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Home My WebLink About05-03-10 1 505605 1 0`8 REV-15 0 0 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue ` , - Bureau of Individual Taxes ,~, ~. County Code Year Po Box 28oso1 - ,~ INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 ~ RESIDENT DECEDENT :~1 10 File Number 0174 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 130-16-3547 02/08/2010 Decedent's Last Name Aufiero (If Applicable) Enter Surviving Spouse's Information Belaw Spouse's Last NamE; Aufiero Spouse's Social Security Number Date of Birth 07/24/1925 Suffix Decedent's First N~~me MI Eugene J Suffix Spouse's First Name MI Jaan p THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 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 Toast 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (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 Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Richard L. Placey,Esq. (7' 7) 236-9577 ~, Firm Name (If Applicable) ~:~ ~~~ ~ ~" _ , k~=GIS? EF~Ql1LLS U:iE~NLv -,-" Piacey & Wright ? f~~ ~°~ ~ .- ~~ r ~ (". _ "'~ First line of address '~i_r.l I - ,-,- GJ 3621 North Front Street ~ ` --, ,,~ < . - ~: -~~ c~ _ ~' Second line of address _. . :. _ _.~ ` t C. T '~ ' 'J ~; Q ~M City or Post Office - 'aATf= f ILL~D State ZIP ~~ode ~ 1'V Harrisburg PA 17'110-1533 Correspondent's e-mail address: pWIaW@eplX.net 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 pE:rsonal representative is bared on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE, FOR FILING RETURN DATE` _ _ _ ti__- - - - -- - - - ' ADDR S ~.' Joan D. Aufiero, c/o Placey & Wright, 3621 North Front Street, Harrisburg, PA 1 71 1 0-1 533 SIGNATURE OF f'RE ARER ER THAN R P ~JTATIVE DAT - - - ~ ..~'' 'r -- _ __ __ -- - ADDRESS - _ - __ _ Richt~rd L. P cev. PIar:PV R Wrifiht '~R~ ~ North F-rnr,t C+roo+ l-J-~rrinh~ ~r,ti r~ n -I -7~ ~ n ~ c77 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051.058 15056051058 15056052059 REV-1500 EX Decedent's Social Security Number Eugene J Aufiero Decedent's Name: 130-16-3547 RE CAPITULATION 1. Real estate (Schedule A). .......................................... . 1. 0.00 2. Stocks and Bond~~ (Schedule B) ...................................... . 2. 204,804.25 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 3. 0.00 4. Mortgages 8. Notes Receivable (Schedule D) ............................ . 4. 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... . 5. 1 ,845.00 6. Jointly Owned Property (Schedule F) Separate Billing Requested ...... . 6. 0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested....... . 7. 340,224.49 8. Total Gross Assets (total Lines 1-7) ............. ..................... . 8. 546,873.74 9. Funeral Expenses & Administrative Costs (Schedule I-i) ................. .. . 9. 0.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............... . 10. 0.00 11. Total Deductions (total Lines 9 & 10) .................................. . 11. 0.00 12. Net Value of Estate (Line 8 minus Line 11) ................ . ............ . 12. 546,873.74 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................... . 13. 545,028.74 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 1,845.00 TAX COMPUTATION -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_~ 1,845.00 15. 0.00 16. Amount of Line 14 taxable at lineal rate X .0 __ 0.00 16. 0.00 17. Amount of Line 14 taxable at sibling rate X .12 0.00 17 0.00 18. Amount of Line 14 taxable at collateral rate X .15 0.00 18 0.00 ?9. TAX DUE ......................................................... 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505E~052059 Side 2 1505E~052;059 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 10 0174 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1; 2. Credits/Payments 0.00 A. Spousal Poverty Credit _. -__ _ __ _ ______ - _. B. Prior Payments 0.00 C. Discount 0.00 - ----- -----------_ _ _ -___ Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable C).00 D. Interest E. Penalty - __- - - ---__ 0.00 Total InterestlPenalty (D + E) (3) 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) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 U.00 0.00 0.00 0.00 0.00 0.00 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 ......................................................................................................................... ^ f~ d. receive the promise for life of either payments, benefits or care? ..................................................................... ^ ~j 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent owr~ an "in trust for" or payable upon deal:h bank account or security at his or her death? .............. ^ 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 (~ 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. ~911(~ (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 ne" 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(x)(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(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 twelve (12) percent [72 P.S. §9116(x)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whethe~~ by blood or adoption. RED'-1503 EX+ (6-981 G:' ,~! '~` SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE: NUMBER EUGENE J. AUFIERO 21--10-0174 All property jointly-owned with right of survivorship must be disclosed on Schedule F. (It more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) G 4-r,~~ ;.~:. COMMONWEALTH OF PENNSI'LVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER EUGENE J. AUFIERO 21-10-0174 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must he disclosed on Schedule F. tit more space is needed, insert additional sheets of the same size) ~_i~~~ pennsylvania DEPARTMENT OF REVENUE ?NHERITAt`iCE TAk RETUF:N F.E~iDENT DKEDENT ESTATE OF EUGENE J. AUFIERO SCHEDULEG INTER-VIVOS TRANSFERS AND MISC.NON-PROBATE PROPERTY FILE NUMBER 21-'10-0174 This schedule must be completed and filed if the ansaver to any of questions 1 through 4 on page three of the REV-150(; is yes. TOTAL (Also enter on Line 7, Recapitulation; $ i 340,224.49 If more space is needed, use additional sheets of paper of the same size. RSV-i~'~.3 E~:- i0'.-10? `~~, i~~, pennsylvania SCHEDULE J DEPARTMEfJT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: EUGENE J. AUFIERO NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec, 9116 (a) (1.2).) 1~ I Joan D. Aufiero, 426 Blacklatch Lane, Camp Hill, PA 17011 RELATIONSHIP ~1-0 DECEDENT Do Not List 'trustee(s) Spouse ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET; AS APPROPRIATE 1,845.00 II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1 ~ Joan D. Aufiero, 4 26 Blacklatch Lane, Camp Hill, PA 17011 Schedule A, Items 1, 2 and 3 I 204,804.25 Schedule G, Items 1 and 2 340,224.49 6. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS; 1 F=ILE NUMBER: _ 21-10-0174 AMOUNT OR SHARE OF ESTATE TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 CO~~ER SHEET. L 545,028.74 If more space is needed, use additional sheets of paper of the same size. ~~--