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HomeMy WebLinkAbout01-24-12--~ REV-1500 Ex (01-10) u- 1505610143 PA De artment of Revenue ~A OFFICIAL USE ONLY P pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 80X.280601 INHERITANCE TAX RETURN 2 1 1 1 0 0 3 7 5 Harrisburg, PA 17128-t)601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 199 34 7688 03 04 2011 12 04 1943 Decedent's Last Name KUHNS (If Applicable) Enter Surviving Spouse's Information Below Suffix Decedent's First Name JAMES Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW MI B MI ® 1. Original Return ^ 2. Supplemental Return ^ 3, Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise (dale of death after 12-12-82) ^ 5. Federal Estate Tax Return Re uired 4 0 ^ g Decedent Died Testate ^ (Attach Copy of WII) ~ Decedent Maintained a Living Trust (Attach Copy of Trust) 8. Total Number of Safe De p°Slt BOX2S ^ 9. Litigation Proceeds Received ^ 10. spousal Poverty Credit (date of death between 12-31-91 end 1-1-95) ^ 11. Election to tax under Sec. 9113 A ( ) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTE Name D TO: HAMILTON C DAVIS Daytime Telephone Number 717 532 5713 ra REGISTER OF USE O~L11' First line of address x 20 EAST BURD STREET ~ '~ Second line of address ~~ . SUITE 6 --~ ~ _ ~ City or Post Office State ZIP Code DATE FILED ~. SHIPPENSBURG PA 17257 Correspondent'se-mail address: hdaVlS@ZUllinger-DaVIS.COm Under penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which prepargr has any knowledge. JILL I. KUHNS 467 OAK FLAT ROAD. NEWVILLE. PA 17241 OTHER THAN REPRESENTATIVE r Hamilton C Davis ADDRESS ._~ 20 East Burd Street, Shippensburg, PA 17257 Side 1 1505610143 1505610143 J ADDITIONAL Personal Representatives KUHNS, JAMES B. SS# 199-34-7688.` 3/4/2011 Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. 2 Signature Name Address City, State, Zip SHIPP NSBURG PA 17257 Date 3 Signature Name Address City, State, Zip Date 4 Signature Name Address: City, State, Zip Date 5 Signature Name Address: City, State, Zip Date 6 Signature Name Address: City, State, Zip Date 151 GOODHART ROAD 1505610243 REV-1500 EX Decedent's Social Security Number Decedents name: K U H N S, JAMES B. 19 9 3 4 7 6 8 8 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) 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 8. Total Gross Assets (total Lines 1-7) ....................................................................... 27,774.26 5. 6 58,872.25 7 438,082.00 $ 524,728.51 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/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) ............................................... .. 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 .o0 5 19 , 4 6 9 5 1 15. 16. Amount of Line 14 taxable at lineal rate X .045 16. 17. Amount of Line 14 taxable at sibling rate X .12 17• 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ................................................................................................................... .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 5,259.00 5,259.00 519,469.51 519,469.51 0.00 0.00 Side 2 1505610243 150561243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 11 - 00375 DECEDENT'S NAME KUHNS, JAMES B. STREET ADDRESS 304 NEALY ROAD CITY NEWVILLE STATE PA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A• Prior Payments B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Total Credits (A + B) (1) 0.00 (2) 0.00 (3) 0.00 (4) (5> 0.00 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 :.................................... n c. retain a reversionary interest; or .................................................................................................................. r~~-1 ^x d. receive the promise for life of either payments, benefits or care? .............................................................. ^ 2. If death occurred after December 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? ...................................................................................................................... ^x ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9196 (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 refturn 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 ears of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1~.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) [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. 69116 (a) (1.3)1. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, w ether y blood or adoption. SCHEDULE E CASH, BANK DEPOSITS, & MISC.' COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF KUHNS, JAMES B. 21 - 11 - 00375 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 ORRSTOWN BANK STATEMENT SAVINGS ACCOUNT NO. 787132 (SEE ATTACHED 16,131.11 VALUATION) 2 ACCRUED INTEREST ON 1 4.18 3 I MEMBERS 1ST FEDERAL CREDIT UNION SAVINGS ACCOUNT NO. 138903-00 (SEE ATTACHED VALUATION) 4 I MEMBERS 1ST FEDERAL CREDIT UNION SAVINGS ACCOUNT NO. 138903-05 (SEE ATTACHED VALUATION) 4,831.61 6,807.36 TOTAL (Also enter on Line 5, Recapitulation) ~ 27,774.26 SCHEDULE F COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF KUHNS, JAMES B. FILE NUMBER 21 - 11 - 00375 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT KAY I. KUHNS 304 NEALY ROAD Spouse q NEWVILLE, PA 17241 JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT L~FfSCRIPT.l0~11t C~F PRO~ERTY Include name o Inanaal Ins I u Ion an bank account numbe or similar identifying number. Attach deed for jointly-held real estate. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A More than 1 304 NEALY ROAD, N. NEWTON TOWNSHIP, s5,ooo.o0 50% 32,500.00 year CUMBERLAND COUNTY, NEWVILLE, PA 17241 2 A More than 1 PNC CHECKING ACCOUNT NO. 22,468.37 50% 11,234.19 year 51-4040-9695 3 A More than 1 PNC SAVINGS ACCOUNT NO. 51-3034-4111 s,s7s.25 50% 4,839.13 year 4 A More than 1 PNC INVESTMENTS, ACCOUNT NO. 20,597.85 50% 10,298.93 year 004-745278 TOTAL (Also enter on line 6, Recapitulation) 58,872.25 COMMONWEALTH OF PENNSYLVANIA SCHEDULE G INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS & RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF KUHNS, JAMES B. FILE NUMBER 21 - 11 - 00375 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY InGude the name of the transferee, their relationship to decedent and the date of transfer. Attach a copy of the deed for real estate. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 PACIFIC LIFE ANNUITY CONTRACT NO. 311,5os.s2 100% 311,506.62 VR04047532, PASSING TO SURVIVING SPOUSE, KAY I. KUHNS, AS NAMED BENEFICIARY 2 JOHN HANCOCK LIFE INSURANCE COMPANY, 126,575.38 100% 126,575.38 ANNUITY CONTRACT NO. 2673583, PASSING TO SURVIVING SPOUSE, KAY I. KUHNS, AS NAMED BENEFICIARY TOTAL (Also enter on line 7, Recapitulation) 438,082.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H ~ F ryU ~ I ~ ~~ p R ~ + A~ LpD (APE ~ N S ^ES - ~& + FILJIYI~I V1~7 1 f W I I V G CW 1 ~7 FILE NUMBER ESTATE OF KUHNS, JAMES B. 21 - 11 - 00375 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER FUNERAL EXPENSES: A. 1 PRE-PAID B. ADMINISTRATIVE COSTS: ~. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees HAMILTON C. DAVIS, ESQUIRE 5,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 82.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 CUMBERLAND COUNTY LEGAL JOURNAL 75.00 TOTAL (Also enter on line 9, Recapitulation) 5,259.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H Funeral E~cnses & Adminis6ative Costs continued FILE NUMBER ESTATE OF KUHNS, JAMES B. 21 - 11 - 00375 2 I THE NEWS CHRONICLE 101.50 Page 2 of Schedule H REV-181 FX+ (11-08) a ~' a SCHEDULE) COMMNHERTA CE TAXRETURNANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF KUHNS, JAMES B. FILE NUMBER 21 - 11 - 00375 NUMBER RELATIONSHIP TO NAME AND ADDRESS OF PERSON(S) ~ DECEDENT R SHARE OF ESTATE (Woros) AMOUNT OF ESTATE ($$$) ECEIVING PROPERTY I Do Not lJSt Trwtes(s) I~ TAXABLE DISTRIBUTIONS [inGude outright spousal distributions and transfers under Sec. X116 (a) (1.2)] 1 KAY I. KUHNS ~ Spouse RESIDUE 519 469 5 304 NEALY ROAD ; , . NEWVILLE, PA 17241 i i i 3 1 i I I ~ 7 I I J I {k 3 i Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover eet, as appropriate. III NON-TAXABLE DISTRIBUTIONS: 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 0.00 v~sTOwly Ba~vx A Tradition of Lxcelle~rce November 3, 2011 Law Offices of Zullinger-Davis Hamilton C. Davis, Esquire 20 East Burd Street PO Box•40 • Shippensburg, PA 17257 Fax: 530-5222 Rs: Estate of James B. Kuhns Social Security Number 199-347688 Date of Death 3/4/11 IT IS HEREBY CERTIFIED THAT.THE ABOVE NAMED DECEDENT HAD THE FgLLOWING ACCOUNT WITH ORRSTOWN BANK: SAVINGS ACCOUNT Account No.- Account Type- Date Opened- Date Closed- Joint Account'(name/date)- Balance- Accrued Interest- 787132 Statement Savings 10/12/93 3/31/11 _ No $16,131.11 $4.18 Best Regards., 1 ~~ (~ ~~~~~ Jill R. Worthington Deposit Processing Clerk :!k • 2695 Philadelphia Avenue Charnbersburg, PA 97201 •' 1.888.ORRSTOWN . VE-t4U"UI~«a36"~'S$t3trti9'BsC9~II1rt MEMBERS 1St FEDERAL CREDIT UNION Nav f ~~ 2ot ~ SAVINGS ACCOUNT: Account Number/Suffix 138903-00 Date Account Established 03/30/1994 Principal Balance at Date of Death $4,831.61 Accrued Interest to Date of Death $.10 Total Principal and Accrued Interest $4,831.71 Name of Joint Owner None INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix 138903-05 Date Account Established 07/12/2008 Principal Balance at Date of Death $6,807.36 Accrued Interest to Date of Death $.20 Total Principal and Accrued Interest $6,807.56 Name of Joint Owner None M M RS 1ST FEDERAL RED T NION 4 t Danielle A. Kline Lending Insurance Support Specialist November 8, 2011 Estate of: JAMES B. KUHNS Date of Death: 03/04/2011 Social Security Number: 199-34-7688 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslstorg 0 ~~ V 1 z w U a_ C!1 f6 V~ (/~ ~ Z tLL. v ~.. U 0 .~ 0 d' ~ ~ 1 O U ~ O ~ ~ a ~ ~ . 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W ~w~% a J J C m O c U z a Pacific Life 11/8/2011 2:33;:.11 PM PAGE 2/002 Fax Server X1.1 t ~'.J~ November 8, 201 1 HAMILTON C DAMS LAW OFFICES OF ZULLINGER-DAMS ATTN: NICHOLE FAX: 717-530-5222 Re: Accumulated Cash Value Contract: VR04047532 Annuitant: JAMES B KUHNS Owner: JAMES B KUHNS Dear Nichole; We are writing in response to information requested on the above-referenced contract. The Accumulated Cash Value as of March 4, 2011 is $311,506.62. If you have any questions, you may contact an Annuity Information Specialist at (800) 722-4448, Monday through Friday from 6 a.rn. to 5 p.m., Pacific Time. You may also contact your registered representative with questions. Neither Pacific Life nor its representatives give tax or legal advice. Sincerely, G~Q ~ - ~~ Lorene C Gordon Vice President, Operations Retirement Solutions Division Pacific Life Insurance Company Retirement Solutions Division P.O. Box 2378, Omaha, NE 68103-2378 www.PacificLife.com Securities Distributed by Pacific Select Distributors, Inc., Member, FINRA & SIPC NOV ' ~: 2011 John Hancock Life Insurance Company (U.S.A.) John Hancock Annuities Service Center 164 Corporate Drive, Portsmouth, NH 03801-6815 Mailing Address: PO Box 9505, Portsmouth, NH 03802-9505 (877)543-2363 www.jhannuitles.com November 8, 2011 HAMILTON C DAMS, ESQUIRE PO BOX 40 SHIPPENSBURG, PA 17257 Dear Mr. DAMS: Re: CONTRACT/CERTIFICATE # 2673583 iG~~t~CCTIG1p. the future is yours~''~ This letter is in response to the inquiry recently submitted for the annuity contract referenced above. The date of death value as of 03/04/2011 was $126,575.38. If you have any questions or concerns about this letter, please call us at 877-543-2363. Our Claims Service Representatives are available on weekdays from 9:00 a.m. to 5:00 p.m. EST. Sincerely, John Hancock Annuities Life insurance annuities, includin® group annuities, are products issued by John Hancock Life Insurance Company (U.S.A.)•, Bloomfield Hills, MI "not licensed in New York LAW OFFICES OF ZULLIlVGER-DAMS PROFESSIONAL CORPORATION JOEL R ZULLINGER SUZANNE M. TRINH gA1VIILTON C. DAMS strinh(c~zullin¢er-davis.com hdavisna zullinger-davis.com 'zullin er zullin er-davis.com 14 North Main Street, Suite 200 20 East Burd Street, P.O. Box 40 Shippensburg, PA 17257 Chambersburg, PA 17201 717-532-5713 717-264-6029 717-530-5222 (FAX) 717-264-1884 (FAX) January 19, 2012 ~ ~ Register of Wills rte- Cumberland County Courthouse t ~ ~? -+~ -,-, Room No 102 ~' N ~ , One Courthouse Square .,.,, ~, Carlisle, PA 17013 ~ ~`" c•: RE: Estate of James B. Kuhns Est. No. 21 11 00375 Dear Sir or Madam: Enclosed herewith please find an inheritance tax return, filed in duplicate. A check for filing fee in the amount of $15.00 is also enclosed. Please send a bill to our Shippensburg office for any additional costs due. If there are any questions or concerns, please contact me at the Shippensburg office. Thank you. Sincerely yours, ~..~ ~ . ~~~..~~ . Hamilton C. Davis for Zullinger -Davis Professional Corporation HCD/njk Enclosures Reply to: Hamilton C. Davis, Esquire P.O. Box 40 Shippensburg, PA 17257 W O N 1~ I ~ ~ m W N .~-- IW ~~Np 1~: ~~a N ~ i ~ ~ ~ ~~ M o ~ ~~ ~ LL m a, ` ~s d W °~.ur~n o o ~ ~~~ C,.~i~ L'~3 1++~ ~; ~~ ~ ~~ . ~s cv .~ . V . •ac z ^~ ~~ L .~ 0 r N N ~ r 1 Q OQ ~- a°O ~ Uax~ Zwmz Oooa ri ~Q ~ Q ~ = m Z w ~. _a N U c+~ ~~ o ~ ~ -~ ~ ~ `~ coo ~a O ~ r- ~~2 N to .,i ~~~ ~„