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Home My WebLink About08-29-14 (2) � 1505611185 REV-1500 EX(02-11)(FI) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year file Number Po eox zaoso� INHERITANCE TAX RETURN 21 13 0 4 4 J, Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW SOCi81 S@CUfity NUmb2f Date of Death MMDDYYYY Date of Birth MMDDYYYY 03222013 01171944 Decedent's Last Name Suffix DecedenYs First Name M I BEISTLINE BARBARA S (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES 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) � 6. Decedent Died Testate � 7. Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) ❑ 9. Litigation Proceeds Received ❑ 10. Spousal Poverty Credit(Date of Death ❑ 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 TO: Name Daytime Telephone Number RICHARD C • SNELBAKER 717-6�9,�7-8528; � RE TmOF WILLS USE OqtLi(� C�7 � C_= —F�— � C7 t:�7 � First Line of Address '"� 3> � N �j � � i�'1 f�3 `r^�. �� :,� � ,�,� p - - C'a C� Second Line of Address � �a `� � � --�i�� ; .r7 44 WEST MAIN STREET _._i � � rn City or Post Office State ZIP Code � DATE FI O � MECHANICSBURG PA 17055 CorrespondenYs e-mail address: Under penalties of pe u , 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 om I te. Declaration of pre rer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAlURE OF PE S ES ONSIB R I G RETURN DATE�� 7 ADDRESS ANDREW MOTTER, EXECUTOR 104 EAST SIMPSON STREET Mechanics ur , PA SIGNATURE OF PREP .�R� THAN REPRESENTATIVE DATE 17055 �-< � C�Li��t�. ��Il u ADDRESS RICHARD C . SNELBAKER, ESQUIRE 44 WEST MAIN STREET, MECHANICSBURG PLEASE USE ORIGINAL FORM ONLY PA 17055 Side 1 � 1505611185 OM46473.000 1505611185 � J 1505611285 REV-1500 EX(FI) Decedent's Social Security Number �ecede�t'sName BEI$TLINE BARBARA S RECAPITULATION 1. Real Estate(Schedule A) . . . . • • • • • • • • • • • • • • • • • • • • • • • • 1. 0 -�� 2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2 Q -Q Q 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C), , , , , g. � • Q� 4. Mortgages and Notes Receivable(Schedule D) , , , , , , , , , , , , , , , , , 4. � -Q Q 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , . , 5. 3,6 0 6 • �� 6. Jointly Owned Property(Schedule F) � Separate Billing Requested , , , , g. 8,8 6 6 • L 6 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested . . . . 7. � • �� 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . g. 12,4 72 -16 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . g. 4 ,16 4 • 4� 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) , , , , , , . , , �p, 3,2 61 •3 4 1 1. Total Deductions(totai Lines 9 and 10). . . . . . . . . . . . . . . . . . . . . 11. 7,�f 2 5 •7�f 12. Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , , , , , , , , , , �2. 5��L{6 • I{2 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(l.ine 12 minus Line 13) , , , , , , , , , , , , , , , 14. S,0 4 6 • 4 2 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxabie at the spousal tax rate,or transfers un�er Sec.9116 (a)(1.2)X.0- � • �� 15. � •�� 16. Amount of Line 14 t xable at�inea�rate x.0 4� 5�0 4 6 - 4 2 �s. 2 2 7 • 0 9 17. Amount of Line 14 taxabie at sibling rate X.12 0 • p D ��. 0 •0 0 18. Amount of Line 14 taxable at collateral rate X.15 � - �� 18. � • �0 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 2 2� • �9 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1505611285 15�5611285 � OM4648 3.000 REV-1500 EX(FI) Page 3 File Number DecedenYs Complete Address: 21 13 0 4 4], DECEDENTS NAME BEISTLINE BARBARA S STREET ADDRESS _� T MECHANICSBURG BOROUGH CUMBERLAND COUNTY CITy STATE ZIP MECHANICSBURG PA 17055- Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (�) 2 2 7 • 0 9 2. Credits/Payments A. Prior Payments 0 • �� f3. Discount � • �� Total Credits(A+g) (2) � • �� 3. Interest �s> 4 • 63 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) 0 • 0� 5. If Line 1 + Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 2 31 • �2 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 . . . . . . . . . . X 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ ❑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 YES, YOU MUST COMPLETE SCHEDULE G AND FiLE IT AS PART OF THE RETURN. f or 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[7z P.s.§s11 s(a)(1.1)(i)j. 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 stili appiicable 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)(12)). • 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. oMns�i 2 000 REV-1508 EXi(08-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS 8� MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Barbara S. Beistline 21 13 0441 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. IT[M VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Household goods 1,435.00 retained In-Kind by beneficiaries 2 Household goods 535.00 sale value 3 U.S. Treasury 1,636.00 refund due the decedent on 2012 Federal Income Tax Return TOTAL(Also enter on line 5,Recapitulation) $ 3,60 6.00 7wnsAO z o0o If more space is needed,use additional sheets of paper of the same size. rtt-v�1:�U9EX.+(01-10) . pennsylvania �>CHEDU�LE_ F ;'.��AFiTME�T JF FFVEA'UE iivt+eRnaNCe -A>:�eruRN JOINTLI�-OWNED PR�OPER"TY RESIDENT pfCEUENT _.�_—__—_:_____ —_---_— ._—_--_—__—_—__.---___—_--.__—__—_.----- ESTATE OF: FILE NUMBER: Barbara S. Be_istline _____________ __ ___ __ _21 13 0441 _ ___ If an ass�t became jointly owned within one year of the decedenYs date uf death,it must be reported on Schedule G. _—------------------------- --—----------------------- — ---- SURVNING J(IINT TLT1l�NT(S)NAME(S) � A=�DRESS R�ATIONSHIPTO DECEDFNi A Motter, M:ichele L 104 E�ist Simpson Str.eet, Mechaiiicsburg, PA 17055 Daughter JOINTLY QWNED PROPERTY: 1rTea pA fG q=SCWPTION OF PROPE721Y ----- ----%Or' DAT[OF DEAT}i -- (rrM �(1R J(MNT MADE INCIU�E�JAAE OL FII�RNCiAI IN£TITUTIIX.AND OANN/�CCO�INT NUfhIE�IXV!��Ilall�/t DF1TE GF DCAT�'I ��C�EI'ITS VAI.UE OF NUNY3FR rENnrr7 �p�pjj ioeurivv�r�,r�ur.seRr,rr,�c�oeeoroa�aHr�rHeioat.n�ES�aTE. VP,LUEOFASSET It�fl'E�',[ST DE(:�BJT'SI�lTEREST 1 �� _3/:14/19B5 PSECU 3,033.19 5'�«00 1,516.60 savinJs, account #4206394397253 (S1) . Jointly owned wit.h Miche:Le Mott�r. 2 �� ;3/:L4/1985 PSECU 14,699. 12 5�).00 7,349.56 checki.ng,account #4206=�94397253 (S4) . Jointl.y owned wit.h Miche:Le I Motter � i � � � TOTAL (Also enler on Line 6, Recapitulation) 5 8 866. 16 �w4��,e z o0o If more space is needed, use additional shee�ts of paper o(the same sizc�. / �f`�.,5„EX�"0-09, SCHEDULE H pennsylvania DEPARTMENTOF REVENUE FUNERAL EXPENSES AND WHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara S Beistline 21 13 0441 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERALEXPENSES: � None B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. a►torneyFees: Snelbaker & Brenneman, P.C. (Estimated) 2 450.00 3. Family Exemption: (If decedent's address is not the same as ciaimanYs,attach explanation.) ' Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 158.50 5. Accountant Fees: 150.00 6. Tax Return Preparer Fees: 7. 1 Belco Community Credit Union check printing fee 9.50 Total from continuation schedules . . . . . . . . . 1,396.40 TOTAL(Also enter on Line 9,Recapitulation) $ 4,164.40 swasnc z 000 If more space is needed, use additionai sheets of paper of the same size. Estate of: Barbara S. Beistline 21 13 0441 Schedule H Part 7 (Page 2) 2 Chuck Bricker Auctioneer appraisal fee for household goods 100.00 3 Cumberland Law Journal advertising Executor's Notice 75.00 4 The Sentinel advertising Executor's Notice 221.40 5 Reserve ror filing fees, accountant fees and other miscellaneous costs associated with the administration of the estate 1,000.00 Total (Carry forward to main schedule) 1,396.40 RFV-1512EX.,,�-,z, SCHEDULE I pennsylvania DEPARTMENTOF REVENUE DEBTS OF DECEDENT, iNHEHiTANCE T,vc RET�RN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara S. Beistline 21 13 0441 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 � Comcast cable tv services 301.34 2 Holy Spirit Hospital medical expenses 465.00 3 Pinnacle Health Hospital medical expenses 110.00 4 Washington Fire Company 3 months apartment rent 2,385.00 TOTAL(Aiso enter on Line 10,Recapitulation) $ 3 261.34 �W46AH 2.000 If more space is needed, insert additional sheets of the same size. F2EV-1513EX+(01-10) SCHEDULE J pennsyivania DEPARTMENTOF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Barbara S. Beistline 21 13 0441 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)(12).J �_ Michele L. Motter 104 East Simpson Street Mechanicsburg, PA 17055 One Half of Residue: 2,523.21 Daughter 2,523.21 2 Jamie Mitchell 55 East Main Street Apt. #1 Mechanicsburg, PA 17055 One Half of Residue: 2,523.21 Daughter 2,523.21 EMER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. �� NOIwTAXABLEDISTRIBUTIONS A.SPOUSAL OISTRIBUTIONS UNDER SECl10N 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0.00 sw�sn�z o0o If more space is needed, use additional sheets of paper of the same size. __ 53o�r. LaF��-�� : Si��l�z��s�:i r'„�TORNEYS AT LaW aia BRIDGE �.rREET SE��-CI-�rBERL,1\:� i'_� 17070 LP_ST WILL AND TEST�NT OF BA�.BP1�A S. BEISTLINE I , BARBARA S . BEIS!LIT.�E, ot the Borough of Mechanicsburg, Cumberiand County, Pennsylvania, declare this to be my last wi11 and revoke any will previously made by me. IZT'EM Z : I C�1TPCt t�"?c3t ?Tly F;zzP�l�tnr 1-�r`rP'_na_rtar namn�' chal l pay a1=1 my just debts and funeral eypenses as soon as cor.veniently may be done after my decease from the residue of my 2state. I�'EM II : I devise and bequeath the residue of my estate of every nature and wherever situate to my spouse, JAMES R. BEISTL-�NE, if he survives me. I`�'EM III : Should my spouse, JAMES R. BEISTLINF, fail to survive me, I devise and bequeath the residue of my estate, of every nature and wherever situate, in equal shares to such of mv children, MICHELLE MOTTER and JAMIE MITCHELL, as survive me . Should any of my children predecease me, I devise and bequeath the S i?ic :,I Sli��.'P. Ci�l�� -CO �'1�� 1_-^,�L'.�, r;2r �±i��c • ann ¢hniil � anv ��Ch child c�f mine leave no such issue living following my death, I devise and bequeath the share of such child to my issue, per stirpev . ITEM IV: I appoint my Ex�cutor and his successors guardian of any pr�,:�pert°I which passes, eitner under this will or otherwise, �o a n��i.n�Y� ai�d with respect to wriich I am authorized to appoint a Page 1 of 3 i �� guardi�:�.n and have no� otherwise specifically done so, pro�ided tnat t'r.is appointrnent of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor ' s benefit . Such guardi�:n shall have the power to use principal as we11 as income from time to time for the minor ` s support and education (including coileq�� eciucatiori, both graduate and unaergraduatel w�thout rrgard � to his or her parent ' s ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor ' s parent or to any ' person taking care of the minor. ITEM V: I appoint my spouse, JAMES R. BEISTLINE, Executor of this m� last will . Should my spouse, JAMES R. BEISTLINE, fail to ' qualify or cease to act as Executor, I appoint my son-in-law, I ANDREW MOTTER, Executor of this my last wil1 . I'1EM VI : No fiduciary acting hereunder shall be required to post bor:d or enter security for the faithful performance of his or ' her duties in any jurisdiction. IDT WITNESS WHEREOF, I , BARBARA S . BEISTLINE, have hereunto - �� set my hand and seal this � day of , 2012 . BARBARA S. BEISTLINE Page 2 of 3 �^ ' i; l� I�I � SIGNED, SEALED, PUBLISHED and DECLARED by BARBARA S. ,i �i iiBEISTLINE, the Testatrix above named, as and for her Last Wil1 and IiTestament, and in the presence of us, who at her request, in her Ipresence and in the presence of each other, have subscribed our II names as wx�nes.�ses . , :� � ; ; ; ,-"�.`'�-- � � s�. ._ �'� + 'E �,.__,_.,. 419 Bridae St . , New Cumberland, PA � i I ��i y t`na-�--� - � p dd r e s s � --� ` � I ,-,___- ,� ��-�` � � ��`�'�-�'`1 414 Bridae St . , New Cumberland PA Witnes:� Address � ; :�. I' j I , I i i i � I I I i I f ': II I �; Page 3 of 3 � , �� , I