HomeMy WebLinkAbout09-13-07
AUG-OT-07
03:51PM
FROM-
T-765 P.003/008 F-641
Qr;:~IC~Al USE ONl ':'
FilE NUMBER
ZL---9~ _ 00061__
CDlJIfTY CODE YEM NUM9E~
SOCiAl SECURITY' NuMBI:R
267.78.8509
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAl SECURITY NUMBER
267 -68-5085
o 3. Remaindet Return 1(lII~ol~q~lhprlort~12-13-8Jl
o 5. Federal Eslate Tax Relum Requited
JL B. TOIal Number of Safe Depo5it Soxes
o 11, Election to la~ under Sec. 91 13(A) (AI"~h s<~ 01
...
%
w
o
z
o
a.
'"
W
c::
'"
o
u
. THIS SECTION. MUSTI BE COMF1lEl'ED.Al-'L CORRESPONIJENCEI);NO::CON F.1DENTIAa.:!TAX:I~FORMATI"Or:,rSHoUto;.BE,D1REC1Ea,I:TO::!:;i
NAME COMPLETE MA.ILlM~ ADDRESS
~eather D. R(~'yer. Esquire 4431 North Front Street, Third fjo~
.IR~NAMEllrA~~1C381.,) Harrisburg PA 17110
Smigel, Anderson & Sacks, LLP ,
TELEpHONE f\UM8ER
(717) 234-2401
RUG-07-2007 15:57
RE'I-;!ilD EX (0-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTI-I OF
PENNSYLVANIA
DEPARTMENT OF RE\'ENUE
DEPT. 280601
HARRISBURG. PA 171.8-0601
".1\
,.','
~ ':" i
c
OFfiCiAL jJSE 6iJ:...y.'....,,;
31,220.00
~::")
t-
:2
UJ
CI
W
U
W
C
DECEDENT'S NAM~ (LASl, FItl.$T, AND !ntDDU;:: INITIAl.)
Barrett Jo Ann a/kla Jo Ann F_
DATE OF DEATH (MM-DO-VE:AR) DATE OF BIRTH (MM-DD.YEAR)
10/05/06 09/03/48
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
Barrett Timothy C.
r',)
c:;
15,941.25
I
I
!.....,._~--
(8)
10.061.39
47,141.25
w
~
y-~
<.lltu
"'00
:r~--,
Ga.'"
a.
<(
~ 1. Otiginal Return
o 4. Limited E5tale
o 5, Doce~ent Died Testate {Alto"' copy ,1 WlI~
o 9. Litigaton Proceeds Rec",iveo
o ~. Supplemenllil Return
D 4a. FulLlte InlllmSI CcmpfOtnise I""" of 0_ OIlo,'2.12-e21
o 7. Dececlent Main~ineo ~ living Trust IAII8C~ 00\:1 of Trudl;
o 10, Spousal Poverty Credit (do.. II e.... bo_, 12.3'.9' ond 1.1-e5)
(11)
(12)
(1~)
10,061.39
37,079.86
:z
o
5
~
t-
~
<C
()
W
0::
1. R@al Estate (SChedule A)
2. Stocks 6nO Sonos (S"hedule B)
3. Closely Helcl Corpgr~o~, Parinersl1;~ or So'e.Proprletorsnlp
4. Mortga98S !\. Netes Receivable (S"heJule 0)
5. Cash, Bank DePOSits &. Miscellaneo~~ Personal Property
(SchMule E)
(1)
(21
(31
(4)
(5)
(14)
37,079.86
6. JoinUy OllnM PCOperly (Schedule F)
o Sepatate Billin9 Req~e5te~
7, InterNlvos Transfers &. MiSGIlllanecus Non-Probelle Prop~y
(SchedUle G or l)
(6}
(7)
0.00
717.36
(19)
717.36
8. TOlal Gross Assets (lotal Lines 1-7)
9. Funeral Expel1ses & AIlministratlvQ CllSts (SchQdUle H)
10 DebLs of Decsclenl, Mongage Li6lliliti~ 5, & Liens ISchedLle I)
11. Total Deductions [101a1 Lines S & 10)
12. Not Value of EstaIB (line B minlJs L,r,e 11)
.~. O1aritable and Governmental Beques.slSec 9'13 Trusts rOt which an elect!on 10 l.x has not been
maoe ISchedule J)
(9)
(10)
- 4. I\Ist V.lue Subject to T~x (L'ne 12 m nus Line 13)
SEE INSTRUCTIONS (IN REVERSE SIOI: FOR APPLICAI3LE RATES
z
o
~
I--'
:::l
lJ..
~
o
u
~
15. A'DQlJnt Qf Line 14 taxatlle at the S~OL sal tax
rille, Or lransfers under Sec. 9116 (a)(1.2)
2U~~.:.~1._ x .(} L (15)
15.941.25 x.o ~ (16)
CHECK HERE IF YOU
RE REQUESllNG A REFUND OF AN OVER~AYMENT
. . . :~' .:;>:~ :BE:.SljRE ~Tb:ANSWER;AL:IJClUESTJOrilS :_bN' R~ERSE:,Sn:jEA:tilJj:.RECAECKJ4:t-.rH~.~~:,o~:;~~;i~,;~;~'.'::~!j<'tl:f~:~;;':\rl;J1.':':;:::.;
From:
IO:
16. Amount of Line 14 taJcable arllneal rate
17. Ameunt Qf Line 14 laXilb!g at sibling r; ~
x .12 (17)
18. Amoun! of Line 14 Iax~~e at collalera rate
~ ,15 (16)
19, T~x D~e
20.0
Page: 003 R=97::'-;
AUG-07-07
03:51PM
FROM-
T-765 P.004/008 F-641
Decedent's Complete Addruss:
STREET ADDRESS
11 YJ?hervvood Drive
CliY Carlisle
I STATEpA
l!1P 17013
-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Paymenls
C. Discount
717.36
Total Credits ( A + B + C ) (2)
0.00
3. Interes~PenaJty if applicable
D. Interest
E. Penalty
TotallnteresllPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, erter the difference. This is the OVERPAYMENT.
Check box 011 Page 1 Line 20 10 request a refund (4)
0.00
5. If Lina 1 + LIne 3 is greater than Line 2, erter the difference. This Is the TAX DUE, (5)
717.36
A. Enter the interest on the tax due.
(SA)
(58)
B. Ent€lr the total of Line 5 + 5A, This is thl~ BALANCE DUE.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
. " ~,;.- :..~~ :.. :'!'-~... - . ~;::~.~~ ..:~ ~,:~:~ ~'~~;~.: '.:.' ::~.~;~~:.~ ~ ~~ .?~; ~~~_.~~.;~~: ~L:~ .:~=~~~ ~~~ ~,~:~:7~::.};::;'~.:'.~1=::{;~ ~l~~~\:~' ;.:~~~.I~i~~~~::~i~::~f;~~7i5~i~~:1Jl1J2rZ~~~~:::1r~2~[J;~: ::j
Make Check Payable to: REGISTER OF WILLS, AGENT
717.36
1. Did deced(Jnt make a (rar,sfer and; Yes No
a. retain the use Or incarle of the property Uansfarred;........................."......,...,............................................."...., 0 [Kl
b. retain the right to desi!lnate who shall use the property transferred or its ilcome;................................."......... 0 [Kl
c, retain a reversionary illterest; or............................................................................................."........................... 0 [Kl
d. receive the promise for life of either payment5, benefits or care? .........".......................................................... 0 CiJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without recaiving adequale consideration? ......................................"................."...."............................,................ 0 [!]
3. Did decedent own an "In I rust for" or payable upon death bank aCCOtlnt or security at his or her death? ....'......... 0 [j]
4. Did deced~nt own an Indil/idual Retiremant Account, annuity, or other non-probate property which
contains a Jeneficiary de~;ignation? ............."........".."........h....................,.......................,.............,...................... 0 [!]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES! YOU MUST COMPLETE SCHEDULE G AND FILE IT AS ~ART OF THE RETURN.
Under panaJaes of p'~Ury, I docialll that I hava examined ills 'eIutIl, il'tctJolI\g ~<>II1p;Jnylng sc;had~ stalBmenl!l, and 10 till! beglof my I<nQwladgG and belief, It Is tille, ~rlllel Md tornplola
Oeclarallon jf praDarsr ctfl rsanal re,gresOnlilllvo IS basad an all Infannalion of \IIhlrn-1Sie~r Ilal ~ know,lldgs
SIGNATURE OF P ,SON RE ONSIBL~ FOR rlJ..ING ~ -, "{'" DATE,
X -.. <4#~ -_~~ _a/Vl...y-__"" Y-/{i -OJ
ADDRESS -, -
1114 SheliNood Drive, Carlisle, A 17013
SIGNATURE OF PR, R ~TI-iEC!H~, R~~~~~ .
ADDRESS (. ~, '- 'b~
4431 North Front St., Third Floor, Helrrisburg. PA 17110
DATE h ~
_c 29 0-7
f { ,
" " , .. ~,.:~: .'...:~~~-=-c:::::=::=:'::~:.::~~~::;:::.:J:::;:..;~~~:.: ::~.:=~'::"'.:.~:~:.:.. :::::0 .~~~;:: ::::: .;L '.~'; .~.::'::Z[ ~;r::=.;:S~3=:T:~.,:~I::~ :.::':':.:::::::.;~g::r:~~&:--r::!s:::..:.;;~!";.:::6Cn7':.,~~!li
For dates of death an or after July 1, 1994 and be'(lre Januaiy 1. 1995, !he tax rate imposed on the net value of transfers to or lor the use of the surviving spouse is 3%
[72 PS. 39116 (a) (1.1) {I)i.
Fot dates of death on or after January 1, 1995, lhe tax rate imposed on the net value of transfers 'KJ Dr for the I.l$e of the survivin9 spouse is 0'1. !72 P.S. ~91l5 (a) {l.ll (ii)l,
The statute does not exel!1il.1 a transfer to a sur-JiVing spouse fram tax, and the statutory requIrements for disclosure of assets and filing a tax rerum <'ll'e still applicable even If
the survivins spouse is the only beneficiary.
ror dates of death on or after July 1, 2000;
The tax rate imposed 0.1 !he net value of transfers from a decaased child twen1y-one years of age or younger at death to Of for the uSe of a natural parent. an adoptive parent.
or a stepparent of the child is 0% [72 P.S. g9115(al{1.2)],
The tax rate imposed on the net value of transfers to or for the use of ine decedent's lineal beneficiaries Is 4.6%, except as noted III 72 P.S. ~911611.2) [72 P.S. !j9116(a)(1)],
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P,S. s9116{a)(1.3)). A sibling is de~ned. under Section 9102 as an
individual who has at least one parent in common r.ith the decedent, whether by ~Iood or adoption. '
RUG-07-2007 15:58
From:
ID:
Page:004 R=97%
AUG-07-07
03:52PM
FROM-
T-765 P.005(008 F-641
RE:V.1503 Ex.. (6-98)
.
COMMONWEALTH OF PENNSYLvANIA
INHERITANCE TAX RI;ll.lRN
RESIDENT DECEDE1IlT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Jo Ann Barrett a/kJa Jo Ann F. Barrett
FILE NUMBER
2007-00061
All pl'operty jointly-owned willi right of ~urvjvorship must he disclosed on Schedule F-
ITEM
NUMBER
1.
DESCRIPTION
2000 Stock Apprec~l1ion Rights-McDonald's Corporation
VALuE AT DATE
OF DEATH
31,220.00
TOTAL (Also enter on line 2. Recapitulation) $
(It mOre :;p~Co j:i nCEdl:1i, in:iart additiona: EhBstE of the oa~s oize)
31,220.00
AUG-07-2007 15:58
From:
TD:
Page:005 R=97%
i\UG-07-07
03:52PM
FROM-
T-765 P.006/008 F-641
REv-1S09 EX,. (6-98*
COMMONWEAL1'H OF pENNSYLVAN A
INHERITANCE: TA)( R5TURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY"OWNED PROPERTY
ESTATE OF
Jo Ann Bmrett a/kJa Jo Ann F. Barr:!tt
FILE NUMSER
2007-00061
If an asset was t\ade: joint within one year of the decedent'~ dale of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) Nil ME
ADDR~SS
RELATIONSHIP TO DECEDENT
A. Alaxis A. Barrett
106 Sandstone Send, Dickinson. Texas 77539
Daughter
B.
c
JOINTLY-OWNED PROPERTY:
LETTER DATE OE:SCRIPT/OIII of PROPERTY % OF OP,T~ o~ DEATI-i
ITCM FOR JOINT ~1ADE INCLUDE i'lA\>IE OF F.r-lANCIAlINSTITUTION IINO eP,N~ Ai;COUlllT N~MIilEfl. 0I'l SIMILAR DATE: OF DEATH DECO'S VAl,l,JE O~
NUMS.R TENANT JCINT I )ENTIFYIi'lG NUMB:R ATTACh DEED FOR JOli'lfLY-HELD REAL E5TAT~ VALUE OF ASSET INlEREST DECEDEi'lrS INTefl"sy
1. A 03/09/04 C,1ecking Account-Bank of America4l00S8632621 03 31,882.49 50% 15.941.25
TOTAL (Also enter on line 6, Recapitulation) $ 15,941,25
(If more space is needed, inser1 adaitlonal sne:ols of the ~an'la SiZe)
AUG-07-2007 15:58
From:
ID:
Page:005 R=100%
AUG-07-07
03:52PM
FROM-
T-765 P.007/008 F-641
REV.1511 EX... (12.99)
.
COMMONWEALTH OF P::NNSYLV"NIA
INH~I'lI"ANCI:: TAX "'l":'!'URN
RE>SIOENT D5C5D5NT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Jo Ann Barrett a/kJa Jo Ann F. 13arrett
FILE NUMBER
2007.00061
Debts 01 decedent mu:ol ~e rE!porled on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Crowder Funeral Homll
Luncheon after funeral
6,921.39
500.00
2.
B. ADMIt\ISTRATIVE CCSTS:
~arSOnal Reptesanlalivc'; Commissions
Name cr Personal RepreSenl<lUI/9(S)
Social Security NUllMr(s)/EIN Number of Personal Represenllltive(s)
Slreet AddreS5
Clly
. Stale
Zip
Year(s) Commissic n Paid:
2
AnOrney Fees
2,5DO.00
3. Family Exemption: ~Ifdecedenl's address is not the same as cl~imarl's. allach explanation)
Claimant
Slreet Address
City
Stale
. Zip
Rel~ijon5hip of CI. imanl to Decedenl
4
Protate Fee~
132.00
5. Accounlant's Fees
6 rax Return Preparer's Fe ~s
7
Cumberland County Rngisler of Wills. Short Certificates
8.00
TOTAL (Also Gnklr on line 9, Racapilulalicn) $
(If more space is needed. insert a:!ditjonal sheets of the same si~e)
10,061.39
RUG-07-2007 15:58
From:
ID:
Page: 007 R=97~;
AUG-07-07
03:52PM
FROM-
T-765 P.OOS/OOS F-641
REv-1513 EX'lg.OOl '*
COMMOMN~A~ TH OF PENNS"LVANIA
INl-lERITANCE TAX ~ErURN
RESIDENT DEceOeNT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Jo Ann Barrett a/kJa Jo Ann F. 3arrett
FILE NUMBER
2007-00061
Ri;LATIONSHIP TO DEC~OE;r\iT AMOUNT OR SHAR!;
NUMBfR NAME AND ADDRESS O~ PERSON(S) RECEIVING PROPE;RTY 00 Not List Trustec(s) OF J;STATJ;
1 TAXA8U~ DISTRIBUTIONS (if dude o~tIighl spousal di~tributicl1S, ~nd transfers u~der
Sec. 9116 (a) (1.2)]
Timothy C. Barrett, 1114 3heIWood Drive, Carlisle, PA 17013 Spouse 100.00
ENTER DOLLAR AMOUNTS ;:OR DISTRBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1500 COVI;R SHEET
11 NON.TAXABLE D1STRreUTIONS;
A. SPOUSAL OISTRI5UTION~ UNDER SECTION 9113 FOR WHICH AN ELE;CTION TO TAX IS NOT BEING MADE
3, CHARliABLE AND GOVERIJMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-150o COVER SHEET $ 0.00
{If nore spac~ is needed, Insert additiofial slleels of the same sizel
AUG-07-2007 15:58
From:
1D:
Page:008 R=100%
11::::1 Wt.::'1 MAHt\t.! :;:'IH!:..l:..l
LEY/ISTOWN, PA 17044
BARRON & ZI M MERMAN
WASHINGTON & ORANGE STS.
(717) 248-5479
COUNS~LL~r.S-AT-LAW
MIFFLlNTOWN, PA 17059
(717) 436-8221
LAST WILL AND TESTAMENT
I, JO ANN F. BARRETT, of Derry Torn1ship, l1ifflin County,
Pennsylvania, being of sound mind and body, declare this to be my
Last Will and Testament, and do hereby revoke all Hills and Codicils
previously made by me.
ITEM 1: I give, devise and bequeath all and every part of my
entire estate, real, personal and mixed, whatsoever and wheresoever
situate, including property over which I shall have any power of
appointment, to my husband, Timothy C. Barrett, provided that he shall
survive me by a period of Ninety (90) days.
ITEl12: Should my husband, Timothy C. Barrett, fail to survive
me by a period of Ninety (90) days, I then give, devise and bequeath all
and every part of my entire estate, real, personal and mixed, whatso-
ever and wheresoever situate, including property over which I shall
have any power of appointment, to my then living issue, per stirpes,
provided that he, she or they shall survive me by a period of Ninety
(9 0 ) da y s .
ITEM 3: Should I die without leaving issue to survive me
by a period of Ninety (90) days, I then give, devise and bequeath
all and every part of my entire estate, real, personal and mixed,
whatsoever and wheresoever situate, including property over which I
shall have any power of appointment, to my sister, Judith Ann Ford.
ITEM 4: I appoint The First National Bank of Mifflintown,
~~?tmAdt
,,((; r
,! Vj1f'-
I
~,_",_~""~,,:-~,,,,::,,'~-~''''.''4'''''~'' _~ _..
Mifflintown Borough, Juniata County, Pennsylvania, guardian of any
property which passes, either under this Will or otherwise, to a minor
or with respect to which I am authorized to appoint a guardian and
have not otherwise specifically done so, provided that this
appointment of a guardian shall not supersede the right of any
fiduciary in its discretion to distribute such share to another for
the minor's benefit. My said guardian shall have the power to use
principal as well as income from time to time for the minor's
support, welfare and education (including education beyond the high
school level, both graduate and undergraduate), without further
responsibility, to the minor or to any person taking care of the minor.
As used herein the word "minor" shall mean any person who has not as
yet reached the age of twenty-one (21) years.
ITE11 5: Should my husband, Timothy C. Barrett, predecease me,
I appoint my sister, Judith Ann Ford, guardian of the person of
my minor child or children.
ITE11 6:
I direct that my just debts, funeral expenses,
including my grave marker, estate taxes, inheritance taxes and all
other administration expenses are to be paid out of the residue of my
estate as soon as practicable after my decease, as a part of the
expense of the administration of my estate.
ITE11 7: I direct that the personal representative of my
estate as herein named shall
not be required to give Bond for ~
~ ? 6r>>uttt t{q1l'
the faithful performance of his or her duties in the Comn10nwealth of
Pennsylvania or in any other jurisdiction.
ITE}1 8: I appoint my husband, Timothy C. Barrett, as Executor
of this my Last \vill. Should my said husband, Timothy C. Barrett,
be unwilling or unable to so act, I then appoint my sister, Judith
Ann Ford, as Executrix of this my Last Will.
IN WInmSS WHEREOF, I have hereun to se t my hand this J?.+r,
day of May, 1992.
~/J( ) C) 60likttt
Jo Ann F. Barrett
The preceding instrument, consisting of this and two (2) other
typewritten pages, each identified by the signature of the Testatrix,
was on the day and date hereof signed, published and declared by
Jo Ann F. Barrett, the Testatrix therein named, as and for her
Last Will in the presence of us, who at her request, in her presence,
and in the presence of each other have subscribed our names as
witnesses hereto.
&- 9:- 'n7~~J
~~ c.->
~
;"'~
~
Southern California Legal Order Processing
Request For Information #25405, CA9-705-05-21
P.O. Box 3609
Los Angeles, CA 90051
This Information is CONFIDENTIAL and furnished
as a matter of business courtesy. No responsibility
is assumed by this bank or its officers.
05/07/07
Smigel. Anderson & Sa ekes LLP
4461 North Front Street
Harrisburg, Pennsylvania 17110-1709
Attn: Joanne A. Bradley
Per your request, the following is information on the account(s) maintained for
JoAnn F. Barrett, deceased.
1< . < ACCOljNTTYREI
I: < <AC;<';QlJr4J#<<1
AqCRUE[} .
INTER!Est :
1<i3.AL...o.r49i::< :.. .1
Checking
005863262103
$0.59
$31,882.49
IOTHER:
. . .,
. ....
The date of death balance as of 10/05/2006 is indicated above. Accrued interest
is not included into the balance. Account was opened on 03/09/2004.
Account is held in jointly by JoAnn Ford Barrett and Alexis A. Barrett.
There is no safe deposit boxes listed for the above customer.
Thank you for your payment.
Sincerely,
I
!l' 7~rJr;ns- ~ 6J;f (ev' I:e;- ~~?c 1/_
Jolynn Hopkins-Butler L-/
AVP; Operations Team Manager
(213)240-3457
Reference Number: 57676
Please send proper documentation with each request.
Requests without such documents risk being returned unprocessed.