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Home My WebLink About97-00601 . _._....."~_ r...."or','",.., I)ETITION .'OR PROBA n: and GRANT ()I<' LETTERS ~l:-qrl-:..Io.QJ _._.__ /;:'1111<' (~I f11r l -( al,lm know" w. ~ " 10,,/-<-;1\<;;' No, To: Registl~r 01 wiguABrE~l"AN[). " !J('('('(/.\'('d, (ounty 01 '"".___.. .:______." 11\ the Social S"L'IIrity NO..:M'i. ,.. 'L't. .12. ~:J.'::.. COl11l11oltwclIlth 01 l'enltsylvlIlIln The !,clillolt of the ultdcrsiglted res!,e"lh111v represelll' that: Your !,l'tilioltl'r(s), who Mfare IS year, o( age or older Itlt Ihe ese"utC'(: ~. ....-.. '.''''''-''-9' n~njgd In the 111'1 will of Ih" ahove dcO:l'dl'ul, dall'd). ,.;>7 , ,_.. ..,.,-...-. I ..1-.- nnd emlieills) daled'~"""._""-----' ...--..-.. <..._~..-._,~._---.---- --_...,.._.----_.~._-~.._- ---_.._~.,,,.---_._.~_.~--~- "tali' rl'll'\i1n! l'irl'lllll~!lIm'l's, l',g, It'UIIIH.:ialillll. d~'il\h tit t'\t't'lIhH, ~'!C,) Decemleltt was dOl11iciledat death i!'. C C!11j~',~~~,,,,.,,,,?, . .....,. Couuty, Pennsylvnnln. wilh h..'&..... lasl family or rnlt"lral r~S1deltel' at.. r > ~" [z,.(/-,v..r.t>,f.~.~. m' <;.7 ------ _,.__" ,,~uIt(UL~Lt.., f'.-1, .LLeL~.. ,..-.-. Ills! S(ll'l'l, 1I\111llwI <Lud 1ll\11ll'lpaHtq bb j q ()eeeltdeltl. Ihelt U' ,.n' years of age, died ,...J/<-,r.. ..7..., ....,_.._____..~, 19 7 at . Q J+;fl H'it.L, ,dr;><,j>'"I:AL, ...-.. -......- bce!'t ;1' lollolls. ,lecedelll did nollllany, WlIS nul (,Iivorced and did not hllve a child born or ndo!'tod nft,'r eweution of Ihl' will oHered lor !'rohate; \l'as not the viclilll of a killing and \VIIS never ad,iuoicatod Im'olllpl'lelll: ....dL"'P.(,.. ...__"..... ..,.._.._,__.... ,._........_.m.._........_____. DCl'i.'mlL'nt at dealh owned properly with cstinultcd \'ul\lc~ as l'oIlO\\'s: (If dl1lniciled in I'a,) All personal !,roperlY (If nOI domiciled in I'a,) Personal rroperty in Pennsylvania (II not dOlllicikd inl'a,) Personal !,roperty in County Valul' l)l' rcall.'slHIC In PCIlIlS\'h'IHlia situat,'d ii' follow': I.fj..___J.~_..!v~iJ,..e;jtL "'L_,.____ , ,___,_.____.. ..t!~":(-!5'_::L $'._.!L..7t.!<I, ",," $~..-. L .Q L. __.1-J.,-!~_@Q_ ...~__.__~_._._.___._~~_l:....._.____. .._._~.,_......__.__w..~._ WIII',REHIKE, pelilioner(sl respectlully I'rc'\cnlcd h(IH'wilh and tlll' grant of IL'IIl'rs.. request(s) the !,rohale of Ihe last will and codicll(s) 1.[: ~.U.~Lf!!.r!lc~y______..___~--- (ll'.,lal\1t'ntl\f~'; adl1lini~lrati\\!\ l',(.a.; udminislmliol\ d,h,n,c,t,n,) 111\.'1'011, ~ " ~ :97 , - " , ~ a ..,0 ~~ ~, /l 0d4.~ ce j/J'/,_~ __Wl'-.!"/ilj'1. __.~.'7.<;'fJJ{C.- ,,-.... .,...1Y')~-lJ;;.rt~~'''%A..,~ iIa ".. . _.<;,,~1'l,--.~~~.;.~. ..:._~ ..._...c...J~_"oA_...'c=_. ( "ll-'~IV'.L.'::L ...c, .....!1.I23:_.P:ls:-'~ cl " , 0 (L ~__.. (A.,H.p./fiLU..J'.<L...L::l..J.dJ- ~---.--~-_._'-~----~-'---- --_..._~-----~"--"'----- . .....-- .---.. .,. -~----- .. ----.- . -.------- ,..------.....----.. .-.---.----..- .._-~~_.__. ._u. .m.______~....___~~'_..... .....__._....... ------0..-- OATH ()I<' PERSONAL REPRESENTATIVE COI\IMONWEALTH OF I'ENNSYI,VANIA I '8 O)l:NTY OJ: .._H_~LJ~~ERIJ\]()..--..,'--.-- J lS. Th(! I'".tiliolll'rls) ahove.named \'wear(s) or affinn(s) thai the ,tatements illlhc foregoing petillon nre true and ('oITl'l:llollll.' bt.....1 of IhL' kn(lwk'd~c ilnd hdid of pCllti(ll$'r(~) alld that as personal reprcsen. tall\,('($ of thL' aho\'e dl.'l:c<.k'nl!WlitioJ\cr(s) will well umlll'uly adminisler the c;~sti.ltc according to low. SW"'" II' III affirmed ;1Jl\1 sllh,,,, illed ~~lL-. r!! :4. . - --' -~_. V> hefoll' nl(' Ih;>; ,n_' ,1~IH da) 01 -Jy J~S~~~:'- ....,'''"' ,. cu'"""" "'- ..""".-- '"' .I~"~?~;; F-.ft:frw&t1 n ...... .1 IIUf lUlIL AU TIlSTANW QI! H&BX KOLLAS I, MARY KOLLAB, of CarliBle, Cumberlanc:l County, pennsylvania, declare this to be my Last will and Testament, hereby revoKing all prior Wills and CodicilH. FIRST I I children, WILLIAM C. survivor thereof, to give all my tangible personal property to my KOLLAB, HELEN KOLLAB and CLARA KANOAHIB or to the be allocated between them as they agree. BECONDI I give, bequeath and devise the residue of my estate as follows: My residuary estate after taxes shall be divided into four (4) equal shares: One (1) share shall be for my daughter, CLARA KAHGANIS or her issue; One (1) ahare shall be for my Bon, WILLIAM C. KOLLAS or his issue; One (1) share shall be for my daughter, HELEN KOLLAB if she survives me. If ahe does not survive me, her share shall lapse and be divided among my three (3) remaining shares; and One (1) share shall be for CLARA KANGANIB and WILLIAM C. KOLLAB as Trustees for the benefit of my grandsons, PAUL W. DEMETRIB and CONBTAMTINE W. DEMETRIB of pitman, New Jersey. The shares to Clara Kanganis, William C. Kallas and Helen Kallas I give outright. The share to Clara Kanganis and william c. Kallas as Trustees for the benefit of Paul W. Demetris and Constantine w. Demetria are to be held as a separate trust for the following uses and pux'poses: a, 'l'he One (1) ehare trust portion shllll be rlivided into two (2) parts. One part shall be held in trust for Paul W. Demetria and the other share shall be held in trust of Conatantine W. Dem.tria as follows: 1. The net income from the trust being held for Paul W. Demetria shall be accumulated until such time as said grandchild attains the age of Thirty (30) years at which time Paul W. Demetris shall receive one-half (1/2) of his part together with one-half of the accumulated income. The remaining one-half (1/2) part shall be distributed to Paul W. Demetris \ when he reachee the age of Thirty-Five (35) together with any accumulated income. 2. The net income from the trust being held for Constantine W. Demetris shall be accumulated until such time as said grandchild attains the age of Thirty-Five (35) years at which time Conatantine W, Demetris shall receive one-half (1/2) of his part together with one-half of the accumulated income. The remaining one-half (1/2) part shall be distributed to Constantine w. Demetris when he reaches the age of Forty (40) together with any accumulated income. 3. In the event either of my grandchildren should die before attaining the age wherein distribution is to be made to that child, his share shall go to his issue or if no issue to the surviving grandchild or his issue. However, if both grandchildren are then dead without issue, the remaining amounts shall be distributed among my surviving children. 4. Aa much of the principal or income as the Trustees in their sole discretion deem advisable shall be paid for that grandchild's health, maintenance or eduction and shall be paid either directly to said grandchild or shall be applied directly for those purposes. In determining this amount the Trustees shall take into consideration any funds available from any other sources. THIRDI ACCELBRATED TBRMINATIONI If the Trustees, in their sole discretion, determine that it is impractical to administer any fund held under this Trust, the Trusteee, without further responsibility, may pay the fund to the person then entitled to receive income therefrom, or, if there is more than one such person, t.o them in such amounts or proportions as the Trustees may think appropriate. If any person is a minor or is, in the Trustee's opinion, disabled by advanced age, illness or other cause, the trusteee may pay any amount distributable to him or her to a parent or guardian of the beneficiary or to any person or organization taking care of the beneficiary or, in the case of a minor, may deposit it in a savings account in the minor's name, payable to him or her at majority as hereinbefore provided for minors in paragraph Second (a). The Trustees shall have no further responsibility as to funds so paid or deposited. FOURTH I PROTBCTIVE PROVISION. No principal shall be assignable by, or available againllt a beneficiary before actual payment to interest in income or to, anyone havinq a claim the beneficiary, FIFTHI ~tI TAXES:, All federal, state, and other deitth taxes because of my death on the insurance proceeds or any other death benefits payable directly to the trustees, or on any other property added to this Trust prior to my death, shall be poJ.d out of th(l principol of the residuary trust, and none of thoae tllxen ohllll bl.! charged against the marital trust or any beneficiary; provided that no property which would be exempt from federal estote tax if. not pftYftblu to my executors or administrators shall be sued to pay allY d61lth tftXell under this Article. Any death taxes on future Interollto llIay 1m paid whenever the Trustees think best. SIXTH: MANAGEMENT PROVISIONS. Trusteeo ehtJll have the following powera in ftddition to those vested in them by law IInd by other provisions of this trust, applicable to all property, principal and income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: a. To retain any or all of the trust, real or personal, without principal of diversification or risk. b. To invest in all formll of property, including stock, common trust funds ond mortgage investment funds whether operated by Truatees or by others, without restriction to inveetments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any, principle of diversification or risk. assets of this regard to any c. To sell at public or private sale, to exchange or to lease for any period of timo, any real or personal property, ~nd to give options for sales, exchanges or leases, for Buch pricee and upon such terms or conditions as they deem proper, d, To allocate receipts princ~pal or income or partly to from time to time think proper discretion. Ilnd each in expenDes to 1I11 'l'rullteee thair sole e. To compromise any claim or controversy, f. To distribute in cash or kind Dr partly i ~ ld Q i" n~ I REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 7 o 6 0 ,)." Ii! \_\,1I'_' \"4tV'.,IJI'll.n * fr' c~ TH P NNSYLVANIA llEPAR'IolEN' Of RrnlNUE DEPf21lO1101 I (LAS ,FI l-'l()tM.OOlE1NlTW\ '1M.......".........,. L LAS MAR Y " ~ :l~,1 ' ",...._.,"_.::-_"=c'.~""'~.. '=='-'=-. ~.u~ 219 ----oi.1t OF BIRTH DA1f:OFOEA1H oocw. SECURITY NLf,eBEfl o 7 / 0 7/1909 1MII RElIlPM lIUlT BE 'UD II OUI'UCATE WIlM mE REGISTER OF WILLS 208-24"803207/07/\99 1,1F APP\.ICAIl.E}SURYMNO$POOSI:8K.U IlAST,FIRST,NfJMlOOlE 1NT\AI.1 SOC1Al. SECURITYtf.M8ER 7 III fJ 1.0IIQ1nalRelllm 02,Supp.menteIRelllm 03,Remak1de'Rltumt...-....'I,'Ul! o Uknilld Estell 0 41, Future In""..t Compromhot.......... ","~~ 0 5, Fedelll Estall! Tex Rellim Requl!Id ~ 6, OecIdent Died T..III1I,,,,,,,,,,."1 0 7, OecIdent Melnlllned I Llvlfl\I TMt _"".IMI! _ &, TOlII Number of SIlIllepoIlt Box.. o 9,UllQllIDnProoeedsR~ 0 10,SPOOSllIPOYIf1YCred~(".__"'II-II""I'lO) 0 1"EleclIOOlOtuundlrSIC.9113(Ai_IclID1 THIS SECTION MUST BE CO PLETED, ALL CORRESPONDENCE AND CONFlDENT....L TAX INFORMAnoN SHOULD BE DIRECTEll TO: ..... EI""'"'''''''''oess WILLIAM C. KOLLAS 805 KIEHL DRIVE ''''''_1'_1 LEMOYNE, PA 17043 mEPl<<lNl! IWlEA 717 731-1600 . .-...~_. -.. , 'Ofl;l'ii.L-0~E- ,)ik'1 " Reel Eltate (SGMdu. A) 11) , 2 5 0 , 0 0 0 .0 0 2, Stocl<und Bonds (SchedU. S) (2) , 4 6 5 , 9 8 2 .0 0 3, CIosI~ Held CO/llOIIIIon,Per1nerahlp or SoIe-Prop....lOl'lhlp (3) 4, ~IQII & No. ReaoNlble (SGMdule 0) (4) I 2 ,1 3 .0 0 5, Cosh, BInI< 0ep0e11s & MIooelilneOU' Pel'lOMl Plllrerty (5) 6 ,7 4 1 .0 0 Z (Schedule E) , : 0 , S 6, Jomlly 0WnId PlllOlrt'f (ScMdule F) (6) ,7 ,9 7 5 ..0 0 I 7, Inllr.VNoe Tllosftrs & MiI(1eIllneous Noo-Probell property , i'-( (7) E (ScMdule G DI L) I. ._._~._-"-' 6, TolIl Oro.. A..... (10111 LIneS 1,7) (6) 1 9 4 1 ,8 2 9 .0 0 i ' , 9, Funerel E.pIIlMI & .dmlnlstnltNe Costs (ScMdule H) (9) 1 7 ~ 9 2 7 b 0 ,. . " 10, 0I0!i of 0ecIden\ MDIIJege Lllblll1Ieo, & Liens (SGMdu.11 (10) 11, Total OtductlOIlI (IllIII LIIlllI 9& 10) (11) 7 9 9 7- 7 .0 0 ,. 12. Nil VII... 01 EIWI (Une 6 minUS Line 111 '112) , 7 6 9 0 2 ,0 0 13, Chlritlbfe end GoYemmenlll BeqUlStslSec 9113 TNSts lot which In elecllOO III till has not_ (13) mlde (Sl:hldule J) 14, NotVIIUllub)oo1te Till (LIne 12rnlnusUne 13) (14) 7 6 9 0 7. 0 0 15, Amoulltof MtII 14t1lllble X (1~) ~I It lhllpousel till rail , , . ,0 See iIIStI\ldIOIlS on IMIM IIdI for eppllceble po_laile 1 16, Amount DI"ne 14IWble 1 7 6 1 , 9 0 2 0 0 0 5 7 1 4 0 0 It 8'1\ 1111 I X ,06 (16) . 17, Amounlol"ne 14t1ll,ble x ,15 111) Itl~'I\1I1I 18, Till Du. (18) 1 0 5 ,7 1 4 0 0 19, LUf nw. aam TESTAMENT g[ tmBI KOT,UQ I, MAkY KOLLAS, of Carlisle, Cumberland County, Pennsylvania, declare t~is to be my Last Will and Testament, hereby revoking all prior Wills and Codicils. nRST: I children, WILLIAM C. survivor thereof, to give all my tangible personal property to my KOLLAS, HELEN KOLLAS and CLARA KANOANIS or to the be allocated between them as they agree. SECOND: I give, bequeath and devise the residue of my estate as follows: My residuary estate after taxes shall be divided into four (4) equal shares: One (1) share shall be for my daughter, CLARA KANGANIS or her issue; One (1) share shall be for my son, WILLIAM C, IOLLAS or his issue; One (1) share shall be for my daughter, HELEN 10P-'8 if she survives me. If she does not survive me, her share shall lapse and be divided among my three (3) remaining shares; and One (1) share shall be for CLARA KANGANIS and WILLIAM C. KOLLAS as Trustees for the benefit of my grandsons, PAUL W. DEMETRIS and CONSTANTINE W. DEMETRIS of Pitman, New Jersey. The shares to Clara Kanganis, William C. Kallas and Helen Kollas I give outright, The share to Clara Kanganis and William C. Kollas as Trustees for the benefit of Paul W. Demetris and Constantine W. Demetria are to be held as a separate trust for the following uses and purposes: a. The One (1) share trust portion shall be divided into two (2) parts. One part shall be held in trust for Paul W. D...tris and the other share shall be held in trust of Constantin. W. D...tria as follows: 1. The net income from the trust being held for Paul W. Demetris shall be accumulated until such time as said grandchild attains the age of Thirty (30) years at which time Paul W. Demetris shall receive one-half (1/2) of his part together with one-half of the accumulated income. The remaining one-half (1/2) part shall be distributed to Paul W. Demetris when he reaches the age of Thirty-Five (35) together with any accumulated income. 2. The net income from the trust being held for Constantine W. Demetrisshall bs accumulated until such time as sald grandchild attains the age of Thirty~Five (35) years at which time Constantine W. Demetris shall receive one-half (1/2) of his part together with one-half of the accumulated income, The remaining one-half (1/2) part shall be distributed to Constantine W. Demetris when he reaches the age of Forty (40) together with any accumulated income. 3. In the event either of my grandchildren shoUld die before attaining the age wherein distribution is to be made to that child, his share shall go to his issue or if no issue to the surviving grandchild or his issue. However, if both grandchildren are then dead without issue, the remaining amounts shall be distributed among my surviving children. 4. As much of the principal or income as the Trustees in their sole discretion deem advisable shall be paid for that gnndchild' s heal th, maintenance or eduction and shall be paid either directly to said grandchild or shall be applied directly for those purposes. In determining this amount the Trustees shall take into consideration any funds available from any other sources. THIRD: ACCELERA~ED ~ERMINA~ION: If the Trustees, in their sole discretion, determine that it is impractical to administer any fund held under this Trust, the Trustees, without further responsibility, may pay the fund to the person then entitled to receive income therefrom, or, if there is more than one such person, to them in such amounts or proportions as the Trustees may think appropriate. If any person is a minor or is, in the Trustee's opinion, disabled by advanced age, illness or other cause, the trustees may pay any amount distributable to him or her to a parent or guardian of the beneficiary or to any person or organization taking care of the beneficiary or, in the case of a minor, may deposit it in a savings account in the minor's name, payable to him or her at majority as hereinbefore provided for minors in paragraph Second (a). The Trustees shall have no further responsibility as to funds so paid or deposited. .. --. -\'" ---~ .- , '. -.~ - '" .~ , pdnc:ipal against a rOURTHI lROTECTIVE i1ROVISION, No shall be assignable by, or available beneficiary before actual payment to interest in income or to, anyone having a claim the beneficiary. rIrTHI DBATH TAXESI All federal, state, and other death taxes because of my daath on the insurance proceeds or any other death benefits payable directli to the trustees, or on any other property added to this Trust pr or to my death, shall be paid out of the principal of the residuary trust, and none of those taxes shall be char~ed against the marital trust or any beneficiary; provided that no property which would be exempt from federal estate tax it not payable to my executors or administrators shall be sued to pay any death taxes undor this Article. Any death taxes on future interests may be paid whenever the Trustees think best. SIXTH: MANAGEMENT PROVISIONS. Trustees shall have the following powers in addition to those vested in them by law and by other provisions of this trust, applicable to all property, principal and incomer including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: a. To retain any or all of the trust, real or personal, without principal of diversification or risk. b. To inves,t in all forms of property, including stock, cornman trust funds and mortgage investment funds whether operated by Trustees or by otheI's, without restriction to lnvestments authorized for pennsylvania fiduciaries, as they deem proper, wlthaut regard to any principle of diversification or risk. assets of this regard to any c. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. d. To allocate receipts principal or income or partly to ,from time to time think proper discretion. and each in expenses to as Trustees their. sole e. To compromise any claim or controversy. f. To distribute in cash or kind or partly . "'-"''" '* CCMMIlNWEAl.'H Of Pl:HNlVLVANlA IIH!IllTAHCE TAl( RE'UMM SCHEDULE A REAL ESTATE IITAT! Of FILE NUMBER KOLLAS, MARY 21970601 All fMIl11'1fl111Y 0WMd 101llV or II IItMtIt In oommon mual be rwpolltd II IIIf IMltlllYlkll, FI.ma~1I VII... it dtfItodllllMl priclltwhlc:tt P/09IftY_1d IlIlldllngod bIlwIIn . VIiIInlI wt-IftClI wilr9...., noiIhIr bIIng 0Dm9I11ed to buy 0I1IIl, bolh hI'IIng IIIlO1llbll knowIIdQI of lite '1Iovlnl la, Rnllll'lpllly wIlloh II JolnlIy__ Villtllighl of ITeM NUMSER 1. VALUE AT DATE OF DIA TH . 250,000 IIOUSE AND LOT- DESCRIPTION 156 BELVEDERE ST CARLISLE, PA 17013 TOTAL (Also enter on line 1, RllCIpllulallon) . 250, 000 (II mo,e IPMels needed, Ineert additional sheets of the some size) ...,......"'~. COIollIOIlWl!AI. TH OF I'INM8YLYAIll. IIHiIllTANCli TAX RE'1olVl SCHEDULE B STOCKS & BONDS fILE NUMRR 21970601 All""'" jollllly-*" "hi of IUrvlvollhlp _111I dloctoud on Soh.1Ilt F. ITEM NUMBER DESCRIPTION " 4869.43 Shal'es- SMI'rH BARNEY MONEY FUNDS CASH POR'I'FOJ.IO CLASS A AND ACCURED DIVIDENDS Of' $ 18.15 UTA'" Of KaLLAS, MARY 2. 15 Shaces- AMERICAN ANNUITY GROUP INC. 3. 40,000 Shaces- CARLISLE cas INC, 4, 100 Shaces- DQE INC. 5. 200 Shaces- PECO ENERGY co. 6. 1200 Shaces- PP&L RESOURCES INC. 7. 200 Shaces- SPRINT CORP. 8. 66 Shaces- 360 COMMUNICATIONS INC. 9. 100 Shaces- U.S. AIRWAYS GRP INC. 10. 800 Shaces- WESTINGHOUSE ELEC'l'RIC CORP. VALUE AT DATE OF DEATH $ 4,888 284 1,412,500 2,916 4,306 23,925 10,388 1,16.7 3,678 1,930 TOTAL (Also enler on line 2, Reclpitulllion) $ 1 , 46 !i , 982 (If more IptClIlI needed, InHlt addltlonlllhelll of !he __ .Ia) . . ..'''''''....~. COMMONWIAllH Ofl'tiNNSYLVANlA IftIiI\1ToINCE TAX ~&TUIlN MSIDENT DEeE NT I TATE OF SCHEDULE D MORTGAGES & NOTES RECEIVABLE KOLLA'H. MARL FILE NUMlIEII ~1970601 AI PIllpeItf JolnllVoGWIIId wIllllhllllht ot 11IIY1w0"hitllllUll be diuloled on "hldull F, ITEM NUMBER 1, OESCRIPTION NOTE RECEIVABLE- YORKTOWN FUNDING INC. UNPAID BALANCE $200,000 PLUS ACCRUED INTEREST AT 7.5% of $11,131 VALUE AT DATE OF DEATH $211,131 [ ' TOTAL (AlSO enter on line 4, RecapltUI.) $ 2 11 , 1 3 1 (K l110Ie Iplells needed, InSlft additional sheets of the Barno size) _..".11.... COMMONWIALTll Of PENNSYLVANIA INNlI\1TANCE TAX MTUAA SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY PTATIOf KOLLAS, MARY FU NUMlEII 219"10601 Inc*Idt '" ~ ol Wgsllon ond fie dalllht ptOCSIdS _1llCIIWId by '" 1StI1I, All pIOpIlly JoInlIVoGWIIId .lhIllIhI of sulYlwo"hitl_ be dlscloHll on IcMduIo F, ITEM VALUE AT OA TE NUMBER DESCRIPTION OF OEA TH " 2. FEDERAL lNCOME TAX REFUND PA INCOME TAX REFUND $ 6,379 362 . . ,'- i . , ,.,f' , ! ,c' t- I' 1-_ '[' .,' TOTAL (Also enter on line 5, RlOIIlitulatlon) $ 6 74 1 11111IOIII soace Is neaded, InSlft eddItlonel sheels 01 the same size) ~ .' I 1lW_.~lI4Pl '* SCHEDULE F JOINTL Y.OWNED PROPERTY COIIMONMAUH Of PlNNIYLVANIA INNliI\1TAHCE TAX ReTUAA IITATI OF KOLLAS, MARY .1Il....._1111dt jolnlWllllld ontytllo'''' ~1C"'nl'l dill of""", . rnusl be...... on lcMduloO. IlURVMNO JOINT TE_(8) NAME _ss . , FU NUMIIR 21970601 805 KIEHL DR. LEMOYNE, PA 17043 A,WILLIAM C. KOLLAS B,CARLA KANGANIS 407 MEADOW DR. CAMP HILL, PA 1701) c, JOINTLy.oWNED PROPERTY: Oo\Te ITIII FOR.IOINT MODE _ TeNONT JOINT DESCRIPTION OF P1IOPt!RTY llIcUIo....ollnn:llllnl_ilndllft__Cl_IdonlIIjIng_,_ doodfCI ./Illl1IIII_, " A, Checklng Account- Farmers Trust Bank Account * 103462 00\TT! 01' DEATH VOLUI! 01' oaseT $ 23,924 ),'- "Of OEcaa INTIRI!ST 33% SON DAUGHTER RELAnONlHlP TO DECEtENT ~Te CiroWii"'"" VOLUI!OI' OEallENT'8INT1R1!BT 7,975 TOTAL (Also enteron line 8, Reclpltullllon) $ 7,975 p-/ '101'-/ BURIAU OF INDIVIDUAL, Tt~.. INHI.ITAMC! TAM OIYISION Il!PT. '''.01 ~ISIUOC. P. 11Ize-S.OI DIPARTMENT O~ ~ay.nua NOTICE Of INHERITANCE TAM AFFRAISE~NT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAM '-" - In.I'~' U '" 4"-." 08-17-1998 KOlLAS 07-07-1997 21 97-0601 CUMBERLAND 101 [- ~ =~_ltted J MAKE CHICK PAVABLE AND REMIT PAVMINT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ 'Riv:iii.'nif"AFP-rO'":i'iY-NOYicr-op-j-tii4iiiiYlNCi-YA'X-A'pjiRA'iiiMiii'r;-;.L'LowlNci-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARV FILE NO. 21 97-0601 ACN 101 DATE 08-17-1998 TAM RETURN IIASI ( I ACCEPTED AS FILED I XI CHANGED SEE ATTACHED NOTICE WIllIAM C KDlLAS 805 KIEHL DR lEMDVNE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN MARV PA 17043 ESTATE OF KDLLAS RESERVATION CONC~RNING FUTURE INTEREST - SEE REVERSE APPRAISID VA~UE OF RETURN BASED ONI ORIGINAL RETURN 1. R..l E.t.t. (Schedul. Al 2. stook. _ Bond. ISohedul. II 5. Clo..ly Hold Stock/F.rtnerohlp Int.r..t (Sohedul. CI 4. Nort,_./Not.. R...SYobl. ISchedul. DI S. C.sh/lonk Depo.lt./Ml.c. F.r.on.l Frop.rty ISchodul. EI 6. JoSntly _ Froperty (Schedul. n 7. Tron.f.r. (Schsdul. 01 8. Tot.l A...t. NOTE I To Inaur. proper ot'R! t to your aooount I .~lt the upp.r portion of this for. ,,1th your tax paYMf't. 220.883.U. 1i465.982.00 .00 211.131.00 6.741.00 7,975.00 .00 181. III (21 (51 (41 (&1 (61 (1)__. 1,912,71L!.!. 191 UDl 179,927.00 APPROVED DEDUCTIONS AND EXEMPTIONS I 9. funeral Expen.../A~. Coate/Hilc. Expen,.. (Schedule H) 10. Debt./Mort.... Llobllltl../LI.n. (Schedul. II 11. Tot.l Doductlon. 12. Hot V.lus of T.. R.turn 15. Choritobl./Go..rnoont.1 I.quo.t.l Non-.l.ot.d 9115 Tru.t. ISchedul. JI 14. Hot V.lus of E.t.t. Subjoct to T.. .Oll.. 1111 1121 U51 U41 170 Q?7 nn 1, 732,785.11 .00 1,732.785.11. If .n ........nt w.. i..u.d pr.viou.1Y, lin.. 14, 15 .nd/or 16, 17 .nd 18 will refl.ct figur.. that includ. the tot.l of ~ r.turn. .......d to d.t.. ASSESSMENT OF TAXI IS. Aoount of Line 14 .t Spou..l r.t. (lSI 16. Aoount of Line 14 t.xobl. .t Llne.l/el... A r.t. (161 17. Aoount of Line 14 t..obl. .t Coll.t.r.l/Cl... B .,.t. 1171 18. FrlnoSp.l T.. Duo TAX CRIIITSI PAYMENT DATE 04-02-1998 NOTE I .00 M .00. 1,732.785.11 M.06. .00 M .15. 1181 .00 103,967.10 .00 103,967.10 RECEIFT NUI1BER AA269913 DISCOUNT I + I INTEREST/FEN PAID (-I ,00 105,714.00 AHOUNT FAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. -.-'- rOTAL DUI 105,714.00 1,746.90CR .00 1,746.90CR . IF FAID AFTER DATE INDICATED. SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN .1, NO FAYMENT IS REquIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" leRI. YOU NAY IE DUE A ~EFUND. SEE REVERSf SIDE OF THIS FORM fOR INSTRUCTIONS.I '/. ~ " ,1 ~ 'd 'Oct:! '~~~'1 n~_% "'~'41: ~~} o.~ ~ W~ \Cl N ~ .\f t! r;: C ~ t:,C. 8j\' !~ '~ ,1 ~" 'l~ ~B , /c5-- Ifjc? - / IURlAU OF INDIVIDUAL TAXES IMHERITOMCE TO. DIVISION Dr.PT. Z....1 HARRlllUR8, PA 17111-"01 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF RIVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' c. II'N"'" M' UI.t11 I', --1(',' Fl, WILLIAM C KOLLAS 805 KIEHL DR LEMOYNE L 09-08-1998 KOLLAS 07-07-1997 21 97-0601 CUMBERLAND 101 AlIOUI'It RMstted '9/1 ,;lJl 23 /;)1:1 'I DATI UTATI OF DATI OF DEATH FILE NUMBER COUNTY ACN MARY (:1,." P^,,:''l\.43 MAKE CHECK PAVAlLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 MOTE. To inoure proper oredit to your eooount. ouo.st the upper portion of thio foro .ith your te. poyeent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifii=il;ii'f"iin;:p-r0'3:97y------iiili;-iNHiiiiTAiici-fAx-sTAiiiiitif-oF'-itccouiii--iitiii---------------- -- - -- ISTATI! OF KOLLAS MARY FILE NO. 21 97-0601 ACN 101 DATE 09-08-1998 THIS STATENENT IS rROVIOED TO ADVISE OF THE CUR~ENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOMN IELOW IS A _RY OF TNE rRINClrAL TAX DUE. ArrLICATlON OF All, rAYHENTS, THE CURRENT IALANCE, AND, IF ArrUCAILE. A PROJECTED INTEIEST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 08-10-1998 PRINCIPAL TAX DUE I ,'" 103.967.10 PAYMENTS (TAX CREDITS), PAYMENT DATE 04-02-1998 08-20-1998 RECEIPT NUMBER AA269913 REFUND DISCOUNT (+) . INTEREST/PEN PAID (-) .00 .00 AMOUNT PAID 105,714.00 1,746.90,- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 103,967.10 .00 .00 .00 . IF rAID AFTER TNIS DATE, SEE REYERSE SIDE FOR CALCULATION DF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN U, NO rAYNENT IS REClUIRED. IF TOTAL DUE IS REFLECTED AS A "C~EDIT" ICR), YDU HAY IE DUE A REFUND. SEE REVERSE SIDE OF THIS FO"" FOR INSTRUCTIONS, I distribution as set forth as Exhibit A; NOW, THEREFORE. KNOW YE, thllt we, WILLIAM C, KOLLAS, CLARA KANGANIS, Ilnd HELEN KOLLAS, being all of the chlldron and PAUL W, DEMETRIS and CONSTANTINE W, DEMETRIS, being grandchildl'lm oft he said decedont and heirs lindeI' the last will and testament of the said decedent, and beillg those persons entitled to inherit lindeI' said last will and testament, do hereby, each of us, acknowledge that we have this day had and received from the aforesaid personal representalives, in full satisfaction and payment of all sum or sums of money, legacies, bequests, and devises as arc given, devised and bequeathed to each of us respectively by lhe said last will and testament, the amounts due us under said last will and testament, which amounts we have received this day, and which amounts arc in the amount set opposite our respective names in the table and schedule of distribution in said statement attached hereto and marked Exhibit A; AND, each of liS does hereby stipulate that in order to avoid the expense and time' involved in the filing of a formal account and schedule of distribution, we each agree that no account is necessary and we do hereby agree that we do consent to distribution being made withqutthe filing of an account and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphans Court Division of the Court of Common I'leas, Cumberland County Branch, THEREFORE, we and each of us do hereby remise, release. quitclaim and forever discharge the said personal representatives, their heirs, executors, und udministralors and ussigns, of and from the said estate and tI'omull aClions, suits, payments, UCl'ounts, I'llckonings, claims, und demands whatsoever for 01' by reason thereo( or for any other use, matter, cause 01' thing whatsoever touching upon the estate of the said decedent, and each of us do flll1htJr hereby t\SSETS 34,000 shares of Carlisle Corporation (basis as of 7/7/97 $35.:1 13 per share) 50 shares of DQE (basis as of 7/7/97 $29, 157 per share) Cash $207,665,00 SCHEDULE OF DISTRIBUTION Shares of CSL Shares of DOE CDsh WILLIAM C, KOLLAS 8,500 12 Yz $51,916,00 CLARA KANGANIS 8,500 12 Yz $51.916.00 HELEN KOLLAS 8,500 12 Yz $51,916,00 PAUL W, DEMETRIS 4,250 61/4 $25,958.00 CONSTANTINE W, DEMETRIS 4,250 6% $25,958,00 EXHIBIT "A" BARBUSH AND HOFFMAN CERTIfiED PUlILlC ACCOUNTANTS IIOt FllRNWOOD AVJINlIS. 2nd FLOOR CAMP IlILL, PENNsYLVANIA \7011 (1I'1l 761.2801 PAX (1I'1l 761.2923 November 6,1998 IlIMtDIllfI rrNNmVANlA INIITMlI ,\ND AMSIlICAIIINITTMI .Of C8T1I'IID MUC ACCllUNTANTI UN,1lo1_ w.....lAIIUSIl.c'^ Do\VIO" \lllfIIMAN, Oil Internal Revenue Service Center Philadelphia, P A 19255 RE: Form 706, Mary Kollas 208-24.8031W (C(Q)r?Y Dear IRS: You will ftnd encloled lllupplementary copy of Form 706 for the above referenced decedent. The rellon for tbe lupplementary returD is becaule of the oventatement latbe valuatioa of the decedent'l penonal residence and tbe undentatement of the value ofDQE, Inc. Itock on the oriatnal return. The penonal resideace was oriataal1y valued on Scbedule A of Form 706 at $250,000, tbe leUlaI price wblle tbe houle was on the market. The bOUle "lVa then lold for $240,000 lelllettlement COlts for a aet valae of $220,883. See encloled settlement Ibeet and .'IVlsed Schedule A. The Dumber of sham of DQE, Ine. Schedule 8 WII uadentated by 50 sbare. on the oriataal returD. The date of deatb value for the Itock Ihould bave been $4,374, aa iacrease of $1,458. AI a result of the revaluation of tbe bOUle and tbe iacrease ia value of tbe ItoCk, the total . IP'OII estate on the or!giaal Form 706 decrealel from $1,957,778 to $1,930,119. This decrease relultsla a~10,457 reductioa la the federal eltate tu. Also, you wiD ftnd eacloled a copy oftbe lateraal Reveaue Service Eltate Tu Closlal letter from Barbara Funk tbat details the net eltate tax oa tbe origiaal return. This closlaa letter sbould be corrected to reOect tbe cbanle ia real estate value and stock value asltated above. A telephone convenation wltb Pa.IMelure oltbe laternal revenue Service . indicated tbat the processlal of tbls refund will take between lix to elgbt weelea. Please let me bow if any furtber laformation Is needed to aslure tbls expected taraet period. Thank you kindly for your attentioa to this matter. Slacerely, ~;~ Samuel M. Barbulb Certified Public Accouatant .' SUPPLEMENTARY INFORMATION United Stltee eltete (Ind Generation-Skipping Tranefar) Tax Return a'lI11 of . ._n or IIl1ld1nl of Ill. Unlllcl ...... (_ ......... In.......-.I. Tel be o.....~....t .h. f"...,V "I" for _1dIn1l d\'lno _ ~ I, 1110. !'or p.....-tc RICIuoIIon ""I Nolle', InM'ft,1 "'Y'nuI 1.,..,101 . ... 1 of the InltrUOtlon.. 11 O,e. clint'. flt.t "tin 'net ",Idel" 1"1'lallIllO I'lllid,,, "If", Ir an~1 1 b Olu.'nt'....' ".~. 2 Decedent. 100. 110. no. Af'.;"t..ld,nCI\lIIlll1lcIJir.rrn;iiOf...'hlllololn,.,; 1,11I O~., '11I0 32 II' ud'I or ,,,.1,,, l!.o"""YI ..tab "'h.eI Part I. -. oUldlnt IIIcI IxIClUIor Part It. -- Ta Com- puIIIIan " Fonn 706 (Rev, 11111111881) OMI No, 15045-0011 ~ KOLLAS I..awlo,', lIeIIIIIG,,,itv ""nib" (... p.,.l., th.ln'''lultlf.ul,' fib e..eutor'e Idd""I,,",..., Md....' lnolltdlltg.,lI1m,n' or ....It.Il.. It nUll ,."tel olty, tawn, 0' put offlol; .tA..; an" ZIP nd.) ...... ,f ...eu'" I'" ;tIp J.f th.ln.truGUe".' _::.lQJ; 8 805 KIEHL DRIVE LEMOYN PA 17043 PiliP COUN Y COU THOUSE. CAIU,ISLE. I "chlcld,n' dll" ,.tl.I., chuk hi" ,~ ,nd aUlch. altllfl,,. copy of tho will. io If Sohtdule n.11'I\tI,hod, ch.c'" h.r., , .. 1 TOIII g,oll ..1110 (from Pili 5, RlCapltul.lIon, page 3, hem 101, , , , , , , , , , , , , , , , , , , , 2 Tolll allow.bll deduC1Iono (from Pili 5, RlCapllul.lIon, PI>l' 3, hem 20), , , , , , , , , , , , , , , , , , , , , , , , 3 T...blllll.te (lUbfrlOt 111112 from 111111) , , , , , , , , , ' , , , , , , , , , , , , , , , , , , , , , , , , , , . , , , , , , , ,. , 4 Adlu_I...bll glfll (Iolall..lble gllll (wtlhln the mllIllng ot IICtIon 2103) made by the decedenl IIltw Dee, 31, 191e, o!h"lhlll glflllhol...lncludlbl.ln dlCedOnrl grollll101. (IICtIon 2001(b))) , , , II Add Iln.. 3 IIld 4 , , " " , , , , " " " , , , " " " " , " " " " " " , " , " " ," " , " , , , " , " " II T.ntlUve IIlC on the emounl on IIn. 5 from T.blll A on Pille 10 ot the InlfrUC1Ions, , , , , , , , . , , . , . , , , 7. It 11111 5 'XCeedl SI0,000,000, ent.. _ ot line 5 or S21,00l0,000, It line 5 /I SI0,000,000 or I...., .klp 11_ 1. & 1b & enter -0- on line 10, L!!l_ b SubfrlOt S10,000,000 from line 1., , , , , , , , , , , , , , , , , , , , , , , , , , , " ~ C Entel5% (,05) 011l11l7b , , , , , , , , , , , , , , , , , " , " , , , , , , , , , , , , , , , , , . , , , " , , , , , , , , . . , , , " , II Tolllllnlallve t.. (.dd 11111I e IIld 70) , , , , , , , , , , , , , , , , , , , , , " , , , , , , , , " , , , , , , , , , , , , , , " , o TOIII gift IIlC paylble wtlh ,eeplOt 10 glfll mlde by the decedenl.ttor llI<'.en,bll' 31,1916. Include gift 1IlC.. plid by the decedonr.apOUH 'or IUch 1ll0UII'. .h..e 01 aplh glfll (IICtIon 2513) only It the dec6denl Wit the dono, ot _ glfllllld they lie Includible In the dec8denr. gIOlI _ (_1111I.) 1D arolllllllllllC (lUbfrlCt 111119 from 111118) , , , , , " , , , , , , , , , , , , , , . , , , , , " , , , , , . , , . . . , . , , , , 11 MlXimumunIftedOl"hllllln01_IIx"""""".."""", 11 192 BOO 12 AdJuetmenllO unlflod otedll. (Thll IdJullmenl may nol exceed se,ooo, See page 1 01 the InOlruC1loIll,), , , , , , , , , , , , , , , , , , , , , , , , , ,.. , , , 12 13 Allow.bl. unlfted OIedh (subfrlOt line 12 from line 11),., " " ""'" ,.,.."""".... ,.,.:'", 14 SubfrlCt 1111113 from 11111 10 (but do noUnter 1eIO!h1ll Zll'O) """. , . , , , , , " , , , , , . . . , , .. , " , 111 Cledh lor atlle deoth ,...., Do nolentel more thlllllne 14, FIgure lhe OIedh by uling the 1I'IlO1Inl on 11111 31en SSO,ooo, See Tobie I In the In8\ll101l0n. Ind _h C,"1t .vldenca (_lnOlruC1loIll), , " , 18 SubfrlOt line 15 from line 14 , , , , , , , , , , , , , , , , , , , , , , , , , , , , " , , , . , , , , ,.. , , , , , , , , , . , , , , , " 17 Cledh lor Fed, gift 1Ix.. on pre-1971 glflll...,.ollll.....~ ,,~pu"","I, 17 18 CI"h lor foreign d.llh 1....II..~ B.h.dulo('IP).IA....h F"~I.I'O'.C.,), , 18 10 CI"h 10, IIlC on prior frlllofenl (from Sohedule Q) " " . , " " " " " 10 20 Tolll (add IInlll1, 11, IIld 19)"" " , , """"""." , '" " " " ,.""""" , .,.", "" 21 HellIl.te IIlC (lUbtrlCt line 20 from 11111 18) , , , , , , , , , , , , , , , , , , , , , , . , , , , , , , , , , , , , . , , , , . , , , , 22 GlI1II.tIon-lklpplng lI'Onalelt.... (from Schedule R, Pili 2, line 10) , , , , , , , , , , , , , , , , . , , , , , , , , , 23 Sec1lon 48/1OA Increued IIlIllIllC (from Schedule S, Pili I, line 11) (III page 20 01 the InOlruC1lonl) , 24 Tolll trlll1lfll' 1ox.1 (add 11111I21, 22.lIld 23)""", " " "'" , , " " . " '''''''''' ,. ,.'..... 2lI Prior p.ymanll, Expllin In .n .ftoohed _nt, . , , , , , , , , , , , , , , , 2lI 2lI Unhed Stotee Treosury bond. redeemed In plymanl ot IIIlle Ill)( , , , , 2lI ~ TOlli (.dd Iln.. 25 IIld 21) , , , . , , , , , , , , , , , , , , , , , , , , , , , , , , , . , , , , , , , , , , , , , , , , , . , , , , , , , , , 28 llilllOe du. or ov I nt IUbfrlClllne 21 from 11111 24) , , , , , , , , , , , , , .. , , , , , , , , , . . . , , , .. , 28 Undor po"alU.. of ,"J'flV, I doclar. thai I ha.,. ..,,,,I"ld thll 'Iturn, lnckrdlnglccolllpanyh,,, .chld,,'" and .Llt.I'll''''', and t. the b..t of illY kn.wltdll...d ,.lIef, elf"'" and eo",pltll, Plelatatlon.f pr.par., other than thl ..."uto, It bUld on ,lIlnIOlI'll,tlo" of ~hlell prop"" hu ony IIn,wlld",. SlgnllUre(.) ot eX8<lUlOr(o) 4.~~/~ SlgnllUre ot prep.... o\h"lh.n eXoculor eM 77081 7088 NfF ..., 1104 Fernwood Avenue Camp Hill. PA 17011 Addl_ (and ZIP code) 7b Cu. nllll'" o 179.927. 1, 750.192. 4 5 II 1 750 668,386. 70 II 6 o 10 668 6 13 14 475.586. 15 111 ]93.972. 7 "tNe, o.te 11./09/98 Dill SUPPLEMENTARY INFORMATION Ponn 7OI1Rev, 4-87) I!atlIte of: MARY KOLLAS Part 3. -- EleoUono by IIle executor ....... ohtck th. 'V.I' or 'No' box 101 IlCh que.lIon, (IHln.trucllon. blglnnlnll on pogi 3.) V.. No 1 Do you llect .hemote vliUotJon7 ........"..""..,...."",......""",.....,....,..,',..,..,..,",.... 2 Do you Ilect opeclll UII vllu.tlon? "," , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , " " "'VII,' you mull complelO Ind gUlCh Schedule A-I. .3 Do you eleClto p,y the lUll In Inlllllmlnllll dIIcIIbed In oaotlon e166? , , , , , , , , .. , , , , , , , , , , , , , , , , , "'VII" u mUII.nooh the .ddlUonlllnfonnotJon deec,lbed on 50' the Inotructionl, Do you eIeCl to pOllpone the pili ot IIle lUll ottrtbutoble to I reVllllontry or recnllndtll 6163? ,....,,,,......,,,,,,....,..,..,..,..,......,",..,....,"',..,.... . __ GeOllollnfonnltlon (Naill P1e_ lUlCh thtt -IIY IUpplomentll documenll, V mull (S..lnotruotlono beginning on Pllll e,) ~=A:~~~~":'::3'~U~~-: ~=':~r~n~":~~1 · no'l."n beh.ll 011l1e 0Il'1I 'Otu,n P';lIed by .: :g,ney. IlCCOlInlInl, :- enrolled nt for lhe execulor: Nome 01 ,opr_ntollve (prlnl or type) SlllI Addt_ (oombel', nOll. Ind ,oom OIIIl!le no" dIy. -. end ZIP oode) SAMUEL M. BARBUSH PA 1104 FERNWOOD AVENUE, CAMP HILL, PA I deoIore thlll om the .uorneyl i:~W~11 onrolled ogentlyou mull check the oppllcoble box) foIlhIlJlICUtor end prep.ed IhII fIlUm lot the Illocutor, I om not undOlouopen81on 0' dllbormenl tom p'_ befo.. the IRS Ind 8/Il qullltled to ,1CttCe In the _.hoWn 11Io.., Slgnlllllre ON' numbOl Dote Ttllphone numbll 26 0 7 7 7 Deelh CIIlltIcote numbOllnd Iotulng outhorUy (oUlCh I copy 01 the deoth CIIlltIcote 10 thll retum), 4429732 COMM. OF PA DEPT. OF HEALTH PRICILLA REIMER LOCAL REGISTRAR 2 o-cIInr. bu.n, or occupotJon, "rlliled, check hoIe~ I8l end .WI decedent'. formll' bu.l.- 01 occupotJon. RE3TAURANT BUSINESS 3 M.... IlAlU' 01 tho decodent .1 tlme of dollh: DMorrled ~ Wkjow or widower.... N...., SSN, and date 0' .,..th of d.q....d .pOIl..... CHARI",ES KOLLAS 171-28-6899, 03/07/79 Single Legllly eop..1ed Otvorced .... Oat. dlvorc. d.e,.. b.ll&llI' fln.1 iii' NON~rvMng opou.... nlll\O 4 Soclll eecurUy numbel 1..0- Nnount.-MKlI'.. ......, th........"...1 Indlvldullo (othol thin eurvlvlng opOUII), trullll. or 011101 HIll.. who ,or.otve benellll tom the _ldo notlnctude ohortllble benIIIcI_ Ihown In Sohedule 0) (_lnII.), Fo, "'Iv hft. Notice pllelble to Indlvldull bonoftcl_ on ), _ the InllNotlone lot Fonn 1040. Nome ot Indlvtdull. trull. or ell.1I ,eceMng $5,000 or more lden numbel' AoI11lon8hlp to decedent Amount (_1nIt. CLARA KANGANIS 168-24-3665 DAUGHTER 437, 48. GRANDSON 437,548. 437,548. 218,774 . 218,774. WILLIAM KOLLAS HELEN KOLLAS PAUL W. DEMETRIS CONSTANTINE W. DEMETRIS 172-24-8568 SON 168-26-5255 DAUGHTER GRANDSON ~un_.lnoblebonollcl..1e8 andlhoeowho,ecolvelo8lthan$5ooo""",.""".."."",.."""",. ~ TnIal """"",."""""""..""""""".."",.""""""""";,,,,"""""""'" (oonUooed ~n next p.go) eM 77082 NTF ..i. Fonn 'lOll (Rav, 4-87) Part 4. -- aanetlllnlormaUun (conUnued) ....... olMok tha 'VOI' Of 'No' boll ,.. _h UMtlon. V.. ~_ Do..lho lJI'OR OIlate eontlln MY _n 2044 proparly (qulllllod ",,",Inablo Intotoel Prllpll1y (onp) from I prior gift or .ta.) (IN Pllll 8 ot lho InotlUcttone)? , , , .. , .. .. , , , , .. , , .. , , , , , , , , , , , .. .. .. , .. , .. , .. .. , .. .. .. , , , , , .. .. .. .. 71 Ha.. F.aI gHll.. ralurn..... b..n tiled? """""""""""""""",....,.,.,.""""""",..", II 'V.... plo_ anoch cop," ollila raluma, II IVllllblo, and -'rnlah lho followtng Inlotmatlon: 7b Pariod(l) oo...ed' C Intlllnll Rovenoa Ottlce(l) whete ftlad SUPPLEMENTARY INFORMATION ,208-24-8032 If 011_ 'v..' to an 01 "lllona 1-1', rOll mull ~ addlllonal Inlomtatlon .. dlllCllbed In llelnab'uollOna. W.. thllIe In Ineullnca on I"" decadenl'l life thllll nollncluded on the ralum u 1ft ot Old the daoldenl own In IneurlMO on I"" life 01 IIlOlhllIlhallo nollneluded In lhe Old the daoedont ellhe lime ot dolth own all'f p,oParly U llolntllJnont with right 01 III ot lie olhllllolnllenlnlC wu IOnMKlne Olhlllthon the decadenh spou.., ond (b) 10M Ih prop 10 Included on the rllUm U plIr1 ot U.. O'OR 0Il1"'? It "V.... vou mull eo IelO ond IftlCh Schlldule E """"""""'" X 10 Old the daoedenl, Illhe IImto 01 delth, own Inr In_In a plIlnllIIhlp or unlncorporllad buol.- or anv _ In on InIClMl or elollllv IIIId co'porlllon? , , , .. , , , , , , , , , , , , , .. , , , , , , , , , , , , , , , , , , , , , , , , , , .. , .. , , , , , .. , , , . , , , , , , , . , .. .. , , X 11 Old the daoedenl meke anr Irln. deectlbad In IOOIIon 2tJ35, 2038, 2037,0' 2038 (_lIla IllI1nlolone for Sohedule a beginning on plge 11 ollhe ~ll'lte Inllrllcdone)? II "V.... rou mull eomplelO ond I!IICh Schedule a . , , , , , , . , , , . , .. , , , 1:1 Were lhete In IXlIlenee lithe lime ot the daoldent'o dolth: I AnrlNllI Cleltod br Ihe decedent during hlo 0' hoIllfellme? '" "" '" """""'''''''' "".""", . , , , ,...." b lNllI nol aelled br the decedenl undOl whloh the decedenl pO--.cl anv 0_. bena1lclall__ OIlN_hlp? , , , Old the d.~d.nt.y., po....., .,.,el.l, or f'.'" 'nv ,,"'ral ptWI,.f .".I"tlllltl11I' ......,.VOU IIlIlItClOI'II'"'' Md .ttach 8Qh.dule H .,...... W.. m..hll deduction oomputed undllllrenalllonll rule 01 Publlo Law 87-34, 110, 403 (oX3)IEc".NIo A...,.ry r.;;;:;:. "")? , It 'Y.... I!IICh . IIp..ele eompulallon 01 I"" mll'hll deducUon, en"" the lIIIlOUnt on Ilam 18 01 the Reoepllullllon, ond note on ..... 11 'co utallon anached,' W.. the decadent, Immedlalely btfont death, ,eceMng on onnuttv deacttbed In the 'GenllIoI' PlI'lllJI'lph 0' the Inslruolona for Schedule I? It 'V.... roll mUI! eomplete ond InlCh Soheclule I " , , , , , .. , , , , , , , , ...., , , , , , .. , , .. , , , , , . .. , , .... X 18 DId lie decedtnl have a 10111 'IX",,", retiremont accumulation' (u deflned In _n 4880A(d)) In quallllod ..;;plover plane end Indlvldull retltemenl plane? ~ "Vee" rou mull complelO ond I!IICh Schedulo S. , , , , , , , , , , , , , , , , , , , , , , , . , , . , . , , . , X Part 5. -- RacspllulaUOn Ilam no, Groal 0Il11e Alletnltll value Value. dltll 01 daaIh Schedule A -- Rell Eatlle , , .. , , , , , , , , , , , , , , .. , , , , . , , , , , , , , , , , , , , , , , , , , 2 ' Schedule B -- Stocka and Bonde """,..""".."""""",..""", 3 Schedulo C -- Mortoao.a, Noto., Ind Coah "",.."""""""",.""" 4 Schedule 0 -- Inoureneo on the Decedenl'l life (altllCh Fonn(e) 712) , , , , , , , , , , , , II Schedule E -- JolnUr Owned Proparly (aftach Fonn(.) 712 lor life lneuranca) , , , , , , 8 Schadule F -- Olhlll Mloeelloneoul Proparly (l!IICh FOIll1(I) 712 lot life lneu,anca) , 7 Schedule G -- Tron.t... Durlno Dacedenra life (onach Fonn(e) 712 lot life lneurance) 8 Sohedule H -- Pow... ot AppolnllMnl ""..,...""""",.""."""" II Sohedulo I ow Annuhlea ',..,......"..,.."....,.."..,..",........" Total groRlIl1lte (edd homa I UvouOh 8), Enllll hole ond on line 1 ot the T.. Com utlllon...."",..,..,....""........,............,......,.... 220 883. 1 467 440. 217.872. O. 23 924. O. 0: Ilam no, DeducUonl Amount 1 9 927. 12 13 14 111 18 17 18 111 Schedulo J -- Fun..aJ Expen... and Expen...lncurred In AdmlnllllltnO Proparly Sub/lCllll Claln'1I , , , . , , , , SchadUIe K -- Deb.. ollho Decadanl """"",..,""""'""""""""..,.."""""", Schedulo K -- MortOloe..nd IJans """""""",'"""""""""",......,..,."".." Total ot IIomI l11hrouoh 13 , , .. .. , , , , , , , , , , , , , , , , , , , , , , , , , , , , ' , , , , , , , , , , , , .... , , , , , . , , , , ,.. , Allowable amount 01 dedueUlna tom h.... 14 (_ the Inllrllolonllo, Item 15 ot the Racsplblllllon) "",.". Sohedule L -- Nel Louea During Admlnlllratlon "'''''''''' , , , , , , , , , , , , , , , , , , , ,.., , , , , . , . , , , , , , , SohadUIe L -- Expen..a Ineurrad In Admln_ng Proparly NOI Sub/lCl to C1UnI , , , , , , , , , , , , , , , , , , , , , , , Sohedule 101 .. Bequeate, oto" to Surviving Spou.. .. , , , , , , , , , , , , , , , , , , , , , , , , , , , , .. .. , . , , , , , , , , , , , Sohedule 0 -- Chllhable PUbllo, Ind SImNIl' alftund Be _""""""""""..""""""" 179 27. 179 20 TOllllllowable dedueUons add hame 1511110u h 18, Enllll hllle ond on line 2 ot tile T.. Co u"lIon",... IgI eM 77083 NTF .... IatlIte of: MARY KOLLAS SCHEDULE B - Stockllnd Bond. (For Jointly owMd Pnlpllly 1Il11 mull b<I dlocloMd on ScIMldu~ E, _the ~CIlonl loI8chldule Eo) 11Im ~llon Indudlng floe ImOUrn 01 bondl or no, 01 Ih_ & pIt UnIl Vllul AillmMl NlemMl Vllul numbll Vllul whIIl rlIIdId IoIldenl1tlclllon, ClIve O-dIgll CUSIP numblf, vlludon d* 4,8 9.43 SHARES OF SMITH BARNEY .00 MONEY FUNDS CASH PORTFOLIO CL. A AND ACCRUED DIVIDENDS OF 18.75 VIluI . c!* of dNIh 4, II. 2 15 SHARES - AMERICAN ANNUITY 8.938 GROUP INC. 3 40,000 SHARES - CARLISLE COS INC 5.313 4 150 SHARES OF DQE, INC. 9.157 4,374. 5 200 SHARES PECO ENERGY CO. 1.532 4,306. 6 1200 SHARES PP & L RESOURCES INC. 9.938 23,925. 7 200 SHARES SPRINT CORP 1. 938 10,388. 8 66 SHARES 360 COMMUNICATIONS INC. 7.688 1,167. 9 100 SHARES US A:!:RWAYS GRP INC. 6.782 3,678. 10 800 SHARES WESTINGHOUSE 4.123 1,930. ELECTRIC CORP. TotIl 110m contlnulllon IOheduloll (OIlddltlonll 1'-) _hod to 1Il1o IClhedulo ",.,."".,. TOTAL. AlIo_onPIfI5 RIo Ilullllon 3 II kIm 2. "",,",",,"," """" (" 11IOII",1CI1o rlIIdId, _h the conanuIlIon IClhedulo from the Ifld 0' 1Il1l plOkllll OIl1ddMlonlll'- 01 the_m.) (lllIInIeuCllonl III Schedulo B "I In the 1Ip"ltlInI1lllCllonl,) SChedule B - PlIliIe 12 ColA 770811 NT' "02 Intlmlll Revenue service Center MId.Atlantlc Region . \ Department of the Trea8ury DO-23/JG ... a:t t g 1198 ...... ofl MMY K<:lLLr.S DUldlnt'eloCllll1loUll\Y Mum8Ien 208~24-8032W . DII\e oIl111lh: JUIIY 7, 1997 ...... to eon.- BARBARA FUNK ContIGl Tslsp,*- NumlIIn (21!)) S16. 3946 po WILLIAM C. . KOLLAS 805 KIEHL DR. LEMOYNE, PA 17043 - ...... T.. CIoMlILIIW CTlIlIIII not . ... tor ... "I Our o08Putatlon at the r.deral tas 11abl1lty tor the above .state ls eho~ below. It do.s not lnolude any lnt.r.st or late paym.nt penaltl.s that may be oharled. but oth.r penaltl.s bav. b.en oonsld,r.d In the oo~utatloD. You should k..p . oopy at thls l.tt.r as a p.raaoeDt r.oord b.oaua. your attorn.y asy ne.d lt to olos. the probate prooe.d1aaB tor the ..tat8. Thls lett.r ls .vld'DU' that the rederal tax r.turn tor the .atat. bal .1ther b..n aoo.pt.d as tl1.d, or baa b.en aoo.pt.d att.r an adJust.'Dt that you alr..d to. Thls 1. Dot a to~l oloslnl .Ir....nt uhd.r s.otlon 7121 at the Internal R.venu. Cod.. W. wl11 Dot reop.n thls oas., how.ver, unl.ss R.v.nu. proo.dur. 94-68, r.produo.d OR the baok ut thls l.tt.r, appll.s. It you bav. any questloDS about thl. letter. please write or oall the p.rson whos, n... and t.lephonl nuab.r are shown at the top at thls letter. It you wrlt. to us wlth questlons about thls letter, plea.e provlde your telephoDe nuaber and the .ost oonveDl'Dt tl.. tor u. to uall it .e D..d addltlonal lntormation. Please attaoh thls l.tter to any oorr.spond.Dol to help us ld.ntlty your oase, Ke.p the oOPY tor your reoordS. Thank you tor your ooop.ratlon. IDolO.ur.1 COpy at thls l.tter Tentatlv. tax .................................,..........,...:.~... S 680,833.00 L...: Aggregale gift tax.. payable (lor gtftl madeafler 12-31-78) ..........., S :-on Unlfttd credit ......... I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S l~4t:,t:IUU. CI'edlt tor Stall death tax.. ............................... S llJ, tlU~ ~ Credlt tor Federal gItt tax.. (on gift. prior to H-77) . . . . . . . . . . . . . . . . . S ~~ Credit tor foreign death,taxe. .............................. S - Crd tor tax on prior tran.ter. ......,...................... S ~o- Total.ublractlon. ,............................,.....,.......,...... S 276.J05.00 N.t ..tat. tax .......,................................."......... S 404.428.00 P.n.llie..lt any .",.......,.,...,.,........,...,."..,"',........ S -0- 10'''' Letter 827(SC) (Aev. &-18) P.O. 801331. Ben~l.m, PA 11020 .). SBTTLEMENT'STATEMENT , At . . .' U.I, OlPAITMENl Of HOUIIHO 4- "If I AHD IM.AN OE~lLoPllI!Nl OHI NO. 2'02'026' " .. "PI 0' LOAN " , " 1. II 'IIA 2. J. I I eoov. Unl.. 6. fiLE MUNlII II "'HA j1- LOAN MUNIER . ,I. IIOlITOAOE INI CAli ~ ' , .. II VA ,. I I Conv. lno. vuml.AUCl 0000984601 C. NOU.lht. fo,. I. furnl.hld 10 .Ive vou . .w;.."cof .CIUlI 1t11l_1 COIl., MolIlII plld 10 Ind bv Ih. "'11_1 _I ' .r. .hown. II... ..rkld "IPOel. Wlr. plld outsIde tho clOllnt/ th.y.re .ho.." her. for Info,...IIOIllII purpo... Ind .r. nol Inchldtd In Ih. 101.... '.0 10'96 C4/VIIKLlI.AUQI . , ,. IIAlII AIIII ADD...I 0' IlOllIOWlI I. NAIll AIlO AOOIIII 0' IILLER , . .IIlO ADOIUI 0' L1IlOER , . lh.. L. V'rkl.r end WIIII..'c. koll.. ..lCutor H.llonol Clly Norl.... Co. - " IUI." .. Vlrkl'r CI.r. k'nlonl. I..eutrl. J2J2 H.....rk orlv. 10lrt. 4, loa 191 HI"'.burg, OM ."42 " " Lynchbur., VA ,.'OJ , o. PIOflIIlr LOCATION N. IEllLEHEHl AOENl \ I. IETlLIMlHl DAlE 156 IIlv"r. IIr..t "r.t H.rrl.bur. I.rvlc. eorp. ~ ;::::: 2)V-14' Corll.l., PA 170'J " - ,". Cuoborl.nd County, PA PLACI 0' IETlLEHrHl (~~ , 12' Locust Ilr..1 Horrllbur., PA 17101'1m J. IUllAIY Of IORIOWII'I TRANlAel/OII k. IUHMAIY 0' IELLEI'I TIANIAeTIOII ' '. ~ GlOII AIIOUIlT DUll fROII IlOllIOWlI 240;000.00 400. 01011 AMOUNT OUE 10 IELLEI 01. ConlrlCl 1.1.. Prle. 401. eontr.el 1.1.. Prlc. 240,000.00 101. P...wl Prcpo!.!!.. 402. P.rlonol Proporty .' , ' . OJ. 1I111_1 Chor... 10 lorr_r lIno14oo --!!J647 ~'I 40J. 104. 404. 105. 405. Ad/USI_I. for h_ "",Id bv 1.lIer In tdvonc. Ad/Utt_l. fur II... plld bv S.II.r In tdvonc. If 06. .chool I.... 10 406. Ichool T.... to 107. Counly I.... 01'04-9. 1001'01." 590.73 407. c....ly IIU' 0.-04-9. to 01'01-" '90.71 101. A....OIInI. 401. A.......nu -- 10 10 -4~ t09. 409. - .110. 410. 111. , 411. m. -- 412. i,' 120. GlOII NIOUIlT DUE flOllIORIOWII 259,2Jft.Jl 420. OIOSS AMOUNl DUE TO SELLER 240,590.73' 200. AIIllJHII PAID .1 OR IN IEHAL' Of IORlowel 500. IEDUl:l/OIII IH AHOUIlT DUE TO IELLeR 201. D."..II or .orno'l """"y ',000.00 501. E.C.II D,poIII (I.. In.lrUGllo",) " . 20Z' Prlnc'pIIl -"1 of NOll Lo.n('1 220,200.00 502. 1011l_nl C~.r... to So II or llno14DO 19,401.65 20J. E.I.I.", Loon(.) T.ken Subj.el 10 50J. EM'"I", LO.... Token Iwj..1 10 104. '04. P.yof' of flr.1 ..rl.... loon 205. '05. P.yoff 01 ..cord IIIOrl.... loon ~ '06. 207. 507. (Dij;Oill d..bumd .. proc.tdo) 2011. . '01. 209. 509. AdjUlI_I. for II... ...,.Id Irt 1.11.. AdJult_l. for 11010 unpaId bv 1.11.. 210. 'ehool I.... 07-0"'. 10 01-04-" 291.97 ',0. Ichool I.... 07-01-9. 10 01'04-91 291.97 211. Counly I.... to sil. eOlllty II... , 10 - 212. A...._I. to ',2. A.........I. 10 51J. - 21J. 1M. 514. I". 51'. 216. 516. 117. . ',7. - ". 51.. 219. 519. , izo. TOTAL PAID ."'OR IORlowel 225,491.97 520. lOTAL IEOUCllOll AHOOHl DUE SELLea 19,707.62:' JOQ. CA.H AT IEllL!HI!NT flOIIIIO .ORloweE 600. r._IH AT '!TTLEMENl, lO/'IOM EELLSI J01'. Oro.. MI DUI fr.. .orr..,.. (It no 120) 259,"I.J' 601. Groll MolIlI DUI to 1.11.. (lfno 420) 240,590." J02. L," MI P.ld t>v/for .or._r (It no 220) ( 225,491.97) 602. Lo.. IlCNc:llono Duo I.llor (IIno 520) ( 19,707.621 1OJ, C_'H [XI flOM [ I TO 8ORROWI!R 33,739.3. 603. CASH IXI TO ,II fROM IELLER 220,111.11 : lhi undIrolanodh.rrbr ~r;lada' ';;170' .l'lod copy 01 pi,,' 1&2 01 thl. 'l~I_ln .U.....nt. rofor.1d 10 hor'lft,. ' .... 1. ~ ..J~.A. ~ ,.d J~ : ' IOREME IEml 1111 II " : Ii' L. Vir:! Ii,' v IillC. ko ., ," ... i ~Jt" 0 ~' , tiLLER (\ .if '" II .J "^- ~tu..~ ICllIMI ....... I. Vlrklor Cler. kll18onl. , , ; '. " , "... . ',. ItOIH (3'16) IIIPA, HI 4JOS;':' . . ' , .' , . , ..'" , " .;" " . . ''''.... " , , .",' '. " ", " " " . " ... IEITLEMENr IrATEMENT PAGE Z . L. UTUlMElr C"A.OII 700. rotll I.l../Irok.r. C....I..lona I..ad on Prl.. S 240.ooo;00......:DOii01 . 14.400.00 PAID ,.~ PAID '.011 Dlvl.ton 01 C....I..lon (It no 7(0) .. 1011_. lOIl.owe.'1 IELLII'I 701. I 7,Z25.00 to JlClk GlUlIhlllh.ltor. 'UIlOI Al 'UIlO' AT 1llZ. . 7,175.00,to Coldwell .Ink.r ".....1. I.rvl... - IETTLEMENT ImU".T 70S. C....I..ton P.ld .t '.ttl..-nt 14,400. Ii . 'IIN' PAYAILI 'N CONNICTIOII WIT" LOAN , I. Loan Orl.lnotfon 'H I.IISO . to "r.t Unltad Nort.... I.rvl... Z.477.25 ,fal. Loan DI....,t 1.??oo . to N.tlonal City Nort.... Co. Z.ZOZ.OO 'IOS. T." '.rvl.. 'H to N.tlonal CIty Nor..... Co. 77.00 -- 104. Adolnl.tr.tlon ,.. to N.tlonsl City Nort.... Co. '90.00 : 805.D_t 'raparatlon 'H - "r.t Unltad Nort.... I.rvl... ,---: to 15D.OO lOll. "oed 'H to 'I..t Unltad "Ol't.." I.rvl... 24.50 . - 'Ir.t Unltad Hort....-..rViCil" , 107. O\/Irnllht Noll ,.. to 29.00 ,I 101. Appral..1 'H 10 N.tlonal elty Horl.... Co. POC: 1275. 00b : 809. Cradlt .aport 'H 10 N.tlonal Clly Hort.... Co. POC: S60.00b _""\ :;;;;: ('J 110. - I , 1\ ~ III. - , .....,\ ~. , '900. 111M ..CIlII.ED IY UNDII ro II PAID IN ADVANel I tol. Int..aU Ir. 01'04-91 to 09'G'-91 II 59.Z1oooo/day(ZI day. 6.500D'>> - ',097.18 I' toZ. Norl..... lnaurane. Pr..11II lor _tho 10 NOIC ~. CClIIpIny 4,Z12.00 : toS. H...rd 'naurane. Pr..IUIO lor 1.0 y.... . to . 004. to 90S. luuu. .IIIIVlI OlrDllTED WIT" ~ENDEI 00'. H...reI lnaurane. Z.DOO _thE . . 41.42 par _Ih 82.114 1002. Nort.... lnauranc. _tho I I par _th lDGJ. I.hool TIllH 3.000 _Ihl III 261.45 par _Ih 8OZ.35 1004. C..,ty t.... 1.000 _Ih. I' 119.19 par _Ih 151.53 lOGS. A......-nt. _tho III par IIlOftlh '006. _Ihl III - - par IIlOftlh '007. _Ih. a. par _Ih -- IDOl. Anr...t. AdJ..t.....t -866.35 1100. rlrLE CHAR~I 1101. l.ttllManl or CiOlino ,.. - to 1101. Abstract or Tttl. I..r.h to . 1103. lltla Carlll'.ata 10 Adlar & CI.r...1 [ 1104. Praparatlon 01 Itlpulatlon to liDS. Ooad Prapar.tfon to 1106. Notary 'H' 10 Jody Goldrlne la.OO 1107. Attorney'. ,"". to -- (lnelud.~ ~t.,.. It.. .......r.. . ) 1108.- flUa lneuranca to "r.1 ".rr~'~il "rr'c, CorPftratl~ 1,52a.75 I . . 0 I.. arr I r, SIr.'c. eorp. , (lnel", abova It.. .......... EndorolManlt 100, 300. a.' ) !\ I 1109. Landar" Covor... . 2Z0,ZOC.00 i 1110. OwnIr'. Cov.r... . Z40,OOO.00 1111. Endor.lMant. to 'Ir.t ".rrllbur. l.r.I.. Corp. 150.00 ,\ l11Z. ".bur'..-nt Ch.r.. r IllS. 'adorll IMPtIl. Ch.r... to Adl.r & el.r...l 15.50 I 1100. OOVIINNlNl IICDlDING AND TIAMI'E. CHA.oEI r 1201. .acoretlna 'II.' Poad . ~6.50 'Nort.... I 52.50 '..1..... . 59.00 7 1202. CIty/County T."/Itaopal D.ad S ,Nort,... I 2,400.00 , , IZ05. It.t. r."/llaopa. D.ad I /Horl..,. S 2,400.00 iiii7 A..,....-nt 01 Nort.... to C.....rl.nd e..,ty ...ordar 01 D.ad. 14.00 I , IZOS. Itlpul.tlon A,.'net Llana lsou. ADDITIONAL IETTLlMENT CHA.OII I "01. Survey to I 1302. P.at lnapactlon to Ehrlich .nd Tro.IMnt 2.517.92 1503. IH.-199iii.hool T.... 10 Dorlana H.....r 5.145.33 I 1504. "nal 'ewer 1111 to .orough 01 C.rl'sl. 3D.13 I 15DS. I 1400. TOTAL IETTLEMENT CHAlGEI (Int.r on Llna. lOS, S..tlon J and 5D2, lactlon K) 11.641.51 19,401.65 I Iy "",Ina pa.. 1 01 thl. .t.tlManl. th. .llINllorl.. acknowladg. r...lpt 01 . .....I.lad .opy o. pa.. Z of Ihl. 2 pa.. U.t..-nt. I ~..... , ~ , (4m.nl. .AUG) 'HII I' CI.TI'IIO TO .. "r.t H.rrl.bur. I.rvl.. Corp. A T.UE AND COI.ICI COPY. l.tUwnt A.ant . . . , . " 1 041 OtPIf1men1 of thl Tr.IILIy-lnternal R.vtnut SIMcI l u.s. Income Tax Return for Estates and Trusts ~\ID97 For c'lender IIr '997 or fiscal !!U!a Innln 7 7 ,1991, and endln 6 30, 19 OMB No, 154"0012 II TIll'l 0' ontky: N.me 0/ "1lI1. 01 IruSI II' . ""11101 lype u",l, ... p.ge 8 0/ lhe In'.I~IIon.,) C EmployeI__ '""'*' ~ Declldent'u'llIla MARY KOLLAS ESTATE 2~ 7928099 o Slmpleu.1t WILLIAM KOLLAS " CU\RA kAN3ANIS ~ D OO'Ul1Iity."allld o CompIeMlI\JSI 7/7/97 o GlO_lype ltu.. N.me olld IJtlO 0/ nducllllY E .~.empc .1lII1t_ and "'*, O --~~ IIeMnlpIcy.......eh, 7.. b,,,,, (... _ 100/ 111. o 8InkrupIcy .state--Ch. 11 Number, SUitt. Ind room Of suite no. (It. P.O. bOle, see page Ii 0' lhe InstrUCtlonS,l lnsuucdonlll: 'lncomefund 1104 FERNWOOD A ENUE OOooc,lblldln_mTI.Nl) · N...- 0/ Sc:hedullll K,1 Cky 01 'own, .1lI1., .nd ZIP.oda 0 NOC. pllY'" foundltlon :=~r~ CAMP HILL, PA 17011 DOowlblldlnHCUon4s4TIIi(2) F Check liI,n1tlol "'~n 0 Flnal"l..n 0 "'mendo;;;;;"- ~G Pooilld mong.ge .ceounll... p.ge 100' lhe Insuuc:lIonsJ: apDllcablo 0 0 bOkes: eha In 1Iduc: '. nome Change In nduclllly" .dd,... 0 Boughl [J SOld Do..: 1 Interest Income . , , , . . , , , . . , , , , . . . , , , . , , " 1 2 Dividends, , , . . , . , , . , , . , . , , , , , , , , , . , ,. 2 22 657 3 Business Income or (loss) (attach Schedule C or C.EZ (FO~m 1 0)).. .. .... 3 I 4 Capital gain or Ooss)(allach Schedule 0 (Form 1041)) . . , , . . , , " 4 95 697 j 5 Flents, royalties, pertnershlps, other esteles and~r' lIa Schedule E (Form 1040)) 5 8 Farm Income or Ooss) (allach Schedula F or . , , , , , , , . , " 8 7 Ordinary gain or Ooss) (attech Form 47 . " ,.."."", 7 8 Other Income, List type al1d amount.. .... ...........,......""......,.........,,,... 8 8 Total Income. Combine lines 1 throu h , ~ 8 118 3 5 4 10 Int8rest. Check II Form 4952 Is attached" 0 , 10 11 Taxes, . , . , . . . . . . , , 11 12 Fiduciary fees . , . . . . . . . . 12 13 Charitable deduction (from Schedule A, line 7) 13 ,14 Attorney, accountant. and return preparer fees 14 , 1 Sa Other deductions NOT subject to the 2% ncor (ettech schedula) 1 S. b Allowable miscellaneous Itemized deductions subJect to the 2% noor, lib 1. Total. Add lines 10 through 15b . . . . . . . , . . . . , 18 17 Adjusted total Income or (loss), Subtract line 16 from line 9, Enler hera and on Schedule 8, Une 1 ~ 17 17 1. Income distribution deduction ('rom Schedule B, line 15)(at13ch Schedules K.. 1 (Form 1041)) 18 18 Estate ta~ dedllctlon (Including certnln generation. skipping taxes) (attach computation) 18 30 Reserved. , . . . , . . . . , . , , , . , 20 Z1 Exemption . . . . . , . . . , , . . . . . . . , , , . , . , 21 ZZ TDtal deductlons. Add lines 18, 19, and 21 . , . . . , . , , . . . , , . ~ 22 23 Taxabla Income, Subtract line 22 'rom line 17, If a loss, seo page 14 of the Instructions 23 24 Totaltax(fromScheduleG,lIne8),.. . ,. " . . . " , . . 24 J Z5 Payments: a 1997 estimated tax paymenl~ and amount applied 'rom 1996 return , " 2S. b Estimated tax payments ellocated 10 benanclarles ('rom Form 1041.n ' , , . . ., 21b c Subtrect line 25b 'rom line 25a , . . .. .,...."..,.., 21e d Tax paid with extension of time to tile: 0 Form 2758 0 Form 8736 0 Form 8800 2Ud . Fedarallncome tax withheld, If any Is from Form(s) 1099, check ~ 0 , , . , , " 2S. I OtherpaymenlS: f Fonn209 ........................ ; g Form4136 ..,..................... ;10181 ~ 21h ,,28 Total plIymentl. Add lines 25c through 25e. end 25h, , . , . , , , .. , ~ 28 "" 27 Estimated tax penalty (see pege 15 0' the Instructions) . . , . , . , . . , '. 27 28 Ta. dUll. If line 26 Is smallar than the total of IInos 24 and 27, enter amount owed, " 28 28 Ovarpayment. If line 26 Is larger than the total of lines 24 and 27, entar amount overpaid 28 30 Amount of line 29 to be: . Credited to 1..8 estimated tax ~ ' b Refunded ~ 3 Please Und" """,kill. 01 porJ"'f, I declar. that I have ..omlned Ihl. 'Il""', Inck.dI">llCcompan~ng sthlldulo..nd '1lI'''''''''" .nd ,oll1a _ 0/ my knowIodge .nd _, k 1111U8~ 'lDf .omplot., OocIarO'Ion 0/ ",.pat" 1_ than lIduc:laryl" basad on aM tnr"""'11on 0/ wnk:h ",opar" hIS any knowIodge, Sign ~/~ ~: Here ~ Signal'" 0/ 1Iduc:11IY 01 ollie" 'eprosonung flduclllry DOl' EIN 01 """lory ~ .1Inonc1ol ilSUl_I... pago I 0/ "'" i1slNclIonoI Prep.ro!'. 00" '~l "'-.......... -'Y no. Paid slgnat... ,. 'V' r ! --'s . '......~ Firm'. name 101 Use Only your1 Ws.II..mpIoyodl "11 For P.pwwork Reduction Act Notleo, ... the IOporoto InlWctlonl, EXHIBIT "B" CII, No, l1J70H Form 1041 1'"7) 2 -7 9 u . .. u on. Do no. comp_ lor . I Ie lrUSl 0' . pooled IncollMl fund, Mlou"'" plid 0' permanellity lit IIIdlt 10, ch....ble purpo_ fl'om grolllncollMl (_ 01Qll151 ' , , , , , , , , a TIlC-I''''lpllncome lIlloc.ble 10 ch.llable contlbullolll (_ plgII 'II ot the InllrUcIIon.~ """",' , , , , , 3 Sublrect Wne 2 fl'om II"., 1 .. .. , .. .. , , , , , .. .. .. , , , , , , , , , , , , .. .. , , , , , .. , , , , , .. , , .. , .. , , , , , , , , 4 CIlp~1I glln. 101 the lax yellllloc.1od to corpu. .nd pilei 0' ollln.nenttv MI ulde for ch....blo ourpo_ , 1 Add 11_ 3 and 4 , , , , , ....,.... .. , , , , , .." , .. , , , , , , .. , , ,.... , .. .... , , .. , .. '..,.... , , , , , , II Sec1Ion 1202 e.clullon IIIoc.blo to CIlp~1Il glll1l plid 0' plllnanenttv... IIIdlt 10, ch.~.ble purpo_ (_ plQll18 ot the Inm'cUon.) , , , .. .. .. , .. , , .. , , .. .. , " , , , , , .. .. .. .. .. .. .. .. , , , , , , II Chert\Wle deduo1lon. SublrlOt line 5 from 5, Enlll_and on . 1 line 13 """"""""""" u .' noom.. on u on Adjul1ed toll/Income (fI'om pogo 1, II"" 17) (_ pIgII15 0' the InllrUcUo",~ ' , , , , , , , , , , , , , " , , , , , , , , , a Adjul1ed ...-e.empllnlellll '.... .. , , , , .. , .. .. .. , , .. .. , , , , , .. , , , , .. , , , , , , .. .. , , .. .. , , , , , , , 3 TOllI net glln fl'om Sc_1o 0 IForm 1041), line Ie, column (1) (_ poge 18 oflh81nllrUcUonRI ' , , , , , , , , 4 enlel ."ounl fl'om Sc_1e A, line 4 (rlduced by any Illoolblo MCIIon 1202 "cl".lon) , , , , , , .. , , , , , , , , 1 CIlp~1I glln. for the lax yell Included on Schedule A. II"., 1 (_ page 18 0' thelnllrUcllon.) ,,",',',',' II Emer any gllo fl'om pogl 1, line 4, u. negodve numbll, "pagel, IInl 4.10 lloaa, anlll the 10.. u I poallJvenumbll ""............" ...,....,...."............,........,..........""" 8 7 D1llrlbUtable ".,11_1 (1lH1). Combine 11_ Illvough e, "ZIIO or loa, In"" -0- """"""""" II " . complo.lruSl, lnuw lOCOunllng Income lor the... YOII u determined LJ under the governing InolrUllMInl8/1d oppllc.ble Ioclllow , , , , , , , , , , , , , , , , , B II Income required to be dlSl7lbuled currenttv '"'''''''''''''''''''''''''''''''''''''''''''' , , . . 1 D 01her emounll pilei. credlled, or olhelwloe requied to be dlSl7lbul8d , , , , , , , , , , , , , , , , , , , , , .. , , , , , , , , 11 TolII dlolrlbullol1l, Add IIn.. 8 8/1d 10, "greolllthan II"" 8, _ poga 17 oflhl Instrucllon. , , , , .. , , , , , , , , 12 Entllthe omounl ollax-exempllncome Included on line 11 .""..""."""""""".."", , , , 13 Tenl.uv.11IC01lMI dlo1rtbullon deducllon. Subll'lOt line 12 from line 11 " , , , , , , , , , , , , , , , , , ..... , , , , . , , 14 T.n1lUhie Income dlo1rtbullon deducllon. SublrlOt line 2 from line 7, It Z",O 0' loa. onlll.(J- """".,." 11 I_I dlllrtbutlon clecluollon. Enter 1he omlllol of line 13.' line 14 here and on. 1 line 18 .. .. .. .. I U .' IIll 0 U on _ 17 ot the InllrUcIIona) Tax, : o:~-:~.~,~~~.... ,~~,~~~~~~~~~~:::::::::::' 26 426.. o TolII, Add lI_lund lb ".""",..""".",..."".""""..,.",..""".. 10 21 Forelgn... creel. (.....h Form 1115) , , . . , , , , , ,.... , . . , . .. , , .. , , . , , , , 21 b Cheok: 0 Noncon_nll eoureo fuel 01. 0 Form 8834 ",."""". o Otnerll bualnell CIlIdIl. E_ '*e and chock which IoIme 110 OUlOhed: o Fonn 3100 0' 0 Forma lop".vl. ac If Qed~ 101 prlor YO" minimum ,.. (llUIch Form 88(1), , , , , , , .. , , , , , , , , , , , 3 T*CNdltL Add 11_ 2e through 2d """'''''''''''''''''''''''''''''''''''''''''''''' . 4 Subll'ect line 3 from line lc , .. .. , , , , , , . . , , , , , , , , .. , , , , .. , , , , , , , , , , , , , , , , , , , , . , , , , .. , , , , , , , , 1 ~1Ip\ure ....., Chock" from: '...... 0 Form 4255 0 Form 8811 ....................... II A/lemldlve minimum talC (fI'om Schedule I, Itne 42) , , , , , , , , .. , , .. , , , . , , , , , , , , , .. , , , , , , .. .. , , , , . , , 7 HouMhold omploymenllllClI, A11Ich Schedule H (Form 1(40) , , , , , , , , , . , , , , , , , , , , , . , , , , .. , , , . , . , , II T*_.Addll_4thtou h7,Emer hero and on 11111024............,..,............... .r n orms on 1 Old the _ or lrUlIl ,oceIve 1..-o.""",llncol11O? " "Y..,' .UIOh . comp.lIl1on 01 the IIloclllon ot expe_ , , , . , , , , , . . . , enlel the amounl of talC-lIXompllnlllellllncollMl and e.""",I-I_1It dividendi. $ a DId the _ Of lrUlIl ,oceIve III Of any pili 0' the IlInmg. (.III1Y, WIgIlI, and other COmpll1latlon) ot lIlY Indlvldull bY- re_n 011 COnll'ect uelgnmanl oralmll.. lII'angemenl? """"""""""""""'''''''''''''''''''''''''' 3 N.any lime during cllendll yell 1887, did the 11101. or lrUlIl h.ve M In""lIlln or. algnOlure Of other outhorky over. bank, eocurtlleo, or other ftnanollllCCOunlln aforelgn coun1ry'l See PIgII18 01 the InllrUcllone IoIlIlCcopllon. and tiling raquiemenll 101 Form TO F 110-22.1, ""YII,' anlll tho nlllMl 01 the foreign ClOUn"Y . 4 During the... yolt. did lhll_1O or IIUIl rocelvo . dlolrlbullon from, or wu ~ thellllUllOr ot. or Iranoferor to. , foreign lrUlI? ""Y.... thelllllll or IIUIIl may h.ve to ftle Form 3520 Of 92e, See PIgII18 01 thelntlrucUol1l , , .. , , , , , . , , , , .. , , .. "' , .. , & Old the IIIlIlll or IIUIIl rocelve, or pay, any M1101-ftnlllCld morlgage Inleloll? II "Yoa" _ page 18 101 required olloOl1ment ." 8 "lhlo II .n _e 0' a COmple.1ruSl mll<lng lhe MCIIon 883(b) eIocIIon, chock heto (_ Pille 18) ,,' , , , , , , , , , , , . " . ~ 7 To mll<e .lOOlIon l143(eX3) .lecllon, anoch Schedule 0 (Form 1(41), and ohock her. (_ page 18) """',"','" . 8 IIthe,loced.nl'.eIIlell hu b..nop.n for more than 2ye.... chock her. """"""""""""""""'", . II /lil lrUSl benetlcl_ ak II'IOn.? See 18 ollhe InllrUclIolll ........,..,....,..........,..,;....,...., CAo\ NTf 111'2 p a 117 24. -95 697. 21 327. 21 327. 26 426. 2 6 1ll... II n mum a. _ 18 Ilvough 24 of lhe InnucUone) a e e or rue. .... 0 1m v. n mum TlIlabl. Income 1"'AdJulf<<ttoltllncome Of (Iou) (tom PIIlI" 1, line 17), ... , ' , , . , , , .. , , , , , , , , , , , '"'' , , , ..,.. , , , , , 2 Net OPII'11Ing Iou deduollon, Entel' U I poolUve IIIlOUIll ,......"..""""""..""..,..".., 3 Add IInealOnd2 ,.."..,....,..,.."""........""........,'"".."..,",....,',.., 4 AdJullmanta ond "'" prefer._ lI.ml: . InlII'lIl .."..."..............".."..........,........,..,,' 41 b Till.. "..".., "..,........,..,'..' "",......,'........,.., o MilloIlt.....ullIel'nlzed deductlonl (tom pagel, 111II1Sb) """"""" d RlfUndoft"'l ",........,............,..,..,,,..,......,.... ) . Dlpl8Clldon 01 propll1y pllCId In lIMce oftII' 198e , , , , , , , , , , , , , , , , , , , , Clrwllltlon II1d r_IIoh and .xplrinwlntll exp.ndltul.. " , , , , , , , , , , , , , , II Mining explorodon and d.veIopmenl 00111 , , , , , , , , , , , , , , ' , , , , , , , , , , , , h long-""", contr..,. .ntel'od Into 1ftii' F.bnllty 28, 1988 """"""", I Amor1lndon01 pollullon COnll'olflOMhIoI, , , , , , ",',"" , , , " ,""" , , I InlllllmellllOlooolllll1alnpropll1y ..,..""..,............,.."... k AdJuIf<<t goln Olio.. (Including Incentive Ilook opllonl) """""""" I CeI1Iln Iolllmklllolll "",...""",.""""..""".."""" m TllllhelTll'fmllCllvt1lM """""""."",.."""""..""" n Puatve eotMtiII , . . .. , , .. .. .. " .. .. .. .. . .. .. .. .. .. .. ,.. .. .. , .. , o Beneftc:llllolotott. lIUl1I or dec:edlm'1 eIlltee """""""""", p Till-exempt Inllllll tom IPeolftad prlvlle IOtIvtly bondi, . , , , , , .. , , , , , , . q Dlplodon ....""""""""""",..".,.."..,,"',..,',., r AcceIll'IIed deprecllltlon ot 1111 propll1y placed In eeM:e beforo 1987 ",' r . _lied cIopr, 0' IoIIId p....nll p,opll1y pllCld In IIMcI bololl 1987 . t IllW1glbledrllllng colli ....................."""".."....,.... 4t U OlhIIIdJusrnlnll ..,....,.............."".................., u II Combine 1in1141l1vough 4U ..""".,.."."",.."",.."".....,,,,,,,..,,,....,,,..,' II II Addllnea3snd5,.,."..""" ,..,.."." .....,.,..., '"'''''''''' ....""",.."..." 7 Momllll/l lOX net op.a1Ing Iou deduollon (_ Pllll" 23 ollM InlllUcUone 10, Ilmltadone) , . , , , , , , . , . , . , II AdJuIf<<t lillrnlllve minimum lllllble Income. SUbll'ect line 7 from Iln. 8, Enter h.e U1d on line 14 , , . . , . . Noll: Completo Pili II below befofe going to line 8, e Incomedlllllbullon deduodontrom 1111128 below"....".....".."... 9 10 EatIlIIIll doduo1lon (trom Pille 1, IIno 19) , , , . , , , , , .. , , , . , , .. , , , , . , . , 10 11 RHII'VId"..,. " " , ,."",.,.." " . , ,,,,..,,,..,..,,.., ", , , 1 ':.i!~m~";' ,:~!, 12' AddI'-9111dl0 "..."""""",.""",.."""..""".".""".."..,.....,',., 12 13 ElIWe'e or lNll'lIhlle 0' 1I10tnllll/l minimum loxoble Income, Stlblrect line 12 trom 11111 8 ""...",.,. "111111311: . S22,llOO or l01I, IlOp hole and ontel' -0- on Schedulo G, 11111 e, lllo llIllll or lIUlllI nollllble lot 1118 a/lemllll/l minimum IIX. . 0\/11 $22,100. bul_lhan '185,000, go to 11111211, e .185 000 or mono 0111II1118 IIllOUnt tom 1111113 on 11111 35 U1d al1 - ncom. on u on on a n mum III a.. AdJulf<<tallornlllvemlnlmumtllllblelncome (from 111118) ".."..",..."""""."....'""" 111 AdJuIf<<t IIX...empllnlll'llIl (olhor llIan amounlllncluded on 111II4p) ,. , , , , , , '" , , , , , . , , '" , , , , , , , 18 TolII netgolntom ScheduleD (Fonn 1(41), line 18. coluMn (1)," a Iou, em. -0-"" ,.. "".., , "" 17 Capl'" pin. lor tho ... v'''' .Uocatld to corpu. . paid or 'efll",."tly ..t ..Id, f., ch...it&b.. PI,IIP"" .fro.. 8chldu" A, Hu 41 18 Capltllllllft.plltlorp."un,ntly..ta.ld,forchlfltab.,"r,o...fr'l'lllfO"lnco,It...llp.,.Uoftholnom.ctIoft.I....... 19 Capilli gollll computed on I minimum lox b....lncluded on line 8, , , , , , , , . , .. , , , , , , , , . , .. , , , , , , , , 20 Capilli IoIIM computed on I minimum lox b.... Included on line 8, EntII' .. I pooltlve amount '" , , , , , , 21 OIIlribullblo nIl_nlllvo mln, loxlble Income (DNAM11), Combllllllnea 14-20, "ZIIO Of _, ontel' -0- , 22 Income requ~ed to be dlllrlbulId culTlnlly (tom Schedule B, 111119) ,..,.""".."....,.."""" 23 OlhIIlmOUnll paid, credited, or othelWlol reqund to be dIIlrIbulld (from Schedulo B. Ut1l10) , , , , . , , , , 24 TOllldlolrtbudolll. Add llneo 22 and 23 "",.""..",.,....""",.""""",..,.."...", 25 Tox-exompllnoo,,", Included on 11111 24 (olhollll." lI1lOunlllnoluded on Une 4p) ",..""....""", 28. TentltMllncorne dlllrtbullon doduodon on I minimum lox bUll, SUbll'ect line 25trom line 24 ,.",. , . , , , 27 Te"llllve Incomtl dlllrtb, ded, on e mln, lox b..lI, SublrllClllne 15trom 11111 21, If ZIIO Of _, entel-O- . , , 28 IMom. dllll'tb. dlductlon on min. tall be.... Entel' Intlllll' ot 11111 28 or line 27, Enlll hole and on line 9 . , CAA 7 104134 NT' ""' OLD 32M 99 p_3 --- 117 0 4. 117 4. 117 024. 117 024. 117 024. 117 024. 95 697.) 21 327. 21 32 . FOIlll1041(11l87) MARY KOLLAS ESTATE 'Plrt III - A"lmlllvl Minimum Till 23-7928099 E>compllon llII10Unl , , .. , .. , , , .. .. .. .. , .. , , ' , , , .. .. , .. ' , , .. , , .. .. , , , , , , .. .. , .. ' , , , ' , , .. , , Enlellhumounl from 11111 13 , , ...... .... , , , , , , , , , , .. .. , , , .. ' , ,.., 117 024. ,I.'a 1'I1,,-oUI of ..ompllon lITlOunl ,..,..,....",..,..,....,"',...., $75,000 i.:i~ Sub.lClllne31 110m 1111130, ItzlloOlIoll,enlel-o- """"""",.., 0::::1 Muhlply 11111 32 by 28% (,28) , , , .. .. .. .. , .. , , , , , .. , .. , , , , , , , , , .. , .. .. , , , , .. .. , .. .. , , , , , .. .. Sub.IClII,,. 33 from line 28, It ZIIO 0' l01I. onhll -0- "..,..",.."".." , , , , .. .. .. , , , , , , , .. .. , Bub.lCllln. 34 from Hili 30 , , .. .. .. , .. .. , , , , , , .. , .. , .. , , , , , .. .. .. , , , , , , , .. .. , .. , , , , , , , .. , It th. _ 0' INti compleled Schedule 0 (FOIlll1041) and hod an omounl on line 24 or 27 (M reftgured foIlhe AlAT, " _lIlY), go 10 Pili N to llgure line 3e, All oth.,., It line 351a-- . '175,000 0' l01I, muhlply line 35 by 25% (,25), . OVII '175,000, muhlply line 35 by 28% (,28) end oub....1 $3,500 from tho roeull """"""""'" A/IOInl\lvo minimum foreign'" Clodll (NO PlllI8 24 ot InllrUc1lono) , , , , , .. , , , , , , , , ' , , , , , , , , , , , , , , , , TenlaUvo minimum lOll, SubtrlClllne 3Hom line 38 .."......,........" , , , , .. .. , .. .. , , , , , .. , , RoguIIlIOll bofuIe Cfed~ (_ page 24 olll18llUCUonl) .. .. .. .. .. .. .. .. ,311 26 426. , :.i. SecIIon e44lax Included on Schedulo G, 11111 1b """"""""""" l'lJ Add 11'* 39 and 40 ......,..............,.......,....,........,'" , , ....,,, .. , , , , , .. , . . '41 AIIontdY. minimum tax. Sub.lClllne 41 from line 38, It ZIIO e, l01I, ._ -0-, Entll hll' and on ,:,,;,.:\\ ScheduleG 1lne5 .......,..,......,..,..,...,......,..........,""',....,...."....,' 42 Plrt IV _ Un. 3lI Computallon U.lng Maximum Clpltel Oaln. nit.. 43 EntIIIho IIIlOUnlfrom line 38 ",..,....""",.".."""""....,",.,"',..,",..,""" 44 :",~::":,:~,~~u.~~~~~~~~~~,.II,~,~~~~~~~r~..,.... 44 95 697. 'i'~ 45 :~u;, =:~,~~~I~,~~~~~ ~~~~..1I,~,2~ ~~~~~~r~......, 45 ;:;1':; 48 Add 11'* ... and 4&, It ZOIO 0' l01I, .ntor ..0" ,.""",..,.".,,""" 7 ,1', 47 EntIIthumounl from Schedule 0 (Form 1(41). line 21 (u rellgured ;:. foIAMT.It_IIIY)..,..""""""'''''''''''''''''''''''''' 47 95 697._~ 48 EntIIIhe omlllerot Une 48 0111111 47 ,.. , , , , . , . , . , , , . , , , , , . , , , , .... , , , , , , , .. , ,,, , , . , . , , , , , . . 48 48 Sub.lClllne 48 from Uno 43, II ZOIO or l01I. enlOt -0- "..,.."",....",.""......""',.,,... 1IO It line 48 Ie '175,000 .,1Ne. muhlply line 49 by 2&% (,25), OthlllWll8, muhlply line 49 by 28% (,28) and ..btrlCl $3,500 from the 'IIUII ""."""""",.",...."",',....".,"",.". ~ 111 Entor Ihe omounl from Schedule 0 (Form 1(41). line 35 (u tIIIured tor lhe regullllOll) , , , , , , , , , , , . , , . . ' 112 . Entor Ihe lInIollntot line 43. line 44, or line 51 "",."",."""..""""....,,""""',... 113 Muhlply line 52 by 10'Y. (,10) , .. .. ...... , , , ' , , , .. ,.. , . , , .. .. .. .. .. , , , , ....,.. .. , .. ' , ..." ~ 1I4 EntIIIhe omlllol olllne 43 or line 44 , , , , , . , , , , , , , , . , , , , , , , , , , , .. , , , , , , , , , .. , : ' , , . , , , . , , , . , . lIS Entor Ihe omounl from line 52, , .. .... , , . , , , , , , , , , , , , , , , , , . , , .. .. , ' , , , , , , .. , , , , . ' . , , . , , , . , , lI8Sub.lClllne 55 from llno &4, It Z"O 01 1oeI, entel-o- ".",.""....."""",...."..,"",... ff7 Muhlply line 55 by 20% (,20) , , .. ..' .. , , , , . , , , ' .. , , , , , , . , , , , , .. .. , , , . . , , .. , .., , . . . , . . , . , . ~ 1I8 E_1ho omounlfromllne 43 ,.......",.""",,""""" ..,..,.,.",....,."..,""',.' III Add "'* 48, 52. and,85. , , , , .... , , .. , . . . , , . , , , , , , . , , , , ' . , , , .. , , . , . , , , .. .... , , . , , , . , , , , , , 1IO Sub.lClllne 89 from line 58 ..,......, .. . , . , .. ' , .. ,.. .. , .. .... .. , , , . , .. .. ,.. .. .. , , .. .. .. .. 81 Muhlply line 110 by 25% (,25) , .. .. .. .. ' , .. , . , .. , .. .. .. .. ' .. .. .. , .. , , , , .. .. .. ' .. .. , .. .. ... ~ 82 Add 11_110, 53. 57, and 81 ,."""",.".""""",.""""""",,""',.,"',.,",., 83 It Uno 43 10 '178,000 0' 1Ne, muhlply line 43 by 28% (,25), 0IherwI00, multiply line 43 by 2&% (,28) and oubtrlCl $3,800 from Iho rllUlI ...."",....,..,.."....,...."."....,....".."..,'" 1I4 Entlllhe lInIollololllne 82 or line 53 ""e end on line 35 """',""'" , , , , , .. , , , , , , , . , , , , , , , ~ eM 7 104134 NT."'" ODL 3268 2ll :10 31 32 33 34 311 3lI 37 38 311 40 41 42 p_4 '22.800 10 .03 21 566. 21 566. 105 030. 95 697. 95 697. 19 139. 105 030. 21 566. 27 308. 01'11111""" 'h. T''''lIfY In~m.1 Rev'fllIl a"yln NIIM 0'_0' IIIlIl MARY KOLLAS ESTATE NcIIel Form 5227 ftllnl need 10 complolll ONLY PII1II Ind II, Capital Gains and Lossee ~ AftIIOh 10 'omIlO4t (Ill' 'omIl227). 1M'" IItlIIlte InlflucUon. I'" 'orm 1041 (ot 'orm 1221), OMB No, 1~-ooII2 SCHEDULE D (Form 1041) 1997 I!.rnployer IMilllllolllon numbor 23-7928099 - 1,'IIt:I' Short-T.rm C.pltal O.ln. .nd Lo.... - A..ot. Held On. V.ar or L... ~ Ie no P'hrop m.,.-- (0) D.le IOld ampll, 100 .J!lII'II .. au (d) Sm price ,_eel of'r Co,) (mo" ~ay, yr,) (mo" d.y, yr,) 1 Short-Ierm oapMol ooln or (Iou) ~om Form. ~M4, 8252, 5781, and 662~ , , , , , , , , , , , , , , ' 2 3 Net.hort-tann ooln or (Ion) ~om plrlnlllhlpo, S corpo'llIontl. and othlt 1IIl_0I111l1ll '"'''''''''''''''''''''''''''''''''''''''''''''''''''''''' 3 4 Short-linn Oapllolloll conyov.. ~om 1995 Schedulo 0, line 28 "" " " , " '" , " , " , , 5 Mel ahafI-term gotn Ill' (Iou). Combine IInll l1hrouOh ~ In column (0, Ent.. hole and on line 1~ below .."....'", , .. .., .. .. , , .. .. , .. , .. , .. , .. .. .. ".. ~ 5 I'PUUII Long-T.rm Capital O.ln. .nd Lo.... - AII.t. H.ld Mor. Than On. V.ar · nOp'lOP 1 ()Dt Id 'IE ample, 100 .hll'lI 1Cq\!1rod 0 1110 (d) Sol.. pr1ce N ,_eel ot 'Z" Co,) (mo" d.y, yr,) (mo" doy, yr,) eStmt Attchd .,,\' ',."., . . j-;~~~~~<', . .~~':ir'f1 i:'," 'II ... ':1'. -I''':, Long-tann CIIIMol goln or (loll) from Form. 2439, ~084, 5252, 5761, and RIl2~ """"" B Nellong-tann goln 0' (Iou) from plllnel8hlp', S corporeUontl, and oth.. 0111.... or IIIlBlB , , II Capitol glln dil1ribuUon. ........""",,,,,,..,,,..........,..,,..........,, 10 . Ooln from Form ~797, Pill I .. .. .. .. , , . , .. , " , .. .. , .. .. . ,.. .. , , .. , , .. .. , .. , .. , 11 Long-term CIIIMolloU OIllYOVlll, Ent.. In both column. (0 and (g) the .-nounl, K any, from 19ge Schedule D. line 35 , , , , , , , , , , , , , , , .. , , . , , . , , , .. , , , , , , , , 12 Combine 11110I 5 thIough 11 In column (0) ".."""""""""",.""",.."" 13 Met long-term gotn Ill' (Iou). Combine IInll 81h1ough 111n cokJmn (I), Ent.. hIM and on line 15 below ..............."'........,,..,..........,..,.., ~ 13 9 6 7 "21" rotI gotn Ill' (ION) Includee III glln. andlo_ln Pill II, column (I) from .alee, ..chong.., 0' conV8l1llone (Including Inatollmenl pavmenll ,...tved) .Ithl" . ..fori May 7,1997, Ill' . AflIr.holy 28, 1997, 10, _ held mOil than 1 vo.. but not more than 16 month., M alto Includee ALL 'collecUblee glln. and 10....' (.. deftned on pogo 28 ot the In8lnlctlo..) and thl taJcoble ooln (but not moll than the IICUon 1202 .""kJalon on the .... 0' e.ch of IIIfted amoll bu.'.....IIOCk, IPIlt 1111 Summalry of Pal1ll and II Net ahafI-llflll QIIln Ill' (Iou) (~om line 5 obo.e) """""""" 15 Mellong-term QIIln Ill' (lOll): . 28% ,lit glln 0' (Io..)(~om line 12 .bove) , .. , , , , , , , , , , , , , , .. , , , b UrncllplU'ed HClIon 1250 glln (_ PlIlle 27 of the Inatructiono) , , , , , C Tolallor yell (from line 13 .bove) ,,,.. .. .. '" .. .. , .. , .. .. .. , .. 5 6 7 5 7 18 Total net gain Ill' (10'.). Combine 11_ 1~ and 150 ,...."...., ~ 5 6 7 7 Noll: II line 18, cokJmn (3), " . net goln, entOl the glln on Form 1041, line ~, II 11110I150 ond 1e, column (2) ... net gllntl, go 10 Pill V, and DO NOT complete Pill IV, It line 18, column (3), " . net 10.., completo Pill IV ond the CIPIIII Lou ConyoVlr WDI'1c"'Mt, U ~, 'ot ......fWDI'1c ReelllOUon ADI NoUC'. _the InllrUOUon. 'Ill' Form 1041, 8chldul. D (Form 11141) IIlf7 eM 7 t04tD12 NTF "'" OLD 2111 (1) Benetlclarlol' (_ p.ge 27) (2) Eelll.'. or lIIler. (31TolII MARY KOLLAS ESTATE ScIleduIe 0 (Form 1(41)1"7 'I P_IV I ClpllIl Loll UmltItlon 17 :=~~~~~,~~~~,~~:F~:~1',~~4',~~~~~~"",,,,,,,,,,,,,,,,,,,,,,,,,,,,,", [~~l ) " the l01I on line 18, column (3) 1I mot. 11I11I$'1,000, OR" Form 1041, poge 1,"ne 23, 10 .1011, comploll\hec.ptlelLoM 0aITy0Y1f WOIlcIhMt on P. 7T ot \he InnuollolllllO ~"" your capilli loll canyov., I PIlt'VI Till Computation Ullng Mllllmum Clpllll allnl R,t.. (Complote 11110 pill only "both 1I1l111150 ' . and le In column (2)" on,.nd Form 1041, line 2310 mote Ih.n zero,) 1. En\<< tIll.blo Inoome 110m Form 1041, line 23 , , , , , " , " " " " , " , ' " " " , , , " " , " , '" " " " " " , , 18 En\<< lhu",.I'" oUne 18c0l 11 In column (2) "'",,''''''''''''''''''''''' 18 95 697. ":'.~~I" 20 It you ... tiling Form 4852, enter the lf11Oulll.om Form 4852. line ... , , , , , , , , , , , , , , ';" ' 21 r~' . . Sub."'" line 20 from line 18, It z..o or 1tII, enlel -0- , " , , , " , " , , , , " , " " " " 95 7 . '."~ 22 Combine Unee 14 ond 15., column (2)," zero or!Me,.nter -0- , , , , , , , , , , , , , , , , , , O. ');I 23 En\<< \he ....1'" ot line lS., column (2), or line 22, bul not !Me th.n 1.010 , , , , , , , , , , 0 . .,'11 :: ::':~~~~.~~,'~~~~~:~~~~,(~~:::::: :::::::::: :::::: :::::::::::: . ,';~~~ '.'1' ' 2tI Add IInee 23 and 24 " " , , " " " ,," " " " , , " " , , , " " " " , " "" , , , " , :,T' :rr Sub."'" line 2e from line 21, " z..o 0I1t11, onlel -0- , , , , , , , , , , , , , , , , " , , , , , ' , , , , " " ' , " , , , , , , , , , . , ''1:1' 28 Sub."'" line 7T tom IIno le, It zero 0' 1tII, onlel -0- " ' , , , , , , , , , , , , " , " ' , , , " , , , " , " , , , , , , , , , , . , , 21 En\<< tho........ ot line 18 or $l,BllO """""'"'''''''''''''''''''''''''''''''''''''''''''''' 30 entertho....lerolUne2801IIne28 """""'''''''''''''''''''''''''''''''''' ,,"""""'" 31 Subtr"'" line 21 110m line 18. It z..o 0I1e1l1, on'" -0- , , , , , , , , , , , , , , " , " , , , , " , , , , " "" " , , , , , , , , , , 32 En\<< tho IIrgor otllne 30 or line 31 , , , , , , , , , , , , , " , , , , , , , , , , , . , , , , " , " , " , , , " , ' " " , , . , , , , , , , , 33 Till on lIllOunt on line 32 .om the lf187 Till Role Schedule. , , , , , . . , , '" , , , , , , , , , " , " " " , . , , , , " ~ 34 En.. the lfYKJuntfrorn line 29 ......",.....,.."..,..., t".., ,"""""" ," ,. ...,.,.......... 35 Ef1ter the IRlOUnt from IN 28 ... , .. . , . , . . . . . . . ... . , . , . . . .. , . , .. , ,...' ,., ,.. ,.. "..... . . . . , , , . . . 38 Sub."'" line 35 from line 304, It zero 0I1t11, enlel -0- , , , , , . , . , , , . . . , , " , , , , " " , '" " '" ' , . , , , . " , , , 23-'1928099 ~ Mulllply Nne 3e by 10% (,10) ".,,,,,,,,,.,,..,,,,,,.,.,...,....,,,..,'" ,.. " """. . , " , ., ~ '31 EntIrthellftllllrotllne18orMne27 .......... ...;.".."".... ...".. ,.... ,.. ,.",............. 31 EntIrthlwnountfroml1ne3a ,.., ,...."..... .,..;.,. .....".... "'."" ,.. ,;,...."".......... 40 Subtract Ilne 39 from Une 38," zero or leIS, enter..o- . . . , . ., .... . . ...,',... . . .'" ,. ~ .. .., I ," . . .. . . , . . . 41 Mulllply line 40 by 20% (,20) """,,,,,,,,.,..,..,,,.,,,,,,....,,,"""''''''''''''''',... ~ 42 'Enter theernallet' of line 21 or line 24 .,.... "", ,.., .'".. ,.". ....,..., .'.", ,.. .....,...........,.. 43 AddIlnea211nd32.............."".......,,,,..,........,,,,....,," 43 116 424..'!!IV 44 En\<< the lIllOunt from Une 18 "",..."""...""..,.",.""",',...." 116 424..:filI 4S Sublr"'" line" .om line 43, It zero or 1te8, enlel.(J- .. , . , , .. , , , . . . " .. , , , , , " ", " "" .. d , .. . , . , , , 4S 41 SUbtrlCtllnl45tom Nne 42. "zet'O or _, enter -0-...,....,..........., ..,.".,.,................. 47 Mutltply line 48 by 2&% (.2&) .....,..".......,......"..,., . . . . . , . . . . , , , . . . , . , . . . . . . , . , , . .. · 48 En\<< tho If110Unt .om IIne1S , , , " , , , , , , ' , , , , ,,' , . , , , , .., , , . .. , ", . , , , ,.., ,.. "".. .. , , , , , , , , , 48 AddlkMll32,3a,40. and.a ........,......".,..."........,' ,.... ,." ,..", ""....,........ SO Subtract Ilne~trom line <48 ,....,.,........,..".,.."...,......,.,...,',.....,.,..........., 81 Mulllply line SO by 28% (,28) ,."..""""..""""".."".."",..,"'''''''".,.,'''''' ~ 52 Addllnll33,37,41.47,andS1, .',.....,...... ,......"..,...", ,....""" ,., "'".,.,,,. .'"... 83 Till on the IIllOUn' on line le tom tho 1887 Till Rile Schedulo .. , , , , , .., .. , , " , " '" "," . . , ' , , . , . . , , 54 Ta. Enlel 'he 11II11.., ot line 52 or line 53 herO .nd on line 1.0' Schedule G Form 1041 , , , , , , , , . . , , . , .' ~ 84 eM 7 1041DI2 NT' 11m OLD 2111 P'110 2 116 4 4. 95.697. 20 727. 1 650. 1 650. 20 727. 20 727. 7 287. 1 650. 20,727. O. 95 697. 95 697. 19 139. o. O. 116 424. 116 424. 26 426. 45 183. Supporting Schedules - 1997 Page: 1 Name: MARY KOLLAS ESTATE EIN: 23-7928099 ..................................................,....................... Form 1041 - Fiduoiary Income Tax Return Line 2 ~ Dividend Income Dividend Source Gross Capital Non- Fed. Amount Gain Taxable Exempt State Exempt Fed. II/H -----------------------------------------------------------------------.--- SALOMON SMITH BARNEY 22,657. O. o. o. O. O. ------- ------- ------- ------... ------- ----...-- 22,657. O. O. o. o. O. __Ill___. ____lIll_. ....--...... ---.."'. ---_.:1_- --...-.- Total Form 1041 - Fiduciary Income Tax Return Line 15a - Other deductions NOT subject to the 2' floor ------Tax-Exempt Allocation------- Misc. Item. Ded. NOT subj. to 2' Direct Allocable Non-Allocable -----------------------------,--------------------------------------------- UTILITIES O. O. 1,190. MAINTENANCE AND UPKEEP O. O. 140. ---------- ---------- ---------- Total O. O. 1,330. -"---_._--= _Wl____ftlIlII=-:rII ....---... Schedule D Line 6 - Long-Term Description Capital Gains and Date Date Acquired Sold Losses Sales Price Cost/ Basis Gain or (loss) 28' G/L col(g) -------------------------------------------------------------------------- ~ER ANNUITY GP 07/07/97 03/23/98 329. 284. 45. CBS CORPORATION 07/07/97 03/23/98 26,314. 19,300. 7,014 . CARLISLE COS INC 07/07/97 03/23/98 288,135. 211,875. 76,260. DQE INC 07/07/97 03/23/98 3,50l. 2,916. 585. PECO ENERGY CO 07/07/97 03/23/98 4,300. 4,306. -6. PP&L RESOURCES INC 07/07/97 03/23/98 27,669. 23,925. 3,744. SPRINT CORPORATION 07/07/97 03/23/98 14,132. 10,388. 3,744. 360 COMMUNICATIONS 07/07/97 03/23/98 2,024. 1,167. 857. US AIRWAYS GROUP I 07/07/97 03/23/98 7,132. 3,678. 3,454. --------- --------- 95,697. O. .....--... ~-.._.III--- , , 4 :r :r . C C . ~ U1 C 7 C l'" l/" . . 10 11 12 13 14 I 111 i II 17 p, 4' . "'7 PENNSYLVANIA INCOME TU RETURN PA 0' 11111 eommonwllllh of PlI'nsytvlnll PA.-' of Rown... ' , P~EASE PRINT IN BUCK INK Nallll 01 E.tlll 01 TNII (See InIIIUC!lOnS) -I 97005:L0044 MARY ItOLLAS : Nom. and Tiill 01 Flducllry EST ATE , , Fldtrel Employer IdenllfiCtllcln Number 237928099F Decedenl'l Social SlCurlty Number Amendod PA'" 1.1f tiling on emendld roturn, fill In Ihl. 01/01, = Fllcol V.., filii., "M.ln 1h!1 ,,"I. _ FVbqI""'l!-I'!.J g7:lIldtndl1Q.!J~ g.l!, '-,'jl) c"WdLe/t:U- . '... - ~ '. W. It 0 L LAS , C. It A N G A N r S SllHt number and NlmelP,O, 80., lie, 1 104 PER N WOO 0 A V E C 0 E X. 2 0 8 2 4' 8 0 3 2 School Code 2 1 1 1 0 c., IInMWAIIIIAOOft... CHANGI, II ANY GIllie atMrf. 1~!OIlftl~on II '"'I';' tlOlft '(Q'I' ! Type Flier. F~ In !hi. 0\111, 1",PA41 lIII-itIIllIl....lIl11tllNl...r./wilgtd, a/toptO'ridllllltllllNaMlllPCOOe of' Relldl"t Nonre.ldent ....CItf.lO'lII'IIaNp'bofolIth.OI'~~ty""'''lIltcl<<tndlnlli'itdOfll\fHttlt'r"ldtd N ~ "'''' I II Flnll RIMn, OIlllon I.. IIHI .- FIilIn1hl.OYaI~ltty. EnltrEndIngOII,,: _--!_J_ If you do rMlIwtnt ' F 0 I ,",PA-4' ~ TAlC Boo6dtt next Vllt. ... If "",*." "" If "" r......, MM, UUd -... ," 1iifoM... 1ft_ ,It","" 1M IltIcNMMI 1f.t1 till """;-"'111'" ~...... - - .-- L 97005:L0044 . City, or Poll Oll~e C AMP Slale ZIP Code A"ach oil rsqulred aupportlng Pennlylvonla Schedule. 04, or 5 i'l LOSS, IIII-l" th. " ov.lalonQ.1dI the amounl .rea. 'I Ooilor. Cents 22657 3 4 95697 H ILL P A , 1 7 0 1 1 1 1 8 3 5 4 118 3 354 314 -~_..._-._-----_._~- Oeyllme Telephone Number .-._"1.. ... School DI.tllct Name.nd COde. whtre de<:edenlli~ or ""lor letldld. . ... -'. -.. TOTAL PA TAX LIABILITY, Multiply Line 9 by 2,8% (0,028) ..."......................... 10 1"7 ESTIMATED PAYMENTS Ind CREDITS Irom ,g9tl PA,41 ... .. . . .. . . . .. . .. ........,.. 11 TolIIl CREDIT kif TAXEB PAID by PA RESIDENT ESTATES ond TRUSTS to OTHER STATES.. COUNTlIIES AttachPA"_IoiIIQ..~K.l ..............,.......................,.......,......... 12 TOTA~ OTHER CREDITS, Irom PA Schedule 00, ................................... 13 ll1t7PAYMENThnd CREOITS. Add Llnall',12, and 13 ......................,................ 14 TAX DUE, Line 10 Is molO lhan Une 14, Sot InlllUcllon. t.. How 10 Poy ond u..lI1o PA. V, ,............... 15 3 3 1 4 Meke check or money order payebl8 to PA DEPT, OF REVENUE, U.. YOllr PA.V tOlm, See the Instluctlono on HOW TO PAY. II CREDIT ..AMOUNT 01 LINE 18 Y'" wlnl as a credit 10 lhe 1998 EBtlmeled Tax Account 01 Ihe estate or Irust.. 18 THI TOTAL OP L1Nle 17 Ind II MUST IQUAL UNlle ................. It .......1..... ..I'............ MIll "'"'..... ..llllm'Ill'JIllI......... .11.....,_" III NIt If ., 1IIIef,1I11 -. ctntcI............ H.me: CARLISLE 1 PA TAXABLE INTEREST INeOME. Complete en A I' over $1,000, """""""", I PA TAXABLE DlVlDENDS INCOME, Complelea tac aduleBlfover$l,ooo. ,,,,,,,,,,,,,,,, 2 3 NET INCOME or LOSS 110m Ope'ltlon ot I If, Pro,...lon, or Film, ~ ffotn'Alohedw.llC.',C-F,l'eooncll...kln,"K.l,N"K.1....lnttrvatlon.. ........................ '--' NET GAIN or LOBS Irom thl Bait, F...hlng., or DllpolltlOR 01 Property ftOftI ,...1chectutI D, Dol, 0.11, """, N"K.' . ... tnatntctlon.. .............. . . . . . . . . . . . . . . . .. f:::; NET INCOME or LOSB I,om R.nl., Roy,""", PIl.nt., 0' Copyright. ffOftIlohedule(.).,..".l,H..K.l....""'truction.. .........................."..........'~ 5 EBTATE .nd TRUST INCOME, -.... I _klary 0'_ hlMel') or _W'), ftOMIcha\lIWIlIJ.Donotutllfrldtrlllohadu..K<1 ....lnltrucikHl..... ... ...,........'..... ... ,..,...,.""" ...", 6 TOTAL TAXABLE INCOME. Add"" ,,,,I...... "om U,," 1,2,3,0,','00'. DOHOTUII...NV LO.... ".PO"TlOON LtNI",4, Of.TOCALCUL...TIILIHI f, ......,................. 7 DEDUCTIONS ITom PA BCHEDULE DO .......................................... 8 NET PA TAXABLE INCOME. Subtrlct Line 81rom Line 7, .............................. 9 OVERPAVMENT. Llnl1411morelhan Line 10, Enlorlhedlfforencohere, ,............."".,....,...".. 16 REFUND..AMOUNT 01 LINE lSycuwontola.hIckmalledlolhoa'ialtorlruSI. ,.,.. ,...".....,.,..,... 17 nr'" '-, f1 '\' "1' BARBUSH , HOPFMAN CPA's 10-14-98 717 761-2801 ----..-'-'-.---.------..-~_.-_..".----iHvOlrM(jstFiL!-iy.APAiC1(1.-'.. -,- __~.__n____'_'_'. ~. EC FC 97005:L0044 -I - . . . . . . . . - . . - . . . . . - . . - . - . . . . . . . . . . - . . - . - - . . . - - . . - . . . . . . . . . - . . . . . . ~~ 15- Iq.,{ ../ IUllAU Of INDIVIDUAL TAX.I I~ITANCE TAM DIVIIION IIl1'T, II"'. _1_. PA 11111-1611 COMMONWEALTH OP PINMIVLVANIA DEPARTMINT OF RIVINUI NOTIOI OP DITIRMINATION AND AII.18MINT OF PINNIVLVANIA IITATI TAX IA81D ON PIDIRAL ISTATI TAX RITUIIN ,~ ~ (~ .. ..,.........,,,...,, ); WILLIAN C KOLLAS 805 KIEHL DR LENOVNE Cl';,;i . PA 1704~.~L'ln 11-30-1998 KOLLAS 07-07-1997 21 97-0601 CUMBERLAND 201 IA_..fftMi1~-l MAKI CHICK PAVAILI AND 1I1"IT PAV"INT TOI DATI ISTATI 01' DATI OP DIATH F'LI NUHlIR , ~OUNTV ACN "ARV (. " REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 . NOTE I To in...... ,.....r 0....11 t to your ...o_t, ......1 t the _r porUon of thS. fo... with your to. ..._t, CUT ALONG THII LINI ... RETAIN LOWIR PORTION FOR VOUR FILlS ~ iliV:4iY-ix--iFP-Toj-."'r----iii-Niificl-op--liiTIRMiiiAfiiirniili-Asliii'i'liiNy---------------------- ------ OF PINN8YLVANIA ESTATI TAX IAIID ON FIDERAL ISTATE TAX RETURN .. ISTATI OF KOLLAS MARV FILE NO.21 97-0601 ESTATE TAX DETERMINATION ACN 201 DATI 11-30-1998 1. Cr.dit For St.t. D.ath Tax.. a. Varifi.d 83.605.00 2. P.nn.ylv.ni. Inh.ritanc. T.. A......d (Excluding Diacount and/or Int.r..t) 103.967.19 3. Inh.rit.nc. T.x A......d by Oth.r St.t.. Dr Tarritori.. of the Unit.d St.ta. (Excluding Di.count and/or Int.r..t) .00 4. Total Inh.rit.nc. Tax A......d 103.967.10 5. P.nn.ylv.ni. E.t.ta T.x Du. TAX ORIDIT81 PAVMENT DATE DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID RECEIPT NUNBER TOTAL TAX CRIDIT .00 IALANCE OF TAX DUE .00 INTlREIT AND PIN. .00 TOTAL DUI .00 ..~, "$lID AnEW THIS DATE, .IEE WEVEIlSE IIDE (If TOTAL DUE IS LESS TIW4 t1, NO PAYNENT IS WEllUIRED POll CALCIIl.ATIOll 9F ADDITIONAL INTEREST. IF TOTAL OOE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY IE DUE A REfUND. SEE REVERSE IIDE Of THIS fORM 'OR INSTRUCTIONS.) .00 12-07-1998 KOLLAS 07-07-1997 21 97-0601 CUMBERLAND 202 f-' ~=-::~=3 MAKE CHECK PAYA.LE AND REMIT PAYMENT TOI " or ., (" ' 1Il..AU OF INDIVIDUAL TAX.I . INHlWITIHCl TOM DIVIDIOM IIIPT. """ HAWWlllUIO. PO 11121.'611 1II'.r-"n~"_'''" _. ..-.-..-- NOTICI OF DITIRMINATION AND ASS.SSMINT OF PINNSYLVANIA ISTATI TAX .ASID ON FIDIIIAL CLOSING LITTIR DATI ISTATI OF DATI OF DIATH FILl NUNlIR COUNTY ACN WILLIAM C KOLLAS 805 KIEHL DR LEMOVNE ~A 110~3 ". IIv.,i,k.""UI.m MARY REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 HOTE. To lnou.. proper oredlt to your aooount, .ubolt tne upper portl"" of thlo fore with your to. pey.-nt. CUT ALONG THIS LINE ~, RETAIN LOWER PORTION FOR YOUR FILES ~ Ri!ii:'!1r-ix-.AFP--{i!~-97i-----iii-Niifici--iF--DiTiii"iiiAfiiiN-AiiD-AiiiiiiiMENir---------------------------- OF PENNSVLVANIA ESTATE TAX .ASID ON FEDERAL CLOSING LETTIR .. ISTATI OF KOLLAS MARV FILE NO.21 97-0601 ACN 202 DATI 12-01-199B ESTATE TAX DETERMINATION 1. Cr.dit F~r st.t. D..th T.x.. .. V.rifi.d 2. P.nn.y1v.ni. Inh.rit.nc. T.x A...s..d (EKcluding Di.count .nd/or Int.r.st) 103,967.10 3. Inh.rit.nc. T.x A......d by Oth.r Stat.. Dr T.rritori.s of the United ~t.t.. (EKcluding Di.count .nd/or Int.r.st) 83,605.00 .00 ~. Tot.l Inh.rit.nc. T.x A......d 5. P.nn.ylv.nia E.t.t. TaK Du. 6. Amount of Pann.ylv.ni. E.t.te T.K Pr.viou.ly A......d Ba..d on Fad.ral E.tat. TaK R.turn 7. Additional Pann.y1v.nia E.t.t. TeK Du. TAX CRIDITSI 103,967.10 .00 .00 ,'"'\'- , J'~ .I C' ~:.. .00 ':1 , (" PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) f' TOTAL TAX CRIDIT ,00 .ALANCI OF TAX DUE .00 INTIRIST AND PIN. .O[j TOTAL DUI .00 'If ,AID AfTER THIS DATE. SEE REVERSE SIDE elf TOTAL DUE IS LESS THAN II, NO 'AYHENT IS REQUIRED fDR CALCULATION Df ADDITIONAL INTEREST. IF TOTAL DUE IS RefLECTED AS A "CREDIT" CCR), YDU llAY IE DUE A REfUND. SEE REVERSE SIDE Of THIS fORM 'OR INSTRUCTIONS.'