HomeMy WebLinkAbout04-09-08
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes 'illIl
PO BOX 280601
Harrisburg, PA 17128-0601 ~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Number
21 07
0025
Date of Birth
716-16-8475
12/16/2006
01/02/1916
Decedent's Last Name
Suffix
Decedent's First Name
MI
Chilton
Robert
W
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Chilton
Virginia
C
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
.. 1. Original Return
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4. Limited Estate
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
.
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
.
o
8. Total Number of Safe Deposit Boxes
James D. Flower Jr. Esq
Firm Name (If Applicable)
Saidis Flower & Lindsay
(717) 243-62:n
REGISTER OF WILLS USE ONLY
Carlisle
PA
17013
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First line of address
26 West High Street
City or Post Office
State
ZIP Code
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Second line of address
Correspondent's e-mail address:
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Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the oest of my knowledge and oelief,
it is true, correct and complete. Declaration of preparer other than the personal representative is oased on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESP:l:LOILl~
ADDRESS
6 Vicksburg Court, Mecha . sburg, PA 17050
SI~TU E OF PREPARE~ ~R ,T~AN RE ESENTATIV
I DDRa
\ 26 iest High Street, Carlisle, PA 17013
. PLE 51: USE ORIGINAL FORM ONLY
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DATE
L/ -;;-0 y
Side 1
L
15056051058
15056051058
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15056052059
REV-1500 EX
Decedent's Name:
Robert
W Chilton
RECAPITULATION
1. Real estate (Schedule A).
. . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .' 5.
6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . .
...... ........ 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . .. ..... 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
387,102.48
15.
0.00
16.
0.00
0.00
19. TAX DUE. . . . . . . . . . .
. . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059
Side 2
L
716-16-8475
Decedent's Social Security Number
17.
18.
0.00
0.00
0.00
0.00
195,603.34
191,895.79
0.00
387,499.13
24,396.65
0.00
24,396.65
363,102.48
0.00
363,102.48
0.00
0.00
0.00
0.00
0.00
15056052059
--.J
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Robert W Chilton
STREET ADDRESS
345 Mooreland Avenue
File Number
21
07 0025
DECEDENT'S SOCIAL SECURITY NUMBER
716-16-8475
CITY
Carlisle
STATE
PA
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2 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
Total Interest/Penalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
0.00
0.00
0.00
0.00
0.00
5. If linE' 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... D [i]
b. retain the right to designate who shall use the property transferred or its income; ............................................ D [i]
c. retain a reversionary interest; or.......................................................................................................................... D [iJ
d. receive the promise for life of either payments, benefits or care? ...................................................................... D [i]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....... ................................................................ ........... ............................ D [i]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [i]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ D [i]
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, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 PS. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 PS. ~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
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Robert W. Chilton
FILE NUMBER
21-07 -0025
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1 . Checking Account No. 108112656, Orrstown Bank, "Byers Lumber Company". See attached letter
1,593.14
623.85
2. Checking account No. 9842594443, M & T Bank (Litchfield Property). See attached letter
3. Checking Account No. 8892605356, M & T Bank. See attached letter
2,227.18
4. Smith Barney Brokerage Account. See attached letter
191,159.17
TOTAL (Also enter on line 5, Recapitulation) $
195,603.34
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Robert W. Chilton
FILE NUMBER
21-07 -0025
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Virginia C. Chilton
345 Mooreland Avenue, Carlisle, PA 17013
spouse
B
C.
JOINTLY-OWNED PROPERTY:
3.
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
oR TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
A. OS/26/99 Checking Account No. 513039743, Commerce Bank 2,629,09 50% 1,314.54
A 09/01/67 Checking Account No, 447145, M & T Bank 5,132.50 50% 2,566.25
A 10/21/04 All that certain tract of land with improvement, situate in the Borough of
Carlisle, Cumberland County, PA, known and numbered as 345
Mooreland Avenue, Carlisle, PA. Assessed Value. See attached
sheet from Tax Assessment Database 376,030.00 50% 188,015.00
TOTAL (Also enter on line 6, Recapitulation) $ 191,895.79
ITEM
NUMBE
1.
2.
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Robert W. Chilton
FILE NUMBER
21-07 -0025
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Ewing Brothers Funeral Home, Funeral
13,958.85
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
Attorney Fees
4,321.00
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
3,500.00
Claimant Virtinia C. Chilton
Street Address 345 Mooreland Avenue
City Carlisle
State PA
Zip 17013
Relationship of Claimant to Decedent surviving spouse
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
8.
Ron Horn, Property maintenance fees
Cumberland Law Journal, advertising estate notice
Sentinel, advertising estate notice
Prothonotary, File Quiet Title Complaint
Sheriff, Service of Quiet Title Complaint
Register of Wills, Exemplified Copy of Letter of Administration
1,645.00
75.00
151.55
78.50
80.10
40.00
7.
9.
10.
11.
12.
TOTAL (Also enter on line 9, Recapitulation) $
23,850.00
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)_
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Robert W. Chilton
CONTINUED - PAGE 2
FILE NUMBER
21-07 -002
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER
A. FUNERAL EXPENSES:
1.
DESCRIPTION
AMOUNT
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State
Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
14.
Sentinel, Advertising Quiet Title Notice
Cumberland Law Journal, Advertising Quiet Title Notice
Register of Wills, File Inheritance Tax Return
23,850.00
146.65
385.00
15.00
7.
TOTAL CARRIED FORWARD FROM PAGE 1:
13.
15
TOTAL (Also enter on line 9, Recapitulation) $
24,396.65
(If more space is needed, insert additional sheets of the same size)
REV-1:13 EX+ (9-00) '*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Robert W. Chilton
NUM
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
BER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
II TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (12)]
I. Virginia C. Chilton, 345 Mooreland Avenue, Carlisle, PA 17013 spouse
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
None 0.00
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None 0.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
FILE NUMBER
21-07-0025
(If more space is needed, insert additional sheets of the same size)
THE LAST WILL AND TESTAMENT
OF
ROBERT W. CHIL TON
I, ROBERT W. CHILTON, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament.
F!RST:
I h h I. II il\l"11 .,....,.."1. ,.
I , ere.....'Y expre::;siY reVm(8 au VViilS ana GOOlCllS aT any lime
heretofore made by me.
SECOND: I hereby direct my Executrix or Executor, or their successor,
hereinafter named, to pay all of my just debts, funeral and administrative expenses out of
my estate, as soon as practicable after my death.
THIRD:
direct that all of my estate, inheritance, transfer, or
succession taxes or other death duties which may be assessed or imposed, and
wherever situate, whether or not passing under this my Last Will and Testament,
including all transfers, rights, or interest includable in my estate for the purposes of such
taxes and duties paid out of my general estate as an expense of administration, and
without apportionment and shall not be prorated or charged against any of the gifts in this
Will or against any property not passing under this Will. In the absolute discretion of my
Executor, hereinafter named, he may pay such taxes immediately or may postpone the
payment of the taxes on future or remainder interest until the time of possession accrues
to the beneficiary or beneficiaries named herein. My Executor may, in her discretion
arrange for the extension of time for the payment of said estate and inheritance taxes,
and any interest and/or penalty incurred on such taxes, whether or not resulting from
such extensions or postponements, shall be borne by my Estate as an expense of
administration.
FOURTH: If my wife, VIRGINIA C. CHILTON, fails to survive me by thirty
days, I give as a token of my love and affection, both from myself and from my wife,
VI:RGINIA C. CHILTON, the bequeaths set forth in this paragraph. I give to each of my
children, ANN C. FROEHLICH, JOHN F. CHILTON, III, JAMES A . CHILTON, ROBERT
W. CHILTON, JR. AND MARY CHILTON FOOTE, the sum of Ten Thousand
($10,000.00) Dollars each. I also give to each of my grandchildren, AMY FROEHLICH
LEONARD, KRISTIN FROEHLICH KANE, JOHN FRY CHILTON, IV, ELIZABETH
CIHIL TON WELCHANS, JAMES A. CHILTON, JR., ROBERT W. CHILTON, III, SARAH
MENTZER CHILTON, SHAUN R. FOOTE, LARRY E. FOOTE, JR., the sum of Ten
Thousand ($10,000.00) Dollars each. I give to each of my great grandchildren, HAILEY
ELIZABETH WELCHANS, MATTHEW THOMAS LEONARD, RYAN DAVID LEONARD
and HANNAH LYNN WELCHANS, and any other great-grandchildren who may be born
hE~reafter, the sum of Ten Thousand ($10,000.00) Dollars each.
FIFTH: In my lifetime and in my wife's lifetime, we have dealt with our
investments under the name of "Pomfret Investment Services", located on West
Pomfret Street, Carlisle, Pennsylvania. In this business I had been assisted by ROBIE M.
WILHIDE. After my death and for a period of up to six months in order to liquidate that
phase of my interests and investments, I expressly authorize my Executrix to employ the
services of ROBIE M. WILHIDE, or anyone who may have become her successor, for the
2
purpose of winding up that business or part of my investments and to pay her salary and
expenses from my estate.
SIXTH:
During my lifetime, I have made a Declaration of Trust dated
the 11 th day of September, 1996. I give, devise and bequeath all the rest, residue and
remainder of my estate to the Successor Trustee therein named to be administered in
accordance with the terms of that Trust.
SEVENTH: I hereby nominate, constitute and appoint my wife, VIRGINIA
C. CHILTON, to be the Executrix of this, my Last Will and Testament, and appoint MARY
CHILTON FOOTE and JAMES A. CHILTON, SR. to assist her in that capacity. In the
event that VIRGINIA C. CHILTON renounces her right to so act, predeceases me, or for
any other reason is unable to serve, I then nominate MARY CHILTON FOOTE and
JAMES A. CHILTON, SR., to jointly be successor Co-Executors. They may have the
option to utilize the services of any corporate fiduciary or any professional advisor to aid
them in these duties if, in their sole discretion, they believe this to be advantageous to the
estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this :z l.!) -tit.-e
day of 1\.1 D V e Vv; (.7 {' lr , 2002.
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I
Robert W. Chilton
SIGNED, SEALED, PUBLISHED
\~nd DECLARED in ~
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~~~
3
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
I, ROBERT W. CHILTON, Testator, 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 a Codicil to my Last \Nill; that I
signed it willingly; and that I signed it as my free and voluntary act for the purposes
therein expressed.
Sworn or affirmed to and acknowledged before me, by ROBERT W. CHILTON,
the Testator, this
c;z () +4
day of
~ I V V -e f/t,{ kit".(/
, 2002, at
Carlisle, Pennsylvania.
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Robert W. Chilton, Testator
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NOTARIAL SEAL C
AANDI L LENKER, NOT:~~UNT'f
CARLISLE BOR~~~~:~EFEBRUAR,{ 20. 2005
M"f COMMISSION "'^
4
~
ORRSTOWN
BANK
FEB I 8 2007
A Tradition of Excellence
February 26, 2007
77 East King Street
P.O. Box 250
Shippensburg, PA 17257
TO James D Flower, Jr.
Said is, Flower & Lindsay
26 West High Street
Carlisle, PA 17013
FROM: Andrew G OU
Customer Service Officer
22 S Hanover St
Carlisle, PA 1703
RE: ESTATE OF ROBERT W. CHILTON
DATE OF DEATH DECEMBER 16.2006
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE. THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
CHECKING ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
108112656 BYERS LUMBER 06/24/02 $1,59314 N/A
C/O ROBERT W CHILTON
l0800620'j ROBERT W CHILTON
MARY C FOOTE
OFFICE ACCOUNT
SAVINGS ACCOUNTS
07(15/02
CLOSED ON 02/16/06
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
CERTIFI(:A TES OF DEPOSIT
ACCOUNT NO, TITLE OF ACCOUNT DA.TE OPENED PRINCIPAL & ACCRUED INTEREST
www.orrstown.com
MAR 0 .2 2001
rlIM&rBank
499 Mitchell Street, Millsboro, DE 19966
February 28,2007
Law Office
Saidis, Flower & Lindsay
26 West High Street
Carlisle, PA 17013
RE: Estate of Robert Chilton
Date of Death: December 16, 2006
Social Security No.: 716-16-8475
Dear Mr. Flower:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type.. ....... ..................Checking Account (Robert Chilton Office Operation)
Account Number.... ...... ...... ... ....8892605356
Ownership (Names oj)...............Robert Chilton (signer)
James Chilton (signer)
Mary Foote (signer)
Opening Date.......................... .05/21/04
Balance on Date ofDeath.........$2,227.18
Accrued Interest
$
0.00
Total................................... ....$2,227.18
2. Account Type.. .. . .,. . .. . .. . .. . .. . .. . ... Checking Account (Litchfield Property)
Account Number.. ... ..... .............9842594443
Ownership (Names oj)...............Robert Chilton
Opening Date. ... . .. . ...................05/05/06 (account closed 02/08/07)
Balance on Date ofDeath.........$623.82
Accrued Interest
$ 0.03
Total. . .. . .. . .. . .. . .. . . . . .. . .. . .. . . . . .. . .... $623.85
. Page 2
February 28, 2007
3. Account Type.. ................... ......Checking Account
Account Number.................... ...447145
Ownership (Names of)...............Robert Chilton, Virginia Chilton
Opening Date.. .. . .. . .. . .. . .. . . . . .. . .. . .09/01/67
Balance on Date of Death........ .$5, 132.60
Accrued Interest
$
0.00
Total................................... ....$5, 132.60
The above named decedent did not have a safe deposit box.
For any additional information on the above accounts, including ownership,
statements and closures please contact our Spring Garden branch at 717-240-4525.
Sincerely,
C/vNJPtJ- /;JCWIt~
Charlene Warrington, Recdrds Management
1-888-502-4349
MAR 1 5 2007
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cltlgroupJ
SMITH BARNEY
419 Village Drive
Suite I
Carlisle. PA 17015
Tel 717-258-4363
Fax 717-258-4492
Toll Free 800-348-1776
March 13,2007
James D Flower, Jr.
Saidis, Flower & Lindsay
26 W High Street
Carlisle, P A. 17013
RE: Robert W Chilton D.O.D
Dear Mr. Flower
Per your request the account for Robert W. Chilton is registered in single name. I
have also enclosed an Estate Valuation. If you need any further information please
contact me at 800-348-1776.
Thank you,
4~~~ ~r'/<
, K. Brooke Black
Registered CSA
Citigroup Global Markets Inc.
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MAR 0 2 2007
March 01, 2007
Commerce
t:Bank
Saidis, Flower & Lindsay
26 W High St
Carlisle PA 17013
RE: Estate of: Robert W Chilton
Social Security #: 716-16-8475
Date of Death: December 16, 2006
Dear Sirs:
In reference to the letter regarding the above mentioned Estate, we
would like to inform you of the information that we have researched and
found.
Type: Checking
Account #: 513039743
Date Opened: OS/26/99
Primary Owner: Robert W Chilton
Secondary Owner: Virginia C Chilton
Date of Death Balance: $2,629.39
Accrued Interest: $0.30
Principal Balance: $2,629.09
If there are any questions or additional information that is needed,
please feel free to contact me at (717) 412-6134.
Sincerely '/'~/}) '.
-1 - /.. ' /
,',: -,{.,.~"/
~ilj i i ..a!rc.,.0....'// .~ -
_ -'" v :t/~, '
'llf-di /1, ySpr , t<.
Le~specJ:aiist
Commerce Bank / Harrisburg, N.A.
PO Box 4999
3801 Paxton Street
Harrisburg, PA 17111-0999
commercepc.com
TaxDB Result Details
Page 1 of 1
Detailed Results for Parcel 04-21-0322-320. in the 2004 Tax Assessment Database
DistrictNo 04
Parcel ID 04-21-0322-320.
MapSuffix
HOlllseNo 345
Direction
Str,eet MOORELAND A VENUE
Ownerl CHIL TON, ROBERT W & VIRGINIA C
C/O
PropType R
Pr(]lpDesc
Liv Area 3815
CurLandVaI 50000
CurlmpVal 326030
CurTotVal 376030
CurPrefVaI
Acreage .99
CIGrnStat
TaxEx 1
Sal,eAmt
Sal,eMo
Sal,eDa
Sal,eCe
Sal,eYr
Del~dBkPage 0020L-00 150
YearBlt 1962
HF File Date 10/21/2004
HF _Approval_Status A
http://taxdb.ccpa.net/ details.asp ?id=04- 21-0322- 320 .&dbselect= 1
4/3/2008