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Home My WebLink About02-09-12J 1505610105 REV-1500 lax to2_>t, iFt> PA Department of Revenue Pennsylvania OFFICIAL USE ONLY ,E°~>,„'.^ ~~~ °^ ~ County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX z8o6o> Harrisburg, PA a,9>.28-0601 RESIDENT DECEDENT ZI ~~ 8 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 202-42-5806 01/17/2011 12/25/1950 Decedent's Last Name Suffix Decedent's First Name MI REEP SCOTT H (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 REGiSTEF~ OF WiLL~ FILL IN APPROPRIATE OVALS BELOW OD 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) O1D 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of WiII) (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 Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name daytime Telephone Number THOMAS E. FLOWER (717) 243-5513 .~ , First Line of Address FLOWER LAW, LLC Second Line of Address 10 W. HIGH ST City or Post Office CARLISLE State ZIP Code PA 17013 Correspondent's a-mail address: TOM@FLOWER-LAW.COM REGISTER OF USE ONLi ~ ~ ~~ t ~ ~ ~ ~ ~ -? C:1 `-ta ~ U i ..i C --"= =~:~ -~~ ~ DATH FILED r~,~ ~"j `T 1 t C'-'; t'^ 'i7 . ~- ~ ~;-~ .~ ~~ -t-t ~-:~ C r- !'?'t v7 (~ unaer penaitles 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. SIGNATURE O ~ SflN RESPON~..E FOR FILING RETURN DATE ~ , H. REEP, 56 S. CORPORATION ST., NEWVILLE, PA 17241 ~ 9' v r cr~rntK II'iHN Kti'KtSENTATIVE DATE ~`~ 01 /30/2012 FLOWER LAW, LLC; 10 W. HIGH ST., CARLISLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 1505610205 REV-1500 EX (FI) Decedent's Name: SCOTT H. BEEP Decedent's Social Security Number 202-42-5806 RECAPITULATION 1. Real Estate (Schedule A) .......................................... ... 1. 82,200.00 2. Stocks and Bonds (Schedule B) .................................... ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 250.00 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 82,450.00 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. 6,751.50 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. .. 10. 76,089.10 11. Total Deductions (total Lines 9 and 10) ............................... .. 11. 82,840.60 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 0.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 0.00 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable at lineal rate X .0 _ 16 17. Amount of Line 14 taxable at sibling rate X .12 17 18. Amount of Line 14 taxable 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 O Side 2 L 1505610205 1505610205 REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: UtGtUtN I J NAMt _---- SCOTT H. REEP STREET ADDRESS _ _ _ _ _ _ __ 56 S. CORPORATION STREET clTV NEVWILLE sTATE ' zIP PA 17241 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 2. Credits/Payments A. Prior Payments B. Discount Total Credits (A + B) (2) 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 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 0.00 0.00 0.00 0.00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred .......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income ............................................ ^ c. retain a reversionary interest .............................................................................................................................. ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ................................................ . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE i T AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (01-10) Pennsylvania SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: SCOTT H. REEP 21-11-0453 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the 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. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1• DWELLING HOUSE AND LOT, 56 S. CORPORATION ST., NEWVILLE BOROUGH, CUMBERLAND COUNTY, PA, TAX PARCEL 27-20-1756-051, ASSESSED AT 100% OF FMV 82,200.00 TOTAL (Also enter on Line 1, Recapitulation.) I $ 82.200.00 If more space is needed, use additional sheets of paper of the same size. TaxDB Result Details Page 1 of 1 Detailed Results for Parce127-20-1756-051. in the 2010 Tax Assessment Database DistrictNo 27 Parcel ID 27-20-1756-051. MapSuflix HouseNo 56 Direction S Street CORPORATION STREET Ownerl REEP, SCOTT H C/O PropType RA PropDesc LivArea 1200 CurLandVal 22000 CurImpVal 60200 CurTotVal 82200 CurPrefVal Acreage .08 CIGrnStat TaxEx 1 SaleAmt 1 SaleMo O 1 SaleDa 26 SaleCe 19 SaleYr 94 DeedBltPage 0036T-00912 YearBlt 1900 HF File_Date 12/28/2004 HF Approval_Status A http://taxdb.ccpa.net/details.asp?id=27-20-1756-051.&dbselect=l 1/25/2012 REV-i5o8 EX+ (11-10) Pennsylvania DEPARTMENT Or REVENUE INHERrrANCE TAX RETURN RESIDENT DECEDENT SCHEDt~LE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: SCOTT H. REEP 21-11-0453 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. Ir more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-Q9j Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCETAxRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER SCOTT H. REEP 21-11-0453 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' EGGER FUNERAL HOME, NEWVILLE, PA, CREMATION AND BURIAL 2,000.00 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: 1,000.00 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) 3,500.00 Claimant JOSHUA H. REEP _. _. _ _ _ __ Street Address 56 S. CORPORATION ST --- _ _ City NEVWILLE _ State PA ZIP 17241 Relationship of Claimant to Decedent SON 4• Probate Fees: 251.50 5• Accountant Fees: 6• Tax Return Preparer Fees: 7. TOTAL (Also enter on Line 9, Recapitulation) I $ 6,751.50 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-0$) Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILTTIES & LIENS RESIDENT DECEDENT __-- ESTATE OF FILE NUMBER SCOTT H. REEP 21-11-0453 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses, ~~ niuie opa~e is neeaea, insert aaamonal sheets of the same size. Statement Date: 01!12/11 Property Address: 56 S CORPORATION ST NEWVILLE PA 17241-1419 ,~ r~~``wa`f'.~l 'RaM1'~~~~.{&pSj~d~y~.J~~k~.~4>•3~1~e`.n~ l~s~ j+pe of Mortgage ~~ FIXED RATE LOAN Prir~l g~~ $76,Q89.10 Interest Rate 8.50604% Interest Year to Date $0~~ - ~ ~ PAYMENTS MONT1ttY RECENED PAYMENT AMOUt4T pad 02/06/11 Payment $715.06 Total Mortgage Payment $715.06. Past Due Amount $715.06 Total Amount $1,130.12 Page 1 of 3 ~~. CitiMortgage C't) ,~}°, ....4.. }.?.,?;~ , .`NV&.' a k .. S) .,t N. :... ,5~`.., 1.... .nFi.* M~..7 ~~: ~ Jv. jd..ei ;~ti. St 50079D-265040122011 AP01-01 M2111-18-000029-1 'nlllll llh'IPrh'Ihlill'hllh'IIINlhllliilh'1'h"nlhl SCOTT h REEP ~ 56 S CORPORATION ST NEWVILLE PA 17241-1419 i~ ~~ Visit us at www.citimortgage.com! ~=" . . • If you do not wish to receive future informations! notices please contact the Banknrptcy Service Center. THiS MORTGAGE ACCOUNT STATEMENT IS FOR INFORMATIONAL PURPOSES ONLY, AS THIS DEBT MAY HAVE BEEN INCLUDED IN A BANKRUPTCY ACTION, OR MAY HAVE BEEN DISCHARGED. THIS IS NOT AN ATTEMPT TO COLLECT, REGOVER, OR OFFSET THE MORTGAGE INDEBTEDNESS AGAINST YOU PERSONALLY. ------------------ Account Number: 1 1 203 83 4 1 7-2 SCOTT H REEK Please designate how you want us to appy arty additional funds. llndesigneted funds first pay outstanding urxxrllected interest, current late rdrerges erd fees,llren principal. Once paid, additional funds cannot bd rntumed. Please check box to indicate mailing address/phorre number changes and eater oo reverse side. Irrctude account number on check and make payable to: 11611111.olellelellllllllll"IIIIIIIIIIJeeI"illllll'lllll"1'P CITIMORTGAGE, INC. PO BOX 183040 COLUMBUS Oh 43218-3040 CITIMORTGAGE RESERVES THE RIGHT TO SUPPRESS ACCESS TO THE MORTGAGE WEBSITE. For routine questions regarding the servicing of your mortgage loan, please call our Customer Service department at 1-800.283-7918. 1f you trove a complaint or concern that you have been subjected to unfair kmding practices in relation to a mortgage loan or other financial product a service that you obtained through our comparry or a third party, pl~se call our Fair Lending Hotline at 1-866-309-1054. Due to y~r~rld processing, payments received between 10 p.m. and Midnight ET on December 31,2010, are posted in January 2011, but credited for December 31,2010: A lax and interest statement for 2010 income tax purposes is either enclosed with this monthly statement o<will be mailed separately tN January 31,2011. To protect your identity, your fuR social security number will not be printed on the document but wiA be used in IRS r~~ng- z `-' z z z z ~~ z~ z z z r 0 Y m U Due Date: Total Amount Due: t72I08l11 51,430.12 See detat below: Additional Principal: ~ s Additional Escrow: ~ ~ If Payment Received After'. 0?121111 Add tale charge of: 535.75 ^ ~; Total Amount Enclosed Please do not send cash. Please allow 7 to t 0 days for postal delivery. To ensure timely processing of your mortgage payment, pi~se use the enclosed envelope and coupon. Do not include account in~riries with your payment. Q112U3634172 QDQa0715U6 ^OOQ146587 0000143012 ~~t ~i1i ~n~ C~1P.~t~ttt~~ OF SCOTT H. BEEP I, SCOTT H. REEP, of 56 South Corporation Street, Newville, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executor or Executrix, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses. and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death,. out of, my residuary estate. SECOND: I give my entire estate, be: it real, personal or mixed of whatsoever kind and wheresoever situate to my parents, HAROLD,L. REEP, and CAROL V. REAP, or the survivor, with the expectation that they will expend those funds to preserve my home at 56 South Corporation Street, Newville, Pennsylvania, with the intention that my parents may reside in that home for the duration of their lives, or as long as their health permits them to reside there. It is my belief and expectation that my parents will invest said funds and use the income therefrom d th i l i an e pr nc~a , f r -,~ ~ .> ~ o . _ ~.~ ~ , z; _7D ar« r 'i C~ ~ ~ r ...._ 1~ 1. ..) -~) ~ ~ j C~ ~ ~- ~ .~, :. .. l ~ _.. .. . - . ~ ,~ C. ,J 1 ~ 4 ~ ri"t ]9 . a'. ~?7 Q - .. - v ' ,. .. t`. y. ~ ~ 1 LASTLY: i nominate, constitute and appoint my parents, HAROLD L. REEP and CAROL V. REEP, or the survivor, to be the Executor of this my.Last III and Testament. Should my parents be unable to act for any reason, then I appoint FARMERS TRUST COMPANY, to act as Executor their place and stead. No executor shall be required to fife a bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 9 i~'H day of M A`~ , 1994. ~. ~ Scott H. Reep SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: /r.' / ~,: 4 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss I, SCOTT H. REEP, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that 1 signed and executed the instrument as my Last Wilf; that 1 signed it willingly; and that 1 signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowl dged before me, by SCOTT H. BEEP, the Testator, this 11"'#` day of "~ 1994. ~~~~, ~ Scott H. Reep, T stator '~., Lc.,s c_ `_ -~ ~•,.s: Lam: -~ l ry Public NOTARIAL. ~Ek= jEfl1=SA J. BtlRKFk()LDE~, ~'~i~~ f~t;'~i~ Carflste, Cumberland Cour-:y, Fa. . MY:CQmmission Expires Fela. i~, t~9s 5 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, ~~~L~~ F~~cy~C~a~ and JP~Es ~.~-~~wfQ. SR ._ , the witnesses whose names are signed to the attached or 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; that SCOTT H. REEP signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that 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 J.Ae`c-~~~z`~ ~~ ~ ~ ~,~ ~zf and ~{~ ~s ~ _'~-~av~~~+2. , .~~ . this i t~"- day of ~ 1994. r Witness ----~, NOTARIAL SEAL TERESA J. SURKFiOL~ER, Notary Pa~~ Car1i81a, CamC~er{s~nd jaunty, Fa. . M C~mmla~on ro~ Rsb. t;:, t~;. . 6 ry Public