HomeMy WebLinkAbout95-00833
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OATH 01" Pt:RSONAL REPRESENTATIVE
COMMONWEALTH OF I)ENNSYLVANIA
COUNTY OF (!I"JJ,.-'>....I..',)
} ss
The pelltlone,(s) above,named swea,(s) or affl,m(s) Ihat the
slatements In Ihe foregoing pelltlon are Irue and correcllo Ihe best
of Ihe knowledge and belief of petltloner(s) and Ihat os personal
rep,esentallvels) of Ihe sbove decedent pelltionerls) will well and
t,uly admlnlste, Ihe est ale according 10 law.
Sworn to or arn,med
bero,e me this '1...
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II/,l"j( . I,. ,;'..),:
MARY C/. EWIS
and subscribed
day of
19?"'-
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Register
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No. ?1-QS-R33
Estate of
LINDA L. FINK
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW NOVEMBER 6. 19~. In conslderalion of Ihe pelltlon on
Ihe reverse side he,eof, sallsfactory proQf having be~I1,.PIesented befo,e me,
IT IS DECREED Ihat JAMES ~ DUWN~
is(are entitled 10 Leite,s of Administration, and In accord with such finding. Letters of Admlnislrallon
are hereby granled 10
JAMES E DOWNS
LINDA L. FINK
In Ihe eSlale of
1J.~I', ('It: . '.. (X'';rfrl,1}Ll
/ I Rralsler of Wills 7'.. /'
MARY C. LEWIS .
Called attorney on 11-6-95.
K:;.".~1iJJ t..J'16l1'E:,r:.. .;<.3 103
ATTORNEY ISup. CI. 1.0. No.)
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ADDRESS
71 '1 .::>,/3 ""1" svlJ
PHONE
71'7 ~31 7<-..>-1 ct~"-
FEES
Lelters of Administration ..... $ 18.00
Shorl Certlficales! ).......... $
ReCnpunclallon ................ $$ 5 .00
J 5.00
TOTAL _ $ 28.00
Flied .. t\QV ,..6., .. .. .. .... A. D. 19~
21 - 95 - 833
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CERTIFICATION OF NOTIC~ UNDER RULE S.iL!!
Name of Decedent I
Linda L. nnk
Date of Deathl lO/'l/QS
Will No.
R.3~ of 199~
Admin. No.
To the RegisLerl
1 certitt lhat notice at beneficiai interest required t,
Ruie 5.6(a) of the Orphans' Court Ruies was served on or mail.,J ' .
the (ollowing beneficiar.l.es of lhe above-capt.l.onad aaloU.a on
01/12/96 I .
~
Address
James Downs 32 E. Locust St., Mechanicaburg, P^ J7055
Jeff Fink 624 S. Federick St., Mechanicaburg, P^ 17055
Dennis Fink 12 South High St., Mechanicaburg, P^ 17055
Nntice has now been given to all person. entitled thareto under
Ru.l.e 5.6(a)' except
Datel
01/12/96
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Name P/ll1chllrd
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Wagner, Ilag.
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Addresa 2233 N. I"ront St,
lIarL"lahur<l, P^ 17110
Telephoner/I'll 234-7051
CapacitYI
Per.onal Repre.entative
Coun.el for peraonal
repre.entatlve
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P.O. BOX 73B7
W, TRENTON, NJ 08628
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RSHEY&TULLY /~ "
MANCKE. WAGlNER. HE r;llIJ"" .';' '1"
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ESTATE OF LINDA L. FINK
a/k/a LINDA L. RANGE
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 00833-1995
IN REI
ORPHANS' COURT DIVISION
ORDER
IGor// j )~/"~'
AND NOW, this,L-U--day of -c l 0 ' , 1997, upon
Petition of the Executor and the beneficiaries of the Estate of
the Late Linda L. Fink, it is hereby ORDERED and DECREED that the
settlement with Nationwide Mutual Fire Insurance Company is
approved as follows:
A. Twenty-five (25%) percent of the survival action,
which amounts to six thousand two hundred fifty
($6,250.00) dollars, shall be allocated to the
survival action and counsel fees of thirty-three
(33%) percent there is approved.
BY THE COURT:
Itl">( (iff ~/
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IN RE:
ESTATE OF LINDA L. FINK
a/k/a LINDA L. RANGE
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 00833-1995
ORPHANS' COURT DIVISION
PETITION
AND NOW, come your petitioners, by and through their
attorneys, MANCKE, WAGNER, HERSHEY & TULLY, and files the
following Petition:
1. Your Petitioner, JAMES E. DOWNS, individually and
as Administrator of the Estate of the Late Linda L. Fink, is one
of three beneficiares of the decedent.
2. Your petitioners, JEFFREY FINK and DENNIS FINK, are
natural children of the Decedent, and also beneficiaries of the
Estate of the Late Linda L. Fink.
3. On or about the 21st day of october, 1995, in Upper
Allen Township, Cumberland County, pennsylvania, the Decedent,
Linda L. Fink, was fatally injured as a result of an automobile
accident in which she was a passenger in a vehicle driven by
Sandra Gobat.
4. The Decedent died without executing a Will, and the
Petitioners herein are the sole surviving children and
beneficiaries of the Decedent, the said Decedent not being
married at the time of her demise.
,
"
5. A negotiated settlement with the third party,
Sandra Gobat, Nationwide Mutual Insurance company, for twenty-
five thousand ($25,000.00) dollars, (policy limits), has been
agreed upon by the parties. (See Exhibit A, the Release attached
hereto).
6. The Commonwealth of Pennsylvania, Department of
Revenue, was contacted on behalf of the estate with the facts and
circumstances of the accident, including the short period of time
that Ms. Fink lived, resulted in an agreement with the Department
of Revenue that twenty-five (25%) percent of the twenty-five
thousand ($25,000.00) dollars be attributed or allocated to the
survival action, with the balance to the wrongful death action.
7. The estate executed a contingency Fee Agreement
providing that one-third (1/3) of the settlement be paid to the
firm of MANCKE, WAGNER, HERSHEY & TULLY, plus costs incurred.
8. The investigation of this matter resulted in costs
of $1,195.00.
9. Petitioners herein request Court approval of the
allocation of twenty-five (25%) percent of the twenty-five
thousand ($25,000.00) dollars to the survival action on behalf of
the Estate of the Late Linda L. Fink.
10. The beneficiaries herein, by virtue of the
verification, respectfully request the Court to waive the
necessity of a hearing on this matter.
f,
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I
VBRIFICATION
I verify that the statements made in the foregoing
document are true and correct. I understand that false
statements herein are made subject to the penalties of 18 Pa.C.S.
section 4904, relating to unsworn falsification to authorities.
~ .
" (\IWI.L() 1::-.
Oc/) .luHj;)
DATE:
Co - d-. \ - 0.( 7
RELEASE OF ALL CLAIMS " , 1M
EXCEPT ANY AND ALL UNDERINSURED HOTOR~ST BENEFITS
FOR AND IN CONSIDERATION OF \.be payment to me/us or \.be sum or ($ 25.000.00
Twenty Five Thoueand and OO/lOO ------
illJ lH ..oolltlJ
KEY 102195 01 HMB
00 lllU'8 ,
Jnd o\.ber good and valuable consideration. IIwe, being or lawrul ago. havo released :1Ild dlscharll8d. and by tbese
;lresents do Cor myseLf/ourselves, my/our heirs. executors. ldm1J11strnlOrs llnd 115s1gns. release, acquit aad rore.yer
Sandra Gobat, ~ationwide Mutual Fire Insurance Company
llscharge
md any I1Dd all other persnns, Clnns and corporations. ...he\.ber he,-eln named or rererred to or not. or and cram IlIlJ and
ill past. present and tuture actions, causes ot llCUon, claims, demands. dama.ces, costs. 10s8 at services. expenses,
:ompensatlon. t.b1rd PlU'tY actions. sults at law or In eQUIty, including clollnS or sults ror cnntrlbutlon and/or lndem-
:1Jty. or whatever nature. and all consequent1al damace on a.ccount or, or In any wa,y ~w1ng out or any I1Dd all known
l1ld unknown personal InJuries. death andlor propertY dam..e resulUng or to result rrom an accident that occurred on
21st Cumberland Parkway, Upper Allen Township,
or about \.bo da,y or Oct. 19~. at or nellt Cumberland Countv. PA
I/we herebY declare and represent that the lnJurles sustained may be permanent and progresslvo and that recuve...
:hererrom Is uncertain and Indefinite. and In maldng this releasa and agreement It ls understood lIDd acreed \.bat lI..e
,ely ..hollY upon llIY/ourownJudcment. bellerand knowledge or the astute, extent and durat1nn or sald Injuries, and \.bat
Vwe bave not been 1ntlu.nced to any extent ..batever In mok1ne this release by any representAtions or stAtements
,egnrd1ng sald lnJurles. or regardlne allY otber matters, made by tho persons. rlnns or corporations who are hereby
,eleased. or by any person or persons represenUog him or \.bem. or by :lilY phJslclan or surgeon by him or \.bem em'
~loyed.
IIwe understand that thls settlement Is \.be compromise or a doubtful and disputed clalm, and \.bat the payment
Ls not to be construed as an admission or llnbillb' on the pan; or the persons. rlnns and corporat.lons hereby released
oy whom liability is expressJ.y denied.
It is agreed that dlsll1but1on of the above sum sball be made as rollows: one lumo sum
TI1is docunent does not release, modifv or limit anv claim for under"...nsured
rrotorist benefits.
This release contains \.be ENTIRE AGREEMENT between the partles hereto. and \.be terms or this release are
contractual and Dot a mere rec1tai.
IIwe rurther stAte that IIwe bave cnreru1J.y read the rorecolne release and know the contents thereof. and IIwe
sign the same as my/our own rree act. ()
WITNESS MYhand aDd sl!lll this 0; L/ 1!:5 day or fI-I.4..i'!.C 1-1- , 19 q '7
IN THE PRESENCE OF
Name 1:?o... I~L~ c..oO\t-- )
AddreSS{...," V-' I--\A.\ M.~\o4Al,qB,:1li. rl-
CAunONI READ BEFORE SlaNING
(BEAL)
Nllllle ~-... r::=:-M.-Lr:" c...D~ 1- )
,~ ' \) )
AddressQ"l v.J /..AA,.J .u.~wI1J,~ t)
State of P~'\).""VI.I.JM.\ ~ )
Counl;y Of~J,;"Lt.AN,.,..., ss.
On t.b1s ~4 day of ^^ AfJ..CI-r-
1)OWNC;
(BEAL)
of
The
. 19 q { berore me personall.7 appeared ~ E
herein, IUld who oxecuted \.be rorecolnglnstrumeDt and
~
to me GOwn to be th. person.... described
ac:lu1o..ledged that _\-l-t.7"
vOlun~ecuted the same.
My term ellllres L? ,'/ yY
d--O C 0
. 13
PIllfl6~"earle Cool<. Notwy Public
Mochanrc5bu'll BolO, Cumborlard Coonty
My commIssion Exp".s AUll. 22. 2000
Mp.mtler. Pennsylvama ASSOCIation 01 NOlalles
Auto 615-0
OFFICE OF CHIEF COUNSEL
DEPT 2SI06.
HARRISBURG, PA 17'2S,'06'
. .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Rec . li (O.';j Ft I
'*
PHONE,117.161"362
FAX: 117.112,1459
April 24, 1997
P. Richard Wagner, Esq.
Mancke, Wagner, Hershey
and Tully
2233 North Front Street
Harrisburg, PA 17110
Re: Inheritance Tax
Estate of Linda Fink
Allocation of Proceeds
Dear Mr. Wagner:
This is in response to your correspondence of March 31,
1997, requesting that I review your request.
I have reviewed the request. The Department of Revenue has
no objection to the allocation of the 25% to the survival action
and 75% to the wrongful death action for Pennsylvania inheritance
tax purposes. The survival action portion must be reported on a
Pennsylvania Inheritance Tax Return and the appropriate tax paid,
I trust this responds to your request. Please do not
hesitate to contact me if I may be of further assistance.
Very truly yours,
~4-L
Vicky Ann Trimmer
Senior Assistant Counsel
cc: Estate File
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Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters of Administration
No. 1995-00833 PA No. 2195-0833
ESTATE OF FINK LINDA L
lLA~T, t!K~T, M!UUL~I
a/k/a
Late of
RANGE LINDA L
UPPER ALLEN TOWNSHIP
~UMtl~KuANU ~UUN~r,
Deceased
Social Security No. 169-44-2626
, late of UPPER ALLEN TOWNSHIP
WHEREAS, FINK LINDA L
lLA~T, t!K~T, M!UUL~I
CUMBERLAND COUNTY , died on the
21st day of
october
1995;
WHEREAS, the grant of letters of administration
required for the administration of the estate.
, Register of Wills
, in the
Letters of Administration___
THEREFORE, I, MARY C. LEWIS
in and for the County of CUMBERLAND
Commonwealth of Pennsylvania, have this day granted
to JAMES E DOWNS
(LA~T, F!K~T, M!UUL~I
who has duly qualified as administrator(rix) of the estate
of the above named decedent and has agreed to administer the estate according
to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY
COUR~ HOUSE, CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office on the 6th' day of November 1995.
,7Ilf"'l,~11W~'~~ii'~~1iO%r.G, '
':', .: At c
**NOTE*. AI~ NAMES ABOVE APPEAR (LAST, PIRST, MIDDLE)
UV.l~Ga [.. (7 'hI
~
~~~
lotoI;"u
_00
-.,-,
u"..
~
..
o. '! ,"
Il~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
I/OR OATIS 0/ OIArH AnlR 12131191 CHICK HIRE
1/ A SPOUSAL -
I POVERTY CREDIT IS CLAIMED L
,/ILI NUMBER
i
'S9UNrV CODE
,- "
~ .~I.)
'IS
z
~
o
~
'"
~
o
COMMCNW(AlTH Of '(NNSnVANIA
O[PAUMfNT Of lIl("(NUf
Of" UOfloOl
....u.IS.U.O. PI, 11121.0601
,OfeIDINI" N"'MI :LA' ,.., "'ND IrolICCL ,hi ....ll
i Pin!;, Linda L.
:'OC"'L neUll" NUMI!I 10...TI Of OI...rH 1'0""1 Of t,UH
i 169-44-2626 I 10/21/95 5/13/50
I" ....11"'.111 ~U'~lYIHG .~.. S "'_, .'A" "'" ....a ..'0011 """"'" I )OC1"'L UCI,;Ii1l' NUMtU
I
17055
NUMBER
... lYE"
olCloWI, O:OM'\('" ...oD.IU
1057 ~anroc nrive
rlechanicsburg, PA
(""'ll, Cuwbcr in nc1
"'MOUNt 1(((I"ID jut IN,lluC1l0N)1
!
~ffi
=0
~z
B~
I
I &J I. Original R.turn C 2. Supplem.ntol Return
IDA. limited Eltol. 0 40. Fulure Inl.r,,1 Compromise
I (far dolt' of d.o,h oh.r 12.12.821
o 6, D.ud.nl Di.d Tellol. 0 7, D.ced.nt Maintain.d a living Tru,1
I (Anoch copy a' Will) (Attach copy of Tru't)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
N"'MI COM'Llft M"IUNG "DOnn
~.mQindtf R.tur"
{for daltl a. death prior 1012.13.821
F.deral hlatt Ta. Rtlurn R.quir.d
u ],
05,
_ 8. Total Number 0' So" v.pa.il Bo...
Bs
2233 North Pront street
Ilarrisburq, P/\ 1711 0
P. Richard Waqner,
111l1'HCNI NUMI(It
1717 I 234-7051
I
I
I
I
!
111 0
121 0
131 0
I A I 0
151 6,250.00
(61 0
(71 0
181 6,250.00
(91 6,764.10
lID)
%
;!
"'
:;
~
u
~
z
1. R.al Ellote (Sch.dule AI
2. Sloe.. and Bond. (Sch.dul. 8)
3, Clo,.ly H.ld Slaclr.JPartn",hip Inler'" (Sch.dule q
4. Marlgog" and Not.1 R.ui"oble ,Sch.dul. 01
S. Co ,h. Bonk D.po.ill & Milc.llan.ou, P.nonal Property
ISch.dul. E)
6. Jolnlly Own.d Property (Sch.dul. F)
7. T,ans',,, (Sch.dule OJ (Sch.dul. II
8. Tolal Grou Au.11 (tololllnes 1.7)
9, Funeral Exp.nses. Adminlslralive CO'u. Milt.llan.ou.
Eap.n.., (Sch.dule HI
! 10, D.bu, Mortgogl liebililill, I.I.n' (Sch.dul. II
i 11. Tolal D.duction, (tolallin.1 9 & 101
! 12. Nil Valu. of E.lo" (lin. 8 minu. Linl 11)
I' 13. Charitable and Gov.rnm.ntal B.qu.m (Sch.dule JI
lA, N.I Value Subl'ct to To. Iline 12 minu.lIn, 13)
15. Spou.al Tronlf.1I (for dolt. of d.alh oft., 6.30.94)
SI. In.tructlont 'or Ar,pllcabl. P.rc.ntoge on R.".".
Sid.. (Includ. 'talu.t rom Sch.dul. Ie or Schedul. M.)
16. Amount of Un. 14 laltobl. 01 6% '01.
(Includ. valu.. from Sch.dule Ie or Schldule M.l
17. Amount of lin. 14 la.loble 01 15% rol.
Ilnclude vatu" from Sch.dul. K or Sth.dule M.)
18. Principal fa. due (Add tax from line. IS, 16 and 17.)
'9. C"dlll Spoulol Po".rty C,edl, Prior Peym.nll
(19)
(20)
6,764.00
(II)
1121
(13)
(1'1
o
(15)
(161
117)
x._-
)C ,06 =
x .15 =
(1SI
o
z
5!
:c
o
..
..
"
u
"
..
~
Inter."
OitCOUnl
o
o
+
+
20. If line 191, grea,.r thon line 18, .nter Ihe differencI on Une 20. Thl, II ,h. OVERPAYMENT.
aD
Chack here if you are reque\ting 0 refund of your overpayment.
(211
121A)
(2UI
o
21. If line 18 I. grealer Ihan lIn. 19, .nl.r the diHerenc. on lIn. 21. Thi, il Ih. TAX DUE.
A. Enter Ih. inler..1 un th. bolan" due on line 21A.
8, Enler Ih. 10101 of Un. 21 and 21 A on line 21 B. Thit jl th. BALANCE DUE.
Malee Check Payable tal RIVI.t.r of Willi, Av.nt
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -a( ,.-0( .' ,
Unc"r p.nalties of perlury, I d.c1ar. Iholl hav. uomin.d thit return, including accompanying ICh.dul" and slal.m.nl., and 10 ,h. b." of my Ir:nowl.dg. and beli.f.
II i. 'ru., correct and campl'I', I d.c1ore thai 011 r.ol ,,101. has b.en reportea atlru. mark.t ,alu., a.c1aration of pr.porer olher Ihan Ih. pellonal r.pr...ntative il
bOl"rt on all informalion of which preparer hal any ~nawledge,
)lo,,:'rull 0' 'U~ON II)lON~I'll '0. "uriO InulN "'OOIU) OAYt
2233 N. Pront st., IIilrrisburn, PA :/lfi'J'
"'ooltn 17110 0"'111 I
~ICi';"f~lt o. '11:~~_I!_._U~~1~1
I'ichilnl ~or,
~ -
'.
'IV.I~II.lJ.l1J
.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
, Ploo.. Print 0' f 0
fiLE NUMBER
COMMONWfAUH OF PENN5nVANlA
INHIIITANCI 'AX lnulN
IIIIDINT DICIDIN'
ESTATE OF
Linda I" rink
(All p,.porty iol"t1y.owno" with tho RI,hl .f SurvlVCtnhlp mull b. ..lul.I... .d Sch."ulo 'l
N~T~~ER DESCRIPTION
VALUE AT
DATE OF DEATH
1 survival Action
(see attached court order of 7/18/971
6,250,00
TOTAL AI.o onler on line S. Roea i1ulalion) S 6,250,00
(Altom oddilio"ol 8~- )( 11- ,he"1 if more 'pou h n..ded,l
,.-----
'-
IIVllllll.!'1I1
ESTATE OF
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWfAlfH O. 'fNNSYlVANIA
INH(RII,t,""CE 'u olIfflJ'U
_nIDfN' OrCfO(Nf
Linda [" Fink
ITEM
NUMBER
A. Funo,al Expon....
B.
4,
C.
I.
2.
3.
4.
5.
6.
7.
8,
DESCRIPTION
I.
~lyers Funeral Home, Inc.
1.
Admlnlllrallvo COil..
Personal Representative Commissions
Social Saeu,ity Numba, 01 Porsonal Rep,e.enlotlye:
Yea, Comml..lon. paid
2.
Attorney feel
3.
Family E.amptlon
Claimant
Add,a.. 01 Clalmanl at decadanl's doalh
51 ,eel Add,e..
City
Slole
Zip Coda
Ralotlonshlp
P,obole Fa..
Mlscellon.oul Expense"
Legal fees as per 7/1R/97 survival action order
TOTAL (Allo anla' on line 9. Reeapitulotlonl
(II mo,a .pac. I. neadad, In..,I additional .h..h 01 .am. .1...)
AMOUNT
4,681.10
2,083.00
56,764.10
Sine, 1910
@nyer@
Funeral Home, Inc.
BOYD L, MYERS. JR" Supervlso,
37 E. MAIN STREET
MECHANICSBURG, PENNSYLVANIA 17055
(717) 766.3421
BOYD L, MYERS
P"lldenl
TO James E. Downs
32 E. Locu~t S+..
Mechftnicsbur9. PA 17055
FOR THE FUNERAL OF
Linda L. Fink
October 21.
19~
itemized Account On Inside Page
95133
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SHORT CERTIFICATE
estate of FINK LINDA L
\ J...1\:;'I', r lK:>'I', 1'I1UUJ..t:; J
I, MARY C. LEWIS
Register for the Probate of Wills and Granting
Letters of Administration &c. in and for said
County of CUMBERLAND do hereby certify that on
the 6th day of November A.D.,
one thousand nine hundred and ninety five.
Letters of ADMINISTRATION
in common form were granted by the Register of
said County, on the
, late of UPPER ALLEN TOWNSHIP
a/k/a RANGE LINDA L
in said county, deceased, to
JAMES E DOWNS
\ J...1\:>'I', r lK:>'I', 1'I1UUJ...t:; J
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand
of said office at CARLISLE, PENNSYLVANIA, this 29th day
A.D., one thousand nine hundred and ninety five.
File No. 1995-00833
PA File No. 2195-0833
Date of Death 10/21/1995
5.5. # 169-44-2626
and affixed the seal
of December
7Jf)t0' (J JI),,;, ~Lv tJJ1/~
l I
Register
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
ESTATE OF LINDA L. FINK
a/k/a LINDA L. RANGE
IN THE COURT OF COMMON PLEAS
CUMBERLAND coUNTY, PENNSYLVANIA
NO. 00833-1995
ORPHANS' COURT DIVISION
IN REI
PETITION
AND NOW, come your petitioners, by and through their
attorneys, MANCKE, WAGNER, HERSHEY & TULLY, and files the
following petition:
1. Your petitioner, JAMES E. DOWNS, individually and
as Administrator of the Estate of the Late Linda L. Fink, is one
of three beneficiares of the decedent.
2. Your petitioners, JEFFREY FINK and DENNIS FINK, are
natural children of the Decedent, and also beneficiaries of the
Estate of the Late Linda L. Fink.
3. On or about the 21st day of october, 1995, in Upper
Allen Township, cumberland county, pennsylvania, the Decedent,
Linda L. Fink, was fatally injured as a result of an automobile
accident in which she was a passenger in a vehicle driven by
Sandra Gobat.
4. The Decedent died without executing a Will, and the
petitioners herein are the sole surviving children and
beneficiaries of the Decedent, the said Decedent not being
married at the time of her demise.
5. A negotiated settlement with the third party,
sandra Gobat, Nationwide Mutual Insurance company, for twenty-
five thousand ($25,000.00) dollars, (policy limits), has been
agreed upon by the parties. (See Exhibit A, the Release attached
hereto).
6. The commonwealth of Pennsylvania, Department of
Revenue, was contacted on behalf of the estate with the facts and
circumstances of the accident, including the short period of time
that Ms. Fink lived, resulted in an agreement with the Department
of Revenue that twenty-five (25%) percent of the twenty-five
thousand ($25,000.00) dollars be attributed or allocated to the
survival action, with the balance to the wrongful death action.
7. The estate executed a contingency Fee Agreement
providing that one-third (1/3) of the settlement be paid to the
firm of MANCKE, WAGNER, HERSHEY & TULLY, plus costs incurred.
B. The investigation of this matter resulted in costs
of $1,195.00.
9. Petitioners herein request court approval of the
allocation of twenty-five (25%) percent of the twenty-five
thousand ($25,000.00) dollars to the survival action on behalf of
the Estate of the Late Linda L. Fink.
10. The beneficiaries herein, by virtue of the
verification, respectfully request the Court to waive the
necessity of a hearing on this matter.
VERIFICATION
I verify that the statements made in the foregoing
document are true and correct. I understand that false
statements herein are made subject to the penalties of 18 Pa.C.S.
section 4904, relating to unsworn falsification to authorities.
4 -
. <':V\"I'lL;"l 1::_.
Ct.'ll..'I-1.. :-J
DATE I
Cc -d-\ -C/7
EXCEPT ANY
RELEASE OF ALL CLAIMS - . Dl KEY
AND ALL ONDElUNSURED HOTOIUST BENEFITS
25,000.00
::--oR ,\,,'10 IN CCNSIDERA ':':ON Of' :be ~a.:/lIleDt :0 Ole/us 01 :be SUI:! 01 (~
Nenc7 :!."7" Thous=d and 00/100
oolla.r.s.
>od other ",ad >lid 73luable coosldentloD. V".. '.inK 01 l:1wtuJ. 1ce. :>ave ",leased lOd iisc!llLr."d. >lid OY :bes..
;resentS do ~cr :ny~el!/ourseJ.ves. ~/our ~eir:J. ~1e<:tlt0r3. 'It'tmlnIQQ':1.tOf'S J..Cd il.Sstgus. release. a.cqmt :and ~orl!!.ver
Sandra Gcbac. ~at:~onvide ~ucual !!.=e !nsurance Company
:1scbl1lce
lOd any lOd all. other ~erscns. Qnos lOd CO,",0r:lt10DS. 1I1Iether ~erW1 =ed or ",Iemld :0 or ~ot. ot :1Od tram any >lid
ill ;Ja5t. ;Iresent .md ~cure 1C:1cns. ::wses 'Jt 1C:1ca. ciauns. demands. damB.ll'!s. -:Cst:l. Loss ot ser'"1ices. !xoeases.
-:omQeosaticn. :.bird ,art7 1C=ons. 5mts It taw or !.D eQUlt:r. lDcludiEu( cla.un.s or sw.t.s (or CCElctbuc.oD. 1ndlor Lndem-
'-'t'!. 01 'Nllatever ~uure. lOd all. CODseQUenaaJ. dnmWle 00 u:COunt 01. or ~ any "a::f ""wine out at UlJ' :1Od all. mown
md unJmown ~ersoDaJ. ~junes, death 1Dd/or ~ropert:1 damWle resultine or to result tram 10 acc!dem: :bat occu:red on
2ls:: 0 95 Cumb..rt""d Parle-olay, ~ Upp..r lllen 'towsl1;!.".
'Jr !beut tho day of ct. :'9_ 1t Qr :leftr Cu:n.ber_and CounC"'T. ..A .
V"e lIereDY decl,o.re :1Od ",present :bat :I1e inJur1es sustalned my b" ~enoaneDt lDd ~",cres3iv.. >nd :bat rec:<>verJ'
:bereCrom 15 uncert:W1 1Dd ~det1aite, 1Dd In :name :!WI release 1Dd lcreemem it 1:1 understood 1I1d lcreed :bat 1/....
,ely "IID1lJ'ulXlD m:r/oura""JnciPeDc' ~el1el:Ladlmo"ledeeol the :amre, exteDt >lid d=aon at said iIljurtes. lOd tIuLt
:;."e bIlve oat been intlueDced to 1J13' exteDt "wever In llJll~ this ",lease OY 111:!' rtl\lreSeDtations or st:Lteml!J1ts
,.,..ud1nc said inJuries. or repn1ine all:!' atber :nat:ers. "ade ~Y :b.. ~ersollS. anns or COl'lXlr:lt1ons "ho are berebY
~!ellSed. or by 111:!' ~erscD or persODs ",preseDli.De bim or them. or by 111:!' ~b:1sicl:1D or Sur."OD by b.im or :bem em-
,Loyed.
V"e understand ~ :.bls .ettlemeDt L:I the comprolll!se 01 1 dDUbt:Cu1111d disputed c!aJ.m. >lid :bat the ~aym..nt
:.s oot :0 be CODSC'Ued 15 111 adlD!sslOD 01 !.il1blllt::1 00 :be ~ 01 :be persons. !lr.os U1d co,",cr.u:ioas berebY ,eieaaed
oy "ham !.il1billt:r 1:1 ullressl.T den1ed.
It Is acreed ~ sistlibution 01 :be 1bOve sum .ball ~e matie 1S lOIlo"s: on.. 1umo sum
"!'his CcC'..ment: eces ::ct: =01 ease. mc:C.:i:l :Jr l!mit anv c.!.a:im =or unc~-I'.st=e:i
:rotor-5t: bene::.-:s.
Tbls release co= :be U1':'IRE .\G~ betweeD :be ~art1es bereto. and the :erms ot :.bls relee.s.. U'e
COctr.1ctual and Qot 3. :::ere recital.
Vwe CUrtller .t:1te :bat V"e bave esretull:r read the :orell'lln& release and mow :be C<lDteDts :bereal. >lid V.....
sign the same as tI13'/our own ~e ~- -,.Q
'iVI'n/ESS iVt V !wid >lid seal tllJ.s 0; Y I - da.::r at
,IIA .J...'1.C (-i-
a...,
. 19-!-.
IN THE PRESENCE Of'
~lllDe \2-A..... ~L-;:- CA!;:C\- 1
,~ .' Cl 1
,\ddreSsQI v-J /o.AA-, N ,u.e:\,JA..J~ \ d:)
Slate at p~~v~'> 1
CC= ol~\J"""'LuWJV1' ss.
00 tb1.s ~ ~ dA:r at ^'\ ,A...llCI-i-
'l)OwN~
C.\unON I I'S'ID !lEF<lRE SIGNING
~=t:.". ~="
. ~ _. . v~' --
~ames ro. ovns as 'Mm,". ..=acor
'the Zseace. of Lind.1. L. Fimr.
(SEAL)
~amo "t' 0..,.. I~ L~ c...cO\t..- )
'\ddnssh'l Vol /.-1.,)., "\U.G<:.I-4AI'a"8...12f. Pt
(SEAL)
of
. 19 q'( betore me persooaJl:r 1\llleu-ed .::r~ E
nereiD. :Lad wbo executed tile lorell'llne instnlllleDt lUld -H-~
to me ialD"" to b.. the pe:soa.... desc:rlbed
ackno"ledged tIIaL _th.':>
vOI~ecuted tile SIlllIe.
MY tem eXlllreS 0 \ r yy
d--Pc;:>.
,13_
P~e Cook. NotarY Public
Med1eniesbU19 BolO. CumoOfland CounlV
My CammlSSlOn E,xp"e. Aug. 22. 2000
Memoer. ~nsyMnla AssoaZtlon ot tlDtane~
Auto dlS-G
\\\\""''-111"
,\~k n. ff/t l,l'i"..
, .~.y..h I' I.
,\~(l.\. """",,<..1.'1:.<'. I,;.
.... L;" It I . WI. "
,~ -" t," "\", -.... ~ Ii.
"\j,~/' 1/../. .. ,....~.I:<1.c;~'.
::~ '. .' "';'~ ..~
:;/.',; ie. 'I' ~'. 'il\'~' t': i
=>, I' t., ,. . .
:: (.. .t."".- 'i ~ -...j
~ .,t .~.,., ",,':', ..
;:.C, ';.\:.- . ,I,.: ,"
.,:...(.i:,....., ., . ~,' ...
0:-.:.,.1'.. "-'. . ... .. ..
,\ ':"'<~I"'" .,' ,'to ,.0
":,,: I'l'",,,,, ./
. '~_i~':~~~'_"
,
Register of Wills of CUMBERLAND County, pennsylvania
certificate of Grant of LetterS of Administration
No. 1995-00833 PA No. 2195-0833
ESTATE OF FINK LINDA L
\J...Ab'~, tlKb'~, ~IUUJ"t:;J
a/k/a
Late of
RANGE LINDA L
UPPER ALLEN TOWNSHIP
~UM~e~~U ~uu~~x,
Deceased
Social Security No. 169-44-2626
, late of UPPER ALLEN TOWNSHIP
WHEREAS, FINK LINDA L
\ J...l\b'l', t 1 Kb'l' , M1UUJ"t:;,
iUMBERLAND COUNTY , died on the
Ind
21st day of
October
1995;
WHEREAS, the grant of letters of administration
s required for the administration of the estate.
, Register of Wills
, in the
Letters of Administration___
THEREFORE, I, MARY C. LEWIS
in and for the county of CUMBERLAND
;
!ommonwealth of Pennsylvania, have this day granted
I
i to JAMES E DOWNS
. (Ll\b'I', r lKb'I', ~IUUJ...t:;)
;
rho ~ duly qualified as administrator(rix)
If the above named decedent and ~ agreed to administer
:0 law, all of which fully appears of record in my Office
:OUR~ HOUSE, CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
If my Office on the ~'day of November 1995.
-rrr"'tff~~~.:~~CW ~,
':". .,' tt?J
. .
. ,
of the estate
the estate according
at CUMBERLAND COUNTY
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
lMorr.CE.
JOHN .. MANCKI
P. RICHARD WAONlA
DAVID E. HE".HlY
WILLIAM T, TULLY
MANCKE. WAGNER. HERSHEY 8< TULLY
I'" NUAH. tAON' .'AU'
H.........u..O "' IJ"O
ARIA CODE 717
aU.70SI
February 16, 1998
Register of Wills
cumberland county Courthouse
One Courthouse Square
Carlisle, PA 17013
ReI Estate of the Late Linda L. Fink
Dear Sir or Hadaml
Enclosed herein for filing please find an Inheritance
Tax Return on behalf of the Estate of the Late Linda L. Fink.
Your attention is appreciated. '-;)
/
PRW/dks
cc: Joh~C. H9rphy (w/encl.)
s.neB>;
p~hara Wagner
~/
'"
I
.~~
~~
~'h'.'
'.'J
~\
.-
,,", ,-:
'-'" .'
/::;&:) . 1
COHHONWEALTH OF PENNSVLVANIA
DEPARTHENT OF REVENUE
,
l_....
BUREAU OF INDIVIDUAL TAMES
INHERltANCE UX DI\lISIOH
DEPt. U0601
tlARRISIlURC. PA nue-ObOl
NOTICE OF INHERITANCE TAM
APPRAISENENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNEHT OF TAM
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-04-98
FINK
10-21-95
21 95-0833
CUH8ERLAND
101
~*
IIf-l'.'U...,....,.
LINDA
L
P RICHARD WAGNER
2233 N FRONT ST
HARRISBURG
Esa
Allount R.lIlt hd
MAKE CHECK PAVABLE AND REMIT PAVHENT TOI
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
REv:i54rEiCAFinoij':9'rnioYicE--o"-YNHEiiii'ANci-YAiniPPRAisEiiiiw,--m.-OwANcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FINK LINDA L FILE NO. 21 95-0833 ACN 101 DATE 05-04-98
PA 17110
TAM RETURN WAS I I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l Elt~t. (Schedule Al
2. stockl and Bondi (Schedule OJ
3. Clo.aly Hald stock/Partnership Intera.t (Schedule CJ
4. Harts.gal/Not.. Receivable (Schedule DJ
5. Calh/Bank Deposits/Hisc. Parlonal Property (Schedule EJ
&. JointlY Owned Property (Schedule fJ
7. Tranafarl (Schedule OJ
8. Tohl A....h
1 CNANGED
HOTE I To insure prop."
credit to your account,
IUbll1t the upper portion
of thil forn with your
tax paynent,
III
IZI
UI
I~I
151
161
171
,00
,00
,00
,00
6.250.00
,00
,00
IBl
6.250.00
APPROVED DEDUCTIONS AND EXEMPTIONS I
6.764.10
9. Fun.ral E~p.n.../Adn. cOlts/Hise. Expans.. (Schedula H) (9)
10. Oabh/Hodgaga Uab111Uu/Llens (Schaduh 1) (101 .00
11. Total Deductions 111)
12. Hat Value of TaM: R.turn 1121
15. Charltabla/Govarnnantal aequa.ts) Non-alactad 9113 Trults (Schedule J) (131
14. Nat Value of elt.t. Subject to Tax (14)
NOTE: If an assessment was issued previOUSlY, lines 14, 15 and/or 16, 17 and 18
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAXI
15. AIIQunt of L in. 14 at Spou..l rat. C 151 . 00 )(' 00=
16. Allount of Lina 14 taxable at Lin..lICl... A rat. U&I .00 )(.06=
17. Allaunt of Una 14 ta.abl. at CollatarallCh.. 8 rat. U7) .00 )( .15=
18. Principal Ta. DUB 118)
TAX CREDITS:
PAYNENT
DATE
RECEIPT
NUNBER
DISCOUNT 1.1
INTEREST/PEN PAID I-I
ANOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~, U4 nn
514.00-
.00
514.00-
will
.00
.00
,00
.00
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS TNAN .1. NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FDRH FOR INSTRUCTIONS.l
??~ ~ :0:0
:-:l ~ n>P:
,
C." .~~~ 0
$ II, . ~)
-<
..h
, :!I 2'~;)
, N vi
~h 0
w -
-..J
RESERvaTIONz [Itat.. of deeadant. dying on Dr bafor. Oac..bat 12, l,aZ .. If eny future Int.,..t In the ..tat. I, t,ansf.rrad
In pal..nlon or anJoy..nt to Clul II (coll_hr.l. baneUcl...... of the dacedent afhr the expiration of any utlt. for
Ilf. or for y..r., the Couon..ulth hateby a.pra..l)' ,...,v.. the right to appral.. and a..... t,anl'n Inh.,ltenca Till".'
at thl lawful CI... 8 (coll,taral) rat. on any 'uch future lnt.r..t.
PURPOSE OF
HOTlCEI
To fulfill the raqulr...nh of Section 21"D of the Inheritanca and Eltat. Tell: Act, Act 2. of 1995. 172 P.S.
Section 9.,.0).
PAVMENT,
Detach the top portion 01 this Hotle. and ,ubalt with your pay..nt to the Ragl.ta.. of Will, prlntad on the tavat.. .lda,
..".... ch.ck or .on.y ord.r p.yabl. to I REGISTER OF HILLS, AGENT
REFUND (CR)I
A refund of a tax cradlt. which wa. not r.que.ted on the Tax R.turn, .ay b. r.qu..t.d by co.pl.Uno an "Appllc.tlon
for R.fund of P.M.yl"'anl. Inh.rltanc. a.,d E.tate Tax" (REY-UlS). Application. ar. a",aU.bl. at the Office
of the R.glster of NUl., any of the U Of.",.nu. Dhtrlct Offlc... 0.. by ceiling the .paclal Z4-hour
an.w.rlng .ervlce nu.b.r. for for.. ordarlng, In P.nn.ylvanla 1-800-362-Z050, out.ld. P.nn.ylvania .nd
within locel Harrl.burg arn (717) 787-8094, TOOl 1717J 712-2:52 Ul....lng lapelr.d Only).
OBJECTIONS. Any party In Int.r..t not ..tl.fl.d with the appral....nt, 1I110wanc. or dl.allowanc. of d.ductlon., or a.......nt
of tax I InclUding discount or Int.rut) a. .hown on this Notice .u.t object within .lxty 160J day. of r.c.lpt 0'
this Notice bYI
..wrltten proh.t to the PA D.p.rt.ent 0' Rav.nue, Board 0' Appnls, D.pt. 281021, Ilarrlsburg, PA 17128-IOlI, OR
".I.ctlon to ha",. the eattar d.tereln.d at audit 0' the account 0' the p....onal repr...nhUv., OR
--app.al to the Orphan.' Court.
ADHIN
ISTRATIVE
CORRECTIONS I
factual .rror. dl.co",ered on this ........nt .hould b. .ddr....d In writing tOI PA O.p.rte.nt 0' Ra",.null,
Bureau 0' IndlvldulIl Tans. ATTHI Po.t A.......nt Ravl.w Unit. Dapt. 280'01, Itarrl.burg, PA 17128-0601
Phon. 17111 787-6505. S.. pega !o of the book"t "Instructions for Inh.rlhnca Tax R.turn for II Auld.nt
D.ced.nt" (REY-ISOI) for an IIxpl.natlon of IId.lnl.t..atlvaly corr.ctabl. .rrors.
DISCOUNT I
If any tall due Is paid whhln thr.. 13J cahndar eonth. aft... the d.ced.nt', dnth, II flva p.rcent C5:0 discount 0'
th. tax paid Is allow.d.
PENAL TV I
Ih. 15~ tex a.n..ty non.partlclpatlon p.nalty I. coeputed on the total 0' the tax and Intara.t .......d, and not
paid ba'or. January lB. 199'. the ,1...t day lI't.r tha .nd 0' the tax .en..ty p.riod. Thl. non-partlclp.tlon
p.nalty I. appe.labla In Ih. .... aanner and In Ih. Iha .a.a tl.. p.rlod a. you would app.al Iha tax and Inl.r..t
th.t hu b..n .......d .. Indlc.hd on this notice.
INTERESII
Int.rut Is char gad b.glnnlng with f Ir.t day 0' d.llnquancy, or nln. ('I) 1I0nlhs and ana I I) day 'roe Iha data 0'
daalh, to tha dala of pay.anl. 1..11. which baca.. dalinqu8nt beforo J.nuary 1. 1981 b..,. Intero.t at tha rata of
.IM I'~J parcllnt P.,. .nnUD ca1culalad at a d.lly rat. 0' .0001'4. All ta.a. which baca.a dallnquenl on and a't.r
Janua,.y I, 198Z will baar Interast at . rata which will va,.y f,.oll calandar y.a,. 10 (alandar year with Ihat rat.
ennouncad by tha PA Dapart..nt 0' Ravenua. Ihll applicable Intare.t rata. 'or 1982 th,.ough 1998 aral
!!!! Int.,...t Rat. Dally Intaraat rile lor !!!!! Inl.,.ut Ra'. Dally Inh,.a.t Facto,.
1982 lOl( .000548 1987 .. .000l47
19U 16J( .000431 19ea-1991 IIi( .000301
1964 11i( .000301 199Z .. .000241
1'985 )]J( .000356 1993-1994 '" .000192
198' 1 OJ( .000214 1995-1998 .. .000l41
--Interut Is calculal.d .. followll
INTEREST . BALANCE or TAX UNPAID X NUNDEH Dr DAYS DELINQUENT X DAILY INTEREST rACTOR
.-Any Hotlc8 la.u.d .ftar tha ta. b8coe.. dellnquanl will ,.aflact .n Int.r.'1 calculallon to fl,t.an tl5J day.
boyond Iho dale of Iha a.......nl. If pay.anl II .ada aftor tha Inhra'l co.pulallon d.18 ahown on Iha
Nollc:a, additional Inta,...t DU.I ba calculatad.
IN REI
ESTATE OF LINDA L. FINK
a/k/a LINDA L. RANGE
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
I
I NO. 00833-1995
I
I ORPHANS' COURT DIVISION
PETITION
AND NOW, come your petitioners, by and through their
attorneys, MANCKE, WAGNER, HERSHEY & TULLY, and files the
following Petitionl
1. Your Petitioner, JAMES E. DOWNS, individually and
as Administrator of the Estate of the Late Linda L. Fink, is one
of three beneficiares of the decedent.
2. Your Petitioners, JEFFREY FINK and DENNIS FINK, are
natural children of the Decedent, and also beneficiaries of the
Estate of the Late Linda L. Fink.
3. On or about the 21st day of october, 1995, in Upper
Allen Township, Cumberland county, Pennsylvania, the Decedent,
Linda L. Fink, was fatally injured as a result of an automobile
accident in which she was a passenger in a vehicle driven by
Sandra Gobat.
4. The Decedent died without executing a Will, and the
Petitioners herein are the sole surviving children and
beneficiaries of the Decedent, the said Decedent not being
married at the time of her demise.
.
5. A negotiated settlement with the third party,
Nationwide Mutual Insurance company, has already been approved by
Order of Court dated July 1B, 1997, a copy of which is attached
hereto, incorporated herein by reference and marked as Exhibit A.
6. A negotiated settlement has now been reached with
the under insured carrier for purposes of full policy limits of an
additional twenty-five thousand ($25,000.00) dollars. (see
Exhibit B attached hereto.)
7. The Commonwealth of Pennsylvania, Department of
Revenue, was contacted on behalf of the estate with the facts and
circumstances of the accident, including the short period of time
that Ms. Fink lived, resulted in an agreement with the Department
of Revenue that twenty-five (25%) percent of the settlement be
allocated to the survival action, with the balance to the
wrongful death action. (See Exhibit C attached hereto.)
B. The estate executed a contingency Fee Agreement
providing that one-third (1/3) of the settlement be paid to the
firm of MANCKE, WAGNER, HERSHEY & TULLY, plus costs incurred.
9. Petitioners herein request Court approval of the
allocation of twenty-five (25%) percent of the twenty-five
thousand ($25,000.00) dollars to the survival action on behalf of
the Estate of the Late Linda L. Fink.
10. The Estate had contacted Attorney David Dowling
for purposes of pursuing a potential claim against other parties
IN RE:
ESTATE OF LINDA L. FINK
a/k/a LINDA L. RANGE
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 00833-1995
ORPHANS' COURT DIVISION
PETITION
AND NOW, come your Petitioners, by and through their
attorneys, MANCKE, WAGNER, HERSHEY & TULLY, and files the
following Petition:
1. Your petitioner, JAMES E. DOWNS, individually and
as Administrator of the Estate of the Late Linda L. Fink, is one
of three beneficiares of the decedent.
2. Your Petitioners, JEFFREY FINK and DENNIS FINK, are
natural children of the Decedent, and also beneficiaries of the
Estate of the Late Linda L. Fink.
3. On or about the 21st day of October, 1995, in Upper
Allen Township, cumberland County, Pennsylvania, the Decedent,
Linda L. Fink, was fatally injured as a result of an automobile
accident in which she was a passenger in a vehicle driven by
Sandra Gobat.
4. The Decedent died without executing a will, and the
Petitioners herein are the sole surviving children and
beneficiaries of the Decedent, the said Decedent not being
married at the time of her demise.
5. A negotiated settlement with the third party,
Sandra Gobat, Nationwide ~utual Insurance company, for twenty-
five thousand ($25,000,00) dollars, (policy limits), has been
agreed upon by the parties. (See Exhibit A, the Release attached
hereto) .
6. The Commonwealth of Pennsylvania, Department of
Revenue, was contacted on behalf of the estate with the facts and
circumstances of the accident, including the short period of time
that Ms. Fink lived, resulted in an agreement with the Department
of Revenue that twenty-five (25%) percent of the twenty-five
thousand ($25,000.00) dollars be attributed or allocated to the
survival action, with the balance to the wrongful death action.
7. The estate executed a Contingency Fee Agreement
providing that one-third (1/3) of the settlement be paid to the
firm of MANCKE, WAGNER, HERSHEY & TULLY, plus costs incurred.
8. The investigation of this matter resulted in costs
of $1,195.00.
9. Petitioners herein request Court approval of the
allocation of twenty-five (25%) percent of the twenty-five
thousand ($25,000.00) dollars to the survival action on behalf of
the Estate of the Late Linda L. Fink.
10, The beneficiaries herein, by virtue of the
verification, respectfully request the Court to waive the
necessity of a hearing on this matter.
WHEREFORE, Petitioners pray this Court to approve the
settlement of the survival action of twenty-five (25%) percent of
the twenty-five thousand ($25,000.00) dollars.
Respectfully submitted,
MAN~GHER, HERSHEY' TULLY
I
BY'
,IS. 'chard Wagner, Esqu re
.D. 123103
2233 North Front Street
Harrisburg, PA 17110
(717) 234-7051
Attorney for petitioners
RELEASE OF ALL CLAIMS ~ . ,~l ;GY
EXCEPT ANY ,um .\LL UNDERINSURED !1OTOIUST BENEFITS
MR ,\,,'I~ ~ CCllSIDER.\':':ON Cf':be ~~.nt:O "e/'''' at :be sum]t (~ 25.000.,)0
:'Jent7 Fl..,e -:llousand =d IlO/lOO
:ou=.
lr.d other ,oon 1l1d 7UJ.uable eon::uder.1t1on. lI'1UI, 'JelDl( 'lC ~wtu.J. lce. Java :el~ed md 11sc.oa.riUd. Uld ~ ::tese
;resent.3 do rer 1\Y5eiL'aursel.,es. :nJ'lour ::!;C1l":J. uec~tOr:l. 1dm1.J:l1SC":ltors 1.D.d a.s:llitIlS. release. 1Ct:Ult 1l1d ~ore.ver
5dnd~3 ~bac, Sac~on~de ~UC~ :~=e ~sur3nce C~~any
~c~llJ'le
10d my and 1il .other ~e""oDS. arms 1Dd COIllOronCDS. >mether ~ere!n :uIJIled or "'te~ :D or ~ot. oC lOd ~m 1D:T 1Dd
u.l ;Jast. ;:resent 1l1d future 1C':1ons. ::w:!ies c~C 1C:10a. .::.i3.UDs. ,jem:usds. iamqll!s. :Ost.:l. ~oss at sernces. fxt:en5es.
~'Jmpensat1on. ~ ;:1U":;7 1C::'cas. suits u ~aw or :.n fQU1t7. Lnclud.1n4 clauns '~r sw.ts for cODcbuccn 1nd./l]f tndem-
':It:!. at 'ND:u:ever ~arJM!. lOd ..u ccnsequeDtla..L iamOJle 00 lCC<lunt aC. or '" = ""'7 UC'fttl1f out at 1D:T lOd .ulna....,
lIld 'mJ<nown ~ersoDai ,,>junes. dee.tl1 1Dd/or ~ropert7 iamage ",sul~1f ,,:0 result ~m 10 u:c:dem: :bat occ""",d on
11se 0 95 Cumbe:tand ?arrJay,~crp~er Allen !oYUsb~~,
'.:Jr lZcut :':"0 oja,y 'J( ct. :'9_ It or ::Jea", Cumbe r _.1nd Coun C"T . .. A .
t/we :lereD,. 1ec!.are .s.nd represent :.hat :.be :.n.Junes suscuned :n:a.7' O,e ,erma.nent 3J1d ,ro~31ve ulli :..b:a.c :ec::)ver:r
~~ereCroIU Is uncen:wl >lid !IIdet1nlte. >lid !II :nIlIanC :bl:s release lOd .~em.Dt It is UlIller.sr.ood :I.l1d 1lf%'Hd tlla.t [j"e
,el.Y "Doll.YUPOD:ny/oW'c,",Ju~eDt. oelle!>lld~Dowledlfeot the :atore. ",teDt >lid dur:lt1CD at ,:ud lD,Jurtes. :I.l1d:bat
:J"I8 hAve aGe ~een !.ntluecced to 1D.1 ~xtent "hatever l.n :uaiUDe :hi..s :-eles.se b:1 JJU' :-eoreseatad.oas or 3t3.temellt.S
,.prd1n1f sll1d lD,Jur!es. JI' ",prdlDll 'IIY other ,,"t:er.s. "ade " :be ~er.sODS. arms or CCl'1lOraticDS "no U'1! ,.reo,.
~lee.sed. or ,,. 1I1.1 ~......on or ~ersoDs :epresentloll :um or :bem. ." b1 1D:T ~lI:I'slc:.a..o or SW'teOD ~1 ~ or :b..m .m-
;loyed.
[j."e underst:u1d :bat :bl.s .ewemeDt ~ :be eomprollllse at 1 doubttuL >lid disputed claim. >lId::at tlIe ;:a,yment
;s ~ct :0 be CODSC'Iled 15 Ul 1dmiSsioD oC lli1cilll:7 00 tlIe ;>an: ,t tlIe ~e....oDS. !lr.os >lid CO",<r.Lt1CDS ,ereo,. ~el.eased
:y ..110m llabilll:7 is !uressb' ien1ed.
It 15 alfl'OBd :bat iiscnbuC.OD at tlIe lDOve ,um sball ,e :nade 15 (allows: one:umo,um
~ c.cC"..n:a'1"C ece5 ::C'C ::-otease. no:i:L=-r ~r i ':mi-: anv claim =or '.mc!er-''''S1-..--..t
:ro~cr.-S-;: ':e.'1e:::.l ,:s.
!'~S relea.se conta..t:1S :.b.e ~~ ..\G~ ':Jetween :.:Je ,~es ~ereto. a.nd :.he :er:n.s ot :.!:lis :eles.se 3J"'e
concrac:ual and :1ot 3. =ere :-ecit::LL.
V"e (urtber st:lte :blLt V..e Zl. ve co.reCUll.Y read tlIe :oreccinl:: :eiease >lid mow :be CCDtents :bereat. lJId V."..
Jlgn U:l.e same 1.5 :tU'/our own ~e ~- ~
'NITIIESS /VI V b:uld >lid seal this C) '-I '- :ay ot
;U..1.,.~C,'.,!-
aj
, ~9...!...-,
IN ':liE ?RESE:!lCE Of'
llame i:? 0-- I~ u2 c...cCH-_- )
Address l.,,1 vJ /..-v.,"'\ \..\.i:<:.H,.lI..,\,a-8,-1ll. rt
C.\tTr.ON I !'.E.-\D l!EFORE SICiNnlG
(SEaL)
:/ame \2-A--- ~L;::- c::.,cCl-- )
1__ ' 0 )
AddressQl vJ 1-.,.vl<.,,J .U.~I.JA..J,C\'&:.llt... \ ti
5t:lte at p~"",.v~ A 1
COUDl:Y o'~::";'LuW""""" SSe
00 tIiliI:+A day at tv, ,.\-a..CI-i-
j)OW,"-J~
(SEAL)
0':
. 19 q '{ beCore me persooaJ.],y :1llpeared .a:~ E
~ereln. >lid ..no uecnted the toreCClnlf waumeot and
l-L.-r-
:0 me mown to be tlIe person.... descrtbed
aclmcwledged that _1-h7
vOlklecnted tlIe seme.
My tenn e:nlires \ 19 I." yY
d.-Pc <:>
.13_
~~~ Cook. NotarY Pu~lic
MocnamtSCIlItl Bore. CumDQf1and Coo"tV
Io1V eemm\SSlon e..Clfes Auq. 22. 2000
l.Al!mcef. ~nsyrvama ASSOO3tJon 01 tJol:me'
~l.Ito IIU-'1
~ti>,~~?:.(~-};f.\:y(.;..~t~~\,;' :;'~;\\,\;\:~::.:~;:j;.:.:,!'/' ,'" ' ' . ' "<:(:. . :~~{, :~;~. .'. " . ' :
".rI'\~.d.~II.''..'" . "'k:~"._._._\..~...C~'.=:\':'~';~'....~.."J:'"~''''"''' . : ': I ..(", '.!Y..,,: ,
" '~~I."V!'J:".:.",......, ~U~....~.....:.__r.~.~. .,~, \ .....\ '. 'l.~.._..,-....._,:".__~.__
Register of Wills of CUMBERLAND county, Pennsylvania
Certificate of Grant of Letters of Administration
No. 1995-00833 PA No. 2195-0833
ESTATE OF FINK LINDA L
\ J...A:>'J,', r lKb'J,', cuuuJ..r; J
a/k/a
Late of
RANGE LINDA L
UPPER ALLEN TOWNSHIP
~UM~~~U ~UUN'~X,
,
Deceased
I 'NHEREAS, n.~'l,~I~~~bt,
IUMBERLAND COUNTY , died
nd
Social Security No. 169-44-2626
, late of UPPER ALLEN TOWNSHIP
l"lIUUJ...r;J
on the 21st day of
October
1995;
WHEREAS, the grant of letters
required for the administration
of administration
of the estate.
rS
I
I THEREFORE, I, MARY C. LEWIS
In and for the County of CUMBERLAND
I
:ommonwealth of Pennsylvania, have this day granted
to JAMES E DOWNS
(l.u\b'l', r 1 Kb'l' , cuuuJ..r;)
, Register of Wills
, in the
Letters of Administration
Iho ~ duiy qualified as administrator(rix)
>f the above named decedent and ~ agreed to administer
~o law, all of which fully appears of record in my office
:OUR~ HOUSE, CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
?f my Office on the ~'day of November 1995.
-""i,~~~~2~~~~~,
.: , ,'" A?t?J
of the estate
the estate according
at CUMBERLAND COUNTY
. ,
"NOTE" ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
-.
"
UNDERINSURED MOTORIST RELEASE & INDEMNITY AGREEMENT
Page I of 2
Policyholder:
Claim No,:
Policy No,;
Linda Fink
950483233
095893 12-4
1OI0W ALL BY THESE PRESENTS: That the undersigned, James E. Downs,
Admininstrator of the Estate of Linda L, Fink (hereinafter "Releasor"), for the sole consideration
of twenty-five thousand doUars ($25.000), receipt of which is hereby acknowledged, bas remised,
released, and forever discharged and covenant to bold harmless Progressive Companies. its
agents, employees, subsidiaries and affiliates (hereinafter "Releasee") and Releasee's successors
imd assigns, from any and all claims, actions, and causes of action, demands, costs, and expenses
arising under the above-numbered policy for bodily injury or damages of any kind sustained, or
that may be hereafter sustained by or on behalf of the undersigned, on account of or in any way
arising out of an accident caused by an underinsured motorist at or near Cumberland Parkway,
Upper Allen Twp, Cumberland County, PA, on or about the 21st day of October. 1995,
To procure the payment of the stated consideration, the Releasor hereby declares: that no
representations about the nature and extent of the said injuries, disabilities or damages made by
any physician, attorney or agent of Releasee, nor any representations regarding the nature and
e:<tent oflegalliability or financial responsibility, have induced tbe Releasor to make this Release;
that this Release is entered into in consideration of all known and unknown injuries, disabilities
and damages, and also the possibility tbat the injuries sustained may be permanent and progressive
and recovery therefrom uncertain and indefinite, so that consequences not now anticipated may
result from the said accident.
Releasor agrees to indemnify and hold harmless said Releasee from any additional sum of money
that Releasee may hereafter be compelled to pay on account of the injuries to said Releasor
because of said accident.
The Releasee is hereby authorized to take any action which may be desirable or necessary in law
or in equity, either in the name of the Releasee or in the name of the Releasor, against any person
or organization who may be liable for sucb injuries or damages who bas not been heretofore
released with Releasee's written consent. The Releasor covenants and agrees to cooperate fully
with the Releasee in the presentation of such claims and to furnish all papers and documents
necessary in sucb proceedings, subrnit to such physical or testimonial examinations as may be
required in such proceedings, and to attend coun and testify if the Releasee deems it to be
necessary.
2J
UNDERINSURED MOTORIST RELEASE & INDEMNITY AGREEMENT
Page 2 of 2
Policyholder:
Claim No,:
Policy No.:
Linda Fink
950483233
095893 I 2-4
I have read this release and understand it.
Signed:
dale
name: ~'Z.>
Witness
date
date
Print name:
State of: Ps;u,%~l!af1iCl
County of: 1/1-'1
On lhis~ay of ~ Iff! before me personally appeared ..bMfl<':' E ,J'2r:UflS. to
me known to be the person(s) who elCecuted the foregoing instrument, and acknowledged this as
a free act and deed.
INdJSTlMONY WHEREOF,I have hereto subscribed my name and affixed my seal this
fft day of Or]!. ,19, .
C
My commission expires
NOlerial Seal
Emily A, Fink, Nolery PublIc
YOlk, York County
My CommiSSion Expires NQv, '4. 1998
))
tot"''''' 'II _"'0,"0.
.o.~",... LONO ",It.
.!-It''ILL' MOftA
",AN ". "...ot...
AICH"'''O.. ....000
LA...ACNCt. ..A...... m'
.1_ B"uer. ,,"OIL,.ftA
.101-'''''' ...,"',j8te"
",......".". Ltatlt
CH...lItLta 1._ .,te....
.....U1. A LYNottH
"'ACI'I r ...",,"LtV,..I"
0"""10. OOWUNO
0,,"'10" o-\.t.A",.
O"'VIO 0 """''''DotU.
C......"Lta..l. n:''''''
.T....'II..It" A. ."'IfH
JIt..e".o.....o""'..O.
O",.IU: 0_ "uCHoV4
THO........... ""I:",C:H
DCAN H. DualN8t"'''t
DONNA .....1. CV.A"
JHDU~M..Dl'i a: SU1'lO="i LLJ)
0" COUNSEL
,.....NK A .,...ON
.lOMN C OD*LINO
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ATTORNEYS AT LAW
DAUPHIN BANK BuU.DING
TWEL'TH FI..OOR
ONE SOUTH MARKET SOUARE
PO. BOX 1'''8
HARRISBURG. PA 1?IOe~114G
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FAX NOSI
GeNeRAL: 717..32.1.81t
MUNICIPAL GROUPI 717.231.e810
LITIGATION GROUPI 717.&31.8837
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April 27, 1999
5634/01
Re. Batate of Linda Fink v. Sandra A. Gobat.
Civil Action No. 96-519
P. Richard Wagner, Esquire
2233 North Front Street
Harrisburg. PA 17110
Dear Rich,
I am writin9 in response to your letter of April 6. 1995.
letter several times and cannot understand your position.
The fee agreement signed by Mr. DOwns as Executor, in actuality,
would entitle me to a contingent Fee recovery on all amounts received. This
would include the underinsured amoUl~t as well as the $25.000.00 from the
Defendant driver. There was the possibility of additional underinsurance from
Allstate, and I have not been advised as to the status of this claim.
read the
I have
As I related to you in previous correspondence, I agreed not to
assert any' fee agreement to the Nationwide proceeds, but did fully intend to
assert my fee agreement for the underinsurance recei.,ed from progressive. In
fact, I had essentially settled the claim with progressive contingent upon
progressive being assured that there was no additional underinsurance. please
adyioe if a claim was made against Allstate, and. if so, whether there was any
recovery,
Mr. Oowns as Executor was fully authorized to enter into tho fee
agreement and I intend to fully enforce the contractual provioi(lll/l of that
agreement. This includes a contingent fee on the underinsurance r~ccived from
progressive as well as any out-of -pocket costs and expenses illcurred.
Very truly youro,
RHOADS & SINON LLP
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BQvid B. Lng
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II. CAST MAR"'tT STRCtT. yon"'. PA 11"01. TClePHONe 1717111..:1.111111... 'AX 1717.1I..3.a.....
LANCASTeR o,,'ICC.
III NORTH lIMC 5TneCT.I.ANC,tl.5Tcn. PA 11150', TeLePHONE: 17''11 3v1.'61 Z7. rAX' 11171 3D1.e'1I7
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aut1'[ "e, .,00 SOUTU 01111[. ..uOHWA.... 1I0CA RATOU. r1. 3.1":'1, 1'I:LCp..,.O"[ .aftll Jua.nette.'AA 18ftll ':Ut8...",,'1
of $6,000.00 In connection with that settlement but had no claim on any potential
underinsurad case or recovery.
3. On or about May 20, 1996, Attorney David Dowling entered his
appearance on behalf of the Plaintiff In the case captioned "James Downs,
Executor of the Estate of the Late Linda Fink v. Gobat", Civil Action No. 96-519.
(See Exhibit "B")
4. On June 1 0, 1996, Attorney Donald R. Dorer wrote to Attorney David
Dowling indicating that he had been ratainad to represent Defandant Sandra Gobat.
(See Exhibit "C")
5. On June 12, 1996, Attorney David Dowling wrote to Patricia F. Faller,
Branch Manager at Progressive Insurance Company, concerning the potential
underinsured motorist claim assarted on behalf of James E. Downs as
Administrator of the Estate of Linda Fink.
6. During the investigation of Plaintiff's underinsured motorist claims, a
potential claim against Allstate Insurance Company was also investigated. To tha
best of counsel's knowledge, Mr. Downs never pursuad nor authorized the pursuit
of the potential underinsured claim against Allstate Insurance Co.
7. On July 24, 1996, Attorney David Dowling again wrote to Patricia
Faller, Branch Manager of Progressive Insurance concerning the underlnsured
.. 2..
motorist claim asserted on behalf of the Estate of Linda Fink. (See Exhibit "0"1.
Mrs. Faller indicated that she would be forwarding a check for the underinsured
motorist polley limits in the amount of $25,000.00, as soon as Court Approval was
provided.
8. On or about August 25, 1996, James E. Downs. Individually and as
Administrator of the Estate of Linda L. Fink, discharged Attorney David Dowling
and indicated he would rehire Attorney P. Richard Wagner. (See Exhibit "E"I
9. On August 26, 1996, Attorney David Dowling wrote to James E.
Downs and informed him that he Intended to enforce the terms and conditions of
the written Contingent Fee Agreement. (See Exhibits "F" and "G" respectively.)
The total recover on behalf of James E. Downs as Administrator of the Estate of
Linda L. Fink was $50,000.00.
10. On September 9, 1996, Attorney David Dowling wrote to Attorney P.
Richard Wagner and explained the current posture of the various underlnsured
motorist cases and enclosed a copy of his fee agreement with Mr. Downs. This
letter indicated that a fair fee agreement would be one-third of the underinsured
motorist recovery from Progressive, plus out-of.pocket costs and no fee charged to
the recovery against the third party Defendant and Nationwide Insurance. (See
Exhibit "WI
.3-
. - . ..,-___...--0__-..
.
. ~
WHEREFORE, Petitioner requests that the Court honor the written
Contingent Fee Agreement and award Petitioner fees in the amount of 33 1/3% of
the underinsured motorist recovery of $25,000.00, or $8,325.00 plus out-of-
pocket costs as follows:
Telephone
Mileage Pers. Vehicle
Depositions (Andreine Reporting)
Subpoenas
Postage.
Witness Fee/Pollee OfficerJeffrey Kurtz
Copies
.31
2.00
151.00
10.00
3.48
7.50
15.00
Total...
189.29
Respectfully Submitted,
RHOADS & SINON LLP
B
Attorneys for Petitioner
Outed: November 25, 1998
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James Downs
32 E. Locust Street
MECIIANlCSBURG.I'A. 17055
May 5, 1996
Maneke, Wagner, Hershey & Tully
2233 N. Front Street
Harrisburg, I'A. 17110
Attn.: Mr. P. RIchard Wagner:
Per our phone conversation, on Thursday, May 2, ) decided) needed a second opinion. 1 cnIIed Allomcy,
Charles E. Shields ill and met with him on Friday, May 3,1996. ) discussed our cose with him and he
explained our rights.
This lener is to notifY you of discharge and we would like to pick up our me cose immediately.
Anomey, Shields is referring me to Bill Douglos, he hos oIready said Bill Douglos will protect your fee
and expenses' reimbursements.
Sincerely yours.
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Cc: Charles E, Shields III
Bill Douglos
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Exhibit B
May 20, 1996
ReI James Downs, Executor of the Estate of the Late
Linda Fink v. Gobat, Civil Action No. 96-519
Lawrence E. Welker, Prothonotary
cumberland County courthouse
1 Courthouse Square .
Carlisle, PA 17013-3387
Dear Mr. Welker:
Enclosed for filing please find an Entry of Appearance
regarding the above-captioned matter.
Kindly date stamp the enclosed copy and return it to me
in the self-addressed, stamped envelope.
Thank you for your courtesy and cooperation.
Very truly yours,
RHOADS & SINON
By:
David B. Dowling
Enclosure
cc: Ms. Sandra S. Gobat (w/encl)
Alec Driskill, Claims Rop. (w/oncl) (5837 H 466883 102195 01 HMB)
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July 24, 1996
5634/01
Your Insured:
Claim No.:
DOL:
Linda Fink
950483233
10/20/95
UIM CLAIM
Patricia F. Faller, Branch Manager
Progressive Insurance
6 State Road. Suite 102
Mechanicsburg, PA 17055
Dear Ms. Faller:
Pursuant to our phone conversation of Tuesday, July 23, 1996, I am
enclosing the following:
1. Correspondence from Alec Driskill, dated February 2, 1996 addressed
to Mr. Wagner offering the bodily injury limits of $25,000.00.
2. Declaration pages (3) of the Nationwide insurance policy reflecting
BI limits of $25,000.00.
3. Copy of the proposed release, releasing Nationwide Mutual Ins. Co.
You indicated both to me on the phone and through correspondence that
Progressive waives its subrogation rights and consents to the settlement. You
will be forwarding your check to us for the UIM limits of $25,000.00 as soon as
we provide evidence of Court approval.
If you have any questions, please call.
Very truly yours,
RHOADS & SINON LLP
By:
David B. Dowling
Enclosures
DBD/lgr......,
exhibit E
AUG-2~-96 SUN 16:24 J.~.RUTH CO.
p . li!.l..".
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JamCS Downs
200 N. Murket Sm.-el
Mcch;mlc.~burg, P A. 17055
^ullU.~125, 1996
Rhuads &. Sinon
One South Murkel Squlll'C
Harri.~burBt PA.I710S.1146
Alln. : Mr David B. Dowlinll
PLT our lasl meeting. We were very unhappy wilh the outcome. Wc have dcclded 10 ILium our ClI5C 10
Maneke, Wasncr, Hershey & Tully.
This Ieller Is 10 nOlil)' you of dlseharllc. Mr Wallner will be calling you on Monday, August 26 tu set up an
appoinlmcnt to pick up our files.
Sincerely YOW'S,
rL.~cD
James Downs
Ce: Richard Wa&l\er
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Exhibit F
Exhibit G
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ATTORNEY CONTINGENT FEE AGREEMENT
I, -::{~~ '1'\o~~s... , hereby constitute and
appoint David B. Dowling and RIIOllDS & SINON as my lawful attorneys
to represent me, to conduct all negotiations, make settlement,
receive payments and to institute actions at law, equity or
otherwise in any and all appropriate Courts or forums and in every
proper and ethical manner to recover damages from such persons as
may be liable therefore for injuries resulting from or incidental
to the accident or negligence which occurred on OG+ 2.".:l\ . Mf'"
I agree to pay all costs and expenses incidental to any
litigation or negotiations of settlement undertaken on my behalf,
such costs and expenses will be advanced by my attorneys as they
are incurred. Such expenses may include, but are not limited to,
filing fees, obtaining medical records, copying costs, expert
witness' fees and Sheriff's Service. I am responsible for the
payment of these expenses when the case is resolved unless
otherwise agreed upon.
In any tort action to recover damages for personal
injuries instituted, brought or negotiated on my behalf and/or an
uninsured or underinsured claim brought on my behalf, I agree to
pay in addition to the foregoing costs and expenses an amount equal
to 33 1/3\ of all funds or property accruing to me as a result of
my attorneys' services in securing a settlement of these claims.
I agree not to settle or adjust the above claim or any
proceedings based thereon without first consul ting my attorneys and
obtaining their written consent.
If settlement of this case is made by structured
settlement, the attorneys' fees will be computed on the basis of a
percentage of the total cost of the settlement. The attorneys'
fees shall be paid out of the initial cash payment.
I agree to fully cooperate with my attorneys in the
prosecution of the claim that comprises the subject matter of this
agreement. This includes, but is not limited to, making myself
available for legal proceedings, for consultations with my
attorneys, and keeping my attorneys informed as to my current
mailing address and phone number.
It is understood that I will give my fullest cooperation
to my attorney in prosecuting this claim, and if for any reason I
fail to fully cooperate or our attorney- client relationship ceases
for any reason, I understand that my attorneys are entitled to be
compensated on a quantum merit basis, but not less than the firm's
normal hourly rates, in addition to any costs that may have been
incurred on my behalf.
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Exhibit H
.
September 9, 1996
5634/01
ReI Estate of Linda Fink v. Sandra A. Gobat,
Civil Action No. 96-519
P. Richard Wagner, Esquire
2233 North Front Street
Harrisburg, PA 17110
Dear Rich:
Pursuant to your letter of September 3, 1996 and Mr.
Downs' request, I am returning to you the file and its contents.
I believe Mr. Downs became dissatisfied after deposing
Officer Kurtz, I concluded and indeed recommended to Mr. Downs that
there was no basis to institute suit against him or the police
department. Since that time I have focused my efforts on obtaining
the underinsured motorist benefits from Progressive Insurance
Company. The policy limits of $25,000 have been tentatively
offered and accepted contingent upon there being no other
underinsurance available. While I believe this to be the case,
there is a possible second source of UIM benefits through Allstate
Insurance, policy limits believed to be $25,000. I explained this
to Mr. Downs in my letter of August 26, 1996 and my correspondence
of July 23, 1996. The question on the Allstate policy is whether
or not Dennis Fink was a resident of his mother's home at the time
of the accident. According to Dennis, he lived with his mother,
owned a vehicle insured by Allstate and carried underinsurance. I
have not yet seen the dec sheet for this policy. The difficulty
with this claim is that Dennis informed me that the address on the
Allstate policy is for his grandmother's home; however, he would
testify he resided with his mother. Unfortunately, his claim may
be difficult to prove.
You will note correspondence from Attorney Donald Dorer
who represents the defendant driver through Nationwide Insurance.
IN RE:
ESTATE OF LINDA L. FINK
a/kIa LINDA L. RANGE
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
NO. 00833-1995
ORPHANS' COURT DIVISION
IN RE: DISTRIBUTION Ot= ESTATE
ORDER OF COURT
AND NOW, December 11, 1998, upon Petition of the Executor, and by
agreement of the estate and Intervenor, It Is hereby ordered and decreed that the
settlement with Progressive Insurance Company of the Underinsured Motorists
Claim Is approved as follows:
A. Twenty-five (25%) percent of the survival action, which amounts to six
thousand two-hundred fifty dollars ($6,250), shall be allocated to the survival
action, and
B. Seventy-five (75%) percent shall be allocated to the wrongful death claim,
which amounts to eighteen thousand seven.hundred fifty dollars ($18,750), and
C. Thirty-three (33%) percent of the above shall be approved as counsel
fees, five thousand dollars ($5,000) to David Dowling, Esquire, three thousand
three.hundred thirty-three dollars ($3,333) to P. Richard Wagner, Esquire,
By the Court,
David Dowling, Esquire
P. Richard Wagner. Esquire
P.J.
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COUNTY OF C'Ut\IBERLAND.
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ESTATE 01'-;.1-:0 )f/' ':1"",(''''' , ..~ -F ,~~, m ,,,,,,, ...,h"
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Dcecuscd, II'ho dicd tcsllltc on
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TO TilE REGISTER OF WILLS.
/ I it '''' / County.l'cnnsylvuniu
I. /J/(,' (/ t/ (" /.., " : Rcgistcr of Wills allll Agcnt for thc
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COlllll1onwcalth of I'cnn'sylvunia. do hcrchy ccrtify thut Tnll1sfcr Inhcrituncc Tax on the
cstatc ofthc ahol'c dcccdcntll'as paid to this onicc ,20_.
und Ihut the propcrty ofthc cstatc onll'hich said tux II'US paid includcd. ull10ug other
itcllls, rcal cstatc locutcd in V/,,, '/ v County, dcscrihcd in thc
allpruiscll1cntas follows: a(.l.~
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valucd in thc appraisclllcnt at S
This ecrtilicution is lIludc to you inuceordancc with thc provisions of~ 781 ofthc
Inhcritancc und Estntc Tux Act of 1961.
Inwitncss whcrcof I havc hcrcunto sctlllY hund
und scal of officc, at Carlislc. Pcnnsylvaniu this
duyof
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Re~isler of Wills ullll/'~ellllilr Ihe Colleelion
of Inherilunec Tuxcs for Ihe Commonweallh
of Penllsylvuniu in Cnmberlund COllnly
Excelllor Admlnislralor Auorney
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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TltlS RETURN "UST Be FILED IN DUPLICATE WrTH THE
REGISTER OF WILLS
[j , O~lI'aj=efum [X 2 SuPPlerr,enlalRelum 0 3,RemalOd~nRlflJmlhllrJ"..cror'OIJ"J.UI
C J LlmltfO:s:.ale 0 Ja Fulure'nteresIComprorr.rsel:ndo.....,..I:,!l~21 05 FederalEslaleTs,AelUmPeaulI'ed
C .; Cecece~l :e1 Te!ltJ~e 'A.utIlU~, ;','/11 0 ., Ceceaent Maintained a UvIn9 TI\JSt(AQ:lIc.oo,ClfT""sU _ ! TotaJNumberot Safe Oeposrt8oles
? :".llQaW" ::'cceeo! j:;ecelYed 010. Spousal PovertyCr&ar1,u.oJ:MiIlflbtlWMn 12.)l.'IIndf.!.U1 0", EIedlon to tal under See. 911~/J"j ("~/l Sc~O)
THIS SECTION MUST BE COMP~ETED. All CORRESPONDENCE AND CONFIDENTIA~ TAX INFORMA TION SHOU~D BE DIRECTED TO:
'jol:.IE ;CUPlETE~"CC:IlE~
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P. P.ichard I'~anner Est:'.
2233 North Front Street
I'arrisburq, P/I 17110
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SlOE AND RECHECK MATH < <
II FIIoI e_JI'!WI<<I U'I'S r.lurn.l/"lCIud;1'l9 axo"',cMl}\f'Ilj KNldullts M1d slNfNlt\lS. ..alaN tesl 01 my ~M'd belIef.llllll'lJl. ccrra:t;rdaJtl"Clllll 0ec1a1bCf'l 01 ~iW1f OIN!f
, in """ n !'l ~
BlE FOR FiliNG RETURN
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I~AI!CI:E I"AG~'F.P. HERSHEY F. T J ,LV
""'i"1'7"':"'2 3 4-7051
~eal Esta:e ,Scr.eaule AI {II
, StrxkS anc :cr.as ISe-:eoUIe 81 121
:losety He.: Coroora:ocn,Partnersl'lID or Sole.PrcpnelOBI1ID 131
ol ','cngagel! ~lotes ReceIVable (SC.'Iedule 0) 141
:3$11 aar., :eposlts,~ Ml5Cellanecus Pe110nSI Propelt'f \Sl
Z 5cneoule ::.
0 ~ClnUt O'o\re: P'ooerr/ (Scneoule F\ (61
5 .
~ nter.Vrocs -'ansleI11 ~.llsceuanecus Non-Prct:ale prote!':'f i7l
:J :Sc:nedUlej .:tll
I- TOIII Oroll Anellllctal Llfles '.i'}
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< 1 =uneral EJ;enses t ,.l.cmlnl!lfal/Ve COSl5 (Set:edule HI iSI
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0: 10 =eblS cf Ce-::e~ent Mor.1age Liablhtes. & Liens (Sentell1e II 1101
11 TolIl Deductions {Ictal Lines 9 & ~O,
6
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12 Net V.lue of E.l.IteIL"e a """US Line II}
13, Chantable ana Go~emmenlal Bequests/See 9113 Trusts fer .,..t1it1'l an election to tax nas not been
mace (Scne-::.:ie J)
14. Net Velue SubJec1to TII (l~e 12 m,"us Line 131
15. Amount 01 :Ir.e 14 tallbl!
al the spousal tax rale , ,
See Instruc:ons on reve"e side lor aPDlicatlle oercentage
16. .Jomountof!Jre 14 talable
al 6% rate
17 Amounlol hr.e 14 laJable
81 15% tate
1. .0
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, .15
18. TII Duo
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OTHER THAN REPRESEflTATlVE
ADDRESS2233 ~'orth
,Inrrisbur<1
ADDRESS
250
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076. .14
1111
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(16)
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Front Street
PA 17110
DATE
9/21/99
DATE
Decedent's Complete Address:
STREET AOOJ<(SS 1
057 Nonroc Drive
CI1'/
~T.\TE
,:;p
17055
Mechonicsburq
PA
Tax Payments and Credits:
1. Tax Due (Page 1 Une 18)
2. Credlts/PaymenlS
A. Spousal Poveny Creolt
B. Pnor Payments
C. Olscount
(1)
-0-
Total Credits ( A . 8 . C ) 12)
-0-
3. 'nteresUPenalty II applicable
D,lnterest
E. Penalty
-0-
TotallnlOfestIPenalty ( D . E) (3)
If line 21s grealer Ihan line 1 . line 3, enler Ihe difference, This is the OVERPAYMENT.
Check box on Page 1 Llnal9t. raquesta refund (4)
'f line 1 . line 3 is greater than line 2, enler Ihe difference. This is the TAX OUE. (5)
A, Enler Ihe interest on Ihe lax due. (SA)
B, Enter Ihe total of Une 5 . SA, This Is the 8ALANCE DUE. (58)
Maka Check Payable 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: Yes
a, retain the use or Income of the property transferred: ...........................,................................. 0
b, retain the right to designate who shali use the property transferred or its Income; ..........,..... 0
c, retain a reversionary interest: or......,.........................,..,....,.......,............................................ 0
d, receive the promise for life of either payments. benefits or care? ,.......................................,0
2. If death occurred on or before December 12. 1982. did decedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 19B2, did decedent transfer property within one year of death without
receiving adequate consideration? ,....,..,..,.......................,..............,.......,',....,',........."....,'",."", 0
3, Old dacedent own an "n trust for' or payable upon death bank account or secunty
at his or her death? ...".."........,..."........,.."......,......,..,.........................,...,".....,....,....".......,..,....,0
4, Old decedent own an individual retirement account, annuity, or other non-probate property? ...,0
4,
-0-
5,
-0-
-0-
-0-
. . '. ~', . " .' '. ., ., \ '-
1I':!iII..__~ _..........~
No
~
~
00
00
[Xl
~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES.
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
--tI~L!'"
72 P,S. ~9116 (a) (1.1) (I) provided for the reduction of the tax rate Imposed on the net value of transfers to or forthe use of the
surviving spouse from 6% to 3% for dstes of death on or after July 1, 1994 and before January 1. 1995.
72 P,S. ~9116 (a) (1.1) (II) provided for the reduction of the rete Imposed on the net value of transfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January " 1995, The statute does not exemot a transfer to a surviving spouse
from tax. and the statutory requirements for disclosure of assats and filing a tax return are stili applicable even If the surviving spouse
Is the only beneficiary,
FOR OATES OF OEATH ON OR AFTER JANUARY 1, 1995, Please answar the fallowing question by placing an .x'ln the
appropriate space,
Old lho decedent create a trust or similar arrangement which Is solely for the surviving spouse's benefit for his or her entire
lifetime? Yes 0 No ~
If you answered yes to the above question, the tax on the trust or similar arrangement Is postponed until the death of the second
spouse. at which time it will be fully taxable at the rate(s) applicable to the remainder beneficlary(les), Enter the value of the trust on
Schedule J. Part II, in order to remove It from the calculation of the tax due In this estate, You mey wish to file Schedule 0 In order to
make the election available under Section 9113, If the election Is mede, the trust or similar arrangement Is taxed In the estate of the
first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse Is taxed at the zero tax rate,
and the remainder Is taxed at the rate(s) applicable to the remainder beneficlary(les), If you choose to make the election, you must
ettath Schedule 0 to a timely, filed tax return, along wllh Schedule(s) K and/or M In order to show the apportlonmenl 01 the trusl or
similar arrangement between the surviving spouse and the remainder beneficlary(les),
"':I''''.'''''/2~b
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CC'.tl.ICP'',\'[''l lH cr P[lj'jSYl ~A'jI,',
,fjfl[P'TAtICE UX ~[TUHtl
~ISICf'jt (; r :PlT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
Fink, Linda L.
FILE NUMBER
21-'l!i-RJJ
ESTATE OF
Intlud. unrelmburs.d medical ..p.n.e.,
ITEM
NUMBER
1. Bell Atlantic
OESc;~IPTlCN
aMown
BJ.B2
2 PP&L
3 Sammons Communications
4 Tax
5 Beneficial Tax Masters
6 D.J. Klair
7 United Nater
1,924,fi6
59.19
158.00
2,680,60
66.50
103.37
Tor AL (also enler on line 10. Rec.1c,:~lallon) S 5, 07(:; . 14
IlIll10fe .plICe II neOOOO, .n.Of1.1lld.liOIIaI.nOOI. ollne .8me llzel
STATUS REPORT UNDER RULE 6.12
Name of Decedent I Linda r.. Fink
Date of Deathl
10/21/95
Will No.
Admin. No. 21-!)5-R33
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 estatel
1. State ~hether administration of the estate is complete I
Yes v No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I
3. If the answer to No. 1 is Yes, state the followingl
a. Did the personal rep~esentative file a final
account with the Court? Yes No ~ .
b. The separate Orphans' Court No. (if any) for
the personal representative's account iSI
c. Did the personal representative st~e 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
Cerk of the Orphans' Court and may be ~c_~ed to this re~~~t.
Datel ~/21/00 /~_. __
,B'fgnature .-"
,
~
P. ricr..:'u:'d l'7arner, Esquire
Name (Please type or print)
2233 ~!orth Front Street
Address
..::.::
r-
'"
fb
v,
(717 ) 224-7051
Te I. No.
,~:E P
Capacity:
Personal Representative
V Counsel for personal
representative
(MAHI rmf/AM3)
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