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Home My WebLink About07-10-14 J 1505610143 REV-1500 Ex�02_,,, �� PA De artment of Revenue OFFICIAL USE ONLY p pennsylvania County Code Year File Number Bureau of Individual Taxes �P�TMENTOFREVENUE Po Box.2soso� INHERITANCE TAX RETURN Harrisburg,PA 17128-0601 RESIDENT DECEDENT 21 14 /n /�/ ENTER DECEDENT INFORMATION BELOW (t� Social Security Number Date of Death Date of Birth 171 03 11 2014 09 21 1935 DecedenYs Last Name Suffix Decedent's First Name M� MCBETH C. ROBERTA (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI MCBE TH G�EN N 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 Retum(Date of Death Priorto 12-13-82) � 4. Limited Estate � qa,Future Interest Compromise� � 5. Federal Estate Tax Return Required (date of death aRer 12-12-82 ag Decedent Died Testate � Decede4t Maintained a Living Trust (Anacn Copy of wi��) � (Attach(;opy of Trust) 8. Total Number of Safe Deposit Boxes � 9. Litigation Proceeds Received � �p.Spousal PovertY Credit(Date of Death 11.Election to tax under Sec.9113 A b9tween 1231 91 and T-1-95) � ( ) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number EDWARD P SEEBER 717 533 3280 REGISTER OF�EICCS USE ONLY Tr,_� �� }`t" C.... �°s t ; �„f"i'C C,- r� , First Line of Address � " �7�, . f"" c: L; SUITE C400 '"� � �' `^ ' '' �c, , t� > , ; Second Line of Address �C=;' -t7 --, �.. T..� �?�; - 555 GETTYSBURG PIKE `, t=� :_,:; �----i „ f.._ � City or Post Office State ZIP Code DATE�ILED --- �n Q MECHANICSBURG PA 17055 Correspondent's e-mail address: epsC�isdc.com Under penalties of pery'ury,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. SIGNAT OF PERSON RESPONSIBLE FOR FILING RET N DATE � Galen N. McBeth `�/ AD , j 63 White Oa IevardCMechanicsbur �A 17050 SIGNATURE OF P A OTHER THAN REPRESENTATIVE DATE ADDRESS Edward P Seeber � ot r L Suite C-400❑555 Gettysburg PikedVlechanicsburgCPA 17055 � Side 1 � 1505610143 1505610143 , � - - - - _ _ _ _ - _ . - J 1505610243 REV-1500 EX DecedenYs Social Security Number Decedent's Name: MCB@tll� C. ROb@� RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 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)............... 5. 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous�q Probate Property (Schedule G) U Separate Billing Requested............ 7. 12 7 , 92 0 . 7 8 8. Total Gross Assets(total Lines 1 through 7)........................................................ g. 12 7 , 92 0 . 7 8 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 15, 9 68 . 03 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 15, 968 . 03 12. Net Value of Estate(Line 8 minus Line 11).......................................................... �Z, 111, 952 . 75 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 14. Net Value Subjectto Tax(Line 12 minus Line 13)............................................... �q. 111, 952 . 75 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(�.2)x.o0 111, 952 . 75 15. O . 00 16. Amount of Line 14 taxable at lineal rate X .045 0 . 0 0 16. 0 . �0 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0� 17. � . �Q 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18. 0 . 0 0 19. TAX DUE................................................................................................................ 19. � . 00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 L 1505610243 1505610243 ,J REV-1500 EX Page 3 File Number 21-14 Decedent's Complete Address: DECEDENT'S NAME McBeth, C. Roberta STREETADDRESS 63 White Oak Boulevard cin STATE Z�p Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits(A +g� (2) 0.00 3. Interest �3� q. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. �q� Check box on Page 2�ine 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 0.00 Make Check Pa able 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:.................................. x ❑ c. retain a reversionary interest;or................................................................................... X ❑ ............................ d. receive the promise for life of either payments,benefits or care?............ � ................................... . ............ . I death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without ❑ ❑ receiving adequate consideration?........................................................................ ............................................ x 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 YESdYOU 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 January 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 retum 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 transters 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 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. _ . Rev-1510 EX+(08-09) SCHEDULE G pennsylvania lNTER-VIVOS TRANSFERS AND DEPARTMENT OF REVENUE INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER McBeth, C. Roberta 21-14 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD�s EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFERSATTACN A CO Y OF THE DE�ED FoR REaEESTaTE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1 73 shares of Prudential common stock-titled in the C. 6,413.78 100.000% 0.00 6,413.78 Roberta McBeth Living Trust-valued per public listing 2 Real estate located at 63 White Oak Boulevard,Silver 114,945.00 100.000% 0.00 114,945.00 Spring Township,Cumberland County, PA-50%titled in the C. Roberta McBeth Living Trust-valued per tax assessment"common level ratio(237,000*.97= 229,890/2) 3 Real estate located in Fannett Township, Franklin 6,562.00 100.000% 0.00 6.562.00 County, PA(tax parcel nos.07-B016-014&07-6016 -015)-50%titled in the C. Roberta McBeth Living Trust-valued per tax assessment*common level ratio(1,930'6.8=/2) TOTAL(Also enter on Line 7, Recapitulation) 127,920.78 (If more space is needed,additional pages of the same size) Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev.08-09) REV-1517 EX+��O-09) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENTDECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER McBeth�C. Roberta 21-14 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s)attached 10�61.03 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s)Commission Paid 2. Attorney's Fees JSDC Law Offices 5m00.00 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4. Probate Fees 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 207.00 See continuation schedule(s)attached TOTAL(Also enter on line 9CRecapitulation) 15C968.03 Copyright(c)2009 form software oniy The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER McBeth, C. Roberta 21-14 ITEM NUMBER DESCRIPTION AMOUNT Funeral Exne, nses 1 Malpeui Funeral Home-funeral services 10,761.03 H-A 10,761.03 Other Administrative Gosts 2 Recorder of Deeds,Cumberland County-deed recording fee 72.00 3 Recorder of Deeds, Franklin County-deed recording fees 120.00 4 Register of Wills,Cumberland County-PA inheritance tax return filing fee 15.00 H-67 207.00 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) , REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER McBeth, C. Roberta 21-14 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (�/ords) ($$$) I� TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116 a 1.2 1 Galen N.McBeth Spouse Residue 111,952.75 63 White Oak Boulevard Mechanicsburg, PA 17050 Total 111,952.75 Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate. NON-TAXABLE DISTRIBUTIONS: II• A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group, Inc. 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'� �� a � ,�'� '�4,��. � �r � ��'a�y�""�`��, � � � ��; m -� , ��,��,� � x�a�,a � '�� -t � � �' . �., s ��v x�.�-' �,� ' � � i -�� a �! �i�.�'�' � , J ye-.s.,y ��:� .f „�. �^�s`� z.��w.. i - ��^ - ' x � �� •, � �� w � � �� '�� S .!� � �' . - _ � �F�c s' � gs,. _ .s''"� f� ' , �-� tt. .�.''°' - "" -��, . '-. � a. �� .> f. -_ ... . . . . s��v� '.;:,.�..3.'�-;, ax.",r � REV�'I5O 1505610143 � EX(02-11) ,��'y�-"- PA Department of Revenue pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes �PARTMENTOFREVENUE County Code Year File Number Po Box.2aoso� INHERITANCE TAX RETURN 21 14 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 171 28 4768 03 11 2014 09 21 1935 DecedenYs Last Name Suffix DecedenYs First Name MCBETH M� C. ROBERTA (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix MCBETH Spouse's First Name MI GALEN N Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X❑ 1. Original Retum � 2. Supplemental Return � 3. Remainder Return(Date of Death ❑ Priorto 12-13-82) 4. Limited Estate � qa Future Interest Compromise ❑ (date of death after 12-12-82) 5. Federai Estate Tax Return Required ag Decedent Died Testate � Decedent Maintained a Living Trust (attach Copy awill) �' (Attach Copy of Trust) e. Total Number of Safe Deposit Boxes � 9. Litigation Proceeds Received � �p Spousal Povert Credit(Date of Death between 12-31�1 and 1-1-g5) � 11.Election to tax under Sec.9113(A) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name EDWARD P SEEBER Daytime Telephone Number 717 533 3280 REGISTER OF WILLS USE ONLY First Line of Address SUITE C400 Second Line of Address 555 GETTYSBURG PIKE City or Post Office DATE FILED State ZIP Code MECHANICSBURG PA 17055 Correspondent's e-mail address: eps(�isdc.com Under penalties of perjury,I declare that I have examined this return includmg accompanymg 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. SIGNAT OF ERSON RESPONSIBLE FOR FILING RET N W L DATE AD Galen N. McBeth f� 63 White Oa IevardCMechanicsbur CPA 17050 SIGNATURE OF PR A OTHER THAN REPRESENTATIVE DATE Edward P Seeber �, � �� ADDRESS Suite C-4000555 Gettysburg PikeCMechanicsburg�A 17055 L 1505610143 Side 1 1505610143 � J 1505610243 REV-1500 EX DecedenYs Social Security Number DecedenYs Name: MCB@tFl� C. Roberta 171 2 8 4 7 68 RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Scheduie C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous I�on;Probate Property (Schedule G) U Separate Billing Requested............ 7. 12'�� 920 . 78 8. Total Gross Assets (total Lines 1 through 7)........................................................ g. 12.� � 92� . 7$ 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 15, 968 . �3 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ �� 15 , 9 68 . 03 12. Net Value of Estate(Line 8 minus Line 11)............................. .. .. 111 , 952 . 75 . .. ...................... 12. 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)............................................... �q, 111 , 952 . 75 TAX C�MPUTATION-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.00 111, 952 . 75 15. O . OO 16. Amount of Line 14 taxable at lineal rate X .045 0 . 00 16. 0 . 00 17. Amount of Line 14 taxable at sibling rate X.12 0 . �0 17. � . �0 18. Amount of Line 14 taxable at collateral rate X.15 � . �� 18. Q . �0 19. TAX DUE................................................................................................................ 19. � . �� 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 � 1505610243 1505610243 � _ _ _ REV-1500 EX Page 3 File Number 21-14 Decedent's Complete Address: DECEDENT'S NAME McBeth, C. Roberta STREETADDRESS 63 White Oak Boulevard CITY Mechanicsburg STATE Z�p P�► 17050 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) 2. Credits/Payments (�) 0.00 A. Prior Payments B. Discount 0.00 Total Credits(A +g) (2) 0.00 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Check box on Page 2CLine 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 Pa able to: REGISTER OF WILLSa4GENT. z _ � .. t � � . � .� , _ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred:......................... . . . .. . . Yes No b. retain the right to designate who shall use the property transferred or its income:.................................. � � c. retain a reversionary interest;or........................................ � � d. receive the promise for life of either payments,benefits or care?............. .............................................. x . If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without ❑ ❑ receiving adequate consideration?........... . . ..................................... . . .. . . . ........................................................... X 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 YESdYOU 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)J. 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 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 retum 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 decedenPs 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)J. A sibiing 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-1510 EX+�08-09) . SCHEDULE G pennsylvania lNTER-VIVOS TRANSFERS AND DEPARTMENT OFREVENUE INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT � ESTATE OF McBeth, C. Roberta FILE NUMBER 21-14 This schedule must be compieted and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY NUMBER �NCLUDE NAME OF TRANSFEREE THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE THE DATE OF TRANSFER. ATTACFi A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1 73 shares of Prudential common stock-titled in the C. 6,413.78 100.000% 0.00 Roberta McBeth Living Trust-valued per public 6,413.78 listing 2 Real estate located at 63 White Oak Boulevard,Silver 114,945.00 100.000% 0.00 Spring Township, Cumberland County, PA-50%titled 114,945.00 in the C. Roberta McBeth Living Trust-valued per tax assessment"common level ratio(237,000'.97= 229,890/2) 3 Real estate located in Fannett Township, Franklin 6,562.00 100.000°/a 0.00 County, PA(tax parcel nos. 07-B016-014&07-B016 6,562.00 -015)-50%titled in the C. Roberta McBeth Living Trust-valued per tax assessment*common level ratio(1,930*6.8=/2) TOTAL(Also enter on Line 7, Recapitulation) 127,920.78 (If more space is needed,additional pages of the same size) Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev. 08-09) REV-7511 EX+��O-09) � pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENTDECEDENT ADMINISTRATIVE COSTS ESTATE OF McBeth�C. Roberta FILE NUMBER 21-14 Decedent's debts must be reported on Schedule i. ITEM N MB DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached 10[Z61.03 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid z. Attorney's Fees JSDC Law Offices 5 m00.00 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address City State ZID Relationshi�of Claimant to Decedent 4. Probate Fees 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. OtherAdministrative Costs 207.00 See continuation schedule(s)attached TOTAL(Also enter on line 9�ecapitulation) 15668.03 Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-09) __ _ SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF McBeth, C. Roberta FILE NUMBER 21-14 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex enses 1 Malpezzi Funeral Home-funeral services 10,761.03 H-A 10,761.03 Other Administrative Gost� 2 Recorder of Deeds, Cumberland County-deed recording fee 72.00 3 Recorder of Deeds, Franklin County-deed recording fees 120.00 4 Register of Wills, Cumberland County-PA inheritance tax return filing fee 15.00 H-B7 207.00 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) _ _ _ _ _ _ _ REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF McBeth, C. Roberta FILE NUMBER 21-14 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIV�NG PROPERTY DECEDENT (Words) �$g$� I� TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116 a 1.2 1 Galen N.McBeth Spouse 63 White Oak Boulevard Residue 111,952.75 Mechanicsburg, PA 17050 Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 ov�easheet,as a ro riate. 111,952.75 NON-TAXABLE DISTRIBUTIONS: II• A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-7500 Schedule J(Rev.01-10) JSDC Law Or�c�s JAMES•SNIlTH�DI�TI'II2IQC�CONNELLY�SPADE�CHABAL�YAHN�SEEBIIZ�TOMASKO Cheryl L.Baker,CP Certified Pa�alegal clb@jsdc.com July 9, 2014 P.O.Box 650 HERSHEY,PA 17033 MAfN OFFICE: 134 SiPE AvENUE Lisa M. Grayson, Register of Wills HuMME�STOwN,PA 17036 Cumberland County Courthouse WEST SHORE LOCATION: 1 Courthouse Square 555 G�SB�RG P�KE Carlisle, PA 17013 s��TE c400 MECHaNicsBURG,PA 17055 Re: C. Roberta McBeth, deceased TEL.717.533.3280 Dear Ms. Grayson: www.�s�c.coM GARY L JAMES Enclosed are an original and two (2) copies of the Pennsylvania lnheritance Tax Return; "'�� s""T",�R. JoHN J.CoNNE��v,JA. an Estate Information Sheet; and, check for $15.00 representing the filing fee for the s�on a.o��ER��K Return. Please time-stamp the extra copy and return it to me in the enclosed self- �A^^ES F.sPAOE addressed, stamped envelope. "'An"�c"ABA�,"' NEi�W.YAHN EDWARD P.SEEBER If you have any questions,please feel free to contact me. �°NA�°T.T°MASK° SUSAN M.KADEL CouRTNEV K.PowFi_� Sincerely, w�REN N.coNNE��Y cHR�sr�NE r.e�nNN JESSica E LowF JSDC LAW OFFICES GRE�oRV A.KocuT,,1R. THOMAS J.CAR TEAESn M.REiFSNVOEA JaMES D.YouNG CAYLA B.HENN Che 1 . Baker, CP A�a�s M M��o��SK� C ifie Paralegal oF co�NSE�: � GREGORY K.RICHARDS "� KIMBERLY A�QNNER ET1C OSUT�eS �«:� RALPHI+��`-r''�P �{�� ANDR�I�.8P,1$GS t�Tl�". , ["" --. 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