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HomeMy WebLinkAbout81-00566 :=i .~ :> .0-:1 >< III ~ . >< Eo< ll< ~ . ll< " t-I Ii-< II: II: i (sl III ~ ~ Z Eo< III Eo< '.1Il . i:l ~ Q >< Q to ~ ~ () tD tj lil If.l ,.. ~ ~ - C\I 0 "" .! ... . ' ~ -1. .. LIJ c-O/ h.;!Jy -/ j '....'1 :-r ,. c, ~ .. ., ..., ., 1"-. '~: '). ,> ~2;) C), ~~,Il_~ C. "". I..;~ ljw 0:: v:. c., , t::) oe; ~'F '-'OJ Cl::;j ~"" ~ ju ~ u lltWH and purpoHl'H and subject to the terms nnd provisIons thereof, i.ncluding O-.'j }. ? , 1979, to hilve illld to hold, IN THUST, for the me on ,any ..d,ter.1tionn or amendmentH thereto, or any other Inter vivos trust which . milY hereafter be substi tuted therefor. l.T.E)1, },l.l.:.. 1 appoint CCNB Bill1k, N. A., of New Cumherland, Pennsylvania I I i I ! Gu,1l'dian of any property which passes, e!.ther under this wIll. or otherwise, . to a minor and with respect to which I am authorIzed to appoint iI Guardian '; and hilve not otherwise specifically done so, provided that this appointment of a GuardIan shall not apply to property distrlbutab1e to a minor for whom I . have otherwise made spedal provIsions and further provIded that this appointmen~ I , I of a GuardIan shall. not supersede the right of any fiduciary in its dIscretIon i I I to dIstrihute a share where possihle to the minor or to another for the minor's I i henefit. Such Guardian shall. have the power to use principal as we.ll as I I income from time to time for the minor's support and education (including J I : college education, both graduat" and undergraduate) wi.thout regard to his or I i her parent's nbility to provide for such support and education, or to make I ! payment for these purposes without further responsibility to the minor or to the minor's parent or to any person taking care of the minor. IJ,E,M..lY> : All federnl, stnte and other death taxes, payable becal',;e of my death w!.th respect to the property forming my gross estate for tax purposes, wh"th"r or not passing undl'l' this wi!], including any interest or penalty impoH~d in conn~rtJon witll Huell tax, Hila]] be considered a part of tIll' expense of the "dminlstratlon of my estilte and sh.~l1 he paid from my residuary estate without apportl0l1m,>nt or right of reimbursement provided that any t;:u(,es on tlw inter vivos unfunded revocabh' lifl' :Jnsuranc(l trust created by m" on (i/7 l. 1 . ]979, may be paiD from tlw ilS5Pts of that trust as pn)\dded tlll'rein. STONE, SAlKIl . STaWAIlT At1;OrfteW's.t..... 1100_- ... CUmMl1...... Pa. UO'" lLE.M...J1.:. My Executor, Trustee ~nd Guardian shall have the follovlOJ Page 2 of 5 pages 51~1 '1 i '1 powers in additIon to thos" v"Sl;ed in them by law or by other provIsions of my will. applicable to all property. whet!",r princIpal or income, including property held for minors, exercisable without court approval, and effectIve untl.l actuai distribution of all property: A. To retaIn any or all of the assets of my estate, real or personal,lncludlng stock of my corporatc fIduciary. or of l.ts parent holdIng company, without regard to any prl.ndple of diversification. B. To Invest In all forms of property, including otocks, conunon trust funds and mortgage investment fuuds whether operated by my corporate fiduciary or others, without restriction to investments authorized for Pennsylvania fiduciaries, as thcy deem proper, without regard to any principle of diversJ[Ication. C. To sell at public or private sale, to exchange or to lease for any period of time, for such prices and upon such terms and conditions as they deem proper. D. To allocate receipts and expenses to prIncipal or income or partly to ench as they' from ti.me to time think proper. E. To borrow from, or sell. to, the Trustee under my Inter vivos trust mentioned above, even though such Trustee may be my Executor. 1'. To join "ith my wife, DOROTHY B. SNYDER, or her personnl representative In flllng a joint income tax return loll thout requiring her or her estate to Indemnify my estate against 1 labll ity for the tax attrl.butable to her Income and to consent to any gifts made by my wife during my llfetime being treated as having been made one-half by me for purposes of federal gift tax law. slster-in-Inw .JOAN ,\. ,}l1TH and EARL \" SMIT\!. her husband, or the survivor .I:rE!'I,Y}.: If my wife, DOROTHY ll. SNYDER, predecease's me, I appoint my of them, guardians of the persons of my mi nor C'!Ji I. dren. .1.'J:.E.!'I__v,I.J.: I. appoint my wife, DOROTH\' n. S1\'YDER, Exe'cutrlx of this my STO"&' SAlS" . STllWAIlT ","otTIertat U- U08t111otS- Page 3 of 5 pages H_Cu~.Pa. 170'0 515 STONL sAle.. ".nw""T Att')fft.~..t uw JlOlktO...... N"~,.... , Iro7ll II COUNTY 0 I' CmlBERLANll Ii il :) i; ., Ii I, GARY D. SNYDER, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that 1 signed and executed this instrument as my j,' i' Ii last will; tho1t 1 signed it willingly and that 1 signed it as my free and .I II III I Ii ,I )1 voluntary act for the purposes therein contained. , i: ii I. II the tes tator, I; !i ,lJ:-v:11\~-~~-- -L- GARY \' SNYDER') or affirmed to and acknowledged before me by GARY D. SNYDER, this ._.ot~ day of .~, 1979. ....~J'l..O..M.UA... Sworn to " " ! ~ i: Ii " !I COMMONWEALTH OF PENNSYLVANIA " " I'; .' Ii !j Ii ,I Ii i! Ii 'I .. Ii f~.~"~~J~ .', t,;~n \ lol~~' 'flU:, ~ r~,il~f 7' ~. 191'2 [;J':JI,^,'~~,~ (".'"'V '. (' ,.',,1 ",,' r....n~lIl,,"r. r:. COUNTY OF CUMBERLAND ss. witnesses ~~..t'\\ 1..C'1. "'\- n. ':"1"In~ '1\ We, ,--l"\~u...~__u.')_'~~b\. and '\~'\"'~"'l~~ whose names are signed to the attached or foregoing instrument, I I I I I I I I ! being duly qualifJed according to law, depose and say that we were present II and saw testator sign and execute the instrument as his last will; that I: !: testator signed willingly and that he executed it as his free .1nd voluntary ,. ., act for the purposes therein expressed; tho1t each of us in the hearing and , " , sight of the t('st.1tor signed the wi] 1 o1S wi tnesses; that to the best of our knowh'dge, the testator was o1t that time eighteen or mort' years of .1ge, of sound mind and uncll1r no constraint or lmdull influence. d<.<LL<-1 /lZ/4l~L-, . .~ . . .. , . , . , ... '-.'.._h_..__ ___.. -..,4t~~,(~... Sworn to or o1ffirmed to o1nd a,'knowledged before me bY'W~~_ J...~-~S;\:~t.).'" "lid Q~'1'~l~/Witn"sses, this .:.~, day of Ii August. 19]9. -\ 517 "S-' of, ~,:,;:':~~" t, "., ~..."","" :... J~e2 , fi,}- I~...t f'JIUl'!'f H Z t ~ 0 -: ~ H ~ . c 0 ,. t1l ;: ~ ~ ~ '" '" < w .. H '" . . w tIl 0 ~ ~ '" . ~ '" l';: oil " ~ ~ " ~ 0 . ~ u ~ t1l p: J ~ w :i ~ < > " -' 0 101 . w C ~ -' '" .., 0 z ii: w .... < ;; ~ m m :>: ;;; tIl " 0 ~ ~ ~ 0 ~ 0 H <: ~ . . M t1l '-' . , <: < ,...l 0 .. ~ tIl . OATil m' SlJIISCRIDING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND f s day of A,D,.I9 .... befor e. Regi.~ter for the Probate of Wills and granting lelters of Administration in and for said County of Cumbe~ in lhe Comm wealth of Pennsylvania, personally came the subscribing witnesses to t oregoing instrument of writihg purporting to be thl last Will a Testament of late of ~ ~ " Dated County Pa" deceased who being duly according to law, depose and say, that present. and saw and heard the testa sign, seal, publish. pronounce and declare the said instrument of writing as and for h was of sound and disposing mind emory and underslanding, to the bcst of 1Cf, and subscribed before L Register AFFIDA VIT OF DEA TII COMMONWEALTH OF PENNSYLVANIA t ss: COUNTY OF CUMBERLAND \ DOROTHY B. SNYllEIl being duly sworn --5ays that as nearly as can be ascertaine~ the said decedent Gary D. Snyder died on Mondav the 15th day of.. June at or about '} .' I/i" o'clock, ~, ~,.tnrn and subscribed this 17th day of_Sept f'rnl"PT A,D..19...BL. ".~" ~ ~LLI~ 'J" <""C4~J ~ Register 518 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland. personally came DOROTHY B. SNYDER who. being duly sworn I do es depose and say that as Exectltr'fx of the last Will and Testamr.nt of Gary D. Snyde r deceased she will well and truly administer the goods and chattels. rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer I heritances, Sworn and subscribed before me, j .-1-- ') ~'l' I Sertember 17. A,O,. 19~ //:/'/ ;;-1 ~), ( ,///)-t-<-'~-cIL, /' II TIIY'. SNY 'R , ':'! 0-, .. "'" .. ,. ~:, , - c"';l" - ....t Il..l~. . ~, ::~b CJ '". 0::l/1 Oei C/O ..:~:e:' <.>"" l~~~ ~Q; ~ ::u :::c u :..; ~ :~ ;01 Ol ;~ ~f :Ql iQ \0: co; u.. ~ 0 N M' M, .II: M' ~ Ill: j '0; Ill; ~ >> .0: 1::: - U: e: tI), - Ill; - ,~ +I: ~ .jJ: ~ .: QJi c: i:li i:: M: Ill: ,~ tI)\ ~ ~ ....: M: 01 Lni oj; 'E ell 0 " ~ ~ 'i ~ - i:: If '. 01 r.. ~ \DO :;j \D' L'",) ui I: M: 0;): T"4 I: M: eX). (\Ii I ; 0 ,..., Z C\lj $ 0 ,g <Il Z c.l DECREE Be it remembered that on the 17th_day of September ,A,D"I~, there was probated and ra-orded the last Will and Testament of Garv D. Snyder late of Hampden Township , Cumberland County. Pennsylvania, Dorothy B. Snyde~ Deceased, letters Testamentary were granted to Witness my hand and official seal tbe day and )'ear aforesaid, 519 /1 .~ :q77 E. ~ RegISter REV.'BOO EX' 19,e1) / / ~ .3 / e:2- - BUnEI\U OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P.O, BOX B327 HARRISBURG. PA 17105 = DECEASED CHECK APPRO, PRIATE INHERITANCE TAX RETURN RESIDENT DECEDENT File Number 21-81-566 Decedent', Name (Last, Filst, and Middle Initiell Sn der Gar D. Social Security Number 161-34-0548 Date of Deeth 6/15/81 Decedent's Address 6327 Forrest Drive Mechanicsburg, Pa. 17055 1. Original Return GJ 2, Supplemental Return 0 3, Remeinder Return 0 4, Lite Estate 0 CORRE. SPONOENT Neme Richard W. Stewart Telephone No, (717) 774-7435 Es uire Recapitulation I, 2, 3, 4, 5, 6, 7, S, 9, Real Estate (Schedule AI Stocks and Sands (Schedule B) Cleselv Held Stock/Partnership Interest (Schedule C) Mortgages and NoteslSchedule D) Cash & Misceilaneous Personal Property (Schedule EI Jointly Owned Property (Schedule FI Transfers (Schedule G) Total Gross Assets hotal lines 1-7) Funeral Expenses Administrative Costs/Miscellaneoul Expenses (Schedule HI Debts/Mortgages/Liens (Schedule II Total Deductions (total lines 9 & 10) Net Value of ES1ateliine B minus line 111 Charitable Bequests (Schedule JI Net Value subject to tax liine 12 minus line 131 5, Federal Estate Tax 0 Return Required, 6, Decedent died testate II 7, Decedent meinteined e living 0 S, Number at lefe deposit 0 IAttech copy at Willi UU trust (Attach copy of trust! boxes inventoried All correspendence and confidential tax intormation should be directed to: Computation of Tax 15, Amount of line 14 taxebl..t 6% rate (151 0 (include values from Schedule KI 16, Amount at line 14 taxableat 15% rete (16) 0 (include values tram Schedule Kl 17, Principel tax due (add tax 'rom line 15 plus tax from line 161 IS, Total Prior pavmen,,: (al Amount Paid (b) Plus 0 iscount (cl Minus Interest (1S) 19, Balance Due liine 17 minus line IS) Make Check Pavable to' Register of Wills, Agent . .. PLEASE RECHECK MATH. . . BLOCKS RECAPIT. ULATION AND TAX CALCU. LATlON 10, 11. 12, 13, 14, Address 414 Bridge Street. Box E City New Cumberland Stata Penna. ( I) ( 21 ( 3) ( 4) ( 51 ( 61 ( 7) o $2 ,264 .94 o o 2.950.00 o o ( SI $ 5.214.94 ( 9) (10) 4.803.90 33.050.63 (111_ $ 37 .854 .53 (\21 0 (131 0 (141 0 x,06: 0 x.1S- 0 (17) 0 (191 o Under penalties of perjury. I declare that I have e"mined this return, including accompanying schedules and stat,ments, and to the bllt at mv knowledge and belief. it is trul;l. correct, and complete. Decllrltion of preparer other than the personal rt.presentative is based on ,II inform.tion of which preplrer has any kn ~., -I .,,#', .' ,,. //., ~) ---y.." ",1-,.;:.. 6327 ForreBt Drive. Nech:tnicsbur~ ,.. 1;-- :; P-- SIGNA URE OF PE ONAL REPRESENTAn'o/Etsl ADDRESS Pa. 17055 DATE /J /} ., ..... ~ ~.... 'e;'.H.......( /?'v ..:;'>(J<<,"J- StGNATU E OF PREPARER OTHER THAN REPRESENTATIVE BOX E. New CU1l1b~1rland. ra. 17070 ADDRESS / ...-" 5'1.._ CATE IIlV,1I10 ~X-+. ('''ll . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE "0" TRANSFERS FILE NUMBER 21-81-566 Gary D. Snyder 1, Old decedent make any lifetime transfer ot property without rocoiving a valuable and adequate consideration which was to take etfect In possession and enjoymont at or alter death, or in which the decedent retained either: a, the possession or enjoyment ot or the right to income from the property transferred? or, YES NO X b, the right to designate the persons who shall possess or onioy the property translerred or income; or c. a reversionary interest? X --------------- ,- -- - - - - - ---- ------ 2, Did decedent in his Iitetime make a transter, tho consideration for which was transtereo's promise to pay income to, or for the benefit or care ot, decedent? X ------------ ------------ ------ --- 3, Did decedent, at 3ny time, transfer property, the beneticial enjoyment of which was subject to change becauso of a reserved powor to alter. amend, or revoke, or which could revert to decedent under tarms of transter or by operation 01 X law? ------------------- ----- ----- 4, Did decedent within two years of death transfor a material part of his or her estate without receiving a valuable and adequate consideration? X - --- -- - - - -- ------- - ----- - --- DECEOENT'S DOLLAR VALUE ITEM ASSESSED TOTAL VALUE % OF DECEDENT'S NUMBER DESCRIPTION OF PROPERTY VALUE OF ASSET INTEREST INTEREST A, Real Estate: 1. , . 6, Personal Property: 1. - TOTAL (Also enter on line 7, Recapltulationl S 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW. tu morelPeU I, n1M4~ tnMrt eddltlonel thlliftl of UmII Iln' IW.I!U2tlC+I'-lI) J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Gary D. Snyder SCHEDULE "I" DEBTS OF DECEDENT, MORTGAGES, AND LIENS FII.E NUMBER 21-81-566 ITEM NUMBER DESCRIPTION 1. Transamerica Corporation, one-half of debt on which decedent and his wife were jointly liable 2. Colonial ~~rtgage Co., one-half of debt on which decedent and his wi.fe were jointly liable 3. J. C~ Penney, final bill 4. Sears Roebuck, final bill 5. Health Care Rental Co., final illness 6. Harrisburg Hospital, final illness 7. Harrisburg X-Ray Association, final illness TOTAL {At>o enter on lin. 10, Recapitulationl Uf mor. .....'.l.......aw ~f'"...n ..s"ltl,"~.l ."_l. uf.."" .ir.; AMOUNT $ 15,025.00 6,820.63 937.47 331. 32 169.40 9,733.81 33.00 S 33,05IJ.63 05 -n" , ,. ".) Il"'" ..("") ". "'" '(",1 '~', ., ~, " " )::: '" J' INFORMATION This document is the Notice required to be given under Section 709 of the Inheritance and Est.te Tax Act of 1961 (72 P,S, sBction 24851, If the tlX is paid within thre8 (3) months after the decedent's de.th, a dIscount of 5% of the tax paid is allowed. Inheritance Tax becomes delinquent nine (91 months after the decedent's death, Interest is charged It the r.te of six (6) percent per annum on the .mount of unpaid t.x. (SEE EXAMPLE BELOW) EXAMPLE, If a balance ot tax duo of $2,000.00 is in a dellnquenl slalus from 3-3-80. and pavmenl is mado on 5-23-80. the interest is calculated IS indicated below: STEP I STEP 2 Multiply the balance of tlX due by the rate of interesL STEP 3 Add the interest to the bl'lnee of tlX due, Oetermine the rile of Interest from the lIble below, Inlorost from 3-03-80 to 5-23-80 Results in: 2 Monlhs & ,010 20 Days & ~Q.llJi. Rate of interest II< .01335 B.I.nce of lax due Ratll of interest INTEREST $2,000.00 x .01335 $ 26,70 B.l.nce of lax due Plus Interest to _ Oat. of Payment 1+) TOTAL tax and interest to O.le cf P,yment $2,000,00 $ 26.70 62.026.70 ----------------------------------------------------------------.----- , month ,005 4 months ,020 7 months ,035 , 0 months ,050 2 months ,010 5 months ,025 8 months ,040 " months ,055 3 months ,015 6 months ,030 9 months ,045 1 2 months ,060 I day .00017 1 I d.ys ,00186 2 I ~ays ,00352 2 days ,00034 , 2 days ,00203 22 days ,00369 3 days ,00051 I 3 days ,00220 23 days .00386 4 cloys ,00068 14 cloys .00237 24 days ,00403 5 cloys ,00085 I 5 days ,00250 25 days ,00420 6 cloys ,00101 I 6 days ,00267 26 days ,00437 7 cloys ,00118 17 d.ys ,00284 27 days ,00454 B days ,00135 18 days .00301 28 dlYS ,00471 9 cloys ,00152 '9 dlv~ ,00318 29 davs ,00488 10 cloys ,00169 20 davs ,00335 30 clovs ,00500 --------------------------------------------------------------------- Anv Plft", In Interest.. including the Commonwealth and the persona' repres,ntJtlvI, not "llSfl.d with the ~r'lsement Ind "s.ument mlV Object within sixty (60) d,yS .Her r,celpt of thiS Notice 1$ prOVided bv SoClion 1001 ot It\. Inhontance and Eslate Tu Acl of 1961 (72 P.G. sec. 2485 - 10011 MAKE CHECK OR MONEY ORDER PAYABLE TO: .REGISTER OF WILLS. AGENT. DETACH THE TOP PORTION OF THIS fORM ANO SUBMIT WITH YOUR PAVMENT TO THE REGISTER OF WILLS FOR THE COUN'n SHO...."1/ ON THE REVERSE. SEE THE INHERITANCE TAX INST1lUCTION BOOK FOR ADDRESS, . ~ t... r:.~' .0 (..:;~ "_: :r.: I,.;}(.'j (..)u,J ., ~Lt.: N " ~ ,