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Home My WebLink About02-0225 PETITION FOR GRANT OF LETTERS Estate of David L. Wenerick No. c~)/-4:;3 also known as , Deceased Social Security No. 177-24-5988 Petitioner(s), who is/are 18 years of age or older, apply)les) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut~ []Decedent, dated and codicil(s) dated named in the Last Will of the 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 incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence Vivian E. Wenerick WEe 512 Hummel Ave. Lemoyne PA Cathy Adamson V. Frances Danley Joan Wenerick David Wenerick~ Jr. daughter daughter daughter son 110 N. Locust Ln. Mechanicsburg, PA (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 512 Hummel Ave. Lemoyne Borough~ Lemoyne~ PA 17043 (list street, number and municipality) Decedent, then 67 years of age, died February 23 ,2002 , at Harrisburg Hospital~ Harrisburg~ PA (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA All personal property ......................................... $ (if not domiciled in PA Personal property in Pennsylvania .................... $ (if not domiciled in PA Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ 0.00 Total ..................................................................................................................... $ Real Estate situated as follows: 2~550.00 2~550.00 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: I Signature, Typed or printed name and residence I Vivian E. Wenerick 512 Hummel Ave.~ Lemoyne~ PA 17043 Continuation of Petition for Grant of Letters David L. Wenerick Pa e 1 List of Surviving Spouse and Heirs Name Relationship Residence Karen Wenerick ,~, ~-. ~.., o ~~ ~~r. ti .'.. ~~ i -~, ~~,.., Oath of Personal Representative Commonwealth of Pennsylvania County of 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 ±he knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent,. Petitioner(s) will well and truly administer,t/he estate according to la,w. Q~~~~~ Sworn to and affirmed and subscribed 1~~~~~~~~. G1/D~~~~?~;~.~J before men this lst .day of ,, L MARCH 2002 ~l I V /A/~ ,~. l~J~,~ ~f: lC~ / ~ DECREE OF REGISTER Estate of ,David L. Wenerick Deceased No. 21-02-225 also known as Social Security No: 177-24-5988 Date of Death: u~-z~s-zuuz AND NOW, MAR(:H G ~nn~ , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ^ Testamentary ®of Administration ((c.t.a., d.b.n.c.t.; pendentaiit~; durante absentia; durante minoriate) are hereby granted to VIVIAN E WENERICK ``` ~' in the above estate and that the in strument(s), if any, dated t described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. _ ~ ~.ra FEES ~ Letters .................................... $ 25.00 .~ ~ ",~~/ ~ ~ ~ ~. Regi er of'Wills Short Certificates(s) ............... $ 9.00 Renunciation .......................... $ E~dra Pages ( ) ............... $ I.T.R ....................................... $ Signature JCP Fee ................................. $ 5.00 Attorney: Inventory ................................ $ I.D. No: ................................. Other $ Address: ..... TOTAL .............................. $ 39.00 Telephone: DATE FILED: `~ ~'~-~' 1~ °~~°~-~ r ~~~ f ~ ~~ ~~G!'~~ his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~~ /,? ,~;, .... ./.L.--" .,/"'"_~'/l Local Registrar P 8 0 3 0 7 7 3 f,~ %'~ ~,, ,,,, No. ~ Date 21-02-225 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH , 67 v~. : : .27,1934 Harr~sb~g,PA ~ ~ D ,~ ~s~ ~ · ~ : I ~ I.. ~. I~. ,,~orKllrt o~rator I,~uracr~ng I,,. '"~ ~ I,,?° '*'~' I ' '" I~rrx~ I~.ivi~ W~ick 512 Hunmlel Ave. ,~Lemoyne, PA 17043 F~HER'S NAME (Fi(s~. MK]~e. LaSl) Harold Swail Vivian E. Wenerick Pennsylvania ,~,.~ ,~.c..~ Cumberland ~.~? ,?,~~4~ ~e ,~ro~y Wenerick ~12 H~i Ave.,~e,PA 17043 '~" ~r Rolli~ Gr~ ~te~ All~ ~. ,PA1 7011 ~1,?b.27,2002 INJURY AT WORK? 'MEDICAL EXAMINER/CORONER Ore, the baai~, o~ ®.~amimmtlon and/or Investigation, m my Opinion, death occurred at the lime, date, a~d place, and due to the c&us~(s) and STATUS REPORT UNDER RULE 6.12 Name Date of Death: Will No. Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State w~ether administration of the estate is complete: Yes [~1 No [--I 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 re,_~resentative file a final account with the Court? Yes _ No bo 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 [-] No 7] Date: Co Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this revorl~ ~ Signature Name Address /705'-0 / x {"l , ) 7 'to - Telephone No. Capacity: Personal Representative Counsel for personal representative STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Will No.: /~ Admin. No.' Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State w~ether administration of the estate is complete: Yes l_~ 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: Did the personal representative file a final account with the Court? Yes _ No [] 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 Co Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. SignatUre Telephone No. Capacity: [] Personal Representative [-'-] Counsel for personal representative · Complete items 1, 2, and 3. Also complete iter~,4 if Restricted Delivery is desired. · Print your name and address on the reverse so that we can return the card to you. · Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: ivery D. Is delivery address different from item 17 [] Yes If YES, enter delive~ address below: [] No 3. S_.e~.~e Type I~l'~_,ertified Mail [] Express Mail [] Registered [] Return Receipt for Merchandise [] Insured Mail [] C.O.D. 4. Restricted Delivery? (Extra Fee) [] Yes 2. Article Number (Transferfrornservicelabe,, 7000 1~?[~ p~/[~ ~/~,~ ~3 PS Form 3811, March 2001 Domestic Return Receipt 102595-01-M-1424 I'I'1 1:3 Postage Certified Fee Postmark Return Receipt Fee Here (Endorsement Required) Restricted Delivery Fee (Endorsement Required) Total Postage & Fees JRD/June 30, 1992/17858 In Re: Estate of Marie S. Wolbach Late of Upper Allen Township Estate No.: 21-2000-0225 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2000-0225 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Jack Wolbach Counsel for Personal Representative: Date of Decedent's Death: 02-24-2000 Date of Delinquency Notice: 01-08-2002 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 01-08, 2002, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 03-21-2002 /Q~/,4~b~cx~ (.-. ~-6~~ ~,~5~. l~/lh;y C~.~l~ewisfRegister ~fWilis - Distribution: Personal Representative Counsel for Personal Representative Estate File A he~ng is scheduled fo at in Cou~room No. 3. If the Status Repo~ is filed prior to the hearing date, the hemng will automatically be cancelled. George E. Ho~f~r,.~.J~" ~ Postage Certified Fee Return Receipt Fee (Endorsement Required) Restricted Delivery Fee (Endorsement Required} Postmark Here r~- Total Postage & Fees .J:l · · Pr/hr, SO' 0/'~ 1. the mailpiece, ~ . ,,, , If YES, ~ /~ No Registers' ~ Receipt for Merchandise 102595-01.M. 1424 JRD/June 30, 1992/17858 In Re: Estate of Marie S. Wolbach Late of Upper Allen Township Estate No.: 21-2000-0225 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2000-0225 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPItANS' COURT RULE Personal Representative: Paul S.Wolbach Counsel for Personal Representative: Date of Decedent's Death: 02-24-2000 Date of Delinquency Notice: 01-08-2002 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 01-08, 2002, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a heating to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 03-21-2002 Distribution: ~,/a~y ~Lewi~, Register of Wills ' /.,/ Personal Representative Counsel for Personal Representative Estate F~le A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to the hearing date, the hearing will automatically be~ Geor BUREAU OF INDIVIDUAL TAXES ZHHERTTAHCE TAX DTVZSTON DEPT. 280601 HARRTSBURG.~ PA 17128-0601 VIVIAN E NENERICK 512 HUNMEL AVE LEHOYNE CONMONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLO#ANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSHBNT OF TAX ON JOINTLY HELD OR TRUST ASSETS PA 170~$-1826 FILE NUMBER COUNTY SSN/DC ACN REV-XGI~8 EX AFP COl-DS) DATE 05-$1-2005 ESTATE OF NENERICK DAVID DATE OF DEATH 02-ZS-ZOOZ 21 02-0225 CUMBERLAND 177-2~-5988 02120071 Amoun~ Remi~ed I MAKE CHECK PAYABLE AND RENXT PAYNENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~m~ RETAXN LONER PORTION FOR YOUR RECORDS REV-X548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOHANCE OR DZSALLOHANCE OF DEDUCTIONS, AND ASSESSNENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-51-2005 ESTATE OF HENERICK DAVID L DATE OF DEATH OZ-ZS-200Z COUNTY CUMBERLAND FILE NO. 21 OZ-OZZ5 S.S/D.C. NO. 177-2~-5988 ACN 02120071 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET ZNFORNATZON FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT NO. 870081~0275627 TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (~ TIHE CERTIFICATE DATE ESTABLISHED 05-28-1996 Account Balance 7,15~.97 Percent Taxable X 0.500 Amount Subject to Tax 5,577.~9 Debts and Deductions - .00 Taxable Amount 5,577.~9 Tax Rate X .00 Tax Due .00 TAX CREDITS: PAYNENT DATE RECEIPT NUNBER NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS NOTICE HITH YOUR TAX PAYMENT TO THE REGISTER OF HILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO= "REGISTER OF HILLS, AGENT." DISCOUNT (+) INTEREST/PEN PAID AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. XF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) .00 .00 .00 .00 BUREAU OF ZNDZVZDUAL TAXES ZNHER/TAHCE TAX DXVTSTON DEPT. 280601 HARRISBURG, PA 17128-0601 CONHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTXCE OF XNHERXTANCE TAX APPRAXSEHEHT. ALLO#ANCE OR DXSALLOHANCE OF DEDUCTXONS, AND ASSESSHENT OF TAX ON JOXNTL¥ HELD OR TRUST ASSETS VIVIAN E WENERICK 512 HUHNEL AVE LEHOYNE PA 17045-1826 DATE 05-$1-200:5 ESTATE OF WENERICK DATE OF DEATH 02-2:5-2002 FILE NUMBER 21 02-0225 COUNTY CUMBERLAND SSN/DC 177-24-5988 ACN 02120078 Amount: Remi'l:'l:.d REV-i~O EX &FP (OX-OS) DAVID L HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THIS LINE ~ RETAIN LOWER PORTXON FOR YOUR RECORDS ~ REV-1548 EX AFP (01-03) NOTXCE OF XNHERXTANCE TAX APPRAXSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 0:5-:51-200:5 ESTATE OF WENERICK DAVID L DATE OF DEATH 02-2:5-2002 COUNTY CUHBERLAND FILE NO. 21 02-0225 S.S/D.C. NO. 177-24-5988 ACN 02120078 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET ZNFORNATXON FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT NO. 8700814027:5619 TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE DATE ESTABLISHED 05-28-1996 Account Balance 6,945.00 Percent Taxable X 0.500 Amount Subject to Tax $,47Z.50 Debts and Deductions - .00 Taxable Amount :5,472.50 Tax Rate X .00 Tax Due .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "*REGISTER OF WILLS, AGENT.o' TAX CREDITS= PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN pATD (-) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE XF PAZD AFTER THXS DATE, SEE REVERSE FOR CALCULATZON OF ADDXTXONAL XNTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT XS REQUZRED. ZF TOTAL DUE XS REFLECTED AS A 'CREDZT'(CR), YOU HAY DE DUE A REFUND. SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTZONS. .00 .00 .00 .00 BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX D/VZSTON DEPT. 280601 HARRTSDURG~, PA 17128-0601 COMMONgEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT. ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS VIVIAN E WENERICK 512 HUMMEL AVE LEMOYNE PA 170q$-1826 DATE 05-$1-2005 ESTATE OF gENERICK DATE OF DEATH 02-25-2002 FILE NUMBER Z10Z-OZZ5 COUNTY CUMBERLAND SSN/DC 177-2q-5988 ACN 02120070 Amoun~ RemJ.~'l:ed REV-],$~8 EX AFP COl-OS) DAVID L MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF gILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE I1~ RETAIN LOgER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOgANCE OR DISALLOgANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-31-2003 ESTATE OF WENERICK DAVID L DATE OF DEATH 02-23-2002 COUNTY CUMBERLAND FILE NO. 210Z-OZZ5 S.S/D.C. NO. 177-2q-5988 ACN TAX RETURN gAS: (X) ACCEPTED AS FILED ( ) CHANGED dOINT OR TRUST ASSET INFORMATION 02120070 FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT NO. 0089680022 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 08-28-196q Account Balance Percent Taxable Amount Subject to Tax Debts and DeductAons Taxable Amount Tax Rate Tax Due TAX CREDTTS: 11,850.0q NOTE: X 0.500 5,925.02 - .00 5,925.02 X .oo .00 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE gITH YOUR TAX PAYMENT TO THE REGISTER OF gILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF gILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~F TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT- { CR}, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF TH/S FORH FOR INSTRUCTIONS. } .00 .00 .00 .00 Name of Decedent: Date of Death: Will No.: ~5P STATUS REPORT UNDER RULE 6.12 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: sod 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: o If the answer to No. 1 is Yes, state the following: a. Did the personal.representative file a final account with the Court? Yes _ No ]~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: __ c. Did the personal representative state an account informally to the parties in interest? Yes ~ No [-] c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to thi~. Si~ture Capacity: ~ Personal Representative Counsel for personal representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ~'~;~~ C ;,;`rt'e` ~; ~: 2010 J~~127 A~ 10~ ~5 Date: 1/27/2010 RENEE MICHELE ANN 1975 BROOKSIDE DRIVE BETHLEHEM, PA 18018 RE: Estate of POLLAK MICHAEL File Number: 2002-00025 Dear Sir/Madam: {~ C~L{yEp€~k' CF Qll~t i!'1!'y ~ i 1~~~}~7 CUB,"r~-`' ' j: '`,~ c This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with t=he Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 2/08/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report,, please disregard this notice. Sincerely, /~1.~~~C.~ ~,~s~Z2?LfdG/ ~~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel 15056051047 REV-~ VOO EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOx 280801 INHERITANCE TAX RETURN Hanisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number N 7/7 7 ~ Firm Name flf Aoolicable) --- ---1-- - --°- 'a', First line of address ~~~ ~ ' Q ~ '-U ~ i ~ , r. Second line of address C7 t..l ~ ~ N ~" r D N y I c" City or Post Office State ZIP Code DATE FILED ~ t In D 1 D Correspondent's a-mail address: Under penalties of perjury, 1 declare that I have examined this relum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is We, corned and cornplete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERS 4N RE PONSIBLE F FILING RETURN DATE ~ ADDRESS -s i~ ~u~~„~i ~ yE,yu~ ~. ~in~ yy~ P ~ i 7oy3 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051047 15056051047 15056052048 ' REV-1500 EX Decedent's Name: Decedent's Social Security Number RECAPITULATION s~~nw ai~n 'e Y 1. Real estate (Schedule A) .......................................... ... 1. d 2. Stocks.and Bonds (Schedule B) .................................... ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages & Notes Receivable (Schedule D) .......................... ... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... ... 5. `~' ~ " ~' mil M Illli 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. ' ~ t ~ ~ ~ ! r 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1-7) ................................. ... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. (~ 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. ... 10. D 11. Total Deductions (total Lines 9 & 10) ................................ ... 11. - (~ 7 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ..................... ... 13. ~ 14. Net Value Subject to Tax (Line 12 minus Line 13) ................... ..... 14. TAX COMPUTATION - 3EE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9118 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 18. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 15056052048 15056052048 REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENTS NAME STREET ADDRESS -- --- ITY / ~~~~ ~ y _ STATE ~ ZIP ~~D 7 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit _ B. Prior Payments C. Discount - - - 3. InterestlPenalty if applicable D. Interest E. Penalty (1) Total Credits (A + B + C) (2) Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, 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. (3) (4) (5) (~) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decadent make a transfer and: Yes No a. retain the use or income of the properly 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 I'rfe 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 propery which contains a beneficiary designation? ..................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN Far dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemg a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1509 EX+ (g-gg) COMMONWEALTH OF PENNSriVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT scH~ou~.E F JOINTLY OWNED PROPERTY eslnlt vr• FILE NUMBER .J~yia ~ . ~)~d~.~ /cam N,anassatyYaa made Jolnt vAthln une ysac ot2he decedenPa date oT death, it must be reported on Schedule 6. SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP 70 DECEDENT a V I v/R,~ ~' I~JENEX lC/C 5/z }{~.~r~EL ~ dF,vu~' s PaLCSE /,~,noyyF ~R /70</3 B. c. JOINTLY•OWNED PROPERTY: REY NInABER LETTER FOR XNN TENANT . .., DAT_°~ T MADE JOINT DESCRlFTdgJ:OFd2ROPERTY .- -INCLUDE NAME OF Fn1ANCNl INSTITUnON AND flWKACCOUNT NWBER OR SIMILAR IDENTIFYING NUMBER ATTACH GEED FOR XNNTLKHEID REAL ESrATE DATE OF DEATH VALUE OF ASSET %OF DECO'S INTEREST .DATE OF~DEATH ' t. a DECEDENT S INTEREST /.?'18-/970 f/G/Y!E 5/~ !f!./`!/~IFG ppv~u~ ,~ EDSO y,~~ p~ t 70 3 .~yb.~av.~ 5d ~yo oQO. .? , A aB;78--~ eN~c~i.uG AcCDU.vT' odd 9G8po.2, ,~G/ee.oa 3e ~ x'30.50 . ~ 3 - R v5-.78 eE~J KA1k' o-F DC,~s~7 8°7od -g/~'z~73G/9 ~`9yo ° ° ,SD ~~ y7~ - So ~• !t o5:78 f.~ih"i~,ty4lE of DF~~T g-hem -8/~/- d.??36~ ~ ~/5y, 97 SD ~ ~3~ 77. S/~, .? 3 -y ALL ~/.P ~qA,v,~ /$oa_~r,3,3-~/G3a 5 S outer c~ 4 5' ' - , A ,ti ~ S .PF~T 7 ,aH~7/miiPE, ~y-D r? /~D / - 333a 5r A e 8 -~ 997 C>4 R - C>+/>et Yes<~T" ,BL~zF~ / X97 /~O®o. Dd ~ 9'.~DO. o e ~ ~ A / y9,~ Ac BE~A~PL~ c o/nmor~ ~cJC 3s1/~,~s ~'ys'~ SD ~ ~.?~ •30 ? A /49D ,E7/i'Y~C Go~n~ed ~G>~ 3o~f/~,~ES ~~o.oe 5D~ ~j~•oD S R f 9Qd S~II//d6S ~,D,dDS SFiel~s ~ , ~35G. yy `J~~° /7.7.2 ~o 0 i TOTAL (Also enter Dn line 6 Recapitulation) I S (od3 IS 7D5 ~Hmore,spsae Is needed, mserl addlLonal sheets of the same size) REV~7510 EX • (797) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN OF SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THETPAHSFEREE,THEIRREIATIDNSHIPTODECEDENTANDTHEDATEOFTRANSFER. ATTACH ACDW OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET "/, OF DECD'S INTEREST EXCLUSION IFAPPLICA9LE TAXABLE VALUE ~. l~Pf} 58J BBa,o~ 8,~pa~.m O (If mare space is needed, insert TOTAL (Also enter on line 7, Recapitulation) ~ 5 of the same ~ REV-1511 EX+(10-06) scN~®u~E x COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF .FILE NUMBER ~~A vin ,c. ~/E_JE,.~,e _. Debts of decedent must be reported on Schedules , ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ,. ~ja ssF,G /1Jr4,dS ~~U~fJ FiPAL yomt ,~ ,~aDO . ~ 3 ~ y f/~~r~ ~ < ~ v~ ~ E~oy.~~ .~~ ~ ~oy3 B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name nf.Personal Representative(s) Street Address City Year(s) Commission Paid: State Zip 2. Attorney Fees ~~ G d S• Family Exemption: (If decedent's address is not the same as daimant's, attach explanation) Claimant Street Address City Stale Zip Relationship of Claimant to Decedent 4• ~ Probate Fees 5~ I Accountant's Fees 6. Taz Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) I $ ~~3~ (Itmore space,is needed, insert additional sheets of thesame size) .~. y .~ ~~ ~¢~ o. k7 ~x ~~~ ~o 1 .~ l r.r-. _ ~,r-r• !1 "f ,~nr ~ ~~'r''('~ ~1 ~`~~ ~,;~" NOTICE OF INHERITANCE TAX pe1111SJ/~VBnld ,~~ r`^ BUREAU OF INDIVIDUAL ~g~~ ~~ _~PP'~AISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION ~':~.'tia ~ --' ~ -`' ' ` "l~F~ DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP <12-09) PO BOX 280601 HARRISBURG PA 17128-0601({` (~[p [~ 2U1~JC-i '~ r`~'~' ~~ DATE 09-14-2010 E~K CF ESTATE OF WENERICK DAVID L C~ ORP~~~S ~C~~~ DATE OF DEATH 02-23-2002 21 02-0225 FILE NUMB ER (',,U~d ~-,.- COUNTY CUMBERLAND VIVIAN E WENERICK ACN 101 512 HUMMEL AVENUE APPEAL DATE: 11-1 3-2010 L EMOYNE PA 17043 (See reverse side under Objections) Amount Remitted- -1 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E-- -------------------------------------------------------------- REV-15 47 EX AFP C12-09) NOTICE OF INHERITANCE ------------ TAX APPRAISEMENT, ALLOWANCE ----------------- OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: WENERICK DAVID LFILE N0 .:21 02-0225 ACN: 101 DATE: 09-14-2010 TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00 6. Jointly Owned Property (Schedule F) (6) 60,315.70 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 60 , 315.70 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5.075.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0 11. Total Deductions (11) 5,075.00 12. Net Value of Tax Return (12) 55,240.70 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 55,240.70 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) 55,240.70 X 00 - .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16)_ _0 0 x 04 5 = .00 17. Amount of Line 14 at Sibling rate C17) .00 X 12 .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00 19. Principal Tax Due (19)= .0 0 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ^~ 1