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HomeMy WebLinkAbout07-31-14 J 1505610105 REV-1500 Ex(o2-r1)(FI>n enns OFFICIAL USE ONLY PA Department of Revenue P£ yyvania County Cede Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 28o6o1 + = 01 O O„L © 7 Harrisburg PA 19128-0601 RESIDENT DECEDENT a ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMODYYYY Date of Birth MMDDYYYY 10/17/2013 06/19/1935 Decedent's Last Name Suffix Decedent's First Name MI Barber Edwin . L (lf Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Barber Virginia D Spouse's Social Security Number THIS RETURN MUST BE PILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW CW 1.Original Return C= 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13.82) C7 4. Limited Estate C= 4a.Future Interest Compromise(date of C= 5, Federal Estate Tax Return Required death after 12-12-82) OD 6,Decedent Died Testate C= 7.Decedent Maintained a Living Trust d 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) .C= 9. Litigation Proceeds Received C= 10.Spousal Poverty Credit(Date of Death C= 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1.96) (Attach Schedule 0) CORRESPONDENT- THIS SECTION MUST BE COMPLETED,ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD DE DIRECTED TO: Name Daytime Telephone Number Alan A. Sanders, Esquire 1 (167) 338-1306 REGISTER WILLS USE 04 1 C DJ First Line of Address 1801 Market Street Second Line of Address Suite 2300 -- -' City or Post Office State ZIP Code D QED r-t-1 Philadelphia PA 19103 x Correspondent's e-mail address: asanders@offitkurman.com Under penalties 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 or preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNA URE OF PERSON RESPON LE FOLG S ADDRESS Z 3 9 Flanders Court, Waldorf, MD 20602 SIGNATURE OF P/R]=PARER O THAN REPRESENTATIVE f r� f DATE ADDRESS tst � 1801 Market Street, Suite 2300, Philadelphia, PA 19103 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 1505610205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: Edwin L. Barber RECAPITULATION 1. Real Estate(Schedule A). ..... . . ............... ... .......... . 2. Stocks and Bonds(Schedule B) . . ............................... ....... 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. 4. Mortgages and Notes Receivable(Schedule D)......... .......... ........ 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E)....... S. 2,781.00 6. Jointly Owned Property(Schedule F) C=) Separate Billing Requested ...... . 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) C=) Separate Billing Requested........ 7. 8. Total Gross Assets(total Lines 1 through 7).......... .............. ..... 8. j 2,781.00 9. Funeral Expenses and Administrative Costs(Schedule H)..... .............. 9. 4,825.00 10. Debts of Decadent, Mortgage Liabilities and Liens(Schedule 1)............... 10. 11. Total Deductions(total Lines 9 and 10).... .... .:.... ................... 11. 12. Net Value of Estate(Line 8 minus Line 11) ............. ............. .. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) .................. ....... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13) ....................... . 14. 0.001 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers;under Sec.9116 (s)(1.2)X.0- 1 15. 0.00 16. Amount of Line 14 taxable at lineal rate X.0_ 1 16. 17. Amount of Line 14 taxable . at sibling rate X.12 1 17. 18. Amount of Line 14 taxable at collateral rate X .15 .. . ......... 19. TAX DUE ........... ... ..... ....................... ..... .......... 0.00��l 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C=:) Side 2 1505610205 1505610205 REV-1500 Ex(FI) Page 3 File Number a I ;-O/q Decedent's Complete Address: DECEDENT'S NAME Edwin L. Barber STREETADDRESS 289 Founders Way CITY STATE ZIP Mechanicsburg, PA 17050 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments S.Discount Total Credits(A+B) (2) 0.00 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (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.......................................................................................... ❑ N b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ 0 c. retain a reversionary interest .......................................................................:...................................................... ❑ 0 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 consideration?.............................................................................................................. ❑ 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)1. 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 return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a stepparent of the child is 0 percent 172 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 F2 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-15oB EX+(oB-u) i pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Edwin L. Barber ,2 I - 7 of 4` o lo-7 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2007 Ford Taurus-see attached 2,581.00 2, Miscellaneous personal property 200.00 TOTAL(Also enter on Line 5, Recapitulation) $ 2,781.00 If more space Is needed,use additional sheets of paper of the same size. REV-1511 EX+ (08-13) 19 pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Edwin L. Barber 2 t icy/d O 02-L)7 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Parthemore Funeral Home 3,825.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State_ZIP Year(s)Commission Paid: 2. Attorney Fees: 500.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State_ZIP Relationship of Claimant to Decedent 4. .Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 500.00 1. TOTAL(Also enter on Line 9, Recapitulation) $ 4,825.00 If more space is needed,use additional sheets of paper of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE 7 DEPARTMENT OF REVENUE INHERTTANCE TAY RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Edwin L. Barber Z f — "v ZC 7 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE 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. Virginia D.Barber,3139 Flanders Court,Waldorf,MD 20602 Spouse 100% 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 TAXIS 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 SHEET. $ If more space is needed,use additional sheets of paper of the same size. 2007 Ford Taurus SE Sedan 4D Trade In Values -Kelley Blue Book Page I of 3 O't 41a ZIP CODE:D8730 Sign in(or Sign up) home I car values cars for sale car reviews awards&top 10s research tools ICI Popular at KBB.com 10 Most Affordable New Cars I Ad rnant why ads? 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(updated weekly) Helpful Resources from KBB.com New Cars You Might Like Apply for Financing Get Selling Advice Check Local Prices Lock in your loan,then See the pros and cons See what people near you shop for your next car. of different ways to sell.I are asking for their cars. i 2019 Ford Taurus View Search Cars for Sale Get a Used Car Report near Brielle � var�ss 2014 Chevrolet Impala Get the Information You Need on This Ford Taurus 2007 Ford Before You Buy View Search 2019 Chrysler 300 En(er V!N(optlonaQ Go -r: report today and run VINS as you,,,g*,fSewed Cars i I My Saved Cars Save car view http://www.kbb.com/ford/taurus/2007-ford-taurus/se-sedan-4d/?vehicleid=83 707&intent=t... 2/12/2014 A., WILL OF C" EDWIN L. BARBER I,EDWIN L.BARBER of Silver Spring Township; Cumberland County, Pennsylvania,declare I this to.bemy last will and revoke any will previously made by me. ITEM I. I"direct that.all my,just debts.and funeral expenses, including my gravemarker.and all expenses of my last illness,and any and all taxes and assessments imposed by any governmental body as a result of my death,whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of i my estate. .ITEM II. I give, devise,and bequeath all of my possessions and estate of every nature and I wherever situate to my wife,VIRGINIA DOYLE BARBER,provided she survives my death by sixty(60) days. 1� ITEM III. Should.my said wife,VIRGINIA DOYLE BARBER,predecease me or be deceased on the sixty-first day after my death,I give,devise,and bequeath"the sum of Five Hundred($500.00) Dollars to each of.my grandchildren as survive my death by sixty(60) days. The purpose of this gift is for the grandchildren to open a savings account with these funds. TTEM N. I give,"devise, and bequeath'all'the rest,residue and remainder of my estate of every nature and Wherever situate as follows: A. One-half thereof to my wife's children, GERALDINE LYNN ENGEL,LINDA MARIE ENGEL,CHRISTI ANN ENGEL,and ANTHONY JAMES ENGEL, JR,, provided that each survive my death by sixty(60)days: In the event that any of them do not so survive my death,I direct that child's portion pass to my wife's other children who survive my death by sixty(60)days. B.. One-half thereof to my children,ANDREW LOUIS BARBER and NEVIN LOUIS BARBER,provided they survive my death by sixty(60) days. In the event that, either of them do not so.survive my death,I direct that child's portion pass to my other child who survives my death by sixty(60)days. Page 1 of 4 r t TTEM V. I appoint my wife,VIRGINIA DOYLE BARBER, executrix of this my,last will. Should my said wife predecease me or otherwise fail to qualify or cease.to serve as executrix of this my last will, I appoint my son,ANDREW LOUIS BARBER, and my wife's daughter,GER=ALDINE LYNN ENGEL, co-executor and co-executrix of this my last will. Either either of them predecease me or otherwise fail to qualify or cease to serve hereunder, I appoint the survivor to serve_as executor-or executrix of this my last will. ITEM VI. All of the interests of the-beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. ITEM V11. In addition to the other powers and.authorities granted to my personal representative by Pennsylvania Law and by the other terms and provisions of this will,I hereby give to my personal representative the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim or controversy;to make distribution in cash or in kind, or partly iu cash and partly in kind,.and iu such manner as my personal representative may determine and at valuations finally to be fixed by them;to invest in all.forms of property,ihetuding any stock or other securities in any corporate fiduciary or its successor without.restriction to investments authorized for Pennsylvania fiduciaries, as my personal representative deems proper, without regard to any principle of risk or diversification; to retain any or all.assets of my estate;real or personal,without regard to any principle ofrisk or diversification; to sell at public or private sale, to exchange; or to lease for any period. of time, any real or personal'property and to give options for sales, exchanges,or leases, for such prices and upon such terms or conditions as my personal representative deems proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM VIII. 'I direct that my personal representatives and fiduciaries shall notbe required to give bond for the faithful'performance of their duties in any jurisdiction. n IN WITNESS WHEREOF,I have hereunto set_my hand this Ol�day-of 2012. EDWIN L. BARBER Page 2 of 4 I r The preceding instrument,consisting of-this and TWO other typewritten pages,each identified by the r signature of the testator was on the date thereof signed,published, and declared by EDWIN L. BARBER, 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 j subscribed our names as witnesses hereto, j ' I I i Samuel L. Andes r Amy liar ' s i Page 3 of 4 I I COMMONWEALTH OF PENNSYLVANIA (SS.: COUNTY OF CUMBERLAND ) I The undersigned,being the testator whose name is signed to the attached or foregoing instrument,having been duly qualified according to law,does hereby acknowledge that I signed and executed the foregoing instrument as my last will,that,Isigned it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. EDWIN L.BARBER Sworn or affirmed to and acknowledged before me by the testator named above I' this I Zu- day of m^LY 2012. CO MONWEALTH OF PENNSYLVANIA Notary Public NOTARIALSEAL LYNNENRENFELD NOTARY PUBLIC CITY OFLEMOYNEBOROUGH CUMBERLAND COUNTY MY COMMISSION EXPIRES FEB.1.2013 1I{ COMMONWEALTH OF PENNSYLVANIA .) (SS.: COUNTY OF CUMBERLAND ) j i WE, SAMUEL L. ANDES and AMY HARKINS,the witnesses whose names are signed to the attached or foregoing instrument,being duly qualified according to law, do depose and say that we were present and saw the l testator sign and execute the instrument as his last will;that he signed it willingly and that he executed it as his free I and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge,the testator was at that time 18 or more years of age, of sound mind,and under no constraint or undue influence. rL a el L.An es MA'41bhtu—y-\V Sworn or affirmed to and Amy HarVAs acknowledged before me this t l-y— day of glA`! 2012. i CAMMON\WALTH OF PENNSYLVANIA i _ L NOTARIAL SEAL Notary Public LYNN EHRENFELD,NOTARY PUBLIC CITY OFMY MOMM SI SI0 EXPIRES FEBA1,2013 UUNNTTY Y I Page 4 of 4 FILE IN DUPLICATE will Adm. No. 21-00207 20 14 Filed RFGISTFR OF WILLS COMMONWEALTH OF PENNSYLVANIA COUNTY of ss INVENTORY Virginia D. Barber Personal Representative(s)of the Estate of Edwin L. Barber deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said decedent,that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- tory are tale and correct. I understand that false state. Virginia D. Barber ments herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unswom falsification to authorities. Attorney-- (Name) Alan A. Sanders 13449 (SuP.Cr.I.C.No. Address Ten Penn Center, 1801 Market Street, uite 2300,Philadelphia,PA 19103 DATE OF DEATH UST RESIDENCE DECEDENTS SOC.SEC.ND. 10-17-2013 289 Founders Way, Mechanicsburg, PA FIGURES MUST BE TOTALED Automobile $2.581 Miscellaneous personal property 200 $2,781 NOTE: The Memorandum of real estate outside the Commonucelth of Pennsylvania may,at the election or the personal representative include the value of each item,but such figures should not be extended into the total of the Inventory. (See section 3301(b)PEFCode q(1972.) This form to be used only in estates of persons dying on or after February 73,1956. 9.79.05