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Home My WebLink About03-02-0915056051058 RE-~/-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 21 2O ~ R 1147 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 214-50-1307 ' 10/05/2008 ' 02/05/1927 Decedent's Last Name Suffix Decedent's First Name MI KINGETER ' WILTRUD F (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number _ __. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Retum 2. Supplemental Retum >~a 3. Remainder Retum (date of death prior to 12-13-82) „„„„„, 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-62) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ,..~. 9. Litigation Proceeds Received :"~r 10. Spousal Poverty Credit (date of death C~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone~(umber _,. .___ ~ ,~.,! Lisa Marie Coyne, Esq. (717) 737-046 ~ ~ , ~ ~~~ i ~` ~ °r? Firm Name (If Applicable) __ _ _..___ R' EGISTERO 3~- ~ EO ~,, ~ - C ::~ .3 COYNE & COYNE, P.C. . ''~ ,~~ N = ~ j First line of address ~ ~'~7n -p ~ -, ~. a = _. _ _ ._..__ _. 3901 Market Street _._ CcJ CJ ~ ' N ~ - ~ ~' ~ ; ~ , r T-._ .__ ........... ........._..... .. ...__ __... .. __._. Second line of address _ _ ....... __....... _..... ............. ........._..... ........... ~~ _ _ __ ~~ ' ~~ > N City or Post Office DATE FILED State ZIP Code ----------------------- __.... _. -----_.___ _..._ Camp Hill ' PA ' 17011-4227 Correspondent's a-mail address: IISaI~COyneandCOyne.COm 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. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. TUB ~ RSt~N ESPON BLE FOR FILING RETURN ~/~A' /D~ (Jbhn J. Ki~eter 1423 English Dr., Mechanicsburg, PA 17055 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J 15056052059 REV-1500 EX Decedent's Social Security Number - .._ Decedent's Name: WILTRUD F KINGETER ' 214-50-1307 RECAPITULATION 1. Real estate (Schedule A) ........................................... .. 1. 2. Stocks and Bonds (Schedule B) ..................................... .. 2.' 3. Closely Held Corporation, Partnership or Sote-Proprietorship (Schedule C) ... .. 3. 4. Mortgages 8 Notes Receivable (Schedule D) ........................... .. 4. I 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. ! 7,734.57 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ..... .. 6. ' 45,850.26 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property _..,_..._._.,w... ___ (Schedule G) Separate Billing Requested...... .. 7. ', 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. ,,; 53,584.83 '' 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. ; 20,968.38 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. ; 1,045.00 11. Total Deductions (total Lines 9 ~ 10) ................................. .. 11. ' 22,013.38 !, 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. ', 31,571.45 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. 31,571.45 ~__._~ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ~_ _w__, 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 31,571.45 ' 15. ' 0.00 16. Amount of Line 14 taxable at lineal rate X .0 ' 16. 17. Amount of Line 14 taxable at sibling rate X .12 ' 17. 18. Amount of Line 14 taxable at collateral rate X .15 ', ' 18. 19. TAX DUE ......................................................... 19. ' 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 9 Side 2 15056052059 _1_. REV-1500 EX Page 3 ~ File Number _ ,_ _ Decedent's Complete Address: 21 200',1147 _ __ _ DECEDENTS NAME DECEDENT'S SOCIAL SECURITY NUMBER WILTRUD F KINGETER 214-50-1307 STREET ADDRESS 1423 English Drive CITY Mechanicsburg STATE ZIP PA ~ 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 0.00 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A+ B + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total InteresUPenalty (D + E) (3) 0.00 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 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 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 :......................................................................................... ^ 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 I'rfe 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? .............. ^ ^K 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 natural parent, an adoptive parent, or a stepparent of the child is zero (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 four and one-half (4.5) percent, except as noted in 72 P.S. §9116(L2) [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 [7c: 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, whetherby blood or adoption. SCHEDULE E ~ CASH, BANK DEPOSITS,p&~MISC: COMMONWEALTH OF PENNSYLVANIA - I PERSONAL P~OPERTI INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~ FILE NUMBER KINGETER, WILTRUD F. 21 - 2008 - 1147 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 YNC 7,735.00 Savings Account NO. XX3~~XX798 __ ___ _. __ __ __ _ ___ _ ___TOTAL (Also enter on tine 5, Recapitulation)" _ ~ __ _ 7,73500 U~c• 1. ZUOv 3:U/rM NNG ,~FryK 411`-(U5-1l4/ ~i~~ f.EdAIN6 THEtili3lY December 2, 2005 Lisa Marie Coyne Attorney at Law 3901 Market St Cafnp Hill, PA 17011 RE: Wiltrud F Kin~eter SSN: 214-50-1307 DOD: 10-05-2008 Deat,:3vls. Coyne: In response to your request for Dgtc of Death (DOD} balances for the customer noted above, our recoxds sJaow t11e fallowing. Certificate of Deposit Account # 31100333406 Est~.blished: 09-02-2008 JOHN J KINGETER WILTRUD F KINGETER DOD balance: ~ 20,112.58 + 15.17 accrued interest Interest paid 01-Qi-2008 thru 10-05-2008 $15635 YTD Checking Account Account # 5140082135 JOHN J KINGETER WILTRLTD F KINGETER DOD balance: $ 7,477.$2 + 1.0$ accrual interest Interestpaid Ol-O1-2~S tlnu 10-OS-2p08 $5.63 YTD Saviags Account Account # 5005134721 . JOHN J KINGETER WILTRUD F KINGETER DUD balance: $ 64,062.76 + 31.49 accn~ed interest InterestpaitlOl-O1-2008thru l0-05-2008 $1,943.9b YTD Established: 12-04-1984 Established: OS-21-2007 Dec, 2. 200$ 3:08PM PNC BANK 412-705-2141 Account# 513021798 WiLTRUD F KINGETER DOD balance: $ 7,734.37 + 4.20 accrued intexest Interest paid 41-O1-2008 thru 10-05-2008 $9A~ YTD IVo. 4~~ I r, 1 ~ i __. _ _ _ j Established- 01-02-1992 i , P] note that this office provides date of dead: balances for deposit accouats {IItAs, CDs, Checking aad i ease Saving). We do nat process aay financial transactions or provide statements. If you aced assistance with any of these items, please call 1-88$-FNC-BANK (1-888-752-2?65) or step by your local F~NC Bank hra~ch office. Siaccrcly, t National Financial Services Center PNC Bank, N.A. Nlembor FDIC , f _ _ __ Page Z-uf 2 SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY ~ INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER KINGETER, WILTRUD F. 21 - 2008 - 1147 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A John J. Kingeter 1423 English Drive Husband Mechanicsburg, PA 17055 JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER I~ FOR JOINT TENANT DATE MADE . JOINT i DESCRIPTION OF PROPERTY Include name of financial institution and bank account number or similar identifying number. Attach deed for jointly-held real estate. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTERES DATE OF DEATH VALUE of DECEDENT'S INTEREST 1 A 09/02/2008 PNC 20,127.75 10,063.88 1 Certificate of Deposit No. XXXX406 2 A 12/04/1984 PNC 7,478.90 3,739.45 Checking Account NO. XX~~~135 i 3 A 08/21/2007 ~ PNC fS4,093.85 32,046.93 I ~~ I i I I i i ~ i ' ~ ~ ~ i I I Savings Account No. XXXXXX721 j I i I TOTAL (Also--enter on line 6 Recapitulation) 45,850.26 SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSriVANIA ~~~w ~ wA~...~ INHERITANCE TAX RETURN I'~ ~ I, RESIDENT DECEDENT -. - ESTATE OF KINGETER, WILTRUD F. FILE NUMBER 21 - 2008 - 1147 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q. FUNERAL EXPENSES: 1. Malpezzi Funeral Home 10,690.00 i 2. I Rolling Green Cemetary 2,275.00 i 3. Headstone & Engraving ~ 2,000.00 4. Reception 275.00 5. Honorarium 100.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): ~ Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Coyne & Coyne, P.C. 3. ~ Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant John J. Kingeter Street Address 1423 English Drive ~ Ciry Mechanicsburg State PA Zip 17055 Relationship of Claimant to Decedent Husband 4. ': Probate Fees Register of Wills 5. ~ Accountant's Fees 6. ~I Tax Return Preparer's Fees I 7. ~, Other Administrative Costs 1 ~! Inheritance Tax Filing Fee 2 Postage Total of Continuation Schedule(s) 69.00 15.00 42.00 202.00 1,800.00 3,500.00 TOTAL (Also enter on line 9, Recapitulation) 20,968.38 _ i C. „~,S,c.,,l.de H COMMONWEALTH OF PENNSYLVANIA I r~ ~p INHERITANCE TAX RETURN i I~Y11C11S~1V@ ~~ C017hnUed RESIDENT DECEDENT ESTATE OF KINGETER, WILTRUD F. FILE NUMBER 21 - 2008 - 1147 3 !, Legal Advertisement-- Cumberland County Law Journal ~ 75.00 I 4 ~i Legal Advertisement-- Patriot News 127.00 Page 2 of Schedule H SCHEDULEI DEBTS OF DECED-ENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ~ ESTATE OF FILE NUMBER KINGETER, WILTRUD F. 21 - 2008 - 1147 Include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 EMS Sevices - 1,045.00 __ __ _.. ___ _.. _ - TOTAL-(Also enter on tine 10; Recapitulation] _ _ I ___ .._.1;045.00.. REV-1513 EX+ (9-0E) • r COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER KINGETER, WILTRUD F. ~ 21 - 2008 - 1147 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT Do Not ' OF ESTATE I. I TAXABLE DISTRIBUTIONS (include outright spousal distributions) ~ 1 ~ John J. Kingeter Husband First $30,000.00 and 1/2 of Residual 2 Kelly A. Bratz i i i i Daughter j ~ 1/2 of Residual I Enter dollar amounts for distributions shown above on lines 15 through 18, as appropri ate, on Rev 1500 cover shu t II. ANON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE II I I i I I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS __ _ _ __ i TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE~ f COYNE & COYNE, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW Henry F. Coyne Lisa Marie Coyne John W. Carter Office of Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 3901 Market Street Camp Hill, Pennsylvania 1 70 1 1-422 7 February 27, 2009 N 0 a ~. ;. ~ T '' ~ 1 ~-= n r* 7D r F~ ;_~ 1 t'?.`' ~.,~ ~ :, ~ ~~ N .... ..: ~ ~ ~ ~ Cs ~ _ v ~ Re: Estate of Wiltrud F. K:ingeter, Deceased No. 21-2008-1147 Dear Sir or Madam: Enclosed are an original and two copies of the Inheritance Tax Return for the above-referenced Estate. Kindly docket the original and return to this office one "clocked-in" copy with the enclosed envelope. Also enclosed is Estate check no. 106 in the amount of $15.00 which represents the filing fee for the Return. Kindly issue a receipt for payment of this fee. Thank you for your assistance. If you have any questions, please contact me. Very truly yours, COYNE &COYNE, P.C. L~ Marie Coyne ~+ LMC/cmc Encls. Cc: Mr. John J. Kingeter, Administrator (717) 737-0464 Facsimile (717) 737-5161 www. coyneandcoyne. com ;i ~ -I f~ .. ~,~.L ~' I F -~r-~ ~ ~~ ~'( ~! 1 ~,~ s _ r, ~4 ~~ , ~~ ~~ 1 1 '~ ' '~~ I ~ ~. q t'~ 1' kUly { ~t~ ~i ~ ~ '~ °~~=~ . C~.~~C.