HomeMy WebLinkAbout10-02-14 1505610105
REV-1500EX(w-ii)(FI), :?
OFFICIAL USE ONLY
PA Department of Revenue pennsytvania
oF.A*���.oFw��Ex�= County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 28o6oi
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
— 12/31/2013 09/0� �
Decedent's Last Name _ Suffix Decedent's First Name MI
I K�AFKALAS F FNICHOLAS
_. . .............. ............... .........
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
_._.
i ---------- ............. _ _ L __ . __ G
Spouse's Social Security Number
--��-��-- -�j THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
C@D 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death
Prior to 12-13-82)
O 4.Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
OD 6. Decedent Died Testate O 7.Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
.....
STEVE C. NICHOLAS (717) 540-7746
. .......... ......_..... ....
REGISI!CR OF WILLS a�ONLY
C -c
In
First Line of Address
2215 FOREST HILLS DRIVE — _ -�--
I
Second Line of Address - -
I SUITE 37 c
I _............. .............._ ........ -' r
City or Post Office State ZIP Code DTE FILED i
f't7
HARRISBURG PA 1rn
) 7112 Cn
Correspondent's e-mail address:
Under penalties of perjury,I declare that I have examiBod1his return,including accompanying schedules and statements,and to the best of my knowledge and belief,
complete.D n, er h the personal representative is based on all information of which preparer has any knowledge.
SIGN ERS ONSIB URN DATE
ADDRESS I
35 Wedgewood Drive, Carlisle, PA 17015
SIGNA�QP 9(tET E THAN REPRESENTATIVE I
ADDRESS {
2215 Forest Hills Drive, Suite 37, Harrisburg, PA 17112
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610105 1505610105 J
1505610205
REV-1500 EX(FI)
Decedent's Social Security Number
Decedent's Name: KAFKALAS, NICHOLAS P. 7646
RECAPITULATION
1. Real Estate(Schedule A). ................. ...... .................... . 1. 209,522.00
2. Stocks and Bonds(Schedule B) ....................................... 2. 2,689.50
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3.
4. Mortgages and Notes Receivable(Schedule D).. ....... .................. 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E)...... . 5. 147,803.66
6. Jointly Owned Property(Schedule F) O Separate Billing Requested ...... . 6. 160,092.82
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested... ..... 7. 15,110.06
8. Total Gross Assets total Lines 1 through 7 8. 535,218.04
9. Funeral Expenses and Administrative Costs(Schedule H)............. ...... 9. 13,033.461
10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1)........ ....... 10. 31,857.45
11. Total Deductions(total Lines 9 and 10)..................... ............ 11. 44,890.91
12. Net Value of Estate(Line 8 minus Line 11) ............................:. 12. 490,327.13
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ''
an election to tax has not been made(Schedule J) ................. . .... . . 13. 9,000.00
14. Net Value Subject to Tax(Line 12 minus Line 13) .. ............. . .... .... 14. 481,327.13
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0- 15.
16. Amount of Line 14 taxable "
at lineal rate X.0 45 1 478,327.13 16. 21,524.72
17. Amount of Line 14 taxable
at sibling rate X.12 ®� 17.
18. Amount of Line 14 taxable I 3,000 00 450.00
at collateral rate X.15 I 18.
19. TAX DUE .............. ......... . ....... ............... ......... ... 19.ii 21,974.72
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ( >
Side 2
1505610205 1505610205 J
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
Nicholas P. Kafkalas
STREETADDRESS
522 Fairway Drive
CITY STATE ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 21,974.72
2. Credits/Payments
A.Prior Payments _.. 27,000.00
B.Discount 1,098.72
Total Credits(A+B) (2) 28,098.72
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 6,124.00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5)
Make check payable to: REGISTER OF WILLS,AGENT.
A
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 ............................................ ❑ 0
c. retain a reversionary interest.............................................................................................................................. ❑ ■
d. receive the promise for life of either payments,benefits or care?...................................................................... ❑
2. If death occurred after Dec.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?.............. ❑ 0
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
containsa 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.
For dates of death on or after July 1, 1994,and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a 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 21 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 0 percent[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 percent,except as noted in[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§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-1502 EX;(12-12)
pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
KAFKALAS, NICHOLAS P.' 21 14-0008
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1' 1522 Fairway Drive,Camp Hill,PA 17011 209,522.00
� East Pennsboro Township,Cumberland County
PIN 09-20-1850-2561 Deed Book 281-595
(SEE ATTACHED HUD71 SETTLEMENT STATEMENT DATED 09/10/2014)
s i '
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----------
• �•`.--..-�—.ter.,.....
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f
j
TOTAL(Also enter on Line 1, Recapitulation.) $
209,522.00
If more space is needed,use additional sheets of paper of the same size.
REV-1503 EX+(8-12)
pennsytvania SCHEDULE B
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
KAFKALAS, NICHOLAS P. 21 14-0008
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1' MetLife,Inc.-#C0027463703 - 50 Shares @$53.79 2,689.50
TOTAL(Also enter on Line 2, Recapitulation) $ 2,689.50
If more space is needed,insert additional sheets of the same size
REV-15o8 EX+(o8-i2)
i� pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
KAFKALAS, NICHOLAS P. 21 14-0008
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. Members 1st FCU Certificates of Deposit
#44543-40 19,117.09
#4454341 16,580.61
#4454343 15,430.51
#4454344 12,849.11
#4454345 12,931.00
#4454346 11,977.15
2. PNC Bank Certificate of Deposit#21001020160 1,747.02
3. PNC Investment Account#4626376 19,064.49
4. Santander
Certificate of Deposit#0355002577 17,809.57
Checking Acct#1791053106 250.01
Savings Acct#0464015981 16,494.13
Money Market Acct#7672819518 2.73
5. Personal Property(proceeds from Costea's Auction House) 1,395.00
6. Credits from the sale of 522 Fairway Drive
County(rownship Tax 231.07
School Tax 1,892.67
3rd Qtr Sewer/Trash 31.50
TOTAL(Also enter on Line 5, Recapitulation) $ 147,803.66
If more space is needed,use additional sheets of paper of the same size.
REV-1509 EX+(oi-So)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE 30INTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
KAFKALAS, NICHOLAS P. 21 14-0008
If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A.Peter N. Kafkalas 35 Wedgewood Drive, Carlisle, PA 17015 Son
B. Ellen Ann Kafkalas 112 S. Madison Street,Allentown, PA 18102 Daughter
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENTS VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. 11/01/13 2007 Honda Civic Sedan 6,699.00 50 6,699.00
2. A 06/04/13 M&T Bank Checking Acct#21717 42,008.15 33 28,006.83
B 09/28/68
3. AB 03/04/13 Members 1st FCU Savings Acct#44543-00 31.98 33 31.98
4. AB 06/12/13 PSECU Acct#8340xxxxxx
S1 Savings 2,367.11 33 2,367.11
S50 Certificate 18,825.06 33 18,825.06
S51 Certificate 20,490.41 33 20,490.41
S52 Certificate 15,342.46 33 15,342.46
S53 Certificate 10,394.63 33 10,394.63
5. AB 12/31/12 PNC Bank Checking Acct#5140163242 15,890.25 33 5,296.75
6. AB 12/27/12 Santander
Money Market Acct#7675933346 90,795.20 33 30,265.06
Money Market Acct#7675933680 66,620.58 33 22,206.86
Checking Acct#2107866589 500.00 33 166.67
TOTAL(Also enter on Line 6, Recapitulation) $ 160,092.82
If more space is needed,use additional sheets of paper of the same size.
REV-1510 EX+(08-09)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
KAFKALAS, NICHOLAS P. 21 14-0008
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD S EXCLUSION TAXABLE
INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELA7iON5HIP TD DECEDENr AND
NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IFAPPIICAM) VALUE
1. Santander Investment Services 12,027.34 100 12,027.34
#HD 9-165881
2 Members 1st FCU Investment Savings Account 9,082.72 100 6,000.00 3,082.72
#44543-05
A. Gift to Peter N.Kafkalas(Son)on 3/4/2013 $3,000.00
B. Gift to Ellen Ann Kafkalas(Daughter)on 3/4/2013 $3,000.00
TOTAL(Also enter on Line 7, Recapitulation) $ 15,110.06
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+(08-13)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
KAFK:ALAS, NICHOLAS P. 21 14-0008
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. I FUNERAL EXPENSES:
,Funeral-Neill Funeral Home 5,784.46
(2 Funeral Luncheon-Philoptohos Society �J _2,6_25.00,
3. lFuneral Loiva-Sophia Kaldes _ 120.00
B. ADMINISTRATIVE COSTS:
�-� --
• 1. • Personal Representative Commissions: Y
Name(s)of Personal Representative(s)
Street Address ,
City State ZIP
Year(s)Commission Paid:
2. ' Attorney Fees:
I 3 500.00,}
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: 573.5 .
5. Accountant Fees: 1 ji
6. Tax Return Preparer Fees:
• _ �-�-��•• --Y=om
7• Short Certificates-Register of Wills
_ _ ._,....,._�_.:...._.__ _ _ __ _ _ �+�--tea•--
. Advertising Cumberland Law Journal and The Sentinel �~ 350.50 F.
91 Date of Death Balances Santander Bank - 20.00A.
o. Postage,copies,notary-Nicholas Law Offices,PC 35.00 tl
TOTAL(Also enter on Line 9, Recapitulation) $f 13,033.46
I
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+(12-12)
-JOE-
"N SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE.NUMBER
KAFKALAS, NICHOLAS P. 2114-0008
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1• Donnel Brown-Home caregiver 1,666.25
2. Don Wagner-Snow removal/lawn care 550.00
3. ,Joseph Benes-Home repairs/painting 1,067.00
4. Adam Gonion-Home repairs/electrical 160.00
5. Croft Brothers Plumbing-Home repairs/plumbing 191.84
6. Cumberland Masonry-Home repairs 2,800.00
7. Newburg Seamless Spouting-Home repairs 857.00
8. Overhead Door Company-Home repairs 89.57
9. Greenwood Turf Care-Lawn maintenance 167.43
10. Dillers Transfer Station-Trash hauling 97.55
11. ABC Fuel Oil-Heating oil 1,984.96
12. Amedgas Propane-open account 284.54
13. Shredding Solutions-open account 20.00
14. Verizon-open account 320.47
15. Comcast-open account 242.99
16. PPL-open account 621.55
17. PA American Water Co-open account 681.35
18. USAA-Homeowners Insurance 441.14
19. East Pennsboro Twp-Sewer Trash 289.80
20. Debbie Lupold,Treasurer-2014 Real Estate Taxes 3,034.20
21. US Treasury-20141040 PIT 2,231.00
22. US Treasury-Refund Decemer 2013 SSA 1,361.70
23. H&R Block-2013 tax preparation 25.00
24. 360 Tour Design&Marketing-open account 125.00
SEE ATTACHMENT FOR ADDITIONAL DEBTS
TOTAL(Also enter on Line 10,Recapitulation) $
If more space is needed,insert additional sheets of the same size.
Kafkalas Schedule I attachment scn/est
SCHEDULE I(cont.)
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Estate of Kafkalas,Nicholas P. File Number: 21-14-0008
Item# Description Value at date of death
25. GM Capital One Open account $833.08
26. PA Democratic Party Open account $ 25.00
27. East Pennsboro Ambulance Open account $ 76.60
28. Lowe's Home repairs(Dishwasher) $486.08
29. Costea's Auction House Expenses of sale(personal property) $548.25
30. Sale of 522 Fairway Drive Closing expenses
a. Incite Realty Commission $ 3,142.83
b. Century 21 Commission $ 5,238.05
C. Purity Abstract Notary fees $ 10.00
d. Purity Abstract POA&Tax cert fee $ 60.00
e. Recorder of Deeds Realty Transfer tax $ 2,095.22
f. Recorder of Deeds Record POA $ 32.00
$10,578.10
TOTAL $31,857.45
REV-1513 EX+(01-10)
Qpennsylvania •SCHEDULE J
1 DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER: _
KAFKALAS, NICHOLAS P. - 21 14-0008
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
1• IPeter N.Kafkalas,35 Wedgewood Dr.,Carlisle,PA 17015 Sone 50%of Residue '
L 2.j jEllen Ann Kafkalas, 112 S.Madison St.,Allentown;PA 18102 y Daughter =. 5ofLeidue
L-,3 IC{ Kristina M.Kafkalas,219 Monastery Ave.,Philadelphia,PA 19128 [Granddaughter $5,000.00
;Jennifer Anne Meier,3 Crown View,Carlisle,PA 17013 �� Granddaughter �- $10,000.001
_ �.� -
5.� ,Nicholas A.Kafkalas,360 State St.,Apt.806,New Haven,CT 0651 Grandson $5,000.00
Marilyn Y.McGunagle,4300 Judith St.,Rockville,MD 20853 Ex-daughter-in-law $3,000.01
Eli L
.�. _
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
• ( —
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
. • - 51. ISEEATTACHMENT
•
1, w `
TOTAL OF PART II—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
If more space is needed,use additional sheets of paper of the same size, ,
Kafkalas Nicholas Schedule J Attachment scn/est
SCHEDULE J (Cont.)
BENEFICIARIES
ESTATE OF: FILE NUMBER
TREJO,JOSE MERCED a/k/a Jose M.Trejo,Jr 2113-0850
No. Name and Address of Relationship Amount or
Person Receiving Property to Decedent Share of Estate
II. NON-TAXABLE DISTRIBUTIONS
A. Spousal Distributions under§9113 for which an election to tax is not taken:
B. Charitable and Governmental Distributions
(i) St. Spyridon Greek Orthodox Church $2,000.00
115 St. Spyridon Lane,Monessen,PA 15062-1933
(ii) St.Paul's Lutheran Church $1,000.00
1317 Grand Blvd.,Monessen,PA 15062-1920
(iii) Bethesda Mission $1,000.00
611 Reily Street,Harrisburg,PA 17102-1128
(iv) St. Catherine Philoptohos Society of the $2,000.00
Holy Trinity Greek Orthodox Cathedral
1000 Yverdon Drive, Camp Hill,PA 17011-1239
(v) Scholarship Fund of the $2,000.00
Holy Trinity Greek Orthodox Cathedral
1000 Yverdon Drive,Camp Hill,PA 17011-1239
(vi) Senior Citizen Fund of the $1,000.00
Holy Trinity Greek Orthodox Cathedral
1000 Yverdon Drive,Camp Hill,PA 17011-1239
TOTAL OF PART H $9,000.00
ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Ka&alasNicholas revised 2012 sciVwifls
LAST WILL AND TESTAMENT
OF
NICHOLAS P. KAFKALAS
L NICHOLAS P. KAFKALAS of 522 Fairway Drive, Camp Hill, Cumberland County,
Pennsylvania 17011, declare this to be my Last Will and revoke any Will or Codicil previously
made by me.
ITEM 1: 1 direct that all expenses of my last illness and funeral, including my
gravemarker and perpetual care, shall be paid from my residuary estate as soon as practicable
after my decease as a part of the expense of the administration of my estate.
ITEM H: I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as
a part of the expense of the administration of my estate,without apportionment.
ITEM III: I give, devise,bequeath and make the following specific bequests:
a) The sum of Five Thousand Dollars ($5,000.00) to my granddaughter,
CHRISTINA M. KAFKALAS of 219 Monastery Avenue, Philadelphia,
Pennsylvania 19128,providing that she survives me by thirty (30)days; and
b) The sum of Ten Thousand Dollars ($10,000.00) to my granddaughter,
JENNIFER ANNE METER of 3 Crown View, Carlisle, Pennsylvania 17013,
providing that she survives me by thirty(30) days; and
c) The sum of Five Thousand Dollars ($5,000.00) to my grandson,
NICHOLAS A. KAFKALAS of 1412 Ridge Road, North Haven, Connecticut
06473,providing that he survives me by thirty(30) days; and
d) The sum of Three Thousand Dollars ($3,000.00) to MARILYN Y.
WGUNAGLE of 4300 Judith Street, Rockville, Maryland 20853, providing that
she survives me by thirty(30) days.
e) The sum of Two Thousand and 00/100 ($2,000.00) Dollars to the St.
Catherine Philoptohos Society of the Holy Trinity Greek Orthodox
Cathedral, 1000 Yverdon Drive,Camp Hill,Pennsylvania; and
f) The sum of Two Thousand and 00/100 ($2,000.00) Dollars to the Holy
Trinity Greek Orthodox Cathedral Scholarship Fund, 1000 Yverdon Drive,
Camp Hill,Pennsylvania; and
g) The sum of One Thousand and 00/100 ($1,000.00) Dollars to the Senior
Citizen Fund, Holy Trinity Greek Orthodox Cathedral 1000 Yverdon Drive,
Camp Hill,Pennsylvania; and
h) The sum of Two Thousand and 00/100 ($2,000.00) Dollars to St.
Spyridon Greek Orthodox Church, Reeves Avenue, Monessen, Pennsylvania;
and
i) The sum of One Thousand and 00/100 ($1,000.00) Dollars to St. Paul's
Lutheran Church, Watkins Avenue & Grand Boulevard, Monessen,
Pennsylvania; and
j) The sum of One Thousand and 00/100 ($1,000.00) Dollars to the
Bethesda Mission of Harrisburg,Pennsylvania.
ITEM IV: I give, devise and bequeath all the rest, residue, and remainder of my
Estate of every nature and wherever situate, in equal shares, share and share alike,to my son and
daughter, PETER NICHOLAS KAFKALAS and ELLEN ANN KAFKALAS, providing that
they shall survive me by thirty(30)days.
Should my son, PETER NICHOLAS KAFKALAS, predecease me or die on or before
the 30'�' day following my death, I give, devise and bequeath his,share of my estate to his issue,
per stirpes, who survive me by thirty(30)days. At the time of the execution of this my Last Will,
my grandchildren include CHRISTINA KAFKALAS, JENNIFER KAFKALAS and
NICHOLAS A. KAFKALAS.
ITEM V: I hereby authorize and empower my Executors hereinafter named to sell all
of the real property and any or all of the personal property not specifically bequeathed herein,
which I may own or to which I am entitled at the time of my death, in the sole discretion of my
Executors at private or public sale, without an Order of Court, at such time or times and upon
such terms as the said Executors shall deem proper for the best interests of my estate or of my
beneficiaries, thereby converting the same into cash. I further authorize and empower my said
2
Executors to execute, acknowledge and deliver all proper writings and deeds of conveyance and
transfer thereof.
ITEM VI: The principal and income of any bequests or trusts created hereunder shall
be free from anticipation, assignment, pledge or obligation of any beneficiaries and shall not be
subject to any execution or attachment or to voluntary or involuntary alienation.
ITEM VH: I appoint my son and daughter, PETER NICHOLAS KAFKALAS and
ELLEN ANN KAFKALAS,Executors of this,my Last Will.
ITEM VIII: I direct that my Executors or their successors, shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
ITEM IX: I direct that my Executors or their successors shall retain the Nicholas Law
Offices,PC to assist them in the probate of my estate.
IN WITNESS WHEREOF,I have hereunto set my hand and seal the -day of
2012.
NICHOLAS P.WAFKALAS
3
The preceding instrument, consisting of this and three (3) other typewritten pages,
identified by the signature of the Testator, was on the day and date thereof signed, published and
declared by NICHOLAS P. KAFKALAS,the Testator therein named, as and for his Last Will,
in the presence of us, who, at his request and in his presence and in the presence of each other,
have subscribed our names as witnesses hereto.
-7:
of i
/x-
of
4
ACKNOWLEDGMENT
COMMON-WEALTH OF PENNSYLVANIA
:ss.
COUNTY OF DAUPIEN
1, NICHOLAS P. KAFKALAS, the Testator whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will; and that I signed it willingly and as my free
and voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before me by NICHOLAS P.KAFKALAS this
3 0t�j—day of_ ,� 2012.
� r
NICHOLAS P.kAFKA..LAS
1
Notary Public
CM '!MnNrALTM0FPFM1MVLVAM^
NOTARM
STEVE CMOOLAS,NSEALotwy Pubic
Lour Paxion Twp.,Da*fin County
My Comndss-=E*"Sgmmrber 25,2Q15
5
COMMONWEALTH OF PENNSYLVANIA
:ss.
COUNTY OF DAUPHIN
WE, the undersigned witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and say that we were present and
saw the Testator, sign and execute the instrument as his free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing and sight of the Testator signed
the Will as a witness; and that to the best of our knowledge, the Testator was at that time 18 or
more years of age, of sound mind and under no constraint or undue influence_
Swornto or affirmed and subscribed before me by the undersigned witnesses,this
day of S4�,L,� 2012.
Witness
Notary Public
t0604C*r*T-^J-T"OF PENftMVA#"
NOTARIAL SEAL
STEVE C.NICHOLAS,Notary Nft
Lower Paxton Twp.,Dauphin Co"
My Commission Expires September 25,2015
WQ,fe"racf OMB Approval No.2502-0265
0
y b ����•t4G
aGQ [IIa= A. Settlement Statement (HUD-1)
Bae aa�Ei'o
B. Type of Loan
1,Q FHA 2.Q RHS 3.N Conv,Unins, 6. File Number: 7. Loan Number: 8. Mortgage insurance Case Number:
4.❑VA 5.❑Corry Ins. P.14-207 911268247
C. Note: This form is furnished to give you a statement of actual settlement costs Amounts paid to and by the settlement agent are shown.
Items marked'(p.o.c.)'were paid outside the closing;they are shown here for Informational purposes and are not included in the totals
D. Name and Address of Borrower: E. Name and Address of Seller: F. Name and Address of Lender.
Mark L.Hale and Peter Nicholas Kafkalas,co-ex
Silvia N.Hale Ellen Ann Kafkalas,co-ex Fairway Independent Mortgage
6151 Haymarket Way 522 Fairway Drive Corporation
Mechanicsbug,PA 17050 " ' Camp H11,PA 17011 1150 Lancaster Blvd Ste 200
Mechanicsburg,PA 17055
G. Property Location: H. Settlement Agent: 1, Settlement Date:
522 Fairway Drive PURITY ABSTRACT COMPANY
Camp Hilt,PA 17011 3315 MARKET STREET September 10,2014
East Pennsboro Twp,Cumberland County CAMP HILL PA 17011 Ph. (717)737-8359
Place of Settlement:
Century 21 Realty Services
3315 Market St,Camp Hill,PA
J. Summary of Bormwees transaction K. Summary of Settees transaction
100. GrossAmount Due from Borrower. 400. Gross Amount Due to Seller:
101. Contract sales price 1 209,522.00 401. Contract sales price 209,522.00
102. Personal property 402. Personal property
103. Settlement Charges to Borrower Line 1400 7,251.71 403.
104. i 404.
105. 405.
Adjustments for items paid b Seller in advance Adjustments for items paid by Seller in advance
106, COUNTYITOWNSHIP 09/10/14 to 01101/15 231.07 406.COUNTY/TOWNSHIP 09/10/14 to 01/01/15 1 231.07
107. CITY TAX to 407.CITY TAX to
108. SCHOOL TAX 09/10/14 to 07/01/15 1,892.67 408,SCHOOL TAX 09/10/14 to 07/01/15 1,892.67
109. 3rd qtr SEWER/REFUSE 09/10/14 to 10/01/14 31.50 409.3rd qtr SEWER/REFUSE 09110/14 to 10/01/14 31.50
110. 410.
111. 411.
112. 412.
120, Gross Amount Due from Borrower 218,928.95 420.Gross Amount Due to Seller 211,677.24
200, Amounts Paid by or in Behalf of Borrower I 500. Reductions in Amount Due Seller.
201. Deposit or earnest money 1 5,000.00 501. Excess deposit see instructions
202. Principal amount of new bans 167 600.00 502. Settlement charges to Seger Line 1400 10,578.10
203. Existing loans taken subject to 503. Existin loans taken subject to
204, 504.Payoff First Mortgage
205. 505.Payoff Second Mortgage
208. 506.
207 507.(Deposit disb.asproceeds)
208. 508•
209• 509.
Adjustments for items unpaid by Seller Adjustments for items unpaid by Seller
2f0. COUNTY/TOWNSHIP to 510. COUNTY/TOWNSHIP to
211. CITY TAX to 511. CITY TAX to
212. SCHOOL TAX to 512.SCHOOL TAX to
213. 513.
214, 514,
1215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. Total Paid b lfor Borrower 172,600,00 520-Total Reduction Amount Due Seller 10,578.10
300. Cash at Settlement from/to Borrower 600. Cash at settlement toltrom Seller
301. Gross amount due from Borrower line 120 218,928.95 601. Gross amount due to Seiler time 420 211,677.24
302. Less amount paid byffor Borrower(fine 220) ( 172,600.00) 602. Less reductions due Seller(line 520) 10,578.10
303. Cash Q From ❑ To Borrower 46,328.95 603. Cash Q To From Seiler 201,099.14
-Paid assideddectnabiWMmw (a),mOwIs3,I !r ra (T)
The undersigned her g cep of this statement S any attachments referred to herein
Borrower Seiler E i( S P KAFS�tA,,S^ ''•
Mark L ,,�^//// •�'
]as Ka las =e for
S" N.Hale -•-'�'� C!
Ellen Ann Kafkalas,co-executor P �L
The Pubft Repadrg ea@nfa th&C01WfiCn drdo'metion is estimated d 35 mimes per resga efor collecting,re0eMng,and repatr9ft ma.TNs agency may nd cdfeQfis heamdim aMY-w.-I mwrw townpete
Cisfar,vicesitdsplays aeartrlly vstldOfi$we7d rsmbar,NoasfitlatCalnyisasstrad;tlis 6sdasveis medatay.Tris is designed to proaide the perces toe RESRAcovaed e'ensactialQhimamationdtrirgtnes6MC ra
process
Page 1 of 3 HUD-1
(HALE.522.PF D/P.14-207115)
clement Cha es
i otai Regi,Estate'13roiie r Paid From Paid From
Division of commission(fine 700)as Tatlow$ Borrowers Seltets
701.$3,142.83 to Incite Really Funds at Funds at
702.$ 5,238.05 to Century 21 Realty Services Settlement settlement
703.Commission 2aid at settlement 8,380.88
704,
705,
706.ADD'L COMMISSION to CENTURY 21 REALTY SERVICES 295.00
800.Items Payable in.Connegtidrrwitfi`Laan ._'' ' ,
1801.Our origination ch arge $ 1,161.00 from GFE#1
$02.Your credit or charge oints for the specific interest rate chosen $ from GFE#2
803.Your adjusted oriclination charges from GFE#A 1,161.00
804.Appraisal fee to FIMC FBO CENTRAL PENN APPRAISALS from GFE#3 400.00
805,Credit Report to FIMC FSO CREDIT PLUS from GFE#3 46.92
806.Tax service to from GFE#3
807.Flood oettitioation to FIMC FBO FLS from GFE#3 9.75
80S.AppraisalAdmin Fee to FIMC FBC FLS from GFE#3 120.00
809, from GFE
810. from GFE 43
811. (from GFE#3)
$00.Items Required:by Lenderta Ss Paiil,in Advance77.1 1
901,Daily interest charges from 09/10/14 to 10/01/14 21 Q $19Z151001da from GFE#10 409.82
902.Mortgage insurance premium for months to (from GFE#3)
903.Homeowner's insurance for 1.0 years to LIBERTY MUTUAL (from GFE#11) 748.00
904. (from GFE#11)
905. (from GFE#11)
1000.Reserves'.Deposited wtthilendec x
1001.Initial deposit for your escrow account (from GFE#9)
1002.Homeowner's insurance months @ $ per month $ WAIVED
1003.Mortgage insurance months $ per month S
1004.Property taxes $
COUNTY TAX months @ $ per month
CITY TAX months @ $ per month
SCHOOL TAX months @ $ per month
1005. $
SCHOOLTAX months @ $ per month
COUNTY/TOWNSHIP monthsper month
1006.PROPERTY TAXES months @ $ per month $ WAIVED
1007. months @ $ per month $
1008. $
1009.AC-GREGATE ADJUSTMENT $
1100.Title Charges '
1101, Title services and tender's We insurance (from GFE#4) 1,562.001 1
1102. settlement or ciosin fee $
1103. Owner's title insurance to FIRST AMERICAN TITLE INS.CO. (from GFE#5) BASIC 210.00
1104. Lender's title insurance to FIRST AMERICAN TITLE INS.CO. $ 1,390.00 BASIC
1105. Lender's title policy I'unit $ 167,600.00
1106. Owner's title policy limit $ 209,522.00
1107. Agent's portion of the total title insurance premium to PURITYABSTRACT COMPANY $ 1,360.00
1108. Underwriter's portion of the total title insurance premium to FIRST AMERICAN TITLE INS.CO. $ 240.00
1109. Notary Fee to Notary Clerk $ 10.00
1110. POA prep to PURITYABSTRACT COMPANY $ 50.00
1111. Tax cert fee to PURITY ABSTRACT COMPANY $ 10.00
1112. $
1113. $
1200::Govemmer#Recordin�aridTrartsferCharges:;.` ` ..,.;. ;..; „:.,
1201.Government recording charges to RECORDER OF DEEDS from GFE#) 184.00
1202.Deed$ 79.00 Mortgage $ 105.00 Releases $ Other$
1203.Transfer taxes to RECORDER OF DEEDS (from GFE#8) 2,095.22
1204.0 /County taxlstam s S 2095.22 $ 2,095.22
1205.State tax/stamps S 2.095.22 $
1206.POWER OF ATTORNEY to Recorder's Office 32.00
1207.
1300:Additional Settlement„C argas.,
1301.Required services that you can shop for (from GFE#6)
1302.Sewer/Refuse purchase cert to EAST PENNSBORO TOWNSHIP $ 10.00
1303. $
1304. $
1305. $
1400.TofaiSetttem'ent,Ctfarges.{en#exontuies103,5ectton`J:and502SeclrQnt� ;; 7,251.71 10,578.14
'Paiaaufaidaddosing Cr borrasv(e).saler(S1.t�da'(L).or drirbpdrty(11
By sigrin9 pap f of NS statanett ft siguaaries adrDMetlge recept da competed Copy d Page 283 of WS ttree page
n444Z/I
PURITY VCT COMPANY,Settlement Agent
Certified to be a true copy.
Page 2 of 3 HUD-1
(HALE.522.PFD/P 14-207115)
.rison of Good Faith Estimate(GFE)and 14UD-1 Charges Good Faith Estimate HUD-1
ges That Cannot Increase HUD-1 Line Number
ar origination charge # 801 1,161.00 1,161.00
Your adjusted origination charges #803 1,161.00 1,161.00
Transfer taxes #1203 2,495.22 2,095.22
Charges That in Total Cannot Increase More than 10% Good Faith Estimate HUD-1
Government rearding charges 01201 2204.00 184.00
Appraisal fee #804 420.00 400.04
Credit report #805 40.00 46.92
Flood certification #807 9.75 9.75
Appraisal Admin Fee #808 120.00 120.00
Total 2,789.75 760.67
Increase between GFE and HUD-1 Charges $ -2,029.08 or -72.73°/
Charges That Can Change Good Faith Estimate HUD-1
Initial deposit for your escrow account #1001 0.00
Daily interest charges #901 $ 19.515100/day 514.44 409.82
Homeowner's insurance #903 840.00 748.00
Title services and lender's We insurance #1101 1,635.00 1,562.00
Owner's tide insurance to FIRST AMERICAN TITLE INS.CO. #1103 210.00 210.00
Loan Terms
Your initial loan amount Is $167,600.00
Your loan term is 30.00 years
Your Initial interest rate is 4.2500%
Your initial monthly amount owed for principal,interest and $824.49 includes
any mortgage insurance is FX� Principal
O Interest
Mortgage insurance
Can your Interest rate rise? No [] Yes,it can rise to a maximum of °!o. The first
change will be on and can change again every T months after
Every change date,your interest rate can increase or decrease
by_%. Over the life of the loan,your interest rate is guaranteed
to never be lower than %or higher than %.
Even if you make payments on time,can your loan balance rise? LT No ❑ Yes,it can rise to a maximum of$
Even if you make payments on time,can your monthly No Yes,the first increase can be on and the monthly
amount owed for principal,Interest,and mortgage insurance rise? amount owed can rise to$
The maximum it can ever rise to is$
Does your loan have a prepayment penalty? QX No Yes,your maximum prepayment penalty is$
Does your loan have a balloon payment? No Yes,you have a balloon payment of$
due in_years on
Total monthly amount owed including escrow account payments x❑ You do not have a monthly escrow payment for hems,such as property
taxes and homeowner's insurance.You must pay these items directly
yourself.
n You have an additional monthly escrow payment of$N/Athat results
In a total initial monthly amount owed of$N/A.This includes
principal,interest,any mortgage insurance and any items checked below:
❑ Property taxes Homeowner's insurance
Flood insurance
❑ ❑
Note: If you have any questions about the Settlement Charges and Loan Terms fisted on this form,please contact your lender.
Page 3 of 3 HUD-1
(HALE.522.PFD/P.14-207/15)
-—————— uutsice UZ5A,w territories tr(;anaaa ZU I bIJU bb/b
---.--AUTO**3-DIGIT 170 00010810042568 042568 Hearing Impaired(TDD) 2016806611
www.compLitershare.corn/investor
Recipient
NICHOLAS P KAFKALAS
522 FAIRWAY DRHolder Account Number
CAMP HILL PA 17011 IV On
00027463703 IND
MMEM OT
vo
k Vrl Record Date 08 Nov 2013
Check Number. 0011248380
Please see reverse for important information,
OOICS0005.Do,iil,ngNIETL.,PGI.METI.,230922_(,0$31/042569/042169ft
MetLife, Inc. -Combined Dividend Payment 12013 Tax Form 1099-DIV
E] Corrected(d cltedwd) Account Number C0027463703
Form 1099-DIV-Dividends and Distributions 2013 Copy B-For Recipient Recipient's ID No.ending in ***-**-7646
Payer's Federal ID No. 51-6516987
This is important in information and is being furnished to the Intemall Revenue Service.If you are required to file a return,a negligence OMB No. 1545.0110
penalty or other sanction may be irnposed on you If this income is taxable and the IRS determines that it has not been reported, Department of the Treasury-Internal Revenue Service
Recipient NICHOLAS P KAFKALAS
522 FAIRWAY OR
CAMP HILL PA 17011
as Total Ordinary Pb Qualified 131 Nondividend L{j FEDERAL INCOME L6
jForeign Tax 7 Foreign Country aj Cash Liquidation
Dividends Dividends($)I Distributions TAX WITHHELD($) 1 Paid(S) or U.S.PM Dista(S) Payer's Details
50.50 50.50 0.00 0.00 0.00 COMPUTERSHARE AS CUSTODIAN OF THE
METLIFE POLICYHOLDER TRUST
PO BOX 43006
PROVIDENCE R1 02940
Form 1099-DIV(Keep for your records)
MetLife Policyholder Trust Annual Statement Prior Year Distribution: 37.00
Tax Net Stock Price
Record Payable Security Total Trust I Dividend I Current Deduction Dividend as of
Interests Rat value Date Description e Distribution Amount ($I Market Tot'e Record Date
06 Feb 2013 13 Mar 2013 TRUST INTERESTS 50 $0.16500 9.25 0.00 9.25 1,878.50 37.57000
09 May 2013 13Jun 2013 TRUST INTERESTS sa— $0.27500 13.75 0.00 13.75 2,029.50 40.59000
09 Aug 2013 13 Sep 2013 TRUST INTERESTS / ?0 $0.27500 1175 0.00 1175 2,488.50 49,77000
08 Nov 2013 13 Dec 2013 TRUST INTERESTS 50 $0.27500 13.75 0,00 13.75 2,507.00 50.14000
Year-To-Date Paid 50.50 0.00
4 6 U T X M E T L +
011OWe_TRUST_PP_F
GWSSPOC20 R,
WARWNCi r%t SAFFY F?i JRUES.i.:s FArLL G 7FSA V :;VM 1"4OORE-MN'T IN K 0IT-0 UNDER BLAGN1,161(T TO viWj.11;.iFFER 71 5ECQPU rY SA:KER FCR=E VtR?e.t+MA.ZK AND AO011KiNAL FZ1,rjRES.
Bank of America 64-1278
fiffeAtlanta,Dekalb County,Georgia PLEASE DEPOSIT THIS CHECK PROMPTLY. 611 GA
MetLife, Inc. (MET) Historical Prices & Data - NASDAQ.com Page 1 of 1
01/07/2014 54.04 54.23 53.21 53.37 4,130,392
01/06/2014 53.49 54.02 53.25 53.58 5,739,224
01/03/2014 53.86 54.04 53.38 53.81 3,682,439
01/02/2014 53.55 53.57 52.89 53.19 3,879,775
12/31/2013 53.8 54.06 53.53 53.92 2,906,647 " r
12/30/2013 53.98 54.095 53.34 53.5 3,324,533
12/27/2013 54.13 54.32 53.85 53.96 4,051,835
12/26/2013 53.72 54.16 53.6 54.02 4,160,158
http://www.nasdaq.com/symbol/met/historical 9/24/2014
Jan 061410:02a PETE KAFKALAS 7172450239 p.1
2007 Honda Civic EX Sedan 4D Trade In Values-Kelley Blue Book Page I of 3
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'11a r. 4. 2014 11 :30AM PNC Bank No. 7150 P. 1/2
T N .
March 4,2014
Steve C Nicholas,Esq
Nicholas Law Offices;'PC
2215 Forest Hills Dr. Ste 37
Harrisburg, PA 17112-1099
RE: Name: Nicholas P Kafkalas
SSN: 172-167646
DOD: 12-31-2013
Dear Sir/Madam:
In response to your request for Date of Death(DOD)balances for the customer noted above,our
records show the following:
Certificate of Deposit
Account# 21001020160 Established: 05=10-1994
NICHOLAS P KAFKALAS
DOD balance: $ 1,746.87+0.15 accrued interest
Interest paid 01-01-2013 thru:12-31-2013 $ 3.06 YTD
Checking Account
Account# 5140163242 Established: 1231-2012
NICHOLAS P KAFKALAS
ELLEN ANN KAFKALAS
PETER N KAFKALAS
DOD balance. $ 15,890.25 non interest bearing
Investment Account
The decedent maintained Investment Account#4626376. For further infornaation,you may call the
Brokerage Department at 1-800-762-6111.
Please note that this office provides date of death balances for deposit accounts(IRAs,CDs,Checking and
Savings). We do not process any financial transactions or provide statements. If you need assistance with
any of these items,please call 1-888-PNC-BANK(1-888-762-2265)or stop by your local PNC Bank branch
office_
Sincerely,
National Financial Services Center_
PNC Bank,N.A. .
Member FDIC
Page 1 of 2
---- �..
ENV# CEBBFXSNBBCVLMJ_BBBBB
PNC INVESTMENTS.LLC
1900 EAST NiN'IH STREET ® PN
i
87-1'1313-16-I
CLEVELAND,OH 44114
11Q3506E 1NVESTMENTS
Member FINRA and SIPC i
NICHOLAS P KAFKALAS
ANGELINE KAFKALAS
522 FAIRWAY DR '
CAMP HILL PA 17011 j
— I
I
STATEMENT FOR THE PERIOD OCTOBER 1,2013 TO DECEMBER 31,2013
NICHOLAS P KAFKALAS&ANGELINE KAFKALAS-Joint WROS
i
l
YOUR INVESTMENT For questions about vour accounts. Total Value of Insurance and Annuities $19,064 49
REPRESENTATLVE National: 855 762 4683 TOTAL VALUE OF YOUR PORTFOLIO $19,064-49
- ----I?NGINkE.S'fMGNIS.CIiN'.I'I;R - __ ._ .. _-- -- --- ---- ----- ---- -- --- ------- ----- ------ - __ -------- — ---
PR,+:KG6 ln/orotrmirr jalaiT110t/eVLi,_MS it P oridcd Gv mcridc nria and i iclnr•d fnr inf
nntiavl
prat pate.+ou/t•.Rejer to t/e Ilol ping,&crian nr than nwemeru far more infi%n wtwn. I
i
. a,.. ..w,,,__.,-.-x ..._,.. ...._-.,-:.:__:._x._w. .:w.va.m—•.- _a...-.xc._ .._.._._._:,.. -rxx.•vo:.�:-.:.raxc.:c:x::::-.-.,.<_x.r..- .o...-..._r., .:..`-__:.....x._.�...e. ..r..-._�-:. i..,fi.naro--sr.:e.:..e.....>, -.. -:.
FOR YOUR INFORMATION CHANGE IN VALUE OF YOUR PORTFOLIO
BROKERAGE AND INSURANCC PRODU(:1'S ARI:NOT PllIC INSURED,NOT BANK $thousands
GL'ARANTC•ED,NOT A DEPOSIT NOT INSURED BY ANY FEDLRAL GOVERNMENT 20.000
AGLNCYAND b1AY LOSE VALUE.SECURITIES AND BROKI'.RAGr SERVICFS ARE
PROVIDED BY PNC INVESTMENTS L.LC,MEMS►1:FINRA AND SIPC.ANNL'IIIES 15.000
AND OT7IL'R I\SUitANCF..PP.011ICI'S AI:1?OFFElU>D BY PNC INSURANCE
i
SERVICES,LLC A LICENSED INSURANCE AGENCY. 10.000
5.000
0.000
06/11 09111 12/11 03/12 06112 09/12 12/12 03/13 06/13 09/13 12/13
Gbaagr In Vaftre of)Portfolio itrtnrntntvm ran dr,/mond in Alo'ellr1r0 Pa.t rrar�at riv end 01"lir
trrrfnutn:. .
PNC Investments,LLC Account carried with Nacional Financial Services LLC.Membci
NYSL.SIPC
M\ (:EBBI=\SNBBC\'LMLilBBBB2013i231 Page 1 ore
MM&TBank
499 Mitchell Road,Millsboro,DE 19966 Adjustment Services
Phone 888-502-4349
F ax (302)934-2955
February 26,2014
Nicholas Law Offices,PC
Northwood Office Center
2215 Forest Hills Drive, Suite 37
Harrisburg, PA 17112-1099
Re: Estate of Nicholas P.Kafkalas
Social Security: 172-16-7646
Date of Death: December 31 2013
Dear Sir or Madam:
Per your inquiry on February 21,2014,please be advised that at the time of death,the above-named decedent
had on deposit with this bank the following:
1. Type ofAccount Checking Account
Account Number 21717
Ownership(Names ofi Ellen Ann Kafkalas
Nicholas P.Ka,fkalas
Peter N.Kafkalas(Added 06/04/2013)
Angeline Kafkalas(Deleted 0 610 412 0 1 3)
Opening Date 0912811966
Balance on Date of Death $ 42,007.88
Accrued Interest $ .27
Total $42,008.1 S
For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds,
please call the East Park at 717-237-6250.
We were unable to locate any safe deposit box for the above-mentioned decedent.
This letter does not include any accounts in which the deceased may have been listed as Power of Attorney,Custodian of Uniform Transfers,
Representative Payee,or Trustee under a Written Agreement
Sincerely,
Valarie Mercer
Records Management
.: A
MEMBERS 11t
FEDERAL CREDrr UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 44543-00
Date Account Established 02/10/1986
Principal Balance at Date of Death $31.98
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest $31.98
Name of Joint Owner Ellen-Ann Kafkalas Peter Kafkalas
Date Joint Added 03/04/2013 03/04/2013
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix 44543-05
Date Account Established 04/14/2000
Principal Balance at Date of Death $9,081.60
Accrued Interest to Date of Death $1.12
Total Principal and Accrued Interest $9,082.72
Name of Joint Owner Ellen-Ann Kafkalas Peter Kafkalas
Date Joint Added 03/04/2013 03/04/2013
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 44543-40 44543-41 44543-43
Date Account Established 02/09/2004 10/02/2004 07/30/2004
Principal Balance at Date of Death $19,109.23 $16,574.48 $15,424.18
Accrued Interest to Date of Death $7.86 $6.13 $6.33
Total Principal and Accrued Interest $19,117.09 $16,580.61 $15,430.51
Name of Joint Owner None None None
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 44543-44 44543-45 44543-46
Date Account Established 02/25/2004 09/14/2004 05/17/2005
Principal Balance at Date of Death $12,843.83 $12,925.69 $11,972.72
Accrued Interest to Date of Death $5.28 $5.31 $4.43
Total Principal and Accrued Interest $12,849.11 $12,931.00 $11,977.15
Name of Joint Owner None None None
MEMBERS 1sT FEDERAL CREDIT UNION
Tessa L Klugh.
Lending Insurance Support Specialist
February 28, 2014
Estate of: NICHOLAS P KAFKALAS
Date of Death: 12/31/2013
Social Security Number: 172-16-7646
5000 Louise Drive - P.O.Box 40 - Mechanicsburg,Pennsylvania 17055 - (800) 283-2328 - www.memberslst.org
Santander
ESTATE OF Nicholas P Kafkalas
SOCIAL SECURITY#: 172-16-7646
DATE OF DEATH: December 31, 2013
Account#: 0355002577 Type: CD Open date: 1/12/1995
In the name of. Nicholas P Kafkalas or Angeline Kafkalas
Date of Death Balance: $17,805.99
Int.(YTD) from 1/1/2013 to 12/12/2013 $66.64
Accrued interest to date of death: $3.58
Other Info: Closed 1/28/14 -7 F20el, 577
Account#: 0464015981 Type: Savings Open date 8/23/1979
In the name of. Nicholas P Kafkalas or Angeline Kafkalas
Balance Due on Death $16,493.84
Int.(YTD) from 1/1/2013 to 12/10/2013 $5.46
Accrued interest to date of death: $0.29
Other Info: Closed 1/8/14 r 4, L4 -7 t.1
Account#: 2331048517 Type: Savings Open date: 8/19/1985
In the name of: Nicholas P Kafkalas or Angeline Kaflcalas
Date of Death Balance: Closed Prior
Int.(YTD) from to N/A
Accrued interest to date of death: N/A
Other Info: Closed 1/25/12
Account#: 1791053106 Type: Checking Open date: 1/25/2012
In the name of: Nicholas P Kafkalas
Date of Death Balance: $250.01
Int.(YTD) from 1/1/2013 to 12/24/2013 $0.00
Accrued interest to date of death: $0.00
Other Info: Closed 1/8/14
Account#: 7672819518 Type: Money Market Open date: 1/25/2012
In the name of: Nicholas P Kafkalas
Date of Death Balance: $2.73
Int.(YTD) from 1/1/2013 to 12/24/2013 $2.73
Accrued interest to date of death: $0.00
Other Info: Closed 1/8/14 j
Page 1 of 2
Santander
ESTATE OF Nicholas P Kafkalas
SOCIAL SECURITY 172-16-7646
DATE OF DEATH: December 31,2013
Account 7675933346 Type: Money Market —Open date: 12/27/2012
In the name of. Nicholas P Kafkalas or Peter N Kafkalas or Ellen-Ann Kafkalas
Date of Death Balance: $90,784.75
Int.(YTD) from 1/1/2013 to 12/27/2013 $784.75
Accrued interest to date of deaTh--. $10.45
Other Info: Closed 1/7/14 9 ol, 73S. a-0
Account#: 7675933680 Type: Money Market —Open date: 12/27/2012
In the name of. Nicholas P Kafkalas or Peter N Kafkalas or Ellen-Ann Kafkalas
Date of Death Balance: $66,612.91
Int.(YTD) from — 1/1/2013 to 12/27/2013 $575.81
Accrued interest to date of death: $7.67
Other Info: Closed 1/7/14 &(a 1, 6 11), 59
Account#: 2107866589 Type: Checking —Open date: 12/27/2012
In the name of. Peter N Kafkalas or Nicholas P Kafkalas or Ellen-Ann Kafkalas
Date of Death Balance: $500.00
Int.(YTD) from 1/1/2013 to 12/27/2013 $0.00
Accrued interest to date of death: $0-00
Other Info: Closed 1/7/14 00
Page 2 of 2
PSECO
02/26/2014
Nicholas Law Offices, PC
Steve C.Nicholas,Attorney
2215 Forest Hills Dr., Suite 37
Harrisburg,PA 17112-1099
Re: NICHOLAS P KAFKALAS-,'Deceased.
PSECU Reference#6956968139405
Dear Attorney Nicholas:
The above referenced person has an account with PSECU which was opened on
April 12, 1994. The Share accounts were jointly held by Nicholas P. Kafkalas,Peter N.
Kafkalas and Ellen A. Kafkalas. Peter N. Kafkalas was added as a joint owner on 6/12/13
and Ellen A.Kafkalas on 6/20/13. The Decedent did not have a safe deposit box with
PSECU.
The following are the Date of Death Balances for NICHOLAS P KAFKALAS's account
with PSECU:
Account Date of Death Balances Original Opening Date
Shares;
(Sl) Savings $2,367.11 4/12/1994
(S50)Certificate $18,825.06 1/15/1999
(S51)Certificate $20,490.41 12/9/1998
(S52)Certificate $15,342.46 4/12/1999
(S53) Certificate $10,394.63 10/28/2009
The account has been closed.
If you have any questions,please contact our department toll-free at(800) 237-7328,press 6,
extension 3120 or email accountservicesa,12secu.c
Sincerely,
Sandy F ey
4e,J
Member Service Representative
PSECU
P. O. BOX 67013 HARRISBURG, PA 17106-7013 800.237.7328 >>psecu.com
THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER.
2 Morrissey Blvd•
ra,, ,xxxa � l MA1-M84=02-08
INVESTMENT SERVICES Boston,MA 02125 117diVIMVC?d R
AeNritiM i+ -� ,stt..;,�Eut- 866.736.6475
* 0.0036086 02 AT 0.381 02 TR..0.0221 X220GD03 101blo Account Number:HD9.165881-
Statement_Period:.12/01/2013--t2/31/2U13 .. . -
Valuation at a Glance
- This Period Year-to-We
IRA FBO NTCHOLAS-P mFI4ALAS Beginning Account Value $1186432 $10121479
PGRSHI tG LLC-AS CLTSTODIr1 Dividendsfinterest 0.00 ..156.23
156.23
522'FAIRIvAY DRChane in Account Value 163.02 _ 1,656,32
CANIP HILL PA 17011-2022 , 0=1 11ITI t
Your Financial Consultant:
PEARL MARKLE
- _(866}736-6475
Asset Allocation
_
Lost Period This Period %Allocation
Cash,Money funds,and bank Deposits)
—..�_.. -- 10.83
Mutual funds ------_._---- _._ �_--_- -
1),853.43 12,016.51 49o1a .. .. _
.Account-Total .___.... ,_-.., _._ _ • ..•$11,864;33•- __ $12,027:34 100%
!Tha:nank Do osds in gour:account are FDIC insured 6arik deposds"-
{SlPCC}These bank depos�st$ar ncove ed by the cede at Deposit t)surance Cor�oratio�(FDIC)�ip t allowable I nits..
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