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95-0110
I ~ ~ / I ~~'~ This is to certify that the certificate hereunto attached is a true and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L. 304. Auc ~ s DoT p Date Fran eropoli, ' ect Division of Vital Records w~ ~. ~.;~ (~ioM~~~ of Po~a~erurwu- • oe~i~roFH~rn • vrra: neo~ncs ~ ,L: i ~ ; ~' . ~ ~ ; CERTIFICATE OF DEATH _ • ~ 3 ~' O ~~ ' ; r......~,.~ fm. ,use " wcu~sEaiwrrMrr~ o+v~aonM«a.~.o.. •~`'r `"°q' ' wr •t'W,,,,,~. p~is.n~o.,cxy ar.«fap,ww, °' ar- Nrumrra.r" 48' ', na ~ ., . L'il 18 ~ 4 ALmonlc NY r~.wii$ °Y°"~on"' ^ ' °°"^ w"~ ;"~ ^ nwr~r ^ 'I ' ^ . . `• , Qanberland ~ ' .Pest Hol ' irit Floe i al r , wr...~.ww.~.w. + ,' r.ru. , ~Y w01w.© J ~u,,saw..q~weraM , Yfl ~$.~ ~ PEA * pia ~1 •~ V. P:• t waw wrt+ra+y .. , 610 ; Southview • Drive' ,n,.... Pa _ ~ ~r.e ++~ w.. w.w.~.. ' ~' `. MecFienl+csbu~, "Pa. •17055 ~°' ~ ~ •»•• ~ , w~~.watrl res.,wiew~rr.y ~ :,;Fbbert Danke ~ ~ J4in•Cernetiart ' . . ~ ~ f ., . ~. wO o....~4 ~w...u+.^' . o..+..i a.w~.. ' o..r.0; a.~ ~ p °"' , 011654-L , _ 9 S w. r rnw.w.;w.rn,~rw/rrrrr M~ rwrMrr~MM~ r`MrM ~.11.MrM1~rArew~M4/~ iwIMNM/.~ . ~w~grw.lMMrIrM Yiw. NM.~.~.W MR!! ~ . UrlwwN~~rrMM. ;NI~II~.rIr11 ~wwwn~irN uianwp ~b N ~ . ~~ ~ ~•~ ; rr~Mr. ~ o ~ ..r Mw wt e ~ ~ , . rwo~~o ~ ', ~ owtawu~r nsor ruwr~owoau~ nEraww~roccuar~o. oiwxr auur ' ww . ~ o.,, u.,, wrrr ^ C~ w~ w. O w ^ wraa. _ ^ c«rrr`rr.rw O n~a .uwr.ri.r.r~..Nw.~.rw~.w ~` p...~ .airy • r~. +o. go.o.,1 ~ s. ... w. ww~~rrrr ~womua '- Ngrernwrroa~raar~.Mrw.rdti.ar~~cwa.w.neooew.ar..x~l ^ "'' 11I ~ ~J "; wlr.~M.V~.~M.~~rw.w/wrrM.w~yyw.rrrwra .............................. ~.............:..... ~ 6~ .,'t '+ .'MOIIOIMO~NMOIl1'fr11MN~NgICYWAn~Oan panw.~npern.nao~.MV~bewOr/V . .,.~M.Wdr/Yr...M.. r~wrwrw..lMrr.rMr//rr.w.rr/rr~M.)w~rr.YYL .:.............'......... ~ ~~~ ~ •'i ~ ~- -L {- ~'.' •I~IC~L OfA~O110N01 M17N1 wM.~w..~...w..r.~rw«~rw~.N..r.ir+...r.r~««.wrr»W...«r.wr.....w~.~.w....yy.r ~Y~./4• .SSiMKd~S K~~ ~t ~~ \ ~.. PETITION FOR PROBATE and GRANT OF LETTERS ~' Estate of ~o~i~L~ ~ ~~VKS No. also known as To: Register of Wills for the Deceased. County of in the Social Security No. o ~ `~'~~ - Y d Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the c~ee++~~ named in the last will of the above decedent, dated ate` • /~ ~ , 19~_ and codicil(s) dated (state relevant circumstances, e.g. renu^ noct~ t~ ,death of executor, etc.) Decendent was domiciled at death in e-~ n~ ~"~~ County, Pennsylvania, with h %s last family orprincipal residence at 6/O fo~i7~iy:CUJ ..A~-~r`ve (list street, number and muncipality) years of age, died ~,7ar// Z , 19.Q, at 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: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ ~e~ ~~•0~•OO (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: ~~`~ WHEREFORE, petitioner(s) respectfully request(s) the probate of -the last will and codicil(s) presented herewith and the grant of letters~ca./,~•/~~fl..~{,cr~ c.f4. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. v v 1,..•!rs E'. ~i:tJds ~'v :c P.f i'rosS ~ o c 00 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 ~, COUNTY OF ~1l!?~~3~~9?G~ The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this day of 19 Register Cam. to 00 a !' .. is REGISTER OF WILLS OF ctunberland COUNTY OATH OF SUBSCRIBING WITNESS Debbie..Hildenbrand ( a subscribing witness to the will presented herewith, >(being duly qualified according to law, depose(s) and say(s) that she was present and saw Ronald E. Darks the testat or ,sign the same and that she signed as a witness at the request of testat or in h is presence and .(in the presence of each other) Sworn to or affirmed and subscribed before ` r ~ ~~y't^'~-'~ me this _ day of (Name) 19~, " 25 E. Lisburn Road, owmansdale, PA yo~y Nc~tarizl Seal Charles E. Sl~iiel;is III, Notary Public Mochanicsbur~ E3oro, Cwnt~rland (,ounty My (:arnrnissron Expires June 20,1996 Mra~nber, Penn~ylianiaA,sspc;iaGcxi of Nolari~e (Address) .(Nam ' v2~ (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of , codicil testat of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19 Register (Namz) (Address) (Name) (Address) REV•346 EX (8-92) ~~~ -_ FOR REGISTER'S OFFICE USE ONLY PA DEPARTMENT OF REVENUE ~ County Code Year File Number ESTATE INFORMATION SHEET DECEDENT INFORMATION: Enter data as it will appear on all documents submitted to the department. Name (Last) (First) (Middle) DANI{S RONALD E Decedent's Social Security Number Date of Death Date of Birth 050 40 6470 ril 2, 1992 ril 18 1943 TYPE FILING: Enter check (r) mark to indicate the nature of the return to be filed with the department. ®Probate Return ^Joint Assets Only ^Estale Tax Only ^Litigation Purposes (No Other Assets) LETTERS GRANTED• Enter check (~) mark to indicate the nature of the proceeamgs at the negtster or vvms • Office. (Attach additional sheets if explanation is necessary.) ^Teslamentary ©Administration ^No Letters ^Other (Please Explain) ATTORNEY/CORRESPONDENT Enter all data concerning the attorney or other individual to receive all INFORMATION: tax information and correspondence. Name (Last) (First) Shields, III Charles 'Street Address 2 W. Main Street City Mechanicsburg (Middle) E. State Zip Code PA 17055 Supreme Court I.D. ~ 38513 Telephone Number (717 766-0209 PERSONAL REPRESENTATIVE Enter all data concerning the personal representative(s) of the estate INFORMATION' authorized by the Register of Wills FYESr•_utnr/Administrator Name (Last) (First) (Middle) Social Security Number Shields, III Charles E. 171 38 1984 Street Address 2 W. Main Street City Stale Zip Code Telephone Number Mechanicsbur PA 17055 717 766-0209 Co-Executor/Administrator Name (Last) (First) .Street Address City (Middle) State Zip Code Social Security Number I I Telephone Number Co-Executor/Administrator Name (Last) (First) Street Address City (Middle) State Zip Code Social Security Number I I Telephone Numbe- Prepared By ~ Date G' ~ z-z-SS- RENUNCIATION J. 1~ In Re Estate of RONALD 1;. DUNKS deceased. To the Register of Wills of CtarnUerland County, Pennsylvania. The undersigned Lois M. Danks, wife and first named executrix of the above decedent, }tereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Administration be issued to Charles E. Shields, III, Attorney-At-Law WITNESS hand this day of , 19 . X ~`v • (Signature) 45 Henlopen Gdn. Kings Highway Lewes. DE 19958 (Address) (Signature) (Address) (Signature) (Address) RENUNCIATION In Re Estate of RONALD );. DUNKS deceased. To the Register of Wills of C~ur>uerland County, Pennsylvania. The undersigned Lawrence J. Kennedy, the second named executor of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Administration be issued to Charles E. Shields, III, Attorney-At-Law WITNESS hand this day of , 19 . X (Sigr~ture) • ~L~.~~y y 50 Windwood Road Lawrenceville New Jersey 08648 (Address) (Signature) (Address) (Signature) (Address) RENDNCIATI~N __-------- In Re Estate of RONALD E. DANKS deceased. To tl~e Register of Wills of Cumberland County, Pennsylvania. The undersigned ~rY Aruz Kennedy, the third named executor of the above decedent, hereby renounce(s)- the right to administer the estate and respectfully ask(s) that Letters of Administration ----* be issued to - Charles E. Shield ITT A ornP,~-At--Taw WITNESS hand this day of 19 x /f ~.2~5/9~ (Signature) 50 Windwuod. Road Lawrenceville, N.ew Jersey 08648 (Address) (Signature) (Address) (Signature) (Address) RENUNCIATION Irr Re Estate of RONALD E. DANKS deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned PNC Bank, National Association, alternate executor of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Administration be issued to C'harlPS F. Shi 1PC~~, TTT, Attorney-At-Law WITNESS d~~~ hand this 3~ day of , 19 J . (' azure) . PNC Bank, National Association 4242 Carlisle Pike Camp Hill, PA 17011 (Address) (Signature) (Address) (Signature) (Address) I, Debbie Hildenbrand, depose and say as follows: 1 .) I am an adult individual, currently residing at 25 E. Lisburn Road, Bowmansdale, Cumberland County, Pennsylvania. 2 .) On October 18, 1991 I was present in the office of Charles E. Shields, III, attorney-at- law, 2 W. Main Street, Mechanicsburg, Cumberland County, Pennsylvania. 3 .) At that time I saw Ronald E. Danks, now deceased, sign the original of the copy of his will attached hereto. DEBBIE HILDENBRAND Sworn to and subscribed before me, a notary public, on this ,~,~_ day of A. D. 1994. C• Notary Public Notarial seal Charles E. ShiekSs 111, Notary Public Mechanics~~rg Born, Curr~erland County Nty Commission Expires June 20,1996 Meml~r, Penn~yNaniaFatian of Netaria& AFFIDAVIT OF LOIS M. DANKS RE: LOST WILL OF RONALD E. DANKS. LATE OF UPPER ALLEN TOWNSHIP. CUMBERLAND COUNTY. PENNSYLVANIA ~ ~~~ I, Lois M. Danks, depose and say as follows: G~~j~'~ `-~ 1 .) I am an adult widow of Ronald E. Danks who departed this earthly life on ~` 2, 1992. 2 .) At the time of his death, I believed that we owned everything as tenants by the entireties and believed that it was not necessary to probate my husband's will or to go through any kind of estate settlement. 3 .) I have subsequently discovered that my husband held a single name bank account and an IRA account. Thus I need to probate his will, pay the appropriate inheritance taxes, and settle his estate. 4 .) I had possession of my late husband's will after his death, but in the process of moving and believing also that it was not important any longer, I have either lost or misplaced it. 5 .) The copy of the will attached hereto was prepared by Charles E. Shields, III, attorney- at-law, of 2 W. Main Street, Mechanicsburg, Cumberland County, Pennsylvania. The original was signed by my said husband in the office of Mr. Shields, in his presence, my presence, and the presence of Debbie Hildenbrand, who served as a witness to the signing. The signing took place on October 18, 1991. E - G-~-J-~--~~-f -------~ S EA L) LOIS M. DANKS Sworn to and subscribed before me, a notary public, on this _~ day of ~ ~ A.D. 1994. ~~' ~, Notary Public v~SAhl LOllISE l+~AhNIfVt~ f~OTkRY Pi1BLIC f~Y ~;t~;~f;~§S-~,'Ol1f E3~PiPES ~iAY ~~,1 ~"~-"w "`* I,.y,l f' ' FOR DATES Of DEATH AFTER 12131/91 CHECK HERE ~ INHERITANCE TAX RETURN IF A SPOUSAL RESIDENT DECEDENT POVERTY CREDIT !S CLAIMED ^ - FILE NUMBER COMMONWEALTH OF PENNSYLVANIA D (TO BE FILED IN DUPLICATE EPARTDEPT.28060EVENUE HARRISBURG PA t7t28 WITH REGISTER OF WILLS] 21 95 110 , -0601 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS RANKS RONALD E• (formerly*) 610 Southview Dri W SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH ve Mechanicsburg PA 17055 W 050-40-6470 4-2-92 4-18-43 , count CtinTlb~rland D (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) N/A SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) '++ ®1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return x c y =oo ^ 4. Limited Estate (for dates of death prior to 12-13-82) ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required y m (for dates of death after 12-12-82) a ®b. Decedent Died Testate (Attach copy of Will) ^ 7. Decedent Maintained o living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach copy of Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED-TO: yZ NAME Charles E. Shields III COMPLETE MAILING ADDRESS , 2 W. Main Street v O TELEPHONE NUMBER 717 766-0209 Mechanicsburg, PA 17055 1. Real Estate (Schedule A) (1) 0 2. Stocks and Bonds (Schedule 6) (2) 0 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0 4. Mortgages and Notes Receivable (Schedule D) (4) 0 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (5) $6 r 007.63 Z (Schedule E) 0 ~ 6. Jointly Owned Property (Schedule FJ (b) 0 ~ 7. Transfers (Schedule G) (Schedule L) (7) *lrif0. SChed. Only r a 8. Total Gross Assets (total Lines 1-7) (8) $ 6, 007.63 9. Funeral Expenses, Administrative Costs, Miscellaneous (q) $5 - 313.69 Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) $30.831.78 11. Total Deductions (total Lines 9 & 10) (11) $36,145.47 12. Net Value of Estate (Line 8 minus Line 11) (12) ~ 13. Charitable and Governmental Bequests (Schedule J) (13) 0 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) O 15. Spousal Transfers (for dates of death after b-30-94) See Instructions for Applicable Percentage on Reverse Side. (Include values from Schedule K or Schedule M ) (15) ~ x,_= 0 . 16. Amount of Line 14 taxable at b% rate (Include values from Schedule K or Schedule M.) (16) _ n x .Ob = 0 17. Amount of Line 14 taxable at 15% rate (17) ~ x 15 = ~ zc (Include values from Schedule K or Schedule M.) . 18. Principal tax due (Add tax from Lines 15, 16 and 17.) (18) 0 d 19. Credits Spousal Poverty Credit Prior Payments 0 0 Discount Interest 0 + + 0 _ 0 (19) 0 20. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. (20) ~ ^ .. 2 1. If Line 18 is greater than Line 19, enter the difference on Line 21 . This is the TAX DUE. (21) ~ A. Enter the interest on the balance due on Line 21A. (21A) 0 B. Enter the total of Line 21 and 21A on Line 216. This is the BALANCE DUE. (21 g) Make Check Payable to: Register of Wills, Agent Under penalties of perjury, I decl~ it is true, correct and complete. I ~ based on all information of which Bf SURE TO that all er has RETURN ALL QUESTIONS ON <1tEVERSE SIDE AND TO RECFIECK :MATH 's return, including accompanyjng schedules and statements, and to the bes as been reported at true market value. Declaration of preparer other than ge. wnwa 2 W. PA iT my Knowledge and beliet, ie personal representative is DATE ~ n~ ~~ DATE p~ Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: • 3% (.03j will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • 1 % (.01 j will be applicable for estates of decedents dying on or after 111 /97 and before 1 /1 /98 • Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (rj IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred X b. retain the ri ht to desi Hate who shall use the ro ert transferred or its income X 9 9 P P Y .. .............. c. retain a reversionary interest; or X ................................................................................... 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 years preceding death transfer property without receiving adequate consideration$ If death occurred after X December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration$ ................................................................................................... X 3. Did decedent 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-1508 EX+ ,s.e~, ' SCHEDULE E CASH, BANK DEPOSITS AND COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS INHRESIDENTEDECEDEHTRH PERSONAL PROPERTY Please Print or Type ESTATE OF FILE NUMBER RONALD E. DANKS 21-95-110 (All proparfy jointly-owned with the Righf of Survivorship must be disclosed on Schedule F1 (Attach additional 8Y:" x 11" sheets if more space is naeded.~ REV-1510 EX+ (2-67J /~( ~k COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDd1l.E G TRANSFERS OF FILE PLEASE PRINT OR TYPE Ronald E. banks 21-95-110 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE CCIVER SHEET I5 vFc ITEM NUMBER DESCRIPTION OF PROPERTY Include name of the transferee, their relationship to decedent, dote of transfer. EXCLUSION TOTAL VALUE OF ASSET DECD. % INT. DOLLAR VALUE OF DECEDENT'S INTEREST *For information purposes only: Decedent was under the age of 59 1/2 at the time of. his death. He held the following items in his IRA account at PNC Bank: 1. C.D. No. 48-930001-3 $11,312.72 2. Accr. int. to d.o.d. on Item 1 $ 514.64 3. C.D. No. 48-930002-1 $ 4,162.56 4. Accr. int. to d.o.d. on Item 3 $ 189.36 5. C.D. No. 48-930851-1 $ 1,423.11 6. Accr. int. to d.o.d. on Item 5 $ 88.17 7. C.D. No. 48-930861-0 $ 2,826.53 8. Accr. int. to d.o.d. on Item 7 $ 40.16 (see letter attached to Schedule E) TOTAL (Also enter on line 7, Recapitulation) I $ (If more space is needed, insert additional sheets of same size.) REV-1511 EX+ 17-881 SCHEDULE H FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND IN RESIDENTEDECEDENTRN MISCELLANEOUS EXPENSES Please Print or Type ESTATE OF FILE NUMBER Ronald E. Danks 21-95-110 ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: 1. Myers-Hamer Funeral Home, Inc. $ 1,460.00 (see letter attached) B. Administrative Costs: 1. Personal Representative Commissions _ _ Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees (and Ac~ninistrator's Fees combined) (*see informatio 1 Charles E. Shields, III (estim.) sheet attached) $ 1,300.00 3. Family Exemption Claimant Lois M. Darks Relationship widow $ 2, 000.00 Address of Claimant at decedent's death Street Address 610 Southview Drive City Mechanicsburg State PA Zip Code 17055 4. Probate Fees and short certificates $ 74.50 C. Miscellaneous Expenses: 1. Witness fee to Debbie Hildenbrand $ 5.00 2. Notary fees to Charles E. Shields, III $ 4.00 3. Notary fee to Recorder of Deeds $ .2.00 4. Advertising in Patriot-News Metro-West $ 48.19 5. Advertising in CL~nberland Law Journal $ 40..00 6. Filing Account (estim.) $ 100.00 7. Filing Inheritance-Tax Return $ 10.00 8• Vernon Martin, C.P.A. (estim.) (*see informational sheet $ 270.00 attached) TOTAL (Also enter on line 9, Recapitulation) $ 5, 313.69 (tt more space is needed, insert additional sheets of same size.) Estate of Ronald E. Darks Schedule H continued File No. 21-95-110 * Attorney Charles E. Shields, III is also acting. as administrator because decedent's widow has since relocated to Delaware State. His duties are being performed on an hourly billing basis of $100.00 per hour. The estate involved a variety of problems including a last will which required special applications and affidavits and renunciations in order to probate the photocopy in the attorney's file. Extensive research and reconstruction of old records was necessary. Accountant Vernon Martin had to research various tax issues, etc. '•r^` MYERS-HARMER FUNERAL HOME, INC. 1903 MARKET STREET P.O. BOX 291 CAMP HILL, PENNSYLVANIA 17011 LOCALLY O~'~'NED AND OPERATED April 20, 1992 Mrs, Lois K• parks 610 Southview DPA e 17055 Mechanicsburg Services for Ronald E. Darks April 6, 1992 Professional Services Use of Facilities Register Book Memorial Folders Death Certificates Honorarium for Clergy Direct Cremation Services Out of Town Obituary Total due: Less C>,merland County Veteran's Benefits: Total rii is jai i-Yii n thi ri'-v r7av~ - T>> E-'r~SP . ROBERT H. HARMER SUPERVISOR TELEPHONE 7]7-787-9961 $ 200.00 300.00 30.00 30.00 30.00 50.00 800.00 12_.00 $ 1,560.00 _ 100_0 $ 1,460.00 REV-1512 EX+ (1.93) COMMONWEAUH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Ronald E. Danks SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Please Print or IUMBER 21-95-110 ITEM NUMBER DESCRIPTION ~• Joint name mortgage obligation on marital residence situate at 610 Southview Dr. , Mechan1,C~~g~ Ctmiberland County, Pennsylvania. as of d.o.d. was $60,353.39 (see letter attached from PNC Bank) Joint debt apportioned 1/2 to decedent = 2. Joint obligation on account.# 18-10812-6-1 as of d.o.d. was $3.68. Apportioned 1/2 to decedent = (see letter attached from Peebles Dept. Store 3. Joint obligation on account # 4262 4600 0188 0682 as of d.o.d. was $377.09 Apportioned 1/2 to decedent = (see letter attached .from Core States Bank of Delaware) 4. First Card Account # 4250 4.07 359 006 Joint obligation as of d.o.d. was $929.42 Apportioned 1/2 to decedent = (see letter attached) TOTAL (Also enter on line 10, Recapitulation) AMOUNT $30,176.69 $ 1.84 $ 188.54 $ 464.71 J SI I X [ 1 /V (If more space is needed. insert additional sheets of same size.) PNC National Bank Consumer Lending ' M.S.103-01-02 103 Bellevue Parkway Wilmington, DE 19809 PNC ]~~~TI[~ December 13, 1994 Mr. Charles E. Shields III Mellon Bank Building 2 West Main St. Mechanicsburg, PA 17055 Re: Installment Loan Account 64-1~i~$11-4 Ronald E. Danks Dear Mr. Shields: In response to your recent request for a payoff on the above-mentioned loan, as of April 2, 1992, the payoff balance was 60,353.39. If you need additional information, please contact me. Very truly yours, Brigitte T. Weatherbee Central Customer Assistance (302) 791-2999 cc: 1001ccat Enclosure 01-1039-0 ~~~(~ I ~~~~~/7ll ~S~ 5~1~1 ~~~~ Peeb/es i~ir,~ri,+irn~r tiro>r.r~ 12/09/94 LOIS M. DANKS 45 HENLOPEN GARDENS LEWES DE 19958-0000 RE: CUSTOMER INQUIRY ACCT # 18-10812-6-1 DATED 12/05/94 DEAR LOIS M. DANKS Thank you for contacting us regarding your Peebles charge account. We have enclosed the following for your review: The requested reconstruction for April 1992. If we can be of further assistance please feel free to contact us at 1-800-723-4548. Thank you for shopping at Peebles! SINCERELY PEEBLES INC. .~ ~ . 3{~•;~rl.,z. JALANA BAIRD JBA 33272 +~',.. . ~; ; -.,., ~~ ~, ~. ~,.--~' I .:?~ >~' c- ~~ t v} ~ ' _4 Ct1 b~ ,Y.; c~ z y ld ~ G ~' U :rw.,~. N A ~ ~ ~ C~ . u ~ ~ 1 ». . `~ Y3 y O w ~ ~ ~~ , ., ~ U•- +-~ .; `.~... 1 '. y ~ ~Br~rrr.• .. .. .. .. :. .... ~;}n.: .. CoreStates Bank of Delaware NA PO Box 8925 Wilmington DE 19899-8925 December 14, 1994 LOIS M DANKS 45 HENLOPEN GARDENS KINGS HWY LEWES, DE 19958-1761 Account: 01-8115775-1 Dear CoreStates Cardmember: GoreState~ G~reStates Rangy of Delaware NA Thank you for your recent inquiry concerning your CoreStates Bank of Delaware Credit Account. Enclosed are copies of the statements you requested. It has been a pleasure to be of service to you. If you need further assistance please feel free to contact us at (800) 833-3010. Sincerely, ~Y ff~`-c-~/~ L Rhonda Clark Quality Service Specialist r t . ~.•t, t...k .~<I .. ~ .L . • .. `? `F. _ A t .• !7^?o ti't<2' .~s;~^. n.ep .try T r i ~ , "f?F~i~`Ca1~~~7"aNW, Df GE. 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Sute Zp Cade Teiepnone 1 I Oztxn paymem slue and rnwn wAft tXrecL payabN to Fall Card Fv5lCardNews TAKE A LOOK AT YC~JR AMRJ~L PERCENTAGE RATE. WITH FIR ST CARU'S VARIAELE PATE FrZICING THIS RATE HAS GONE DOWN 5 Tih1ES IN THE PAST 12 MONTHS. TAKE ADVANTAGE OF THIS GREAT RATE - MAKE FIRST CARD YOUR C~tJLY CAkD! lransectbn Posurq RNe•enCe Merrl+anl Name a rarrsaclwn pcgn Dr:e Dale and New wduwc. •es. ayments b Type Advancas b Dabes CredM 03/06 03/06 080_'i60'1902C11 LINGO'S ROSE & CRCIWN LEWES DE V 54.15 03/07 03/07 0803601914011 P.SHBY'S LEWES DE V 119.1 15 fIZ/1Q f1Z/1Q ft4fV. ZfH 1(K!'"Xl DnTADV I'!1l. a.IC/'TTfrAI I CV if.l(;TftAl r~ I!Y i/ ZQ% T.)( IFJ M REV-151] ER+ ~2-87) . h COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BEPIEFICIARIES ESTATE OF FILE NUMBER Ronald E. Danks 21-95-11n ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: ~. Lois M. Danks widow 100 45 Henlopen Gdn. Kings Highway Lewes, Delaware 19958 (per paragraph 2 of will attached) ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) (If more space is needed, insert additional sheets of same size) AMOUNT OR SHARE OF ESTATE { ~r'~ /\Q-7;~ LAST WILL AND TESTAMENT OF RONALD E. DANKS I, RONALD E. DANKS, oC the Township of Upper Allen, County of Cumberland, and Commonwealth of 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 a[ any time heretofore made. I. I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. 2. All the rest, residue and remainder of my Fstate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my wife, Lois M. Danks, to her own use and benefit absolutely. 3. In the event, however, that my said wife should predecease me, or should die at about the same time as I die, such as in a disaster common to both of us, I give, devise and bequeath all the rest, residue and remainder of my estate to my wife's brother, Lawrence J. Kennedy, in Trust, for the following purposes: He shall hold the same in safe investments and shall pay out one-fifth (I/5) of the corpus and any accumulated income thereon once each year for five (5) years so that at the end of the fifth year no.corpus or income shall be left, the divisions and payments of the overall residue to be made as follows: A. One-half (I/2) thereof shall be divided equally between my natural children, Robin Lea Danks and Sherry Lynn Danks. Should any of my children predecease me and be survived by children, they shall take der s[ir~e . Should any of my children predecease me and not be survived by children, then their share shall go to their sister. Should both of my children predecease me and not be survived by children, then their share shall be divided equally amongst my wife's children der stirces. B. One-half (I/2) thereof shall be divided equally between my wife's natural children, Vincenza K Lipira, Kristine H. Lipira, Brian K. Lipira, and Brendan K. Lipira. Should any of my wife's children predecease me and be survived by children, they shall take per su•rpes. Should any of my wife's children predecease me and not be survived by children, then their share shall go to his or her brothers or sisters. Should all of my wife's children predecease me and not be survived by children, then his or her share shall be divided equally between my children der stlrpeS 4. In the event my wife's brother, Lawrence J. Kennedy, is unable or unwilling to act as Trustee, I name my wife's sister-in-law, Mary Ann Kennedy. In the event that my wife's sister-in- law, Mary Ann Kennedy, is unable or unwilling to act as Trustee, I name The First Bank and Trust Company in her place and stead. 5. I address this paragraph to my and my wife's children. It is our intention that should circumstances permit upon the prior death (not simultaneous or as the result of a common disaster or accident) of either of us, the survivor shall give to the first to die's children, to be equally divided amongst them, the sum of Forty Thousand ($40,000.00) Dollars. It is understood that this is a precatory paragraph only. 6. I nominate, constitute and appoint my wife, Lois M. Danks, as Executrix of my Estate. In I the event that she is unable or unwilling to serve in such capacity, I appoint my wife's brother, Lawrence J. Kennedy, to be Executor in her place and stead. In the event that he is unable or unwilling to serve in such capacity, I appoint my wife's sister-in-law, Mary Ann Kennedy, to be the Executrix in his place and stead. In the event that she is unable or unwilling to serve in such capacity, I appoint The First Bank and Trust Company to be the Executor in her place and stead. I i direct that they shall not be required to Cile a bond to secure the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ,~ day of ®~ ~ , A.D. 1991. I SI `~N A-t.D ~~ ~{~-i'JKS (SEAL) _ Signed, sealed, published and declared by the above-named RONALD E. DANKS, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. ~~ /SI ~Ft3K31E HIcDE?J~IeA-+a~ REV-1547 EX AFP (12-94) COMNONWEALTN OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 1%128-0601 NOTICE OF INHERITANCE TAX ACN 101 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE CF CEDUCTIONS AND ASSESSMENT OF TAX DATE 08-28-95 ESTATE OF DANKS RONALD E FILE N0. 95-0 DATE OF DEATH 04-02-92 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT'' REMIT PAYMENT T0: CHARLES E SHIELDS III REGISTER OF WILLS 2 W MAIN ST CUMBERLAND CO COURT HOUSE MECHANICSBUR~ PA 17055 CARLISLE, PA 17013 Amount Remitted CUT ALONG THIS LINE ! RETAIN LOWER PORTION FOR YOUR RECORDS t ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP [l~-94) NOTICE OF INHERITANCE TAX APPRAESEMENT, ALLOWANCE CR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DANKS RONALD E FILE N0. 21 95-0110 ACN 101 DATE 08-ZB-95 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED 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. Gash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS ^ND-EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax (1) .00 (2) .00 (3) .00 (4) .00 (5) 6.007.63 (6) .00 v) .00 (81 6, 007.63 (9) 5,313.69 (10) 30.831.78 (11) 36.145.47 (13) .00 (141 30,137.84- NOTE: Ef an assessment ~aa issued pre~iouely, lines 14, 15 and. or ids, 37 and 18 k'+11 reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15 . Amount of L ine 14 at Spousal rate (151 . 0 0 X . 0 0_ . 0 0 16. Amount of Lins 14 taxable at Lineal/Class A rate (16) •00 X .06. .00 17. Amount of Line 14 taxable at Collateral/Class B rata (17) •00 X .15. .00 18. Principal Tax Due (181 .00 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters of Administration C.T.A. No. 1995-00110 PA No. 2195-0110 ESTATE OF DANKS RONALD E Late of UPPER ALLEN TOWNSHIP Deceased Social Security No. 050-40-6470 WHEREAS, DANKS RONALD E ,'late of UPPER ALLEN TOWNSHIP CUMBERLAND COUNTY , died on the 2nd day of _ April 1992; and WHEREAS, on the 10th day of February 1995 an instrument dated October 18th 1991 and WHEREAS, the grant of letters of administration is required for the administration of the estate. C.T.A. THEREFORE, I, MARY C. LEWIS , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, have this day granted Letters of Administration C.T.A. to CHARLES E SHIELDS III who has duly qualified as administrator(rix) C.T.A. of the estate of the above named decedent and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office on the 10th day of February 1995 ~.~ ~ ' !~ n ~ ~ ~ A ~ iJ 1 1 1 J ~+ V/ J~ 4' STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND SHORT CERTIFICATE I, MARY C. LEWIS Register for the Probate of Wills and Granting Letters of Administration &c. in and for said County of CUMBERLAND do hereby certify that on the 10th day of February A.D., one thousand nine hundred and ninety five Letters of ADMINISTRATION C.T.A. in common form were granted by the Register of said County, on the estate of DANKS RONALD E late of UPPER ALLEN TOWNSHIP in said county, deceased, to CHARLES E SHIELDS III and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 10th day of February A.D., one thousand nine hundred and ninety five File No. 1995-00110 PA File No. 2195-0110 Date of Death 04/02/1992 S.S. # 050-40-6470 Register NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL RECEIPT FOR PAYMENT Cumberland County - Register Of Wills Hanover and High Streef Carlisle, PA 17013 DANKS RONALD E File Number 1995-00110 Remarks CHARLES E SHIELDS III ESQ Receipt Time 21429902 Receipt No. 1003939 --------------------- Distribution Of Receipt ------ ----____ _ Transaction Description Payment Amount Payee Name PETITION LTRS ADM R N T 40.00 CUMBERLAND COUNTY GENERAL FUN E UNCIA ION EXECU EXTRA PAGES 6.00 20.00 CUMBERLAND CUMBERLAND COUNTY COUNTY GENERAL FUN JCP FEE 3.00 5 00 CUMBERLAND COUNTY GENERAL GENERAL FUN FUN COPIES . .50 BUREAU OF RECEIPTS CUMBERLAND COUNTY & CNTR GENER M.D AL FUN Check# 7316 Total Received $74.50 ......... $74.50 November 29, 1994 Mr. and Mrs. Lawrence Kennedy 50 Windwood Road Lawrenceville, New Jersey 08648 In Re: Ronald E. Danks Estate Dear Mr. and Mrs. Kennedy: I assume by now that Lois Danks has already spoken to you about her husband's will and estate settlement process. I have enclosed a photocopy of the will as it exists in my file. In the event that the original will is found, we will need these renunciations to enable the estate to be settled. If you would please go ahead and sign these, on the signature line, and fill in the date and mail these back to me, I will proceed to begin work on Mr. Danks estate. Thank you for your kind attention to this matter. Very truly yours, Charles E. Shields, III CES:djr Enclosure cc: Lois Danks PS I have enclosed aself-addressed envelope for your convenience. ._ ,va, i LAST WILL AND'fESTAMENT Ol= RONALD E. DANKS I, RONALD E. DANKS, of the Township of Upper Allen, County of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and 'T'estament, hereby revoking and making void all Fortner Wills by me at any (itne heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. 2. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bcyucath unto my wife, Lois M. banks, to her own use and benefit absolutely. 3. In the event, however, that my said wife should predecease me, or should die at about the same lime as I die, such as in a disaster cornmon to both of us, I give, devise and bequeath all the rest, residue and remainder of my estate to my wife's brother, Lawrence J. Kennedy, in Trust, for the following purposes: He shall bold the same in safe investments and shall pay out one-fifth (1/5) of the corpus and any awumulated income thereon once each year for five (~ years so that at the end oC the Tifth year no corpus or income shall be left, the divisions and payments of the overall residue to be made as follows: A. One-half (1/2) thercol' shall be dividcxl eyually between my natural children, Robin Lea banks raid Sherry Lynn banks. Should any of my children predecease me and be survived by children, they shall take cr slirpes. Should any of my children predecease the and not be survived by children, llren their share shall go to (heir sister. Should both of my children predecease me and not be survived by children, then their share shall be divided equally amongst my wife's children er stiffs. B. One-half (1/2) thereof shall be divided eyually between my wife's natural cluldren, Vincenza K. Lipita, ICrisline H. Lipira, Brian K Lipira, and Brendan K. Lipira. S)tould any of my wife's children predecease me and be survived by children, they shall take cr stir cs. Should any of tuy wife's children predecease me acrd not be survived by children, then their share shall go to his or her brothers or sisters. Should all of my wife's children predecease me and not be survived by children, then his or her share shall be divided equally between my children ~cr stirpcS 4' In the event my wife's brother, Lawrence J. Kennedy, is unable or unwilling to act as Trustee, I name my wife's sister-in-law, Mary Ann Kcnncdy. In the evens that my wife's sister-in- law, Mary Ann Kennedy, is unable or unwilling to act as Trustee, I name The First Bank and Trust Company in her place and stead. 5. I I I address this paragraph to my and my wife's children. [t is our intention that should I circumstances permit upon the prior death (not simultaneous or as the result of a common disaster i i ' or accident) of either of us, the survivor shall give to the first to die's children, to be equally i, ~ divided amongst them, the sum of Forty Thousand ($40,000.00) Dollars. It is understood that this i .. is a precatory paragraph onl}~. G. I nominate, constitute and appoint my wife, Lois M. Danks, as Executrix of my Estate. In the event that she is unable or unwilling to serve in such capacity, I appoint my wife's brother, j Lawrence J. Kennedy, to be Executor in her place and stead. In the event that he is unable or unwilling to serve in such capacity, I appoint my wife's sister-in-law, Mary Ann Kennedy, to be the Executrix in his place and stead. In the event that she is unable or unwilling to serve in such capacity, I appoint The First Bank and Trust Company to be the Executor in her place and stead. I ~ direct that they shall not be required to file a bvnd to secure the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of ®~ ~ , A.D. 1~1. SI `~N A-t.D "~~ ~{~-IJ~S (SEAL) _ Signed, sealed, published and declared by llre above-named RONALD E. DANKS, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. • /S1 1~t; 8 K31 E I-i I ~ DEU ~Pat2~~ • ~ X51 ~1~,~-CES ~ ~N1~'t-Ds ~ci In Re Estate of ~~~ E. DANKS R~NUNCIATI®N deceased. To the Register of Wills of Ctm~erland County, Pennsylvania. The undersigned Mary Ann Kennedy, the third named executor of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Administration be issued to Charles E. Shields TTTr A tnrnP~ At T.as~ WITNESS hand this day of 19 . X (Signature) 50 Windwood Road Lawrenceville, I~ew Jersey 08648 (Address) (Signature) (Address) (Signature) (Address) ~' 4 RENUNCIATION r In Re Estate of RONALD E. DUNKS deceased. To the Register of Wills of C~unberland County, Pennsylvania. The undersigned Lawrence J. Keened the second named executor of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Administration be issued to Charles E. Shields, III, Attorney-At-Law WITNESS Land this day of , 19 , X (Signature) 50 Windwood ,Road Lawrenceville New rs y 08648 (Address) (Signature) (Address) (Signature) (Address) I, Debbie Hildenbrand, depose and say as follows: 1 .) I am an adult individual, currently residing at 25 E. Lisburn Road, Bowmansdale, Cumberland County, Pennsylvania. 2 .) On October 18, 1991 I was present in the office of Charles E. Shields, III, attorney-at- law, 2 W. Main Street, Mechanicsburg, Cumberland County, Pennsylvania. 3 .) At that time I saw Ronald E. Danks, now deceased, sign the original of the copy of his will attached hereto. DEBBIE HILDENBRAND Sworn to and subscribed before me, a notary public, on this ~~_ day of ~i~-~. A. D. 1994. ~° Notary Public Notarial Seal Charles E. ShiWais UI, Notary Pudic McCtlanICS~Jrg f30r0, Cumberland County My Canmisston Expires June 20,1996 Member, Penncylvania+'~cvaia~en vi Nvtariec Date of Death: Letters Granted: Dates of Publishing Notices in the Harrisburg Patriot- Metro West Dates of Publishing Notices in the Cumberland Law Journal Covering the Period February 2, 1992 February 10, 1995 May 2, 9, 16, 1995 May 5, 12, 19 1995 February 2, 1992 to August 31, 1995 Purpose of the i4ccount: Charles E. Shields, III, Administrator, offers this account to acquaint interested parties with the transactions that have occurred during his administration. The account also indicates the proposed distribtuion of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with Charles E. Shields, III, Esquire, 2 West Main Street, Mechanicsburg, PA 17055. PRINCIPAL p.~ Value Receipts 1 $ 6,007.63 Less Disbursements: Funeral Expenses 1 $ 1,460.00 Fees and Commissions 1 $ 1,300.00 Family Exemption 2 $ 2,000.00 Misc. Probate and Admin. Exp. 2 $ 5,313.69 Inheritance Taxes 2 NONE Debts of Decedent 2 $30,831 .78 Total Disbursement of Principal 2 $40,905.47 Receipts 2 NODE RECEIPTS OF PRINCIPAL Cash and Miscellaneous: 1. Certificate of Deposit Acct. No. 0413120102319 at PNC Bank $ 6,003.67 2. Accr. Int. to d.o.d. on Item No. 1 ;& 3.96 $ 6,007.63 TOTAL RECEIPTS OF PRINCIPAL *For informational purposes only: Decedent was under the age of 59 1/2 at the time of his death. He held the following items in his IRA account at PNC Bank: 1 . C.D. No. 48-930001-3 $1 1 ,312.72 2. Accr. int. to d.o.d. on Item 1 $ 514.64 3. C.D. No. 48-930002-1 $ 4,162.56 4. Accr. int. to d.o.d. on Item 3 $ 189.36 5. C.D. No. 48-930851-1 $ 1,423.11 6. Accr. int. to d.o.d. on Item 5 $ 88.17 7. C.D. No. 48-930861-0 $ 2,826.53 8. Accr. int. to d.o.d. on Item 7 $ 40.16 Funeral Expenses: 1. Myers-Harner Funeral Home, Inc. Fees and Commissions: 1. Attorney and Administrator's Fee Combined $ 6,007.63 $ 1.460.00 $ 1,460.00 ~ 1.300.00 $ 1,300.00 1 F 1 . Lois M. Danks -widow ~ 2.000.00 $ 2,000.00 ~neous Probate and Administrative Expenses: A. Probate Fees and Short Certificates $ 74.50 1. Witness fee to Debbie Hildenbrand $ 5.00 2. Notary fees to Charles E. Shields, III $ 4.00 3. Notary fee to Recorder of Deeds $ 2.00 4. Advertising in Patriot-News Metro-West $ 48.19 5. Advertising in Cumberland Law Journal $ 40.00 6. Filing Account (estim.) $ 100.00 7. Filing Inheritance Tax Return $ 10.00 8. Vernon Martin, C.P.A. {estim.) ~ 270.00 $ 5,313.69 Inheritance Taxes NODE Debts of Decedent 1. Joint name mortgage obligation on marital residence situate at 610 Southview Dr., Mechanicsburg, Cumberland County, Pennsylvania as of d.o.d. was $60,353.39. Joint debt apportioned 1/2 to decedent = $30,176.69 2. Joint obligation on account #18-10812-6-1 as d.o.d. was $3.68. Apportioned 1/2 to decedent = $ 1.84 3. Joint obligation on account #4262 4600 0188 0682 as of d.o.d. was $377.09. Apportioned 1/2 to decedent= $ 188.54 4. First Card Account #4250 407 359 006 Joint obligation as of d.o.d. was $929.42 Apportioned 1/2 to decedent = $ 464.71 $30,831 .78 TOTAL DISBURSEMENT OF PRINCIPAL $40,905.47 RECEIPTSOFINCOME (estim.) Nq~E DISBURSEMENTS OF INCOME Nq~ 2 INCOME BALANCE ON HAND RECAPITULATION: TOTAL PRINCIPAL RECEIPTS TOTAL PRINCIPAL DISBURSEMENTS TOTAL PRINCIPAL BALANCE ON HAND TOTAL INCOME RECEIPTS TOTAL INCOME DISBURSEMENTS BALANCE ON HAND FOR DISTRIBUTION $ 6,007.63 $40,905.47 NONE NONE ENE ~i PROPOSED DISTRIBUTION OF PRINCIPAL: As per paragraph 2 of Last Will and Testament Lois M. Danks 100% = NONE NODE Informational Note: Administrator attorney is currently holding the proceeds from the cash in of the above-referenced C. D. in an estate checking account at PNC Bank, N. A. Upon approval of the accounting Administrator will pay himself, reimburse himself and pay the tax accountant and turn over the balance to the widow. 3 CHARLES E. SHIELDS, III, Administrator of the Estate of Ronald E. Danks, deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office, that foregoing First and Final Account is true and correct and fully discloses all the significant transactions occurring during the acxiounting period; that all claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. --- ------------------------- CHARLES E. SHIELDS, III Sworn and subscribed to before me this ~~ day of `v A. D. 1995. Notary Public pp 11P~S3Trafi6'1? S~^.. ~~9v E'~A :'f. 4'i l ~~ !'igiTAt'eY ~~O~t~ fiflM ^t~:t"S~ryfS~«.fi' wn~ ~ ~~~ s t ~=F3 22. ?3~7 4 ~~i ~' t is I ,. ~ ~; (! ~~ LAST WI LL ANU 1'ESTAMEN'f UP RONALD E. DANKS 1, RONALD E. DANKS, of the Township of Upper Allen, County oC Cumberland, and Commonwealth of 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 heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. 2. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, 1 give, devise and bcyueath unto my wife, Lois M. Danks, to her own use and beneTit absolutely. 3. In the event, however, that my said tivife should predecease me, or should die at about the same time as I die, such as in a disaster common to bolls of us, I give, devise and bequeath all the rest, residue and remainder of my estate to my wife's brother, Lawrence J. Kennedy, in Trust, for the following purposes: He shall hold the same in safe investments and shall pay out one-fifth (I/5) of the corpus and any accumulated income thereon once each year for five (5) years so that at the end of the f-tth yeaz no corpus or income shall be left, the divisions and payments of the overall residue to be made as follows: A. Une-half (I/2) thereof shall be divided eyually between my natural children, Robin Lea Danks and Sherry Lynn Danks. Should any of my children predecease me and be survived by children, they shall take der- sliFpes. Should any of my children predecease me and not be survived by children, then Uteir share shall go to their sister. Should both of my children predecease me and not be survived by children, then their share shall be divided equally amongst my wife's children er stirpes. B. One-half (I/2) thereof shall be divided equally between my wife's natural children, Vincenza K. Lipira, Kristine H. Lipira, Brian K. Lipira, and Brendan K. Lipira. Should any of my wife's children predecease me and be survived by children, they shall take der stir~e . Shvuld any of my wife's children predecease me artd not be survived by children, then their share shall go to his or her brothers or sisters. Should all vt my wife's children predecease ~T~ ~ ~~~/ ~ ,, c', ':r~°`'' me and not be survived by children, Dien his or her share shall be divided equally between my children Plc is irpes 4. In the event my wife's brother, Lawrence J. Kennedy, is unable or unwilling to act as Trustee, I name my wife's sister-in-law, Mary Ann Kennedy. In the event that my wife's sister-in- law, Mary Ann Kennedy, is unable or unwilling to act as Trustee, I name The First Bank and Trust Company in her place and stead. 5. I address this paragraph to my and my wife's children. it is our intention that should cinrumstances permit upon the prior death (not simultaneous or as the result of a common disaster or accident) of either of us, the survivor shat l give to the first to die's children, to be equally divided amongst them, the sum of Forty Thousand ($40,OW.00) llollars. [t is understood that this is a precatory paragraph only. 6. I nominate, constitute and appoint my wife, Lois M. banks, as Executrix of my Estate. In the event that she is unable or unwilling to serve in such capacity, I appoint my wife's brother, Lawrence J. Kennedy, to be Executor in her place and stead. In the event that he is unable or unwilling to serve in such capacity, I appoint my wife's sister-in-law, Mary Ann Kennedy, to be the Executrix in his place and stead. In the event that slie is unable or unwilling to serve in such capacity, I appoint Tlie First Bank and Trust Company to be the Executor in her place and stead. I direct that they shall not be required to file a bond to secure the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of ®~ ~ , A.D. 1991. SI IAN A-LD "E~ ~{~--JKS (SEAL) Signed, sealed, published and declared by the above-named RONALD E. DANKS, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our na~rles as witnesses. /S~ 1~EBpIE 1-iICDE7J~leA-+a~ ``, 151 C~14,2CE5 ~ ~HI~"c-Ds ~u COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss ocT. to .1995 I, Mary C. Lewis, Register for Probate of Wills and granting Letters of Administration for the County of Cumberland, in the Commonwealth of Pennsylvania, do hereby certify the foregoing to be true and accurate copies of the FIRST AND FINAL ACCOUNT OF CHARLES E. SHIELDSr,IIIr ADMINISTRATOR OF THE ESTATE OF RONALD E DANKS, LATE OF LTPPF.R Ar,r.F.N TnWNSHTP~ rUMBERLAND COUNTYr PENNSYLVANIA, DECEASED as the same were passed and advertised and remain on file and of record in this office. IN TESTIMONY WHEREOF, I have hereunto set my hand and official seal the date above. ~~ Mary C. Le s, Register of Wills NOW TO WIT, OCT 1019 95 ~ came into STRATOR CHARLES E SHIELDS, III, ADMINI~ and presented an account and statement of proposed distrubution, which were examined, passed, approved, and confirmed with a balance in his hands of $ and the accountant was directed to distribute said balance in accordance with the statement of distribution filed. Cam- " ~~ ~ Mary Lewis, Clerk oft Orphans Court COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF CUMBERLAND r ss I, Mary C. Lewis, Clerk of the Orphans' Court, in and for said County, do hereby certify the foregoing to be a true copy of the account and statement of proposed distribution of -CHARLES E. SHIELDS. III` ADMINIS'T'RATOR as full and entire as the same remain on file and record in this office. IN TESTIMONY WHEREOF, I have hereunto set my hand and official seal at Carlisle, this 10th day of OCTOBER 19 95 Gam? Mary ewis, Clerk of e Orphans Court 10 - l c7 ` ~~ ~ account Confirmed absolutely and distribution d®cr®ed in accordance with proposed ached- ule of distribution herewith. By tho 1.S`i p ~ ~- . r d ~ ~ Q ~~~ y ~ O~~ ~ o m~ c O ~ ~ ~~. 2 ~. o D ~ r w ~ ~N~ 00 ~~ w~ C ~ x r LT1 x I-I ~~ r o tin 'Z ~ ~e H H O b z n 1-~ 0 0 Ui C' a 1 N 1 cn d ~~ C ~ ~ Crf C d ~ Q aC z MC c~ roo ro~ tai ~~ Q ~~' ~ r,~ ~ ~Za~ .-~ H~ tz1 Cif pN Q ~ "~ ~ ~ H Q ro .~ '~ ~~ a ~~ z d y ~ ~ z ~ f.,.~ r C7 ~ o C H ""] ti O 0 ro O in d d H H 7l7 H b7 C H H 0 z ,- ,L----_....~ - AFFIDAVIT OF CHARLES F ~HiFi n~ ni RE: LOST WILLOF RONALD E DANKS ATE OF UPPER ALLEN TnwNSHIP CUMBERLAND COUNTY. PENNSYLVA IA I, Charles E. Shields, III, depose and say as follows: 1 .) I am a member of the Cumberland County Bar Association and am duly licensed and authorized to practice law in the Commonwealth in Pennsylvania. 2 .) In October of 1991 I prepared mirror image wills for Ronald E. Danks, and his wife, Lois M. Danks, residents of Upper Allen Township, Cumberland County, Pennsylvania. 3 .) On October 18, 1991 Mr. and Mrs. Danks came to my office at 2 W. Main Street, Mechanicsburg, Cumberland County, Pennsylvania to sign the said wills. They both did so in my presence and in the presence of Debbie Hildenbrand, then a resident of 25 E. Lisburn Road, Bowmansdale, Pennsylvania. 4 .) After signing the wills, they were carried away by Mr. and Mrs. Danks. 5 .) Mr. Danks departed this earthly life on April 2, 1992 with his then residence at 610 Southview Drive, Mechanicsburg, Pennsylvania 17055. 6 .) At the time of his demise he was survived by his widow, Lois M. Danks. She believed, as since related to me, at that time that all property was held jointly as tenants by the entireties and that, therefore, she did not need io hire an attorney to settle any estate matters. 7 .) Mrs. Danks has since moved to 45 Henlopen Gardens, Kings Highway, Lewes, Delaware 19958. 8 .) Mrs. Danks informs me that she has since discovered that there are single name assets in her husband's sole, name which will require an estate administration. 9 .) Mrs. Danks further informs me that her husband most definitely did not destroy his will and that she has seen it since his death. ~ r~ j .r // 10 .) Mrs. Danks further informs me that since her husband's death and her moving that she has evidently misplaced the will and is now unable to locate it. 1 1 .) The conformed office copy of the Last Will and Testament of Ronald E. Danks, dated October 18, 1991 is a true and correct copy of that held by me in my office files. _ ______ ~ (SEAL) CHARLES E. SHIELDS, III Sworn to and subscribed before me, a notary public, on this ~ ""-Q day of F6 ~9rs lic NOTARIAL SEAL RECORDER OF DEEDS, NOTARY PUBLIC CARLISLE, CUMBERLAND COUNTY COURT HOUSE MY COMMISSION EXPIRES JANUARY 1, 1998 No y Pub • 5oi2~4o1/~--,~ -~~~ ~""~ "~~ `" r v~~°I t ~.~ ~ INHERITANCE TAX RETURN FOR DATES 4E DEATH AFTER 12!31/91 CHECK HER p TU J , RESIDENT DECEDENT OVER CREDIT IS CLAIMED ^ F1~E NUMBER COMMONWEALTH OF PENNSYLVANIA DEPART (TO BE FILIrD IN DUPLICATE MENT OF REVENUE DEPT. 280601 HARRISBURG PA vt26 0 WITH REGISTER OF WILLS 21 95 ©110 , - 6ot COUNTY CODE YEAR NUMBE' DECEDENT'S NAME (LAST, FIRST, AND MID LE INITIAL) DECEDENT'S COMPLETE ADDRESS D A ETCUR P ~ ~~ E • (formerly*) 610 Southvi D i w w $OCI AL S TY N u E DATE OF DEATH DATE OF BIRTH ew r ve Mechanicsburg PA 17055 W 050-40-6470 4-2-92 4-III-43 , c°unl Cumberland p (IF APPLICABLE( SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INnIAI) N/A SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) L+' ~ ~ 1. Original Return [~ 2. Supplemental Return ^ 3. Remainder Return ~ x way xoo ^ 4. Limited Estate (for dates of death prior to 12-13-82 ^ da. Future Interest Com romise p ^ 5. Federal Estate Tax Return Required cs~m a ®6. Decedent Died Testate A h (for dates of death after 12-12-82) ^ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe De osit B ( ttac copy of Will) p oxes (Attach copy of Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: - L" o NAME Charles E . Shields III COMPLETE MAILING ADDRESS -~ , 2 W Main Street ~~ TELEPHONE NUMBER . 717 766-0209 Mechanicsburg, PA 17055 1. Real Estate (Schedule A) (1 ) 2. Stocks and Bonds (Schedule B) (2 ) 3. Closely Held Stock/Partnership Interest (Schedule C) (3 ) 4. Mortgages and Notes Receivable (Schedule D) (4 ) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5 ) Z (Schedule E) 6. Jointly Owned Property (Schedule F) (6 ) ~ 7. Transfers (Schedule G) (Schedule L) (7 ) a 8 Total Gross A t t t l L' 1 7 0 0 $6,007.63 0 *info. sched. only $ 6 a sse s (o a Ines -) 9. Funeral Expenses, Administrative Costs, Miscellaneous (q) $5, 313.69 Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) $30,831.78 11. Total Deductions (total lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (g) 11) (12) (13) (14) , 007 , 63 36,145.47 0 0 0 15. Spousal Transfers (for dates of death after 6-30-94) 0 See Instructions for Applicable Percentage on Reverse (15) x. Side. (Include values from Schedule K or Schedule M ) -= Q . 16. Amount of Line 14 taxable at 6% rate (16) n x (Include values from Schedule K or Schedule M.) .06 = 0 17. Amount of Line 14 taxable at 15% rate (17) 0 x 15 = 0 z (Include values from Schedule K or Schedule M ) . o . 18. Principal tax due (Add tax from Lines 15, 16 and 17.) (18) 0 a ~ 19. Credits Spousal Poverty Credit Prior Payments Discount Interest 0 0 v + 0 + 0 0 (19) 0 F 20. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. (20) 0 ^ .. 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21) 0 A. Enter the interest on the balance due on Line 21A. (21A) 0 B. Enter the total of Line 21 and 21A on Line 218. This is tha BALANCE DUE. (21B) Make Check Payable to: Register of Wills, Agent __ U d )- ~- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECH l ECK MATH n er pena ties of perjury, 1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct and complete. I declare that all real estate has been re orted t t k l p a rue mar et va ue. Declaration of prep based on all information of which preparer has any knowledge. arer other than the personal representative i~ SIGNAT F PERS N RESP NSIBIE ILIN ETURN ADDRESS SIGNAT R ~ 2 W. Main. Street Mechanicsbur PA F PRE ARER OT ~ THA ESE iIVE ~DDRESS 17055 DATE ` •J~~a`~ 9.S ~ {. Y'E'Pi-~, MPC'1~~ni rc TT-~, PA 1 7f1~i5 DATE pr s o~.3'~! J Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the uas of the spouse. The rates as prescribed by the statute will be: • 3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • 1% (.O1) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 • Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (~~ IN THE APPROPRIATE BLt)CKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, .......... ............................................. X b. retain the right to designate who shall use the property transferred or its income, ............... X c. retain a reversionary interest; or ................................................................................... X 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 years preceding X death transfer property without receiving adequate consideration$ If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration$ ................................................................................................... X 3. Did decedent own an 'in trust for'. bank account at his or her death? ...................................... X __. IF TF~~ ANS~IVER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST=COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ,1__ -- REV-IS09 E%+ )2•B7) r COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or Type RONALD E. DANKS 21-95-110 (All property jointly-owned with the Right of Survivorship must bs disclosed on Schedule F1 (Attach additional 8%" x it" sheets if more space is needed.) REV-1510 EX + 12-87) ~ ea. SCHED~JlE G COMMONWEALTH OF PENNSYLVANIA TRANSFERS INHERITANCE TAX RETURN RESIDENT DECEDENT P~EA$E PRINT OR TYPE ESTATE OF FILE NUMBER ---- Rpnald E. Darks 21-95-110 _ __ -_ _ _ _ THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE clnc nF rut rnvro cuter ~~ ..« ITEM NUMBER DESCRIPTION OF PROPERTY Include name of the transferee, }heir relationship fo decedent, date of transfer. EXCLUSION __ _ TOTAL VALUE OF ASSET DECD. % INT. _ _ --_ DOLLAR VALUE OF DECEDENT'S INTEREST *For information purposes .only: Decedent was under the age of 59 1/2 at the time of his death. He held the following items in his IRA account at PNC Bank: 1. C.D. No. 48-930001-3 $11,312.72 2. Accr. int. to d.o.d. on Item 1 $ 514.64 3. C.D. No. 48-930002-1 $ 4,162.56 4. Accr. int. to d.o.d. on Item 3 $ 189.36 5. C. D. No. 48-930851-1 $ 1,423.11 6. Accr. int. to d.o.d. on Item 5 $ 88.17 7. C.D. No. 48-930861-0 $ 2,826.53 8. Accr. int. to d.o.d. on Item 7 $ 40.16 (see letter attached to Schedule E) _ _ _______ TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed, insert additional sheets of same size.) REV~IS'll E%• 17-881 ~ SCHEDULE H FUNERAL EXPENSES, COMMONWEALTH Of PENNSYLVANIA ADMINISTRATIVE COSTS AND INHERITANCE TAX RETURN _ RESIDENT DECEDENT MISCELLANEOUS EXPENSES Please Print or Type ESTATE OF FILE NUMBER Ronald E. Darks 21-95-110 ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: 1. Myers-Hamer Funeral Home, Inc. $ 1,460.00 (see letter attached) B. Administrative Costs: 1. Personal Representative Commissions _ _ Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees (and Administrator's Fees combined) (*see informatio 1 Charles E. Shields, III (estim.) sheet attached) $ 1,300.00 3. Family Exemption Claimant Lois M. Darks Relationship widow $ 2, 000.00 Address of Claimant at decedent's death Street Address 610 Southview Drive City Mechanicsburg State PA Zip Code 17055 4. Probate Fees and short certificates $ 74.50 C. Miscellaneous Expenses: t. Witness fee to Debbie Hildenbrand $ 5.00 2. Notary fees to Charles E. Shields, III $ 4.00 3. Notary fee to Recorder of Deeds $ 2.00 4. Advertising in Patriot-News Metro-West $ 48.19 5. Advertising in Cumberland Law Journal $ 40..00 6. Filing Account (estim.) $ 100.00 7. Filing Inheritance Tax Return $ 10.00 s• Vernon Martin, C.P.A. (estim.) (*see informational sheet $ 270.00 attached) ~' TOTAL (Also enter on line 9, Recapitulation) $ 5, 313.69 (If more space is needed, insert additional sheets of same size.) Estate of Ronald E. Danks Schedule H continued File No. 21-95-110 * Attorney Charles E. Shields, III is also acting as administrator because decedent's widow has since relocated to Delaware State. His duties are being performed on an hourly billing basis of $100.00 per hour. The estate involved a variety of problems including a-last will which required special applications and affidavits and renunciations in order to probate the photocopy in the attorney's file. Extensive research and reconstruction of old records was necessary. Accountant Vernon Martin had to research various tax issues, etc. ~4ti ` „ ~ +•r ~~ ,~".it:. ~'~'~f~m~'GI ~II ~~, r~ll; ~~ I, ~'+I' 1*; + ) ' I ~ ' ' ' MYERS-HARNER FUNERAL HOME, INC. I9oJ MARKET SIAEET P.O. ROX 211 ROBERT II. HARNER SUPERVISOR !l- ~- r I `_ x • e~ ,y ""y~y ~ (:AA1P IIILL, PENNSYLVANIA 17011 a~R ~, ~ ~... - TELEPIIONF. ~. LOCALLY 01VNE0 ANU 717-757-9961 OPE R.1IF0 April 20, 1992 Mrs. Lois K. banks 610 Southview Drive Mechanicsburg, PA. 17055 Services for Ronald E. banks April 6, 1992 Professional Services $ 200.00 Use of facilities 300.00 Register Book 30.00 Memorial folders 30.00 Death Certificates 30.00 Honorarirnn for Clergy 50.00 Direct Cremation Services 800.00 Out of Town Obituary 120.00 Total due: $ 1,560.00 Less Cunerland County Veteran's Benefits: - 100.00 Total due within thirty days, please: $ 1,960.00 RONALD E. DANKS ~-e1 417 7 ' LOIS M. DANKS 610 SOU11iVIEW OR. MECHANICSBURO, PA 17055-9999 .Z Z I .. __._ .__. __~ 19.. /. _Z 60-7124 i „Rlq Klq_._-~- .. _. ~. 7-WV`'^'C/ I,~%'C'd//r-1 .D / -..-- ---- ---- - - '~-'-~ ~ I_ L A R 5 .t ~cZ~ ~k (/ The~Bsnk snd Tnut Co. - 'i~ M RY. tl RK M.KU( <pqp r,II.1U.-- - - ---------------------- °`~ - _.- -- r'0 3 1 30 74 261:t.177 173-~15gt.,x,411• .1'0000146000,1' REV-15.12 E%• (1-93i COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA% RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Ronald E. Danks Please Print or (UMBER 21-95-110 ITEM NUMBER DESCRIPTION 1• .Joint name mortgage obligation on marital residence situate at 610 Southview Dr., Mechanicsburg, Ctiunber d County, Pennsylvania as of d.o.d. was $60,353.39 (see letter attached from PNC .Bank) Joint debt apportioned 1/2 to decedent = 2. Joint obligation on account # 18-10812-6-1 as of d.o.d. was $3.68. Apportioned 1/2 to decedent = (see letter attached from Peebles Dept. Store 3. Joint obligation on account # 4262 4600 0188 0682 as of d.o.d. was $377.09 Apportioned 1/2 to decedent = (see letter attached from Core States Bank of Delaware) 4. First Card Account # 4250 407 359 006 Joint obligation as of d.o.d. was $929.42 Apportioned 1/2 to decedent = (see letter attached) AMOUNT $30,176.69 $ 1.84 $ 188.54 $ 464.71 TOTAL (Also enter on line )0, Recapitulation) (!f more space is needed; insert additional sheets of some size.) J 3U, tS.il. /tS REV-1513 E%+ (~-B7) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BEi\IEFICIARIES Ronald E. banks ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY A. Taxable Bequests: 1. Lois M. banks 45 Henlopen Gdn. Kings Highway Lewes, Delaware 19958 (per paragraph 2 of will attached) ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: 1. FILE NUMBER 21-95-110 RELATIONSHIP AMOUNT OR SHARE OF ESTATE widow 100 AMOUNT OR SHARE OF ESTATE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13 Recapitulation) $ (If more space Is needed, Insert additional sheets of same size) ~' ,~: LAS"f WILL AND TESTAMENT Or RONALD E DANKS I, RONALD E. DANKS, of the Township of Upper Allen, County of Cumberland, and Commomvealth of 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 heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. 2. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my wife, Lois M. Danks, to her own use and benefit absolutely. 3. In the event, however, that my said wife should predecease me, or should die at about the same time as I die, such as in a disaster common to both of us, I give, devise and bequeath all the rest, residue and remainder of my estate to my wife's brother, Lawrence J. Kennedy, in Trust, for the following purposes: He shall hold the same in safe investments and shall pay out one-fifth (1/5) of the corpus and any accumulated income thereon once each year for five (5) years so that at the end of the fifth year no corpus or income shall be left, the divisions and payments of the overall residue to tie made as follows: A. One-half (112) thereof shall be divided equally between my natural children, Robin Lea Danks and Sherry Lynn Danks. Should any of my children predecease me and be survived by children, they shall take ~cr slirpes. Should any of my children predecease me and not be survived by children, then their share shall go to their sister. Should both of my children predecease me and not be survived by children, then their share shall be divided equally amongst my wife's children ~stlrpcs. B. One-half (1/2) thereof shall be divided equally between my wife's - natural children, Vincenza K. Lipira, Kristine H. Lipira, Brian K. Lipira, and Brendan K. Lipira. Should any of my wife's children predecease me and be survived by children, they shalt take der stiCDCS. Should any of my wife's children predecease me and not be survived by children, then their share shall go to his or her brothers or sisters. Should all of my wife's children predecease me and not be survived by children, then his or her share shall be divided equally between my children er stirocs 4. i In the event my wife's brother, Lawrence J. Kennedy, is unable or unwilling to act as Trustee, I name my wife's sister-in-law, Mary Ann Kennedy. In the event that my wife's sister-in- I law, Mary Ann Kennedy, is unable or unwilling to act as Trustee, I name The First Bank and Trust Company in her place and stead. 5. j I address this paragraph to my and my wife's children. Il is our intention that should circumstances pernrit upon the prior death (not simultaneous or as the result of a common disaster or accident) of either of us, the survivor shall give to the first to die's children, to be equally divided amongst them, the sum of Forty Thousand ($40,WO.IX)) Dollars. It is understood that this is a precatory paragraph only. 6. I nominate, constitute and appoint my wife, Lois M. Danks, as Executrix of my Estate. In the event that she is unable or unwilling to serve in such capacity, I appoint my wife's brother, Lawrence J. Kennedy, to be Executor in her place and stead. In the event that he is unable or i ~~ unwilling to serve in such capacity, I appoint my wife's sister-in-law, Mary Ann Kennedy, to be the Executrix in his place and stead. In the event that she is unable or unwilling to serve in such capacity, I appoint The First Bank and Trus[ Company to be the Executor in her place and stead. I direct that they shall not be required to file a bond to secure the faithful performance of their duties in any jurisdiction. i IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of ®~ ~ _, A.D. 1991. I SI ~N AtD ~~ ~{~-fJKS (SEAL) Signed, seated, published and declared by the above-named RONALD E. DANKS, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. f5! 17FBpIE HIlDE1J~leA-+.~~