HomeMy WebLinkAbout05-20-14 � � 1505610105
REV-1500 EX�°z_ll,��, �
OFFICIAL USE ONLY
PA Department of Revenue pennsylvan9a Count ode Year File Number
8ureau of Individual Taxes "P"pTM` �F jNHERITANCE TAX RETURN �/ � �
PO BOX 280601 �
Harrisbur PA 1 128-0601 RESIDENT DECEDENT �
ENTER DECEDENT INFORMATION BELOW �
Social Security Number Date af Death MMDDYYYY Date of Birth MMDDYYY`f
201-18-8363 05/06/2013 05/16/1927
Decedent's Last Name Suffix DecedenYs First Name M�
Barrick Walter g
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Barrick Josephine �
Spouse's Socia�Security Number THIS RETURN MUS7 BE FILED IN DUPLICATE WITH THE
200-22-7175 REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1. Original Return p 2. Supplemental Return Q 3. Remainder Return(Date of Death
Prior to 12-13-82)
O 4. Limited Estate p 4a.Future Interest Compromise(date of p 5. Federal Estate Tax Retum Required
death after 12-12-82}
C� 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust � 8. Total Number of Safe Depasit Boxes
{Attach Copy of Will) (Attach Copy of Trust.)
O 9. Litigation Proceeds Received O 10.Spousai Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE�IRECTED T0:
Name Daytime Telephone Number
Susan E Stott (717)245-0410
REGISTE`�t pF WIILS US„�,�'ONLY
C O -� �O
� � +.;�
First Une of Address � -��- �
_a._ �; "� ;
198 Clay Rd �'' => �" r,,� � e�=
. �-, o ;V
Second Line of Address .' ' '
c� {_Y : , ,
C7 C"J `"'' � �:;7
« C:'; �
C'tty Or POSt OffiCe State ZIP Code �TE fILE
Carlisle PA 17015 � � � ,,Q�
Correspondent's e-mail address:SESTOTT@aoI.00111
U�der penalties of pery'ury,I dedare that I hava examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,cortect and complete.Dedaration of preparer other than the personal representative is based�all infortnation of which preparer has any knowledga.
SIG TURE OF P SON RESPpNSIBLE FOR FILING RETURN
` /J DATE
�' L�Wv�-� 'eXP����`�'-j X S��O�aa/ �I
A RESS
825 N Hanover St., #207 Carlisle, PA 17013
SIG����F�OTNER THAN REPRESENTATlVE ����/�J y
ADDRESS�
198 Clay Rd. Carlisle, PA 17015
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 15056101�5 1505610105 J �
.�
_
' � 1505610205
REV-1500 EX{FI)
Decedent's Social Securiry Number
DecedenYs Name: Walter S Barrick
RECAPITULATION
1. Real Estate(Schedule A). ... .... ..... .... .. .. .... ... . .... ..... .... ... 1.
2. Stocks and Bonds(Schedufe 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. 16,300.OQ
6. Jointly Owned Property(Schedule F) O Separate Billing Requested ...... . 6. 140,163.00
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested.. .... . . 7. 62,986.00
8. Total Gross Assets(total Lines 1 through 7)... ....... .. .... .... ........ . 8. 219,449.00
9. Funeral Expenses and Administrative Costs(Schedule H)... .... .... ........ 9. 11,532.00
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I).. .... ..... .... 10. 3,598.00
11. Total Deductions(total Lines 9 and 10)....... ......... ..... .... ........ 11. 75,130.00
12. Net Value of Estate(Line 8 minus Line 11) ..... .... .... .... .... ..... .... 12. 204,319.00
13. Charitable and Governmental BequestslSec 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. 204,319.00
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABIE RATES
15, Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 204,319.00
(a)(1.2)X.0 0 15. 0.00
16. Amount of Line 14 taxable
at lineal rate X.0_ 16.
17. Amount of Line 14 taxable
at sibling rate X.12 �7,
1$. Amount of Line 14 taxable
at collateral rate X.15 18.
19. TAX DUE ... .... . . .. . . .. .. .. . ... ..... ... . ... . ... . ... . .... .. . .. .... 19. 0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p
Side 2
L 15�5610205 1505610205 �
REV-1500 EX(FIj Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
Walter S Barrick
STREETADDRESS —
Church of God Home
801 N Hanover St
CITY -- --- - STATE --- ZIP -
Carlisle I PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 0.00
2. CreditslPayments
A.Prior Payments
B.Discount
Total Credits(A+g) (2) 0.00
3. Interest
{3) 0.00
4. If Line 2 is greater than Line 1 +Line 3,enter the d'rfference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00
5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. {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 income ............................................ ❑ �
c. retain a reversionary interest.............................................................................................................................. ❑ �
d. receive the promise for Irfe 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?.............................................................................................................. ❑ �
3. Did decedent own an"in trust for"or payable-upon-deatl�bank account or security at his or her death?.............. ❑ �
4. Did decedent own an individual retirement account,annuity or other non-probate properry,which
containsa 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.§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
filing a tax retum are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on ar after July 1,2000:
. The kax 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 a�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(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-�5o8 EX+(o8-i2}
� � pennsylvania SCI�IEDULE E
DEPARTMENT OF REVENUE CASN� BANK DEPOSITS 8E MISC.
INHERITANCE TAX RETURN pERSONAL PROPERTY
RESI�ENT DECEDENT
ESTATE OF: FILE NUMBER:
Walter S. Barrick 2 1 1 300556
Include the proceeds of►itigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivarship must be disdosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Cornerstone FCU Checking Acct#27319 10,509.00
2. Refund from Church of God Home 5,536.00
3. SSI Survivor Paymer� 255.00
TOTAL(Also enter on Line 5, Recapitulation) $ 16,300.00
If more space is needed,use additional sheets of paper of the same size.
REV-15og EX+(o1-io)
� � pennsylvania SCNEDULE F
DEPARTMENTOFREVENUE )OINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Walter S. Barrick 211300556
if an asset became jaintly owned within one year of the decedent's date of death,ft must be reported oo Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A•Josephine L. Barrick 825 N Hanover St.,#207 Spouse
Carlisle, PA 17013
B.
C,
]OINTLY OWNED PROPERTY:
LETfER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
[TEM fOR JOINT MADE INCLUDE NAME OF ftNANCIAL INSTIfUT10N AND BANK AtCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENAIYT ]OINT IDEh7TIFYING NUMBER.ATTACH DEED FOR 101NTLV NELD REAI ESTATE. VALUE OF ASSET INTERESf DECEDENrS INTEREST
1' A' 01118/00 Scudder Destinations Variable Annuity#K111008574 60,505.00 50 30,253.00
2. A. 01l01193 Oppenheimer Municipal Bond Fund#07427420019613 34,935.00 50 17,468.00
3. A. 05/30/86 Personal Residence 6 Robin Dr Cariisle,PA 17015 159,900.00 50 79,950.00
4. A. 01/01/01 Comerstone FCU Chedcing Account#7968 13,627,� 50 6,814.00
5. A. 01l01/01 Cornerstone FCU Savings Account#7968 60.00 50 30.00
6. A. Miscellaneous Personal Properry(sale Price) 11,296.00 50 5,648.00
TOTAL(Also enter on Line 6, Recapitulation) $ 140,163.00
If more space is needed,use additional sheets af paper of the same size.
Rt':-i.lii tXi- i�ts-;:9�
� � � pennsylvania SCHEDULE G
DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND
IPIHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Walter S. Barrick 211300556
This schedule must be tompleted and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH Mo OF DECD'S EXCLUSION TAXABLE
INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DELEDENT AfVD
NUMBER THE DATE OF TttANSFER. ATfACH A COPY OF THE DEEb FON REAL ESTATE. VALUE OF ASSET INTEREST (If APPLICABLE) VALUE
1• Scudder Destinations Individual RetirementAccount#K111202583 62,9ss.00 100 62,s86.00
Beneficiary:Josephine L Barrick,Spouse
TOTAL(Also enter on Line 7, Recapitulation) $ 62,986.00
If more space is needed,use additional sheets of paper of the same size.
itcJ'°i531 Ent i��-i3;
� � pennsylvania SCHEDULE H
DEPAR'TMENTOFREVENUE FUNERAL EXPENSES AND
INHERII'ANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDEMT DECEDENT
ESTATE OF FILE NUMBER
Walter S Barrick 211300556
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' Hoffman Roth-Funeral Expense 11,171.00
2. St Peter's Luthe�ern Church-Funeral Fees 75.OQ
a. Eby Granite Works-Engraving 123.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s}of Personal Representative(s)
Street Address
City__ State 2IP
Year(s)Commission Paid:
2. Attorney Fees:
3. family Exemption: (If decedenk's address is not the same as claimanYs,attach explanation.)
Cfaimant
Street Address __________ _
City_ ____� State_ 2IP ___
Relationship of Ctaimant to Decedent
4. Probate Fees: 163.00
5. Accountant fees:
6. Tax Return Preparer Fees:
7.
TOTAL(Also enter on Line 9, Recapitutationj $ 11,532.00
If more space is needed,use additional sheets of paper of the same size.
k'cv-i�-i�EX+ {2�-i1j
� r pennsytvania SCHEDULE I
DEF'ARTMENT OF REVENUE DEBTS OP DECEDENT,
INHERITANCE TAX REfURN MORTGAGE LIABILITIES 8t LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Walter S. Barrick 211300556
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1• Alert Pharmacy Services 31.00
2. Fensenius Medical Care North America 705.00
3. United States Treasury(50%of tax liability due on Joint return for 2013) 1,490.00
4. PA Department of Revenue(tax liability due with 2013 Retum) 1,372.00
TOTAL(Also enter on Line 10, Recapitulation) $ 3,598.00
If more space is needed,insert additional sheets of the same size,
REV-1513 EX+ (01-LO}
' � pennsylvania SCHEDULE �
DEPAPTMENT OF REVENl1E
INHERITANCETAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Walter S Barrick 21130056
RELATIONSHIP TO DECEDENT AMOUNT OR 5HARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
1• Josephine L. Barrick Spouse 100
825 N Hanover St.,#207 Carlisle,PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEL $
If more space is needed,use additional sheets of paper of the same size,
=yQ#��4 OMB ApprOVat No.2502-0285
� � n.Settlement Statement(HUD-1)
�`�6a.Y CeVP��L
B. Type of Loan
1. i �pf{q 2.�_' RHS 3. � ',Comi.Unins. 6. File Number: 7. Loan Number. 8. Mortgage Insurance Case Number:
4. � �VA 5.'X� Conv.Ins. 1404-0018 6800768608
C. Note:TMs form is fumished to give you a statement of actua!setflement costs. Amounts paid to and by the setNemertt agent are shown.
Items marked 7p.o.cJ`were paid outside fhe closrng;they are shown here/or intametional purposes and are not fncluded in the totals.
t t.wa-0mer�e1
D. Name and Adtlress of Bonower: E. Name and Address of Seller: F. Name and Address of Lender:
Adam M.Kennedy and Jordan L.Kennedy Josephine L Barrick Members tst Federai Credit Union
410 S.York Street 6 Robin Dm+e 500Q Lauise Drive
Mechanicsburg,PA 17055 Carlisle,PA 17015 MethaniCSburg,PA 17055
G. Property Location: H. Setdement Agent:Members 1 st Seftiement Services LL(717)�95•51�0 I. Settlement Date:
6 Ro6in Drive ,000 Louise Drive Mechanicsburg,PA 17055 May 15,2014
Cartiste,PA 1 T015 Place of Seltlement:
Cumherland County,Pennsyivania Disbursement Date
Tax Parceift40.23-0596-023 5000 louise Orive
Mechanicsburg,PA 17055 May 15,2014
J.Summary ot Borrowers Tnnsaction K Summary ot Setler's Transaction
100.Gross AmouM Due irom Borrower 400.Gross Amount Due to Seller
101.Corttrad sales tice 159,900.06 d01.ConUad sales rice 759,900.00
102.Parsonal ro 402.Personal ro
1t�3_Setttement char es to horrower line 14G0 t0.695.50 403-
164. 404.
105. 405_
AdjustrneMS for Itema paid by seiler in advanca AdjustmeMs Por ttems paid by seiler in advance
106.Coun /fw 05/16/14 to 01101/75 313.94 406.Coun /Tw 05/76114 to 01/01115 313.94
107.Coun taxes 407.Count taxes
108.Schooi Taxes 05I16/14 to 07J01114 210.81 408.School Taxes 65/16/14 to 07101/14 210.81
109. 409.
110. 410.
111. 411.
112. 412.
120.Gross mnount due from Borrower 171,120.25 420.Gross amouM due to Seller 160,424.75
200,AmouMs Paid by or in BehaH of Sorrower 500.Reductlons in Amount Due to 3elier
201.Oe sit or earnest mone 1.000.00 501.Excess de osit see instructions
202.Prin ' I amount o1 new loen s 1fi3,163.00 502.Settlement char s to seller Iine 14D0 11 203.00
203.Existi loan s taken su ' to 503.Existi loan s taken sub' d to
204.Gredit tor Ap aisal fee POC B 475.00 504,Pa off of first mo e loan
205.Lender Paid Em I ee Discount Credft 1,631.63 505.Pa oft of second mo a loan
206. 506.Tax Cert from Jennifer Vamer,Tax Coliector t0.D0
Zp7. 507.Dep.disbursed as rocaeds
Zpg. 508.Sewer&Wtr 4/5l-5/15114 66.60
209.Se�lercredit to bu er ra airs a00.00 509.Sellercredit to bu repairs 400.00
Adjusbnerds for ttems unpaid by seiler Adjustrnents for items unpaid by seller
210.Coun (T 510.Coun /T
211.Cou taxes 511.Count taxes
212.School Taxes 512.School T�es
2�3, 513.
214. 514.
215. 515.
216. 516.
Zi�, 517.
yig. 518.
2�g, 519.
220.Total paid bylfor Bomower 166.669.83 520.Total reductio�amou»t due Selfer 11,679.80
300.Cash at 3etttement from/to Borrower 60Q.Cash at SatGement Tromtto Seiisr
307.Gro9s amount due from Borrower Line 120 171 12025 601.Gross emount due to Seiler L"v�e 420 160 424.75
302.Lees amount aid b rtor Borrower Line 220 ( 186.669.63) 602.Less reducfions due Seller 'ne 520 ( 11,679.60
303.CASH FROM BORROWER 4,45Q.62 603.CASH TO SELLER 148,745.15
iTe PubY�c ReporGng BurOen br thia collection ot fMOrmation is astimateA at 35 minules per response for milectrq,reviewing.end repating ihe data.This 2pency may not cdlect this
infom�atbn,antl you are not required fn complete this fwm,unNss N dfspirys a currently vaNO OMB coMrol number.No confidentiality ia a�urod;th��sdoaure fa mandatory.This is
designed to provide the pat4es to a RESPA covered transad"wn with infortnation�ring the seltlemeM process.
PriM0Aon5�9v2U14at�25B57PM 14W�001&78
pr�vaus editions are obsolete �.,,�i
- _ _. _ _
l.Setttement Charges
• • 700.Total Real Es�Broker Fees 59.594.00 aaia From Peid From
pivision of commission pine 70D1 as/ollows: Borrowers Setlers
701.S 4,797.D0 to REIMAX 1 st Advante e Funds at Funds nt
702.$A,797.00 to George L Ebener Associates SettlemeM Settlemant
703.Commission paid at settlement 9,594.OD
704.Broker fee Remax to RE/MAX t st Advantage 300.00
800.Items P able in Connection with Loan
801.Our origination charae S 595.00 (from GFE#1)
802.Your cred'R or charge(points)fw the specific fnterest rete chosen (from GFE#2)
803.Your adjusted ori inatlon charges {from GFE dtA) 595.00
804. preisal fee to Members tst Federa�Credit Union (from GFE#3) 475.00
805.Gredit re A to Members 1 st Federal Credit Union (from GFE N3 13.50
gp6.Tax service from GFE#3
807.Fbod cedficatwn to Members 1st federal Cred'R Union (from GFE#3 12.50
808.USDA Guarantee Fee to Members 1 st Federal Credit Union 3,263.26
900.Poems Required b Lender to be Paid in Advance
901.Interest from 05115H4 to 06I01 t14 to Members tst Fede Q S 16.T6332/day (17 days�3.75000%) (from GFE#10i 284.98
902.Mortgage insurdnce premium tor month to Members tst Federal Credit (from GFE#3)
9D3.Homeowner's insurence for 1_Qyear to Ailstate Insurancx (from GFEA11) 971.91
904. for year to
1000.Reserves ited wifh Lender
1001.Initial deposit for your escrow account to Members 1 st Federaf C from GFE tt9) 1,706.85
1002.Homeow�er's insurance 3.00Omonth5�$ 80.99 per month$ 242.97
1003.Mortgage insurance months�S per month
1D04.TownshiptCity Tax 4.00Omonths�$ 41.52 per month $ 166.08
t005.Annual guarantee fee 2000rrronths�S 53,93 per month $ 107.86
7606.School Taxes 72.00Omonths�5 142.24 per month$ 1,706.88
10Q7, mornhs�S per month
1008.Aggregate Adjustment ($ 515.94)
7100.TitleCha s
1101.Title services and lenders tiHe insurance ta Members tst Serilem (from GFE#4) 1,279.50
1102.Settiement or closin fee
1103.Owners Polic Premium to Penn Attome Ohio Bar Title (from GFE S5 26.00
1104.lenders title insura�ce to Penn Attorneys Ohio Bar Title 355.0�
1105.Lenders title poCtcy limiit
11D6.�Mf181'S titiC{10{i�y IHTIit 387.U0
11�7.Portion of the total tme insura�ce p�emium to Members 1 st Settlement Services I 895.00
1108.Underwriter's portion of the total title iosurance premium!o Penn AKOrneys Ohio $ 26.00 satoo
1109.Nota Fee to Members tst Settiement Services lLC S Z0.00 10.00
111p.Ovem htFee
1111.Eledronic TransmHtal Fee to Members 1 st Settlement Recording $ 9.50
12UQ.Govemmant Recording and Transter Cha a
1201.Govemment recordin charges to Members 1 st Settlert�.r.t Rero (from GFE#� 168-00
1202.Deed$ 67.00; MortQage$ 101.00; Releases$
1203.Transfer taxes to Members 1 st Settlement Recording AccouM (from GFE#8) 1,599.00
1204.Cit lCounry tax/stamps Deed S 7,599.00; Mortgage 5 �`�-`-'�
1205.State taulstamps Deed$ 1,599.00; Mo a e$ 799.50
1206.Addtl ReCOrding
1300.Add9tional SettlemeM Cha
1301.Required services that you can shop for (from C3FE#6)
13�2.
�303.
1304.
1305.
1400.TatalSeltkment Charges(enter on Iines 103,Secfron J and 502,Sectbn K) 10,695.50 t 1,2D3.00
The undersigned hereby acknowledge receipt of a completed copy of this sNatement and any ariachments reterred to herein
Borrower Sel�er
Adam Nl Kennedy Josephine L Barrick
Jordan L.Kenrredy
TO THE BEST OF MY KNOWLEDGE,THE HUD-1 SETfLEMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF Tt-IE
FUNOS WHICH WERE RECEIVED AND HAVE BEEN OR WILL BE DISBURSED BY THE UNDERSIGNED AS PART OF THE SEITLEMENT OF THIS
TRANSACTION.
Members 1st Settlement Services LLC,Seitiement Agent
WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AtdD IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S.CODE SECTION 1001&SECTION 1010.
PriNetl on SFJl2014 et 125657PM t494001876
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REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
�
i, �
No. 2013- 00556 PA No. 21- 13- 0556
Estate Of: WALTER S BARRICK
/First,Middle,LastJ
Late Of: NORTH M/DDLETON TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No:
WHEREAS, on the 14th day of May 2013 an instrument dated
May 31st 2000 was admitted to probate as the last will of
WAL TER S BARRICK
(FirsT,Middle,Lasti
late of NORTH M/DDLETON TOWNSH/P, CUMBERLAND County,
who died on the 6th day of May 2013 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wi11s in and
for CUMBERLAND County, in the Commonweal th of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
JOSEPH/NE L BARRICK
who has duly qualified as EXECUTOR(R/XI
and has agreed to administer the estate according to law, a11 of which
fully appears of record in my offi ce a t CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 14th day of May 2073.
✓� �` '`.� �� � � � "`'4 �0. � ��
" '` eg�s er of Wils ;' n '
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'� � E�-z'��' 4.� i' ., Y������. � .�`' .r
Deputy
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
. ' .�{,� ���.��
`� LAST WILL AND TESTAMENT
;;
,;
;j OF
„
;
d WALTER S. BARRICK
` I, Walter S. Barrick, of Cumberland County, Pennsylvania, being of sound mind, memory
�_
ifi
!.� and understanding, do hereby make, publish and declare this as and for my Last Will and
js
1�
'� Testament, hereby revoking all other wills and codicils heretofore made by me.
;
�' FIRST #
I'
!� '
� I direct the payment of my debts and the expenses of my last illness and funeral from my :
� 4
� estate as soon after my death as canveniently may be done. I ha.ve provided for my interment. $
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i SECOND �
;
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�� I�ive, devise and bequeath my entire estate of whatever nature and wherever situate to �
I
� my wife, Josephine L. Barrick, if she sha11 survive me by thirty(30) days. In the event my Wife �
!
predeceases me or fails to survive me by thirty(30) days, then I give, devise and bequeath my �
�
, � entire estate as follows: Seventy-five(75%)percent shall be equally divided between my �
;
daughters,Lorilee Ann Geisweidt and Susan Elaine Stott. If Susan Elaine Stott predeceases me, �
�
her interest shall pass to Lorilee Ann Geisweidt or her issue if she also predeceases me, in equal �
�
�
shares. Twenty-five(25%)percent shall be equally divided between or amongst my grandchildren �
I
,
inheriting hereunder, per capita. In the event any of my grandchildren is not older than twenty- �
five(25)years of age, then that interest shatl be placed in trust as set forth herein. . ?
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THIRD
f,
In the event I am not so survived by my said wife Josephine L. Barrick, and a portion of
my estate passes to an heir under the age of twenty-five(25), then that portion of my estate
`' passing to the heir shall be placed with my daughter,Lorilee Ann Geisweidt, as Trustee. In the
�; event my daughter, Lorilee Ann Geisweidt is unable or unwilling to serve, I appoint my daughter,
:;
i�
�; Susan Elaine Stott as Trustee under the following conditions:
;3
;;
`; 1. My Trustee shall pay principal and income to or for the benefit of the heir
�i �
� during his or her life as my Trustee, from time to time, sha11 deem advisable for the health, a
;
1 maintenance, support and complete education of such heir and the members of his or her 4
� ;
i
immediate family. �
, � ;
_
; 2. Notwithstanding the foregoing provisions, after attainment of twenty-one �
�
1 '
(21)years, each heir may withdraw one-third(1/3)af the principal of his or her trust valued as of �
�
said birthday or the date of division into shares, if later; and after attaining age twenty-five(25) �
3
years, each heir may withdraw the remainder of said principal and undistributed income. �
3. In the event of the death of a trust beneficiary prior to age twenty-five(25) �
�
then my Trustee shall distribute any remaining principal and interest as such beneficiary sha11 �
�
Iappoint by specific reference to this power in his or her will, or if such power is not exercised in '
1 �
full,the unappointed principal shall be distributed to his or her issue, per stirpes, or in default of 1.
;
�
such issue to m issue er stir es; provided however, an ortion of such rinci al which �
, Y , P P , YP P P � .
�
would be distributed to any beneficiary for whom a trust is then held hereunder, shall be added to �
such trust. �
�
�
9
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E �
� ;
, �
. �. � � ,�
' would be distributed to any beneficiary for whom a trust is then held hereunder, shall be added to
'�;
such trust.
,� 4. Should the principal of any trust herein provided for be or became too
'�
' sma11 in my Trustee's discretion to make establishments or continuance of the trust advisa.ble, my
�;
1:
i,
�? Trustee may distribute the remaining principal and any accumulated or undistributed income
j�
,
;3 outright to the beneficiaries in the proportions to which they are then entitled to. The receipts and
�i
;? releases of the distributees will terminate absolutely the rights of a11 persons who might otherwise
� �
i have future interest in the trust, whether vested or contingent,without notice to them and without
� �
4 the necessity of filing an account with the court. °
. �
�� 4
�� FOURTH �
i 3
,� t
I direct that no executrix, guardian or other fiduciary named, nominated, or appointed by �
�
�.
�
this my Last Will and Testament shall be required to post any bond or give any security of any ?
�
r
type for any purpose whatsoever, any law or rule of the court of the Commonwealth of !
�
Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct that the law of the �
i
,
�
Commonwealth of Pennsylvania sha11 apply to any interpretation or application of the validity of �
�
�
0
this instrument.
FIFTH
My executrix sha11 have the following powers in addition to those vested in them by law �
i
and by other provisions of this will, applicable ta all property, real, personal or mixed and �
I
�
wheresoever situate, including property held for minors, whether principal or income, exercisable j
�
�
E
without court approval, and effective, with respect to each item of said property until actual �
�
I
distribution thereof. `
�
�
�
�
i
I d
i
1� �
;
_ _ __ _ _ _ _ __ .
. f ,� • �
A) To retain, as investments of my estate or trust, any or a11 assets of my estate,
rea1, personal, or mixed,without regard to any principal of divers�cation, and to purchase and
;` �acquire real or personal property and to hold any or all of such real and personal property retained
; or acquired without making the same productive of income.
;�,
i; B} To permit the children, or any of them,to occupy any real estate retained or
�;
`� acquired upon such terms and conditions as my executrix or,trustee sha11 deem proper.
i; � ,
�;
;} C) To pay ail taxes, charges and expenses of maintenance, upkeep, impravements,
�� i n reservation and investment of any retained or acquired real or personal ;
� development, protect o , p �
, '� '
property, such payments to be made from either principal or income as my executrix or trustee �
�
�
; shall determine. �
� �
R, D) To retain or invest any and a11 funds, whether principal or income, in any real �
�� or ersonal ro e without restriction to legal investments;to purchase investments at �
P P A rtY �
�
premiums;to exercise all rights of a security holder or share holder in any corporation;and to �
�
lease, mortgage, pledge, give options upon or sell at public or private sale and without approval �
of any court, any real or personal property, or portion or portions thereof, irrespective of the �
i
manner or the means by which the same was acquired by my said executrix or trustee.
E) To make payment or distribution herein provided for in cash, kind or partly in �
cash and partly in kind, at valuations fixed by my executrix or trustee at the time of distribution. �
`1
1
SIXTH i
3
Any and all payment or payments of any sum or sums, whether in cash or in kind and �
f
i
whether for principal or income, payable to an heir, or any of them, shall be made upon the sole �
�
,
� receipt of the respective individual to whom the payment is made, and free from anticipation, �
1
�� '
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�� ,
� � . � � ��
'` alienation, assignment, attachment, and pledge, and free from control by the creditors of any such
;; beneficiary.
�
? SEVENTH
�= I appoint my wife, 7osephine L. Barrick, Executrix of this my Last Wili and Testament.
;f
,;
!' Should my said Executrix fail to survive me or for any reason fail to qualify as Executrix, then I
;�
=; ;
�i
; appoint my daughters, Lorilee Ann Geisweidt and Susan Elaine Stott, Executrices of this my Last
£�
;.,
"� Will and Testament.
j IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and '
;
;
�� Testament, consisting of five(5)typewritten pages, the first four(4) of which bear my signature :
�� �
�� in the margin for the purpose of identification, this 31 st day of May, 2000.
�
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(SEAL) 3
. ;
ALTER S. BARRICK i
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Signed, sealed, published and declared by the above named testator,Walter S. Bamck, as ;
�
and for his Last Will and Testament, in the presence of us,who, at his request, in his sight and �
,
�
presence, and in the sight and presence of each other, have hereunto subscribed our names as �
i
' nesses. �
— L� ,
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�' ' � nDDxESS "� ' ; �
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.f AT�T y l } i !.. � t : 1 l �1 t`,/! �
L�_r �t.�.,'li�,-I4.1�, � ,^�r�-'� 1'1LL�SS�`�r � � ���-��.., s i ( �.fi i�tr [' ���('�' _ ... t.; �i
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'� COMMONWEALTH OF PENNSYLVATTIA :
;; : SS.
„
;{ COUNTY OF CUMBERLAND � .
" ,(�cu.�-c-o���-�- and ��tQ�cG�c�1��� ,
We, Walter S. Barrick,
the testator and the witnesses, respectively, whose names are signed to the attached or foregoing
i;
;� instrument,being first duly sworn, do hereby declare to the undersigned authority that the testator
t�
j� signed and executed the instrument of his Last Will and Testament, and that he signed willingly `,
i;
� �
i j and that he executed as his free and voluntary act for the purposes therein expressed, and that
,
i :
� each of the witnesses, in the presence and hearing of the testator, signed the Will as witnesses, and �
� �
that to the best of their knowledge, the testator was at the time eighteen(18)years of age or �
�
�
! older, of sound mind and under no constraint or undue influence. �
i '
� Sworn to and subscribed before me this 31 st day of May,2000. �
I �
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�
Notariai Seai � �
Angela F.Unger,Notary Public �
Carlisle Boro,Cumbe►tand County '
My Commission Expires Oct.7,2pp0 �
Member.Pennsylvania Association of Nataries g
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