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
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IN RE ESTATE OF IN THE COURT OF COMMON PLEAS
PETER N. KUTULAKIS CUMBERLAND COUNTY, PENNSYLVANIA
Register of Wills No.:1997-00716. ~~ }
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AFFIDAVIT OF STEVEN J. SCHIFFMAN, ESQUIRE ?~~ "a,~
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I, Steven J. Schiffman, Esquire, being duly sworn according to law, ~ --, ; _=;
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depose and state as follows: ~ -~~ ~;,
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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
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/,F' Steven J. S ffman, Esq.
COMMONWEALTH OF PENNSYLVANIA
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COUNTY OF ~~ ~-~'~-"''z' :
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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.
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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,
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...... _ ... SERRATELLI, SCHIFFMAN,
P.C.
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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.
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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.
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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