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Home My WebLink About08-14-08 (2)15056041147 -'' REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.zsoso~ 21 0 8 0 0 3 8 2 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 11062007 01191918 Decedent's Last Name Suffix Decedent's First Name MI BARRICK JULIA H (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa. Future Interest Compromise ^ 5. Federal Estate Tax Return Required (date of death after 12-12-82) Decedent Died Testate ~ Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes ® 8. (Attach Copy of Will) ^ (Attach Copy of Trust) 9. Litigation Proceeds Received ^ 1 p, Spousal Poverty Credit (date of death ^ 11. Election to tax 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 TO: Name Daytime Telephone Number JAMES M ROBINSON 717245.`~'§~88 ~'w `.. ~~ Firm Name (If Applicable) TURO LAW OFFICES First line of address 28 SOUTH PITT STREET Second line of address City or Post Office CARLISLE State ZIP Code PA 17013 REGISTER OF.1iHILLS USNLY, ~: ~:: J .-' rv = tJ a DATE FILED Correspondent's a-mail address: ~ r O b 1 A S o Il Q t 11 r 018 va . C 0 m Under penalties of perjury, I declare that 1 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. ~RSON„RESPQNSIBLE FOR FILING RETURN D E L ,~~~ ti , l//II ((1 t r rr9 .,~ n n rr / Lois J. Swanger ~ l `~/~(~ ADDRESS 50 E. Main SIGNAT RE OF PF PA 17241 IESENTATIVE 29' South Pitt Street, Carlisle, PA 17013 15056041147 James M Robinson Side 1 ~/l ~/bt~ 15056041147 ~I~ U" 15056042148 REV-1500 EX Decedent's Social Security Number Decetlent's Name: B A R R I C K, J U L I A H - RECAPITULATION - - - _ _ __ 1. Real Estate (Schedule A) ........................................................................................ .. 1. 5 7 , 12 Ci 5 0 2. Stocks and Bonds (Schedule B) ............................................................................. .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)........ .. 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ .. 4. 5• Cash, Bank De osits & Miscellaneous Personal Pro e P p rty (Schedule E) .............. .. 5. 7 1 0 9 . 8 8 r 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ........... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............ . 7, 8. Total Gross Assets (total Lines 1-7) ...................................................................... . g. 6 4, 2 3 5. 3 8 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... .. 9. 6 , 9 4 6 . 3 3 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .............................. .. 10. 11. Total Deductions (total Lines 9 & 10) .................................................................... .. 11. 6 , 9 4 6 3 3 12. Net Value of Estate (Line 8 minus Line 11) ........................................................... .. 12. 5 7 , 2 9 0 0 5 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................ . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................ . 14. 5 7 , 2 9 0 . 0 5 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate x .045 5 7, 2 9 0. 0 5 16. 2, 5 7 8. 0 5 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due .................................................................................................................... . 19. 2, 5 7 8 0 5 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 15056042148 15056042148 REV-1500 EX Page 3 File Number 21 - 08 - 00382 Decedent's Complete Address: Garrick, Julia H STREET ADDRESS 50 East Main Street - --- --- _-_ _ _-- - _- _ _ _ _ - - STATE - _ - ZIP Newville PA I 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable p. Interest E. Penalty (1) 2,578.05 Total Credits (A + B + C) (2) 0.00 ---- Total tnteresUPenalty (D+ E) (3) 0.00 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2, 578.05 q. Enter the interest on the tax due. (5A) -- B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 2 ~ 5 7 $ , ~ 5 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" 1N THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................. !_ z' b. retain the right to designate who shall use the property transferred or its income :.................................... ~ , x~ c. retain a reversionary interest; or .................................................................................................................. ~ ~ ~~ d. receive the promise for life of either payments, benefits or care? .............................................................. ~ 1 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... ~ ~X 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ~ _] ~x 4. Did decedent own arnylndiv9 ual Retirement Account, annuity, or other non-probate property which ._J L contains a beneficia desi nation ....................... 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. 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 of 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 statulory 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. §9116 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)]. A sibling is defined under Section 9102, as an individual who has at feast one parent in common with the decedent, whether by blood or adoption. SCHEDULE A COhTAONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Barrick, Julia H , 21 08 00382 All real property owned sole)y or as a tenant in common must be re orted at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wilting seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION NUMBER 1 50 East Main Street, Newville, PA 17241 1/2 Interest VALUE AT DATE OF DEATH -- _ _. 57,126.50 TOTAL (Also enter on Line 1, Recapitulation) 57,126.50 SCHEDULE E I CASH, BANK DEPOSITS, ~ MISC. CONMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY ''~. INHERITANCE TAX RETURN RESIDENT DECEDENT - - _-_ - _..._ .. ___~ -___- -- _. _._ I - - _____- ESTATE OF FILE NUMBER Barrick, Julia H l21 - os - oo3s2 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 NUMBER DESCRIPTION 1 Members 1st F.C.U. -Checking Acct .No. 197520-11 1/2 Interest 2 Members 1st F.C.U. -Savings Acct. No. 197520-00 1/2 Interest VALUE AT DATE OF DEATH ___ _ __ 6,847.02 262.86 --- - _ __- TOTAL (Also enter on Line 5, Recapitulation) 7,109.88 SCFEDU.E H ~ FUPEFiAL EKES & COMMONWEALTH OF PENNSYLVANIA wry~ T~w INHERITANCE TAX RETURN ' F11.JIr.~ l tv\~ ~~ RESIDENT DECEDENT I }FILE NUMBER ESTATE OF Garrick, Julia H 21 - 08 - 00382 __ _. Debts of decedent must be reported on Schedule I. _ DESCRIPTION AMOUNT NUMBER FUNERAL EXPENSES: - -- A. 1 ~ Auer Funeral Home ~ 530.00 2 'Cremation Society of Pennsylvania 940.00 3 ,Mount Holly Springs Cemetery 600.00 4 I Lisa's Floral -Flowers at Memorial Service 50.00 5 Food at Memorial Service I 100.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): I Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Turo Law Offices 1,284.73 3. ', Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Lois J. Swanger 3,000.00 street address 50 East Main Street i city Newville state PA zip 17241 Relationship of Claimant to Decedent Daughtef 4. Probate Fees Register of Wills 200.00 Cumberland Law Journal 75.00 The Sentinel -Legal 166.60 5. II Accountant's Fees '~ ~ 6. ' Tax Return Preparer's Fees 7. ', Other Administrative Costs 'I 1 TOTAL (Also enter on tine 9, Recapitulation) 6,946.33 REV-1513 EX+ (9-00) I, SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT '~ _~. ---- --- - ESTATE OF FILE NUMBER Barnck, Julia H ~ 21 - 08 - 00382 - --_ - -- - -- - RELATIONSHIP TO I _- - ~ SHARE OF ESTATE AMOUNT OF ESTATE DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) (Words) ($$$) RECEIVING PROPERTY oo Not uet Trustee(s) TAXABLE DISTRIBUTIONS [include.outright spousal I . distributions, and transfers under Sec. 9116 (a) (1.2)] I' Dau hter 1 II Lois J. Swanger 9 I Entire '~i 57,290.05 50 E. Main Street Newville, PA 17241 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. INON-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 II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET O.OO _- 1_ - _ -- -- - _- JULIA H. BARRICK I, Julia H. Barrick, of North Middleton, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my personal representative, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable marker at my grave, and to expend sums from my estate for this purpose. SECOND I give, devise and bequeath my entire estate together with all insurance proceeds thereon of whatever nature and wheresoever situate to my daughter, Lois June Swanger, per stirpes. /> ` 1''~/ r'`~ L THIRD My executrix and trustee are authorized and empowered to exercise from time to time in his, her or its sole discretion and without prior authority from any Court, in respect of any property forming part of any trust hereby created or otherwise ins its possession hereunder all powers conferred by law upon trustees or executors and the testator intends that such powers be construed in the broadest possible manner. FOURTH I nominate, constitute and appoint my daughter, Lois June Swanger, of Cumberland County, Executrix of this my Last Witl and Testament. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. FIFTH I hereby declare it to be my expressed desire that my personal representative employ Turo Law Offices of Cumberland County, Pennsylvania, for legal advise and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution oi` the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this ~ day of ~ , 2000. W itn s Witness o '~ c'- !,~J J r J AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND We, ~r ~ ~ . I r ~ ~ e and fCPr]p~ ~ ~ SYyt l1~-~} the witnesses whose names are attached to the foregoing document, being duly qualified according to the law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ~la ~ ~" ~1..~ ~-~. t ~rYt- ~ 7-~ ) Sworn or affirmed and subscribed before me by ~ e~"1 ~P ~(• Slwt - ~ and (Y}~aylf (Y1. ~y1 ~f this ~q~h day of , 2000. ,. ~~ i , , ~ Notary Puj~~lic ~:J ~r °~ d/S PIYOV1 vv ~16f:: @f6~ ~ARtt y~I~rq//'~d a ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS I, Julia H. Barrick, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to the law, do hereby acknowledge that !signed and executed the instrument as my Last Will and Testament; that I signed ~ it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~- J lid H. Barrick ,\ Sworn or affirmmed and acknowledged before me by Julia H. Barrick, the Testatrix, this _~ day of / i ~. , 2000. .~ ,; , /~ /~, ~~, Notary Public ~x---- tvi~Tl~~.. M~j~ ..~...~,,~.e..~ @Y~ii(Ii~ B6aY ~'A, LM:IF~.k Fr.~ ~:~ \o~.}~ YYa