HomeMy WebLinkAbout10-23-091505607120
REV- I ~OO EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue county code veer File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 9 0 5 8 1
PO 60X.280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
168 36 6562 05 31 2009 11 23 1918
Decedent's Last Name Suffix Decedent's First Name MI
BARYON LOIS 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 DUPLIC/#TE WITH THE
REGISTER OF WILLS'
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ~ 2. Supplemental Return
4. Limited Estate ~ qa. Future Interest Compromise
(date of death after 12-122)
-- B Decedent Died Testate
(Attach Copy of Will) C
LJ ~ Decedent Maintained a Living Trust
(Attach Copy or Trust)
~. 9. LltlgatlOn Proceeds RecelVed ~ 10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
vvr~ncvr v~wu~ ~ - ~ nw .mow ~ wn ma~.~ ~ ~~ vvmr~c ~ cv.
Name
MICHAEL L. BANGS
Firrn Name (If Applicable)
First line of address
429 SOUTH 18TH STREET
Second line of address
City or Post Office State ZIP Code
CAMP HILL PA .17011
Correspondent's a-mail address:
;, Remainder Return (date of death
prior to 1213-82)
:i. Federal Estate Tax Return Required
H. Total Number of Safe Deposit Boxes
11. Election td tak under Sec. 9113(A)
(Attach Soh. O)
°_NTIAL TAX INFOR ATI N SHOULD BE DIRE
Daytime Telephgne Number
717 730 7310
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REGISTER!OF~111LLS USE O~IP,Y
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Under penakies of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the bet 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 pre rer has any knowledge.
SIGNATUR F PERSON RESPON RETURN DATE
~( ~~- ,,.~. Donald H. Painter /df z~/o~
DDRESS
9 Hed erow Court, Oakl NJ 08107
IG TURE OF PREP R OTHER TATIVE DATE
Michael L. Bangs 22 ~
ADDRESS
429 South 18th Street mp Hill, PA 17011
Side 1
15D560712D 15056017120 J
J
1505607220
REV-1500 EX
Decedent's Social Security Number
'aN~: Loi8 H. Barton 1 6 8 3 6 6 5 6 2
RECAPtTUl.AT10N
1. Real Estate (Schedule A) .......................................................................................... 1.
2. Stocks and Bonds (Schedule B) .................................................
..............................
2. 9 2, 8 5 2. 0 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages 8 Notes Receivable (Schedule D) .......................................................... 4.
5• Cash, Bank De osits & Miscellaneous Personal Pro
P party (Schedule E) ................
5. 6 0 , 7 3 2 . 9 0
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested .............
7,
1 9 0, 2 4 2. 4 5
8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 3 4 3, 8 2 7. 3 5
9. Funeral Expenses 8 Administrative Costs (Schedule H) ......................................... 9.
23,591.64
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................................ 10. 19 2 • 4 6
11. Total Deductions (total Lines 9 8 10) ......................................................................
11. 2 3 , 7 8.4.1 0
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12, 3 2 0 , 0 4 3 . 2 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. 3 2 0 , 0 4 3 . 2 5
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) x .00 0. 0 0~ 15. 0. 0 0
18. Amount of Line 14 taxable
at lineal rate x .045
3 2 0, 0 4 3. 2 5
16.
14 , 4 0 1. 9 5
17. Amount of Line 14 taxable
at sibling rate X .12 0. 0 0 17. 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0. 0 0 18. 0. 0 0
19. Tax Due ........................................... ......................................................................... . 19. 14 , 4 01.9 5
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505607220 15056072'20 J
REV-1500 EX Page 3
Decedent's Complete Address:
-,
File Number 21-09-0581
,~ .,.
DECEDENTS NAME
Lois H. Barton
STREET ADDRESS
325 Wesley Drive
Apt. 130
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CredRs/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interesf/Penafty if applicable
p. Interest
E. Penalty
13,700.00
720.10
Total Credits (A + g + C)
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
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.
A, Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make .Check Payable to: REGISTER OF W1LLS, AGENT
(1) 14,401.95
(2) 14,420.10
(3)
(a) 18.15
(5)
(5A)
(5B)
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X".JN THE APP~tOiPRIATE 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 :....................................
c. retain a reversionary interest; or ...........................................:......................................................................
d. receive the promise for I'rfe of either payments, benefds 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 "in trust for" or payable upon death bank account or security at his or her death4......... ^ ^
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 IIT AS PART OF THE RETURN.
~: ,
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For dates of death on or after Juy 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers) to ar 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 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 Juy 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 benefidaries 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 least one parent in common with the decedent, whethelr by blood or adoption.
Rev-160 telr+ (6-8t) .
SCHEDULE B
STOCKS & BONDS
COMAONNIEALTN of PEFNiSnvPtdw I I
IMiERrrANCE TAX RETURN
RESX)EHr OECEOENT
ESTATE OF FILE INWMBER
Barton, Lois H. 21-p9-0581
All property JolMlyownad wNh AgM of suMvorship must ba diselosad on Sehsduls F
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
1 ; Serfes EE Savings Bonds - 30 bonds /;1,000.00 51,408.00
denomination
2 ; Series EE Savings Bonds - 6 bonds /;5,000.00 36,444.00
denomination
3 ; Series HH Savings Bond -1 bond /;5,000.00 5,000.00
denomination
TOTAL (Also enter on Line 2, Recapitulation) 92.852.00
(H more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form pA-1500 Schedule B (Rev. 6-98)
Rav-1601! EX+ (6-t16)
CCLtAtONVVEJLLTN of PENNSYLVANYI
MFERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Barton, Lois H. 21,09x0581
Indude dfs procssda of Ntigetbn and the date Die proceeds wero received by Die estate.
All property jolnlly-owned wlth the A0M or suMvonhip must be disclosed on sehed W s F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Miscellaneous coins 672.50
2 Refund from Asbury Communities, Inc. 91.59
3 Refund from Pinnacle Health Emergency Dept. 33.81
4 Miscellaneous personal property -See appraisal of items attached. 7,775.00
5 PNC Bank, NA -Account 5140003097 13,258.00
6 PNC Bank, NA -Account 5130061509 7.307.00
7 PNC Bank, NA -Account 2001005099 31,595.00
scHEOViE E
CASH, BANK DEPOSITS, ~ MIS~G
PERSONAL PROPERTY
TOTAL (Also enter on Line 5, Recapitulation) I 60.732.90
(H more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form IAA-7500 Schedule E (Rev. 6-98)
Rev-~a~o Ex+ (a-aa-
SCHEDVLE' G _
INTER-VIVOS tRANSFERS ~
MISC. NON-PROBATE PROPERTY
corwtoNwE~LTN of rENNSn.voran
IMIERRANCE TA% RETURN
RE8IDENT DECEDENT
ESTATE OF
Barton, Lois H.
21
NUMBER
This sdredrde must be completed and filed H the answer to arty of questions 1 through 4 an the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER
INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH
VALUE OF ASSET % OF DECD'S
INTEREST ~xcLUS1oN
(IF'APPLICABLE) TAXABLE
VALUE
1 Allstate -Annuity Contract GA19348580; named 190,242.45 100.000 190.242.45
beneificary is Ada Painter, the decedent's sister.
TOTAL (Also enter on Line 7, Recapitulation) I 190.242.45
(K more space is needed, additional pages of the same size)
Copyright (c) 2002 forth software only The Lackner Group, Inc. Form t~A-1500 Schedule G (Rev. 6-98)
REV-1161 EXf (12-89)
SCHEDULE H
COMMONYVEALTHOFPENNSYLVANIA FUNERAL EXPENSES & ~~
INHERITANCE TAX RETURN w DRA'N'~Tp A ~'"C ^OcTc
RESIDENT DECEDENT M '^1 1 IV1 Y G v ~7 ~7
ESTATE OF FILE NUMBER
Barton, Lois H. 21-09-0581
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION
NUMBER ~ AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached
9,827.45
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Donald H. Painter
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 9 Hedgerow Court
city Oaklyn state NJ zip 08107
Year(s) Commission paid 6,000.00
2. Attorney's Fees Michael L. Bangs 6,000.00
3. Famiy 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
4. Probate Fees 177.00
5. Accountant's Fees 375.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs 1,212.19
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 23,591.64
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
SCHEDULE H
FUNERAL. EXPENSES AND ADMINISTRAT111/E COSTS
continued
ESTATE OF FILE NUMBER
Barton, Lois H. 21-09-0581
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Exuenses
1 Parthemore Funeral Home 708.25
2 Parthemore Funeral Home 9,119.20
H-A subtotal 9,827.45
Other Administrative Costs
3 CumbeHand Law Journal -estate advertising 75.00
4 Eileen Packer -Cleaning/packing of apartment 326.00
5 Eileen Packer -Reimbursement for Harrisburg Storage cost 371.88
6 The Sentinel -estate advertising 145.06
7 tae Fatuity Quality Jewelers - appriasal of miscellaneous jewelry 284,25
H-B7 subtotal 1,212.19
Copyright (c) 2002 form software ony The Lackner Group, Inc. Form hA-1 S00 Schedule H (Rev. 6-98)
core~oNwEnuN of aENNSnvnran
INHERfTANCE TAl( RETURN
RESIDENT DECEDENT
SCHED~JLE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, ~ LIENS
ESTATE OF FILE'NUMBER
Barton, Lois H. 21-q9-0581
IDeluds unrelmhursed medical expemss.
pi more space la needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form pA-1500 Schedule I (Rev. 6-98)
REV-1517 EX+ (9-0°)
~ ~ ~
SCHED~/LE J ~~ `
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Barton, Lois H. 21-09-0581
NUMBER NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT .SHARE OF EStATE AMOUNT OF ESTATE
Do Not Ust Tru s iWords) (y$$)
I~ TAXABLE DISTRIBUTIONS [include outright spousal
distributions and transfers
under Sec. ~116(a)(1.2)J
Sandra Hancock Niece 14% of residue 18
172.11
405 Center Drive ,
Belleville, PA 17004-8669
Arthur Hollibaugh Brother 28% of residue 36
344.22
Box 52 ,
Rockhill Furnace, PA 17249
Ada Painter Sister 29°~ of residue 227,884.68
414 Suffolk Road plus annuity
Flourtown, PA 19031 value of
;190,242.45'.
Donald H. Painter Nephew 15% of residue 19
470.12
9 Hedgerow Court ,
Oaklyn, NJ 08107
F. Thomas Wilson Nephew 14% of residue 18
172.11
8034 Valley View Road ,
Huntingdon, PA 16652
Total 320,043.24
Enter dollar amounts for distributions shown above on lines 5 throw h 18, as appropri ate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTA L OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1
- 500 COVER HE!ET 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form A-1500 Schedule J (Rev. 6-98)
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-
APPRAISAL ~~
WISE FAMILY QUALITY JEWELERS"
513 Station Ave. Haddon Heights, fVJ 08035 ' ~ 856-546-1129
Date July 23, 2009
~ Narr1e ~ Donald Painter
Address 9 Hedgerow Ct
Haddon Township, NJ 08107
~ Phone ~ 856-858-1929
The appraisal below is given upon the express condition that R is not to be considered a representation.pn the part of W is~ Family Jewelers to purchase
said articles at the appraised value, nor is it to be'construed as an offer to purchase the said jewelry at said price at any tI'~ne, nor is it a guarantee that said
articles wfll realize the appraisal amount at any public, private or other sale. The appraisal of the below jewelry is based o{~ the retail market price excluding
Federal, State or other taxes existing on the date of the appraisal and stone weight, color 8 clarity, and canting grades are,approximate unless etherwica
stated.
DESCRIPTION
REP CEMENT VALUE
One ladies 14k yellow gold ring with a single oval amethyst approximately
13.Sx10.5mm. The ling weighs 2.8dwt.
One 14k herringbone chain approximately 24" long weighing 12.3g. The chain is
missing a clasp.
One 14k yellow gold rope chain approximately 22" weighing 5.6g. On the chain is
an approximately 3.Smm wide wedding band converted to a pendant with a rabbit
ear bail weighing 2.2dwt.
One ladies 14k yellow gold ring with an approximately 10x8mm oval synthetic star
ruby with one round full cut diamond on each side with an approximate total
diamond weight of .05ct. The diamonds are GM color and SI clarity. The ring
weighs 2.0 dwt.
One ladies 14k white gold engagemen# ring weighing 1.6dwt. The ring is a solitaire
mounting with a round brilliant cut diamond with an approximate weight of 1.OOct.
(measured in mounting) The diamond is G/H color and VS clarity.
TOTAL REPLACEMENT VALUE
X
$75.00-100.00
$300.00
$250.00
($125 x 2)
$150.00
$5,125.00
0125.00 + $5,000.00)
of America, Diamond Grading and Evaluation 1973
~.
~;~'~:
APPRAISAL
WISE FAMILY QUALITY JEWELERS
513 Station Ave. Haddon Heights, NJ 08035 856-546-11'29
Date July 23, 2009
~ Name ~ Donald Painter
Address 19 Hedgerow Ct
Haddon Township, NJ 08107
~ Phone ~ 856-858-1929
The appraisal below is given upon the express condition that it is not to be considered a representation. on the part of Wi a Family Jewelers to purchase
said articles at the appraised value, nor is k to be cxr-strued as an offer to purchase the said jewelry at said price at any ~me, nor is it a guarantee that said
articles will realize the appraisal amount at any public, private or other sale. The appraisal of the below jewelry is based $n the retail market price excluding
Federal, State or other taxes existing on the date of the appraisal and stone weight, color ~ clarity, and cutting grades are approbmate unless otherwise
stated.
DESCRtPTroN REPILACEMENT VALUE
One ladies 14k yellow gold engagement ring weighing 1.Odwt. It contains one. $204.00
center round transitional cut diamond with an approximate weight of .18ct. It is G/H
color and SI clarity. The ring also contains 4 single cuts with an approximate total
diamond weight of .02ct.
One ladies 14k yellow gold wedding band weighing .Sdwt. ft contains five single cut I $75.0
diamonds with an approximate total diamond weight of .02ct.
One ladies 14k yellow gold ring weighing S.Odwt. It contains one rounded triangular
shaped opal with excellent play of color displaying shades of red, orange, green $1,2l~0.00
and purple. it measures approximately 15.5x15mm with an estimated weight in
mounting at 9ct. On each side of the mounting are three full cut round diamonds
for a total of six with an approximate total diamond weight of .15ct.
One ladies 14k yellow gold pearl and diamond ring weighing 2.3dwt. One pearl
measures 5.5-6.Omm and one pearl is missing. There are three full cut round
diamonds between where the pearls are for an approximate total diamond weight $150.100
of .06ct. The diamonds are G/H color and SI Garity.
X
Gemolog
'~
~~•~
TOTAL REPLACEMENT VALUE
Institute of America, Diamond Grading and Evaluation 1973
`~. ..
M
APPRAISAL
WISE FAMILY QUALITY JEWELERS
513 Station Ave. Haddon Heights, NJ 08035 "` 856-546-11129
Date July 23, 2009
Name ~ Donald Painter
Address 9 Hedgerow Ct
Haddon Township, NJ 08107
I Phone I 856-858-1929
The appraisal below is given upon the express condfion that it is not to be considered a representation on the part of Wise Family Jewelers to purchase
said articles at the appraised value, nor is it to be construed as an offer to purchase the said jewelry at said price at any time, nor is it a guarantee that said
articles will realize the appraisal amount at any public, private or other sale. The appraisal of the below jewelry is based qn the retail market price excluding
Federal, State or other taxes ebsting on the data=of the appraisal and stone weight, color 8 clarity, an0"cutting grades are approximate unless otherwise
stated.
DESCRIPTION
One pair 14k yellow gold screw back pearl earrings weighing 1.4dwt. The pearls $125.00
measure 6.5-7mm. The pearls are B grade.
One strand of 95 cultured pearls approximately 24". The pearls measure $100;00
approximately 6.0-6.Smm and are slightly baroque shaped. The pearls are roughly
C quality. There is a 14k yellow gold oval clasp with a Chinese symbol on both
sides.
One ladies 14k yellow gold Gerard Perregaux wrist watch. One 14k yellow gold I N/A
round disc pin engraved with a "B". One 10k yellow gold ring.
Please be advised that the prices stated on these three pages are to be used for
the division of estate only and do not reflect current retail replacement prices.
-~ TOTAL REPLACEMENT VALUE
X G~/Gl.~,,.
Gemological Institute of America, Diamond Grading and Evaluation 1973
VALUE
Allstate Life Insurance Company
P.O. Box 94212
Palatine, IL 60094-4212
Telephone: (877) 499-6418
Facsimile: (866) 635-4523
July 7, 2009
Michael Bangs
Bangs Law Offices
429 South 18th Street
Camp Hill, PA 17011
Re: Lois H. Barton
Contract No: GA19348580
Dear Mr. Bangs:
„~ _ - _ - - -
~~ Alistat~.x.
You're in good hands.
We received a request to complete IRS Form 712 for the above referenced contract. The purpose of Form
712 is to provide an estate or donor with the value of a life insurance contract or its proireeds as of a certain
date (usually the owner's date of death or date of transfer of the contract).
Because this contract is an annuity, it is not reportable on IRS Form 7 i 2. I can, hdwever, provide the
following information for estate purposes:
Date of Death: May 3 } , 2009
Annuity Value as of Date of Death: $ 190,242.45*
Cost Basis: $ 128,402.76
Named Beneficiary: Ada. Painter
*The actual amount paid may differ due to Market Value Adjustments and/or any applicable Surrender
Charges.
If you have any questions, please contact me at 1-877-499-6418 Ext. 48371.
Sincerely,
Robin Gay
Claim Representative
` ~~. .~
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~AT/
O
I, LOIS H. BARYON, of Lower Allen Township, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will previously made by me.
ITEM I. I direct that all my just debts and funeral expense:, including my
T
gravemarker and all expenses of my last illness, and any and all taxes and assessments
imposed by any governmental body as a result of my death, whethwr on property passing
under this will or otherwise; shall be paid from my residuary estate as soon as practicable
after my decease as a part of the expense of the administration of n~:y estate.
ITEM II. I give and bequeath all of my household goods; automobiles, jewelry,
and all other articles of household and personal use, equipment and ornament, together
with all insurance thereon and relating thereto, as follows:
A. Twenty-nine (29%) percent to my sister, ADA PAINTER, of
Flourtown, Pennsylvania, provided she survives my death ?~~y thirty (30)
days. Should she predecease me or be deceased on the thirty-first day
after my death, her share shall go to her issue, per stirpes, as survive my
death by thirty (30) days.
B. Twenty-eight (28%) percent, in equal shares, to my niece,
SANDRA HANCOCK and my nephew, F. THOMAS WILSON, provided
they survive my death by thirty (30) days. Should they predecease me or
1
be deceased on the thirty-first day after my death, their shaze shall go to
their issue, per stirpes, as survive my death by thirty (30) days.
C. Twenty-eight (28%) percent to my brother, ARTHUR
HALLIBAUGH, of Rockhill Furnace, Pennsylvania, provided he survives
my death by thirty (30) days. Should he predecease me or be deceased on
the thirty-first day after my death, his share shall go to his issue, per
stirpes, as survive my death by thirty (30) days.
D. Fifteen (15%) percent to my nephew, DONALD. PAINTER, of
O
d\9.
Oaklyn, New Jersey, provided he survives my death by thirty (30) days.
Should he predecease me or be deceased on the thirty-first day after my
death, his share shall go to his issue, per stirpes, as survive my death by
thirty (30) days.
ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my
possessions and estate of every nature and wherever situate as follows:
A. Twenty-nine (29%) percent to my sister, ADA PAINTER, of
Flourto~~,m, Pennsylvania, provided she survives my death by thirty (30)
days. Should she predecease me or be deceased on the thirty-first day
after my death, her share shall go to her issue, per stirpes, as survive my
death by thirty (30) days.
B. Twenty-eight (28%) percent, in equal shazes, to any niece,
SANDRA HANCOCK and my nephew, F. THUMAS WILSON, provided
2
they survive my death by thirty (30) days. Should they predecease me or
be deceased on the thirty-first day after my death, their share shall go to
their issue, per stirpes, as survive my death by thirty (30) days.
C. Twenty-eight (28%) percent to my brother, ARTHtTR
HALLIBAUGH, of Rockhill Furnace, Pennsylvania, provided he survives
my death by thirty (30) days. Should he predecease me or ~be deceased on
the thirty-first day after my death, his share shall go to his issue, per
stirpes, as survive my death by thirty (30) days.
~ D. Fifteen (15%) percent to my nephew, DONALD PAINTER; of
~~ Oaklyn, New Jersey, provided he survives my death by thirty (30) days,
~g\ Should he predecease me or be deceased on the thirty-first day after my,
death, his share shall go to his issue, per stirpes, as survive my death by
thirty (30) days.
ITEM IV. All of the interests of the beneficiaries hereunder shall not be subject
to anticipation or to voluntary or involuntary alienation nor shall they be subject to any
execution or attachment.
ITEM V. I appoint my nephew, DONALD PAINTER, executor of this'my last
will.
ITEM VI. In addition to the other powers and authorities' granted to mfr personal
representatives by Pennsylvania law and by the other terms and p'r'ovisions of this will, I hereby
give to my personal representatives the following powers and authorities effective without court
3
approval and until actual distribution of all property: to compromise any claim or controversy;
to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as
my personal representatives may determine and at valuations finally to be fixed by them; to
invest in all forms of property, including any stock or other securities in any corporate fiduciary
or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my
personal representatives deem proper, without regard to any principle of risk or diversification;
to retain any or all assets of my estate, real or personal, without regard to any principle of risk or
diversification; to sell at public or private sale, to exchange, or to lease .for any period of time,
any real or personal property and to give options for sales, exchanges, or leases,: for such prices
and upon such terms or conditions as my personal representatives deem proper; and to allocate
receipts and expenses to principal or income or partly to each as my personal representatives
deem proper in their sole discretion.
ITEM VII. I direct that my personal representatives and fiduciaries shall not be required
to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this ~ da of
- Y
_ _, 2002.
LOIS H. BARYON
4
,'
The preceding instrument, consisting of this and FOUR other t~Tpewritten pages, each
identified by the signature of the testatrix was on the date thereof signed, published, and declared
by LOIS H. BARYON, the testatrix therein named, as and for her last will, in the presence Hof us,
who at her request, in her presence, and in the presence of each other, have subscribed our names
as witnesses hereto.
~~1~2-
5
-"'
COMMONWEALTH OF PE'IaINSYLVANIA ~
COUNTY OF CUMBERLAND (SS:
The undersigned, being the testatrix whose name is signed to thw attached orlforegoing
instrument, having been duly qualified according to law, does hereb
executed the foregoing instrutf3ent as my last will, that I signed it willir~ lyoand tlgiat I signednt as ny free
and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged
before me by the testatrix named above
`hisday of o~~~ o , 2Q02.
--'' - -~~ SEAL
WlND~f S. , Maber emote
Lower A4sn Tw1O., CuenR~sPar~d C:a~.reacr
Mfr Canmi~vEon ~,~ la4sy 341. ~;:~
COMMONWEALTH O 1VIVSYLVANIA
COUNTY OF CUMBERLAND (SS:
WE, ~ t v.~r ~~ ~~ c~ and _,^_, the vWitr-esses whose
names are signed to the attach^d or foregoing instrument, being duly qt`s°~l~fied accordi~rg to law, do
depose and say that we were present and saw the testatrix sign and exec,lte the instrument as her last will;
that she signed it willingly and'that she executed it as her free and volur:~;a.ty act for the purposes therein
expressed; that each of us in the hearing and sight of the testatrix signec> the will as witnesses; and that to
the best of our knowledge, the testatrix was at that time 18 or more years of age, of sot~xrQ~mind, and
under no constraint or undue influence
Sworn or affirmed to and
acknowledge before me this
~~dav of ~ P ,Il 0 inn-
Notary
~ SEAI w
~M!'ND1! S. C'~l~p~ 1+1e'Ir~f' e
Loww AN~n Twp,, Cunibw~ ~~,
Mr Goy x,10. ~3
6
$~N~S L~~ Ogf~IC~
429 SOUTH 18TH STREET
CAMP HII,L, PA 17011
E-ma~'L• mikel~ang~J~erizon.net
MICHAEL L. BANGS, Attorney-at-Law
WENDY K. STRAUB, Paralegal
PHONE: 717-730-7310
FAX: 717-730-7374
WILLIAM E. MILLER, JR.
Of Counsel
October 22, 2009
N
o
~
Glenda Farner Strasbaugh, Register of Wills `~~~= ~ "' =~~' ~
Cumberland County Courthouse r ~,
T o ~'
One Courthouse Square
~~
`"~'
w ~~ `~~
r3 ;
_=~
Carlisle, PA 17013 "` ~-
,,__a-~,
~ ._~ ~
_.._ ._,~,
RE: Estate of Lois H. Barton ~ ~ ~
`' rv .- . ~ ~
File No. 21-09-0581 `
oa
Dear Mrs. Strasbaugh:
Enclosed you will find the following:
1. The original and one copy of a Pennsylvania Inheritance Tax Return;
2. The original Inventory; and
3. A check in the amount of $30.00 to pay the filing fee.
The estate is due a refund in the amount of $18.15.
Kindly file the documents and return a filing receipt to me in the enclosed, stamped, pre-addressed
envelope. If you require anything further, please contact me.
Very truly yours,
~''
Michael L. Bangs
wks
Enclosures
cc: Mr. Donald H. Painter