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HomeMy WebLinkAbout11-04-13 REV-1500 EX(02-11) 1505610143 ' r ' � OFFICIAL USE ONLY PA Department of Revenue pennsylvania - county Cade Year File Number Bureau of Individual Taxes DrneaTMr TOF FEw NUE PO 80x.280601 INHERITANCE TAX RETURN 2 1 10 00575 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 05 30 2010 09 04 1931 Decedent's Last Name Suffix Decedent's First Name MI RAILING L . K (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 ® 2. Supplemental Return ❑ j,Remainder Return(Date of Death Prior to 12-13-82) ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise ❑ 5. Federal Estate Tax Return Required (date Of death after 12-1282) ® 5 Decedent Died Testate ❑ T Decedent Maintained a Lying Trust 0 B. Total Number of Safe Deposit Boxes (Attach Copy of W11) (Attach Copy of Trust) ❑ 9. Litigation Proceeds Received ❑ 10.between Poverty 1 Cred dit(Date f Death ❑ 11'.Attach Schedule under Sec.9113(A) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT G FREY 717 243 5838 RE!!STER OF WRZS U$IPO NLY O O n First Line of Address fT7 C> CD t7 S --v 5 SOUTH HANOVER STREET 3> r r1 rn r - rn r7 m o Cn CD, CD Second Line of Address CD -rj C7 C> p O '7-DATE FILP r— rn City or Post Office State ZIP Code .� r CARLISLE PA 17013 c''� CD cn Correspondent'se-mailaddress: rfrey @freytiley.eom Under penalties of perjury,l 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. SIG/ ( NSXLE FOR F NG R2fURN DATE, 'I e (/ ADDRESS SIGNATU PREPA R AN fjEPRESENT VE DATE J( Robert G Frey ( - ADDRESS Frey and Tiley 5 South Hanover Street, Carlisle, 17013 Side 1 1505610143 1505610143 J 1606610243 REV-1500 FCC Decedent's Social Security Number De effsNacre: RAILING, L. KARL RECAPITULATION 1. Real Estate(Schedule A).......................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................... 2. 3 , 645 . 64 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 through 7).......................................................... 8. 3 , 645 . 64 9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 373 . 45 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................. 10. 11. Total Deductions(total Lines 9 and 10).................................................................. 11. 373 . 45 12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 3 , 272 . 19 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. 3 , 272 . 19 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. 16. Amount of Line 14 taxable at lineal rate X .045 3 , 272 . 19 16. 147 . 2 5 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. 147 . 25 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 L 1606610243 1606610243 REV-1500 EX Page 3 File Number 21 - 10 - 00676 Decedent's Complete Address: DECEDENT'S NAME Railing, L. Karl STREETADDRESS CITY STATE ZIP Carlisle PA 17016 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 147.26 2. CredWPayments A. Prior Payments B. Discount Total Credits(A + B) (2) 0.00 3. Interest (3) 11.78 4. If Line 2 Is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 31s greater than Line 2,enter the difference. This is the TAX DUE. (5) 169.03 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;............................................................................. ox b. retain the right to designate who shall use the property transferred or Its Income:.................c. retain a reversionary Interest;or..................................................................................................................d. receive the promise for life of either payments,benefits or care?.............................................................. 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?....................................................................................................................... ❑ 0 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?......... ❑ Qx 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.§9116(a)(1.1)(1)]. 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 172 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 rectum 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(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 172 P.S.69116 ta)(1.311. A sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,wfiether y blood or adoption. REV-1503 EX-(&98) SCHEDULE B COWONWEA OF PENNSYLVANIA STOCKS & BONDS WHERFMCE TAX RMRN RESIDENT DECEDENT ESTATE OF FILE NUMBER Railing, L. Karl 21 - 10-00575 All propertyjointlyowned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 Sprint(value based on average between price quoted on 12/6/10 and 3.795 3,645.64 2/23/10. Historic quotes unavailable due to merger. See attachments) TOTAL(Also enter on line 2, Recapitulation) 3,645.64 REV-1311 EX*(IM) pennsylvania (���+p�� EE/DULE�H�a fir DEPARTMENT OF REVENLG FUNERAL E)GREMESAND E URN RESIDENT DECEDENT AMNSM7MCOM ESTATE OF Railing, L. Karl FILE NUMBER 21 - 10-00575 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER FUNERAL EXPENSES: A B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representatives) Street Address City State Zip Year(s)Commission Paid - 2. Attorneys Fees Frey&Tiley 150.00 1 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 Filing fee 15.00 S. Accountant's Fees S. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Lost share processing fee 50.00 TOTAL(Also enter on line 9, Recapitulation) 373.46 G, Sc hadde H COMMONWEALTH OF PENNSYLVANIA � •".�,�My�,�/+�,,�,� INHERITANCE TAX RETURN P9La1•nWjv wCcstJccr*mmd RESIDENT DECECe T ESTATE OF Railing, L. Karl FiIE NUMBER 21 - 10 - 00575 2 Lost share surety bond 158.45 Page 2 of Schedule H Sprint to start phasing out Nextel network in 2013-USATODAY.com 10/24/13 5:08 PM •Cars•Auto Financing.Event Tickets•Jobs•Real Estate.Online Degrees.Business Opportunities•Shopping X Search I How tlo I find it7 Subscribe to paper l �� 1 of our Retirement Funds beat lII teir h 5-year Lipper average (as of 0f30!1 3). TRowenice OU uvV Rull rwer y%rurt.Id 401(k)hxf�..Sckvt ntur birth warto find.,fund: 1963: aawae.r• 2I/�� TI la communitynoel �y Home News Travel Money Sports Lite Tech Weather Lag In I Become a membd 7M�1�, Wna[a drla7 Technology Technology Live Science Fair Science&Space Products Gaming WI-FI Center Sprint to start phasing out Nextel network in Featured video 2013 _ Updated 1r Sven 4;39 PM I Comment I RecanmerM Emell I Print ! 1 By Peter Svensson,Associated Press Sham NEW YORK—Sprint Nextel on Monday said it will start phasing out the Nextel part of its Rovai family Charlie Sheen network in 2013,a decision that follows near-constant subscriber losses since Sprint bought Add to M'ixx Can wedding Actor seeks Nextel in 2005. boost monarchy's custody of twins. Facebook popularity? The shutdown should be complete in 2015.Sprint,the country's —. More:Video p p tly's,but a hadn't wireless comer, TRH __ had saitl It would eventually shut dawn the aging Nextel network,but hadn't saitl when until Monday. - K A Y More Nextel's signature feature is Its fast push-to-talk function,which resembles a walkie-talkie.It Subscribe J E w E �E R S once made Nextel popular with outdoor workers such as construction crews.However,the network doesn't support fast data transfers,making it unsuitable for Smart phones.Sprint plans myYahoo to offer Nextel subscribers.,push-to-talk function on the Sprint network instead. IGoogle ,�i�. The Nextel network being phased out has been an enormous burden to Sprint.The company More has been saddled with the cost of running two incompatible networks,contributing to constant quarterly financial losses since 2007.Nextel phones cant work on the Sprint network,and vice versa,though a few phones can use either network. _ 1 �1C /ttt i "The recent(Nextel)network and ha associated customers have become something tea millstone around Sprint's neck [An n 1�c rsa rP in recent years,and finally having a roadmap for solving that problem is a big step forward;'Owm analyst Jan Dawson said. Shares in Sprint,which is based in Overland Park,Kan.,rose 33 cents,or 8.3%,to$4.251n afternoon trading Monday. Sprint paid$36 billion for Nextel In one of the worst corporate deals ever.Subscribers started fleeing soon after the deal closed because of poor customer support and network performance,leaving Sprint to write down eo%of the purchase price just three years later. Nextel had nearly 18 million subscribers when Sprint bought it.Now,about 11 million subscribers use the network, and more than a third are relatively low-paying no-contract Boost Mobile customers.The Sprint network. meanwhile.has 37.8 million subscribers and is gaining new ones this year after some losses last year. Sprint is promising a"second-geneation"push-to-talk feature to take the place of its current Nextel offering.Radio spectrum to be freed up by the Nextel phaseout will help make that possible. &I FA Tech E-mail Newsletters However,both Sprint and Nextel customers will need new phones to use the feature.By putting off the phase-out Sign up to get: 1 until 2013,Sprint is allowing two-year Nextel contracts signed this year to expire before moving the subscribers over to Sprint's network,Dawson pointed out •Product Renews •Science and . Sprint tried offering a feature called Nextel Oirect Conned on some Sprint phones in 2008,but the initiative Space 9 Q faltered,because the Sprint network wasn't quite capable of offering the split-second call connection speeds users •Hot trends horn - had come to expect from Nextel. industry experts and more The Nextel phaseout Is part of a network modernization program announced Monday that will cost S4 billion to$5 billion.It 15 aimed at saving Sprint$10 billion to S11 billion over seven year.Sprint i5 hiring Alcatel-Lucent$A,LM Ericsson AS and Samsung Electronics Co.as the main vendors for the program. Apart from cutting costs,Sprint said the program will offer users better coverage to customers,particularly indoors, ' Sign Up Now because It will start using the freed-up Nextel spectrum for Sprint phones.The program also sets Sprint up to Introduce faster wireless broadband using fourth-generation,or 4G,wireless technology. — Sprint subsidiary Clearwire Corp.is already building a 4G network,but it's using a technology that the rest of the industry is eschewing.The modernization program olves Sodnt the option to deolov a flavor of 4G known as LTE. http://usatoday30.usatoday.com/tech/news/2010-12-06-Sprint-Nextel N.htm Page 1 of 2 Sprint to start phasing out Nextel network in 2013-USATODAY.com 10/24/13 5:05 PM or Long-Term Evolution,which is set to be the industry standard.Venzon Wireless opened up its LTE network to customers on Sunday. Nextel's network equipment and phones are supplied nearly exclusively by Motorola Inc.,which invented the underlying DEN technology. Copyright 2010 The Associated Press.All rights reserved. This material may not be published,broadcast,rewritten or redistributed. Selected for you by a sponsor. 10 Ways to Get the Most From Your Tablet (Tech Page one) Aggreko opens new facility for its APAC headquarters in Singapore (Singapore Economic Development SOard) Miss I Posted 121612010 11:33 AM Updated 12/6120104:39 PM E+nail I Print I To report corrections and clarifications,contact Standards Editor Brent Jones.For publication consideration in the newspaper,send comments to letters @usatoday.com.Include name,phone number,city and state for verification. To view our corrections,go to corrections.usatoday.com. Guidelines:You share in the USA TODAY community,so please keep your comments smart and civil.Don't attack other readers personally,and keep your language decent.Use the"Report Abuse"button to make a difference.Read more. Stow Mat? Free Download Download MacKeeper to Speed up your Mac! About USATODAY.eom:Site Mao I FAO I Contact Us I Jobs with Us t Terms of Service Privacy PolicylYour California Privacy Ptght I Advertise I Press Room I Developer I Med a Lounge I Reprints and Permissions News Your Way: Mobile News I Email News I Add USATGDAY.com RSS feeds I Twitter l Poccasts I Widgets Partners:USA WEEKEND j Sports Weekly I Education I Space.corn I Travel Tips Copyright 2011 USA TODAY,a division of Gannett Co_Inc. http://usatoday30.usatoday.com/tech/news/2010-12-06-Sprint-Nextel-N.htm Page 2 of 2 20 Stocks with the Potential to Pop(Q1 2010) 10/24/13 5:25 PM WATCHARTCASHIN Enter Symbols GO Enter Keywords LD �R y;4 w_ Record profit margins 'nunning' HOME U.S. NEWS MARKETS INVESTING SMALL BUSINESS VIDEO SHOWS WATCH LIVE PRO REGISTER I SIGNIN After-hours buzz: Amazon, Microsoft, Zynga, DuPont &more Try us today and get Copy Paper com. 20 Stocks with the Potential to Pop (Q1 2010) 9122 1 1 � »More From CNBC Slideshows 13.Sprint Nextel(S) Potential to Pop:36.3% Mean Price Target:$4.55 ,Closing Price(2/23):$3.34) Number of Analysts:25 6:. High Estimate:38.00 Low Estimate:32.50 i Get S Real-Time Quote Read mom Photo:Getty Images f !Y ' EXPERIENCE THE FOREX.COM ADVANTAGE Recommend ro Twiin/ner 0 0 Linkedin 0 Share Best performing 10 ways to get your Who makes the Least tax-friendly sponsored frontier markets retirement on track weapons? states for retirees > Best Retirement Annuities > Best Savings Account Rates > Retirement Calculator > Best Online Colleges 2013 > High CD Rates > High-yield CDs hitp://www.cnbc.com/id/35541605/page/9 Page 1 of 2 26 Stocks with the Potential to Pop(Q1 2016) 10124/13 5:25 PM NEWS MARKETS INVESTING SMALL BUSINESS VIDEO SHOWS WATCH LIVE PRO U.S. Pre-Markets . 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Data also provided by http://w xnbc.com/ld/35541605/page/9 Page 2 of 2 Sprint Shareholders Ovemhelmingty Approve Merger Agreement with Softeank I Sprint Newsroom 10/24/13 5:03 PM Sprint.cor Sprint About Newsroom Investor Relations Analysts Careers Responsibility Sigr SPRINTNEWSR00M HOME NEWSRELEASES SPRINT PERSPECTIVES PRESSKITS MEOIAGALLERY MEOIACONTACTS r { Tue,25 Jun 201311:13:00 EST i Sprint Shareholders { Overwhelmingly Approve Sprint Merger Agreement with a SoftBank Y - Like 51 8 Tweet L22 22 OVERLAND PARK, Kan. (BUSINESS WIRE), June 25, 2013- Sprint Nextel Corporation Search Newsroom GO ("Sprint") (NYSE: S)shareholders voted today to approve and adopt the previously announced Advanced search merger agreement providing for a substantial investment by SoftBank Corp. ("SoftBank")(TSE: 9984). Sprint shareholders overwhelmingly approved the deal, with approximately 98 percent of the votes cast at today's special shareholders meeting voting in favor of the merger REGISTERWITR SPRINT agreement, representing approximately 80 percent of Sprint's outstanding common stock as of NEWSROOM. April 18, 2013,the record date for the special meeting. sign up for special features such "Today is a historic day for our company, and I want to thank our shareholders for approving as custom email notifications. this transformative merger agreement,"said Sprint CEO Dan Hesse.'The transaction with REGISTER NOW SoftBank should enhance Sprint's long-term value and competitive position by creating a company with greater financial flexibility." Consummation of the Sprint-SoftBank transaction remains subject to the receipt of the Federal SPRfNTPERSPECF3YES Communications Commission approval. Sprint and SoftBank anticipate the merger will be consummated in early July 2013. Read our blogs for the latest in Oevices&Apps.Public Policy and As previously announced, Sprint stockholders will have the option to elect to receive cash in Exacudve Perspectives the amount of$7.65 or one of New Sprint common stock for each share of Sprint common stock owned by them (subject to the previously disclosed proration provisions in the merger Pick Your Favorites In agreement). The total cash consideration available to Sprint stockholders is$16.64 billion. Pro gOnitmitedAccessNYCSurvey forma for the transaction,the current Sprint stockholders'resulting equity ownership in a 23 Oct 2013 stronger, more competitive New Sprint will be 22 percent while SoftBank will own approximately 78 percent. Sprint and SoftBank have previously mailed to Sprint shareholders gyp Advantages of Purchasing a forms of election and related instructions and established 5:00 p.m., New York time,on July 5, Mobile Hotspot 2013 as the election deadline,subject to extension. is Oct 2013 About Sprint Nextel Slaying gf with a Smarliphana Pad 2 .reprint Nextel offers a comprehensive range of Wireless and wireline communications services 11 Oct 2013 http://newsroom.sprint.com/news-releases/sprint-shareholders-overwhelmingly-approve-merger-agreement-with-softbank.htm Page 1 of 3