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HomeMy WebLinkAbout06-13-12 (2)1505610143 -'~ REV-1500 EX (01-10) ~'.~ OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 60X.280601 INHERITANCE TAX RETURN 21 12 0524 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Date of Birth Social Security Number Date of Death 086 20 0543 03 29 2012 09 30 1926 Decedent's Last Name Suffix Decedent's First Name MI SLOAND JOHN I' (If Applicable) Enter Surviving Spouse's Information Below MI Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ^ 3_ Remainder Return (date of death 1. Original Return 2. Supplemental Retum ^ prior to 12-13-82) ^ 4. Limited Estate qa. Future Interest Compromise ^ 5. Federal Estate Tax Return Required ^ (date of death after 12-12-82) 6 Decedent Died Testate ~ Decedenpt Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) ^ (Attach (;opy of Trust) ^ ^ 10 Spousal Povert Credit date of death ^ 11. ~ lection to tax under Sec. 9113(A) 9. Litigation Proceeds Received between 12-31 ~J1 and ~-1-95) Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIADaytime Telephone Numbe BE DIRECTED T0: Name LAUREN E BOGAR 717 737 8761 First line of address ONE WEST MAIN STREET Second line of address City or Post Office State ZIP Code SHIREMANSTOWN PA 17011 REGISTER OF aIVjLLS USE 019E1( C ~ ra z t~ - !~? ~ ,,_ - `'~ .7 ~' ~~ : DATE ~ h'a r~ ~~ r.,,~ G> C~~ ~jt r- C~'r ~n Ibo ar bo arlaw.com Correspondent's a-mail address: g @ g U Eder penao Ia~d comoleteecDeclahation of pfeparer otlher thanuthe peirusonal rep(esentative ,s based on adll Inforrnation~ of whlchhpreparerfhas any knowledge.belief, ~~T~ Patricia A. Epple - ~/~- ~~1 2830 Oakwood Drive Harrisbur PA 17110 DATE SIr;NATURE OF PREPARE$.QTHER THAN REPRESENTATIVE r ~ ~ ~ ,~ Lauren E. Bogar -- ~ ~ ~~ One Wes Main Street, Shiremanstown, PA 17011 1505610143 Side 1 1505610143 J PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF 1 21 12 0524BER Sloand, John L. 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 his any knowledge. Signature #2 Name Address1 Address2 City, State, Zip Date 17 Belvedere Drive ~~. REV-1500 EX 1505610243 Decedent's Name: SlOand, John L. 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 & 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 N,o~ Probate Property (Schedule G) u Separate Billing Requested............ 7. 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8. 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. 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 13. Charitable and Governmental BequestslSec 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. Decedent's Social Security Number 086 20 0543 3,190.48 397,504.22 150,480.22 551,174.92 25,363.87 25,363.87 525,811.05 12,500.00 513,311.05 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable 513 , 311.0 5 16. at lineal rate X .045 17. Amount of Line 14 taxable 0 0 0 17 at sibling rate X .12 . . 18. Amount of Line 14 taxable 0 0 0 18 at collateral rate X .15 . . 19. Tax Due ................................................. ............................................................... .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 23,099.00 0.00 0.00 23,099.00 Side 2 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-12-0524 DECEDENT'S NAME Sloand, John L. STREET ADDRESS Messiah Village 100 Mt. Allen Drive CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 23,099.00 2. Credits/Payments A. Prior Payments B. Discount 1,154.95 Total Credits (A + B) (2) 1,154.95 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (5) 21,944.05 k~ky t Make Check Payable to: REGISTER O_ F WILLS, AGENT. ..~Y"YeJ.S .,._"~''~~``.. .. `~i 1i`y. `'~"~r~.':l. ~~:f;`.: -.., ,~ ,~ ~t.~y, .~_~~ '~1...''F~' ?-.. ``1~. 'r~~° ,mss'', ''~. ~ ~:-~ t°`.~' :5~'"q. ~?•.. .. _ ~. 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 :............................................................................... ^ ^x 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? .................................................................................................................... ^ ^x 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death?....... ^x ^ 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. r a ~+~?~„`~'. 5 ,. _.,~... :~r .'.. s,. _ i ~_ ".~." ~~' .~ ~ y- ~ ~x,.~ 'us. .i ~c c'd . ~ n3'. ,.~'~4•.~- , For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 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 0 percent [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 21 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 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 4.5 percent, 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 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. Rev-1503 EX+(6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA I I INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Sloand, John L. 21-12-0524 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 44 shares of Excelon Stock 38.92 1,712.48 2 40 shares of MetLife Stock 36.95 1,478.00 TOTAL (Also enter on Line 2, Recapitulation) 3,190.48 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) EXC Historical Prices ~ Exelon Corporation Common ~tocK ~tocK - Y anoo! rmance rage i or ~ New User? Register Sign in Haip Preview Mail wl Y! Toolbar h4ail My Y! Yahoo! ~~ Search Search Web L,_ _ _ ~ __ _ _.~ HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES FANTASY FINANCE Get Quotes Mon. Apr 30, 2012, 3a7pm EDT - US Markets close in A3 mins Dow 10.32 % Nasdaq 10.80% ~'~'"~ E~TRADE START O E/~\i EXeQIOf(I~COrpOrat1011 (EXC)-NYSE ~ Add to Portfolio; Like ~ 47- 38.92 ~.~0 ~0.~~%~ 3:18PM EDT -Nasdaq Real Time Price Historical Prices Get Historical Prices for: GO Set Date Range _ i Daily Start Date: Mar ' 29 2012 ', Eg. Jan 1, 2010 Weekly End Date: May': 29~ 2012 ~: Monthly _. --- _ _. Dividends Only ..Get Prices. First I Previous I Next I Last Prices Date Open High Low Close Volume Adj Close* Apr 27, 2012 38.70 38.94 38.63 38.92 18,655,500 38.92 Apr 26, 2012 38.17 38.73 38.03 38.59 4,440,300 38.59 Apr 25, 2012 38.02 38.16 37.82 38.16 6,080,500 38.16 Apr 24, 2012 37.70 38.05 37.70 37.94 5,495,000 37.94 Apr 23, 2012 37.62 37.77 37.60 37.69 4,229,400 37.69 Apr 20, 2012 37.59 37.88 37.54 37.75 4,863,400 37.75 Apr 19, 2012 37.63 38.00 37.48 37.61 5,023,000 37.61 Apr 18, 2012 38.02 38.02 37.60 37,65 4,121,400 37.65 Apr 17, 2012 38.01 38.12 37.66 38.07 3,446,800 38.07 Apr 16, 2012 37.59 38.00 37.50 37.81 4,293,600 37.81 Apr 13, 2012 37.89 38.27 37.48 37.49 5,557,200 37.49 Apr 12, 2012 38.29 38.29 37.76 37.89 6,108,400 37.89 Apr 11, 2012 38.18 38.28 38.00 38.18 4,791,900 38.18 Apr 10, 2012 38.19 38.27 37.97 38.01 8,057,000 38.01 Apr 9, 2012 38.17 38.37 38.15 38.23 6,051,700 38.23 Apr 5, 2012 38.72 38.77 38.32 38.37 6,534,600 38.37 Apr 4, 2012 38.71 38.92 38.60 38.89 5,091,700 38.89 Apr 3, 2012 39.13 39.17 38.71 38.93 6,117,700 38.93 Apr 2, 2012 39.31 39.35 39.04 39.21 5,158,800 39.21 Mar 30, 2012 39.21 39.23 39.04 39.21 5,117,000 39.21 Mar 29, 2012 38.74 39.15 38.70 39.12 5,814,100 39.12 * Close price adjusted for dividends and splits. First ~ Previous ~ Next ~ Last ~iDownload to Spreadsheet Currency inuSD. MaI'Ch 29, 2012 Value High $39.15 Law $38.70 Median $38.92 44 Shares X $38.92= $1,712.48 http://finance.yahoo.com/q/hp?s=EXC&a=02&b=29&c=2012&d=04&e=29&2012&g=d 4/30/2012 wens Fargo sank, N.A. Payable Date 0277494 ~ ,:, 1-' Disbursing Agent 0411 1112 ~ Payable at: n~ ~~ ~ Wells Farr~o Bank, N A - - --- - __ __ - -- - 115 Hc~spltal prive Van Wert, bH 45891 AMOUNT OF CHECK Six 8~ 41/100 U.S. Dollars * ~ *$6.41 PAY TO THE ORDER OF Void after 180 days JOHN L SLOAND G/O BARB BOWKER 109 CURTIS DR EAST BERLIN PA 17316-9397 11'0 2??49411' 1:04 ~ 2038 241: 9600 3r4487511^ Exel~inm ~~ _ ___ ~cc, ' 'Ruth i2ed=Signature 37323 CUSIe NUMBER: 30161N101 Signature Mayne GomputerGenereted o2rrasa Exelon Corporation Common Stock Account Information Current Dividend Summary Total Dividends Year to-Date Account Number 3402843455 Record Date 03!09/12 Payable Date 04/11 /12 Rate Per Share $0.1457500 Record-Date Shares 44.000 Gross Dividend $6.41 Federal Tax Withheld $0.00 NRA Tax Withheld $0.00 State Tax Withheld $0.00 Net Dividend $6.41 For online account information, please visit www.shareowneronline.com If you have any questions, please call Shareowner Services: Tol I-free: 800-626-8729 Local: 651 450-4064 Gross Dividends $29.51 Federal Tax Withheld $0.00 NRA Tax Withheld $0.00 State Tax Withheld $0.00 Net Dividends $29.51 Retain (or tax purposes Illlii iiiii iiiii iiiii iiiii iiiii iiiii iiiii iiiii iiiii iiq IIII I Illliii iii iiiii~i im,iiq IIII Exelon Corporation Common Stock If your address has changed, or if you would like information regarding direct deposit of dividends or the dividend reinvestment plan, please visit www.shareowneronline.com or check the appropriate boxes below, print the correct information, detach and mail this card to the address provided on the reverse side. Note: If federal tax is withheld and you want to discontinue the withholding, please check the W-9 Certification box to receive a W-9 to certify your Tax-ID. Change Address as ~ Direct Deposit ~ Dividend ~ W-9 indicated on reverse of Dividends Reinvestment Certification Account Number 3402843455 Issue Number EXC1 Signature(s) are required for an address change. JOHN L SLOAND C!O BARB BOWKER X 109 CURTIS DR EAST BERLIN PA 17316-9397 X m o- a Date _ F oaoaiz -~ III II ~~' I IIIIII II VIII IIII (III I VIII II I (IIII (IIII IIII I I II II I IIII *ZEXC1 C04~37323~1 ~1 ~Y~Y~Y~Y* MET Historical Prices ~ MetLife, Inc. Common Stock Stock -Yahoo! Finance Page 1 of 1 New User? Register Sign in Help Preview Mail w! YI Toolbar Mail My Y! Yahoe! ----- - r--- ~ ~YSearch Web NOME INVESTING ,_.. __..._. _..._.__ _. _I Get Quotes Dow t0.02% Nasdaq 30.47% NEWS I PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES Thu. May 31, 2012, 2:27pm EDT - US Markets close in 1 hr and 33 minx _____ __ _., s7 ~ ` . f • r~ E~TFtADE' I ~ AN Acc arsons Y n. [MTRRO C SE011 PITI CS LLC MetLife, InC. (MET)- NYSE Add to Portfolio- ; I Ike ,60j 29.32 i 0.29 (0.97%~ 2:28PM EDT -Nasdaq Real Time Price Historical Prices __.. Set Date Range ~ Daily Start Date: Mar 29 2012 ' Eg. Jan 1, 2010 Weekly End Date: Mar ' 29 ~ 2012 _ Monthly - ~ Dividends Only GetPrices ~~~ Get Historical Prices for:? `.GO --. iChoices First I Previous I Next I Last Prices Date Open Mar 29, 2012 37.30 High Low Close 37.36 36.53 37.14 ' Close price adjusted for dividends and splits. Volume Adj Close' 8,768,800 37.14 First I Previous ~ Next I last !Download to Spreadsheet Currency in USD. March 29, 2012 Value High 37.36 Low36.53 Median $36.95 40 Shares x $36.95 = $1,478.00 Copyright r~ 2012 Yahoo! Ina All rE~ht3 roserved. Privacy Policy - Atwut Our Ads - Terms of Service - CopyrighUlP Policy -Send 'reedbadc - Yah001 -ABC NeW$ NetW Ork Ouates for NYSE, Nasdaq and NYSEAmex aze Real-time and sourced from Nasdaq Last Sale v,~hen available. If not available from NLS, quotes will appear delayed from primary listing source. See also delay times for other exchanges. Quotes and other information supplied by independent providers identified on the Yahoo! Finance partner page.Quates are updated automatically, but will be turned off after 25 minutes of inactivity. Quotes are delayed at least 15 minutes. All information provided "as is" for informational purposes only, not intended for trading purposes or advice. Neither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. By accessing the Yahoc! site, you agree not to redistribute the information found therein. Fundamental company data provided by Capital IQ. Historical chart data znd daily updates provided by Commodity Systems, Inc. fCSlj. International historical chart data, daily updates, fund summary, fund performance, dividend data and Morningstar Index data provided by Morningstar, Inc. http://finance.yahoo.com/q/hp?s=MET&a=02&b=29&c=2012&d=02&e=29&2012&g=d 5/31/2012 Rev-1508 FJC+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Sloand, John L. 21-12-0524 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Franklin PA Tax Free Income Fund -Account No. 12900142319. 270,276.19 2 ICS -Check for rafFle winnings. 30.00 3 PNC Bank -Checking Account No. 5070095378. Date of death balance $81.29; accrued 81.29 interest $0.00 4 PNC Bank -Savings Account No. 5000701774. Date of death balance $3,022.92; accrued 3,022.92 interest $0.00 5 PSECU -Savings Account (S1) -date of death balance $5.00; accrued interest $0.00 5.00 6 PSECU -Checking Account (S4) -Date of death balance $39,026.70; accrued interest $3.10 39,029.80 7 PSECU -Money Market Account (S7) -Date of death balance $85,039.45; accrued interest 85,059.02 $19.57 TOTAL (Also enter on Line 5, Recapitulation) I 397,504.22 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) SagePointw~ FINANCIAL Barbara Bistline Financial Advisor May 24, 2012 Lauren E. Bogar One West Main Street Shiremanstown, PA 17011 Dear Ms. Bogar, The following accounts were held by John Sloand. SagePoint Financial, Inc. 301 South Hanover Street Carlisle. PA 17013 717.249.4441 717.249.6277 Fax SBistline@sagepolntadvisor.com 1) IRA Rollover -Pioneer Fund Account # 905931184 (this account was transferred from DAFCU (Members l~ on 4/4/1994.) Value as of 3/29/2012 = $17,119.67, number of shares = 406.6430, share price = $42.10. 2) IRA Rollover -Franklin Income Fund Account # 90211459778 (this account was transferred from DAFCU on 4/28/1994.) Value as of 3/29/2012 = $75,140.78, number of shares = 34627.0870, share price = $2.17. 3) Non-Qualified -Franklin PA Tax Free Income Fund Account # 12900142319 (transferred from Morgan Stanley 4/28/1994.) Value as of 3/29/2012 = $270,276.19, number of shares = 25259.4570, share price = $10.70. 4) 529 Accounts :All in American Funds Growth Fund of America Allison Bowker :Opened 11/28/05, $10,000.00. Account # 75530365. Value as of 3/29/2012 = $11,836.65, number of shares = 363.4220, share price = 32.57. Lindsay Christ: Opened 11/28/05, $10,000.00. Account # 75530356. Value as of 3/29/2012 = $11,836.65, number of shares = 363.4220, share price = 32.57. Securities offered 'through SagePoint Fnancial. Inc., memk~er RNRA/SIPC- SagePoint~.~ FINANCIAL Barbara Bistline Financial Advisor SagePoint Financial, Inc. 301 South Hanover Street Carlisle. PA 17013 717.249.4441 717.249.6277 Fax BSistline@sagepointadvisor.com Nicole Christ: Opened 11/28/05, $10,000.00. Account # 75530333. Value as of 3/29/2012 = $11,836.65, number of shares = 363.4220, share price = 32.57. Riley E. Sloand: Opened 11/28/05, $10,000.00. Account # 75530373. Value as of 3/29/2012 = $11,836.65, number of shares = 363.4220, share price = 32.57. Patrick C. Sloand: Opened 04/12/06, $10,000.00. Account # 81207255. Value as of 3/29/2012 = $10,873.17, number of shares = 333.8400, share price = 32.57. We did not sell the Met Life or Excelon stocks, so we have no information on them. Please give us a call if we can be of further assistance. Sincerely, Bazbaza Bistline Securities cffcred through SagePoint Financial, Inc.. member FiNRA/SIPC. Nlay, 1 1. LU 11 1 ; j 1YIVI YNl% SANK r-.. ~ ~' 1E1~31~1GTHE WAY May 11, 2012 Lauren E Bogar Esq. One West Main St Shiremanstown, PA 17011 RE: John L Sloand SSN: 086-20-0543 DOD: 03-29-2012 Dear Ms. Bogar: No.6~14 r, 1/Z In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the foIlvwing: Checking Accaunt Account # 507009537$ Established: 02-01-1981 JOHN L SLOAND DOD balance: ~ 81.29 non interest bearing Savings Accoant Account # 5000701774 Established: 06-10-1996 JOHN L SLOAND DOD balance: $ 3,022.92 + 0.00 accrued interest Interest paid 01-01-2012 thru 03-29-2012 ~ 0.50 YTD Please note that this ofhce provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings). We do not process any ii~aanciaa transact5oas or provide statements. I£yvu need assistance with any of these items, please call 1-888-PNC-SANK (1-858-762-2265) or stop by your local PNC Bank branch vice. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC Page 1 o:f 2 IViay, 1 1• ZU 1'1 1 , 31rIVl rNG ~HNK IVo.6~Z4 r. l/Z This message is intended for the use of the individual or entity tv which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message as not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communications is strictly prohibited, If you have received this communication in error, please notify me immediately 8y reply or by telephone at 500-762-177 and immediately destroy this faxed document. Page 2 Qf 2 PSEC~ James D. Bogar, Attorney at Law 1 W. Main St. Shiremanstown, PA 17011 Re: 30HN L SLOAND, Deceased. PSECU Reference # 1053804114315 Dear Attorney Bogar: 05/14/2012 The above referenced person has an account with PSECU which was opened on April 27, 2009. The Share accounts were individually held by JOHN L SLOAND. The following are the Date of Death Balances for JOHN L SLOAND's account with PSECU: Account (S1)- Savings (S4) -Checking (S7) -Money Market Date of Death Balances $5.00 $39,026.70 $85,039.45 Interest -March 1-29 $0.00 $3.10 $19.57 The account has been closed. If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237- 7328, press 6, extension 3120. Sincerely, /1. D ~( ~ , andy Faley ~~ Member Service Representative PSECU Pennsylvania State Employees Credit Union P.O. Box 67013, Harrisburg, PA 17106-7013 • 717.234.8484 • 800.237.7328 • » psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION. EQUAL OPPORTUNITY LENDER. Rev-1510 EX+(6-98) SCHEDULE G INTER-VIVOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Sloand, John L. 21-12-0524 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE OF TROANSERSATTACNTACOPY OFTIRE DEED ~OR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Franklin Income Fund Account -IRA Rollover Accoun 75,140.78 75,140.78 No. 90211459778. The decedent's six (6) children are the named beneficiaries of this account. 2 Pioneer Fund Account -IRA Rollover Account No. 17,119.67 17,119.67 905931184. The decedent's six (6) children are the named beneficiaries of this account. 3 American Funds - 529 Account No. 75530365. This is 11,836.65 11,836.65 a college savings account for the benefit of Allison Bowker. 4 American Funds - 529 Account No. 75530356. This is 11,836.65 11,836.65 a college savings account for the benefit of Lindsay Christ. 5 American Funds - 529 Account No. 75530333. This is 11,836.65 11,836.65 a college savings account for the benefit of Nicole Christ. 6 American Funds - 529 Account No. 75530373. This is 11,836.65 11,836.65 a college savings account for the benefit of Riley E. Sloand. 7 American Funds - 529 Account No. 81207255. This is 10.873.17 10,873.17 a college savings account for the benefit of Patrick C. Sloand. TOTAL (Also enter on Line 7, Recapitulation) I 150,480.22 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) SagePoint~.~ FINANCIAL Barbara Bistline Financial Advisor May 24, 2012 Lauren E. Bogar One West Main Street Shiremanstown, PA 17011 Dear Ms. Bogar, The following accounts were held by John Sloand. SagePoint Financial, Inc. 301 South Hanover Street Carlisle. PA 17013 717.249.4441 717.249.6277 Fax BBistline@sagepointadvisor.com 1) IltA Rollover -Pioneer Fund Account # 905931184 (this account was transferred from DAFCU (Members 18t) on 4/4/1994.) Value as of 3/29/2012 = $17,119.67, number of shares = 406.6430, share price = $42.10. 2) IRA Rollover -Franklin Income Fund Account # 90211459778 (this account was transferred from DAFCU on 4/28/1994.) Value as of 3/29/2012 = $75,140.78, number of shares = 34627.0870, share price = $2.17. 3) Non-Qualified -Franklin PA Tax Free Income Fund Account # 12900142319 (transferred from Morgan Stanley 4/28/1994.) Value as of 3/29/2012 = $270,276.19, number of shares = 25259.4570, share price = $10.70. 4) 529 Accounts :All in American Funds Cfrowth Fund of America Allison Bowker :Opened 11/28!05, $10,000.00. Account # 75530365. Value as of 3/29/2012 = $11,836.65, number of shares = 363.4220, share price = 32.57. Lindsay Christ: Opened 11/28/05, $10,000.00. Account # 75530356. Value as of 3/29/2012 = $11,836.65, number of shares = 363.4220, share price = 32.57. Securities offered through SagePoint Financial, Inc., meroher FIN+~4/S(PC. SagePoint~.~ FINANCIAL Barbara Bistline Financial Advisor SagePoint Financial, inc. 301 South Hanover Street Carlisle. PA 17013 717.249.4441 717.249.6277 Fax BBistlineC~sagepointadvisor.com Nicole Christ: Opened 11/28/05, $10,000.00. Account # 75530333. Value as of 3/29/2012 = $11,836.65, number of shares = 363.4220, share price = 32.57. Riley E. Sloand: Opened 11/28/05, $10,000.00. Account # 75530373. Value as of 3/29/2012 = $11,836.65, number of shares = 363.4220, share price = 32.57. Patrick C. Sloand: Opened 04/12/06, $10,000.00. Account # 81207255. Value as of 3/29/2012 = $10,873.17, number of shares = 333.8400, share price = 32.57. We did not sell the Met Life or Excelon stocks, so we have no information on them. Please give us a call if we can be of further assistance. Sincerely, Barbara Bistline Securities cfiered through SaoePoint Financial. Inc., member FINRA/SIPC. I'I~t~Vr:,b;lt PMutaw type ar CglRI1 Deep LJ~ (~ PIiA~ Si1Glf11 ,5dCt1(Ittr NQ,~ ~~,~ °~ ` ~ / wtink IIII-~11~ Jt :.; New BUrieliclary IAA C}db3(bj ~'uleA(tone Nu~C,Z} _ ~ w- _ ball point poa change of Beneflclary ^ORP (5tatA of texas onlY1 ~- --,~~_ ~, v a N ~-- NM re of %4~6,vner ~ p u o c~. t+z, e~ ~ ^ Check here if this Is a chanpp of aadresa. Tt~e assets or this Netiremont Pan (the "~lun'i may from time to time be invested in ano or more Pioneer ac,:ounts. This Beneficiary doslgnaron appllee to elf ~ assets In >\ccount Number~______ --~ and any account(s) derived therefrom. Primary I hereby desr~nate the person{s) named below as n,y primary beneficiary to receive from the flan, BOnoflelarleo rn the prriportiun Indicated, any payment which may become due at or artor my doatn, ~a ~~..,~t ~ cPnl~ avb-3d -g3a ~ .S .~ sS O~t~ ~,r~2_.. 1 ~.I.~ Important erne / a c d cony ~A{t iBr ate rtn 'Ife et on+ r '~- ~•tpntrute^mu.c a-ff ~ ~ ©~ lA7aod OQ, A Q-¢1Shw $A ~ ! 7 ~ U , tota11001~ tees Cit, ~ Stars r Cad ~ I 1 N ~ 1` Q-th it.ONP ~Ob `3~~ ~ a' '~ ~~~~ R. ~ 1. • V ama ~ -' ad Sr`'`c(F.r;c; Numter Oata of t Reretlonshlp s a ~ NARdLtS~in.Q. ~ _ 7 total AOtlroaS ~ ~ I ~ t_-r ~~ 110 ~ 1~ ~~~ INtA.~ a ~~ ~~~ ~. ~~1~~~ becondary if no desi rytated prirtlary beneficiary survives me, or ;(I have elec!ed option 2 below and no printap~ Banaflcfarios beneficiary or Ilneol descendants surnt~e me, I hereby doslgnate the fxrsonis; Wanted below [+s my secondary beneficiary to reeolve rrom the Plnn, In the proportion Indicated, any payntent wltlch may ktrpmtost become due at or after my death. pweordatta+ mu+t _ - I told SOtYB. ; eme Socinl Seouriry tlumtar pats aF eirtlt nsletionshlp f9{.., I .! AcUBSS Coy Salta Zip Coda I ~• ^ ; Nome 6oalal 5a:r,nlY Number Date of 91Rh R+IatWnshlp ~~- ~g ~~ k, '~btyiY' - -' roaa G'ty Euie Zin Code Chock Onst If any primary (or secondary) beneficiary Fredeceeses me, the arneun*. oUre.rwisa payable to such tOptlon 1 wMl wp1Y beneficiary K•III Be payable to: If ndtAar bax u 1, ^ thtt other dea(gneted primary (or secondary) beneficiery(ias) in proportion to tiro porcontaeo cMckH,l Indicated (put capita); or 2. ~ the children pf ~UCh decCeaed Detl~hciary(les), with the share of any Child wtta prodecaasas ih9 b~nefl~laly tb b~ p~ld to such pr~d~el~~>31~tl ~hlld'~ tl~~t~flcl9tlt~ In nN~res tlllt~trriltt~tl b)r right of representation (per stlrpes), , If no designated secondary be„eflclary survives me (or If I have elected option 2 and no secur~aary bene0alary or lineal descendants survive me) all benefits a~lh ba payable to my estate. St~naturas Imporiuti Yaw t;anoflGary daofp,atlon viii not Oe vaUd uat^aa you earrrplap thla a^otfoo. I hereby reserve the right to change o ,evoke ttti:. designation; providod howeveL that no change or revoc wilt become effect) urtt r calved by t!ts ustodlan doting my Ilfat;me and In a form ec otabl t Custodi ~ a Q~ -~~En 'uro a ount -_ ate Elpt ~ t Wltneea Other Tlten B Deei~neted Benanciary ~ s[~e ~~ For CdvwatnAy Property or Marital Prrtporb State Raal4amt~ Duly j rr you are mertbd eM ere a resident of Nirona, Ccilrornis, lyaho, Lqurel^na, Nouada, N~aw MnRlee, Texac, llaehlnru;r, ar wsconaln, communtty and madtal property laws may eRect ~rour ouility la deeianete a benefiriery other !hen your aDouse wdesB your sneuee epedflcel'ry coneenta t4 such a doalgnatlon. tl tnu have dealgnutad a cenefiaary atl~er that You: epowa, your tleelrnet:on etll not be valid uolcas xcampani~td by written apouael consent. Suro soma commuNty and I prerjtel prapeny sletoa maY have apoelgl +poucal eopcant ragNrements, the icl!awlr~ consa:d farm ehadd he teviswed oy i )'eflf FQAf15F.1 ~f {Il!4 tlYll9lr lipngsat Coaroerd and JlStrtrmeet to Tleatt Mm Accoautt a+ Separate Nropaaty I he; airy pve to the Plea Owner any Inlereu I hav+ In the a+natt hob In tNa Plan ann tonGart to the a!wve doalgr`uua:r. i j haroby aQreo and +cknow;edye that I underetand that the assets In the plop ere the BaparGrr' propaCy or i:ho Plar+ Oenar ~ an;l that airy canmunlty progeny In;ercu In such eaaeW is u~tlnpaahed by :hIB arnrwrcunt. Sll;netcra of Spouse Sldnatan of WIU~:caa Gthtr Titan Account Owner • oa:a ____ Gam Please send born copies to: ih+ pionoor Grevp, Ins., P.G. ao:3~14. ao+taL A1A a.4G8.90i4 the dupliuale will 6e aWrvndadttad and r+turnod w you. a±on-~ruu /rv v S 3 ~- ~ 5~a~9~6o Qd~ 1 / 0 9 Cv~. ~ ~ s ~ 1 7 ` `~ 3 ~~ ~ aft a ~Cl~~ ~ ~~ ~V~d~ eC`', QQ.. ~trGh 1ZNIeS~v~SZ, ~ 1~OJ ~~ ~ i~ _ y ~ ~~~ ~~ ~ ~~ ~` ~ ~ L ~ c~ ~ \,c; R Q. ~ Q t~ . ~ <~---h +atv ~ C s ~ ~ g ~ f'70 S d ~~n~tviS JI loton~c~ 1 ~ 1~.In `-~ . -t~~u~ ~~~ moo S Use this form if you are an IRA pattiripant nr a designated beneficiary of a deceased IRA pattidpant and are now designating your own henefidaries. If you are the hrneficiary, in addition to the IRA panidpant's name, please provide your name in the space provided and famish your social seaway number and relephone numherx below. For assistance, please cnll your financial advisor or Franklin Templeton Retirement Services at 7-8(10/527-2020. © IRA PARTICIPANT Please Print or Type ' ~ ~'~ /~ ` . (~ first narnt "` M.I. L@tLpf+ v n ~ ` ---.I ~g~.-al^f~ _1..:L-~1.1~ Dayllrne phbng nuitihaf E~Hli1q jsHbH I~i~} ~SGo --o3S ~ I Ic ) ~me I © TYPE OF IRA Please check dte types} of IRA(s) m which this benefiriary designation shall apply: - ~ TRADCI-ZONAL IRA '{a~,4tOLLOVER IRA ^SEP-IRA ~ SARSEP-IRA ^ SIMPLE IRA ^ ROTH IRA ^ ROTH CONVERSION IRA © BENEFICIARY bE5{GNATION '" Please Prinlor Type Plrese complete both the primary surd contingent ben~ciary information- For example, if you are changing only your contingent beeeficiary, plena restate your primary beneficiary as well I understand that, unless I indicate otherwise, if any primary or contingent beneficiary dies before me, his nr her interest and the inmreu of his or her heirs shall terminate completely and the percentage xhare of any remaining henefidary(ies)sball he increased nn a pro rata basis. [E nn primazy heneficiary(ies) survive(s) mq the mntingem henefiriary(ies) shall acquire the designated share of my IRA. If no ascertainable designation is set forth below, my benefidary shall he deemed m he my surviving spnusq or if there is no surviving spouse, my estate. I designate the following as my heneficiary(ies).' (Please dreck Primary or Contingent (nr each designated beneficiary. I(neitherbox is checked, such ben~ciary rviU be deemed to be a primary bene frciary.J M.I. La~name Date o(birth (mmlddlyyyy) SSN ~ ~ ~ rr ~R ~ ~ ~ A .:~-.....~.-1 ~.._.I L.....,.~.-._,..-._..,..:I ~t o,S. ~uS.~ I~ u I~ f3 I~ 18'131 8T ,~rlmery R llonlhlp, ~~~~.,.. Igh+~ y ^ Contingent I ~ (>LI.La1 '1 \ ~ ~ I ~~ jd~-~3o CiaKwood Orc.~ Ilt~rae~Rtstoy~~-q II U-IIZIP~71/p ame M.I. name bale of birth (mnJddryyyy) SSN IP~"ANrI IU~~~~oN ~-_~Ic~{~la+yl ~Igls~l~loi613(~I~r~w~'-I ;~ ~~rimary RaI\at\ionship: ISh . `!~ ^ Contingent I V "4~q~~ ~- I j~`` ~~~(e(~ ~ -a Addre~cs Crl~ A ~~ \S D V`' ~- ~'I I I " - I I IP ~ / ~ ~ © I 11.E a Ka1l~, ~ alt s ~ ci • I n e Date of birth (mnJdd ) SSN M.I. La me lll~~v~A~ ~ I U I jo w ~c (2. I Io1St~f `~ /19~ 1 ~ I~(.o1613,g 1~',31~f ~ ~yrrimary Rehr\tp\nship: `~ ~ ~(¢r ~ ^ Contingent I ~+ Q V..• °~ `~C' ~ I S~ ~1o~ Cc~,e.~tis ~cL~ Ij~~~~~~...Ir~ Ij ~lZf 3f' SIGNATURE ~~~ ~~ ~ s~, ~' 1 hereby revoke any and all prior designations of beneficiary, and understand that I may revoke or change this beneficiary designation at any time by auhmining a new IItA Designation of Beneficiary Fnrm ro my IRA Custodian (Franklin Templeton Bank & Trusq. This designation shall apply mall of my invexcmenc accounts under the type of IRA(s) (eg., Traditional, Rollove ,SEP, SARSEP, SIMPLE, Roth, Roth Conversion) indicated shove, and if no indication is made, this designarion shall only apply m my Traditnnal IRA acmunta. I undtsxtand that if I am mamcd and elect m designate a h efidary ocher Than my spouse, 1 xhould conxult with my legal advisor as m any interest (community property, marital pmpetty, or otherwi my s nose has or may have w' h resp to this IRA and the effect of any such interest nn this benefidary designation. A Beneficiary Designati shall va ' only i[ dared a igned me and filed with the I Cusmdian before my death- SIONATUBE P A Date ,.~ a ~a X Please mail to WEST COAST: _EAST COAST Franklin Templeton Bank L Trust Franklin Templeton Bank L Trust P.O. Bos 997153 ~ P.O. Box 33033 Sacramento, C1t 95899-9974 St. Petersburg, FL 33733-8033 •It a trust is designated as a primary beneficiary a copy of the title. trustee. and signature pages d the trust must accompany This form. •'Uenefts shall be divitled equally among primary beneficiaries (a continganl bendiciariesl. unless o(herrnse specified. Ouestitms? Please call your financial advisor or Franklin Templeton Retirement Services at i-800/5272020. I ray mtn or.oa ~~~ ~~ ~'4, f ~I ~~G .~` ~1~ c.n c;a ••a ,a. ui ro co ~° ~~~~~ l~ . o g ~ aaos~3 '~ , ~ ~s ~ °~ ~.~s C" ~v~ / ~`~ a, ~~ -fig -- ~7 `~ 9 ~ s ~ ~ Qom. ~~`~~ ~. `` ~o~ ~~ ~. `2 R~~ -~~/ , /B, ~ O~ ~~~ REV-1151 EX+(10-06) COMMNHEWRITANC~{E TFgP~ RET RN ANIA RESIDENT DECEDEN SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Sloand, John L. 21-12-0524 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT q, FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(sl Commission Daid 2, Attorney's Fees Bogar 8~ Hipp Law Offices 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant _ Street Address City State Zio Relationship of Claimant to Decedent 1,845.23 4,200.00 4. Probate Fees 439.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 18,879.14 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 25,363.87 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Sloand, John L. 21-12-0524 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex~nses 1 Malpezzi Funeral Home -funeral bill 1,845.23 H-A 1,845.23 2 Other Administrative Costs Alert Pharmacy 218.99 3 Messiah Lifeways 12,760.40 4 Messiah Lifeways at Home 1,952.07 5 Patricia A. Epple -Reimbursement for purchase of pajamas 26.31 6 Philhaven 30.00 7 PSERS -Reclamation of April pension payment 2,391.37 8 RESERVES: -Costs to conclude administration of Estate, including filing PA Inheritance Tax 1,500.00 Return and Inventory, preparation and filing of final personal income tax returns and fiduciary income tax returns H-B7 18,879.14 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) REV-1513 EX+(11-OB) SCHEDULE J COMMNHNEEWRRFAANNTji O ~ RET~RN ANIA BENEFICIARIES RESIDEN DECEDEN ESTATE OF FILE NUMBER Sloand, John L. 21-12-0524 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) TAXABLE DISTRIBUTIONS [include outright spousal I. distributions, and transfers under Sec. 9116(a)(1.2)] See attached schedule II. ~ Total ~ Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropi NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 St. Elizabeth Ann Seton Catholic Church 2 St. Joseph's Indian School 10,000.00 2,500.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI 12,500.00 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-OS) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: John L. Sloand 03/29/2012 086-20-0543 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 1 Barbara J. Bowker Daughter One-sixth of rest, 109 Curtis Road residue and remainder East Berlin, PA 17316 2 Susan E. Christ Daughter One-sixth of rest, 6209 Edgeware Road residue and remainder Mechanicsburg, PA 17050 3 Patricia A. Epple Daughter One-sixth of rest, 2830 Oakwood Drive residue and remainder Harrisburg, PA 17110 4 Kathleen S. Ludwig Daughter One-sixth of rest, 17 Belvedere Drive residue and remainder Mechanicsburg, PA 17055 5 Dennis J. Sloand Son One-sixth of rest, 4355 N. Third Street residue and remainder Harrisburg, PA 17110 6 Janet M. Sloand Daughter One-sixth of rest, 152 Holly Hills Drive residue and remainder Harrisburg, PA 17110 1 Lti4Sr 1t1ILL ~lN~ r~ST'fIM~N?' O~ f0}EN L. SLO-,4N~ I, JOHN L. SLOAND, of 38 Bullock Circle, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my last will and testament, hereby revoking all other wills and codicils heretofore made by me. FIRST I direct the payment of my just debts and funeral expenses from my estate as soon after my death as conveniently may be done. My co- executors, hereinafter named, are to make all arrangements for my funeral and burial. SECOND I give, devise and bequeath the sum of two thousand and five hundred dollars ($2,500) to Saint Joseph's Lakota Indian School in Chamberlain, SD, 57326. THIRD I give, devise and bequeath the sum of ten thousand dollars ($10,000) to Saint Elizabeth Ann Seton Parish, Mechanicsburg, Cumberland County, of which I am a founding member. FOURTH All the rest of my estate, whether real, personal, or mixed, together with any insurance policies thereon, I give, devise, and bequeath in equal shares, share and share alike, to each of my six children who survive me by thirty days: Patricia Anne Epple of Susquehanna Township, Harrisburg, Pennsylvania; ~~ Janet Sloand- of Susquehanna Township, Harrisburg, Pennsylvania; Barbara Jeanne Bowker of Lake Mead, East Berlin, Pennsylvania; M ~~.fR~ ~ Kathleen~~~Ludw, of Upper Allen Township, Mechanicsburg, Pennsylvania; `~' Susan Elizabeth Christ of Hampden Township, Mechanicsburg, Pennsylvania; and Dennis John Sloand of Susquehanna Township, Pennsylvania. FIFTH I direct that any and all Inheritance, Estate, and Transfer taxes imposed upon my estate passing under my will or otherwise shall be paid out of my estate. SIXTH I nominate, constitute, and appoint Patricia Anne Epple and Kathleen Marian Ludwig to be co-executors of my estate. In the event that either of them is unable or unwilling to serve for any reason whatsoever, the remaining one is to serve as executor. In either event, I direct that the executor(s) serve without fee. I hereby relieve the aforementioned from the necessity of posting security in connection with the duties of executing my estate. In Witness whereof, I have hereunto set my hand and seal this ~i da of 20 ~S~to this y , m last will and testament consistin of ~ a es to each y ~ g P g of which I have affixed my initials or signature. ~~~ `~-.~ (Seal) N L. SLO ND, TESTATOR Signed, published, and declared by the above named Testator, JOHN L. SLOAND, as and for his Last Will and Testament, in the sight and presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ,~.~ Witn s Address ~ ~ J a?~3 G' / ~ /~ - .~- ~'~-~ fl ~:.J Witness Addre ~ ~ COMMONWEALTH OF PENNSYLVANIA: ss COUNTY OF Dauphin: We, ,.J ~ I-{~tf ~ ~ ~~~-~ ~~--~ ,Testator, and ~ ~ ~/Q /9' and /~(~6SG ~~ rn~~ C~- , Witnesses, whose names re signed to the attached foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator signed the will as witness and that to the best of their knowledge, the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. l~ John L. Sloand Wit fitness Sworn and subscribed to before me This rl)~ day of 20 O S . 1r ~ NOTARY PUBLIC COMMONWEgLT~` ENNSYLVgNIq Notarial Seal Sa~d7 fiddle McClure, Notary Public My Comm r~P•. Cumberland County ~' 1=xpires May 1.2007 Member, Peet ''--- r1~N`ear~!a a~t:~on Of No4ries NAMES D. BOGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN, PENNSYLVANIA 17011 www. bogarandhipplaw. com e-mail mail@bogarlaw.com JAMES D. BOGAR JENNIFER B. HIPP* LAUREN E. BOGAR *Also admitted to New Jersey Bar June 12, 2012 VIA CERTIFIED MAIL, RETURN RECEIPT REQUESTED Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Dear Ms. Strasbaugh: TELEPHONE (717) 737-8761 FACSIMILE (717) 737-2086 Direct e-mail lbogarribogarlaw.com ~ i^*J N ~ U ~ C C Z <~%i J..._ i " ..7_.. v, W { T~ f n _)..! r.l . ~ c:_ ~ ~ N Sloand - Date of Death: March 29, 2012 The Estate of John L No. 21-12-0524 We are forwarding an original and one (1) copy of the Pennsylvania Inheritance Tax Return and one (1) Inventory, as well as two (2) additional copies of the first page of the Pennsylvania Inheritance Return and one (1) additional copy of the first page of the Inventory. Please time-stamp the additional first pages and return them to our office, along with the appropriate receipts, in the enclosed self-addressed and stamped envelope. We are enclosing a check in the amount of $30.00, made payable to Register of Wills", same being the filing fees for the Return and Inventory, as well as a check in the amount of $21,944.05, made payable to "Register of Wills, Agent", same being the inheritance tax for this Estate. Your time and consideration in these matters are greatly appreciated. Very trul yours, LAUREN E. BOGAR LEB/bbl Enclosures CERTIFIED MAIL NO. 7009 3410 0000 8757 3194 w a c Q Z N ~/-- d~NON~ ~/~y~N (l7a~~Z2 wo ~~~ ~ M_ ~~~ o r ~~ N U ~ O ti ~ O N N O W F 2 N ~ O o~ m N a 0 a 0 0 m 0 0 N r W W ~~ ae a W RED ~~ ~~' ~ 211? Jt4N ( ~ PM 12~ 2 I i ~.., ' ~~~ o~~t ";~~~ ~ cou~j ~v~ ru.. ~ W '. M~ r F+~! ~ Qi C~i' Q Qi n cn mo'w` MM J ~i W ~ a v/ ~ ~ ~ ~ ~ ~ w w ~ z a ~"~ r~ (~ J z ~ a ~ W ,~ w 3 N~~~o o ° ~"~~ ~ w Q z ~o a o~ 6 w w~ ~ ~~ a ~~ ~~ 0 I-