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HomeMy WebLinkAbout03-21-12IN RE ESTATE OF IN THE COURT OF COMMON PLEAS PETER N. KUTULAKIS CUMBERLAND COUNTY, PENNSYLVANIA Register of Wills No.: 1997-00716 PRAECIPE TO FILE AFFIDAVIT OF RECORD To the Register of Wills: Please file the attached Affidavit of Steven J. Schiffman, Esquire, of record in the above captioned matter. Respectfully submitted, SAIDIS, S~LIVAN & ROGERS 3 - ZI V 7.~~~-- ,Dean E~eynosa, Esquire Attorney Id. 80440 26 West High Street Carlisle, PA 17013 (717) 243-6222 Counsel for Respondent Mary D. Kutulakis r~ , ij ~ ~" ~ ~ ~~ . _ , ~, ~ , F ; _v C--. ..._ :~ ~, ~ ~' IN RE ESTATE OF IN THE COURT OF COMMON PLEAS PETER N. KUTULAKIS CUMBERLAND COUNTY, PENNSYLVANIA Register of Wills No.:1997-00716. ~~ } ~_ .~ : :a, AFFIDAVIT OF STEVEN J. SCHIFFMAN, ESQUIRE ?~~ "a,~ ->~„~ - .. I, Steven J. Schiffman, Esquire, being duly sworn according to law, ~ --, ; _=; . , -.~: - _ _c depose and state as follows: ~ -~~ ~;, C.!? "Tl ~~ 1. I, Steven J. Schiffman, Esquire, was retained by the Estate of Peter N. Kutulakis to represent the estate through the probate process. 2. The Executor of the Estate of Peter N. Kutulakis was Thomas M. Place. 3. I concluded my representation of the Estate of Peter N. Kutulakis on or about April 27, 2000. 4. Upon the conclusion of my representation, Isent aletter to Thomas M. Place on or about April 27, 2000, detailing the estate administration and notifying Mr. Place that the estate administration was now complete. 5. I verify that the letter attached hereto as Exhibit A is a true and correct copy of the letter sent to Thomas M. Place on or about April 27, 2000. 6. Upon the conclusion of my representation, lalso sent letters to Mary D. Kutulakis and Jason P. Kutulakis on or about April 27, 2000, detailing the estate administration and notifying each that the estate administration was now complete. 7. I verify that the letter attached hereto as Exhibit B is a true and correct copy of the letter sent to each Mary D. Kutulakis and Jason P. Kutulakis on or about April 27, 2000. 8. Jason P. Kutulakis' letter was sent the address that I had on file for him which was 411 Barnstable Road, Carlisle, PA 17013. 9. I did not receive the letter addressed to Jason P. Kutulakis back from the postal service. 10. Additionally, the letter addressed to Mary D. Kutulakis and Jason P. Kutulakis noted that income tax schedules were included with the April 27th letter since there were tax consequences to each beneficiary. 11. I verify that the letters attached hereto are true and accurate copies of the letters in my file concerning the Estate of Peter N. Kutulakis. 12. The above statements are true and correct based upon my personal knowledge. Date: 3 ~~~ ~ 2 .~ ,'~~ ~-- ~ /,F' Steven J. S ffman, Esq. COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF ~~ ~-~'~-"''z' : ,i On this, the ~~' day of ~'YI C~,~ c~'1/ 2012, before me, the undersigned officer personally appeared Steven J. Schiffman, Esquire, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. In Witness Whereof, I have hereunto set my hand and official seal. ~` ~/~ ~ ,r ' `"' (SEAL) Title of Officer COMMONWEALTH OF PENNSYLVAMA 2 NOTARIAL BEAT, Ikbra A. Evangelisti, Notary public Susquehanna Township, Dauphin County My commission expires May 07, 2012 Apri127, 2000 LORI K. SERRATELLI STEVEN 1. SCHIFFMAN Thomas M. Place, Esq. MICHAEL F. BROWN The Dickinson School of Law 150 South College Street RONALD L. CALHOON Carlisle, PA 17013 ANDREW ). OSTROWSKI Re: Estate of Peter N. Kutulakis DEBORAH L. PACKER Dear Tom: STEVEN ~. SPAHR Enclosed please find copies of the final fiduciary returns; final status MAURA B. MUNDY report and letter to the beneficiaries. The Estate administration is now complete. MELANIE L. ERB If you wish to obtain any original documents from the file, please let me know within the next thirty days; otherwise, the file will be placed in storage. GARTH A. STEPHENSON or co~~,>ei If you have any questions, do not hesitate to contact me. Thank you. (MD & DC bar C)ni~ 1OHN D. SHERIDAN Very truly yours, o~ c~~~~,~~i ...... _ ... SERRATELLI, SCHIFFMAN, P.C. SJS/dae SuirE 201 Enclosures 2080 Lixc~ESTO~~~~ ROAD H~,~.ei~[3~.FC;. P.A 1 ; 11 0-9~~-0 (717) 540-9170 FAX (i 1 71 X405-tS LORI K. SERRATELLI STEVEN ~. SCHIFFMAN Register of Wills MICHAEL F. BROWN Cumberland County Courthouse RONALD L. CALHOON One Courthouse Square Carlisle, PA 17013 ANDREW ). OSTROWSKI Re: Estate of Peter N. Kutulakis DEBORAH L. PACKER No. 1997-00716 STEVEN ~. SPAHR Dear Sir/Madame: MAURA B. MUNDY Apri127, 2000 Enclosed for filing, please find the original and one copy of the final status MELANIE L. ERB report with regard to the above captioned matter. GARTH A. STEPHENSON please time and date stamp the extra copy and return it to our office in the or co~ll,~~i enclosed envelope. (MD & DC Bars Onlvi IOHN D. SHERIDAN Thank you, in advance, for your assistance in this matter. or co~l~„~i ...................... SuiTE zol /dae 2080 Li:~c~ESTO~~ ~ Ru,~ Enclosure HARRISBI.'RG, P;~ cc: Thomas M. Place, Executor 17110-9670 (717) 540-9170 F.~ti (71 71 ~ 30-~-3S1 Very truly yours, SERRATELLI, SCHIFFMAN, BROWN & CALHOON, P.C. G Debra A. Evangelisti, Paralegal STATUS REPORT UNDER RULE 6.12 Name of Decedent: Peter N. Kutulakis Date of Death: August 5, 1997 Will No. 1997-00716 Admin. 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 _ x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes x No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No x 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 atta d o this report. Dated. y ~7-~O~T1 ~` S a Steven J. Schiffman Esq `~ Name (Please type or print) 2080 Linglestown Rd., Suite 201 Harrisburct, PA 17110-9445 Address (717) 540-9170 Telephone Number Capacity: Personal Representative x Counsel for Personal Representative Apri127, 2000 LORI K. SERRATELLI STEVEN f. SCHIFFMAN MICHAEL F. BROWN Mary D. Kutulakis Jason P. Kutulakis 505 Barnstable Road 411 Barnstable Road RONALD L. CALHOON Carlisle, PA 17013 Carlisle, PA 17013 ANDREW ~. OSTROWSKI Re: Estate of Peter M. Kutulakis DEBORAH L. PACKER Dear Mrs & Mr. Kutulakis: $TEVEN ~. SPAHR Please be advised that the administration of the Estate of Peter N. MAURA B. MUNDY Kutulakis is now complete. MELANIE L. ERB The final fiduciary tax returns have now been filed. During the final year of the Estate any income/losses are passed through to the beneficiaries of the GARTH A. STEPHENSON Estate. In that regard, I have enclosed a Schedule K-1 and Schedule L for each of car c~~~~~,<<i you which should be provided to your tax preparer for use in preparing your in~D c oc ~<,~> cr,,i~ personal income taxes for the 2000 tax year. JOHN D. SHERIDAN ~; c~,~,;,;E; Also enclosed is a short accounting which details the distribution of the Estate funds from -the date of the formal court accounting to the present. Thank you for your attention. s~~~TE zol 2080 LI~GLESTOvv,~ R~:>>.o SJS/dae H,~~:~s~~~,, Pn ~ : > > o-~~,,-o Enclosure (71 7) 5 4 0- 9 1 7 0 cc: Thomas M. Place, Executor Very truly yours, SERRATELLI, SCHIFFMAN, BROWN ~ CA~HOON, P.C. Steven FINAL SHORT ACCOUNTING Balance Remaining - 10-18-99 $229.61 11-13-99 Interest Deposit 4.72 Add-In Penn Credit Corp. Uncashed Check #163 .21 Add-In Chex Systems Uncashed Check #172 11.84 246.3 8 Balance Due to Serratelli, Schiffinan, Brown & Calhoon: 675.00 Write-Off: 428.62 Balance: _0_ CERTIFICATE OF SERVICE I hereby certify that on this a I ''day of March, 2012, a true and correct copy of the foregoing document was served upon the party listed below, via First Class Mail, postage prepaid, addressed as follows: The Honorable Eugene E. Fike Somerset County Courthouse 111 E. Union Street Somerset, PA 15501 Jason P. Kutulakis, Esquire Two West High Street Carlisle, PA 17013 SAIDIS, SULLIVAN & ROGERS De eynosa, squire Attorney Id. 80440 26 West High Street Carlisle, PA 17013 717-243-6222