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Home My WebLink About08-18-10 (3)(o,_,a) 1505610143 ~ REV-1500 ,; PA De artment of Revenue OFFICIAL USE ONLY p Pennsylvania County Code Year File Number Bureau of Individual Taxes DEPr1R7MENT OF REVENUE - Po Box.2aoso~ INHERITANCE TAX RETURN 2 1 1 0 0 2 6 1 Harrisburg, PA 17126-Oti01 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 Suffix Decedent's First Name MI BONIN MARTHA G (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 INAPPROPRIATE OVALS BELOW ^ 1. Original Retum ® 2. Supplemental Return ^ 3. Remainder Retum (date of death prior to 12-13-t32) ^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required (date of death after 12-12-62) 0 g Decedent Died Testate ~, Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes ^ (Attach Copy of Will) ^ (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 1 p, Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec. 9113(A) between 12-31-91 and i-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: 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 HAZLETON State ZIP Code PA 18201 REGISTER OF WI~S USE ONL'~~ i`.~ ~ c- ~? ^^-., ' ~- G 3 I ~~ r ~~ ~a - = ~~ ,C' 7-:-r ~ "? DATE F1LE~- rw.-r --~i r , t ~ -'7 1, i t ~.) -7 ;,: j ~=-t ~.. '~ ~ => :i Correspondent's a-mail address: Under penalties of pery'ury, 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. ' Hilary J. Bonin ~'( ~ '~ ~ ~ ~ 1037 West 17~treets Hazleton~A 18201 SIGNATURE O EPAR O N REPRESEN T E D TE Richard J Marusak '~ ~ ~ ADDRESS 101 West Broad Street, Suite 205, Hazleton, PA 18201 Side 1 1505610143 1505610143 J J REV-1500 EX 1505610243 oecedenrs Nama~ B O N I N, MARTHA G L O R I A RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 2. Stocks and Bonds (Schedule B) ............................................................................... 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ®Separate Billing Requested ............. 8. Total Gross Assets (total Lines 1-7) ....................................................................... 1. 2. 3. 4. 5. 6. Decedents Social Security Number 205 26 2115 7 135,007.75 8 135,007.75 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. 12• Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 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. 0.00 135,007.75 135, 007.75 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 1 3 5 0 0 7. 7 5 1 g , at collateral rate X .15 , 19. Tax Due ..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 20,251.16 20,251.16 1505610243 REV-1500 FJC Page 3 File Number 21 - 10 - 0261 Decedent's Complete Address: D NA E . 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 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. (1) 20,251.16 Total Credits (A + B) (2) 0.00 (3) 0.00 (4) (5) 20,251.16 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 transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................. x^ b. retain the right to designate who shall use the property transferred or its income :.................................... c. retain a reversionary interest: or .................................................................................................................. ^ ^ d. receive the promise for life of either payments, benefits or care? .............................................................. ^ ^x 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 fora or payable upon death bank account or security at his or her death?......... ^ ^x 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. ~~. .... ._ ~ _.:._.. .'`. ~- ~ .,~~, .,`~.,. .,~~`ta ~~~L"`~~te(+~`4.'..~~~~+~'.-~:.~7N~.<<~Y~ .~,''x,-~.;~ t. .. .ti. rss .~...~ k:.x v~.::i~~ :°TF ~~_ 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 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 0 percent [72 P.S. §9116 (a) (1.2)]. • 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)]. 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 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 Is yes. 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 - 135,007.75 135,007.75 beneficiary: Hilary J. Bonin, nephew -gross amount o 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) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Martha Gloria Bonin , 21 - 10 - 0261 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not Llst Trustee(s) I. TAXABLE DISTRIBUTIONS[include outright spousal f i d t ers ons, an rans distribut under Sec. 9116 (a) (1.2)j 1 Hilary J. Bonin Nephew 137,007.75 1037 West 17th Street Hazleton, PA 18201 Enter dollar amounts for distributions shown above on lines. l 5 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 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ 0.00 US'I'YNOSKI & MARUSAK, LLC raw or-~tcEs 101 WEST BROAD STREET 205 HNB BUII.,DING gAZLETON, PENNSYLVANIA 18201-6394 (570)455-3683 FAX (570) 455-8355 Richard J. Marusak Joseph D. Ustynoski Susan M. Sernak-1vlartinelli Joseph J. Ustynoski (1921-2003) August 1'7, 2010 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 ~ G _ ° =~~ ~~ s~ '- ~ C : '- ..-.. ~ _. r ~~?~l r ~ fY1 ~ t'm ~~ `~ _ :~ tv ~ :~ ~ . ~ ~.n ~i - tv ~ r RE: Estate of Martha Gloria Bonin No.: 2110-0Zb1 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. Very trui; J. MARUSAK 1tJNi:lrrun Enclosures cc: Mr. Hilary J. Bonin -1037 West 17~' Street Hazleton, PA 18201 '`- ----- -~ 3~dlsoda n! +~~~- °ci ~ Q ~' ~ M ~~ ~ e. o LL ~ - ~ ~ ~ a R a o xasodoau r a~ v ~- L N ~~..~~ t CJ Cr_~ `,~ 4_ !_41 _ ~~ N ~ ~ _~-: ~ ,. " J J _ - ~...' •.....l ~ ~ ~ {.~ /~, S...J /Vti 4~ ~ ~`~ oo ~~ ~ ~ _' c~ =-- U a s --~ ~ '° o Q ~W ~~~ ~ ~ x t~ A rAaa •• ^^ V/ °~F~z J `" ~ W ~~~,a oz U ° ~ ~ F-- z F x C~ w ~ 0 h ~ v ; a a y~ 0 ~U ~ ~ ~~~^~ -_ ~~ M ~~~~ Q -VV o0 r~ ~ N~ (/] Oo w ~ w~ U ~ ~ ~OV O H ~;~~ «~~~