HomeMy WebLinkAbout95-00762
Sworn to m urfirmeil TQ11d subscribed
before me this '12 H dry or
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VARY C. LEWIS /("JliSler
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l)ETITlON H)lt l)ROnA TE and GRANT 01' LETTEltS
No. __21-95- '1 It; ~
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_---,----------~ Regisler or Wills I'm the
.,_. /),...,."wtl, CounlY or _~!I"'berlal1!!.....- in Ihe
SIIdu' S<'CI/fil)' Nil. -1!l1-1Ji-6!t62 Conunonweulth or I'ennsyl\'nnlu
The pelltlon or Ihe undersigned respeclfully represenls IlulI:
Your petillonerls). who is/nre 18 yenrs or nge or older nnlhe executrix
In Ihe Inst will or Ihe ubo\'e decedenl, dnted October 5
nnd eodicills) dnled
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Betty J. Shenk - dJa/d - 08-11-95
(lI1ate ,dC\'lIll\ \.:t"'llnt~lanf;"\. c.tt. ,cl1ulldl'11(1I1, c.lcath nf t'\C1:UHlr. I.'IC.)
\Jecendenl wus domiciled nt denlh In Cumberland County. I'cnnsyl\'nnlu. with
h is lust fnmily or prlnclpnl residence nl 26 Coral Drive. Carlisle.
Nortb Middleton TOWllSbi
(lh,l !llfl'tt. II\llubcr and t1lundra1il)')
\Jeeendenlilhen ~_ yeurs of uge. died ---9ctober 5 . 19.95
ul Car isle Bos itsl .
Except us rollows, decedent did not murry, wus not dl\'oreed und did not huvc n child born or ndopled
nfter exceullon of the will offered for probnte; wns notlhe \'Ielim of n killing und wns never udJudicnled
incompelent:
Decendent ut deulh owned properlY with eSlimnled vulues .IS follows:
IIf domiciled In I'n.) All pcrsonul properlY
Ilf nOI domiciled In I'n.) Personnl properlY In Pennsylvnnln
Ilf not domiciled In I'n.) pcrsonnl property In CounlY
Vnluc of reul eslUIC in I'ennsylvnnlu
sltUUled us follows:
5 12.000.00
5
$_
5
WHEREFORE, pelltionerls) respect fully request IS) the probnle of the Inst will nnd eodlellls)
presented herewith und Ihe grunt of leller,-_J;.eata!!te,ntarv
(lC\lllI1lCntRf)'; udndni\lrnthm c.t,n.; ndm\nbnnllon d.h.n.c,t.R.}
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JOyce W. LaPP
27 Soutbside Drive
Ji!!.nUJ.e. PA 17241
486-5933
OATH 01<' PERSONAL REl)RESENTATIVE
COMMONWEALTH Ql<' l'ENNSYl.V ANIA '} l:lS
COUNTY 01" CUK1IEIlLAND
The petltlonerls) nbuve-null1cd swenrls) or nfflrm(s) thnllhe stnlemenls In Ihc foregoing pellllon nre
Irue nnd correct 10 Ihe besl or the knowledge nnd belief of petlllonerls) nnd thnt us pcrsonnl represcn-
tulivels) uf the nhOl'e deeedcnl pelillonerls) wl\l well nnd lrllly ndmlnlster the eslUle uccordlng to Inw.
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No. 21-95- 762
Estate of
Donald O. Shenk
, Deceased
DECREE OF PROBATE AND GRANT OF LETIERS
AND NOW October 13, 19~. in consideration or lhc pctltlon on
lhc rcvcrsc sldc hcreor, satlsractory proor having been prcscnted berorc mc,
IT IS DECREED lhollhc Instrument(s) dalrd October 5. 1979
described lhcreln bc admitted to probalc and nted of record ss lhc Jasl will or Donald O. Shenk
and Lcllers Test8llentary
src hcrcby granted to Joyce W. Lapp
FEES
Probatc, LCllcrs, Etc. ......... $
Shorl Ccrttncatcs( 2) . . . . . . . . .. $
Renl!nclstlon ........"....... $
X-~ages $ b.OO
JCP TOTAL _ $ fi;:Rg
Filed.. .QU~~~~. .1.~,. .1.~~~.............
50.00
6.00
-nfA(/~UJ/~ t't~ fht;[& !J~.
Re,l"e, or wlfJ. .
MAKY C. LEWIS
IRWIN~H~IGUT & HUGHBS
~ B.~n 06282
ATIORNEY (Sup. CI. I,D. No,)
60 West Pomfret Street
Carlisle, PA 17013-3222
ADDRESS
717-249-2353
PHONE
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21 - 95 - 762
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Ja$t Bill atth Qft$tawnt
I, DONALD O. SHENK, of Penn Township, Cumberland County,
Pennsylvania, declare this instrument to be my last will and
testament, hereby expressly revoking all wills and codicils
heretofore made by me.
1. I direct my executrix to pay all of my debts, funeral
and administrative expenses as soon as may be done conveniently
after my decease.
2. I authorize and empower my executrix to sell my realty
owned by me at my death, at either public or private sale, and to
give good and sufficient deeds therefor, in fee simple, as I could
do if 11 ving.
3. I devise and bequeath all of my estate of every nature
and wherever situate to my wife, Betty J. Shenk; providing she
shall survive me by sixty days.
4. Should the gift in Paragraph No.3 not take effect, ~
devise and bequeath all of my estate of every nature and wherever
situate in trust to the Farmers Trust Company, Carlisle, Pennsylvania,
for the use of my daughter, Ruth E. Shenk for and during her natural
life. The trustee, as well as my executrix, is hereby authorized
to retain unconverted, any property, real or personal, that I may
own at my death, and shall be under no duty to convert the same
into legal investments. The trustee shall have the power and
authority to hold, manage, invest and reinvest and to pay over the
net income of the trust property and/or such portion of or all of
the principal of the trust estate as in its sole discretion seems
proper for the support and maintenance of my daughter.
Upon the death of Ruth E. Shenk, the trustee is hereby
directed to pay whatever remains of income or principal of the
trust estate to Joyce W. Lopp, and if she is not living at that
time, to her daughter, Deborah L. Carey.
5. I nominate and appoint Betty J. Shenk to be the executrix
of this my last will and testament; she is to serve as such without
bond. Should she die before my death, renounce or refuse to serve
l I,'
for any reason, or die leaving any of my esta\"!,unadministered, I
nominate and appoint Joyce W. Lopp, as substitute executrix, also
CAr
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15-- 60-11
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS COUNTYCOOE
DECEDENT'S NAM[(LAST. FIRST. AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS
Shenk Donald O. 26 Coral Drive
SOCIAL SECUR'TYNUMSER OATEOF DEATH DATE OF BIRTH Carlisle, PA 17013
187-16-6882 10/05/1995 10/06/1921
"
COMMf,t'lY.~tM\\'/f".f1!lIWIJ~ANIA
HARR,sRS~t,'tI.ffi12'-~~'
FILE NUMBER
FOR DATES OF DEATH AFTER 12/11/81 CHECK HERE
IF A SPOUSAL
R~. 1600 EX . (7.....)
Cumberland
SOCIAL SECURITYNUMBER
Coun
(IF APPLICASLE)5URVlVlNG SPOUSE'S NAME (LAST ,FIRST AND MIDDLE INITiAl)
X 1. Original Relum
4. L1rmed Eslllle
05.
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(9)
11,219.48
Z. Supplemanllll Relurn
411. Future Interest Compromise
CIor dates of death ahlr 12-12-82)
rn 8. Dacedenl Oled Teslllle 0 7. O.cedent Mllntlln.d a Living Trusl
(Attach co of WHIl (Attach a co of Trust)
C p ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
o 0 NAME COMPLETE MAILING ADDRESS
D ~ Ro er B. Irwin Es uire IRWIN, McKNIGHT & HUGHES
S ~ TELEPHONE NUMSER 60 West Pomfret Street
T 717-249-2353 Carlisle PA 17013
1. Real Estale (Schadule A 1 one
2. Slocks Ind Bonds (Schadule B) (2) None
3. Closely Held StockIPannershlp Inlerest (Schadule C) (3) None
4. Mongages and Noles Racelvable (Schedule D) (4) None
5. Clsh, Bank Dlpos~s & Miscellaneous Personal Propeny (Sch. E) (5) 11,719.32
8. Jointly Owned Propeny (Schadule F) (8) None
7. Transfers (Schedule G) (Schedula L) (7) None
8. Tollll Gross Assels h01ll1 Llnls 1-7)
9. Funeral Expenses. Administrative Costs, Miscellaneous
Expanses (Schedulo H)
10. Dlbls. Mongage Llabll~les, LI.ns (Schedule I)
11. TOIllI DaduCllons h01ll1 Lines 9 & 10)
12. Nel Value 01 ESlale (Line 8 minus Line 11)
13. Charitable and Governmonllll Bequests (Schedule J)
14. Nel Value Sub 10 TIK (Line 12 minus Llnl 13)
15. Spousal T,ansfe,. (for dales 01 death ahlr 5-30-941
Se. Instructions for Applicable Percentage on page 2.
(Include values from Schedule K or Schadula M,)
16. Amount 01 Line 14 taxable at 6-1_ rale
(Include values from Schedule K or Schedule '-4,)
17. Amounl of Line 14 Iaxeble al15% rale
(Include values born Schedul. K or Schedule M,)
18. Principal lax due (Add laxlrom Line 15, 16 and 17,)
19. CreditslSp Poverty Prior Payments Dlscounl Inlerest
0.00+ 0.00 + 0.00 0.00
20. II Line 191s grealer than Line 18, enler Ihe difference on L1n120, This Is the OVERPAYMENT.
~ 0 Check here II ou are r. utllln a refund of our OVI ment
21. II Line 18 Is grlaler than Line 19. enle, the difference on Line 21, This Is Iha TAX DUE.
A. Enler the Interest on the balance due on Line 21A.
B. Enler the lolal of Line 21 Ind 21A on Line 21B, This Is Ihl BALANCE DUE.
Mlk. Ch...~ PI Ibloto: Rille' 01 Willi. A ont
· · BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
.rpenat..o petUl')', Klt..t Wh I .r.twn. nt ngKtOmpll1)'ngsc .. .t.t.~tl,. tal. Ita rrrJ now g.. '. t IlIlII.
correct and CCNI'lP'-t.. dec",. that.1I ,N1..lIt. has bMn r.ported .Ittue market v.lue. DKlar.Uon 0' ptllpatet oth., thin the personal '.pt...nlltl"'l. baNd on .lIlnfotmlUon of
whkh pr.par... hu any knowleog..
(10)
16,731.27
(15)
0.00 X
(18)
(16,231.43)< ,06 =
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(17)
0.00 X .15 =
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SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
21-95-762
YEAR
NUMBER
AMOUNT RECEIVED (SEE INSTRUCTIONS)
0.00
Remainder R.lurn
1I0r dales 01 d.ath prior 10 12-13-82)
Federal Estale Tax Relurn R.qulr.d
Tollll Numbar 01 Sale Depos~ Boxes
(8)
11,719.32
(11)
(12)
(13)
(14)
27,9S0.75
(16 .231.43)
None
(16 231.43)
=
0.00
0.00
0.00
(18)
0.00
(19)
(20)
0.00
0.00
(21)
(21A)
(21B)
0.00
O.CO
0.00
C~fo I ~~-z.-
SIQNATUm FPREPAAER01HER THAN REPRESENTATIVE
i?J.oL.
Joyce W. Lapp
27 Souths Ide Drive
Nii';'; in.;: -"Pi.. - - I7oi"3 - - - - - - - - - - - - - - - - - - - - - - - -. - - --
IRWIN, McKNIGHT & HUGHES
60 Wost Pomfret Street
Csrii-sio---PA---i70-ij---------------------------.-----
aoftw.... onty CPSYltems,lrc.
REV - 1512 EX. (1-13)
COlAt:.llllm4\~'IU~r.rAH'A
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI.u. Print 01 .
FILE NUMBER
21-95-762
Donald O. Shank SS# 187-16.6882 10/05/1995
ITEM DESCRIPTION
NUMBER
1 Autopass Store, acct.
1}5342476l3
2 Baneficial Consumer Discount
Co., 10sn #13405489
3 Carlisle Hospital, acct.
1}81891l0
-I
4 Ewing Brothers Funeral Homs,
balance for funeral of Betty
Shenk (spouse d/o/d -
8/10/9S)
5 Farmers Trust Company, acct.
1}10051752
6 Household Financial
Services, acct. 66210087
7 Montgomery Ward, account
{}22 -190.835
8 PNC Bank, N.A., euto loan
#40010000S1741032
9 Penn Power & Light, acct.
I}S21 6353 000
10 Robin K. Sollenberger, Tax
Collector (1995-96 personal
and real estate taxes)
AMOUNT
377.00
1,820.00
236.05
1,622.00
7,073.96
1,960.00
882.50
2,297.27
65.S7
396.92
TOTAL (Also .nt.. an line 10, R.ea bulatlon)
(If molt s~e.1s need.d.lns.rt additlona' shilts of sarna slz..)
Copyrlghl (e) lm.onn ,,'twato only CPS)"'_.I.....
S 16 731. 27
Fonn 1100 Schodulo I (RoY.'.b)
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la$t Bill atw Qfr$tmu~nt
I, DONALD 0.' SIIENK, or Penn Town.hlp, Cumbe,'land County,
Penn.ylvanla. declara thla Inotrument to be my Inet will nnd
te.tament. hereby expreeoly revoking all wills and codlcllo
heretorore made by me.
1. 1 direct my executrix to pay all or my debto, runeral
and administrative expenses 81 loon 08 may be done conveniently
arter my deceaae.
2. I authorize and empower my executrix to eoll my realty
owned by me at my death, at olther public or private onlo, and to
give good and ourrlclent deedo thereror, In ree olmple, as I could
do 1r living.
3. I devloe and bequeath all or my eo tate or every nature
and wherever situate to my wire, Betty J. Shenk: providing she
ohall aurvlve me by olxty days.
4. Should the girt In Paragraph No.3 not take errect, I
devise and bequeath all of my estate of every nature and wherever
situate 1n trust to the Farmers Trust Company, Cnrllale. PennsylvaniA,
ror the uoe or my dauRhter, Ruth E. Shenk ror and during her natural
life. The trustee, as well nB my executrix, 1s hel'eby authorl:cd
to retain unconverted, any property, real or perDonol. that I may
own at my death, and ohall be under no duty to convert the oame
Into legal Invootmenta. The truotee ohall havo tho power and
authority to hold, menage, Inveat and relnveot and to pny over tho
net Income or the truot property and/or such portion or or all or
the principal or the trust eotate as In Ito solc dlocretlon eeemo
proper for the support and malntenance of my dnu~hter.
Upon the death or Ruth E. Shenk, the truotee 10 hereby
direoted to pay whatever remains of 1ncome or principal of the
trust estate to Joyce W. Lopp, and Ir she 10 not IlvlnR at thnt
time, to her daughter, Deborah L. Carey.
5. I nominate and appoint Betty J. Shenk to be the exccutrlx
of this my last wlll nnd testament; BII!o. ...0 to serve an such wi thout
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bond. Should she die berore my death, renounce or rerun" to serve
for any reaDon. or tUe lc3vln~ any of my cotnte lJnndmlntstorcn, r
nominate nnd appoint Joyce W. Lapp. no substitute executrix, aloo
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CARLISLE AUTO SALES
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1460 Nawvllle Road
CI~III.. P."nJylvlnle 17013
(717) 24~.2979
FAX (717) e.1 Ieee .2 SI.1. jS"Y ~~
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Meals Mobile Home Sales Inc.
1 :lOO RII""r, HighwAY:.,.
(')IUII"III, PA 1701:1
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October 11, 1995
John' LOPP
'402 Green Sprihg Road
Newville, PA 17241
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Rn. Value of home owned by Donald Shenk.
. _ '. . ""'_ 'On
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'rho home locllted lit 26 cora'l nr1ve,'.ca'rl18le,"owned by
the late Donald Shenk hilS a value of $8800.00. Serial
Number of the unit iel 0310-0l0lN being a 1980 Ilomette
14x70 2 DR mobile home by skyline Corporation,
should you have any questions, pleaee do not..hesi t.a.ta '"
to con tact. me.
....'" ,\" " "
Sincerely,
CPw-....-... ,B. ~.-I-9..eL..o
Owen E. Meals
249-5446
OEM/sea
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DECEDENT NAME:
DATE OF DEATH:
SOCIAL SECURITY NO.:
Donald O. Shenk
10/05/95
187-16-6882
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
Auto Loan
4001??oo51741032
Betty J. Shenk
Donald O. Shenk
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
07/20/93
$2,297.27
$0.00
$239.71
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
STOCK INFORMATION CAN BE OBTAINED FROM CHEMICAL BANK
AT 1-800-982-7652
.. ._.r<_.:.-_____....-___.;- ,:.;".......,~:';.';.;.~~:L
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Property Management, Inc.
MAY 15. 1996
IRWIN.MCKNIGHT.HUGHES ATTN AT LAW
60 W POMFRET STREET
CARLISLE PA 17013
ATTN JACKIE DRAWBAUGH
RE: DONALD & BETTY SHENK
LOT 26 HARMONY ESTATES
BILL FOR RENTAL PAYMENT
.. .
'. ' .'. , ,. ~"" .'O'" ,.,
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FOR THE MONTH(S) OF: JANUARY 1996 RENT
JANUARY 1996 LATE CHARGE
FEBRUARY 1996 RENT
FEBRUARY 1996 LATE CHARGE
MARCH 1996 RENT
MARCH 1996 LATE CHARGE
APRIL 1996 RENT
APRIL LATE CHARGE
MAY 1996 RENT
MAY 1996 LATE CHARGE
JUNE 1996 RENT
$ 275;00
78.00
275.00
72.00
275.00
78.00
275.00
75.00
275.00
78.00
275.00
n
),
,:\
TOTAL AMOUNT DUE:
$ 2.031.00
PLEASE. NOTE: BEFORE WE CAN APPROVE ANY APPLICATION ON THIS HOME AT
LOT 26, THE RENT MUST BE PAID.
ec: FINANCIAL TRUST CORPORATION
ATTN JAMES COLTON
1300 Market Street. P.O. Box 622 . Lemoyne, PennsylvanIa' 17043-0622 . (717) 730-4141
BILL DUE THE 1ST OF EACH MONTH .
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STATEMENT OF ACCOUNT
[51 PO BOX 1060
POMONA CA 91769
I k)l :SEHOLD . FINt\:\C1:\L SERVICES
4493
37
St.ltlfftlftntQ.l"
tI... "'ICII;1Jt'tJ f'l!rt'Jore.nd mA.. (l6tmfHt1lO
11/10195
11129195
426.30
66210087
140.00
P1H.. relUrn IMI pomon.../ft tllUl' Mtnln...k:"
~.'P.)ffWOIau.D.t,.
1ot.t1 P'yrNftI D'l/tJ
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4493 2987F SHEN
HOUSEHOLD FINANCIAL SERVICES
PO BOX 88000
BALTIMORE MD 21288
1,"11I",11/"""11"11,1.1...1"11',,,,"11"1.1,11..,11..1
DONALD 0 SHENK 04
26 CORAL DR
CARLISLE,PA 17013-9401
Ched: N,." )'OUI~N
o M. dYng<<I. R<<XJIfIMW
.....on".....
6621008700000426301029920000042630662100878 0000
HOUSEHOLD FINANCIAL SERVICES
PO BOX 1860
POMONA CA 91769
p~~ 800-333-1630
P,yrnttnt, ,",1M ."", fUf. ot 1/1I. ,LU.ml'inl Iwl lId ~I!OIUI ml/ll'Jt .IJI,mellt
4493
81".""",0.."
NfI_' P.yrNnl Due D.tr.
TbINP.I)'rII<<IIOlJe
ActocNtf NumI>fN
11/10/95
140.00
1%0 00
66210087
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nelll. Ccdct'
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ClJ.Jrllfl'CHlnI~.t
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's.. elfIN.idff /0111.' 01 Tr4nJAct()l'l C/X1f1'
Ne"'PIt)'TTI<<II
0...0.0..
1 129195
Unpllid
Amcunlcl
Rlogutdr
PJrm.nr
140.00
426.30
~"'f11IMt
JHIlIW
D6""'1lJMCy
Ch4rfN OI~
6.30
OI1;oi~qu()fl/
AmClIn,
DUI1
T~I Amount
~OtINfU'
P')'f1>>fI' au. D.tt.
280.00
7:J70EV!l
. .
C.IRI./S/'/; 1/0S/'I7'AI.
146 I'AR/!/iR .H'/l/ilir
CARU51.li I'A /70/J
008700
PATIENT NA.ME
HE ACCEPT VISA I MASTERCARD
a DISCOVER CALL 717-249-6676
CRf.O CMtIJ I'AVMI:NT 11'\i1:()R"Alll)~
CARl) TVI'Il. fl-XI'. HAU
DONA 0 SIl
PATIENT NUMOER
8189110
cunRENT BAlANCE
236.05
AGREEMENT AMOUNT
.00
DISCHARGE' SERVICE DATE
09/301
DILLlNQ DATE
11/20/95
PAYMENT DuE DATE
12111195
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PLEAse
PAY
1HI8
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8189110 3 65 3 4 7 27 CK
caRLISLE HOSPITAL
246 PARKER STREET
CARLISLE, PA 170130310
1."111",111"",.11"11,1,1,,,1,,111,,",,11,.1,1,11,,,11,.1
DONALD 0 SIlEtI(
26 CORAL DR
CARLISLE
PA
17013-9401-26
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o PLEASE CHECK HEAE AND SHOW NAUElADORESS COARECTIQN ON REVERSE SIDE
DETACH HERE TO ABIURE PROPER CREOlT PLEASE WAlTE YOUR PATIENT NUUDER ON YOUR CHECK AND RETURN UPPER PORTION WITH REI,lInANeE I . -:-
. OATE DESCRIPTION QUANTITY AMOUNT
09/30/94 lM:t~RUS ROUTINE 1 81.90
10/01194 ~LASS 11 VISIT EMERGeNCY DEPT. 1 9!i.OD
09130/94 ~CETAHINOPIlENlCOD 30NG TABLET X 6 1 19.50
09'30/94 ~AG ICE LARGE DISP 1 7.95
.09/30/94 ~RACE CLAVICLE MEDIUH 3405-1 1 23.75
09/30/94 LING ARM MEDI~1 ~LIN 1 7.95
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IMPORTANT MESSAGE _"'AI!~!.'.I!~"""'E
ONALD 0 SIlEtI(
PATIENT NUMBER
YOUR ACCOUNT 8ALA/leE liAS NOT SEEN PAID IN 8189110
FULL. YOUR ACCOUNT liAS 8EEN REFERRED TO ACCOUNT SUMMARY
OUR COLLECTION DEPARTHENT. PLEASE CALL
717-249-6676 8ETHEEN TilE IlOURS OF 9AH A1ID PREVIOUS
4PH, TO HAIlE PAY/lENT ARRANGEMENTS. OALAt-ICE .00
"EW 236.05
CHARGES
PAYMENTSI
OTHER .00
ADJUSTMENTS
CURRtNT
ACCOUNT 236.05
DISCHARGE I SERVICE RAUoNCE
DATE 9/30/94 PAVJ,lENT
NEED IIELP HITIl OTlIER MEDICAL 8ILLS ?? AQREEMENT DUE DATE 12111/95
CARLISLE 1I0SPITAL CLAIM CARE 717-245-5158 AMOUNT .00 6WPAYW
AETAIN THIS PORTION. PAYMENTS RECEIVED AF1ER PILLING DATE WilL APPEAR ON NEXT 8TATEJ,lENT 236.05
. .~THI8. .
arAlo\OUNT,'
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Vital Racords
P.O. Bal( 1528
Nawcastla, PA 16101
IN RE. ESTATE OF
Donald O. Shank
26 Cor..l Dr.
Carlisle, PA 17013-9401
File Number.
Division.
DECEASED DATE. 10/05/9S
STATEMENT OF CLAIM
The undersigned hereby presents for filing against tha above astata
this statament of claim and allages.
1. The basis of tha claim is goods and sarvices provided
Donald O. Shenk and charged on account numbar 1534247613.
2. Tha name and address of tha claimsnt is.
Credi t First National Asso,:'iation
Ravolving Charge Account for Autopass Stora Customers
BK13/Credit Operations
PO BOl( 818011
Cleveland, Ohio 44181-8011
3. The amount of tha claim is $377.00 which amount is now dua and
owing.
4. Tha claim is not contingant.
5. The claim is not secured.
6. A stetement of the eccount is attachad.
Under penal ties of per jury, I declare thst I have read tha foregoing
and the facts allagad ara trua, to the best of my knowladge and balief.
Executed this 23rd day of November, 1995.
CREDIT FIRST NATIONAL
REVOLVING CHARGE ACC
BY.
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STORE CUSTOMERS
~~py mail~~~ ~s~al
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Ml1l1tgl)m..y Walll
hZI Dull.. "alln Rd
Hamlltnn. VIIDlI\la 2366fi
Crodlt Service Center
B04-71i6.4100
~~CEIVED
November 15, 1995
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NOV 1 8 1995
mWIN, McKNIGHT 8, H!JGHF,S
Roger B. Irwin
60 West Pomfret Street
Carlisle, PA 17013-3222
Re: Donald O. Shenk
Montgomery Ward Account No. 222-190-835
Dear Mr. Irwin,
We are sorry to hear of the passing of Donald O. Shenk and offer our
condolences.
The outstanding balance as of October 5, 1995, 1995 is $882.50.
This balance does not Include finance charges assessed after the
date of death. Please consider this our final statement.
If an estate is formally opened, please notify us of the court case
number, attorney's name, address and phone number, so we may file
a formal claim.
Sincerely,
9-- --6?. d
Joan Cook
Account Representative
1-800-827-5975 ext.4721
decfbn
",
.
~ Beneficial~
a.neflcl.l Conium.,
Dllcounl Comp.n,
I Soulh H.nove, Slf~el
(41111". Pe""'~lrtJ. 111>13
7" Z<l9.1S15
October 19. 1995
Irwin, McKnight and Hughes
Attorney's at Law
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, Pa. 17013
.,
.'.
RE: Donald O. Sheak
account number: 13405489
Dear Roger Irwin:
Regarding your letter we received earlier today in reference to
the above customer.
The fOllowing is the information you requested:
The exact names on the account: Donald O. Shenk and Betty J.
Shenk.
The balance at the d~te of his death: $1820.00 which includes
both principal and interest.
Also plea so find enclosed a copy of the List of Other Personal
Property that the loan was based off of.
If you need any other information, please advise and we will be
glad to furnish it for you.
Sinc~
~Llau~
Manager
.-
M
Ruth E. ;:ihenk
PHONE 17171 243_242\
October 30 1Q95
CARLISLE. M. 170t3 ' :19_
SINCE 1853
26 Coral Drive Carlisle, ia. 17013
SEYMOUR A. EWING
licensed Funeral Director
EWING BROTHERS 'Junuru1;}/0f1UV
630 SOUTH HANOVER STREET
MEMBERS OF NATIONAL FUNER~~ DIRECTORS ASSOCIATION
STEVEN A, EWING
licensed Funeral Director
WILLIAM M. EWING
Licensed Funeral Director
Oct. 5, 1995
Funeral expenses for Donald O. ~henk.
Professional ;:iervices, iacilities, and Equipment.
Silver Metal Sealer Casket.
.p2,285.00
1,290.00
Concrete Vault (Sealer)
Grave opening (Centerville)
Death Certificates ( 7 plus 1 for the VA )
:jl3,575.00
725.00
400.00
16.00
---------------
Balance on the funeral bill for Betty June Shenk
~4,716.00
1,622.00
----------------
Total
Received Oct. 26, 1995 - Cumberland CO. (Veteran)
:jl6,338.00
100.00
Balance
;jl6,238,OO
-----------------
LEGAL RATE OF INTEREST AFTER THIRTY DAYS
/
Attachment to Pennsyll'anla Inheritance Tilt Return
I,
,
File 1121-95-762
Donald O. Shenk
dloItl- October 5, 1995
\'
,
.
The attached Insolvent inheritance tax return has been filed by Joyce Lopp, Executrix of
the Donald O. Shenk Estate. The two main assets of the Estate, the 1985 Chrysler Lebaron and
1980 Homette Mobile Home had to be repossessed by Ihe financial institutions holding titles.
Therefore, the values really should not even be considered in 1he assets of the Estate but for
infonnational purposes only. Attempts for over six mon1hs were made to sell the assets, only to
the detriment of the Estate. The daughter of Mr. Shenk, Ruth, lived in the mobile home for an
additional two month period after Mr. Shenk's death, paying the lot rent and utilities. At the end
of the second month, she was forced to vaca1e the property, but lot rent continued to accumulate
from Property Management Inc., the mobile home park owner. There are also back real es1ate
taxes owing on the mobile home.
..
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In addition, 1he funeral cos1s from Mr. Shenk's predeceased wife (Belly Shenk died
August 10, 1995) had not been paid in full at the lime of Mr. Shp.nk's death. Therefore, that
funeral debt has 10 be paid in addition to Mr. Shenk's funeral costs.
The daughter, Ruth, is deaf and works minimal hours at a rather low paying job. She
resided with her parents her entire life and was forced to vacate the mobile home to get a less
expensive apartment closer to her job so she could walk 10 work and local slores.
,
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COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
ltH:RlTAHCE TAX DIVlSlDH
DEPT. I1D6"
HARRIIIUAG, PA 17Il'aD'O.
NOTICE OF IHHERITAHCE TAX
APPRAISEHENT, AllOVAHCE OR DISALLDWAHCE
OF DEDUCTIONS AND ASSESSI1ENT OF TAlC
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
ROGER B IRWIN E5Q
IRWIN ETAL
60 W POHFRET ST
CARLISLE PA 17013
10-22-96
SHENK
10-05-95
21 95-0762
CUMBERLAND
101
A.aunt R..l ttod
c
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HAKE CHECK PAYABLE AND REHIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTlON FOR YOUR RECORDS .....
iiifY:isiti-EX-"FP-rOY:9iii-iiiiTicnWYNHEifii'Aiicn'Ain-ppiiA'isEifiiir-;-"i.i."ciiii,iicE-cfi-..--------..----
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF SHENK DONALD 0 FILE NO. 21 95-0762 ACN 101 DATE 10-22-96
TAX RETURN WAS I (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED aNI ORIGINAL RETURN
1. R..1 E.t.t. ISchodu1. AI
2. Stock. _ Bond. (Schodul. Sl
5. Clo..1~ H.ld Stock/Partnarahlp Int.r..t (Schedula C)
4. Hortgag../Hot.. R~lv.bl. (Schedul. DJ
5. Ca&hlB.nk DapoaltaIHlaa. Par.onal Property (Schedula EJ
,. Jointly 0Wn0d Proporty (Schodu1. FI
7. Tr-nafara (Schedule OJ
a. Tot.l A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral EKPen.../A~. Co.t.IHlac. Expan... (Schedule HI
10. Dobt./Martg... liobi1iti../lionl (Schodu1. II
11. Tot.l Deduotion.
12. Hat Vatu. of Tax Return
15. Ch.rltabl./Gov.r~.nt.l Bequa.t. (Schedule J)
14. H<ot ~o1... of Eotot. Subjoct to TOll
If an assessmsnt wss issued previouslY, lines
reflect figures that includs the total of ahh
ASSESSMENT OF TAXI
15. Aoaunt of lin. 14 .t Spou..1 r.t. (151
16. ~t of Line 14 taMable at Lln..l/CI... A rat. (16)
17. ~t of Llna 14 taxable at Collat.raI/CI... 8 rat. (17)
18. Principal Tax Du.
TAX CREDITS I
PAYI1ENT
DATE
NOTEI
RECEIPT
HUIIaER
DISCOUNT (+ I
1HTEREST (- I
III
121
131
141
151
161
171
I CHAHGED
.00
.00
.00
.00
11.719.32
.00
.00
lal
1n-11410'" 1"-"1
DONALD
NOTEI To In Iura proper
crttdl t to )'our account,
lube!t tha upper portion
of thl1 fora with your
taM: pay.."t.
11.719.32
11,219.48
16.731. 27
1111
1121
(151
1141
14/ 15 snd,or 16, 17 and 18 will
rsturns assessed to dsts.
191
(101
.00 X .00.
.00 X .06.
.00 X .15.
Ilal
AIlOUIIT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
?7 .g~n 7~
16.231. 43-
.00
16,231. 43-
.00
.00
.00
.00
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS lESS THAN 11, NO PAYI1ENT IS REll'JIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, VOU HAY SE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.I
on
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RlIERYATlD'h E.t,t.. of dencMnh dvt,. on Dr befa,.. o.c..o.l'" 11, .91' -.. if MY futu,.. 'lnt.r..t In the ..t.t. .. .".....,.,.,..
In po.....lon or ....JOYHnt t. ct... . (coUat.,..u '*-1101,,,.,, of the decedWlt IUa,. the Ixpl,..Uon of MY ....t. for
lIf. or for r""', u. C.........lth ",.lIbr .xp,....b ra..,.".. the r-Jrttt to .,.,nta. ... ...... t,..".f.,. INMrtt.-.c. T....
It tn. 1.,uS ell.. . (colh..,..11 nit. an My IUCh future Int.,...t.
PlIIPOIl! Of
HOTUX. To fulfUl the ,.....r-.nt. 0' helUon '140 0' the JnhII,.UMCe and Elt.t. 'ax Act, Act 22 of 1991. 12 P.S.
'"lion IUD.
PA\1ENT, DetlMlh the top portion of thh NoUe. WMI aubIIlt with rau,. PIYNnt to the Reghhr of Willi prlntM on U. raver.. shill.
."KM. cMdI. or ~v orcS.r p'rlbl. tal REGISTER OF MILLS, AOEHT
AU p,~" rKlt"'ed IhIIU flnt be IIPPlJlld to My I"..r..t which "Y M due with tiny ,....lncMr IIpplJed to the tax.
REf1ICD (CR)a A ,..f.... of . tax credit, which .... not ,....Uld on the To Aeturn, "y tJ. r......t.. by cOIIpllUng ... "AppllRU.,
for Rlf\nt ., P....,.'lv.,..l. InhI,.lt~. ... Elt.t. T.... CRf'V-UlSJ. Appllc.tlon. .r. .v.I1_I. .t tha D'flc.
0' the R....t.r 0' W..l., anw 0' ~ ZJ R.v~ D..tr.ct D".c.., Dr by c.l..ng tha ~... "ahour
an~r."I ..rv.c. nuaber. 'Dr 'or.. ard.r.ng. In Penn,ylvan.. laIDDaS61aZ05D, out... Pann.y.vanl. ~
Mith.n local Harrisburg '1'" (717) 717aIDf4, TOO' (717' 771al15Z ("-arlng lap.lred Only).
DUCTlONS. Any party In .nt.r..t not ..thfled with the IPPr......"t, .1l~a or dl"UDtMnCa 0' decNctlon., or .....Rent
0' tax tlnclucUng dheOW1t or lnt.r..U .. MaNn 'WI thh Notlca .,.t object Mlthln ".tv (6D) ..... 0' recalpt of
th.. Notlc. bw.
-""".U.., PrDt..t to the PA Dep.rt....t 0' R.v~, ao.r-d 0' Appqh, Dept. l8SOZl, Harrisburg, PA 17lllalOll, OR
n'l8Cltlon to hava the ..tt.r dlt....lned at ttudlt 0' the ecCDW1t 0' the ~r'onal r.r..ant.tlva, OR
n.....1 to tha D,-phan.' Coura.
AlII""
JlTRA fiVE
CORRECTIONS.
F..tual '1'1'01" dl.cov.red ~ thl. ......-.ot ~Id be addr...ed In Mr.tlno tOI PA Depart-.nt 0' R.v~,
Buraau 0' Indlv.dual T...., ATTNI Po.t A....seent R.vlew unit, Dept. IID6DI, Harrllburg, P' 171"-0601
Phone (717) 717-6505. Sea page 5 0' tha bookl.t "Inltructlon. 'or IntMrltanc. Tall Raturn 'or. R..ldant
Dac~t.. (REV-IS0I' 'Dr an awpl8natlon 0' ~lnl.tratlvaIW correctabla arrora.
DISCDlI(J .
If an. tax dl.M h paid Mlth.n thr.. U, C11landar 1MWlU,. .ftar tIM dee""t'. death, . flva ptIrcant Ul', dheOU'lt 0'
the tax paid h .UOMed.
PENAL TV.
The lU taH ....ty non-partlc.patlon penalty h COllpUtad on tM tot.1 0' the t.. and Intara.t ......ad, end not
P.ld bafora J......ry II, 1996, the flr.t day aft.r tha ..-Mt 0' tha tax ~.t. parlod. Thh non-p.rtlclpatlon
penalty h IlPPUI_Ia In tha .... ......1' .... In the the ... U.. p.dad .. YOU would IIpPMI the tax end .nt.r..t
that h.. ba.,.. .....Nd aa Jr"'lc.tad on U,h notlca.
IHTEREST.
Intar..t h charged beg.,..lng .,lth flr.t day of da1Jr'MIUWM:Y, Dr nine (91 ..-.th. 8f1Id 0l'M (1) day 'roe the dIIt. 0'
"th, to the data tJ' P'YMnt. r.... .....Ich bee-. delinquent ba'ore .January 1, 1911 bear Intara.t at the r.ta 0'
.1Ie (Q) percent par ..... calcul.tad .t . "'l1y rat. 0' .000164, All t.... which bee_ delinquent on and aUar
~ry ., 19.1 Mill baar Intar..t at . rat. which .,111 vary fr.. c.l~r y..r to ClI~r ya.r Mlth that rata
announced by the PA Dap.rt.ant of Ravenue. ~ appllcabl. Int.r..t r.t.. 'Dr 19.' thrOUGh I'" .r"
!!!r lntlr..t bt. Dally lnt.r..t Factor l!!r Intar..t R.ta Dallv lnt.r..t Fltetor
nil m .ODO~I 19.7 n .OODIU
1915 In .ODOUI 1911-1991 llX .00UDl
i... m .DDISDl 1'" n .DODIU
1915 IJX .001SU 1995-1994 n .000191
i... lOX .DlU" 1995-.'" n .000n1
-"Intar..t I. c.lcul.ted .. 'ollow"
INTEREIIT . BaLANCE OF TAX UlIPAID X II\1IlIIER OF DAYS DELIHql1Elf1' X DAILY IIlTEREIIT FACl'OR
--Any Hotlc. I..ued .,tar the t.. bee.... delInquent MIll r.'lact an Intara.t calcul.tlon to 'Iftean (15' d.Y8
beyond the date of tha .........t. If peYMnt Ie aide eft.r ~ Intere.t coaput.Uon "'t. thown on the
Notlc., additional Inter..t w.t b8 calculat_.
7
CERTIFICATION OF NOTICE UNDER RULE 1l.6(al
Name ofDcccdenl:
Donald O. Shenk
Date ofDcalh:
October 5. 1995
Estate No.:
21-95.0762
To the Regisler:
I certifY that notice of the beneficiallnlerest required by Rule 5.6(0) of the Orphan's Court
Rules was served on or mailed to the following beneficiaries of the above-captloned estate on
October 30. 1995
NAma
Address
Ruth E. Shenk
26 Coral Drive. Carlisle. PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(0) except none
Dall::
10130195
(J/4>. '6. ~
Signalulc U
IRWIN, McKNIOIIT & HUGHES
Name RORer 0, Irwin. Esoulre
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Address 60 We,t Pom(ret Street
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Telephone 17171 249-2353
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Capacity:
Pcraonal RcprcscnlaUvc
X Counsel for Personal RcprcscntaUvc
STATUS REPORT UNDER RULE 6.12
Name ofDeceden1:
DONALD O. SHENK
Date of Death:
OCTOBER 5. 1995
No. 21-95-0762
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of1he administration of the above-captioned es1ate:
I. State whether adminislration of the estate is complete: .x.... Yes _ 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. I is Yes, state the following:
a. Did the personal represen1ative file a final account with the Court?
_ Yes --X.. No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did 1he personal representative state an account informally to 1he parties
in interest? .2L Yes _ No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Date:
l~t3 ~
Signature (
1011 )/96
IRWIN, McKNIGHT & HUGHES
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ROller B. Irwin. Esquire
Name (please type or print)
60 West Pomrret Street
Address
Carlisle. PA 17013
Clly, State. Zip
(717) 249.2353
Telcphone Number
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