HomeMy WebLinkAbout12-06-05
REl/-l500 EX (6-001 REV-1500 OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYlVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1 - 0 5 0 3 0 2-
couNricoDE -YEAR- -----
NUMBER
DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAL) SDC~LSECURITYNUMBER
I- Sunday, walter D. 174 - 20 - 1822
Z
W DATE OF OEATH (MM-DD-YEAR) DATE OF BIRTH (MM-OD-YEAR) THIS RETURN MUST BE RLED IN DUPUCATE WITH THE
0
W March 14, 2005 June 11 , 1925 REGISTER OF WILLS
0
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOC~ SECURITY NUMBER
0 Sunday, Gwendolyn D. -
w !Xj1. Original Return o 2. Supplemental Retum o 3. Remainder Return (<laIecfdealhptilr1ll12,'3.a2)
...
:.:~O') o 4. Limited Estate o 43. Future Interest Compromise (date of ~ alter 12-11--R2) [XJ 5. Federal Estate Tax Return Required
"o:x
wQ."
",00 00 6. DecedentDiedTestate(Attact'I<:c!l~(llWi\\) o 1. Decedent Maintained a Living Trust (AlladlalpyofTflJ51) ~ 8. Total Number of Safe Deposit Boxes
,,0:'"
....
Q. o 9. Liligatlon Proceeds Received o 10. Spousal Poverty Credit (date ofdeatl1 be\Wl!en 11-31-91 and 1-1-95) o 11. Electlon to tax under Sec. 9113(A) (Attach 5th 0)
'"
lZ ~E1EQ.; 't. QRRESPi:!' DEN~.E 'NP'l:ONFJb" F..ORMAT10~tSfl9!Jtlf~~'
w COMPLETE MAILING ADDRESS
'" William L. Sunday
'"
0 39 West Main street
.. F1RM NAME (If Applicable)
"
w Mechanicsburg, FA 17055-6230
0:
0: TELEPHONE NUMBER
'" (717 ) 766-9622
"
1. Real Estate (ScI1edule A) (1) 0 OFFICIAL USE ONLY
2. Stocks and Bond. (Schedule B) (2) 885865.30
(3) 0 i-"),
3. Closely Held Corporation, Partnership or Sole-Proprietorship C-::J ::0
C) C~.:'l
'-'=.? <~ nj
4, Mortgages & Nole. ReceivablelScI1edule D) (4) 0 CJ C)
\-;, C)
(5) 77298.25 C) -:.r'J
5. Cash, Bank Deposits & Miscellaneous Personal Pro~ 1,'::~_J
(ScI1edule E) 1 en
Z - G' 0
0 6, JOIntly Owned Property (Schedule F) (6) 0 C")
~ ' ' --0 ,I
o Separate Billing Requested -1,
- 2"~
..J 221202.31 - ,"n
~ 7. tnterNi'/Os Transfers & Miscellaneous Non-Probate Property (7) .,
I- (Schedule G or L) - -,'\
s: N
<( 8. Total Gross Assets (totat Unes 1-7) (8) 1184365.86
0 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 35453.11
W
c::: 10. Debts of Decedent. Mortgage liabilities, & Uens {Schedule \} (10) 3196.58
11. Total Deductions (total Lines 9 & 10) (11) 38649.69
12. Net Value of Estate (line 8 minus Line 11) (12) 1145716.17
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 0
made (ScI1eduJe J)
14. Net Value Subject to Tax (Line 12 minus Line 13) . (14) 1145716.17
SEE INSTRUC'lION5 ON REVERSE SlOE FOR APPLICABLE RATES
Z 15. Amount of line 14 taxable at the spousal tax 0
0 395716.17 x ,0 00 (15)
~ rate. or transfers under Sec. 9116 (a)(l.2)
16. Amount of Une 14 taxable at lineal rate 750000.00 x.o 45 (16) 33750.00
....
~ 0
c.. 11. Amount of Une 14 taxable at sibling rate x .12 (17)
::
0 x .15 (18) 0
0 18. Amoonl of Line 14 taxable at conaleral rate
X 19. Tax.: Que (191 33750.00
~ 200 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address: . .
STREET ADDRESS 1 Hoover Road
CITY Carlisle I STATE PA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19) (1) 33750.00
2. CreditslPayments 0
A. Spousal Poverty Cred~
B. Prior Payments 32062.50
C. Discount 1687.50
Total Credits (A+ B + C) (2) 33750.00
3. InteresVPenalty if applicable
D. Interest 0
E. Penalty 0
TotallnteresUPenaity ( D + E ) (3) 0
4. If line 2 is greater than Une 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4) 0
5. If Une 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. (S) 0
A. Enter the interest on the tax due. (5A) 0
B. Enter the total of line 5 + SA. This is the BALANCE DUE. (5B) 0
Make Check Payable to: REGISTER OF WILLS, AGENT
<~~j!~'-"'~<<~""Jl.:;';..~~~~~::'.i!<<.~.....t~4;;;; ~",l <l-~~~':..:':.:""'~-;"~~-:::~ -.;t~~~",#;i:1W-~~~",~~.~~5;~'~~~~~~~~o.\.-wt~~~..::tT..>t.c.~
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and' * Except ~s an incident of joint Yes No
. ownershJ.p
a. retain the use or income of the property transferred:........................................................................:................. 0 !XI *
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 !XI *
C. retain a reversionary interest; or.......................................................................................................................... D !XI *
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 !XI
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [XI 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 IX]
4. Did decedent own an Individual RetirementAccount, annuity, or other non~probate property which
contains a beneficiary designation? ........................................................................................................................ []j 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,
Under penalties of pe~ury, I declare that I have examined this return, including accompanying sctIedules and statements, and to the best of my knowledge and belief. it is true, correct and complete.
Dectaration of preparer other than the personal representative is based on aU information of which preoarer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
~.-L. "tJ-.. ~cember .6- 2005
Carlisle, PA 17013
HAN REPRESENTATIVE DATE
December -5- 2005
ADDRESS
39 West Main st eet, MechanicsbuqJ., PA 17055-6230
~J::iT.'.:';""?~ $':$ ~-;..., '~~~ ~-";:'i~J~~'"" E:r,;::Z:;;--k';";l ,:;,4" -: :-..:l-";".:~~.h.<:6_ ~~ '... -' ~ - .' ....;: "'-_:\;-..": _~r~ -,oJ. ,.'~.- ._-, .;-.;...~..-:-~~W--~!,}~-m.'
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. 99116 (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 0% [72 P.S. 99116 (a) (1.1) (ii)]
The statute does not exemot 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 I
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 af age or younger at death to or for the use of a natural parent, an adoptive parent
or a stepparent of the chiid is 0% [72 P.S. 99118(a)(1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's iineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's sibUngs is 12% (72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as ar
individual who has at ieast ooe parent in common with the decedent, whether by blood or adoption.
"""""""'".* SCHEDULE B
COMl,l()NWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WalterD. Sunday 21-05-0302
All property jointly-owned with right OfsUMvO",hip must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Securities held by Wachovia Securities Financial Network, LLC (Pursel1
Associates, Inc. - Registered Representative) in Account No. 7641-7570
of Walter D. Sunday on the date of his death
Shares Companv Per Share Value
733 Alcatel $13.145 $ 9635.29
1000 Crown Holdings, Inc. 16.815 16815.00
1000 HealthSouth CorporatIon - Com 5.675 5675.00
400 IAC/Interactive Corp. 22.56 9024.00
1000 Nextel Communications - Class A 28.93 28930.00
2000 Nortel Networks Corp. 2.985 5970.00
6000 Rite Aid Corporation 4.16 24960_00
2. Securities held by Citizens Investment Services in Account No. L7W-048550
of Walter D. Sunday on the date of his death
Shares Companv Per Share Value
660 Alcoa, Inc. 31.125 20542.50
Dividend paid 2/25/05 See Item 2 Sch E
240 Armstrong Holdings Inc. 2.005 481.20
1620 Bank of America Corp. 45.56 73807.20
Dividend paid 3/25/05 - Record 314/05 729.00
1166 Exelon Corp. 46.305 53991.63
Dividend paid 3/10/05 See Item 2 Sch E
300 General Electric Co. 36.00 10800.00
Dividend paid 4/25/05 - Record 2/28/05 66.00
600 Home Depot Inc. . 39.215 23529.00
Dividend paid 3/24/05 - Record 3/10/05 60.00
2091 M & T Bank Corp. 102.075 213438.83
Dividend paid 3/31/05 - Record 2/28/05 836.40
500 Office Depot Inc. 20.78 10390_00
400 Schlumberger Ltd. 72.205 28882.00
Dividend paid 4/8/05 - Record 3/2/05 84.00
77 Transocean Inc. 47.92 3689.84
1200 Tyco International Ltd. 35.22 42264.00
1200 Williams Companies Inc. 18.36 22032,00
Dividend paid 3/28/05 - Record 3/1l/05 60.00
3_ 1700 BP-PLC 64.425 109522.50
Dividend paid 3/14/05 - Record 2/16105 Included in
Item 4 Sch F
4. 452 Citigroup 48.00 21696.00
Carried Forward TOTAL (Also enter on line 2, Recapitulation) $ 737911.39
(If more space is needed. insert additional sheets of the same size) {I:
(
""""""'''''".. SCHEDULE B
STOCKS & BONDS
COMMONWEALTH DF PENNSYLVAN~
INHERITANCE TAX RETURN
RESIOENT OECEDENT
ESTATE OF FILE NUMBER
WalterD. Sunday 21-05-0302
All property jointly-owned with right o!survivorship must be dls<losed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
Brought Forward 737911.39
Shares Company Per Share Value
5. 1056 Kroger 16.105 17006_88
6. 400 Eli Lilly and Company 54.265 21706.00
Dividend paid 3/10/05 - Record 2/11105 Included in
Item 4 Sch F
7. 3300 Pfizer 26.43 87219.00
Dividend paid 3/8/05 - Record 2/11105 Included in
Item 4 Sch F
8_ 477.271 T. Rowe Price - Growth Fund @ $26.0300 12423.36
9. 328.947 T. Rowe Price - New Horizons Fund @ 29.1800 9598.67
TOTAL (Also enter on line 2, Recapitulation) $ 885865.30
(If more space is needed, Insert addllianal sheets af the same Size)
"":,,,,,,.,,.,,.. SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RET\JRN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Walter D. Sunday 21-05-0302
Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointty-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Cash held by Wachovia Securities Financial Network in Bank Deposit Sweep
Account of Walter D. Sunday on his date of death $75128.74
Accrued Interest to Date of Death (14/31 of$97.67) 44.11
2. Cash and cash equivalents held by Citizens Investment Services in account of
Walter D. Sunday on his date of death
Alcoa Dividend Paid 2/25/05 99.00
Exelon Dividend Paid 3/10/05 466.40
3. 1991 Ford Truck @ Appraisal 1000.00
4. 1994 Plymouth Voyager@Appraisal 500.00
5. Timex Watch 10.00
6. Man's Gold Wedding Band 25.00
7. Clothing 25.00
TOTAL (Also enter on line 5, Recapitulation) $ 77298.25
(If more space is needed, insert additional sheets of the same size)
.
~ SCHEDULE F
JOINTL Y.OWNED PROPERTY
COMMONWEA1.TH OF PENN5' .VAN~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATEO\v FILE NUMBER
alter D. Sunday 21-05-0302
If an asset was made joint within one yea, of the decedent's dam of _, h must be reported on Schedule G.
SURVMNGJOINTTENANTlSI NAME ADDRESS REl.AnONsHIP TO DECEOENT
A. Gwendolyn D. Sunday 1 Hoover Road, Carlisle, P A 17013 Spouse
6,
C.
:OINTL Y -OWNEJ FROFS::\TY:
I LmC' I DAll: \ OESCRJFTICN OF ?RaF=;;TY I ..aF DA'l::-JFCE...TH
-:.'A feR ~CINT MACE [nCUde name of MatlCal insiltUfion and bank ac:::::unt nurr.ner Of similar identifying numr;.er. Atta:.'l DATECFDE.~7H CE.::;; "JAU.lE OF
_ '.\E:::1 TE!'V<N'T lOlNT deed for 100ntly-he!d :UI mate. V.AWe OF ASS=-: !NTE.=i.i:Si oe:SE."IrS ;NTE:;:ES,
,. A. 6/19/ All that certain lot of ground situate in the
2000 Township of Middlesex, County of Cumberland
and State of Pennsylvania being Lot No.7 on the
Final Version Subdivision Plan for Robert R. Line,
Jr. and J. Edward Clouse prepared by Stephen G.
Fisher, R.S. dated January 17, 1985 and recorded
in Cumberland County Plan Book 48, Page 75, Owned as
Having thereon erected a dwelling house Tenants by
known and numbered as I Hoover Road, Carlisle, Entireties
PA
See attached Deed. (Book 223 Page 787) 230000.00 Not Taxable
2. A. 12/29/82 All that certain unimproved tract ofland
2/5 th containing 13,8670 acres situate in Owned as
Middlesex Township, Cumberland County, Tenants by
12/22/97 Pennsylvania being Lot No.3 on Final Entireties
1110 th Subdivision Plan Walter D. Sunday and
Gwendolyn D. Sunday, Clyde O. & Diane L. Not Taxable
Beam Lot No.3
i&W See attached Deed. (Book 264 Page 4853) 132000.00
urah.sed
other 112
on
8/26104
Carried Forward 362000.00 $ Not Taxable
(If mare space is needed, insert additional sheets of !he same size)
. ~"---r"
~ SCHEDULE F
JOINTL Y.OWNED PROPERTY
COMMONWEAlTH OF PENNS\ LVANIA
INHERITANCE TAX RETURN Continued
RESIDENT DENT
ESTATE OFWalter D. Sunday FILE NUMBER 21-05-0302
Wan ..set was made joint orilhin one year 0' dte decedent's dale 0' _, a must be reported on Schedule G.
SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
~..
Gwendolyn D. Sunday I Hoover Road, Carlisle, P A 17013 Spouse
-,
-
"
~JINTL Y -CWNEJ FROFERiY:
\ LE ,~, I CATE I DESCR~T1CN OF ?RCF"R" I I '.~F aA'c:CF~E...~
:~3.:~ FCR':CINT ""CE Include narr.eaf finanC:31 insutulion and ~Ir. ac:::::Ut1t numoer or simila" identifying numcer. Anac." CArE.-:::F::E..l,7"l"l. CE.::rs \IAI,.l..'E:JF
. _ "S::o.. TE.~NT JC1NT deedforIOlntlv-l'1e!d~a1estate, VALUE OF" ASS~ IN'~;"lI:.;)' CE.:EDENiS iNTE.=:E57
1-.. Brought Forward 362000.00 Not Taxable
, A. 12/29/82 An undivided one-half (112) interest in and to
".
2/5 th all that certain tract ofland situate in Middlesex
Township, Cumberland County, Pennsylvania
2/22/97 bounded as described as follows:
f10th Beginning at a point in South Middlesex Road
opposite the former School House Lot; thence by
land formerly of Sheldon K. Garber South
72 degrees East 1943.70 feet to a stone; thence by
land formerly of William Cornman South 6 degrees'
30 minutes East 1640.10 to a stone; thence by same
North 86 degrees 30 minutes West 549.50 feet to
a point; thence by same and lands now or late of
Harper Wetzel North 81 degrees 45 minutes West
1554.30 feet to a point in South Middlesex Road;
thence in said road by land now or late of Lehman
Brandt Northl degree 15 minutes East 173.25 feet
to a point in said road; thence by same North 67
degrees West 572.55 feet to a point; thence by
lands now or late of Lee Deitch North 74 degrees
30 minutes West 478.50 feet to a point; thence by
lands now or late of Lee Brenneman North 5
degrees West 844.20 to a point; thence still by
same North 14 degrees Westl036.00 feet to a
point in Horner Road; thence alon!! said Horner
Carried FOrw~Trl 7""{"\(\ 1\1\ $ "T~.
(I' mcre space is needed, insert additional sheets of !he same size)
. m....__._
"C'.''''''~ '"" .\'-~" '*
SCHEDULE F
JOINTL Y.OWNED PROPERTY
COMMONWEALTH OF PENNS) LVAN~
INHERITANCE TAX RETURN
RES NT DECEDENT
ESTATE OF FILE NUMBER
Walter n ~l1nci:1Y 71.0~.mO?
II an as.el was made joint within one year of 1111 decedent's date of death, 11 must be reported on Schedull G,
SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDE.'lT
A. Gwendolyn D. Sunday I Hoover Road, Carlisle, P A 17013 Spouse
.'
C. ".
JOINTLY -OWNEJ FROF=~iY:
cs;a, I CATC: I DESCRlPTICN OF PRCFS,TY I '.OF CA,c:,JFOE...Th
~~A FeR olelNT MACE Include "-alT.e af financ:31 institution and barlk ac::::lunt I'tLU1Wer or sirmiaf identifying nutrooer. Att:lC."I CA TE OF t:lE.~ LH CE.::::rS VALUE:lF
.'~ '.1eE~ TE.~NT JOINT deed forr01nt!y-he!dreaestare. VALUE OF ASS;; tNTE.=ieSi OE'~E."'IiS ;~:.E.Si
Brought Forward 362000.00 Not Taxable
3. A. 12/28/82 Road North 52 degrees East 435 feet to a point
Contin ed 2/5 th at the southwest comer of other lands of Walter
12/22/97 D. Sunday and Gwendolyn D. Sunday, his wife,
1/10 th (Item 2 of Schedule F above); thence by the
centerline of Homers Road in an eastwardly
direction on a curve to the right having a radius
of275 feet an arc distance of 106.42 feet to a
point in the centerline of Homers Road; thence
still by the centerline of Homers Road South
88 degrees 13 minutes 10 seconds East
216.32 feet to a point in the centerline of
Homers Road; thence by said centerline South
88 degrees 13 minutes 10 seconds East 295
feet more or less to a point; thence South
9 degrees 15 minutes East 49.50 feet to the Owned as
point and place of Beginning, Tenants by
Being part of Tract No.1 and all of Tracts Entireties
Nos. 2 and 3 described in Deed Book 169
at Page 772 (See attached Deed). 350000.00 Not Taxable
Dwelling house rent for January, February
and March due decedent & spouse to date of death 582.26
4. A. 9/1/67 Joint Checking Account No. 2674041112 in Owned as
M&TBank Tenants by
Date of Death Value 47303.96 50% Entireties
Accrued Interest 0 Not Taxable
Carried Forward , 759886.22 $ Not Taxable
([f mere space is needed, insert additional streets of Ille same size)
~~-i.'~~.i1,j.-, ..
SCHEDULE F
JOINTlY.OWNED PROPERTY
COMMONWEALTH OF PENNS\ ,VANIA
INHERITANCE TAX RETURN Continued
RESIO DECEDENT
ESTATE OF FILE NUMBER
WalterD. Sunday 21-05-0302
If an a..et was made joint within on. ye... of tII. decadent's dale of death. ~ must be reporled on Schedule G.
SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEU€NT
A. Gwendolyn D. Sunday I Hoover Road, Carlisle. P A 17013 Spouse
6.
C. --,
JOINTLY -OWNEJ FROF:RTY:
ILE"~; I CATE I QESCRiPTICN 0' ?Rep.", I '.0' OA'c::':iFCE.':'ik
':~~_ FeR ':CINT MACE Indude name of finanC:a1 inslItuticn and :::anlr. ac;::::unt numoer or Slmliar :dentifylng numcer. Att.;c.i CA TE CF ::;E.~ 7H CE;:::rs V.ALUEJF
'._ .lE:=.:"\ TE.l.JANT JOINT deed forIOlnllv-he!d:-ealestate. VALUE CF ASS~ INTE.=i.eS. CE.::ECE....rs jNre.~ESi
Brought Forward 759886.22 Not Taxable
5. A. 9/1/67 Refund due from overpayment of2004 Payments from
Federal Income Tax. The payments of Joint Bank
Estimated Taxes were made from the Account
joint bank account listed as Item No.4
above. 314.96 50% Not Taxable
6. A. Over Household goods and furniture Owned as
1 year Valued at Appraisal 12168.00 50% Tenants by
priorl Entireties
death Not Taxable
Total 772369.18 $ Not Taxable
(If mere space is needed, insert aec1itional sheets of tile same size}
REV.15IQEJ\-(1-17) '*
SCHEDULE G
INTER.VIVOS TRANSFERS &
COMMONWEALTH OF PENNSYLVANIA MISC. NON.PROBATE PROPERTY
INHERlTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER 21-05-0302
Walter D. Sunday
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.
DESCRIPTION OF PROPERTY %OF
ITEM 10000UOl: TliE NAME OF"TliE TRANSFEREE. TH6R REtATl~IP TO DECEDENT NlO"TliE DATE OFTRANSFEt DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
ATTACH P-CQP'fOF THE DEED FQR REAl.ESTATE.
NUMBER VALUE OF ASSET INTEREST nFAPPUCABtE'
1 . IRA Account # 2094310-5 held by T.
Rowe Price Trust Co. Cust for the IRA
of Walter D. Sunday
876.401 shs - New Horizons @
29.24 25625.97 100% 0 $ 25625.97
Beneficiary: Gwendolyn D. Sunday,
Spouse
2. Surviving Spouse's Pension under the
U.S. Civil Service Retirement System
payable to Gwendolyn D. Sunday for
life
Federal Survivor Benefits:
$1832.00 per month
Birthdate of Survivor:
October 15, 1928
Present Value - See attached
computation 195576.34 100% 0 195576.34
Transfers Made Within One (1 ) Year
of Death
3. Darrell F. Sunday - Son - Cash
Christmas Gift 12/23/04 $2500.00 50% 3000.00 0
4. Douglas D. Sunday - Son - Cash
Christmas Gift 12/23/04 2500.00 50% 3000.00 0
5. Deborah 11.. Mills - Daughter - Cash 2500.00 50% 3000.00 0
Christmas Gift 12/23/04
TOTAL (Also enter on line 7, Recapitulation) $ 221202.31
(If more space is needed, insert additional sheets of the same size)
"""''''',,.,,'''''. SCHEDULE H
FUNERAL EXPENSES &
CDMMO~THOfPENNSYlVAN~
INHERriANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WalterD Sund'IY 21-05-0302
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES
1. Westminister Cemetary - Opening Grave $ 1045.00
Hoffman-Roth Funeral Home, Inc. - Funeral Expense 7090.05
Noss Wayne Flowers - Funeral Flowers 190.80
Sunnyside Restaurant - Funeral Dinner 420.93
Total Funeral Expenses 8746.78
3, AOMINISTRA TIVE COSTS 0
1, Personal RepresentatiVe's CommiSSions
Name at Personal Representati'Je {s}
Social Security Numter(s) / EiN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid'
2. Attorney Fees -- William L. Sunday 24000.00
3. Family Exemption; (If decedents address is not the same as claimanfs. attac~ explanation)
C:aimant
Street Address
City State lip
Relationship of Claimant to Decedent
4, Probate Fees 640.00
5. Accountant's Fees . 50.00
Greenawalt & Company, P.e. - Value AnnUIty
6, Tax Return ?reparers Fees
7, Register of Wills - (4) Short Certificates 16.00
8. Postmaster. Certificates of Mailing - Notice of Administration 5.08
9. Register of Wills - (4) Short Certificates 16.00
10. Cumberland Law Journal- Executrix's Notice 75.00
11. The Sentinel- Executrix's Notice 122.51
12. U.S. Postal Service - Certified and Registered Mail, Return Receipts
Requested to transfer stocks into Estate name 36.74
13. Roy D. Gottshaul, Auctioneer - Appraisal 75.00
Carried Forward $ 33783.11
(If more space is needed, Insert additional sheets of !he same Size)
RE\I-lflllEX-(l.971 '*
SCHEDULE H
FUNERAL EXPENSES &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Walter D. Sunday 21-05-0302
Debts 01 decedent must be reported on Schedule I. Continued
ITEM
NUMBER DESCRIPTION AMOUNT
Brought Forward $ 33783.11
14. S. W. Barrett Real Estate & Appraisal Service - Appraisal
for Form 706 1050.00
15. Register of Wills - Certify Wills 5.00
16. Register of Wills - Additional Probate Fee 50.00
17. Register of Wills - Filing Fees:
Inheritance Tax Return $15.00
Inventory 15.00 30.00
18. Dawn S. Sunday - Notary Fees 20.00
Reserved for filing account, recording releases, etc. 515.00
TOTAL (Also enter on line 9, Recapitulation) $ 35453.11
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'EV.''''''.''," *'
,~. ,-' SCHEDULEl
~....
-'. DEBTS OF DECEDENT,
COMMONWEALTH OF PENNSYLVANIA
INHE.RITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT OECEOENT
ESTATE OF FILE NUMBER
Walter D. Sunday 21-05-0302
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
Date Paid Payee
1. 3/24/05 PPL Electric utilities (2/1/05-3/3/05) $ 53.07
2. 3/31/05 ATT Universal Card (2/11/05-3/13/05) 3032.00
3. 4/5/05 Sprint (Monthly statement dated 3/13/05) 24.43
4. 4/4/05 PA Dept. of Revenue - (1/2 of $36.00) --
2004 PA Personal Income Tax 18.00
5. PPL Electric Utilities (3/4/05-4/3/05) 58.13
6. PA Dept. of Revenue - ( 1 /2 of $ 21 .91 )
2004 PA Personal Income Tax - Estimated
Tax Underpayment Penalty 10.95
TOTAL (Also enler on line 10, Recapitulation) S 3196.58
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"".""".,,.,". SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE HUMBER 21-05-0302
Walter D. Sunday
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Hat Ust Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 . Darrell F. Sunday Son $ 250000.00
142 Horner Road
Carlisle, PA 17013
2. Douglas D. Sunday Son $ 250000.00
5567 Spring Drive
Center Valley, PA 18034
3. Deborah A. Mills Daughter $ 250000.00
7712 Cross Creek Circle South
Breinigsville, PA 18031
4. Gwendolyn D. Sunday Spouse Non-Probate
1 Hoover Road Property
Carlisle, PA 17013 Sch G $221202.3
Residue of
Probate Estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 15 THROUGH 17, AS APPROFRIA TE, ON REV 1500 COVER SHET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN E~CTlON TO T M IS NOT BE!NG MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PARTll. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
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