HomeMy WebLinkAbout01-0818
Estate of GERALDINE M. WENGER
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
0l.1- O/-SJi
No.
To:
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 191-18-)088 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or named
in the last will of the above decedent, dated February 2r:;, , 19~
and codicil(s) dated f;j
F__7/-,Ad/;,;J;: ~Jj;;; I) /JCr-. ~ AM....!) 1.-7
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
her last family or principal residence at Messiah Village, 100 1.1t. Allen Drive,
Mechanicsburg, PA 170~~
(list street, number and muncipality)
Decendent, then 77 years of age, died AUg. 24 ~ ," 2001,
at
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent 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
situated as follows: None
39.000.00
$
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Tes tamentary
theron.
(testamentary; administration c. La.; administration d.b.n.c.La.)
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~~ Carlisle, PA 1701)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF CUf.1Bl<"ltLAND J
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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No. ..2/- DI- ~, g'
Estate of
GERALDINE M. WENGER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
&P r. 5- v;v;200l
AND NOW ~_, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated Fe bruary 25 t 1999
described therein be admitted to probate and filed of record as the last will of
Geraldine M. Wenger
and Letters Tes tamentary
are hereby granted to Charles E. \^fenger
'----f}1~ d~UI~n~j{lLDr4
Register of Wills
FEES 0
Probate, Letters, Etc. ......... $ 1[0.0
~:y}];:~ates6) . .. .. .. ... $ Q. 0 0
.........\....(')..... $ (p.OO
0L1r $~
&Or II T~;/~!;-{ - $~
Filed ........ ~+ .f..V. U. . . . . . . . . . . . . . . . . .
J. Robert Stauffer, (#06356)
ATTORNEY (Sup. Ct. 1.0. No.)
Market square Bldg.
Mechanicsburg, FA 17055
ADDRESS
717-766-9673
PHONE
\'\\It1L TD ATT~.
WARNING: IT IS ILLEGAL TO ALTER THIS COpy OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
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DE i'.\II'M, N r .1 I '\1 VI ,l 0 II'
n :: td FilS rH,ll Fi .. E II Ie i( IJ i. F [ I iITi1
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CERT. NO. T 4960337
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August 24, 2001
-.. -- Date at Issue cf This C€'rtific~-
Name of Decedent
Geraldine
K.
..... _____!'!~nger
-,-_..._._._~.--_.._.,- '--"--'-'~-"--"-----
F.r'
Sex _.._,_~~_mal~_,__ Social Security No. _._..!~1':,1.8 - 3088
__...__... Date of Death
August 24, 2001
Date of Birth __.Septembe..I.8.1923
Birthplace_.P.UJs_bJIT.&.,.Xor,lt_fountYL Pennsylvania
Place of Death ._~essial1_Vill~&L.,.__~_f.l1.!1per_lal!ci......_._..
'-'!~111\' r'.j~l:TII ;, :It,. -- ---
Cltv 80rougn c: TU\:F'sillp
Upper Allen Twp.Pennsylvania
Race__.\tLll.1.t..e. ...__.. Occupation Registered NU:t"~~.___
Decedent's
Marital Status __NeveL.M.ar-ried Mailing Address __1:'..Q.!....~x 20.!.~., Messiah Village
~ ;.::x.,o :;rh'" Cii'y' TOWI
Armed Forces? (Yes or No)
No
M:echanicsburg
PA
Stdte
Informant_. .l'tr_~,_G~T~lci L. Wenger .__ Funeral Director_..~cot t_ D . Brenneman, FD
Name and Address of
Funeral Establishment_~.~lin Funeral Home.Inc.. 30N. Chestnut Street, Dillsburg, PA 17019
Interval Between
: Onset and Death
Part I:
Immediate Cause
(a) . ......Q.QD-,ges1;j, ve.__l:!eart Fai1!lre____
n~__~_._,._._~_.__.___.,__.l__.._,
(b)
Ie)
Part II:
(d) ~_~._~_._.. ......_..~___~___.___,._. ._._._...,........__..
Other SI9niflcant Conditions
.---.---~-~~---~-_._------_.._~--------~..,----~_____._~_~_____.........L
Manner of Death
Describe how injury occurred:
Natural
Accident
Suicide
C]:XX Homicide
PencJin'Q Investigation
Could not be Determined
o
Name and Title of Certfier _H'
Michael L. Gluck, MD
Address
108 Lowther Street, Lemoyne, PA 17043
(MD.; D.O., Coroner, ME)
This IS to certify that the information here given is correctly copied from an original certificate
of death duly fi!E?d With me as Local Registrar. The original certificate wi'11 be forwarded to the
State Vital Records Office for permanent filing. , ~ ..P"
"k~ r ~-......
.:.1.',-.-------._ 67608
I,lL: St'rH ,': 'fitiil h",;:,'ds Disf'icl No
~ Ti.t '.1~H~~,kJ,~.".2illll.
___ll3.LQIDliLRoadL Dillsburg, PA 17019
Adlp;s ."1:\, r oWi"lchip
LAST WILL AND TESTAMENT
OF
GERALDINE M. WENGER
I, GERALDINE M. WENGER, ofthe Township of Upper Allen, County of
Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this my Last Will and Testament, hereby
revoking and making void any and all prior Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon after my
decease as the same can be conveniently done.
2.
I give and bequeath five (5%) per cent. of my net distributable estate to THE
LIVING ENDOWMENT FUND of Messiah Village, 100 Mt. Allen Drive,
Mechanicsburg, Pennsylvania 17055.
3.
I give and bequeath five (5%) per cent. of my net distributable estate to THE
BRETHREN IN CHRIST WORLD MISSIONS, Grantham, Pennsylvania 17027.
- 1 -
4.
I give, devise and bequeath all the rest, residue and remainder of my estate, real,
personal and mixed, whatsoever and wheresoever the same may be situate to my brother,
GERALD L. WENGER, absolutely and unconditionally.
LASTLY, I nominate, constitute and appoint my nephews, CHARLES E.
WENGER and JEFFREY A. WENGER, to be Co-Executors of this my Last Will and
Testament, and I direct that no bond or other security be required of my personal
representatives to guarantee satisfactory performance of their duties, in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 25 H
day of February, A. D. 1999.
Jr-VlJ~ .J/{,,-~)
Geraldine M. Wenger '
Signed, sealed, published and declared by the above named, GERALDINE M.
WENGER, as and for her Last Will and Testament, in the presence of us, who have
subscribed our names hereto as witnesses, at the request of said testatrix, in her presence
and in the presence of each other.
-- c2. '
- 2 -
I
COMMONWEAL TH OF PENNSYL VANIA)
: SS.
COUNTY OF CUMBERLAND)
I, GERALDINE M. WENGER, the testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will and Testament;
that I signed it willingly; and that I signed it as my free and voluntary act and deed, for the
purposes therein contained.
Sworn and affirmed to and acknowledged before me by GERALDINE M.
WENGER, the testatrix, this 2J7day of February, 1999.
~/J.Qt.~ lr;. .-1F~~~
GERALDINE M. WE GER
Sworn a~bscribed to before me
this .2-~ day of February, 1999.
-
r11~ '[~.
Notary ubhc
Notarial Seal
Marilyn E. Williams. Notary Public
. Mechamcsburg Boro. Cumberland County
My Commission Expires Nov. 6. 2001
Member, Pennsylvania Association of Notaries
COMMONWEAL TH OF PENNSYL VANIA)
: SS.
COUNTY OF CUMBERLAND)
We, the undersigned, J. ROBERT STAUFFER and SUSAN A. McCOY, the
witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, depose and say that we were present and saw the testatrix,
GERALDINE M. WENGER, sign and execute the instrument as her Last Will and
Testament; that the said testatrix, GERALDINE M. WENGER, executed it as her free
and voluntary act for the purposes therein expressed; that each of us, in the hearing and
sight of the testatrix, signed the Will as witnesses; and that to the best of our knowledge,
the testatrix was, at the time, eighteen (18) or more years of age, of sound mind, and
under no constraint, duress or undue influenc .
- 3 -
E
-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: GERALDINE M. WENGER
Date of Death: A ug. 24, 2001
Will No.
2001-00818
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on September 11, 2001:
Name
Address
Gerald L. Wenger, 926 Williams Grove Road, MenhA.n;n~hll,..g, pA ]7055
The Living Endowment Fund, Messiah Village, 100 Mt. Allen Drive.
Mechanicsburg. PA 170SS
The Brethren in Christ World Missions, Grantham, FA 17027
Notice has now been given to all persons entitled therelo under Rule 5.6(a) except
None
~~~~~
. 19nature
Date: September 12, 2001
Name J. Robert Stauffer
Address Market Square Bldg.
Mechanicsburg, PA 17055
Telephone VI 7> 766 -9673
Capacity: _ Personal Representative
~Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
STAUFFER J ROBERT
MARKET SQUARE BUILDING
MECHANICSBURG, PA 17055
_n_n__ fold
ESTATE INFORMATION: SSN: 191-18-3088
FILE NUMBER: 21-2001- 0818
DECEDENT NAME: WENGER GERALDINE M
DATE OF PAYMENT: 11/13/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 08/24/2001
NO. CD 000518
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $7,322.34
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$7,322.34
REMARKS: CHARLES WENGER
C/O J ROBERT STAUFFER ESQUIRE
CHECK# 98
SEAL
INITIALS: PB
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
FEGISTEF OF WILLIS
\ /?-~-/3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDUAL TAXES
INHERT.ANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-15~7 EX AFP 112-001
RacorC!8C
Regist::, c'
,.';: C'ATE
ESTATE OF
DATE OF DEATH
12-31-2001
WENGER
08-24-2001
GERALDINE M
'02 JAN 11 P F~E NUMBER 21 01-0818
3:2 NTY CUMBERLAND
J ROBERT STAUFFER ACN 101
MARKET SQUARE BLDG c,,' I Allount Rellitted I
MECHANICSBURG PA 17055~--;in. - "~,A, ,
r" ;
t;. ,~" t--~H\
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 ~
REY=is'4-j-EX-AFi'--fi'2-:o0Y-NOTicE--OF-YNHEiiiTANCE-TAX-APPRAisEHENT~--AL1-oWANCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WENGER GERALDINE M FILE NO. 21 01-0818 ACN 101 DATE 12-31-2001
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 79.102.48 tax paYllent.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 79,102.48
APPROVED DEDUCTIONS AND EXEMPTIONS: 6,693.15
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) UO) 4.609.88
11. Total Deductions (11) 11 .303 03
12. Net Value of Tax Return (2) 67,799.45
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) (3) 6,779.94
14. Net Value of Estate Subject to Tax (14) 61,019.51
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. Allount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Allount of Line 14 at Sibling rate (17) 61,019.51 X 12 = 7,322.34
18. Allount of Line 14 taxable at Collateral/Class B rate (8) .00 X 15 = .00
19. Principal Tax Due (19)= 7,322.34
TAX CREDITS:
PAYMENT REI;EXPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-13-2001 CDOO0518 366.12 7,322.34
TOTAL TAX CREDIT 7,688.46
BALANCE OF TAX DUE 366.12CR
INTEREST AND PEN. .00
TOTAL DUE 366.12CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
..
INHERITANCE TAX
EXPLANATION
OF CHANGES
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
2101-0818
101
Geraldine M. Wenger
Sheila Megonnell
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
Page 1
IN THE COURT OF cm/lMON PL1~AS OF CUMBERLAND COUNTY, PENNSYLVANIA.
NO. 2001-00.818 qR PHANS t. couwr DIvnnON..!___
FTRwr AND FINAL ACCOUNT OF CHAnr.r:s E. VJENOEn, EXE:CUTOR aI" 'fHE LAST
HILL AND 'fJ:;;s'rM1ENT OF GEHALDUm H. '-lENGER, LATE OF rrHE 'rmnTSHIP
()I~ UPPER l\JJLEN, COUWpy OF CUTlBEHLAHD AND STATE OF PElmSYLVAllIA,
DECEASED.
Date or Death: August 24, 2001.
Dates or Advertisement of Letters Testamentary:
In the Cumberland Law Journal: September 14, 21 and 28, 2001.
I n The Sentinel: September 7, U~, and 21, 2001
PRINCI PAL ACCOUNT
Debits
Accountant charges himself with the following assets
and receipts of decedent's estate, to wit:
2001
8/2L~
8/24
8/21.1
9/6
9/6
9/10
9/llt
9/24
10/01+
10/10
10/10
10/10
10/23
10/23
2002
Cash on hand. $
PNC BANK, N.A., Account No. 50-7008-6594.
Henry and Jane Wenger, due on personal loan.
IDS Life Insurance Co., relmbursement for cal>e
of 7/13/01 thru 8/12/01.
IDS Life Insurance Co., reimbursement for care
of 8/13/01 thru 8/21+/01.
Old Guard Hutual Insurance Co., premium rerund.
u. S. Treasury Check, Tax relief.
Brethren in Christ Foundation, Account No. 3308.
Benefit Consultants, Inc., premium refund.
IDS Life Insurance Co., Policy No. 9310-4078037.
IDS Life Insurance Co., Policy No. 9300-6028880.
IDS Life Insurance Co., Policy No. 9300-3112818.
IDS Life Insurance Co., Medical expense reim-
bursement.
AAHP Health Care, premium reimbursement.
1/9 Crumay Parnes Associates, Inc., refund.
GROSS PRINCIPAL ASSETS AND RECEIPTS....................$
-1-
211.04
6,882.02
6,600.00
2,232.00
900.00
2.93
300.00
12,430.00
10.10
9,314.82
22,974.21
13,696.14
2, n~6. 89
26.50
14.90
78,341.55
PRINCI PAL ACCOUWr
Credits
Accountant asks Credit for the following items paid
out in the Settlement and administration of
decedent's estate, to wit:
2001
9/5
9/S
9/5
9/6
9/12
10/2
10/3
10/3
10/3
10/3
10/3
10/3
11/13
11/13
'l'OTAIJ
Register of Wills, Letters Testamentary. $
AARP, Health Care premium.
PNC Bank, N. A., Priority 50 Plus charge.
Hospital Accident premium.
Cumberland Law ;Jou.rnal, Estate Notice.
fJ~he Sentinel, Estate Notice.
Hospital Accident premium.
Verizon, final telephone bill.
Health South, medical services.
Messiah Village, final bill, room, board and
care.
Holy Spirit Hospital, hospital charge.
Pharmerica, medications.
Register of Wills, filing Inventory and Pennsyl-
vania Inheritance Tax Return.
RegIster of \Hlls, Agent , Pennsylvania Inheritance
'rax.
Charles Ii:. Henger, Executor" s commission.
J. Robert Stauffer, Esq., Attorney's Fee.
Cash, reserved to filing final Tax Returns and
contingencies.
Register of Wills, filing Account.
PRINCIPAL EXPENDI'rUm~S............................*
-2-
90.00
26.50
2.00
5.05,
75.00
71.15
5.05
6.32
149.06
4,325.00
15.90
77.00
25.00
7 , 322 . 3)~
3,950.00
2,370.00
400.00
110.00
19,02.5.37
nworm ACCOUNT
Debits
Accountant charges himself with the following items
of Income rec~ived, to wit:
2001
--
8/31
9/11
9/28
10/14-
10/31
11/30
12/31
GROSS
IDS Life Insurance Co., annuity payment. $
PNC Bank, N.A., Interest on Checking Acoount.
IDS Life Insurance Co., annuity paym.ent.
PNC Bank, N.A., Interest on Checking Account.
Allfiret Bank, Interest on Estate Cheoking
Account.
Allfirst Bank, Interest on l:':state Checking
Account.
Allfiret Bank, Interest on Estate Checking
Account.
INCOf1E. . . . . . . . . . . . . . . . . . . .. " . . . . . . . . . . . . . " . . . . . . . . $
INCOHE ACCOUNT
CreditE!
Accountant asks Credit for the following items
charged against Income, to ,011 t:
2001
-
10/31 Allfirst Bank, withholding.
2002
$
None
TOTAL INCOHE DISBURSEIvtENTS AND CHARGES..................$
-3-
1,174.03
3.57
1,174.03
2.80
43.04
59.31
51.68
2.508.46
13.13
0.00
1~.13
SUMMARY
Principal Account
Debits
$ 78,341.55
.19,025.31
Credits
Income Account
Debits
$
2,508.46
13.13
Credits
BALANCE IN HANDS OF ACCOUNTANT FOR DISTRIBUTION.........$
SCHEDULE OF PROPOSED DISTRIBUTION
$
59,316.18
2,~.95 .33
61,811.51
Suggestion is made, that the balance in hands of Accountant
for Distribution, to wit, the sum of $61,811.51 be made in Cash
to the legatees named in items 2., 3., and !~., of decedent's Will
and therefore Distribution is proposed as follows:
In Cash to 'l'HE LIVING ENDOHNENT FUND,
Five (5%) per cent. of the principal before
a deduction for Inheritance Tax; and $
Five (5%) per cent. of the Income.
In Cash to THE BRETHHEN IN CHRIST tJORLD MI SSIONS,
Five (51)) per cent. of the principal before
a deduction for Inheritance Tax; and
Five (5%) per cent. of the Income.
In Cash to decedent's brother, GERALD L. WENGER,
the entire residuary estate then remaining.
-4.-
3,331.93
124.76
$
3,331.93
124.76
54,898.13
61,811.51
. .
COHHONVJEAL'fH OF PENNSYLVANIA)
)SS:
COUNTY OF mH1BE'RLAND )
Personally appeared before me, the undersigned officer, a
Notary Public, in and for said Commom-real th and County, CHARLES
E. HENGI.m, Executor of the Last Hill and rrestament of GERALDINE
11. VlE:NGER, late of the rrovmship of Upper Allen, County of Cumberland
and State of Pennsylvania, deceased, who being duly sworn according
to law, deposes and states, that he is the Accountant in the annexed
l\ccount and that said Account is true and correct to the best of his
knowledge, information and belief, and trmt there are no unpaid
creditors to be notified of this Account and the day of proposed
decree of confirmation has been given to all parties Vlho have an
interest in the estate as beneficiaries and deponent further avers
that the foregoing Schedule of Proposed Distribution of the net
assets of the estate of GEHALDINE 11. \'rENGER, deceased, is true and
correct pnd is made in accordance with the provisions of said
decedent's Last Will and Testament and the laws of the Commonwealth
of Pennsylvania, applicable thereto.
~c~
Sworn ~nd~~bseribed before me
this j(f day of January, 2002.
,1'\ cW1", <7 Jj1/0
Notary Public
NotarIal SeIlI
M8rlIyn E. WIIIIama. Notary P\tJIo
MechaniClburg Boro. Cumbel1and County
My Commls8lon expires Nov. 6. 2005
Member, PennsyMJnla Association of Notaries
-5-
/7-'-1-1.3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
G*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
REY-UI1 EX AFP 112-DDl
'02
<Jf DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
All :zqOUNTY
ACN
02-04-2002
WENGER
08-24-2001
21 01-0818
CUMBERLAND
101
GERALDINE M
Recel
Re:
J ROBERT STAUFFER
MARKET SQUARE BLDG
MECHANICSBURG PA 17056;IE'fi
ClllTllx
MAR -1
Allount Reid tted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=i61fj-i'X--AFP--n'2=OoY------...-iNirERITANc'E-YAX-STAfE~iE-NY-(fF-ACCouiff--...------------------ ---
ESTATE OF WENGER
GERALDINE M FILE NO. 21 01-0818
ACN 101
DATE 02-04-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-31-2001
PR I NC I PAL TAX DUE: ...........................................................................................................................................................................................................................
7,322.34
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-13-2001 CDOO0518 366.12 7,322.34
01-15-2002 REFUND .00 366.12-
TOTAL TAX CREDIT 7,322.34
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I
J
55:
CHARLES E. WENGER
being duly __~worr:L_________ according to law, deposes and says that he is the Executor
~______ _ ______ ________ of the Estate of Gera.ldine 1-'1. lrlenger
late of --- Upper ^ llen 'rownship Cumberland County, Pa., deceased and that the
within is an inventory made by _ __ CIt.l\BIJ~S EL \~RNQ:I~R_ __~___, the said Exe cu tor
of the entire estate of said decedent, consisting of all the personal propt!rty and real estate, except real edate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Ilj/~/o/
-r /
. 2001
----.-
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Ell8eutor . X~JfIt/lll
Sworn
and subscribed before me,
_MILJ"oxanna Drive, Carlisle, PA 17013
Address
Date of Death ___~_
Day
_-.!ugus ~____.
Month
2001
Vear
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
GERALDINE H. WENGER
deceased
BRP.TlffiEN IN CHRIST FOUNDA'fION, Grantham, PA 1'7027.
Interest accrued to 8/24/01.=
IDS Life Insurance Company, Annuities as follows:
Account No. 9300-3112818 2 004.
Account No. 9300-6028880 8 004.
Account No. 9310-4078037 7 004.
PNC Bank, N. A., Priority 50 Plus, Account No. 50-7008-6594.
Henry and Jane loJenger, amount due decedent on personal
unsecured loan.
IDS Life Insurance Company, reimbursement for care for period
of 7/13/01 thru 8/12/01.
IDS Life Insurance Company, reimbursement for care for period
of 8/13/01 thru 8/24/01.
Old Guard Mutual Insurance Conversion Litigation, premium
refund.
IDS Life Insurance Company, medical expense reimbursement.
U. S. Treasury Check No. 2304 27635516, Tax Relief.
Benefit Consultants, Inc., premium refund.
12,3~( ~6
13,62l 83
23,82' 34
9,58; 62
6,88e 02
6,60( 00
2,23; 00
90( 00
2 93
2, 71~6 89
300 00
10 10
To ta 1. . . . . . . . . . . . . . . . . . · . $ 79" .102 YJi
Cv'
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
(l.R'RA T.nINR ~. 1.IIRN(l.w.R
Date of Death:
Au~. 24. 2001
Will No.
200l-ooAl A
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 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 x 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
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may ~~'ttached to this report.
Date: Dec. 12, 2002 }/tld:fk Jtif /
VI J. Robert Stauffer
Name (Please type or print)
Market Square Bldg.
Mechanicsburg. FA 17055
Address
(717) 766-9673
Te l. No.
Capacity:
Personal Representative
x
Counsel for personal
representative
(MAH:rmf/AM3)
REV.'500 EX (600)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
/ '7 -- tf- J 3
REV-1500
ornCIAL USE ONLY
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
-Z -1-- ~.L .iL CL8_1~_
COUNTY CODE
YEAR
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
WENGm1 -,---Geraldine
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
.l\ug. 21" 2001 Sa pt. 8, 1923
~------ -~~--~------_._-_._-_..
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
SOCIAL SECURITY NUMBER
191 - 18
NUMBER
3088
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~ 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Mach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12.82)
D 7. Decedent Maintained a Living Trust (Mach copy of Trust)
D 10. Spousal Poverty Credit (date of death between 12.31.91 and 1.1.95)
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
-.0. 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
e COMPLETED. ALL COR~ESP
be t
COMPLETE MAILING ADDRESS
llarket Square Bldg.
Hachanicsburg, PA 1'705.5
J. Robert Stauffer
FIRM NA~ g;np!3abte)
TELEPHONE NUMBER
717-766-9673
'-OFFICIAL USE ONL.Y
1. Real Estate (Schedule A)
2, Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
0.00
0.00
0.00
0.00
79,102.t,8
3, Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separale Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly
(Schedule G or L)
(6)
0.00
(7)
0.00
8, Total Gross Assets (total Lines 1-7)
g, Funeral Expenses & Administrative Costs (Schedule H)
10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(8)
6,69).1.5
h.609.88
(11)
(12)
(13)
(9)
(10)
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)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15, Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
0.00
x.O _ (15)
16. Amount of Line 14 taxable at lineal rate
o . 00 x.O _ (16)
61,019.51 x12 (17)
0.00 x .15 (18)
17, Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
(19)
200
CHECK HERE IF yOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
J,' \~::<::}~',d': ,\ ~~,l,':~!i "ir;:1~l;;1~_b~~',:'--;t~j~~-_::~?':~'f :~~j-,:"
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79,102.48
11,303.0)
67,779.94
6,779.94
61,019.51
0.00
0.00
7,)22.34
0.00
'7 , 322. 34
REV.l50B EX '(1.97)
ESTATE OF
"
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
GERl\LDINI': H.\rJENGTm
FILE NUMBER 21- 01- 0818
2001-00818
Include the proceeds of litigation and the dale the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
I,. .
5.
6.
7.
8.
9.
10.
DESCRIPTION
Brethren in Christ Foundation.
Interest accrued to B/2~/01.
IDS Life Insurance Company, annuities as follows:
Account No. 9300-3112818 2 004.
Account No. 9300-6028880 B 004.
^ccount No. 9310-407B037 7 004.
DNC Bank, N. A., Driority 50 Plus, Account No. 50-
7008-6 S9l, .
Henry and ,Tane "'engor, 9.1tlOunt due decedent on
personal unsecured loan.
IDS Life Insurnnce Company, reimbursement for care
for period of 7/13/01 tihru 13/12/01.
IDS Life InsurAnce Oompany, reimbursement for care
for period of 8/13/01 thru 8/24/01.
Old Guard Mutual Insurance Conversion Litigation,
premium refund.
IDS Life Insurance Company, medical expense
reimbursemen t.
u. S. Treasury Check No. 2304 27635516, Tax Relief.
Benefit Consultants, Inc., premium refund.
VALUE AT DATE
OF DEATH
t 12,313.65
. ,
78.10
13,626.8)
23 , 827 . 3~.
9.582.62
6,882.02
6,600.00
2,232.00
900.00
2.93
2,7!!-6.89
300.00
10.10
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
79,102.48
REV-1511 EX+ (12-99) .
,f"~~:-:.,
.\1.\fl'1J
>(~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
GERALDINE {.'1. IrJENGER
Debts of decedent must be reported on Schedule I.
FILE NUMBER 21-01-0818
2001-00818
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Prepaid.
*
0.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Charles E. Wenger
Social Security Number(s)/EIN Number of Personal Represenlative(s)
Street Address hll Foxanna Drive
City _,,__ _,__.Gllrli_~l13
__._ State __PiL. Zip 17013
Year(s) Commission Paid:
2002
3,950.00
2.
Attorney Fees
J. Robert Stauffer, Attorney's Fee.
2,370.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant N / A
Street Address
City
____. State _ Zip
Relationship of Claimant to Decedent
4.
Probate Fees Register of \Vil1s of Cumberland County,
Pennsylvania.
90.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
8.
9.
10.
Cumberland Law Journal, Estate Notice.
PNC Bank, N. A., Priority 50 Plus payment.
The Sentinel, Estate Notice.
Regis ter of' \V111s, filing Inventory and Inhori tanee
Tax Heturn.
Register of Wills, filing Account.
75.00
2.00
71.15
25.00
110.00
11.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
6,693.15
~ .
REV.\5\2EX-(\97} ~
*k
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-01-0818
2001-00818
Gr~R A T,n Ii:JT.; 1:'1. \{Rl-IGT':R
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
2.
3.
4.
5.
6.
7.
8.
^^HP, Health Care premium.
Hospital Accident Insurance, premium, 9/6/01.
Hospital Accident Insurance, premium, 10/3/01.
Verizon, final telephone bill.
Health South, medical services.
MessieD Village, final bill.
Holy Spirit Hospital, hospital charge.
Pharmerica, account due.
~l>
26.50
5.05
5.05
6.32
1L~ 9. 06
4.325.00
15.90
77.00
101 AL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
!~,609.88
..
REV-1S'3 EX ,(1-97)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
cmH_ALIHI'm H. HENGEH
FILE NUMBER 21-01-0818
2001-00818
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I . TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. GE~H^-rJD L. \rJENGIm
926 Williams Grove Road
Hechanicsburg, PA 17055
Brother Entire residuar
Estate.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECT/ON TO TAX IS NOT BEING MADE
1. ~rm~ LIVING ENDm111EN'r FUND 5% of Estate.
Messiah Village, 100 Mt. Allen Drive $3,389.97
Hechanicsburg, PA 1'7055
2. rr'HE BRETHHEN IN CnHIS'l' WORLD HISSIONS 57~ of Estate.
Grantham, PA 17027 $3,389.97
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-T~XABL~ DISTRIB~TIO~_~_~~~INE 13 OF REV 1500 COVER SHEET__L!_~' 779 ~94 ________
(If more space is needed, insert additional sheets of the same size)