HomeMy WebLinkAbout07-20-06 (2)
REV-1S00 EX + (6-00)
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONL Y
FILE NUMBER
21 -0 6 0 5 6 4
COUNTY""CoiiE -yeA~ - - NUM'BEf'--
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
BARRICK
DATE OF DEATH (MM-DD-Year)
RONALD E.
DATE OF BIRTH (MM-DD-Year)
86- 2 8 - 6 3 3 8
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
01/17/2003 05/01/1937
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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[X] 1. Original Retum
o 4. Limited Estate
[X] 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy oITruSl)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (dale of death pnorto 12-13-821
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Anach Sch 01
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL T NFORMATlON SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS- -
ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353 CARLISLE PA 17013
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
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11,753.14
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OFFICIAL USE ONLY
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(8)
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c..r. 11,'153.14
954.00
(11)
(12)
(13)
954.00
10,799.14
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
10,799.14
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
10,799.14 X _(15)
0.00 X _(16)
0.00 X .12 (17)
0.00 X .15 (18)
(19)
0.00
0.00
0.00
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REV-1503 EX.. (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
BARRICK
RONALD
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
E
FILE NUMBER
21 06
0564
ITEM
NUMBER
1.
938 Shares of Embarq Stock
CUSIP #29078E105 - ACCOUNT
12.53 x 938 = $11,753.14
DESCRIPTION
TOTAL (Also enter on line 2, Rec
(If more space is needed. insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
11 ,753.14
(1 ()
1L11PI/
C4-
4
REV-1511 EX+ (12-99)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
BARRICK
RONALD
Debts of decedent must be reported on Schedule I.
E
FILE NUMBER
21
06
0564
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Irwin & McKnight 800.00
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 Register of Wills 124.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Filing Fee 30.00
TOTAL (Also enter on line 9, Recapitulation) $ 954.00
(If more space is needed, insert additional sheets of the same size)
REV.""EX.'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
n RONALD E. 21 Of> 05n4
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. Neva L. Barrick Spousal 10,799.14
4828 Enola Road Remainder
Newville, PA 17241
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
ll. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
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Start Date: Jan
17
2003
2003
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2003
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End Date: Jan
17
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PRICES
Date
Open
High
Low
Close
Volume
Adj
Close*
17 -Jan-03
15.30
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14.78
14.90 3,764,400
12.53
* Close price adjusted for dividends and splits.
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7/5/2006
l1ast Btll aub mtstamtut
I, RONALD E. BARRICK, of Lower Mifflin Township, Cumberland
County, Pennsylvania, declare this instrument to be my last will and
testament, hereby expressly revoking all wills and codicils heretofore
made by me.
1. I authorize and empower my executrix to sell any realty owned
by me at my death, at either public or private sale, and to give good
and sufficient deeds therefor, in fee simple, as I could do if living.
My executrix is authorized and empowered to continue to engage in any
business in which I may be engaged at my death, for such period as
seems expedient to said executrix.
2. I devise and bequeath all of my estate of every nature and
wherever situate to my wife Neva L. Barrick; providing she shall
survive me by sixty days.
3. Should the gift in Paragraph No.2 not take effect, I devise
and bequeath all of my estate of every nature and wherever situate to
my children, share and share alike, the child or children of any
deceased child taking the share their parent would have taken if
living.
4. Should any child be under the age of eighteen years at my
death, then all of my property given in Paragraph No.3 shall be held
in trust by The First National Bank of Newville, of the Borough of
Newville, Pennsylvania. The trustee, as well as my executrix, is
hereby authorized to retain unconverted, any property real or person-
aI, that I may own at my death, and shall be under no duty to convert
the same into legal investments. The trustee shall have the power
and authority to hold, manage, invest and reinvest and to pay over
the net income of the trust property to or for the use and benefit of
such of my children as may be under the age of eighteen years, or to
accumulate the same in the sole discretion of the trustee. The
trustee shall be under no duty to distribute or use the income equally
for each of my children under eighteen years, but may distribute or
use it unequally in its discretion. The trustee is also authorized
and empowered to pay over to, or for the use and benefit of, any of
my children whether under of over eighteen years, such portion of or
all of the principal of the trust estate as in its sole discretion
seems proper, for the maintenance, education or setting up of a child
in business or in a profession or for similar purposes. The trustee
shall be under no duty to distribute or use the principal equally for
each of my children, but may distribute or use principal unequally in
its discretion. My primary object is the support, maintenance and
education of such children as may be under eighteen years of age.
When the youngest of my children reaches the age of eighteen years,
then whatever remains of income or principal of the trust estate shall
be distributed equally to my children, share and share alike, the
child or children of any deceased child taking the share their parent
would have taken if living, and subject to the same trust provisions
if he, she or they are under eighteen years of age.
5. I nominate and appoint Neva L. Barrick to be the executrix
of this my last will and testament; she is to serve as such without
bond. Should she die before my death, renounce or refuse to serve for
any reason, or die leaving any of my estate unadministered, I nominate
and appoint Amy L. Barrick and any other of my children eighteen years
or older as substitute executors with the same powers as are given
herein to my executrix, and also without the filing of any bond.
6. Should the gift in Paragraph No.3 take effect, I hereby
direct that Amy L. Barrick shall be the guardian of the person of any
of my children who shall be under the age"of eighteen years at my
death.
7. I hereby suggest that my personal representative retain the
services of Irwin, Irwin & Irwin, as attorneys in the settlement of
my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
~t:1. day of October, 19'74.
~y~LJ" c A7CL.<~./tC:;:k'
RONALD E. BARRICK
(SEAL)
Signed, sealed, published and declared by Ronald E. Barrick, the
testator above named, as and for his last will and testament, in the
presence of us, who at his request, in his presence and in the
presence of each other have subscribed
hereto.
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