HomeMy WebLinkAbout03-0487 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
also known as (f To:
Register of Wills for the
Deceased. County of .CUI~ERLAND in the
Social Security No. 7;kOq,- ~ q, - "'l~:~ c~ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl ) ~cTf for letters of administration
(d.b.n.; pendente lite; durante absentia; durante minoritate) on the estate of
the above decedent.
2~e~ende~atsT;aS2;?~Crll~r~:ctiadae~th ~.n' ~ ~,,~v~ ~.~, v--/~t~ ~ . County, Pe0nsylvania, with
h Y p p reslaence at ~"~
O~st streelff3Jnumber and municipality)
Decendent, then
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ ~.! 0, o o
situated as follows: D.~-
Petitioner after a proper search ha~ ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs
Name Relationship Residence
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
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 above decedent petitioner(s) will well and
truly administer the estate according to law.
Sworn to or affirmed .~nd subscribed
before/a)e this /~' day of_~
......... ' / I - Regis[e;'a[
No. 21-03-487
Estate of BEVERLY JANE BECKER , Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW ,IIINE 16.. ?003 Xtt~XX , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that JOHN So BECKER
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to JOHN S. BECKER
in the estate of BEVERLY 3ANE BECKER
~ -l~egistert ott~ill~s -
FEES
Letters of Administration ..... $ 50.00
Short Certificates(3) .......... $ 9 · 00 ATTORNEY (Sup. Ct. I.D. No.)
Renunciation ................ $ 5 o 00
INS. INH TAX RETinAL a 84.00 ~'~
Filed ...~U~qti .15 .......... A.D. 21g_Z0J~
PHONE
.;
MAILED LETTERS JUNE 16, 2003 TO ADMINISTRATOR
RENUNCIATION
To the Register of Wills of C c.~ w~ ~a c- ] o,_ w cJ
County, Pennsylvania.
The undersigned ~RVI~ t&4- ~-C/<'t'/~ / ~.~/~ ~.
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
be issued to 'x~-~o ~\, ~, ~e_ C. <o._
WITNES~/~,/¢/¢~ /~ ~i~ h.d this ~
Notarial Seal
Suzanne M. Wilk, Nota~ Publ~
Evere~ Boro, Bediord Coun~
M~ Commission Expires Mar. 18, 2~6
p4r: :~-~): ' ',.., :t,, ~' ~r,h as.sc*:iat~on Of Notades (Signature)
(Address)
(Signature)
(Address)
(Signature)
(Address)
s to certify that the information here given is correctly copied from an original certificate of death dui),, filed with me as
Registrar. The original certificate will be forwarded to the State Vital Records Office fbr permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~ ~)cal Registrar
P 9 0 5 3 2 7 4 ~~
No. ~ --- Date
CO~MONW~LTN OF PENNSYLVANIA · DEPARTMEN~ OF HEALTN · V~AL RECORDS
CERTIFICATE OF DEATH
~arch 2, 2003
......................................................... ~ [086 ~a~k[~ SO.eec
OFFICIAL USE ONLY
. ~ ~,~,.o~ REV-1500 '~
~ ~N~VAN~
~ ~~ INHERITANCE TAX RETURN
~~~, ~ m~ RESIDENT DECEDENT
' I"' ['" ] '~ Ih., ~ ~' ' ., '. "1" ~ ' I ' , , '~,~ ," ', ' ', , ,,~ ~ , ~ , ,,, . ,
(11)
(19)
Dec_-ede_ nt's Complete Address: . ~ .
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19) (1)
2.~.~
s. Prior Payments
C. Discount Total Credits (^ + B * C ) (2) . ., .
3. Interest/Penalty if applicable
D. Interest
E. Penalty .. Total interes~onaity ( D + E ) (3)
4. If Une 2 is {]mater than Line 1 * Line,3, enter the difference. This is theOVERPAYMENT.
Check t~ on Page ! Une 20 t~ mqa~t a refu.d (4)
A. Enter the interest o~ the tax due.
B. Enter the total of Line 5 + SA, Th~s .is the BALANCE OUE, (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS aY PLACING AN "X" IN THE APPROPRIATE 8LOCKS
1. Did decedent make a lransfer and: Yes No
a..~a. ~ use ~x income of ~ pmpe~ tm.(~r~; ........................................................................................ [] []
c. r~ai~arevemon~tr~rest:or ........................................................................................................... : ....... : ...... [] []
2, If deah occurred ~r ~r 12, 19~ did deced~t ~ ~ ~n ~ ~ of ~
3. Did decedem own an "in trna fr~' ~ payable upon deah ba~k acnount o~ secu~ at his °r h~ death ............... L_J []
con, ins a beneficiary de~gnation? .......................................................................................................................
· IF THE ANb~ER TO ANY OF THE ABOVE QUESTIONS i~ YES, YOU MUST COMPLETE SCHEDULE G AND RLE IT AS PART OF' THE RETU~:
SlC.d~TURE OF PERS~I RESPONSIBLE FOR FLUNG RETURN
,, , ~, ,, - .~.~T~ - ' ' ' '" DATE' '
SIGNATURE OF PREPARER OTHER TitAN REPRESE IVE
ADD~'S$
For dates of death on or after July I, 1994 and before January 1, 1995,the lax rate imlx)sed on Ihe na value of tnmsfem to ~ f~r lhe use °f the sawiving sp°use ~ 3%
F2 P.S. §~6 (a) (~.~) (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 ofthe sun~4ng Sfx~se is0% [72 P.S. ~116 (a) (1.1) (ii)
The statute does not exen~t a ~*ander to a suwiving spouse from tax, and the statut~y requirements for disclosure of assets and fl'r~j a tax return are sail applicable ev~
For dates of death on or alter July 1, 2000:
The lax rate imposed on ~e net value of lransf~ from a deceased child twenty-one years of age or younger at death ~ or for the use of a natural parent, an adoptive paten
or a aeppam.t of tt~ia is O% F2 P.S. §9~16(aX!2)],
The tax rate imposed on ~ n~ ~ue of tr, msfers to or for the, use,.ef thedeced~s a~ea~ ~.is 4,O%, except. .as noted in ~2. P,S...~9't16(1., ..'2) F2.:
The ~ rate ~ o~.~ net value of ~ to or.for.~ use of:~ decede~s a'~m~s is 12%*172 P,S. ~S(aX1.3)l- ^ ab~ is' dee~ed,'under Sec~ 9102,
REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
~s~ o~ ~ ~ ¢., ~-~ ,'~_~, ~ ~ ~ ~ ~ ~ .,~
~ RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a)(1.2)]
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 16 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
][I NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART Il- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ O , o-~
(If more space is needed, insert additional sheets of the same size)
'"" SCHEDULE E
Es'rA~ PERSONAL PROPERTY
~ _I~.~_'_..RIPTION VALUE AT DATE
(ff more space is r, eeded, in~ert add;~o~ s;-.~eL~ of the same size)
REV-1509 EX + (1-97)
SCHEDULE F
COMMON"VEA,TH OF PENNSYLVANIA JOINTLY'OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
/C~ FILE NUMBER
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifTing number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTERES
TOTAL (Also enter on line 6, Recapitulation) $ t../ oo O · o O
(if mnr¢ ~p~r.~, i .... "'1~'1, ~ .... additional sheets of the same size)
SCHEDULE H
COUMC~T, O~ n~'YLV~ FUNERAL EXPENSES &
A. ~ E~8:
B. ADMINISTRATIVE COSTS:
1. PellonaJ ~~ Colmliimns "
C~
S~s.
3. F~~(ff~s~b~~s,~~)
c~ ~o~ ~., ,,~g%e~ .......
5. ~s F~ ~ ]~
TOTAL iAIso enler on line g, Recapilulalion) $ ,~'/
SCHEDULE I
cc.~.~.t, o~ ~..s~v^.,^ DEBTS OF DECEDENT.
,.~r^~ t~ Rvr~ MORTGAGE L~IL~IES, & LIENS
~ ~ ~~ ............... , .....
~cl~e u~~ ~I ~.
iTEM
NUMBER DESC~PTION A~U~
3
REV-1513 EX+ (9-O0~j~
' ' SCHEDULE J
'COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
! TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ C) · o-~
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
~ SCHEDULE J
· COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~s~ o~ --~.~._ ~.~, ~- ~ ~ ~ ~ ~ ~ ~ ~,~
~ RE~TIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
[ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
~;~s~3 ~ P~ I~
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insed additional sheets of the same size)
May, 6. 2003 11:53AM The Sentinel N0.4396 P. 1
................. The Sentinel
aDmw sx x - advertising
T~en~
F~ 717~310
C~fl~d Co~, P~nsylva~ d~c~d, have ~n ~tcd to ~e ~de~cd.
219 ~
~ ~rso~ ~ow~g ~c~lv~ to ~ indebmd to s~d ~mte ~ m~e pa~ent m- u~~,
direly, ~d &ose ha~ag el~ w~ p~t ~ tot s~nt. ~ n~.~z~
.
~ ~, Attorney
PLEASE PRI~ A~ INFOR~A~
Runs ~nee a w~k for ~ wee~ Na~: ~K~ ~~"
c~:. %W, 9~ ~,
$6.~ for notorJ~ proof of publi~aon..
Proof? Y~ ~ No ~ate: ¢ ~ ~p: t 3 25- 7
(Must ~ve all ~o~ in~rm~ion)
~~ TO: ~e SenSei, A~:, [o~J SaTJo~, ~.O. Box ~30, ~]is]e, PA [?013,
~boae: 243-26~t, e~ 20Z o~ ~8 - f~: 243-37~
DAILY SUNOAY WEEKLY INTERNET
Reaching ~ore than 1~2,000 r~aders each week In Cumberland, Perry, and Franklin Counties
www.cumb~rllnk..com
May, $. 2003 fI:34AM C C B A No,1158 P. I
TO:
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
NOTICE
EXECUT
on tho Estate of ~ t/~'~ ~n~
lato of~o
~mm~y, md ~o~ ~ c~ ~1 ~t ~ for s~mt to
A~m~
Advertising cost is $7$.00 payable h~ advance. Make checks payable to:
Cumberland Law Journal
JOHN S. BECKER
25 SME 1 574
SHIPPENSBURG, PA 17257
PH, 717-532-6276 60-8111/2313
PA EL 23248454 '-~ ' ?' O ..~ DATE
HARRISBURG, PA 17110-2990
COMMONWEALTH OF PENNSYLVANZA
"~ BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 2B0601
HARRISBURG, PA ZT~ZS-060! NOTICE OF ZNHERTTANCE TAX
APPRATSEMENT, ALLOHANCE OR DTSALLO#ANCE
OF DEDUCTTONS AND ASSESSMENT OF TAX
REV-lSd7 EX AFP (01-OS)
~,~. i DATE 07-28-2003
ESTATE OF BECKER BEVERLY J
DATE OF DEATH 03-OZ-ZO03
FILE NUMDER 21 03-0q87
'03 JUL 28 /i? :~2 COUNTY CUMBERLAND
JOHN S BECKER
25 SME ACN 101
SHZPPENSBURG PA 17957 I A.oun* R..it*.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LZNE ~ RETAIN LOWER PORTION FOR YOUR RECORDS
REV-15~7 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLOWANCE OR
DZSALLOWANCE OF DEDUCTZONS AND ASSESSHENT OF TAX
ESTATE OF BECKER BEVERLY J FZLE NO. 21 03-0~87 ACN 101 DATE 07-28-2003
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION COHCERNZNG FUTURE ZNTEREST- SEE REVERSF
APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN
1. ReaZ Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
$. Closely Held Stock/Partnership Tnterest (Schedule C) ($) .00 submit the upper portion
q. Mortgages/Notes Receivable (Schedule D) (q) .00 of this form wi~h your
5. Cash/Bank Deposits/Misc. Personal Property (Schedu/a E) (5) 15;662.96 tax payment.
6. Jointly Owned Property (Schedule F) (6). ~80.00
7. Transfers (Schedule G) (7) .00
8. To,al Assets
(a) 16,1q2.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,95q.00
10. Debts/Mortgage Liabilities/Liens (Schedule T) (10) lq,535.61
11. Total Deductions (11) _ ~.q8~-61
12. Net Value of Tax Return (12) q,3q6.65-
15. Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00
Iq. Net VaZue of Estate Sub~ect to Tax (Iq) q,3q6.65-
NOTE: Zf an assessment was issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ~ill
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amoun~ of Line 1¢ at Spousal rate (15) .00 X O0 = .00
16. Amount of Line lfi taxable at Lineal/Class A ra~e (16) .00 X Oq5 = .00
17. Amount of Line lq et Sibling rate (17) .00 X 12 = .00
18. Amount of Line lq taxable et Collateral/Class B rata (18) .00 X 15 = .00
19. Principal Tax Due
TAX CREDITS: (1~)= .00
PAYMENT RECEIPI DZSCOUNT
DATE NUHBER TNTEREST/PEN PATD (-) AMOUNT PATD
BALANCE OF TAX DUEI . O0
INTEREST AND PEN. I .00
TOTAL DUE I . O0
IF PATD AFTER DATE ZNDTCATED, SEE REVERSE ( ZF TOTAL DUE TS LESS THAN $1, NO PAYMENT TS RE~UTRED.
FOR CALCULATION OF ADDTTZONAL INTEREST. TF TOTAL DUE TS REFLECTED AS A "CREDTT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE STDE OF THTS FORM FOR TNSTRUCTTONS.)
RESERVATION: Estates of decadents dying on or be~ore December 1Z, 198Z -- if any future interest [n the estate Ks transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Collonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class S (cottateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section Z140 of the Inheritance end Estate Tax Act, Act Z5 of ZOO0. (72 P.S.
Sect[on 9140).
PAYNENT: Detach the top portion of this Not[ce and submit m[th your payment to the Register of #ills printed on tho reverse side.
--Hake check or money order payable to: RESISTER OF HILLS, AGENT
REFUND (CR): A refund of a tax credit, ehJch was not requested on the Tax Return, may ba requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (RE¥-1513). Applications ara available at the Office
of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
aris#er[ns service for fores ordering: 1-800-36Z-ZO50~ services for taxpayers with special hearing and ! or
speaking needs: 1-800-447-50Z0 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown an this Notice must object within sixty (60) days of receipt of
this Not[ce by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 171ZB-lOZ1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADHIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department cf Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for lnhar[tmnce Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (5) calendar months after the decedent's death, a
the tax paid is allowed.
PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total cf the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty per[od. This non-participation
penalty Ks appealable in the same manner and in the the same t[ma per[od as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: 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 which became delinquent before January I, 198Z bear interest at the rate of
slx (BI) percent per annum calculated at a dally rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1962 through ZOO3 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Yaa__r Rate Factor Yea__r Rate Factor
1982 ZOZ .000548 1987 9Z .000247 1999 7Z .O0019Z
1983 IBZ .00043B 1988-1991 llZ .000301 2000 BZ .000219
19&4 112 .000501 1992 9~ .000247
1985 1SZ .000356 1993-1994 72 .O0019Z ZOOZ 62 .OOO164
1986 IOZ .000274 1995-1998 9Z .000Z47 2003 5~ .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent w[l! reflect mn interest calculation to fifteen (15} days
beyond the date of the assesseant. If payment is made after the interest computation data shown on the
Notice, add[tionaX interest must be calculated.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ~F'~q V~ ¢ {~x XC~
Date of Death: 0 2~ o ~- - 0 ~
Will No. ~,o0g--OOcl~''] Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signa~re
Name ~oh,,,, %. ~o~O(~r-
Address ~ ,%~
l
Telephone (~/'~)
Capacity: ~ Personal Representative
Counsel for personal representative
OSI PORTFOLIO SERVICES, INC
PROBATE DEPARTMENT
P. O. BOX 105460
ATLANTA, GA. 30348
IN THE CIRCUIT: CUMBERLAND COUNTY PROBATE COURT
DECEASED: BEVERLY BECKER
STATE OF: PENNSYVANIA CASE # 21-03-00487
STATEMENT OF CLAIM: HEILIG MEYERS MASTER TRUST
HEILIG MEYERS MASTER TRUST, ACCT # 3910474097
PREVIOUS OWNER: HEILIG MEYERS FURNITURE
PREVIOUS ACCOUNT # 004121
The undersigned hereby presents for filing against the above estate this statement of claim and
alleges:
The basic for the claim is GOODS SOLD
The social security or tax identification number of the claimant is ID# 51-036904
the name and address of the claimant are HEILIG MEYERS MASTER TRUST~ PROBATE DEPT
2425 COMMERCE AVE~ BUILDING 2100~ SUITE 100~ DULUTH~ GA. 30096
and the name and address of the claimant's attorney, if any, are as set forth below.
1. The/~o~unJgof the claim is $1,539.46 which is now due or, if not due, will become due
on (X"'lfJ~ ,20~..~.
2. The claim (is) ( is not)contingent or unliquidated. If contingent or unliquidated, the
nature of the uncertainty is: UNLIQUIDATED ............ .
3. The claim (is) (is not) secured... If secured, the security consists of
Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are
Tree, to the best of my knowledge and belief.
) :,. cO ----
~ 4~)/~?~./{ ~ ,~i~ Copy mailed to attorney for the Personal
' ' .... /' ' '"~ '-' "--- .~ Representative on ,2003
NOTARY
K. .,
~}<b~.~-0'l~An",,'~,-(:; CLERK OF THE CIRCUIT COURT
~ ~ GEORGIA ~ ~ By:
~ ~ FEB. 6, 2004
-,,, ~d'r"r cO..,,
vanderbilt MORTGAGE AND FINANCE, INC.
Mailing Address: P,O, Box 9800 · Maryville, TN 37802
Street Address: 500 Alcoa Trail · Maryville, TN 37804
Phone: (865)380-3000 · Fax: (865)380-3772 · Toll Free: 1~800-970~7250
Probate Claim: i
Docket No.
Vanderbilt Account No.~.~._~
Dear Sirs:
The above referenced individual passed away in')la~., OF 2003. The estate is indebted to
Vanderbilt Mortgage and Finance, Inc. in the amount ors ?, ! gg, ~_ (Current Principal
Balance ), see attached security agreement. This amount reflects all re~nds, credits, and set-offs
due the customer.
The current payoff amount is $
Please enter the above referenced amount as a debt owed by the estate of
.
Th~k you for your cooperation in tbs matter.
Cordially,
JU la JUlian ~ : ,
Recove~ Department
Ph~865.380.3000 ext 2759
Ph~800.970.7250 ext 2759
Fax~ 865.380.3772
Cc:File ~
Vanderbilt MORTGAGE AND FINANCE, INC.
Mailing Address: P.O. Box 9800 - Maryville, TN 37802
Street Address: 500 Alcoa Trail · Maryville, TN 37804
Phone: (865)380-3000 · Fax: (865)380-3772 · Toll Free: 1-800-970-7250
Chapter 175, Public Acts 1939
Creditor
CLAIM AGAINST ESTATE OF Vanderbilt Mortgage and
Deceased ~ Finance,Inc.
STATE OF TENNESSEE
COUNTY OF BLOUNT
Address: POB 9800
Maryville,Tn 37802
DATE CLAIM DUE I I--0 1 -~ ~E
Quantity items and nature of claim amount of claim credits.
Unpaid Balance $ ~; ! ~[r~ :~...-~- (Principal Balance Only).
STATE OF TENNESSEE
COUNTY OF BLOUNT
Comes Julia Julian and who being duly sworn, makes oath that the attached claim is correct, just
and valid obligation of the estate of ~.~,~2.~ ~ ~.~. and that neither the claimant
nor any other person on his behalf has re~eived~yment thereof, in~vhole or in part, except such
as is credited thereof and that no security thereof has been received except as therein stated.
Julia Juli~ ~
Sworn to and subscribed before me
This the 3~7"~ day of~l,a.~,2004 ..,
Notary Public _ _ _ t., ..
My Commission Expires ,fi--//- O~
Vanderbilt Accc~unt#
DateofDeath: o~j o~.o.g`~ ~7~ / J ~3 --
Will No.: N;ao_ Admin. No.: ~0J327¢
Pursuit to Rule 6.12 office Supreme Cou~ Ochans' Corn1 Rules, I repo~ the
follow~g with respect to completion 0f the a~stration of the above-captioned estate:
1. State whether a~s~ation of the estate is complete:
Yes7 No~
2. ~e ~swer is No, state when the personal representative re~onably believes
that the adm~s~afion MH be complete:
3. ~ the ~swer to No. 1 is Yes, state the follow,g:
a. Did ~e person~ representative ~e a ~al accost with ~e Co~?
No
b. Tile s~ate O~h~' Co~ No. (if ~y) for ~e personM representative's
accost is:
c. Did ~e'personM representative state ~ accost ~o~aHy to the p~ies
~ ~terest? Yes ~/ No ~'
c. Copies of receipts, rele~es, jo~ders and approvM offo~ or
~o~al accosts may be filed wi~ ~e Clerk of~e ~h~s' Co~
~d may be a~ached to t~s repo~.
Date: ~,k-V-oq ~~ ~
Si~e
Ad.ess
Telephone No.
Personal Representative
Counsel for~ersonal representative