HomeMy WebLinkAbout06-06-11 (2) 505610105
REV-1500 ex lo2_i,, BFI,
PA Department of Revenue enns lVanta OFFICIAL USE ONLY
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Bureau of Individual Taxes
PO BOX z8o6o1 _,, f
„ „ L _ County Code Year Fle Number
INHERITANCE TAX RETURN '
ii i } ~ ,
~
~
'
Harrisburg, PA i~iz8-o6ot a
RESIDENT DECEDENT u"
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ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
403-50-7872 11 / 18/2010 09/01 /1930
Decedents Last Name Suffix Decedent's First Name Ull
Beard 'Erika M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Beard Irvin E
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
('!~ 1. Original Return O 2. Supplemental Return 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)
~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 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 Tax under Sec. 9113(4)
Between 12-31-91 and 1-1-95) (Attach Schedule O}
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
Irvin E Beard (717) 243-7073
REGISTER OF WILLS USE ONLY
RI ~.CX )Rlll?ll O1~1~1C1? OI~
First Line of Address RI?(~IS'1'ltl~at OI' Wll.J,ti
2011 June 6
14 Gobin Drive
(a.l?RliO1~
Second Line of Address URl'I I,1NS COl'R'1'
CU'tfHl~,RI„AND (;(>l'R"1', 1'.A
City or Post Office State ZIP Code L ~"'TE FILED J
Carlisle PA 17013
Correspondent's a-mail address: genebeard13@yahOO.COm
Under penalties of perjury. I declare that I have examined this return, including accompanying schedules and state ments, and to the best of rr~y knowledge and belief,
it .s true.. correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPO LE FOR F,~NG TU DATE
ADDRESS
14 Gobin Drive, Carl 013
SIGNATURE OF P EPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
13 Gobin Drive, Carlisle, PA 17013
PLEASE USE ORIGINAL FORM ONLY
150561,0105
Side 1
15056107,05 J
J 1505610205
REV-1500 EX (FI}
Decedent's Social Security Number
~ecedenPs Name: Erika M Beard 403-50-7872
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 and Notes Receivable (Schedule D) ......................... .. 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 1,000.00
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 67,345.64
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
7
81
3
154
(Schedule G) O Separate Billing Requested..... ...
. ,
.
8.
( 9 ) ..........................
Total Gross Assets total Lines 1 throu h 7
...
8. 71,500.45
9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 6,351.64
10. Debts of Decedent. Mortgage Liabilities and Liens (Schedule I} ............ ... 10.
11. Total Deductions (total Lines 9 and 10) .............................. ... 11. 6,351.64
12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 65,148.81
13. Charitable and Governmental BequestslSec 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. 65,148.81
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0 0 4,154.81
15. 0.00
16. Amount of Line 14 taxable
at lineal rate X .0 45
67,345.64
16. 3,030.55
17. Amount of Line 14 taxable
0
00
at sibling rate X .12 .
. 17,
18. Amount of Line 14 taxable
0
00
at collateral rate X .15 ' 18
19.
..........
TAX DUE .................
............................ 19. 3,030.55
..
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Side 2
1505610205 1505610205 J
REV-1500 EX (FI) Page 3
Decedent's Complete Address:
Erika M Beard
STREET ADDRESS
14 Gobin Drive
CITY
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments
B. Discount
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval 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.
3,030.55
(3)
(4)
(5j
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 ......................................................................................... [_
b. retain the right to designate who shall use the property transferred or its income ...........................................
c. retain a reversionary interest ............................................................................................................................ C
d. receive the promise for life of either payments, benefits or care? ..................................................................... L
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death ~_
without receiving adequate consideration? ............................................................................................................. l-
3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ............. C
4. Did decedent own an individual retirement account, annuity or other non-probate property, 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent [72 P.S. §9116 (a) (1.1} (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[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 21 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 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 decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(aj(1 j].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(aj(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.
File Number
STATE
ZIP
PA 17013
{1 j 3,030.55
Total Credits (A + B) (2)
REV-i5o8 EX+ (u-io)
°~ pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Erika M Beard
Include the proceeds of litigation and the date the proceeds were received by the estate,
eu .,rnnurtv;n~otly owned with right of survivorship must be disclosed on Schedule F.
If more space is neeoeo, Use aQalUOnal sneers ui NoNr~ ~~ ~~~_ ~a~~'~ _~«~
REV->5o9 EX+ (0>-10)
-~ pennsytvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
SCNEDI~LE F
JOINTLY-OWNED PROPERTY
ESTATE OF:
Erika M Beard
FILE NUMBER:
If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A• Barbara Barry
B.
C
v w...u~n onnocorv.
716 Olson Drive
Carlisle, PA 17013
Daughter
+v •• .
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]OINTLY HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DECEDENT'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1. A• 06130108 USAA Long Term Bond Fund #43-43900936408 134,691.28 50% 67,345.64
TOTAL (Also enter on Line 6TpTAL (Also enter on Line 6, Recapitulation)~$
If more space is needed, use additional sheets of paper of the same size.
67,345.64
,0£' ~'§j
pennsylvania SCHEDULE G
DERARTMENT ~F REVENUE INTER-VIVOS TRANSFERS AND
INFIERITArdcE TAx RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Erika M Beard ___
This schedule must be completed and filed if the answer to any cf questions 1 through 4 on page three of the REV-1500 s yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEiR RE'~.,ATIQNSH[P TG DECEDENT AND
THE DATE of TRANSFER. ATTACH A CO?Y OE THE DEED FoR READ ESTATE. DATE OF DEATH
VALUE OF ASSET 070 OF DECD`S
INTEREST EXCLJSION
.;F AP?! IrA6~E; TAXABLE
VALUE
>. Individual Retirement Account 3,154.81 100 3.154.81
Irvin E Beard, Spouse, Beneficiary
i
TOTAL (Also enter on Line 7, Recapitulation; $ 3,154.81
If more space is needed; use additional sheets of paper of the same size.
'C ..
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
FILE NUMBER
ESTATE OF
Erika M Beard
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AP40UNT
NUMBER
A. FUNERAL EXPENSES:
1• Hoffman Roth Funeral Home 2,015.17
Rowe's Print Shop ~ 21.47
g, ADMINISTRATIVE COSTS:
1 Personal Representative Commissions:
Name(s) of Persona! Representatives} __ _ __
Stree' Address _ _- --
City - State ZIP
Year(s) Commission Paid:
t. Attorney Fees:
3. Family Exemption: (If decedent's address is not tF:e same as claimant's, attach explanation.)
Claimant Irvin E. Beard
Street Address 14 GO_bin Drive
city Carlisle _ _ state PA zIP 17013
Relationship of Claimant to Decedent SpoUSe
4. Probate fees:
5. Accountant Fees:
6. Tax Return Preparer Fees:
7.
TOTAL (Also enter on Line 9, Recapitulation) I $
If more space is needed; use additional sheets of paper of the same size.
535.00
3.500.00
13o.oa
150.00
6,351.64
LAST ~gILL AND TESTAMENT
OF
ERIKA M. BEARD
I, Erika M. Beard, of Carlisle Borough, 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
'.I
I'I and Codicils heretofore made by me.
'I
FIRST
I direct the payment of my just debts and expenses of my
last illness and funeral from my estate as soon after my death
as conveniently may be done.
~'' Further, I direct that my body be cremated and that my
remains be dis osed of as my personal representative shall deem
P
appropriate.
SECOND
~j I give, devise and bequeath all the rest, residue and
~~I remainder of my estate to my beloved husband, Irvin Eugene
SAII~IS, Beard, absolutely and in fee simple if he survives me by thirty
[.AWER Sz
LINDSAY ( 3 0 ) days .
nrto~,ys•,vuw
!6 VGcst High Street
Carlisle. ne THIRD
I
~~I' In the event that my husband, Irvin Eugene Beard, fails to
~! l
~~ survive me by thirty (30) days, then I give, devise and bequeath
~~ ,--
1
~; 1
i
all the rest, residue and remainder of my estate unto my
daughter, Barbara S. Barry, per stirpes.
FOURTH
,1
I direct that any and all inheritance, estate, and transfer
II
taxes imposed upon my estate passing under this Wi11 or
otherwise shall be paid out of the principal of my residuary
estate.
FIFTH
In addition to the powers conferred by law, I authorize any
personal representative, trustee or guardian acting under this
~~ I
instrument, in their absolute discretion:
i
A. To retain in the form received, or to sell either at
'' public or private sale any real or personal property;
!j i
B. To exercise any options to subscribe for stocl~,
i
bonds, or other investments;
~,!; C. To join in any plan of lease, mortgage,
ii
consolidation, exchange, reorganization or foreclosure of
any corporation in which my estate or any trust may hold
~I stocks, bonds or other securities;
~„
~i
SAII~IS, D. To sell, transfer, convey, mortgage, pledge, lease
AWER Sz ''.
LIlVDSAY i, or exchange any property, real or personal, which at any
s.,tru~v
G West High Street Ii
c~tii5~e,rn time may form part of my estate, for the payment of debts
~'~'~ or taxes, or for any purpose of administration or
distribution, for such prices and upon such terms as my
~..~.J
_.
2
personal representative, in their sole discretion, may deem
1
wise, and to execute and deliver deeds of conveyance or
transfer thereof;
E. To make settlements and compromises on such terms as
my personal representative in their sole discretion may
deem wise without the necessity of obtaining any court
approval thereof;
F. To make distribution hereunder either in cash or
kind, as my personal representative in their discretion may
deem wise.
SIXTH
I do hereby nominate, constitute and appoint my husband,
Irvin Eugene Beard, to act as Executor of this my Last Will and
Testament. Provided, however, that if Irvin Eugene Beard is I
i
unwilling or unable to act as Executor, I direct the duties of
,~
~~
Executrix to be performed by Barbara S. Barry.
SEVENTH
__..
I direct that no personal representative, guardian, trustee
~Ij or other fiduciary appointed under this instrument shall be
SAIDIS, required to give bond for the faithful performance of their
AWER S~
S~ ii duties in any jurisdiction.
i West High Streer '~,
Carlisle, PA
yr'
i ~~
i 3 1
IN WITNESS WHEREOF, I, Erika M. Beard, have hereunto set my
hand and seal to this my Last Will and Testament, consisting of
',
four typewritten pages, the first three of which bear my
initials in the margin for identification, this 15th day of
December 2008. '
- ~`~`;
+~_i „` 3
'+,- 7
Erika M. Beard
Signed, sealed, published and declared by the above-named
~! Erika M. Beard, Testatrix, as and for her Last Will and
Testament in the presence of us, who have hereunto subscribed
our names at her request as witnesses thereto, in the presence
of said Testatrix ;and of each other.
F'
~~'~ ~L f ~%G-~J~ ~-' ADDRESS 2
6 West High Street
Carlisle, PA 17013
"~
AliDRESS 26 West High Street
Carlisle, PA 17013
TOWER Sz
LINDSAY
.~nomvEtsnruw
i West High Street
Carlisle, PA
4
1
COMMONWEALTH OF PENNSYLVANIA I
COUNTY OF CUMBERLAND
We, Erika M. Beard, Tanya L. ware and j
Phyllis McCoy the Testatrix and witnesses, respectively j
whose names are signed to the foregoing or attached instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument
as her Last Will and Testament and that she signed willingly and
that executed as her free and voluntary act for the purposes j
therein expressed, and that each of the witnesses, in the '
' presence and hearing of the Testatrix signed the Will as
II witnesses and that to the best of their knowledge the Testatrix
was at the time eighteen (18) or more years of age, of sound
mind and under no constraint or undue influence.
~.
~,~lJ
Eri;
~ranya ~,./ ware ,Witness
.. `/ ~
f - -
Phylls McCoy , Wi~t`Tless
Subscribed, sworn to and acknowledged before me by Erika M.
Beard, the Testatrix, and subscribed to and sworn or affirmed to
~~;' before me by Tanya L. ware and Phyllis Mccoy ,
witnesses, this 15th day of December 2008.
SAIDIS,
AWER Sz ' j
LINDSAY ji _- ',
i West High Srreer Notary Publ 1C J
Carlisle, PA
~! BARBARA___~ Notary Public
Carlisle Borg Cumberland County, PA
M Commission Ex Tres June 7, 20l t
I
5
--,.
~ ~~
E Y ~ ~
J .I .~
.Made the /~ day of ~Ol~t-7yJ,6.t7~ in the year
Nineteen hundred and s izty-eight ,
~sttaetn EARL W, THORNTON and MAE E, THORNTON, his wife, of Carlisl
Cumberland County, Pennsylvania,
Grantor
and
- TuvIN? E, BEARD and ERIKA K, BEARD, his wife, of
Grantee
~itste>R>«etl~, that in consideration of TWENTY SIX THOUSAND ~'f,); HUNDRED
AND FIFTY ( $26 , 8 0.00 ~ Dollars,
in hand paid, the receipt whereof is hereby acknowledged, the said Grantor s do
hereby grant and convey to the said Grantee s their heirs and assigns,
ALL that certain tract of land situate in the Borough of Carlisle,
• Cumberland County, Pennsylvania, bounded and described as follows:
BEGINNING at a point on the Western line of Gobin Street, said •
point being located and referenced from the Northwest corner of
the intersection of Hamilton Street and Gobin Street, the fol-
lowing three courses and distances: North 37 degrees 21 minutes
15 seconds West 28,37 feet; thence along a curve to the right
having a radius of 246.95 Peet, 79 feet to a point of tangency;
and thence North 19 degrees 1 minute 30 seconds West, 273,87 feet;
thence from said beginning point, by land now or formerly of
Reisinger Brothers, Inc., South 70 degrees 58 minutes 30 seconds
West 180.4t feet to a point in line of land now or formerly of
Stanwis Manor; thence along said land, North 19 degrees 1 minute
3G seconds Wesi 70.42 feet io a concrete monument; thence along
land of Carlisle School District and-land now or formerly of
ReisingerBrothers, Inc., North 70 degrees 58 minutes 30 seconds
East 180.41 feet to a point on the Western line of Gobin Street;
thence along the Western line of Gobin Street, South 19 degrees
1 minute 30 seomds East 70.42 feet to the place of beginning.
BEING the~same premises which Richard D, Wimer and Darlene Wimer,
his wife, granted and conveyed unto Earl W,Thornton and Mae E.
Thornton, his wife, by deed dated April 29, 1965, and recorded
in Deed .Book 21 0 815,
/ ,_
' , _ _ Borough of d~~et~~.. .... ~ ... ., (,
school Dist. Cumb, Co., Pa. Cumb. Co., Pe.
J.X. Real Estafs Traasfar Tax ~ ^+ai 5s/tats Transfe[rrT~a^ +~
I J ~ ,f~. ~i1~h,7~" f l~~rv1 ~f./L.i'/el~
Cumb. Co. Di:f. Col. Aqi. ~ Cumb. Co. Disf. Col. Aar L f
~; ,.I.
~ _ _
i ~ i i i I ~~ ~ ~ i ~
.,~. ~ -
i - ,•~ ..
f,OGn Z ',~2PAGE 649
,.lttnr Lhe said C3rantor a Will Warrant generallythe property hereby conveyed.;
~n ~11nt+i~ ~htrtaf, the said C3ra~ttors ha ve hereunto set thA.h"r hand
and seal the day and year first above written.
r
Signed, Sealed and Delivered ~.,,_~-
in the presence of Earl W, orn on -"
Mae E. Thorn on
I ~,vmmatdms:tlkh aF ~ritns~lxrasasia ) -
' S ~~.
6~ou:tk~ of Cumberland '
On this, the ~ i(/01~
day of 19~ before me
,,,,,,,,. the undersigned o,~tcer, personally appeared
~ii'to'~~ " Earl Fj. Thornton and Mae E. Thornton,his wiYe
;- ~ ~~c{r,$ptisfactorily proven) to a the person whose name are subscribed to the within
. ix .:nstrpmentr!a~cknowledged that t he Y executed the same for the purpose therein contained.
~ ~* ,~ ~`~-5 WHEREOF, 1 have hereto set my hand and of P i e i s 1 seal.
~~~ .,
S,'~ , ~`~~ (` ~.~ r _ SYLVIA H, RAMBO, Notary Public
:,'• ~~; Y'vs;~*,r :. •' * • Carlisle Borough, Cumberland County
' "~ ;~''^.~=•~~' My Commission Expires Sept, 18~ 197 ~
,~ `~trtb~l ~srtif~ that the precis address of the ~rantee~ herein is "
' _ Rttorn ~ for
n _ - ,-- - - -- -- - - -- ~ . - _ _ __ _
• i ,
:..'b Q) ~
O .. +~ ~ ; ~~ w n ~ O
A it ~ i. .~c: .~ c. '~A
W c I-~ W .. Cll
4yyr!!vmmnsc~ut ~ nrF. ~rnismtpllxraxsia
' ~s t~tDr in the Of~"i.ce for Reeordine of Deeds in and for
in Deed Book ~ No.~~`'~
page .~CjL9 Etc.
~x tip my hand and seal of Ofjiee this ~~~'
day o .~4nno Domini 19_l~
e^c~ 22P1,GE 650
n i ~ _ _ .
~,yable To: CARLISLE BOA WEST SOUTHNSTREET
PO BOX 100,
CARLISLE, PA 17013
Phone: (717)249.4422
MAP NO: 06-19-1641-128
per; 14 GOBIN DRIVE
Acres .310 Deed: 00222-0064®
LOT 7-C
Residsrltitl Building
~rrMrrr~~~
$1.00 FEE FOR ADDITIONAL RECEIPTS
Tax Payer:
BEARD, IRVINE 8 WIFE
14 GOBIN DR
CARLISLE, PA 17013-1510
~ ~ s ~ - ~ ~ - - BIII No: 3~
Office Hours: MONDAY -FRIDAY 7:30AM - 4:30PM BIII Date: 311/10
CLOSED HOLIDAYS 8111-1/15111 Control No: 06000287
PHONE (717)249-4422 15/10
Assessed Value: land: 29,790 87,480 ~ om~:
Improvemsr~t: ~ ~~ ," •,
Face Penalty
DlscouM 32
5305 5335.86
COUNTY R/E 2.39900 $298.21
46
522 .
$22.91 525.20
COUNTY LIB .
.18000
26
5445 ~4•~ 5498.79
MUNIC. R/E .
3'57000
5766.92
5782.56 x•84
TAX AMOUNT DUE 0 511110 thru 6/30/10 7N /10 or Later
If Date Of Payment Is On 3/1/10 thru 4/30/1
TAXPAYER'S COPY KEEP THIS PORTION FOR YOUR RECORDS
B paying In full use ONLY the 1ST e°Won bow to submR ~~~~
If paying in Installments use the couPe~ beloMr to submit pBynNf1[e~
T~YEAA 2010 DATE 7/01/2010 ex.u 334T TAxYEAR 2010 Dw7E 7/01/2010 ellu 334r TAX YEAR 2010 DATE 7/01/2010 eau 334
PAYABLE TO
PwrASLE m
CARLISLE BOROUGH TAX ACCOUNT
PO BOX 100, 53 WEST SOUTH STREET
CARLISLE PA 17013
7
~~
(~9-1641-128
ALE AREA S.D.
PAYABLE TO
CA ISLE BOROUGH TAX ACCOUNT
PO BOX 100.53 WEST SOUTH STREET
CARLISLE PA 17013
7
~-1641-128
E AREA S.D.
CARLISLE BOROUGH TAX ACCOUNT
PO BOX 100, 53 WEST SOUTH STREET
CARLISLE PA 17013
7
t1APi
E AREA S.D.
Tg~~VIN E & WIFE
TAX PAYFA
1/IN E & WIFE
PLEA8E RETURN couPON 2ND ~ Ec ~Y~
1 ST ~ ~~ OR FuL1. PAYMENT 5 8 5.84 ON OR BEFORE 9 / 3 0 / 2 010
$585.84 ON OR BEFORE 8/31/2010 $644.42 AFTER 9/30/2010
IN6TALLIaigAB ~r aTART AFr'E!t 8 / 31 / 2 010 $
OR
FULL PAYM@R 1!tl PAY BY
1 722,38 31 2010
F~-LTY l0 31 2010
1,933.28 12 31 2010
y
TAX PAYER
$~TRVIN E 8~ WIFE
PLEASE RETURN COUPON
3RD wITF+ TMRD PAYMENT
$585.85 ON ppgEPpRE10/31/2010
$644.43 AFTER 10/31/2010
1.
~~ FL~NER4L HOME ~ CREMATORY. ±~3C
~~
;:
219 North Hanover Street
Carlisle, Pennsylvania 17013
717.243.451 i
toil free 1.866.451.451 1
fax 717.243.3723
~~.r:~ffrr,w~nr,,.~xn
infoCg~hof4na~-rotf~.com
May 19, 2011
Mr. Irvin Beard
14 Gobin Drive
Carlisle, PA 17013
Statement of Funeral Expenses for: Erika M. Beard
Date of Death: November 18, 2010 Account Id: 16088-264
PACKAGE:
Immediate Cremation
OPTION 5 -Cremation $ 1,890.00
Sub Total: S 1,890.00
TOTAL FUNERAL HOME CHARGES: S 1,890.00
CASH ADVANCES:
10 Certified Death Certificates at $ 6.00 each $ 60.00
Newspaper Notice -Sentinel $ 40.17
Coroner's Fee $ 25.00
Sub Total: S 125.17
Total Funeral Expense: t 2,015.17
Total Payments Made: S 2,015.17
Payments Made:
Irvine Beard Check 1838 Nov 26, 2010 1,915.00
Irvine Beard Check 1842 Dec 1, 2010 100.17
Balance: ;6 o_oa
Please return this portion with your Remittance.
S Amount Enclosed
Erika M. Beard
Service ID#: 16088-264
G`~ "' i_
S E R V I N G OUR COMMUNITY S I N C E 1 9 0 7
11/23/2010
Net 30
BILL TO
Barbara Barry
856-5989
n~DD
INVacE
15254
DUE DATE
12/23/2010
Quantity Service on Price Amount
20
25 sneer:
Envelopes • Memory sheets
4 1 /4 x 5 1 /2, 100i1t Gloss Text
Full Color
• 5 1/2 bar White Env. (blank) o.90
0.09 1 a.00T
2.25T
SUBTOTAL $20.25
TAX (6%) $1.22
lease check: ^ VISA ^ Master(ard 0 Discover O American Express TOTAL $21.47
ord#:___._ .____ ____ __-- PAYMENT $21.47
'.. Signature
.:• '_ , BALANCE DUE $0.00
~' ~;' Exp. Date PLEASE rzETU2N (1~ COPY WI?f-I PAYMENT. TH,4NK You!
A.G2E~1/,~2'I~E COJYG'E~'S
13 Gobin Drive
Carlisle, PA 17013
INVOICE
BILL TO
Gene Beard
14 Gobin Drive
Carlisle, PA 17013
P.O. NO. INVOICE #
3767
DATE TERMS DUE DATE
5/23/2011 5/23/2011
QTY DESCRIPTION RATE AMOUNT
Pennsylvania Inheritance Tax Retum
Non-Taxable Services 150.00
0.00 150.OOT
0.00
Total $150.00
Phone # Fax #
(717) 249-5471 (7171249-0828
E-Mail
dux(i~pa. net
Law Offices of
Saidis, Sullivan & Rogers
A PROFESSIONAL CORPORATION
26 WEST HIGH STREET
LEMOYNE OFFICE CARLISLE, PENNSYLVANIA 17013
635 NORTH 12'~H STREET TELEPHONE: (717) 243-6222 -FACSIMILE: (717) 243-6486
SUITE 400 EMAIL: attorney@ssr-attorneys.com
LEMOYNE, PA 17043 www.ssr-attorneys.com
TELEPHONE: (717) 612-5800
FACSIMILE: (717) 612-5805
March 2, 2011
Irvin Beard Our file# 91191
14 Gobin Drive Invoice# 1918
Carlisle, PA 17013
REPLY TO a RLI F
112045
EIN: 27-2700453
RE: Transfer of Real Estate
Payments received since last invoice $0.00
Accounts receivable balance carried forward $0.00
PROFESSIONAL SERVICES
01/10/2011 Office visit with client, file memo and Deed preparation for 14 Gobin Drive, Carlisle,
PA.
01/17/2011 Office visit.
01/17/2011 Prepare Waiver of Spousal Interest.
01/28/2011 Meeting with client to execute deed and spousal waiver re: Irvin Beard.
TOTAL FEES $535.00
TIMEKEEPER FEE RECAP
La er Hours Amount
Kelso, Jason E. 0.20 $35.00
Saidis, Robert C. 2.00 $500.00
i204~
Billin Summ
Transfer of Real Estate
Total professional services
Total of new charges for this invoice
Total balance now due
* * Trust account remaining balance is
Invoice# 1918 Page 2
$535.00
$535.00
$535.00
$0.00
PRIVACY POLICY: During this fu-ms representation of you, we may receive nonpublic, personal information from you or
from sources about you. It is our policy and practice that our attorneys and staff do not at any time reveal information relating
to our representation of you unless you consent after consultation, except for disclosures that are impliedly authorized to carry
out the representation, and except for disclosures required or authorized by the Pennsylvania Rules of Professional Conduct.
Interest at 1 1/2% per month on unpaid balance after 30 days.
ROBERT P. ZIEGLER
RECORDER OF DEEDS
CUMBERLAND COUNTY
1 COURTHOUSE SQUARE
CARLISLE, PA 17013
717-240-6370
Instrument Number - 201103941
Recorded On 2/1/2011 At 3:47:50 PM
* Instrument Type -DEED
Invoice Number - 81474 User ID - KW
* Grantor -BEARD, IRVL'~i E
* Grantee - LANDIS, KATHERINE D
* Customer - SAIDIS
* FEES
STATE WRIT TAX $0.50
STATE JCS/ACCESS TO $23.50
JUSTICE
RECORDING FEES - $11.50
RECORDER OF DEEDS
PARCEL CERTIFICATION $10.00
FEES
AFFORDABLE HOUSING $11.50
COUNTY ARCHIVES FEE $2.00
ROD ARCHIVES FEE $3.00
CARLISLE AREA SCHOOL $0.00
DISTRICT
CARLISLE BOROUGH $0.00
TOTAL PAID $62.00
* Total Pages - 3
Certification Page
DO NOT DETACH
This page is now part
of this legal document.
I Certify this to be recorded
in Cumberland County PA
of ~
RECORDER O D DS
n~o
* -Information denoted by an asterisk may change during
the verification process and may not be reflected on this page.
ui~iuiu~~iua
CITIZENS BANK OF PENNSYi.VANIA
ROP23~1
1 CITIZENS DRIVE
RIVERSIDE RI 02915
COMBINED TAX STATEMENT
FOR YEAR 2010
THIS STATEMENT REPORTS 1098-E (OMB No. 1545-1576), 1099-INT
(OMB No. 1545-0112), 1098 (OMB No. 1545-0901), 1099-A (OMB No.
1545-0877), 1099-C (OMB No. 1545-1424), 1099-DIV (OMB No. 1545-0110)
1099-MISC (OMB No. 1545-0115), 1099-0 (OMB No. 1545.1760).
DEPARTMENT OF THE TREASURY-INTERNAL REVENUE SERVICE
0313901
ERIKA M BEARD
14 GOBIN DR
CARLISLE PA 17013-1510
ACCOitlfT NUlIBER ACCIIUNT
tSEf INSTR1CTI0i15}
* *
FEDERAL IDENTIFICATION NUMBER
23-3097422
Form 1098: (1)"The information in boxes 1.2, 3, and 4 is important tax CUSTOMER SERVICE NUMBER
information and is being fumished to the Internal Revenue Service. If you
are required to file a return, a negligence penalty or other sanction may
be imposed on you if the IRS determines that an underpayment of tax ], - $88 - 428 - 7 7 D D
results because you overstated a deduction for this mortgage interest or
for these points or because you tlitl not report this refund of interest on
your return." (2)"Caution. The amount shown may not be fully deductible
by you. Limits based on the loan amount and the cost and value of the TAXPAYERS IDENTIFICATION NUMBER
secured property may appty. Also, you may only deduct interest [o the
extent it was incurred by you, actually paid by you, and not reimbursed
by another person." Form 1098-E: "This is important tax information
and is being furnished to the Internal Revenue Service. If you are required X X X - X X - 787 2
to file a return, a negligence penaty or other sanction may be imposed
on you if the IRS determines that an underpayment of tax results because
you overstated a deduction for student loan interest "Forms 1099-A 8 C: "This is important tax information and is being furnished to the Internal
Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if taxable income results from this
transaction and Me IRS determines that @ has not been reported." Forms 1099-DIV, 1417, MISC, & D: "This is importard tax information and Is being
fumished to the IMemal Revenue Service. If you are required to file a rotum, a negligence Denalty or other sanction may be imposed an you if this
Income is taxable and the IpS determines that it has not bean roported."
T1~PE - I~kS 5~~#~ IRS A#QU1tT
BOX
2010 FORM 1099-INT. INTEREST INCOME
622574-795-1 CHECKING
622434-317-2 CHECKING
610087-554-7 CHECKING
6.55-- 9~ 5 _ -.._ - - I C
~L~L-i4L4L6 -ERIII-ICAT~
c~ '~ .~ ti ,_ «,
INTEREST INCOME 1 86.4
INTEREST INCOME 1 10.0!
INTEREST INCOME 1 6.7'
INTEREST INCOME 1 188.51
INTEREST INCOME 3 390.7'
EEDE~IL Il1~t~4f - TEA°L -El:_S. TQ - L' EARN
SAX I~ I TitRE 111 4 5A~i ~~.~5 BQt~OS 3 - ,1tfl ~AI:F t~EJ~A~T Y 2
INTEREST'
I~1Ct)ME i
~~ n nn FR~.4
9800 Fredericlcsbu~g Road
San Antonio, Texas 7$Z88
USAA®
IRVIN E BEARD
ESTATE OF ERI KA M BEARD
14 GOBIN DR
CARLISLE PA 17013-1510
Dear Mr. Beard:
May l S, 2011
USAA is committed to providing excellent service to its members. As you requested, I am
providing the following information for the account of the late Erika M Beard.
Account Registration: ERIKA M BEARD
BARBARA S BARRY
JTWROS
USAA #: 65 06 53
Fund name: Tax Exempt Lang-Term Fund
Account # ending in: 6408
The account value on November 18, ZO10 was:
Share Accrued Account
Shares Price Dividends Value
10,698.170 $I2.56 $322.2b 5134,691.28
If you have questions, please call a USAA member service representative at
1-500-531-USAA (8722).
Thank you,
USAA Shareholder Account Services
65 O6 53.49216.33053•DM02350.9A5_SAS45 58726.010$