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Home My WebLink About03-0611PETITION FOR PROBATE and GRANT OF LETTERS Estate of ~-~0 ~tzS" E, c'~ e& ~OEe--, ~ No. also known as To: Deceased. Social Security No. i'7~ Register of Wills for the County of Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor& in the last wilt of the above decedent, dated ~q~g_: t. <4 ,, ~ ~'7 and ' ' in the codicil(s) dated named ,19.~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~__ o ~,~ ~, Ozk O,~a County, Pennsylvania, with h~% last fa~ily or principal r{~dence at ~--~ ~-r-~l~.3 ,q'Je~,~,t ~ (list street, number and muncipality) Dq~endent, then ~-~-- years of age, died .--.~o \ x% I ~ 1~ Z-e~_~ at BA~ C~,~ ~.>~'l_~ ,~ ~o~ ' , Except as folloWs, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3 COUNTY OF C.o~,, ~--'~.^,-~.o ~ ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. /Sworn to or affirmed and subscribed ~ ~:~ ~ ~~ b~ m~s 25th dav of [ ~ ~ ~ No. 21-2003-611 Estate Of --~v ~,~'%-' ~'~ -~ ~a~c ~3~ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS ~o k ~_ 28th AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated ~,'E~ t. ~ , ~ 9 7 described therein be admitted to probate and filed of record as the last will of and Letters are hereby granted to -I~~°3 , in consideration of the petition on FEES Probate, Letters, Etc .......... $. 50.00 Short Certificates0-0~ .......... $ 30.00 .... ~x~m~n x~Pages(.5 ) ..... $ 15.00- 10.00 JCP $ TOTAL . $10§.00 Filed .~.u..1¥..2.~..t.h.,.2.0.9.3 .................. Mailed Letters to Attorney on 7/28/03. ~0n~na M. Otto(~t Deputy ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE 5~ '"iF1f' ~0. his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as I.ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee fbr this certificate, $2.00 P 9 2 6 8 4 4 4 JUL 1 6 2003 No. ~ Date H'EM #/4 21-2003-611 SHOULD READ AS FOLLOWS: ',, ~ - ~uJ~IIMuI~LE~LTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT (F,~ M~dOle. La.SD ~EX $C~IAL SECURITY NUMBER ~,.Robert E. Beshore, II ,.Male ~. 175- 40 --5359],.July 14, 2003 , : 129,194 arrisburg, PA ~ .... ~ ~,,..,~. ~ Dauphin ~arrisburg . ~ ~ O ,,~.~,~. ~. . ~arrisburg Hospital [~..~.P~oa~ .... ],o. White I ,,~urchas~ng Managerl~guphln .Electric[,,. "~ m~ ,,. ~0.~ ~'~' [,~arried oyce M. Wintermyer 509 Eutaw Avenue ~ES,~,C~ ,,New. Cumberland,PA 17070 '"="-~,, Cumberland ,~.c.~, ,~,.~.~,~.~,.., New Cumberland ,,?obert E. Beshore ,,. Jean Chubb ~. Joyce M. Beshore ~. ~ Eutaw Avenue, New Cumberland,PA 17070 ~,.U ~.~s~ O[_~uly 18, 2003 Woodlawn Memorial Grdns~u,,Harrisburg, PA 17109 n,. ~. .~.~0 012342-h ~onea~urray~.408 3rd Ileml 24-2~ ~ ~ ~mp~,~ by TIME ~ATH I 23b. 2~, ~.,.,,.~,.. . a<~'r~ ~ca~.d~a ~v a~c' 0*5 COM~N ~ CAUSE ~ U~ 'P~NOUNCI~ AND CERTIFY~G PHYSICIAN Phy~n ~ln ~,ng oeath a~ c~,ly~9 tO cause ol Oealhl ~1C~%~ * ~ .o,..,.m.k..,....,. ....... ..,~ ............. . ....... . .... . ..... ,., ................................. .~ :~;i~) ~'; : E ~O A~E~ ~ ~ER~WH~ COMPL~ CA~ D~ / ' MEDICAL EXAMINERICORONER ..... 271Ty~ ~ Prinl~ EE: E d ~ -fill Last Will and Testament of Robert E. Beshore, II 21-2003-611 I, ROBERT E. BESHORE, II, of 509 Eutaw Avenue, New Cumberland, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter named to pay all of my just debts, expenses of my last illness, funeral expenses, including my grave marker and perpetual care, and expenses involved or connected with the administration of my estate, as soon after my death as is reasonably as possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. SECOND I give, devise, and bequeath the rest, residue and remainder of my Estate of every nature and wherever situate, at my date of death, together with all insurance ~roceeds thereon, to my wife, JOYCE M. BESHORE, providing that she survives m~ by thirty (30) days. THIRD Should my wife, JOYCE M. BESHORE, predecease me or die on or before the Lhirtieth day following my death, I give, devise and bequeath a sum of money equal to ten percent (10%) of my residual estate to be divided as follows: a. One half to the Trinity United Methodist Church, New Cumberland, Pennsylvania. b. One half to be divided equally among any grandchildren who have been born and are living at the time of my death. Should no grandchildren have been born and survive me, than this gift shall lapse and be distributed as part of my residuary estate. FOURTH Should my wife, JOYCE M. BESHORE, predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath all the rest, residue and remainder of my estate in equal shares to my children, SHERRI L. ROSS, and JEFFREY R. BESHORE, providing that they survive me by thirty (30) days. Should any of my children predecease me or die on or before the thirtieth (30th) day following my death, then I devise and bequeath one half of what would have been that child's share of my estate had they survived, to be divided equally between her or his issue and spouse, as are living on the thirty-first (31st) day following my death. FIFTH For the purposes of this will, any words such as "child", "children", "grandchild", "grandchildren", and "issue", describing a person or class of persons by relationship to another shall refer only to persons who are related by blood and shall not include any person whose relationship is derived by adoption, regardless of when the adoption takes place. SIXTH I order and direct that any estate, inheritance or similar tax due as a result of my death with respect to any property passing as a result of my death, shall be paid from the residue of my Estate before its division into shares and prior to distribution as an expense of administration and that no part of the taxes should be prorated or apportioned among the persons or beneficiaries receiving the taxable property. It is my express intention that all inheritance taxes imposed as a result of my death be paid from the residue of my estate whether or not the property passes under my Last Will and Testament. My personal representatives shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. SEVENTH I hereby authorize and empower my Executor hereinafter named to sell all of the real property and any or all of the personal property not specifically bequeathed herein, which I may own or to which I am entitled at the time of my death, in the sole discretion of my Executor at private or public sale, with or without an Order of Court. at such time or times and upon such terms as the said Executor shall deem proper for the best interests of my estate or of my beneficiaries, thereby converting the same to cash. I further authorize and empower my said Executor to execute, acknowledge and deliver all proper writings and deeds of conveyance and transfer thereof. EIGHTH I nominate, constitute and appoint my wife, JOYCE M. BESHORE, as executor of this my Last Will and Testament. If my wife is unable or unwilling to serve or ceases as executor, nominate, constitute and appoint my daughter, to act then I ~HE~RI L. BESHORE, as executor of this my Last Will and Testament. If my aug ter is unable or unwilling to serve or ceases to act as executor, then I nominate, constitute and appoint my son, JEFFREY R. BESHORE, as executor of this my Last Will and Testament. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament which consists of four (4) pages to each of which I have affixed my signature, this c~'~., day of /~,,'Z;[, , 1997. ROBERT E. BESHORE, II Signed, sealed published and declared by the above-named ROBERT E. BESHORE, II as and for his Last Will and Testament, in the presence of us and each of us, who, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA · · SS COUNTY OF CUMBERLAND · I, ROBERT E. BESHORE, II, the testator 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 instrument as my Last Will and Testament that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ROBERT E. BESHORE, II Sworn or affirmed and acknowledged before me by ROBERT E. BESHORE, II, the testator, this ~'L~' day of f~.'~ , 1997. Notary Notarial Seal Susan M. Grubb, Notary Public Lower Allen Twp., Cumberland County My Commission Expires June 21, 1999 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : WE, /r~ v' ~ //v/-· ///'/a~//-e. r" , and E ~- ~tx-~e'/1' ///,~7'7'-'~. the / ' witnesses whose names are attached to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testator sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Last Will and Testament as witnesses; and that to the best of our knowledge the testator was at the of sound mind and under no constraint or undue time 18 or more years of age, influence. (seal) Sworn or affirmed and subscribed before me by /~ ~'~ ,4/. /P],~ 7t~and / '~'~'o-~ ~J. ,/i/~ 7"7'e,t , witnesses, this t4~ day of ~, 1997. Notary i No~adal Seal . ~u.s~..n M.:.Grubb, Notary Public t ~ow~er.~llen IWp., Cumberland ColJllly · y L;ornmission Expires June 21, 1999 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Robert E. Beshore, II Date of Death: July 14, 2003 Will No. 2003-00611 Admin. No. 21-03-0611 To the Register; I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above captioned estate on August 27, 2003. Name and Address Joyce M. Beshore 509 Eutaw Avenue New Cumberland, PA 17070 Sherri L. Ross 1346 Sconsett Way New Cumberland, PA 17070 Jeffrey R. Beshore 1722 Sherwood Road New Cumberland, PA 17070 ~2 Notice has now been given to all persons entitles thereto under 5.6(a) except NONE. Date William L. Grubb, Esquire 3105 Gettysburg Road Camp Hill, PA 17011 (717) 763-5580 Counsel for the personal representative COHNONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF ZNDIV/DUAL TAXES DEPT. Z80601 HARRISBURG, PA 171Z8-0601 REV-I$,~5 EX AFP COg-OO) ZNFORNATZON NOTZCE AND TAXPAYER RESPONSE FZLE NO. Z1 05-0611 ACN 0~104613 DATE 02-12-2004 JEAN E BESHORE 521EUTAN AVE NEN CUMBERLAND PA 17070 ':30r(Jed'*~ST:?,OF ROBERT E BESHORE S S.~NO. 175-40-5559 DATE OF DEATH 07-14-2005 COUN~ CUMBERLAND TYPE OF ACCOUNT []SAVINGS []CHECKZNG [~]TRUST []CERTIF. REHZT PAYMENT AND FORHS TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NAYpOTNT BANK has provided the Department Nith the information listed beloa Nhich has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you ~era a joint o~ner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this ~orm and return it to the above address. This account is taxable in accordance ~ith the Inheritance Tax La~s of the Common#aalth CONPLETE PART 1 BELON ~ # # SEE REVERSE SZDE FOR FZLZNG AND PAYNENT ZNSTRUCTZONS Accoun~ No. 761276841 Data 09-27-1995 Established Accoun~ Balance 1 0,0 1 1.57 Percent: Taxable X 50 . 000 Amoun'l: Subjac* ~:o Tax 5,005.79 Tax Ra~a X .15 Pod:and:ia1 Tax Due 750.87 To insure proper credit to your account~ tho (Z) copies of this notice must accompany your payment to the Register of #ills. Hake check payable to: "Register of Rills, Agent". NOTE: If tax payments are made within three (3) months of the dacadent's date of death, you may deduct a 5Z discount of the tax due. Any inheritance tax due ail1 become delinquent nJna (9) months after the date of death. PART TAXPAYER RESPONSE CHECK ONE BLOCK ONLY PART TAX L/NE A. ~The above information and tax due is correct. 1. You may choose to remit payment to the Register of Rills ~ith tad copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Rills and an officio! assessment mill be issued by the PA Department of Revenue. B. ~ The above asset has been or ~il! be reported and tax paid ~ith the Pennsylvania Inheritance Tax return to be filed by the decadent's representative. C. ~The above information is incorrect and/or debts and deductions ~era paid by you. YOU must complete PART ~-Iand/or PART I-~beloN. Zf you ~ndice~a a differen~ ~ax ra~a, please s~a~a your rale~/onsh/p ~o decadent: RETURN -COMPUTATZON OF TAX ON JOiNT/TRUST ACCOUNTS 1. De~e Established 1 2. Accoun~ Balance 2 3. Parcan~ Taxable q. Amoun~ Subjec~ ~o Tax ~. Dab,s and Deductions 6. Amoun~ Taxable 6 ~'~ PART DATE PAID DE~TS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTTON AMOUNT PAID TOTAL (Enter on L/ne $ of Tax Computation) Under penalties of perjury, I declare ~hat ~ha fac~s I have reported above ara ~rua, corrac~ and compla*a *o /(ha bas* of my kno. ladga a.d belief. HOHE ( *? 1 ? ) ~ '] ~ ~/ ~ ~ TA~YER S[6NATURE TELEPHONE NUH~ER DATE COMMONHEALTM OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDZVZDUAL TAXES DEPT. ZB0601 HARRISBURG, PA 171ZB-D601 RE¥-).E~3 EX AFP C09-DO)t' ZNFORHATZON NOTZCE ~ AND TAXPAYER RESPONSE FZLE NO. 21 05-061! ACN OqlOq61q DATE 02-1Z-200q JEAN BESHORE 521EUTAN AVE NEN CUMBERLAND EST. OF ROBERT E BESHORE S.S. NO. 175-q0-5559 DATE OF DEATH 07-1~-2005 *'~°ONTy CUMBERLAND TYPE OF ACCOUNT [] SAVTNGS [] CHECK/NO [] TRUST [] CERTIF. REMIT PAYMENT AND FORMS TO: REGISTER OF NILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NAYPOZNT BANK has provided the Department with the information listed below which has been used in calculating tho potential tax due. Their records indicate that at the death of the above decadent, you ware a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain ~ritten correction from the financial institution, attach a copy to this fora and return it to the above address. This account ia taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may ba answered by callino (717) 787-8~Z7. COMPLETE PART 1 BELON # ~ ~ SEE REVERSE SZDE FOR FZLZNG AND PAYMENT ZNSTRUCTZONS Account No. 70002q10~ Date 06-25-1995 Established Accoun~ Balance 6~5.98 Percent Taxable X 50 . 0 0 0 Amount SubSect to Tax 521.99 Tax Rate X .15 Potential Tax Due qB. 50 To insure proper credit to your account, tHO (2) copies Of this notice must accompany your payment to the Register of Hills. Hake check payable to: "Register of Hills, Agent". NOTE: If tax payments are made within three (5) months of the decsdent's date of death, you may deduct a SZ discount of the tax due. Any inheritance tax due aiil bacoaa delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE CHECK ONE BLOCK ONLY PART TAX LTNE A. I IThe above information and tax due is correct. 1. You may choose to remit payment to the Register of Hills with two copies of this notice to obtain a discount or avoid interest, or you amy check box "A' and return this notice to the Register of Hills and an official assessment will be issued by the PA Department of Revenue. B. ~ The above asset has been or will be reported and tax paid ~ith the Pennsylvania Inheritance Tax return to ba filed by tho decedent's representative. C. ~Tha above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different ~ax rate~ please sta~e your re[et[onshtp to decedent: RETURN - COMPUTATZON OF TAX ON JOZNT/TRUST ACCOUNTS 1. Data Established 2. Accoun~ Balance ~. Percent Taxable q. Amount Subjec* *o ~, Deb~s and Deductions 7. Tax Ra~o 8. Tax Due PART DATE PAID DEXITS AND DEDUCTZONS CLAZMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line $ of Tax Computation) Under penalties of perjury, ! declare that ~he facts I have reported above are true, correct and complete to the best of ey knowledge and belief. · ~ E,: ., HOME (~('7) r) .'/:[_~ ~ / ,'~ , , / TAXP_~ER SIGNATURE TELEPHONE NUMBER ~'ATE/ Ms. Jean Beshore 521 Eutaw Ave. New Cumberlnd, PA 17070-1851 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003697 GRUBB WILLIAM L 3105 OLD GETTYSBURG ROAD CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 175-40-5359 FILE NUMBER: 2103-061 1 DECEDENT NAME: BESHORE ROBERT E II DATE OF PAYMENT: 03/18/2004 POSTMARK DATE: 03/1 7/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/14/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04104613 $225.26 REMARKS: CHECK//2503 ' SEAL TOTAL AMOUNT PAID: $225.26 INITIALS: JA RECEIVED BY' GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS JEAN E. BESHORE ,,~C/'"J ROBERT E. BEsHoRE II ~--~7 521 EUTAW AVE. 2313 - 2 5 0 3 0700024104 NEW CUMBERLAND, PA 17070 o COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003698 GRUBB WILLIAM L 3105 OLD GETTYSBURG ROAD CAMP HILL, PA 17011 ........ ford ESTATE INFORMATION: SSN: 175-40-5359 FILE NUMBER: 2103-061 1 DECEDENT NAME: BESHORE ROBERT E II DATE OF PAYMENT: 03/18/2004 POSTMARK DATE: 03/1 7/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/1 4/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04104614 $14.49 REMARKS: SEAL CHECK# 2504 TOTAL AMOUNT PAID' 4.49 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS JEAN E. BESHORE ROBERT E. BESHORE II 521 EUTAW AVE. NEW CUMBERLAND, PA 17070 ~7 2313 - 2 5 0 4 0700024104 BUREAU OF INDIVIDUAL TAXES TNHERZTANCE TAX DZVTSZDN DEPT. Z80601 HARRTSBURG, PA 17128-0601 JEAN BESHORE 521EUTAW AVE NEW CUMBERLAND COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT~ ALLONANCE OR DISALLONANCE OF DEDUCTKONS~ AND ASSESSNENT OF TAX ON JOINTLY HELD OR TRUST ASSETS RE¥-iSgi8 EX AFP C01-0S) PA 17070-1851 DATE 09-06-200q ESTATE OF BESHORE ROBERT DATE OF DEATH 07-1q-ZOOS FILE NUMBER Z1 03-0611 COUNTY CUMBERLAND SSN/DC 175-=]NT-'5359 HAKE CHECK PAYABLE AND R~ZT PAYMENT TO: REGISTER OF WiLlS CUMBERLAND CO COURT ROUSE CARLISLE, PA ~/1'7013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP (01-03) NOTZCE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOZNTLY HELD OR TRUST ASSETS DATE 09-06-Z00~ ESTATE OF BESHORE ROBERT E DATE OF DEATH 07-1~-2003 COUNTY CUMBERLAND FILE NO. 21 03-0611 S.S/D.C. NO. 175-~0-5359 ACH 0~10q61~ TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET ZNFORMAT/ON FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 70002~10~ TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 06-23-1995 Account Balance Percent Taxable X 0.500 Amount Subject to Tax 321.99 Debts and Deductions - .00 Taxable Amount 321.99 Tax Rate X .~5 Tax Due lq.~9 TAX CREDITS -' 6q3.98 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-17-Z00~ CD003698 .00 1~.q9 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE lq.~9 .00 .00 .00 KF ?AKD AFTER THKS DATE, SEE REVERSE FOR CALCULATKON OF ADDITKONAL KNTEREST. ( ZF TOTAL DUE KS LESS THAN $1~ NO PAYMENT KS RE~UKRED. KF TOTAL DUE KS REFLECTED AS A 'CREDKT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SKDE OF THIS FORH FOR KNSTRUCTKONS. ) PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (7Z P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. -- Make check or money order payable to: REGISTER OF NILLS, AGENT. A refund of a tax credit, which was net requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Office of the Register of Nills, any of the g3 Revenue Oistrict Offices or by calling the special gq-hour answering service for forms ordering: 1-BOO-56Z-ZOSO; services for taxpayers with special hearing and or speaking needs: Z-800-qqT-~OgO (TT only). Any party in interest not satisfied with the appraisement, allowance, ar disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within sixty (60) days af receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z&10Z1, Harrisburg, PA 17lIB-lOg1, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. gm0601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning eith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, Igsg bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .O0016q. All taxes which became detinquent an or after January 1, 1982 will bear interest at a rate which wiZZ vary from calendar year to calendar year with that rata announced by the PA Department of Revenue. The applicable interest rates for 1962 through ZOOq are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198~ ZOZ .O00SqB 1988-1991 11X .000301 ZOO1 9Z .O00Zq7 1983 16Z .OOOq38 199Z 9Z .O00Zq7 ZOOZ 6Z .ODOZ19 ZOO3 5Z .000137 198q 11Z .000301 199~-199q 7Z .00019Z ZOOq qZ .000110 1985 Z~Z .000356 1995-1998 9Z .O00Zq7 1986 lOg .O00Z7q 1999 7Z .O00Zgz 1967 9Z .O00Zq7 ZOOO BZ .O00Z19 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPAZD X NUHBER OF DAYS DBLZNI~UENT X DATLY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF TNDZV/DUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLO#ANCE OR DZSALLOHANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS RE¥-15~8 EX AFP C01-05) JEAN E BESHORE 521EUTAW AVE NEW CUMBERLAND PA 17070 DATE 09-06-200q ESTATE OF BESHORE ROBERT DATE OF DEATH 07-1q-2005 FILE NUMBER 21 05-0611 COUNTY CUMBER LAND SSN/DC 175-~0-5559 ACH MAKE CHECK PAYABffE AND R~ZT PAYMENT TO: ! REGISTER OF WILLS CARLZSLE, PA CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON dOZNTLY HELD OR TRUST ASSETS DATE 09-06-Z00~ ESTATE OF BESHORE ROBERT E DATE OF DEATH 07-1~-2005 COUNTY CUHBERLAND FILE NO. 21 05-0611 S.S/D.C. NO. 175-q0-5559 ACN 0~10~615 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 7612768~1 TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE DATE ESTABLISHED 09-27-1995 Account Balance 10,011.57 Percent Taxable X 0.500 Amount Subject to Tax 5,005.79 Debts and Deductions - .00 Taxable Amount 5,005.79 Tax Rate X .~5 Tax Due 225.26 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYHENT DATE 05-17-200q RECEIPT NUMBER CD005697 DISCOUNT (+) INTEREST/PEN PAID (-) .00 AMOUNT PAID 225.26 TOTAL TAX CREDIT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL ZNTEREST. ~ ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) ZZ5.Z6 .00 .00 .00 PURPOSE OF NOTICE: PAYMENT: REFUND [CR): OBJECTZONS: ADMZN- ZSTRATZVE CORRECTZONS: DZSCOUNT: PENALTY: ZNTEREST: To fulfill the requirements of Section Z[qO of the Znheritance and Estate Tax Act, Act Z$ of ZOO0. (71 P.S. Sect[on 91q0). Detach the top partion of th[s Not[ce and submit with your payment to the Register of Mills printed on the reverse side. -- Make check or money order payable to: REGISTER OF RILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Znher[tancm and Estate Tax" (RE¥-[313). Appt[cations are available at the Off[ce of the Register of Nil[s, any of the 13 Revenue District Offices or by calling the spec[aZ [q-hour answering service for forms ordering: 1-800-361-Z050; services for taxpayers with spec[a[ hearing and or speaking needs: 1-800-4fi7-3010 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deduct[ons er assessment of tax (including discount or interest) as shown on this Notice may object within sixty (60) days of race[pt of this Not[ce by: --Nfl[ten protest to the PA Department of Revenue, Board of Appeals, Dmpt. 18[011, Harrisburg, PA [7[ZB-IOZ1, OR --electing to have the matter determined at the audit af the account of the persona[ representative, OR --appeal to the Orphans' Caurt Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Rev[aN Unit, DEPT. 180601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid Nith[n three (3) calendar months after the decedent's death, a five percent discount of the tax paid is allowed. The 15X tax amnesty non-participation penaZty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty ts appealable in the same manner and in the the same time period as you mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum ca[cuZated at a da[ly rate of .000164. All taxes which became delinquent on or after January 1, 198Z N111 bear interest at a rate which wiLL vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1981 through ZOOq are: Interest Daily Interest Da[ly Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 [aZ .000548 198'~8-1991 llZ .000301 ZOO~ 9X .O00Zfi7 1983 16Z .000438 199Z 9Z .000247 ZOO[ 6Z .000119 1984 111 .000301 1993-1994 7Z .000192 2003 5Z .0fl0137 1985 13Z .000356 1995-1998 91 .000147 2004 qZ .000110 1986 [OZ .000174 1999 71 .000191 1987 91 .000247 2000 8Z .000Z19 --Interest is calculated as follows: ZNTEREST = BALANCE OF TAX UNPAI'D X NUNBER OF DAYS DELZNQUENT X DAZLY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, add[tionaZ interest must be calculated. \....ULlU..JCLLaHU \....VUUL..Y - .t'\.t::':::l.LoL..t::L Vl. V'I.L.L.Lo One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 6/06/2005 GRUBB WILLIAM L 3803 GETTYSBURG ROAD CAMP HILL, PA 17011 RE: Estate of BESHORE ROBERT E II File Number: 2003-00611 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 7/14/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~AMJ~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge ~ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: ROBERT E. BESHORE, I I Date of Death: July 14 2003 Estate No.: 21 - 03 - 0611 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the adminis1ration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No rn 2~ If the answer is No, state when the personal representative reasonably believes that the administration will be complete: September 30. 2005 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal represenlative state an account informally to the parties in interest? Yes 0 No 0 Date: July 11, c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be ;:hed to this report 0'~ ~~O ..~~ Signature Name Wi~liam L. Grubb, Esq. -' :::::> -, ...,., => = ".-..1 (5: I- er: r'C -:l '..; IJ_OC:'; oOe' ~ (f) ;;'~ 0:'" .c.:r, ':'.:i~fl~ <...:> :x:: L.L' &a; 0:3 <...:> 3803 Gettysburg Road Address Camp Hill PA 17011 763-5580 Telephone No. co M N x: 0- N Capacity: 0 Personal Representative IXl Counsel for personal representative uA In Re: Estate of BESHORE ROBERT E II ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00611 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: BESHORE JOYCE M Counsel for Personal Representative: GRUBB WILLIAM L Date of Decedent's Death: 7/14/2003 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 7/28/2006 Distribution: Personal Representative Counsel for Personal Representative Estate File In Re: Estate of BESHORE ROBERT E II ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00611 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: BESHORE JOYCE M Counsel for Personal Representative: GRUBB WILLIAM L Date of Decedent's Death: 7/1412003 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 7/28/2006 tJ ~,b--~I /':..zI~ VWtf1.llyJ fl~)']'~/. -vV Glenda Farner Strasbaugh Clerk of the Orphans' Court Distlibution: Personal Representative Counsel for Personal Representative Estate File SENDER: COMPLETE THIS SECTION COMPLETE THIS SECTION ON DELIVERY . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. 1. Article Addressed to: A. Signature Agent Addressee BESHOH.E JOYCE M 50:7 ETJTAW AVENUE NEW CtJMBEI~LAND PA 17070 Service Type o Certifled Mall o Registered o Insured Mail o Express Mall o Return Receipt for Merchandise DC.a.D. 4. Restricted Delivery? (Extra Fee) 2. Article Number (Transfer from service label) PS Form 3811, February 2004 7005 0390 0003 2638 8176 Domestic Return Receipt 102595-Q2-M-1540 UNITED STATES POSTAL SERVICE ~lR tt- First-Class Mail Postage & Fees Paid USPS Permit No. G-10 · Sender: Please print your name, address, and ZIP+4 in this box · 03--(j(ol/ f}JV() Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court County of Cumberland One Courthouse Square Carlisle, P A 17013 ': ;:: :it :: i: :; ii H t: H .1;: i i \"", II" 'I'" I" 'Ii, "" "1"\"1""" II; H Ii; H lI:li H; 11 HHH 11::i:l .., .., ...... .. ,.. Lt.:.. C) : p= (~) C':l \' L~ I L_: CL C_) " r " '--.,.... Li_l U~ INRE: : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS COURT DIVISION ESTATE OF ROBERT E. BESHORE, II DECEASED No. 2003 - 00611 STATUS REPORT UNDER RULE 6.12 Name of Decedent: ROBERT E. BESHORE. II Date of Death: JULY 14. 2003 Will No. Admin. No. 21-03-0611 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: September 30. 2006 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes_No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No. d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this r~ Date: Quo- \S- .~~ WJL...:, L. I ~ . Signature ("") C) William L. Grubb, Esquire 3803 Gettysburg Road Camp Hill, P A 17011 (717) 763-5580 C- X Counsel for personal representative t.,,'") Capacity: Personal Representative v::; =- = C"--J G Cumberland County - Register of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/31/2006 GRUBB WILLIAM L 3803 OLD GETTYSBURG ROAD CAMP HILL, PA 17011 RE: Estate of BESHORE ROBERT E II File Number: 2003-00611 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1/ 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/14/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, $~~#~ , / Glenda Farner Strasbaugh- Clerk of the Orphans' Court cc: File Personal Representative(s) \.....UllLUeI..Lana \...:ounty - rzeglster Ot Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240 - 6345 Date: 5/31/2006 BESHORE JOYCE M 509 EUTAW AVENUE NEW Cu1~BERLAND, PA 17070 RE: Estate of BESHORE ROBERT E II File Number: 2003-00611 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/14/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. 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"'Cl wo"'" (/\ 1 .~ ~ . gjr g Q) -H') - ) ~.....O ~ ~ ; :: vOV " (' .' ~ - (,.\ () iool C.I CI i') ,1\ ---1 15056051058 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY Cou nty Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT 21 03 File Number 00611 Date of Birth 175-40-5359 07/14/2003 07/29/1947 Decedent's Last Name Suffix Decedent's First Name MI Beshore II Robert E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Beshore Joyce M 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 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 4. Limited Estate 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes William L. Grubb, Esq. Firm Name (If Applicable) (717) 763-5580 REGISTER OF WILLS USE ONLY First line of address 3803 Gettysburg Road Second line of address City or Post Office State ZIP Code DATE FILED rv Camp Hill PA 17011 Correspondent's e-mail address:grubblaw@aol.com Under penalties of perjury, I declare that I have examined this retum, 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. SIGNATURE OF PERSON - ,'--'l/ AD R 09 Eutaw Avenue, New Cumb land, PA 17070 SltN..A.'~.' a~E!T PRE.PA~.<JrH , THA R ~RESE~TA. T.IV.E l.....-., I ---.:.... ....-/ ' ,. . .,.~_ , ADDRESS --~ . G/ 3803 Gettysburg Road, Camp Hill, PA 17011 . PLEASE USE ORIGINAL FORM ONLY DATE p' . ,;J - /5- V 6/._.. DATE :;::.:... --, ,.- ,..., f.. ~-' .. 2 .:-=___'-:__~'-________ Side 1 L 15056051058 15056051058 --.J ~ 15056052059 REV-1500 EX Decedent's Name: Robert E Beshore RECAPITULATION 1. Real estate (Schedule A). 2. Stocks and Bonds (Schedule B) 3 Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . 6. Jointly Owned Property (Schedule F) Separate Billing Requested . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested.. 7. 8. Total Gross Assets (total Lines 1-7). 9. Funeral Expenses & Administrative Costs (Schedule H). . . . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . ........ 11. 12. Net Value of Estate (Line 8 minus Line 11) . . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . 12. . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .O~ 7,688.46 16. Amount of Line 14 taxable at lineal rate X 0 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 19. TAX DUE. . . . . . . . 19 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 L Decedent's Social Security Number 175-40-5359 1. 2. 50.00 5. 19,472.78 8. 19,522.78 11,834.32 9. 11,834.32 7,688.46 7,688.46 000 16. 17. 18. 0.00 15056052059 ~ REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Robert E Beshore STREET ADDRESS 509 Eutaw Avenue 21 03 00611 DECEDENT'S SOCIAL SECURITY NUMBER 175-40-5359 -- ---- CITY New Cumberland I STATE PA I, ZIP 17070 Tax Payments and Credits: 1. Tax Due (Page 2 line 19) 2 CredltslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 000 Total Credits (A + B + C ) (2) 000 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (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) 0.00 5. If Line 1 + Line 3 IS greater than Line 2, enter the difference. This is the TAX DUE. B. Enter the total of line 5 + SA. ThiS is the BALANCE DUE. (5) (SA) (5B) 0.00 0.00 A Enter the Interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN IX"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 ~ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 ~ 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 January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (ill. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 PS !j9116 (a) (1.1) (iill. 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 twenty-one 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 zero (0) percent [72 P.S. 99116(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 four and one-half (4.5) percent, except as noted in 72 P.S. S~1116(1.2) [72 P.S. S9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling 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.1::>03 EX+ (6-98) . C;CMMO~IWEALTH OF PENNSYLVANIA i~IHERITANCE TAX RETURN RESIDENT DECEDE~n SCHEDULE B STOCKS & BONDS ESTATE OF Beshore, Robert E., II FILE NUMBER 21-03-0611 All property jointly-owned with right of survivorship must be disclosed on Schedule F, ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH US Savings Bond, Series EE 50.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 50.00 REV~15()3 EX+ (6~98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA i~IHERITANCE TAX RETURN '!ESIDENT DECEDENT ESTATE OF Beshore, Robert E. , II FILE NUMBER 21-03-0611 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 ITI=M NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1999 Jeep Grand Chreokee 14,14500 2 Waypoint Bank checking #700024104 321 99 3 Waypoint Certificate of Deposit #761276841 5,00579 TOTAL (Also enter on line 5, Recapitulation) $ 19,47278 (If more space is needed, insert additional sheets of the same size) REV-1E,11 EX+(12-99l* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-03-0611 ESTATE OF Beshore, Robert E., II Debts of decedent must be reported on Schedule I. ITEM NUMBER A DESCRIPTION AMOUNT FUNERAL EXPENSES: Stone & Murray Funeral Home 7,049.00 B. ADMINISTRATIVE COSTS: 1 Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 1,285.32 3 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Joyce M. Beshore Street Address 509 Eutaw Avenue City New Cumberland State PAZip 17070 Relationship of Claimant to Decedent spouse 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 11,83432 (11 more space is needed, insert additional sheets of the same size) RE\f1513 EX' (9.00) . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Beshore, Robert E, II NUMBER I RELATIONSHIP TO DECEDENT Do Not List Trustee(s) NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Joyce M. Beshore, 509 Eutaw Avenue, New Cumberland, PA 17070 spouse FILE NUMBER 21-03-0611 AMOUNT OR SHARE OF ESTATE 768846 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS (If more space is needed, insert additional sheets of the same size) TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 768846 INRE: : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS COURT DIVISION ESTATE OF ROBERT E. BESHORE,II DECEASED No. 2003 - 00611 STATUS REPORT UNDER RULE 6.12 Name of Decedent: ROBERT E. BESHORE. II Date of Death: JULY 14. 2003 Will No. Admin. No. 21-03-0611 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. Ifthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a fmal account with the Court? Yes_ No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No. d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with .the Clerk of the Orphans' Court and may be attached to ~is repo~", (),... ~i? ! Date.C?2t. "2. ZD.)~ ~ C GW . ~~. ::; . . C -TJ I Slgnature ~J~: W William L. Grubb, Esquire 3803 Gettysburg Road Camp Hill, P A 17011 (717) 763-5580 , ;::.._~)c) ) ;~-J ~-I~l ::0 .-0 --I ~J:'.::. Capacity: Personal Representative X Counsel for personal representative . - ~ <=> C> ::(; j-Tl (--) c::) _~D :) (h CJ C) I. n _ "::.:J C) ,-en c:) .., j 09-25-2006 BESHORE 07-14-2003 21 03-0611 CUMBERLAND 101 APPEAL DATE: 11-24-2006 ( See reverse side under Objections) A.ount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +- REY:is47-ix-AFP-ioi:osi-NOTici-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ROBERT E FILE NO. 21 03-0611 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~llCElqf INHERITANCE TAX FV... f;i'tj.. ~ ,.. ,. ,. :I'sE, '. '"I EMt-.. '. (. :A.,. LLOWANCE OR DISALLOWANCE '~':(-::\C'~'.~~~ AND ASSESSHENT OF TAX , :. '_ '~i, ) , ,._, -,,> 20ns Dei -2 ?N \2: 35 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN r'LI'""R'1 n;:::: - \- ..~, t" I I; tv ,!._ -.. \. ........ .,.. \ \'~\f""" r'(\\ H~lt OpO'-ILI1\j > ,-''.JV!I cu,\'~,~;~ ., (',r, ?(., WILLIAM L GRUBB ESQ 3803 GETTYSBURG RD CAMP HILL PA 17011 ESTATE OF BESHORE . REV-1547 EX AFP (06-05) ROBERT E TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED DATE 09-25-2006 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estata (Sch.dula A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgagas/Notes Recaivable (Schedule D) 5. Cash/Bank Deposit./Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Sch.dula G) 8. Total Assats (1) (2) (3) (4) (5) (6) (7) .00 50.00 .00 .00 19.472.78 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/AdII. Costs/Hisc. Expense. (Schedule H) 10. Dabts/Hortgaga Liabilities/Liens (Schedule I) 11. Total D.ductions 12. Net Value of Tax Return 13. Charitable/Gover~tal Bequasts; Non-elactad 9113 Trusts 14. Net Value of Estata SUbjact to Tax 11,834.32 (9) (10) .00 (11) (12) (13) (14) (Schedule .J) NOTE: To insure proper credi t to your account, subIIit the UPPer portion of this fora with your tax paYllent. 19,522.78 11.8~4 3? 7,688.46 .00 7,688.46 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. AllDunt of Une 14 at Spousal rate (15) 7,688.46 X 00 = .00 16. AllDUnt of Line 14 taxabla at Un..l/Class A rate (16) .00 X 045 = .00 17. AllDunt of Une 14 at Sibling rata (17) .00 X 12 = .00 18. AIIOunt of Une 14 taxabla at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 DATE AHOUNT PAID NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .00 .00 .00 \\) ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REIlUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)