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HomeMy WebLinkAbout01-0581 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of So Y\\\~?Ct ~H\~ \<'. br~\ '.(~o. also known as To: ;;21 '''I' :: - ,- I -~---"_._----~_::.- Register of Wills lor the County of~'3::.,:-1.l~ In IlIe Commonwealth of Pennsylvania Deceased. Social Security No. -+to ~ . b' ~~~ q,~ The petition of the undersigned respectfully represents that: (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Your petitioner(s), who is/are 18 years of age or older, appl T 'F S for letters of adminIstration __ On the estate of Decendent was domiciled at death in C" '-""r- ~ f::.. "Q L~""\l) County, Pennsylvania. with h IS last family or principal residence at "I \', F ~ ,"f-o T< '\) \;: t:.f~ \) (,p. .\' '1_'\:\. ~_~_ (list street, number and municirality) I Q . (E~T PENNSBORO TOWNS.HI P..) . Decendent, then --+--+-- years of age, dIed y ~ . -,lJ:?;:L._-I, at t-+ \ I I S \ 'D 'P ~ r)~?, ~ 't::P' ...: ~o..LAv\.\?"-C'I;\~ y,)" '{:.l...______. ' '" - ......:-: '. ... \" \ Decendent at death owned property with estimated values as folllows; (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsy vania situated as follows: $_ \ ~_=-J (~) .L~L_____ $-------------.---- $-..----..----..-- --- $----------..--...--..- Petitioner_ after a proper search haS ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name Relationship Residence CA"I'\.. ..l...___..______ , '\ l.. ,==___._ THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. ~ '" <l) u " <l) ~3 <l) .... ~:g -00 ".;: ro "= 3~ <l) '- 50 Ol " OJ) (.Ii /~'I^AoLV ~S'1(7Hll,",<l.~ 'f., ".1.', E R R~'~ Ro ~ Cf'\"\r\.\lt...l.. yA ),0\\ 1(0-;;;)6"1- It-\- ~ ~ E ---- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Satyagalam K. Desikachar Date of Death: April 8, 2001 No. 21-01-0581 To the Register: I certify that notice of beneficial interest 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 July 2, 2001: Name Address Soundara Desikachar 717 Erford Road Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except no exceptions Date: July 2, 2001 si D. Cameron Address 1325 N. Front st. Harrisburg, PA 17102 Telephone (717) 236-3755 Capacity: Personal Representative x Counsel for personal representative 0' GOODYEAR Credit Card Plan PO BOX 7004 Sioux Falls, SD 57117 July 3, 2001 J III Register of Wills 1 Courthouse Square Carlisle, P A 17013 Proof of Claim State of Pennsylvania IN CIRCUIT COURT SSN: 406-66-3395 File Number: 21-01-581 County of Cumberland IN THE MATTER OF THE EST A TE OF Satyagalam K. Desikachar, Deceased Judicial Court STATE OF South Dakota COUNTY OF Minnehaha Kim Richardt, being duly sworn, deposes and says that the amount of the annexed claim against the estate of Satyagalam K. Desikachar, deceased, is justly due and owing to aid claimant, Goodyear whose post office address is PO Box 7004, Sioux Falls, SD 57117 that no payments have been made thereon which are not credited upon said claim, and that there are no offsets or counterclaims against the same to knowledge of claimant or affiant. Acct# 7753-0100-5653-1372 Balance: $243.34 * See attached sheet IAL"rY\ ~l('hCLYdl J- Subscribed and sworn to before me this 5..f1\day of .::s: ~ ;JtJtJ ( '~!)rk1;UP(MYCOmmiSSionExPires: 7-/) -.;>Oc(?' ame of Office) The within claim was presented to me for allowance 20 and , 20_, allowed by me for of the Estate of dollars. Deceased. Allowed and approved by me 20_, at the sum of Dollars. Judge of the Circuit Court r COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: S K DESIKACHAR Court File No: 2101581 Deceased TO: THE CLERK OF THE ORPHANS' COURT DIVISION: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. 93532(b)(2). 1) Claimant's name: Sears Roebuck and Co. 2) Claimant's address: 3100 W. Lake St. Ste. 110 Minneapolis, MN 55416 3) Creditor listed below is the owner and holder of a claim in the amount of $ 438.58 4) The facts upon which this claim is based is a credit agreement between Creditor and Decedent, identified as account number which is evidenced by the attached affidavit of account stated. 5) Decedent'saddress:-111 EvfovT\ Rc\. C[l;Ylpt-f'll1>14 /7011 6) Date of Death: 4/ fOloJ 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, I do solemnly declare and affirm under the penalties of perjury that they Information and representations made herein are true and correct :a::::be; : I~ ~c;re, information and bel~ al ant Written notice of claim was given to Personal Representative and/or his/her counsel a? stated below: \0-- YY\.Lo ~ a rN2 ('01\. - Nf~e7S tv ~r~ S+- Ac;l,d ress (;) f1A(ViS,buf't 'yA MfDZ C. ~Y/State/~it . \1...tV~ I. Z L-J() I Date no ice mailed , This "Backer" must be used in Montgomery, Luzerne & Allegheny Counties )> iJ )> () m 0 ~ I 0 s;: (f) ..., 0 0 S 1:l ...... :J'" Z :;0 ~ OJ ...... m m )> m :J 0 '**' (f) Z Ul '**' (f) -j 0 ........ "'TI () (f) r.p 0 :::;; Z c OJ ..., )> ,...,. 1:l 1:l ~ Z m 0 n OJ 0 0- m '" m - ......... .... 0 0 ~ 0 .:E r- ~ 0 () (I) s;: en G) -+ ...... r- :I: ~ S)) IlJ ,... ~ 'CO m en 0 0 "'. =r m ~? (j) ^ () m m m n-+ )> ncn JJ (f) c l' m .... -. m~!:4 0 -+- .......0 ~ Q . IN RE ESTATE OF: S K DESIKACHAR ~ ". AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: 1. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit. 2. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of her duties. 3. The Decedent purchased merchandise in the amount of $438.58 evidenced by account number 5484024715063. 4. The unpaid balance does not include any late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not Chelsea A. J g sch Attorney at a 0303719 Balogh Bec r Ltd 3100 West La e Street, Suite 110 Minneapolis, MN 55416 Subscribed and sworn before me This I'S day ofC) uh1 ' 2001. . JENNIFER L. PUGH Notary Public Minnesota My Commission Expires Jan. 31,2005 ~ ,I GOODYEAR Credit Card Plan PO BOX 7004 Sioux Falls, SD 57117 July 3, 2001 Soundara Desikachar 717 Erford Rd. Camp Hill, P A 17011 Proof of Claim State of Pennsylvania IN CIRCUIT COURT SSN: 406-66-3395 File Number: 21-01-581 County of Cumberland IN THE MATTER OF THE ESTATE OF Satyagalam K. Desikachar, Deceased Judicial Court STATE OF South Dakota COUNTY OF Minnehaha Kim Richardt, being duly sworn, deposes and says that the amount of the annexed claim against the estate of Satyagalam K. Desikachar, deceased, is justly due and owing to aid claimant, Goodyear whose post office address is PO Box 7004, Sioux Falls, SD 57117 that no payments have been made thereon which are not credited upon said claim, and that there are no offsets or counterclaims against the same to knowledge of claimant or affiant. Acct# 7753-0100-5653-1372 B~nce: $243.34 * See attached sheet lALYY1 ~ lmCLV&:t Subscribed and sworn to before me this ~day of ~4J ;;tJrL! ____ ('l*EOt/.QApud MycorumissionExpires: /-/3 t.7!>>.7 (Name 0 ffice) The within claim was presented to me for allowance 20 and , 20_, allowed by me for dollars. of the Estate of Deceased. Allowed and approved by me 20_, at the sum of Dollars. Judge of the Circuit Court '. A ayment Due Date MAY 17 2001 Account Statement Your Account Number 7753 0100 5653 1372 Minimum Payment Due Amount Enclosed $10.00 $ 3900 3900 CI 1 22 9A GY Make checks payable to: GOODYEAR CREDIT CARD PLAN 7753010056531372002484800000000001000 SATYAGALAM K DESIKACHAR 717 ERFORD RD CAMP HILL PA 17011-1126 1.11111...111......11...11...11..111..1.1111...11111...1..1.11 3900 9A AVGY GOODYEAR CREDIT CARD PLAN PO BOX 9025 DES MOINES IA 50368-9025 1.1.1.11..111111111..1..1.1.1..11.....1.1.1.11.11.1.1.1..1.1.1 Print addre.. chang.. above. - Plea.e detach here. Send Notice of Billing Errors to: GOODYEAR CREDIT CARD PLAN PO BOX 8181, GRAY TN 37615 Customer Service: 1-800-767-0291 THIS I'CCOUNT ISSUED BY HURLEY STATE BIWK Account: 7753 0100 5653 1372 CI08in Date APRIL 22, 2001 Credit Available $0.00 Previous Balance $263.34 ments & Credits $20.00 New Balance $248.48 CURRENT ACTIVITY Transaction Date Transactions 00000015150403320211100 04/03 PAYMENT 17777777770420001015850 04/22 *&l:LLCB rrtJ^~1'1= r.HARr.r:;st THANK YOU FOR YOUR RECENT PAYMENT! Amount $ 20.00- $ Ii 11 CREDIT PLAN SUMMARY REVOLVING CREDIT PLAN Previous Balance $263.34 Billed FINANCE CHARGES $5.14 Payments & Credits $20.00 Plan Balance $248.48 Minimum Monthly Payment $10.00 Accrued F'NANCE CHARGES Expiration Date FINANCE CHARGE SUMMARY Average Daily Balance DAILY Periodic Rate Corresponding ANNUAL PERCENTAGE RATE Days In Billing Period ANNUAL* PERCENTAGE RATE FINANCE CHARGES Miscellaneous Fees Current B.lllng Period REVOLVING CREDIT PLAN $252.90 0.06564% 23.96%V 31 23.96%V $5.14 Previous Billing Period REVOLVING CREDIT PLAN 0.06564% 23.96%V 28 "Includes periodic finance charge and transaction charges. ACSNC 1 V = RATE MAY VARY PAGE 1 OF 903010 '?)/O/f/W'/q d/JfJrJ( I rJ;] . fJUJ 0/ pJj/rw 5v(Y) filiI :/!\J/ IX? I IO/~/;_ ... , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS, COURT DIVISION File No. 21-2001-581 Estate ofSAITAGAKANKDESIKACHAR I Deceased NOTICE OF CLAIM by FIRST USA BANK, N.A filed pursuant to Section 3532(b) (2) of the Probate, Estates, and Fiduciaries Code, 20 Pa.C.S.A. ~3532 (b) (2) TO THE CLERK OF THE ORPHANS' COURT DIVISION: Enter the claim of FIRST USA BANK (Clalmant) in the amount of $ 2,501.31 ,against the above-captioned estate. The decedent, who resided at 1325 NORTH FRONT STREET (Street Address) HARRISBURG, PA 17102-2629 (City/Borough/Township) I CUMBERLAND County, Pennsylvania, died on 4-8-01 . Written notice of said claim (Date) was given to SOUNDARADESIKACHAR I (Personal Representative and/or his/her Counsel) at 717 ERFORD ROAD, CAMPHILL, PA 17011 (Address) (Date) .~~ FIRST USA BANK, N.A Claimant on 7-18-01 POBOX 149265 Address Claimant's Counsel AUSTIN, TX 78714-9265 Address l !WI A eoa......... OM.LlNB ACCESS to ~ Acaoaat. Vin-~ _...........~-w,...-. "" .ooc.-~. .........IIt........RtIttJB.A.ooa 441712241008205200013600002501310 29 FIRST USA BANK, NA P.O. BOX 15153 WI~~NGTON ~E 19r.&6-~1~~ 111111111111111.1111111111111111111,1,1111111111111 EST OF S K DESIKACHAR 717 ERFORD RD CANP HILL PA 17011-1126 1,.,111",111,.".,11".11".11...11.,),1,11",..111..,1,,I,ll ":SGOOl6028~1241008Xl.s2)< CUSTOMER S1ERVlCE 1-8111-955.9\100 (INSIDE US) 1-30'2-",.&:200 (OUTSIDE US) ClD collect 1___446.3308 (_ E....1) 1-8111-955-8060 (11lD) w.... .1Int_.c.. ACCOUNT INQUIRY P.O.BOXIIMII WILMINGTON. DE 1___ PAYMENT ADDRESS P.O.BOX 15153 WILMINGTON DE 1__5153 4117 UUIIIIlIl2ll52 ,",ceo UNT NtJWIIER CARD MEMBER ACTIVITY SUMMARY DW<'. POST. RDmENCI: NtDIBD. 1lIm.00000NAWEOR 1RAKSAClIOKJ)acRlPTION ""01llfr DAn: DAn: 0401)2 0401)2 74417122WOI498N6X PAYMENT - THANK YOU 50.00CR 0401)6 0401)6 F33660030000BE096 LAWSUIT SETTLEMENT CREDIT" 038CR OUR RECORDS SHOWYOUR ACCOUNT IS PAST DUE. PLEASE CALL 1-800-955-8030 2,551.611 0.00 CARDMEMBER NEWS (APR)FOR OVERDRAFT CHARGES FROM A OONSUMER CHECKING ACCOUNT IS 13.99%FIXED.THE APRFOR OVERDRAFT CHARGES FROM A BUSINESS CHECKING ACCOUNT IS EQUAL TO YOUR CURRENT CASH ADV ANCE APR. This Statement is a Facsimile - Not an Original "30 "'" I. I D 1 Page 1 of 2 3~ 2000 CI3;:lO ??oo OI04~ 01lJ55630 @~ Cardmember TIpe: __UllA_~J"Il"","",_il__d_""rd_"",_ .o.....~IInt..daI. Calla far.ctu. dBhl that flt8yol1 b111~ eahedut& AvDII:I LMII........ .....,... pIIl'IIW1I*Ua.. bIbw it'8 duL w. ~ mlllingyo&W ~ 7.10 KMp YoIr NlIft lAM' ~.... w. to.....1hm rail' paprwt..,,;..... b8forw the du. dale. ve to rUe your Ii"*- y-1IstlI m_ . .,,..,--*1 ...... 00I1a .... aU' oIfwIi or goocIl and ..NceII pI-." ..taII-f.... III: 1-aBaBU,., -~8DcI.1O Nlf'nOWlJGUl'''''' fromfutu,..,.,,. U&A IN.r1IIltIng programa. .000000Fall8A"~a.rn. ~ ygu~~.. 24 haunI._, 7~.__1t. -011_......... Sift! IN rnerw.de ttyour ca'dI or ,wrlllUlWMnl forcutoHree~. ....-.cI..e.mIII to ~ tram DU''MIb 1itII:www.FhrlJSA.DOm. . Wri'II tEl.. Ii; ROo Bc:lll I0IO, WIIn*1gtI:n. DE 1 QlliNHIG50. -- 'MIh Your -Q....., - '" ~ ST ATE OF PENNSYL VANIA SATYAGALAM K. DE SIKACHAR IN THE ORPHANS/REGISTER OF WILLS COURT: CUMBERLAND COUNTY IN RE: ESTATE OF ESTATE NO. 21-01-581 STATEMENT OF CLAIM 1. MBNA America hereby presents for filing against the above estate this statement of claim in the amount of $ 816.71. 2. The basis for the claim is MBNA account number 4264 2928 7580 8277 which was opened on 06/27/1998. 3. The tax identification number of the claimant is 510331454. 4. The name and address of the claimant is MBNA America, 1000 Samoset Drive, Wilmin~on, DE 19884. 5. This claim IS NOT contingent. 6. This claim IS NOT secured. 7. The last payment made on the account was $ 17.00 on 02/03/2001. Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true, to the best of my knowledge and belief. Executed this I f day of ~ 1:01$1 ~I:~ MBNA America ,2001 Claimant State Of Delaware, County of Kent IN WITNESS WHEREOF, I have set my hand and notarial seal this \~ day of -9,ubAa-- ,2001 . DAWN M PEUGH NOTARY PUBLIC ~V'~~M0J1~S~~~~~ES ON 12112/02 DlDGUAPY> rn f \U1 ?f1 Notary Public '-"'" t X165-1 CUSTOMER INFORMATION SYSTEM 07/19/01 * 4264292875808277 * 08:16:44 S K*DE SIKACHAR CURBAL: 870.46 CYCLE: 17 N 0000000000000000 CR LIN: 7000.00 STATUS: 5 CHANGED: 05/03/01 ***************************** APRIL STATEMENT ***************************** POST -------REFERENCE------- TRAN --------DESCRIPTION------- BC ---AMOUNT--- PURCHASES AND ADJUSTMENTS 0419 00000000000000 0419 LATE CHARGE FOR PMT DU C 29.00 **************************~~S~EN~************************* PREV BAL - $805.75 PAY + $0.00 SALE + $0.00 CASH + $0.00 F/C $10.96 ..--.~.,-.._-- (/+/Z~TE C~ = NEW BAL $29.0~ $845.71 ~---- PF10=PAGE FORWARD PF11=TRANSACTION SUMMARY ----------------- _.,- '---'-- 4-@ 1 MBNAIS PF06=MAY STMT PF15=MARCH STMT _ ___._._m_____________.___..~_ 192.168.14.20 PA1=BEGIN AGAIN 1 PA2=SYSTEM MENU HBZA -- ------------,-_. . -"---------------------- WDA41Y35 2/31 r, . STATE OF PENNSYL VANIA PROBA TE COURT CUMBERLAND COUNTY FILE NO: STATEMENT AND PROOF OF CLAIM 21-2001-581 Estate of SA TY AGALAM K. DESIKACHAR I, Howard A. Enders, Esq. on behalf of ADV ANT A BUSINESS CARDS located at 695 RANCOCAS RD. WESTAMPTON. NJ 08060 submit the following claim against the estate for the sum set forth. DECSRIPTION VALUE ADV ANTA BUSINESS CARD ACCOUNT #5477534211320008 BALANCED OWED $974.57 There is now due on the claim, above all legal set-offs, the sum of: $974.57 D Notice to interested persons: This is a claim by a personal representative. This claim will be allowed unless notice of an objection by an interested person is delivered or mailed to the personal representative not later than I declare that this claim has been examined by me and that its contents are true to the best of my information, knowl dge, and belief. Howard A. Enders. Esq.. General Counsel Name (type or print) The Creditor's Rights & Bankruptcy Group A Division of Phillips & Cohen Associates, Ltd. 695 Rancocas Road Address Westampton. NJ 08060 609-518-9000 City, State, Zip Telephone I '... [PROOF OF SERVICE OF CLAIMI I served upon SaUNDRA DESIKACHAR. PERSONNAL REPRESENT A TIVE Name fiduciary, a copy of this claim on AUGUST 2. 2001 by REGULAR POST A TE PAID MAIL Date State manner and address of service TO 717 ERFORD RD.. CAMPHILL. PA 17011-1126 I declare that this proof of service has been examined by me and that its contents are true to the best of my information, knowledge, and belief. --1 V r/~/()/ ~ Date I Signature ~CCEPTANCE OF SERVICEI Service of the attached claim is accepted. Date Signature ,. - '1)fFICE OF PROBATE STATE Pennsylvania COUNTY Cumberland PROBATE COURT DEPARTMENT IN MATTER OF PROBATE DOCKET NO. 21-01-0581 COUNTY CLERK/PROBATE COURT NO. NUMBER OBTAINED FROM RESIDENT COUNTY, Cumberland STYLE OF ESTATE: Krishha Desilachar ' Deceased SWORN STATEMENT SUPPORTING CLAIM AGAINSlESTATE I, Ellie Martinez , hereinafter called Affiant, do solemnly swear that the foregoing and attached Claim against the above-numbered and served Estate, amounting to the sum of One Thousand Nineteen and 98/100 Dollars($1,019.98) is a just claim, and that all legal offsets, payments and credits known to Affiant have been allow&d and that the sum herein claimed justify due. Chase Account Number(s) 5491 0434 5002 0784 Account(s) is/are revolving, unsecured line(s) of credit. .~j .:'" ~-- '7) (/ .C-' ,/' " .; , :~ /' / pi /{Uz/CL v. Affiant - Representative for Chase P.O. Box 52188 Phoenix, AZ 85072-2188 (800) 352-3234 ,j',.,./~ c' v nhattan Bank USA, N.A. NOTARY PUBLIC'S SIGNATURE AND SEAL Sworn t~and ~bscribep)afifore '\,e on 0>--"-- @, \-0 , 2001 (J\\~W UcJlfu\ PROOF OF SERVICE The undersigned has this day delivered or mailed a true copy of this claim ( _Lby U.S. Mail or _by registered mail, return receipt attached) together with a true copy of each written instrument upon which the claim is predicated to the legal representative of the estate and to his attorney of record, Soundra Desilachar, c/o James D. Cameron, Attorney at Law, 1325 N. Front St, Harrisburg, PA 17102 Dated July 11_2001 -, C' .' <- / ?~",.' L [ t'':;-~:~~A~~~~? APPROVAL OR DENIAL OF CLAIM The within Claim for $ 20 , and was denied / allowed on numbered and styled Estate. was presented to me on , ,2000 as a claim against the above- Title NOTARY PUBLIC'S SIGNATURE AND SEAL Sworn to and subscribed before . me on , 2000 t ~ , - , ... Page: 1 Please indicate Name, or address Telephone changes Home ( ) Work ( NUMBER PAYMENT PAST DUE MI DUE DATE AMOUNT PA 002 0784 05/18/2001 17.00 MINUM YMEN NEW AMOUNT OF T BALANCE PAYMENT ENCLOSED 7.00 1019.98 $ ACCOUNT ~ 5~91 0434 5 3 8134 0400 PE D 1 7 16 KRISHHA DESILACHAR 717 ERFORD RD CAMP HILL PA 17011-1126 ~- ACCOUNT NUMBER f~~91 0434 T02 0784 i DATE OF S POST CREDIT LINE CREDIT AVAILABLE DAYS IN ILLING CYCLE BILL DATE PAYMENT DUE DATE MINIMUM AYMENT DUE 9100 8080 31 04/23/2001 05/18/2001 37.00 REFERENCE NUMBER DESCRIPTION OF TRANSACTIONS AMOUNT 0330 0000 0330 0000 85300212T09FQWWT1 PAYMENT THANK YOU LATE CHARGE - MIN PYMT NOT RECD BY DATE 30.00- 29.00 OUR ACCOUNT IS PRESENTLY PAST DUE. YOU MUST SEND PAYMENT TO VOID LOSING YOUR CREDIT PRIVILEGES. IF YOU'VE ALREADY PAID- HANK YOU. ENROLL IN CHASE PAYMENT PROTECTOR PLAN TODAY. THE PLAN THAT HELPS PROTECT YOUR CREDIT RATING. *** FINANCE CHARGE CURRENT CASH *** FINANCE CHARGE CURRENT PURCHASE 00 00 00 o o o 9.84 9.54 PREVIOUSf:: NEW PURCHASES DEBIT FINANCE OVERLINE NEW BALANCE PAYMENTS CREDITS AND ADVANCES ADJUSTMENTS CHARGE AMOUNT BALANCE 1001.60 I 30.00 .00 .00 29.00 19.38 .00 1019.98 AN AMOUNT FOLLOWED BY A MINUS SIGN(-) IS A CREDIT OR A CREDIT BALANCE UNLESS OTHERWISE INDICATED I YOU MAY AVOID ADDITIONAL FINANCE CHARGES ON PURCHASES IF YOU PAY THIS AMOUNT BY THE DUE DATE __~- $_:535~48_==_ I TYPES OF CREDIT TO FINANCE DAILY NOMINAL ANNUAL ANNUAL WHICH RATES APPLY CHARGE BALANCES PERIODIC RATE PERCENTAGE RATES PERCENTAGE RATE PURCHASES 488.50 .06299 % 22.99 % 22.99 % ADVANCES 503.86 .06299 % 22.99 % 22.99 % - --- -- t=-==-==----_ -- --. ~ =l _I SEND INQUIRIES TO PO BOX 15902 WILMINGTON DE 19850-9800 IF YOU TELEPHONE YOUR INQUIRY, YOU DO NOT PRESERVE YOUR RIGHTS UNDER FEDERAL LAW. CUSTOMER SERVICE TELEPHONE NUMBER'S: 800-334-0601, 800-545-0464 TO REPORT LOST/STOLEN CARDS, TOLL FREE 800-334-0601 ANYTIME FROM ALL 50 STATES, PUERTO RICO, AND THE U.S. VIRGIN ISLANDS. OUT OF AREA TELEX NUMBER: 682-2101. YOU ARE NOT REQUIRED TO PAY ANY SPECIFIC AMOUNT YOU HAVE PROPERLY REPORTED TO US AS DISPUTED PENDING OUR COMPLIANCE WITH APPLICABLE LAW. STATE OF PENNSYL VANIA IN RE:ESTATE OF IN THE ORPHANS/REGISTER OF WILLS COURT: CUMBERLAND COUNTY SATYAGALAMK.DE SIKACHAR ESTATE NO. 21-01-581 STATEMENT OF CLAIM 1. MBNA America hereby presents for filing against the above estate this statement of claim in the amount of $ 2,784.07. 2. The basis for the claim is MBNA account number 5490 9901 2611 7587 which was opened on 07/13/1992. 3. The tax identification number of the claimant is 510331454. 4. The name and address of the claimant is MBNA America, 1000 Samoset Drive, Wilmin2ton, DE 19884. 5. This claim IS NOT contingent. 6. This claim IS NOT secured. 7. The last payment made on the account was $ 50.00 on 04/04/2001. Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true, to the best of my knowledge and belief. Executed this l'i day of ~ ' 200 I ~~I~BNAAmerica Clajmant State Of Delaware, County of Kent IN WITNESS WHEREOF, I have set my hand and notarial seal this a day of C},~ ,2001 DAWN M PEUGH :HlTARY PUBLIC .sTATE OF DELAWARE MY COMMISSION EXPIRES ON 12112102 \Y\b~N) m r ~iA Notary Pub1i X165-1 CUSTOMER INFORMATION SYSTEM 07/19/01 * 5490990126117587 * 08:54:55 SATYAGALAM K*DESIKACHAR CURBAL: 2978.88 CYCLE: 09 N 0000000000000000 CR LIN: 3100.00 STATUS: 5 CHANGED: 05/03/01 ***************************** APRIL STATEMENT ***************************** POST -------REFERENCE------- TRAN --------DESCRIPTION------- BC ---AMOUNT--- PAYMENTS AND CREDITS 0404 04040138234257 0403 PAYMENT - THANK YOU 50.00CR PURCHASES AND ADJUSTMENTS 0410 00000000000000 0410 LATE CHARGE FOR PMT DU C 29.00 ***************************** AP~~ ~**~rf;*************** PREV BAL - $2779.54 PAY + $50.00 SALE + $0.00 CASH + $0.00 F/C $54.53 (f~--~ NEW BAL $29.0~13.07 '--=-- PF10=PAGE FORWARD PF11=TRANSACTION SUMMARY ----- - ----------- 4-@ 1 MBNAIS PF09=MAY STMT PF18=MARCH STMT ~-'-----.'---'--".._--_..,.._---_. ---- 192.168.14.20 PA1=BEGIN AGAIN 1 PA2=SYSTEM MENU HBZA ---- . --------------, --- - WDA41Y35 2/31 ~Y.ISQ(I.. EX (6-00~.. .... z w c w o w c ~ lC::$CIl Uct:lC: WG-g :Z:~..J UG-a:I G- o( DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL) DFSlKACHAR, SATYAGALAM K. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 04/08/2001 05/08/1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DFSlKACHAR, SOUNDARA COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 IX] 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (AIlach copy 01 Will) o 9. Litigation Proceeds Received ltc, '[).31- /L} REV-1500 OFFICIAL USE ONLY INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 2 1 0 o 5 8 1 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 406 3395 66 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 2. Supplemental Return o 4a, Future Interest Compromise (date 01 death aner 12.12-82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrusl) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 3. Remainder R~turn (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required ~ 6, Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (AttachSch 0) z o 5 :J .... ii: c( o w a:: z o ~ ~ :J a. ::E o o g FIRM NAME (K AppIicsble) TELEPHONE NUMBER (717) 236-3755 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. JoinUy Owned Property (Schedule F) o Separate Billing Requested 7, Intef-Vivos Transfers & Miscellaneous Non-Probate Property I (Schedule G Of L) 8. Total Groll Asl8ta (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (11) 3,338.34 (12) -0- (13) -0- -0- (14) x.O_ (15) -0- x.O_ (16) -O- x .12 (17) -O- x ,15 (16) -0 (19) -0 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)(l.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20.0 Decedent's Complete Address: STREET ADDRESS 71 7 ERFORD ROAD CITY CAMP HILL I STATE -, ZIP PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) -0- Total Credits (A + B + C ) (2) 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( D + E ) (3) 4. If Line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. -0- (5) (5A) (58) A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. -0- Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.......................................................................................... D b. retain the right to designate who shall use the property transferred or its income; ............................................ D c. retain a reversionary interest; or.......................................................................................................................... D d. receive the promise for life of either payments, benefits or care? ...................................................................... D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...... ........ .......................................................................................................... D No [ZJ !Xl [Xl [Xl ~ ~ IX] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties 01 perjury. I declare thai I have examined this retum. including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration 01 preparer other then the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN S~~~~CS, ~~ [',QQ(:. ADDRESS 1 717 ERFORD ROAD, CAMP HILL, PA 17011 SIGNATURE OF P ARE THE EPRESENTATIVE ADDRESS NORTH FRONT STREEl', HARRISBURG, PA 17102 DATE <6 '3t b\ 01 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)). The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [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.1508 EX. (1.97) . ~ . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Satyagalam K. Desikachar, deceased FILE NUMBER 21-01-0581 ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Allfirst Bank checking account number 15963101 VALUE AT DATE OF DEATH 1,306.29 TOTAL (Also enter on line 5, Recapitulation) $ 1 ,306.29 (If more space is needed, insert additional sheets of the same size) ~r;')I~nnf1[";J . ~ mLlLllLL ! I nl JUL 1 6 2001 11 UI!n:s\.:7t..:Ju u"[~:JT~ 11 allflrst Allfirst Financial Center N.A. P.O. Box 900 Mi1lsboro. DE 19966 July 11, 2001 James Duryea Cameron, Esquire 1325 North Front Street Harrisburg, PA 17102 RE: Estate of Satyagalam K. Desikachar, Deceased Date of Death: April 8, 2001 Social Security Number: 406-66-3395 Dear Mr. Cameron: In response to your request, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following account. Account Type........................... Silver Checking w/Interest Account Number.. .. .... .. ... . .. .. .. ... 15963101 Ownership (Name of)................. Satyagalam K. Desikachar Opening Date........................... 02/17/98 Balance on Date ofDeath.........$ 1,306.13 Accrued Interest....................... 0.16 Total $ 1,306.29 (Int.YTDOD=$1.90) ------ ----...... --------~._.- 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 Witten Agreement We hope this information is sufficient for your needs. For further questions on this account, including closure and/or reimbursement of funds, please contact our branch at 1200 Market Street, Lemoyne, PA 17043, telephone #(717) 255-2271. Sincerely, ~c~.?:.:i~ (302) 934-2916 . REV-1511EX'" W-S7) ~ SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Satyagalam K. Desikachar, deceased 21-01-0581 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1 Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 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 Register of Wills of Cumber land County 32.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Cumber land Law Journal (legal advertising) 60.00 TOTAL (Also enter on line 9, Recapitulation) $ 92.00 (If more space is needed, insert additional sheets of the same size) REV.1512 EX+ {I.93J . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Please Print or Type FILE NUMBER 21-01-0581 COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Satyagalam K. Desikachar, deceased ITEM NUMBER DESCRIPTION AMOUNT 1. American Express account number 3737-078034-99002 2,400.63 2 MBNA America account number 4264292875808277 845.71 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of same size.) $ 3,246.34 . REv.1513 EX:.":\.97) - SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Satvaqalam K. Desikachar. deceasfrl FILE NUMBER ?1 _()1 OE;R1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF EST A TE ESTATE OF NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1, Soundara Desikachar 717 Erford Road Camp Hill, PA 17011 spouse 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) INVENTORY Estate of Satvaqalam K. Desikachar No. 21-01-0581 also known as Date of Death April 8, 2001 . Deceased Social Security No~06-66-3395 I, Soundara Desikachar, Pellonal Representativelflll 01 the above Estate, deceased, verily that the items appearing in the lollowing inventory include ail 01 the pereonel e88ets wherever situata and all of the real estate in th" Commonwealth of Pennsylvanlo of said Decedent, that the veluetion placed opposite each item 01 said Inventory represents its lair value as of the date of the Decedent's death, and that Decedent owned no real estate outside 01 the Commonwealth 01 Pennsylvania except that which appears in a memorandum at the end 01 this inventory. ~ verify that the statements made in this Inventory are true and correct. I/I/la{understand that Inlte stetements herein are made subject to the penalties 01 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: 1.0. No.: James D. Cameron 58998 S~~~~~\l~ Soundara Desikachar, Admin. Nam.. 01 Attorney: Telephone: 1325 North Front street Harrisburg, PA 17102 (717) 236-3755 Datod Address: Description Value Allfirst Bank checking account number 15963101 1,306.29 Total: $1,306.29 (Attach Additional Sheets if necessary) NOTE: The Memorandum 01 real estate outBide the Commonwealth 01 Pennsylvania may, at the election 01 the personalrepresentalive. include the value 01 each Item. but luch ligures Ihould not be extended into the total of the Inventory_ nW-8 \. /b-c28?-/Y 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 JAMES D CAMERON ESQ 1325 N FRONT ST HBG PA 17102 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-22-2001 DESIKACHAR 04-08-2001 21 01-0581 CUMBERLAND 101 *' REY-1547 EX AFP <12-001 SATYAGALA K Allount Rellitted 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 = isirj-E3f-AFP-n'2-:ooY-NciricE--oF-)-NHErfiTAifcE-YAX-XpPR'jrisEi"-ENT~--AirowAifcE-oR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DESIKACHAR SATYAGALA K FILE NO. 21 01-0581 ACN 101 DATE 10-22-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 1.306.29 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 92.00 (9) (10) 3.246.34 (11) (12) (13) (14) NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ abh ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Anount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 1,306.29 3.338 34 2,032.05- .00 2,032.05- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = .00 X 045= .00 X 12 = .00 X 15 = (19)= .00 .00 .00 .00 .00 . PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment tD Class B [collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right tD appraise and assess transfer Inheritance Taxes at the lawful Class B [collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND [CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. [72 P.S. Section 9140). Detach the tDP portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF MILLS. AGENT A refund Df a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" [REV-13l3). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, Dr by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I Dr speaking needs: 1-800-447-3020 [TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance Df deductions, or assessment of tax [including discount or interest) as shDwn on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board Df Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" [REV-150l) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent [5%) discount Df the tax paid is allowed. The 15% tax amnesty nDn-participation penalty is computed on the total of the tax and interest assessed, and nDt paid before January 18, 1996, the first day after the end of the tax amnesty periDd. This non-participation penalty is appealable in the same manner and in the the same time period as YDU would appeal the tax and interest that has been assessed as indicated Dn this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and Dne [1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate Df six [6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates fDr 1982 through 2001 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 n .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 n .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 117- .000301 --Interest is calculated as follDws: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation tD fifteen (15) days beyond the date Df the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION * * * File No. 21-2001-581 Estate of S K Desikachar A/KJA ** SATYAGALAM K. DESIKCHAR ** * * * , Deceased NOTICE OF CLAIM by JENNIFER L. VANBUSKIRK. AGENT FOR AMERICAN EXPRESS Filed Pursuant to Section 3532 (b) (2) of the Probate, Estate, and Fiduciary Code, 20 Pa. C. S. A ~ 3 5 3 2 (b) (2) To the Clerk of the Orphans' Court Division: Enter the claim of JENNIFER L. VANBUSKIRK. AGENT FOR AMERICAN EXPRESS (Claimant) in the amount of $1.835.81 against the above entitled estate. The Decedent, who resided at 717 Erford Road (Street Address) , Cumberland County , Camp Hill, PA 17011 (City) Pennsylvania, died on April 08, 2001 Written notice of said claim was given to James Cameron. Esa. (Personal Representative, or . Ifknown to claimant, at 1325 North Front Street his Counsel) Harrisbur~, PA 17102 ( Address) .on November 07. 2001 (Date) , Claimant Post Office Box 24566, Baltimore, Maryland 21214 ( Address) Claimant's Counsel: ( Address) 00 < ~ ~ ~ z o ~ ~ o u ~ o ~ ;:J o u ~ z ;:J o u ~ ~ ~ ~ ~ ~ ;:J u ~ o z o 00 .... ~ ~ ~ o u ~ ~ o .... 00 lI'l I .... Q Q M I .... M o Z -l< -l< ~ ~ 00 r>;l ~ ~ ~ ~. <1'l ~~ <g 00'= -l< -l< < ~ ~ U ~ 00 r>;l ~ ~ 00 00 00 ~ r>;l = ~S u g ;00 ~~ ::I .... '" ..c S = s:l. ..... '= ~ ell OS .... Q ell .~ .... Q Z ~ o r>;l ~ < ~ 00 r>;l ell .= .... .... aj Q '= N' Q .....u ".....~ er>;l ~ ~ lI'l ~ .... . =U -.,r t~~ E ~oo M ~~~-g ~~~.s ~O~t' ~U~~ ;... ~ . ~ ~~qe r-. r>;l ~ Q ~~ = ..... < := =~ - ~oo ~ ..,r>;l M M Q 00 I -.,r -.,r -.,r "..... Q .... -.,r '-' STATE OF PENNSYLVANIA IN THE MA TIER OF ESTATE OF: S K DESIKACHAR A/KJA ** SATYAGALAM K. DESIKCHAR ** IN THE ORPHAN'S COURT OF CUMBERLAND COUNTY ESTATE#: 21-2001-581 STATEMENT OF CLAIM 1. The creditor, American Express, certifies that there is due and owing by S K DESlKACHAR, deceased, the sum of ONE THOUSAND EIGHT HUNDRED THIRTY FIVE DOLLARS AND EIGHTY ONE CENTS ($ 1,835.81). 2. The nature of the claim is a OPTIMA CARD account 373707803499002, which was established in 11/01/73 . 3. The name and address of the claimant is: American Express, 200 Vesey Street, New York, New York 10285- 3830. 4. The name and address of the claimant's agent is: Jennifer L. VanBuskirk, Estate Recoveries, Inc., P. O. Box 24566, Baltimore, Maryland 21214. 5. This claim is not contingent and is not secured by any liens or judgments. The last payment on said account was made on 04/03/01 in the amount of$50.00 . 6. This claim is not based on anyone instrument. Said balance has accrued since the account was established. On behalf of American Express, creditor, I do solemnly declare and affIrm under the penalties of petjury that the information in the foregoing claim is true and correct to the best of my knowledge, information and belief. ~t11j,~ ,1 f/ cWJJf1~/ NNIFE JJo VANBUSI(IRK state Recoveries, Inc. P.O. Box 24566 Baltimore, Maryland 21214 (410) 444-8022 County of Baltimore, Maryland: IN WITNESS WHEREOF, I hereunto set my hand and Notarial Seal t~vember .07, 200 I. ~ 1/ 10 ~ ill. p-: LISA M. GERKE, Notary Public 04. W3 ';~:\~8/JJY Account Statement 2 EN ~ 3 A YOUR ACCOUNT IS PAST DUE. PLEASE REMIT PAYMENT IMMEDIATELY. "--- Monthly Activity Summary Minumum Payment Due Past Due Amount Payment Due Date New Balance Account Number Please write in amount of pay men- enclosed 92.00 45.00 04/10/01 2,353.81 3737-078034-99002 S K DESIKACHAR 717 ERFORD RD CAMP HIll PA 17011-1126 Make check payable to: AMERICAN EXPRESS CENTURION BANK SUITE 0002 CHICAGO Il 60679-0002 1,11"11""11,11",11,1"11,,,11,,,11,1,,,1,11,1,,1,1",,1,11 0000373707803499002 000235381000009200 17rlrl Cardmember Fast, free online access to your account. at your convenience. Simply go to News www.americanexpress.com/cardslnotregistered.htmland log in. While you're there, you can download your bill to Quicken(R) or Microsoft(R) Money. I Card member Name S K DESIKACHAR I Account Number 3737-078034-99002 /page 1 of Am. Exp. IDate of IDate of Reference No. Transaction Posting ITransaction Description I Charges I Credits 499060-0 02/28 03/01 CREDIT CARD REGISTRY (800)227-2639 050010328 1 YR MEMBERSHIP RENEWAL 02/28/01 03/16 DELINQUENCY FEE ASSESSMENT MIN PAYMENT NOT RECEIVED BY DUE DATE 18.00 431075-0 03/16 29.00 ACCOUNT TOTAL YOUR CASH ADVANCE lIMIT IS $3000 AVAILABLE BALANCE FOR NEW CASH ADVANCE TRANSACTION IS $1160. FOR EASY ACCESS TO SELECTED INFORMATION, CALL 1-800-423-1414, THEN ENTER: -1 FOR BALANCE,PAYMENT OR AVAILABLE CREDI -2 FOR LOST, STOLEN OR DAMAGED CARD -3 FOR CARD BENEFITS OR SERVICES 47.00 .00 Account Previous + New - Payments . Credits + FINANCE + Debit = New Summary Balance Charges CHARGE Adjustments Balance 2,270.66 47.00 .00 .00 36.15 .00 2,353.81 Bill Closing Payment Credit Available Amount Over Past Due Minimum Date Due Date Limit Credit Credit Limit Amount Payment Due 03/16/01 04/10/01 5,100 2,746 0 45.00 92.00 Finance Number of Days x Daily x Average = FINANCE CURRENT ANNUAL Thank Charge this Billing Period Periodic Rate Daily Balance CHARGE PERCENTAGE RATE You PURCHASES 30 .0479% 413.67 5.94 17.490% CASH ADVANCES 30 .0534% 1,885.54 30.21 1 9 .490% Customer Service The OptimaSMCard --... .-.- - - . .--- 4 I Cardmember Name S K DESIKACHAR I Account Number 3737-078034-99002 W3 Cardmember Account No Date of Charge Rne,ence Code Appro",..1 Code 3737-078034-99002 02/28/01 050010328 00 Service Establishment and LOClltlGn CREDIT CARD REGISTRY (800)227-2639 Record of ChOirge 1 YR MEMBERSHIP RENEWAL TKT#: S/E # 1267800100 TOTAL CHARGE $18.00 AMOUNT I Bill Closing Date 03-16-01 I Receipt Page 1 of NANA 1002 1547 Account 2 EN 0 Statement 5 W3 YOUR ACCOUNT IS PAST DUE. PLEASE REMIT PAYMENT IMMEDIATELY. Monthly Minumum Past Due Payment New Account Please write in Activity Payment Due Amount Due Date Balance Number amount of paymen Summary enclosed 89.00 42.00 05/10/01 2,369.73 3737-078034-99002 $ S K DESIKACHAR 717 ERFORD RD CAMP HILL PA 17011-1126 Make check payable to: AMERICAN EXPRESS CENTURION BANK SUITE 0002 CHICAGO IL 60679-0002 1.11..11....11..1...11.1..11"111...11.....1.11.1..1.1....1.11 0000373707803499002 000236973000008900 16rlrl Card member Mother's Day is May 13th - Why not use your Optima(R) Card to save 20% on a handmade box of chocolates from News www.eDelights.com - just enter code" amex20" at check ouLor save 20% on fresh cut flowers from www.proflowers.com/amex. Or find discounts on gifts for mom at http://www.americanexpress.com/otterzone. I Card member Name I Account Number Ipage 5 K DESIKACHAR 3737-078034-99002 1 of 2 Am. Exp. IDate of IDate of Reference No. Transaction Posting ITransaction Description I Charges I Credits 831093-0 04/03 431105-0 04/15 04/03 PAYMENT RECEIVED - THANK YOU 04/03 50.00 04/15 DELINQUENCY FEE ASSESSMENT MIN PAYMENT NOT RECEIVED BY DUE DATE 29.00 ACCOUNT TOTAL YOUR CASH ADVANCE LIMIT IS $3000 AVAILABLE BALANCE FOR NEW CASH ADVANCE TRANSACTION IS $1160. EFFECTIVE IMMEDIATELY, THE TIMING OF WHEN THE DELINQ. FEE IS IMPOSED IS BEING CHANGED. IF WE DO NOT RECEIVE THE MINIMUM AMOUNT DUE BY PAYMENT DUE DATE, A DELINQ. FEE WILL BE IMPOSED. 29.00 50.00 Account Previous + New - Payments - Credits + FINANCE + Debit = New Summary Balance Charges CHARGE Adjustments Balance 2,353.81 29.00 50.00 .00 36.92 .00 2,369.73 Bill Closing Payment Credit Available Amount Over Past Due Minimum Date Due Date Limit Credit Credit Limit Amount Payment Due 04/15/01 05/10/01 5,100 2,730 0 42.00 89.00 Finance Number of Days x Daily x Average = FINANCE CURRENT ANNUAL Thank Charge this Billing Period Periodic Rate Daily Balance CHARGE PERCENTAGE RATE You PURCHASES 30 .0479% 451 .56 6.49 17 . 490% CASH ADVANCES 30 .0534% 1,899.43 30.43 19 .490% Customer Service The QptimaSMCard NAN A 1002 1548 .6 . W3 I Card member Name S K DESIKACHAR Am. Exp. I Date of I Date of Transaction Reference No. Transaction Posting Description I Account Number 3737-078034-99002 Account Charges I Bill Closing Date 04-15-01 I Charges FOR EASY ACCESS TO SELECTED INFORMATION, CALL 1-800-423-1414, THEN ENTER: -1 FOR BALANCE,PAYMENT OR AVAILABLE CREDIT -2 FOR LOST, STOLEN OR DAMAGED CARD -3 FOR CARD BENEFITS OR SERVICES The OotimaSMCard 2 EN 0 /pa:e I Credits of IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-0581 FIRST AND FINAL ACCOUNT OF SOUNDARA DESIKACHAR, ADMINISTRATRIX OF THE ESTATE OF SATYAGALAM K. DESIKACHAR, DECEASED Date of Death: April 8, 2001 Date of Administratrix' Appointment: June 20, 2001 Advertisement of Grant of Letters: Cumberland Law Journal--August 17, 24, and 31, 2001 The Sentinel--August 9, 16, and 23, 2001 Accounting for the Period: April 8, 2001 through December 31, 2001 Purpose of Account: Soundara Desikachar, Administratrix, offers this account to acquaint interested parties with the transactions that have occurred during her administration. The account also indicates the proposed distribution of the Estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: James D. Cameron, Esq. 1325 North Front Street Harrisburg, PA 17102 (717) 236-3755 SUMMARY AND INDEX Page Current Value Fiduciary Acquisition Value Proposed Distribution to Beneficiary 4 234.07 234.07 Principal: Receipts 3 1,306.29 1,306.29 Less Disbursements 3 (1,074.01) (1,074.01) Balance Before Distributions 232.28 232.28 Distributions to Beneficiaries 4 -0- -0- Principal Balance on Hand 232.28 232.28 Income: Receipts 4 1.79 1.79 Less Disbursements 4 -0- -0- Balance Before Distributions 1. 79 1.79 Distributions to Beneficiaries 4 -0- -0- Income Balance on Hand 1.79 1.79 Combined Balance on Hand 234.07 234.07 2 RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Assets Listed in Inventory (Valued as of Date of Death) Allfirst Bank checking account number 15963101 1,306.29 TOTAL INVENTORY $1,306.29 TOTAL RECEIPTS OF PRINCIPAL $1.306.29 DISBURSEMENTS OF PRINCIPAL Debts of Decedent 04/15/01 Automatic debit from Allfirst checking account number 15963101 05/15/01 Automatic debit from Allfirst checking account number 15963101 3.95* 3.95* Administration Expenses 08/06/01 Soundara Desikachar (reimbursement--probate fee) 08/06/01 Cumberland Law Journal (legal advertising) 08/06/01 James D. Cameron, Esq. (attorney's fee) 08/31/01 Soundara Desikachar (family exemption) 08/31/01 The Sentinel (legal advertising) 09/05/01 Register of Wills of Cumberland County (filing fees) 10/31/01 Reserve for filing fees, postage, and other contingencies 32.00 75.00 500.00 50.00 84.11 25.00 300.00 TOTAL DISBURSEMENTS OF PRINCIPAL $1.074.01 *Denotes automatic debits from the decedent's checking account for credit life insurance payments made after the date of death, but before the account had been closed. 3 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES None RECEIPTS OF INCOME Interest 06/05/01 Allfirst Bank checking account number 15963101 07/06/01 Allfirst Bank checking account number 15963101 .95 .84 TOTAL RECEIPTS OF INCOME $1.79 DISBURSEMENTS OF INCOME None DISTRIBUTIONS OF INCOME TO BENEFICIARIES None PROPOSED DISTRIBUTION TO BENEFICIARY TO: Soundara Desikachar, surviving spouse, 717 Erford Road, Camp Hill, Pennsylvania, on account of the family exemption, payable in accordance with 20 Pa.c.s. ~3121 and id., ~3392: Cash $234.07 4 UNPAID CLAIMS First USA Bank, N.A. Attn: Deceased Unit Post Office Box 8650 Wilmington, DE 19899 Account number 4417122410082052 (excluding additional interest and attorneys' fees) Spirit Physician Services 205 Grandview Avenue suite 210 Camp Hill, PA 17011 Account number 480723 (excluding additional interest and attorneys' fees) MBNA America Post Office Box 15026 Wilmington, DE 19850-5026 Account number 4264292875808277 (per Statement of Claim filed with Register of Wills) MBNA America Post Office Box 15026 Wilmington, DE 19850-5026 Account number 5490990126117587 (excluding additional interest and attorneys' fees) Chase BankCard Services, Inc. Post Office Box 52188 Phoenix, AZ 85072-2188 Account number 5491043450020784 (excluding additional interest and attorneys' fees) Goodyear Credit Card Plan Post Office Box 8181 Gray, TN 37615 Account number 7753010056531372 (excluding additional interest and attorneys' fees) American Express Cards c/o Estate Recoveries, Inc. Post Office Box 24566 Baltimore, MD 21214 Account number 3737070803499002 (excluding additional interest and attorneys' fees) 5 2,501.31 46.60 816.71 2,784.07 1,116.68 263.34 2,400.63 Discover Platinum Post Office Box 5013 Sandy, UT 84091-5013 Account number 6011002870655321 (excluding additional interest and attorneys' fees) 29.67 Texaco Credit Card Center Post Office Box 790001 Houston, TX 77279-0001 Account number 5081606427 (excluding additional interest and attorneys' fees) 24.50 Sears Card c/o BALOGH BECKER LTD. 3100 West Lake Street, Suite 110 Minneapolis, MN 55416 Account number 5484024715063 (excluding additional interest and attorneys' fees) 438.58 Prentice-Hall, Inc. c/o North Shore Agency, Inc. Post Office Box 8922 Westbury, NY 11590 Account number 395784952 (excluding additional interest and attorneys' fees) 109.73 Time Almanac c/o North Shore Agency, Inc. Post Office Box 8922 Westbury, NY 11590 Account number NO-N1POl157000002 (excluding additional interest and attorneys' fees) 32.51 First Health Services Corporation c/o Office of Attorney General Financial Enforcement Section 15th Floor, Strawberry Square Harrisburg, PA 17120 Account number A406663395 (excluding additional interest and attorneys' fees) 612.12 6 Advanta Business Cards c/o Phillips & Cohen Associates, Ltd. 695 Rancocas Road Westampton, NJ 08060 Account number 5477534211320008 (per statement of Claim filed with Register of Wills) 974.57 Omni Insurance Company c/o Adams & Morse Associates, Inc. Post Office Box 972 Manchester, NH 03105-0972 Automobile insurance policy number 01WA24048501 (excluding additional interest and attorneys' fees) 55.00 TOTAL UNPAID CLAIMS $12.206.02 SOUNDARA DESIKACHAR, ADMINISTRATRIX, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all the significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full, except those noted above; that, to her knowledge, there are no claims now outstanding against the Estate other than those listed above; and that all taxes presently due from the estate have been paid. ::.Sb-tA_~ Cw c 5 1 1<' CA. cko...r- SOUNDARA DESIKACHAR, ADMIN. Subscribed to and sworn before me, a notary public in and for the County of Dauphin, Commonwealth of Pennsylvania, by the above-named SOUNDARA,DESIKACHAR, ADMINISTRATRIX, this ! lih day of January, 2002. \~ }h1ft6 (J \6)j Notary publie 0- My Commission Expires: -------] Notarial Seal Shana R. Geyer, Notary Public Harrisburg, Dauphin County My Commission Expires July 20,~ Member, Pennsylvania MSOCiati'7 01 Notaries ~ . ~I~i ig.l~ !Y (05"1;1 lIi (') ~ ~ >', ~ ~ ~ 8' ~ - ~ 5 ~ ~ [j; ~ i II ~ ~ a. ~,~ i~,z:.~~ ! ~o~ Q (__ .....-J \J CD ,...t, ~P~dC , ag~~ ~ ---i ~~i~~ ~ 1~5il I~ ~~~~~ ill!~ii,~ ::3 (0 ~ ~. ~ <' ffi" "2. IJ o a;Qa~~~~r.~ Z < ::; 1: ,.' ::l, ;s R .~ ',.,' ~ -' ~I ~ ~~U~ ~ ~ ~ . ;.;^.:no 0lA 1,,~/li pr~<r:o.~~ ~~!~;-,;, '10:','tUkJr:':1:' ;.t.;~'~; ~(: ;~,-,doo V 'up; Y-i o"'fU~> J.-tilj 'fJ;';I~Ji3UOQ . JOtipo.lO sa G~:;6 0l.1t U\ r.;i.).M~Uj 00 Ul\t.~ Jtl EWiIq '. ~ ~Oi~ ~ .!(;;~J.W113 ~pUB ~') ~ ~ 04 U(Mll:l useq OOI.\'~ peeodQ.ld JO \UOOl8~ PfB$ 0\ ~<l/l:iO ~ f.lQt 0\ Asp ~ el.lI JO pue UCJi3WJYUOO ~ lJIlOO 9lU ~ po;uS$9Jd eq iil\; om::."S et.:'lIl~:1I\ eontd ptJ8 ewQ :'\13fJ 041 JO poo 't":qnC;U('K': v,:,;:,~",lr,,\C If} WGU}.o'"lllAS ,,\tf., ie' BI.Wl\ Bin :,l ,.', "",'.P'" f;,]A~31.11 ALL-STATE LEGAL. A DIVISION OF ALl-ST,6.TEW"lNTERNA'TlON FORM NO.: 07152-BF. 07153-BL. 07155-GY. 07156-V"I ft () (]) III Ul ~ ~ ~ (J) H ~ ~ ;:1"0 ~ ~~ (J) ~ ~ H ::s 11 (]) tz:l (J) ~ b1 ~ ? ~ f~ ~~~ b u: ~ ~ ~ lot 00 gj ~ 2 -"f'-:3 { t:l~ HI- ~ h (J) t H ;;. o ~ Z t 1.. .. r d f'-.l . , ~ ~ ""- --- 1,~-f "-~J ..:...~':Ii. (j or,) c.. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Satyagalam K. Desikachar Date of Death: April 8, 2001 will No. Admin No. 21-01-0581 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: n/a 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 X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: n/a c. Did the personal representative state an account informally to the parties in interest? Yes 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. ...- V"'~~ (0~ Date: 03/11/02 r'.,J Jam Name 1325 North Front Harrisburg. PA Address Street 17102 (Y'1 c__ .-" ,~ -- ..;~ N P ,.~ ~ .... , ~ ...... (717) 236-3755 Telephone Capacity: Personal Representative __X__ Counsel for Personal Representative