HomeMy WebLinkAbout04-23-121505610143
REV-1500 Ex(°'-'°'
PA Department of Revenue OFFICIAL USE ONLY
Pennsylvania County Code rear
Bureau of Individual Taxes DEVARTMENTOFREyEMUE File Number
Po Box.2aoso~ INHERITANCE TAX RETURN a, ~ /
Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~ 1 v9g~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
103 20 5661 08 06 2011 05 12 1927
Decedent's Last Name Suffix Decedent's First Name
THOMA MI
KARL H
(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
XO 1. Original Retum
2. Supplemental Return ~ 3. Remainder Return (date of death
^ prior to 12-13-82)
4. Limited Estate ~ qa Future Interest Compromise
(date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required
g Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
~ Decedent Maintained a Living Trust
(Attach Copy of Trust)
1 p Spousal Povert Credit date of death
between 12-31 ~J1 and 1<-1-95)
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX fNFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
MARK A MATEYA 717 241 6500
REGISTER LS USE30iVLY ? ~T"
First line of address {_e -r- t~ ;,:~ _ _a
5 5 W CHURCH AVENUE ~'J ~ m fv ,~ . ~:,:
:~ 4^ j~
Second line of address ~~ C ; ~. } -.-,
City or Post Office .,., -t
DATE'FILED ',
'' ~ O
C
State ZIP Code .
CARLISLE PA
Correspondent's a-mail address: Il7arYl~nlateyalaW.COFt'1
Under penalties of perjury, I declare that 1 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.
SIGNATURE OF RERSON RESPONSIBLE Ft7R Fu incr. aGTi io~i
Karl C Thoma
SIGNATURE OF PREPA R OTHER THAN REPRESENTATIVE
f~'>~- - Mark A. Mateya
ADDRESS
DATE
y~~ ~ z
55 W. Church Avenue, Carlisle, PA
Side 1
L 1505610143
1505610143 J
1505610243
REV-1500 EX
Decedent's Social Security Number
°e~ae"t'S Neme: ThOma, Karl H 10 3 2 0 5 6 61
RECAPITULATION
1. Real Estate (Schedule A) ................................................................................... .... 1.
2. Stocks and Bonds (Schedule B) ......................................................................... .... 2. 5 , 019.73
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)..... .... 3.
4. Mortgages & Notes Receivable (Schedule D) .................................................... .... 4.
5. Cash, Bank Deposits i~ Miscellaneous Personal Property (Schedule E) ............ ... 5. 90 , $2 9.74
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested.......... .. 6.
7. Inter-Vivos Transfers & Miscellaneous I~oq Probate Property
(Schedule G) ~J Separate Billing Requested.......... .. 7.
8. Total Gross Assets (total Lines 1-7) .............................................................. g
.... ...
, 95 , 849.47
9. Funeral Expenses & Administrative Costs (Schedule H) ..................................... .. 9. 14 , 655.4 $
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................ .. 10. 1 , 418.0 9
11. Total Deductions (total Lines 9 & 10) ................
................................................. .. 11. 16, 073.57
12. Net Value of Estate (Line 8 minus Line 11) .................................
. ......................
.. 12. 7 9
7 75
90
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. 7 9 , 7 75.90
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 .00 15. 0 . 0 0
16. Amount of Line 14 taxable
at linealratex .045 79,775.90 1s. 3
589
92
17. Amount of Line 14 taxable ,
.
at sibling rate X .12 0. 0 0 17. 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0. 0 0 18. 0. 0 0
19. Tax Due ................................................................................................................. . 19. 3 , 5 8 9.92
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
Decedent's Complete Address:
DECEDENT'S NAME
Thoma, Karl H
STREETADDRESS
CITY STATE
PA ZIP
File Number
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments 2,800.00
B. Discount 147.37
(1)
3,589.92
2,947.37
642.55
Total Credits (A + B) (2)
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.
(3)
(4)
(5)
Make Check Pa able to REGISTER OF WILLS, AGENT.
.. ,;
F ~: .
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 :.............................. x
.... .............................................
b. retain the right to designate who shall use the property transferred or its income :.................................. ^
c. retain a reversionary interest; or ............................................................................................................... ^ 0
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? .......................... ^
.....................................................................
...........
.. ...
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. §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 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 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 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. §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-1503 EX+(g_98)
COMMON WEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
scHEOU~E s
STOCKS & BONDS
ESTATE OF
Thoma, Karl H
FII F NI IMRCD
- - - - --- - ------ -~~°- -• --....,,..,..,r ,,,,.a...~ a,ac,oavu un xneame r.
ITEM CUSIP
NUMBER NUMBER
1
2
3
4
5
6
7
8
9
10
11
DESCRIPTION VALUE AT DATE
UNIT VALUE OF DEATH
1 share of Northrop Gumman -Stock Certificate Cusip 55.73 55.73
666807 10 2 Certificate No. 17292
4 shares of Northrop Gumman -Stock CUSIP 666807 10 2 55.73
Certificate No. 14242
46 shares of Northrop Gumman -Stock CUSIP No. 55.73
666807102 Certificate No. 21025
US Savings Bond -Series EE -Issue date 01/1989
Serial No. C204216193EE
US Savings Bond -Series EE - $100.00 Issue date 11/1988
Serial No. C193749007EE
US Savings Bond -Series EE $100.00 Issue date 04/1988
Serial No. C172963767EE
US Savings Bond -Series EE $100.00 denomination Issue
date 06/1988 Serial No. C176717856EE
US Savings Bond -Series EE $100.00 denomination Issue
date 08/1988 Serial No. C181789256EE
US Savings Bond -Series EE $100.00 Denomination Issue
date 09/1987 Serial No. C154208737EE
US Savings Bond -Series EE $100 denomination Issue date
11/1987 Serial No. C158166614EE
US Savings Bond -Series EE $100.00 denomination Issue
date 01/1988 Serial No. C165066424EE
222.92
2,563.58
154.08
154.08
157.16
157.16
157.16
160.32
160.32
160.32
I I Total of Continuation Schedule See attached page
TOTAL (Also enter on Line 2, Recapitulation) 5,019.73
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1503 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
continued
ESTATE OF FILE NUMBER
Thoma, Karl H
ITEM CUSIP
NUMBER NUMBER DESCRIPTION
12 US Savings Bond - EE Series $100.00 denomination Issue
date 04/1987 Serial No. C147174552EE
13 US Savings Bond -Series EE $100.00 denomination Issue
date 05/1987 Serial No. 0133298961 EE
14 US Savings Bond -Series EE $100.00 denomination Issue
date 7/1987 Serial No. C152557406EE
15 US Savings Bond -Series EE $100.00 denomination Issue
date 02/1987 Serial No. C1410219852EE
16 US Savings Bond -Series EE $100 denomination Issue date
12/1986 Serial No. C124384636EE
17 US Savings Bond -Series EE $50 denomination Issue date
09/1986 Serial No. L270178027EE
UNIT VALUE
VALUE AT DATE
OF DEATH
163.52
163.52
163.52
166.80
166.80
92.74
TOTAL (Also enter on Line 2, Recapitulation) 5,019.73
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule B (Rev. 6-98)
Rev-1508 EX+ (6-98)
COMMONWEALTH OFPENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Thoma, Karl H
All ro V V ,~ r,....oo..~ v~ ~„~ya,~~~ "~ "' 1Q ua,n uie proceeas were recelvea oy the estate.
p party jointlyowned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Bethpage Federal Credit Union -Savings Account - Accoun 55786010 1,797.97
2 Bethpage Federal Credit Union -Checking account Account No. 5578688 1,615.31
3 Bethpage Federal Credit Union -Money Market Account No. 900005578618 33,977.18
4 Diakon Lutheran Social Ministries -Refund on Assisted Living Account 37.25
5 Northrop Gumman -Savings Plan 46,600.03
6 Ross Funeral Home -Pre-Paid funeral Expense 5,182.00
7 US Treasury -Personal Income Tax Refund - 2011 1,620.00
TOTAL (Also enter on Line 5, Recapitulation) I 90,829.74
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
REV-1151 EX+~10-05)
COMMON ~EAgLTti OFgP~ENNS~~JJYLVANIA
IN RE II N EDE ED NTRN
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Thoma, Karl H
-~-..~. ..• .......... .. n.uaa vc ~cNv~acu VII a71:11C(7U1(: 1.
ITEM
N BER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
8,479.20
Street Address
City State Zio
Year(sl Commission paid
2. Attorney's Fees Mark A. Mateya 5,300.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees 280.50
5. Accountant's Fees 280.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs 315.78
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 14,655.48
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Thoma, Karl H
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Burial clothing expense -Bon Ton 329.89
2 Ewing Brothers Funeral Home 1,731.00
3 Pastoral Fee -Pastor for memorial services 100.00
4 Ross Funeral Home -Funeral Expense in New Hampshire 6,183.31
5 Top Notch Memorials -Inscription on monument 135.00
H-A 8,479.20
Other Administrative Costs
6 Cumberland County Register of Wills -Filing fee for REV-1500 & Inventory 30.00
7 Cumberland Law Journal -Legal Advertisement of Estate 75.00
8 The Sentinel -Legal Advertisement of Estate 210.78
H-B7 315.78
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1512 EX+ (12-08)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Thoma, Karl H
Report debts incurred by the decedent prior to death that remained unpaid at the date of death- inr:udinn unm:...t,...esw .sa:__: _..______
v~ ~~~~~~ oNa~ :~ neeaea, aaomonal pages or the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08)
REV-1513 EX+Itt-08)
~ ~EpTgX NN SCHEDULE J
COMMN RES D NNT DECED~N~RNANIA BENEFICIARIES
ESTATE OF
Thoma. Karl H
FILE NUMBER
NUMBER NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116 a 1.2
1 Andrew J. Thoma Grandchild 3
960
73
82nd ESC, 326 En Bn ,
.
Apo, AE 09391
2 David Thoma Grandchild 3
960
73
49 Dogwood Lane ,
.
Irvington, NY 10533
3 Geoffre C Thoma Grandchild 3
960
73
1607 1/2 Pine Street ,
.
New Orleans, LA 70118
4 Joseph Thoma Child 1/3 share of 19
494
08
54 Etville Avenue Northrop ,
.
Yonkers, NY 10703 Gumman
Savings Plan -
5 Karl C Thoma
1130 Shannon Lane Child 1/3 share of 19,494.08
CaMisle, PA 17013 Northrop
Grumman
Savings Plan -
See continuation schedule attached Continuation 27,415.54
Enter dollar amounts for distributions shown above on lines 1
5 throw h 18 on Rev 150 Total
0 cover sheet, as a r
o riate. 78,285.89
II NON-TAXABLE DISTRIBUTIONS:
. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTA L OF PART II -ENTER T(7TAI NC)N-TAXGRI F rIIQTRIRI ITI/I~IC r1A~ i u~~ ~ o ~r nr~ ~ . ~..........~.~ ,...~~~.
~,opyngnt ~c~ ~uua roan software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
Record 1 of 1
set from: Fid #1 Fid #Z Fid #3
Estate of Karl H Thoma PA
~_ Benx ~~t~~~$ Transactions ~ J in rs
Will Details
Thoma, Paul Deca Date of Death
State of Domicile
.~ Benefi~,~rv Altacations ~ ~ ~~
Namelast Thoma 1a Bequests (Cash) (Sch A,B,C,F)
First
Paul `'1b Bequests (In Kind) (Sch A,B,C,F) ~ }
~ ~~
pousal (Sch E-1) }`
Middle 2b JoirrtlNon-Spousal {Sch E-2) }
Suffix 3 Transfers (Sch D,G,H,q (~- 1,<
4 PrB-Residue (SCh A - I) tf }
EStatefTru8tl~arli2~tlon Name 5d Resid (Fed) 3'tx 12. 3
960
74
,
.
Sb Resfrd'~~t) 31 555.88x 12, 3,944.49
6 Beny Share Pre-Tax 3,960.74 ~ 3,960.73
Addressl 54 Etville Avenue 7 us Est Tax o.oox 12.
Address2 _
8 US GST Taxr- 0.00x:..12.507.
CdY Yonkers 9 St Dth Tax 3 369.65x 12. 421.21 421.21
State 10 Total Tax 421.21 421.21
Zip
10703 11 Beny Slu~re Pcsst-Ta~c 3,539.53 3,523.28
R ~ to ,; 100
0000% ~n ~° ~ `~
Relationshi .
p Grandchild
#o Qeced~nt `Y° Share of 12
5000%
.
Residue
Tax `C188s 4
5% Share of Estate
Soc Sec .
unknown ~ none (Words} (PA only)
or EID #
~ blank Beneficial Interest
~~~
~~ share of
Re8idu8 (Indiana) 12.5000% v'85M ~ ~~~ ~~), ~v
• ~ ~ view by Assts (xxD), Bens
~~ ~r .., ti.. a..~-
Gross Estate (Page 1, Line 1)....... ..... ......... ......... ................................. ....... ' ---~~, ...._.W ,..,,, .~. ,.,.~,
f,Qitl.Lh? Debts n pe ses {S h .......... ..... .......... .......................... 94,229.47
a d Ex n c ed J, K, L}.. ... .......... ................. 15,943.57
Gross minus JKL ............... ... ... .......................... ............ .... 78
~ Deductions C1laimed on 104'! (instead of 706}.............. ,285.9t?
Bequests and Non-Probate Transfers (Taxable}........... ~i- 46~},p2
Bequests and Non-Probate Transfers (Marital} .............
Bequests and Non-Probate Transfers (Charitable}....,.. f s~ 46,600.02
..Gross Res~lue (before TAXES} ... ............................................. R@StCtu@ ~" ~.
Gender
'Title
Short.
Salutation
Date of Birth
Date Death
Age ~ Decedent's Death
E-Mail Address
`Tier 1 Distribution
Life Estate?
Intestate Heir?
I Attorney
~~°-~
Fiduciary
~~
~-
'^
Record 7 0# 1
Set from: Fid #1 Fid #2 i #
Estate of Karl H Thoma
PA
~ B@t1~jl ~@ta1~S Transactions J '
Will Details
Thoma, Peter Decd Date of De.~tt
State of Domicile
#3en~flci6rygfocationg 74St
NameLast Thoma 1a Bequests (casn) (sch A,B,c,F)
Flrst 1 b Bequests (In Kind) (SCh A,B,C,F) ~
Peter 2a JoinUSpousal
(Sch E-1) ~-
Middle 2b €o€rztmo„-spousal (stn E-2)
~
--
SuffiX r ~^t
-
3 Tra isfers (Sch D,G,H,I) i~l
4 Pre-R8s€due (5th A - 1)
EstatelTrustlOrganrtatlon Name 5a Resid (Fed) ~1',x 12.50Y. 3
960.74
5~ Res1d fSt) 31 555.88x 12.50% , 3,944.49
6 Beny Share Pre-Teat 3,960.74 ~ 3
960
73
Addreas1 54 Etville Avenue 7 US Est Tax o.oox 12.50%
- ,
.
AddresS2 8 US GST Tax
O.OOx 12.50%
CdY Yonkers ..~. S St Dth Tax 3 369.65 x 12.
~
~ 421.21 421.21
State ~ 10 Total Tax
~~ 421.21 421.21
_ _
Zip 10703 19 8erty Share Pos~t.TaX 3,539.53 3,523.28
Relationshi Residue rnis mount used
At $e 100.0000% on 706, Pa 2
p Grandchild
to Decedent ~a share of 12
5000%
,
Residue
Tax Class 4
5% Share of Estate
,
Soc Sec
unknown ~ ~ none (words) {PA only)
or EID # ~ blank Beneficial interest
Nags
°k share of 12.5000%
Residue (Ind€ana) ~ view ~ Assets (706), Reny
• • - • - ~ ~ View by Assets (XXD), Beny
Grass Estate (Page 1, Line 1} ..................................................................................................... 94,229.47
I)$lt1.tF.i: Debts and Expenses (Schad J, K, L) .......................................................................... 15,943.57
:Gross minus JKL.... ............. .......
...... .. ............................................................................... 78,285.90
IiAintas Deductions C~irned on 1047 (instead of 706) ...............
Bequests and_Nort-Probate Transfers (Taxable)........... 'i 46,600.02
Bequests and Non-Probate Transfers (Marital} .............
Bequests and Non-Probate Transfers (Charitable),...... > tr 46 600.02
Gross Residue (before TAXES)... fZeSltille '~~ 'w
Attomev
Gender
Title
snort
Salutation
Date of Birth
Date Death
Age @ Decedent's Death
E-Mail Address
Tier 1 Distribution
Life Estate?
Intestate Heir?
Fiduciary
Record 1 of 1
Estate of Karl H Thoma PA
Set from ~ ~y~ Fid #1 Fid #2 Fid #3
`' Beny Details rans
actions o~n ow rs
~
,
~,~
Will Details
Thoma, Walter R Decd Date of Death
State of Domicile
NameLast Thoma ~~ Z9~ ~~ ' ~,
1a Bequests (cash) (sin A,B,c,F) --
Fi
t 1b Bequests (In Kind) (Sch A,B,C,F) 15,533.34 ~' 15,533.34
rs
Walter 2a JOint/Spousal (Sch E-1)
Middle
R
2b Joint/Non-Spousal (Sch E-2)
Suffix 3 Transfers (Sch D,G,H,I) - };
4 Pre-Residue (Sch A - I) 15,533.34 1.6,533.34
Estate/Trusttt}rganiZafon Name Sa Resid (Fed) :'~' x 12.50•k 3
960.74
,
5b Resid (Stl 31 555.88 x 12.50% 3,944.49
6 ~ Share Pre-Tax 19,494.08 ~ 19,494.08
Address1 770 Clayton Street #1 7 uS Est rax o.oox 12.b{!°6
Addfess2 8 US GST Tax O.OOx 12.
'"""'"'-"~"""`
CI~
S
an Francisco 9 St Dth Tax 3 369.65x 12.60% 421,21 421.21
~C
p
State ` 7U Totai Tax 421 21' 1~ -""y21 21
~'
Zip 94117 11 Beny Share Post-lax 19,072.87 19,056.62
Residue This -ount used
100
0000%
Relationshi
'"
' .
Ail Be
on 706, Pa 2
D
p Child
~
to Decedent.: ~° Share of 12
5000%
.
Residue
Tax Class r4.5% Share of Estate 1/3 share of Northrop Grumman Savings Pian -
SOC S@C ^
unknown nOnB (Words) (PA only) Beneficiary Designation
or EID # ~ blank Reneficiallnterest
Notes
%,share of 12.5000%0
Residue (Indiana) r ~ view by sets {7o6j, i3eny
~~~ e ~ }-
~
View by Assets ~(XXDj, Reny
~
~
L -1 ~uur hae Ron Aa~~.. !'fM . vvr..
. ...... ..~ w..~. raw~IIaa ,. w Ya. MLI~
Gross Estate (Page 1, Line 1j ..................................................................................
• ................... 94,229.47
~1~Y8 Debts and Expenses (Sched J, K, Lj............ ... ........................................................ 15,943.57
Grass minus JKL ...............................................................:........................................................ 78,285.90
;Minus... Deductions Claimed an 1047 {instead of 7El~i} ...............
Bequests and Non-Probate Transfers (Taxable)........... ~ 4g,sp0,02
Bequests and Non-Probate Transfers (Marital) .............
Bequests and Non-Probate Transfers (Charitable),...... '~- gg~sp0,p2
,~ ;, .
Gross Residue (before TAXES I~eSltllle "~
Gender ~~.. Attpmey
Title r~
short
Salutation Fiduciary
Date of Birth ~""'~"
Date Death
Age @ Decedent's Death ~~
E-Mail Address
Tier 1 Distribution % ~-
Life Estate? ' ^
Intestate Heir? ^
'€ ~ ,
C~Op~
LAST WILL AND TESTAMENT
OF
KARL HEINZ THOMA
~~
~~
DEBRA
GOLDEN ZUK
Attorney At Law
15 Moln Street
PO Box 233
litileton. NH 03561
(603) 444-4887
Fax (603) 444-5065
I, Kar( Heinz Thoma, of 40 Fairview Street, Littleton, County of Grafton,
and State of New Hampshire, do make this will and hereby revoke all other wills
and codicils previously made by me.
DEBTS, EXPENSES AND TAXES: I direct that all my legal debts,
funeral expenses and expenses of administration be paid as soon after
my death as practicable. I further direct that all such debts and
expenses as well as all estate, inheritance, transfer, legacy or
succession taxes (state and federal), and any interest or penalties
thereon which maybe assessed or imposed with respect to my estate,
or any part thereof, or my will, including the taxable value of all
policies of insurance on my life and all transfers, powers rights or
interests includable in my estate for the purposes of such taxes and
duties, shall be paid out of my residuary estate as an expense of
administration and without apportiomnent, and shall not be prorated or
charged against any of the other gifts in this will or against property
not passing under this will.
2. REAL PROPERTY:
A. All of my right, title and interest, whatsoever it maybe, in real
property located at 40 Fairview Street, Littleton, N.H., or any
other home I may subsequently acquire as my residence, I
devise to my wife, Jane Pntdena~I'homa. If Jane Prudent
Thoma predeceases me then this real property shall be divided
equally between my tlu-ee children and my five grandchildren
such that each person receives a.n equal 1/8 share of the value
of the real property. If one of my children wishes to acquire
the property that child wishing to acquire said property shall
be allowed to do so and the fair market value of the real
property shall be considered in that child's equal share as
defined in this Will. Any distribution under this paragraph
shall be made per capita. My three children are: Joseph Thorna
of Yonkers, New York; Karl Cluistian Thoma of Carlisle
Pemisylvania; and Walter Raiinond Thoma of San Francisco,
California. My grandchildren are: Peter Thoma, David Thoma,
Paul Thoma, Geoffre Thoma and Andrew Thoma.
:,
3. TANGIBLE PERSONAL PROPERTY:
A. All tangible personal property I own at the time of my death, I
bequeath to my wife, Jane Pruden~fhoma. If Jane Pruden~~
Thoma predeceases me then all my tangible personal property sh
be divided equally between my three children and five
grandchildren such that each person receives an equal 1/S share of
zny personal property.
4. INTANGIBLE PERSONAL PROPERTY:
I give and bequeath to my wife, Jane Pruden~homa, any
intangible personal property owned by me at the time of my death,
including, but not limited to, bank accounts, stocks, and/or bonds.
If Jane Pruden~Thoma predeceases me, then I give and bequeath
any intangible personal property owned by me at the time of my
death to my three children, and five grandchildren in equal shares,
per capita such that each person receives an equal 1/8 share under
this paragraph.
n~
5. RESIDUARY ESTATE:
All the rest, residue and remainder of my estate, of whatever kind
of nature, wherever found and however, acquired, including any of
the foregoing bequests in this will which for any reason fail to take
effect and any property over which I have a power of appointment,
I give, devise and bequeath to zny wife, Jane Prudeu~I'homa. In
the event Jane Pruden~I'homa does not survive me or we die
simultaneously, Igive, devise and bequeath said residue and l
remainder of my estate to my three children and five 1
grandchildren in equal shares, per capita.
If none of the beneficiaries listed above survive me, then said
property shall be added to my residuary estate and distributed in
accordance with the laws of New Hampshire as if I had died
intestate.
DEBRA
GOLDEN ZUK
Attorney At Low
15 Maln Street
PO Box 233`
Littleton, NH 03561
(603) 444-4887
Fax (603) 444-5065
[ i
~~
DEBRA
GOLDEN ZUK
Attorney At Law
15 Maln Street
PO Box 233
Littleton, NH 03561
(603)444-4887
Fox (603) 444-5065
5. ADMINISTRATIVE POWERS: My executor and any other
administrator or executor administrating my estate shall have the
powers, in addition to those granted by law, as are granted to trustees
by the Uniform Trustees' Powers Act (RSA 564-A), as it maybe
amended from time to time. Where the context of this statute requires,
the word "executor" or "administrator" shall be substituted for the
word "trustee" and the word "estate" shall be substituted for the word
"trust".
6. SIMULTANEOUS DEATH: No person shall be deemed to have
survived me, or any other person or event under the terms of this will
unless such person survives the end of the period commencing with
the close of the calendar day of my death, the death of such other
person or when such event occurs, and ending with the close of the
thirtieth (30) calendar day thereafter.
7. EXECUTRIX: I nominate my wife, Jane Pruden-~t'homa, to be
executor under this will. If Jane Pruden~T'homa should be unable or
unwilling to serve in this capacity for any reason, then I nominate my
attorney, Debra Zuk, as alternate executor. It is my desire that Jane
Pnidenz~-QThoina or the designated alternates shall be allowed to serve
with the minimum bond required by the Probate Court.
8. DISPOSITION OF MY REMAINS: It is my desire to be buried at
the Glenwood Cemetery if possible. Otherwise I have no specific
requests regarding the disposition of my remains but leave that to the
discretion of my executor.
9. r'A1VIILY UNIT: I am married to Jane Pruden~~homa. I have three
natural children at the time of executing this Will: Joseph Thoma of
Yonkers, New York; Karl Christian Thoma of Carlisle, Pennsylvania;
and Walter Raimond Thoma of San Francisco, California. I have five
grandchildren at the time of executing this Will: Peter Thoma; David
Thoma; Paul Thoma; Geoffre Thoma aiid ~ldrew Thoma. Except as c~l--
otherwise expressly provided by this will, I intentionally make no
provision for the benefit of any child of mine, nor issue of any child of
mine, whether now alive, now deceased or hereafter bom or deceased.
10. DEFINITIONS: Masculine, feminine and neuter pronouns shall each
include all genders, and the singular the plural, and vice versa, where
the context or facts so admit.
The captions and paragraph headings of this will are inserted only as a
matter of convenience and for reference, and in no way define, limit or
describe the scope or intent of this will, nor in any way affect this will.
f t
IN WITNESS WHEREOF, I hereunto set my hand and seal and, in the
presence of two (2) witnesses, declare this to be my will this 13th day of
September 2001. For identification, Ihave signed each of the five (5)
pages of this will.
~ ~ iL
arl Heinz hom
Signed; sealed, and declared by the said Karl Heinz Thoma, as and for his
will, in the presence of us, who, at his request, in his presence, aiid in the presence
of each other, hereunto set our names as witnesses.
residing at ~~~o`~e~t . ~.
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ACKNOWLEDGEMENT AND AFFIDAVIT FOR
SELF PROVING WILL PURSUANT TO R.S.A. 551:2-A
STATE OI' NEW HAMPSHIRE
COUNTY OF GRAFTON, SS.
The foregoing instrument
tember, 2001 by , th~kextato;
wledged bef~j me h' 13th day of
I/1 ~ ~ _ 1-~ ~~P~~ and
tnesses, who under oath To swear as
follows:
1. The testator signed the instrument as his will.
2. This was the testator's free and voluntary act for the purposes
expressed in the will.
3. Each witness signed at the request of the testator, in his presence, and
in the presence of the other witness.
DEBRA
GOLDEN ZUK
Attorney At Law
15 Maln Street
PO Box 233
Littleton. NH 03561
(603) 444-4887
Fax (603) 444-5065
4. To the best of my knowledge, at the time of the signing, the testator
was at least 18 years of age, or if under 18 years was a married person,
and was of sane mind and under no constraint or undue influence.
Ct.
tary Public
My Commission Expires:
DEBRA ZlJFC, Notary Public
My Commltsbn Expires May 21~, 2042
Will-Thoma-Karl
DEBRA
GOLDEN ZUK
Attorney At Low
15 Maln Street
PO Box 233
Littleton, NH 03561
(603)444-4887
Fox (603) 444-5065