HomeMy WebLinkAbout94-00491
,
'oJ
~
~
\I
i\
\j
.~
~
\l
'l'IWlD
I naninate, constitute and appoint LEE W. BARIC, as Executor of
this my Last Will and Testament. Should my said Lee fail to so serve for any
reason, I appoint DAVID BARIC, ESCPIRE, Executor of this my Last Will and
Testament. I relieve my personal representative from the necessity of posting
security in connection with his duties as such in any jurisdiction in which he
may be called upon to act insofar as I am able by law to do so.
POORl'H
In addition to the powers conferred by law, I authorize my
Executor in his absolute discretion:
~
A. To retain in the form received, and to sell either at public
or private sale any real or personal property.
B. To manage real estate.
C. To invest and reinvest in all forms of property without being
confined to legal investments, and without regard to the principal of
diversification.
D. To exercise any option or rights arising fran ownership of
investments.
I'
E. To corrpromise claims without court approval, and without the
consent of any beneficiary.
F. I advise my Executor to secure possession and control of my
property located at One West Penn Street, carlisle, Pennsylvania, irnnediately
after my death.
.
!!Y.llOO fX. 112.881
1. Real E.late (Schedule A) ( 11
2. Slack, and Bond, (Schedule BI ( 21
3. Cla.ely Held Stack/Partnership Inlere" (Schodulo q (3)
4. Marlgage. and Nole. Recolvoble (Schodulo 01 ( 41 .
5. Co.h, Bonk Dopa,ll' & MlscolloneaUl Perianal Properly I 51
(Schedule EI
6. Jolnlly Ownod Properly (Schodule FI ( 61 .
7. Tran,Ier. (Schodule 0) (Schedule LI ( 71
8. Talnl Gro.. A..". 110101 IIno. 1.71
9. Funeral Expen1e', Admlnl1trallve C01", Mlscollaneous { 91 .
Expen,e. (Schedule HI
10. Deb", Morlgage lIabllltle., Lien, (Schedule II
11. Tolal Deduction, (10101 lines 9 & 101
12. Nel Value of E.lale(llne B minUl line 111
13. Charlloble and Gavernmonlal Bequ"ls(Schodulo J)
____!~'-~!'.-Y~lue _~~le~~loraxJlln~ 12 min~'~.n~13l_._ ___
IS. Amaunl of line 14 taxable 01 6% ralo (151
(Indude value. Iram Schedule K or Schedulo M.l
16. Amaunl 01 line 14 laxablo 01 15% ralo
(Indude valuo, /rom Schedule K or Schedule M.I
17. Principal lax duo (Add lax from lino 15 and from llno 16.1
18. Credih Prior Paymonts Discount
+
19. If lino 1B I. groalor Ihan IIno 17, onlor Iho difforonco on lino 19. This l'lho OVERPAYMENT.
all
20. If lino 17 Is groalor Ihan lino IB, onlor Iho difforo"o on IIno 20. This i.lh. TAX DUE.
A. Entor lho inleros' on Iho balanco cluo on Iino 20A.
B. Entor Iho 10101 of IIno 20 and 20A on lino 20B. Thi, i'lho BALANCE DUE.
Ma~e Check Payable '01 Rogllte, of WillI, Agent
~u::'-:'''-~:~:==--'..i'l SURI TO ANSWERATi QUISTiONS ONAEVIRSE SIDEA"'O-TORICHICK MATii4I..---...
Undor p~~lol of periury:~t'~f~clo~o-it,al I h~~-n ~l\'~;;;j~'~-(j"jhi~-;~I:;;~'. -i'nd~ding Cl(~~mpCl~yi~g ,~'h'~d~I~, 'C1~cj'-I~lo~-;;n-I~~tl~tTk;lh;b~-;-I.;r;;y-(~~ledoo Clnlbefi~f,
it 1Ilruo, (orrocl and comploto, I dllcloro IhClll1l1 rool 011010 hut boon raporlod uI truo morkol "nlun, Dodmotion of p'"pnror athM Ihan tho porsonal reprosontalivo 11
bCllod on 011. Inlormatlon of wokh propCHM hm (my knowlod9.0
iIGN~.~.' D.' PfRJ...N.....R.E$P~.. ."" .'OR IILltW REfURN. _ .~~R1;J A .
(A.C( Ii.- . 10tVJ.<-<.. 6 r~ ~.Ir
SIGNATURE Of PAfPARER OTtlfR THAN RfPRfSENJ^'IV( AllORf~S' ,
...
I';!
~~~
029
",10
'"
c(
I L/ - L\) II 5 ~ Y
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
fill NUMBIR
IS
~
Q
~'i'9
If<. .<(\
...... J,Ni>
COMMONWEAltH Of PENNSYlVANIA
DfPAR1M!Nl O' RfYfNUf
om 280601
HARRISIURO. 'A 111280601
OECEDfN"~ HAMl ILA5T. IIIIST, .\ND MIClDLE INITIAl!
COUNTY CODE
O~CEDE'N"S COMPlETE AODAE~S
.;2.1
94
491
YEAR
NUMBER
BARIC I MADALENE .1.
$6c(..{C~U-URI'Y NUMBER'
PT~~;;~i;~~ Il>Al~~~~~/94
[.I 2. Supplomontal Roturn
ONE WEST PENN STREET, APT, 403
CARLISLE, PENNSYLVANIA 17013
CO'"'I CUMBERLAND
I I 3.
201-18-3008
k I I. Original Rolurn
Wi
..0
OZ
u2
RemaInder Return
Ifar dales of doalh prior 10 12.13.B21
J do. Futuro Inlo(oll Compromilo ! 15. Federal E,tate Tax
(lor de"o. 01 doalh ahor 12.12.821 Rolurn Roqulrod
IXI 6. Docodonl Died TO'lat. [ I 7. Docodonl Molnlain.d a Living Tru,l _ 8. Tolol Number 01 Sale DeposilBoxo,
_.~I~ch copy of Willi (Allach copy of Tru.l) _..__m_..___..____....___.___.__.__
ALL CORR'S~NDIHCI AND CONPlDINTlAL TAX INfORMATION SHOULD BE DIIUCTlD TO. .
""'-L~W. BAR;~---- T"'''::''~~:::'' -S~R;;~-----
lilWioNHiuMIER- . . --... .. . .-- m.. .. CARLISLE, PENNSYLVANIA 17013
_,.L~7.1.7. 1 o=f.~3-2.668 n. ....._...... ._~'m. ..,.UL__~"'_~r_~'_"_''''~_=_~=_
[ I 4. lImilod E,'alo
41 U9,~Q
z
(\
S
E
~
..
1,815.56
(81...__,,-,179.36
(101. .
(111 .___...l,~~~.~..._..
(121 ..._._..~.1}63.!.~.Q....__h._ m
(131 . ..._...._
... m_.._._____J!~L"__.c 2 ~~62~~0_c_"_'_"'=.::.
.2,363.80 K.06= Hl,eJ
(161.
.K .15 = ._
Z
o
~
!;
'"
2:
o
u
S
(171
141. 83
Inlorell
(181
(191
(tlo(k hero If you (lro roquosllng (l rofund of your ovorpnymont.
141. 83
120)
(20A)
(20BI
141. 83
('~/PI}.
bAiE
r l(JV. S''J/l 'J t!
DAH
170/3
uv,uoeU,.1f.l71 ,
*
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Pllall Prlnl or T .
FILE NUMBER
1-94-00491
'.
COMMONWIALTH 0' PlNNV'WANIA
INNIIIlANCI TAK In IN
IIIIDINI DICIDIN
ESTATE OF
MADALENE J, BARIC
(All p,.portv Iolnllv_.,d with tho Right 01 Su..lvellhlp mu.t b, dl"I...d .n Sch,dul, PI
ITEM DESCRIPTION VALUE AT
NUMBER DATE OP DEATH
1. CHECKING ACCOUNT, DAUPHIN DEPOST BANK & TRUST COMPANY 3,876.53
2. CHECK FROM CAPITAL BLUE CROSS 49.25
3. CHECK FROM ONE WEST PENN APARTMENT CENTER 3.58
4. MISCEI.LANEOUS PERSONAL PROPERTY 250,00
TOTAL (Allo Inler on IInl 5, Rlcapltulotlon!. S
4 1 9.36
(A"och oddltlonol 8Ywlf M 11" ,hUll II mClr. 'pan II "..d.d,)
m"'~I1!l(."1"61 .
HADALENE J. BARIC
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCEllANEOUS EXPENSES . PI.a.. Print orIrpe
~ FILE NUMBER
1-94'.00491
~:,:~
COMMONWfAl1I' Of PfNNmVANIA
INHfRITANCE lAX mURN
RElIPft:!' DEC!DENT
ESTAtE OF
"
ITEM
NUMBER
A, Funeral Expenlell
DESCRIPTION
AMOUNT
---.,..---
1.
2.
EWING BROTHERS FUNERAL HOME
RICE MEMORIAL WORKS
19,96
893.00
I
, ,
B.' Admlnlllratlve COlh,
1. Personal Reprelentatlve Comml..lons ,
"
Social Security Number of I'ersonal Representative,
Year Comml..lons paid _ ---.-
2, Attorney Fees
3. Family Exemption ' '
Claimant Relatlonlhlp "
Addre.. of Claimant 01 decedent's death
Street Addre..
City State Zip Code "
4. Probate Feel 17.00
C. MlleeUaneaul Expen"l! '
1. CARLISLE HOSPITAL 696.00
2. WILLIAM J. PHELAN, M.D. 22.19
3. PENNSYLVANIA POWER AND LIGHT 17.41
4. UNITED OF PENNSYLVANIA 16.24
5. CARLISLE COMMUNITY AMBULANCE 110.00
6. RWC EMERGENCY PHYSICIANS 23.76 .
TOTAL (Also enler on line 9, Recapitulation) $ 1,815.56
(If more Ipaee II n..ded, In..rt addltlonallh..h of lame IlIe)
~
'0
~
: ~I
,
J"\
~'"i
\1
~I
\~
'~
\I
. ,
,
.'
1'HIRD
I nominate, constitute and appoint LEE W. BARIC, as Executor of
this my Last Will and Testament. Should my said Lee fail to so serve for any
reason, I appoint DAVID BARIC, ESQUIRE, Executor of this my Last Will and
Testament. I relieve my personal representative from the necessity of posting
security in connection with his duties as such in any jurisdiction in which he
may be called upon to act insofar as I am able by law to do so.
FOURTH
In addition to the powers conferred by law, I authorize my
Executor in his absolute discretion:
A. To retain in the form received, and to sell either at public
or private sale any real or personal property.
B. To I1\3.nage real estute.
C. To invest and reinvest in all forms of property without being
confined to legal invest:Jnents, and without regard to the principal of
diversification.
D. To exercise any option or rights arising frOO\ ownership of
investments.
"^,
E. To compromise claims without court approval, and without the
consent of any beneficiary.
F. I advise my Executor to secure possession and control of my
property located at One West Penn Street, Carlisle, Pennsylvania, immediately
after my death.
,
REV..l5'47'~;' AFP (08.94* ;'1; :)'!J S
l, ~IiHO"'EAl1H OF PEHHSYlVAHIA ACN 101
'OEPARTHENT OF REVENUE NOTICE OF INHERITANCE 'fAX
, IUREAU OF INOIVIDUAL Tms APPRAISEHENT, AllOWANCE OR DISAllOWANCE
~i::is:e~:~lpA 17128-0601 OF DEDUCTIONS AND ASSESSHENT OF TAX DATE 01-24-95
ESTATl! OF BARIC M FILl! NO. 2114-049C
DATE OF DEATH 04-24-94 COUNTY CUMBERLAND
NOTE. TO INSURE PRDPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAVHENT TO THE REOISTER OF WILLS, HAKE CHECK PAYABLE TO "REOISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
('
~
-=
LEE W BARIC
645 BELVEDERE ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERL~O COURT HOUSE
CARLISL~ frA 1~13 ;,\1r,
r:. I',
A~ounto 1~liled .
..<:
.. (]\
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORD9." "
il 'EV: i54i- ii<" -A Fii-i oii:94 Y -No Y i c r -6 F - "iNHiiiif AN-CE - YA x-Xli pilXi S EM E'Nr; -A U:OQAN"C E. jlll- - -" -;~~ ,. - -. - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF u'li.AX . , C1, [)
ESTATE OF BARIC MADALEEN J FILE NO. 21 94-0491 ACN ~:Ol Gi DATE 111-24-95
TAX RETURN WAS I (X I ACCEPTED AS FILED
( 1 CHANOED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAiSED VALUE OF RETURN BASED ON: ORIGINAL
1. Rell Eltlil (Sohldull Al (1)
2. SIookl end Bondi (Sahldule BI (2)
3. Clollly Held Siook/Plrinerlhlp Inlerl.I (Sohldule CI (3)
4, Harlglgel/Nall1 Rlollveble ISoh.dull DI (4)
fi, Cllh/Blnk DIPOlllI/Hlla. Perlanel Praplrly (Sohedull EI (5)
6, Jointly a.nld Properly (Soh.dule F I (6)
7, Tronlferl ISohldull OJ (7)
B. Toill A.leil
.00
.00
,00
.00
4,179.36
,00
,00
lB)
4,179.36
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funlrll Expenlel/Ad~. COlll/Hllo. Exp.nlo. (Sohedull H) (91
10. Debis/Harlgogl L1obll!illl/llonl (Sahldule II 1101
11, Tolll Dlduollonl
12. Nei VIlul of Tux RlIurn
13, Chlrlllble/Oavern.enlel Bequoll. (Sohldull J)
14, Nel VIlue of Elilie Subjloi io To.
1,815,56
,00
Ul)
(2)
USI
(4)
1 .Al G 1i6
2,363.80
,00
2.363,80
If an assessment wes issued previously, lines .4, 15 and/or 16, 17 and 18 will
reflect figures that include the total of 6hh returns assessed to date.
ASSESSHENT OF TAX:
15. A~ouni of Llnl 14 II Spou.ll rile liS)
16. A~ouni of llnl 14 loxoble Ii Llnlll/Clo," A rill (16)
17. A~ouni of line 14 lo.oble Ii Colllilrol/C111. Brill 1171
18, Prlnolpol Te. Due
NOTE:
.00 X .00.
2.3~3.80 X .06.
.00 X . 15.
(lBI
.00
1 {,I, 83
,00
141.83
TAX CREDITS I
PAVHENT
DATE
11-09-94
RECEIPT
NUHBER
HH913158
DISCOUNT (+ I
INTEREST (-I
,00
AHOUNT PAID
141,83
TOTAL TAX CREDIT
BALANCE OF TAX DUl!
INTEREST
TOTAL DUE
141.83
.00
.00
.00
. IF PAID AFTER DAT~ INDICATED, SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST,
If TOTAL DUE IS LESS THAN fl, NO PAVHENT IS REQUIRED,
If TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAV BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS,I
RESERVATION I E.tatl' of dlc.dtnh dying on or btforl Otcllo.r It, 1912 ... If InY future In"rut In tht utltl It tr.n.flrrtd
In po.....lon or InJOY'lnt to CI... B (colllt.r.l) blnlflol.rl.. of the dlcld.nt .ftlr thl Ixplratlon of any I.t.tl for
Ilfl or fo~ YI.r., thl Co..onwlalth hlr'by IKpre..IY r...rv.. thl right to IPpral.e and a..... trln.far Inhlrltanol 'IX,.
at thl lawful Cia.' B (collat,ral) rate on .ny luch future Int.r..t.
PURPOSE OF
NOTICE I To fulfill thl rllqulre.,nt. of Slotlon 2140 of thl Inherltlnce and E.tat. Tu Aot, Aot 12 of 1991. 72 P.S.
Slotlon 2140.
PAVKENTI D.taoh tha top portion of thil Hotlo. and .ub.lt with your ply.,nt to thl A.yl.tlr of Will. printed on the river.. Ilde.
"H.ke chick or .oney ord.r p.yable tOI REGISTER Of' NILLS, AGENT
All pavlont. r,cllv.d .hall flr.\ bl appll,d to any Interl.t which ..y bl dUI with any rl.alnd.r IPpllld to th. tlX.
REFUND (CR)1 A refund of a tlM cr'dlt, which wa. not rlqu'lte~ on the TIM Rlturn, ..y bl r.qualtld by co.plutJng an "ApplJcatJon
for Rlfund of P.nnIYlvanl. Inhldtlncl and E.htl TaM" IREV-UUl. Appllcltion. art Iv.llabl' at thl Office
of thl R.gl.tlr of Will., .ny of thl 23 Rlv.nUI Ol.trlot Off Ie.., or by calling the IPlol.1 24-hour
an,wlrlng "rvlc, nuab.r. for for.. crderlngl In P,nn,Ylvanl. 1-800-362"2050, out.ld, P.nn,Ylvanl. and
within 10cII Hardtburg "" (1171 187.8094, TOOt 11171 172-2252 (Hurlng I1p.lrld OnlY),
OBJECTIOHSI Any party In Int.r.tt not latl.fl~d with the appr.I....nt, allowlno. or dl..110w.ncI of dlductlonl, or ........nt
of talC <lnoludlng dl.count or In"rllt) at thown en this Notlc. .ult obJlot wHhln ,hety (60) day. of recllpt of
thit Notl(1 bYI
....wrHten prottlt to the PA O.p"rtlllnt of R.v.nu., Board of Appuit, DEPr. 281021, Illrrhburg, PA 17128.1021, OR
..e1.otlon to h,vI th. .Itt.r d.t.r.tnld It Iudlt of the account of the p.rlonll r.pr...ntatlvl, OR
.....pp..1 to the Orphln.' Court.
AOHIH
(SlRAlIVE
CORRECllOHSI
Flotu.1 error. dl.cov.r.d on thl. ........nt should bl addrl..td In writing tal PA O.part..nt of Rlv,nu.,
Burtlu of tndlvldual TIMU, ATTHI POlt A.......nt Revl.w Unit, DEPT. za0601, Harrl.burg, PA 1712e.0601
Phon. 17171 787-6S0~. 5.. PIOI 1 of the bookl.t "tn.tructlont for Inherlttnol TIM A,turn for' Auldlnt
Oec.d.nt" CREV-IS01) far .n 'MPI,nltlon of ad.lnl.trativlly corr.ctlbl, .rror..
OISCOUHT I
tf anv tlM due I. plld within thr.. (5) c.landar lIonth. aft,r the d.c.dlnt'. dl.th, a flv. plroent (5X) dlsoount of
the t'M Plld I. tUolltd.
IHlERESl I
Interllt h charg.d b.glnnlng with fI,..t dly of dlllnqu.ncy, or nln. (9) 1I0nth. .nd on. (I) d.y froll thl dati of
dllth, to thl dat. of Ply..nt. TIMII which b,CI.I d,lInquent bafora JanulrY I, 19.2 bur Interllt .t the ret. of
.ix (61:1 percent per .nnull calculated at . d.lly rat, of .000164. All tau. which b.e"l delinquent on Ind ,Her
Jlnuary I, 1912 will bl.r Int.rett at a r.tl which wJ11 vlry frol e.l.nder YI.r to c.llnd.r YI.r with that r.t.
announced by thl PA D.p.rt..nt of R.Vlnut. Thl apP11elbll lnt.re.t rlt.. for 19.2 through 1995 Irll
'!!!! tnt"ut Rat. 1I.Hy Interltt Factor :!!!r Inttrllt R.tl DillY Int"ltt Factor
1982 lOX .oome 1987 9l ,OO02~7
19U W .GOOUI 19"-1991 llX ,000501
198~ m .000501 1992 9X ,00m7
1985 III .000516 1991-199~ 7X ,000192
1966 10l .00027' 19q5 9l .0002~7
. .I"t".., II caleulat.d at followlI
IHTEREST . SALAHCE OF TAX UHPAID X HUHIER OF DAYS DELIHQUEHT X DAILY IHTERElT FACTOS
".Any HotlCl I..ved ,ftlr the tn blOOM. dellnqu.nt will rlft.et In Interllt e.loul.Uon to flH,." UI) diY'
b.vond thl dati 0' the ........nt. If ply..nt It ..dl Ifter the Inter..t OOllPutatlon dlt. lhown on tM
Hotlet, addltlonll Interllt "".t bl calculatld.