HomeMy WebLinkAbout07-16-12~
REV-1500 Ex`°'-'°' '"
PA Department of Revenue Pennsylvania
Bureau of Individual Taxes ~a.~nwrar oF,~aaur
Po Box.zeosot INHI
Harrisburg, PA 17128-0601 )7
1505610143
OFFICIAL USE ONLY
County Code Vear File Number
TAX RETURN 21 11 1246
)ECEDENT
Date of Birth
02 21 1923
Decedent's First Name MI
ROBERT E
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
10 23 2011
Decedent's Last Name Suffix
KENNY
(lf Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
KENNY
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
Spouse's First Name MI
SERENA p,
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
v 1. Original Re[urn ^ p. Supplemental Return `^ g Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ ~~ jtlaie or aeeih aNei2-02 8) ^ 5. Federal Estate Tax Relum Required
^ 8 Decatlent Uietl Testate
(Attatli Copy of Will) ^ ~ pecetleppl MainBlned a Living Trust
(Attach UOpyo IrusQ
8. TOtal Numbar Of Safe DepOSit Boxes
(- ~' g, Litigation Proceetls Received
^ tD Sppoousal POVer(~ Crew tlate or tleaM
between t2-31 97 end ~-1-95)
^
ax
) nder Sec g113(A)
1 t'(
Oh
O
Ada
Sch
CORRESPONDENT -THIS SECTION MUST eE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL 7AX INFORMATION SHOULD BE DIRECTED 70:
Name Daytime Telepho umber ^'
MICHAEL L BANGS 717 730 ^'>
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REGISTER OF ~-'~E ONkY
,
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First line of address n
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429 SOUTH 18TH STREET ~y~ N
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Second line of address R~ n C-y
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City or Post Office
CAMP HILL
Correspondent's a-mail address:
Under penalties of perjury, I deGare Mat I
it is true, correct and complete. Declaretir
ADDRESS
A.
Side 7
1505610143
State ZIP Code
PA 17011
DATE FILED
• examined this return, including accompanying schetlules and statements, antl to the best of my knowledge antl belief
preparer other than Me personal representative Is based on all information of which preparer has any knowledge.
1505610143
J 1505610243
REV-1500 EX
Decedent's Social Security Number
oa~aem's Name, Kenny, Robert E. _ 089 12 8087
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 8 Notes Receivable (Schedule D) ........................................................ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 38 , 941.37
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 0 . 0 0
7. Inter-Vivos Transfers & Miscellaneous !~{oq-Probate Property
(Schedule G) a Separate Billing Requested............ 7,
e. Total Gross Assets (total Lines 1-7) ..................................................................... 8. 38 , 941.37
9. Funeral Expenses & Administrative Costs (Schedule H) ..................................... .. 9. 16 , 807.83
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................ .. 10. 12 , 936.50
t 1. Total Deductions (total Lines 9 & 10) ................................................................. .. 1 t. 2 9 , 744.33
12. Net Value of Estate (Line 8 minus Line 11) ......................................................... . t2, 9 , 197.04
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. 9 , 197.0 4
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(t2)x.oo 9,197.04
ts.
0.00
16. Amount of Line 14 taxable
at lineal rate X .045 16. 0.00
17. Amount of Line 14 taxable
at sibling rate X .12 0. 0 0 17. 0. 0 0
18. Amount of line 14 taxable
at collateral rate X .15 0.00 18. 0 . 0 0
19. lax Due ................................................................................................................. . 19. 0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L 1505610243 1505610243 J
REV-1500 EX Page 3
Decedent's Complete Address:
FIIe Number 21-11-1246
DECEDENT'S NAME
Kenny, Robert E.
STREETADDRESS --~ ----- -
5208 Terrace Road
CITY STATE ZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. Ii Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
to: REGISTER OF
(4)
0.00
0.00
(5) O.~0
ENT.
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 inwme :.................................. ^ ^
c. retain a reversionary interest, oc .............................................................................................................. ^ ^
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 "in trust for" or payable upon death bank account or security at his or her death?....... r j ^
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 C: 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) (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 percent
[72 P.S. §9116 (a) (1. t) (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 ears 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) (y.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 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 cemmon with the decedent, whether by blood or adoption.
(1)
Total Credits (A + g) (2)
(3)
Rev-7608 E%~ (688)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE610ENr OELEOENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Kenny, Robert E. 21-11-1246
Include the pproceeds of liripetion and the data the proceeds were received by the estate.
All property Iointly-owned with the dpht M eurvlvonhip must bs disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 2000 Buick LeSabre Custom Automobile
4,000.00
2 2007 Chevrolet Suburban 2 WD automobile
17,000.00
3 2007 GMC Yukon XL 4WD automobile
17,000.00
4 Refund from Disney Credit Card
225.00
5 Refund from Reiman Publications
10.00
6 USAA Refund
2 78
7 USAA Senior Bonus Distribution
154.24
8 USAA Senior Bonus Distribution
549.35
TOTAL (Also enter on Line 5, Recapitulation) I 38,941.37
(If more space is nestled, adtlitional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
Rev-7508 E%~ IB-%)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TA%RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
bert E.
If an aeaet was matls
Int wlNln one year of the tleeetlent's tlete of
ADDRESS
5208 Terrace Road
Mechanicsburg, PA 17050
5210 Terrace Road
17050, PA
3509 Runkles Drive
Monrovia, MD 21770
FILE NUMBER
21-11-1246
on schetlule G.
SURVIVING JOINT TENANT(S) NAME
B. Lynn A. Fry
C. Robert W. Kenny
JOINTLY OWNED PROPERTY:
RELATIONSHIP TO DECEDENT
Spouse
Daughter
Son
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT INCLUDE NAME ODES NRAPTNON O ONAfJO~ BANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
JOINTLY-HELD REAL ESTATE.
DATE OF' DEATH
VALUE OF ASSE % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1 07/01/1964 PNC Bank, N.A. -Account 51-4003-3894; this 0.00 25
000°/a 0
00
account was opened by the decedent and his . .
wife in 1964 who owned the account as joint
tenants with the right of survivorship.
Decedent and his wife added their son Robert
W. Kenny and their daughter Lynn A. Fry on
the account on 4/16/1989 (signature card
attached). Nothing is taxable because one-
half of the account is owned by husband and
wife as tenants by the entireties and
Decedent's interest passed solely to his wife.
2 08/28/2008 PNC Bank, N.A. -Account No. 5006283649; 0.00 25.000% 0.00
this account was owned by the Decedent and
his wife as tenants by the entireties. The
Decedent and his wife added their son Robert
W. Kenny and daughter Lynn A. Fry in 2009.
Nothing is taxable since Decedent's interest
passed to his wife and its by the entireties.
TOTAL (Also enter on Line 6, Recapitulation)
(If more space is needed, additional pages or the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
0.00
Form PA-1500 Schedule F (Rev. 6-98)
REV-1151 EX~t10-06) SHE qx NENTgt~
COMM~~4NT DECEDENTRN CIA
SCHEDULE H
FUNERAL EXPENSES &
ESTATE OF ~ FILE NUMBER
Kenny. Robert E. .,. .
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached
B. I ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
9,475.77
Street Address
City State 2io _
Yearlsl Commission paid
2. Attorney's Fees Michael L. Bangs 3,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
claimant _Serena A. Kenny
Street Address 5208 Terrace Road
city Mechanicsburg state PA zio 17050
Relationshio of Claimant to Decedent SpOUSe
4. Probate Fees 110.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 222.06
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 18,807.83
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-7500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Kenny Robert E. 21-11-1246
ITEM
NUMBER DESCRIPTION AMOUNT
1 Funeral Ex en nses
Debbie White (Cantor for funerel)
75.00
2 Malpezzi Funeral Home 8,950.77
3 Monsignor King (Celebrant for funeral) 125.00
4 St. Elizabeth Ann Seton Church (funerel luncheon) 200.00
5 Stephen Stringer (organist at funerel) 125.00
Oth
Ad
i
i H-A 9,475.77
6 er
m
n
strative Gosh
Cumberland Law Journal -estate advertising
75.00
7 The Sentinel -estate advertisement 147.06
H-87 222.06
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule H (Rev. 6-98)
Rev-7512 E%~t12~0a)
SCHEDULE 1
DEBTS OF DECEDENT,
COMMONWEALTH OF PENNSYLVANIA MORTGAGE LIABILITIES, & LIENS
INHERiTANLE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ken
ICE NUMBER
21-11-1246
Report Eabta fneurrod by Na tlseedent priorto Eeath Nat remalnsd un0aitl at Ne asea ae H.ab i.~e,w:.........-~_....-_. __.~__~_..______
p. nlrne space Is neeoee, aaartlonat pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08)
REV-761]E%171-08)
SCHEDULE J
con+~EAl,7~q€~a~rhvANIA BENEFICIARIES
ESTATE OF
Kenny, Robert E.
FILE NUMBER
9A AA A9AC
I - - +v
NUMBER
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT
SHARE OF ESTATE
AMOUNT OF ESTATE
(yyords) ($$$)
I• TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116a 1.2
Lynn A. Fry Daughter one-quarter of
5210 Terrace Road remainder of
Mechanicsburg, PA 17050 estate
Robert W. Kenny Son one-quarter of
3509 Runkles Drive remainder of
Monrovia, MD 21770 estate
Serena A. Kenny Spouse First $30,000.00 9,197.04
5208 Terrace Road plus one-half of
Mechanicsburg, PA 17050 remainder of
estate
Total 9,797.04
Enter dollar amounts for distributions shown above on lines 1 5 throw h 18 on Rev 150 0 cover sheet as a r o riate.
II NON-TAXABLE DISTRIBUTIONS:
. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO '!AX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTA L OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright (c) 2009 form software only The Lackner Group, Inc. Forth PA-1500 Schedule J (Rev. 11-08)
•" ~~~ LY G ill'I•.
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April I I, 2012
Michael L Bangs
Attorney at Law
429 South 18m ST
Camp Full PA 1701 I
RE: Robert E Kenny
SSN: 089-I2-8087
DOD: 10/23; 2011
Dear Sir/Madam:
In rtsponse to your regtu~ for Date of Deatb. (DOD) balances for the ctrstomer noted above, our
ttcords show the following:
Checking Account
Account # 5140033894 Established: 0 7/0 1 11 964
ROBERT E KENNY
SERENA KENNY
R013ERT W KENNY
LYNIQ A FRY
DOD balance: 554,980.53 * 0.16 accrued imerest
Savings Acannt
Account # 5006283649 Established: O8~'28r2008
ROBERT E KENNY
SERBNA A KEI\NY
ROBERT W KENNY
LYNN A FRY
DOD balance: 557,388.66 + 3.97 accrued interest
Please note that this office provides dabs of death balances far deposit accounts {1R As, Cbs, Checking ~
Savings). We do tot pr+ocavv nay 5aaaeial transactipias or provide sta~t3. ~. you need assistance with
anY of terse toms, please call 1-888-PNC-BANTi; (1-588-762-2265) or stop Dy your local pNC Bank hr~ch
office.
Sinccre1y,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
Page I of 2
Tb6 n~sege is btJenddl jor the use ojNie i+eral or enBYy to wil~ich it Ls addressed and nwy
contains infornmtlo~r that is pr-vileged, coaJldaetial and ezen~jpthonr dfsclosnre m+Qtr applicable
law. Ijthe reader of Ciis neessage is not the b~endu[ reac~pient or the eMplgee agent
/espontsible jor dtbirrring this neGSSOpe to the hnlena~ad ar
dtssaortASetlon, distribution or ~Yok °"` d tk~ any
received th#s coPYi*3 °j~ ~t is strictlyProbtbitaC If yor have
tavAnt~xnieation in error, Please neh'fy me ~' ~ ~' or by telephone at
80D 762-1775 end lnanedately desp~oy this fwd ~~~
Page 2 of 2
Signature Card Image Page
Account #: 5340033894
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OWNER OF VEHICLE: Itr~~
VEHICLE IDENTIFICATION NO
YEAR/MAKE/MODEL: Oc'±
FAIR MARRL.~ y~gt,pg AS OF
COMMENTS : M
FREY3IN ~ ®®~
GER PONTIAC, GMC„ BUICK, MAZDA, HYUNDAI, INC.
6251 CARLISLE PIKE / MECFWNICSBURC;, PA 17050 • TEL. 717-766.8422
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L~J--`~_C~ s-~a~
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ABOVE INFORMATION PROVIDED BY:
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FREYSIWCFR
6251 CAR
OWNER OF VEHICLE
~06~~ E
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BUICK, IMAZDA, HYUNDAI, INC.
HANICSBURG, PA 17050 ~ TEL. 717-766.6422
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VEHICLE IDENTIFICATION N0.: I ~i K ~ k(6 3l ~-J ~ y ~ 1,.~
YEAR/MAKE/MODEL: O7 ~i1~C ~,~,,.~ ~`L ¢~, D
FAIR MARKET yALUIy AS OF
' $-- ~ 7~ -
COMMENTS : ~x ~ ~ ~ ~, .~ 5 7 7~
ABOVE INFORMATION PROVIDED BY:
~~~
[~®®~
FREY3INGER PONTIAC, GMC, BUICK, MAZDA, HYUNDAI, INC.
6251 CARLISLE PIKE / MECHANICSBURG, PA 17050 • TEL. 717.766-6422
7
OWNER OF VEHICLE: ~~~"'`~~ E Kam.,,,
VEHICLE IDENTIFICATION NO.: ~-3G~11 FC. /606-7 G 2~ z~Z~•
YEAR/MAKE /MODEL : C 7 ~NF' ~ -r, ~e ~ .S v 6 ~,- 4x- n 2 Cti'' ~
FAIR MARKET yALCJE AS OF
COMMENTS : _ M 1 ~t~ /~ Z~~
ABOVE INFORMATION PROVIDED BY: