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Home My WebLink About06-16-06 (2) l' ,I REV-1500 EX 16-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ~L COUNIY CODE --9~ 104.1_ __ YEAR NUMBER M SOCIAL SECURITY NUMBER 162-22-4202 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I- Z W C ~ 11/22/2005 1/2/1908 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) C REGISTER OF WILLS SOCIAL SECURITY NUMBER Litigation Proceeds Received o 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12.13-82) o 4a. Future Interest Compromise (date of death after 12.12-82) 0 5. Federal Estate Tax Return Required o 7. Decedent Maintained a Living Trust (Attach copy of Trust) L 8. Total Number of Safe Deposit Boxes o 10. Spousal Poverty Credit (date of death betweeo 12-31-91 and 1-1-95) 0 11 Election to tax under Sec. 9113(A) (Attaoh Soh 0) W I- :.0:: ~(I) Uo::.o:: Wll.U :x: 00 Uo:...J ll.lD ll. <( 001 04 006 D9 Original Return Limited Estate Decedent Died Testate (Attach copy of Will) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS I- Z W o Z o ll. en W a:: a:: o () Richard e. Snelbaker FIRM NAME (If Applicable) Snelbaker & Brenneman, p.e. TELEPHONE NUMBER 44 West Main Street Mechanicsburg, PA 17055 717-697-8528 z o i= ::5 :::l !::: 0- c( () W 0:: 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedu Ie G or L) (6) 0.00 0.00 0.00 0.00 87,270.92 0.00 OFFICIAL USE Ollil Y 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) (4) (5) 0.00 .---, ~...~- " 8. Total Gross Assets (total Lines 1-7) (8) 7,310.24 3,075.09 87,270.92 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 10,385.33 76,885.59 5,200.00 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for Vvf1ich an election to tax has not been made (Schedule J) (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax 0.00 Z rate, or transfers under Sec. 9116 (a)(1.2) 0 i= 16. Amount of Line 14 taxable at lineal rate 0.00 <( I- ::l 0.00 ll. 17. Amount of Line 14 taxable at sibling rate ::E 0 71,685.59 U 18. Amount of Line 14 taxable at collateral rate >< <( Tax Due I- 19. (14) 71 , 685.59 x .0 ~(15) x .0 45 (16) x .12 (17) x .15 (18) (19) 0.00 0.00 0.00 10,752.84 10,752.84 20 ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 3W4645 1.000 . . Decedent's Complete Address: STREET ADDRESS Messiah Villa e 100 Mt. Allen Drive U er Allen T CITY Mechanicsbur Cumberland Count STATE PA ZIP J.7055- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments . A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 10,752.84 0.00 9,000.00 450.00 Total Credits (A + 8 + C) (2) 9,450.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 TotallnterestlPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE. (5) 1,302.84 A. Enter the interest on the tax due. (5A) 0.00 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTEROFWILLS,AGENT 1,302.84 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . D b. retain the right to designate who shall use the property transferred or its income; . D c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . D d. receive the promise for life of either payments, benefits or care? . . . . . . . . . D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, J declare that I have examined this retum, including accompanying schedules and statements, and to the besl of my knowledge and belief, it is true, correct and complete. Declaration of preparet other than ~he personal representative is based on all information of which preparer has any "!'1owled~,=. "SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Yes No ~ ~ ug ug ~ 09 0(,., Hummelstown St., Elizabethtown, PA 17022 111AN REPRESENTATIVE 15120 Elmore Road, Anchorage, Alaska 99516 DATE '" (/('''/06 PA 1 055 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S, S 9916 (a) (11) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S, S 9116 (a) (1.1) (Ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary, For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 89116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4,5%, except as noted in 72 P,S. S 9116(1.2) [72 P,S S 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S, S 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an 'individual who has at least one parent in common with the decedent, whether by blood or adoption. 3W4646 1.000 , . , REV-150B EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Mabel M. Voqelsonq FILE NUMBER 21 05 1041 Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Household goods retained by family 850.00 2 M&T Bank checking account #98176641 37,515.93 3 M&T Bank certificate of deposit #31003914966345 10,157.29 4 M&T Bank certificate of deposit, # 31003914966353 10,191.00 5 M&T Bank certiificate of deposit # 31003914966361 25,522.86 6 MetLife final monthly annuity payment 189.29 7 Mutual of America final pension payment 109.70 8 PNC Bank, N.A. certificate of deposit # 31200237607 1,595.48 9 PNC Bank, N.A. certificate of deposit # 31000254699 1,137.37 10 United States Treasury refund on 2005 Final Individual Income Tax 2.00 3W46AD 1 000 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 87,270.92 REV-1511 EX + (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mabel M. Vogelsong ITEM NUMBER A. B. 3W46AG 1.000 Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: 1. Claire Pease reimburse for flowers for funeral service Total from continuation schedules 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Snelbaker & Brenneman, p.e. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Claire Pease reimbursement for travel expenses from Alaska to probate estate and gather/dispose of personal effects belonging to the Decedent Total from continuation schedules FILE NUMBER 21 05 1041 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ AMOUNT 209.78 825.00 2,850.00 185.00 1,944.87 1,295.59 7,310.24 Estate of: Mabel M. Vogelsong Item No. 2 3 Description Gingrich Memorials cemetery inscription Myers Funeral Home, Inc. funeral expenses 162-22-4202 Schedule H Part 1 (Page 2) Amount 110.00 715.00 Total (Carry forward to main schedule) 825.00 Estate of: Mabel M. Vogelsong 162-22-4202 Schedule H Part 7 (Page 2) 2 Cumberland Law Journal Advertising Executrices' Notice 75.00 3 H&R Block preparation of Final Individual Income Tax Returns 54.00 4 Patriot News Advertising Executrices' Notice 151.59 5 Register of Wills filing fee for Inheritance Tax Return 15.00 6 Reserve accounting fees, filing fees and other miscellaneous expenses associated with the administration of the decedent's estate 1,000.00 Total (Carry forward to main schedule) 1,295.59 , REV-1512 E,X + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mabel M. Vogelsong SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 05 1041 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses, ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Messiah Village resident care 2,700.00 2 United Way medical insurance premium 355.20 3 Verizon phone service (original bill paid in the amount of $21.37 less refund received for overpayemnt of $1. 48) 19.89 3W46AH 2.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3,075.09 REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mabel M. Voaelsona NUMBER I 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Beatrice Bossler 629 East Hummelstown Street Elizabethtown, PA 17022 General Bequests: 20,000.00 2 Violet Eurich Cumberland Crossings Nursing Home 1 Longsdorf Way Carlisle, PA 17013 General Bequests: 1,000.00 3 Nancy Pease Hull 19300 Villages Scenic Parkway Anchorage, AK 99516 General Bequests: 1,000.00 FILE NUMBER 21 05 104~ RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE None 20,000.00 None 1,000.00 Niece 1,000.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 2 3W46AI1000 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Mechanicsburg Area High School Alumni Association Scholarship Fund, bequest per Item 4A of Will 1,000.00 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ 5,200.00 , . Estate of: Mabel M. Vogelsong Schedule J Part 1 (Page 2) Item No. Description 4 Claire V. Pease 15120 Elmore Road Anchorage, AK 99516 100% of Residue: 47,685.59 Niece 5 David W. Pease 11670 Woodbourne Drive Anchorage, AK 99516 General Bequests: 1,000.00 Nephew 6 Thomas C. Pease 309 East Manor Avenue Anchorage, AK 99501 General Bequests: 1,000.00 Nephew 162-22-4202 Relation Amount 47,685.59 1,000.00 1,000.00 162-22-4202 Estate of: Mabel M. Vogelsong Item No. 2 3 4 5 6 7 Schedule J Part 2 (Page 2) Description Amount Elizabethtown College Scholarship Fund, bequest as per Item 4B of Will 1,000.00 First Church of God, bequest as per Item 4C of Will 100.00 H.J. Heinz Senior Center, bequest as per Item 4D of Will 1,000.00 Mechanicsbug Meals-On-Wheels, bequest as per Item 4E of Will 1,000.00 Messiah Village Endowment Fund, bequest as per Item 4F of Will 1,000.00 Camp Hill Fire Department, bequest as per Item 4G of Will 100.00 , . LAW OFFICES SNELBAKER, BRENNEMAN & SPARE COpy LAST WILL AND TESTAMENT I, MABEL M. VOGELSONG, of the Township of Upper Allen, County of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at anytime heretofore made. FIRST. I order and direct that my bodily remains be interred in the grave site reserved for me on the David and Dorothy Vogelsong side of the Vogelsong-Messinger lot in Saint John's Cemetery in Hampden Township, Cumberland County, Pennsylvania. I request that the funeral arrangements be directed by Myers Funeral Home in Mechanicsburg, Pennsylvania and that my casket and exterior metal cover be the same as that used to inter my friend, Marguerite Bare. wish to be interred with my wedding ring placed around my neck as a neckf?~) : . ....... r_' I ordg,~ and, " ~ ':"') direct that I not be cremated. ',. SECOND. I order and direct that all my just debts and funeral expens~~'~y p~:by D:,~ 3'J' . "T1 's :~':.: ~'.:~ Executrices, Executrix or Executor, hereinafter named, as soon as conveniently"may be'domt;. ;...:,; ,.r C'1 . '--1"1 N a...41:er my de<:ease. THIRD. I give, devise and bequeath all of my jewelry, personal effects, household goods and other tangible personal property unto my niece, namely, CLAIRE V. PEASE, absolutely. Should my said niece desire not to retain any of said items in kind, I request that she engage A uctioneer Charles ("Chuck") Bricker to sell such items, the net proceeds of which shall belong to said niece. FOURTH. I give and bequeath the following amounts of money to the entities indicated, said bequests to be preferred in priority over tbose in Item Fifth in the event that my net distributable assets are insufficient to pay all of my bequests: A. One Thousand ($1,000.00) Dollars unto MECHANICS BURG AREA HIGH SCHOOL ALUMNI ASSOCIATION SCHOLARSHIP FUND in memory of my brothers, namely, Guy L. Vogelsong (former mathematics teacher at said High School) and David C. Vogelsong (a 1918 graduate of said High School). B. One Thousand ($1,000.00) Dollars unto ELIZABETHTOWN COLLEGE , . LAW or-FleES SNELBAKER, 8 RENNEMAN 8< SPARE to be added to and administered as part of its general scholarship fund in memory of my parents, namely, Benjamin E. and Rebecca J. Vogelsong. (My ancestors were of the Gibbel family who contributed to the consideration of the Gibbel Science Building at said College. C. One Hundred ($100.00) Dollars unto FIRST CHURCH OF GOD, of Mechanicsburg, Pennsylvania, in memory of my mother, namely, Rebecca 1. Vogelsong. D. One Thousand ($1,000.00) Dollars unto H. J. HEINZ SENIOR CENTER at Harrisburg, Pennsylvania. E. One Thousand ($1,000.00) Dollars unto MECHANICS BURG MEALS- ON- WHEELS, of Mechanicsburg, Pennsylvania. F. One Thousand ($1,000.00) Dollars unto MESSIAH VILLAGE of Upper Allen Township, Cumberland Cmmty, Permsylvania, to be added to its Endowment Flmd. G. One Hundred ($100.00) Dollars unto CAMP HILL FIRE DEPARTMENT, of Camp Hill, Pennsylvania. FIFTH. I give and bequeath the following amounts of money to the individuals indicated, it being my intention that said bequests be paid in full in the order listed without proration or apportionment if my net distributable assets are insufficient to satisfy all bequests: A. Twenty Thousand ($20,000.00) Dollars unto BEA TRlCE BOSSLER, if she survives me. B. One Thousand ($1,000.00) Dollars unto BRICY WENDELL, if she survives me. C. One Thousand ($1,000.00) Dollars unto my great-nephew, DAVID PEASE, ifhe survives me. D. One Thousand ($1,000.00) Dollars unto my great-niece, NANCY PEASE HULL, if she survives me. E. One Thousand ($1,000.00) Dollars unto my great-nephew, THOMAS -2- PEASE, ifhe survives me. F. One Thousand ($1,000.00) Dollars unto VIOLET (Mrs. Parker) EURICH, if she survives me. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto my niece, namely, CLAIRE V. PEASE, absolutely and in fee simple. If my said niece should predecease me, I order and direct that said residuary estate shall be distributed unto her issue per stirpes by representation and not per capita. SEVENTH. I order and direct that the Executrices, Executrix or Executor, as the case may be, hereinafter named, shall engage the services of RICHARD C. SNELBAKER, Esquire, of Mechanicsburg, PelIDsylvania, to render legal services to and to represent my Estate, said Attorney having intimate knowledge of my intentions and desires in the interpretation of the provisions of this, my Last Will and Testanlent, and the administration of my Estate. LASTLY. I nominate, constitute and appoint my niece, namely, CLAIRE V. PEASE, and my friend, namely, BEATRICE BOSSLER, to be the Executrices ofthis,my Last Will and Testament, but if for any reason my said niece should fail to qualify as my personal representative hereunder or cease so to serve, I nominate, constitute and appoint her husband, namely, THEODORE M. PEASE, JR., to serve in her stead, each and all of said persons to serve without bond or other security as a condition of qualification hereunder. IN WITNESS WHEREOF, I, MABEL M. VOGELSONG, have hereunto set my hand and seal to this my Last Will and Testanlent, which consists of three (3) typewritten pages to each of which I have affixed my signature this 22nd day of September, A.D. Two Thousand Three (2003). 1n. t2 p (J In; Y~~'41<-4~' (SEAL) . ~Lr' VO. SONG 0 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE -3- " The preceding instrument, consisting bftms and three (3) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by MABEL M. VOGELSONG, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. d.J (j~ J.~~ (J V COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) We, MABEL M. VOGELSONG, RICHARD C. SNELBAKER and JANE 1. COONEY, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and volUl1tary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best ofms or her knowledge, the Testatrix was at that time eighteen years of age or older, of sOUl1d mind and under no constraint or Ul1due influence. A ,i"'~- , tness LA""" OFFJCES SNELBAKER. BRENNEMAN 8: SPARE Subscribed, sworn to and acknowledged before me by MABEL M. VOGELSONG, the Testatrix, and subscribed and sworn to hefore me by RICHARD C. SNELBAKER and JANE J. COONEY, the witnesses, this 220d day ofSepterriber, 2003. --.----I~~(~rial Seal sw',ora K. Showers, Notary Public MecllanicsbUli;l BolO. cumber18ntl ,COUnt1I My CommlwOl1 Ellpires Nov. 22, M"'*ftlf, ~,'1V!!n\f' ~mO"\ml(l<\ ('I; lI\[;,'m'~ ..; , ,# i' ~\ c I-Ie) - l:C) ~ '~\. I '~S (J() f\p).) IS _ G'\.J -Jq~~ ~~