HomeMy WebLinkAbout03-0295PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of Lawrence J. Gannon, Jr. No.
also known as To:
Social Security No. 168-32-1425
Register of Wills for the
'Deceased. County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, applies
for letters of administration
on the estate of
(d.b.n.; pendente lite; durant¢ absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in Camp Hill, Cumberland County, Pennsylvania, with
his last family or principal residence at. 2024 Lincoln Street, Camp Hill
(list street, number and municipality)
Decendent, then 63 ..... years of age, died March 1,. 2003 .,
at Lehigh Valley Hospital~ Salisbury Township, Lehigh County
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal. property in Pennsylvania $
(If not d6miciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
Petitioner
the following spouse (if any) and heirs:
Name
after a proper search ha s ascertained that decedent left no will and was survived by
Relationship
Residence
Kathleen M. Gannon spouse 2024 Lincoln Street, Camp Hill, PA
Mark Gannon son 4170 Clairemont Mesa Boulevard
San Diego, CA 92117
Brian Gannon son 6076 Tusca Road, Beaver, PA 15009
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
Kathleen M. Gannon
OATH OF PERSONAL REPRF~NTATIVE
COMMONWEALTH OF PENNSYLVANIA. ~ ss
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or af£n'm(s), that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
b.efor~4ne this c~.rxc~ day of
No.
Estate. of CUMBERLAND
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW ~ OT ~ ~ ~ 2003 ~, in consideration of the petition on
the reverse side hereof, sat~isfactory proof having been presented before me,
IT IS DECREED that Kathlccn M. Gannon
is/are entitled to Letters of Administration, and in accord with such f'mding, Letters of Administration
are hereby granted to
Kathleen M. Gannon
in the estate of Lawrence J. Gannon, Jr.
FEES
Letters of Administra~o~ ..... $ ~' '---
Short Certificates(~ ..... ..-..44-. $ ~,'~- ---'"'
Renunciation ................ $
.:res / ~q-rzr $ ~ ~. --
... ~ TOTAL ~ $.~---~--~-
Filed .~ ~i...,..~. ,~3A.D ........
ADDRESS
Camp Hill, PA 17011
PHONE
Thomas E. Flower, Esquire (ID # 83993)
ATTORNEY (S~up. Ct. I.D. No.)
2109 Market Street
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Lawrence J. Gannon, Jr.
Date of Death: March 1, 2003
Will No. 21-03-0295 Admin. No. 2003-00295
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of
the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on April .~O ,2003.
Name Address
Kathleen Gannon
2024 Lincoln Street, Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Capacity:
Personal Representative
X Counsel for Personal
Representative
£V-1500 EX
COMMONWF_ALTH Of
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Ut;l'2 0 2003
LU
r~l. Original Return
r'--14. Limited Estate
~"~ 6. Decedent Died Testate (Attach copy of Will)
z
z
0
uJ
0,.,,m
<
SOCIAL SECURITY NUMBER
J--'--] 3. (data of death prior to 12-13-82)
Remainder
Retum
[~5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
[~11. to tax Sec. 9113(A) (Attach Sch O)
Election
under
COMPLETE MAILING ADDRESS
2109 Market Street
Camp Hill, PA 1701 1
[]2. Supplemental Return
i'~ 4a. Future Interest Compromise (date of death after 12-12-82)
i'~7. Decedent Maintained a Living Trust (A[tach copy of Trust)
~] 9. Li§gation Proceeds Received i--'] 10. Spousal Poverty Credit (data of death between 12-31-91 and 1-1-95)
NAME
Thomas E. Flower
FIRM NAME (if Applicable)
Saidis, Shuff, Flower & Lindsay
TELEPHONE NUMBER
(717) 737-3405
DECEDENq'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I-- Cannon, Lawrence J., Jr. 168-32-1425
Z
~-I DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
UJ 03/01/2003 12/08/1939 REGISTER OF WILLS
LM (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Cannon, Kathleen M.
Charitable and Govemmental Bequesta/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 159,916.17
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnemhip or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 14,000.00
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) 146,377.00
~] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Prope~ (7) 19,295.17
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7) (8)
9. Funeral Expenses & Adminisffative Costs (Schedule H) (9) 10,837.00
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 8,91 9.00
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. (13)
179,672.17
19,756.00
159,916.17
0.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2) 159,916.17 x .0 0 (15) 0.00
16. Amount of Line 14 taxable at lineal rate x .0 (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19) 0.00
FILE NUMBER
21 _ 03 0295
COUNTY CODE YEAR NUMBER
Dec, edent's Complete Address:
STREET ADDRESS
2024 Lincoln Street
C~T¥camp Hill
I STATEpA
I Z~P17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
0.00
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5)
(5A)
(5B)
B. Enter the total of Line 5 + 5A. This is the BALANCE 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; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined lhis return, including accompanying schedules and statements, and to the bast of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on ail information of which preparer has any knowledge.
SIGNATURE OF PE, J~)N RES~PO~NSIBLE FOR FILING RETURN
D~E
ADDRESS
KathleenM. Gannon, 2024 Lincoln Street, Camp Hill, PA 17011
SAID~ ~VE
Saidis, Shuff, Flower & Lindsay, 2109 Market Street, Camp Hill, PA 17011
DATE
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 3%
[72 P.S. {}9116 (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 0% [72 P.S. {}9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 stepparant of the child is 0% [72 P.S. {}9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. {}9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 RS. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
.REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Lawrence J. Gannon, Jr. 21-03-0295
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
2002 Saturn SLI automobile, 9,500 miles
1995 Ford Windstar automobile, 29,000 miles
9,500
4,500
TOTAL (Also enter on line 5, Recapitulation) $ 14,000.00
(If more space is needed, insert additional sheets of the same size)
BEV-1509. . EX+ (6-98~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lawrence J. Gannon, Jr.
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-03-0295
If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Kathleen M. Gannon
2024 Lincoln Street, Camp Hill, PA 17011
spouse
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOIN'[ MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER, ATTACH DEED FOR JOINTLY*HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. lot with dwelling at 2024 Lincoln Street, Camp Hill, Pa 125,900 1/2 62,95(
per assessment at 100% of value
2. A. PNC Bank - Checking acct. 51-4016-1167 15,000 1/2 7,50(
3. A. Savings acct. 50-0098-6589 2,737 1/2 1,36(`
4. A. PSECU Checking account 2,315 1/2 1,16(
Savings account 1,611 1/2 80(
Certificate of Deposit 2,970 1/2 1,48,~
5. A. American Express Mutual Fund & Money Market Account 142,214 1/2 71,10;
TOTAL (Also enter on line 6, Recapitulation) $ 146,377.0C
(If more space is needed, insert additional sheets of the same size)
.REV-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
Lawrence J. Gannon, Jr. 21-03-0295
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is "es.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIRRELATIONSHIPTODECEDENTAND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBEI; THE DATE OF TRANSFER. AT~'ACHACOPYOFTHEDEEDFORREALESTATE. VALUE OFASSET INTEREST (IFAPPLICABLE) VALUE
l. PSECU IRA Certificate, designating spouse as beneficiary 19,295.17 100% 19,295/I
TOTAL (Also enter on line 7 Recapitulation) $ 19,295.1
(If more space is needed, insert additional sheets of the same size)
REV-1511. . EX+ (12-99)~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lawrence J. Gannon, Jr.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-03-0295
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
5.
6.
7.
FUNERAL EXPENSES:
Musselman Funeral Home, Inc. - professional services, facilities & autos ............ 3,495
metal casket ....................................................... 1,625
concrete vault ..................................................... 700
Funeral Flowers ........................................................................................................ 106
Copies death certificate ................................................................................................ 40
Obituary notice ............................................................................................................ 133
Rental Good Shepherd Church .................................................................................. 100
Cantor, Organist, Alter servers ................................................................................... 140
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State__Zip
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Kathleen M. Gannon
Street Address 2024 Lincoln Street
city Camp Hill
Relationship of Claimant to Decedent spouse
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Advertise Grant of Letters
~1~ State PA Zip 17011
6,339.00
750.00
3,500.00
50.00
198.00
10,837.00
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT BECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Lawrence J. Gannon, Jr.
FILE NUMBER
21-03-029,5
Include unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. GMAC loan #020-9022-35767
8,919
TOTAL (Also enter on line 10, Recapitulation) $ 8,919.00
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lawrence J. Gannon, Jr.
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-03-0295
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Bo Not List Trustee(s) OF ESTATE
!
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Kathleen M. Gannon
2024 Lincoln Street
Camp Hill, PA 17011
spouse
100%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
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 II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
CERTIF!.CATEOFTITLE FOR A VEHICLE
557
REG STERED OWNER S)
FIRS~ DEN FAVOR OF;
ODOMETER STATUS
ACTUAL MILEAGE ~ '
MILEAGE EXCEEDS THE MECHANICAL
LIMITS
NOT THE ACTUAL MILEAGE
NOT THE ACTUAL MILEAGE'ODOMETER
TAMPERING VERIEIED
A = ANTIQUEVEHICL~
o = COLLECT,BLE VEHICLE
F = OUT OF COUNTRY
G = ORIGINALLY MFGO. FOR NONUJ.S.
H = AGRICULTURAL VEHICLE
L = LOGGING VEHICLE '
R = RECONSTRUCTED
S = STREET ROD
T = RECOVERED THEFT VEHICLE
V = VEHICLE CONTAINS REISSUED VIN
W = FLOOD VEHICLE
SECOND LI~N FAVOR OF: X = ~S~VAS A TAXI
It a second~i:lienholder Is listed upon satisfaction of the ~irst
FIRST UEN RELEASED Ilenholder mQst forward [his Title to the Bureau of Motor Vehicles With ihe/
DATE ~ appropriate f?m and fee.
BY' -- SE ~
AUTHORIZED REPRESENTATIVE CONO LI.~N RELEASED DATE --
! MAILING ADDRESS ~ BY
~ AUTHORIZED REPRESENTATIVE
KATHLEEN . GANNON
2QP_.4 LINCOLN ST'REET.
CAHP HILL PA 171111'
~ I ce,~y a. of the date o, i.~.. [ho o~r~la~ records of the PemssylVanla Depadment~ a L L EN D B I E H L ER
~ of Transpo.ati .... flacl [hat the person(s} or company .... d herein is [he lawful owr~r
Secreta~-y
-i~ TO BEFORE ME
1ST LIENHOLDER
003-04 REAL ESTATE TAX NOTICE
*-CAMP HILL SCHOOL DISTRICT
MICHAEL W HARLING
206 S 17TH ST
CAMP HILL PA 17011
1, 7o.7
1,5oo.73
,65o.8q
COT NO 01-21-0271-13 A
GANNON, LAWRENCE j
& KATHLEEN N GANNON
2024 LINCOLN STREET
CAMP HILL PA 17011
~ ~,~uu j 947
WEDNESDAY 9:00AM ~Q~2:00PM~/
PHONE 717-730-0230
c1
L} ~ ~ACE ~SEPT - OC
~WI' 161 & 162
~Sidential Buildin
IF UNPAID B~ 12/12/03 TAXES WILL BE
TURNED OVER TO CUMBERLAND CO.
TAX CLAIM BUREAU.
$1.00 FEE FOR ADD,L RECEIPTS REQUESTED
'otal B.anking Statement
4C Bank
For the period 02/08/2003 to 03111/2003
KATHLEEN H 6ANNON
LARRY J 6ANNON
Z026 LINCOLN ST
CAHP HILL PA I70II-386!
alationship Overview
PNCBANK
Primary account number: 51-4016-1167
Page 1 of 3
Number of enclosures: 3
~ For 24-hour customer service or
current rates: Call 1-888-PNC-BANK
Moving? Please contact tls at 1-888-PNC-BANK
Write to: Customer Service
PO Box 609
Pittsburgl~ PA 15230-9738
Visit us at www.pncbank.corn
TDD terminal: 1-800~531-1648
For hearing impaired clients only'
~nk Deposit Accounts
cription Account Number Deposit Balance
erest Checking 51-4016-1167 15,828.6.1
'in gs 50-0098-6589 2,737.40
tal Deposits 18,566.114
art saving today with a PNC Bank IRA ~.
w's the time to start saving for your future. Open or contribute to a PNC Bank Individual l~xetiremeut Account (IIL~) to<la~,.
easy to get started and you still have until April 15th to make a contribution for t~x-year 2002. Increased contril:~ufiot~ limbs
ke it even easier to save for the future. So don't delay, contact a retirement specialist ;:tt 1-888-PNC-I 'RAS (1-888-762-4727) and
rt saving today.
I
Ioice Plan Kathleen M Gannon
terest Checking Account Summary Larry J Gannon
ount number: 51-4016-1167 Account Link ® number: 0192346789
lance Summary
Beginning Deposits and
balance other additions
9,61 ].93 9,5 ] 8.8]
Checks and other Ending
deductions balance
3,302.10 15,828.6. t
Average monthly Charges
balance and fees
10,055.20 .00
ansaction Summary
Checks paid/ Bank card/POS
withdrawals transactions
3 2
Total ATM PNC Bank MAC
transactions ATM transactions
1 !
Account Information Teller
assistance calls transactions
0 l
Other MAC ATM Other ATM
transactions transactions
0 0
erest Summary
Annual Percentage Number of days Average collected Interest Earned
Yield Earned (APYE) in interest period balance for APYE this period
0.3 lZ 32 9,789.7O 2.65
Please see the Activity Detail section for
additional information.
As of 03/11, a total of $8.94 in interest was
earned this year.
PSECL,.
J ~".li li[~J~ [~li I illTJl j'Jl j'~ ill~-I DI'~i'~4,JlJ'J'~ JJ'J IJ~l~j
I,,,111,,,111,,,,,,11,,,11,,11,1,,I,,I,,I,,,11,,I,1,1,,11,,I,I
LANRENCE J GANNON
202~ LINCOLN ST
CAMP HILL PA 17Ol1-38q,!
P.O. Box 670] 3 (71 ?) 234-8484 (Harrisburg)
Harrisburg, PA i ?106-7013 (800) 237-7328 (Nationwide)
website - i~:p://;'~vw, psecu.com
CONSOLIDATE YOUR DEBT
NITH A PSECU PERSONAL SERVICE
LOAN AT NNN.PSECU.COH OR CALL
800.LOAN.555.
JOINT OWNER
KATHLEEN H GANNON
0168 XXXXXX
020101022803
PAGE I
02/0! i'D 01 REGULAR SHARES BEGINNING BALANCE 79.23
OZ/Z8 PAYHENT; DIVIDEND 1.000~0 0,06 79.29
ANNUAL PERCENTAGE YIELD EARNED 0.99y~ FROH 02/01/05 THROUGH 02/28/05
DIVIDEND YTD.' IN 2002 '1.52 ...............................................
02/01 ZD 04 CHECKING BEGINNING BALANCE
02/01 ZD 53 36 HONTH ZRA CERTIFICATE BEGINNING BALANCE 19295.17
02/01 HITHDRANAL BILL PAYER NORHAL DISTRIBUTION 92.28- 19202.89
ANNUAL PERCENTAGE YIELD EARNED 7.25Yo FROH 02/01/05 THROUGH 02/28/05
02/28 ENDING
. BALANCE 19506.50
56 HONTH IRA CERTIFICATE HILL HATURE ON 09/08/05
IRS HITHHOLDING IN 2002
110.76
02/01 ID 5~ 36 NONTH CERTIFICATE BEGINNING BALANCE :===;;;;=.;;=
56 HONTH CERTIFICATE NILL HATURE ON 09/14/05 ........................... 1
DIVIDEND YTD: YEAR TO DATE 55.r~2
DIVIDEND YTD.' IN ZOOZ 198.~9
TOTAL DIVIDEND YTD= YEAR TO DATE 53.55..................
TOTAL NONTAXABLE DIVIDENDS YEAR TO DATE 217.77
TOTAL IRS HITHHOLDING YEAR TO DATE 18.q6
P.O. Box 6/013 (TI 7) 234-8484 (tlanisburg)
Jlmrisburg, PA 17106-7013 (800) 237-7328 (Nalionwide)
weJbsiJe - hi~!p://www, psecu.com
CONSOLIDATE YOUR DEBT
WITH A PSECU PERSONAL SERVICE
LOAN AT NNN.PSECU.COH OR CALL'
800.LOAN.555.
LAWRENCE J GANNON
TOTAL NONTAXABLE DIVIDENDS IN Z002
TOTAL IRS WITHHOLDING IN 200Z
JOINT OWNER
KATHLEEN H GANNON
PAGE Z J
FINk'~ICE
CHAI:i~E
15~7.fi8
110.76
Statement Mailed to
MR LAWRENCE J GANNON
MRS KATHLEEN M GANNON
2024 LINCOLN ST
CAMP HILL PA 17011-3841
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Camp Hill PA 17011-5603
717-761-3600
717-761-1994 FAX
888-607-7526 Toll free
Portfolio Summary
Product type
Value Value
one year ago last statement
Current value
Money Market Funds and Cash $9,061.57 '"~/./ , $10,429.85
Mutual Funds $42,151.58...~ '- $131,545.44
Securities Not applicable $205.02
Annuities Not applicable Not applicable
Certificates Not applicable Not applicable
Insurance Not applicable Not applicable
Limited Partnerships and REITs Not applicable Not applicable
Additional Products Not applicable Not applicable
Total value of all accounts $51,21 3,15 $142,180.31
$10,503.52
$131,515.81
~ $195.03 '---.-
Not applicable
Not applicable
Not applicable
Not applicable
Not applicable
$142,214.36
00100081535040000001 02/28/2003
,d~Wilil[TmqlT! .q ~lf~Tfi][ovz~.i4"~illi~iiqil
t'.O. Box 6/013 (7i 7) 234-8484 (Harrisburg)
Harrisburg, PA 17106-7013 (800) 237-7328 (Nationwide)
website - hJtp://www, psecu.com
CONSOLIDATE YOUR DEBT
NITH A PSECU PERSONAL SERVICE
LOAD AT NNN.PSECU.COH OR CALL
800.LOAN.555.
KATHLEEN M GANNON
JOINT OWNER
LARRY J GANNON
PAGE 2
0214 NITHDRANAL TRANSFER TO LOAN O1
0228 PAYHENT: DIVIDEND 1.000~
ANNUAL PERCENTAGE YIELD EARNED 1.01~ FROH 02/01/05 THROUGH 02/28/05
POST EFF I)ESCRZPTION . AMOUNT BALANCE
POST EFF DESCRIPTION AHOUNT BALANCE
iiiiiiiiii!!~l) ~:iiiiiiiiiiiiiii~i?~iiii[i~ ! ~HRISi~HA:~ ii!iSH~RE~ ~EG~HH~ i BAE~N~E ~ ~ ~Z
............ i~i~ti~:S~ ~; ~ ~:~i:~ ................................ i:'g~ ................ ' ....................................
POST EFF DESCRIPTION AMOUNT BALANCE
AIM lOZ~ STA~ ST LEHOYNE PA J
OZO1 NITHDRANAL AT ATH ~00006580/TR8550 100.00- 2159.11 J
/
21~9~:82
GENEILAL MOTORS ACCEPTANCE CORPORATION
ILO. Box 971 llorsham ISA 19044-3601
1-800-200-4622
BRANCIII!S '1 IIROUGIIOUT EXECUIIVF. OFFICES
TI I E WOI~.LD DE'[ROIT
ASSUMPTION OF LIABILITY AGREEMENT
I, Kathleen M. Gmmon, residing at 2024 Lincoln St., Camp Hill, PA 17011 hereby
assmne all responsibility regarding a retail installment sales contract, number 020-9022-
35767 entered into by Lawrence J. Gannon Jr. on 12/30/02 and assigned to General
Motors Acceptance Corporation. I am in agreement that the cur:'¢nt outstanding balance
on this account is $8,919.78 representing 56 payments of $159.28. The original finance
charge was detemfined at an APR of 0 %.
if any payment is not paid in full within 10 days after it is due, you will pay a late charge
of 5% per month of the amount of the payment that is late.
You can pre-pay all of your debt and get a refund of part of the finance charge. The
refund will be calculated by the actuarial method. There will be no refund paid to you if
it is less than $1.00.
I am entering into this ASSUMPTION OF LIABILITY AGREEMENT because the
vehicle, a 2002 Saturn SL1 VIN# 1G8ZG52822Z311327, is now in my sole possession.
It is EXPRESSLY UNDERSTOOD AND AGREED THAT, EXCEPT AS MODIFIED
BY THIS ASSUMPTION OF LIABILITY: AGREEMENT, ALL TERMS OF THE
ABOVE-IDENTIFiED CONTRACT SHALL REMAIN IN FULL FORCE AND
EFFECT.
Kathleen M. Gannon Date
GENE RA L~T__.,T~O,RS ACCEP TAN CE CO RPORATION
ASSISTANT SECRETAI7
555 Business Center Dr,
Horsham, PA 19044
Eslablished 1895
Brian C. Musselman, F.D.
Supe/vi$or
William G. Pegan, F.D.
P.O. Box 137
324 tlunqnlel Avenue
Lel,oyne, PA 17043-0137
(717) 763-7440
To Funeral Expenses of LAWRENCE
Kathleen Gannon
2024 Lincon Street
Camp Hill, PA 17011
J. GANNON
2003
March 5
PROF. SERVICES, FACILITIES
"Camry" Metal casket
Reinforced concrete vault
& AUTOS
Cash Advance Items:
Flowers
Copies of death certificate
Newspaper death notice
Good Shpherd Church
Cantor
Organist
Altar servers
Apr.9,
$3,495.00
1,625.00
700.00
$106.00
40.00
133.20
100.00
50.00
75.00
15.00
2003
$5,820.00
$519.20
TOTAL
$6,339.20
FOR APPOINIMENI PHONE 717-163-t440
P. 0. Box 67013 (717) 234-8484 (Harrisburg)
Ha~fis§ulg, PA 17106-7013 (800) 237-7328 (Nationwide)
website - http://ww~,.psecu.com
CONSOLIDATE YOUR DEBT
HITH A PSECU PERSONAL SERVICE
LOAD AT NNN.PSECU.COH OR CALL
800.LOAN.555.
KATHLEEN N GANNON
JOINT OWNER
LARRY J GANNON
PAGE
OZZ8 ENDING BALANCE Z$15.59
DIVIDEND YTD.' YEAR TO DATE 0.81
DIVIDEND YTD: IN Z00Z 9.8q
00r+997 508.1fi 005000 57.98 . 005004, .'38.11 005008 59'66
ASTERISK NEXT TO NUI"IBER INDICATES SKIP IN NUt'IBER SEQUENCE
OZOZ ID 01 PSL LOAN (OPEN END) BEGINNING BALANCE 1.17
~:~:~~ ~.~ ~~ :~ : ~ ~ ~ ~ ~ ~ ~ ~ ~ ~/~??' '? .......... ?.:~.~..~.~..? ......................
YTD FZNANCE CHARGE= YEAR TO DATE 0.0Z
YTD FZNANCE CHARGE: [N Z00Z 0.00
~ ~: ~:~ ~ ~ ~ ~:::~:~ ~ ~:~: .:..:.:.:.~:...:~..:. ;.;:;: ;..::: ::::~:.;::::..~:.~:: ..~;: ::; ;:.::.....::.:::...:: ::;:~ : ,; :....:: :~::;:.: .
P.O. Box 67013 (717) 234-8484 (Harrisburg)
Hurdsbu[g, ?A 17106-7013 (800) 237-7328 (Nationwide)
website - ht~p: / /www. psecu.com
CONSOLIDATE YOUR DEBT
NITH A PSECU PERSONAL SERVICE
LOAD AT HNN.PSECU.COH OR CALL
800.LOAN.555.
KATHLEEN M GANNON
JOINT OWNER
LARRY J GANNON
PAGE
ATH 102:~ STATE ST LEHOYNE PA
I OZO~ CHECK 00~.009 61,50~ 1707.61
I ~ ~ : OZl)~:'::ii~ii:::ii : CHECK 0l)~9~ ii i-:~ : ~ :'
OZlO ~THDRA~AL AT ATH flOOOOB~15/TR8550 ZO0.O0- 850.80
ATH 10~ STATE ST LEHO~E PA
0Z1~ CHECK 00500~ ~8.11- 779.
OZ~ CHECK 005000 57. ~S-
OZi~ PAYHENT= AT ATH flOOOOOZOO/T~S~O Z05.00
OZZ6 CHECK 005008 59.66- 607.~0
OZZ6 CHECK 005007 7Z. 6Z-
I OZZ8 PAYHEHT~ DIVIDEND 0.500~ 0.~
AHHUAL PERCEHTAGE YZELD EARHED 0.50~ F~OH
Z1r~9383
BUREAU OF /NDIVIDUAL TAXES
TNHERXTANCE TAX DTV/SZON
DEPT. 180601
HARRISBURG, PA 17126-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-lB47 EX AFP COl-OS)
THOMAS E FLOWER
SAIDIS ETAL
2109 MARKET ST ~
CAMP HILL PA 1701I !
DATE
ESTATE OF
DATE OF DEATH
F.rLE NUMBER
COUNTY
ACN
12-15-2005
GANNON JR
05-01-2005
21 05-0295
CUMBERLAND
101
Amoun'l: Rem/~ed
LAWRENCE J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CA~LISLE, PA 1701~
CUT ALONG TH'rS LINE ~ RETA.rN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTZCE OF 'rNHERZTANCE TAX APPRAZSEMENT, ALLOWANCE OR
DZSALLOWANCE OF DEDUCT.rONS AND ASSESSHENT OF TAX
ESTATE OF GANNON JR LAWRENCE J FILE NO. 21 05-0295 ACN 101 DATE 12-15-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVAT.rON CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S~ocks end Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~nership Zn~eras~ (Schedule C) ($)
q. Mortgages/No,es Receivable (Schedule D)
E. Cash/Dank Deposits/Misc. Personal Propar~y (Schedule E) (5)
6. Join~Zy Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Asse~s
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Cos~s/Misc. Expanses (Schedule H) (9)
10. Dab,s/Mortgage Liabilities/Liens (Schedule 1) (10)
11. To,al Deductions
12. Na~ Value of Tax Re~urn
lq/O00.O0
lq6/377.00
19/295.17
(8)
10,837. O0
8~919.00
(11)
(12)
15.
NOTE:
ASSESSMENT OF TAX:
15. Amoun~ of Line lq
16. Amoun~ of Line lq ~axable
17. Amoun~ of Line lq
18. Amoun~ of Line lq ~axeble
19. Principal Tax Due
TAX CRED.rTS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID (-)
Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Ne~ Value of Es~a~a Sub~ec~ ~o Tax (lq)
.rf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
.00 NOTE: To insure proper
.00 credi~ ~o your account,
.00 submi~ ~he upper portion
.00 of ~hts form wi~h your
~ax payment.
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDZTZONAL INTEREST.
179,671.17
19.756.00
1S9,916.17
.00
159,916.17
18 and 19 ~ill
.00
.00
.00
( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT 1S REQUIRED.
ZF TOTAL DUE 1S REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
TOTAL TAX CRED.rT
BALANCE OF TAX DUE]
XNTEREST AND PEN.
TOTAL DUE
AMOUNT PAID
.00
(15) 159,916.17 x O0 = .00
(26) .00 x Oq5= .00
(17) . O0 x 12 : . O0
(lB) . O0 x 15 : . O0
(19)= . O0
RESERVATION:
Estates of decedents dying on or before December II, 19AZ -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate far
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECT[OHS:
DISCOUNT:
PENALTY:
INTEREST:
To ~uIfill the rmquirements of Section ZI~O of the Inheritance end Estate Tax Act, Act Z3 of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILES, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may bm requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Appllcations are available at the Office
of the Register of NiIls, any of the 23 Revenue District Offices, or by calling the special Z4-hour
ansmmring service for forms ordering: 1-800-36Z-Z050; services for taxpayers mith special hearing and / or
speaking needs: 1-800-~qT-30ZO (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Not[ce must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals) Dept. ZBIOZ1, Harrisburg, PA 17lIB-lOll, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171ZB-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three I3) calendar months after the decedent's death, a five percent (5X) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one il) day from the date of
death, to the data of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .00016~. All taxes which became dmlinquent on and after
January 1, 1982 miZl bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO3 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOZ .0005~8 1987 9Z .000Z47 1999 7Z .OOOXDZ
1983 16Z .000~38 1988-1991 llZ .000501 ZOOO 8Z .000Z19
198~ 1II .000301 199Z 9Z .0002~7 ZOO1 9Z .O00Z~7
1985 15Z .000~56 1993-199~ 7Z .O0019Z 2002 6Z .00016~
1986 XOZ .OOOZ7~ 1995-1998 9Z .OOOZ~7 2003 5Z .DOg137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued ~'fter the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No. 21-03-0295
Lawrence J. Gannon, Jr.
March 1, 2003
Admin. No. 2003-00295
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes X; No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
No X
Did the personal representative file a final account with the Court? Yes_;
account is:
b. The separate Orphans' Court No. (if any) for the personal representative's
c. Did the personal representative state an account informally to the parties
in interest? Yes ___X; No __.
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date:
Signature
Name: Thomas E. Flower, Esquire
I.D. No. 83993
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Capacity: __ Personal Representative
X Counsel for Personal Representative