The URL can be used to link to this page

Home My WebLink About07-25-14 J " 1505610143 REV-1500 EX(02-11) PA Department of Revenue Pennsylvania OFFICIAL USE ONLY County Code Year File Number Bureau of Individual Taxes �+*rnearar aEVeaae PO Box.280601 INHERITANCE TAX RETURN 21 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 14 0151 ENTER DECEDENT INFORMATION BELOW , 12 02 2013 04 20 1924 Decedent's Last Name Suffix Decedent's First Name MI JURECIC RUTH A (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name fv11 Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF MOLLS 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 ❑ qa Future Interest Compromise (sate of death aver 12-12-92) ❑ 5. Federal Estate Tax Return Required g Decedent Died Testate T Decede tMain1 metla Living Trust 0 (Attach Copy or wily ❑ (Attach HLspy ofarruat) 8. Total Number of Safe Deposit Boxes ❑ 9. Litigation Proceeds Received 1 D.5 ousel Paverry Cretlit Dale of Death ❑ b�lween 12-3191 and t<-1-95) ❑ 11.Election to tax under Sec.9113(A) (Attach Schedule 0) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number MARK A MATEYA 717 241 6500 h> REGISTEfCIpNILLS USE-ONL J:11 OD First Line of Address =6 Fn L; J r- 55 W CHURCH AVENUE tn Second Line of Address City or Post Office $ATE FILED („� IZIIJ State ZIP Code 1 CARLISLE PA 17013 Correspondent's e-mail address: mann mateyalaw.com 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 prepamr other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE P RS R ONSIBLE FOR FILING RETURN DATE G Ann Jurecic ADDRESS 235 Cher Hill Princeton NJ 08540 SIGN URE 0 PRE ARE OTHER AN REPRESENTATNE Mark A. Mateya ✓t DATE Z 5 (� ADDRESS 55 W. Church Avenue, Carlisle, PA Side 1 1505610143 1505610143 J 1505610243 REV-1500 EX 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)..... ....................... 2. 18 ,837 . 36 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&h1liscellaneous t or{-Probate Property 114, 229. 10 (Schedule G) a Separate Billing Requested............ 7. 8. Total Gross Assets(total Lines 1 through 7)........................................................ 6. 133, 066.46 9. Funeral Expenses and Administrative Costs(Schedule H)............................. 8 , 866. 75 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1)............................ 10, 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 8 , 866. 75 12. Net Value of Estate(Line 8 minus Line 11)... - 12. 124 , 199. 71 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. 124, 199 . 71 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.00 124 , 199. 71 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate X .045 0 . 00 16. 0 . 00 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 00 18. 0 . 00 19. TAX DUE................................................................................................................ 19. 0 . 00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. I._ Side 2 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21-14-0151 Decedent's Complete Address: DECEDENT'S NAME Jurecie, Ruth A STREETADDRESS --iii`i--�i—i—i--- 210 Big Spring Road CITY STATE ZIP Newviile PA 17241 Tax Payments and Credits: L Tax Due(Page 2,Line 19) (t} 0.00 2. Credits/Payments A. Prior Payments _ B. Discount 0A0 Total Credits(A +B) (2) 0.00 3. Interest (3) 4. If Line 2 is greater than Line 1+Line 3,enter the difference. This is the OVERPAYMENT. (4) 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. (5) 0,00 Make Check Pa able to: REGISTER OF WILL 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....... ........................................................._. x d. receive the promise for life of either payments,benefits or care?..__..............__.._....._..................--- x 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................. --......._......................................................................... ❑ 0 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?...._....._........._...._....._..__.._......................................... .._..............._.... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Pe' u.... %t_ , ..._. g, M 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 172 P.S.§9116(a)(1.1)(i)j. 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)J. 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 net value of transfers from a deceased child 21 years of age or youngerat death to orfor the use of a natural parent,an adoptive parent,ore 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 172 RS.§9116(a)(1)). • The tax rate im ed 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 P0.2,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. Rev-1503 EX.(6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA M RRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Jurecic, Ruth A 21-14-0151 All property jointly-ovmed vdth right of survivor ship must be disclosed on Schedule F. ITEM CUSP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 306 shares of E I Du Pone De Nemours and Company- 61.56 18,837.36 Common Stock-Computer Shares-Acct. No. C0001583107 TOTAL(Also enter on Line 2, Recapitulation) 18,837,36 (If more space is needed,additional pages of the Same size) Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule B(Rev.6-98) Rev-1609 FJN(01-10) Pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Jurecic, Ruth A 21-14-0151 e an asset was made joint within One year of the decedent's date of death,it must be reported on schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A. Anton Jurecic 15 Ridge Lane Spouse Newville, PA 17241 B. C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'$ DECEDENT'S INTEREST VALUE OF NUMBER FOR JOIN MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR VALUE OF ASSE INTEREST TENANT JOINT JOINTLY-HELD REAL ESTATE. 1 A 04/03/2006 ACNB Bank-Esteem Checking Account No. 57,532.98 50.000% 28,766.49 2230046-Jointly owned with spouse 2 A 04/03/2006 ACNB Bank-Certificate of Deposit-Account 35,365.84 50.000% 17,682.92 No. 168978 3 A 1110212007 ACNB Bank-Certificate of Deposit-Account 75,139.68 50.000% 37,569.84 No. 172692 4 A 374.706 shares of Exelon Corporation-Stock 10,083.34 50.000% 5,041.67 -Wells Fargo Shareowner Services Direct Purchase Plan Account-Account 3402776928 -374.706 shares Cusip #30161N101 5 A 11128/2006 Vanguard-Total Bond Market Index Fund 50.336.36 50.000% 25,168.18 Admiral Shares-Account No, 0584/09879899430-Jointly owned with spouse TOTAL(Also enter on Line 6, Recapitulation) 114,229.10 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev.01.10) REV-1515 Ex.(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND (NHERITANCE TAX RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Jurecic, Ruth A 21-14-0151 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 1,87300 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid 2. Attorney's Fees Mateya Law Firm 6,300.00 3, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4. Probate Fees 363.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7, Other Administrative Costs 330.25 See continuation schedule(s)attached TOTAL(Also enter on line 9, Recapitulation) 8,866.75 Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Jurecic, Ruth A 21-14-0151 ITEM NUMBER DESCRIPTION - AMOUNT Funeral Ex eta uses 1 Auer Cremation Services of PA-Cremation service 1,873.00 G H-A 1,873.00 Other Administrative Costs 2 Citizens Bank-Service fee on Account 2.00 3 Citizens Bank-Checkbooklcheck fee on Account 24.25 4 Cumberland County Register of Wills-Filing fee for Renunciation of Anton Jurecic 5.00 5 Cumberland Law Journal-Legal Advertisement for Estate 75.00 8 The Sentinel-Legal Advertisement of Estate 224.00 H-B7 330.25 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-96) REV-1613 EX.(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Jurecic,Ruth A 21-14-0151 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT s (Words) ($$$) 00 Npt s I TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sea 91 16 a L2 1 Anton Jurecic Husband 124,199.71 CIO Katherine R. Pasewark 176 Meadow Lane Mechanicsburg,PA 17055 Total 124,199.71 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10) C 0) ` Knot All attr &5tamatt OF RUTH JURECIC I, Ruth Jurecic, of the County of Lancaster and Commonwealth of Pennsylvania, being of sound mind and memory, do hereby declare this to be my Last Will and Testament, hereby revoking all. 'wills and codicils heretofore made by me. ARTICLE I I direct my personal representative to reimburse any individual for any bills paid on my behalf during my last illness. ARTICLE II I direct that I be given a private graveside service. ARTICLE III I devise and bequeath all my estate of every nature and wherever situate to my beloved spouse, Anton Jurecic. ARTICLE IV If my spouse predeceases me, I devise all the rest, residue and remainder of my estate of every .naLurc and wherever situate to the children of my marriage to Anton Jurecic, .including children born after the date of this will. If any child dies before I do, that child' s share shall go to the children of that deceased child. All of my children are living and they are: 1 ACa � . 1) Lisa F. Jurecic, born August 31, 1961. 2) Ann L. Jurecic, born September 28, 1962. 3) Katherine R. Jurecic, born December 18, 1965. If both a child and that child's child shall predecease me, the share normally passing to that grandchild by reason of his or her parent's death shall pass to that grandchild' s children. If said grandchild shall die without children, that grandchild's share shall pass to the other children of my deceased child. Should a child predecease me without issue, . that share shall pass to my surviving children in equal shares, per stirpes. ARTICLE V No fiduciary under this Will shall be required to give bond or other security for the faithful performance of the fiduciary's duties. ARTICLE VI I hereby nominate and appoint Anton Jurecic, personal representative of this, my Last Will and Testament. In the event that Anton Jurecic predeceases me, or is unable to serve, I hereby appoint my daughter,. Ann Jurecic, of 75 Donnell Street, Flemington, New Jersey, 48822, alternative personal representative, it is my preference that David R. Morrison Associates be retained as counsel for the estate. 2 IN WITNESS WHEREOF, I, Ruth Jurecic, have hereunto subscribed my name and affixed my seal this 10th day of April, 1992 . -� ��r •• S� (SEAL) RUTH JURECIC Signed, sealed, published and declared by Ruth Jurecic as and for that person's Last Will and Testament in the presence of us and each of us, who, at the request of Ruth Jurecic, and in the presence of Ruth Jurecic, and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. residing at: 3091 Old Harrisburg Pike Landisville, PA 17538 residing at: 9 Wolf Circle Ephrata, PA 17522 3