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Home My WebLink About05-28-10r- 1505610101 REV-1500 Ex `01.1°' . eRnS LvaMa OFFICIAL USE ONLY PA Department of Revenue P Y OEI~pTFIEXT OFpEVENUF County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX a8o6oi ~ Harrisburg PA 1'J128-06oi RESIDENT DECEDENT ~~ ( 2a~1 ~ ~ ~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 213-24-7785 04/29/2009 07/17/1928 Decedent's Last Name Suffix Decedent's First Name ~, MI Cunningham Phyllis W (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 WRH T~iE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum O 2. Supplemental Return O 3. Remainder R~et m (date of death 0 prior to 12-13-8 O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate S fax Return Required death after 12-12-82) CJp 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number o~ Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax ~ nder Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. U) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULb E DIRECTED T0: Name ~ Daytime Telephone N tuber Donna S. Myers (717) 258-3477 REGISTER O '~ ILLS USE q~yY _.. ~ ~ First line of address _ I ~ - ~ .-. ~ . -,~ ~ ~_ _ `~ 1873 West Lisburn Road r--- ~'" p .~ , .G"-. ~ -~ ~ ~:{ Second line of address ~ C'7 ~ "+- Ar ~`~ i ~ I ~ 7 ~I _ "r"7 City or Post Office State ZIP Code ILED "~ r` " ~ ~~ Carlisle PA 17015 I ~ ~ °` Correspondent's a-mail address: Under penalltiees of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which prepaner y knowledge and belief, has any knowledge. SIG TORE OF PERSON RESP NSIB R FILING RETURN f~ D v.~{- i r TE O RESS 1873 West Lisbur Road, Carlis A 1701 SIGNATUR OF REPARER OTHE HA RE ESENT IVE SID TE ,wurctss 1916 Algonquin Tral , Williamsburg~4 ' FORM ONLY Side 1 1505610101 150561010'1~~, J J 1505610105 REV-1500 EX Decedent's Social Security Number __ pecedent's Name: Phyllis W. Cunningham 213-24-7785.... RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. 60,000.00 2. Stocks and Bonds (Schedule B) 2. 37,880.12 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. ', ', ,. 3,582.65 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets {total Lines 1 through 7) ............................. 8. I 101,462.77 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. ~ 8,918.34 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule 1) .............. 10. ! .... 4 ,_ 2,778.00 11. Total Deductions (total Lines 9 and 10) ................................. 1L ... .., , 11,696.34 . 12. Net Value of Estate (line 8 minus Line 11) ........ . ..................... 12. , 89,766.43 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ', an election to tax has not been made (Schedule J) ........................ 13. 1,050.00 14. Net Value SubJect to Tax (Line 12 minus Line 13) ........................ 14. ' 88,716.43 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 00 15 0.00 . (a)(1.2) x .0_ . 16. Amount of Line 14 taxable at lineal rate X .0 ~ 88,716.43 16. 3,992.24 17. Amount of Line 14 taxable 0 00 0 00 . at sibling rate X .12 17, . 18. Amount of Line 14 taxable 00 0 00 0 . at collateral rate X .15 18 . __ i . 19. TAX DUE ......................................................... 19. 3,992.24 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 15056101051 REV-1500 EX Page 3 File Number Decedent's Complete Address: Tax Payments and Credits: 1. Tax Due (Page 2, Line 19} (1} ' 3,992.24 2. Credits/Payments A. Prior Payments 0.00 B. Discount 0.00 Total Credits (A + B) (2) ' 0.00 3. Interest (3) I 4. If Line 2 is greater than Line 1 + Line 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 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make check payable to: REGISTER OF WILLS, AGENT. ,,, i ~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPRORf~IATE BLOCKS 1. Did decedent make a transfer and: Yes '~, No a. retain the use or income of the property transferred :.......................................................................................... ^ b. retain the right to designate who shah use the property transferred or its income : ....................................... ^ c. retain a reversionary interest; or .......................................................................................................................... ^ ~I 0 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 receivin ad uate consideration? ..............................................................................................'.............. ^ 3. Did decedent own any' in trust for" or payable-upon-death bank account or security at his or her death ............... ^ I! 0 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficia desi nation? ........................................................................................................................ ^ ry 9 !, IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT'A~ 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 th~ use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the urviving 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 requiremer~s 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 ttie 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.$ 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-1502 EX+ (11-08) ~ pennsytvania SCH~~4l~~ A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT --- ESTATE OF FILE NUMBER Phyllis W. Cunningham 67-2009-47 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as'the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowlelige of the relevant facts. If more space is needed, insert additional sheets of the same size. REV-1503 EX+ (6-98) SCHEDtiLE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Phyllis W. Cunningham 6T,~2009-47 All properly Jolntlyowned with right of survivorship must be disclosed on Schedule F. pr more space is neeaea, mseR aaaiaanai sneers or uw same sicn~ , REV-1508 EX+ (6-98) COMMONUNEAITH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSItS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Phyllis W. Cunningham 67-2009-47 Include the proceeds of litigation and the date the proceeds were received by the estate. eu en,n.rw ininthr.nrmed wkh deht of survivorshln must ba dlselosed on Schedule F. (If more space is needed, insert addftional sheets of the same sae) REV-7511 EX+ (10-09) `~~~` pennsytvania SCHEDULE H ~~~~M DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUNIdER Phyllis W. Cunningham 67-200847 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: I' Ewing Brothers Funeral Home 6,677.00 2 Pastors 100.00 3. Dickinson College Caterers 1,655.00 B. 1 z. 3. 4. 5. 6. ~. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: State ZIP Attorney Fees; Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City .__ __ -.......~_-.....--._ ..._......----.-..-....-..---- State -- Relationship of Claimant to Decedent _.._.- _._.-._ __.-.-.. Probate Fees: Accountant Fees: Tax Return Preparer Fees: Estate Advertisement ZIP 0.00 0.00 0.00 280.00 0.00 0.00 206.34 TOTAL (Also enter on Line 9, Recapitulation) I ~ 8,918.34 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) `` '~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUNIRER Phyllis W. Cunningham 67-2009-A7 Benert debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) ~ Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Phyllis VV. Cunnin ham ' 67-2009-47 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 2. 3. 4. 5. 6. II 1. I Deborah R. Judd, 1418E Bradley Dr.,114, Carlisle, PA 17013 Dennis E. Cunningham, 1418E Bradley Dr., 113, Carlisle, PA 17013 Donna S. Myers,1873 West Lisburn Road, Carlisle, PA 17015 Darryl W. Cunningham, 1916 Algonquin Trail, Williamsburg, VA 23185 David B. Cunningham, 612 Magnolia Street, Dunedin, FL 34968 Derek W. Cunningham, 3150 Brimstead Dr., Franklin, TN 37064 Daughter Son ~ Daughter Son Son Son ,~i ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS NOjV TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 4113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. Goodwill TAT11 AC DADT Fr _ C~ITCD TATAI Al(11U TAYARI F RTCTDiRI ITir1NG f1N I iNF 14 f1F RFV-1 Srlrl CnVFQ SHFFT S ~'. 1/6 1l6 1/6 1/6 1/6 1/6 1, 050.00 1, 050.00 If more space is needed, use additional sheets of paper of the same size. :~ •E.AST wI LL & TESTAMENT' • OF PHYLLIS WAUNITA CUNNINGHAM I, PHYLLIS WAUNITA CUNMNGHAM, of 1418-E, Bradley Drive,' Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind; do make, publish and declare this as and for my Last WiN and Testament, hereby revoking any and all Wills and Codicils by me at any time heretofore made. ' FIRST: I direct that all. my just :debts, funeral expenses and inhieritance taxes be paid by my hereinafter named Executor(trix) as soon after my decealse as may .conveniently be done. IJ SECOND: I give, devise and bequeath all the rest and remainder of my estate, real, personal and mixed of whatever nature and wheresoever ~dcated to my husband, William Franklin Cunningham, of 1418-E, Bradley Drive, C~rtisle, Cumberland County, Pennsylvania, if he survives me by thirty (30) day~sl, or more. V THIRD: In the event that my said husband should not survive me~l by at least thirty (30) days, I then give, devise and bequeath aFl the rest and remainder of my estate, real,. personal and mixed of whatever nature and wheresoever tb~ated in equal shares unto all of my children, Deborah Judd of Carlisle, Pennsylvania, Dennis Cunningham of Carlisle, Pennsylvania, Donna Myers of Carlisle, Pennsylvania, Darryl Gunning~am of East Berlin, Pennsylvania, David Ce~rhrzingham of Newville, Pennsylvania, and Derek Cunningham of Nashville, Tenness¢e, per capita with per stirpes representation. FOURTH: l hereby name .and appoint Darryl W. Cunningham, Esquire, of the •~ law firm of Frankel, Bare & Associates, York, Pennsylvania, to be the atttprney for my estate. f SIXTH: I do ;dominate, constitute and appoint as the Tru`st'ee of" my estate my son, parry) Wesley Cunningham, or, in the event that my son, Darryl Wesley Cunningham, is unable or unwilling to serve as Trustee, then I appoint as Trustee of my estate my son-in-law, Paul Myers, with power to accumulate and sell assets, and pursue courses of action to collect- assets; to invest proceeds and, keep intact until the trust terminates as each child reaches the age of twenty-fiv~',(25) years or as herein above set forth. .AND LASTLY, I do nominate, constitute and appoint as the Exd~utor of this my Last Will and Testament, my husband, William Franklin Cunningham. In the event that my husband,. William Franklin Cunningham, is unable or unvy~illing to serve, then I appoint my daughters, Deborah Judd and Donna Myers, as the alternate Executrix, and they shall not be required to give any bond or other surety in any jurisdiction of any Executrix appointed hereunder. IN WITNESS WHEREOF, I, PHYLLIS WAUNITA CUNNINGHAM, T~,estatrix, have to this, my Last Will and Testament, contained on this page and the foregoing two (2) pages, set my hand and seal, this _~ day of J~ 19916. ~,~,,~' Phyllis W Hite Cunningh m ~~ '~`" . n We, PHYLLIS-WAUNITA CUNNINGHAM,~e~htr~ h "~t f~~, and uL' ~ , y-'~y~R.S ,the Testatrix and Witnesses, respectively, whose names ar signed to the attached or foregoing instrument, being first duty sworn, do hereby declare to the undersigned authority that the Testatrix signed arbd executed the instrument as her Last Will and Testament and that she had signed willingly and that she executed it as her free and voluntary act for the purposes 'therein expressed, and. that each of the witnesses, in the presence and hearing'of the- Testatrix, signed the Will as witnesses, and that to the best of her .knowledge, the Testatrix was at the time eighteen (181 years of age or older, of sound r~nind and under no constraint of undue influence. Test rix Witness fitness SUBSCRIBED, sworn to and acknowledged before me by PHYLLIS WAUNITA CUNNINGHAM, the Testatrix, and subscribed and sworn to before me by ~~~1~ aCt~.~l ~ ll c~~_..~ and ~1,Ev L ~• ~''~y~5 ,the witnesses, this ~ day of ~,(~ , 19~ Notary Pub tc NOTARIAL SEAL SANQRA J. GREIMAN, NOTARY PUB}.Ir/' YORK, YORK COUNTY, PA MYCsO[yFMIS~ION EXPIRES NOV 23,198 LAST WILL & TESTAMENT' ~! OF PHYLLIS WAUNITA CUNNINGHAM 1 V I, PHYLLIS WAUNITA CUNNINGHAM, of 1418-E, Bradley Drive,' Carlisle, Cumberland County, Pennsylvania, being of sound and disposing minld do make, publish and declare this as and for my Last Wifl and Testament, herel~~ revoking any and all Wills and Codicils by me at any time heretofore made. FIRST: I direct that all my just debts, funeral expenses and inheritance taxes be paid by my hereinafter named Executor(trix) as soon after my decease as may conveniently be done. SECOND: t give, devise and bequeath all the rest and remainder'of my estate, real, personal and mixed of whatever nature and wheresoever 'located to my husband, William Franklin Cunningham, of 1418-E, Bradley Drive, Carlisle, Cumberland County, Pennsylvania, if he survives me by thirty (30) days, or more. THIRD: In the event that my said husband should not survive me by at least thirty (30) days, I then give, devise and bequeath all the rest and remainder of my estate, real, personal and mixed of whatever nature and wheresoever located in equal shares unto all of my children, Deborah Judd of Carlisle, Pennsylvania, Dennis Cunningham of Carlisle, Pennsylvania, Donna Myers of Carlisle, Pennsylvania, Darryl Cunning~arn of East Berlin, Pennsylvania, David Cunningham of Newville, Pennsylvania, and Derek Cunningham of Nashville, Tennes~oe, per capita with per stirpes representation. FOURTH: thereby name and appoint Darryl W. Cunningham, Esquire, of the ~~ law firm of Frankel, Bare & Associates, York, Pennsylvania, to be the a~Gtorney for my estate. SIXTH: 1 do :dominate, constitute and appoint as the Trustee ofi my estate my son, Darryl Wesley Cunningham, or, in the event that my son, Darryl Wesley Cunningham, is unable or unwilling to serve as Trustee, then I appoint, as Trustee of my estate my son-in-law, Paul Myers, with power to accumulate and sell assets, and pursue courses of action to collect assets; to invest proceeds ankl'~, keep intact until the trust terminates as each child reaches the age of twenty-fiv~',(25) years or as herein above set forth. .AND LASTLY, I do nominate, constitute and appoint as the Executor of this my Last Wi1f and Testament, my husband, William Franklin Cunningham. In the event that my husband, William Franklin Cunningham, is unable or unwilling to serve, then 1 appoint my daughters, Deborah Judd and Donna Myers, ais the alternate Executrix, and they shall not be required to give any bond. o~ ether surety in any jurisdiction of any Executrix appointed hereunder. IN WITNESS WHEREOF, I, PHYLLIS WAUNITA CUNNINGHAM, Testatrix, have to this, my Last Will and Testament, contained on this page and the foregoing two (2) pages, set my hand and seal, this ~ day of ~ ~ 919{6. Phyllis W Hite Cunningh m ~~ ,~ i We, PHYLLIS~~WAUNITA CUNNINGHAM,~eIrJt~ ~"tt~~_ and uL ` ~ . V''~`!~-S ,the Testatrix and Witnesses, respectively, whose names ar signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed ~rbd executed the instrument as her Last Will and Testament and that she had signed !willingly and that she executed it as her free and voluntary act for the purposed 'therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses,.-and that to the best of her knavrrledge, the Testatrix was at the time eighteen (181 years of age or older, of sound mind and under no constraint of undue influence. Testa rix Witness fitness SUBSCRIBED, sworn to and acknowledged before me by PHYLL[~ WAUNITA CUNNINGHAM, the Testatrix, and subscribed and sworn to t~e~fofe me by ~Ir]art~r ~1 ~ u. ~ ~ .and ~GEv t, ~. 9+'~~/~5 , the witnesses, this ~ day of /~C,~. 19~ ~ /~~~~ ~- Notary Pub is NOTARWL SEAL SANDRA ~. GREIMAN, NOTARY PUBLlG YORK, YORK COUNTY, PA MY COMMISSION EXPIRES NOV 23.19$