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HomeMy WebLinkAbout03-30-10 (2) J Social Security Number Date of Death 209208530 09212009 Decedent's Last Name BUZIUR (K APPliwble) Enbr 3urvivinp Spouse's Informatlon Below Spouse's Last Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ^ 1. Original Relum ^ 4. Limited Estate ® 6. D~,x DiW T~tlata (Atha, Cppy G YWl) ^ 9. Litipaeon Praoeeda Received Date of Birth 10231926 Suffix Decedent's First Name SLSANOR Suffix Spouse's First Name THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ® 2. Supplemental Retum ^ 4a. Fuhre Intsrpt CortpremN (ded of EYth aMr 12.12-e2) ® 7. (AD p aL~M MMntaYNO a Living Tnul Copy M Tnut) ^ 70. bsl 1231 if°~ ~•t~jrasam AARON C. JACKSON SSQ. Firm Name (M Applicable) JACKSON LAW FIRM First lirro of stidrass 4076 MARRST STRSST, SUITS 206 Second lino of address City or Post ORlee CAMP HILL Correspondent's e-mail address; R ~~ shies d peryut I dstlarst st I a ono o ste. 0 Aeration S TORE S SPO daLE IL ADDRESS 1823 Red Spruce Lane, Mech StCaNA 'REPARER R THAN REPRE: ADDRESS ~ 4076 Market Street, Suite 208, L 1505607120 Stab PA ZIP Code 17011 Daytime Telephone Number 7177613535 REGISTER OF WILLS USE ONLY MI V MI C7 o ~ C7 _ 0 ~:=? m ~ ? i .~ T~ r~ ~ .? ~ °rriR W © '~ ' c7 C7 ~ '.. ~ DAijg Ea -~ r . ° ;a -; D~ ~ ~' cn ` ~ W _...i inforrnatbn Of which or PA 17050 Buziuk Aaron C. Jackson Esq. Hill, PA 17011 lx9ltef, /a Side 1 1505607120 J REV-1500 1505607120 EX (OB-05) PA DePaRntent of Revenue OFFICIAL USE ONLY Buroau of Individual Taxes pew, coos vw Po Box.2tlaeot , INHERITANCE TAX RETURN F~ Fiamsburg, PA 17t2tS-0607 RESIDENT DECEDENT ~~ ~ g NT INFORMATION BELOW ^ 3. Remainder Retum (date of death pdorto 72-13-92) ^ 5, Federal Estate Taz Retum Requked 0 8. Totsl Number of Safe Deposit Boxes ^ 11. Ekcbon to tax under Sec. 9113(A) (Attach Soh. O) ~~ Y _J REV-1500 EX °iAOr"'•"~ BUZIUK, ELEANOR V RECAPITULATION 1505607220 1. Real Estate (Schedub A) .......................................................................................... 2. Stocks end Bonds (Schedub B) ............................................................................... 3. Closet' Hakf Corporation, Partnership or Sob-Proprietorship (Schedub C).......... 4. Mortgages b Notes Receivable (Schedub D) .......................................................... 5• Caah, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 6. Jointly Awned Property (Schedub F) ^ Separate Billing Requested ............. 7. Inter-Vrvos Transfers 3 Miscellaneous Non-Prpbate Propery (Schedule G) ^ Separate Billln R g equested ............. 8. Total Grose Assets (total Lines 1-7)......... .............................................................. 9. Funeral Expenses 8 Administrative Costs (Schedule H) ......................................... 10. Debts of Decedent, Mortgage Liabllitbs, S Lbns (Schedub I) ................................ 11. Total Deductions (total Lines 9 8 10) ...................................................................... 12. Net Valw of EstaW (Line 8 minus Line 11) ............................................................. 13. Charitabb and Governmental Bequesta/Sec 9113 Treats for which an ebction to tax has not been made (Sehedub J) ................................................. 1. 2. 3. 4. 5. 6. ~. a. 9. 10. 11. 12. 13. 14. Nat Value Subject to Tax (Line 12 minus Line 13) ............ .................................. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATE ... 14. S 15. Amount of Line 14 taxabb at the spousal tax rate, or transfers under Sec. 9116 (ext2) x .oo 16. Amount of Lina 14 taxebb 15. at lineal rate x .045 2, 5 0 2. 9 5 17. Amount of Line 14 taxebb 16. at sibling rate X .12 1 B. Amount of Line 14 taxabb 1 ~~ at collateral rate X .15 18. 19. Tax Due ..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L. Side 2 1505607220 Deeedent'a Social Security Number 209208530 2,517.95 2,517.95 15.00 15.00 2,502.95 2,502.95 112.63 1505607220 112.63 J REV-1500 EX page 3 Decedent's Complete Address: Flle Number Buziuk, Eleanor V 1545 Inverness Drive Mechanicsburg STATE zIP PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. credita/paymenta (1) 172.63 A. Spousal Poverty Crodit B. Prior Payments C. Discount 3. Interosf/Penallyrfspplicable Total Crodita (A + g + C) D. Interest (2) 0.00 E. PenaNy 4. If Line 2 is greater than Line 1 + Line 3, enter the differonce. This is the OVERPAYMEN~enalty (D + E) (3) 0.00 5. If Line 1 + Line 3 is groater tha~ ne 2, enteathe diLHler~en~oe~Th a i~te ~ DUE. (4) A. Enter tiro interost on the tax due. (5) 112.6 3 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (~) (5g) 112.63 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 tronsfer and: a. rotain the use or income of the Property tronsferrod :................ Yes No ........................ x b. rotain the right to designate who shall use the ro ~•~•••~~•~•~~•~•~•~•••~••~~••~~~~~""~" ' P Percy transferred or its income :.................................... c. rotain a roveraionary irnerest; or ............... x d. receive the promise for life of either ................................................................................................... Payments, benefits or taro? ................... x ........................ ................ 2. H death occurrod after December 12, 1982, did decedent transfer ro x receiving adequate consideration? .................. P Pe-tY wdhin one year of death without • id decadent own an "in trust for" or payable u •"""""' x 4. Did decadent own an Individual Retirement Aceoun d antnu lino other nton ~~ aro is or her death?......... contains a beneficiary designation7 ...................................... ~ P Percy which IF THE ANSWER TO ANY OF THE ABOVE pUEST10NS 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 1~5, the tax rate im surviving spouse is throe (3) perrbnt p2 P,S. §9116 (a) (1.1) (i)J. posed on the net value of transfers to or for the use of the For dates of death on or after January 1, 1995, the tax rete Imposed on the net value of transfero to or for the use of the surviving spouse is zero (0) PeroeM (72 P.S. §9116 (a) (1.1) (il)]. The statute does not exempt a transfer to a survivin souse from tax, and the atatuto for diadosuro of assets and filing a tax return are still applicable even if the surviving spouse is the ony beneficiary. ry requiroments For dates of death on or after Juy 1, 2000: The tax rate imposed on the net value of transfers from a deoeassd child lwen one natural paront, an adoptive paront, or a atepparont of the child is zero 0 b yearo of age or younger at death to or for the use of a The tax rate imposed on the net value of tronafera to or for the use of the deceden~s I nee beneTicrories is four and one-half 4.5 except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. ( )Percent, The tax rata 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)). A sibling is defined under Sedion 9102, as an individual who has at least one paront in common with the decedent, whether by bbod or adoption. COMMONYVEALTH OF PENNSnvANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Buziuk, Eleanor V TLe_ INTER-VIVOST RAN3FERS 8~ MISC. NON-PROBATE PROP1=ftrv FILE NUMBER ' "° °"'OVY1Q must t-e completed and filed If the answer to any of questions 1 through 4 on pa e 2 is es. ITEM DESCRIPTION OF PROPERTY g y NUMBER I^tlrtN ~ ~ry of nr trwhw~, ~ wp to e~cwrp DATE OF DEATH x OF god ~ aw o1 ~°' A~ a mPY or iM A..a Tor ml ylpe, VALUE OF ASSET DECD's EXCLUSION TAXABLE VALUE 1 David Lemer Assoc, Inc INTEREST (IF APPLICABLE) Eleanor V. Buziuk Trust 2,517.95 100% Money Market Account 2,517.95 TOTAL (Also enter on line 7, Recapitulation) 2,517.95 ~ ~~SCF~171 ~ F H OOMAIONWEALTN OF PENN6YLVANIA ~ Vl~r{F~~ INHERITANCE Tq% RETl1RN ~~ RESIDENT OECEOENT =J ~ H ~ r yr tsuzluk, Eleanor V IYUMliER Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 8• ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2• Attorney's Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Ciry State Zip Relationship of Claimant to Decedent - 4• Probate Fees 5. Accountant's Fees 6• Tax Return Preparer's Fees 7. Other Administrative Costs 1 Supplemental Inheritanc Tax Return Filing Fee 15.00 TOTAL (Also enter on line 9, Recapitulation) ~S nn