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Home My WebLink About81-00254 <( H. ! !;1 fI.l . . i >< gj ~ I p., " H ~: ~ ~' ~ . 8 . 'd' '. II:: Z l.: ~ ~ I 't{l N tl ~ .' ~ or" w- OO ,0 I or" " ~ C\l .. CO \0 . .. 0 L:l z ~O, 21-81 254 PETITION FOR LETTERS OF ADMINISTRATION INTIII' I';STA'I'E OF """P..1JSS.EL...Il..""BART.lJR,...s.R,,,,,,,,,,, IlECEAi'mU, To ...!'::~J~X...~.~ ..J1~WJ~. ).... r:~g~.~.~. ~,;:,. ,g,t J~.t.*J:?...,..... ..".... .... ..., ....... ,,,..., Register of Wills fOl' Ihe ('ooot). of {'olllbedand. in th.' Comlllonwealth of Pennsyll'ania. The Peti tion of ......."."... '.,.... ...!:'().n.~. ~.~...T; "...P..~.~.lll,p.... """.. ...,.... .,.. ... .........' ... ."... ........" ... ................,...,. ,...........,........."................."".........,," ,'esflect fnll.\' showel h that ."....F.;'=!!i.~.e.1"J\......~i!.~11lp.......~:,;.:..,............ 'd t f Hampden Township (' I, 'I' I [' I' St. t I' Pc s I. was a res, en 0 ......"".."......... .............,.."......."......'!-lnlXlll1gtl.x. loll lei ,\Ill ,Olin),. .\ e 0 nn. y vania, and a Citizen of United Slates, and departed I his life intestale in Ihe COllnty of ............................ ,......... );l.{\MP..l:1 ~,n..,......... and S ta Ie 0 f '............,.........., p'.e,11.n. !!,Y..1.Y.lll1, ~,ll,....,...,.........................,...,..,................,.,.. on ,...w.e.~.~e.!!,d.~.Y..I.."..". the ......"H.t:n......".."..,.." da)' of "".""l~a.y........,....""........,....... A, D" 19....,S.Q. at the age of ....?.~..,.... yellrs. That the said ".."""~!l.~.9.~J...!t.:,,..p..a,JC~:u.p..!.,.,~,~,',"""""" deceased, left surviving the following named widow 01' husband, heirs and next to kin, to wit; Name Relationship Son Residence .........P~.~~~.?...!:-,:....~.~~.~':1P...."...,.., ... ",....~~, ~.7. ~.~y.., ,B..:,.. .H.~p..~ ~,r:.?....,., .,..,?<l~!?~,~~.r:..,,,......,,,,... R, ..?:....!t~.~...~~r:y.~,~.~~.~,7..',..,~.~......, Summerdale, PA ................................................................ ................................................................ ................................................................ ................................................................ ................................................................ ................................................................ ................................................................ ................................................................ ................................................................ ................................................................ ................................................................ ................................................................ ................................................................ ..............................,................................. ................................................................ That those above named include all of the next of kin, so far as known. The said decedent was possessml of personal property to the estimated value of $,,,.1.,,O'Q.Q,,,.,,....,...... and of Real Estate, less incuml""lIlce. to the estimated value of $......".7,::.7:.7................ as near as can be ascertained, That the said Real I';state in so fal' as is known is located in .."........",,,.,,....,,........,,,,,..............,.......... .............................................................................................................,.....,.................................................................... Therefore, your petitioner(s) respectfully appl)'(ies) fOI' Lelle,'s of Administration in the above named estate. Dated ,.."..Xe.?:rll'1.:ry..J.~.I"",,.. A, IJ.. l!,,,,,,..~l Ii. , Signature and Add,'"ss I",t4x}.!,<l.~.Y./::'t.{h.6-:l';:......"'''".."....",,..,.. (If Petitioner(s) Donald L. Barlup ........................................................................................ ............."......................'.................................................. Box 182, R, ~, fl ~ / -,Y; . c:J S LJ /j ',),,3:i' - J l'arysvi lle, PA .,--< .....',.,."........."..."......,.."......"..,...............,.............:>:1{/~ ) I' ' /- c:::::-----. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMHI-:RLANll . ....... .,P.'?I\.~.1.~...:L. :,...~,~.J: .lyp., "...'". 1 } "M: I in the above application [JCinl( duly ............Sl.-,,:>.1::U..........,............ ac('ordinl( t.o lilli', MIlY that the factM Met forth in the above application are true t.o the beMl of ,..h,:j,s/.~ kuowleul(e :>nd belief.. " "....,...~,~~!:.r::...~.'?.........,....... .... ,....,. and MlI bscribed 1./..{.~<.."7..dlf(:.,z",(,.{.....;/.::(2(..d'y.2,.,...... before me, I ..........".......................,...........,...............,........,......,..,...., ...........f.,~/;l.1.".\l;;!.l;y.........~.R..........,..., A. D.. 19...~.1..., ,....................................,.......,...............................,...... 9f I...J vI ," c't' 4" .) // / .~l'- , ' ,.- / I /-/J- ,......,.... .. .K.(..';)..,.. ....".. .. ...,~"...".....~~~i.~~~~.... v Filed:. ........................,...................,............".......,..,.. . . . . . , . , . , , . . . . , . . . . . , . . , . . . . . . . . . . . , . . , . ."...",..",.....,....,.....,..............,.,...............;. named ....,.......................................,,,.....,,,...........................".... James K, Arnold, Esq. A tlol'ney: ...........-.."................,....,............................ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } ss: , i Donald L. Barlup, ..,.. ........' .............. ......,..,..,........ ...... .......' ....,..,.. ..,......,..,.. ....,....,..,....,........,.. ...., .......... ......,..............,...., petitioner( s) being duly .....................s,W9.1I!......,..,..,........,.. according to law do 1:),9..,...... depoMe and say that as the administrat,Qh'"......... of the estate of ,..,....r.1JR.!'i,~l..B.,....ll.a...l:up.....S.r.,............,.......,....,..,......................... ........................................................................................................................................................................................ deceased ..,......b~........., will well and truly administer the goods and chattels, rights and creditM of Maid deceased, according to law, And also will diligently comply with the provisions of the law relating to Transfer Inheritances, ,...,.....,f?w.Qh'.n...!;,Q..............,............ and subscribed before me, ..,....,l\p.r.il..ll....,..,....,....",....... A. D., 19..~,L ~ ,'-..J-!, . tl I _'1. . ;' ~,. ,,' ./' .....,.J- R~gi~' :;.~l'..~.,....7J't;'~;~,."....................,......, v' !.a7.~.tf.;,{g;::.:...(,~....L.?adf:;.;'.2.......,......... - ~ ............................................................................................ DECREE Be it remembered that on the ..,.......~.~m'!"....,...., day of ........,l.\p.r.il....,..,................., A, D., 19.JU,.. Letters of Administration in the estate of ..,....~:~,~.~~,~,..!~.:....~,~~~,':lp..!....~,~.:....,........,......,....,...........,........, ...,......... ....,..,.................,.......,....... ,..,..'...,....,......,..... la te of .,... .H,?!!IP',~~,I}...I9.lin.~):I, i,P..... ........,. ...........,.... ........ Cumberland County, pennsylvania, deceased, were granted to ..,.. ....",......:...".....,.......... '",......................, ........,........................,..r.?n.?1.9,J!.:....~.?I~),\P,.......................,......,........................,......,....,..........,....,...................... Witness my hand and official seal the day and year afo~e ai,d., ,~() . ">n'i ('I 7 .,' L~ / ,,.. (, ., . .....'.'..t.,....(i:::j!.....' .......7i.:c.(,;:;,;~~i'~t;;~........ /3()tJ 1/ ~ i . , . r1tiddmtoL S (r() 'f~td;~i}..v-- -jlCu..Cr. ~4- -{ L/ . 'B 3180. ~ ", 1,-..' -' .. (' 0._ ~n\..J L . :;:,::) " N .::~~ C...;:' :~: "1..( 6~, N C~_I bJlJ! , Ct'" cO:: Q"" ~ ' "-I 0: v:. ,,<Xl aa ._~ U"J ",-- L"'=> ~"'- ~ -'u '-' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I J 51: JA.-M~E__~_A~NOLD, AttoE~eLJ:or the Estate b.ing duly sworn ___ according to law, dopos.s and soys that h._ is_1U:j:_o..X-I1-e.Y__,________ of tho Esht. of Russel H. Barlup lat. of ___Eas_t ,Pennsboro To,wnship_,.. ______, Cumb.rland County, Pa" d.c....d and that the within is an inv.ntory mad. by ,_-him--,___ _, " tho soid ~ttn,..npy of tho .ntir. .stat. of said deced.nl, consisHng of .11 tho p.rsonal property and r.al estate, .xcept real estate outside th. Commonw.alth of P.nnsylvania, and that the figur.s opposite .ach it.m of the Inventory r.p,esent it's fair value as of tho date of d.c.d.nt's d.ath, sworn to and subscrib.d b.f.r. m., ~~cu~>~ ,...-fl--EeID;"" -v r. ~;I. ~~"/.-' , Thelma S, M,CausHn, Notary Public Mv Comminion Expir~l Julv I, 1984 (llmp Hill. PA Cumbuland Coun1v 19 81 Addrlu Date of Death 14th May Month 1980 D.y V..r INSTRUCTIONS I. All inventory must b. filed within thr.. months aft.r appointm.nt of p.rsonal representative, 2. A 5upplement inventory must be filed within thirty days of di5covery of additional assets, 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. :xi w -r; ...,~ :.,,(.,; ~~i~~ ~ Il< -.; >- ::> " >- w ..:l ~ ~ ~ '" >- ~ .. w i5 " e.. ..: " 1 0 III .. " 0 w Vl C '" >- 0< w .. " - J: <;S::J l- e.. . e.. c I- -' lL ~ ~ Z -< 0 II: e.. 0 u. -' :: , w 0 -< w - > Z '" ..:l ,;.. -< [il + Z 0 c C CJl ~ ci Vl Z CJl 0 '" U Z w -< iiJ ... e.. " I':> c - .. ;: 0 .. -<I " .... .. E + ..! 0 .. ~ 0 ..... U it '" ItEV:1SOO[X+('l.O'l1 ~ COMMONWE"~~t~SVl"'^NIA txrARTM{NT OF AEVHlUE IIJIlIAU 0' EXAMINATION P. 0,80X 8321 HARRISDURG. PA 11105 1- INHERITANCE TAX RETURN RESIDENT DECEDENT II -o:>3J'- I File Number Decedent's Nam, Il.osI, First. olld Mlddlo Inllioll DECEASED BARLUP, Husse1 H. Social Security Number Data of Death 207-07-8186A May 14, 1980 CHECK APPRO. PRIATE BLOCKS CDRRE. SPDNDENT Nome RECAPIT. ULATION AND TAX CALCU. LATION 21-81-254 Docodont,s Addross 1116 oyster Mill Road Camp Hill, PA 17011 I, Original Roturn 0 2, Supplomentol Roturn 0 3, Remainder Return D 4,LifeEstot,D James Telephone No, (7 J. 7 ) K. Arnold, Esq. Address 2J.09 Market Street 5. Federal Estate Tax D Return Required. 6. Docedent died testate 0 7, Oocedont malnteined a living 0 8, Total Numher of safe n (Attoch copy of Will) trust IAttach copy of trust) deposit boxes inventoried LQJ All corraspondence ond cOlllidont;,1 tax information should ba directad to: Compotation of Tax 15. Amount of line 14 texable at 6% rate 115) linclude values from Schedule Kl 16, Amount of line 14 taxable at 15% rata (16) linclude valuos from Schedule Kl 17. Principal tax due ledd tax from line 15 plus tax from line 16) lB. Total Prior paymants: lal IImount Paid (bl Plus Discount (cl Minus Interest lIB) 19, Belance Due (line 17 minus line lBl Make Cbeck Payable to: Register of Wills, Agant ... PLEASE RECHECK MATH'" 737-3405 Recapitulation ,. 2, 3, 4. 5, 6, 7, B. 9, Real Estate IScbedule Al Stocks and Bonds ISchadule 8) Closely Held Stock/Partnership Interest (Schedule CI Mortgages and Notes ISchedule 0) Cash & Miscellaneous Personal Property (Sched'ule EI Jointly Owned Property ISchedule F) Transfe" (Schedule G) Total Gross Assets Itotal lines 1.7) Funeral Expenses Administrative Costs/Miscellaneous Expenses (Schedule H) Debts/Mortgages/Liens ISchedule II Total Deductions Itotalllnes 9 & 10) Net Value of Estate lline 8 minus line 11) Cbaritabla Bequests (Schedule J) Net Value subioct to tax lline 12 minus line 13) City 10 I 21 ( 3) ( 41 ( 5) 400 00 ( 6) 844.08 (7) ( 91 3,242.53 110) State PA Zip 17011 10, II. 12, 13, 14, ( 81 1,244.08 110 3,242.53 1121 (13) 1141 0 x.06= 0 x.15= 0 (171 (191 o Under penalties of perjury,l doclere that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief, It is true, correct, and complete, Declaration of preparer other than the personal representative is based on all information of whi h pr parer has o ledge, JAMES K. ARNOLD ES 2109 Market ~!!!,SS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE '2 f ATE 17011 ADDRESS DATE lI:.lY.I509EK+ (9-111) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE "F" JOINTL Y OWNED PROPERTY (Thll schedule must be completed If the decedent, at the time of his or hor death, ownod any property ftl a JoInt tenllnt with the rIght of survlvor.hlp.) RUSSEL H. BARLUP FILE NUMBER 21-81-254 ESTATE OF Joint tenant(s): NAME A, Russel C. Barlup ADDRESS 1116 Oyster Mill Road Camp Hill, PA RELATIONSHIP TO DECEDENT Nephew B, c, Jointly owned property: ENTER ITEM LETTER FOR DESCRIPTION OF PROPERTY TOTAL VALUE DECEDENT'S DOLLAR VALUE OF NUMBER JOINT TENANT OF ASSET % INTEREST DECEDENT'S INTEREST 1, A. CCNB Bank, N.A. : Checking account 1,639.59 50% 819.80 Savings account 48.53 50% 24.28 , TOTAL (Also enter on line 6, Recapitulation) $ R<I<I nR (If more ipllcel. needed In..rt eddltlonal sheets of same size) Ilv.nlllX+ ('.11) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE "H" FUNERAL EXPENSES. ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ITEM NUMBER 1, RUSSEL H. BARLUP FILE NUMBER 21-81-254 DESCRIPTION AMOUNT A, Funeral Expenses: Richardson Funeral Home 3,060.53 B, Administrative Costs: 1. Personal Representative Commissions 2, Attorney Fees 1, 2. 3. C, Miscellaneous Expenses: Register of Wills - Letters of Administration Register of Wills - Filing fees Bronstein & Jeffries, M.D. - Medical bill 17.00 15.00 150.00 TOTAL (Also enter on line 9. Recapitulation) $ 3,242.53 (If mar. ,p.c.l, need.d Inllrt .ddltlon.l ,heets of urn. ,I:r:.) J REV. 1547EX (3-B3) BUREAU OF ACCOUNTS SETTLEMENT PENNSYLVANIA DEPARTMENT OF REVENUE P,O, BOX 2055 HARRISBURG. PA 17105 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF OEOUCTIONS, MlO ASSESSMENT OF TAX ACN 101 ESTATE OF BARLUP OATE OF OEATH 05-11-80 NOTE: TO INSURE PROPER CREOIT TO YOUR ACCOUNT PAYMENT TO THE REGISTER OF WILLS OF THE AGENT 11 . DATE FILE NO, 21 81-0254 C_DUNTY Clilllll>l.l1Alill SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX ABOVE COUNTY, MAKE CHECKS PAYABLE TO "REGISTER OF WILLS. RUSSEL H JAMES K ARNOLD ESQ 2109 MARKET ST PO BOX 737 CAMP HILL. PA 17011 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ..... - - --- - -_.- - - - - -- - -- - - - - - - - - - -- - - - - - --- - - - - - - - - -- - - - - -- --- --- - -- -- --- --. ALLOWANCE OR DISALLOWANCE OF OEDUCTIDNS AND ASSESSMENT OF TAX 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule HI ( 9) 10, Oebts/Mortgages/liens ISchedule I) 11 Q) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) , 4. Net Value of Estate Subject to Tax If an assessment was previoU$lY issued, lines 14, 15 and/or 16 reflect figures that include the total of.All returns assessed ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rate 16. Amount of line 14 taxable at 15% rate 17. PrincIpal Tax Due TAX CREOITS: NOTICE OF INHERITANCE TAX APPRAISEMENT. REV. 1547EX (3-B3) ESTATE OF BARLUP RUSSEL H FILE NO,21 81-0254 T AX RETURN WAS: I X I ACCEPTED AS FILEO RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISEO VALUE OF RETURN BASEO ON: ORIGINAL RETURN 1. Real Estate (Scnedul. A) 2, Stocks and Bonds ISchedule BI 3. Closely Held Stock/Partnership Interest tSche,dule C) 4. Mortgages and Notes (Sr.hedule D) 5. Cash & Miscellaneous Personal Property (Schedule El 6, Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) B, Total Assets APPROVEO OEDUCTIONS ANO EXEMPTIONS: NOTE: PAYMENT DATE RECEIPT # DISCOUNT (+) INTEREST I-I * IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST OATE 04-04-83 ACN 101 I CHANGED I 11 .00 12) .00 I 3) .00 141 .00 I 51 400.00 I 61 844.08 ( 7) .00 1,244.08 I B) 3,242.53 .00 1111 (121 (13) (141 and 17 101111 to date. 3,242.53 1,998.45- .00 .00 1151 (16) .00 X,06= .00 X,1S= (171 .00 .00 .00 AMOUNT PAID ~OTAL TAX CREDIT I BALANCE OF TAX DUE . DO INTEREST .00 r----- TOTAL OUE .00 (If Balance Due IS les~ than $1.00 no payment IS reQuired) Rrr,.",r -..... /. . I',. . 'R) !\f: !',: , RESERVATION; In the event that any future interest in this estate is transferred in possession or enjoyment to collateral (Class 81 heirs of the decedent after the expiration of any estate for life or for years. the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral (Class B) rate on any such future interest. Purpose of Notice: to fulfill the requirements at Section 709 of the Inheritance and Estate Tax Act of 1961 (72 P,S. section 2485-709). Objections: Any party in interest not satisfied with the appraIsement. allowance or disallowance of deductions, or assessment of tax (including discount or Interest) as shown on this Nolice must object within sixty (60l days of receipt of this Notice. Objections may be made as follows: _ by written protest to the Department of Revenue. Board of Appeals - by electing to have the matter determined at audit - by appeal to the Orphans' Court If any tax due is paid within three (3) months after the decedent's death, a discount of five percent (5%) of the tax paid is allowed. . the discount period is calculated in calendar months, Example: daie of death 1-15-82, discount period expires 4- 15-82. Discount: Interest: Except for tax on a future interest, inheritance tax becomes delinquent nine (9) months from the date of death. . Inheritance tax on a future interest becomes delinquent at the expiration of three months from: - the date of election to prepay or - the date of death of the life tenant or annuitant Interest is calculated on a daily baSIS from _ delinquent date to date of payment on any tax unpaid on delinquent date _ date of last delinquent payment to date of payment on any unpaid balance. Interest is charged at the following rates: Delinquent Date Annual Interest Rate Daily Interest Factor 5/27/43 to and including 12/31/81 1/1/82 to and including. 12/31/82 1/1/83 to and including 12/31/83 6% 20% 16% ,000164 .000548 .000438 Estates that become delinquent on or before December 31, 1981 will maintain a constant interest rate. The rate in effect when the tax first becomes delinquent will remain constant until the delinquent balance is paid in full. Estates that become delir.quent on or after January 1, 1982 will contain a variable inlerest rate. Thus, taxes that remain outstanding from calendar year to calendar year will be subject to different rates in effect on each January 1. INTEREST ' BALANCE OF UNPAID TAX X NUMBER OF DAVS X DAILV INTEREST FACTOR, , If a tax balance remains outstanding for more than one calendar year. a separate interest determination must be made f or each year at the applicable ralc. (Only one calculation is necessary if the estate maintains the constant interest rate.l Any Notice issued aUer the tax becomes delinquent will reflect an Interest calculation to fifteen (15) days beyond the date of lhe assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. To Remit Payment: Detach the top portlon of this Notice and submit with your payment to the Register of Wills of the county shown on the Notice. Address informallon IS listed on page 13 of the booklet, "Instructions for Inheritance Tax Return for I Resident Decedent." . Make check or mone~' order p',yable to; Register of Wills, Agent