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HomeMy WebLinkAbout05-14-14 15051=10105 REV-1500 FX(w-ii)(R)T OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual T axes County Code Year File Number PO BOX 28o6oi INHERITANCE TAX RETURN Harrisburg,PA 17128-D601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 111/03/2013 1 102/03/1916 7 6 Last a Name Suffix Decedent's First Name MI ----------__----- Beyer i- Jr. Edward iG I (if Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Beyer i Marion M Spouse's Social Security Number --------- THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW GSO 1.Original Return C=) 2.Supplemental Return C=:) & Remainder Return(Date of Death Poor to 12-13-82) O 4.Limited Estate C=) 4a,Future Interest Compromise(date of O 5, Federal Estate Tax Return Required death after 12-12-82) CID 6. Decedent Died Testate C=> 7. Decedent Maintained a Living Trust B. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9.Litigation Proceeds Received C= 10,Spousal Poverty Credit(Date of Death CZ) 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 :Adam R. Deluca, Esq. 1 1(717) 249-1177 REGISTER OF WILLS USE QtL �4Y =K First Line of Address Co ...... < West Louther Street -_ - —-_ Second Line of Address cr (Dc'� City or Post Office State ZIP Code ED %D .... . .. ... [Carlisle 1 17013 CID .......... Correspondent's e-mail address:arde]uCa85@aol.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 orrect and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG 7TQ,(CPPERSCrS�� T LE VIR FILING RETURN D E I ADDRESS 605 South Middlesex Road, Ca ' a, PA 17015 SIGNATUF3E OF SPAR -111AN RE tEENTATIVE 7DDRKS 61 West Louther Street, Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side I 1505610105 1505610105 J 1505610205 REV-1500 EX(Fl) Decedent's Social Security Number Decedent's Name: EDWARD G. BEYER, JR. RECAPITULATION 1. Real Estate(Schedule A). .... . . . .. ..... . ...... . . .... . ...... . . .... . .. . 1. 2. Stocks and Bonds(Schedule B) . . ........ . . ..... . .. ..... ..... ..... . . . . 2. 1 123,303.06 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. 25,624.47 ..__.__m.,_._......�....__._._.,, 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. 1, B. Total Gross Assets(total Lines 1 through 7). ....... . . . ...... . . ....... ... 8. ! 148,927.53 9. Funeral Expenses and Administrative Costs(Schedule H). .. ...... . . ...... . . 9. 3,105.02 . 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1). . .... . . ....... 10. ! 16.71 11. Total Deductions(total Lines 9 and 10). . .... . . . ...... . . ....... . . ...... . 11. 3,121.73 12. Net Value of Estate(Line 8 minus Line 11) . ...... .._... . . . . .... . . ...... 12. 145,805.80 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 Subject ( ) ..... . . . ....... . ....... . 14. 145,805.80 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.00 145,80580 15 0.00 ;, 16. Amount of Line 14 taxable at lineal rate X.0_ 16 1 17. Amount of Line 14 taxable - at sibling rate X.12 17 18. Amount of Line 14 taxable at collateral rate X.15 18,1 i 19. TAX DUE . . . ...... .. ..... .. . ....... . .. ..... . .. ....... . . . ...... . . .. 19.1 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Side 2 L 1505610205 1505610205 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME EDWARD G. BEYER, JR. STREETADDRESS Chapel Pointe, 770 South Hanover Street CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A. Prior Payments B.Discount Total Credits(A+B) (2) 3. Interest 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (3) 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) 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.......................................................................................... ❑ E b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ N c. retain a reversionary interest.............................................................................................................................. ❑ E d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ E 2. If death occurred after Dec.12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ E 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? ........................................................................................................................ ❑ 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 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 lax 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. REV-1503 EX-(8-13) X27 pennsylvania IV B ,�' DEPgR NT TMEOfREVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER EDWARD G. BEYER, JR. 21-13-1239 All property jointly owned with right of survivorship must be disclosed on Schedule F. REM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1' PNC Investments,LLC 1900 East Ninth Street,Cleveland,OH 44114 Account Number 097-006926-Stock-Selective Insurance Group(SIG])common stock, 4,374 shares @ 528.19 1share 123,303.06 TOTAL(Also enter on Line 2, Recapitulation) $ 123,303.06 If more space is needed,insert additional sheets of the same size REV-i5o8 EX+(o8-12) ffpennsytvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. RESME TDE NDENTTURN PERSONAL PROPERTY RESfD£Ni DECEbENT ESTATE OF: FILE NUMBER: EDWARD G. BEYER, JR. 21-13-1239 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. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. IPNC Bank 105 Noble Blvd.,Carlisle,PA 11013-Performance Checking Acct#51-1431-1731 € 25,624.47 f - f TOTAL(Also enter on Line 5, Recapitulation) $ 25,624.47 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsytvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER EDWARD G. BEYER, JR. 21-13-1239 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Neill Funeral Home,Inca 378.40 L L T _...�....... H E El r- S. ADMINISTRATIVE COSTS: _ - 1. Personal Representative Commissions: Name(s)of Personal Representative(s) ' Street Address City State , Yeags)Commission Paid: 2,175.00 ° 2. ^ Attorney Fees: ^ ,, .0 0 3. Family Exemption:(If decedent's address is not the same as daimam's,attach explanation.) j r Claimant 4 Street Address +, City State ZIP + Relationship of Gaimant to Decedent a. Probate Fees: �r363.50 S. Accountant Fees: 6. Tax Return Preparer Fees: 7. ,Cumber rland�LawJournalEstateAdvertisement - ��75.001 L=.r Patriot News Company Estate Advertisement r �113.52 �] 1. — TOTAL Also enter on line 9,Recapitulation)$ 3,105A2� If more space Is needed,use additional sheets of paper of the same size. + y e REV-1512 EX+(12-12) . 7pennsy[vania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF _ FILE NUMBER EDWARD G. BEYER, JR. 21-13-1239 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Millenium Pharmacy,Inc. __.._ E 16.711 I .,.yy�.-..�„r.._—._..-�+-•P. ' --'..,c .nay. Ww-: �-......-.. - c..r s�� �.�...r...�.-.....` —c..e.w.'.h-i.u-........�..-a+s+� ....w:..rm;..w... .�i..t--•-.�'.n+a.*x� - � 9Y tze3-s_.L•..- J..¢a "}._�- �.arr.Kam-....mod._ ".v.,-... ��Gas�s�tl' ;X�-+N •i5•�r.t 5..._�.— - y TOTAL(Also enter on Line 10,Recapitulation) ' If more space is needed,insert additional sheets of the same she. ! 1 •t REV-1513 EX+(01-10) �pennsytvania SCHEDULE J 1 DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: - FILE NUMBER: EDWARD G. BEYER, JR. 21-13-1239 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustees) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).) 1. Marion M.Beyer,605 S.Middlesex Road,Carlisle,PA 17015^� !^ Wife� � 100°to ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. - II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN: - S .���..•.,-.-tea..—, _• �rfr..we+r�_ B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: t Lam. F7 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ¢�� .r.r.rw.�wr ✓! if more space is needed,use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF EDWARD G.BEYER I,EDWARD G. BEYER, of Cumberland County,Pennsylvania, declare this to be my Last Will and Testament and hereby revoke all prior Wills and Codicils. I. I direct that all my just debts, funeral expenses and administrative expenses shall be paid from my estate as soon as practicable after my death. It is my wish that upon my death my body shall be placed in our family mausoleum at Rolling Green Cemetery, Lemoyne,Pennsylvania. 2. I direct that my wife,Marion M. Beyer shall be given my real property and all personal property that I own at the time of my death. Should my wife predecease me,then my real property and all personal property that I own at the time of my death shall be given to my niece, Eileen R. Dilger. 3. I appoint my niece, Eileen R.Dilger, as Executrix of this my Last Will ate` and Testament. 4. The Executrix of this Will shall have the power to distribute my estate in cash or in kind, or partly in either. 0 5. 1 direct that the Executrix acting under this Will shall not be required to enter bond in any jurisdiction. y 6. I recommend that my Personal Representative retain the law firm of Allied Attorneys of Central Pennsylvania, L.L.C.,to probate my estate. '`IN WITNESS WHEREOF,I have hereunto set my hand this 2-9 day af�_ 2012. EDWARD G. BEYER Page 1 of 4 The preceding instrument consisting of this and three other pages was on the day and date hereof signed,published and declared by EDWARD G. BEYER, as and for his Last Will and Testament in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. J/1 s Witness 4 r� ti 1 W�j Page 2 of 4 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : SS COUNTY OF CUMBERLAND I,EDWARD G. BEYER,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. EDWARD G. BEYER Sworn or affirmed and acknowledged before me by EDWARD G. BEYER,the TESTATOR,this &' day of Q' 2012. otary Pub 'c/Attorney NOTARIAL SEAL ST:-:p t1(r E cHE1s,OK,tlotary Publia Cos jji D rro,Cumberland County My Commission Expires March 24,2015 Page 3 of 4 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : SS COUNTY OF CUMBERLAND WE, Aj(,tw,. � , L ZC Qc -% andShg,,)n M S+o++lemVe' the witnesses whose names are attached to the foregoing document, 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 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 time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed before me by ,,4 n 1Q D IOC and this 29 fl- day of , v 2012. 4oktaryPis/Attorney STEt,,-',��,1Y�C41E�tTGK,Ne}nry Public Cc<:c�;c:��,:o,Curnberla��d C©only fviy Cam�nissian I�xpires March 24,2015 Page 4 of 4