The URL can be used to link to this page

Home My WebLink About11-07-1111!031'2011 10:30 717-2~3-1450 MARTSON LAW PAGE 02J10 Ir50561D140 REV-~ Sao ~ {Q1-~°' PA Department of Revenue ~ ~E ONLY Bureau of lndivtduai 7'oxes :5ottt'1?i :'iaA~ YseR edit 4Ssy~+,"ues PQ 90X z808Gt INHERITANCE TAX RETURN M>tlrriabutn. PA 1712&0801 REEIpENT DECEDENT 2 1 ~' dJ 1 2 ? 1 ENTER DECEDENT iNFORMAIION BELOW $ociat Security Number Oate of Death t#MIDDYYYY Date of Birth MMDDYYYY 2 0 4 D 1 9 0 7 8 ~, r' b~ 2 [] 1 1 D 2 y 2 1 9 ~ 0 i7ecedertt's Lal-st tYame Svfific tTeeadertts t=ryst IYan+e Mf S tJ N D A Y H A R V E Y P {If Applicable( Enter Su!rvlving Spouse's Intormatlon below Spouse's Last Name SufAoc 5pouae'S Flrpt Nam¢ MI Spouse's Social Security Number FILL INAPPROPRIATE OVALS BELOW t. Original Ratvm 4. Llrnldrd Estate ~, 8. Deoadet>x Died Ts~ata (Attach coax of wal) 9. Lklgatlon ProCeeda Rsrxived THIS RETURN MUST iBE FILED IN DUPLICATE WITH THE R~QtS'i'ER t7F WILLS D 2. Sup~emental Return [] 4a. Future ht0e~st Cortt(trnfttrs® rde6e of [~ death after ta•t7-BZ) Q 7. Decedent IMaintained a Loring Trusk 0 catt~- copy of rntaq t 0. Spousal Powr#y Credit (date of death drrt»~eeut 1Z~3'1~97 Arty! t-1-SS) 3. Rtmaindar Ratum (date ~ death prior b 12-13-42) ~. Federal FsEabe 7'ax Rehrt» Required 8. Tatal Number of Safe Depo4it Boxes 1 t. Elec~on W tax under Sec. 61 t 3(A) (ufach 5ch. d) __ __ CORRESPONDENT - THIS SECTION IIt1ST BE CAMPI.ETtiD. ALL t:Oi~tESPONDENCE AND CONFIDENTtAI.71lX a1FORNAT10118MOULD PE OLLiECTED T0: Tl~arrre Dayt4tns Ts4eptyatve Atufi~t-es I V O V- 4 T T 0 I I I 7 1 7 2 4 3 3 3 4 ]. RE®197LR Qf° tMlk,l,$.t.IS@Y CC "" ~~ _-~ -0 w_- Flrat tine of address X77 1 _ ` ' ~ 3 M A R T S O N L A W O F F I C E S _. C ~~ ~~] i~ 1 D E H IGH ST ;`n - r,`, I I = ,, City or Post Olfice Staff 2fP Code ~ .- _ _ `' :~~ .~~.. , .~S 7 '.....~ 7 C Aft L i 5 L E F A 1 743 1 3 ~''-:' ~.. ,, correspondents .•rnail addross: I C T T d 1 tT A R T S O N L Under penaltla d . I aaotaro plat t flaw axamM+ed U~ta reh+m, induOtrlQ aaoanpanyUq achetiWl.s end sp~rraerda, and to tNt! bat or my knowledge and beNef, tt b true, aortect Dadan~lmt o- gar a0~er than,tta paraonat roptatnbttvr b based on afl ~orrnoban of Whtd'- > ttt+s arR+. PERSON R 1roR RETURN pp~ q EAST CIAI,N .STREET NE THAN Rt=PRtR~NTATNE 10 EAST NIGH STREET CARLISLE PA 17013 p'k.~l1SE t1SE Q~llilll<. t~O~F416 4tVLY Side 1 3~Ei3561414t3 L5a56141411 t"IAR-13-2002 WED 02:31PM ID: PAGE:2 ~~ J 1505610140 REV-1500 EX `°'-'°' PA Department of Revenue OFFICDIL USE ONLY Bureau of Individual Taxes County Code Year File Number PO Box 26aso1 INHERITANCE TAX RETURN 2 1 2 1 1 2 7 1 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 2 0 4 D 1 9 0 7 8 1 2 1 2 2 0 1 1 0 2 1 2 1 9 2 0 Decedent's Last Name Suffix Decedent's First Name MI S U N D A Y H A R V E Y P (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ® 1.Original Retum ^ 4. Limited Estate ® 6. Decedent Died Testate (Attach Copy of Will) ^ 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ^ 2. Supplemental Retum ^ ^ 4a. Future Interest Compromise (date of ^ death after 12-12-82) ^ 7. Decedent Maintained a Living Trust ~ (Attach Copy of Trust) ^ 10. Spousal Poverty Credit (date of death ^ between 12-31-91 and 1-1-95) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL Name I V O V O T T O I I I REGISTER OF WILLS USE ONLY First line of address M A R T S O N L A W O F F I C E S Second line of address 1 0 E H I G H S T City or Post Office C A R L I S L E AND GDNFIDENTIAL TAJC INFVKMAI IVN SHVULU tlt UIKtGI tU I V: Daytime Telephone Number 7 1 7 2 4 3 3 3 4 1 State ZIP Code P A 1 7 0 1 3 DATE FILED Correspondents e-mail address: I O T T O a M A R T S O N L A W• C O M Under penalties of perjury, I 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. DeGaration of preparer other than the personal representative is based on ail Information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS 9 EAST MAIN STREET NEW KINGSTOWN PA 17072 SIGNAT E O PR THER THAN REPRESENTATIVE DAT ~ ~ ~~ 10 EAST HIGH STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 J 1505610240 REV-1500 EX Decedents Social Security Number 2 0 4 0 1 9 0 7 8 Decedent's Name: HARVEY P• S U N D A Y RECAPITULATION _.___ ___ _ __-_ _-__ _------- 1. Real Estate (Schedule A) ........................................... 1 4 0 6 4. 4 7 2. Stocks and Bonds (Schedule B) ...................................... 2• 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. • 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. • 6 4 8 1. 6 0 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)...... . 5 6. Jointy Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. • 7. Inter-V'rvos Transfers & Miscellaneous -Probate PropeRy ~ Separate Billing Requested ....... 7. (Schedule G) 8 1 0 5 4 6 . 0 7 8. Total Gross Assets (total Lines 1 through 7) ........................... . 9 3 5 5 9. 0 4 9. Funeral Expenses and Administrative Costs (Schedule H) .................. • 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 3 9 8 5 8. 7 6 11. Total Deductions (total Lines 9 and 10) ............................... 11. 4 3 4 1 7. 8 0 12. Net Value of Estate (Line 8 minus Line 11) ............................ 12• - 3 2 8 7 1. 7 3 Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 . an election to tax has not been made (Schedule J) ...................... 13• 14. Net Value SubJect to Tax (Line 12 minus Line 13) ...................... 14. ~ 3 2 8 7 1. 7 3 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15. 16. Amount of Line 14 taxable 16 • at lineal rate X .0 _ . 17. Amount of Line 14 taxable 17 • at sibling rate X .12 18. Amount of Line 14 taxable 18 • at collateral rate X .15 19. TAX DUE ..................................................... 19. 20. FILL IN THE OVAL IF YOU ARE RE4UESTING A REFUND OF AN OVERPAYMENT Side 2 1505610240 1505610240 J REV-1500 EX Page 3 nn.•e~lont'Q C_mm~iratp d-ddress' Flle Number 21 21 1271 rvvv~.....~. .~...r-___ _ _~~__.__ DECEDENTS NAME HARVEY P. SUNDAY STREET ADDRESS 442 WALNUT BOTTOM ROAD CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: ~. Tax Due (Page 2, Line 19) (1) 2. CreditslPayments A. Prior Payments B. Discount Total Credits (A + B) (2) 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII in oval on Page 2, Une 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 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 : ...................................................................... ^ 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 December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ 3. Did decedent own an 'intrust for' or payable-upon-death bank account or security at his or her death? ......... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? .................................................................................................. ^ 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 Juty 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) (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 surviving 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 requirements for disclosure of assets and filing a tax return are stilt 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)]. • T#~e taxfate imposed on-the ~et~alue~f #fansfers to or for~he tiset~f the decedent's tineal t~enefiaartesis 4~~ercent, Bxceptas 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)]. Asibling 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-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF HARVEY P. SUNDAY 21 21 1271 All property jointly-owned with right of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM OF DEATH NUMBER DESCRIPTION ~, Morgan Stanley Smith Barney account No.410-011815-015 4,064.47 (See attached) TOTAL (Also enter on line 2, Recapitulation) ~ S 4,064.47 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER HARVEY P. SUNDAY 21 21 1271 Include the roceeds of litigation and the date the proceeds were received by the estate. All property ~Olntly-owned with right of survhrorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~, Morgan Stanley Account No. 863307104, cash 3,329.11 2. The Sentinel, refund 3. ~ United Church of Christ Homes, refund 113.87 3,038.62 TOTAL (Also enter on line 5, Recapitulation) ~ S 6,481.60 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER HARVEY P. SUNDAY 21 21 1271 Decederrt's debts must be reported on Schedule I. NUMBER DESCRIPTION AMOUNT q. FUNERAL EXPENSES: 420.99 ~ , Hoffman Roth Funeral Home, Carlisle PA g, ADMINISTRATIVE COSTS: ~ , Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address Chy State ZIP Year(s) Commission Paid: 2 Attorney Fees: Martson Law Offices 3,000.00 3, Famiy Exemption: (If decedents address fs not the same as claimant's, attach explanatlon.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: Register of Wills of Cumberland County 102.50 5 Aooountant Fees: g, Tax Return Preparer Fees: 7, Filing fee, Inheritance Tax return 15.00 1.55 g, EVP Stock valuation 4.00 9, Short Certificate 15.00 10. Additional Probate Fee rnTer rein antar nn I ina 9. Rxaoitulation) I S .04 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 NUMBER HARVEY P. SUNDAY 21 21 1271 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, Including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, Department of Public Welfare, CSI # 720241845 39,541.02 2. Department of Veterans Affairs, reimbursement of benefit paid after date of death 90.00 3. Century Link, account payable 4. Martson Law Offices, balance due for income tax matters 17.74 210.00 TOTAL (Also enter on Line 10, Recapitulation) I E 39,858.76 If more space is needed, Insert additional sheets of the same size. F.\FILES\Clirnts\Estate Planning\5083 Sundar5083.2.wi11.2007 LAST WILL AND TESTAMENT I, HARVEY P. SUNDAY, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils made by me. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all death taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give the sum of One Thousand Dollars ($1,000.00) to each of my grandchildren, HEATHER DISS, ERIN SUNDAY, HILARY FAGER, ANDREA HALLETT, CHRISTINE DESJARDINS, DAVID BARTOLI, DANIEL BARTOLI, STEPHEN BARTOLI, CATHERINE BARTOLI and PATRICK BARTOLI. '~ ~. I give, devise and bequeath all the rest residue and remainder of my estate, both real and personal property, unto my children, RICHARD C. SUNDAY, THOMAS C. SUNDAY and JILL S. BARTOLI, in equal shares, absolutely. 4. I nominate, constitute and appoint my children, RICHARD C. SUNDAY, THOMAS C. r SUNDAY and JILL S. BARTOLI, as Executors of my estate. 5. I direct that my Executors shall not be required to file any bond in any jurisdiction to secure the faithful performance of their duties, nor shall they be required to obtain any order or approval of any court for the exercise of any power or discretion set forth in this Will. Page 1 of 3 Pages H.P.S. ~. I authorize and empower my Executors, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executors consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executors shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this OS''"r'~' day of c: ~1~-~- '~7 ' SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed o names as w' sses thereto, in the presence oaf the said Testator and of each other. Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Harvey P. Sunday, ~d U . ~~~~ ,and (O r/'iiclE ~. ~y~/'-1 ,the Testator and the witnesses, respectively, whose names are signed to the 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 that the Testator has signed willingly, and that the Testator executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best ofhis/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. . SS. ~~ Testato ~~+~~1w~17~_ Witness Witness Subscribed, sworn to and acknowledged before me by Harvey P. Sunday, the Testator, and subscribed and sworn to before me by ~. 10 - ~c-~~~/ and ~j-~~~.e ~ ~~./L Gz ,the witnesses, this/.S"~ day of LC/c_ f , ~~ ~ /~G~_ -- ' Notary Public COMMONWF,ALTH C. PF_NNSYLVAN(A NUTAr~IA~ ~FAI. ,,' VtctGti<~ t.. Ci[tc~. ~ ~ ~n Pnhhc Ca.l~~lc !3~~~ruS,i ~'u ~t .. i .r. _: .~nty Page 3 of 3 Pages Estate Valuation Date of Death: 12/12/2010 Valuation Date: 12/12/2010 Processing Date: 03/09/2011 Shares Security or Par Description 1) 30 SPDR GOLD TRUST (863307104; GLD) GOLD SHS Pacific 12/10/2010 12/13/2010 Total Value: Total Accrual: Total: $4,064.47 High/Ask Low/Bid Estate of: Harvey P. Sunday Report Type: Date of Death Number of Securities: 1 File ID: 5063.2.sunday Mean and/or Div and Znt Security Adjustments Accruals Value 135.48000 133.95000 H/L 136.64000 135.86000 H/L 135.482500 $0.00 4,069.97 $4,064.47 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.4.1)