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Home My WebLink About02-0355Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Hazel A. Wenner also known as , Deceased No. 21- 02'355 Social Security No. 163-28-4363 Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) aver Petitioner(s) is/are the executor named in the Last Will of the A. Probate and Grant of Letters and that Decedent, dated August 31, 1984 and codicil(s) dated State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite; durante absentia; durante minodtate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following ipouse (if any) and heirs: Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 325 Wesley Drive, Mechanicsbur,q, PA (Lower Allen Township) (list street, number and municipality) Decedent, then 95 years of age, died March 21, 2002, at Holy Spirit Hospital, Camp Hill, PA 17011 (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ....................................... $ 56,000.00 (If not domiciled in PA) Personal property in Pennsylvania ............................. $ (If not domiciled in PA) Personal property in County .................................. $ Value of real estate in Pennsylvania ........................................................... $ Total ........................................................................... $ 56,000.00 Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Si~lnature Typed or printed name and residence Nancy E. Rohrabau~lh 602 Hilltop Drive New Cumberland, PA 17070 Form RW~I Page 1 of 2 (Dauphin County - Rev. 9/92) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed r~?~-~o.,.~ ~:.-,,.~.,=-~¢..~~_ before me this 8th day of MAR~ CT J._~I S DECREE OF REGISTER Estate of Hazel A. Wenner Deceased No. also known as Social Security No: 163-28-4363 Date of Death: March 21, 2002 AND NOW, APRIT, 9 ,2002, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [F Testamentary [] of Administration TESTAMENTARY (c.ta.; d.b.n.c.t; pendente lite; durante absentia; durante minodtate) are hereby granted to Nancy E. Rohrabauqh in the above estate and that the instrument(s), if any, dated 08-31-1984 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... $ Short Certificate(s)..(4). $ Renunciation .................. $ Affidavit ( ) ................. $ Extra Pages ( ) ............ $ Codicil ..........................$. JCP Fee ........................ $ Inventory & Tax Forms... $. Other ............................$ TOTAL ................ $ FILED 4-9-02 115.00 12.00 5.00 9.00 ~ARY ~ LEWI~Register of Wills ~~,, 5.00 146.00 Attorney: I.D. No: Address: Telephone: DATE FILED: Prepared by: Elyse E. Roqers 41274 415 Fallowfleld Rd. Suite 301 Camp Hill, PA 17011 717-612-5801 Elizabeth J. Goldstein, Esquire I, HAZEL A. WENNER, of Camp Hill, Cumberland County, Pennsylvania revoke my prior wills and declare this to be my will: I. Debts and Funeral Expenses: My debts and the expenses of my last illness, funeral and burial shall be paid out of my estate. GIFTS II. Personal and Household Effects: I give all my articles of personal or household use, including automobiles, to- gether with all insurance relating thereto, to my husband, J. HOWARD WENNER, if he survives me by thirty days. If he does not so survive me, I give all such property and in- surance to such of my children as so survive me, to be divided among them as they may agree. III. Residuary Estate: and personal: I give the residue of my estate, real A® To my husband, J. HOWARD WENNER, if he survives me by thirty days; or, if he does not so survive me, Be In equal shares to such of my daughters as so survive me; provided that if a daughter does not so survive me but leaves issue who so survive me, such issue shall receive, per stirpes, the share my daughter would have received had she so survived me. For the purposes of this will, my daughter Nancy E. Rohrabaugh's stepdaughters, ANNE LOUISE JORICH and KATHY LYNNE JANOWICZ, and their issue, shall be deemed issue of my daughter Nancy E. Rohrabaugh. ADMINISTRATIVE PROVISIONS IV. Minor Beneficiaries: I appoint my daughters, NANCY E. ROHRABAUGH and PATRICIA A. GEORGE, guardians of any property passing to a minor by reason of my death with respect to which I am authorized to appoint a guardian and no guardian has previously been appointed. The guardians may pay to, or expend on behalf of, the minor any or all of the minor's property and the income from it without court approval and may retain and invest the balance of the property and income with all the management powers given to my executor by law or by this will. In addition, the guardians shall have the power to exercise on the minor's behalf options available under any insurance policy payable to a minor. No guardian shall be required to give bond in any jurisdiction. V. Protective Provision: No interest in income or principal shall be assignable by, or available to anyone having a claim against, a beneficiary before actual payment to the beneficiary. VI. Death Taxes: Ail federal, state and other death taxes payable because of my death on the property forming my gross estate for tax purposes, whether or not it passes under this will, shall be paid out of the principal of my probate estate so that the burden thereof falls on my residuary estate, and none of those taxes shall be charged against any beneficiary or any outside fund. This provision shall not apply to generation-skipping transfer taxes. VII. Management Provisions: I authorize my executor: A® To retain and to invest in all forms of real and personal property, regardless of any limitations imposed by law on investments by executors; Be To compromise claims and to abandon any property which, in my executor's opinion, is of little or no value; Ce To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; De To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; So To borrow, and to pledge property as security for repayment of any funds borrowed; and F. To distribute in cash or in kind. These authorities shall be in addition to those granted by law and shall be exercisable without leave of court. -2- FIDUCIARIES VIII. Executor: I appoint my husband, J. HOWARD WENNER, executor of this will, but if he for any reason fails to qualify or ceases to act, I appoint my daughters, NANCY E. ROHRABAUGH and PATRICIA A. GEORGE, executors in his place. No executor shall be required to give bond. Executed , 1984. Ha,~eI A. Wenner [ SEAL] In our presence the above-named testatrix signed this and declared it to be her will, and now at her request, in her presence, and in the presence of each other, we sign as witnesses: -3- STATE OF PENNSYLVANIA COUNTY OF ~3~ ~>~ / ss. I, HAZEL A. WENNER, having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my will, and that I signed it as my free and voluntary act for the purposes therein expressed. We, having been duly qualified according to law, depose and say that we were present and saw HAZEL A. WENNER sign the foregoing instrument as her will; that she Signed it as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing and at her request signed the will as witnesses; and that to the best of our knowledge she was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Subscribed, sworn to or affirmed, and acknowledged before me by the above-named testatrix and by the witnesses whose names appear opposite, on~/-~,~ ~/ , 1984. Notary Public ~W~.tness PAMELA A. HOWE,gTER, Notary .~rri~z:u:'~' D~uphir~ County, Pa. ,.. ;;;,;,~:.or~ b<pires t~y 6, 19~ -4- Register of Wills of Cumberland County, Pennsylvania Estate of also known as RENUNCIATION Hazel A. Wenner , Deceased The undersigned, Patricia A. George, daughter (Relationship) (Capacity) of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters Testamentary be issued to Nancy E. Rohrabaugh (Signature) / 9610 Riverside Drive, Apt. 101, Sebastian, FL 32958 (Address) (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed before me this 8th day of APRIL 2002 ~ MARY C LEWIS Notary Pubhc My Commission Expires: (Signature and seal of Notary or other of notary's commission. official qualified to administer oaths. Show date of expiration of notary's commission) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. Form RW-4 (Dauphin County) - Rev. 9/92 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Hazel A. Wenner Date of Death: March 21,2002 Will No. Admin. No. 21-02-0355 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the aboye?captioped estate on Name Nancy E. Rohrabaugh Patricia A. George Address 602 Hilltop Drive, New Cumberland, PA 17070 9610 Riberside Drive, Sebastian, FL 32958 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Da e: ¢ Elvse E. Rogers, Esquire Name 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011 Address Capacity: (717) 612-5801 Telephone Personal Representative X Counsel for Personal Representative ,~E~'-15O0 EX + (6-00) ' GOMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 IINHERITANCE TAX RETURN HARRISBURG, PA 17128-0601 j RESIDENT DECEDENT DECE- DENT CHECK APPRO- PRIATE BLOCKS COR- RE- SPON DENT RECA- PITULA- TION TAX COMPU- TATION DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Wenner, Hazel A. DATE Of DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 03/21/0& 01/28/1907 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 1. Original Return ~ 2. Supplemental Return 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 6. Decedent Died Testate 7, Decedent Maintained a Living Trust (Aftech copy of Will) (Attach a copy of Trust) 9. Litigation Proceeds Received 10, spousal Poverty Credit (date of death b~ween 12-31-91 and 1-1-95) NAME Elyse E. Rc~ers, Esquire FIRM NAME (If Applicable) Keefer Wood kllen & Rahal, T,T,P TELEPHONE NUMBER 717-612 -5801 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Comoration, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) -]Separate Billing Requested (6) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INS,PIUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 16. Amount of Line 14 taxable at lineal rate 59, 056. 15 X .0 45 17. Amount of Line 14 taxable at sibling rate 0. 00 x .12 18. Amount of Line 14taxable at collateral rate 0. 00 X ,15 19. Tax Due OFFICIAL USE ONLY 1'7- FILE NUMBER 21 2002 0355 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 163-28-4363 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF Wll I .~ SOCIALSECURtTYNUMBER 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch O) i":~'~:?"ii'::'i ............... ~ ............. i'"'"'"i"i:":~":~iii!i"i?":?? ................ i'"~:~!:'"i! ................... !ii'"'?'"":":'"'?"::?'.;?i~?~.? .................................... ~::~ COMPLy- ~ ~- MAILING ADDRESS 415 Fallowfield Road Suite 301 Camp Hill, PA 17011 None 44,508.32 None Non~ 15,745.16 None 7,000.00 (8) 5,294.27 2,903.06 (11) (12) (13) OFFICIAL USE ONLY 67,253.48 8,197.33 59,056.15 None 59,056.15 (14) (15) (16) 2,657.53 (17) 0.00 (18) 0.00 0 PA15001 NTF 29755 Copyright 2000 Greatland/Nelco LP - Forms Software Only Estate ~f: Hazel A. Wenner 21-2002-0355 ~Y OF AT,TOCATIONS TO BENEFICIARIES Taxable at lineal rate Nancy E. Rohrabaugh 34,528.07 Patricia A. George 24,528.08 59,056.15 PA REV-1500 EX (~00) ' Decedent's Complete Address: STRI:~: 1 ADDRESS Page 2 325 Wesley Drive CITY Mecharliosburq I STATE Tax Payments and Credits: PA 17055 1. Tax Due (Page 1 Line 19) 2. Credits/Payments (1) 2, (557.53 A. Spousal Poverty Credit B. Prior Payments 2,524.65 C. Discount 132.88 Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 4. If Line 2 is greater than Line I + Line 3, enter the difference. This is the Check box on Page I Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Total Interest/Penalty (D + E) (3) OVERPAYMENT. 2,657.53 0.00 0.00 0.00 0.00 (4) (5) (SA) (SB) Make 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 No a. retain the use or income of the property transferred; ~ ~ b. retain the right to designate who shall use the property transferred or its income; ................. c. retain a reversionary interest; or ........................................................ d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ~ ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANS~I~E~ '~'~ 'A~{,' ~=' ~,E~ 'A~0'VE' ~3~JE~+i0'N~ 'l~ '~'~$i ~ ~ YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pgrjury, declare that have examined this return, including accompanying schedules and statements, and to the best of my knowledge and behef, t s true correct and complete. Declaration of preparer other than the personal representative is based on information of wh ch preparer has any know edge. SIGNATURE OF PERSON~ESPONSlBLE FOR F LING RETURN ADDRESS .See ~e attach~ S,GN~/U/fyOF PREPA~ O~..~R THAN REPRESENTATIVE ADDRESS [7~ P.S. ~ 9116 (a) (1.1) (i)]. For dates of death on or after Janua~ 1, 1995, the t~ ~te is imposed on the net vaJue of transfe~ to or for the use of the su~iving spouse is 0% [72 P.S, ~ 9116 (a) (1,1) (H)]. ~e statute ~oes not exemat a transfer to a su~iving spouse from t~, and the statuto~ r~uirements for disclosu~ of ~sets and filing a tax tatum are still applicable even if the sullying spouse is the only beneficial. For dates of d~th on or after July 1, 2000: ~e tax rote im~sed on the net value of transfem from a deceased child twenty-one yearn of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P,S. ~9116(a)(1.2)]. ~e tax rate imposed on the net value of t~nsfe~ to or for the use of the decedent's lineal ~neficJades is 4.5%, except as noted in 72.P.S. { 9116(1.2) [72 P.S, ~9116(a)(1)]. The tax ~te imposed on the net value of transfe~ to or for the use of the d~edent's siblings is 12% [72 P.S. ~ 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individua~ ~o has at ieast one parent in common with the decedent, whether by blood or adoption. 0 PA15002 NTF 29756 Copyright 2000 Greatland/Nelco LP - Forms Software Only Estate of: Hazel A. Wenner 21-2002-0355 The following person(s) are signing the return as representative(s) of the estate: Nancy E. Rohrabaugh 602 Hilltop Drive New Cumberland, PA 17070 REV-1503 EX + (1-97) COM[VIONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Hazel A. Wenner 21-2002-0355 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NO. DESCRIPTION OF DEATH 1 American Funds Account #6519-2758-06 7 CPA31 NTF 10905 Copyright Forms Software Only, 1997 Ne[co, inc. 917.385 shares of Putnam Investors Fund C1 A Account #A03-1-163-28-4363-BBB1 at $11.24/share 205.561 shares of Putnam Investors Fund C1 B Account #A66-1-163-28-4363-BBBD at $10.51/share TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) 32,036.46 10,311.41 2,160.45 44,508.32 American FundsTM KEEFER WOOD ALLEN & RAHAL LLP ATTN ELYSE E. ROGERS 415 FELLOWFIELD RD STE 301 CAMP I-III.L PA 17011 American Funds Service Company Post Office Box 2280 Norfolk, Virginia 23501-2280 Apfill6,2002 The Income Fund of America -A Account #6519-2758-06 HAZEL A WENNER Dear Ms. Rogers: We recently received an inquiry from you regarding the balance of account #6519-2758-06. The table below reflects the share balance, per share net asset value (NAV), and total value of the account on the date requested: Date 03/21/02 Account Share NAV Total Number Balance Per Share Value 6519-2758-06 1984.911 $16.14 $32,036.46 Mutual fund share prices vary with the fluctuations of financial market share prices. The prices of the funds are found in the financial pages of most metropolitan newspapers under The American Funds Group in the Mutual Funds listings. The cusip number for The Income Fund of America is 453320103. If you have any questions, please contact your client's financial adviser or call us at 1-800-421-0180. You can reach one of our service representatives between 8 a.m. and 8 p.m. Eastern time, Monday through Friday. Respectfully, AMERICAN FUNDS SERVICE COM2PANY Date Qf Death: 03/21/2002 Valuation' DaZe: 03/21/2002 Processing Date: 04/23/2002 Estate Valuation 1) Shares Security or Par Description High/Ask 1984.911 INCOME FD AMER INC (453320103) COM NASDAQ 03/21/2002 Low/Bid 16.14000 Bid Estate of: Estate of Hazel Wenner Account: 90788 Report Type: Date of Death Nu~d~er of Securities: 1 File ID: Wenner, Hazel Estate Mean and/or Div and Iht Security Adjustments Accruals Val:e 16.140000 32,036.46 Total Value: Total Accrual: Total: $32,036.46 $0.00 $32,036.46 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. please contact EVP Systems at (818) 313-6300. (Revision 6.3.3) If you have questions, PUT NAM INVESTMENTS Post Office Boa: 41203 .Providencc. Rhodc island 02940-120,'3 1-800-225-1581 May 15, 2002 ELYSE 15' ROGERS KEEFER WOOD ALLEN & RAHAL 415 FALLOWSHIP RD STE 301 CAMP HILL PA 17011~4906 Account No.: A031163284363BBB 1 Account No.: A661163284363BBBD Registration: Hazel A Wermer Reference No.: 0361789039 Dear Ms. Rogers: We are writing in response to your request regarding the above-referenced accounts. The following table provides the information requested as of March 21. 2002. _..A031163284363BBB1 917.385 $11.24 $10,311.41 A66! 163284363BBBD 205.561 $10.51 $2,160.45 The following are the Cusip Numbers for the above referenced funds: Putnam Investors Fund-Class A shares (A03~BBB1) Cusip Number: 746809-10-2 Putnam Investors Fund~Class B shares (A60-BBBD) Cusip Number: 746809-20-1 Should you have any additional questions, please call us toll free at 1-800-225-1581. One of our representatives will be pleased to assist you. Sincerely, "Lori Doucette Putnam Investor Services · Date of,Death: 03/21/2002 Valuation D~te: 03/21/2002 Processing Date: 05/21/2002 Shares Security or Par Description 1) 917.385 PUTNAM INVS FD INC (746809102) CL A SHS NASDAQ 03/21/2002 2) 205.561 PUTNAM INVS FD INC (746809201) CL B SHS NASDAQ 03/21/2002 Estate Valuation High/Ask Low/Bid 11.24000 Bid 10.51000 Bid Estate of: Estate of Hazel Wenner Account: 90788 Report Type: Date of Death Number of Securities: 2 File ID: Wenner, Hazel A. Estate Mean and/or Div and Int Security Adjustments Accruals Value 11.240000 10,311.41 10.510000 2,160.45 Total Value: Total Accrual: Total: $12,471.86 $0.00 $12,471.86 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. please contact EVP Systems at (818) 313-6300. (Revision 6.3.3) If you have questions, REV-150F~ EX + (1-97) 'COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Hazel A. Wenner 21-2002-0355 Include proceeds of litigation & date proceeds were received by the estate. I~_~_~f_ be disclosed on Sch, F. ITEM NO. 1 2 3 All prop. Jointly-owned with right of survivorshl DESCRIPTION PNC Bank Checking Account #5000978626 PNC Bank Savings Account #5000962798 AARP Health Care Refund TOTAL (Also enter on line 5, Recapitulation) iS 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) VALUE AT DATE Of DEATH 2,443.96 13,156.95 144.25 15,745.16 · o.~ PNC~NK CIF DEPARTMENT 412 70S 085? P.01/01 PNCBAN( April 19, 2002 /SCP Keefer, Wood Allen & Rahal LLP 415 Fallowfield Road, Suite 102 Camp Hill PA 170114906 P~: Estate of Hazel A Wenner, Deceased SSN: 163-28-4363 DOD: 03/21/2002 Dear Ms, Swindler: In response to your request for Date of Death balances for the customer noted above, our records show the following. CH~CKING ACCOUNT #$000978626 DOD Balance: HAZEL A WENNER $2,443.96 + $0.00 accrued interest Established 04/06/2000 SAVINGS ACCOUNT #5000962798 Establish~xt 04/06/2000 HAZEL A WENNER DOD Balance: $13,156.95 + S0.00 ac~:rued interest Please n~o~e_ th~n.t t.~.s office.o~nly, provides date of death balances for deposit accounts (IRAs, ~.us, Checking aaa ~avlngs accounts). We do not process any fmancial p~ansacti_o.n? or provide statements. If you need assistance with say of these items, ease call 1-888*PNC-BA.NK (1-888-762.2265) or stop by your local PNC branch office. Sincerely, 1-800-762-177~ P7-PFSC-O4-F 500 First Avenue Pittsburgh, PA 152 !9 A member of The PNC Financial Service~ 6roup One PNC Plaza 249 BT'Th Avenue PiTtsburgh Pennsylvania 15222 2707 TOTAL P. O1 i~EV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Hazel A. Wenner 21-2002-0355 This schedule must be completed and filed if the answer to any of uestions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF EXCLUSION INCLUDE NAME OF THE TRANSFEREE, THEIR ITEM RELATIONSHIP TO DECD & DATE OF TRANSFER. DATE OF DEATH DECD'S (IF TAXABLE VALUE NO. A'FI'ACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE 1 $10,000 transferred to decedent's 10,000.00 100% 3,000.00 7,000.00 daughter, Nancy E. Rohrabaugh on June 28, 2001 TOTAL (Aisc enter on line 7, Recapitulation) $ 7,000.00 NTF 10910 (If more space ~s needed, insert additional sheets of the same size) Copyright Forms Soltware Only, 1997 Nelco, Inc. HAZEL A. WENNER 325 WESLEY DRIVE APT. 105 MECHANICSBURG, PA 17055 316 Date~- ~ ~o~ 60-1273/313. 047 Pay to the _ O. PNCBAN -'- PNC B~ N.~ O~ ~ PA EoF Choice Plain .-'~.. f ~. 5OOOCg ?~, 2~=, O :k ~,F= ,, DOD ~D~-~DDD,,' REV-151 lEX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Hazel A. Wenner 21-2002-0355 Debts of decedent must be reported on Schedule I. ITEM NO. V 8 9 10 DESCRIPTION FUNERAL EXPENSES: See Schedule attached Total from continuation page(s) ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees Name: Keefer Wood Allen & Rahal, T,T,P Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Cumberland Law Journal, legal advertisin9 The Sentinel, legal advertising PNC Bank, check printing fee V. Fleming Tax Service, tax preparation 7 CPA11 NTF 10911 Copyright Forms Software Oniy, 1997 Nelco, Inc. TOTAL (Aisc enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT 2,368.60 0.00 2,500.00 0.00 146.00 0.00 0.00 75.00 97.07 27.60 80.00 $ 5,294.27 Estate of: Hazel A. Item No. Wenner SCHEDULE H, PART A -- Funeral Expenses Description 1 Patricia A. George, travel expenses to attend funeral 2 Cremation Societyof PA 3 St. James Cemetery Association, opening of grave 4 Robert Reasey, Pastor - memorial service 5 Dennis R. Keller, Sr. Pastor - memorial service 6 John Mullen, cc~mital services 7 Lorelle Vowler, organist 8 Camp Hill United Methodist Church, luncheon after service 9 Blooms by Vickrey, flowers for funeral 10 Hayhurst M~morials, headstone inscription Page 2 21-2002-0355 Amount 1,000.00 155.00 75.00 50.00 100.00 75.00 100.00 400.00 328.60 85.00 TOTkL. (Carry forward to main schedule) ...... 2,368.60 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES,& LIENS ESTATE OF Hazel A. Wenner FILE NUMBER 21-2002-0355 Include unreimbursed medical expenses. ITEM NO. 1 2 3 4 5 6 7 DESCRIPTION Tristan Associates Bethany Village Verizon Neurology Center, Bonnie K. Miller, Alert Pharmacy ManuLife Financial P.C. 2002 personal tax TOTAL (Also enter on line 10, Recapitulation) 7 CPA12 NTF 10912 Copyright Forms Sof~ware Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) AMOUNT 30.00 2,360.06 0.62 56.01 9.80 146.57 300.00 $ 2,903.06 REV-151'3 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Hazel A. Wenner FILE NUMBER 21-2002-0355 I1. NO. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) Nancy E. Rohrabaugh 602 Hilltop Drive New Cumberland, PA 17070 Patricia A. George 9610 Riverside Drive Sebastian, FL 32958 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Daughter AMOUNT OR SHARE Of ESTATE 34,528.07 24,528.08 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17~ AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART [] -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 7 CPA13 NTF 10913 (If more space is needed, insert additional sheets of the same size) $ 0.00 Copyright Forms Software Only, 1997 Nelco, Inc. I, HAZEL A. WENNER, of Camp Hill, Cumberland County, Pennsylvania revoke my prior wills and declare this to be my will: I. Debts and Funeral Expenses: My debts and the expenses of my last illness, funeral and burial shall be paid out of my estate. GIFTS II, Personal and Household Effects: I give all my articles of personal or household use, including automobiles, to- gether with all insurance relating thereto, to my husband, J. HOWARD WENNER, if he survives me by thirty days. If he does not so survive me, I give all such property and in- surance to such of my children as so survive me, to be divided among them as they may agree. III. Residuary Estate: I give the residue of my estate real and personal: · Be To my husband, j. HOWARD WENNER, if he survives me by thirty days; or, if he does not so survive me, In equal shares to such of my daughters as so survive me; provided that if a daughter does not so survive me but leaves issue who so survive me, such issue shall receive, per stirpes, the share my~ daughter would have received had she~.s~ surviv.ed~.~i~.i~ me. For the purposes of this will Nancy E. Rohrabaugh,s stepdaughters, ANNE .LOUISE JORICH and KATHY LYNNE JANOWICZ, and their-~i shall be deemed issue of my daughter Nancy Rohrabaugh. ADMINISTRATIVE PROVISIONS IV. Minor Beneficiaries: I appoint my daughters, NANCY E. ROHRABAUGH and PATRICIA A. GEORGE, guardians of any property passing to a minor by reason of my death with respect to which I am authorized to appoint a guardian and no guardian has previously been appointed. The guardians may pay to, or expend on behalf of, the minor any or all of the minor's property and the income from it without court approval and may retain and invest the balance of the property and income with all the management powers given to my executor by law or by this will. In addition, the guardians shall have the power to exercise on the minor's behalf options available under any insurance policy payable to a minor. No guardian shall be required to give bond in any jurisdiction. V. Protective'Provision: No interest in income or principal shall be assignable by, or available to anyone having a claim against~ a beneficiary before actual payment to the beneficiary. VI. Death'Taxes: All federal, state and other death taxes payable because of my death on the property forming my gross estate for tax purposes, whether or not it passes under this will, shall be paid out of the principal of my probate estate so that the burden thereof falls on my residuary .estate, and none of those taxes shall be charged against any beneficiary or any .outside fund. This provision shall not apply to generation-skipping transfer taxes. VII. Management~Provisions: I authorize my executor: A® To retain and to invest in all forms of real and personal property, regardless of any limitations imposed by law on investments by executors; Be TO compromise claims and to abandon any property which, in my executor's opinion, is of little or no value; C. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property~and to give options for sales or leases; D. To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties-with respect thereto; ~ E. To borrow, and to pledge property as .security for repayment of any funds borrowed; and F. To distribute in cash or in kind. These authorities shall be in addition to those granted by law and shall be exercisable without leave of court. -2- VIII. EXecu~°r: I aPpoint my husband, j. H~ARD WENNER, executor of this will, but if he for any reason fails to qualify or ceases to act, I appoint my daughters, NANCY E. ROHRABAUGH and PATRICIA A. GEORGE, executors in his place. No executor shall be required to give bond. Executed , 1984.~ Ha~eI A. Wenner [SEAL] In our presence the above-named testatrix signed this and declared it to be her will, and now at her request, in her presence, and in the presence of each other, we sign as witnesses: · -3- STATE OF PENNSYLVANIA COUNTY OF : : ss. .I, HAZEL A. WENNER, having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my will, and that I signed it as my free and voluntary act for the purposes therein expressed. We, having been duly qualified according to law, depose and say that we were present and saw HAZEL A. WENNER sign the foregoing instrument as her will; that she Signed it as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing and at her request signed the will as witnesses; and that to the best of our knowledge she was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Subscribed, sworn to or affirmed, and acknowledged before me by the above-named testatrix an.d 'by:. the-witnesse.s whos~ ~s.it,e; on , 1984. Notary Public PAMELA A. HOWERTER, Notary Harrisburg~ Dauphin County, Pa. ~W-~-t.n e s s .. - .~ -4- HEATH L. ALLEN N. DAVID RAHAL CHARLES W. RUBENDALL tr ROBERT L. WELDON EUGENE E, PEPINSKY, JR. .JOHN H. ENOS 1Tr GARY E. FRENCH DONNA S, WELDON BRADFORD DORRANCE JEFFREY S, STOKES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER WAYNE Id. PECHT ELYSE E. ROGERS CRAIG A. LONGYEAR DONALD Id. LEWIS TIT BRIDGET Id. WHITLEY JOHN A. FEICHTEL ANN McGEE CARBON ELIZABETH J. GOLDSTEIN BARBARA A, GALL STEPHANIE KLEINFELTER KEEFER WOOD ALLEN & RAHAL, 415 FALLOWFIELD ROAD, SUITE 301 CAMP HILL, PA 170II-4906 PHONE ?17- 612-5800 FAX 717- 612-5805 EIN NO. 23-0716135 www. keefe~vood.com LLP ESTABLISHED IN 1878 Of COUNSEL: SAMUEL C. HARRY HARRISBURG OFFICE: :~10 WALNUT STREET HARRISBURG, PA 17101 PHONE 717-25B-8000 June 12, 2002 717-612-5808 cswindler~keeferwood.com Cumberland County Register of Wills Cumberland County Courthouse I Courthouse Square Carlisle, PA 17013 Re: Estate ofHazel A. Wenner File #21-02-0355 Dear Sir/Madam: Enclosed herewith for filing please find the following: 2. 3. 4. Pennsylvania Inheritance Tax Return (filed in duplicate;) Inventory; Check in the amount of $25.00 in payment of your filing fee; Check in the amount of $2,657.53 in payment of tax due. Kindly acknowledge receipt of these documents by time-stamping the enclosed copy of this letter and returning it to our office. Thank you. /cds 90788 Enclosure Sincerely yours, · Swindler, Legal Assistant to Elyse E. Rogers 7000 1530 0001 8838 3478 FI T 415 Fallowfield Road Suite 102 Camp Hill, PA 17011-4906 TO: CUMBERLAND COUNTY REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE CARLISLE PA 17013 Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Hazel A. Wenner No. 21-02-0355 also known as Date of Death March 21, 2002 Deceased Social Security No. 163-28-4363 Nancy E. Rohrabau.qh Personal Representative(s) of the above Estate, deceased, vedfy that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/VVe verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Elyse E. Rogers ..~ I.D. No.: 41274 Address 415 Fallowfleld Road, Camp Hill, PA 17011 Personal Representat~e: ~ Nancy E. Rohrabaugh Telephone: 717-612-5801 Dated: DESCRIPTION VALUE 1. American Funds Account #6519-2758-06 2. 917.385 shares of Putnam Investors Fund C1A 3. 205.561 shares of Putnam Investors Fund C1 B 4. PNC Bank Checking Account #5000978626 5. PNC Bank Savings Account #5000962798 6. AARP Health Care Refund (Attach Additional Sheets If Necessary) $32,036.46 $10,311.41 $ 2, ~/0~45 $ 2,443.96 $13,156.95 $ 144.25 $60,253.48 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the InventoPj. Form RW-7 (Dauphin County). Rev 9/92 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) OO13O3 ELYSE E ROGERS ESQUIRE 415 FALLOWFIED ROAD SUITE 102 CAMP HILL, PA 17011-4906 ........ fold ESTATE INFORMATION: SSN: 163-28-4363 FILE NUMBER: 2102-0355 DECEDENT NAME: WENNER HAZEL A DATE OF PAYMENT: 06/17/2002 POSTMARK DATE: 06/1 4/2002 COUNTY: CUMBERLAND DATE OF DEATH: 03/21/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $2,657.53 TOTAL AMOUNT PAID: $2,657.53 REMARKS. NANCYE ROHRABAUGH C/O ELYSE E ROGERS ESQUIRE SEAL CHECK# 1007 INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDZVZDUAL TAXES TNHERTTANCE TAX DTVTSTOH DEPT. 280601 HARRTSBURG, PA 17128-0601 COHHONWEALTH OF PENNSYLVANZA BEPARTHENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSHENT OF TAX REV-1E47 EX &FP (01-02) ELYSE E ROGERS ESQ KEEFER ETAL ~15 FALLOWFIELD RD $0~ CAHP HILL PA DATE 07-29-2002 ESTATE OF WENNER DATE OF DEATH 03-21-2002 FZLE NUMBER Z! 02-0555 COUNTY CUHBERLAND ACH 101 HAZEL A Amoun~ RemA~ed HAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-02) NOTZCE OF ZNHERZTANCE TAX APPRA~SEHENT, ALLOWANCE OR DZSALLOWANCE OF BEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF WENNER HAZEL AFZLE NO. 21 02-0555 ACH 101 BATE 07-29-Z002 TAX RETURN #AS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE INTEREST - SEE REVERSE APPRAZSEB VALUE OF RETURN BASED ON: ORTGINAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) 3. Closely Held Stock/PartnarshAp Znterest (Schedule C) (3) r~. Hortgages/Notas Rece/vable (Schedule D) (~) $. Cash/Bank DeposAts/HAsc. Personal Property (Schedule E) (5) 6. Jointly O~ned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 7; 000. O0 B. Total Assets (8) APPROVED DEBUCTZONS AN]) EXENPTZONS: 9. Funeral Expenses/Adm. Costs/HAsc. Expenses (Schedule H) (9) ~0. Debts/Mortgage LiabAlltAes/LAens (Schedule .r) (10) 2; 90~. 06 11. Total Deduct Aons 12. Nat Value of Tax Return (1~) ~508.32 .00 15z7~5.16 .00 5,29~.27 TAX CREBZTS: PAYMENT DATE 06-1~-2002 13. lq. NOTE: ASSESSHENT OF TAX: 15. Amount of Line 1~ at Spousal rate 16. Amount of LAne 1~ taxable at LAnaal/Class A rata 17. Amount of L/ne 1~ at SiblAng rata 18. Amount of L/ne 1~ taxable a~ Collateral/Class B rata 19. Principal Tax Due R~C~IPI DZSCOUNT NUHBER ZNTEREST/PEN PAID (-) CD001505 152.88 Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) Net Value of Estate Subject to Tax (lq) Zt: an assessment ~as issued previously, lines 14, 15 and/or 16, 17, reflect flgures that /nclude the total of ALL returns assessed to date. .00 NOTE: To insure proper credA~ to your account, subeAt the upper portAon .00 of this form ~ith your tax payment. 67,255. r, 8 B.]g7.33 59,056.15 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. .00 59,056.15 18 and 19 ~111 .00 152.88CR TF TOTAL DUE 'rs LESS THAN $1, NO PAYMENT 'rs REQU.rRED. .rF TOTAL DUE TS REFLECTED AS A "CREDTT' (CR}, YOU HAY BE DUE REFUND. SEE REVERSE S.rDE OF TH.rS FORM FOR 'rNSTRUCT'rONS. } TOTAL TAX CREBZT BALANCE OF TAX BuE ZNTEREST AND PEN. TOTAL DUE 2,657.53 AMOUNT PA'rD 2,790.R! 152.88CR (Z5], .00 X O0 = .00 (16). 59,056.15 X 0~5 = Z,657.55 (].7) .00 X 1Z = .00 (~8), .00 x 15 = .00 (~9)= 2,657.53 Name of Decedent: Date of Death: Will No. STATUS REPORT UNDER RUI,E 6.17, Hazel A. Wenner March 21, 2002 Admin. No. 2002-00355 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report, gnat, ur ~ ~_~ Date: ~ ",,~ ;L ~6~ ~ si ~ Elvse E. Rogers, Esquire Name (Please type or print) 415 Fallowfield Road, Suite 301 Address gO: ~ d tTZ ~V'~ ~. Camp Hill, PA 17011 Capacity: Personal Representative (717) 612-5801 Telephone Counsel for Personal Representative