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Home My WebLink About05-26-10 1505610101 REV-1500 EX (01-10) OFFICIAL USE ONLY PA Department of Revenue pennsylvarria County Code Year File Number OEPARTMEM D: PEVENUE Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 ~ I 0 ~~ ~ V ~~ Harrisburg, PA 1'7128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Soria( Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 164-36-3900 02/04/2009 02/13/1946 Decedent's Last Name Suffix Decedent's First Name MI BEAVER KATHY L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI BEAVER ROBERT A Spouse's Social Security Number THIS RETURN MUST BE FILED !N DUPLICATE WITH THE 197-30-9552 ~ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum O 2. Supplemental Retum O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) C11p 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to ta:x under Sec. 9113(A) between 12-31-91 and 1-1-95} (Attach Sch. O} CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: `' Name Daytime Telephone Number HEATHER MUMMA HARNER (717) 755-3600 First line of address 3691 SORREL RIDGE LANE Second line of address City or Post Office YORK State ZIP Code PA 17406 Correspondent's a-mail address: REGISTE~t..~F WILLS US~NLY C t~-~ c, i..r 6~ r._. -' ~~. r-- . "'"~ ~;~~ cn ' ~_7,-~-, ~-~ _ ~.:. ~~ ZpAT~ FILED • . --- - ,.. ~. V ,t~ .y t,~ _.; ~...T j.....? r-r7 C~ ~,w 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 e, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge ~(6i~TURE~OF PEF~~Jh~SPONj¢IBLE FO~t FILING RETURN nnTG. 9 I ATURE OF PRE RER OTHER THAN REPRESENTATIVE ~f ~ DATE 05/20/10 ADDRESS 361 5,c~rrr~~.~( ~~e ~~~ .~~. PA- f ~7~b PLEASE USE ORIGINAL FORM ONLY Side 1 1505610101 150561011 'U ' REV ~ sos Ex+ (s-ss~ COMMONWEALTH OF PENNSYLVANIA {NHERITANCE.TAX RETURN RESIDENT DECEDENT SCNE®t~LE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER BEAVER, KATHY L. 2109-1022 Indude the proceeds of ~tiga6on and the date the proceeds were received by the estate. Alt property jointly-ovmed with right of survivorship must be disclosed on Schedule F. (Ir more space is needed, insert additional sheets of the same size) ~ pennsylvan~a DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~~ FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER BEAVER, KATHY L. 2109-102 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Auer Cremation Services of PA, Inc. 100 Jonestown Rd. Hamsburg PA 17109 1, 540.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address _ City Year(s) Commission Paid: State ZIP 2• Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) 3,500.00 claimant KARIE BARLUP street address 550 Bosler Avenue 4. 5. 6. 7. city Lemoyne state PA zIP 17043 Relationship of Claimant to Decedent DAUGHTER Probate Fees: Accountant Fees: Tax Return Preparer Fees: Advertising -The Sentinel, Cumberland Law Journal 88.00 262.54 TOTAL (Also enter on Line 9, Recapitulation}.' $ .x;390.54 If more space is needed, use additional sheets of paper of the same size. ~ Pennsylvania SCHEDULE DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT dECEDENT ESTATE OF FILE NUMBER BEAVER, KATHY L. 2109-1022 Report debts incurred by the decederrt prior to death that remained unpaid at the date of death, including unreimbursed medics! eYnenses_ It mare space ~s needed, insert additional sheets of the same size. REV-1513 EX+ (11-08} ~` Pennsylvania SCHEDULE ~ - DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER BEAVER, KATHY L. 2109-1022 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. NANCINE MORRIS DAUGHTER ~~ ~ 3 ~ 2. TIMOTHY BARLUP SON 3a, ~ 3 `/e 3. KARIE BARLUP DAUGHTER 3 ~, ~~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 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. n _.. ~.... „ - ~.. _ ..... .~,~ 1 _ ,~ LAST I~ViLL AND TESTAMENT OF KATHY L. BEAVER ~~i~~ KNO1N ALL MEN BY THESE PRESENTS, that i, KATHY L. BEAVER , presently residing at 401 Erford Road, Camp Hill, PA 170'11, Cumberland County, being of sound and disposing mind, memory and understanding, do hereby make, declare and publish this to be my Last llviil and Testament, hereby revoking any and all wills and codicils heretofore made by me. Currently, 1 am separated from my husband, Robert Beaver, and am in the process of Divorce proceedings. lam writing this my Last 1IVi11 in an effort to disinherit my said husband from receipt of any property that I may have, including properly which is currently held in Joint ownership with my husband; said Joint Tenancy property is also the subject of the current separation negotiations with my husband. At the time of execution of this document I have Three {3) children: Nancine Mon-is, currently of 100 Nestside Court, Harrisburg, PA 17110; and, Tim Barlup, currently of 431'1 Vvinfield Street, Harrisburg, PA 17'109; and, Karie Barlup, currently of 401 Erford Road, Camp Hill, PA 17011. FIRST: Funeral Arrangements= 1 direct that my funeral be conducted in a manner corresponding with my estate and situation in life. SECOND: Debts and Funeral Expenses, i direct that all my just debts, expenses of my last illness, and funeral expenses shall be paid by my Executor hereinafter named, from my estate as soon after my death as practicable. THIRD: Residuary Estate. 1 give, devise and bequeath all the rest,. residue and remainder of my estate, whether real, personal or mixed and- of whatever nature and wherever situated, including lapsed legacies, and any property over which I may have power of appoin#ment, in the following manner: A. !n equal shares to such of my children who so survive me, provided that if _ a child does not survive me, but leaves descendants who so survive me, -, f., ; :. }__ ~-= such descendants shall receive the share such child would have received ~f_-.~ --:~ ~ --- ~_=; -~ had he or she survived me. ~_: - ~ - _ = ~j " = ~~3 ----- _ - c~~ ,_.__ ~-; Page _1_ Inrtyais. ~„-CCC--- ~- ~~ r ... r'^.. ,.., _ ~~s/esaaidrs.*e,~E~9SttvritYartfir f!~,.: ~?ialti w,~c~: V^ ..,. __ „z ,r:~ ~,Nx~i;r~3np _:,i._a~ »"...s.zswnw+tit~. FU4~RTH: Protective Provision. Igo interest in income or principal shall be assignable or be available to anyone having a claim against any beneficiary before actual payment to the beneficiary. FIFTH: Death Taxes. All federal, state and other death taxes payable an the property forming my gross estate for tax purposes, whether or not it passes under this will shall be paid out of the principal of my residuary estate just as if they were my debts, and Wane of those taxes shall be charged against any beneficiary. SIXTH: Management Provisions. l authorize my Executor to do the following: A. To compromise claims and to abandon any property which is of little o~ no value; B. To sell at public or private sale to exchange or lease far any period of time, any real or personal property, and to give options for sales or leases; C. To use administrative or other expenses of my estate as income tax or estate tax deductions and tv value my estate for tax purposes by any optional method permitted by the law in force when I die, without requiring '~ adjustments between income and principal far any resulting effect on - income ar estate taxes; D. To borrow from, and to seal property to others, and to pledge property as security far repayment of any funds borrowed; E. To distribute in kind and to allocate specific assets among the beneficiaries in such proportions as my executor may think best, so long as the total market value of any beneficiary`s share is not affected by such allocation; These authorities shall be in addition to those granted by law and shall be exercisable without leave of court. SEVENTH: Executor. l nominate and appoint my three ~3) children, to be the Co- Executors of this Will, and l direct that no Executor be required to furnish any surety or sureties ar bond for the faithful performance of their duties in any jurisdiction. ~~ Tf ~~ page -~- Initials: ~ ~- iid ~1tiTi~ESS HEREGF, (have hereunto set my hand and seal this ~~ day of , 2008. ~.w, ~~ ~~ F G ~ ,~ Vic; 'lr~r'~--;~ t KATHY L. BEAV R The preceding instrument, cflnsisting of this and TWO {2} other typewritten pages, was on the date thereof signed, published and declared by KATHY L. BEAVER, the Testator, therein named, as and for her Last Will and Testament in the presence of us, witnesses, who at her request, in her presence and in the presence of each other, I~a've su scribed our names as witnesses hereto. of 4219 Derry Street, Harrisburg, PA 17111 ~~ss -Paul Taneff Gi j Witn - G gory J. Ricci ,~ of 4219 Derry Street, Harrisburg, PA '17111 Page -3- ~(.. ` -~ Initials; ~ STATE C3F PENNSYLVANIA ss. COUNTY OF DAUPHIN : The Testator, KATHY L. BEAVER, and the witnesses, Paul Taneff and Gregory J. R~cc~, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as her last Vllill and that she had signed willingly, and that she executed it as her free and voluntary act far the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testator - KATY ~B Witness - Paul Taneff ~` G' Witne~ s - regory J. Ricci Su scribed, Sworn to and Acknowledged before me by KATHY L. BEAVER, as Testator; and, subscribed and sworn to before me by Pact Taneff and Gregory J. Ricci witnesses, on ~ '~ , 2008. otary Pubtic - My Commission expires: r~1.' i~ ~zJ~'~ NOTARtAt SEAL jS EAL] BARRY !C 3REXLER NOTARY PUBLtC-NOTARY tD 12iQ355 S~ATARATOWN.SMP~ DAUPt#IN COUNTY, FA, USA ~Y cor~sso~ ac~u~s ~c~. ~,~aos HEATHER MUNIlVIA ~IARNER ATTORNEY AT LAW 3691 SORREL RIDGE LANE YORK, PENNSYLVANIA 17406 TELEPHONE 717-755-36Q0 LANCASTER COUNTY 744 WEST MAIN STREET MOUNT JOY, PENNSYLVANIA 17552 FACSIMILE 717-840-4114 LETTER OF EXPLANATION FOR INHERITANCE TAX RETURN DATE: 20 May 2010 RE: Estate of Kathy L. Beaver, Deceased File No. 21-09-1022 TO WHOM IT MAY CONCERN: Family Exemption -Claimant is an unmarried daughter who lived with Decedent from birth until Decedent's death. Claimant then terminated the lease to the family household and -moved closer to her place of employment. _ ~, A copy of claimant's driver's license follows. .Juno a-mail for hmhlaw o~juno.com printed on Monday, November 3Q, ~OQ9, 4:2'~ PM Condition _ - . ;_ _ Value Excellent ~70Ei: Good X600 Fair ~~~5 ~` View Kia Sephia ~` Search aH Classifieds in 17011 Vehic{e Highlights Mileage: 90,000 Engine: 4-Cyl. 1.8 Liter Transmission: 5 Speed Manual Drivetrain: FWD Selected Equiipment Standard Air Conditioning ~4M/FM Stereo Power Steering Duat Front Air Bags - 'i of 2 ~2-.cod - ~02~ ~~ M~~ ~~R ATTORNEY AT LAW 3691 SORREL RIDGE LANE YORK, PENNSYLVANIA I74Ub TELEPHONE 7I7-755-3600 FACSA~IILE 717-840-4114 5 May 2010 Robert A Beaver Highland Care Center P. O. Box 10 Laporte, PA 18626 Re: Kathy L. Beaver, Deceased Fite No. 2109-i 022 DOD: 2-4-09 Dear Mr. Beaver. LANCASTER cauNTY 744 WEST MAIN STREET MOUNT JOY, PENNSYLVANIA 17552 ~, tam writing to advise you that you are the named beneficiary of your late wife's 401(k) account. 4 1 understand that neither the Executrix nor I have legal authority over the accourrt and we are not assuming any responsibility for distribution of it As you left the family home in 2008, you and the Department of Public Welfare might not be aware of this asset and therefore I am hereby notifying you of the following: Acct. Name : Holy Spirit 401(k) -Plan 73116 Date of Death Value: X28,952.33 Contact Fidelity Investments Institutional Operations Telephone : 800-343-0860 Very truly yours, ~- r Heather Mumma Hamer HMHfjd copy: Vincent Porter, PA Dept of Public Welfare, via facsimile 717-772-6553 Sullivan County CAO, Main St, P_O. Box 355, Laporte, PA 18fi2S Karie Bariup, Exec. ~-'" HEATHER MUMMA HARMER ATTORNEY AT LAW 3691 SORREL RIDGE LANE YORK, PENNSYLVANIA 17406 TELEPHONE 717-755-3600 FACSIMILE 717-840-4114 25 May 2010 Glenda Famer Strasbaugh Cumberland County Register of Wills One Courthouse Square Carlisle, PA 17013 Re: Estate of Kathy L. Beaver, Deceased File No. 21-09-1022 Dear Ms. Strasbaugh: Enclosed please find: LANCASTER COUNTY 744 WEST MAIN STREET MOUNT JOY, PENNSYLVANIA 17552 an original and two copies of the PA Inheritance Tax Return in the above-referenced estate, estate check no. 505 payable to Register of Wills in the amount of Fifteen $15.00 dollars for filing fees. There is no inheritance tax due, as the estate is insolvent. Please date-stamp a copy of the tax return and send it and the receipt to our office in the enclosed prepaid self-addressed envelope. Thank you for your kind cooperation. Very truly yours, Heather Mumma Hamer HMH/jd Encl: 4 ~ ,; ~:~, -Y, -n x~ -.-~; ~ yea ~ m - =-• ~ tv cap ~ ~ i ~ ,._.. _~ ...~ ~._.~ ~'" a ~_r~ T~ ---~ ~ ~ ~~'.~ N ;.. `~ C t w ~' L-~ N Q o -~ ' ~ ^/ M (n QN~F- `LJN ^Z /~• •07 ~QY~NO ~..1 •p cn p ¢¢ Ldo ~T 0 7 g .~ '. 4 c: M o ti --~-~ ~~ ~ ~~ ~w o ~ J o 1,,, ~ Q ~~ ;n C~._ ~ . j ('~ `j J r . ~-~-{ ,,,~ ~ ~ ~~~s m ~~ !.,l i y `; CL, C"r.`1 , ~ J O ~..~ ~ ~ ~ ~ ~ ~ ~, m s~ ~ ~ ,; ~a ~~ ~~ ~ ~ ~ ~~ ~~ ~ 4- ~ ~: ~ ~ ~~ ~ ~ ~ ~ ~ ~= ~ ~ ~ ~ ~ ~ ,. ~; ~ ~~ ~4 ~~ ` ` ?`. Q ~ ~ ~~ Q ~ I-- ~ W ~ ~ ~: ~: ~,... m m ru m a ~- a 0 v 0 0