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HomeMy WebLinkAbout94-00729 E.. PETITION FOH GHANT (>I" u:rnms 01" ADMINISTltATION /:\/11/(' of .. .cHYS~rA],L.. J.lANKER'r also kl/oll'l/ a.I' .-......- ......"........ ........ No. To: c2/... Cf' I. .. 1~./1 .._ __......':1':...-----. --_..........,..._..~_. I' I ! ...' .._._.._._..._.._._...~_.....-_.._-..--_..__...u ,_. RCl\lSICI of Wills for thc CounlY of CUMBERLANU---- In thc COlllliHHlll'Clllthof I'cllllsylvlInlll ..____.__..._..____ ..._.._..___________ J)(.('(.as('c/, . Sodlll SN'lIrll)' No, _.11JL.5.tJ...2JL4.J.-.------.. Thc pCllllon of thc IIndcrslgncd rcspcclf\llly rqm'sc"ls ihllt: YO\lr.pclltloIlCI\sl, wholslilrc IH Yl'I\lS of IIgc or oldcr, 111'1'1 Y . for Icllcrs of lIdllll\llstrllllon ...._."...._... on thc cstlll,' of .....____.. ___ ,," ~_....._ . .._..___ n'__._" . ... ld,b,u.; pCIII.lc:rlll' IiH'; tllllal.'C lItl\Clllia: 1.1111.1111\' nlll\(lII\UI~'1 Ilw III'olc dcccdcn\, Dccclldcllt II'IIS domlcllcd In dClllh In._.Q.1JWlliRldili.Q.-.--------- CO\lllly, I'cnnsyll'lInlll, willi IL.e.L.._ IlIst flllllily or prlnciplIl rcsldcl1cc III 04.5 BA L'l'Jl40RE PI K!, GARD~~}S, PA 17324 (lh\ ~lIc~'lt lllll\l\!l'f IIml m,unh:lplIlllY) DC1'Cl1dcl1l, IhCI1 _..2.0.__._ YCllrs of IIgC, dlcd .:.__._AUGUS.1'... U. _____. .--.---, 19..2..L-" al.. .HERSHELMEDICAL...c.ENTER'uHERSHEY,...P.II.. ..... ........___.__u-....___... IJceclldclll ill dClllh oWllcd I'IllPcny wllh CSlilllilll'd I'lIluc, a, i'llllloll's: (If domiciled III I'll" All p,rSOIlIlI propcrty $.__l.e.s.s...thaILJ.l, 000.00 (If 110\ domkllcd III 1'11.) I'crsolllll propcrty III I'clIlIWll'lIlIl1I $_":"-.-- (If 1101 dOllllcllcd III I'll,) I'cr>OlIlIl pwpcrlY ill COllllty $----. VIIIIIC of rC1I1 CS~IIIC ill I'cIIlIsyll'illlill" $..- situ III cd liS follow,: .-.--..--...------.,....--.................,-.-..-....------..-- _____~_.___..~---------~--'.----_..~.---------__-----4-------- -_.-_..__._._--_.--_.~_._--_.-_._._---- ...-.-..--- I'clllioIlCrs..-.. lIi'ter iI proper 'cllruh hil.v.e. ilsccrilllllcd Ihlll dcecdl'llllci't 110 wllIlIlld WlIS surl'lvcd by , \lic folhl\I'lllg 'pousc (If lIIlY) lIlld hcir,: NlImc Rchlll<\lIship I\csidcllcc . _._._JAMES-R.---BANKF,R!L- _..EAT-HER"':".......u..6.45JAW.IMa.RE- PIKE 1.....GARDNERS, PA '__...JlJllY n RANKER'!' ___MO.'filER----- 6.!l5...BAL.T.lM.ORE PIKE ......GARDNERS, PA - ----.--.-.------------.---.. .--.---' ----......- ... .-----.-...-- ---------.---.-. ..---.-----..--.-- -.----- ------- -. -----"" -.--.----------- .---....--------. _.-_._._----_.~._-._---.----_. ._-_..-.---~---_._..-_. .._-------_._..-.-.--~-- , THEREFORE, pClllloller(s) rcspcctfully rcq\icst(s) thc grllllt oi' ICllcrs of IIdmllllstlillloll III the IIpproprlntc 'form to Ihc undcrsigned, . 7 t ~i " '0- '!if: :.G ~ 19 :;.~ -. , - !j",.. '5" ~ ,0' j, h.t.{:Jr.-IL6~.1::t..I.?C-C--- ;_.__~H'!HES .J3.-'-c-~b.NKEJ31.__~- /' d \'1,' ,j) (; . . j,.l.u.t=rrD.--\..l.L..1.L~.J....!.2- . JUDY D. BANKERT __.____ , ----'1- ___.,~_,,___.'M"__'" _ ._._.__.__..____.... ____._n'_"_ .-, . .n_..._._..__...___....__________.~~__.___ . . "'1-' .---..-...-.----- ----.-..-...-.....--... ..-......-... _ .___...._. ... ___u...__.u... _____..............__._. ._ _ ._.__..___..____...____....__..___ ._. ._.n'_." _. ..n'__ ._._..__ .,...___._n.__.___.______.___..___ .--------.---..-..-------- ._...____...._...._.._u...__..___..__. ....-............-.-. - ....-..-... ... _0_ _..._dO .._.. _..___. ._._..... ___....._. ._._n" ._ ._,__. __n'''''_'' +_" .._. _...__._ _._____._..._._n .....---...--...-.-..--.---..-----,----.....-.--.-q-..-..----.- Thi.'i i" lu ('('Hil}' dill I lill' illlurlll.llilll1 Iivlt' gi\'t'll I' (Oll(l II}' l 111'11'\1110111 ,III Ill'i,I:I/J.d t'l'lliIK,llt' III tlt,.IIl,1 dilly filt-d with lilt' il~ I.ucal Ht'!:ISlI'.Ir Tht, miglll.tl n'nilitalt' wllIll!' flll'\\',Hd~,\lllllht, SI,HI' "it.d H{,(llld~ (HIli,' Itlf Ilt'llllitllt'1I1 Idlng, WARNING: It 19 II10gAI to duplicate thl9 copy bV photostAt (Ir photograph, "I''' (01 I IIi> <<'Ilif;.""" S!.IJO \.-'-" .... 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'OR DATIS O' DIATH AFTlR 12131191 CHICK HUI INHERITANCE TAX RETURN ~Cl~~ffiu~:~DIT_IS_CL~J.~~['J.______.___ RESIDENT DECEDENT PILI NUMIIA COMMONWEAlTtl Of '[NNmV''''A (TO BE FILED IN DUPLICA TEll (/' tf DfrA~TMENr Of REVENUE v\ 'lARR'Sm:6. ~~~h80601 WITH REGI.S.r.E.~ ~~.\N.I~LS).u cOY~IY ~9o.~.._ u DfCfO'.;'l"s..H-~M[-II~-~l:.;II(;',- A~iOMtoOU IttlllAtl llcrofN"$ COMPUTE AOOllfS$ _.J!il.I1~f,lrt,--.. gr.ys.t.al L.. ".. ...... 645 Baltimore Pike soc;:~;~;.~'~;~~'1L___ .. IU~'~o; ~';~;41' rll~~'~R~>.73. C""'~r a~1~~.~_~La~~_ ___1?3~~__.__.___._ '" .~"r'~" 'C"",,"',I'O,,'" ".." "", "'I' ."" "'''01 '" ,.." \OCIA' ~CII~lY IIUM'" 'MOU~';~""" I'" "","UCIIOII" ''.___.____ ___ L__. ._.., ._~" _,,__ .1._.._ __. .... u..__._. __ ..".._._______________ I!! I A 1. O"gln<11 R,'"n i 2. Scppl,m.ntnl R,'orn I. ) J. "'~l:l lrl:c~u9 [J 4. llmlt.d ElloI. [ 140. FUlu,e Inle,e.' Compromlle [15. IE (lor dolel of deolh ohe, 12.12.821 u :1c .. L'j 6. Decodenl DI.d 'Tellol. [ I 7. Dered.nl Moln/oln.d 0 living I'UII ._Q 8. Tolol Numbor 01 Sole Depolll 80... (At'och copy of Willi (Atloch copy 0 1 lUll) ALL CORRIIPONDINCI AND CONflDINTIAL TAX INfORMATION SHOULD 81 DIRICTID TO, UAMl CQM'IfTt MAIUNO ADOIIU RfV,1500 EX. 1'-94' ~~ t- ili lil ~ Q lil8 lli i1 _HU_Ql.LS-,-__I.r.w i n..II I.._ fHe HlfPtlmH ~WM8fR . ....---- _U'" o-{L-l.L~J:.243.-=j?,0,9,0==~,o,":","'" ,..~,.o,. 20. If lIn. 19 II greole' lhon line 18, enlor the dllle,ence on line 20. Thl. II Ihe OVERPAYMENT, llel 21. If lIn. 18 II greole' Ihon lln. 19, .nlOl Ih. dlll.,ence on line 21. 1 hll II Ihe T AX DUE, A. Enter the Inlere1' on the balanco due on line 21A. 8. Enl" Ih. 10101 01 line 21 and 21 A on lIn. 218. Ihl, Illhe BALANCE DUE, _. _h' ,,__.. /,\ak!..C.h.e~~ll'("b!!t.e I ~..@I..ter_ef. W.III.. .~gent. Z Q ~ ! .. I. Real Ellole (Sch.dule AI 2. Slack I and 80nd, (Schedul. 81 3. Clo.ely Held 510ck/Po,'ne"hlp InlOlOlI ISch.dul. q 4. Mo"goge. and Nole. Recelvobl. (Schedule 01 S. Cash, Bank Dapodh & Mltcollonooul Perlonal Propnrly (Schedule EI 6. Joln"y Owned P,operly ISch.dol. FI 7. T,on.le" (Schedule G) (Schedul. LJ 8. Tulal Grall Aile" (10101 line, 1.71 9. funeral Exponllu, Admlnhlratlve COlli, Mlscellanoous E,p.nlel (Scf,edule HI 10. D.b", Mo"goge 1I0blllll.., 1I.n. ISchedul. II 11. 10101 Deducllon. (Iololllno. 9 & 10) 12. N., Volu. of Ellale (lIn. 8 mlnullln. III 13. Chollloble and Governmenlol B.qu,".(Schedule J) 14. Nel Volu. .Subi~cl'o la, (line !~mlnu'~~!2L____ 15. Spoulul Tronll." Ifo, dole I of d.olh of 10' 6.30,941 See Instructions for Applicable Percentage on Reverie Side. {Include value. from Schedule K or Schedul. M.} 16. Amount of LIne I A taxoble 01 6% role I'nclude volu.. !rom Schedule K or Schedul. M.I 17. Amount of line 14 taKable 01 15% role ilnclude voluol I,om Sch.dule K or Schedul. M.I 18. P,lnclpal IU' duo IAdd '0' I,om lIn.. 15. 16 and 17.} 19, (redill Spoulol Povorty Crodit Prior Peymonh t YEAR 11,~ 1 NUM8ER Z Q S ~ II a S + Remainder Relur" If 01 dOl.. of d.olh prior 1012.13.821 Federal e.lole Tax Relur" Required 36 South Pitt Street Carlisler PA 17013 ----_._-.---- ----.---.-----------. ._,..__u,.~______n_.__n__._ no c ;~-. , (II 121 131 (41 (51 NONE.. NONE. ..\I10N,E:. NONE 25,949.46 I tAl "TJr? ,) \ri '" ;',:': -: (61 NONE.. (71.\I10t-j.E.. .. ' 1.1) ._h._ >'l .. (,1, , ' ;J.' "I 8) _~,.9A.<J.'-46---.-------- 191 .121-402.91__,,_. (IOI~ ~1.~.13.L~ 7._____ ___. (II) _3.2 ,JJ.Q.'-!?.L...._____ (12) __.___::-.0_::.._________.._..____ (l3) ..NQll (14) ....._.-:..Q::.___._____ (151 m_...".__ _.._._,,____.........._ M, ___" ..____".0-"'._....__.__._____.__.. (161 -.___.. 'm .___.-"'_0-=---_______ ___... _..__...,..0.=.. ____m____ _____..____. M .06 .. 1171--.--_ .. ...__.M ,15 .. (181 - ---,- -~--...O-..----,_.__.____.__. Discounl Inlerest +-- (191 (201 -0- . .-...------ ----,---..._--- --- ..-_0..-. ___. __ .....__..____...._ CfIC(~ !.Cffllf VOU ClIO ,etlues'in" CI refund 01 VOUI. oV~lpnv'm'nl (211 (21AI 12181 -0." .-0- -.0.". .----. _n~~ ~BI SURETO ANS~ER 'ALIQUESTIONS ON RIVIRSE 5101 AND TO RICHECK MATH <( <( . Under penalties 01 perlury, I doclaro that I hovo oll,ominod this rolurn, Includ/nu w.:companying Ichodule, and lIalemenh, and 10 the besl 01 my knowledge and bellof, it II Irue, corrocl and completo, I declare thai 011 real 01'010 hfll boen reported ollruo market "alve. Do cia ration of propCHor olher Ihan Ihe plHlonal reprllenlali....e Is baled on all inlormation of which preparer has Clny knowledgo...----'-- i ~ So~~~;1::~;~Jtr(~~~.:~r~Qr~~\;l(tJ5 Daltim~re' Pik~Ga~dn~~SI P~;;~'24:'''APdL_..L9.95 ~nVL-~^'" Olt!!. ,,, I~J01ifl!l\:J"" .\DOO'\\ "," '~;J~LL{)/.L2/'vr''')' 36 South pitt Street Ca r 1i sle, PlI .__Ap,rll______l..9..95 J- 17013 RIY,1l0llk. (ll-Ill * l j SCHEDULE A eOMIAONWIAU~ 01 PlN~IY>>,ANIA REAL ESTATE 1NHi\ITAN I A~ RI ~R, _____..____ R I~IN ole 0 N _ ., -- ISTAilolf fiLE NUMBER ___._.-CJ:.Y-B.l:.aL.L.~-BanJrAr:'~ _ . 2194-0729 _' (Propllty lolntly.ownld wllh Right of Su,vlvollhlp mUlt bl dllclo..d on Schldull '1 All "OllltO'1 Ihould bl "portld 01 fol, ma,kll valul which I. dlflnld a,'hl prlcl 01 which r.roPlrty would bl Ixchangld bllwlln a willing bUYII and a wIlUng..lltr, nlllhll bllng complllld !.O buy 0' "II,. bolh having "a.onab I knowlldgl of Ihl "llvan' foci.. . ITEM NUMBER DESCRIPTION 1. NONE , , 1,1 I, " "~I' l' " i " ,.' d 'j' "', , " '"I. , ,', "'" "" ,.11' " I, ! ~ " '.' ,,' " , ",. " I; " "" , ,. " , r; ,.1" I' ,'~, J:i " j " , ,.' ,t< t.,; " i'.' ':1, " i. :' ,', .".1' ,(., ,. , .' ,., '., , .. I' ., .' , ,. ". " ,. 'I, ,'j- I " I:. ",. , , ", '!, I,"i " , ." " , fl', I' ,,' ." !' (,1\ Ii ,. ,. .' l,L , " ,. , , : " , " " ,. " ,,'. ,Ii, " .. Ii. ,. .. ii 'I,. , "'I ,1,' " '. ,I TOTAL (.601'0 .nlor on IIn. 1. Rlcopllulollon) " more IpaCI ,. n..d.d, In",1 addlllona/.h..'t of tam. II... ,. '1 "" ,.' iI' , i;'i: " , , , ,i ~ I ,I I; I' , ]', !', i!'1 ", " ,. , , " i: VALUE AT DATE Of DEATH ,f' I,',.. , ;d " , ,j' , 'j. I,: " , " I,;' " .. 'I ,,' , I. 1'1 ," 'I, I,,, " " $ NONE IIV.IJOIUtIU11 * l SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PleclIe Print or T e FILE NUMBER . 2194-0729 COMMONW!~L1H Of P!NNml'~NI~ IHHIRIlAHCI l~X mUIH IIIIDIHl DICIDINl ESTATE OF Crystal L. Bankert (All pr....'lV 1.lntly..wnod with th. Illhl of Surulu."hlp mUlt b. dl"t...d .n Schodul. PI ITEM DESCRIPTION VALUE AT NUMBER DATE OF DEATH 1 Cash on hand 126.61 2 Cash Refund 28.64 3 Proceeds of survival Action (court Order Attache ) 19,815.00 4 Proceeds of Survival Action (Court Order Attache ) 5,979.21 , ' S 25.949.46 IAIIQ(h addlllonaI8V," )( 11/f thll"l' more .poce h n..d.d.1 Plaintiffs, executors of the estate of Crystal L, Bankert, deceased, are authorized to discontinue the aforesaid actions and to execute and deliver a good and sufficient release of the claims of the estate under both the wrongful death action and survival action against Samuel Carannate and Cosimo Matichecchia, and Allstate Insurance Company and Erie Insurance Group, respectively, specil1cally reserving the right to bring suit against any other organization, person or torI feasor who may have liability arising out of the accident, ilvuries and death of Crystal L, Bnnkel1. deceased, including, but not limited to the right to make a claim for underinsured motorist benefits under decedent's own automobile insurance policy or any other policy under which the estate may be able to claim, J( A',,<-<-v-~ ~-<.u...-?A.r.--" ,.,lj~ j;~i./"'_;:;" "" .~ t'~ ,.....-.,.'uJ.<.............,- ,,(j ,.-:...(~,4_ _/ Execution ofa release and payment of the sum of Thirty Thousand and no/IOO ($30,000,00) Dollnrs as afor~said shall constitute evidence of complete satisfaction of claims and demands of whatsoever kind or nature of the estate of Crystal L. Bankert, deceased, under the survival action ard also of all persons entitled to recover wrongful death damages as a result of the aforesaid accident and death of Crystal L, Bankert, deceased, against Samuel Carannate and Cosimo Matichecchia, and Allstate Insurance Company and Erie Insurance Group to the extent sel forth above; however, said payment shall not constitute evidence of satisfaction of any claim against any other person, organization or tortfeasor, as aforesaid, By the Court, TRUE COpy FROM RECORD In Testlmon~' whereof, I here unto set my hand V /I, / and theseal of said c~ ~ ~~"SIo1 Pa, I S( f\ e v, ",' /c:/. tCZ>::!. This / '7': day of L,~.a'r 19 ~~ i ~ r:;, , (j _kf.&_, ^'f;t. J, ProlhonotafY 4, Defendant Samuel ClIl'Unllllte, an IIdull individual who at sllld time resided at 214 Eust King Street, Shippensburg, Cumberlund County, Pennsylvania 17257, but whose present IIddress and whereabouts is unknown, WIIS the driver of the motor vehicle which struck the vehicle in which decedent was riding liS II passenger, when defendunt failed 10 stop for a stop sign controlling his lane of travel at the intersection of Pa, Route 174 (Old York Road) and Pa, Route 34 (Holly Pike), 5, At said time, defendant ClIllInnute maintllined an llutomobile insurance policy issued by Allstate Insurance Company (Policy No, 077764415), with liability limits for bodily injUlY in the amount of $15,000.00, 6, Defendant Cosimo Mutichecchia, an adult individual residing at 214 East King Street. Shippensburg, Cumberland County, Pennsylvania 17257, was the owner of the vehicle . being driven by defendant Carannate at the time of the a,'cident. 7, At said time, defendant Matichecchia maintained an automobile insurance policy issued by Erie Insurance Group (Policy No, X07 5503145 H), with liability limits for bodily injury in the amount of $15,000,00 8. At said time Crystal L, Bankert was a member of the household of James R, Bankert and Judy D. Bankert, your petitioners, who maintained three automobile insurance policies issued by State Farm Insurance on three separate vehicles, each with stackable underinsurance policy limits of$15,000,00, 9. Plaintitl's' counsel hilS been advised that State Farm Insurance has perfonned an asset check on both Carannate and Matichecchia llnd found that neither party has any collectible IIssets and that, in fact, the present address and whereabouts of Carannate is unknown. 10, Both Allstate Insurance Company and Erie Insurance Group have offered to settle the claim against Carannate and Matichecchla, respectively, for $15,000.00 each and plaintiffs are satisfied that these offers and the proposed selllement are in the best Interests of the estate, are reasonable and just and are willing to acceplthese offers if approved by your Honorable Court, 11, Plaintiffs have not finalized their negotiations with State Farm Insurance on the underinsurance claim and, therefor, wish to reserve the underinsurance claim as well as the right to claim and/or bring suit against any other organization. person or tort feasor who may have liability arising out of the accident, injuries and death of Crystal L, Bankert, deceased, However, plaintiffs are willing to release defendant Carannate and defendant Matichecchia, Allstate Insurance Company and Erie Insurance Group, respectively, upon the payment to them of the $15,000,00 policy limits from each defendant, 12, Plaintiffs, as the parents and sole heirs of decedent, are the only persons entitled to recover damages for decedent's death, 13. Petitioners have agreed to pay attorney fees based on 25% of the total amount recovered in Rny out-of-court selllement of this maller, 14, The total funeral bill for the decedent was $7,685,00, of which $5,000.00 was paid from the proceeds of funeral bill benefits from automobile insurance coverage, leaving a balance due on the funeral bill of$2,685,OO, 15, The Pennsylvania Department of Welfare has advanced the total sum of $34,867,97 for the payment of medical expenses allributable to medical treatment rendered to the decedent prior to her death, for which the Department holds a subrogation lien as provided in the " 2, $5,979,21 to the survlvalllctlon to be held by petitioners as an asset of the estate, 10 be distributed as follows: A. $3,431 ,47to the Pennsylvania Department of Public Welfare to satisfY the subrogation lien held by said Department for the reimbursement of medical expenses pllid on behalf of the estate by the Depaltment; and B, $2,547,74 to James R, Bankert and Judy D, Bankert, administrators of the estate of Crystal L, Bankert for the payment of the bills and expenses listed In ExllibillC" aUllched to the petition, Plaintiffs, executors of the estate of Crystal L, Bankert, deceased, are authorized to discontinue the aforesaid actions and to execute and deliver a good and sufficient release of tile uninsured motorist claims of the es'ate under the Erie Insurance Group policy ofCllad B, Hurley and Ihe State Farm Insurance policies of James R, Bankert and Judy D, Banken, Execution of a release and payment of the sums of Fifteen Thousand and no/100 ($15,000,00) Doliars and Forty.five Thousand and no/IOO ($45,000,00) Doliars as aforesald shali constitute evidence of complete satisfaction of claims and demands ofwllatsoever klnd or nature of the estate of Crystal L, Bankert, deceased, under the survival action and also of all persons entitled to recover wrongful death damages as a result of the aforesaid accidellt and death of Crystal L. Bankert, deceased, against Chad B, Hurley, as weli as the underinsurance coverages of Chad B, Hurley IInd ofJames R. Bankert and Judy D. Bankert, By the Court, .,,, , . ,',t... "(:.iv', ", 'r . \ I' ( ,,.; 'I' :'\. )1' Hll'~ ,'''~'\,_~.J '..~' ", ... ~, ... I' ,'" I ',I t' "IJ.....".! .".:;f/~.I;.'J! 't"~!f: .....fh};.~1 ,rl"~' ~...\,.~ :1 .~, "'1 . I ..., .';,:ll::J -",ll ,:1 ',1/: (;rJlI11 III (;alll~. p~, : I',', 1.';,.//1 ;I,lV 1)1 [~b.,,,,,, 'e~_~.,.. '. . ;'''''':':''':)''0 . M ~ \. ".l;>~C..),\_\~r.!.\D., ,._,.., , . ..., . . " f'l'1:>'~I.r,,?M'J r.t I<.'e IJ 1 n A. J-I E'5S J, 4, . At the time of the accident, decedent was a passenger In a mot~ v'ehicle driviiii by Chad B, Hurley, who maintained an automobile insurance polley Issued by Erie Insurance Group (Policy No, QI0-600294\-H), which policy contained limits of bodily injury liability In the amount 0/'$100,000.00 and underlnsured motorists coverage limits of $\ 5,000,00, as indicated on the dccllll'l\tion page of said policy, a copy ofwhlch is attached hereto as Exhibit "A" and incorporated herein by reference, 5, Petitioners, after a review of the accident investigation by the Pennsylvania State Police, lire satisfied that Chad B, Hurley was not at fault In this accident and that the accident and resultant injuries and death of decedent Crystal L, Bankert were the direct result of the negligence or Samuel ClIrannate, and believe that it is in the best interests of the estate to release Chad B, Hurley from any liability claim in this matter, 6, At said time Crystal L. Bankert was a member of the household of James R, Bankert and Judy D. Bankert, your petitioners, who maintained three automobile insurance policies issued by State Farm Insurance on three separate vehicles, each with stackable underinsurance policy limits of $\5,000,00, as indicated on the declaration page of said policies, copies of which are attached hereto as Exhibit "B" and incorporated herein by reference, 7. Both Erie Insurance Group (on behalf of Chad B, Hurley) and State Fann IlIsllrllnce (on behalf of James R, Bankert and Judy D, Bankert) have offered pay the underinsurance limits in this matter, that is, $\5,000,00 from the Hurley policy and $45,000,00 n'oll1lhe Bankert policies and petitioners are satisl1ed that these offers and the proposed set tlemcnt are in the best interests of the estate, are reasonable and just and are willing to accept these olTers if approved by your Honorable Court, 8, Peilti~ners, 'as the par~'nts 'and sole heirs of decedeni','are"ilic'o-rilY'personsenlltled to recover damages for decedent's death, 9. Petitioners have agreed to pay attorney fees based on 25% of the total amount recovered in any out-of-court settlement of this matter, 10, The Pennsylvania Department of Public Welfare (DPW) has advanced the total sum of$34,867,97 for the payment of medical expenses attributable to medical treatment rendered to the decedent prior to her death, for which the Department holds a subrogation lien as provided in the Public Welfare Code, as amended by Act 1980-105, 62 P ,S, Section 1409 (b)( 1) et se,!, and Section 1974 et seq. and the Social Security Act, 42 U,S,C, Section 1396a (25) and Section 1396k, II, DPW has agreed to accept the sum of $23,246.47 in full satisfaction of its subrogation claim, of which petitioners have paid $19,815,00 pursuant to the aforesaid Order of Court, leaving a balance of$3,431.47, 12, At the time of her death, decedent had bills, debts and other financial obligations as are listed in the attached Exhibit "C", which sums remain due and owing, 13, Accordingly, petitioners propose to allocate the total sum of $60,000,00 in the . aforesaid settlement proceeds as follows: A, $54,020.79 to the wrongful death nction, to be distributed as follows: 1.) $15,000,00 for attorney fees representing 25% of the recovery; and 2,) $39;030,79 to James R. Bankert and Judy D. Bankert, surviving parents and sole heirs at law of the deceased; and , --...-. "~'. PIONEER FAMILY AU~O AMENDED DECLA2ATIONS 01 * * EFFECTIVE 09/21/94 ATTACH THIS TO rO~R POLICY. REASON FOR AMENDMENT ~AUTO 1 REPLACED, LIENROLDER ADDED AA7638 GREGORY A GARRITY CHAD II ElURLty 51 MOUNTAIN ST LJT 4 ":'j' flOLLY SPRINGS PA 17065-1431. AGE~T - GREGORY A DARRITY A~~NT PHONE - (717) 2~3-3'67 IT::!,: 4. AU'!'OS COVERED f.ll,!,O YR ~IAn 1 91 fORD F-150 10/H~/93 TO lfJ/a/94 Q10 60e1294l' A ., AS LI STED BELOW 2621 SPRING ROAD CARLISLE PA 17a13 t' VIN ST TER SYM RATING CLASS D~P 1FTErHN3MLA46~97 PA 27 5 C2Y ! ''', ,. ,""RA'CE IS 'Rev'DEn "ERE A "'",UM. OR I Net . IS SSO," fO, '" " COVERAGE. COVERAGES, LIMITS AND ANNUAL PRiMIUMS ARE ~S FOLLOWS- Ul PRIVATE PASSENGER VEBICtES. -'- TEE LIMITED TORT OPTION APPLIES TO ALL ~!A~!LITT PROTECTION- =':J;!L'i IfiJURY $100M!PERSON $300M/ACC PR0PfRTY DAMAGE $10aM/ACC ~i~3! PARTI BENEFITS- ~EDICA~ EXPENSE $10M !~COME LOSS $lM/MONrR, $5M MAXIMUM ACCIDENTAL DEATH $5M i'IJIIl'HH lJENEFIT $2.5M UN!~SIJHED MOTORISTS COVERAGE- S~D INJ $15M/PERSON $3~M/ACC-ST^CKED IJNDERI~SURED MOTORISTS COVERAGE- ~DD !NJ $15M/PERSON $33M/ACC-STACKED PHYSICAL DAMA~E COVERAGES~ ~OM?HE5ENSIVE - $50 DED COLLISION - $500 DED ~?TIONAL COVERA3ES- ROAD SEllv ICE TRA~SP EXPENSES - COM. $23/DAY, $5~0/LOSS T~ANSP EXPENSES - COLL $20/DAt, $B00/LOSS ;C!)l'l,JS ':.V).ILABLE - SEE I"~"'''''~""", 264 182 117 33 5 3 & 13 '''', ;f', I " , 119 311 " I ,. ,: 5 3 11 ~1048AACED~":"'I' "ST!> d~'~COtJNT AUTO RATE QUOTE STD DISCOUNT QUOTE I 2 1978 FORD G TERR1037 *QUO'l'E I 1 1978 FORD MCD *MCD IRGl001 CLllB PREM .IRG100l CL:1B BIPO 50/100/50 $108.50 'II BIPD 50/100/50 FULL TORT 'II FULL TORT $10000 $26.74 'II MED $10000 $2500 $.98. F $1500 $5000 $8.54 'II Z $5000 $3.60 'II ERS $9.10 'II U $21.10 'II W $8.10 'II Y $186.66 * $341.42 'II $154.76 'II HED F Z ERS U W V 50/100 50/100 $25000 NEW PREMIUM CURRENT PREMIUM DIFFERENCE - MONTHLV PREMIUM PFJ-MODIFYRATE QUOTE ,. " " ' " 15/30 15/30 $5000 NEW PREMIUM CURRENT PREMIUM DIFFERENCE - $31.11 MONTHLY PREMIUM ACCEPT TO, OON']:'INUE . , '. PF4-VIEW CURRENT POLICY " " , j; ,,' '''r-...lj~,.".. G TERR,: 037 PREM $108.50 ' $~6.74 $.70 $8.54 $3.60 $7.60 $8.50 $1.80 $165.98 $:141.42 $175.44 $27.66 " 'I,""; ," , 'j ,; " , , ! " 'j I. ,. , , " , ' ,', I * :,. 'II 'II , ,'II 'II 'II 'II 'II 'II 'II 'II * 'II 'II (, ,l , " ,'. " , ,~ I .1" f., " " , . ,,\ ;.1 " 'i, " I, " . .: ,'~.}t(. I ., :.' '1'B,IQUOTB:~ . ,~~l):~T~Ar. ~QUOTB' 2 ~985 FORD R TERR:037 1/ *MCD 1/ I/IRG:014 CL:9F PREM * · BIPD 50/100/50 $280.15 . . FULL TORT . HED $68.90 · MED $10000 $68.90 1/ F $2.60 1/ F $2500 $2.60 . Z ~22.10 . Z $5000 $22.10 1/ COf1P 51. 35 . COMP FULL $51.35 1/ COLI, $165.10 · COLL $250 DED $165.10 . ERS $2.00 · ERS $2.00 1/ U 50/100 $7.70 . U 15/30 $6.50 . W 50/100 $16.90 1/ W 15/30 $6.80 * y $25000 $4,50 1/ Y $5000 $1. 00 1/ NEW PREMIUM $621.30 1/ NEW PREMIUM $606,50 . CURRENT PREMIUM $724.12 1/ CURRENT PREMIUM $724.12 1/ DIFFERENCE - $102.82 . DIFFERENCE - $117.62 1/ HONTHLY PREMIUM $103.55 MONTHLY PREMIUM $101. 08 PF1-VIEW ADDL QUOTES PF3-MODIFY QUOTE PF4-VIEW POLICY ACCEPT TO CONTINUE ., ,,' ,. ',I, " " , , " .. ,', " ,...t, " '......'-....w...... ,. " '. ,. \, ,I, " i", , . " ,. '1\ , " ,. .. I' " " ,. I' '" '!j, " 'j- " d' ,," ," i. ", ,\i , ,.,' I; " '1\ /'/' " 'I', "", (, I" h i.l '-jo '-j" ;!, " , " " ,. , p',i' , '. I" " , j','i I' , " , 't., il " ".!j(l, ,. ,. ,. ,. 'I.) , " .. " , , , , (', , I. " ,-" ,. , .' , ti , , , " j., EXH/l!/T !'C" "'i'- :i; , .. 'I h n ;','1 " \P-, " ,. ,j- i.' ,d' ., ,. " ;Ii' ,. , 1/ j H ,. ',' ;,' , " " " ,. , " ,. ", " 1" .. ." .... - - .:.-"...........-......Iootl............, , , '0 " 0" , ,-P " " ,. , " " , " , 'IV '\' (i ,. ,jl ,. , ,I , , . , , , " , , , " , , ". " , j, " ,. f< " , , , , .. , , , ,., I ~ \! , !' , , " 'I I' ,. , .. , " '" " ,-, I, il 1_( ;"; ,. , . " 1IY-IS09lhIIUII W COMMONWIALlH 0' P1NNIVWANIA INHIAIlANCI lAX mUIN !11IDINlDICIDINl . " . SCHEDULE F JOINTLY.OWNED PROPERTY UTATIOP ___---9rystal L. Bankert Join' tenantll" PILI NUMBIR 2194-0729 NAMI ADDRIII ---iiiiAiioNIHiiiTO DleiiilNT ..---_....--. .-----.....----..--.-..-.-- _..- .-...-...~--_..- -....--.------.- -.-...--. A. NONE B. C. " Jalnlly..wnod proporty. If 1M LmlR DATI POR fOTAL VALUI DieD'S DOLLAR VAWI OP NUMBII JO'W MAD I DISCRlptlON OP PROPIRTY TINA T JOINT OP ASSIT % INT. DICIDENT'S INTlRIST - 1. NONE , _. TOTAL IAI.o .ntlr on line 6. Recopllulallon) S ..n.." . (iI more 'pac. II n..d.d In..rt additlona',h..t, 0' lam. lilO) 11\tISlIU."'''I" t . I . ITIM NUMBIR - ~~ COMMONWIAlTH or "NNIVIVANIA INHIIIIANCI TAK l"UlN IIIIDINT DICIDINI 1 SCHIDULI H L FUNERAL EXPENSES, . . ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES _ Plea I. I'rln' or TVI" Crystal L. Bankert DESCRIPTION 2194-0729 . AMOUNT A. Funeral Expen,," 1. Gibson-Hollinger Funeral Home James N. Bankert - Grave Marker 7,685.00 1,242.00 2. B. Admlnlltrallve COI'II I. Perlonal Representative Cammllllons Social Security Number of PeflDnal Representatlvel Year Commlulonl paid 4, C. .1. 2, 3, 4, 5. 6, 7. 8, 2, Attorney Fe.. Harold S. Irwin III 1,297.47 3, Family Exemption Claimant JiJIlO'i~ Judy R"nkAlRIlatlonlhlp p" rAnt... Addr.u of Claimant at decedenl's death Str..t Addreu 645 Baltimore Pike '2,000.00 City Ga rdners State PA . Zip Code 17~24 Probate Fe.. Register of Wills Mlleellan.aul Exp.n.." Commonwealth of Pennsylvania - Accident Report Prothontary - Filing Fee Harold S. Irwin III - Tax Preparation Fee Register of Wills - Filing Fee Harold S. Irwin III - Notary Fees 38'.00 .8.00 45.50 50.00 f 25.00 12.00 . I I /: Ii \ TOTAL IAllo enter on line 9, Recapitulation) S 12,402.97 (If more Ipaee II n..ded, In..,. addlllonal Ih"'1 of lam. I"',) "V.1S12 ... 11...11 _tuL._o_ ...... ~ COMMONWfA~'H o. nNIl'YlVANI'" INHUIU,NCI tAX lI1U~ .'IIDINr DICIDINI 1~I,'\ " ~.;'.':::\ .' '\' I, . 1..' '\1"" i"l'l ,-"~i' ..... I' ,V ~~:'; ..".., I{.'", ;1',,: I \ "\ /"". f~~,' : ..: 1,,'\ ,\' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS i: PI.a.. Print ar Tv~. .ILI NUMIIR 2197-0729 i1TA1i O' Crystal , I " ITIM NUMIIR 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. L. Bankert DISCRIPTION AMOUNT Department of Public Welfare - Medical Lien (Documentation Attached) Carlisle Hospital - Medical Bill Chambersburg Imaging - Medical Bill RWC Emergency - Medical Bill Bettina McBeth - Medical Bill ,H. Frederick Martin MD - Medical Bill Chambersburg Hospital - Medical Bill ECe of Philadelphia - Medical Bill. Chambersburg OB-GYN - Medical Bill American Family Publishers - Open Account 23,246.47 40.00 170,.00 54.00 112.31 30.00 470.50 112.34 65.00 12.95 , , " , , ,.' , ,. i. TOTAL IAI.o .nl.r on IIn. 10, Recopltulallonl III more 'po" I. ni.d.d, Inler' addltiona/.h.." of .am. lire,} $ 24,313.57 ij ,U~,tIfft'~\;;'l,jo;\II"'f."t.UI\"'U ii'..'" 'q'~"i":" ;' C ,':( . ,i" ,;2/-- 91/- 1.;< 9 Invenlory 01 Ihe real and personal eslale 01 " , " " " . , It. . ~ ., , crvslaJ.. L. Bankert deoeased '" ,. " , '! 1 . Cash on hand 126 61 2. Cash refund 28 .64 3. Proceeds of Survival Action (Court Order Attaohed) 19/815 00 4. Additional Proceeds of Survival Action (Court Oder 5197.9 21 attached) TOTAL 25,949 46 . , I.n t~~ -- . ~, (,I <~ :? (J. : i'~.: 0\ , .-,r. , , ',' 'I' , :0- r. ;e 8 \-1 , ~11 .',3:J ~u:: ~ '- c; , ~l 8 " C3 1: , COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } PI James R. Bankert & Judy D. Bankert bolng duly. S\olOI'n according to law, dapolll and laYI th.tt h.Y are the administ~~s -------.-----.--.------.--_. 01 the Eltate 0/ .--C.r..Y.!l.tal L. Bankert lole of ..-_2.45..J,laJ.!:.Jm9J.".!L~t~.9Etrd__ners , Cumberlend County, Pa" d,p'IIf:d. .nd th.t the within il an Inventory made by ..J.bem ._ ._.._._" the said administrators 01 tho entire estato 0' uld decedent, con listing 0' all the personal prop'~rty and rill "tate, except r..1 "hte ouhlde tho Commonwealth 0' Pennlylvanla, and that the /lgurll oppollte IIch Item 0/ the Inventory repre..nt lt'l fair value as 0' the date 0/ decedent'I duth, ~wnrn t'.n and lublcrlbed be'ore me, /~ I\~C~AY ~ ....... w:l~) \l. n.rn4GA DB (J 649 Baltimore Pike, Gard ners PA Addr... 17324 _ Ae}'il______" 7 , 19 95 -~()- Date 0/ Death 11 Dey !!. Month 1994 rur INSTRUCTIONS An inventory mUlt be /1I.d within thr.. month I alter appolrltment 0/ perlonal reprllenta"ve. A lupplement Inventory mUlt be /lIed within thirty daYI 0/ discovery of addltlonalmeh. Additional Iheeh may be attached 81 to personalty or rulty See Article IV, Flduclarlll Act 0/ 1949. ~ ~ I!! 1 0. g .. ~ II ~ W ~ Q III i!: 0. .../ U. (/) r ~ '" ~ u. ~ ~ 0 QI W 0 r:l to > '0 Z o Q '" c: " 0 - ffi ~ III <3 z Cl ~ ... "0 c: ... .. -.: 0 .. .D .. e ~ .. " .../ U " . " 2, $5,979,21 to the survival aotion to be held by petitioners as an asset of the estate, to be distributed as follows: A. $3,431.47 to the Pennsylvania Department ofPubllo Welfare to satisfY the subrogation lien held by said Department for the reimbursement of medical expenses paid on behalf of the estate by the Department; and B. $2,547.74 to James R. Bankert and Judy D, Bankert, administrators ofthe estate of Crystal L, Bankert for the payment of the bills and expenses listed In Exhlblt "C" attaohed to the pNition, Plaintiffs, executors of the estate of Crystal L. Bankert, deceased, are authorized to discontinue the aforesaid actions and to execute and deliver a good and sufficient release of the uninsured motorist claims of the estate under the Erie Insurance Group policy of Chad B, Hurley and the State Farm Insurance policies of James R. Bankert and Judy D, Bankert. Execution ofa release. and payment of the sums of Fifteen Thousand and no/100 ($15,000,00) Dollars and Forty-five Thousand and no/1 00 ($45,000.00) Dollars as aforesaid shall constitute evidence of complete satisfaction of claims and demands of whatsoever kind or nature Oflhe estate of Crystal L, Bankert, deceased, under the survival action and also of all persons entitled to recover wrongful death damages as a result of the aforesaid accident and death of Crystal L, Bankert, deceased, against Chad B, Hurley, as well as the underinsurance coverages of Chad B, Hurley and of James R. Bankert and Judy D. Bankert, By the Court, . " .. . '.,t.. ")'.:.0"... ". .. '.' ,',.. ,,;',' ~. ).., /n.\ r'(~t.l. '''''.'' ".I... ~ ",," ,.1. if' 'Il~,i,/,:~,\'i ..,1i/llj~l{ ; Ivml ,,~I~l (0(11 'rr.; ~..\I.~ 1\1~11::J ~_'~I.ll "';'1 i:r.Jl.li1 ~l {;a,1tmG, P~. '!\',i. .I!';i~:\....:.I,i::.. ()f{~b"".,t le~yX:' \-. I,.;)()...~), . \ .Jkb\.\lmQ0.0491.lc:l- ' .".... . . f'r':>''lI.r,~Mr'') lL Kev/n /I. J-Iess ], 4, At the time of the accident, decedent was a pass'enger ina niolOf veliJol; anvCii' liy Chad B. Hurley, who malntalned an automoblle Insurance policy Issued by Erie Insurance Group (Policy No, QIO.6002941-H), whJch policy contained limits of bOdily Injury liability In the amount 0/'$100,000,00 and umlerinsured motorists Coveragc limits of$15,OOO,00, as indicated on the declaration page of said policy, a copy ofwhJch is attached hereto as Exhibit "A" and incorporated herein by reference. 5, petitioners, after a review of the accident Investigation by the PelUlsylvanJa State Police, are satisfied that Chad B, Hurley was not at fault in this accident and that the accident and rcslIilant injuries and death of decedent Crystal L, Bankert were the direct result of the negligence of Samuel Carannate, and believe that it Is in tho best Interests of the estate to release Chad B. Hurley O'om any liabllity claim in thJs matter. 6, At said time Crystal L, Bankert was a member of the household of James R. Bankert and Judy D, Bankert, your petitioners, who maintained three automobile insurance policies issued by State Farm Insurance on three separate vehicles, each with stackable underinsurance policy limits of$15,OOO,OO, as Indicated on the declaration page ofsald policIes, copies ofwhJch are attached hereto as Exhibit "B" and Incorporated herein by reference, 7, Both Erie Insurance Group (on behalf of Chad B, Hurley) and State Fann Insurdnce (on behalf of James R. Bankert and Judy D. Bankert) have offered pay the underinsurance limits in this matter, that Is, $15,000.00 from the Hurley policy and $45,000,00 from the Bankert policies and petitioners are satisfied that these offers and the proposed settlement are in the best interests of the estate, are reasonable and Just and are willing to accept these otTers if approved by your Honorable Court, I .... ':"1 I , 8, Petitioners, as the parents and sole heirs ofdecedeni~'a;:etlieoilly'pcrsoiis'eriiitled to recover damages for decedent's death. 9, Petitioners have agreed to pay attorney fees based on 25% of the total amount recovered In any out-or.court settlement of this matter, 10, The Pennsylvania Department of Public Welfare (DPW) has advanced the total slim of $34,867,97 for the payment of medical expenses attributable to medical treatment rendered to the decedent prior to her death, for which the Department holds a subrogation lien as provided in the Public Welfare Code, as v.mended by Act 1980-105, 62 P,S. Section 1409 (b)(I) et seq. and Section 1974 et seq, and the Social Security Act, 42 U.S,C. Section 1396a (25) and Section 1396k, 11. DPW has agreed to accept the sum of $23,246.47 in full satisfaction of its subrogation claim, of which petitioners have paid $19,815.00 pursuant to the aforesaid Order of Court, leaving a balance of$3,431.47. 12, At the time of her death, decedent had bills, debts and other financial obligations as are listed in the attached Exhibit "C", which sums remain due and owing, 13, Accordingly, petitioners propose to allocate the total sum of $60,000.00 in the aforesaid settlement proceeds as follows: A. $54,020.79 to the wrongful death action, to be distributed as follows: 1.) $15,000.00 for attorney fees representing 25% of the recovery; and 2,) $39;030.79 to James R, Bankert and Judy D. Bankert, surviving parents and sole heirs at law of the deceased; and , ,-. -.-...-.. PIONEER FAMILY AU~O AMENDED DECLARATIONS 01 ~ ~ EFfECTIVE 09/21/94 ATTACH THIS TO YOllR POLICY. REASON FOR AMENDMENT "AUTO 1 REPLACED, LIENHOLDER ADDED AA76:~8 GREGORY A GARBITr 10/10/93 TO 10110/94 Q10 600294r' H , ., CHAIJ B HURLEY 51 MOUNTAIN S1' LOT' ")'1' HOLLY SPRINGS PA 1706!H431. " AS LI STED BELOW AOE~T - GREGORY A GARRITY AGENT PHONE - 1'l17) 2'3-3467 ITEM 4, AUTOS ~OVEkEV ~,U'!'O l'R I'IAU; 1 91 l'OItD !'-150 2621 SPRING ROAD CARLISLE PA 17013 :i' """ ,,, 1 "URA", " PROm" "IR> . mHm. OR lNeL. IS 'HOWN EOR THE " COVtRAOE. COV~R^GES, LIMITS AND ANNUAL PREMIUMS ARE AS fOLLOWS- VIN ST TER SYM RATING CLASS D~P lrT~rl'N3MLA'6197 PA 27 5 02Y --. TEE LIMITED TORf OPIION APPLIES TO ALL PRIVATE PASSENGER VESICLES. __. ~!A~!LITY ~nOTECrION- ~":'!)!LY If/JURY $l00M/PERSON $300M/ACO PROPERTY DAMAGE $103M/ACC rl~S! 2AHTT ~!NErIIs- ~EDJC^! EXPENSE ~10M !~;(:O~lE LOSS .lM/t101J1'H, $BM MAXIMUM ACCIDENTAL DEATH $5M rUNrHAL hENErIT $2,~M UNI"SU?EU MOTORISTS COVERAGV- S~D INJ $15M/'ERSON '3~M/^CO-STACKED UNDEHINSURED MOTORISTS OOVERAGt" bOD INJ $15M/PEHSON '33M/ACC-STACKED 13 PHrSICAL ~AMA3E COVERAGES- . CCI1J'HEHENSIVJ: - ~50 DED 119 I; COJ,! 1" OH - I'" '" >1, ;: ""0'" '0",.",_ r ROAD stRVl" 5 r TRAH5P EXPENSES - COM' $23/DAY, $aZ0/LOSS 3 it. Tr:I,,'I~j/' j;XPl~NSES - COLt $20/DAY, $B00/LOSS 11 I (:.} iOTAL !dl/IVAI. I'REMIUM FOR EACH AlITO 107~ 1'1 !'VTI.!. A/I/IUA!. POLICY PREMIUM $ 1,07~ I:! ,,"'" 'J'l 'm AL co ^"" '" 10 "IS "AN" I "SEE 'EV'", INVOICE sit" ,I" '., ml'!CADlI: 'OLJe,. ""RstH"". EXCEPTIONS TO ""'''''0", ITEMS 11i ,I J, '.:"",' , FA' "/91, ^"U" "I", """ "I". """ "I". UN,,, "~,,, "",'" 'J;..e",,, "I", 'I'; tu I,~I 111 264 1112 Ii 117 33 5 3 ,,.... :t', , . e .\. ., ,COU~rs AVAILABLE - SEE ENCLOS'D FORM UF-5853 tU~_~lIfl 1 - ......-....,..., S1048AACEDK STD DISCOUNT AUTO RATE QUOTE STD DISCOUNT QUOTE I 2 1978 FORD G TERRl037 ~QUOTE # 1 1978 FORD G TERRl037 w HCO ~MCD '" IRG:D01 CL:18 PREM "'IRGI001 CL:18 l'REH w l.lIPD 50/100/50 $108.50 '" 8XPO 50/100/50 $108.50 w FULL 'rORT '" FULL TORT '" /olEO $10000 $26.74 '" HED $10000 $26.74 '" P $2500 $.98 '" F $1500 $.70 '" 2 $5000 ~8.54 '" Z $5000 ~8.54 '" ERS 3.60 ~ ERS 3.60 '" U 50/100 $9.10 '" U 15/30 $7.60 '" l~ 50/100 $21.10 '" W 15/30 $8.50 '" y $25000 $8.10 '" " $5000 $1. 80 '" NEI~ PREMIUM $186.66 '" NEW PREMIUM $165.98 '" CURRENT PREMIUM $341. 42 '" CURREN'l' PREMIUM $341.42 '" DIFFERENCE - $154.76 '" DIFFERENCE - $175.44 '" 140WrHLYPREMIUM PF3-140DIFY RATE QUOTE $31.11 MONTHLY PREMIUM $27.66 PF4-VIEW CURRENT POLICY ACCEP~ TO CONTINUE I'" " " , , \ ' "" ,. ," , .. I; I:" (, . .. .'" '~" ;f-!} , .,1 .j' ." :;',' .;"...",1 l~l~,i <,:" , ,JS- . .' ~"r. :) , :! ." .',1 , , 'I " (,1,' , ,'.~ ;i;~ ..l ,("~ : 11~1 . ' S104BAACEDl< STD DISCoUNT AUTO RATE QUOTE STD DISCOUNT QUOTE , 2 1978 FORD G TERRl037 "'QUOTE , 1 1978 FORD G TERRl037 MCD "'MCD IRG:OOl CL:1B PREM "'IRG1001 CL:1B PREM BIPD 50/100/50 $108.50 '" BIPD 50/100/50 $108.50 FULL TORT '" FULL TORT MED $10000 $26.74 '" MED $10000 $26.74 F $2500 $.98 '" F $1500 $.70 Z $5000 t8.54 '" Z $5000 ~8.54 ERS 3.60 '" ERS 3.60 U 50/100 $9.10 '" U 15/30 $7.60 W 50/100 $21.10 '" W 15/30 $8.50 'I $25000 $8.10 '" Y $5000 $1.80 NEW PREMIUM \186.66 '" NEW PREMIUM ~165.98 CURRENT PREMIUM 341.42 '" CURRENT PREMIUM 341.42 DIFFERENCE - 154.76 '" DIFFERENCE - $175,44 MONTHLY PREMIUM PF3-MODIFY RATE QUOTE $31.11 MONTHLY PREMIUM $27.66 PF4-VIEW CURRENT POLICY ACCEPT TO CONTINUE Plaintiffs, elCecutors of the estate of Crystal L, Bankert, deceased, are authorized to discontinue the aforesaid actions and to elCecute and deliver a good lInd sufficient release of the claims ofthe estate under both the wrongful death action and sUlVival action against Samuel Car ann ate and Coslmo Matlchecchla, and Allstate Insurance Company and Erie Insurance Group, respectively, specifically reselVing the right to bring suit against any other organizl:tlon, person or tortfeasor who may have liabiHty arising out of the accident, injuries and death of Crystal L, Bankert, deceased, including, but not limited to the right to make a claim for underinsured motorist benefits under decedent's own automobile Insurance policy or any other policy under which the estate may be able to claim, .J( .-/'''-<~ ~^.-Uv?'~-<' ~. ~jt:. ;;""'l ..t:.- r- c~......... ~ /.....t:.;d-A..'./ EKecution ofa release and payment of the sum of Thirty Thousand and no/100 ($30,000.00) Dollars as aforesaid shall constitute evidence of complete satisfaction of claims and demands of whatsoever kind or nature of the estate of Crystal L, Bankert, deceased, under the survival action and also of all Fersons entitled to recover wrongful death damages as a result of the aforesaid accident and death of Crystal L. Bankert', deceased, against Samuel Carannate and Cosimo Matichecchia, and Allstate Insurance Company and Erie Insurance Group to the eKlent set forth above; however, said payment shall not constitute evidence of satisfaction ofany claim . against any other person, organization or tortfeasor, as aforesaid, By the Court, . TRUE COpy FROM RECORD In Testimony whereof, I here unto set my hand and the seal of said C al Carlisle, Pa. Thl '1~ day .of 19~ ProthonollrY I J( )::...., ",' /J, d:.r::s ], 4, Defendant Samuel Carannate, an adult individual who at said time resided at 214 Easi King Street, Shlppensburg, Cumberland County, Pennsylvania 17257, but whose present address and whereabouts Is unknown, was the driver of the motor vehicle which struck the vehicle in which decedent was riding as a passenger, when defendant failed to stop for a stop sign controlling his lane of travel at the intersection ofPa, Route 174 (Old York Road) and Pa, Route 34 (Holly Pike), 5. At said time, defendant Caraonate maintained an automobile insurance policy issued by Allstate Insurance Company (Policy No, 077764415), with liability limits for bodily injury In the amount 01'$15,000,00, 6, Defendant Cosima Matichecchia, an adult Individual residing at214 East Klng Street, Shippensburg, Cumberland County, Pennsylvania 17257, was the owner of the vehicle , being driven by defendant Carannate at the time of the accident, 7, At said time, defendant Matichecchia maintained an automobile Insurance polley issued by Erie Insurance Group (Policy No. X07 5503 145 H), with liability limits for bodily Injury In the amount 01'$15,000,00 I 8, At said time Crystal L, Bankert was a member of the household of James R. Bankert and Judy D, Bankert, your petitioners, who maintained three automobile Insurance policies Issued by State Farm Insurance on three separate vehicles, each with stackable underinsurance policy limits of'$15,OOO,00. 9, Plaintiffs' counsel has been advised that State Farm Insurance has performed an asset check on both Caraonate and Matichecchia and found that neither party has any collectible assets and that, In fact, the present address and whereabouts of Caraonate Is unknown, 'I," '- 10. Both Allstate Insurance Company and Erie Insurance Group have offered to settle the claim against Carannate and Matichecchla, respectively, for $15,000,00 each and plalntiffs are satisfied that these otTers and the proposed settlement are In the best interests of the estate, are reasonable and Just and are willing to accept these offers if approved by your Honorable Court. 11, PlaintitTs have not finalized their negotiations with State Farm insurance on the underinsurance claim and, therefor, wish to reserve the underinsurance claim as well as the right to claim and/or bring suit against any other organization, person or tortfeasor who may have liability arising out of the accident, injuries and death of Crystal L. Bankert, deceased. However, plaintitTs are willing to release defendant Carannate and defendant Matichecchia, Allstate Insurance Company and Erie Insurance Group, respectively, upon the payment to them of the $15,000,00 policy limits from each defendant, , f' i I,: I , 12, PlaintitTs, as the parents and sole heirs of decedent, are the only persons entitled to recover damages for decedent's death, 13, Petitioners nave agreed to pay attorney fees based on 25% of the total amount recovered in any out-of-court settlement ofthls matter, , , I., ' I ~ 14, The total funeral bill for the decedent was $7,685,00, of which $5,000.00 was paid from the proceeds of funeral bill benefits from automobile insurance coverage, leaving a balance due on the funeral bill of$2,685,QQ, , , . 15, The Pennsylvania Department of Welfare has advanced the total sum of $34,867.97 for the payment of medical expenses attributable to medical treatment rendered to the decedent prior to her death, for which the Department holds a subrogation lien as provided in the I' " " ~REV01547 EX AFP (12094_ C~A1TH OF rEHNSV1VAHIA DEPA!TItEHT OF REVEIM .UREAU OF IHDIVIDUAI TAMES Il€Pl, IInOl HARRln~Q, PA 1712'-0601 /L/'~~()~/J, (Y NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ACN 101 DAT! 07-31-95 FILE NO. DATE OF DEATH 08-11-94 COUNTY CUMBERLAND NOTE 1 TO INSURE PROPER CREOIT TO VOOR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAVHENT TO THE REOISTER OF WILLS. HAKE CHECK PAVABLE TO "REOUTER OF WILLS, AOENT" REMIT PAVMENT TOl HAROLD S IRWIN III 36 S PITT ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 f AIIOunt R.Mlttld l CUT ALONG THES LINE ~ RETAIN LOIIER PORTION FOR YOUR RECORDS ~ iiiV': i5ijj "iiC"'\F if"! i2: 94r- iiifr"i or "OP"INiiiiii f Aifcc""fA'x. 'APPitA"i iiM EiiT~" "AtrOWAN-ci. OR..."" no".."..."" DI~ALLOIIANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BANKERT CRYSTAL L FILE NO. 21 94-0729 ACN 101 DAT! 07-31-95 TAX RETURN WAS, 1 X) ACCEPTED AS FILEO I ) CHANGED RESERVATION CONCERNINO FUTURE INTEREST 0 SEE REveRSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..l E.tot. ISch.dul. A) (1) ~. stock. ond Bond. (Sch.dul. B) 12) 5. Clc,"ly H.ld Stock/Plrtn.r.hlp Intlr..t ISch.dul. C) (5) 4. Hortgog../~ot.1 Rlcllvobl. ISch.dul. D) (4) S. C..h/Bank D.po.lt./HI.c, P.r..n.l Proplrty (Sch.dul. E) (S) 6, Jointly OWn.d Proplrty (Sch.dul. F) 161 7, Tr...flr. ISch.dul. 0) 171 e. Totol hl.to .00 .00 ,00 .00 251949.~ .00 ,00 Ie) 25,949.46 APPROVED DEDUCTIONS AND EXEMPTIONS I 12,402,97 9. Fun.rll E.p.n.../Ado. Co.t./HI.c, E.p.n..1 ISch.dul. HI (9) 10. Debh/Hcrtglg. Llobllltl../Llon. (Schldul. I) lID) 24,313.5l. 11 , Tctol D.ductlcn. 111) 12, Hit VIlu. of To. R.turn (2) 15, ChorUlbl./Oovlrnn.ntol a.qu.lto (Sch.dul. J) US) 14. N.t V.lue of E.t.to Subjlct to T.. (14) NOTEI If In 1l.....II.nt w.. iI.u.d pl,.dou.1Y, 11n.. 14, 15 .nd/or 16, 17 .nd 11 will r.f1.ct f1gur.. thlt includ. the total of ahh r.turn. .......d to d.t.. ASSESSMENT OF TAXI 15, AlOOIHlt of L1n. 1<l .t SpoulIl r.to lIS) 16. Anount of Lln. 14 t...bl. .t Lln..l/Cl..1 A r.t. (16) 11. AMOunt cf Lln. 14 t...bl. .t Coll.tlr.l/Cl.l. a r.t. (17) lB. Prlnclp.l T.N Duo TAX CREDITS I PAVHENT DATE 36.716,~ 10,167,08- ,00 10.767.0B- .00 .00 ,00 X .03_ X ,06_ X ,15_ 118l ,00 ,00 ,00 ,00 RECEIPT NUHBER DISCOUNT 1+) INTEREST I") AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTlREST TOTAL DUE .00 ,00 .00 .00 . IF PAID AFTER DATE IHDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, IF TDTAL DUE IS LESS THAN '1, NO PAVHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), VDU HAV BE DUE A REFUND. SEE REVE'SE SIDE OF THIS FORH FOR INSTRUCTIONS.) III .~. .'( , I,') "'iJ.. I,') .,., , , I \.., .- 1'"\ '...j '1 ,.' \, " U il. 1.(\ Ii l: , &:l.t: F' dO REHRVATJOHI rlbtll of dIoedlnt. dylnt on or blfor. 0.0...,. U, 1912 .. If IInW future Interllt In the ..twt. 11 ,r",.flrred In pa..I..lon or enjoVHnt to CStIl I (ooU,.,r.U beneflo!"... 0' thl Mo~t IU,r the Iwp.r.Ubn 0' MY ..tltt for 11" or 'or v..r., thl C~llth hereby IMPrl..lv r...rv.. the right to eppr,I.. and ...... tr""',r Jnhlrlt~. riM" It thl l.w'ul el'" I (0011",r,1) r.t. on any IUGh future Int.r.... PURPOSE Of HOnCEI To fulfIll the rlqulrlHntl of ItoUon 2UG of thl Inherltlncl ana E.t,t_ TIM Aot, Act 2Z of 1"1. 12 P.'. Soc\lon 11\0, PAYMENT, OItech the top portion 0' thh HotlCI Ind Il.tMIJt with your Ply.."t to th:l Righter 0' Willi printed on thfl rlVlr.1 tide. ..H.... ,,,",,~ or .OM' order p..oIll. 101 REGISTER GF MILLI, AGENT All PIVlentl recllvld ,hall '.rlt be ",It,d to any lnt.r..t which ..y bt due with Iny ,....Indtr IPPlled to the t.., RE'UND (CR)I A "food of I tlM crldlt, which "I' not r"",.tld on thl Te. Rlturn, IIV be r.quutld bv callPl.tlnl In "Applloltlon far Alfund of Penn.vlvIMI. InherltlnO' and E.tlte TIM" (RfY-1S1S). Applloltlon. Ir. IVlllabl. It thl OffiCI of thl AII..ttr of Willi, MV of the n A,venue DhtrJat Off Jell, or bv CIUJng thl .plaJII U-hour In.WlrJng ..rvlol nUlblr. for fori' order I",! In renn.vlvanJI 1-100.362-2010, out.l~ Pennlvlvlnll ~ within 10011 Hlrrhbur. Ir.. (717) 717.IOM, TOOl (711) 772"2252 UMarlng 1..lred DrIly), OIJECTIOHII Anv Plrtv In Intlrl.t not .,tlofled ..Ith thl eppr.I...-nt, Illa..tne. or dl,lllo..1n01 of deductlonl, or 1.lllllent of tlx Unoludlng dhcOU'It or Jnhr'lt) II .hN1 on thh HotlOI ...t obJlOt within IIxtv (60) d'VI of recllpt a. thh Hotlel bVI -...rlttln prot.,t to thl PA OIp,rtaant o' AIVenut, 10lrd o. AppI.I" D.pt. 211021, H.rrl.burg, PA 17121-1021, OR ...l.otJon to hev. thl .Itt.r det.rllned .t IUdlt of thl acoount o' the Plr.onll repr..antltlv., OR --IPPIII to thl Orphln.' Court. AllIIIH ISTRATI\I!: CllRRliCTlOHI. FlGtuII .rror. dllcov,rld on thll .....Ilent .hould be Iddr'l.td In ..rltlng tal PA OIplrtaent of A.venua, lur'llJ of Indlvldull T.x.I. ATTNI Po.t A.....llnt Ravl... Unit. Dept. 210601, H.rrllburg. PA 1712&.0601 Phone (717) 717-6S05, 1M Pili 5 of thl bookl.t "Inttructlon. 'or InhtrltlnCll 'I. A.turn for. Ruldent Dacldtnt" UtEV-1S0lJ for an Ixpllnatlon of "*Inlttrltlv'lv corrlcttbll "rort. IHTERf:ST . If anv tl. due I. Plld within thrM (5) clllnd.r ~th. ..t.r the dlc.d.nt', delth. I flv. plrclnt (SX) dl.count 0' thl tl. p.ld II Illowtd. Intar..t It charted btglmlna with flrat d.v o' cMlInquancy, or nine (9) IIOnthl end ant (1) dav frOl the dltl a. death, to the data a. PIVHnt. TlMII which btc.. dtlUnquent befora Jonuarv 1, 1912 btlr Interllt .t thl rltl o. ' II. (6X) p.roent plr annul o.lculltld .t a dlllv rltl O. .000164. All tl~I' which bee... dlllnquent on and I't.r Januarv I. 1912 ..111 blar Int.r..t It . ret. Nhlch will v.rv frol c.l.ndlr v.ar to cllendar v'lr ..lth th.t rlt. announced bv the PA Dtplrtaent o' A.vtnUl. The appllcabll Int.r..t rat.. for 19.2 through 1995 Irll OIICIlIItT. '!!!! Inter..t Alt. OIUV Inttr..t~ !!!! Inter..t Aata Olth Inter..t Factor 1.11 2U .0001\1 1917 'X ,0001\7 1911 16X .000\11 1911-1"1 m ,000101 1.14 IIX .000101 1991 'X ,0002\7 1911 UX .000116 1991-1994 /X ,0001'2 1916 lOX ,0001/\ 1"1 'X ,00DU7 --Intar..t It calculated II 'ollowI! IHTEREST . BALANCE OF TAX UNPAID X NUKlEI OF DAVS DELINqVENT X GAILV INTEREST FACTOR "'Anv HoUc. luutd Iftlr thl tl. blOOMI delinquent ..Ul raUlat an Intarllt cllculaUon to flft"n US) dIVI, blVond the dltl a. thl ......IInt. If p,v,,"t II lid. aftlr thl Int.r..t coaput.tlon dati lhewn on the Hotlc., IdcUtJonll lnter..t ItUlt bl calcullted.