HomeMy WebLinkAbout02-0417
E~uecl Richard D. Banks
also known u~1 crfAAb nALE.]ANKS
Register of Wins of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS -
No. ell - 0.1 - J..Ill
c~
,D8alased
SociaJ S.curity No. 207 - 2 2- 0818
Barbara A. Banks
hCoon.rtl), who iLla.ra '8 yun of ~ l)( older, awlyf-l tr.
(COMPLETE 'A' OR "6' BELOW:)
[) A. Probate and Grant of lGners Testamentary and awr ht Petition.ril) Ware the exeaJt r i X namltd n the Ian Wil of
~.Decedent.dated February 8, 1982 andcodidl(l)det8d N/A
~ .......... dta.wT.~ .4- ~. ~ 01 U_. IIlC.
EJo:C9pt as fonawl, Decedent did not many, was not divorced, and dd not have. child born or adopted attar eXeaJtion 01 the documents
oHered for probate; was not the victim 01 a killing and was never adjudcalBd incompewnt:
o
B. Grant of letters of Administration
\db.1ILL&.; __ tI.; Gu......... -..ala; d_ """"'--
Petitioner(ll .ltar a proper Harch haaAl.... .scertained that Decedent lelt no Will and waa l.....-ived by the following SpouH (If any) 8t'ld
~~: -
I
Name
Relationship
Residence
I
(COMPLETE IN AU.. CASES:) AJad'l ad(h~ U-~ ~~.
Decedent was domiciled a1 death in Cumber land
County, Pennsylvania. wilh hishl8l' Iut family
0( principal residence at 5040 Erbs Bridge Road, Mechanicsburg, PA 17055 (Hampden Township)
(IiatllTHt. num~ and rmniapaJily)
yell1'lolage,dedJanuary 29 .~2002at Holy Spirit Hospital
(l..ocation)
Decedent. then
72
Decedent at death owned property wilh estimated values as taJlowa:
(11 domia1ed n PAl AD personal property
(II not domio1ed n PAl P8I'I0naJ property in Pennsytv.nla
(If not domiclled in PAl P8f$onal property In County
Value 01 real estate in Pennlytvania
$
$
$
$ ~4,~)U.UO
17055 (Silver Spring
puted as tanawa: 11 Millers Gap Road, Mechanicsburg, PA
Twp. )
\
Where lore. Petitioner(s) respe-ctfuny request(l) !he proba\8 01 the last Will and CodiCll(s) prelented with !hil Petition and !he grant of
1atl81"1 in !he appropria18 fonn to !he undersigned:
s
nled name and resIdence
Barbara A. Banks
5040 Erbs Bridge Road
Mechanicsburg, PA 17055
Form .RW.1 Paoe 1 of 2
P'.pared by Il'w PamlYIvania Bar A...oo ation 1 DQ1
) ~ "-oct - "
Oath of Personal Representative
:; ~.....
~ .
-, d
Commonwealth of Penn~'Yrvanla ",
County of Cumber land c.
c::
The Petitioner(s) above-named S\vear(s) or atfinn(s) that the statements In the foreooi~ Petition are true
and correct to the best of the knowledge 2nd ber,ef of Petitioner(s) and that. as personal re:~resentative(s) of
the Decedent, Petitioner(s) '0''';11 well and truly adrrinister the estate according to law. __.
Sworn to or affirmed and subscribed ~ ~~~ \\"H N ~I".::l.~ 0.r
Barbara A. Banks ~ G1
before me this 18th day 01
JUNE Xg]OO
No. 21-02-417
Estate of Richard D. Banks Deceased
Social Security No: 207-22-0818 Date of Death: January 29, 2002
AND NOW. JUNE 18 . 1S 2002 , In consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
rT lS DECREED that Letters rn Testamentary 0 Of Administration'
d..luu:..l..a.; ~ ...; clur aI1I6 lIbo...roa; dOl _ rrinor'-
are hereby granted to Barbara A. Banks
in the above es1ate and that the Instrument(s) dated February 8, 1982
described in the Petition be admitted to probate and filed 01 record as the last Will of Decedent.
letters ..................... $
200.00
9.00
At1orney:
FEES
Short Certificate(s) .... $
Renunciation ............ $
LD. No: 52801
Mdr...: 3464 Trindle Road
Affidavits ( ) ......__... $
Ex1ra Pages ( ) ......... $
Codicll ...................... $:
JCP Fee ................... S
5.00
Camp Hill. FA 17011
\
Tglephone: (717) 763-7613
Inve ntory .................. $
()ther ............ ........... S
TOTAL ._.......... $
214.00
filed 6- 18-02
mailed to atty 6-19-02
Fotm wRW., p~ 2 at 2
Pr.pat~ by Ihot Peo<YUylvania e..w .A...oci...Don '00'
HH\S.s:~OS REV (),(~(,
This is to certify that the information here given is correctly copied from an original certificate of death dl}ly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent tiling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
~A1M/f1.&w~
Local Registrar
Fee for this certificate, $2.00
p
8066120
~~A'$, 1.,)Or)~
ate
~i10~ ;43 Att.... 2187
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
,YPI0PRINT
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PERMANENT
BLACKIH"
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OECEDENT'S MAIllNG AOOAESSCSII....~. sa.. ZlpCodel
foyo E-eBS BIf?"/)(;"c: Ro"D
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\'Wi CASE REFERRED TO MEDICAl. EXAMINEAJCORONER?
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I Approalmat. PART 1-: 0tbIr sigroflcanl ~ COI'ICf'Wing If) dHlh. bur
l=..= nol.......illginthl~c.....QMninPAATI
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IME OF DEATH
... 5" 4.s
27. HAT .; Enter me diN..... ~utMts Of compk.allOAll which caused"", deillh Do
to... Only ONI cause Ot'IHch Ii,.
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DUE 10 (OR AS A CONSEOUENCE: Of):
DUE to(OR AS A CONSEQUENCE Of)
.......
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DATE OF INJURV
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TIYE Of INJURY
\NJUf\'C iii WORK1
DESCFtiE HOW INJUR'" OCCUAAEO.
WERE AUlOPSV FINDtNGS
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COMPlETION OF CAUSE
OF DERH7
MANNER Of DEAT....
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Cot*SnolI be dete,m,ned
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CE'"""i:ft let-eel!. Only ~I
'CfR1WV1NG PKV$IeIA" (Ph)'SlCo.an cetWylng cause d de;lll\ ...tIe,.. ,jflothttf phVSIC""" has pronounced dealh ana COfflt)l~led lIem 231
To'" be.t of moW flnowt.ctv-. de.th occufQd....... c.u..(...nd man,.,.. .'.Itlld.
...
.UEOtCAL EXAMINER/CORONER
On In. b..is of ...min.llon and/Of inv.aUg.lion, in my opinion, d...h occu,.,.d allhe lime, dal.. and plilce, and due 10 In_ C8useCS) and
mann.ras'laled..................... ................ ............. ........ ...........,.....................,...,.
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REG..IST'1~'S SIGNAtURe AND NUMBER
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LICENSE UBEA NEOlMonlh. Oa)'_ ....)
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N.4ME AND ADORESS oF PEASON WHO COMPLETED CAUSE OF DEATH
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032. 1.0'1 H "V~~ (' tl/"JA.
DATE FILlED (MonIh Da'f', ""all
.PRONOUNCING AND CERTIFVING PHYSIC.AH jPtt\lSlCliiln boti1 iJlOfl(ly(lCIl'"IQ uedlh <;tnd t:;erblytll9Iocau:>e 01 dtM1ll1
To the bat a' m., knaw~.. .a'" ~,"Md allt\a...... da... ;md ptK., encI dYe UI ,.... cauMt.) and mann.,.. .'a'ed.. .
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BE IT REMEMBERED THAT
I, RICHARD DALE BANKS, of the County of Cumberland and
Commonwealth of Pennsylvania, being of sound mind, memory and under-
standing, do make, publish and declare this to be my LAST WILL and
TESTAMENT, hereby revoking and making null and void any and all Wills
and Codicils, or writings in the nature thereof, at any time hereto-
fore made by me.
FIRST: As my Personal Representative, I nominate and appoint
my wife, BARBARA ANN BANKS, to be the Executrix of this LAST WILL. In
the event BARBARA ANN BANKS is unable or ceases to act for any reason
whatsoever, I nominate and appoint my son, SCOTT DALE BANKS to succeed
as Executor of this LAST WILL.
SECOND: I direct that my debts and funeral expenses be paid
as soon after my death as is practicable by my Personal Representative
out of my estate, but not from any assets, funds, death benefits or
insurance proceeds which are otherwise excludable or exempt from my
gross estate for Federal estate valuation or tax purposes.
THIRD: I direct that all estate, succession, legacy, inheri-
tance or other transfer taxes, however designated, that shall become
payable by reason of my death in respect of all property comprising
my gross estate for death tax purposes, whether or not such property
passes under this LAST WILL, shall be paid by my Personal Representa-
tive out of my estate, but not from any assets, funds, death benefits
or insurance proceeds which are otherwise excludable or exempt from
my gross estate for Federal estate valuation or tax purposes.
FOURTH: I give, devise and bequeath all my property, whether
FIFTH: In the event my wife fails to survive me:
A. I give and bequeath all my guns and accessories, my
power and hand tools and accessories, and my tractor and accessories,
to my son SCOTT DALE BANKS.
B. I give and bequeath all my wife's jewelry, my wife's
fur coats, my baby grand piano and my organ to my daughter, KIM
ELIZABETH BANKS.
SIXTH: In the event my wife fails to survive me, then I
give, devise and bequeath all my property, real and personal, wherever
situate, in which I may have an interest at the time of my death,
including any property over which I may have a power of appointment,
to my children, SCOTT DALE BANKS and KIM ELIZABETH BANKS, in equal
shares, if they survive me, but if either fails to survive me, then
all to the survivor.
SEVENTH: In the event my wife and all of my children fail
to survive me, then I give, devise and bequeath all my property, real
and personal, wherever situate, in which I may have an interest at the
time of my death, including any property over which I may have a power
of appointment, to my descendants and my wife's descendants, per stirpes,
their heirs and assigns forever.
EIGHTH: If any part of my estate shall vest in a person who
shall not have attained the age of majority in the jurisdiction of that
person's domicile, my Personal Representative may, with absolute dis-
cretion deliver such part, or any portion thereof, without bond, to
the parent or legal guardian of such person to be held for such person
until he or she reaches his or her majority. The receipt of such
parent or guardian shall be a complete discharge and acquittance of my
Personal Representative and shall be final and binding on all persons
NINTH: If any legatee, beneficiary or devisee, other then
my wife shall fail to survive my by thirty (30) days, I direct that
I shall be deemed to have survived such legatee, beneficiary or devisee
and that this LAST WILL and all it's provisions, except where specifi-
cally stated otherwise, shall be construed on this assumption notwith-
standing the provisions of any law establishing a contrary presumption.
TENTH: If my wife shall die simultaneously with me or under
such circumstances as to render it impossible to determine who pre-
deceased the other, I direct that I shall be deemed to have survived
my wife and that the provisions of this LAST WILL shall be construed
upon this assumption, notwithstanding the provision of any law estab-
lishing a contrary presumption.
ELEVENTH: I request my Personal Representative whenever
legal counsel is needed in the settlement of my ,state for the purposes
I
I
expressed in my LAST WILL, consult ALBERT Z. BOGtRT, ESQUIRE, he having
I
I
intimate knowledge of my affairs, views and wishfs in many matters
that may arise in the settlement of my estate.
IN WITNESS WHEREOF, I have subscribed ~y name and affixed
I
my seal this J>' day of 7.e -b , 1982. :
,
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RICHAR DALE BANKS"
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, RICHARD DALE BANKS, Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed the instrument
as my LAST WILL, that I signed it willingly and that I signed it as my
free and voluntary act for the purposes therein expressed.
~~~
Sworn or affirmed to and acknowledged before me/by RICHARD DALE BANKS,
Testator, this fI day of r~' d ~1..:./.8....... ..../...;...;.?..~/. //...... .......-7/_.../...../... ........ .' _.._.
..~~.... ,:;//' ..,/ %/ - /...~
/' /// / / /~ ~l:;~r-{
, /'/~- ~. ~
Notary Pu ic
MURREl R. WALTERS III, Notary Pubiic
Mechnr.ic"e.l", C\~i'srland cO"\~~4
J'fo.y. Commission Expire.. Dec. 9,
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
We, '-;/ i / !.-); (/::/')/1' and /9;t-5~/lr 2. ;?uF/lT ,
the witnesses whose names are signed to the attached or foregoing instru-
ment being duly qualified according to law, do depose and say that we
were present and saw Testator sign and execute the instrument as his
LAST WILL, that RICHARD DALE BANKS signed willingly and that he executed
it as his free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testator signed the Will
as witnesses and that to the best of our knowledge, the Testator was at
the time 18 years or more of age, of sound mind and under no constraint
or undue influence.
02/ '- ./1 ;/ :'>\"/'->..-cJ...ic <.:.A~
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C'y.y~_~ ~_ ~++.; _~~~ +-~ ......,~ "'''''\,''''''T.Tl ""rln-""rl 'h""-F"..-",, Tn"" +-}-,.; c> f::j r1<:l'tT r\f' ~ c 'i::l
(\ {)\f
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Richard D. Banks
Date of Death: January 29, 2002
File No:
21-02-00417
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
b. Did the personal representative state an account informally to the
parties in interest? Yes No X
c. Copies of receipts, releases, joinders and approvals of formal or
Informal accounts may be filed with the Clerk of the Orphans'
Court and may be attached to this report.
Date:
I D /~ 3 / 0 ~
f ,
r ~t1. !L1l
Sig;;;;;;r
Craig A. Diehl. Esquire
Name (Please type or print)
3464 Trindle Road, Camp Hill, PA 17011
Address
(717) 763-7613
Tel. No.
Capacity:
Personal Representative
X Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
OLLER FRANCES
11 MILLERS GAP ROAD
ENOLA, PA 17025
____un fold
ESTATE INFORMATION: SSN: 207-22-0818
FILE NUMBER: 2102-0417
DECEDENT NAME: BANKS RICHARD DALE
DATE OF PAYMENT: 03/21/2003
POSTMARK DATE: 03/20/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 01/29/2002
NO. CD 002321
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
02118131 I $223.37
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: FRANCES OLLER
CHECK# 432
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$223.37
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
OLLER FRANCES
11 MILLERS GAP ROAD
ENOLA, PA 17025
_nn_u fold
ESTATE INFORMATION: SSN: 207-22-0818
FILE NUMBER: 2102-0417
DECEDENT NAME: BANKS RICHARD DALE
DATE OF PAYMENT: 03/21/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/29/2002
NO. CD 002322
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
02118130 I $77.97
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: FRANCES OLLER
CHECK# 431
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$77.97
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
~
/"7-09-//
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
Recorcied
ReQIst,'F
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'03
APR 28 P 3 :00
Allount Rellitted
FRANCES OLLER
C/O 11 MILLERS GAP RD
ENOLA PA 1 'lOI2~t '-,. , i', .rt
-\:Irt;:T i~. T "-..J '._~. ......h_-'l _ ..
Cumbenancl C:;o., PA
'*
REY-1607 EX AFP 101-031
04-14-2003
BANKS
01-29-2002
21 02-0417
CUMBERLAND
02118130
RICHARD
D
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifEV:i6'irj-EX-AFP--(Oy.:03T------...--iNirERI'~fANCE-TAX--Sy'jrfEME-tiT-cfF-AC-Couiff--...---------------- -- ---
ESTATE OF BANKS RICHARD D FILE NO. 21 02-0417 ACN 02118130 DATE 04-14-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-17-2003
P R I NC I PAL TAX DUE: ...............................................................................................................................................................................
............................................
PAYMENTS (TAX CREDITS):
381. 51
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-24-2002 CDOO1115 15.26 289.95
03-21-2003 CD002322 1.62- 77 .97
TOTAL TAX CREDIT 381.56
BALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
If IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .05CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl.
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-1607 EX AFP 101-05)
Recorcad
Register
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-14-2003
BANKS
01-29-2002
21 02-0417
CUMBERLAND
02118131
RICHARD
D
03 APR 28 P 3 :00
FRANCES OLLER.
C/O 11 MILLERS GAP RD
ENOLA cJl6r~7-025 Court
CumtJarilallO Co., PA
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i'6'ifj-Ex-AFP--foY=o:3Y------...--iNHERiYANc'E--TAx-STATEM'E-NT-oF-Ac-couiff--.-..---------------- -- ---
ESTATE OF BANKS RICHARD D FILE NO.21 02-0417 ACN 02118131 DATE 04-14-2003
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-17-2003
P R I NC I PAL TAX DU E : m.mm..................m...m...................................................m............................m.m...m..............mm.m..............mm...........m....mmmmmm.mm
1,093.02
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-24-2002 CDOOI114 43.72 830.70
03-20-2003 CD002321 4.62- 223.37
TOTAL TAX CREDIT 1,093.17
BALANCE OF TAX DUE .15CR
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .15CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
/?6fl-l/
"v
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLOKANCE OR DISALLOKANCE
OF DEDUCTION~, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-IS48 EX AFP (01-051
FRANCES OLLER
C/O 11 MILLERS GAP RD
ENOLA PA 17025
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-17-2003
BANKS
01-29-2002
21 02-0417
CUMBERLAND
207-22-0818
02118130
Allount Rellitted
RICHARD
D
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y=is41i-E3f-AFP--foi-:oii------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-17-2003
ESTATE OF BANKS
RICHARD
D DATE OF DEATH 01-29-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0417
TAX RETURN WAS:
S.S/D.C. NO. 207-22-0818
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
02118130
FINANCIAL INSTITUTION: WAYPOINT BANK
ACCOUNT NO.
500013390
TYPE OF ACCOUNT: () SAVINGS (>0 CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 11-20-1986
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
5,086.80
0.500
2,543.40
.00
2,543.40
.15
381. 51
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
X
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-24-2002 CDOOl115 15.26 289.95
INTEREST IS CHARGED THROUGH 03-25-2003 TOTAL TAX CREDIT 305.21
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 76.30
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.67
TOTAL DUE 77 .97
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRl, YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
'\,./? -~ -'f-/ /
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLOMANCE OR DISALLOMANCE
OF DEDUCTIONlS, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REY-15~8 EX ifP IDl-DSl
FRANCES OLLER
C/O 11 MILLERS GAP RB'
ENOLA PA 17025
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-17-2003
BANKS
01-29-2002
21 02-0417
CUMBERLAND
207-22-0818
02118131
Allount Rellitted
RICHARD
D
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
Rifv=is~8-E)f-AFFi-(O-i=03)------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-17-2003
ESTATE OF BANKS
RICHARD
D DATE OF DEATH 01-29-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0417
TAX RETURN WAS:
S.S/D.C. NO. 207-22-0818
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
02118131
FINANCIAL INSTITUTION: WAYPOINT BANK
ACCOUNT NO.
4100024372
TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 02-02-2001
X
7,286.83
1. 000
7,286.83
.00
7,286.83
.15
1,093.02
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-24-2002 CDOOI114 43.72 830.70
INTEREST IS CHARGED THROUGH 03-25-2003 TOTAL TAX CREDIT 874.42
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 218.60
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.77
TOTAL DUE 223.37
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
/'/-.,6-9-//
'\. BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
CRAIG A DIEHL ESQ
LAW OFFC CRAIG A DIEHL
3464 TRINDLE RD
CAMP HILL PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-10-2002
BANKS
01-29-2002
21 02-0417
CUMBERLAND
101
'*
REV-IS'7 EX AFP 10I-02l
RICHARD
D
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is"4-j-E3f-iFP--rOY:02Y-NoYicE--OF-YNHEifiTANCE-YA'x-A-ppRjrisEMENi'-:--iiioWAN-CE-cfi------------ - - ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BANKS RICHARD D FILE NO. 21 02-0417 ACN 101 DATE 12-10-2002
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. Cash/Bank Deposits/Misc. Personal Property [Schedule E)
6. Jointly Owned Property [Schedule F)
7. Transfers [Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
94.950.00
.00
.00
.00
.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses [Schedule H)
10. Debts/Mortgage Liabilities/Liens [Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts [Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
1,028.25
.00
(11)
(12)
(13)
(14)
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
94,950.00
1.028 25
93,921.75
.00
93,921.75
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
93,921.75 X 00 =
.00 X 045=
.00x 12 =
.00xI5=
(19)=
.00
.00
.00
.00
.00
TAX CREDITS:
KE[;EJ:PT l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID [-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
[ IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
OLLER FRANCES
11 MILLERS GAP ROAD
ENOLA, PA 17025
___nn_ fold
ESTATE INFORMATION: SSN: 207-22-0818
FILE NUMBER: 2102-0417
DECEDENT NAME: BANKS RICHARD
DATE OF PAYMENT: 04/25/2002
POSTMARK DATE: 04/24/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 01/29/2002
NO. CD 001115
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
02118130 I $289.95
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: FRANCES OLLER
CHECK# 2182
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$289.95
MARY C. LEWIS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
OLLER FRANCES
11 MILLERS GAP ROAD
ENOLA, PA 17025
__nu__ fold
ESTATE INFORMATION: SSN: 207-22-0818
FILE NUMBER: 2102-0417
DECEDENT NAME: BANKS RICHARD
DATE OF PAYMENT: 04/25/2002
POSTMARK DATE: 04/24/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 01/29/2002
NO. CD 001114
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
02118131 I $830.70
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: FRANCES OLLER
CHECK# 2183
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$830.70
MARY C. LEWIS
REGISTER OF WILLS
"""'ID EX IIl-OCt:
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COMMONWEALTH OF
PENNSYLVANIA
OEPARTMENT OF REVENUE
OEPT. 280601
HARRISBURG, PA 17128-0601
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I-
Z
W
C
W
o
w
c
DECEDENfS NAME (LAST. FIRST, AND MIDDLE INITIAL)
BANKS, RICHARD D.
DATE OF OEATH (MM-DD-YEAR)
01-29-2002
DATE OF BIRTH (MM-OD-YEAR)
05-09-1929
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
BANKS, BARBARA A.
~ ,. Original Return .
D 4. Limited Estate
~ 6. Decedent Died Testate IAltadlcopyolWiIl)
o 9. Utigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date 01 dealh after 12-12-82)
D 7. Decedent Maintained a Living Trust [AlIachcqlyofTrusl]
o 10. Spousal Poverty Credit (dale ot death belWe9n 12.31-91 and 1-1-95)
':F:::((:I.(',L dS?: Qr<!..'-
.....-/
/7-l.5""fl- / /
.._'____._____~_.,,_____N. '"_'_.___
FILE NUMBER
21-02
00417
COUNTY CODE YEAR NUMBER
SDCIAL SECURITY NUMBER
207 - 22
0818
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12.13.82)
o 5. Federal Estate Tax Return Required
o 8. Tolal Number of Safe Depas" Boxes
D 11. Election to tax under Sec. 9113(A) (Alladl Scha]
I-
Z
W
C
Z
~
'"
W
0:
0:
o
U
THIS SECTION MUST BE COMPLETED,ALL CORRESPONDENCEANDCONFIDENTlAl TAl( INFORMATION SHOULD BE DIRECTED TO:
Nf,ME COMPLETE MAILING ADDRESS
CRAIG A. DIEHL, ESQUIRE, C.P.A.
FIRM NAME 1'''''''''''"'[ 3464 TRINDLE ROAD
LAW OFFICES OF CRAIG A. DIEHL CAMP HILL, PA 17011-4436
TELEPHONE NUMBER
(717) 763-7613
$ 94,950.00
-0-
-0-
-0-
-0-
-0-
-0-
(B) $ 94,950.00
$ 1,028.25
-0-
1. Real Eslate (Schedule A) (1)
2. Stocks end Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule Dj
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing "Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (tolal Lines H)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabHiUes, & Liens (Sdledule I)
11. Total Deductions (tolal Lines 9 & 10)
12. Net Value of Estate {Line 8 minus Line 11}
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(4)
(5)
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax {Une 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
$ 93,921.75
-0-
-0-
-0-
16. Amount of Line 14 taxable at lineal rate
17. Amount of line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
x.o~ (15)
x.O_ (16)
x .12 (17)
x .15 (16)
(19)
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(II)
(12)
(13)
$ 1,028.25
$ 93,921.75
-0-
(14)
$ 93.921. 75
-0-
-0-
-0-
-0-
-0-
> >BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <;
Decedent's Complete Address:
RICHARD D. BANKS
21-02-00417
STREET ADDRESS
5040 ERBS BRIDGE ROAD
CITY MECHANICSBURG I STATE PA I ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credil
8. Prior Payments
C. Discounl
-0-
Total Credits (A + B + C) (2)
-0-
(3) -0-
(4) -0-
(5) -0-
(SA) -0-
(58) -0-
3. InteresVPenalty if applicable
D. Interesf
E. Penalty
TotallnteresVPenalty ( 0 + E )
4. If Line 2 is greater than Line t + Line 3, enter the difference. This is the OVERPA YMEtlT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater Ihan Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + SA. This is the 8ALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. relain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate wl10 shall use the property transferred or its income; ............................................ 0
c, retain a reversionary interest; or.................................................................................,............................,........... 0
d. receive the promise lor me of either payments, benefits or care? ...................................................................... 0
2. If dealh occurred after December 12, 19B2, did decedent transfer property within one year of death
without receiving adequate consideration? ." ,........., .... ......."......... ........... .... .,..... ........... ....... ......... ......... ........... ..... 0
3. Did decedent own an "in trust for" or payabie upon death bank account or security at his or her death? ....... ....... 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0
No
~
~
IKI
IKI
IKI
~
~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penafties of peljlX)', I dedare thai I have examined this retum, including sccornpan)ing schedules and statements, and to the best of my knowledge and belief. il is true, correct
and complete,
Declaration 01 preparer other \han lhe personal representative is based on aa information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
~;) 1'."., ~ f.\:b po N ,-\ C
ADDRESS '-t
5040 ERBS BRIDGE ROAD, MECHANICSBURG, PA 17055
SiGN RE OF PREP E aT ER T N REPRESENTATIVE
C. .
DATE
1l'l~(,,)1..--
ROAD, CAMP HILL. PA 17011-4436
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or lor the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, Ihe tax rate imposed on the net value of Iransfers to ortor the use 01 the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)l.
The statute does nol exemot a transfer to a surviving spouse 110m ta., and the statutory requirements for disciosure of assets and filing a lax retum are still appliC8ble even if
the surviving spouse 5 the only beneficiary.
For dates of death on or after Juiy 1, 2000:
The tax rate imposed on the net value 01 transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the chiid is 0% [72 P.S. 99116(a)(1.2)J.
The tax rate imposed on the net value of transfers to or lor the use of the decedent's lineal beneficiaries is 4.5%, except as noled in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(I)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)j. A sibling is defined, under Section 9102, as an
individuai who has at least one parent in cornman wilh the decedent, whether by blood or adoption.
REV.;S02 EX- 16-9.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
RICHARD D. BANKS
FILE NUMBER
21-02-00417
ESTATE OF
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller. neither being compelled to buy or self, both having reasonable knowledge of the relevant facts.
Real property which is jointly~owned with right of survivorshJp must be disclosed on Schedule F.
ITEM
NUMBER
1.
.
DESCRIPTION
VALUE AT DATE
OF DEATH
$ 94,950.00
REAL PROPERTY SITUATE AT:
11 MILLERS GAP ROAD, MECHANICSBURG,PA 17055
SILVER SPRING TOWNSHIP, CUMBERLAND COUNTY
PARCEL NO. 38-13-0985-065
ASSESSMENT = $94,950.00
COMMON LEVEL RATIO = 1.00
(COPY OF REAL ESTATE TAX INVOICE IS ATTACHED)
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
94,950.00
,
REV-11>11 EX. 1'2-991.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
RICHARD D. BANKS
FILE NUMBER
21-02-00417
ESTATE OF
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(sYEIN Number 01 Personal Representative(,)
Streel Address
City State _Zip
Year(s) Commission Paid:
2. Attorney Fees - LAW OFFICES OF CRAIG A. DIEHL $ 625.00
3. Family Exemption: (If decedent's address is. not the same as claimant's, attach e)(planation}
Claimant
Street Address
City State_Zip
Relationship of Claimant 10 Decedent
4. Probate Fees - REGISTER OF WILLS, CUMBERLAND COUNTY $ 214.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. CUMBERLAND LAW JOURNAL - ESTATE ADVERTISEMENT $ 75.00
8. THE SENTINEL - ESTATE ADVERTISEMENT $ 100.31
9. LAW OFFlCES OF CRAIG A. DIEHL - CERTIFIED MAIL $ 3.94
10. REGISTER OF WILLS, CUMBERLAND COUNTY.- FlLING FEE FOR $ 10.00
PENNSYLVANIA INHERITANCE TAX RETURN
TOTAL (Also enter on line 9, Recapitulation) $ 1,028.25
Debts of decedent must be reported on Schedule I.
(If mOfS space is needed, insert additional sheets of the same size)
REV-151JEX'19.{X)j *'
COMMONWEALTH OF PENNSYLYANV\
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
NUMBER NAME AND ADDRESS OF PERSONIS) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 la) 11.2)]
1. BARBARA A. BANKS
5040 ERBS BRIDGE ROAD
MECHANICSBURG, PA 17055
FILE HUMBER
21-02-00417
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
ESTATE OF
RICHARD D. BANKS
SPOUSE 100% OF ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH lB, AS APPROPRIATE, ON REY-1500 COYER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOYERNMENTAL DISTRIBUTIONS
TOTAL OF PART" - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets 0( tl"te same size)
MAI<f. CHf;C~S
rA.'l'AIolLETO'
CV SCH DSTf SILVER SPRING JULY 2, 2001
REAL ESTATE TAX NOTICE D^T'
DEBRA BASEHORE WIEST MaN & WED 9-5 CLOSED HOLIDAYS
8/27-8/31 9-5 -T~L 7 ON 8/27 & 8/28
269 WOODS DR~VE APPOINTMENTS ALSO AVAIIJ\BLE
HECRANICSBURG, PA 17050-2635 CLOSED 7/23 TKRU 7/27
PHONE (717) 697-1294 JAN & FEB 2002 - CALL FOR HOURS
DURING THIS PERIOD
Rli,l NIJMfJEn
010017:
01102
TAX. YEA~
L!\NO
IMPR
TaTI\t.
15.0(11
'79,951
9,4 ~ ~_~(
SCHOOL REAL ESTATE
PAY THIS AMOUNT
8.809 H.ilb
J1JL 2001-AUG 31 2001 $ 819.6
Si:P 2001-OCT 31 2001 $ 836.4.
NOV 2001-DEC 31 2001 s 920.0
IF YOUR TIOCES ARE IN ESCROW PI-EASE FORWAlU
THIS Bill TO YOUR MORTGAGE COMPANY.
836.42
TIOCES ARE DUE AND PAYABLE -- PLEASE PAY PROMPTLY
BANKS, RICHARD D
5040 ElUlS BRIDGE ROAD
MECHANICSBURG, PA 17050
38-13-0985-065
11 HILLERS GAP ROAD
LOT 25
\
o
V ,~rI
( q ".1 ?
'I 'a \)
q Lp' ~t
UNPAIO TAXES WILL BE TURNED OVER FOR DELINQUENT COLLECTION AFTER: DECEMBER
IF YOU DESIRE A RECEIPT, ENCLOS.E A STAMPED AODRESSED ENVELOPE WITH ALL COPIES.
ADDITIONAL RECEIPTS WILL BE FURNISHED FOR 51.00 EACH.
19, 2001
~-- - .~~' - ----
~.. '. , '. -, - ,~,'
"
BE IT REMEMBERED THAT
I, RICHARD DALE BANKS, of the County of Cumberland and
Commonwealth of PennsylvaniaJ being of sound mind, memory and under-
standing, do make, publish and declare this to be my LAST WILL and
TESTAMENT, hereby revoking and making null and void any and all Wills
and Codicils, or writings in the nature thereof, at any time hereto-
fore made by me.
FIRST: As my Personal Representative, I nominate and appoint
my wife, BARBARA ANN BANKS, to be the Executrix of this LAST WILL. In
the event BARBARA ANN BANKS is unable or ceases to act for any reason
whatsoever, I nominate and appoint my son, SCOTT DALE BANKS to succeed
as Executor of this LAST WILL.
SECOND: 1 direct that my debts and funeral expenses be paid
as soon after my death as is practicable by my Personal Representative
out of my estate, but not from any assets, funds, death benefits or
insurance proceeds which are otherwise excludable or exempt from my
gross estate for Federal estate valuation or tax purposes.
THIRD: I direct that all estate, succession, legacy, inheri-
tance or other transfer taxes, however designated, that shall become
payable by reason of my death in respect of all property comprising
my gross estate fo~ death tax purposes, Whether or not such property
passes under this LAST WILL, shall be paid by my Personal Representa-
tive out of my estate, but not from any assets, funds, death benefits
or insurance proceeds which are otherwise excludable or exempt from
my gross estate for Federal estate valuation or tax purposes.
FOURTH: I give, devise and bequeath all my propertYJ whether
real or personal, wherever situate, in which I may have an interest at
the time of my death, including any property OVer which I may have a
power of appointment to my wife, BARBARA ANN BANKS.
.......
FIFTH: In the event my wife fails to survive me:
A. I give and bequeath all my guns and accessories, my
power and hand tools and accessories, and my tractor and accessories,
to my son SCOTT DALE BANKS.
B. I give and bequeath all my wife's jewelry, my wife's
fur coats, my baby grand piano and my organ to my daughter, KIM
ELIZABETH BANKS.
SIXTH: In the event my wife fails to survive me, then I
give, devise and bequeath all my property, real and personal, wherever
situate, in which I may have an interest at the time of my death,
including any property over which I may have a power of appointment,
to my children, SCOTT DALE BANKS and KIM ELIZABETH BANKS, in equal
shares, if they survive me, but if either fails to survive me, then
all to the survivor.
SEVENTH: In the event my wife and all of my children fail
to survive me, then I give, devise and bequeath all my property, real
and personal, wherever situate, in which I may have an interest at the
time of my death, including any property over which I may have a power
of appoint~nt, to my descendants and my wife's descendants, per stirpes,
their heirs and assigns forever.
EIGHTH: If any part of my estate shall vest in a person who
shall not have attained the age of majority in the jurisdiction of that
person's domicile, my Personal Representative may, with absolute dis-
cretion deliver such part, or any portion thereof, without bond, to
the parent or legal guardian of such perso~ to be held for such person
until he or she reaches his or her majority. The receipt of such
parent or guardian shall be a complete discharge and acquittance of my
Personal Representative and shall be final and binding on all persons
in interest.
-2-
NINTH: If any legatee, beneficiary or devisee, other then
my wife shall fail to survive my by thirty (30) days, I direct that
I shall be deemed to have survived such legatee, beneficiary or devisee
and that this LAST WILL and all it's provisions, except where specifi-
cally stated otherwise, shall be construed on this assumption notwith-
standing the provisions of any law establishing a contrary presumption.
TENTH: If my wife shall die simultaneously with me or under
such circumstances as to render it impossible to determine who pre-
deceased the other, I direct that I shall be deemed to have survived
my wife and that the provisions of this LAST WILL shall be construed
upon this assumption, notwithstanding the provision of any law estab-
lishing a contrary presumption.
ELEVENTH: I request my Personal Representative whenever
legal counsel is needed in the settlement of my estate for the purposes
expressed in my LAST WILL, consult ALBERT Z. BOGERT, ESQUIRE, he having
intimate knowledge of my affairs, views and wishes in many matters
that may arise in the settlement of my estate.
IN WITNESS WHEREOF, I have subscribed my name and affixed
my seal this Y' day of fi.J , 1982.
~~#$~
RICHARD DALE BANKS
-3-
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, RICHARD DALE BANKS, Tes~ator, whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed the instrument
as my LAST WILL, that I signed it willingly and that I signed it as my
free and voluntary act for the purposes therein expressed.
q;~~/
Sworn or affirmed to and acknowledged before me ,by RICHARD DAlE BANKS,
Testator, this f:f day of r,,- d , 19~J; , __ " .'
:7~;o/f.c::i:~i
/' Notary Public
MUIlREl R WJ>.lTFP.S 1l\, NlItary \'>ubilc
ME:chi',llk'r,~., e'I1,'I",::r\and (Q..\;~
ffly. c.uml1lls~i!Jn EY.PI(&o Det. 9,
AFFIDAVIT
COMMONWEAlTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
We, "r/ and $-SF/ZF,.7 -;?uF/lT ,
the witnesses whose names are signed to the attached or foregoing instru-
ment being duly qualified according to law, do depose and say that we
were present and saw Testator sign and execute the instrument as his
LAST WILL, that RICHARD DALE BANKS signed willingly and that he executed
it as his free and voluntary act for the purposes therein expressed,
that each of us in the hearing and sight of the Testator signed the Will
as witnesses and that to the best of our knowledge, the Testator was at
the time 18 years or more of age, of sound mind and under no constraint
or undue influence.
/
,l
"-;r'
"""r<.'
1'-"
Sworn or affirmed to and
, 1982.
/~.r:o. /
? ~
acknowledged before meJthis fj day of ,:::- c-r:/
~;p/{,.c,
frlUFf'.EL" W,') 'Fi'.~ .1,. )HJT6rYl'ublic
M~ch~l;i~"'" " 'If';'crlami (0" P~.
,Vly (ummissiun Ex.pire" Dec, 9. 191)4
COMMDNNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE INFORMATION NOT I C E
BUREAU OF INDIVIDUAL TAXES AN D
DEPT. 28D601
HARRISBURG, PA 17128-obol TAX PAYER R E S PON S E.
REY-1545 EX AFP (09-90)
FILE N0.`21 - O~-y~7
ACN 02118130
DATE 04-17-2002
EST. OF RICHARD BANKS
S.S. N0. 207-22-0818
DATE OF DEATH 01-29-2002
COUNTY CUMBERLAND
FRANCES OLLER
C/0 11 MILLERS GAP RD
ENOLA PA 17025
TYPE OF ACCOUNT
^ savlNGs
® CHECKING
^ TRUST
^ CERTIF.
REMIT PAYMENT AND
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE, PA 17013
FORMS T0:
HOUSE
NAYPOINT BANK has provided the Department with the inforaation listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction fros the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions nay be answered by calling (717] 787-8327.
COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 500013390 Date 11-20-1986 To insure proper credit to your account, two
Established C2) copies of this notice must accompany your
Account Balance 5, 086 .80 Payment to the Register of Wills. Make check
payable to: ^Register of Wills, Agent^.
Percent Taxable X 50.000
Anount Subject to Tax 2 543.40 NOTE: If tax payments are node within three
~ (3l months of the decedent's date of death,
Tax Rate X , lrj you say deduct a Sic discount of the tax due.
38 1 .5 1 Any inheritance tax due will becoae delinquent
Potential Tax Due nine (9) months after the date of death.
PART TAXPAYER RESPONSE
A. ^ The above information and tax due is correct.
1. You way choose to resit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you aay check box ^A^ and return this notice to the Register of
0 N E Wills and an official assessment will be issued by the PA Department of Revenue.
BLOCK ~ B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N LY to be filed by the decedent's representative.
C. ~ The above information is incorrect and/or debts and deductions were paid by you.
You oust complete PART 2^ and/or PART 3^ below.
PART Y u indicate a dsfferent tEt rate, ple se state our #~~F.~.
relationshi to °S\ ~~nA_ ~~\S~t' :;~~:~:;~:;~:;~:;~:;s;:;:€:;~::~:;:;:::;~~~:::::_~:::~:;:<;~:;:;~;:~:::;:.=.;s ::::::::::::.::::::::::::.:::::-;.......:,?~:
2 P decedent . ~ :s~'ss€€~ €€~ €€~ €€i €€€€ : ~ ~ iiiii .....::::.....:.......:...:~:., ..::::~:::::::::~::::: ::: ~:~::~ :,:;~:
TAX RETURN COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS :~#~lk~i :..:::..::.::~:~:~::;,:~-:....;-;-:~~...~;~.~.:.,j:.:,,:;-;:;..,;::;,:::..;-.~~;;:::,::
LINE 1. Date Established 1 11~~ - $Le
2. Account Balance 2 5 O~ble . ~0
3. Percent Taxable 3 X ~, 00
4. Anount Subject to Tax 4 ~5~'3. ~O
5. Debts and Deductions 5 - (~
6. Amount Taxable 6 ~ ~ ~-~ .'fir ~
7. Tax Rate 7
8 . Tax Due 8 ?i('L5 . ~ 1
PART DEBTS AND DEDUCTION
0
Under penalties of perjury, I declare that the facts I have
complete to the best of ny//knowledge and belief. HOM
C~~~~ ~ WOR
~~t5 ~-!/ ~,~
~~ .a~ -
_..---
a ~ a5
~~
-+ 77' ~
___ ...,naLR DATE T
DATE PAID PAYEE DESCRI
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISIDN
DEPT. 280601
HARRISBURG, PA 17128-0601
COMDEPARTMENTOOFPREVENUEANIA
NOTICE OF INHERITANCE TAX
APPRAISEMENT ALLONANCE OR DISALLONANCE
OF D~JOINTLY HELD OR TRUST NASSETS AX ON
REY-1548 E% AFP (O1-OS)
DATE 03-17-2003
ESTATE OF BANKS RICHARD D
DATE OF DEATH 01-29-2002
FILE NUMBER CUMBERLAND
COUNTY
~~~~ 207-22-0818
~~: i::,, ,_; 02118131
ACN
Amount Raeitted
-~1~ ~- 3 7
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
FRANCES OLLER
C/0 11 MILLERS GAP RD
ENOLA PA 17025
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
FRANCES OLLER '- ``~ {
C/0 11 MILLERS GAP RD
ENOLA PA 17025
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT ALLONANCE OR DISALLONANCE
OF DEDUCTION, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REY-154! ER AFP [O1-P3)
DATE 03-17-2003
ESTATE OF BANKS RICHARD D
DATE OF DEATH 01-29-2002
FILE NUMBER 21 02-0417
COUNTY CUMBERLAND
SSN/DC 207-22-0818
ACN 02118130
Amount R®nitted
~` 7
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CDlWONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
REY-1543 ER ~FP (09-00)
FILE N0. 21--0,'''y~'
ACN 02118131
DATE 04-17-2002
EST. OF RICHARD BANKS
S.S. N0. 207-22-0818
DATE OF DEATH 0'.1-29-2002
COUNTY CUMBERLAND
** FRANCES OLLER
C/0 11 MILLERS GAP RD
ENOLA PA 17025
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
REMIT PAYMENT AND
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE, PA 17013
FORMS T0:
HOUSE
MAYPOINT BANK has provided the Departaent with the inforeation listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this inforeatian is incorrect, please obtain written correction frog the financial institution, attach a copy
to this fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Coesonwealth
of Pennsylvania. questions say be answered by calling (%17) 787-8327.
COMPLETE PART 1 BELOW * * ~( SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 4100024372 Date 02-02-2001 To insure proper credit to your account, two
Established (2) copies of this notice roust accoepany your
Acctwnt Balance 7 286 .83 Pageant to the Rogister of Mills. Make check
~ payable to: ^Rogister of Mills, Agent^.
Percent Taxable X 100.00
Amount Subject to Tax 7 286.83 NOTE: If tax pageants are wade within three
~ (3) aonths of the decedent's data of death,
Tax Rata X , 15 you aay deduct a 5iC discount of the tax due.
Potential Tax Due 1 093.02 Any inheritance tax due will becoae delinquent
i nine C9) aonths after the date of death.
PART TAXPAYER RESPONSE
^ ;: ~..
:iii€: '€; ~..:::: ::; ~~~ ~ i€€€~~.:~ . '~ii~€€€€~i.~~€ .............................
A. ~ The above inforeation and tax due is correct.
1. You aay choose to resit pageant to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you aay check box ^A^ and return this notice to the Register of
C 0 NE ~ Nills and an official assesseent will be issued by the PA Departaent of Revenue.
BLOCK B. ~ The above asset has bean or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N LY to be filed by the decedent's representative.
C. ® Tha above inforaation is incorrect and/or debts and deductions were paid by you.
You oust coeplete PART ~ and/or PART ~ below.
PART If you indicate a different t x rate, p ease sta a your
relationship to decedent; 51~~~ ~ 9\~ C
TAX RET!!RN - rOMPUTATIOiN. OF TA~ ONE !nIkT/TR~lST ACCOUNTS
LINE 1. Data Established 1 .~. Oat app
2. Account Balance 2 ~a~1~ . ~3
3. Percent Taxable 3 X 10O . ['Y'1
4. Amount Subject to Tax 4 `(Ali . ~3
5. Debts and Deductions 5 -
6. Amount Taxable 6 .mil
7. Tait Rate 7 . 1
8 . Tax Due 8 ~ ~~ ~.
PART
DEBTS AND f
DATE PAID PAYEE
TOTAL (Enter
Under penalties of perjury, I declare that
complete to the bast of ny knowledge and belief
TAXPAYER SIGNATURE
8 ~ ~} ,,~a
~~ -i~~+~G~/ ~ UNT PAID
~30.~0~ ~
rect and
C~-Z.
DAT