HomeMy WebLinkAbout04-0860, PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Anna G. Sutton No.
also known as n/a To:
Register of Wills for the
SociaI Security No. 198-22-~)8g~ceased' County of in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or named
in the last will of the above decedent, dated ~0 ~ 11 ~(Jl1~ ~- ?004 ,19__
and codicil(s) dated n/a
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Lemoyne t Cumberland County, Pennsylvania, with
h er last family orprincipalresidenceat 608 State Street in the Berouah of
Lemoyne: Cumherl~nc] Celerity: P,=nn~ylxr~n'ic3 ~
(list street, number and muncipality)
Decendent, then 74 years of age, died 7 September 2004 , 19
at Holy .qpirit- l-ln~pil-al- Ra~- P~nn~hnrn 'l~n~.Tnqh~n
Except as follows, decedent did not marry, was not divorced and did not have~ child born or adopted
after execution of th~ will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: n/a ·
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 1.000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 55 t 000.00
situated as follows: 608 State Street in Lemoyne, PA
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron. ~ttesmmentary; aom~nlstratlon c.t.a.; administration d.b.n.c.t.a.)
~'= Larry ~.'. ~utton ~, ', .
3o
OATH OF PERSONAL REPRESENTATIVE ~
COMMONWEALT~ OF PENNSYLVANIA ~
COUNTY OF Cumberland ss
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or df first, and subscribed ~ X ~ ~
be~m~s _~/ da~4 / -' ~
~~~~ ~ Larry E. Sutton ~
~ 3'~ Re~ster [ ~
No.
Estate Of ANNA G. SUTTON
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~~2.~&~__ ~ .... 29_2_0_(L4, ia con~,ideralion c ,¢: c,;~!i~:u ,m
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DEC~ED that the instrument(s) dated 30 Auqust 2004
described therein be admitted to probate and filed of record as the last will of Anna G. Sutton
and Letters testamentary "
are hereby granted to Larry E. Sutton
Register Of
FEES
Probate, Letters, Etc .......... ${1~-O~ Samuel L. Andes, 17225
Short Certificates( ) .......... $ ],~ .OO
ATTORNEY (Sup. Ct. I.D. No.)
525 N. 12th Street
~.~ $ q. OO Lemoyne, Pa 17043
$ ~ '...__~ 0_' C~,~__ ADDRESS
TOTAL
Filed .~ .'.':~ 7.0.4 ...................... (717) 761-5361
PHONE
his is to certit~, that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 " " ~ /~ ~--"J~.et.e.~,.<.~...
~ ~ 1 Local Registrar (/
P 10530667
~}Nz~,~ SFP 0 9 ZOO4
No. ~ Date
COMMONW~LTH OF PENNSYLVANIA · DEPAR~ENT OF HEALTH · VITAL RECO~S
CERTIFICATE OF DEATH
Anna G. Sutton DArEOF~RTH SIRI.~CE 198- 22,',
74TM
6,193~ New Cumber
~ ~0 White
Homemaker Home ,zv.D .o~
608 State Street ~CTU~ ~r..S~m O,~ '~-D
Larry Sutton, Sr. ~.~ ~ ~ ~an~oa~, ~ver, PA 17315
~pt. 13, 2004~uphinMemorial Park ~,Dauphin, PA 17018
I
WILL
OF
ANNA G. SUTTON ~,, '~'
I, ANNA G. SUTTON, of the Borough of Lemoyne, Cumberland C~nty, ~,
Pennsylvania, declare this to be my last will and revoke any will Previou~ made by me.
ITEM I. I direct that all my just debts and funeral expenses, inclu~g my ":
gravemarker and all expenses of my last illness, and any and all taxes and assessments
imposed by any governmental body as a result of my death, whether on property passing
under this will or otherwise, shall be paid from my residuary estate as soon as practicable
after my decease as a part of the expense of the administration of my estate.
ITEM I1. I give, devise, and bequeath all of my possessions and estate of every
nature and wherever situate to my son, LARRY E. SUTTON, of Dover, Pennsylvania,
provided he survives my death by sixty (60) days. Should my said son predecease me or
be deceased on the sixty-first day after my death, I give, devise, and bequeath all of my
possessions and estate of every nature and wherever situate to such of his issue, per
stirpes, as survive my death by sixty (60) days.
ITEM III. I ask that my son, ROBERT B. SUTTON, voluntarily pay one-half of any
inheritance or estate taxes imposed upon any of the assets I own at the time of my death,
as a demonstration of his love and affection for his brother, Larry.
ITEM IV. I appoint my son, LARRY E. SUTTON, executor of this my last will.
ITEM V. All of the interests of the beneficiaries hereunder shall not be subject to
anticipation or to voluntary or involuntary alienation nor shall they be subject to any
execution or attachment.
ITEM VI. In addition to the other powers and authorities granted to my personal
representative by Pennsylvania Law and by the other
terms
and
provisions
of
this
will,
I
hereby give to my personal representative the following powers and authorities effective
without court approval and until actual distribution of all property: to compromise any claim
or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind,
and in such manner as my personal representative may determine and at valuations finally
to be fixed by them; to invest in all forms of property, including any stock or other
securities in any corporate fiduciary or its successor without restriction to investments
authorized for Pennsylvania fiduciaries, as my personal representative deems proper,
without regard to any principle of risk or diversification; to retain any or all assets of my
estate, real or personal, without regard to any principle of risk or diversification; to sell at
public or private sale, to exchange, or to lease for any period of time, any real or personal
property and to give options for sales, exchanges, or leases, for such prices and upon such
terms or conditions as my personal representative deems proper; and to allocate receipts
and expenses to principal or income or partly to each as my personal representatives deem
proper in their sole discretion.
ITEM VII. I direct that my personal representatives and fiduciaries shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this ~'b day of
~,L,(,_,~d_,u~. ~ , 2004.
ANNA G. SUTTON
Pa~e 2 of 4
The preceding instrument, consisting of this and two other typewritten pages, each
identified by the signature of the testatrix was on the date thereof signed, published, and
declared by ANNA G. SUTTON, the testatrix therein named, as and for her last will, in the
presence of us, who at her request, in her presence, and in the presence of each other,
have subscribed our names as witnesses hereto.
Samuel L. Ande~'J~
Pa~e 3 of 4
COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
The undersigned, being the testatrix whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, does hereby acknowledge that I signed and
executed the foregoing 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.
ANNA G. SUTTON
Sworn or affirmed to and acknowledged
before me by the testatrix named above
this ~C~day of /~(~L/~ , 2004.
Notary ~ublic
ltOIARIAL SEAL
AMY M. UARKIUS, NOTARY PUBLIC
tEMOYNE BORO,, CUMBERLAND COUN'~
MY COMMISSION EXPIRES JAN. 31, 2005
COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
WE, SAMUEL L. ANDES and LYNN EHRENFELD, 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 the testatrix sign and execute the instrument as her last will; that she signed
it willingly and that she executed it 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 18 or more years of age, of sound
mind, and under no constraint or undue influence.
Samuel L. Andes'"'-'
Sworn or affirmed to and Lynn Ehrenfeld'
acknowledged before me this
~-/-Jlday of ,/*g/~g/,~, 2004.
Notary-public -
M..A,K NS, NO'rA,¥ PUBUC
I. EMOY1'tE BORO., CUMBERLAND COLIN'Cf
~ COMMISSION EXPIRES JAN. 3t, ~005
~age ,t O:E ,:1
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Anna G. Sutton
Date of Death: 7 September 2004
Will No. Admin. No. 21-04-0860
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans
Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on 21 September 2004.
Name Address
Larry E. Sutton 2001 Red Bank Road, Lot 102, Dover, PA 17315
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
Date: 18October2004 ~lL. Ar~de~~~
Attorney-at-Law
525 North 12th Street
Lemoyne, PA 17043
· co (717) 761-5361
Counsel for personal representative
REV-1162 EX(11-96)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601 PEN NSYLVAN IA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004813
ANDES SAMUEL L
525 N 12TH ST
LEMOYNE, PA 17043
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ foJd
101 92,245.91
ESTATE INFORMATION: SSN: 198-22-7808
:ILE NUMBER: 2104-0860
DECEDENT NAME: SUTTON ANNA G
DATE OF PAYMENT: 01/07/2005
POSTMARK DATE: 01/07/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 09/07/2004
TOTAL AMOUNT PAID: 92,245.91
REMARKS: S ANDES ESQ
CHECK//5503
INITIALS: VZ
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA J .....
DEPARTMENT OF R~ENUE
DEPT. 2S0601 INHERITANCE TAX RETURN
HARRISBURG, PA1712~1~ R .... 2 I_ 0 4 0 8 6 0
= ESIDENT DECEDENT
DECEDE~S N~E (~T, FIRST, ~D MIDDLE IN~I~)
s~ SECUmW NUaSE.
Su~on, Anna G.
198 - 22 - ,7808
DA~ OF D~ (MM~Y~R) ~ DATE OF BI~ (MM-D~R) ~ ~RN MUST BE F~ IN DUP~ATE ~ ~E
09-07-2004 02-16-1930
REGISTER OF WILLS
(IF APPLICOn) SU~NG S~SE'S ~E (~T, FIRST, ~D MIDDLE INIT~L)
S~I~ SECUR~ NUMBER
none
~ 4. Lim~ Esate
~ 6. ~ent Di~ T~a~ ~ ~ of ~ ~ 7. D~e~ Mainain~ a ~ Trust (~ ~ d T~) ~ 8. Toal Numar d Safe ~ ~x~
~ 9. L~a~R~ ~ 10' S~IP~C~i~d~'2~'41~'"~) ~ 11. El~n~axun~.911~A)(~
NAME
Samuel ~. Andes ~ ~ILING~DRE~
FI~NAME(~) 525 ffo~h 12~h
TELEPHONE NUMBER ~oy~e, ~A 17043
1. ~1Es~(~aeA) (1) ~,220.0~
2. St~s a~ ~s (~ule B) (2)
3, C~ly Held ~, Pa~m~p ~ S~pd~hip (3)
4. Mo~ & No~ R~l~e (~u~ D) (4)
5. ~,Ba~&Mi~a~sP~p~ (5) 610.56 ~ ~ :~-: ~'~
(~ E)
7.In~r-~ Tm~ & M~s ~ p~
(~uH G ~ L)
8. Tm~ em~ ~m (~ U~ ~-7) ~,830.56
(~)
9. Fu~l~&~miN~(~ (9) 11,655.61
lO. ~ of ~ ~ ~a~s,& ~s(~ ~) (lO) ..3,265.89
~. Tm~ ~u~ (~ Un~ ~ & ~0) (~) 14,921.50
12. N~ Val~ ~ ~ ~ 8 mi~s Une 11) (12). 49,909.06
13. C~ a~ ~n~l ~ 9113 Tm~ f~ an ~n ~ ~x h~ ~ ~ (13)
~ (S~u~ J) ,
14. N~ Val~ Su~ b T= ~ 12 min~ ~ 13) (14) 49,909.06
SEE IN~UCT~NE ON R~RSE SIDE F~ ~PUCABLE
15. ~nt ~ Une 14 ~b~ at ~ ~ ~
rote, ~n~ un~r~. 9116 (a)(1.2) x .0 ~ (15)
16. ~nt~Une14~lin~lm~ 49,909.06 x .O~g (16) 2,245.91
17. ~U~ 14 ~ab~ at a~li~ rote x .12 (1~
18. ~nt ~ U~ 14 ~e a ~ateml m~ x .15 (18)
~. T~ ~ (~) 2,245.91
20. ~
...
Decedent's Complete Address:
S El'ADORES
608 State Street
crrY Lemoyne :~PA
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Cradits/Payments (1) 2,245.91
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interast/Penalty if applicable Total Credits (A + B + C ) (2)
D. Interest
E. Penalty
Total Interest/Penalty ( D + E )(3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(SA)
B: Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
Yes No
a. retain the usa or income of the property transferred; ............................................................................. [] []
b. retain the dght to designate who shall usa the property ffansfermd or its income;.....; ...................................... [] []
c. retain a reversionary interest; or ............................................................................... [] []
d. receive the promise for life of either payments, benefts or Care? ............................................................... [] []
2. ff death occurred alter December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in ffust for' or payable upon death bank account or sacufity at his or her death? .............. [] []
4. 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.
Under pe~alfies ol' perJu~, I ~adam Ihat I have examined ~ retum, induding accompanying schedules am:l stataments, a~l
SIGNA~L.IRE OF PERSON RESPONSIBLE FOR FILING RETURN
, Dover, PA 17315
~$~TATIVE DATE
ADDRESS ",J
525 North 12th Street, L~xm3~e, PA 17043
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. §911.6 (a) (1.1)(i)]. '
For dates of death on or alter 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 exem0t 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 stepparant of the child is 0% [72 P.S. §9116(a)(12)].
The tax rate imposed on the net value of transfers to or for the use of the decedent% 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.
'~" I 'SCHEDULE A
co~o.w~, o~ ~..sYLw.~ / REAL ESTATE
ESTATE OF · ' FILE NUMBER
Anna G SuEon
21-04-0860
ITEM ...... '
NUMBER DESCRIPTION VALUE AT OATE
~' Single family dwelling known and numbered as 608 State Street in the OF D~H
Borough of Lemoyne, Cumberland Count, Pennsylvania, consisting of
modest framed 3-bedroom dwelling in poor state of repair.
Valued using the 2004 Cumberland Coun~ Reassessment of the
prope~, a copy of which is aEached. $64,220.00
TOTAL (Nso enteron line 1, Recapitulation) $ 64,220.00
(If more space is needed, insert additional sheets of the same size)
~'~T~C~E~L~ / CASH, BANK OEP~81T~ ~ ~1~.
INHE~T~ T~ ~U~ · '
EETATE OF Afifi8 ~. ~u~ofi FI~ NUffiBER
21-04-0860
I~ ~ ~ of ~a~ a~ ~ ~ ~ ~ ~ ~ ~ ~ ~. A~ ~ ~1~ ~ ~e ~ht ~ lu~omhip mu~ ~ d~ on ~ub F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF D~TH
1. Ch~ckin~ 8ocount ~t ~&T Bsnk (Account No. 82g~g~O~) (~tstement $5.88
2. Miscellaneous items of furnishings, appliances, and other household $500.00
goods
3. 1971 AMC Hornet automobile. Not licensed or registered and not in
operating condition. $100.00
4. Refund from the Patriot News Co. $4.90
610.56
TOTAL (Also enter on line 5, Recapitulation) $
(ff more space is needed, insert acldilimal sheets of the same size)
829797071 CLASSZC CHECKZNG AUG. O$-SEP. 03,200fi I OF 1
oo 0 06125N NH 017
1983
ANNA G SUTTON
OR HR ROBERT B SUTTON
608 STATE ST
LENOYNE PA 170q3-1533
NEST SHORE PLAZA
ACCOUNT
ACTTVTTY
: POST]:NG:: i ..... :: ........................................ : .......... : ........ ::::: ::::::::::::
DE~/:TS~ ;~!TERESTil i !i i iCHECKSi :&OTHER
i!iD.~TEi i :.i :i:::: i ::!:-! i ii iYRANSA~¥~ON: DEScRiptiONi i &::OTHERiADDiyi~i
08-0.~-0~ BEGZNNZNG BALANCE
08-06-0q CHECK NUHBER 399~, I 121.00 0359.97
08-06-0~ CHECK NUNBER 3995 J 60.00 178.97
08-09-0~ PROVTDTAN CARD CHECKPAYNT 000000000003996 / 4q. O0
08-09-0" CHECK NUNBER 3999 / 24.95
08-09-04 CHECK NUHBER 4000 / 24.80 85.22
08-10-04 CHECK NUHBER 3997 / 33.51
08-10-04 CHECK NUHBER 3998 / 28.00 23.71
08-26-04 CHECK NUHBER 4001
I 18. OS S. 66
ENDZNO BALANCE
$$. 66
3994 08-06-04 121.00 3995 08-06-04 60.00 3997~ 08-10-0fi 33.51
3998 08-10-04 28.00 3999 08-09-04 24.95 4000 08-09-04
4001 08-26-04 18,OS 24.80
NHEN ZT CONES TO ZNVESTNEHTS, HOg DO YOU KNON NHAT'S RIGHT FOR YOU? LET THE
NiT IHVESTNENT GROUP HELP YOU BUILD AN INVESTNENT PORTFOLIO THAT FITS YOUR
IND/VIDUAL NEEDS. TO HAKE AN APPOINTNENT NITH AN N&T SECURITIES FINANCIAL
CONSULTANT, STOP BY YOUR NEAREST NiT BANK BRANCH TODAY.
ZNVESTNENT AND INSURANCE PRODUCTS: ~ ARE HOT DEPOSITS a ARE NOT FDIC-INSURED
~ ARE HOT ZNSURED BY ANY FEDERAL GOVERNMENT AGENCY ~ HAVE NO BANK GUARANTEE
~*NAY GO DONN IN VALUE.
DEPARTMENT OF TRANSPORTATION
C'ERTIFICATE-OF TITLE 'FaR A VEHICLE
o'4a6/o o :t
98175.134000
........ V~iCL~ 10E~IFI~ON ~UMBER ...... [ Y~R I MAKE OF.~EHICLE
1 = MIDGE ~CEE~ ~E MECH~ICAL
' ~ECOND L OF: ....
MAIUNG ADDRESS
000000
ANNA G SUTTON ~..~
608 STATE ST
LEMOYNE PA 17043 i ; ' .......
of°r the/~s~fi~ v~e.refl~ ~ep'em~/' (s) ~ ~mpany ~m~::~e~sywan~reln is ~ {a~uDepadm~fowner : '"
NAME
STREET
INVOICE INVOICE DATE DESCRIPTION ~ ~__ ~ ~ER-----[~--.--.__~_~0~
0007~6382091604 9/16/2004 Vchr: ¥C279889
~ ~co~ ~o~q
Refund' D04 $4.90 $4 one'--'~
PRINT BATCH VENDOR CODE PAY TO N, AM]3 ~ ~
$4.90
REV-1511 EX+ (12-99) . I I
COMMONWEALTH OF PENNSYLVANIA ' J FUNERAL EXPENSES &
INHERITANCE TAX RETURN / ADMINISTRATIVE COSTS
ESTATE OF Anna G. Sutton FILE NUMBER
21-04-0860
Debts of ~,~c~eii~ must be reported on Schedule
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES: AMOUNT
1.
Stone & Murray Funeral Home (see bill attached) $5,612.00
B. ADMINISTRATIVE COSTS:.
1. Personal Representative's Commissions
Name of Personal Representative(s).
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State. Zip
Year(s) Commission Paid:
2. A,omey Fees Samuel L. Andes $3,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State ... Zip
Relalionship of Claimant to Decedent
4. Probate Fees Register of Wills 161.00
5, Accountant's Fees
6. Tax Return Preparer's Fees
7. Cumberland Law Journal (advertising)
The Sentinel (advertising) $75.00
Interim payment to Bankruptcy Trustee pending conclusion of $102.11
bankruptcy action
Cost to maintain residence prior to distribution to heir (see. Schedule 1 $180.00
attached hereto)
$8O5.5O
TOTAL (Also enter on line 9, $ 11,655.61
(If more space is needed, insert additional sheets of the same eize)
SCHEDULE I ATFACHED TO SCHEDULE H
Utility Bi[Is
PPL - etectricity $42.65
Phone bit[ $75.89
Water bit[ $88.56
Sewer bi[[ $60.00
Fire insurance S76.00
Repairs - furnace $57.40
UGI - heat bi[Is $405.00
$805.50
SCHEDULE I
COMMO"WE*'T. OF~..SY, V^.,^ ~ DEBTS OF DECEDENT. /
ESTATE OF ~
Anna G. Sutton ~
FILE NUMBER
21-04-0860
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. AMOUNT
Providian Credit Card (see statement attached) $1,725.89
2. Balance due to Bankruptcy Trustee in Decedent's Chapter 13 bankruptcy $1,540.00
(Bankruptcy File No. 1-99-04057)
TOTAL (Also enter on line 10, Recapitulation) $ 3,265.89
(If more space is needed, inser~ additional sheets of the same size)
I Providian ..,.o.
Providing More DUE DATE PAYMENT 09/14/2~ NUMBER
I~i~ ~ o~ ~ ~ (~ ~ or ~ i~
A~U~ ~CL~D (use blue or bl~ in~
Am;
Ho~ Phone: WoA Phong; N Make Ch~ks Payable ~o Pmvidlan
E-M~:
PROVIDIAN PROCESSING SVCS.
P.O. BOX 660487 ANNA G SUTTON
608 STATE ST 3oo3szo?
DALLAS TX 75266-0487 LEMOYNE PA 17043-1533
4559501400510479 0005200 0172589 0005200 13
~' ~ DETACH HERE '~'
~ ~ C COLRglSD 6092 0002 ~.O 7 040914
~" Aoceuflt Summary pa~, ! of ! N o00 3O0351O7
--- ~ Credifa & Payments . $52 00
~- ................. $1,800.00 +
TransacUons
Amoun~
FOR BILLING ERROR~ AND IMPORTANT INFORMATION, SEE REVERSE SIDE
Balance Category
~ Average -
Dab] Periodic Annual % Finance Grace
~ Dall-- Balance Rate ' Rate ~APR · Cha, es . Terms'
Standard Purchase - Current Cycle $1,207.25 ,0664%* 24.24%* $25.65
Standard CaSh - Current Cycle $540.22 Term A
r ,Your account i, iasued by Providlan ~.cem
CHARLES J. DEHART !!!
STANDING CHAPTER ! 3 TRUSTEE
MIDDLE DISTRICT OF PENNSYLVANIA
AGATHA R. MCHALE
ATTORNEY AT LAW P.O. BOX 410 AMY S. MASON
HUMMELSTOWN, PA ! 7036 PARALEGAL
JULIE E. RODICHOK
TELEPHONE (7 ! 7) S66-6097 PARALEGAL
FAX (7! 7) 566-83! 3
December 1, 2004
Samuel L. Andes, Esquire
P.O. Box 168
Lemoyne, PA 17043
In re: Anna Sutton
Case No 1-99-04057
Dear Sam:
In response to your correspondence under date of November 23, 2004, please be
advised that Markian Slobodian is counsel of record in the bankruptcy case and remains such
until or unless he files a Praecipe to Withdraw and you file a Praecipe to enter your appearance.
The balance due and owing under the plan is $1,540.00. Since the plan confirmed
on December 8, 1999, is now five years from the date of confirmation and therefore the balance
due and owing must be paid in full.
If bankruptcy counsel were to send to me a Stipulation agreeing to make full
payment on or before January 31, 2005, I would be willing to sign that Stipulation and avoid the
necessity for a heating.
Thanks for your cooperation. I will await your response.
Very truly yours,
Charles J. DeHart, III
Standing Chapter 13 Trustee
CJD/dab
ESTATE OF
Arlna G. Sutton FILE NUMBER
21-04-0860
RELATIONSHIP TO
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s)
I. TAXABLE DISTRIBUTIONS (ir,dude outright spousal distributions) OF ESTATE
1.
Larry E. Sutton, Sr.
2001 Red Bank Road, Lot 102
Dover, PA 17315 son 100 %
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 1~ THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART ]"[. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
(if mom space is needed, insert addiliona/.sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDU~'T~)(ES
INHERITANCE TAX DIVISION-' "
PO BOX Z80601
HARRISBURG PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP lIZ-D4'
i8
i I: Lj.6
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-21-2005
SUTTON
09-07-2004
21 04-0860
CUMBERLAND
101
ANNA
G
('LCD!!
I [..I,f\
Of"\r-.I .~\-".....
"'~"..,i'" 1 "
.l H i :"",l\' . .
SAMUELCtJr",J\]1)lS ~
525 N 12TH ST
LEMOYNE
Allount Rellitted
PA 17043
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV :r!W-Eit-AFP-Cn---6J1--r:ioY-IcE-o'-iliHErtifAN-cE-TAx-l-PPR1-is!.if'lNT~-ALlowANc'"E-oR-----_._----- - --.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SUTTON ANNA G FILE NO. 21 04-0860 ACN 101 DATE 03-21-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
64,220.00
.00
.00
.00
610.56
.00
.00
(8)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
64,830.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
11,655.61
3.265.89
(11)
(12)
(13)
(14)
14.921 50
49,909.06
.00
49.909.06
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. AlIOunt of Line 14 at Sibling rat. (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CIS:
NOTE:
. .00 X
49,909.06 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
.00
2.245.91
.00
.00
2.245.91
DATE
01-07-2005
NUMBER
CD004813
+
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
2,245.91
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2,245.91
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z8060l
HARRISBURG, Plio l71Z8-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 04-0B60
ACN 05115543
DATE 04-27-2005
ItEV~1545 EX AFP (U~DBl
TYPE OF
ACCOUNT
o SAVINGS
IX] CHECKING
o TRUST
o CERTIF .
TO:
PA 17319
EST. OF ANNA G SUTTON
5.S. NO. 198-22-7808
DATE OF DEATH 09-07-2004
COUNTY CUMBERLAND
REHIT PAYHENT ANO
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE, PA 17013
FORHS
ROBERT
688 SAND
ETTERS
SUTTON
SPU~ DR
HOUSE
" & T BANK has provided the Department with the inforllation listBd below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If YOU feel this infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions May be answered by calling (717) 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 82979707 DOlt. 04-18-1976
Established
Account Balance
Percent Taxable
Amount Subiect to
Tax Rate
Potential Tax Due
x
343.90
50.000
171. 95
.045
7.74
To insure proper credit to your account, two
(Z) copies of this notice must acco.pany your
pay.ent to the Register of Wills. Make check
payable to: "Register of WUls, Agent".
x
NOTE: If tax pay.ents are made within three
(3) 1I0nths of the decedent.s date of death,
you may deduct a SA discount of the tax due.
Any inheritance ta~ due will become delinquent
nine (9) months after the date of death.
Tax
PA~ TAXPAYER RESPONSE
[!]f!i~l.~.dII"f~."~!i!li!i!~li~gj~.!i!i!.i!i!~lI..:\i\_!ili~W'~lli!1
[CHECK ]
ONE
BLOCK
ONLY
A. fQ1 The above inforllation and tax due is correct.
~ 1. You II8Y choose ~D re.it pay.ent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest~ or you may check bo~ "An and return this notice to the Register of
Wills and an official asses~ent will be issued by the Plio Department of RevenU9.
B. 0 The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's repreSllilntative.
C. c=J The above information is incorrect and/or debts and deductions wpre paid by you.
You IlUst cOllplete PART 0 and/or PART ~ below.
If you indicate a different tax rate, please state your
relationship to decedent:
PART
@]
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Oat. Established 1______
2. Account Balance 2
3. Percent Taxable 3 X
4. A.ount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7 X
8. Tax Due 8
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Co~utatlon)
Under penalties of periury, I decl.re that the facts I
co~let. to the best of .y knowledge and belief.
T~ittJ,.~~
I
$
have reported above are tru., correct and
HOME (717) 7.~ &- "01
WORK ( ):>1-/'>1';
TELEPHONE NUMBER
s-/Jo/tJ >
DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on infor.aUon
sub~itt8d by the financial institution.
Z. InheritancB tax beeD.as delInquent nine months after the decedant's data of death.
3. A joint account is taxable even though the decedant's na.e was added as a matter of convenience.
4. Accounts (including those held betwBen husband and wife) which the decedent put in joint na.as within onB yaar prior to
death are fully taxable as transfers.
5. Accounts established jointly between husband and wifs .ore than onB year prior to death are not taxable.
6. Accounts held by a decedent "in trust for" another or others are taxable fully.
REPORTING INSTRUCTIONS - PART
1
TAXPAYER RESPONSE
1. BLOCK A _ If the information and computation in the notice are correct and deductions are not being clai.ed, place an "X"
in block "A" of Part 1 of the "Taxpayer Response" section. Sign two copies and sub.it them with your check for the a.ount of
tax to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessment
(For. REV-1548 EX) upon receipt of the return from the Register of Wills.
z. BLOCK B _ If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance
Tax Return filed by the decedent's representative, place an "X" in block "B" of Part 1 of the "Taxpayer Response" section. Sign one
COpy and return to the PA Department of Revenue, Bureau of Individual Taxes, Dept 280601, Harrisburg, PA 11128-0601 in the
envelope provided.
3. BLOCK C _ If the notice information is incorrect and/or deductions are being clai.ed, check block "C" and co.plete Parts 2 and 3
according to the instructions below. Sign two copies and submit the. with your check for the amount of tax payable to the Register
of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (For. REV-1548 EX) upon receipt
of the return from the Register of Wills.
TAX RETURN
PART
2
- TAX COMPUTATION
LINE
1. Enter
NOTE:
the date the account originallY was established or titled in the .anner existing at date of death.
For a decedent dying after 12/12182: Accounts which the decedent put in joint naMes within one (1) year of death are
taxable fully as transfers. However, there is an exclusion not to exceed $3,000 per transferee regardless of the value of
the account or the nu.ber of accounts held.
If a double asterisk (..) appears before your first name in the address portion of this notice, the $3,000 exclusion
already has been deducted fro. the account balance as reported by the financial institution.
2. Enter the total balance of the account including interest accrued to the date of death.
3. The percent of the account that is taxable for each survivor is determined as follows:
A. The percent taxeble for joint assets established _ore than one year prior to the decedent.s death:
1 DIVIDED BY TOTAL NUMBER OF
JOINT OWNERS
Example: A joint asset registered
DIVIDED BY TOTAL NUMBER OF X 100 PERCENT TAXABLE
SURVIVING JOINT OWNERS
in the name of the decedent and two other persons.
B. The percent taxable for assets created wIthin one year of the decedent's death or accounts owned by the decedent but held
in trust for another individual(s) (trust beneficiaries):
1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) - .167 X 100
16.7% (TAXABLE FOR EACH SURVIVOR)
1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100
PERCENT TAXABLE
Exa.ple: Joint account registered
the decedent.
1 DIVIDED BY Z (SURVIVORS) = .50
in the naMe of the decedent and two other persons and established within one year of death by
X 100
50% (TAXABLE FOR EACH SURVIVOR)
4. The a.ount subject to tax (line 4) is dete~ined by .ultiplying the account balance (line 2) by the percent taxable (line 3).
5. Enter the total of the debts and deductions lIsted in Part 3.
6. The a.ount taxable (line 6) is determined by subtracting the debts and deductions (line 5) from the a.ount subject to tax (line 4).
7. Enter the appropriate tax rate (line 7) as determined below.
death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0%.
The lineal class of heirs includes grandparents, parents, children, and lineel descendents. "Children" includes natural children
whether or not they have been adopted by others, adopted children and step children. "Lineal descendents" includes all children of the
natural parents and their descendents, whether or not they have been adopted by others, adopted descendents and their descendants
and step-descendants. "Siblings" are defined as individuals who have at least one parent in common with the decedent, whether by blood
or adoption. The "Collateral" class of heirs includes all other beneficiaries.
Date of Death Spouse Lineal Sibling C011.te...a1
07101/94 to 12131/94 3X 6% 15% 154
01/01195 to 06/30/00 OX 6X 15X 15X
07/01/00 to p....sent OX 4.5%'- 12X 15X
_The tax rate l.posed on the net value 0' transfers from a deceased child twenty-one years of age or Y
ounger at
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and deductions are deterMined as follows:
A. You legally are responsible for pay.ent~ or the estate subject to ad.inistration by a personal representative is insufficient
to pay the deductible ite.s.
B. You actually paid thB debts after death of the decedent and can furnish proof of pay.ent.
C. Debts being claimed must be It8lllizad fully in Part 3. If additional spacB is needed~ use plain pap8r 8 Ill" x 11". Proof of
paYllent lIay be requested by the PA Depart.ent of Revenue.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1712B.0601
REV-1162 EX( 11 -96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SUTTON ROBERT
688 SAND SPUR DR
ETTERS, PA 17319
_n__n_ fold
ESTATE INFORMATION: SSN: 188-22-7808
FILE NUMBER: 2104-0860
DECEDENT NAME: SUTTON ANNA G
DATE OF PAYMENT: 05/11/2005
POSTMARK DATE: 05/10/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 09/07/2004
NO. CD 005314
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
05115543 I $7.74
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$7.74
REMARKS:
CHECK# 5998
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION .
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLONANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSHENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (03-05)
: 3L}
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
06-27-2005
SUTTON
09-07-2004
21 04-0860
CUMBERLAND
198-22-7808
05115543
AIIOWlt R_i tted
ANNA
G
ROBERT
688 SAND
ETTERS
SUTTON
SPUK DR
PA 17319
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
1~-;[!'1ri!!:~'.irGJ:-1'-I'....................................................................................
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-27-2005
ESTATE OF SUTTON
ANNA
G DATE OF DEATH 09-07-2004
COUNTY
CUMBERLAND
FILE NO. 21 04-0860
TAX RETURN WAS:
S.S/D.C. NO. 198-22-7808
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
05115543
FINANCIAL INSTITUTION: M & T BANK
ACCOUNT NO.
82979707
TYPE OF ACCOUNT: () SAVINGS (lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 04-18-1976
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
343.90
0.500
171. 95
.00
171.95
.45
7. 74
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
DR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-10-2005 CD005314 .00 7.74
TOTAL TAX CREDIT 7.74
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~'S, \L
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 7/27/2006
SUTTON LARRY E
2001 RED BANK ROAD LOT 102
DOVER, PA 17315
RE: Estate of SUTTON ANNA G
File Number: 2004-00860
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:
9/07/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
1/, . 0" . b-.,Lh~jl
zUf~~ 1~'Ulj ~-71v
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/27/2006
ANDES SAMUEL L
525 NORTH 12TH STREET
LEMOYNE, PA 17043
RE: Estate of SUTTON ANNA G
File Number: 2004-00860
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted adn~inistration.
This filing is due by:
9/07/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
f;. G~ .L1-L ~
/...~ 0~'YWJ.4'tA4ddU
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Anna G. Sutton
Date of Death: September 7, 2004
Will No.
Admin. No. 21 04 0860
To the Register:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Ftules, 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: yesL no_
2. If the answer is No, state when the personal representativ1e reasonably believes
that the administration will be complete: N/~
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: /\//1\
C. Did the personal representative state an account informally to the
parties in interest? YesL No_
D. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court and
may be attached to this report.
Date: 8\~~O(o
c _
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Samuel L. Andes
P.O. Box 168
Lemoyne, PA 17043
Telephone # 717 7E31-5361
Name:
Address:
Capacity:
L Counsel for Personal
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epresentatlve
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Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 2'10-6345
Date:
7/27/2006
SUTTON LARRY E
2001 RED BANK ROAD LOT 102
DOVER, PA 17315
RE: Estate of SUTTON ANNA G
File Number: 2004-00860
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
9/07/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
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Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Register of Wills of Cumberland Coun.ly
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Estate No.:
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 0 No 0
2. lfthe answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. lfthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a fmal account with the Court?
Yes 0 No 0
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 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date:
Signature
Name
Address
Telephone No.
Capacity: 0 Personal Representative
o Counsel for personal representative
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