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Home My WebLink About06-26-15 pennsylvania 1505614105 oeanarncNrorancNue EX(03-14)(FI) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETRESIDENT DECEDENT : Harrisburg, PA 17128-0601 NT Al ,®` ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth NIMDDYYYY ................ 109262014 02011925 ........... Decedent's.. Last Name Suffix Decedent's First Name MI ........ 1CAVANAr7H JR WILLIAM 1j (if Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI ...........- . .. .......... 1CAVANAGH ELEANOR R � ............... THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW CID 1. Original Return C=:) 2. Supplemental Return C=:) 3. Remainder Return(date of death prior to 12-13-82) C=:) 4.Agriculture Exemption(date of C=:) 5. Future Interest Compromise(date of C=) 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) cW 7. Decedent Died Testate C=:) 8. Decedent Maintained a Living Trust 0 9. Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) CZD 10. Litigation Proceeds Received C=:) 11. Non-Probate Transferee Return c=:) 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) C=:) 13. Business Assets CID 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NameDaytime Telephone Number ............... ............. . ............. :ELEANOR R CAVANAGH (717)497-0243 ... ............ ............ ............... First Line of Address 91 EGE DRIVE ............... ....... .............................. ........... Second Line of Address .......... City or Post Office State ZIP Code .......... .................... ......................... ...................... CARLISLE PA. 117015 ........................ Correspondent's email address: REGISTER OF WILLS_ SE ONLY rn REGISTER OF WILLS USE ONLY C=1 IEC DATE MWIQ W, C= K r 7 C-) 03 !z:DLTFILED STAMP <Z) M PLEASE USE ORIGINAL FORM ONLY F--A Side 1 1505614105 1505614105 1505614205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: WILLIAM J CAVANAGH JR RECAPITULATION 1. Real Estate(Schedule A). . .. ... . . .... ........ ... . . . . . . . . ..... . ..... . . 1. 2. Stocks and Bonds(Schedule B) . .. ..... .... ..... . .. . .. ... ..... .. . . . .. . 2. 25,057.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) 3. i i 4. Mortgages and Notes Receivable.(Schedule D) .. .. .. ..... . ... ..... ....... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E)... .. .. 5. 6. Jointly Owned Property(Schedule F) O Separate Billing Requested .. ..... 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property '-- "� (Schedule G) O Separate Billing Requested.. . . .. . . 7. 8. Total Gross Assets (total Lines 1 through 7). . .... . . ... ... .. . . . .. .. ... ... 8. 1 25,057.00 9. Funeral Expenses and Administrative Costs(Schedule H). .. ... . . . ... . .. .. .. 9. 4,188.00 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1).. .. ... .. . .... . 10. . I 11. Total Deductions(total Lines 9 and 10). ... ... . .. .. . .. . ... ... ... .. .. ... . 11. 4,188.00 i 12. Net Value of Estate(Line 8 minus Line 11) . .. .. .. .. . .. . .. . .. . . . . .. ... ... 12. - 20,869.00 13. Charitable and Governmental Bequests/Sec.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. ; 20,869.00 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 _ ..... _......... __....... . .. ...-.... ,_., _._ ... _....._ .,._...... - _..... . . _ ............1 (a)(1.2)X.0 00 20,869.00 15. : 0.00 I 16. Amount of Line 14 taxable at lineal rate X.0_ 16. 17. Amount of Line 14 taxableat sibling rate X.12 17. 18. Amount of Line 14 taxable at collateral rate X.15 18. i..........._..................._...,......._..,...._............_............_.........._._-.............._..__.-.......-.... 19. TAX DUE . ... . ... .. .. ... ..... ... .... .. .... . .. .. . . ... ... ... .. .... . . 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Under penalties of perjury, I declare 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. Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS 91 EGE DRIVE, CARLISLE, PA 17015 SIGNATURE OF PREPARER OTHER THAN PERSON RESPONSIBLE FOR FILING THE RETURN DATE ADDRESS I IIIIII IIIII IIIII Side 2 1 III�I�.III!II'I I�III IIT IIIII illll IIII��5 14205 1505614205 REV-15b0 M (FI) Page 3 File Number I Decedent's Complete Address: DECEDENT'S NAME WILLIAM J CAVANAUGH JR STREETADDRESS 91 EGE DRIVE CITY STATE ZIP CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 I Credits/Payments A.Prior Payments B.Discount (See instructions.) Total Credits(A+6) (2) 3. Interest (3) 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) 0.00 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...................__................................................................ Q 0 b. retain the right to designate who shall use the property transferred or its income ............................................ F-1 0 c. retain a reversionary interest ..........................................................................................................11.1...I.......I... Q N 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 receiving adequate consideration?...............__.................... .................................. F 3. Did decedent own an"in trust 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? ................................................................................................. F 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 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)(j)]. 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)(1.11)(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 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 the use of a natural parent,an adoptive parent or a step-parent 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 4.5 percent,except as noted in[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)(11.3)],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-x511 EX+ (02-15) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER WILLIAM J CAVANAUGH JR 21-14-1014 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' PREPAID B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 175.00 5. Accountant Fees: 6. Tax Return Preparer Fees: 250.00 7. CUMBERLAND CROSSINGS 3,763.00 TOTAL(Also enter on Line 9, Recapitulation) $ 4,188.00 If more space is needed,use additional sheets of paper of the same size. REV-1513 EX+(02.15) �4 pennsyLvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: WILLIAM J CAVANAUGH JR 21-14-1014 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS(Include outright spousal distributions and transfers under Sec.9116(a)(1,2).] 1. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE, II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1 ELEANOR R CAVANAUGH 20,869.00 B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II— ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 20,869.00 If more space is needed,use additional sheets of paper of the same size. REV-1503 EX+(02-15) Tpennsytvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER WILLIAM J CAVANAUGH JR 21-14-1014 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1' PEPCO HOLDING INC POM 25,057.00 TOTAL(Also enter on Line 2, Recapitulation) $ 25,057.00 If more space is needed, insert additional sheets of the same size Portfolio Holdings (Continued) �- Uarer{'izd Estinrtaf EsHnrtml Dow roil Unit Crst tat lasts UWker trice Wukei Valre s«rAon kmal lacme riew Equitles(continued) Common Stocks(continued) j SPEPCO HLOGS INC COM Security Identifier:POM (A/p� Dividend Option:Cash CUSIP;713291102 930.00000 of these shares which are non-negotiable, and may require additional paperwork and information for confirmation-Please call your Financial Representative for more information. Please Provide' 930.000 N/A Please Provide 26.8300 24,951.90 N/A 1,004.40 4,02% SPFIZER INC COM Security Identifier:PTE Dividend Option:Cash CUSIP:717081103 6600000 of these shares which are non-negotiable, and(nay require additional paperwork and information for O confirmation.Please call your Financial Representative for more information. Please Provide' 66.000 N/A Please Provide 34.7900 2,296.14 N/A 73.92 3.21% SPUULIC SVC ENTERPRISE GROUP Security Identifier:PEG INC COM CUSIP:744573106 Dividend Option:Cash \1 Please Provide' 5S2000 N/A Please Provide 41.9200 23,139.84 N/A 86).12 3.72% SVERIZON COMMUNICATIONS INC Security Identifier:VZ COM CUSIP:923430104 Dividend Option:Cash Please Provide' 160.000 N/A Please Provide 48.6300 7,780.80 N/A 357..00 4.52% Please Provide160000 N/A Please Provide 48.630D 7,780.80 N/A 35200 452% Total Unallocated 320,000 Please Provide 15,561.60 N/A 704;00 To .........tal........................................................0......-. ............................................ ..--••--------- --------------- ........ -15••,-561..-- .-..60.- _..._ .------....._.--..._... ... --------N/-....--.-................................................ ....$704.. ....00.... 310,00NIA.. $ A Total'Comrno(t Stocks $0.00 $751,770.38 $0,00 $9,439.72 Total Equltles $0.00 $757,770,38 $040 $9,438.72 \\� Uaserfiral Acarrral Estiinrtal Cast hash Yrkel Ydre 6ri�/toss Inleresi Jtenrd Iraae �\ Total Portfolio Holdings $215.20 $257,995.66 $0.00 $9,438.72 'Noncovered ilnder the coal basis rules as defined below. �y Securities acquired before 2011 are generally not subject to the new cost basis reporting rules set forth in the Internal Revenue Code of 1866,as amended(`IRC")(incorporating amendments enacted by S, P-L.110.343,the Emergency Economic Stabilization Act of 2008)and are,there lore,considered"noncovered,"under the new cost basis reporting rules,and marked or denoted as such. Ali other securities In i \> this section are securities which are"covered'under the new cost basis reporting rules.Securities which are"covered"under the new cost basis reporting rules are defined as securities which have been acquired on or after their"applicable date(s)"al which they are subject to the cost basis reporting rules and the adjusted basis wail be reported to the IRS on form 1099-B for the applicable tax year in which the security is rdisposed, Page 4 of 9 Account Number RPI 149026 �,I ar,-,I nI carr „r"„�v...nwn,u.,.no v Ir W 411bsNYry PARDZW(nI ELFJINORCAVANAUGN Go paperless ,. t rrpY�arineC2007 "ITneBant"rNrvYo.YM_C" .W.tl WBYvo,) IJ ASK ABOUT E-DEUVEAY :`y UAI.BAV.IIA rr 0 r.OMMUNIC.AT IONS N. JLLC.�.,m rMNP.NY$C.sIPC �f EX ELLrNCE POM Historical Prices I PEPCO Holdings, Inc Common Stoc Stock - Yahoo! Finance Page 1 of 2 Home Mail Search News Sports Finance Weather Games Answers Screen Fiickr eVTW46ahm fA*iece on Firefox u 1 ' Search Finance SeZ b Mail Finance Home My Portfolio My Quotes News Market Data Yahoo Originals Business&Finance Personal Finance CNBC Contributors Enter Symbol Look Up Mon.May 4.2015,i2.16pm EDT-US Markets close in 3 his and 45 MinS Report an Issue DOW 40 =191111 111 IVA ID) 4 I 10. • 7ra0gNow .t a.. Fidality. Pepco Holdings,Inc.(POM) -NYSE *Watchlist Add to Portfolio Lik, 27 26.30 40.22(0.84%) 12:15PM EDT-Nasdaq Real Time Price Historical Prices Get Historical Prices for. GO Set Date Range Q Daily Start Date: Sep v 26 2014 Eq.Jan 1,2010 O Weekly Sam Gooch End Date: Sep v126 2014 O Monthly v�his ton siY E Q Dividends Only Get Prices First I Previous I Next I Las' Prices Date Open High Low Close Volume Adj Close' - Sep 26,2014 26.97 27.D4 26.87 26.89 1,080,600 26.36 - Close price adjusted for dividends and splits. First I Previous I Next I Last ru Download to Spreadsheet Currency in USD. 1 } r t �J .. }- - VanguaM- Ad Topics That Might Interest You... 1.Historical Stock Quotes 5.Best Index Funds 2.Historical Stock Prices 6.Mutual Funds to Invest in 3. Facebook Stock Prices 7. Dividend ETFs to Buy 4.NASDAQ Historical S. 10 Best Mutual Funds Feedback ads Privaoy-About Our Ads-Terms-send Feedback-Yahoo!-ABC News Network Quotes are real-time for N-SDAQ..NYSE.and NYSE MKT See also delay fines for other exchanges.Ali mfomaiion provided'as is'for informational purposes only,not intended for trading purposes or advice.Neither Yahoo!nor any or indepandam providers is liable for any rriformabonal errors,inco:.piet.nes_,or delays,or for any actions mken in,reliance on, contained herein..By accessing the Yahoo'site,you agree not to redistribute the information found therein. http://finance.yahoo.com/q/hp?s=POM&a=08&b=26&c=2014&d=08&e=26& 2014&g=d 5/4/2015 COMMONWEALT F PENNSYLVANIA SNORT CERTIFICATE COUNTY OF CUMBERLAND F CU - I, LISA M. GRA YSON, ESQ. Register for the Probate of wills and Granting jU p � Letters of Administration in and for _ .�- ,„';r� CUMBERLAND County, do hereby certify that on the 27th day of October, Two Thousand and Fourteen, --- Letters TESTAMENTARY in common form were granted by the Register of said County, on the estate of WILLIAM J CAVANAUGH JR late of SOUTH MIDDLETON TOWNSHIP /first,Middle,Last! in said county, deceased, to ELEANOR R CAVANAUGH lFisf,Middle,Last) and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 27th day of October Two Thousand and Fourteen. File No. 2014- 01014 PA File No. 21- '14- 1014 Date of Death 9/26/2014 S. S. # J 00 I f1 / �� Regl er Ills� J — Demi ury NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL LAST WILL AND TESTAMENT OF L7 CD Ui '.J -- CD CD WILLI"J. CAVANAUGH, JR. C.; ;SMLLIAM J. CAVANAUGH, JR., of Carlisle, Cumberland County, ca o �') r�' RJ s.�lvania`� g of sound and disposing mind, memory and understanding, do make, ''publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executrix or Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I reserve a right to include a written list of tangible personal property with this Will, either in my handwriting or signed by me, and request that my Executor dispose of the property set forth in the list in the manner specified therein. THIRD: I give to my beloved wife, ELEANOR R. CAVANAUGH, all the rest, residue and remainder of my estate of every kind and character and wherever situated, provided she survives me by at least thirty days. FOURTH: If my wife fails to survive me by thirty days, I give my entire estate to my beloved children, LYNNE C. YOUNG, of Westmont, New Jersey, JAN C. FEIDLEMAN, of Long Boat Key, Florida, JAMES R. CAVANAUGH, of 2199 Tom Mountain Lane, North Garden, Virginia 22959, and NANCY PFISTERER, of 529 Colony Road, Camp Hili, Pennsylvania 17011, in equal shares, per stirpes. FIFTH: In the event that any grandchild of mine is entitled to inherit from my estate and has not reached the age of 21 years at the time of my death, I direct that his or her share shall be held in trust by their surviving parent or guardian, as trustee to be used whenever my trustee, in his or her sole discretion, shall deem it necessary to pay for the education, maintenance, health and welfare of my beneficiary. When any said grandchild reaches the age of 21 years, the trustee shall pay to him or her outright the balance of his or her share of the corpus and accumulated income which has not been UISi(IUUICU, LASTLY: I nominate, constitute and appoint my wife, ELEANOR R. CAVANAUGH, to be the Executrix of this my Last Will and Testament. In the event that my said wife, shall be unable to serve as Executrix for any reason, I appoint my daughter, NANCY C. PFIS.TERER , as Executrix. No Executor or Executrix shall be required to file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of :_: _ 2005. f illiam J. Cavanaugh, Jr. SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: it •�: y i� l 2 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, WILLIAM J. CAVANAUGH, JR., Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged befo e me, by WILLIAM J. CAVANAUGH, JR., the Testator, phis i L-l� `day of 2005. �P �� '�,Willia . agh, ., Testator No Public �(/( NOTARIAL SEAL MERLEME J.MARHEVKA,NOTARY PUBLIC CARLISLE,CUMBERLAND COUNTY,PA MY COMMISSION EXPIRES JUNE 8,2008 3 I COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, and the witness;j" whose names are signe�to the attached c0foregoing instrument, being duly qualifi according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me bdl and C. this ay of 2005, Witness Witness Nota ota ublic 4 7757M