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Home My WebLink About06-17-11 (2)1505610105 '-', REV-1500 ~` `02-11' `~, OFFICIAL USE ONLY PA Department of Revenue Pennsylvania o ~„.„E„ „.„~„~„„E County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX z8o6oi RESIDENT DECEDENT ~ ~ ~ ~~ Harrisburg PA 1~1z8-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 183-05-7402 04/07/2011 07/18/1918 Decedent's Last Name Suffix Decedent's First Name MI Beck Mrs Beatrice N (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW QID 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) O 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(A) 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 Gary R. Morgan First Line of Address 61 Millers Gap Rd Second Line of Address City or Post Office State ZIP Code Enola PA 17025 (717) 766-8289 r.~ REGISTE ELLS US8'ONLY ..C~...vvv,7J ~ - C <, ~ _ fz j '~ C1 ~ ~ ~ °~ t ~p - I TE FILED J~A r.,. ~- tx' ;tea L t-? r n -n t-~r-~i ''~i', Correspondent's a-mail address: huntergm verizon.net 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 true, correct and complete. Declaration of preparer other than the personal representative is based on alt information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DA~ 61 Millers Gap Rd Enola, PA 17025 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEA8E USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J 1505610205 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: Beatrice N. Beck 183-05-7402 RECAPITULATION 1. Real Estate (Schedule A) ......................................... .... 1. 0.00 2. Stocks and Bonds (Schedule B) ................................... .... 2. 20,800.10 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . .... 3. 0.00 4. 9 9 ( ) ...................... Mort a es and Notes Receivable Schedule D 4. ..... 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).. ..... 5. 48,778.13 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .. ..... 6. 0.00 7. Inter-~vos Transfers & Miscellaneous Non-Probate Property 0 00 (Schedule G) O Separate Billing Requested... ..... 7. . 8. Total Gross Assets (total Lines 1 through 7) ........................ ..... 8. 69,578.23 9. Funeral Expenses and Administrative Costs (Schedule H) .............. ..... 9. 2,618.58 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule 1) .......... .....10. 0.00 11. Total Deductions (total Lines 9 and 10) ............................ ..... 11. 2,618.58 12. Net Value of Estate (Line 8 minus Line 11) ......................... ..... 12. 66,959.65 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 0 00 an election to tax has not been made (Schedule J) ................... ..... 13. . 14. Net Value Subject to Tax (Line 12 minus Line 13) ................... ..... 14. 66,959.65 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 00 (a)(1.2) X .0_ 15. . 16. Amount of Line 14 taxable at lineal rate X .0 45 66,959.65 1g. 3,013.18 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 3,013.18 19. TAX DUE ..................................................... .... . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 150561D2D5 REV-1500 EX (FI) Page 3 Ilor_prlpnt'c Cemnlete Address: (1) DECEDENTS NAME Beatrice N. Beck STREETADDRESS 230 Four Season Ln DID, STATE ZIP Enola PA 17025 Tax Payments and Credits: Tax Due (Page 2, Line 19) Credits/Payments A. Prior Payments _ B. Discount 2 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 Z, enter the difference. This is the TAX DUE. File Number 3,013.18 Total Credits (A + B) (2) 0.00 (3) 0.00 (4) 0.00 (5) 3,013.18 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 transferced or its income ...................................... ...... ^ c. retain a reversionary interest ........................................................................................................................ ...... ^ ^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death 2 . without receiving adequate consideration? ....................................................................................................... ....... ^ 3. Did decedent own an "intrust for" or payable-upon-death bank account or security at his or her death? ....... ....... ^ Did decedent own an individual retirement account, annuity or other non-probate property, which 4 . 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 j (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(a)(1)]. • 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(a)(1.3)]. Asibling 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-1503 EX+ (6-98) SCNEDYLE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Beatrice N. Beck FILE NUMBER All property jointly~owrred with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert atldmonal sheets or me same size REV-1508 EX+ (1i-10) ~ pennsylvania SCNEDI~LE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Beatrice N. Beck Include the proceeds of litigation and the date the proceeds were received by the estate. All properly jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M & T Bank Acct#15004215199762 Saving 04125/2011 10,961.92 423 North Enola Rd Acct#1747222107 Checking 0412512011 7,983.62 Enola , PA 17025 2 Americhoice Federal Credit Union CD#0062 04/25/2011 10,042.93 715 Wertzville Rd CD#0063 04/2512011 12,289.66 Enola , PA 17025 3 2004 Mercury Grand Marquis 6,000.00 4 Furniture ~ Household Items 1,500.00 TOTAL (Also enter on Line 5, Recapitulation) ~ I 48,778.13 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS -__ ESTATE OF FILE NUMBER Beatrice N. Beck Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Richardson Fumeral Home,lnc 2,090.52 2 Register of Wills Filing Fee & Short Certificates File 2011-00477 202.50 3 Camp Hill Emergency Physician Invoice#HYP394713474 34.83 a Edward Jones Asset Withdrawal Fee 100.00 5 Patriot News Estate Notice Acct#226557 190.73 B. i ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: 0.00 0.00 2, 3. Attorney Fees: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant -- 0.00 Street Address City State ZIP Relationship of Claimant to Decedent __- 4. Probate Fees: 0.00 5. Accountant Fees: 0.00 6. Tax Return Preparer Fees: 0.00 7. State ZIP TOTAL (Also enter on Line 9, Recapitulation) I # 2,618.58 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (O1-10) Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE BENEFICIARIES INHERTfANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Beatrice N. Beck 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).J 1~ Gary R. Morgan Son One Half 61 Millers Gap Rd Son One Half Enola , PA 17025 2 Billy H. Morgan 730 Sterling Ct Enola , PA 17025 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS 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. I ~ 0.00 If more space is needed, use additional sheets of paper of the same size. war ones 00047924 01 AT 0.365 01 TR 00177 EJADD012 000000 ~ BEATRICE N BECK 230 FOUR SEASONS LANE ~ ENOLA PA 17025-2136 '11~'1~~11~11"I~~11~~1""I'I'1'~~i'll~~~~ll~~'I'II11~1111'~'I~ $20,700.10 Value One Month Ago $ 20, 541.70 Value One Year Ago $10,142.60 Account Holder(s) Beatrice N Beck Acoount Number 270-15146-1-0 vra ~~~ Account Type Single d ,, Flnanclal AdWsor Thomas Kimmett, 717-763-7669 St Johns Place, 4401 Carlisle Pike Suite E, Camp Hill, PA 17011 ~`p°~ Statement Date Mar 26 -Apr 29, 2011 Page 1 of 4 Turn May 29 Into a day to remember. May is often busy with activities such as graduations and preparations for the summer months. We want to highlight May 29, which just happens to be a good calendar reminder to contribute to a 529 college savings plan. If you gift to a child's 529 plan, it may offer tax benefits for you and the beneficiary. Remember 5-29, and talk to your financial advisor about the benefits of a 529 plan for a child's future. This Period This Year Beginning value_ $20,541_70.1 $19,896.00 Assets added to account _ _ 0_00 I 0.00 Income 0.00 ' 712.10 Assets withdrawn from account 0.00 -712.10 Change in value _~_ 158.40 804.10 L-- - ---- Ending Value 520,700.10 Cash ~ Money Market ~ ~~ Ending Balance Cash Amount I _ I Amount __ -S100.00 Maturity Maturity Invested W ithdrawn Municipal Bonds ----------- ~ Date Value I Since Inception Since - -- ---- Inception --- --- ~ Value -------------- IL St Build Amer Bds GO Ser 4 7.10% 7/1/2035 10,000.00 10,420.95 ~ - i 10,337.50 Jurupa CA Cmnty Svcs COP Ba 7 142% b 9/1/2034 ~ 10,000.00 ~ 10,254.951 ~ _~ 10,462.60 , _ _ _ Total Accour>t Value 520,700.10 - _ - u®~.. u • ~ iiromasatsroc f pM~s~,x Undex~anding what's import~nt~ Summerdale Plaza Office If you have any questions, please call our Telephone Banking Center at 1-800-724-2440 Today's Date: Business Date: 04/25/2011 04/25/2011 Time: 12:26 PM Checking Deposit X18,945.54 ~~*~3093 6121 / 04 55 M Thanks for visiting us today. We are happy to assist you! ~~ _ , Amer ._... _ _~ cede^al C°•e~'it ~^ ior? past wennsbora 715 ;'Rertiville Rand Enola, pA 17025 ?rquiries Calt: 71--9~r9- 3460 _ ; _. .. 7(Xx7:XX71547 BECK, BEATRICE t~ cff: X4!25/11 Pest: 04/ 25/i1 Tl ;~ , ~~0b3 S.:tnd!~al'ta L Tr':.ril 6 t~iDPJT~ _ ~ .. r KATE 0062 1~laturity~ dHte: 04/30:`11 Amount: 10,042.93 Balance: 0.00 ~....u,?able Bal: .00 Sequence: #30750 Deposit to REGULAR SNARE 0x01 Amount: 10,042.93 Balance: :0,047.93 Available Bai: -5.00 Sequence: #30751 `:1'tti'~urU~. .. .. b l~IC1tJi'i ~En?~-__-E ~~„~y:, • t: 12,=89,66 Balance: 0.00 Available Bal: .`2~ Sequence: #30752 Deposit to REGULAR SHAPE 0001 Amount: 12,289.66 Balance: 22,337.59 Available Bat: -5.0? Sequence: #3073 Ltiithdrai~Jal fr ~~ REGULAR SHARE 0001 Amount: 22,337.59 Balance: 0.00 A•;~ailable t3a1: -5.00 Sequence: #30755 Check Disc .r s- ESTATE Of ci~a??''~~ fd. BECK -22,33?.5a http:!,~Unv~rl. arnerichoice. cory