HomeMy WebLinkAbout04-0529t~egi~ter af :~ill~ af Cumberlan~ Cauntp ~enn~pl[~ania
OATH OF NON-SUBSCRIBING WITNESS
Estate of R ~ ~ 14, ~/2.
Also know as
, Deceased
No.
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that (I a~
familiar with the signature of ~'~'" [~' ~/~,.}Z... ,testat ~1{'- of(om~ff,4he
subscribing ,~4_m~es to) th{~odicil presented herewith and that ~
~dicil is in the handwriting of [~ ~/~ 14 , ~3/~- [~
knowledge and belief.
believes the signature on the
to the best of 0/,( ~2~
Sworn to or affirmed and subscribed
~e~is ~/7'~" day of
,20~__/~/ (Signature)
~.~ ~.-~-,,'Z~.e,,~Q ~ e~' ~c.~ (Signature)-
~ ~ ' For ~ Re~ister ./
Sworn to or affirmed and subscribed
before me this __ day of
,20
(Signature)
(Signature)
For the Register
rqo.
Estateof -~~ [-(*
DECREE OF PROBATE AND GRANT OF LETTERS
,, Deceased
AND NOW
the reverse side hereof, satisfactory proof having bee~ presented before me,
IT IS DECREED that the instrument(s) dated
described therein be admitted tp probate and filed of record as the last will of
a~xd Letters I ~.~--u, ~,~.~,~'-~.
~~, in consideration of the petition on
FEES
Probate, Letters, Etc .......... $ ~-~
Short Certificates( ) .......... $ c~.~3c9
ation ................ $
~ TOTAL ,, $~- :.
..........
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
PETITION FOR PROBATE and GRANT OF LETTERS
also known as
Social Security No. d ~{ ~ ~ 0 -~ ~e~cea/~.
To:
Register of Wills for the
County of
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are ! 8 years of age or older an thcexecuw
in the last will of the above decedent, dated N~v~m--b.A
in the
named
- 7
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: ~....~/
(state relevant cirounstanccs, e,8. renunciation, death of executor, etc.)
Decendent was domiciled at death in Ci~..~..~a.~,~ ell2p[l~C~ounty, Pennsylvarfia, with
h ~ I~ last family or principal residence .at ? 6~',s _ ~1 ~I' '~ _ ._~
Decendent, then ~ ye~s ~f ~g~ di~ ~ ~ q' "~ ' ~, ~ A ~~
~ ~Except .......... as follows, de~d~nt did not m~, w~ not ~vorc~ and did not ~ve a child ~rn or adopt~
~ter ex~ution of the wiB offend_for probate; w~ not the ~im of a ~n8 and wm n~er adju~eated
incompetent:
$ I
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron.
.~'
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ~
COUNTY OF
The petitioner(s) above-named swear(s) or aft'mn(s) that the statements in the foregoing petition are
true and correct to the best of t,b~ knowledge and belief of petitioner(s) and that as personal represen-
and t~-uly administer the estate according to law.
tative(s) of the above decedent petitioner(s) will well '~~ '~~R.~,~) ,
Sworn to or affirmed and ~ub~rib~ c o~
bcfor~n¢ this ~Z-~. dg.y of.,~ : ~'
LAST WILL AND TESTAMENT
I, REBA Il. BARR, of East Drumore Township, Lancaster
County, Pennsylvania., declare this to be my Will.
ITEM I: I devise and bequeath all of my estate, real and
personal, unto my husband, RICHARD C. BARR, in fee simple and
absolutely.
ITEM II: If my husband should predecease me, thenI
devise and bequeath all of my estate in equal shares unto my daughter,
JUDITIl ELAINE~BARR) and my son, DAVID LEE BARR, and if either
leaving no issue, then to the survivor of them.
ITEM III: If any minor grandchild becomes entitled to any
part cf my estate, thensaid minor's share shall be held IN TRUST by
M. CLAIR DeLONG and MIRIAM E. DeLONG and the income and principal
applied for said child's education and support and the balance of principal
shall be paid to said child when twenty-one (21) years
remaining, if any,
of age.
ITEM IV:
I appoint my husband, RICIIARD C. BARR, to be
Executor of this my Will and if he predeceases me, then I appoint those
children of mine who are present to be Executors but if they are both out
of the Country, then I appoint M.
to be Executors in their place.
IN WITNESS WIlEREOF,
day of ~//~~~_~ 1975.
CLAIR DeLONG and MIRIAM E. DeLONG
I do set my hand and seal this
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 09/01/2004
BARR DAVID LEE
310 E ELMWOOD AVENUE
MECHAICSBURG, PA 17055-4212
RE: Estate of BARR REBA H
File Number: 2004-00529
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5 7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS, COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans, Court his/her Certification of Notice.
This filing will become delinquent on 09/14/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
WUNo._ 0o¥- oc0-'x?
To the Regis~r:
I certify that notice of (beneficlal interest) ~ required by Rule 5.6(a) of the O h ' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on ~/~?~ ~0 itt :
Addres_s
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Capacity:
Signature
Name
Address
Telephone
Personal Representative
.Counsel for personal representative
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENTS NAME CAST, FIRST, AND MIDDLE INITIAL)
(iF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[] 9. Liflgat~ I~oce~ds Rece~d []
I FILE NUMBER
INHERITANCE TAX RETURNI ~_L- 0 q
RESIDENT DECEDENT ~c~E --~---
SOCIAL S~)Rr~ NUMBER
REGISTER OF WILLS
SOCIAL 8~CURITY NUMIF-R
[] 5. Fedecal Estate Tax Reach Ra~utm(I
~ 8. Total Numbe¢ of Safe D~ooslt Boxes
~'] 11. Ek~ to tax unda' Sec. 9113(A) ¢.am~ s,~ o)
3. ~ ~ ~, ~ ~ ~ (3)
4. ~&~ ~ (~ D) (4) ~
5. ~h,~k~ & ~~p~ (5)
(~ E)
6. ~~(~ (6)
7, In~-~ Tm~ & ~s ~e ~ ~
(~m ~ ~ L)
9. F~&~(~ ~)
10. ~ ~ L~ &~(~l) (10)
13, ~ ~ ~ml ~9113 T~ an ~ m ~x ~ ~ ~ (13)
~(~J)
14. ~V~ ~toI~ 12 ~ U~ 13) (14)
15.
16. ~t~ 14~ x .0 (16)
17. ~ 14 ~ at ~ ~ x .12 (17)
18. ~nt ~ 14~,~1~ x .15 (18)
19. T~ ~ (19)
~ ~ ............................................ ~ ..........~:...~
Decedent's Complete Address:
JSTREETADDRESS
Tax Payments and Credits:
1. Tax DPa (P~Je 1 Line 19)
2. CmditgPayrnante
A. Spousal Pove~ Credit .,,
B, Prix Payments
C. Disuon~
3. Intoreut/pe~atly if app!icai~e
D. Interest
· ; ' I STATE
A+B+C) ~)
E. Penalty '--'"
Total thtore~Penalty ( O + E )
If Line 2 is grestm then Une 1 + Line 3, enter the difference. This ia ~ OVERPAYMENT.
Chenk box on Pege I Une 20 to requ~ a rdund
5. If Lthe 1 + Line 3 is grontor than Line 2, enter the differenon. Thfe is the TAX DUE,
A. Entor the intomet en the tax due.
(3)
(4)
(SA)
(SB)
B. Enter the totel of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(1) ,-~' ~'~'
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Dkl deondent make a fmansfor end: Yes No
a. retain the use or inoome of the property transkn*ed; .......................................................................................... [] [~
b, retutn the rtgN to dseignate who shall naa the property ~'ansfened or ire incorne; ............................................ J'~ ~
c. retain a reversionary interest; or .......................................................................................................................... R [~
d. receive the promise fa' life of either payrrienta, benelifs or care? ................................................................. ... [~
2. if desth oocun'ed al~,r Decembor 12, 1982, did decedent ~nefer propmty within one yesr of donth
~thout rece~ng adequate conside~aaon? .............................................................................................................. [] [~
3. Did decedent owfl en 'in trust for' or payeble upon death pank aconunt or security at his or her desth? .............. [] ~ .r
4. Did decedent own an individual Re,remit Acco~L aonu~ty, or other non-probate property which
conteins e bener .y d. naaen? ........................................................................................................................ []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE ,SCHEDULE G AND HLE IT AS PART OF THE REARM,
DATE
SIGNATURE OF PERSgI~RESPOflS~BL~ FOR FILING R~jTURN
S~RE ~ PREP~ER OTHER T~ REP~NTATNE ~TE
~D~SS
Faa dates of death on or after July I, 1994 and before January 1, 1995, the fax ate imposed on the net value of transters to or for the use of the surviving spouse is 3%
F2 ES. {9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax ate imposed on the net value of transfers to or for the use of the surviving spouse is 0% ['/2 ES. §9116 (a) (1.1) ~{.
The statute dam not exemui a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return am afl{ applicable even if
{he su r,'lving spouse is the oilly beneticisry.
For datea of death on or after July 1, 2000;
The tax rate imposed on the net value of ~nefem ~m a de~.eased child twenty-one years of age or ~unger at death to or for the use of a nalursl parent, an ad, opiNe patent,
or a stepparsnt of Ihe child is 0% F2 P.S. §9116(aX1.2)],
T .................. ,-,,. ..... ,,.a .',.ce"en"a ",,-o* bene~',iahea }s 4 5% exceut as noted ~ 72 P $ §9116 1.2) ['/2 P.S. §9116(aX1)],
The tax rate imposecl on the net value of transfers to or for tf~ ~ of~ d~t's s~E~gs I~ 12% [72 ES. {911~(a)~1.3)1. a sibling tsdef~e~, tmdm~Section 9102, es on
individual who has at least one parent in common wi~ the decedent, whether by blood or adoption.
BUREAU OF INDIVID~A~ TAKES
INHERITANCE TAX DIYIStOK -
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
REY-1547 EX AFP (03-05)
I r-'
it::::
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-04-2005
BARR
12-29-2003
21 04-0529
CUMBERLAND
101
REBA
H
DAVID LEE BARR
310 E ELMWOOD AVE
MECHANICSBURG PA 17055
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
1!t'!--Ml:"'Yf.m.m!!'U!'.'Wtm.w.!MJtArr4M.'!.ft'!.lW8Tft~~.'X'CUN4AtY.~'rt'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARR REBA H FILE NO. 21 04-0529 ACN 101 DATE 04-04-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
s. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
36.59
.00
.00
(8)
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
36.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
310.00
.00
(11)
(12)
(13)
(14)
310 00
273.41-
.00
273.41-
I~ an assessment was issued previOUSly. lines 14. 15 and/or 16. 17, 18 and 19 will
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rate (IS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TS.
NOTE:
.00 X
. DO X
. DO X
. DO X
00 =
045 =
12 =
15 =
(19)=
.00
.00
.00
.00
.00
DATE
NUMBER
+
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A '"CREDIT'" (CR). YOU HAY BE DUE -
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)~~ ~
,
,
Glenda Farner Strasbaugh
Register of Wills & Clerk of the Orphans' Court
One Courthouse Square
Carlisle, P A 17013
Dec 27, 2005
Dear Glenda,
Attached is the Status Report Under Rule 6.12.
The estate has been closed for about 1 year and all checks written have been cashed and
returned to me by the bank.
Hopefully this completes all the necessary paperwork.
Sincerely,
f2~~ ~~
David Lee Barr
(+,-,
"
\.-,t
~
q~, '~1~\
~~
~
Regis~ei' ot'V;HIs; of CUTIilb.edand COllnty
STATUS REPORT UNDER RULE 6.12
Name of Decedent: 13 0.;' J-. ~ C( b 4.. II.
f
Date of Death: I ''2/ ';:? ? / '^ 0 () 3
Estate No.: ~OO L{ - oo5~ 't
.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, staLe the following:
a. Did the personal representative file a fmal account with the Court?
Yes KI No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: /I / ~
,
c. Did the personal representative state an account informally to the parties in
interest? Yes g[ No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
~."
f)~ Ad ~~
Signature
'J)ltl/~J. J..~~ d<t I.A
Name
Date: 1"A. /~?/~ao~
, ,
? j 0 IE.. E ( m uJ<J< I fl vc..
c,-, Address mQ,ft.~:-t!.~'A:r1 Ii, (?Oo..j~<l2/';{
(.7/7) !J 9? ~2~ <J -:::?
Telephone No.
Capacity: g'l Personal Representative
o Counsel for personal representative
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/15/2005
BARR DAVID LEE
310 E ELMWOOD AVENUE
MECHAICSBURG, PA 17055-4212
RE: Estate of BARR REBA H
File Number: 2004-00529
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/29/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
I~~~~~W~
/J
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge