The URL can be used to link to this page

Home My WebLink About04-0199 - COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE ()/-/- /99 BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1712B-060 1 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003614 BARSKI RENATA 6401 94TH AVE SEABROOK, MD 20706 ACN ASSESSMENT AMOUNT CONTROL NUMBER ___u___ fold ---------- -------- 101 I $4,275.00 c'; ESTATE INFORMATION: SSN: 362-32-3915 I FILE NUMBER: 2100-0000 ".:2) c) ,t - )Ciq I DECEDENT NAME: BARSKI STANLEY T I DA TE OF PAYMENT: 02/27/2004 I POSTMARK DATE: 02/25/2004 I COUNTY: CUMBERLAND I DATE OF DEATH: 11/26/2003 I I H~".._' TOTAL AMOUNT PAID: $4,275.00 , ,~:~ . ~.. : ~EMARKS: -- . CHECK# 1178 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS N.~ '^" --* ;21- o~- \q~ -------- - Register of Wills, Agent Cumberland County 1 Court House Square Carlisle, PA 17013 Enclosed is a check for the amount of $4275.00 to be applied to the estate of Stanley T. Barski, who died 26 November 2003. His social security number is 362 31. ~ 9 l'5 , 4~~are~se~. Renata Barski 6401 94th Ave Seabrook, MD 20706 301 286-1290 (D) oC ~ ;; i:l: =) ::'.:: c.' (l) ..,.., t~) l"T1 OJ " () N -.,J 0 p, :g - '., N 0 :t)c --' )>;4 (Xl . if i .._-~.._.,- II Renata Barski 6401 94th Ave. Seabrook, MD 207C -- , . .-~ - eJ/--01-199 '1{EGlSTE2 OF IV,LLS AGENT . J i OOURT J-JOtJS€ ~ IIA1?€. CAl< LI S L€ PA 1 76 / ., i rei i ::::+3~:23 f 11111I1/111I11111111 IIIf I JlIIIIIHIIII It "II,' " ,,1,1,,/ ,11 -- t'''':ll III "'CD ::l O::l ::!'>-'Ill rt ~ \D III ~ - ... ll:l S:1ll :::s~ e:l!~ en", ~~ I\)~i>';' C I--' $::'i..... :::s;::: -J ~"l 0 " '" 0 x) 0-~~ ).: :t- .... (;J D ~ VI ~.i t ~ ii'(.~(t\ 0 .... ~ i\) N-N ':aJ '1\ ~ ,0.. C + .....1 " ~ tcr'" (~I i">:r c:. V'a...E" (0,1 lj V\ L~ _ ~ (l\ ~ 1S';'_2 '. 11\:, r' - ")) '--- . J)~ ~~ ..1) ~ .... t.. :)' :: ,u,. . '...... --Qf S --< .C\ - ~ N t\, - '- r;, t - . \JJ , ::: -'~ r- ~\ ./ - c ..... .,. ::"" "'~c;o.;;;:'" - - - - :- - \\\\ - - - - - ::.. - ::0- J i i I - - :... - - J - - Register of Wills, Agent ?-ooL\ - l q I Cumberland County 1 Court House Square Carlisle, P A 17013 Enclosed is a additional check for the amount of $900.00 to be applied to the estate of Stanley T. Barski, who died 26 November 2003. His social security number is 362- 32 -~IC;; This estate has no probate assets. Renata Barski 6401 94th Ave Seabrook, MD 20706 301 286-1290 (D) aO :0 ;; (<~:. d ~ ::.S - J::>,. l:-r V'l rn -0 I \0 :g N c, N 0\ COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004357 BARSKI RENATA 6401 94TH AVE SEABROOK, MD 20706 ACN ASSESSMENT AMOUNT CONTROL NUMBER _n__n_ fold ---------- -------- 101 I $900.00 ESTATE INFORMATION: SSN: 362-32-3915 I FILE NUMBER: 2104-0199 I DECEDENT NAME: BARSKI STANLEY T I DATE OF PAYMENT: 09/09/2004 I POSTMARK DATE: 09/09/2004 I COUNTY: CUMBERLAND I DATE OF DEATH: 11/26/2003 I I TOT AL AMOUNT PAID: $900.00 REMARKS: BARSKI RENATA CHECK# 1210 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 ;-~:HARRISBURG; PA 17128-0601 Telephone September 2, 2004 '04 SEP 15 i~8 :24 (717) 787-3930 FAX (717) 772-0412 John J. McGee L. ~;t:; Attorney At Law Climb,," 9 South Eighth Street Stroudsburg, PA 18360 Re: Estate of Stanley 1. Barski File Number 2104-0199 Dear Sir/Madam: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 03/26/05. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. ----.--'") ./ // I /~ /j Sincere)y;-----.---<--- (JllL,c,_,,:JL~ /~C(1;('-<~ ( ./ / J 1./ L./ / Claudia Maffei, Supervisor Document Processing Unit Inheritance Tax Division 5K COMMONWEALTH OF PENNSYLVANIA '* DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES < \, NO'1'ICf:pt'fitfUIQJITANCf: TAX INHERITANCE TAX DIVISION APPRAISf:tlENTjALLOMAHCf: OR DISALLOKANCf: PO BOX 280601 OF-DEDUCTION, AND: 4SSESStlENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY. HELD OR TRUST ASSETS REV-1548 EX AFP <12-0') R~E 02-07-2005 --! - I:: ATE OF BAR SKI STANLEY T DATE OF DEATH 11-26-2003 FILE NUMBER 21 04-0199 COUNTY CUMBERLAND RENATA M BARSKI SSN/DC 362-32-3915 '}ACN 04109082 118 W CLEARVIEW DR I Allount R_i tt.d I CAMP HILL PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y=is41i-EX--AFFi-foiL:03i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-07-2005 ESTATE OF BARSKI STANLEY T DATE OF DEATH 11-26-2003 COUNTY CUMBERLAND FILE NO. 21 04-0199 S.S/D.C. NO. 362-32-3915 ACN 04109082 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 80621-40 TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE DATE ESTABLISHED 03-03-1998 Account Balance 12,984.59 NOTE: TO INSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 6,492.30 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 6,492.30 REGISTER OF WILLS AT THE Tax Rate X .45 ABOVE ADDRESS. MAKE CHECK Tax Due 292.15 DR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 02-15-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 292.15 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 5.92 TOTAL DUE 298.07 . IF PAID AFTER THIS DATE, 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" ( CRJ, YOU MAY BE DUE A REFUND. ~~~ D~U~D~~ ~TD~ OF THIS FORM FOR INSTRUCTIONS. J COMMONWEALTH OF PENNSYLVANIA *' DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES .-'. ..- ............NOnCEi~Q.F INHERITANCE TAX INHERITANCE TAX DIVISION AP'RAISEK~_ALLOHANCE OR DISALLOHANCE PO BOX Z80601 OFDEDUCTI . .it AND ASSESSKENT OF TAX ON HARRISBURG PA 171Z8-0601 .. JOINTLY. ELD OR TRUST ASSETS REV-15~8 EX AFP 112-D~1 DATE 02-07-2005 f'j () ESTATE OF BARSKI STANLEY T .~._-, ':.0 DATE OF DEATH 11-26-2003 FILE NUMBER 21 04-0199 COUNTY CUMBERLAND RENATA M BARSKI SSNI'DC 362-32-3915 ACN 04109084 118 W CLEARVIEW DR I Allount Rellitted I CAMP HILL PA 17011 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 ~ iifi=is41i-i)f-AFP--foi-:031------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-07-2005 ESTATE OF BAR SKI STANLEY T DATE OF DEATH 11-26-2003 COUNTY CUMBERLAND FILE NO. 21 04-0199 S.S/D.C. NO. 362-32-3915 ACN 04109084 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 80621-00 TYPE OF ACCOUNT: ()() SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 03-08-1986 Account Balance 10,911.80 NOTE: TO INSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 5,455.90 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 5,455.90 REGISTER OF WILLS AT THE Tax Rate X .45 ABOVE ADDRESS. MAKE CHECK Tax Due 245.52 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 02-15-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 245.52 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.98 TOTAL DUE 250.50 II IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. II ~ ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU HAY BE DUE A REFUND. ~.... ....II"'.."'''' "'Tnl: nl: THIS FOR" FOR INSTRUCTIONS. J COMMONWEALTH OF PENNSYLVANIA *' DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES '-_I(- - ':f(O'i'X:Ci:;=of.rINHERITANCE TAX INHERITANCE TAX DIVISION API'~A:rSElft;H't,--:Al;tONANCE OR DISALLONANCE PD BOX Z80601 OF DEDUCTION ',i lND ASSESS"ENT OF TAX ON HARRISBURG PA 171Z8-0601 JOINTLY HELD OR TRUST ASSETS REY-1541 EX UP <12-04l . ro_ DATE 02-07-2005 .::8 ESTATE OF BARSKI STANLEY T DATE OF DEATH 11-26-2003 FILE NUMBER 21 04-0199 COUNTY CUMBERLAND RENATA M BARSKI SSN/DC 362-32-3915 ACN 04109083 118 W CLEARVIEW DR I Allount Rellitted I CAMP HILL PA 17011 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 ~ iifi=is4ii-i)f-AFii-roi-:03i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-07-2005 ESTATE OF BARSKI STANLEY T DATE OF DEATH 11-26-2003 COUNTY CUMBERLAND FILE NO. 21 04-0199 S.S/D.C. NO. 362-32-3915 ACN 04109083 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 80621-11 TYPE OF ACCOUNT: ( ) SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 04-05-1986 Account Balance 5,637.38 NOTE: TO INSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 2,818.69 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 2,818.69 REGISTER OF WILLS AT THE Tax Rate X .45 ABOVE ADDRESS. MAKE CHECK Tax Due 126.84 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 02-15-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 126.84 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.57 TOTAL DUE 129.41 If IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. If ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU "AY BE DUE A REFUND. --- ft~"~""'E: "'Tn" n., TNT!:: FDRM FOR INSTRUCTIONS. J 1505610101 ~^~ r ~~ REV-1500 ~ OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number ~FPN+i MERIT ~~. PE'hNUE Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 28o6oi ~~ ~ ~~ as ~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~- `~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 362-32-3915 11 /26!2003 04/28/1920 Decedent's Last Name Suffix Decedent's First Name MI Barski Stanley T (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number ~, FILL IN APPROPRIATE OVALS BELOW O 1. Original Return O 4. Limited Estate - O 6. Decedent Died Testate (Attach Copy of Will} O 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ~ 2. Supplemental Return O 4a. Future Interest Compromise (date of death after 12-12-82) O 7. Decedent Maintained a living Trust (Attach Copy of Trust) O 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) CORRESPONDENT - 7HIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Renata Barski (301) 655-3067 First line of address 7320 Radcliffe Dr Second line of address City or Past Office College Park Correspondent's a-mail address: State ZIP Code MD 20740 O 3. Remainder Return (date of death prior to 12-13-82) O 5. Federal Estate Tax F2eturn Required . 8. Total Number of Safe Deposit. Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) REGISTER OF 18i11..LS USE ONL ~ c ;a 0 ~? s} r-- Lr t ~ ~_ ` _~ ~ ~ r-'~ C1 `~ 'v DATE FtL~E'~} R1 w +cr~ --- -- Under penalties of perjury, !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. Declar n of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE O E SOIVj SP LE FOR FILING RETURN D~E: ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY =~~ - ~ ~a ~~, _ ,~ _> ~ ,: ~ :, r' ~- -~ ~_._ ~~ ' ...~ '"'T'~ . 1 Side 1 1505610101 1505610101 J REV-1500 EX Decedent's Name: Decedent's Social Security Number 362-32-3915 RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E}....... 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Praperty (Schedule G) O Separate Billing Requested........ 7, 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 0.00 0.00 0.00 0.00 0.00 0.00 128,000.00 128,000.00 9. Funeral Expenses and Administrative Costs (Schedule H} ............ ....... 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ....... ....... 10. 11. Total Deductions (total Lines 9 and 10) .......................... ....... 11. 12. Net Value of Estate (Line 8 minus Line 11) ............... . ....... ....... 12. 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. 8,065.00 12,613.28 20,678.28 107,321.72 0.00 107,321.72 TAX CALCULATION -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 .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 ` 107, 321.72 16. 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. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610105 150561,0105 1505610105 4,829.48 4,829.48 -_ ' J REV-1500 EX Page 3 Decedent's Complete Address: file Number Stanley T. Barski __ ,__ _ _ _ __ STREET ADDRESS 118 W. Clearview Dr. ..CITY _ _ _ _ - _ STATE _ _ ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments _ _ _ _ _5,175.00 B. Discount 225.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 4,829.48 Total Credits (A + B) (2) _ _ 5,400.00 _ _ (3) 12.00 (4) 582.52 (5) Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.......................................................................................... 0 ^ 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 fife of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 0 3. Did decedent own an "in trust for" ar payable-upon-death bank account or security at his or her death? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................................................ ^ 0 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 Juiy 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 {a) {1.1) {i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 far 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 21 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 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 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 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, whether by blood or adoption. REV-1512 Ex+ ;iz-aa; ~ Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE Of FILE NUMBER __._ Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size. PA Department of Revenue Dept. 280601 PO BOX 281101 Harrisburg, PA 17128 Several oversights (of which I have I have become aware) were made in the filing of the Inheritance Tax Return and I am enclosing a corrected copy. The assets noted on Schedule E are in error. The 1989 Chevy Beretta was jointly titled between Mr. Stanley Barski and Mr. Joseph Chyr. Therefore, Mr. Chyr should behave been contacted for the inheritance tax on that asset. The household items and personal effects amount was erroneously derived. The attorney requested an estimate of the value of these items but did not consider that the items were well used and essentially held no value. These items were primarily older clothing and used household items, none of which had residual value. There were no fur coats, valuable jewelry, etc. on which an inheritance tax would be levied. . Additionally, the residence on Schedule G was not in the will and expenses were incurred both in needed repairs and charges incurred as closing costs for its sale. While I no longer have easy access to the miscellaneous expenses for the repairs, etc. done to the property, some of the major expenses in this category were installation of flooring (carpet and vinyl), termite treatment, and electrical repairs. I estimate that these major expenses were about $3000. There were many additional smaller costs not included in that figure but those amounts spent are not easily accessible. The closing costs were $9333. Therefore, I have filled out and enclosed a copy of the inheritance tax return and Schedule I, using the values from the previous submission except for the corrections noted above. All other forms, etc. remain the same as filed previously as far as I know. The corrections made result in an overpayment. I am also sending a copy of the "amended" forms to the Office of Tax Amnesty. Y ~ Z Re a arsk' 732 Radcliffe Dr College Park, MD 20740 3016553067 NOTICE OF INHERITANCE TAX pennsyLvania ~ BUREAU OF INDIVIDUAL TAXES. APPRAISf~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAx DIVISION OF DEDt'JCTIONS AND ASSESSMENT OF TAX '~ BOX 280601 REV-1547 EX AFP C12-10) HARRISBURG PA 17128-0601 RENATA BARSKI:;, - 7320 RADCLIFFE DR. COLLEGE PARK MD 20740 DATE 03-14-2011 ESTATE OF BARSKI STANLEY T DATE OF DEATH 11-26-2003 FILE NUMBER 21 04-0199 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-13-2011 (See reverse side under Objections ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 CUT ALONG THIS LINE ---- --~ R_ETA_IN LOWER POR TION FOR YOUR RECORDS E--~ _ _ REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE 0F: BARSKI STANLEY TFILE N0.:21 04-0199 ACN: 101 DATE: 03-14-2 011 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 0 0 2. Stocks and Bonds (Schedule B) (2) . ,0 0 NOTE: To ensure proper credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) 00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) . .0 0 tax payment. 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) ~7) 128, 000.00 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 128, 000.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 8,0 6 5.0 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 12,613.28 11. Total Deductions 12. Net Value of Tax Return (11) 20, 678.28 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule (12} J) (13) 107, 321.72 .0 0 14. Net Value of Estate Subject to Tax (14) _ 107, 321.72 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date ASSESSMENT OF TAX: . 15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = 0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 107 .371 77 X 045 . = 4,829 48 17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 . = 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 .0 0 = 0 0 19. Principal Tax Due . TAX CREDITS: (19)= 4,829.48 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 02-25-2004 CD003614 09-09-2004 CD004357 225.00 4,275.00 .51- 900.00 TOTAL TAX PAYMENT 5,399.49 _ BALANCE OF TAX DUE 570.O1CR INTEREST AND PEN. .00 TOTAL DUE 570.O1CR * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. BUREAU OF INDIVIDUAL TAXES ~~ITANCE TAX INHERITANCE TAX DIVISION ~ PO BOX 280601 "'=;~~~,~,;i '"S-tA~7~ NT OF ACCOUNT HARRISBURG PA 17128-0601 ue111k~a'~ -7 f'a~112~ CLEF.( ~. RENATA BARSKI 7320 RADCLIFFE DR. COLLEGE PARK MD 20740 DATE ESTATE OF DATE OF DEA FILE NUMBER COUNTY ACN Pennsylvania ~ DEPARTMENT OF REVENUE REV-1607 EX AFP (12-10) 10-17-2011 BARSKI STANLEY T TH 11-26-2003 21 04-0199 CUMBERLAND 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NDTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS RES/-1607 EX AF~~ C12-~0~ ~~* {NHERI~FAI~TCE TAX SsTATEMENT OF ACCOI~N~f *** ESTATE OF:BARSKI STANLEY T FILE NO.: 21 04-0199 _ THIS STATEMENT PRDVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE C BELOWOIS A SUMMARYTOF THE P INCI~PAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-07-2011 PRINCIPAL TAX DUE: 4,829.48 PAYMENTS CTAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 02-25-2004 CD003614 09-09-2004 CD004357 225.00 4,275.00 .51- 329.99 TOTAL TAX PAYMENT 4,829.48 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.