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Home My WebLink About08-12-11 (2)J 1505610101 REV-1500 °`tO1.1°' PA Departrnent of Revenue pL~rxrsylvarda Bureau of Individual Taxes °"""'"`"`«""""" Po sox zBo6o> INHERITANCE TAX RETURN Harrisbum, PA i7~z8-o6os RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Socal Security Number Date aF Death MMDDYYYY Date of Birth MMDDYYYY 204-03-4804 12272010 02/13/1922_ _ _ _.. _..- _ --_ _ Decedent's Last Name Suffix Decedent's First Name Beible _ _i Margaret -_ _ - (If Applicable) Entw 8urvivl - _ - _ - __ ng Spouse's Irtformetlon Below Spouse's Last Nalrle Suffix Spouse's First Name _ __ ~ i Spouse's Social Security Number THIS RETURN MU3T BE FILED IN DUPLICATE WIT - __ __ _ __ REGISTER OF WILLS FILL IN APPROPRU-TE OVALS BELOW O 1. Original Retum O 4. Limited Estate m 6. Decedent Died Testate (Attach Copy of III) O 9 Liti ' (~ 2. Supplemental Retum O 3. Remair prior to O 4a. Future Interest Compromise (date of O 5. Federal death after 12-12-82) O 7. Decedent Maintained a Living Trust 0 8. Tofal Nr (Attach Copy of Trust) _ MI M _ MI i THE Retum (date of death 3-82) rte Tax Retum Required Ir of Safe Deposit Baxes gabon Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to dax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlDENTIAI. TAX INFORMATX)N S LD BE DIRECTED TO: Name _ _ Daytime Tale Number Patricia Armstrong (717) 418-15 __ _ __- _ ___ ~~ REGISTER USE QMLY , ,, r_-- _ ~ 1~ First line of address - ~ -~ ,_ _ __ __ - ~ __ _ _ _ ~, tJa;~ 212 Locust St,Suite 500 ~~ ~ ' a .., ___ - _ _ -- -- _- - Second line of address _ _ ___ _ ~ ' ~ , Thomas Long Nissen an -' ~ - r _ ~~ .., n City or POSt Office _ _ _ State ZIP Code D TE FILED- .. Harrisburg PA 17011 __ _ -- Correspondent's to-mail address: fTil3tro SIO 18W.OOm Under penaltles of pmjury, l declare that I have examined this Tatum, indudbrg atxampenying slew and statemar~, and to the of my knovedge and belief, it is true, cortect and o°rnpbte. DerJeration of preparer oflrer than the personal represerdative is based an ae information of which has arty knowledge. TORE OF PERSON FOR FILING RETlh2N DA ~ an ~i DR SS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORHi1NAL FORM ONLY Side 1 1505610101 15056101 1 J `~ Y~ File Number _ti r o ~ e i ~~ J REV-1500 EX Decedent's Name: ~0 RECAPITULATION 1505610105 Decedent's Spcial Security Number. Beible ............................. . 1. Real Estate (Schedule A) ............................................. L ___ - -. 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporatlon, Partnership or Sole-Proprietorship (Sdtedule C) ..... 3. , 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. - _ -- 5. Cash, Bank Deposks and Miscellaneous Personal Property (Schedule E)....... 5. 6. Jointly Ownad Property (Schedule F) O Separate BiiNng Requested ....... 6. 7. Inter-Vrvos Transfers & MisceYaneous Non-Probate property --' - (Schedule G) O Separate Billing Requested........ 7. 0.00 409,262.93 0.00 0.00 419,412.00 i _._.. 0.00 E _ -i 0.00 ~___ 8. Total Gross AsaNs (total Lures 1 through 7) .......................... ... 8. ', 828.674.93 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. ... _,. 26,944.37 _.__ 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... ... 10. -_. - -- , 11,339.21' _ 11. Total Dsductlons (total Lines 9 and 10) .............................. ... 11. 38,283.56'1 12. Net Value of Estab (Line 8 minus Lure 11) ........................... ... 12. ' 790,391.35 13. Charitable and Governrnergal BequestslSec 9113 Trusts far which __ an election b tax has not been made (Schedule J) ..................... ... 13. ' - _ 0.00 . 14. Nat Valus SubJact to Tax (line 12 minus Line 13) ..................... ... 14. . ., 790,391.35 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sac. 9116 (a)(1.2) X .0_ 0.00 15. 16. -,_ __ __ . Amount of Line 14 taxable '- `. .. at lineal rate X .0 45 790,391.35 ! 16. 35,567.61 17. Amount of Line 14 taxable _ _ at sibling rate X .12 0.00 ' 17. 18. Amount of Line 14 taxable -- ° ~ ~ -° _~_ _ _ TF at collateral rate X .15 - _ _ _-__ 18. 19. TAX DUE ....................................................... .. 19. __. _ 35,567.61 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 L 15056101D5 1505610105 J REV-1503 EX+ (g-gg scN~ou~E s COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret Myers Beible 21-11-0101 All property jointtyownad with right of survivorship must to d'ucbsad on Seheduk 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) I S 409,262.93 (If more space is needed, insert additional sheets of the same size) REV-iSOB EX+ (u-io) Pennsylvania SCNEpULE E DEVARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN 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 tointllr owned with Naht of sturvivashie nnuee M dlerlnmA ..., c.~a..~_ •~ ~~~~~~ ~w~ ~~ ~~~+~,, use aaaaionai sneea or paper of the same size. REV•1511 EX+ (LO-09) Pennsylvania DEPARTMENT OF gEVENUE 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. A. FUNERAL EXPENSES: -- 1' Parthemore -partial 1,185.37 Parthemore Funeral Home -remainder 9,120.00 B. ADMINISTRATNE COSTS; 1. Personal Representative Commissions: 0.00 Name(s) of Personal Representative(s) Wlltiam W. Beible, Jr Street Address City State ZIP Year(s) Commission Paid: Z• Attorney Fees: 13,725.00 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: 714.00 5• Accountant Fees: 6• Tax Return Preparer Fees: 1,500.00 ~• Misc executor's expenses -mileage, tolls, postage, phone, etc 500.00 Advertisement of Letters 200.00 TOTAL (Also enter on Line 9, Recapitulation) I ~ 26,944.37 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-OS) Pennsylvania DEPARTMENT OF REVENUE INNERTTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES ~ LIENS -~'"""'"' FILE NUMBER Margaret Myers Beible 21 11 0101 Report debts incurted by the decedent prior to death that remained unpaid at the date of death, ineluding unreimbureed medical expenses. ITEM NIIMRFR .,~,.,..,..,_._.. VALUE A7 DATE 1• I Express Scripts Defense Finance -reclaim annuity payment Civil Service retirement -reclaim annuity payment Sodal Sedroty -reclaim payment Thomas Long Niesen and Kennard -pre DOD Griswold Spedal Care Dr Kilmore 2010 Federal Tax [$7162.00-2004.83=5157.62] 2010 Pa State Tax TOTAL (Also enter on Line 10, Recapitulation) I ¢ If more space Is needed, insert additional sheets of the same size. 9.00 777.00 1,088.00 475.00 3,000.49 646.10 25.00 5,157.62 161.00 11,339.21 REV-1513 EX+ (Ol-LO) ~pennsylvania SCHEDULE J DEPARTMENT OF REVENUE gE N EFICIARIES INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Margaret Myers Beible 21-11-0101 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT DD Not List Truste(e) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1• 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 92,650.30 Ashley Beible, 451 LaVista Road, Walnut Creek, CA 94598 92,650.30 Joseph Beible, 1875 Surrey Lane, Lake Forest, IL 60045 92,650.30 Zachary Beible, 1875 Surrey Lane, Lake Forest, IL 60045 92,650.30 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 355,801.23 II The amounts shown are net of taxes paid(i.e. 790391-33989= 756402 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES IS THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. 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; If more space is needed, use additional sheets of paper of the same size.