HomeMy WebLinkAbout94-00680
PETITION I'on pnOUATE :lIId GnANT OF LETTEI~S
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Sul'iul S,'mr/I,l' No, -f~Jb!:-.Q.9_~25.76 COllllllollwellllh 01' I'ellllsylvlllllu
The 11L'Ihioll nr Ihe lIIuk"lglled r"'I'wll'lIl1y r"I"e,elll' Ihul:
\'ollll,ellliollel{'}, whol'/lIfe 1M )'ellfs 01' uge or older IIl1lhe ewelll9J~Jl
illlhe In'llIlIlof Ihe nhon' deeedelll. dnl,'d l!oY_ombol~J
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Ikl'elldelll WllS domiciled III delllh in Cumbol"lllnd
I~ la'l 1'1111I11)' or prillcll'1I1 re,idellee m 'nr, RAvon
(1Io.llmdon TOIlIIIJ hin]
(lb.. Mll't'l. lltllnhcJ UlIlllIllIlJd"alily)
Dfwl1delll,a,lhfll 75 vellts 01' IIge, died ,Tuly 20. , 1991,
III ~.I,Y_illi!rJJ;:-lroo}li tnl. GIllUp Hill. 1',1 17011 ,
Exeel'IIIS 1'01l0llS, deeedelll did 1II1II1lIlrr)'. \\'IIS 11111 divorced II lid did 1101 ha\'\' II ehlld born or adopled
ufter ewellliollol'lhe will olTered for prolmle: \\'11' 1IIIIIhe vlcllm of II killlllg alld \\'11' lIeVel adjudlcaled
hll'OIlll'elelll:
"eeelldeul al demh o\\'lIed I''''pelIY with e,/hllllled \'ullles liS 1'0110\\":
(ll'dollllclled III I'u,) All pe/Souall"operl)' S J.2 J 000.00
(If nOI domicileLI ill I'll,) Personal JlI'<lJlel'l)' in l'e/1ll,)'ll'lInln S
!If nol domiciled In I'u,} Pel'\Onnl properl)' in COUIII)' S
Valuc of lelll e'lUIC In l'enllSvll'lInlll S
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CQll~-J l-leahnl1i Cllhulw J
1'1\ 17055
I\'IIEIUiFOIlE, Jlelitioner(,) I'e'peelfllll)'
pre'enled herewith und Ihe grllnl of 'elle/S
reqlle'IC'} Ihe Jlrobale of Ihe lasl will IIl1d eodldl{,)
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OATI-( OF PERSONAL ImPHESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }- ~ll
COUNTY OF .JJ1llIDlillLilJ1D
The JlelWonerCs) ahol'e-nllllled swearCs} or a''firmc,} Ihlll Ihe '1IIIemenl' in Ihe foregoing pellllon IIrc
trlle Illlll COllecl 10lhe hesl 01' Ihe knOWledge ulld bdlef of pelilioller(s} IInd I hili "' personul lepre'en-
Inlll'L'(') of Ihe nbol'e deeedel1l pelilioner{s) 11'111 well and Il'lIi)' administer Ihe e"me aeeording 10 law,
SWOI'll 10 01 nl'fillned nnd ,"hserihed {" ~~'-e t?d,,7;;.~ '"
hefme mL' tI)ls -..{,dut._...:... d)'IY of ,:LW~~~.t 1i'
AUr;ll::Jt 1921L- ~
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thirty (30%) per cent. thereof shall be paid over and dis-
tributed to my three (3) grandchildren, to wit, Tracey Uhler,
Lawrence R. Uhler, Jr., and Robert Uhler, share and share
alike.
LASTLY, I nominate, constitute and appoint my daughter,
JOAN~E R. HERTZLER, and my son, LAWRENCE R. UHLER, Co-Executors
of this my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this
oJ,,?,..#, day of
4a,..-'/"",
, A. D., 1984.
~J 47tfL
; Jo ph J{j Uh er
(SEAL)
Signed, sealed, published and declared by the above named,
JOSEPH J. UHLER, as and for his Last Will and Testament, in
the presence of us, who have subscribed our names hereto as
witnesses, at the request of said testator, in his presence
and in the presence of each other.
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COMMONWEAlTH 0' 'fNNSVlYAttIA
Df''''_TMfNT 01 ltEY(NU(
IURIAU 0' IXAMINAIION
P.O. lOX 1117
HAUIIIU'O, PA 1710j
MUll I! COMP'1I10 IV 'IPAIlIN'A'IVI 0' f1NANCIA"NSTIIUIION WHIRl SAIl OIPOSlr lOX IS 10lA'I0 AND ,IIU.NIO 10 AIOVI AOO'IlS
1 DEcrDENT'$ NAMllloll, fl',I. Mlddl.' 2 SOCIAL SECU_ITY NUMIU , DATE 0' eu.H~
ENTRY INTO SAFE DEPOSIT BOX
TO REMOVE A WILL OR
CEMETERY DEED
I Doll of Enlry
1 .21 . ~ Ll
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. AOOAlSS 0' OICIOIN'
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"AMI AND AOO,ISS 0' PUSON AlQUISIINO 'HI OPININO 0' 'HI SAfI OIPOSIIIOX
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NAMI AND AOOAlSS 0' f1NANCIAIINSIIIU"ON WHUI THI SAfI 0lP05ll10X IS 10CAII0
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I"\e.t h A'I'M...bl\\)l'\ -it.. \lnPLc;
7 NUMII, 0' lOX
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I 11111 OR NAMIISI UNOIA WHICH lOX IS .101511A10
-rd".R~'n -:s-..un \eo;-
, WAS THI'I A Will IN IHIIOX!
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CU}lIlmU,ANIl
AFnOAVtT Ilf SUl'POIlT OF ct...UH ACA1HST TB:I ESUn: or
,JOSln'lI .J. UIILER
OeceueG
CASEI
2194680
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(Jllwn Tuttlu
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Accounc l.pr...acaciv. fGr CI.fMonc, Hoacloa.ry
liard Co.. lac., P. O. BOll 29112, Shava.. HUdoa. r... 66201, 913-676-4086,
claia of ch. Eacac. ot
JOS~:l'lI ,J. UIILER
the sua of
,O.c....d. NOI,
"-
Nlnu hundred fifteen dollars and nine cent~
(' 915.09 ). u evid.ac.d b,. ch. follo.nng cOllll'lac., tWeed it.mi.zaC1oa
.ad oth.r attached documaacacioa. Th.r. ar. aD addicloaa! credits or
offsets due the accounc ~c.pt cho.. acac.d. Th. b..iI of our cIaia i. a.
!ollov. :
Revolvlnq charq. aecount' 115-847-902
Opened
BlLL::IC DAn: ClWlCES PAYMInS
2/94 6.30 48.00
3/94 7.00 24.00
4/94 35.00 24.00
5/94 35.00 24.00
6/94 24.00
7/94 35.00 24.00
C1U:OITS
nlWlct ClWlGE
13.56
13.47
13.66
13.90
13.53("
0.00
BALANct
903.43
903.43
900.26
924.79
939.09
915.09
35.00
/ )/" ",' T;I~~N-(!.
(Signacure of CUUunt)
Dawn Tuttlu, Account Repre.enc.~v.
tor t!1.llIf~Jln...
,
PO BOll 29112
Sb.Al:lDf!~ ~f<lt~1:n" "". f;,;,n1
(Addr... ot Claimaacl
Subscribed and sworn to b.for. m. th1a
26th
of September
d.,.
4
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My C-.1a.lou upir
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
DAlE Of DEAHl -I~O' IIRI"
"/20/91~ --LY919
I" "'''KA'III 'un'~IUO 'l'Ou"IU."IIIA". ""I .UP ,,"uDOtlIWIIAll SOCIAL neVltllY HUMin
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COMMONWEAlllt or PfNusnVAU1...
DEI'AR1M[Nl or REYHIUE
Of'l.280601
IlARRISlURO, PA 11 2'-0601
Ie 0 H 'S "AM II" t. flll:". "'"l) MIODtl Itll 'AII
11 lIT. I;:]l , Jone III J.
SOCIAl IleUIU'''' HUMin
205-09-2576
II/A
~ 1. Original Relu,"
o ... limited E .tate
gjl 6,
FOR OATIS OF DIATH AnER 12/31/91 CHICK HIP
IF A SPOUSAL
POVERTY CRIDn 15 CLAIMID 0
Fill NUMBER
COUNTYCODE 1991
yEAR00600 NUMBI
DlCfOfN' COMPlE f AD II:
315 Ilnvoll Court
J.Ioohanionbul"g, PA
c.", Cumbol"lanll
AMOUNt .rellvID IUf lH"'IUCTlo~nl
1'7055
o 3. Remainder Relur"
(fa, dot,. of death prior 10 12.13.0:
o 5. Flderal Ellat. TOIll Relu,n Required
1_ B. Total Number of Sof. Oepo'" 801l0'
[J 2. Supplemenlal Relurn
o Aa. Fu'ure Inlerlll Campraml..
('or do'.. 0' d.o,h oh.. 12,\2.821
Oecedenl Died Te'lal, D 7. Decedent Malnlalned a living Tru,'
(Allo,h ,opy 01 Willi (Ana,h ,apy 01 Trul')
ALL'.CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD,BE DIRECTED_TO, ,-, :',.~',:..A,',:' ,\^i'-
HAMI COMPUU MAIUt 0 A III
110bol't atnufl'ol', Atty. IInl"l:et :J~Elre BIde;.
IIeollllnioobure, PA 17055
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1. R.al E1'a'. (S,h.dul. Al
2. Slack. and Bond. (Schedule 81
3. Closely Held Slock/Partne"hlp Inlere.t (Schedule q
A. Mortgages and Nole. Receivable (Schedule 0)
S. Ca.h. Bank D,pollh & Mllcellon,ouI Penonol Property
(S,h.dul. E)
6, Joln'ly Owned Properly IS,h.dul. f)
7. Tran,f." (S,hedul. GI(S,h.dul. l)
8. Total Gron Auell (10101 Un.. 1.7)
9. Funeral bpen.el, Admlnillrotlve COlli, Mltcelloneoul
Expen"l (Schedule Hl
10, D.bh. Morlgag. lIoblllll... 1I.nl (S,hedul. I)
11. Ta'al D.duct'o", ('olollln.. 9 & 10)
12. Net Value of Eltole (line 8 mlnuI Une II)
13. Chariloble and Governmental B.quelll (Schedule J)
14. Net Value Sub eet to Tal( (llne 12 mlnul Line 13)
15. Spoulol Tronlfe" (for dales of dealh after 6.30.94)
See Inl'rudlonl for Ar,plicable Percenlage on Reve"e
Side. (Include values rom Schedule K or Schedule M.I
16. Amounl of line U laxoble at 6% rale
(Indude values from Schedule K or Schedule M.)
17. Amounl of line 14 'oKable 01 15% role
(Include volu.. from Schedule K or Schedule M.l
18. Principal lax duo IAdd 10K from lIn.. IS. 16 and 17.)
19. Crodl" Spoulol PovertbCr~8 Prior PoomolYb
. + . +
20. If Line 1911 grooler Ihon line 18, enler Ihe difference on Line 20. Thl, I. the OVERPAYMENT.
aD
21. If Line 18 It grealer than line 19, enler Ihe difference on line 21. This II ,h. TAX DUE.
A. Enler Ihelnlere.. on Ih. balance due on line 21A.
B. Enler Ih. tolol of line 21 and 21A on line 21B. Thh II the BALANCE DUE.
Make Chede Payabl. tOI Regt,ler of Willi, Auent
r'-, ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH
Under penolll.. of perlury. I declar. Ihal I hove examined Ihls relurn, Including accompanying Ichedulel and Ilolemenlt, and to the bell of my knowledge and bel it
It It true, corroe! and complote. I dodo" Ihol 011 real 111010 hal been reporled al hue morke' value. Oedorollon of pr.porer olher Ihan Ihe penonal repr..enlall'f'r.
I balld on olllnformallon 0' which preporer hal any how lodge. .
: SIG""A1UIIEf!lll..IIIO~~ S'OtUI.IE'O~lIttmR(lURN , ADDRUSJ(l J~. lInin :Jt., HeOJlnn~CflUur6, ,lJ1\. DAIf .L"t05.?
h" u.~ -/4..-1JA.Ct'IC. ((./It. 61/~3 gvolyn St., Hal"l'lnbm'r" PA 17l1.l 12-/3 ''Iii
S AIUII or. ~'lfR' 1111I R RUEtH IVI ADDRESS Harke t Square Dldg. DAIf
~ _ ---IltlllJlD.l1i0 13 bur r!._l'A_l'l.Q55 J ~/JJ/9fC
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Chock hero If you are requasllng 0 refund of your overpavment.
(211
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1218)
420.92
o.m.
1j:21J.93
Act #48 of 1994 provldol for tho roducllon of tho tax ralol Imposod on tho n.,1 valuo of transfon to or for
11.0 UIO 01 tho "pOU"O. Tho ratos as prolcrlbod by tho Itatuto will bOI
. 3% (.03) will bo appllcablo lor oltatos of docodonts dying on or of tor 711/94 and boforo 1/1/96
. 2% (.02) will be appllcablo for ollatol of docodonts dying on or altor 1/1/96 and before 1/1/97
. 1% (.01) will bo appllcablo for oltatol of decodents dying on or of tor 1/1/97 and boforo 1/1/98
. Spousal tranlfen occurring on or altor 1/1/98 will bo oxompt from Inherltanco tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (V-l IN THE APPROPRIATE BLOCKS.
1. Did decodent mako a Iransler and:
a. rolain the use or income 01 tho praporty translorred, .......................................................
b. rotaln the right to deslgnalo who shall use 11.0 property tr"nslerrod or its Income, ...............
c. retain a rovorslonary Inlorest; or ...................................................................................
d. receive tho promise for life 01 either payments, benefits or care? .......................................
2. If dealh occurred on or belore December 12, 1982, did decedent within two years preceding
dealh transler properly without receiving adequate considerallon? If dealh occurred after
December 12, 1982, did decedent transler property within ono year of death without receiving
adequale consldoration9 ........ .~... .............................. II.............. ....... I................ ...... ..........
3. Old decedent own an 'In trust for' bank a"ount at his or her death?.....................................
..'m...tl~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
'~;('.. .,.: :-:" '\;~'lt~J.~. ::'~d" ~~~rttUhKc'tf::\;'lJ"\;t~\:~~~;I/\~..~.,fiHU\~(;;~i~/~.{~Fi ~ ,;'(j 4~,.. ;~ ~~~;;~th~Hr~b~~t ," I'~ :(iii;t.~~ \ .:;.~{~~~;~~}.Jr~~}~tr t'
o _' ..~ ~., jI,\,~t~~~,,~;}~#".1 ,; tr.-.>:.~,-~_.,~t-(';.:)4'\fi~).Il..~':'f!,~1:,;""i,_}"t"'1,'""-'1 ..,'}~~~"JI/,'i 'l:Jt~j\,,: J:,.lj,;l, ,.,,~J/t.~I, ,3J~1. ~~ ,.J . ,
," -JllII'II " -,.,.r'"_''_'''_'._--';*'Iff''''' ,'l~~"'."-."'"1-" r.",.........",. ,I'. ',-. ~-,,'..~,.,.
.~ iltJ. ?o~'h~~l>~~J:;:~~h;~'r.'';.;\:t..:.:.:,i'!~:\~;;.}~}~(,f~~t~,;7~;;';,}~\~:;;~.~::.7r:/.':~;f~~{h#n.<i.:~~11'~;~a~i~~~~~, .
LAST WILL AND TESTAMENT OF JOSEPH J. UHLER
I, JOSEPH J. UHLER, of the Township of Hampden, County
of Cumberland and State of Pennsylvania, being of sound
and disposing mind, memory and understanding, do make, publish
and declare this my Last Will and Testament, hereby revoking
and making void any and all prior Wills by me at any time
heretofore made.
1.
I direc~ thD ppymDnr j
, ..
. l
1 funeral
expenses as soon after my decease as the same can be conveniently
done.
2.
I give and bequeath all the rest, residue and remainder of
my estate, real, personal and mixed, whatsoever and wheresoever
the same may be situate, to my children, share and share alike,
per stirpes, with the express provision however, that out of
the share of my son, CLYDE UHLER, thirty (30%) per cent. there-
of shall be paid over and distributed to my three (3) grandchildren,
to wit, Misty Sheaffer, Jill Uhler and Jane Uhler, share and share
alike, and that out of the share of my son, LAWRENCE R. UHLER,
-1-
......
-_...... ....-.. -'. --,,'.- -..-.,.....-.., ~ .
..... ......-.~_,_.w.__ '11_.
thirty (30%) per cent. thereof shall be paid over and dis-
tributed to my three (3) grandchildren, to wit, Tracey Uhler,
Lawrence R. Uhler, Jr., and Robert Uhler, share and share
alike.
LASTLY, I nominate, constitute and appoint my daughter,
JOAN~E R. HERTZLER, and my son, LAWRENCE R. UHLER, Co-Executors
of this my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ~J~~ day of ~'P~~A' , A. D., 1984.
Hl:?f!1,
(SEAL)
Signed, sealed, published and declared by the above named,
JOSEPH J. UHLER, as and for his Last Will and Testament, in
the presence of us, who have subscribed our names hereto as
witnesses, at the request of said testator, in his presence
and in the presence of each other.
L-~~i2qJ(",-,
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Dauphin Deposit Bank
and Trust Company
MAIN OrFlCE: ~'3 MAnKET STREET. ItARnlSOURa. PENNSYLVANIA 1710'
717 255.2121
Decedent Confirmation
Name:
Joseph .1. Uh 1 er
Social Security No.: 205-09-2576
Date of Death (000): 07/20/94
Account No.
0042711541
------------------------ ------------------------ ------------------------
Type
Checking
------------------------ ------------------------ ------------------------
Date Opened
or Issued
07/07/87
------------------------ ------------------------ ------------------------
Date Closed
or Matured
------------------------ ------------------------ ------------------------
Date of Death
Balance $669.83
------------------------ ------------------------ ------------------------
PLUS
Date of Death
Accrued Int. $0.24
------------------------ ------------------------ ------------------------
Joint Oi/ners
(if any) None
------------------------ ------------------------ ------------------------
Date of Joint
ownership
------------------------ ------------------------ ------------------------
------------- ------------------------ ------------------------ ------------------------
Special Coirments: N/A
Additional infor",atlon available at S20.00 per hour. One hour mtnimum.
Date Prepared: August 16, 1994 Prepared by: Cheryl A. Bowers
Customer Management Information Dept. (CMI)
Page 1 of 1
Telephone No. (717) 255-2054
Farm 00-020-210 (REV 7/93)
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!1!.1!!! 11101WI'IOU 01' 'IMI~II -,~.:~
.rllWl {)'l'lIlm'l
IJlm 'I'O!I'1I0H U1U,I,IWtJ
...................................................................
.UJ,0t'L.t,l'i'l
......L.1.QQ,/)O
.0-
I-I
!
Ilot~ . L"O
(II
.' ~,o, ",t:>
L-q '~~~o_
!!UVHlUJ 'J'U^,IOIt{~J,..fdm
51\111:S I'UICI~
UM.B!1 'I'M'
'l'I'I'I,I~ 1'lmHI
____ IIr.iIJIlI\IICB ______VI'1\It:;,
CI,051 flU rl.:I{U,
l'II0llM'IIl11 Ill' I.llT Imll'I',
l'IIOll^'rJOIJ 01' '1'l\Xlml
Uchnn'_l:IL':l.Lc.._ Cnnnl.v '1.0LI
U'I'III:11
UUII'I'u'r",.
I,ma; I)J;I'(IH 1'1' ItI:CI:1 VI;II,
.1,1:1111 MIOI/IIT l'IIIMICIm,
'rO'I'M.
II/III '1'II/1'III1H III/Vl:IIn
$ I' ~C.\? . C'h':'
WO_..DO_
If>. no
l)oL
..:Jr.-f') .r...n
-0-
\LI,,, ",n
$ 1~,...595 . ~D
, .DOQ_-D~
-0-
I,OCO.'....{l.
$ \I ~'15 . ?,~
.,............................................................"..,
01GIJIIIUil~IIIW'I'!i t
C".,. ~r, ,1,..,..:.1' \ "I'llef" 01 " ""..1"
'".......,__I~~..,I .I_-.JJ.~,}, '\_ .t,...~_,-, -J
Xe.~~:: i;>.5i_:-......:...i~I.I,,::,_:r;l)(___..
rL L"." ""
~Y'..G~CCj,I..,. ,L.".l~J:10-.::x.Ill~Lc,;.....:..U.ir_lJ~
1.c:.:f.r.J~jl-:..l'\l.)ll.c:.::.._..:....C.ln::'1 ,,~.....kc........
q~-
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1'~L.u:..,
..:J~'I.t:y"l
...\ 'J:O"J.}MVo'-Ct....'f2. l.IlfJ...._e~..c<J.o.....
51.:r,I,I-:tl
1:l,5'15, 30 ./
~ T:''U'lCI.~~~_
''j,ijvl:iA
~...J,)bY-- tJ,lJ-y~~_
"',lI'il-:lftl
-n~t.fU~at.iio... '~,I~r~
>>"1,1,1:1\ ~-
. \..8.41 C(I. t; (2 y-
R(4C;-,'tJ.v
U/lt c;Z.
t7"~ -Sl.> jUT,ojt..
. . / t /, ...9) CW11'l,
l Lf80.01J ~
~
- .,.~...-_.._"
"..,.._._4.~"_~'_"'__
,!
IIVUIII.. 11UI
nTAfEO
ITEM
NUMBER
A.
B.
c.
~.~~~
COMMOtIW['-1!I1 or PrNtI$'1'IVAtlIA
UHlUI1AtlC[ IAl "[JUliN
IlfSlDrtH OfCloun
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Ploal. Print or Typ.
FILE NUMBER
.ront'~JlJI 11.
1 ')9JI.-OOf.,UO
\IilI:,j;:n
DESCRIPTION
AMOUNT
I,
Fun oral Expon'811
lIYOI'U Funor'al 1101110, Tnc., 37 T';. liain st., Hoohllnioo-
bill"l, Pa., funoral oxpOlloeo.
1,1<)5.19
,"
'I'
1,
,Joanno H. lIer'tzlol', Exeoutrix
:500. Soo. 110. 210-1~0-3975
Penonal Rep,e.entatlve Cammllllon. r,aHronoo H. 1JhlOf' Exeoutor
Sodal secu,lly Numbe, 01 Penanal Rep,e.enlalive: 1<)2-3 -677T
. Vear Com million. paid 1995
Adrnlnlllrallve COIIII
1111.5.00
41~5. 00
2,
Alla'ney foOl J. HobC'll't S!;aufl'or, Eoq., attorney's foe.
000.00
3,
Family Exompllan
Clahnont
Add,oll 01 Clalmanl 01 docodent'. death
51'001 Add,e"
Relolionshlp
Clly
Stale
Zip Codo
4,
P,obat. Fee. HoC;io tel' of IHlls of CUllIborland County, Penn-
sylvania, T~ottol'O 'l'ostnmentEU'Y.
Miscellaneous Expenso..
Penna. POHOI' t,; Light Co., monthly oleotrio ohar'go due
under' buuget plan for Au(';uot 1')911..
Penna. Po\./or,r" Light Co., payment of balanoe due on
budc;o!; plan in full.
Hegoncy Villago, Soptcmbor 199~. mobile homo lot ronta .
129.00
109.65
2,5U.00
<).03
2.')0.00
6.14
70.00
1.
2,
3.
4,
Ponna. POHor' &: J~ight co., soptolllbor 1991~ oloc trio.
Ho~onoy Villa{';o, Octobor 1991.~ 111obilo home lot rental.
Penna. POHor' 1:: Light Co., October 1991~ electric.
5,
6,
7,
Hontgomory liard Company, balalloe duo on revolving
chargo acoount Ho. 115-0l~7-902.
Ponna. POHOI' & r~ight Co., final olootrIc bill.
915.09
l~ .1~0
8,
TOTAL (AI.o enle, on IIno 9. Rocapllulallon)
(If ma,e spac. Is n..d.d, In..,' odd"'anal shoe" 01 sam. slz..)
S C!lrl'led Forll
PAGE -1
. .
_.V.UIlIIt 17111
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
1l~:'~:~C\
...JfJlu.
COMMOI'~W(AL1.1 0' PENNSYlVANIA
INIlERIIANe! 'AX ItUUIIH
U$IDIHIDICIDfNI
EStATE OF
PI,al' Pril'l Dr T ,
199LI.-00600
,TOSgPJl J. UIlLlm
ITE~
NU~BER ___._..
....---....- ._~_...__..._...._.._,---_.. -..... ,. ....
DESCRIPTION AMOUNT
9.
10.
Boll Atlantic, :t.'lnal tolophono bill.
F01'c1 HOtol' Cl'o(11 t COl1lpany, balnnoo due on Finanoing
Agrooment llnd r,oan oeoul'od by dooedent's 1989 Ford
"Eoool'tll autOlllobile.
Hegonoy Homea, Inc., r,iatlng Charu;o and CO!lUniaaion
oharr.;ed on a alo 0.1' dooodont I a 1972 IIl10lly Parkll
mobilo homo.
Kathryn l~etro\-1, 'fn."C Colleotor, 199L~ County, Townahip
and School 'fnxoa due againa t !nobile homo.
Regia tor of "11110, .1'ilin[i Ponnaylvania Inheritance
'l'nx Hoturn.
n.
12.
13.
* 26.72
3,976.00
1,000.00
140.30
15.00
Totnl....................$lO.682.60
'-L..r.;'{Ji\' .
PAGE - 2
'(VltUlll. Hili
~@b
COMMOIlWI"'UII 0' 'ttun"......tlI...
,'UII.ItAHCI IAllltUIH
IIIIDIHIDIClDIHI
I
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
JOSj~l'Jl J. UIILEn
199!~-00600 .
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
9.
A. TOkable Boquosh:
'l'nAOJ;~[ UIlT,I~n
005A \'Iest Valley St.
Heohan:tooburg, PA 17055
.TAlIE UIITJEfl
60K Colony Square
Plttaburgh, PA 15239
IlISTY II. l~ImnAnA
1~10 Caaoado noad
Ileohaniooburr;, PA 17055.
JILL UIIT,E:n
223 Eaa t 09th st., Apt. 2A
lIoll York, 11. Y. 10120
lranddaughter
12.
lranddau/3htor
1~ or a one-
aixth ahara or
Estate.
10;: or a one-
sixth shal'e at:
Eotate.
lo;~ or a one-
sixth share of
Estate.
lo;~ or a one-
sixth share of
Estate.
10.
lranddau/3hter
11.
Iranddaughter
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charltablo and Governmental Boqueshl
I.
TOTAL CHARITABLE AND GCVERNMENTAL BEQUESTS IAI.D enle, on line 13, ReCDpllutDIIDn) S
(If more .pan I. n..d.d, In..,f addlllunol .h..1I of .am. ,Inl
PAGE - 2
(:w>> 5 l::a l.~/v ..B (,.3 tI) I
~ /1/.,))'1 -,~)
REV-1547 EX AFP (12"94*
COHHOHWEALTH OF PENNSYLVANIA
DEPARTHF.HT DF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEP," Z8D6Dl
HARRISBURC, PA 17121-D6DI
ACN
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND AS~ESSNENT DF TAX
DATE
101
v
03-06-95
TATE OF FILE NO.
DATE OF DEATH 07-20"94 COUNTY CUMBERLAND
NDTE. Te INSURE PROPER CREDIT TD YOUR AcceUNT, SUBNIT THE UPPER peRT ION eF TNIS FORN WITN YOUR TAX
PAYNENT TO THE REDISTER OF WIl,LS. NAXE CHECK PAYABLE TO "REDISTER OF WILLS, AGEHT"
REMIT PAYMENT TO:
J ROBERT STAUFFER ATTY
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount R..Ht.d
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE"v=isW"EX-iiW-n'2'=94Tiioi'"icni,,"i"NHEiiii'ANCn'-AX"jipiiiijiisEH€ii,.-,uiiLrciwiiN'croR'---------------u
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOSEPH J FILE NO. 21 94-0680 ACN 101
TAK RETURN WAS. I X I ACCEPTED AS FILED CNANGE~C1
:J rT"
c-
APPROVED DEDUCTIONS AND EXEMPTIONS:
t 10,682.60
9. Funeral Expans../Ada. Co. a/Hlac. Expan... (Schedule H) (9)
10. Oabh/Hortga"a Liabiliti../Llana (Schedule 1) nO) .00
11. Total Deductions (11)
12. Hat Value of TaM R.turn (12)
13. Charitable/Govern..ntal Bequa.t. (Schedul. J) (13)
14. Hat V.lu. of e.t.t. Subject to Tax (14)
NOTE: If an a88e88ment was i88ued previau81Y, line8 14, 15 and/or 16, 17 8nd 18 will
reflect figura8 that include the total of ~ returns o88e88ad to date.
ASSESSMENT OF TAX:
1S. AMount of LJn. 14 at Spou.al rat. (15)
16. AMount of Lina 14 taxabla at Lin.al/Cla.. A rat. (16)
17. AMount of Line 14 taxabla at Collat.ral/C1a.. Brat. (17)
18. Principal Tax Du.
ESTATE OF UHLER
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL
1. R.al E.t.t. (Schedul. A)
2. Stock. and Bond. (Schedule 0)
3. Clo.ely Held stock/Partner.hip Int.r..t (Sch.dule C)
4. "ortgava./Hota. Raceivable (Schadule D)
5. Ca.h/Oank Oepo.lte/Hlec. Pereonal Property (Schadule E)
6. JointlY Ownad Property (Schedula f)
7. 1ran.f.re (Schedula G)
8. Total A...t.
III
121
(31
141
151
(61
171
,00
.00
.00
~. .,00 -.;)
-"
17.~1";50
;0.:"00 -.
.r>.
,00
leI
.00 X .03.
7,148,90 X ,06.
.00 X .15.
uel
TAX CREDITS:
PAYNE"T
DATE
12-15-94
DISCOUHT 1+1
INTEREST (-I
RECEIPT
HUNBER
MM913295
ANOUNT PAID
.00
428.93
1/
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
DATE
03-06-95
\ri
, ,
:0
...,.,;.
I-I r!
, ,..,
;;'.
.lJ
I
0'1
"
,
V, .-.
~,
17,831. 50
In.6R? 60
7,148.90
.00
7,148,90
.00
428.93
,00
428.93
428.93
.00
.00
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITIDHAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, ND PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FDRN FDR INSTRUCTIONS,I
-,
"
"
-,i
.11
:1
~ I
!
RESERVATION, Elt,t.. of dec~-nt. dVlng on Dr ~far. D'c'~r 1', .9.2 .. If ~v lutur. lnt.r..t In t~ ..tat. I, tren,'.rred
In po.....lon or ~jD~~t to el... I (collst.,.tl) ~'lGl'rl.. of the dec.dent .ft.,. the ..plr.tlon of env ..t.t. for
11'. Dr 'or y..r., thl Co..onw..tth her.by IMpr..,lv r...rvI. the right to ~r.l.. ~ ...... trlft,'.r Inherlt~. Tax..
It the l.w'ul el... . (coll,t,r,l) rete on In)' such future lnt.r..t.
Ii
PURPOSE OF
NOTICEI To fulfill thl requlr...nts of Slctlon 2140 0' the Inherltlnc, end E,t,t, Tlx Act, Act zt of 1991. 72 P.I.
&.GUon IlU.
PAVHEHTI Detach the top portion 0' thl, Natlel end .~lt with your PlY tent to the A.,lat,r 0' Will, prlntld on the r.v.r.. ,Id.,
--IWc.. c:Mck or RnIIV orela,. p.w~l. tal REGISTER OF MILLS, AGENT
All plw-ant, r,cllvld .hlll flr.t bt applied to eny Int.r..t which 'IW be ~ with anw r"llnder appllld to the t...
REFUND (CA), A refund of I tlX credit, which wle not reque.tld on the T.. A.turn, ..W ba rl~.t.d bW coapl.tlng ~ -Appllcltlon
for Alfund of pann'Vlvanl. Inh.rltanc. ~ E.t.t. T..- (AEV~IJI5). Application. It I .v.llabl. It the OffIce
of the Aegl.t.r of Wille, enw of the 25 Rlvenue DI.trlct OffICI', or bw celllna the .pacl.l 24-hour
M.w.,lna .uvic. nuablrs ,for for.. ord.ringl In Pam"lvanl. 1-100-562-2050, aubldl P......vlv.,l. land
within loc.l Hlrrl.burg Ir.. (717) 717-1094, TDD' (717) 772~r252 (H..ring 1~.lr.d Only).
OBJECTIONS. Anv plrtv In Int.r..t not ..tl.fl.d wIth the apprll.eaent, .llowancl or dl'111owanc. of d.duotlon., or ......-.nt
of t.x (IncludIng dl.count or Int.r..t) .. .hown on thl. Hotlcl lU.t obJ.ct within .I.tv (60) d.V' of r.c.lpt of
thh HoUc. bVI
--written prot..t to the PA D.p.rt..nt of R.venu., lo.rd of App..le, D~t, 211021, H.rrl.burg, PA 17121-1021, OR
--.I.ction to h.v. the ..tt.r dlt.r.lned .t IUdlt of the ICCount of the par.onll rapr..antltlv., OR
--appe.l to thl orphan.' Court.
ADttIH
ISTAATlVE
CORAECTlONS I
Factu.l error. dl.coy.rld on thl. ......eent .hould be addr....d In writIng to. PA D.p.rt.-nt of RIVenue,
Bur.au of Indlvldu.l T.x.., ATTHI po.t A......ent R.vlew unit, D.pt, 210601, H.rrl.burg, PA 17121-0601
Phon. (717) 717-6505, SII p.g. S of the bookl.t -In.tructlon. for Inhlrltanc. T.. Rlturn for I AI.ldant
Dlcldent- IREV-ISOI) for In I.pl.nltlon of 1~lnl.tr.tlveIY corrlOtable .rrorl.
If anY t.x due I, plld wIthin three (5) c.l.nd.r ~th. .ft.r thl d.ced.nt', delth, . flv. p.re.nt ISX) dl.count of
thl tlX plld I. Illow.d.
Int.r..t I, ch.rgld blalnnlng with f1r.t d.w of d.llnquencv, or nine (9) .unth. and on. (1) dlW fro. the dltl of
d..th, to the d.t. of plVlant. T.xI. whIch bl~1 delinquent bafor. Januarv 1, 1912 baar Int.r..t .t the rlt. 0'
.1. (6X) parcent p.r annul cllcul.tld .t I dlllv rlt. of .000164. All t.... whIch beel.. d.llnquant on and Iftlr
Januarv 1, 1912 will bear Int.r..t at I t.t. whIch wIll varv froe c.llnd,r v..r to c.llnd.r v..r wIth th.t rltl
~c.d bv thl PA D.p.rta.nt of R.v.nu., Th. appllcabll Int.rl.t rltl' for l'lr through 1995 .r'l
DISCOUNTI .
INTEREST I
~ Intlr..t Alt. DIlh Int.....t F.ctor ~ Intl....t A.t. D.llv Intl....t Facto..
1982 ..~ .000541 1917 .. ,000247
19n I'~ ,OO04!1 1'''~I"1 llX ,000501
1914 llX ,000501 m. OX ,000247
1915 IS~ .000556 1995-1994 n .000192
1916 lOX .000274 .99S OX .0002'"
ulnt.r..t 1. c.lculat.d a. followlI
IItTEREST a BALANCE OF TAX UNPAID X NUNBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
uAnv Notlc. luuad aft... the t.x b.co... d,Un<<I'*'\t wUI rlUect 1m Intlr..t cllculatlon to flfta." USl dan
b.yond t~. dlt. of the .......ant. I' plYlant I. .-dI aft... thl Int.r..t coaput.tlon data .hown on thl
Hotle., .ddl t1on'l Intl....t lIU.t b. c.lcul.ted,
~ --, .....- .... ..... -.~ .
:--------------------~----------------
BIll' .~~.."
1.0' <!i'M' g' '~X~'2'9"5'.. ",.i~,~~.' . Qt-JYtf~.~~!.l9,F;!'.~~J~~t~V~~1~~!Zi:,.!~"" .
l-t , 'lJ.\~'''.~ ,J? :-:"'f,"f!trl. ~ _.-' ""., ~DIPARTMINT,O.,REVI"U.t~;:i~t:"--~M~*-,;i"-l~/';,~:ti~I~{::t:,~;i.,;''''\\.
, 1<1;"'-', 41'" \5;',..."" ..!l.\t!\'"'l:';.l.,1/.""n m, ."",', '''~~i'.,+.",.",.."",.~"",,,,,,,\~.,,,,..,,,(,,,,..,.,,,,,,,.+ '.
~t!iimi.~,;{itlft;~~"c!l'!'J~!aKR~~!~!(!:~~.tt5X&:i~~!~'~.~~~!mt!c;~:~!i!>>,~~~r!!J~~1
ACN
~ ASSESSMENT P:'
II CONTROL 11;I
NUMBER
I,
RECEIVED FROM,
AMOUNT
,
,
I
I
i
I
I
I
I
r- 104DHU'
1
I
I
,
STAUFFER J ROHERT
MARKET SQUARE BUILDING
101
tftti':'ti.v.;J
MECHANIC6BURG
PA 17055
latDHllf
ESTATE INFORMATION,
B M
~ M F
1;,1 UHLER JOSEPH J
II ATEO M
m TMK E
o
el-1994-0bAO
LA
SSN eO:'i-09-e57b
I M
ou TY
CUMOErjL(IND
REGISTER OF WILLS
m TOTAL AMOUNT PAID -'428. 9::J
RECEIVED B~:'~~'
ATUIIE
MARY C. LEWI
REGIST~R OF WILLS
"
REMARKS
SEAL
JOANNE HERT7.L~R ETAL
C/O J. ROBERT STAUFFER ESQ.
CHECI<1I 10
I
,
~
,.---"
r~
.
-.- -~:------'--"---"'_."11<11. 4Ii'(.'.!, J ~'.:",
\
f: :.,{..I./
f.
1/
STATUS REPORT UNDER RULE 6.12
Name of Decedent.
.JO::L::l'lI J. UIlL!;11
Date of Deatlll .July 20, l'J9h.
W ill No.
199h-006 nO
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
court Rules, 1 report the follow.lng with respect to completion of
the aum.lnJ.stration o( the above-captioned estate.
1. State whether administration of the estate is complete.
Yes x No__
2. If the illlRwer. 1s No, state when the personal
representative reasonably believes that the administration will be
complete.
3. If the answer to No.1 is Yes, state the following.
a. Did the personal representative file a final
account with the Court? Yes No x
b. 'rhe separate Orphans' Court No. (if any) (or
the personal representative's account is.
c. Did the personal representative state an
account informally to the parties in interest? Yes x No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and ma~~11 ttPil.hiS report.
Date. Hnrch 'll..J995 ~HWLlI,t4~t,G(.c~(/~
Signature
TJn\lI'once n. Hhl01'
,Joanne n. Huertzler
Name (Please type or print)
c/o Lmll'onco n. Uhlor-611~3 Evolyn st.
Earl'lnburr;, PI. 17111
Address
';-'
'.1
..~
t.-!
1..::,,'-
-, ...\~
") L...
r'l
0:
Ol
~
()
I~.
."-.' ,-"
~) \; I
C) ........
u:w-
>-
~
.'
,J
:1=:
-"=>
Uc..>
Capacity. x
Personal Representative
Counsel for personal
representative
.,
m.7) 561-29ll5
'rel. No.
u'
:"^
(MAH I rmf/ AM3)