HomeMy WebLinkAbout11-17-06
to
-.-.J
15056051047
REV-1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Date of Birth
Decedent's Last Name Suffix
Decedent's First Name
MI
(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
_ 1. Original Return
C)
4. Limited Estate
C)
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
C)
2. Supplemental Return
C)
C)
C) 4a. Future Interest Compromise (date of
death after 12-12-82)
C) 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
C) 10. Spousal Poverty Credit (date of death C) 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
8. Total Number of Safe Deposit Boxes
-
-
-
Correspondent's e-mail addreSS:\.e.a.me.restfi)e.p;)C.net
(.r.)
CD
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.
DATE
I///~~~
,
'1/ 17f)S~
Side 1
L
15056051047
15056051047
.....J
--.J
REV-1500 EX
Decedent's Name:
RECAPITULATION
15056052048
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 Non-Probate Property
(Schedule G) <::) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 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) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - 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 .O~
16. Amount of Line 14 taxable
at lineal rate X.O ~
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X. 15
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . 19.
..
Decedent's Social Security Number
15.
16.
17.
18.
20. FILL IN THE OVAL IF YOU ARE REQUESTINGA REFUND OF AN OVERPAYMENT
L
15056052048
Side 2
c:::>
15056052048
....J
.
REV-1500 EX Page 3
Decedent's Complete Address:
File Number ~ 1- ofp - 2 () I
DECEDENTS NAME
I<E~1YIIr :T. ~EET(
STREET ADDRESS
30;;1. vA-AlE~ 5r/iEET -
------ I STATE I ZIP
CITY ME(JHAK/eS8tt JiG, f';t. /7tJSS
i
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 ) ()
0
()
0 0
Total Credits ( A + B + C ) (2)
3.
Interest/Penalty if applicable
D. Interest
E. Penalty
4.
TotallnteresUPenalty ( D + E )
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.
o
o
(3)
(4)
(5)
(SA)
(5B)
()
p
5.
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
()
o
()
A. Enter the interest on the tax due.
B. Enter the total of Line S + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
"':;Mf0%"-
:if;)- 'O;;,-b0';
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;.......................................................................................... D IX]
b. retain the right to designate who shall use the property transferred or its income; ............................................ D IX!
c. retain a reversionary interest; or.......................................................................................................................... D IKI
d. receive the promise for life of either payments, benefits or care? ...................................................................... D ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D jgI
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D IKI
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 January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (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 zero (0) percent
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot 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 twenty-one 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 zero (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 four and one-half (4.5) percent, except as noted in
72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value oftransfers to or for the use of the decedent's siblings is twelve (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.
",:,,.,,.,,.,,, .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
8EE'R, KE~Mlr ~.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
2./-t>&:,-zo/
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
~.
DESCRIPTION
((tiIJl/8URSEIJ1€Nr t>N 11CJl./cy # t!lo~ II.J.DD~ ~ 3 HI
EIlI€ INJl/Il. G-blA~ SH/,f//lN ~ EII)t! y
lIT/GA TioN j1f?Of!,EElAS RelM II1Ass Llilt;An/')J(/
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?/rrs~u~GH C!t;RN/IV(;':
A. #E T SE T'7ZEhJStlr 1'I!.Df!EE:DS f!Ht~/( t>Sb 'I S- RJR
~9J.I~"tJ..po. (sa;- L~7Y~ ~rrA-~Eft))
J5. NGT SErnEN~r I'a~ t!HEC!/< DS/~ fOR
"DO,IJO (~E ,,~~ ~7 7i'I-(!NE"/:))
C. AlE T ~ETrt:.EAlGNT ~ C#lEC-/({)s'IZZ fdl.
~3, 5''IO.DO (SEE" L~TTB( A7m~IIF/))
7lJrA/. = "'1~ II/f). DD '13 IS A-Pf'f) Il-n oNI?D 70 ~G e,,7: =
Ir /NFf) NOn:: ES-nl-7E &alY.set. h'A-$ 'ZJ/SCUSSE"b ?;VG
AfJ"~lf!.r/~AlAfcNT ClJlr# a77W1177,e:)/II' CbaA/scz.~ VI??;
If/lSIIlIiTl ~F Lbe.KS h4IUFiRAI . (S~E' L.t-TTsr N~
ON A 7r~/lG~ L6 rrGJ(',s ~~ &;/I(IJ1"AI/~A 77~~) ..r HM'&' jJe:A/
A/lj//SED 77Ilfr SINCE 7N/S' 1tJ/M PI/HC ,c;g;Rt';if.L UT/6-
,47i()N 7J{QE /liAS IY/) AI/S/$ Ff;~ ~'(PkAh'S' (}JIl/l.T HfBv.
~
,1-t.$ tJF ~ t!Pall:T~ /ft/'fJ"l2.n~NAlE'/Vr. /JI/S /I-~~K77M1-
/1IelT /f(!(!oIlJ/N6 "'70 /A'F~ ,d~j/I/)eo -n /Nt N~$:
Y3 SUIt.VIVAl.. ,+(7)~IP--+- cS.'m7E ~ WIt.L~ tl)/FE
Y3 WRI>A!dFHt. .l)E7I-71(~ WIFE
Y3 LDss of tiwS~~77Il" ~ wIFE
/r YNi A,eE /AI NEE/) f)r /ItI)~E &A)(!LC.7€ ./)GfiI./L-t:
flLF~SE t!tw7ilt!T J/l70 ~;f5'p/lAJn A-7 Z/S-8f.3-
3'1Z0. ~ Hi/a. ~ GUN) 7?> ,fs!;/s'T. ~~F>-
VALUE AT DATE
OF DEATH
~ tf s: ()()
~:2 3!ltJ.OD
,
TOTAL (Also enter on line 5, Recapitulation) $ 3 :l, .s-, s: "0
(If more space is needed, insert additional sheets of the same size)
~
LOCKS LAW FI RM
Gene Locks
Marc P. Weingarten
Mitchell S. Cohen
Jonathan W. Miller
Michael B. Leh
1500 Walnut Street, 20th Floor
Philadelphia, Pennsylvania 19102
T 215.893.0100
T 866.LOCKSLAW
F 215.985.2960
lockslaw.com
James J. Pettit
Michael A. Galpern
Steven P. Knowlton
Joseph J. McGill
Jerry A. Lindheim
Judith W. Daley
Vito J. Raspanti
Andrew J. DuPont
Karl Friedrichs
Stefanie G. Ebert
Barbara E. Greening
John G. Koch
August 16, 2006
Mrs. Josephine Beer
302 James Street
Mechanicsburg, PA 17055
RE: Estate of Kermit James Beer. File No. LPA369
Settlement with IMO Industries. Inc.lDeLaval
Dear Mrs. Beer:
',,, ;; ;;
Special Counsel:
Thomas L. Gowen
Of Counsel:
Martin M. Krimsky
D. Kevin Laughlin
Direct Dial: (215) 893-3410
I am pleased to enclose corrected Locks Law Firm Check Number 05045, in the
amount of $93,000.00, which represents your portion of the settlement proceeds with the
above-referenced defendant.
Please note that in your capacity as Executrix of the Estate of Kermit James Beer, you
have the legal and fiduciary responsibility to ensure the appropriate distribution of funds to all
appropriate persons and to comply with relevant tax regulations, if any.
Should you have any questions regarding this check, please contact me directly.
Very truly yours,
LOCKS LAW FIRM
L/"V1
Michael B. Leh
MBL:rab
Enclosure
NEW YORK, NY CHERRY HILL, NJ MEDIA, PA
~...
..
~ LOCKS LAW FIRM
ESCROW ACCOUNT
1500 WALNUT ST. fL 20
.. PHILADELPHIA, PA 19102
PAY
TO
THE
ORDER
OF:
050
3-5/310
4193
PAY$******93, 0012i./ZltZh*"**
PNC BANK, N.A. 020
PHILADELPHIA. PA
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DOCUMENT NO.
DATE
DL B 12I1114787
08-15-1216
002842
.... .', . . ^ of"
JOSEPH I NE BEER E XECUTR I X FOR .
THE ESTATE OF KERIYI I T .,JAMES
BEER DEC'D&. I HOR
/~
".00 SOL. 5". ~D 3 .0000531: BbO b ~ b? .75".
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It'
L: LOCKS LAW FI RM
Marc P. Weingarten
1500 Walnut Street, 20th Floor
Philadelphia, Pennsylvania 19102
T 215.893.0100
T 866.LOCKSLAW
F 215.985.2960
locks law. com
T21S-790-1011
T 866- LOCKSLA W
F 215 -893-3444
mwei ngarte n@lockslaw.com
WWI/II.lockslaw.com
Direct Dial: 215-893-3404
September 11. 2006
Josephine Beer
For the estate of: Kermit Beer, Dec'd.
302 James Street
Mechanicsburg, P A 17055
Re: Settlement with H.K. P0l1er Asbestos Settlement Trust
Dear Ms. Beer:
Enclosed please find a check in the amount of$600.00, which represents your share of the
distribution from the H.K. Porter Company, Inc., which was established by the Bankruptcy Court.
Please note that in your capacity as Executrix of the Estate of Kermit Beer, you have the
legal and fiduciary responsibility to ensure the appropriate distribution of funds to all appropriate
persons and to comply with relevant tax regulations, if any.
If you have any questions, please feel free to contact me or my assistant Zelda Easton.
Sincerely,
ff\fw l-un'0
Marc P. Weingarten
LLF check# 05154
File # LP A364
NEW YORK, NY CHERRY HILL, NJ MEDIA, PA
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LOCKS LAW FI RM
1500 Walnut Street, 20th Floor
Philadelphia, Pennsylvania 19102
T 215.893.0100
T 866.l0CKSlAW
F 215.985.2960
lockslaw.com
Gene Locks
Marc P. Weingarten
Mitchell S. Cohen
Jonathan W. Miller
Michael B. Leh
~
Special Counsel:
Thomas L. Gowen
James J. Pettit
Michael A. Galpern
Steven P. Knowlton
Joseph J. McGill
Jerry A. Lindheim
Judith W. Daley
Vito J. Raspanti
Andrew J. DuPont
Karl Friedrichs
Stephanie G. Ebert
John G. Koch
Mary H. Grabish
Of Counsel:
Martin M. Krimsky
D. Kevin Laughlin
Direct Dial: (215) 893-3410
October 11, 2006
Mrs. Josephine Beer
302 James Street
Mechanicsburg, PA 17055
RE: Estate of Kermit Beer - File No. LPA369
Your Asbestos Claim vs. National GVDsum
Dear Mrs. Beer:
I am pleased to inform you that the NGC Trust has recently raised its payment
percentage from 32% to 55.6%.
As a result, the Trust has issued a second payment in your case for an amount
representing the 23.6% increase. The gross amount of the payment is $5,310.00. From that,
we have deducted our attorney's fees and costs (if any). In that regard, I am pleased to
enclose Locks Law Firm Check Number 05422, in the amount of $3,540.00, representing your
net portion of this settlement.
I have also enclosed a Schedule of Distribution for your signature. Please sign where
indicated and return one (1) copy in the enclosed self-addressed, stamped envelope. You
may keep the remaining copy for your records.
Should you have any questions, please feel free to contact me.
Very truly yours,
LOCKS LAW FIRM
'~~
Michael B. Leh
MBL:rab
Enclosure
NEW YORK, NY CHERRY Hill, NJ MEDIA, PA
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. REV-1511 EX+ (12-99) .
"k
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
ESTATE OF ;Q r~,
J;J c: c,... K Et!/fI/T :::r.
~/-~'... Zt!'/
ITEM
NUMBER
A.
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
~ 81 0 S ~. "0
r 3~ 8bS.oO
" SOD. IJ-j)
1.
FUNERAL EXPENSES:
h\ 00\ pt,'zti t='u.nefQ,\ HOMe. ef 1Y)e.el1An~ C$ b",)-O I PA J -J osS"
Go1e ef Heo.ve.n Ce,Me.tU~ of- Mt.e..ho.Y\~C5"',^,l"j' fA 11oSS'
Fun.ef'tl mtAlJ 5PIIC'TS, .e..12.
:1.
3.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) ::TDsEF'HINIi P.
2.
3.
4.
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 30:1 JANES S'f7t(!&ET
City /J1 E t!1I A AIle s ~ (,,{ IC f;
~~
~/A
lUll-I yEt).
State ..1'!t!L Zip
170s>
Year(s) Commission Paid:
/II/A
~
~ il{ '/.. 50
Attorney Fees (!,1I11-~LES E: SIIIEZDS :z;r
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant :JDsdN/NJr I? 18liliT(
Street Address ~'2 r,lfAfES sr~T
City JUt;(!I/lfllle s ~ tI ~~ State~ Zip 17{) S'S'
Relationship of Claimant to Decedent ?O /j)~U)
~
~SW,ot>
Probate Fees IJMIl o"';ainal i~5ue of skrt cer!i h'cafeS
~fD 2,.()O
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
8".
~
A l>DIT,oNH. P~SIt~ FEE"
~
70. 00
"
".O()
tz.
/ s. 0()
JH)DmbNAt.
JNIJN.T {!&'A!.T1~ ICATes
rlt./NG /NNI!f1e. 7J1.X r:&:'
TOTAL (Also enter on line 9. Recapitulation) $ I 7, 9 J -2. /0
(If more space is needed, insert additional sheets of the same size)
REV-1512EX<(12~31 ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF 13 G E~ I I<ER/1IIT"j.
FILE NUMBER
J./-Oft,-2.01
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
~Dl-Y sPJRrr I-lDSPrrA-t. - teEIAlI.3I1Il$E:Ate:-A/r 7b ~~/# ~
~PR APJ/,fN~e- &;N AfJ/d/S$t f)AJ
HOLY sP/lzrr HDSPlrA-l, - JBAt.ANf!&
~
3.
SD. DO
? aSO~OO
TOTAL (Also enter on line 10, Recapitulation) $ 300. pO
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
~ E'~ I 1<E7l/J11 T :r
FILE NUMBER
::t/-{)fD - 201
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. .:[b5IFPHINF t::: ~
302. JJt-MES $r(lEE/
M r;;CJiIJ-N Ie. s~ (,{ Ill; ) t:'A /7&JSS"
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
NUMBER
I
t.V1JX;W
AMOUNT OR SHARE
OF ESTATE
/ tO~ft
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
n NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed. insert additional sheets of the same size)
REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2006-00201
Es ta te Of: KERMIT J BEER
PA No. 21-06-0201
(First, Middle, Last)
Late Of:
MECHANICSBURG BOROUGH
CUMBERLAND COUNTY
Deceased
Social Securi ty No: 205-22-9519
WHEREAS, on the 7th day of March 2006 an instrument dated
January 6th 1976 was admitted to probate as the last will of
KERMIT J BEER
(First, Middle, Last)
la te of MECHANICSBURG BOROUGH, CUMBERLAND County,
who died on the 22nd day of February 2006 and
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH Register of wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
JOSEPHINE P BEER
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA,
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 7th day of March 200~.~... ..
_AAM41fiiJAIJ"'--- '
Register...Of ills/ .. *
~fjjJjCJA
I Deputy .
* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
LAST l~TILL AND TESTAHENT OF KERNIT J. BEER
~=-=,==-'=-='='=-=~::=':=-.;:=':'-:::;;.~,=~~- .~;'~.'~:-:-.::;. --::. :::~'~-::"':-.::=.:"~:=:~.~.~::.-~~~~=::=--
I, KERMIT J. BEER, of the Borough of Mechanics-
burg, County of cumberland and State of Pennsylvania,
being of sound and disposing minct, memory "and understand-
iner, do make, publish and declare this to be my Last VJil1
and Testament, hereby revokinq and making void all former
Wills by me at any time heretofore ~ade.
1.
I direct all my just (lebts a.nd funeral expenses
to be paid as soon as conveniently ~ay be after my decease.
..,
L. .
All the rest, residue ano remainder of my Estate,
real, pelisonal and mixed, ",hatsoever a.no ""heresoever si tuate,
I qi ve, devise anti hequeath unto my belovec1 wif.e, ,Josephine
P. Beer, to her m,vn use and bene fi t absel utely.
3.
In the event, however, that my said ""ife should
predecease me, or as the result of a disaster cornman to
both of us, should die at about the same time as I die, or
within thirty (30) days f~om the nate of my death, then I
give, devise and bequeath my Psta.te to my sons, VJilliam J.
Beer, and Kevin ,J. Beer, in equal shares.
4 .
LASTLY, I nominat~, constitute and appoint my
said wife, Josephine P. Beer, to be the Executrix of this,
mv Last Hill and Testament. If she should predecease me,
or for any other reason fail to qualify as such Executrix,
~...-
-...
I nominate, constitute and appoint my sonS, William J.
Beer, and Kevin J. Beer, to 1'e the Bxecutors of this.
my Last ~lill and Testament., in her place anil stead. I
direct that neither of the'" shall 1-,e required to file
bond or other security in the office of the Reqister of
Wills for the purpose of administering mV Bstate.
and seal this 6th daY of January, A. D. 1976.
IN WITNESS U11EPEOF, I have hereunto set my hand
_Jf.-~.~~~d _~__(SEAL)
I' fr
(f !
Signed, sealed., publisheil and declared by the
above-named l~.~UT J. BEER, as and for his Last will and
Testament, in the presence of US who have herelmto sub-
scribed our names at his request o.s ",i tnesses thereto,
in the presence of the sai<'1 Testator and of each other.
/) -, )
__~a-liC~~
__ ~~7-.J: _Li'/A....--.-.---
/
GEORGE M. HOUCK
(1912-1991)
Register of Wills
Cumberland County Court House
1 Court Square
Carlisle, P A 17013
I
Dear Register of Wills:
CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Corner ofTrindle and Clouser Roads
MECHANICSBURG, PA 17055
November 16,2006
Re: Estate of Kermit J. Beer
No. 21-06-0201
TELEPHONE (717) 766-0209
F~ (717) 795-7473
Please find enclosed for filing 2 copies of the Inheritance Tax Return for the Kermit J.
Beer Estate as well as Check No. 1361 in the amount of $70.00 for Inheritance Tax due and
Check No. 1362 in the amount of$15.00 for the filing fee.
Thank you for your kind attention to this matter.
CES/mjj
Enclosures
/'-
Very truly yours,
~
Charles E. Shields, III
Attorney-At-Law
8
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHIELDS CHARLES EDWARD III ESQ
SIX CLOUSER ROAD
MECHANICSBURG, PA 17055
__n____ fold
ESTATE INFORMATION: SSN: 205-22-9519
FILE NUMBER: 2106-0201
DECEDENT NAME: BEER KERMIT J
DATE OF PAYMENT: 11/17/2006
POSTMARK DATE: 11/17/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 02/22/2006
NO. CD 007451
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $ 70.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$ 70.00
REMARKS:
CHECK# 1361
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS