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HomeMy WebLinkAbout02-21-08 (3) ..-J 150560...11...7 REV.1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes ~ PO BOX.280601 ~ Harrisburg, PA 17128-0601 E:NTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 07 File Number 0077 Date of Birth 170 18 9846 01 17 2007 05 25 1919 Decedent's Last Name Suffix Decedent's First Name MI SNOBERGER JANE 1:4 (If Applicable) Enter Survtvlng Spouse'. Information Below Spouse's Lest Name Suffix Spouse's First Name MI Spouse's SOcial Security Number THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WILLS FIILL IN APPROPRIATE OVALS BELOW ~J 1, Original Return 0 2. Supplemental Return 0 3. Remainder Return (dale of death prlorto 12-13-82) II 4. Urnited Estate 0 4a. Future Interest COf'rVomise 0 5. Federal Estate Tax Return Required L~.J_ (date of _ after 12-12-82) ~J 6. Deced8nt Died Teatale 0 7. ~c::~r~!;:ha ~Trust 1 8. Total Nuinber of Silfe Deposit Boxes (Allach Copy of WIll) [J 9. utJgation Proceeds Received 0 10. =~~~~f=~~5rdeeth 0 11. Election to tax under Sec. 9113(A) (Attach Sr.J1. 0) CORRESPONDENT. THIS SECTION MUST IlE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnoN SHOULD BE DIRECTED TO: Name DaytIme Telephone Number ,JAMES D. BOGAR 717 737 8761 Finn Name (If Applicable) laOGAR & HIPP LAW OFFICES REGISTER OF WIlLS USE ONLY Filrst line of address ONE WEST MAIN STREET S.!tcond line of address CIIty or Post OffIce SHI~EMANSTOWN DATE FILED State PA ZIP Code 17011 C,orrespondent's e-mail address: Under penalties of ~ljury, I declare thaU have examined this return, Including accompanying schedules and statements, and to tile b&st of my knowted~ and belief, . It Is true, correct and complete. Declaration of preparer other than the personal representative is based on all infOnnatlon of which preparer has any knoWledge. SJ;3NA~OF PERSON RESPONSIBLE FOR FILING RETURN DATE . 4..A ..<:?.-LJ --<" /71...Jl~ Susan L. Merrill ..2 -I,~ '~?-9 AttOREts 4803 Teal Drive, Killeen, TX 76542 S<<~NATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE James D.Bogar AOORESS One West Main Street, Shlremanstown, PA 17011 Side 1 L_ 150560...11lf7 15056041147 --' (~ ....J 15056042148 REV-1500 EX Oecedent'sName Jane M. Snoberger Decedent's Social Security Number 170 18 9846 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) 0 Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested............. 7. 8. Total Gross Assets (total Lines 1-7)....................................................................... 8. 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/See 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. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X ~ '16. Amount of Line 14 taxable at lineal rate X .045 '17. Amount of Line 14 taxable at sibling rate X .12 "8. Amount of Line 14 taxable at collateral rate X .15 0.00 15. 124,575.77 16. 0.00 17. 0.00 18. ~i 9. Tax Due..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 15056042148 3,503.89 3,085.46 56,705.63 75,996.46 139,291.44 10,813.09 3,902.58 14,715.67 124,575.77 124,575.77 0.00 5,605.91 0.00 0.00 5,605.91 D 15056042148 ....J REV-1 !iOO EX Page 3 Decedent's Complete Address: File Number 21-07-0077 DECEDENT'S NAME Jane M. Snoberger STREET ADDRESS 222 Messiah Circle CITY I STATE ZIP Mechanicsburg PA I 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 5,605.91 5,550.24 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 5,550.24 1.52 Total Interest/Penalty (0 + E) 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. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) 1.52 (4) (5) 57.19 (5A) (5B) 57.19 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: 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;.................. 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?............... ........... ..... .................. ....... ...... ..... ................. ................. ..... ............. Yes o Ii D o No [!J [!J [!J [!J 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?....................... .............................................................................................. [!J 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. o o For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. !l9116 (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 zero (0) percent [72 P.S. S9116 (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 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 twenty-one 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 zero (0) percent [72 P.S. S9116 (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 four and one-half (4.5) percent, except as noted in 72 P.S. S9116 1.2) [72 P.S. S9116 (a) (1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. S9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ..J 48500041046 REV-485 EX (05-04) SAFE DEPOSIT BOX INVENTORY PA Department of Revenue Social Security or Death Certificate Number Date of Death 1 70 18984 6 PLEASE USE ORIGINAL FORM ONLY County Code Year File Number o 1 1 7 2 o 7 o 0 7 7 21 Decedent's Last Name Suffix First Name S.n 0 beT geT J a n e MI M ADDRESS OF DECEDENT STREET: CITY: STATE: 222 Messiah Circle Mechanicsburg PA NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX NAME: James D. Bogar, Esquire STREET ADDRESS: CITY: STATE: ZIP CODE: 1 West Main Street Shiremanstown PA 17011 , NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING a. NAME: RELATIONSHIP: James D. Bogar, Esquire None (Agent for Executrix) STREET ADDRESS: . CITY: . STATE: ZIP CODE: 1 West Main Street Shiremanstown PA17011~' b. NAME: RELATIONSI::IIP: STREET ADDRESS: CITY: STATE: c. NAME: RELATIONSHIP: STREET ADDRESS: CITY: . , .".~ . STATE:. NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED. " NAME: , . PNC Bank, N.A. STREET ADQRJ;SS: 1 ~j~ Oak Ova , CI1Yb: Mechanlcs urg .pJ\lTE: DATE OF CONTRACT TO RENT BO NUMBER OF BOX ~LS"""( \ OS NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX a. NAME: b. NAME: ~lA STREET ADDRESS: STREET ADDRESS: CITY: STATE: STATE: ZIP CODE: CITY: NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY 4~{;),B r WAS A WILL IN THE BOX? 0 YES ~ If yes, a. Date of will: b. Name and address of personal representative, if named in the will NAME: STREET ADDRESS: CITY: STATE: ZIP CODE: c. Name and address of attorney, if any NAME: , ZIP CODE: ZIP CODE: ., ' ii:IP CODE: 17055 ZIP CODE: STREET ADDRESS: CITY: STATE: ZIP CODE: L 485000L:1046 48500041046 -l REV-435EX SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS Page of (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. (9) Return completed form to: DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 ITEM NO. ITEM DESCRIPTION .c>1-\t.t D..la.~ v.cf-, ~~. ~ .~.. ..t PERSON RECEIVING COPY OF SAFE DEPOSIT BOX INVENTORY: SIGNATURE PRINT NAME AND CHECK APPROPRIATE BOX BELOW: CHECK APPROPRIATE BOX: o Executor(trix) 0 Administrator(trix) D Estate Representative 0 Joint owner of safe deposit box Rev-1503 EX+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Snoberger, Jane M. FILE NUMBER 21-07 -0077 ESTATE OF All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 638612101 65.616 shares of Nationwide Financial Services Inc 53.40 3.503.89 . TOTAL (Also enter on Line 2, Recapitulation) 3.503.89 (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) 1:Jote- 0 r Deo.t\i Quoie- Back .. a~ Address fij http://bigcharts,marr..etwatch ,com/historical/def ault, asp ?detect~l&symbol=nfs&dose_date=l %2F17%2F07&x=28&y=28 ~j i] Go , ,__~__,__"~___~,"'v_____,_~__~__ ,_,___'. _ ..~ .___~_"' ...,._,.." ~__~'"_ _ Links >> Home Quotes News Industries Marbts Historical Quotes !i!IgReports IiilAdvllhcedTools Premium ProduetJr ^ This Historical Quotestool allolf\lSYou to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. JlJ ...-r- . \ t \' l J \ \,I;'"'.,.,r\12 'f~' .-, , r"- /''''!, j J I, \Jl/\. lA.~ ,v l;...\ :# ot 5hore~- &5. to ILPO i j . /"'1 # I () \f,fOd I It r,' ,>ef,9[lurt ... l 0 J. '1 . \ '\V' !- -"'_____ I,' ,") ,-A "l ;X'IO" I \ 1"; $Qi'JUO.,-) ! I ! i;/7 Page 1 of 2 liJi~" .;!' ... /l' ' if i? Mellon Investor Services A Mellon Finat/dol Company'M P.O. Box 3338 South Hackensack, NJ 07606-1938 Shareholder Of: NATIONWIDE FINANCIAL SERVICES, INC. INVESTOR SERVICES PROGRAM STATEMENT PRINT DATE: CUSIP: SYMBOL: ACCOUNTKEY: INVESTORIO:, 10/1 9/2006 001-750-63861210 NFS SNOBERGERJENNGOOOX 125352198980 }' ~~1"4 F 0087,183 01 IN 0.000 HOg COl BTMAI -12 JENNIE G SNOBERGER 723 MESSIAH VLG MECHANICS BURG PA 17055-8617 FOR QUESTIONS CONCERNING YOUR ACCOUNT. PLEASE CALL 1-866-541-9688. Year- To-Date Account Summary Save this Statement for Tax Purposes L AS OF: 1011712006 "",",, CASH DIVIDENDS NET AMOUNT . ~4RI{Ft.., ~ ;:;1~,..tes.r~~JI. rc---." ", ~~ ~ . 'FI'e1tNe6Ti$t- .C'" INveST!;S'f$r~- :3.253.05 I 49.7300 57.09 I 15.98 I 41.11 41.11 TRADING FEES PAID BY (S) SERVICE FEES PAID BY (SI SAlE OF PLAN SHARES (SI CERTIFICATED SHARES HELD SHARES HELD BY TOTAL COMPANY IsHAREHOLDER COMPANY ISHAREHOLDER GROSS PROCEEDS I TAX WITHHELD SHARES HELD BY YOU BY PLAN OTHER PLAN(S) SHARES I 1.00 I I 65.4142 65.4142 Current Activity Information RECORCl DATE TRANSACTION DIVIDEND SHARES ACQUIRED CASH TOTAL PAYABLE DATE DESCRIPTION RATE OR WITHDRAWN INVESTMENT (S) GROSS (S) 10/02/2006 COfIllMON DIVIDEND 0.2300000 0.2168 15.00 10/16/2006 PARTICIPATING RECORD DATE DISTRIBUTION TAX TRADING FEES PAlO BY ($) SERVICE FEES PAlO BY (S) TOTAL CERTIFICATED SHARES SHARES HELD SHARES HELD BY TOTAL WITHHE:LD (S) C"""ANY SHAREHOLDeR C__ .........OLDeR NET ($I HELD BY YOU BY PLAN OTHER PLAN(S) SHARES 4.201 0.25 10.80 65.1974 65.1974 i Year- To-Date Transaction Detail DATE TRANSACTION CASH NET TRADING SERVICE AMOUNT PRICE PER SHARES ACQUIRED SHARES HELD DESCRIPTION INVESTMENT ($) DISTRIBUTION (S) FEES (SI FEES ($) INVESTED (S) SHARE ($) OR WITHDRAWN BY PLAN BALANCE FORWARD 64.5120 01/17106 COMMON DIVIDEND 8.83 0.25 8.83 44.6438000 0.1978 6...7098 04/17/06 COMMON DIVIDEND 10.72 0.25 10.72 43.9192000 0.2441 64.9539 07/17106 COMMON DIVIDEND 10.76 0.25 10.76 44.1940014 0.2435 65.1974 10/16/06 COMMON DIVIDEND 10.80 0.25 10.80 49.8261000 0.2168 65.4142 _____~~_._____~-:':--~i?;.;::,;-;."~::.;.~::..-..;~--'-..,~, '--'-":':.;~,~"~~~~'-;i""'-""" NATIONWIDE FINANCiAl SERVICES, INC. CUSIP: 001-750-63861210 Accour~T KEY: SNOBERGERJENNGooOX JENNIE G SNOBERGER 723 MESSIAH VLG MECHANICS6URG PA170S5-8617 Partial Withdrawal (Continue Plan Participation) Additional Cash Investments Issue a certificate for this Write the amount enclosed: number of shares: Make check payable to: NA TIOtfWIDElMELLONBANK YOU MAY INCREASE YOUR SHARES WITH OPTIONAL CASH INVESTMENTS OF $100 UP TO $120,000 ANNUALLY. Sell this number of shares: FuJI Withdrawal (Terminate Plan Participation) Issue a certificate for all full shares and a check for fractional shares. Deposit of Certificates Deposit the enclosed number of shares: o o Sell all plan shares. AR oWler(s) must sign and date above ( ) Contact N urrber 7575 125352198980 00175063861210SNOBERGERJENNGODDXIROD1D3 ANSFER Stock Ownership Vf!) Mellon Mellon Investor Services P 0 Box331O 50mh Hackensack, NJ 07606-1910 JENNIE G SNOBERGER C/O SUSAN MERRILL 4803 TEAL DR KilLEEN IX 76542-3707 Company Name NATIONWIDE FINANCIAL SERVICES,INC. Account Key SNOBERGERJENNGOOOX Control Number Toll-Free Number 866-541-9688 I 0 If you want to transfer shares to more than one owner check tbisbOlL 1. Sha-res TO Be TrdhSferred Please include the additional owner information on a separate page in tbe same format shown in -step four. Stock Certificate Shares* Book-Entry Shares Total Shares To Be Transferred To Be Transferred To Be Transferred *Please attach and send the actual stock certificates together with this fonn. 2. Re,quired S~gnature MedaHion SEgnature Guarantee Each registered owner must sign their name el::actly as it appears on the account, or the authorized person(s) must sign in bis/her legal capacity. tlUTHORllED SIGI'"", i."'W E 0 A ~ co 0:; 1 () (004) ! L. ;)', .'.':,_ S-CURITIESTRANSFERAGENTS MEDALLiC~! P":.' .>-i,' I ~II \I II 111111 11111 mil \1i~lj \\! 11 \j The undersigned hereby irrevocably constitute and appoint Mellon Investor Services as attorney to transfer the shares with full power of subs1itution in the premises. Signature: ~./l .A?A'~ / I11--t ~~ / I Signature: Date: -3 -.2' - 0 -=I- Daytime Phone Number: 2-54 -"'2.....tfc?- t!z......Jl 3. New Shareowner(s) Account Type Check One .. tiJ Individual o Joint o Trust o Custodial D Estate D Corporation D Other (please speciryr) 4211 125352198980 00175Db3861210SNOBERGERJENNGOOOX Rev-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERrrANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Snoberger, Jane M. FILE NUMBER 21-07-0077 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 11 Capital Blue Cross - Refund of unearned insurance premium VALUE AT DATE OF DEATH 209.46 ~~ Jewelry - Per appraisal 2.876.00 TOTAL (Also enter on Line 5, Recapitulation) 3.085.46 (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 E (Rev. 6-98) This estate jewelry appraisal was prepared by Henderson & Co. Jewelers, Inc. Windsor Park Shopping Center Mechanicsburg, PA 17050 (717) 766-7771 for: Estate of Jane M. Snoberger c/o James D. Bogar, Esq. 1 West Main St. Shiremanstown, PA 17011 This appraisal was prepared January 10, 2008. The following metal prices are from the date of death, January 17, 2007. The price of gold was approximately $627.00 per ounce. The following equipment was used in preparing this jewelry appraisal: Binocular Microscope Dial Gauge Table Gauge Electronic Scale The appraiser was David A. Henderson, Gemologist of the Gemologi~TI'n~i;t~---" America, n~. 35612~0. '" . ~~6~ Il. G.I.A. gradmg termmology was used In prepanng thIs Jewelry appraIsal. - .-...".);:.-<------ This appraisal was prepared for estate purposes only. The values given represent a fair price that the items could be expected to bring in a reasonable time period if sale was necessary to settle the estate. This is based on prices obtained for similar items in our area at the time this appraisal was prepared, or recent auction prices for similar items. The condition of the gems and their mountings was factored in when arriving at these values. This jewelry appraisal does not represent an offer to buy nor does Henderson & Co. Jewelers have a stake in these items. (1) DIAMOND RING Three rows of diamonds are prong set on this 14 karat (stamped) white gold ring. A row of six very small diamonds are set between & above two rows of five larger diamonds. Total weight of mounting with diamonds is 2.9 dwt. DIAMONDS: Sixteen Round Brilliant Cut Genuine Diamonds Diameters & weights: 6 - 1.3 mm, .01 ct. each, .06 ct. t.w. 10 - 2.7 mm, .07 ct. each, .70 ct. t.w. .76 ct. t.w. in ring Clarity: SI1 Color: G - H ESTATE VALUE ..... ......................... .......... .......... ............................ $350.00 (2) DIAMOND & EMERALD RING There are five marquise cut emeralds & twelve round diamonds prong set in this ring. The yellow gold mounting is stamped 14 karat. Top of ring measures 7 mm wide. Total weight of ring is 3 dwt. EMERALDS: Five Marquise Cut Genuine Emeralds Dimensions: 4 mm X 3.5 mm Weight: .10 ct. each, .50 ct. t.w. Clarity: heavily included Color: medium saturated green DIAMONDS: Twelve Round Brilliant Cut Genuine Diamonds Diameter: 2 mm Weight: .03 ct. each, .36 carat t.w. Clarity: SI1 Color: H - I ESTATE VALUE ..................................... ......................................... $550.00 (3) CULTURED PEARL NECKLACE One knotted strand of akoya cultured pearls. The strand is 18112 inches long, including a 14 k (stamped) yellow gold bead clasp. The pearls are 6 - 6.5 mm in diameter. PEARLS: SiAty-Six Akoya (Saltw'ater Cultured) Pearls Shape: round Color: white to light rose' Luster: fair Surface: orange peel & medium spotting Nacre: thin ESTATE VALUE. ... ... ....... ......................... ....................................... $400.00 (4) SNAKE CHAIN WITH CULTURED PEARL One 14 karat (stamped) yellow gold snake chain 18 inches long and one mm wide. A single six mm akoya pearl (drilled through) slides on this chain. PEARLS: Sixty-Six Akoya (Saltwater Cultured) Pearls Shape: round Color: slightly grey to white Luster: fair Surface: smooth Nacre: thin ESTATE VALUE ............. ....... .................... .................... ....... ........... $150.00 (5) LADY'S HAMILTON WATCH This watch is stamped 14 karat. The bracelet is a base metal Spiedel expansion bracelet. Five round diamonds are set on each lug of watch case. The 751 movement has 17 jewels. ESTATE VALUE ........................................ ....................... ............... $125.00 (6) MABE' PEARL EAR CUPS The mountings of these earrings are 14 karat (stamped) yellow gold. They have omega style clips. PEARLS: Two Round Mabe' (assembled) Cultured Pearls Shape: round Diameter: 11 mm Color: very light cream, slight rose' Luster: good Surface: some ridges & spots ESTATE VALUE .... .... ......................... ..... .............. .......... ........ ........ $ 75.00 (7) HERRINGBONE CHAIN One 16 inch long, 3.26 mm wide beveled herringbone chain. The yellow gold chain is stamped 14 karat. Weight of chain is 5.4 dwt. ESTATE VALUE (scrap) .......................... ........... ................................ $ 86.00 (8) MAN'S DIAMOND RING One traditional man's ring with three diamonds in flat top settings. The two tone ring is stamped 14 karat. It weighs 7.2 dwt. DIAMONDS: Three Round Brilliant Cut Genuine Diamonds Diameters & weights: 1 - 4.8 mm, .40 ct. 2 - 4.2 mm, .30 ct. each, .60 ct. t.w. 1.00 ct. t.w. in ring Clarity: C - SI1, S - 11 Color: H - I ESTATE VALUE .............................................................................. $650.00 (9) MAN'S WEDDING BAND One inside round man's ring. This yellow gold ring is stamped 14 karat. This ring has a solder joint. The band is 3.4 mm wide & 1.8 mm thick. Weight of ring is 2.5 dwt. ESTATE VALUE (scrap) ........................... ........... .... ........................... $ 40.00 (10) DIAMOND TIE TACK One 14 karat (stamped) white gold starburst tie tack. Four prongs secure a round diamond in the center. A base metal clutch secures the tie tack. DIAMOND: One Round Brilliant Cut Genuine Diamond Diameter: 4.61 mm to 4.65 mm Weight: approximately.38 carat Clarity: SI1 Color: H ESTATE VALUE .... ..................................... ..................................... $450.00 Rev-1509 EX+ (6-98) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Snoberger, Jane M. FILE NUMBER 21-07 -0077 ESTATE OF If an asset was made joint within one year of the decedenfs date of death. it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME A. Susan L Merrill ADDRESS RELATIONSHIP TO DECEDENT 4803 Teal Drive Killeen, TX 76542 Daughter B. C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT . NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST JOINTLY-HELD REAL ESTATE. 1 A 11/24/2000 PNC Bank - Checking Account No. 14.161.43 50.000% 7,080.72 5002026434 - date of death value $14161.43; non-interest bearing 2 A 8/16/1989 Sovereign Bank Checking - Account No. 9.395.08 50.000% 4.697.54 0571109934 - date of death balance $9,380.03; accrued interest $15.05 3 A 3/26/2001 Sovereign Bank Money Market - Account 89.854.74 50.000% 44,927.37 No. 1681728826 - date of death balance $89,781.98; accrued interest $72.76 TOTAL (Also enter on Line 6, Recapitulation) 56.705.63 (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 F (Rev. 6-98) ~ PNCBA~ November 28.2007 James D. Bogar Attorney at Law One West Main Street Shiremanstown, P A 17011 RE: Estate of Jane M. Snoberger, deceased SSN: 170- 18-9846 DOD: 1/17/2007 Dear Mr. Bogar: In response to your request for Date of Death balances for the customer noted above, our records show the following: . Checking Account Account #5002026434 JANE M SNOBERGER SUSA.N L MERRlIL DOD balance: $14.161.43 (non-interest bearing) Safe Deposit Box #15 JANE M SNOBERGER Located: MESSIAH VILLAGE BRANCH 939 OAK OVAL MECHAc\TJCSBURG, PA 1705$-8409 (717) 691-4091 Page 1 of2 Establish~d 11/2412000 .EstabJished 02/05/2001 Please note that this office only provides date of death balances for deposit accounts (IRAs; CDs; Ch~cking and Savings accounts). We do Dot process any financial transactions Or provide statements. If you need assistance with any of these items. please call1-S8S-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. ~fifffi-~ Rachel1e Wells 1-800- 762-1775 P7-PFSC-04-F SOD first Ave. PittsburghPA 152]9 Page 2 of2 Member FDIC S~(;c.e$$ is Cf)~1jfif;/tJtJr;~\ ,~. C-at1 J'Cnl /;,~"{{: lii€.":1-e:e Court Ordered Processing / MA 1 MB3 02-10 P.O. Box 841005 Boston, MA 02284 December 6, 2007 James D. Bogar Attorney at Law One W. Main St. Shiremanstown, P A 17011 RE: Estate of: Jane M. Snoberger Date of Death: January 17,2007 Dear Mr. Bogar: Per your request, enclosed please find the account information as of date of death for the above-named decedent. Please note the balances do not include accrued interest. If you should have any further questions, please do not hesitate to call. Very truly yours, : ('I 1 r-- "'-i'\ ~ ' " ,-7 "" iq~IQyG{jC/\/[ Linda Spavento Team Leader Court Order Processing (617) 533-1789 (617) 533-1931-fax Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Jane M Snoberger 170-18-9846 January 17,2007 Account #: 0571109934 Type: Checking In the name of: Jane M Snoberger or Susan L Merrill Date of Death Balance: $9,380.03 Int.(YTD) from 1/1/2007 to 1/17/2007 Accrued interest to date of death: $15.05 Other Info: Open date: 8/16/1989 so.oo Account #: 1681728826 Type: Money Market In the name of: Jane M Snoberger or Susan L Merrill Date of Death Balance: $89,781.98 Int.(YTD) from 1/1/2007 to 1/17/2007 Accrued interest to date of death: $72.76 Other Info: Open date: 3/26/2001 so.oo Account #: 0578152068 Type: In the name of: Jane M Snoberger Date of Death Balance: Int.(YTD) from 111/2007 to Accrued interest to date of death: Other Info: Beneficiary: Susan Merrill IRA Open date: 4/26/2000 $56,819.85 1/1 712007 $72.02 $0.00 Account #: 0578152126 Type: In the name of: Jane M Snoberger Date of Death Balance: Int.(YTD) from 1/1/2007 to Accrued interest to date of death: Other Info: Beneficiary: Susan Merrill IRA Open date: 6/21/2000 $19,065.38 1/17/2007 $39.21 $0.00 Page 1 of 1 Rev-151iO EX+ (6-98) '. SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Snoberger, Jane M. FILE NUMBER 21-07 -0077 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S TAXABLE EXCLUSION NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1 Sovereign Bank -IRA No. 0578152068 - date of 56.891.87 56.891.87 death balance $56,819.85; accrued interest $72.02; Susan L. Merrill is named beneficiary. 2 Sovereign Bank -IRA No. 0578152126 - date of 19.104.59 19.104.59 death balance $10,065.38; accrued interest $39.21; Susan L.Merrill is named beneficiary. TOTAL (Also enter on Line 7, Recapitulation) 75.996.46 (If more space is needed, additional pages of the same size) Copyright (cl 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev 6-98) Sut;C.fJS$ is corijiclt"1u::e, ~ (.an ,.~.. . ~W'~'"" . .,.J.,.",...,..) II'. P""'" :<L.'''' ,H.......J 1;0. J." ",cc.-, Court Ordered Processing / MA 1 MB3 02-10 P.O. Box 841005 Boston, MA 02284 December 6, 2007 James D. Bogar Attorney at Law One W. Main St. Shiremanstown, P A 17011 RE: Estate of: Jane M. Snoberger Date of Death: January 17,2007 Dear Mr. Bogar: Per your request, enclosed please find the account information as of date of death for the above-named decedent. Please note the balances do not include accrued interest. If you should have any further questions, please do not hesitate to call. Very trol y yours, ; /j / ,--- ~ I,) f 117 .~ 1\ ,-) '-It 1<\ 1JY1../l;u ,/[^--=<..-. '-i"{ --- Linda Spavento Team Leader Court Order Processing (617) 533-1789 (617) 533-1931-fax Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Jane M Snoberger 170-18-9846 January 17,2007 Account #: 0571109934 Type: Checking In the name of: Jane M Snoberger or Susan L Merrill Date of Death Balance: $9,380.03 Int.(YTD) from 1/1/2007 to 1/17/2007 Accrued interest to date of death: $15.05 Other Info: Open date: 8/16/1989 $0.00 Account #: 1681728826 Type: Money Market In the name of: Jane M Snoberger or Susan L Merrill Date of Death Balance: $89,781.98 Int.(YTD) from 1/1/2007 to 1/17/2007 Accrued interest to date of death: $72.76 Other Info: Open date: 3/26/2001 $0.00 Account #: 0578152068 Type: In the name of: J aile M Snoberger Date of Death Balance: Int.(YTD) from 1/1/2007 to Accrued interest to date of death: Other Info: Beneficiary: Susan Merrill IRA Open date: 4/26/2000 $56,819.85 1/17/2007 $72.02 $0.00 Account #: 0578152126 Type: In the name of: Jane M Snoberger Date of Death Balance: Int.(YTD) from 1/1/2007 to Accrued interest to date of death: Other Info: Beneficiary: Susan Merrill IRA Open date: 6/21/2000 $19,065.38 1/17/2007 $39.21 $0.00 Page 1 of 1 REV-11!i1 EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Snoberger, Jane M. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-07 -0077 ESTATE OF IH:M DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 964.49 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees Bogar & Hipp Law Offices 8,200.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 205.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7 Other Administrative Costs 1,443.60 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 10,813.09 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-9B) SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Snoberger, Jane M. FILE NUMBER 21-07 -0077 ITEM NUMBER DESCRIPTION AMOUNT 1 Flowers for Funeral 400.00 2 Malpezzi Funeral Home - Balance of funeral bill due 564.49 Subtotal 964.49 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX.. (6-98) SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Snoberger, Jane M. FILE NUMBER 21-07 -0077 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland Law Journal - legal advertising 75.00 2 Henderson & Company Jewelers, Inc. - Jewelry appraisal 90.00 3 Pennsylvania Vital Records - 4 additional Death Certificates 44.00 4 PNC Bank - Fee to drill safe deposit box 75.00 5 Register of Wills - 4 additional Short Certificates 16.00 6 Register of Wills - 2 additional Short Certificates 8.00 7 RESERVES: - Costs to conclude administration of Estate, including filing of PA Inheritance Tax Return and Inventory and personal and fiduciary income tax returns 1.000.00 8 The Patriot News - legal advertising 114.30 9 U.S. Postal Service - Fee to mail jewelry by Registerd Mail to Killeen, Texas 21.30 Subtotal 1.443.60 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ (6-98) '. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Snoberger, Jane M. FILE NUMBER 21-07-0077 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH Alert Pharmacy Services, Inc. - Pharmacy Bill 132.21 1 ... J.. AT&T - Phone bill 12.82 3 Messiah Village Nursing Care - final bill 3,731.36 4 Verizon - Phone bills 26.19 TOTAL (Also enter on Line 10, Recapitulation) 3,902.58 (If mDre space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (9.00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Snoberger, Jane M. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] FILE NUMBER 21-07 -0077 ESTATE OF RELATIONSHIP TO DECEDENT Do Not L.ist Trustee(s) SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$.) I. Susan L Merrill 4803 Teal Drive Killeen, TX 76542 Daughter One hundred percent of rest, . residue and remainder Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet n.. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TM IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) J' LAST WILL AND TESTAMENT OF JANE M. SNOBERGER I, JANE M. SNOBERGER, of Shiremanstown, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this for and as my Last Will and Testament hereby revoking any and aU Wills by me at any time heretofore made. ITEM 1- I direct my Executrix, hereinafter named, to pay all my just and lawful debts and funeral expenses out of my personal estate as soon after my decease as is convenient. ITEl\1 II - All the rest, residue and remainder of my Estate, real, personal, and mixed, I give, devise and bequeath, to my daughter, SUSAN L. MERRILL. ITEM ill - In the event my daughter, SUSAN, predeceases me, then I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed as follows: A. One-third (Va) to my son-in-law, DAVID. B. Two-thirds (%) IN TRUST for my grandson, JUSTIN. Rupp and Meikle 355 North 21 st Street, Suite 205 Camp Hill, PA 17011 717-761-3459 Initials ~ pagbli of 6 ITEM IV - The Trust for my grandson, JUSTIN, shall be under and subject to the following provisions: A. My Trustee shall hold, invest, and reinvest the same, pay over, apply \ . or accumulate the net income, to or for my grandson, JUSTIN, until he attains the age of twenty-one (21) years, and to pay the net income to him at least montWy after he attains the age of twenty-one (21) years. B. My Trustee, in his sole discretion, before Justin attains the age of twenty-one (21) years, may pay over or apply such part or parts of the income and, both before and after JUSTIN attains the age of twenty- one (21) years, such part or parts of the principal of the Trust to or for JUSTIN's benefit as my Trustee shall deem necessary or advisable for his health, education, maintenance and welfare. C. At such time as JUSTIN attains the age of thirty-eight (38) years, my Trustee shall pay over to him one-half (lh) of the remaining Trust principal. Initials irt7/1/~ Pa 2 of 6 . . D. At such time as JUSTIN attains the age of forty-two (42) years, my Trustee shall pay over to him the remainder of the Trust principal and any undistributed income at which time this Trust shall terminate. ITEM V - The term "educationll includes both college and post-graduate study at any accredited institution of the beneficiary's choice as well as trade schools, vocational schools, technical schools, etc.; for any period of time that in the judgment of the Trustee is advantageous to the beneficiary; the Trustee shall provide adequate amounts for all related living and travel expenses of the beneficiary within reasonable limits. ITEM VI - No beneficiary or remainderman of the trust shan have any right or power, except as otherwise specified, to sell, transfer, assign, pledge, mortgage, alienate or hypothecate his or her interest in the principal or income of the trust estate in any manner whatsoever. To the fullest extent of the law, the interest of each and every beneficiary and remainderman shall not be subject to the claims for any of his or her creditors or liable to attachment, execution, bankruptcy proceedings, or any other legal process. The trustee shall pay, disburse, and distribute pri...'lcipal and income of the trust estate only in the manner provided for in this Will and not on any attempted transfer or assignment, whether oral or written, of any beneficiary or remainderman, nor by operation of law. no Initials 4Jl!ll- Paige 3 of 6 ITEM VII - AIl federal, state and other death taxes, payable because of my death with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered part of the expenses of the administration of my estate and shall be paid from my estate without apportionment or right of reimbursement. All such taxes on present or future interests shall be paid at such time or times as my Executor may think proper, regardless of whether such taxes are then due. ITEM VIII - My Executrix and Trustee, appointed under this will shall have the following powers: A. To retain any or all assets of my estate and or Trust, real or personal, without regard to any principle of diversification, risk, or productivity. B. To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investment authorized for Pennsylvania fiduciaries as they deem proper, without . . regard to any principle of diversification, risk, or productivity. Initials .j,h1'&~ Pabe 4 of6 C. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms and conditions as they deem proper. D. To borrow money from any person or institution including my Executrix and to mortgage or pledge any or all real or personal property as my Executrix and Trustee in their sole discretion shall choose, without regard for the dispositive provisions of this instrument. E. To compromise any claim or controversy. F. To exercise any option, right or privilege granted in insurance policies or in other investments. ITEM IX - I nominate and appoint my daughter, SUSAN L. MERRILL, as the Executrix of this, my Last Will and Testament. If my daughter predeceases me or is unable to serve as such, then I nominate and appoint HERBERT G. RUPP, JR., as the Successor Executor of this, my Last Will and Testament. In the event, HERBERT G. RUPP, JR. predeceases rue or is unable to serve as such, then I nominate and appoint RICHARD C. RUPP, as the Successor Executor of this, my Last Will and Testament. Initials ...~ JL') P~J1: 5 of 6 " ITEM X - I nominate and appoint HERBERT G. RUPP, JR., as the Trustee of this, my Last Will and Testament for the Trust of my grandson, JUSTIN. If HERBERT G. RUPP, JR., predeceases me or is unable to serve as such, then I nominate and appoint RICHARD C. RUPP as the Successor Trustee of this, my Last Will and Testament. ITEM XI - No bond or other security shall be required of the Executrix or the Trustee appointed in this Will. IN WITNESS 'VHEREOF, I have hereunto set my hand and seal this ~'3 /~ day of V(ir:.~1. t.'LJ ,2000. ~Yi~ !J1. ~L.(rf~AL) M. SNOBERGER ..~ WITNESSES: ~(i1.~~v ;/~ t:Av/ residing at l,,,J&t~..fJ-15\~ r~ residing at ~~/J~ ~A / ' Page {} of 6 C0Ml\10NWEAL TH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND WE, JANE M, SNOBERGER, He (be:r-t- C~ K\,-~) p ,J y. _, and L, f\itS eLl T l(tn i \ , the TESTATRIX and WITNESSES have signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind, and under no , ,,,,~onstraint or undue influence. :1:",."om- Li~(^-, J / M. SNOBERGER, Testatr' " . . WITNESSES: t3S~6-"~~~. ~ ,/:4;/ Subscribed, sworn to, and acknowledged before me by JANE J\1. SNOBERGER, the Testatrix, and subscribed and sworn to before me by Hcr be(+ 6. IC::u(lpJv, and L: i!\Cts.n..\ I I. iJ.(ll I , witnesses, this .::s day of C,c h) \":) ej'" , 2000. I -0 CG'l...-J.::'tL\.D.... '2y . -iL.OT__h_L..'-~' Notary Public . NOTARIAL SEAL BARBARA J. KOCHER,NolaryPubl~J Camp Hill Boro, Cumberland County My Commission Expires Oct. 22, 2001