HomeMy WebLinkAbout03-22-06
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHAN'S COURT DIVISION
In the Matter of the Estate of
No. '"l.,.. c:: '-..I ---
"-', C-, (;\".
, '., \ J......
RAY W. WINGARD,
deceased
PETITION FOR SETTLEMENT OF SMALL ESTATE PURSUANT TO
SECTION 3102 OF THE PROBATE, ESTATES AND FIDUCIARIES CODE
TO THE HONORABLE, THE JUDGE OF SAID COURT:
The Petition of the Undersigned respectfully represents:
1. The name, address and relationship of your Petitioner to
the above decedent are:
Name: Robert R. Schuster, Esquire
Address: 1204 Maple Street, Bethlehem, PA 18018-2925
Relationship: Pa. DPW Estate Recovery Program (A copy of
the letter from the Conunonwealth of Pennsylvania is attached,
labeled EXHIBIT 1.
2. The above decedent died on December 25, 2005, a resident
of Carlisle, Cumberland County, Pennsylvania. A copy of the death
certificate is attached, labeled EXHIBIT 2.
3. Said decedent died intestate.
4. The names, relationships and interests of all parties
interested in the estate are:
NAME
RELATIONSHIP
INTEREST
SUI JURIS
Maryann Wingard wife
SA Richland Ln Apt 101
Camp Hill, PA 17011
first $30,000.00
Plus 50% of
balance of estate
no
Raeann Wittle daughter
14 North Enola Drive
Enola, PA 17025
1/5 of balance
pt
Maryann Ulrich
101 Pepper Avenue
Enola, PA 17025
daughter
1/5 of balance
Brenda Killian
Wellsville, PA
daughter
1/5 of balance
Ray Wingard, Jr. son
301 North 71st Street
Harrisburg, PA 17111
1/5 of balance
Davis Wingard son
SA Richland Lane
Camp Hill, PA 17011
1/5 of balance
5. The following person is entitled to, and claims, the
family exemption by virtue of being a member of the same household
as the decedent:
No one
6. Said decedent died owning property (exclusive of real
estate and of wages, salary, pension or vacation benefits) of a
gross value not exceeding $25,000.00, which is itemized as follows:
ITEM
AMOUNT
M&T Bank (Account 9838897248
$4008.30
$5257.00
$9265.30
Sullivan Funeral Home (prepaid funeral)
7. An itemized statement of all claims against the estate is
as follows:
a.
Claims heretofore paid by
to the following:
CLAIMANT
NATURE
AMOUNT
Sullivan Funeral Home Funeral Services
51 North Enola Drive
Enola, PA 17025 $5257.00
(Funeral was prepaid)
A copy of funeral bill is attached, labeled EXHIBIT 3.
b.
Claims remaining unpaid:
CLAIMANT NATURE
AMOUNT
Commonwealth of Pennsylvania long term care
$48,782.12
A copy of DPW's Statement of Claim is attached hereto, labeled
EXHIBIT 4.
Robert R. Schuster Petitioner's fee $1000.00 #
Robert R. Schuster filing fee (petition) $ 30.00
George H. Harhigh, D.O. medical $ 62 . 97
West Shore EMS ambulance $ 110.06
Holy Spirit Hospital medical $ 930.90
Robert R. Schuster inheritance tax return $ 15.00
TOTAL $50,931.05
# Fee set pursuant to 31 Pa. Bulletin 258.11(d)
8 . The Petitioner will cause to be paid all Pennsylvania
Inheritance taxes due on all property to be awarded. A copy of the
Inheritance Tax Return is attached hereto, labeled EXHIBIT 5.
9. All parties beneficially interested in the estate other
than the Petitioner have been mailed a written notice of the date
when this Petition will be presented. A copy of the notice mailed
is attached hereto, and labeled Exhibit 6.
WHEREFORE, your Petitioner prays that the above property of
the decedent be distributed under Section 3102 of the P.E.F. Code
as follows:
a. On account of the family exemption: Not applicable
b. In reimbursement of claims against the estate
heretofore paid: Not applicable.
Ii
I
c. For payment of claims against the estate remaining
unpaid:
AMOUNT
NAME
Robert R. Schuster Petitioner's fee $1000.00 #
Robert R. Schuster filing fee (petition) $ 30.00
George H. Harhigh, D.O. medical $ 62.97
West Shore EMS ambulance $ 110.06
Holy Spirit Hospital medical $ 930.90
Robert R. Schuster inheritance tax return $ 15.00
Commonwealth of Pennsylvania $1859.37
d.
In distribution in accordance with the interests in
the estate:
None
il4~
Petitio er
PA Bar 10 Number: 23774
1204 Maple Street
Bethlehem, PA 18018-2925
610-691-0200 Fax: 610-866-8661
VERIFICATION
This 9th day of March, 2006, the foregoing Petitioner hereby
verifies, subject to the penalties of 18 Pa. C.S. 4994 (relating to
unsworn falsification to authorities) that the facts set forth in
the foregoing Petition which are within his knowledge are true, and
as to the facts based on information received, after diligent
inquiry, he believes them to be true.
etitioner
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBUC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DMSION OF1lI1RD PARTY UABIUIY
PO BOX 8486
HARRISBURG, PA 17105
Date: February 13,
2006
ROBERT R SCHUSTER, ESQ.
1204 MAPLE STREET
BETHLEHEM PA 18018
RE: RAY WINGARD
CIS: 320160678
SSN: 201-16-6417
000: 12/25/2005
Dear Mr. Schuster:
The Department of Public Welfare is responsible for the implementation
and operation of Pennsylvania's Medical Assistance Estate Recovery Program.
(62 P.S. 1412.) The Medical Assistance Estate Recovery program is a
Federally-mandated program requiring recovery of medical assistance from the
estates of deceased individuals age 55 and older who received nursing home
care, home and community-based services or related hospital and prescription
drug services on or after August 15, 1994.
In operating the program, we must dispose of estates that remain
unadministered throughout the Commonwealth. The Department's new regulations
authorize referral of these cases for administration to the probate and
estates sections of local county bar associations.
In previous conversation with you, you have agreed to handle the cases
for Cumberland County. We are now forwarding to you the unadministered
estate cases; with all the attached information we have in our file.
A reasonable administrator's commission and attorney's fee may be
charged to the estate as expenses of administration, but may not exceed a
combined fee of $1,000, or 6% of the gross assets of the estate, whichever is
greater. (Other administrative costs associated with filing for
administration will be dealt with on a case-by-case basis.)
Thank you for your willingness to cooperate with the Department in this
matter. You may receive referrals at a later date as they are identified. If
you have any questions, do not hesitate to contact Carol Beery at (717) 772-
6245.
s3-~c~rely, /1
{/Ia~tJ.(j '" -"
Charles .Jones ~V-G
TPL Administrator
Enclosure
EXHIBIT 1
This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~. filed with me as
Local Registrar. The driginal certificate will be forwarded to the State VItal Records Office for pern:anent fIlIng.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
U193468C)
. No. ....
/) .tyj ~~
~~< t:7~
Local Registrar
Fee for this certificate, $6.00
DEe 2 7 2005
Date
Rev. 2187
COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF HEALTH - VITAL RECORDS
NAME OF DECEDENT (First, Middle. Lut)
.TATE..J!IU!NU~
SOCIAL SECURITVNUMBER
3. 20 1 1 6 6 4 1 7
DATE OF DEATH (Month, Day, Year)
12/25/05
1.
AGE (Lut BIr1hday)
4.
Cumberland
::'ty) 0
RACE. Amencan Indian. Black, While, el .
(S~)Whi te
10.
5. 7 3 Vrs.
COUNTY OF DEATH
Ib.
DECEDENT'S USUAL OCCUPATION
'r:r-=:~~~
MARITAL STATUS. t..taI'Md.
N.~~~.
14. Married
17~ 0 Va.. deeedentllved In
SURVIVING SPOUSE
(W wM, ~ maiden name)
r ann McQuaid
lWp
:\1b. CountY Cumb~rland 11d.I~1~=ot
MOTHER'S NAME(Fnl, MlddIe.~ Surname)
1.. Mrtle Dunn
INFORMANTS MAILING ADDRESS. J She.. to Ct. ty. frawn, Stata. Zlp Code)
~~ SA Richlantt Lane A t#101 Carn Hill
~~o:Ie~SPOSITION. N.me ~c.m.tfiY. Crematory LOCA nON - CltylTown. Stat.. Zip Code
JJ.ldiantownGapNat I 1 C d. Lebanon, Pa
NAME ANQ.^OD~ESS OF FACILITY
22c.SUJ.llvan FH, 51 N. Enola Dr, ENola,Pa
LICENSE NUMBER DATE SIGNED
. f l (Month, Day, Year)
23b. 23c. 5-:
WM CASE REF~ED TO A MEDICAL EXAMINER /CORONER?
V.. 0
PART U: Other Ilgnlfic:anl conditions contributing to death, but
not resulting In the underiylng caUH given in PART I
Carlisle
dtylboro.
Pa
IUMEDlATE CAUSE (FInal
dbuse or condIticn
~ It dNlh)---"
..
SequantIaIy III CXlrlCIIIIonI {..b'
it trr'I. INdI'lg to mm.dIa&.
alUM. Enter UNDERl YlHG
CAUSE (DiMaM or injury c.
lNl i1iliNd ~
r8IIJIIWlQ on deaIh ) lAST d.
WAS AN AUTOPSV WERE AUTOPSV FINDINGS
PERFORMED? AVAlLA8lE PRIOR TO
COMPlETION OF CAUSE
OF DEATH?
y..D
=E:::~
~. .0.
El
TIME Of INJURV
INJURV AT WORK? OESCRIBE HOW INJURY OCCURRED.
DATE OF INJURV
lNoftlh. Day. v....)
~.. D.......
~~IIg.lIon 0: Y.. 0 No 0
O 30..30b. t.C. 30c.
..CouId nOt tladatannlnad ~~_~,~=y. Athoma. lamI. .treel, I.<:toty. otnca
28L 2Ib. 28. 30..
CCRnFIER (Check only one) ... . .. .,..... ./..... . .,. ... ...... .. SIGNATURE AN
'~~tGJ~t~Js~lh~J:::g:~~:r=.r,rr~~.~~.~.~~~.I~.~~).................. o 31b: . "-
"PRONOUNCING AND CERTJFYlNG PHYSlCWI(PhwIcIan both prclnOUIlclr,g_th and~.~ caUM~ death). ..ICEN~E U~"EOR
To the beat of "'Y.knclwtedg.!d..lh occurred.t the time, ~ and pla.,JlPd dU'~tJM~u...(a)~d ~.. .tat.d...................... 31c. ~U 31d. 7..' "1i.tl-
"MEDICAL EXAMINI:RJCORONER . . .. ~~~f~2f}.~~F PE~spN ~ COMPlETED CAUSE OF DEATH
On the bula of aumlnatlon and/or Inv..Ug.tJon. In my opinion, de.th occurred at the tlm., deta, and place, and due to the GMl...(a) and m \)a~ of\.. \ vJ ~ rif" bV
manner u stat.d.......... ........................... ............................................................. ......... ......................".......................... 0 .
31.. . 32.
" DATE FILED (Month. Day, y..,.)
1~ /1ol1/1 ,
v.. 0 No
NoD
Sulcida
33. RE~?~rMBER ..
1~)(JJ I {3 (I d2
34.
l""lIRllI,l~~lJ1!.I~~'''1<;~,~~.",,'''f'''~''
Sullivan Funeral: tj';::J!ne
51 N. Enola Driv~
Enola, Pa 17025
732-5400
OF FUNERAL GOODS AND SERVICES SElECI1ID
:'.r those items that you Selected or that are required If we are required by law or by a cemetely or crematory to use any items, we will
; ~ writing below. .
em1.that may require embalming, such as a funern1 viewing, you may have to pay for embalming. You do not have to pay for embalm-
. '. . 'e if you selecredsudusdirectcrematiofl or ~buriai If we charged foc'embalming, we will.~. why belo.)Y.
jm: Id. . . . .' . . Date>.of Deatb./J ~ 3. S4 "'" 0 .
Other clothing
State
1
<Description)
I.(J ornER . $ . .,.-'
---- ~q/~ tQ.- TOTALMFltOfANDlSESEI.EGI'F.D.. .~~.... .B .11.f1-
.....AI $~
C. SPEOAL CHARGES:
~'of remains.to
~ HClI1le)
Receivin8.of remains. from
(FoneralH~
lmIDed.iate Burlal ..............
DiRctCremation c. . . . . . . . . .
~
. . . . .. .. .C $--,-"-
D. asHADVANCED
Opening Gave ......... ,. . . . .. ... $.' .
Cemelery'Equipment. .. . .c.., . . . . . $""'-- .
~nee:~~;.::: ::: ::: :::;~
\;':~.,i .:::::~; 7\~. ,.~~~,_,
.~ t:26fr~g :... ~.::~:,f~~'r'J~
PaU~:.. ... ......... .......... $~
~~pf~\Pt!1 ..~.. _..$ .
c:ertific2te. to. .~,,,.,.~..,. $~
Police Escort ...... """". .......... $~... ....... . . ..' .......
Flowers;lH .'. :.1", ... .. ..- .. .$~v
~..:.....~:.:/....~.~;fR
. . ..... ....... .........~...:<~1jf/)
.1lJJ'AI.0Jl..mvAl'lCES .. .:u... .....:. .' . . 0..0.$ . ......;
Wecll:.u8e'YJ)11 fOfl)Ursemcesin~ ,F
(i/!t!!dh}:IISb~.;II!Pt~~)
cards ..... ....... $_____: "/
.................$~~
:Ii:: ~:: ::..:::;:1~
.... .......:... $-----
. ~OFCBAIlGES.
A..'~ Senices, FadIiies and
~and Automotive . . .,' J~ (fJ
i~:: ;221;.;:~:,.:.J~;"
~OR ..-;'~fi/:::::::::::~~
IIM$oNFOIt .~
If--.,.Iaw, cemetery, Of~ . .';. required the purtbase
dc.anydthe irfms liStedabOYe. rhe]aw or ~.~ ~ below.
to- be ~ and acalII'diDgto the ~ IiIave requested. I acknowIedge ,-
I tme~ fuods :lVlIilallIe far ~ '* tile cash price fQr the goods
mi~liabte wilhanyone.~ who
EXHIBIT 3
.
COMMONWEAl. TH OF PENNSYLVANIA
DEPARTMENT OF PU8UC WElFARE
BUREAU OF ANANClAl. OPERATIONS
TPL SECTION - CASUAlTY UNIT
PO BOX 8486
HARRISBURG PA 17105-8486
January 17,2006
STATEMENT OF CLAIM SUMMARY
NAME
10
Estate of WINGARD, RAY
320 160 678
MEDICAL CLASS 3 ..CLASS 6 TOTAL
INPATIENT .00 .00 .00
OUTPATIENT .00 .00 .00
LONG TERM CARE 19,132.56 23,928.60 43,061.16
DRUG 2,002.87 3,718.09 5,720.96
REfMBURSEMENTTOOPW 21,135.43 27,646.69 48.782.12
COMMONWEALTH. OF PENNSYLVANIA
DepARTMeNT OF PUBUC WELFARE
EIN - 23-6003113
EXHIBIT 4
-I
15056051058
REV-1500 EX (06-05)
PA Oepartment of Revenue .
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0001
ENTER DECEDENT INFORMATION BELOW
Social SeaJrity Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Nwnber
Date of Birth
201-16-6417
12/2512005
05/17/1932
Wingard
(If Applicable) Enter SUrviving Spouse's Infonnatlon Below
Spouse's Last Name Suffix
Wingard
Ray
MI
W
Decedenfs Last Name
Suffix
Decedent's First Name
Spouse's First Name
Maryann
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
. 1. Original Retum
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13--82)
5. Federal Estate Tax Return Required
48. Future Interest Compromise (date of
death after 12-12--82)
7. Decedent Maintained a LMng Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 11. electJon to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. AU CORRESPONDENCE AND CONFIDENTIAL TAX IN'ORMAnON SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
4. Umited Estate
6. Decedent Died Testate
(Attach Copy of Will)
9. Utigation Proceeds Received
8. Total Number of Safe Deposit Boxes
Robert R. Schuster, Esq
Firm Name (If Applicable)
(610) 691-0200
REGISTER OF WILLS USE ONLY
First line of address
1204 Maple Street
Second line of address
City or Post Office
Bethlehem
State
PA
ZIP Code
18018-2925
DAfE FILED
Correspondenfs &-mail address: shoey@netscape.com
Under penaltfes of pefjUtY, I dedare that I haYe examined this return. lnctudlng accompanying schedules and statements, and to the best of my knowledge and belief
It Is true, correct and complete. OecIaration of Pf8peter other than the personel representative II based on aN Information of which prepa,.,. has any knowledge. ·
~' ~ :ru ON RESPONSIBLE FOR FILING ReTURN . ~TE"
-- ----- 3 Jq Lb
ADDRESS I '
1204 Maple Street, Bethlehem, PA 18018-2925
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
15056051058
.....I
EXHIBIT 5
-.J
15056052059
REV.1500 EX
Oecedenfs Name:
RECAPITULATION
Ray
W Wingard
1. Real estate (Schedule A). ............................................ 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or SokrProprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash. Bank Deposits & MIscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. JoinUy Owned Property (Schedule F) Separate BlUing Requested. . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Prob8te Property
(Schedule G) Separate BHHng 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.
11. Total Deductions (total Unes 9 & 10). . . . . . .. . . . . . . . . . . . . . . . .. . . ... . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 12.
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an etection to tax has not been made (Schedule J) . .. . .. . . .. . . .. . .. .. . .. . . 13.
14. Net Value Subject to Tax (Une 12 minus Line 13) ... . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPUCABLE RATES
15. Amount of Une 14 taxable
at the spousal tax rate. or
transfers under Sec. 9116
(a)(1.2) X .0_ 15.
16. Amount of Une 14 taxable
at lineal rate X.O _ 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Une 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
L
15056052059
Side 2
201-16-6417
Decedent's SocIal Security Number
15056052059
9,265.30
9,265.30
6,302.00
49,885.99
56,187.99
-46,922.69
0.00
0.00
....J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
Ray
STREET ADDRESS
16 West
W \Ningard
-~-....._-~---_._._,-",
OECEOENT'S SOCIAl SECURITY NUMBER
~______'________n________~_01-:!~~~_!~
Street
crrv-"-
Carlisle
." - - -----n------.---..--r--.---.--..--...-----..-....---
I STATE PA ZlP17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C ) (2)
0.00
------.- TotaIlnterestIPenatty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the dift'erence. This is 1he OVERPAYMENT.
FBI in oval on Page 2, Une 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
0.00
0.00
A. Enter the interest on the tax due.
B. Enter the totaf of Line 5 + SA. This is the BALANCE DUE.
(SA)
(58)
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN IIXIIIN THE APPROPRIATE BLOCKS
1. Did dec:edent make a transfer and: Yes No
a retain the use or income of the property 1ransferred;.......................................................................................... 0 [i]
b. retain the right 10 designate who shaI use the property transferred or its income; ............................................ 0 Ii]
c. retain a reversionary interest; 01".......................................................................................................................... 0 [i]
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 (iJ
2. If death occurred after December 12, 1982, did deaKfent transfer property within one year of death
without receiving adequate COIlSideration? .................................................. ..................... ... ......... .......... ................. 0 [i]
3. Did decedent own an 'n trust fof or payable upon death bank account or security at his or her death? .............. D ~
4. Did deaKfent own an Individual Retirement Aa:ount. annuity, or other non-probate property which
contains a beneficiary designation? ................. ........ .................. .............................. ........................................... .... 0 [iI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1 t 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. 59116 (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 (O) percent
[72 P.S. 19116 (8) (1.1) OQl. The statute does not exemot 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 paren~ an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. S9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is four and one-half (4.5) percent, except 8S noted in
72 P.S. ~9116(1.2) [72 ~S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs sibHngs is twelve (12) percent [72 P.S. S9116(a){1.3)].Asibllng is defined. under
Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
i
RE\l.1SOIl ex+(6-98) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OeCEDENT
seMIDULI I
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Ray W. Wingard
FILE NUMBER
Include the proceeds of ligation .-ad the date the proceeds were received by the estate.
An propeIty joIntIy-owrted with right of IUl'YIvorahlp MUtt be dIIcIoItd on Schedule F.
ITEM
NUMBER
1. MaT Bank (Account # 9838897248)
2. SUllivan Funeral Home (pre-paid Funeral)
DESCRIPTION
VAlUE AT DATE
OF DEATH
4,008.30
5,257.00
TOTAL (Also enter on line 5, Recapitulation) .
(If more space Is needed, insert additional sheets of the same size)
9,265.30
f
REV-151l EX+ (12-9&>W
COMMONWEALTH OF PENNSYlVANIA
'NHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULI H
fUNERAL EXPENSES &
ADMINIStRATIVE COSTS
ESTATE OF
Ray W. Wingard
FILE NUMBER
Debta of dIcedInt must be reported on ScheduIt I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Sunivan Funeral Home, 51 North EnoIa Drive, EnoIa, PA 17025
5,257.00
B. ADMINISTRATIVE COSTS:
1. Personal Representattve's Commissions
Name of Personal Representative(s)
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
. State
Zip
2.
Attorney Fees
1,000.00
3. FamIty Exemption: (If decedent's address is not the same as cI8lmant's, attach explanation)
CIalm8nt
Street Address
CIty
Retationship of Claimant to Decedent
State
. Zip
4.
Probate Fees
45.00
5. AcaM1tBnt's Fees
8. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, RecapitulatiOn) $
(If more space Is needed, insert additional sheets of the same me)
6,302.00
REV.1512 EX+ (12..()3)
..
SCNEDULI I
DEBTS OF DECEDENT,
MORTGAGE UABlunES, & UENS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIlENT DECEDENT
ESTATE OF
Ray W. Wingard
Report debts inca.ned by the decedent prior to death wbfctt rwnained unpaid as of the date of death, including unrefmbursed medlcllexpenses.
VALUE AT DATE
OF DEATH
FILE NUMBER
ITEM
NUMBER
1.
DESCRIPTION
Commonwealth of Pennsylvania Estate Recovery Program
48,782.12
110.00
62.97
930.90
2.
West Shore EMS
3.
George H. Harhigh, M.D.
Holy Spirit Hospital
4.
TOTAL (Also enter on line 10. Recapitulation) $
(If IIQ8 space is needed. i1sert additional sheets of the same size)
49,885.99
. .J
REV-1513 ex+ (!f.OO}
'*
SCHEDULI J
BENEFICIARIES
COMMONWEAL 1M OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DEceOENT
ESTATE OF
Ray W. Wingard
FILE NUMBER
RElAnONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not LIst Truattl(1) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright IpOUSII disbibutIons, end transfers under
Sec. 9116 (8) (1.2)]
1. Mary Wmgard, SA Richland Lane, Apt 101, Camp HiM, PA 17011 wife 50,000.00
2. Raeann WIttIe, 14 North EnoIa Dr., EnoIa. PA 17025 daughter 20.00
3. Maryann Ulrich, 101 Pepper Ave., enoIa, PA 17025 daughter 20.00
4. Brenda Killian. WeIIsviHe. PA daughter 20.00
5. Ray Wingard, Jr., 301 N. 71st St., Harrisburg, PA 17111 son 20.00
6. David Wingard, 5')1Richland Lane, Apt 101, Camp HI, PA 17011 son 20.00
ENTER OOUAR AMOUNTS FOR DlSTRI8U1lONS SHOWN ABOVE ON UNES 15 THROUGH 18, AS APPROPRIATE. ON REV..1500 COVER SHEET
n NON-TAXABLE DlSTRIBUnONS:
A. SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN aecnoN TO TAX IS NOT BEtNG MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART U - ENTER TOTAL NON-TAXABLE DISTRIBUnONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
(If more space is needed, Insert additional sheets of the same size)
I
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHAN'S COURT DIVISION
In the Matter of the Estate of
}
}
}
}
No.
RAY W. WINGARD,
deceased
NOTICE OF INTENTION TO REQUEST
ENTRY OF ORDER OF COURT
FOR SETTLEMENT OF SMALL ESTATE
TO: Mary Wingard
David wingard
5A Richland Lane
Apt. 1
Camp Hill, PA 17011
Raeann Wittle
14 N. Enola Dr.
Enola, PA 17025
Maryann Ulrich
101 Pepper Ave.
Enola, PA 17025
Brenda Killian
Wellsville, PA
Ray Wingard, Jr.
301 N. 71st Street
Harrisburg, PA 17111
Please be advised that Robert R. Schuster, Esquire, intends
to file with the Court a Petition for the Settlement of a Small
estate in the matter of the Estate of RAY W. WINGARD, on or after
March 20, 2006, requesting that an Order of Court be entered
confirming the Petition, and ordering the distribution of the
assets of the estate in accordance thereto.
If you have any objections, they must be raised with the
Court at that time.
ROBERT R. SCHUSTER
Petitioner
PA Bar ID # 23774
1204 Maple Street
Bethlehem, PA 18018
610-691-0200
Fax (610) 866-8661
mailed: 3/9/2006
EXHIBIT 6