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HomeMy WebLinkAbout06-16-10 (2)~~ 7 ~ fl 1505607120 EX (06-05) ~F~IAL USE Ct~1~Y PA Department of Revenue ~r code veer Fue Number -'-' Bu~u of intiivkiuai Tsxes INHERITANCE TAX RETURN PO 80X.2806iJ1 Hantsburg, PA i~~2a-odor RESIDENT DECE©ENT 21 10 0 0 3 9 3 E C~CE FO~1NA 8EL Social Security Number Date of Death Date of Birth 311125766 03202010 012.31919 Decedent's Last Name Suffix Decedent's First Name Mi BECZCER FLOYD pj (If Ate) Ember Sunrtving Spouse's fnformstion Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Soaal Security Number THtS RETURN MUST BE FMLED IN DUPLICATE VYITH THE REGtST~R OF W1Ll.S FILL INAPPROPRIATE OVALS BELOW ® 1. Original Retum ^ 2. Supplemental Retum ^ 3, Remainder Retum (date of death prior to 12-13-82) -- - - , ^ 4. Limited Estate ^ qa. Future Ir~tereat Compromise ^ 5. Federal Estate Tax Retum Required (date a death after 12-12-82) ® g' (Attach ~ ~ ^ 7. ( Copy~j ~ Tn~st ~ 8. Total Number of Safe Deposit Boxes ^ 9. Litlgation Proceeds Received ^ 10. 12~1~91 amend t- -96) ' ^ 11. ElediOn t0 tax under SeG. 9113(A) (Attach Sch. O) . - -THIS MtAST COMPLETED. ALL CORRES[aONDENCE AND ON TAX SHOULD ~ !: D me Daytlme T elsphone Number DEBRA R. MALLET 7177371300 Firm Name (K Applicable) LA1P OFFICES OF DEBRA R . BALLET First line of address 24 NORTH 32ND STREET Second line of address City or Post Oi'fke CAMP HILL Stab ZIP Code PA 17011 REGISTER OE~ USE i~iLY ~ J F.;k~ ~' t~ ~~~ ~ r c c ~ ~ ,~ rn ~;~ ...-. c~ C...1 ~ '7 ~~ DA~FILED .~ c E ~~ ---^, Y ~~ Corrsblpondent's e-mab addros:: wa l i etd a bra o 1, c om Under penalt[as of , I d~that 1 ot~ th~tmha' ~ rsrs~'v7t is ally Hof c~ ~ krtm~wled aid belbf, it is true, oon+scx ~! a~llon of pn°Iparer any kno. ~a-'~*L~-~sL-fir-~ ' ~...e~oi 1015 Swarthmaro Sh+est, New Cumberland, PA 17070 SIGNATIRiE OF PREPARER OTHER THAN REPRESENTATIVE ~~ ~+~ 'k. 4 Debra K. Wallet (~' ~y ~ ~® ADDRESS 24 North 32nd Street, Camp Hill, PA 17011 L 1505607120 Side 1 76607120 J n 0 J 1505~07~~0 REV-1500 EX Decedent's Social Security Number _~•: BECKER, FLOYD A 31112 5 7 6 6 RECAPITUUTION 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 8 Notes Receivable (Schedule D) .......................................................... 4. 5• Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ................ 5. 7 , 615.3 8 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers R Miscellaneous Non-Probate Property (Schedule G) ^ .Separate Billing Requested ............. 7. 1 , 0 6 9 . 8 0 8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 8 , 6 8 5.18 9. Funeral Expenses 8~ Administrative Costs (Schedule H) ......................................... 9. 1 , 3 8 9 . 0 2 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Sc~edu~ I) ................................ 10. 11. Toil Dsductior~ (total Lines 9 & 10) ...................................................................... 11, 1 , 3 8 9 . 0 2 12. Net Value of Es#abe (Line 8 minus Line 11) ............................................................. 12, 7 , 2 9 6.16 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. 7 , 2 9 6.16 TAX COMPUTATION • SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax refs, or transfers under Sec. 9116 (®)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045. 7, 2 9 6.16 1 g. 3 2 8. 3 3 17. Amount of Line 14 taxable at sibling rate X ,12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ..................................................................................................................... 1 s. 3 2 8. 3 3 20. FILL IN TI# OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. SMe2 1506607220 16066Q7220 J .. n . 1 REV-1500 EX Page 3 Decedent's Com~ilAte A~Irill-ss: File Number 21 - 10 - 00393 Becker, Floyd A STREET ADDRESS 46 Erford Road CITY Camp W111 STATE PA Z1P 1701.1 Tax Paym®nts ilmd Credits: 1. Tax Due (Page 1 Line 19) 2. Cnedits/Payments A. Spousal Poverty Credit B. Prior Paym®nts C. Discount 3. lnteresUPenalty if applicable p. Interest E. Penalty 16.42 Total Credits (A + B + C) Total InterestlPenaity (D + E) 4. ff Line 2 is greater than Line 1 + Line 3, errter the difference. Thy is the OVERPAYMENT. Check t>to~c on Page 2 Une 20 bo nq;wst a nsfund 5, If Line 1 + Line 3 is greater than Line 2, err the difberence. This is the TAX DUE. A. Enter the interest on the tax due. f3. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (1) 328.33 (2) 16.42 (3) 0.00 (4) (5) 311.91 (~°-) (5s) 311.91 Make Check Payable to: RL~~iilSTER CAF WILLS, AGENT PLEASE ANSYVER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No s. retain the use or income of the property transferred :.................................................................................. ^ b. retain the right to designate who shalt use the property transfen+ed or its income :.................................... ^ ^x c. retain a reversionary interest; or ............................................................................. ^ 0 d. receive the promise for !'rte of either payments, benefits or care? .............................................................. ^ x^ 2. ff tleath oca.rrred aflier umber 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... ^ 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 Indivddua! Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... ~ ^ tF THE AN3MMER TO ANY OF THE A1130VE QUESTIONS iS YES, YOU MU8T COMPLETE SICHEDUt.E O AND FILE R AS PART OF THE RETURN. Fw 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 aRer 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) psment (72 P.S. §9118 (a) (1.1) (ii)]. The statute does not e~oemot 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 ony beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed an 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 j72 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 four and one-half (4.5) percent, except as noted in 72 P.S. §9118 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 sthtings 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. C~CMM~AONYVffIiLTii of nFNNen.v~wu- INHElMTANQE TlU(R@'TUFMI RIT DHC@DBNT ~C~~~w~ CASH, BAN~C CtPt)SI'T'3, ~ MtSC. PERSONAL PROPERTY ESTATE of Becker, FIOyd A ~~ ~~~ 21 -10 - 08393 Inclt~~ ~the~ ~pproceeds of attlprt and the data the proceeds were received by the estate. Ali pr©porty jt~ngy-owed with tta right of survh~rorihip nwst bs t8ed~d on sciwrdule F. ITEIUI VALUE AT DATE OF NUMBER DESCRIPTION DEATFI 1 Sovereign Bank Checking Account #0931127831 ~ 7,616.38 2 ~ Cash in possession of decedent (none -Decedent died in nursing home) 0.00 TOTAL (Also w~tsr on Lins 5, Rscapitula~) ~ 7,615«38 cotu>NloNVUEALTH of PENNSY1.vANIA $iCl"~ INHERITANCE TAX RETURN INTER-~l'111'p~ry'- . ~`~ & RESIDENT DECEDEt+lT ~I~C, NQNYI~V~ ~~~EI~ 1 I ESTATE OF Becker, Floyd A FILE NUMBER 21 -10 - 00393 Thfs schedule must be completed and filed if fire answer to any of questlo~ns 1 throb 4 on pegs 2 is yes. ITEM NUMBER DESCRIPTION of PROPERTY ~ Include the natrN d M'is traneferse, their p to decadent and the date of trar~er. Attach a oDpy of the deed for real estate. DATE OF DEATH VALUE OF ASSET % of DECD'S INTEREST EXCLUSION (iF APPLICABLE) TAXABLE VALUE 1 Prudential Financial, lnc. Acct. #00031033331 1,069.80 100°!° 1,069.80 TOTAL (Also enter on iM~ 7, Recapitulation) ~ X069.80 S~Ct'f~l~.~E H i1RAL E' E"N' - 8~ «~TM ~ YWANtA A '~ li ~iATNE ~ ' - 5 iNHERrTANCE TAX g4~UW'1 RESIDENT OE0~1T ESTATE 4F Becker, Flo A I F~!_E NtJ~BER Yd 21 -10 - 00393 Debts oR decedent must be roported on Schedule 1. ITEM DESCRIPTION AMOUNT NUMBER FIMiERAL EXi~'lN8Eg; A. 1 Auer Crerna~ion Services (over .prepaid services) 241.42 B. ADNq#~8TRATiYE C08TS: 1. Perra~eonal Represertitative's Commissions Soda! Security Number(s) / E!N Number of Personal Repressntative{s): Street Addn3ss City State Zip Year(s) Commission paid 2. Attorney's Fees Debra K. Wallet, Esq. 1,000.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationahip of Claimant to Decedent 4. Probate Fees 92.50+30+10 122.60 5. Acxountant's Fees 6. Tax Return Prepaner's Fees 7, Other Administrative Costs 1 Postage, photocopies, etc. 25.00 TOTAL (Also ent~-r on line 9, Recapitulatilon) 1,389.02 REV-~a~s ac. ts~! scH~ou~~ ~ COAAMONVYEAITH OF PENNSYWANIA ~~~'"^`'~~i~~~` INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Becker Floyd A FILE Nt!#rtBER , 21 -10 - 00393 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSONS} DECEDENT (Words) () RECEIVING PROPERTY oo tie u~t Tn~{s! I~ TAXABLE DISTRIBUTIONS [intrude outrigh# sal f ers distributions andns under Sec. X116 (a) (1.2)] 1 Jeffrey E. Becker Son 1/2 of residuary 1015 Swarthmore Road Estate New Cumberland, PA 17070 2 Cindi MCNelis Daughter 1/2 of residuary 635 York Hagen Road Estate York Haven, PA 17370 Enter dollar amounts for distributions shoNm above on rinse 1 5 through 18, as appropriate, on Rev 1500 cover sheet II NON-TAXABLE DiSTPtIBUTiONS: . A. 8POUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TQ TAX IS NOT BErNG MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART h -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF ~tEV 1500 COVER SHEET ~ O.O© ~g~ Y ~, ' AT a r~ { 2. {r ~r f ~~AND'~COUNSELOR".;At:LAW; ~ T'UGHN'S CHURCH ROAD, ` ~ SUITE # 2:~ x y `~°'."" AMP.HILL,~PA.e=,17011?'~~'~ _'`' ~ ~;t , r ~' ',l~MONr`'(717) '737-2OS3;, ~~`~ ~ ~ ~' LAST WILL OF FLOYD A: BECKER I, FLOYD A BECKER, of the Borough of New Cumberland, County of Cumberland, State of Pennsylvania, being in good bodily health and of sound and disposing mind and memory and not acting candor duress, mflnace, fraud, or undue influence of any person whomaeever, merely calling to mind the frailty of human life, and being desiro~zs of disposing cf my worldly goods while I have the strength and capacity sc to do, I do make, publish and declare this my Last Will and Testament. I hereby revoke, cancel and annul all my former Wills and Testaments, including codicils thereto, by me at any time made, and declare this alone to be my Last Will and .Testament.. ITEM 1. I direct that my executors hereinafter named pay and discharge all of my just debts and funoral and testamentary ®xpenses. ITgs 2. I order and direct that my body,be cremated. ITEM 3. All the rest, residue and remainder of my entire estate, wheresoever situate and whatsoever it may consist of, I give, devis®, and bequeath, absolutely and in fee to my dearly beloved wife, DURUTHY W. BECKER. In the event my wife dies with me in a simultaneous disaster or fails to survive my death by thirty (30) days, then I give, devise, and bequeath my entire estate, absolutely and in fee to my dearly beloved children, share and share alike, per stirpes. ITEM ~.. I hereby nominate and appoint DOROTHY W. 13ECi~t~ Executrix, of this my Last Will. ShouZcl the Executrix herein named fail to qualify cr cease to act as Executrix, then I appoint JEFFERY E. BECKER as Executor in her stead. ._~~ O `u' '~'_ ~~~ ,. ,y ' ~ ~~~ a k y tF ~ ~" y :.~y:i: .~ - . ... .... ., .. ~i~ .. ~ . 3 3 ITEM I direct that my personal representatives, as well as their successors, shall not be required to give bond 'for the faithful performance of their duties in any jurisdiction. ~ ~/ - i~ A . CGMMGNWEALTH GF PENNSYLVANIA) as CGUNTY OI' CUMBERLAND ) S, FLGYD A. BECKER, Testator,' whose name is~ signed to the attached or foregoing instrument, having been duly qualified according to law, d.o hereby acknowledge that T signed and executed the instrument as my Last Will; that I signed it wil- lingly; and that I signed it as mg free and voluntary act for the purposes therein expressed. sworn er affirmed to and acknowledged before me,,by FLGYD A. BECKER, the Testator, this ~~_ day of ~, 1 Q81 . o ary Puti'1~c rIy Commission expires: March 2U, 198 The preceding instrument consisting of this and one (1) ether typewritten page, each identified by the signature of the Testator was on the date thereof signed, published and declared by FLGYD A. BECKER, the Testator therein named, as and for his Last Will and .Testamont, in o~xr presence of each other, have hereunto subscribed oiir names ae witness. Residing at ~. -a Residing at 8~6 Magaro Road Enola, PA 17025 3G6 Qlendale Drive Sliiremansdale,_ PA 17G11 - 2 - PHONE: (717) 737-130() Sincerely yours, ~~ K. 1'aw (~~fees o f DESBA K. WALLET 24 N. 32nd STREET CAMP HILL, PA 17411-2917 Email: Walleukb~aol.com June 14, 2010 Glenda F. Strasbaugh, Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Dear Ms. Strasbaugh: Re: Estate of Floyd A. Becker Will No. 2010-00393 FAX: (717) 761-5319 r~a ~ ~~ :~ ~ ~ ~~ ~ ~ ^~ '~' ~ rn a- ~ ,-~ --=~ ~ •, , .~.. _ ~~~' ~ry _~ Enclosed are an original and one copy of the Pennsylvania Inheritance Tax Return, a check in the amount of $311.91 representing the inheritance tax due, one copy of an Inventory of the Estate, and one copy of the Certification of Notice Under Rule 5.6(a) for filing in the above-captioned estate. I have also enclosed a check in the amount of $30.00 representing the filing fees for the tax return and the inventory. I have enclosed a copy of the first page of each to be stamped in and returned to me in the pre-addressed envelope provided. Thank you. Debra K. Wallet DKW/mml Enc. cc: Jeffrey E. Becker, Executor t a~'"'e; f t~ .~, ,,~ t"\ r ;; 5~`~ ~ ~'~ ~~ d ~ ~ .,~t'r .~ w w V L 1, • ~P .. ~.. r• ~~ kAri ~~~ ' ~ , t` 1 '~i~li ,j~ ~ ~. ~~.,~~ ~ 16 FM ~ ~ 1 ~ k~L.. ~_~~ ... 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