HomeMy WebLinkAbout03-19-13
.1 1505610105
REV-1500 EX(02-u)(FI)
PA Department of Revenue pennsylvania~~ USE ONLY
Bureau of Individual Taxes oEP.a, EN,oF INHERITANCE TAX RETURN Cmnty Code Year File Number
PO BOX 2806o1
_ Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
200-64-3533 03/43/2012 02/18/1971
Decedent's Last Name Suffix Decedent's First Name MI
Beidel Michael 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
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
(3K) 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)
CW 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
William A Beidel (717)74-3383 M
® e;7) Cl~
I I~qF WM USE"ONL•-'
G7
First Line of Address CO
50 Bobcat Rd
Second Line of Address s
o,
City or Post Office State ZIP Code DATE F &D
Carlisle PA 17015
Correspondent's e-mail address: bbeidel(ft mail.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.
SIGNATURE OF P~ SO ESPONSIBLE F R I ING RETURN DATE
`?i / . R A - 04_ zi 03/18/2013
ADDRESS
S c) C <;k, 4'1-1- 9 J ~,_C. (1I .sIN P1 17
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
L,~, 1505610105 1505610105
1505610205
REV-1500 EX (FI)
Decedent's Social Security Number
Decedent's Name: Michael L Beidel 200-64-3533
RECAPITULATION
1. Real Estate (Schedule A) 1. 0.00
2. Stocks and Bonds (Schedule B) 2. 0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. 0.00
4. Mortgages and Notes Receivable (Schedule D) 4. 0.00
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6,862.85
6. Jointly Owned Property (Schedule F) O Separate Billing Requested 6. 0.00
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested........ 7. 0.00
8. Total Gross Assets (total Lines 1 through 7) 8. 6,862.85
9. Funeral Expenses and Administrative Costs (Schedule H) 9. 2,736.50
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule 1) 10. 557.32
11. Total Deductions (total Lines 9 and 10) 11. 3,293.82
12. Net Value of Estate (Line 8 minus Line 11) 12. 3,570.03
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. 3,570.03
TAX CALCULATION - 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 .0_ 0.00 15 0.00
16. Amount of Line 14 taxable
at lineal rate X .0 _ 0.00 16. 0.00
17. Amount of Line 14 taxable
at sibling rate X .12 428.40 17. 428.40
18. Amount of Line 14 taxable
at collateral rate X .15 0.00 18 0.00
19. TAX DUE .........................................................19. 428.40
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p
Side 2
1505610205 1505610205
REV-1500 EX (FI) Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
Michael L Beidel
STREETADDRESS
210 East Orange St
CITY STATE ZIP
Shippensburg PA 17257
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 428.40
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest Total Credits (A + B ) (2) 0.00
(3) 0.00
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. (5) 428.40
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 ❑ 1111111
b. retain the right to designate who shall use the property transferred or its income ❑ 11111111
c. retain a reversionary interest ❑ 0
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? ❑ 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? ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent [72 P.S. §9116 (a) (1.1) (i)].
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)]. 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.
;EV-rice Ex • (tWl
SCHEDULE E
COMMOW*ALTH(FPMWYLVAM CASH, BANK DEPOSITS, & MISC.
MiMAKE TAX RETM
PERSONAL PROPERTY
ESTATE OF r~ FILE NUMBER
include the proceeds of fitgation and the date the proceeds were received by the estate All property joind"wned with the right of survivorship must be disclosed on Schedule F.
ITEM
L VALUE AT DATE
NUMBER r ! DESCRIPTION ` OF DEATH
t",'lr`rn~c'~ j ~S 1 Fecf rs.t Li~Lltt L)r b'u LhGG~Iwy ~ ~ ~G
/ l
i t C=l~ ~r.'G~ 1 t,° I tau f «h P,19 C' 'Ii- I c- 14 -7 Z' 3 V
L Q h ( 5 C6 Ya e -e
y
14
eke" Ll" f
G:
I
1
I
TOTAL (Also enter on line 5, Recapitulation) $
J
sf more soave is needed, insert additional sheets of the same size')
REV-1511 EX+ (10-06)
w ' SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
t.
Sc,VY.j f°r i ~ c k r i I`L1 r1 ri Lr Y"a-i, . 1.,%
S7
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City _ State Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6• Tax Return Prepp'arer's Fees 1
7. ~ ~j 71. flam'
L 1 1 ~l t1 l E.'~•t'r~ C~ ~ F✓.- E'i ~l C G{ j~~
TOTAL (Also enter on line 9, Recapitulation) s
77
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-08)
Pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION OF VALUE E DATE
DEATH
1 C' Vi
e 'It
V-k
u c ~3t erg r` ~-V\
TOTAL (Also enter on Line 10, Recapitulation) $ ell
If more space is needed, insert additional sheets of the same size.
I STATEMENT OF ACCOUNT
,I
CORNERSIONE !NOTICE,
SEE CAST PAGE FOR IMPORTANT
INFORMATION REGARDING YOUR
PO Box 1181, 5 Eastgate Drive, Carlisle. PA 17013 RIGHTS TO DISPUTE BILLING ERRORS
Telephone (717) 249-1661 Fax (717) 249-8208 NOTICE
SEE LAST PAGE FOR IMPORTANT
INFORMATION IN CASE OF ERRORS OR
18 7312 CO-ATM-1512 t10 QUESTIONS ABOUT YOUR ELECTRONIC
MICHAEL L BEIDEL TRANSFERS IDENTIFIED WITH LETTERS'EFT'
210 E ORANGE ST - 1ST FL
SHIPPENSBURG PA 17257 Account Number
4480
III I 1IInlilt 11if lilt I111111I1III1lilt I IIIIInis 11111nl1lnl
Statement Period
03/01/2012 - 03/31/2012
TRANSACTION
DATE TRANSACTIONDESCRB'TION TRgNSAC'ITON PRIN~W pq,*7yNSEryTS FINA`CE
AMOIJI~T qND CREDITS CHARGE BALANCE.
SHARE O1..REGULAR SHARE ACCOUNT
03-01 Previous Balance
> A Dividend of .05 will be posted to this account on APR 01 < 65.86
03-31 New Balance
Year-to-Date Dividends this account 65.86
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
SHARE 07..SHARE DRAFT ACCOUNT
03-01 Previous Balance
03-02 DEPOSIT 4623.24
TYCO ELECTRONICS-PAYROLL TY 866.10 EFT 5489.34
03-05 DRAFT # 1022 0036090404 -535.50
X03-12 WITHDRAWAL 4953.84
03-16 DEPOSIT -2000.00 2953.84
TYCO ELECTRONICS-PAYROLL TY 428.35 EFT 3382.19
03-20 DRAFT # 1023 -2650.00
732.19
NGL Ins Group-CK Payment
03-22 WITHDRAWAL -74.18
FIRSTENERGY OPCO-ACH 658.01
03-22 WITHDRAWAL -320.39
VISA-,PAYMENT 337 62
> A Dividend of 1.10 will be posted to this account on APR 01 <
03-31 New <Balance
Year-to-Date Dividends this account 337.62
.1.32 «
Draft# Amount Draft# Amount Draft# Amount Draft# Amount
1022 535.50 1023 2650.00
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Total Dividends Earned This Year $ 1.37
Total Loan Interest Paid This Year $ .00
- - - - - - - - - - - - - - - - -
Low Rates For Your Grand Plans
We've lowered our Home Equity rates so now is the time to put, your plans into
action! If you've been wanting to make some improvements around your house, wait
no longer. Also, if you're sitting on a high rate mortgage and have less than 15
years left to pay, give us a call. We may be able to lower your rate or cut your
term by-a-few months. Check out these rates:
Term 80* loan-to-value 851 loan-to-value
1-60 mo. 3.250 APR* 3.50%
61-84 mo. 3.75%
85-120 mo. 4.25%
4.00%: 4.75%
121-180 mo. 5.25.
*APR=annual percentage rate. Subject to Loan Policy Guidelines. Call for details
St
MEMBERS V
FR11PKn1.CRR1)1T UNt0N
Walnut Bottom
1166 Walnut Bottom Road
Carlisle PA 17013
Inquiries Call: 717-249-4666
Acct XXXXXXX647 BEIDEL,MICHAEL L
Eff: 09/17/12 Date: 09/17/12
Tlr: 1844 Time: 4:24pm
Withdrwl from CHECKI GCML t
Prev Bal: . 58.92
Amount: 58.92
New Bal: 0.00
Saq: #426929
Deposit to REGULAR SAVINGS 0000
Prev Bal: 284.20
Amount: 58.92
New Bal: 343.12
Seg: #426930
Authorized by
ID Source:
Drv Lic
SigCard
I SS B.nown
i_L_, Other
':1SA Balance Transfer 1.90`% APR NO
balance transfer fees. Ask an associate
:or more cetails.
MICHAEL L BEIDEL
RECEIPT FOR PAYMENT
GLENDA FARMER STRASBAUGH Receipt Date: 8/03/201
Cumberland County - Register Of Wills Receipt Time: 12:22:15
One Courthouse Square
Carlisle, PA 17613 Receipt No.: 1070867
BEIDEL MICHAEL L
Estate File No.: 2012-00845
Paid By Remarks: WILLIAM A BEIDEL
HMW
- - - - - Receipt Distribution
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 20.00 CUMBERLAND COUNTY GENERAL FUN
WILL 15.00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 8.00 CUMBERLAND COUNTY GENERAL FUN
JCS FEE 23.50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN
Check#k 621
$71.50
Total Received......... $71.50
_:twt OF SHIPPENSBURG ACCount Id: SU05900-0
- 129 PrWertV LOC: 210 E. ORANGE ST.
AYETTE ST. Book/Paae: 103/ 0580
-=~?FNSBURG. PA 17257-0129 Block/Lot:
Billing Date:
Due Date: 07/11/__
::!DEL. MICHAEL =?NAL BILL
Z. ORANGE ST.
-iIPPENSBURG. PA 17257-2006
'mazer Previous Asa i ante : _
Current Charges: 38.217
penal tv : 0.0.,__
38-20
~3ou~ -Reading - 41- ,ewer-~r-evious aalance:-
4 iia Lc _ v~ i v1i.L iu i cia
Penalty: 0.n^
Current Reading: 42 Total:
44.55
7eadina Date: 06/11/12
_cvcie Previous Balance: 0.00
_urrent Charges: 7.00
-
-
~tutBAi A. IBIP- As T.. ~:.1 .
37611n6rat Rod ~ Ll i
{
(Earlislr. 11A 17III3 ate 7-1 1 1 evious Balance: 0.00
71743-24BII ~~t3 ~f urrent Charges: 42.00
{ # Penalty: 0.00
Ike r 'j C s! { r' !a Total -------d2 00
06~4 Of
rf,
1 r! 6'..
a} CORNERSTOM€
11 Federal.CreditUnior
P.B. Box 1181, Carlisle, PA 17013
( 1€
i~ nl.Z tit ~y CJ L ~j l tr f ~ r
r Total Due: 131.75
~e 2 3 138 76 28ss 06 20 50 3300u■ 06 20 E
wM L?EEfmf EATER -Es. It:C
BOROUGH -OF SHIPPENSBU;:_
P. 0. BOX 129 FINAL B--!--
Ill N. FAYETTE . .
SHIPPENSBURG. PA 17257-0129 Due Date: 07/11/12
ccount Id: 3005900-0 dater: 38.20
'_ocation: 210 E. ORANGE ST. =ewer: 44.55
30ok/Paae: 103/ 0580 Recycle: 7.00
31ock/Lot: ,rash: 42.00
Billing Date: 06/11fi
Total Due: 131.75
Insured Copy
Exc Insurance
hange
Erie
Member Insurance Group Mail Date: 07/31/2012
100 Erie Ins. PI. • Erie, PA 16530
Final Statement of Policy Balance
Named Insured
MICHAEL L BEIDEL
C/O WILLIAM BEIDEL Policyholder Name: MICHAEL L BEIDEL
50 BOBCAT ROAD l
CARLISLE PA 17015 Policy Number: Q542204778
Policy Type: Home Protector
13415278 Balance Prior to Cancellation: $478.00
AA7167 Cancellation Credit:
$447.00 CR
Final Balance: $31.00
- - Due Date: Immediately
AmounYDue: - -$31.00
You were previously notified that the above-referenced policy would terminate or terminated effective
07/16/2012.
By this notice, we are confirming that your policy is cancelled, and any coverage provided therein will
terminate or terminated on 07/16/2012.
Additional premium payments will not result in the reinstatement of this policy.
Contact your Agent if you need assistance in obtaining replacement coverage.
Want to pay this-bill online?-Go :o-:ww.erieinsurarce.com,-Pay_My Bill and make a-convenient, secure on-line payment.
Other bill paying options are also available on our Web site. Contact your Agent with questions or coverage changes.
Fees will be added for any returned payments and included on future invoices.
Detach Here P00007 Keep top portion for your records / Return bottom
portion with your payment
MICHAEL L BEIDEL Detach Here
C/O WILLIAM BEIDEL Ag
Agent Number. ency Name P7WOLFE INSURANCE INC
50 BOBCAT ROAD Agency Phone: Mail Date 07/31/2012
(717) 776-5213
CARLISLE, PA 17015 Policy Number. Q542204778 Due IMMEDIATELY
Policy Type: Home Protector AMOUNT DUE $31.00
Please Write Your Policy Number On
Your Check and Make Payable to:
Address Change: ERIE INSURANCE GROUP Amount You Are Paying $
❑ PERMANENT ❑TEMPORARY
100 Erie Insurance Place
Erie, PA 16530
PLEASE DO NOT WRITE BELOW THIS LINE
PHONE(
_
010171675422047789961800000004000310000003100