HomeMy WebLinkAbout04-0121PETITION FOR PROBATE and GRANT OF LETTERS
also known as To:
Register of ~ills for the
· _Deceased. County of(~. (~,n ~--~//~ ~ '~f~!n the
Social Security No/ ~/~ 7 ~'~-~ ~ " ~- '/ 7)/ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of agg~or older anthe execub'~ )'~ named
in the last will of the above decedent, dated
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~ ~ ~ ~ e.~f~a/v ~ County, Pennsylvania, with
h~ ~' last~family oc~rincipal residence at ~
(list strut, number and muncipality)
De~, then ~ ~ years ~e, died ~-~_~
Excep~ as f~llows, decedent did not marry, was'not divorSed and did not have a child born'or ~opted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
/7o ( (
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:
$
$
WHEREFORE, petitioner(s) respectf~-e<i.uest(s) the pr~gAo~/~_~/wil~ and codicil(s)
presented
herewith
and the grant of letters /~ i ~,~ .~.~ ~,~L._ ,/~ ///~ -~ .
(testam'~n~a~yTadminis~rat~on c.t.-a.; administrati~n d.b.n.c.t.a.)
theron.
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF %,x~-ck~_~-, :\o.~-~ o~..~ . J
The ~titioner(s) above-n~ed swe~(s) or affirm(s) that the statements in the foregoing p~ition ~e
true and correct to the best of the knowl~ge ~d belief of petitioner(s) and that ~ person~ represen-
tative(s) of the above decedent p~itioner(s) will well and truly administer the estate according to law.
to or
~ da ofo~~~~' O~ ~ ~,~ ~- ~ ~ /L ~
hefo~
_~ ~me this . ~ ~aay j
Estate Of MILDRED E WILBERT , Deceased
DECREE OF PROBATE AND
GRANT OF LETTERS
AND NOW FEBRUARY 9. 2004 l~X , 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 AUGUST 16:7001
described therein be admitted to probate and filed of record as the last will of
MILDRED E WILBERT ;
and Letters TESTAMENTARY
are hereby granted to DONNA S MCCARTHY N.K.A. DONNA R MCCARTHY
FEES
Probate, Letters, Etc .......... $
Short Certificates( ) .......... $ C~ ,OD
TOTAL ~ $ ~-~ OO
Filed .....2.-~ 9. .- 2.0.Q4 .....................
EXEC? PICKED UP 2-9-2004
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
his is to certify thkt th% information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. ,
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 ~
P 9962116
No. ~ Date
Local Registrar
JAN 8 1 2004
,;5.143 Rev. 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
STATE FILE NU~ER
.~E 0.~.~E~CEOE._T (P,.~ Wa., ~..~ I s~x I s~ sEcu.,~ ~E. IDATE ~ D~TH {~. Day. Y.~)
~. M~ored E. W~lbert ~Female I~ 199 -- 05 --8317 I~anuary 26, '2004
AGE(LabOr. ay) I UNOER1Y~ I UN~R10AY DATE OF BIRTH I BRTHP~CE(~ I~CEOFO~m~e-~a~)
~ D~ ~ I M~tes / (~, Day, Year) / ~m ~ Fm~n ~n~) /~: /OTHER:
' 89 '"' I I I I bgt 31 , 1914 ~reencastle, p~'" D
~ ~ D~ I Cl~, B~O, ~ OF D~TH I FACILI~ ~ (If ~ ~u~. g~e s~t ~d ~) Iwxs DECEDENT ~ Hl~lC ~IGIN? I~CE ' ~n I~., ~ ~,
C m ' No ~ Ye, I~ ~ ~ ~. ( ) .
DECEDENTS USUAL ~UPAT~ I KIND ~ BUSINESS I INDUSTRY ~AS ~CEDENT ~R IN DECEDE~S EDUCTION ~IT~ STA~S - ~ I SURVNING S~$E
~ US.~MEDFORCES? ~ ~~ Ne~,~ ] (~.~m~)
,,.Cl~ ~b~' ~2 I,,niquor Control I
J4. Wl~owe~
DECEDE~S ~IMNG A~RESS (S~, ~n, ~, ~ ~) ] DECEDENTS
319 Geary Avenue ]~[[~c~ ,~..sa,. P~
New Cumberland,PA 17070 [~, Cumberland
~m. ~,, ~ ~;,.~ "~.~ New Cumberland
FA~ER'S ~E (F~. ~.
~a. wzz~:am ~ecze: ~ea:t:e I~..Ca::ie
]0~ ....... ,,. ,-,~vo~-~ 120b. 51U/UHaTDO~ ~ane , Fa~n~e~, VA 23420
M~HOD ~ DI~ITION ] DATE OF DIS~SlTION I ~E ~ DIS~SlTI~- ~m ~ ~, ~ IL~TI~ - ~fi~ Sale, ~ C~
~' ~ ~(~) ~I Ul~k~Druary 3, 2004 12~.Con-O-L~te Crematory 12,,Schaefferstown,PA17088
SI~RE OF FU~ SERVIC~N~ OR ~RSOM ~TING AS SUCH L CENSE NUMB~ I N~E ~D AD.ESS OF FACILI~ I 7 ~ 7 0
~".~~ ~~, ~ - lu~. PO 012342-~ ~one&~urraTP~408 3rd
nol mr, u~ng in the unden~mg caula given in PA~T I.
WASANAUTOPSYIWEREAUTOPSYFINDINGS ] MANNER OF DEATH DATE OF INJURY T ME OF INJURY INJURY AT WORK? DESCRB@H~W NJIJRYt'~CC. IIRR;'I~
PERFORMED? I AVAILABLE PRIOR TO (Month, Cay. yea~)
ICOMPL~nO' O~ C~USE I Natur~ [~] .o.~o I--II I I
CERTIFIER (Check only one) --SIGNATU~ DTITL I RSIGNATUJ~ R
'~ER.'n~.YING .PHYSICIAn. (Phy~.lciag. ca~g cause
'tRO..ND.UNC. IN~. ........ ANDy ~wl.~, CE.R .TI~NG~eathpHysIClAN (Physlc~ both pronouncing death a~d ce~'/k~, Io ..... I' death) ~~/GNED(Mo~, _y,~ LIC~~ ,.,~ ~' I DATE ?GNE_D (Ms. th, Day,Sear}
· MEDICAL EXAMINER/CORONER fltNA~ E~'AN D 9j~O ~ ~S ~-F PERSON WHO COMPL6;rED CAUSE ~ D~ATH
( tm~ 27) TyI~ or pri~I
On thl hills of examination and/or inveatlgaUon, in my opinion, death ~curred at the time, date, and place, and due to the causes(s) and __ ~ ~,
REGISTRAR ~, SIGNATURE AND NUMBER~
LAST WILL AND TESTAMENT
OF
MILDRED E. WILBERT
I, MILDRED E. WILBERT, of the Borough of New Cumberland, Cumberland
County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament,
hereby revoking all Wills and codicils by me at any time made.
ITEM 1. I direct my Executrix to pay the expenses of my last illness and funeral
expenses from the property passing under this Will as an expense and cost of administration of
my estate.
ITEM 2. I give, devise and bequeath all the rest, residue and remainder of my
estate of any kind whatsoever, real, personal or mixed, and wheresoever situate, unto my
children, DONNA S. McCARTHY of Painter, Virginia, JACQUELINE V. McCABE of
Williamsburg, Virginia, and BEVERLY A. THILKING of Tampa, Florida, equally, share and
share alike. In the event that one or more of my daughters predeceases me, I give, devise and
bequeath her share to her children, if any, in equal shares, or if none, to my surviving children in
equal shares.
ITEM 3. In addition to the powers conferred by law, my Executrix shall have the
following powers:
(a) To retain in her absolute discretion and for such period as to her shall
seem advisable, any and all assets constituting my estate, without liability for any loss incurred
by reason of the retention of such assets.
(b) To change investments and properties, and to invest and reinvest all or
any part of the corpus of my estate, in such securities, investments, or other property as to her
seem advisable and proper, irrespective of whether the same are authorized for the investment of
estate funds by the laws of the Commonwealth of Pennsylvania.
(c) To sell all or part of the property which at any time may constitute a
part of my estate, at such time, upon such terms, for cash or on credit, with or without security, in
such manner and at such prices, either at public or private sale, as to her shall seem advisable and
proper, and to execute good and sufficient deeds and bills of sale therefor.
(d) To lease any property held by her and for the duration of the term,
irrespective of the provisions of any statute or of the termination of my estate; and to mortgage,
pledge, collect, convert, redeem, exchange, or otherwise dispose of any securities or other
property at any time held by her.
(e) To borrow money, whether to pay taxes, exercise subscriptions, rights,
and options pay assessments or to accomplish any other purpose of any nature incidental to the
administration of my estate, and to pledge any securities or other property held by her as security
therefor.
(f) To enforce any bonds, mortgage, or other obligations or liens held
hereunder; to enter upon such contracts and agreements and to make such compromises or
settlements of debts, claims, or controversies as she may deem necessary or advisable; to submit
-2-
to arbitration any matter or difference; to vote personally or by proxy any shares of stock which
may at any time be held by her hereunder.
(g) To consent to the reorganization, consolidation, merger, liquidation,
readjustment of or other change in any corporation, company or association, or to the sale or
lease of the property thereof or any part thereof, any of the securities or other property of which
may at the time be held by her thereunder, and to do any act or exercise any power with
reference thereto that may be legally exercised by any person owning similar property in her own
right, including the exercise of conversion, subscription, purchase or other options, the deposit or
exchange of securities, the entrance into voting trusts, and the making of agreements or
subscriptions which she may deem necessary or advisable in connection therewith, all without
applying to any court for permission to do so, and to hold, redeem, sell or otherwise dispose of
any securities or other property which she may so acquire, irrespective of whether the same be
authorized for the investment of estate funds by the laws of the Commonwealth of Pennsylvania.
(h) To cause to be registered in her name as Executrix hereunder, or in the
names of her nOminee without qualification or description, any securities at any time held in my
estate.
(i) To determine the manner in which the expenses incidental to or
connected with the administration of my estate hereby established shall be apportioned as
between income and principal.
-3-
(j) To carry out agreements made by me during my lifetime, including the
consummation of any agreements relating to the capital stock of corporations owned by me at the
time of my death, and including the continuation of any partnership of which I may be a member
at the time of my death whenever the terms of the partnership agreement obligate my estate or
personal representative to continue my interest therein, and to enter into agreements for the
rearrangement or alteration of my interests or rights or obligations under any such agreements in
effect at the time of my death.
(k) To apportion extraordinary and stock dividends received by her
between income and principal in such manner as she may see fit; provided, however, that all
rights to subscribe to new or additional stock or securities, and all liquidating dividends shall be
deemed to be principal.
My Executrix may freely act under all or any of the powers of this Agreement
given to her in all matters concerning my estate hereby established, after forming her judgment
based upon all the circumstances of any particular situation as to the wisest and best course to
pursue, without the necessity of obtaining the consent or approval of any court, and
notwithstanding that she may also be acting as an individual, or as an agent for other persons as
an individual, or as an agent for other persons or corporations interested in the same matters, or
may be interested in connection with the same matters as stockholders, directors or otherwise.
The powers herein granted to my Executrix may be exercised in whole or in part,
from time to time, and shall be deemed to be supplementary to and not exclusive of the general
-4-
powers of executors pursuant to law, and shall include all powers necessary to carry the same
into effect. The enumeration of specific powers herein shall not be construed in any way to limit
or affect the general powers herein granted.
ITEM 7. Whenever and so often as any beneficiary hereunder to whom payments
are herein directed to be made shall be under legal disability or in the sole judgment of my
Executrix shall otherwise be unable to apply such payments to his or her own best advantage, my
Executrix may make all or any portion of such payments in any one or more of the following
ways:
(a) Directly to such beneficiary.
(b) To the legal guardian or conservator of such beneficiary.
(c) To a relative of such beneficiary to be expended by such relative for
the benefit of such beneficiary.
(d) By herself, expending the same for the benefit of such beneficiary.
ITEM 4. I hereby nominate, constitute and appoint my daughter, DONNA S.
McCARTHY, of Painter, Virginia, as Executrix of my estate.
My Executrix is specifically relieved from the duty or obligation of filing any
bond or bonds.
-5-
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last
Will and Testament, this /~ dayof ~I~AI~I]? ,2001.
Mildred E. Wilbert
WITNE S S:
residing at
residing at
-6-
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF DAUPHIN )
SS.
,We, MILDReD E. WILBERT, ~ o,~,4t.~ ~. ~Tr,_~r~.. ,and
.~,¢-~:y-A/vx,~.) _~. 6O"rC~, the Testatrix and the witnesses respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the instrument as her
Last Will and that she had signed willingly (or willingly directed another to sign for her) and that
she executed it as her free and voluntary act for the purpose therein expressed, and that each of
the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to
the best of their knowledge, the Testatrix was at that time eighteen years of age and older, of
sound mind and under no constraint or undue influence.
Mildred E. Wilbert
Witness
Witness
Subscribed, sworn to and acknowledged befo~ me by MILDRED ~.. WILBERT,
the Testat.rix, and subscribed and sw9.m to before me by
and .- ~{:>~,o::X-A~)/O ~ ~4~(..)TC,E/~thewitnesses, this /~,'-t--~ dayof
/q to ~o ~'V"- ,2001·
(~ota~ ~)ublic d
My Commission Expires:
NOTARIAL SEAL
CHERYL L. FERGUSON, Notary Public
Harrisburg, Dauphin County
My Commission Expires A[~ril 6, 2004,_J
OF
MILDRED K. b-II, BERT
BUTLER LAW FIRM
ATTORNEYS AT LAW
HARRISBURG, PENNSYLVANIA 17101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2806O1
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003874
MCCARTHY DONNA S N/K/A
31070 HARBOR LANE
PAINTER, VA 23420-3119
........ fold
ESTATE INFORMATION: SSN: 199-05-8317
FILE NUMBER: 2104-01 21
DECEDENT NAME: WILBERT MILDRED E
DATE OF PAYMENT: 04/28/2004
POSTMARK DATE: 04/28/2004
COUNTY: CUM BERLAN D
DATE OF DEATH: 01/26/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $447.59
TOTAL AMOUNT PAID:
$447.59
REMARKS:
SEAL
CHECK//114
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Donna R. McCarthy
31070 Harbor Lane
Painter VA 23420-3119
April 30, 2004
Glenda Strasbaugh
Cumberland County Courthouse
I Courthouse Square
Carlisle PA t 70t 3-3387
RE Estate of Mildred E. Wilbert
21 04 0121
Thank you for taking the time to explain the filing fees. I realize
you are extremely busy and we were missing each other's calls.
I needed to be able to explain to the other family members the
reason for this fee. I was not able to find anything in writing in
the paperwork I had received. I did not realize there was a
schedule on the counter when we came to Carlisle in February.
I have tried to carefully follow the instructions and hopefully you
will not find any other errors. I realize had an attorney filed
these papers they would not have had to bother you with
questions. I do appreciate your help. This has been a learning
experience for me.
I am enclosing a check for the $t5.00 filing fee. My phone
number is 757 442 6258, should you n--:d to contact me again.
Estate of Mildred E. Wilbert
I REV- 1500
PENNSYLVANIA
DEPARTMENT OFREVENUE/iNHERiTANCE TAX RETURN
DEPT 280601
HARRISBURG, PA 17128-0601 ~
DECa3E~S roWE (L~S~, Fe~T, ~D uDou~
VVilbert, Mildred E.
FILE NUMBER
__21___ __04__ 0121
Z
DJ ~ 199-05-8317
UJ 0112612004 ~ 10/31/1914 ~~~~m~~
~ · ~ ~ REGI~R OF ~
~ ( ~~~~ ~ F~~ ~)
-r-O0
El.
Z
w
z
0
lU
0
~ 4. Limia~ F.~am
[~ 6. Decede~ Died Testale ~.c~ ~ d w~
[~ g. I..~i~ Proceeds i~ecS
onna R. Mc_~arth_Y- _ .
(757) 442-6258
E~ 4e- Fub'e InW'est Com0mmise (a~ ,~ d~,, =e,~. ~2_~2.a23
[~ 7' Decede~ ~ a Liv~ Tlusl (A,~b ca~,~ T~m
[] 5. Federal Estate Tax Relum ~
~ 8. Total Number of Sa~e Deposit Boxes
[] 11- Eiec~ Io lax unde~ Sec. 9'113(A) u~.c~ sca o)
31070 Harbor Lane
Painter VA 23420-3119
UJ
n~
1. Real Estate (Schedule A) (1)
2- ,.~[x:ks and Brads (Schedde B) (2)
3. Closely Hekl Corp(]"aia~, p--,a-(nership or ~ (3)
4. Mofl9ages & Nok~ Rec~ (S~ D) (4)
5. ~ Bar~ DemOs & ~,~e~na3,s ~ propew (5)
(Schedae E)
7. ~-~ T~&~ ~~
(~G~L)
e. F~~&~~(~ (9)
m. ~a~~~&~(~ (~
'-T~~ (~ ~e& 10)
6,263.6'~
8,956.31
15,219.98
3,005.23
1,744.72
(11)
4,749.95
1Z Ilel V,,lkae o~ Estale (Lk~e 8 mi~us Lkm 11)
13. C~ and Governmental ~ 9113 Trusts for which an election to tax has nol: been
made (Schedae j)
14. I~t Value,Sul~ject to Tax (I. ine 12 minus Line 13)
SEE ISTRUCTIO~ Oil RL~ERSE Sl]E FOR APPUCA~i~ RATES
15. '~ d LJne 14 taxable at the spousal tax
rate, or b"'ansfers unda' Sec. 9116 (aX12)
(12)
10,470.03
(13)
(14)
10,470.03
471.15
471.15
Decedent's Complete Addre~__~:
I -!T~3REETI~ReE~venue-' . .........
CITY New Cumberland ................ ~STA'I:E p~- .......... 1 Z1~;7070
Tax Payments and Credits:
1. Tax Due (Page I Line 19)
C. Oiscount 23=56
5o
(1)
Total Cre(f~ (A + B + C ) (2)
~,est~P~ ~f a~ica~ie
E. Penalty ........... Tolal ~ ( D + E) (3)
If Line 2 is greaterl~n Line 1 + Line 3, enter~e dillemnce. This islhe OVERPAYMENT.
Check box on Page 1 Une 20 to request a m~und (4)
If Line 1 + Line 3 is grealer fhan Une 2, enler ~e ;rdksence. *l~is is lhe TAX DUF- (5)
A. Enter the ~ on ~e lax due. (SA)
B. Ent~ ~he to~al o~ Une 5 * 5~ This is ~e BALANCE DUF- (56)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN 'X' IN THE APPROPRJATE BLOCKS
1. DkJ decede~ make a trans~ an~.
a. rein me use or income of ~e prope~ ~'ansfer~d; .......................................................................................... [] []
b. retS. ~e ~;h~ to de~gna~ who sha~ use ~ prope~ ~ar~.~ed or ~s ~me; ............................................ [] []
c. r~i. a mversi~ i.~e~ or .......................................................................................................................... [] []
d. receive the promise for #re of eilhor ~, bene~ or c~e? ......................................................................
2. if dealh occun~ alter Dece~ 12, 1982, did decedent lra~ lxopedy w~ °ne year °f death
· ~~ ~ ~? ...................................................................................... ; ...... i;; .............. [] []
3. Oid decede~ own an 'in trust for' or payable uPeo dea~ bank account °~ secu~y at his or he~ death ...............
coo~ms a be~ de~gna~m? ........................................................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
U ............. -:-- "--~ t ha~e examined ~s return including u~.~,;C~-,y~ng schedule~ and stat~, and to the best of mY ~ ~ ~' it ~ ~' ~ ~d ~i~'
471.15
23.56
447.59
447.59
DATE
Fo~ dates of dealh on or after July 1, 1994 and before Janua"Y1, 1995, the tax rate imp°sed °n the ne~ value °f I]a~em t° or for the use °flhe sur~ing ~ is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dales (~ dealh on or a#er JanuaY 1, 1995, ~e tax tale im~sed m ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ m~ ~ is ~ ~ P's' ~116 (a) (1'1) (i)j'
or a s~ of me c~d is O% [72 P.S. ~116(aX1.2)].
The tax rate imposed off Ihe net value of transfem to or for lhe use of lhe decedents r,,e~ ~ is 4.5%. except as noled b 72 P.S. ~9116{1.2) [72 P.S. ~9116(a){1)].
The tax rate imposed on the net value of Iranders to or for lhe use of the decedenfs sidi~3s is 12% [72 RS. §9116(aX1.3)]. ^ sibling is defined, under Sec~n 9102, as an
REV-1508 EX+ (6,-98)
COMMONY~_ALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mildred E. Wilbert
SCHEDULE E
C. H, B.J IK DEPOSITS, & MISC.
FILE NUMBER
21-04-0121
include the proceeds of IffigatJon 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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
2.
3.
4.
5.
6.
7.
PNC Bank Savings Account #51-30033516
Coin found in apartment
Prepaid burial fund
PA State Employees Retirement Sys. pro-rata January
Bdcker's Auction sale of furniture
Thomas Kanaskie return of balance of rental deposit
Various refunds of balance of insurance premiums, utilities and subscriptions
2,124.46
77.47
2,416.10
446.14
235.00
295.00
669.23
TOTAL (Also enter on line 5, Recapitulation) $ 6,263.67
(ff more space is needed, insert additional sheets of the same size)
REV-1509 EX* (6--98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETUR~
RESIDENT DECEDENT
ESTATE OF
Mildred E. Wilbert
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-04-0121
If an asset was made joint within one year of the d~edent's d-_~ of death, it must be repoi'~-d, on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Jacqueline V McCabe
ADDRESS
3705 ShackeltonLane
Williamsbu~ VA 23188
RELATIONSHIP TO DECEDENT
Daughter
%OF DATE OF DEATH
LEtr'TER DATE DI~SCRIPTI~ O~ F~OPERTY DATE OF D~_ATH I)C-ClXS ~ OF
ITEM FOR JOINT MADE INCt/JOE ~M, iE OF FiN/~iCi~ iNS'ili~JTIO# MID 8N~K .¥/,COUNT FFJMBER 0R SIMIL/~ VALUE OF ASSET INTEREST OECEDENTS INI'F-R~ST
l. A. 1986 PNC Bank checking account #5140084798 17912.61 50% 8956.3 I
TOTAl- (Also enter on line 6, Recapitulation) $ 8,956.34
(If more space is needed, insert additional sheets )
REV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mildred E. Wilbert
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-04-0121
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
5.
6.
7.
8.
9.
FUNERAL EXPENSES:
Stone & Murray Funeral Home
Trinity United Methodist Church
ADMINISTRATIVE COSTS:
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:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
city
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Check book charges
Postage, telephone and cleaning supplies for apartment
Appraisal of Fumiture to be
auctioned
State __ Zip
2,416.10
154.39
230.00
77.00
8.61
89.13
30.00
TOTAL (Also enter on line 9, Recapitulation) $ 3,005.23
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (6-g8)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABILmES, & UENS
ESTATE OF FILE NUMBER
Mildred E. Wilbert 21-04-0121
Include unmimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
2
3
4
5
6
7
8.
Citibank credit card
Hasko Jewelers 2 rings left by the deceased to be resized
UGI Utilities Gas heat
AT&T
American Water Works
PPL Electric Utilities
Thomas Kanaskie apartment rent
Unreimbursed medical expense
811.68
248.04
215.62
11.12
15.66
35.60
400.00
7.00
TOTAL (Nso enter on line 10, Recapitulation) $ 1,744.72
(If more space is needed, insert additional sheets of the same size)
I~V-1513 EX+ (9-00)
ESTATE OF
Mildred E. Wilbert
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
pousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Beverly Thilking
3708 Golden Eagle Drive
Land O'Lakes FL 34639
Jacqueline V. McCabe
3705 Shackelton Lane
Williamsburg VA 23188
Donna R. McCarthy
31070 Harbor Lane
Painter VA 23420-3119
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Daughter
Daughter
Daughter
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX iS NOT BEING MADE
FILE NUMBER
21-04-0121
OF ESTATE
3,490.01
3,490.01
3,490.91
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE $
(If more space is needed, insert additional sheets of the same size)
10,470.03
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
estate of WILBERT MILDRED E
(L~s'i', ~'l~s'i','Mi~)
in said county, deceased, to
MCCARTHY DONNA R
(L~k~'l', ~'i~$'i',
SHORT CERTIFICATE
GLENDA FARNER STRASBAUGH
Register for the Probate of Wills and Granting
Letters of Administration &c. in and for said
County of CUMBERLAND do hereby certify that on
the 9th day of February A.D.,
Two Thousand and Four,
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
, late of NEW CUMBERLAND BOROUGH
CCARTHY DONNA S N/K/A
k~{S'l', ~'i~$'i', Mi~O~)
and
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of said office at CARLISLE, PENNSYLVANIA, this
A.D., Two Thousand and Four.
File No.
PA File No.
Date of Death
s.s. #
9th day of February
2004-00121
21-04-0121
1/26/2004 ~_.~;~~-~~~lJjk. ~1~ ~Register
199-05-8317
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
his is to ceftin, that the infbrmation here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. ]'he original certificate will be forwarded to the State Vital Records Office for permanent fiiing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee tbr this certificate, $2.00
No.
Local Registrar
Date
COMMONWEXLTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. vrrkL RECORDS
,,~o~ ~ca~rr(~ ~.---------.-.-.-.-.-.~) CERTIFICATE OF DEATH
· 89¥~- January 26,-200
,, .~chaef fer stown, PA170.
.......................................................... '- ...... "~'~"='"~-(,~w I ........ ~'~ ~ ~.--~
LAST WILL AND TESTAMENT
OF
MILDRED E. WILBERT
I, MILDRED E. WILBERT, of the Borough of New Cumberland, Cumberland
County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament,
hereby revoking all Wills and codicils by me at any time made.
ITEM 1. I direct my Executrix to pay the expenses of my last illness and funeral
expenses from the property passing under this Will as an expense and cost of administration of
my estate.
ITEM 2. I give, devise and bequeath all the rest, residue and remainder of my
estate of any kind whatsoever, real, personal or mixed, and wheresoever situate, unto my
children, DONNA S. McCARTHY of Painter, Virginia, JACQUELINE V. McCABE of
Williamsburg, Virginia, and BEVERLY A. THILKING of Tampa, Florida, equally, share and
share alike. In the event that one or more of my daughters predeceases me, I give, devise and
bequeath her share to her children, if any, in equal shares, or if none, to my surviving children in
equal shares.
ITEM 3. In addition to the powers conferred by law, my Executrix shall have the
following powers:
(a) To retain in her absolute discretion and for such period as to her shall
seem advisable, any and all assets constituting my estate, without liability for any loss incurred
by reason of the retention of such assets.
(b) To change investments and properties, and to invest and reinvest all or
any part of the corpus of my estate, in such securities, investments, or other property as to her
seem advisable and proper, irrespective of whether the same are authorized for the investment of
estate funds by the laws of the Commonwealth of Pennsylvania.
(c) To sell all or part of the property which at any time may constitute a
part of my estate, at such time, upon such terms, for cash or on credit, with or without security, in
such manner and at such prices, either at public or private sale, as to her shall seem advisable and
proper, and to execute good and sufficient deeds and bills of sale therefor.
(d) To lease any property held by her and for the duration of the term,
irrespective of the provisions of any statute or of the termination of my estate; and to mortgage,
pledge, collect, convert, redeem, exchange, or otherwise dispose of any securities or other
property at any time held by her.
(e) To borrow money, whether to pay taxes, exercise subscriptions, rights,
and options pay assessments or to accomplish any other purpose of any nature incidental to the
administration of my estate, and to pledge any securities or other property held by her as security
therefor.
(f) To enforce any bonds, mortgage, or other obligations or liens held
hereunder; to enter upon such contracts and agreements and to make such compromises or
settlements of debts, claims, or controversies as she may deem necessary or advisable; to submit
-2-
to arbitration any matter or difference; to vote personally or by proxy any shares of stock which
may at any time be held by her hereunder.
(g) To consent to the reorganization, consolidation, merger, liquidation,
readjustment of or other change in any corporation, company or association, or to the sale or
lease of the property thereof or any part thereof, any of the securities or other property of which
may at the time be held by her thereunder, and to do any act or exercise any power with
reference thereto that may be legally exercised by any person owning similar property in her own
right, including the exercise of conversion, subscription, purchase or other options, the deposit or
exchange of securities, the entrance into voting trusts, and the making of agreements or
subscriptions which she may deem necessary or advisable in connection therewith, all without
applying to any court for permission to do so, and to hold, redeem, sell or otherwise dispose of
any securities or other property which she may so acquire, irrespective of whether the same be
authorized for the investment of estate funds by the laws of the Commonwealth of Pennsylvania.
(h) To cause to be registered in her name as Executrix hereunder, or in the
names of her nominee without qualification or description, any securities at any time held in my
estate.
(i) To determine the manner in which the expenses incidental to or
connected with the administration of my estate hereby established shall be apportioned as
between income and principal.
-3-
(j) To carry out agreements made by me during my lifetime, including the
consummation of any agreements relating to the capital stock of corporations owned by me at the
time of my death, and including the continuation of any partnership of which I may be a member
at the time of my death whenever the terms of the partnership agreement obligate my estate or
personal representative to continue my interest therein, and to enter into agreements for the
rearrangement or alteration of my interests or rights or obligations under any such agreements in
effect at the time of my death.
(k) To apportion extraordinary and stock dividends received by her
between income and principal in such manner as she may see fit; provided, however, that all
rights to subscribe to new or additional stock or securities, and all liquidating dividends shall be
deemed to be principal.
My Executrix may freely act under all or any of the powers of this Agreement
given to her in all matters concerning my estate hereby established, after forming her judgrnent
based upon all the circumstances of any particular situation as to the wisest and best course to
pursue, without the necessity of obtaining the consent or approval of any court, and
notwithstanding that she may also be acting as an individual, or as an agent for other persons as
an individual, or as an agent for other persons or corporations interested in the same matters, or
may be interested in connection with the same matters as stockholders, directors or otherwise.
The powers herein granted to my Executrix may be exercised in whole or in part,
from time to time, and shall be deemed to be supplementary to and not exclusive of the general
-4-
powers of executors pursuant to law, and shall include all powers necessary to carry the same
into effect. The enumeration of specific powers herein shall not be construed in any way to limit
or affect the general powers herein granted.
ITEM 7. Whenever and so often as any beneficiary hereunder to whom payments
are herein directed to be made shall be under legal disability or in the sole judgment of my
Executrix shall otherwise be unable to apply such payments to his or her own best advantage, my
Executrix may make all or any portion of such payments in any one or more of the following
ways:
(a) Directly to such beneficiary.
(b) To the legal guardian or conservator of such beneficiary.
(c) To a relative of such beneficiary to be expended by such relative for
the benefit of such beneficiary.
(d) By herself, expending the same for the benefit of such beneficiary.
ITEM 4. I hereby nominate, constitute and appoint my daughter, DONNA S.
McCARTHY, of Painter, Virginia, as Executrix of my estate.
My Executrix is specifically relieved from the duty or obligation of filing any
bond or bonds.
-5-
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last
Will and Testament, this day of .1_1 ,2001.
Mildred E. Wilbert
WITNE S S:
residing at
residing at
-6-
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF DAUPHIN )
SS.
~ ::I"-A/~ la) ~ _~ o-r-C~(d__, the Testatrix and the s ly, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the instrument as her
Last Will and that she had signed willingly (or willingly directed another to sign for her) and that
she executed it as her free and voluntary act for the purpose therein expressed, and that each of
the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to
the best of their knowledge, the Testatrix was at that time eighteen years of age and older, of
sound mind and under no constraint or undue influence.
Mildred E. Wilbert
Witness
Subscribed, sworn to and acknowledged before me by MILDRED,. WILBERT,
the Testatrix, and subscribed and sw9,rn to before me by
and . ,(~>g~ :X~A ha)/O ~"-. ~ ~o-tff_$/'~the witnesses, this / ~'t-~x day of
//4~0 Go &'T~ ,2001.
My Commission Expires:
NOTARIAL SEAL
CHERYL L FERGUSON, Notary Public
Harrisburg, Dauphin County
My Commission Expires A[~ril 6, ~_004
Youe-AT&T Statement
November 11-February 10, 2004
#BWNCJFM
#09161450496014# D 0055514AB10.301B328A40167
I,,,111,,,111,,,I,,,111,,,,,,111,,I,,I,1,,I,,I,,,111,1,,I,,,11
MILDRED WlLBERT
319 GEARY AVE
NEW CUMBERLND PA 17070-1854
Customer ID: 717 774-3383
Page 1 of 6
Customer Service: 1 800 222-0300
Text Phone (TTY): 1 800 833-3232
Internal Address: w~n~.att.com
'- Extra! Extra!
Previous balance .................................................................... 43.91 CALL WITHOUT LIMITS WITH
Payment received Dec 6 - Thank you .............................. -43.91 AT&T ONE RATE USA. JUST
AT&T One Rate® Plan calls ................................. p 4 n ~ n! -~ / $1.67/day for all your calling~
O0 / Local, long distan~ even
~her calls from 717 774-3383 ........................... p 4 ........... O. /~ ~ '
Other charges and credos .................................... p 4 ............ 9.62 features! 1 800-383-6158
T~es and surcharges .......................................... p 4 ............ 1.40 x24687.
Total amount due $11.12
Date due February 24, 2004,
This statement includes charges from the last three months.
Continues on back
This fee is not a tax or charge required by government. It helps AT&T
recover expenses, including interstate access charges; property taxes;
and costs of regulatory compliance and proceedings. For information,
call 1 800 854-9940.
$g.62
=fiption Amount
eral tax .30
3arty Tax Allotment .21
e tax .62
-~ross Receipts Tax .27
RONALD D. BUTLER
JANA BUTLER TOOLE
BENJAMIN J. BUTLER
BUTLER LAW FIRM
ATTORNEYS AT LAW
500 NORTH THIRD STREET
TWELFTH FLOOR
HARRISBURG, PENNSYLVANIA 17101
MAILING ADDRESS:
POST OFFICE BOX 1004
HARRISBURG, PENNSYLVANIA 17108-1004
5444
(717) 236-1485
FAX (717) 236-7777
e-mail: lawyers{,~b utlcrlawtiml.com
April 1, 2004
Estate of Mildred E. Wilbert
c/o Donna R. McCarthy
31070 Harbor Lane
Painter, VA 23420-3119
FOR PROFESSIONAL SERVICES RENDERED
DATE DESCRIPTION
AMOUNT
Estate of Mildred Wilbert
Mar-02-04
Telephone call with Jackie McCabe
MATTER TOTAL:
25.00
$25.00
Subtotal
Total Fees & Disbursements
Previous Balance
Previous Payments
$25.00
Balance Due Now $150.00
I~,OXA] I) D. Bi qq,ER
JANA BI TLER [OOLE
BENJ ~,.MIN J. BUTLER
BUTLER LAW FIRM
ATTORNEYS AT LAW
500 NORTH THIRD STREET
TWELFTH FLOOR
HARRISBURG. PENNSYLVANIA 17101
MAILING ADDRESS
POSY OFFICE BOX lOI)4
HARRISBURG, PENNSYLVANIA 17108-1004
5444
(717) 236-1485
FAX (7t7) 236-7777
e-mail: lawyers~!butlerlawfinn.com
March 1, 2004
Estate of Mildred E. Wilbert
c/o Donna R. McCarthy
31070 Harbor Lane
Painter, VA 23420-3119
FOR PROFESSIONAL SERVICES RENDERED
DATE, DESCRIPTION
AMOUNT
Estate of Mildred Wilbert
Feb-04-04
Meeting with Donna McCarthy
125.00
MATTER TOTAL:
$125.00
Subtotal
$125.00
Total Fees & Disbursements
$125.00
Previous Balance
Previous Payments
$80.00
$80.00
Balance Due Now
$125.00
RONALD D. BUTLER
JANA BUTLER TOOLE
BICNJAMIN J. BUTLER
BUTLER LAW FIRM
ATTORNEYS AT LAW
500 NORTH THIRD STREET
TWELFTH FLOOR
HARRISBURG, PENNSYLVANIA t 7101
MAILING ADDRESS:
POST OFFICE BOX 1004
HARRISBURG. PENNSYLVANIA 17108-t004
February 1, 2004
5444
(717) 236-1485
FAX (717) 236-7777
e-mail: lawye rs~q~.butlerlawfinn.com
Estate of Mildred E. Wilbert
c/o Donna R. McCarthy
31070 Harbor Lane
Painter, VA 23420-3119
FOR PROFESSIONAL SERVICES RENDERED
DATE DESCRIPTION
AMOUNT
Estate of Mildred Wilbert
Jan-23-04
Telephone call with Donna McCarthy
40.00
Jan-27-04
Telephone call with Donna McCarthy
40.00
MATTER TOTAL:
$80.00
Subtotal
$80.00
Total Fees & Disbursements
$80.00
Previous Balance
Previous Payments
$131.00
$131.00
Balance Due Now $80.00
71006S PM O0 A 1 BRlOlO155
I,.,llh..lll..,I.,.lll,.,..,llh.h.hh,h.I..,llhh,h.,ll
MILDRED E WILBERT
319 GEARY AVE
NEW CUMBERLAND PA 17070-1854
( ) ( )
Print ch~ of Mlcfm~, phone mJ~ber or ~1 ebeve.*
CITI CARDS
P.O. BOX 8119
S HACKENSACK, NJ
07606-8119
III,..I.,.I.Ih.ll,...ll..I.,h..,Ih..lll. I..,,I,II
ii--dr predUl~ md mndc~ yeu ed~ht Ilml ue~oL
CitF Platinum Select' Card
~ccount Number
3410 6584 4528 8200
)ayoent must be recelved by 1:00 pm local time on 02/20/2004
Statmll~CinMng Digs Total Credk Line AVOiIMIIM
01/29/2004 $13300 $12488
Amount Over
Credit Line
$0. O0 +
Sale Date ~-,,~ Date RGf&~Gnce ::~,,~;
l/X5 4407615 PAYMENT THANK YOU
Standard Purch
1/29 PURCHASES*FINANCE CHARGE*PERIODIC RATE
Peace of mind is knowing...
CJtJ Card account as protected
Ca]! 1-866-606-6586 to find
rotected. Receive a $15 rebate
1.
For Customer Service, csll or writs
1-800-950-5114
TerelmtMIIqmmit~ BOX 606Z
net~r,,,~,~r~4~ SIOUX FALLS, SD
57117
c~ A~ ~t Av~ Crab U~ ~ ~
$12500 $12488 $811 . 68
$0.00 * ~ $~0.00
Income
can
you
~,¢e To: MILDRED E WILBERT
319 Geary Ave 1ST
.~ount Number: 24-1301126-9
/~remise Number: 24-0369390
Billing Period & Meter Information
Billing Date: Feb 24, 2004
Rate Type: Residential
Billing Summary
--~Prior Balance---.----~
Balance from last bill
Payments prior to Feb 24, 2004 Thanksl
Total prior b.lance, Feb 24,
-Adjustments----..-
De~rr~ Billing
Total adjustments, Feb 24, 2004
$15.48
.00
15.48
.18
· 18
Water Usage Comparison
a u u~u · ¢ a e 0
Y n / g p t v ~ n b 0
4
Messages to.you from Pennsylvania American -
Any portion of this water biff which/s not paid as of 3/22/04 will be subject to a 1.50% penalty.
The due date pertains to current cha es onl . An
* Customers ma us ' . rg . ~ ?_p_a_s_t due bala. nce should be paid/mmediatel
y e their credit card, debit card ur a b ' · Y'
Customers ma also ' - P .Y.. 'y elec?onlc check only by ca/lin toll free' 1-86
. Y. pay. on-line at www. water, a m b/Il corn ' · g · 6-271-552;
At Pennsylvania American our customers a~P~o~I- 3,y~ :._.;__.£../{~s, ervlce, fee w/Il app./y.
, ,,,~, ,up pnur~ly. ~lease la[ us Know now we can serve you better.
* Approximately 4.72 percent or $.00, of State tax ' · ·
* The Pen ...... es are Include. In your current bill.
nsylvan/a Public Utility Commission approved a rate Increase, effective January 29, 2004.
* Water Shed 77p of the Month: One of the few benefits of a harsh winter is that extreme cold temperatures
and frozen ground can greatly increase the mortality of common insect pests. This can lead to fewer insect
problems in the summer. So, if we experience a harsh winter this year, you may be able to keep the pesticide
applicator in the garage over the summerl
* Sign up for Amedcan Water's automatic'payment plan Through Electronic Tran .
of this convenient way to pay your bill automatically on ~he ' 's sfer, you can take advantage
day it due. No more checks, stamps, or/ate bi/Is/
Call the 24-hour Customer Service Center to request an application. You will need your Account Number when
you call. Just press I for the option to hear about Account and Billing Information, then choose the option to
r, equest an application for automatic payment, Fill out the form and mail it back to us It'
Effective Janua 29 2004 the ' . . s that easy
, . ry , , State Tax Adjustment Surchar, e '
Effec#ve January 29, 2004 the Distrib ~,, ~,-~,~--, ..... '_g~_ (STAS) has...c~_.a.nged, from 0.07% to 0.00%.
o . , ut~,,,, ,~=,~ ,,l.,~ovementChar, e D~'I
0%. This charge funds the replacement of water distribution facilities. 'g ( (;) has decreased from 2. 62% to
PPL £1e ric
Utilities
Page
~ 2823(i-80~X[
Electric
For:
MILDRED E WILBERT- ESTATE
319 OEARY AV~ 1FL
NEW CLtMBERI..a. ND PA 17070
Questions about
this bill? Please
contact us by Mar 4
at 1-800-342-5775 or
484-634-4900
or wr/te to:
Customer Service
827 Hausman Rd.
Allentown, PA
18104-9392
www.ppiweb.com
Electric
Use
This graph shows
your electric use
over the last 13
Summary Page
Balance as of Feb 12, 2004
Char~es:
TotaFPPL ELECTRIC UTILITIES Charges
'lotal Charges
$ 29.46
$6.14
$ 35.60
Account Balance
3932
388'4
48
months.
pes of
ter Readings:
Actual 1
Estimated ~
Customer [---]
KWH - Average Per Day Meter Reading Information
24
Meter/187469452
20 Feb 11 Actual
Feb 2 Actual
16 9 Days KWH Billed
Average - Feb
12 Temperature
KWH Per Day
8
Yearly Use:
4 Mar 2002 - Feb 2003
0 Mar 2003 - Feb 2004
2003 2004
26F 27F
19 5
Total Average
Use Monthly
6212 518
5098 425
MAMJ JASONDJ FM
2003 Months 2004
Othcr important information on back -}
For vour convenience, vou can now vav your bill using: your Visa,
MasterCard, Discover, br ATM Card. ICa'Il BffiMatri~ at 1-800-672-2413.
BillMatrlx will charge your credit and ATM card a seveice fee for making
this payment.
Now you can receive and pay. your PPL Electric Utilities' bill online.
Checl~ our web site for more infommtion and to sign up --
www.ppiweb, com
No charge
Convenient
Secure
SAVE MONEY
We apErecia~e the oovortunity to have se~ed you. Becau.se. y.ou.have paid
your bfll~ within30'ffays over thePast year, V6u have established an
QUANTUM IMAGING & THERAPEUTIC
BILLING OFFICE / A93
2527 CRANBERRY HIGHWAY
WAREHAM, MA 02571-1046
800-299-9770 OR 508-295-5556
*P006RN00100077***
MILDRED WILBERT A93'090345
319 GEARY AVE
NEW CUMBERLAND, PA 17070-1854
h,,ilh,,llh,,h,,lll,,,,,,llh,h,l,h,h,h,,llhh,h,,ll
If you have an HMO please reply
promptly
EIN 25-1792806
PAGE I
01/01/04
02/05~4
02/19/04
HOLY SPII
7102026
034: YOUR I~ ;URANCE PAID A
IS YOUR C{
518.O
COMM INS PAYMENT
.=ORTION OF THIS CHARGE. THE AMOUNT DUE
~INSURANCE. T~.K YOU.
45.00
-3.15
~).79
Make su,-e the providers add,-e~ shows .;n the ~,~,ndow ~f enclo=ed retu?.. ~'t,:elope.
PATIENT
BALANCE
$7.00
AMOUNT
ENCLOSED
PLEASE RETURN THIS PORTION WITH YOUR PAYMENT
**PRIMARY INSURANCE** **SECONDARY INSURANCE**
HGSA PEBTF
PO BOx 890418 150~ 43RD ST STE1
CAMP HILL PA 17089 HARRISBURG PA 17111
199058317A 199058317
PEBTFRHP
PATIENT'S NAME
MILDRED WILBERT
ACCOUNT NO.
090345A93
STATEMENT DATE
04105104
QUANTUM IMAGING & THERAPEUTIC
BILLING OFFICE / A93
2527 CRANBERRY HIGHWAY
WAREHAM, MA 02571-1046
Iii,,,,,I,1,1,1,1,,,I,,,11,,,!111,,,,I,,I,I1,,i,1,,t,1,,,11,,I
Billing Summary for Service to:
MILDRED E WILBERT
319 GEAR1/AVE
1F
NEW CUMBERLND PA 17070
Rate Classification:
Residential Heating
Billing Period:
]1/16/2004 to 02/11/2004 (26 days)
Final Read
)uestioes?
;all 717-232-1811 or write to UGI at
~O BOX 13009
{eading, PA 19612-3009
'our current UGI charges include
;tare taxes totaling $ 3.40.
:PT 213 159 7445 20 1
Past Bill Information - UGI Utility
The account balance on your last bill was ..,~ ............ $109.88
Payments ........................................................... ~.. .... 0.00
Your balance as of 02/13/2004 (due now).,~...~,~
Current Bill Information - UGI Utility
Customer Charge .............................................................. 8.55
Commodity Charge ( 91 CCF at $0.74692) .............. 67.97
Distribution Charges (First 50 CCF at $0.35200) ... 17.60
Distribution Charges (Next 41 CCF at $0.28707) .... 11.77
PA State Tax Surcharge ..................................................
Total Current Charges - UGI UUli~ ............................... ' -0.15
UGI Utility charges owed this bdl 105.74
Total Amount Due, Please Pay by Due Date (03/08/2004) .....................................
215.62
$ 215.62
,.rage
;M[M;J[S~N~J F
2003 Months 2004
· = Estimated Usage
Last This
Year Year
7day 3.86 3.50
y temperature ~4OF 24OF
Meter Reading Information
Meter Number Previous Reading Present Reading CCF Usecl
1322400 835 (remote) 926 (final) 91
Messages from UGI
· Your currant price to compare is $ 0.74699/CCF.
· Your total annual usage is 580 CCF. Your average monthly usage is 48 CCF.
· Help prevent pipeline damage, accidents and service disruptions. If you see someone
digging near your home please call UGI.
If you pay at a payment agent please take your entire bill. Make check payable to U¢I.
Keep this part for your records. Important information is on the back of this bill.
)illing Summary for Service to:
~ILDRED E WILBERT
)19 GEARY AVE
IE',A/CUMBERLND PA 17070
~ate Classification:
~esideotial Heatin9
3illing Period:
12/16/2003 to 01/16/2004 (31 days)
Remote Device Read
)uestions?
;all 717-232~1811 or write to UGI at
~0 BOX 13009
~eadin9, PA 19612-3009
four current UGI charges include
State taxes tetaling $ 3.54.
.;PT 213 159 7445 20 1
Average CCF Par Day
4.90
4.41
3.92
3.43i
2.94
2.45
1.96
1.47
0.98
0,49
0.00
2003 Months 2004
Past Bill Information - UGI Utility
The account balance on your last bill was ................ $ 89.59
Thank you for your payment of ..................................... -89.59
Your balance as of 01/20/2004 ................................... 0.00
213 159 7445 20
Current Bill Information - UGI Utility
Customer Charge.............................................................. 8.55
Commodity Charge ( 95 CCF at $0.74695) .............. 70.96
Distribution Charges [First 50 CCF at $0.35200) ... 17.60
Distribution Charges (Next 45 CCF at $0.28756) .... 12.94
PA State Tax Surcharge .................................................. -0.17
Total Current Charges - UGI Utility ............................... 109.88
UGI Utility charges awed this bill ..................................................................................
$109.88
Totat A~ueunt Due, Please Pay by Due Date (0Z/13/2004) .....................................
Meter Information - Next Read Date March 17, 2004
$109.88
Meter Number Previoas Reading Present Reading CCF Used
1322400 740 (estimated) 835 (remote) 95
Messages from UGI
· Your current price to compare is $ 0.74699/CCF.
"Your total annual usage is 601 CCF. Your average monthly usage is 50 CCF.
· We can make your energy costs easier on your budget with our 12 month Budget Billing
plan. Your monthly payment would be approximately $ 66.00. For more information
about this plan call UGI.
· Help prevent pipeline damage, accidents and service disruptions, if you see someone
digging near your home please call UGt.
· = Estimated Usage
Last This
Average Year Year
CCF/day 3.10 3.06
Daily temperature 33°F 32°F
If you pay at a payment agent please take your entire bill. Make check payable to UGI.
Keep this part for your records. Important information is on the back of this bill,
UGI Utilities, Inc.
Post Office Box 13009
Reading, PA 19612-3009
CPT 213 1597445 20 1
Please pay by the due date
to avoid the late charge.
Please return this portion
with your paymenL
h,,llh,,lih,,h,,llh,,,,,llh,h,hh,h,h,,llhh,h,,ll
MILDRED E WILBERT
)lg GEARY AVE
IF
NEW CUMBERLND PA 17070
280
$ 109.88
HRS~O ]EgELERS
, ~.~_~'-
NE~ CU~E~L~NO P6 1707~
CAE~ NU~8~.: A44!71~84~8.~..~7
~ E~Z%~Tt~, : ~
iNVOICE N~ .: L:L?~85677 ~ ~ ~
TOT~_ .... :
AUTN C0[E : : 08~4&2
P,£TAL~ ~N~.S COPY
TOP COPY-~£RC~N~ ~OTTO~.
RM100472-0900
} PNCBAlXK
Your account was DEBITED for the following reason:
(~ accost 53.40084798
Branch adjuslment (branch name).
Account Number
5140084798
FilemD [ L
AMOUNT $ 572.87
040
PlO _~, l~tion~l ilIOCiation
DONNA R. MCCARTHY
310"~0 HARBOR LANE
pAINTER VA 23420-3119
GLENDA STRASBAUGH
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE
CARLISLE PA 17013-3387
)onna McCarthy u.s. POSTFIGE
70 Harbor Ln.
ter, VA 23420 j~. 23306
oooo
17013 00015276-02
Register of Wills
Cumberland Courthouse
1 Courthouse Square
Carlisle PA 17013-3387
L
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
Will
Admin. No.
To the Register:
I certify that no. tice of (beneficial interest) estate administration required by Rule 5.6(a). of lhe Orph/ans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on ~, ,~ .7 /C~ ~ :
Name Address
,~-,.~,., ~ ~ ~.f,,.., .^. ,,74._ ~ 't-"~ff~ )
I
Notice has now been given to all persons entitled thereto ~~exc~P
Date:
Name
Address j/O/tO
Teleph°ne(~'n~ 99 2
Signature
Capacity: ~ Personal Representative
Counsel for personal representative
BUREAU OF INDTVZDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COHNONHEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DONNA R HCCARTHY
$1070 HARBOR LN
PAINTER
VA~.,Z$~ZO
DATE 07-05-200~
ESTATE OF NZLBERT
DATE OF DEATH 01-26-200~
FILE NUMBER 210R-01Z1
COUNTY CUMBERLAND
ACN 101
I Amoun~ Ramie{ad
REV-lOlit? EX AFP Col-ns)
NZLDRED E
HAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS L];NE ~ RETAIN LO#ER PORTION FOR YOUR RECORDS ~
REV-l$47 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR
DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NTLBERT HILDRED E FILE NO. 21 0~-0121 ACN 101 DATE 07-05-200~
TAX RETURN NAS: (X} ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS;:
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Sohadula A) (1)
2. Stocks and Bonds (Schedule
3. Closely HaZd Stock/Partnership Interest (Schedule C) (3)
~. Hortgeges/Notas RacaivabZa (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ($)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. TotaZ AssaYs
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensas/Adm. Costs/Hisc. Expanses {Schedule H) (9)
10. Debts/Hortgaga Liabilities/Liens (Schedule Z) (10)
11. Total Deductions
12. Nat Value of Tax Return
6/265.67
8/956.31
.00
.00 NOTE: To insure proper
.00 credit ~o your account,
.00 suba/t the upper port/on
.00 of this form wi~h your
tax payment.
(8)
3,005.23
13.
lq.
NOTE:
ASSESSMENT OF TAX:
15. Amount of L/ne 1~ at Spousal rata
16. Amount of Line lq taxable at Lineal/Class A rata
17. Amount of Line 1~ at Sibling rata
18. Amount of Line 1~ taxable at Collateral/Class B rata
19. Princ/pal Tax Due
TAX CREDITS:
PAYMENT R~CEIPT
DATE NUHBER
0~-28-200~ CD00587~
15,219.98
DISCOUNT (+J
INTEREST/PEN PAID (-)
(15) .00 X O0 = ,00
(16) 10,~70.05 X 0~5= ~71.15
(17) . O0 X 12 = . O0
(18) .00 x 15 = .00
AMOUNT PAID
PAYMENT HUST BE MADE BY IO-Z6-ZOOR~.
(19)= ~71.15
.O0
c~R7.59
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL ZNTEREST.
TOTAL TAX CREDIT I RR7.59
BALANCE OF TAX DUE( 23.56
INTEREST AND PEN. . O0
TOTAL DUE 23.56
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUEL
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR /NSTRUCTZONS.)
Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) . O0
Net Value of Estate Sub.~act to Tax (lq) 10,q70.03
:;f an assesseent was issued previously, 11nes la, 15 and/or 16, 17, 18 and 19
reflect figures that include the total of ALL returns assessed to date.
1~7~.72
(11) ~.7~.95
(1;) 10,~70.05
RESERVATION:
Estates of decedents dying on or before December 12, lgBz -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To ~uifill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z5 of ZO00o (7Z PoS.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILES, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office
of the Register of Wills, any of the Z5 Revenue District Offices, or by calling the special Z4-hour
answering service for fores ordering: 1-800-36Z-IDS0; services for taxpayers with special hearing and / or
speaking needs: 1-BOO-447-50ZO (TT only).
Any party in interest not satisfied with tho appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 2BIOZi, Harrisburg, PA 171ZB-IOZI, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered an this assessment should bo addressed in eriting to: PA Deportment of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (5} calendar months after the decedent's death, a five percent (5Z) discount of
the tax paid is allowed.
Tho 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in tho same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one il) day from tho date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000164. AIl taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate ~hich Hill vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 19BI through ZOO4 are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ lOX .00054B ~'~'8-1991 Ill .000501 ~-~ 9X .000Z47
1985 162 .000458 1992 9Z .000247 ZOOZ 6Z .000164
1984 llZ .OOO$O1 1993-1994 7Z .OOOlgZ ZOOS 5Z .000137
1985 15Z .OO05S6 1995-1998 92 .000247 2004 4Z .OOOllO
1986 lOX .O00Z7q 1999 7Z .00019Z
1987 IOZ .000Z74 ZOOO 7X .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELXNQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
Donna R. McCarthy
31070 Harbor Lane
Painter VA 23420-31 t9
July 8, 2004
Cumberland County Courthouse
t Courthouse Square
Carlisle PA t 70t 3-3387
RE Estate of Mildred E. Wilbert
21 04 0t21
Attn: Jacky
Per our phone conversation this morning, I am enclosing a copy of the postage
receipt when the taxes were sent for the above-mentioned estate.
I had asked previously regarding the date noted on paperwork I had received
following the filing of this inheritance tax. I was never told that you did not have
a date of sending on the envelope. I had told the postmaster who took the
envelope that it was tax paperwork and needed to show the date it was going
out. I am sorry this did not happen.
I would appreciate your correcting your records to show the correct date the
paperwork was sent so that the discount teken is applied. The present date on
the records is the date of receipt of the paperwork.
I can be reached at 757 442 6258 if you need additional information.
Thank you for your help in this matter.
Donna R. McCarthy, executor
Estate of Mildred E. Wilbert
-'~, U.S. POSTAL SERUICE ****
I)EU_E HA~N 23386
510672 54.80
THEL~ # 02
W+-26--~4 16: 30: 21
CUSTOMER RECEIPT
POST UAL IMP
TOTAL
CA~ T
2.44
2.44
2.44
THANK YOU ~*~
BUREAU OF INDZVTDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8060!
HARRISBURG, PA 171Z8-0601
DONNA R MCCARTHY
31070 HARBOR LN
PAINTER
VA Z3qZO
COMHONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ZNHERZTANCE TAX
STATEMENT OF ACCOUNT
DATE 07-19-ZOOq
ESTATE OF WILBERT
DATE OF DEATH 01-Z6-Z00~
FILE NUHBER 21 0~-0121
COUNTY CUMBERLAND
ACM 101
Amoun'k Remi~ed
REV-lgD7 EX AFP (01-05)
MILDRED E
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper cred/~ ~o your account, submi~ ~he upper portion of ~his form wi~h your ~ax payment.
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) ~a~ ZNHER'rTANCE TAX STATEMENT OF ACCOUNT ~
ESTATE OF WILBERT MILDRED E FILE NO. 21 0q-0121 ACM 101 DATE 07-19-ZOOq
THTS STATEMENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACM TN THE NAMED ESTATE. SHO#N BELON
TS A SUMMARY OF THE PR/NC/PAL TAX DUE, APpLTCATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND:, IF APPLTCABLE.,
A PROJECTED TNTEREST FTGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-05-200q
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
q71.15
PAYMENTS CTAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
Oq-Z6-ZOOq CDOO387q 23.56
IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYMENT 1S REQUIRED.
ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
TOTAL TAX CREDIT
q71.15
.00
BALANCE OF TAX DUE
INTEREST AND PEN. .00
TOTAL DUE .00
YOU NAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR ZNSTRUCTTONS.
Cumberland County - Register Of Wills
One Courthouse Sauare
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/16/2005
MCCARTHY DONNA S N/K/A
31070 HARBOR LANE
PAINTER, VA 23420-3119
RE: Estate of WILBERT MILDRED E
File Number: 2004-00121
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:
1/26/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
I 0" ~.:.e - ,If)
.U"J .I [,;z;,. -',)11 ; q. M,;dP'~-y.IC,
~'-' v(;vvrI'L!,-U ',..../ /t"
GLENDA FARNER STRASBAUGd!
REGISTER OF WILLS
cc: File
Counsel
Judge
\fJ/
~J;J
~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: /'vi; ( 4' ReeL E WI' ( her}
1!;Ze,!o{ ,
l
Estate No.: d / <9 ~-~ 0 I :2..1
Date of Death:
.
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 "!pether administration of the estate is complete:
Yes r:p- No Dt
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 tp No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state &'"1 account informally to the pa.."iies 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
#!JattaChed to this report. ~
Date: D G ,I] ~~ 211 cJI~{
(Ii · SIgnature
:z -- J IY\ ~ -:' ~ l' 1./
~11 / ,--.00 ,J cJ Ii 7?- fi- e-(}.frQ rt'lJ.j
_~_t'1~/!of j Nam V
?+<- <--(hI^"- \f\l-", ".J 0;):4 ( S!o ci(-jr".J 7( If..
()-!cV'-'"' Addre <=.,oWl 0 ~L ~f1 d.1?{ S
('
Telephone No.
Capacity":
me,:s0ilal Representative
W Counsel for personal representative
~~