TEMPLATES OF FORMS AND LETTERS

REGARDING ADMINISTRATION OF ESTATES BY A

REDEVELOPMENT AUTHORITY (Packet #2)

FAX (412) 371-7517

Re:

· Bank

SS# . Account No. Account No Account No.

Dear Sir or Ms:

GEORGE J·. PETTRONE ATIORNEY AT LAW

1112 SOUTH BRADDOCK AVENUE SUITE203

PITTSBURGH, PA 15218-1262

I am the attorney for . Executor of the Estate of __

PHONE (412) 371-5101

··, died on 1 · . . . . · _ I have enclosed a death certificate and a short certificate which indicates the appoint~ent of'. · · as Executor.

The purpose of this letter is to determine the nature of the above-referred account, whether the net proceeds can be liquidated and payable to the Estate (or to named beneficiaries) and what the date of death balance is.

Please respond in writing on your corporate letterhead regarding the date of death balan~e as I will require documentation of that balance for the inheritance tax return. You may respond by · telephone or in Writing regarding the nature of the account and the named beneficiaries, if any. If there are no in trust for beneficiaries, the Executor would like to liquidate the account and receive a check payable to the Estate of ··

If you require any other documents to liquidate the above-referred account, please let me know what is necessary. However, please do not delay your notice regarding the date of death balance. · ·

I will await your reply.

GJP/bdj Enciosure cc: -

Very truly yours,

George J. Pettrone

. . . . ..... -.. .. ..• . . . . . .. . .. . .. . . .. -~- .... ............. _-- ·-· .... -. ·. ~ ' .. .

Paul Siebert 223 S. Winebiddle Street Pittsburgh, PA 15224

RE: Estate of -------------------------Dear Paul:

As we discussed, I need a letter appraisal of the-------~-:------ house , located at . Accordingly: --------------------------------------

1) I now enclose a short certificate which indicates that either I or my clients are the Administrator of the Estate, and

2) I hereby authorize you to use whatever means necessary to enter the property, take photos and complete an appraisal.

3) I also authorize you to look for any mail or documents which would tell us where held bank or investment accounts. -----------------------------------

The estate's debt and property taxes will probably exceed the value of any assets such that blood relatives will have no entitlement to the house or any bank accounts. All estate assets will be used to pay debts, property taxes, legal fees and Court costs.

Finally, let me know if there is any sign of a squatter and also let me know if you are willing to list this property for sale.

GJP!ksa Enclosure

Very truly yours,

George J. Pettrone

Pittsburgh Legal Journal 400 Koppers Building 436 Seventh Avenue Pittsburgh, PA 15219

RE: Estate of # --of~----------------

Dear Sir or Ms.:

Enclosed are copies of the Death Certificate and Short Certificate and my business check in the · amount of$100.00.

Please publish estate notices on the above-referred estate and forward proof of publication to my office. .

Thank you for your efforts.

Very truly yours,

George J. Pettrone

GJP/k:sa

Enclosures

FAX (412) 371-7517

Legal Ad Department Pittsburgh Post Gazette 34 Blvd. of the Allies Pittsburgh, PA 15222

RE: Estate of

GEORGE J. PETTRONE ATTORNEY AT LAW

1112 SOUTH BRADDOCK AVENUE SUITE 203

PITTSBURGH, PA 15218-1262

---------------------# of ---

Dear Sir or Ms.:

PHONE (412) 371-5101

Enclosed are copies of the Death Certificate and Short Certificate and my business check in the amount of$105.00.

Please publish estate notices on the above~ referred estate and forward proof of publication to my office.

Thank you for your efforts.

Very tiuly yours,

George J. Pettrone

GJP/k:sa

Enclosures

HD1107P REV, 08//07

DEATH Application for Certified Copy of Death Record

Pennsylvania Department of Health + Division of Vital Records DEATH PART 1: Br my signature below, I state I am the person whom I represent myself to be herein, and I affirm the information within this form is. complete and accurate and made subject to the penalties· of 18 Pa.C.S. §4904 relating to unsworn falsification to authorities. In addition, I acknowledge that misstating my identity or assuming the identity of another person may subject me to ~isdemeanor or felony crimh1al penalties for identity theft pursuant to 18 Pa.C.S. §4120 or other sections ofthe Pennsylvania Crimes Code. (Note: Signature must agree with name Usted in Parts 2 and 5 of this form.)

Signature of person making request (Do not print): · · . Signature required on ALL requests: Must be 18 years of age or older to apply; If under 18, immediate t1unily member must request record.

PART 2: PRINT or TYPE name of individual requesting record and his/her current mailing address.

Relationship to Person Name:· George J. Pettrone Named on Record: Att9i"i1!8¥ ~ Administrator

Address: 1112 S. Braddock Avenue, Suite #203 City: Pittsburgh State: _..:.P~Ac!.-----Zip: 1 5 21 8-1 2 6 2 Daytime phone number: ( q, '2-) ~ '7/ E-mail Address:. _______________ _

Intended Use. of Certified Copy: D Social Security/Benefits D Insurance 0 Financial Institution · 0 Genealogy

1K1 Estate Settlement 0 Other (List reason:_· ---~------'---------------------

PART 3: PRINT or Number of copies: -~3o:;;;~--

Social Security#: _______________ Age at Time of Death: ____ Date of Birth:---,-----

Full Maiden Name ofMother: ________ _:_ ____________ _:_ ____ ..:___ ______ _

' Full Name of Father: ____________________ _:... _ _.:__ _____ --'---------

Funeral Director:------------..,---------_:_-----------:----------

PART 4: DEATH: $9.00 eacti. (/fee is required, make checklmone.y orderpayable to: Vn'AL RECORDS.

Fees will be waived for individuals who served or are currently serving in the Armed For~es and their dependents (complete the following):

Anned Force~ Member's Name: ------------------'Service Number: ___________ _ Relationship to Armed Forces Member: Rank and Branch of Service: __ _:_ ________ _

PART 5: · · VALID GOVERNMENT ISSUED PHOTO lD REQUillED -. . + Individual requesting record must include a legible copy of his/her valid government issued photo ID that verifies name and

mailing address as listed in Part 2 above. +Examples: State issued driver's license ornon-driverphoto ID(ifaddress has been changed, include copy of update card).

+If possible, enlarge photo ID on copier by at least 150% (copies ofiD will be shredded upon review). +If acceptable ID not available. visit our website at www.health.state.na.uslvitalreconis for further information.

FOR

GEORGE J. PEURONE ATTORNEY AT LAW

412-371-5101 1112 S BRADDOCK AVE. SUITE 203

PITTSBURGH, PA 15218-1262

0020

2839

60-662/433

FAX (412) 371-7517

Cheryl Fichter Liberty Insurance Agency Manor Oak Two - Suite 800 1910 Cochran Road Pittsburgh, PA 15220

GEORGE J. PETTRONE ATTORNEY AT LAW

1112 SOUTH BRADDOCK AVENUE SUITE 203

PITTSBURGH, PA 15218-1262

May 26,2010

RE: Estate of~ Bond #CFB8983055

Dear Cheryl:

PHONE (412) 371·5101

Enclosed is my business check in the amount of $180.00 as payment of the premium due on the above-referred bond.

Thank you for your prompt response.

GJP!ksa Enclosure

Cc: Esquire

/ Bond IICFB8983055

ESTATE OF

_____ n_e_c_ea_· s_e_d~----..:. ______ } NO.~ OF 20 o 9

IEtnnfn ali 4il£tt h~ tq£se Jr£sents, that we George J. Pettrone

and .· Fidelity & Deposit Company of Maryla~d

. .

are hel~ and firmly bo':lnd unto the Commonwealth of ~ennsylvania, for the use of those in the

estate;_in the sum-of T~irty-Four Thousand and no/100-:-:_ _____ .,.. __ :_ ________ ...;: ______ _; __ ~ . .. . . .

___ :......,.·-----:-----:-·-------$34, oo o. ,ooc--:----------:--------:-..:. ________________ ...:1)9

1Iars, . .

to ~e paid to the said Commonwealth, to which payment, well and truly to be made, we do bind

.. ours~l~es, jointly and sevenilly, for ~d in the wh?ie, our · heirs, executors, administrators,

successors and assi~ns, and each and everY. one of t~em, firmly by these present. Sealed with our

seals and dated this _z,;.,;,O_t_h ___ day of~· __ ._M_a...:..y ______ :, 20 _1_0_.

'm£re· @anbttian nf #1is nhligutinn is, that if the above .bounded -----=--------

Geo~ge J. Pettrone

Administrator of .tnn• Estate of Lauren Douglass or any of them, shall ' \ I

well. 'and truly administer the estate according to taw, this obligation, shall be void as to those

, who shall so administer the estate; but otherwi~se, it s . -~~e 1·n force. .

.. II~ . .

· George J. Pettrone SEAL

SEAL ----------------~~---

Fidelity & Dep9sit Company of Maryla&:EAL

~k~· SEAL Cheryl I. Fichter, Attorney-in-fact

IN THE COURT OF COMMON PLEAS OF ALLEGHENY COUNTY, PENNSYLVANIA

INRE: . ) ORPHANS' COURT DMSION )

·Estate of ) No. ) '

G'ERTIFICATE OF NOTICE UNDER RULE 5.6(a)

· Name of Decedent:

Date of Death:

To the Register:

. I certify that notice ofbeneficial 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 ___ _ (attach additional sheets, ifnecessary).

Name Address

'

Notice has now been given to all persons entitled thereto under Rule 5.6(a) except _____ _

Date: ------- Signature:. ___________ _ GEORGE J. PETTRONE, ESQUIRE .

Name: George J. Pettrone Attorney at Law

Address: 1112 South Braddock Avenue Suite 203 Pittsburgh, PA 15218-1262

Telephone: (412) 371-5101

Capacity: _ · _. _Personal Representative ~-Counsel for Personal Representative

IMPORTANT NOTICE OF ESTATE ADMINISTRATION

THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.

Whether you will receive any money or property will be determined wholly tJr partly by the Decedent's WilL If the Decedent died without a Will, whether you wiU receive any money or

property will be determined by the Intestacy laws of Pennsylvania.

BEFORE THE REGISTER OF WILLS, COUNTY OF ALLEGHENY, PENNSYLVANIA

IN RE: Estate of Deceased -------------------------------J No. of20 --- ---TO: .· Name:

Address:

Please take notice of the death of the Decedent and the grant of letters to the personal

representative(s) named below.

The Decedent, ----~---------' died on the __ day of ____ __,

20 at County, Pennsylvania.

The Decedent died: o TESTATE (with a Will); oro INTESTATE (without a Will). You may have a beneficial interest in the estate as follows: _______ ~----

The personal representative of the Decedent is: Name: Address: Telephone:

If the Decedent died testate, the Will has been filed with the Office of the Register of Wills of

Allegheny County, 1st floor City-County Building, 414 Grant Street, Pittsburgh, PA 15219,

Telephone: {412) 350-4186 or 4195. If the Decedent died intestate, a Petition for the Grant of Letters

of Administration was filed with the Office of the Register ofWills of Allegheny County.

Date:

A copy of the Will and any Codicil are enclosed.

Signature: ___________ --=--=---:::-:~:::=-=­GEORGE J. PETTRONE, ESQUIRE

Name: George J. Pettrone Attorney at Law

Address: 1112 South Braddock Avenue Suite 203 P1ttsburgh,PA 15218-1262

Telephone: (412) 371~5101 Capacity: Personal Representative ·

~Counsel for Personal Representative

IN THE COURT OF ALLEGHENY COUNTY, PENNSYLVANIA

IN RE ESTATE OF: * ORPHANS' COURT DIVISION

* No.:. _________ _

STATUS REPORT UNDER RULE 6.12

Name ofDecedent: Date ofDeath: ---------------- --------

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 ____ _

" 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. __ _

b. The separate Orphans' Court No. (if any) for the personal representative is:. _____ _

c. Did the personal representative state an account informally to the parties in interest?

Yes No ---d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed

with the Clerk of Orphans' Court and may be attached to this report.

Date: -------- Signatuare: ------------=--==-=-­GEORGE J. PETTRONE, ESQUIRE

Name: George J. Pettrone Attorney at Law

Address: 1112 South Braddock A venue Suite 203 Pittsburgh, PA 15218-1262

Telephone: (412) 371-5101

Capacity: ___ Personal Representative

---Counsel for Personal Representative

INVENTORY

Emareof _______________ __ No. ·--------------------

Also known as ----------------------------- Date of Death---------------

______________________________ __J Deceased Social Security No. ______ _

Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventoxyinclude all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventoxy represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a .

' niemorandwn at the end of this inventoty. J/We verify that the statements made in this inventoxy are true and correct. J/We understand that false statements herein made are subject to the peruuties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities.

Name of

Attorney:

LD.No.:

Address:

Telephone: -------------------~--

Description

(Attach Additional Sheets ifnecessaxy)

Personal Representative

Value

Total

NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventoty.

RW-4 ·

Inventoxy Continued

Description Value

Total

N01E: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory.