HomeMy WebLinkAbout08-19-14 pFCfiRnEo GFFICC OF
2u14 AUG 19 a'1, 9: 04
FAMILY SETTLEMENT AQ � ENT
Gl1ty+BERA CO., PA
THIS FAMILY SETTLEMENT AGREEMENT is made as of this day of
J U w ,2013,by Mark Lawrence Barton, individually and as Executor of
the Last Will and Testament of Dorothy B. Barton, of 4 Dishley Drive, Mechanicsburg,
Pennsylvania, 17055.
WHEREAS,Mark Lawrence Barton is the sole beneficiary of the Last Will and Testament
of Dorothy B. Barton; and
WHEREAS. Mark Lawrence Barton was named Executor under the Last Will and
Testament of Dorothy B. Barton; and
WHEREAS,the said Executor has caused an Inheritance Tax Return,in the form attached
hereto as Exhibit "A,'' incorporated herein by reference and made a part hereof, to be duly
prepared for filing with the Register of Wills of Cumberland County; Pennsylvania, which return
reflects all assets of the Decedent known to the said Executor excepting income to the Estate, if
any, and all debts of the Decedent known to him excepting inheritance and income tax obligations
of the Decedent and the Estate, if any; and
WHEREAS, following the filing of said returns, the Executor and beneficiary shall
personally assume any potential liability forpossible additional debts or tax liabilities which might
accrue to the said Estate. '
NOW, THEREFORE, INTENDING TO BE LEGALLY BOUND, the party hereto agrees
as follows:
1. The Executor of the Estate of Dorothy B. Barton hereby releases and waives any right
which he may have to a commission or fee in connection with his duties as Executor.
2. The assets of the Estate of Dorothy B. Barton have been distributed pursuant to the said
Last Will and Testament to Mark Lawrence Barton. The Executor and beneficiary herein
acknowledges waiver of the right to receipt, review and approval of an informal accounting of the
Estate account and approves the distribution.
3. The party hereto acknowledges notice that,pursuant to the laws of the Commonwealth
of Pennsylvania, the residence of Dorothy B. Barton when she died, creditors have a six-month
period of time following advertisement of the granting of Letters Testamentary within which to
submit claims to the Executor of the Estate. Advertising of the grant of Letters Testamentary was
accomplished by publication in the Cumberland Law Journal, the legal publication of the
Decedent's last residence, on March 29, April 5, and April 12, 2013, and by publication in The
1
Sentinel, a periodical of general circulation in the county of the Decedent's last residence,on April
3, April 10, and April 17, 2013. The first date for publication; therefore, being April 3, 2013.
Copies of the official proofs of publication are attached hereto as Exhibits"B."
Furthermore, the undersigned acknowledges notice that the Commonwealth of
Pennsylvania, or other taxing authorities having jurisdiction, may tax the Estate or income of the
decedent, creating debts not contemplated by the Executor. In the event that the debts of
creditors, the tax obligations and other liabilities of the Estate are realized; then the undersigned
agrees to return,repay and contribute to the Estate a share sufficient to satisfy the amount of such
claims or liabilities, but only in`such event.
4. The undersigned acknowledges notice that,pursuant to the laws of the Commonwealth
of Pennsylvania, such party is entitled to the filing of an accounting with the Court of Common .
Pleas of Cumberland County, Orphan's Court Division, by which the Executor, by sworn
statement and affidavit, verifies the assets received by him in administering the Estate and the
expenses incurred in connection with its probate. Notwithstanding such notice;and in the interest
of economy and conservation of Estate assets;the undersigned waives and relinquishes such right
to require such an accounting being the Executor and sole beneficiary,it being the intention that no
such accounting shall be filed.
5. This Agreement relates to an Estate being administered in the Commonwealth of
Pennsylvania, and to a Decedent of the Commonwealth of Pennsylvania. Accordingly, this
Agreement shall be governed by the laws of the Commonwealth of Pennsylvania.
6. This Agreement shall be.binding upon the undersigned, his heirs, successors and
assigns.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and
year first written above.
WITNESS:
+r""'-'����' Mark Lawrence Barton,Executor
G eft 92&„ ?2
Mark Lawrence Barton
2
COMMONWEALTH OF PENNSYLVANIA
SS.:
COUNTY COUNTY OF 'd° Ah")
On this,the_d day of BUG ,2013, before me, a Notary
Public, the undersigned officer, personally appeared Mark Lawrence Barton, individually and
as Executor,known to me(or satisfactorily proven)to be the person whose name is subscribed to
the within instrument and acknowledged that he executed the same for the purposes herein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
�&a
CO MONV EALTH OF PENNS�I:VAWA Notary Pul lC
NOTARIAL SEAL My Co r fission Expires: 3 `13°/5
LJOHN R.BEINHAUR,Notary Public (SEAL)
Lower Paxton Twp.,Dauphin County
y:CommiBsion Expires March 13,2015
NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE - DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 10-07-2013
ESTATE OF BARTON DOROTHY B
DATE OF DEATH 10-25-2012
FILE NUMBER 21 13-0121
COUNTY CUMBERLAND
BEINHAUR ESQ JOHN R ACN 101
3964 LEXINGTON ST APPEAL DATE: 12-06-2013
HARRISBURG PA 17109-2618 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE -+ RETAIN LOWER PORTION FDR YOUR RECORDS F
REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARTON DOROTHY BFILE NO. :21 13-0121 ACN: 101 DATE: 10-07-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON% ORIGINAL RETURN
1. Real Estate (Schedule A) (1) . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 44,634 .76
6. Jointly Owned Property (Schedule F) (6) 5,961 .22
7. Transfers (Schedule G) (7) . 00
B. Total Assets (B) 50 ,595. 98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 5,880 .56
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 13,446 .23
11. Total Deductions (11) 19,326.79
12. Net Value of Tax Return (12) 31 ,269. 19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) . DO
14. Net Value of Estate Subiect to Tax (14) 31 ,269. 19
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .DO
16. Amount of Line 14 taxable at lineal rate (16) 31 .968- 19 X 045 = 1 ,407. 11
17. Amount of Line 14 at sibling rate (17) . 00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due C19)= 1 ,407. 11
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-23-2013 C0 017926 . DO 1 ,407 . 11
TOTAL TAX PAYMENT 1 ,407 . 11
BALANCE OF TAX DUE . 00
INTEREST AND PEN. . 00
TOTAL DUE . 00
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR). YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
7.77! state.a!L! �. °82 'f�_ mares{m aetafc le traneFarmrl In nnavus.inn n
enloyrr'e 1,f.. -.ofla.., el � �t ;- f I- -e��r'� n B- hp�P ah,r ,T anv r a,2 to; life Or ve m.the Com.mcnNc2 th
HFI-I lNi) K sli) A refund of a tax creair noT rea_uesiea oti The tax return may be requealeu uy Omen piubily an Appiw'a4oit iu, rill-11-1—
Pennsylvania Inheritance and Estate Tax (REV-1313). Appllcanons are available from the department's web site at
www.rev,nue.state_pa:us,any Register of Wills or Revenue District Office,or from the department's 24-hour forms ordering
service. 1-800-362-2050;services for taxoavers with special hearing and/or speaking needs: 1-800-447-3020(TT only).
Please allow 4-6 weeks from the date a refund was granted to arrive.
OBJECTIONS: Any party in interest not satisfied with the appraisement,allowance or disallowance of deductions,or assessment of tax
(including discount or interest)as shown on this notice may object within 60 days of the date of receipt of this notice by
A) Filing an appeal online at www.bgardofappaals_state.pa.us on or before the appeal date identified on the front of this notice.
Or sending a written protest to: PA Department of Revenue, Board of Appeals, PO.BOX 281201, Harrisburg PA 17128-1021;
B) Having the matter determined at audit of the account of the personal representative;or
C) C)Appealing to the Orphans'Court.
ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to:PA,Department of Revenue, Bureau of Individual
CORRECTIONS: Taxes,ATTN: Post Assessment Review Unit,PO BOX 280601,Harrisburg PA, 17128-1021, Phone(717)787-6505. See page 4
Instructions for Inheritance Tax Return for a Resident Decedent(REV-1501)for an explanation of administratively correctable
errors.
DISCOUNT: If any tax due is paid within three calendar months after the decedent's death,a five percent discount of the tax paid is allowable.
INTEREST: Interest is charged beginning with first day of delinquency,or nine months and one date from date of death,to the date of
payment. Annual interest rates are available on Form REV-1611,available at www.revenue.state pa.La,or upon rquest by
calling 1-888-728-2937.
Interest is calculated as follows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days beyond the date of the
assessment. If payment is made after the interest calculation date show on the Notice,additional interest must be calculated.
REV-1, 500 Ex{41.10)
1505610143
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania Caamy cone Year File Numoer
Bureau of Individual Taxes oseAa.n-rx,oe ae�e�:a_
PO BOX,280501 INHERITANCE TAX RETURN 21 13 00121
Harrisburg,PA 17128-0661 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
10 25 2012 10 01 1917
Decedent's Last Name Suffix Decedent's First Name MI
BARTON DOROTHY B
(If Applicable)Enter 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 OVALS BELOW
0 1. Original Return 0 2, Supplemental Return M 3 Remainder Return(date of death
prior to 1243-82)
4. Limned Estate 4a.Future lotarest campear ee ❑ 5. Federal Estate Tax Return Required'
(date of ueath after 12-12oe)
g Decedent Drell Testate 7, D...den!Nainlalned a UvIng Trual T 8. Total Number of Safe Deposit Boxes
(Art..Copy o:Will) (AGamh Copy of Trisi) —`--
❑ 9. Litigation Proceeds Received tit. spousal Poverty Credit(date of death 11 Election to tax under Sec.9113(A)
between 12.31-91 and 1-1-95) (Attach Sch.O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime TelepfTOAe,Alumper„-u
JOHN R BEINHAUR ESQUIRE 7i��'] 651 10F0 ;'
Sl
FECG ST=_R OF RILLS USE-ONLY
C,J r
First line of address
3964 LEXINGTON ST
Second line of address -I r
DATE FILED
'
City or Post Office State ZIP Code
HARRISBURG, PA 17109
Correspondent's e-mail address: frb @bclegal.com
Unde-penalres of perjury,I declare that I have examined this return,including accompanying e @redules and statement=_,arid to the best of my knowedge aid belief,
it is true,consul and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE rpR FILMG RETURN DATE
Ill Mark Lawrence Barton D Ll I 13 If AQG— Rc�l
4 Dishley Drive, Mechanicsburg, PA 17055
SIGNATURE OP PREPARER OTHER THAN REPRESENTATIVE DATE
John R Beinhaur Esquire ( /2 j
ADDRESS P
3964 Lexington St., Harrisburg, PA 17109
Side 1
1505610143 1505610143 ,�
1505610243
REV-1500 E>:
Decedent's Social Security Number
Ncedent's Name: BARTON, DOROTHY B
RECAPITULATION
1, Real Estate(Schedule A)........................................................
............................_.... 1.
2. Stocks and Bonds(Schedule 8).........___......................................,....................- 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C}.......... 3.
4. Mortgages&Notes Receivable(Schedule D)_........................___........................ 4.
5, Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5, 44 , 634 . 76
6. Jointly Owned Property(Schedule F) [] Separate Billing Requested-,____ 6. 5 , 961 . 22
7. inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) [] Separate Billing Requested............. 7, 0 . 00
g. Total Gross Assets(total Lines 1-7)........................................................_............. g 5 () , 595 98
9. Funeral Expenses&Administrative Costs(Schedule H)......................................_- 9. 5 , 8 8 0 56
10 Debts of Decedent,Mortgage Liabilities,&Liens(Schedule(}.............................._ 10. 13 , 446 . 2 3
1 1, Total Deductions(total Lines 9&10).............................................-....................... 1 1. 19 , 3 2 6 . 79
12. Not Value of Estate(Line&minus Line 11)......................................------....._........ 12, 3 1 , 2 6 9 . 2. 9
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to lax has not been made(Schedule J)..,....................1...... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13).................................._.._......... 14, 31 , 269 . 1 9
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X .00 15.
16. Amount of Line 14 taxable 16 1 407 1 1
at lineal rate X -045 31 , 269 . 19
17, Amount of Line 14 taxable
at sibling rate K .12
7.
7S. Amount of Line 14 taxable
at collateral rate X .15 'S
1 9. Tax Due..................... ....................................................................................... 1 9. 1 , 4 0 7 . 11
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505610243 1505610243
REV-1500 EX Page 3 File Number 21 - 13 - 00121
Decedent's Complete Address:
DECEDENT'S NAME
Barton,`Dorothy B
STREET ADDRESS
5225 Wilson Drive 102
Betheny Village
CITY - STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1, Tax Due(Page 2,Line 19) (1) 1 ,407.11
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 difference. This is the OVERPAYMENT. (4) ,
Check 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. (5) 1 ,407.11
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............................................._............._... ... `nL [x]
b. retain the right to designate who shall use the property transferred or its income.....................................
c. retain a reversionary interest;or.............................................. ................................................................... ❑ x
d. receive the promise for life of either payments,benefits or care?........... .............. El x
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 security at his or her death?......... 0 L1
4. Did decedent own an Individual Retirement Account,annuity,or other non-probate property which
contains a beneficiary designation?...................................._........ .....................................................
................ a ❑x
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)0)].
For dates of death on or after January 1, 1995,the is>:rate imposed on the net value of transfers to or for the use of the surviving spouse c 0 percent
[72 P.S.§9116(a)(1.1)(it)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statuto requirements for discl losure of
ry
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 1,20DO:
•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)1.
•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 1.2)[72 P.S.§9116(a)(1)]
•The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.$9116(a)(1.3)I. A
sibling Is defined under Section 9102,as an individual who has at least one parent in common with the decedent,whether by Noun or adoption.
SCHEDULE
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT -
FILE NUMBER
ESTATE OF Barton, Dorothy B 21 - 13 - 00121
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
DEATH
NUMBER
Miscellaneous Personal Property - by appraisal 5,335.00
of Cordier Auctions &Appraisals
PNC Bank 39,291.46
Checking No. 50-0663-7144
Yard Sale proceeds 8.30
TOTAL (Also enter on Line 5, Recapitulation) 44,634.76
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN'
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Barton, Dorothy
Y 21 - 13 - 00121
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
Mark Lawrence Barton 4 Dishley Drive son
A Mechanicsburg, PA 17055
JOINTLY OWNED PROPERTY:
DESCRIPTIO� OF PROPERTY %OF oarE of DEATH
ITEM I LETTER DATE Include name or nnancial ins�fuoon and bank account number DATE OF DEATH E
NUMBER IFOR JOINT MADE for similar identifying number.Attach deed for jointly-held real VALUE OF ASSET D CD'S I VALUE OF
D=CEDENT'S INTEREST
TENANT JOINT Testate. IINTERESTI
A 1995 l M &T Bank 11,922.43 50% 5,961.22
Checking No. 002500
I I
I
i
I
I
I
i
TOTAL (Also enter on line 6, Recapitulation) 5,961.22
SCHEDULE H
FUNERAL EXPENSES&
COMONWENTH- OP PENNSYLVANIA
HERITA NC E AXRETURN ADIAN
S7RATIVE COSTS
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Barton, Dorothy B 21- 13 - 00121
Debts of decedent must be reported on Schedule I.
ITEM AMOUNT
NUMBER DESCRIPTION
FUNERAL EXPENSES:
A. 1 Rolling Green Cemetary 1,495.00
Cemetery fees not part of pre-payment by decedent.
B. ADMINISTRATIVE COSTS:
9. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission paid
2. Attorneys Fees Curcillo Law LLC 3,000.00
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 Filing 173.50
5, Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
Cumberland Law Journal 75.00
Estate Advertising
I
TOTAL(Also enter on line 9, Recapitulation) 5,880.56
Sched4e H
Funeral Expenses&
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN Administrative Costs continued
RESIDENT DECEDENT
ESTATE OF Barton, Dorothy B i21 NUMBER
,21 - 13 - 00121
The Sentin dveel 147.06
Estate Artising
Cordier Auctions & Appraisals 665.00
Personal property appraisal
Mack Gerberich & Associates, PC 325.00
Accounting Services
i
I
i
I
I
I
Page 2 of Schedule H
SCHEDULE ]
DEBTS OF DECEDENT, MORTGAGE
COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS
INHERITANCE TN.RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Barton, Dorothy B 21 - 13 -00121
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
PA Department of Revenue 884.00
2012 Decedent Tax payment
Omni Care/Continuing Care 42.70
Pharmacy costs
Pa Department of Treasury 72.92
Pension Overpayment Return
Connie Cooper 227.50
Private Duty Companion Services
Bethany Village 12,108.10
Final skilled nursing invoice
Continuing Care Rx 111.01
Pharmacy Costs
TOTAL (Also enter on Line 10, Recapitulation) 13,446.23
REV-1513 EX-(11-US) A
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA I BENEFICIARIES
INHERITANCE TAY.RETURN
RESIDENT DECEDENT
ESTATE OF Barton, Dorothy B FILE NUMBER
21 - 13 - 00121
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT I (Words) ($$$)
RECEIVING PROPERTY Do NOt LW Trustees)
b. TAXABLE DISTRIBUTIONS(Include outright spousal j
distributions,and transfers
under Sec.9116(a)(1.2)1
1 Mark Lawrence Barton son Residue
4 Dishley Drive
Mechanicsburg, PA 17055
I
I
I
I
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate.
-INON-TAXABLE DISTRIBUTIONS:
IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAY,IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
RFu_nl LY. SAFE DEPCSGT BOX III'`t:(IVENTOIR Y rage ` or 1
NF1'ITRUCTiCpwS
(1) Cask Repurl lolml only'.
(2) Sloths: List iu delail every common or preferred cerlificale,warrant o, Fiber rights fol,md In bm:. SlockF arc, lu bF designaled by
1,anu=of comi cerlificate numbs,,dale of cerlificale,name in which clod:Is,egislered,and numbar of shales and class of sloth.
(3) Obligations of U.S. Government Number of Ilems, dale of issue, face Value,nalltes uN which registered and type of ownership,
e,jointly held.Payable on death, etc.
(4) Bonds: Deslgnals by-name, amour". sarial number, or olbe, desi(naftor.(Fearer Brnuls)
..... R„.. .,,,...f dopoclm,, ....m!rzu of boot, "not ,Info eppeoru'Ig In boul',. neunu of bent, 1
Fodl br'ahcll, and balance
((i) ,jewelry, Coins, Stamps, IVmnuscripts, etc:List muff describe a6 iullq as possible
(7) Feeds, Niortpill Current Insurance Policies or other evidences of indebtedness Llsl antl deSCIOU es hilly as possible.
(11) /UI chief contents.
(9) I:Oter,, completed term to' DEPARTIdENT OF I;'_'VENUF
IIJFIERITANCE T'AY,DIVISION
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I CERTIFY IJR,,E . ALT1'OF PERJURY THAT THE ABOVE RECORD IS PEF.SON' RECE111LI COPT OF _
CORR- 1,ANII 6011 P ETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX IIVVCNTORY'
— —
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REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY „� GRANT OF LETTERS
PENNSYLVANIA
1,
No. 2013- 00121 PA No. 27- 13- 0721
Estate of: DOROTHY B BARTON
(Fim.MIMI,,Last/
Late Of: L 0 WER A L L EN TO VVNSHIP
CUMBERLAND COUNTY
Deceased
0 Social Security No:
WHEREAS, on the 1st day of February 2012 an instrument dated
February 8th 1964 was admitted to probate as the last will of
DOROTHY B BARTON
(Firs:Middle,LasU
late of LOWER ALLEN TOWNSHIP, CUMBERLAND County,
who died on the 25th d'ay of October 2012 and,
WF4EREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRA SBA UGH , Register of Wills in and
for CEXBERLJ1ND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
MARK LAWRENCE BARON
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE,
CARLISLE, PENNSYLVANIA.
1 , TEST_:.t,.ONl WHE.t_E.,r, I hc.ve h---unto set my hand and ..._. fixed `h_e seal
of my office on the 1st day of February 2013, 1 ILL
IhegisY I o! Wil .J
—� � Deputy
I on
C=
n M on
G-1
1, DOROTHY L. BARTON of the Township at Lor.4 r Our,
County of Cumberland and State of Pennsylvania, make" ""0b I i-Ei, a-iS d
declare this to be my Last Will and Testament, hereb.,,,Irc-v Ung-z'�d
o
malting void any and all former Wills
by me at any time her e'i'of Ore.
made.
FIRST I direct the payment of MY just debt: and funeral
expenses as soon after my death as may be convenient to my Executor
hereinafter named.
SEC01m: I give, devise and bequeath all Of MY estate,
real, personal and mixed unto my husband, DAITIEL STAN= BARTON,
vrovided he survives me by at least thirty (30) (lays .
TH.IRD; Should MY husband fail to survive me by at least
thirty (30) days, then T give, devise and bequeath all the rest,
residue and remainder of my estate to my son, IIARE 1.1,11RENCE BARTON,
provided he survives Me by ut least thirty (30) days ,
FOURTH: Should my son fail to survive me by at least
thirty (30) days, then I give, devise and bequeath all the rest,
residue and remainder of my estate to the then living issue of MY
"on, per stirpes.
FIFTH: Any portion of my estate to which any minor shall
become entitled on my death shall be held In Trust for the benefit
of such minor by the Trustee hereinafter named for the following
uses and purposes : To manage, invest and reinvest the came, to
collect the income, and to apply so Much or all of the net income
and principal thereof to the support, maintenance, education and
general welfare of such minor as the Trustee, in its sole and
absolute discretion, may deem proper, rithout regard to the duty of
any person to support such minor and without regard to any other
funds which may be available for the purpose, any unappliLd income
Page 3 of 2 pages
i
i
to be accumulated. The remaining principal of the trust and all -
I accumulated income shall be paid over to such minor when such minor
i
attains the age of twenty-one (21).
SIXTH: The Trustee may apply the income payable to any
j beneficiary directly to or for such beneficiary's support, mainte-
canes and general welfare should the Trustee, in its sole and
.' absolute discretion, deem it prudent to do so.
SEVENTH: I appoint LEMOYNE TRUST COMPANY, Lemoyne,
Pennsylvania, as Trustee of any trust which may be necessary as a
i
result of the aforesaid provisions of this My Hill.
EIGHTH: I name, constitute and appoint my husband, DANIEL
STANLEY BARTON, to be the Executor of this my Last Will and Testa-
i ment. If my husband, Daniel Stanley Barton, is unable or unwilling j
to serve as Executor, I appoint my son, MARX LAWRENCE BARTON, to be
i
the Executor of this my Last Will and Testament. If my son, Dark
j Lawrence Barton, is unable or unwilling to serve as Executor, I
appoint LEMOYNE TRUST COMPANY' as Executor of this my Last Will and
Testament.
IN WITNESS WHEREOF, I hereunto set my hand and seal this
8th day of February, 1964.
(SEAL),
Signed, sealed, published and declared by the above named
Testatrix as and for her Last Hill and Testament, in the presence
of us, who at her request, in her presence, and in the presence of
i
each other have hereunto set our an s as subscribing/witnesses.
++ b
�
Page 2 of 2 pages
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid. being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
March 29, April 5, and April 12, 2013
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
�-
isa Marie Coyn , Editor
SWORN TO AND SUBSCRIBED before me this
12 day of April, 2013
l
Notary
Barton,Dorothy B., dec'd.
Late of Lower Allen Township.
Executor:Mark Lawrence Barton,
4 Dishley Drive, Mechanicsburg,
PA 17055. N01ARIAL SEAL
Attorneys:John R. Beinhaur, Es- DEBORAH A COLLINS
quire, Curcillo Law, LLC, 3964 Notary Public
Lexington Street, Harrisburg, PA 'CARLISLE BOROUGH,CUTABERLAND COUNTY
17109. My Commission Expires Apr 28,2014
PROOF OF PUBLICATION
State of Pennsylvania; County of Cumberland
Jackie Cox,Sales Director, of The Sentinel, of the County and State aforesaid, being duly
sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the
Borough of Carlisle, County and State aforesaid,was established December 13th, 1881,
since which date THE SENTINEL has been regularly issued in said County, and that the
printed notice or publication attached hereto is exactly the same as was printed and
published in the regular editions and issues of
THE SENTINEL on the following day(s):
April 3, 10 &17, 2013
COPY OF NOTICE OF PUBLICATION
.ESTATE NOTICE
NOTICE IS HEREBY GIVEN that letters lestementa or olatlminisirafion Affiant further deposes that he/she is not
have been granted in the following estate.All persons Indebted to the estate
are required to make payment,and those having claims a temantls estate in the subject matter of the
present the same without data to the adminisirator(s)or ezecutor(s)or their
auorney. aforesaid notice or advertisement, and that
ESTATE OF DOROTHY S.BARTON.late or Lawengllan Township, all allegations in the foregoing statement as
Cumberland County,Pennsylvania.Mark Lawrence ,Executor,q
Dishley Drive,Mechanicsburg,PA.Mark John R.a Barton Bartour,Esquire, to time, place and character of publication
for Estate,Law,LLD,3984 Lexington Street,Harrisburg,PA 17109,Attorney
for Esl`te: I al' e.
Sworn t and sub obedfore me this
X10 u
Notary Public
My commission expires:
140TARIAL SEAL
BAMBI AN14 HECKENDORN
Notary Public
CARLISLE BOROUGH, CUMBERLAND CNTY
My Commission Expires Jan 27, 2014
ob