HomeMy WebLinkAbout03-0463PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Kenneth S. Barnhart, Sr.
also known as N/A, Deceased.
Social Security No.: 160-16-6037
No. 21-03-/~
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your pet~'oner who is 18 years of age or older and the Executor named in the last will of the above
decedent, dated September 22, 1993, and codicil(s) dated (None).
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or
principal lcsidence at 145 Porter Avenue, Carlisle, PA 17013 (Borough of Carlisle).
Decedent, then 85 years of age, died April 17, 2003, at Carlisle Regional Medical Center, Carlisle,
Pennsylvania.
Except as follows, decedent did not manT, was not divorced and did not have a child bom or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent: No Exceptions.
Decedeat 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: 145 Porter Avenue, Carlisle, PA 17013.
$ 30,000.00
$.
$.
$ 60,000.00
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented
herewith and the grant of letters Testamentary thereon.
Kenneth S. Bamhart, Jr.
145 Porter Avenue
Carlisle, PA 17013
717-243-0525 (home)
717-486-3411 (work)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF CUMBERLAND )
SS
The petitioner above-named swears or affirms that the statements in the foregoing petition are tree
and correct to the best of the knowledge and belief of petitioner and that as personal representative of the
above decedent petition, er will well and truly administer the estate according to law.
Sworn to 6r affirmed and subscribed before me
this
~-~v~ day of
2003
~'~ c~},m~ ~._ Donna M. 'OttO, De~}~y R~ister --
~euneth S. Bamha~;-Jr.
Signamre(s)
Estate of Kenneth S. Barnhart, Sr., Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~ z_ L~ ,2003, in consideration of the petition on the reverse
side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated September 22, 1993, described therein be admitted
to probate and filed of record as the last will of Kenneth S. Bamhart, Sr. and Letters Testamentary are
hereby granted to Kenneth S. Bamhart, Jr.
Donna M. Otto, Deputy Register of~C~rtlls e ~
FEES
Probate, Letters, Etc ......... $ _~00,00
Short Certificates (3) ........ $
,. ¢0
$ /o.00
TOTAL ~
Filed . ./~..-./~. ~ 03 ....: .................
Robert R. Black, Esquire
36 South Hanover Street
Carlisle, PA 17013
(717) 243-3727
(06267)
?S:£d g-NIl?
lzc,: [: d .~- Nfl? £0.
LAST WILL AND TESTAMENT
OF
KENNETH S. BARNHART, SR.
I, Kenneth S. Barnhart, Sr., of the Borough of
Carlisle, Cumberland County, Pennsylvania, make this Will,
revoking all my former wills and codicils.
ITEM I: I direct that all my just debts, funeral
expenses, and administration expenses, including my grave marker,
shall be paid from the assets of my estate as soon as practicable
after my decease.
ITEM II: I bequeath the amounts or items herein
specified to each of the following-named beneficiaries who
survive me:
To Ronald L. Barnhart and Kenneth S. Barnhart,
Jr., my sons, all of my household goods situate at
145 Porter Avenue, Carlisle, Pennsylvania;
ITEM III: I direct that my personal effects and
personal property be sold and the proceeds of such sale be added
to the residue of my estate.
ITEM IV: I devise and bequeath my real estate at
145 Porter Avenue, Carlisle, Cumberland County, Pennsylvania, to
my two sons, Ronald L. Barnhart and Kenneth S. Barnhart, Jr., or
the survivor thereof.
ITEM V: I devise and bequeath the residue of my
estate, of every nature and wherever situate, in equal shares to
my five remaining children, namely, Edward L. Barnhart, Terry L.
Barnhart, Ruby G. Bobb, Ann L. Owings, and Brenda K. Stirling, or
there issue, per stirpes.
ITEM VI: I direct that all taxes which may be assessed
in consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
ITEM VII: I appoint my sons, Ronald L. Barnhart and
Kenneth S. Barnhart, Jr., or the survivor thereof, Executors of
this, my Last Will.
ITEM VIII: I direct that neither my Executors,
Guardian, Trustee, nor their successors shall be required to give
Initials
bond for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WF~EQF,
day of /~_f~~
I have hereunto set my hand this
, 1993.
The preceding instrument, consisting of this and two
other typewritten pages, each identified by the signature of the
Testator, Kenneth S. Barnhart, Sr., was, on the day and date
thereof, signed, published, and declared by Kenneth S. Barnhart,
Sr., the Testator therein named, as and for his Last Will, in the
presence of us, who, at his request, in his presence and in the
presence of each other, have subscribed our names as witnesses
thereto.
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBERLAND )
We, Kenneth S. Barnhart, Sr., Robert R. Black, and
, the Testator and the witnesses
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testator signed and executed the
instrument as his Last Will, and that he had signed willingly (or
willingly directed another to sign for him), and that he executed
it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the Testator, signed the Will as witness, and that to
the best of their knowledge the Testator was at the time eighteen
years of age or older, of sound mind and under no constraint or
undue influence.
Witness Robert R. Black
Witness
Subscribed, sworn to and acknowledged before
me by Kenneth S. Barnhart, Sr., Testator,
and subscribed and sworn to before me by
Robert R. Black and k~o~ ~. ~, ,_
witnesses, this A~;c~- day of ~ ~
1993. ~
Notary Publ icl [I ~/
NOTARIAL SEAL
SUSAN K. GUYER, Notary Public
Carlisle, Cumberland County
My Commission Expires Sept. 4,1995
OF
KENNETH S. BARNHART, SR.
LAW OFFICES
LANDIS BLACK ~) SCHORPP
3(5 SOUTH HANOVER STREET
CARLISLE) PENNSYLVANIA 17015
CERTIFICATION OF NOTICE UNDER RULE 5.6
Name of Decedent: Kenneth S. Barnhart, Sr.
Date of Death:
April 17, 2O03
Will No.: 21-03-0463
To the Register:
I certify that notice of estate administration 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 ·
June 16, 2003.
Name
Kenneth S. Barnhart, Jr.
Edward L. Barnhart, Sr.
Ruby G. Bobb
Terry L. Barnhart
Ann L. Owings
Brenda K. Stifling
Address
145 Porter Avenue, Carlisle, PA 17103
914 South Albemarle Street, York, PA 17403
119 Tower Circle, Carlisle, PA 17013
822 East Louther Street, Carlisle, PA 17103
700 Longs Gap Road, Carlisle, PA 17013
24 Eastwood Drive, Carlisle, PA 17103
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None.
Date:
Rob~Esqf~0 ~"~
36 South Hanover Street
Carlisle, Pennsylvania 17013
Telephone (717) 243-3727
Capacity:.~
Personal Representative
X Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002797
BLACK ROBERT R ESQUIRE
36 S HANOVER STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 160-16-6037
FILE NUMBER: 2103-0463
DECEDENT NAME: BARNHART KENNETH S SR
DATE OF PAYMENT: 07/11/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/17/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $2,800.00
TOTAL AMOUNT PAID:
$2,800.00
REMARKS: KENNETH S BARNHARTJR
C/O ROBERT BLACK ESQUIRE
SEAL
CHECK//103
INITIALS: VZ
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF iNDIViDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003332
BLACK ROBERT R ESQUIRE
36 SOUTH HANOVER STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 160-16-6037
FILE NUMBER: 21 03-0463
DECEDENT NAME: BARNHART KENNETH S SR
DATE OF PAYMENT: 12/12/2003
POSTMARK DATE: 12/12/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 04/17/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $396.40
TOTAL AMOUNT PAID:
$396.4O
REMARKS: KENNETH SBARNHARTJRC/O
ROBERT R BLACK ESQUIRE
SEAL
CHECK# 106
INITIALS: SK
RECEIVED BY'
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF
PENNSYLVANIA
DEP&RTMENT OF REVENUE
DEPT. 280601
O
X
REV-15
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME <LAST, FIRST. AND MIDDLE iNITiAL)
Barnb~rt, Kenneth S. Sr.
DATE OF DEATH d~IM-DD.YEAR) i DATE OF B RTH {MM-DO-YEAR
04/17/2003 __.[ 01/06/1918
(IF APPLICABLE) SUR:,/!V!NG SPOUSE'S NAME (,LAST. FIRST. AND MIDDLE INITIAL)
~1. Odginal Return
[---~ 4. Limited Estate
~L~6. Decedent Died Testate ,A,lach
~_~9. Litigation Proceeds Received
21 -__._03~__- ~
SOCIAL SECURITY NUMBER
160 - 16 - 6037
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~']2. Supplemental Return
E~4a. Future interest Compromise ~d.~ of death after t2-~2-
------~7. Decedent Maintained a Living Trust ~A~c~ copy of Trust)
~---~ 10. Spousal Poverty Credit idaho ¢Idea~ be[w~ 72-31-9~ and
3. Remainder Return ,date of !oath p,ficr to 12-~3-82h
5 Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
,11.Election to tax under Sec. 9!13(A) ,.Ati~,,h
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAUEt:~bert R. Black, Esquire / COMPLETE MAIUNGADORESS
Robert R. Black, Esquire
FIRM NAME(,App~t~) Landis & Black Landis & Black
TELEPHONE NUMBER 36 South Hanover Street
(717) 243-3727 C~__rlisle, PA 17013
61,163.00
0.00
0.00
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) {2)
3. Closely Held Corporation, Partnership or Sole-Proprietomhip (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 29,983.89
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) 0. O0
E] Separate B~ing Requested
0.00
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properbj (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts o[ Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
1Z Net Value of Estate (Line 8 minus Line 11)
!3.
14.
(9) 16,001.00
U0) 840.00
Charitable and Govemmentat Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(B)
(11)
(~2)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15 Amount of Line 14 taxable at the spousal tax
rate. or transfers under Sec. 9t16 (a)(t.2) x .0 ..... (15)
73,305.89 x .04__5~ (16)
16. Amount of Line !4 mxab!e at lineal rate
17. Amount of Line 14 taxable at sibling rate × .12 (I7)
18. Amount of Line 14 taxable at collateral rate x 15 (1~)
t9. Tax Due (19)
91, t46 · 89
16,841.00
73,305.89
0.00
73,305.89
3z343.77
.~L343-77
> > 8E SUrE TO ANS~¢,CER ALL QUESTIONS ON RE'¢EP.$E SIDE ~.ND RECHECK MATH
Decedent's Complete Address:
I STREST ADDRESS
............ 1~45_ _P~_ _ .rte_ r_A¥_enue
Tax Payments and Credits:
1. Tax Due (Page t Line 19) (1) 3,343.77
2. Credits/Payments
A. Spousal Poverty Credit 0. O0
B. Prior Payments 2~ 800. O0
C. Discount 147,37
Total Credits (A + B + C ) (2) 2,947.37
Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
If 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. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE,
(5) 396.40
A. Enter the interest on ~he tax due.
(5A) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 396 o 40
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; .......................................................................................... [] []
b. retain the dght to designate who shall use the property transferred 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 transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or secudty at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneliciary designation? ........................................................................................................................ [] []
TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
IF THE ANSWER
Under penal~[ies of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on alt information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
ADDRESS
Kenneth S. Barnhart, Jr., 145 Porter Avenue, Carlisle, PA 17013
SIGNATURE/~P~REI~_ER ~HER/~'HAN/~EP, RESEI~ATIVE
ADDRESS I vLj ,,, v- , -
Robert R. Black, Esq., 36 S. Hanover Street, Carlisle, PA 17013
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. {}9116 (a)(1.1) (i)].
For dates of death on or alter January 1, 1995, the tax rate imposed on the net value of transfers to or [or the use of Ihe surviving spouse is 0% [72 RS. {}9116 (a) (1.1) (ii).
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and i'iling a tax return are still applicable even
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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren
or a stepparent of the child is 0% [72 RS. §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%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is delined, under Section 9102, as a
individual who has at least one parent in common wilh the decedent, whether by blood or adoption.
i SCHEDULE A
REAL ESTATE
Estate of
Kenneth S. Barnharg Sr.
File Number 21-03-465
AH real property ~ ao~ly or aa a tenent in common mint be reported at fair market value. Fair market value is defm~ as tl~ pric~ ~t which property
would b~ m~cbeng~ ~ a willing burr and a willing s~ller, nc-itl~r being compelled to buy or se~ ~ be~ ~e ~i~ ~ ~i~ fa~.
Real property which is Jointly-owned with right of survivorship must be discolned on Schedule F.
Item
Number
Description
All that certain tract of land with a two and one-half (2 ~A) flame story home
erected thereon containing 17 feet 8 inches frontage along Porter Avenue and
a depth of 206 feet 5 ~ inches known as and numbered 145 Porter Avenue,
Carlisle, Pennsylvania 17013. Assessment: $58,250 x 1.05 (common level
ration) = $61,163.00. See copy of tax bill with assessment attached hereto.
See Cumberland County Deed Book "Y", Volume 13, Page 345. Coldl~e C.
Bamhart died January 14, 1978. Property tax number 02-21-0318-095.
Value at Date
of Death
$61,163.00
TOTAL (Also enter on line 1, Recapitulation) $61,163.00
E~tate of
SCHEDULE E
CASH, BANK DEPOSITS & MISC.
PERSONAL PROPERTY
Kenneth S. Bamhart, Sr.
File Number
21-03-465
Item Value at Date
Number Description of Death
M&T Bank checking account #573728. See letter attached hereto.
Personal property. See appraisal of Roy D. Gottshall attached hereto.
Proceeds - Baltimore Life Insurance policies 1-02084914-A0748775-
A0262926 on the life of Kenneth S. Barnhart. Total proceeds $5,319.81. See
attached letter.
$28,560.89
$1,423.00
$0.00
TOTAL (also enter on line 5, Recapitulation) $29,983.89
Estate of
ITEM
NUMBER
5.
6.
7.
8.
Kenneth S. Bamhart, Sr.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS
File Number
DESCRIPTION
Funeral Expenses:
Ewing Brothers Funeral Home, funeral bill
Administrative Costs:
Personal Representative's Commissions
Name of Personal Representative: NONE
Attorney Fees: Landis & Black
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Kenneth S. Bamhart, Jr.
145 Porter Avenue
Carlisle, PA 17013
Relationship of Claimant to Decedent: Son
Probate Fees: Landis & Black, advanced
Accountant's Fees
Tax Return Preparer's Fees
Roy Gottshall, appraisal of personal property
Reserve for dosing of filing Release
TOTAL (Also enter on line 9, Recapitulation)
21-03-465
AMOUNT
$7,561.00
$4,000.00
$3,500.00
$400.00
$0.00
$0.00
$40.00
$500.00
$16,001.00
Estate of
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES & I.IENS
Kenneth S. Bamhart, Sr.
File Number
21-03-465
Item
Number
Description
Carlisle Regional Medical Center, medical services.
TOTAL (Also enter on line 10, Recapimlnfion)
Amount
$840.00
$840.00
SCHEDULE J
BENEFICIARIES
Estate of File Number
Kenneth S. Bamhart, Sr. 21-03-465
Nund~er Name and Address of Person(s) Receiving Properly Do Not List Trustee(s) of Estate
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Edward L. Bamhart, Sr. Son 20%
S14 South Albemarle Street
York, PA 17403
2. Ruby G. Bobb Daughter 20%
119 Tower Circle
Carlisle, PA 17013
3. Terry L. Bamhart Son 20%
822 East Louther Street
Carlisle, PA 17013
4. Ann L. Owings Daughter 20%
700 Longs Gap Road
Carlisle, PA 17013
5. Brenda K. Stirling Daughter 20%
24 Eastwood Drive
Carlisle, PA 17103
ENTER DOU.AR AMOUNTS FOR D~STRIaUTtONS SHOWN ABOVE ON IJNES 15 THROUGH 18, AS.ad:~:~OPRIATE, ON REV 1500 COVER SHEET
II.
NON-TAXABLE DISTRIBUTIONS
A. Spousal distributions under Section 9113 for which an election to tax is nnt being made.
B. Charitable and ~1 Distributions
TOTAL OF PART H - Enter Total Non-Taxable Distributions on Line 13 of REV 1500 Cover Shee~ $0.00
LAST WILL AND TESTAMENT
OF
KENNETH S. EARNH~RT, SR.
I, Kenneth S. Barnhart, Sr., of the Borough of
Carlisle, Cumberland County, Pennsylvania, make this Will,
revoking all my former wills and codicils.
ITEM I: I direct that all my just debts, funeral
expenses, and administration expenses, including my grave marker,
shall be paid from the assets of my estate as soon as practicable
after my decease.
ITEM II: I bequeath the amounts or items herein
specified to each of the following-named beneficiaries who
survive me:
ae
To Ronald L. Barnhart and Kenneth S. Barnhart,
Jr., my sons, all of my household goods situate at
145 Porter Avenue, Carlisle, Pennsylvania;
ITEM III: I direct that my personal effects and
personal property be sold and the proceeds of such sale be added
to the residue of my estate.
ITEM IV: I devise and bequeath my real estate at
145 Porter Avenue, Carlisle, Cumberland County, Pennsylvania, to
my two sons, Ronald L. Barnhart and Kenneth S. Barnhart, Jr., or
the survivor thereof.
ITEM V: I devise and bequeath the residue of my
estate, of every nature and wherever situate, in equal shares to
my five remaining children, namely, Edward L. Barnhart, Terry L.
Barnhart, Ruby G. Bobb, Ann L. Owings, and Brenda K. Stifling, or
there issue, per stirpes.
ITEM VI: I direct that all taxes which may be assessed
in consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
ITEM VII: I appoint my sons, Ronald L. Barnhart and
Kenneth S. Barnhart, Jr., or the survivor thereof, Executors of
this, my Last Will.
ITEM_ VIII: I direct that neither my Executors,
Guardian, Trustee, nor their successors shall be required to give
Initials
bond for the faithful performance of their duties in any
jurisdiction.
-dIN WITNESS W~R4~F~, I have hereunto set my hand this
ay of /~f~~6 , 1993.
The preceding instrument, consisting of this and two
other typewritten pages, each identified by the signature of the
Testator, Kenneth S. Barnhart, Sr., was, on the day and date
thereof, signed, published, and declared by Kenneth S. Barnhart,
Sr., the Testator therein named, as and for his Last Will, in the
presence of us, who, at his request, in his presence and in the
presence of each other, have subscribed our names as witnesses
thereto.
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBERLAND )
We, Kenneth S. Barnhart, Sr., Robert R. Black, and
k~3~ .~. ~ , the Testator and the witnesses,
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testator signed and executed the
instrument as his Last Will, and that he had signed willingly (or
willingly directed another to sign for him), and that he executed
it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the Testator, signed the Will as witness, and that to
the best of their knowledge the Testator was at the time eighteen
years of age or older, of sound mind and under no constraint or
undue influence.
T~stator Kenneth S. Barnhart, Sr.
Wit n~s~~R o~ e'er t R .~~B 1 a~ck~
Witness
Subscribed, sworn to and acknowledged before
me by Kenneth S. Barnhart, Sr., Testator,
and subscribed and sworn to before me by
Robert R. Black and ~0~ ~r~_~. ,
witnesses, this
1993.
~o~'~, ,~ ~ubl ,
696.09 FACf: ~EPT ~ OCT
765.70 PENALTY AFTER 10/3 7e~.
I
0.)300026309.5
:.~.NH,:,:?T, KENNETH S ~ GQLD~,E C
e~ PCR T E R .. A-VENUE:.
ARL Z SL.~ P~ JTOX3
~ IAA~ A~C IN Cb~KUN ~U~HAKU tHIS ~ILL TO YOUR MORTGAGE C~MPANY
,1o00 FEE FO~ ADD~L RECEIPTS REGUESTEO
JF UNPAID 8Y XZ/]2/03 '[AXES
TURNED ~VER TO CUH~ERLA~D CG.
TAX CLAIM BUREAU.
ACCT NG 02-21-0318-0~
1~ P~RT~R
ESIBENITAL BUILDING
Manufacturers and Traders Trust Company, 1100 Wehrle Drive, P.O. Box 767, Buffalo, NY 14240-0767
Landis & Black
Attorney At Law
36 South Hanover Street
Carlisle, PA 17013
Phone (302) 934-2909
F ax (302) 934-2955
July 11, 2003
Re:
Estate of Kenneth $. Barnhart, Sr
Social Security: 160-16-6037
Date of Death: April 17, 2003
Dear Sir or Madam:
Per your inquiry dated June 26, 2003, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
Type of Account Checking Account
Account Number 573728
Ownership (Names oJ) Kenneth S. Barnhart, Sr., Owner
Opening Date 04/01/79
Balance on Date of Death $28,560·89
Accrued Interest $ 0.00
Total $28,560.89
Sincerely,
· Sue Kimble
(302) 934-2909
The Baltimore Life
COMPANIES
May 13, 2003
Kenneth Barnhart Jr
145 Porter Avenue
Carlisle PA 17013
Re: Kenneth Barnhaxt Sr
I 02084914-A 0748775- A 0262926
Dear Mr. Barnhart:
We have completed our processing of the death claim recently submitted to our office.
Please accept our sympathy for your loss
A check, in the amount of $681, $2700.60 and $1938.21 has been sent to the
Cumberland Valley Agency to be delivered to you in the manner that you choose.
Ill can be of any further assistance, please contact our office at (800) 628-5433.
sin.c, gs~sly, .
Linda Vasold
Claims
3umberland'Vat~
24-5796 after Friday~_. )
The Baltimore Life Insurance Company
BUREAU OF ZNDZVZDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRZSBUR{;, PA 17128-0601
ROBERT R BLACK ESQ
LANDIS & BLACK
56 S HANOVER ST
CARLISLE
COHNONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTTCE OF ZNHERTTANCE TAX
APPRAZSENENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
· ~ iCOUNTY
ACN
PA 17015
O2-OZ-ZOOR
BARNHART SR
0~-17-2005
21 05-0R65
CUNBERLAND
101
Amount Reel ~'l:ed
RE¥-1~7 EX ~FP Cffl-gS)
KENNETH S
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF BARNHART SR KENNETH S FILE NO. 21 05-0~65 ACN 101 DATE 02-02-200~
TAX RETURN gAS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVATION COHC:;-RNZNG FUTURE INTEREST - SEE REVERSF
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Es*e*e (ScheduZe A) (1)
2. S~ocks end Bonds (Schedule B) (2)
$. CZosely Held S~ock/Par~nership In~eres~ (Schedule C) ($)
4. Nor~geges/No~es Receivable (Schedule D)
$. Cash/Bank Deposi~s/Nisc. Personal Proper~y (Schedule E)
6. Jointly Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To~a! Asse~s
APPROVED DEDUCTIONS AND EXENPTZONS:
9. Funeral Expenses/Adm. Cos~s/Nisc. Expenses (Schedule H) (9)
10. Deb~s/Hortgege Liabilities/Liens (Schedule Z) (10)
11. Torsi Deductions
61~165.00
.00
.00
.00
29t983.89
.00
.00
(8)
16,001.00
8RO.O0
(11)
NOTE: To insure proper
credit to your account,
submit ~he upper portion
of this fore with your
tax payment.
91,1~6.89
16.8~1.00
7~,305.89
ZF PAID AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATION OF ADDZTZONAL ZNTEREST.
ANOUNT PAID
2,800.00
396.q0
TOTAL TAX CREDIT
BALANCE OF TAX DUE
ZN'I~KEST AND PEN.
TOTAL DUE
3,3~$.77
3,3~3.77 1 .00
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUZRED.
XF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR}, YOU NAY BE DU.E~.~_.*~-
A REFUND. SEE REVERSE SXDE OF THZS FORN FOR ZNSTRUCTZONS. ) '~]2
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
07-11-2005
12-12-2003
KFCEZPT / D/SCOUNT (+)
NUHBER ZNTEREST/PEN PAID (-)
CD002797 1~7.37
CD005552 .00
12. Ne~ Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elec*ed 9115 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject ~o Tax (14) 7~,$05.89
NOTE: Zf an assessment ~as issued previously, 11nes 14, 15 and/or 16, 17, 18 and 19 ~111
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amount of Line 14 a* Spousal rate (15). .00 X O0 = .00
16. Amoun~ of Line 14 taxable at Lineal/Class A rate (16} 7R,$05.89 X 0~5 = $,3~3.77
17. Amount of Line lfi e{ Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
(19);
RESERVATION:
Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (colletarat) beneficiaries of the decedent after the expiration of any estate for
life or for years, tho Commonwealth hereby expressly reserves the right to appraise end assess transfer Inheritance Taxes
at the lamful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR)=
OBJECTIONS:
ADNIN-
%STRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S.
Section 9140).
Detach the top portion of this Not[ce and submit mith your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF MILLS, AGENT
A refund of a tax credit, mhich ams not requested on the Tax Return, may bm requested by completiog an "Application
for Refund of Pennsylvania Inheritance and Estate Tax'* (REV-1315). Applications era available et the Office
of the Register of Hills, any of the Z5 Revenue District Offices, or by calling the special Z4-hour
answering service for fores ordering: 1-800-36Z-Z050; services for taxpayers aith spacial haarin9 and / or
speaking needs: X-BOO-447-30ZO (TT only).
Any party in interest not satisfied with the appraisement, alloaance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown an this Motice must object ~ithin sixty (60) days of receipt of
this Notice by:
--mrittan protest to tho PA Department of Revenue, Board of Appeals, Dept. ZBlOZ1, Harrisburg, PA XTiZe-IDZX, OR
--eXaction to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid ~ithin three (5) calendar months after the decedent's death, a five percent (SZ) discount of
the tax paid is allowed.
The 151 tax amnesty non-participation penalty is computed on the toter of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 19BZ bear interest at the rate of
six (BZ) percent par annum caIculatad at a daily rate of .000164. AIl taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which ~i11 vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates far 198Z through ZOO5 ara:
Interest Daily Interest Daily Interest Daily
Factor Year Rate Factor
Year Rate Factor Yea.~r Rate
1982 ZOZ .00054B 1987 9Z .000247 1999 72 .000192
1965 16Z .000458 1988-1991 112 .000501 ZOO0 82 ,OOOZ19
1964 11X .000501 1992 92 .000247 ZOOl 9Z .000Z47
1985 152 .000556 1993-1994 7Z .00019Z ZOOZ 62 .000164
1986 XOZ .000274 1995-199B 9Z .000Z47 2005 5Z .000137
--Interest is calculated as fallows:
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELXNI;IUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. Tf payment is made after the interest computation date shown on the
Notice, additional interest must bo calculated.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/15/2005
BLACK ROBERT R
36 S HANOVER STREET
CARLISLE, PA 17013
RE: Estate of BARNHART KENNETH S SR
File Number: 2003-00463
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.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent1s death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/17/2005
Your prompt attention to this matter will be appreciated.
Thank You.
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~