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HomeMy WebLinkAbout08-01-79 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I J 55: -____Ma_rZ_Z.~humm_~__aI1..<:J~.mna Ma~~~ace_ ----~~--,- being duly sworn________ according to law, deposeKand say:x thatx~ thpy ~rp rhp RXpr.llrrices ------------------------ of the Estate of J. Floyd Barrick late of --- Upp~r Frank:ford T()wnsh,ip_,_____, Cumberland County, Pa., deceased and that the within is an inventory made by -MgxY---I-L--Thumma and Ann~]\1ae 'T'rar.p, the said RXpr.llrri r.p!=: of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item o..f }h~ Inventory represent it's fair value as of the date of decedent's death. -m ~ ~ ~1J!.............- <^~ <) <':-t/ O'V""" '--'\. and subscribed before me, ~. ~. ~.c.>L.. Executor .. A-clminic+,...+nr -;::r ~~26 I ~ 19 7 '1 ~~?; ~A ~ b.t~~ HAMIL TON c. DAVIS. Notary Public Newville, Cumberland Cg., Pa. My Cornmi$Sion Expires September 22, 1980 Day j o c~ ~ -e", ~ {)?J _/rlY IT I?oCA j / Cfu. I.' ~ 11"" ~~, ~ Address /70 J -.3 Date of Death ---L____ Month (ql ~ Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must bl~ filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act olf 1949. I I ~ I , j II I il >- j " ell II I- w 0 '" r-- >- ~ I- tH III M w -c( .!>I: Q) C! l:l.. I- u 1.0 0 J:: Q) Cll ,I 0 V') (7 0\ >0- I w w Cd c I ~ --- III Q) 00 I. I- l:l.. ! f>..j "- l:l.. C r-- Ii Z I- -J LL ~ lI-I III r- .. I ii -J -c( 0 l:l.. ,~ 0 I' w LL W :I: r-I > 0 -c( e:::: ~ f>..j >. -c( N Z ~ +- Z 0 c c :> 0 V') Z 0 e:::: 0 '-:r') _ z w -c( I. ~I l:l.. t-p " ~-;I c III ...... -.: '--1 0 Q) ..Ll ~ Q) E " +- ~ 0 III :> 0 -J 0 u: lXl Inventory of the real and personal estate of J. Floyd Barrick deceased. HOUSE! situate in the village of Bloserville, Upper Frankford Township, Cwnberland Co., PA, recorded in deed book "I", Volwne 14, Page 508. Market value determined from bid price at public sale held on April 28, 1979 Proceeds from public sale of all personal property held Saturday, April 28, 1979 Sale of 1967 Chevrolet Chevelle. Value determined from arms length private sale to non-related party Savings Account #1-14583-8 Farmers Trust Company, Carlisle, PA Principal plus interest to date of death Checking Account Farmers National Bank of Newville, PA TOTAL 18,300 00 5,869 65 500 00 22,643 04 449 50 47,762 09 Form RC C-lO DEDUCTIONS ALLOWED IN OFFICE OF THE REGISTER OF WILLS LATE OF OF Cumberland COUNTY STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF AND AGENT OF THE COMMONWEALTH ~l. , /<_ t-<c) /1 , LCt" / DATE OF FILING APPRAISEMENT . \~('IO\ I.~ ILl?/{ DATIi OF DEATH October 9 , 1978 '\ \ I I DATI! No. OF NAI\41L OF PAYEE REMARKS AMOUNT VOUCH"'" 1978 n,:> r 12 Hoffman Funeral Home funeral expenses 1647 00 T"I",~ 1 A t;1~.;",,,,r'l....h;n Hr'lC:o rr'l ambulence services 15 00 '- 1.1 14 Belvedere Medical Corp. medical expenses 85 00 " 14 Harris Associates medical expenses 79 00 " 15 Dr. Jay Townsend medical expenses 328 00 " i~R~ic 22 Evelyn Barrick reimb. cleaning 30 00 " 29 Raymond Thurruna reimburse expenses 31 46 1979 l4;::,rrh ~l V;r'll,:>+- T.p.ho completion of Guilt 7 00 ~p r i 1 21 Erie Insurance liability insurance 35 00 " 21 Evelyn Barrick reimb. furnace repair 40 45 " 21 Evelyn Barrick reimb. hauling junk 5 .00 " 21 Evelyn Barrick reimb. fuel oil 225 08 " 21 Evelyn Barrick reimb. electric bill 62 08 lay 3 Ned Hoover help at sale 20 00 " 3 Scott Clark help at sale 20 00 " 3 George A. Farling, Jr. help at sale 20 00 " 3 Arlene Hoover help at sale 10 00 " 26 Eby Grani te Works Ie ttering on stone 35 00 " 31 Real Estate transfer tax sale of house 183 00 - une f'lcCrea & Davis reimburse expenses: real estate taxes 46 ' 36 Valley Times-Star (ad) 4 50 Cmw. Law Journal ( ad) 18 00 Register of Wills ( letteJ:: s) 33 00 ESTATE OF J. Floyd Barrick Upper .. Form RC C .10 DEDUCTIONS ALLOWED IN OFFICE OF THE REGISTER OF WILLS DATE OF FILING APPRAISEMENT ...J(I JO "'-19~ fq ~Q \\ (l I LATE OF OF Cumberland COUNTY STATEMENT OF DEBTS AND DEDUCTIONS THE SUM AND AGENT OF THE COMMONWEALTH ESTATE OF J. Floyd Barrick Upper DATE OF DEATH October 9, 1978 DATE NO. OF VOUCH"" NAMi: OF PAYEE REMARKS AMOUNT McCrea& Davis reimburse expenses (cont'd) Adams Electric Co-op Reqister of Wills (shorts) final bill 6 00 21 29 15 14 1,194 05 1,194 05 2,000 00 insurance Marx I. Thumma Executrix' Commission Anna Mae Trace McCrea & Davis Executrix' Commission Attorney's Commission Re~ister of Wills Filing fees: did, inventory Evelyn Barrick and a~praisement Family exemption Notary fees 9 00 2,000 00 10 00 Susan J. Hovetter TOTAL $9,429 46 COMMONWEALTH OF PENNSYLVjANIA } COUNTY OF (r {~b~{~ cJ ss: J, l11^",-,,1'. r1~::,,^A- ~l,j\__A'A''l--- l!hlt-t I'flre ~ ..J ~ ' - - - - - - HEREBY CERTlI"Y, THAT. TO THE BEaT OF !IolY KNOWLEDGE AND BELIEF, THE FOREGOING IS A.~~ST ~I'oIO TRU1 BJ;YEMENT OF hBTS. FUNERAL EXPENSES AND EXPENSES 01" ADMINISTRATION SUBMITTED TO THE ESTATE OF I. r (Ull D A-v y , ( ",J - -- - DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. . L 6 th -- ~ (i'JAL t-/, 'U/N....._~ _ ~ SW~ ANq SUBSCRIBED !!EFORE ME . fl. O.~Y Of" U -\...vv.1.~ < . / -J 1" (I ~ ---'l/-L~" ~- Ii--vl/1 (' -/I ./~-h' ~-<---> ! . HAMILTON C. DAVIS, Notary Public N&'.wilie, Cumberldno Co,. f'a. My Commission Expires S",ptemb&r 22, 1980 CL. S.) (~c_ c/~. ~-z.A.--c<- <--.12-. ( t. 5'.) RCC-33 14-/3) pi 7/ COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF CUMBERLAND IMPORTANT: This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the County where decedent resided; Return is due within nine months after date of death, unless an extension is granted by the Secretary of Re1tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF AFFIDA VIT OF Cumberland C,",J EXECUTOR S J. FLOYD BARRICK (STATE FULL NAME OF DECEDENT! Late of .x<<'li1M~~ State of Pennsylvania J.. County of Cumberland ~~K*& Mary I. Thumma and Anna Mae Trace, of the estate of th" above-named decedent being duly sworn, depose Executor S and soy Decedent died October 9 (MONTH) Nome and oddress of attorney or } other authorized representative to whom 011 correspondence should be moiled. 1 DAYI , 19~f testate leaving 0 lost will, copy of which is hereto attached. } IYEAR) ~K McCREA & DAVIS, Hamilton C. Davis, esquire 22 South High Street, Newville, PA 17241 That as sucl;Executors, deponent is familiar with the affairs of said estate and the property constituting (EXECU TO R-ADMI~J 1ST RA TO R) the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following: _ NAME AND ADDRESS OF BANK OR OTHER INSTITUTION I THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT NONE That the contents of said safe deposit box or boxes are itemized under Schedules wi th the exception of the following, for the rea sons hereinafter set forth: NONE of this return, That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, and tn the delle of decedent's death in all other cases; all bonds, postal s av ings. ,fcas ury certificate s or note 0: and nl!wT ev idcnce of mde btednes s of the U ni ted Sta te s to the de- cedent; all obligations, whether by statut.: or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and al! other personal chattels of whatsoever. kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mcrtgages held by decedent and of al1 claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent: ail and the eorporate stocks and dividends due thereon and unpaid as of the date PI death, bonds and accrued interest thereon to the date of decedent':' death and other investment securities owned by the decedent at the time of death. with the market value there, of at such time. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or husiness. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the ag;reement) together with a statement setting forth the cnaracter of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Scf>edule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers of property, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the case of Transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a cony of the deed, trust agreement or other instrument creating the trust. Thert~ is also set forth in said schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, wi th a copy of the instrument creating such power attached to the schedule. That Scf>edule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Scf>edule E attached hereto and made a part hereof sets forth all property, real antt per- sonal, owned by the decedent jointly wi th another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address anrl relationship, if any, of co-owners to the decedent. That Scf>edule F attached hereto and made a part hereof sets forth fully and in rletail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of arlministration of this estate; counsel fees and ~lrliciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaici at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns i.n Schedules "A", "B", "en, "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. -r'Yl a-1'~~-~--'" Subscribed and sworn to before me this ................................ Z ~t - ~ :~i day of .~7:S ....... ..... ..... 197'(. c:~~4::t::;;;;;;ymm_- . .. ..:-~~~::!t~:tE{":~~PC7 mm ... ?~;X::;;t~t~1J;,Smm~~~___- N.~;H,. Comb,d,"' Co.. ". m ... .m....2..;.....y.......;........../2 ..mJ.... My Commission Expires 5eptembar 22, 1980 (City or Town)and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schednles annexed are filled in with details or the word "None", anct in case the assets inclucte rare and unlisted secnrities, securities of close or family corporations or an interest in any co-partnership or business, that the dr,ta and statements required uncter the paragraph above relating to Schedule "B" are attache,l. /\.1so make certain that column #1 in the "Summary" has been properly completed as above-directed. RC C-34 (4-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT CF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY *' Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent as tenant in common with another or other, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.") The real property located In the Commonwec~lth of Pennsylvania should be described by lot and block number, street and street number, together with a general description of the property, with 01 reference to the record of the conveyance by whl ch the decedent took title; If a farm state number of a. cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule" F" and must not he deducted from this schedule. (1) (2) (3) DE PA RTMENT VA LUA TlON CAUTION (Do not write In this space) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ESTlMA TED MARKET VALUE House situate in the village of Bloserville, Upper Frankford Twp., Cumberland County, Pennsylvania Recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book "I", Volume 14, Page 508. Market value determined from bid price at public sale held on April 28, 1979. n' " t' '\ ,.j' ..L I' ' , (" /J /1 I .u'6d,~ 91:' ,.j:: ", >t.), H(;' ',,' u,..u. ,c,yl,k'i/L n,! -f'jJ.J!(\_Y~j \ /. // $3,210.001/ $18,300.00/-- Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last pal~e of this return. /(~ .,JtJt). {)() ~.cc -~;:, HF<;;1 '...." LJECEDE:.IT SCHEDULE "B" PERSONAL PROPERTY rm!1l10:\,.iE.\LTH OF PENNSYLVANIA TRAN'-\ITR INHERI'L\NCE TAX I~STRI'CTlUNS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly wi th another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tlve tn:"t ,,[~counts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goo,is, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed es tate of' or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. I TE"M I~ist and describe hIlly UNIT VALUE ESTIMATED MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) Proceeds from public sale of all personal property held Saturday, April 28, 1979 $5,869.65 F' Sale of 1967 Chevrolet Chevelle Value determined from arms length private sale to non-related party 500.00 " Savings Account #1-14583-8 Farmers Trust Company, Carlisle, PA Principal plus interest to date of death 22,643.04 Checking Account Fa~mers National Bank of Newville, PA 449.50 I nser t this to tal opposi te "Personal Proper ty", Schedul e "B" in the "As Reported" colwnn on the last page of this return. x X $29,462.19 ~C\ ) '-\ La ~. \ <1 JUl 3 19~o FARMERS TRUST COMPANY CARLISLE, PENNSYLVANIA ..r~~,l. ',.r 1": '.., ('>'7 (i Date . ..... .' ""r('~"~;,>, ";~"'r-;' 1")") c~.....'"tt-, no: ,.,.'\.'"\ ~+',....r,0.L. 1'1 1, "7?1, ,1, T:rrt.T""'':; ":, P"':ft_ ' ,-' Re: Estate of _------'T.. .'J 0v,1 ; '., r~"; '; 1,;, . Date of Death _0rtnhn~ 0, 1078 Dear ',' 'Y"'........ - In answer to your request concerning accounts owned, either separately or jointly, by the above referenced decedent and the balance in each account ,as of the date of death, we have checked our records and are submitting the following information in duplicate. We suggest that you file one of these letters attached to the Pennsylvania Inven- tory forms (RCC) to substantiate the balance you report. Note that we have shown the correct registration for each account. Also, interest accrued to the date of death, if any, is listed as a separate figure. Very truly yours, . ./-"., /r _/ )' / ,<//. , . "/,' ;,1< "-~',,',..1>l, ./ l C"'/ic ' ." ~ ;' __.i.._c.,~ . ~ ~-' i ~lV0 ~~i,~~0' j :_~:.:. :-;,;~v5. '"":s!"' . <j(t~n r":--': ~1' It"" n ;_f......; I'; ~~ n'l"', n.l-'"'-tnc": ~~,r.. ,~11J',\_rl~'-'" ,\r,~,-,,(',':nt. ,-'} l-',j,l. ~- r), '< () '7 [' ') c' " .a. ,', >, .. T' I"~ ::,', :',. ,) I' , ',; __ ' ''U'_/ ,) I . ('C(,,:l"~i-. '"\lr'il~. ~')"""r"r'i on -'f..~tr')\"J' ,-'\ :):!, 1 (\':<'::J i ..... ;. ""'YOl (' t.. ....... I.f~ c=rr') t'.. ; a ...1....: '1,.0 r~"'.y'::'~ -,.-.,,1 .... .TO: Pennsylvania Department of Revenue Bureau of County Collections FROM: Farmers ~['rust Company One West High Carlisle, PA 17013 RE: Estate of ~. Floy~ R~Trirk Deceased Date of Death: October 9, 1978 It is hereby certified that the above-named decedent had, on the above date, tllp following accounts with us: A. CHECKINC ACCOUN'IS ]- 7 , 1/;7 (V~-- B. SAVINGS ACCOUNTS /</c!5/53-/5 (. .., '7 p2- /1'7~)/, C//J /) I _.::>Z- ///-~ ~(..(,':::;' c. CERTIFICATES OF DEPOSIT it) ~ g~-t ~ D<lle: / /) /)~/ l. ,/" /'- 1/ . ' ~k~fitd 'l</',/'U~' Lo. ~~"~&;/: -;-'--'JJ:i-- ../"7 ? \/,' .' f .' / l~Y: l. //".<,d~'-,./~~ ~~ _.0 ------------ r ... . -'_.._-~,~-,- ~-",~ ,"',,',' TO: Pennsylvania Department of Revenue Bureau of County Collections FROM: Farmers National Bank of Newville, pennsylvania RE: Estate of J. Floyd Barrick Deceased Date of Death: October 9, 1978 It is hereby certified that the above-named decedent had, on the above date, the following accounts with us: A. CHECKING ACCOUNTS ,,) L( c1 [).-() B. SAVINGS ACCOUNTS C. CERTIfICATES OF DEPOSIT The farmet~ Nationa\ BanK, Newville, Pa. 17, Uate: (l 'J'} /)j -1// " BY: ' ,,-.."(4U;~~'0Y H7 .-cfe l ('" il...L-!I....k: ' --L PC'e-V ('\)\!\~I)\'AE \I.Tli III I'c'\\e,;! 1.\ 1\\1 A T'U\:-:l'::ii I\P'lcfT.\\C!: I\\ SCliFDl'L:.: "{''' '1'1\ \\'-:]V!i:-; "16'" t..:.'~.~~~t ~~..,., '~ 1(, .,;\'>3:', (\ ~\~.:.(,':t~1;:;:2"'~1) ilEe,; 1111:\T 1I1T['I)),\1' \1) Did deepdent, within two years of'death, milk" dny tliLnSf'p/' of illlY material part of },is "." Lati!, witLout rf'CP1\'ing::1 \'alI1iilJl~:~ at~d adequate considp!'nt.iun t.ht~:'p.ror? (!\ns.wer yes 01' no)__nQ___ (;2) Did <!eeedPIII, within two years of' dpitth, trdnsfpi' prol'err.y from hims,>]!' to himself' and another or (.tlH~rs (inCluding: a spouse) in .ioint ownership" (,\nswp1' Jot's OJ' nu)_..!]._()_ (:J) It' Ihp answer to (1) or (:2) ahove is in the il('fll'maUve ,;taLe: (a) Ar~p ~)r dCCf~d(~nt /it limp of' transf\:~r ______ (b) Stine of de~.edent' s Ih~iil 1,11 at time of maki ng; the transfer. (Note 1), (c) Cause of d'ecedent's d'"tth. Uiot.e 1). (4) Did dpcedpnt, in l1Li lifetime, make any t.ransf'er uf property without n,etdving il valuable or adp'luate consideration therefor which was to take effect in possession ('I' enjoymel't at or after his dpath? (Answer yes or no) no (a) lIas there any ilossihility that thO" property tr'anst'erred might return to transferer or his est.atl' or he suh.ipct to Ids POwc'I' of disposition? (Answer yes or no)-w~ (h) \\hitt was t.he transf'eree's age at time of decedent's death? n/a (5) Did decedent ill his lifetime make any transfer without reeeiving a valuable andadPfJuat.e consideration therefur under "hi ('h tl'ansf'eror expI'essly or impl iedly reser'ves for his lif.' or any period which does not in fi)j;t elld h,'f'ure his (leath: (a) The po,;sessl0Il or er~.ioY!lient of or the right to income from the property transferred? C\nswl'r yes or no) no (h) The riglli. t.o designat.e the persons who shall possess PI' en.ioy tn!" property transferred or ineome tllerefrom? (Answer yes or no) _~_ (n) If the answer to (5) (ll) allove is in the affirmative, state whethpr t.he right was reserved in decedent alonf' f)r ot}-lers "_"__~~__._~________________,_____ (7) Dirl decedent in !'is lit'elime make a transfpr, the Go"sideration for which was transferee's promise t.o pay income to or 1'01' the henefi t of Gare of' tl'ansfel'or? C\nsVler yes or no)---.11..O._ (8) Did ctecedel/t, lit allY time, tl'ill/sfer property, the henef'icial en.ioyment of wh.ich was suh.iect t.o change, beeause of' a r',served power to al tel', arnelHl, or revoke, or whicb coul d rever t to 'hecedent under terms of transfer or by operat.ion of law'? (;\nswer yes or no)~__ (9) If' the answer to (H) abov'~ i..: in thO" af'firmative, was the !lower tf) al tpr, amend, or revoke the inter- est of the bel'pficiarv reserved in the decerlent alot/" or the decedent and others" (Answer yes or no) _ < n/a ~()TE 1: The answers to these questions should be SUl'ported by affidavit b~. tile attending physician as well as a copy of the death cert.ificate. ~OTE~: If answer to 1my of' the above Ipl\>stions is yps, set forth below a description of the prop'erty trilnsferr'~<l, it's fair market vitltw at (late of' d"ath, dates of t.rat/sfers and to ~'horn transferrprl, with relationship of' transferees to decedent, if' any. Snbmit eopy of' any trust deed or instrulilent, if tra'1s- f'ers are claimed to be non-taxable, also submit detailed statement uf' faets on which sairl claim is based. \OTE ~J: List apl'licahle property below in manner .in which provided in Sehedules A, il, or E, ITE~I UI':SCftIl'TIO:-i \lAmmT VALLE (Estlrnated) DEPT. V ALlJAT ~O\ (Dept. Only) none I I I I I I I ) I j Insert this totld opposite ftTransf'ersft, Schedule ftCft in the ftAs J{pj1ortpdft COIll/IID on the last pilge of' this return, fiUYu...; LAST WILL AND TESTAMENT I, J. Floyd Barrick, a resident of the Villag. of Blo..rville County of Cumberland, and Commonwealth of Pennsylvania, being of sound mind and memory, do make, publish and declare this to beay Last Will and Testament, heTeby revoking any and all Wills by me heretofore made. FIRST: I direct my Executors, hereinafte'l"named, to pay all my just debts and funeral expenses as soon as' may be conveniently Jone after my decease. SECOND: I hereby direct my Executors, hereinafter na.ed, to sell all my property at public sale, be it real, personal or mixed, and c(:mvert the same into cash. THIRD: I give, devise and bequeath all my estate to my four daughters or their heirs, to be divided equally, share and share alike. FOURTH: I herehy direct my Executors, hereinafter named, to employ McCrea & fkCrea in the settlement of my estate. FIFTII: I hereby nominate, constitute and appoint Mary Thumma and Anna Mae Trace to be the Executors of this my Last ~ill and Testament. IN WITNJ:r.S WHEREOF, I have horeunto set my hand nnd seal to this my Last 1\'i11 Ilnd Testament. written on one (1) sheet of paper. ,lated this,3/tdday of June, 1974. i! if F LQ Y D BA J? r: Ie }~(SEAL) . . oya Bard.ck MCCREA & MCCREA This instrument \vas by the Testator, J. Floyd Barrick, on the Jate hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request and in his presence and in the presence of each other, we believing him to be of sound mind ar,d memory, have hereunto subscribed our fLame5 as wi tnes 5 CS . )Oo-n~a (~~)OL:{d1! ATTORNEYS AT LAW NEWVillE & SHIPPENSBURG PENNA. 1).// {if (~ li<'4./-_ I l. RCC:-3? (12'-63) . l'o:\t:\\():\\n:.\q'll OF PE:'\:'\SYYL \:'\IA TRANSFER I!\JlERITA:'\CE TAX RESIDENT DECEDENT SCHEDULE "D" 13E'\ EF[(:1 AH I ES Mary I. Thumma 208 York Road Carlisle, PA 17013 RELATIONSHIP II ' T ' I (If step-childn'!' or I St;I~ ~ IV,}"? I illegitimate children. DECEDENT i are involved, set I STATE YES: forth this fact) -+-~~~o_+ daUqhte;-~- yes I i DATE OF 13 I RTH INTEREST OF BENEFICIARY IN ESTATE BENEFICIARIES AND ADDRESSES State full names and addresses of all who have an interest, vested, contingent or other- wise, in estate) sui juris one-fourth r----- Anna Mae Trace 505 East Marble St. Mechanicsburg, PA 17055 I I -- I i daughter I juris one-fourth -t~ I SUl I j I I I -- j daughter yes sui juris one-fourth -==E -r- I I daugh ter -4--Ye s sui juris one-fourth ! I I ~iolet Lebo I 912 Forbes Road Carlisle, PA 17013 Evelyn M. Barrick R.D.#3 Newville, PA 17241 I I i 1 I I +-~l-~ --+--1== -1 I -I ~ ! - I - ._~ Deponent further says that all the above-named beneficiaries are living at this time except below: - - --- NAME DA TE OF DEATH RESIDENCE f,C:~-33 RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY COM\10NWEALTH OF PENNSYLVANIA TR.\NSFER INHERITANCE TAX INSTRlICTIONS: This schedule must disclose all property, real amI personal, owned by the (Iecenent jointly with ,Ulother or others, including intangibles, standing in the name of the decedent and others. List real estat.e first. 'IS entireties, or joint tenants, giving brief description, as indicated under Schedule "A", pI\;5 the ,tate and place of record of instrument effecting vestiture, but 00 not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Scheoule "8", plus date of acquisi tion, and the name, address and relationship (if any) of co-owners to the decedent. Descript ion of Property, Date of Acquisitio n, Name enit percentage Estate DEPARTMENT VALUATION Address and Relationship of Co-Owners, and Place Value Sh are Val ua t ion CAUTION-Do not Write of Record of Instrument, where Real Est ate. In This Space. ~ , Value of Value of En ti re Decedent's Property Interest none Insert this to tal opposite ",Jointly Owned Property", Schedule "En /fL-lY'LV' in the n As Heportedn co 1 Hnm on the last page of' this return. r;' (7 '../.../.." ,,1. {~..... p, ':::.u~iy, Number cnd Name 21-Cumber1 and 'lumber 21-78-0637 ,f Dcath October 9, 1978 SUMMARY t.." ~lame Barrick J. (F'IRST NAME) Floyd (INITIAL) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT (L^STNAME) REPORT OF INHERIT ANCE TAX APPRAISER thc undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumbe rl and p€'1" , vania, do respectfully report tha!t I hove appraised the real and personal property as reported in the foregoing return at thf' "':vcs set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". ~<<''lo ~ September 18, 1979 ~'[I)il.l(? k:i//J); .,. INHERITANCE TAXAPPRAISER REPORT OF THE REGISTER OF WILLS "',~, t'n&.:,sigrcd duly elected Register of Wills in and for County, Pennsylvania, do respect- fu.' ,or' that I hove allowed deductions in the amounts cia imed by deponent, except as to those items where a greater or Icc'," C''10unt is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum alic',>,'Jd 'J~. (1 deduction. Doten: ___ REGISTER OF WILLS Q.",,!! ,~,--'-v \r~~:hedule ,n) s bODE ADJUSTMENTS JE AS APPRAISED (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE 1R ~()() ()() 00+ 92+ -2.9,46< lQ 10+ "'"no 20+ nnn<> 30+ 47,7{..? lQ 40- 93- .. ,::VENTORY VAll f'er G, e,:v (Schedule 8) ::': '):-~s~":y (Sdv:rJule E) .F15:~'-:;':; ;<:~J1 ~dtde Tei''.!. GROSS ASSETS Cess r- ~"ts dilt:! Deductions \SC':iEDULE F) CLEAH VALUE OF ESTATE Va!u-': l~.In of iife estates or PRINCIPLE .------ I i -$---~-- ~ '0 FACTOR VALUE , CODE cnnu i + $ EST ATE'; hXASSESSMENTS FOR.2c~'E-~ 9F.Si5GI2TER ONLY To" ,,.,' Tax Tn" f." CODE COMPUTATION OF TAX 'T' 1;-''' 15~~ $ $ $ $ $ t u): ,,-;f ~-~-~~:::-~~-=-._~----1=- ~~ ~ Exein. t: ~'; '1 '" TOTA L TAX $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretory of Revenue. , (',+n ~ ( L?$S \"es~ tax previou~!y paid BALANCE , lev ;f poid within death ;~ .. ..__...._ .w.__ +== $ ~----__J_ , .' ..' 1, ~ (.' r ( :~FPITA~!CE T/\X DUE s ":r~ of 6% frc-r.-j $ '. \J(1 C'ST^TE TAX ASSESSED $ $ -t- -.....;d BALANCE DUE $ ~ j.\.d.:. ;.~'~2 "1f 6% from lc $ TOTAL TAX BALANCE $ PAID $ SUf'f' , :",)QI Codes: (FOR USE IN HARRliSBURG ONLY) .&>: ,tT~n; 4S'--lj,d ,.~-tjnent 5ll /,;:ni.:;t]~ 6O-Life Estate 92+Remainder Appraisal 93- Rema inder Dedu ction 93C-Charit}, 94-Remainder Residue 96-Suc:cess i ve Life Estate f[ U:;E OF REGiSTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments ~lfe made to the o"~ove computation of tox by the Register of Wills, for proper reason, 'j<lme s;hould be noted below, vnl!l shOrt ~'xpicnc.non. REV.5IB (3-79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. o. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO I nvestigation Division NOTICE OF FILING OF APPRAISEMENT Mary I. Thumma 208 York Road Car] isle, PA ]70]3 Anna Mae Trace 505 East Marb]e Street Mechanicsburg, PA ]7055 (Executor or Administrator! In Re: Estateof J. F]oyd Barrick Cumbe r] and County - File No.2] -78-0637 Dear Ms. Thumma & Trace: You are hereby notified that the or i 9 i nril appraisement in the estate of J. F]oyd Barrick has been filed in the office of the Register'of Wills of Cumber] and County on September] 8, ,19..1.9.-. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total lR,3nO 00 29,462. ]g none none 47.762. ]<) As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22,1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto with in sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. Date September ]8, ]g79 Signed / . X/i/? nd {.,{ \. 1/ 1\ II ( Title Appraiser NOTE: This is not a bill. I . FlEV-457 (8-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARR!SBURG, PENNA. 17105 cor"HvlmJ;lJEAL TH OF PENhlSYL VANI},\ '~ESIOErJT 1l\!HEHITAt'JCE TAX APPR/\!SEMENT f I ~ DATE Sep_~~.!.~~211. 1- Cumbe rl and COUNl y ___~_,______ Fit": :;n. 2J::}a~Q637. Whereas, J. Flovd Sa rr i ck _ l.Jte of Upp~ Fran~for~_"!:<;;>~~~.l2..._._.._ in the County of Cumberland ________~~_~~__ Comrnomve;-1lth of ""; '::i', the 9th _ day of _,~~~er,_ _ 19 E_, seizr;d 2nd POSSi?:;::r.! n: ,'n.~" subject to Inheritance Tax under the laws of t!~e Ccn:m~m,\"'altll of PImp'! banL-l; Therefore, I, Sandra L. St~___._~.___ .m d;:J:Ji"))O;:'- j,,; '."r.t J havir,'J been designated to make a fair and r,:;cm;c101L,iJIe i1ppr::llsement d tIt,;! s'tid ;:,~.: d',; ", value of all annuities and life estates i;Jfowing out of said estate, hereby file the following appraisemenl: -_......,_.,",..-,_.'.........,.,...,~ i : ~'; , ,.' In the event that any future interest in this estate is Iransh'trz,j '" pessession or f:njoyn'8,1l to col13le,,,, "8i1' ',f "-,,., cic,,-'c.,.,11 ,,",." ,"c ex of any estate for life or for years, the Commonwealth ilereby expreSsly rcsen;c's the ";\:ht to "pp',;'se )!Cd assess transl"r in'1p','t.'i"u tZixcc ' rate on any such future interest. DESCr~!?TICN Of--=- P,.~:,~':Fl- -...------~_.:L>.,_.".;._."....,..=c'_',_'_.,,"'_'=..._'_'..............._'~L"''''.~~,..._.._ ~-,.-"-~.".""',....-._"""-"'._""_.,.,--..,..".,.'-"'- .,.."..,.""'.~'''>''''..>''',..r-...~".,'"'''".,_~_......,~............'-.:._".. ' t: r ,"\ ' -= ;"':' .'~ ; '-or. ) '- 'cO: 1 t 't .. '." i.. ..1: I-;:~.r-! '.J r, (;' 11 'x C"'r,'J",.. ~ . ~i.~--.~-,_.,. I 18,300 JOO ! h-._ _"" ,~_..,".._.. '"'~~''''''' A!14. -""'''' -- - . ll'Iil!l'lJSl:.. -~:'.~~ I Real Estate i ! ~-- --~"'..,,-----_......~- ,- I Personal Property ! I -- I , Trans fers I Joint-Held P rope rty i "\..""'.--.--......." "'''''- TOTAL ASSETS ! -,.__.--......~'t-.....___~_._ I i I .---1---- I I _. I - I -" f - - j- .A.__ I 1 - ~- i 1 -.. .)..~ - I ---- I I i - f -----,._.~>- I I ~ '-- 29,462 ~19 '{'-.. ..----...._-~,-":,.._--."".. JL.._ -~:_t._,,~._. tj I H none i 11-----" ------1 Jf--..l!.lJ..l~1_..iJ_2_.1 I. : I L---..-__.... ii i {f-",-~.n__~,____-{ 'I , Il-'--'-.__._~i--_, II I' h----.---i---i I ~< j j --ti----.---f------, t- ' ; ~ I: ' --~--..'.. , ~I, I I i 1+ ;'-~ I' . II j. ~1__._____._,L___ i=J= II :. fl-.--~...---i'--~ tl 1 I -II ~--------; -l.-------fl-----.-----r-- ! H ~ ---It-------,--- I " J'. !: , , -,+---__'_n! d I ~ ~ j '--rr------'-- .,-'~....._--_.........._...-.,,,..-- In! t If ' -,---r----'--i-- ..1-------.--..-4_.__._.. .-...l.-_B' i. q i ._L___;l-._._.. L~__ f ;i ; n ;. f -~'t..---'_.....-'1_"""..-'''.........1 I It "--=---===:='::::.! Have been duly sworJ::l according to law. I do hereby certify that the above appraisement is made in conformity with the law on this loth - day of ,~~te~beri l'~ . _ ]9 lL.. ~ ~v Iud-cd. \/.<f Ii. J =__ __'" ' ,nOIJ ~-,Ji5er Harrisburq (Post Office) (Number dl'i,j St.-eel) "'---'-----~..----.....,.,---..,.,...-",''''''' . 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