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HomeMy WebLinkAbout06-29-11J 1505610101 _ REV-1500 ext°1 .1°'~ PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes ~ ~_ ~ ~ " County Code Year File Number INHERITANCE TAX RETURN ~7 ~ , PO Box zBDsoi Harrisburg, PA iyi28-0601 ~ RESIDENT DECEDENT 1 ~ ! ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 204-03-4904 12/27/2010 02/13/1922 Decedent's Last Name Suffix Decedent's First Name MI Beible Margaret M (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 {~ 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 0 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 Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Narr e Daytime Telephone Number Patricia Armstrong, Esq (717) 418-1501 First line of address 212 Locust St,Suite 500 Second line of address Thomas Long Niesen arx_j kent~c~ ccZ City or Post Office State ZIP Code Harrisburg PA 17011 REGISTER OF~ILLS USE ONC1" ` , I r,7~ i ... ~`i C7 %~7 Tn r- '^'-- z_' ! r? tv i -~r;~ v __';___~~~ I J _- DATE fNLED ` - ~. . Correspondent's a-mail address: parmStrOng@thomaSlOngIaW.COm - it ~ J _._` 4~- / ._' ~7 -~ __r-_ r -_ :_' t \.~ J 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 belie`, it is 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 RESPONSIBLE FOR FILING RETURN DATE ADDRESS Side 1 1505610101 1505610],01 J `_ \ ~J PLEASE USE ORIGINAL FORM ONLY 1505610105 REV-1500 EX Decedent's Social Security Numbe! Decedent's Name: Margaret Myers Beible 204-03-4904 RECAPITULATION Real Estate (Schedule A) ............................................. 1. 0.00 <'. Stocks and Bonds (Schedule B) ....................................... 2. 409,262.93 .,. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 Mortgages and Notes Receivable (Schedule D) ......................... .. 4. 0.00 ~~, Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 419,412.00 6 Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 0.00 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested...... .. 7. 0.00 8. Total Gross Assets (total Lines 1 through 7) ........:.................. .. 8. 828,674.93 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. 26,844.37 1~). Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ .. 10. 13,343.59 1'I. Total Deductions (total Lines 9 and 10) ............................... .. 11. 40,187.96 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 788,486.97 1 3. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 0.00 1 1. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 788,486.97 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 1 ~. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 0.00 15. 1 ~3. Amount of Line 14 taxable at lineal rate X .0 45 788,486.97 16. 35,481.91 1'. Amount of Line 14 taxable at sibling rate X .12 0.00 17 1,3. Amount of Line 14 taxable at collateral rate X .15 18. 1 a. TAX DuE .... .............. ..................................... .. 19. 35,481.91 2). FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 L 1505610105 1505610105 REV-1500 EX Page 3 File Number Decedent's Complete Address: UtlaUtN I J NAMt _ Margaret Myers Beible - - __ __ _ -- STREET ADDRESS Bethany Village 325 Wesley Drive - _- CITY STATE _ _ 'ZIP _ Mechanicsburg PA ', 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 35,481.91 2. Credits/Payments A. Prior Payments _ 30,000.00 --- --- - B. Discoun- 1,578.90 _ - _ ___ Total Credits (A + g) (2) , 578.90 3. Interest (3) 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. (4) 5. If Line 1 + `ine 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3,903.01 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 :.................................................................................... ..... [] ~j b. retain the right to designate who shall use the property transferred or its income : ...................................... ..... [] c. retain a reversionary interest; or .................................................................................................................... ..... ^ 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 consitleration? ........................................................................................................ ..... 3. Ditl 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)J. 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(1.2`, [72 P.S. §9116(a)(111• 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) SCI~IEDIJLE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret Myers Beible 21-11-0101 All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~ Vanguard Mutual Fund -High Yield Corporate 16,669.62 2 Vanguard -Short Term Bond Fund 36,055.59 3 Vanguard -Star Fund 32,633.30 4 Vanguard -Intermediate Bond Fund 27,092.00 5 Vanguard -Inflation protected Fund 16,186.08 6 Vanguard -Wellington Fund 79,077.51 7 Vanguard -Long Term Bond fund 47,762.46 8 Vanguard -Short Term Treasury fund 136,137.05 9 HH Bonds 5, 500.00 10 Prudential Stock - 178 shares 10,628.38 11 Accrued Vanguard Dividends 528.73 12 Agway Trust 966.97 13 EE Bond 25.24 TOTAL (Also enter on line 2, Recapitulation) $ 409,262.93 (If more space is needed, insert additional sheets of the same size) REV-i5o8 EX+ (u-io) :~~ Pennsylvania SCHEDULE E !.~ DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE rax REruRN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Margaret Myers Beible 21-11-0101 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-1511 EX+ (10-09) ~` ~k Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Margaret Myers Beible 21-11-0101 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Parthemore -partial 1,185.37 Parthemore Funeral Home -remainder 9,120.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 0.00 Name(s) of Personal Representative(s) William W. Beible, Jr Street Address City __ State ZIP Year(s) Commission Paid: 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address_ _ City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: ~~ Misc executor's expenses -mileage, tolls, postage, phone, etc Advertisement of Letters TOTAL (Also enter on Line 9, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. 13,725.00 614.00 1,500.00 500.00 200.00 26,844.37 REV-1512 EX+ (12-08) ~- SCHEDULE I ~ ~ Pennsylvania DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE rnx REruRN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret Myers Beible 21-11-0101 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Margaret Myers Beible 21-11-0101 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).] - Monica Louise Marks, 514 Benson Lane, Chester Springs, PA 19425 10,000 Ryan Beible, 5809 Edson Lane, T3, North Bethesda, MD 20152 10,000 Kristopher Beible, 2457 Manchester Ave, Unit C, Cardiff By The Sea, CA 92,422.97 Ashley Beible, 451 LaVista Road, Walnut Creek, CA 94598 92,422.97 Joseph Beible, 1875 Surrey Lane, Lake Forest, IL 60045 92,422.97 Zachary Beible, 1875 Surrey Lane, Lake Forest, IL 60045 92,422.97 Carter Randolph Marks, 514 Benson Lane, Chester Springs, PA 19425 5,000 Riley Louise Marks, 514 Benson Lane, Chester Springs, PA 19425 5,000 William Beible, Jr., 805 Rosewood Dr, Chester Springs, PA 19425 354,891.89 The amounts shown are net of taxes paid(i.e. 788,486.79-33,903.01= 754. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 C~VFR SHFFT ~ If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF MARGARET M. BEIBLE I, MARGARET M. BEIBLE, of BethanyVilfage, Mechanicsburg, 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 any and all prior wills, and any and all codicils thereto, by me at any time heretofore made. FIRST: I direct the payment of my just debts and the expenses of my fast illness and funeral from my estate as soon after my death as conveniently maybe done. I direct that my remains be interred at Indiantown Gap National Cemetery. SECOND: Except as I may have otherwise provided in a memorandum signed by me and accompanying this will, I give, devise, and bequeath all of my estate to my beloved husband, WILLIAM W. BEIBLE, if he survives me for a period of 60 days. THIRD: In the event my beloved husband, WILLIAM W. BEIBLE, does not survive me for a period of 60 days, I then give, devise, and bequeath the entirety of my estate in equal shares to my sans William W. Beible, Jr. and Ronald B. Beible per stirpes. If either son does not survive me then his share of my estate shall pass to the issue of my deceased son, per stirpes. If any beneficiary hereunder has not attained the age of 30 at the time of taking under this will, said beneficiary's share shall be held in trust with whichever son survives me as Trustee, one half of said beneficiaries share being paid to such beneficiary upon the beneficiary having attained the age of 25 and the balance being _ ~i>> `~>~>> !'~ -1- June 15, 2004 M.M.B. held in further trust, until such beneficiary attains age 30. Prior to attaining age 30 the beneficiary shall receive interest and so much of the principal as is necessary far said beneficiary's health, maintenance, support and education. FOURTH: My executrix, executor and/ortrustee as the case maybe, shall have the following powers in addition to those vested in them by law and by other provisions of this will, applicable to all property, real, personal, and mixed and wheresoever situate, including property held for minors, whether principal or income, exercisable without court approval, and effective, with respect to each item of said property, until actual distribution thereof. A. To retain, as investments of my estate ortrust, any or all assets of my estate, real, personal, or mixed, without regard to any principal of diversification, and to purchase and acquire real or personal property, and to hold any or all of such real and personal property retained or acquired without making the same productive of income, B. To permitthe beneficiaries, orany of them, to occupy any real estate retained or acquired upon such terms and conditions as my executor shall deem proper. C. To pay all taxes, charges, and expenses of maintenance, upkeep, improvement, development, protection, preservation, and investment of any real or personal property, such payments to be made from either principal or income as my said executor shall determine. D. To retain and invest any and all funds, whether principal or income, in any real or personal property without restriction to legal investments; to purchase investments June 7 5, 2004 M.M.B. at premiums; to exercise all rights of a security holder or shareholder in any corporation; and to lease, mortgage, pledge, give options upon or sell at public or private sale and without approval of any Court and without any responsibility to the buyer or buyers to see the application of the purchase price, any real or personal property, or portion or portions thereof, irrespective of the manner or the means by which the same was acquired by my said executor. E. The executor of my will shall have the power to distribute any part of my estate in kind or in cash or partly in each and to allocate specific assets among the beneficiaries in such proportions, without regard to the basis of such property, so long as the total market value of any beneficiaries share is not affected by such allocation. F. All federal, state, and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this will, including any interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the administration of my estate and shall be paid out of the principal without apportionment or right of reimbursement. All such taxes on present or future interests shall be paid at such time or times as my executors may think proper, regardless of whether such taxes are then due. Notwithstanding the foregoing, I authorize my executor to exercise any options available in determining and paying taxes in my estate as my executor may at his sole discretion deem appropriate. G. To compromise claims by or against my estate. ~~"~ ~ ~~ 1' -3- June 15, 2004 M.M.B. FIFTH: Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to my beneficiaries, shall be free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. SIXTH: Finally, I nominate, constitute, and appoint my beloved husband, W ILLIAM W. BEIBLE, my Executor of this, my last will and testamen#. If, for any reason whatsoever, my said husband does not qualify as such Executor, or having qualified, fails to serve for any reason then I hereby nominate, constitute and appoint my son, WILLIAM W. BEIBLE, JR., to be Executor hereunder. If, for any reason whatsoever, my said son, WILLIAM W. BEIBLE, JR., does not qualify or having qualified fails to serve for any reason as such Executor, then I hereby nominate, constitute and appoint my other son, RONALD B. BEIBLE, to be Executor hereunder. SEVENTH: I direct that no trustee, executor, guardian, or other fiduciary named, nominated, or appointed in this, my last will and testament, shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. ,~ June 15, 2004 M.M.B. IN W ITNESS WHEREOF, I have hereunto set my hand and seal to this. my last will and testament, consisting of five (5) typewritten pages, the first four (4) of which bear my initials in the margin for the purpose of identification, this 15'h day of June, 2004. ~~ y r.~~. Lr:~ ~ 1.11 . %.2.f~1-~` (SEAL) MA~F2GARET M. BEIBLE Signed, sealed, published, and declared bythe above named Testator, MARGARET M. BEIBLE, as and for her last will and testament, in the sight and presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. yy, ~ ' !/t Address S iy ~rcha.~ ~ . ~~Zm~~snv ~ Address ~ S G, ~~ 7C~1.> F'1CLIENTSIMISC18eible1Wi11s1M. Beible Will.wpd -5- June 15, 2004 COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN We, MARGARET M. BEIBLE, the Testatrix and the witnesses, respectively, whose names are signed to the Last W ill and Testament, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last W ill and Testament that she had signed willingly, and that she executed it 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 witness and that to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. .~ ~ ~I~titi~L~~~~~ 1U~1 ?c_~~rt ,~- '~ ~~,~~~ ~'~c~ ~- Subscribed, sworn to and acknowledged before me by MARGARET M. BEIBLE, p~~.•~.A Testatrix, and ns_ubscribed and sworn to before me by ~tw.s,~a~ .~~t~~_ and ,'~~Ct~r'C~-- /7/ ICS.! ~l , 15'h day of June 2004. Notary Public GOMMONWEALTH OP PENNSYLVANIA Notarial Sea! Rhonda Heifelfinger, Notary Public c~grotHanisburg,eaupnir~cour>h+ My Commission Expires: My commission Expires Apr. 22.2008 Member, Pennsylvania Association Of Notaries TH[RD CODICIL I, MARGARET M. BEIBLE, now of Bethany Village, 325 Wesley Drive, Mechanicsburg, (and formerly of 221 Reeser Road, Camp Hill) of Cumberland County, Pennsylvania, do hereby make this as a Third Codicil to my Will da#ed June 15, 2004, revoking and superceding my Second Codicil dated April 15, 2008. 1. I hereby revoke Paragraph THIRD of my said Will and First and Second Codicils and in lieu thereof provide as follows: THIRD: !n the event my beloved husband, WILLIAM W. BEIBLE, does not survive me fora period of 60 days, I specifically bequeath to my six grandchildren, namely, Monica Louise Marks, Ryan Beible, Kristopher Beible, Ashley Beible, Joseph Beible and Zachary Beible, the amount of $10,000 each, per stirpes. I also specifically bequeath to my two great grandchildren, Carter Randolph Marks and Riley Louise Marks and any other great grandchildren having been barn prior to the time of my death, the amount of $5,000 each. I then give, devise, and bequeath the entirety of my remaining estate in equal shares to my sons William W. Beible, Jr, and Ronald B. Beible per stirpes as hereinafter provided. If my son Ronald B Beible does not survive me by 270 days, his share shall pass to his issue per stirpes. Further, the share passing to my son Ronald B. Beible shall be reduced/offset by monies !have loaned to him on and after January 1, 2008 as reflected in the memorandum in my checkbook. These monies (the amount being offset} shall pass to my other son William W. Beible, Jr., per stirpes. !f my son William W. Beible does not survive me then his share of my estate shall pass to his wife Nancy Beible per stirpes. If any beneficiary hereunder has not attained the age of 25 at the time of taking under this will, said beneficiary's share shall be held in trust with the beneficiary's father as Trustee or if the beneficiary's father is not able or unwilling to serve then the beneficiary's grandfather (in the instance of the great grandchildren) or my other son shall serve as Successor Trustee. If both of my sons and/ar the beneficiary's father in the instance of the great grandchild are not able or unwilling to serve them, Monica Louise Marks shall serve as Successor Trustee. one half of said beneficiary's share shall be paid to such beneficiary upon the beneficiary having attained the age of 21 and the balance being held in further trust, anti[ such beneficiary attains age 2b. Prior to attaining age 25 the beneficiary shall receive so much of the interest and so much of the principal as is necessary for said beneficiary's health, maintenance, support and education as the Trustee may deem appropriate. 2. in all other respects, I hereby ratify, confirm and republish my said Will dated June 15, 2004. Executed July 7, 2049. ~~ ~E ~ • ~~._ „(SEAL) Margare .Beible SIGNED by Margaret M. Beible, as a Third Codicil to her Will dated June 15, 2004, in our presence, who at her request, in her presence and in the presence of each other have signed as witnesses: r ~ ~ ~ Address ~~ ~ U~.-S t~ ~ ~`~~C~~~~~.e~# ~ ~; (~c.. )~ Address~p~, +--~ c~ f~C,t:~; I~ ~~~1~ ~ ~~ J 2 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I, MARGARET M. BEIBLE, testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the two page instrument as a Third Codicil to my last Wil! and Testament dated June 15, 2004; tha# I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. _ ~ ~ u.z.~- 9~ - ~.a:~.~-Q.~. Margaret M. Beible Sworn or affirmed to and acknowledged before me by Margaret M. Beible, the testatrix, this 7`h day of July, 2009. ~~ i' ~ ~~ rte- ~ - Notary Public My Commission Expires: ~uouau~u. s~ ~ JOFtN R E BOW£N Notary Public LOWER ~~.~p CUARBERWND CU()My MY Casnm~~„ ~!P®S MQE 25.2o s o AFFIDAVfT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, the undersigned, the witnesses whose names are signed to the attached foregoing instrument, being duly qualified according to law, do depose and say that we are present and saw testatrix sign and execute the instrument as a Third Codicil to her East Will and Testament dated June 15, 2004; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed said Codicil as witnesses; and that to the best of our knowledge the testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ,. ~ ~ Sworn or affirmed to and subscribed to before me, by , ~~ /l;~- ~ U~ and r ,,~ r-r ~ za`rr- }~,~ fr~zrf ~~~~~ r j~-~ ,witnesses, this 7th day of July, 2009. v Notary Public My Commission Expires: ..M~ ++~o~w: seu .wwrt R ~ Notary Publlc L~OVVfR AL[EN,tWF; CtlA+lBfRlANd CC)t1NiY My Gommipton Expkes iiAar 25, 201© ®1V1 ~ ~ ~ ®~ ~ ~ ' PATRICIA A12MSTRONG ~~~~`~.~ ~ ~ ~~~~~~~ OF COUNSEL Direct llial: 717.418.1501 ~~// ~~ 11 /~ffmrne s an ounse ®rs srf ~aw parmstrong@thomaslongla~i.com , y June 28, 2011 _ .,-, n - - ~-~1 Glenda Farner Strasbaugh `=, ~ ~~" ~_.`~ ~rn r , v " Register of Wills and Clerk of Orphans' Court "-T'- ,, R~ Cumberland County Courthouse `' ~ ~~ - 1 Courthouse Square __ , --- v -; -, _ - ~ -- =T Carlisle, PA 17013 ~ ~;--~ '. ~" _~ In re: Estate of Margaret M. Beible Date of Death: December 27, 2010 Social Security Number: 204-03-4904 File No. 2011-0101 Dear Ms. Strasbaugh: Kindly acknowledge receipt by dating and stamping the attached copy of this letter. Enclosed in duplicate is the Pennsylvania Inheritance Tax Return (including: Schedules B, E, H, I and J) together with the following: 1. A copy of decedent's will dated June 15, 2004; 2. A copy of Third Codicil to Will of Margaret M. Beible dated July 7, 2009; 3. A check in the amount of $3,903.01 payable to the Register of Wills, Agent for the Inheritance Taxes due; 4. There is no Federal Estate Tax Return; and 5. A check in the amount of $15.00 to cover the cost of filing the Return. If there are any questions, please contact me. Very truly yours, THOMAS, LONG, NIESEN & KENNARD By ~ ~~Jr "'~ , Patricia Armstrong C~ Enclosures cc: William W. Beible, Jr (w/encl.) 212 Lou=1 SrRtEr • SuirE 500 • P.O. Box 9500 • HaRRiseuRO, PA 1 7 1 08-9500 • 717.255.7600 • Fax 717.236.52." 8 www.±homas~ongiaw rom i ~~.: k1n ~I~ "{•,~~ j«. «_ _: ~ U~ Q ' __.. ", -- `~. - F- -~ -=, ; .__.. ~-~C-J l ` t _ ~~f <:_. -- ~ v L1J .._ _. I U ~° d _ ~~ . i.7:.. T= .. , ,. L.l... O ~ CSC ~ 0 O W ~ {ll a x a O N°o~ U ~°'~ c U X N O (0 O m ~ Q N O ¢ '- Cil c~ a: x ~ ~ O O ~ ~ O ~VU ~ L ~ f/1 ~., ~ C +~ (0 M ~ ~ ~ N ~ ~ O ~ ~ z ~~U ~~ ~ N z ow ~ ~ Q ao~oa ax ~~~.~ ~~ ~ ~~~~~ p ~ C C~~UUU z H ~ o