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HomeMy WebLinkAbout01-0859 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION No. c11- 0 f - 359 To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Estate of ALAIN LINKS also known as Deceased. Social Security No. 058-80-2232 The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older applies for letters of administration on the estate of the above decedent. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 622 Wildwood Road, Carlisle, Lower Frankford Township. Decedent, then 36 years of age, died June 6, 2001, at 622 Wildwood Road, Carlisle, Pennsylvania. Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (Unot domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ unestimated $ $ $ Petitioner after a proper search has ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Amy E. Links Spouse 622 Wildwood Road, Carlisle, P A 17013 THEREFORE, petitioner respectfully requests the grant of letters of administration in the appropriate form to the undersigned. ~T ~. ~~ Arrly . Links 622 Wildwood Road Carlisle, P A 17013 (717) 243-8880 c \~1I~- 1 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. ~Y:~' ~ AyE. Links No. 21-01-859 Estate of ALAIN LINKS, Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW, SEPTEMBER 19, , 2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Amy E. Links is entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to Amy E. Links in the estate of Alain Links. Will Book # Page ~t!. :I'(/<L/{)'l1u.;1.(i.J~ ~ ~gister of Wills " 5.00 29.00 George B. Faller, Jr., Esquire (49813) ATTORNEY (Sup. Ct. LD. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, P A 17013 (717) 243-3341 FEES Letters of Administration Short Certificates(2 ) Renunciation JCP TOTAL $ 18.00 $ 6.00 $ $ $ Filed. .SEPl'.E.MRER. .19................A.D. 2001 CALLED ATTORNEY SEPTEMBER 19, 2001 F \FlLES\DA T AFILE\EST A TES\ 1 0398-petition.\etters l-;);:()':; nl,':::() This is to certify that the information here given is correctly copied fran: an original certificate of death dul~ filed with 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. me as No. ll.:- ~.~~~~ Local Registrar Fee for this certificate, $2.00 p 7402292 JUN I: 8 2001 Date Hl05.143 Rft. 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH FlINT N"ME ~ DECEDENT (FwSl. Middle. ~""I SEX STAfE FlU! NUMUR SOCI..L SECURITY NUMBER D.Q"E ~ oe..TH iMonth. De";. '_1 'lENT INK 4. June 6 2001 ~o .Q\ . Pa Old decedM ...In a -..Np? 1101.0 ~~'::::a1 MOTHER'S _(F... Middle. M_Sumome\ 1.. Denise 1Nf'00000rS MAILlHO MlORESS (SlraeI. Qy(Town. SIaIe, Zip Code. 622 Wildwood Rd. Carlisle, Pa Pl.M:E ~ OtSPOSITlON. Name aI Comet...,. Crem......, LOCA11ON. ~ SIal.. ~Code ... ou... Place ~fubling Gap Cemetery NAIolE ,,"0 ADDRESS ~ F.-clUTV er Funeral Horne Inc LICENSE NUMBER Fr~nkf'l"lrd ""'. 1711. r.nrnb ciIy/llOrO OR PERSON ACTING AS SUCH LICENSE NUM8ER nil. 9963 TO.... _ 01 my ImowNdge. deaUl _eel a\ 1M time. del. ancI ",ace ".'ed. (Sigrwlure and Tille) 23a. TIME OF DEATH (,: 35 Newville, 21d. Pa Ave (Month. Day. _I (diac or respiratory arresl. snoek or heen failure. H. I ApprgKirn.. '-- : or.- _ _a." I I PART"' ,...."" t.f\hI u..r OUE 10 lOR :t. CONSEOUENCE 01'): \ II. c. d. DUe 10 (OR AS A CONSEOUENCE 01'): DUE 10 (OR AS ACONSEOUENCE Of): WERE AUTOPSY FlNOtNQS MANNER OF DEATH AIN.Alll.E PRIOR 10 er COIIoIP\.ETlON OF CAUSE -.. 0 OF DeIJl11 Ibniclcle - 0 P~-lpt"'" 0 .....0 NoD -- 0 Could not lie del.....ined 0 OIJE OF INJURY (Man". Day, -. TIUE OF INJURV INJURY .Q" WORK? DESCRIBE HOW INJURY OCCURRED, ..... 0 NoD 210. 210. CEJlTIFIER 10.- cny oneI 'CERTII'YINO ~YSlClAH 1Phl"'C"l" CetWyong eaute d death _ """"'"' llhVSoCoan h.. pronounceo <lOath ana Corn(lIeteel h_ 231 To"'_ol...,~.de.m__.._eeuM(.,anclman...raa.tatad........,.............. .,..,..................."..,.. 21. . . M. Pl..ACE OF INJURY. AI hom.. farm, ..........CI....,._ ~.... 1St>ecM _. 'MEDICAL EXAMINER/CORONER On '''e...... 0' ...minatlon and/or In....tlg.tion.ln my opinion. deet" occurred allhe 11m.. dat.. and plac.. and due '0 the cauoe(.,and "a~.nn.. a.lI1atad,. , . . . , . . , . . .. .. . . . . . . .. , .. .. , . . ... . .. .. .... . . ........... , . . .. . , . . . . , . . . . . . .. . . . .... . . .. .. . , . .. ... REGISTRAR'S SIGN"TURE "NO N . ~d ~(Ol Sr'~~ i)/'~ '~HG AND CERTIFYING PHYSICIAN (PhV'C_ boIh ",onounc,,'9 oe.m .nd cenofyor'Q 10 cause 01 <lealN To the beet: of my knowledQe. death oceUfrad a' the ..... det.. and piKe. and due to the- caUM(') .net m.nn., .. .t.ted.. . . . . . . . . . . . . . 3., -t:.. {2.C'L0 F: \FILES\DA T AFILE\EST A TES\10398-notice.cer CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ALAIN LINKS Date of Death: June 6, 2001 File No. 21-01-0859 To the Register: I certify that notice of 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 or about September 21, 2001. Amy E. Links, 622 Wildwood Avenue, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: September 21,2001 Si~~ (!;, dJl(~ Name George B. Faller, Jr., Esq re MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Attorneys for Personal Representative /7-1'-9 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES lAAPARTMENT 280601 HARRISBURG, PA 17128-0601 Lv Telephone March 28, 2002 '02 APr< -5 fU 1 :00 717-787-1602 GEORGE B. FALLER, JR. 10 E. HIGH ST. CARLISLE, PA. 17013 t>:: i CumL,_ Re: Estate of ALAIN LINKS File Number 2101-0859 Dear MR. FALLER: The Department has been advised that the above-referenced estate is presently involved in litigation. The Department will suspend further activity on this estate until MARCH 28, 2003. You are required to notify the Department when the status changes or the extension date expires. If you have any questions, please contact me at (717-787-1602). Sincerely, Ac2A r~Y'~ SCOTT ELLISON Inheritance Tax Division FAX 717-772-0412 :l e,J oK REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: Alain Links Date of Death: June 6, 2001 File No. : 21-01-0859 Social Security No. : 058-80-2232 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 No X 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 int~rest? "Yes No X Administratrix was sole beneficiary so no accounting was necessary d. Copies of receipts, releases, joinders and approvals offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Dale: February 14, 2003 ~:~:~re: G~a~ J~~ Address: MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Counsel for personal representative F \FILES\DA T AFILE\EST A TES\ I 0398-2.srep REV. 1500 EX + (6-00) ~ . t- ':Wg"Q 21 01 0-598 COUNTY CODE.. YEAR . _ NUMB~ - - .----..---- SOCIAL SECURITY NUMBER REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) LINKS, ALAIN .... Z W o w U w o : DATE OF BIRTH (MM-DD-YEAR) I ! 06/06/2001 I 09/16/2064 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) Links, Amy E. -- ~ 1. OriginalReturn-.-------- D 4. Limited Estate D D DATE OF DEATH (MM-DD-YEAR) w .... ::.:::!(/) ult" wll.g :r:~..J ull.lll ll. <C D 2. Supplemental Return D D D 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11.Election to tax under Sec:. 9113(A) (Attach Sch 0) 6. Decedent Died Testate (Attach copy of Will) g, Litigation Proceeds Received 058-80-2232 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS I :08C~A~ ;:~U5R;; :UMBER ... -'-~TI- "i-Remainder Return' (date of di;ath prior to 12-13-82) .... z w o z o ll. THIS SECTION MUST NAME George B. Faller ---------.----- FIRM NAME (If applicable) Martson Deardorff Williams & Otto TELEPHONE NUMBER 717/243-3341 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) z o ;:: ::'i => .... ii: <C U W It 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) COMPLETE MAILING ADDRESS Ten East High Street Carlisle, PA 17013 (1 ) None (2) None (3) None (4) None (5) 28,000.00 ---~ (6) None -_._---_._--_....._~--- (7) None l i <>T'(:i/.. 'q:: fit I I ............... (8) 28,000.00 (9) (10) (11 ) (12) 28,000.00 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14, Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 28,000.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0.00 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 >> ae. SURETO:AlliSWER AU;.: ~~l1~S 0" RlaVE~E SiDE AlliD'IlECHeOJ( MATH << Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS CITY Carlisle STATE PA .._~ ZIP 17013.==--J 622 Wildwood Road Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penally if applicable D. Interest E. Penally 0.00 Total Interest/Penally (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is theBALANCE DUE (58) 0.00 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "XU IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;............................................................................. ~ i ~: ~:~::~ ~h~e~;~i:~~~s:~~e~~s~~~. ~~~~I. .~.~~. ~~~. :.~~:.~~~. .t.~~.~.~~~~~~.~. .~~ .i.t: .i.~.~~.~~~......~......................~~::::::::::: ~~.'.'. d. receive the promise for life of either payments, benefits or care?........................................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.. ...... ............ .............. ......................... ...... ............ ............ ....................... 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?................................................................................................................ 0 ~ 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 penalties of perjury. I declare that I have examined this retum. including accompanying schedules and statements. and to the best of my knowledge and belief. it is true. correct and complete. Declaration preparer other tl1anthe per~onal ~epresentative is based on all information of which preparer has any knowledge. . ____.~__~___ __..~_ ...... . ___ SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS Amy E. LInks -./1,,; II E....P' ~-- sl~it::75F PERSO~PONSIBLE FOR FlUNG ETURN SIGNATUI~~~RtR ~R THAN REPR George B. Faller DATE 622 Wildwood Road Carlisle, PA 17013 -----~-~_._-,_._..._- .~/Ic2/U ~ ADDRESS - DATE ADDRESS /c2 / /3/c!J L ..~--~----.-...DATE _mn Ten East High Street Carlisle, PA 17013 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)]. 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 statutedoes not exemota 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 twenly-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P .S. ~9116 (a) (1.2)]. The tax rate imposed on the net value 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. ~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. *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN i R~DENT~CEDENT~.__~..~~~~__~_~__~______~~.__~__...__m.. __. . FILE NUMBER i 21-01-0598 ESTATE OF LINKS, ALAIN Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. VALUE AT DATE OF DEATH 4,000.00 ITEM NUMBER 1 DESCRIPTION Flagship City Insurance Company, Bodily injury liability proceeds 2 Presque Isle Insurance Division, final settlement ofunderinsured motorist coverage for James and Sylvia Rosier 12,000.00 3 Erie Insurance, final settlement of underinsured motorist coverage for Alain and Amy Links 12,000.00 TOTAL (Also enter on line 5, Recapitulation) 28,000.00 REV-1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER _~__~L~~l ~OS98 RELATIONSHIP TO AMOUNT OR SHARE DECEDENT OF ESTATE _.--+-~ Not Ust Trustee(s' _____ ~.._ I ESTATE OF LINKS, ALAIN NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Amy E. LInks 622 Wildwood Road Carlisle, PA 17013 Spouse all of estate residue II. Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she~t !NON-TAXABLE DISTRIBUTIONS: ! A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I TOT~LH~F:ARTI~_~NT~R TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV~~~~~~~ERSHEEr_