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Home My WebLink About81-00584 No.21-81 5Ntl PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of Patri~ia Kourkoulis . deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petltloner(s) Is (are) the execut or named In the Last Will and Testament of Patricia Kourkoulis dated October 6, 1980 Decedent was a citlzen of the United States and a resident of CA",[, IT; 11 ~ 11(.& Township (OoreijO"), Cumberland County, Commonwealth of Pennsylvania. Decedent died on '1'hll1""il"y the 4th day of ,TlIne A.D. 19..JlL, In the County of ClImhp 1"1 ,mil ,State of Penna. at the age of ...&.L years. Decedent has (has not) been married and has (has not) had children born to him (her) since the ex, ecullon of the above described Will, f1, _ Decedent was possessed of personal property to the value of. J .~. () {I 0 , 00 . and of real estate to the value of (L.,rvV as near as can be ascertained; said real estate situated as follows ~ Therefore, your petltloner(s) respectfully apply(ies) for the probate of the said Last Will and Testa, ment and for Lellers Testamentary theron, Dated ~ U: If wi ~~ Name and address "John H. Cuthbertson of Pelltloner(s) 512 Spring House Road Camp Hill, Penna. 17011 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF CUMBERLAND ss ~ II. 6..JjJ!..d~ u named In above application, being duly ~...... statements set forth in this petllion are true to the best of . iccordlng to law say(s) that the ,./\.J.A knowledge and belief, and subscribed before me, August 18. 1981 ~.7~lIA1l ([;'., 0~"-~4-/ . ~ ~er 'di" h"J L}i(.. hIe~~ I <;// /1 ..., _. '/!":./I<.',{.'~.o..1 I'(~ I ?II.",?' ,:I s ll/r? Flled:September 23. 1981 Allorney 1/-3Ii'.' .~ \ :,'; ,;? J" ( OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND who. being duly "'.., -;;"'..... Before me. the Register for the Probate of Wills and granting of Lellers of Administration in and for the County of Q I? ' '"JI.? . I (/ifvv., /t . 0..!; l.J! '" ")-1 ~ ,-. ,do IV- depose and say that as 6J--~I;::.::C, /).' fJ ?rj~t.(.ljJ' \: ().wJ!0-<,~ deceased Cumberland. personally came of the last Will and Testament of also will diligently comply with the provisions of the law relating to Transpf Inheritances. and subscribed before me. A.D.. 19_ ~ - ~")'- ; Register will well and truly administer the goods and chattels. rights and credits of said deceased according to law, And .,,; III .. 00 a> c;1. tIl . III ~r a: .' , OJ " III cr.:. "'c';':" C ,'~ ; . .:~ .:1 .- ~~.~ "d c; 1,,0.:.... ~~ 0 ;;;: J\..., u.. ~~ .C-J .,(...... 0(.."; 'u::; 0 Uw .- ....'- ~cr ~ ..j'-' u ~ ...J 8 !:l:l . ...J - - - ,~ ~ ~ c: ,~ 'C III 'C 0 ... Z 0 OJ Ql r. ~ 1l - S 'C - 0 c: ~ ,~ '" r:o. Z ~ C\l DE(.REE Be it remembered that on the day of _.A,O..19_. there was probated and late of recorded the last Will and Testanlent of , Cumberland County, Pennsylvania. Deceased. Lellers were granted to Witness my hand and official seal the day and year afC/resaid, 575 Resister " ... ~ ~ (1 N ~~~ 0 ~ ~ _. , '/. ~" ~ ~ 10. ... .,.,. . o ,. 0 0 ~'1~::: . ~ ..l Z ~ . ~ ;, ~.~. :; . ~ " ~\ ~ ~ ~ '\: , <1l III ::l <1l0M U.<:: .-I ,,-l.+, 0 "-'\.<t- "-'::l.-l 00 U lJl>< .-I+' .-II:: ,,-l ::l :;:0 u..: "-' P< 0'0 I:: . \.<cO<1l <1l.-l.-l +'\.<lJl .~~<1l::: 0\ \.< <1l cO t>:UU III .,-l :3 <1l ...:l . U >< \.< cO :>: .. Z E-< ;t LAST WILL AND TESTAMENT OF PATRICIA KOURKOULIS I, PATRICIA KOURKOULIS, of 620 Lisburn Road, Camp Hill, County of Cumberland and the Commonwealth of Pennsylvania, being of sound disposing mind, memory and understanding, do hereby make and publish this my Last Will and Testament, hereby revoking any will or wills heretofore made by me. FIRST: I direct that all my just debts and funeral expenses be fully paid and satisfied as soon as conveniently may be after my decease. SECOND: I giv~ devise and bequeath my Wedding Ring and my deceased Mother's Wedding Ring to my granddaughters Kristin Renee Cuthbertson and Stacie Elayna Cuthbertson, to have and to hold forever. THIRD: I give, devise and bequeath all of my estate real, personal and mixed whatsoever and wheresoever situate in equal shares to my three children Carole Cuthbertson, James Paul Kourkoulis and Angela Kourkoulis to have and to hold forever or their issues per stirpes. FOURTH: I direct that in the event that my son James Paul Kourkoulis shall not have repaid the $13,000 debt owed to me by him, prior to my death, that this debt shall be deemed part of the assets of my estate. FIFTH: The $13,000 owed to me by my son James Paul Kourkoulis shall constitute part of his sharE of my estate and shall be deducted sn -, r-. from his 1/3 share of the total assets and the net amount after deducting this debt shall be distributed to him. SIXTH: I do hereby nominate, constitute and appoint my son-in-law John H. Cuthbertson, as executor of this my Last Will and Testament. I direct that my son-in-law, John H. Cuthbertson, shall not be required to post bond in any jurisdiction in which he may act. SEVENTH: I give said Executor the fullest power and authority in all matters and questions, including but not limited to, the complete power and authority; to sell at public or private sale, for cash or credit with or without security mortgage or lease and dispose of all my estate real, personal and mixed whatsoever and wheresoever situate, at such ti.me and upon such terms and conditions as he w~y determine and without court order. IN WITNESS WHEREOF, I have hereunto set my hand and seal the 6th day of October, 1980. tii};(t"l'; /1(-:~<'f.Ji./:,.- k . (SEAL) Signed, sealed, published and declared by the above named PATRICIA KOURKOULIS as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names at her request as witnesses thereunto, in the presence of said Testatrix and of each other. deo..u.:daJ ~05.h(t !~' Residing At: J"I() Y/a.( tf,., ;r.'~~II-1 J.t'. r' ~ Jrl.-'o JI/<f'J. //Ct. I" q 5 7- .; J5j . rft, \I .,; ,.... ~ t....../'\.A/ l'IOCi Residing At: "J,; / fr...... r-- I j .lll\! ", J ~. .). I, " ,', .').......-\' "'., r-. . . ,... , '-' .1 i4-r'r ~ )... i. \. ~""~ I 573 ~:': <X. <a: oc .... . .~. l~ . ~::~~ [:(''''' t~t~ ;::; ..... Cf. ... 50 '," "'~"'. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYL VANIA ss: COUNTY OF CUMBERLAND Cumberland, personally came Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of '1J,,,, )/, ~.v!M~J.u....... (j -I- ,do "A.. depose and say that as [;kC-<:.lv\;' of the last Will and Testament of ~ j-v.~ !..;(}<.(/,f,J, deceased who, being duly AA./.'!.'VV" will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. and subscribed before me. August 18. A.D., 19ID-- ~z '/'}l (!..~ Register '.-'~ . .., :'ti OC; dO '. ~-> '16 I. . , :", ,. :4> L rr. .;~ :" c,:,l - :';..J :4> wI.. ~ ... ., :Cl c..1.' ~. ' '...l.J C::1I: Cic ' c> w: Ot;. :.::.... UL.I..I 0:5 U. .e<: ~oc - ~u .-i: 50 (-' ::1: 0 0: .::t, -": '".I 10.: :Z) co: ..J ::1: l!'\ 0: Ii') .: ..J ~: .-i, <Ill co: " - .,-1: .-i: S CJ: ~l (\J, .r-!: 10.: eel +>: <Il: . , 0 il<, T""' , Z C\I~ s 0 .5 '" Z t>J , a:l C'l ..... l.O: co: ~ "1 (\J: .Ill 10.: 8 l\): Q:l ~! - l\): ~ +>: . oj u: l\): c:: ...,: 00, .~ cu; 'tl 4> N: 'tl .... r-: 0 U'l~ " ~ 4> ] 'tl bO c:: '" .~ '" Po. ~ DECREE Be it remembered that on the 2 3rd day of September ,A.D.,19~, there was probated and recorded the last Will and Testament of Patricia Kourkoulls late of Lower Allen Township , Cumberland County. Pennsylvania, John H. Cuthbertson Deceased. Lellers Testamentary were granted to Witness my hand and official seal the day and year aforesaid. ",. . 577 . ./ I '" ea.-cd Register J REV. IS47EX 13'B3) BUREAU OF ACCOUNTS SETTLEMENT PENNSYLVANIA DEPARTMENT OF REVENUE P.O. BOX 2055 HARRISBURG. PA 17105 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF OEOUCTIONS. ANO ASSESSMENT OF TAX ACN 101 DATE ESTATE OF KOURKOULIS PATRICIA FILE NO. 21 81-0584 OATE OF DEATH 06-04-81 <<OUNTV C.l!liaERLAIiR N~TE: TO INSURE PROPER CREOIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS, AGENT" . LEON P HALLER 1719 N FRONT ST HBG PA 17102 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - .. - - - - - - - - - - - - - - - NOTICE OF INHERITANCE TAX APPRAISEMENT, REV. IS47EX (3-B3) ESTATE OF KOURKOULIS PATRICIA ALLOWANCE OR DISALLOWANCE OF OEDUCTIONS ANO ASSESSMENT OF TAX FILE NO.21 81-0584 ACN 101 OATE 04-04-83 TAX RETURN WAS: (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - S~S-BEVERSE APPRAISEO VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Re.1 Est.te (Schedule AI 2. Stocks .nd Bonds (Schedule BI 3. Closelv Held Stock/PartnershIp Interest (Schedule Cl 4. Mortgages and Notes (Schedule 0) 5. Cash & Miscellaneous Personal Properly (Schedule El 6. Jomtly Owned Property (Schedule F) 7. Transfers tSchedule G) 8. Total Assets I CHANGED ( 1) ( 2) ( 3) ( 4) ( 51 ( 61 ( 71 .00 22, 381.11 .00 .00 14.637.96 2,875.32 10,562.97 ( 81 50,457.36 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous E.penses (Schedule HI , O. Oebts/Mortgages/L'ens (Schedule I) 11. Totll Deductions , 2. Net V.lue of T.x Return 13. Charitable/Governmental BeQuests (Schedule J) 14, Net Value of Estate Subject to Tax NOTE: If In assessment was previously tssued, ltnes 14, 15 and/or 16 and 11 wtll reflect ftguras th.t tnclude the total of Jon retul"'ns assessed to date. ASSESSMENT OF TAX: , 5. Amount of line 14 taxable at 6% rate 16, Amount of hne 14 laxable at 15% rate 17, PrincIpal Tax Due TAX CREDITS: ( 91 (10) 5.114.59 56.67 1111 5,171.26 (12) _~286.10 (13) .00 (14) 45,286.10 (15) (161 45.J86.10 .00 ~06= 2,717.17 ~15= .00 (17) 2,717.17 PAVMENT DATE 03-05.:s21 03-04-831 INTEREST IS CHARGED FROM 03-05-63 TO 04-19-83 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.' . IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION OF AODITIC"Al INTEREST RECEIPT # DISCOUNT (+) INTEREST (-) AMOUNT PAID 010856 070643 .45- 138.17- 2,000.00 717.17 I I TOTAL TA~ CREDIT l l BALANCE OF TAX_DUE I INTEREST -,--- ! TOTAL DUE 1- '____ I 2. 138.62 2.79 141.41 ilf E.i.net' Due' IS. irss th,n ",00 no payment IS. reQuiredl f{rcr". ' '0". ! Discount: RESERVATION: In the event that any future interest in Ihis estate IS transferred in possession or enjoyment to collateral (Class Bl heirs of the decedent after the explritlon of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance taxes at the lawful colllteral (Class 8) rate on any such future interest. PUrpO$B of Notice: to fulfill the requirements of Section 709 of the Inheritance and Estate Tax Act of 1961 (72 P.S. .eclion 2485-709). Objections: Any party in interest not satisfied with the appraisement. allowanc~ or disallowance of deductions. or assessment of tax (including discount or Interestl as shown on this Notice must object within sixty (60) days of receipt of this Nottce. Objections may be made as follows: - by written pr01est to the Department of Revenue. Board of Appeals - by electing to have the matter determined at audit - by appeal to the Orphlns' Court If any tax due is paid within three (3) months after the decedent's death. a discount of five percent (5%) of the tax paid is allowed. . the discount penod is c.lculated in calendar months. Example: date of death 1 - 15-82. discount period expires 4-15-82. Interest: Except for tax on a future interest. Inheritance tax becomes delinquent nine (9) months from the date of death. . Inheritance tax on a future interest b~comes d~ljnquenl .1 the e);pir,.tion of tl1rE't" months from: - the date of election to prepay or - the date of deat,", of the life tenant or annuitant Interest is calculated on a daily basiS from - delinquent date to date of paymenl on a'w tax unpaid on delinQuent date - date of last delinquent payment to date of payment on anv unpaid balance. Interest 1$ charged 'I the followmg rates: Delinquent Date Annu.l Interes1 Rate Daily Interest Factor 5/2714310 .nd .ncludlng 12131181 1 I 1/82 to .nd oncludong. 12131/82 1/\ 183 \0 .nd .nclud.ng 12131/83 6% 20% 16% .000164 .000548 ,000438 Es;t.tes lhat become delinouer'lt on or before December 31, 19B, will maIntain I constant Interest rite. The rate In effl!\ct when the lax first becomes deltnouent Witt rpmlln constant until the delinQuent bll.nce IS Plld In full. Est.tes th.t become dt"hnQuent on or after Janulry 1, 1982 WI!i cont'ln a v'"lble Interest rite. Thus. I,xps thai temaln outstandIng from calendar velr to calendar velr Will be subject \0 different rates iT'i effect on each Januarv 1. INTEREST' BALANCE DF UNPAID TAX X NUMBER Of DAYS X DAILY INTEREST fACTOR. If a tn balance remains outsundtng for more than ont!' calendar yelt, a stparlle tnterest determination must be mlde for nth vear a1 the appltcable rile. (Only one calculation is necenarv If the estate mllnta~ns the const,n1 Interest r'le.! Anv Notice Issued aHtcr the till. becomes delinquent Will f efl'Cl .~ Inlerest calculatton to fifteen 051 dayS beyond the dlte of the auessment. It Plvmtnt tS mlde ,Her the Interest computation dlte shown on the NOhce. additional Inte'~sl must bl' cllculated. To Remit Payment' Detach the top portIon 01 thiS Notice Ind 5ubml1 With vallr paymtnt to th, Reg1st.r of WIllS of tne county shown on the Notice , Addreu Information IS hst.eI on Plgr 13 of the booldet "Instructions fat InhenUlnCf Tn Return for. ReSident Oee.lS"nt." MtlI.. chock Of moM'Y order QI~Jble to: i (i bIU.I LUUJ.[d hcn1 .si,ili 4' -8 t;1~ .t'I.I!)H.(~' ,. !21 ti~,,-..q - -, tI IF' . . .'l '~i.~" .. 'INHER;TANCETAXRETURN ,=,'.".',:')"<i'...',l'iH t r NhN'.I\\VANtA. . RESIDENT DeceDENT ;Jj ,.~ l'/,"'M\'H CP ~r\'~NU~ .. L:. . 'l.,!l't"',u f;VA:'~~~l~TlOH Filn Number - . ~AIIPI'lhJ~~ r^ 1110\ .. (lo.~=""'=~r"~~"'--:C= .__ ___ ,=..::c-.-=.::. ___-:-~::-.,.,...~-"",..:_~ ....."....-=:~:.--.,-: _,;"".,:""-","""~_'~.-=-,-''''''''''':'r>C..-r.-,,,,,=~'''''''''.=-""T~-===- II Oeced9nt's Nll111tt (last, First, and Mi~dle Initl:!!) Dcc,~J~l\t's Addrcu e KOllrkoulis, Patricia 620 Li.sbllrn Hoad pr.CEAS n - .. I So,ill S~curity Number 0,1' 01 DC3th Camp HUl, Pcnnsy lvania 170ll 205-16-7754 6/4/81 +-- CIIECK \1, Ori,inal R!lurn 0 APPilll. rRM TE BLOCKS PI - lJs:'rt( 2, Supple",.nt,1 Relurn 0 3. Rem,inder Helllrn 0 4. We Estate 0 5. Feder,l EstateT.x 0 Relurn Required. 6. Decadent died taltate Q 7. Dacedent meintained a living 0 8, Tot,1 Number of safe 0 -" (Allach copy of Witll trust (Attach copy of trust! deposit boxes inventoried All correspondence and confid,ntialtax Information should be directed to: CORRE. SPDNOl:~!T !lam. Leon P. Haller llECA~lr. UtATlorJ AND CALCU. LATION ./: ~ Address 1719 N. Front St. T,120hon. No. 234-4178 Zip 17102 St~t!-EA. City Harrisbll ( 11 9 ik 21 ?'? . ~Al " ( 31 n ( 4) 0 ( 5) 14 , (.;17 qt:; ( 61 ? R7~ ,? ( 7) 1 n . ~~? q7 ( 91 <; , 114 I:;Q (10) ~~ ~7 Re",pitul.tlor. 1. Real Estata (Schedule Al 2. Stocks and Bond, (Schedule Bl 3. CI"el'/ Held Stock/Partnership Interest (Schedule C! 4. Mortgages ond Note. (Schedule 01 5. C3Sh & Miscellaneous Penonal Property (Scheaule EI \ C. Joinlly Ol'",ed Properly (Schedole Fl 7. Tronsters (Schedule Gl 8. Tol,1 Gross A"ets (tot.1 lines 1-7) ~. Funeral Expenses Administrative Costs/Miscellaneous Expen.", (Schedule HI lQ. Debts/~lort;Jage./Li.ns (Schadulell 11. To;,1 Deduction. hotallines 9 & 101 12. Net Volue of E>tate (line 8 minus lioo 11) 13. Charitable Bequests (Schedule Jl g. Net Valuo subject to tax (lino 12 minus line 131 (81 50,457.36 (11) 5,171.2~ .1121 45,286.10 (13) 0 (14) 45,286 .10 ENTERED MAR 09 1983 Computatlon ofT,. 15. Amount olline 1413xoble at 6% rafO (include .alues from Schedule KI 15. Amount of line 14ta.eble at 15% rate (inciud. \'.lues from Schedute KI Prindpalta. due (add tu from line 15 plus tax from line 161 Total Prior ~cymenlS: (el Amount raid (bl Pius Discount (cl Minu. Interest 19. 801,nce Ou. (line 17 minu. line IS1 Make Chel;k rayabloto: Regilt., of WillI. Ag.nt ... PLEASE RECHECK MATH." X.OB._..2-2!-2:_17 (151 45,286.10 '_ .0 x.15e o , . ,(~~I- - ~. (17) .. ?,717 17 17. 1~. 2,000.00 (lS) 2,000.00 717.17 (191 L.- -- Under p-n-,I:in 01 pariuIV.1 d..l'lllth,tl ilav, ,,,.,;ne" this return, including .ccomponying sch.dules and stalCm.nlS. and to tho best 01 my ~nn."".dg. e elief. it i: true.~D t, and complete. De,::tarztion of preparer other dUIn the per$on:ll rppresentative,.'S b~scd Oil ~~I ir.fllrmation of which prf>t1Jrefh.>> 'nYikiw!e~,.: / ' ,./ / ~ I=J' , '/.' J' / I, 1-(.1'...\.0' /I LINtt~1 C.;.(C.....{l1./ .::;;~f.~~,~( . ~117/D_ .. GNArUr,E?F PERSONAL REPRESENTATIVEISI (~I-~:f."~~~t( /' 'r. ();, I I ' DATE ,;tf;~ (~ ____. ~~;~:~~~;~,F~~ntl;i~~e-;- -- SIGNATURE OF PREPARER OTHER THAN nEPP.fSENTATIVE ADDRESS 1';"'1011'+ 1...11 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN . RESIDENT DECEDENT ESTATE OF . . . ' SCHEDULE "B" STOCKS AND BONDS Kourkoulis, Patricia All propenv ,olntlv-owned with RIght of Survlvonhlp ,nun b. dl'clotelf on Sr.hedul. "F'" FILE NUMBER ITEM NUMBER DESCRIPTION VAtUE AT DATE OF DEATH 1. Wean Bonds 5 1/2% Convertible Debentures _ due 1993 1,935.00 2, 100 Shares Duquesne Light at 12 1/4 1,225.00 3. 1973,637 Shares of American General High Yield Investments 19,381.11 -- ./ TOTAL IAI.o enter on lin. 2. Recapitulationl 22 54 ",....__J (If mortltpKe b n-..eled ~""" Ilddltlo".1 ahMft of ..me ,II.) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN , RESIDEN... DECEDENT SCHEDULE "F" JOINTLY OWNED PROPI:RTY ESTATE OF Kourkou1is, Patricia FltE NUMBER CThl.lChtdul. mutt ba compl.ted If th. d~ed.nt. at th. tlm. of hi. or h., dllath. ownMt .ny prop.rtv III II Joint unAnt with th, right of survivorship.) Joint tenant(s): NAME Angela Kourkoulis AODRESS ox 315, R.D. #3 over, PA 17135 RELATIONSHIP TO OECEOENT Daughter Kristin Cuthbertson 512 Springhouse Rd. Camp Hill, Pa. 17011 Granddaughter Carole Cuthbertson 512 Springhouse Rd. Camp Hill, Pa, 17011 Box 315, R.D. #3 Daughter , Jolntlv owned property: ENTER ITEM LETTER FOR DESCRIPTION OF PROPERTY TOTAL VALUE DECEDENT'S DOLLAR VALUE OF NUMBER JOINT TENANT OF ASSET % INTEREST DECEDENT~INTEREST 1. A. 100 Shares Curtis 4075 50 2,037.50 Wright Publishing B. Certificate of 1300 50 650.00 Deposit CCNB C. Checking account 220.60 50 110.30 CCNB - 016-003739-6 D. Savings Account 115.04 50 77.52 CCNB - 016-113040-6 TOTAL IAlso enter on line 6. RllC.pitulllionl S 2,875.32 .tf mctf'e ...1........ ,....., ....dJll\la.111hNh.f teme .11.) IIiV:UIOfX+ 19.11) COMMONWEALTH OF PENNSYtVANIA INHERITAlI:CE TAX RETl'RN RESIOENT DECEDENT ESTATE OF SCHEDULE "G" TRANSFERS FILE NUMBER Kourkoulis, patricia 1. Did decedent make any lifetime transfer of property without receiving a valuable and adequate consideration which was to take effect In possession and enjoyment at or after death, or in which the decedent retained either: YES NO a. the possession or enjoyment of or the right to Income from the property transferred? or, b. the right to designate the penons who shall possess or enjoy the property transferred or income; or c. a reversionary Interest? x ------------ - - - - - - - - - - - -- - -- ---- _x 2. Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay Income to, or for the benefit or care of, decedent? x ------------ -- ------.----- ---...--- --- 3, Old decedent, at any time, transfer property, the beneficia! enjoyment of which was subject to change because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? -----------------.-- ----- ----- 4. Did decedent within two years of death transfer a material part of his or her estate without receiving a valuable and adequate consideration? X .-- --- -- -- - -- ------- - ------ ---- DECEDENT'S DOLLAR VALUE ITEM ASSESSED TOTAL VALUE % OF DECEDENT'S NUMBER DESCRIPTION OF PROPERTY VALUE OF ASSET INTEREST INTEREST A. Real Estate: 125 Hamilton Avenue 10,562.97 100% 10,562.97 1. Borough of Vandergrift westmoreland County, [Property pennsylvania sold 8/26/81 Transfer 5/14/80 to John & Carole Cuthbertson above value represents net proceeds] . , B. Penona; Property: 1. . TOTAL (Also enter on line 7, Recapitulation) $ 10.562,97 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW. ",,-UIIIX+tNll COMMONWEALTH OF PENNSYLVANIA . INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 'CO'DULE "0" J FUNERAL EXPENSF.S, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Kourkoulis, Patricia FI LE NUMBER ITEM NUMBER DESCRIPTION AMOUNT 1. A. Funeral Expenses: Columbia Flower Shop Francis Brady Funeral Home Kimmel Funeral Home Greek Orthodox Church of Vandergrift (service) Arthur Miller (graveside care) Dan Morrison Monument Co. (grave marker) Reimbursement to John Cuthbertson for wake 159.00. 1,135,00 1,500.00 200.00 30.00 377.81 445.00 B. Administrative Costs: 135.00 1. Personal Representative Commissions 2. Attornev Fees Purcell, Nissley, Krug & Haller 550.00 1. C. Miscellaneous Expenses: John Stone - car repair prior to transfer Pa. Dept. of Transportation (car transfer) Social Security Administration (refund of overpayment) 252.28 39.00 291.50 TOTAL (Also enter on line 9, Recepituletionl $ (If ~!P1IC8 ft nllldac: InMtt WdiUOntl' w...u of ..m. ..,.1 // 'CCi~if3 CCNB 8ANloC., N.A. MAIN OFFICE 331 BRIDGE STREET NEW CUMBERLAND. PENNSYLVANIA 17070 BANK (717) 774-7000 DIRECT Date November 13, 1981 . TO: Purcell, Nissley, Krul; & Haller 1719 N. Front Street Harrisburg, PA 17102 ATTENTION: leon P, Haller RE: Estate of Patricia Miller Kourkoulis Name of Decedent The fOllowing 13 a complete record of the above deceden ~ 's e.ccouuts June 4, 1981 Date of Death No. Type of Account Balance on D.:!tc or Death lIames on Account Da.te of Crcat.i:-:- Pl'incipal Accrued Int. . (All Owners) of Joint O.~hi.!!____ - Checking $220.60 None Patricia Kourltoulis :.. Carole Cuthbertson .3/24/80 Savings $153.81 $1. 23 Angela Kourkoulis Patricia Kourkoulis 5/14/80 Safe Deposit Box Patricia Kourkoulis Carole Cuthbertson F. C. , I . () ("0 L IHtzcman, V.P.-Oper.l'\.... \. I" .tti~,. ' AutttOrizl'J ~ir.UlL~lU'~ . HV.,~9E,'((I.a21 . COMMONWEAltH OF PENNSVIVANIA. ()(PAIltMENI OF REVENUE IUIllAU 0' IUMlNATION P. 0.1I0X 8:127 W.UISBU~G, PA 17105 NOTICE OF DECEDENT ACCOUNT STATUS '1-\-';6\ ..()('")~1..1 HH __________..15________ -_.~--_._----- -----------.---.-------...-...------ - .-- -- .. Neme -U:OSTl It IrSTl ,,,,oa.e Inltle', lCourkoulis Patricia H. .oc Ie. .ecumyro..otn cert III cere Numller DECEDEHT 205-16-7754 June 4 1981 IN'~ATIOH Dote of Deoth lMontnJ \U~ I \leer) <Cltyl, IIownl or IIownsnlp' '''ounty' ('a\"') Camp Hill Cumberland - HMle of Flnenclol I nstl tutlon CCNB Bank, N.A. ..... FIHMCIAL Address 331 Bridge Street, New Cumberland, FA 17070 INSTITUTION IN'~ATIOH Telephone Ho. ( 717 ) 780-2715 0 Check block If n8mB or address change Type of Account 0 Sovtngs 0 Checking o Trust @ Tlmo Cartl f1cete Account HumbGr 033-0018735 Account eolence Cl,318.24 ACCOUNT II nc I uOe I nterest to ClOt8 or oeom 1N'~ATlOH Dote obo.e Account wos Estobllshed April 22. li80 Ploce check In block below tf the account .os estoO' shed by 0 tronsfer of funds from onothor occount thot .os regIstered 10 the n""es of the some Joint owners ond enter tf1e lIate orlglnoll estebllshed. 0 Rollover Account -- Date Originally Es.tobllshed: Nome <~Os'fT <r !rst, <M.I.' Cuthbertson Kristin R. lFFlCIAL USE OILY Address Unknown SlIlV I VOR I N'CR04ATlOH Percent . City J.L/)?b /Tl i\11.7? State ..(.J/l Zip Code 91999 To.ob 1i1100 TllX S Reletlonshlp to Der.edent Unknown ReteJ HMle (Lest) (FIrst) (M,I.) Addre.s SlIlV I VCR I N' CRo4AT1 ON Percent City Stete ZIp Code Te.oble__ I Te. Reletlonshlp to Decedent Rete H""e' (Lest) (First) (M.t.) I Address SlIlV I VOR I N'CRo4A TI OH I Percent Te.ob Ie I CIty Stete Zip Code Tox I Re let I onsh I p to Decedent Rete Heme (Lest) tFlrst) .q4.1..) - \) ,- .. --: Address '" SlIlVlVOR I '. IN'~ATION . Percent TllXoble 1(;\ I CIty Stete Zip Code Te. - Reletlon.hlp to Decedent Rete ./It ~:t ... c....tl fy that the obove Informetlon Is true, correct, end complete. Feiilan _ Vice ?res.-Operations Janu:l~' 28, 1()82 , >Tgnet'f' aT rreper.... I iHe Cat. I \\W J! \ uJ UJ llJ :::JCl (f)Cl :;-c..J <:I: O. ;;::: - .-IN <:! .. " ~ ~ ~ & N 2 ~S ,~ ~~ ~ j ~ ~ .... ~ .... ". "/ .. Q ~~ ~-, ~].~'j. ~ \: ~ ~ - - ;; ~ 1 ~~ \~ Q) III ::l o ~ I-<M ::l..-i 00 ur- ..-i Ill>. ..-i+> ..-i~ .rl ::l '>:0 ~U~ \1.1 ~ O~ ~ . I-< ftl Q) Q)..-i..-i +>1-< III III Q).rl .rl,J:l..-i tl'SI-< Q) ::l 1\1 ~UU ').;.1 -" ,." .r., .; ., , Inyontory 01 tho rool and p.nonal ut.t.ol patricia Kourkoulis d.c....d. Wean Bonds 5-1/2% Convertible Debentures - due 1993 100 Shares Duquesne Light at 12-1/4 1973.637 Shares of American General High Yield Investments Automobile - 1977 Pontiac Astre Certificate of Deposit - CCNB - #1831169 F\lrnit.\lre - ((lining room set, portable color TV, hide-a-bed, 3 chairs, kitchen table and :l dldir,;, Led, ure,;,;",r, and misc. items) Two wedding rings Cash - CCNB interest checks Commonwealth of Pa, - tax refund Car insurance refund CNA Insurance Co, - disability insurance proceeds Continental Casualty - insurance refund , I.~ " '-'I' u; cr~ '-. ,._~ . .:::;. ro- p:' TOTAL 1,935 00 1,225 00 19,381 11 1,600 00 11,205 12 280 1 00 ~O(f '00 522 20 " 67 00 66 64 690 00 7 00 37,179 07 ~MMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l J ss: ~..QHN.JL-CIrr.HB~RT-S.ON_-- .-..-. being dilly Executor _ eccording to lew, deposes end seys thet he is the of the Estete of PATRICIA KOURKOULIS lete of _li20.Lisbllrn.-Rd '.I__Camp Hill I ' Cumberlend County, Pe., deceosed end thet tho within is en inventory mede by __.____ him --.. ., the seid Executor of tho entire estate of seid decedent, consisting of all the personel property ane! reel estate, except real eltate oubido the Commonwealth of Pennsylyanie, and thet the figures opposite each item of the Inventory reprolent it's fair yelue os of the date of decedent's deeth. 19 83. l ~ --Sf,;}. _..:, - M.','''''''' /'.,{ . ;?_,~ 17&11 ~I Add".. ' Sworn and subscribed before me, v ~ ,Jone! R. Wolfe. NOTARY PUB 40,,'.. .. ..,~ ):omm\s,1OI1 ",i... _. , \ :H.niSbur2. PA .,.,.. c...., Dele of Death 4 DIY June Month 1981 Year INSTRUCTIONS I. An lnyentory must be filed within three months after eppointment of personal roprosentatiye. 2. A supplement invontory must be filed within thirty days of discoyery of additional a..eh. 3. Additional sheeh may be attached as to personalty or realty 4. See Articlo IV. Fidueiaries Act of 1949. "" r-l ..... :I: P. ~ U QJ . .,; \.< ..... E '" tJl . ~ ;:l H 'tl ~ ~ ~ < . '" g\ ~ ~ Ul 0. I- u I>l 0 0 '" s:: . . I '" '" C '" .. :I: '" 2' \.< . . G5 .... 0. ... ;:l ~ 0. . E Z I- .... ::JI \.< 0 ... .... ~ 0 01 .a 0. QJ == , W < Ul > 0 '" :>: ..... i ""< z "" CO z 0 0 o-l c to .0: . \' '" Z 0 :I: 0 '" H 0 0 Z '" < U N .. 0. H \D ... . e<: c Po. ~ - ~ 0 . s:: . .A 0 Po. ~ E .... ... QJ + . .! 0 o-l . 0 .... 0 u: ID 1'1' '; , .0'; .:,;1' " Discount: Interest: If .ny tax due is paid within three (3) months after the decedent's death, a discount of five percent (5%) of the ax paid is allowed. , the discount period is calculated in calendar months. Ex&mple: date of dealh 1 - , 5-82. discount pened expires 4-15-82. Except for tax on I future interest,. inheritance tax becomes delinquent It the expiration of nine (9) months from the date of delth. . Inheritance lax en . future interest becomes delinquent at the expir.tion of three months from: - the dale of election to prepay or - the date of delth of the life tenant or annuitant . Interest is calculated on I dailv blsis from - delinquent date to date of payment on anv tax unpaid an delinquent date - d6te of last delit'u:~uent payment to d.te of payment on anv unpaid ballnce. . Interest is chM'ged ..t the following rates: Delinquent Oate Annu.l Interest Rite Daily Interest Factor 5127143 to and including 12131181 111182 to and IncludIng, 12131182 "1183 to and including I 213 I 183 6% 20% 16% .000164 ,000548 .000438 , Tho$e estates thAt become delinQuent on or before December 31, 1981 will m.int.in a constant interest ute. The r.te in elfect when the tlx first becomes dejjnquen~ will remllin constant until the delinquent tlx b.lance is paid in full. Those estates that become delinQuent on or .fterJanuarv 1, 1982 will contain I variable interest ute. Thus, tues that refNIln outstanding from c.lendar vear te calendar year will be subj,ct to the different rites jn effect on each JanUlrv 1. Interest is c,lculated IS follows: INTEREST. BALANCE OF UNPAID TAX X NJM8ER OF OAYS X DAILY INTEREST FACTOR. If I lax bilanc.1 remllns outsundlng fer more than one calender Vllf, . separate interest determlNtion must be made for each "lIar It tne .lPphclble r.te. (Onl~ one calcul.tlon is necessary H the estlte maintains the consllnt tnterest rlleJ , Any ~otlee issued Ifter the till: becomes dellnQuen1 Will reflect an Interest calculation to fifteen (15) ~s beyond the date of the notice. jf pavmen1 tS made .fter the interest computation dale shown on the Notice. addltlon.l Interest musl be calcul.ted. To Remil P'vment: Delich the top p","tlon oi tnll NOhce and submit WIlh your Plvment 10 tn! R.glster of WillS Of the eountv shown on the Notice, . Address Intormatlon IS IIstea on page 13 of the booklet "Instructions for Inhentance TIk Return for a ReSident Oeeedent." . Make Check or monev ordflr payable to: Register oi Will" Agent. ,- NON 'l'lIEHEF'ORE, the par.ties hereto, intending to be legally bound hereby, mutually agree as follows: 1. The parties hereto, and each of them, agree and acknowledge that they have fUlly and carefully examined the informal First and Final Account of John lI, Cuthbertson, Executor of the estate of Patricia Kourkoulis, deceased, and Schedule of Distribution relating thereto, and find them to be true and correct, and acceptable to the parties hereto and each of them, and further that each of them has received a copy of this Agreement and of the said Account and Schedule of Distribution. 2, The parties hereto do hereby release, remise and forever discharge the Estate, John H. Cuthbertson, Executor, and each other, of and from all manner of acts, suits, claims, accounts, accountings, debts, dues and demands whatsoever which they or any of them or their legal representatives or assigns may at any time hereafter have against the Executor, the said Estate or the assets thereof, or each other, from, for, touching or concerning any of the assets and property of the said Estate and/or any claim or interest thereto or therein, and the administration, management, COllection, sale or distribution of any of the said assets and for or on account of any money, interest, income, assets or proceeds out of the same, from the time of the death of the said decedent to and including the date of this Agreement and rcl ease. 3. This instrument is a full and final Family Settlement Agreement by and among the parties hereto, both fiduciary and individual, all of the same having been arrived at, concluded " 2 " ".~," "'! i ') 1. :..~ J , ,,',.. ( '.l..... ..... .... and executed after a full and complete disclosure of the assets of the said Estate and the rights of the parties therein and thereto and all of the parties hereto, and each of them,agrees to abide by the terms hereof. 4. The parties hereto, and each of them, agree that they will at all times in the future and whenever necessary, appropriate or convenient, make, execute and deliver to the said Executor and/or to the other party or persons, any and all instruments, documents, conveyances, deeds, releases or other instruments of any kind necessary or convenipnt to carry out the intention of this Agreement and/or to permit, assist and enable the Executor to fulfill his duties with reference to the said estate and all of the assets thereof. 5. This Agreement constitutes the entire understanding among the parties hereto, and each of them acknowledges that no representations or statement of any kind written or oral, have been made to them or a.ny one of them prior hereto by the Executor or by any other person or party upon his behalf. 6. This Agreement shall enure t.o thc benefit of and shall be binding upon, the parties hereto, and each of them, their heirs, executors, administrators, successors and assigns, IN WITNESS WIlERROF, the partics hereto have hereunto 3 .' rL:,.:I', i i~:: r:",; 1.! ,~', " SCHEDULE OF DISTRIBUTION Balance for Distribution $ 28,616.42 Carole Cuthbertson $13,000.00 Angela Stone $13,000.00 Less previous disbursement: 1977 Pontiac Dusqueine Light Cash - 1,600.00 - 1,225.00 - 1,500.00 8,675.00 Total Deductions $21,675.00 - 21,675.00 BALANCE FOR DISTRIBUTION $ 6,941.42 The balance of $6,941.42 to be divided into three and distributed equally as follows: Carole Cuthbertson $ 2,313.80 Angela Stone 2,313 , 80 2,313.82 James Kourkoulis $ 6,941.42 James Paul Kourkoulis, pursuant to Paragraph Five of the Will, $13,000.00 deducted from 1/3 share of total assets. ,':' ,;, r"j Ll"i.'" .L. jr.. r ~lr. 1:22 ,'I ~\ , . IN RE: : IN 'J.'IIE COUR'r OF COH140N PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS I COURT DJVISJON : NO.".;;/-g/ -5Pj- ESTATE OF PATRICIA KOURKOULIS, DECEASED FAMILY 'SETTLEHENT AGREEMENT WAIVING FILING OF ACCOUNT AGREEMENT executed this I r;J1-.. day ~f r ' 198 '1 by and between JOHN H. CUTHBERTSON, Executor of the Estate of Patricia Kourkoulis, deceased, and CAROL),; CUTHBERTSON, JAMES PAUL KOURKOULIS and ANGELA KOURKOULIS, indi.vidually: WITNESSETH: WHEREAS, Patricia Kourkoulis died June 4, 1981, and John H. Cuthbertson was appointed Executor of the estate September 23, 1981; and WHEREAS, Letters of Administration were granted by the Register of Wills of Cumberland county to John H. Cuthbertson, on September 23, 1981; and \mEREAS, the Executor has proceeded wi.th the administration of said estate and' has prepared his First and Final Account and Schedule of Distribution. A true and correct copy thereof is attached heretn, made part lwreof and marked Exhibit "A"; and \UIEREAS, the parties hereto accept the accounting attached hereto as Exhibit "A" and agree that no formal accounting need be filed with the Orphans' Court of cumberland county, and that the net cstv.tc shall be distributed in accordv.ncn with the schedule of distribution attached hereto as Exhibit "A", \'Iithout the necessity of filing a formul account. .' ~ .. . NOl~ 'l'llEREl'ORE, the par.ties hereto, intcnding to be legally bound hereby, mutually agree as follows: 1. The parties hereto, and each of them, agree and acknowlcdge that they have fully and carefully examined the informal First and Final Account of John H. Cuthbertson, Executor of the estate of Patricia Kourkoul.is, deceased, and Schedulc of Distribution relating thereto, and find them to be true and correct, and acceptable to the parties her.eto and each of them, and further that each of them has received a copy of this Agreement and of the said Account and Schedule of Distribution. 2. The parties hereto do hereby release, remise and forever discharge the Estate, John H. Cuthbertson, Exccutor, and each other, of and from all manncr of acts, suits, claims, accounts, accountings, debts, dues and demands whatsoever which they or any of thcmor their legal representatives or assigns may at any time hereafter havc against the Executor, the said Estate or the assets thereof, or each other, from, for, touching or concerning any of the assets and property of the said Estate and/or any claim or interest thereto or therein, and the administration, management, collection, sale or distribution of any of the said assets and for or on account of any money, intcrest, income, assets or proceeds out of the same, from the time of the death of the said dccedent to and including the date of this 1\greement and release, 3. This instrument i.s a full and final Family Settlement Agrcement by and among the par tics hercto, both fiduciary and individual, all of the same having bcen ar.rived at, concluded " 2 ,. .. , and cxccuted after a full and complete disclosure of thc assets of the said Estate and the rights of the parties therein and thereto and all of the parties hereto, and each of them, agrees to abide by the terms hereof. 4, The parties hereto, and each of them, agree that they will at all times in the future and whenever necessary, appropriate or convenient, make, execute and deliver to the said Executor and/or to the other party or persons, any and all instruments, documents, conveyances, deeds, releases or other instruments of any kind nccessary or convenient to carry out the intention of this Agreement and/or to permit, assist and enable the Executor to fulfill his duties with refercnce to the said estate and all of the assets thereof. 5. This Agrcement constitutes the entire understanding among the parties hereto, and each of them acknowledgcs that no representations or statcment of any kind written or oral, have been made to thcm or anyone of them prior hercto by the Executor or by any other person or party upon his behalf. 6. This Agreement shall enurc to thc benefit of and shall be binding upon, the parties hereto, and cach of them, their heirs, exccutors, administrators, successors and assigns. IN WITNESS WHERF.OF, the partics hereto have hereunto 3 .'