HomeMy WebLinkAbout01-0441
WillRW 21-1
Howard C. Sankey
Estate of.........................................................................................
Howard Charles Sankey
also known as .......... ............... .... ......... ................................... .......
PETITION FOR PROBATE and GRANT OF LETTERS
No. ....dJ::-:..Q.~.:..4~ \
To: RONALD HOLT
.........................................................................................................
Register of Wills for the
County of Montgomery in the
Commonwealth of Pennsylvania
............................................................................ ........ , Deceased.
Social Security No. ....... ~.? ~:~. 9.1 .:J.~}? ......... ................. ..... ......
The petition of the undersigned respectfully represents that:
Your petitioner(s) is/are 18 years of age or older and the execut ....?!...........named in the last will of the above
decedent, dated ....... ..~.p.!.~.~..}.g.!... .~.~?.?............................ ....... and codicil( s) dated ......................................
.r-:
.........................................................................................................................................................................................
.........................................................................................................................................................................................
..............................................................................................................................................................................................................
(State relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Montgomery County, Pennsylvania, with h J..~.... last family or principal
residence at ............. 5.Q.Q 8.. .Ky.1Q.~ k.. EQ 9. ~:L...J:1~$;.h9.n.i. ~.~ J:;m~K....................................... ...............................
.......................................................................................................................................................................................................................
(List street, number and municipality)
Decedent, then .....~.?........ years of age, died .............................................!.\P.E~~...??....................... 20 ...~.~.
at .......................... gg.1y...? P."! !'.~.t. ..~fl.~ P. ~.t:: ~~.................................. .................... ................................................
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after
execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent:
...........................................................................................................................................................................................................................
Decedent at death owned property with estimated values as follows:
(If domiciled in P A) All personal property $ .........!.?9.....9.g.9..:.Q.9..........
(If not domiciled in P A) Personal property in Pennsylvania $ ............................................
(If not domiciled in P A) Personal property in County $ ............................................
f I . $ -0-
Value 0 real estate in Pennsy vama ............................................
situated as follows: .. ..................................... ............................................ .............................................................. .......
...................................................................................................................................................................................................................................
.........................................................................................................................................................................................................................
WHEREFOR, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented
. testamentary
hereWIth and the nt of letters ............................................. ......... ...... .............................. ....... ................. ..... thereon.
(Testamentary: administration c.la.: administration d.b.n.c.t.a.)
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......................................
.....................................................................................................
.........................................................................................................
....................................................................................................
illow Grove PA 19090
........ ............................ .1........................................
...........................................................................................................
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II... _ ~::::> f2' - '1
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA} SS
COUNTY OF>MOO'J~x
CUMBERLAND
The petitioner(s) above-named swear(s) or affinn(s) that the statements in the foregoing petition are true and
correct to the best of my knowledge and belief of petitioner( s) and that as personal representative( s) of the above
decedent petitioner( s) will well and truly administer the es te a cord' g to
Sworn to or affinned and subscribed.
before me this ,..........~~.~......... day 01"-
~................. ;11)............. 20 .%:.
. ........~.~AJrn
Deputy Register
MA CLEWIS
. It..................................................... .........................
rn
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No. ..........l J.. .::.. .9. J...::.. ~ .4. J...................
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Estate 6f ..?~~~"E.~...g.:....~~p.}f~y....E?:!.~l!'!-..JI9.~~.!g....9.h.~E1.~~....$.~g~~ ,)Deceased
-~. t'-!.
-~DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, .................t1~.Y..},......................................... 20 ..9J.... , 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 ................ .~P.."E .~~...~ 9?... ..12.~.?.......................................................................................................................... ,
<....
described therein be admitted to probate and filed of record as the last will of .............................................~..............
............................ H. Q~ ~ f. ~t. .g.:....? .~m~~.y.. ...9-itl.9,. ..~.9.W ~ ~ r. .9.. Ih 9 r..1.~.?. j .~. D. K ~y.................................................. ;
Testamentary
and Letters ................................................................................................................................................... ..................
are hereby granted to ... ........... ... ............. ............ ............. ............~j..c;.h~.r.g.....J..~...gwJ?~.r.y...... ....... ............ ..... .........
........................................................................................................................................................................................
FEES
Probate, Letters, Etc. .............. $ ...A:4.?:.QQ...........
Short Certificates ( 10 ) ....... $ .....).9.:.9.9............
Renunciation .......................... $ ............................
lnv. & Tax Fonns ................... $ ............................
,
Cxo~~bs:ion ........................... $ ........j':.OO...........
J C P TOTAL ............... $ ........5...0.a...........
Filed ... .t1~ Y...;~.~...? Q 9.~......................~? ~.: 9.9............
Mailed letters to attorney on 5-4-01.
~. . .. ...@~.L..~.a&.m' .
Register olwil/s
MARY CLEWIS
Richard J. Embery, Esq. #56267
..............................................................................................................
ATTORNEY (Sup. Ct. I.D. No.)
..J.Q.O'.J:hJntJngg9.D...J.)J.~!?L..Bg.~.~J..~gg,~..!. P A
ADDRESS 19046
....~.?~.?). ...?~.~....?.9.9..?............ ............. ............ ..... .... .........
PHONE
HI05.805 REV 9/86
This is to certify that the 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 ro the State Viral Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
~:::I~
Fee for this certiflcate, $2.00
p
7296246
APR 11 2001
Date
5.143 R..... 2/87
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
I<lAME Of DECEDENT (F... """.l.all)
I. HOWlVld C. Sanke
AGE (L..1lil1I>dayj UNOeIIl YEAR
_ o.lW
SEX
STR&: FILE. NUMBER
SOCIAL SECURfl'f NUMBER
89 Vro
COUNl'f OF OERH
Cumbvr..ea.n.d
UNOeIIll111r
-1-
DATE Of IIIIITH
IM"""'.~. _I
DECEDENTS
ACTUAL
RESIDENCE
(See""""""'"
on QCh. SKi.)
17.. Stale
=..vI 0
RACE '_Indian. _ WIll.. 00:.
(SpGy) WhUe
IlL
MARITAL STATUS. Mamed SUA'JIVlNG SPOUSE
Nevet ~6ed~. 'U """e. gMI mald8n name)
". W-idowed
17'.0 ....__In LoWVt Allen.
Iwp.
KINO Of 8USlNESS/lNOUSTRV
l1b.
Cumbvr..ea.n.d
DHI
-
/Min.
-1Wlip?
2211.
lb the b.- 01 my knowledge. death occurred at 1he bme. dal. and place 51ated.
(SignBMe and Titlel
ciIy-.,.
21ct.
21<1.
PERSON ACTING AS SUCH
EANO_SSOf
2Zc.
4100 JONEG'i'OWN ROAD
LICENSE NUMBER
(MonOI\. Dov. -I
liME Of DERH
..
RI2r1el re'!VoF'e
~ CASE REFERRED lO~ItoIEAICOIlOHI!Il?
NeD
21.
:==- PART": ~~~~
I 0rlMt ana death
: (".v PI)
S'f)4T
l:
DuE 10 (OR AS A CONSEOUENCE Of):
WERE AU1OP$Y FINO/NGS
AIlIlIl.ABLE PAlOfIlO
COMPlETIOH OF CAUSE
Of OERH?
MANNER Of DEATIi
DATE OF INJUAV
(Montn. Day, 'fttaf)
TIME OF INJURY
INJURY R WORK?
DESCRIBE HOlN INJURV OCCURRED.
.........
.2S
o
o
Iiomicide
p""""", In_lgalion
Could noI be detennined
o
o
o PlACE OF INJURY. AI home. farm, It...... factory. otfk:e M.
building. etC'. (Sp60tyl
300.
... 0 NoD
...0
NoX
Accident
s..;clcle
3Oc.
o
~
_.
CIEIlT1I'1EA IC-" only one)
-ClRTIFYING PHYSICIAN (PhySlClCln cerlltyinQ cause of dee1tl When anoth8( phY$ICl8Il has prQ(\()l.,lnced dea1h ana compelEKJ Item 231
To.........oemyknowlilclge...1hoccurrllddUtlIoIheCllUl4J(.).ndm.nner..N'-d..,..............,.................................. .
~.
.PItOHOUNCING AND CERTIFYING PHYSICIAN (Physicsan bOIh plooouncltl9 oeath and certtfytng to cause of death)
To the bMt of my kno...... dH1h 0CC\IfNd .tthe Urfta;. .... and plate.. and due to me caUM(a) and me"'*'.. .uNd.. . . . . . . . . . . . . . . . . . . . . . . . .
._AL EllAMlNERlCORONEIl
On the beM of ..aMIna1lon and/or Inv..UgaUon. In my opinion. de.th occurred .t the tlm.. date. .nd place. and due.o the cauM(a) and
m.,.,..,....,.................................................................................................. .
:n..
REGIST
o
~
. NATURE ANIjI!IJ!aIpE!,~
'41'~'" /'1' r"'''''*CI~ -e....-
I a:? /.,,,( V < I
34.
// .J.ao /
BE IT REMEMBERED, that I, HOWARD C. SANKEY, of Ambler,
Montgomery 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 may be after my decease.
SECOND: I give and bequeath the sum of FIFTEEN THOUSAND ($15,000.00)
DOLLARS to my friend, ROBERT IRVINE.
THIRD: I give and bequeath the sum of FIFTEEN THOUSAND ($15,000.00)
DOLLARS to my nephew, LLOYD E. MATTHEWS.
FOURTH: I give and bequeath the sum of FIFTEEN THOUSAND
($15,000.00) DOLLARS to my nephew, ROBERT T. MATTHEWS.
FIFTH: 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
grandnephew, WILLIAM KYLE WHITLOCK, JR., my grandnephew, ROBERT
HOWARD WHITLOCK, and my grandnephew, JOHN BRADLEY WHITLOCK,
equally, share and share alike, or to the survivors or survivor thereof and not to their
Issue.
SIXTH: All Federal Estate, State Inheritance Tax and other death taxes payable
because of my death, with respect to the property forming 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.
SEVENTH: I nominate, constitute and appoint RICHARD J. EMBERY,
Executor of this my last Will and Testament. In the event RICHARD J. EMBERY shall
predecease me, is unable to act or dies during the administration of the estate, then I
nominate, constitute and appoint CHRISTINE EMBER Y W AL TZ, Executrix in his place
and stead. I order and direct that my Executor or his successor shall not be required to
file bond to qualify or serve as Executor in any jurisdiction.
IN WITNESS WHEREOF I have hereunto set my hand and seal this
- jh ~
.~ day of u-
, A.D. 1997.
t#~.~i~kl
HOWARD C. SAN . Y /,'7
/,/
V
(SEAL)
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.
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PA O.C. Rule 5
(b) Form of Certification of Notice.
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent
Howard C. Sankey
Date of Death
April 9, 2001
Will Number
00441 of 2001
Administration Number
To the Register:
I certify that notice of estate administmtion required by Rule 5.6 (a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on May 14, 200l:
NAME
William Kyle Whitlock, Jr.
Robert Howard Whitlock
ADDRESS
Sterretts Gap Ave.
Carlisle, PA 17013
5017 Wood Box Lane
Mechanicsbur PA 17055
409 S. BaltimQre Ave.
Mt. Holly Sprlngs, PA 17065
Lakeland - 22 Simmons Cove
Ruther Glen, VA 22546
2417 parkhave Dr.
PIano TX 75075
1 Jeffron Drive
Ambler PA 19002
John Bradley Whitlock
Lloyd E. Matthews
Robert T. Matthews
Robert Irvine
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
No exceptions.
Signature
Date
!(!Jjv I
Telephone Number
Address
City
State
215 663 9005
Zip Code
300 Huntingdon Pike, Rockledge, PA 19046
Capacity:
X Personal Representative
Counsel for personal Representative
[Originally part of Rule 5.6, which was adopted April 30, 1992, effictivefor decedents dying on or after
July 1. 1992, Amended and renumbered as Rule 5.7 on December 23, 1998,29 Pa. B. 327. effectivefor
descendents dying on or after January 1, 1999.]
10-134 (Page 2 of 2)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
EMBERY RICHARD J ESQ
300 HUNTINGDON PIKE
ROCKLEDGE, PA 19046
u______ fold
ESTATE INFORMATION: SSN: 159-01-1639
FILE NUMBER: 21 - 200 1 - 0441
DECEDENT NAME: SANKEY HOWARD C
DATE OF PAYMENT: 07/11/2001
POSTMARK DATE: 07/09/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 04/09/2001
NO. CD 000039
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $115,000.00
I
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I
TOTAL AMOUNT PAID:
REMARKS: RICHARD J EMBERY ESQUIRE
CHECK#1008
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$115,000.00
MARY C. LEWIS
REGISTER OF WILLS
* COMMONWEAITHOF
, PENNSYLVANIA
DEPARTMENT OF REVENUE
,. DEPT 280601
. , HARRISBURG, PA 17128.00<11
REV..1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIIlOlE INITIAL)
Sankey, Howard C.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
04/09/2001 07/28/1911
(IF APPLICABl.E\ SURVIVING SPOUSE'S NIIME (LAST, FIRST, AND MIDDLE INITiAl)
G]Ulrlglnal ReIlJm
o 4. Umllod EsIaIe
o 6. Decedenlllied Testate <-".py"WI}
09. lIIigaliooProceeds_
o 2. SU(l(lIemenlal ReIlJm
o 48. Future Interest CompromIse (dale of dealh afIer 12-12-82)
07. OecedenlMalntained elMngTrusli_..."'T""l
o 10. Spousal Poverty Credk (dOo '" ...._12~'.... '4851
OFFiCIAL USE ('NLY
-,Jk_,=2" 'A'il=.Z.__..
FILE NUMBER
.2. ..1. - 0 1
COUNTY COOE yoo
o 4 4 1
-----
tlJIIBER
SOCiAl SECURITY NUMBER
159 _ 01 _ 1639
llIIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCiAl SECURITY NUMBER
o 3. Remainder ReIlJm i...."'........b12-'><2'
o 5. Fedellll Estate Tax Retum Required
~ 8. Total N_mber of Safe Deposit Boxes
o 11.ElecIioo 10 tax_ndel'Sec. 9113{A) (AIbo<OSd>O'
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NAME
Richard J. Embery, Esq.
FIRM~I!!~'outterson & Fuges
TELEPHONE NUMBER
(215) 663 9005
COMPLETE MAlUNG ADDRESS
300 Huntingdon pike
Rock1edge, PA 19046
x.o_ (15)
LO_ (16)
x .12 (17)
x .15 (18) $118,869.63
(19) $118,869.63
1. Real Estate (Sche<Ue A)
2. SIocks and Boods (Schad_Ie B)
3. Closely Held ColpornIion, Pal1ne!slliJ or SoIe-Proprielorship
4. Mortgages & Notes Receivable (SchedtJla D)
5. Cash, Bank DeposIIs & t.IisceIanooos Personal Property
(SdleduIa E)
6. JoInay OWned Prq>elly (ScIlecUo F)
o Separate Biling Requested
7. Inter-Vivos Transfers & ~ Nola'robate Property
(SdloduIe G or L)
8. Total Gross As.... (Iotal Uoes 1-7)
(I)
(2)
(3)
(4)
(5)
713,011.43
....-",.-.
..j'\...
~ ;:1-
d
N
$124,000.00
(6)
(7)
(9)
(10)
$23,913.46
20,633.78.
'. OFFI IAL USE ONLY
~"'- '
",
UI
t...j
;".,j
(S)
$837,011.43
9. FllI1OI'lII Expenses & Adninislralive Cosls (SchedoIe H)
10. Debls 01 00eed0nt.1lortgage Uablllles, & liens (Sche<Ue Q
11. Total Jleduotlons (loIaIlInes 9 & 10)
12. Net Val.. olEstobl (tile 8niJVJsUne II)
13. ChaIItable and Govemmental ~9113 Trusts for wt1Ich an eIeoIion to tax has not been
made (SchedoIe J)
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14. Net Value Subject to T.. (Lilo 12""""" line 13)
SEE INSTRUCl\CINS OK REVERSE SIDE FOR APPlICABLE RATES
15. Amoonl of Uno 14 taxobIe et Ihe spoosaI tax
rate, orlransienl ooderSec. 9116 (aXl.2)
16. Amount of Lilo 14 taxobIe al ineaI rate
17. Amomt of Lilo 14 taxable aI slllIinQ IllIe
18. Amomtofllne 14 taxobIe aI_rato
(11)
(12)
(13)
44,547.24
$792,464_19
$792,464.19
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYIl'lEONT
(14)
$792,464.19
'; )< :l<\ ::ft!i~~. I q \n~ll'I~I~l ,\1 t l,ltl;,~~n tq~f., ~PI ~'~Y~~~t.~*~ ;1(:)::-1 '~?IC~ ~~!'t, i~(:11~~'\ !I~ \! ~t ,.' " _ _" _ _.~
Decedent's Complete Address:
STREET ADDRESS 5008 Kvlock Road
"
CITY Mechanicsburrr Cumberland County I STATE I ZIP 17055
PA
Tax Payments and Credits:
1. Tax 0Ue (Page 1 Una 19)
2. CreditsIPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
$118,869.63
$115,000.00
5,943.48
ToIalCredits(A+B+C)
(2)
120,943.48
3. lnIeresllPenally hpplicable
D. Intaresl
E. Penally
ToIallnterastJPenally ( D + E ) (3)
4. II Una 2isgrealerlhan Una 1 +lile 3, enter1he dilleranCe. This is 1he OVERPAYMENT.
Check box on Page 1 line 20 10 request a refund (4)
5. K Une 1 + Una 31s graallir than lile 2, enter 1he difference. ThIs is 1he TAX DUE. (5)
$2,073.85
A. Enter 1he Inllirest on the tax due.
(SA) .
B. Enllir 1hetolaJ 01 line 5 + 5A This Is the BALANCE DUE. (5B)
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 lJansler and: Yes No
a. ratain 1he use or income 011he property transferred;.......................................................................................... 0 !2l
~. ratain 1he right 10 deslgnalli who shall use 1he property lJanslerred or its Income; ............................................ 0 U!I
0. ratain a reversionaly interest; or.......................................................................................................................... 0 U!I
d. receive 1he promise lo< life 01 eithef payments, benefits or care? ...................................................................... 0 U!I
2. K death occurred after Decembel' 12, 1982, did decedentlransler property lMthin one year 01 death
wilhoul reoeMng adequa\e c:onsideration? .............................................................................................................. 0 !2l
3. Did decedent own an "in trust for" or payallle upon death bank aa:ount or secuity at hts or her death? .............. 0 Q:<I
4. Did decedent own an Individual Retirement Accoun~ annuity, or o1her non-prollllle property which
contains a beneficiaJy designation? ........................................................................................................................ 0 [B
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
lblorpenalllesdpeojwy,ldedaI8l1al .. ~_ard_andlolhebesldmyknooiedgeandbeliel,l~bue,""""ardcomplelo.
_d__1han "'''nbmalioa has"'Ykn<MIedge.
SIGNATURE OF
PA 19046 4445
DATE
ADDRESS
.
For dalliS 01 death on or after July I, 1994 and belore Janulll}' I, 1995,the tax rate Imposad on the naI value ollransflll1l to or lo< 1he usa 01 the SlIVIvIng spouse ls 3%
[12 P.S. ~9116 (a) (1.1) (i)}.
For dalliS ol death on or after Janulll}' I, 1995, the tax mle imposed on the naI value ollransfers to or lo< 1he usa 01 the SUIViving spouse is 0% [72 P.S. ~9116 (a) (1.1) (.)].
The statute does not exemDt a lJansler 10 a surviving spousa from tax, end the statutory requirements lor disclosure 01 assals and filing a tax return are still applicable even II
the SlI'Vivlng spouse Is 1he only benelicl8l}'.
For dallis 01 death on or after ~ I, 2000:
The tax mla i11posad on the ne\ value ollransfers from a deceased child lwenly-one yearn of age or younger at death 10 or lo< 1he usa 01 a natural parent, an adoptive parent,
or a stepparant 0I1he child ls 0% [72 P.S. fi9116(a)(1.2)).
The tax mte Imposad on the net value of lransfernlo or lo< the use 0I1he decedenfs lineal beneficiaries Is 4.5%, except as noted In 72 P.S. ~9116(1.2) [72 P.S. fi9116(a)(I)).
The tax I8le imposed on the net velue ollranslernlo or lor the usa olthe dec:edenfs siblings Is 12% [72 P.S. ~9116(a)(1.3)}." sibling Is defined, under Section 9102, as an
Individual YAw has at least one parent In common with the decedent, \\11ether by blood or adoption.
. REV-1503 EX+ (1-97)
. . COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOWARD C. SANKEY
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
2l Ol
044l
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO.
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
l24,OOO Par
U. S. Treasury - HH Bonds
l24,OOO.OO
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
l24,OOO.OO
9 PA15031 NTF 10872
Copyrighl1999 Greatland/Nelco LP - Forms Software Only
RE~,150BEX+ (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOWARD C. SANKEY
FILE NUMBER
21 01
0441
ITEM
NO.
1. Arnica Mutual Ins. Co.
DESCRIPTION
Include proceeds of litigation & date proceeds were received by the estate. All prop. jointly-owned with right of survivorship must be disclosed on 5ch F.
2. Blue Cross
Return Premium
3. First Union - Cert.
#247042050922286
Interest accrued to 04/09/2001
4. First Union - Cert.
#247042051155296
Interest accrued to 04/09/2001
5. First Union - Cert.
#247492055778382
Interest accrued to 04/09/2001
6. First union - Cert.
#247042050999145
Interest accrued to 04/09/2001
7. First Union - Checking Acct.
#1000163165632
Interest accrued to 04/09/2001
8. First Union - Sav. Acct.
#3000452665757
Interest accrued to 04/09/2001
9. John Herr Trust U/Agreement
Accrued income to D/O/D
10. Mellon Bank - Acct.
#100-019-1419
Interest accrued to 04/09/2001
Total from continuation pages
9 PA15081 NTF 10875
Copyrighl1999 Grealland/NeJco LP - Forms Software Only
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT
DATE Of DEATH
220.46
391.73
43,462.72
14.54
60,008.23
3,849.80
50,000.00
192.13
40,008.06
153.74
73,723.59
31. 10
35,574.47
124.40
88.95
20,419.13
112.45
384,635.93
713,011.43
Schedule E (Page 2)
'.
Estate of: HOWARD C. SANKEY
Item
No. Description
Value at Date
of Death
11. Mellon Bank - Cert. #01121728
109,450.63
Interest accrued to 04/09/2001
182.75
12. Mellon Bank - Cert. #01144766
110,000.00
Interest accrued to 04/09/2001
164.56
13. Mellon Bank - Cert. #01172827
50,000.00
Interest accrued to 04/09/2001
14. Plymouth Breeze Sedan - 1996
15. PNC Bank - Cert. #21000697213
Interest accrued to 04/09/2001
16. PNC Bank - Cert. #31800204338
39.93
3,800.00
70,000.00
2,861.88
35,000.00
Interest accrued to 04/09/2001
110.05
17. PNC Bank - Checking Acct.
#5003502252
676.87
18. Trust U/W of John Herr
168.26
Accrued Income to D/O/D
19. U.S. Treasury - 2000 1040
Income Tax Refund
2,181.00
Total (Carry forward to main schedule)
384,635.93
REV-1511EX + (1-97)
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOWARD C SANKEY
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 01
0441
Debts of decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Whitemarsh Memorial Park
Bronze Marker 1,567.00
2 William Whitlock
Reimbursement for:
Cremation $1194
Grave opening $345 1,539.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN No. of Personal Representative(s) - -
Street Address
City State Zip -
Year(s) Commission Paid:
2. Attorney Fees Embery, OUtterson & Fuges 20,000.00
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 551.78
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. First Union
Checkbook charge 19.00
8 William Mansfield-Legal
Advertising 236.68
TOTAL (Also enter on line 9, Recapitulation) $ 23,913 .46
(If more space is needed, insert additional sheets of the same size)
9 PA15111 NTF 10878
Copyright 1999 Greatland/Neleo LP - Forms Software Only
HEY -1512 EX + (1-97)
COMMONWEALTH CF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOWARD C SANKEY
Include unreimbursed med~al expenses.
ITEM
NO.
1. Conner-Rich-Kearney-Torchia
Assoc.
2 First Union-Ck. Acct.
#1000163165632
Checks outstanding as of D/O/D
3 Holy Spirit Hospital
Balance due
4 FA Dept. of Revenue
2001 PA40 Income Tax
5 united States Treasury
2001 1040 Income Tax
6 HCR ManorCare
Balance due
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FI LE NUMBER
21 01 0441
DESCRIPTION
AMOUNT
51.78
1,322.00
1,568.00
555.00
15,751.00
1,386.00
9 PA15121
N1F 10B74
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
20,633.78
Copyrlghl1999 GreallandlNeloo LP - Forms Software Only
R~\I-1513 ~X + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
HOWARD C SANKEY
21
01
0441
AMOUNT OR
SHARE OF ESTATE
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Robert Irvine
510 Belfry Drive
Blue Bell, PA 19422
RELATIONSHIP TO DECEDENT
Do Not Ust Trustee(s)
General Bequests: 15000
None
15,000.00
Lloyd E. Matthews
Lakeland
22 Simmons Cove
Ruther Glen, VA 22546
General Bequests: 15000
Nephew
15,000.00
Robert T. Matthews
2417 Parkhaven Drive
Plano, TX 75075
General Bequests: 15000
Nephew
15,000.00
Total from continuation pages 747,464.19
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
0.00
9 PA 15131
NTF 10880
(If more space is needed, insert additional sheets of the same size)
Copyrighl1999 Grealland/Nelco LP - Forms Software Only
Schedule J part 1 (Page 2)
.,
Estate of: HOWARD C SANKEY
Item
No. Description
Relation
Amount
John B. Whitlock
409 S. Baltimore Avenue
Mount Holly Springs, PA 17065
Nephew
$249,154.73
Robert H. Whitlock
5017 Wood Box Lane
Mechanicsburg, PA 17055
Nephew
$249,154.73
William K. Whitlock
1935 Sterretta Gap Avenue
Carlisle, PA 17013
Nephew
$249,154.73
Total (Carry forward to main schedule)
0.00
SUPREME COURT ORPHANS' COURT RULE 6.12
STATUS REPORT BY PERSONAL REPRESENTATIVE
G
t/"
NAME OF DECEDEN~
Howard C. Sankey
DATE OF DEATH:
April 9, 2001
WILL NUMBER:
ADMINISTRATION NUMBER:
21 01 0441
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to
completion of the administration of the above-captioned estate:
1) State whether administration of the estate is complete:
~ Yes D No
2) If the answer is No, state when the personal representative reasonably believes that the administration
will be complete:
3) If the answer to No.1 is YES, , state the following:
a) Did the personal representative file a final account with the Court?
DYes Q9 No
b) The separate Orphans' Court No. (if any) for the personal representative account is:
c) Did the personal representative state an account informally to the parties in interest?
~Yes D No
d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed
with the Clerk of the Orphans' Court and may be attached to this report.
I certifY under penalty of perjury that the foregoing information is correct to the best of my knowledge,
information and belief
Date October 7,
20 01
Capacity:
or
x
300 Huntingdon Pike, Rock1edge, PA 19046
ADDRESS
Personal Representative
Counsel-I.D. #
215 663 9005
TELEPHONE
10-135 (Reverse)
LAW OFFICES
EMBERY, OUTTERSON & FUGES
A PROFESSIONAL CORPORATION
..JOSEPH R. EMBERYj Dr
RICHARD ._1. EMBERY
CH~ISTINE EMBERY WALTZ
300 HUNTINGDON PIKE
ROCKLEDGE, PENNSYLVANIA 19046-4445
(215) 663-9005
.JOSEPH R. EMBERY 1893-1938
CLA~ENCE E. OUTTERSON 1915-1927
FREOERICK C. FUGES 1917-1943
..JOSEPH R. EMBERY, .JR. 1924-1970
FAX (215) 663-8283
March 25, 2002
Register of Wills of Cumberland County
Court House - Room 102
Hanover and High Streets
Carlisle, P A 17013
Attention: Cheryl
Re: Estate of Howard C. Sankey, Deceased
File No. 2001-00441
D/OID April 9, 2001
SS #15901-1639
Dear Cheryl:
Enclosed is a check to the Register of Wills in the amount of$63 for the filing fees for the
above estate as you requested.
Enc.
RJE:jm
FILE IN DUPLICATE
Will
AWn. No. 0441
20~
Filed
REGISTER OF WILLS
COMMONWEAL. TH OF PENNSYLVANIA}
COUNTY OF OUMBERLAND ss
INVENTORY
Richard J. Embery
Personal
of the Estate of Howard C. Sankey
Representative( s)
deceased, being duly sworn according to law, depose:;; and say s that the items appearing in the following inventory include
all of the personal assets wherever situate and all ofthe real estate in the Commonwealth of Pennsylvania of said decedent, that
the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that
decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which ars in a memorandum at
the end of this inventory.
I verify that the statements made in this Inven-}
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of 18
Pa.C.S. Section 4904 relating to unsworn falsification
to authorities.
Attorney - (Name)
Richard J. Embery, Esq.
#56267
(Address)
(Sup. Ct. I.D. No.)
300 Huntingdon pike, Rockledge, PA 19046
DATE OF DEATH
April 9, 2001
LAST RESIDENCE
5008 Kylock Road, Mechanicsburg
DECEDENrs SOCIAl SECURITY NUMBER
159 01 1639
1. Arnica Mutual Ins. Co.
2. Blue Cross
Return Premium
3. First Union - Cert.
#247042050922286
Interest accrued to 04/09/2001
4. First Union - Cert.
#247042051155296
Interest accrued to 04/09/2001
5. First Union - Cert.
#247492055778382
Interest accrued to 04/09/2001
6. First Union - Cert.
#247042050999145
Interest accrued to 04/09/2001
220.46
391.73
43,462.72
14.54
60,008.23
"LtE)~)
, :,~)
3,849.80
7C'
L,_e
SZ (JV~l ZOo
50,000.00
192.13
40,008.06
153.74
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the petsonal representative include the value'
of each item, but such figures should not be extended into the total of the Inventory. (See Section 3301 (b) or PEF Code of 1972.)
This form to be used only in estates of persons dying on or after Fcbruary 23, 1956.
Estate of Howard C. Sankey, Dec'd
File No. 21-01-0441
Inventory - Page 2
7. First Union - Checking Acct.
#1000163165632
73,723.59
Interest accrued to 04/09/2001
31.10
8. First Union - Sav. Acct.
#3000452665757
35,574.47
Interest accrued to 04/09/2001
9. John Herr Trust U/Agreement
Accrued income to 0/0/0
10. Mellon Bank - Acct.
#100-019-1419
Interest accrued to 04/09/2001
1l. Mellon Bank - Cert. #01121728
Interest accrued to 04/09/2001
12. Mellon Bank - Cert. #01144766
Interest accrued to 04/09/2001
13. Mellon Bank - Cert. #01172827
124.40
88.95
~0,419.13
112.45
109,450.63
182.75
110,000.00
164.56
50,000.00
Interest accrued to 04/09/2001
39.93
14. Plymouth Breeze Sedan - 1996
3,800.00
15. PNC Bank - Cert. #21000697213
70,000.00
Interest accrued to 04/09/2001
2,861. 88
16. PNC Bank - Cert. #31800204338
35,000.00
Interest accrued to 04/09/2001
110.05
17. PNC Bank - Checking Acct.
#5003502252
676.87
18. Trust U/W of John Herr
168.26
Accrued Income to n/%
19. U.S. Treasury - 2000 1040
Income Tax Refund
2,181.00
20. U. S. Series HH Bonds - Par $124,000
124,000.00
$837,011. 43
----------
----------
\,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
'*
REy-qU EX AFP 101-021
'02 !'i!-\'( 1 0
RICHARD J EMBERY ESQ
EMBERY ET AL .
300 HUNTINGDON 'fK-
ROCKLEDGE t ;V~A"1'1046
:':5
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-13-2002
SANKEY
04-09-2001
21 01-0441
CUMBERLAND
201
HOWARD
C
Allount R_i Hed
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYMent.
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR FILES ~
RE-V=483--EX-~FP--foi:;02)-----j(i-NOificif-OF-iDETEiiMiN~Tio..-AN-U-AS-SESsiiENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF SANKEY
HOWARD
C FILE NO.21 01-0441
ACN 201
DATE 05-13-2002
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
23.325.51
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
112.926.15
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
112.926.15
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE
DUE A REFUND_ SFF RI=UI=DC>J: c>Tn., ..... ?..~- ___u --- ----
/b-c:2,;)~-1
'\~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD J EMBERY ESQ
EMBERV ETAL
300 HUNTINGDON PK
ROCK LEDGE PA 19046
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-13-2002
SANKEY
04-09-2001
21 01-0441
CUMBERLAND
101
'*
REV-1547 EX AFP 101-02l
HOWARD
C
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i5'4-j-ix-AFP--C:OY:OZY-NOYici-OF-iNHiifiTANCE-YAX-A"PPRAYsiHENT~--Ai.ioWANCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SANKEV HOWARD C FILE NO. 21 01-0441 ACN 101 DATE 05-13-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. AlIOunt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
124.000.00
.00
.00
713.011.43
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
23,913.46
20.633.78
(11)
(12)
(13)
(14)
NOTE:
.00
.00
.00
792,464.19
X 00 =
X 045 =
X 12 =
X 15 =
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
837,011.43
44.547 24
792,464.19
.00
792,464.19
(19)=
.00
.00
.00
118,869.63
118,869.63
, .... ..... . n_v_.. . l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-09-2001 CDOOO039 5,943.48 115,000.00
TOTAL TAX CREDIT 120,943.48
BALANCE OF TAX DUE 2,073.85CR
INTEREST AND PEN. .00
TOTAL DUE 2,073.85CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE srDl' OF TWT<:. s:n_ s::nD T..........._...._.._ .
, / .-. _, 0 .-A/
/~... o,L/""-,,. <5 ~
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'02
JUL -'1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
RICHARD J EMBERY ESQ
EMBERY ETAL
300 HUNTINGDON PK '...
ROCKLEDGE PA 19ijlt6i
'*
REY-UD7 EX AFP COl-DZl
05-28-2002
SANKEY
04-09-2001
21 01-0441
CUMBERLAND
101
HOWARD
C
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE\i=i60-j-E)f-AFP--(Oi-=02)-------...--iNiiiRiT~Nc:E--TA)f-srirfEME-NT-O-F-AC-Couiif--.ii.---------------------
ESTATE OF SANKEY HOWARD C FILE NO. 21 01-0441 ACN 101 DATE 05-28-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-06-2002
PR I NC I PAL TAX DUE: .............................................................................................................................................................................._.......................................
PAYMENTS (TAX CREDITS):
118,869.63
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-09-2001 CDOOO039 5,943.48 115,000.00
05-07-2002 REFUND .00 2,073.85-
TOTAL TAX CREDIT 118,869.63
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTTnN~ 1
""" /6-~p- 7
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
RICHARD J EMBERY ESQ
EMBERY ETAL
300 HUNTINGDON PK
ROCKLEDGE PA 19046
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'*
REV-73' EX AFP <01-02)
02-25-2003
SANKEY
04-09-2001
21 01-0441
CUMBERLAND
202
HOWARD C
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
REV =736-EX--AFP-Toi::-o2j-----..-Nofic'E-oi=-uETERHINATION-ANjj-A'SSESS-tiEN'f----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF SANKEY
HOWARD
C FILE NO.2l 01-0441
ACN 202
DATE 02-25-2003
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
23.325.51
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
112.926.15
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
112.926.15
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
*IF PAID AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. .IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE
DUE A REFUND. SEE REUFR!':.F c:.T"I' "I' TUT., ~n"" ~~~ ~..---.._--_.--