HomeMy WebLinkAbout94-00938
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/ ,/ -."J, L/ S-- 'I I PILI NUMBER
INHERITANCE TAX RETURN
RESIDENT DECEDENT
cOM'i~IiA~IW~ll'!l,P:E'tN~WANIA ITO BE FilED IN DUPLICATE
_ ~A,,!sfJ:U~o~b!:060I__ muu I _~I!H ~~.c;ISnR OF WI~LSJ _ _. ~()UNTY CODE_n_
IOEnOfHl'\ ,^M! fGQT:fiilil, 'NO MlllllC'li,,'fiJj --~ _n_ - - - ----]ilfc;rr:~~h~'i~ Ag~~e
BEAM I Stanley Eugene A t 7-K
IOCIA'I(C(;,,1i-NuM'" - -- - -["AH or llfA'H 1~^Tf 0' """ c~~ Hill, PA 17011
_ _ 18.6::28..,~_B9~ _ 12-17-93 1"15-36 ,. CO"'" .~I:~~_nd.
[XI I, Original ROlu,n I I 2, ~>uppl.monl,,1 Rolurn L.I 3, Romolndor Rolurn
liar dUlo. of doa,h prior 10 12-13.021
() 40. futuro In/orol' Compromiso r OJ 5, Federal Estalo TCII(
(for dolo. 01 doalh alto, 12.12-02) ROlurn Roqulrod
[U1 0, Oocodonl Olod To'la'o [ I 7. Oocodonl Maln'alnod" lIylng Tru'l __ 0, Tolal Numbo, of Solo Dopo.1I OOXOl
IAlIach copy 01 Willi (A""ch copy I" Tru'II
ALL CORR'SPOND'Nel AND CONFIiiSNiiiiT TA"XINPORMATIONSHOliLDifDIRICfID TO,-------.-- _~.__u._____._
NAME ~-----.----.--_._--.._- --~ --.. ..~_.-.-.-.-.-.I{OI,ipCffnIiAllING .\DDRES5 -.--.-.------.-----..-.
31 Nort.h Second Street
P. O. Box 11847
Harrisburg, PA 17108-1847
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UY,Il00 Ei+ (11"81
1. Roal E.lalo ISchodulo AI ( 1)
2. Slock. and Band. (Schodulo A) ( 2)
3, Clo.ely Held Slot'dParlno"hlp Inlo,o.1 (Sthodulo q I JI
4, Morlgage. and Nolo' Rocolyablo ISch.clul. 01 I 4)
5, Ca.h, 80nk 001'0.111 & Mlscollan.ou. Po"onal Propo"yl 5) .
(Sch.dulo EI
6, Jolnlly Ownod Proporly (5chodu!0 FI
7, Tronsle" (Schodulo GI (Schodulo L)
8, Tolal Grall All01l IIolalllno. \.71
9. Funeral EKpenses, Administrative Co~hl Miscellanooul I 9) .
Exponso. (Schedulo HI
10, 00b1l, Morlgago lIabllllle., lions ISchodulo II (10) ___ .. .._.un ________________
11. Tolol Ooducllon. (Iololllno. 9 & 10) (II) ____.JlL75l~!_~2___h_.
12, Nol Valuo of Estalo (IIno 8 mlnu.llne III (12) ___._.__..,.{).._ .___ _:. .
13, Chorltablo and Goyo,nmonlal 80quo'I'ISch.dule JI (13) ..___. un .
______ ! 4. NJI Va.!u.~".!>1!'-'- ~.:r.a-,,_~no_!J._m.ll,-u,-.II_n!_~31________ ___________.__ ___.____l1..41..:.._:.:::o;- .-:-~~:.::__,_,__:
15. Amounl of IIno 1410xoblo 016% '010 (15). ____-"'O~__._..~____...___x ,06 = _..._____",0,."..
Ilncludo yoluo. from Schedulo K or Schodulo M,I
16. Amounl of Ilno 14 laxoblo 01 15% ralo
Ilncludo yal"o. from Schodulo K a' Schodulo M,I
17, Principal lax duo (Add lax from IIno 15 and from IIno 16,)
10, C,edill Prior Paymonll Oiltounl
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I!!
~~S
Oii
Ii
~2
~:1~:9C1
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{.~ .;;J D
YEAR
NlIMREN
-- -- -- ~--
[-14. Llmllod Ellalo
P. Daniel Altland, Esquire
llllPHoflrflUMei'------..-----h h_. --".-. --
-J=.7.17J'o-l~j;l;;;tl~!=~-_=~"....
8,792.12
161
I 7)
8,792.12
( 8)
8,7n'~4.
(161-
n__-O"'_____._.._x .15 = .______ .~().,..._____
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8
~
(17)
......,.0..,
Inloro"
+
19, IIlIno 181. groalor Ihon IIno 17. onlo' Ihe dllf.,enco on Ilno 19, Thl.I.lho OVERPAYMENT.
110
(10)
(19)
C1llJdl. 11l'Iq if you UfO HH)Uo\ling CI Htfund of y.our ovorf1oymonl,
20, IIl1no 17 I. g,oolor Ihan Ilno \8, onlor Iho difforonco on IIn. 20, This I. Ih. TAX DUE, (201
A. Enl" Iho Inlero.1 on Ihe balanco duo an Ilno 2011. (20A)
8, Enlor Ihe 10101 olllno 20 and 20A on IIno 20B. This is Iho BALANCE DUE. 120B)
___ M.~.! Chock ~_toblo to, ~.~III~r.o_f'oVIIII!"gonl_ . _... ___'Un.
.' . ..IIURI TO AN$WIR ALL QUiSTIONS ONRIViisE SIDI AND TO RicH'CIC MATH.... -..----.-"--
Under penalties of perjury, I dedaro Ihall hovo uomlnod Illh relurn,-i;;.(f~di~g.c.~~m-pn;yi~g-.;chDd;;f~;-Clnd '1010-;"0"", oni~h-;-bo".~fmyI;;~~j';~rg~'~;~;n)-~II~I,
1IIIIru.. (orreel and complete. I doclare thaI all roal Dilate hot boon roportod oll,uo mClrkel voluo. Declaration 01 proparor olher Ihon the pOflonul tlIfll'fl,nnlullvo h
baled on aJllnformatlon of which preparer hat any knowllldgn.
'j(fN~; Pfffili-rrpOmTir~r6mr--RHU;N--n - Alib)l! /n tH. .. 0 Vnj)~~.. --.,;. . f)~ bAiI;_ (.j - (7:;;-
SiONAfiJRro'~f,1.1Jwi NT IV -- --iollliRt .. ... .~...ht&lVf' JrJ!l____ OAH'
l SCHEDULE H l
~:i~ FUNERAL EXPENSES,
cOMMeNwE;~~ OI~INN\VlVANr~ ADMINISTRATIVE COSTS AND
IN~I~:l;'r~WEAll~!mRN ______ m~ISC_ELL_~NE~~S EX_PENSES Plm. Pllnt 01 Tvp.
mATI OF =rNUMBIR
BEAM, STANLEY EUGENE
-------------------.---------------
UV.Ull ~~. ,'.UI
ITEM
NUMBER
--
A.
1.
B.
2.
3,
4.
C.
I.
2,
3.
4.
5,
6,
7,
e,
DESCRIPTION
AMOUNT
Punllal Exp.n...,
Richardson Funeral Horne I Eno1a, PA
Paid 6-15-94
Rolling Green Cemetery, camp Hill, PA
Grave Opening - paid 12-20-93
Monument & monument base - paid 11-28-94
$ 2,720.00
655.00
1,467.00
1.
Admlnl.lIotlv. Co.1I1
Personal Representative Commllllons
Social Security Number oi Personal Rep.esentetlv8I
Year Commllllons paid ______
Allorney Feel to Cleckner and Fearen
31 North Second St., Harrisburg, PA 17101
970.00
Family Exemption
Claimant Dorothy M. Beam
Relationship
Spouse
1,804.52
Addrell of Claimant at decedont's death
Street Addrell ~ Marshal! Drive, Apt. 7-K
City _~Hihl____Slale PA Zip Cod.--liQ11
Probate Fe.. and Short Certificates 51.00
MI.e.llan.ou. Exp.n'''1
Advertising Grant of Letters, The Patriot-News Co.
Advertising Grant of Letters, Cl.urber1and Law Journal
150.40
40.00
10.00
Register of Wills - Filing Inheritance Tax Return
Medical Expenses not paid by Insurance:
East pennsboro Ambulance Assn.
West Shore Life Support
Moffitt, Pease & Lim Assoc., M.D.
Cowley Associates, M.D.
208.09
536.11
80.00
100.00
TOTAL IAlso enter on line 9. Recapltulatlonl
(1/ mOil .pae. I. needed, In..'' additional .h..t. of .am. .1...)
S
8,792.12
~~""""H~>>.:U'.i~"""vnt,1I;~hHI, ',,"
,
....,'".",... ,,".
I ) ~ -lYS,-I,\
RIY-llft7 IX AFP (12-9ft*
CO""ONWEAlTH OF PENNSYLYANIA
DEPARlHENI OF REYEIllJE
BUREAU OF INOIYIDUAl TANES
DEP!. 110601
HARRIIIURO, PA 11111-0601
m . FILE NO.
DATI OF DEATH 12-17-93 COUNTY CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAVHENT TO THE REGISTER OF WILLS, HAKE CHECK PAVABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
NOTICE OF INHERITANCE TAK
APPRAISEHtiNT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASShSSHENT OF TAX
ACN
CJ~
,0
/
V
101
DATI 03-20-95
P DANIEL ALTLAND ESQ
31 N 2ND ST
PO BOX 11847
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
r ~.~unt Ro.lttod 1
CUT ALONG THIS LINE .. RI!TAIN LOWER PORTION FOR YDUR RI!CORDS ~
REV'- is'4"i"iif. AFpuiiZ-:94 r -Noi'-xci" -oF - i"NHiiix;: ilNC'! - TAX. A-pjiRA"i siMENi'"; - ALl"owilNC'E 0 o-Ii 0 Om - - u._ _.0 - -.
DISALLDWANCE OF DI!DUCTIDNS AND ASSESSMENT OF TAX
ESTATE DF BEAM STANLEY E FILl! NO. 21 94-0938 ACN 101 DATe: 03-20-95
APPRDYED DEDUCTIONS AND EXEMPTIDNSI
I 8,792,12
9, Funorol E.pon.o./Ad.. Co. ./HI.c, E.pon... (Sch.dulo H) 191
10, D.bto/Horlgooo Llobl1lt1../Lltn. ISchodult II nO) ,00
11, Tctol D.ductlcn. 111)
12, Not Volu. of To. Roturn (121
15, Chorltoblo/Goyorn.onhl Boquo.to (Schodulo JI (15)
14. Not Volut of E.toto Subjoot to To. 114)
NDTEI If.n ......m.nt WI' 1..u.d pr.v10u.1y, 11n.. 1ft, 15 Ind/or 16, 17 Ind 18 w111
r.fl.ct f1gure. thlt 1nc1ud. the totll of Abh r.turn. .......d to dlt..
ASSI!SSMI!NT DF TAXI
15, A.ount of Llno 14 ot Spou.ol roto (151
16, A.ount of L1no 14 t..oblt ot L1n.ollClt.. A roto (16)
17, Aoount of Llno 14 to..blo ot Collot.rol/Clo.. B roto (171
18, Prlnclpol T.. Duo
TAX RETURN WASI (X) ACCEPTED AS FILED
RES!RYATION CDNCERNING FUTURE INTEREST . SEE REYERSE
APPRAISED YALUE OF RETURN BASED DNI ORIGINAL
1. Rool Eliott ISchodulo Al n)
2, Stock. ond Bond. (Sch.dul. 0) 121
8, Clo.oly H.ld Stcck/Portn.r.hlp Int.r..t ISchodul. C) (8)
4. Nortgago./Not.. R.c.lyoblo (Sch.dul. D) 141
5, Co.h/Bonk D.po.lt./HI.c, P.r.cnol Proporly (Schodulo EI (5)
6, Jointly Own.d Proporty ISchodulo F) 161
7, Tronlfor. (Sch.dul. 0) (7)
8, Totol AliOto
I CHANG~ ~
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r"
. 00 :.i~.
,00 ;u
\. .00::;
, ,00
8f~1~2.12 ~
"~l: I DO
) '-',00 8
(8)
TAX CREDITS I
PAYHENT
DATE
,00 X ,00.
.00 X .06.
,ODX,15.
(8)
RECEIPT
NUNBER
DISCDUNT 1+)
INTEREST (-)
AHOUNT PAID
TDTAL TAX CREDIT
BALANCE DF TAX DUE
INTI!RI!ST
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
'{T
l.il
33
:1) (Il
((I ~',
/,1 I ~: ,I
" 'i
ClJ U
-"
8,79L!l,
A.7Q' 1?
.00
.00
,00
,00
,00
,00
,00
,00
,00
,00
.00
IF TOTAL DUE IS LESS THAN II, NO PAYNENT IS REQUIRED,
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICR), YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
<,:;
f3.,
cF.RTIFIcATION OF NOTICE UNDER RULE 5.6~
" ,
Name of Decedent:
Stanley Eugene Beam
l
C>.
,;
Date of Death:
December 17, 1993
Will No.
Ad i N 00938-1994
m n. o.
To the Register:
I certify that notice of beneficial interest required by Rule
5.6(a) of the Orphans' Court Rules was served on or mailed to the
fOl1Qwing" b~n~ficiaries of the above-captioned estate on
AJtJl, 9. FjfP!
,
Name Address
Dorothy M. Beam 4 Marshall Drive, Apt. 7-K Camp Hill, PA 17011
Melissa A. Beam 4 Marshall Dri ve, Apt. 7-K Camp Hill, PA 17011
Donald Eugene Beam 4 Marshall Dri va, Apt. 7-K Camp Hill, PA 17011
Me10ny N. Beam 509 Apt. C, Southeast St. Carlisle, PA 17013
~otice has now been given to all persons entitled thereto under
Ru1~ 5.6(a) except
Date: Yl nlJ. ~ 19~'((
fi DtlMAJJl.{)Lf;!t,,,_/}
Signature
Name P. Daniel Altland. Esauire
31 North Second Street
Address P. O. Box 11847
Harrisburg, PA 17108-1847
Telephone (717) 238-1731
Capacity: Personal Representative
XX Counsel for personal
representative