HomeMy WebLinkAbout95-0054~i q~~co54
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 t 6 200T
Date
H/05.1 a3 Rev. 2/87Y
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Fran eropoli, ' ect
Division of Vital Records
P.O. Box 1528
New Castle, PA 16103
COMMONWEALTH OF PENNSYLWLNIA'• DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
G02 X88
NAME OF OECEOENTIFirx MioW.La+9 SE% SOCIAL SECURITY NUMBEA GATE OF OEANiMarM.OSy.'al«1
+• a•Female ]. 198 - 30 - 1185 ., r~ltk, ~ /9q'~
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MoAr I pays Holea = a,YaAea IMOMI OSy.'Awl Stw orFOeglCaneyl
Penn Tw HOSPIDNL OTHER:
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1907 Irpaliare ^ ERIOu,patlere ^ DoA ^ ,~ R..ie.rlr ^ ~~ ^
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COUNTY OF DEATH CfTY,BORO.TWP OF DEATN FACKITV NAME(M nd arRlaon.4M aaM and nulnb«1 VILS DECEDENTOF HISPANIC OfIMaIN7 MCE-Anrrlun ardlerL BYCk,WNN. a,e
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fQyIER'S NAME (Frsi. MidOla. Lead MOTHER'S NAME (Aal. Middle. MaidnSrnamel
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INFOMVINT'S NAME (TyprPrap INFOIWANr .Cilylkrrl. Sera. Lp Coda)
Doroth ]os.
METt100 aFI71SPOSITION QQE OF DISPOSITION ~ PLACE DF , , L
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sIDNAUREOF ACTI As SUCH LICENSENUMBEH NA1AEANDAO°^E%4OFf~'L"Y Hoffman-Roth Funeral Home
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NUMBER
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'-ROIIOUNCIND AND CERTIFYVNi PHYSICI.AM IPPYxlantdn ponauncvg tleam arW o«tilYUW towused deaml
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NAME ANDADORESS OF PE WMO COMR.ETE SE DEAN
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On tM GW of eaaminstbR and/or inraatigation, In my opinion, death occlured at the time, dale, and place, and e e to the eause(si and ,
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REGISTRAR'S SIGNATUREA NUMBER
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PETITION FOR PRORATE and GRANT OF LETTERS
Estate of __ OLIVE L . r'YERS No. _ ~ ~ -- 9,~'s` "- ~j `7"
also known as To:
Register of Cu~in~o~rleand
Ae.tastd County of in the
Soeial Secaeri8y .P'o. ~ q S _-,~ Q - Z 1'8 5 COmtnonwealth of Pennsylvania
The pctidon of the undcrsign~x! respectfully represents that:
Your petitioner(s), who is/are 18 ycan of aye or older an the execuc o r. na~~
in the Iast wilt of the above decedent, dated ~731u.3~Y ~ 0 ;19 91
and codidi(a) dot-.-'
* enuncia ~.on o ~ oro v Myers, a ac e
(cents relevant ctrcumstaaxs, e.s. rwunda-ion, deatlx of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or prindpal residence at ~ Todd C irc i e . Abt . D .
_ C ar'I l S~ P~, PA 1 ~n' "~
(lict stroot, number and mundpaitty~
Decendent, then _.$? ._ years of aye, died January ], l , 19_x,
at_New_Zodd Home. C riiG; : P nn~ylvania
Except as follows, decedent did not marry. was not~divorced and did not have a child born or adopted
after executi6n of the will offered for probate; was not the victir~t of a killing and wan never adjudicated
incompetent: none
Decaadent at death owned property with estimated values as follows:
(If domidlcd in Pa.) All personal property S_~00. 000.00
(If not domialed'ia Pa.) Personal property in Pennsylvania S
(If not domidled in Pa.) Personal property in County S
Value of real estate in Pennsylvania S
situated as follows: None
~%I-IEREpO~, petitioner(s) respectfully r~uest(s) the robots of the last will and codidl(s)
presented herewith and the grant of letters E6 ~~/i`~-Kv
theron. (tectamwtary; adminiatntIon c.t.a.; adminIstrat[on d.b.n.c.t.a.)
a ~ H LBERT G. MXERS
_L1TPT.nri 1 1 P~ PA 1 7741
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OATH OF PERSONAL REPRESENTATIVE
COMIVION~'EALTH OF PENNSYLVAN>rA 1 a~
COUNTY OF CUMBERLAND r
The petitioner(s) aiiovt-named swear(s) or affum(a) that statements in the foregoing petition are
true and correct to the best of the knowledge and belief boner(s) and peraonal represen-
tative(s) of the above decedent pebboner(s) w~}1 ~ y_adn~ste# yse according to law.
Sworn to or affirmed
bcforc me this _._,L
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._- _. ~~/ MARY C. LEWI
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subscribed
day of
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:~'a"' a~ '.::~~:~~~`.;~~ ~:~r ~S~ ~~~~~ ~r',c~ Januar~r 10 z 1 g91 _
e~c~sk~:,? ~.°.~~T~.a 2±~ ~~x~il!t~d?~ X03 psi x`"s~~ o~ x.~rd ~? xhe I~t ~~ of _ O1 ive Z . i~:x er s
~s~'rzerelay ~sr:~.~ 4,9 HOZBERT , G . MYERS
Itegiatar e:f'tit'll!a
MARY C. LEWIS
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.psobn:c, E.t~°-a~, ~~tc. , ....... > ;t 2 70.00
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....._ ~'IwY'DP.2-'~Y (aup. Gt. I.D. Yc.)
Une W. High 5t.~ Ste.205
Carlisle i~DDEtESS p
_717--243-3.831.
PHOAI$
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~~G~ST~° R ®F yVI~~.S OF' CUMBERLAND COUNTY
OATH ®~' SUBSCRIBING VVTTNFSS
I ;
WILLIAM S . DANr~:r,S and V7.~GINIA H. DANIELS
codicil
(each) a subscribing witncss to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that they were .present and saw
OLIVE L. MYERS ,
the testa[ r ix ,sign the same and that they signed as a witncss at the
request of teseat rix in h er presence and (in the presence of Bach other) (' e p esence of the
other subscribn$ witness(es)). ~ _
Sworn to or affirm" an subscribed before i i m ante
me this ._1_C ~ day of (Name)
7~ -19 1 0 ersto ardners PA 17324
ess
~ MAR. ~ E W I S Re cater ,-,
o N T tea. g nia i is
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~=-} ~ 1040 Myerstown Rd . , Gardners, PA 17324
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~.I;,~G?L~R ~OF 'S'VILLS OF COUNTY
Ot~TH OF NON-SUBSCRIBING ~ITNBSS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) aa:d say(s) that
familiar with the signature of ,
~ lcll
festal o e of the subscribing witnesses to) a will presented herewith and
COC11Cll
that believ a signature on the will is in the handwriting of
to the best of l;no dge and
Sworn to or affirmed an ubscribed before
me this ~ day of
19
Register
(Addr~cr)
(Name)
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in ?e £sttate ®k~___ OLIVE L . MYERS - deceassd.
o the Re,~ist~r c+' 1'~i:'s of Cumberland County, Penr:sytvania.
The 2~d,ess~~i~` DOROTHY E. M5'ERS of
tiie abo~•e dve~edcrt, hereby renoance{s) the right tQ admiaister the estate and resg~e~tfu:l~ ask(s) that Letters
'1 estamentary
he issu~ci tc ~~OI,BERT G . .'VIPERS
6~1ITNESS ~, mY hand this f~~ day of January ~ 19 9 5
DOROTHY E .(S1~IYEhS
4 Todd Circle, Apt. D,
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~' ~ r1 ~~ Carlisle, PA 17013
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I, C3 x17'R' L. 2tY~RS, of the Borough of Carlisle, Cumberland
Cou.xt;r, ~?enrisylvania, declare this to be my last will and revoke
al' 4~i11• awnc? codicils which I leave previously made.
I. :~ direct my executrix hereinafter_ named to pay all of m
just deb~s, funeral and administrative expenses and all estate,
I
transfer, inheritance and succession taxes whether payable by
reasor_ of property passing under this will of otherwise, as soon
niter my decease as may be convenient.
IT. I give and bequeath the sum of Five Thousand and no%100
($5,000.~?0) Dollars to the Dickinson Presbyterian. Church of
Cumninsto~rn, Pennsylvania, (12 Church Road, Carlisle,
Pannsylvaz~ia 17013} to be used as the Board of Trustees may
~ determib.e.
II:.. I give and bequeath to my niece, MARY LR1L Bi3RY, the
sum of ile~t~ Thousand and no/100 (55,000.00) Dollars; to my niece,
E. J~r'ih~ xsl~;C,ER, the sum of Five Thousand and no/100 (55 , 000 .00 )
Dollars; 'to my nephew, JOHTit K. BIXLER, 3R. , the sure of Five
T:~ousanc. anc? n.o/100 ($5,000.00) Dollars; to my nephew, F€OY,BERT O.
f
~ivFRC, the s~a.m of Five Thousand and no/100 ($5,000.00) Dollars;
!~ u.zd ?~a FA~,~:ICZc'~. SI'bOI~E, the sum of rive Thousand and no/100
r ~ (~S,OCD.'~,) D+oilars, in appreciation of her many kindnesses ~:o
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I.F. I give and bequeath to my sister, DOROTHX E. l~6YER8, such
ar'cicles of tangible personal property having sentimental, family
oz heir'.~om significance.
~'. I give and bequeath the residue of my estate as follows,
Z. 33 1/3~ to my sister, DOROTHY E. MYERS; ~
2. 33 1/3$ to my sister, ELVA lid. BISLER, and if she
shall 5~.edecease me, then in equal shares to her two children,
JE?:ra3~; ~K. :QI..I.ER, JR. and E. JEAN BIXLER;
3. 33 1/3~$ to my nephe~?, HOLBERT G. MYERS, if living,
and if deceased, in equal shares to his two children, A. RYLE
A4YERS a nci FILL I SOId E . MYERS .
If the beneficiary or beneficiaries of any of the foregoing
share or shares shall have predeceased me, said legacy shall
lapse and be added to the share or shares of the beneficiaries
living at the time of my death.
VI. i appoint my sister, DOROTHY E. ~dYERS, as Executrix of
this rry last ~=i',.1, and. if for any reason she shall fail to
qualify or cease to act as such during the administration of my
estate, I appoint my nephew, AOLBERT G. MYERS, as substituted
Executor of this my last will. Should both my sister, DO1tOTHY E.
MYERS, a:nd my nephew, IiOLBERT G. MYERS, fail to qualify or cease
to act as executors, I appoint i~iILLIAd4 S. DAPIIELS as Executor of
this my last will.
VII. T direct that neither my executrix nor her successors
shat= be required to give bond for the faithful performance of
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''I~ HI3'~dESS taHEF,EOF, I have hereunto set my hand this j ~;c~
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ol,zvE L. MYEFtS
~?~~ ;preceding instrument, consisting of this and two other
tyge~::itt~er ,pages identified by the signature of the testatrix,
GLI4'_. L. l3YEES, was on the day and date thereof signed, published
any: decia;.red by OLIVE L. AYYE~S, the testatrix therein named, as
and for r.f~r last will, in the presence of us, who at her re~~uest,
in her presence, and in the presence of each other have
subscribed our ames as witnesses hereto.
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r.~--~_;,~-:~ #-?:al :tatice a~ ben facial interest reguirerl 'may
,u~ _,=.(-; ', ,:~~ ',~:,~ ^rph~a.ns' Cour'~ Rules was sewed on ar m,iled
} o tz~e ~ cl ] o~-*ing beneficiariPS of the move-captioned. estate on
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Rule 5.5(a) exc.epi:: Bone
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- Signature
name• 4Ti1].iam S. Baniels
I~ddzess: One West High Street
Carlisle, ?A 17C}_3
(717) 243-3631
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Ga.naci ty: Counsel toz personal
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210 ?a~r'k Drive
^ailinc~ Springs, PA 17007 ~
:. Holb~,:t ~. Myyers ~~
1.&0~x *~3alnut Bottom Road - ~~
iVe~?ville, PA 17241 f~
5. Patrirza Snake '
r85 F<~r:~ Road r
Ir'et^rzlle, PA 17241
5. Dr,r~~thy ~. Myers
4 '~acic: Circle, Apt. D
Cv~~-'_zsle, PA 17013
7. L°•ie~insan Presbyterian Church
a umminstown, Pennsylvania ?,; .:
7.2 Church Road _
r~.~r'_' i.~la, PA 17013 `'-
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ASSESSMENT ; AMOUNT
RECEIVED FROM: ® CONTROL
NUMBER
,- I'OlD HERE
I
~'
DANIEL8 WILLIAM $
1 W Fi I $~-I STREET
CARLISi_l~ PR 17013
! r •
42 /2 4 /9R I ~ TOTAL AMOUNT PAID $~~~~•~ ~
REMARKS tit?LSERT S MYER$ ~
CfQ WILLI6~M S 1bANIEt~$ ESQ -
SEAL ~}~$~~~ O~;i RKEIVED BY~~j-~ ~' `~' /~'
! ~~
MARY C. tEWIS .; ,~. ,~',;..:,y~-:f%°,~/'
REGISTER OF d1-lLLS l9~6$I87ER OF WEttB V
„____, .. ~ f.....t.,.,,r- -~,.._..,.., ~. ~.,,,,..,,.-
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REV•1500 EX+ (7.94)
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Jv10NWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
>ECEDENT'S NAME (LAST, FIRST, AND MIDDII
MYERS, OLIVE L. /
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
....ii+~ xwKn r rvVmntK ~ DATE OF ATH DATE OF BIRTH
198-30-1185 1/ 1/95 5/12/07 ca~~r
AVPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL( SOCIAL SECURITY NUMBER
f
1. Original Return ^ 2. Supplemental Return
^ 4. Limited Estate ^ 4a. Future Interest Compromise
~, (for dates of death aher 12-12-82)
~) a. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust
(Attach copy of Will} (Attach copy of Trust)
William S. Daniels, EsgJ
717 1 243-3831
FOR DATES OF DEATH AFTER 12/31191 CHECK HERE
IF A SPOUSAL
POVERTY CREDIT IS CLAIMED ^
FILE NUMBER
21 95 0054
COUNTY CODE YEAR NUMBER
4 Todd Circle, Apt. D
Carlisle, PA 17013
Cumberland
r
^ 3. Remainder Return
(for dates of death prior to 12-13-82)
^ 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
Suite 205, One West High St.
Carlisle, PA 17013
z
0
~-
a
v
z
0
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f
0
U
a
1, Real Estate (Schedule A) ....-:_. _ °~
(1 } ~
-._.
2. Stocks and Bonds (Schedule B) `
_
2 1 9 1,? 6 4 8 5 s.:
( ) -
3. Closely Held Stock/Partnership Interest (Schedule C) (3 )
4. Mortgages and Notes Receivable (Schedule D) (4) _--~ ~;-°-~
5. Cash, Bank Deposits 8. Miscellaneous Personal Property (5 )362, 885.5
(Schedule E) -
6. Jointly Owned Property (Schedule F) ,,,,,.~.,._,,:n...,..,,,.
b 42 + 619.94 ''
7. Transfers (Schedule G) (Schedule L) (7)
. Total Gross Assets (total Lines 1-7) - -'""' ~ ,%°-~-~~-• _
9. Funeral Expenses, Administrative Cosis, Miscellaneous (9) \ 53 , 398.90 '°'
Expenses (Schedule H) _~_._..
10. Debts, Mortgage Liabilities, Liens (Schedule I) (lo) 3.350.56
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (Line B minus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(8 - _ -S~Fi", 77;1. 36
56,749.46
(t2) _ 540, 020 . ~Q_
(13) _ 5, 000.00 .--°"
1141 535020", 9p
15. Spousal Transfers (for dates of death after b-30-94)
See Instructions for Applicable Percenta
e on Re
15
g
verse (
)
Side. (Include values from Schedule K or Schedule M
) x.-=
.
16. Amount of Line 14 taxable at b% rate (16)
(Include values from Schedule K or Schedule M.) x .Ob
17. Amount of Line 14 taxable at 15% rote (17) 535.020.90
(Include values from Schedule K or Schedule M.) x .ts 80, 253 . l'4
18. Principal tax due (Add tax from Lines 15, 16 and 17.) (18) 8 6 , 2 53 .14
19. Credits Spousal Poverty Credit Prior Payments Discount Interest
78, 778+3, 947. 7 _ (t9) _ 82, 674 i35
20. If Line 1 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. (20) 2 , 421.71
21. If
~~
Lie is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21)
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. (21B)
Make Cheek Payable to: Register of Willsr Agent
Under penalties of perjury, I declare that I
it is true, correct and complete. I declare the
based on all informs ion of which preparer
SIGNAT OF P 5 ES*ONSIBLE FOR FI f
SIGNATURE OF PREPARER OTHER T REPRESE
William S. Daniels
~„~ad ~hra rororn, mcluamg accompanying schedules and statements, and to the best of my knowledge and belief,
estate has been reported at true market value. Declaration of preparer other than the personal representative is
nowledge.
ADDRESS ~
t /Z- DATE
~yI
ADDRESS
Ste. 205, 1 W. High St.Carlisle, PA 17013 '
Act #48 of 1994 provides for the reduction of tk~ 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 cpplicable 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% (.O1) will be applicable fot-e~tates of decedents dying on or after 1/.1/97 and before 1/1/98
• Spousal transfers occurring on or after l/1/98: will be exempt from inheritance tax.
PLEASE:ANSWER THE FOLLOWING.QUESTIONS --
BY PLACING'A CHECK MARK {~) IN THE APPROPRIATE BLOCKS:
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, .::............
c. retain a reversionary interest; or .............................:.......:.
d. receive the promise-for life of either payments,-benefits 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 'intrust for' bank"account athis or her death..:.........
IF THE ANSWER"TO` ANY OF~~THE ABOVE QUESTIONS 1S YES,
YOU MUST COMPiETE:;SCHED.ULE,`G AND:.FL~E:-JT, AS .PART OF THE RETURN:
~tt~~ ~i11 ~crc~ C~TP~t~zrrcPrt~
I, OLIVE L. MYERS, of the Borough of Carlisle, Cumklerland
County, Pennsylvania, declare this to be my last will and revoke
all wills and codicils which I have previously made.
I. I direct my executrix hereinafter named to pay all of m
just debts, funeral and administrative expenses and all estate,
transfer, inheritance and succession taxes whether payable by
reason of property passing under this will of otherwise, as soon
after my decease as may be convenient.
II. I give and bequeath the sum of Five Thousand and no/100
($5,000.00) Dollars to the Dickinson Presbyterian Church of
Cumminstown, Pennsylvania, (12 Church Road, Carlisle,
Pennsylvania 17013) to be used as the Board of Trustees may
determine.
III. I give and bequeath to my niece, MARY LEE BIIRY, the
sum of Five Thousand and no/100 ($5,000.00) Dollars; to my niece,
E. JEAN BIXLER, the sum of Five Thousand and no/100 ($5,000.00)
Dollars; to my nephew, JOHN R.
BIXLER, JR., the sum of Five
Thousand and no/100 ($5,000.00) Dollars; to my nephew, HOLBERT G. '
MYERS, the sum of Five Thousand and no/100 ($5,000.00) Dollars;
and to PATRICIA SNORE, the sum of Five Thou
sand and no/100
(55,000.00) Dollars, in appreciation of her many kindnesses to
me.
I~• I give and bequeath to my sister, DOROTHY E. MYERS, such
articles of tangible personal property having sentimental, family
or heirloom significance.
V. I give and bequeath the residue of my estate as follows:
1. 33 1/3$ to my sister, DOROTHY E. MYERS;
2. 33 1/3$ to my sister, ELVA M. BIXLER, and if she
shall predecease me, then in equal shares to her two children,
JOHN R. BIXLER, JR. and E. JEAN BIXLER;
3. 33 1/3~ to my nephew, HOLBERT G. MYERS, if living,
and if deceased, in equal shares to his two children, A. KYLE
MYERS and ALLISON E. MYERS.
If the beneficiary or beneficiaries of any of the foregoing
share or shares shall have predeceased me, said legacy shall
lapse and be added to the share or shares of the beneficiaries
living at the time of my death.
VI. I appoint my sister, DOROTHY E. MYERS., as Executrix of
this my last will, and if for any reason she shall fail to
qualify or cease to act as such during the administration of my
estate, I appoint my nephew, HOLBERT G. MYERS, as substituted
Executor of this my last will. Should both my sister, DOROTHY E.
MYERS, and my nephew, HOLBERT G. MYERS, fail to qualify or cease
to act as executors, I appoint WILLIAM~S. DANIELS as Executor of
this my last will.
VII. I direct that neither my executrix nor her successors
shall be required to give bond for the faithful performance of
~:
'~
their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this ~~~,
day of 1991.
OLIVE L. MYERS
The preceding instrument, consisting of this and two other
typewritten pages identified by the signature of the testatrix,
OLIVE L. MYERS, was on the day and date thereof signed, published
and declared by OLIVE L. MYERS, the testatrix therein named, as
and for her last will, in the presence of us, who at her request,
in her presence, and in the presence of each other have
subscribed our ames as witnesses hereto.
C~~2~~~j-~ cam,.-~_
i _
C ~ ` `~
~, r _ ~ o D ~- ,~
~j
REV-1503 EX+ (4-86) r
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS AND BONDS
MYERS, OLIVE L.
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.)
ITEM
NUMBER DESCRIPTION
r. AT&T, 288 shs
2. Bell Atlantic, 760 shs
3. Consolidated Edison, 10"shs
4 • ~"~e`S"~`a"i:cs- Financial Corp. , 24.0 shs
5 • ~SJC~`~~Cl,~~,s:" E Commo 24 shs
•- 6 . r ? G ~ shs _~ ~.~` - ~57~<Y~~f'-..
7 . F ~T_, ..~~r'~~1? r 52 8 shs
8. Gr1, 400 shs
:9. GM Hughes, 6 shs
10. :Kimberly Clark, 176-shs-
11. Nnr~oik.-Southern, 1.80 shs
12. Y~"-~n~. Mimic., 35 shs ~ 982.67
13 . PA ~~~'~.~ -Mun=c . , 15 shs ~ 998 .93
14. _ PP&L, 400 s,
15. Series, H", $50D0_2/77
16. Se~~' s~,.~ $5y00"-:6/78
18. Series E, 1000 2/77
FILE NUMBER
2195-0054
TOTAL Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of same size.)
VALUE AT DATE
OF DEATH
13,917.60
37,145.00
265.00
6,300.00
924.00
15,925.80
18,348.00
16,800.00
207.75
8,668.00
11,295.00
24,566.75
14,983.95
7,900.00
5,000.00
5,000.00
1,110.40
2,907.60
$ 19~, 264.85
REV~1500 EX + (2-87)
COMMONWEALTH OP PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'SCHEbULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
MYERS, OLIVE L.
Please Print or T
2195-0054
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1. Cash in pocketbook 199.19
2. Cash at home 500.00
3. Cash in safe deposit box 140.00
Farmers Trust Company
4. C A # 6-64804 6,429.51
5. CD # 73331 20,042.74
6. CD # 94565 83,798.96
7. CD # 103771 12,589.30
8. CD # 104958 3,001.75
PNC Bank
9. C A # 5140188853 3,820.97
Meridian Bank
10. S/A # 8338119101 - 6,406.68
11. CD # 4000992158 4,941.83
12. CD # 4001973652 26,475.44
Mellon Bank
13. MM # 1800706127 33,272.25
14. CA # 1326626234 5,410.81
15. IC``#-00016907 SQ,094'.60
16 . CD # 18.~~'8-707 51 , 000:00
17 . CD # l°8A63f 39 5O, OOfl-. 00
18. Belvedere Medical Corp., refund 67.77
19. United Security Assurance, refund 402.84
20. Coin collection, by appraisal 473.00
21. Tangible personal property/HHE, by appraisal 1,935.00
22. Jewelry, by appraisal 1,290.00
23. Sarah Todd Home, maintenance fund refun¢~ 9.00
24. Thompson Eye Assoc., refund ~ 9.00
25. Carlisle Imaging Assoc., refund 11.69
26. Professional Ins. Svcs., Inc.
Refund Medicare Supp. 414.05
Refund. PA Blue Shield 101.84
27. RWC refund 16.80
28. AARP Group Health refund 2.00
29. Thompson Eye Assoc., refund 28.55
TOTAL (Also enter on line 5, Recapitulation) I $ 362 ,f885 . 57
(Attach additional 815" x 11" sheets if more space is neoded.)
REV-1509 E%+ r14.8BI
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MYERS, OLIVE L.
Joint tenant(s):
NAME
A. Dorothy E. Myers
B.
C.
ADDRESS
Todd Home, Apt. D
Carlisle, PA .17013
°ILE N~IMBER
2195-0054
RELATIONSHIP TO DECEDENT
sister
_~
/ -7 /b
Jointly -owned pro perty:
LETTER
NUMBE JOINT MADE
JOINT DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
TENANT OF ASSET 96 INT. DECEDENT'S INTEREST
~
• Money Market Acct. 37,747.27 1/2 18
873.64
2• Certificate of Deposit 12,000.00 1/2 ,
6
000.00
3 • Tangible personal- proper ,
4 (by appraisal)
- 2,795.00 1/2 1,.397.50
•
5 Sarah Todd
Apt. 23,385.00 1/2 11,692.50
• Savings Bonds r~,
-
rG,~ ~~-
(Series E,, 1000
.X 2.-~, ~
44
Series E', 500 X 1 ~ ~~1
. Series HH, 1000 X 2 }~•~ 9, 312 .60 ', 1/2 4, 656 .30
~~ .
(!f more space is needed insert. additional sheets of same size)
SCHEDULE F
JOINTLY-OWNED PROPERTY
TOTAL (Also enter on line 6; Recapitulation) I $ 4 2 , 19 , 94
REV-1511 EX+ (7.881
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OF
MYERS, OLIVE L.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES Please Print or
FILE NUMBER
~ 2195-0054
ITEM
NUMBER DESCRIPTION
~-• Funeral. Expenses:
~• Hoffman~Roth Funeral Home
2. Georges Flowers, floral arrangements
AMOUNT
7, 321 .00'`
169.60 .>
B• 1 Administrative Costs:
1• Personal Representative Commissions Holbert G . Myer s_ _
Social Security Number of Personal Representative: 231 62 1789 20, 879.00 f
Year Commissions paid
2. Attorney Fees Humer & Daniels 21, 629 . 00 /
3. Family Exemption
Claimant _Dnrnthy F Myers Relationship Sister 2, 000.00 ~^""
Address of Claimant at decedent's death
Street Address 4 Tndc~ i t 1 P Apt D
Ciry r a r 1 i s 1 P State PA Zip Code 17 013
4. Probate Fees Register of Wills, Cumberland Coufity 286.00.-
C• Miscellaneous Expenses:
I• Cumberland Law. Journal, Adv. Ltrs. Testamentary 40.00°
2. The Sentinel, Adv. Ltrs. Testamentary 72.20
3. Register, Short Certs. (30) 90.00
4. Gerald Lackey, coins appraisal 15.00'
5. W.H. Newbold's Son, securities transfer fees 210.00-
b. Register of wills, filing inventory & inh. tax return 25.OOr
7. Register of Wills, additional probate fee 140.00"
8. Reserve for settling estate 350.00
continued on pg 2
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additioncl sheets of same size.)
Continuation of Schedule H, Page 2
MYERS, OLIVE L. 2195-0054
9. Mountz Jewelers, appraisal $ 53.00
10. Robert T. Rowe, appraisal personalty 75.00
11. FTC, safe deposit box rental 26.10
12. Hoffman-Roth, death certificates (6) 18.00
Total $53,; 98.90
i~
5
REV~1512 EX ~ (10.86
COMMONWEALTH OF PEN NSYWANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MYERS, OLIVE L.
E NUMBER
2195-0054
ITEM
NUMBER DESCRIPTION AMOUNT
1•
2.
3.
4.
5.
6.
7.
8.
9.
10. Belvedere Medical Cor
p. ,deductible
Professional Insurance Services Co., premium
Jeffrey S. Cohick & Assoc., tax preparation
Edward V. Dailey, tax preparation
IRS, personal income tax
PA Dept, Revenue, personal income tax
IRS, personal `income tax 1994
PA Dept. Revenue, 1994 tax
Dickinson Presbyterian Church, annual pledge
Dickinson Presbyterian Church, bldg. fund pledge
100.00
441.00
43.50
200.00
39.78
7.28
352.00
197.00
1,250.00
720.00
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABLITIES AND LIENS
TOTAL (Also enter on line 10, Recapitulation) $ 3, 3 0 56
(/f more spots is needed insert additional sheets of some size) E
' REV-113 EX+ (8.86)
v e,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE "'
ITEM
NUMBER
2.
3.
4.
5.
6.
7.
SCHEDULE J
BENEFICIARIES
MYERS, OLIVE L.
NAME AND ADDRESS OF BENEFICIARY
A. Taxable Bequests:
Mary Lee Bury
213 Madison Ave.
Hamilton, VA 22068
E. Jean Bixler
Box 45
Boiling Springs, PA 17007
John K. Bixler, Jr. *
210 Park Dr.
Boiling Springs, PA 17007
Holbert G. Myers ~~~~
1804 Walnut Bottom Rd. ~ ~ '~
Newville,.PA 17241
Patricia Snoke
485 Farm Rd.
Newville, PA 17241
Dorothy E. Myers
4 Todd Circle, Apt. D
Carlisle, PA 17013
Elva M. Bixler
(Deceased 6/28/94, survived by two
issue *)
FILE NUMBER
2195-0054
RELATIQNSHIP
niece
niece
nephew
nephew
sister
sister
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental Bequests:
I• Dickinson Presbyterian Church of Cumminstown, PA
12 Church Road, Carlisle, PA 17013
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation)
(If more space I: needod, insert additional sheets of same size)
AMOUNT OR
SHARE OF ESTATE
5,000.00
5,000.00 and
1/6 residue
5,000.00 and
1/6 residue
5,000.00 and
1/3 residue
5,000.00
personalty and
1/3 residue
(1/3 residue)
AMOUNT OR
SHARE OF ESTATE
5 , 000.00,,.-•'"
S 5, OQr6.00
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'"':('(",n"\::T' n~[~~' [""ITANCE TAX
"",,,1 '1, )1'""'.. )' .\-,J \J. ,.L.NnCK.
'[':I~:~~"c~::~ ~A"EMENT OF ACCOUNT
\ ~;t\.....~:u' -...... j...}' '! 1'~ .-..~~
*'
REV-1607 EX AFP (03-05)
ZOOn OCT - 2 pf'\ \2.: 34
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-18-2006
MYERS
01-11-1995
21 95-0054
CUMBERLAND
101
Amount R_i Ued
OLIVE
L
WILLIAM S DANIELS
STE 205
1 W HIGH ST
CARLISLE
CI ERK OF
ORPHAN'S COURT
EslCUMtEPL,".~:D CO. PA
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
NOTE: To insure proper credit to your eccountl subIIlt the upper portion of this for. with your tex payllent.
CUT ALONG THIS LINE
-------------------------------------------------.--------------------------
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF MYERS OLIVE L FILE NO. 21 95-0054 ACN 101 DATE 09-18-2006
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE MAttED ESTATE. SHOWN BELOW
IS A SUlltARY OF THE PRINCIPAL TAX DUEl APPLICATION OF ALL PAY"ENTSI THE CURRENT BALANCE I ANDI IF APPLICABLE I
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-10-1996
PRINCIPAL TAX DUE: 801253.14
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-07-1995 AA023017 31947.37 751000.00
05-12-1995 AA047756 .00 900.00
05-12-1995 AA047757 .00 21827.48
TOTAL TAX CREDIT 821674.85
BALANCE OF TAX DUE 21421.71CR
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE 21421.71CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11
NO PA~ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIr' (CRll
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS. l
ci