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Home My WebLink About08-18-10--~ REV-1500 ~` (01-10' 1505610143 PA Department of Revenue ~'~ OFFICIAL USE ONLY pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE Po Box.2soso~ INHERITANCE TAX RETURN 2 1 1 0 0 2 6 1 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 205 26 2115 02 25 2010 07 02 1928 Decedent's Last Name BONIN (If Applicable) Enter Surviving Spouse's Information Below Suffix Decedent's First Name MARTHA Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ^ 1. Original Return ^ 4. Limited Estate ^ g Decedent Died Testate (Attach Copy of Will) ^ 9. Litigation Proceeds Received ® 2. Supplemental Return ^ 4a. Future Interest Compromise (date of death after 12-12-82) ^ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) ^ 1 D Spousal Poverty Credil (date of death between 12-31-91 and 1-1-95) MI G MI ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) (:OIitZESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number RICHARD J MARUSAK 570 455 3683 First line of address 101 WEST BROAD STREET S Second line of address City or Post Office State 21P Code HAZLETON PA 18201 Correspondent's a-mail address: REGISTER OF WI~S USE ONL~:~ t. -:~ ,T, _ ~, ~ c~ v e ~ -, `~ _.._. ~~ _ _ ti ~ -, _,-t _- ~~ _ . ;: DATE FiLE~'3- ~ r-~, a ~> t~ -~ i ' ~> :. _ - _-. -~ C_~ ;~ V~~MC~ Nc~~a~ue~ ui pequry, t aectare [nag t nave examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, corcect and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATl1RR C)F -F N Rcs onniaovarno ru ....n orT, ~~.~ Hilary J. Bonin 1037 West 17~treet Hazleto SIGNATURE OyP)<2EPARGR O AN REPRFCF 18201 J `~'~ ~,.` Richard J Marusak ~ ~ G ADDRESS 101 West Broad Street, Suite 205, Hazleton, PA 18201 Side 1 1505610143 1505610143 1505610243 REV-1500 EX Decedent's Name: B O N I N, MARTHA GLORIA Decedent's Social Security Number 2 0 5 2 6 2 1 1 5 RECAPITULATION 1. Real Estate (Schedule A) .................................................................................. ........ 1. 2. Stocks and Bonds (Schedule B) ....................................................................... ........ 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).. ........ 3. 4. Mortgages & Notes Receivable (Schedule D) .................................................. ........ 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ......... ....... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ...... ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ®Separate Billing Requested ...... ....... 7, 1 3 5, 0 0 7 7 5 g. Total Gross Assets (total Lines 1-7) ................................................................ ....... g, 1 3 5, 0 0 7 7 5 9. Funeral Expenses & Administrative Costs (Schedule H) .................................. ....... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ......................... ....... 10. 11. Total Deductions (total Lines 9 & 10) ......................................................... ...... ....... 11. 0 0 0 12. Net Value of Estate (Line 8 minus Line 11) .................................. .................... ....... 12. 1 3 5, 0 0 7 7 5 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. 1 3 5 , 0 0 7 7 5 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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable 0 0 7 . 7 5 at collateral rate X .15 1 3 5, 1 g. 19. Tax Due .................................................................................................................... . 19- 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 20,251.16 20,251.16 Side 2 1505610243 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 10 - 0261 DEC DENT'S NAME Bonin, Martha Gloria STREET ADDRESS 3541 March Drive CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest (1) 20,251.16 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Total Credits (A + B) Make Check Payable to: REGISTER OF WILLS, AGENT. (2) 0.00 (3) 0.00 (4) (5) 20,251.16 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 :.................................... ^ ^x c. retain a reversionary interest; or .................................................................................................................. ^ d. receive the promise for life 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? ........................................................ ^ ^ ............................................................... x 3. Did decedent own an "in trust for" or payable upon death 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? ...................................................................................................................... 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. __ _ --- - - _. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 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 reffurn 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 21 ears 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 0 percent [72 P.S. §9116 (a) (y.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 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 12 percent [72 P.S. §9116 (a) (1.3)1. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, w ether y blood or adoption. COMMONWEALTH OF PENNSYLVANIA SCHEDULE G INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS & RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF Bonin, Martha Gloria FILE NUMBER 21-10-0261 i nis schedule must be completed and filed if the answer to any of questions 1 through 4 on pace 2 is ves_ ITEM NUMBER DESCRIPTION OF PROPERTY InGude the name of the transferee, their relationship to decedent and the date of transfer. Attach a copy of the deed for real estate. DATE OF DEATH VALUE OF ASSET °~ OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Allstate Annuity -Account No. AC1085654A - 135 007 75 beneficiary: Hilary J. Bonin, nephew -gross amount o , . 135,007.75 Annuity = $137,207.75 less estimated 2010 Federal Income Tax of $2,200.00 -Net Distribution: TOTAL (Also enter on line 7, Recapitulation) 135,007.75 REV-1513 EX+ (11-08) SCHEDULE) COMMNHERITANCE TAX RETURNANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF Bonin, Martha Gloria NAME AND ADDRESS OF PERSONS RELATIONSHIP TO NUMBER RECEIVING PROPERTY () DECEDENT _. Do Not List Trustee(s) I, TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Hilary J. Bonin 1037 West 17th Street Hazleton, PA 18201 FILE NUMBER 21 - 10 - 0261 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) Nephew Enter dollar amounts for distributions shown above on lines 15 through 18 on 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 137,007.75 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 USTYNOSKI & MARUSAK, LLC LAW OFFICES 101 WEST BROAD STREET 205 HNB BUILDING HAZLETON, PENNSYLVANIA 18201-6394 (570) 455-3683 FAX (570) 455-8355 Richard J. Marusak Joseph D. Ustynoski Susan M. Semak-Martinelli Joseph J. Ustynoski (1921-2003) August 17, 2010 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 N C~"D v - ~', cz .., 7 .,..„~ -~- ', ` .1.7 CA - .~' J - -; c~~ 1, -,~ , ... r _ . --~ ~~ ~;, ~, ~ ~ , RE: Estate of Martha Gloria Bonin No.: 2110-0261 Supplemental Inheritance Taz Return -Hilary J. Bonin Dear Sir/Madam: Enclosed are two (2) original Supplemental Inheritance Tax Returns relative to the above- captioned Estate, for filing in your office. Also enclosed is a check in the amount of $20,251.16 from Mr. Bonin representing payment of the Inheritance Tax due, along with our film check in the amount of $15.00 to cover the filing fee for the Return. Please file the enclosed and time-stamp the extra copy, and return the copy to me, along with a receipt, in the enclosed, self-addressed stamped envelope. 'Thank you for your assistance. RJM:Imm Enclosures cc: Mr. Hilary J. Bonin 1037 West 17~' Street Hazleton, PA 18201 ~~~ 1'~~bIS~CIlG~~fi ~3~ ~~J '° ~ ~ , ~, He~, e.. -. "~ ~ ~ , t. ^~ . ~ UI ~ t ~ k - ~ j, ~ ~,~ ~ ~_-- ~ .~ ; ~ ~ o~~r ..~. .f c~ ,y'~t i R '~~~' ' .~ -, a J V N I LL ~ ~rL ~ 1 , C~ ~. - _ _ . u..,; :..s ws -;-~ _:_ U -, a g ._,I W N U Q a~QZ aaa ~ ~ F ~?3 Z~ ~~xW ~~a~' Nz V ~_ ~ ~ z ~ H x ~ ~ ~ ~ 3 w ~ 0 y U ~ ~, a M ... ~ o a~~ W _~.~~ I~ F~Q - ~i ~ V~ Mi Az [a~Qi ~ . ~ ~ a~ o = C C v1 Q]a -UU ~~ ~~~ bbd ~ v~~Nz =a.cU O~ ~ - ~ ~ ~ ~ N = V V O V H x O H