HomeMy WebLinkAbout02-0944
PETmON FOR GRANT OF LETTERS OF ADMINISTRATION
ESlare a/Elisabeth Courtney Wenoer
also known as
No. :11- O~. q~
To:
Deceased.
Register of Wills for the
County of Cumberl and in the
Commonwealth of Pennsylvania
Social Security No. 169-76-3230
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl i es
for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in Cumberl and County, Pennsylvania, with
h f>r last familyor principal residence at657 Shi ooensburo Rd. North Nf>wtnn Tw,p Ne ill e, PA
(list street, number and municipality)
Decendent, then 6
~ Hershey Medical
years of age, died January 7, 2002
Center. Dauohin County. Pennsylyania
,19
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal propeny $
(If not domiciled in Pa.) Personal propeny in Pennsylvania $
(If not domiciled in Pa.) Personal propeny in County $
Value of real estate in Pennsylvania $
situated as follows:
Petitioner_ after a proper search h~ ascenained that decedent left no will and was survived by
the follo)IVing spouse (if any) and heirs:
~. Name Relationship Residence
:.-
(<1
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THEREFORE; 'petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERfJAND
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The petitioner(s) above-named swear(s) or 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 above decedent petitioner(s) will well and
truly administer the estate according to law.
Sworn to or affirmed and subscribed f -.Q"
before me this 22nd day of
_ OCTOBER 2002& }fJJ~
~~~)p~:ter l
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/ A )Q Y11Q/\
No. ,Q1-D.2 .q44
Estate of
ELISABETH COURTNEY WENGER
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
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AND NOW OCTOBER 22, 200 2 :If!i'~, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that JENNI L WENGER
is/are entitled to Letters of Administratio!!. and in accord with such findiWlt Letters of Administration
LE,TERS OF ADMINISTRA'r ON
are hereby granted to JENNI L WENGER
in the estate of
ELISABETH COURTNEY WENGER
~~~Mtmt!I~~~'
Register of Wills ~
FEES
Letters of Administration $ 1 8 . 00
Short Certificates( ).......... $ 3 n n
Renunciation ........jcip.... ~~
TOTfL_$ 31.UU
Filed ..!.~-l?~:-.~~.q...... A.D. 19~2
mal eu to atty 10-23-~vv
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ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
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This is to certify that the information here given is correctly copied from an original certificate of death duly filed w'
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for petmanent filing.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
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Local Registrar
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COMMONWEALTH OF PENNfYLVANIA. DEMRTMINT OF HEALTH. VITAL RECORDI
CERTIFICATE OF DEATH
(Coroner)
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169-76-3230
7 2002
NAME '"1Fi'''. _ LalIt
1. Elisabeth Courtney WengeT
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NAN! ~WIfOCClMPI.nEOCAUS!:Ol'OEIITH
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~r8l18lll s. Hetrick, Coroner
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RENUNCIATION
1/-0.2-CJI.JL/
In Re Estate of
Elisabeth Courtney Wenger
To the Register of Wills of
Cumberland
The undersigned
Stephen Wenger
deceas
County, Pennsylvania.
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Lette
of Administration
be issued to
Jenni L. Wen er
WITNESS
hand this
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day of
.19
US? S ;
Ne.u II ,lie ~A
(Sip_lure)
(Address)
(Signature)
(Address)
IN RE: Estate of Elisabeth C. Wenger,
deceased.
In the Court of Common Pleas of
Cumberland County;
Orphans Court Docket No.
ORIGINAL
PETITION OF JENNI L. WENGER., ADMINISTRATRIX, FOR APPROVAL OF A
WRONGFUL DEATH SETTLEMENT
AND NOW, Jenni L. Wenger, Administratrix of the Estate of Elisabeth C. Wenger
hereby petitions this Honorable Court to approve an initial settlement of a claim brought on
behalf of the Estate for the following reasons:
1. Elisabeth C. Wenger, the 6-year-old daughter of Stephen and Jenni L. Wenger
was killed in an automobile accident occurring on January 5,2002;
2. The accident occurred at the intersection of Barnstable Road and McAllister
Church Road in West Pennsboro Township, Cumberland County, Pennsylvania;
3. At the time of the accident, the child was seated in the rear passenger seat in a car
being driven by her father, Stephen Wenger. Jenni L. Wenger and Elisabeth's sisters were also
in the vehicle at the time;
4. Elisabeth C. Wenger died when the vehicle driven by her father was T-boned by a
vehicle in the southbound lane of McAllister Church Road as Mr. Wenger was making a left
hand turn across that lane;
5. The vehicle striking the Wenger vehicle was traveling in excess of the speed
limit;
6. The intersection where the accident occurred at limited sight distance for vehicles
traveling north and south on McAllister Church Road. There was no stop sign at the intersection
for McAllister Church Road.
7. At the time of the accident, Stephen Wenger was insured by the Prudential
Insurance Company with liability policy limits of$100,000/$300,000.
8. Prudential Insurance Company has agreed to pay its full policy limits of $1 00,000
to extinguish any claim which could be brought against Stephen Wenger by the Estate of
Elisabeth Wenger or by way of contribution by the driver who was exceeding the speed limit, or
the township for the design of the highway.
9. Since the settlement represents the maximum recovery for any claim against
Stephen Wenger for his conduct in the accident, it is in the best interests of the Estate to accept
the settlement offer.
10. The Estate does intend to pursue additional recoveries from other potentially
liable parties, which include West Pennsboro township for their design of, and failure to correct,
the limited sight distance problems at the intersection, and Jason White, the driver who struck the
Wenger vehicle while driving at a speed above the posted speed limit.
II. Petitioner, therefore seeks Court approval to execute a Joint Tortfeasor release,
whose effect will be extinguish any rights of recovery of the Estate against Stephen Wenger to
the per cent of causal negligence attributed by a jury to Stephen Wenger, while preserving the
Estate's right to fully recover the amount equal to the per cent of causal negligence attributed to
the remaining culpable parties.
12. Settlement on behalf of Stephen Wenger is not an admission of fault for the
accident, but rather a compromise of a disputed claim by his insurance carrier
13. To pursue the remaining defendants will require the Estate conduct substantial
investigation and discovery, as well as hire experts on accident reconstruction and highway
engineering.
14. The Estate's Counsel, Angino & Rovner, P.C. will also have to expend
considerable time and effort on the remaining actions without any certainty that additional
moneys will be recovered from which a fee will be generated.
15. Consistent with local policy, Angino & Rovner, with the agreement and approval
of the Wengers will receive a 25% fee from this settlement if approved by the Court..
16. In addition, Petitioner requests the Court approve $ 5,000 being placed in escrow
to cover current expenses and as an advance on the expenses which will be incurred in pursuing
actions against the Township and Mr. White. Any unused portion of the advance on expenses
will be returned to the Estate upon termination of the actions against the remaining potential
defendants.
17. Under current Pennsylvania Inheritance Tax law, no taxes are due on moneys
passing from a minor's estate to her parents. The Pennsylvania Department of Revenue is aware
of this settlement, and acknowledges no taxes will be owed by Estate and that the
Commonwealth has no interest in the division of the settlement between Wrongful Death and
Survival Actions.
18. The beneficiaries of both the Wrongful Death and Survival Actions are the same
since Elisabeth C. Wenger died intestate. Consequently, Petitioner requests the net proceeds of
the Settlement be distributed as 90 % to the Survival Action and 10 % to the Wrongful Death
Action.
19. Petition avers the following distribution to be in the best interest of the parties:
To Stephen and Jenni L. Wenger, equally
as Wrongful Death/Survival beneficiaries
$ 70,000.00
$ 25,000.00
To Angino & Rovner, P.c. for fee
In Escrow for current and future expenses,
with unexpended funds reverting to Stephen &
Jenni L. Wenger
$ 5.000.00
TOTAL DISTRIBUTIONS
$ 100,000.00
WHEREFORE, Petitioner prays your Honorable Court will approve the Settlement in
terms set forth herein, which are in best interests of the Estate of Elisabeth C. Wenger.
Respectfully submitted,
ANGINO & ROVNER, P.C.
an, Esquire
J.D. N 807
4503 N. Front Street
Harrisburg, P A 1711 0
(717) 238-6791
Counsel for Plaintiffs
Date: /~02/0a
VERIFICATION
I, Jenni L. Wenger, Administratrix of the Estate of Elisabeth C. Wenger, have read the
foregoing documents do hereby swear and affirm to the facts set forth in the foregoing are within
my knowledge and true and correct to the best of my knowledge, information and belief. I
Wlderstand that this Verification is made subject to the penalties of 18 Pa.C.S.A. Section 4904,
relating to Wlswom falsification to authorities.
~' ~ '
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Je . L. Wenger, Admi~trix
Estate of Elisabeth C. Wenger
IN RE: Estate of Elisabeth C. Wenger, deceased.
In the Court of Common Pleas of
Cumberland County;
Orphans Court Docket No.
;2/- O~ -'l~t./
-'" ORDER
And now, the U ~f~ctober, 2002, it is hereby Ordered and Decreed that the
PETITION OF JENNI L. WENGER, ADMINISTRATRIX, FOR APPROVAL OF A
WRONGFUL DEATH SETTLEMENT is approved as follows:
1. Petitioner, on behalf of the Estate of Elisabeth C. Wenger, is authorized to accept $
100,000 from Prudential and execute a Joint Tortfeasor Release consistent with Paragraph 11 of
the Petition and incorporated herein by reference.
2. Petitioner is authorized to distribute the $ 100,000 in manner contained in paragraphs
18 and 19 of the Petition and incorporated herein by reference.
~ ' Judge
("
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
Telephone
10/25/2002
717-783-0972
Terry S. Hyman, Esquire
Angino & Rovner
4503 North Front Street
Harrisburg, P A 17110-1708
o ~- 'NY
Re: Estate of Elizabeth Wenger
Date of Death: January, 2002
Dear Mr. Hyman:
The Department of Revenue received a letter concerning the proposed Petition for Approval of
Settlement Claim to be filed on behalf of the above-referenced Estate in regard to a wrongful death and
survival action. It was forwarded to this Bureau for the Commonwealth's approval of the allocation of
the proceeds paid to settle the actions.
Pursuant to the letter, the 6-year-old-decedent died as a result of a motor vehicle accident. The
heirs to decedent's estate are her parents. Therefore, any proceeds paid to settle the survival action would
pass to decedent's parents and would be subject to a zero percent inheritance tax rate. 72 P.S.
~9116(aX1.2). Accordingly, regardless of the allocation of the subject proceeds, there would be no
inheritance tax consequences.
Please be advised that based upon these facts and for inheritance tax purposes only, this
Department has no objection to the proposed allocation of the gross proceeds of this action, $ 10,000.00
to the wrongful death claim and $ 90,000.00 to the survival claim. Proceeds of a survival action are an
asset included in the decedent's estate and, although subject to the imposition of a zero percent
inheritance tax rate in this instance, they must be reported on decedent's Pennsylvania inheritance tax
return. 42 Pa.C.S.A. ~8302; 72 P.S. ~~9106, 9107. Costs and fees must be deducted in the same
percentages as the proceeds are allocated. In re Estate of Merrvrnan, 669 A.2d 1059 (Pa. Cmwlth. 1995).
I trust that this letter is a sufficient representation of the Department's position on this matter. As
the Department has no objections to the Petition, an attorney from the Department of Revenue will not be
attending the hearing regarding it. Please contact me if you or the Court has any questions or requires
anything addittgnal from this Bureau. Finally, the approval of this allocation is limited to this estate and
does not reflect the position that the Department may take in any other proposed distribution of proceeds
of a wrongful ~ath / survival action.
J
ANGINa & ROVNER, P.C.
4503 NORlH FRONT STREET
lIARIusBURG. PA 171Hl-1708
RICHARD C. ANGINa
NEIlJ. ROVNER
JOSEPH M. MELlLW
TERRY S. HYMAN
DAVID L. LUTZ
717/23S6791
FAX 717/238-5610
WWW.ANGIND-ROVNER.COM
E-:MA.IU TIIYMAN@ANGIND-ROVNER.COM
October 29, 2002
Office of the Registrar of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
RE: Petition for Approval of Settlement regarding the Estate of Elisabeth C. Wenger
Docket No.: 02-944
Dear Sir/Madam:
Our office filed a Petition for Approval of a Wrongful Death Settlement in the above docketed Est e. It
is our understanding that Judge Hoffer already signed the Petition. I do, however, ask that you docket th letter
I have received from the Pennsylvania Department of Revenue indicating its approval of the distri tion
contained in the Petition. Please docket the letter as part ofthe record.
I thank you for your cooperation.
Very truly yours,
TSHljss
Enclosure
cc: The Honorable George Hoffer wi enclosure
L\1~GINO & ROVNER, P.C.
4503 NORTH FRONT S"IREET
HARRIsBURG, PA 17110-1708
717/231>6791
FAX 717/238-5610
RICHARD C. ANGINO
NEILJ. ROVNER
JOSEPH M. MEUlLO
TERRY S. HYMAN
DAVID L Lun
WWW.ANGIND-ROVNER.COM
E-MAIL: 11IYMAN@ANGIN0-aOVNER.COM
I October 29, 2002
,
Office of the Registrar of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
etition for Approval of Settlement regarding the Estate of Elisabeth C. Wenger
Docket No.: 02-944
Dear Sir/Madam:
MICHAEL
RICHARD A.
JOSEPH
JAMES
JOANL
LISA
KOSIK
LOCK
DORIA
EClNTI
ULAK
ENZIE
Our office filed a Petition for Approval of a Wrongful Death Settlement in the above docketed Es te. It
is our understanding that Judge Hoffer already signed the Petition. I do, however, ask that you docket th letter
I have received from the Pennsylvania Department of Revenue indicating its approval of the dis ution
contained in the Petition. Please docket the letter as part of the record.
I thank you for your cooperation.
TSH/jss
Enclosure
Very truly yours,
..""".
cc: The Honorable George Hoffer wi enclosure
Lo;
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
Telephone
10/25/2002
717-783-0972
Terry S. Hyman, Esquire
Angino & Rovner
4503 North Front Street
Harrisburg, PA 17110-1708
Re: Estate of Elizabeth Wenger
Date of Death: January, 2002
Dear Mr. Hyman:
The Department of Revenue received a letter concerning the proposed Petition for Approval of
Settlement Claim to be filed on behalf of the above-referenced Estate in regard to a wrongful death and
survival action. It was forwarded to this Bureau for the Commonwealth's approval ofthe allocation of
the proceeds paid to settle the actions.
Pursuant to the letter, the 6-year-old-decedent died as a result of a motor vehicle accident. The
heirs to decedent's estate are her parents. Therefore, any proceeds paid to settle the survival action would
pass to decedent's parents and would be subject to a zero percent inheritance tax rate. 72 P.S.
~9116(a)(1.2). Accordingly, regardless of the allocation of the subject proceeds, there would be no
inheritance tax consequences.
Please be advised that based upon these facts and for inheritance tax purposes only, this
Department has no objection to the proposed allocation of the gross proceeds of this action, $ 10,000.00
to the wrongful death claim and $ 90,000.00 to the survival claim. Proceeds of a survival action are an
asset included in the decedent's estate and, although subject to the imposition of a zero percent
inheritance tax rate in this instance, they must be reported on decedent's Pennsylvania inheritance tax
return. 42 Pa.C.S.A. ~8302; 72 P.S. ~~9106, 9107. Costs and fees must be deducted in the same
percentages as the proceeds are allocated. In re Estate of Merrvman, 669 A.2d 1059 (Pa. Cmwlth. 1995).
I trust that this letter is a sufficient representation of the Department's position on this matter. As
the Department has no objections to the Petition, an attorney from the Department of Revenue will not be
attending the hearing regarding it. Please contact me if you or the Court has any questions or requires
anything additional from this Bureau. Finally, the approval of this allocation is limited to this estate and
does not reflect the position that the Department may take in any other proposed distribution of proceeds
of a wrongful death / survival action.
~i .f./)// An
~/2r~
( .JPauID~
, Business & Trust Valuation Manager
Inheritance Tax Division
Bureau of Individual Taxes
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
E//s",be~ Cov/Z.tNe..
We;.; Gt-"""'R.
Date of Death:
7
zoo
Will No.
Admin. No.
21
o
Oq
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules s
served on or mailed to the following beneficiaries of the above-captioned estate on Zz. Zoo Z-
Name
Address
s
w
f 721f1
e fA 72.'((
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Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
2/N!;;?
1 '
19nature
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Name le.!!./2-j S.
e..
Address
~
<tSD 3 It.!. fi
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171/0
Telephone Of?) 2-3
Capacity: _ Personal Representative
~ounsel for personal representative
STATUS REPORT UNDER RULE 6.12
{K
Name of Decedent:
Elisabeth Courtney Wenger
Date of Death: January 7, 2002
Will No.: Admin. No.: 21-02-0944
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 ~rlministration of the estate is complete:
Yes 0 No 0
2. If the answer is No, state when the personal representative reasonably believes
thattheadministrationwillbecompletefl1l11is matter is involved in litigatt n,
therefore, it is difficult to determine when the adminlstratlon Wl I I be complete. It is
estimated by December 2004.
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 0
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 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and maybe attached to ~~report.
Date: ~ber 19, 2003
Signature
Terry S. Hyman, Esquire
Name
ANGINO & ROVNER, P.C.
4503 North Front Street
Address
Harrisburg, PA 17110
717/238-6795~ext 3036
Telephone No.
Capacity: 0 Personal Representative
~ Counsel for personal representative
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Elisabeth Courtney Wenger
Date of Death: 01/05/02
Estate No.:
21-02-944
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:
I. State whether administration of the estate is complete:
. Yes 0 No IQ/
2. If the answer is No, state when the personal representative..:easonably believes that
the administration will be complete: ,). /3, I t.,
.
3. If the answer to No. I is Yes, state the following:
a. Did the personl!!!7Presentative file a final account with the Court?
Yes 0 No 1J6
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the person~~tesentative state an account informally to the parties in
interest? Yes 1..:1" No 0
Date: 02/04/05
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 this report. . "7 7
$ ( ;r--
s~a~ 0
Terry S. Hyman, Esquire
Name
SCHMIDT, RONCA & KRAMER, P.C.
209 State Street
Address
Harrisburg, PA 17101
717/232-6300
Telephone No.
-C;'\
(..;'--
Capacity:
D~rsonal Representative
IB' Counsel for personal representative
J
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/01/2005
HYMAN TERRY S ESQ
4503 NORTH FRONT ST
HARRISBURG, PA 17110
RE: Estate of WENGER ELISABETH COURTNEY
File Number: 2002-00944
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.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 the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 1/07/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~=~~
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/16/2005
WENGER JENNI L
675 OAKVILLE ROAD
NEWVILLE, PA 17241
RE: Estate of WENGER ELISABETH COURTNEY
File Number: 2002-00944
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.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 the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
1/07/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~h.L~)~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
vh
RfV.1500 EX (&<10)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
C}FF~Cl!~L USE OhtL Y
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FILE NUMBER
21 02
INHERITANCE TAX RETURN
RESIDENT DECEDENT
YEAR
NUMBER
944
COUNTY CODE
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
WENGER Elisabeth C.
DATE OF DEATH (MM-DD-YEAR)
01J02162 J 7/0':<
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
n/a
SOCIAL SECURITY NUMBER
169-76-3230
DATE OF BIRTH (MM-DD-YEAR)
04/11/95
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~ 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (AlIach copyofW~1
~ 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale ofdea1h after 12-12-1l2)
o 7. Decedent Maintained a Living Trust (AlIach copy ofTrus~
o 10. Spousal Poverty Credit (date of dea1h between 12-31-91 and 1-1.95)
o 3. Remainder Return (date of d..1h prior In 12-13-ll2)
o 5. Federal Estate Tax Return Required
8. Tolal Number of Safe Deposit Boxes
o 11. Election to lax under Sec. 9113(A) (AlIach Sch 0)
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NAME
Jenni Wenger, Adm c/o Richard C. Angino, Esquire
FIRM NAME (W Applicable)
Angino & Rovner, P.C.
TELEPHONE NUMBER
(717) 238-6791
COMPLETE MAILING ADDRESS
Angino & Rovner, P.C.
4503 North Front Street
Harrisburg, PA 17110
1. Real Eslate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5) 193,500.00
(6)
(7)
(8)
(9)
(10)
193,500.00
~- ~,
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. JoinUy OWned Property (Schedule F)
o Separate Billing Requested
7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Tolal Gross Assets (lolal Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (lolal Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charilable and Governmental Bequests/See 9113 Trusts for which an election to lax has not been
made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Line 13)
'. ")
("i
(11)
(12)
(13)
193,500.00
(14)
193,500.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 Iaxable at the spousal lax
rate, or transfers under Sec. 9116 (a)(1.2)
J.~~l~.QQJ)Q. x .0 9.._. (15)
0.00 x.O ~ (16)
0.00
16. Amount of Line 14laxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
x .12 (17)
x .15 (18)
18. Amount of Line 14laxable at collateral rate
19. Tax Due
(19)
0.00
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
~
Decedent's Complete Address:
STREET ADDRESS
657 Shi ensbur Road
CITY Newville
STATE
PA
ZIP 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits (A + B + C ) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
0.00
0.00
0.00
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
A. Enter the interest on the tax due.
(SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
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;.......................................................................................... 0 ~
b. retain the right to designate who shall 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 [iJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 [Kl
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 [Kl
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
A ESS
6 5 Oakville Road Shippensburg, PA 17275
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
For 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 3%
[72 P.S. ~9116 (a) (1.1) (ill.
For dates of death on or after January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)).
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a lax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The lax 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 0% [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 4.5%, 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 12% [72 P.S. ~9116(a){1.3)]. A sibling 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-1508 EX+ (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WENGER Elisabeth C.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-02-944
ITEM
NUMBER
Include the proceeds of litigation and the dale the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
VALUE AT DATE
OF DEATH
Proceeds from Survival Action
DESCRIPTION
Court of Common Pleas Cumberland County, Pennsylvania
No. 02-5385-CV
Final Proceeds received by Estate December 20,2005
NOTE: The supporting documents for this return are being supplied to the
Department of Revenue ONLY for the purpose of confidentiality.
193,500.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
REV.1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WENGER Elisabeth C.
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Jenni L. and Stephen E. Wenger
1.
675 Oakville Road
Shippensburg, PA 17275
RELATiONSHIP TO DECEDENT
Do Not List Trustee(s)
FILE NUMBER
21-02-944
AMOUNT OR SHARE
OF ESTATE
Parents
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX is NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
02-28-2006
WENGER
01-07-2002
21 02-0944
CUMBERLAND
101
APPEAL DATE: 04-29-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REv:is47-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELISABETH C FILE NO. 21 02-0944 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD C ANGINO
ANGINO & ROVNER
4503 N FRONT ST
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ESQ
PA 17110
ESTATE OF
WENGER
REV-1547 EX AFP (06-05)
ELISABETH C
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
DATE 02-28-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
193.500.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
(11)
(12)
(13)
(14)
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
193,500.00
nn
193,500.00
.00
193,500.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
193,500.00 X 00 =
.00 X 045=
.00 X 12 =
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
I'AYMI:NI KCl.C.Lr. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE I
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~__
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STATUS REPORT ill-mER RULE 6.12
Name of Decedent: ELL ~<;'A BE7T-i C _. CUb1\) C~
Date of Death: ::::rA-{V 1.1 A-R- "-{ 7 UJO 2-
J
Estate No.:
200"2... - o09l...f--t../-
.
Pursuant to Rwe 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion ofthe administration of the above-captioned estate:
1. State whether administration oftlle estate is complete:
Yes 0 No ~
2. If the answer is No, srate when the personal representative~asonablybelieves th~ n
the administration will be complete: vu '^-~ ~(O -\..-\1\. '^ e !2.-~,^('" IA-)C \"-e (JR.;,0
7.s ~ le_J.
3 _ If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a fmal account with the Court?
Yes 0 No 0
b. TIle separate Orphans' Court No. (if any) fOT the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
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 this report.
C),I;;;{' . d. u. kr~~
:f t3rJ tJ /' L ~ W E\lJ G.~'YZ
Name
6 7 s;- 0 AI< V ~ LL6 RD.
..:l~ddTess SI+t ppe,J s e.....',e 6- AA
J.
(7/]) 7 --; b ,- S-LfS-7
Telephone No.
72 '7 S-
Date: 'Jj:J.~I)5-
Capacity:
f'JI D"'--s~ilal D e---osotJ"-~;"o
~l.........l Vl ,L..... pJ.v C .H...a.l,...lY-....
o COl.lTIsel fOT peTsona] representati"'~'e
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