HomeMy WebLinkAbout07-28-15 4
NPpennsylvania 1505614105
M MTMJ1TMR A. EX(03-14)(FI)
OFFICIAL USE ONLY
REV-1500 County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
1 110112014 107161924 i
Decedent's Last Name Suffix Decedent's First Name MI
f.._._........ ....._.._...._...._._:.............--.... ......._....................-----..._.................._............_........................................_.._....� .---......_.._........-.............� .._..................................__........._........__................._........................-_......._. I !
MARIAN i F '
._LOGAN................. i i......._................................_.I !_......_.......__._..._.........._..._........................_..._........_.._...-... ......__....._._......_......._.................... ,........_......_'
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
........... !
...............
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
(W 1.Original Return O 2.Supplemental Return O 3. Remainder Return(date of death
prior to 12-13-82)
O 4.Agriculture Exemption(date of O 5. Future Interest Compromise(date of C=:> 6. Federal Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
QD 7.Decedent Died Testate O 8. Decedent Maintained a Living Trust 1 9. Total Number of Safe Deposit Boxes
(Attach copy of will.) (Attach copy of trust.)
O 10. Litigation Proceeds Received O 11. Non-Probate Transferee Return p 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets Only)
O 13. Business Assets CZD 14.Spouse is Sole Beneficiary
(No trust involved)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
-..._.._._....................................-..._........_.............._........................................................................................................................_... -.._..._..__...._...__..._.__._......_.........__.........._....... ;........._........._..__....-....._................._................................-__._._...._._..._._...........---
John M. Eakin j(717) 766-3172 E
_.............._.......__......................_......__..........._.........................._.......__.........._...._._.._.........__...._............_...._....................._........._........
........, .._.........................._...._....._........._......._.................- .._._........._._._.._..._.........._
First Line of Address
_..........-.._._..__........._.................................._..........._......_...._-........................._....__......................_............ ................................_..................................__.._..._......................
1 i
s
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_...._.__i
Second Line of Address
�... _.._�.__.._._....__ ___________.__........._...__----._...__-.....____--._—_—__...._ ___ _._...
West Main Street
City or Post Office _ — State ^ ZIP Code
_ ._....__......_.__....._............._.:......._.._........................_..........._._...---...........__.....__.._..........._..._--....................._........-_........_
Mechanicsburg1. , ! PA 1 .17055....._.._....._._._... _..._._._.._............__........._........_......_..._..........:.........._..........__....._..__..........-........_.__...............................................
i
Correspondent's email address:
ry
REGISTER OF&VLLS USE ONN
REGISTER OF WILLS USE ONLY C> Cr rn
DATE FILED MMDDYY_YY' co - e
_ITT I�Fljrn M
I
' 1 CO JJ C7 +}
C7
�? -T1 -T1
DATE FILED,STAMP r
J ClJ I - M t
C/J 0 a
Cil _n -
PLEASE USE ORIGINAL FORM ONLY
Side 1-
11111 111�E111 11111
5614 0 1505614105
1505614205
REV-1500 EX(FI)
Decedent's Social Security Number
Decedent's Name:
RECAPITULATION
....................-..._.........................._.........................._......_......_................_........_.....................
1. Real Estate(Schedule A). .. . .. ... ... . .. . ..... . .. ... . ...... ... . .... ... 1. ; 125,000.00
I
2. Stocks and Bonds(Schedule B) ... . .... ... .. ... .. .. .... ......... ... .. . 2. 1
1 �
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) .. ... J. I
i
4. Mortgages and Notes Receivable(Schedule D) . . .. ...... .... . ..... .. .. ... 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). .. . ... 5. 42,358.25 ,
6. Jointly Owned Property(Schedule F) O Separate Billing Requested . . ..... 6. j
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property I
(Schedule G) O Separate Billing Requested... ..... 7. 55,117.99
a �
8. Total Gross Assets total Lines 1 through 7 . 8. 222,476.24.
1
9. Funeral Expenses and Administrative Costs(Schedule H). .. ...... .. .. . ... .. 9. 1 11,185.87
s
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1). . ... .. . . . . .. .. 10. 1 3,726.29 1
i
11. Total Deductions(total Lines 9 and 10). . .......... .. ....... .. ..... ... .. 11. ? 14,912.16
12. Net Value of Estate(Line 8 minus Line 11) .. ... ........ .. . ...... ..... .. . 12. 1 207,564.08
13. Charitable and Governmental Bequests/Sec.9113 Trusts for which I--
an election to tax has not been made(Schedule J) ... .... . ... ..... . .. .. .. . 13.
14. Net Value Subject to Tax(Line 12 minus Line 13) .. .... .. .... ..... .... ... 14. i 207,564.08
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfersunder Sec.9116 i.... -._........_.........-----._............__._........--------........_.......__....._----...._._......, .................................................................._.............._..........
(a)(1.2)X.0_ L 15. 1
16. Amount of Line 14 taxable 1 i
at lineal rate x.0 45j 16. i 10,011.43
17. Amount of Line 14 taxable i I
at sibling rate X.12 1 17.
18. Amount of Line 14 taxable j
at collateral rate X .15 1 18. I
. . . ..
........................_.....__._....................................._......._.........................._.-_._......._...................... .
1 10,011.43
19. TAX DUE .. . .... .... . .... ... .... .. ...... .......... .......... .. . ... 19. 1
...._........_......_...........__............._.._._............._...__............._._......
_..... ....._........_
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Under penalties of perjury,I declare 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 person responsible for filing the return is based on all information of which preparer has
any knowledge.
SIGNATURE qF PVRSON RESPONSEVOR I G RETURN D TE
ADDRESS � WA �1 r f NA IJ61
SIGNATURE OF PRERARER R T Ate PERSON RESPONSIB E FOR FILING T E RETURN DATE
j
ADDRESS
W� kf at44
1111111 IIIlI IIIII1�1�11111��1111IIII�I�I�IIIII IIIIIIIII IIII Side 2 J
0 14 1505614205
REV-1500 EX (FI) Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
MARIAN.F. LOGAN f
STREET ADDRESS
27 MAPLE AVENUE
CITY STATE ZIP
CAMP HILL PA 17011
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 10,011.43
2. Credits/Payments
A,Prior Payments 8,000.00
B.Discount
(See instructions.) Total Credits(A+B) (2) 8,000.00
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference, This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4)
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 2,011.43
Make check payable to: REGISTER OF WILLS, AGENT.
r
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.......................................................................................... 0 IDb. retain the right to designate who shall use the property transferred or its income ............................................ 0 ❑
c. retain a reversionary interest .............................................................................................................................. 0 ❑
d. receive the promise for life of either payments,benefits or care?...................................................................... N ❑
2. If death occurred after Dec. 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................................. 0 El3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. 0 ❑
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
containsa beneficiary designation? ........................................................................................................................ 0 ❑
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 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 Jan. 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 step-parent 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(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-1502 EX+ (12-12)
�r '� pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
MARIAN F. LOGAN 2114-0981
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common, VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1 SINGLE FAMILY DWELIING LOCATED AT 27 MAPLE AVENUE,CAMP HILL, PA IN
CUMBERLAND COUNTY,TAX PARCEL NO, 10-21-0277-113, DEED BOOK W,VOL.10,
PAGE 219(DESCRIPTION ATTACHED)
ALL THAT CERTAIN lot of land situate in the Township of Hampden,County of Cumberland
and State of Pennsylvania, more particularly bounded and described as follows,to wit:
BEGINING at a point on the easterly line of Maple Avenue,said point being one hundred
(100)feet measured northwardly along Maple Avenue from the northeast corner of Maple
Avenue and Green Street;thence in an easterly direction,along a line at right angles to Maple
Avenue,one hundred fifty(150)feet to a point;thence in a northerly direction,along a line
parallel with Maple Avenue,fifty-eight and thirty-three one-hundredths(58.33)feet to a point
on the dividing line between Lots No.40 and 41, Block"D"on the hereinafter mentioned Plan
of Lots;thence in a westerly direction,along said dividing line,one hundred fifty(150)feet to
Maple Avenue;thence in a southerly direction,along the eastern line of Maple Avenue,
fifty-eight and thirty-three one-hundredths(58.33)feet to a point or place of BEGINNING.
BEING Lot No.40, Block"D",on the Revised Plan of Maple Avenue,Oakwood Park,said
Plan being recorded in the Cumberland County Recorder's Office in Plan Book 3,Page 52.
HAVING thereon erected a single brick and frame dwelling house known as No.27 Maple
Avenue.
2. APPRAISAL VALUE BY CENTRAL PENN APPRAISALS REPORTED 125,000.00
TOTAL(Also enter on Line 1, Recapitulation.) $ 125,000.00
If more space is needed,use additional sheets of paper of the same size.
Central Penn Appraisals,Inc.(717)737.4600
FROM: INVOICE
Bonnie Myers,Office Manager
y
Central Penn Appraisals,Inc.
24 West Main Street DA •
Shiremanstown,PA 17011 '
( TES°
bonnie@paappraisers.com Invoice Date: 1/12/2015
Telephone Number:717-7374600 Fax Number: 717-737-9123 Due Date:
w *.," EFiENCE, 7-
TO: Internal Order#:
Lender Case#:
John Eakin-Attorney At Law Client File#:
Market Square Building FHA/VA Case#:
Mechanicsburg,PA 17055 Main File#on form: MAPLEAVE27
Other File#on form:
E-Mail:
Telephone Number: Fax Number: Federal Tax ID: 25-1733269
Alternate Number: Employer ID:
Uniform Residential Appraisal Report
.elrrd" �'G e `�• Ft-�4">!Rr: � 'i�:f 3. �,':�,''t,P�'t`�r'�'' 'R�;`'!µi.�•s�r:_'�'3�,� '3Y ;"'n� �'�,:,"t.�,r x�d�'�a�scY�"`cr ,ai,-�-t;,��ya �t•C.:F�jj".
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Lender: Private Client: Private
Purchaser/Borrower: N/A
Property Address: 27 Maple Ave
City: Camp Hill
County: Cumberland State: PA Zip: 17011
Legal Description: Deed Book 0019W page 00219
zc�v7 -+y✓a.�, - 8',; t aka -tiW� ,f Fy° i T 7 r”).a{"*�i�4�'�y ,�yFi.S y�*-?,�, ry��'R �.s ifr 7 h-'��F�`�'>� � 1
�,,�r< ,a��`'�''�i���`��`�A"-� <.�.�.� ��` �d�:,�t� � � �• ,,�, 1� £r. � � �� ,�'�'�r��� ''� d`x.,,x,�.�AMOUNT��
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27 Maple Ave,Camp Hill 400.00
SUBTOTAL ! 400.00
l - nz:r _ - - eH a�^a �,crn. a �� � r+.£u�Fta;3�L-t rte, ¢i" ,f� rp iicyla'£p':;"` '�yr�f�X < Y t-*��''•�'4-.`'.kr�s. �
rt�s�:��•;����r�4;��v�.��.kT<..,.mi4r�,ur7„'�4�. ,�*;fit tYi,..�?f��4�::��'r`�+� ,�� T�-,[�,:,�.�:.�;�;�3 � .1•n9
Check#: Date:1 Description:
Check#: Date: Description:'
Check#: Date: Description:
SUBTOTAL
is
TOTAL DUE S 400.00
Form NIV5D—"WinTOTAL`appraisal:software by a la mode,inc.—1-800-ALAMODE
-- Main Fii No.MAPLEAVE a e#1 � '
APPRAISAL OF REAL PROPERTY
s
1 S�
d� ry m 7 yF
LOCATED AT
27 Maple Ave
Camp Rill,PA 17011
Deed Book 0019W page 00219
FOR
Private
OPINION OF VALUE
125,000
AS OF
10/1111014
• t
BY
Robert K.Banzhoff
Central Penn Appraisals
24 W.Main Street
Shiremanstown,PA 17011
(717)737-4800
bob@paappraisers.com
Form 0A1V—VinTOTAt!appraisal software by a la mode;Inc.—1-800-ALAMODE
Central Penn Appraisals,Inc.(717)737.4 000 IMain FlleNo.M PLEAV 27 a e#2
RESTRICTED APPRAISAL REPORT FlleNo.; MAPLEAVE27
Property Address: 27 Maple Ave City:Camp Hill State:PA Zip Code:17011
County: Cumberland Legal Oescfi tion: Deed took 0019W page 00219
Assessor's Parcel#: 10-21-0277-113
Tax Year:2014 R.E.Taxes:$1.456 Special Assessments:$0 Borrower if applicable): N/A
Current Owner of Record: Estate of Marian F.Logan Occupant: Owner El Tenant D Vacant 10 Manufactured Housing
Project Type: 0 PUO El Condominium 0 Cooperative El Other describe HOA:$0 El per year Ej per month
Market Area Name: Hampden Townshi Map Reference: metro 2847 h-3 Census Tract: 0113.04
xj The purpose of this a praisal is to develop an opinion of: M Market Value as defined or Lj other type of value(describe)
a.This report reflects the following value if not Current,see comments): Current the Inspection date is the Effective Date Retrospective El Prospective
.A roaches developed for this appraisal: Sales Comparison Approach El Cost Approach Income Approach See Reconciliation Comments and Scope of Work
Property Rights Appraised: 0 Fee Simple Leasehold Leased Fee Other describe
z.Intended Use: Estate purposes
vr'
d Intended Users)(by name or type): Attorney John Eakin
l Client: Private Address:
Appraiser: Robert K.Elanzhoff Address: 24 W.Main Street Shiremanstown PA 17011
r v.
location: U Urban Z Suburban Rural Predominant Ona-Unit Housing Present Land Use Change in Land Use
Built up: Over 75% El 25-75% C]Under 25% Occupancy PRICE AGE One-Unit 75% ®Not likely
Z Growth rale: ❑Rapid ®Stable ❑Slow ®Owner $(000) (yrs) 2.4 Unit 3% ❑Likely* ❑In Process
0,Property values: ❑Increasing Z Stable ❑Declining ❑Tenant 80 Low 15 Mufti-Unit 2% *To:
Demand/supply: ❑Shortage 0 In Balance ❑Over Supply 0 Vacant(0-5%) 350 High 150 Comm'I 15%
Marketingtime: ❑Under 3 Mos. ®3.6 Mos. Over 6 Mos. Vacant >5% 175 Pred 60 vacant 5%
Market Area Boundaries,Description,and Market Conditions(including support for the above characteristics and trends): The home is located East of Sportinq
q; Hill Road.West gf 32nd Street,North of Trindle Road and South of the Conodoguinet Creek in Hampden Township.This suburban neighbor
u', hood has relatively easy access to employment and services,and is competitive with other neighborhoods in the general area. Most have
5: similar amenities.
w
Y
r' Dimensions: see le al Site Area: .19 acres
Zoning Classification: rs residential DeWiption: low density residential.
Zoning Compliance: 9 Legal ❑Legal nonconforming(grandfathered) ❑Illegal 0 No zoning
Are CC&Rs a licable? ❑Yes ®No Unknown Have the documents been reviewed? El Yes Lj No Ground Rent if applicable) $ /
Highest&Best Use as improved: 0 Present use,or ❑Other use(explain)
Actual Use as of Effective Date: single family home Use as appraised in this report: residential
Summary of Highest&Best Use: Highest and best use is for a single family home.
0;
E
of Utilities Public Other Provider/Description Off-site Improvements Type Public Private Topography level
U..
W;Electricity ® ❑ Street Asphatt ® ❑ Size typical for area
,c?.Gas ❑ ❑ Curb/Gutter concrete ❑ ❑ Shape rectangular
rE Water ® ❑ Sidewalk concrete ❑ ❑ Drainage spears good
Sanitary Sower 1—:1 ❑ Street Lights none ❑ ❑ View average
q storm Sewer ❑ ❑ Al le none ❑ El
Other site elements: Inside Lot Corner Lat ❑Cul de Sac ❑Under round Utilities Other describe
FEMA S ee'I Flood Hazard Area Ej Yes M No FEMA Flood Zone X FEMA Map#42041CO277E FEMA Map Date 03/16/2009
u+Site Comments: Site has average site improvements average landscaping and typical maintenance
w>>
General Description Exterior Description Foundation Basement None Heating
W.#of Units 1 ❑Acc.Unit' Foundation concrete block Slab none Area Sq.R. 657 Type hot air
"^r #of Stories 2 Exterior Wails brick/vinyl Crawl Space none %Finished a Fuel oil
Type ®Det. ❑Aft. ❑ Roof Surface shingle Basement full Ceiling unfinished
=�`0 Design(Style) 2 story Gutters&Ownspts.aluminum Sump Pump® Walls concrete bloc Cooling
®Existing❑Proposed ❑Und.Cons. Window Type double hung Dampness ❑ Floor concrete Central
m.Actual Age(Yrs.) 74 Storm/Screens storm/screens Settlement Outside Entry no Other window
z?Effective Age m 30 infestation
2:Interior Description Appliances Attic ❑Nene Amenities Car Storage None
>;Floors wood/vinyl/carpet Refrigerator ❑ Stairs ❑Fireplace(s)# Woodstove(s)# Garage #of cars ( Tot.)
a!Walls dpLwall Range/Oven ®Drop Stair ❑Patio small Attach.
Trint/Finish wood Disposal ®Scuttle ❑Deck front De#ach. r
ui Bath Floor carpet Dishwasher ® Doorway ❑Porch BIL-In
Bath Wainscot ceramic Fart/Hood ❑ Floor ❑Fence Carport
Doors wood Microwave ❑Heated ❑Pool Driveway_
Z
2` Washer/Dryer Ell Finished Ell I Surface
O Finished area above grade contains: 5 Rooms 2 Bedrooms 1 Baths 1 137 Square Feet of Gross Living Area Above Grade
a Additional features:
Describe the condition of the property(including physical,functional and external obsolescence): The home is dated and is in need of updating,The foundation
a, wall have had some recent work.
t
Copynght2+20a7 by a la mode,inc.This farm may be reproduced unmodrred without mb m
mitten permission.however,a ode,Inc.must be acknowledged and credited.[cA R E S I D E NT I A L
Form GPRES2—VAnTOTAL"appraisal software by ata mode,inc.—1.800-ALAMODE 3/2007
RE File N .MAP AV 27 a e# F
RESTRICTED APPRAISAL REPORT FileNo.: MAPLEAVE27
<<My research odid M did not reveal any prior sales or transfers of the subject property for the three years prior to the effective date of this appraisal.
>t Dala Sources: Local Tax Assessment Records
0 1 st Prior Subject Sale/Transfer Analysis of sale/transfer history and/or any current agreement of sale/listing:
vv) Date:
Price:
Lu:SOurce s:County Records
LL'
z 2nd Prior Subject Sale/Transfer
a Date:
Price:
eI Source(s):
;e SALES COMPARISON APPROACH TO VALUE if develo ed The Sales Com arison Approach was not developed for this app raisal.
+ FEATURE I SUBJECT COMPARABLE SALE#1 COMPARABLE SALE#2 COMPARABLE SALE#3
Address 27 Maple Ave 200 S 15th Street 2002 Dickinson Ave 103 E Clearview Drive .
W` Camp Hill PA 17011 CAMP HILL PA 17011 CAMP HILL PA 17011 CAMP HILL PA 17011
Proximity to Subjects =','r:;``;''r^'z', `t,2.41 miles E 2.01 miles E 0.31 miles W
Sale Price $ 5 +�x' ?`, $ 154.900+n : i"S'1 lis y$ 157,000 j? $ 120,000
Sale Price/GLA $ /S .ft.$ 130.39/S ft fx "r ;",'$ 15 5.7 5/S .ft.1AI +=s+$ 107.14/S .ft !�.;.7 r`.�v
`€ Data Sources mis/a ent mis/a ent mis/a ent
' Verification Sources tax records tax records tax records
VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION +• $Adjust. DESCRIPTION +(-)$Adjust. DESCRIPTION +• $Adiust.
iw Sales or Financing fha conventional fha
x Concessions none known seller help$4,710 seller help$6,002
Date of Salome 05/28/2014 06/27/2014 04/25/2014
*3
Rights Araised• Fee Simple Fee Simple Fee Simple Fee Simple
Location averse averse averse average
Site .19 acres .14 acres 20 acres 17 acres
View averse averse averse average
Design(Style) 2 story 2 story 2 story ranch
Duality of Construction averse averse averse average
,y Age 74 79 64 61
f Condition averse better than avers a -8,000 better than avers a -8.000 avera e
Above Grade Total I0drmsJ Baths Total I Bd(msJ Baths Total I Bdrmsl Baths Total BdrmsJ Baths
f Room Count 5 2 1 5 2 1 4 1 2 1 1 6 1 3 1 1.1 -500
Gross Living Area 1,137 s .ft. 1 188 SO. 1,008 s .ft. +1,900 1 120 s .ft.
p Basement 8 Finished full basement full basement full basement full basement
< Rooms Below Grade unfinished rec room -2,000 unfinished unfinished
F Functional Utility average average avera a average
Heating/Cooling fa/no ca fa/ca -4.000.fa/no ca fa/ca -4,000
Energy Efficient Items Typical For Area Typical For Area Typical For Area Typical For Area
Q.Gars e/Car ort none 2 car garage -8,000 1 car garage -4,000 carport -1,500
�.Porch/Patio/Deck small porch/patio small porch/patio screened porch -1,000 none +500
o-
a none 1 fireplace -3,500 none 1 fireplace -3,500
<_1 none none none none
z
0 none none none none
N none none none none
a none none none none
Net Adjustment(Total) $ -25,500 + Is -11,100 + $ -9,000
Adjusted Sale Price f t 1 y , h;` F !,Net Yh','Yt 6.5:96 T Net T7 9:% fA Net 7,54%
co,of Comparables ,>{ x ✓x,� a Gross.Nf 16:5%$ 129 400^#Gross;"`a:h9.`:%$ 145 900...Gross z:ti�.3%$ 111 000
a Summary of Sales Comparison Approach All four sales are considered to be reliable indicators of value,and are weighted similarly in the final
reconciliation. All four comparable sales are located in the same market area as the subject property and would be considered by the same
perspective purchaser if all were on the market at the same time as the subject. Comparables sales used are all closed sales. To find similar
y1 two bedroom homes it was necessary to go a further distance for sales
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Indicated Value by Sales Comparison Approach$ 125,000
Copydghtm 2007 by a la mode,Inc.This lam maybe reproduced uranodified wilharl written permission,however,a la mode.Inc.must be acknowledged and credited.
'
� RESIDENTIAL Form GPRES2—'WinTOTAL'appraisal software by a la made,inc.—1.800•ALAMODE 3/2007
REV-15o8 EX+(o8-12)
Pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
MARIAN F. LOGAN 21-14-0981
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC BANK-CHECKING ACCOUNT-NUMBER 5070025644-(SEE ATTACHED STATEMENT) 1,695.75
2. PNC BANK-CHECKING ACCOUNT-NUMBER 5140038601 -(SEE ATTACHED STATEMENT) 15,177.78
3. PNC BANK-SAVINGS ACCOUNT-NUMBER 5030121535-(SEE ATTACHED STATEMENT) 6,377.48
4. PNC BANK-IRA ACCOUNT-NUMBER 75000029992-(SEE ATTACHED STATEMENT) 14,682.24
5. PNC BANK-BROKERAGE ACCOUNT-NUMBER 004-8784413-(SEE ATTACHED STATEMENT) 3.12
6. PNC BANK-BROKERAGE ACCOUNT-NUMBER 005-229172-(SEE ATTACHED STATEMENT) 3,286.68
7. PNC BANK-BROKERAGE ACCOUNT-NUMBER 005-229172-(SEE ATTACHED STATEMENT) 225.20
8. HOUSEHOLD FURNISHINGS-APPRAISED VALUE 910.00
TOTAL(Also enter on Line 5, Recapitulation) $ 42,358.25
If more space is needed,use additional sheets of paper of the same size.
January 13, 2015
John Eakin
Attorney At Law
I W Main St
Mechanicsburg PA 17055
RE: Marian F Logan
SSN: 159-24-7787
DOD: 10-11-2014
Dear Mr. Eakin:
In response to your request for Date of Death(DOD) balances for the customer noted above, our
records show the following:
Checking Account
Account# 5070025644 Established: 01-22-1973
MARIAN F LOGAN
DOD balance: $ 1,695.74 + 0.01 accrued interest
Account# 5140038601 Established: 12-25-1973
MARIAN F LOGAN
DOD balance: $ 15,177.75 +0.03 accrued interest
Savings Account
Account# 5030121535 Established: OS-09-1983
MARIAN F LOGAN
DOD balance: $ 6,377.46+0.02 accrued interest
IRA Account
Account# 75000029992 Established: 08-15-2005
MARIAN F LOGAN
DOD balance: $ 14,629.94 + 52.30 accrued interest
For beneficiary information, please'cail 1-888-762-4727.
Investment Account
The decedent maintained Investment Account#4878413. For further information, you may call the
Brokerage Department at 1-800-762-6111.
Page 1 of 2
— Mar. 6. 2015 12:26PM PNC Bank No. 1473 P. 1
QPNC
INVESTMENTS
Nembar nN1Usad SIPC
-January 270,2015
'Donna Pq*k
Dgnnp,00lbckr&i=C A
:RE: 004.878413/Marian Logan-Individual "
'Dear Donna: 1�M
The value of the above-referenced account on October 11th,2014 Is as follows:
.: •.:r•;,`.; ,t=: _ e„�� ;. :. 'i •Sympo;l,:;; ODf ....
:'Am�uri�• ``` �ghri'!I ri, �,. 015'..al• Wya
3.120 Federated Prime Cash Obll aeons CL SS QPRXCI $1.00 $ 3.12 $ 3.12
Newyork Lire '" $ $ -
$ 3,12
tare Ota (Market Value+Accrued IntererUt S 3.12
' Please note the carrier must provide the dale-of-death value of the annuity. PNC investments serves only as
the brciWtdiri6r.
'Note:DOD price Is based off the closing price on the day the client has passed away,if this is a nor business day the price will be taken from the
previous business day's closing price.
p you have any questions,please contact our Estate Resolution Desk at 800.622-7066.
.Singerey, , I
Valor(dinar
:PN¢Inyestmenls,LLC.
'Estate Resolution Desk
!The summaries,prices,ptrotea andror statistics contained heroin have been obtained from sources bollevad to be reliable but are not
necessarily complete and cannot be guaranteed.They are provided for infetmettonol purposes only.Past performance does not guarantee
future results.
i
DNC Investments LLC
Member of The PNC Pinanciat Services Group
2 East Main Street Mechanicsburg Pennsylvania 17055
www,pnc.com
r V"YL"evaiia l6poliant Investor Information;S-ecurilies and brokerage services ate provided by PNC Inve5iments LLC,membe(FINRA and SIPC.
\o6onkLl�aranta Annuities and other insurance products are offered by PNC Insurance Services LLC,a ticansed insurance agency.
"�` Mar. 6. 2015 12:26PM PNC Bank No. 1413 P. 2
Q PNC
INVESTMENTS
Member FINPAw SIPC
:January 26,2095
Donne Pollack
donna.aollockj�pnc.com '
,RE:005.2291721ttM UW LOGAN(PREMIERE SELECT IRA)
.Dear Donna
;The value of the above-referenced account on October 1O1h,2014 is as follows:
Sym• ol:(" :.: "::.• 4,;Ac'cre' ;'
iltit Uescr( tlo' Cusi ' D66 Pries DOR VOW
e : :�Illeiest
599.759 COLUMBIA U.S GOVr MORTGAGE CL A AUGAX $ 5.48 $ 3,286.68
225.2 FEDERATED PRIME CASH OBLIGATIONS CL SS QPRXQ $ 1.00 $ 225.20
S 3,511.88 $ -
Grand Total(Market Value♦Accrued Interest) $ 3,511.88
Note:000 price is based off the closing price on the day the client has passed away,if this is a non-business day the price will
be taken from the previous business day's closing price.
If you have any questions,please contact our Estate Resolution Desk at 800-622-7086.
!Sincerely, i 1
�Ankit Patel
:PNC Investments,LLC.
;Estate Resolullon Desk
-The summaries,prices,quotes and/or statistics contained herein have been obtained from sources believed to be
!reliable but are not necessarily complete and cannot be guaranteed.They are provided for informational purposes only.
(
'Past performance does not guarantee future results.
i
,
PNC Investmehts LLC
Member of The PNC Financial Services Group
2 East Main Street Mechanicsburg Pennsylvania 17055
www.pnc.com
®dfart,ote'lwne ImpaNanlfnveAorintormalfon:Securities ono brokerageservices are provided byPNC lnveslmemsul.C,member FINRAand SiPC.
•No ibnkfnwant- Annuities and other Insurance products are offered by PNC Insurance ScrAces I.I.G.a licensed insurance agency.
REV-151.0 EX+ (08-09)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARIAN F. LOGAN 21-14-0981
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECO'S EXCLUSION TAXABLE
INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
I. New York Life-Annuity No.52166156-Lauren Logan,Beneficiary 55,117.99 100 55,117.99
TOTAL(Also enter on Line 7, Recapitulation) $ 55,117.99
If more space is needed,use additional sheets of paper of the same size.
`. Mar. 6. 2015 12:27PM PNC Bank No. 1473 P. 3
Winner of the beWar
�; • service Aware from
�,�� z000•aotl .
March 5,2015
Lauren L Logan
215 West 83r0 Street
New York,NY 1.0024
Policy; 52166156
Decedent: Marian F Logan
Dear Lauren L Logan
We have received your request for information and the beneficiary's release authorization. A Copy
'of the correspondence is enclosed. Please find the information requested below.
• Date of Death Value(10/11/2014) $55,117.99
• Type of Pollcy: Non-Qualifled
Beneficiary: Lauren L Logan 100%Daughter
Clalm Details:
9 Gross Death Benefit; $55,117,99
• Miscellaneous Interest: $131.38
• Federal Withholding; $2,611.80
• State Withholding; $0.00
• Not Death Benefit: $52,637.57
The amounts above represent the accumulation value as of the date of death.
If you should have any questions or need assistance,please feel free to contactthe New York Life
AnnuityService Center and speak with one of our customer service representatives Monday
through Friday from 8:30 a.m.to 5;30 p.m.Eastern Standard Time at 800762-6212.
On Behalf of New York Life,
Irene Napier
Representative .
New York Life Annulty Smrvice Center• P.O.Box 9859 •'ProAdance, R!02940•t-800.762.4212
Annuities are Issued by New York Life Insurance and Annuity Corporation(NYLIAC) (A Delaware Corporation)
Variable annuities are distributed by: NYLIrE Distributors I.I.C. Member FINRA/SIPC
NYUAC and NYLIFE Distributors LLC are wholly owned subsidlarios of New York Life Ins nines Company
51 Madison Ave, Naw York,NY 100t01
REV-1510 EX+ (08-09)
"i pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARIAN F. LOGAN 21-14-0981
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND
DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1• New York Life-Annuity No.52166156-Lauren Logan,Beneficiary 55,117.99 100 55,117.99
TOTAL Also enter on Line 7, Recapitulation) $ 55,117.99
If more space is needed,use additional sheets of paper of the same size.
07-01-92 14:45 P.03
Pi°`.+..�
50
to
U
i
f
REV-1511 EX+ (10-09)
pennsylvania
SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
^�T INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARIAN F. LOGAN 21-14-0981
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' Myers-Buhrig Funeral Home 5,253.55
2. Funeral Luncheon 395.43
3. Honorariums 650.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2. Attorney Fees: 3,750.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation,)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 370.50
5. Aeeeuntant Fees! Central Penn Appraisals — Real Estate Appraisal 400.00
6• • Kim Potteiger — Furniture Appraisal 50.00
7. ESTATE NOTICES:
Law Journal 75.00
Sentinel 241.39
TOTAL(Also enter on Line 9, Recapitulation) $ 11,185.87
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+ (12-12)
. Pennsylvania
SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARIAN F. LOGAN 21-14-0981
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. West Shore EMS-Ambulance Service 950.84
2. Hampden Township Ambulance-Ambulance Service 105.00
3. Home-Instead-Medical Care 450.94
4. Hampden Township-Sewer&Trash 160.75
5. Browns'Lawn Service-Lawn Care 170.00
6. Hitz Heat-Fuel Oil 420.00
7. PP&L-Electric 27.68
8. Pennsylvania American Water Company-Water 85.00
9. AT&T-Phone 86.08
10. PNC Bank-Bank Box Rental 35.00
11. Pine Street Presbyterian Church-Unpaid Balance of a$2,000.00 Pledge-(Balance of Pledge Paid 1,235.00
by Estate)
TOTAL(Also enter on Line 10, Recapitulation) 3,726.29
Ir more space is needed,insert additional sheets of the same size.
REV-1513 EX+ (01-10)
TpennZ;
d,
syLvania SCHEDULE ]
DEPARTMENT OF REVENUE
—
' INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
MARIAN F. LOGAN
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER_ NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS(Include outright spousal distributions and transfers under
Sec. 9.116(a)(1.2).]
I. Lauren L.Logan,Executrix,215 W.83rd St.,Apt.71),New York,NY 10024 Daughter Entire Estate
r
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
I
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
I
TOTAL OF PART II — ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
1 '
Y
LAST WILL AND TESTAMENT OF MARIAN F. LOGAN
I, MARIAN F. LOGAN, of the Township of Hampden, County
of Cumberland and State of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this my Last Will. and Testament, hereby revoking and
making void any and all prior Wills by me at any heretofore
made .
1.
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same can be conveniently
done .
2.
I give, devise and bequeath all the rest, residue and
remainder of my estate, real, personal and mired, whatsoever
and wheresoever the same may be situate, to my two ( 2) children,
to wit, my son, STEPHEN C. LOGAN, and my daughter, LAUREN L.
LOGAN, share and share alike. In the event that- either of my
children should predecease me, I direct that their share in my
estate. be paid over and distributed to the survivor of my said
two ( 2) children, absolutely and unconditionally.
•rlr
LASTLY,, I nominate, constitute and appoint my daughter,
LAUREN L. LOGAN, Executrix''of this my Last Will and Testament.,
and in the event that my said daughter should predecease me, or
should she be unable or unwilling to serve in such capacity for
any reason, then in such event, I nominate, constitute and appoint
,my son, STEPHEN C. LOGAN, Executor of this my Last Will and
Testament, in her place and stead, and in either instance, I
direct that my said personal representatives be excused from
posting bond or other security for the faithful performance of
their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 9th day of Junes A . Dop 1994#
(SEAL}
Marian F. LogsW
-2..
l
Signed, sealed, published and declared 'by the above
named, MARIAN F. LOGAN, as and for her Last Will and Testament$
in the presence of us, who have subscribed our names hereto as
witnesses, at the request of said Testatrix, in her presence and
in the presence of each other.
3--
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
1, MARIAN F. LOGAN the testatrix
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 and Testament;
that I signed it willingly; and that I signed it as my free and volun-
tary act and deed, for the purposes therein contained.
Sworn and affirmed to and acknowledged before me
PURIAN F. LOGAN , the test"atrix this
s
day of jiinA A. D. s 199 ..
COMMONWEALTH OF PENNSYLVANIA EVhs Nov.a 1, 7
SS. to on
COUNTY OF CUMBERLAND
We, the undersigned, J. ROBERT STAUFFIM
and ERIKA L. LEVENHAGEN the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
testat rix , MARIAN F. LOGAN , sign and exe-
cute the instrument as 322X/her Last Will and Testament; that the
said testat rix IIARIAN F. LOGAN executed it as
444/her free and voluntary act for the purposes therein expressed;
that each of us, in the hearing and sight of the testat rix , signed
the Will as witnesses; and that to the best of our knowledge, the
testat rix was, at the time, eighteen (18) or'more years of age,
of sound mind, and under no constraint, duress or undue influence.
Sworn and sj ribed to before (-,/L,(. X,
me this day of
June . 1994*
7F::7jkft4.�m Key ESOM NOtwyiia
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