HomeMy WebLinkAbout06-22-0715056041147
~V-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue County code Y~r File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
Po Box.2eoso~ 2 1 0 7 (~a2'~ 3
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
185108117 02052007 01061919
Decedents Last Name Suffix Decedents First Name MI
BEAM CHRISTINE. L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Socal Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
0 1. Original Retum ~ 2. Supplemental Ratum ~ 3. P o Yo d2r~~2' (date of death
4. Limited Estate ~ qa. Future Interest Compromise
12
82
th
ft
12 ~ 5. Federal Estate Tax Retum Requirad
-
)
er
-
(date of dea
a
g Decedent Died Testate ~ 7, (AD ~ ~in~lTN~ Living trust Q 8. Total Number of Safe Deposit Boxes
(Attach Copy of WIII)
9. Litigation Proceeds Received ~ 10. Sparsal Poverty Credit (date of death
betwcen t2-31-'91 and i-1-85) ~ 11,Election to tax under Sec. 9113(A)
(Attach Sch. O)
-CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
GEORGE F. DOUGLAS III 7172436222
rv
Finn Name (If Applicable} ~1
~ ~
SAIDIS, FLOWER & LINDSAY USE 0
r f
REGISTER OF
~ c„_
chi -a C ~ C>
First line of address 7 ~~ ~' ~`r' ~j
26 WEST HIGH STREET ~_. tv
`°cr`s~ ~' r_- y~ ry.~
~``~ ~
t?~ '
~'
~
Second line of address ~
:`~ _
-
i
City or Post Office
CARLISLE
DATP,~LED ~„~ G/a
State ZIP Code
PA -17013
Correspondent's e-mail address:
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 knowledge.
~ ~~ ~A P ~~~~ Brenda Graver 6 '~~--~~
A D
462 rlisle Road, dners, PA 17324
SIGNA OF PREPARER OTH REP SENTATNE DATE
~^ ~ ~ ~~ ~ George F. Douglas III _ ~ o(.~ a"
26 West High Street, Carlisle, PA 17013
Side 1
15056041147 15056041147 J
15056042148
REV-1500 EX
Decedent's Soaal Security Number
oecedenre Name: Christine L . Beam 18 510 8117
RECAPITULATION
1. Real Estate (Schedule A) .......................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 13 , 8 6 8 . 0 9
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. 1 , 5 0 2 . 2 7
7. Inter-vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested ............. 7.
g. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 15 , 3 7 0 . 3 6
9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 8 , 6 5 2 . 2 9
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 1 9 2 . 3 3
11. Total Deductions (total Lines 9 & 10) ...................................................................... 11, 8 , 8 4 4 . 6 2
12• Net Value of Estate (Line B minus Line 11) ............................................................. 12. 6 , 5 2 5 . 7 4
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14. 6 , 5 2 5 . 7 4
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X .00 0 . 0 0 15.
16. Amount of Line 14 taxable
7 4
5 2 5
6
16.
at lineal rate X .045 .
,
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 0 0 17•
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0 18•
19. Tax Due ...................................................... .............................................................. . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
15D56042148 15056042148
0.00
293.66
0.00
0.00
293.66
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-07-
DECEDENT'S NAME
Christine L. Beam
STREET ADDRESS
33 Green Mountain Road
CITY
Gardners STATE
PA ZIP
17324
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
g. Prior Payments
C. Discount
3. fnterest/Penatty if applicable
D. Interest
E. Penalty
0.00
Total Credits (A + B + C)
(1) 293.66
(2) 0.00
(3)
(4)
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 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.
(5}
(5A)
(5B)
293.66
293.66
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: Yes No
a. retain the use or income of the property transferred :.................................................................................. x
b. retain the right to designate who shall use the properly transferred or its income :.................................... x
c. retain a reversionary interest] or .................................................................................................................. x
d. receive the promise for life of either payments, benefits or care? .............................................................. x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate censideration? ......................................................:................................................................ ^ 0
3. Did decedent own an in trust for" or payable upon death bank account or security at his or her death?......... ^ ^x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate properly which
contains a beneficiary designation? ...................................................................................................................... ^
iF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 three (3) percent [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 zero
(0) percent (72 P.S. §9116 (a) (1.1) (iij]. 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 zero (0) percent [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is four and one-half (4.5) percent,
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 decedents siblings is twelve (12) percent [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-7508 IX+ (6.88)
caeaNwt:ai-TN of rErwmvww
ti1ERRANCE TAX RETURN
RESfQENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Beam, Christine L. 21-07-
Include the proceeds of Rtiga0on and the date the proceeds were received by the estate.
All property )olntly~owned with the right of survivorship must be disWossd on schedule F.
pr more space is neeoen, eaatuonal pages of the same size)
Copyright (c) 2002 form soHware only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
RevN509 FJ(+ J6.98)
co-sdowvuEaTH ~ aENNSV~vANw
WHERRANCE TAX RETURN
RESEIENi DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF (FILE NUMBER
Beam, Christine L. 21-07-
H an asset was made Joftd wMhln one year of the decedard'a date or dath, It must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Brenda Graver
B.
C.
ITEM
NUMBER
LETTER
FOR JOINT
TENANT
DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR
JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASS
% OF
DECD'S
INTEREST
DATE OF DEATH
VALUE OF
DECEDENTS INTEREST
1 A 3/12/2081 MST Bank, CD#31003914380777 3.004.53 50.000°/a 1,502.27
JOINTLY OWNED PROPERTY:
TOTAL (Also enter on Line 6, Recapitulation) I 1.502.27
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98)
4622 Carlisle Road Daughter
Gardners, PA 17324
Rev-1502 E)k+ (6-99)
ca~+,~wEAi.TH of aEr+NSV~vANw
INI~RRANC:E TAX RETURN
RESmENT DECEDENT
SCHEDULE H-A
FUNERAL EXPENSES
continued
ESTATE OF (FILE NUMBER
Beam, Christine L. 21-07-
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 FJ(+ (6~8)
SCHEDULE H-BZ
ATTORNEY'S FEES
continued
cax~oNwEwTH of aENNSV~vnNw
INHERRANCE TA%RETURN
RESDENT DECEDENT
ESTATE OF FILE NUMBER
Beam, Christine L. 21-07-
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-62 (Rev. fi-98)
Rev=1502 EJN ~&98)
SCHEDULE H-B4
PROBATE FEES
continued
coNtiaNwEA~TH of aENNSV~vAaw
MHERRANCE TAX RETURN
RESmENT DECEDENT
ESTATE OF FILE NUMBER
Beam, Christine L. 21-07-
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B4 (Rev. 6-98)
Rev-1502 E)(+ (6A8)
cotiuaHw~~TH of aENNSVwANw
NHERRANCE TAX RETURN
RESENT DECEDENT
SCHEDULE N-B7
OTHER
ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Beam, Christine L. y~..07.
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (BA8)
cotieaoNwEA~TH aF PENNSVwANw
NHERRANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
Beam, Christine L. 21-07-
InGude unrelmbureed medlpl expenses.
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98)
REV-1513 Fj(+ (9-00)
COMMNHENW~ETAAL~EOF~PER~YwLJVANIA
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Beam, Christine L. 2~ ~~_
NUMBER NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
($$$j
Do Not List Tnu s
I~ TAXABLE DISTRIBUTIONS [ndude outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2))
Brenda Graver Daughter 113 cash and
4622 Carlisle Road bank accts.
Gardners, PA 17324 1/2 of residue
Charles Graver Son-in-Law 113 of cash and
4622 Carlisle Road bank accts.
Gardners, PA 17324 112 of residue
Kristin Sayers Granddaughter 1/3 of cash and
455 Hollowbrook Dr. bank accts.
Carlisle, PA 17013
Total
Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTA L OF PART I! -ENTER TOTAL NnN_TAx4Rl F nIGTRInI Irlnnlc nni i i~io ,~ nc o~~ , cnn ~.,.~o ~~,~~-T ...,.,
Copyright (c) 2002 form software only The Lackner Group, inc. Form PA-1500 Schedule J (Rev. 6-98)
MAR-18-2007 16 33
FNCBANC
March i 6, 2007
-- -
_ _ _-
PNCBANK .__ - - -
George F- Douglas, III
2109 Market Street
Catxtp Hill, PA 17011
RE: Estate of Christine 1_.. Beane, deceased
SSN: 185-10-8117
DOD: 21512007
Dear Mr. Douglas:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Cer1~fitate of Deposit
Account #21001052548 Established 03/12II989
CHRISTINE L BEAM
DOD balance: $3,466.88 + $5.74 accrued intexest
Please note that this office only provides date of death balances for deposit accounts
(IRAs, C.Ds, Checking and Savings accounts)_ We do not process any finantiat
transactions or provide statetttents_ If you need assistance with any of these items,
please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank braz~eh
office.
Sincerely,
~~~
Raehelle Weils
i-$00-762-1775
P7-PFSC-04-F
500 first Ave.
Pittsburgh PA 15219 Member FDIC
TOTAL P.01
. ~ JtIjfOCi
499 Mitchell Road, Millsboro, DE 19966 Mai] Code DE-MB-12
Saidis Flower & Lindsay
Attorneys At Law
2109 Market Street
Camp Hill, Pennsylvania 17011
Re: Estate of Christine L Beam
Social Security: 185-10-8117
Date of Death: Februar~05, 2007
Phone (888) 502-4349
Fax (302) 934-2955
March 19, 2007
Dear Sir or Madam:
Per your inquiry dated March 15, 2007, please be advised that at the time of death, the above-narrled decedent had on
deposit with this bank the following:
1. Type of Account Checking Account
Account Number 14287919
Ownership (Names o,~ Christine L Beam
Opening Date 02/28/74
Balance on Date of Death $10,394.59
Accrued Interest $ 0.77
Total $10,395.36
2. Type of Account Certificate of Deposit
Account Number 031003914380777
Ownership (Names ofi Christine L Beam, Brenda L Graver
Opening Date 03/12/81
Balance on Date of Death $2,957.79
Accrued Interest $ 46.74
Total $3, 004.53
Please be advised, there was no safe deposit box found for the above decedent. ~ * For further account information,
regarding ownership, closures and/or reimbursement of funds, etc., please call the Summerdale Plaza Office # 717-
255-2261.
Sincerely,
Nancy Clagett
Records Management
•
rl
•
LAST WILL AND TESTAMENT
OF
CHRISTINE L. BEAM
I, CHRISTINE L. BEAM, of Gardners, 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 the payment of my debts and the expenses of my
last illness and funeral from my estate as soon after my death as
conveniently may be done.
Further, in this connection, I authorize my personal
respresentative to expend funds from my estate, in such amount as
my personal representative shall consider necessary and desirable
for the purchase, erection and inscription of a suitable marker
for my grave.
SECOND
I nominate, constitute and appoint my daughter, BRENDA
GRAVER, of Gardners, Cumberland County, Pennsylvania, as Executrix
of this my Last Will and Testament. I relieve my personal
representative from the necessity of posting security in
connection with her duties as such in any jurisdiction in which
she may be called upon to act insofar as I am able by law to do
so.
THIRD
In addition°~to the powers conferred by iaw, I authorize
my Executrix in her absolute discretion:
II A. To retain in the form received, and to sell either
at public or private sale any real or personal property.
B. To manage real estate.
C. To invest and reinvest in all forms of property
without being confined to legal investments., and without regard to
the principal of diversification.
~ •
~1
D. To exercise any option or rights arising from
ownership of investments.
E. To compromise claims without court approval, and
without the consent of any beneficiary.
FOURTH
I give, devise and bequeath all my jewelry and antiques,
in separate and equal shares as they may determine, to Brenda and
Kris Graver.
I give all my household furnishings and my mobile home
to Charles and Brenda Graver subject to the right of my sister
Alice to have the sole exclusive use during her lifetime.
All cash, bank accounts and other negotiable instruments
shall be equally divided between Charles, Brenda and Kris Graver.
FIFTH
All the rest, residue and remainder of my estate, real,
personal or mixed wherever situate, I give, devise and bequeath
unto Charles and Brenda Graver. Should they have predeceased me,
then I give, devise and bequeath all the rest, residue and
remainder of my estate, to Kris Graver.
IN-WITNESS WHEREOF, I have hereunto set my hand and seal
to this, my Last Will and Testament, consisting of two (2)
typewritten pages, the first one (1) of which bears my signature
in the margin for the purpose of identification, this the day of
1986.
~ ~ t.2 ~GZ'i-r1 (SEAL )
`~ ~~ ~~
CHRISTINE L. BEAM
t
* i
Signed, sealed, published and declared by the above
named testatrix, CHRISTINE L. BEAM,. 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.
~ ADDRESS . ~ `J , ~ T ,f7
f ,L~
C~-.c~ ~ r~~..~ .i ADDRES S ~'~. r~l ~- ~1~~~ ~ -° ~ r~-'!
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
We CHRISTINE L. BEAM ~(,~'V ~U~•~
r, r r n d
(~~~~.L[~, J ~`~'~.~-z-•. , the testatrix and th
witnesses, respectively, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby declare to
the undersigned authority that the testatrix signed and executed
the instrument of her Last Will, and that she signed willingly and
that she executed as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence
and hearing of the testatrix, signed the Will as witnesses, and
that to the best of their knowledge, the testatrix was at the time
eighteen (18) years of age or older, of sound mind and under no '
constraint or undue influence.
Sworn to and subscribed be o e me
this ~ ~~~~ day of -~~
~~
1986.
RENE[ 1. MURRAr, NQTAAy Pi!l~10
CARUStE e0R0, `CUMItRLAIlp aAyplr
MY COMMt$SN1N ExPIR~! t-CT. 21.19R!
Member, Pennaplrertie Aaoci~tiort of Notaries
JOHN E. SUKE
ROBERT C. SAlDIS
JAMES D. FLOWER. JR
CAROLJ. UNDSAY
JOHN B. LAMPI
MICHAEL L. SOLOMON
GEORGE F. DOUGLAS, III
DEAN E. REYNOSA
THOMAS E. FLOWER
MARYLOU MATAS
SUZANNE C. HIXENBAUGH
LAW OFFICES
SAlOIS, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENNSYLVANIA 17011
TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-34CY7
EMAIL: attorney@sfl-Iaw.com
www.sfl-Iaw.com
June 21, 2007
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
Re: The Estate of Christine L. Beam
File No. 21-07-0243
Dear Ladies:
CARliSLE OFFICE:
26 WEST HIGH STREET
CARliSLE, P A 17013
TELEPHONE: (717)243-6222
FACSIMILE: (717)243-6486
REPLY TO CAMP HILL
Enclosed please find an original and copies of an inheritance tax return for the above
estate. Also enclosed are checks for the filing fee and the tax due. Kindly return a time-stamped
copy of the return to our office in the envelope provided. Thank you.
Very truly yours,
/sly
Encl.
'8
Jlg
2cfi~
CJ~o
o .."
9
. ~
~
~
~
N
N
~
9
(",)
Ul
-f' r.'~;~
11 '1 ':J
G2:':-:)
C;r, ::0
._~CJ
r""" ('"I,
::n CJ
0('""")
-n 1'1
-n
~O
;=:-rn
(:/'-)
~r. f.l.j.
~~N .~
III ::>>
'.. -((~ t:': ',').)
J.:"'~l~l~".....'\:. r.~~".:.."t'
f' ':t~'1Jf\,.'.~t. "J
.. . t ~.:; '"'!'):~ ~
.' l\<t~.-1~..~ \,.t .'. ~~
~~\~i~w
'~i\.l-; " \. "
. ~1\~ ~..~' ~
u. "" 0.,
'1.:~ I
UJ~'~~?./
}::s C/l
~~
~~
~~
(
I..-
lI')
f'l')
s
z::
C
N
N
~
i
1-
-
I
~
~ "=
:d~~~
~ :;5
'~ ~:z:
:9!< 9 ~
~ NU
ui
1-1
~
rrJ
'.
Q)
o
:;:,
o
.c:
t::=
:;:,
o
U
~('I)
c::~
0:;:'0
-8"
== ~
~"O<(
ofija.
'- 1:: ~
Q)Q)~
-.00
.!!l E :e
C):;:,m
Q),.,. U
0::,,-,
".
~
-
"