HomeMy WebLinkAbout09-29-15 (5) .�y��sy��an�a 1505614105
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REV-1500 OFFlCI�L USE ONLY
BureauollndivitlualTaxes ��nryCoOe Year FileNumber
Po BOx 280601 INHERITANCE TAX RETURN ✓1 �! n
Narrisburg, rnviza-oeal RESIDENTDECEDENT 'L-� ��/ ��1��
ENTER DECEDENT INFORMATION BELOW
Social Security Numbe� �ate of Death MMO�VYYV �ate of Birth MMO�YYYY
ol - � s- zo�r GG - z3 - iS.??
Decedenfs Last Name SURx �ecedent's Firs�Name MI
2i.�.�s :M „�-i SR. 2�cM� �
(H Applicable)Ente�Surviving Spouse's Intormation Below
Spouse's Las�Name Suffx Spouse'S First Name MI
THIS RETURN MUST BE FILED IN DUPLICA7E WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� L Original ReWm O �� SuOPlemenGl ReWm O 3. Remaintler ReWm(tlale of dea�h
pnor l0 1 Y-0182)
p 4.AgncWWre Ewemption(Jate of � S PoNre Inte�es�Compromise(Oate ot � fi. Fetleral Eslale Tax ReWm Hequired
dea�M1 on or afler]-Y2012) 4eaN atler 12-02-82)
� 1.Decedenl Dietl Teslale p B. �ecedenl Mainlained a Living Tmst 9. Tolal Number of Safe Deposi�Boxes
(Atlaobcopyof lL) (Atlec�wpyofWst)
p 10.LillqaYon Proceetls Receivetl O »� Non-Pmbale Tansferee ReWrn O ��- DefenaVEleclion of Spousal Tms�s
(SCM1etlule F end O Asrets Only7
O 13.BusinessAsse�s O 14.Spouse is Sole Benefciary
(No imst imolvetl)
CORRESPONOENT- THIS SECTION MUST BE GOMPLEiED.ALL LORRESPON�ENCE AN�CONiIDENiIRL TA%MFORMATION SHOULD BE DIRECTEO T0:
Name DaNime TelepM1one Number
LJ ; 61i�}.�. L . IZv.�k � lic 7� 7 �37- iGv /
First Line af Atltlress
� � r�Ln,'� T ,�%.
Second Line of Atltlress
Clry or Post Office State ZIP Code
SN�i2�vY�/�,., 7'ru�..'�..i1 �il I70 //
Comespontlenfs email atltlreas: W 2UhILC L �.L�+-.i'd.Ti n!J(.. ��
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PLEASE USE ORIGINIIL FORM OMLY
Side 1
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J 1505614205
REV-1500 EX(Fl) OecetlenPs Social Secunry Number
oe�eae�rs Ham�: � I Clf R.'z�o �• R'•.,Es v�-.,TN 5•2.
RECAPITl1LATION
1. Real Estete(ScheOule A). ........ ...... . . . . . . . . .. . .................. . 1.
2. Stocks antl Bontls(Sfhedule B) ....... .... . ........................... 2.
3. Closely Heltl Corpo�a�ion.PartnersM1ip or Sole-Propne�orship(Schetlule C) ..... 3.
4. Mortgages and Nohs Receivable(Schedule D)........................... 4.
5. Cash, Bank Deposils anE Miscellanews Personal P�opeNy(SCM1etlule E)....... S � y 3 3 �j j, Z ��
/
fi. Jointly Owned Properry(SCM1etlule F) O Separate Billing ReQuestetl ... . . .. 6.
]. Inter-uvos Trensfers 8 Miscellaneous Non-ProOate Property
(Schedule G) O Separa�e Billing Reques[ea.. . . . . . . 1.
8. Total Gross Assels(lolal Lines 1 �hmu9n]L . . ....... . . . . . . . . . . . ........ B. � � 3 � ,3 D �. z y
9. Fune.ral Evpenses ana A�minisVa�ive Costs(Schedule H). . . . . . . . . . ....... .. 9. � � � J� 7 7
/
10. �ebis of Decetlent,Mortgage Liabilities and Liens(Schetlule I)... . ..... ... . . . 10. L, y yj/, Z. 1
11. Total Detluctions(total Lines 9 ane 10I.. . . . . .. .................. ....... 11. / // �9 ` , ��
12. Net Value at Es�a[e(Line 8 minus Line 11) . . . . . . . . .............. ..... . . 12. � 3 'J � U` . Z �
13. Chanlable and Govemmenlal Bequests�5ec.9113 Trusts fw w�ich
an election to tax has no�been matle(Schedule J) .............. . ..... . . . . 13.
14. Net Value Subjed lo Tax(Line 12 minus Line 13) ............. . .. .. . . . ... 14. � J �� y j/1� . Z �p
TAX CALCULATION-SEE INSTRULT�ONS FORAPPLICABLE RATES
15. Amount of Line 14�axable
at tM1e sWusal�ax rate,or
vansfe�s under Sec.911 F
(a)112)X .0_ 15.
16. Amoun[of Line 14 USable �� L
atlinealrateXofS � q� vov . �s. Z, �i�• ° O
1Z Amounf of 4�e 10 taxable � L/ o
at sibling rate X.12 .t i� � � Z� l � . Z(p 1�. �� (J (a �. V fj'
16. Amovnt of Line 14�axable
atmllateralate x 15 18-
19. TAXOUE .. ... . . .. .. .......... ......... ... . . . . . . . . 19. � � �I � � r U U
20. FILL IN THE OVAL IF VOU ARE RE�UESTING A REFUND OF FN OVERPAYMENT O
UnUer penallies of ve�ury.I tleGare I M1ave ezaminetl 1 � �eWm,Indutling accwnpanying s AeJules antl ffitements,antl to IM1e�est ot my knoW e0ge antl belie!
I�Is We, mecl antl complele. De ation ol pre0 o�� �an Ne person respmv�le�n filing��e relum Is basetl m all IMo�matlon N wM1irh preparer M1as
anYMnaM 9e.
SIGNRT RE OF ERS ft O l 0 ILI ETURN �ATE
�7 5 -L b '/S-
nooaess�L✓k�L vr � �' S/{�/l m/.l�.rr ,�. � 1"i� l70!/
SIGNATURE OF PREPARER OTHER THAN PERSON RESPONSIBLE PoR FlLING THE RETORN �ATE
A�DRE55
L iiiiiiuiiiiiiiiii�i��ii��i�i4ii�i�i�ii�iniiiiiiiiiii Side2
1505614205 J
REV-t500 E% �FI) Page 3 Flle Humber
DecedenPs Complete Address z( —!i— O n
oECEOErvrsr�arnE
2lcNAao � . �2� .�Fsw„1I s2.
STREETA�DRE55
cj i U U2ct�v1,/Lp R�,� . . . .
L O i 3 �i
CITV �� / n STATE�� ZI�UI
// //
Tax Payments and Credits:
� ra.o�e�Peeez,�mei9) (�) �7, �l //_ �8
2. Gretlil4Paymen�s
A.Pdor Payments
B.�iswunt
(Seeins�mclions) To�alCrediLs(A+B) (2) _ _
3. Interesl
(3)
4. If Line 2 is grealer than Line 1 �Line 3,en�er Ne diHerence. This is U�e OVERPAYMENT.
Fill in oval on Page 7,Line IO to r¢quest a refuntl. (4)
/ G�
5. I�Line 1 +Line 3 is grealer Ihan Line 2,enter�he difterence.This is�he TAX OUE. (5) � � � 1 . v
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING �UESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
7. �iddecedenlmakeatransterantl: �es No
a. re�ain Me use or income of�he pmperlY Vansferted_........ .........._. .._.... ............ ❑ �
b. re�ain Me nght 10 designate who shall use tl�e pmperly Vansfene0 or i4s income ..............................__.___. ❑ ❑'-
c. re�ainareversionarymleres� ...__.. ....... ..............._. __._. .......... ❑ �
d. receive Ihe pmmise for lde of eiMer paymenls,benefits a care� _._.... .._.._ _.... ❑ [�}"
2. If death occurted atter�ec.12,1982,tlitl decedent Vansfer properry wAhin one year of Aeath
withoW receiving adequate consitleratim? ............ ._............... ................................ ❑ �
3. Did decedent ovm an'in W st fof a payableupon-Oea�h bank accaunt ar secun�y a�his or her Oeafh?.............. U [�
4. �itl tlecedent own an inCivieual retirement account,annuily or olher nonymba�e pmperty,which
an�ainsabeneficiarydesigna0on� ._.._. _....... ._._ ........... ........_ n 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.
Por dates of death on or afler July 1,1994,and before Jan.t,1995,ihe lax ate impoud on the net value of Vans(ers lo or for the use of ihe surviving spouse
is 3 percent[/2 P.S§9118(a)(1.1�(i)J.
For dates of dea�h on or after Jan. 1, 1995, the tax rate imposed on �he net value of Vansfers to or for the use of Ne surviving spouse is 0 percent
[/2 P.S.§9116(a)(1.1)(ii�].The statute dces not exempt a transfer to a surviving spouse hom�ax,and ihe staWtay requiremen�s for disclosure of assets and
fling a tax retum are s611 applicahle even if ihe surviving spouse is ihe only 6enefdary
For dales of death on or after July 1,2000:
. The lax rete imposed on�he r�et value o(Vans(ers i�om a deceased child 21 years of age or younger al death to or(or lhe use of a namral parent an
adoptive parent or a step-parm�of Ihe child Is 0 percem[!2 P.S.§9116(a)(L2)I.
. The lax rdte imposed on Ihe net value of transfers to orfor Ihe use of ihe tlecedenYs lineal benefaanes is 4 5 percent,except as noted in[/2 P.S.§9116�a��1 p.
. The tax rate imposed on�he net value of transfers�o or for the use of ihe decedenfs siblings is 12 percent[72 PS.§9116(a)(1.3)].A siWing is defined,
under Sedion 9102,as an individual who has at least one parent in wmmon wi�h the decedent whether by blood or atloption.
RFV-ISOfl E%- ;02-19
� pennsylvania SCMEDULE E
`�� oeaaa�mervroraevenue GISH� BANK DEPOSITS $ MISC.
irvxEanaxcErnxaeruan pER50NALPROPERTY
aesmenr oeceoex.
ESTATE OF: FILE NUMBER:
121CNF�h +� . IZIN�Sv� �� SR. Z / — �r oa0.1 0
Intlutle[M1e pmceeds of IIOga[ion antl[he date Me proceees were receivea�y[he esta[e.
1111 popcety jdntlY�'���h rigM of survivarship must be AistloseA on Srhetlule F.
�M VALUE HT DATE
NUMBER DESCRIF�ION OF�EHTH
1. {'� EiYf� /JR,�+c - /.lccT. 7A�' cF t7✓cR-t71 �Atan[[ lOZ� 9J Z. 9 (
z I� Lnc, ir - mE,�ica-c �-.r���s�..�c �'iG4. `Y
3 r�E P��;r - PeaJe,,,.r� P�,.p�,�lj s��.,( ar Av� ��:, � , u c r. [5
�l, i)��ai� T - ��vi�ee re�n..A
z �, ���
� �E�cJ � r — Twl�Jfht�t 2r7s� � 71, S/
(� �GQ.��7 — S</zc� o.t /�l'LA��c� - 2u.y D�.zH //+-w,.:� 3�i, UUO. Uu
✓l�,. � d� H l n! �-/a 7 /��
TOTAL(Also enter on Line 5, RecapiNlationj $ / y 3, 3�3. LY
I/more space Is neeCed,use adeitional shee[s af paper o(the same slze.
REV-1511 Ex� (02�51
� pennsylvania SCHEDULE H
�7 �vnnmenroFxevexue FUNERAL EX�ENSES AND
�xneannxce.A.a�nH ADMINISTRATIVE CO5T5
aEs�xrcr oeceoercr
ESTATE OF FiLE NUMBER
R tcN A �2 D "�J, R wESv� f7N SY7 . 2 I — i r— vao S�Z
DecedmPs debts mu#be reported on&hedule I.
REM
NIIMBER �ESCRIFIION AMOUNT
A. FUNERAL E%PENSES: t �
'. myFAS 4ti✓tk �G G'vw.£t.ai F'�cmc —1� /LJ , Z �
e. ADMMISTRATIVE COSTS:
�, versanal 0.epresen[a[ive Commissions:
Name(s)of aersonal Representative�s) _ . _
Sheet Aatlress _._..
pry .. . .. State ZIP
Year(s)Commission Paid'.
z. nttomevFees�. E}wu26..r C S ��fiC��f .ES� Icf �. �a
3. Family ExemO�ion'. Qf decedenCs aAtlress is no[IM1e same as tlaimanPs,attach explanaGon.)
Claiman[ ... .
SheetAtltlress _
Ciry .. S[a[e ZIP_... .
RelatiansM1ip ol Clalman[[o Decetlent . . ._ .
a. probateFees. CV'"'�4��"�"��� � '��IU.�'a D�Je(a�.�.-� �� f'� Sa
5. AccounlantFees:
6. Tax ReNm Preparer Poes (-�-��� �l t'C{C � � � U
z RESenut� -ra c,,...ct� .4 ��c /�om���s� (ofl0, ao
�..��l�d,.:� G�� ✓acw�����
TOTAL(Also enter on tine 9, Recapitulation) j Sy�r' 7 7
If more s0are is neetleQ use additional sheets af paper of[he same size.
aEv-is�z ex.�iz-ae> �
�� pennsylvania SCHEDULE I
oEPAA*MEn*oFae�e�+�= DEBTSOFDECEDENT,
�^�Fa�T^�cF*^"a�T�a" MORTGA�E LIABIL2TIES � LIENS
R61DCM DfCEOENi
ESTATE OF FILE NUMBER
n �cH✓�ao T�, 2 �..�Es�-n ��l z �- , r-000s�
Report Cebts inaurretl by the EeceEent prior m Eeath that remained unpaid at the da[e of death,indudinq unreimbursed meEical expenses
ITEM VAWE AT GATE
NI1MBEft DESCRIPTION OF OEATH
� pn �
_ _ � ey . y�
�, P/1 wA-1YiL I Z Z- z4
3 L�r 2�rm z, luz. zY
Pf�p �� � 5�. �r
�� rn.Mc , 3 03 . s`Y
S , �S U/✓kw� L - OL.iFJL�
�� . �
� 1� 'JM tt/FiJG1dvLIc —/�ira� /1:��—
� g7 ti7
5 /k�RAi{ TYJ � nluiSi..�� l-F-umP .. (a✓. O�/
�j rnG�rw _ G�Na� c��'�� ,- Ca-+zn B � « S sZ b3
�i. �u� �rva-x- �3 �w� �e rv��N�, z �. uu
_ F/Nd� r3 � �� SZ
�o i� �nt,✓vkc I e 1��c.4,,�d �'j � o.
� � 2E�A�,u � �"��.t � 9J: o�
iL /k��2,✓c� FE[
TOTAL(Also enter on Line 10, RecapiNlation) $ ty y f'i � • Z. �
iF more spaa is needed,insert aaai[ional sheets of the same sixe.
arv-�s�a ex+ �ox-is7
� pennsylvania SCHEDULE J
�7 oEanArm�r+roFaEVEnue $ENEFICIARIES
IHNfPRFNCETM REiORN
PESI�RII�KE9EM
ESTATE OF: FILE NUMBER:
RtcHAa-� U , 2��✓Fsm � �� 52. z / -% f-ooaso
RElATIONSHiPTO DECEDENr AMOUNT OR SHARE
NUMBER NAME AND ADDRE55 Of PERSON(5)RECEMNG P0.0PERTV Do Not Urt Tvs[ee(a) OF ESiATE
[ TAXABLE DIStRI81f110N5�Indude w�righlsOW�l tlisMbutions and[ansfers under
Sec 9-1�16(a)(12).�
l. („� ! LLI Av✓� L. �t VW K L[ L[� /n�1ec.�— (.���/
y wA� N�r s ,— . N•�r
sN�2�mA.�rru�-.�, Pn �� u„
ud i5z - 3y- ss� y
z. Joa..� a R,,..K� o°�.
TN ���^l
� �,.�y Na� 5S• n
S1�12L��`���: rA 17d� i
Ssu- Zu3- 3C- � �`S yz. S %
3 . /LiCu,a-^�Y� 2� tias ,�.. , �., Jr. S��
ILf � 6w..�S �� P� i).s'r
m6cMra+��u bv�� �
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y. s7�✓r' /.'r.�r s rn e iN 4 z.� °G�
l(e h" 4 L!h"C S� �u
NE�`��7(e ,0a
SSa l9c � Y8 - ZG �y
ENTER WLIAR AMWN6 FOR�ISTRIBUTIONS SHOWN ABOVE ON LINE515 iNROIIGM IB OF REV�1500 COVER SHEEf,FS APPROPRIATE.
�1 NO&TA%A6tE�iS7RBlI1lON5
A. SPoUSIL�ISiRIBIRi0N5 UN�ER SEQION 9113 FOR WHICN AN ELECf10N TO TA%IS NOT TAKEN:
�.
/�/ir C
9. CHARRABIE hN�GOVERNMENTAL�ISiRIBU110N5'. N(M.0
1.
TOTAL OF PART 0 -ENTER IDTAL NON-TA%ABLE DISTRI6UilONS ON LINE 13 OF REV-1500 COVER SHEET. ;
If more spam is needed,use atlEitional sheets ot paper of Ne same size.
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LAST WILL �ND TESTAMENT - ; `�' _ '
�; - .,
OF
RICHARD D. RINESMITH, SR.
I , RICHARD D. RINESMI'PH, SR. of Camp Hill, CumbeYland
County, Pennsylvania, make, publish and declare this as and for
my Last Wi11 and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my Estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, in equal shares, to
my nephew, wILLIAM L. RUNKLE, III, provided that should he
� predecease me, then to his wife, JOAN RUNKLE.
SECOND: I am not making any provision in this, my
Last Wi11 and Testament, for my children, AZCHARD D. RINESMITH,
��. SR. and STEVEN R. RINESMITH, along with any of my grandchildren.
THIRD: In addition to all powers granted to them by
- law and by other provisions of this Will, I give the fiduciaries
. acting hereunder the followi�g powers, applicable to a11 proper-
ty, exercisable without court approval and effective until actual
distribation oP a71. property:
(A) To sell aL public or private sa1e, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
— conditions as are deemed proper. This includes the power to give
legally sufficient instruments Eor transfer of the property and
to receive the proceeds of any disposition of it .
(B) To partition, subdivide, or improve real estate
and to enter into sgreements concerning the partition, subdivi-
sioa, improvement, zoniag or managemer.t of real estate and to
impose or extinguish restrictions on real estate .
(C) To com�romise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized £or Pennsylvania fiduci-
aries, as are deemed proper, without regard co any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments .
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
li.mited to, personal income, gift and estate or inheritance tax
laws .
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) 'Po borrow money from themselves or others in order
to pay debts, taxes, or estate or trust admini.stration expenses,
to proLect or improve any property held under my will, and for
� investment purposes .
(I) To select a mode oE payment under any qualified
retirement plan (pen�ion plan, profit shasing plan, employee
. sCock ownership plan, or any other type of qualified plan) to the
extent the olan or the l.aw pe-�rmi.ts them to do so, and to exercis�
� any oY.her rights which they may have under Lhe plan, in whatever
. manner they consider advisable .
FOURTH: I direct that all inheritance, estate,
' transfer, succession and death taxes, oE any kind whatsoever,
which may be payable by reason of my death, whether or not with
� ' respect to property passing under this Wi11 , shall be paid out of
the principal of my residuary estate.
2
FIFTH: I noninate and appo_nt my nephew, WILLI�N L.
RUNKLE, IIt , Executor of this, my Last Will and Testament . Zn
the event of the death, resignation or inability to serve for any
reason whatsoever of the said WILLIAM L. RtINKLE, III, I nominate
and appoint my nephew' s wife, JOAN RUNKLE, Executrix of this, my
Last Will and Testament . I direct that my Executor or Executrix,
as the case may be, and their successors, shall not be required
to post security or a bond fox the performance of their duties in
any jurisdiction.
IN WITNESS WHEREOF, T have hereunto set my hand and
seal to this, my Last will and Testament, this _j�-=f�: day of
�`2.�{��:is<:L � 2013 .
� (SEALJ
RICHARD D.� RINESMITH, SR. ��
Signed, sealed, published and declared by the above-
named Testator as and for his Last Nlill and Testament in our
presenre, who, at his request, in his presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses .
�� ���v
Address
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Address
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