HomeMy WebLinkAbout01-0462
.'
.
Register of '1/1119 of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
Julie Hartin
No.
21-01-462
also known 8S
. D.ceased Sectal Security No.1 ~ 1- 66- 8 7 3 9
Pedllon'!1II, who 11I1f. III Y.If. of.~ or old., 1A'1r(1"'"/or:
(COMPLETE '/t.' OR "8' BELOW:)
0_ A. Probate and Grant of lett.r. T Istamentary and avwr "t Petldanerel) 1tI... the IXlcut -"lUIIld In th. .... wm of
Ihe Decedenl, dal8d and codlcll(l) dabld
SIIe...~ d__...... ~.dMlfl.,.I_llf,_
Except a. foDew., Decedent dd not marTY. we. not divorced, and did not have a child bom or _pted alter execullon of the cbcumentl
off.,.d for probate: we. not lhe ~cllm 01 . kJIllnl ..d wel never adjudcated Incompetent:
13.
B~ Grant of leUI,. of Admlnlstrallon
(d.ll..n.c:.La.:oendent.lle; *- Itlsellla: dur....lftnorfI..
Petltloner(l) .lI8r a prof*' .,arch h.""..... .scertalned th.t Decedent I,ft no WHland wa. .unIved by the fol1owlno spaus. (If any) and
heir.:
Relationship
Residence
24 Brentwood Road
. p-
(C PlEJE
Decedent wa. domiciled at de.'" fn Cu m b 2 rIa n d
.N
or principII residence at 24 Brentwood Road Camp qi 11
. (Ill ...... mmIIIr wid """a,atily'
Decedent, then 2 7 y.... of age. did :a.. p r i 1 R . ftx'} 0. C\I
Decedent at dealh owned ~ Wllh e.llmallld valulS as fonows:
(If domiciled In PAl All personal property
(If not domiciled In PAl Personal pr'Ollerty In Pennsylvania
(If not domiciled In PAl P8r1onll propfJt1y In County
Value of .... 1I"1a In PennsylvanJa
County, Pennaylvanl.. with hlllher last .amily
p;=!. 1 7n11 (ea-sb. ~~~nsbo..o \\J..)~
Schuylld 11 ~nllnty
(location'
S
$
S
$
o
o
n
o
situated as tanaws:
.\ I
1
Wherefor., PetllJoner(s) respectful, requesl(s, the probate of "'e last WiR and CodlCll(s) presented with this Petition and th. grant of
'ell8rs In thl epproprial8 Iorm to the undersigned: '
Road
F"onn .RW.f PaQe f 012
Prepared by the Pennsylvenla S. Allodallon 199'
/~-:;;2~ 9- /'Y
:.
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petltloner(s) above-named swear(s) or atorm(s) that the statements In the foregdmg Petlllon:aretnH (,
and correct to the best of the knowledge and belief of Petltloner(s) and that. as personal representatlve(s) of
!he Decedent. PeUUoner(s) wiD weU end tru~ 17~rng \0 lew. -';':,
Swam to or affinned and subscribed ~ (l~ ~ ". .
before me this 9th day oi .
MAY Jtl2001
7~'yrl~;b?m;,d/ /~4
, For th Register ;/
N~ 21-01-462
Estate of ,r 11 1 i p M rl r t: i n Deceased
Socfal Security No: 161-66-8739 Date of Death: April 8,2001
AND NOW, MAY 10 . 1$:2001 . In consideration
of the Petition on the reverse ~Ide hereo.n, satisfactory proof having been presented before me,
rr IS OECREED that letters 0 Testamentary e Of AdmlnlstraUon
d.llAc.t.&;......1le; dur.... _~ eM.... .......
A.
are hereby granted to Andrew" Mart i n
In the above estate and that the Inslrument(s) dated
described In the PeUllon be admitted to probate and flied of record as the last Win of Decedent.
FEES
leU'era ....................... S
Short Certlflcate(s) .... $
Renunciation ............ $
Affldavits ( ) ........_.. S
Extra Pages ( ) ......... S
Codicil ...................... J
JCP Fee ................... ,
18.00
12.00
~b;V Q. ~././.y~""'~A7t"./ ,. ~"" -"'</
R-,sl8r ilia
AnornlY:
1.0. No:
Harry T. Coleman, Esquire
491'37
Address:
205~207 North Was~ington Avenue
5.00 .
Tetephone:
570-348-0200
570-348-0273 f~*-.
\ ~
I
, .
Scranton, Pa 18503
Inventory .................. ~ ,
Other ....................... S
TOTAL ............. S 35.00
Fonn lAW., P!qe 2 012
Pr8f*eO by ltIe Pennsylvw1la e. AllOdatlon '09'
HI05.805 REV ')/86
This is to certify that the information here given is correctly copied fran: an original certificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State VItal Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
7385785
No.
21-01-462
~~~.-u! ~~
Local Registrar
APR 0 9 2001
Date
Hl05.144 Rev. 1/91
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
PRINT
~
'NENT
KINK
sex
..
UNDER 1 YEAR
Months Days
Julie
UNDER 1 DAY
Hours Minutes
. lb. Schuylkill
DECEDENT'S USUAL OCCUPATION
(Give kind of work done during mast
oIwork!r.ll.JJfe~,notu"""'ed) PA. STATE PRISON
. "0. 6Et;Rt..LARY "..
DECEDENT'S MAILING ADDRESS (STeel, CjtyfTown. State. Zip Code)
WAS DECEDENT" EVER IN
U.S. ARMED FORCES?
Yes D Nol)f
Ili:CEDENT'S
ACTUAL
RESIDENCE
(See instructIOns
on other srde)
17.. Stale
PA.
2.. BRENTWOOD RD.
CAI~ HILL,PA.17011
REV.STEPHEN MATYLEWICZ
CillffiERLAND
No, deCedent Jived
17d. within actual limits of
MOTHER'S NAME (First Middle, Maiden Surname)
MAUREEN WAYMAN NEPA j>;ATYLEIVICZ
17b.County
ST,(fE FILE NUMBER
SOCIAL SECURITY NUMBER
DATE OF DEATH (Month. Day, Year)
4/8/01
F
3. 161-66-8739
~~:iIY)~
RACE - American Indian, Black, White, elc.
(Specify)
W
SURVIVING SPOUSE
(If wife. give maiden name)
Did
decedent
liveina
township?
11C.O Y88:,decBDBntUvedifl
twp.
CAMP HILL
citylboro.
1..
INFORMANT'S MAILING ADDRESS (Street, CitylTown. Stale, Zip Code)
. D ROAD CAMP HILL PA. 17011
PlACE OF DISPOSITION. Name of Cemetery, Crematory lOCATION. CitylTown, State, Zip Code
or Other Place ./
....
To the best of my knowledge, death occurred al the time, date and place stated.
(Signature and Title)
23..
TIME OF DEATH
"c. MAPLE HILL AT.SALEM 1d. ARCHBALD,PA. 18403
NAME AND ADDRESS OF FACILITY
..c)3RENNAN & BRENNAN FH INC. CARBONDALE, P A. 18407
LICENSE NUMBER DATE SIGNED
(Month. Day, Year)
23b. 23c.
Wf$ CASE REFERRED TO MEDICAL EXAMINER/CORONER?
Ye.~
DATE PRONOUNCED DEAD (Month, Day, Year)
M 25. 4/8/01
27. PART I: Enter the diseases, InjuIie$ or complications which caused the death. Do not enter the mode of dying, such as cardiac or respiratory arrest, shock. or heart failure
List only one cause on each line.
.... 1: 03
P.
~Multiple Blunt Force Head, Neck & Chest
DUE TO (OR AS A CONSEQUENCE OF):
b.
DUE TO (OA AS A CONSEaUENCE OF):
DueTO (OR AS ACONSEQUENCE OF)'
d.
WERE AUlOPSY FINDINGS
AVA.IL.A8LE PRIOR 10
COMPLETION OF CAUSE
OF OERH?
MANNER OF DEATH
DATE OF INJURY
(Month, Day. Year)
...
IApproxlmate
: interval between
I ooset and death
TraUm~ sudde
,
!
NoD
PART II:
Other signifiC~t conditions contributing to -:'eath, bilt
not resulting In the undertying cause given III PART I
Fracture of Pelvic
Bones
TIME OF INJURY
approx.
INJURY /(f WORK? DESCRIBE HOW INJURY OCCURRED.
Multiple vehicle-
3~hain-reaction crash
LOCATION ISI'ee1. CIlylTowo. Slate) R t. 81 N
N.,",,, D Homicide D 4/8/01
Accident ~ Pending Investigation 0 3 . : 20 A. M.
Yes [JI. No 0 PLACE OF INJURY. AI home, farm. street, factory, office
281i. 28b. ~~icide 0 Couldnotbedet&rmlned 0 =~inQ.etc.(Specifyl Sta te Hig
CERTIFIER (Check only one)
-CERTIFYING PHVSICIAN (Physician cartifying cause of death when another physician has p1OllW1lCed death and completed Ilem 23)
Ta.... btetofmy knowledge, dNthoccUrrMdUetohcaUM{.)andmanner..~,.......,.,........,.".........""... ........,...
-PROHOUNCUtG AND CERTIFVlNQ PHYSiCiAN (Physician both pronouncing death and certifying to cause of death)
TothebMtofmyknowMdge,dHthOCCurrecl.tthetime, dIte'..ndplKe.andduetotheCllulllt{.).ndrnsnner..stIt~........,......
'MEDICA\. EXAMINER/CORONER
On the baUa of examination and/or InvutlgaUon, in my opInJoft. duth occurred at the time, date. end place. and due to the Cluae(e) and
manner..etated.....,..........,.....,...,.........................................,................,.........., .
318.
REGISTRAR'S StGNAnJRE AND NUMSEA
~8"'.r-~I~1
~
e cor
DATE SIGNED (MOnth, Day, 'lUr)
31c. N/A 31d 4/9/01
NAME AND ADDRESS OF PERSON WHO COMPlETED CAUSE OF DEATH
("em27JTypeorPrinl Franklin R. Fetter
24 Third Avenue
34.
E
-
CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent: Martin, JUlie
DmeofDemh: 04-08-01
Will No.:
Admin No.:
2001 00162
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 8/21 /01
Name
Address
Andrew Martin (husband)
7.4 Rrpnr.wood ROnd, r.amp Hill, PA 17001
Stephen Sf Ma'lreE'n MatylewiC'z 1J6 Rjm:.rvi!'>w T.;::)"!'>, .]!'>rmy", p~ lR4~'3
(father & mother)
Notice has now been given to all persons entitled thereto under Rule 5.6(a)c~
I
c~
Date: ~-15-01
~
r--
Harry T. Coleman, EG~.
Name
205 N. Washington Ave.
Scranton, FA 18503
Address
(570) 34~-tJ200
Telephone
Capacity: D Personal Representative
G Counsel for personal representative
~~/15/2001 12:20 FAX 570 348 0273
ABRAHAMSEN MORAN CONABOY
I4J 002
f--
CERTJFCA T!9~ OF NOTICE UNDER RULE 5.6(A)
Name of Decedent: Mart in, Jul i e
D~eofDeaili: 04-08-01
Will No.:
Admin No.:
2001 001e2
To thc 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 benefkialies ofthc above-captioncd estate on
Name
,Address
Andrew Martin (hti~band)
74 Brpntwoo~ ~n~d. C~mp Hill. PA 17001
Stephen i. Maureen M<.3tY'ewi.cz---L16 R~vervipw T.ane. .Jprmyn, 'P~ 1R4:i:i
Notice has now been giveu to aU persons entitled thereto under Rule 5.6(a~
Date: ~-15-01
-~ I C~
Signature I
Harry T. Col~m~RT Ecq.
Name
205 N. washington Ave.
scranton, PA 18503
Address
(570) 34~-0200
Telephone
Capacity: 0 Personal Representative
Q Counsel for personal representative
REV.1500 EX l&-OO)
j fo-J.J/1-/i
Rev-1500
~~
OFFICiAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
FILE NUMBER
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Number
f-
Z
W
o
W
U
w
o
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
IiltMin"Julie
DATE OF DEATH (MM-DD-YEAR)
M-08~200t
.
~.~ 1Il
0""
.0.0
.ce..2
U~CC
'"
1. Original Retum
2. Supplemental Return
4. Limited Estate
4a. Future Interest Comprise (date of death after 12.12-82)
5. Federal Estate Tax Return Required
';':.:, 8. Total Number of Safe Deposit Boxes
~,'~\.,i 11. Election to tax under Sec. 9113(A)
I!llLillIl-SoIlOl
6. Decedent Died Testate (Attach copy of Will)
7. Decedent Maintained a Living Trust (Attadl a copy of Trust)
10. Spousal Poverty Credit (date of death b<3twwn 12-31-91 and 1-1-95)
9. Litigation Proceeds Received
c
'"
-g
8-
~
~
8
1. Real Estate (Schedule A)
-'OFFICIAL use' ONLY
(1)
(2)
(3)
(4)
(5)
(6)
Exempt
2. Stocks and Bonds (Schedule B)
NfA
3. Closely Held Corporation, Partnership or Sole-Proprietorship
NfA
z
o
f-
<(
--I
=>
f-
a..
<(
()
W
c::
4. Mortgages & Notes Receivabl.e (Schedule D)
5. Cash, Bank Deposits & Misc. Personal Property (Schedule E)
NfA
$190,074.001
6. Jointly Owned Property (Schedule F)
1::::-i.:,:1 Separate Billing Requested
7. tnterNivos Transfers & Misc. Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1.7)
$0.00 ~
(7)
~
$0.00 ~............_...._........................................
(8)
$190,074.00
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
NfA
10. Debts of Decedent, Mortga!:l~ Liabilities & Liens (Schedule J)
(10)
NfA
11. Total Deductions (total Lines 9 & 10)
(11)
~n 00
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(12)
(13)
$190,074.00
$0 on
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
$190,074.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
Z rate, or transfers under Sec. 9116 (a)(1.2)
o
~ 16. Amount of line 14 taxable aUneal rate
~f-j
a. 17. Amount of line 14 taxable at sibling rate
~
o 18. Amount of line 14 taxable at collateral rate
()
x (15) $0.00
x (16) $8,553.33
x ,12 (17) $0.00
x ,15 (18) ~n 00
(19) $8,553.33
19. Tax Due
20. D
Decedent's Complete Address:
STREET ADDRESS
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
$8,553.33
Total Credits (A + 8 + C) (2)
$000
3. I nterest/Penalty if applicable
D. Interest
E. Penalty
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3) $0.00
(4)
(5)
(5A)
(58)
TotallnterestJPenalty (0 + 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 greaterth~n line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
Make Check
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:
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 revisionary 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 on year of death
without receiving adequate consideration? [1'.1'1',::"1'::'/
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? '!\jj'?ih,t"j:
Did decedent own an Individ':lal Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? Ih'j'UW';;Yi}1
Yes
No
2.
3.
4.
EB,,'JI:
t''''''''''''''''
'1(,;,
~,.i'.~',:,';!1
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 penaltles of pefj\lrj, I declare that \ ha....e examined this return, 'Including accompanying schedules and statements, and to the best of my knowledge and belief. it is true.
correct and complete.
Declaration preparer other than e personal representati....e is based on all the information ofwf'lich preparer has any knowledge.
lUNG RETURN
DATE
SIGNAT
(Andrew A. Martin)
ADDRESS
DATE
(Harry T. Coleman, Esquire)
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)J.
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 exemot 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 tvv'enty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of t~_e child is 0% [72 P.S. 99116(a) (1.2)).
The tax rate imposed on the net valu-e 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. s9116(a)(1.3)). A sibling is defined, under
Section 9102, as an individual who ~as at least one parent in common with the decedent, whether by blood or adoption.
REV.15otl EX+ (1-97)(1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Martin, Julie
24-01-00462
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of sUlVivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
$380,148.00
$190,074.00 (S.!:t';;re af :Qe<;eclent's
M",u~een Mat~ylewi<;z
balance af'intestat
$220,074.00
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$190,074.00
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
DDDDDoOoophoneDD
Telephone
8/4/2003
717-783-0972
717-783-3467 (fax)
idibert(@,state.Da.us (e-mail)
Joseph T Wright, Esquire
Wright and Associates
148 Adams Ave
Scranton, PA 18503
RECEIVED AUG
8 20Uj
Re: Estate of Julie Martin
File Nwnber: 2101-0462
Court Nwnber: US District Court for the Middle
District of Pennsylvania
Dear Mr. Wright:
The Department of Revenue has received the Petition for Approval of Settlement Claim to be filed on
behalf of the above-referenced Estate in regard to a wrongful death and survival action. It has been forwarded to
this Bureau for the Commonwealth's approval of the allocation of the proceeds paid to settle the actions.
Pursuant to the Petition, the 28 -year-old-decedent died as a result of a motor vehicle accident. Decedent is
survived by the decedent's spouse and the decedent's parents.
Please be advised that, based upon these facts and for inheritance tax purposes only, this Department has no
objection to the proposed allocation of the net proceeds of this action, $ 2,324,176.00 to the wrongful death claim
and $ 410,148.00 to the survival claim. Proceeds ofa survival action are an asset included in the decedent's estate
and are subject to the imposition of Pennsylvania inheritance tax. 42 Pa.C.S.A. !l8302; 72 P.S. !l!l9106, 9107. Costs
and fees must be deducted in the same percentages as the proceeds are allocated. In re Estate of MerrvmaQ, 669
A.2d 1059 (Pa. Cmwlth. 1995).
I OUst that this letter is a sufficient representation of the Department's position on this matter. As the
Department has no objections to the Petition,.all attorney from the Department ofRe"'lenue ~'il1not be attendio.g any
hearing regarding it. Please contactme if you Dr the Court has any questions or requires anything additional from
this Bureau. Finally, the approval of this allocation is limited to this estate and does not reflect the position that the
Department may take in any other proposed distribution of proceeds of a wrongful death / survival action.
Sincerely,
~ ib'eft
Of!!::!ess & Trust Valuation Manager
Inheritance Tax Division
Bureau of Individual Taxes
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/03/2005
COLEMAN HARRY T
205-207 NORTH WASHINGTON AVE
SCRANTON, PA 18503
RE: Estate of MARTIN JULIE
File Number: 2001-00462
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
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:
4/08/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~=~~
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~
Estate of MARTIN JULIE
Late of EAST PENNSBORO TOWNSHIP
RECEIVED MAY 11 2005~,^
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-01-00462
Date:
5/10/2005
NO.: 21-01-00462
COLEMAN HARRY T
205-207 NORTH WASHINGTON AVE
SCRANTON PA 18503
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS I COURT RULE
Personal Representative: ANDREW A MARTIN
Personal Representative Counsel: COLEMAN HARRY T
Date of Decedent's Death: 4/08/2001
Date of Delinquency Notice: 4/08/2005
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 3/03/2005
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
Personal Representative
Counsel
~~~
Glenda Farner Strasbaugh
Clerk of Orhans' Court
A hearing is scheduled for June 17, 2005 at 9:30 AM in
Courtroom No. 03. If the Status Report is filed prior to the
hearing date, the hearing will automatically be cancelled.
/lil111 tlA/\
f i iff Y U 1I:i! ~
GEOR~E /I HO~FER," 'P. J. ~
cP
5-18 05; 8:39AM;
; 111 111 1
# 1/
Phone# S7ct -z..g2-- 'l440
Fax # "570 - 2.€2.-1(.,oc.,
ills of Cumberland County
Post-it'" Fax Note 7671
To CoUiVtfJrJ
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Julie Martin
Date of Death: April 8,2001
Estate No.: 24-0100462
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 @ 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.1 is Yes, state the following:
a. Did the personal representative file a final 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 perso~representative state an account informally to the parties in
interest? Yes ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the lerk of the Orphans' Court an ay be
attached to this report.
Dat~ K -, Q -...f."J't" .
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Hnrry T. Coleman, Esquire
Name
76 N. Main Street, Carbondale, PA
Address
(t;70)?R? 7440
Telephone No.
Capacity: 0 Personal Representative
l!l Counsel for personal representative
j
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
COLEMAN HARRY T ESQUIRE
COURTHOUSE SQUARE
148 ADAMS AVENUE
SCRANTON, PA 18503
-------- fold
ESTATE INFORMATION: SSN: 161-66-8739
FILE NUMBER: 2101-0462
DECEDENT NAME: MARTIN JULIE
DA TE OF PAYMENT: 09/04/2003
POSTMARK DATE: 09/02/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 04/08/2001
NO. CD 002972
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,553.33
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: JOSEPH T WRIGHT JR
C/O HARRY T COLEMAN ESQUIRE
CHECK#104
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$8,553.33
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
LAW OFFICES
HARRY T. COLEMAN, ESQUIRE
Courthouse Square
148 Adams Avenue
Scranton, PA 18503
(570) 558-6680
Fax: (570) 558-6681
harrycolemanlaw@aol.com
T.H. Coleman Professional Building
76 N. Main Street
Carbondale, P A
(570) 282-7440
Please Reply to Scranton
September 2, 2003
Via Certified Mail - Return Receipt Requested
Register of Wills
Cumberland County Courthouse
Hanover & High Streets
Carlisle, P A 17013-3387
~
Re: Estate of Julie Martin
File Number 0001 00462
Dear SirlMadam:
, ,
"'-AJ
I am enclosing an original and four copies of an Inheritance Tax Return for litigation
proceeds in the above-referenced estate along with a check in the amount of$8,553.33 as
payment for tax due.
Please return a time-stamped copy of the Return to me in the self-addressed stamped
envelope provided.
Thank you.
HTC:ne
enclosures
LAW OFFICES
HARRY T. COLEMAN, ESQUIRE
Courthouse Square
148 Adams Avenue
Scranton, P A 18503
(570) 558-6680
Fax: (570) 558:-6681
harrycolemanlaw@aol.com
T.H. Coleman Professional Building
76 N. Main Street
Carbondale, P A
(570) 282-7440
Please Reply to Scranton
October 10, 2003
Register of Wills
Cumberland County Courthouse
Hanover & High Streets
Carlisle, P A 17013-3387
Re: Estate of Julie Martin
File Number 0001 00462
Dear Sir/Madam:
Enclosed please find a draft in the amount of$217.00 representing the additional fees due
in regard to the above estate.
Thank you.
HTC:ne
enclosure
\.,
Ih-c2.:2 r- /y
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
i:_.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-27-2003
MARTI N
04-08-2001
21 01-0462
CUMBERLAND
101
HARRY T COLEMAN
H T COLEMAN LAW
148 ADAMS AVE
SCRANTON
'*
REV-1547 EX AFP 101-05)
JULIE
OFCS
Allount Rellitted
PA'18503
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=is4j-EX-AFP-("OY:oiY-NOTicE--OF-YNHERiTANCE-TAX-A-PPRAisEifENT~--AL'rOWANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARTIN JULIE FILE NO. 21 01-0462 ACN 101 DATE 10-27-2003
TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel 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
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL 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. Allount of line 14 at Sibling rate (17)
18. Allount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
190.074.00
.00
.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage liabilities/liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
(11)
(12)
(13)
(14)
NOTE:
.00 X
190,074.00 X
.00 X
.00 X
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
(8)
190,074.00
00
190,074.00
.00
190,074.00
00 =
045 =
12 =
15 =
.00
8,553.33
.00
.00
8,553.33
(19)=
R.........~ l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-02-2003 CD002972 .00 8,553.33
09-02-2003 WRITEOFF .00 787.87
TOTAL TAX CREDIT 8,553.33
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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.)
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
ACN
2101-0462
101
Julie Martin
CHARLES WRIGHT
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Interest is abated in the amount of $787.87 from the delinquent date 01/08/02 to 09/02/03,
the date of receipt of the proceeds of litigation.
Interest is effective 09/03/03.
;I
/
/
ROW
Page 1
Estate of MARTIN JULIE
Late of EAST PENNSBORO TOWNSHIP
RECEIVED MAY 11 2005 .1r.I\
el\
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-01-00462
Date: 5/10/2005
NO.: 21-01-00462
~\\e,~
COLEMAN HARRY T
205-207 NORTH WASHINGTON AVE
SCRANTON PA 18503
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6. 12, SUPREME COURT ORPHANS I COURT RULE
Personal Representative: ANDREW A MARTIN
Personal Representative Counsel: COLEMAN HARRY T
Date of Decedent's Death: 4/08/2001
Date of Delinquency Notice: 4/08/2005
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 3/03/2005
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
Personal Representative
Counsel
~~~
Glenda Farner Strasbaugh
Clerk of Orhans' Court
A hearing is scheduled for June 17, 2005 at 9:30 AM in
Courtroom No. 03. If the Status Report is filed prior to the
hearing date, the hearing will automatically be cancelled.
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GEORGE iE HOFFER, P . J. ~
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5-18-05; 8:39AM;
post-Ir Fax Note 7671
CoI..&VII~J
Phone# 570 ...zg2,.- 'l44Q-
Fax # '570 - 2€2,- '7~o'"
; 1 1111 11
~ofCumberlandCountr
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Julie Martin
Date of Death: April 8, 2001
Estate No.: 2 4 - 0 1 00 4 6 2
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 @ No 0
2. lfthe answer is No, state when the personal representative reasonably believes that
the administration will.be complete:
3. lithe answer to No.1 is Yes, state the following:
m K-/Ci -flt"
Da,~\~
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a. Did the personal representative file a final 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 perso~representative state an account informally to the parties in
interest? Yes ~ No 0
c. Copies of receipts, releases, joinders and approval offormal or informal
accounts may be filed with the lerk of the Orphans' Court an ay be
attached to this report.
H~rry T. Coleman, Esquire
Name
# 1/
76 N. Main Street, Carbondale, PA
Address
(t;70)?R?-7440
Telephone No.
Capacity: 0 Personal Representative
.f!I. Counsel for personal representative
cI
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/03/2005
COLEMAN HARRY T
205-207 NORTH WASHINGTON AVE
SCRANTON, PA 18503
RE: Estate of MARTIN JULIE
File Number: 2001-00462
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
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 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:
4/08/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~=~~
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/03/2005
COLEMAN HARRY T
205-207 NORTH WASHINGTON AVE
SCRANTON, PA 18503
RE: Estate of MARTIN JULIE
File Number: 2001-00462
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
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:
4/08/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~=~
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~