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Home My WebLink About08-09-10$ ~ 15056051058 REV-1500 ~ coy-D5> PA Deparbnem of Revenue ~ OFFICIAL USE ONLY Bureau of IndhAdual Taxes ti County Code Year File Number PoBOxzeosol INHERITANCE TAX RETURN Hanisbu , PA n128-0601 -• RESIDENT DECEDENT 21 ! 10 00365 ENTER DECEDENT INFORNATNN~1 BELOW ... Social Security Number Date of Death Date of Birth ..... 186-24-9850 03/01/2010 - ~ 01/ .... .............. _....__ _ _ ......................._ _ _...; 22/1916 Decedents Last Name __ __ ..: .............. - __.......................__ ..............................................._......................................................., Suffix Decedent's First Name __.. BARRETT ~ ' 'FLORENCE - .....................___ ._............: :.__.._..._.......: W ..__ ......................._.... ._...................__ ._...: s (H Applicable) Enter Surviving Spouss's IMormatlon Bslow "' Spouse's Last Name Suffix ...................... pouse's First Name _....__.. MI Spouse's Social Security Number .......: THIS RETURN MUST BE FILED IN DUPLICATE WITH THE _ __ .....................__ _...................._ _ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ {.IW 1. Original Retum £::;:; 2. Supplemental Relum r„~„••Z 3. RemaMtler Retum (date of deaSt .„,... 4. Limited Estate Pdor to 12-13-82) ~ 4a. Future Interest Compromise (date of i..~s 5. Federal Estate Tax Retum Required death after 12-12-82) Y:1~33 6. Decedent Died Testate w~;.'„ 7. Decedent Maintained a Living Trust ,,,,0,,, 8. Total Number of Safe Deposit Boxes (Attach Copy of WIII) (Attach Copy of Trust) <::':i 9. Lklgatbn Proceeds Received z':"^; 10. Spousal Poverty Credk (date of death C.:"> 11. Elecdon to tax under Sec. 9113(A) between 121-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION YUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTULL TAX INFORMATION SHOULD BE DIRECTED T0: Name ...................... _.. -_................._._ aytime Telephone Number ANNE RHOADS _ .................... .. '.. - .. .- - ..... 71 - ,••. 7) 238 1767 ,,, Firm Name (If Applicable) ~--. ~ ---_ -- ~ ~ ~; ........................... .......... L ................... ...... ................... .... REGISTE ~ .. f r ~ J - ............... .. R~dp L$ USE ~Y %''. ,' CLECKNER AND FEAREN ~ ;~ C7 ' .... ........................ _ ~ m first line of address °°° - r r '3 - 'U ~ _ 119 LOCUST STREET '. _' •- ;? ~ I - t,Q~ -v ._r, , ....................... .. .......... Second line of address .....................................: ,. _,- ~-i `, C - _._- .. ....... _ fV_ ~'rt # ' P O BOX 11847 -...... .. b ~ I, •~ c_' __. __ -. , ._. -- City or Post Office _ _ D , UO i State ZIP Code I ATE Fk.ED ? HARRISBURG PA ' 17108-1847 correspondents a-mail address: rhoadsann@hotmail.com Under penalties of perjury, I declare aut I have e~aminad this relum, Induding axompan i schedules and statements, and to the beet of it is true, corned and compleb. Declaration of preparer other than the y ~ my knowledge end belief, Personal representative is based on all information of which preparer has any knowledge. ,q ATURE OF PE&a^ON SIBLE FO FILING RETURN v Ann E. Rhoads ATE ADDRESS O O~I t~-p( `~ P. O. Box 11847, Harrisburg, PA 17108-1847 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE F PLEASE USE ORIGINAL PORM ONLY 15056051058 Side 1 ~' L 15056051058 J ~„J 15056052059 REV-1500 EX Decedent's Social Security Number :................................................................. Daced•rn~e Name: FLORENCE W BARRETT 186-24-9850 ......................................................................................................................................................................:................................................................... RECAPITULATION :.............................................................................. 1. Real estate (Schedule A) ............................................. 1. 0.00 z. stacks and Bonds (schedule B) ....................................... z.€ 0.00 ; .................................................... 3. Closely Held Corpwadon, Partnership or SolsPropdetorship (Schedule C) ..... 3. `4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. ,t 6. Joindy Owned Property (Schedule F) r;;;,;;; Separate Billing Requested ....... 6. 7. Inter-Viws Transfers & Miscellaneous Non-Probst P ........................... 0.00 ..................................................... 0.00 Schedule G e roperty ( ) t.;::a Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses 8 Administrative Costs (Schedule H) .................:... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 11. Total Deductions (total Lines 9 & 10) ................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ... .. . ................... 13. Charitable and Governmental Bequesls/Sec 9113 Trusts for which .....1z.: '-°~ ••°°°°°~-°-- 0.00 ~~~••~~•••~~~~~- . .......... an election to tax has not been made (Schedule J) .............. ...... . ............ . . .. . 13.: :.......... 1,000.00 14. Net Valua Sub)ect to Tax (Line 12 minus Line 13) ................... .................................................. ................... ...................................................................... TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICAB ..... 14. ...................... 0.00 .................................................. LE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 -_ ......................._.. ...................._ .__................. ., (a)(1.2) X .0_ ,..,..,...M„...::.,.::: ::::............_..:..::::::.:::.:,..,,.,,._,._..::: 16. Amount of Line 14 taxable :; 15. ;...... ........................ 0.00 ........... at lineal rate X .0 ....................................... _ 17. Amount of Llna 14 taxable ......:::::.::::...:.......::....:..::::::::::..:...::.......:..::::.::::...: 16. : 0.00 at sibling rate X .12 ................................................................................. 18. Amount of Line 14 taxable 17. .•---..............:...., 0.00 .. „ . _,....... ..:::: :: at collateral rate X .15 . ::::::~:.: _ ..................__.._................... _ __....................... 18. [ O.OO i 19. TAX DUE ....... .............................................. .... 19. 0.00:', 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I.. 15056052059 Side 2 15056052059 REV-'1500 Ex Page 3 Decedent's FLORENCE Wilson Lane err Mechanicsburg Address: W BARRETT Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPaymenfs A. Spousal Poverty Credit B. Pdor Payments C. Discount 3. InteresUPenalty if applipble D. Interest E. Penalty _ .........:..............F.IIe.Nlrmbec.... _...... 21 10 ~ 00365 PA SOCIAL SECURITY NUMBER 186-24-9850 ZIP 17055 (1) 0.00 Total Credits (A + B + C) (2) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYIMENT.tal InteresUPenalty (D + E ) Fill in oval on Page 2, Line ZO to request a refund. 5. a 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. 0.00 (3) 0.00 (4) 0.00 (5) 0.00 (5A) 0.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (56) 0.00 Make Check Payable fo: REGISTER OF WILLS AGENT .: .. :. .... ri..;~~:: . ,:.. ..::,::.>:.,»a;sY.:..w,.::.~+,k~.::..y:;:.:SwS:, - i~- ,ar:. ~:~;'. .c.:;..,.y . :...: ....::.... :,,: ,.yvw:r .. ~°',,.:a»Fxi.:...>.~.::.. ~^. :rte:, Vie: , .. .. ?. Y+S:... iix•::. w..E.uY.+:Oi. . ^:.' .. vG..:,,,:: :..w..vv~._:m:os.:;ti'C ~~:.:~. l:v:.:. vw»,.. xy~x.~:v.::>::«M1n. y. -.... :..... ~.: .:. ::...5... ~.•.~:nn -k....:~p~..:4JG.v~~~.~4~'.:<{`f.'.^-.~v{:.~}~t~..~..-.~:~•C~:l`:V.flips::il~iJfy`A;:~'?:::~:•~v~.~.'.~~:`.::'Vi~:':>.v' PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the ro Yes No ............... . P Party transferred :.................... .............................................:........ ^ b. retain the right to designate who shall use the property Uansferred or its income : ........................................... c. retain a reversionary interest; or .......................................................................................................................... d. receive the promise for life of either payments, benefits or care? ...................................................................... ' 2. If death occurred after December 12, 1982, did decedent Uansfer properly within one year of death without recr~iving adequate mnsideraUon7 ................................... 3. Did decedent own an "intrust for' or payable upon death bank account or security at his or her death? .............. ^ Q e 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation7 .................................. .......................................................................... ..... ^ X ....... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETUR ............. p.... ..~~...::.... .... _ ~ni_:.tvWnv.i:~.:f~q ...itf n:\'i'fi: ~.i~: F.rv..+.~ii:~t~4}:Sti~JC4:CCii~l $::Yi::.f .....J...nmm'....n.:..-~ .............. ...... .................._..........,,:.,ww:v.:s.::xx;x*»r.:::u:::'aaa::.;<"".V°::.tY~?"r%;w:n '.:,.a'.'}:a,.:my:--..-.:..:;:::.:.~.w.- ...1,.'..:.:?>.+~:..;:w's4Y~...»~.. _ ~a~~:: or ates of death on or after July 1, 1994 and before January 1,1995, the tax rate imposed on the net value of trensfers~t~fo the use oftlhe survrvingwspouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ri)]. The statute d~ not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and filing a tax return are still applicable even 'rf the surviving spouse is the only benefidary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of Uansfers to or for the use of the decedents lineal benefidaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1511 EX+(12-89) sc N~ou~ M COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN RESIDENT DECEDENT A~~N~STRA'n~ COSTS ESTATE OF BARRETT, FLORENCE W. FILE NUMBER 21-10-0365 Dabb of decedent must be roporhd on Schedule 1 ITEM . NUMBInR DESCRIPTION A. 1 FIJNERAL_~XPEN$~.$:. AMOUNT . _ . _... !W. Orville Kimmel Funeral Home, Inc. i - 2. _... ,, _::::::. .. ,,,,:,, _ _:::::: i T & J Monument Services 460 72 ~ ;: ......... _ _ ......... , 93.50 ,, 9. ADMINISTRATIVE COSTS: - 1. Personal Representative's Commissions -., ..:. ..:.:..::.............._ Name of Pesonal Representative(s) Ann E Rhoads 750.00 ._ Social Security Number(suEIN Number or Personal Representative(s) 175-40-7437 ................................: Street Address 1119 Locust Street, P.O. Box 11847 _.. city Harrisbur _.._. _......g..._...-- - statePA :Zip -17108 ' ............................. Year(s) Commission Paid::'2010 ......................... ~ 2. Attorney Fees - Cleclmer and r'p~Z'p-I'1 _ , ; - 750.00 3. Family Exemption: (Ir decedent's address is not the same es claimant's, attach explanation) Cleimam _.... __ _.... Street Address - C~. _ ......... ,.. -Zip State ......... _. Relationship or Claimant to Decedent 4. Probate Fees -..._ 89.50 5. Accountant's Fees -Preparation of 1010 Tax Returns - 185.00 ,: Tax Return Preparer's Fees ;: ;; >. ,. 7. ;Ann E. Rhoads -travel expense _ _ _ ........... _ ...............__. ... .......... .... .. ........................................... s. ' i Filing Fee -Inventory and Inheritance Tax Return 24 25 '' _.... _.. _ s. ' Filing Fee -Account _ ..... ,. 30 00 _......__......__ 10. Cumberland Law Jourrlal -legal advertising 150 00 is ,,, _...... __... _ ~ ~ • The Patriot News - legal adverVsing ` 75 00 !i' _...... _.... TOTAL (Also enter on line 9, Recapitulation) s 2,908 38 (It more space is needed, insert additional sheets of the same size) REV-1508 EX+ (&98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT :STATE~OF BARRETT,FLORENCE W. SCNEpULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Indude the proceeds of litigatan and the date the proceeds were received by the estate. f' All property Jolntty-owned with right of survivorahlp must be disclosed on Schedule F. ITC~I FILE NUMBER 21-70-0365 VALUE AT DATE OF DEATH 2,610.94 I 5 814.25 1 074 42 (If more space is needed, insert additional sheets of the same size) 9,499.61 " REV•1512 EX+ (12-08) pennsylvania pEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS w~wle yr ~tiKt I T, FLORENCE W. Report debts Incurred by the decadent prbr to death that remained unpaid at the data of death, ITEM unralmbursad medical expenses. .. :.: >;: ,:: ,, r. _....: 707AL (Also enter on Line 30, Recapitulation) ~?! 20,205.82 IF more space is needed, insert additional sheets of the same size. FILE NUMBER REV-1513 EX+ (O1-10) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: BARRETT, FLORENCE W. NUMBER I 1 2. 3. 4. 5. 6. 7. 8. 1. 1. SCHEDULE BENEFICIARIES NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Set. 9116 (a) (1.Z).] Sandra Hogan, 59 Brook St., Wakefield, MA 01880 Joseph A. Snook, Jr., 2000 Cambridge Ave. #264, Wyomissing, PA 19610 James nook, Go Joseph a. S~gpkbJr,, 200 Cambridge Ave. #26f1 W ss>.ng, PA 'I 61 Cynthia Danelucci Etter, 133 Rogers Rd., Furlong, PA 18925 Ellen Tracy-Bednarz Danelucci, 2096 Sunrise Cir., Aurora, IL 60503 Deborah Daneluzzi Tosi, 56 Wakefield Ct., Delmar, NY 12054 Sandra Durkin, 604 Coach Dr., New Hope, PA 18934 ~ Patricia Gorton, 13 Tracy Dr., Doylestown, PA 18901 FILE NUMBER: 21-10-0365 'LATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Niece Nephew Nephew Step-granddaughter Step-Great granddaughter Step-granddaughter Step-granddaughter Step-granddaughter 10~ residue 25$ residue 25$ residue 1/5 of 40$ residue 1/5 of 40$ residue 1/5 of 40$ residue 1/5 of 40$ residue 1/5 of 40~ residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECRON TO TAX IS NOT TAKEN: B. CHARRABLE AND GOVERNMENTAL DISTRIBUTIONS: Zion Lutheran Church, 15 S. 4th St., Harrisburg, PA 17101 1000.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON I rNF i ~ nr ocv_. ~.,,, ....,.-_ •~,\JIICCI If more space Is needed, use additional sheets of paper of the same size. 1000.00 LAST WILL AND TESTAMENT OF FLORENCE W. BARRETT I, FLORENCE W. BARRETT, of 414 Bethany Drive, Mechanicsburg, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills and Codicils by me at any time heretofore made. ITEM I: I direct that all my funeral expenses and estate or inheritance taxes be paid by my hereinafter named Executrix as soon after my death as may be found convenient. ITEM II: I give and bequeath the sum of One Thousand Dollars ($1,000.00) to ZION LUTHERAN CHURCH, Harrisburg, Pennsylvania, to be used for general purposes. ITEM III: I give, devise and bequeath all the rest, residue and remainder of my estate as follows: (a) Forty percent (400) of my estate shall be divided equally among my deceased husband's grandchildren, DEBORAH DANELUZZI TOSI, CYNTHIA DANELUZZI ETTER, PATRICIA DANELUZZI GORTON, and SANDRA DANELUZZI DURKIN, and my husband's great-grandchild, ELLEN TRACY-BEDNARZ DANELUZZI. If any grandchild or the great-grandchild named shall not survive me, I give, devise and bequeath that deceased grandchild or the named great-grandchild's share to her issue per stirpes. ii airy yiailucuila or the great-grandchild named has no issue surviving at the time of my death, I give, devise and bequeath that deceased grandchild or the great-grandchild named's share equally to the other surviving grandchildren and the great-grandchild named. (b) Ten percent (10s) of my estate to SANDRA HOGAN, if she survives me. In the event that the said SANDRA HOGAN does not survive me, her share shall be distributed to ELLEN TRACY-BEDNARZ DANELUZZI. (c) Fifty percent (50°s) of my estate tc be divided equally between my nephews, JOSEPH A. SNOOK, JR. and JAMES E. SNOOK. In the event either of my nephews does not survive me, I give, devise and bequeath that deceased nephew's share to his issue per stirpes. If either of my nephews has no issue surviving at the time of my death, I give, devise and bequeath that deceased nephew's share to the other surviving nephew. ITEM V: I appoint ANN E RHOADS, Executrix of this my Last will and Testament. ITEM VI: I direct that no personal representative hereunder shall be required to provide security, surety or bond in any 2 ,~ jurisdiction for the faithful performance of any duty under this will. This clause is applicable only to such personal representatives as are specifically named in this Will. IN WITNESS WHEREOF, I, FLORENCE W. BARRETT, have set my hand and seal to this, my Last Will and Testament, this 30~ day of 2002. L//.ET~~Z~~~~~ ~iilif~Z~~ ( 5 EAL ) FLORENCE W. BARRETT Signed, sealed, published and declared by FLORENCE W. BARRETT, the Testatrix, as and for her Will, in the presence of us, who, at her request, in her presence and in the presence of each other, we believing her to be of sound mind, memory and understanding, have hereunto subscribed our names as witnesses. C~Xi.~GY~Z //~/7~ /c,[~ of ~~~ir~~~., o ~- 3 COMMONWEALTH OF PENNSYL~ COUNTY OF DAUPHIN We, FLORENCE W. BARRETT, Testatrix, VC.~,~ ,g. 7-o6~Gs and Lr" ~g~o~~ witnesses, respectivel signed to the attached or fore oin y' whose names are g g instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntar expressed Y act for the purposes therein and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge, the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. FLORENCE W. BARRETT - Testatrix ~n Subscribed, sworn to and acknowledged before me by FLORENCE W. BARRETT, Testatrix, and subscribed and sworn t~t°sr ,¢. Thai ~ ~ to before me by ____~__ and L~~Q/a /yam/G/JP 2002 . ~ this ,30.71 day of ~Gc~-L NOTARY PUBLIC NOTA~IAt EEAI 4 ~ ~. ~. ~ow~rt, NWery ruwc Mr ce~a.~,„ eq,.. ~ ss, sari @~ C ~~ o~y ~w aeo ,. ~ y! W MID i a ~~ ~. ~4 I~~ ~~ ~~~~ ~~ ~~~ r~ ~~ a ,~ 0 1 Li+ Ls ~SQ,~~A' ~ ,.. a ~ m W ~ O Q 3 ~ n w LL ~ ~ c z ~ a cn 0° > Q i a o m' ~ Z U m Z W ~ 0 W o ~ a a Q rn ~ W m J u1 U ~ a a 2 :, O F- a a 3 m I~ O O H a a H ~ U b ~Mi ~~ Oto a `~ i ~W ~ [!] N U p a pep~y3 Waa'Ova] W U H H ,a o ~ o CLECKNER ANO FEAREN ATTORNEYS AT LAW 119 LOCUST STREET P.O. BOX 11847 HARRISBURG, PENNSYLVANIA 17108-1847 TELEPHONE: (717) 238-1731 DENN13 J. SHATTO FAX: (717) 238-8481 ANN E. RHOADS August 6, 2010 Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 ~: $state of Floreace 19. Barrett File No. 2010-00365 Dear Ladies and Gentlemen: RICHARD W. CLECKNER /1926 - 2004/ ROBERT D. HANSON /19 fs - 2006/ RETIRED: WILLIAM FEAREN c~ ~a ° ~a _ C,' 1 -,-'.~~ f~. ? m I `' ~ ~ ~ . - ~. cis ~ t0 z-, , ~_7 ~-~~ C _ '_. - ~ C7 C7 -rt ~ ~ ~ -' :~ ~ tU -;'r~ ~'~O o 00 I enclose the following for filing in the above-referenced estate: (1) Original and one (1) copy of Inventory; (2) Original and two (2) copies of Inheritance Tax Return; and (3) Check in the amount of $30.00 to cover filing fees. Please date-stamp the extra copies and return them to me in the self-addressed, stamped envelope provided. If anything further is required to complete these filings, please contact me. Thank you. AER : j at Very truly yours, CLECKNER AND FEAREN Ann E. Rhoads Enclosures