HomeMy WebLinkAbout03-01-10
J 1505607120
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue county code veer Flle NumEer
Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 9 0 2 6 5
PO BOX.280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
179 05 3451 O1 25 2009 06 30 1908
Decedent's Last Name Suffix Decedent's First Name MI
SANKEY WILLIAM A
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL INAPPROPRIATE OVALS BELOW
X^ 1. Original Return ^ 2. Supplemental Return ^ 3, Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ qa. Fatale Interest Comlxanbe
^ 5. Federal Estate Tax Return Required
d
t
(
a
e or death aver t2-t2-e2)
6. Decedent Dled Taslate
(ANadi Copy of wllp ^ ~ Decedent MelMeined a Living Trust $. TOtal NUmbef Of Safe De
(Attach Copy of Tnisl) posit Boxes
9. Litigation Proceeds Received ^ t G• yep0tw eoiz~ i e~crt~de95or death ^ t t. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
RICHARD J. EMBERY 215 663 900
m :3'~i`-
Firm Name pf Applicable) ,,
EMBERY, OUTTERSON & FUGES REGISTER US~ILY •`;'
I
Flret line of address ~ -- ~ .a i-~
~.
300 HUNTINGDON PIKE ~ ~. `-: ;`;~
_ -„
Second line of address O ~ +''
~-1 :. ~
r ~:s
N
City or Post Office DATE FILED
State ZIP Code
ROCKLEDGE PA 19046
Correspondent's e-mail address:
Under penalties of perjury, I declare that 1 have examined this return, InGuding accempartying schedules and statements, and to the best of my knowledge and belief,
ft is true, correct and complete. 'on of preparer other than the personal representative la based on all information of which preperer has any knowledge.
SIGNATURE OF PERS FILING RETURN DATE
c rd J. Embery o2 ~~ d
172 Lookout Lane, Willow Grove, PA 19080
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
Richard J. Embery
ADDRESS
300 Huntingdon Pike, Rockledge, PA 19046
Side 1
L 1505607120 1505607120 J `~~
Y`
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
Sankey, William A. 21-09-0265
Under penaRies of pery'ury, I declare that I have examined this return, inGuding accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information
of which preparer has any knowledge.
Signature #2
Name
Address1
Address2
city, state, zip
Date
\.._\~r.~\~. ~.I,Jw.,~ 1 ~~.~
Elizabeth S. Whitlock
5008 Kylock Road
Mechanicsburg, PA 17055
v
J
1505607220
REV-1500 EX
oecaaerrt~s Name: William A. S a n k e y
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 LiabilRies, & 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/Sec 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
0 . 0 0
(a)(1.2) X .00 15.
16. Amount of Line 14 taxable 2
3 5 8
9 4 2
8 1 16
,
,
.
at lineal rate X .045 .
17. Amount of Line 14 taxable
Q , 0 0
at sibling rate X .12 17.
18. Amount of Line 14 taxable
0 . 0 0
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 1505607220
Side 2
Decedent's Social Security Number
179 05 3451
1,805,057.60
202,366.22
427,200.71
2,434,624.53
74,850.4.3
831.29
75,681.72
2,358,942.81
2,358,942.81
0.00
106,152.43
0.00
0.00
106,152.43
1505607220
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-09-0265
DECEDENTS NAME
William A. Sankey
STREET ADDRESS
325 Wesley Drive, Apt. 109
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interesf/Penalty if applicable
D. Interest
E. Penalty
100,000.00
5,263.16
12.37
Total Credits (A + g + C)
(1) 106,152.43
(2) 105,263.16
Total InterestlPenatty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Cheek twx on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(3) 12.37
(4)
(5) 901.64
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (56) 9 01.6 4
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 properly trensferred :.................................................................................. ^
b. retain the right to designate who shall use the property transferred or its income :.................................... ^ 0
c. retain a reversionary interest; or .................................................................................................................. ^
d. receive the promise for life of either payments, benefits or care? .............................................................. ^
2. If death occurred after December 12, 1962, did decedent transfer property within one year of death without
receiving adequate considerationT ....................................................................................................................... ^ x^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... [] ^x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
wntains a beneficiary designation? ...................................................................................................................... ^
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 nei 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 exempt 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 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A
sibling is defined under Section 91D2, as an individual who has at least one parent in wmmon with the decedent, whether by blood or adoption.
Rev-750.1 FJC+ (8-9E)
SCHEDULE B
STOCKS 8t BONDS
COMAONWFALTN of vENNSVwnNw
INNERRANCE TA%RETURN
RESIDENT DECEDENr
ESTATE OF (FILE NUMBER
Sankey, William A. 21-09-0265
All property JolMly-owned with rlgM of aurvlvorehip mwt ha dluloted on Schedule f.
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
1 1,000 shares of American Intl Group Inc. 5.81 6,810.00
2 500 shares of AT&T Inc. 25.025 13.012.50
3 1,000 shares of BP PLC 41.104325 41,104.33
4 500 shares of Central VT Pub Svc. Corp. 22.35 71,180.00
5 114 shares of Citigroup Inc. 3.4025 387.89
6 500 shares of Coca Cola Co. 42.42975 21,214.88
7 1,000 shares of Consolidated Edison Inc. 40.21 40,210.00
8 250 shares of Constellation Energy Group Inc. 25.505 5,551.25
9 1,000 shares of Corporate Backed Tr Ctfs 15.7375 15,737.50
10 800 shares of Corte Tr Gen Elec Cap Corp Nts 20.4775 15,382.00
11 7,500 shares of Exxon Mobil Corp. 78.155 585,152.50
12 5,500 shares of FPL Group Inc. 48.085 312,552.50
13 9,255 shares of General Electric Co. 12.47 115,534.55
14 500 Units Hancock John Invs Tr-Mutual Fund 13.305 5,553.00
15 3,000 shares of Johnson & Johnson 55.05 168,180.00
Total of Continuation Schedule See attached page
TOTAL (Also enter on Line 2, Recapitulation) 1,805,057.50
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev160J FJ(. (9.99)
' SCHEDULE B
STOCKS 8~ BONDS
continued
CDAfAONWEALTN OF PENNSVLVANw
INNERRANCE TAX RETURN
RE99)ENT DECEDENT
ESTATE OF FILE NUMBER
Sankey, William A. 21-09-0265
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
16 1,200 shares of Kinder Morgan Energy Partners 49.78 59,736.00
17 3,000 shares of Merck & Co. Inc. 28.0325 84,097.50
18 666 shares of New York Cmnty Bancorp Inc 12.275 8,175.15
19 11,000 shares of Pfizer Inc. 16.4725 181,197.50
20 600 shares of PNC Finl. Svcs. Grouping 30.33 18,198.00
21 500 shares of Royal Dutch Shell PLC 48.765 24,082.50
22 400 shares of Satums Cr Suiss 1st Bstn 20.11 8.044.00
23 1,000 shares of SouthernCo 34.775 34.775.00
24 12,000 Bank One Corp Med Tm Subnts BE 6% ', 12.000.00
25 15,000 GMAC LLC 7.75% i 12,979.05
i
TOTAL (Also enter on Line 2, Recapitulation) 1,805,057.60
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-760! E7I+ (6.98)
SCHEDULE E
CASH, BANK DEPOSITS, ~ MISC.
PERSONAL PROPERTY
conaAONw~EnurH of eEra~9nvwla
INHERITANCE TPX RENRN
RE9DENT DECEDENT
ESTATE OF FILE NUMBER
Sankey, William A. 21-09-0265
Include the proceeds of ti00etion and the date the proceetla were received by the estate.
All property Jolntlyoxmsd with Me dpM or survlvoreMp must bs dlselosad on schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Cash on Hand -Oppenheimer Income Check 893.75
2 John Herr Trust-Distribution 692.11
3 Citizens Bank-Checking Acct. #610070-171-9 966.76
4 Citizens Bank-Money Mkt Acct. #610090-226-9 90,075.97
5 Oppenheimer Money Market Fund 12,318.06
6 PNC Bank-Money Mkt. Acct. #50-0579-8181 88,718.22
Accrued interest on Item 6 through date of death 85.39
7 1978 Cadillac 4,500.00
8 2008 PA401ncome Tax Refund 66.00
9 Asbury Communities-Resident Refund 1,027.19
10 Avalon Insurance Company-Return Premium 44.60
11 Ohio Casualty Auto Ins.-Return Premium 54.17
12 Travelers Insurance-Refund 108.00
13 U. S. Treasury-20081040 Income Tax Refund 2,816.00
TOTAL (Also enter on Line 5, Recapitulation) I 202,366.22
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software ony The. Lackner Group, Inc. Form PA-7500 Schedule E (Rev. 6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS ~
MISC. NON-PROBATE PROPERTY
CWagNVVEALTH OF PENNanVANw
INMERRANCE TAX RETURN
RE9IDFM DECEDENT
ESTATE OF FILE NUMBER
Sankey, William A. 21-09-0265
This schedule must he completed end filed if the anaWlf to any of quea0ona 7 through 4 on the reverse aWa of Ofe REV-1500 COVER SHEET is yes.
ITEM
NUMBER DESCR
INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH
VALUE OF ASSET %OF DECD'S
INTEREST FxcLUSION
(IF APPLICABLE) TAXABLE
VALUE
1 Trust UNiI of Elizabeth J. Sankey - 427,200.71 427,200.71
2650 shs. ATBT Inc. $68,966.25
2000 shs. Exxon Mobil $156,310.00
315 shs.FPL Group Inc. $15,146.77
2680 shs.General Elec. x33,419.60
1000 shs.Progress Energy $39,160.00
100 shs. Taco Energy $11,932.50
1000 shs. US Stl Corp x30,400.45
1000 shs. Bank of Amer. x16,505.00
500 shs. Corp. Backed TR x11,932.50
1000 shs.JP Morgan Chase Cap $17,417.50
500 shs. Kinder Morgan Energy x24,890.00
OppenheimerMoney Market Acct. $1,120.14
TOTAL (Also enter on Line 7, Recapitulation) I 427,200.71
(If more space is nestled, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1600 Schedule G (Rev. 6-98)
REV-1161 EX+t10-08)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Sankey, William A. 21-09-0265
ITEM DESCRIPTION AMOUNT
NUMBER
A. ~ FUNERAL EXPENSES:
See continuation schedule(s) attached
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name(s) of Personal Representative(s)
Richard J. Embery Elizabeth S. Whitlock - 5008 Kylock Road
Mechanicsburg, PA 1
Street Address 172 Lookout Lane
City Willow Grove state PA Z;p 19090
Year(s) Commission paid 2009 & 2010
See continuation schedule(s) attached
2. Attorney's Fees Embery, Outterson 8~ Fuges
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
COY State Zip
Relationship of Claimant to Decedent
4. ~ Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
11,215.73
53,000.00
8,200.00
1,629.23
745.00
7. Other Administrative Costs 60.47
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 74,850.43
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06)
- SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Sankey, William A. 21-09-0265
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Old Village Reataurtant-Funeral Luncheon 625.21
2 Olde Towne Florist-Funeral Flowers 132.50
3 Parthemore Funeral Home-Funeral Service 8,938.02
4 Whitemarsh Memorial Park-Interment 1,520.00
H-a subtotal 11,215.73
Personal Representative Commissions
5 Elizabeth S. Whitlock-Executrix Commission 26,500.00
6 Richard J. Embery-Executor Commission 26,500.00
H-B1 subtotal 53,000.00
Other Administrative Costs
7 Administrative Costs - 60.47
Supplies 548.43
Postage 512.04
H-B7 Subtotal 60.47
Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-7500 Schedule H (Rev. 6-98)
Rev-1612 EX* (12-0!)
ry SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8r LIENS
COAfAONNIEALTH OF PENNSTLVMIIA
INHERrrANCE TA% RETURN
REti~ENT ~`CEDENT
ESTATE OF FILE NUMBER
Sankey, William A. 21-09-0265
Report dsbta Incurred by the decedent prior to Matlt Mat nmalne0 unpaid at the data o! Meth, Ineludinp unMmhurssd madleal eapsneea.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Alert Pharmacy Services 23.89
2 Citizens Bank Checking Acct. Checks outstanding as of D/O/D 381.26
3 Continuing Care RX-Balance Due 54.99
4 Hampden Physician Associates-Balance Due 65.70
5 Heritage Medical Group-Balance Due 69.30
6 Lower Allen Twp: 2009 Personal Tax 9.80
7 Ohio Casualty Auto Ins.-Balance Due 226.35
TOTAL (Also enter on Line 10, Recapitulation) I 831.29
(If more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08)
REV-1615 EX+ (11-0E)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
aanKey, vrunam w. 21-08-0 265
NUMBER NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
($$$)
Do Nat List T s
I~ TAXABLE DISTRIBUTIONS [include outright spousal
distributions and transfers
under Sec. ~116(a)(1.2))
1 Trust U/W of William A. Sankey FBO Trust Residue
Elizabeth S. Whitlock, Daughter
300 Huntingdon Pike
Rockledge, PA 19046
2 Trust UNV of William A. Sankey FBO Willia Trust 5200,000.00
K. Whitlock, Jr., Grandson
300 Huntingdon Pike
Rockledge, PA 19046
Total
Enter dollar amounts for distributions shown above on lines 5 through 18 on Rev 150 0 cover sheet, as appro priate,
III NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
BE IT REMEMBERED, that I, WILLIAM A. SANKEY, of Mechanicsburg,
Cwnberland County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my last Will and Testament,
hereby revoking and making void all former wills by me at any time made.
FIRST: I order and direct that all my just debts and funeral expenses shall be
paid as soon as conveniently maybe after my decease.
SECOND: I give and bequeath the sum of TWO HUNDRED THOUSAND
($200,000.00) DOLLARS to my Tnutees, in Trust for my grandson, WILLIAM K
WHITLOCK, JR, to keep it invested and to distribute the net income therefrom and the
principal itself as follows:
1. To pay my said grandson the net income thereon.
2. Upon the death of my grandson, WILLIAM K WHITLOCK, JR the
Trust shall continue for the benefit of my great grandson, WILLIAM
K WHITLOCK, III and my great granddaughter, CATLIN A.
WHITLOCK, equally, share and share alike, to keep it invested
and to distribute the net income therefrom and the principal itself as
follows:
A) To pay my said great grandchildren the net income thereon.
B) When my said great grandchildren, obtain the age of Twenty-
five (25) years, their respective Trust shall terminate and the
principal and, any income accumulated thereon shall be
.., ..
distributed to my said great-grandchild.
C) In the event either mygreat-grandchildren shall die during the
term of their respective Trust, the Trust shall continue for
their issue, equally, share and share alike, under the same
terms and conditions.
D) In the event either my great grandchildren shall die during the
term of their respective Trust, leaving no issue to survive, their
Trust shall continue for my surviving great-grandchild, under
the same term and conditions.
THIRD: All the rest, residue and remainder of my estate, real, personal and
mixed, of whatsoever kind and wheresoever situate, I give, devise and bequeath to my
Trustees,. in Trust for my daughter, ELIZABETH S. WHITLC~CK, to keep it invested and
to distribute the net income therefrom and the principal itself as follows:
1. To pay my said daughter the net income thereon.
2. Upon the death of my said daughter the Trust shall terminate and the
principal and any income accumulated thereon shall be distributed as
follows:
FIFTY (50%) PERCENT to my Trustees, in Trust for my
grandson, WILLIAM K WHITLOCK, JR, Pursuant to
the terms set fourth in this Will for the benefit of my
grandson.
::, .
FIFTY (50%) PERCENT to my grandson, ROBERT H.
WHITLOCK; and if deceased then to my great
granddaughter, KARLEE WHITLOCK and my great-
grandson, TREVOR WHITLOCK, equally, share and
share alike.
FOURTH: All Federal Estate, State Inheritance Tax and other death taxes
payable because of my death, with respect to the property fornvng my gross estate passing
under this will, including any interest or penalty imposed in connection with such tax,
shall be paid from my residuary estate, before its division into shares, in the same manner
as an administrative expense.
FIFTH: I nominate, constitute and appoint my daughter, ELIZABETH S.
WHITLOCK and RICEIARD J. EMBERY, Executors of this my last Will and Testament
and Trustees of-the Trusts herein created. In the event either my daughter, ELIZABETH
S. WHITLOCK or RICHARD J. EMBERY, shall predecease me, is unable to act or dies
during the administration of the estate, or during the term of the Tnut, then I nominate,
constitute and appoint CHRISTINE EMBERY WALTZ, Executrix and Trustee in their
place and stead. I order and direct that my Executors or their successor shall not be
required to file bond to qualify or serve as Executors in any jurisdiction.
IN WITNESS WHEREOF. I have hereunto set my hand and seal this
f ~ day of , A.D. 2007.
L!1 >~1~1 ~D~rv' A- ~~ (SEAL)
WIL~:IAM A. S ~Y -~~ .. .
Signed, Sealed, Published and declared by the above named Testator as and for
his last Will and Testament in the presence of us, who at his request, in his presence and
in the presence of each other, have hereunto subscribed our names as witnesses.
e0
Citizens B~nk°
Account Number 6100701719
Account Title WILLIAM A SANKEY
Date ned 2/13/1974
Account T Checkin
Princi al Balance as of DOD $966.76
Interest from Last Postin to DOD $ .00
Account Balance as of DOD $966.76
YTD Interest to DOD $ .13
APR. 21. 2009 3:23PM
N0.48 ? P. 12
Account Number 6100902269
Accotmt'Title WII,.LTAM A 3ANI~Y
~ ~ 6/13/1994
Account C
princi~ Balance as of DOD $90075.97
Interost from Y.ast Po to DOD $ .00
A.ccouat Balam~x as of DOD $90075.97
y~ ~ ~ pOD $198.57
Apr, 8. 2009 12:41 PM
PNC BANK 412-705-2747
~PiVC
LEdOW6TEiEMfAY
Apri18, 2009
Etubery, putterson 8c Fuges PC
Rich~I Embery Esq
300 Huntingdon Price
Rocklcdge, PA 19046-4445
Rlr: Name: William A Sankcy
SSN: 179-OS-3451
DOD: 0}-25-2009
Dear Mr. Embery:
No, 13 9 P, 1/1
In response to your request for Date of Death (DOD) balanccs for the customer noted at ova, our
records show the following:
$wings Account .
Accoutrt # 5005798181 Established: ?9-17-2008
WILLIAM A SANKEY
DOD balance: 588,718.22 + 85.39 accrued interest
Interest paid 01-01-2009 thru 01-25-2009 5273.99 YTD
Please note that this officc providos date of deatb balances for deposit accoums (IRAs, CDs, C>H :cking end
Savings). We do not Process :ny fisa^ciel tr~anaactiona or provide atatesgenb..If you recd . usistamcc will.
any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC :3ank branch
office.
Sincerely;
National Financial Services Center
PNC Bank, N.A.
Member FDIC
Page 1 of l
i ~, `i ~~ ..,;,,mar„
e ^^^kkk
/~ r".
Fr
l
~I' 'II
i~
C ~
f
W
~r
Q
rte- C+'1
~"i ~ d ~"~
Hacno
za ~
~ H W H
O 3 ~
U ~ 6
fs. O F4
pox
z F
~~xw
aw~a
xHOcn
W cnUH
W ~ 6
Uo;OU
LAW OFFICES
EMBERY, OUTTERSON & FUGES, P. C.
A PRO FESSIO N4L CORPORATION
RICHARD J. EMBERY 300 HUNTINGDON PIKE
CM RI9TINE EM®CRY WALTZ RDCKLEDGE. PENNSYLVANIA 19046-4445
( 215) 663- 9005
FAX (215) 663-8283
February 24, 2010
Cumberland County-Register of Wills
One Courthouse Squaze
Cazlisle, PA 17013
Re: Estate of Wi1Gam A. Sankey, Decd
FYIe No. 21-09-0265
D/O/D 01/25/2009; SS #179-OS-3451
Deaz Ms. Strasbaugh:
JOSEPH R. EM2IERY 1e93-ID3e
CLARENGE E. OUTTER90N Ip13-Ip27
FRED ERICIt C. FUDE9 I p I7-1943
JD3EPN R. EM CRY, JR. Ip2~-Ip70
JOSEPH R. EM2ICRY, ~ 196•!-LOOT
I am Co-Executor of the Estate of William A. Sankey, Deceased. Enclosed are the
Inventory and Inheritance Tax Return for the above estate which were returned to our office with
the bill for the filing fee. Enclosed is the $30.00 check. Kindly acknowledge receipt of the
Inheritance Tax Return by date stamping and returning the enclosed copy of the first page of the
tax return.
Very truly yours,
Y
Enc.
RJE:jm
N
e~
~
,
m A
~ f ' .:L'J
t'1"~ 7'
_• ~ i`~
~~
O a
~
-
A
r
tv
s
o.
tua ~,.~.,. w ~ 2.:£d~i#x. fi ~,r&St'.~s','+su~nv'€~s:al.ann~. d.k
i