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HomeMy WebLinkAbout02-0358for lrobate ani Grant of <ettera Estate of Jean K. Sanzotto No. also known as To: Deceased Social Security No. 188-14-3328 Date of Death February 20, 2002 Petitioner(s), who is/are 18 years of age or older, respectfully represents and apply(les) for: COMPLETE'A' OR 'B' and if necessary, Part 'C' BELOW [] A. Probate and Grant of Letters [] Testamentary [] of Administration (c.t.a. or d.b.n.c.t.a.) and aver that Petitioner(s) is/are entitled to the aforementioned Letters Testamentary under the Last Will of the above named Decedent dated December 3, 1990 (complete Part 'C' also) State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: [] B. Grant of Letters of Administration (d.b.n.; pendente lite; duranta absentia; durante minodtate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs as set forth below in part 'C'. [] C. Decedent's heirs and next of kin ~"~ Name Relationship Residence I · COMPLETE THE FOLLOWING IN ALL CASES Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 979 Messiah Villaqe, P.O. Box 2015, Mechanicsbur,q, PA 17055 (list street, number and municipality) Decedent, then 78 years of age, died February 20 Decedent at death owned property with estimated values as follows: (If domiciled in PA) (If not domiciled in PA) (If not domiciled' in PA) Value of real estate in Pennsylvania situated as follows: ,2002 , at M~.c.h~ ic. h n...____n._s_ur,., (Location) All personal property Personal property in Pennsylvania $ Personal property in County $. $. undetermined $. none Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned. Signature Typed or printed name and residence Samuel M. Sanzotto 979 Messiah Village, P.O. Box 2015, Mechanicsburg, PA 17055 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland 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 Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ,~..g~. ~ ~, J~,~~ before me this 8th day of S~.~ue/M. Sanzotto April 20 02 No. 21-2002-358 Estate of Jean K. Sanzotto Social Security No: 188-14-3328 Date of Death: DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, ~,P~il ~2th, 2002 ,2002 of the Petition on the reverse side hereof, satisfactory proof having been presented before me, , deceased February 20, 2002 , in consideration IT IS DECREED that Letters [] Testamentary [] Of Administration d.b.n.c.t.a.; penclente absentia; durante minoritate cta,dbn are hereby granted to Samuel M. Sanzotto in the above estate of Jean K. Sanzotto and that the instrument(s) dated December 3, 1990 described in the Petition be admitted to probate and filed of record as the last Will of the Decedent. FEES Probate, Letters ............... $ 18.00 Short Certificate(s) ...1. Q ......( ) $ 30.00 Renunciation(s) ............. ( ) $ Affidavit(s) ................. ( ) $. Reg. Comp. Fee ............... $ JCP Fee ..................... $. RRC Fee .................... $ Other .Ext~"a. Rag~s.(.15.).. $. 45.00 Other ....................... $ TOTAL ..................... $. 98.00 Receipt # .................... $ MAILED LETTERS TO ATTORNEY GLEN '~' ~-F_J~ISTER OF WlLLS~[v1_~¥ C · LEWIS Attorney: Q~-"~ _~L--I~Q~ ~a-~ ~ (SIGNATURe) Attorney: Glen R. Grell, Esquire (TYPE OR PRINT) Address: Klett Roone¥ Lieber & Schorling 240 North Third Street, Suite 600 Harrisburg, PA 17101 Telephone: (717) 231-7705 Supreme Court I.D. No. 34338 GRELL, ESQUIRE ROONEY LIEBER & SCHORLING A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 240 NORTH THIRD STREET, SUITE 600 HARRISBURG, PENNSYLVANIA 17101-1503 TELEPHONE (717) 231-7700 21-2002-358 Ap~19,2002 Facsimile (717) 231-7712 ggrell~kl.ettrooney, com Register of Wills County of Cumberland Cumberland County Courthouse ATTN: Sue Koser One Courthouse Square Carlisle, PA 17013-3387 Re: Decedent: Jean K. Sanzotto DOD: February 20, 2002 Dear Sue: Please accept this letter as my verification that Decedent was domiciled at death in Messiah Village, a nursing home facility located in Upper Allen Township, Cumberland County, Pennsylvania. If you need any additional information in order to process the Petition for Grant of Letters, please let me know. Thank you for your assistance with this Petition. Very truly yours, Glen R. Grell For KLETT ROONEY LIEBER & SCHORLING A Professional Corporation GRG/eh PENNSYLVANIA DELAWARE NEW JERSEY WASHINGTON, D.C. 21-2002-358 JEAN K t..JEAN ~'. SANZOTTO, of Hampden Township, Cumberland County, Pennsylvania, do make, publi,~h and declare this to be my l, ast Will and Testament~ hereby revoking all Wills and Codicils by me at any time made. %T_EM_I_': I direct that all inheritance and ,?staEe t. axer~ becoming due by reason of my death, ~hether such taxes may be payable by my estate or by any recipient of any pr(2perty, shall be paid by the Executor out of the property passing, ,.ruder ITEM IV of this WJ.']., , as an expense and cost of administration of my ~t~te ~.h_~ = .... obligation to obtain reimbursement for any such tax so paid, cv~l~ though on proceeds of insurance or other property' not passing under this Will. _I_%~_M__I_!: I direct the Executor to pay th.e expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administrati,,m of my estate. !'il'El!_ !II' !*: [ predeqe~.se my lmgband . :~AMUEI, M. SANZOTTO, I give and bequeath to him absolutely and in fee simple all of my household furniture and furnishings, books, pictures, jewel, fy, silverware, automobiles, wearing apparel and all o~b. er ar~icles of household or personal use or adornment and all policies ,~f~ ..~nsurance ehereon. .... If ! do not prede,.ease, ~ my said husband, I make said bequest to my children living at the time of my death, to be divided among them as they shall agree. Should there be no agreement, such property shall be divided among them by the Executor in as nearly equal portions as is deemed practical in the sole discretion of the Executor, having due regard to the personal preferences of such children. ITEM IV: I give, devise and bequeath all the rest, residue and remainder of my estate, not disposed of in the preceding portions of this Will, to my husband, SAMUEL M. SANZOTT0, and HAMILTON BANK, Harrisburg, Pennsylvania, as Trustees (hereinafter collectively referred to as "Trustee"), IN TRUST NEVERTHELESS, to be further divided into two parts, each of which shall be held in trust and constitute a separate Trust Fund to be known as "Trust A" and "Trust B". "Trust A": There shall be placed in "Trust A" that fraction of my' res~.duary estat~ of which the numerator shall be a sum equal to the largest amount that can pass free of Federal estate tax under my Will by reason of the unified credit and the state death tax credit (provided that the use of this credit does not require an increase in state death taxes) allowable to my estate but no other credit and after taking account of dispositions under other items of this Will and property passing outside of this Will which do not qualify for the marital or charitable deduction and after taking account of charges to principal that are not allowed as deductions in computing my Federal estate tax and of which the denominator shall be the value of my residuary estate. For purposes of establishing such fraction, the values finally fixed in the Federal estate tax proceeding relating to my estate shall be Page 2 used. I recognize that the numerator of such fraction may be zero (0), in which case no property shall pass under "Trust A" and that said numerator may be affected by the action of the Executor in exercising certain tax elections. "Trust B": The balance of my residuary estate not placed in "Trust A" shall be placed into "Trust B" to be held, administered and distributed in accordance with ITEM VI of this Will. ITEM V: shall apply to "Trust A"' The following provisions (a) The Trustee shall pay over so much of the net income and so much of the principal as Trustee, in the s~!e discretion of the Trustee deems proper for their proper support, maintenance, welfare and education, to or among my husband, SAMUEL M. SANZOTTO, and my children living at the time of each distribution. In determining the amount of net income, if any, to be distributed to any beneficiary hereunder, and in exercising the Trustee's discretion to distribute principal, the Trustee is authorized to make distributions in such proportions as Trustee shall deem advisable in the absolute discretion of Trustee, regardless of whether any distribution shall be equal to any other distribution or whether all of such net income may be distributed to one or more of the beneficiaries and none to others. Page 3 It is my intention and I expressly direct that any rules of trust law which may require impartiality and equality as among income beneficiaries and as between remaindermen shall be disregarded and that the Trustee shall exercise the authority herein given to Trustee in the interests of 'the income beneficiaries and without regard to the interests of remaindermen. Such payments of principal shall not be considered advancements as to any beneficiary entitled to share in the ultimate distribution of the trust fund. In making such distributions, the Trustee shall consider the respective needs of the beneficiaries as they appear at the time, as I, myself, would consider if living, rather than any equality of shares. (b) After the death of my husband, SAMUEL M. SANZOTTO, or after my death if he predeceased me, the Trustee shall divide the principal and any accretions thereto and any accumulations of income into as many equal parts as there are then living children of mine and then deceased children of mine represented by' then living issue. The Trustee shall hold one such share as a separate Trust for the benefit of each living child, and shall hold one such share as a separate Trust for the benefit of the issue of each such then deceased child, per stirpes. (c) In each Trust thus established for a then living child of mine, the Trustee shall quarterly pay to or for the benefit of such child all of the income and so much of the principal of said Trust as, discretion of the Trustee, may be necessary to Page 4 in the maintain such child in the proper station in life, including proper support, maintenance, medical care and college or higher education. The Trustee shall pay to such child one-third (1/3) of the principal upon the death of the survivor of my husband and me. On the fifth anniversary of such date, the Trustee shall pay to such child one-half (1/2) of the then principal. On the tenth anniversary of such date, the Trustee shall pay to such child the balance of the then principal. Should such child die before final distribution of the assets of said Trust, but be survived by then living issue, the Trustee shall quarterly pay the net income from said Trust to or for the benefit of said issue, per stirpes~ living at each time of quarterly distribution; as soon as any one of said issue attains the age of twenty-one (21) years, and in no event later than twenty (20) years following the death of my child, the Trustee shall pay over all of the then assets in the Trust to the then living issue of such deceased child, per stirpes. Should such child die before final distribution and not be survived by then living issue, the provisions of subparagraph (e) herein shall obtain. (d) In each Trust established for the benefit of the issue of a deceased child of mine, the Trustee shall quarterly pay the net income to or for the benefit of the issue of such deceased child, per stirpes, living at each time of quarterly Page 5 distribution; as soon as any one of said issue attains the age of twenty-one (21) years, and in no event later than twenty (20) years following the death of the survivor of my husband and me, the Trustee shall pay over all of the then assets in the Trust to the then living issue of my deceased child, per stirpes. (e) If at any time before final distribution of the assets of any of the Trusts established for my children or issue of deceased children, there are no living beneficiaries of said Trust, the Trust shall terminate, and its assets shall be added to the other then existent Trusts created herein for the benefit of my children or their issue in the same proportions in which the Trusts were originally funded pursuant to the provisions of subsection (b); provided, that if any of said Tr,~sts herein created has previously been terminated by payment of its principal to its beneficiaries, said beneficiaries who received payment of the principal of that Trust shall collectively be considered an "existent Trust" for the purpose of this paragraph, and one share shall be paid directly' to such beneficiaries in the same proportion by which they received the principal of the Trust, or, if any such beneficiary is deceased, the share of said deceased beneficiary shall be paid to his issue, per stirpes. ITEM VI' shall apply to "Trust B": The following provisions (a) Trustee shall have, hold, manage, invest and reinvest the assets of this Trust, collect the income Page 6 and beginning at my death pay over the net income in quarterly installments to my husband, SAMUEL M. SANZOTT0, during his lifetime. The Trustee shall also, from time to time, pay to my husband such amounts of principal of this Trust as the Trustee (other than my said husband) deems necessary for the proper support, maintenance and medical care of my husband. (b) Upon the death of my husband, the Trustee shall pay ail accrued income and ail income accumulated but undistributed to the estate of my deceased husband and shall thereafter transfer the then remaining principal of this Trust to "Trust A" to be held, administered and distributed in accordance with the provisions of ITEM V of this Will. (c) If my husband should not survive me, then the provisions of "Trust B" shall be void and the part of my estate which would have constituted "Trust B" shall be added to "Trust A" to be disposed of in accordance with ITEM V of this Will. (d) The Executor shall be authorized in the Executor's sole, exclusive and unrestricted discretion to determine whether to elect (under Section 2056(b)(7) of the Internal Revenue Code of 1986 as amended, or any corresponding provision of the Federal estate law), to qualify all, none or a fraction of "Trust B" for the Federal estate tax marital deduction. The decision of the Executor with respect to the exercise of the election shall be final and conclusive upon all persons whose interests in my Page 7 estate are directly or indirectly affected by the election. Only property which is fully eligible for the marital deduction under Federal estate tax law shall be assigned to this Trust. Notwithstanding anything to the contrary contained in this Will, the Trustee of this Trust shall not retain beyond a reasonable time any property which may at any time be or become unproduc~ive, nor shall Trustee invest in unproductive property. Notwithstanding the provisions of subparagraph (b> of this Item, the Trustee shall pay to the Executor of my husband's estate, out of the principal of this Trust upon the death of my husband, an amount equal to the estate, inheritance, transfer, succession and other death taxes ("death taxes"), Federal, state and other, payable by reason of the inclusion of the value of Trust property in my husband's estate. Such payment shall be equal to the amount by which (1) the total of such death taxes paid by my husband's estate exceeds (2) the total of such death taxes which would have been payable if the value of the Trust property had not been included in his estate. The determination by my husband's Executor of the amount payable hereunder shall be final. I direct the Trustee to pay such amount promptly upon written request of my husband's Executor. The final determination of the amount due hereunder shall be based upon the value as finally determined for Federal estate tax purposes in my husband's estate. After payment of the amount finally determined to be due hereunder, the Trustee shall be discharged from any further liability with respect to such payment. My husband may waive his estate's right to payment under this subparagraph by Will, executed after my death, in which he specifically refers to the right to payment hereunder given to his estate. ITEM vii: My husband, SAMUEL M. SANZOTT0, shall have the noncumulative right to withdraw FIVE THOUSAND ($5,000) DOLLARS from the principal of either "Trust A" or "Trust B" under this Will each taxable year during which said beneficiary is then entitled to receive income. If said beneficiary is living on the last day of such year, said beneficiary shall also have the right to withdraw an amount equal to five (5%) percent of the aggregate net market value of the principal of "Trust A" and "Trust B" on such last day less the amount of such FIVE THOUSAND ($5,000) DOLLARS previously actually withdrawn from such Trust during the taxable year. Payment shall be made within thirty (30) days of the close of the taxable year, less any Trustee's commission payable with respect thereto. Th~s right of withdrawal shall be noncumulative and may be exercised only in writing delivered to the Trustee within thirty (30) days prior to the last day of such taxable year. ITEM VIII: In the settlement of my estate and during the continuance of the foregoing Trusts, the Executor and the Trustee shall possess, among others, the following powers: (a) To retain any investments I may have at my death, including specifically those consisting of stock of any bank even if I have named such bank as the Executor or Trustee herein, so long as the Executor or Trustee may deem it advisable to my estate so to do. Page 9 (b) To vary investments, when deemed desirable by the Executor or Trustee, and to invest in such bonds, stocks, notes, real estate mortgages or other securities or in such other property, real or personal, as they shall deem wise, without being restricted to so-called "legal investments", and without being limited by any statute or rule of law regarding investments by fiduciaries. (c) In order to effect a division of the principal of a Trust or for any other purpose, including any final distribution of a Trust, the Executor or Trustee is authorized to make said divisions or distributions of the personalty and realty, partly or wholly in kind, and to allocate specific assets among beneficiaries and Trusts created hereunder so long as the total market value of any share is not affected by such division, distribution or allocation in kind. Should it appear desirable to partition any real estate, the Executor or Trustee is authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, recognizances or other obligations, with as wide powers as an individual owner in fee simple. (d) To sell either at public or private sale and upon such terms and conditions as the Executor or Trustee may deem advantageous to the estate or Trust, any or all real or personal estate or interest therein owned by the estate or Trust severally or in conjunction with other persons or acquired after my death by the Executor or Trustee, and to consummate Page 10 · said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and ali deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon the Executor or Trustee in this paragraph or elsewhere in my Will. (e) To mortgage real estate, and to make leases of real estate. (f) To borrow money from any party, including the Executor or Trustee, to pay indebtedness of mine or of my estate, expenses of administration or inheritance, legacy, estate and other taxes, and to assign and pledge assets of my estate therefor. Provided, however, that this paragraph shall not authorize borrowing from "Trust B". (g) To pay all costs, taxes, expenses and charges in connection with the administration of my estate or a Trust. If any estate or inheritance taxes are payable from assets received by the Trustee, such taxes shall be paid from the assets constituting "Trust A". (h) To vote any shares of stock which form a part of the estate or Trust, and otherwise to exercise all the powers incident to the ownership of such stock. Page 11 (i) In the discretion of the Executor or Trustee, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of the estate. (j) To disclaim any interest in property which would devolve to me or my estate by whatever means, including but not limited to the following means: as beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee of an inter vivos transfer, and as a donee under a third-party beneficiary contract. (k) To do all other acts in their judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of the estate or Trust. ITEM IX: Whenever and as often as any beneficiary hereunder, to whom payments of income or principal are herein directed to be made, shall be under legal disability, or, in the sole judgment of the Trustee, shall otherwise be unable to apply such payments to his own or her own best interests and advantages, the Trustee may make all or any portion of such payments in any one or more of the following ways: (a) Directly to such beneficiary; (b) To the Legal Guardian or Conservator of such beneficiary~ Page 12 (c) To a relative of such beneficiary, to be expended by such relative for the benefit of such beneficiary; or (d) By itself expending same for the benefit of said beneficiary. Provided, however, that this power shall not apply to "Trust B" ITEM X: In the event that there should be established in the Last Wil] and Testament of my husband, SAMUEL M. SANZOTTO. Trusts similar to the Trusts herein established for the benefit of my children and their issue, the Trustee of each of said Trusts created in this Will shall have the right of merging it with the similar Trust for the same beneficiaries created in the Will of my husband, and operating each of said merged Trusts as a single Trust. ITEM J!!: Any person who shall have died at the same time as I shall have, or in a common disaster with me, or under such circumstances that the order of our deaths cannot be established by proof, or within thirty (30) days of my death, shall be deemed to have predeceased me. ITEM XII: I hereby nominate, constitute and appoint my husband, SAMUEL M. SANZOTTO, to be the Executor. In the event of his death or his inability or refusal to serve, I nominate, ~onst~tute anJ appoint my son-.in-.la~, GLEN R. GRELL, to be the Executor. The Executor and Trustee are specifically relieved from the duty or obligation of filing any bond or other security. Page 13 IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding thirteen (13) pages, at the end of each page of which I have also set my initials for greater security and better identification this,..4~.~~ day of ~'~.~'~ 1990. JEw K. oANZOTT0 (SEAL) We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY 0F~~ ) I, JEAN K. SANZOTT0, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. JEAN~/K~ ~ANZOTTO 9' (SEAL) (/ Sworn to and subscribed before me this ~ day ~'/[,.. Notary Public My Commission Expires' (SEAL) AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) ) SS: C OUNTY OF ~ )~ ) We, and//~/~_~f~=-TZ-_..~-_~_.~_~o__/--_, the Witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix, JEAN K. SANZOTT0, sign and execute the instrument as her Last Will and Testament; that Testatrix signed willingly and that she executed said Will as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as Witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Witness . ~Witness Witness Sworn to and subscribed before me this ~_ day of ~_. I,~. , 1990. (~./LNotary Public My Commission Expires: (SEAL) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ) ) Estate of Jean K. Sanzotto ) ) Deceased. ) Date of death: February 20, 2002 ORPHANS' COURT DIVISION No. 21-02-0358 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above captioned estate on May 20, 2002: Name Samuel M. Sanzotto, individually and as Co-Trustee of Residuary Trust under the Will of Jean K. Sanzotto Address 979 Messiah Village, P.O. Box 2015 Mechanicsburg PA 17055-2015 First Union, Co-Trustee of Residuary Trust under the Will of Jean K. Sanzotto Attn: Jodie L. Gordon, PA 6906, 100 N. Queen Street, Lancaster, PA 17603 Date: Notice has been given to all persons entitled thereto under Rule 5.6(a). Signature Name: Address: Telephone: Capacity: Glen R. Grell, Esquire Klett Rooney Lieber & Schorling A Professional Corporation 240 N. Third Street, Suite 600 Harrisburg, PA 17101-1503 ( 717 ) 231-7712 Personal Representative Counsel for Personal Representative Postage ~ Certified Fee r--~ r-3 Return Reciept Fee (Endorsement Required) I-3 Restricted Delivery Fee ~ (Endorsement Required) Total Postage & Fees Postmark Here .i~ Items 1, 2, and 3. Also complete il~114 if Restricted Delivery is desired; B' [Wtnt ~ name and address on the reverse so lhat we can retum the card to you. al Attach this card to the back of the maJlpiece, or on the front if space permits. 3. I,*v~ert~ed MeJl [] Regh~tered [] Insured Mall [] Retum Receipt for Memhandlae [] C.O.D. 4. Restricted Delivery? (Extra Fee) [] 7003 1010 0001 1203 7727 JRD/June 30, 1992/17858 HAR In Re: Estate of Jean K. Sanzotto Late of Upper Allen Township Estate No.: 21-2002-0358 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2002-0358 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: Counsel for Personal Representative: Glenn R. Grell, Esquire Date of Decedent's Death: 02-20-2002 Date of Delinquency Notice: 01-30-2004 The undersigned, Glenda Farner-Strasbaugh, Register of Wills, 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 Register of Wills on 01-30, 2004, 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. 2004 Date: 03-11-2004 ~lenda Farner Strasbau~, Register of ~lls Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Ior at in Courtroom No. 3. If the Status Report is filed prior to the hearing date, the heating will automatically be can~~ ~ Ge°~ge VI~° f~r' ~;'J'* ' I Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/10/2004 SANZOTTO SAMUEL M 979 MESSIAH VILLAGE P O BOX 2015 MECHANICSBURG, PA 17055-2015 RE: Estate of SANZOTTO JEAN K File Number: 2002-00358 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. 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 will become delinquent on: 2/20/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, cc:'/File Counsel Judge GLENDA FARNER STRASBAUGH REGISTER OF WILLS 10412903182004 ROW621 Cumberland County - File No 2002-00358 Decedent SANZOTTO JEAN K Register Of Wills Pa~e 1 3/~8/2004 PA File No 2102-00358 Docket Entries D/E Date No. Filed 001 04/08/02 PETITION FOR PROBATE AND GRANT OF LETTERS TESTAMENTARY OATH OF PERSONAL REPRESENTATIVE DEATH CERTIFICATE 002 04/11/02 VERIFICATION LETTER FROM ATTORNEY 003 04/12/02 DECREE OF PROBATE AND GRANT OF LETTERS TESTAMENTARY 004 05/23/02 CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Date of Death: Will No.: pursuant to Kule 6.12 of the Supreme Court OrphanS' Court Kules, I report the following with respect to completion of the administrtgon of the above-captioned estate: 1. State whether administration of the estate is complete: Yes [~] No [] ersonal representative reasonably believes 2. ~ '~'~ · ---' ~e complete: th~ the administranon wm ~ 3. ~f 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. ~Pne separate Orphans' Court No. (if any) for the personal representative account is: ___- c. Did the personal representative ~mte an account informally to the parties in interest? Yes ~] No c. Copies of receipts, ~eleases, joinders and approval o££ormal informal accounts may be filed with the Clerk of the. Orphans' Court Date: Signature ~q Address Telephone lqo. Capacity: ~] p crsona.1Kepresentativ e ~Counsel for person~ r~resenmtive Name of Decedent: Date of Death: sTATUS REPORT UNDER RULE 6.12 Will No.: .... , Co~ Rules, I r~po~ ~e 12 of ~ Supreme Co~ o~nm~ ~ ,aove. ca~oned estate: p~sumt to Rule 6. __ '~- of follow~g ~ resp~ ~ 1. St~t~ whe~er a~s~ation of ~e ~stat~ is complete: ~t ~e ' ' ' ' ' 3. ~ ~e ~er to No. 1 is Yes, st~t~ ~e fo~o~g: r~resentaQve file a ~ accost ~ ~e Co~? a. Did ~e person~ Yes _ b. ~e s~ate ~' Co~ No. (~f ~Y) for ~e personal r~resenta6ve's ac~t is: ~ c. Did ~e person~ r~resenta6ve state ~ ac~t ~o~ally to ~e p~eS ~ ~terest? Yes c. Copies of receipts, rele~es, jo~ders ~o~ ~co~tS may be fil~ wi~ ~e Clerk of ~e. o~h~ Co~ ~s r~ · ~d may be a~ached to Signature 240 · ~"1 ~o~ Address Telephone No. onal Representative Capacity: [~pers , -~ .... rsonal representative ~Counset lu,~ PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF C'~-rnb¢Y1and CGUNTY, PENNSYLVANIA Estate of ~Q~C~11 Lam. ~3y].~t~o File Numbers 2~4Z _ 0635 also known as 1'C~, Z ~ ` ~z "'03 J~ Deceased Social Security Number ~ 88 "" ~4 "' 332~j Petitioner(s), who is/are 1 & years of age or older, apply(ies) tor: (COMPLETE 'A' or 'B' BELOW:) ^ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the last Will of the Decedent dated and codicil(s) dated (State relevant circumstances, e.g., renunciation, death of executor, etc.) Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the instrument(s) offered for probate, was not the victim of a killing and was never adjudicated an incapacitated person: ~B. Grant of Letters of Administration ~• ~-1~ • L'~~ • ~' SQn. ~~ ~.. (If applicable. enter: c. t. a.; d. b. n. c.t.a.: pendente life, durante absentia; durante minoritate~,y r _.. C~ Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the followirt~s~dise (if ariand heirs:, {!f Admini.c>ratinn_ ct_a_ nr dhn_c_t.a.. enter date of Will to Section A above and complete list ofheirsJ -c (List street address, towrJclry. township, county, Decedent, then years of age, died on 2 `~~ 2.0~ Z at MfLGl~tdritCSw-.~~ Ca . Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal properly in County $ Value of real estate in Pennsylvania $ situated as fol Form Riti' 02 rev, l0. (3.06 Page I of 2 named in the (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. h' Wherefore< Petitioner(s) respectfully request(s) the probate of the last W ill and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to the undersigned: ~ U~I ~. N'^ovt~~ l~` Before the Register of Wills of Cumberland County IN RE: ESTATE OF JEAN K. SANZOTTO Estate Number 2002-00358 PA No. 21-02-0358 Cumberland County, Pennsylvania Red' 1. Jean K. Sanzotto, late of Upper Allen Township, Cumberland County, died testate on May 20, 2002. 2. Letters Testamentary were issued by the Register of Wills on April 12, 2002 to Samuel M. Sanzotto, her surviving spouse and the Executor named in her Last Will and Testament. 3. Prior to the completion of the administration of said Estate, Samuel M. Sanzotto passed away on May 12, 2008. 4. The Last Will and Testament of Jean K. Sanzotto had named Glen R. Grell, Petitioner, as her secondary Executor. 5. The Last Will and Testament of Samuel M. Sanzotto named Glen R. Grell, Petitioner, as his Executor and Letters Testamentary were issued to Petitioner on April 23, 2008. 6. Petitioner, Glen R. Grell, is the son-in-law of both decedents and is a member of the Bar of Pennsylvania and is prepared to serve as personal representative to complete the administration of the Jean K. Sanzotto Estate. NOW, THEREFORE Petitioner respectfully requests that Letters of Administration be issued to Glen R. Grell for the conclusion of the administration of said Estate. ~.. ~ - ~__ ~a ~~, Respectfully submitted, =~'+,.1 u=a -r f ~--- ` __._ ,~. Glen R. Grell, Esq. _- Pa. Bar Number 34338 =- 5445 Margaret Court -~ t ~' - - ca? Mechanicsburg, PA 17050 "= 717-433-6613 `~ Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA 5S COUNTY OF ~~~I `( ~ ~Q~ I~[~~ The Petitioner(s) above-named swear{s) or affirm{s) that the statements in the foregoing Petitian are true and correct to the best of the knowledge and belief of Petitioner{s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Q ~ , Sworn to or sffirmed and sl.~bscribed ~i-~~` 1"'~~1 IW~~~ before me the ~ ~ day of ?~.~ For the egister vff'~sonal Rep`~nta~e~..~ 1J Signature oJ'Pe~sona! Representutlve Signature ~~fPersonal Representative File Number: Z OOZ " ~ 3~~ 1 ~Na. 2 ~ - 6 Z - ~'~~g { // fig.: Estate of ~Q a ~ ^ ~ln ~ ,Deceased Social Security Number: ~g~ l~ "r ~ZV Date of Death: Z ~Zd,~ Z~Z AND NOW, ~ lJ~~~lCl,(l Ak~~ ~ l ___ ~j ~ ~~, in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters are hereby granted to and that the instrument(s) dated described in the Petition be admitted to probate and filed of FEES Letters ......... ...... $ '~`~ ~~ ~ cate(s) C Certif 5h $ i or ... .. Renunciation(s) .. ........ $ ... $ ... $ ... $ ... $ ... $ ... $ ... $ ...$ ...$ TOTAL ...... ........ $ ~ ~~ Form RW-O2 rev. 10. i3.06 the last Will (anal Codicil(s)) of Decedent. in the above estate Attorney Signature: Attorney Name: ~.t IQ~ t'` ~ ~r~'1 Supreme Court I.D. No.: ^^ 3~ 3~~h~ y Address: ~'~145 I y y~ `~¢~ ~ ~' l~kui~ ~vtics~nr~i . ~~- l70 ~ Telephone: 1 ~ -- X33 "(off 13 Page 2 of 2 Cumberland County - Register Of Wills Gne Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 r3 ' ~~ e~ u - ~ ~s.~ 77 ~~ - f t ~, P ~ ! Date: 1/29/2009 ~ -- ~ . __. -,,~ GRELL GLEN ROBERT - KLETT ROONEY LIEBER ET AL ~_ `~ `:.3 ~ i- 17 N SECOND STREET 15TH FLOOR _ ~ ' HARRISBURG, PA 17101 RE: Estate of SANZOTTO JEAN K File Number: 2002-00358 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 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: 2/20/2009 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) In Re: Estate of SANZOTTO JEAN K ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00358 N n C w ;' -' NOTICE OF FAILURE TO FILE STATUS REPORT ~ a _ _ J~~ ~ ~ Personal Representative: GRELL GLEN R ~-> ~ _ ~ ~ ~-1 C7 n t Counsel for Personal Representative: GRELL GLEN ROBERT p~-`~' _ Date of Decedent's Death: 2/20/2002 ~ r ~,~ {"~' tv ' The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of ~~"ills 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, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 foam is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will 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. . '; ~ -,cam, y Date: 3/3/2009 i'~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File II~r RE: ESTATE OF SANZOTTO JEAN K ORPHANS' COURT DIVISION COURT OF COMiV10N PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00358 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPRElvIE COURT ORPHANS' COURT RULE Personal Representative: GRELL GLEN R ~-~ : ~;J r~_~ ~.__ ~;~ _:xt Counsel for Personal Representative: GRELL GLEN ROBERT `~~' ~ ~ ~. - '~' - •')~_ Date of Decedent's Death: 2/20/2002 ~-~.~-• :_ Date of Delinquency Notice: 1. ~ ~ _~.. ';= c~ 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 on the above date 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: 3(16/2009 ~ ~~~ y~ 3a- Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Mondav, Anril 27, 2009 at 11AM in Courtroom No. 2 . If the Status Report is filed prior to the hearing date; ;the hearing will automatically be cancelled. Edgar B. Bayley, J. Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA Name of Decedent: lean K. Sanzotto Date of Death: 2/20/2002 File Number: 2002-00358 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 :.................... ~ Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 31, 2009 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 receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and maybe attached to this report. mare Apri124, 2009 ;~_, ~,~ ~a~ ~d~ t~~ ai ~~ c d~ {;1~i~ Signanire o/'Person Filing phis Form Capacity: Personal Representative Counsel Glen R. Grell ,Name of Person Filing dais Form 5445 Margaret Court Address Mechanicsburg, PA 17050 717-433-6613 Telephone FormRW-10' reJ.'l(1,13.0~ Cumberland County - Register Of Wil'_s One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ^~ ~'`~~ ~::~ ~ ~ ~ ~. ~ i _ ,{ ZQtQ JAS i'.7 APfi fO~ ~6 Date: 1/27/2010 GRELL GLEN R 5445 MARGARET COURT MECHANICSBURG, PA 17050 RE: Estate of SANZOTTO JEAN K File Number: 2002-00358 Dear Sir/Madam: CLE~fiC O}~ ORPN1-~~J`~ ~~~~,'~~ 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: 2/20/2010 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 Strasbaug Clerk of the Orphans' Court cc: File Counsel +.J ((tl; ~U~U ~G~i ,r'U~{ ~~~a t (~ 2010 MAR -3 Pik 2~ i 7 CLERK QF EN'S COURT GUMS~R~.~,NC CO., P~ In Re: Estate of SANZOTTO JEAN K ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00358 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: GRELL GLEN R Counsel for Personal Representative: GRELL GLEN ROBERT Date of Decedent's Death: 2/20/2002 The Orphans' Court record indicates 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, is hereby given that you have ten (10) days to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will request 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: 3/3/2010 _ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative 'Estate File Cumberland County - Register Of Wilts One Courthouse Square Carlisle, PA 17013 ~ -.,r, ~ ,,_~ Phone: (717) 240-6345 - ' '~ ~' '' Za~o.~r~~ 2~ ~~ -o: c¢6 CLEFrC C:~ QRri-wP~!`~ ~O~~~T Date: 1/27/2010 GRELL GLEN ROBERT 5445 MARGARET COURT MECHANICSBURG, PA 17050 RE: Estate of SANZOTTO JEAN K File Number: 2002-00358 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: 2/20/2010 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, f Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) K ~r~f~r rn LL ..Tv1L~~ t.'~ ,s .,. .; 2titQ MAR -3 PM 2= t 8 ' ORPHANS' COURT DIVISION ORPHAN S QOUf~' CUtt~~E~Lh}'~~~ (~~ :P~ COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY SANZOTTO JEAN K PENNSYLVANIA NO. 2002-0035$ NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: GRELL GLEN R Counsel for Personal Representative: GRELL GLEN ROBERT Date of Decedent's Death: 2/20/2002 The Orphans' Court record indicates 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, is hereby given that you have ten (10) days to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will request 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. i~l~~%. s~iK..--~~z?~ l.~er~.-' arm ,~~ t {; Date: 3/3/2010 ~\ Glenda Farner Strasbaugh ~~~111 Clerk of the Orphans' Court Distribution:. Personal Representative Counsel for Personal Representative Estate File MAR 19 2010 IN RE: ESTATE OF ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF SANZOTTO JEAN K CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00358 NOTICE:OF FAULURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE n ° `~; ~~ Personal Representative: GRELL GLEN R `"~ ~ f ~~~" ('.Hansel for Personal Representative: GRELL GLEN ROBERT ~ =~2 rv Date of Decedent's Death: 2/20/2002 Date of Delinquency Notice: 3/3/2010 . ~. ...~ ~ ..1 T'1 -... :-~'~ cA ..~9 ~-~ --.~, ~ -, .:..~ < ~ ~~<_~> -.; _i: ., ~_~ -r~, - ~~ -~ rn ~.~~ { `~ 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 on the above date 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. l~~v-Lacf,~ Date: 3/18/2010 Glenda Farner Strasbaugh Distribution: Personal Representative Clerk of Orphans' Court . Counsel for Personal Representative Estate File A hearing is scheduled for 6/18/2010 9:30AM in Courtroom No. ~1. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. Kevin A. s, .J. MAR ~~ 9 ZC1iU IN RE: ESTATE OF ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF SANZOTTO .TEAK K CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00358 NOTICE OF FAULURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: GRELL GLEN R ~, Counsel for Personal Representative: GRELL GLEN ROBERT ~~ y ~, `, ~-'~~ Date of Decedent's Death: 2/20/2002 ~~ ~ n ~ ~' :~ r ~.. Date of Delinquency Notice: 3/3/2010 ' '~' ~' ~~ .~ ~ - ;- ..._ , 1.1 37e' ~,.~^~ ~,_ The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accorda~e with4pule ',_ ~ ~~ 6.12, Supreme Court Orphans'. Court Rules, hereby notifies the Orphans' Court DivisioTi, Court o 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' Curt 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 on the above date 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: 3/18/2010 l~~~ilt~C/~~Z~~ Glenda Farner Strasbaugh Distribution: Personal Representative Clerk of Orphans' Court Counsel for Personal Representative Estate File A hearing is~ scheduled for 6/18/2010 9:30 AM in Courtroom No. 4. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. Kevin .Hess, P.J. ~.r-C1STE1: OF `^i_L LS Or COt~:QTY, L ~_ a v. ~1~. TV'3111e Gt DCCedeni: ~, IVd WL ~ J~ -- _ ---- --- Dat~ o: Death: 2 File i iurrber: _~ ._ ~3~ D.,. ,,,, .t f D !' ~'` D r,l~ ~ l~ T „-t th f,,il:`unra ~z~itil rPC•~a'-- tr~l rr7Tllt° j(`_l l~f t~l~, 21~.,1i';'17St1~3t?OP Oi L ltl Jll:llll LV 1 C:.. L/.\.'. L\~: v V. =-, 11eN Vi iv ~. .r ..J ~. -~ ~~ the above-captioned estate: State whet'ner administration of the estate is complete :.................... [] i'es [~v'o 2. If the answeris No, state when the personal representatrve 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 f nal 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 stag an account informally to the parties in interest? ............................... ~~ ~'es No d. Copies of receipts, releases, joinders and approvals of fo>-mal or informal acco~.~uts maybe filed with the Clerk of the Orphans' Court and maybe attached to this report. Dnre~ ~ ~~ ~ -~ ~~~~~~~(((((( Si~nrrrre ofPer;on Filing triis Form N Capacity: Personal Representati•.~e cunsel r'? t" rb'mr:e ojPerson Filing this Fo; m f ~~~___- c~ "`. ads+,e,s '~ ,_ ~ C~ n, ;- o`~ _7(~ -433 -(d ot`~ N U Teleplrarie NOTICE OF INHERITANCE TAX pennsylvan~a ` ~ _- APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES - - ' SMENT OF TAX REV-1547 IX AFP c12-o9) INHERITANCE TAX DIVISION OF DED';r~~:'~'Ai ;S~hS PO BOX 280601 ~~ `~ - HARRISBURG PA 17128-0601 iL~aft, t ~~ ~ f ~"~; s `~ u• iYJ,.. DATE 12-06-2010 ~~~~ ~~~ ( ~ ~~ f~~~E OF SANZOTTO JEAN K DATE OF DEATH D2-20-2002 Q~E~~ Q~ FILE NUMBER 21 02-0358 CUMBERLAND QRPN~~~'~ ~'pl, f~1D U N TY GLEN R GRELL Q~~~~r~; ~~~~ ~~. P~ APPEAL DATE: 02-04-2011 5445 MARGARET COURT M E C H A N I C S B U R G P A 17 0 5 0 (See reverse side under Objections ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE _ ~ --RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ______________ REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: SANZOTTO JEAN KFILE N0.:21 02-0358 ACN: 101 DATE: 12-06-2010 TAX RETURN WAS: tX) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) 814,460.42 credit to your account, .0 0 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,8 53.5 3 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 ts) 95 819 , 313 . 8. Total Assets _ APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7,0 7 9.4 5 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0 (11) 7, 079 .45 11. Total Deductions 234.50 812 12. Net Value of Tax Return t12) , 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .0 0 t to Tax S bj t t E (14) 812,234.50 14. ec u s a e Net Value of NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESS MENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) S] . 234.50 x 045 = 36,550.55 17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0 19. Principal Tax Due t19)= 36,550.55 TeY CR FTlTTS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 06-18-2010 CD013411 7,368.79- 43,919.34 BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-19-2010 TOTAL TAX PAYMENT 36,550.55 BALANCE OF TAX DUE .00 INTEREST AND PEN. 596.96 TOTAL DUE 596.96 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-961 pEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX ' OFFICIAL RECEIPT NO. ' ~D 013787 GRELL GLEN ROBERT 5445 MARGARET COURT MECHANICSBURG, PA 17050 fold ESTATE INFORMATION: SSN: 188-14-3328 FILE NUMBER: 2102-0358 DECEDENT NAME: SANZOTTO JEAN K DATE OF PAYMENT: 12/ 15/2010 POSTMARK DATE: 12/ 14/2010 CouNTY: CUMBERLAND DATE OF DEATH: 02/ 20/ 2002 REMARKS: SEAL CHECK# 101 TOTAL AMOUNT INITIALS: SAP RECEIVED BY: REGISTER OF WILLS ACN ASSESSMENT CONTROL NUMBER ' 'AMOUNT ' 101 ~ I $596.96 ~ ' 'AID: GLENDA EARNERS 5596.96 it F~ASBAUGH REGISTER OF WILL _ i 'i 1, II ~~ r~~w// 'iI ~~ ~ W ~ a •~ z > y LL LL ~~ ~ ~ ~ f ~ ¢ ~ .. a a ° °` W V x Z Q Q ~ 3 O W ~ .JJ O H Q ~ N Z W ~"~ W ~„~ A Z Z ~ y Q O y W ~'" W y OC W tk~ ~ _T7 C LL ~ o ~J W O =i CL. Fr ~'~ ~7 O ~-,~ ~, a a H w X Q F- <O e ~ .. .o q y o w ~ ~ N H q ..I q ~ Z ^" ~~ed p Wei9 2 aCK t N ~ ~ H ~ OC=~'t~ O4N 1! 0 1- H Z Z Q W W ~ ~ .r -~ ~O Q '' d o ~ N ,O F ~ v w ~ ~ _ 0 ~1 W o N op A ~ ~ ~ 0 0 o M Q o f ~ .Ma N F- N o J ~ =y Q o ~ 1- ~ ~ ~ L. J ~ f~ ~0 O o N W ~ O N N o 00 W~ W rJ.~ y .-~ ~ Z ~ ~ ..~~ ~ J3 N Q N 'r O O t h t0 W Q .r 1/l o N U~ q ~ y Q LL y a ~ • ~, O O F• Q p~p ++ a OG 2 W Q~ W i M W H J IL Q fq d p~j m V y O -yr O Z Q Vj OC W ~"~ O J CD (~ OC li O `. ++ = W Q H O Z H C v~ .+ V 7 ~ N ~ H O V ^ ~ A W Q li V Q Q~ 0 0 .. ~ a oe a 0 U 1- CD J W OC J OC ~ W Q pq OL C9 V1 CD OC V Q p'~ OG ~ Z Q Z 111 2 W ~7 V J ~7 W C~ l11 Z d U~~ ~~ U ~~~ ~• ~ ~ ~ ~ tro ~' 0 0 c• N ~ ~~~ -- ~ ~ cv ~-~ ', ~ ~fr3 c;~ `~ +z DOta (~ U ~ c~ ~ L...l • _~ .~- ~~ ci c`~' .mot ~ o ~~ r f~+• N ~.~.} ~ "~ ~ ' -'~' r _J ~ w ~~ ~- .:..~ ~~ - O ~ ,S,wn r. ~~~ ~ ~ ~ FMl C*~ `.. °,~-~ .~ ~~ w~ ~ M ~ ~ _ `" ~` ~ ~" ~>' .. ~ ~~ A,. ~. s =- ,..i .,.- . . w (.. '~'..:'~e: M ~~. y: . r E,y. ,~,• +~ 1 "~ r ` ttit, :r ~ (` . ~x. i•3 ;~ i ~-ume vsn ~~ :`^ ~., BUREAU OF INDIVIDU~-;r•AXES - -.,~- -•,~- INHEi~ITANCE TAX INHERITANCE TAx D1v1Slo '- - ^-''~~`~STATEMENT OF ACCOUNT Po Box zao6ol HARRISBURG PA 17128-0601 GLEN R G~~~t_I- ~_ 5445 MAR'Gk~RET CC)URT ~ ' ~'~~ MECHANICSBURG PA 17050 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1607 E< AFF' 012-10) DATE 01-10-2011 ESTATE OF SANZOTTO JEAN K DATE OF DEATH 02-20-2002 FILE NUMBER 21 02-0358 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK .PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form wi~tYi your tai: payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS _ -~ REV X1607 EX AFP (12 10)lee~~~ ***~~INHERITANCE TAX STATEMENT OIF ACCOUNT ~***nn„neaw...n.....nn... ESTATE OF:SANZOT-f0 JEAN K FILE NO.: 21 02-035 ACN: 101 DATE: 01-10-201]L THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMIMARY Of= THE: PRINC:[PAIL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED IN'r!=REST FIGURE. DATE OF LAST ASSf~SSMENT OR RECORD ADJUSTMENT: 11-29-2010 PRINCIPAL TAX DUE=: 36,550.55 PAYMENTS CTAX CRE~D:I:TS) PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-18-2010 CD013411 7,368.79- 43,919.34 12-14-2010 CD013787 596.96- 596.96 TOTAL TAX PAYMENT ~ 36,550.55 BALANCE OF TAX DUE •00 INTEREST AND PEN. '00 TOTAL DUE I ,00 ~ IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFI_.ECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE 01= THIS FORM FOR INSTRUCTIONS. ~ a Pa. O.C. Rule 6.L12 STATUS REPORT REGISTER OF WILLS OF CU N1 bQY) an ~ COUNTY, PENNSYLVANIA Name of Decedent: J Q~1'1 K , Sa!'1 ZO~ Date of Death: 2 ~ 2 a f 20O Z File Number: 2oa 2 - 0 035$ 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 :.................... ^Yes ~No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: SuKe. 30, ZoIZ 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 maybe filed with the Clerk of the Orphans' Court and may be attached to this report. Date / ~ `~~~ ~G ~ Za ~Z Signature ojPerson Filing this Form a'1 G~ =~ Vii; --~ Q Capacity: Personal Representative ^ Counsel ~ ~ c '~ C~ Q~ Nnme of PersQon(F,ili[ng this JF~orm a'/~L (~~. '~ ~.t Address ...~-. ~ ~> ~~t: ~ ~:< I~dGkc1Ni c.os,bUrq. ~a. !?05b j.~: U ~ ~~ - X33--(e~ (3 Telephone Form RW-/0 rev. /0.!3.06 ~J Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA Name of Decedent: Jean K. Sanzotto Date of Death: 2' 20I Zpp2 File Number: Z OOZ - Op3~~$ 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 :.................... ^ Yes ®No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 31, 2013 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' Court and may be attached to this report. February 5, 2013 z atuz-e of Person Filing this Form ~ ~`~- ,,,~ Capacity: ©Personal Representative ^ Counsel d ~ CV ~ w r; ~ ~ Glen R. Grell v ,; ~ c la,. t+- C1.. ~ ~ L'a ~ a ~c ~ t~ Q v~u i ~~ ~ .. Om ,~ L~ t ~ ~ ~ Form RPT'-1 U rev. 1 D. Li.06 Name of Person Filing this Form 5445 Margaret Court Address Mechanicsburg, PA 17050 ~~~ - 3 Telephone `~-%~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 RECORDED OFFICE OF Phone : (717) 240-6345 RECISTER OF WILLS N 3 8 1 y CLERK OF ORPHANS' COURT CUMBERLAND CO., PA Date : 1/29/2014 GRELL GLEN ROBERT 5445 MARGARET COURT MECHANICSBURG, PA 17050 RE : Estate of SANZOTTO JEAN K File Number: 2002-00358 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: 2/20/2014 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 . Since i Lisa M. Grayson, Es . Clerk of the Orphans ' Court s ECO„CD Cif 1 ,G_ �yyLI�V 1.004l l,'kR 4 A,r1 B� BB CLERK U ORPHAN S 0DJRT CUMBERLAND W, PA ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY SANZOTTO JEAN K PENNSYLVANIA NO. 2002-00358 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: GRELL GLEN R Counsel for Personal Representative: GRELL GLEN ROBERT Date of Decedent's Death: 2/20/2002 The Orphans' Court record indicates 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,is hereby given that you have ten (10)days to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will request 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: 3/3/2014 Lisa M. Grayson,Esq. Clerk of the Orphans'Court Distribution: Personal Representative Counsel for Personal Representative Estate File n. �D-n CFF ^rO RCGPV I...I vi' n. r, tLi'ii"i�� '� �tl G• CLERK ^= ORPHAN!'$ COURT WMBERLMD W. PA ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY SANZOTTO JEAN K PENNSYLVANIA NO. 2002-00358 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: GRELL GLEN R Counsel for Personal Representative: GRELL GLEN ROBERT Date of Decedent's Death: 2/20/2002 The Orphans' Court record indicates 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, is hereby given that you have ten(10)days to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will request 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. O Date: 3/3/2014 Lisa M. Grayson, Esq. Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CMbVj&1d COUNTY, PENNSYLVANIA Name of Decedent: Mo&A K , SaAzA n Date of Death: 2.2a 12odZ File Number: 206 2 —00 35$ Pursuant to Pa. O.C. Rule 6.12, 1 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 2<0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Sc�DA-2m bcz,Y It 20 14, 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ED Yes El No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with��thhee Clerk of the Orphans' Court/aanddmmaaybe attached to this report. Dale { -` LV Signn i re ofr of Person Filing this Form i•'. Capacity: 21"eersonalRepresentative El Counsel CD 0� ¢a C�4Y1 �•��"�� `�� Name of Pill r son Filing this Form 5'445 Marlra� GS-. Address w `7!7 —433 —G(ol3 Telephone Fornr RlN-/0 rev. /0./3.06 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717) 240-6345 c' M ria EM Date : 2/02/2015 r~'y j ry ca r. C GRELL GLEN ROBERT ' 5445 MARGARET COURT - MECHANICSBURG, PA 17050 crr to RE : Estate of SANZOTTO JEAN K File Number: 2002-00358 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: 2/20/2015 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, Lisa M. Grayson, s Clerk of the Orphans ' Court RECORIs`1_ C;FiCE OF 'REGIST-` ! WILLS ?0i5 ?8 2 Fla 5 CLE; ;; CF ORPH 4 ORPHANS' COURT DIVISION C 1!M O - A COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY SANZOTTO JEAN K PENNSYLVANIA NO. 2002-00358 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: GRELL GLEN R Counsel for Personal Representative: GRELL GLEN ROBERT Date of Decedent's Death: 2/20/2002 The Orphans' Court record indicates 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,is hereby given that you have ten (10)days to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will request 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: 3/2/2015 Lisa . Grayson,Esq. Clerk of the Orphans'Court Distribution: Personal Representative Counsel for Personal Representative Estate File IN RE: ESTATE OF RECD;, `i; 1C.L:O�ORPHANS' COURT DIVISION REC;F, ,,!�, ; COURT OF COMMON PLEAS OF SANZOTTO JEAN K �� LL`' CUMBERLAND COUNTY HIS ARR 17 9 : 911ENNSYLVANIA C,1 Ef Oi,' NO. 2002-00358 ORNII,A14-, C n NOTICE OF FAILURE TO fi `V STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: GRELL GLEN R Counsel for Personal Representative: GRELL GLEN ROBERT Date of Decedent's Death: 2/20/2002 Date of Delinquency Notice: 3/2/2015 The undersigned, Lisa M. Grayson, Esq., 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 on the above date 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: 3/16/2015 Lisa M. Grayson, Esq. Distribution: Personal Representative Clerk of Orphans' Court Counsel for Personal Representative Estate File A hearing is scheduled for JUNE 5,2015 AT 9:30 AM in Courtroom No. 4. If the Status Report is filed prior to the hearing date,the hearing will automatically be cancelled. Kevin,: ess, P.J. i Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF GA) COUNTY, PENNSYLVANIA Name of Decedent: sTa&y1 K _ 5aYI zAn Date of Death: Z(Z©I oz. File Number: 2602. - 66358, 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: . . . . . . . . . . . . .- .- -- Yes- ol,(.- 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 4'D¢c,Zw)o<,✓ 2,0(!5 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 El No Copies of receipts, releases,joinders and approvals of formal or informal accounts may be t 7 :x-filed with the Clerk of the Orphans' Court and may be attached to this report. LU Ca Signature ojPersort Filing this Forrn �.,� .. 00 Capacity: 2Versonal Representative ❑Counsel CD W iti . Com. ne ll , D Name of Person Filing this Forst S44S2aY z)y¢� G�- address \_ Telephone Forst RW-10 rev. 10.13.06 ti