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Home My WebLink About01-0022 IP - .~ 217 RE"!-1500 EX (6,00) COMMONWEALTH OF REV -150 OFFICIAL USE ONLY PENNSYLVANIA J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEPT.2B0601 FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 - 0 1 - 0 D 2 2 COUNTY CODe Y<AR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I-- WilJiamN Karathanasis 161-32-3259 z DATE OF DEATH (MM.DD- YEAR) I DATE OF BIRTH (MM-DD-YEAR) w THIS RElURH MUST BE FILED IN DUPUCATE WITH THE! a w 12/17/2000 12/19/1939 REGISTER OF WILLS () w (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER a w 0, Original Return o 2. Supplemental RettJm 03. Remainder Return (data Qfdaath pOorlo 12,13-82) ... ~~~ 04 048. Future Interest Compromise (dale of death after 12-12-82) 05. Federal Estate Tax Return Required og:~ LimJledEslale wOO 06 07 ,,~~ Jl.. 8. Total Number of Safe Deposit Boxes O~m Decedent Died Teslale: (Attach COP'J ofWiIl\ Decetlem Maintained a Uving Trust (Attach copy of Trust) ~ c 09 D 10. SpoUIIIll Pover!yCred~(dat.ofdealh blatween 12-31-91 8nd 1-1-951 011. Section to tal( under Sec. 9113{A) (Attach Sc:h 0) Litigation Proceeds Received I-- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Z NAME COMPLETE MAlLlNG ADDRESS w 0 Robert G. Frey 5 South Hanoyer Street z 0 FIRM NAME (If Applicable) Carlisle, PA 17013 11. Ul w Frey & Tiley '" '" TELEPHONE NUMBER 0 () 717-243-5838 OFFICIAL USE ONLY ,. Real Estate (Schedule A) (1) 48.410 2. Stocks and Bonds (Schedule B) (2) NONE . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NONE 4. Mortgages & Notes Receivable (SChedule D) (4) NONE 5. Cash. Bank DepOSits & Miscellaneous Personal Property (Sc.hedule E) (5) 32,770 6. Jointly Owned Property (Schedule F) (6) NONE Z o Separate Billing Requested 0 ;:: 7. Inter-Vivos Transfer & Miscellaneous Non.Probate Property ... (7) NONE --' (Schedule G or L) ::> I-- ii: 8. TOTAL GROSS ASSETS (total Lines 1-7) (8) 81,180 ... u w 13,010 0:: 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (SChedule I) 10) 449 11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 13,459 12. NET VALUE OF ESTATE (LIne 8 minus Une 11) (12) 67,721 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 0 14. Net Value Subject to Tax (Line 12 minus Une 13) (14) 67,721 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) x _0 (15) 0 Z - 0 ;:: 16. Amount of Line 14 taxable at tineal rate 67,721 x .O~ (161 3,047 ... I-- . ::> 11. 17. Amount of Line 14 taxable al sibling rate X .12 (17) 0 ::; 0 () X 18. Amount of Line 14 taxable at collateral rate x .15 (18) 0 ... I-- 19. Tax Due (19) 3,047 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT /6 /99 ~ u > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 217 William N Karathanasis 161-32-3259 Decedent's Comolete Address: STREET ADDRESS 208 North Baltimore Avenue CITY I~TATE IllP Mt. Hollv Sorinos PA 17065 Tax Payments and Credits: ,. 2. (1) $3,047.00 Tax Due (Page 1 Line 19) Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 2,959.00 156.00 $3,115.00 Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D.lnterest E. Penalty 4. TotallnterestlPenalty ( D + E ) 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 (3) 68.00 5. (4) (5) (SA) (58) Make Check Payable to: REGISTER OF WILLS, AGENT o 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. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. o o ,. PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: 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 Yes o o o o o o 2. d. receive the promise for life of either payments, benefits or care? If death occurred after December 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 3. 4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which contains a beneficiary designation? o [8] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. No [8] [8] [8] [8] [8] [8] Under penalties of perjury. I declare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief, It Is true, and comolete. Declaration of oreoarer other than the oersonal reoresentative is based on all information of which oreoarer has any knowledae. SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ~" 12 _ . ~ DATE ~AC,_..r-. 7r;:.-~ __CL ~ Mav DDRESS / 1465 Pine Road. Carlisle. PA 17013 DATE ADDRESS 5 South Hanover Street Carlisle PA 17013 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% [72P.S. Section 9116 (a)(1.1)(i)]. For dates of death on or after January 1, 1995. the tax rate imposed on the net vaiue of transfers to or for the use of the surviving spouse is 0% [72 P.S. Section 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 vaiue 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, ora stepparent of the child is 0%[72 P.S. Section 9116(a)(1.2)]. .2001 5/9/2001 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, Section 9116(12) [72 P.S, Section 9116(a)(1}], The tax rate imposed on the net value of transfers to or for tha use of the decedent's Siblings is 12% [72 P.S. Section 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. AT REV-1502 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE FILE NUMBER William N. Karathanasis 21-01-0022 ALL REAL PROPERTY OWNEO SOLELY OR AS A TENANT IN COMMON MUST BE REPORTEO AT FAIR MARKET VALUE. Fair markelvaiu. is defined as Ihe price alwhich property would be exchanged between a willing buyer and a willing seller, neither being compelled 10 buy or sell, both having reasonable knowledge of the relevant facts, REAL PROPERTY WHICH IS JOINTL Y.QWNEO WITH RIGHT OF SURVIVORSHIP MUST BE OISCLOSEO ON SCHEDULE F ITEM NUMBER 1. DESCRIPTION House and lot of ground 208 North Baltimore Ave., Mt. Holly Springs, PA Sale price: $48,000.00; Valuation per 2000 Countywide assessment: $48,410 Assessment and HUD-1 settlement statement attached. VALUE AT DATE OF DEATH 48,410 TOTAL {Also enteron line 1, RecaDitulatiorlli (If more space is needed, insert additional sheets of the same size) 48,410 ( ) 1.FHA Sallternen! Slalement. U. S. De artmanlol Housln and Urban Davalo menl Form US HUe - 1 Pa eNa. 1 ( ) 2,FmHA 6. File Number1533 7. Loan Number 8. Mortgage Insurance i } 3. C(lrw. Urnns. Case Number Ii: 4. VA 5.ConV.lns. C. TIlls lorm Is lumlshetllo glvB you a statement ot actual settlement costs. Amounts paId to and by the settlement agent are shown. Ilems marked (p.D.C.) were paid outSide ot the ctoslnll: thslI are shown here for informational Dumoses and are not inCluded in the totals. o. Name and Address alBorrower:. E. Name and Address ot Seller: SYLVJ:A E. E1ARlU!:'I'T ESTATE OF WXLLIAM N. KARA'rHANASIS 1465 PINE MAD C/O FREY & TILEY CA1U.rSLE, PA 17013 5 SOU'l'H JlANQVER STREET CARLISLE, PA 17013 TIN F. Ne.m6 Ill\d AddIe$S ct landel G. Property Locallon MEMBERS 1ST n:OERAL CREPIT ONION 208R. N. BALTIMORE AVENUE SOQO X.OUISZ DRIW P.O. BOX 40 M'l'. HOLLY SPRINGS, PENNSYLVANIA MECHANICSBURG, PA 17055 BOROUGH OF M'l'. HOLLY SPRINGS, CUMBERLAND COUN'l'Y H. Seller's Selllemenl Agent FREY &; TILEY I. SettlemenlDale: Place of Sattlement: 5 South Hanover Be. April 10, 2001 5 SOC"l'H HANOVER. STREET TIN 25-1730538 Carlisle, PA 17013 CARLISLE, PENNSYLVANIA J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 1,351.12 400 40' 4<l2 '0' 40' '05 ConlractSalesprlce Personal property 48,000.00 101 Conlraclsalesprice 102 personal property 103 Setuementcharges from (line 1400) .0' 105 48,000.00 AcJjustments tor Items paM by sel/Sr in acJvanC6: 106 Cllyltown taxes to: 107 County texes 10; 1011 Assessmenls to: 109 Tax Pro-Ration to 110 111 112 10-Apr-01 '0' '01 '06 '09 410 411 412 49,599.52 420 Grod Amount Cue 10 Seller 248.40 AcJjustmenls for Items psM by 5811&r in scJvancs: Cltyltown taxes 10: Countylaxes 10: Assessments 10; Tax Pro-Ration to 10-Apr-Ol 24.8.4.0 120 Gross Amount Due From Borrower 4.8,24.8.40 ==========--= ==-==-= 200 201 Deposit or earnest money 202 Principal amount of new loan(s) 203 existing loan(s) laken subject 10 20' 205 206 ESTATE DISTRIBUTION 201 205 209 500 501 Excess deposll (see Instrucllons) 25,500.00 50.2 Settlement charges 10 seller (line 1400} 503 Existing loan{s) taken subject 10 504 Peyoff offirsl mortgage loan 505 PayollofsecOndmOltgageloan 24, 000. 00 506 ESTATE DIST1UBt1'l'ION 501 50' S09 Ac1justments tor items upaid by seller 510 Cityltowntaxes to: 511 County taxes 10: 512 Assessments 10: 51$ 51' 515 51' 511 51' 519 49,500.00 520 TotalReductlonaloAmtDu.Sefler 203.64 24.,000.00 AcJjustments for It&ms ups/d by seller 210 Clly/townlaxes to: ( 211 Countylaxes to: 212 Assessments 10: 213 214 215 21' 217 '" 219 220 Total Paid BylFor Borrower 24,203.64 49,599.52 (49,500.00) 99.52 .00 601 Gross amount 10 seUer from (line 420) 602 Less (eductiOlls in amount due seller (from line 520): 603 Cash ( ) From (X) To SeUer ==~=--=----=-== ======= 300 301 Gross amount due {{Om borrows' {line 120} 302 Less amounts paid by/for borrower (from line 220) 303 Cash (X) From ( ) TQ BOTTower 48,248.40 (24.203.64) 24,044.76 ------~----- ---------- =========== HUD.1 700 :To,tal.!?~Ie:liI~rQ,kl!r:~"~,Qml1J;_:~.a,,ec:t~'n,-price:lj;~i'!'t.U;, Division 01 Commission (line 700) es follows: 701 to 702 to 703 704 Commission paid al Settlement L SETILEMENT CHARGES U,ooo.oo Paid From Borrower'a Fundsat Settlement ., . 0.00 (MortgageAmt: 25,500.00) 1.00 % 2SS.00 .00 % 0.00 " " 10 MBHEIEJlS 1ST FCU $300 P.O.C. to MEMBERS 1ST FCU 195.00 to MEMBERS 1ST FCU 75.00 811 :;~qEJi~m~r~]9M1i:!~~Qy~~!lg!J?~9~,rif!i~r~J~dv~!lci::, 901 IntereslFrom 10-Apr-01 10 30-Apr-Ol 902 Mortgage Insurance Premium IOf months 10 903 Hazarcllnsuranca Premium lor years 10 904 years to 905 ;'1'99Et1[!:i~!Y.l!Ip!p~1~~[Wj(~~n~~~~ 1001 Hazarcllnsuranca 1002 Mortgage Insurance 1003 City property taxes 1004 Counly property taxes 1005 Annual assessments 801 Loan Originallon Fee 80' Loan DIscount 803 Appraisal Fee 804 CredilReport 805 Application Fee 805 Documenl Preparation Fee 807 UndelWritlngFee 808 809 810 1006 1007 Schoollaxes 1008 1101 Setttemenl or closing lee 1102 AbalraCl orlltle search 1103 Tille examInation 1104 Title insurance binder 11050ocumenlpraparatlon 1106 Nolarylees 1107 Attomey's lees (Includes above Items numbers: 1106 Title Insurance to to to to to to to to Page No. 2 PaId From ):PQ. Seller's Funds at 701 Settlement 702 703 N/A 704 705 i~Q: 801 80' 803 804 805 808 807 808 3 810 811 r!W"J ]RQ 901 .,'- , ,,_--1I>;ljI.~'l!iIl,~"l'lJ!$:," .."JCti' "i,jfjttt.~8l"i~~{l%ZEf~! };,itft.i;l\~~,~Q;?"bM0' 117.37 Ii 5.58900 perday_ "t ffi """'-~ t~fi: .l:',zb moo. 0 permonlh moo. 0 permonlh mos. 0 per month mos. 0 permooth moo. 0 permonlh moo. 0 permonlh mos. 0 per month mos. 0 FREY " TJ:LEY 616.75 NOT REQUIRED (Includes above Items numbers: Closing Service Letter (Frey & Taey for Comwlth. Land Title) 1109 Lender's Coverage $25,500 1110 Owners Coverage $ 48, 000 1111 OVEIW'J:GHT FEE TO FREY &: TJ:LEY FOR RETtmH 01" PACKAGE TO MEMBERS 1ST FCU 1112 , 1113 1201 Recorcllnglees: 1202 Clty/county/slamps: 1203 Slatetaxlslemps: 1204 Deed $26.S0 D... Deed 14.00 Mortgage:$51.S0 Mortgage: $ Mortgage: $ Releases 78.00 1301 Survey \0 1302 Pestlnspecllon 10 1303 Current Taxes duelrom BorrowerfSeller TO MABLE G. STITT, TAX COLLECTOR 1~4FJ:NAL WATER AND SEWER BJ:LL PAID TO MT. 1305 130' 1307 0.00 HOLLY SPRINGS BOROUGH WATER AND SEWER ACCT NO.; 3125 1,351.12 90' 903 904 905 ,Tjf:'!W!' :1.9.,119 1001 1002 1003 1004 1005 1006 1007 1008 1101 1102 1103 1104 1105 1106 1107 1108 1109 1110 1111 1112 1113 ,1*,90 1201 1202 1203 1204 1205 ',iV' l~PO, 1301 1302 183.70 1303 19.94 1304 1305 1305 1307 203.64 !HUO-1 Page No. 31 CERTIFICATION I direct and authorize the Compnay to make distributions indicated for my account on the attached HUD-1 Settlement Statement, approving the tax prorations irn:licated therein, and understand that proratlons were based on figures for the preceding year, or estimates for the currenl year, and in the event of any change for the current year, all necessary adjestments must be made between Seller and Borrower direct; likewise any DEFICIT in delinquent taxes will be reimbursed to AtlomeymUe by SeUer. I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, It fs a true and accurate statement of aU receipts and disbul'SElments made on my account or by me in this transaction. t further certify that t have received a copy of the HUD-1 Settlement Statement. ~'C-~ -~Ma/1: ~~a'~ Borrowers Jf2'G Sellers ~ To the best of my knowledge, the HUO-1 Settlement Statement which I have prepared Is a true and accurate account 01 the funds whlch were received and have been or will be disbursed by the undersigned as part of the settlement of this transaction. \~ ~ ~ 1, ..tt~m'"tAg.:-^,---'\ rLJ A \ r; ( 1 0) 'LOO I D... WARNING, III, a ,hmelo koow;og~ make tal.. "e'emeots s::: oliO<! Slele. on Ihl. m en, o'he' .Im;!.. foom, Peoollle. upon ooovl"'on ,en loclude lIoe and imprisonment. For details see: l1\1e 18 U.S. Code Section 1001 and Section 1010. INFORMATION REPORTING ON REAL ESTATE TRANSACTIONS THIS HUD SETTlEMENT STATEMENT CONTAINS IMPORTANT Tf>.X INFORMATION (BOXES E, G, H, I, M AND LINE 401) AND IS BEING FURNISHED TO THE INTERNAL REVENUE SERVICE. IF YOU ARE REQUIRED TO FILE A RETURN, A NEGLIGENCE PENALTY OR OTHER SANCTION WILL BE IMPOSED ON YOU IF THIS ITEM IS REQUIRED TO BE REPORTED AND THE INTERNAL REVENUE SERVICE DETERMINES THAT IT HAS NOT BEEN REPORTED. Solicitation of TIN Seller is required by law to provide the AttomeylCompany with hlslher correct taxpayer identification number. If correct taxpayer identification number is not provided, he/she may be subject to civil or criminal penalties imposed by law. Certification of TIM Under penalties of perjury, I cettify that the taxpa'ier identification number shown In this statement Is my correct taxpayer identification number. Seller Seller , TAX PRO-RATION ADDENDUM Date of Pr~Ration: Borrower Seller AprlJ10,2001 2000.2001 SchOOl Real Estate Tax 2000-2001 School Real Estate Tax- Face 2000.2001 School Real Estate Tax- Per Cay 82 Days P1&-paid 0# 155.7mms $521.60 $1.42514 $118.86 P.o.C. ASSESSMENT: $48,410.00 $3,350.00 2000 Co. & TwpJaor. Real Estate Tax 2000 Co. & Twp./aor. Real EstaleTax- Face 2000 Co. & TwpJBor. Real Estate Tax- Per Day 2660aysPre-paJd" 3.872mUIs $187.45 SO.51356 S136.61 183.70 s.. Settlement Sheet LJn.s Numbers 110, 410 and 1303f01 Resullsofthls Addendum. Purchaser owes: less 2% dlscounl 116.86 136.61 253.47 5.07 248.40 82 Days pre-paId School Plus 286 Days Pre-paid Co. & TwpJaOf. AT REV-1508 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William N. Karathanasis SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-01-0022 Inetude the proceeds of I~iglllion mnd the dale the proceeds were received by the eslate. ALL PROPERTY JOINTLY-OWNED WITH THE RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F ITEM NUMBER 1. 2. DESCRIPTION VALUE AT DATE OF DEATH M&T Bank account 887277 M&T Bank account 15004200129185 9,001 15,991 3. 4. 5. 1990 Cadillac Fleetwood Sedan (Kelley Blue Book Statement attached) 1977 Chevrolet Corvette (Title transfer certificate attached) Reimbursement for Real estate taxes paid as shown on HUD-1 settlement statement attached 3,530 4,000 248 TOTAL (Also enter on line 5, Recanitulation\$ (If more space IS needed, insert additional sheets of the same size) 32,770 IHUO-1 PagttNo. 31 CERTIACATION I direct and authorize the Compnay to make distributions Indicated for my account on the attached HUD-1 Seltlemen1 Statement, approving tne tax prorations indlcaled therein, and understand that proralIons were based on ligures for the preceding year, or estimates for tile current year, and in the event of any change for the current year, all necessary adjestrnenl9 must be made between Seller and Borrower direct; likewise any DEFICIT In delinquent taxes wm he r&lmbursed 10 Allorneymlle by SeUer. I have carefully reviewed Ihe HUD.1 Seltlement Slatement and "to the besl of my knowledge and belief, It Is a \nJe and accurate statement of all receipts and dIsbursements made on my acc::ount or by me In this transaction. r lur1her Cer1lfy that I have received a copy 01 the HUD-1 Set\lement Statement. ,~"Q~ .~~ 1: k~-~ Borrowers #'a Sellers ~ To thebesl of my knowledge, tne HUD.1 Selllement Slatement which I have prepared is a true anda.ccurate aecountof the funds which were receiVed and have been or will be Q\soorsed by the undersigned as part of the settlement of Ihls transaction. \ ~ ~ ...----- J, s."~me"'A"~ rLJ A \ r, I 0) 2.00 ( .... WARNING, "I. . ,rime \0 knowingly make 'a1s. ot.tomenls s:: nll'd .lel.. on Ihls 0' any olho' slmll.' 10"', P.n.llle. upon ''''''''ctlon can Indude fine """ imprisonment. For deta"s see: nUe 18 U.S. Code sectIon 1001 and Secllon 1010. . f'< INFORMATION REPORTING ON REAL ESTATE TRANSACTIONS THIS HUO SETTLEMENT STATEMENT CONTAINS IMPORTANT TAX INFORMATION (BOXES E, G, H, I, M AND LINE 401) AND IS BEING FURNISHED TO THE INTERNAL REVENUE SERVICE. IF YOU AAE REaUIRED TO FILE A RETURN, A NEGLIGENCE PENALTY OR OTHER SANCTION WiLL BE IMPOSED ON YOU IF THIS ITEM IS AEOUIAED TO BE REPORTED AND THE INTERNAL AEVENUE SEAViCE DeTEAMINES THAT IT HAS NOT BEEN AEPOATEO. SatlcltaUon of TIN SeUer Is required by law to provide \hEl ArlomeylCompany with hf8Jher correct taxpayer Identification number_ If correCllaxpayer Identification number IS not provided, heJshe may be subject to eMl or criminal penalties Imposed by law. Certification of TIM Under penalties 01 pe~ury. I certify that the taxpayer h:lemlflcatlon number shown In thIs statement Is my correct taxpayer IdenUflcallon number. Seller Seller < TAX PRO-RATION ADDENDUM . Date of Pro-Ral/on: Borrower Seller April 10, 2001 2000-2001 School Aul Estale To: 20oo-2.O{11 ScMoI RUIIoI Estale. Tax- Fece 2000-2001 School Real Estate Tax- Per Day 82 Days Pr.pald.. 155.7 mills $521-60 $1.42514 5116.86 P.O.C. ASSESSMENT: $48,410.00 $3,350.00 2000 Co. & TwpJ8or. Real Estate Tu 2000 Co. & TwpJBor. Aeal Estale Tax, Fece 2000 Co. & TwpJaor. Allal Estate Tax- Par Day 266 Oiilo~S Pl'9-?aio '"' 3.anmllls S18.1.45 $0.51356 $1311.61 183.70 See Settlement S~t Une. Numbers 110, 410ano 1303 for Rhulmof 1hls Addendum. Purchaser owes: lusZ'Y.dlscoun\ 116.86 138.61 253.47 5.07 248.40 82 Dayspre-paldSchool Plus 266 Days Pre-pald Co. & Twp./Sor. MAR-15-01 THU 12:37 PM RECORDS M AND T BANK ..--- FAX NO. 716 635 4561 p, 02/02 ~ M8lI'Bank March 1 $, 2001 RF,: Estate Senreb The R!itflte of; Illlle ufDeRlb (I).O,D.) WII"I,IAM N KARA'CHANASIS 12/1712000 To Whol1llt May COIlCCI'Jl: Identified below j~ the account IllfOlmiltion l'eqm~sted. 1. M&T Rank "ceounts in which the decedent', name appeal's: Acconnt Type Account Numhl:r Account Title Opening Branch n.O.D. !\CCl1,ed Interest Balnnces (Includes Accr. Jilt) $9001.\1 $.00 S15,990,85 $35.58 cr.IK SAV 887277 15004200129185 DILL N KARI\THANASIS DILL N KARATHANASIS NICK KARATHANASIS rOA 4331 4331 2. Loa11s, Morlgage~, or other obligations titled in the decedent's Mme Account N\Il11ber ArnountOwcd Account Description NO Safe D~~posjt lJax tilled in the Decedent's name cxiSletl at our office. I f yon have any question. aboulln. illformRtioll provided, p\t:ase contRol 0\1f Records Department ut (716) 635-40 I 0 or ]-800-724. 2440 outside of the llllrr.1lo, NY calling arC.. Thank you. SincCJ'('ly, M&T RANK CORPORATION ny: ~jf..,uJ..~.~~t;,,~ Authorized Sigllulllre DATE: ::I I ~ ..r5- OJ MOruJfllctlJrors and Traders Trust Company. 1100 Wehrle ortve, P,O. Box 7f.i7, Buffalo, t-.l'Y VI~~~O.o767 1990 Cadillac Fleetwood Sedan 40 Engine: V8 4.5 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 53,325 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Controi AM/FM Stereo Cassette ASS (4-Wheel) Dual Power Seats Ailoy Wheels Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title history is assumed. A "good" vehicle wiil need some reconditioning to be soid at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Trade-In Value $3,530 Trade-in value represents what you might expect to receive from a dealer for this consumer owned vehicle. Keep in mind that the dealer must then absorb the cost of making the vehicle ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the vehicle for any mechanical or safety probiems. ------------------------------------------------------------------------ Copyright @ 2001 by Kelley Blue Book Co., All Rights Reserved. Jan-Feb 2001 Edition. The information in this report was printed from the Kelley Blue Book Web site (www.kbb.com) and is intended for the personal use of the customer only and may not be sold or transmitted to another party. We assume no responsibility for errors or omissions. AT . REV-iS" EX -I" (1-97) (I} COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER 21-01-0022 William N. Karathanasis Debts of decedent must be renorted on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home 6,365 2. Cemetery marker to Carlisle Memorial Service, Inc. 1,726 3. George's Flowers 187 B. ADMINISTRATIVE COSTS: 1. Personal Representative'S Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number ci Personal Representati....e(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees 2,500 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 78 5. Accountant's Fees included in atty fees 6. Tax Return Preparer's Fees included in ally fees 7. Expenses of maintaining real estate until sale: water and service 62 8. Filing Fee 15 9. Final medical bill: American Red Cross, Lifeline 405 10. Expenses of maintaining real estate until sale: electric service 133 11. Expenses of maintaining real estate until sale: Gas service 695 12. Expenses of maintaining car untii sale: Repairs to Used Car Doctor 176 13. Expenses of maintaining automobiles until sale: Nationwide Insurance 464 14. EXDenses of sale of real estate from HUD-1 Settlement Statement attached 204 TOTAL (Also enteron line 9 Recanitulation $ 13,010 (If more space is needed, insert additional sheets of the same size) AT REV-15~2 EX + (1-97) (1) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William N. Karathanasis FILE NUMBER 21-01-0022 Include unreimbursed medical eXnAnses. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. DESCRIPTION Final local telephone service bill to Sprint Final long distance telephone service bill to MC! Commercial Acceptance Co. for Walnut Bottom Radiology December, 2000 medical insurance premium owed to Aetna US Healthcare Television service bills owed to Dish Network Past due per capita tax Final medical bill: Three Springs Family Practice Final medical bill: Copay owed to Holy Spirit Hospital Final medical bill: Copay owed to Carlisle Hospital AMOUNT 79 33 40 90 75 29 73 15 15 TOTAL {Also enter on line 10 Recanitulation\ $ (If more space is needed, insert additional sheets of the same size) 449 217 REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECeDENT ESTATE OF William N Karathanasis SCHEDULE J BENEFICIARIES RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSONISl RECEIVING PROPERTY Do Not List Trusteels\ OF ESTATE I. TAXABLE DISTRiBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)J 1. Nicholas Karathanasis 230 North Baltimore Avenue Mt. Holly Springs, PA 17065 Son one half of residue 2. Sylvia Barrett 1465 Pine Road Carlisle, PA 17013 Daughter one half of residue 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 1. None. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. None. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTiONS ON LINE 13 OF REV-1500 COVER SHEET $ 0 FILE NUMBER 21-01-022 (if more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF WILLIAM N. KARATHANASIS a.k.a. V ASILIOS N. KARA THANASIS I. WILLIAM N. KARATHANASIS. ..k.a. V ASILIOS N. KARATHANASIS. single man of the Borough of Mount Holly Springs, Cumberland County, Pennsylvania, (mailing address: 208 North Baltimore Ave., Mount Holly Springs, Pennsylvania 17065) being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor or Ex.ecutrices to pay aU of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I further direct that all inheritance, transfer, succession, estate and death taxes which may be payable on account of my death shall be payable from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate. 2. I declare that I am unmarried and that I have two children by a previous marriage, Nicholas Karathanasis, and Sylvia Barett. I further declare that I have no other children. 3. All of the rest, residue and remainder of my estate, real, personal or mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to such of my children as shall survive me by a period of ninety (90) days, the share any deceased child would have received to pass to his or her issue per stirpes and if there be no issue, such shares shall lapse and be added to the remaining share or shares per stirpes. At the present time I have two children as aforementioned. 4. I hereby nominate constitute and appoint my said children, Nicholas Karathanasis and Sylvia Barrett, or either of them as Executors of this my Last Will and Testament and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto sel my hand and seal to this my Last Will and Testament written on one (I) page. this / >f dayof:JJ 17' I? 1? '.AH-P~",~ Ii )1""I,~.,.;.:t:f:;- _,"(SEAL) William N. Karathanasis " Signed, sealed, published, and declared by William N. Karathanasis, the Testator above named, as and for his Last Will and Testament, in Qur presence, who, in his presence. at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. r~~ -- ~vl~ PETITION FOR PROBATE and GRANT OF LETTERS Estate of also known as William N. Karathanasis aka Vasilios N. Karathanasis Social Security No. 161-32-3259 No21-01 )'I"'DI..O~~ To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsyl vania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the executors in the last will of the above decedent, dated July 1,1999 and codicil(s) dated N/A named (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 208 North Baltimore, Ave., Borough of Mt. Holly Springs, Mt. Holly Springs, Pennsylvania. (list street, number and municipality) Decedent, then 60 years of age, died Dec. 17,2000 at 208 N .Baltimore A ve.,Borough of Mt.Holly Spgs,Mt.Holly Spgs,P A. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ unestimated $ $ $ Total: 0.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) thereon. ~itL /3=.JiC S y a arrett Executor's Street Executor's City, State Zip Code NicllO~thanasis ~A /~q~ _~~ , OATH OF P.I:!.;1{SONAL 1{.I:!.;P1{S.I:!.;NTATIV.I:!.; COMMONWEA TLH OF PENNSYLVANIA COUNTY OF CUMBERLAND Sworn to or affirmed and subscribed before me this 3rd day of JanUary,200~ ~ L ~ 'd~~~ ary . eWlS /Y I 6 -/99-11 The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the knowledge and belief ofpetitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(~) will well and truly administer the estate according to law. ~~~~~ - - Register Estate of No. 21.01-0022 William N. Karathanasis aka Vasilios N. Karathanasis Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW 5th Jan., 2001 the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated_ July 1,1999 described therein be admitted to probate and filed of record as the last will of William N. Karathanasis aka Vasilios N. Karathanasis and Letters Testamentary are hereby granted to Sylvia Barrett and Nicholas Karathanasis ~7 t ~~"'L?/~iJftt Register of ills Mary c. ~~ FEES Probate, Letters, Etc. $ 70.00 Short Certificates( 1) $ 3.00 Renunciation $ x-Pages (0) $ -0- JCP Total $:>' 00 Filed.. .~.'?"0!-!.C!.S(...?( .?9.9}.. .~. ..~.?8. 00 Robert G. Frey 46397 ATTORNEY (Sup. Ct. J.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE CALLED A'ITORNFY ROBEF'T G. FREY - 243-5838 21-2001-0022 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Robert G. Frey (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were present and saw William N. Karathanasis, also known as Vasilios N. Karathanasis, the testator, sign the same and that they signed as a witness at the request of testatror in his presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). ~J~~ Sworn to or affirmed and subscribed before lift-.., me this day of Robert G. Frey 17013 21-2001-0022 REGISTER OF WILLS OF CUMBERLAND COUNTY OA TH OF NONSUBSCRIBING WITNESS Sylvia Barrett (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that they are familiar with the signature of William N. Karathanasis, also known as Vasilios N. Karathanasis, testator_ of (one of the subscribing witnesses to) the will presented herewith and that each believes the signature on the will is in the handwriting of William N. Karathanasis, also known as Vasilios N. Karathanasis to the best of our knowledge ~nd belief~ Sworn to or affirmed aJ?d subscribed before . vI...IZf/) Q. 13 me this t; f1-..... day of SYl~ett January, 2001lL). j ~ ~ (1, (~~ ~h "~~# 1465 Pine Road, Carlisle, PA 17013 Mary C ewis ' Register / (N ame) (Address) Hl0\.R05 REV 91R6 This is to certify that the information here given is correctly copied from an original certitIcate of death du!~ fIled with me as Local Registrar.' The original certitIcate will be forwarded to the State Vital Records OftIce for permanent hling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificare, $2.00 p 6960249 No. L~'~ ~.~~~~ Local Registrar DEe 1 9 2000 Date s. ,4,3 AIrY 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH SEX .. Male PlICE, Of OE:AlH ICt>edl only 0I"e - .;ee .nSlruCl.ons on Olt'et SoOII; t<<>SPtTAL: .__0 g',':""o ();d - llYeiru Cumberland -' 17..0 :::..."":".::::.. MOTHER'S NAME (Firse. M~. MI:t(Sen $vfn.-nel 11. Helen Skouras INFOAMANT'S MAIUNG AOOAESS $-:-. Cit:t..fbNn. 5W-. L\P<;pde) ~~6 Pine Roaa.~ar~Ls~e.Pennsylvania 1701) PlAC. OF OlS~'1-IOH. "t~.. ~~ C,..."..., lOCAfJON. C'YfT<>lln. Slat'.,lIo<;l!do ~~~~- M~. vLc~ory Cumber~ana ~ounty.Penna .... Church Cemetery.,.. NAME AHO AOO~ESS OF FACILITY 6 1 0 0 'U. ~wing BrotherslCar1Ls~e ltCENSE NUMBER .... f2- . . . / I -~0 WAS C f'EFERAED 10 MEDICAL EXAMINERlCORONER? ....0 Nont' ~. M,n. ~ ~ 21. """' t: E,..,., the dtu..... injuries or compficalionl1lftlich causeclll'le death 00 nol.nl_ Ih. mode 01 dying. wen a'ca'13IK Of ,.spiralory oIIrr.51, shock or "..r1lailur. I Appt(lximal. PART II: om., .9tiftcant~~1O dIM"'. tluI LiflOl'llyOl"leClUMOfl.e&C.htiM. ;in1.,....~" not"'uflinginttle~ca.-QMfninPARTI. t onMIand dIMttI. , : ; 0 ~ N. uNOE.f\ , '1'E)lA ........ 0..,. .. COUNTY OF DEATH )1 Cumberland ... DECEDENT'S USUAL OCCUP,(J'ION l~~":.;:r~~~~::i' ,~ Restaurateur "~ DECEDENT'S MAIlING ADORESS (SfrMf, CIyIli::J:w[t, SaMe. ZoCode) Rear of 20~ North Baltimore Avenue 17b. Cou II. 1NF00000000'S ......... (T~ ia _. MfTHOO OF 04SPOSIT~ O !krI8tQG...Cr.rnatiOrlO ........ ~- ".. _VRE f11 if ~ s -I ~ f--i.. 5 1-<,,_.'0 <:.:t( ~~c,,'~^ OUE 1O(OA AS A CQNSEOUENC. DFr. l : .. DUe lO{OA"'S A CONSfOUfl'K:E OF)= DUE 1O(OA AS A CONSEOUENCE OF)= WERE AUlOPSY FINDINGS MANNER OF DeATH A.\,tUl,J.BlE PRtOf\ 10 s/ COMPLETION OF CAUSE 0 OF DEATH? ...."'.. Hom;c:~ AMdo.... 0 P~ng In\4Sligalion 0 _0 No 0 $ulcido 0 Coukt I'IOf bel delenn,nea 0 DAn OF INJURY {Monl'" Oav. \Qf\ 51"""( fILE NUMelA SOCIAL SeCuRITY NUMBER 3. 161 - DAlE OF DEATH ,1ot0tlltl. 0..,. ....., .December 17.2000 White MAA11AL. STRUS. Married N~lwtanilld.~. mo~ SURVJvING SPOUSE I" ioWa. gt'lI"e ma..,.., NlNI ..... Mt. Holly Springs eitylbDro. C;o;PLJ :J~/""o......,.e,r A, Af~5';'" TI""E OF INJURY INJURY AT WORK1 0E$CR18E HOH INJ\JA'I' OCCUAREO. .... 0 NoD 3Gb. M. PLACE OF tNJ\JAY..\l. home. farm, Slree.. ladory,ottica bui1din9. ale. ISpec.h.1 u.. 2,b. 29. 30.. a.M"'E." tCtoeclo; Clr'Ily ~l "CEJtTIFYINC PHY$tCIAN(Ph~oan<:.~1Ilyoog cauS&' d ceoalll wtler'! 0II('tQll't8f ph'f'sc,an hOllS pfOl'lOlJnl:ed dealh ana cornPleled lIem 231 To dMI ~ of Ifty knoWledgtJ. daattt oceu"," due 10 ~ causc(s,and m.nMf.. s1.ted. . . &PftOMQUNCIHQ AND CERTIFVINQ PHYSIC1AH (PhySIC..." ~ ;jfonou(lC'!"l9 death aoct e~Il"ln9lOcause of dealh) To lhe ~ 01 1ft., know~t'l, de.U"I occu,,," a' the arne, date. Ind place. 1M du.lo tl't. cause(.) al'ld mann., II .1..ee1.. "MEDICAL EXAMINER/COf\OHEA ~~~:,~:i~:~=.~~.I~~I"~~ .a.n.~/~ ~~~~~I~~~t.~~: ~~ ~.'f. ~~~n.i~~: ~~~~~ ~~;~~~~~ ~~ ~~~ ~I~~. .~~'~~ ~~~.~'~~;: ~~~,~~~ ~~ ~~~ ~~~:~~~}...~ 0 :n.. REGISTRAR'S SIGN~TUFlE ....ND NU E ~. \='eu.~~ Jjd ~U)I ;1/"" r"r' / 7o(r ... /6-/99-/1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17126-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT - REV-16D7 EX AFP <12-DD) ROBERT G FREY FREY 8 TILEY 5 S HANOVER S1 CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-10-2001 KARATHANASIS 12-17-2000 21 01-0022 CUMBERLAND 101 WILLIAM N Allount Rellitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i6Cfj-EX--AFP-n'2=OoY------...--iNHERiTANCi-TAX-STATEMENf-OF-ACCOLjNT--.-..--------------------- ESTATE OF KARATHANASIS WILLIAM N FILE NO. 21 01-0022 ACN 101 DATE 09-10-2001 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-03-2001 PRINCIPAL TAX DUE: ................................................................................ 3,047.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-16-2001 AA478163 152.35 2,959.26 08-27-2001 REFUND .00 64.61- TOTAL TAX CREDIT 3,047.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 * SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) v /6-/99-// COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP elZ-DDl ROBERT G FREY FREY & TILEY 5 S HANOVER ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-03-2001 KARATHANASIS 12-17-2000 21 01-0022 CUMBERLAND 101 WILLIAM N Amount Remitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS __ REV=is'4'-E3f-AFP--n2':OOY-NOTicE--OF-YNHERYfAifci-TAX-XppRXisEMENT:--ALLOWAN-ci-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KARATHANASIS WILLIAM N FILE NO. 21 01-0022 ACN 101 DATE 09-03-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 48,410.00 .00 .00 .00 32,770.00 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 81,180.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 13,010.00 449.00 (11) (12) (13) (14) 13.4;9 00 67,721. 00 .00 67,721. 00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 67,721. 00 X 045 = 3,047.00 .00 X 12 = .00 .00 X 15 = .00 (19)= 3,047.00 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-16-2001 AA478163 152.35 2,959.26 08-27-2001 REFUND .00 64.61- TOTAL TAX CREDIT 3,047.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A '"CREDIT'" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ....., ,......~. L. STATUS REPORT UNDER RULE 6.12 Name of Decedent: William N. Karathanasis aka Vasilios N. Karathanasis Date of Death: December 17, 2000 Will No. Admin. No. 21-01-0022 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 if 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: (a) Did the personal representative file a final account with the Court? Yes ( ) No ( ). (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (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: De. ~ o-\....b u Ii 'ZOd ( I -Li o N ("") 0- Signature Robert G. Frey Name (Please type or print) 5 South Hanover Street Address (717) 243-5838 Telephone No. .~~~ as a: o N Capacity: ( ) Personal Representative ~ . =~ ( X) Counsel for personal representative ", ..0 ,.:.. s:: p ~5 (.)0 --- 1:-- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: William N. Karathanasis aka Vasilios N. Karathanasis Date of Death: December 17, 2000 Will No. Admin.No. 21-01-0022 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: January 22, 2001. Name Address Nicholas Karathanasis, 230 North Baltimore Ave. Mt. Holly Springs PA 17065 Syllvia Barrett, 1465 Pine Road, Carlisle Pennsylvania 17013 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: January 22, 2001 ~~- Signature Name: Robert G. Frey Address: 5 South Hanover Street Carlisle PA 17013 Capacity:_ Personal Representative -.X Counsel for personal representative 4\ ~ ~ ('I') cJ) ...-4 cD !:; ~ o 'Z ~ ..... Ul ~ ~~ ~w ~o ~~ ~'8 m'Z. 0.4- t:. ~ i - >= ~ c.~ "" rll tfl \ ~'J G1 , ~z. b;) .,..-I , .-D (!: n " ...... ~2. . <1 1) z~ ..... ,l \ \jl ~J ~', IS' ,J ,-< '3 ~ .-- n.l ~U) ~. 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