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Home My WebLink About11-14-07 (3) .-J 15056041147 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes ~ PO BOX.280601 ~ Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 7 0391 Decedent's Last Name Suffix Date of Birth 11161931 Decedent's First Name MI CLARA K Spouse's First Name MI THOMAS G 168243665 03022007 KANGANIS (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix KANGANIS Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW [] 1. Original Return D 4. Limited Estate 2. Supplemental Return D D 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 9. Litigation Proceeds Received D D D D 4a. Future Interest Compromise (date of death after 12-12-82) [KJ D 6. Decedent Died Testate (Attach Copy of Will) 7 Decedent Maintained a Living Trust . (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes 10 Spousal Poverty Credit (date of death . between 12-31-91 and 1-1-95) D 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ELIZABETH SNOVER 7177614540 Firm Name (If Applicable) JOHNSON DUFFIE REGISTER OF WILLS USE ONLY JOHNSON DUFFIE (") Co $:::0 gJ~P C'-~m J3:'" - 7' D g --./ Z o -< ::rj '-:" C') C) ::.u '-:::J f'"'i'"l C:J ~?~ _ -ri ;:",;;0 ;.=m G'> ,'.) ::<n First line of address Second line of address .I:'" City or Post Office LEMOYNE State PA ZIP Code 17043 p~ ~ :x - - .. N o Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best ledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF tERSON RESPONSIBLE FOR FILING RETURN DATE Ad~ I lWAM1eu-.-~ Thomas G Kanganis II-It:>-Ol 17011 Elizabeth Snover DATE 11-13-0"7 Johnson Duffie Stewart & Weidner, Lemoyne, PA 17043 Side 1 L 15056041147 15056041147 .-J ~ --.J 15056042148 REV-1500 EX Decedent's Name: Clara Kallas KANGANIS Decedent's Social Security Number 168243665 RECAPITULA TION 1. Real Estate (Schedule A).......................................................................................... 1. 2. Stocks and Bonds (Schedule B)............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D).......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5. 6. Jointly Owned Property (Schedule F) D Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested............. 7. 8. Total Gross Assets (total lines 1-7)....................................................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9. 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I)................................ 10. 11. Total Deductions (total lines 9 & 10)......................................................................11. 12. Net Value of Estate (Line 8 minus line 11).............................................................12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J)................................................. 13. 14. Net Value Subject to Tax (line 12 minus Line 13)................................................. 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2)X~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 718,022.28 15. 10.58 16. 0.00 17. 0.00 18. 19. Tax Due............. ................................. ........ .... ............... ..... '" ................ .................. J.9. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L Side 2 15056042148 718,667.15 2,224.75 10.58 720,902.48 2,869.62 2,869.62 718,032.86 718,032.86 0.00 0.48 0.00 0.00 0.48 D 15056042148 --.J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-07 -0391 DECEDENT'S NAME Clara Kollas KANGANIS STREET ADDRESS 417 Poplar Church Road CITY I STATE IZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 0.48 0.00 Total Credits (A + 8 + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) 0.48 (5A) (58) 0.48 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.................................................................................0 [!] b. retain the right to designate who shall use the property transferred or its income;.................................... D [!] c. retain a reversionary interest; or.................. ............................................. ......................... ................ .......0 [!] d. receive the promise for life of either payments, benefits or care7.............................................................0 [!] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?........... .... ............................. ......... .............................. ............................... ..0 [!] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ D [!] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.. ......... ........ ............................ ...... ................. ...... ............. ................ .........0 [!] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt! transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116 (a) (1.2)). The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. 99116 1.2) [72 P.S. 99116 (a) (1)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1503 EX+ (6-98) *' SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT KANGANIS, Clara Kollas FILE NUMBER 21-07-0391 ESTATE OF All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 8,200 shares of Carlisle COSo Inc. - Common Stock 86.78 711.596.00 Valuation provided by CitGroup Smith Barney - Account Holder. A copy is attached to this Return. 2 845905108 282 shares of Sovereign Bancorp Inc - Com 25.075 7.071.15 Valued by EstateVal. A copy of the evalution is attached to this Return. TOTAL (Also enter on Line 2, Recapitulation) 718.667.15 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EX+ (6-98) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT KANGANIS, Clara Kallas FILE NUMBER 21-07 -0391 ESTATE OF Include the proceeds of Irtigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 Cash VALUE AT DATE OF DEATH 900.00 2 Sovereign Bank Money Market Account 0571138764 1.324.75 TOTAL (Also enter on Line 5, Recapitulation) 2.224.75 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1509 EX+ (6-98) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY KANGANIS, Clara Kollas FILE NUMBER 21-07 -0391 ESTATE OF If an asset was made joint within one year of the decedenfs date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME A. George T Kanganis ADDRESS RELATIONSHIP TO DECEDENT 5275 Strathmore Drive Mechanicsburg, PA 17050 Son B. C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF DATE OF DEATH LETTER DATE ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST JOINTLY-HELD REAL ESTATE. 1 A 8/9/2006 Commerce Bank Checking Account No. 10.58 100.000% 10.58 537407686 TOTAL (Also enter on Line 6, Recapitulation) 10.58 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) REV-11S1 EX+ (12-99) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONVllEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT KANGANIS, Clara Kollas Debts of decedent must be reported on Schedule I. FILE NUMBER 21-07 -0391 ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees JOHNSON DUFFIE 2,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 110.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 259.62 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 2,869.62 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Re>;-15Q2 E;J(+ (6-98) . SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT KANGANIS, Clara Kollas FILE NUMBER 21-07 -0391 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland County Register of Wills Office - Filing Fees for Inheritance Tax Return ($15.00) and Inventory ($15.00) 30.00 2 Cumberland Law Journal - Notice of Estate Administration 75.00 3 The Patriot News Co. - Notice of Estate Administration 154.62 Subtotal 259.62 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) REV-1sn ~X+ (9-00) . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER KANGANIS, Clara Kollas NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal i:listributions, and transfers under Sec. 9116(a)(1.2)] Thomas G Kanganis 417 Poplar Church Road Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21-07 -0391 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. Spouse Entire Estate Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) EXHIBIT A EXHIBIT B EXHIBIT C EXHIBIT D EXHIBIT E :316040 ESTATE OF CLARA KOLLAS KANGANIS SCHEDULE OF EXHIBITS Last Will and Testament of Clara Kol/as Kanganis signed and dated September 12, 2000. Date of Death Valuation provided by Smith Barney Citigroup for Stock EstateVal Valuation of Sovereign Bancorp Stock Sovereign Bank Date of Death Letter for Accounts Commerce Bank Date of Death Letter for Accounts -j' . must lIIill uub Wtstamtut OF CLARA KOLLAS KANGANIS /, CLARA KOLLAS KANGANIS, of the Borough of Wormleysburg, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all former Wills made by me. ARTICLE I I direct my Executor to pay all the expenses of my last illness, of my funeral and burial and of the administration of my estate as soon as practical after my decease. ARTICLE II I direct that my Executor pay all inheritance, transfer, estate and similar taxes (including interest and penalties) assessed or payable by reason of my death on any property or interest in property which is included in my Estate for the purpose of computing taxes. My Executor shall not require any beneficiary under this Will to reimburse my estate for taxes paid on property passing under the terms of this Will. ARTICLE III I bequeath my automobiles, household and personal effects and other tangible property of a like nature (not including cash and securities) together with any existing insurance thereon, to my husband, THOMAS G. KANGANIS, provided he shall survive me by thirty (30) days. Should my husband, THOMAS G. KANGANIS predecease me or die on or before the thirtieth (30th) day following my death, I bequeath such items of tangible personalty and the insurance thereon to my children, GEORGE THOMAS KANGANIS and CHARLES THOMAS KANGANIS, to be divided between them in as nearly equal shares as practical, as they shall agree. ARTICLE IV I give, devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever situate to my husband, THOMAS G. KANGANIS, provided he shall survive me by thirty (30) days. ARTICLE V Should my husband, THOMAS G. KANGANIS, predecease me or die on or before the thirtieth (30th) day following my death, I give, devise and bequeath unto my sons, GEORGE THOMAS KANGANIS and CHARLES THOMAS KANGANIS, in equal shares, my real estate located at 417 Poplar Church Road, Borough of Wormleysburg, Cumberland County, Pennsylvania and the Sporting Hill Shopping Center at 4947-4955-A Carlisle Pike, Mechanicsburg, Hampden Township, Cumberland County, Pennsylvania. ARTICLE VI Should my husband, THOMAS G. KANGANIS predecease me or die on or before the thirtieth (30th) day following my death, I give, devise and bequeath all the rest, residue and remainder of my Estate of every nature and wherever situate to my grandchildren, THOMAS GEORGE KANGANIS and DEAN GEORGE KANGANIS, in equal shares, to be held in separate Trusts, according to the terms for said Trust set forth in Article VIII of this my Last Will and Testament. ARTICLE VII I nominate and appoint my husband, THOMAS G. KANGANIS, as Executor of this my Last Will and Testament, and require that said Executor serve without bond. In the event that the above named Executor shall, for any reason, fail to qualify, or having qualified, fail to complete the administration of my estate, I nominate and appoint GEORGE THOMAS KANGANIS and CHARLES THOMAS KANGANIS as Co-Executors of this my Last Will and Testament, and require that said Co-Executors serve without bond. ARTICLE VIII Should any person hereunder entitled to receive a share of my estate not have attained the age of thirty (30) years at the time of distribution to him, I devise and bequeath said share to GEORGE THOMAS KANGANIS and CHARLES THOMAS KANGANIS, IN SEPARATE TRUST, for the benefit of my said grandchild. The purpose of each Trust is to provide for the beneficiaries post-high school education, (including trade school and college education, both graduate and undergraduate) and for any medical expenses of said beneficiary not covered by health insurance. To meet this purpose, I empower the Co-Trustees to distribute, or not to distribute, all or part of the income and to invade all or part of the principle as the Co-Trustees in their sole and absolute discretion may deem to be necessary or appropriate for such beneficiaries post-high school education and uninsured medical expenses. The Co-Trustees shall have the power to manage, invest, and reinvest the assets of the Trust Estate, to collect the income therefrom and to apply so much or all of the net income and principal thereof as set forth above. Any net income not so applied shall be added to the corpus of the Trust and held, administered, and disposed of as a part thereof. Any principal or income not so used or applied shall be distributed to the beneficiary absolutely when he attains the age of thirty (30) years. If the beneficiary dies before attaining the age of thirty (30) years, and he has any issue then living, this Trust shall continue for the benefit of any such issue according to the terms set forth in this Trust. If the beneficiary dies before attaining the age of thirty (30) years and has no living issue, the Trust shall terminate and the remaining principal and any accumulated income shall be distributed to his sibling or siblings in equal shares. If the surviving sibling has not attained the age of thirty (30) years at the time of said termination and distribution, the remaining principal and any accumulated income shall be added by the Co-Trustees to the surviving siblings Trust created under this Will. ARTICLE IX I direct that the interest of the beneficiaries named hereunder shall not be subject to anticipation, or to voluntary or involuntary alienation. ~-""''''"'''<.''~--':-.......-'';'':::_:'':'-,,~---~ ARTICLE X I direct that the trustees named in this Will, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. However, if any successor trustee(s) is appointed by a Court of competent jurisdiction, the said trustee(s) shall be required to give bond for the faithful performance of their duties. ARTICLE XI If, subsequent to the execution of this, my Last Will and Testament, there shall be any additional grandchild or grandchildren born to or legally adopted by my sons, GEORGE THOMAS KANGANIS and CHARLES THOMAS KANGANIS, then and in such event, such grandchild or grandchildren shall share in the benefits of my Estate equally and to the same extent as my grandchildren herein named above specifically the provisions of Article VI and VIII of this Will shall be deemed modified to the extent necessary to effectuate my such intention. /1lb P IN WITNESS WHEREOF, I hereunto set my hand and seal this ~ day of ( JE;lC nc&t ,2000 ~u~;~~.~ CLARA KOLLAS KAN ANIS (SEAL) Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in the presence of us, who, at her request, in her presence and in the presence of each other have hereunto subscribed our names as witnesses. .. '_._....,.,'"..,~_.,'"..~"',......,__,~",':."'.1_:~."..--...,-.-.~'I"'=:.~,..~'>:;'!".-.."' :~-,.."..-,....,. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND I, CLARA KalLAS KANGANIS, Testatrix, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last Will and Testament; that' signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. cD~_ \~S ~ CLARA KalLAS KANGANIS Sworn or affirmed to and acknowledged before me, by CLARA KOlLAS KANGANIS, the - ... \.:X...... -. c Testatrix, this \ ~ . day of ~..::::s:.t\,j-~~.A... 2000. . s:~). ~. . .\:. ,~,"('o..",,~ ~~,,<---...['-.... Notary Publi~~ ~ .- NOTARIAL SEAL DIANNE LENIG, Notary Public Lemoyne Borough Cumberland Co. \lv1y Commission Expires Dec. 21, 2001 I AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND We, ~~ "~, \~'-' "~ and \( \~S-LL ~. ~" "'--'" the witnesses whose names are signed to the foregoing instrument, being duly qualified ( rding to law, do depose and say that we were present and saw the Testatrix sign and execute the foregoing instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at that time at least 18 years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed ~~~ ,~,~~ ~~ and \ ;}"'~ayof ~~i~,,-...,..2000. to and subscribed to before me by ~ _~~L ".~, ~~ ""-" ,witnesses, this ~~ ~ f "' . ""'. f , ~~~.~ ~:;~ Notary Pubtie : 138399 NOTARIAL SEAL DIANNE LENIG, Notary Public Lemoyne Borough Cumberland Co. My Commission Expires Dec. 21, 2001 AUi-Z3-07 11 :Z3am From-Smith Barney 717 Z33 Z090 T-063 P.003/003 F-071 ..... cltlgroupJ SMrrH~ Clara K Kan~s 417 Poplar Church Road Camp Hut PA 17011-1831 Holdings As of 03/02/2007 Prepared by BERNIE ORBACH 71 7-780-1700 Acct No. 724-25018-10 Quanoty SymlJol/CU5IP 8,200.00 CSL Dcsc:npt1On CARLISLE COS INC Research RatlIlA Pr1ce $86.78 Market Value $711.596.00 Total Account Value $7~1.596.00 The a.bovc summary/prices!CjUotelO/sta1JS1Jcs have been obtained from sources believed Tcl1able but arc not necessanly complete and cannOl be' ~a.ranleecL The: 1J1formaoon comained In monthly account SUltement.5 and confinnal.ions reflectS all uansac1Jons processed by Sm1th Barney. md as such supersedes all other reports for finanCial and tax purpose/;. Snnth Barney is a diVision and service marl\; of CI1Jgroup Global Markets nc. Member SIPC. independen1. thlTd-party research on certam companies covered by the Jinn's re!>eaTch is ava1lable 10 clients of tha finn at no cosl. Clients can ;u~ce!:~ thJ!l re~.....oh At www....~;ll.,b:.unq.co= or """"" ,"".11 J-866-83G-~1;;4~ ,0 ,"equCbI l.h<:ll a copy aTU1JS IC~an:n tic: sent to theJn. ::lt1group lnvC5U'nent Research's research ra11ngs are dlsp1ayed within the Research Raung column in 'Holdlngs'. Pal!e 2 Estate Valuation 845 Date of Death: 03/02/2007 Estate of: Kanganis, Estate of Clara Estate Valuation 845 Date of Death: 03/02/2007 Valuation Date: 03/02/2007 Processing Date: 11/09/2007 Estate of: Kanganis, Estate of Clara Account: 122262-1 Report Type: Date of Death Number of Securities: 1 File ID: kanganis Shares :Jr Par Security Description High/Ask Low/Bid Mean and/or Div and Int Security Adjustments Accruals Value 1) 282 SOVEREIGN BANCORP INC (845905108) COM New York Stock Exchange 03/02/2007 25.34000 24.81000 H/L 25.075000 7,071.15 Total Value Total Accrual Total $7,071.15 $7,071.15 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Clara Kanganis 168-24-3665 March 2, 2007 ,Account #: 0571138764 Type: .In the name of: Clara Kollas Kanganis Date of Death Balance: Int.(YTD) from 1/1/07 to Accrued interest to date of death: Other Info: Money Market Open date: 1/25/99 $1,324.70 2/28/07 $0.05 $0.87 Account #: 2331109389 Type: Checking In the name of: Thomas G Kanganis or Clara Kollas Kanganis Date of Death Balance: $1,004.75 Int.(YTD) from 1/1/07 to 2/16/07 Accrued interest to date of death: $0.05 Other Info: Open date: 2/16/06 $0.17 Account #: N-4527159968 Type: MTG In the name of: Thomas G Kanganis or Clara Kollas Kanganis Date of Death Bal. Due: $120,840.31 Other Info: Date of Death Payoff: $121,090.45 Open date: 2/24/06 Account#: N-681776714 Type: MTG In the name of: Thomas G Kanganis or Clara Kollas Kanganis Date of Death Bat. Due: $9,620.30 Other Info: Date of Death Payoff: $9,655.19 Open date: 11/20/03 Page 1 of 1 May 9,2007 Commerce ~Bank Law Offices of Johnson and Duffie 301 Market St P.O. Box 109 Lemoyne P A 17043-0109 RE: Estate of: Clara K Kanganis Tax Identification Number: 168-24-3665 Date of Death: March 2, 2007 Dear Sirs: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Checking Account Number: 537407686 Date Opened: 8-09-06 Primary Owner: Clara K Kanganis Secondary Owner: George Kanganis Date of Death Balance: $10.70 Accrued Interest: $.12 Principal Balance: $10.58 Please feel free to contact me at (717) 412-6125 if I may be of further assistance. Sincerely, ~c;::; Beverly Bunnell Day2 Specialist/Deposit Services Commerce Bank Commerce Bank I Harrisburg, N.A. PO Box 4999 3801 Paxton Street Harrisburg, PA 17111-0999 commercepc.com JERRY R. DUFFIE RICHARD W STEWART C. ROY WEIDNER. JR. EDMUND G. MYERS DAVID W. DELuCE JOHN A. STATLER JEFFERSON J. SHIPMAN JEFFHEY B. RETTIG KEVIN E. OSBORNE RALPH H. WRIGHT. JR MARK C. DUFFIE JOHN R NINOSKY MICHAEL J. CASSIDY LAW OFFICES JOHNSON DUFFIE MELISSA PEEL GREEVY ROBERT M. WALKER WADE D. MANLEY ELIZABETH D. SNOVER KELLY 1. BONANNO OF COUNSEL HORACE A. JOHNSON F. LEE SHIPMAN (1965-2006) November 13, 2007 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Clara Kollas Kanganis Date of Death: March 2, 2007 Your File No.. 21-2007-00391 Our File No. 12262-9 Dear Register: Enclosed for filing please find the following documents for the above referenced decedent: 1. 2 Original PA Inheritance Tax Returns with tax due in the amount of $00.48 and is represented by Check No. 5078 attached to this Return 2. Inventory 3. Two copies of Pages 1 of the Pa Inheritance tax return, which we ask that you time-stamp and return to us in the enclosed envelope. 4. One copy of the of the Inventory to be time-stamped and returned to us in the enclosed self addressed envelope. 5. Check NO.5079 attached to this correspondence in the amount of $30.00 representing the filing fee for the Inheritance Tax Return and Inventory. Should you have any questions, please do not hesitate to contact our office. Thank you for ~o Very truly yours, ~~Q BNSO ~F.F~E,STEWART WEIDNERt;Q~m ~u>~ C:J ana 'eseman .--.~~ Estate Administration Paralegal p~ c: Thomas Kanganis, Executor 1iZ~ :316045 ""-> g -..I Z <:) -< &'" > :x - - .. ~~i~~ ~~ . .~-i i"'} ,"'n J".~ {~'-:~ ~,~:~ N C> 301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 WWWJDSWCOM 717.761.4540 FAX: 717.761.3015 MAIL@JDSWCOM JOHNSON, DUFFIE, STEWART & WEIDNER, P.C. ~ be."': ~_.~ ~^...... ...;:. >~) ~. 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