HomeMy WebLinkAbout95-00764
~
PETITION I-OIl IlnOIlA TE ulld GllANT ~... U:Tn:n~1
Eslale of t,;?,o '-{ 11, 6a rr, c. /<. No, 02..1 q 5 7 f...p I
also klloWII us 7T __ To:
Regisler of WJlls for Ihe, J
COIlIlIY of (II mMI',Q " u. in Ihe
17if-C> 5 -I ZLDset'al SecurilY No, Conllnonwellllh or Pennsylvania
, The pelitlon or Ih especllu y represenls Ihlll:
Your pelitloner(s), who Islure IN years or age or older onlhe exeeul(>('\
In the losl will or Ihe above deeedel1l, dOled _Dec-. I If ,
and eodiell(s) dOled
named
, 19l:..b-
(slalC' Te)c\'UI11 drCmmIUIIl:CS, (,8, rCllundnllon, llcalh of (',<<uta,. CIC.)
Deeendelll was domiciled 01 death In C~ '" b oLr (<Lrd. Counly pe~5Ylvop,lo, with
It ,~ lost raml1y or priaclpol..resldenee 01 IkO AAc. A {I'I"''- Ch. <0/ l'.,.rllll~
P~l . \t..!F.~-r ''''<::''-',.J)fi''l:.H:.\:} T~w-N~Il." .
(thl lMeet. number Gild tnunci['lalil)')
Deeendenl, hen yellrs or age, died S"-p.r, J-y. 19t:,-
at ,...1, A
Except os rollows, deeede", did not marry , was not divoreL't! and did not hove 0 child born or adopted
after execution or the will orrered ror probole; was nollhe vlellm or 0 killing and was Ilever adjudicated
incompetent:
Dccendent at death owned property with estimated values os rollows:
(II' domiciled In Po,) All personal prop~rty
(II' not domiciled In Pa.) Personal property in PenllSylvonio
(If not domiciled In 1'0.) Personal property in COIlIllY
Value or real estate in Pennsylvania
siluoted 05 rollows:
,19
$ '1,t",.{Lt~r,,'"1. el...""'{.oo, 000
$
$
$
WHEREFORE, petitioner(s) respect rullI' request(s) Ihe probole or the lost will and codiell(5)
presented herewith and the grunt or lellers_/7 ... T A /\A Ci IV..- A (.2.~
(testament aT)'; ndll1inisl ill Ion C.I.R.; administration d,h,n,C'.I.a.)
theron.
i
'0_
'n ~
",if
c
'00
lr"
_'6
~..
l!~
CO
~
Vi
~'/J,?~ :I ~
> ~(' R:::-: I f:: L dJflE.B I 0,
'i\, ..M.A h ~ Lt"~/'rAJ
; t!:~? 2t~IC_Krf)
. fll.A~ L,\l I~;~
V
LJ.fLJvk/lL""J:(''''''''<'< R.I,
, /Cnl'-C' ILL. PI" 171)1"\
- :l!/ (1n.'..un.Lc v~ t:.~.
NFwv,ur I'f't' _ 1'1:1.4\
'>:0<> 'R/lP-N~ TI\ ~ LC I-D.
, ell"- ...,J U:, P('o no')
~'+:J- "1/ ~
'77(" 5!b/
'2.,(3-~ ~ I
OATH OF PEnSONAL nEPnESENTATIVE
COMMONWEAIQ" 01<' PENNSYLVANIA } l:IS
COUNTY OF u(ht''Jadtur101.
Tile petitloner(s) above-named .weor(s) or affilln(s) thaI Ihe stot.menls In the roregolng petition ore
trlle and correct to the best of the knowledge and belieI' or petitioner(s) and Ihot os personal represen-
lotive(s) or the above decedent pelllloner(s) will well and trnly administer the estate according to low,
. ~ ~ I? '.f
afr~rlll~~ ~:;:~:i:~~ 1)1; Ei?J::f:;j
c. LEWIS Rt'IIi,rtcr1, ,:1
t/l
00'
~
~
~
Estale of
No. , 1 "q~~7"~
L~o't A . /'3~
I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCT~ER 13 1995"', In consideration of the petition on
the reverse side hereof, salf5factory proof havlns been presented before me,
IT IS DECREED that the Instrumenl(S) date DECEMBER 14 1976
described t rein be admitted to probale and flied of record as the last wflf of /.. e,ea
1(.
and Lellers
are hereby sranted to
anti
~fr'
MARY
FEES
Probate, Lellers, Etc, ......... $ 305 . 00
Short Certlficate5( ).......... $ 1" n n
Renunciation ,...,...,......, $
JC'D $ 0; 00
TOTAL _ $ 325.00
Flied .. ,GOTOBER ..],J.,.. ,1,.99,5.. .. .. .. ,
10'{('I1M?' D01.l6I-A:::'
A1TORNEY (Sup, Cl, I.D, No,) 3?12.lo
,..,}7 Iv, f'/, 'j h !>' r
AD6RESS
&t/, ~ I~ fl... l717J z-yj ~t710
PHONE
~p ,~ 'o?]
:i 'q ;. f'
',,'"
ltJ
/'0.'
'.0
--Q
.r~
;\2 f
~, ..
"
-
~~;.
U1
NXlxxm LETTERS AND ORDER TO ATTORNY OCTOBER
1995.
, ,"
;,: ::: "" Ii:; I;'; ;i:l\;;iil;l~i:l;I\:S):,;', y~ ~:,),';i::: ;11';::,;1,)' : /;, \:,:;;; ;1!>\:;;'I::' '
" 'j !II' ,Ii _lOll ,.it Hf,' f' ''<''^ ~",' . r ,. <, >~y " "" ~ ". t } ,,' ,., . h .d'" ,. ..
!, '" " ,,' ,1 ;,;, '.: ,';ni::;1'~:~'~l:;' ,; 'I" -" }).,. "'t"L'~!:~~1.2-, ~)~'.' P,-l; :~: r<' :;l-:::""l_:J,l:~f,,;:,';>'-1 ',I:
, I ,'1' .<, ''''''.''';!<,i:q)l~~; H ;, ' '~, . 'i'" 1<1 t ~~. id!d11 ,,',~ 'v-' , '_' t :t~,,:...t>n< dOl I "~~ ", ,'~"
I, ,I !: [ " ;;;.:! :,';'11 '~'lq'<"l;:;:;';," ' nL, '^ t ;",;!t ".'~~;;;'''i',q> 'i; ,I ~}~. ~ 'l~t!1 ~.'..:q l~n::J :,', '-:d<:
1, ( l' '1'1"IH~ l.t;-'!lj" "P!I~,LL,!'~h"L ' ,'if1, i~t 1'}:~!~~'fl ,,q opf t',,, tt;L;,HH~ . 'n,<,'d. ~qlb<":~l"y'",l, '
.. ,t' . f .-'- .,T, \' .J '!~"" ,.," 1, t '- '~'l, '" J.'" ~~,,,.."..l 'd!'>~~ h. '~ ,to _ ~ ~..e l "
t ,," ! ,ll!l ,t."d, It !Pt1{,'-, ,. tl,11 <""~' ,,<1'1' ,,I,. ""',~ -; "-l"'" ~"'~'Hi' ~,}'n h. i~..tJ'! ,.~>il H:'f'H'''t,,,
1 ' , 1 ',' 'I' {.J 1:'.., -', ~n'~;4',: t,,'1 ,t'~2't- .t 1.,< <~-~;~ ',*q', ~~,HThj~ " 1,. ,"' .~i. ~~ l,J:f" ". "" 'I
'1" I' " 11,~,jt i,hLl~I'H~ ,fihflI:P;\"l>'i'lt-i1'ltS~~i ,pH.f'~-hll'~,~~.lh~1 j"1;1~'}; >i " ;q'iHV t!1ttl~t'!Jht.iif J!-J~h1~'C~ ~IH:.
H' \. .{,.> \'.~ l I ..} " ,'~i.'... }' " >.j, L ~ !';'~ ;',~"H' I, ",t ; 1. f"<~. L.,;., ~- <~ . <.'~'~ '"~-,~'.. ~ "~'H<_..'-t.<,T
J. " l' ,1"1"", ,~. l1lli.t!ltll'Hl'-%I.tlllt:f4Jrtijlfl!"!"'" '.'~l,!J ..i"L!->'*rh~, ,j'H 4"T~'fn~"dtrtl'!JHi"I{.i<Z'T't.h"ii~J~.~d>l t., ,
I", :' '" l"!I" "I!" oj:, ". '1'1' I <:P" ,," 'l " ;<'~'''."'jqj'la,~~ f-." lit *j~I~,,<;. ", 1.~.t'ln;~tr'H c'l! t>li~t I
I".i .1", ,.1' II ~~ ,,1 111'lr,d'," "H 1'<1.. ',T< ~~~J'I-,.~;,hlt! ),".~ , ,,,-,,,,,,~;<."<jo".~_t l,B j;'i~l"~'i'll lP"'\'III' ",I I'.... ,
. "i" . " T '" ~. f t ~4 ~ j' ,,~ ' '. ",~I '" b"~ ,", 7 .,.<'r, "I"' t'l'<tf ,;I '" "d' " , ',.,.
I,! ""',1..,",",, 11.l.I","!II"I'"I\' '!d,;,.,q"l'l!l f" I"~ "In,,' "I""""I'! T' ,,,L.l'II'!'''''']!'''' , to"",Ll!'WI",. ,
Ii ;\1' ,t 11,n,.Ll;'I"lh hlHit'II l~{n ';:hnPJ'!;nJ~r~:;;ij.h~Ph:;~"~ILI"~;"~ :'" "~glq t,};:,hf:q:l-ot1 ~ fhli(I"II'lt,.~PH';1b~};J l'iL1t:;lil '
I 1 '.<., ,..1,', , _i.c'i:. "'.,,.' Jl'11'" ,..iIIJ "I'!II,,,lJ ~'-'l "r;il<-~HI''''''4,'v~~-';--~''I'"~ "1,,1.'! ",I" ,h:~.~,l'j-J'<li'I!;' .:;.It ~
,,, , (' '1 ~. p.! . -,; ...", ,< . "~,.^::. ~ , , ,'""" >j -" ::, .1' ~. ,1 <T .... . lr.. ,c .."
1 !l' '/; 11: .jl r ' Ii f'; i 1 i'll .1'I'HIijl'llI' Iil'HI'd~lqHP1LI,.~!I! ~:infl:rI ~f!'li!{!;i' !t~ilt~:7ii~1!ii!ft ~~~l,;!t d~iHI'~Hl';!I:IH~ffit;lhlVtli!~!ilttil'PII't;iitf! 1
,d, "jI" ,', 1'''1' !' I' '1'1 ", "!" ',I, """j' 'L '"Il""ll""II""""""''! "T ','," ''''I'hl'''I''lll'''I''I' !'\'I'
;1 lJ,~':lJ <IIi! ::!'.;: ,tl'l! ~rI:~\I~ . ilt ,q! :!t 'l'i!lti!>"H~';lPt$dH~ tt'lpjfi!}"f'i~<l~:ri H;~~Hl}IHff'~if" ~-~ j'l~ Ii:: ~lllf (,} 1 t ;;1 :
, .',", ,,! . ,q l' , 11 { .i "I' < ~~ h'~'l\ i,! ~ l:~l,tl.')fl:~hi ~t' .fhH >r ,,~~,: <.~, q-';J:~l. ,.-4 '- ~ .~~ ~. Hl.'1' I
,I j" ,I"" "'\" '11-\"11,.1,"'11"1,111, l'l'lh"I"".,.>!,!,ll!""""'I"""""'" ,....I'""{,h.",,, '1,1<11.",1,1< '111'1"'''' 'i'I"'I'"
J <". '/. ,'!' i '1"1'1' I !'j "'"!'" < I 'v.' "/"1 "llt~l'l~ r t~>::;<~''f'~I'1 -~1> tl""'l"l"l !....i ' It ~ /"1"" ~ J" < !'1 '! ' "J itq'
, '-I"!'!I'i '" q, ,t i i '<!'; ; ',-,' I' "!~: ir~ ~pL'.l" lli.-,..f'!'P\l;:'j Li 'ld'~' ';1 'I: ~'!~<,il"'lli~ '1' 'I' "'I'; ~ l /,.1,
! .' I 1'" {,'d\" ~ !"-"t t i . 'n .' ~t~t,-h;~q. ,-t L"f~,hh.' ,,1 ~H J-. j",,;:,.,dj:! ~t.~hi'-. ~ q. II ~ {:. ".- J p.'tjt,. I
I, i Ii,,' I, i 'j' 1: 'j'\ \'-1;; 11111!11' 'Il"ll J',lll'llillll! !11!1. ;llljll'lOJ'j ;'.' "IWH!!i1'j'P:I'jlljl1,;lEHH1"l;i ,il'lll l?;i!l'l'l'il' IIIlLI"lll"jlll' nl'i';I:I' '1'llll'!I,li!"';
'\' 'I"'" 'I ,., '1'1 ,I .', 1'1"1'1'1'" " , !l'lI" "'I"".", 'll ..,,,'1171; ;"' I "l'l:" 'III j )11 , II fl,'" '1'1 "!!' ",-
, I I L'I ,;,<':1\1 ~ d" j~:;IH' ~l jllll,lll,;~jl.hp)'" ',! '7." .,~H;l' '.IH~: ,'h" ~ ~.,. 1. 'j" l<:!~" ",~l' ~~~;~.t 1'1'" '
'j " ,'t',,", ,~. I fl I' I .1. .t, PH rIlL 1~ T' ~hH, ~ i H,1 .1'h~'.tH uq I l'f ~I 1! ~., ~ ; ..' .. d' f p,
II j<" ",,,,,,,,,,'d,,,I,i'l!lllj.!llll ,I L Il!!lll'IJ!'''''''IIII'''''I'I''lLI'III'J!''H" .""""""I..IJ{ll"'\''''''''''' hi' !!i.'!'l".!,l!l'"
III' , '1'1'\' H'" " " I II' 'h "II "'l'l "j "n_"l" "'''',, I" HI' '1' I" 'j'l " ,,'I" "'! I .'
'd,.:;',l'Lth2di'III!"il'ji'l J I 'i: h.g H "lih "J~HHI~h ff't!i~ .:-i',;lr~!~H!Ln;h t~! H HH ,tiLtl i :1J' jlll'll J ildit:
. !!, q! li ,,)1, ~ .J ,I x 1 t ~ :~. I t!t 'f.~j ~t.".. tf nl {.; ..1 .1.t\." Ht{.~t l ...'It . Ii ~ , ::ht . ' ~~ .n,,'
'I I'll ,", ""'" ''iI'' "lll'lllnIL['/'ll II '1IIlll.'II,d'l''''hIHII'''''I",lhij'III!''I'"'h'''''I<'HI'I",'j!'I!'l"i!!/lllll."ll"'I'I'lll'!l!' Illllh""
j l\lll'li!'lqq! '111111 ~ \' 'I } ~ .J ["H'- lhfthB~'hi ,:r1f{ ~JHII '! fi'H~H~: J:~.,H.UI.!'. t If; "lff! i ! t ! ~ l 11 lP U:,
II, lilh: lli;!!,'!!:!! lil't'ifll!!l' 'I 'I'll llllirl nCjl'I'liilifl'HlllijIHifl'IFi;Hli!:ij' (!lI:jiH'i!llm!I!WI'I!ill'Hl!'i!!;~1!I'. !'llll'lll,illilill'IIl!:IHl!il'I'"I';;; ,;
I '1I,III,ll!\< ""I'llllll 'I I' I III !I, Ill!!' P'i'j lhj .\1",1:>" "j"I'I!\'II'I"j "'lll' "1 j,hh I I"' 'I!, ! 'I"!',' I ' ".n
. ill"I,!: l! iil,! !! ',' 'nfl I '! 'lililll"!llhl,;II'1 iiiH'iil'll'III;'!l'jH' ;"jll'hHj"j'I[II'I'j'I'I' P'llll'llll 11/11'1'" ';:;';'.
\, "''I-'nl,' I, lql II Ii I tl 11.1' 'II ,1'11"lj'rl' 'Ill >,,,1,1 !"i'/' "'I ' ! ,I,'.,l'I' II ,1 .! II ",<,
I,' 1':II";!illl,,'b 1I"'ll"'ll'lllll!I' Il',II'! j!I"llll"J';llil'!"II'III,I'ill<"ll'j'lll"Pj.l!,hiHi:mll,IIIIIIII' 1"1' i hlll'l!iltilL,llli 111,.1. 1.,.111)1';"; ,
, I' 1"'1' 'Ii' I' I[ 4.'1 'j!!' . ,/., ' -I'" .,,! II'" ""II'I"'{'1 'I 'I 1111 1>"1"'111 III II, I' I .., '
Ii 'lllil!liillliilln' II' IL!!! ,Pil Iii' II h'l',li!!,! hlj!llllIlllHiII'! Ii Illllj'lji Hl!I!l! 1 fll IHlihlhllll'1 1'1'1 .1!11jl!l'Ih!:!ld,1 ;
II ,;ll'lllil"i'l""h II '!lli!! I, I II '!I"j'I';"!ltHh:,i'l "j,.!,hll .lhj!"Il'HI'1 j, -! lll,'liI" '!' l! I .-lj'!HI:il"I'"
l' !I' ~'i'" 1""1\. -i L i" 1" - I I \ J' 1~' LI1,! P1hit p. 1t'!~ q , Hr ~~ -'-<lq -!1 IU tr J ~fI!I}o . A li! "" I,,'
, i! Hi: i Ii 'I' ii' II III hUI hi III II I WI 1!I' Kijftllll'IIIIIIW+ 11'III'lll't'!li!!li!llI'I' i1!!ltHlllill\:llJlllhlHilI1Ullil' lll'l;nllli'lll'i!llillilllllillllllll'ij 111!1l!!: I"l, '
-" "'I'" , 1'Illill'i1""III';; , ! III jl!l,! "ll"'ll,!I' 'j""HUI" /'11"'>.1'" l' ,I 'j, "H!l 'J,,,,,ll'" Ill' I" II" /1'1'1,111'" ,
II '1:I!iii;iliht'jli'I'li!'j'!llllfr 'l!ilPil"I'~111i ,II'lj'I~', IIi II III 1i,'I' 1'llll'll! lillll!i!j!lW Hfl'!I.I'nHm!I'!'il'IIIlI'I,IIIII\"!li!'llilll'lilll'I!I't111'!11 l',l'/lll/!'n< '
" 1"""'1"'" 1'"lftl', jll' " l) -111<11' Jll'I'!'l'j"ll I"" 'j' '1,1 'II' II 'll"ll 'I t I ' ';,1.',,'
li '1Illi/!' " II ';",ll!,!!l, d II II 'I "'II!; 'Il!! t'N','.ll, Ill. HI' IL'II'I'! j" II II ill' Llh 1 !'It" I .11' 1"1","".'"
",' ''11'1' '" "" 1'1' III I Ii " 11" " ..,I,,. , f II' j 'l -" 11'1' "",
11 t 11 II 'lhi"i ii" I r f ~}I I ii, r;' ~ 1ft iF r i. d iO, ,I} I ii .. t I tH fl~;': ! "
" ,,!li'!I)II"I';III,II!o!,l,I,lllhlllllllll !1!II'!llIfII'I'Il!',,1 ,J!I,Ij;'II!\.I)llh""!l11I"IJ!lli1'liILj'IJ'!!"jil,jl'llll'll'II'I.!.II' I,d'l"'h'"
'I "I" , Il", 'I 'lj "!'ILl' I'! I!II! II' 'II, "II . l'hl'll'!'ji "'II ILl 'li"11 PI!'l' III I 'I ! "'! I"", "
': 1IlIWii:I!!!ll!lliIIHhJ!lH,IU!,11 ,ILl! II. iIHll.ll::J!!lIl1l1iUhHdilh1hlihl!lHnl,!Hi!!II!;11 illJhll'!Bl;Jl,1 Lhllll! twn,;'!,:: I
i, '11:lq';llP'j'll'llllll!'II'IlHlllllll"lljlibj'II'!llliHII!'!li!IPI"'!pl!'!!l,;Jl!i!l;;i'lj'!'llil;!l'!I~illjl: li!'WHlhH'I!!IIIIUI"llll'I'llilk.' ,r <'
; !~il J 1I'IIIlll 'Ilqll!,;f tl~l' If f ! .l'~"l < \ 'H ,~H'nng:;..n: PH.t, H tl,hi~! il! '''Pi>: ftl t ',,\, Ii'! ~ I '.if' it 'i t , .,,1
II '1 ,t ' '.llI.t '. P f ! t.t , ! -, . lld ,!it' 'iih~'1H"'I-~1~ ~~::'~h, t~.~P'tH it 1t~ ,} > t t, H! . J 10 }} I I} {.Jl.,. ,"
" ;l:, ,i i; '.' '1"1"" 1'1 II'" i lid jill' 1111' !1'llllll.\'I' jqllll'l'!' 'I' Hili' ~ 11,/ 'HlF"I'fl Pt'l'" Ii n ll!ll hlll'll'lllhlll;'l''!l'!' 11'1,1,'1 ili 11/11'11 lid"" i q ,
,I,;, '.1: ,I,! I .,'I'I!I'! ;,,1, ,Ii 'I jl"I"" \;1"1"10, I>!",,'I'''I'' I ';"1" lip"" '1'/, lllllllt.l' I! II' .',1 ! L',' ,
" ",...,1" ',", ,.., j ,,1', f ,.," "I" '''''~~1'I'!~' ~~~, ~ "l<.r, 0, >!" ,,~ ',!,. f ""I TI .tl~""' '\'"''
-. 1 H,,! i t, "^', '" 1>, I ,TO}' I,. -'. ' , .' , .~i'" o,'~"~~ t .'" ,.~ ]) f "ot "" i . <.~ , 'A ~ ,.'. >,
! I,! i," '," '1""',' I j'!' d l'r!,lll ,!II!,'li'IIIII!.II'II"'I,;.,'I!!':!II",n;'i' "lnl'l'i",'!';',' (Ii '!;I"j,!" "I",llhH1'l','lj',"1 Illl'lh!"!!!lbllll,,;"lh. ,;"
I" ," j'" , I 'f'l -Ji'" i,l' . 'II ,. , I' ~~.~ H i.~. '," 4Ji" 'l}~'~ 'ju},,,>" f:ij'PJi ' 1 . t ~ 'H ~"~,tll I P'I' i''''
i' ']'ji;II!';"ljl f' II ;1"'.'; 'ft. '! q! ~f' tft/Ph l'!~' ;;; ''i;;~p;~:p,dL~Jf',1 r;.~.:t '0: ~~ iT" "HthI f in Ii ;H i i Hir\: ,
Ii;, '! II i I;, n '!; Iii Jl! Ill, j 'I; I' I' II !l1111.I!l' /1111111 I ill;! Hl'Hfll Pii; I i [: Hilll II :Ff i'!l :!Il'll;; i F ;;;11' hll' ,n. m!'l!! h1!lhI1;IIII.IPI1,J!llllli n;: 1,,1
, 1.1;,,,./, 11"'11\ !Ill !l nil !lll"l!'"dh ,,,,,,,,,,,,..,,,,,,,,,,,,,,,..1,_,' II, ,II' "1',1,, ..11..",.!I! ''''11 'll"I'l""
, "1"1" ," Ii li;',/' " 'li!'I'I", 'l~' ; pi '~T~ll r'1:1"l;:f,:,~;,l;'"; "t,,',' J";';-J ht ',"'!".lr \j"r.".Qti11' ~pu"tn I,Hi I ~l 1 II':'
J ~ ",J l' ,jLI"j'. p. ;. ., '. :q: ~f { ~~! "''''I ,,,,~t,_;,,!~~.~}'t;p"p b{ -'<'It(.. "i~"~~'f" :U'i qr' ',,>'i'J>.[ "" J;:" ,,"".j
I ;,! Ii! j ij i Ii I ill III; III I!! I "I' I-I!!' tllllll,'!l !l'IHltll!lti;, H!!'iHIlPI!!; '1'1 i:' ,'II 'i; II g 'I' 1'; ,I dl, il Hi h!!l!! ii.ll!!: Ill!!, ljll'I'I'ifll'HI "I'IIll!Ulj! 111/, :'
I ~1.,,1< 11'1 <1 "I' !itln <I.,! I' Il<I.I' ''")','1 f.......', ,s.' , , :, ');".'1" If~ .. 1 ,\ 'H 'r l' I' ' lll'l! fl' '[',
,I" '.11 ,t, I",' ;: II <~. Illi'I':"n,I~J" I'; ::1" -..~" '~":<~,;"~i'T 1 ','" "I;L'~<<I';;':;~'l'l-^:j\., II ","~'i~< I 1,1 :; i" ,n "
" j '>" "I .HlI . II I I I" \ ;'. ';'I1,f": 1 ~!", ,'l; !lv 1;'":1>'; ',.; . ",'. .,", """I~P"'ll.;~j'lnhl"n t, "V ~ \: I' "
I IIi! ,I fl, 1"",'1 t ! 'd .,' 'jl il'j 'It> l',...l!'P, th ,J- , . ,~1,- H~h.' '.i.f<' l~ .'5 * ','h, 'II' _fl', .! if fi in" ' '
I' 'L,; : '11i""""1"I'I!!'iI"!l' ll""ll.llil'l' I.I,d,,,,,"II,' I'll'" ",-,-';;/'li".l'l:'"'''I'.''''''' 1""'1'1'" "",'i,J.h1. ,.II"I'!'I'" I
>l.. .{ ,IJ'd' " "1 ,1 ' ,q "I.< ," J.!, ,.," '" l' I" -'> i '"'. I r. . ~ T 1,~.~1 rl'" I ,I' , I';~ "III '1' "~'I II
I' ' 'i 1", " , " < 't.' '<I >t.tj ".," j'; ;~ l.' .fl. ,',~jnf' "-j..'\d l'lf'h .t...~" ,11., j- ~l'" .ju !'U ,l
,." lJ,.1 '^,' ," ,,' 1 UI 1'1 ,"<',' 'P ",'.- 1 ,', I"" '" f"'.. l U,p.. " 'I P..., "I' "1 ,~.. 't,
IP1i" ,.'1'/'1] ,Ph'j 1.,J!d1'jJd 11'fJtltil~'f'lh '1ft!'11:"q IH'd lJf"I'iPtIP.i-jtJln> 1.1 .'l:uii h,PlQ"qL:h;:di' il'j"llllp t ,
: ,.':;;'. '\ ,1; :Jj: 'il'l ;,p;; 'i. ;r;;j'ltP ,i .~:ptl"~; ,i~~:i!! i'~ ,:. ;::~!!;:~: .i; ~ ,1 ~t(1 <. '{\; Fl;l::~.: ~ :~;l!:Hn~ ::if,!t;~~~;t:Hffj:"L~1 lilt. Ii!;;; "
't' 'd'IJ'/j"" ,,i,l-fl'l,' ,.,.l 1" "'l:!f 1.~,tP"n 1/, ';q 1<!"l,_dff,~n;-h,h,lt fJ "~ \rl"'"~' O",!tOl<iq""'"$~'i!H tI' 1 fl' ,!!~;" '
, ", , '''. , 1'1: "I.,h,." ":"1' ,!,",., h";' ~ ,..~t',j,l i., ,-" n .,";'" '. ,. ~'"~"'<"l" :., ,Of'I"': ''''0'"1' I' 'I'"
i '"" I, ' 'I' I 'pi' 1"II!""j", I", -I'd:>>'-' ,"e'" ,p, ,., ~ ~~ ''',,'.' " 'f..'i'~' ,H~'" 'I,ql !::;1"",:..J,' ..t'. ;, " !
I,,", :""''1' 1~"'llq.." ;"<'l'tll"i t "'pr(~il}."i':: 'h'l'j' .:! f~'l:~' 'l"Fd' ;Iij" ',:II'l";'U!" .j~>;I.;::.qlj1ij ii. qt!I'li;;'~ ", ,
1"1'""" '''''1' ','" "II "llllll,,"'!h '''I'I,h'II'I<",;,'!,I'''''''I''''''. l"~lk,'l""! 1,"",',,, "",',' il;'i' \I!..l" '''1'''1' l'I"H'II' , I" 1'1. ,
I 1,'1 n '\,,' 'I -' 'i 1'1 I 'I" 'Ii "'" T," tr"<<" "J . " f ' . fJ' " ! < '<" ,'! Iln n..,.,! " "
III t /1:",'" ~,q, II ~ r :;-;1, t! fl.'" .1v~\ ~"<r::-P"~hJ"'i~~7~~'1 i.\<;<. ,~in'll.} ~;J} '!, qh"'} ~ oIll'l ~:h I: 'l~i' ,',;..
"1>1., I 'l,1 l' 1 l,~ r" hfh~' f -l-'.~ ....n ...~d" t~ ~,,~ .f~" f fl ,"f. "~f~'fi,d' J>P' j I ,~ 4 It' .i s" ., l , '
/\.1",,,,,1' 1'/"'''1''''\'1111 11,"!)!j'II!,,'ll'lll ."".! I '''/''I'o-",;"j..""",,',I,;[ q"I"".-!,"'I'jl';'II'I!'''!llIl'/11 1'1.,.LI"'II!." '" "
, u"" ~ I' I_ 'I' I' I' . ~ f '1,11'" 11~1 ."'~ ..';: .,t'Ht.<~I"-1 . 1 ~. ol'I~' "Hl 'I ",' , I ' \'HP!l I !' If , ,
, 'I .'jl"",' . i, "1" "1"'1' '!' d 'j' \ f~'-I'I-'" I ,~'l~,t'!! ,.d."~L.!..tv qH"'llh'~'H' f,l,ln~'I'I!1 I l,~ L ~ .' ,,' I' ,11"1 . I"" '
1>1 ," j ~., ., f " . I' 'f 0 I" .t, ~ 1 h . '" f .'''~ ".~" ,'-~'oI . Ii't 'II f . . ,. I
,'I , l"'ql,,,lq,,, 1"1,11,, 1\"', I'll' i III i'I"'II,"l! !Ihll' ,\Jjd..,l!l!!:j"III'!.,!jI'!"j'"dh!I";"I'j "i'I'!I'HI,,'i,!., '11111 !'" ',!" ,'1.',
I . 'n'" "1" " $' ...~ I' j I "111~1'" ~I'll~P! i .~~ 'I"" b ~ll' i .<,t~-~ ."'<1 Ii .'.A,. !I'll' I ill I I' .' ,
" 111<' ,<:'';; :.'" , . ~ 1',' < ,>. i,... ii'","'__ i ,. !'"' i~'!"'!' ,';1 :"'~{1t"', .' i .!"'~ 'IB .~..-~ !~,h~ih!"I~ ~ .' ,,,"!',
, 1 " \ ',", I.r ~'n ~!' t.i' l -, 't' ~- '" t 0 <, ,t'i"j~ <t "+<-" . Pf T "H~ .t 0 . . "'"
i '1'1'1' 'I: II! I ; <iI: ;,i! !l"I!jlll'I!;j'hjllllllllllllll'I!!ll'h!';!I!I!l;;"III'11!11Il"li{'!llil'II.!Il!I!III.lI'I!l"!IIIHIl;"llhhU! h 1II'IIIII'!lllll.!,,, 1 " , ,
, , ...,1i1",) ii!!' '1"1'1 it l'l'j" II'ill!;;' 'I H1!lilH'Hdl;l'IlIF'i,i1Iil;I';lliWlt'I!III'1l ill/I' jl'l'lP'i'IlIIl'lllj'II'I'j I!,l '111" ;; ,
\i lH~" 'Ii 'Td '1'''' t t", 1111' l~. I 'l'l~ .I"d,:.d;q;ltdlt;q~j l' ;~<'ll .j..illl~~t -\'flih! l ~d'lpthl~' . ~I 'It .11.., Ill""!
'I q:,~"qll'l !', ,l", . 1!lq ~H-jl . lit U j , t FHH.',F :!_~\"',d~~'~:-~~i :cL4J~ ~..~Of1;p ".,~fi"! ~fl'l'~ ,~'f~!:g'Ti 'I' "-IH llii i~;, , .
t I", '114 . "I ~ '" .~,. ,} , ,l.~ ~ . t~ A~.~ .,..~ <. ,~. < I~ ,,'.' "".~, . l ~.1. ~> ,,','
,! iil t11,,,,I!!\"I'" I!l, '''i'!'hIH.:!, hll"1 11'\"';'j'!'l1'\;""I.,j'h,I!!.:,""!<!ml'Il'lh'jl'j!'!'!l'>H'!!;j,j',nl,hl!,,;'l,ll,n!l. !", ,
,",,, , q t "" 1'. '. ~.'" q' , ~ 1'1 ~h!;'~"i ,,,~~,,-'d, p'hHr!qfl'~~pT' il....!I.,", ~~j!:~.dpl P,,~'i',iIT~~~", r}1-!"lln< If ' "
d H! II;:, In ~ 'I"'!" IlllIIIHJ,II.;.HPhlii HiLt.!~ 'Tlf!'PH~I>d;(;'i~:l.'H~ '~..~;,-L' ,'qdJt.fi$~.g"tr~, ,;~~~}~t';:i.,!ffhifli'5:1;'I~~t~\';;~'IPlt'I'pi' "
';, '~L l! -' 1 ~ ;: (, d 1:' if!l';' :11 g. t '!Ill ~ H f~' ;; HH iH~: 1 '! hb}f:~:.; It;; ~i ,,-;:; ~ 1 H;:':;~~t ~l ~ ,~; i~~ ~f ~ ii .~~~~~t _I}tib ~~, h H 'i'ifUiii ~1;IHvl-i1 ,~':~ IH;,
! Ii;"': I' < i', I Ii' j" ~~ " a!-!h~l d{Idl~j><~ "!.it;-,.-!, :'tf,:',,"'i' ~q-In' ;ct"l~r~~H "I~'it'~H~'-H .dl':<t;;all~I~~f"Hil'l':;'~"H' 1,1 f..H ""l\'dtll ,,'; <, -"
I ".~',t,,;:1'1"'); ,",il: !l'l HO'l'l !i'~II",'~d:llt~,~,~.qjl"t~:~'tu,J 'tr,; H. '~'d:~';-~:H".Hn",::d ';\!;,. J''lB!P! ~ 1~!'H~rl"!: -"t!'I,'
;\,- ",<'" "",,].1-1" '-~"f'l;;'l ~ H,'l ~ \"'" !~'1',x,!,__='-_hd';'c" "."-':ii~_f';"~!~'~.;;"""';n,~~~,,,~P'r\~n";'I,'i!1 !,e"l ~ HI1"' ..,
! r d: I', ~ ; II ",_I,;., t! ; \',! P t, P d ';1- "!l-\" -I Ii I H "I~~ ~! J:, ",;~ ~:;:-; d Hl:1' t {~~H. ~d:' <l '.c E ~ II.~! j;1-fi =~;:~';,,! 1- f~tllHf ~l'l' f", II.' j hl'll d' h .~,':" '~_, - ,
,'f' ",<t!' ,"",,~, \ .:: ,L'! ~,I t" f-';,,, ',n,)., "d .-t "',"'~I ,: c~"~, - L..!_ d . t'.',' ~1 ,. ,~l 't:;j ;d ,u. ,_ .
" III ,," '.' j' ,'I" ,J-i.J!,'"1'1<i,L1"t,,-i"'lh,'lrl".t' Ii>'t;'''''1;'!~'"H;II.lh,l, '.k"","n'ditp"~-,Hl:P~'F"'F;ti"ft"'''t'itid,L".~;.1' > "
'! ! i' i;:; 1!: i:!, J!:; (II !'::! !11! 1; ill !~!1;~! l~il :!; 1: I ii!;'; ij~l!ijil; Iii III ~i' ,.;! i ,,- 'li'iFl;;'!;!;;!:;. \: I~; !!ll:jl;~:\::l!jli!i;~ ill!ljl!!lm:; ;1;::f;;,: ·
" : ~
REGlS'NJR OF WILtS 0.' CUMUEIILANIl COUNT\'
OATH 0.' SUIJSCRIIIIN(. WITNESS
JI-~lJry 1. ultw I I t? nd A-:(lI' (,c'l.1 F RU/.: r/fl 'l-i...J
~
(each) a subscribing wllnen 10 Ihe will Ilresenled herewllh, (eoch) belna duly lluollned accordlnlllo
law, depose(s and say(s) Ihal he v u.lr're- prelel11 and saw
T.L/.:- ,
Ihe teslal /I t ,sl n the same and Ihol Jh.t:.J.I. Ilaned 81 a wllnen allhe
requesl of leslol or In h~ pre.ence ond (1111hl presence l>f each ulher) (Inlhe presence of lhe
olher subscribing wllnm(es)). -4-~ .;
Sworn 10 or amrmed ond sub.crlbed before '-(:1f/t4. -, ~ _:::t:-
./
me thls Jrd day of (Name)
. , " ":&I Kf"'l .' .'~~""I) ~,
NrH/slrT ',l~.~ t. , ~ ~! 11.. cLt'-(;~
.T s; ,f';,,,,.. ,'r,.. (~W, ('",;.-,.1 ~ !",. ~ 17"I,j
(AlIdTrss)
REGISTER OF WILLS m' COUNT\'
Ot\TH OF NON.SUIJSCRIIIING WITNESS
(each) a sub.crlber herelo, (each), being dnly (Inallned lIccnrdlna In I
fa IlIar wllh Ihe .Igllalnre ur
cndlcll
will
Ihal
leslal_ of (oue of Ihe
prelC/lled herewllh and
codicil
Ie slanalure nnlhe will 1.lnlhe handwrlllng or
10 Ihe best of
Swom to or amrmed and .ub.e
me Ihl.
NrH/slrT
(Name)
(A IltlTrss)
.'~ J.~,....".......
R~"
t.'.
fl.: .
,-f
,<
'9'3 GGT -3 PI :53
.
:CL "q,
I
!.
'f:\;'"
.
,.
To the Regis Len
I certify that noLice oC bonoficial interest required by
Rule 5.6(a) of the Orphano' Court Iluleo wall served on'or mailed to
the following bjUlQCicillrieo uf Lhe above-captioned estate on
Orr -;7,",11 'i~ I
Name Addreos
/r\2.LL (.~-Iy:,L-
Notice has now been given to nil persons entitled thereto under
Ruie 5.6(a) except ,~I --
Date':
~U~ vA r:;-'
: ( {'
si9",,~Q.~
Name ! J.J, I (I tl.-w', P /\ /1'" ,/ <f. "
Address ,~I f-0. f~ ~~ S r
II..,J-f~ Per" / /ul-3
Telephone(7/1> '2A?- J., 1710
P"l
1,--
'-'
,.1
" " . , ~,.
o:~-
"",,
\J~
,,)7j
00
Capacity:
___~rsonal Representative
~ Counsel for personal
representative
Name, address and phone nUlllber of counsel:
Wllllnrn P. Douglas, Esquire
27 W. High St.
Carlisle, Pa. 17013
Phone: 717-243-1790
,.
Additional Information may be obtained from the undersigned:
~;ug~~uglas ~~Ias
William P. Douglas, Esquire
27 W. High St.
Carlisle, Pa, 17013
717-243-1790
Dated:, October 30,1995
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND,
PENNSYLVANIA
IN RE: ESTATE OF LEROY A. BARRICK. DECEASED
NO. 21-95-0764
TO:
Marlin Barrick
188 McAlIlsters Church Rd.
Carlisle, Pa, 17013
Please take notice of the death of decedent and the grant of letters to the
personal representative named below. You may have a beneficial interest in
the estate under the Last Will and Testatment of Leroy A. Barrick.
See attached copy of Will
Name of decedent: Leroy A. Barrick
Last known address of decedent: 121 McAlIlsters Church Rd, Carlisle, Pa.l7013
Date of Death: September 24, 1995
Place of Death: Carlisle, Pa.
County of Grant of Original Lelters Cumberland
Decedent died Testate, and a copy of the Will is attached hereto
Name, address and phone number of all personal representatives:
Marlin Barrick
188 McAllisters Church Road
Carlisle, Pa. 17013
717-243-6119
Paul Barrick
300 Barnstable Rd.
Carlisle, Pa. 17013
717-243-2681
Anna Mae Wickard
281 Cross Roads Schol)1 Hd,
Newville, Pa. 17241
717-776-5701
Name, address and phone number of counsel:
William P. Douglas, Esquire
27 W. High St.
Carlisle, Pa, 17013
phone: 717-243-1790
. AddlUonal information may be obtained from the undersigned:
, Daled:October30,1995
'.
"
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND,
PENNSYLVANIA
IN RE: ESTATE OF LEROY A. BARRICK, DECEASED
NO. 21-95-0764
TO:
Anna Mae Wickard
281 Cross Roads School Rd,
Newville, Pa. 17241
Please take notice of the death of decedent and the grant of letters to the
personal representative named below. You may have a beneficial interest in
the estate under the Last Will and Testatment of Leroy A. Barrick.
See attached copy of Will
Name of decedent: Leroy A. Barrick
Last known address of decedent: 121 McAllisters Church Rd, Carlisle; Pa,I7013
Date of Death: September 24, 1995
Place of Death: Carlisle, Pa,
County of Grant of Original Lellers Cumberland
Decedent died Testate, and a copy of the Will is attached hereto
Name, address and phone number of all personal representatives:
Marlin Barrick
188 McAllisters Church Road
Carlisle, Pa, 17013
717-243-6119
Paul Barrick
300 Barnstable Rd.
Carlisle, Pa. 17013
717-243-2681
Anna Mae Wickard
281 Cross Roads School Rd.
Newville, Pa. 17241
717-776-5701
r,~' ~ p '.:::' .'/1 ,,' ,il,,,;:I,,/: h: ;:,I~."i"'~'\IWJ.;.~"4"'~"'>"'tli.J.~'I'
.. ' '("", . I (" O^"L.lIH..lf, ,..,.., '''0'.
1 'I \' ,,'. ,',' '..,L'_~ -,I i' , ",. I" ",..,I, ,I . ,I . ," I"
~~~M1~ltr!Ir'Ah.n,~.,,,.......,\....).,,,,lt'~h.P:"'I". ,~". ,." ..." "'j'''' I
.
".;Ii! l'ill I. '" " j II
, ,
\ ,
.
LAST HILL ANn TESTAHENT
" I. LeROY A. nARRICK. of l~est pennsboro Township. Cumberland
'i '
County. Pennsylvania. bein'g of sound mind, memory and' understandi,ng.
,
do make. publish, and, ~eclare, this as and for my Last. Hill and Testa-
ment. hereby revoking and making void all former Wills by me at any
time heretofore Inallc.
FIRST. I direct all my just debts and funeral expenses be
fully paid aU satisfied out of my estate by my personal representa-
tive(s) hereinafter named as soon as conveniently may be after my
decease.
,i SECOND. IiI8.iJ,,1 ,h,nd :~7qUe~t.,h' 9he, sp.~ifof.l.i fiJ~\ ht.r' ,~~~.,,,d ,.($500.00)
i ' ., I. , : II I',]' I :;" '(' 'Ii 'I'l': ,:' i' III,~ II I f" i'
"Cio'tlars to' the ~agi9T"f~:r I s \ pnited M~thOd~slt, 9h urc.,'~I\ I'C \llreeiy.fu.... nd.
, . di; If " II' i I'''' 'j " I.' rt t'! , :' 1'1' ,I '-!lj ',I .t,
, i ' ~' '"'' ' ' , :' I " ' . : ' 'I . ' , , II
, THIRD. I give..,dev~se and beHueathl.'allthe '.rp,'strf1SidUe and
):):, ,iP,";!!.IY, 'i: lil'l ,,:illlii!ii~:'il!nilli;ii:jUlljiH';fiiil!ii!ii'
remainder of my' esta te. real 'and persona1:." to 'mywl.ife" 'Edfth F.
, '
Barrick. if living. otherwise to my children in equal shares or
their issue.
LASTLY. I nominate. constitute andll1Ppoint'my'cni.ldren. Marlin
L. Barrick. Anna Mae \Hckard and Paul L: 'Barri.Ck!' or1thl survivors
or survi.vor. EKecutors, EKecutor or EKecutr.ix. of this my Last Hill
and Testament.
I
IN HITNESS'
Ilia
!z..-. ~day of
, I" ::, i.
HEREOF. t have hereunto ,set my ha~diand seal this
,u~,-k~ 1976.
'"
" "
(SEAL)
. Signed. sealed. ptlblished snd eclared by the above, named
,Testator. LeRoy A. Bar.rick. as and for 'his Last Ivi:lll and Testament
iri the presence,lof ,us'. who. 'at his requestJandin\ hisl pr:esence and in
the presence of each o'ther',! have hereunto' subscr~bed, our names as
witnesses thereto. /1 '/.1- I -'
fi4v..f2 /UV4L1..:L
I.;: 1'1' " ./,11 ,1 ,,' .
, ,', 'I; ",..'I 'j' I ,''''
,i ,': I ' f"" ". ','j
I,. i I '1/~:A ":,1 ',/'~~'V:1:{J l'/jJ~:l:t
, ' ~ ,,\ " ',' !,>, 1 I .1'; 1 ;',:,'
Ii: " "",:)":", ."
"
,
,! ,I
"I'
i', '
'I "
:1" ,.,
, ': <.W..;: !Jlr
,
r ::. Ii' ':;:
\li'I:!I'
\ '
,
I "I:'
I'
I
:1
,
"
':;
,
"
; ,
'! I
I
.
R(V. UDO Ih 17.'9",
. z
'"
;::
::5
=>
t::
ll!
fd
'"
z
'"
g
=>
~
'"
'"
u
~
...
~~~
I
J
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
fR} 1, Original Return
o 4, lImlt.d ellal. 0 AD, Future Int"", Compromi..
(for dOlu 01 death ah., 12.12.82J
lXJc6, D.udent Di.d Te'lole 0 7, D.udent Maintained 0 living Trull
(Alloch copy of Will) IAIIDCh copy of Trult)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
ifi
/il
fd
'"
COMMON'WIAItH OJ PlNt'H,'t'lvAt~tA
Of PAil MINT Of .(V(NU(
Oft! ,..1>0 I
HAIIUUUIO,"A 17UI'O~L
Dre N" NAM II...., flU', ANn MIDDII INII.AII
Barrick, Leroy A.
lOCIAl neURI" HUMIII
oAjiofDmH'~"'-~
174-05-1264
9/24/95
I"~ ""U("",II ,t.I.~,...".c. IK)\,IU, N......' II." '.nl "''''0 "'0011 """"11
~
...:5..
fdg:~
"''''9
u~m
4/24/1910
c
I 'OR DATU 0' DIATHAnER 12/31/91 CHECK HERE
IF A SPOUSAL
POVERTY CREDIT 15 CLAIMED 0
FIll NUMBER
2195-076/,
COUNTY CgpE YEAR NUMBER
01((DIN1" COM'1l I AOOllln
120 HcAllisters Church Rd.
Carli.le, I'a. 17013
CO~"' Cumbcrlnnd
AMOUN' .((IIVIO jfllf IN$TItUCTION$J
o 2, Supplemental Relurn
1. Reol Ellale (Schedul. AI
2. Slocks and Bond. ISch.dul, B)
3. Clolely Held Stock/Parlnership Interelt ISchedul. CJ
.4. Morlgagel and Nolin Recelvabl. (Schedule 0)
S. COlh, Bon. Depolill & MhulloneouI Perianal Properly
(Schedule E)
6, Jointly Owned Properly (Schedule fJ
7. Tron.ferl (Schedule GI (Sch.dul. l)
B. TOlol Gran Ane" (loloIUne. 1-7)
9, Funeral EJlpenlel. Admlnhlrotive CO.'S, Mhtellaneous
Ellpen.e. (Schedule HJ
10, Debts. Morlgage liobilille.. lienl (Schedule I)
11. TOlol Deductlonl (talallinel 9 & 10)
12, Nel Value of Ella I. (line 8 minulline 11)
13, Choriloble ond Governmenlol Bequelts (Schedule J)
1.4. Nel Volue Subject 10 Tall lline 12 minul line 131
15, Spoulal Tron,f.r, (for dOl., of deolh afler 6.30.9.4)
See Inltructionl for Ar,plicobl. Percenlage on Reverse
Sid.. (Indude valu.. rom Schedule K or Schedule M,)
16, Amount of line 14 'olloble 01 6% role
(Indude values from Schedule K or Schedule M.I
17. Amounl of line 1.4 10Jlobl. 01 15% role
(In dud. value. from Schedule K or Schodule M.)
lB. Prine/pol lax due (Add 1011 from Unel IS, 16 and 17.)
19, Credits Spoulol Poverly Credit Prior Poymenll
, :(.IlSS 57. CREDIT +
. I a~
20, If line 19 II greoler Ihan line 18, onler Iho difference an lIno 20, Thllll tho OVERPAYMENT.
a O..,rr:T.II"II........I_.J.I...U'..'..!.I'll""I...',J rrr:T:-='I_..l.I'I..1.....'!J..!j,.J ,,"JoI
::iifi
"''''
"'z
8~
NAME
William 1'. Douglas
If line 18 II 9real.r Ihon line 19, onlor tho difference on line 21. Thh illho TAX DUE.
A. Enler Ihe Inl.relt an Ihe balance due on line 21 A.
8, Enler Ih. tolal of lIno 21 ond 21A on line 218, Thil illhe BALANCE DUE.
Ma~e Check Pavable lal Regl.t.r of Will" Agen'
>> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~
Under penahi.. of perjury. I dedoro Ihot I hovo ellamined 'his relurn, including accompanring Idut-iulel and Ilatemenll, and 10 Ih. be" of my .nowledge ond belief,
It illrue, co"ect and complete, I declare thol all real ellole hal been r~parled 01 trUet morllel volue, Declaration 0' pre parer olher than rhe personal reprelenlalive il
bo.ed on olllnformalion of which preparer ho. any lo:nowledge,
"GNAlU" ....ON ""01< III 'O";"I<G "f:" ",? . ADD"" 3 () 0 I ~ i'{1 ~ r-t~-6L /:.- f.~f. (~t/l> 0:; f2~ OA~, 0/'i s---
IHAN 11'1 N1.&II ADORn$ o....u74
243-1790
21.
03,
05,
Remainder Return
Ifor date. of deolh prior 10 12.13.82)
Federal fllalo To~ Return Requlrod
-1- B. Tolol Number of Sofe Depollt 80""
(OM'UU MArtiNG AaOlllU
27 \~. lIigh St.
Carlisle, Pa. 17013
l2J.T2-S.00
(I) _~____________..
(2)___2.~~93~~.Qg___..
(3)
I' ) --375 319 78 ---
(5)___' .
()l
:-:1
,
, -
(6) .---5.0_.J.89_..33__
171 _11L.J~3. 76
IB) 624,962.87'
( 9)
33.169.46
(10)
(11) ,,2.91.793.41
(12)
(13)
11'1 ...591 .293.41
500.00
(15)
591.293'.41
(16) __.___.____"
)(,-=
,06 II
35.478.00' ..
(17)____._______._" ,15 a _
(10)
Discaunl
Inlerell
+
1.7.74.00
(19)
(20)
(211
(2IA)
(2IB)
33;104.00
33.704700------
.'
;1
'I
'~ I
'1
II
!
I
I
Act .48 of 1994 provld.. for the r.duct/on of the tall rat.. Impo..d on the n.t valu. of trand.,. to or for
the u.. of the .pou... Th. rat.. a. pr..crlb.d by the .tatul. will b.,
· 3% (.03) will b. applicable far ."0'.' of d.c.d.nl. dying on or aft.r 7/1/94 and b.for. 1/1/96
· 2% (.02) will b. appllcabl. for ."0'.' of d.c.d.nll dyIng an or aft.r 1/1/96 and b.for. 1/1/97
· 1% (.01) will b. applicable for ."0'.' of d.c.d.nll dyIng an or afl.r 1/1/97 and b.for. 111/98
· Spou.a' Irand.,. occurrIng an or afl.r 1/1/98 will b. oK.mpl from Inh.r"anc. lOll.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make a transf.r and:
a, r.taln the use or Income of the property transferred, .......................................................
x
b. retain the right to designate who shall use the property transferred or its income, ....,..........
c. retafn a reversionary interest; or ...................................................................................
d. receive the promise for life of either poyments, benefits or carei .......................................
2, If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate conslderalloni If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration' .....,",................................. .....,",.."...,........................................
3, Old decedent awn an 'in trust for' bonk account at his or her deathi......................,...............
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.
,
JI!Y.1502 EX+ 112,151 _~,~.~
'1.:iV.bo'
tOMMOHWfAltH Of PfNNSTlVANIA
INHERitANCE TAk IUUIN
__,~_,___, 'n.'.. ~~~I~,!~I ~~~!P!.N.L_ ....
EiTAtr6I~ro;;'--;~~-r-~~k .
I
SCHEDULE A
REAL ESTATE
I
_,...-v".-.
FILE NUMBER
2195-0764
.------------~~-,--~-,~",--"-",-, -----. .. '-- ".- . '.' _..____.~,____.'__ ___'.._'__..__0...._ ...,,,._.,. .<._"'_~... n_.
(Proporty lolntly-ownod wllh Right 01 Survlvollhlp mu.t bo dl.c1o.od on Schodulo Fl All roolo.tato .hould bo roportod at lair markot valuo
which It dlllnod a. tho prl.. at which proporly would bo o..hangod botwun a willing buy.. and a willing 1111.., nollh.. bolng compollod
!!~...!'. 1111, bothhavln!l.!!'!!.!".~bJ~l<~"-~~!~go-,,!_tl!o.!-"_~~~_n!_f.!,ct~!_.__. n _ __. __.., ._...._,.._____
NUITMEMBER DESCRIPTION VALUE AT DATE
Of DEATH
---- --------~-_."._."._,-,. ~....'"'. "",,_._-~~.,---_.._,___ _".~"'-'-'.'__'___"_"""'_"_'__..~"_U_ ____,_._~_____~_._,__,_
1,
Real Estate, House and land, 120 HcAllisters Ch.Rd.
Carlisle. Pa. 17013 - see attached sppraisal
112.000.00
2.
Two lots. 120 HcAllisters Church Rd.. Csrlisle. Pa.
17013, see attached appraisal
Cabin located in Lycoming County, 1/8 ownership
rf $45,000 value - see attached appraisal
7.500.00
3.
5,625.00
TOTAL (AI.o onlor on IIno I, Rocapllulollon)
(If more spoce j~ n..e/.tl, insert acJdilionol sh..ts 01 10m. siz..)
..LJ.25_.~25-,OO_
I'\inot II. ""1
.
COMMONW(AIIH 0' ."ml'(\'Atm.
INUUIlAUU IA. 'lIu'H
'nUlUn DICIDWI
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Pleo.e P,ln' or T .
filE NUMBER
2195-07M
ESTATE OF
Leroy A. Borrick
IAII prop.,tr lolnllv.owned will. ,h. RlgM 0' Su,vl~o"hip mUll b: dlUloltd on Sch,dul, fJ
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9,
10.
1:1.
12.
DESCRIPTION
VALUE AT
DATE OF DEATH
I
,
I
I
,
I
I
I
I
1977 Chevrolet Von
1966 Dodge Sedon
Me rid ion Bonk
4616998680 - $20,070,31
8338131101 5,066.34
3064060555 20,009,97
Formers Trust Co.
401978 - checking account
CD 104528
CD 109650
cn 90575
CD 103986
lIarris Savings
CD 137056
CIl 145061
CIl 172586
CD 255072
Savings 1700001132
1,000.00
800,00
115 ,146,62
13,844.57
21,455.79
20,026,73
25,180.51,
15,238.98
12,0110,10
12,002.28
20,00 ,00
32,334.60
21,422.47
,
i
I
I
I
I
,
I
,
York Federal
Savinga 1000169530
Passbook 010100184360
Dauphin Deposit Trust Co,
Cll 8100U08/,-I,
CIl 81001,1.071-2
Common\,'elllth Nllti.<>nnl
ell 1800094365
Pdraollul prol)crty
IInrvest life, ins. premium refund
Sprint/UTS refund of bill
Refund, Blue Cr~5n/>>lue Shield
.00
,33
1.0 ,00 ,00
2,18 .00
,00
21,43
190180
TOTAllAho onle' on line 5, Re,o"itulolionJ 5: 375,319.78
~--.._-------
.--..----.--.--.-,----.
. .'
(/.11111'1 ",M,ti(H1f11 (l!'I" ,. II"' II.ffll ,I '''llIfI J(.1I1f if """I'd I
U\l.1S01U.lU"1
.
COMMONWfALfH 0' 'fNNIYIYANIA
INHUITANC! TAJlIII:!TUItN
1l!1I0!HT o!CfDfNT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
clLl NUMBER
1ICJ~-0764
Join' '"non'I.I.
A,
NAME '-------- - ----- 'ADiiRESS'H'-
Ruth' Hockenberry 121 McAllisters Ch.Rd.
Carlisle, Pa. 17013
RELATIONSHIP TO DECEDENT
daughter
'..'" .,.,---'-~._--_.._'-'"-~~----,-,...
B.
Marlin L. Barrick
188 McA11isters Ch.Rd.
Carlisle, Pa, 17013
son
c.
Floyd Barrick
HCR 75, Lock Haven, Pa.
son
D., Paul Barrick
300 Barnstable Rd.,
jOln"YoOwnld proplrty.
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET %INT, DECEDENT'S INTEREST
TENANT JOINT
1. A. 2/4/94 CD,H~~ris Savings 02-17562465 4 20,074.76 50% 10,037.38
2. B. 2/4/94 CD,Harris Savings 02-17562465 5 20,074.36 50% 10,037.18
3. C. 2/4/94 CD,Harris Savings 02-17562465 6 20,074.36 50% 10,037.18
4. D. 2/4/94 CD, York Federal, 800-0003977 20,077.59 50% 10,038.80
5. E. 2/4/94 CD, York Federal, 800-0003976 20,077.59 50% 10,038.79
TOTAL (Aha Inlo' on IIno 6, Rocopltulollon) S 50,189.33
daughter
(11 more 'pac. i, n..d.d ins.rt additionalsh..,. o( some size)
i
IlY.ISID EX. (1.17)
~
COMMONW(AI'H 01 'lNNS,"lVAHIA
INHIIlTANCI TAX InUIN
IlllolNt_ DICIDINt
ESTATE OF
SCHEDULE G
TRANSFERS
PLEASE PRINT OR TYPE
FILE NUMBER
Leroy A. Barrick
2195-0764
- -
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET 15 YIS.
EXClU510N
TOTAL VAlUE DEeD,
0',~55!.r ,.. __II~t
- ilOilAR VAiuE
Of DECEDENT'S
_ ___!~!~R!5,L_,.
1.
Penn Mutual Life Ins. Co., Annuity
Policy 03332886
18,393.76
I
TOTAL (Alia .nler on IIn. 7, RMopllulallan) ~8,.J93,_26_
(II more 'P~ is nHf/ed, in.." addifional .b.e" oflome size,}
IIYUIIII.I'''I
~~
COMMONWrAITH Of 'INN'VIVANIA
INHlRlTANCr TAil IUTUItN
ItUIDrNT DfCrOINT
SCHEDULE H L
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES _ Plea.. Print or Tvpe
Leroy A. Barrick
2195-0764
ITEM
NUMBER
DESCRIPTION
AMOUNT
A. Fun.,al Expenlll'
1.
Hoffman Funeral lIome
7,131.00
B. Admlnllltatlve Callll
1,
Personal Represenlallve Cammlnlans
Saclal Security Number of Personal Reprelentallvo:
Vear Cammllllans paid
None
2,
Attarney fees
Douglas, Douglas & Douglas
Family Exemption
Clalmanl
Add,oll af Claim anI al decodenl's dealh
51 'eel Addroll
22,995.00
3,
Relationship
None
City 51010 Zip Cade
4, Prabale fees
C. Mllcellaneoul Elcpenlell
1. PP&L
2, United of Pa.
3. Dr. Douglas Bream
4, United of Po.
S, Pease Pharmacy
6. Everett Marble
7, Larry Schlusser, appraisal
8. Best Auto Sales, appraisal
370.00
37.24
21.43
9.04
18.66
129.15
65.00
450.00
100.00
.'
. " TOTAL (AI sa enler an line 9, ,Rocapltulatlon)
. n _,- ,. _, ~__, __ ~,' ','!
' ',III more !pac' II n"ded, In "" addltla..al Ih"IIor la,!,' Ilze.)
s ..".,
.'
., .. .,..~. ,;.,.'. '....._..~ '
. '... .. '.. ~ -, ..' '" .'. .-.........,.. ".. -. .....
. .,
'h'..IIUII.II",
.'
*
COMIolONWIA,f" Of f(NN."VANIA
IHHUUAHCI tn U'U'H
'''IOIHt OIClOfHI
SCHEDULE J
BENEFICIARIES
ESTATE OF
Leroy A. Barrick
fiLE NUMBER
2195-0764
ITEM
NUMBER
NAME AND ADDRESS OF BENEfiCIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Toxobl. 8tqu.'11l
1. L.Ruth Hockenberry
Daughter 1/5 residue
Son 1/5 residue
Son 1/5 residue
Son 1/5 residue
Daughter 1/5 residue
2. Marlin L. Barrick
3. Floyd Barrick
4. Pau~ Barrick
5. Anna Mae Wickard
ITEM
NUMBER
NAME AND ADDRESS OF BENEfiCIARY
,\MOUNr OR
SHARE OF ESTATE
B. Charllcble and OG-vernmonlal BClq.JlJllll
1.
Waggoners U.M. Church, 1055 Longs Gap Road, Carlisle. Pa.
$500.00
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAho onlo, on lino 13. Rocop/tuloilon)
(I' mala .pau II ncedod, In..., additional .huh 0' loma ,'u)
s
500.00
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUM'ERLAND
1.
J
L.
biJ 1- r~f-
III
t'o..VI-
b.lng duly ) ."'.> ( (\ .ccordlng 10 ,.w. d,po"l .nd I.YI Ih.I h. 1 '> ~ e)<. ec '-' "L,lJ r-
01 Ih. esl.I. 01 L.. r- fI C( 1'\ , ,'::u. r- rid...
let. of --L~_..~c.alk,.h,o~h.~~,:I:-,(~,~t , Cumb.rl.nd Counly, P." d.c.!I.d end th.t the
within II .n 'nVlnlory m.d. by _h . '""'_, Ih. 1.ld l '1<('U.~
of Ih. .nllr. ....1. .f uld d.c.d.nl, conlllllng of .11 Ih. p.non.1 prop.rly .nd r..1 ....1.. exc.pt ,..1 ....1. au hid.
th. Commonw..lth 01 P.nnlylv.nl., and Ih.I Ih. IIgur'l oppOIIt. ..ch It.m 01 Ih. 'nv.nlo,y r.pr.l.nl It', lair ..Iu.
.. of Ih. d.t. 01 d.c.d.nl'l d..lh,
<2:,~~ +.
.~u
(~ \.-IA
.-
19'1r-
y- /!" (J ~ drVV~/",g
Ex.cu.or . Admlnlstr.tor
and .ublcrlbod b.lor. m.,
o .-t-.
'3 U 0 ~r^<,..,.. Al'?l-~
~'J_
~
NcIarlaI Seal
kmM.~
M=~ E1Ji"VOJuIy 14.1097
Oal. of O..Ih .). <l-
DlY
QMl \.,\e-. p" . \ "1 () l~
Addr...
~~
If"iS-
V..,
INSTRUCTIONS
I. An 'n..nlory mu" b. fII.d withIn Ihr.. monlh. .fter .ppolnlm.nl 01 person.1 r.pr...nl.II...
2. A .uppl.m.nt Invenlory mu" b. m.d within Ihlrty day. 01 dllcovery of .ddlllon.1 ....h.
3. Addltlon.1 .h..h m.y b. .tt.ch.d .. to p.non.lty or r..lty
4. S.. Artlcl. IV, Flduclerl.. Act of 1949.
on
c ;.
\,~-i
,
'-n~
".,.;
~:~
. J
'.
.
"1 \..1)
\...;
.,; ~
~ w - .....
"-- D
...9 ~
~ fli !( ~ "
,... D D ~
2 ~ u
Q ..
~ w C "'~ ~
~ D
, ~ ... .... E
Iv, u. , .,;
0
U. ..J ~ 0 ''i;. ... ~ ~
.... w 0 < '" i-
;;j ~ z
o c c g
"
0 ill ~ ~ c.'j ....
z ... '" ." ....::;
""--< c --.;
... ~ ~
0 ~
..
I ..a ." ...
J! E " 0
I " " it 0
..J U CD
... -'. ,.. .... ."' .~,
.
,
~ - ~--- ----- ------- --------- '- - -~ -- - -- -. ------ - -- ---- - --
",
~R~~*~9~~4~~I,> . COMMO~::~~~T ~:R~~~:YLVANIA
i~il:i.l~:i'J;!<;dkiN)' ~{:oFifcIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ,ESTATE TAX ;
! ACN
I ~ ASSESSMENT P:'
II CONTROL ~
NUMBER
.
REC~IVED FROM.
I /
I if
Y
I. DOUGLAS WILLIAM P
'f / e7 ~{lIJGH STREET
J ,/ ~J.
j". Ci ISLE, PA 17013
-'~HUI /
~ ,'. ESTATE INFO MATlON,
/' i ~ 'ILE NUMBE
,',': ! u '!, , e 1-19915-0764
I, '.:, m NAME 0' DEC DENT (LAST)
. ~ BARRICK LEROY A
II DATE OF PAYMENT
22
B POSTMARK E.
COUNTY
AMOUNT
lu1
.~-:I,Vt:fo.uu
'OtDHUI
SSN 174-0!5-1e64
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
SEAL
PAUL L BARRICK
C/O DOUGLAS & DOUGLAS
CHECK.. e!5
m TOTAL AMOUNT PAID
.33.03~.00
PB
!. -,
. ,
RECEIVED BY lILt, '_' /1'u~41 ,:)1':J
MARY C. LE IS 10 .. 1.1,j,,~ 1// ''',/;
REGISTER OF WILLS :
(
REMARKS
REGISTER OF WILLS
----------------_.....,.,...._,'""--_.- - - - -- -- - ---- ---;;---~ -~-.,...-
J l.o. .
"":
.k
.,
t'
.
/
\ .
'"
~
.'
,
, .
,_--A ~
y'
~..''',---
.
--,_~_:_:_~AJj
r-'
__ -,l
....:.
i
\
IN THE COURT OF COMMON PLEAS OF CUMDEI~LAND COUNTY, PENNA,
ORPHANS' COURT DIVISION
NO,
FIRST AND FINAL ACCOUNT
OF MARLIN L, DARRICK. ANNA MAE WICKARD AND PAUL L, DARRICK.
EXECUTORS OF THE LAST WILL AND TESTAMENT OF LEROY A. BARRICK,
DECEASED, LATE OF WEST PENNSBORO TOWNSHIP. CUMBERLAND
COUNTY. PENNSYLVANIA,
i'
I'
,
i
DATE OF DEATH: Scptcmbcr 24.1995 NO, 21-95-0764
LETTERS GRANTED: Octobcr 13, 1995
FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS:
Octobcr 21, 28; Novcmbcr 4. 1995
DEBITS
PRINCIPAL: REAL ESTATE
Rcal Estatc, House and land, 120 McAllistcr's Church Rd.
Rcal Estatc, 2 lots, 120 McAllistcr's Church Rd.
Rcal Estatc. V8 owncrship in cabin Lycoming County, I'll,
valucd at $45,000 - 1/8 share
TOTAL PRINCIPAL: REAL ESTATE
PRINCIPAL: PERSONALTY
Fnrmcrs Trost Company. 1980 shnrcs common stock @28,25
1977 Chevrolct VlIn
1966 Dodgc Scdlln
Mcridian Bnnk - CD's
Fnnncl's Trost Co, - chccking nccount
CD 104528
CD 109650
CD 90575
CD 103986
Harris Snvings
CD 137056
CD 145061
CD 172586
CD 255072
SlIvings
York Fcdcrul
Slwings 1000169530
Pnssbook 010100184360
Dnuphin Dcposit Trost Co.
CD 810041084-4
CD 810041071-2
$112.000,00
7,500.00
5.625,00
$125,125.00
55.935.00
] ,000,00
800.00
45.146,62
13,861.29
21,609,33
20,083,56
25,249.30
15.208,67
12,037,60
12.025.64
20,038.79
32.397.43
21,656.29
30.056,63
38,568,28
14.0]8,99
40,098.76
...-I~t...t<:$<i "u --, .../" ,i -:- .....-.....'_
Interest on CD 8100410712
Interest on CD 8100410712
Interest on CD 8100410844
Interest on CD's
180,86
186,89
63.29
65.39
Harris Savings
Interest on CD 02-1756246546
Interest on CD 02-1730145061
Interest on CD 02-175646544
Interest on CD 02-1756246546
Interest on CD 02-1756172586
Interest on CD 02-1756246545
Interest on CD 02-1760255072
Interest on CD 02-1730145061
Interest on CD 02-1756246544
Interesl on CD 02-1756246546
Interest on CD 02-1756172586
Inlerest on CD 02-1756246545
Interest on CD 02-1760255072
96.99
60.35
100.22
100.22
100.22
100,22
162.30
58.40
96.99
96.99
96.99
96.99
157.07
Meridian
Interest on CD 4616998680
Interest on CD 4616998680
TOTAL INCOME PERSONALTY:
99.91
103.24
$4.225.49
TOTAL DEBITS:
$632,254.42
CREDITS
The Accounlants herein crcdilthemselves with the following:
I. PP&L
2. United of Pa,
3. Douglas A, Bream. D,P.M,
4. United of Pa,
5. Hoffman Roth Funeral Home
6. Pease Phnrmacy
7. Everett Marble
8. Douglas, Dougln.~ & Douglas. attorney fees
9. Lnrry Slusser. appraisal
10. Deb Piper Tnx Collector
II. Register of Wills, letters
12. Register of Wills
13. Best Auto Snles. npprnisal
14. Cumberland Law Journal
15. Fanners Trust Co,.lndemnily bond for slock elf.
16, PP&L
17, Agwny, fuel 011
18. Dennis Greenaway. cabin npprnisal
37.24
21.43
9.04
18.66
7,131.00
129.13
65.00
22,995,00
450.00
1.172,24
375.00
45.00
100.00
40.00
25.00
24.02
76,66
200,00
3
COMMONWBALTH OP JlBNNSYLVANIA
COUNTY OP CUMBBRLAND
Mnrlln L. Dnrrlck, Annn Mue Wicknnl, nnd Jluul L. Burrlck being duly sworn
nccordlng 10 luw, deposes und snys 1IIIIIIhey nI'C Ihe [!xecutors of Ihe Bslute of Leroy A.
Bnrrick, nnd 1IlUIlhe uvennenls of Ihe within Firsl und Pinul Accounl urc IllIe und cOITCcllo
Ihe beslof umnnlS' knowledge,infonn::lon und bclI,cf, ../ .
/Y1~"- r7?"Aa.....,. 1-..4BAL)
MJlJlin L. Burrick
f.1-............ l.o.n.. uIL..L'lA' (SBAL
~ne Wick~ . J
~ lOa /7/u('/'J
'uul L. Durrlck
(SEAL)
NOTARY
Sworn 10 and subscribed ^
befol'C me this' '?! of 1~4-\CC-.1996
( ..~ W (g,t nOlury
N<A,lIia' SmlI
. AmeM em. N>III'Yl'lbla
C3"~; lloIo C,I11CI.>~~'1 rh.l1l'l
MvC,.,."""",r",...ooM/14,11l97
5
Iiurrls Suvlngs CD 1/02.1756246545
115 shure of Cubln
115 shure of reul eslule
115 shure of pel'!ionul property
115 shure of vehicles
115 eush residue
$JO,037,IK
1.125,O()
$23.900,00
436,60
360,00
5.834,80
Floyd Bnrriek
HCR 75 Box 41 AS
Lock Hnven, Po. 17745.9804
Cash
Fnrmel'!i Trosl Com puny Sloek-396 shnres vulued nl
Hurris Savings CD 1102.1756246546
115 shuro of renl eslule
115 shure of Cabin
115 shure of pel'!ionnl property
115 shnre of vehicles
115 ensh residue
$60,000.00
$11.187.00
$ 10,037.18
$23,900.00
1.125,00
436.60
360.00
5,834.80
Paul Barrick
300 Bnmstnble Rond
Carlisle. Pn 17013
Cush
Funncrs Trosl Compuny Slock.396 shures vulued nl
York Fedeml CD 1/800-0003977
115 share of Cabin
115 shnre of real cst ale
115 shure of pel'!ional properly
115 share of vehicles
115 cash residue
$60,000.00
$11,187.00
$10,038.80
1,125,00
$23,900.00
436.60
360,00
5,834,81
Annn Mae Wicknrd
281 Cross Rouds School Rd.
Newville, Pn. 17241
7
,
-"-. ...- -... ..., '-'.
,
.
'-.
~
.
.
REV-1547 EX AFP (12-95_
CDHHOHWEILTH Of PENNSYLVANIA
OE:PAATKENT OF REVENUE
BUREAU OF INDIVIDUAL fA_fa
DEPT. rU6U
HARRI'IURO, PI 171rl-0601
NOTICE OF INNERITANCE TAX
APPRAI5EHENT, ALLOWANCE OR OI5ALLOWANCE
OF OEOUCTIONS ANO ASSE55HENT OF TAX
ACN 101
DATE 04-22-96
FILE NO.
09-24-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, 5UBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS, HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
WILtIAM P
27 W HIGH
CARLISLE
DOUGLAS
ST
PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Anount R...ttt.d
CUT ALONG THIS LINE
~
RETAIN LOWER PORTION FOR YOUR RECORDS
'--"'~''-'''';''''',~''''L~ \!_,~!".':,!!,!'1,!t,~." ~'~'",' -"" y .,. ," >,.. ' ^'
.....
I
...,., 'I
-.J
:", ." t,. >
..
. v;
"a . ;..'"
.1 . " ..', ~
. , "~,,"f -/,\
..',;" f ,_ " ~f
,"; ,
,. -'._"';~'<""t-,~'c~'
1
'z
i
,
.. '.
;'\
fit
,I ,
~ '
" "
-, f\
\' " t
.f
I
r
..---'' -r~
_.J41 t. - "
"fL':.,
I ,
",'
.-... ,_...~'... ,.
"",-
~'....'-,-'.....
I
--
~-
R!V-1547 !X AFP (12-95*
C~.LIH OF PENNSYlYANIA
DEPI..UtcEHT Of A[v[HUf:
BUREAU Of INDIVIDUAL fAXES
DEP'. "0601
'IARR1S1UAG, PA 17111.0601
, J
!.:"' ,;,.{) - /_J
NOTICE OF INHERITANCE TAX
APPRAI5ENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND A55ES5HENT OF TAX
ACN 101
DATE 04-22-96
l!.
FILE NO.
09-24-95 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WIllS, HAKE CIIECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
WILLIAM P DOUGLAS
27 W HIGH ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
A.aunt R..Ut.d
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
ifEWisW-ix-AFP-n'F9Sriiiificnij:-YNHiiiiTANCri:jiiniPPRiiisiif€iii'-,--ALLciiiAifcnili-m------m-m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARRICK LEROY A FILE NO. 21 95-0764 ACN 101 DATE 04-22-96
APPROVED DEDUCTIONS AND EXEMPTIONS:
33,169.46
9. Funerel Expan.../Ada. COlte/Hllc. Expen... (Schedul. HI (9)
10. Dabta/Horts:age Liabiliti../Llana (Schedule I) nO) . DO
11. Total taductlonl (11)
12. N.t V.lue of raM R.turn (12)
15. Charltable/Govern..nt.l SequI.t. .Schedull J) CIS)
14. H.t V.lue of Eat.t. Subject to rlK (14)
NOTEI If an assessmunt wes issued previously, linus 14, IS and~or 16, 17 and 18 will
reflect figures that inc1udu the total of ALL returns assussud to datu.
ASSESSMENT OF TAX:
15. A.aunt of Line 14 .t Spou..l rat. 115)
16. A.aunt of Lin. 14 taxabla at Lin.al/CI... A rat. (16)
17. Aaount of Lin. 14 taxabl. at Collat.ral/CI... 0 rata (17)
11. Principal Tax Due
TAX CREDITS I
PAYHENT
DATE
12-22-95
TAX RETURN WAS' I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Ra.l Eat.ta ISchedul. A) 11)
2. Stock. ....d Bond. (Schedul. 0) (2)
5. Clo.aly Hald Stock/Partnar.hip Int.ra.t (Schadul. C) (5)
4. "ortgaga./Nota. Recaivabla ISchedule D) (4)
i. C..h/8ank Dapoaita/Hiac. Par.onal Proparty ISchadula E) Ii)
6. Jointly Owned Proparty ISchadula f) (6)
7. Tren.far. ISchedula 0) (7)
I. Tot.1 Auala
RECEIPT
HUHBER
AA082435
DISCOUNT 1+)
INTEREST 1-)
1,738.74
I CHANGED
125,125,00
55.935.00
,00
,00
375.319,78
50.189.33
18.393.76
ISI
,00
591,293.41
.00
X' DO.
X,06.
X ,15.
llSI
AHOUNT PAID
33,036,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
PAYMENT MUST BE MADE BY 06-25-96M.
624,962.87
:B,I~q 41\
591. 793.41
500.00
591,293,41
,00
35.478.00
,00
3S,478,OO
34,774.74
703.26
.00
703.26
. IF PAID A'TER DATE INDICATED, SEE REVERSE
'OR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU HAY BE DUE
A RE'UND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
~Q ::0
:9. ~~
~ IQ,'2
C" ~ "! {'
t:'~ '''''If,
\i] '''1..1
i.-I. . ~ ,"
b" ." :?. ~...
, , \0 iir 9.-
. f,J
"'tIIO (]a
".::1 ".
RESERVATIONr E,'e'.. of dec~t. dWlng on or balor. o.c.~.r II, I'.' .. If any future Int.r..t In the I..at. J. trBn.f.rr~
1n pa.....lon or .nJov-ent to el... e (coll,t.r.l) b~'Jcl.rJ.. of thl decldlnt .,t.r the ..p.rellon of any ....t. for
11'. or for YI.r., thecu..onwellth her.by ..pr...lv r...rv.. thl rIght to appr.... end ...... tren,"" Inheritance T....
.t t~ lawful el... . (colllt.rel) ret. on any luch future 1"'.r..t.
PURPOSE OF
NOTICE I To ful'III the r.qulr..entl 0' Slctlon Zl~O of the Inheritance and E.t,t. T.. Act, Act 22 of 1'9.. 72 P.S.
Section 2140.
PAYHENTI Ddach the top portion of thla Notice Ilnd Iw.-lt with your ply.."t to the Re"llt.r of WUb prlntld on the "."Irsl ,Id.,
""MI check or 110M)' order PlyMale tOI REGISTER OF MILLS.. AGENT
All pspent. nc.iviad .h.n flnt b. .,.1l~ to MY lnt.,..t which ..y t.. ctu. ..Uh eny r....nd.r applied to the t...
REfLIID ICR)1 A nf\ftd of . h. cr~lt, Which .... not requ..t.d on the T.. R.turn, ..y b. reque.t.d by cOllPI.tlng en toAppllc.tlon
far R.fund of Penn.ylvM.. Inherltanc. and E.t.t. T.... (REV-ISIS). Appl.c.t.on. .r. avallabl. at t~ Dff.c.
of the R.gl.t.r of Will., MY of t~ 25 Rav.nu. D..tr.ct Dfflc.., or by c.lllng the .p.c..l 2~-hour
en.werlng ..rvlc. ~r. for for.. ord.rlngl In Penn.ylvani. 1.800.56Z-Z050, out.ld. Penn.YlvMI. and
...thln local Herrl.burg .r.. (717) 787.8094, TDD' (717) 772-2Z52 CH..rlng 1~.lr.d Only).
OIJECTIONSI Any p.rty In Int.re.t not ..tl.fl.d ..Ith t~ appr.i....nt, .llowanc. or d...llowanc. of d.ductlon., or ......-.nt
of t.. (Including dl.count or Int.r..t) a. .hown on thl. Notlc. .u.t obJ.ct ..Ithln .1.ty (60) da.,. of r.c.lpt of
thlt Notice bYI
....r.tt8O prota.t to the PA D.p.rt..nt of Ravenu., Board of App.I", alpt. Z8102', H.rrllburg, PA 17128.10Z1, DR
--.I.ctlon to have the ..tt.r datar.lnad .t audit of the account of the per.onal r.pr...ntatlv., DR
"appe.l to the Orph.'1I" Court.
ADHIN
IITRATlVE
CORRECTIONS I
Factu.l .rror. dl.cov.r.d on thl. ........nt .hould b. nddr....d In wrIting tOI PA Dep.rt..nt of A.venue,
Bur.au of Individual h..., ATTNI Po.t A.......nt R.vl... Unit, D.pt. 280601, Ullrrhburg, PA 17128"0601
~ (717) 787~6505. s.. plIga 5 of the booklet "In.tructlon. for Inh.rltanc. '.x R.turn (or. Re.ldant
D.c.dent.. (REV-1S01) for an .xplanetlon of lldelnl.tr.tlv.ly corr.ctabl. .rror..
INTEREST I
If en., t.. due I. p.ld within thr.. (S) clllanda,. .onth. .ft.r the d.c.dant'. d..lh, . flv. p.re.nt CSX) dl.count of
the t.. p.ld 1. .llo...d.
Int.r..t 1. ch.rg.d t..glnnlng ..Ith flr.t d.., of d.llnquenc." or nln. (,J .onth. and on. 11) d.., frail the d.t. of
de.th, to thl d.t. of p..,.ent. ,.... whIch b.c... d.llnquent b.fora Janu.r., 1, 1"2 b..r Int.r..t .t the r.ta of
.1. (6X) p.rcant par annuli calcul.t.d .t . d.ll., r.t. of .00016~. All t.... which bac... dallnquent on and aft.r
Jenuar., 1, 1,8Z w.ll ba.r Int.r..t at a r.ta which ..Ill v.r., fro. cal.od.r ya.r to calendar .,a.r wIth th.t rata
BnnDUnCad by the PA a.part.ant of R.v.nu.. Tha appllcabla lnt.r..t r.ta. for l,a2 through 1"6 .ral
DISCOUNT I
'!!!! Int.r..t R.ta D.U., tntan.t Factor ~ tnt.ra.t Rata Dally tnta,...t r.ctor
19n tOX .OGOSU 19a7 .: .OODZU
1915 16: .OOOUI 191'.1991 l1X .000501
1914 II: .000501 1992 92 .OODZU
1915 15: .00OS56 1995-199~ 7: .000192
1'" 10: . ooDZ7~ 1995.1996 .: .GODZU
--lntar..t 1. c.lcul.tad .. fol1o....
INTEREST. BALANCE OF TAX UNPAID X NUNDER OF DAY8 DELINQUElfT X DAILY INTEREST FACTOR
".An., Notlu It.ued .ftar the t.. bacoHD dallnquent w1l1 r.fhct ~ Intar..t ulcul.tlon to flft.en CIS) d..,.
beyond the data of the .......ant. If p.yaant I. ..da aftar tha Int.r..t co~l.tlon d.t. .hown on lhe
NoUea, additional Intar..t .u.t b. calcul.ted.
IN REI ESTATB OF
LEROY A. BARRICK
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
I
I
I
NO. 21-95-764
ORDER OF, COURT
AND NOW, May 23,1996, the within annount is confirmed
and distribution dirented in ancordanne with the snhedule.
B. yxeoour.t, ~. ......
l~tlMd/~ /
I, ", ,',",'.' ,', .,,' P.J. "",,'. ",'
l""I 5~
1;'th ~.
'3l~ l""I ("
0- ') .
!,.!;S> , d
tl:t.... ~ ,:0 'j
l.jQ :'7,)
'0 " r:
4U :'::0 ~ .~
or:; "..~I tii
y'g> '..0
a: a: !Sl ~a
....._i<...'~2.;+;<.w~.t;;#'''~~-.<~,,~~"~~'.>~1~_*-! f>-~ ~ .~,J~~~j.l(M.t,",;;~f~~~~~';"::i.::,.~~:...:.~..i~~iZ' :~.
"
.t^.'
N !i~
- Po
O.!Q N 8- ,
n'=' a.. ,
'".~ d \ "
.t=:_ ~ .rnO
{)o f.', r,
T.'JL ~ J.'!:j
W u.' i"; II>
rj -m ~ ~;
C5 '[? \, Cll
'.0
~cc ~ ~a
cc
,
;,'
.:l
~.'
. :~ "- f
..Vol..,.'.......,
COMMONWEALTH 0' PENN~YLVANIA
DEPARTMENT 0' REVENUE
BUREAU OPINDIVIDUAL TAXIS
DEPT. 280601
HARRISBURG, PI. 1712B.0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
filE NUMBER
..;J/;;.J~-t1 7':' ".,
7!r /..$-
~~
SCHEDUU
ITEM
NO.
EXPLANATION OF CHANGES
Above-referonced ACN(a) ora balng adju8ted to rellact &oro tax duo .lnce
____. ~!!"Ll!ovo_,ba"IL r"por_t"d on,. tho.. pro.~.\;fl,r'Hurn ',__. ,_____, _..____.,._ ___.'____ _ '_'.
~~__.~_~'. .,..~,._~~ ~_~__,~'.. ~_~_.~_~__,..4,___ _'. _,~~.',.'... .,~ ,~',"'~ &',."_ _, _'~._~ '"~ ..,..,.."._ "'.
,,__... _.'"'-- ..--< __...-_":"---....... ....~'~ .....c._. __..;._
'.. ...,-. ..'.'"""" "'_"""~~_,"_'''_''''''_-'''-_'''-'_'_',T___ ..,.'__ -~,_"",,,.... 7'~ '........-..~ ~,~,~',.._-'.,~-_...-~----~..'~ -,~_..- ,-----
;':.'
..,.-.,~-- -~''-''~'''~'''''''-', ',.
TAX EXAMINER,
.50/ -cJ -1".", ~J:: 'y
PAGE
1.5--tptJ-/3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
" 1.-/
'-
*'
BUREAU 0' INDIVIDUAL TAXES
lfilOITAHCE fAX DIVIIION
IKPT. UUII
HiRRnlURG, PA 17UI-D'Ol
....hll II AI, 111"11
WILLIAM P DOUGLAS
27 W HIGH ST
CARLISLE PA 17013
DATI!
ESTATI! OF
DATI! OF DEATH
FILE NUMBER
COUNTY
ACN
A
05"13-96
BARRICK
09-24-95
21 95-0764
CUMBERLAND
101
A.aunt A..Htad
LEROY
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE' To Jnlura proper credit to your account, lubalt the upper port Jon of thle for. with your tax pay..nt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiiv=i6ifi"ix"AFP""r03':96Y----u.iiii"iNHEJiiTANCE"fAX"STATEiiENf"il""-AifcciuifT-"iii.---u----m-"""- - m
ESTATE OF BARRICK LEROY A FILE NO.21 95-0764 ACN 101 DATE 05"13-96
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENT5, THE CURRENT'BALAHCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE. .
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 04-15"96
PRINCIPAL TAX DUEL_____._
35,478.00
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
12-22-95
04-22-96
RECEIPT
NUMBER
AA082435
AA1l2755
DISCOUNT (+)
INTEREST (-)
1,738.74
.00
AMOUNT PAID
33,036.00
703.26
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
35,478.00
,00
.00
.00
· IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATIDN OF ADDITIONAL INTEREST,
I' TOTAL DUE IS LESS THAN 'I,
NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND, SEE REVERSE SIDE 0' THIS ,ORH 'OR INSTRUCTIONS. )
RCCOI'" ,
RCI i,.
i.;,,;!
'J 'j cl
;.; willG
. '96 MAY 17 1'12 :31
Cluri: n I. ,', "-""rl
C ...)~
Uml.kL',',u L:u" PA
PA'ftt[HTI
o.tach \he top portion 0' thh HoUu II'Id ,ubIIlt with your pIV.."t aHe ,aVIbI' to tM "He Met addu..
prlnt.d on \hi rlva,.., ,Ide,
If RESIDENT OECfDEHT .... check or HMV orda,. pavlbl. tal REGISTER Of WILLS, AGENT.
If NQH-RfllDEHT DECEDENT .... chick or aOMV' order payllbl. tOI CotU10NWEALTH OF PENNSYLVANIA.
AU Plyantl ,"MllvM shall ba .",1111d flrlt to en. Inte,...t which "V h dUll wUh MY ,....lncMr epplled to t.,. "Mo
REFUND eCRU It nfund of . t.. crull, Witch "I' oat requeltad on tt. Tax R.turn, NV be ,..qullted by CllIfIlaUng en
"applIcation for Re'und of Penn,wlvlnSa Inh.rlt~. .nd Elta" ,..- CREV-1SIS), ApplicatiOn. .r. IVI11Ibl. at
ttM DIUe. of the R-ellte,. 0' WUh, anv of tM IS Rlv.,.,. Ohtrlct OffSc.. or 'rOll \he D.p.rtaent'. ~~.hour
In,w.rlng ....vlel ~r. 'or for.. ordering, tn Pannlvlvlnaa l-IOO-S61-ZD5D, out.ld. Penn.vlv~la
~ within lac.1 Harrlabur. ar.. (717) '.'.10'4, TOO' (117) 77Z-ZZ5Z CHeering lapalrld onlv).
REPLY Tal au.atlon. regerdlng .rror. cont.l~d on thl. notlc. .hould b. .ddr..'.d tal Pi OIP.rt.ant 0' Aev~e, lura.u
of Individual Tax.., ATTNI po.t A.....aent Aevlew unit, O.pt. ZI060l, Harrl.burg, Pi 171ZI-0601, phone
(717) 717-6505.
OISCOUNTI If ~y taM due I, paid within thr.. (5) c.landar aonth. aft.r the decadent'. death, . flv. parcent (SX) dl.count
of the t.x p.ld I. allowed.
PENALTY I Th. 15X tax .-ne.ty non-partlclp.tlon p-nllty I. coaputed on the total of the ta. .nd Intara.t I..a..ad, ~ not
plld bafor. Janu.ry la, 1996, tha flr.t day aftar the .nd of tha tax a~e.ty parlod.
INTEAEITI Int.ra.t I. ch.rg.d beginning with flr.t day of d.llnquenoy, or nlna (9) lonth. .nd one (I) day froa thl d.t. of
d..th, to the d.t. of payaent. ,.... which baca.. d.llnquent bafor. January 1, I'IZ ba.t Intara.t at the r.t. of
.Ix 16X) parcent p.r annua c.lculatad at a d.lly r.ta of .000164. All t.... which blca.. dallnquent on ~ .ft.r
Janu.ry 1, l'IZ.wlll b..r Intar..t .t . r.tl which will vary fro. calandar yaar to calandar y..r with that r.ta
~cld by the PA Oapartlant of Ravanue. ThI applicable Int.r.at r.t.. for 1912 through 1996 ara.
Ya.r Intare.t Rata Dally Inter..t F.ctor
Vaar
Intar..t Rat.
D.Uy Inter..t Factor
1'12 zax .000541 1917 OX .000247
I'as lOX .0004SI 1911-1991 llX , DOUDl
1914 llX ,00OSIl 1992 OX .00U47
1915 In ,ODOS56 1995-1994 7X .ODOI'Z
1966 IU .D00274 1"5'"1996 'X ,000247
ulntar..t I. c.lculatad .. follow..
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. 1..UId .ftar thl tax b.c~' dlllnqu.nt will rafllet an Intera.t c.lcul.tlon to flftaen (15) d.y.
beyond thl data of thl ......aant. If pay.ant I. ..d. aftar tha Int.r..t caeputatton data ahown on thl
Hottc., additional Int.r..t au.t b. calculatad.
_- -.. _ .~ r' ..... __ ...
1.5 (,,{) '-/.3
R!V-1548 !X AFP (12.95)*
CDHttOHWEAl m.:W PENHSYlVAHIA
DEPAAlHEHl rW' AEv[HUE
BUREAU Of 1"UVlOUAl lAkEl
DEPf. 11D601
UARAI'1IURO, PA 17UI-06Ol
-/.
ESTATE OF BARRICK
NOTICE OF INHERITANCE TAX
APPRAI8EHEHT, ALLDHANCE DR DI8ALLOHANCE
OF DEDUCTION".. AND A88E88HENT OF TAX ON
JOINTLY HELD DR TRU8T ASSET8
A DATE OF DEATH 09-24-95
,
---
DATE 05-13-96
CDUNTY
CUMBERLAND
LEROY
FILE NO. 21 95-0764
S,S/D.C, NO. 207-22-0800
ACN
95161502 .
REMIT PAYMENT TDI
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE, PA 17013
A.ount R..ltt.d ~
MARLIN L BARRICK
188 MCALLISTER CHRCH RD
CARLISLE PA 17013
CUT ALDND THIS LIN! ~ RETAIN LDWER PDRTIDN FDR YDUR RECDRDS ~
R-E;;=isirs.iiC.AFFi.ri1i:9sj.............-.....----..--...----------..-..--..-.---.-.-----.....--..-.---...--.-.
NOTIC! DF INHERITANC! TAX APPRAISEMENT, ALLDWANCE DR DISALLDWANCE DF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JDINTLY HELD DR TRUST ASSETS
DATE 05-13-96
ESTATE OF BARRICK
LEROY
A DATE OF DEATH 09-24-95
FILE NO.
21 95-0764
TAX RETURN WAS.
S,S/D.C, NO. 207-22-0800
() ACCEPTED AS FILED (X) CHANGED SEE
JOINT OR TRUST ASSET INFDRMATIDN
FINANCIAL INSTITUTIDN. HARRIS SAVINGS BANK
ACCOUNT NO,
COUNTY CUMBERLAND
ACN 95161502
ATTACHED NOTICE
17-56-246545
TYPE OF ACCOUNT. () SAVINGS ( ) CHECKING ( ) TRUST (lO TIME CERTIFICATE
DATE ESTABLISHED 02-04-94
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
,DO
0,500
.00
, DO
.00
,06
.00
NOTE. TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
DISCOUNT (+)
INTEREST (-)
RECEIPT
NUMBER
AMOUNT PAID
,00
.00
.00
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DU!
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIDHAL IHTEREST, ·
IF TOTAL DUE IS LESS THAN II, HO PAYRENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU HAY 8E DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTION.. I
.
I
'I
i
','
,;
i
i ~
i
"'W,)::.
In t!(
15,!!] r;- .ija:
~
1lJ~ ::S
'"
15'0 . 9' ii":':J
f't"
'gla ~ -'. iij
.- t::
~.~ ""(,lj
'-:,.0
~ 'aJ E
:a:a: od
'"
-1
C-t
V' ~ ..
-.,"i"._
"4"~,,__.;-,:,,:
, -.'.-: ,'.
, , ~,
"'t,
"', :
;;' ,.
. .
''"~
:" ,'j:.-,;
. '..,<.
: '< ~,.,; ,
..
;.jlb'
ti.: !"'_~! :-'J.;"-; _C~'
'0
.<11
~ ::
C\
\'!
c:>
t:l
C
f"1
t:~
~,a.;
co
.-
,
P\JIlPOSf ..
NOTICE.
~1 ~Y:. ~.,.i
tfO:-!!"lflll ~ r....l~h of hcUon ZlU (b) of the JnherltMC. IInCf Eat.t. h. Act, Act tl of In5.
QIU:P,I, 1401.. 91~'::>
a: . UU
DetKh tM top po,.Uon 0' thh Hotlce IInCf eubIIlt ..lth !tour plYMnt to thli RI.ht,,. of Willi printed on the
r.".,... Ila.
.... 1Wl, r:heck or MIne)' or.,. plubl. tal REGISTER OF MILLS, AGEHT.
PAYI'IEHT.
REFUaJ (eA) I
A nfWMI of . ta. credit "1' be rlaqU..ted by cOIIPlaUng ... '"Application for RahN of PennavI"..,.a
!nhllrltMCI 8nd E,tat. r.... (REV~lSU). Application. ara l"'IU"'I, at the OfficI of tM Reahhr of ..Uh,
MY of the U RlvMUII Dhtl"'Jot Offlc.. or f,.a U. Depart.."." "-hour .......rlng ..,.vlea ftUIIbers fa,. '0,.., order1ntl
In Pennlvlven., I-IID-III-'OJ., outalde Pennlvlvenla ~ .,lthln local Her,.l~rl .,... (717) 7.7-1094,
TUDI (717) "'''UII CHudna Illpalrlld Dnb).
OBJECTIONS I AnW p.,.tv In Int.,...t not ..tl.fl~ .,Ith the .......ent 0' tlx '1 .hown on thl, notle. "V object vlthln
abety (6GJ chlv' 0' rec.lpt 0' this Notlc. bya
"-written prot..t to the PI ~'rt...,t of R.v...., ao.rd of Appe.ls, Dept. ZllOl1, Herrhburll, PA 17UI"lD21, OR
....llHtlng to ttw. the ..tt.r dIIt.nlned .t IlUdIt of ttMi per.onel repr..entaUv., OR
.........1 to the Drphwt.' tourt.
AllIIN"
IITRATlVE
toRRftTlDHSa
fectuel .rror. dlscovared on thl. .......ent should be addr...ed !n ..r!tlng tOl PA o.p.rt-.nt of A.vlnUl,
lurleu 0' Indlvldual T'M", ATTHa Po.t ,.....-.nt R.vl... unit, D~t. 210601, Harrl.burg, p, 17121"0601,
Phone (717) 717"6505. S.. Pili 5 of the bookl.t ~ln.trUQtlon. 'or I~rltlnC' TIM R.turn 'or. R..ldent
Dlcldent~ (REV"ISOI, 'or 1ft ,.plenltlon a' ~1"lstr.t!v.IY correctlbl. .rror..
PENAL TV I
The 151: t.lII MnI.ty nan"p.rtlolp.Uon plftlllty h c~ted on U. tot.1 of the t.. ~ Int.r..t ........., Met not
"Id blfor. J~ry II, 1996, the 'Ir.t day .ft.r the .nd of the t.. ~.tv period. This non-plrtlalpatlon
penalty h ....allbl. In ttMi .... '''''''r and In thl the ... tI_ p.rlad .. you would IlPPlll tM tllll Ind Int.r..t
th.t h.. bun ......ed .. Indlcat.d on thh notlc..
IHTEREST,
far dati' a' de.th on ar Ift.r 10"5"'1, Penn.vlvanl. E.t.ta T.. b..ed on the f....r.l Est.t. T.x
r.turn b1coa.. delinquent .t the ..plr.tlon of nlne (0') lanth. fro. the dst. of d..th.
far d.t.. of d..th prior to 10"5-'1, Penn.ylvanll E.t.t. T'M b...d on the f.der.l E.t.t. TaM r.turn
beCOle. d.l!nquant .t the ..plr.tlon of .Ight.an (II) ~th. 'roa the d.t. of d.lth.
T,," which bIcM. dlllInquent befor. JWIU8ry I, 1912 b..r Int.rllt .t ttMi nt. of .he U:O percent par ItV'IIA
calcul.tad It . dIIlb r... of .000164. All bMII .....Ich bec... deUnquant an ar ,'tar J..,arv 1, l,er will belr
lnt.r..t .t I rat. which will v.ry fro. cIlend.r y'lr to c.l~r v..r with thlt r.t. announced bV the PA
Depsrt.ent a' R.vanu.. The BPPllcabl. Int.r..t r.t.. far 1912 through 1997 .r.,
Y..r Intlrllt ht. Dlllv Int.r..t feotar Vaar Int.rnt Rltl D.Uv Int.r..t factor
19ez 'OX .OOGSU 1917 OX .000247
".. I.. .aaOUI 1911"1991 IIX .00UOl
".. IIX .000501 1992 OX .0aU47
1915 "" .000556 1995"1994 7" .000192
"" 10" .000274 1995"1997 OX .000247
".Int.r"st I. cllcullt.d .. follaw.,
INTEREST . BALANCE OF TAX UNPAIO X NUNBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
....Anv Hatlcl !..ued .ftlr the t.M b1c~. delinquent will r.fllat 1ft lnt.r..t c.lculltlan to fl,ta.n (15) day.
bevond thai d.t. of thai ......Nnt. If p.YHnt .. .Ide I".r thai Int.rllt CHpUtlUon dlt. ahown on the
NotlCI, adcUUon.1 lnt.rllt .."t be c.lculltld.
/5-{{l -/3
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF DETERHINATION AND
ASSESSHENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
*
BUREAU OF INOIVIOUAL TARES
INtIERIfAHCE lAM DIV11IOH
DEPf. 110601
HARRISBURG, PI 1'.'1-0601
<,1
1"-lItlla"III'''1
WILLIAH P DOUGLAS
27 W HIGH ST
CARLISLE PA 17013
03-24-97
BARRICK
09-24-95
21 95-0764
CUHBERLAND
202
AMount R..Ht.d
LEROY A
HAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUHBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTEI To lnaur. proper credit to ~our eccount, aub"lt the upper portion of thJa for. with your t.K pay..nt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ~
RE-Y:736--EX--AFP--io3:-97j-----.-i-NiificE--OF--DETEiiHiNiifio-N-AN-D-AS-SESsiiENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER 55
ESTATE OF BARRICK
LEROY
A FILE NO.2l 95-0764
ACN 202
DATE 03-24-97
ESTATE TAX DETERM~NATION
1, Credit FDr Stete Deeth Texes as Verified
15,776.00
2', PenneYlvenie Inheritence Tex Assessed
(Excluding DiscDunt end/Dr Interest)
33.739,26
3. Inheritence Tex Asseesed by Other Stetes
Dr TerritDries Df the United Stetes
(Excluding DiscDunt end/Dr Interest)
.00
4, TDtel Inheritence Tex Assossed
5, Pennsylvania Estate Tax Due
6. AmDunt Df Pennsylvanie Estete Tax PreviDuely Assessed
Based Dn Federal Estate Tex Return
7. AdditiDnel PennsYlvenie Eeteta Tex Dua
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AHOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER TNIS OATE, SEE REVERSE SIDE IIF TOTAL DUE IS LESS THAN .1, NO PAYNENT IS REQUIREO
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE
DUE A REFUND, SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
.00
.00
,.
N t::!'(
N :io..
~
n.. "
0 ." ',J
N
~
:.:! <1
, .0
p; , E
~8
;5 <n
..
'1
f}h
"'a;
a::
PURPOSE Of
NOTICE.
To fulfill the requlra-.nt. 0' Ilellon 2..5 lb) of the JnherJt~. end E'l,t. T.~ Act, Act 21 of 1995. (72 P.I.
SecUon 9145).
PAYHEHTI
Dat.ch the top portion of thl. Notle. ~ .~.t with your p.~t to thl RI,l.tar of Will, printed on the
rava.... lid..
... Hah check or IONIY arefel" p'wlbl, tOt REOISTER OF MILLS, AGENT.
REfUND (CR'I
A r.fund of . hx cndlt .., ba r.queltld by co.,.atlng .,. "'ApplJutlon for b,und of P.""IVIVMI.
lnherlt~. end E.tat, 'IX'" (REV-ISIS). Application. '1'" 'v.l1~1. It thl a'flcl 0' the Rlllatl" 0' Willi,
~v of the IS Revenue Dlltrlet D"lc.. Dr fr~ the D'p'rt.~t.. 24-hour anlVlrlng ..rvlel nu.bar. far for.. orderlngl
In P~'vlv~J. 1-100-'62-2050, outside Pann'Ylvanl, ~ within 10ca. Ha..rl.burl ar.. (717) 717-1094,
fDO. (717) 772-2252 (H..rlng J,,'lr~ Only).
.'
C.JECTIDHSI
Any p.rty In Int.r..t not ..tl.fl.d Nlth the .......~t of t.x .. ahown on thl. notlc. ..y obj.ct Nlthln
Ilxty ('D) d.y. of rlcllpt of thl. Hotlcl bYI
.-Nrltten protl.t to thl PA D.p.rt-.nt of AIV~, .o.rd of App..I., D.pt. Z.IOl1, H.rr.sburg, PA 171l'-10l1,
..-.llctlng to h.v. thl "U.r d.t.ralned .t .udlt of the pUlonal r.pr...nt.tlv., OR
--appeal to thl Orphans. Court
OR
\
ADttIH-
ISTRATlVE
CORRECTlDHlI
Faotu.1 .rror. dl.cov.rld on thl. .......ent .hould b. .ddr....d In writing tOI PA D.p.rt'ent of A.venue,
.ur.... of Indlvldu.l T...., ATTH, Po.t A......ant A.vl'N Unit, DIPt. 2a0601, fllrrhbura, PA 17U'-06U,
Phone (717) 7'7-6S01. SI' p.gl 5 of the bookl.t -In.tructlon. for Inherltenc. '.x R.turn for. R.sld.nt
OIcldent- (REV-IIOI) for In ..pl~.tlon of .~lnl.tr.tlv.lY corr.ctabl. .rror..
I
PfHALTY.
The IS~ tax -.ne.t~ non-p.rtlelpatlon p~.ltv II co~tad on thl tot.l of th. ta. and Int.r..t .......d, and not
paid b.for. Janu.ry .1, 1996, th. flr.t dav Ift.r the Ind of thl t.. .-nI.tv p.rlod. Thl. non-p.rtlclp.tlon
p~.ltv I. app..labl. In the .... '~.r and In the the .... tl.1 p.rlod I' YOU Nould .pp..1 thl t.. end Int.r..t
th.t has b.an .......d .. Indlcat'd on thl. notlc..
I
,
INTEREST I
Additional P~.vlvanl. E.tat. T.x .......d a. . r..ult of . chana. on thl fadar.l E.t.tl T.. clo.lng
1.Uu b4tcoae. dallnqu.nt .t the .xplr.tlon of DnII Cl) .onth fro. thl d.t. the fln.l notlCI of the Inc"...
In Feder.. E.tat. T.x I. ree.lved.
1
T.... which bee... dlllnquent b,'orl Janu.ry 1, .9.l b.ar Intara.t at thl r.ta of .Ix (6~) p.rcent p.r annu.
calcul.tad .t . d.ll~ rat. of .000164. All tax.. which b,c"l d.llnquent on or aft.r Janu.ry 1, 1"2 NIII be.r
Intlr..t .t . r.t. whIch NIII vlry fro. c.l.ndar va.r to caland,r y..r Nlth that rat. ~ouncad bv tha PA
Dep.rt,,"t of A.venu.. ThI appllcabla Int.ra.t rata. for l'IZ through 1'97 .rl,
~ Intu..t Aat. Datty Intl".t Factor !!!r Int"... A.ta D.II". Int"..t F.ctor
1912 lOX .OID5'" 1917 OX .00Dl47
1915 IIX .00D41a 19"-1991 IIX .DOOSOl
191. IIX .IDOSOI 1991 OX .DOOl47
1915 In .OOOSH .99.1-1994 7X .000192
I... lOX .000274 1995-1997 OX .000247
.-Int"..t 1. calculat.d a. 'allow..
I~T . BALANCE OF TAX UNPAID X NUnBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Hotlc. I..u.d .ft'r thl t.x bacoaa. delinquent Ntll r.fllct ~ Int.r..t calcul.tlon to f1ftlan (15) d'YI
bllvond thl dlt. of the ........,..t. If P'YHnt II _ada .ft.r thl Inter..t co~tat1on date .hown on thl
Hotlcl, additional Int.ra.t IUlt be calculated.
I :', i f
I A- IJ.. (JI\) I~ t.' J.
,,~:~i~ INHERITANCE TAX RETURN
~_ RESIDENT DECEDENT
COMMONWIAI1l10' "lIl1mVANIA (TO BE FILED IN DUPLICATE
o(P"'Il'M~N' Of II(V(NUE
""'I.~J.b)~n\lI"" _ WITH REGISTER.~~ ~ILLSI SOlJt-!lJ SODE., YEAR
D Cl tt.: N....... II" . III . AND MID If INI .All OIC! INI"' (OMPLI I ..DOl " ,
~t.\ ('rle\<- , l-<'ro'1-1~ _______' fl..V M, ,\ II, sf",,, l...,/, "-<I
'OCIA" U"""U...... .A"O' 'A'" I.A"O""'H ~ ~.I''l.rll \ Ie, rA , 1"7 U(3
,., -c,S-/7-(,,'f 1~ !:"_I--'iJ:lri"O f.."~~~''-~~''~I......:.
I" ,,"tlCIo&111 'VIWWIflO'HlUU' HU"'ltA,I, ",,1 "Nil M,ODt tN'l''''1 lOCtAI !l(cutfY I~ MI'1l AMOUNT nClIVID tifl ttdllUClION!t)
IItV.ltOOUt {1ilUI
15
6l
III
.,
~
.."'''
1IlB:~
:c"9
u~..
13lii
....
..z
8le
- .. ,,-
-.., -- -
)- ,
7"Lf
NUMBER
o 1. Original Rlh""
o A. lImit.d blolt Futur. Int.r.,t Compromls.
(for do',. of death olt.r 12.' 2.821
o 6. O.ced.nl Died Testate 0 7. Decedent Molnloln.d 0 living TruI'
(Alloch copy 01 Will) (AlIoth tOpy of Tru.l)
ALLCORRISPONDENCI'AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. <
NAM f. . I COM.tE I MAlliN ADOlf' -
w tl t OL\(,-' Ii <:. J/ I (,u. l-f I "j, S I
",,,HOII' HU.... ( I I I i~ 9 I fold \ ,,>
'-!.il-r .1, e ,r~. ,.., ~
+ +
20. "line 19 II greater than line 18, enler Ihe differ. nee on line 20. Thh I. the OVERPAYMENT.
a O.lITft1':1!11Ho.If"'I_TZ"'."I"'"''''''~~lIilt.,.I..mmn_'j,11I_'l'j",.~.j,,""1
21. If lIn. 18 II or.ol.r than line 19, .nl.r Ihe differ.nce on line 21. Thl. II the TAX DUE.
A. Enler the Inl.re.t on Ih. balance due on line 21 A.
B. Enler Ihe tolol of line 21 and 21A on line 218. Thl.1I the BALANCE DUE.
Make Checle Payable tal Regl.ter of Will., AU.nl
z
'"
S
E
~
..
,. R.ol Eltall (Schldule Al
2, Sloch and Bond. (Schedule B)
3. Clollly Held Slock/Partnenhlp Inllre.t (Schedule q
4. Mortgage. and Nole. Receivable (Schedule D)
5. Ca.h, Bank Oopo.itl & MllcollaneouI Po"onal Property
(Schedule E)
6. Jointly Ownod Property {Schedule fJ
7, T,an.le.. (Schedule G) (Schedule II
8. Total Gran An.ts (Iotallln.. 1..7)
9. Funeral Eltp.n.... Admlnl.lrative Cost., Miscellaneous
Exp.n... (Schodul. H)
to. O.bll, Mortgoge lIabll1l1.., liens 'Schedule I)
11. Tolal o.ductlon. (lotalUne. 9 & 10)
12. Net Value 01 Ellole (line 8 mlnu. line 11)
13. Charitable and Goyernmental Oequ.." (Sch.dule JI
104. Net Value Sublect 10 TOK (line '2 mlnuI Une 13
15. Spou.al Tran.'e,. (for do'.. of dealh alter 6.30.94)
See In.tructlons lor Applicable Percontage on Rev.n.
Side. (Include 'Value. 'rom Schedule K or Schedule M.)
16. Amaunl of line 14 tOKobl. at 6% rote
(Includ. 'Value. from Schedule K or Sch.dul. M.)
17. Amounl of lIn. 14 taKable 01 15% role
(Includ. valu.s from Sch.dule K or Schedule M.)
18. Principal tax due (Add lox from lIn.. 15. 16 and 17.)
19, C"diu Spou.al Po'Verty Credil Prior Paymenl'
03,
05,
R.mainder Return
(for dot" of dealh prior 10 '2.13.82)
Federal Estat. Tax Relurn Required
_ e. Tolol Number of Sof. O.pa.1I 00110"
'0 :0
. ('I
(11
(21
(31
(A I
(51 '" I-f:.-.:J-J...S:. ). S-
161
17l
t ~.
GI
r-.l
..J..)
z
..
~
~
..
..
u
~
...
"
'.1 :::.
'>J
(8 )
~ -----
....'1- 7l':>, 2-!o
(91
(10)
(111
(121 2-'t. 7'1i'':J-,~r'
(131
llA
.:z-", ...., I' ,.;: .)S'
(151
(161 ?- If 7 X ,'), ).:>
(17)
)(._-
)( .06.
/ 4. J? 7, v<!
)( .15 a
(181
Olscaunl
Inler..'
(191
(20)
(21)
121A)
(2181
IL.l l?'7-. 00
/497,<!<)
t. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH 1
Under penallle. of pe,lu,y, 1 decla,e ,hall ha,e ..amlned ,hi. ,.Iurn, Including accompanying "hedule. and .Ialemenll, and 'a ,he be.. 01 my knowledge and bellel,
it 11 true, correct and cample'e. I decloro thai 0\1 real e.la'o ho. been reparleer 01 Irue mark.' value. Declaration 01 preparer olher than Ihe penonal representative II
ba..d on all Information 01 which pr.par., has any know led g..
!I10NATURE O. PIUON IlUPONSllll fOR mlNO fltTURN ADOItUS . DAn. J
. ~ -----.- ---=--- ....-,--'/f J.J.S /1 S
A.." ~ . , ,DOt1GtAs;1JOUGtA~ IS. UUUULAS OA~Y f
^. nil rc'r 1.'.c.t=A -: ~'~R~~~E~~~ 17013
!I10NATUltl D. PUPAU. 01HU THAN RtPItUlNTA
Act 148 of 1994 provide. for the reduction of the tax rate. Impo.ed on the net value of trander. to or for
the u.e of the .pou.e. The rate. a. pre.crlbed by the .tatute will bel
e 3% (.03) will be applicable for e.tate. of decedent. dying on or after 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for estate. of decedenll dying on or after 1/1/96 and before 1/1/97
e 1% (.01) will be applicable for e.tate. of decedenll dying on or after 111/97 and before 111/98
e Spou.al trander. occurring on or after 111/98 will be exempt from Inherltanco tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make a Iransfer and:
a. retain Ihe use or Income of Ihe property Iransferred, .......................................................
b. retain the rIght to deslgnale who shall use the property transferred or Its Income, ..............,
c. retain a reversionary Inlerest; or ...................................................................................
d, receIve the promise far IIle of either payments, benefits or care' ......................................,
2, If death occurred an or before December 12, 1982, did decedent wllhln Iwo years preceding
dealh Iransfer property without receiving adequate consideration' If death occurred after
December 12, 1982, did decedent Iransfer property within one year of death without receiving
adequate consideration'........ ....... ....... ...... .......... Of..... ....................... to.. ..... ...,.... to..........f.
3. Old decedenl awn an 'In trust far' 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.
~~C1.9~
o
...... "~UOIII. CJ.II)
A-<<.{c?NMd
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploas. Prlnl or l' .
'*'
COMMONWu'UH 0' rfNNIV~VANIA
,N.SIIlAHCS 'AI llTUl.
1lIIDINT DKIDIHf
TA OF
~e.(?O~ A, Dt ('('ILk.
(All p.....rtv lo'n,I)'oOWtl.d I.h .h. II.h. 01 Svrvl....hlp ..v" bo dl..I..... on khodvlo "
..l.1 1S- - V, 1..4-
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE 01' DEATH
1.
p~(~~,i) f ROfJ2rft -~~Q 2;/I?~, uu
~ r- <>< (" ,?f., f. l. r- , - 4-L-<..
. tfZt7-t-L ~<-t"-~ ...,~
~~rr--~~
~A~(t-
,;) '-1-/ 7K5'.2.)
TOTAL (Also .nlor an IIno 5, R.capltulatlon $ c:J If, 7 ! !:J-, 2-5:
(A"och addlllonol8W' N 11" ahettllf mort! space I, nMd.d.)
''''.-'.-.-""
.,
--~-'-'- -- '-..'-'--..----..----., -->>.-....-.--'---.,---.,---
DI'OI'f
I.
...)!/~#--;'- ~
-(/''''y ~
-
(J
flCIfI' ~
.-
DATE ~.~ 19 It,:)
~I J. -..ft,j:,
";.r....'...l\.~~\_J,\r!.-..c..~.'~ w,.~;r...,~
CURRENCY
COINS
CHECkS - LIST IV lANk NO,
\'f:".
1.2
.....
- / i
7 "0 cf
'.,
"
~
,
m~HS AND OTHE. 111M.' S All arCflVID fO. D"OSIT
r THI "IIMS AND CONDlllONS 01' THIS IANK'f
'D S'2T, '1IASE INDOUI All CHIOl
...."wIlD..... ~1~~~'~~17!~~~t! qg~~W
.l;:>b'i~~Al. \~; n ~
-._-_._~--
----
,I) 'L.~' l-" ',' ''r...-1- J
/. "I
7" J" ,"", (l' J,
I ,l.-C-a..-/v...~ .:..>..:......,~... .' tl ''-Vl.-
~8)~;~::;t~~ /tA:,t-
1.' ..I c....-,.....-.-~
jC1~'" -l"':'.(.J~,L"~,
') , J r' /1 .
~~ :"-1.- - ::!rht.<~{-
_?L~r ~,e~~cr- ~tQ. ~ .~ c.'1k-J.
"/..... ,'ld- ~J '
" . .. f ,
(U'\o'~\ /1:.. ~r:-
~~_ ._.:--,,;.W..;.....,.tU.... 'L
~,~"i.-(.~,J- /2..~
':~""""1-' '1 ,I::c-r:,-.....\. _~I.....<.!..- C a,~
i \,~ V -.j/n,o{ t--J.~<-<-1l/bi.,.........f ;a~7'
.C-c<<).;__ Jb2 .L..",A! ?J:.L:,/
'- ' } r .......--::; ,1 . ,J .., t /1
~., ,(. .:')~ ~U1' ...~ X~-k
/lc.tv' ~f/u.-.:.t... tU.:.~tt1u...,) Ut:..A
., ;l , 7. , , ,J.
7, (.':"1:,y "'~1,li../~/-t?~~......-
~:~ ~~r- , ~--"'~
:> f", 0....1.....~/h--i.l~t '\.~"\,.......'- ~...
~' Qt:- ~eQ ,t.?i !:"'~ 4~?
1&J...t...~ ~~
~~~~~ '~LIfAJ.A7 f!U'j~ , '
oJittJ.,~, 9- T U..0V l.'-t: '''o.J-J ;(J:1~~,
ttt~ ((~.(t Ck'J k- ,
-~Lc~~ (.v...a~
".~~ ~~\l. -Vl.~",-j, e~
-,~i~", c..J.~ l1~~'-i-~e.~
fN;::'~~~~b;:~ ~ ~\ '
-V:~ ~
,~~!~~-Z1 J,,!'o
~ /j'f/~~
'-7// " h I 1'\ .b,.{ ,"l-ff..UI
.......~..--~~."~",,.....-
-, ,
'-L. O-"'~
, ....\ )
u"!L' (:.'i
l.j., - .:7)
7.~- (.1.:
.f{,j- 'i:.I
,')' \
~ .>', ,t.
'7.:!;~ ,1.)
j () ,f'lJ
j () .:I'D
/C,?C/ ClU
I () ,'l ,1
/0 ,ry)
I 00 (') ()
lei (/0
.:;'0 t:1 D
J .1..7 - rt'-6
- ~\
15 .::'-c.'
/0 do
1f.l L>-c
7(.) &,.,;;
I c..) (/1)
.)}~') cr.J
3 ,t)
-') ^
'.7 G en)
-
/ 5 ,It
gs-,i'lJ
.jl. 0 tl7J
6'?J tV
75: c2J
5t} c:/"tJ
~~"i!'::
- 1
6',. t.~
o .:'/z/
';? / ^"".". _ '" r;:}... _~""
.-- -'... ,
: U i .f' i-
,1/
~ / 'i/3 ,'~
.;
.-.' -... ..- --... ..., >_....
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.28060 I
HARRISBURG. PA 17128.0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
.
NO. AA 296602 AEY'''.'U(Il:.''
RECEIVED FROM.
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
DOUGLAS WILLIAM P
27 W HIGH STREET
CARLISLE, PA 17013
101
. 1 . '11i7 . 00
f
~
FOlD HERE
FQ.D HERE -
ESTATE INFORMATION:
FILE NUMBER
NAME OF DECEDENT (LAST)
(FIRST)
11.11)
DATE OF PAYMENT
POSTMARK DATE
COUNTY
TOTAL AMOUNT PAID
.1,487.00
CUMElERlAIII
DATE OF DEATH
REMARKSMARLIN L BARRICK
C/O WILLIAM P DOUGLAS
SEAt;:HECK# 104
REGISTER OF WILLS
~ DO
RECEIVED BY $??l~ (7 "-''-/..4..4-1/
MARY C. IS
REGISTE,R F WILLS#Uo-1;1l~
.ur--.----:--.~------...~'~'"~___:_:_""~..:'7~_~::7:~-.~.~~-.--~'-~------_;)--....--~
" '."
i . ''''.i -,..", '
,.;. . ,
. :1,. _,
~' ,,,~
i I
l"
\. ", ""
\, .
,
.,
,
''1['
"..-.-._"~..-
,
---
r"-
~.....--.....1_1I
---,.,."..-
~-~,
-1___.
,
. -J' .-... -- - .....
.._--,. .._-"
\
15~ 6()~ 13
BUREAU OF INDIVIDUAL TAXES
INlERlTAHCf fAX DIVISION
DEPT. 21060l
HARRJSIURG, PA 171ZI-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HOTICE OF INHERITANCE TAX 0 C T 2 1 1998
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
IO'-"dll tit CI...,.
~-
WILLIAM P
27 W HIGH
CARLISLE
DOUGLAS
ST
DATE
ESTATE OF
DATE OF DEATH
FILE NUNDER
COUNTY
ACN
10-20-1998
BARRICK
09-24-1995
21 95-0764
CUMBERLAND
101
A
LEROY
PA 17013
..ount R...t ttad
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiif';:i5'4"'7"EX-iiFi.--c09-:m--iiiii'"icnWYtiHEifii'ANCi-TAitXppiiXisEiiiii'i'-,--iii.i."oiiANCi-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARRICK LEROY A FILE NO. 21 95-0764 ACN 101 DATE 10-20-1998
TAX RETURN WAS' I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Rod Eototo IS_dul. A J (11
2. Stocko ond Bondo (Soh.dul. BI 121
3. Clos.ly Held Stock/Partn8rshlp Int.r..t (Schedul. CJ (3)
4. Hortgagea/Hot.. Receivabl. (Schedule DJ (4)
5. CashlBenk Deposlta/Hilc. par.onel Property (Schedul. EJ IS)
6. Jointly _ Prop.rty ISch.dul. FI 161
7. Tronlf.ro (Schodul. GJ 171
8. Total A...t.
J CHANGED
NO. 01
,00
.00
.00
.00
24.785.25
.00
.00
IBI
NOTEI To In.ura proper
cradit to your account,
sub.lt the up"r portion
of this fo~ "lth your
talC pay..nt.
24.785.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral EMpen.../Ada. Co.t./H110. ElCpen... (Schedule HJ (9)
10. OobtolHortgovo Llabl11tl.0/Ll.n. ISoh.dul. II 1101 .00
11. Total Deduction. (1lJ
12. Net Value of Tax Return (12)
13. Ch8rltab1./Gov.r~ental aeque.t.l Non-elected 9113 Tru.t. ISchedule ~) (13)
14. Hot V.I". of Eaht. Subj.ot to ro. ll41
NOTE: If an assessment was issuod proviously, linos 14, 15 ond/or 16, 17 and 18 will
rBfloct figuros that includo tho total of ALL roturns aosossod to dato.
ASSESSMENT OF TAX:
15. "ount of Line 14 .t Spou.al rate (15)
16. Aaount of Line 14 t.xabl. at Line.1/Cl... A r.t. (16)
17. Aaount of Line 14 taxabl. at Coll.teral/Cla.. a rate (17)
18. Principal Tax Due
TAX CREDITS:
PAYlIENT
DATE
12-22-1995
04-22-1996
08-28-1998
.00
nn
24,785.25
. DO
616,078.66
.00 K .00.
616.078.66 K .06.
.00 K .15.
llBI
.00
36,965.00
.00
36,965~
RECEIPT
HUHBER
AA082435
AA1l2755
AA296602
DISCOUNT I-I
INTEREST/PEN PAID I-I
1,738,74
,00
,00
33,036.00
703.26
1.487.00
AMOUNT PAID
INTEREST IS CHARGED THROUGH 11-04-1998
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
36,965.00
.12
292.02
292.14
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
~ - ~ -.~l>'
,iriiV., >
.
.-" ~ ~i~f?F~~;;0J;~~:t~-'.~it;q1;:fi'W?~;fj~at'~;~~~~~;f~~~:t\~a'!~~t~~~-~'- ~"'"._ 0'--'
7
"
;',,1';,:' .
,..',',....
.,:.'" '
'.
," <; , ","~' '
"';'.' ".
;" ::" , " 'c
~ . ;:". :, .
'. " ;'.
, .-',
':,.,....
",':".',.
.
'.'
',"
.' .:,>.
'c'
:,'.:
" "
"r! :f,j"I'
;.,.:. . ~.:
';,'<'.'
i\~~'C,
.,;';.;,"
';." ,:': ",
.' .,'
-' .','
,':. .
i'(:: ,,:~:},.~;,
j" ',J ,'~~~= . '.' ;',. .,
"'1," ':." d :""
:",.,.;, "~:':":" .C'" ',C'.',:.: , ..,.,'-~':' ,-':, \.::. .;c':
u"<: ';"': " .::,~;,:
,,;../,"",.,.
'...' .
: ' ',. ' -,
.. " " ': ",.-.. ' , :,'
, , '.:,.... ,.....:. ": ", " "..
. " . .', ':~.. :H;~:
I;' .. .':.
,,,':'::,~
;::- i. '.' ,,"
.T,'.' ", , ,'~;
'. '.
;.
.':, ",;,;
>". ,
:,
~~:
",'
.' '.':,.
t1
':. ..,.'
...,. :
,>:::'~
:: ..,'
" c':: ""<c.
'".::'.
!~ '.' :,:
',- :,'-::, .:.
.. ..: . - '.
',/: .-.... ',", .
-, ,:.. "
',~ ,.,\:~.,.}.l:;~i'h' "
',;; "','."" "
',' "
.:.
".'Y
:::'.':. -
-:";"";,
:1"> "
~;,' .
',.>'- '.
..;.
,c.>.....,
'..
}:,'
"';
.:
"',,:' "
, .
::
(.~:;: .: / '~...,....
..:< ',< .', :,:,"'(-." ,";....
:' :(,::\,,;'
-- :>?C":.-..,.'"
..
.
-" ---- -~,..~.--_.-
.... ....
!5-'{,b ,/3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:J:NHERXTANCE TAX
STATEMENT OF ACCOUNT
c.
'*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PEPT. 110601
HARRISIURO, PA 171za-06Dl
In.UI1UU,n...1l
WILLIAM P DOUGLAS
27 W HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
09-28-1998
BARRICK
09-24-1995
21 95-0764
CUMBERLAND
101
bount R_itt.d
LEROY
A
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
HOTEl To insure proper credit to your account, .~lt the upper portion of thl. fo~ with your tax p.~.nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iifv=i6o'f-Elf-AFP--roi-:971-------...--iNiiERiirANCif-YAX--STiifEHE-Nf-o-F-Aifcouiff--.-i.---------------------
ESTATE OF BARRICK LEROY A FILE NO.21 95-0764 ACN 101 DATE 09-28-1998
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOIIN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 04-15-1996
PRINCIPAL TAX DUE, 35,478.00
PAYMENTS (TAX CREDITS),
PAYMENT RECEIf'T DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-22-1995 AAD82435 1,738.74 33,036.00
04-22-1996 AA112755 .00 703.26
08-28-1998 AA296602 .00 1,487,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN U,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" !CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
TOTAL DUE
36,965.00
1.487.00CR
.00
1,487.00CR
L"
<,
,',
PA\1tEHT.
L~.,
Detach thI t~ po,.Uan of thl. NoUce Met ....It tdth )'OUr plPWSt ... PII)'11bl. to ttM ,... end -.id,....
prl"t~ on the reve,... .fde.
L1
"'.If RESJDf.XT- DECEDOfT... check or ~y or"'" payllbl. tal REGISTER OF WILLS, AGENT.
;-~ . -- -.1\ '. ' ,
f_ If frDf-RBJOEHT ~CEDfHT ... c:Mck Dr ~y order p.y.ol. to, Cota1OHWEALTH OF PENNSYLVANIA.
RffUHD CCRh . refund of I tax arMflt, MIlch w.. not r.....tMt on the Tax A.tum, ..y be requ..tlld by cc*pleUna ~
-AppUcatlon for Refund of ~IYIVWlI. IntMrJtence W)d Eat.t. Tex-' CREV-UlS). Appl1cIUonl er. ..,.lhbl. at
U. Office 0' thI Rqhb,. of "Uh, MY of U. Z1 Revenu. DlIt,.Jct Offjc.. or 'r,. the l)epwtMnt'. 24"ttour
.......rlna ..rvlet! l1UIItNIra for 'or.. orderlnGl In Pemlyl"....l. 1-eOO-56Z-Z051, out. Ide Pennayl".,..
end withIn local H8rrlaburg .r.. (717) 787-8094, TOOl (717) 772-2252 I"-.rlna 1~.lred only).
REPLY TDI
Questions rllg8rdlna erron contained on thl, notice should 1M; .tdnulld tOI PA o.p.,.t.nt of Alv.nue, lur...,
of Inctl"I_. TllC.., ATTN. Po.t A......... R.vlew Unit, Dept. 280601, Htirrllbuf"ll, PA 17121-0601, phoM
(717) 717"65'5.
DISCOlIITI
If ..y tax dull h P.ld tdthln thr.. (5) c.I"-'.r .oothl .ft.r u.. ~""'t'. death.. . 'Iv. P8rc..,t (5%) discount
0' the tax P11ld 1a .Uowed.
POCAL TV,
n. 15% tax ....ty non"perUclp.Uon pwl.1ty 11 c~tlld on the to hi 0' tIM ta. and Int.r..t ......ad.. .m not
Ptlld ba'or. January 18, 1996, tIM fir.t d.y .'br tl'M end of tIM ta. ......tw P8rJDd.
INTERbTI
Int.r..t h charged beahvtJng with first d.y of d811nquMcy, or nine (9) Mnthl and on. (1) dlIy 'rOIl tha date 0'
dMth.. to the data of p.~t. talC.. Which bttc.. dellncauant b.fon Janu.ry I, 1982 be.r lnt.r..t .t the rat. of
.t. C6X) perlDMt ,..r ~ c.lcul.,';ad .t a d.Uy r.t. of .OD01M. ioU t.lC.. which bae... del1nquent on Ilnd aft.r
January 1.. 1982 will be.r lnt.r..t .t . r.t. whIch will Vary frOll c.I~.r y..r to c.landar y..r with that r.t.
~ by the PA u.part-.nt of A.venua. Tha apPllcabla Int.r..t rat.. 'or 1982 through 1998 .r.,
V.ar Int.r..t Rat. Dally I~t.r..t Factor
V..r
Intar..t Rat.
Dally Int.r..t Factor
1982 ..X .000548 1917 9X .000247
1985 16% .ODD4sa 1914"1991 I1X .0DDSDl
19M I1X .0DDSOl 1992 9X . DOOlO
1985 UX .000556 1995-1994 7lt .000192
l- UX .000274 1995"1991 9X .000247
--Inbr..t 1. calculated .. follow"
IIITEIlEST . BALANCE OF TAX UNPAID X HVKBEa OF DAYS DELINQUENT X DAILY INTEREST FACTOR
....Any MoUea IIIU1d aft.r the ta. baco.. dal1nquant wUI ral1Rt .. Inbr..t calcul.tlon to flft.... US) dan
beyond the data of tIM ........"t. If peYHnt 11 IIIda aft.r the Inh,..t COIlpUt.Uon data shown on the
Hotlc., additional lntar..t au.t be calcul.ted.
/.) (J, I,,;),
BUREAU OF INDIVIDUAL TAXES
UltERI1ANCC TAM DIVISION
DEPT. Zao6Dl
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
L
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
WILLIAM P
27 W HIGH
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-20-1998
BARRICK
09-24-1995
21 95-0764
CUMBERLAND
101
A.aunt R...itt.d
DOUGLAS
ST
PA 17013
.
.n'IM'"", 1"_"1
LEROY
A
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -4
iiE'v:i54-j-Ex-Aiij.--co"ij':97riiiificni.nrliHEifiTANcE-TAX-APjiiiAisEiiEiiT~--Ar.LOWANCE-iiR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARRICK LEROY A FILE NO. 21 95-0764 ACN 101 DATE 10-20-1998
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSHENT OF TAXI
15. AMount of Lin. 14 at Spou..l rat. (15)
16. A.aunt of Lin. 14 taxable .t Lin..I/Cla,s A rat. (16)
17. A-ount of Line 14 taxable at Coll.teral/Class 8 rat. (17)
18. Principal Tax Due
TAX RETURN WAS I (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. R..I E.t.t. (Schedule A) II)
2. stock. and Bonds (Sch.dul. 8) (2)
3. Clos.ly Held stock/Partnership Int.r..t (Schedule C) (3)
4. Hortg.gas/Not.. R.c.lv~bl. (Schedule DJ (4)
5. C..h/Bank Deposits/Hiec. Parsonal Property (Schadula E) (5)
6. Jointly Owned Proparty (Schadule F) (6)
7. Tranafer. (Schadule 0) 17)
8. Total A.sata
) CHANGED
NO. 01
,00
.00
.00
,00
24,785.25
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Cost./Hisc. EKponses ISchedule HI 19)
10. Oebts/Hartgaga Liabilities/Liens (Schedule I) 110)
11. Total Deductions
12. Het Value of TaK Return
13. Charitable/GovernMent.1 Beque.t., Nan-elacted '113 Trusts (Schadula J)
14. Het Valua of E.tata Subjact to Tax
.00
,00
Ul1
(2)
US)
(4)
NOTEI
.00 X .00.
616,078.66 X .06.
.00 X .15.
(8)
TAX CREDITS:
PAVHEHT
DATE
12-22-1995
04-22-1996
08-28-1998
RECEIPT
HUHBER
AA082435
AA1l2755
AA296602
DISCOUNT (.)
INTEREST/PEN PAID (-)
1,738.74
.00
,00
AHOUNT PAID
33,036.00
703,26
1,487.00
INTEREST IS CHARGED THROUGH 11-04-1998
AT T~: RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
HOTEl To insure propar
credit to your account,
sub.it the upper portion
of this for. Nith your
tax pay.ent.
24,785.25
nn
24,785.25
.00
616,078,66
.00
36,965,00
.00
36,965.12
36,965.00
,12
292.02
292,14
IF TOTAL DUE IS LESS THAN .1, NO PAVHENT IS REqUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
I
"
i:
'r I:
i:~; I
~j.;51 :
'-~ -;,','.
"';~
'r\~l
*;~'~J
tl~:.~ ~
~\~:"d
~'4
~~;-}
;l4~
~lfi I
,,,~,, I
~'~ll
,:".{ :
''"'11'
<'~"
,',',11
?!:j',
:,~:; i
"ll
"j
',"\
_.4
;,1
~O I
J,
j
j
~ )
ci
'j
:~ 1
i'
:;, i
~';l
~'l
-_:"- I
j I
011
"1'
i' I
:: I
;d I
1;
~~ l
~j
Fk\
R
."
.
IS
'98 UCT 21
'1"1' 7
';l, ,4
Glb,.
CUm!;,
irl
i ~\
RESERYATlCltI
E.bt.. of decedents dylna on or befo,.. IJeceIlber 12, 1ge1 ..- Sf MY future Int.r..t In the a.te', It tr-n,'.rrM
In po....don or "J~t to C.... . (coU.teraU ~f1c1.rJ.. of the decedent afta,. the axplraUon of eny alta'. for
11,. or for YMn, ttMI c:o-onw..lth fMlnby up,....1)' nHrve. the right to IIPPr.... ... ...... .,.....f.r IriwrSbnce Tax..
at the I_Jut Cl... . (calb..".., ...t. on MY auch futu,.. Inhreat.
PIIIPOSE OF
NOTlCEI
To fulfIll the requJ,.....h of Section 2140 of the InherltllnCe .... Est.t. Tax Act, Act 21 of 1995. (72 P.S.
s.otlon 9141 J.
PAYlEHTt
Detech the top po,.Uon of this MoUe. .... wa.lt with your PayMnt to the R-ahte,. of Will. prlntlMl on U. rever.. .1..
...-..... check or IMJM)' order p'Vlable tal REGISTER OF MILLS, AGENT
RUlHJ(CRh
I. r.hnd of . tu credit, which Me. not reque.ted on tM TIlX R.turn, ..y be requested by COIIp!etlng M -Appllc.tlon
for R.fund of Penn.ylwnla Inharltenc. ~ E.tate Ta_- (REV.l:5IS). Appll~tlon. ar. avaUabl. at the Off1~
of the R-ol.t.r of Will., any of the 23 R.v~ DI.trlct Office., or by calling the epeel.t 24.hour
MaMerlna ..rvlce nuaber. for for.. orderlnal In Penn.ylvanl. 1.100.562-2050, out.lde Penn'Ylvanl. and
within local HarriSburg ar.a (717) 7.7-ID94, TDUI (717) 772-2252 (Hearing I~alred Only).
OIJECTlDHS I
My INIrb In Int.r..t not .aU.fled with the IIPPraJa..-nt, .llowance Dr dJaallowenctl of deduction., or ........t
of tu (Including dlllCOW'lt Dr Int.r..n a. Ihown on thh MoUca .,.t obJ..:t within dkb (6D) dey. of r.calpt of
thh Notice bYI
....writt... prot.at to the PI. Dep.rt.ant of A.v.,.,., Board of AppMh, Dept. 28102:1, Harrlaburg, PA 17121-1021, OR
--election to haw tha ..thr dat.reltMd at MIdSt of the account of the paraonal reopr..."hitlv., OR
-"appMl to the orphan.' Court.
....IN
ISTRATlVE
CDARECTIDHSI
Fectulil .rror. dlacav.rad on thh ........,..t should be addra.nd In wrltlna tOI Pol o.parblent of A.VWIUII,
Iu~au of Individual T.n., ATTHI Po.t A......ant A.vl... Unit, o.pt. Z8D60l, Harrisburg, PA 17U'-0601
~ (717) 717"6505. Se. pega 5 of ttM booklat -Instruction. 'ar Inherltanc. Tak Aaturn for a R..ldant
Dao~t- (REV-lSDI' for an .xplanatlon of analnl.tratlvalY corractabl. .rror.,
If any tax due 1. paid within thr.. IS) c.landar ~th. .,tar the d.cadent'. daath, . flv. parcent (SX) dl.count of
the tak paid I. .llowed.
DISCOUNTI
PEHAlTYI
The 15% tllX .-na.ty non.partlclpatlon penalty 1. coaputed on the tot.l of the t.. and lntar..t ......ed, and not
p.ld before January 1', 1996, the flrat day .ftar the and of the ta_ ~.ty period. Thi. non.particlpatlon
penalty h .."..lIbl. In the a-. .....r ~ In the the ... ti.. period a. you WOUld 8PP8al the tax wid Int.r..t
that h.. bun .....1Md a. indicat.d on thJa notic..
IIlTERES1 ,
Int.r..t h charg.cl beglmlna with flr.t day of dallnquancy, ar ni". 19) .unth. and ona 11) day frOll ttM data of
death, to the dat. of PayMnt. Tax.. Ilithlch bK... dellnquent iNfon .January 1, 1912 b.ar lnter..t .t the rat. of
d. 16X) perCWIt per ."... calculated .t . daUy rat. of .0DOI64. All talCa. which bee... dallnquant en and aft.r
January 1, 19'2 will baar tnt.r..t at a r.t. which Ni1l vary froa calandar y.ar to calendar y.ar with that rata
~ by the Pol Dapart-.nt of R.venue. ~ applicabla lnt.r..t rat.. for 198% through 199. ar.1
~ In tar." Rat. Dally Int.r..t Fector I!!! Int......t A.t. Daily Int.r..t Factor
1912 .ax .000541 1987 .. .OD0247
1.13 162 .D004:51 1918.1991 IU .000S01
1.114 "' .000S01 I... .. .000%47
1985 ISX .00D556 1993-1994 7Z .000192
..&6 10' .000274 1995.199. .. .000247
--Intar..t J. calcul.tad .. follON'1
IHrEREST a BALANCE OF TAX UNPAID X NUKBER OF DAYB DELINQUENr X DAILY IHrEREST FACTOR
__My NoUca i..uact aft.r the tu bacDIMI' dellnqlMnt NUl r.flact an Int.r..t calculaUon to flft..., US) dayS
beyond the data of ttM .....nant. If payaant Ja .ada aft.r ttM lnt.r..t cCIIIPUtaUon data shown an the
Notice, additional lnt.r..t au.t be c.lculat~.
.;-- --. ~_........ ~... .- ..'
.
- -- -...- ~- *- _... - -.. - --- -- -.. .-.-.-. ----- -:;----_.. -~.-- ----. '--'" - -_.- -'"- -'.-"'- -- - ---- --. .~- - .--- _. --
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXEB
DEPT,2B0601
HARRISBURG, PA 11120_1
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
'*
No.AA 324224 REV,,,,,, EX 1""'1
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
ANNA MAE WICKARD
eel CROSSROADS SCHOOL ROAD
NEWVILLE, PA 17241
181
.E:~E:.l~
FOLD HERE
ESTATE INFORMATION:
FILE NUMBER
NAME OF DECEDENT (LAST)
IFIRST)
(Mil
DATE OF PAYMENT
POSTMARK DATE
TOTAL AMOUNT PAID
-292. 14
I
"
,
{
COUNTY
DATE OF DEATH
REGISTER OF WILLS
V SK
RECEIVED BY '/' '" ,", (, V
NARV C. L IS / il lL.)lfi
REGISTER' F WILLS/)'/'I!/?I //1 t7
"
REMARKS ANNA MAE WICKARD
,SEALCHECKtI 106
~--------_._--'-'~""'-,~"._-:-:,_,~'.::7'~';:'_'~:::-~-'_-t""""'"_.-........-'--......;;.'---________----.r:...-___.-...
, ..o. , "
..;'
..~
.
t' i I
\
\,
":
.
,
. .
.r
..
-..-.,,- .
i
--"_--:-:-~AJI
r .~.
~
t.._w,
"!-:-~ .-
".'
\
JRDlJunc 30, 1992/17858
REGISTER OF WILLS
Cumberland Couoly Courlhouse
Onc Courthousc Square
Carllslc, PA 17013
NOTICE PURSUANT TO RULE 6,12
PENNSYLVAMA SUPREME COURT ORPHANS' COURT RULES
RE: Estatc of LEROY. A BARRICK
Wr.;::iT !'II:;NN:,tJUKU 'Jwt'
, Deceased, Lale of
To: Personal Representative
Counsel: WIl.LIAM P. DOUGI,AS, ESQ.,
Estate No.: 2101995-0764
Date of Decedent's Death: 90 24 0 95
Pursuant to Rule 6. 12, the above named personal representative or the above named attorney, if
applicablc, within two (2) years of the decedent's death, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6,12, in
substantially the prescribed form, showing the date by which the personal representativc, or attorncy, as
applicable, reasonably believes administration will be completed, TIle purpose of this Notice is 10 advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
is required 10 notify the Ol]lhans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court condliCl a hearing to detennlne whether sanctions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, If any.
Accordingly, if the requisite Status Report Is not filed by 11-5 , 19~\ you are hereby
advised that a request will be submitted to the Court In accordance wilh Rule 6,12,
")'~
/Vt/1,\) C. cMJJU..d.J .(){;l VI
Deputy Kegister of Wills
Date:
10-20-97
Distribution to Estate File
STATUS REPORT UNDER RULE 6.12
i ,;:J " ~6' .7 /1 . k.
Name of Decedent: j\.J-.Vp_ . ~ .tI....,.... Ie
Date of Death: 1- 'J..'J.f-1
Will r} 1'11f-/'I7bLl Admin. No.
No. -1-
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No v
2. If the answer Is No, state when the personal
representative reasonably believes ~hat the administr~~ion will be
complete: l.J- ('\ ~~t ....l~ '.o,t.( .!.- 1-\0 r' 'I'~ < u ~ <" ..\ R.......\) t ",\n..{l. .
.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes ~ No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report,
Date: 111- 2-1-";7 ~ \> .\)~~
Signat.u're . ~
j
,
i
,
,
-
f'1
(-~ ~-;.J
~v
Name (Please type or print)
DOUGLAS, DOUGLAS & DOUGLAS
Addre~~' BOX 261
RlISLE, PA 17013
( ) 7/1 2-" "-:. I.., '1 0
Tel. No.
'-.'1
C,.
Capacity:
Personal Representative
~unsel for personal
representative
(MAH: rmf/ AM3)
I
"
JRD!Juno 30, 1992117858
REGISTER OF WILLS
Cumberlnnd County Courthouse
One Courthouse Square
Cnrllsle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To:
Personal Representative
Counsel: WILLIAM P. IXlUGLAS, 1,:SO
RE: Estate or LF:HOY A. BkRHICK
WEST P~SOOHO 'lWP
Estate No.: 21-1995-0764
Date or Decedent's Death: 9-24-95
, Deceased, Late or
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if
applicable, within two (2) years of the decedent's dcath, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed, The purpose of this Notice is to advise
you that unless the requisite Status Report is filed wilh the Register of Wills or Clerk of the Orphans'
Coun, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennlne whether sanctions should be Imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, if any.
Accordingly, If the requisite Status Report Is not filed by 1 hq_qR , 19_, you arc hereby
advised that a request will be submitted to the Court in accordance wilh Rule 6. 12.
Date: 10-22-98 ~(I.~ 111~t{)1.h )jI';J~ltl f) I
Deputy Rister of Wills I ~
Distribution to Estate File
STATUS REPORT UNDER RULE 6.12
!
Name of Decedent:
... /'
(( /~)"'l. L"....
"'
Date of Death:
..., I .
Will No. "'- (1 '>
(J ) \, I{
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of th~ above-captioned estate:
1. State whether a9ministration of the estate is complete:
Yes No \./
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: (" Ill. ~ '>
J. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b, The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did t.he personal representative stat~ an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be a"tached ~ is r port.
~~.
Date: I C;/.2-f./1 X
t'J1
y",
Signature ~
-1.1 J i ( (, tel"" ? !)()VC}(c.)
Name (Please type or.yrint)
J IV/f' - . 1 )t (r-r, I J ( e
Address
r--,
N
,-
t.J
fA 17l! f.-:)
"--' .
~Q:
ro
o
, f~
,,' :i
0U
( 7,'7) 2-(;),
Tel. No,
I 7 Cj f)
Capacity:
Personal Representative
~ounBel for personal
representative
(HAH :rmf/ AMJ)