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~5511(a). An affidavit of scrvicc containing spccific avcrmcnts as to thc abovc
rcquircmcnts shall bc prcscntcd at thc bcginning of thc court hcaring.
3. At Icast twcnty (20) days prior uoticc of thc court hcaring. togcthcr with a
copy of thc pctition, shall bc givcn pcrsonally or by ccrtificd mail to all pcrsons
who arc sui juris and who would be entitlcd to share in the estate of D'nelle
Parker if she died intestate, namely:
MichaelParkcr
1'.0. Box 1411
Platte City, MO 64079
4. Petitioner and/or cOllnscl for petitioner shall notify the court. in writing. at
least seven (7) days prior to the court hcaring if counscl has not becn rctained
by or on behalf of the alleged incapacitated pcrson in accordance with the
provision of 20 Pa.C.S.A. ~5511 (a). TIlis notice shall also contain all
pertincnt information which would indicate to the court whether or not
counsel should be appointcd to rcpresent the interests of D'nelle Parker.
5. D'nclle Parker shall be present at the court hearing unless it is established by
clear and convincing evidence medical evidence that her physical and mental
condition would be harmed by hcr presence in court, in accordance with the
provision of 20 Pa.C.S.A. ~5511 (a). TIle court hearing shall be closed to the
public unless D'nelle Parker or her counsel demands otherwise.
By the Court:
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COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY. PENNSYLVANIA
ORPIIANS' COURT DIVISION
)/.-
No.,BL -9( -~~)
ESTATE OF D'NELLE PARKER. AN ALLEGED INCAPACITATED PERSON
Social Security No.: 433-36-4964
........................................................................
PETITION FOR AD.'UDlCATION OF ,NCAI>ACITY AND APPOINTMENT OF
PLENARY GUARDIAN OFTHE ESTATE AND I>ERSON IN ACCORDANCE
WITH 20 PA.C.S.A. ~5511
TO TilE COURT:
Pelitioner. Ann Parker, respectfully submits this petition to the Court for the
appointment of plenary guardian of the person and estate of D'Nelle Parker. an alleged
incapacitated person. and in support thereof avers as follows:
JURISDICTION AND VENUE
I. '\lIe alleged incapacitated person, D'Nelle Parker. who was bom on November 28.
1913. is an eighty two (82) year old widow and is domiciled in Pennsylvania. residing
at 1428 Bradley Drive. Unit J-214. in Carlisle, Pennsylvania.
2. Pursuant to 20 Pa. C.S.A. ~5512(b) and (2). this Court has jurisdiction over and is the
proper venue for the appointment of a guardian of the person nnd estate of the alleged
incapacitated person.
3. The only other court which has ever assumed jurisdiction in any proceeding to
determine the capacity ofD'Nelle Parker is Buckingham County. Virginia
FA( TH_A I ,11,~l'K!-.mW JNJ)
II, D'Ncllc Parkcr has rcsidcd at hcr currcnt addrcss sincc Fchruary I. 19')~ with
Petitioncr. Thc propcrty is rcnlcd liom Phcasant Run Propcrtics.
I~. D'Ncllc Parkcr prcviously rcsidcd at II ~3 Phcasant Drivc North. Carlislc with hcr
husband until his dcath in Fcbruary of 199.\ ami wilh hcr daughtcr, thc Pctitioncr.
sincc approximately Dcccmhcr of 1993 whcn Pctitioncr movcd into thc rcsidcncc to
assist in caring for hcr parcnts.
13. D'Nclle Parker is suflering from Alzheimcr's Discasc and rclatcd dcmcntia. Shc is
unable to lakc carc of hcrsclf and rcquircs 24 hour carc. including assistancc lor
fecding. drcssing. and pcrsonal hygicnc. IIcr ability to rcccive and cvaluatc
information cflectively and communicate dccisions in any way is impaired to such a
significant extent that she is totally lIImble to managc hcr financial rcsourccs or to
mcct thc csscntial requiremcnts for hcr physical hcalth and safety,
14. Bccausc of hcr agc and mcntal hcalth. D'Nclle Parkcr's condition is not expectcd to
improvc.
15. Thc tcstimony of hcr trcating physician. Dr. Earl Morton. will bc prcscntcd by
dcposition.
NO LESS RESTRICTIVE AI.TERNATIVE
16. The following support Pctitioncr's position thai thcrc is no less rcstrictive altcrnativc
tothc appointmcnt ofa plcnary guardian ofthc pcrson amI thc cstatc ofD'Ncllc Parkcr:
a) D'Nelle Parker has bccn cnrollcd in an adult day-carc program. Eldcrly Day
Activities, Pctcrsburg Road. Carlislc. Pennsylvania sincc on or about Fcbruary
of 1995. Pctitioncr was instructcd by Eldcrly Day Activitics not to bring
D'Ncllc Parkcr back to thcir Iilcility on or aboutthc cnd of Novcmhcr. IlJlJS
duc to bchavior and control problcms thcy wcrc cxpcricncing with D'Ncllc
Parkcr.
bl D'Nellc Parker has rcecivcd in-homc health earc assistanec through First
Amcric.m Homc Carc who Ims provided nurses on a parl-limc basis sincc
Dcccmbcr of 1995. Thc timding for this scrvice has bcen discontinued duc to
thc fact that it is only supplied for "acute" conditions. Ahhough chronic,
D'Nclle Parker's condition is no longcr "acute" as a result of changes in
mcdicine. First Amcrican Homc Carc determincd that although [)'Ncllc
Parker docs need constant carc, skillcd nursing carc. such as thcy providc. is
not reqnired.
c) The constant care and level of care requircd by [)'Nelle Parker mandates
placcment in a nursing facility designed for the nceds of Alzheimer's paticnts
as Petitioner is no longer able to provide the amount and level of care
dcmanded by O'Nelle Parker for her own heahh and safety and docs not havc
the rcsources available to hire private nursing assistants to care for O'Nelle
Parker.
ASSETS ANO INCOME
17. At prcscnt. O'ncllc Parkcr's assets. to thc extent known by Petitioncr. arc as follows:
a) $21.85 in a bank account ill her mllne.
18. To the best of Petitioner's knowledge, information and belief, D'Nclle Parker's
annual income is approximately $20.000, derived from her former husband's military
mllluity and Social Sccurity.
19. I),Ndlc Parkcr docs nolown any rcal propcrty. nor docs shc hold any valuahlc liquid
asscts nor pcrsonal propcl1y,
PLENARY CilJi\JWIANSIIIP REOlJESTEJ>
18. Thc scvcrity of J>'Ncllc's mcnlal condition. thc lack of viahlc. Icss rcstrictive
altcmatives and Ihc immincnt nccd for nursing homc placcmcnt. ncccssilatc thc
appoinlmcnt of a plcnary guardian of f)'Ncllc Pmkcr's cstalc to managc and administcr
allmallcrs conccming hcr financial allilirs. including but notlimitcd to:
. hcr cash. chccks and any bank acconnts;
. hcr othcr individually owncd propcrty:
. paymcnt of mcdical, pharmaccutical. and othcr bills incurrcd to providc hcr
with propcr mcdical carc and nmintcnancc ofhcr lifestylc;
. prcparation and signing of tax rclurns and paymcnt of statc. local and fcdcl'lll
taxes:
. handling claims madc on bchalf of or against hcr:
. cxccution of documcnts and cntcring into contracts;
. Social Sccurity bcncfits and any othcr govcnullcntal or non-govcmmcntal
bcncfits;
. applying for insurancc and/or Mcdicarc or Mcdicaid bcncfits.
19. Thc scvcrity of D'Ncllc Parkcr's mcntal condition and thc lack of viablc. Icss
rcstrictivc altcmativcs ncccssilatc thc appointmcnt of a plcnary guardian of hcr pcrson 10
handlc all issucs rclating to hcr pcrson. including hnt notlimitcd 10:
. authorizing or withholding conscnt to mcdical trcatmcnt or mcdication and
psychiatric carc;
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IN RF::
D'NELLE PARKER
IN TilE COUR1' OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPIIANS" COUR'f DIVISION
NO. 21-96-233
CITATION
WE COMMAND, you that laying aside all business and excuses
whatsoever, you be and appear in your proper person before the
Honorable Judges of the common Pleas Court, Orphans' Court
Division at a session of the said Court there to be held, for
the County of Cumberland to show cause why she should not be
adjudged an incapacitated person and why a plenary guardian of
her person and estate should not be appointed; the hearing thereon
to be held in Courtroom 1, Cumberland County Courthouse, Carlisle,
pennsylvania on May 6, 1996 at 1:30 o'clock P.M.
petitioner shall cause to be served by personal service the
Citation with Notice and Petition pursuant to the provisions of
20 Pa. C.S.A. 511 (a), upon D'nelle Parker, at least twenty (20)
prior to the court hearing. The contents and terms of the Citation
with Notice and Petition shall be read and explained to the
Maximum extent possible in language and terms the alleged
incapacitated person is most likely to understand in accordance
with the provisions of 20 Pa. C.S. A. 511 (a). An affidavit of service
containing specific averments as to the above requirements shall
be presented at the beginning of the court hearing.
At least twenty (20) days prior notice of the court hearing,
together with a copy of the petition, shall be given personally
or by certified mail to all persons who are sui juris and who
would be entitled to share in the estate of D'nelle Parker if she
died intestate, namely:
Michael Parker
P.O.Box 1411
Platte City, Mo. 64079
Petitioner and/or counsel for petitioner shall notify the
Court, in writing, at least seven (7) days prior to the court
hearing if counsel has not been retained by or on behalf of the
alleged incapacitated person in accordance with the provision of
20 Pa C.S.A. 5511 (a). This notice shall also contain all
IN RE:
D'NELLE PARKER
IN Till:: COUIl'l' 01' COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPIIANS" COURT DIVISION
CO~-'-l
NO. 21-96-233
CITATION
WE COMMAND, you that laying aside all business and excuses
whatsoever, you be and appear in your proper person before the
Honorable Judges of the Gommon Pleas Court, Orphans' Court
Division at a session of the said Court there to be held, for
the County of Cumberland to show Gause why she should not be
adjudged an incapacitated person and why a plenary guardian of
her person and estate should not be appointed; the hearing thereon
to be held in Courtroom 1, Cumberland county Courthouse, Carlisle,
Pennsylvania on May 6, 1996 at 1:30 o'clock P.M.
petitioner shall cause to be served by personal service the
Citation with Notice and Petition pursuant to the provisions of
20 Pa. C.S.A. 511 (al, upon D'nelle Parker, at least twenty (20)
prior to the court hearing. The contents and terms of the Citation
with Notice and petition shall be read and explained to the
Maximum extent possible in language and terms the alleged
incapacitated person is most likely to understand in accordance
with the provisions of 20 Pa. C.S. A. 511 (al. An affidavit of service
containing specific averments as to the above requirements shall
be presented at the beginning of the court hearing.
At least twenty (20) days prior notice of the court hearing,
together with a copy of the petition, shall be given personally
or by certified mail to all persons who are sui juris and who
would be entitled to share in the estate of D'nelle Parker if she
died intestate, namely:
Michael Parker
P.O.Box 1411
Platte City, Mo. 64079
Petitioner and/or counsel for petitioner shall notify the
court, in writing, at least seven (7) days prior to the court
hearing if counsel has not been retained by or on behalf of the
alleged inGapaGitated person in aGGordance with the provision of
20 Pa C.S.A. 5511 (a). This notice shall also contain all
"U'. ..'..,............'......
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
,MAR 13 1996
-f:r>-'
COpy
NO. c:?/ crt -::I :l3
ESTATE OF D'NELLE PARKER, AN ALLEGED INCAPACITATED PERSON
Social Security No.: 433-36-4964
........................................................................
PETITION FOR ADJUDICATION OF INCAPACITY AND APPOINTMENT OF
PLENARY GUARDIAN OF THE ESTATE AND PERSON IN ACCORDANCE
WITH 20 PA.C.S.A. ~551 I
TO THE COURT:
Petitioner, Ann Parker, respectfully submits this petition to the Court for the
appointment of plenary guardian of the person and estate of D'Nelle Parker, an alleged
incapacitated person, and in support thereof avers as follows:
JURISDICTION AND VENUE
I. TIle alleged incapacitated person, D'Nelle Parker, who was born on November 28,
1913, is an eighty two (82) year old widow and is domiciled in Pennsylvania, residing
at 1428 Bradley Drive, Unit J-214, in Carlisle, Pennsylvania.
2. Pursuant to 20 Pa. C.S.A. ~5512(b) and (2), this Court has jurisdiction over and is the
proper venue for the appointment of a guardian of the person and estate of the alleged
incapacitated person.
3. The only other court which has ever assumed jurisdiction in any proceeding to
detennine the capacity ofD'Nelle Parker is Buckingham County, Virginia
FACTUAL BACKGROUND
II. I)'Nelle Parker has resided at her current address sinee February I. 11)1)5 with
Petitioner. l11e property is rented from Pheasant Run Properties.
12. D'Nelle Parker previously resided at 1153 Pheasant Drive North, Carlisle with her
husband until his death in February of 1994 and with her daughter, the Petitioner,
since approximately December of 1993 when Petitioner moved into the residence to
assist in caring for her parents.
13. D'Nelle Parker is suffering from Alzheimer's Disease and related dementia. She is
unable to take care of herself and requires 24 hour care, including assistance for
feeding, dressing, and personal hygiene. Her ability to receive and evaluate
infonnation effectively and communicate decisions in any way is impaired to such a
significant extent that she is totally unable to manage her financial resources or to
meet the essential requirements for her physical health and safety.
14. Because of her age and mental health, D'Nelle Parker's condition is not expected to
improve.
IS. The testimony of her treating physician, Dr. Earl Morton, will be presented by
deposition.
NO LESS RESTRICTIVE ALTERNATIVE
16. The following support Petitioner's position that there is no less restrietive alternative
to the appointment ofa plenary guardian of the person and the estate ofD'Nelle Parker:
a) D'Nelle Parker has been enrolled in an adult day-care program, Elderly Day
Activities, Petersburg Road, Carlisle, Pennsylvania since on or about February
of 1995. Petitioner was instructed by Elderly Day Activities not to bring
I)'Nclle Parkcr hack to thcir facility on or aboutthc cnd of Novcmbcr, 1995
duc to bchavior and control problclIIs thcy wcrc cxpcricncing with I)'Ncllc
Parker.
b) D'Nclle Parker has rcceivcd in-hollle health care assistance through First
Amcrican Homc Care who has provided nurses on a part-time basis since
December of 1995. l11e funding for this service has bcen discontinued due to
the fact that it is only supplied for "acute" conditions. Although chronic,
D'Nelle Parker's condition is no longer "acute" as a result of changes in
medicine. First American Home Care detennined that although D'Nelle
Parker docs need constant care, skilled nursing care, such as they provide, is
not required.
e) TIle constant care and level of care required by D'Nelle Parker mandates
placement in a nursing facility designed for the needs of Alzheimer's patients
as Petitioner is no longer able to provide the amount and level of care
demanded by O'Nelle Parker for her own health and safety and docs not have
the resources available to hire private nursing assistants to care for O'Nelle
Parker.
ASSETS AND INCOME
17. At present, O'nelle Parker's assets, to the extent known by Petitioner, are as follows:
a) $21.85 in a bank account in her name.
18. To the best of Petitioner's knowledge, infonnation and belief, D'Nelle Parker's
annual income is approximately $20,000, derived from her fonner husband's military
annuity and Social Security.
19. D'Ncllc Purkcr docs not ownuny rcal propcrty. nor dncs shc hold uny valuablc liquid
usscts nor pcrsonal propcrty.
PLENARY GUARDIANSIIIP REQUESTED
18. 11lc scvcrity of D'Ncllc's mcntul condition, thc lack of viablc, Icss rcstrictivc
altcmatives and thc immincnt nccd for nursing homc placcmcnt, ncccssitatc thc
appointmcnt of a plcnary guardian of I)'Ncllc Parkcr's estate to manage and administer
all matters coneeming her financial atTairs, including but not limited to:
. her cash, checks and any bank accounts;
. her other individually owned property;
. payment of lIledical, phannaceutical, and other bills incurred to provide her
with proper medical care and maintenance of her lifestyle;
. preparation and signing of tax retums and payment of state, local and federal
taxes;
. handling claims made on behalf of or against her;
. execution of documents and entering into contracts;
. Social Security benefits and any other govemmental or non-govemmental
benefits;
. applying for insurance and/or Medicare or Medicaid benefits.
19. TIle severity of D'Nelle Parker's mental condition and the lack of viable, less
restrictive alternatives necessitate the appointment of a plenary guardian of her person to
handle all issues relating to her person, including but not limited to:
. authorizing or withholding consent to medical treatment or medication and
psychiatric care;
~
IN RE:
IN '1'IIE COUll'!' 01' COMMON PLEAS 01'
CUMI3EHLAHD COUN'I'Y, PENNSYLVANIA
D'NELLE PARKER
ORPHANS' COUll'!' DIVISION
NO. 21-96-233
DEPOSITION OF: Earle Edward Morton, M.D.
TAKEN BY: Petitioner
BEFORE:
Cheryl Farner Donovan, RPR-Notary
PLACE:
Dunham U.S. Army Health
Carlisle Barracks
Carlisle, PA 17013
Clinic
Thursday, April 11, 1996, 1:00 p.m.
DATE:
t' )
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APPEARANCES:
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.. ;oo!
CHERYL FARNER DONOVAN
Registered Professional Court Reporter
305 Bullshead Road
Newville, PA 17241
Phone (717) 776-3515
Courtroom & Free.lance Reporting . Experience Since 1975
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ORIGINAL
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(It is stipulated by deposing counsel for the
respective party that this deposition is in lieu of the
doctor appearing in person.)
(Commenced at 1:05 p.m.)
Whereupon,
EARLE EDWARD MORTON, M.D.
having been first duly sworn, according to law, testified
as follows:
DIRECT EXAMINATION
BY MRS. DEITCHMAN:
Q Doctor Morton, I'm Jennifer Deitchman and I
represent Ann Parker, the Petitioner, in this guardianship
proceeding concerning her mother, D'nelle.
I understand that you were the treating
physician of D'nelle Parker. Is that correct?
A That's correct.
Q Have you been a part of a deposition process
before?
A Never.
Q This one is a little bit different from the norm
in that there's not another attorney sitting here. As far
as I know, an attorney has not been appointed to represent
D'nelle Parker, at this point in the proceedings.
I will just be asking you some questions, which
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1 you will be answering under oath. It will be transcribed
2 into a written transcript.
3 You have the opportunity to review that
4 transcript or sign it, or you can waive that and just
5 allow it to be filed as the court reporter has typed it.
6 We can make that decision later.
7 Everything that you state needs to be oral. In
8 other words, nods of the head are not taken down on the
9 paper.
10 A Understood.
11 Q And that's really the only rule of thumb for the
12 transcript.
13 So to begin, would you just state your full name
14 and credentials for the record?
15 A Dr. Earle Edward Morton. I'm a medical doctor.
16 Q What type of practice do you have here?
17 A I am Board certified in family practice. I
18 practice a full scope family practice.
19 Q And your office address?
20 A Dunham U.S. Army Health Clinic, Carlisle
21 Barracks, 17013.
22 Q Do you have any specialties inside of that
23 family practice area?
24 A No. I have no subspecialties except the family
25 practice.
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1 Q Are you licensed to practice in Pennsylvania?
2 A No. I'm licensed in New Jersey. My
3 Pennsylvania license is still pending.
4 Q How many years have you been in practice?
5 A For three years.
6 Q How long have you treated D'nelle parker?
7 A I assumed D'nelle's care when I arrived here in
8 September of '95.
9 Q How often do you see D'nelle?
10 A I see D'nelle approximately one to two times a
11 month; however, I'll talk with Ann, her daughter, on the
12 telephone probably three to four times a month.
13 Q What is the primary diagnosis of D'nelle Parker?
14 A D'nelle has end stage Alzheimer's disease.
15 Q End stage?
16 A Yes.
17 Q Can you describe a little bit about end stage
18 Alzheimer's?
19 A Alzheimer's disease is a large continuum from a
20 very mild disease, which would present with just mild
21 memory deficits and difficulty.
22 It will progress usually over the course of fiv~
23 to ten years to more severe dementia, worsening memory
24 problems, worsening acathisia. By that I mean
25 restlessness and inability to sit still, increasing
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agitation and vocal and physical outbursts.
In D'nelle's case she ha~ the end stage disease
in that she is severely demented. She is unable to sit
still. She has severe acathisia. She's always getting up
and moving about.
She is having worsening problems with her vocal
and physical outbursts. She's becoming very violent to
her caretakers, striking out/ hitting them. As well as,
she's having worsening of self care. She's not caring for
herself, not performing the normal activities of daily
living as far as her own personal hygiene.
Q When you first saw her three years ago, was she
in the end stage of Alzheimer's?
A Well, I've only seen her since September of '95.
Q Okay.
A At that point she just had a more moderately
severe Alzheimer's. She clearly has progressed in the six
months that I've been caring for her.
Q Have you treated other patients with Alzheimer's
disease?
A Yes. I've treated approximately twenty to
thirty patients with Alzheimer's.
Q Have you prescribed prescription medication for
Mrs. Parker?
A Yes. D'nelle has been on multiple prescription
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1 medications.
2 Q How is she responding to that medication?
3 A We've used multiple benzodiazepines and
4 antipsychotic medicines. These are medications to control
5 her behaviors, her severe outbursts, her difficulty with
6 sleep, insomnia and her aggression.
7 Because she is also a geriatric patient she has
8 difficulty with metabolizing drugs. So, therefore, it has
9 been difficult to adjust her medicines appropriately.
10 Like most geriatric patients the kidneys and
11 liver don't function as ours do and the medications will
12 accumulate. Then you have worsening problems as far as
13 overdosage and severe sedation.
14 D'nelle also has problems with parkinsonian
15 symptoms with the antipsychotic medicines, which is not
16 untypical, in that they get what are known as
17 extrapyramidal symptoms.
18 Q What are extrapyramidal symptoms?
19 A Those are symptoms where they get severe
20 twitching of the head and body, torticollis which is a
21 wryneck kind of syndrome.
22 So we've had to work around that by changing
23 medicines and keep trying different ones.
24 Q You had mentioned her daughter, Ann?
25 A Yes.
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Q Does Ann supply you with information about how
the medications are working or not working?
A Ann is my soul source of information. Ann and
her husband, because they're the sole caretakers for Mrs.
Parker.
Q Is Mrs. Parker able to communicate to you what
she feels as a result of the medication?
A Mrs. Parker has what we call sort of a nonsense
talk. She clearly enunciates very well, but her speech
just has no meaning. other than pain, she is not really
able to vocalize her feelings and expressions.
Q Would she be capable of taking the medications
on schedule on her own?
A No. Clearly she cannot handle her medications.
Even as far as knowing which medications to take or the
schedule, no, she's unable to do any of that.
Q Is there someone who always accompanies her to
the visits to your office?
A Ann always accompanies her.
Q Let me go a little bit further and ask whether
YOU've seen a degeneration of D'nelle Parker's condition
since you first began treating her?
A Yes, I have. When I first started treating her
she was going to a senior Day Care Center during the day.
After several months that I was taking care of
8
1 her, she was basically thrown out of the Day Care because
2 of her violent behavior. She was striking out at other
3 patients there as well as the staff.
4 We were unable to control it well enough with
5 her medications. So they basically told her not to come
6 anymore and they kicked her out.
7 Q Have you ever seen her exhibit violent striking
8 out type of behavior in the clinic?
9 A Usually every visit. Yes. Nearly every visit.
10 Because of her inability to sit still and her
11 restlessness, her attention. within just several minutes,
12 she's wanting to leave and get up and move about. And if
13 you try and redirect her, she'll often kind of strike out
14 at you, swing at you. And that's fairly common.
15 Q Do you expect that with medication or otherwise
16 there might be an improvement of her symptoms?
17 A No. Alzheimer's disease is a chronic
18 progressive disease. It has one direction only and that's
19 to only get worse.
20 Q Are you able to determine whether she's oriented
21 as far as time and place?
22 A She's very disoriented to time and place.
23 Q Does she know current events?
24 A No. She has no idea what's going on. Usually
25 doesn't know what season or anything that's going on
9
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around her.
Q Are you able to m~ke an opinion whether she
could manage personal finances, whatever assets or savings
she might have?
A No. She's totally unable to manage her own
finances and affairs.
Q What would you say she would be capable of
doing?
A That's a more interesting question.
Q Are there any abilities or capacities that
D'nelle Parker has that if left on her own she could do?
A Let me say that with an Alzheimer's patient at
this point your goals are to have them do some of their
activities of daily living. Basically having them feed
themselves. You really need to get to the very basic
things.
If they're able to feed themselves when you put
the food in front of them. Clearly they can't prepare it
themselves. Your goal is to have them feed themselves, if
possible clothe themselves and do their personal
toileting.
D'nelle is kind of on the border with that, the
very basic things. And so as far as anymore advanced or
the higher things that we need to do, she's unable to do
that.
10
-. ,--
1 Q So, do I take it from your answer, that she's
2 not able to prepare her own meals?
3 A No, she's unable to prepare her meals.
4 Q What level of care does D'nelle Parker require
5 as far as nursing care?
6 A What she needs is, she needs someone there
7 constantly to watch over her to prevent her from injuring
8 herself.
9 Remarkably she's in very good health other than
10 her mental disease and her Alzheimer's. So she doesn't
11 require much assistance in getting about. Well, let me
12 reword that. Let me say that she needs direction and
13 assistance. She needs help in those normal activities
14 that require thinking and cognition.
15 Therefore, she needs someone else to be there,
16 to think for her as far as meal preparation and she needs
17 someone to direct her through the day, because clearly a
18 problem with Alzheimer's patients is the wandering. If
19 she didn't have someone to watch over her she would wander
20 off and clearly be lost.
21 These are the reasons why you have to lock the
22 doors in nursing homes because patients wander off. They
23 wander out in traffic. They're a danger to themselves.
24 She needs someone to protect her from herself.
25 Q Just one or two other questions, Doctor. Do you
11
1 know whether D'nelle Parker is oriented with regard to her
2 being able to recognize her relatives, or people such as
3 yourself or people in the clinic here, to recognize them?
4 A She never recognizes me. Every time I see her
5 it's like a new visit.
6 She will recognize the word doctor. "Oh, this
7 is your doctor, D'nelle." "Oh, how are you, doctor?".
8 But every visit is a new visit to her. She seems to be
9 unable to make new memories and to recall those.
10 As far as recognizing her family members, she
11 seems to know Ann and follow Ann's direction.
12 Q Does she recognize Ann as her daughter?
13 A I'm not sure. I really couldn't tell you that.
14 I've never really investigated that with her.
15 That really could go either way, because clearly
16 they do recall or retain some old memories. I'm not
17 really sure. I can't answer that.
18 Q Okay. You mentioned that she was in good
19 health. Are there any other physical conditions which
20 effect D'nelle Parker that we haven't spoken of thus far?
21 A Well, she has some sensory deprivation in that
22 she has some severe bilateral hearing loss. She also has
23 very poor vision and some mild cataracts. So her sensory
24 input is not what it should be.
25 That certainly will worsen her interaction with
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the world, because she's junt not able to hear and see as
well. We've maximized that to the best of our ability.
She's just recently seen her optometrist and
gotten new glasses, but it's just very limited in what we
can correct.
She has some other minor medical problems such
as high blood pressure and a history of headaches, but
overall she's in good health.
Q We already covered a little bit of whether you
would expect an Alzheimer's patient to improve or for
their condition to degenerate. Are you able to state
within a reasonable degree of medical certainty whether
the prognosis for D'nelle Parker is better or worse?
A Clearly with nearly one hundred percent
certainty, she will get worse. This is a progressive
disease and will only go from the mild forms to the more
severe forms to the end stage where she is now. And her
condition will only progress and worsen until her demise.
Q And are all of the statements which you made in
this deposition today within a reasonable degree of
medical certainty?
A Yes.
MRS. DEITCHMAN: 1~ank you, Doctor.
DR. MORTON: You're quite welcome.
(Concluded at 1:23 p.m.)
13
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Domestic Return Receipt
IN RI~:
DO NELLE I'ARKI>H
IN 'rill:: COUR'l' 01' COMMON PLI~AS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPIIANS" COURT DIVISION
COFY
NO. 21-96-233
CITA'fION
WE COMMAND, you that laying aside all business and excuses
whatsoever, you be and appear in your proper person before the
Honorable Judges of the common Pleas Court, orphans' Court
Division at a session of the said Court there to be held, for
the County of Cumberland to show cause why she should not be
adjudged an incapacitated person and why a plenary guardian of
her person and estate should not be appointed; the hearing thereon
to be held in Courtroom 1, Cumberland County Courthouse, Carlisle,
pennsylvania on May 6, 1996 at 1:30 o'clock P.M.
petitioner shall cause to be served by personal service the
citation with Notice and Petition pursuant to the provisions of
20 Pa. C.S.A. 511 (a), upon DOne11e Parker, at least twenty (20)
prior to the court hearing. The contents and terms of the Citation
with Notice and petition shall be read and explained to the
Maximum extent possible in language and terms the alleged
incapacitated person is most likely to understand in accordance
with the provisions of 20 Pa. C.S, A. 511 (a). An affidavit of service
containing specific averments as to the above requirements shall
be presented at the beginning of the court hearing.
At least twenty (20) days prior notice of the court hearing,
together with a copy of the petition, shall be given personally
or by certified mail to all persons who are sui juris and who
would be entitled to share in the estate of D'nelle Parker if she
died intestate, namely:
Michael Parker
P.O.Box 1411
Platte city, Mo. 64079
Petitioner and/or counsel for petitioner shall notify the
Court, in writing, at least seven (7) days prior to the court
hearing if counsel has not been retained by or on behalf of the
alleged incapacitated person in accordance with the provision of
20 Pa C.S.A. 5511 (a). This notice shall also contain all
. .. ...... .~... ..-.':- .
'.
FACTUAL BACKGROUND
I\. D'Nelle Parker has resided at her current nddress since February I, 1995 wilh
Petitioner. 'nle property is rented from Pheasant Run Properties.
12. D'Nelle Parker previously resided at 1153 Pheasant Drive North, Carlisle with her
husband until his death in February of 1994 and with her daughter, the Petitioner,
since approximately December of 1993 when Petitioner moved into the residence to
assist in caring for her parents.
13. D'Nelle Parker is suffering from Alzheimer's Disease and related dementia. She is
unable to take care of herself and requires 24 hour care, including assistance for
feeding, dressing, and personal hygiene. Her ability to receive and evaluate
information effectively and communicate decisions in any way is impaired to such a
significant extent that she is tolally unable to manage her financial resources or to
meet the essential requirements for her physical health and safely.
14. Because of her age and menial health, D'Nelle Parker's condition is not expected to
improve.
15. The testimony of her treating physician, Dr. Earl Morton, will be presented by
deposition.
NO LESS RESTRICTIVE ALTERNATIVE
16, The following support Petitioner's position tbat there is no less restrictive alternative
to the appointment of a plenary guardian oflbe person and tbe eslate ofD'Nelle Parker:
a) D'Nelle Parker bas been enrolled in an adult day-care program, Elderly Day
Activities, Petersburg Road, Carlisle, Pennsylvania since on or about February
of 1995. Petitioner was instructed by Elderly Day Activities not to bring
19. D'Nellc Parker docs not ownllny real property, nor does she hold nny valuahle liquid
IIssels nor personal property.
PLENARY GUARDIANS! III' REQJJESJJ~D
18. 111e severity of J)'Nelle's mental condition, the lack of viable, less rcstrictive
altematives and the imminent need for nursing home placement, necessitate the
appointment of a plenary guardian of J)'Nelle Parker's estate to manage and administer
all mailers conceming her financial affairs, including but not limited to:
. her cash, checks and any bank accounts;
. her other individually owned property;
. payment of medical, pharmaceutical, and othcr bills incurred to provide her
with proper medical care and maintenance of her lifestyle;
. preparation and signing of tax retums and payment of state, local and federal
taxes;
. handling claims made on behalf of or against her;
. exccution of documents and entering into contracts;
. Social Sccurity benefits and any other governmental or non-governmental
bencfits;
. applying for insurancc and/or Mcdieare or Medicaid benefits.
19. TIlc severity of D'Nelle Parker's mental condition and the lack of viable, less
restrictive altcrnatives necessitate the appointment of a plenary guardian of her person to
handle all issues relating to hcr person, including but not limited to:
. authorizing or withholding consent to medical treatment or medication and
psychiatric carc;
1,^:lT WII,I.
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m~I1.'Cf', frnlld,
and nound mind.
1'^IUO:Jt, of VlrlJlnln, .1r'l~ln(t.
(lff'vlour: wllln nlHI (~nllll~lln.
II ,ul 1If' Influf'nl:f~ of nny pf'rllnn.
10 hf' my I.A.ST
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I. I 11m m.nrtf'd to .'llhUK H. l'hltKlm, .11t., I hnvf' two ('1 childrrn,
n~mf'lYI A"" rARK~n n~Ar.~n nl1ll HICIIAE~ rARK~R.
2. 1 appoint rRArlK H. PARKER,
HICIIAEL rAnK~R, oubntituto,
ullwilling to act, or connen to
JR., executor or my rnlnlr. I nppolnt
in cane the executor 10 unnbl~ or
do no. "altllor io to be bonded.
,
3. I direct my executor to payout oC my estate my Cuneral eXpenrH!D '
nod enforceable debtn. Tn dlntrlhutc my entntc, I give my executor i
full power to Dcl1, lenne, mortgnqc, reinvent, or otherwise dinpone of t
tllc anocts oC my cntatc.
4. "ChildrenR or Rchildh aloo includen tho DC horn to mc or adopted hy
me aCter execution or my will. The phrsDc RdieD berore meR includeD
dieD at the name time ~r within 30 daya oC my death. Where
appropriate, wordn oC the m~ncullnc gendor Ghall include the feminine
nnd vice verna, nnd any reCerence to the oingular Ghall include the
plural and vic~ versa. RInGucR means all peroonD who have dcocended
(rom a common ancestor, or who have been adopted by a peroon who hao
deRcended (rom n common anccntor.
5. I give, devine, llnd br.queath nil oC my renl and peroonnl property
to FRMIK M. PARKER, JR. I r FRANK H. PARKER, JR., d i<l'o be fore me I
give, devine, and beque.,th all thin property in equal sharen to my
chil~ren. If a child o( mine dieD beCore me then hin/her share is to
be divided equally among my surviving children.
6. Except 00 provided in this will, I have intentionnlly left out any
other relative or any other peroon.
IN TESTIMONY WIIEREOF, I have Bet my hand nnd Deal to this my LAST
WILL MID TESTAMEUT conoistlng of 2.J typewritten pages, and on all
poger. oC which I hnve placed my initial] or oignatures for securlty
and identification thin ,V day oC .' ...... ~ i' ,19 ~.;.. .
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'- 0' NELLE R, PARKER
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Signed, !Jenled, published nnd doc lIr~d- lOr arid no her LAST WILL
ArlO TESTAMENT by the Tentatrix in our preDence, we all being prCDent
at the n.,me time: nnd wc, in her prenence and at her request and In
the prenence of each other, have oubocribed our names ao witnesses
whcrcoC, allan the date Innt ahove written.
Page ONE of TWO pngen
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nTATp. OF VIRGIUIA
COUNTY or PRINCE GEORGE
,',
Defore me, the undcrnlgncd authority, on thin de perooj14 Iy
npptHItI!ll D1flELLP. R. rAnKER, -;U:VI\\I.",. ",.. -T?JJc.'l~ " I,VJ L..t I.
___________, lInd ~~\.:...__\3 \\.. ....... , , known to me to be t 0
Tcntatrix and tho wltnooDCD, ronpactivbly, whoRe namon are nignod to
the forcgoing lnntrumcnt and, all of thODO personn being by me (lrnt
duly oworn, tho Tcotatrix declared to mo and to tho witnesscD In my
prcscnce that said inotrument Is hot LAST WILL AND TESTAMENT and that
she had willingly nIgned the Bamo and executed it In the presence of
onid witnoooos no hor freo and voluntary act Cor tho purpooeo theroin
expreoocd, that Gaid witncoDoO Dtoted beCore me that the foregoing
"ill wao executed and ncknowledged by the Teotatrix as her LAST WILL
AND TESTAMENT in the presence oC said witneooeo who, in her presence
and at her requent, nnd in the presence oC each other, did oubscribe
their names thereto DO atteoting witnesseD on the day of the date of
Daid Will, and that the Testatrix, at the time of the execution or
GDid lUll, wan over the Age oC 18 yearo and of Bound and diopooing
mind and memory. J.J .
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My CommlBDlon EXPlr.DI~qpt1~~
/7/05-
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No. 21-96-2))
Estate 01' Il' NEI.LE I!. PAHKEH
, Deceased
DECREE OF PROnATE AND GRANT OF LETTERS
AND NOW APRIL 9 19~. in cOII,idcration of Ihc petilion 011
thc rcvcrsc sidc hcrcof, ,atisfaelOry proof havillg beell pre,elllcd before mc,
IT IS DECREED Ihal thc inmumelll(s) datcd JANUARY 8, 1982
dcseribcd thcrcin be admilled 10 probale and filed of rccord n, Ihc last will of
D'NELLE R. PARKER
and Lellcrs TESTAMENJ'AB.Y
arc hcrcby gralllcd III
mCHAEL PARKER
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Rc.~i\lc:r nf \\'iII~
FEES
Probatc. LCllers. Etc. ..,....., S 18,00
Short Ccrtificates( 2) .,..'.,." S 6,00
9llli~n EX.TRA, PAGE, , ., S 3.00
JCP S 5.00
TOTAL _ S 32.00
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LAs'r WILL
OF
O'NELLE R, PARKER
I, O'NEI.I.E R,
WILL, revoking
menace, fraud,
and sound mind.
all
PARKER, of Virginia, declare
previous wills and codicils. I
or undue influence of any person,
th is to be my LAST
act free of duress,
I am of legal age
1. I am married to FRANK M. PARKER, JR., I have two (2) children,
namely: ANN PARKER BEALER and MICHAEL PARKER.
2. I appoint FRANK M. PARKER,
MICHAEL PARKER, substitute,
unwilling to act, or ceases to
JR., executor of my estate. I appoint
in case the executor is unable or
do so. Neither is to be bonded.
3. I direct my executor to payout of my estate my funeral expenses
and enforceable debts. To distribute my estate, I give my executor
full power to sell, lease, mortgage, reinvest, or otherwise dispose of
the assets of my estate.
4. "Children" or "child" also includes those born to me or adopted by
me after execution of my will. The phrase "dies before me" includes
dies at the same time or within 30 days of my death. Where
appropriate, words of the masculine gender shall include the feminine
and vice versa, and any reference to the singular shall include the
plural and vice versa. "Issue" means all persons who have descended
from a common ancestor, or who have been adopted by a person who has
descended from a common ancestor.
5. I give, devise, and bequeath all of my real and personal property
to FRANK M. PARKER, JR. If FRANK M. PARKER, JR., dies before me I
give, devise, and bequeath all this property in equal shares to my
children. If a child of mine dies before me then his/her share is to
be divided equally among my surviving children.
6. Except as provided in this will, I have intentionally left out any
other relative or any other person.
IN TESTIMONY WHEREOF, I have set my hand and seal to this my LAST
WILL AND TESTAMENT consisting of JI.i typewritten pages, and on all
pages of which I have placed my TnIt"ialj or signatures for; security
and identification this .f' day of . .... _ . ., ,19 6'/-
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D'NELLE R. PARKER
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Signed, sealed, published and deci'a"'red' '!:'or'lrid as her LAST WILL
AND TESTAMENT by the Testatrix in our presence, we all being present
at the same time; and we, in her presence and at her request and in
the presence of each other, have subscribed our names as witnesses
whereof, all on the date last above written.
Page ONE of TWO Pages
PURPOSE OF
NOTICE:
PAVHun:
REFUND I CR):
To fulfill the requlr...nt. of S.ctlon 21~0 of the Inh.rltanc. and E.tat. Ta. Act, Act 21 of 1995. 111 P.S.
S.ctlon 9140),
D.tach the top portion of thl. Notlc. and .ub.lt with your pay..nt to the R.gl.t.r of Will. print.d on the
r.v.r.. sid..
-- Hak. check or .oney order payable to: REGISTER OF WIllS, AGENT.
A r.fund of a taM credit, which was not reque.ted on the ta. return, .ay be r.quest.d by coepletlng an ~Appllc.tlon
for Refund of P.nnsylvania Inheritance and Estate Ta.~ CREY-IlI]). Applications are available at the Office of
the Register of Wills, any of the 2l R.venue District Offices or by calling the special 24-hour answering s.rvlce
nu.bers for for.s ordering: In P.nnsylvanla 1-800-162-l050, outside Pennsylvania and within local
Harrisburg ar.. (117) 181-8094, TOOl (111) l1l'ZZ5l (H.arlng I.palred Onlyl.
OBJECTIONS: Any party In Int.r.st not satlsfl.d with the apprals...nt, allowance or dlsallowancl of deduction. or as.ess.ent
of ta. I Including dl.count or Intlrlstl as shown on this Hotice .ay obj.ct within sl.ty (60) day. of receipt of
this Hotlce by:
--written protIst to the PA D.parteent of R.v.nuo, Board of App.als, D.pt. 281021, Harrisburg, PA 1712a-IOll, OR
--olecting to have the .att.r deterelned at the audit of tho account of the personal repre.entative, OR
--app.al to the Orphan.' Court
ADHIN-
ISTRATIYE
CORRECTIONS:
DISCOUNT:
PENAL TV:
INTERES r I
Factual .rror. dlscoverad on this assess.ent should b. addr..I.d In writing to: PA Depart.ent of Aevenu.,
Bur.w of Individual Taus, AnN: Po.t A.......nt Review Unit, DEPT. 280601, Ilarrhburg, PI 11128-0601
Phone (717) 181-6505. Sae pagl 5 of the bookl.t ~Inltructlon. for Inh.rltance Ta. R.turn for a Resid.nt
Dlc.d.nt~ (REY-1501) for an e.planatlon of adelnl.tratlvely corr.ctabl. errors.
If any taM due I. paid within thr.. (1) cal.ndar eonth. after the dec.d.nt'. d.ath, a flv. perc.nt (5~1
discount of the taM paid I. allow.d.
Thl 15~ taw a.nl.ty non-participation p.nalty I. co.puted on the total of the taw and Int.re.t as'.'lad, and not
paid b.foro January 18, 1996, the flt.t day aft.r the end of the tl. aan..ty p.rIOd. Thl. non-plrtlclpatlon
penalty is appealabl. In the sae. .ann.r and In the the sa.. tl.. p.rlod I' you would app.al thl ta. and Intere.t
that has b.en Iss'lsad a. Indicated o~ this notlc..
Inter..t I. chlrg.d beginning with flrlt dlY of dallnquency, or nln. (91 eonth. and on. (I) day
fro. the date of death, to the data of pay.ent. T.... which b.ca.. delinquent before January I, 1981
bear Inter..t at th. rat. of .1. (6~) p.rcant p.t annu. calculat.d at a dally rat. of .000164.
All ta..s which beeae. delinquent on or a't.r January I, 1982 will bear Int.r..t at a rat. which will vlry 'roe
cal.ndar y.lr to calendar y.ar with that rat. announced by the PA O.part..nt of Rev.nu.. Tho applicable
Inter..t r.te. for 1982 through 1998 ar.:
Vear Int.r..t Rat. Dally Intarest Factor V..r Int.rut Rate Dally lnt.rut Factor
1982 20~ .OD05U 1987 .% .000147
1983 16X .0DO~l8 1988-1991 11:< .000301
1984 11",( .DDUDI 1992 .% .000247
1985 U~ .DOU56 1991-1994 7% .000192
1986 In .DOOl7" 1995-1998 .% .000247
ulnterest Is calculated as folio...:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hotlc. 1.lued aft.r the ta. baeoeas dellnquant will r.flect an Intar..t calculation to flft,.n (15' day.
bayond the data of the a'lllseant. If pay.ant I. .ade aft.r the Int.r.st coeputatlon data Ihown on the
Hotlc., additional Inter..t lU.t b. calculated.
",. ,~, II ,.,
REV-1500
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.~, PENNSYlVANI,\
, u.; ..." DEPAHTMENT or HEVEllUE
." DEP! 280[,01
_~ .. IIAHHISBUHG, PA 17128 OGOI
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
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DECEDENT S NIWE 'lAST fIJ~ST AID 1,I.DiJl[ INiTiM)
SOCIAL SECURITY tJiJ!.IBER
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_~R-'~J.~.O',AI~uc_ ~l-.- - '.n________ .T!-~~URN~U~T;EF~~D~NO~:C::~THTHE
D^;; ~EA~I~\'~'O~'~RI_., .~. ::~~~_~R~ I~':~D:'[A=___,__~__~_ ______~EGISTER OF WILLS
(IF APPLICABLE) SURVNI~jG SPOUSE S ~~^I,l[ iLAST FIRST Al,jD p.1IODLE INITIAL I SOCIAL SECURITY NUI,lBER
~ Ongmal Return
o 4 lllTlltcd Eslate
D 6 Decedent Died Testate 1J,!b.-l1 ("'j:.l \','JI
D 9 l.IIgallon Proceeds Rcwlt'ed
D 3 RcmalnderReturnI111"J1oJltIVUIOI1'}e~l
[:=J 5 Federal Estate Tal Return ReqUIred
6 Tolal ~~umbcr 01 Safe Dcposlt BOles
[] 11 ElctMn IOIaI under See 9113(A){J,!\J~Sd\OI
[J 2 Supplemental Return
o ':a Future Inlerest COfTlptOmlse i J..'HJOoJ" ~~...'~ '2 '~l
o 7 Dccedent Malnt.llncd a llt'lng Trusl iJ,!t..ll c." rJ IMt,
o 10 Spousal PO'w'crty Crcdltl1.ll<! ,J.,..I."to"..~""~;)':i1....1 ~,' '/'1
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME '" , I COMPLETE MAILING ADDRESS
,.,/ "-,,fl. f~ R I< e/'L ~ n I tlf
FIRM NAME" """"" ( 0 . !> ",/- ~ ... CJ
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(If '-'17
TELEPHONE NUMBER
f/€,- ,f-{l - {"b~ r
Real Estale (Schedule A)
2 Stocks and Bonds (Sd1edule Bl
(1) .A<.1l..... ~
121 ..iTry.H':,I'
131.u~t
(4) .....J.1L 0,", e.
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3 Closely Held Corporation. Partnership or SoIe.Propneloo.hlp
4 Mor1gages & Notes Reccr'w'able (Sthedule D)
5 Cash. Bank OepoSllS & Miscellaneous Personal Property
IScI1cdulc EI
6 JOlnUy Owned Properly (Sc.hedule F)
D Scparale BlUing Requested
7. lnler,Vi~os Trans!ers & Miscellaneous Non.Probate Property
IScI1cduieGorL)
(7) JY.v", (
(6) -'Y. . t/,;
IBI~/lf(t
8 Total Gross Assets tlOlalUnes '.7)
9, Funeral Expenses & Adminislralroe Costs (Schedule HI
10 Debts 01 Decedent. Mortgage liabtll!les. & Liens (Sd1edule I)
11, Total Deductions (tolalllnes 9 & 101
191...:J. 1.=11.-
,
(101 IV" "",It
(11) 'i, '-1'"
(121 :;. q
12_ Net Value of Eslate (Line 6 minUS line 11)
13. Chantable and Govemmenlal Bequests/See 9113 Trusts lor ",hlch an eleclloo 10 la. ~as nol been
madeIScl1e<Ju~J)
(13) ,bU/V"
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14. Net Value Subject to Tax (line 12 minus lIne 1Jl
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amounl olUne 14lalabJe al ttlc spousal tax
rale. or transfers under See 9116 (a)(12)
o
x:o~ (151
10~ (161
, '2 (171
.15 IIBI
(191
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16 Amount olUne Mlalable al lineal ralc
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17 Amounl olllnc 14 lalable at Sibling talc
'8 Amount 01 lIne 141a_abk.! at (.Qnateral rate
o
19 Tn Due
200
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SlOE ANO RECHECK MATH < <
Decedent's Complete Address:
SlHl[l A~URlSS '
________lo?'LJl _ I( t/:t;t.,f/J "rt (, ~:j': ~
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C AtLL ;/1.1;.
stAll. p)
Tax Payments and Credits:
" Tax Due (Page ll,ne 19)
2, Cred,I~PaymenIS
A, Spousal Peverty Cred,t
6, Pno' Payments
C. Discount
Cl
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____,.._f}__
Tolal Cred,ts (A' 6' C I (2)
3
InlerestiPenany ,I apphcable
D, Interest
E, Penally
/.10
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4,
TotallnlcresUPenally ( D + E I
II Une 2 is greale"han Lme 1 + Une 3, enler Ihe d,fferencc Th,s is the OVERPAYMENT.
Check box on Pagel L1n. 20 10 ,equusl a ,elund
5,
If line 1 + line 3 is greater than Line 2. enter the difference. ThIs is the TAX DUE.
A. Enter the interest on the lax due
6, Ente, Ihe lolal 01 Une 5 + SA. This is Ihe 6ALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(1)
(3)
(4)
(5)
(SA)
(56)
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PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X"'N THE APPROPRIATE BLOCKS
No
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,. Did decedent make a transfer and
a. retain the use or income of the property transferred;...... ..... . ......"........ .......... ....."........ ".. .....
b. retain the righlto designate who shall use the property transferred or liS Income; ..... ...
c. retain a reversionary interest
d. receive the promise for life of either payments. benefits or care? ..... ....
2. II death occurred after December 12, 19B2, dod decedent Iransfer p,opcrty wllhin one year 01 dealh
without receiving adequate consideratIOn?
3. Did decedent own an -in lrust for- or payable upon death bank account or secunty at his or her death? ...........
4. Old decedent own an IndIvidual Retirement Account. annuity, or other non-probate property which
contains a beneficiary designation?
Yes
.0
..0
o
.0
o
.0
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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 penalbeSof perJU'Y.I declare NIl ha,e l!l~ned 1M ret~.If'\CIul:.ng aOCOfT'l;)an11l'lq sched0l1es and sta~emeflts al'd 10 !tie besl 01 my knooWdge and bel.el. II 11 Inie. conKl and complete
DKlar3I(ll'l 01 ptpParer othef than the prf\Ol'lall!pI!stnta~\1! IS ba~ on a~ ltllormatlOfl 01 'llItuch pre~art1 has al'li knQ'foltodq!
SIGNATU~N RESPONSIBLE FOR FILING RETURN
'J<I' ~
AODRESS
(.0, ,90>)-- /'fl( {JL ~f!
SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE
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ADDRESS
DATE
r.:.> ~. 1.. u/
DATE
For dates 01 death on 0' ahe, July 1, 1994 and before January " 1995,Ihe ta' ralelmposed on Ihe net value ollransfers 10 orlor Ihe use ollhe surviving spouse is 3%
172 PS, ~9116 (al (1.1) (,)).
Fo, dates 01 death on 0' after January 1. 1995, the tax 'ale ,mposed on the nel value 01 bansfers to or lor Ihe use 01 Ihe surviVing spouse is 0% (71 PS ~9116 (al (1.11 (OIl).
The slalute does not exemol a bansfe, 10 a survw,ng spouse from lax, and Ihe statulory requo,ements 10' d,scIosure 01 assets and f,hng a tax 'etum are sl,1I apphcab'e even ,I
the surviving spouse is the only benefiCiary
For dales of death on 0' afte' July 1,2000:
The tax 'ale imposed on Ihe nel value 01 translers \,om a deceased ch,ld twenly.one jears of age or young" al dealh 10 or for Ihe use of a nalu,al pa'enl an adopbve parenl,
0' a slepparenl 01 the ch,ld is 0% 172 PS ~9116(a)(1 211
The tax 'ale Imposed on Ihe net value 01 bansfers 10 0' fo' the use 01 the decedenfs hneal benefioaries 's 4 5%, e,cep\ as noled In 72 PS ~91161121171 PS ~9116(al(l))
The la, rale imposed on the net value of lransfers to 0' fo' the use 01 the decedenfs s,bhngs IS 12% (72 PS ~91161a1l1311 A S,bhng is der,ned, under Sect,on 9102, as an
individual who has at least one parent In common ,^,ttl the decedent. .....hettler by blood or adoptIon
. (. '~; Mil. 'J III
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
(Ol,lMONWf Amt Of PlHN!loYlVAU1A
INHUIlANcr fAI .nURN
RU_lpr~,! DrC!p~~_f_. .
~lea.~Prinl_ar Ty~e _
FilE NUMBER I { of ,- ., 0 L 11
ESTATE OF
O'~GI.I.'- 71.. PIJ(l./~,,-~__
~_~~l_PloP.'I~_lolnlly.own.d with th. Right 01 Survlvoflh,lp mUlt b. dlulol.d on Sch.dul. FI
ITEM
NUMBER
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fr-.
If.
to.
DESCRIPTION
_.~-_. -----------
/'/'0
l!.I cu"'''-r
OL,.r C t..71..lfrt r,,"I\->!""l
I t....;~ ~.,/
( <.J...r~ 0+ J,.(;lc-...r
,,;,I.'t Jt,....P
f'-./~ t;'i U....
~ rlv~f. 1'....', cl'Lr ~ ....n
It. 1'"{(,,v~'J (./ Ir ...,.,( 1
'L' t"- J' U~ (1'(.... ,U
1"r- tr"'.{.~,) I'J. o'd' tz.r~...J.l
/...I'r l.{l..(.b~ rJ.".r(.rr.1-~~"O
") """t\t...... &.,,+1 (~r ,~vl,)
1. foil,'" &,,~(Jcto ~~.~)
'l- /c.,..-ft...< A...Ir (rr -a. ~/., )
II ,.,.' L..., J (rt!.J-- .d" 1,]
., fp:,,' T'
(t.
"'I"IJ~-f~:" (;-J
{I'r <hU
I~.... t.t<,r,. ..~ , 0
1 1'1'" /o"-;D~'"
.r : /....... --I- t 0 ~
(
A rJ",k. J
I'.
{-{;....I: "1 J': I v.r .f'~ of ....1\1.....
(,(,YolK f U ~.. "'.,/
If J',,(,.e.r. ............/"-H..t~ ":"5 ('t',..~~ /tl-..~()
f ;--.. (lor f"~ r
.-------.--.-------..----
VALUE AT
DATE OF DEATH
(l., {"D .. "&J
ro.,",';
q(". "0
Zoo(. c> <l
(u. tJ "
t.t.r.uu
I/O. u,;
t.'. ,,"
'";fl. " 0
('0. e> G)
~ 'Lf. c) cI
/D (). tlu
I D. c)u
(r/' c) 0
6 o. c) 0
1("' D 0
riJ, v U
'1':>v. J"
6 o. (J 0
I,G. c) j)
TOTAL (1.1'0 onlor on line 5, Recapitulalion) S '1, 1 'f'
. ::." ;Jl. ;;.. .~le"h .IIT'...... ~f.'u~tt jl needed.)
\
."....,....."" ~~:>~
~tJ
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COf.lUOfIWl.Al t1i OJ PH,'iSnVAMA
'''It[RI1~E lAA Rl1\JHN
RESIDENT DECEDENT
FILE NUMBER
'l.tJ1b - 00'/...77
ESTATE OF
P~n/(.. f\..
O'AI../("
71.
Debls of decedent mUll be repo~ed en Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1,
FUNERAl EXPENSES:
V,'r." t- Crf...........rliJ...
/61'i: ,",u
t'tf.(?U
tt'" 0 I
I~' " ()
--?i 1(0. 0 ()
Urn
1)14'-"\ ( ,4 rr""".......,1 t',
Cof;'" .,f P4"{l" C.._l;.f;,...f....
(HI
B,
ADMINISTRATIVE COSTS:
Personal Representabve 5 Commissions
Name of Personal Representab'le (S) "'....l';\.f( ,a"rtfC'~
Soc~1 Securrty Number(.) I EIN Numbe' 01 Personal Rep'..enla"e(.) 0 Gb <{ () ~ '1 f
51'001 Add'''' 1'. ". iJ~ (<( ('
Crly 1'1. n '7/"1: c .'n Slale /"I () Zrp (;>1(0 ~ 1
Year(s) Commission Paid: /l/ 0 A/ 'i.
Allamey Fee. IV ~ tv (
Family ElemptlOn: (If decedent 5 address is oollhe same as claimant s. attach e1planabon)
CI~manl iLv../ ?il ~IC.€;L
,
5uoelAddr... I 0 ':/ (II 4-{ If""fl" r.l ~f'- I :,~~
Crly C 4ft /.. " r.~ ,14 Slale ,,:l/1l z,p l=l" 7
RelallonSlllpof Clamanl 10 Oecedenl fJAe-. &. H ,1;'"
A}-
1.
2.
3.
1. ro', ,,()
4,
P,ubalo Fee. r'3 'l-
3 t. .,,,
5,
Accountant 5 Fees r
6,
Tax Relum Preparers Fees e.-
7,
TOTAL (Also enter on hne 9, Roeap,lulal"") S 'f. 1. ':\' "-
(If more space is needed, insert add,tional shools of the same size)
"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/ I I
BUREAU OF INOIVIOUAL TAXES
HnlUU UHCL lAX 1I1VISIOH
DU'I. 16DbDI
ItARRISlltlNG, II" lIlla-oMI
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR OISALLOWANCE
OF OEOUCTIONS ANO ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-16-2001
PARKER
03-27-1997
21 96-0233
CUMBERLAND
101
MICHAEL PARKER
PO BOX 1411
PLATTE CITY
MO 64079
A.aunt Remitted
'-/-
v.
;/
*'
"'.1\"" ".111.111
DNELLE
R
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 ~
iiE'Y:i54"'i"E;[-AFP-ii'2:iiiii-NcifICE--oj:-YNHERIfANcE-TA'x-APPRAISEHENT-,--,H.i-owANcE-oR"--------------m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PARKER DNELLE R FILE NO. 21 96-0233 ACN 101 DATE 04-16-2001
TAX RETURN WAS: I X I ACCEPrED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Estate (Schedule AJ
2. stocks and Bonds (Schedule OJ
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hortg.ges/Notes Receivable (Schedule OJ
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule fJ
7. Transfers (Schedule G)
8. Total Assets
CHANGED
III
121
131
141
ISI
(6)
171
.00
.00
.00
.00
4.346.00
.00
.00
IDI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hlsc. Expenses (Schedule HI
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Het Value of Tax Return
13. Charitable/Governmental Bequests; Hon.elected 9113 Trusts ISchedule J)
14. Het Value of Estate Subject to Tax
If an assessment was issued previously, lines 14. IS and/or 16, 17, 18 and 19 will
reflect figures that include the total of ahh returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate CIS)
1&. AMount of Line 14 taxable at Lineal/Class A rate lib)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
C ~ S'
DATE
02-08-2001
NOTE:
NUMBER
AA477991
seD (+
INTEREST/PEN PAID 1-)
1.11-
Iql
1101
4,272.00
HOTE: To insure proper
credit to your account,
SUbMit the upper portion
of this for. with your
tax pay.ant.
4.346.00
4.?7'J nn
74.00
.00
74.00
llq):
.00
4.44
.00
.00
4.44
.00
Ill)
1121
1131
1I4)
.00 X 00 :
74.00 X 06 :
.OOXOO:
.00 X 15 :
AMOUNT PAID
7.36
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
6.25
1.81CR
.00
1. 81CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
RESERVATION:
PURPOSE Of
HOTICE:
PAYMENT:
REFUHD C CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUHT:
PENAL TV:
INTEREST:
E.t.t.. of deced.nt. dvlng on or b.for. Dec..b.r 12, 1982 -- If any future Int.r.st In the ..t.te Is tr.nsf.rred
In po.....lon or enJoye.nt to Cl.ss B Ccoll.t.rall ben.flcl.rl.. of the d.c.dent eft.r the .xplratlon of anv est at. for
llf. or for y..r., the Co..onw..lth h.r.by expr..slv reserves the right to appr.I.. and asse.s transf.r Inh.rltanc. Tax.s
at the I.wful Class 8 (collat.ral) rate on any such future Inter..t.
To fulfill the requlro..nts of Section 2140 of the Inh.rlt.nc. and Estat. Tax Act, Act 23 of 2000. (72 P.S.
S.ctlon 9140).
D.tach the top portion of thl. Notice and s~lt with your pav..nt to the R.glster of Wills printed on the r.vers. side.
uHak. check or .onev :Jrd.r payabl. to: REGISTER OF HILLS, AGENT
A r.fund of a t.x credit, which was not requested on the T.x Return, eay b. requ.sted bV co.pl.tlng an "Application
for Refund of P.nnsylvanla Inheritance and Estate T.x" (REV-131]). Applications ar. available at the Office
of the R.gl.ter of Wills, any of the 2] R.v.nu. DI.trlct Offlc.s, or by calling the spacial 24-hour
BRsw.rlng ..rvlc. for fares ordering: 1-800-3b2-2050J s.rvlces for taxpay.rs with sp.clal hearing and I or
speaking ~eds: 1-800-447-3020 Cll only).
Any party In Interest not satlsfl.d with the appralse..nt, allowanc., or disallowance of d.ductlon., or ..s.....nt
of t.x Clncludlng dl.count or Interest) as shown on thIs Natlc. QUst Object within sixty (60) days of rec.lpt of
this Notice by:
--written prat.st to the PA D.part..nt of Rev.nu., Board of App.al., D.pt. 281021, H.rrISburg, PA
.-electlon to have the ..tt.r d.t.r.ln.d at audit of the account of the p.rsonal repr.s.nt.tlv.,
--appe.1 to the Orphans' Court.
17128-1021,
OR
OR
F.ctual .rrors dlscov.r.d on this ess.s..ent should b. addre.sed In writing to: PA Depart..nt of Revenue,
Bureau of Individual T.x.., A1TN: Po.t Ass.ss.ent R.vl.w Unit, D.pt. 280601, Harrl.burg. PA 17128-0601
Phon. (717) 787-6505. Se. p.ge 5 of the booklet "Instructions for Inh.rltanc. lax Return for a Re.ld.nt
Decedent" CREV-IS01) for an .xplanatlon of ad.lnlstratlv.lY corr.ctable .rrors.
If any tax due Is paid within thr.. (3) cal.ndar eonth. aft.r the d.cedent's death, a flv. p.rc.nt (5~) discount of
tho tax paid Is .llowed.
lh. 15~ tax aen.sty non-participation penalty Is co.put.d on th. total of the tax end Int.rest .s.....d, and not
paid before January 18, 1996, the first dav aft.r the end of the t.x een..ty period. lhls non-p.rtlclpatlon
penalty Is appealable In the .~. .anner .nd In the the sa.. tl.. period as you would appe.l the tax .nd Int.rest
that has been .ssess.d as Indicated on this notice.
Int.r.st Is charged b.ginnlng with first day of delinquency, or nine e91 eonths and on. CII dav froe the date of
d.ath, to the date of pay.ent. laxes which beea.. d.llnquent bolore January I, 1982 bear Inter.st .t the rate of
six C6~1 perc.nt p.r annue calculat.d at b dally rat. of .000164. All t.xes which b.ea.. dellnquont on and .ft.r
January I, 1982 will bear Interest at a rnto which will vary fro. calondar year to calend.r year with that rat.
announc.d by the PA Depart.ent of Rev.nuB. Th. applicable Interest rates for 198Z through 2001 ar.:
Vear lntenst Rate Dalh Interest ractor Vear 1nt.r.st Rate Dnih Inhrnt Factor
1982 20Z .000548 199i' 9~ .000247
1983 l.~ .000438 1993-IIJ94 ,. .000192
19114 IIZ .000301 IIJ95-II)'JI'J OX .000247
19115 13l .00035& 1999 n .00019Z
198b lU~ .000214 1000 .~ .000219
1987 9~ ,000247 ZOO) 9~ .000147
1988-1991 Il~ .000301
--Int.nst I. calcul.ted a. follows:
IHrEREST = BALAHCE OF TAX UHPAID X HUnBER OF DAYS DELIHQUEHT X DAILY IHTEREST FACTOR
--Anv Notice I..ued after tho tax beco.es d.llnquent will refloct en interost calculation to flfte.n 11~1 days
beyond tho date of tho a.,oss..nt. If pay.ont 15 .ade nfter Ihp Inlorosl coeputation date shown on tho
Notice, additional lnlerost .ust bo enlculnted.