HomeMy WebLinkAbout04-0573 PETITION
also known as
Deceased.
social Security No. _ ! 7l'&g- $i3t~
FOR PROBATE and GRANT OF LETTERS
No.
To:
Register of Wills [or the r
County of ( ~[J~h?(/{t tit'[
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age_~or older, an the execut'b~r
in the last wilt of the above decedent, dated
and codicil(s) dated
in the
' . - ' named
,19 ac'c]
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in 6~,*g~/~//J&/got ~ (~out3ty, Pen.nsylv~.nia, with
hl~ last familyor principal residenceat Iig9 ~9~5~' ~,'ll ~aarIi (~mp/-hll,, fl4 170IL
(list street, number and muncipality)
Decendent, the~. ~ years of age, died ,,TUK/~ ioT , ~ aT/YO,~/-,
at ~Q t)/14fla
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
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:
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theron.
re, quest(s) the probate of the last will and codicil(s)
CrJt-amtntarvr
(testamentary; affministration c.t.a.; administration d.b.n.c.t.a.)
v ' ' VI 7050
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF
The etitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
~ ..... ~ ,',,~rect to the best of the knowledge and belief of p~etitioner(s) and that as person,a.l re.pre,sen-
[~t?ve"('~' ~'ii~ above decedent petitioner(s) will well and C~ ist the estate accormng to taw.
Sworn to or aff!rmed and subscribed C ~:~~ ~'
· J~'flre me this/~'~/'-~t day of-/ ~' ~
'.7 ." . .:,
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hdof, satisfactory ~roof having been~presented b. efore me,
IT IS DECREED that the instrument(s) dated. ~:t~ -,d~., ~J~z~c.~ ~.
described therein be admitted to probate and fi~ of z
record as the last will of
and Letters / ~_~~9~ ~/
are hereby granted to . . -~
~'~-'~'~/'~ ,b~0~z, in consideration of the petition on
FEES
Probate, Letters, Etc .......... $
Short Certificates( )
Re~/~c~ion ................ $ -
... TO~U ..
Fil ~. ~ ...............
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
'(:)4
No. k.'
Local Registrar
Date
144 Rev. 1/91 COMMONWEALTH OF PENNSYLVANIA ° DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
0~29-284 iSEX Isoo^L SECUR"~ "UM"ER
mNAME ~ ~iCE~ (FU~, ~. La~)
Dick
S
~u~.= ~ (M~h Day. ~) J Slate ~ F~e~n ~ntry ~ ~ ~ ~~THER:
~. 68
m Cl~. ~ ~P ~ ~ATH IFAC&I~ NAME (If ~ ~nst;tub~, ~vo s~t am nm~l I
/ ~ I . im~ ~,~c~.
~HCumberland [./ ~--t Pennsboro im- 1180 Oyster Mill Roao
,,~ef:riqeration/AC ,,b. State Gev' t 12. I'" (~12) Uqk 0.,~. ..
~CE~"S ~L~ ADDRESS (Str~. Cdy~n. State. Zip C~)
1180 Oyster M±ll Rd.
,,.Camp Hill, Pa
Divorced
,~.~..~ East Pennsboro
MOTHER'S NAME (Fro'St, Middle, M~en Suriname)
Howard Barnhart ~0 Mabel McNeal
[IN~OR~T'S ~lkl~ ADDRESS (~. C~y~, ~te. Z~ C~)
'"F~r'S~E~aig Barnhart 1~6212 Wallin~ford Way, Mech, Pa 17050
IP~E ~ ~Sffi~TION - Name ~ C:m:~:~, Cremt~ I k~l~ - C~y~, St~e, Zip ~
~ 2lb. June 14, 2004 ,~: Evans Eagle Crematio ,,d Leola, Pa
~psEm~N AcT~ sucM uc~Ns~ Nu~m NAm~ AND ~O~mSS OF FAOU~ ~ -- --
~ I,,,F.D,011897-L l,,:$ulllvan FH. 51 N. EnoAa or. ~no
~TJM~ ~ DEATH ~ ~D~E P~NOUNCED ~AD (Momh. ~y. ~0 I~S C~ HLf Lri~[D ~ ME~~E~ER? ~
Carcinoma of Luna {
~I~CAU~ I ~ . ~1 I I y~ U NO~ I
) Natural~ " ..... I I I I
No ~ I I p~E OF I~URY -At ~me. farm, sucre, fame. o~e IL~ (Sl'~t, C~. S~te~
cmf~x~o
RE2 ~A R L~tC. tC. tC. tC. tC. tC.t~ U~R E ANd NUMBER
LICENS~UMBER IDATE SIGNED (Mo~th, Day, Yea~)
13~ June 12, 2004
~IAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DE/GrH
Item27)TypeorPrint Michael L. Norris~ Coroner
637.5 Basehore Road, Suite ~].
Mechanicsbur§, ?a. 170_50
3A'I' E FILED (MooCh, Day. Year)
LAST WILL OF DICK S. BAMNMART
I, DICK S. BARNHART, of the Township of East Pennsboro, County of
Cumberland, State of Pennsylvania, being in good bodily health and of sound
and disposing mind and memory and not acting under duress, menace, fraud, or
undue influence of any person whomsoever, merely calling to mind the frailty
of human life, and being desirous of disposing of my worldly goods while I
have the strength and capacity so to do, I do make, publish and declare this
my LAST WILL and TESTAMENT. I hereby revoke, cancel and annul all my former
Wills and Testaments, including codicils thereto, by me at any time made, and
declare this alone to be my LAST WILL and TESTAMENT.
AS TO SUCH ESTATE AS IT HAS PLEASED GOD TO ENTRUST ME WITH IN
THIS LIFE, I DISPOSE OF THE SAME AS FOLLOWS, VIZ:
ITEM l: I direct that my executors hereinafter named pay and
discharge all of my just debts~ funeral and testamentary expenses.
I. TEM 2: I order and direct that I buried in a lot which I own
situate at the Blue Ridge Memorial Cemetery, Harrisburg, Pennsylvania.
ITEM 3: All the rest, residue and remainder of my entire estate,
wheresoever situate, and whatsoever it may consist of, I give, devise and
bequeath, absolutely, and in fee, to my dearly beloved children, share and
share alike, per stirpes.
ITEM 4: I nominate and appoint CRAIG BARNHART as Executor of
this my Last Will. Should the Executor named fail to qualify or cease to
act as Executor, then I appoint TYE M. BARNWANT as Executor in his stead.
ITEM ~: I direct that my personal represtatives, as well as
their successors, shall not be required to give bond for the faithful per-
formance of their duties in any jurisdiction.
DICK S. BARNHART
C 0MMONWEALTH OF PENNSYLVANIA )
) ss
COUNTY OF CUMBERLAND )
I, DICK S. BARNHART, Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified according to
law, do hereby acknowledge that I signed and executed the instrument as my
Last Will; that I signed it willingly; and that I signed it as my free and
voluntary act for the purpose therein expressed.
Sworn and affirmed to and aC~before me by DICK S. BARNHART,
the Testator, this ~ day of , 198~.
(,., :_: m i.-. ,~m Twp.)
PA. ~
Notary Public ~
My Commission Expires:
The preceding instrument consisting of this and One (1) other
typewritten page, each identified by the signature of the Testator was on the
date thereof signed and published and declared by DICK S. BARNHART, the
Testator therein named as and for this, his Last Will and Testament, in our
presence of each other, have hereunto subscribed our names as witness.
~siding at
l07 St. John's Church Road
Suite ~2
Camp Hill~ PA 17011
Residing at
3901 Market Street
Camp,. HLI1;; PA 17011
-2-
JAHES M. ~AC~I
ATTORNEY AND
COUNSELOR AT LAW
I07 IT. J4DHN'S
CHURCH RD.
SUITE ,~ 2
CAMP HILL. ;aA. 17011
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS
c om~Y OF cm~L~rO )
WE, JAMES M. BACH and L. ISA MARIE COYNE ,
the witnesses whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we were present
and saw the Testator/Testatrix sign and execute the instrument as his/her
Last Will; that he/she signed 'willingly and that he/she executed it as his/
her free and voluntary act for the purpose thereiu expressed; that each of
us in the hearing and sight of the Testator/Testatrix signed the Will as
witnesses; and that to the best of our knowledge the Testator/Testatrix was
at that time 18 or more years of age, of sound mind and under no constraint
o r undue influence.
Sworn or affirmed to and subscribed to before me by
~~____, 19 84.
Notary Public
My Commission Expires: ~_~ ~ (~/ / ~ -
withes, t~s ~ Z~ay of
Cumberland County _ Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 09/01/2004
BARNHART CRAIG
6212 WALLINGFORD WAY
MECHA/~ICSBURG, PA 17050
RE: EState of BARNHART DICK S
File Number: 2004-00573
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. i, 1992, the personal representative or his
Counsel, within ten (10) days ~fter glv~n~ 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 09/27/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
rphans Court
JRD/June 30, 1992/17858
OC]' 0 6 2004
In Re: Estate of Dick S Roberts
Late of East Pennsboro Township
Estate No.: 21-03-573
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2004-573
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Craig Barnhart
Counsel for Personal Representative:
Date of Grant of Original Letters: 06-17-2004
Date of Delinquency Notice: 09-27-2004
The undersigned, Glenda Famer-Strasbaugh, Clerk of the Orphans' Court, in accordance
with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule
5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e),
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on
September 27, 2004, and that the ten (10) day notice to file the certification has expired.
Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency
and the undersigned requests that a Court conduct a hearing to determine whether sanctions
should be imposed upon the delinquent personal representative or counsel for the delinquent
personal representative.
Date: 10-05-2004
(~len~t)/a~n~r Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for at in Courtroom No. 3. If the Certification of Notice is
filed prior to the hearing date, the hearing will automatically/~,/~.~-
Oeor~ ~;r~, ~.J.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
DateofDeath: ~-~o, rx.¢,_. I ~" ,I ~ OO q
Will No. ..~, o o ~ -
To the Register:
Admin. No.
I certify that notice of (beneficial interest) ~ required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on ,J-~,-~ e_ 3 0t 7~ *, ¢ ~11...
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Capacity:. Personal Representative
_ Counsel for personal representative
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
218
2/15/2005
DICX S. BARNHART
21-04-0573
CRAIG BARNHART
6212 WALLINGFORD WAY
JA
MEGIANIC5BURG, PA 17050
Qty
1
1
Fee Description
INHERITANCE TAX
Fee
Additional Probate
15.00
140.00
Total
$15.00
$140.00
Total:
$155.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT,280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96}
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BARNHART CRAIG
6212 WALLINGFORD WAY
MECHANICSBURG, PA 17050
_u_____ fold
ESTATE INFORMATION: SSN: 171-28-5136
FILE NUMBER: 2104-0573
DECEDENT NAME: BARNHART DICK S
DATE OF PAYMENT: 02/15/2005
POSTMARK DATE: 02/14/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 06/12/2004
NO. CD 004949
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,086.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK#1027
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$2,086.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-1500EX(6-OO) REV-1500 OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601 RESIDENT DECEDENT '2-.L-~~ .Q ~~-
HARRISBURG, PA 17128-0601 COLMY CODE YEAR .....BER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
!E Dick S. Barnhart Estate 171-28-5136
W DATE OF DEATH (MM-DD- YEAR) DATE OF BIRTH (MM-DD- YEAR) TliIS RETURN MUST BE FILED IN llUPUCATE VvlTli THE
C
W 06/12/2004 03-12-1936 REGISTER OF WILLS
0
~ (IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INrrlAL) SOCIAL SECURITY NUMBER
N/A
w lliI 1. OriginalRelum D 2. Supplemental Retum o 3. RemainderRetum(dateofdeathpl'iorto12-13-B2)
""
,,"en D 4. Umited Estate D 4a. Future Interest Compromise (date of death alter 12-12-82) D 5. Federal Estate Tax Retum Required
oil:"
wag lliI 6. Decedent Died Testate (Attach copy of w~ D 7. Decedent Maintained a Uving Trust (Attachcopy of Trust) ~ B. Telal Number of Sale Depos' Boxes
J:l~
o '"
<( D 9. Litigation Proceeds Received 010. SpoosalPoverlyCredit(dateofdeathbetween12-31-91an:l1-1-95) D 11. E1ectiontotaxunderSee.9113(A)("""'S<hOI
I- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlDENTIAL TAX INFORMATION SHOULD BEPlRECTED TO:
z NAME COMPLETE MAIUNG ADDRESS
~ Craia Barnhart Craig Barnhart
en FIRM NAME ~f AJll<-1 6212 Wallingford Way
w
0: Mechanicsburg, PA 17050
0: TELEPHONE NUMBER
0
0 717-761-6864
1. Real Estate (Schedule A) (1) 70,000 OFFICIAL I:J~E ONLY
; ,
2. Stocks and Bonds (Schedule B) (2) )
,
3. CioseIyH~dCorporalion,_iporSol..Prop!i_ip (3) ,
,
" , ,
4. Mortgages & Noles Receivable (Schedule D) (4) I J
5. Castl, Sri IleposiIs & Miscelia1eous Personal Properly (5) 16,968 J
(Schedule E) "
~ 6. J~ntly OWned Properly (Schedule F) (6) . , ~ )
.,
D Sepnte Billing Requested [',)
C')
:) 7. Inter-Vivos TIMsters & MisoeIllIlIlOUs Non-ProbaIe Propel1y (7)
I (Schedule G or L)
B. Total Gross Assels (tcIaI Unes 1 - 7) (B) 86,968
9. Fu....1 Expenses &AdministratNe Costs (Schedule H) (9) 3,271
10. Debts of Decedent, Mortgage Uabil,ies, & Liens (Schedule Q (10) 37,332
11. Total Deductioos(total Unes9& 10) (11) 40,603
12. NotValueof_(UneBminusUnel1) (12) 46,365
13. Chailable and Governmental Bequests/See 9113 Trusts forv.11ich an _ion to tax has not been (13)
made (Schedule J)
14. Not ValueSlj,jecl to Tax(Une 12 minus Une 13) (14) 46,365
SEE INSl1lUC11ONS FOR APPUCABLE RATES
~ 15. Amoont of Une 14 taxable at the spousal tax
I rate, or transfers LYKIer See. 9116(a)(1.2) X .0_ (15)
16. AmountdUne 14 taxable at lineal rate 46,365x.o45 (16) 2,086
17. Amoont of Une 14 taxable at sibling rate X .12 (17)
lB. Amoont of Une 14 taxable atoollateral rate X .15 (IB)
0
~ 19. Tax Due (19) 2,086
20. D I CHECK HERE IF YOU ARE; REQUESTING A REFUND 01' AN QllERPAYMENTI
N . 1-\ ,'? - l)
> > BE SURE TO ANSWER AU. QUES'IlONS ON REVJ;RSE SIDE AND RECHECK MATH < <
STF PA42021 F,1
:r
Decedent's Complete Address:
STREET ADDRESS 1180 Oyster Mill Road
CITY Camp Hill
I STATE PA
pp 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
2,086
Total Credns (A + 8 + C) (2)
3. Interest/Penalty il applicable
D. Interest
E. Pena~y
Total Interest/Penalty (D + E) (3)
4. II Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. II Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
o
2,086
A. Enter the interest on the tax due.
(5A)
B. Enter the total 01 Line 5 + 5A This is the BAlANCE DUE. (58)
Make Check Payable to: REGISTER OF WJLLS, AGENT
2,086
PLEASE ANS'M:R THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a Il1Ilsfef and: Yes No
a. retain the use or income 01 the property transferJed; ................................... .... D I1iI
b. retain the right to designate who shall use the property transferred or ns income; . . . . . . . . . . . . . . . . . .. D I1iI
c. retain a reversion3IY interest; or ....................................................... D I1iI
d. receive the promise for life 01 either payments, benefits or care? ............................... D I1iI
2. II death occurred after December 12, 1982, did decedent Iransfer property within one year 01 death
withoutreceivingadequateconsideration?... ........................................... .. D I1iI
3. Did decedent own an 1n lrust fo( or payable upon death bank account or security at his or her death? . . . .. D 5a
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
conlainsabeneficiarydesignation? .......... .....................................IX] D
IF THE ANSWER TO AI<< OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties cI peljury, I decl.... that I have """ined this reloo1, induding accompanying schedules and statements, and to the best cI my knowledge and belief, ~ is true, correct
and COf11llele.
Declaration of her ttm the . e is based on air information of which s-er has an knoNIed e.
SIGNATU ~ RSON R PO LE FOR FI G RETURN DATE
Z ,2- ZOQ
11 L ct.#-" . (0 Sj,Vf'
E ENTATIVE
'fA /70S'o
DATE
Februar 2 2005
ADDRE S
10480 Little Patuxent Pkwy, #300 Columbia, MD 21044
For dates 01 death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value 01 transfers to or for the use ofthe surviving spouse is 3%
(72 P.S. ~9116 (a) (1.1) (i)].
For dates 01 death on or after January 1,1995, the tax rate imposed on the net value 01 transfers to or for the use 01 the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exern~t a transfer 10 a surviving spouse from tax and the statutory requirements lor disclosure 01 assets and filing a tax retum are still applicable even
W the surviving spouse is 1 e only beneficiary.
For dates 01 death on or after Juty 1, 2000:
The tax rate imposed on the net value 01 transfers from a deceased child twenty-one years 01 age or younger at death to or for the use 01 a natural parent, an adoptive
parent, or a stepparent 01 the child is 0% 172 P.S. ~9116(a)(1.2)].
The tax rale imposed on the net value 01 transfers to orforthe use 01 the decedert's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) (72 P.S. ~9116(a)(1)1.
The tax rate imposed on the net value 01 transfers 10 or for the use 01 the decedent's siblings is 12% (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, whether by blood or adoption.
STf PA42021 F.2
REV-1502 EX + (1-97) (I)
COMMOtMEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Dick S. Barnhart Estate
All real property owned solely or as a tenant in common must be reported alfairmar1u!l value. Fair ma1<etvalue is defined as the price at which propertywou~ be exchanged between a
willing buyer a'ld a willing seller, neffi1er b~ng compelled to buy or setl, both having reasonable kl1CNlledge of the "'evanl facts. Real property which is jointty-owned with ri~ of
survivorship
must be disclosed on Schedule F.
ITEM
NUMBER
FILE NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
House and adjoining lot: 1180 and 1182 Oyster Mill
Road, Camp Hill, PA 17011; Cumberland County
70,000
TOTAL (Also enter on line 1. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
70,000
STFPA42021F,3
REV-1503 EX + (1-97) (I)
COMMONVvEAlTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Dick S. Barnhart Estate
FILE NUMBER
All property jointly-owned with the right 01 survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1. None
TOTAL (Also enter on line 2. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
STF PA42021 F4
REV-1504 EX -+- (1-97) (I)
COMMO~TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP or SOLE-PROPRlETORSHIP
ESTAlE OF
Dick S. Barnhart Estate
FILE NUMBER
Schedule C-1 or C-2 (Including all supporting infCllTlatioo) must be attached for each dosely-held corporation/partnership interest of the decedent, other th1l1 a sole-proprietorship.
See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. None
TOTAl (Also enter on line 3, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
STFPA42021F.5
REV-1505 EX + (1-97) (I)
COMMON'MAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C-1
CLOSELY-HELD CORPORATE
STOCK INFORMATION REPORT
ESTATE OF
Dick S. Barnhart Estate
FILE NUMBER
City
2. Federal Employer 1.0. Number
3. Type of Business
State of Incorporation
Date of Incorporation
Total Number of Shareholders
Business Reporting Year
1. Name of Corporation
Address
State
Zip Code
ProducUSelVice
4.
TYPE TOTAL NUMBER OF NUMBER OF SHARES VALUE OF THE
STOCK Voting I Non-Voting SHARES OUTSTANDING PAR VALUE OWNED BY THE DECEDENT DECEDENT'S STOCK
Common $
Preferred $
Provide all nghts and restnctions pertaining to each dass of stock.
5. Was the decedent employed by the Corporalion? DYes ONo
If yes, Position Annual Sala'Y $
6. Was the Corporation indebted to the decedent? 0 Yes 0 No
If yes, provide amount of indebtedness $
7. Was there life insurance payable to the corporation upon the death of the decedent? 0 Yes 0 No
If yes, Cash Surrender Value $ Net proceeds payable $
Owner of the policy
lime Devoted to Business
8. Did the decedent sell or transfer stock of this company within one year prior to death or within two yealS if the date of death was prior to 12-31-82?
DYes 0 No If yes, 0 T ransler 0 Sale Number of Shares
Transferee or Purchaser
Attach . sepil'ale sheet for addnion~ trlllSf... andlCl< sales.
Consideration $
Date
9. Was there a written shareholder's agreement in etfect at the time of the decedent's death?
If yes, provide a copy of the agreement.
10. Was the decedent's stock sold? DYes ONo
If yes, provide a copy of the agreement of sale, etc.
11. Was the corporation dissolved or liquidated after the decedent's death? 0 Yes 0 No
If yes, provide a breakdown of distributions received by the estate, induding dates and amounts received.
DYes ONo
12. Did the corporalion have an interest in other corporations or partnerships?
DYes ONo
If yes, report the necessa'Y information on a separale sheet, including a Sdhedule C-l or C-2 for each interest.
THE FOLLOWING iNFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE
A. Detailed calculations used in the valuation of the decedent's stock.
8. Complete copies of financial statements or Federal Corporate Income Tax retums (Form 1120) for the year of death and 4. preceding yealS.
C. If the corporation owned real estate, submit a list showing the complete address/es and estimated fair mart<et value/s. If real estate appraisals have been
secured, attach copies.
D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent.
E. List of officers, their salanes, bonuses and any other benefits received from the corporation.
F. Statement of dividends paid each year. List those declared and unpaid.
G. Any other information relating to the valuation of the decedent's stock.
STF PA42021 f.S
REV-1506 EX + (1-97) (I)
COMMONIMAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C-2
PARTNERSHIP
INFORMATION REPORT
ESTATE OF
Dick S. Barnhart Estate
FILE NUMBER
1. Name of Partnership
Address
City
2. Federal Employer 1.0. Number
3. Type 01 Business
Date Business Commenced
Business Reporting Year
State
Zip Code
ProducUService
4. Decedent was a 0 General 0 Limited partner. If decedent was a limited partner, provide initial investment $
5.
PERCENT OF PERCENT OF BAIJ\NCE OF
PARTNER NAME INCOME OWNERSHIP CAPITAL ACCOUNT
A.
B
C.
D.
6. Value 01 the decedent's interest $
7. Was the Partnership indebted to the decedent? DYes DNa
II yes, provide amount 01 indebtedness $
8. Was there life insurance payable to the partnership upon the death 01 the decedent? 0 Yes 0 No
II yes, Cash Surrender Value $ Net proceeds payable $
Owner 01 the policy
9. Did the decedent sellar transfer an interest in this partnership within one year prior to death or within two years ilthe date 01 death was prior to 12-31-82?
DYes 0 No II yes, 0 Transfer 0 Sale Percentage transferred/sold
Transferee or Purchaser Consideration $ Date
Attach a sepa:ale sheet for addilionallnl1sfers lOlli/or sales.
10. Was there a written partnership agreement in e1Iect at the time 01 the decedent's death? DYes DNa
II yes, provide a copy 01 the agreement.
1t. Was the decedent's partnership interest sold? 0 Yes 0 No
II yes, provide a copy 01 the agreement 01 sale, etc.
12. Was the partnership dissolved or liquidated after the decedent's death? 0 Yes 0 No
II yes, provide a breakdown 01 distributions received by the estate, including dates and amounts received.
13. Was the decedent related to any 01 the partners? DYes DNa II yes, explain
14. Did the partnership have an interest in other col]lorations or partnerships?
DYes
DNa
II yes, report the necessal)' intonnation on a separate sheet, including a Schedule C-l or C-2 tor each interest.
THE FOIJ..OWINGINFQRMATION filQST BE SUBMmEQWltHTHIS SCftEtlUL.E
A. Detailed calculations used in the valuation 01 the decedent's partnership interest.
B Complete copies 01 financial statements or Federal Partnership Income Tax retums (Fonn 1065) tor the year 01 death and 4 preceding years.
C. II the partnership owned real estate, submit a list showing the complete address/es and estimated fair mar1<et value/s. II real estate appraisals have been
secured, attach copies.
D. Any other intonnation relating 10 the valuation 01 the decedent's partnership interest.
STFPA42021F7
REV-1507 EX + (1-97) (I)
COMMON'MALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
Dick S. Barnhart Estate
FILE NUMBER
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1. None
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insen additional sheets of the same size)
SlFPA42021F.8
REV-1508 EX + (1-97) (I)
COM~lTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Dick S. Barnhart Estate
FILE NUMBER
OlcIude the proceeds of "Igatl"" and the date the proceeds were _vell 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. Personal Bank Account 3,068
2. 1955 Chevrolet 13,700
3. Clothes/furnishings/personal items 200
TOTAL (Also enter on line 5. Recapitulation) $
(If more space IS needed. insert additional sheets of the same size)
16,968
STFPA42021F.9
REV-1509 EX + (1-97) (I)
COMMONV'lEAlTH Of PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY -OWNED PROPERTY
ESTATE OF
Dick S. Barnhart Estate
FILE NUMBER
II an asset was made joint within one year of the _. _ 01 death, n must be reported on Schedule G.
SURVMNG JOINT TENANT(S) NAME
ADDRESS
RElATIONSHIP TO DECEDENT
A. None
B
c.
JOINTLY-OWNED PROPERTY:
LEmR DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
rTEM FOR JOINT MADE IrdJde name of filllroal instib.tion and bark accolJ1t rurtJer or similar idemfyirg fUI1ber. DATE OF DEATH DEeD'S VALUE OF
NUMBER TENANT JOINT Altach deed forjoinlt1-1la1d real estate. \/AlUE OF ASSET INTEREST DECEDENTS INTEREST
1. A.
TOTAl (Also enter on line 6, Recapitulation) $
(II more space is needed, insert additional sheets 01 the same size)
SIT PA42021 F.1 0
REV-1510 EX + (1-97) (I)
COMMOtM'EALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Dick S. Barnhart Estate
FILE NUMBER
This schedule must be completed a1d filed" the answer to MY ri ques1ions 1 through 4 on the reverse side ri the REV-I500 COVER SHEET is yes.
DESCRIPTKlN OF PROPERTY %OF
ITEM IM::LlDE TIE NMfE OF TIE TRANSFEREE, TI-EJR RELATlONSHP TO DECEDENT At{) TI-E DATE DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
NUMBER OF TR.AnSFER_ ATTACH A COPY OF TI-E DEED FOR REAl.. ESTATE VALUE OF ASSET INTEREST OFAPPUCABlE)
1. PA State Employee Retirement Acct 7,791 100 7,791 0
TOTAL (Also enter on line 7, Recap~ulalion) $ 0
(If more space is needed, insert additional sheets of the same size)
STF PA42021 F 11
REV-1511 EX + (1-97) (I)
COMMONVvEAlTli OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Dick S. Barnhart Estate
FilE NUMBER
lJebIs of _ must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1- Funeral Home Fee 1,924
2 . Wake 695
B. ADMINISTRATIVE COSTS:
1- Personal Representative's Commissions
NlITlO cI Perscm Representalive(s)
Soci~ SecorilyNOOlber(S) fEIN NOOlbefcl Personal Representalive(s)
Street Address
City State Zip
YO!I(s) Commissioo Paid:
2. AIloo1eyFees 50
3. Family Exemptioo: (W decedent's address is not the SlI110 as d~mant's, _e",lanatioo)
Claimart
Street Address
City State Zip
R~atiooship of CI~mant to Deoadent
4. Probate Fees
5. Accoontants Fees
6. Tax Return Preparer's Fees 450
7. Notices 15
8. Certificates 112
9. Bank fee 25
TOTAl (Also enter on line 9, Recapitulation) $ 3 271
..
(If more space IS needed, Insert additional sheets oflhe same SlZll)
STFPA42021F,12
REV-1512 EX + (1-97) (I)
COMMONlA9J.TH Of PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Dick S. Barnhart Estate
FILE NUMBER
Include ""reimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
27,603
80
43
245
21
9,340
1. Mortgage- Waypoint Bank
2. Utilities Bill
3. Phone Bill
4. PPL Bill
5. VA Bill
6. Cumberland Redevelopment Authority
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
37,332
STFPA42021F.13
REV-1513 EX + (9-00)
COMMON\o\€AlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Dick S. Barnhart Estate
FilE NUMBER
RELATIONSHIP TO DECEDENT
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s)
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (al (1.2)1
Craig Barnhart
1. 6212 Wallingford Way
Mechanicsburg, PA 17050 son
2. Tye M. Barnhart
146 Knoll Drive
Collegeville, PA 19426 son
AMOUNT OR SHARE
OF ESTATE
50%
50%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, 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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAl OF PART It - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheels of the same size)
STFPA42021F.14
I"
REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2004- 00573 PA No. 21.04.0573
Es ta te Of; BARNHART DICK S
fiB". '1/.1. MlddkJ
Late Of:
EAST PENNSBORO TOWNSHIP
~/lttADeDI ~ AIM ,...", tA.T'V
""""''''~'''''II_''''Y_ "-'"'-'VI. I ,
Deceased
Social Security No: 171-28-5136
WHEREAS, on the 17th day of June 2004 an instrument dated
September 6th 1984 was admitted to probate as the last will of
BARNHART DICK S
(Lut. Fitn. MlddMI
late of EAST PENNSBORO TOWNSHIP, CUMBERLAND County,
who died on the 12th day of June 2004 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
BARNHART CRAIG
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 17th day of June 2004.
~-:J/d~ ~]'Z!/~/"~~/)~.L.
/ eglSter of s
.~ {c..//(JV~.L.-.:y
~"!':'NDTE** ALL ;ViSJ.~1ES ABOvE APPEAR (LAS'l", jt'J..J<S'l', MIDDLE)
,
"
LAST WILL OF j)J.(;Jl.. .:>.
;u.n....~~_
I, nICK S. 1l1...'ll'!"~l!.'1', of the 'l'owship of East Penneboro, County of
Cumberland, State of PennsYlvania, being in good bodily health and of sound
and disposing mind and memory and not acting under duress, menace, fraud, or
undue influenoe or ~l;;; p~rg')!, vhomsoever, merely calling to mind the frailty
of human life, and being de a lr')11101 of disposing of my worldly goods while I
have the strength and oapacity so to do, I do make, publish and deolare this
my LAST WILL and TESTA.u.&.."klT, t hereby revoke, oancel and annul all my former
Wills and Testa.rnants, including oodieUs thereto, by me at any time made, mu
declare this alone to be my LAST WILL and TES'fAMElNT.
AS TO ::mCR ESTATE AS IT lIAS PLEASED con TO EliTf{lJST ME WITH IN
THIS LIFE, I DISPOSE OF THE SAME AS FOLril\fS, VIZ:
ITEM 1: I direct that my executors hereinafter named pa,y and
discharge all vf ~ j1.1.!'t, debts, funeral and testamentary expenses.
ITEM 2: I order and direot that r buried in a lot whlCh I vw..
situate at the :Blue Ridge Memorial Cemetery, Harrisburg, Pennsylvania.
ITEM: 3: Al' the rest, residue and TIlmainder of my entire esta~
wheresoever eituate, and whatsoever it ~ oonsist of, I give, devise ~d
be'lueath, absolutely, and in fee, to my dearly beloved ohildren, share and
share alike, ~~r Gti~A~.
ITEM 4: I nominate and appoint ORAIG llAIlNHART as l!lx:ecuwL or
th1s my Laet Will. Should the Executor named fail to qualify or cease to
aot as Execu1.U:L, th~n T appoint TIE N.1lABlIHAR'l' as Executor in his stead.
ITIiM ~: I dire"t that my personal reprelltativea, aa well....
their successors, ahall no'!; be required to give bond for the faithful pel'-
fOl.'lllall.oe of ;,h"ir dut1AS in any jurisdiotion.
~J A'
_" ' . 7
.,:t ( ~_ ~<4'-/...-..A
nICK S. 1l.ARNHAR'l?
I
oOl'lM019WEAL~ OF hJlINSnV!NI.! ~
o OUIITY OF GUMBE:IlLAND ~
gg
,
I, DICK S. :BA1l1mART, Testator, whose name is signed to the
a ttached or foregoing instTwnent, he;ving been duly qualified aooording to
lRw. t1n "H::s~hv Anlrnn""~nD'P +''h~+' T Ai.cm~f1 ~_,.,n PYQl"m+":ul +.hp ;nli:d:""'lm~+' :III:' mv
___..~ __ --____... -.---------v- _w____ - .--__--- ---- ---------- ---- --- ------- -- ..".
Last Will; that I signed it willingly; and that I signed it as my- f:ree and
voluntary act fo:r the purpose therein expressed.
Sworn and afJ}rmed to and aO~~dged before me by DICK S.
the 'festator, this da;y of - ~ ,1984.
V
BARNHART,
,~~J;-~
Notary Public /1-
Mv Commission Elcnires, \J.o _ _ II..IS
- - I - - -- . - .
The preoeding instrwnent oonsisting of this and One (1) other
typewritten page, each identified by the signature of the Testator was on the
date thereof signed and published and deolared by DICK S. llARNHART, the
Testator therein named as and for this, his Last Will and Teetament, in our
presence of each other, have hereunto subscribed our names as witness.
1~:!_,\:t;".T H. (:'()~iN.f!;
l1'''I'': !~.~y pttlt,.t\C
;~'..;'t'1 //,f~:!':"~ ~;I. (l~>~mpJ,~n 1,,/1'_1
f>\t/,;' : Htl., P/\. 1701 t V
",'IY CC:;~'1"ih~->n lx!\ir~~ JUliO 2tl~ 19:-;
~~4/~c -
/':/ Residing at
~.
107 St. John's Church .Baad
Sui te #2-
CaIIlD Hill. PA 17011
['i~-A. 7JZ'<:Jr~
{l
~~,
II
v
ReeidiJag 3t
~901 Market Street
CaIJR)BjU1. FA 17011
-2-
. .-- . ;~:'''~,' ",: '''-r.:' :'-";:"', -"-';',;,:,
,;?-~~, Y~~.'f:'~:i<X\~:~-~__;
AFFIDAVIT
COMMO!!W'F.AI1I'!l: OF PENNSYLVANIA
)
1
ss
COUNTY OF CUMBERLAND
WE,
JAMES M. BACH
and LISA HARIE COYNE
,
the witnesses whose names a:ra signed to 'W.l.'=' attaclwd. C~ :ro~~e";,ng instrument,
being duJ.y 'l.ualified according to law, do depose and say that we were present
and saw thc Testatorftestatrix s~ and execute the instrument as his/her
La.st Will; that he/she signea.willingl"y .w.d tl-.c..t hc/sh~ ~YA""ted it as his/
her free azzd voluntary act for -the purpose thereiIl. expressed; tha.t each of
us in the hearing and sight of the Testator,/Testatrix signed the Will as
witnesses; and that to the best 01" 0= knowl...Ig,;; t.o';,;; Tc::hto:!"fip""t~tri:x: was
,
at that t:iJlle 18 or more years of age, of sound mind and UDder no constraint
or undu.e influence.
Sworn or affirmed to and subscribed to before me by
~ A1I'!.. / ;;to Ua' /?
~/- 1It;t"~d -. /VU" .-er<'
~dW~S, this ~ ~a.y of "f~ ,19Jlli..
V
~~~ '~r~~
Notary Publio
My Comission Expires: ~ :J ", I '7cr
v
~ r ~"). (~f.J rx,rn
" ~ ' ~.- l j ~ ,.. 1 \'~
" -.-' ':'~f"Or":~Jt lwp"l
.'/e-,'l,
; " !f' 'f
Jo
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SHORT CERTIFICATE
I,
GLENDA FARNER STRASBAUGH
Register for the Probate of wills and Granting
Letters of Administration in and for
CUMBERLAND County, do hereby certify that on
the 17th day of June, Two Thousand and Four,
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
, late of EAST PENNSBORO TOWNSHIP
estate of BARNHART DICK S
(Last, First, Middle)
in said county, deceased, to BARNHART CRAIG
(Last, First, Middle)
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the
seal of said office at CARLISLE, PENNSYLVANIA, this 8th day of July
Two Thousand and Four.
File No. 2004-00573
PA File No. 21-04-0573
Da te of Dea th 6/12/2004
S.S. # 171-28-5136
.Y.\~..!."""~",,, ,~'<t f~
Register IS.
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
BUREAU OF INDIVIDUAI,.,T~"
IHlERITANCE TAX DIVISION ' -P,
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDTICE OF INHERITANCE TAX
~,APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
I OF DEDUCTIDNS AND ASSES~ENT OF TAX
2()!lmrr 20 Pi) 12: 42
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
CRAIG BA~~~iJI/~~~'~/~9!~RT~,
6212 WALii:t1WFORD WAYq i",\
MECHANICSBURG PA 17050
05-16-2005
BARNHART
06-12-2004
21 04-0573
CUMBERLAND
101
AltOunt R...ltied
*'
REV-1547 EX AFP (03-05)
DICK
S
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 ...
1UV-"MI:,."tt.\W.m~'lI!1.'Ml1tm.tII!'.!rMtA'rfJlMM.m.lwnTftflW1':.'rCtWJlMM.llrr.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARNHART DICK S FILE NO. 21 04-0573 ACN 101 DATE 05-16-2005
TAX RETURN WAS: (X I ACCEPTED AS FILED
I CHANGED
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. A~nt of Line 14 at Spousal rat. (15)
16. A.aunt of Line 14 taxable at lineallClass A rate (16)
17. A.O\n"tt of Line 1'1 .t Sibling rat. (17)
18. AMount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hortga".s/Not.s Receivable (Schedule DJ
5. Cash/Sank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule FI
7. Trsnsfers (Schedule S)
8. Total Assets
III
(21
(31
(~I
(51
(61
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total DlKIuctlons
12. Net Value of Tax Return
13. Charitable/Governnental Sequestsi Non-elected 9113 Trusts (Schedule J)
14. Net V.lu8 of Estate Subject to Tax
(91
1101
NOTE:
70,000.00
.00
.00
.00
16.968.00
.00
.00
(BI
3,271. 00
37.332.00
(111
1121
1131
(1~1
.00 X
46,365.00 X
.00 X
.00 X
NOTE: To insure proper
credit to your account,
suIHIi t the upper portion
of this form with your
t.x paYlHH'tt.
86,968.00
40.603 nn
46,365.00
.00
46,365.00
00 =
045 =
12 =
15 =
.00
2,086.00
.00
.00
2,086.00
1191=
TAX CR .
r. II ,., AHDUNT PAID
DATE NUttBER INTEREST/PEN PAID (-I
02-14-2005 CD004949 .00 2,086.00
TOTAL TAX CREDIT 2,086.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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 TDTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU IlAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: fJ/ck 1.5- fJr)/f)/;Oif;-
Date ofDeath: (PI / a / cl 00 tJ
Estate No.: ;) Dr) (/- [)O 5 7..5
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,~ether administration of the estate is complete:
Yes i' 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, state the following:
a. Did the person~epresentative file a final account with the Court?
Yes ONe W
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
Date:
c. Did the person~a representative state an account informally to the parties in
interest? Yes No 0 .
\.
c. Copies of receipts, releases, joinders and approval of fonnal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. ~. f',. .
5/~/00 ?"LS- ~
Signature /
C.~J A?v-n Lc:rf
Name /
(pel /rJ 1/10// /.?rd Wt/f,(fJ ftlC(/7/lII/C"obv,(J/;
Adilie~ . '7
I /'6 SO
( 7 /7) '7 (j {- @g& lJ
*
Telephone No.
z.... t
L : I
d t. - }:~;,\ ~;l~DZ
Capacity: M,personal Representative
o Counsel for personal representative
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
BARNHART CRAIG
6212 WALLINGFORD WAY
MECHANICSBURG, PA 17050
RE: Estate of BARNHART DICK S
File Number: 2004-00573
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 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:
6/12/2006
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Gl~r=r~
Clerk of the Orphans' Court
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