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HomeMy WebLinkAbout96-00897 '~ ,~ " \ ~ \ , ':".. ~ . "0 ..." . ~.. .... 0, CD .. D .. '''t ~. " 21-96-897 OQ . _:0 c ,- \-0 , c', ~~9 .::', C"' -t t?5 'Q "J _~I 9, l.U 21-'J(j-897 nON)) REGISTER 01<' WILLS 01<' CUHIlEIII.ANIJ COUNTY nON)) AN)) SURETY I<'OR PERSONAL REPlmSENTATIVE KNOW ALL BY TIIESE PRESENTS, Thul ~1nrglll.!rita KllnaVy as 11Iincipal(s) and Western Surety Company as surely (surelies)lIIe held and firmly bound unto Ihe Cunuuunwealth of Pennsylvania inlhe sum of One Hundred Thousan<Uollars (S 100 ,OOO.fJR, ue paid to Ihe Commonwealth, for which payment we do bind ourselves, joinlly aud severally, our heirs, execulors, adminislralors and successors, the conditiou of this obligation being that if Harguerita Kanavy as (slllle fiduciary capacity) Executrix or Ihe estale of Joseph T. Kanavy , deceased, or any of them, shall well and truly admiuister the estale accordiug to law, then this obligation shall be void as to the personal represenlative or representnlives who shall so administer the eSlate and his or their surely or surelies: but otherwise it shall remain in rull rorce. Signed aud sealed Ihis 29th day or October ,19 96 I each intending to be legally bound hereby. .1l.~6 t S(" /~Iargu'erita I ".t....--' (Seal) (Seal) , . ,..., ~l. (t ' , 0 fJ C_ D> N l- e.. ! ~) ';.J ,: pO.". th d:;, CC-' Go POWER OF ATTORNEY K,WII' 1\111\1('" ".I' nU'W I'/'CWIII.\: Ihh'WI""h!l'1 110\1) \n, il, 222)ll3~ -IHR;_E",___ \Illllnq ... Ili'l \.lll.t III III dl,'d 111111'" .11l,1.!>,".! 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IhI~... nol .l ,,"t.'ltod copy -.. fOfm 99.A.9.9S NOTICE: Il,,'. h"'lo~ ,,,....1 I'" 1I11J{ L6B-96- n: TO: Register of Wills Cumberland county Courthouse Carlisle, PA 17013 Re: Estate of Joseph T. Kanavy KNOW ATJ. MEN BY THESE PRESENTS THAT: WHEREAS, Joseph T. Kanavy died October 22, 1996, a resident of Cumberland County, Pennsylvania, and WHEREAS, the Last Will and Testament of Joseph T. Kanavy designated Marguerita Kanavy, the widow of his deceased brother, Cletus Kanavy, as the Executrix and Patricia Kanavy and catherine Kanavy, the children of Marguerita Kanavy, as sole residuary legatees, said will is attached as Exhibit A, and WHEREAS, Marguerita Kanavy is a nonresident of Pennsylvania and the will does not excuse her from posting a bond prior to the grant of Letters Testamentary to her, and WHEREAS, the personal property of the decedent consists of bank accounts, stock, furniture and a car with a total value of approximately $100,000.00, and WHEREAS, the Pennsylvania Inheritance Tax will be about $20,000.00, and WHEREAS, the residuary legatees have been advised that while the amount of the bond required of a nonresident Executor is customarily set at double the value of the personal property, the Register of Wills may set the bond at a different amount when conditions warrant. NOW, THEREFORE, Patricia Kanavy and catherine Kanavy - 1 - A(Y.UOO(h l,qA, w .. ::.::!lcn ,-,,,,.. w"'-' :00 ,-,,,,... .... .. '" , .. ..z Ww "'0 "': 8~ (' , fl9:~= '9A ".\ . ,.. -. .,.. COMMONW(ALTH 01 PINN!lY\VAtlIA O(PARTMfNlOf RlVWU( OrPT 1ROtlOI UAIII~.15IURG, PA 111.18_~bO.l_. O((I0tNT'5 NAI,lIIIA5T, 11I1~T Arm MI(JOLllt.,ll"'lI ., IJJ' ",.:, INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) j,' , .. is fil u w o l<~ni1VY L"I,QscplLT. \ '0"" ",u"T. '<OMII' 0'" 0"" "" 192-24-7767 10/22/96 _____n_~..__..__ I" "'I'(AIIII ~\I"" 'h(, ""U,, , ".1."" (lA~1 '-I I' .1."1' "'.1_1',' " '-AI. I fOR OATIS Of DEATH Ann 12'31191 CHECK HEAl ~o~:::-?rU~:~DI' IS ClAtMED [ 1 fill NUMBER 21 % COUNty COOL Y['" 111(I{!Irll\(()"'PtllI"'IIl)~I'.I" 105 KnHt Keller Street \'"'' '" .",,, Heclll1l11cHhuq:, J>A 17055 13/30/15 ("",, Cumberland , , , !")('" ",,,,,,. "".... ('"'''''',.,''''''''''' ""l'~(I,:~~~____.___ 897 "UMBE" I : J I ] ~ Remainder Return (for dolt" of death prior 10 12.13.B21 Federal E,lote Tal( Relurn Required 2 Suppl"mllnlul Rolurn rx I. Original Relurn o 4. limited E'tale j Aa FuTuro InlereU ComplOmiie llot dOIOi 01 death oltor 12.12.021 ~ 6. Docedent Died Te,tote ; 7 Decodent Maintained 0 living lruil IAUoch copy of Willi (Alloch copy of T rUil1 ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. NAME COl,OPII I' MAIL!tK. "'ODIl(!.!. J M. ll..ilkJ.IL.-------,--- TElEPHONt NUMBfll 717 1 766-3172 -oc,..~=c=.. z o S '" .. 0: '" '-' w '" 1. Real E,lote (Schedule Al 2. Slac~' and Bond, (Schedule B) 3. Cloiely Held Stoc~/Parlner,hip Intereit {Schedule q 4. Morlgagei and Note, Receivable (Schedule OJ 5. Cosh. Bonk Depo,it' & MiiCellaneou, Personal Properly (Sth.d,l. EI 6. Jointly Owned Properly (Schedule FI 7, Tronlien (Sth.d,l. GIISth.d,l. 1I 8. Total Gran Aneh (tolalline, 1.7) 9. Funeral Expen,e,. Admini'lrative COih. Miscel1oneoui Expenie, (Schedule HI 10. Debt,. Morlgoge liabilities, lienl (Schedule II 11. Total Oeduclion, (totollinei 9 & 10) 12. Nel Value of E,late lline 8 minus line 111 13. Charitable and Governmental Beque'h ISchedule JI Net Value Subjeclla Tax (line 12 minUi line 13) Spaulal Tranlfers (for dote, of deolh after 6.30.9A) See In'lruClions for Ar,plicable Percentage on Revetle Side. (Include valuel rom Schedule K or Schedule M,) Amount of line 14 taxable 01 6% rote (Include voluei from Schedule K or Schedule M.I Amount of line 14 lal(able at 15% role (Include valuei from Schedule K or Schedule M.I Principal lox due (Add lal( from linei 1.5, 16 and 17.1 Credits Spouial Poverly Credit Prior Poymllnh +25.245.00_ _ 8 T 0101 Number of Sole Depo,il BOllel Hnrket Square Building Hechanicsburg, I'A 17055 ----- -~-_..--- - .---------------- .-. .----..- - ..------ . ._.________,.________n___.. 14, I~, 16, 17, z 0 ;:: 18, '" ... 19, '" .. '" 0 '-' >< 20, '" .. 11) $105,000.00 12) 31.395.00 I J I (41 (~ 1 95.851.56 (61 17) _ (8) $232.246.56. (9) , " 32.597.5i 957.65 (10) (II) ___~?, 555 .16 (12) J~11.,-1i91. 40 (lJI (l41$198,6,9J,40 (I~) --_x. (16) "x ,06 = (171 _$198,691.40-, x ,1~ =_..29,803.7-' (18) Discount + 1,262.25,_ - Interllit (191 (201 __26.507.25 If line 19 i, grealer Ihan line 18. enler the difference on line 20. Thii i, the OVERPAYMENT. a o...:r.n.,"u,.I.'l'II.'U'.f'I.(I['Ulhl!.....,ll'I'ITr'llr.1..I.III........U!l!.l.Jltl.h1 21. If line 18 i, greoter lhon line 19, enler the difference on line 21, Thi' i, lhe TAX DUE. A. Enter lhe intereil on lhe balance due on line 21 A. 8. Enler the tolal of line 21 and 21A on line 218, Thi, i, Ihe BALANCE DUE. Male. Ch.clc Payobl. 10: huht.r of Will., AUlnl ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -0(-0( Under penaltie, of perjury. I declare lhol I hove uamined lhi, ,elurn. including accompany-ing iChedulei and ilatemen", and 10 the beit 01 my knowledge and belief. it i, true, correct ond complele. I declare Ihol all real e"ale hOi been reportod otttue market volue_ Declaralion of preparer 01 her than the perianal repre'enlative i, bosld on 011 Informal ion of which preparer ho, any knowledge SIC; ATU_f Of 'fRSON ~(!IP N5IBl( fO~ filiNG RlTURN AOOR(5~ --------~----l.:-------~-~--:.---- 0"'2, . " ~~U, J )" _nclJ.Z?J.j ~/k_~Jb~"fL!?~~.ll-]'17J1- _n..:-_~.:J....2 (I;UR IHmHl.wr~~t~~ AOOllt!l) , l, /,-'/ OA:l / ,__ / I-+>-. l.lfHlu[d;jjf 1/U!.klt( ~:!<<,,(.(_.A.._ ._____.__. __ ,J~t7- I (2'1 ..,__3,2,9/i..46 (21AI --,----,--..----- 121B) ___..___.__.______ ^. SKI'TI,EfoIENT ST^T1.:r'IIW'1' U,S. DHAIt"UNI or HW51Hli AMP URBAN DEVElQrHENI frl OHB NO 2S01.0265 8. tTrE or LOAN i--rTriiA-2-'f-i"r~JiTc~;-.uOi.-16--iil[-'NUHn(R-----~--17 lOAN HUHBU - 10. KOfllG'A"GEiNS CAU ~IU ~;_L!-~__~~._l._~_C~~~:...~.___~_~ _~___.__ _!~~~c_~~.___~___ ~____~ C. HOf(I,hh form I, 'urnl"h,.d to 01'9'(' .,.Otl ft ItntMlrllt 0' Ict'.lllt lettlf'fl'lM\t COlt., AmolM1l1 peld to and by the nUlrmtnl lo.nt all' Ihown. II~ lM,k,.d IllrOC)" Wfllt' rnld OHtlloldC" thp ('tn,If~: Ihcoy all' .hown tlpr. for InforlMtlonlll plllp,.n and .r. not Includ,.", In the lotnls. S,O 10.96 (8/91017CAr.IlUO/97017CAr) D~-NAM[A,~DADORrn-orBoiiRMR---~ E.-.NAH(A~li ""oo"liiss.Vi"SflllR -- r. NAHE AND ADDIlESS Of lUfOU DOUGLAS k. KRAHER AHD D(NISE C. kllAHEA JOSErl1 ,. KANAVr. [SI"TE fiRSt UHIIED HOAlGACE SUVIClS INC. G. PRorfRIY LOCAtiON '05 E. KELLER SIAEET ~ECHANICSBURG, rA 11055 CUHBERlANO COl.W1ty, PA ii:SEi1iimNi-AGEHi'--~5;722090 CAPitAL REGION lAND lRANsrfR, INC. PLACE Of S[ItLE~ENI HID HAUEI SIREEl CAMP HILL, PA 11011 ~ay 10, 1997 I. SEItLEMENI DAlE 100, 101. \02. 101. 101,. 105. J. SUMMARY or BORRowtRIS tRANSACtiON GROSS AHWNI DUE fRCIt BORRO'oIER Contract Snles Price Personal rroPfrty S~ttl~nt Charg~s to Borrower K. SUHHARY or SELLER'S TRANSACTION 400. GROSS AMOUNt DUE 10 SELLER 401. Contract Sal~s Prlc~ 402. Personal Property 403. 404. 40S. 105,000.00 ~I: 105,000,00 Iln.'4~ 5,909.06 Adjustments for Items paid by Seller In advance City/town taxes to County taltes 05-]0'91 to 01'01-98 School laltel 05.30'97 to 07-01'97 Sewer/lresh 05-30-91 to 01-01-91 AdlU1lmenu 'or IteIM paid by Seller In advance ~06. CUy/town taltU to 401. Ccx.nty tun 05-30'97 to 01-01-98 76.20 1,08. School Taxes 05-30'97 to 07-01-97 37.73 1,09. Sewer/trash 05-30-97 to 07.01-97 24.30 1,10. t.11. m. 106. 107. lOB. 109. 110. 111. ;12. 76.20 17.11 24.30 120. GROSS AMOUNI DUE fRCH BORROUER 111,Ot.l.29 420_ GROSS AMOUNt DUE 10 SELLER 105,138.23 200. AHOUNIS PAID BY OR IN BEHALF OF BORROWER 500. REDUCTIONS IN AHOUNI DUE TO SELLER 201. Deposit or ear~lt money 2,500.00 SOl. Exce.. Depo,lt (see Instructions) 202, Principal Amount of New Lonn(l) 1010,772.00 502. Settlement Charges to Seller llne1400 10,681.07 201. Eltlstlng Loan(5) laken Subject to 503. Existing loan, Taken Subject to 204. Appraisal ree Credit 25.00 504. Payoff of 'Irst ~rtgage loan 20S. Crt'dlt At'port ree Credit 8,06 505. Payoff of second mortgage loan 206. 506. 207. S07. (Deposit disbursed as proceeds) 208. 508. 209. Sir Conct'lllons Prepalds * 3S6.01 S09. Slr Concessions Prepaid, 3S6.01 Adjustments for Itl'fftl t.Wlpllld by St'Ilf!r Adjustment. 'or Itrms unpaid by Seller 210. City/town taxes t. S10. City/town tun t. 211. Comty taxes t. 511. CCUlty taxes t. 212, School lDxu t. S12. School Taxes t. 2\1. m. 214. Str Concessions Clg. Costs * 1,024.67 514. Slr Concessions ctg. CO!ts 1,024.67 215. ilS. 216. 516. 217, 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 108,685.76 520. 10TAL AEDUCTION AMOUNt DUE SELLER 12,261.77 300. CASH At SETTLEMENT FACH/TO BORRoutR 600. CASH Al SEITLEHENT TO/FROM SELLER 30t. Grosl Amt Due from Borrower (line 120) 111,047.29 601. Gro,. Amount Due 10 Seller (line ~20) 105, 13B.23 102. It'ss Amt Paid by/for Borrower (lint' 220) ( 108,685.76) 602. It'SI Rtduc:tlons Due St'lIer (line 520) ( 12,261.77) 303. CASH I I 10 BORRO\IER I J, FAD! SELLER / / 92,876.46 1&201 thlt ..tu~t & '~t'Z;;;tF.- h.r.'n. SEllER JO~ VY,-un IE , '7~1 ~Jf7 .~,d!tl- ~, 2,361.53 603. CASII (XI TO I') IRD! The undersigned ht'rt'by nckt~wlt'dg~ receipt of n comptt'led crpy of r~gf!S BORROWER / /, I "j ("r.1. ), ,'I" l , I DOUGLAS K./KRAHER t '" . (. BORRMR.. I. I ." DENISE C. kRAHER ; - II'" '1 SELLER Ht/D'1 (3'86) RESPA, HB 4305,2 !.111t rHI Nf SlAln-tNl rAG[ 1 I. SlITUHINl tllAlIGrS iQO;-lo,.i..iai~-'-islo~n' c\.1l1pi u Iplli _ VallN.on rr h ~ J ~,VVVO \ . ~,JUV.W .. - --'iiAib-'~ IVS,UVV,UU 1/ I'AIO '''I~ ____DI'Y'lIJon oLtCWII!llnJOfL(IJnv -ILlO) _u Ju\ low); ROU(JWrI'"5 SHlUIS IUILLJ.Jl).UO,I. C,fl O.I.,,'.r, IntI 'UItDSA' fUNDS A' lUZI_ 1_ J.Ol).VO_to RtHOARuUy_AUotiilICI. lIte. ILIILtHLHI_ __, lLIILLHtHL iUJI_ C\.'IfII'ISIOfI rol\l.'$Cltl~nL,__. '" -- ---- " , .,..--- ----._"-- _.. O,lOO,OO 104, 5ldl'w,l'" rl"l141ir to Onll!..1 R. rolt'r IUO.OO OUU.".I HHU'A,^ULt,IH tUHNLCllUH WIIH, LU~H _ -..- ---. .. --~. --.,,---.-----. -+- ----- ..- ---,,---, eOl._Lo.fLl)LlsllllllloIUvc ..__.~ __.____ ~___ I._IIAII VNIIlO,HUm~Gt UPVlttl -.--.--- + ...+--- _____,I.Ol\.Ol.. '',_-':':l,09i;,\i 001--1.,",01"""," ...... ,__, ,I,VUOOX t. H~IIOH^L,ml. HV'lIG~GUO", --. -~-----_._-- OOJ..^"""I..U.... __,,_,___..__, ,,_. .:, to..lIRII UHIIIO HO~IG~Gt lLRvltti ,.'riit.iiil.oQb'.' --.---------. -..------.--- OOldr<<lIU.l>Oll h...... ___",.., , ..,.., t._JlRII UHIltO HO~IG'GUtRVlttL __POC_lIU.OOb =-==bS,OD: -,.--.--- OOS..L"JIl"~Un'llC'll.n,r....... _,______".10..1 IRlLUHIltO,HORIGMl,llRVIttl.., _. .______ - .-.----- au~.JjOtlDlgc_IIlI.--^WI-r.CL____.~____ ____\0 _____.___._._ ___ _,__ _ __ __ .__ ___ ___.__ ^-~-- ----- OUl..A"""'Il.nJ..____._______,t. __ ._.~ - -- --- ..' .. OOO...l'A-l'f"l,o..l.. IL~M 1UH~L.tIJLH\lI!\G~Gt eo.oo 002..J IloI..Und<r.r Ulna.L.. ILM101IQIloIL_tIJU!ORIG~Gt . 120,00, OIO..oJ'lourrl.r.. ,ILl IRlL UHIIED ,HORIG~GUlBVml SII.OO OIl..o"""nLP.rcu_I'L_..,..__ ______..tLf.lBIJ UHIltD MOR'G~GUlRmtl . . --1lIO,OO, OIZ, -- .. -.. -_.-._- -, ----+ . -- .. OJ), - ----.. Ol!...rl.OIlJ.'---_ .\. II R5 L U~ I J tUlORIGIGUtRVI tll 24.S OI~~.crn1l1hLlloJLIf' -------1OL..IJ85LUHJJtO..J10RIGAGl_ltRYICtl 29.00 816. Oil, 010~ . 012~ .- . - 820. 900. IIlHS REOUIRED BY llNDER 10 BE rAIll IN ^DVA"tE 201..J OI.mLlt<lllLP)"~O;.VLt..JIO:Ol:2UL..lS. mooO/d.'ll .d05u ~l . 31.S0_ VPZ...Jl.lliD.9.JnmJln'LfLomlllD..foL l!!ODlh...l...IIAU OM1oLj;tlLHO~1 GAGE 2,JllLS.L 20~..Jl,".r.lIJ.n'"roOlLI!r.<mll<>Ll.L 1.0.,"""._1. P,QC 1ZI6JlOb.. 201, t. 905. lOOO.J!lllRYII.JIlf05llfD..WJLHJLINDI~ 1001.-HJIOLd.ln.lltJIn,' l,OQOJl<>nlh. ij 1 18.0a.P<L"""th . .-J6.oo.. lOQZ.a-li0L19ll!1cJtliuroocr ""nth. iU 4Z.l0.llCL"'1Ih 10OJ..tJl'Llown-I.... _moolh, ;U ~lfllQfJlh ll,~~~ lOO~ ,-Com\),-1D1I.l:' .~;WO_ll'OI1th'-iL_..lO,SI,P<' ",,"th . lOOI....illumLlJl... 11.01lll1!>o0lhI..-J.l U.14J>o:LIl'OI1lb . 3~L . 1006, ""nlh. i.I u.U!Oll1 . 1007. montbl-i.l DCt...II'9nth 1008. AggrrQotr Adjustment . '96.05 lllI~JmUllMGll . lJo'ulJburll'fl'll'nt Frr ttlAlllALBlGlOJU.A!IUBAI!51LB..llIC. 1l0l..-AbUrect or T1tlUc.auh-to llOJ..J1LlLI..",ln.lll>n to lllI!.JlU LIm=Ol.LlIlnd.r ,"- , J~,-unent prrQlilllgn to : llU6..JjllUCU. 1107. Attornt:~C!l to (In~MeLllboy~: -1 lllIa.JUlLlnlllllOl' t'.J:Al'llALBlIilOJLWU,8A1llliJl..JHt ' II! t1n~IIld.LIlm~.: I ll~.od'c~.J:J1','[Da,---L-1 ~.llZ, 00 l112..JII!Il~.....roa,---_$-----1OS,OOO ,00 JlILJod."''''''D.uJDll..IJI0.8.L1.1L-1<LtM'J1ALJllG 10~.L!.HQ.JllA!!l1lR..JX~ 12).>>11.. llJI..a..d.frSQOIJIll.n 1.1llL1o\Jn._lIq, POL 1Jl~. !lY.rn1B~1 CN'IJ^LBlG1OH.LAHUlWllfl&.JX.~ Jlil. llll. 1Jl6. WI, 1118. lZOO,-GOVLBNMEH1-Hl.QftDIHGJ\HO__1B^HI!lR-.HI~Gll -, 111U.J!..lllilJm .L... Ul..d_$ Zl.SO.._.H.CI.....1-...)S,SQ :Rc1c_nuJ Si.OQ 110Z.J: ll'ltovnIYJ..J.ll."1lU O.<<I_$--1,OSO,OO :I1Qr1gQg~_.J 1.0lO..Dll.. ]lol.JlO1'..l,,'~.t_.. -----.n..d..l....J.OSO.OQ......;H'LI.... $ 1.0S.Q..QO.. 110!....B<lllclU...IJlrm<nl 1.-->UMifRLIl~lLt.VIltv,8.<...1.0.~s 12.QIL 12OS. l~~I!llllllIAUIW.lllEHLQIMGES JID oJumy ID lJOl.-l'tlLln'...llOfl t..Judd.n.JICAlh 31l&O.. 1~OW2l'LtQ\4lIY..lJl'" ---'V iIlLtY_L..Jk'~.td..l1: 12UL 1~1l!..1l<l<.oJlLL.u.1 r t. U.nlcLB...J>.ol.Y- 2.1J1.QlL ' lJOS. Proctlslng rer 10 KeyUonl: Und Trensfer 75.00 1400. lOYAL SEttlEMENf CHARGES (Entrt On LInt's 103, St'ct'on J find SOl. St'ctlDn K) 5,909.06 10.881.07 I I i i I j i i ~, By Ilgnlng page 1 0' this 'Int~nt. the slor\1I1orlrs Icknowtrdge rt'crlpt of 0 cOf!l)trted copy of paQl' 201 this 2 PIlgl! 'tlt~nt. C8/97017CAP.II11O/97017CAP) Cettlfird to be . true copy ,a:.~: 1~~:Ad Sl!ttl~nt Agent SVDHIST Sevings Display Histury 2033 11/11/96 Accl 003' Alpha kE'} Requesl ALL TRANS DaLe lasL free form sLmL 10/31/96 FREEFORM STATEMENT Current bal 12,032.12 -------- -------------------- 10/01196 S us TREASlJrn' 307 RH r~ ET Ai ',22'17767 1 10/01l9'~ 5 PA POWEI~ & I.IGlrtlll::T DIV ,12163'jOO SO 1 10/31/96 S INTEr~EST 11/01196 NS US mEASUHY 307 r,R R ET (I 1 92::!iJ 7767 1 11/01196 NS ~JITHDRI'\14AL _ SVDSnIT Last page of informatiun. COI.1/.IAND ===) F2=ReLrleve F3=Exll F7=Bacl\~lard 4B { Aa Trans Valua Run/BaLch/Saq Resul ti ng Bal ----------- ------------- ------------- 363.58 00 333 0000 11 ,504.03 SOl.00 00 333 0000 12,005.03 27.09 ' 00 000 0000 12,032.12 363.50 00 333 0000 12,395.70 ( 363.56 ) 00 503 0000 12,032.12 _ SVDIHSTREO _ SVDt'lAIN _ SVDACCT _ SVDSF GN20000I02 FiJ=CRFwi ndo~1 F6=roggle 81--D7307C R 3 C 7 15: 49 11/12/96 Schedule E - Item 3 ~Il~l'l" ST A TEMENT 1//>7 _ ..,..--..'..-'-....-'..'- 07'01-~ 09-30-9b SQCtAl5ECUl11TY NO 9[140 OU1[er IUUUlnlUi 10 Mel1.1lJers. 1;l!I)I:IC.\1 ( 111',1)11' llNluN 5275 E '1II11l!1' nOilll. I' 0 1101 .llJ Mft(;h,lIUC'ihuftl. P"'ll1!'i~lv,llll;1 1 ;'()55 0040 jilllli9l1Hil TOLL fIlEE 1 nUll ;'IIJ n'lI 'UU llIlillll1(J IlllPil1ff'tJ (il:, (,97 5:l1;~ , , , , , , , , , , , , , -"- , HOME BA/lK WG T1IRU PERSONAL BRANCH IS NOW AVAILABLE! CALL US FOR MORE DETAILS ABOUT /lOW TO BANK T1tROUGH YOUR PERSONAL COMPUTER I JOSEPH KANAVY 105 E KELLER ST HECHANICSBURG PA 17055-3829 REPORTING SSN.192-24-7767 V-T-D DIVIDENDS. I TRUTH IN SAVINGS INFORMATION :ANN AL PERCENTAGE YIELD I 3.35% ,ANN AL PERCENTAGE VIELD EARNED I 3.34% -~--- --------------------------------------------------------- , , SUFFIX,40 1 VEAR CERTIFICATE 073t9 DIVIDEND 08069 DIVIDEND AT MATURITV , , DIVIDEND IVIDEND 43.74 219,22 FORF FOR 1996 REPORTING SSN 192-24-7767 IRA YTD DIVIDENDS II OlltER VTD DIVIDENDS II II TOTAL VTD DIVIDENDS II TOTAL YTD WITHIID DING ,00 262,96 262,96 Schedule E Items 7 and 8 5,29 5.30 5,15 ~ ---------- --------- 5262,98 25,48 5288.46 4.13 5292,59 19,68 5312.27 22,79 5335,06 '-- ITURES I ,00 IV RATE. 5,2200 II TOT L YTD II FOR EITURES .00 .00 , , , , , , , , , "REPORTING SSN.192-24-7767 V-T-D DIVIDENDS. , " : :: CERT NO. 0 ISSUE DATE.080696 MATURITY DATE.080697 : :: j TRUlll IN SAVINGS INFORMATION , " : :ANN AL PERCENTAGE YIELD I 5.35% , ,ANN AL PERCENTAGE VIELD EARNED I 5,52% -~- -~-~- --------------------------------------------------------- , " , " , " , " , " , " , " , " , " , " , " , " , " , " , " , " , " , " , " , " , " , , , , , , , , , , , , , , , , , :J' , , , " , " , " _~L' I ---! Ih "III't I' .~, ESTATE OF SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES j Ploa.o P,lnt or Typo .------- -----'----ou--'-rFIU NUMBER I 2 I 96_8?7, ~, ,.) v '" I ,.. ~" ._.'tk~ COMMm~WI Alllt Of rt UP,."'fI..,At4lA ItHl(MIIAU(( TAl NlTUIH4 JlI!.IIJfPH DI((OltH __.__ ,J.oH~p.h,T, Knl1l1vy ITEM NUMBER DESCRIPTION 1. A, Funoral Exponlos: Myers Funeral 1I0me Service Expense 1. B, Admlniltrativo COlts: 459 - 56 - 5084 2. 3. 4. C, 1. 2. 3. 4, 5. 6, 7. 8, Porsonal RoprOs,entolivo Commissions Social Socurity Number of Personal Repre'enlolive: Yea, Commissions paid __193]____.._______ Allorney Fee. Family Exemption Claimant Address 01 Claimant at decedent'. dealh S',eet Address _____,_______'..__'_ Relotion.hip _nn' CHy ._______State _._. Zip Code Probate Fee. Mllcollanoaul Exponlos: Hutter Agency, Fiduciary Bond Central Penn Appraisals, Real Estate Appraisal Cost of selling real estate. See attached settlement sheet Reserved for costs of winding up estate TOTAL (AI.o enle, on line 9, Recapitulation) (II moro Ipaco II noodod, inlorl addillonallhools 01 somo SilO,) AMOUNT $5,696.00 88.74 8,500.00 5,000.00 241. 00 460.00 250.00 12,261. 77 100.00 532,597.51 """""'''''*' COMMONWIAI'HOfPlN""'I\''''''1.4 INHIIIIAtKIIA. 'l1uI,.. 'nIO'NIO'ClO'.I' Joseph T. Kannvy SCHEDULE I IS_I DEBTS OF DECEDENT, , ~~~TGA~.E ~~~~_IL~TI,ES AND ~~~_NS n Plom Print ar Typo FILE NUMBER 21 96 897 ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER 1, United Water Co., Book Account $ 21.14 2. PP&L, Book Account 25.26 3. Bell Atlantic, Book Account 13.93 4. Suburban Cable, Book Account 22.32 5. Linda Bonner, Cleaning House 75.00 6. Executive Airfone, Unpaid Balance 800.00 TOTAL IAllo enl.. on line 10, Recapitulation) (II more space is needed, insert additional sheers 01 some sin,) $957.65 , /!; /.,(\ -5 BUREAU OF INDIVIDUAL TAkES I HtlLRl "NC[ laX DIVISION DEP'. 2110.01 ttARIIIUUPC, PA 1111a-ObOI r*, COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE 6 NOTICE OF INItERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMEItT OF TAX "'.Ihlll'" 111."1 JOHN MEAKIN MARKET SQUARE MECHANICSBURG DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 09-09-97 KANAVV 10-22-96 21 96-0897 CUMBERLAND 101 JOSEPH T BI.DG PA 17055 Altount R..,Ht.d MAKE CHECK PAVABLE AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'v:ii;'4TEX-iiFJJ-fo3':97T"NOTicE--Oj:-i-NHERiiiificE-TAX-APPRAisEHENT-'--,\L,i.-OWAN-CE'ifFim_m_--_---n- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KANAVV JOSEPH T FILE NO. 21 96-0897 ACN 101 DATE 09-09-97 TAX RETURN WAS: I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule AJ 2. stocks and Bonds (Schedule 8) 3. Clo~.ly Held Stack/P.~tn.~shlp Interest (Schedule C) 4. Horta.gas/Notes ReceIvable (Schedule OJ 5. Cash/Sank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule f) 7. Transfers (Schedule G) 8. Total Assets CItANGED NOTE: To insure proper credit to your account, sub"it the upper portion of this for. with your ta)( pay".nt. 105,000.00 31.395.00 .00 .00 95 .851. 56 .00 .00 (8) III 121 131 141 151 161 171 232,246,56 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.~.l Exp.ns.s/Ad~. Costs/Hisc. Expense. (Schedule HI (9) 10. Dobts/Mortgogo Llobllltlos/Llons ISchodulo II 1101 11. Total Deductions 12. Hat Value of Tax Return 13. Charltable/Governnental Bequasts (Schedule J) 14. Nat Value of Est.t. Subject to Tax 32,597.51 957.65 Ill) 1121 (13) (14) 33.~~~ 16 198,691.40 .00 198,691.40 If an assessment was issued previously, lines reflect figures that include the total of ~ ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rat. CIS) 16. Anaunt of Line 14 taxable at Line.I/Class A rat. (16) 17. Anount of Line 14 taxabl. at Collateral/Cia IS Brat. (17) 18. Principal Tax Due TAX CREDITS: PAYMENT DATE 12-26-96 06-06'97 14, 15 and/or 16, 17 and 18 will returns assessed to date. NOTE: .00 X .00= .00 X .06= 198,691.40 X .15= 1181 ,00 .00 29,803.71 29,803.71 RECEIPT NUMBER AA184999 AA211392 DISCOUNT 1+) INTEREST/PEN PAID 1'1 1,328.68 .00 25,245.00 3,296.46 AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 29,870.14 66.43CR .00 66.43CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS LESS TitAN fl, NO PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTEa AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TItIS FORM FOR INSTRUCTIONS,) RESERVATION: E.tat.. 0' d.c.d.nt. dying on or b.'or. a.c..b.r 12, 1982 .. I' any future lnt.r..t In the ..tat. I. tran,'.rr.d In po.....lon or .njo~.nt to Cia.. 8 Ccollat.r.l) b.n.,lcl.rl.. 0' the d.cadent .fl.r Ih. a.plr.tlon 0' any ..t.t. for II'. or far y..r., the:GDf.onw.alth h.reby ..pr...IY r...rv.. the right to .ppr.I.. .nd ...... tran.f.r Inh.rlt.nca T.... at tha lawful Cia.. B CcollalaraU rata on .ny .u<.h future lnt.rut. PURPOSE OF NOTICE: To fulfill the requlre.ent. of Section 21~0 of the Inherltanca and E.t.t. Ta. Act, Act 21 of 1995. C1Z P.S. S.ctlon 91"0). PAYKEHTI D.t.ch the tap portion 0' thl. Notlc. .nd .ub.lt with your pay.ant to the R.gl.t.r 0' Will. prlnt.d on the r.v.r.. .Ida. uHak. chack or .onay ordar pay.bl. tal REGISTER OF MILLS, AGENT REFUND CCRh A r.fund of . t.. credit, which wa. not requa.t.d on the Ta. R.turn. ..y ba requa.t.d by co~l.tlng an "application far Rafund 0' Pann.ylv.nla Inh.rlt.nca .nd E.tata Ta.- CREY-ISIS). Appllc.tlon. .ra .vall.bla .t the Of,lc. a' the R.gI.t.r of Will.. any a' the 2S R.v.nu. DI.trlct Offlca., or by calling the .p.cl.1 Zit-hour an.warlng ..rvlc. nuab.r. far far.. orderlngl In Pann,Ylv.nla 1-800-S6Z-Z050, out.ld. P.nn.ylvanl. and within loc.1 H.rrl.burg ar.a Cl11) 181-809~, TOOl Cl(1) 112-Z252 CH.arlng Iap.lred Only). OBJECTIONS I Any p.rty In Int.r..t not .atl.,I.d with tha .ppr.I....nt, .Ilowanca or dl..llowanca a' daductlon., or ........nt 0' t.. I Including dl.count or Int.r..t) a. .hown on thl. Notlca .u.t Object within ,1.ly (60) d.y. 0' rac.lpt of this Hotlce byl --wrltt.n prot..t to the PA D.p.rt..nt 0' R.v.nu., Board 0' App.al., a.pt. 2810Z1. Harrl.bUrg. Pi 11128-1021, OR --.I.ctlon to hava the .atter dat.r.ln.d at audit of tha account 0' tha p.r.on.1 r.pr...nt.tlv., OR --app.al to tha Orphan.' Court. ADtUN 15TAITlVE CORRECTIONS: Factual .rtor. dl.cov.rad on thl. ........nt .hould ba .ddr....d In writing tal PA a.part.ant of R.venu., Buraau a' Indlvldu.1 T...., ITTN: Po.t A.......nt R.vl.w Unit, Dept. 280601, Harrl.burg, PA l11Z8-0601 Phona (717) 187-6505. S.e p.ga 5 0' the bookl.t "In.tructlon. far Inh.rltance Ta. Raturn for. Ra.ld.nt O.c.dent" (REY-ISOI) for an ..plan.tlon of adalnl.tr.tlv.ly corr.ctabl. .rror.. DISCOUNT: If any ta. dua II p.ld within thraa tS) cahndar .onth. altar the dacedant'. d.ath, . 'hI. p.rcent IS:U discount 0' the t.. p.ld I' .llow.d. PENALTY: Th. 15X t.. .-n..ty non-p.rtlclpatlon pan.lty I. co.put.d on the total 0' the ta. end Int.r..t .......d, and not paid b.fora January 18, 1996, Ih. 'Ir.t day .ftar the .nd a' the t.. .an..ly p.rlod. Thl. non-partlclp.tlon p.nalty I. .pp.alabl. In the 'B.. .ann.r and In th. Ih. .... tl.e p.rlod a. you would app..1 the ta. end Int.r..t th.t ha. ba.n .......d .. Indlcat.d on thl. notlc.. INTEREST: Int.r..t I. ch.rgad b.glnnlng with flr.t day of d.llnqu.ncy, or nln. (91 .onth. and an. (1) day fro. the d.te of daath, to the data 0' pay..nt. T.... which bacaa. d.llnqu.nt b.for. January I, 198Z b.ar Int.r..t at tha rat. of ,I. (6XJ parc.nt p.r .nnu. calcul.t.d .t a dally r.t. of .00016". All t.... which b.c..a dallnqu~t on .nd aft.r January I, 198Z will b.ar Int.r..t at . ral. whiCh will v.ry 'ro_ cal.ndar y.ar 10 c.l.nd.r y.ar with th.t r.t. announc.d by the PA a.p.rt..nt of R.v.nu.. 'h. .ppllcabl. Intar..t rat.. for 1981 through 1997 .r.: !!!! Inhrut Rl!lt. D.lly Int.rnt Fl!lctor !!!! Int.r..t Rl!lt. Dl!llly Int.r..t Fl!lctar 198Z 2n .0005108 1981 .. .0002"7 1981 16X .000U8 19118-1991 llX .000301 1911~ 11:C .000301 1991 .. .000l,., 1985 13:C .000S!l6 I99S-199" 7X .000191 1986 10;( .OOOU,. 199!i.1991 .~ .0002U nInterut Is calcul.t.d .. 'allow.: INTEREST = BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTDR --Any Notlca I..uad .,tar the ta. b.co... d.llnqu.nt will r.'I.ct an Int.r..t calcul.tlon to fl't..n CIS) day. b.yrnd the date of the ........nt. I' p.ya.nt 1. ..da aft.r the Int.r..t cD~utatlon data .hown on the Notlc., additional Int.r..t au.t b. calculat.d. (I ~~I'A.'!~I~~-'-lJiE.()I.I'r UNDE.!l nUl~~_6,J~ Name of Decedent: ---l"ll..ph-"h-Kanllvy Date of Dea th: -Octobl!L.22.._.199fi_- will No, 1996-00897 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the [01 lowing with respect to completion of the administration o[ the above-captioned estate: 1. State whether administration of the estate is complete: Yes " No__ 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. I is Yes, state the following: a, Did the personal representative file a final account with the Court? Yes No x b. The sepal'ate OrplhlnR' (lJurt No. (it any) for the personal representative'R account is: c. Did t,he personal representative state an account informally to the parties in interpst? Yes x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report, ~C..- , C'L'!L..,. Date: September 8. 199 Sig a J~ n M. Eakin Name kPlease type or print) Mar et Square ~uilding Mechanicsburg, PA 17055 Address L!.~.l_766-3172 Trod, Nu, Capacity: Personal Representative x Counsel for personal representative (MAH:rmf/AM3)