Carl L. Bucki

2015Annual

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What was filed

  • 25

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Buffalo History Museum, formerly known as The Butfalo and Erie County Historical Society
  • Polish American-Jewish American Council of Western New York
  • Trust #
  • Polish Arts Club of Buffalo. luc

As filed

Deposits in accounts at Bank of America — Interest

Metropohtan Life Insurance Company Whole life insurance — Int/Div

Polish National Alliance: Whole Life Insurance — Int/Div

Polish Roman Catholic Union: Whole Life Insurance — Int/Div

Polish National Alliance: Whole Life — Int/Div

Prudential Whole Life — Int/Div

Prudential Financial common stock — Int/Div

CD at Bank of America — Interest

CD at Bank of America — Interest

Account at First Niagara Bank — Interest

Account at First Niagara Bank — Interest

Account at HSBC Bank USA. NA — Interest

Prudential Whole Life — Int/Div

Accounts at M&T Bank — Interest

Trust Account at Key Bank — Interest — Sold (part)

Real Property # 1, Amherst, New York — Reat

New York State 529 Plan - Conservative Growth Portfolio (x) — None — Open

New York State 529 Plan - Conservative Growth Portfolio (x) — None — Open

Accounts at M&T Bank (x) — Interest — Open

Accounts at Key Bank (x) — Interest — Open

Inherited IRA at Key Bank (x) — Interest — Open

Prudential Alliance deposit account (x) — Interest — Open

Metropolitan fixed rate annuity (xX) — Int/Div

Athene annuity (x) — Distribution — Closed

United States Life Insurance Co. annuity (x) — Distribution — Closed

Life Trustee, member of audit committee, Buffalo History Museum, formerly known as The Butfalo and Erie County Historical Society

Co-Chair, Polish American-Jewish American Council of Western New York

Co-Trustee, Trust #

Director, Polish Arts Club of Buffalo. luc

In part VIL line 15 references the sole asset of the trust that is identified on line 3 of part 1.

In part VII, line 19 refers to two accounts in the name of the undersigned. By itself, the older of these accounts does not satisfy the threshhold for reporting.

However, during 2015, a second account was opened at the same bank. The information in part D references the opening of this second account.

In part VIL, lines 23, 24 and 25 refer to annuities that were owned by the mother of the undersigned at the time of her death on March 10, 2015. Upon her death,

the undersigned acquired a one-third interest in each of these annuities. Thereafter, the undersigned redeemed his interest in the annuities identified on lines 24

and 25. With respect to lines 24 and 25, income in Column B(1) was calculated as the taxable amount of the total distribution, The gain reported in Column (D)

(4) was calculated as the increase in value from my mother's date of death to the date of redemption, The investment identified on line 23 is a fixed rate annuity,

In part VIL lines 17 and 18 refer to New York State 529 Plans. These plans allow only the selection of a general investment stategy, which in both instances is a

conservative growth portfolio. The plans do not otherwise allow the selection of assets within the plan,

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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