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HomeMy WebLinkAbout95-0262~,~-q5- v2~z ~~. N106.1u Hw. 1187 rrrEl-I,wr w PERMANENT OOJICK EN( it ~i w ~. 2 0 U w D O 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. Date AUG 1 +6 200T r? • Fran eropoli, ' ect Division of Vital Records P.O. Box 1528 New Castle, PA 16103 COMMONWEALTH OF PENNSYLIMNIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH X25904 Qa ~ ~~ NAME OF DEDEpp(, ~Fyd MiOSa, Laap SEx soaA~sECUlm NUdeEn DREDFDERNddad,. D.v.'Arn +• Flo d M. Evelhoch >. ~ 174 -05 - 0749 .. Nlg(+~i ~ I IggS ADE L deW O ~ a l a,q UIIDeO, rEAR u,nER, Dr DREaswm, ~~~ar••a .u«orDEraupwe«~wn»-,r.rmrm.a~d~..a., NanYla = o.,. Ndaa ~ 1raAr INbad. Daft Md, srr«Far.~cu.r» NosPla~ 81 ~~ W. Pennsboro Irodrr~ EMdprra ^ oa ^ ,ate ^ R,.~d.s ^ ~, ^ ' ept.6,1913 , . colArtvaPDERN an rrIPOFDERN prrlwrl0on. yra and rrlnnoOr MNB DEDEDFNf OPNIBMNID ORgN17 RACE-AwaAlrnber.9lrk,NYM. MC. 'S°'d ' 1 ° ~ ~ ' ~;.~'~'°~.. . j h ~ 1 auyCun ~~ ~Dievt~ X11-tEfL ~,..~ ,.. ocrA,vv1DN IDNDOrEUSNESSIwolnrar ,wDEDEDEN,EVENw oECEDENrseDUCRnN wwa~soaus•rrre law.rne .orh dmr nw u.s A7MEDF011CE!(7 3,AMrNPIfi SP'DWE ~ n.r.ora•rd.lndr~d EMmwtlryl8rrd. 6 b "~a ~ S a~`~s F'~'a a oa we .e r r t gine r C t Mf "'~ "°^ m'a . + n . rs+l ,. P 8 • ,: ,,. Widowed , oEteDENra DI,+E+•rL sr. aPCodd +a 338 "G" Street REeIDENCE ,7asr PA ad ,,,,.^ n,.,r.,,,w„r,ti ~ a.re d l Carlisle PA 17013 d~ ~ M ++ ~~ , l ~~ Cumberland b •• P'+ „~ ~~ Cs,rli 1 . P/E,+ER•s NAMEIgd war, Lrq N071ER'9 NAOOE IFrd. NWSa, daidr sunraai Emerson Evelhoch ~~ wFOI1WwPS~w~[RSa~V wcalrwrs NIIEIND ISa.It DA/<nser..2b Cade F. Emerson Ev NEnaooF DREOrD1~smDN n~cE orrlr^ a :~°n"'•°"^ """""'"°^s'w^ °"""" aO1AifP"'0• Cumberland Valley ^ ~ March 24, 1995 ,•, Memorial Gardens :,,, ~ _ oR Nud.ER """EA1OA00"n'°OF`"~"'^' Hoffman-Roth Funeral Home OwaPMO Mra33aeanMMlaA wW,My wrer~~ Aw. arnau.•wer ardor. e.r aneawn ar.s. PA,•r+w r Irl waiOY r IYaa d haM r •rdyulydhaOL DaA Mao ~~~rrhWardh t)F DERV PRDNOUNCED DEAD(MnN. Da%Mu) NA5CA9E REFEHRED,D MEDICAL ENANINEIYCORDNEq} a =~ ~. g~~ - 1445 M.^ NaC3~ 37.MRfh Errdr dWw•, Y~ryar wTpN'yb1r•,doA nlrM tlr haM.D•nddlrfdr~oh ddyYy,wtllrrrhear raapYdry rod. alwtrdwl M•a d0lRmddnihlamdlrOrpbdaMLOM UIl rl,arcrarra•dl Onw rAryr•aYa„a MRf O: Ollr E~NTE CAIA3E (Fnd i ~~, ad wd~4q bOr radrl,YydrayrrbPARi1. 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COMfIA~11CMck arY, arrW 'C61fIPYw01 w1Yt100N(Pl.yacwt^mnM^9cwr dOadh d.n arwMw MNKwfusPUna •W OrdiweomddaO11em 43) T• M Md d r N1D i1T OF ER a„ r•MdP• daaM aerwrad Or b dra rryq aM mrnrr r da1M .......................................... ........... /.y,/f 1 'P110NOI1NCwDAND Ce1TiYANi PM1'SICIAN d~nv>ar oar, «uNra ncausad OUT) Ta tlM wdrr, On•r•d0•. daatll aeelrrM d ma tlar Oala aM and O ~•r b M ~ ~~~PI .DM. Marl / ~/ " , , w P . ~•r•IN rrdrwr.rw,w .......................... (J !J 3/a 316 fI 5 'tlEO1CAL EXAYIIIEPoCOpD1,ER On,M OraN W•a M b D SS OFPEii50NwN000LIPLETEV aF 27) 7rya d Pdnt a SrY .Y1p ~~~ ~ JI, rn r naMlr Mr •++~'Iton'Mr,uWnwn.ae.lno«umdrnr nm.. d.e•. andWk.. anddwmm. uuaNsl.nd I~wwrrabtw . - .................. ^ ................................................................. 3, tT 9:3 a. 2 i f~ ..... ~jRM RE ssIDNRUneAyuo-u~reEn 37. ~~n . ~~ ~n off/ l ~- ~ ` ` S/~ k~ r~4 o I DRE FILED (Mmm. DaY. Mvl } > ~ Jr. ~~~~~~ ' REV- 1500EX; n-94) ' INHERITANCE TAX RETURN FOR DATES OF DEATH AFTER 12131!91 CHECK HERE P f~ OVERTY CREDITISCLAIMED I I RESIDENT DECEDENT FILE NUMBER coMlulpNyyEALTH OF P~jJNSY,41/ANIA DEPART M E NT O F R tVENUuEt (TO BE FILED IN DUPLICATE 21 95 - 0262 pp p ~ p ~ g HARRISBURG, P A7128-0601 WITH REGISTER OF WILLS . COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS E EVELHOCH,''r'LOYD M. 338 G Street C SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Carlisle , PA 17013 p 174-05-0749 03/19/95 09/06/13 E N County Cumberland T (IF APPLICABLE) SURVIVING SPOUSE' AME (LAST,FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) A B X 1. Original Return 2. Supplemental Return 3. Remainder Return E P OL 4. Limited Estate 4a. Future Interest Compromise (for dates of death prior to 12-13-82 R C ( QX 6 D d (for dates of death after 12-12-82) ~ 5. Federal Estate Tax Return Required P S . ece ent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach a copy of Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: R N NAME COMPLETE MAILING ADDRESS E E Edward E. Guido, Es Saidis, Guido Shuff & Masland S N TELEPHONE NUMBER , 26 West High Stz~$t :x T 717 243-6222 Carl e PA 17633 r. neap cs~aie tacneaule Af (1) / 65, 095.87 2. Stocks and Bonds (Schedule B) ~- - 3. Closely Held Stock/Partnership Interest (Schedule C) (3} 4. Mortgages and Notes Receivable (Schedule D) (4) - E 5. Cash, Bank Deposits & Miscellaneous Personal Property {Sch. E) ~, 119 , 480.3 9 C A 6. Jointly Owned Property (Schedule F) (8) p 7. Transfers (Schedule G) (Schedule L) (7) '- --- T 8. Total Gross Assets (total Lines 1-7) ~,~--- (8) ~ 184 576.26 U L 9. Funeral Expenses, Administrative Costs, Miscellaneous (~}--''~ 13 ,193.56 " _ , T e/ Expenses (Schedule H) ~,.--' I 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10 811.55 O N 11. Total Deductions (total Lines 9 8, 10) (11) 14, 005.11 ~ 12. Net Value of Estate (Line 8 minus Line 11) (12) 170, 571.15 13. Charitable and Governmental Bequests (Schedule J) ~\ (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) {14) 170, 571.15 15. Spousal Transfers (for dates of death after 6-30-94) See Instructions for Applicable Percentage on page 2. (15) 0. 00 X = 0 00 (Include values from Schedule K or Schedule M.) . ~ 16. Amount of Line 14 taxable at 6% rate ~°'~~~ (16) 170,571.15 - 10,234.27 (Include values from Schedule K or Schedule M.) T A 17. Amount of Line 14 taxable at 15% rate (17) 0.00 X .15 = 0 00 X (Include values from Schedule K or Schedule M.) . CO 18. Principal tax due (Add tax from Line 15, 16 and 17.) (18) 10 , 234.27 M 19. Credits/Sp Poverty Prior Payments Discount Interest P u + 7,500.00 + 394.74 - (19) 7 894.74 A Z0. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. , (20) 0 00 T ~ ® Check here if yyou are requestin a refund o. your ove tnent: . 1 O 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21) 2 339.53 N A. Enter the interest on the balance due on Line 21A. , (21A) 0 00 B. Enter the total of Line 21 and 21A on Line 216. This is the BALANCE DUE. . (21B) 2 , 339.53 Make Check Pa able to: R ister of Wills, A ant - - BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~ Under penalties of perjury, I declare t at I have exam ned this return, Including accomparrying schedu es and statements, and to the best of my knowledge and belief, it is true, correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowled e g . SIGNAT URE OF PERSON RESPONSIBLE FOR FILING RETURN Emerson Evelhoch -,r, ~ ^ ~ 1004 Pheasant__ Drive North ,~ r / --- ~. r: ~,~ ~1,;'~./1 ~`'/~~;.% Carlisle, PA 17013 ------------------ ~ / / -------- DATE ~ jo aiunAluHEOF~FS~F ARER~THERTHANREPRESENTATIVE Saidis GUldO Shuff & M 1 d Copyright (c) 1994 form software , as an 26 West Hi~h_Street- ---------- ---------------------------- Carlisle, PA 17013 ~.r ov~wms. inc. DATE rfa (of ~.) Fnrm~ IRPV 7_q4~ Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: •3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 •2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1!97 •1% (.01) will be applicable for estates of decedents dying on or after 111/97 and before 1/1/98 •Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING 4UESTIONS BY PLACING A MARK (~ IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, . .. }( b. retain the right to designate who shall use the property transferred or its income, X c. retain a reversionary interest; or . . d. receive the promise for life of either payments, benefks or care?. ~{ 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? 3. Did decedent own an 'in trust for' bank account at his or her death? ~{ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. REV - 1502 EX + (12-85) ' COMINRES~DENTD7ECEDENT NANIA SCHEDULE A ~~~ Ferm 1500 Schedule A fRev. 12-851 ESTATE OF FILE NUMBER FLOYD M. EVELHOCH SS~~ 174-OS-0749 03/19/95 2195 0262 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to f REV - 1508 EX + (2-a7) SCHEDULE E CASH, BANK DEPOSITS AND COM IKO~{N REA+LTFiIbTF PENNSy_LN ANIA MISCELLANEOUS R~•sIb/Et+NtF ,1~fj„F.~Jll,li Nr c~.cu PERSONAL PROPERTY Please Print or T e ESTATE OF FILE NUMBER FLOYD M. EVELHOCH SS~~ 174-OS-0749 03/19/95 2195-0262 (All property 'ointly-owned with Ri ht of Survivorship must be disclosed on Schedule F} ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 AARP refund 149.50 2 Farmers Trust Money Market Account ~~ 3-97433 5,339.86 3 Farmers Trust Checking Account ~~ 4-11590 1,556.29 4 Farmers Trust Certificate of Deposit 103451 84 138.18 5 Farmers Trust Certificate of Deposit 107811 11 747.27 6 Farmers Trust Certificate of Deposit 109719 12,964.60 7 Newsweek - refund 8 Patriot-News Co. - refund 70.18 9 Agway Petroleum - refund 18.00 220 07 10 27" Zenith TV . 11 Roto-Tiller 250.00 12 Box Spring and Mattress 200.00 13 Harleysville Insurance - refund 10.00 30 00 14 Agway - refund . 15 Dishes 76.44 16 19085 Chevrolet Celebrity 10.00 17 Miscellaneous Personal Property 1,200.00 1,500.00 TOTAL (Also enter on line 5 ~naacn aaamonal t3 U1 x 77~~ sheets if more space is needed.) Copyright (c) 1994 form software only CPSystems, Inc. _~S 19,480.39 Form 1500 Schedule E (Rev. 2-87) REV - 7571 EX ± (7-88) ~ SCHEDULE H FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND IN~~s~b'~"~r~bTi`:°~~~'iR" MISCELLANEOUS EXPENSES Please Print or T e ESTATE OF FILE NUMBER 2195-0262 FLOYD M. EVELHOCH SS~~ 174-05-0749 03 19 95 ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: 1 Hoffman-Roth Funeral Home 4,933.00 2 St. Paul's Lutheran Church - alter flowers 15.00 B: Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees Saidis, Guido, Shuff & Masland 3. ~ Family Exemption Claimant Address of Claimant at decedent's death Street Address City 4. Probate Fees Register of Wills State Zip Code 255.00 C• Miscellaneous Expenses: 1 The Sentinel - legal ads 2 Patriot-News Co. - legal ads 3 Register of Wills - filing fees 4 Reserved for future debts and expenses TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of same Coovriahtld l9gd s,,..,,~s'..,~.e ,,..h, cpC..~fo,..e i,,,- Relationship 7,500.00 75.56 40.00 25.00 350.00 IS ;-' 13,193.56 Cw•n+ ~snn C~I.di„la W /Rs., 7_AA1 REV - 7512 EX a (1-93) SCHEDULEI COM INHERITANCE T~ RETURN ANIA DEBTS OF DECEDENT, RESIDENT DECEDENT MORTGAGE LIABILITIES AND LIENS Please Print of T e ESTATE OF FILE NUMBER 2195-0262 FLOYD M. EVELHOCH SS~~ 174-05-0749 03/19/95 ITEM NUMBER DESCRIPTION AMOUNT 1 George's Flowers 163.24 2 Harleysville Insurance 3 United of PA 72.00 4 Borough of Carlisle 33.19 5 United of PA 18.94 6 Borough of Carlisle 56.84 7 PP&L 11.82 8 Borough of Carlisle 59.00 9 Agway 11.82 10 Agway 75.74 11 Borough of Carlisle 76.44 12 PP&L 11.82 13 United of PA 21.16 14 Shevlin's Maintenance Service 13.35 121 90 15 PP&L . 16 United of PA 27 84 17 United of PA 23 27 13.18 TOTAL (Also enter on line 10, Recapitulation) ; 811 .55 (If more space is needed, insert addkional sheets of same size.) (:nnvrinht lrl tooe s....,, ..-c....___ --.. nec.....-~_ '" _. _ _ _. _ REV - 1513 EX + (2-87) COM IN RES~~ENT DTFECEDErNT N ANIA SCHEDULE) ~ENEFICIAFIIE ~ 1ATE OF FLOYD M. EVEI.HOCH SS~~ 174-05-0749 03 19 95 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY A. Taxable Bequests: 1 F. Emerson Evelhoch 1004 Pheasant Drive North Carlisle, PA 17013 2195-0262 RELATIONSHIP AMOUNT OR SHARE OF ESTATE Son ~ 1009; of residue - •-- ----•- -r~--~ ~~ ~~a~..cu, mxn aaaicrona~ sneeze OT SarY1e 52e.) ~ttst mill ttn~ ~rstttmpnt I, FLOYD M. EVELHOCH, of the Borough of Cailisle, Cumberland County, Pennsylvania, declare this to be my last will and testament and revoke all wills which I have previously made. I - I give, devise and bequeath my entire estate, real and personal, unto my wife, Louise P. Evelhoch, absolutely and in fee simple if she shall survive me. II - If my wife, Louise P. Evelhoch, fails to survive me, I give, devise and bequeath my entire estate, real and personal, unto my issue per stirpes, absolutely and in fee simple. III - If neither my wife nor any issue shall survive me, I direct my executor to convert into cash and sell at either publ or private sale all real and personal property which forms a part of my estate, and to add the proceeds thereof to my residuary estate which I give and bequeath one-half thereof to my next of kin and one- half thereof to my wife's next of kin as determined ~by the Intestate Laws of Pennsylvania in effect at the time of my decease. IV - I appoint my wife, Louise P. Evel]och, as executri: of this will. If for any reason she shall fail to qualify or cease to act as such during the administration of my estate I appoint my son, F. Emerson Evelhoch, as substituted executor; i.f for any reason lie shall fail to qualify or cease to act as such during the adminis- tration of my estate, I appoint Farmers Trust Company as aiternate °xecutor. IN WITNESS WHEREOF, I have hereunto set my hand and seal .his 2 9~ day of Q.~~-P,.~ 1976. (SEAL signed, sealed, published and declared ~y Floyd M. Evelhoch, testator above named, is and for his last will and testament, '~ Britten on one sheet of paper, in our presence, who, in his presence, at his •equest, and in the presence of each ether have hereunto subscribed our names s attesting witnesses: I ~-a/ `j / I I 1 c