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Home My WebLink About08-18-0815056051047 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number INHERITANCE TAX RETURN PO BOX 280601 f ~ C7 /-) /~ - - Harrisburg, PA 17128-0601 RESIDENT DECEDENT i~ C O (...- c...~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth Decedents Last Name Suffix Decedent's First Name MI /~ ~/'~j~C~ r SC-~ % ff- L' (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI f~ J t C `l~r/ ~ >~ ~ ~ ~T / y Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~ - ~ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death O 4. Limited Estate ® 6. Decedent Died Testate (Attach Copy of Will) O 9. Litigation Proceeds Received O 4a. Future Interest Compromise (date of death after 12-12-82) O 7. Decedent Maintained a Living Trust (Attach Copy of Trust) O 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) prior to 12-13-82) O 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ~ A~~f v jn~s ~? 1~ ~ ~' ~y ~l 7 ~~ ~ z ~p 3 ~- Firm Name (If Applicable) REGISTER ~ WILLS U~ONLY -, First line of address ~"' ,f Second line of address _~ =.~ `- ~' CJ CJ City or Post Office State ZIP Code ~ DATE FILED (~'~ l 7 2_~ ~'" Correspondent's a-mail address: 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. Decl ion of er other than the personal representative is based on all information of which preparer has any knowledge. SIGNATU PERSON RE I F FILING RETURN DATE ~ FORM ONLY Side 1 15056051047 15056051047 J 15056052048 REV-1500 EX Decedent's Social Security Number ~ 7 Decedent's Name: ~~ ~G~ , ~ ~ U ~ 1 ~ ,.7 RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. ;; 2. Stocks and 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. 1 ~~ ~ }~ I . (~ ~„ 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 1-7) ................................. ... 8. ~ (~, (~, tJ~ ~ ~__ / 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. _ f ~ ~! 7r 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. ... 10. 11. Total Deductions (total Lines 9 & 10) ................................ ... 11. / T O Z 7 ~ 3 7 ! 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. ~ (~ ~1 ) ~~- ~~'~ l~ 13. Charitable and Governments! 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. ~~ '~,~,} ~U ~~~ (,~ ~~ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 _ r 15. • 16. Amount of Line 14 taxable at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable ai sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 • 18. 19. TAX DUE ....................................................... ..19. « 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C~ ~~ o v' ~f~~~ V ~~~ 15056052048 Side 2 15056052048 J REV-1500 EX Page 3 File Number Decedent's Complete Address: ~~ ~ ~O 6 -- Utl;tUtN I b NHI ~~.. G~ l C~IGZP~~~ STREETADDRES CITY STATE ~ ~ ZIP Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. lnterest/Penalty if applicable D. Interest E. Penalty Total InterestlPenalty (D + E) (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) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ~~ Make Check Payable fo: 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 wtro shall use the property transferred or its income : ..................................... ....... ^ ~~ c. retain a reversionary interest; or ................................................................................................................. ^ C~ 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? ....................................................................................................... ....... ^ C~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....... ....... ^ C~ 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 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. §9116 (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. §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 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 natura4 parent, an adoptive parent, or a stepparent of the child is zero (O) 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 four and one-half (4.5) 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 twelve (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-1508 FJ(+ (8.98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8c MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Seth E. Kennedy' 21-08-0023 9WasgD i.ooo (If more space is needed, insert additional sheets of the same size) REV-15t1 EX+(1406) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Seth E. Kennedv _ _ _ _ 21-08-0023 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: 1. DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Persona{ Representative(s)Sfia_nlev N 7. gQ~, Tr _ ~ Trena R. Zeger street Address 129 Zircon Dr Chambersburg PA 17201 89 Horsekiller Road, Shippensl~g, PA 17Z~57 City Year(s) Commission Paid: 2008 2. Attorney Fees R. Thomas Murphy 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 Glenda Farner Strasbaugh, Register of Wills Register of Wills, filing fee 5. Accountant's Fees 6. Tax Return Preparer's Fees 7• 1/8/08 Register of Wills, probate fees 8. Cumberland County Legal Journal, advertise notice 9. 2/1/08 The Sentinel, advertise notice 10. 8/7/08 WSEMS, transportation services 11. Shippensburg Health Care Services, nursing home care 7W46AG 1.000 TOTAL (Also enter on line 9, R (If more space is needed, insert additional sheets of the same size) 2,000.00 2,000.00 15.00 87.00 75.00 190.54 797.87 9,ti81.96 $ 14,847.37 lF~ '; ,.. ~._. LAST WILL AND TESTAMENT ~ ~~~ ~;` ~_~ I, Seth E. Kennedy, of 129 Zircon Drive, Chambersburg, Franklin County, Pennsylvania, declare this to be my Last Will and revoke any will previously made by me. I. I direct that my enforceable debts and the expenses of my last illness, funeral and burial shall be paid from my estate as soon as practicable after my death. II. By way of explanation, although I love my wife, Betty Jane Kennedy, very much, for reasons best known to myself, I have not included my wife in my Last Will and Testament. I do, however, acknowledge that my spouse may have a right to elect against my estate to a maximum of one third (1 /3) of the electable estate. In the event an elective share .is claimed, my Executor shall select the assets that shall fund the elective share to be distributed by my Executor to the electing spouse. III. I direct that the residue of my estate be divided into two (2) equal shares and I give to each of the following who survives me the number of shares set forth below: A. To Stanley N. Zeger, Jr., my grandson, one (1) share. B. To Trena R. Zeger, my grandson's wife, one (1) share. If either of the above-named beneficiaries fails to survive me, I direct that that beneficiary's share be given to my surviving beneficiary. If both of my beneficiaries fail to survive me, I direct that their shares shall descend to their surviving issue, per stirpes. I have purposely not provided for any inheritance going to my granddaughter, Stephanie Ryder, for reasons best known to myself. IV. All federal, state and other death taxes payable on the property forming my gross estate for those purposes, whether or not it passes under this Will, shall be paid out of the principle of my residuary estate just as if they were my debts, and none of those taxes shall be charged against an}~ beneficiary. V. I appoint as Co-Executors of this, my Last Will, Stanley N. Zeger, Jr., and Trena R. Zeger. I direct that no trustee, executor, guardian or other fiduciary named, nominated, or appointed in this Will shall be required to post any bond or give any security of any type for any purposes whatever. My personal representative(s) are hereby empowered to sell my real estate and personal property at public or private sale at such time and in such manner as my personal representative(s) may deem wise, and to make, execute, acknowledge and deliver good and sufficient deed or deeds therefor to the purchaser or purchasers thereof. IN WITNESS WHEREOF, I, Seth E. Kennedy, the above-named Testator, hav to this, my Last Will and Testament, set my hand and seal this -~Q 1~ day of 2005. Seth E. Kennedy SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Will, in the presence of us, who at his request, in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses in attestation thereof. ~,~~.[~-Pig Address~~/y7~~1C1~f Pi?f'1/?~--~ ~~/Z~~~~I''~ ~/~~~1 ~ [~ C ~ Imo, ~ . Address l (~ 3 ~~~ rr~ n e- /~y~ ~,, ~(~`~ n~~~r~, P ~~'~ ~ ~ Z6~ COMMONWEALTH OF PENNSYLVANIA :SS COUNTY OF FRANKLIN We, Seth E. Kennedy, ~%c~ ~ - sy~ r~~~ ,and ~~s~izEs,9 ,4 . ,E~< ~ 2- ,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 Testament and that he 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 witnesses and that to the best of their knowledge the Testator was at the time eighteen years of age or older, of sound mind and under no constraint or undue influence. Seth E. Kennedy Witness l Witness Subscribed, sworn to or affirmed, and acknowledged before me by the above-named Testator and by the witnesses whose na , es appear opposite on ~~-C~c~~~'u.ti 3-~', 2005. Notar~ Public COMMONWEALTFs C,F PENNSYLVANIA Notarial Seal Beverly L. Dosing, Notary public Waynesboro Born, Franklin County My Commission Expires Nov. 14, 2007 Member, Pennsylvania association Of Notaries 'E r r ~7C y/t, ~~ i ~ ~. O x H ~ x ~ ~ ~ o ~ ~a ~~z~ ~a~a~ a~o~o z~A~.~ w ~ o a wa~xw AE"'Wp~~ WC7~0~ -.aW~UQ L7 ~ U .~-~ U