HomeMy WebLinkAbout95-015521-g5~b~55
This is to certify that the certificate hereunto attached is a true and accurate copy of the original
death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is
subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital
Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed
and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L.
304.
AUG 1 ~ 2pp~ ?
Date Franc ~eropoli, ' ect
Division of Vital Records
P.O. Box 1528
New Castle, PA 16103
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vERrANEnr NAME
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COMMONW EALTN OF PENNSYLNtN1A • DEPARTMENT OF HEALTH • VITAL RECORDS G ~ A
CERTIFlCATE OF DEATH `F
K .....~..•...e.,..e.a.W..~r, - sEx a1/,trN J~ _ 1509 oaEOFOEaN~w~n.aK~+.,
,. Henry .tames Young ~~~
~Fc br uar !! 1995
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GIaTRAR'S SIDNAYURE AND NUMBER
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' INHERITANCE TAX RETURN
COMMONWEALTH OFPENNSYLVANw
DEPARTMENT OF REVENUE RESIDENT DECEDENT
DEPT. 26060,
HARRISBURG, PA 17128-0607 (TO BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
~ DECEDENTS NAME (UST, FIRST, AND MIDDLE INITIAL)
w Young, Henry J.
Q
W SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH
t
i 172-32-1509 2/11/95 2/16/08
W
D SURVn/ING SPOUSE'S NAME (IF APPLICABLq SOCIAL SECURITY NUMBER
FOR DATES OF DEATH AFTER 12J31/91 CHECK
HERE IF A SPOUSAL
POVERTY CREDrr IS CLAIMED ^
FILE NUMBER
21-95-0155
DECEDENTS COMPLETE ADDRESS
1000 West South Street
Carlisle, PA 17013
coamr 21-95-0155
nmuvn ~ ntc;tlVED (SEE INSTRUCTIONS)
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XD 1. Original Return ~ 2. Supplemental Return ~
~ 4. Limited Estate 0
~ 4a. Future Interest Compromise 0
~ (for dates of death aEer 12-12-82)
X~ 6. Decedent died Testate Q 7. Decedent Maintained a Living Trust
Attach co of Wil
_..__ ................. co
ttac f trus
..__..._._.._.._ m: °F'~ '3eFSic'ae-.:_9£'a=-~-F._-e2iB=3~!!L'+~'c~P3! h-p~c
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NAME COMPLETE MAILING ADDRESS
David W. Maclvor CFP Farmers Trust Company '
TELEPHONE NUMBER Trust Department -_
717-243-3212 P.O. Box 220
Carlisle PA 17013 0.00
3. Remainder Return
(for dates prior to 12-12-82)
5. Federal Estate Tax
Return Required
Total mb
o
a slt
0
B~
.: __:_nr ~. 3 :._.:: ~.: -..~:o:
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1. Real Estate (Schedule A) (1) None - ~
-
2. Stocks and Bonds (Schedule B) (2) 105,844.45
~ - _ _
__
~~
3. Closely Held StocWPartnershi Interost Schedule C
p ( ) (3) None r-.~
4. Mortgages and Notes Receivable (Schedule D) (4) None
~ 5. Cash, Bank Deposits d< Miscellaneous Personal Property (5) 32,318.55
~ (Schedule E)
6. Jointly Owned Property (Schedule D (6) None
I.. 7. Transfers (Schedule G) (Schedule L) (7) None
a
a 8. Total Gross Assets (total lines 1-~
W
9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 10 175.01 (8) 138,163.00
~ Expenses (Schedule H)
10. Debts Mortgage Liabilities, Liens (Schedule ~ (10) 4,617.20
11. Total Deductions (total lines 9 ~ 10)
12. Net Value of Estate (line 8 minus line 11) (11) 14,792 21
(12) 123,370.79
13. Charftable and Governmental Bequests (Schedule J)
14. Net Value Subject to Tax (tine 12 minus line 13) (13) 5,000.00
(14) 1 18,370.79
15. Spousal Transfer (for dates after 6-30-94)
See Instructions for Applicable Percent on Reverse (15) 0.00
Side. (Include values from Schedule K or Schedule M.) X 0.03 = 0.00
Z
0 16. Amount of line 14 taxable a 6% rate (16) 0.00
(Include values from Schedule K or Schedule M) X .06 = 0.00
a
(.., 17. Amount of line 14 taxable at 15 % rate (17) 1 18 370.79
(Include values from Schedule K or Schedule M) X .15 =
17 755.62
a 18. Principal tax due (Add tax from line 15, 16 and from line 17)
~
19. Credks Spousal Poverty Credit Prior Payments Discount Interest (18) 17.755 62
v 0.00 + 16,000.00 + 842.11 - 0.00
20. H line 19 is greater than line 18
t
h (19) __ 16 842.11
, en
er t
e difference online 20. This is the OVERPAYMENT
~^ .. (20)
21. H line 18 is greater than line 19, enter the difference online 21. This is the TAX DUE. (21) 913
51
A. Enter the interest on the balance due on line 21 A. (21 A) .
0
00
B. Enter the total of line 21 and 21 A on line 21 B. This is the BALANCE DUE. (21 B) .
913
51
Make Check Payable to: Register of tfrlis_ Aaent .
- _____.__..__._.._.._....~..,....~..::~,e:n~~:~~.mxe~a~~.r-~.y.._'!~i-;_~.; =':i==31!~!~9S:x_
it is true, correct and complete. I declare that all real restate has been reported t truerrrma ketnvalueaDuectaration of prepareraother than personal) yep errseMative s belief,
base n all information of which re arer has an knowled e.
SI NA QF S~PO~y~/S.~IBLE FO/R FILING RETURN ADDRESS
~~ '^' "/ ~„~ ~~ Date
David W. Maclvor, CFP 9~
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS
Date
s
Act #48 of 1994 provides for the reduction of the tax rates imposed on the net val ue of transfers to orfor
the use of the spouse. The rates prescribed by the statute will be:
3% (.03) will be applicable for the estates of decedent's dying on or after 7/1/94 and before 1/1/96
2% (.02) will be applicable for the estates of decedent's dying on or after 1/1/96 and before 1/1/97
1 % (.01) will be applicable for the estates of decedent's dying on or after 1 /1 /97 and before 1 /1/98
Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (X) IN THE IN THE APPROPRITATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred .......................
............................................... X
b. retain the right to designate who shall use the property transferred or its income ....................... X
c. retain a reversionary interest or ...........................................
........................................................... X
d. receive the promise for life of either payments, benefits or care? ............................
..................... X
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration ? ........................................................
................... X
3. Did decedent own an 'intrust for' bank account at his or her death? ............................................. X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THIS RETURN.
' COMMONV~AL7H OF PENNSYLVANIA
INNEfVrANCE TAX FETURN
FESIOENT DECEUENi
Henry J. Yo
~intly-owned
NUM
SCHEDULE B
STOCKS AND BONDS
must be disclosed on Schedule
FILE NUMBER
21-95-0155
1. 300 shs AT&T Company, NYSE, DOD/sh $52.25
2. 400 shs Bell Atlantic Corp, NYSE, DOD/sh $53.59
3. 200 shs BellSouth Corp, NYSE, DOD/sh $59.16
4..400 shs NYNEX Corp, NYSE, DOD/sh $38.31
5. 800 shs PP~L Resources Inc, NYSE, DOD/sh $20.31
6. 25M par US Treasury Notes 6.5% 9/30/96
7. Interest to DOD, Item 6
VALUE AT DATE
15,675.00
21,437.50
11,831.25
15,325.00
16,250.00
24,734.38
591.32
Total also enter on line 2, reca itulation
(H more space is needed, insert addkional sheets of same size)
COMMONWEALTH OF PENNSYLVANIq
~ INHERfrANCE TA7( fETURN
re81DENr DECEDENT
ESTATE OF
Henry J. Young
(All property jointly-owned with
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
NUM
ht of Survivorship must be disclosed on
1. Cash
2. Green Acres Nursing Home, 1 /3 balance resident account Florence Young
3. Income Cash, Farmers Trust Company Agent Account
4. Principal Cash, Farmers Trust Company Agent Account
5. HARP, Benefit Payment
6. Checking Account, Farmers Trllst Company
7. Interest to DOD, Item 6
8. Pension Check, Dickinson College
9. Ewing Brothers Funeral Home, refund Minister's fee
10. IRS, 1994 Tax Refund
FILE NUMBER
21-95-0155
VALUE AT
DATE OF DEATH
80.00
651.99
15, 297.30
14,165.15
46.48
750.55
0.08
360.00
100.00
867.00
Total also enter on line 4, reca kulation
(H more space is needed, insert additional sheets of same size)
con+MONwEIU.~+oFrENNSr~vaNw SCHEDULE H
INFERRANCE TAXfEiURN FUNERAL EXPENSES,
~8'~Nr~~~M ADMINISTRATIVE COSTS AND
MISC L N OU ENSES Please T e or P 'nt
ESTATE OF
Hen J. Youn FILE NUMBER
ITEM DESCRIPTION 21-95-0155
NUMBER AMOUNT
A- Funeral Expenses
1. Ewing Brothers Funeral Home 203.74
I
B• Administrative Costs : Farmers Trust Company
1. Personal Representative Commissions 6,908.15
Social Security Number of Personal Representative:
Year Commissions paid _
2. Attorney Fees Flower, Morgenthal, Flower ~ Lindsay 2,500.00
3. Family Exemption
Claimant Relationship
Address of Claimant at decedent's death
Street Address
COY state 0.00
4. Probate Fees Register of Wills, Letters Testamentary 261.00
C• I Miscellaneous Expenses:
1. Cumberland Law Journal, advertising Letters Testamentary 40.00
2. The Sentinel, advertising Letters Testamentary 6212
3. Miscellaneous Filing & Closing Costs 200.00
~ ota~ (also enter on line 9 recapkulation) ~- 10,1
(If more space ~s needed, insert addttional sheets of same size)
` ~a10NWE~~T/OFPENNBYLVANIA SCHEDULE
~N~~~ET,~~,,,~, DEBTS OF DECEDENT
~$'oE~oE~oE~r MORTGAGE LIABILITIES AND LIENS
Henry J Young FILE NUMBER
21 95 0155 _
ITEM DESCRIPTION
NUMBER AMOUNT
1. Care Apothecary, prescriptions 1,130.03
2. Sarah Q Todd Memorial Home, room & board
3. Darlene L. Moyer Tax Collector, balance due 3,148.25
4. Carlisle Hospital, balance due 9.90
5. PA Department of Revenue balance due 1994 Personal Income Tax 164.54
6. Walnut Bottom Radiolo 134.00
gy, alance due
30.48
//
Total also enter on line ~ o reca itulation 4,617.20
(If more space is needed, insert additional sheets of same size)
' COMM°NWEAl7H OFPENNSYWANIq
INNERfTANCE TAX NENRN
1681°ENr nECE°Errr
ESTATE OF
Henry J. Young
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
FILE NUMBER
21-95-0155
RELATIONSHIP
Brother
Sister
Niece
A. Taxable Bequests:
1 ~ Farmers T t C
SCHEDULE J
BENEFICIARIES
rus ompany, Trustee FBO
Robert A. Young & Margaret L. Young, Life Tenants
Jane F. Thornton, Remainderman
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental Bequests:
1 ~ St. John's Episcopal Church
P.O. Box 612
Carlisle, PA 17013
-- ~+~va+co IJ Hlso enter on line 13, Roca itulatlon
(If more space is needed, insert additional sheets os same size)
AMOUNT OR
SHARE OF ESTATE
100%
AMOUNT OR
SHARE OF ESTATE
5, 000.00
c:1wp51\willa\young.hca filc J/ 2674-01
LAST WILL AND TESTAMENT
OF
HENRY J. YOUNG
I, HENRY J. YOUNG, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament, and hereby revoke any and
all Wills by me at any time previously made.
FIRST: I give and bequeath the sum of Five Thousand ($5,000.00) Dollars
to Saint John's Episcopal Church of Carlisle, Pennsylvania.
SECOND: I give, devise and bequeath all the rest, residue and remainder of my
estate, real, personal and mixed, whatsoever and wheresoever situate, to FARMERS
TRUST COMPANY, of Carlisle, Pennsylvania, IN TRUST NEVERTHELESS for the
following uses and purposes:
A. To invest and reinvest the~rincipal and pay all of the income in equal
shares, not less often than quarterly, to or~or~`ffie~enefiit`of-rnv-b~roth~er--~~'
ROBERT A. YOUNG, and my sister, MARGARET L. YOUNG, in egu~.L_
payments, both now of 28 Franklin Street, York, Pennsylvania, as long as
they may live, and upon the death of the first, to pay all of the income to the
survivor for his/her lifetime. In the sole and absolute discretion of the
Trustee, the income hereinbefore mentioned may be applied directly to or
for the benefit of either or both of the beneficiaries hereinbefore named for
their proper support, maintenance, care and other expenses incidental to
their well-being.
The hereinbefore mentioned trust income shall be free from
anticipation, assignment, pledge or obligation of the beneficiaries, or any of
them, and shall not be subject to any execution, attachment, levy or
sequestration, or other claims of creditors of either of said beneficiaries.
initials
c:\wp51\wills\young.hen filc k 2674-01
B. Upon the deaths of the last of the hereinbefore named beneficiaries,
the Trustee is directed to terminate the trust and distribute all of the
principal and any accumulated income to my niece, JANE THORNTON, of
Forest Hills, New York. In the event that my niece, JANE THORNTON,
does not survive my brother or sister named in the foregoing Sub-
paragraph A, then in that event distribution of the aforementioned principal
and accumulated income shall be distributed in equal shares, share and
share alike, to her children. In the event that neither my niece, JANE
THORNTON, nor any of her children survive my brother and sister
aforementioned in Sub-paragraph A, then the entire balance of the principal
together with any accumulated income shall be distributed to the
CUMBERLAND COUNTY HISTORICAL SOCIETY, of Carlisle,
Pennsylvania.
THIRD. I hereby nominate, constitute and appoint FARMERS TRUST
COMPANY to be the Executor of this my Last Will and Testament. No personal
representative shall be required to file bond in this or any other jurisdiction.
IN~ ITNESS WHEREOF, I hereunto set my hand and seal this~~ f~
daY ~ , 1994.
~",.'
ry J. Young
2 initials
SIGNED, SEALED, PUBLISHED and
c:\wp51\wi0s\young.hen file X2674-01
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
. ss.
I, HENRY J. YOUNG, 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 wittingly; 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 HENRY J. YOUNG, Testator, this
f day of ~- ~. , 1994.
r
ry .Young, Testator
Nota
P10TARlAL SEAL
TERESA J. 8i1RKHOLOER, ~btay Punic
CariiSii', Cumlx~rland county, Fa.
Niy Co~~~=fission Expsres Feb. t2,1996
3 initials
c:\wp511wills\yoiuig.hen file k2674-O1
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
We, ~L~?[-.~ ~ ~~~ ~~ ~ and ~~.y7~ ~~ ,~iz~~/-=~-,o /l ,the
witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw Testator,
HENRY J. YOUNG, sign and execute the instrument as his Last Will; that he signed
willingly and that he executed it as his free and voluntary act for the purposes therein
expressed; that each of us in the sight of the Testator signed the Will as witnesses; and
that to the best of our knowledge the Testator was at that time 18 or more years of age,
of sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by ~ i~ . y,,~~
and .~mc-7-~~/ hl~c ~~~ ,witnesses, this c3,da of
Y , 1994.
Witness
Wi Hess
ary~u
AlQTAR Lis
TER~Sk J. S1!RKNQ(DER, ~b±~;~~ pub~'ic
Ca-;isle, Cumberland County, P~.
~"y Commission ~~ires Feb. t 2, t 98~
4 initials