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Home My WebLink About06-02-101 ~ 1505607121 ~~~ ~~~ ~ ~5 PA of Revenue ( ) €~~-l~t~~. ~ ~N~.~ d Individual Taxes X 280601 INHERITANCE TAX RETURN County Cocte Year File Number PA 17128.060 RESIDENT DECEDENT 2 0 1 0 0 0 0 7 3 ENTER c>~ECEOENT TION eELOw Social Security Num r Date of Death Date of Birth 1 7 9 1 2' 5 5 6 8 0 1 0 7 2 0 1 0 1 1 1 9 1 9 2 2 Decedent's Last Narrwe Suffix Decedent's First Name MI BEI D E'L ROY O (if AppllcabN) Enbr Surviving Spouse's Infonnatlon Below Spouse's Last Name' Suffix Spouse's First Name MI BEI DEL MI L D RE D Spouse's Soaal Security Number THIS RETURN MUST BE FILED iN DUPLICATE WITH THE R~GISTE~ OF WILLS FILL IN APPROPItlA'~'E OVALS BELOW ® 1.Original Rehm ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death prior to 12-13-82) 4. LimBed Estelle ~ 4a. Future interest Compromise (date of ~ 5. Federal Estate Tax Retum Required death after 12-12-82) 6. Decedent D' Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Cop of X11) (Attach Copy of Trust) , 9. Litigation P s Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT I THE SECTION SST BE COft#PLETED. ALL CORRESP~IDENCE AND CONFIDENTIAL TAX SIFOR[I~ITION SHOULD BE DbtECTED T0: Name Daytime Telephone Number RI CHARD K. HOSKI NSON 71 7 263 8535 Firm Name (If Appl~bie) H OS K I 'N S O N & W E N G E R First line of address 1 47 E WASHI NGTON STREET Second line of address City or Post Offxe State C HA MB IE R S B UR G PA Correspondent's a-ma~ii dress: ZIP Code RE~i18TER OF VWILLS USE ONLY Q '~ C.., r -~ ~~, , .:...~ TE FILED ~._ 1 7 2 0 1 -~' c~ ~~ ~' crn ~ , -- nder p of Pte, dedeee that I have ex~nined >F~ ret~xn, inducting aooompanying xhedules and statements, and to the best of my Imowiedge and beNef, d is true, Domed and Deda~on of P other ~ the personal representative is based on a~ infomnafion of which prepar+~ has any knowledge. SIGNATU OF R RE S3LE F IUNG RETURN SATE THAN REPRESENTATNE SHIPPENSBURG PA 1725 147 EAST WA$HlNGTON STREET CHAMBERSBURG PA 17201 PLEASE USE ORIGINAL FORM ONLY Side 1 1545607121 1505607121 1 J 15056tl7221 REV"1500 EX Decedent's Social Security Number ROY O. BEIDEL 1 7 9 1 2 5 5 6 8 RECAPITULATION' 1. Real estate (Sd~heclule A) ................................... ..... 1 3 0 2 0 0 0 2. stocks and Bolds (schedule e) ............................. ..... 2. . 3. Closely Held Corporation, Partnership or Soie-Proprietorship (Schedu~ C) ..... 3. • 4. Mortgages 8- N'ptes Receivable (Schedule D) ................... ..... 4. • 4 O O . O O 5. Cash, Bank De'poai~ts 8 Miscellaneous Personal Property (Schedule E) .. ..... 5. 6. Jointy OMmed rty (Schedule F) ^ Separate Billing Requested .. ~ ..... 6• • isf~ & Miscellaneous N -Probate Property 7. intier Vroos Tra R t d Billi ~ 7 • .. eques e ng ] Separate (Schedule O) . ..... 3 4 2 O O O 8. Total Gross Assts (total Lines 1-7) ........................... 8. . 9 2 3 2 5 0 9. Funeral Expenales 8 Administrative Costs (Schedule H) ........... ..... s. . 1 O 8 3 O 6 gag ( ....... 10. Debts of nt, Mort a Liabilities, 8 Liens Schedule I) 10, ..... • 11. Total Dsducdo~s (total Liras 9 & 10) ...................... ..... 11. 1 0 3 1 5. 5 6 12. Net valor of Es~tabs (Line 8 minus Line 11) .................... ..... 12• - 6 8 9 5 , 5 6 Governmental 8equests/Sec 9113 Trusts for which 13. Charitable and O 0 O an elec~wn to t~uc has not been made (Schedule J) ............. ..... 13. • - 6 8 9 5 5 6 14. Nat Valor S to Tax (Line 12 minus Line 13) .................. 14. . TAX COMPUTATI -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal rate, or transfers under I ecSe .9116 O 16. Amount of Line',14 taxable 0 0 0 0. O O at lineal rate x ~.0 . 1 s. 17. Amount of Line~,14 taxable O O O 17 O• O O at sibling rate ~ .12 , 18. Amount of Line i 14 taxable O O O O O O at collateral rats X .15 . 18. . O . O O 19. Tax Due .................... ..................... .... ...19. 20. FILL IN THE O~/AL IF YOU ARE RE4UESTING A REFUND OF AN OVERPAYMENT ^ Side 2 150607221 1505607221 ~. REV-1500 EX Pspe 3 Decedent's Comp-~te Address: File Number 20 10 00073 DECEDENTS NAND ROY O. BEIDEL STREET ADDRESS 1512 TERRANCE AVENIUE CIN CARLISLE ~ STATE PA ZIP 17013 Tax Payments and credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty 4. 5. ~ tJne 2 is greater than Line 1 + Litre 3, enter the difference. This is the OVERPAYMENT. FM M opal oih Pale Z, Line 20 to req~t a refund. ff Une 1 + Une 3 is greater th~ Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the tots of Line 5 + 5A. This is the BALANCE DUE. (1) o. o0 Total Credits (A + B + C) (2) 0.00 Total InterestlPenalty (D + E) (3) 0.00 (4) 0.00 (5) 0.00 (5A) (5B) 0.00 Make Check Payable fo: REGISTER OF Ir~LLS, AGENT ~:.,. ~__ PLEASE ANSMt~ER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did deoedertt make a transfer and: Yes No a. retain the! use or income of the property transferred : ..................................................................... . ^ b. retain thej right to des~nate who sh~l use the property transferred or its income; .............................. . ^ c. retain a r$versionary interest; or ............................................................................................... . ^ ^ d. receive tfAe promise for life of either payments, benefits or care? ...................................................... . 2. ff death ocalimed after December 12,1982, did decedent transfer property within one year of death withcwt rex~ejving adequate consideration? ...................................................................................... . ^ 3. Did deoedenlt own an "in trust for" or payable upon death bank acxount or security at his or her death? ........ . ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a b~neficlary designation? ................................................................................................. . ^ iF THE ANSWER TO ANY OF! THE ABOVE QUESTIONS fS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. x'~`~ .. For dates of death on or after July 1 ~ 1994 and before January 1,1995, t~ tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [T2 P.S. §9116 (~) (1.1) (i)j. For dates of death on a 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 (O) percent [72 P.S. §9116 (a) (1.1) (ii)j. Tl~ statute does not e~cemat a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return arse still applicable given if the surviving spouse is the only beneficiary. For dates of death on or after July 1,'2000: Tt~ tax rate imposed on the net valule of transfers from a deceased child twenty-0ne years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent ~ the child is zero (O) percent p2 P.S. §9116(a)(1.2)j. The tax rate imposed on the net vatuie 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. §9116(1.2) [72 P.S. §9116{a)(1)j. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(aK1.3)j. A sib~ng is defined, under Section 9102, as an ir-dividual who his at least one parent in common with the decedent, whether by blood or adoption. REV-1503 •EX + (6-98) ~~'~~~li CONMAONWEALTH OF PENNSYLVANIA STOCKS & BO~~S INHERITANCE TAK RETURN RESIDENT DECEDt~NT ESTATE OF FE.E t~J1~ER ROY O. BEIDEL 20 10 00073 l1~ prop~tty Jointly-owned wills ~ht of suntfro~sh~ mint be dbcload on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 302 SHAR S OF C.V. COOPERATIVE STOCK @ $10.00/SHARE 3,020.00 TOTAL (Also enter on line 2, Recapitulation) ~ = 3,020.00 (If mote space is needed, pert additional sheets of the same size) REV-1508 EX + (8-98) ~~ COMMONWEALTH OF PENNSYLVANIA CASH, BAH~C DEPOSITS, 8c MISC. INHERITANCE TAX RN PERSONAL. PROPERTY RESENT t>E ESTATE OF FILE t~1~lER ROY O. BEIDEL 20 10 00073 Irx*~de the proceeds of lifiga~on and the dale the proceeds wane received by the estate. AN IohNMy-or~d w~h of survivorship nwret be Closed on St~rrdule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1994 FOR F150 TRUCK 400.00 7W0 WH~EL DRIVE 250,000.03 + MILES TOTAL (Also ever on line 5, Recapitulation) ~ : 4Q0.00 (if mone space is needed, insertard~onal sheets of fhe carne size) 1 REV-1511 EX + (10-08) S~tl~' H coi~oNw~-I.TH of PENr~sYtvANw FUNERAL EXFN~ES 8~ INHERRANCE TAX RE1ruRN ADMIH~ETRATIVE COSTS RESlDEN'f DEC wT ESTATE Of F~.E NUiIR ROY O. BEIDEL 20 10 00073 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL ES: 1. FOGELS GER-BRICKER FUNERAL HOME INC. 8,982.00 B. 1 ADMINISTRATIVE COSTS: Persons Rbpreaentaative's Commissions Name of Personal Representatwe (s) street Address City Yea(s) Commission Paid: State Zip 2. Attorney Feed HOSKINSON & WENGER 3, Fancy Exemptbn: (if deoedeni's address is not the same as da~nar>Ys, attach explanation) l:lairnant 4. Strr~et Address C~, State Zip Rel~tiot-sh~ ~ Claimamt to Decedent Probate Fees CUMBERLAND COUNTY-REGISTER OF WILLS 5. Accountant's Fees 6. Tax Return Pl~epar~s Fees 7. NOT CLAIMED 150.00 100.50 Tf3TAL (Also enter on line 9, Recapitul~ion) ~ s 9 (If more space is needed, insert add~iorral sheets ~ the same size) REV-1512 EX + (12-03) ~~~ , CoIuMIAONVUEALTH oi= PEN~I3YLVANIA DEBTS 01i DECADENT, INHERITANCE TAX R~TtJRN MORTGAGE LIABttITIES, ~ LIENS RESENT ~ ESTATE OF F'tLE NUMBER ROY O. BE{DEL 20 10 00073 Report debt ~rtrd ~' ilhe decedent p~lor to d1e>ettl~ v~ich rem~ned ur~d as of the dabs of deelth, inciudMg unreimlwrsed medical eapenses. ITEM VALUE AT DAtE NUMBER DESCRIPTION OF DEATH 1. PENNSYL'~IANIA DEPARTMENT OF PUBLIC WELFARE-MEDICAL ASSISTANCE 1,083.06 TOTAL (Also enter on line 10, Recapitul~ion) : 1.03.06 (If more space is needed, insert additional sheets ~ the same size) REV-1513 EX + (9-00) SCHEDULE J CONNAONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETIURN RESENT DECEDENIT ESTATE t~F FEE ROY O. B EIDEL Lu -lu uuurs RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AN ADDRESS OF PERSON(S) RECEIVING PROPERTY Da Nat List Trustee(s) OF ESTATE I, TAXABLE DISTRI UTIONS [irsciude t spousal disbilwtions, and transfers under Sec. 9116 (a (1. )2 ] 1, MII,DRED L BEIDEL Spousal INSOLVENT 1512 TERRACE AVENUE CARLISLE, PA 17013 ENTER DOLLAR S FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1$, AS APPROPRWTE, ON REV-1500 COVER SHEET II. NON-TAXABLE D~ ~J"i'iONS: A. SPOUSAL DiSTfbBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. "NONE" 0.00 B. CHARITABLE ANp GOVERNMENTAL DISTRIBUTIONS 1. "NONE" 0.00 TOTAL OF PANT I~ -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S 0.00 (If more space is neesied, insert addiitieonai sheets of the same size) t LAST WILL AND TESTAMENT I, RO'l~ O. BEIDEL, of Borough of Carlisle, Cumberland County, Pennsylvania, being of ound mind and memory declare this to be my Last Will and Testament and revoke any will or odic~il previously made by me. TTEIVI I: I direct that ail my just debts and funeral expenses, including any gravemarker nd aI11 expenses of my last illness, shall be paid from nay residuary estate as soon as practicable fter my decease as a part of the administration of my estate. ITEM II: I give devise and bequeath all of my jewelry, clothing, personal affects, ehidles, and household goods and furnishing to my wife, MII,DRED I. BEIDEL, provided she hall survive me by thirty (30) days. I'TF,M III: I give, devise and bequeath all of my rest, residue and remainder of my estate of every nature and wheresoever situate one-half (1/2j to my wife, MII.~DRED I. BEIDEL, her heirs and assigns; and one-half in equal shares to my children, GALEN BEIDEL, WAYNE BEII~EL, JOYCE R~'Y'IIItS, JAY BEIDEL and BRADLEY BEIDEL. Should any of my children predecease me or fail to survive me then I direct that these shares be distributed on a per s1s basis. ITEM IV: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. ITEM V: I appoint MII.DRED I. BEIDEL executor of this my Last Will and Testament. SlLOU1d he fail to qualify or cease to act as executor, I appoint GALEN BEIDEL executor of this myr Last Will and Testament. ITEM VI: I direct that my executors or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS ~VI~EIt.EOF, ~ hereunto set my hand anc~ seal to this my Last Will and Testament, written on ~ s#~eets of paper, dated this day of __ ~~ 1996 Dr (SEAL) RO O. BEIDEL The preending instrument, consisting of this and ~ other typewritten page(s), each identified by the signature of the testator, ItOY O. BEID~I,, was on the day and date thereof signed, published and declared by ROY O. BEIDEL, the testator herein named, as and for his Lash ~dl„ in the presence of us, who, at his request, in his presence; and in the presence of each other, have subscribed our names as witnesses hereto. `~~ residing at 1~~~.~~ • residing at J' ,. C~MMOrfV~EALTH OF PENNSYLVANIA SS C~JJUNTY OF CIJME3ERLAND We, ROY O.BEIDEL, the testator in, and the undersigned witnesses to, the will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) theft I, the testator do hereby acknowledge that I signed the instrument. as my will, that I signed it ~y and as my free and voluntary act for the purposes therein expressed; and (b) .that we, the witnesses, were present and saw the testator sign and execute the instrument as his will, that he sign it willingly and executed it as his free and voh~ntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as a witness and that to the best of our knowledge the testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ~, ~ ROY . BEIDEL G ~-~-`,. Witne fitness ,~ Sjubscribed to and subscribed or affr~ned and acknowledged before me ~t~y ~.OY O. BEIDEL, the tf~:or and the witnesses whose t nain~s are s ed above this . ~ da~bf ~ 1996. Notalry P(~lic Notarial seal Sallyy J. Winder, Notary Public Shippensburg llnrp,, Cumberland County My Commission Expires Feb. 13, 1999 ~