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Home My WebLink About08-06-0815056051058 REV-1500 EX (Qti-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes ~ INHERITANCE TAX RETURN County .Year __ File Number PO BOX 280601 Harrisburg, PA 17128-osol RESIDENT DECEDENT ~ 21 ~ 07 I; 1078 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 199-07-9641 ~ ;August 12, 2007 I June 26, 1919 Decedent's Last Name Suffix i Decedent's First Name MI Barrett ~' ~~ ~ Helen ~ j K ~.----- ------------- - ---- I --------~ -- _ _ -- ------- -__ _ -- ---- __ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI i Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE __ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1/ 1. Original Return o 2. Supplemental Return __~ 3. Remainder Return (date of death prior to 12-13-i3Z) c~ 4. Limited Estate o 4a. Future Interest Compromise {date o 5. Federal Estate Tax Return Required of death after 12-12-82) 11 6. Decedent Died Testate c~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) c~ 9. Litigation Proceeds Received c~ 10. Spousal Poverty Credit (date of death c~ 11. Election to fax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Joel O. Sechrist 717-938-3396 Firm Name (If Applicable) ~~ - Sechrist Law Office I REGISTEETS9F WILLS U~E.C?NLY _ _ First line of address _ i ~ ~-g- - ~ i~' ~- --- -- - 568 Ofd York Road ~ ~~~ ~ ~ .~- '~ ~ _. I - --, Second line of address - `' ~~ ~' -„_ - ------- ---------- ------ _ ; 5 _ ,> _ I d,;FtIE FILED _.` - i Cit or Post Office _ State ZIP Code -~ f::~ ~ - ' ' Y ~_- ~_~~ Etters ' PA 17319 ----- - ~ -, N ~ I Correspondent's a-mail address: sechristlaw@gmail.com Under penalties of perjury, I declare 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 which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING~rURN "' DAT ADDRESS 572C Lewisberry Road New Cumflgrland, PA 17070 ___ --- -- - -- - --- -- SIGNAT R OF P EP ER OTHER HAN REPRE NTAT E DAT ) -__ ADDRE ~ 568 OI !Y rk Road Etters, PA 17319 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 15056052059 REV-1500 EX Decedent's Social Security Number _Decedent's Name: Helen Barrett _ _ j 199-07-9641 RECAPITULATION 1. Real estate (Schedule A) 1. ~~ $0.00 2. Stocks and Bonds (Schedule B) 2. ~ I I $0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. ~ $0.00' I 4. Mortgages & Notes Receivable (Schedule D) 4. li $0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 5. $7,002.82' 6. Jointly Owned Property (Schedule F) c~ Separate Billing Requested 6. i $0.00 !, 7. inter-Vivos Transfers & Miscellaneous Non-Probate Property 7 ~ ~ $0 00 (Schedule G) o Separate Billing Requested . 8. Total Gross Assets (total Lines 1-7) ~ 8. ~ $7,002.82 I, ._ 9. Funeral Expenses& Administrative Costs (Schedule H) 9. _ I! $1,083.001 10. Debts of Decedent, Mortgage Liabilities, ~ Liens (Schedule I) 10. $187,335.37 11. Total Deductions (total Lines 9 & 10) 11. ~ $188,418.37' ! - 12. Net Value of Estate (Line 8 minus Line 11) 12. r ', (5181,415.55) 13 Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 '', $0 00 . an election to tax has not been made (Schedule J) . I 14. Net Value Subject to Tax (Line 12 minus Line 13) 14. ($181,415.55) TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15 Amount of Line 14 taxable at the spousal fax rate, or __ _ transfers under Sec. 9116 ' $0.00' (a)(1.2) X 0. I 15. 16. Amount of Line 14 taxable ~ $0.00 at lineal rate X 0. I 16. I 17. Amount of Line 14 taxable $0.00 at sibling rate X .12 ~ 17 I 18. Amount of Line 14 taxable ' ' I I ~ $0.00 at collateral rate X .15 T8 _~ - 19. TAX DUE 19. $0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAY MENT c~ Side 2 15056052059 15056052059 L_ ~.l REV-1500 EX Paye 3 Decedent's Complete Address: File Number II 21 i; 07 ~~1o7s DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Helen Barrett 199-07-9641 STREET ADDF2ESS 375 Claremont Drive CITY STATE zlp Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) $0.00 2. Credits/Payments A. Spousal Poverty Credit __ B. Prior Payments _ _ ___ C. Discount _ Total Credits (A + B + C) (2) _ $0 00 3. Interest/Penalty if applicable D. Inl:erest E. Penalty Total interest/Penalty (D + E) (3) $0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) $0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5} $0.00 A. Enter the interest on the tax due. (5A} B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ^ b. retain the right to designate who shall use the property transferred or its income; ^ ~tj c. retain a reversionary interest; or ^ d. receive the promise for life of either payments, benefits or care? ^ {~ 2. If death occurred after December 12, 1982, did decedent transfer property within one ^ ~ year of death without receiving adequate consideration? ^ 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ^ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE iT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1} (i}]. For dates oi` death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate: imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9'116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. _e- .~~.,- _.., .., ~.. .,_.-,.,, _.__:.-...._ _.._.._..__...._........ H.r-t tiJFCtV t,7...ft?'LA-W. ._„_. ... _. _.. .,. _. ~..,--,.-.,-,.t..... ___,......._...~.,.._~+. -, .. ....._.___ _ A.,,.._.. .. . ,_... . {`~, . _ 2 E. MAIN STREET SHIREMANSTOWN, PAd7OlI - - 717-731-1461 L1~ST `~.iLL AND TESTAMENT OF HELEN REELER BARRETT I, HELEN REELER BARRETT, currently residing at 19 Sussex Road, Camp Hill, Cumberland Cou~~ty, Pennsylvania 17011, being of sound mind, memory and understanding do hereby make and publish this my Last Will And Testament hereby revoking all previous Wills and Codicils made by me. Item I. I order and direct that all of my just debts, funeral expenses and inheritance taxes may be paid as soon as conveniently possible immediatei.y after my death. Item II. I give and bequeath to, Charles S. Kepner, 911 Chambers Street, Bressler, Pa, my 1986 Thunderbird automobile. Item III. I give and bequeath to James C. Sweigard, 121 Presbyterian Street, Mechanicsburg, Pa, my Concord organ. Item IV. I give and bequeath to B. McCain Cochran, Jr.,3213 Pennbrook Ave, Harrisburg, Pa, my music and composers documents. Item V. I give and bequeath to Paul and Gaye Glaser of Boiling Springs, my portable Hammond Organ with 760 Leslie Speaker. 1 Item VI. All of the rest, residual, and remainder of my estate, real, personal and mixed of whatever kind and wherescever situated, I give and bequeath, in equal shares, PER CAPITA, to my good friends, Richard and Ann~i Shaver. Item VII. I hereby nominate and appoint my good friends, Richard and Anna Shover, to be the Executors of my estate. Item VIII. I direct that no Executor appointed under this Will be required to post any bond or provide any security to serve in that capacity. Item I%. I confer on m:y Executors, in addition to those powers granted by law, the following powers to be exercised in a prudent manner and applicable to all property constituting a part of my estate: A. To retain and to invest in all farms of real and personal property, without being confined to investments authorized by a statutory list, without being required to diversify and regardless of any principal of law limiting delegation of investment responsibilities by executors or trustees; B. To compromise claims and to abandon any property which, in my executor's opinion, is of little or no value; 2 C. To sell at pri~~a~.e or public sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; D. To borrow from anyone, even if the lender is an executor hereunder, and to pledge property as security for repayment of the funds borrowed; E. To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate related discretionary duties; F. To employ investment authority investment reasonable otherwise and to rely upon the advice given by counsel, to delegate discretionary to make changes in investments to counsel, and to pay investment counsel compensation in addition to any fees paid to my executors; G. To employ a custodian, to hold property unregistered or in the name of a nominee (including the nominee of any institution employed as custodian), and to pay reasonable compensation to the custodian in addition to any fees otherwise payable to my executors; 3 H. To procure and carry at the expense of my estate insurance of kinds, forms and amounts deemed advisable by my executors to protect my estate and my executors against any hazard; I. To commence or defend at the expense of my estate any litigation affecting my estate deemed advisable by my executors; J. To conduct alone or with others any business in which I am engaged or in which I have any interest at my death, with all the powers of any owner with respect thereto, including the power to delegate discretionary duties to others, to invest other property held hereunder in such business and to organize a partnership or corporation to carry out such business; and K. To distribute i.n cash or in kind. IN WITNESS WHEREOF, I, HELEN REELER BARRETT, have to this my Last ~~ Will And Testimony hereunto set my hand and .seal this ~~ day of ~_ /' ~~- 1' ~ 19 9 4 t ;..~~-'~- , 7/~.~.~ ~~.~~, ~~~.~ HELEN REELER BARRETT 4 SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, HELEN REELER BARRETT, as and for her Will, in the presence of us who, at her request, in her presence, and in the presence of each other, all being present at the same time, have hereto set our hand as witnesses: NAME ~J~c ~ ~. C9~f~ RESIDING AT 3~ G> , N1~t:? %l rP e ~ S~ (P ~ MQ A S ?FJLrJ A; f" ~ % ~~ i / NAME ~D~ /S ~~/~ I~/D,~ F~ RESIDING AT ~~ ~ C°DC~/SJ~!/U ~%~&~ 5 HELEN KELLER BARRETT We, having been duly qualified according to law, depose and say that we were present and saw HELEN REELER BARRETT sign the foregoing instrument as her Will; that she signed it as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing and at her request signed the Will as witnesses; and that to the best of our knowledge she was at the time 18 years or more of age, of sound mind, and under no constraint or undue influence.. %~1~ir 7~ . ~ ~ , Witness i~~ ~~ fitness Subscribed, sworn to, or .affirmed, and acknowledged before me by the above-named , „testatrix and bye, the witnesses whose names appear, on this //,~~ Y `' day of r~~ ~•~ '-' ~ 1994. ~. Notary Public _ __ _. -- 6 Notarial Seal Leola M. Coats, Notary Public Shiremansloum Sono, Cumbe~iand Gourrty My Commission E~ires April 8, 7 995 according to law, acknowledge that I signed the foregoing instrument as my Will, and that I signed it as my free and voluntary act for the purposes therein expressed. REV-1508 F_X ` (6-9E) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY ESTATE OF Helen Barrett FILE NUMBER 1078 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Sovereign Sank account #1051068339 $7,002.82 TOTAL (Also enter on line 5, Recapitulation) ~ $7,002._82 (If more space is needed, insert additional sheets of the same size) SV-1911 EX+(12-99j COMPAONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES ~ ADMiN1STRATfVE COSTS ESTATE OF Helen Barrett FILE NUMBER 1078 Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. 1 2 3 4. 5. 6. 7. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Richard and Anna Shover Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 572C Lewisberry Road City New Cumberland State PA Zip 17070 Year(s) Commission Paid: 2008 Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees $500.00 $500.00 $83.00 TOTAL (Also enter on line 9, Recapitulation) ~ $1,083.00 {If more space is needed, insert additional sheets of the same size) REV-'1512 EX +x(12-03) ,~~~, SCHEDULE I DEBTS OF DECEDENT, COM NCHERITANCETAXRETURNANIA MORTGAGE LIABILITIES, ~ LIENS ESTATE OF Helen Barrett FILE NUMBER 1078 Record debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT PA Department of Public Welfare $187,335.37 TOTAL (Also enter on line 10 Recapitulation) ~ $187 335.37 (lf more space is needed, insert additional sheets of the same size) REV-1513 EX + (g-0Oj) ' ~~~ COMMONWEALTH OF PENNSYLVANIA SCHEDULE J INHERITANCE TAX RETURN BENEFICfARiES RESIDENT DECEDENT ESTATE OF Helen Barrett FILE NUMBER 107 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [include outright spousal distributions, and I' transfers under Sec. 9116 (a) (1.2)j 1. Charles S. Kepner 911 Chambers St., Bressler, PA none car 2. James C. Sweigard 121 Presbyterian St., Mechanicsburg, PA none organ 3. B. McCain Cochran, Jr. 3213 Pennbrook Ave., Harrisburg, PA none documents 4. Paul and Gaye Glass Boiling Springs, PA none organ and speaker (decedent did not own any of the above items at the time of her death) 5. Richard and Anna Shover 572C Lewisberry Road, New Cumberland, PA 17070 none residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV- 1500 COVER SHEET H. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $0.00 (If more space is needed, insert additional sheets of the same size) Sovereign Bank ESTATE OF Helen K. Barrett SOCIAL SECURITY #: 199-07-9641 DATE OF DEATH: August 12, 2007 Account #: 1051068339 Type: Checking Open date; In the name of: Helen K. Barrett Date of Death Balance: $7,000.55 Int.(YTD) from 111/2007 to 8/6/2007 Accrued interest to date of death: $2.27 Other Info: $98.14 Exhibit to Schedule E 10/4!1993 Page 1 of 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS DIVISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17105-8486 February 14, 2008 SECHRIST LAW OFFICE JOEL O SECHRIST ESQUIRE 568 OLD YORK RD ETTERS PA 17319 Re: HELEN BARRETT CIS #: 900169848 SSN: 199-07-9641 Date of Death: 8/12/2007 Dear Attorney Sechrist: Please be advised that the Department of Public Welfare maintains a claim in the amount of $187,335.37 against the above-mentioned estate. This claim is for restitution of medical assistance granted on behalf of the decedent for which the Probate Estate is now responsible to reimburse the Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's itemized statement of claim. A portion of this medical expense, namely $31,779.6, was incurred during the last six months of the decedent's life; therefore, it is a Class 3 claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $155,555.77, is to be entered as a priority Class 6 claim against the estate. Please acknowledge receipt of this letter and advise whether the Commonwealth's claim is admitted and when payment may be expected. If the estate accounting is complete, please provide a copy. If the estate contains real estate, please provide copies of the deed, the latest tax assessment, and a current appraisal, if available. Sincerely, ~~ ~~ ~ ~. ~. Angela D. Carter Claims Investigation Agent 717-772-6612 717-772-6553 FAX Enclosure Exhibit to Schedule I Joel O. Sechrist, Esquire Attorney at Law 56$ Old York Road Etters PA 17319 717 938-3396 Facsimile 717 938-9613 August 5, 2008 Cumberland County Register of Wills One Courthouse Square Carlisle, PA 17013 Re: Estate of Helen Keller Barrett 2007-01078 To Whom It May Concern: Enclosed are two copies of the Pennsylvania Inheritance Tax Return and the filing fee in the amount of $15.00 in regard to the above estate. N c'7 ~r j~ c~ ~. ~- V/~y'K~uly yours, ~= - ~ - o -= oel O. Sechrist U ti \ ~~~~,~ .r- ~ C7 Cr? ~ N ~~. `~_ ~-' ~~ -~ -`-j :_;. -- - -~ _ J -- =' ~ .,~ 3 W O .,1 bi 01 LY «f ~ ~" ~ ~ C ~ fll U ~ ~ ~ ~ +~ ~ ~ ~ ~ ~ o N U ,S] ~ N ~ ~ U p tYl O a v .,~ U