HomeMy WebLinkAbout10-07-11J 1505610105
REV-1500 EX (o2-ii) (FI) `?
PA Department of Revenue Pennsylvania OFFICIAL USE ONLY
Bureau of Individual Taxes °`°""T"`"'°`"`"`"°`
PO BOX 28o6oi INHERITANCE TAX RETURN Counry~Code Year file Number
Harrisbur , PA i'7i28-06oi RESIDENT DECEDENT ~ i
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY
Date of Birth MMDDYYYY
207-42-5624 01/08/2011
11 /12/1954
Decedent's Last Name
Suffix Decedent's First Name
BeaUlTlOnt i MI
Curtis L
(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
FILL INAPPROPRIATE OVALS BELOW REGISTER OF WILLS
dD 1. Original Return O 2. Supplemental Return
O 3. Remainder Return (Date of Death
O 4. Limited Estate O 4a. Future Interest Compromise (date of Prior to 12-13-82)
death after 12-12-82) O 5. Federal Estate Tax Return Required
~ 6. Decedent Died Testate O 7. Decedent Maintained a Livin Trust 0
(Attach Copy of Will) (Attach Copy of Trust.) g 8. Total Number of Safe Deposit Boxes
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 TO:
Name
Eileen C. Finucane, ESq. Daytime Telephone Number
(717) 263-2121
REGISTER OF WILLS USE ONLY ,
C7
First Line of Address ;. -,-,
.~ .. _.,
Salzmann Hughes, P.C. _ -~~ ,F ' ~ ~~
.:_ ~ ~_
Second Line of Address > : ~t t
79 St. Paul Drive _, --.
~~ ,
_;~ -~~ -
City or Post Office
State ZIP COde DATE FILEIDJ
..
hambersburg -~• ~ ~-
PA ..17201 ~~ <:•> ~~
c., ,~
Correspondent's a-mail address: elleen salzmannhughes com
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 all information of which preparer has any knowledge.
SIG E OF PERSON,~tE~OfJ.9t9gE FOj,FILING RETURN
128I~armingtofl toad, Cha~mbersburg, PA 17202
OF OTHER THAN REPRESENTATIVE
~_ ~a
U
ADDRESS
79 St. Paul Drive, Chambersburg, PA 17201
PLEASE USE ORIGINAL FORM ONLY
L 1505610105
Side 1
1505610105
J
..,LUU'
REV-1500 EX (FI)
1505610205
Decedent's Name: CUftIS i_. B@BUmOnt Decedent's Social Security Number
RECAPITULATION 207-42-5624
1. Real Estate (Schedule A) ................
............... .
"'"'~~
2. Stocks and Bonds (Schedule B) .......
"'~~ 1.
144,500.00
_.
............................
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... 2. 0.00
.
4. Mortgages and Notes Receivable (Schedule D) ..... . . , ... 3,
82,747.00
. . ..... .
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 4
0.00
...
6. Jointly Owned Property (Schedule F) O Separate Billing Re
uest
7
d
I .... 5.
41, 398.06
q
e
.
...
nter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) .. , , 6.
0.00
O Separate Billing Requested..... ... 7
8. Total Gross Assets (total Lines 1 through 7) ....... .
0.00
... . .. . . .... .
9. Funeral Expenses and Administrative Costs (Schedule H).
e.
268,645.06 i
.... .
~~~~~~""
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I)
"~ 9'
28,398.96
............
11. Total Deductions (total Lines 9 and 10) ........ ... 10.
246,840.33
......................
12. Net Value of Estate (Line 8 minus Line 11) ..... ... 11.
275,239.29
.... .
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not be
12
-6, 594.23
en made (Schedule J) ................ . . . . . . . .
13
14. Net Value Subject to Tax (Line 12 minus Line 13) . _ 0.00
...... .
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
14
-6,594.23
at the spousal tax rate
or
,
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable 15.
at lineal rate X .0
17. Amount of Line 14 taxable 16.
at sibling rate X .12 - - --
18. Amount of Line 14 taxable 17.
at collateral rate X .15
18.,
19. TAX DUE ........... .
.....
....................................... .19.
0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15D5610205
1505610205 J
REV-1500 EX (FI) Page 3
Decedent's Complete Address:
Curtis L. Beaumont
STREETADDRESS --
1845 Ritner Highway
c7rY --------_- _ _ - -- - - -
Shippensburg
Tax Payments and Credits
1. Tax Due (Page 2, Line 19)
2• Credits/Payments
A. Prior Payments ___ _ __ ___ 5,000.00
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.
Ffle Number
STATE
PA ~ zfP___--
17201
(1)
0.00
5,000.00
0.00
5,000.00
Total Credits (A + B) (2)
(3)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4)
(5)
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
a. retain the use or income of the property transferred .......................................... No
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 cares ~~~~~~~~~~~~~~~'
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" orpayable-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 RETU
RN.
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 survivin souse
is 3 percent [72 P.S. §9116 (a) (1.1) (i)],
9 P
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 ercent
[72 P.S. §9116 (a) (1.1) (ii)j. 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, P
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-1502 EX+ (11-08)
j Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE A
REAL ESTATE
Curtis L. Beaumont FILE NUMBER
All real property owned solely or as a tenant in common must be reported at fair market value. fair market value ~ defined0as he price at which property
would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM Attach a copy of the settlement sheet if the property has been sold,
NUMBER Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
DESCRIPTION OF DEATH
1' 1845 Ritner Highway, Shippensburg, PA 17257 (residence), (1/2 interest as tenants in common) 82,500.00
2 26 South Queen St., Shippensburg, PA 17257 (rental), (1/2 interest as tenants in common)
62,000.00
TOTAL (Also enter on Line 1, Recapitulation.) I $ 144,500.00
If more space is needed, insert additional sheets of the same size.
REV-1504 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
wlHlt Vh
Curtis L. Beaumont
SCHEDULE C
CLOSELY HELD CORPORATION,
PARTNERSHIP OR
SOLE-PROPRIETORSHIP
Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-halri ~„m,,..,~,,,..,__,___, .
FILE NUMBER
21-11-0121
REV-1505 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~.,~~+~~ yr
Curtis L. Beaumont
SCNEDVLE C-1
CLOSELY HELD CORPORATE
STOCK INFORMATION REPORT
FILE NUMBER
1. Name of Corporation Pro Movin & Stora a Inc. 21-11-0121
Address 4351 Philadel hia Avenue State of Incorporation PA
City Chambersburg Date of Incorporation 03/02/04
State PA Zip Code 17202 Total Number of Shareholders 1
2. Federal Employer I.D. Number 51-0506992 -
Business Reporting Year 12/31
3. Type of Business TruCkin~
Product/Service
4.
STOCK TYPE TOTAL NU REBM OF
VotinglNon-Voting SHARES OUTSTANDING
Common
Preferred ~ N/A
100%
100% ~ $
~$
Provide all rights and restrictions pretaining to each class of stock.
5. Was the decedent employed by the Cor oration? ... .
p ............................ ~ Yes O No
If yes, Position President
Annual Salary $_ 59 000 ~~ Time Devoted to Business °
6. Was the Corporation indebted to the decedent? 100%
If yes, provide amount of indebtedness $ ' ' ' ' ~ ' ' ' ~ • ~ • • • ~ Yes 0 No
7• Was there life insurance payable to the corporation upon the death of the decedent? .
If yes, Cash Surrender Value $ ~ • • • ^ Yes ®No
Owner of the policy Net proceeds payable $_
8. Did the decedent sell or transfer stock in this company within one year prior to death or within two years
if the date of death was prior to 12-31-82?
^ Yes 7^ No If yes, ^ Transfer ^ Sale
Transferee or Purchaser Number of Shares
Attach a separate sheet for additional transfers and/or sales. Consideration
Date
9. Was there a written shareholder's agreement in effect at the time of the decedent's death? ....^ Yes ®No
If yes, provide a copy of the agreement.
10. Was the decedent's stock sold? .............. .
If yes, provide a copy of the agreement of sale, etc. • ~ ~ ~ • ' ' ' ' ' ' ' ' ' ~ ~ • • • • • ~ • ^ Yes p No
11. Was the corporation dissolved or liquidated after the decedent's death? .
If yes, provide a breakdown of distributions received by the estate, induding dates and amounts rece ved. ®No
12. D~ sheeport the necessary infoemationoon a sepa~atel sheet,pnclud ngla Schedule C-1 or C-2
^ Yes ®No
for each interest.
A. Detailed calculations used in the valuation of the decedent's stock. '
B. Complete copies of finandal statements or Federal Corporate Income Tax returns (Form 1120) for the year of death and 4 preceding years.
C. If the corporation owned real estate, submit a list showing the complete addresses and estimated fair market value/s. If real estate appraisals have
been secured, attach copies.
D. List of prindpal stockholders at the date of death, number of shares held and their relationship to the decedent.
E. List of officers, their salaries, bonuses and any other benefits received from the corporation.
F. Statement of dividends paid each year. List those dedared and unpaid.
G. Any other information relating to the valuation of the decedent's stock.
(If mare space is needed, insert additional sheets of the same size)
PAR VALUE NUMBER OF SHARES VALUE OF THE
OWNED BY THE DECEDENT DECEDENT'S STOCK
REV-1506 EX+ (g-00)
ESTATE OF
Curtis L. Beaumont
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCI~IEDIJLE C-Z
PARTNERSHIP
INFORMATION REPORT
FILE NUMBER
21-11-0121
1. Name of Partnership Beaumnnf Holdin_as LLC
Address 4 1 PhiladPlnhia Av n ~ Date Business Commenced 3/2/04
City Chambersbur Business Reporting Year 12/31
2. Federal Employer I.D. Number -___ State~_ Zip Code 17201
20-1371076
3. Type of Business Real Estate Investment
Product/Service
4. Decedent was a ^ General ®Limited partner. If decedent was a limited partner, provide initial investment $
5 PARTNER NAME PERCENT PERCENT
OF INCOME OF OWNERSHIP BALANCE OF
A. Curtis L. Beaumont CAPITAL ACCOUNT
50
B. 50 82, 747.00
C.
D.
6. Value of the decedent's interest $ ~-
82 747.00 _
7• Was the Partnership indebted to the decedent? ....... ,
......................... ^ Yes ®No
yes, provide amount of indebtedness $
8. Was there life insurance payable to the partnership upon the death of the decedent?
If yes, Cash Surrender Value $ ~ • • • • ~ Yes ®No
Owner of the policy Net proceeds payable $
9. Did the decedent sell or transfer an interest in this partnership within one year prior to dea in two years if the date of death was
prior to 12-31-82?
^ Yes Ia No If yes, ^ Transfer ^ Sale
Percentage transferred/sold
Transferee or Purchaser
------___ Date
Attach a separate sheet for additional transfers and/or sales. Consideration $_
10. Was there a written partnership agreement in effect at the time of the decedent's death?
If yes, provide a copy of the ~
...
agreement. .. .
Yes ^ No
11. Was the decedent's partnership interest sold?
....................................
yes, provide a copy of the agreement of sale, etc. ... ^ Yes ~ No
P p
12. Was the artnershi dissolved or liquidated after the d~cedent's death? , .
. , , .. ,
If yes, provide a breakdown of di
tri
, .
g
s
~ No
butions received b the estate, indudin dates and amounts re® ved
13. Was the decedent related to any of the partners? .. , , .
.. , , .
If yes, explain
^ Yes ®No
14. Did the partnership have an interest in other corporations or partnerships? .... .
If yes, report the necessary infor
ti
^
ma
on on a separate sheet, including a Schedule C-1 or C-
for eac ~nNerest.
A. Detailed calculations used in the valuation of the decedent's partnership interest. • , / •
B. Complete copies of finandal statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 preceding years.
C. If the partnership owned real estate, submit a list showing the complete addresses and estimated fair market value/s. If real estate appraisals have
been secured, attach copies.
D. Any other information relating to the valuation of the decedent's partnership interest.
REV-1508 EX+ (Ii-io)
~ : pennsyLvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC
-
.
RESIDENTNDECEDENET
rURN PERSONAL PROPERTY
ESTATE OF:
Curtis L. Beaumont FILE NUMBER:
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned w(th ri
ht
f 21-11-0121
g
o
survlvorshlp must be disclosed on Schedule
ITEM F,
NUMBER DESCRIPTION VALUE AT DATE
1. MST Bank (1/2 of $1,300.02) OF DEATH
2, PSECU Acct. No.: 0207 (1/2 of $2,911.85) 650.01
A. Regular Shares: $708.24 1,455.93
B. Christmas Shares: $7.45
C. Checking; $1,189.75
D. Money Market Shares: $1,006.41
3. PSECU Acct. No.: 9004 (1/2 of $6,777.54)
A. Regular Shares: $23.28 3,388.77
B. Vacation Shares: $42.66
C. Christmas Shares: $24.97
D. Checking: $6,599.27
E. Money Market Shares: $87.36
4. PSECU Acct. No.: 9801 (112 of $2,395.11)
A. Regular Shares: $1,006.05 1,197.56
B. Checking: $1,389.06
5. Orrstown Bank (1l2 of $971.58)
6. 1999 Ford F-250 485.79
7. 2010 Chevy Silverado . 9,720.00
8. 1993 stock trailer 23,500.00
1,000.00
TOTAL (Also enter on Line 5, Recapitulation) $ I 41,398.06
If more space is needed, use additional sheets of paper of the s
REV-1511 EX+ (10-09)
ji1 Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CJIAIE OF
Curtis L. Beaumont
ITEM
NUMBER
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
Decedent's debts must be reported on Schedule I.
FILE NUMBER
21-11-0121
A, FUNERAL EXPENSES: AMOUNT
1' Dugan Funeral Home and Crematory, Inc.
2. Lot & Deed; Dugan Funeral Home and Crematory, Inc. 10,640.90
1,400.00
B. ADMINISTRATIVE COSTS;
1• Personal Representative Commissions:
Name(s) of Personal Representative(s) -____
Street Address
City _ _ State ZIP ____ _ _
Year(s) Commission Paid:
Z Attorney Fees:
13,805.15
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:
390.50
5 Accountant Fees:
300.00
6, Tax Return Preparer Fees;
~~ Salzmann Hughes: reimbursement for Franklin Co. Legal Journal advertising fee
B
Salzmann Hughes: reimbrusement for additional Register of Wills fee to file Will 80.00
9•
Salzmann Hughes: reimbursement for Public Opinion advertising fee 15.00
~ o~
Salzmann Hughes: reimbursement for Cumberland Law Journal advertising fee 262.39
~ ~ •
Salzmann Hughes: reimbursement for The Sentinel advertising fee 75.00
12~
Breen appraisal (residence) 230.02
300.00
TOTAL (Also enter on Line 9, Recapitulation)
If ~ Se2 ~)C{- 'pO.gQ.
more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (10-09)
jib Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Curtis L. Beaumont
ITEM
NUMBER _
A• FUNERAL EXPENSES:
1.
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
Decedent's debts must be reported on Schedule I,
FILE NUMBER
21-11-0121
B. ADMINISTRATIVE COSTS;
1. Personal Representative Commissions:
Name(s) of Personal Representative s
Street Address
-------------------
City ------- ------- - State -- ZIP
Year(s) Commission Paid:
Z• 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;
S• Accountant Fees:
6 Tax Return Preparer Fees:
7.
Shetron Auction & Equipment, LLC (equipment & vehicle appraisal)
TOTAL (Also enter on Line 9, Recapitulation) $
If more space is needed, use additional sheets of paper of the same size.
900.00
28,398.96
REV-1517_EX+ (12-08)
~'~i Pennsylvania
e.1~ DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
Curtis L. Beaumont FILE NUMBER
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbu0rsed medical expenses,
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1' M&T Bank Mortgage (112 of $232,060.48)
116, 030.24
2. M&T Bank Line of Credit (1/2 of $3,676.81)
1,838.41
3. Chevy Silverado-Lender: State Farm
23,209.23
4. Medical Bills
665.64
A. Hershey Medical Center: $388.00
B. Johns Hopkins University: $277.64
5. 2011 County Real Estate Property Taxes
a. 26 South Queen Street (1/2 of $712.08)
356.04
b. 1845 Ritner Highway (112 of $1,105.53)
552.77
6. Tenant Security Deposit (PSECU Acct. No.: 9801)
1,000.00
7. Note owed to Pro-Moving and Storage, Inc.
103,188.00
TOTAL (Also enter on Line 10, Recapitulation) I $ 246,840.33
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+ (01-10)
Pennsylvania SCHEDULE ]
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF:
FILE NUMBER:
Curtis L. Beaumont
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).)
1• Deborah Beaumont unmarried partner 100 /o
0
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$
If more space is needed, use additional sheets of paper of the same size.
ALZMAN N 79 St. Paul Dri~~c • Chambcrsburg, PA • 17201 • (7t7) 263-2121 • Fax: (717) 263-0663
354 Alexander Spring Road • Suite 1 • Carlisle, PA • 17015 • (717) 249-6333 • Fax: (717) 249-7334
239 B E. Main St. • Waynesboro, P.A • 17268 • (717) 762-3170 • Fax: (717) 762-0988
GH ~~ ~ ~~~• 105 N. Front St, • Suite 401 • Harrisburg, PA • 17101 • (717) 234-6700 • Fax: (717) 249-7334
Attorneys at Law
•,i,~ tip: ~:~, ~~ .,~ ~:;~~.~~.~.r~iu:~
"Please reply to Chambersburg Office
October 6, 201.1
PA Department of Revenue
Bureau of Individual Taxes
P.O. Box 280601
Harrisburg, PA 17128-0601
RE: Estate of Curtis L. Beaumont
Estate No.: 21-11-0121
To Whom It May Concern:
Enclosed is an original Inheritance Tax Return for the above-referenced Estate, together with the
calculations to support the business valuation of Decedent's interest in the business known as Pro
Moving and Storage, Inc. In 2010, the Decedent was diagnosed with leukemia and as the valuation
shows, his income decreased rapidly.
The Decedent also had aone-half interest in the business known as Beaumont Holdings, LLC. As
information, the sole asset held by Beaumont Holdings, LLC, was real estate located 4351 Philadelphia
Avenue, Chambersburg, Pennsylvania, and is identified on Schedule C and C-2. This property has been
sold, and a copy of the HUD Settlement Statement and Deed are attached.
Also attached are four (4) years of the tax returns for these business enterprises.
Should you have any questions or require additional information, please contact me or my paralegal,
Brittany, at (717) 263-2121. Thank you.
Very truly yours,
SALZMANN HUGHES, P.C.
By:
~~~-~ :.~
Eileen C. Finucane, Esq.
Enclosures
Concentratin~* in l~;nvironmcntal, l.a~~d Use, Munici al, Real Estate, Cur orate, Estate Plannim* and Administration and General Civtl ah ~•
ATTORNEYS
G. Bryan Salzmann, Esq.
James D. Hughes, Esq.
Adam R. Schellhase, Esq.
Scott T. ~1'yland, Esy.
Charles E. Zaleski, Esq.
Kurt E. Williams, Esq.
Samuel E. Wiser, Esq.
Stephen E. Patterson, Esq.
Thomas J. Finucane, Esy.
Eileen C. Finucane, Esy.
Nancy II. Meyers, Esy.
Patricia R. Brown, Esq.
Ann E DePaulis, Esq.
William W. Thompson, Esq
Rebecca R.Ilughes,Esq.
Susann B. Morrison, Esq.
Laura Rebecca Ables, Esq.
David FI. Martineau, Esq.
George E Douglas, III, Esq.
E. Lee Stinnett II, Esy.
Titlany M. Cartwright, Esq.
_ ,_
Extremely Urgent
Call 1-800-PICK-UPS®(1-800-742-5817) or visit UPS.com°.
UPS CampusShip: Shipxrient Label ~ FOR UPS SHIPPING ONLY
w
O
d
a
G/1
ri
0
a
~~ 2
N = (h
N = A ]
Nz.~~
~"~Qiv
N ~ 0.
F~~~
m~v~~U
._~
a
~ N
w N
o M
x~ M
~ ~
W ~ 0
~ Q' a
W~ W
~z oa
..Qw~z~
oz"'~~
00
Q,'Ca7U~~
M _
~ _
~ ~_
a
•~• s
•O
~r~
1~
M
M
O
O~
N
U
0
~~
A~
~~
w
1~
z