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Home My WebLink About05-01-08 REV-1&OO EX + (t>-DO) -~- ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 -0 8 0 2 0 4 COuNTY"CoiiE ---YEl\~ - - 'NUMsER- - DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z W C W U w C BEITZEL, VIVIAN G. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) SOCIAL SECURITY NUMBER 1 74- 2 0 - 3 7 6 5 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER W I- :.:: ::fen U a::.:: w l5U J:a:9 ua.llI a. cl: 02/02/2008 11/22/1925 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) [Xl 1. Original Return o 4. Limited Estate [Xl 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a_ Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS MURREL R. WALTERS, III, ESQUIRE FIRM NAME (If Applicable) z o i= <( ..J :::::> l- e: <( u W 0:: z o i= <( I- :::::> a.. ~ o u ~ I- I- Z W o Z o a. en w a: a: o u 54 EAST MAIN STREET (8) . <......:) TELEPHONE NUMBER 717-697-4650 MECHANICSBURG ~~,~' ':::-r~'~~ 1~.-: 150,999.40 (JJ 7' FFICIrn.JSE or\II;Y':"..., - (-.,. '-...".-' go --. 0.00 -n ~ -3-,: - S5 N ~.;;; --I .. =J]. 0 s:- 1,134,198.47 67,757.03 1,352,954.90 16,720.72 1,623.81 0.00 X _(15) 0.00 1,334,610.37 X .045 (16) 60,057.47 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 60,057.47 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subjectto Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) t Real Estate (Schedule A) 2, Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (1) (2) (3) (4) (5) (11) (12) (13) 18,344.53 1,334,610.37 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [J Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 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) 16. Amount of Line 14 taxable at lineal rate (14) 1,334,610.37 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Talx Due 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 1 WESTFIELDS DRIVE CITY I STATE I ZIP MECHANICSBURG PA 17050 Tax Paymtmts and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 60,057.47 3.002.87 Total Credits (A + B + C) (2) 3,002.87 3. Interest/Penalty if applicable D. Interest E. Penalty T otallnterest/Penalty ( D + E ) (3) 4. 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 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter thl3 total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 57,054.60 57,054.60 PL.EASE 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. 0- D/~ tJ9 PA 17111 D E / ~r- (I""Y ADDRESS R EL R. WALTERS, III, ESQ. 54 EAST MAIN STREET, MECHANICSBURG PA 17055 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 4.5%, 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 decedent's siblings is 12% [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~1502 EX + (6-98) *' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER BEITZEL. VIVIAN G. 21 08 0204 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real DroDerty which is jointly-owned with richt of survivorship must be disclosed on Schedule F. DESCRIPTION ITEM NUMBER 1. 1 WESTFIELDS DRIVE MECHANICSBURG, PA 17050 CUMBERLAND COUNTY ASSESSED $123,900 X 1.22 VALUE AT DATE OF DEATH 150,999.40 TOT AL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 150,999.40 REV-15G8 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF BEITZEL VIVIAN G. FILE NUMBER 21 08 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. 0204 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 1,134,198.47 AMERIPRISE FINANCIAL BROKERAGE ACCOUNT TOT AL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,134,198.47 REV-1509 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF BEITZEL. VIVIAN G. FILE NUMBER 21 08 0204 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. JUDITH A. BEITZEL 37 WESTFIELDS DRIVE MECHANICSBURG, PA 170S0 DAUGHTER B GREGORY K. BEITZEL 7032 RED TOP ROAD HARRISBURG, PA 17111 SON c JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY '!oOF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTL Y.HELD REAL ESTATE VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 8/02 4. $10,000 FACE AMOUNT SERIES HH SAVINGS BONDS 40,000.00 50. 20,000.00 2. B. 8/02 2. $10,000 FACE AMOUNT SERIES HH SAVINGS BONDS 20,000.00 50. 10,000.00 3. A. 8/02 4. $1,000 FACE AMOUNT SERIES HH SAVINGS BONDS 4,000.00 50. 2,000.00 4. B. 8/02 4 - $1,000 FACE AMOUNT SERIES HH SAVINGS BONDS 4,000.00 50. 2,000.00 5. A. 8/02 2 - $500 FACE AMOUNT SERIES HH SAVINGS BONDS 1,000.00 50. 500.00 6. B. 8/02 1 . $500 FACE AMOUNT SERIES HH SAVINGS BONDS 500.00 50. 250.00 7. A. 7/89 5. $1,000 FACE AMOUNT SERIES EE SAVINGS BONDS 6,576.00 50. 3,288.00 8. B. 7/89 5 - $1,000 FACE AMOUNT SERIES EE SAVINGS BONDS 6,576.00 50. 3,288.00 9. A&B 5/06 PNC 41,381.04 33.3 13,779.89 CERTIFICATE OF DEPOSIT 10. B. 5/06 PNC 13,790.15 50. 6,895.08 CHECKING TOTAL (Also enter on line 6, Recapitulation) $ 67,757.03 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF BEITZEL. VIVIAN G. FILE NUMBER 21 08 0204 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MALPEZZI FUNERAL HOME 11,303.72 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) GREGORY K. BEITZEL (RENOUNCED) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees MURREL R. WALTERS, III, ESQUIRE 4,500.00 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 - CUMBERLAND COUNTY 917.00 5. Accountant's Fees 6. Tax Return Preparers Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 16,720.72 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BEITZEL. VIVIAN G. FILE NUMBER 21 08 0204 Include unreimbursed medical expenses. ITEM NUMBER 1. WEIS PHARMACY MEDICAL 2. VERIZON PHONE 3. PPL ELECTRIC 4. UNITED WATER WATER SERVICE 5. GUNN MOWERY HOMEOWNER'S INSURANCE 6. COMCAST CABLE TV 7. HARRISBURG GASTRO MEDICAL 8. PENN WASTE TRASH 9. BABB ACCOUNTANTS INCOME TAX PREPARATION 10. U.S. TREASURY 2007 FEDERAL INCOME TAX DESCRIPTION VALUE AT DATE OF DEATH 93.62 36.98 298.09 28.01 177.00 105.76 135.00 44.35 160.00 545.00 TOTAL (Also enter on line 10, Recapitulation) $ 1,623.81 (If more space is needed, insert additional sheets of the same size) 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. GREGORY K. BEITZEL Lineal 638,777.89 7032 RED TOP ROAD HARRISBURG, PA 17111 2. JUDITH A. BEITZEL Lineal 638,777.89 37 WESTFIELDS DRIVE MECHANICSBURG, PA 17050 I::NTER 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. 13. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ "'.'''''''''* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BEITZEL VIVIAN G SCHEDULE J BENEFICIARIES (If more space is needed, insert additional sheets of the same size) FILE NUMBER 21 08 0204