The URL can be used to link to this page

Home My WebLink About12-31-13 � 1505610140 REV-1500 EX (02-11)(FI) PA Department of Revenue Bureau of Individual Taxes INHERITANCE TAX RETURN Counry Code Year File Number Po aox 2aoso� 2 1 1 3 0 8 0 0 Harrisburq, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYv 2 0 2 4 8 0 6 7 7 0 7 0 6 2 0 1 3 0 2 2 2 1 9 5 6 DecedenYs Last Name Suffix DecedenYs First Name MI R E I N E R T K E N N E T H W (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 Q 1. Original Return � 2. Supplemental Return � 3. Remainder Return(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 12-12-82) � 6. Decedent Died Testate � 7. Decedent Maintained a Living Trust _ 8.Totai Number of Safe Deposit Boxes (Attach Copy of Wili) (Attach Copy of Trust.) � 9. Litigation Proceeds Received � 10. Spousal Poverty Credit(Date of Death � 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) Attach Schedule'.0) � CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALl CORRESPONDENCE AND CONFIDENTIAL TAXQI4F�uR 1ATION S�7'ULD BEtD CTED T0: Name Dayti�T�phone�ber� �' "�:� �-� f f> :"� D A V I D H S T 0 N E , E S Q U I R E 7 �7-'y � 7�4 �;� �r;3 5 r.._ "d• ��p'� �—� ;:-;,) 'C:_3 i ftEG'I�'_fE�jF�4F WILLS US��ONL� ' � � �, � ��' r I � `: -._,i �'� I First Line of Address I ; � " • �•, I � r,t 1—" _ s i 4 1 4 B R I D G E S T R E E T �i � �" �-, �,�-, �> � Second Line of Address I `''' -�' I City or Post Office State ZIP Code ' DATE FILED I N E W C U M B E RL A N D P A 1 7 0 7 0 - CorrespondenYs e-mail address: D$T O N E a�S T O N E L A W • N E T 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. SIGNATURE OF PERSON RESPONSI LE FOR FILING R TURN DATE 68.Z �� / /'2— Z�—j3 ADDRESS 116 M T � T NEW CUMBERLAND PA 17�70 SIGN URE OF P R T R THAN REPRESENTATIVE DATE ADD �� t 414 BRIDGE S�� REET NEW CUMBERLAND PA 17�70 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610140 1505610140 J ' � 15�561�240 REV-1500 EX(FI) DecedenYs Social Security Number oecede�esName: KENNETH W • REINERT RECAPITULATION 1. Reai Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �• ' 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2� ' 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. • 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. • 5. Cash, Bank Deposits and Miscelianeous Personal Property(Schedule E). . . . . . . 5. 8 4 5 6 . 6 3 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. • 7. Inter-Vivos Transfers&Miscellaneous N -Probate Property (Schedule G) � Separate Billing Requested . . . . . . . 7. • 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 8 4 5 6 . 6 3 9. Funerai Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9• 5 5 1 8 . 5 � 10. Debts of Decedent, Mortgage Liabilities, and Liens(Schedule I) . . . . . . . . . . . . . 10. 2 3 6 � . 5 4 ��. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 7 8 7 9 . � 4 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 5 7 7 . 5 9 13. Charitable and Governmentai Bequests/Sec 9113 Trusts for which an eiection to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13• • 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 5 7 7 . 5 9 TAX CALCULATION-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 . 0 � 15. 0 . 0 � 16. Amount of Line 14 taxable at�inea�rate x • 0 4 5 5 7 7 . 5 9 �6. 2 5 . 9 9 17. Amount of Line 14 taxable at sibling rate X.12 � . 0 � 17. � • � � 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 1 g. D . 0 0 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 2 5 • 9 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 � 150561,0240 1505610240 J REV•1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS 8� MISC. INHERITANCE TAX RETURN RESIDENTDECEDENT PERSONAL PROPERTY ESTATE OF: FIIE NUMBER: KENNETH W • REINERT 21 13 0800 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2002 Mitsubishi sold to Freysinger Pontiac 80� • 00 2 Car insurance refund 202 • 00 3 PNC Bank NA-Checking Acct #5004159994 7,351 • 63 4 Social security payment received 103 • 00 TOTAL(Also enter on Line 5,Recapitulation) $ 8 ,4 5 6 • 6 3 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(10-09) pennsylvania SCHEDULE H DEPARTMENTOF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENTDECEDENT ESTATE OF FILE NUMBER KENNETH W • REINERT 21 13 0800 DecedenYs debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: Parthemore Funeral Home-funeral expenses 800 . 00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address ��ty State ZIP Year(s)Commission Paid: 2 . AttomeyFees: DAVID H STONE, ESQUIRE 1,000 • 00 3. Family Exemption:(If decedenPs address is not the same as claimanYs,attach explanation.) 3,S�0 • 0� C�aimant MARTHA A REINERT StreetAddress 116 MARKET STREET �ity NEW CUMBERLAND state PA z�P 17070 Relationship of Claimant to Decedent M 0 T H E R 4 • ProbateFees: Cumberland County Register of Wills 88 • 50 5 , Accountant Fees: 6 • Tax Retum Preparer Fees: 7 • Register of Wills-filing Inh tax ret and Inventory 30 • 00 2 Reserve for closing expenses 100 • DO TOTAL(Also enter on Line 9, Recapitulation) $ 5,518 • 5� If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT� INHERITANCETAXRETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER KENNETH W • REINERT 21 13 0800 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 EMS-ambulance service 175 • �0 2 WS Emergency-services rendered 977 • 54 3 WS Emergency Medical-services rendered 1,058 • 00 4 East Pennsboro Ambulance Serv-services rendered 150 • 0� TOTAL(Also enter on Line 10,Recapitulation) $ 2 ,3 6 0 • 5 4 �f more space is needed, insert additionai sheets of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: KENNETH W • REINERT 21 13 0800 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).j 1 MARTHA A REINERT Lineal 577 • 59 11,6 MARKET STREET NEW CUMBERLAND PA 17070- 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 • B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1 • TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ if more space is needed,use additional sheets of paper of the same size. Aug. 12, 2013 10 . 52AM PNC Bank No, 17$4 P, 1i 1 -�;�,�� x��'�� August 12, 2013 David H Stane Esq. Stone �,afaver & Sheklets� 414 Bridge St POBoxE New Cumberland, PA 17070 RE: Kenneth Warren Reinert SSN: 202-48-Q677 DOD: 07-06-2013 Dear Mr. Stone: In respanse to �our request for Date of Death (DOD}balances for the customer noted above, our records show the following; C�ecking Aecount Account# 5004159994 Establ�shed: 04�30-2043 K�E��W,A.RR.EN REINERT DOD balance: $ 7,351.63 non interest bearing please note that this office provides date of death balances for de�osit accounts (7RAs, Cbs, Ckiecking and Sa�vings). We do not pmcess any�financial transactions or pro�ide statements. rf you need assistance with any of these items,�lease call 1-888-pNC-BANI�(1-885-762-2265)or stop by your local�NC Bazil.c branch office. Sincerely, National Financial Services Center PN'C Bank,N'.A. Ivlezz�ber FDIC This message is intended f'or the use of the tndividual ar entity to which ft is addressed and'may contain information that is privileged, confidential and exernpt fro�wc disclosure under applicable law. 1f t�e reader-nf this r,zessage is not rhe inte�cded recipient or rhe employee or agent responsible far delivering rhis message to t�e intended recipient,you ure hereby notified that any dissemination, distribution or�opying of this communications is strictly prohibited. If you have received this communication in error,please notify me immediately by reply or by teleph�ne at 800-762-1775 arid rmmediately destroy this faxed docurneni. Page 1 of 1 STONE LAFAVEI3 & SHEKLETSKI ATTORNEYS AT LAW 414 BRIDGE STREET DAVID H.STONE POST OFFICE BOX E OF COUNSEL GERALD J.SHEKLETSKI NEW CUMBExLAND.PA 17070 CHARLES H.STONE www stonelaw.net JON F.LwFqVER TELEPHONE(717)774-7435 December 27 , 2013 FACSIMILE (717)774-3869 Register of Wills Office Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3887 RE: Estate of Kenneth W. Reinert No. 21-13-0800 Greetings : Enclosed please find an original and one copy of the Inheritance Tax Return and Inventory for the above mentioned estate . Please clock in the copy of the Inventory and send it back to my of f ice along with any receipts in the enclosed stamp addressed envelope . Also, enclosed is check #1278 in the amount of $25 . 99 for inheritance tax due . Should you have any questions, please do not hesitate to contact my office . Very ruly yours, S FAVER & SHEKLETSKI � �� s .- � av ' H Stone � o `''�' � � � � � �� w -c� r"' -� DHS/tmb � � " c� � ��' ."'C) rY 1"`" t�l r.;; 6...� T` —r- f"a"I �,, _,..� ...m Enclosures �,. �� 4;,„ -�-- -. „ ;,� c�5 _ .� .._. .7 _:. , � , �; �"' c:_': :..�i c."> c:�� t-; _.' :�a C:�: . ,.:,, �; ;;Cy i--' _ ,�� __4 ......-, `..,� ..,.) U �� s, �.' O�) �� n � n � n n � � � o �' �- N• G (D tn � U� fi �S c+ `� I-' ct F-' fD m � m � tun � � ao � � ; r rocn r-n 3Na � � � � O � m070 � � �nG N- sc� m � o N�4 � F' „ �l � rf' I-' Z m � �' m op� �C m v W � � u, wN C� O D Xm �j � W G I-h .+ m -� 5C 00 Fi F-'• o ttr'1 ao tt C� o v`3i � O � � � m (D