HomeMy WebLinkAbout03-0906PETITION FOR PROBATE and GRANT OF LETTERS
Estate of
also known as
DEMETRIOS I. MALLIOS
Deceased
Social Security No. 191-42-8337
No.
To:
q'o G
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is(are) 18 years of age or older and the Executrix named in the last will of the
above decedent, dated March 18, 1987 and codicil(s) dated none.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or
principal residence at 59 Strayer Drive, Carlisle, South Middleton Township.
Decedent, then 50 years of age, died September 8, 2003, at Harrisburg Hospital, Harrisburg,
Pennsylvania.
Except as follows, decedent did not marry, was not divorced and did not have a child bom or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: South Middleton Township
$ unestimated
$
$ unestimated
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented
herewith and the grant of letters testamentary thereon.
59 Strayer Drive
Carlisle, PA 17013
(717) 249-5744
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief of petitioner and that as personal representative of the
above decedent, petitioner will well and truly administer the estate according t%lgw. /q, /~ /~
Swom to or affirmed and subscribed . , ~
before me this 27th day of Polixeni (Jane) M~I~ ~/v,--~--~.. - --,,,
,/h --October 2003
Donna M. Otto, 1st l:Jeputy t Oft ~egister ~
No. 21-2003-906
Estate of Demetrios I. Mallios, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, October 31st, 2003 ., in consideration of the petition on the reverse side
hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated March 18, 1987 described therein be admitted to probate and
filed of record as the last will of Demetrios I. Mallios and Letters Testamentary are hereby granted to
Polixeni (Jane)
Will Book #
Page
FEES
Probate, LeRers, Etc.
Sho~Ce~ificatesC )
]~ x-Pages (2)
JCP Fee
$ 115.00
$ 6.'00
$ 10.00
TOTAL $ 131.00
' Register of Wills ' J/,/~. _/_
Donna M. Otto, 1st Deputy
Edward L. Schorpp (17495)
ATTORNEY (Sup. Ct. I.D. No.)
MARTSON DEARDORFF WILLIAMS & OTTO
10 East High Street
Carlisle, PA 17013
(717) 243-3341
Filed October 31st, 2003
Call Attorney when letters are ready.
On 10/31/2003.
F:~FILES~DATAFILE~ESTATES\10995-1 .petition. Itt
his is to certify that the information here given is correctly copied from an original certificate of death dui>, filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office £or permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9609689
No.
Local Registrar
SEP 9 2003
Date
H105.144 Rev. 1/91
NENT
(INK
Demetrios I. Mallios
UNDER 1 YEAR
Dayi
50
Dauphin
Owner
59 Strayer Drive
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
t. 20,1952 Carlisle, PA ,~,~, P9 E~O~,~ [] O~ [] I ~'~ [] .~ ~ ~'
~rris~rg ~ Harris~g Hospital
Restaurant E~.~ ~ ~rc~ (~y)
J, v., ~ ~ ~ , ~,~) ("~*) 4 .. Marri~ ,~ane Brellos
Carlisle, PA 17013
FATHER'S NAME {Fir~. MidOa, LI~)
John Mallios
Jane Mallios
6u~lal~] Cremation [] Remov&lfromStater--~
11, 2003
Vasiliki Zarkadas
Dr., Carlisle, PA 17013
.~r Cemetery
c~ylbor
219 N.
carlisle, Pa 17013
Carlisl PA 17013
(Met~. Day, Year)
~"? ~ .... . mlSept. 6, '03 I 4~%~' I~ ~DI st~ck leg at ~rk
..................................................... $ ~/~. t /z// ~/ ~rian,
· ...,.m,. ..... , , ,-.~o..,~,,..~.)... Gra~ S. Hetrick, ~roner
"" ' ........................................................................ ~ 127~ S. 28th St.~ ~rris~rg~ PA 17111
21-2003-906
LAW OFFICES
LANDIS, BLACK,
JOHNSON & SCHORPP
CARLISLE, PENNSYLVANIA 17013
LAST WILL AND TESTAMENT
OF
D~METRIOS I. MALLIOS
I, D~METRIOS I. MALLIOS, a legal resident of South Middleton Township,
Cumberland County, Pennsylvania, being of sound and disposing mind, memory and
~nderstanding, do hereby make, publish and declare this as and for my Last Will
and Testament, hereby revoking all other wills and codicils heretofore made by
me.
FIRST: I direct that all my just debts and funeral expenses, in-
cluding my grave marker, shall be paid from the assets of my estate as soon as
practicable after my decease.
SECOND: I direct that all taxes that maybe assessed in consequence
of my death, of whatever nature and by whatever jurisdiction imposed, shall be
paid from my residuary estate as a part of the expense of the administration of
my estate.
THIRD: I devise and bequeath the residue of my estate, of every
nature and wherever situate, to my wife, Polixeni (Jane) ~llios, provided she
shall survive me by thirty (30) days. Should my wife, Polixeni (Jane) Mallios,
predecease me or die on or before the thirtieth day following my death, I de-
vise and bequeath the residue of my estate, of every nature and wherever situ-
ate, to my children, equally, provided that the share of any child who prede-
ceases me or dies on or before the thirtieth day following my death shall be
distributed to his or her issue, per stirpes, living on the thirty-first day
following my death, and in default of any such then-living issue, such share
shall be added to the share or shares for my other children.
FOURTH: I direct that the share of any beneficiary under the age of
twenty-five (25) years shall be held, IN TRUST, however, by Nickolas J. Mallios,
as Trustee, to hold said share for the benefit of each said beneficiary ~nder
the age of twenty-fLve (25), upon the following terms and conditions:
A. To pay the income and so much of the principal as may, in the sole
discretion of my Trustee, be necessary for the maintenance, support,
medical expenses and education of each beneficiary.
B. The amount to be paid for the benefit of any of said beneficiaries
shall be determined from time to time by the need of each of said bene-
ficiaries, and the amounts and times of said payments shall be deter-
mined by such need. The said payments may be made by my Trustee direct-
ly to each of the said beneficiaries, or to such of them as may be, in
the sole opinion of my Trustee, of such age and ability to handle pro-
perly the funds so paid to such beneficiary, or may be made by my said
Trustee directly to the person having the custody and care of any of the
said beneficiaries, or may be made by my said Trustee directly to any
institution entitled to such payment by reason of services rendered or
to be rendered to any of the said beneficiaries.
C. To pay the accumulated income and principal then remaining in his
hands to the said beneficiaries, upon each beneficiary's attaining the
age of twenty~ive (25) years.
D. Any and all payment or payments of any sum or sums, whether in
cash or in kind, and whether for principal or income, payable to said
beneficiaries, shall be made upon the sole receipt of the respective
beneficiary to whom the payment is made, and free from anticipation,
alienation, assignment, attachment and pledge, and free from control
by the creditors of any such beneficiary. All shares of principal and
income herein given shall be free from anticipation, assignment, pledge
or obligation of any beneficiary, and shall not be subject to any exe-
cution or attachment.
E. In the event of the renunciation, death, resignation or inability
to act for any reason whatsoever of the said Nickolas J. Mallios, I
nominate, constitute and appoint Farmers Trust Company as Trustee
under the above terms and conditions.
FIFTH: Should my wife predecease me or die on or before the thirti
eth day following my death, I nominate, constitute and appoint Nickolas J. Mal~
lios guardian of the persons of my children. In the event of the renunciation,
death, resignation or inability to act for any reason whatsoever of the said
Nickolas J. Mallios, I appoint Athena Brellos guardian of the persons of my
children. It is my express desire that my children shall not be separated.
SIXTH: I nominate, constitute and appoint my wife, Polixeni (Jane)
Mallios, Executrix of this, my Last Will and Testament. In the event of the
renunciation, death, resignation or inability to act for any reason whatsoever
of the said Polixeni (Jane) Mmllios, I nominate, constitute and appoint Nickola.'
J. Mallios Executor of this, my Last Will and Testament. In the event of the
renunciation, death, resignation or inability to act for any reason whatsoever
of the said Nickolas J. Mallios, I nominate, constitute and appoint Athena
Brellos Executrix of this, my Last Will and Testament. I hereby relieve my
Executrix or her successor from the necessity of posting security in connec-
tion with their duties as such in any jurisdiction in which they may be called
upon to act, insofar as I am able by law to do so.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my
Last Will and Testament, consj~ing of two (2) t~ewritten .pages, each of which
bears my signature, this /~7.~day of . .~. ~e'~ ', 1987.
Signed, sealed, published and declared by the above-named Testator,
Demetrios I. Mallios, as and for his Last Will and Testament, in the presence
of us, who, at his request, in his sight and presence, and in the sight and
presence of each other, have hereunto subscribed our names as witnesses.
JOHNSON & SCHORPP ..~v~-~ ~ , ..~.~,~,.,~.~ w ~-~'~ --
CARLISLE, PENNSYLVANIA 17013 ~ ~ ,~ 8'
Page 2 of 2 Pages
LAW OFFICES
LANDIS, BLACK,
JOHNSON & SCHORPP
CARLISLE, PENNSYLVANIA 17013
ACKNOWLEDGMENT
CO~Ttt OF PENNSYLVANIA
COON'rY OF CUMBERLAND
SS.
I, DH~ETRIOS I. MALLIOS , Testator, whose name is signed to the
attached or foregoing instrument, having been .duly qualified according to law,
do hereby acknowledge that I signed and executed the instrument as my Last
Will; that I signed it willingly; and that I signed it as mM free and voluntary
act for the purposes therein expressed.
Sworn or affirmed to and acknowledged
the Testator, this
before me by DEMETRIOS I. MALLIOS,
day of A , 19 87.
. Mallios
Nota~ ~. --
COOK, Nofa~/Public
A&7 Cc~:~'a]u ~[ori 2~:~,: ~3 Apri~ '~ 6, ] 990
~FIDA~T
COMMONWEALTH OF PENNSYLVANIA )
..
COUNTY OF CUMBERLAND )
SS.
We, EDWARD L. SCHORPP and ~/¢~/~ z:". et r . ~ , 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
Testator sign and execute the instrument as his Last Will; that Demetrios I.
Mallios signed willingly and that he executed it as his free and voluntaryt
act for the purpose therein expressed; that each of us in the hearing and sight
of the Testator signed the Will as witnesses; and that to the best of our
knowledge the Testator was at that time 18 or more years of age, of sound mind
and under no constraint or undue influence.
,, Swom~. or gffirmed to and subscribed to before me by EDWARD L. S(iqOP~PP
and Fr~,?~, '~'LZ:~::~?:(7 , ~esses, ~is C~ ~y of ~.~_~, , 198'7.
Wim~ ,,' ~dmr~ L. ~~ -
z .,
Nota~ ~blic
CYNTHIA K. COOK, Nota~ Publi~
Carli::~e, C'Jn'da:cr~nd Co., Pa.
My CommLc~on [;':~kez April i6, 199fl
DEMETRIOS I. MALLIOS
LAW OF~'IC~
LANDIS, BLACK.
JOHNSON & SCHORPP
CARLISLE, PENNSYLVANIA
:36 SOUTH HANOVER GTREET
F:\FILES\DATAFILE\ESTATES\ 10995-1 .notice.cert
Name of Decedent:
Date of Death:
File No.
To the Register:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Demetrios I. Mallios
September 8, 2003
21-03-0906
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 or
about February 6, 2004.
Mrs. Polixeni (Jane) Mallios
59 Strayer Drive
Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: February 6, 2004 Signature
Name
Edward L. Schorpp, Esquire
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Attorneys for Personal Representative
F:\FILES\DATAFILE\ESTATES\ 10995-1. notice.cert.2
AMENDED CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
File No.
To the Register:
Demetrios I. Mallios
September 8, 2003
21-03-0906
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 or
about February 6, 2004.
Mrs. Polixeni (Jane) Mallios, individually,
and as Guardian of Vasiliki D. Mallios
59 Strayer Drive
Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: February 6, 2004 Signature
Name
Edward L. Schorpp, Esquire
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Attorneys for Personal Representative
: INHERITANCE TAX RETURN FILENUMBER
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE I
o~,~.~ RESIDENT DECEDENT , 21 03 00906
HARRISBURG, PA 171~&~1 _ . ~ QOUN~ CODE YE~_
T~EDENT'S NAME (~ST, FIRST, AND MIDDLE INITIAL) ~
~LLIOS, DgM~T~OS I. ~ ]9]-42-8337
o*T~ OF O~T. (UU-~V~.) O*TE O~ mm (uu.oo:v~.) ~ ;.~s "~...UST .~;iL~
~ 09/08/2003 ; ]0/20/1952 REGISTER OF WILLS
APPLICABLE) SURVIVING SPOUSE'S NAME ~S~: ~I~ST AN~ MIDDLE INITIAL~ ........ SOCAL SE~~~
~[LIOS, ~AN~ ] 96 - 48 - ] 29
~ 1. Odginal Return ~ 2. Supple~n~ai Return ~ 3. R~m~i~rRetu~(dategd~ ~dorto~2-~3:~
~ 4. Limited Estate ~ 4a. Future Interest Compromise (date of death after ~ 5. Fede~l Es~te Tax Return Required
12-12.82)
~ 6. of De~dentwill) Died Testate (Attach copy ~ 7. copyDeCedentof Trust)Maintained a Living Trust (At,ch 0 8. Total Number of Safe Deposit Boxes
D 9. Litigation Pro~eds Received ~ 10. Spousal PoveAy Credit (date of death be~een ~ 11. Election to tax under Sec. 9113(A)(AttachS~O)
{AME COMPLETE MAILING ADDRESS
Edward L. Schorpp, Esquire
FIRM NAME (If applicable)
Martson Deardorff Williams & Otto Ten East High Street
'E~LEPHONE NUMBER ........ Carlisle, PA 17013
717/243-3341
z
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)
[] 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 )
(1) 28,360.50
(2) None
(3) 50,000.00
(4) None
(5) None
(6) None
(7) None
(9) 3,641.00
(10)
(8) 78,360.50
(11) 3,641.00
(12) 74,719.50
13.
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
(13)
15. Amount of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
(14) 74,719.50
74,719.50 x .00
o 16. Amount of Line 14 taxable at lineal rate x
·~ i 17. Amount of Line 14 taxable at sibling rate x
O
~ 18. Amount of Line 14 taxable at collateral rate x
19. Tax Due
20. []
(15) 0.00
.045 (16)
.12 (17)
.15 (18)
Copyright 2000 form software only The Lackner Group, Inc.
(19) 0.00
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS 59 Strayer Drive
CITY Carlisle
STATE PA zip 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)
Total Credits (A + B + C) (2)
3. InteresFPenalty if applicable
D. Interest
E. Penalty
Total InterestTPenalty (D + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
0.00
0.00
0.00
0.00
(3)
(4)
(5)
(5A)
(5B) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
IIl'l
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ..................................................................................
b. retain the right to designate who shall use the property transferred or its income; ....................................
c. retain a reversionary interest: or ..................................................................................................................
d. receive the promise for life of either payments, benefits or care? ..............................................................
If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ....................................................................................................................... [] []
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... [] []
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
preparer other than the personal representative is ba.;~d on all information of which preparer has any knowledge.
SIGNA~4~E OF PERSON RESP~SIB~.E FOR F'~.I~IGtI~TURN ADDRESS
/ ~'~.. ~ P __ I "Uf.A.-~~ Carlisle,
~O~ ~R~-O~N RESPONS'SLE FOR~L'NO RETURN ADDRESS
DATE
DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
ADDRESS
DATE
~~.~~~~/~ Ten East High Slleet
Carlisle, PA 17013 ~ h/g/t/-
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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child 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.
COMMONWEALTH OF PENNSYLVANIA
· IH ERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
MALLIOS, DEMETRIOS I. 21 - 03 - 00906
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION
DEATH
1 28,360.50
One-half interest in approximately 9.75 unimproved acres situate in South Middleton Township,
Cumberland County, Pennsylvania, known as Parcel No. 40-12-0340-034. Value per assessment of
54020 x common level ratio of 1.05 (56,721).
TOTAL (Also enter on Line 1, Recapitulation) 28,360.50
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP or
SOLE-PROPRIETORSHIP
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MALLIOS, DEMETRIOS I. 21 - 03 - 00906
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the
decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-propnetorships.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION
DEATH
1 One-third interest in Deer Lodge Partnership. Value pursuant to Agreement of Sale of Partnership 50,000.00
Interest, a copy of which is attached hereto
TOTAL (Also enter on Line 3, Recapitulation)
50,000.00
COMMONWEALTH OF PENNSYLVANIA
INHERiTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPEN,'.'.'.'.'.'.~ &
ADMINISTRATNE COSTS
ESTATE OF FILE NUMBER
MALLIOS, DEMETRIOS I.
21 - 03 - 00906
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
Bo
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
Attorney's Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Jane Mallios
Street Address 59 Strayer Drive
City Carlisle State PA
Relationship of Claimant to Decedent Spouse
Probate Fees Register of Wills of Cumberland County
Zip 17013
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Register of Wills, filing fee, inheritance tax return
TOTAL (Also enter on line 9, Recapitulation)
3,500.00
131.00
10.00
3,641.00
REV-1513 EX+ (9-00) ~
SCHEDULE J
COMMON~NEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MALLIOS, DEMETRIOS I. 21 - 03 - 00906
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
Do Nat List Trustee~sl
Io TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Sane Mallios Spouse Entire Residue
59 Strayer Drive
Carlisle, PA 17013
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
I~o NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
F:kl;I LES ~DATAFILE~Rcal Estate\l 1107-ao$
Created: 2/19/04 9:09AM
R~viscd: 3/22/~4 2:00PM
AGREEMENT OF SALE OF PARTNERSHIP INTERESTS
This Agreement is made and entered this ,~ dayof I??O~/tt4 ,2004, by and between
JANE MALLIOS, Individually and as Executrix of the Estate of Demetrios I. Mallios, and
CONSTANTINOS J. MALLIOS (herein, "Selling Partners") and NICKOLAS J. MALLIOS (herein,
"Buying Partner").
WHEREAS, Nickolas J. Mallios, Demetrios I. Mallios and Constantinos J. Mallios
heretofore conducted a certain restaurant business under the partnership name of Deer Lodge; and
WHEREAS, the partnership acqUired personal property, both tangible and intangible, to
include, but not be limited to, furniture, fixtures, equipment, bar goods, utensils, inventory, accounts
receivable, goodwill and Pennsylvania Liquor License LID-15768; and
WHEREAS, the parmership acquired certain parcels of real estate in the partnership name;
and
WHEREAS, the parties desire to dissolve the partnership whereby Deer Lodge, Inc., a
Pennsylvania business corporation, all shares of which are owned by Buying Partner, shall purchase
the respective interests of the Selling Partners in the partnership personal property; and
WHEREAS, the Buying Partner desires to purchase the interest of the Selling Partners in the
partnership real estate.
NOW, THEREFORE, the parties hereto, intending to be legally bound hereby, agree as
follows:
1. The Selling Parmers hereby assign to Buying Partner, his heirs, executors,
administrators and assigns, all of their respective interests in all real property, belonging or owing
to the Deer Lodge Partnership.
2. The Selling Partners hereby assign to Deer Lodge, Inc., its successors and assigns,
all of their respective interests in all personal property, tangible or intangible, belonging or owing
to the Deer Lodge Partnership. This sale shall include all furniture, fixtures, equipment, utensils, bar
goods, inventory, accounts receivable, goodwill, Pennsylvania Liquor License LID-15768, and all
other personal property, both tangible and intangible, located within the partnership real estate.
3. This sale shall be effective immediately upon all parties executing this Agreement.
4. Buying Partner shall pay to Selling Partners as the price or consideration of sale, the
receipt of which is hereby acknowledged, the following sums:
To Jane Mallios, individually and as Executrix: $50,000.00, to be allocated as
follows:
Partnership Real Estate:
Relief of Partnership Debt:
Furniture, fixtures, equipment:
Pennsylvania Liquor License:
Goodwill:
$35,000.00
$8, 000.00
$ 3,000.0O
$ 3,00O.O0
$1,000.00
to Constantinos J. Mallios: $50,000.00, to be allocated as follows:
Partnership Real Estate:
Relief of Partnership Debt:
Furniture, fixtures, equipment:
Pennsylvania Liquor License:
Goodwill:
$35,000.00
$8,OOO.OO
$ 3,OOO.OO
$ 3,OO0.00
$1,000.00
5. The Selling Parmers shall execute all papers and documents which are found to be
necessary by the Buying Partner to effectuate the purposes of this Agreement.
6. Selling Partners hereby agree that Buying Partner shall be at full liberty to continue
the business of the partnership as a corporation under the name of the Deer Lodge.
7. Buying Partner hereby agrees to indemnify Selling Partners and hold each of them
harmless from any and all claims arising out of the partnership heretofore conducted, which
liabilities Buying Partner hereby agrees to assume in full.
8. This Agreement shall bind the parties hereto and their respective heirs, administrators
and assigns.
IN WITNESS WHEREOF, the parties have duly executed this Agreement the day and year
first above written.
w!Tvl ss:
EST6,TE OF DEMETRI,~ I. MALLIOS
~//~a~e Mallios,'Execu~x - Selling/)m'tner
?~f~e Mallios, Individually- Selling Partner
Nickolas J. ~4P~l~o~ 2 ]~"ying Partner
Deer Lodge, Inc.,,,/ ,~,
j.~al,[. ~~ '~
Nickolas los, President
LAW OFFICES
LA]x/DIS, BLACK,
DHNSON &. SCHORPP
~LISLE, PENNSYLVANIA 1701
LAST WILL AND TESTAMENT
OF
Dt~4ETRIOS I. MALLIOS
I, Dt~ETRIOS I. ~I~LLIOS, a legal resident of South Middleton Township,
Cumberland County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and for my Last Will
and Testament, hereby revoking all other wills and codicils heretofore made by
me.
FIRST: I direct that all my just debts and funeral expenses, in-
cluding my grave marker, shall be paid from the assets of my estate as soon as
practicable after my decease.
SECOND: I direct that all taxes that may be assessed in consequence
of my death, of whatever nature and by whatever jurisdiction imposed, shall be
paid from my residuary estate as a part of the expense of the administration of
my estate.
THIRD: I devise and bequeath the residue of my estate, of every
nature and wherever situate, to my wife, Polixeni (Jane) ~4allios, provided she
shall survive me by thirty (30) days. Should my wife, Polixeni (Jane) Mallios,
predecease me or die on or before the thirtieth day following my death, I de-
vise and bequeath the residue of my estate, of every nature and wherever situ-
ate, to my children, equally, provided that the share of any child who prede-
ceases me or dies on or before the thirtieth day following my death shall be
distributed to his or her issue, per stirpes, living on the thirty-first day
following my death, and in default of any such then-living issue, such share
shall be added to the share or shares for my other children.
FOURTH: I direct that the share of any beneficiary under the age of
twenty-fi~e (25) years shall be held, IN TRUST, however, by Nickolas J. Mallios,
as Trustee, to hold said share for the benefit of each said beneficiary under
the age of twenty-five (25), upon the following terms and conditions:
A. To pay the income and so much of the principal as may, in the sole
discretion of my Trustee, be necessary for the maintenance, support,
medical expenses and education of each beneficiary.
B. The amount to be paid for the benefit of any of said beneficiaries
shall be determined from time to time by the need of each of said bene-
ficiaries, and the amounts and times of said payments shall be deter-
mined by such need. The said payments may be made by my Trustee direct-
ly to each of the said beneficiaries, or to such of them as may be, in
the sole opinion of my Trustee, of such age and ability to handle pro-
perly the funds so paid to such beneficiary, or may be made by my said
Trustee directly to the person having the custody and care of any of the
said beneficiaries, or may be made by my said Trustee directly to any
institution entitled to such pa.~nnent by reason of services rendered or
to be rendered to any of the said beneficiaries.
C. To pay the accumulated income and principal then remaining in his
hands to the said beneficiaries, upon each beneficiary's attaining the
age of twenty~ive (25) years.
D. Any and all payment or payments of any sum or sums, whether in
cash or in kind, and whether for principal or income, payable to said
beneficiaries, shall be made upon the sole receipt of the respective
beneficiary to whom the payment is made, and free from anticipation,
alienation, assignment, attachment and pledge, and free from control
by the creditors of any such beneficiary. Ail shares of principal and
income herein given shall be free from anticipation, assignment, pledge
or obligation of any beneficiary, and shall not be subject to any exe-
cution or attachment.
F.. In the event of the renunciation, death, resignation or inability
to act for any reason whatsoever of the said Nickolas J. Mallios, I
nominate, constitute and appoint Farmers Trust Company as Trustee
under the above terms and conditions.
FIFTH: Should mywife predecease me or die on or before the thirti
eth day following my death, I nominate, constitute and appoint Nickolas J. Mal-
lios guardian of the persons of my children. In the event of the renunciation,
death, resignation or inability to act for any reason whatsoever of the said
Nickolas J. Mallios, I appoint Athena Brellos guardian of the persons of my
children. It is my express desire that my children shall not be separated.
SIXTH: I nominate, constitute and appoint my wife, Polixeni (Jane)
Mallios, Executrix of this, my Last Will and Testament. In the event of the
renunciation, death, resignation or inability to act for any reason whatsoever
of the said Polixeni (Jane) Mallios, I nominate, constitute and appoint Nickola
J. Mallios Executor of this, my Last Will and Testament. In the event of the
renunciation, death, resignation or inability to act for any reason whatsoever
of the said Nickolas J. Mallios, I nominate, constitute and appoint Athena
Brellos Executrix of this, my Last Will and Testament. I hereby relieve my
E~ecutrix or her successor from the necessity of posting security in connec-
tion with their duties as such in any jurisdiction in which they may be called
upon to act, insofar as I am able by law to do so.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my
Last Will and Testament, consi~ing of two (2) typewritten pages, each of which
bears my signature, this j~?~y of ~~'~ , 1987.
~'D~n-~tw~i, ~ ~. Mallios
Signed, sealed, published and declared by the above-named Testator,
De~etrios I. Mallios, as and for his Last Will and Testament, in the presence
of us, who, at his request, in his sight and presence, and in'the sight and
presence of each other, have hereunto subscribed our names as witnesses.
Page 2 of 2 Pages
LAW OFFICES
LANDIS, BLACK,
INSON & SCHORPP
3LE, PENNSYLVANIA 17OI 3
ACKNOWLEDGMENT
COb~4ONWEALTH OF PENNSYLVANIA )
..
COUNTY OF CUMBERLAND )
SS.
I, DEMETRIOS I. MALLIOS , Testator, whose name is signed to the
attached or foregoing instrument, having been.duly qualified according to law,
do hereby acknowledge that I signed and executed the instrument as my Last
Will; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
Sworn or affirmed to and acknowledged
the Testator, this "','~ ;:: day of
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF OJ3.~ERLAND
SS.
We, EDWARD L. SCHOP~P and
, 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
Testator sign and execute the instrument 'as his Last Will; that Demetrios I.
Mallios signed willingly and that he executed it as his free and voluntary
act for the purpose therein expressed; that each of us in the hearing and sight
of the Testator signed the Will as witnesses; and that to the best of our
~owledge the Testator was at that time 18 or more years of age, of sound mind
and under no constraint or undue influence.
.; Sworn or affirmed to and subscribed to before me by
,,:?~ '~ ~,--- ;~.~. ...,
EDWARD L. SfiHORPP
, witnesses, this .'.,.',~:5 day of ~ ~'
EAL)witnes§) ~ ,.~d~ar~l ~ Sq~p -
Witfiess
N°iaO ublic
BUREAU OF TNDIVZDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. ZnO601
HARRISBURG, PA 17118-0601
COMHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
EDWARD L SCHORPP ESQ
NARTSON ETAL
10 E HIGH ST
CARLISLE
~F:' DATE 09-1~-200q
/;~i:- ,: ESYATE OF HALLIOS
DATE OF DEATH 09-08-2005
FILE NU..E. 21 05-0906
'04 /i 0 TY CUM.ERLA.D
101
PA 17015
DEMETRIOS I
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
RETAIN LOWER PORTION FOR YOUR RECORDS '"~
CUT ALONG THIS LINE
REV-15~7 EX AFP ¢01-03) NOTICE OF INHERITANCE TAX APPRAISEHENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HALLIOS DEHETR~OS T FZLE NO. 21 05-09§6 ACN 101 DATE
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CH~GED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 Real Estate (Schedule A)
Stocks end Bonds (Schedule B)
Closely Held Stock/Partnership Interest {Schedule C)
Mortgages/Notes Receivable (Schedule D)
5 Cash/Bank Depos[ts/M~sc. Personal Property (Sch~duZe E)
$ Jointly Owned Property (Schedul® F)
7 Transfers (Schedule G)
8. TotaX Assets
APPROVED DEDUCTIONS AND EXEHPTIONS;
9. Funeral Expenses/Adm. Costs/Hiso. Expenses (Schedule H)
10. D~bts/MortBe~e Liabil~ties/L[ens (Schedule I)
11. Total Deductions
12. Net Velum of T~x Return
(2)
($)
(q)
(5)
(6)
(7)
Z8~$60.50
O0
50~000.00
O0
O0
O0
O0
19)
(8)
(10)
.00
(11)
(12)
15.
NOTE:
ASSESSHENT OF TAX:
15. Amount of Line lq at Spousal rate
16. Amount of Line lq taxable e~ Lineal/Class A rata
17. Aaount of Line iq mt Sibling rate
18. Amount of L~ne 1~ taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
i PAYH~NT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID (-)
Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Net Value of Estate Sub,eot to Tax (lq)
If an assessment ~as issued previously, lines l~, ~5 and/or ~6, 17,
refiect ~igures that include the total of ALL returns assessed to date.
NOTE: To insure proper
credtt to your account,
submit the upper portion
of th~s form with your
tax payment.
78,560.50
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
3.641.00
?q,719.50
.00
7q,719.50
18 and 19 will
(15) 7q,719.50 x O0 : .00
(16) .00 x 0qS= .00
(17) . O0 x 12 = . O0
(18) .00 x 15 = .00
(19)= . O0
AMOUNT PAID
TOTAL TAX CREDIT I .00
BALANCE OF TAX DUEl .00
INTEREST AND PEN. .00
TOTAL DUE .00
( ZF TOTAL DUE ZS LESS THAN $1~ NO PAYMENT IS REQUIRED.
IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~.
RESERVATION=
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMZN-
lSTRAT[V£
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST;
Estates of decedents dying on or before December 1Z, [9BZ -- if any future interest in the estate is transferred
in possession or enjoyment to Class S (collateral) baneficleries of the decedent after the expiration of any estate for
life or for years, the Comonweelth hereby expressly reserves the right to appraise and assess transfer Znheritance Taxes
at the lawfu] Class B (collateral) rate on any such ~uture interest.
To ~ulf]li the requirements of Section 21qO of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Section 9lqg).
Detach the top portion of this Notice and submit with your payment to the Register of Mills printed on the reverse side.
--Make check or mone~ order payable to: P~OZSTEE OF HZCL~ AGENT
A refund of e tax credit, which was not requested on the Tax Returnt may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office
of the Register of Nills/ any of the 21 Revenue District Offices/ or by calling the special Z4-hour
answering service for forms ordering: 1-aOO-S&Z-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-q47-3020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as sheen on this Notice oust object within sixty (60) days cf receipt of
this Notice by:
--written protest to the PA Depart~aent of Revenue, Board of Appeals, Dept. ZaZOZI~ Harrisburg~ PA 171Za-ZOZl,
--election to have the ~attar determined at audit of the account of the personal representativa~ OR
--appeal to the Orphans' Court.
OR
Factual errors discovered on this assessment should bm addressed in eritJng to: PA Department of Revenue~
Bureau of Individual Taxas~ ATTN: Post Assessment Review Unit~ Dept. Z80601~ Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for m Res]dent
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (~) calendar months after the dacedent's death~ a five percent (SZ) discount of
the tax paid is mllowed.
The 15Z tax amnesty non-participation panaIty is computed on the total cf the tax and interest assessed, and not
paid before January lB/ [996, the first day after the end of the tax amnesty period. This non-participation
penalty is aPpeaZabIe in the same manner and in the the same time period as you would appeal the tax and Interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes ahich became delinquent before January 1/ 1982 bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000164. Ail taxes which became delinquent on and after
January l, 19az w111 bear interest at a rata which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates For 1982 through ZOO4 ara:
Interest Daily interest Daily Interest Dally
Rate Factor Year Rate Factor Year Rate Factor
lox ~ l'f'~-1991 "-tiT-- ~ ~ --tJZ--- .000z47
16~ .00043a 199z 9z .000z47 zooz &z .oool&4
11z .000301 1993-1994 7Z .000igZ ZOO] 5Z .0001S7
13Z .000356 1995-X99B 9Z .000247 ZOO4 qZ .OOOllO
lOZ .000Z74 X999 ?Z .O00XDZ
10X .O00Z?~ ZOO0 ?Z .O00ZDZ
1983
1984
1985
1986
1987
--Interest is calculated
INTEREST =
as follows:
BALANCE OF TAX UNPAID X NUHBER OF DAYS DELTNQUENT
X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent ail/ reflect an interest calculation to fifteen [IS) days
beyond the date of the assessment. If payment ]s made after the interest computation date shown on the
Notice, additional interest must ba calculatad.
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent:
Date of Death:
FileNo.:
DEMETRlOS 1. MALLIOS
September 8, 2003
21-03-0906
Social Security No. :
191-42-8337
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
LL
OC./,~::
LLJ :..
(--.' c.
G~:
Un_'
C-).:
C~:',
u;
':
cc.
o
c)
LL'
LL
3. If the answer to No. I is Yes, state the following:
en
..:T
N
a. Did the personal representative file a final account with the Court?
Yes No x
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 x
Spouse was Executrix and sole beneficiary; therefore, no accounting was necessary.
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.
Signatur~4#
Name: Edward 1.. Schorpp, Esquire
Address: MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, P A 17013
(717) 243-3341
Counsel for personal representative
Datff:. Ja~~t-YaL;l2005
1.._, _._._'.'
1-
!.~,-:.:
Cl
C'>l
'..-- (",
g-If~
C)_L
E
o
F:\FILES\DAT AflLEIEST A TESI10995. lsrep
;r:
...::;C:
-.,
.r.>
=
=
.,....
Estate of MALLIOS DEMETRIOS I
Late of SOUTH MIDDLETON TOWNSHIP
ORPHANS' COURT DIVIS
COURT OF COMMON PL
CUMBERLAND COUNTY
PE~"'NSYL VANIA
~-----
Estate No.: 21-03-00906
Date:
10/17/2005
NO.: 21-03-00906
SCHORPP EDWARD L
10 EAST HIGH STREET
CARLISLE PA 17013
,...
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: MALLIOS POLIXENI(JANE)
Personal Representative Counsel: SCHORPP EDWARD L
Date of Decedent's Death: 9/08/2003
Date of Delinquency Notice: 9/08/2005
The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans'
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 their counsel, have filed with the Register of
Wills or Clerk of Orphans' Court, his/her Status Report required by
Rule 6.12, Supreme Court Orphans' Court Rule, and that the
requisite notice, pursuant to Rule 6.12, Supreme Court Orhans'
Court Rules, was given by the Clerk of Orphans' Court on 8/09/2005
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
their counsel.
cc: File
Pereonal Representative
Counsel
G~~f~t
Clerk of Orhans' Court '..I
A hearing is scheduled for November 21, 2005 a~OO AM in
Courtroom NO.2. If the Status Report is f~~prio~ to the
hearing date, the hearing will automatic.~lY be can9~11ed.
/" I
/' .
/'
&
," /
..... /"""'\..
Edge .. ayley~J.
LI,
C)
LU
c:;
CL
LL.
(.::_)
a
U_.1
C:'.
0-
S~
I; .
rr
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
~~>~/~.r -- /", ~;9'" L /o~
Name of Decedent:
Date of Death: ~,o~~.e &? ~ '3
./
Estate No.: 6?/ -O:S - ~966
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion ofthe administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes..P2l No 0
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 0 No pel
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 Q( No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be file4 with the Clerk of the Orphans' Court and may be
attached to this report.
Date: /4 'eX )"'O..s-
~<~/~~
Signature
.6~~.t> L. ~ij~~P
~C~ ~/f>dS""" DI't?
C""'~/...s-<::: c=. ~t19 /70/3
Address
N
0"\
Capacity: 0 Personal Representative
~Counsel for personal representative
"'c-
~,-
..q;
>/ ;? ... <7I8"G' - [?...s 86
Telephone No.
C'?
l-
e...:>
a
Lr:>
=
=
C'J
dJ~
111~i
_..a~!g
tiU11
cl!'CEJ~
~....I". Ii f$~ li
~~UIll
'lI..ai~1
:1.a:^~;' '. ... ",~.. ~
,i J
o
~
11 LI1
lis ..'1 ~
o 0 0 .... ..[]
Jill i ~
!~ ~if
· ~.J
~ ..~~
['- ..-
E-t
ritr'1
rit..--l
....:lp=:o
E-tr-
(:I(/)..--I
~::r.:.A4
s:CJ......
(:IHP-l
rit::r.:
rit
P-lE-t....:l
P-l(/)(/)
p=:~H
Grit....:l
g;_t;;
i
..
-,. 'I..l;~~
o .....:
<q.l r~
'..1.... E. .,.: ...-
. Ii> Y"'"-
('<). z ... ....::::::