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Home My WebLink About10-03-13 � 1505611185 RE'V-1500 EX(02-11)(FI) PA DeFiartment of Revenue OFFICIAL USE ONLY County Code Year File Number Bureau of Individual Taxes PO BOX 280601 INHERITANCE TAX RETURN 21 13 0 4 4 2 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW SOCial SeCUflty Numbef Date Of Death MMDDYYYY Date Of Birth MMDDYYYY 198-30-1541 11212012 0518194� DecedenYs Last Name Suffix DecedenYs First Name M I BEISTLINE JAMES R (If Applicable) Enter;iurviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M I BEISTLINE (Deceased 3/22/2013) BARBARA S Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 188-32-3703 REGISTER OF WILLS FILL IN APPROPRIATE E�OXES BELOW � 1. Original Return � 2. Supplemental Return � 3. Remainder Return(Date of Death Priorto 12-13-82) ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise(date of ❑ 5. Federal Estate Tax Return Required death after 12-12-82) a6. Decedent Died Testate � 7. Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.j ❑ 9. Litigation Proceeds Received ❑ 1�• Spousal Poverty Credit(Date of Death ❑ 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule0) CORRESPONDENT- THWS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number RICHARD C - SNELBAKER, ESQ 717-697-8528 REGISTER OF WILLS USE OI� n s r .R � C-, .' � :> First Line of Address t t = � ` ' __ .,� : � r�� _ ,..� s 44 WEST MAIN STREET � � : � �r, , ' R Second Line of Address - �? ' - . _ , . C:= _„y, ._ .. P • 0 . B 0 X 318 f , �:' ` ' �:�_ i . � _ City or Post Office State ZIP Code � �oaTe Fi�eo : � , MECHANICSBURG PA 17055 ,`' � � c�� ' -�; CorrespondenYs e-mail address: Under penalt' of perjury, 1 declare that I have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,co e t d com Ie e. eclaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATUR ER ES SIBLE FOR FILING RETURN DATE �` � ADDRES ANDREW MOTTE�, EXECUTOR 104 EAST SIMPSON STREET, riECHANICSBURG, PA SIGNATUR R �OTHERTHANREPRESENTATIVE DAT 1JOS5 ��u��4.L,� 1�� 'I 3 ADDRESS RICHARD C • SNELBAKER , ESQUIRE 44 WEST MAIN STREET, MECHANICSBURG, pA PLEASE USE ORIGINAL FORM ONLY 17055 Side 1 � 15 0 5 61118 5 OM4647 3.000 15 0 5 61118 5 � � � 15�5611285 REV-1500 EX(FI) DecedenYs Social Security Number 198-30-1541 DecedentsName BEISTLINE JAMES R RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . � � • �0 2. Stocks and Bonds(Scheduie B) . . . . . . . . . . . . . . . . . . . . . . . . . 2. � • �� 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C), . . , . 3. � • �� 4. Mortgages and Notes Receivable(Scheduie D) . . . . . . . . . . . . . . . . . 4. � • �� 5. Cash, Bank Deposits and Miscellaneous Personai Property(Schedule E) , , , , , 5. 5,15 3 • 0� 6. Jointly Owned Property(Schedule F) � Separate Billing Requested , , , , g, 0 • �� 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested . . . . 7. � •�� 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . g. 5,153 • 00 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . g. ],,213 • 5� 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) , , , , , , . . , �p. 6,57 6 •�1 11. Total Deductions(total Lines 9 and 10). . . . . . . . . . . . . . . . . . . . . 11. �,7 9 0 • 21 12. Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , , , , , , , , , , 12. (2,637 • 21) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J). . . . . . . . . . . . . . . . 13. � • �� 14. Net Value Subject to Tax(Line 12 minus Line 13) , , , , , , , , , , , , , , , 14. �2,6 3 7 - 2�,) TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers un er Sec.9116 (a)(1.2)X.O� � -�� 15. 0 • �� 16. Amount of Line 14 t xable at lineal rate X.0 4� � •0 0 16. � •�� 17. Amount of Line 14 taxable at sibling rate X.12 � • �� 17. � • �0 18. Amount of Line 14 taxable at collateral rate X.15 � .�� 1 g. � • �� 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. � • �� 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1505611285 1505611285 � OM4648 3.000 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 13 �4 4 2 DECEDENT'S NAME BEISTLINE JAf1ES R STREET ADDRESS T A R CUMBERLAND COUNTY CITY STATE ZIP MECHANICSBURG PA ],7055- Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) � •�� 2. Credits/Payments A. Prior Payments � • �� B. Discount 0 • �� Total Credits(A+B) (2) � • �0 3. I nterest (3) � • �� 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in box 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) � • �� 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 . . . . . . . . . . . . . . . . . . . . . . . X 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . � 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.�91 16 (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. 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 chiid 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 decedenYs 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. OM4671 2.000 REV-1506 EX+(0&12) pennsyivania SCHEDULE E DEPARTMENTOF REVENUE CASH, BANK DEPOSITS 8� MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: James R Beistline 21 13 0442 Include the proceeds of litigation and lhe date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disciosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2000 Lincoln Towncar 5,153.00 Kelly Blue Book value (see attached appraisal) TOTAL(Aiso enter on line 5,Recapitulation) $ 5,153.00 2wasnD 2.00o If more space is needed,use additional sheets of paper of the same size. RE�-,5„Ex'"a°9, SCHEDULE H pennsylvania DEPAR7MEMOF REVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDEM DECEDENT ESTATE OF FILE NUMBER James R. Beistline 21 13 0442 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: � None B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. attorney Fees: Snelbaker & Brenneman, P.C. 1,100.00 3. Family Exemption:(If decedent's address is not the same as claimanYs,attach e�lanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 113.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. None TOTAL(Also enter on Line 9,Recapitulation) $ 1 213.50 swasn�z o0o If more space is needed, use additional sheets of paper of the same size. REV-1512EX+�,2_oe> SCHEDULE 1 pennsyivania DEPARTMENTOF REVENUE DEBTS OF DECEDENT, INHERITANCETAXRETURN MORTGAGE LIABILITIES 8� LIENS RESIDEM DECEDENT ESTATE OF FILE NUMBER James R. geistline 21 13 0442 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medicai expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �� Andrew Motter payoff on auto loan 6,576.71 TOTAL(Also enter on Line 10,Recapitulation) $ 6 57 6.71 ewasnH z.000 If more space is needed, insert additional sheets of the same size. REV-1513EX+(01-10) SCHEDULE J pennsylvania DEPARTMENTOF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: James R. Beistline 21 13 0442 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] i. Barbara S. Beistline, Deceased C/O Andrew Motter, Executor 104 East Simpson Street Mechanicsburg, PA 17055 Surviving Spouse 0.00 ENTER DOLLAR AMOUNTS FOR DISTRIBU110NS SHOWN ABOVE ON LINES 15 THROUGH 1 B OF REV-1500 COVER SHEET,AS APPROPRIATE. �� NOt�TAXABLE DISTRIBUTIONS A.SPOUSAL DIS7RIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLEANDGOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0.00 swasni 2.00o If more space is needed, use additional sheets of paper of the same size. ;Iley Blue Book http://www.kbb.com/lincoln/town-car/2000-lincoin-town-car/cartier-... �� t?�'�!1 � � K�IEe�( B�U� BOQIC The Trusted Resaurce` �� : � �g�'� �� " LQA'MILFdGEIfGSEfORX'EtLD�CLIFIEOLE SEE .� ]�.��J� �^^�P.R MGMTH�OR 3�M� ; , •' 4�iit��qtetcmdcucna;a� ... ' �� .-•:-�:. •�V 53.079DUEATLERSF ', . ; s �� cc . "'�- J J 5 MINCRFfEPxL�OFfEPS .� .. .k...�..., .. .. ,.r., �Il�4�MC51ERRA � a " ,ti;n N,� ` 'sot n.a�, . . �Ul[CAB �eec�mu..«��_�r�.,�g8.,.,o,k LOCATE DElaLEA) . .,, ,:.�.,. .. __ advert5ement wny aas? 2000 Lincoln Town Car Pricing Report $tYIC:Cartler Sedan 4D Mileage:s�000 .:��±.`% Private Party Value t Excetlent j $5.428 � __ ____ � I Very Good j $5,153 , f Good � $5,028 � � fair � $4,603 Vehicle Highlights MPG:City 16/Hwy 23 Max Seating:6 Doors:4 Engine:V8,4.6 Liter Drivetrain:RWD Transmission:Automatic EPA Class:Large Cars Body Style:Sedan Country of Origin:United States Country of Assembly:United States Your Configured Options Our pre-selected opdons,based on typic�l equipment for this or. I ;.�„Optlons that you added while mnfiguring this car. �,�� http://www.kbb.com/I incol n/tow n-car/2000-I i ncoln-tow n-car/carti er-... �� ,'� Engine Comfort and Convenience Seats V8,4.6 U[er Air Conditioning Dual Power Seats Transmission Power Windows Leather Automatic Power poor Locks Roof and Glass Drivetrain Cruise Control ''j; Sun Roof(Sliding) RWD Steering Wheels and Tires Braking and Traction Power Steering Premium Wheels Tradion Control Tilt Wheel ABS(4-Wheel) Entertainme�t and Instrumentation AM/FM Stereo Cassette '1?': CD(Single Disc) Premium Sound Safety and Security Dual Air Bags _. __ __ _. __ cp 1995-2013 Kelley 81ue Book Co.",Irx.All righ[s reserved. @ 2013 Kelley Blue Book Co.,lnc.All righ[s reserved.9/20/2013-9/26/2013 Edi[ion for l�nnsylvania 17055.The specilc in/orma[ion required[o de[ermine tAe value lor this Oarticular vehicle was su0Plied by the person genera[ing this report.Vehicle valuations are opinions and may vary/rom vehicle to vehicle.Ac[ual valuations will vary based upon market condi[ions, specifications,ve�ide condition or o[her Oarticular circumstances peninent ro this particular vehide or the[ransacfion or the parties to[he[ransacfion.This report is intended for fhe individual use of the Oerson generating[his report only and shall not be so10 or transnrit[ed to another party.Kelley Olue Book assuines no responsibili[y for enors or omissions. (v.13093) STONE, LAFAVER � SI3EI`iLETSAI ATTORNEYS AT LAW � � 414 BRIDGE STREET � � FEti CiTbiBERLAND PA 17070 � 'I I il � u i� I �i ,i ;i �; �� LAST WILL AND TESTAMENT ' ,,; Ii !� OF iI JAMES R. BEISTLINE , ,� ;; �� I i; i' j� I, JAMES R. BEISTLINE, of the Borough of Mechanicsburg, �� Cumber�and County, Pennsylvania, declare this to be my last will ;i ±I and re� oke any will previously made by me . '�� I`:'EM I : I direct that my Executrix hereinafter named sha11 E pay al.l my just debts and funeral expenses as soon as conveniently � may be done after my decease from the residue of my estate . � � ITEM II : I devise and bequeath the residue of my estate of every nature and wherever situate to my spouse, BARBARA S . � BEISTL'NE, if she survives me . i � I�'EM III : Should my spouse, BARBARA S . BEISTLINE, fail to i i survive me, I devise and bequeath the residue of my estate, of � every r�ature and wherever situate, in equal shares to such of my i� �I children, MICHELLE MOTTER and JAMIE MITCHELL, as survive me . � IShould any of my children predecease me, I devise and bequeath the !, share rf such child to her issue, per stirpes; and should any such I I � child ��f mine leave no such issue living following my death, I i � devise and bequeath the share of such child to my issue, per �i stirpes . �.I :± pp y Eyecutrix and her successors uardian ILEM iV: I a oint m g ii ;; �; of any property which passes, either under this will or otherwise, 'i !I to a mi:�or and with respect to which I am authorized to appoint a ,; i; � i! �;j Page 1 of 3 !i ' i� _.._- i� ;� �� ;i guardi�,n and have not otherwise specifically done so, provided li �; i! that tr,is appcintment of a guardian shall not supersede the right i� i� Ii of any fiduciary in its discretion to distribute a share where �i ' possible to the minor or to another for the minor ' s benefit . Such � guardi«n shall have the power to use principal as well as income Ifrom time to time for the minor ' s support and education (including � �, college education, both graduate and undergraduate) without regard { � to hi� or her parent ' s abllity to provlde for such support and educati.on, or to make payment for these purposes, without further responsibility, to t3�e minor or to the minor ' s parent or to any person taking care of the minor. � I ITEM V: I appoint my spouse, BARBARA S . BEISTLINE, Executrix � of this my last will. Should my spouse, BARBARA S . BEISTLINE, fail te qualify or cease to act as Executrix, I appoint my son-in- law, A;�)DREW MOTTER, E�ecutor of this my last will . I'IEM VI : No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his or '! her duties in any jurisdiction. t' Ih? WITNESS WHEREOF, I, JAMES R. BEISTZINE, have hereunto set � �� _� � ;I my hanc] and seal this � � day of =`:��.�-. , 2012 . � _._' , ;i � , � _ __ il _ z-- , i �,,,i ) `,�,�r�' !, ;�A�'`�-��,�,_�R�-'B E I S T L I N E I .. �I i, , i� I� �! �I f Page 2 of 3 i' �i �� ,._.__ �� . _ __. ._ . ___--. _ ..____._ . ;; STGNED , SEALED, PUBLISHED and DECLARED by JAMES R. BEISTLINE, 'i the Testator above named, as and for his Last Will and Testament, �I �I ;; and in the presence of us, who at his request, in his presence and !; in the presencejof each other, have subscribed our names as '�� witnesses . E � � � _��.� j S'�t �I '� 4'` ` $ -�` 414 Bridae St , New Cumberland, PA �I �,.� �' �. .. Addre s s +, Witn�s � �� ` -.�_�� / � �__.✓G -c.�.�.� . . �� f3 �-'� �. p- d 414 Bridae St New Cumberland, PA �� ;%7�L� �� ,� j Witness � Address l'; {; ��I �� !� ;M ;( k+ ii ii 'I I! i, , ; i� I I � i i; ii (i ;i �: ii ;I �! Page 3 of 3 ;: ;; �: ;', ��i