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Home My WebLink About10-19-06 REV.?500 EX + (6'~O) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Barrick, Paul W. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) 05/11/2006 04/03/1920 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Barrick, Glad s C. w .... l.::~U) ull:~ wQ.u :x: 00 Ull:..J Q.[Q Q. <t [Xl 1. Original Return o 4. Lirnited Estate [Xl 6. Decedent Died Testate (Attach copy 01 Will) o 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (dale 01 death aner 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) D 10. Spousal Poverty Credit (date of deathbelween 12.31-91 and 1-1-95) OFFICIAL USE ONLY FILE NUMBER 2 - 0 6 827 COUNTYCOiiE ---VEAR- - - NuMBER- - SOCIAL SECURIT'Y NUMBER 1 99- 0 7 - 2 4 9 9 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURIT'Y NUMBER 1 78- 1 6 - 1 432 D 3. Remainder Return (dale oldealh prior 10 12-13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A} (Attach Sch 0) THis SECTION MUST BE COMPLETED:'ALLCORRESPONDENCE ANDCONFIDENTIAL:rA){i:INFORMATION SHOUlD BE DIRECTED 10: NAME COMPLETE MAILING ADDRESS William A. Addams 27 W. High St. FIRM NAME (If Applicable) .... Z W o Z o Q. U) W a: ll: o U TELEPHONE NUMBER 717 -243-7638 Carlisle PO Box 261 62,431.49 x _ (15) X _(16) X .12 (17) X .15 (18) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) z o t= <( ....I ::) !:: a. <( u w a:: 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) 8. Total Gross Assets (total Lines 1-7) (7) (6) 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/Sec 9113 Trusts for which an election to tax has not been rnade (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o t= <( I- ::) a. :E o U >< ~ 15. Arnount 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 (8) (14) (19) 0.00 62,431.49 0.00 (11) (12) (13) 20. D << ('UW::i,; I..D :;po. ::lI: o N _I c-) , -'"i", ." ,--, ( ~) f-r~1 62,431.49 62,431.49 62,431.49 0.00 0.00 Decedents omp e e ress: STREET ADDRESS 630 Greason Rd. CITY I STATE I ZIP Carlisle, PA 17013 I C I t Add Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit S. Prior Payments C. Discount (1) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 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 If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) A. Enter the interest on the tax due. S. Enter the total of Line S + SA. This is the BALANCE DUE. Make Check (4) (S) (SA) (SB) to: REGISTER OF WILLS, AGENT 0.00 0.00 S. 0.00 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 !Xl b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 !Xl c. retain a reversionary interest; or ...................................................................................................... 0 !Xl d. receive the promise for life of either payments, benefits or care? ............................................................. 0 !Xl 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 !Xl 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 !Xl 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 !Xl 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, 1 declare that I have examined this return, including accompanying schedules and statements. and to the best 01 my knowledge and belief, it is true. correct and complete. Declaration of preparer other than the personal representative is based 011 all information of which pre parer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS DATE 9/25/2006 ADDRESS 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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child 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.S%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)J. 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)J. 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. RE'V-1508 EX'+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Barrick. Paul W. ITEM NUMBER 1. FILE NUMBER 21 06 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. 827 DESCRIPTION VALUE AT DATE OF DEATH 62,431.49 Sovereign Bank Certificate of Deposit TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 62431.49 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. Gladys C. Barrick wife 100% 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 TAXIS 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 $ . . REV-1513 EX + (8-nm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barrick Paul W SCHEDULE J BENEFICIARIES FILE NUMBER 21 06 827 (If more space IS needed, Insert additional sheets of the same size) ......... .ge: 1 Document Name: untitled DOMAIN Time Deposit Display Main 6017 09/19/06 cct 3385027903 lpha key BARRIPW.01 Product ----------Balances------------ 'ace amount 62,431. 49 Branch ompound value 62,431.49 Officer ACCOUNT IS WITHIN GRACE DAYS T613 00338 ZZZ DORMANT -------------Dates-------------- Issued 09/16/2006 Maturity 10/16/2007 Opened 06/16/2001 Last int payment 09/16/2006 Next int payment 09/30/2006 Last activity 08/28/2006 Last principal change 00/00/0000 Recalc effective date 09/16/2006 vailable bal nitial deposit 62,431.49 53,230.74 ----Interest ate ccrued int nt adjustment ast int paid otal penalty Information------ (RR ) 4.6200% 31.61 0.00 0.00 0.00 Account Type TIME ACCOUNT TDDINT TDDMISC TDDHIST TDDHISTMONEY OMMAND ===> F2=Retrieve F3=Exit F4=CRFwindow F6=Toggle (; WIS c bM/f }C/:) Dire~t Deposit. Wtlat'could be more convenient? 1.877.S0V.BANK (7682265) sovereignbank.com .Sovereign Banle CUSTOMER RECEIPT CrW/~ (j r3JlJ~/f/cf AN 338517i65i HMt $62t431u49 TD IDeo Date 09/20/06 12:13 TIr 005 Seq 0046 0338 BR0008 5/06 Member FDIC - - --- - ---~~---~---- -------- .-- --- ----- - ~ .----------- ----------~--------------_.._--------~--- ----._--- -.-- --.._-._- ~e: 9/20/2006 Time: 11:58:10 AM