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Home My WebLink About06-06-11 (3) 1505610105 REV-1500 EX (02 -IS) (FI) , ;- PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes PO BOX 28o6oi ~ ' EY~ ~F jNHERITANCE TAX RETURN Cou, ty Code Year File Number Harrisbur , PA i'7i28-o6oi ENTER DECEDENT INFORMATION BELOW a RESIDENT DECEDENT J ~ l ~, Social Security Number Date of Death MMDDYYYY -- Date of Birth MMDDYYYY :403-50-7872 11 /18/2010 09/01/1930 Decedent's Last Name _ Beard Suffix Decedent's First Name MI Erika . M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Beard Suffix Spouse's First Name MI '..Irvin Spouse's Social Security Number E 525-46-2664 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 O 4. Limited Estate O Prior to 12-13-82) 4a. Future Interest Compromise (date of ~ 6 D O 5. Federal Estate Tax Return Required death after 12-12-82) . ecedent Died Testate O (Attach Copy of Will) 7, Decedent Maintained a Livin Trust 0 g 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust ) O 9. Litigation Proceeds Received O . 10. Spousal Povert Credit Date of Death y ( 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 TA N ame X INFORMATION SHOULD BE DIRECTED TO: -- - Irvin E Beard - Daytime Telephone Number _ (717) 243-7073 First Line of Address 14 Gobin Drive Second Line of Address City or Post Office State ZIP Code L Carlisle PA 17013 REGISTER OF WILLS USE ONLY RF(:C)Klli%D OFI~I(;1? Oh RI?GIS"IRI?R <)f~ WI1,7,S 2011 June 6 C7,I?RK <)I~ ORPII,INS COURT' CUMBI?R1,.~ND CC)UR"1', PA DATE FILED Correspondent's a-mail address: genebeardl3@yahOO.C0111 Under penalties of perjury, I decla that I have examined this return, includmg accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. ~claration of preparer other than the personal representative is based on all information of which oranara. h~~ .,..,, ~..._...:_ SIGNATURE nF cFC~enni o c ADDRESS 14 Gobin Drive, Carlisle, PA 17013 SIGNATURE QF PREPARER OTHER T•~iAN REPF _ ___ _.., ..,, ,~uyG. / ~ ~DAJE / vi~r?ri 13 Gobin Drive, Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY L_ Side 1 1505610105 •.,'o~~Q-arc riuryty Kt IURN w C ~vft-~.3~ 1505610105 J 1505610205 REV-1500 EX (FI) Decedent's Social Security Number Decedent's 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 , . - {Schedule G) O Separate Billing Requested..... ... 7. 3,154.81 8. Total Gross Assets (total Lines 1 through 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 13. ......... Charitable and Governmental Bequests/Sec 9113 Trusts for which ... . 65,148.81 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 INSTRUCTIO NS 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 16. Amount of Line 14 taxable - - . - 0.00 at lineal rate x .0 45 67,345.64 16. 3 030 55 17. Amount of Line 14 taxable , . at sibling rate X .12 0.00 17 18. Amount of Line 14 taxable - - at collateral rate X .15 0.00 .,, 19. TAX DUE ......................................................... 19. 3,030.55 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 L,~, 1505610205 1505610205 J REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: Erika M Beard STREET ADDRESS 14 Gobin Drive CITY _ Carlisle - STATE ZIP PA 17013 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. {1) Total Credits (A + B) (2) (3) (4) (5) 3,030.55 3,030.55 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 .............................................................................................................................. ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 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? .............. ^ 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(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-i5o8 EX+ (u-ia) °i 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. All property jointly owned with right of survivorship must be disclosed on Schedule F. If more space is needed, use additional sheets of paper of the same size. REV-isog EX+ (oa,-1o) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDVLE F ]OINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Erika M Beard 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 716 Olson Drive Carlisle, PA 17013 Daughter B. C. ]OINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR ]DINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY 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 6, Recapitulation) $ 67,345.64 If more space is needed, use additional sheets of paper of the same size. t<EV-1510 Ex:+ ~£-0~3) i ~ pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE 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 of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER __ DESCRIPTION OF PROPERTY INCLUDE ?HE NAME DF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE GATE OF TRANS"rER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION RF A.?PUCA3LE) TAXABLE VALUE i. Individual Retirement Account 3,154.81 100 3.154.81 Irvin E Beard, Spouse, Beneficiary TOTAL (Also enter on Line 7, Recapitulation) $ 3,154.81 If more space is needed, use additional sheets of paper of the same size. ~EV-1511 EX-~ ifi-09j ~. SCHEDULE H pennsylvania DEPARTMENT OE REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Erika M Beard Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Hoffman Roth Funeral Home 2,015.17 Rowe's Print Shop 21.47 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City _ _ ____ _ - -- - __ _ __ State _ _ .ZIP Year(s) Commission Paid: __ 535.00 2. Attorney Fees: 3,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Irvin E. Beard Street Address 14 GObin Drlve city -Carlisle __ ___ state PA zIP 1701.3 Relationship of Claimant to Decedent _ S~OUSe 4. Probate Fees: 130.00 5. Accountant Fees: ' 6. Tax Return Preparer Fees: 150.00 7. TOTAL (Also enter on Line 9, Recapitulation) $ 6,351.64 If more space is needed, use additional sheets of paper of the same size. i ~i LAST WILL AND TESTAMENT OF ERIKA M. BEARD I, Erika M. Beard, of Carlisle Borough, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and unders*_anding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. 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. i '~ Further, I direct that my body be cremated and that my '. remains be disposed of as my personal representative shall deem appropriate. SECOND I give, devise and bequeath all the rest, residue and SAIDIS, LAWER Sz LINDSAY nno~s~nruw !6 West High Srrecr Carlisle. PA remainder of my estate to my beloved husband, Irvin 8ugene Beard, absolutely and in fee simple if he survives me by thirty ( 3 0 ) days . THIRD In the event that my husband, Irvin Eugene Beard, fails to . / ~`_`-, survive me by thirty (30) days, then I give, devise and bequeath ,i i it i all the rest, residue and remainder of my estate unto my daughter, Barbara S. Barry, per stirpes. ~ ~ FOURTH I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary ~I estate. FIFTH !I ~~ '! In addition to the powers conferred by law, I authorize any personal representative, trustee or guardian acting under this instrument, in their absolute discretion: A. To retain in the form received, or to sell either at ~ public or private sale any real or personal property; I~ B. To exercise any options to subscribe for stocks, bonds, or other investments; C. To join in any plan of lease, mortgage, '' consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust may hold stocks, bonds or other securities; SAIDIS, D. To sell, transfer, convey, mortgage, pledge, lease AWER Sz '! ~~.~ j or exchange any property, real or personal, which at any 6 Wes[ High Saee[ ~1 Carlisle, PA time may form part of my estate, for the payment of debts li or taxes, or for any purpose of administration or ~, ,~ distribution, for such prices and upon such terms as my _~ ~ i _~ ~, ~ 2 personal representative, in their sole discretion, may deem 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 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 SAIDIS, AWER Sz LINDSAY > West High Stree[ Carlisle. PA ~-. or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of their duties in any jurisdiction. 3 IN WITNE33 WHEREOF, 2, 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. _ ~}- ~. ; Erika M. Beard V 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. II ~ i ~~ ~ ~~ ~~~"~. ~~L-~G~~~ ADDRESS 26 West High Street / Carlisle, PA 17013 ;- __ _ _ AliDRESS 26 West High Street '' %''-- Carlisle, PA 17013 9AIDIS, AWER Sz LIlVDSAY ''. i West High Street ,I Carlisle, PA ~I 4 it ,; CO1rII~iONWEALTH OF PENNSYLVANIA ii COUNTY OF CUMBERLAND We, Erika M Phyllis McCoy Beard, Tanya L. ware and _, the Testatrix and witnesses, respectively 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 therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as 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. a . ---, Eri a M. Beard e i ~C-! / Tanya ~f,. Ware ,Witness f . _ _ r, f Phyllis McCoy - , Wl~ess 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 thi _ s 15th da of 20 Y December 08. A~RIS 8z ~; `. - < h ~ f ~ ~. i War High Street ~ NOtary Publ 1 C Carlisle, PA BARBARA 6. STEEL, IV~ '~ Carlisle Born, Cumberland Cho tybPA M Commission Ex ices June 7, 201 I I is jl n 5 ~ ~~ d J ~ .Made the ~~ day of .YJOI~C-7y1.6.t7e ` Nineteen hundred and in the year sizty-eight. ~sht*etst EARL W. THORNTON and MAE E. TFlORNTON, his wife, of Carlisl Cumberland County, Pennsylvania, Grantor ___ and TRV N __-.I- F. REARD and ERIKA N. BEARD, his wife, of --- - ~ihts,sacst that in consideration o Grantee ~' f TWENTY SIX THOUSAND ~'~,j; 'HUNDRED AND FIFTY ($26, 850.00 ~ Dollars, in hand paid, the receipt whereof as hereby acknowledged, the said Grantor s do hereby grant and convey to the said Grantee s their heirs and assigns, ALL that certain tract of land situate in the Borough of Carlisle, • Cumberland County, Pennsylvania, bounded and described as follows: BEGINNING~at a point on the Western line of Gobin Street, said ' point being located and referenced from the Northwest corner of the intersection of Hamilton Street and Gobin Street, the fol- lowing three~coursea and distances: North 37 degrees 21 minutes 15 seconds West 28.37 feet; thence along a curve to the right having a radius of 246.95 feet, 79 feet to a point of tangency; and thence North 19 degrees 1 minute 30 seconds West, 273.87 feet; thence from said beginning point, by land now or formerly of Reisinger Brothers, Inc., South 70 degrees 58 minutes 30 seconds West 180.41 feet to a point in line of land now or formerly of Stanwiz Manor; thence along said land, North 19 degrees 1 minute 3G seconds West 70.42 feet io a concrete monument; thence along land of Carlisle School District and-land now or formerly of ReisingerBrothers, Inc., North 70 degrees 58 minutes 30 seconds East 180.41 feet to a point on the Western line of Gobin Street; thence along the Western line of Gobin Street, South 19 degrees 1 minute 30 seomds East 70.42 feet to the place of beginning. BEING the~same premises which Richard D. Wimer and Darlene Wimer, his wife, granted and conveyed unto Earl W. Thornton and Mae E. Thornton, his wife, by deed dated April 29, 1965, and recorded in Deed .Book 21 01315, ~ ,_ .: ~ ' school Dist. Cumb, Co., Pa. ,l.7. Real Eafata Tnaafar Tax (d~s,e,f,1~. ~~..~~ f Cumb. Co. Diaf. Cel. Aq4. Borough of a~,a~ ... . Cumb. Co., Pa. R+oi estate Transia[rrT~ax Cumb. Co. Dist. Col. Aai L,$' .. •~ , .' ~ - `~.r •. / 1 I 1 1 I I ,„ ~~ , I I . ~,.~~~r .. - _ *•:- i .ei< ~ - r kco~ Z ',~2Pbci: 649 ~•zzsco L/ae said Grantor s Will Warrant generallythe property hereby conveyed. ; ~n ~itznt*~ ~httenf, the said Grantors ha ve hereunto set thA.i,"r and seal the day and year first above u.~ritten. hand Sib ned, Sealed and Delivered ~ _ in the presence of Earl W ~~" ~_`~ orn on ~ ~, • ih i ~ Mae E. Thorn on ~ammozasmsulth of ~euita<~laracssiat ~ratlutt~r >aF Cuaberland ~~' On this, t)rP ~-°^~~ day o f ~/O~ ' the enders' ned o 19~before me . ` `....., , ~ •"~'.: Ear 1 ~ r~e1, personally appeared ~'io'n~~'~ {~r Thornton and Mae E. Thornton, his wife 't~~gC,.~atisfactorily proven) to be the erson whose name are ' instrument=%?~~knowledged that t he Y executed the same for the purpose thereino contained ,*.. ~ ~`WFIEREOF '~x~ ..~ ~ , 1 have hereto set my hand and ,~~,{ ,. official seal. _ ; ~Lry (_{ C `;+' + SYLVIA H, RAM80, Notary PublfC :, '- - - /. n'~ rWt;My +%J ; Carlisle Borou h, Cumberland County . x.,•Y..~• - 8 ' ° '• • - My Commission Expires Sept, 1ST 197~~ `~ ~ . ".~ ?4!trtb~ ~s;tiff that the pr^ecis~ address of the brggnt~ee her ' ~ ~ ~`~:. Jfntt.R CaE?%c.Ge.:~ can as ----- ~..__i__ --- .gttorn~ jur - n . '- .~.' - - - .- .__. y ~" , .. Q~ ~ ' '; ... a,~ ~ ~ is 'ro• v ,~b, . rn ~ ~ eJ ~ ~ r ~r ~ C .~ t n .~.~ C ~~ . A i~.,' ~ F~+ T ,C! ~ O ~ ~~ ~ ~ ~ ~ ~ <<~ .C m 4) v ~ ~ O- ~"~ ` E E •H . ai CO ~ .. W H ~' ^' W 5 __-~.._ 4rammmcme ~>af. ~sisatt~~rhirauia M~! sa<. ~ft~RKtltt~ p ~~~ ' ~s rae~ in the Of)ace for Recordinb of Deeds in and for " in Deed Book Z No,~;j~ ' pate .~ fCL9 Etc. ~i sssl my band and seal of Ofjlce this ~~,yry~- day o o~L^~i•~l'`_ggn' no Domini 19-~ eccK~ 22P>icE 650 / . n i _ - . ~;,~a LISLE BORO TAX ACCOUNT PO BOX 100, 53 WEST SOUTH STREE CARLISLE, PA 17013 Phone: (717) 244'4422 MAP NO: 0619-1641-128 per: 14 GOBIN DRIVE Acres .310 Deed: 00222-00649 LCT 7-C Residential Building I~~~~ $100 FEE FOR ADDITIONAL RECEIPTS Tax Payer' BEARD, IRVINE 8 WIFE 14 GOBIN OR CARLISLE, PF.17013-1510 - Office Hours: - MONDAY -FRIDAY 7:30AM - 4:30PM LOSED HOLIDAYS & 111-1/15/11 Bill No: Bili Date: 337 311/10 0287 C CASH ONLY AFTER 12/15/10 Control No: 0600 PHONE (717)249-4422 ~_- Assessed Value: Land: 29,790 Improvement: 97,480 Total: 127,270 Face --Penalty Discount 39900 $299.21 2 _ 23 $335.85 COUNTY R/E . 18~ $~'~ $n•91 $25.20 COUNTY LIB • 57000 $445.26 3 $454'35 $$ 9 7979 MUNIC. R/E . $766.92 $782.58 ~•~ TAX AMOUNT DUE 311/10 thru 4130/10 5/1110 `nru 6/30/10 7l1 /10 or Later If Date Of Payment Is On T TAXPAYER'S COPY KEEP THIS PORTION FOR YOUR RECORDS H ng in full use ONLY the 18T coupon below to submit p-+~yment. fl peying in Instsllmsrrts use the coupons bebw to submR payn~sMs. P~ TAXYEAq 2010 DATE 7/01/2010 aiLLi 334T TAX YEAR 2010 PATE 7/01/2010 BILLi 334r TAX YEAR 2010 DATE 7%01/2010 eau 33-'+ PAYABLE TO PAYASL.E TO CARLISLE BOROUGH TAX ACCOUNT PO BOX 100, 53 WEST' SOUTH STREET CARLISLE PA ' 7013 b~~~~7 MAPi STS-164 -1 ?8 SCHOOL r~LI~L.E AREAS D TAX PAYER B~~; TRVIN E 8 WIFE PLEASE RETURN COUPON 1ST WITH FIRST OR FULL PAYMENT ! $585.84 ON OR BEFORE 8/31/2010 11iSTALL1~Et~ T STAtiT AFTEit 8 / 31 / 2 010 OR PAYABLE TO CARLISLE BOROUGH TAX ACCOUNT PO BOX 100, 53 WEST SOUTH STREET CARLISLE PA 17013 ~~$7 b~13-1641-128 E AREA S.D. THIN E & WIFE PLEASE RETURN COUPON 2ND wrrH SECOND PAYMENT $585.84 ON OR BEFORE 9/30/2010 $644.42 AFTER 9/30/2010 FULL PAYME#tT f16F! PAY BY N'r 1 722,38 31 2010 FACE 10 31 2010 t! PENALTY 1,933.28 12 31 2010 CARLISLE BOROUGH TAX ACCOUNT PO BOX 100, 53 WEST" SOUTH STREET CARLISLE PA 17013 ~7 MAPt SCFIOOL ALE AREA S D. TAX PAYER ~11~VIN E &'NIFE PLEASE RETURN COUPON 3RD wmf THIRD PAYMENT $585.85 ON OR BEFOREIO/31/2010 $644.43 AFTER 10/31/201) 1_ ,~~ `- ,-:i" .- ~~_. `, ~,~ ~ '~ z ~: . y 7j ' ~ ~ ~ Y ~ B: _ rte:. ~ ~ _-- - .. ~, ~~'x FtJ~1ER-~L HOME ~ CREMATOR~~ :\ C. Mr irvin Beard 14 Gobin Drive Carlisle, PA 17013 2 ~: >' Nca~~, ~dn~Jv?T Street ~~~r1isle. P~r~-~sy'vani~~ ! 70' 3 1 7.23.451 oil `reA ..855 4:' .45" Tc, % 1 '.43.3723 ;nfasY c'rncr~otn.ccr~ May 19. 2011 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; $ 1,890.00 TOTAL FUNERAL HOME CHARGES: $ 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: $ 125.17 Total Funeral Expense: $ 2,015.17 Total Payments Made: $ 2,015.17 Payments Made: Irvine Beard Check 1839 Nov 26, 2010 1,915.00 Irvine Beard Check 1842 Dec 1, 2010 100.17 Please return this portion with your Remittance. Amount Enclosed Erika M. Beard Service ID#: 16088-264 Balance: $ 0.00 SYKV~rJG OUR COMMUNITY SINCE ~ 907 Quantity Service tion Price Amount 20 Sheets • Memory Sheets 0.90 18.OOT 4 1 /4 x 5 1 /2, 100# Gloss Text Full Color 25 i ~i Envelopes • 5 1 /2 bar Wh1te Env. (blank) 0.09 2.25T SUBTOTAL S20.25 TAX (6%) S 1.22 ease check: 0 VISA ^ MasterCard ^ Discover O American Express TOTAL $21.47 ird #: ----- --- ---- ---- PAYMENT $21.47 Signature ,'~:~ BALANCE DUE $0.00 ~•r,,;~,' ~ txp. uate PL.F,4SE 2E'fU2N ~'I~ COPY W(T{-} Pf4YMEN'f. T~"~~N~ yOU~ .~~~A~~ Co~G~~S 13 Gobin Drive Carlisle. PA 17013 INVOICE BILL TG Gene Beard 14 Gobir+ Drive Carlisle, ~A 17013 P.O. NO. INVOICE # 3767 DATE TERMS DUE DATE 5/23/2011 5!2312011 QTY DESCRIPTION RATE AMOUNT Pennsylvania Inheritance Tax Retum 150.00 150.OOT Non=Taxable Services 0.00 0.00 i TO~ell $150.00 Phone # Fax # F-Mail (717) 249-5471 (7171249-0828 dux@pa.net Law Offices of Saidis, Sullivan & Rogers A PROFESSIONAL CORPORATION LL;vI__ OYNt= r,I~ 26 WEST HIGH STREET 53s NotzTrl 1zrH sTREtr CARLISLE, PENNSYLVANIA 17013 5U]TE 400 TELEPHONE: (717) 243-6222 -FACSIMILE: (717) 243-6486 LEMOYNE, FA 17043 EMAIL: attorneyC~ssr-attorneys.com IEI.EPHONZ:: (717) 612-5800 wwwssr-attorneys.com FACSIMILE: ,717) 612-5805 March 2, 2011 Irvin Beard 14 Gobin Drive Carlisle, P_A 17013 Our file# 91191 Invoice# 1918 REPLY T _ ~Rl 151 F 1 1204:> EIN: ~:7-2700453 ~: 'Transfer of Real Estate Payments received since last invoice Accounts receivable balance carried forward $0.00 $0.00 PROFESSIONAL SERVICES 01/1(';'2011 Office visit with client, file memo and Deed preparation for 14 Gol?in Drive, Carlisle PA. O 1 / 17x2011 Office visit. O 1 / 17 %201 L Prepare Waiver of Spousal Interest. 01/28`2011 Meeting with client to execute deed and spousal waiver re: Irvin Beard. TOTAL FEES $5; , 0,~, TIMEKEEPER FEE RECAP Lawver Hours Arno unt Kelso, Jason E. 0.20 $35 00 Saidis, Robert C. 2.00 $500.00 +20~. Transfer of Real Estate Invoice# 1918 Page 3 Bi11i~Sumr~ Total professional services Total o ~~ nevi charges for this invoice $535.00 $535.00 Total balance now- due $535.00 ** Tru<_t account remaining balance is $0.00 PRIVACY 1'OL.ICy': During this firms 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 cam out the repn~sentation, 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 L- ~__. 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'~1 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 P"A ~l~-~/° RECORI-ER O D ED5 * - Information denoted by an asterisk may change during the verification process and may not be reflected on this page. uiiuuuiiiui~iim CITIZENS BANK Of PENNSYLVANIA ROP230 1 CITIZENS DRIVE RIVERSIDE RI 02915 COMBINED TAX STATEMENT FOR YEAR 2010 THIS STATEMENT REPORTS 1038-E (OMB No. 1545-1Sm. ':G99-Ir.T (OMB No. 1545-0112). 1098 (OMF No. 1545-0901 i, 1099-4 iOM6 No 1545-0877), 1099-C (OMB Nc 155-14241. 1099-DIV rOM6 No. 154° Ot tGi 1099-MISC (OMB No- 1545-0' t 5 t 099-0 (OMB No. 1 545 t 76C~ 0313901 ERIKA M BEARD 14 GOBIN BR CARLISLE PA 17013-1510 ACCOUNT NUMSER tSEE INSTRUCTIONS) ACCOUNT DEPARTMENT OF THE TREASI?.'~-INTERNAL REVENUE SERVICE FEDERA°~ I[ ~ENTIFICATION fJ'JMBER i:3-3097422 Form 1098:111"The information in boxes 1. 2, 3. and 41s 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 1- 888 - 428' 7 7 0 results because you overstated a deduction for this mortgage interest or for these points or because you did not report this refund of interest on your return." (2)"Cauilon. The amount shown may not be fully deductible by you. Limits based on the loan amount and the cost and value of the TAXPAYERS lDENTIFICATiOf~l NUMBER secured property may apply. Also, you may only deduct interest to the extent it was incurred by you, actually paid by you, and not reimbursed by another person." farm 1098-E:'This is important tax information X X X - X X - 7872 ' and is being furnished to the Internal Revenue Service. If you are required 99 m file a return, a negligence penalty or other sanction may be imposed 3 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 inicnrauon anc i heing furrnshed ~c the Inrena' Revenue Service. If you are required to file a return. a negligence penalty or other sanction may be impi.~sed on you rf taxable income results mtm this transaction and the IRS determines that it has not been reported." Forms 1099-DIU, INT, MISC. & 0: `This is important tax information and 1s being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty ur other sanction may be imposed on you it this income is taxable and the IRS determines that it has not been reported. " TYPE LAS f3ESCt~IFTION IRS AMOUNT Box ~ * * 2010 FORM 1099-INT, INTEREST INCOME 622574-79~-1. CHECKING 622434-31.-2 CHECKING 610087-554-7 CHECKING 6?55~-9bQ9~5 _~_~ r.FaTI FIC TA.-.~F -~ INTEREST INCOME INTEREST INCOME INTEREST INCOME INTEREST INCOME ii~iTcRES I!VCOi~E FEQER~IL INCOME Ti}TAL k1.S. TAX fIITH1if LD 4 SAS Li~~S B#1I~US 3 _ _ .. ., TQTAL EARLY ` ~tITIfQE~Ak~AL PENALTY 2 n rn 86.4 10.0'. 6.7 188.51 390. ?~ INTEREST INCOME 1 F;R~ . 4 .I~ 9800 Fredericksburg Road Sar, Antonio, Texas 73288 .~~!1 USAA I3tVIN E BEARD ESTA"CE OF ERIKA M BEARD l~l GOBIN DR CARLISLE PA 17013-1510 May 18, x'.011 Dear ~[r. Beard: USAA is committed to providing excellent service to its members. As you requeste~3, 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 Long-Term Fund Account # ending in: 6408 The account value on November 18, 2010 was: Share Accrued Account Shares Price Dividends Value 10,698.170 $12.56 $322.26 $134,691.28 If you have questions, please call a USAA member service representative at 1-R00-531-USAA (8722). Tranic you, USAA Shareholder Account Services 65 Go 53-492 1 6-33053-UM02350-SAS_SAS45 58126-OIOB