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HomeMy WebLinkAbout01-0995 PETITION FOR PROBATE and GRANT OF LETTERS Estate of . In Fl fGl9l?ET // 23/1/1 R /6'<- No. ~ 1- 0 J - q q ~ also known as To: Register of Wills for the , Deceased. County of &;/~/J.3&,~A.../b in the Social Security No. de):;?".:y~ - cc;( ?::"') Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executRI 5(5 in the last will of the above decedent, dated L Ju t- '/ 2.tJ /9,.?:? and codicil(s) dated named ,19_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in c: U //7 BE/!? U? /L).i") lL. last f~ily or principal residence at 7':::::;;"}(~LUAlL/1 :zjr;;7/7') /}? /-r'b, C:./ H /? L.J 5 L'=- . /../",'/ / 'C/. (list street, number and muncipality) County, Pennsylvania, with ;L(/?//1 k- 4 ~:;; Lu/9 LL'u;;- . , Decendent, then 8S years of age, died at '7Hc'/?.Alcuij,I.../J HCV>>E Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: OC? To ,(j,c/e /9 ~ .200/ , , Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ 2, c?O'o $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters theron. (testamentary; administration c. La.; administration d. b.n.c. La.) ~ V> ~ ... u c: ... ~3 ...... ~... c: -00 c: ',= m''::: 3~ ....... 30 OJ c: 0/) Cii ~ c:c a AfJU-Lh 0 .a-J z5~ ~}.-.&. Ll'.;To- (~'! Q~ L/A'-# 2/Vk'h'~/?1, /-/)-7 07. ;;;.tJ~ 4. a;'//./,,()G u::J/#/-<.;c;s .77/4 /7C'C7 VE.LVA. L70~:~~\~- (lj}UL~ Ri . 5 ~~ PAlrOt ~ ) i.4.~:!S.;l.-4 (1.4- ;:.. I /0 7 A-.~ /J1 , V I'L~ '...' 1\ IflJ C.4~ I, s- I~ ~.... OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 58 COUNTY OF .lli[hB ~'\.LANI) . The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. ~a_~M.~~ . ~~~ v, OQ' :::s t::l - l::: ~ ~ il-Il-I() No. Gl./-OI- qq5.. Estate of IY1AR6ARET V. \BARRI C..J(. , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~T 01 __~___.__}FO I . in con,ideration 0' · ,;< ",,;t;og an the reverse side hereof, satisfactory proof having been presented before ~e, IT IS DECREED that the instrument(s) dated .JU.L" 25 I 1'1 '? described therein be admitted to probate and filed of record as the last will of and Le~~R~1~~~Il:K.. are hereby granted to V'E:-5 TA CALA rnA N I VE:LV A LL"130 /)(N ILl) N bA-: D u.R I1PdY\ . ~cJd~vm~ FEES 1-0.00 Probate, Letters, Etc. ......... $ Short Certificates( ).......... $ \3 . OD lttuuu.i.tiun i_~_e~ ~ ~',~~ rTAL $'3 ,00 Filed . ~O : ~.I: P. . . . . . . .~. . . . . . . . . . . . ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE ~~ f0W-~ML H 105.805 REV 9/86 This is to certify t~at the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar.. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 7744379 /) '~.;:(.,./ ~~";!"/:1f.5;- ?/;f iv.;9,t,;!..,;tt-'~";'t~.~..;. Local Registrar '1 ' OCT 2 2 2001 No. Date 5.;43 Rev, 2117 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF OEATH NAME OF DEcEDENT (fll'Sf. MIddle. l.J .. MM Met V. Ba)r.JI.-i.c.k. AGE (l..Il"'._V1 UNDER , YEAR UNDER . ow 85 Yrs. - De.. -- 1 - SEX 'WE FilE,.."..,,. SOCIAL SECURITY NUM8E:A DAlE OF OEAfH ,MotWt. 0.." -.." ~(C.._ sa.. Of Faeql CDlWtIryt 2. Female .. 202 - 36 -6275 fIt.ACI 0# DeATH fCNctt 0Ny llf\e - ....It\SIrUCIoOns on QIheI __ HOSPItAL ......... 0 E~ 0 IlOA 0 .. 10-19-2001 COUNTY OF DEATH PA ::':",,0 Cumbvr.i.a.nd DECEDENT'S USUAl t:lCC\JPllIrJON l~-=:~,,=::::.\;:, Thoknwaid N~4-i.n Home ""'B DECEDENT EVER.. DECEDENT'S EllUCRIOH U.s. ARMED FORCES'/ .. 0 ...Kl PA lWlITAL STATUS._ ---. ~-., ... -i.dowed .",.0...__", "It. IIId - ...... - ..... CtVll-i.4le - ...0 .. ~~.!~~ 4~~ DUE lOlOR "'ACONSEguE~ ~ ~ l,~t!d ~5t: DUE 10 lOR AS A CONSEOUENCE ~ '.......- '-- :GnHlMd.... I I , PART I: 0lIl0r......... _ --........ _..... .... teIUIHng in...........,.CIIUM gMn in MAT I. ~b4W.<k$ ~-k.u~/~ E DUE 10 lOR AS A CONSEOUENCE OF). WEllE AU1lJPSY_ _R OF DEATH -..au; PAIOR lO COUPlETlON OF CAusE ~ 0 OF DERH7 - - -.. 0 -.g -..gallon 0 No lid" _0 No 00 -- 0 Could noli .. OeIenNneC:I 0 DATE OF INJURY ,-.Dty. -, Tlue OF INJURY INJURy IfI lMJRK? DESCRllIE HOW lNJUllY OCCURRED. ... 0 NoD ... -. _.IEJl'~_cnat .ClllTFtINQ PHYSICIAN (PhfSlC*'l~ c-... ~ dtMh wt\er1 anothet DhVSIt..., has pronounced deelh ana Cornp6eIed Item 23) T........ot...Wknowlecftte.deatheccunN...IO....cauM(.laNIm.....'..aIMed.."......"..................... -....... -..". ... PlACE OF tNJURy. AI home. farm, III... fadory. ofIce ..-........ _, _. Y. "IIEDlCAL EllAliUNI!R1COROHER On the bui. oIeJlamm.tton and/or I,,"_ligation. in my opinion. death occurred at UN time. dat., and place. Met due to the cauu(.) and .............t.ed........................ _............ _........... ................... '" _. ...... ............ ....... :11.. REGISTRAA~NATURE AND NUMBER U?t:Ar/ ~ %;:~.~--~~<L.-. I~/~/",I t7fJ', "PRDHOUNcINOAHOCERTIP'YINQ ltHySlCtAN(Physc.an both PI~dtath andc~to~ 01 dedll To..... ot.. knowledge. .....eccwrM.......... dille, andpl8c:e, and"'", thec.......)andmantMr.....IItd.................. ...& .L:z.. ~ e>? ~~ / LAST WILL AND TESTAMENT OF MARGARET V. BARRICK I, MARGARET V. BARRICK, of 1231 Claremont Road, Carlisle, Cumberland County, pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my children, VESTA CALAMAR, VELVA LEBO, and LINDA DURHAM, equally, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death, shall be distributed to her issue, per stirpes, living on the thirty-first day following my death, and in default of any such then living issue, such share shall be added to the shares for my other children. THIRD: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. FOURTH: I nominate, constitute and appoint my Daughters, VESTA CALAMAR, VEL VA LEBO and LINDA DURHAM, Co-Executrices of this my Last will and Testament. FIFTH: I direct my Executrices shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set this, my Last will and Testament, consisting pages, each identified by my signature, this -:rU I V , 1988. / my hand and seal to of two~2) typewritten ~ .s- day of ~~ ...-:"'--:?) " /) / . i'~a.-u/ J/ . SEAL) . M garet V. Barrick , ~ - Page 2 of 2 Pages - Signed, sealed, published and declared by the above-named Testatrix, Margaret V. Barrick, as and for her Last will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~d/r~ ~~s_/( 4 A~~ COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND SSe I, MARGARET V. BARRICK, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and BARRICK, the Testatrix, this 1988. ackno~edged before/me by MARGARET V. ~S day of :r-t-t V / EAL) TAYLOR P. ANDREWS. NOTARY I'U~UC CARLISLE BOROUGH. CUIIERLANa coliNrv . IY COMMISSION EXPIRES DEC. 23/1!9'1).. ,. ; ..mber. P.nnsylvenia Association iitMfll.l'iti.:-: COMMONWEALTH OF PENNSYLVANIA) '..: /;' ~.' ' SSe COUNTY OF CUMBERLAND We, RONALD E. JOHNSON and , 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 Testatrix sign and execute the instrument as her Last will and Testament; that MARGARET V. BARRICK signed willingly and that she executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by RONALO~E. JOHNSO~ an1d 51, ~fWn Ii S~t1.l:Jo,,/{ , witnesses, this 2r fl( day of -J u_y , 1988. . (SEAL) ~/L~~?1 (SEAL) blic TAYLOI P. Awnr.r.\'l, ~:TH'R";' PUBliC I CARLISLE IOl!8$t: ': ;;iI,~!:IlLA'W COUNTY ' IY COIIISSION ti::1\t1l.'.S DEC. 23, 1991 tltmbtr. Plllnsyl~ln";{l~i&tig\l ,,1 Notari.. j; CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: {nfJRGI1/("er V. ,Cla/V2leK Date of Death: otlr let, 2 ct? I Will No. Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on t::JC?r 20.. Z~/ Name Address ltE:srn tJ,4~A/'J?A/I/ /tJ7 A/. PJ/~.lJL.t!'cS~~ /& &,.eLl~t:S" p~ / ?O/.3 ~V)1 ie-L30 L/,VL)p J:>V/?#.4n 2/,/ S'Io/lf1 t'Mrcn R~ (!/J.-AlL.;~U"t//l / At//d /t17 S.~/LJ6e Ab '&JIL/.lJ6 L50A'/-t/65 /J/1 /7t7t17 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: ;::- e6. J:../!dd' 2 v~ ~ Af}~-??J Signature p Name b~g./l ~_~RI-I;q/?} Address //l? J. ~6S ~ ~/1./V6 ~.R/,06.s /l,l;l /.7;:!1& '7 ..-..:::.r C'_ M ...- Telephone \717) 2t/3-967S o:l w..J w... >:;: .;;"'.. n: ~ ,::< ,::;. .~ ,-i~ S ,"',.. ...,J '-"" Capacity: ~Personal Representative _Counsel for personal representative ~ Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/28/2002 DURHAM LINDA 107 SOUTH RIDGE RD BOILING SPRINGS, PA 17007 RE: Estate of BARRICK MARGARET V File Number: 2001-00995 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 2/10/2002. Your prompt attention to this matter will be appreciated. Thank You. Sincerely, MARY C. LEWIS REGISTER OF WILLS cc: File Counsel Judge COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT LEBO VELVA 261 STONE CHURCH RD CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 202-36-6275 FILE NUMBER: 2101-0995 DECEDENT NAME: BARRICK MARGARET V DATE OF PAYMENT: 03/05/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/19/2001 REMARKS: VELVA B LEBO CHECK# 3211 SEAL ACN ASSESSMENT CONTROL NUMBER 101 TOTAL AMOUNT PAID: INITIALS: CW RECEIVED BY: REGISTER OF WILLS REV-1162 EX(11-96) NO. CD 000920 MARY C. LEWIS REGISTER OF WILLS AMOUNT $212.80 $212.80 /?-/?-/O \v BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-15~7 EX AFP 101-O2l DATE ESTATE OF DATE OF DEATH FILE NUMBER ~e:-.ootriy ACN 04-15-2002 BARRICK 10-19-2001 21 01-0995 CUMBERLAND 101 MARGARET v '02 (\PR 19 VELVA B LEBO 261 STONE CHURCH RD CARLISLE PA 17013 Allount R.llitt.d C.Li, Clllnt:.... . MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is4-j-Ex-AFP-foY=o2Y-NoYicE--oF-YtiHER-iTAifcE-TAirA-PPRA-isEi'-ENT~--Aii-oWAi'-CE-(fR------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BARRICK MARGARET V FILE NO. 21 01-0995 ACN 101 DATE 04-15-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets .00 .00 .00 .00 6.913.51 .00 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. U) (2) (3) (4) (5) (6) (7) 6,913.51 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 1,763.00 (9) UO) 421.79 (11) (2) (3) (4) 2 . ] 84 79 4, 728 . 72 .00 4, 728 . 72 NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. AIIount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .OOXOO= 4,728.72 X 045 = .00 X 12 = .00xI5= (9)= .00 212.80 .00 .00 212.80 TAX CREDITS: IU:L.C.LI" I l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-05-2002 CDOO0920 .00 212.80 TOTAL TAX CREDIT 212.80 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) . , ~~ STATUS REPORT UNDER RULE 6.12 Date of Death: Decedent :_MRR6J\.IR.f=:..T Dct I q ) Q.()(:) I ell 01 -- () 9'1 S- v BARR \c...K '02 I'II\'! 1.1 [J \ :1',2 Name of Pursuant to Rule Court Rules, I report the the administration of the L Ct I:: 6.12 of the Supreme Court Orphans' following with respect to completion of above-captioned estate: Admin. No. Will No. 1. State whether administration of the estate is complete: Yes V No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the pers~al representative file a final account with the Court? Yes ~ No . b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 5-~{-~~ VU-Jo- J W~ ~d^- < ~ Signature L/~D~ /( ~~'-< . /;1m. l/es-fi7- V ~ hn?8-'PJ /,J~S' /(:/d.d..eL. . ~ Name (Please type or print) .~- ~J/l~7 '7/7~f"'.?C}56 /07 IV. fk-<.~~ f?~ AddressQ~l:d~ ~ /70/:1 (f~ 6. ~ VEL-VA -.6. la~o I/J I :1<01 ~~41- ~ fA- ( ?ots (717) ;;C'fQ-3JO-:l- (MAH:rmf/AM3) (7/7) .;;L~''9 - cP<.G. 3 Tel. No. Capacity: Personal Representative Counsel for personal representative , . ... , -.l<<E'/.'500 EX (6-00) REV-1500 OFFICIAL USE ONLY 17- I'!./d c.. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ~L-.12..L COUNTY CODE YEAR .QO..3~b NUMBER .... Z W C W o W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I'Y\A-RGPtRG:, V. 6A-RR\c.\~ SOCIAL SECURITY NUMBER Jo Q... - 3 G:, ,,~ 7~ DATE OF DEATH (MM-DD-YEAR) 19e;t. \q 1 Cloo \ DATE OF BIRTH (MM-DD.YEAR) tJe..T 30) 1 q IS- (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A W I- ~:$en ua:~ wn.u :rOO ua:..J n.ClI n. < o 1. Original Return o 4. Limited Estate [8" 6. Decedent Died Testate (Attach copy of \'viII) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale of death after 12.12-<12) D 7. Decedent Maintained a Living Trust (Attach oopy of Trust) D 10. Spousal Poverty Credit (daleofdealh between 12-31.91 and 1.1.95) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER N 1.4 o 3. Remainder Return (date of death prior 1012.13-<12) D 5. Federal Estate Tax Return Required 1) 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W C Z o n. en w a: a: o u NAME FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS 9-10\ bTone. Church R~ ~o.. (' \t ~ \ e. PA \ I' 0 \ "3 I V€. LVA 6. LE60 TELEPHONE NUMBER If) ;)..'4 '1 -~ 10 d- z o ~ ...J ::J !:: Q", <C o W 0:: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (Schedule G or L) (7) ~ (1) (2) (3) (4) (5) ~ ~ ~ ~ G:>, 8j \ '0,5 \ (6) ~ 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (9) (10) (8) \. 'ftc6.DO L4-~ L 7g 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ ::J Q", :!: o o >< ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.O _ (15) J.../ 1 '1 ~~. 7 -g.. X.o $" (16) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT OFFICIAL USE ONLY to. q , 3 . S { . (11) (12) (13) d..,t8'J.t.7Q _ Jf, 7 J. ~. '7 'd.- 'y\~ (14) t+, '1a8 7'J- (19) ~ a..1 a . 8 0 ~ ~ ~l'~.<60 > >BE SURE TO ANsV\l!;~ CITY Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount STATE PA ZIP I c <9 l "3 (1) ~la.8'O ~ ~o Y\-<h\..Q. Total Credits ( A + B + C ) (2) -0- (3) -0- (4) ~ (5) ~la.~O (5A) -c- (5B) ald.'~() 3. Interest/Penalty if applicable D. Interest E. Penalty ..~ ~ 4. Total Interest/Penalty ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 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: Ves a. retain the use or income of the property transferred;.......................................................................................... D b. retain the right to designate who shall use the property transferred or its income; ............................................ D c. retain a reversionary interest; or.......................................................................................................................... D d. receive the promise for life of either payments, benefits or care? ...................................................................... D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D No ~ ~ ~ ~ ~ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 of preparer other than the personal representative is based on all information of which preparer has any kn wledge. ON RESPON?~LE FOR FILING R.ETURN. ,\ _I. ~. . ~j~ ~..z. 3 / ~ Ilr2-- !. (l J...J.llf PLWW'- 7 S' 4t1Cf.1- /7t7t17 ADDRESS DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (Ii)]. The statute does not exemot 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 twenty-one 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% [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%, 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% [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-l508 EX. (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF l{V\ A-R<q A-R. aT V. '8A-R'R \.c..k. FILE NUMBER (j.{-Of OOqqs 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 NUMBER 1. ~ ~ B DESCRIPTION All~lrst ()Q~k ~ we.si t+ ~~ h st 1 c.6..(' II S i e. Pit- 17013 . Q..h.~c-k-, Yl' A-cc.t", 0 O'J.?> S- - ( "g 3-to Do D lOo..la Y\C~ LUo..sh'rl"Jt~ tJC\tt~"'-( InS/Ar-o.'f'\Le. e~. ~e.<!l"se.c.o Servtc...~s.1 h .I-.c.. 0 (J. ~ ./bO)( (ergo) (!C\.C rnell IN 4 10 CJ8 9.. - lor 0 () Ahr\t,\.~t"\ A-cc.T. #000IS~1c5Q Cre"",,- t,"o-v-, So,,; "- t'1 ,,9 PA P /710"1 4-1 60 JoY' e s-to w Y\RJ.. I \-10\ r- V- l S b LA'l Pr flre-~'ld C-re.MQ-+1 ~ 'S~ rv' t ce.~ '"'1lIe.Y\'\ be 1"'(. hi - p fk-c.t. ~ ,,~ ~ '3 VALUE AT DATE OF DEATH fa ~~O.3(~ I l1 ~ I 5"'. 7 4- I)OgO.QO yq.qG:, ~.'Jl L) 5?:>4. ().Lf t-I. T\) Cl~ mCL%<t "2-1.t'~ s l.i. '-0 ~ c.. r: f> + t ~ re ~ LA Act 5 Spr; nt I~\e..pho"'~ ~o. P.o. ~6~ 7Q7'1 6)~r'o..t'"'Id.. Pa.r--l<.., I(o.ns(\~ 1o~d.11 R~~L\,"'\d c-t 6i)e....rfXt~V\Il e.'\1 ~f 0 w e..cl b. ~~r h lA)cd d [40 W\e r'O \ ( p^ 41..f-a vVQlhlA-+ eoito~ ~cl'l ~r lCi; ~l Ii R~44.~d. 04' ()Ve_J"'PCl~ine. r'\-t ot r~s lJ.e.->"\t ~C\r,\~~ 170(-5 TOTAL (Also enter on line 5, Recapitulation) $ ~ 1 q \ 2>. 5' I (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) . " '. ' ... . ~.. ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF M.,:l.R~A-RPT Y. 13HRR)(!.k FILE NUMBER ;J l-Ol OOqq,5"" ITEM NUMBER A, Debts of decedent must be reported on Schedule 1. 1, DESCRIPTION AMOUNT FUNERAL EXPENSES: ' G.. e.Mc<.:t 1 ()."" ~~C. <i ~ A.,} c.re..mqi't<:H"\. PrepcHcf Se~V(C ~~ I J Cl '1'0.0-() ~reMG\.t-/o-Y' ~OG ~ PA; S/~n-c,.., 8..h.jr1leMO('(cd C'a.~~ CiYlc1. Ti'\ a "k y a ..... co.. ('d. S +t> /'" m~m c9 ('( cd S' E. (' V l c<S i . Ale. ~ '" ~ a. \" e r ( If 5' . () 0 ?fa.c.;-Mef'\T 4ee.~ Co.:..H"'\f'4 ec)t'"'\~~r (!.reMc::t TfCJ"'Y'.. ftFprcH/G\..l 9e.e.) O~a;i11. Ce..r,cFlc..~'7e..... ~rp";LS . meVh.orlcJI..l ServIce. -le...l'o/""T Ul')/te-J.1Yl4l.tnc:lcll$tC.~(.(rck '2>oCo,Ckj re..II\1"',e:tc.; Pa.sfor e.. R~nner> -For $~rv"f'\9 ;a..v0. 6eClr,\e F~~(.U~ r-~ f~ r +- I () WISH'S' ; a. is c fl'Ie.. YY\ ... 1'1 C\ ( phQfV\\?h l~_t-s .... prCl~ra.m S. . eo.~(, 'Sl ~ yne. 1\'\0/""1 a. ( Se 0V I C ~ .Tnc . -t?or h~ o.d nO^e... Q.lI\~ ra. v'j ('j, I g~ . (to 8-. 3 4. 1. B. ADMINISTRATIVE COSTS: 6) 2. Personal Representative's Commissions 1\b n e. Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _ Zip Year(s) Commission Paid: Attorney Fees (~) 1\0ne. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4. 5. 6. 7. (3) il <;) n€ Street Address City State _ Zip Relationship of Claimant to Decedent Probate Fees <! to(,. 1'>'", b~ r-{ Q f\ d e c .R oe.'1. IS ft2.. r- Cl 13 (;..) t 0\ \ So .; . Pre be.. t~ ~ h o~ -r C e rr I fr I co. t--e.. -t- JC P; .f E. Q.. Accountant's Fees I (4) '39.DO Tax Return Preparer's Fees lS"") h 0'1'\ €.. rtc) n~ - TOTAL (Also enter on line 9, Recapitulation) $ I) ry ~ ~, 0 0 (If more space is needed, insert additional sheets of the same size) ',~EV.'5'2EX:(I.~71 W. '" . K ~').)c , , ..~ . SCHEDULE I ..,,~ N COMMON~~lTHOFPENNSYLVANIA DEBTS OF DECEDENT, tNH~i~~~~~i 6:2E~~~~RN MORTGAGE LIABILITIES, & LIENS EST ATE OF FILE NUMBER {"<'I Pr R G A- R. ~ T ". (0 A R Rt C \<. c1 ( - 0 l 00 q q 5 Include unreimbursed medical expenses. ITEM NUMBER 1. a. j, AMOUNT 11 8(", ?D DESCRIPTION l"'f"e-e, Ser\"':1~ Fo..~\ \"\ Pr-a.c't-lC.e. ({Jr. Do.~\~\~) -303 N. 60. ~ ~, Mor-e. Ave.. P\+. !-to ( l ~ ~ pn 1\ 'i!:.' P A trOtoS' (Un l'e.\ I'V\b LA r-sed.'fY'€ cL ~ct I e)C.. p~s e.....S,j Ph a. r- me. r; Lo.... \Ii R~+hCtr Grt'V~ N~ U.M.. f' k... be: f q"7 It ( u.(\r~1 YVl bL\ f'~ e d... ~ eel ,'" Coo..*- I ~ Q)( pG-1\ ~ e..~) J05. 'J,5 4--, srr\'f\f p. 0. ~O1'- ~OOO ~o.,,(\51e.. PA \'7DI3 C La.. ~-r te.. \ e pho n€- Qa.'P';tD.\ b\v.e. Cros~ (\ nS\A['o.l"\ce PreTY\\~~) J..SDO E\Mer+6Y\ A,,~. WCA.(,(,I~ bv..r,\,,?A 17/10 lc to. is '9, 3.d, cr S t;I_rv l C. E- S +0.. -te... rn e..- ~ ) TOTAL (Also enter on line 10, Recapitulation) $ Lf a I , ',q (If more space is needed, insert additional sheets of the same size) REV-~~13 ~X+ (9-00. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF (t1 A-R~rr~ E-T V ~ ~A- RR ~ d<.. FILE NUMBER ~I-Cl( ooqQS- 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. Ll ndQ.. lJu.C',","'O'\ \)Olu..,\ '-'T<:..r- '/31cl. tOl 5: R\.d~~ Rd..- ~~ll. n~ S:f:>rl Y'l1s PA /7007 d-. Ve.\vc,,- lebo ~lo\ $to r"\e. Chu rch. R~ <!.o..rl~s.\e f>A ('7~I~ t)<'-l,I..\ hie r- I(~ rei 3. Ve..gTCf.. e""la.. ynQ.n Id/"f tV. r1; ad\eSex' ReA. furl~ s/e.. PA 1(0\ 3 p~lA '\ ~ 1-~r- If g .,cl ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. ~e.... B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS )'"\0 n e.. 1. TOTAL OF PART n - ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Check No.615514 1V GUIDE P.O. Box 806 Radnor, PA 19088 Payable . through 62-4 Mellon Bank N.A. (DE), Wilmington. DE 19889 ~ Mellon Bank N.A. (East). Philadelphia. PA '9102 Identitfication Number 4500079 Pay Forty nine and 96/100 Dollars Date Nov 05, 2001 To MARGARET BARRICK EST OF the CoO VELVA LEBO Order 261 STONE CHURCH RD of CARLISLE PA 17013 Amount **$49.96 II. b ~ 5 5 ~ ....11. I: 0 j ~ ~ 0 0 0 .... ? I: 2 "' q 2.... q q ~ II. DETACH ALONG THIS PERFORATION SUBS(fRIPTION REFUND Copies: 052 01 Cancellation 02 Duplicate Payment 03 Overage 04 Duplicate Renewal 05 Over Payment Type: 01 Amount: $49.96 Identification Number 4500079 '-'-~'II'~""< "". .~~LL ~~~,JCI\ J. (rtl 1-- 10 Ta3 )l0IRRA8 T3RAtt>RAM 083J AVJ3V 0-0 OR HOAUHO 3~OTa taS eron Aq 3JaIJAAO -~ .~ ~.~ ~r ; :L s: )> o m Z c en )> FOlD' --L j 1 .~ ., ',j. 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III .cQl~ c e .. .S:! c: 0 ';: g~.~ ~e~ E~"O CIl'- ..~Ol 'iio.~ ~H ~~19 d~l ~~:~ (J en en " tl c: ,_ C.l .s .s -3..-0' ~;'<"'h *~Q <_ t,;~"'7'7r .~ sv ~~....~..~:g J!!cG /'- j__ :~-;;.~ V () rJ-r; . 4:; 7~' <:::/ . ~~ ,;r .... I!::> E "C<~ - (f 'l9 ?-vl;'" ---;r-;;--~ f----.J 11.0 10 I . ",I~ >- ,- z ~ z III Ql 01 '- ~ ~ ~ ~ III "0 c: lQ III Ql X ~ - lQ - o I- <Il U >- <.; ~ <Il '" ctl Ql CL co r- 1'0 ('oJ en c::> f ....... ..;I' N . Iii ..;I' z (I) ID .. ..-l I- Z ::J 0 <.) (f) 15 ~ N . I- ..;I' Z Cl') => ID 0 ::E .. <( ..-l a: uJ CD ::E => z uJ <.) 6 (I) :> ~ 0 ID ..-l 0 uJ 0 l- N <( '- 0 uJ ..-l <.) 0 6 '- ~ N ..-l ~ 0 t) 2;~H ~~~ 0 ~::X::~ ::E ~ (:Q w . ::E 0 ~l-..:H-l 2;~~ ~~~ H~C-' tQO~ ~::x::~ ~~~ UJ (,) :; o <( UJ (,) Z <( ~ ~ UJ a:: '- U) w :IE o x J tn a: x u LI- o X u ex: :::I X U o UJ I- Z :::I ~ <6 ~.. 6' (b( ~.. '- r-. - . -4 ~ . ~ mil ~ .... ~) ...:l l.) ..~ -(J . V o o ~ '- ..;I' N o 2; ~ ~\'" 6C;; '" ..-I ff) -~.-. ._._..._.....~~ ..'-" ...-" <::> ..,. <::0 ." z:.: ~~ ='" u~ ~~ ~ cCO Zt- lll:('t) ~N GO) t5 g ~ ..... is ~ 2; ~ ~ ..... ~ o ~ 00 5 ::x:: ~ ~ 2; o ~ a.. ~ <:lJ ~ ~... .":)';crt"~ .:s..~;';;., ill: 0 ~ !;eN ~ L' ---. 0 '- oN....... ;:iO r...$o..-l. ~~t-e-1 "- t.,) rn ..-I ~... ..,-J' +>~~ 0 ~~ P-i d> C~.".:o . ...s:: ..c ~ 0'). ut:~;:- r... 0 p...-I ~zat:. ...s::O~ C.,) ~ C,,) "'tj ~ o poW S . -- ..~:-,~ :.,.; .'-'...." ~~ - .~ -.- ,+-~ ... 0: o ::< a: o (/) ~ ~ g 0 ... 0 \: en a a: w uJ ~ t;: o co; w 0 a: ::; III co; W > a: I- ~ 0 ~ Z <!J u; '0 .- ~ .Ji4 ...0 .'~ ~ ~ 30 ."0 .IX! <<J. '0 .' .:p ~('t) d). ..-I ~ ..cO <<J 0 t- ~O~~ ~.g.E< Xl ...:l I:..H1ol ..~.Gj CD .. o>~d) ,...-t 0 .... CD 4)'" 1I3 .~ :> CI) ~ .,0..-1 ~ m'-CDgj ~t)Nt) UI a:: :I: UI I- 0 o a:: u- t- 0 0 ~ [J" .... c..D ~ C'- .r o cC o LI1 .. - cC ~ C'- n.J .... ~ .... ~ o .. - ~ cC C'- ~ ru [J" o ~ [J] Wasnlna~an na~lanal~ INSURANCE COMPANY STATEMENT OF ACCOUNT VALUE CARLISLE PA 17013-!142 Washington National One Presidential Parkway Post Office Box 9019 Kokomo, Indiana 46904-9019 1-800-866-9922 MARGARET V BARRICK 442 WALNUT BOTTOM RD ~gi~tlif1gJ)~ti/ .. 01/11/01 ......___...._......._n_n. ..RelereneeNo. ....-.-,.....-- --,---. Effective. .. 1,559.95 04/11/01 CONFIRMATION OF TRANSACTIONS 1,575.11 041101 . interest .. DiSab ility Rate.. . PremJMisc SUMMARY OF ACCUMULATED VALUE 638.86 INTEREST RATES 936. 25 0.00 MESSAGES 1,575.11 ...... ...... ......... Ii."............... 07/11/90 07/11/91 07/11/92 07/11/93 07/11/94 07/11/95 07/11/96 07/11/97 07/11/98 07/11/99 07/11/00 lnterestRate ....EffeCtive..071111DO 4.000 4.000 4.000 4.000 4.000 4.000 4.000 4.000 4.000 4.000 5.000 Most of Washington National's Annuities guarantee current interest rates for each contract year (WNPlans I and II) or each "'calendar'" year beginning January 15 (WNPlans II + and IV). Funds in your annuity earn different interest rates based on the date deposits were made. The chart at the left reflects the "'old money'" interest rates currently in effect for deposits made during each twelve month period listed in the "'contract year'" column. The last rate in the column is the "'new money'" rate effective for any deposits made during the current period. NOT TO BE USED FOR TAX PURPOSES /'?~ ?U~h ~~^a $ 3:>N"'''~N ~\:> ~~(;"''B luawABd C;;C' c:'o SJBIIOa ~~ 5h( "yh( (O-or:/--O( alBa ~\'J~~~ JO:l $ 30N"'VB .1S'" I . :d'~i (/.~~ O;1~~ C) I( ?~O CJJ ~r{ i9ll a t::) 0 N ~ y. WOJ! pa^!a~al:t C"C' .-L::: C'Q N 80 ~L ~ e!Ue^llisuUad '5mqspJeH . peol:! uMolsauOr 00 ~ v "cj '-:? -; {3V1lVN ANVdVllO~ '.~, ;.,'. ,.' \~. ." .4j" "'. ~" " .' ';'::;"";"'~<";';''-\7:''i':'''':''''''''':'-'''''''' tl,,',.",","" Ie:;' ;.'"11-,'" J ';I"{"~, ""'~~,/)t~::~,~'l'='!"'Ul'~~-"'lJf'~~ft.w>~~:.". ..:',.....;r:l~ ~I,;;rN.l'/": r;:,_v' ,._,....,...,-" >/\,' l~ ";,, ; ...~.: i;~'. ... ... ~ ",' '. ~': ~"/- . CREMATION SOCIETY OF PENNSYLVANIA 211176 Statement of Goods and Services Selected Charges are only for items that you selected or are required. If we'are required by law or by a cemetery or crematory to use any items you have not selected, we will explain the reasons in writing below. If you have selected a funeral that may require embalming, such as a funeral with a viewing, you' may have to pay for embalming. You do not have to pay for embalming you did not approve if you selected arrangements such as a direct cremation or immediate burial. Embalming is not required by law, except in certain special cases. If we char~d for embalming, we will explain why below. Margaret V. Barrick For the Service of \ Date 10-20-2001 PROFESSIONAL CREMATION SERVICES Direct cremation . ..~" Special 48 hour or weekend cremation service Medical documents / courier fee Nationwide guarantee program Worldwide travel protection program Private family identification and/or witnessing cremation at crematory (includes cremation container) FINAL DISPOSITION Packaging and forwarding cremated remains Express mail Arranging with a cemetery for burial of cremated remalOS Arranging, packaging and forwarding cremated remains to a national or private cemetery for burial Scattering of cremated remains over land or sea Burial of cremated remains at sea MERCHANDISE f Register book '-)~. ~ROSt ~~p Memorial folders/prayer cards Thank you cards 7 C) '1 'K '<- Do-It- Y({l)a;rlf~iaC~ffl~i ner Urn # Cremation container Urn burial vault ~w\P ~ CASH ADVANCES (We charge you for our services in buying rhese irems) Cemetery charges Honorari urn Certified copies of the death certificate County coroner cremation approval fee Flowers Newspaper placement fee tJfi'f-SPf-ger eh'M"~lh i ne 1 rat New::; 116 If a cremation container, urn, burial vault or embalming is required this is why: $895.00 $195.00 ~~ - P~,,'('o-'.<;,; \... ~ ~ \ \\ ,- ~~ .,..? /" $0.00 $20.00 $25.00 .$15.00 SALE PRICE DOWN PAYMENT UNPAID BALANCE $1,150.00 :H,090.00 ~6..kfd'0 ~ /1-5~.:::? For atGteliel:Vices only: I hert.by agree thar I have examined rhe above stated irems and found them to be coreecr and according ro the arrangements requesred and I hereby acknowledge receipt of a copy of this srarement. r hereby represent that r have sufficient assers legy-lIy avail~b~e for paymenr of rhe cash price and hereby agree and covenant jointly and severally to make pa~ents of $ wirhin days. A late charge o~ I 2 -0 per month amounring 1,8Jl;_ per year is applied to rhe unpaid balance beginning days from rhe date of rhis agreement. Any additional services or merchandise ordered or requesred after rhe dare of this agreement will be considered pare of this agreement and the COSt thereof will be reflected on [he final statement. c-~.da ~~~. . Purchaser ~ .' .... Il allftrst MARGARET V BARRICK 107 S. RIDGE RD. BOILING SPRINGS PA 17007-9712 1.1111I11I11111I" 11I111I11.111111I1.1111..1.11111I111I11.1111 Page 1 of 3 Relationship With Interest October 13, 2001 thru November 13, 2001 MiirYill ~i 'y Da. r-i~i\ ':"\.ici Nu ,..,..,..,..- ""r.' ... Uv.~o- .00.;-0 n -- A~-. ...... Ce.iiil",. ~...Ctim 'fill c.....ug",n Customer Service 1-800-533-4630 Activity Summary Annual percentage yield earned Avg. daily ledger balance Avg. daily collected balance Interest earned this statement Interest paid this statement Interest paid this year Days covered by this statement 0.457- $2,532.25 $2,532.21 $1. 00 $1. 00 $55.87 32 Balance on 10/12 Deposits and additions Checks Other activity Balance on 11/13 $2,620.36 1.00 -23.69 -106.15 $2,491. 52 Deposits and additions Date DescriptIon Amount 11/13 INTERESTPAID -Jf $1.00 $1.00 Checks · Denotes missing sequence number Number Date Amount 3202 10/29 $23.69 ~ $23.69 Other activity Date DeSCription Amount 10/22 ACH DEBIT CAPITALBLUECROSS INS. PREM 204036771 1230455154BARRICK MARGA20012923359819 ,"*,-106.15 -106.15 015626 1 0006.98317452046 050 , '.< iii allfirst End of Day Ledger Balance Account balances are updated in the section below on days when transactions posted to this account. Dille Balllnee Balllnee Dille Blllllnee Dille 10/12 10/22 $2,620.36 2,514.21 $2,490.52 11/13 $2,491.52 10/29 Click or Call to reorder your checks! Just go to www.allfirst.com to find check reorder options and select Check Reorder Express(SM). Or, call ServiceLine Plus(SM) at 1-800-355-8123. It's the easy and convenient way to reorder checks when no name or address changes are needed. You can change your check choice and order selected accessories - like planners, covers, and calculators. Access and Convenience - just one more way that Allfirst is making it easier for you. The annual percentage yield earned reflects the amount of interest earned on the account during the statement period and the average daily balance in the account for that period. The interest rate paid will fluctuate according to money market conditions. About your Relationship Checking with Interest account. When you maintain an average daily ledger balance of $1,000 in your checking account; or $2,500 in your checking, money market and savings accounts; or $7,500 in all related accounts you will not be assessed the $10 monthly maintenance fee. Balancing your checkbook. Look on the back of your first statement page for a fast and easy way to balance your checkbook. What your icons mean [ ~ " o i \ \ 60-831871 3~ Date! j 3202 l'lld(}6\ I $1iX6 'rl- ~ V. aJ~ B-oW 442 <fIJaImm qjoU;onv 9U. 6'adMk, gu 170M 140~< ,'Z2&.:5 < j'll 20 <4\..lY3 4\..1.93 Pay to the order of ffi ~~--~ ~& ~ ----~ mE":: ~ fff.DAUPHIN D~OSIT BANK AND TRUS~ co. : A ~URG, PA 17105.2961 I 7l1'-d-'f~-'td-q5-C~ ~~.-€-6 V~ M' . For -~~<L~%Jb~~--- 1:0 1 ~ 100B ~""I: 2 ~ 5 ~lIlb8 ~bll' gg ~ 20 2 Illoo006cf~bgl,1 0006-SB317452046 050 Pllge 3 of 3 For questions about your statement or change of address information, please see page 2. , .' IIIII~IIII~II JDAP11EM 003064 1 Vendor # U000241677 Vendor Name: MARGARET V BARRICK Check Date: 12/04/2001 Check No. 0005030004 Voucher ID Invoice Number U0241677 717-243-4295-086 FINAL CREDIT PO Number Invoice Date 11/28/2001 Gross Amount 3.21 Discount 0.00 Paid Amount 3.21 -;;y ~~~ }.oO ~ _ ~";),~ l \.}Y~~ tV'" ~ Customer ReflUlds Total Gross Amount Total Discounts Total Paid Amount : . . $3.21 $0.00 $3.21 . . . ..... ..... Sprint@ Sprint United Management Company Paying Agent on Behalf of Itself and Sprint Corporation's Affiliates P. O. Box 7977 Overland Pwk. Kansas 66211 1-877-604-8464 000503000, 56-382/412 12/04/2001 "BPAY'****************3 OOLLARS AND 21 CENTS ****************3.21 PAYTOTJU ORDU 0. iiiiiiii - iiiiiiii . !!!!!!!! 00003084 1 AS 0.280 01 **********AUTO**~~~~D~[AADC,~,O .... MARGARET V BARRICK--':.C:"h"" .-.___ .281 STONE CKJRCH RD .._ CARLISLE PA 17013-8387 VOID IF NOT CASHED WITHIN 180 DAYS - = III: = !!!!!!! Authopfzed Signature 111111111111111111111..11.1..1...11.1.1..1.111.1111.1111.1..11 J~;II ~ .......t a..k all.., ~ A. v.. W.., 011.. ..... 111000 5 0 ~ 0 00 1.,111 -:01., ~ 20~8 21.,-: ~bOOO ~b 21.,~1I1 PHARMERI~ <l~ For Payment: PO Box 6176 Carol Stream, IL 60197-6176 IF YOU HAVE ANY QUESTIONS CONCERNING THIS STATEMENT OR WISH TO PAY WITH YOUR VISA, MASTERCARD AMERICAN EXPRESS, OR DISCOVER PLEASE CALL A BIlliNG REPRESENTATIVE AT 800-352-9161 For Comments and lor Concerns: 111 RUTHAR DRIVE NEWARK, DE 19711- CUSTOMER NAME BARRICK MARGARET PHYSICIAN NAME DANIELS MICHAEL 0 STATEMENT DATE 10/31/01 ACCT. NO. 5702-01-03716 FROM THRU DATE! DOLLAR DATE RXNO. DESCRIPTION QTY. CODE AMOUNT 09/30/01 BALANCE FORWARD 599.96 10/12/01 403533 ILEX SKIN PHO r EC rANT 49.8% P~T OTe 60 6.65 10/17/01 393927 CELEXA 40MG TABLET RX 30 71.65 10/17/01 400948 FLJH~E 40MG TABLET RX 30 8.80 10/17/01 400949 SPIRONOLACTONE 25MG TABLET RX 30 17.10 10/17/01 433981 ULTRAM 50MG TABLET RX 60 55.15 FINANCE CHARGE 9.00 AMOUNT DUE UPON RECEIPT $768.31 CV=CONVERT TR=TRANSFER CR=CREDIT RX T=TAXABLE D=DISCOUNTED N=NON-COVERED FINANCE CHARGES ARE CALCULATED AT A MONTHLY PERIODIC RATE OF 1.5% (ANNUAL RATE OF 18.0%) BASED UPON AN UNPAID BALANCE OF 30 OUTSTANDING DAYS OR MORE AS OF THE ABOVE STATEMENT DATE PHARMERICA <li~ PLEASE RETURN BOTTOM PORTION WITH PAYMENT - Retain top portion for your records 438 PLEASE DO NOT STAPLE CHECK TO STUB 0lC85 AMOUNT 30 60 90+ STMT. ACCOUNT DUE UPON AMOUNT CURRENT DAYS DAYS DAYS DATE NUMBER RECEIPT ENCLOSED $168.35 $175.66 $219.05 $205.25 10/31/01 5702-01-03716 $768.31 CUSTOMER NAME BARRICK, MARGARET FACILITY NAME THORNWALD HOME TO: MARGARET BARRICK C/O THE THORNWALD HOME 442 WALNUT BOTTOM RD CARLISLE, PA 17013-3742 1".111,"111"....11..11...11.1,.,1,1,,1..1.1,1,,1,,1.1,111,1 PHARMERICA PO Box 6176 Carol Stream, IL 60197 1.11"1/"""111,1.,1".1,11"",111,,,1,11.,1..,1,11.,,1.,11 OIC 85 5702010371600076831000009 P~~ERlCA .~~ ... For Payment: PO Box 6176 Carol Stream, IL 60197-6176 IF YOU HAVE ANY QUESTIONS CONCERNING THIS STATEMENT OR WISH TO PAY WITH YOUR VISA, MASTERCARD. AMERICAN EXPRESS, OR DISCOVER PLEASE CALL A BILLING REPRESENTATIVE AT 800-352-9161 For Comments and lor Concerns: 111 RUTHAR DRIVE NEWARK, DE 19711- CUSTOMER NAME BARRICK MARGARET PHYSICIAN NAME DANIELS MICHAEL 0 STATEMENT DATE 07/31/01 ACCT. NO. 5702-01-03716 FROM THRU DATE! DOLLAR DATE RXNO. DESCRIPTION QTY. CODE AMOUNT 06/30/01 BALANCE FORWARD 153.80 07/08/01 384221 r clt.lanr 1.....I-I-IIINI::OIN.rMENT .. aTC 113 5.00 07/10/01 385277 AMOXICILLlN 500MG CAPSULE RX 30 15.10 07/20/01 394855 ,....-It.ll\/Ir 1....1-1-1 liNt:. GIN 'VI'-''I' .. aTC 113 5.00 .... 07/20/01 395735 VITAMIN C 250MG TABLET aTC 10 .50 07/20/01 395737 ZINC CHELATED 25MG TABLET ... . aTG 10 .50 07/23/01 396554 NEUTROGENA ORIGINAL FORM aTC 1 2.20 07/23/01 396555 ILEXciKIN PROTE\JTANT 49.8%P::>I aTe 60 6.65 07/23/01 396556 ALOE VESTA 2-N-1 OINTMENT aTC 240 8.15 07/25/01 PAYMENT - TBANK yoU 153.80 CR 07/25/01 393927 CELEXA 40MG TABLET RX 30 71.65 07/25/01 394158 ULTRAM 50MG TABLET RX 60 55.15 07/25/01 395812 VITAMIN C 250MG TABLET aTC 60 1.25 07/25/01 395813 ZINC CHELATED 25MG TABLET aTC 60 1.50 07/27/01 400683 LOWSIUM SUSPENSION OTC 360 3.45 07/27/01 400948 FUROSEMIDE 40MG TABLET RX 27 8.35 07/27/01 400949 SPIRONOLACTONE 25MG TABLET RX 27 15.80 07/30/01 394855 CALMOSEPTINE OINTMENT OTC 113 5.00 , .. .. AMOUNT DUE UPON RECEIPT $205.25 CV=CONVERT TR=TRANSFER CR=CREDIT RX T=TAXABLE D=DISCOUNTED N=NON-COVERED PLEASE RETURN BOTTOM PORTION WITH PAYMENT - Retain top portion lor your records 425 PHARMERlCA <ll~ PLEASE DO NOT STAPLE CHECK TO STUB OIC 445 AMOUNT 30 60 90+ STMT. ACCOUNT DUE UPON .AMOUNT CURRENT DAYS DAYS DAYS DATE NUMBER RECEIPT ENCLOSED $205.25 $0.00 $0.00 $0.00 07/31/01 5702-01-03716 $205.25 CUSTOMER NAME BARRICK, MARGARET FACILITY NAME THORNWALD HOME TO: MARGARET BARRICK C/O THE THORNWALD HOME 442 WALNUT BOTTOM RD CARLISLE, PA 17013-3742 1",111,"111'"'1111"11,"11.1,..1,1.,1,.1,1,1,,1,,1,1,11,,1 PHARMERICA PO Box 6176 Carol Stream, IL 60197 1,11"11"""111.1"1",1,11",,,111,,,1,11..1,"1,11,,,1,.11 OIC 445 5702010371600020525000004 ... ~ .. . -- .-4; ..=t ;i - N ... ..." .... .. e~ ~ .. ... ... .... . ..... .... -. D::l DC .. CII ... ... ~ .... Ill: ~::: .... )I' -",.~..--:- .' 'ji . . .., .... ~ ~ GO .... ... .... .... DC Ill: .... .. 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U h 1.::.. f-) \i i;~ PHONE " .l. \.:.1.._ \.~>...' nJ I..-.~ ; tiHJb l'IC 1'\ T " II U L L Y f3 P 1< I 1'1 G ~:; 'I PAl '/ ~J 6 ~:; STATEMEMT RETURN UPPER PORTION OF STATEMENT WITH PAYMENT l,.'ELV(.i LEBO 261 STONE CHRUCH ROAD PATIENT'S NAME )"1 (I f:: U I:i h: Cl CL.OSING DATE NEW BALANCE CARLISLE, PO 17013 ...:_,;..<;:i..:~'r..~L1~ :>:~ '<'~~~~:::'''.''/-'~-'-~~<;' - ",-~':~..1'<'.. NOTE: Charge. and payments not appearing on this statement will appear on next month', statement. SHOW AMOUNTS PAID HERE CHARGES APPEARING ON THIS STATEMENT ARE NOT INCLUDED ON ANY HOSPITAL BILL OR STATEMENT . . EXPLANATION OF ACTIVITY i.:~:::.i0. ';,~j.0 i..ll-;'~;'L 1 1::.1)1 U '. LV . . . . . . . . . . . . : . . ..h2....:i~j....01 ~UfjSEUULl'H~ HURS HIG 1-I011E C ')')311 AMOUNT OF CHARGE HiS BEE~ '1. 8&- 1.8(;:,' .),:;:....22.-01 l'ICI:':I-H)j' 13-14-01 SUBSEUQENR NURSING HOMEC 99311 2:::.i0. AI'1UUNT OFo'CHARGEH.\S BEEI ~J3 '-30--01 1'1Ch:ADJ ~"h> jQ-2cl-01 SUBSEUUENR NURSING 99311 250. j}-16-01 MEDICARE PRYMENT -:J/." 1 (;'-"0.t l'ICI:~H D J 'l~D 40.(1' 12.92 w;:.. nl~)'" .1, j.:J' . ~I. ~:.: .... ~j J. ...... ~~:./ L, :~~ \.:1 ,~.\ --I ~"I E. ,'.i T .n"... ,1,:oJ ',;"j.:' '..... ".'~:"l...,..11..!~~i"~"'~ j'.I~.;!'....J .Lot"lt.: l"l(J~\t~;~ \-' .;. J ..:'.1. .j. f..,,:, k. ." J. ':'.' .... ~J J. ) i i... .'." .i. ~..' ;,:, ;-.~~.. r" ?:'l"'{ l"ij L J'l_.'; .~ J. ,.~ ""~:J~. I. ~ . k", 't'.l ;.../ --.' i..:.,....l" i .1.... f 1...' r\~'v W r,l I U \.,\;.," r1 / ;'> ';' '\ "j, ,,~h \. dlvi> D-' {vb- t-~,~ /d-L . 1:; ~ L ~v 1\ ~~ \rv,)f:- \J. c:' ,(A}.- .. ,..... t t, !~y' \(1 . " Medicare has applied these charges toward your annual deductible. PLEASE REMIT PA YMENT STATEMENT BALANCE-OVER BALANCE OVER CL.OSING DATE 30 DAYS - 60 DAYS -:.. .1. ,dO do. ~j ....:;j \.:.:: . \'J(~ . (-30 DATE OF LAST PAYME;r,.JT ". J. t:! I .. ~J J. l .:.... ", '.. "'-". """ .<" AM"t.'OF. iAirF;'" PAYMENT,;;:,.': ..:.~ ... . .I..,. ..... PLEASEIj'~Y)HJ$ AMQJJ~t'~"-".' ~<,~'. '~/~':< :.:If...:c;-;::~ ,j::.:}" .>)P",2,:. -.~.:~,,--.~. -4.~~, .. -..;;;;i--:~" ~'4-'~~' '~', :' .. 3,~.1.4 32.14 15 . ':1';} , ';,~ ...1" --'I ~_' bL"" i't:; 6,:..,~' '/ ~ J ~ LAST WILL AND TESTAMENT OF MARGARET V. BARRICK I, MARGARET V. BARRICK, of 1231 Claremont Road, carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my children, VESTA CALAHAN, VELVA LEBO, and LINDA DURHAM, equally, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death, shall be distributed to her issue, per stirpes, living on the thirty-first day following my death, and in default of any such then living issue, such share shall be added to the shares for my other children. THIRD: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. FOURTH: I nominate, constitute and appoint my Daughters, VESTA CALAMAN, VELVA LEBO and LINDA DURHAM, Co-Executrices of this my Last will and Testament. FIFTH: I direct my Executrices shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set this, my Last will and Testament, consisting pages, each identified by my signature, this -Tulv , 1988. / my hand and seal to of two~2) typewritten Y S- t. day of ,~ .,. ' - '17 .' ., /./ x-/ ~> .. . . ,.. ( / I/:~j ,<--,4,-,-,1.<--/ ;/ '^:--7"'':'<'l./L.--, e-/";( SEAL) - M~rgaret v. Barrick ~ / " - Page 2 of 2 Pages - ~.. '- Signed, sealed, published and declared by the above-named Testatrix, Margaret V. Barrick, as and for her Last will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses~ ~d/~~ ~~i_/L A .~:t~ . -~- - ----- - --~.,.-- ~. ,:-. ." ,""..-. 'w'" ,:,",:';.'t';." ..... COMMONWEALTH OF PENNSYLVANIA) SSe COUNTY OF CUMBERLAND I, MARGARET V. BARRICK, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and BARRICK, the Testatrix, this 1988. ackno~edged before/me by MARGARET V. ..<.s:- 1 day of 7?t V / EAL) TAYLOR P. ANDREWS, NOTAIIY FU~IIC CARLISLE BOROUGH, CUlaEllAHiJCOuHTv . IY COMMISSION ElPIIlES DEC. 2J.C199'1' . ,.' .ember. 'ennsrlvania Association iJt . M(,~.ri.s. .:.: COMMONWEALTH OF PENNSYLVANIA) SSe COUNTY OF CUMBERLAND ) We, RONALD E. JOHNSON and , 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 Testatrix sign and execute the instrument as her Last Will and Testament; that MARGARET V. BARRICK signed willingly and that she executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by RONAL~E. JOHNSON and 5~ ~ift;t'l.f{ S';::>.t.{hOY/f , witnesses, this 2.~ '( day of -JU I Y , 1988. ! (SEAL) "'---. TAYLOI P. ANnr.r.:~', ~.:'J!'^ll";, ?USlIC , CARLISlE aORoue.:. .:. '.:~~::IU.AfI;;\ COUNTY . I' COIllSSIOfll (~:,.IHS Df.C. n 1991 Il!tmbtr. P",nsyhlnlQ :~$~;;<;!Iti,,\: "i NotaritS ;', ~ '. . . . . . . . . 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