HomeMy WebLinkAbout95-0329~, n ~/
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 16 200T
Date
H105 tk Rw. ,/9,
TYPE/PRN1T
n~
PERMANENT
BLACIL EIK
~1
is
i
z
~ f
Fran eropoli, ct
Division of Vital Records
P.O. Box 1528
New Castle, PA 16103
COMMONWEALTH OF PENNSYWANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
u36894
NNAE OF DECEDENT (Far, MEfls, LaY) SEX SOCIAL 9ECUMVNUMBER DATE OF DEATN IM•M.Ory, Yssr)
,. Donald R Myera ~ Male. a 174 20 4141 .. April 18, 1995
NiE B.w BtradsY) UNDER,YENI UNDER,DM DATE OF BIR,N BEiT1ilACE pTYW PLACE OF DERN~Cks ck aay ar-wnme;brNmoawr ada)
ManSr Drys Nan MInW PamP,Dry. Yaer) SNeea F«rpiCaurar,9 IIOSPfD1L: .
Aug. 19, ppe~ Fra~kford aw.Ih•I ^ ERXAaprha ^ DDA ^ INbu
75 m
~ ^ R
i
6Q
^
.
nN
ea
OMice
f3oec+T)
.. 1919 T. wp , a ,,,
COUMYOF OFRH OF DEAN TACRfTY NAkEIY nd trea~tlm, p.. rrr and nunEer) DECEDENT OFINSPANX:ORKiMl7 RACE •Amaken Mhn,Bhtlt, VAdh, slc.
Ntr Nr^nyr,.p.c,IYCara, lBVwd ylk-ite
P
,
Cumberland Carlisle 1100 Stratford Drive
,
,,,,,,
,k,,,,~.
ar:. K •. ,
DECEDENT'8 aND OF lUSn+E vnl8 EVERw OECEDEM'S EDUC.QION MARTpISVauB-MrrO SURVIVIND SPOUSE
U.S.NYED FORCFBT ~ C~
Nw (M wM..gM mrtlrrrrnN)
E
~
I~i~q N
~A
m
~
u•s ra
r.
)
r
O
•Refinishin , Furniture ""^ "°® n}ta 5 I+-aas+) , Single
DECEaarr'e MAalrx, ADDRESS (Se..I, cr,~n. Shh. zocm•) DECEDENT'S ,Te
srre a da ,T
a ti
^ w
e
e
.
1100 Stratford Dr. .
e.
er
Na
.
w
RESIDHICE e.re.a
Carlisle Pa 17013 ~n."~`~°eu ~` Cumberland ~^•~+~ Carlisle
tE. ,Tt ,76^ WlMrearlired cNYlkaa
,~Theodo er R Myers ,Alice 1~se Myers~~
Robert Lp Myers 1100 S at~feo~rd~r~'~~C~arl~s~'e Pa 17013
METNDDOF DATE OF OF -NawdCeaehrK CNara, IOCRION •Cky/Taw4 SNh, ap
•aK~) an.Pr•.
CnmeLion^ RanwrnanSbh^
^
Dar1i•a^ W ~
4-21-1995 Upper Frankford Church Ce Upper Frnkford Twp, Pa
ACTMq AB BUCI, LICE//8~
NAMEANDADORESBOFRLCILT' O man- O une a
2 L
~U jj ,,,,219 N. Hanover St. Carlisle Pa 17013
OrrohlellereEfasaay werdar ~d..a~, e.rn«an.ar Erlk... a.r.ro ak•rr.a ~ ucEHeENwBEn avE SgN®
p.I.IeA^traaeearkrrrrdeern,tr rrTEN Moak.D.y,r,.p
ewlyaawdOeM.
rA.. aw fle.
PRONOIN/CEDDEADManat.D.Y.MeA MNSCASEREPERREDTOMEDICAI.DLAMWERICDRDNER7
M oPDE/vN Apra
~
r
.
prerd
ior
arl
1995 "'~ "e^
4:40 P
Aril 18
,,,
. M. ,.,
,
YT.PWITk ErertlrAeerr, Yyrhe«aaepMeWOr dadturellM Aeelk.D•nel wthr,M.wMdOytrq,saA raedraneptrray eneel ek•dt«keerl hBtre. ~AppaaYMe PMT N: Otlre
prkra awtAllar aNa'616pb AeeS4 W
LMaayaMawrmeacnnr.
YMMrlkrwrn na rMdWgln tln urMatytrgaar pNan hPAT1T 1.
M®IRt CMM[(FW ;ow1en00eaN
~ °
Probable M ocardial Infarction j
,
„,
DL)E TO (c R As A coNSEOUENCE DFl:
aawreylYtanilar
e.,Ir.aeEatrr.seh DuETOIaaASACarsEQUENCEQ~:
rtre. ErwIRgILYNMi i
cMNIE (DMweatrywY c.
til vatleh0ewb DUE 70(OR AS A CONSEQUENCE Q~l: ~
iaAeetri)LABT
r
N118 AM NliDP3T WElE AU70PSY FEIDN/D$ MANNER aF DEATH DRE Of PLIURY TNAE OF MUURV ELX1RVQWORK7 DESCRIBE FIOY/IWURV OCCURRm.
rERPaLMEm AvAB/18lE PRIDR TO Mma,Dry. V,eq
of of CAUSE Nwr ~ ~~ ^ w ^ N• ^
1M ^ N•~ `Ax ^ No ^ AmICNa ^ ~9 ^ PLACE OFIWURV-N kaae,hn,etrael haary, dnc. M LOCA,ION (Street. Caylfown,
SWCMe ^ C
aAMrO
Y
^
a
ehmt
alO
bi6t0. re.ISOer/r1
Mh. 7kb. 11. be.
CdRIP1EA(GwAaNy one) 91ONRURE
'
C®TTIPYINOMIYEIG~W (Pkydcw aeurynpaama d 0rM anon aiaPter Pkyefcun hr paatuncae Cra entl canplete0 han 23) e
~
.rlao.ne.a..a.rn«a.rwa»wE»a..Nq.a.atin.rrer.a ..................................................... ^ ~,w -- Coroner
LIC ORESIONED7MaM. Day, Neh
~TOPa.~~Y.AeND~+E.~P.'w"'.w ~ w~"'°r~..,a .,.a°`~`Prr,:~e b ~"N`&A°a.e"ww:,rrdw .......................... ^ ,o o,aA ril 19 1995
NAME MD ADDRESS OF PERSON VApCOMPLETEDCAUSE OF OEIPN
,~ cnemz~ryPe«PrMn Michael L. Norris, Coroner
oDwe.ww•,.krn.BoR.tw•.mvaLq.BOD,.7myapmeR,e..mow,ewrB»an,.,au,aDePI.~...taat.l.m.aw.ge)..a
r.M....dwa .....................
.....
~ 405 Fairwa Drive
u
.
................................... ..................................
m.. ,z. Mechanicsb
rg, Pa. 17055
REOISTRM'S SIGNANRE MBER DQE FlLEDMorm, OaY• Near)
REV-1500 EX+ (7.94) ~ ~ " `~ r`" " `'" "'`' ~
INHERITANCE TAX RETURN FOR DATES OF DEATH AFTER 12!31191 CHECK HERE
P
^
OVERTY CREDIT IS CLAIMED
(
~ RESIDENT DECEDENT FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA
\ (TO BE FILED IN DUPLICATE
DEPARTMENT OF REVENUE
DEPT. 280601 WITH REGISTER OF WILLS) 21-95329
HARRISBURG, PA 17128.0601 COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIALI DECEDENT'S COMPLETE ADDRESS
M ers Donald R. 1100 Stratford Drive
W SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Carlisle
PA 17013
174-20-4141 r. 18 1995 A .6 1919 ,
count Cumberland
p (IF APPlICA6LE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL( SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS)
~++ ®1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return
Y e H (for dates of death prior to 12-13-82)
Ws0°c~.+ ^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required
_~°
m
~ (for dates of death after 12-12-82)
a ^ b. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach copy of Trust)
y Z OMPL U
~ Z Fre and Tile 5 South Hanover Street
B g TELEPHONE NUMBER
Carlisle, P~ 1?7 013 _~, `'
17 -
1. Real Estate (Schedule A) (1)
~ ~
2. Stocks and Bonds (Schedule B) (2) ~J-'~'"
. ,.
Fti
" ,
„
f
,'~(~~~~ ~
3. Closely Held Stock/Partnsrship Interest (Schedule C) (3) ; --~
V,,
s
"'
l
4. Mortgages and Notes Receivable (Schedule D) (4) ,.
~
5. Cash, Bank Deposits 8 Miscellaneous Personal Property
(5)
6~'11L..3R ~~~
^ ~~. ~ l
_.- ~
z (Schedule E) .
'.` (,! fi~.~'
b. Jointly Owned Property (Schedule F) (b) `~ ~ `' /';~
~ 7. Transfers (Schedule G) (Schedule L) (7 )
6 8. Total Gross Assets (total Lines 1-7) ~ (8) 60, 702.38
9. Funeral Expenses, Administrative Coats, Miscellaneous (9) "~'~':'6'g'g:
Expenses (Schedule H) ~~/ ~ ~~ ~ ~„
10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) ~~~ [~?~~ ~~
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) T7j~~3• rL (12) ~'~~
13. Charitable and Governmental Bequests (Schedule J) (13) _
~~i`~3' ~a
14. Nat Value Subject to Tax (Line 12 minus Line 13) (14)
15. Spousal Transfers (for dates of death after b-30-94)
See Instructions for Applicable Percentage on Reverse (15) x =
Sid
(I
l
d
l
f
h
S
d
l
K
l
M
S
h
d . _ _
e.
nc
u
e va
ues
rom
c
e
u
e
or
c
e
.)
u
e
16. Amount of Line 14 taxable at 696 rate
(16)
~ x
.Ob =
(Include values from Schedule K or Schedule M.) A~ ~ ^~ , ~
~ ~
17. Amount of Line 14 taxable at 1596 rate (17) ~
x .15 = ~
z (Include values from Schedule K or Schedule M.) ~
o 18. Principal fax due (Add tax from Lines 15, 16 and 17.) (1B) 3,123.59
~ 19. Credits Spousal Poverty Credit Prior Payments Discount Interest
+ + 156.18 __ (19) _ 156.18
a 20. If Line 19 is greater than Line. 18, enter the difference on Line 20. This is the OVERPAYMENT. (20)
-- ~ ^ •
21. If Line 18 is greater than Line 19, enter the difference on Line 21 . This is the TAX DUE. (21) 2, 967.41
A. Enter the interest on the balance due on Line 21A. (21A)
B. Enter the total of Line 21 and 21A on Line 21B. This is the BALANCE DUE. (218) 2, 967.41
Make Cheek Payable to: Register of Wills, Agent
Jnder penalties of perjury, 1 declare shot I have
' is true, correct and complete. I declare that al
used on all information of which preparer has
IGNATL(RE,Of PERSON REJrPpNSIBLE fOR FILING RETURt
return, including accompanying schedules and statements, and to tht
s been reported at true market value. Declaration of preparer other
s.
1100 Stratford Drive, Carlisle, PA 17013
.,,..,,. .,.......,...,, ^r' ,..,,.~ ~~R~~~
~+~C~~-c,.,~ ~... 7` e..~... 5 S. Hanover St., Carlisle. PA 17013
st of my knowledge and belief,
n the personal representative is
DATE
July 13, 1995
DATE
July 13, 1995
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°k (.03) will be applicable for estates of decedents dying on or after 7/1 /94 and before 1 /1 /96
• 29/0 (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97
• 196 (.O1) will be applicable for estates of decedents dying on or after 1 /1 /97 and beforo 1 /1 /98
• Spousal transfers occurring on or after 1 /1 /98 will be exempt from inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (,~~ IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
X
a. retain the use or income of the property transferred, .......................................................
b.. retain the ri ht to desi Hate who shall use the roe transferred or its income X
9 9 P P rh' , ...............
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 X
adequate consideration$ ...................................................................................................
.{. . ..x ,
3. Did decedent own an 'in trust for'. bank account at his or her death$ ...................................... X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
,~ ,
REV-1508 EX+I&87) SCHEQULE E
CASH, BANK DEPOSITS AND
COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS
INHRESiIDENTEDECEDENTRN PERSONAL PROPERTY Please Print or Type
ESTATE OF FILE NUMBER
DONALD R. MYERS 21-95-329 -
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1. Balance Meridian Bank Certificate of Deposit #4001973090 30, 000.00
Accrued interest to April 18, 1995 393.28
2. Balance Meridian Bank Certificate of Deposit #4001973629 30, 000.00
Accrued interest to April 18, 1995 309.10
TOTAL (Also enter on line 5, Recapitulation) I $ 0, 702.38
(Attach additional 8~/~" x 11" sheets if more space is needed.)
• 1
REK1511 EX+ (7.88)
~~ SCHEDULE H
FUNERAL EXPENSES,
COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND
INHERITANCE TAX RETURN MISCELLANEOUS EXPENSES
RESIDENT DECEDENT Please Print or Type
ESTATE OF FILE NUMBER
DONALD R. MYERS 21-95-329
ITEM
NUMBER DESCRIPTION AMOUNT
A. Funeral. Expenses:
~• Hoffman-Roth Funeral Home 6, 351.20
Clergy and organist 200.00
B.
2
3
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Administrative Costs:
Personal Representative Commissions _ _
Social Security Number of Personal Representative:
Year Commissions paid
Attorney Fees 3, 035.11
Family Exemption
Claimant Relationship
Address of Claimant at decedent's death
Street Address
City State - Zip Code
Probate Fees 123.00
Miscellaneous Expenses:
Register of Wills, 1 short certificate 3.00
Thompson Eye Assoc., account 105.42
Ronald M. Schlansky, M.D., account 50.73
Eby Granite Works, grave stone 1,195.00
Reimbursement to Robert L. Myers for room and board and personal
care rendered to Donald R. Myers for three years P mediatel , . 28._._.-----___
preceeding his death on A ril 18 1995 y
p , , @ $800.00 er month ,~_, 800.00
Register of Wills, filing Pa. Inheritance Tax Return ~ ,~ , ~
~~~ c,~ ~'~ 15.00
.~ ~~
~~~~;.~~~~~I ~~ 1~~
TOTAL (Also enter on line 9, Recapitulation) $ 3,~,-8~6
(If more space is needed, insert additional sheets of some size.) i~
RF V. 151'1 FYa Ij.87)
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAx RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
DONALD R. MYERS 21.-95-329
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
SHARE OF ESTATE
A. Taxable Bequests:
1 • Robert L. Myers Brother esidue of estate
1100 Stratford Drive
Carlisle, PA 17013
ITEM AMOUNT OR
NUMBER NAME AND ADDRESS OF BENEFICIARY SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
NONE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) I $
(If more space is needed, insert additional sheets of same size)
f*
REV-1547 EX AFP (12-951
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
DEPT. zso6o~ OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG, ~A 17128-0601
ACN 101
DATE 03-18-96
ESTATC OF I•IYtKJ LUNALll K FILE NO. Ll YS-UJLY
DATE OF DEATH 04-18-95 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT''
REMIT PAYMENT TO:
FREY & TILEY REGISTER OF WILLS
5 S HANOVER ST CUMBERLAND CO COURT HOUSE
CARLISLE PA 17013 CARLISLE, PA 17013
Amount Remitted
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS t
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (12-951 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MYERS DONALD R FILE N0. 21 95-0329 ACN 101 DATE 03-18-96
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Nat Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Nat Value of Estate Subject to Tax
(1) .00
(2) .00
(3) .00
(4) .00
(5) 60 , 702.38
(6) .00
t7) .00
(B) 60,702.38
t9) 11,078.46
(10) .00
(11) 11.078.46
(12) 49,623.92
(13) .00
(14) 49,623.92
NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) . 00 X . 00_ . 00
16. Amount of Line 14 taxable at Lineal/Class A rata (16) . 00 X . 06. .00
17. Amount of Lina 14 taxable at Collateral/Class B rats (17) 49, 623.92 X . 15. 7, 443.58
18. Principal Tax Dua (lg) 7,443.58
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST (-) AMOUNT PAID
07-13-95 AA047993 156.18 2,967.41
1NItKt~l 15 GMAKtitll FKOM 01-19-96 To 03-26-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 3,123.59
BALANCE OF TAX DUE 4,319.99
INTEREST 72.56 .
TOTAL DUE 4,392.55
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
RN-1470 E% (6-881
r
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 2 8-060 1
DECEDENT'S NAME
I
INHERITANCE TAX
EXPLANATION
OF CHANGES
E NUMBER
N
' '`+ i
SCHEDULE ITEM ~ EXPLANATION OF CHANGES
NO.
,- ;
,- , _ -
- ,. ,,.
t
l
TAX EXAMINER:
PAGE