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Home My WebLink About02-1155Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Wi 11 iam Howard Logan No. oZ, f •-Q~ - ~' S 5 also known as ,Deceased Social Security No. 163-05-8779 William H. Logan, Jr. and Richard P. Logan Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) [~X A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut ors named in the last Will of the Decedent, dated 09/22/1987 and codicil(s) dated None State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente life; durante absentia; durance minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence William H. Lo an, Jr. Son Mechanicsbur PA Richard P.Lo an Son Cam Hill, PA (COMPLETE IN ALL CASES:) Attach additional sheets 'rf necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 208 S . 15th Street , Camp Hi 11, PA 17011 (list street, number, and municipality) Decedent, then 92 years of age, died 11/20/2002 at Holy Spirit Hospital, PA (Location) Decedent at death owned property wkh estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania situated as follows: S 31,000.00 S Wherefore, Petitioner(s) respectfuAy request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Si nat e T ed or rinted name and residence /~ William H. Logan, Jr. 6 4 San Juan Dr., Mechanicsbur PA 17055 ~' ~ ~ Richard P. Logan ,,> > . ~-~,•- 208 S . 15th Street , Camp Hi 11, PA 17011 /7°//0-~ Prepared by the Psnnsylvanla Bar Issoelatlon Copyright (c)1996 form software only CPSystems, Ine. Form RW-~ (1991) Oath of Personal Representative Commonweakh of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. ,; Sworn to or affirmed and subscribed William H. Zogan, Jr. before me this 19t]aay of ~ '; December , 2002 For the Register Donna M. Otto, 1st Deputy Richard P. Logan No. 21-2002-1155 Estate of William Howard Logan Deceased Social Security No: 163-OS-8779 Date of Death: 11/20/2002 AND NOW, DeCertiYlPr ;,~Ath 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters OX Testamentary ~ Of Administration (c.t.a.; d.b.n.c.t.a.; pendente life; durante absentia; durante minoritate) are hereby granted to William H. Logan, Jr. and Richard P. Logan in the above estate and that the instrument(s) dated 09/22/1987 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES ~~ Letters ........... S 70.00 i~~ i~1/1'L~' Short Certificate(s). 3 ... S 9.00 Donna M. Otto,lst Depu`~sY r of veils /G~~ / r„,Tl / Renunciation. S Attorney: Robert J. Mulderig J Affidavits ( ) S I.D. No: 48619 Turo Law Offices Extra Pages ( 6 ) .... S 18.00 Address: 28 S . Pitt Street Codicil........... S Carlisle, PA 17013 JCP Fee ........ S 10.00 Telephone: 717/245 - 9688 Inventory. S Other . . . . . . . S PUT LE"ITERS IN ATTORNEY TURD LAW OFFICE Fl7LDER TOTAL......... S 107.00 PROTHONOTARY ON 12-19-2002 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Ine. Form RW-1 (1991) 1~ This is to certifi~ that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent tiling. WARNING: It is illegal to duplicate this copy by photostat or photograph, Fee for this certificate, $2.00 P 8644773 ~r~. ~t3 Rev. 2187 Local Registrar ~ ov 2 5 zooz Date COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT (Prst. Mtltlle. La®1 SEx SGCIAL SECURITY NUMBED DATE Oi DEATH,MCnm. Dar.'barl ,. W. Howard Logan ,, Male ,. 163 - 05 .8779 ,. ~~ ~~ AGE (Last &rmday) UNDER 1 YEAR UNDER t DItSi GATE OF &RTH BIRTHPLACE IGry and m D ''e M PLACE OF DEATH rCheek avy one -- sea ~ns,rucedrs nn doer sWe1 Morehe . Dap Hours ( Mkwtee On . ay. wl ! Sorted FCre~yn Ccunuy) HOSPITAL: OTNER: 92 y„: i 10-7-10 Phila. , PA Inpatiera~ ERlOutpaeere ^ DDA ^ ^ ~ ^ ^ R NHOm s. - a. z a.. m . ..W.rw ' COUNTY OF DEATH CITY, BOR0. 11A(P OF DEATH FACILITY NAME (h not muquuon. gne sheet arw numben WAS DECEDENT OF HISPANIC ORIGIN7 RACE ~ Amercan radian, Black, While. etc. • „~,~~-R~ Nawcmc~wn. `sp~""IWhite Cumberland E. Pennsboro Trip. ~ ~. , w~ ~ I ~ . b. b. W. ~ f . 10. DECEDENT'S USUAL OCCUPQION KIND OF BUSINESSIINWSTRV WAS OEC DENTE ERIN DECE 7'S EDUCATION MARITAL STATUS-MwrNd SURVIVING SPOUSE lGive kmdd w«k tlona dweq nqp U.S. ARMED FORCE59 S i n can W NeverMUryd, WldowW, la wJe. giw maWen name) MN: do n«use rebreOl °` 'ra' ~1 ElemenwrylSecondary Cottage DivorceO lSPecMI ~neer Insurance we ^ Np9J ,2 ~ii a g - «5„ ) o na. t,a. ,2. ta.12~~1 ,,. Widowed ta, DECEDENT'S MAILING ADDRESS (Strew. Ciryrio«n, SWIe, Lip Codel ~TU~NT'S 17 Pennsylvania St t 17 ^ - 208 S. 15th Street e- a e c• ge•aec.eare arwm ~ RESIDENCE D k Cr3Tlp Hill, PA 17011 a .are ISee vvaruda)rN Norma an do r Wel ta~ e s lownshipt No, decedwe kved cop Cumberlan~ ,7e ,7a~1 wetwackWlnute t Camp Hill ' _ . p;,~„a01O e FATHER S NAME (Post, Middle. Law) MOTHER'S NAME tFnr. MWtlle, Ma Wen Swname) Andrew Logan El i S i tt te. e s wa nco n. INFORMANTS NAME (TypelPrinq Richard Logan INFORMANT'S MAILING ADDRESS (Suer. Cay/bvn, SWe. Zip CaW 208 S 15th Street Cam ill PA 17011 a . , p , 2~ METHOD OF DISPOSIT IO N DATE OF DISP091TION PLACE OFDISPOSITION - Name d Cemetery, Crematory LOCATION -City/TO,m. SWe ZW Cade ~ ~ I BurIaYSO Cremation ^ Removal Irom Slate ^ (Morwr, Day. 1{ty) «Olhsr Place , D0ne1an^ O11efISp°""' ^ eta. 11-25-02 2tD. Resurrection Ccxr(etery etc. :,d Harrisburg, PA ' SIGNATUpE OF FUNERAL RVICE L ERSIxi ACTING AS SUCH LICENSE NUMBER NAME AND ADDRESS OF FACILITY - 012755-L 1903 Mkt St CH PA 17011 „a. zza , , 22p _ CompeN name 23at w,wn sniping 7D tM Der d my Nnowlaags, 4am occured at the hms, date and place stated. LICENSE NUMBER DATE SIGNED pnyoWwn r na avatL r time a deem to (Sigrwture and Tidy (MOrun rw) Dav • candy paw. a sera. . . 2aa. tae. 2x. lams 2428 must M complwed DY TIME ~ DEATH GATE PRONOUNCED OEAO (MOnN. Day. Thar) WAS CASE REFERRED TD MEDICAL E%AMINERlCORONER9 • person wlto prorouncee deem. Y.. ^ Np~ ~r ~ ~ :e ~ 'M 2a . . . x 27. PART 1: Erew tM diseases. n,j«ias «wmpkcation,i which caused IM Oath. Do not erew Ihs mode o1 dying, such as cardiac or resgralory arter. shock or heap lailuw. i Approaimaq PART II: Olnw sgniRceM contlflnms comriauling to deem, pa Lutonp one cause on eau low. l Wtarvr Dehveen nd reauamg n tlw undedytrg pore 9h'er, n PART I. l anew stet deem IMMEDIATE CAUSE (Pint (~ I disease«carWnWn ~ ~ `1 V {~(~'~~~ Q t S~ ~ \ C -P rasuping v, dealnl-• a. DUE 70 (INi ASAC O E OF~: n ` . ~ S u ei ~'"~ '~ ~ _ ` , ~\ wT i epwnt tly ew per,d pr,s D. • i/arry,lwgngw«anWwle DUE CONSEQUENCE OFg \~ ~ l nose. Enter UNDERLYING ~ ~ • CAUSEIOnweae«vyury c. ^ \ r • drat ewialM everw DUE tO 10R AS A ENCE OFj: resupvp n deem) LAST 1 d. WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF NJJURY TIME OF INJURY INJURY AT WORK7 DESCRIBE IIOW INJURY OCCURRED. PERFORMED? AVAILABLE Pp10R TO (Monet. Day, Year) COMPLETION OF CAUSE 7 Nat al H D ^ « omicWe OF E,QH Yes ^ No ^ ^ / AccWare PerWirg Mwrigatbn rV/J/ M. a8c. Yes ^ No Yes ^ No ^ SuicWe ^ Could rot M determined ^ PLACE Of INJURY - A, hplne, term, street. Mdory, office LOCATION (Straw. Gryliovm, Slala) tWAOMq, etc. f5pecdv) .2tN. 28a. 29. 30e. am. CEpTIFIERICheck ody Owl SIGNATURE TI RTIFIER 'CERTIFYNG pNY81C1AN lPhysk:ran cwlayargcause d Oeatn woes anahw DnvsKan has pronounced tlealh and completed hem 231 To 11N 0ee10l my kmwNdge, Oewh occurred duno the uuse(sl and manner n emoted . .................................................... ~ ~w ' V nsn - LICENSE NU 'PRONOUNCING ANO CERTIFYING PNYSICIAN 1PhysK~an Ddn pronourkug uealh arW Cerulyvg to caused deaml O"~ / So 7o the seal of my kmwNdge, deem xcwred at the nme, dew, arM place, and due to tM cause(s) and manner as stated .......................... !~ 7tc. NAME ANb ADDRESS OF PERSON WM (Item 27~~ «Pr~,~ `\ 'MEDICAL EXAMINER/CORONER 2 ('W7~~ On the Dula of esaminetlon and/or investigation, in my opinion, death occurred at the time, date, and place, and due to the cause(s) and ^ mannNal ataletl ........ ..... ............................................. 32. a1a. " REGISTRAR'S SIGNATURE AND NUMBER ~ ~~~~ I /I I /I I DATE F0.ED (/~ p~~a~~y ___ -_ a.. / V 2~ OqE SIGNEDtAApnt . D^ay Yawl __ ____ __ ~MPIETED CAUSE OF DE ~~eN•e C~e''~\1 ~ttst 3~ill ~tt~ (~rstttmrnt OF WILLIAM HOWARD LOGAN I, WILLIAM HOWARD LOGAN of Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory and understanding do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I direct my Executor or Executrix hereinafter named to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration. of my estate. SECOND I direct my Executor or Executrix to pay all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, from the property passing under this Will as an expense anal cost of administration of my estate. THIRD I give, devise and bequeath my estate of whatsoever nature ~ ~, ~ Li" r'.`~'.e-~,r~.~.~~'7c .~~ ~~. cwt' >~~1:~c..~,.. >=-~~-- 2 ~-_ GRiFF1E, TURO, BLANK & GRELL ATTORNEYS-AT-LAW SUITE 702, 38S NORTH 21ST STREET 200 NORTH HANOVER STREET CAMP HILL, PENNSYLVANIA 17011 CARLISLE, PENNSYLVANIA 17013 and wheresoever situated unto to my beloved Sons, WILLIAM H. LOGAN, JR. of Upper Allen Township, Cumberland County, Pennsylvania and RICHARD P. LOGAN of the Borough of Camp Hill, Cumberland. County, Pennsylvania in equal shares, share and share alike, per stirpes provided they survive me by sixty (60) days. FOURTH In addition to powers given to them by law, my Executor or Executrix, and Trustee and their_ successors and any guard~_an acting hereunder shall have the following discretionary powers applicable to all real and personal property held by them, effective without court order and until actual distribution. (a) To retain all property received by them including the stock of any corporate fiduciary acting hereunder, provided such property remains productive; (b) To invest in all forms of property without restriction to investments authorized to fiduciaries, so long as such investments are productive; (c) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to uele~~ate authority with respect thereto; to deposit investments .-°'" *.I ,rd' f ~'"/~-fungi ;~!~~(p ,~:.;r~-~~,~,y~f- ... ~,. f l'' ~~~ ,~d,~'}„r ~ 1 V~- GRIF~IE, TURO, BLANK & GRELL ATTORNEYS-AT-LAW SUITE 702, 3S8 NORTH 21ST STREET CAMP HILL, PENNSYLVANIA 17011 200 NORTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 under agreements and pay assessments; and generally to exercise all rights of investors; (d) To compromise controversies; (e) To exchange or sell real estate for cash, property or credit, publicly or privately, or to lease, even for a term exceeding five (5) years, without liability on the purchasers or lessees to see the application of the consideration, and to give options for these purposes without obligation to repudiate them in favor of a higher offer; (f) To apply income or principal to which any beneficiary is entitled directly for his or her maintenance and support should they deem such beneficiary incapable of receiving the same by reason of age, illness or any infirmity or incapacity, or to pay the same to such person as they select to disburse it, whose receipt shall be a complete acquittance therefore, without the intervention of any guardian; (g) To borrow money, including the right to borrow from any corporate fiduciary acting hereunder, and mortgage or pledge as security; (h) To hold investments in the Warne of the nominee; ~ ~ ,~-;~ r_- ~~ ~, , rte. GRIFFIE, TURO, BLANK 8e GRELL ATTORNEYS-AT-LAW SUITE 102. S$S NORTH 21ST STREET CAMP HILL, PENNSYLVANIA 17011 200 NORTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 (i) To distribute in cash or kind or partly in each as valuations fixed by them; (j) To assume continuance of the status of any beneficiary with reference to marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumption; and (k) To undertake any and all acts deemed necessary and proper by them for the proper and advantageous management of the settlement of my estate. FIFTH I appoint my beloved Sons, WILLIAM H. LOGAN, JR, and RICHARD P. LOGAN as Joint Executors of this Will. In the event that either son would be deceased, unable or unwilling to so serve, I appoint the remaining son as Executor under this Will. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. SIXTH Any person who shall have died at the same time as I shall have, or in a common disaster with me, or under such circumstances that the order of our deaths cannot be established by proof, or within sixty (60) days of my death, shall be deemed to have predeceased me. e, _ _ t, ~ ~ y / f/ / y /{/ / / ~ .~_G- 4{,~. ~~~ i%` CGS Gi L[il y' ~ G~'-t /4 GRiFF1E, TURO, BLANK & GRELL ATTORNEYS-AT-LAW 6UITE 102..988 NORTH 21ST STREET 200 NORTH HANOVER STREET CAMP HILL, PENNSYLVANIA 17011 CARLISLE, PENNSYLVANIA 17013 SEVENTH I hereby declare it to be my express desire that the Executor or Executrix employ the Law Firm of Griffie, Turo & Grell of Carlisle, Pennsylvania, for legal advice and assistance in the probate and administration of this my Last Will and Testament, they having considerable knowledge of my financial affairs, views, and wishes respecting matters which may arise in connection with the administration of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of this and the preceding four (4) pages, at the end of each page of which I have also set my signature for greater security and better identification this ~ ~ day of ~ ~?~~:.~~~~~~-,~%, 1987. j ~o_ _F a --__ ~~,cC'~ti~~ -~~ ~-t2~t~~ ; ~t~~Cr~ WILLIAM HOWARD LOGA T ~- GRIFFIE, TURO, BLANK 8e GRELL ATTORNEYS-AT-LAW SUITE 102, 885 NORTH 21ST STREET 200 NORTH HANOVER STREET CAMP HILL, PENNSYLVANIA 17011 CARLISLE, PENNSYLVANIA 17013 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) I, WILLIAM HOWARD LOGAPT, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly, and that I signed it as my free and voluntary act for_ the purposes therein expressed. WILLIAM HOWARD LOGA Sworn or. affirmed and acknowledged before me by WILLIAM HOWARD LOGAN, the Testator this ~~7~ day of .~ ~ _ Notary P lic i5A MARIE ULSN, Notary PubtiC Camp Hill, CumSeriand Co., Pa. MY Commission Expires May i3, 1991 GRIFFtE, TURO, 6LA1VK & GRELL ATTORNEYS-AT-LAW SUITE 702. 3'SPS NORTH 81ST STREET 200 NORTH HANOVER STREET CAMP HILL, PENNSYLVANIA 17011 CARLISLE, PENNSYLVANIA 17013 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS and ~~~Pt~ ~ . ~1"~ ~~ the witnesses whose names are attached to the foregoing document being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed i_t as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no undue influence. _ _ __._ ,j " ~~ \~-- ,as~Q-Q__ Sworn or affirmed and acknowledged before me by ~ -- !`7i> ~ l ~ r~ ~" and ~ ~ ~ _~'. t-~~, _, w i t n e s s e s `` ~ 1987. this ,~:~~~C~ day o f ~ ~-'?~~'(' , i'7L ~9 L - Notar_ Public ...f~ MARIE ULSH, Notary Public tamp Hiil, Cumberland Co.. Pa. My Commission Expire Nay )3, )9q1 GRIFFIE, TURD. BLANK & GRELL ATTORNEYS-AT-LAW SUITE 102. OES NORTH 2fST STREET 200 NORTH HANOVER STREET CAMP HILL, PENNSYLVANIA 17011 CARLISLE, PENNSYLVANIA 17013 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of death: Will No. Admin. No. TO THE REGISTER: William Howard Logan November 20, 2002 2002-01155 21-02-1155 I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above captioned estate. Name William H. Logan Richard P. Logan Address 4 San Juan Drive Mechanicsburg, PA 17055 208 S. 15th St. Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Respectfully Submitted TURD LAW OFFICES :~ , ,,. ad ~~ z-_ Date obert J ulderig, Esq re Turo Law Offices 28 South Pitt Street Carlisle, PA 17013 (717) 245-9688 Capacity as Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002199 MULDERIG ROBERT J ESQUIRE 28 S PITT STREET CARLISLE, PA 17013 fold ESTATE INFORMATION: ssrv: ~ ss-o5-s~~s FILE NUMBER: 2102-1 155 DECEDENT NAME: LOGAN WILLIAM HOWARD DATE OF PAYMENT: 02/20/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 /20/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5980.84 TOTAL AMOUNT PAID: REMARKS: ROBERT J MULDERIG ESQUIRE CHECK# 0092 SEAL RECEIVED BY: INITIALS: JA DONNA M. OTTO REV-1162 EXI11-96) 5980.84 DEPUTY REGISTER OF WILLS REGISTER OF WILLS REY • tl09 EX.1~1 COMMONWEALTH OP PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280801 HARRISBURG, PA 1712&0801 /~-~~o - ~ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND Logan, William Howard 1 _ Z ~ ~ 11/20/2002 10/07/1910 U W ~ ' (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MI :NUMBER 21 02 01155 COUNTY CODE YEAR NUMBER 163-OS-8779 iH15 RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS _ _ - _ _ -- - - - --_ _. _--- - ® 1. Original Return [] - emaln er a um a e o eater nor o~-13=82p - 2. Supplemental Return 0 3. P W a v, ~ 4. Limited Estate 0 4a. Future Interest Compromise (date of death ~ 5. Federal Estate Tax Return Required Y w a after 12-12-82) t i ~ ~ o ® 6. Decedent Died Testate (attach copy ~ 7. Decedent Maintained a Living Trust {Attach 8. Total Number of Safe Deposit Boxes a m ~ of Will) copy of Trust) a ~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death between 0 11. Election to tax under Sec. 9113{A) (Attach Sch O) 12-31.91 and 1-1-951 - -- _ - - - w -~~i't11S S~TlfltMl~fF$'T $E GCk~tPE.ETEA. ALL Cti1f'tREONDENCE AND CCMIFIDENiIAL TAX IN TI 5HdULD Sr= DIRE~T~ TQ: --- --...~.' _~. .,,_.. _`--____`--- -__. ______._ -.___.. ~----._"___- __ ..._-_----- FDD F1AMfT ~COMPLETEMAILIN R Robert J. Mulderig ~ c FIRM NAME (If applicable) Turo Law Offices i 28 S. Pitt St. a __ _ __-~__ __-- _ Carlisle, PA 17013 TELEPHONE NUMBER 717/245-9688 0 a a U it ,_« 1. Real Estate (Schedule A) (1) Norie 2. Stocks and Bonds (Schedule B) (2) 7,254.54 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule Dj (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 30,344.59 (Schedule E) _ 6. Jointly Owned Property (Schedule F) (6) None ~ Separate Billing Requested - 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None (Schedule G or L) ~ 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 14,839.58 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (11) (12) 14,839.58 22,759,55 (13) (14) 22,759.55 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 1 g. Amount of Line 14 taxable at the spousal tax rate, x -p0 (15) or transfers under Sec. 9116(a)(1.2) z 4 16. Amount of Line 14 taxable at lineal rate a I 17. Amount of Line 14 taxable at sibling rate f 0 U ~ 18. Amount of Line 14 taxable at collateral rate 19. Tax bue 22,759.55 x .045 x .12 x .15 (16) 1,024.18 (17) (1a) (19) 1,024,18 _ _ -_-----~--_---~---~-> ~~ 8~, ~` A~I~R`%1S.L' C1UE~ S~iON 5 ON l~V~~i~~T~};~K i~A'F'tf ~c< :, --~-,- ~.--;. ,,_ Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) ($) 37,599.13 SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Logan, William Howard FILE NUMBER 21-02-01155 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM __ -- --. NUMBER : DESCRIPTION 1 I John Hancock Financial Services -_ _ __ UNIT VALUE VALUE AT DATE OF DEATH -- __- -- - 29.49 '~, 7,254.54 I I I I TOTAL (Also enter on line 2, Recapitulation) 7,254.54 SCHEDULE E CASH, BpANK DEPOpSITS,p&~MISC. !i COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERT I INHERITANCE TAX RETURN RESIDENT DECEDENT ___ i ESTATE OF Logan, William Howard i FILE NUMBER 21-02-01155 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 DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 Allfirst Bank Account #00561-4522-5 1,014.23 2 Allfirst Money Fund Alternative Acct #00982-9979-4 29,017.69 3 miscelaneous cash 147.67 4 IRS refund 165.00 _-__~.- TOTAL (Also enter on Line 5, Recapituiation) 30,344.59 SCHEDULE H FUNERAL D(PENSES & COMMONWEALTH OF PENNSYLVANIA ~~ INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Logan, William Howard FILE NUMBER 21-02-O11SS Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER A. -FUNERAL EXPENSES_ ___---.-----,, 1 Myers-Hamer Funeral Home, 1903 Market Street, Camp Hill, PA 17011 2 ~, Knights of Columbus, Counci14068, 2317 Old Gettysburg Pike, Camp Hill, PA 17011 - B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions AMOUNT _ ~ --- - _- Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2, I Attorney's Fees Turo Law Offices 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Richard P. Logan Street Address 208 S. 15th Street ~ City Camp Hill State PA Zip 17011 ~I Relationship of Claimant to Decedent Son I 4. I' Probate Fees Comberland County Register Of Wills The Sentinel -Estate Notice Cumberland Co. Law Journal -Estate Notice 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. ~ Other Administrative Costs 1 8,638.00 560.63 1,850.00 3,500.00 107.00 108.95 75.00 TOTAL (Also enter on line 9, Recapitulation) 14,839.58 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Logan, William Howard NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I, t TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 'William H. Logan, Jr., 4 San Juan Drive Mechanicsurg, PA 17055 2 ', Richard P. Logan, 208 S. 15th St. Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT Son Son AMOUNT OR SHARE OF ESTATE 'Fifty Percent Fifty Percent I 'Enter dollar amounts for distributions shown above on lines 15 through 18, as appropri late, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT ,BEING MADE i B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS SCHEDULE J BENEFICIARIES FILE NUMBER 21-02-01 155 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET rzst i11 ~n~ C~TP~~~zment OF WILLIAM HOWARD LOGAN I, WILLIAM HOWARD LOGAN of Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory and understanding do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I direct my Executor or Executrix hereinafter named to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. SECOND I direct my Executor or Executrix to pay all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, from the property passing under this Will as an expense and cost of administration of my estate. THIRD I give, devise and bequeath my estate of whatsoever nature / ~~" ~ ~ ~,~i~-~=err:-w~~?L,v~'~2 Cep J 11i~~~ rte..,, 2 .;~~- GRIFFIE. TORO, BLANK & GRELL ATTORNEYS-AT-IAW SUITE 702, 38D NORTH 2/8T STREET CAMP HILL. PENNSYLVANIA 17011 200 NORTH HANOVER 3TREE'I' CARLISLE, PENNSYLVANIA 17013 1 and wheresoever situated unto to my beloved Sons, WILLIAM H. LOGAN, JR. of Upper Allen Township, Cumberland County, Pennsylvania and RICHARD P. LOGAN of the Borough of Camp Hill, Cumberland County, Pennsylvania in equal shares, share and share alike, per stirpes provided they survive me by sixty (60) days. FOORTH In addition to powers given to them by law, my Executor or Executrix, and Trustee and their successors and any guardian acting hereunder shall have the following discretionary powers applicable to all real and personal property held by them, effective without court order and until actual distribution. (a) To retain all property received by them including the stock of any corporate fiduciary acting hereunder, provided such property remains productive; (b) To invest in all forms of property without restriction to investments authorized to fiduciaries, so long as such investments are productive; (c) To join in any recapitalization, merger, reorga delegate authority with respect '' ! - L ~., corporation, partnership, nization or voting trust plan; to thereto; to deposit investments GRIFFIE, TURO, BLANK & GRELL ATTORNEYS-AT-LAW SVITE 102, 9SS NORTH 21ST STREE'T' CAMP HILL, PENNSYLVANIA 17011 200 NORTH HANOVER STREET' CARLISLE, PENNSYLVANIA 17013 2 x~ under agreements and pay assessments; and generally to exercise all rights of investors; (d) To compromise controversies; (e) To exchange or sell real estate for cash, property or credit, publicly or privately, or to lease, even for a term exceeding five (5) years, without liability on the purchasers or lessees to see the application of the consideration, and to give options for these purposes without obligation to repudiate them in favor of a higher offer; (f) To apply income or principal to which an.y beneficiary is entitled directly for his or her maintenance and support should they deem such beneficiary incapable of receiving the same by reason of age, illness or any infirmity or incapacity, or to pay the same to such person as they select to disburse it, whose receipt shall be a complete acquittance therefore, without the intervention of any guardian; (g) To borrow money, including the right to borrow from any corporate fiduciary acting hereunder, and mortgage or pledge as security; (h) To hold investments in the name of the nominee; C^ ~/ / , ~ j -; GRIFFIE, TURO, BLANK & GRELL ATTORNEYS-AT-L4W SUITE 102, 35E NORTH 21ST STREET CAMP HILL, PENNSYLVANIA 17011 3 200 NORTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 (i) To distribute in cash or kind or partly in each as valuations fixed by them; (j) To assume continuance of the status of any beneficiary with reference to marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumption; and (k) To undertake any and all acts deemed necessary and proper by them for the proper and advantageous management of the settlement of my estate. FIFTH I appoint my beloved Sons, WILLIAM H. LOGAN, JR, and RICHARD P. LOGAN as Joint Executors of this Will. In the event that either son would be deceased, unable ar unwilling to so serve, I appoint the remaining son as Executor under this Will. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. SIXTH Any person who shall have died at the same time as I shall have, or in a common disaster with me, or under such circumstances that the order of our deaths cannot be established by proof, or within sixty (60) days of my death, shall be deemed to have predeceased me. ~-- GRlFFIE. TORO, BLANK & GRELL ATTORNEYS-AT-LAW SUITE 102, 3!S!S NORTH 21ST STREET 200 NORTH HANOVER STREET CAMP HILL. PENNSYLVANIA 17011 CARLISLE, PENNSYLVANIA 17013 - SEVENTH I hereby declare it to be my express desire that the Executor or Executrix employ the Law Firm of Griffie, Turo & Grell of Carlisle, Pennsylvania, for legal advice and assistance in the probate and administration of this my Last Will and Testament, they having considerable knowledge of my financial affairs, views, and wishes respecting matters which may arise in connection with the administration of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of this and the preceding four (4) pages, at the end of each page of which I have also set my signature for greater security and better identification this > ~ day of ~ E?~~;-eon<~~ r~ , 1987. ~ J '~ C~, ~ ~ ~~~( G., ~~~~.~- WILLIAM HOWARD LOGAN GRIFFIE. TORO. BLANK & GRELL ATTORNEYS-AT-t-AW SUITE 102. 3DE NORTH 11$T STREET 200 NORTH HANOVER STREET CAMP HILL. PENNSYLVANIA 77011 CARLISLE, PENNSYLVANIA 17013 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) I, WILLIAM HOWARD LOGAN, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. WILLIAM HOWARD LOG _ Sworn or affirmed and ac]{nowledged before me.,/by WILLIAM HOWARD LOGAN, the Testator this ~~~/7C~!-~ day of ~,~~~ 4 19 8 7 . l ' , ~ Notary P tic ISA MARIE I11SH, Notary PubtiC tamp Hili, Cum'aerland Eo., Pa. My Commission Expires May l3, 149 GR1FI=1E, TURD. BLANK 8c GRELL ATTORNEYS-AT-LAW SUITE 102, 3>SR NORTH 21 bT STREtT 200 NORTH HANOVER SrR EET CAMP HILL. PENNSYLVANIA 17011 CARLISLE. PENNSYLVANIA 1'7013 6 n~>. Tr~avTm COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) We, ,.~d2 ~ f~G' and ~~~ai ~ GI's. the witnesses whose names are attached to the foregoing document being duly qualified according to Iaw, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the PJill as witnesses and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no undue influence. L /~ 2 ~~~ Sworn or affirmed and acknowledged before me by ~---- 42- l ~-C ~'~- ~ and ~ ~.,p~ ~ _ ~j ~~ ~ w i t n e s s e s this ~~~~ day of ~~O~e~~,~ 1987. ~u`~~ =% Notar `Public ..H MARE ULSH, Notary Public Camp Hill, Cumberland Co., Pa, My tommissioTa Exaire~ May T3, 1991 a+~' +4i- GRIFFIE, TURD, BLANK & GRELL ATTORNEYS-AT-t~iW SUITE T02. 3aD NORTH 21ST STREET CAMP HILL. PENNSYLVANIA 17011 200 NORTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 -~ `~ ~~o - -y BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 ROBERT J MULDERIG TURD LAW OFFICES 28 S PITT ST CARLISLE REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LOGAN WILLIAM H FILE N0. Z1 02-1155 ACN 101 DATE 04-21-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1l .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 7,254.54 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fore with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3 0,344.59 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total assets (g) 37,599.13 APPROVED DEDUCTIONS AND EXEMPTIONS: 14,839.58 9, Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 14 .8 9 . ~8 12. Net Value of Tax Return [lp) 22,759.55 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (131 .00 14. Net Value of Estate Subject to Tax (14) 22,759.55 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) •00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 22, 759 .55 X 045 = 1, 024.18 17. Amount of Line 14 at sibling rate (17) .00 X 1 2 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) ,00 X 1 5 - .00 19. Principal Tax Due (19)= 1,024.18 TAX CREI)iTSt DATE NUMBER + INTEREST/PEN PAID (-l AMOUNT PAID 02-20-2003 CD002199 51.21 980.84 04-14-2003 REFUND .00 7.87- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 E% AFP c01-03) ~GCC~ ,;,`~~Iz^ ~ DATE 04-21-2003 R~~`~'.~- " ~ ~~ ESTATE OF LOGAN WILLIAM H DATE OF DEATH 11-20-2002 ,03 (~,~ 2$ P3 ;~ILE NUMBER 21 02-1155 OUNTY CUMBERLAND ACN 101 + y t-.' ~~ ~ Amount Remitted 1~~~ , _ PA 17013~'tti't1b~^~~~"~ ~'~.. MAKE CHECK PAYABLE AND REMIT PAYMENT T0: TOTAL TAX CREDIT 1,024.18 BALANCE OF TAX DUE ,00 INTEREST AND PEN, .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU MAY BE DUE w oct:nun sEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) FAMILY SETTLEMENT AND FINAL RELEASE ~~ ESTATE OF WILLIAM HOWARD LOGAN 21-02-1155 KNOW ALL MEN BY THESE PRESENTS, that William Howard Logan, late of Camp Hill, Cumberland County, Pennsylvania, deceased, died testate on November 20, 2002, having first made his Last Will and Testament, which was duly executed on September 22, 1987 and probated in the Office of the Register of Wills of Cumberland County, on December 20, 2002. WHEREAS, the said William Howard Logan, by the aforesaid Last Will and Testament, named William H. Logan Jr. & Richard P. Logan as Executor of said Last Will and Testament; WHEREAS, Letters Testamentary on the Estate of the said decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executors, hereinafter called personal representatives; WHEREAS, the personal representatives have gathered the assets of the Estate of the said decedent and the assets consist of personal and real property with the total value of $37,599.13 as set forth in Exhibit "A", which is a copy of the Pennsylvania Inheritance Tax Return filed and approved by said personal representative, and which is attached hereto and made a part hereof, and marked Exhibit "A"; WHEREAS, the debts and deductions, including the payment of inheritance tax in the said Estate, which have now been paid, leave a balance for distribution of $21,778.71, also as set forth in the statement of said personal representative, which is attached hereto and marked Exhibit "B"; WHEREAS, the balance for distribution as shown in the said statement marked Exhibit "B" has been reduced to cash and has been distributed as herein indicated in accordance with the terms of the Last Will and Testament of the said Decedent; NOW, THEREFORE, William H. Logan Jr. and Richard P. Logan being all of the heirs under the Last Will and Testament of the said decedent, and being those persons entitled to inherit under said Last Will and Testament, do hereby each of us acknowledge that we have this day had and received from the aforesaid personal representative, in full satisfaction and payment of all sums of money, legacies, bequests, and devises as are given, devised and bequeathed to each of us respectively by the said Last Will and Testament, the amounts due us under said Last Will and Testament, which amounts we have received this day or prior to this day; and, each of us do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, we each agree that no account is necessary and we do hereby agree that we do consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphan's Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania. THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever discharge the said personal representatives, William H. Logan Jr. & Richard P. Logan, their heirs, executors, administrators and assigned, of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the Estate of the said decedent, and each of us do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this Agreement, we and each of us do hereby covenant and agree with each other and the aforesaid personal representatives, that we will contribute pro-rata our share of the Estate to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the said Estate or the aforesaid personal representatives after the signing, sealing and delivery of this Family SettlE~ment Agreement and Final Release. IN WITNESS WHEREOF, we have hereunto set uur hands and seals the day and .year noted below. ,~ ~ , ~,,,_._.. v`~ "D to i s Wil iam F-t: Logan r 5 aoo _ ~ _ ..~ P _ Date - ess ~ Richard P. Logan COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISIGIN DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOMANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX oev-isa~ Ex wv coi-oz~ DATE 04-21-2003 ESTATE OF LOGAN WILLIAM H DATE OF DEATH 11-20-2002 FILE NUMBER 21 02-1155 COUNTY CUMBERLAND ROBERT J MULDERIG ACN 101 TURD LAW OFFICES Amount Remitted 28 S PITT ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1 ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (O1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LOGAN WILLIAM H FILE N0. 21 02-1155 ACN 101 DATE 04-21-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 7,254.5 4 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable [Schedule D) (4) .00 of this form with your 5. Cash/Bank DepositslMisc. Personal Property (Schedule E) (5) 3 0,34 4.59 tax payment. 6. Jointly Owned Property (Schedule F) (6) •00 7. Transfers (Schedule Gl (7) .00 8. Total Assets (8) 37 599.13 ~ APPROVED DEDUCTIONS AND EXEMPTIONS: 14,839.58 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 74.839.58 - 12. Net Value of Tax Return (121 22,759.55 13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) [13) .00 14 Net Value of Es#ate Subject to Tax 1141 22,759.55 . NOTE: if an assessment was issued previously, lines 14, iS andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) •00 X 00 _ .00 16. Anow~t of Line 14 taxable at Lineal/Class A rate (16) 22, 759.55 X 045 . 1, 024.18 17. Amount of Line 14 at Sibling rate (17) .00 11 12 .00 18. Amount of Line 14 taxable at Collateral/Class 8 rate (18) .00 11 1 5 .00 19. Principal Tax Due (19)= 1 , 024.18 TA V PDC*1TTC DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 02-20-2003 CD002199 51.21 980.84 04-14-2003 REFUND .00 7.87- TOTAL TAX CREDIT 1,024.18 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE e oee~~un ceo o~..~e~~ ..~..- ..- ,..-^ ----- --- - - RE~.,,~~,,.~, REV-1500 -~ -~ ~, ~_~ ~ „- ,,, INHERITANCE TAX RETURN COMMONWEALTH OF PENNSYLVANIA FILE NUMBER DEPART EEPNTT O~EVENUE RESIDENT DECEDENT 21 02 ollss HARRISBURG, PA 17128-0801 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Logan, William Howard 163-OS-8779 Z w D THIS RETURN MUST BE FILED IN DUPLICATE WITH THE W 1 1/20/2002 10/07/1910 REGISTER OF WILLS O nc eooi ireci c, ci iovvwr_ cony ~oe.e .~...~ ~ ~ .~-. ~,"~r ..,,. .......... ....~.... _. ® 1. Original Retum ~ 2. Supplemental Return w Y Q y ~ 4. Limited Estate ~ 4a. Future Interest Compromise (date of death w a ~ ~I after 12-12-82) ~ ~ o I ® 6. Decedent Died Testate (Attach copy ~ 7. Decedent Maintained a Living Trust (Attach as m of Will) copy of Trust) a ~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) WZ ~W ~o oZ va z O 5 a U J. Mulderig rircM rvrnne !i, appucaoie) Turo Law Offices ELEPHONE NUMBER 717/245-9688 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) ~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship i 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ~ 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) g. Remainder Return (date o ea pnor o - ~ 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes 0 11. Election to tax under Sec. 9113(A) (Attach Sch O) ~~, 1 28 S. Pitt St. Carlisle, PA 17013 (1) None.. o=Flc~~.~us~~-.,~~~~ (2) 7,254.54 (3) None (4) None (5) 30,344.59 (6) None - (7) None (8) 37,599.13 rc i 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 14,839.58 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 14, 8 3 9.5 8 12. Net Value of Estate (Line 8 minus Line 11) (12) 22,759.55 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not (13) been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 22,759.55 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) o i 16.Amount of Line 14 taxable at lineal rate 22,759.55 x .045 (16) 1,024.18 a : 17. Amount of Line 14 taxable at sibling rate x .12 (17) 0 U ~ i 18. Amount of Line 14 taxable at collateral rate x 15 (18) I , '' 19. Tax Due (19) 1,024.18 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 208 S. 15th Street CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (5A) (5B) 1,024.18 1,032.05 0.00 -- 7.87 0.0~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" iN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :............................................................................. ^ b. retain the right to designate who shall use the property transferred or its income :................................ ^ c. retain a reversionary interest; or ............................................................................................................ ^ d. receive the promise for life of either payments, benefits or care? .......................................................... ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................................................ ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?...... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................................... ^ 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, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILIN ETURN ADDRESS DATE William Logan, Jr. 4 San Juan Drive `/v ~~a~~~.i:~~'~Yi Mechanicsburg, PA 17055 '7_~'2-~ ~,, "7 ~ ~/ 208 S. 15th Street ,~,,,, Camp Hill, PA 17011 .g _..._ o e ~ 28 S. Pitt St. -+E~ Carlisle, PA 17013 ~ ~~a ., For dates of death do 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. §9116 (a) (1.1) (i)J. 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. §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. §9116 (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. §9116 1.2) [72 P.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. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in r;ommon with the decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCWEDULE B STOCKS & BONDS ESTATE OF Logan, William Howard r~~t rvuma~rc 21-02-01155 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH TOTAL (Also enter on line 2, Recapitulation) I 7,254.54 SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Logan, William Howard FILE NUMBER 21-02-01155 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 DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 Allfirst Bank Account #00561-4522-5 1,014.23 2 Allfirst Money Fund Alternative Acct #00982-9979-4 29,017.69 3 miscelaneous cash 147.67 4 IRS refund ~ 165.00 TOTAL (Also enter on Line 5, Recapitulation) ~ 30,344.59 COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Logan, William Howard Debts of decedent must be reported on Schedule I. ITEM j DESCRIPTION NAUMBER ~ FUNERAL EXPENSES: 1 ~ Myers-Hamer Funeral Home, 1903 Market Street, Camp Hill, PA 17011 2 B. SCHEDULE H FUNERAL ~((PENSES & ADMINISTR/~TNE COSTS 1 2. 3. 4. 5. 6. 7. 1 FILE NUMBER 21-02-01155 AMOUNT j 8,638.00 Knights of Columbus, Counci14068, 2317 Old Gettysburg Pike, Camp Hill, PA 17011 - ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees Turo Law Offices Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Richard P. Logan Street Address 208 S. 15 Street City Camp Hill State PA Zip 17011 Relationship of Claimant to Decedent Son Probate Fees Comberland County Register Of Wills ~ The Sentinel -Estate Notice Cumberland Co. Law Journal -Estate Notice Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs 560.63 1,850.00 3,500.00 107.00 108.95 75.00 TOTAL (Also enter on ilne 9, Recapitulation) 14,839.58 SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Logan, William Howard 21-02-01155 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO i AMOUNT OR SHARE DECEDENT D N u tTru ee OF ESTATE I. i TAXABLE DISTRIBUTIONS (include outright spousal distributions) ------- 1 ~ ~ William H. Logan, Jr., 4 San Juan Drive Son Fifty Percent ~ Mechanicsurg, PA 17055 i 2 Richard P. Logan, 208 S. 15th St. Son Fifty Percent Camp Hill, PA 1701 l I~ i I nter dollar amounts for distributions shown above on lines 15 through 18, as appropri i i ate, on Rev 1500 cover she~ t II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT I BEING MADE I I ~~ I I i i B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ~~ i it I I TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE ~ ~ - - -- __ rzst 3~Ii11 ~n~ C~TPStrxme~tct OF WILLIAM HOWARD LOGAN I, WILLIAM HOWARD LOGAN of Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory and understanding do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I direct my Executor or Executrix hereinafter named to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. SECOND I direct my Executor or Executrix to pay all taxes that may be assessed in consegv~ence of my death, of whatever nature and by whatever jurisdiction imposed, from the property passing under this Will as an expense and cost of administration of my estate. THIRD I give, devise and bequeath my estate of whatsoever nature T 2 w'-' _` GRIFFIE, TURO, BLANK & GRELL ATTORNEYS•AT-LAW SVITE 102, 9alS NORTH 21ST STREET CAMP HILL, PENNSYLVANIA 17011 200 NORTH HANOVER 3TREE~' CARLISLE, PENNSYLVANIA 17013 1 and wheresoever situated unto to my beloved Sons, WILLIAM H. LOGAN, JR. of Upper Allen Township, Cumberland County, Pennsylvania and RICHARD P. LOGAN of the Borough of Camp Hill, Cumberland County, Pennsylvania in equal shares, share and share alike, per stirpes provided- they survive me by sixty (60) days. FODRTH In addition to powers given to them by law, my Executor or Executrix, and Trustee and their successors and any guardian acting hereunder shall have the following discretionary powers applicable to all real and personal property held by them, effective without court order and until actual distribution. (a) To retain all property received by them including the stock of any corporate fiduciary acting hereunder, provided such property remains productive; (b) To invest in all forms of property without restriction to investments authorized to fiduciaries, so long as such investments are productive; (c) To join in any recapitalization, merger, reorga delegate authority with respect '' ~- ~ ~ ~ C.. corporation, partnership, nization or voting trust plan; to thereto; to deposit investments j~ ~ .L.^~ /t i r ~~~~l.~~y ~ G~-v GRIFFIE, TlJRO, BLANK & GRELL ATTORNEYS•AT-LAW SUITE f02, 3OO NORTH 21ST STREET 200 NORTH HANOVER STREET CAMP HILL, PENNSYLVANIA 77011 CARLISLE, PENNSYLVANIA 17013 2 ~~ under agreements and pay assessments; and generally to exercise all rights of investors; (d) To compromise controversies; (e) To exchange or sell real estate for cash, property or credit, publicly or privately, or to lease, even for a term exceeding five (5) years, without liability on the purchasers or lessees to see the application of the consideration, and to give options for these purposes without obligation to repudiate them in favor of a higher offer; (f) To apply income or principal to which any beneficiary is entitled directly for his or her maintenance and support should they deem such beneficiary incapable of receiving the same by reason of age, illness or any infirmity or incapacity, or to pay the same to such person as they select to disburse it, whose receipt shall be a complete acquittance therefore, without the intervention of any guardian; (g) To borrow money, including the right to borrow from any corporate fiduciary acting hereunder, and mortgage or pledge as security; (h) To hold investments in the name of the nominee; L~ ~-~~.~ / ~/ ~ ~~ ~~~,~LCI,G!lz ,:~~~i..,~. ~ ~Z,-t Div GRIFFIE, TORO, BLANK 8e GRELL ATTORNEYS-AT-LAW SUITE 702. 9S6 NORTH 21ST STREET 200 NORTH HANOVER STREET CAMP HILL. PENNSYLVANIA 17071 CARLISLE, PENNSYLVANIA 17013 3 (i) To distribute in cash or kind or partly in each as valuations fixed by them; (j) To assume continuance of the status of any beneficiary with reference to marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumption; and (k) To undertake any and all acts deemed necessary and proper by them for the proper and advantageous management of the settlement of my estate. FIFTH I appoint my beloved Sons, WILLIAM H. LOGAN, JR. and RICHARD P. LOGAN as Joint Executors of this Will. In the event that either son would be deceased, unable or unwilling to so serve, I appoint the remaining son as Executor under this Will. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. SIXTH Any person who shall have died at the same time as I shall have, or in a common disaster with me, or under such circumstances that the order of our deaths cannot be established by proof, or within sixty (60} days of my death, shall be deemed to have predeceased me. ,~~ % ~~ ~-~ - 4 Gam'' ` / 1. ,.~-- GR(F-FtE. TORO, BLANK 8e GRELL ATTORNEYS-AT-LAW SUITE 102, 3SII NORTH 21ST STREET 200 NORTH HANOVER STREET CAMP HILL, AENNSYLVANIA 17011 CARLISLE, PENNSYLVANIA 17013 ^ SEVENTH I hereby declare it to be my express desire that the Executor or Executrix employ the Law Firm of Griffie, Turo & Grell of Carlisle, Pennsylvania, for legal advice and assistance in the probate and administration of this my Last Will and Testament, they having considerable knowledge of my financial affairs, views, and wishes respecting matters which may arise in connection with the administration of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of this and the preceding four (4) pages, at the end of each page of which I have also set my signature for greater security and better identification this ~ ~ day of ~ 2. ~ ~~~%-~ +(~ t ~'~ , 19 g'7 , ~.. ~ i1 WILLIAM HOWARD LOGA13 ~~- GRIFFIE, TURO. BLANK & GRELL ATTORNEYS•AT-LAW SUITE 102, 3E6 NORTH 21ST STREET 200 NORTH HANOVER STREET CAMP HILL, PENNSYLVANIA 17011 CARLISLE, PENNSYLVANIA 17013 ~--- ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) I, WILLIAM HOWARD LOGAN, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. /^ WILLIAM HOWARD LOG Sworn or affirmed and acknowledged before me by WILLIAM HOWARD LOGAN, the Testator this .~~~/'~C~ day of ~ - '' ~~ / ~! Notary P 1is ISA INARtE ULSH, Notary Public Camp Hill, CumSertand Co., Pa. N-Y Commission Expires AAay 13, 1991 GRlPFtE, TURO. BLANK 8e GRELL ATTORNEYS-AT-LAW SUITE t02, sea NORTH 21ST STREET 200 NORTH HANOVER STREET CAMP HILL, PENNSYLVANIA 17011 CARLISLE, PENNSYLVANIA 17013 6 at. t. Tr~a~>•Tm COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) ~----- We, GiL 1 ~'~ f'~ C' and the witnesses whose names are attached to the foregoing document being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the G7i11 as witnesses and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no undue influence. L 2 ..~.~- Sworn or affirmed and acknowledged before me b.y ~----- ~~02- l ~-C ^- ~ and ~ 4.,e~ ~_ GF-e,~(, ~ w i t n e s s e s this ~%~~~ day of ~2.sO,~P/YF~.CA/r . 19 8 7 . ~~~~~~ ~° Notar 'Public .~~+ MARlE ULSH, Notary Public Camp Hill, Cumberland Co., Pa. My Commission Expire May 13, 1991 GRIFFIE. TURO, BLANK & GRELL ATTORNEYS•AT-LAW SUITE 102, S6D NORTH 21ST STREET 200 NORTH HANOVER STREET CAMP HILL, PENNSYLVANIA 17011 CARLISLE, PENNSYLVANIA 17013 Exhibit "B" Statement of Distribution Gross assets $37,599.13 Liabilities A. Myers-Harner Funeral Home $8,638.00 B. Knights of Columbus Council 4068 $560.63 C. Turo Law Office $1850.00 D. Richard P. Logan $3,500.00 E. Cumberland County Register of Will $107.00 F. Sentinel Estate Notice $198.95 G. Cumberland County Law Journal $75.00 H. Pennsylvania Department of Revenue $980.84 The amount remaining to be distributed $21,778.71 A. Distribution to Richard P. Logan $9,139.36 B. Distribution to William H. Logan Jr. $12,639.36 /~-/Ib - ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 ROBERT J MULDERIG TURD LAW OFFICES 28 S PITT ST CARLISLE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ~G~~ #(~r ,~:~ 'Q3 MAY 16 A1D :45 ,~ LF~t'r.-~_ _ z~~'- REY-1f 07 EX AFP (O1-OS] DATE 04-28-2003 ESTATE OF LOGAN WILLIAM H DATE OF DEATH 11-20-2002 FILE NUMBER 21 02-1155 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (O1-031 ~*~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ESTATE OF LOGAN WILLIAM H FILE N0. 21 02-1155 ACN 101 DATE 04-28-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHONN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-14-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 1,024.18 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 02-20-2003 CD002199 51.21 980.84 04-14-2003 REFUND .00 7.87- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. [ IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), .~..~. ~~~ ne nnc a DFF1011h_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 1,024.18 .00 .00 .00 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/01/2004 MULDERIG ROBERT J 28 S PITT STREET CARLISLE, PA 17013 RE: Estate of LOGAN WILLIAM HOWARD File Number: 2002-01155 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 11/20/2004 Your prompt attention to this matter will be appreciated. Thank You. S' erely' GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 10/11/2005 MULDERIG ROBERT J 28 S PITT STREET CARLISLE, PA 17013 RE: Estate of LOGAN WILLIAM HOWARD File Number: 2002-01155 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/20/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~ ~~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge rer' o~ ~ y i 0 Name of Decedent: Date of Death: Register of Wills of Cumberland County Estate No.: °1 ~C> ~ ~' ~ /~ ~ S~ Pursuant to Ruie 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whe administration of the estate is complete: Yes No C1 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the person rep sentative file a final account with the Court? Yes [1 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the pers al re sentative state an account informally to the parties in interest? Yes~No f c. Copies of receipts, releases, joinders and approval of formal or informal accounts maybe filed with the Clerk of e Orphans' Court and maybe attached to this report. Dater 7 Address .. ~ ...; =''-' Telephone No. ,~ Capacity: ^ Personal Representative a~ E I = _ i.. ~ ~ 3 ~~'r "~ "' "'_~('~' ~ounsel for personal representative y{ +_I_~ z `' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 240607 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 010867 PURITY ABSTRACT CO 3329 MARKET STREET CAMP HILL, PA 17011 fold ESTATE INFORMATION: ssN: ~s3-o5-8779 FILE NUMBER: 2102-1 155 DECEDENT NAME: LOGAN WILLIAM HOWARD DATE OF PAYMENT: 02/06/2009 POSTMARK DATE: 02/06/2009 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 /20/2002 REMARKS: RECEIPT TO ATTY CHECK#72417 SEAL REGISTER OF WILLS ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 53,192.45 TOTAL AMOUNT PAID: INITIALS: WZ REV-1162 EX111-96) $3,192.45 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS -~ REV-1500 15056041147 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue county code rear File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.2soso~ 21 0 2 0115 5 Harrisburg, PA ~~~2s-oso~ RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 163058779 11202002 10071910 Decedent's Last Name Suffix Decedent's First Name MI LOGAN WILLIAM H (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ^ 1. Original Retum ® 2. Supplemental Retum ^ 3. Remainder Retum (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Retum Required (date of death after 12-12-82) ® 8 Decedent Died Testate ~ Decedent Maintained a Living Trust 8. Total Number of Safe De Slt Boxes (Attach Copy of Will) ^ (Attach Copy of Trust) ~ ^ 9. Litigation Proceeds Received ^ 1 p, Spousal Poverty CredH (date of death ^ 11. Election to taX under Sec. 9113(A) between 12-31-91 and i-1-95) (Attach SCFI. O) -CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JAMES M ROBINSON 7172459688 Firm Name (If Applicable) TURO LAW OFFICES First line of address 28 S. PITT STREET Second line of address City or Post Office CARLISLE State ZIP Code PA 17013 Correspondent'se-mailaddress: JRobinson a~TuroLaw.com Under penalties of perjury, I deGare that I have examined return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. DeG-aration of preparer a an the personal representative Is based on all information of which preparer has any knowledge. William H. Logan, Jr. 4 Sin Juan Drive, McF~nicsburg, PA 17055 SIGNA RE OF PREPA R O HE N CEP ESENTATIVE t James M Robinson a. D SS S. Pitt Stre ,Carlisle, PA 17013 Side 1 15056041147 15056041147 REGISTER OF WILLS USE ONLY ~~ O t~~J I te' W ..i> r -~ r1-I ~. 'T f = _. ~ -~ .. C~JJ ~_~_ ....~\1 Ti ~_1' ~' FILED a - y -,'~ : ~) w J ADDITIONAL Personal Representatives Logan, William Howard SS# 163-05-8779 11/20/2002 Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. 2 Signature Name Richard P. Logan Address 208 S. 15th Street City, State, Zip Date 3 Signature Name Address City, State, Zip Date 4 Signature Name Address: City, State, Zip Date 5 Signature Name Address: City, State, Zip Date 6 Signature Name Address: Camp Hill PA 17011 c~ 9 City, State, Zip Date REV-1500 EX 15056042148 DecedenesName: LOGAN, WILLIAM HOWARD -- - -- RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3 4. Mortgages 8 Notes Receivable (Schedule D) .......................................................... 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7, 8. Total Gross Assets (total Lines 1-7) ....................................................................... g. 9. Funeral Expenses 8 Administrative Costs (Schedule H) ......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ...................................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................. 13, 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................ __ ___ ..... 14. ___ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal taz rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 5 3, 1 8 7. 4 1 16. 17. Amount of Line 14 taxable at sibling rate X ,12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number 163058779 53,187.41 53,187.41 0.00 53,187.41 53,187.41 2,393.43 2,393.43 Side 2 15056042148 15056042148 J REV-1500 EX Page 3 File Number 21 - 02 - 01155 Decedent's Complete Address: E E NA Logan, William Howard - - _ - -_ -- STREETADDRESS - - 208 S. 15th Street CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credk B. Prior Payments C. Discount 3. Interest/Penalty if applicable p. Interest E. Penalty 799.02 Total Credits (A + B + C) Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (2) 0.00 (3) 799.02 (4) (5) 3,192.45 (5A) (56) 3,192.45 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................. ~ ^ b. retain the right to designate who shall use the property transferred or its income :.................................... ^ 0 c. retain a reversionary interest; or .................................................................................................................. ^ d. receive the promise for I'rfe of either payments, benefits or care? .............................................................. ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... ~] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent p2 P.S. §9116 (a) (1.1) (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 zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot 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 zero (0) percent [72 P.S. §9116 (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 four and one-hall (4.5) percent, except as noted in 72 P.S. §9116 1.2) p2 P.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 twelve (12) percent [72 P.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. (1> 2,393.43 SCHEDULE G COMMONWIJ1LTFt of PENNSYLVA"'" INTER-VIVOS TRANSFERS ~ INHERfiANCE TAX RETURN RESIDENTDECEDENi MISC. NON-PROBATE PROPERTY ESTATE OF Logan, William Howard FILE NUMBER 21 -02-01155 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER °ESCRIRn°N °F PR°PERTr Include the name of the transferee, their ~elafior~shiP m decedent and the date of transfer. AfFach a copy of the deed for real estate. °ATE °F °EATM VALUE OF ASSET ~s INTEREST °Ca~~ QF RPPLICABL~ TAXABLE VALUE 1 Life Estate in 208 S. 15th Street, Camp Hill, PA 53,187.41 10000% 53,187.41 Valued at 48% Assessment x Common Level Ratio on Decedents date of death TOTAL (Also enter on line 7, Recapitulation) I 53,187.41 REV-+su ex«,ts-oo) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Logan, William Howard S(:F~DIJLE K LFE ESTATE AN~TY &TERM CERTAN (CheckBox4on F~1900 Caller FILE NUMBER 21 -02-01155 This schedule is to be used for all single life, joint or successive life estate and tens certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. ^ Will ^ Intervivos Deed of Trust ^ Other NAME(S) OF NEAREST AGE AT LIFE TENANT(S) DATE OF BIRTH DATE OF DEATH William Howard Logan '10/07/1910 I 92 TERM OF YEARS LIFE ESTATE IS PAYABLE Life or ^ Term of Years Life or ^ Term of Years Life or ^ Term of Years Life or ^ Term of Years 1. Value of fund from which life estate is payable $ 76,451.50 1. Value of fund from which annuity is payable $ 2. Check appropriate block below and enter corresponding (number) Frequency of payout - ^ Weekly (52) ^ Bi-weekly (26) ^ Monthly (12) ^ Quarterly (4) ^ Semi-annually (2) ^ Annually (1) ^ Other 3. Amount of payout per period 4. Aggregate annual payment. Line 2 multiplied by Line 3 5. Annuity Factor (see instructions) Interest table rate - ^ 3 112°l0 ^ 6% ^ 10% ^ Variable Rate 0.00 6. Adjustment Factor (see instructions) -- _ 7. Value of annuity - If using 3 1/2%, 6%, 10% or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3 NpTE; The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resulting I'Ife or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16, 17 and 18. Turo Law Offices RON TURD, Esquire - Of Counsel GALEN R. WALTZ, Esquire JAMES M. ROBINSON, Esquire MICHAEL R. SMITH, Esquire LORIN A. SNYDER, Esquire BRIAN O. WILLIAMS, Esquire MEMORANDUM TO: PA Department of Revenue FROM: James M. Robinson, Esquire DATE: February 2, 2009 RE: Estate of William Howard Logan File No. 21-02-01155 Valuation of Life Estate www.TuroLaw.com 28 South Pitt Street Carlisle, Pennsylvania 17013 (717) 245-9688 (800) 562-9778 Fax (717) 245-2165 According to the Cumberland County Tax Assessment Department, the assessment of 208 S. 15th Street, Camp Hill, PA on October 3, 1996, the date of transfer was: Assessment $ 5,350.00 Common Level Ratio x14.29 Est. Market Value $ 76,451.50 According to the Cumberland County Tax Assessment Department, the assessment of this property on November 20, 2002, the Decedent's date of death, was: Assessment $109,710.00 Common Level Ratio x 1.01 Est. Market Value $110,807.10 Attached is ahand-written calculation performed by Bill Lyons of your Department calculating the value of the Life Estate to be 48% of the estimated market value at Mr. Logan's date of death, or $53,187.41. FMV $76,451.50 27,000/52,131 = .52 Factor x .68188 Value $52,131.00 Tax due on 48% of date of death market value 07:/2912009 12:55 717-783-3467 INHERITANCE TAX r DST I ~ rc~, .Z ~"' ~"- ~'~ ~ ~~ k' ~..~r` PAGE 01 ,~,: ~~~ V( 0 ..J J w y~ ~ y,,.._. _~ ~ECCRDER OF DEEDS ~~°~`~~DE„LarrD COl1NTY-Pa '9b QCT.~3 fl~ 11 ~~ Tax Parcel No. 01-22-o82s-o78 THIS DEED MADE this 3Rc~ day of (~CTb~~" (Z , in the year nineteen hundred ninety-six (1996); BETWEEN RICHARD P. LOGAN and WILLIAM H. LOGAN, of Cumberland County, Pennsylvania, as joint tenants with the right of survivorship and not as tenants in common, hereinafter called Grantors, AND RICHARD P. LOGAN and SUZANNE J. LOGAN, husband and wife, of Cumberland County, Pennsylvania, hereinafter called Grantees, WITNESSETH, that in consideration of the sum of TWENTY-SEVEN THOUSAND ($27,000.00) DOLLARS, in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey, in fee simple, to the said Grantees, ALL that certain tract or parcel of land and premises situate lying and being in the Borough of Camp Hill and the County of Cumberland in the Commonwealth of Pennsylvania, more particularly described as follows: BEGINNING at a point eighty (80) feet South of the southwest corner of Second and Fifteenth Streets; thence westwardly along the south side of Lot Number 81, one hundred and fifty feet (150) to a point in a twenty (20) feet wide alley; thence southwardly along the East side of said alley, forty (40) feet to a point; thence estwardly along the north line of Lot Number 83, one hundred and fifty (150) feet to a point on Fifteenth Street; thence northwardly along the west side of said Fifteenth Street forty (40) feet to the place of BEGINNIlVG. IT BEING Lot Number 82 on a Plan of Lots known as "Greater Harrisburg," and having thereon erected atwo-story single frame dwelling numbered 208 South Fifteenth Street, Camp Hill, Pennsylvania. RESERVING unto W. Howard Logan a life estate for the use and enjoyment of the subject property for the remainder of his lifetime. UNDER AND SUBJECT to all valid restrictions of record. BEING the same premises which W. Howard Logan, by Deed dated September 28, 1987, and recorded September 29, 1987, in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book "Y", Volume 32, Page 477, granted and conveyed unto Richard P. Logan and William H. Logan, as joint tenants with the right of survivorship and not as tenants in common, Grantors herein. Sn~anne J. Logan, the wife of Richard P. Logan, and Marcella Logan, the wife of William H. Logan, join in this conveyance for the purpose of transferring any and all interest in the subject property pursuant to their marriage to their respective husbands. 3a0K ~.~'7 r"dGE 2~ THIS IS A TRANSACTION BETWEEN BROTHER AND BROTHER TO BROTHER AND WIFE AND THEREFORE IS EXEMPT FROM REALTY TRANSFER TAX PURSUANT TO 72 P.S. § 8102- C.3(6). AND the said Grantors will warrant generally the property hereby conveyed. IN WITNESS WHEREOF, the Grantors have hereunto set their hands and seals the day and year first above written. Sealed and delivered in the presence of: ~' /, ~ ~ ~ Richard P. Logan H. Logan ~~ r ~J Suz a J. Logan ~/ ,~ \ ,~~/ `~ /~G ACC'.--~ ~ , 7~ ~~ ~~-- Marcella Logan ~ REGISTERED SY T1iE ~ g gA+kOUGH ~~ ~~~ ~~ U ~_ ~` Secr~.::~ary ~o~ ~~7 ~acc 2~. ACHNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS On this 3 Rcl, day of OcT~~ 1996, before me, a Notary Public, the undersigned officer, personally appeared Richard P. & Suzanne J. Logan and William H. & Marcella Logan, known to me, (or satisfactorily proven) to be the persons whose names are subscribed to the foregoing instrument and acknowledged the foregoing deed to be their act and deed and desired to be recorded as such. WI'T'NESS my hand and official seal, the day and year aforesaid. ..:.. 1 ~ r~ ~ , .- NOT Y PUBLIC Kj, ~~~ _V4 Apq{N~~ a ..,_ ~"4 : o~+ Ex ln++e 3, 2~d k t t,;. a I HEREBY CERTIFY that the precise address of the Grantees herein is: 208 South Fifteenth Street Camp Hill, PA 17011-5503 (// ~ ~oo~c x.47 ~, cE 2? COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND RECORDED in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Deed Book ~, Page . -? WITNESS my hand and seal of Office this _> day of C_~'.~ , 1996. RECORDER OF DEEDS ROBERT PETER KLINE ATTORNEY & COUNSELLOR AT LAW LAW OFFICES OF RON TURD 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~NtlTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES -APf~RAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE 7AX DIVISION - ",DF ~DE•DUCTIONS AND ASSESSMENT OF TAX ` PO BOX 280601 ' HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09) ~~(~ ~~~ -~ ~~ i2' ~~ . DATE 07-27-2009 ESTATE OF LOGAN WILLIAM H CLCf~K;JC DATE OF DEATH 11-20-2002 FILE NUMBER 21 02-1155 ~~I~ (;(~U~T p QR COUNTY CUMBERLAND ~ ~ ~ " JAMES M ROBINSON CU~~~~~~~ ' " ' `~~` ~' " ACN 101 TURD LAW OFFICES APPEAL DATE: 09-25-2009 28 S P ITT ST (See reverse side under Objections) CARLISLE PA 17013 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ---------------- -- ~ RETAIN LOWER PORTION FOR YOUR RECORDS E--~ -------------------------------------------------------------------- ---- - REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LOGAN WILLIAM H FILE N0. 21 02-1155 ACN 101 DATE 07-27-2009 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account, 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) C7) 53, 187.41 8. Total Assets (8) 53,187.41 APPROVED DEDUCTIONS AND EXEMPTIONS: .00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00 11. Total Deductions (11) -~~ 12. Net Value of Tax Return (12) 53, 187.41 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) 75,946.96 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) •0 0 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 75,946.96 X 045= 3,417.61 17. Amount of Line 14 at Sibling rate (17) .00 X 1 2 = .00 18. Amount of Line 14 taxable at Collateral/Class $ rate C18) .00 X 1 5 = .00 19. Principal Tax Due C19)= 3,417.61 TAY /`D (TIT TC. PAYM NT DATE EC IPT NUMBER DISCOUNT +) INTEREST/PEN PAID C-) AMOUNT PAID 02-20-2003 CD002199 51.62 980.84 04-14-2003 REFUND .00 7.87- 02-06-2009 CD010867 798.89- 3,192.45 TOTAL TAX CREDIT 3,418.15 BALANCE OF TAX DUE .54CR INTEREST AND PEN. .00 TOTAL DUE .54CR ~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ,l • e«~~~r eer vCVFRSF sInE OF THIS FORM FOR INSTRUCTIONS J