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Home My WebLink About03-22-07 -.J 15056051058 REV.1500 EX (06-05) PA Department of Revenue . Bureau of individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW ;Social Security Number Date of Death 1298-22-3292 , I 06/2712006 L"'~'~"'__'___'____'_"_'M'_"__"_M"_""'__~_'___"~',.._,._._...._...~ i__m._.___...__..._.~.._.._~_._..__..____,_......_ OFFICIAL USE ONLY County Code Year ~-I ----~ 21 i 06 I File NOOlber ,0742 Sunday Date of Birth I . 105/01/1926 I --_._,~_...._---_._-_..._..______.~__~..J Decedent's First Name Decedent's Last Name MI I Betty F (If Applicable) Enter Surviving Spouse's Information Below Last Name Suffix Sunday Sp~~!.e's First Name iWilliam MI L S.p~~se's Soci~1 Sec_u_~ Num~.___.. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Retum c::J 2. Supplemental Retum c::J 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required c:;:) 4. Umited Estate c::J c=> c::::> 4a. Future Interest Compromise (date of death after 12-12-82) c::J 7. Decedent Maintained a Uving Trust (Attach Copy of Trust) c::::> 10. Spousal Poverty Credit(date of death c::J 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COII'LETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE D1RErnD TO: Name Daytime Telepho~~um~l!:~.__~____ : ;:::: 0 -..J : (717) 766-9622:~) - ::'.':...i,';.L.. 6. Decedent Died Testate (Attach Copy of Will) 9. Utigation Proceeds Received -L 8. Total Number of Safe Deposit Boxes c:;:) L. Sunday Firm Name '--' /"', First line of address 39 West Main Street .:' ) -"1, -rJ Second line of address .... ... ..._____..._. .. _.._..~....m__....._._~.__.___.__~_.__._______~.~.,_..._____._..._....__._~~..~__.___..._._.__._ ... ....... .......... _ I,) o ~a _._---_._--~---_.._._..~._-~--~--_._.~ Mechanicsburg ZiP Code DATE FILED 17055 Correspondenfs e-mail address: Under penalties of perjury, I declere that I have examined this retum, Including accompanying schedules and statements, and to the best of my knowledge and belief, ~ 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 PERSON RESP SIBLE FOR FILING RETURN . DATE P1A ADDRESS 39 West Main Street, Mechanicsburg, PA 17055 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 --.J --l 15056052059 REV-1500 EX Decedent's Name: RECAPITULATION Betty F Sunday Decedent's Social Security Number 1298-22-3292 1. Real estate (Schedule A). ............................................ 1. 2. Stocks end 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) . . . . . . .. 5. 101,501.24 N::t: 'IaXcb1.e 6. JoinUy Owned Property (Schedule F) C) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) C) Separate Billing Requested... .. ... 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. N::t: ~~._..._._._ 101,501.24 9. Funeral Expenses & Administrative Costs (Schedule H). .... . . . .. .. .. .... ... 9. 10,100.99 1,096.84 11,197.83 90,303.41 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/See 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. 90,303.41 TAX COMPUTATION - SEE INSTRUCTIONS FOR APPUCABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0JL 16. Amount of Line 14 taxable at lineal rate X.O 45 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 60,151.70 15. 0.00 1,356.83 0.00 30,151.71 16. 0.00 0.00 17. 18. 0.00 19. TAX DUE. .. .. . . " .. .. . . . .. .. .. " .. .. .. . .. . . .. .... . . .. . . . .... .. .. . 19. 1,356.83 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 15056052059 -.J REV-1500 EX Page 3 -.. Decedent's Complete Address: I 2111 06 -110742 I DECEDENrs NAME DECEDENrSSOC~SECURITYNUMBER Betty . . F Sunday 298-22-3292 STREET ADDRESS 207 West V\IInding Hill Road CITY I STATE I ZP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (page 2 Une 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,356.83 855.00 45.00 Total CredRs (A + B + C ) (2) TotallnterestlPenalty ( D + E ) (3) 4. If Line 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the lax due. (5A) 0.00 0.00 900.00 3. InterestlPenalty if applicable D. Interest E. Penalty 0.00 B. Enter the total of Une 5 + SA. This is the BALANCE DUE. (5B) 456.83 0.00 456.83 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: ~ as in::::i.d::Ilt: of joint CWEJ::Ehip Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 1iI * b. retain the right to designate who shall use the property transferred or b income; ............................................ 0 [i] * c. retain a reversionary interest; or.......................................................................................................................... 0 [i] * d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 1iI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [i] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 lil 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 1iI 0 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 January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. 59116 (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 zero (0) percent [72 P.S. 59116 (a) (1.1) (ii)]. The statute does not exemDt 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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the dlild is zero (0) percent [72 P.S. 59116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is four and one-half (4.5) percent except as noted in 72 P.S. ~9116(1.2) [72 P.S. 59116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is twelve (12) percent [72 P.S. 59116(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-1508 EX+ (6-98) '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Betty F. Sunday (page 1) FILE NUMBER 21-06-0742 Include the proceeds of lligatlon and the dale the proceeds were received by the eslale. All property jolntly.owneel wlth right of survivorship must III dlscloseel on Scheelule F. ITEM NUMBER DESCRIPTION 1 Interest Checking Account No. 5140239358 in PNC Bank Principal Balance Accrued Interest 2 Certificate of Depos~ #31000210406 Issued by PNC Bank on 6127/01 with Maturity date of 6127/07 Principal Accrued Interest 3 Certificate of Depos~#31900276389 Issued by PNC Bank on 9127/05 with Maturity date of 7/14/06 Principal Accrued Interest 4 Cash on possession Cash in drawer 15.00 Wallet 30.16 Metal Can 61.36 Total 106.52 5 Cash and cash equivalents held by Citizens Investment Services 6 1991 Buick Park Avenue, Title #4489759190~ Vin# 1G4CW53L6M1706366, with 134000 mileage valued at appraisal 7 Double Wide 1978 Atlantic Modular Cabin situate on land in Northeast Madison Township, Perry County, Pennsylvania leased from Daniel W. Derr II and Shirley R. Derr, his wife, to Betty Sunday on November 21, 1980 for a term of ninety-nine (99) years Assessed Value: Land o 42620.00 Total 42620.00 Building Listing Contract to sell: Listed Price 48500.00 Less Commission (6%) ..2910.00 Net under Listing Contract 45590.00 Valued @net under listing contract Qu:riErl R:nmd (If more space Is needed, Insert Iddllonalsheels ofllle lime size) VAlUE AT DATE OF DEATH a 5,430.57 0.58 19,527.86 0.00 29,606.56 42.45 .~ . 106.52 11.70 500.00 45,590.00 s 100,816.24 REV-,.... EX+.....' .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Betty F. Sunday (page 2) FILE NUMBER 21-06-0742 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jol~ed wtth right of survivorship must be disclosed on Schedule F. ITEM NUMBER Brought Forward Jewelry at appraisal 1. 14 karat yellow gold herringbone chain 18 inches 2. 14 karat yellow gold herringbone chain, 24 inches 3. 14 karat yellow gold herringbone chain, 8 inches 4. 14 karat yellow gold arrowhead pendant 5. Lady's 14 karat wh~e gold wedding band 6. Lady's 14 karat yellow gold oval black onyx ring ~ diamond 7. Lady's 14 karat wh~e gold Elgin watch ~ two diamonds VALUE AT DATE OF DEATH DESCRIPTION 30.00 20.00 10.00 8. Lady's platinum engagement ring. The diamond is a round-brilliant-cut stone weighing .45 points 9. Lady's 14 karat gold Bgin pendant watch. 14 karat case, lid broken off. Made in 1902. The watch is not running, and parts are missing. 10. Lady's 14 karat wh~e gold band ring ~ 16 diamonds. Ten are .03 point stone and six are .01 point stones. 40.00 11. Lady's 18 karat yellow gold diamond band ring. Three.04 point round diamonds and six .03 point stones. 40.00 45.00 15.00 25.00 12. Lady's 18 karat wh~e gold wrap ring. The ring has eight .03 point round diamonds. 13. Lady's 14 karat ring mounting ~ pink-colored stone. Stone is broken. 14. Various chains and costume jewerty. TOTAL (Also enter on line 5, RecapibJlation) $ (If more space Is needed, Insert Iddllonalsheel1 of the lime size) REV-1511e EX+ (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLy-oWNED PROPERTY ESTATE OF Betty F. Sunday FILE NUMBER 21-06-0742 If In nslt WlllIlId. joint wItIIln OM ynr t1I tilt dlOld.nt's dltt of dllth, It must b. I'IpOrttcI on Sohtdult G. SURVIVING JOINT TENANT(S) NAME A. William L. Sunday ADDRESS RELATIONSHIP TO DECEDENT B. ,207 West Winding Hill Road Mechanicsburg, PA 17055 Spouse C. JOINTLY.owNED PROPERTY: LETTER ITEM FOR JOINT NltolBER TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY tlCLUDE N.....E OF FINANCIAL IISTITUTION AND IlANKACCOUNT NUMBER OR SIMILAR IDENTlFY1NG NltolBER. ATTACH DEED FOR JOlNnV-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET 'II OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1. A. 09121/53 AU that certain tract of land containing four (4) and fourteen Accrued Interest 50% N::t: 'lmOO1e 50% N::t: 'lmOO1e 50% N::t: 'lmOO1e 50% N::t: 'lmOO1e ,50% N:t: 'lmOO1e ~ one-hundredths (4.14) acres of land situate in Upper ADen Township, Cumberland County, Pennsylvania which Albert N. Brubaker and Sarah A. Brubaker, his wife, by deed dated September 21, 1953 recorded 2 A 3 Checking Account #50-70027623 4 Household goods and furniture in dwelling (Item 1 above) TOTAL (Also enter on line 6, RecapibUtion) $ "''<'' N:t '.D:DCable (If more space II needed, Insert Iddllollll sheets of the same size) REV-1510 EX+ (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Betty F. Sunday FILE NUMBER 21-06-0742 This schedule must be completed and filed If the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBE ,. DESCRIPTION OF PROPERTY INCI.tIlE THE HAllE OF THE 1lWIllfEREE. THBR RElA1ION$IIPTO DECEDENT AND THE DATE OF TRANSfER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. Bankers ute and Casualty Company - Life Insurance Death Benefit under Policy #8285259 Payable to and paid to William L. Sunday named Beneficiary TOTAL (Also enter on Une 7 Recapitulation) $ (If more space Is needed. insert additional sheels of the same atze) TAXABLE VAlUE ~ 'Imlable REV-1511 EX+ (12-99. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMlNISTRATM COSTS ESTATE OF Betty F. Sunday (page 1) FILE NUMBER 21-06-0742 Debtl 01 decedent mlllt be I'Iportld on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. Funeral Home, Inc - Funeral 9,254.50 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is notlhe same as claimant's, attach explanation) Claimant Street Address City State . Zip Relationship of Claimant to Decedent 4. Probate Fees te;Jister c% Wills 245.00 5. Accountant's Fees 6. Tax Retum Preparer's Fees 8 Cumberiand Law Journal - Administrator's Notice The Sentinel - Administrator's Notice 7. 9 ,'m"",,_ Commonwealth of Pennsylvania - To obtain corrected title to Modular Home EUzabeth Quigley, Esq - To obtain copies of lease and deed of lessor's lands located in Perry County, PA <-.....,....-...,...,...,.,."...,.,-..,.....,.,."..,.,.,.,..."...,.,..-..,..,.'."....-,......... ...,._..,.....c.>.....,.....'_...'. _, 75.00 107.99 22.50 31.00 30.00 10 11 Register of Wills - Filing PA Inheritance Tax Return and Inventory Qm:iaj Ft.nmd $ 9,765.99 (If more space is needed, inaefl additional sheets 01 the same lile) REV-15~1 EX+ (12-99* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRAnVE COSTS ESTATE OF Betty F. Sunday (page 2) FILE NUMBER 21-06-0742 Debts of decedent mUlt be reportlld on Schedule I. rrEM NUMBER A. flJNERAL .EXeENSES: 1. DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)IEIN Number of Personal Representalive(S) Street Address City Year(s) Commission Paid: 2. AlIomey Fees 3. Family Exemption: (If decedent's address is not the same as c/aimanfs, attach explanation) Ctaimant Street Address City State . Zip Relationship of Claimant to Decedent 4. Probate Fees ,. 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Brought Forward "'"' -,....~ 'NiIUarn Mumma - Appraisal (Jewelry) Register of Wills - Additional Letters of Administration Charge R~isterof Will - Reserved for Filing Account Recording ~~eases, etc. 9,765.99 100.00 50.00 185.00 12 13 14 TOTAL (Also enter on line 9, RecapltuIa1ion) (If more space is needed, insert additional sheets 01 the same aile) . REV.151~ EX+ (12'{)3) . COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE UABlunES, & UENS ESTATE OF Betty F. Sunday FILE NUMBER 21-06-0742 Report debts Incumcl by the decedent prior to deeth which relll8ined unpeld .. of the de. of deeth. Including unreimbursed medlcllexpenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Outstanding Checks issued on Interest Checking Account No. 5140239358 Prior to Date of Death Date Check # Payee 6/17/06 1551 Griswald Special Care 6/26/06 1556 Griswald Special Care 6/26/06 1557 Tiema Groft 6/27/06 1558 Francesca Harris Total Outstanding Checks 1063.75 2 Pennsylvania Personal Income Tax. Period 1/1/06 to 6/27/06 235.00 246.00 400.00 182.75 33.09 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, Insert additional sheets of the same size) 1,096.84 . REV.1513 EX+ (9-00) '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Betty F. Sunday NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS pnc/ude outright spousal dislributions, and transfers under ~ec. 911~Ja) (12)) " FILE NUMBER 21-06-0742 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not Ult TNltle(l) OF ESTATE 1 William L. Sunday 207 West Winding Hill Rd. Mechanicsburg, PA 17055 $30000.00 $60151.70 2 Jeffrey A. Sunday Son 1/2 of 1/2 of Balance 4663 Wooded Village Cove over $30000.00 Orlando, FL 32835 $15075.86 3. .Dawn S. Sunday Daughter 1/2 of 1/2 of Balance 1006 Apache Trail Mechanicsburg, PA 17055 $15075.85 Sea At:t:rlal '~"Of Ili.sti'il::i:. smes" 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 BEING MADE o B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS o TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV.1500 COVER SHEET (If more space is needed, inl8lladdiliol\8l sheets of the same size) , . Estate of Betty F. Sunday Schedule J Computation of Distributive Shares Total Gross Estate Less: Total Deductions Net Value Subject to Tax Share of William L. Sunday Subject to Tax Intestate Share 1st $30000.00 Plus, 12 of Balance over $30000.00 Net Value subject to Tax $90303.41 Less: 30000.00 Balance over $30000.00 60303.41 12 of60303.41 Share of William L. Sunday - Spouse Share of Jeffrey A. Sunday- Son 12 of30151.71 Share of Dawn S. Sunday - Daughter 12 of30151.70 Total Available for Distribution , . 21-06-0742 $101501.24 11197.83 $90303.41 $30000.00 30151.70 $60151.70 15075.86 15075.85 $90303.41