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Home My WebLink About06-01-12 1505611180 ~ REV-1500 ~ Ipz_,,,1i=1> Pennsylvania OFFICIAL USE ONLY PA Department of Revenue ,F,rn.renroriewxrt County Code Year Flie Number eureau of Individual Taxes iNHERiTANCE TAX RETURN PO BOX 280601 G/~ Harlstwrg, PA 1T12S-0601 RESIDENT DECEDENT ~ ~ , O lQ ENTER DECEDENT INFORMATION BELOW Socal Sewriiy Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 182-22-8889 '07302011 02181928 Decedent's Last Name Suffix Decedent's First Name MI BARRICK MARY M (H Applicable) Entsr Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ® 1. Original Retum 0 2. Supplemental Retum Q 3. Remainder Retum (Date of Death Prlorto 12-13-62) 4. Limited Estate Q 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required death after 12-122) [ ] 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust D 6. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. LittgaUon Proceeds Received 0 10. Spousal Poverty Credit (Date of Death Q 11. Election to Taz under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule 0) CORRESPONDENT-THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATN)N SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT G FREY 717243,38 ~ _ First Line of Address 5 S HANOVER ST Second Line of Address City or Post Office CARLISLE State ZIP Code PA 17D13 ~ ~ ... t fV Correspondent's a-mail address: R F R E Y a F R E Y T I L E Y. C O M Under penalties of perjury, I declare that I have examined this return, including accompanying schedules arxt statements, and to the best of my knowledge and belief it is true, correct and complete. Declaratton of preosrar other than the cersonal representative is based on all information of wtUch preparer has env knowledge SIG~TURE OF PERSON RESPONSIBLE FOf~FILING RETURN ~ . ~ PqT~ /~ n 5 SOUTH H ANOVER STREET 1505611180.. ENTA IVE A LISLE PA 17013 LEASE USE ORIGINAL FORM ONLY Side 1 1505611180 ~'~ ~ J 1~~ J 1505611280 REV-1500 EX (FI) Decedent's Sodal Security Number DecedenYsName: MARY M BARRICK 182-22-8889 RECAPITULATION 1. Real Estate (schedule A) .....:................................. .. 1. 15 7 7 2 5.0 0 2. Stocks and Bonds (Schedule B) .................................. .. 2. N 0 N E 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . .. 3. N 0 N E 4. Mortgages and Notes Receivable (Schedule D) ....................... . 4. N 0 N E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ... . 5. 5372.00 6. Jointly Owned Property (Schedule F) OSeparate Billing Requested ..... .. 6. N 0 N E 7. Inter-Vvos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ..... .. 7, N 0 N E 8. Total Gross Assets (total Lines 1 through 7) 8 16 3 0 9 7 0 0 9. Funeral Expenses and Administrative Costs (Schedule H) ............... . 9. 4 2 0 7 . 0 0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ........... . 10. 1615 4 3 . 0 0 11. Total Deductions (total Lines 9 and 10) ............................ . 11. 16 5 7 5 O . 0 0 12. Net Value of Estate (Line 8 minus Line 11) .......................... . 12. -2653.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................... .. 13. 0.00 14. Net Value Subiect to Tax (Line 12 minus Line 13) is -2653 00 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or Vansfers under Sec. 9116 (a)(1.2)X.0 0 15. 0.00 16. Amount of Line 14 taxable at linealrateX.O 45 is. 0.00 17. Amount of Line 14 taxable at sibling rate X . 12 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X . 15 1s. 0.00 19. TAX DUE ...................................................... . 19. 0 . 0 0 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Side 2 15056112,80. 1505611280 J REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Number 182-22-8889 DECEDENT'S NAME MARY M BARRICK STREET ADDRESS 7 WEST SPRINGVIEW ROAD CITY STATE ZIP BOILING SPRINGS PA 17007 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditsrPayments A. Prior Payments B. Discount 3. Interest Total Credits (A + B ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. Thls is the OVERPAYMENT. Fill in box 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) 0.00 (2) 0.00 (3) (4) 0.00 (5) 0.00 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 right to designate who shall use the property transferred or its inwme ...................................... .... ^ c. retain a reversionary interast .............................:....................................................................................... ..... ^ d. receive the promise for life 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 eonsideration? ...................................................................................................... .... ^ 3. Did decedent own an "in trust for" or 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? ................................................................................................................ .... ^ 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 July 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. §9118 (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 filing a tax return are still applicable even if the surviving spouse is the only beneflciary. 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(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(ax1.3)]. 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-1502 EX+ (Ot-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ----..- _.. rat nulNeetz: Mary M Garrick All real property owned solely or as a tenant in common must bs npoMd at fair market valor. Fair market value is defined as the price at whkh property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowiedee of the relevant facto ~r more space is neeaea, use aDditional sheets of paper of the same size. REV-1508 EX+(11-10) Pennsylvania DEPARTMENT Of REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Marv M Garrick Indude the proceeds of litigation and the date the proceeds were received by the estate. If more space is needed, use additional sheets of paper of the same size. REV-1511 EX + (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Marv M Garrick Decedent's debts must tie reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: L B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal RepresemaUve(s) Street Address 500 City Year(s) Commission Paid: State ZIP 2. 3. 4. 5. 6. 7. Attorney Fees: Famlly Exemptlon: (If decedem's address is not the same as claimant's, attach explanation.) Claimant Street Address City State Relationship of Claimam to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: Advertising costs to Cumberland Law Journal and The Sentinel 8. Pa. Department of Welfare, Class 3 Claim ZIP 500 75 3,132 TOTAL (Also enter on Line 9, Re. If more space is needed, use additional sheets of paper of the same size. REV-1572 EX+ (12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Marv M Garrick Report debb IncurrM by the decedent prbr to death that remained unpaW at the date of death, including unrehnburaad medkal aYOanses. TaxD6 Result Detafis Detailed Results for Parcel 40-28-2100-088. in the 2010 Tax Assessment Database DlstrictNo 40 Parcel~D 40-28-2100-088. MapSuttix HouseNo 7 Direction W Street SPRINGVILLE ROAD Owners BARRICK, MARY M C/O PropType R PropDesc LivArea 1440 CurLandVal 38200 CurImpVal 120200 CurTotVal 158400 CurPrefVal Acreage .36 CIGmStat TaxEx 1 SaleAmt 1 SaleMo 03 SaleDa 12 SaleCe 20 SaleYr 03 DeedBlcPage 00256-00322 YearBlt 1958 HF_File_Date 10/25J2004 HF_Approval_Status A 4/27/12 10:45 AM htip://taxdb.ccpa.net/details.asp?Idm40-28-2100-088.&dbselect-1 Page 1, of 1 p~ 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone 888-502-4349 F ax (302) 934-2955 August 25, 2011 Frey and Tiley 5 South Hanover Street Carlisle, PA 17013 Re: Estate of Mary M Barrick Social Security: 182-22-8889 Date of Death: July 30.2011 Dear Sir or Madam: Per your inquiry on August 17, 2011, please be advised that at the time of death, the above-natned decedent had on deposit with this bank the following: 1. Type of Account Account Number Ownership (Names o~ Opening Daie Balance on Date of Death Accrued Interest Total 2. Type of Account Account Number Ownership (Names o, f) Opening Date Balance on Date of Death Accrued Interest Total Checking Account 13857622 Mary M Barrick Betty A Byers (PDA) Betty A Eurich (POA) 082864 $1,176.35 $ .00 $1,176.35 Savings Account 15004208555506 Mary M Barrick Betty A Byers (POA) Betty A Eurich (POA) 11/13/89 $378.02 $ .00 $378.02 For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please wll the Spring Carden O1Bce at #717-210.4525. We were unable to locate any safe deposit box for the above-mentioned decedent This letter does not include any aooounts in which the deceaved may Lave been listed as Power ~ Attorney, C~.stodian of U~'orm Transfers, Representative Payee, or Tnudce under a written Agrcenr~t Sincerely, Tammy Spencer Adjustment Services p~nnsykvana DEPARTM£N'.T Of PU'B.LIC WELFARE August 23, 2011 FREY & TILEY ROBERT G FREY ESQUIRE 5 S HANOVER ST CARLISLE PA 17013 Re: Mary Garrick CIS #: 270202535 SSN: ###-##-8889 Date of Death: 07/30/2011 Dear Attorney: Please be advised that the Department of Public Welfare maintains a claim in the amount of 16,949.53 against the above-mentioned estate. This claim is for restitution of medical assistance granted on behalf of the decedent for which the Probate Estate is now responsible to reimburse the Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's itemized statement of claim. A portion of this medical expense, namely 53.132.00, was incurred during the last six months of the decedent's life; therefore, it is a Class 3 claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely ;x3.817.53, is to be entered as a priority Class 5.1 claim against the estate. Please acknowledge receipt of this letter and advise whether the Commonwealth's claim is admitted and when payment may be expected. If the estate accounting is complete, please provide a copy. If the estate contains real estate, please provide copies of the deed, the latest tax assessment, and a current appraisal, if available. Sincerely, Patricia Nace TPL Program Investigator 717-772-6617 717-772-6553 FAX Enclosure Bureau of Program Integrity i Division of Third Party Liability i Recovery Section PO Box 8466 (Harrisburg, Pennsylvania 17105-8486 Financial Financial Freedom, a division ofOneWest Bank, FSB P.O Box 83400 _ Freedom Austin, TX 78708 THE REVERSE MORTGAGE SPEClAtISTa Telephone: 800-441-4428 Fax: 866-447-2022 HOW TO CURE YOUR MORTGAGE DEFAULT (Bring it up to date) Nature of the Default: The mortgage debt held by the above lender on your property located at: 7 West Springville Road. Boiling_Springs. PA 17007 is in serious default because you have not paid one or more of the items below: • Advances • Service Fees • Mortgage Insurance Premium (MIP) • Interest Accrued • Taxes • Insurance • Repairs/Malntenance Total Amount Past Due $ 157,724.81 How to Cure the Default You may cure the default within thirty three (33) days of the date of this notice by paying the total amount past due. Payments must be made by check, cashier's check, certified check or money order made payable and sent to: Financial Freedom P.O. Box 85400 Austin, TX 78708 If You Do Not Cure the Default: If you do not cure the default within thirty three (33) days of the date of this Notice, the lender intends to exercise its rights to accelerate the mortgage debt. This means that the entire outstanding balance of this debt will be considered due immediately. If full payment of the total amount past due is not made within thirty three (33) days, the lender also intends to instruct its attomeys to start legal action to foreclose upon your mortgaged property. If the Mortsase is Foreclosed Unon: The mortgaged property will be sold by the Sheriff to pay off the mortgage debt. If the lender refers your case to its attorneys, but you cure the delinquency before the lender begins legal proceedings against you, you will still be required to pay the reasonable attorney's fees that were actually incurred, up to $50.00. However, if legal proceedings aze stazted against you, you will have to pay all reasonable attorney's fees actually incurred by the lender even if they exceed $50.00. Any attorney's fees will be added to the amount you owe the lender, which may also include other reasonable costs. If you cure the default within the thirty three (33) DAY period, you will not be required to pay attomeys fees. Notice of Intent to Foreclose -Pennsylvania FFFornr812-3 ~ ~ ~ ~ O Version 001-62011 Poge 4 oj105