HomeMy WebLinkAbout88-0235 ,/
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of �RGARET M. WILKES No. �-"�"---�-�J a`3�I
also known as To:
Register of Wills for the
Deceased. County of . CtTMBERLAND in the
Social SecurityNo. 171-10-1195 CommonwealtYi �f Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut��—.
named
in the last will of the above decedent, dated April 17, 1978___. , 19 78
and codicil(s) dated NONE ----
(state relevant circumstances,e.g. renunciation, death of executor, etc.)
Cumberland C'ounty, Pennsylvania, with
Decedent was domiciled at death in 335 Wesley Drive,__E Pennsboro Twp.
h eY last family or principal residence at Mechanicsbur�, PA
(list street,number,Twp. or Boro.)
75 ears of age, died March 20, __ , 19 88 ,
Decedent, then )' , ,
at Cumberland Count P nn 1 n a -
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 kz1';in�, and was never adjudicated
incompetent: �
Decedent at death ow�ned property with estimated values as follows: $ unestimated
(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: --- J—�-
WHEREFORE, petitioner(s) respectfully reques�s)stame�iitary of the last will and codicil(s)
presented herewith and the grant of letters -----
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
The irst Ban & T ust Co.
Mec ic ��PA
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co Vic us icer
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"°" �-A 17055
�o Mechan csbur� _
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OATH OF PERSONAL REPRESEN'I"ATIVE
COMMONWEALTH O�FP E�NND YLVANIA 1 ss
COUNTY OF f
The petitioner(s) above-named swear(s) or affirm(s) that the statement:7 in the foregoing petition are
true and correct to the best of the knowledge and beli f of petition r(s) �nd that as personal represen-
tative(s) of the above decedent petitioner(s) will wel d t inist�a� the estate according to law.
' 7 �
Sworn to or affirm��TH d subscribed � �•
before me this day of '° A
� lH 19 88 /� -- �
�
� C LEW I S' Register --- �
,
�.�,;�
� � _
_ �I�' 1 J-� �-- 1 f�l� � � �:_.;..
NO. 21 — 88 — 235
Estate of MARGARET M. wzL�s , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW M�RCH 2 5 , 19
8 8 , 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 April 17, 1978
described therein be admitted to probate and filed of record as the last will of
MARGARET M. WILKES
and Letters TESTAMENTARY �
are hereby granted to The First Bank & Trust Co. , Mechanicsburg, PA
WILL BOOK #106 '��� D � `
, f
PAGE 719 ETC. Register of Will �RY C. LEWI S
J. Robert Stauffer, Esquire
FEES
Probate, Letters, Etc. . . . . . . . . . $ 7 5 . 0 0
Short Certificates( � . . . . . . . . . . $ 8 . 0 0 ATTORNEY(Sup. Ct. I.D. No.)
R� t�����n Main & Market Streets , Mechanicsburg, PA 17055
n i t'o . . . . . . . . . . . . . . . . $
��
$
ADDRESS
TOTAL $ 85 . 00 (717) 766-9673
Filed . . . . . M�RCH 2 5 , 19 8.8
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COMMOPIWE�►�TH �� P��@�SY��'����
DEPARTRhEN� OF R��I��d�ll�
BUREAU O� �=1LLD OPERA�`it��85
REC
RE V-487 (8-78) � ... .�. . •
EtdqRY IPiT� S�,E�E DE��S9�' BOX
�f0 REM�VE A �`BC�� C�E� ����TE�� DCL� '�?f: '`i,'''. r':`;. '
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. ��1c�te of Entry
1. Name of decedent: ��������--'-o� ��^�� �� �
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2. Address of decedent: � � � ��1�� ��l� � 6 `'��
3. Date of death; � -
4. Name and addres� of person who requested the opening of the box: + ����� �'lr-�(Jll��rv-�
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G �) , i _✓
`���(���I�� `� � r��S
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5. Name and address of the finuncial institution where the safe deposit box is�ocat�d:
��5� ��`��1sl C:�' , 1�1�����. c�V,s,
� . �Il - ���?��_T� � _
6. Number of Box: 1d"��
7. Title under which box is registered: �� ��--��'�����=-,�' �
$. Was there a will in the box? (Yes or No)
9. If yes, state date of will, name and address of personal representative, if named in t e will, and
�,- T,�i9�11��-`�.U�C��
name and address of attorney, if any: � p�� 17 f�� �"�=-�--�-�-T� �-r� �-
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*ir�r--;�yr,�(Un�u� �.s�1����1N1�S,�j) G P�17�:�...
•5 da of __ , �9 �2.1�--- , I hereby
And now thi _�� Y
certify under penalty of perjury that the above reeord is correc and corviplet� to the best of rr�y I�no�vledge
and belief. '��'
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RE
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R�1 T YVAM : AND TITLE
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21 — 88 — 235
REGISTER OF WILLS OF CUMBERLAND __. COUNTY
OATH OF SUBSCRIBING WIT�1�',"aS
�� ��������.T-�1���� ---__ ,
��
(each) a subscribing witness to the wi 1 resente herewith, (each) be ing c�uly qualified according to
law, de ose(s) and say(s) that _..—_ present and saw
--- �
the testat , sign the same and that _—__.signed as a witness at the
request of testat�in h�presence and (in the resence of each atl'�ier) (in the presence of the
other subscribing witness(es)). ���
. i �
Sworn to or affirmed and subscribed before �p�,,�-
me this 25TH day of � (Nfame) !
MARCH 19 88 -----
. �.`
� (Acicress)
MAR C. LEWI Register _—___
(N�rne)
(Adc:'ress)
REGISTER OF WILLS OF CUMBERLAND � COUNTY
OATH OF NON-SUBSCRIBING VVIT'1��ESS
___ __ ..:
WAYNE P. KAUTZ
---- �
(each)�sf b�criber hereto each) being duly qualified according to law, depose(s) and say(s) that
��,�,* MARGAIZET M. WILKES
VN� familiar with the signature of _______
c����h
testatrix of (one of the subscribing witnesses to) the vvill presented herewith and
�1��
that T " "`��' believes the signature on tlie wv 11 is in the handwriting of
testatrl�rie believes he signature of the will presented herewith and that_ Wayne P.
�1 Kaut z
believes the signature on the will is in the handwriting of RGAR T _._ W LKES
� +i
to the best of their knowledge and belief.
i
�'
Sworn to or affirmed and subscribed before �
25TH
me this day of r )
MARC 19 88 M 'n &_Marl:;et Streets, Mechanicsburg, PA
� � (A��ciress)
, �
� Register __—__
(1Wc.�ne)
The First_13ank & Trust Co. , Mechanicsburg, ;
(A����lress)
�.'�
.� �..,—�.�....,.--,.-._„_--.�--t..._.,,a......,�.._.�...f ,1.Ull .lL.IL17,,,.�..� r..,..
,..,.�.....-�.�...._�...T�,�__._ ._.____ �. �..,...._�___�"-^-_ ____ --- •__._ T .___._ �.
�NO. ���;���'� : ��11�11�h"�1►�riWEAkLr1"i {�F PEl�t�t�5YL1/�4N�A y �:.
t3�RARTMENT GE REY�NUE '� �''
�E�.;,�2�x c,z-g�� {i��IClAL kEC�IP�' � F'E{�1twISYL1/ANtA�i�[HEE�ITAIMCE AND'ESTA�'E'fAX '
ACN
RECEIVED FROM: � ASSESSMENT � AMOUNT
CONTROL �
NUMBER
� � IQ'.'� $10,3�t�.4�
Fir�t S�n}: & Trusfi Campany --
Tyttrt peparttnent
P. O. Box 350 --
Mechanicsburc�, PA �7055
- FOLD HERE
FOLD HERE
ESTATE INFORMATION:
� FILE NUMBER __
z�.-as-a��
� NAME OF DECEDENT (LAST) (fIRST) (MI) ___
�T.�.1}Ck3S M2tr' Z�.T'F3'� M.
� DATE OF PAYMENT __
� Ma 23 1�988
� POSTMARK DATE __
.:OUNTY
�.`1.II[Ib @�''�.e'3 t�f�
DATE OF DEATH
REMARKS
����h �a` ���g � TOTA� AMOUNT PAID ��d���Q�'��
SEAL - ' �
RECEIVED BY � :,�'-', � , ;:/� .��,,rJ��r
NATURE
REGISTER OF WILLS
_�._...._...�.._._ _._._. � .._.. .___. ��_._... � ._. � ._._ �..,-__...._._ _._.. ,.� _.___
�"I'�1."`II��17 � ` �` � .._.. � _._.__.__ ._._ — _
/3� ��-/`� FILE NUNIBER
REV-�a500�X+ (6-85) 'NHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA (TO BE FILED IN DUPLICATE 21-88-235
DEPARTMENT OFREVENUE
POST OFFICE BOX 8327 VI�ITH REGISTER OF WILLS
HARRISBURG,PA 17105•8327 DECEDENT'S COMPLETE ADDRESS
DE�EDENT'S NAME(IAST,FIRST,AND MIDDLE INITIAL) 33S W2S1.2y Drive
W WILKES, MARGARET M. Mechanicsburg, PA 17055
DATE OF DEATH
u�i SOCIAL SECURITY NUMBER 03-2O-g8
W 171-10-1195 co��, Cumberland
0
W ❑ 3. Remainder Return
� � 1. Original Return ❑ 2. Supplementai Return
Qy ❑ 5. Federal Estate Tax
X�Y ❑ 40. Future Interest Compromise Return Required
V ac,7 ❑ 4. Limited Estate
VdO� � 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust
1 S. Total Number of Safe Deposit Boxes
Q (Attach copy of Will) (Attach copy of Trust)
ALL GORRESPONDENG� p►N17 CONFIRENTIAL 7AX INPOItMATI ON SHQUA� B� DD���'����O: ''.
� p. NAME
c o Wayne P. Kautz, Vice President & Trust Of icer Trust1Department,TPuOt Box 350
� Z TELEPHONE NUMBER PA 17055
O p Mechanicsburg, T
� 717 691-4040 _ ,,
� n
O ; T%
1. Real Estate (Schedule A) ( �) -0- � `�
2. Stocks and Bonds (Schedule B) ( 2� _0_ `
3. Closely Held StocklPartnership Interest (Schedule C) ( 3� -0- �'
4. Mortgages and Notes Receivable (Schedule D) ( 4) �, ��Q 77
5. Cash, Bank Deposits&Miscellaneous Persona� Property( 5) - _
(Schedule E) �� �,�� �h
Z
p 6. Jointly Owned Property (Schedule F) ( � _0_ ,
� 84,393.13
J 7. Transfers (Schedule G) (Schedule L) � � ( 8�
� 8. Totat Gross Assets (total lines 1-7) � 981, 17
d
Miscellaneous ( 9
a 9. Funeral Expenses, Administrative Costs,
WExpenses (5chedule H)
� �tis2 tih
10. Debts, Mortgage Liobilities, Liens (Schedule I) (��� (��) $�249•83
11. Total Deductions (total lines 9 & 10) ��2) 7 fi,143.30
12. Net Value of Estate (line 8 minus line 11) (13)
13. Charitable and Governmental Bequests (Schedu�e J) (14)
14. Net Value Subject to Tax (line 12 minus line 13) _O_ x .Ob = -�
15. Amount of line 14 taxable at 6% rate (15)
(Include values from Schedule K or Schedule M.) 11,421.50
( � 76, 143.30 x .15 =
16. Amount of line 14 taxable at 15% rate 16
(Include values from Schedule K or Schedule M.) (��) _�_
Z
O 17. Principal tax due(Add tax from line 15 and from line 16.
t- Di co Interest 571.08
a 18. Credits Prior Payments 57�.�� _ (18) _
�- -- + - -
�
a
� 19. If line 16 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. (19
p 10,850.42
u p,(]Check here if you are requesting a refund of your overpaY�+e^t•
X
F 20. If line 17 is greater than line 18, enter the difference on line 20. This is the TAX DUE. (20A) - -
A.Enter the interest on the balance due on line 20A. 10 850.42
B. Enter the total of line 20 and 20A on line 20B. This is the BALANCE DUE. (20B)
Make Check Payable fo: Register of Wills, Agent __
■` r►`BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE ANp TO RECHECK MATH� � '
re orted at true market value. Declaration of preparer other than the personal represe�tative i
Und r ena tie o jury, declare that I have examQS'a e h�as been� �nPludin accompanying schedules ancd�statements,and to the best of my knowledge and belief
it is e ompl te. I declare that all real __ DAT
bos o f which preporer has any knowledge. TY12 F1TSt Bank & Trust AY 2 3 lgae
SIBLE fOR FILING RETURN ADDREgb, p, Box 350, Trust Department
Mechanicsburg, PA �-7OSS DATE
THAN REPRESENTATIVE ADDRE55
SIG R .
W ne z, ice President & Trust Officer __
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK M �
APPROPRIATE BLOCKS. ARK (�) IN THE
1. Did decedent make a transfer and: YEs No
a. retain the use or income of the
property transferred
, ..............................
b. retain the right to designate who shall use the property transferred or its income
x
c. retain a reversionary interest or ..
.................................................................'
d. receive the promise for life of either payments, benefits or care? .......................
x
2. If death occurred on or before December 12, 1982, did decedent within two e
preceding death transfer property without receiving adequate consideration? y ars
occurred after December 12, 1982, .did decedent transfer property within one�fea aof
death without receiving adequate consideration? ..,..,,,, y
.........................
3. Did d ...............
ecedent own an 'in trust for' bank account at his or her death?......................
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART �
OF THE RETURN.
, REV•1502 EX+ (7-83)
COMMONWEALTHOFPENNSYLVANIA SCHEDULE ��A��
INHERITANCE TAX RETURN
RESIDENT DECEDENT REAL ESTATE
ESTATE OF FILE NUMBER
MARGARET M. WILKES 21-88-235
(Property jointly-oweed with Right of Survivorship must be disclosed on Schedule "F")All real esfote should be reporfed at fair mark�t
value which is defined as tha priee af which property would be exchang�d befwe�n a willing buyer and a willing s�ll�r, n�ith�r b�in�
compelled to buy or sell, both having reasonable knowledg�of the relevant facfs.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1.
NONE
TOTAL (Also enter on line 1, Recapitulation) $ —Q—
(If more space is needed insert additional sheets of some size.)
. . . i ' � �i■ �
REV-1503 EX+(9-81)
COMMONWEALTH OF PENIVSYLVANIA S�HEDULE "B"
INHERITANCE TAX RETURN STOCKS ANQ BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARGARET M. WILKES 21-88-235
(All property jointly-owned with Ripht of Survivorship must be disclosed on Schedule"F")
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
�• NONE
TOTAL (Also enter on line 2, Ftecapitulation) $ _�_
(If more space is needed insert additional sheets of same,ize)
REV-1504 EX+ (7-83)
SCHEDULE "C"
COMMONWEALTH OF PENNSYLVANIA CLOSELY HELD STOCK,
111iHERITANCE TAX RETURN pqRTNERSHIP AND PROPRIETORSH9P
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARGARET M. WILKES 21-88-235
(Schedule "C-1" or "C-2" must be attached for each business interest of the decedent, ather than a propriet��rship.l
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. NONE
TOTAL (Also enter on line 3, Recapit�alation) $ —0—
(If more space is needed insert additional sheets of same sizeil
, REV-1505 EX+(684) �
COMMONWEALTH OF.PENNSYLVANIA SCHEDULE ��C—���
" BUREAU OF EXAMINATION CLOSELY HELD CORPORATE STOCK
INHERITANCE TAX RETURN INFORMATION REPORT
RESIDENT DECEDENT
P.O. BOX 8327
HARRISBURG, PA 17105 Please Type or Print
ESTATE OF Fll� NUNYBER
MARGARET M. WILKES 21-88-235
l. Name of Corporation NONE State of Inc.
Street Address Date of Inc.
City State Zip Code Total Numkrer of Shareholders
2. Federal I. D. Number Business Reporting Year _ to
(Same As Federal Form 1120�
3. Type of Business Product
4. 5. Estimated Value of Decedent's Interest
STOCK Tl(pE TOTAL#SHARES ppR VA�UE �SHARES OWNED UNIT VALUE TOTAL
OUTSTANDING BY DECEDENT
Common
ProFerred
Provide all rights and restrictions pertaining to each class of sto<k.
6. Was decedenr employed by the Corporation� ❑Yes ❑No
if yes,Position Annual Salary$ Time Devoted to business
7. Amount and type of company indebtedness to decedent at date of death: $
8. Was there lifa insurance payable to the corporation upon death of decedent$ ❑Yes ❑No
If yes,Cash Surrender Value: $ Net Proceeds Payable: $
Owner of Policy
9. Did the decedeni sell or transfer sfock of this company within one year prior to death if the date of death was on or aher 12/13/82 or within two years if rhe dare
of death was prior to 12/13/82$❑ Yes ❑ No
If yes:
�OF SHARES TRANSFEREE OR PURCHASER AMOUNT DATE
10. Did the corporation have an interest in other corporations or partnerships$ ❑Yes ❑No
If yes,report the necessary information on a separaTe sheet,including Schedule"C-1"or"C-2"for eac�a interest.
11. Was there a written shareholders'agreemeM in effed at the time of the decedent's death$ ❑Yes ❑No
If yes, attach copy of agreement.
12. Was the decedent's stock sold$ ❑Yes ❑No
If yas,provide a copy of the agreement of sale,etc.
13. Was the corporation dissolved or liquidated affar the decedent's death$ ❑Yes ❑No
If yes,provide a breakdown of liquidation distributions,etc.Attach a separate sheet.
14. Please submif the following information with this schedule:
A. A detailad description showing the method of computotion utilized in the valuation of the decedent's stock.
B. Complete copies of financial,sfatements or complete copies of the Federal Tax Returns(Federal Form 1�20)for the year of death and 4 preceding years.
C. A statement of dividends paid each year. Lisf those declared and unpaid.
D. List names of officers,salaries,bonuses and any other benefits received from Corporation.
E. If the Company owned real estata, submit a list showing the complete address/es and estimated Fair Market Value/s. If Real Estate
Appraisals have been secured,please attach copies.
F. List principal stockholders at date of death,number of shares held,and relafionship to decedent.
15. ALL OTHER INFORMATION RELATIVE TO AFFIXING THE TRUE VALUE OP THE DECEDENT'S INTEREST SHOULD ACCOMPANY THIS SCHEDULE.
REV-1506 EX+ (8-83)
COMMONWEALTH OF PENNSYLVANIA SCHEDULE "C-Z'�
INHERITANCE TAX RETURN PARTNERSHIP
RESIDENT DECEDENT INTEREST REPORT
ESTATE OF FILE�h1UM 3ER
MARGARET M. WILKES 21-88-235
1. Name of Partnership NONE Fed�ral I. I:�. Number
(As Foer Form 1065)
Address Date 'Busin�ss Commenced
Busin�ass Activity
2. Classification of Partnership: ❑General ❑Limited ❑Other .,.__
Decedent was a partner. If decedent was a limited partner, provide initial investment $ •
3. ---
PARTNER'S NAMES %OF INCOME %OF OWNERSHIP SALARY BALANCE OF
CAPITAL ACCOUNT
A.
B.
C.
D.
4. Estimated Value of decedent's interest: $
5. Amount and type of partnership indebtedness to decedent at date of death: $ _..____.
6. Was there life insurance payable, upon the death of decedent,to the partnership� ❑''1"es ❑No
If yes, Cash Surrender Value: $ Net proceeds payable: $ ...___—___ ,
Owner of Policy:
7. Was there o written partnership agreement in effect at the time of the decedent's death� ❑'fe,s ❑No
If yes, attach copy of agreement.
8. Did the partnership have an interest in any other partnerships or corporation$ ❑Yes ❑N�
If yes, report the necessary info�mation on a separate sheet, including Schedule "C-1" or "('-2"for each interest.
9 Did the decedent's interest in the partnership change in the year before death if the date o�death was on or aRer 12113/82 or if deoth occurred
prior to 12/13/82 in the last two years$ ❑Yes ❑No
If yes, explain: ------
10. Was the decedent related to any of the other partners$ ❑Yes ❑No
If yes, explain: ---------
11. Was the partnership dissolved or liquidated aher decedent's death� ❑Yes ❑No
If yes, report all the reloted information, including copies of the Sales Agreement and�'or Se-tlement Sheet.
12. Was the decedent's stock sold$ ❑Yes ❑No
If yes, provide a copy of the agreement of sale, etc.
13. Please submit the following information:
A. A detailed description showing the method of computation utilized in the valuation exf the� cl�cedero's interest.
B. Complete copies of financial statements or complete copies ofthe Federal Tax Returns(fcy�rm 10��r5)for the year of death and 4 preceding years.
C. If the Company owned Rea) Estate, furnish a list showing the complete address/e;s and +astimated Fair Market Volue/s. If Real Estate
Appraisals have been secured, please attach copies.
14. ALL OTHER INFORMATION RELATIVE TO AFFIXING THE TRUE VALUE OF THE DE�"�DENfT`S INTEREST SHOULD ACCOMPANY THIS
SCHEDULE.
. . . .
REV-1507 EX+ (7-83)
COMMONWEALTH OF PENNSYLVANIA SCHEDULE "D'�
� INHERITANCE TAX RETURN MORTGAGES AND NOTES
RESIDENT DECEDENT RECEIVABLE
ESTATE OF FILE NUMBER
MARGARET M. WILKES 21-88-235
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule "F") .
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
� NONE
TOTAL (Also enter on line 4, Recapit:ulation) $ '0—
(If more space is needed insert additionai sheets of same ::ize)
1 IIIII II �I■ �
REV-1508EX+,�.85, SCHEDULE "E"
K � CASH, BANK DEPOSITS AND
COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS
INHERITANCE TAX RETURN PERSONAL PROPERTY Please Print or T @
RESIDENT DECEDENT yp
ESTATE OF �FIL!: NUMBER
MARGARET M. WILKES 21-88-235
(All property jointly-owned with the Right of$urvivorship must be disclosed on $chedule"F") ____
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
la The First Bank & Trust Co. - checking acct No. 16Q-580-7 7,894.28
2. The First Bank & Trust Co.-certificate of deposit No. 3956 13,995.70
3. Accrued interest on Item No. 2 82•27
4. The First Bank & Trust Co.-certificate of deposit No, 8743 10,000.00
5. Accrued interest on Item No. 4 39.24
6. The First Bank & Trust Co.-certificate of deposit No. 9105 37,820.74
7. Accrued interest on Item No. 6 83.20
8. Received Capital Blue Cross Benefits 299.24
9. Cash found in home 348.84
10. AT&T residence service refur�d 6.35
11. Capital Blue Cross - cancellation of Blue Cross 65 special,
Blue Shield 65 special & 65 extended coverage 84. 16
12. 1987 Federal Tax Refund 236.00
13. Chuck Bricker Auction House-gross proceeds from sale of
personal property 758.75
14. Atwater Kent Radio - appraised value 80.00
15. Set Rodgers silverware - appraised value 30.00
TOTAL (Also enter on line 5, Reccipitulation) $ 71,758.77
(Attach additional 8�/s" x 11" sheets if more space is needed.)
RcV-1509 EX+ (7-83) �
COMMNH RTANCE�TAX ETURNANIA SCHEDULE ��F��
RESIDENT DECEDENT �p�NTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
MARGARET M. WILKES 21-88-235
Joint tenant(s):
NAME ADDRESS RELA►TIONSHIP TO DECEDENT
A' Thomas J. Hickey, Jr. 1200 Mulberry St. Brother
Upland
Chester, PA 19015
B. Marie D. Eddis 111 E. Chelton Road Sister
Parkside
Chester, PA 19015 ,
C. ---
Jointly-owned property:
LETTE R
ITEM FOR DATE TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSE7 % INT. DECEDENT'S INTEREST
TENANT JOINT
�• A *11-16- 7 The First Bank & Trust Co. 7,000.00 S0� 3,500.00
certificate of dep No. 9110
2. A --- Accrued interest on Item Z 188.37 50� 94.19
*RE: items 1 & 2-this certific te
of dep is renewal of prior C.D.
Nos. 4912,4913,4914-copies
attached
3. B 5-8-81 Hill Financial-certificate of 21,000.00. 50� 9,000.00
dep No. 14-01-503061 less $3,00 Excl sion
4. B --- Accrued interest on Item 3 80.33 50� 40. 17
TOTAL (Also enter on line 6, Recapitulation) S j 2,634•36
(If more space is needed insert addifional shaefs of same size)
. . . .
- REV-1510 EX+ (7-83)
COMMONWEALTHOFPENNSYLVANIA SCHEDULE ��G��
INHERITANCE TAX RETURN
RESIDENT DECEDENT TRANSFERS
ESTATE OF FILE NUVIABER
MARGARET M. WILKES 21-88-235
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON T�iE REVERSE SIDE OF THE COVER SHEET IS YES.
TOTAL VALUE DECD. DOLLAR VALUE
ITEM DESCRIPTION Of PROPERTY EXCLUSION % OF DECEDENT'S
NUMBER OF A55ET INT. INTEREST
1. NONE
�_
TOTAL(Alao enter r�n line 7,Recapitulation) $
(If more space is needed insert additional sheeh of s�me siza.)
REV-1511 EX+ ,5.a5, SCHEDULE "H"
� FUNERAL EXPENSES,
COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND
INHERITANCE TAX RETURN MISCELLANEOUS EXPENSES Please Print or Type
RESIDENT DECEDENT
ESTATE OF F�ILE NUMBER
MARGARET M. WILKES 21-88-235
ITEM DESCRIPTION AMOUNT
NUMBER
A. FuneralExpenses:
�• Myers Funeral Home — funeral b�ll 236.45
B. Administrative Costs:
l. Personal Representative Commissions The First Bank & Trust Co.—executor 3,587.94
Social Security Number of Personal Representative:
Year Commissions paid
2. Attorney Fees J. Robert Stauffer, Esquire 3,587.94
�. Family Exemption
Claimant Relationship
Address of Claimant at decedent's death
Street Address
c�tY sta,e zip ca�de_-_
X. 3. Probate Fees Register of Wills—Ltrs.Testamentary,short certificates 85.00
4. Cumberland Law Journal—advertise Letters Testamentary 30.00
� 5. ��ntine ��eertise Letters Testamentary 35.09
6. Register of Wills—filing Debts & Deductions & RCC f_orms 15.00
�' 7. Register of Wills—closing Estate & Filing First & Final Acct 150.00
C. MISCELLANEOUS EXPENSES:
1. Vital Records—death certificate for Kenneth R. Wilkes 3.00
2. Chuck Bricker Auction House—fee for public sale 250.75
TOTAL (Also enter on line 9, Re:capitulation) $ 7,g$1. 17
(If more space is needed, inserf additional sheets of same size�)
REV-1512 EX+ (7-83)
COMMONWEALTH OF PENNSYLVANIA SCHEDULE ��I��
INHERITANCE TAX RETURN DEBTS OF DECEDENT,
RESIDENT DECEDENT MORTGAGE LIABILITIES, AND L1EN�
ESTATE OF ` FILE NUMBER
MARGARET M. WILKES 21-88-235
ITEM
NUMBER DESCRIPTION AMOUNT
1• Mary Fluke - charge for cleaning apartment 40.00
2. Bethany Towers - final bill 155.96
3. Bell of PA - final bill 9.34
4. Family Internal Medicine - balance due 57.00
5. Holy Spirit Hospital - balance due 6.36
TOTAL (Also enter on line 10, Fi�ca;�itulation) $ 268.66
(If more space is needed insert additional sheets of s��:irne si�o)
R EV-1513 EX+ (7-83)
COMMONWEALTH OF PENNSYLVANIA
SCHEDULE "J"
, INHERITANf;E TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARGARET M. WILKES 21-88-235
ITEM AMOUNT OR
NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP SHARE OF ESTATE
A. Taxable Bequests:
�• James E. Smith, Jr. nephew 1/3 of residue
424 Spruce Street
Darby, PA 19023
2. Thomas J. Hickey, Jr. brother 1/3 of residue
1200 Mulberry Street
Upland
Chester, PA 19015
3. Marie D. Eddis sister 1/3 of residue
111 East Chelton Road
Parkside
Chester, PA 19015
�
ITEM AMOUNT OR
NUMBER NAME AND ADDRESS OF BENEFICIARY SHARE OF ESTATE
B. Charitable and Governmental Bequests
�' NONE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also entier on line 13, Recapitulation) $ _p_
(If more space is needed insert additional sheets caf samc�size)
. . . . . . . . . . . i .�._. �.■.u. �. .
RF.V•15U EX+(9-81) �
COMMONWEALTH OF PENNSYLVANIA SCHEDULE "K"
INHERITANCE TAX RETURN LI FE ESTATE/ANNUITY/
' RESIDENT DECEDENT TERM CERTAIN
ESTATE OF FGLE NUMBER
MARGARET M. WILKES 21-88-235
This schedule is to be used for all single life, concurrent single life, term certain, and joint or successive life estates when no
election is fi�ed to prepay future interest taxes. Special factors to catculate the interest i�volving more than one life can be
obtained from the Director of the Bureau of Examination, 6th Floor, Strawberry 5quare, Harrisburg, PA 17127.
� Will � Deed of TruSt � Other
Specify
� Life Estate
Name(s) of Life Tenantls) Date of Birth Present Age Term of Years Life Estate is Payable
1. Value of Fund from which income is payable . . . . . . . . . . . . . . . . . . . . $
2. Life Estate Factor (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . .
3. Value of Life Estate (Line 1 times Line 2) . . . . . . . . . . . . . . . . . . . . . . $ NONE
(include on Recapitulation,
lines 15 or 16)
� Annuity
Name(s) of Annuitant�s) Date of Birth Present Age Term of Years Annuity is Payable
1. Value of Fund from which annuity is payable. . . . . . . . . . . . . . . . . . . $
2. Frequency of payout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Annual payment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
4. Annuity Factor (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Adjustment Factor (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . .
6. Value of Annuity (line 3 times lines 4 and 5) . . . . . . . . . . . . . . . . . . . $ NONE
(include on Recapitulation,
lines 15 or 16)
� Qf mo�e epacs ts needad Insert addltional shsari of sama size)
i .; � u� i
anventory of the real and personal estate of
MARGARET M. WILKES deceased
The First Bank & Trust Co.-checking account No. 160-580-7 7,894 28
The First Bank & Trust Co. - certificate of deposit No. 3956 ' 13,995 70
Accrued interest on certificate of deposit No. 3956 82 27
The First Bank & Trust Co. - certificate of deposit No. 8743 10,000 00
Accrued interest on certificate of deposit No. 8743 39 24
The First Bank & Trust Co. - certificate of deposit No. 9105 37,820 74
Accrued interest on certificate of deposit No. 9105 83 20
�eceived Capital Blue Cross Benefits 299 24
Cash found in home � 348 84
AT&T residence service refund 6 35
Capital Blue Cross- cancellation of Blue Cross 65 special, Blue Shield 65 special
and 65 extended coverage 84 16
1987 Federal Tax Refund 236 00
Chuck Bricker Auction House - gross proceeds from sale of personal. property 758 75
Atwater Kent Radio - appraised value 80 00
Set Rodgers silverware - appraised value 30 00
TOTAL INVENTORY AND APPRAISEMENT 71,758 77
r � � -.n
_�-- x, --�;-,
_ ., ..
COMMONWEALTH OF PENNSYLVANIA � '� u.
COUNTY OF CUMBERLAND f
WAYNE P. KAUTZ, VICE PRESIDENT & TRUST OFFICER
being duly sworn according to law, deposes and says fhat he is
executor of the Estate of Mar�aret M. Wilkes
la+e of the_township of_East_Pennsboro _ , Cumberland County, Pa., deceased and that the
within is an inventory made by The First Bank & Trust Co._, Mechanicsbur� the said executor
of the en4ire esfiate of said decedent, consisting of all the person proparty and real esta4e, except real esfate ou+side
the Commonwealth of Pennsylvania, and tha+ the figures opposi each ite f +h Inventory represent it's fair value
as of the date of decedent's death.
=�-�'-�-�^'"�-' and subscribed before me,
-� r - A inist[e or
�� �"`1 =� � 19 � � Wayn . `�ice resic�ent & Trust Officer
` P.O. ox 350
_
_.�__ �; ,� /�'' �=
—" Mechanicsburg, PA 17055
r;Rr�v E. N� ���. �;orhn,� �u�uc
M�C�?�,NlCS��!?G 3pqp, C;��g�RCAfd�COUNTY Addross
htY CON�fSSlON E�PtRiS FE6. 4, 1991 ,
Member, Pennsyl.�ania As;ocistio� cf h3,zries
Date of Death 20th March 1988
Day Mon+h Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal represen+a?ive.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheefis may be attached as 4o personalty or realty
4. $ee Article IV, Fiduciaries Act of 1949.
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RE�ISTER OF WILLS OF CUMBERLA�ID �I�UNTY
ftEPORT OF STATUS OF ADMIHIS`B�ki.AT`1[ON
(For Resident Uecedents �ying After J��ly :i'_, 1984)
ESTATE NO. 21- 88--235 '
��. �
-=�;
>
Name of Decedent: �GARET M. WILKES ____
._�
Social Security Account No.: 171-10-1195 _
Date of Death: March 20, 1988
Name of Personal Representative(s): The First Bank_ � 'rr„�t cn.
P. 0. Box 350
Mechanicsburg,,,_. PA 17055
Capr�city Executor X Administrat:or c.t.a.
(check one) Administrator Admira�.stc�.lor d.b.n.
Is the administration of the estate complete? Yes _ �___ No X
If "yes", how was the administration ended? (ch�=�ek �c��ne)
By court accounting
By account stated to parties in interest
Did the parties release the
personal representative?
Other (explain) _._�_
Total amount paid to date to creditors and for funeral anrci $
923.95
administrative expense
Total value of distributions to date to beneficiaries $
If administration is not complete, estimated value of ��sset�,
� 72,318.59
still in administration
NOTE: This status report is due no later than the due �Nate :fur filing the Pennsylvania
Inheritance Tax Return or, if no Inheritance Tax Retu�n is; required, nine (9) months
after the date of death; if the administration of the ��sta��e has not been concluded,
a summary report shall be filed annually thereafter until the ��dministration is complete.
I certify under penalty of perjury that the foregoing infc:�rmation is correct to the
best of my knowledge, information and belief. �--,
Date: May 23 , 19 88 � /',�,);' ` .
Maria . omp ns � per� nal Re resentative
Assistant Trust Officer �
This report must be signed by the personal representa�ive, or one of them when more
than one, or by eounsel for the estate.
�.,
y
REV—�547 EX (12-87)
�� NOTICE OF INHERITANCE TAX ACN 101
d,.
.. .;OMMONWEAITH OF PENNSYLVANIA �
DEPARTMENT Of ReveNue �.- � APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU oF INDIVIDUAL Taxes ,- OF DEDUCTIONS, AND ASSESSMENT OF T� DATE 07-2 — 8
P.O. BOX 8327
HARRISBUP,G, PP 17105-8327 FILE N�. 21 88-0235
ESTATE OF WILKES MARGARET M COUNTY CUMBERLAND
DATE OF DEATH 03-20-88
NOTE: TO INSURE PROPER CREDIR OF WILLSACCMAKE CHECKIPAYABLEPTOR"REGISTER�OFTWILLSOTAGENTITH YOUR TA
PAYMENT TO THE REGISTE REMIT PAYMENT TO:
REGISTER OF WILLS
WAYNE P KAUTZ CUMBERLAND CO COURT HOUSE
1ST BK & TR CO TR DEPT CARLISLE, PA 17013
PO BOX 350 Amount Remitted
MECHANICSBURG PA 17055 a��, Q�
I
CUT ALONG_THIS LINE_ "� RETAIN LOWER PORTION FOR_ YOUR_RECORDS '"'�_ - - - - - - - - - - - - -
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�:
�fJMMC�►1�[WEAL�'H OF PENNSVI�UANld�'� � ��, x
�h10. ��,����1� , QEPARTMEWT C►F REVENIJE
C����CNAL RECEIP'��'�+ PEN'��NSYLYA(�IA INHERtTANC��4NTl I�:STA'�'E TAX ,, � _
�ev.,,s2 ers(�z�as��: -�-- --
� .�eCN
� ASa15SMENT � qMOUNT
RECEIVED FROM: CC."I�JTROL !
fJ'tJiMBER
• � ��'.:l $��� .��/
F�.r�t ��nk & 7Crust Com�a�ny
�.�u�t D+�►pA���nent _.---
P. C�. &��a� 350
Mach�a�3.c�taurg, PA J,7(15� __..___.
FOlO HERE -
— FOLD HERE -
ESTATE INFORMATION:
� FILE NUMBER
21.-88--235
� NAME OF DECEDENT (LAST) (FIRST) (MI) -----
t�l�lke� M�z� a�'e� y'"� -
� DATE OF PAYMENT
� Jt31 26 2,98$ _
� POSTMARK DATE
Jtxl 2� �.9t38
OUNTY
bEA��d
DATE OF DEATH
Ady.w..�+.h '9f1 ],f�$$, � 70TA�L AMOUNT PAID —.����-^��--
REMARKS
1.- w�
y , �
SEAL q�EC�I��ED BY ±.��— � . –
f /,.:".,�9,�", _ ._.,,,. , � {f� ��,c%%'
51 ATURE
l
;
REGISTER 0�W�LLS
__._....._....._.... .__... v. _... � _.._. � _.,._. ...� �.,.... _...._ ____. __. __._ � ...._ ._ .--.��'111�""1(_f1.1T ...._ ._._ ._. ._._. _._. _.._. .u._ ..._ __._ - _
i ... �.•�� . i
�S'.
\
REV-1E.47 EX (12-87)
:.oMMONwea�TH oF aennsnvania . + � NOTICE OF INHERITANCE TAX
DEPARTMENT oF REVENUE '�,."�o _.���Cu' pppRAISEMENT, ALLOWANCE OR DISALLOWANCE QCN 101
BUREAU OF INDIVIDUAI TAXES �
P.O. BOX esz� OF DEDUCTIONS, AND ASSESSMENT OF TAX
HARRISBURG, PA 17105-6327 DATE 7-2 -HH
ESTATE OF WILKES MARGARET M FILE N0. 21 88-0235
DATE OF DEATH 03-20-88 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT".
REMIT PAYMENT TO:
WAYNE P KAUTZ REGISTER OF WILLS
1ST BK & TR CO TR DEPT CUriBERLAND CO COURT HOUSE
PO BOX 350 CARLISLE, PA 17013
MECHANICSBURG PA 17055 Amount Remitted
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS '�
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1547 EX (12-87)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILKES MARGARET M FILE N0.21 88-0235 ACN 101 DATE 07-25-88
TAX RETURN WAS: ( ) ACCEPTED AS FILED (X ) CHANGED - SEE A�'�'ACH �EL�,NOTI�;
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE '
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN -
1. Real Estate lSchedule A) ( 1) .00
2. Stocks and Bonds (Schedule B) ( 2) .00 -- •
3. Closely Held Stock/Partnership Interest (Schedule C) i 3) .00
4. Mortgages/Notes Receivable (Schedule D) ! 4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ( 5) 71,758.77
6. Jointly Owned Property (Schedule F) ( 6) 14,134.36
7. Transfers (Schedule G) ( 7) .0 0
8. Total Assets ( 8) 85,893.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerai ExpenseslA�iministrative CostslMiscellaneous
Expenses (Schedule H) ( 9) 7,981.17
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 268.66
1 1. Total Deductions (1 1) 8,249.83
12. Net Value of Tax Return (12) 77,643.30
13. Charitable/Governmental eequests fSchedule J) (13) .00
14. Net Value of Estate Subjeci to Tax (14) _ 77.643.30
NQTE: if an assessment was issued previousty, lines 14, 15 and/or 16 and 17 will
reflect figures that inctude the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 6% rate (15) .00 X.06= .00
16. Amount of line 14 taxable at 15% rate (16) 77,643.30 X.15= 11,646.50
17. Principal Tax Due (17) 11,646.49
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST (-)
05-23-88 365587 571.07 10,850.42
PAYMENT MUST BE MADE BY 12-20-88*. TOTAL TAX CREDIT 11 421.49
BALANCE OF TAX DUE 225.00
INTEREST .00
* IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION TOTAL DUE 225.00
OF ADDITIONAL INTEREST
(IF BALANCE DUE IS LESS THAN S 1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED)
REV-1470 EX(2-86)
COMMONWEALTH OF PENNSYLVANIA
DEPAR'3/IENT OF REVENUE INHERITANCE TAX
BUR�AU OF INDIVIDUAL TAXES
P. O. BOX 8327 EXPLANATION OF CHANGE�
HARRISBURG, PA 17105-8327 �
�� DECEDENT'S NAME �'�r�ar�� �• �z��`�5 FILE NO. 2?�8--�}235
�„
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� ITEM EXPLANATION OF CHANGES
z: SCHEDULE NO.
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TAX EXAMINER: PAGE
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REV-1607 EX (12-87)
COMMONWEALTH OP PENNSYLVANIA ;��d �; � i ACN
DEPARTMENT OF REVENUE �� INHERITANCE TAX IOZ
BUREAU OF INDIVIDUAL TAXES �' V
P.O. BOX 8327 � STATEMENT OF ACCOUNT
HARRISBURG, PA 17105-8327 DATE 0 -15-88
ESTATE OF WILKES MARGARET M FILE N0. 21 88-0235
DATE OF DEATH Q3-20-88 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMfNT
TO THE ADDRESS SHOWN. MAKE CHECK PAYABLE AND REMIT PAYMENT T0: �
WAYNE P KAUTZ REGISTER OF WILLS
1ST BK & TR CO TR DEPT CUMBERLAND CO COURT HOUSE
PO BOX 350 CARLISLE, PA 17013
MECHANICSBURG PA 17�55 -- •
Amount Remitted
CUT ALONG THIS LINE "'� RETAIN LOWER PORTION FOR YOUR FILES `
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1607 EX (12-87) ** INHERI7ANCE TAX STATEMENT OF ACCOUNT **
ESTATE OF WILKES MARGARET M FILE N0. 21 88-0235 ACN 101 DATE 08-15-88
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NQMED ESTATE. SHOWN
BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, THE APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND,
IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-18-88
PRINCIPALTAX DUE:................................................................................................................................................... 11,646.49
PAYMENTS (TAX CREDITS): ^`y `� . -
7,.
PAYMENT RECEIPT DISCOUNT + AMOUNT PAID
DATE NUMBER INTEREST (-) ''
05-23-88 365587 571.07 1Or850.42 -
07-25-88 401785 .00 225.00 ,
TQTAL TAX CREDITS 11,646.49
BALANCE OF TAX DUE .00
INTEREST .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST
(IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED)
�
REGISTER OF WILLS OF CUMBERLAND C�)UNTY
REPORT OF STATUS OF ADMII�TIST'RA'I"iON
(For ftesident Decedents Dying After Jwly �, 1984)
ESTATE NO. 21- 88- 235
Name of Decedent: i�1a""'"'�� M `�T���`PG -
Social Security Account No.:
171-10-1195
Date of Death: March 20 1988
Name of Personal Representative(s): The First Bank & 'I'rust Co.
P. O. Box 350
Mechani_ csburg� Pennsylvania 17055
Capacity Executor X Administr��tor c.t.a.
(check one) Administrator
Administr��tor d.b.n.
Is the administration of the estate complete? Yes X _ No
If "yes", how was the administration ended? (cl�eck one)
By court accounting
X
By account stated to parties in interest
Did the parties release the
personal representative?
Other (explain) ----
Total amount paid to date to creditors and for funeral a�id $ 19 352.25
administrative expense
Total value of distributions to date to beneficiaries
$ 54,876.19
If administration is not complete, estimated value of ass�:ts �
still in administration
NOTE: This status report is due no later than the due dat� fnr filing the Pennsylvania
Inheritance Tax Return or, if no Inheritance Tax Return is required, nine (9) months
after the date of death; if the admini�heti�ter unt�1��administ a ton is conmp ete.
a summary report shall be filed annuallY
I certify under penalty �f pmatuon and beleef�regoing ic�formation is correct to the
best of my knowledge, in o I „� ,
nate: SEP 6 1988 , ls � :'� 1
, rsonal Representative
Maria A. Tompk' �
Assistant Trust Officer
This report must be signed bY the personal represenl:ati�e, or one of them when more
than one, or by counsel for the estate.
1
� �� � ■i■ �
THE FIRST AND FIN11L ACCOUN'I' OF TII� FIRS'f' I311NK 11ND TRLfST �'OMPANY, NIECHANICSBURG,PA
�CU`I'OR OF TI� ESTATE OF MARGARET M. WILKES
LATE OF TI� TOWNSHIP OF EAST PENNSBORO, CUMBERLAND COUN'i'Y
PENNSYLVANIA, DECEASED
PROF'OSED SCIiEDULE OF DISTRIBUTION
Balance for distribution as shown by First and Final Account 54,876.19
DISTRIBUTIONS
Marie D. Eddis - one-third (1/3) of residue of Estate
per Item 2 of Will
. Cash - Principal 17,792.17
Income 489.89
18,282.06
Thomas J. Hickey, Jr. - one-third (1/3) of residue of Estate
per Item 2 of Will
Cash - Principal 17,792.17
Income 489.89
18,282.06
James E. Smith, Jr. - personal property distributed-in-kind
per memorandum dated 1985 80.00
one-third (1/3) of residue of Estate
per Item 2 of Will
Cash - Principal 17,712.18
Income 489.89
18,282.07
Marie Eddis Johonnett - personal property distributed-in-kind
per rr�err�orandum dated 1985 30.00
'I'OTAL DISTRIBUTION 54,876.19
�,�,,." �il.� PacE H8�
, . ' . .
STATII�IF,IVT OF REA.SON F'OR DISTRIBUTION:
Distribution is made in accordance with the Last Will and Testament of
Margaret M. Wilkes, dated April 17, 1978 and Merrbrandum dated 1985.
We hereby certify that actual notice of the ti.rne of presentation
of this account and of the character thereof has been given to every unpaid
creditor who has given written notice of his claim to the accountant or its
attorney and to every other person of whom the accountant has notice or
knowledge who claims an interest in the estate as a beneficiary or next of kin.
The Fir Bank & Trust Corr�pany, Mechanicsburg, PA
Execut of the s a f Margaret M. Wilkes,
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BY � �� �
Way u , - ' President and Trust Officei
�
COMNIONWEALTH OF PEN[�1SYLVANIA : r"
COUN1'Y OF CUMBERLAND .
I hereby certify that on this����`��day of � >� .'� > � �'= , 1988, before me,
the subscriber, a Notary Public in and for the said Cam�onw�ealth and County,
personally appeared Wayne P. Kautz, Vice President and Trust Officer of The First
Bank and Trust Company, Mechanicsburg, PA and who being duly sworn according to
law, deposes and says that the facts stated in the foregoing Proposed Schedule of
Distribution are true and correct to the bes owl e and belief.
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Sworn����r+�d" • r P$ibed to before me
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thi������;;bfi'����.r��,Yz�'« �.�,, 1988.
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MECNANlCS�J'�tG 1�81�.��,�4'���Ct�.�a�J�OliiriY
MY COM�F�SS6�11�,�7����.S F[n.9, 1991
Member, Pennsyivania Association of N6taries
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TF-� FIRST AND FINAL ACCOUNT OF THE FIRST BANK AND TRUST COMPANY, NIECHANICSBURG, PA
EXECUI'OR OF TI-IE ESTATE OF MARGARET M. WILKES
LATE OF TI� 'I'OWNSHIP OF EAST PENNSBORO, CUMBERLAND COUN!'Y
PENNSYLVANIA, DECEASED
DATE OF DEATH: March 20, 1988
DATE OF ISSUANCE OF LETTERS: March 25, 1988
DATE OF ADVERTISING: CCJMBERLAND LAW JOUFtNAL
April 8, 15, 22, 1988
THE SENTINEL
April 1, 8, 15, 1988
ATTpRIVEy; J. Robert Stauffer, Esquire
Main and Market Streets
Mechanicsburg, PA 17055
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TI-IE FIRST AND FINAL ACCOUNT OF TI� FIRST BANK AND TRUST L'OMPANY, MECHANICSBURG,PA
EXECU'I'OR OF TI� ESTATE OF MARGARET M. WILKES
LATE OF TI� 'I'OWNSHIP OF EAST PEI�IlVSBORO, CUMBERLAND COUNTY
PENNSYLVANIA, DECEA.SED
PERSONALTY PRINCIPAL
RECEIPTS
�
The accountant charges itself with the
Inventory and Appraisement as filed: $71,758.77
Also with the following:
1988
April 25 J�hn Hancock Mutual Life Insurance 1,000.00
TOTAL PERSONALTY PRINCIPAL RECEIPTS $72,758.77
PERSONALTY PRINCIPAL
DISBURSII�IENTS
1988
March 25 Register of Wills - petition of Probate and Letters
Testamentary and short certificates 85.00
29 Clunberland Law Journal - advertise Letters Testamentary 30.00
April 13 Vital Records - death certificate re: Kenneth R. Wilkes 3.00
19 Mary Fluke - charge for cleaning apartrnent at Bethany Towers 40.00
19 Bethany Towers - final bill 155.96
25 Bell of PA - final telephone bill 9.34
May 05 Family Internal Medicine - balance due 57.00
11 Myers F�neral Home - funeral e�enses 236.45
11 The Sentinel - advertise Letters Testamentary 35.09
13 Chuck Brickers Auction House - fee for public sale 250.75
—'�r'� �i� I''a;� C�! ��
May 17 Holy Spirit Hospital - balance due 6.36
23 Mary E. White - notarize Inventory & Appraiserr�nt 2.00
23 Register of Wills - filing Inventory & Appraisernent and
Debts & Deductions 15.00
23 Register of Wills - PA Inheritance tax balance due 10,850.42
June 03 Register of Wills - additional probate fee due 25.00
July 26 Register of Wills - additional PA Inheritance tax due 225.00
RESERVE FOR TfiE FOLLC7WING:
The Fisst Bank and Trust Co. - executors fee 3,587.94
J. Robert Stauffer, Esquire - attorneys fee 3,587.94
Reserve for filing account, etc. 150.00
TOTAL PERSONALTY PRINCIPAL DISBURSII�IENTS $19,352.25
REALTY PRINCIPAL
RECEIPTS
None
RFAT'TY PRINCIPAL
DISBURSII`�ENTS
None
PERSONALTY INCONIE
RECEIPTS
1988
April O1 Interest - The First Bank & Trust Co. - certificate of deposit 21.59
08 " _ " " " " " 124.81
15 �� �� �� �� _ IMMA 9.26
'^" ,� ""' t P'ri� �+-i��y
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April 25 Interest - The First Bank & Trust Co. - certificate of deposit 101.10
May 02 �� _ �� �� �� _ �� �� 60.83
10 " _ " " " _ " " 221.88
13 " _ " " " - IN�1A 39.30
25 " - " " " - certificate of deposit 91.56
June Ol " _ " " " _ " " 60.83
13 " - " " " - IMMA 156.14
24 " - " " " - certificate of deposit 91.56
July O1 " _ " " " _ " " 60.83
13 " _ " " " - ININIA 179.68
25 " - " " " - certificate of deposit 91.56
Aug O1 " _ " " " _ " " 60.83
12 " _ " " " - IMMA 175.27
TaI'AL PERSONALTY INCOME RECEIPTS 1,547.03
PERSONALTY INCOME
DI SBURSIIKEI�TI'S
The First Bank & Trust Co. - carmission on income 77.36
'I'OTAL PERSONALTY INCOME DISBURSE[�NTS 77.36
_, -� � :�t r r�-,�-�
'�� n. �.�_� , ,�.__ � ��
. . . . _ . __ _________ _
REALTY INCOI��
RECEIPTS
None
RrAr,TY INCOP�
DI SBURSII�4ENTS
None
S U M M A R Y
'1'OTAL PERSONALTY PRINCIPAL RECEIPTS 72,758.77
`IC)TAL PERSONALTY PRINCIPAL DISBURSII�IENTS 19,352.25
53,406.52
'I'C7I'AL REALTY PRINCIPAL RECEIPTS -0-
TOTAL REALTY PRINCIPAL DISBURSII"IEENTS -0-
-0-
TOTAL PERSONALTY INCOME RECEIPTS 1,547.03
TOTAL PERSONALTY INCONIE DISBURSEN�',IVTS 77.36
� 1,469.67
TO`I'AL RF,ALTY INCOI�'� RECEIPTS -0-
TO'I'AL REALTY INCOME DISBURSII�fENTS -0-
-0-
BAI,P,I�iCE FnR DISTRIBUI'ION 54,876.19
BALANCE CONSISTS OF Tf� FOLL�OWING:
�H ---- Principal 53,296.52
Income 1,469.67
54,766.19
Household furnishings - appraised value 110.00
�AL F�OR DISTRIBtTPION 54,876.19
.�, �- . �-��a
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We hereby certify that actual notice of the ti.rr�e or
presentation of this account and of the character thereof
has been given to every unpaid creditor who has given
written notice of his claim to the accountant or their
attorney and to every other person of whom the accountant
has notice or knowledge who claims an interest in th�e
estate as beneficiary or next of kin.
The t Bank & Trust Ccxripany, Mechanicsburg, PA
Exe r o st e of Margaret M. Wilkes,
Dec I�.. ��
i�; '�
Wayne P au , i e President and Trust Officer
;
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C�ONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND .
I hereby certify that on this ��day of �-���;����-���'°���+, 1988, before me the
subscriber, a Notary Public in and for the said Corrrr�nwealth and County,
personally, appeared Wayne P. Kautz, Vice President and Trust Officer of
The First Bank and Trust Ccxnpany, Mechanicsburg, PA the above narr�ed
accountant, who being duly sworn according to law, deposes and says that
the foregoing is a true and correct account of all the rights, goods,
chattels and credits which came into the hands or possession of The First
Bank and Trust Company, Mechanicsburg, PA, Executor as aforesaid, or into
the hands or possession of any other person or persons for it.
The affiant further says that no person claiming to be interested in
said estate, whether as creditor, legatee, next of kin or otherwise, gave
written notice of such claim to The First and Trust Company,
Mechanicsburg, Executor as aforesaid.
/
Swr�rn and subscribed to before me
��,��d��acrr�x,yro� /�,,/
���•����k��, �,s���,_�,�,n-�'z�� 1988. U.
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h3i:£!�(dtiS�y'2u bv'r���B[t�� J i:Ci!?iiY
'1�Y�Lj1�.;�`1`�1�`t��,`�„�P it�FEa. 9, 199i ,
Memjfe�,�gr�i�yl3�i,�t�dciation of Ndtaries
Exhibited into the Office of the Register of Wills in and for the County of
�
Cumberland this day of , 1988, by
The First Bank and Trust Ccxripany, Mechanicsburg,P�
Executor of Estate of Margaret M. Wilkes,Deceased
Vice President and Trust Officer
� . �
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