HomeMy WebLinkAbout10-18-06
:f\Lt5llO EX (&all
COMMONWEAlTH OF
PENNSYLVANIA
DEPARTJ.ENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (lAST, ARST. AND MIDDlE INITIAl.)
UHL,JOinl R.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-OO-YEAR)
05 - 09 - 2005 0' -O~ -1~2
(IF APPLICABlE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDlE INITW..)
UHL., ELYNORE A.
[XI 1. OrigInal Return
D 4. Umited Estate
[XI 6. Decedent Died Testate (AlIac:h copy 01 WI)
D 9. UIIgalion Proceeds Received
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D 2. Supplemental Retum
D 48. FuIln Interest Compromise 1- of.... .,2-'2-12)
D 7. Decedent Malntained a Living Trust (MIcIt capy of TIIIII)
o 10. Spousal Powrty Cnlditl_oIdeIIII........,2-31-81...1-1.e5)
OFFICIAL USE ONLY
FILE NUMBER
~ .1.. - ..Q... 2. .Q. JL L .L .2....
COIIf1Y CXlllE ltM NIIIIER
SOCIAl. SEClIRrtY.NtitBER
197 - 1 6 - 8350
THIS RE1URN.. BE FILED IN -..:ATE WITH THE
REGISTER OF WILLS
SOCIAl. SECURITY NUMBER
o 3. RemaindBr ReIum /dIItof....prlGrlD 12-1U2)
D 5. Federal Estate Tax RelumRequired
8. Total Number d Sale Depoeit Boxes
o 11. Election ~ tax lIlder See. 9113(A) l/oIIIdt Sell 0)
NAME
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JOHN J. OHL
FIRM NAME l1IApp1cab1e)
TELEPHONE NUMBER
717- 867- 6
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COMPlETE MAILING ADDRESS
P.O. BOX 66
ANNVILLE PA tlbo3
(1)
(2)
(3)
(4)
(5)
217,Q72_::iR
356,219.67
1. Reel Estate (Schedule A)
2. SIDCks and Bonds (Schedule B)
3. Closely Held Corporation, PartneIShip or SoIe-ProprleIorip
4. Mortgages & Noles Receivable (Schedule 0)
5. Cash, Bank Deposils & Miscellaneous Personal Properly
(Schedule E)
6. JoinUy Owned Properly (Schedule F)
D Separate BIIing Requested
1. Inter-VIY06 Transfers & MisceRaneous Non-Probale Property
(Sc:I1eWIe G or L)
8. ToIal Grou AIseIs (total Lines 1-7)
9. Funeral Expenses & AdminIstrative Costs (Schedule H)
10. Debts of Decedent. Mortgage Liabifilies, & liens (Schedule I)
11. Total DeducIIons (total Unes 9 & 10)
12. Net Value of Estate (Line 8 minus Une 11)
13. Charitable and GoverMlental BequeslsISec 9113 TrusIs for which an eIecIion to tax has not been
made (Schedule J)
(6)
(1)
(9)
(10)
7,574.52
3,986.85
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCnONS ON REVERSE SIDE FOR APPlIcABLE RATES
15. Amcu1I d Line 14 taxable at Ihe spousal tax
rate, or transfers under See. 9116 (a)(1.2)
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16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Une 14 taxable at ooIIateraI rate
19. To Due
OFFICIAL USE ON(Y-
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(8)
574,192.05
(11)
(12)
(13)
11,561.37
562,630.68
(14)
562.630.68
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x .0 4.5.:. (16) 21,520.62
x .12 (17)
x .15 (18) 1?f\!:\Q_1Q
(19) 34,179. R 1
478,236.08
84,394.60
20.0
CtiFCK .~t Rf 'F you .\f~E eEI:'JESr!~jG A "EFUND 'IF .\N OV"RPAyrN:NT
Decedent's Complete Address:
STREET ADDRESS
Cumberland Count )
8 Louis I;iane
CITY
STATE PA
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11025
NA
Tax Paymel)~and Credits:
1. T!I/C Que (PQ tline 19)
2.~,.,
A.. Spousal PoWIrty Cid .
B. Prior Payments
C. Discount
(1)
344:1 '79..81 '
3. InterestlPenalty if applicable
D.lnterest
E. Penalty
Total CredlIs (A + B + C ) (2)
o
TotaIlnteresI/PenaIly ( D + E ) (3)
4. If line 2 is greater lhan line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on "1 Une 20 to requ8st a refund (4)
5. If line 1 + line 3 is greater lhan line 2, enter the dilfererm. This is the TAX DUE.
(5)
34.179.81
3,417.98
A. Enter the interest on the tax due. (SA)
B. Enter the total of line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
~'1'v;ri:W0}'MWJ.tW~_\.~~ii~~~'~'~j'IR~v,;j')1'~!}~~'~It~~IL,...".."_!"'~.~~c.\~~,""",I~!U'i\II!;,..,,,,,:,.,..;~
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 lransferred;.......................................................................................... 0 KJ
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 LI
c. retain a reversionary interest; 01'.......................................................................................................................... 0 :KJ
d. receive the promise for life of either payments, benefits 01' care? ...................................................................... 0 :KJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 iJ
3. Did decedent own an "in trust for" or payable upon death bank account 01' security at his 01' her death? .............. 0 LI
4. Did decedent own an Individual Retirement Account, annuity; 01' other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 KJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
l.IndIIr penaIlies of perjury, r d8clanllhall haw exami1ed lhis 18lIm. incIudng llCCOl'lp....tittll sc:IIecUes 8IIlI slaIem8nIs. 8IIlI1o Ihe blIsl of my IlIXMIBdge 8IIlI bIII8f. it is Irue. aJII8d 8IIlI CIDlIIIlIlJIt.
0ec:IlIlIli0n of Jll8PIIIIr oilier tIa1lhe peISOlllII repl8S8Illative is based 011 aI irionnelion of wIich JII8IlIIW has any knowledge.
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P.O~ BOX 66 ANNVILLE PA 17003
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
~7,C\q7_7q
DATE
10-07-06
DATE
10-07-06
ADDRESS'
149 ALMOND DRIVE HERSHEY PA 17033
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. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. SlJ116 (8) (1.1) (ij).
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 stniving spouse is 0% [12 P.S. 59116 (a) (1.1) (i)
The statute does not ~ a transfer to a surviving spouse from tax, and the sIatutoIy requirements for discIoslI'e of asseIs and fiIilg a tax relum are slI applicable Ml'l
the SUfViving 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 twenty-one years of age or yoooger at death to or for the use of 8 naluraI parent, an adoptive ....
or a stepparent of the child is 0% [12 P.S. 59116(a)(1.2)).
The tax rate imposed on the net value of transfers to 01' for the use of the decedent's lineal benellciaries Is 4.5%, exalpt as noted in n P.S. 59116(1.2) [12 P.S. 59116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's sibIngs is 12% [12 P.S. 59116(a)(1.3)~ A sIbIng is defined, IIlder SecIIon 9102, as a
indMduaI Vt'ho has at least one parent in common with the clecedlri, whether by blood or adoption.
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CCMDIItQLTHaF PaNM.VANIA
NEffrAfiICE TAX AEnRt
SCHEDULE B
STOCKS & BONDS
ESTATE OF
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John R. Ubl
AI pnlpIItJ joInIIyocMned wIh rIgIIt 01 stnilrorIIlIp lIIlIIt lie dllc;1DMd on ..... F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
22,461.68
T.Rowe Price Blue Chip Growth
2.
T. Rowe Price Equity Income
3.
AT&T Common
(SBC) 838.481 shares @ 23.58
30,907.35
19,771.38
4.
Bell South
513.432 shares @ 26.20
13,451.92
5.
Verizon
442.585 shares @ 34.54
15,286.89
6.
Excelon
2,394.167 shares @ 48.49
116,093.16
TOrAL (Also enter on line 2, Recapitulation) $ 21 7 , 972 . 38
(If more space Is needed, Insert adrJtionaI sheeIs d the sane size)
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COIIMOIMEALlHOF PBIIM.VNM
IIHIITNICE TAX .REnJIt
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SCHEDULE E
CASH, BANK DEP08ff'S, & MISC.
PERSONAL PROPERTY
ESTATEOF
3'ohh R. Uhl
Indude.. pIOClllIdI<<....... and .. d8lt ..1lftlllIlldI_1ICIllIId ..,........ AI......, JllfIIJ .111111 If ....."......-....... lie .1 . r ....... .......F.
ITEM VAl.l.EATD\1E
NUMBER DESCRIPOON OF DEATH
1.
Commerce Bank
99,697.17
2.
3.
4.
5.
6.
Belco
20,551.91
40,000.00
30,217.60
PA State Banki (Cn)
u.s. Treasury (EE Bonds)
M & T Bank (IRA)
15,143.57
Allianz Annuity
22,262.70
7.
Hartford Saver 6 Annuity
18,861.07
8.
Nationwide Annuity Platinum
70,010.55
9.
Midland Life Insurance Annuity
26,172.10
10.
2002 VW Cabrio GLS
(Bluebook)
10,875.00
11.
Personal property
2,428.00
TOTAL (Also entBr mine 5, RscapIdaIIon) $ 356 , 21 9 . 67 .
REV-1511 EX+ (12-99) .
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COMMONWEALTH OF PENHSVlVANA
INHERfTANCE TAX RETURN
RESIDENT DECEDENT
HNIDULI H
FUNERAl. EXPENSES &
ADMNS1RA1IVE COSlS
ESTATE OF
John R. UbI
ALE -..sEA
21 - 05 00719
DellIs of ........d IIIU8t be ......... .. Sc:bIduIe L
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1.
Richardson Funeral Home
3,975.00
2. Miscellaneous Expenses
1,359.02
B. ADMINISTRATIVE COSTS:
1. Personal Represen/alive's CommissioIIS
Name of Personal RepresenIalive(s)
Social Seaaity Number(s)IEIN Number of PersonaIRepresentaIive(s)
Street Address
City
Stale _~
Year{s) Commission Paid:
2.
AUomey Fees
472.50
3. Family Exemplion: (H decedent's address is not the same as claimant's, aIIach explanation)
CIaimanl
Street Address
City
Relationship of Claimant to Decedent
Slate _ Zip
4.
Probate Fees
150.00
1,250.00
5.
Accountanl's Fees
6. Tax RetOOl Preparer's Fees
7.
Register of Wills
368.00
TOTAL (Also enter on line 9, Recapitulation) $ 7 , 574 . 50
III _ "'Nlr.A ifll1AAttAtl inllflft IIr1lfllinnRIRhMl'l of fhfI same slzel
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COMMONWfALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RE ~NT DECEDENT
SCHEDULEr
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
FilE NUMBER
John R. Ubl
Include unreimbursed medical expenses.
ITEM
NUMBER
1. Comcast Cable
DESCRIPTION
AMOUNT
39.39
2.
Fleible Financial Corp.
American Homecare Supplies
28.40
566.06
3353.00
3.
4.
Visa Balance
Federal and Pennsylvania Income Tax
TOTAL (Also enter on line 10, Recapitulation) $ 3986 . 85
(If more space is needed. insert additional sheets of the same size)
REV-1513 EX+ IW
COMMQNWEALlH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHIDULI ,
BENEFICIARIES
ESTATE OF
FI.E NUMIER
John R. Uhl
NUMBER
I
RELA1'J()MSHIp 10 DECEDENT
NAME AM) ADDRESS OF PERSON(S) RECEIVING PROPERTY Do NCIt lilt.......
TAXABLE DISTRI8UTIONS (Include OlIIrW1IlIflOUll8I dIsIribulIons, and IranIIIer8 under
See. 9116 (8) (1.2)]
1.
John J. Uhl
P.O. Box 66
Annville, PA 17003
Son
2
Timothy A. Klein
14628 S. 35th Place
Phoenix,AZ 85044
None
AMOUNT ORSHAfE
OF ESTATE
85%
15%
ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET
II NON-TAXABlE DISTRIBUTIONS:
A. SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ElECTION TO TAX IS NOT BaNG MADE
1.
B. CHARITABlE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV.1500 COVER SHEET $
(If more soace is needed. Insert addillonal sheets of the same size)
No. 2005- 00719
Esta te Of: JOHN R UHL
(FIm. MIddle. U6tJ
PA No. 21-05-0719
Late Of:
EAST PENNSBORO TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Securi ty No: 197-16-8350
WHEREAS, on the 12th day of August 2005 an instrument dated
June 10th 1998 was admitted to probate as the last will of
JOHN R UHL
(FIm. MIddle. LatJ
la te of EAST PENNSBORO TOWNSHIP, CUMBERLAND County,
who died on the 9th day of May 2005 and,
WHEREAS, a true copy of the' .will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
JOHN J UHL
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 12th day of August 2005.
* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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JUctst lltIill ttnb @~,gtttttt~nt
OF
JOHN R. UHL
I, John R. Ohl, of 8 Louis Lane, Enola, Cumberland County,
Pennsylvania, declare this to be my Last will and Testament,
hereby revoking all prior Wills and Codicils.
XTEM X. I direct that the expenses of my last illness and
funeral shall be paid from the funds of my estate.
XTEM XI.
I direct that, if possible and reasonable,
arrangements for my viewing and burial be handled by the Myers-
Harner Funeral Home, Inc. I further direct that where feasible
and possible any memorial service take place at the West Shore
Baptist Church and that I be buried at an appropriate place in the
cemetery at Fort Indiantown Gap, Annville, Pennsylvania.
XTEM XXI.
I direct that all the rest, residue, and remainder
(~ of my estate be divided as follows:
A. Fifteen percent (15%) to Timothy Klein, now. or
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formerly at 1010 Fox Chase Drive, Apartment 317, San Jose,
California, 95123, provided he survives me by thirty (30)
days.
B. All the rest, residue, and remainder to my son, John
J. UbI, now or formerly of Annville, Lebanon County,
Pennsylvania, provided he survives me by thirty (30) days.
Should John J. UbI fail to survive me by thirty (30) days, I
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direct that all the rest, residue, and remainder of my estate
be distributed as follows:
1. Ten percent (10%) of my estate to LuAnn UbI,
provided that she survived me by thirty (30) days and
provided that she was married to my son, John J. UbI, at
the time of his passing;
2. The' balance in equal shares to any surviving
children of John J. UbI.
XTBK xv. No interest of any beneficiary under this Will or
any Codicil hereto shall be subject to anticipation or voluntary
or involuntary alienation.
XTBK V. No provision in this Will is intended to exercise any
power of appointment.
XTBK VZ.
In addition to powers vested in them by law, my
Executrix and her successors shall have the following powers,
applicable to all property held by them, including all property
held for minors, effective without the order of any Court and
until actual distribution of all such property:
A. To retain any property received by them including
the stock of any corporate fiduciary acting hereunder.
B. To sell real estate for any purpose, publicly or
privately, for such prices and on such terms as they deem
proper, without liability on the purchasers to see to
application of the purchase monies.
c. To compromise controversies.
D. To distribute in cash or kind or partly in each at
valuations fixed by them.
E. To hold investments in the name of nominee.
ITEM VII. All taxes and interest and any penalties thereon
payable by reason of my death with respect to property comprising
my gross taxable estate, whether or not passing under this Will,
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shall be paid from the principal of my residuary estate.
ITEM VItI. I hereby nominate, constitute and appoint John J.
Uhl Executor of this my Last Will and Testament. If John J. Uhl
predeceases me, or if for any reason does not act or continue to
act as such, I appoint LuAnn Uhl as Executrix in his place. No
fiduciary acting hereunder shall be required to post bond or enter
security in any jurisdiction.
IN WITNESS WHEREOF, I have set my hand and seal this /1) day
.-
of ...J l'( n~
, .1998, to this my Last Will and Testament,
which consists of three (3) tyPewritten pages to each of which I
have affixed my signature.
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COMKOBWEALTHOF PENNSYLVANIA )
COUN'l'Y OF D~ ""1 (\
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We, John R. UbI,. t,estator, -e.- ,
~~\ r~eU. t\"'r\~ . f.Sri...lLand the
Testator -and the witnesses, res ecti vely, whose names are signed to
the attached or foregoing instrument, being first duly sworn, do
hereby declare to the undersigned authority that the Testator
signed and executed the instrument as his Last Will and Testament
and that he had signed willingly, and that he executed it as his
free voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the Testator
signed the Last Will and Testament as witness and that to the best
of their knowledge the Testator was at that time eighteen (18)
years of age or older, of sound mind and under no constraint or
undue influence. .
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Testator
residing
at ? k;U;r..!wlff
~M fa (Ja. 17P).5'
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Witness
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c;170 -.(.11 /',., /l./It"residing
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at 7CXJ 71. 7rtr:r 4A /- ./I.
At.rl! frvufJJ(trN-('l i'J.?1
. /' 17~-
residing at J/d.- '~...e.;:.t- 1/!..~~
tJ/;.a {/ ,LIp /7/ J d-
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Subscribed, sworn to and acknowledged before me by John R. UbI,
Testator, and subsc~ibed and sworn ~o befor~ me by .
\(pV'\"e-\ h A.. ,All Sr"" ,. ~~\r\e!r.4. 8nne ~s1:i1J ., and
(-,)(1-\-,^-,0.... \.o..'W:;liS , the witnesses, this ,0 day of
:S-IA V\e.., 1998.
Witness fu., ',I.(7.pu_, k residing
witness
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