HomeMy WebLinkAbout02-17-06
02-13-2006
SOUDER
03-14-2005
21 05-0291
CUMBERLAND
101
APPEAL DATE: 04-14-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~r_~~9~9_r~~~_~~~~---___~___~g!~!~_~9~g~_~9~!!9~_E9~_Y9y~_~g99~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FAY E FILE NO. 21 05-0291 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
:-APf>RAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
" C 3
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
WILLIAM E MILLER
MILLER 8 ASSOCS
1822 MARKET ST
CAMP HILL
JR. ESQ
PA 17011
ESTATE OF
SOUDER
REV--1547 EX AFP (06-05)
FAY
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 02-13-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
144,634.48
645.411.62
.00
36,000.00
223 .11 0 . 88
55.215.19
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
57,848.59
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,104,372.17
57.848 59
1,046,523.58
.00
1,046,523.58
NOTE: IT an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reTlect Tigures that include the total oT ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
1,036,523.58 X 045 = 46,643.56
10,000.00 X 12 = 1,200.00
.00 X 15 = .00
(19)= 47,843.56
l+} AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
12-13-2005 CD006104 .00 47,843.56
TOTAL TAX CREDIT 47.843.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IA\
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
Matthew S. Crosby, Esq.
I.D. #69367
HANDLER, HENNING & ROSENBERG, LLP
1300 Linglestown Road
Harrisburg, PA 17110
Telephone: (717) 238-2000
Fax : (717) 233-3029
E-mail: Crosby@HHRLaw.com
Attorneys for Plaintiff
DARLENE UPLINGER, as : IN THE COURT OF COMMON PLEAS
Administratrix of the Estate of : CUMBERLAND COUNTY, PENNSYLVANIA
WILBUR F. UPLINGER, JR., Deceased, :
Plaintiff
v.
: No. 2005-0291
: CIVIL ACTION — LAW
PAUL F. BROWN; WERNER
ENTERPRISES, INC.;COMMONWEALTH:
OF PENNSYLVANIA, TURNPIKE
COMMISSION,
Defendants
n ! ORDER OF COURT
AND NOW, this (T� day of 2008, upon
consideration of the foregoing Petition,
IT IS HEREBY ORDERED that:
1. The above parties may compromise the action set forth in the Petition to
Approve Settlement of Wrongful Death and Survival Actions for the principal sum of
$600,000.00.
2. Darlene Uplinger, Administratrix of the Estate of Wilbur F. Uplinger, Jr
Deceased, is authorized to distribute the monies in this action as follows:
(a)
Authorize the payment of counsel fees in the
amount of $240,000.00 and costs in the amount
of $23,764.77 to Handler, Henning & Rosenberg,
LLP from the funds due;
(b) Approve Allocation of the gross settlement as
approved by the Department of Revenue as
follows:
$420,000.00 (70%) to the Wrongful Death
Action; and
ii. $180,000.00 (30%) to the Survival Action.
(c) Direct distribution of the remaining net proceeds
of the settlement as follows:
i. To the Plaintiff for the wrongful death
action, in the amount of $235,364.67,
which will represent 70% of the net
proceeds; and
ii. To the Estate of Wilbur F. Uplinger, Jr.,
for the survival action, in the amount of
$100,870.56, which represents 30% of
the net proceeds.
BY THE COURT: