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HomeMy WebLinkAbout03-0975PETITION FOR GRANT OF LETTERS OF ADMINISTRATION also known as ~---0,,'~ To: Deceased. Social Security No. =?o ~- ~'~d) - c? ? ~/p~ Al- Register of Wills for the County of Commonwealth of Pennsylvania in the The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl ! ~.~td ~ for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in ~ oo9,6 o_~q,~, & ~ County, P~nns~¥ania, with h ~,o.. last family or principal residence at /J~ A/~-,,/o,~¢¢~_ /'~/' C, wt,~l't,5/e_ (/,3az6/ (list street, number and municipality) Decendent, then 4~ .6~ years of age, died Aloe. /Or ~oO.3 .,.t~).~ , ! 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 Pennsylvania situated as follows: Petitioner.__ after a proper search ha the following spouse (if any) and heirs: Name ascertained that decedent left no will and was survived by Relationship Residence THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ]~ ss COUNTY OF ~,~-'~~-,~ The petitioner(s) above-named swear(s) or affirm(s)that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this o',CK3~'x' day of c~. ~ ~ Register No. ~t - o,$ - at-tS Estate of ~'-~0 ~ A~ ~ ~_7~. ~ 4~o~d-. , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW ~X~t-,~.~.,¥,~-~- o~-. o9_ oc~fi .~D , in consideration of the petition on the reverse side hereof, satisfactory proof l~ving been presented before me, IT IS DECREED that is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to k ~~-~ ~4"k~ in the estate of ~Regi~ter of Wills (~ .'~o~ ~ FEES Letters of Administration ..... $~ Short Certificates( ) .......... $ ~. oo Renunciation ................ $ $ Io. oo TOTAL __ $~ Filed ~.k.-.,,2 .~.~..0~. ......... A.D. 19 - ~t-a~- 03 ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE WELTMAN, WEINBERG & REIS CO., L.P.A. ATTORNEYS AT LAW 175 South Third Street, Suite 900 Columbus, Ohio 43215-5177 614.801.2710 800.325.9965 614.801.2604 (fax) www.weltman.com MOUNT HOLLY, NJ 609.914.0437 PHILADELPHIA, PA 215.599.1500 PITTSBURGH, PA 412.434.7955 CINCINNATI, OH 5 ! 3.723.2200 CLEVELAND, OH 216.685.1000 DETROIT, MI 248.362.6100 January7,2004 Register Of Wills One Courthouse Square Carlisle, PA 17013 RE: Estate of Brenda Bartlet CLAIM OF: Dell Financial Services OUR FILE NO.: 03299249 Dear Sir or Madam: This law firm represents Dell Financial Services in connection with its claim which we wish to file on our client's behalf into the estate of Brenda Bartlet, deceased. Enclosed is our check in the amount of $5.00 which we understand is the filing fee for this claim. Our client's claim is based upon its account number 9811940042494870013 in the amount of $951.27. Included with this letter is the claim form which we wish to present to this court and which we are forwarding to the attorney and/or fiduciary of this estate. It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our office and to the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the undersigned. Thank you for your cooperation in this matter. us~, at purpose. v/ry you4 AJR:tjo This law firm is a debt collector attempting to collect this debt for our client and any information obtained will be CC: Willis Bartlett, Personal Representative Enclosure FORM 93-0.C. DIVISION IN RE: ESTATE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION OF Brenda BartLet (Deceased) No: 21-03-975 CLAIM To the Clerk of Orphans' Court Division: Index and make proper entry in your official record of claim of Dell Financial Services (CLaimant) Acct. No.: 9811940042494870013 in the amount of $951.27 a~ainst the estate of the above named decedent. This claim is filed under section 732 (b) (2) of the Fiduciaries Act of 1949 as amended. The said decedent, who resided at 1136 NewviJLe Road, Carlisle, PA 17013, died on November 10, 2003. Written notice of this claim was siren to WiLL')(/-Ba~tlett, Personal Representative on January 7, 2004 Atten J R~f~, AuthoXr. ized Agent 175 Sout~ Third Street, ' ColumbLis, OH 43215 1-800-325-9965 wwr # 03299249 Subscribed and sworn before this day of ,2O NOTARY PUBLIC JRD/June 30, 1992/17858 ^PR 1 8 2004 In Re: Estate of BRENDA L BARTLETT Late ofNORTIt MIDDLETON TOWNSHIP Estate No.: 21-03-975 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2003-975 NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: WILLIS BARTLETT Counsel for Personal Representative: Date of Grant of Original Letters: 11-24-2003 Date of Delinquency Notice: 03-06-2004 The undersigned, GIenda Farner-Strasbaugh, Clerk of the Orphans' Court, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on MARCH 6, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 04-15-2004 Distribution: Glenda Farner Strasbaugh -~ Clerk of the Orphans' Court' Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for~ ~'~at cl'. 20 in Courtroom No. ~llrti~ication of Notice is filed prior to the hearing date, the hearing will automatica~~y~ George L~. Holler, P.J. f m rtl a~ Fe ~ items 1,2. and 3. Also comp,e?.~ p.. Signature ~ 4 if I~estricted Delivery is desired. X~¢.~O~,///~'~ ri N:ldr~l~ · 15 ~¥our name and address on the re~er ;e ~0 that we can return the c~ard to you. B. Re~evedby(P~,inted_h~i~) IO..O~t~OfO~.~ this card to the back of the ma,ip.ec~, I .'~.~_4~.~_~ ~~ I Or Of~ the front if space permits · .--~--' --- ' ~-D. Is delivery address diffa~ffom ~ 17 . t. /ll~.Ad~lressed ~o: t If YES. e;nter delivery ~ I~. r'l N~ BARTLETT WILLIS 1136 NEWVILLE ROAD CARLISLE PA 170i3 , 3. S~!rcice Type [] Certified Mail [] Registered t [] Insured Mail I 4. Restricted Delivery? ~ Fee,) RYes Number ~.from service ~e~) ,- .... 3~11, August 200~ Return Receipt 2387 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Date of Death: g/0Ve,~ ~- ] 0 ~6"~95 Will No. C~I-~- 9W5 admin. No. To the Register: I certify that notice of (benefi¢inl interest) estate udministration 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 : Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Signature Name ~3, Address ~/'-5 k lie Telephone ("] '~ ~k]/" ~Ooc"~ Capacity: t..'~Personal Representative 6 ~.,0 ~Counsel for personal representative WELTMAN, WEINBERG & REIS CO., L.P.A. A'VI~ORN~Y$ AT LAW 323 W. Lakeside Avenue, Suite 200 Cleveland, Ohio 44113-1099 216.685.1000 ~v.welt ma n.eom BURLINGTON, NJ 609.914.0437 CINCINNATI, OH 513.723.2200 COLUMBUS, OH 614.228.7272 DETROIT, MI 248.362.6100 PHILADELPHIA, PA 215.599.1500 PITTSBURGH, PA 412.434.7955 July 30, 20O4 Willis Bartlett 1136 Newville Road Carlisle PA 17013 Estate of Brenda L Bartlett Case No. 21-03-975 Our Client: Merrick Bank Account No. 4120618009016953 Balance Due: $1,134.29 Our File No. 3763063 CERTIFIED MAIL Dear Sk or Madam: This law firm represents Merrick Bank with respect to the claim which we wish to file irt the estate of Brenda L Bartlett. It is our understanding that you are the Attorney of the estate. We are asking that you please accept our client's claim which is based upon its account number 4120618009016953 in the amount of $1,134.29. As of the date of this letter, this is the amount due. Please direct all correspondence and disbursements with respect to this estate directly to our office. It would also be appreciated if you contact us to advise us when you anticipate making disbursements in this matter so that we may mark our file for follow-up at that time. Thanking you in advance for your cooperation ia this matter. This law £u'm is attempting to collect this debt for our client and any information obtained will be used for that purpose. Lastly, do not hesitate to contact us to further discuss tiffs matter. TLG:iar Enclosures ce: Willis Bartlett Ronald Johnson- regular mail Sincerely Yours, Legal Assistant (216) 685-1022 WWR#3763063 FORM 93-O.C. DIVIS!ON ~o IN THE COURT OF COMMON PLEAS of CUMBERLAND, REGISTER OF WILLS, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE:ESTATE OF No. 21-03-975 Brenda L Bartlett Deceased For a credit card with Melxiek Bank, Account No. 4120618009016953 CLAIM To the Clerk of Orphans' Court Division: Index and make proper entxy in your official records of the claim of Merrick Bank c/o Weltman, Weinberg & Reis Co., L.P.A., 323 West Lakeside Avenue, Suite #200, Cleveland, Ohio 44113-1099 (Claimant) in the amount of $1,134.29 against the estate of the above named decedent. This claim is filed under Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code. The said decedent, who resided at 1136 Newville Rd Carlisle PA 17013 (Address) Written notice of this claim was given to Willis Bartlett & Ronald Johnson (Personal representative, if any, or counsel) · died on 11/10/03 on 1136 Newville Road Carlisle. PA 17013 & 78 West Pomfret St Carlisle PA 17013 Address or Personal Representative, if any, or counsel .~.~ ~ ~ .. , Traci L. Soos, Agent for the Claimant c/o Weltman, Weinberg, & Reis Co., L.P.A. 323 W. Lakeside Ave., Suite200 Cleveland, Ohio 44113 (Claimant's Address) ESTATE OF BRENDA L. BARTLETT : IN THE ORPHANS' COURT OF : CUMBERLAND COUNTY, PENNSYLVANIA : NO. 03-0975 PRAECIPE FOR ENTRY OF APPEARANCE Please enter my appearance on behalf of the ESTATE OF BRENDA L. BARTLETT, Decedent in the above-referenced matter. Respectfully submitted, lH.~- Mark A. Mateya, quire AttomeyI.D. No. 78931 P.O. Box 127 Boiling Springs, P A 17007 (717) 241-6500 (717) 241-3099 Fax Date: '6/(1 (6' I I n ':g ~.':Jn ",-'- _U --I ,.., c..:;) =, <.n :n.. c:: G' rTl :--Jj c:> /-, -~) -,1 ~ ::1J P"l (-) ~~:2 ..J....) '" :=T, \::::) ~': C) -on :-:'~B r'~' ni 'J "-'\"-\ co U1 Cf\ Q..."::> ,~ CERTIFICATE OF SERVICE I, Mark A. Mateya, Esquire, hereby certifY that I have served a copy of the PRAECIPE TO ENTER APPEARANCE on the following person(s) by depositing a true and correct copy of the same in the United States Mail, fIrst class, postage prepaid, at Harrisburg, Dauphin County, Pennsylvania addressed to: Willis Bartlett Administrator 1136 Newville Road Carlisle P A 17013 ~At~ P.O. Box 127 Boiling Springs, P A 17007 (717) 241-6500 DATED: ~/qI6<; ! Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 pate: 10/11/2005 MATEYA MARK A _ PO BOX 127 BOILING SPRINGS, PA 17007 RE: Estate of BARTLETT BRENDA L File Number: 2003-00975 ,Dear Sir/Madam: It has come to my attention that you have not filed. the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. t03 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, '1992, th~ personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/10/2005 cl \ Your prompt attention to this matter will be appreciated. i~-. Thank You. Sincerely, G~~~~ REGISTER OF WILLS cc: File Personal Representative(s) Judge lY' \;-.,-- o INVENTORY BRENDA L. BARTLETT , Deceased ~/- ('J~ - oQ75 Date of Death II ho J D3 Social Security No. ;,oq - 50 -Q1t.fQ Estate of BRENDA L. BARTLETT No. also known as Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: MARK A. MATEY A !.D. No.: 78931 Address: P.O. BOX 127 ..::M/~- ,6'eqd/ Dated BOILING SPRINGS PA 17007 Telephone: 717-241-6500 Description REAL ESTATE - 1136 NEWVILLE ROAD, CARLISLE JOINTLY OWNED WITH SPOUSE APPRAISED VALUE 85400.00 Value 42,725.00 N a ~~J :-- Total 42,725.00 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 \/b I- Z W C W (J W C COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) BRENDA L. BARTLETT DATE OF DEATH (MM-DD-Year) o OFFICIAL USE ONLY REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 -03 0 9 7 5 COUNTYCOOE ---YEAR- - - Ni:iU"BER- - SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Year) 2 0 9 - 5 0 - 9 7 4 4 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 11/10/2003 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) W I- llC~(/) uIX:llC wD..U J:oo .. IX:-l ....D..1lI D.. c:( I- Z W C Z o D.. (/) W IX: IX: o U z o i= <C ..J ::>> l- e: <C (J w a: z o i= <C I- ::>> D.. :IE o (J >< <C I- BARTLETT WILLIS 00 1. Original Retum o 4. Limited Estate o 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received SOCIAL SECURITY NUMBER o 2. Supplemental Retum o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrusQ o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1.95) o 3. Remainder Retum (date of death prior to 12-13-82) o 5. Federal Estate Tax Retum Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) 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. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (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 Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 'tl:lIS:SEC'tION11Ml..l$'tS NAME MARK A. MATEY A FIRM NAME (If Applicable) MARK A. MATEY A TELEPHONE NUMBER 717 -241-6500 COMPLETE MAILING ADDRESS PO BOX 127 BOILING SPRINGS PA 17007 OFFICIAL USE ONLY (1) (2) (3) (4) (5) .-) i'..) c:::':) CO') 'L.i, c:) ~-') 0_'1 f',) :-n r-r-1 ~-) C~J 'ou i::.:r~ j '.::7 C.) 0"1 ~:~ -'1'1 '-""...) (6) 42,725.00 (7) N (8) 42,725.00 (9) (10) 5,676.00 2,085.56 (11) (12) (13) 7,761.56 34,963.44 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 34,963.44 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.2) 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 34,963.00 X 0.00 (15) 0.00 0.00 X _(16) 0.00 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 0.00 D d t' C ece en s omplete Address: . STREET ADDRESS 1136 NEWVILLE ROAD CITY I STATE I ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits (A + B + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( 0 + 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. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 00 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 00 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 00 0.00 0.00 0.00 0.00 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. f)5 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. .0 _ REV-1509 EX + (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF BRENDA L. BARTLETT FILE NUMBER 21 03 0975 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. WILLIS BARTLETT 1136 NEWVILLE ROAD CARLISLE PA 17013 SPOUSE B c JOINTL Y.OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTL V-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. REAL ESTATE LOCATED AT 1136 NEWVILLE ROAD 85,450.00 50. 42,725.00 CARLISLE PA 17013 TOTAL (Also enter on line 6, Recapitulation) $ 42 725.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF BRENDA L. BARTLETT FILE NUMBER 21 03 0975 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. EWING BROTHERS FUNERAL HOME 3,938.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. AttomeyFees MARK A. MATEYA, ESQUIRE 1,700.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 38.00 5. Accountanfs Fees 6. Tax Retum Prepare(s Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 5.676.00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) *' SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BRENDA L. BARTLETT FILE NUMBER 21 03 Include unreimbursed medical expenses. 0975 ITEM NUMBER DESCRIPTION 1. MERRICK BANK ACCOUNT NO. 4120618009016953 CREDIT CARD ACCOUNT 2. DELL FINANCIAL SERVICES COMPUTER PURCHASE VALUE AT DATE OF DEATH 1,134.29 951.27 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2085.56 ,.".",,,,, "* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER BRENDA L. BARTLETT 21 03 0975 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. WILLIS BARTLETT Spousal 34,963.00 1136 NEWVILLE ROAD CARLISLE PA 17013 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. 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) JRD/June30, 1992/17858 In Re: Estate of Brenda L. Bartlett Late of North Middleton Township DEe 1 2 2005 . )1rf\ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-2003-0975 NO. 21-2003-0975 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Willis Bartlett Counsel for Personal Representative: Mark A. Mateya, Esq. Date of Decedent's Death: 11/10/2003 Date of Delinquency Notice: 11/10/2005 The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on October 11,2005, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 12/12/05 ~~~ Glenda Farner Strasbaugh - Clerk of the Orphans' Court Distribution: Personal RepreSitative Counsel for Pers nal Representative Estate File A hearing is scheduled for February 27, 2006 at 11:00 a.m. in Courtroom No.2. If the Status Report is filed prior to the hearing date, the hearing will automatically be Jancelled. fj)~ Edga . Bayley ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 01-03-2006 BARTLETT 11-10-2003 21 03-0975 CUMBERLAND 101 APPEAL DATE: 03-04-2006 ( See reverse side under Objections) A.ount ReMitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 ~~!.~~9~!_!~!~.~!~~______~__.!!!~!~_~~~!!.~~!!!~~_~~!_!~~!_!!~~!P~_.~-------_._---------- REV.1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BRENDA L FILE NO. 21 03-0975 ACN 101 DATE ESTATE OF DA TE OF DEATH FILE NUMBER COUNTY ACN BUREAU OF INDIVIDUAC(~~~) INtERITANCE TAX OIYISIotle'J ,-~- PO BOX 280601 - -~ , HARRISBURG PA 17128-0601- 20DS ~it~j:% - 6 p'"J \. 09 j 11 . , rrf/ r---; , ORP;-..','. ':"<'~: MARK A :11~TEYA PO Box~i27 BOILING SPGS PA 17007 ESTATE OF BARTLETT *' REY-1547 EX AFP (06-05) BRENDA L TAX RETURN WAS: (X) ACCEPTED AS FILED DATE 01-03-2006 ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R.al Estat. (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. JointlY Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/A~. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. ...t Value of Tax Return 13. Charitable/GovernBBntal Bequests; Non-elected 9113 Trusts 14. ...t Value of Estate Subject to Tax (1) (2) (3) (4) (S) (6) (7) .00 .00 .00 .00 .00 42.725.00 .00 (8) NOTE: To insure proper credit to your account~ s~it the upper portion of this for. with your tax payment. 42~725.00 7.761 56 34~963.44 .00 34~963.44 NOTE: I~ an assesS8ent was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will r~lect figures that include the total ~ !bb returns assessed to date. ASSESSMENT OF TAX: IS. AlIOUIlt of Une 14 at Spousal rate US) 34 ~ 963.00 X 00 = .00 16. AIIount of Lina 14 taxable at Uneal/Class A rate (16) .00 X 045 = .00 17. AIlount of Une 14 at Sibling rate (7) .00 X 12 = .00 18. A.ount of Line 14 taxable at Coll.teral/Cless B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 I S: DATE NUMBER INTEREST/PEN PAID (-) . IF PAID AFTER DATE INDICATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (9) (10) 5~676.00 2.085.56 (11) (2) (13) (14) .00 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1~ NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) ~ YOU MAY BE DUE r-' A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) '--' (Schedule .n AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE Mark A. Mateya Attorney at Law Post Office Box 127 Boiling Springs, Pa 17007-0127 Phone 717-241-6500 Fax 717-241-3099 December 20, 2005 (.~., '.S i ~. ) Glenda Farner Strasbaugh Cumberland County Register of Wills Hanover and High Streets Carlisle P A 17013 r"..') r.....) ',J 1'.,,) o..:J Re: Estate of Brenda L. Bartlett File Number: 2003-00975 Dear Ms. Strasbaugh, Enclosed herewith please find an original and one copy of the Status Report Under Rule 6.12 for the above-referenced matter. Please accept the original for filing and return the remaining time-stamped copy to me in the enclosed self-addressed stamped envelope. As indicated in your correspondence dated November 10,2005, it is my understanding that the hearing scheduled in this matter for February 27,2006, is automatically cancelled by the filing of the Status Report. If my assumption is incorrect, please advise me to the contrary. If you have any questions or are in need of additional information, please contact me. I may be reached at (717) 241-6500 or bye-mail at mmateva@verizonmai1.com. Thank you for your ususal fine service. Sincerely, ~A'V~ Mark A. Mateya, Esq. MAM/aa Enclosure cc: Willis Bartlett 1136 Newville Road Carlisle P A 17013 www.mateyafamilylaw.com STATUS REPORT UNDER RULE 6.12 Name of Decedent: Brenda L. Bartlett Date of Death: 11/10/2003 Will No. Admin. No. 21-03-0975 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 No X 2 . If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 771 /2006 3 . If the answer to No. 1 is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes No b . The separate Orphans' Court No. (if any) for the personal representative I s account is: 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. Date: 12/20/2005 I I~ ~A-~ ........~ Signature ~':") Mark A. Mateva. Esauire Name (Please type or print) P.O. Box 127 Boilina Sorinas PA 17007 Address !,"'.1 (717) -2416500 Tel. No . c ~ i -", Capacity : Personal Representative X Counsel for personal representative ~t Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/30/2006 MATEYA MARK A PO BOX 127 BOILING SPRINGS, PA 17007 RE: Estate of BARTLETT BRENDA L File Number: 2003-00975 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/10/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, LJi .L/l r p4' /{.tt/A"~,-, V~~c&<./ jd1.~~. ;7 , \.,..I Glenda Farner Strasbaug Clerk of the Orphans' Court cc: File Personal Representative(s) c~ Cumberland County - Register Ot Wllls One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/30/2006 BARTLETT WILLIS 1136 NEWVILLE ROAD CARLISLE, PA 17013 RE: Estate of BARTLETT BRENDA L File Number: 2003-00975 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/10/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, fA ~~ . ~J: ~~J~:f[ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ,\ '----A' STATUS REPORT UNDER RULE 6.12 Name of Decedent: BRENDA L. BARTLETT Date of Death: 11/10/2003 Will No. Admin. No. 21-03-0975 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 No X 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. I is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes No b . The separate Orphans I Court No. (if any) for the personal representative I s account is: 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 I Court and may be attached to this report. Date: 11/6/2006 ~ LA:-- , fA ~. Signature ~ MARK A. MATEYA ESQUIRE Name (Please type or print) PO BOX 127 BOILING SPRINGS PA 17007 Address (717) 2416500 Tel.No. Capacity : Personal Representative '/. I, : c" I '("'.'lJ ,'--: -: ", , IU,JCI'11 IL(\rV\ r, ~ I' (I .L(j IU~) 0J~\vd&JO .../,0 \ I' ""'1'") ..J' .lie:: tv X Counsel for personal representative LS :2 ~Id 6- AO~J on,az 1\ ,; ~ )\,}'.. ~ c6 ~) MATEYA LAW FIRM A PROFESSIONAL CORPORATION t\ 11Nl\ ~\ t ' < '~ P.O. Box 127 Boiling Springs, Pa 17007 Phone: 717-241-6500 Fax 717-241-3099 www.mateyalaw.com November 6, 2006 Glenda Farner Strasbaugh Cumberland County Register of Wills Hanover and High Streets Carlisle P A 17013 Re: Estate of Brenda L. Bartlett File Number: 2003-00975 Dear Ms. Strasbaugh, Enclosed herewith please find an original and one copy of the Status Report Under Rule 6.12 for the above-referenced matter. Please accept the original for filing and return the remaining time-stamped copy to me in the enclosed self-addressed stamped envelope. Thank you for your usual fine service. If you are in need of additional information or have any questions, please feel free to contact me. I may be reached at (717) 241-6500. Sincerely, l-R~.~ Mark A. Mateya, Esq. MAM/aa Enclosure cc: Willis Bartlett 1136 Newville Road Carlisle P A 17013 ~ c:::') c::::> o c::;n :::0 :;r: ='i2 r---., C) --L- \.. J -<: s:F;; I :~ :n ?? \.D , C) ,--, )(~\~ :2 j:~ive a r;acy :1?; c......> -.J Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/16/2007 " '" MATEYA MARK A PO BOX 127 () ,.:-> c) BOILING SPRINGS, PA 17007 C. I - -. , -... RE: Estate of BARTLETT BRENDA L File Number: 2003-00975 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 11/10/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/16/2007 BARTLETT WILLIS c) 1136 NEWVILLE ROAD CARLISLE, PA 17013 -) ..'1 "..) .1 RE: Estate of BARTLETT BRENDA L File Number: 2003-00975 -..."'; Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/10/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, icl;;:~t;~Li~~<:/<.v(~ .} Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel STATUS REPORT UNDER RULE 6.12 Name of Decedent: BRENDA L. BARTLETT Date of Death: 11/10/2003 Will No. Admin. No. 21-03-0975 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 No X 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. account with the Court? Did the personal representative file a final 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 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 t~rt. Date: 10/22/2007 Signature l_ ~ MARK A. MATEYA ESQUIRE Name (Please type or print) PO BOX 127 BOILING SPRINGS PA 17007 Address (717) 2416500 Tel. No . Capacity : Personal Representative X Counsel for personal representative 62:J 14d tj';>l"-"i'JL~'I-' J ('" ,Je. UL0 J Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 10/13/2008 BARTLETT WILLIS 1136 NEWVILLE ROAD CARLISLE, PA 17013 RE: Estate of BARTLETT BRENDA L File Number: 2003-00975 ~_~ ~;~; -. ~ ~~, ~~~ ;~ ~ ,_,, z-~ f:_ c ; ..~ .~- - ca _> ==i ~..~ .. N N Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/10/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, cc: File Counsel Glenda Farner Strasbaugh Clerk of the Orphans' Court Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/13/2008 ,...~, ~~ MATEYA MARK A " _ n ~- PO BOX 127 -`? o ~ _, c~,.~ ---~ BOILING SPRINGS, PA 17007 ``-" w -~, ~_ _.. ~' ,, rya tV RE: Estate of BARTLETT BRENDA L File Number: 2003-00975 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/10/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) J STATUS REPOR"f UNDER RULE 6.12 Name of Decedent : BRENDA L. BARTLETT Date of Death : 11/10/2003 Will No Admin . No . 21-03-0975 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 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 . I 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 No _ d . Copies of i°eceipts , 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 : 11 /12/2008 ~ " ~ ~ - ~~ ~~~~ Signature MARK A. MATEYA ESQUIRE -~, °,r) `°u~E ~ 1 Y y t t !~i ~{~";! Name (Please type or print ) PO BOX 127 BOILING SPRINGS PA 17007 Address ( 717) 2416500 Tel . No . Capacity : Personal Representative ~_ Counsel for personal representative ~`1,.J Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 10/20/2009 <? na -~ MATEYA MARK A ~-~ ,°o xr . PO BOX 127 ''i-~~ V o T (? n H ~, se- _ BOILING SPRINGS, PA 17007 ~fi'7 ~ '? N o . ~i ; r ~ ~ ~ a7 -v --i O ,._-` ~ ~._ ^rt a ,_ ., ., ~.., J ~' RE: Estate of BARTLETT BRENDA L File Number: 2003-00975 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/10/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) U~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/20/2009 BARTLETT WILLIS C7 N °o ~ 1136 NEWVILLE ROAD c- p 23 + -~ CARLISLE, PA 17013 `; ?' ' O c-7 r . `_''-'-? t C7 " -I e i..., . _S7 i r.. ~ .rn N ~_;~~ _~~ 7.7 O "~:: l :7 t.i,~ l'~r"7 ~, ~_D _. ~ O ri RE: Estate of BARTLETT BRENDA L v ~'7 File Number: 2003-00975 -.i Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/10/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, /~ l ~ T /~!ti " K i l l ~/ l i K m C J i C YY [+ r Q'v Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: BRENDA L BARTL TT Date of Death: ~ ~!~ ~l~~03 File Number: ~3 21 00975 Pursuant to Pa. O.C. Rule 6.12, 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 :........................ ^X Yes ^ 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 ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Courtf nand ~m^ay be att1al~ched~to this report. Date: 10/30/2009 V `/`~"` ~ , ~y ~'-` ~ Signature of Person Filing this rm Capacity: ^ Personal Representative ^X Counsel • ~ g °l { ~ y µ; ,_ ~g MARK A. MATEYA ' A ~> Q Name of Person Filing this Farm C-. ,,,> ~U P O BOX 127 ~ Address +, i i~.J fV r~ ~> >. BOILING SPRINGS PA 17007 i ~ ! ~_ tx-' 0 717-241-6500 car Telephone I Form RW-/0 rev. 10.13.06