HomeMy WebLinkAbout04-0272
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of RICHARD B. SNYDER No 21-04-cJ 7~
also known as To RegIster of Wills for the
202-20-4'1titt J-j 7 0 8' ~i'_ ~ ">(.. County of Cumberland 10 the
SOCIal Security No Commonwealth of PennsylvaOla
The petItIOn of the undersIgned respectfully represents that'
Your petItIoner(s), who Is/are 18 years of age or older and the executors named
In the last wIll of the above decedent, dated July 28, 1998
and codlcll(s) dated N/A
(state relevenat CIrcumstances, e g renunciation, death of executor, etc )
Decedent was domIcIled at death In Cumberland County, Pennsylvama,
wIth hts last fa1TI1ly or pnnclpal residence at
1408 Walnut Bottom Road, South Middleton Township, Cumberland County
(list street, number and mumclpaltty)
Decedent, then 76 years of age, cited March 4,2004
at South Middleton Township, Cumberland County
Except as follows, decedent dId not marry, was not dtvorced and dId not have~tld bo~ or adof,ed
after executIOn of the will offered for probate, was not the victIm of a kIllIng an as ne~ adJudIt ed
. ::S ..... (0 (1
Incompetent No ExceptIOns rr :::' <Q 0
..~) ::0: ~~1,.. \..l
,/. -\ ~\ := ,1.> (t)
Decedent at death o~n~'di property WIth estImated values as follows ii1 :0 ::0 -, 9-
(If domtclled In Pa ) ---,:,- ,;: All personal property g ::; f (") .,......
."
(If not d01TI1ctled In Pa) '. --::: . Personal property In Pennsylvama 0.; <n
-' - 0 ~ ==_ t'l
(If not d01TI1clled In Pa)_ _ .,' Personal property In County ; ()
. - t, b- \...1
Value of real estate In Pennsylvama :-o~. _h
Sl tuated as follows ,:,:..c; :r> ;:! w
~ _\_,'" ~ r /'_ ~
. ~ '" ,....
, ~ Total: 0.00
WHEREFORE, petItIoner(s) respectfully request(s) the probate of the last wIll and codlctl(s)
presented herewIth and the grant of letters testamentary
(testamentary, admInIstratIOn c t a , admInIstratIOn d b n c t a )
thereon
~~~ee; ~~/ ~~~
1436 Walnut Bottom Road 11 Green View Drive
Carlisle PA 17013 Carlisle PA 17013
UA 1 H UJ< 1'I!;KSUNAL IU;l'RSI!;Nl ATI V I!;
COMMONWEA TLH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petItlOner(s)..abQ.ve,pamed swear(s) or afflrm(s) that the statement In the foregOIng peltIon are I
true and correcUo 'thl~ best Of the knowledge and beltef of petItlOner(s) and that as personal represen- I
1 "J--' ~-~J I.J/~ /1
tatIve(s) of the~9':?YC dececten! pctItIoner(s) will well and truly admInIster the estate accordIng to law
Sworn to or af~'~ed and:subs~;;b6d %"'"7# !:-U
before me thIS /9"""dayof I
March, 2004 - bi
f ~/77~ ::~jt;/;f:;;~ / Register
---------
No. 21-04-c:::l7c.2.
Estate of RICHARD B. SNYDER , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW m///c?// 19 20 !) yI , III consIderatIOn of the petttIon on
I, the reverse sIde hereof, satIsfactory pro.of h~vIng been presented before me,
IT IS DECREED that the Instrument(s) dated_ July 28, 1998
descnbed thereIn be ad1TI1tted to probate and ftled of record as the last will of
RICHARD B. SNYDER
and Letters Testamentary
are hereby'granted to Annabelle Wetzel and Edward L. Snyder
':")
"
,"'...\.,.\.......
- ^ ,-"'-,'" \
. .
I ~:<?i;)~JA~J/,~~
FEES f~~~2B'jlV/,,~"u.y
.J ,'''-,'-;... --, I
, . ..../.,1 -
Probate, Letters, Etc. $ 6~o 00 Robert M. Frey, " , 6274
I A TIORNEY (Sup Ct 1 D _ No )
Short Certlflcates(l) $ 1c2..00
~rfu'n1:;i:;fon $ 5 South Hanover Street
cp:,P - $ -/0 DO Carlisle, Pennsylvania 17013
~otal_$ 3~;2,oo ADDRESS
FIled . (q ~~ . (717) 243-5838
PHONE
00
- '- g ::0 if
::t!.'
::j~
rr'f" <P(')
~. ~;:~ (.0 0
Ql' $ ;J r3
::J::-- ::0 ." CD
O.l_ ~ O.
-
~ I \0 ~~1, ;)
(..(~ \,.~(\ _i~
o --.
~ G) ,:r:i fr ~~o
("v,\-f' ~ .~/,...=-~
:'1)J.r .. ~ .....' I' .... en ~ I
~~ ...... -(...j ...j ,1Q:...
", It.J "
~ .
- , -' f -:-- ~ , I, -::
, ,...
= ~
-
- ~--- --
a2/- 0;2 -.:2 7.:L-
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
ROBERT M. FREY
,
0lXI1o:I
(each) a sUbscnbmg witness to the Will presented herewith, (each) bemg duly qualIfIed accordmg to
law, depose(s) and say(s) that he was present and saw
RICHARD B. SNYDER
,
the testat or , sign the same and that he wa S signed as a wItness at the
reqLIest of testat or m hi S presence and (m the presence of each other) (m the presence of the
~ ~ .-"",
. , .
other sUbscnbmg wltness(es)) ,
.._,_~',v/_';, v::Jn -L /"f
'-...J'-'-:" (lI'f./"'l.4Irl1.~'"
Sworn to or affirmed and sU~sc.nbed before < (
h.- ~;;yv . d f Robert M. FreYN )
me t IS /< - - ay 0 t' ame
./?:U,e1Z4 ~-~ X~,,-s/ 5 S. Hanover St. , Carlisle PA 17013
~4~"/' ~>>>""i.~4;~u~L,;. 0 (Address)
~u.uA~. /~y RegIster
\J"I ::> u.. (Name)
Ocn 0\ o~
"" cO: U 0
0~ ('
':2:;'- .;2 -' (Address)
...".. 0\ ,.,r1:..;
t)u - -c:
- '. co
-Ok-~ 0::: L_
1) ~lJ ~ {,,; ~.6
o {/) -1..0
50j ~s::
00::(1) '<:l' OJ=-
(!) C> _'_
tIREGISTEJP& WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
.
"
ROBERT G. FREY AND MARY C. WERT .
(each) a subscnber hereto, (each) bemg duly quahfied accordmg to law, depose(s) and say(s) that
they are famlhar wIth the sIgnature of KRISTA KING ,
, , djjKil!iX
testat rlX of (one of the subscnbmg witnesses to) the Will presented herewith and
JeKGtlXlX
that they beheves the signature on the WIll IS m the handwrItmg of
KRISTA KING
to the best of thelr~, knowledge and behef
~ ~ ~~~ .~~J""")' .....,.
-,1-_ ....... J,oJ ~
Sworn to or afflfmed.and'mliscnbed before
me thIS 19TH .', ',", day of
~. "'''''X=Z;Y 13
~ . =/~~/,n 4--6
~~-L! ~ RegIster
PA 17013
(A ddress)
-,- ---------
HI05805 REV 9/86
ThtS tS to certtfy that the mfonnatlOn here gtven tS correctly copIed from an ongmal certificate of death duly filed wIth me as
Local RegIstrar The ongmal certIficate wIll be forwarded to the State VItal Records Office for pennanent filtng
WARNING: It IS illegal to duplicate this copy by photostat or photograph.
Fee for thIs ~cenlficate, $2 00 2l:_~. ~b.)..~~
Local Regl<trar
p 10159534 MAR 6 2004
No Date
on
=cr g :o~
:::l;('
cr , <Po
CD f"~l (00
::g - ...
:::L -"( :4 !---)
tlJ .r." :=
" ::0 ft'i ~1)
a;.~ "'0.
.. -
;::, 10 SO
Of;)" =:;
0 :ff>
>110$101.3....2111 COMMONWEALTH OF PENNSYlVANIA.. DEPARTMENT OF HEALTH. VITAL RECORDS () J:=> :::...CP
CERTIFICATE OF DEATH :-0 g 10 ma
" sl..nF"'E~"" W -
" NA/IoIEOFoeCEOEHTI~~.M_I,"'. ". SOC..o,l SEClIlllf'l NUMIIEIl DATEOFllEATli,McM OIl, 'UtI
. , R~chard B, Snyder . Male . 202 - 20 - 4708 . 3/4/2004
AOEl\."~ UNDER' YUA UHOEAIDJIJ IllATHPl.lCElCoty_ ~OiFoe,qHlOoeo.....,.___"""""*"",,,__
- "" -,- ,....."F.._c-... HOSI"1AI. ~.
76 .. , Car b.sIe, PA \ropa,_[3 E~...",O ::::::00 _C1 ~IO
, ~
OOIJNTYOf'D€.oVH FACIlIT'I'N...ME"'....._~S1r....nr;I"""'"..' ~E ............._~ lIIK~ WhO....
.;(1' ,....,
CumOOr land Car11s1e Borc. ,farhsle Reg10nal Mefucal Center " Mute
DeCEDENT u.u......oeeu~ KINOOFIIUSINESSIlNOU$lI'lY ......SDECEDriNlfiVliiRIN OECEOENTSEDUCIlTIClH MAAll"'l 'TAlUS ......- SURVIV1NGSl"OUSf:
at~.:-:.,,,=,~=r us AR"'''OfOAClI1 ,..-........-- llI_ ____,
.....K1 HoD "- --
CMner rater II Hea 4"01$+, ,. W~dc:Med -
" " "
IlECEDVfT'SIIWllNOAOOAESS(Slr_c..,.nc.- 5mo.l<IC<ldII PA ~ ,rcUl___... South M~ddleton
-
1408 Walnut Bottan Road -
ho.
It.. Carl~sle, PA 17013 Cumberland -' 17d 0 :""''''::':::'...
,~
FRHVl S NA~e 1"-.. ~_ 1MI1 l,IOTHeRSN,lMEI". M_ M_Sutn_,
" Ben anun H. Snyder " Ann~e E. Gutshall
_OAtU.NrSNAMlrr~ .,.'OflIU.NTSWllUHQjlJ)()RESSlSlr....~St-.l<ICcxIoI
Annabelle M, Wetzel - 1436 Walnut Bottan Road Car l~sle PA 17013
"""""'''''''''''''''''' 1'I..ACE0000I$P0SfTIlJN_",c.rr-y.Cl-.lOly LOCRIOH ~SlM r.eo.
~OI c.--O "-_SlM.O ._-
_0 ClIIwofSpec#,' 11c;umrerland Valley Mem. Grds 1,. Carl~sle, PA 17013
..
........."'. AVlCEUCENS INGASSUCH LICENSE NUMBER ru.uiANDADORESSOt'FAClLITY
... FD 012633 L IjW~n Brothers Funeral Herne, Inc., Carl~sle PA
~._n....oNy_~ LlCeNSeNUMIlER DA1ESlGNeo
................_.''''''''oIdee'h... lMor4Illoov._1
oerwr_...-. .h
_24-2t_...~", -SCASe AefERREDTOl,IEOOCAl. EXAl,ItH(IlICOAONeR1
--...-..-- >.O~ 14. _0 ..a--
.. .. ..
""""'1: ~"'-''''''''''OI_____''''''''''DD'''''_''''''_ol~ . ..'_11....,..'__..._...... ,_. ,~. oa...."'lIf"I'ac..__--."'.,.""'...
~"'__ClI'I_'" '-- .....--.,........-..,....--"'''''",
...,...,ICAUH(f1neI r2t!r;jJ().t~e. S !....._deall\ N,~. ""~5.J:,:'s
-.- J. ......e I /..r'"'f'~
.-.g",-.)- .
,
-~- l: ,
'-~"'-'-" ,
_~UfUIIUINQ ,
CAUSlI~llforpy ,
--- OUE'lDIORASACONSeOUENCEOf):: :
.-..g"~UST
...~.......... WERE ...UtOPSY FINDINQS ~ROI'oe.uH DATEOFIHJURV TlioIe OF lHJIJIIV IN.!UAVlJv.oAIC1 OESCRlDIi NOW IN.NAV OCCURRED
........... --....al.E""'CIAlO 1_Dey;_,
COUll'lE11ONCIr'CAUSI - [;!'"" 0
ClI"OLQ'N1 _.- _0 .0
- 0 p-,,_.Ilgal""" 0
_0 _0 .r:r' 0 Opu,ClOFINJURV"',..,........._lecIOry._. .
. ..... eo.............del...........
- - .. ---
-
, cun..~"",,_ ~-
I CDITF\'INQ~~~-"'-___....Ilf_OO__~......lJ, 011"- I ~
_..._or..,~...___....CMIOO(.I__H._
LIC NSEHUMDER ....-,
~ ~ INClNQANCICl'"'"'lHO~""~_"'onclu<"C"'9_....o~"'.,...."'....,N " "'~ -or; 'iiq(-L. , T q ,e(
,...._ol....,IuIo.......... ...."'.....,.......1...1lme ".,. _plec. .....otu..............l.'..............,.....,"
N...~( ...NO"'OOAellSOF bRSON:rO~PLET(OC...USEOF DEATH
."DCAL 1X.....'NIRlCOfIION(R ll1....21lT_IlfPIlnI "'-I"" .4{.6,....~tJ. ~J
=~:::::=aml...IIOl>.nclI...'......Ull.lI.... '..m,opl..lo..,dulhoe......d.l'","Um. d.l. .ndp'... .neld...'oll'.u....!.!.ncl o ~~, P.dCCr.Jf
". JI C4./{/.S{c 17-<:Jt' J
M~T~S~~EANOHUMUR ~.~~~ DATeFlLeDt_o..,_,
A ~,I ","",1,01 " \\,~('" <a d.lJCA
-~-
.- '~..<~ \,. _.~"'lI:tj\ . ~ ~ ";~".... ... '~~ "i ~ '>,
-'p" . '.,'/ .;..,~"-:L<~''-'r';'';':'~~'''''- ,:,,' ~,>>~z:?;)c"3l ;"~'<?>'2@?' ".' :'/
~" .~. ,,,,""'-<;''r>'',E},.~J~;~:'''''''f . :::~,...t-.,;, ~?L<''2P~ c;,~"a._ ',.'""~ ~.~
-.: l _ "'" ,_,...,>;~~~..1 ~ ^";,.>l..;"~;:,,,~1 ~c.i':...",.;;::<;;:,t'o~""""":':'::~"1!"It.,~sx,,,...<',"'" "' " ' ~'.
.~"YC.'"",~~~~,,,",' .,<,' "
LAST WILL AND TEST AMENT
OF
RICHARD B. SNYDER
I, RICHARD B. SNYDER, wIdower, of South Middleton TownshIp (mmhng address,
1408 Walnut Bottom Road, Carhsle, PennsylvanIa 17013), Cumberland County, Pennsyl vama,
bemg of sound and dlsposmg mmd, memory and understandmg, do hereby make, publtsh and
declare tlus as and for my Last Will and Testament hereby revokmg and makmg vOId any and all
WIlls by me at any time heretofore made.
1 I direct my heremafter named Executors to pay all of my Just debts and funeral expenses
as soon after my death as may be found convement to do so I dIrect that my funeral servtces be
conducted by Ewmg Brothers Funeral Home, 630 South Hanover Street, Carltsle, Pennsylvama,
m a manner substantially sl1TI1lar to the arrangements made by me for my wIfe, ShIrley A Snyder,
and that my body be mterred beSIde hers on our bunallot located m the Veterans' sectIOn of
Cumberland Valley Memonal Gardens near the Borough of Carltsle, Pennsylvama 1 further
dIrect that all mhentance, estate, succeSSIOn, transfer and death taxes whIch may be payable on
account of my death, mcludmg mterest and penalties thereon, shall be pald from the reSidue of my
estate regardless of whether the assets upon whIch such taxes are based are mcluded m my probate
estate
2 I give and bequeath the sum of FIVe Thousand ($5,00000) Dollars to my wIfe's
nephew, RIchard Bowman, hiS heIrS and assigns, of 777 Strawbndge Road, Northumberland,
PennsylvanIa 17857. proVIded he shall survIve me by a penod of mnety (90) days, but should he
fml to so survIve me then the same shall lapse and be added to the reSIdue of my estate
3 I give and bequeath the sum of Five Thousand ($5,000 00) Dollars to my WIfe's mece,
Luana Moross, her heirs and asstgns, of 29 Wmdsor Dnve, Scotia, New York 12302, provIded
she shall survive me by a penod of mnety (90) days, but should she fall to so survIve me then the
same shall lapse and be added to the reSIdue of my estate
4 All of the rest, reSidue and remamder of my estate, real, personal and mIxed, and
wheresoever the same may be sttuate, 1 gIve, deVIse and bequeath as follows
a) Ten (10%) percent thereof to the Board of Trustees of The Brethren m ChrISt
~ Church of Carhsle, Pennsylvama, to estabhsh a nuss:onary fund whIch they shall dIsburse for
1TI1SSlOnary purposes as the Board 0 f Trustees shall deem best m the amount of ten (10%) percent
of the ongmal amount of the fund each year and contmumg annually m that amount untIl the fund
has been exhausted ThIS fund shall be known as the "RIchard Band Shuley A Snyder
Memonal MIssIOnary Fund",
~~ b) Nmety (90%) percent thereof m equal shares to my followmg sisters and brother,
- theu heirs and assIgns, they bemg Jean Mlxell, MarIan Calaman, Mabel Blosser, Annabelle
~ Wetzel, and Edward L Snyder, proVIded each of them shall survIve me by a penod of mnety (90)
~I days, but should any of them fall to so survIve me then the amount whIch such deceased sister or
:'\ brother would have receIved shall lapse and be added equally to the shares of the others so
~ survlvmg
~.
~ 5 I hereby nommate, constItute and appomt my sister Annabelle Wetzel and my brother
~ Edward L Snyder, and the survIvor of them, Executors of tlus my Last WIll and Testament and 1
";' further duect that neIther of them shall be requued to post any bond to secure the fmthful
, performance of hiS or her or theu duties m the Commonwealth of Pennsylvama or m any other
> Junsdlctlon
,
t' IN WITNESS WHEREOF, I have hereunto set my hand and seal to thiS my Last Wtll
and Testament wntten on one (I) page, thIS 28th day of July, 1998.
- ,.- ~ -. .
, ~~ g ->-;74 (SEAL)
it' R.Jchard B Snyder
~., f""l
~, _ f""l t:'<(
rr 0.::' SIg!Wd, se~lOO. pubhshed and declared by RICHARD B, SNYDER, the Testator above.
~T:3.IDed, Ils: and(fot~hls Last Will and Testament, m our presence, who, m hIS presence, at hIS
. :i=,f~quest, a,nd m:,the presence of each other, have hereunto subscnbed our names as attestIng
\...Wltnesses- 1 " \':}
"rJ - ,- ,~
,J 'ilij ~ ~03 I/J J .".-. ~ -1,.
E.:.1 z: <-'ID r~ . ~
00 ,..!.)
. a:~iJ!" ~ ~ ~ ;Iv.
. 0U .
, -.. 0'Lj
i,
i..
,
_ _'"'.~ '~..' ... ~" ;_~:,_",-1''''.''J...fv?:'''~~...'':~>. ~ -, ~'.2.' ~_'~' ~"CJ,"!;'f""7'....f~~~..~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: RICHARD B. SNYDER
Date of Death: MARCH 4, 2004
Will No. Admin.No. 21-04-00272
To the Register:
I certify that notice of (beneficial Interest) estate administration required
by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the
following beneficiaries of the above-captioned estate on: May 6,2004
Name Address
Mable Blosser 1422 Walnut Bottom Road, Carlisle PA 17013
Marian Calaman 332 N. Dickinson Road, Carlisle PA 17013
Annabelle Wetzel 1436 Walnut Bottom Road, Carlisle PA 17013
Edward Snyder 11 Greenview Drive, Carlisle PA 17013
Doris Jean Mixell c/o Cumberland Crossings Retirement Center
1 Longsdorf Way, Carlisle PA 17013
Vivian Tibbo 16239 31 st Road, Wilborn FL 32094-2919
Rose Bitner 1316 Walnut Bottom Road, Carlisel PA 17013
Betty Shuler 90 Garfield Drive, Carlisle PA 17013
Shirley Kauffman 96 Greenview Drive, Carlisle PA 17013
Charles Snyder 633 W. Old York Road, Carlisle PA 17013
Sylvester Snyder 99 Garfield Drive, Carlisle PA 17013
Ray Snyder 700 N. Shore Road, Beesley's Point NJ 08223-1841
Richard Bowman 777 Strawbridge Rd, Northumberland PA 17857
Luana Moross 29 Windsor Drive, Scotia NY 12302
Board of Trustees of The Brethen
in Christ Church 1155 Walnut Bottom Road, Carlisle PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6)a)
except NO EXCEPTIONS
Date: May 11, 2004 ~7-'f'/ ~(
~ Signature
fY".~
Name: Robert M. Frey
Address: 5 South Hanover Street
.-- Carlisle. Pennsylvania 17013
.......
>-
,:;:r:
::C
""'" - >::.: Capacity:_Personal Representative
p I:; ..ll Cou nsel for Personal Representative
. "1" ~
-' '--""
if
COMMONWEALTH OF PENNSYLVANIA REV.1162 EX(11.96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128.0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004011
DUPLICA TE
FREY ROBERT M
5 S HANOVER STREET
CARLISLE, PA 17013
ACN
ASSESSM ENT AMOUNT
CONTROL
NUMBER
-------- fold ---------- --------
101 I $15,036.00
ESTATE INFORMATION: SSN: 202.20.4708 I
FILE NUMBER: 2104-0272 I
DECEDENT NAME: SNYDER RICHARD B I
DATE OF PAYMENT: 06/04/2004 I
POSTMARK DATE: 00/00/0000 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 03/04/2004 I
I
TOTAL AMOUNT PAID: $15,036.00
REMARKS:
CHECK# 116
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128.0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004011
FREY ROBERT M
5 S HANOVER STREET
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
_n_____ fold ---------- --..----
101 I $15,036.00
ESTATE INFORMATION: SSN: 202.20-4708 I
FILE NUMBER: 2104-0272 I
DECEDENT NAME: SNYDER RICHARD B I
DATE OF PAYMENT: 06/04/2004 I
POSTMARK DATE: 00/00/0000 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 03/04/2004 I
I
TOTAL AMOUNT PAID: $15,036.00
REMARKS:
CHECK# 116
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
~~~, ~s.'K. COMMONWEALTH OF PENNSYLVANIA '*
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601 NOTICE OF INHERITANCE TAX
HARRISBURG, PA 17128-0601 APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX REY-1541 EX AFP '01-051
DATE 06-14-2004
ESTATE OF JACOBY ANNA I
DATE OF DEATH 02-14-2004
FILE NUMBER 21 04-0271
COUNTY CUMBERLAND
WILLIAM P DOUGLAS ACN 101
DOUGLAS LAW OFFICE I Allount Rellitted I
27 W HIGH ST
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=i5'47-E"x-AFp-('oY:03Y-NoYicE--oF-YNHEifiTANcE-Y,ix-APPRAisEifENT~--AiroWANCE-OR----------- - -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JACOBY ANNA I FILE NO. 21 04-0271 ACN 101 DATE 06-14-2004
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion
4. Hortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (S) 7,737.23 tax paYllent.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 7,737.23
APPROVED DEDUCTIONS AND EXEMPTIONS: 9,679.66
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule I) llO) .00
11. Total Deductions (11) 9.679 66
12. Net Value of Tax Return ll2) 1. 942.43-
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax ll4) 1,942.43-
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rate llS) .00 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate ll6) .00 X 045 = .00
17. Allount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Allount of Line 14 taxable at Collatera~~Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
I"AYMR:NJ {+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
n ' i " r. "
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IE IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE..,
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) '~
'I
RESERVATION: Estatas Df dacadants dying Dn Dr bafDra Dacambar lZ, 198Z -- if any futura intarast in tha astata is transfarrad
in pDssassiDn Dr anjDymant tD Class B (cDllateral) beneficiaries Df tha decadent after the expiratiDn Df any estate fDr
life Dr fDr years, the CDmmDnwealth hareby expressly reserves the right tD appraise and assass transfer Inheritance Taxes
at the lawful Class B (cDllateral) rate Dn any such future interast.
PURPOSE OF
NOTICE: TD fulfill the requirements Df SectiDn Zl40 Df the Inharitance and Estate Tax Act, Act Z3 Df ZOOO. (n P.S.
SactiDn 9140).
PAYMENT: Detach tha tDP pDrtiDn Df this NDtice and submit with YDur payment tD tha Register Df Wills printed Dn the revarse side.
--Make check Dr mDney Drder payable tD: REGISTER OF HILLS, AGENT
REFUND (CR): A refund Df a tax credit, which was nDt raquested Dn tha Tax Return, may be requestad by cDmpleting an "ApplicatiDn
fDr Refund Df Pannsylvania Inheritance and Estata Tex" (REV-1313). ApplicatiDns are available at the Office
Df the Register Df Wills, any Df the Z3 Revenue District Offices, Dr by calling the special Z4-hDur
answering service for for.s Drdaring: 1-800-36Z-Z050; services fDr taxpayers with special hearing and I Dr
speaking needs: 1-800-447-30Z0 (TT Dnly).
OBJECTIONS: Any party in interest nDt satisfied with the appraisemant, allDwanca, Dr disallDwance Df deductiDns, Dr assessment
Df tax (including discDunt Dr interast) as shDwn Dn this NDtice must Dbject within sixty (60) days Df receipt Df
this NDtice by:
--written prDtest tD the PA Dapartment Df Revenue, BDard Df Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR
--electiDn tD have the matter determined at audit Df the accDunt Df the persDnal representative, OR
--appeal tD the Orphans' CDurt.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errDrs discDvered Dn this essessmant shDuld be addressed in writing tD: PA Departmant Df Revenue,
Bureau Df Individual Taxes, ATTN: PDSt Assessment Review Unit, Dept. Z80601, Harrisburg, PA l71Z8-0601
PhDna (717) 787-6505. See paga 5 Df the bDDklet "InstructiDns fDr Inheritance Tax Return fDr a Resident
Decedent" (REV-1501) fDr an explanatiDn Df administratively cDrractabla errDrs.
DISCOUNT: If any tax dua is paid within thrae (3) calendar mDnths aftar the decedant.s death, a five percent (5%) discDunt Df
the tax paid is allDwed.
PENALTY: The 15% tax amnasty nDn-participatiDn penalty is cDmputad Dn the tDtal Df the tax and interest assassed, and nDt
paid befDra January 18, 1996, the first day after the end Df the tax amnasty periDd. This nDn-participatiDn
panalty is appaalabla in tha same mannar and in tha the same time pariDd as YDU wDuld appaal the tax and intarast
that has bean assessed as indicatad Dn this nDtice.
INTEREST: Interast is charged beginning with first day Df delinquancy, Dr nina (9) mDnths and Dne (1) day frD. the date Df
daath, tD the date Df paymant. Taxes which baca.e delinquent befDra January 1, 198Z bear interest at the rate Df
six (6%) percent per annum calculated at a dailY rate Df .000164. All taxes which became delinquent Dn and aftar
January 1, 198Z will bear interest at a rate which will vary frDm calendar year tD calendar year with that rate
annDunced by tha PA Dapartmant Df Revenue. The applicabla interest rates fDr 198Z thrDugh Z004 are:
Interast Daily Interest Daily Interest Daily
Year Rate FactDr Year Rate FactDr Year Rata FactDr
nn zor.- :oomi' Im-1991 --rrr- :ii'ii"O'!OI' mil ---,r- :~
1983 16% .000438 199Z 9% .000Z47 ZOOZ 6% .000164
1984 11% .000301 1993-1994 n .00019Z Z003 5% .000137
1985 13% .000356 1995-1998 9% .000Z47 Z004 4% .000110
1986 10% .000Z74 1999 n .00019Z
1987 10% .000Z74 ZOOO n .00019Z
--Interest is calculated as fDIIDws:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NDtica issuad after tha tax becD.es delinquent will reflect an interest calculatiDn tD fifteen (15) days
beYDnd the data Df the assessment. If paymant is made after the interest cDmputatiDn date shDwn Dn tha
NDtice, additiDnal interest .ust be calculatad.
217.'!o -~ REV -1500 OFFICIAL USE ONLY
REV-1500 EX (6-00) COMMONWEALTH OF
\ PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN 21-04.0272
DEPT. 280601 FILE NUMBER
HARRISBURG, PA 17128,0601 RESIDENT DECEDENT
COUNTY CODE YEA" NUMBER
DECEDENrS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I- Richard B Sn der 202.02.4708
z DATE OF OEATH (MM,OD,YEAR) DATE OF BIRTH (MM-OD-YEAR)
w THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
Q
W 2/4/2000 11/21/2027 REGISTER OF WILLS
(J
w (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Q
j!! Original Return D 2. Supplemental Return D 3. Remainder Relum (dale of death prlorlO 12-13-82)
~S~ D4a. Future Interest Compromise (date Of death after 12-12-82) D 5. Federal Estate Tax Return Required
u~u limited Estate
wi!;o
~~~ D 7. Decedent Maintained a living Trust (Attach copy of Trust)
Ut~ Decedent Died Testate (Attach copy of Will) - Total Number of Safe Deposit Boxes
< D10.SpoUSSIPovertyCredR(dateofd8a1hbetween12_31_91and1_1_95)
litigation Proceeds Received Election to tax under Sec. 9113(A) (Attach Sch 0)
I- ....1'Q:
Z
w COMPLETE MAILING ADDRESS
Q 5 South Hanover Street
z Robert M. Fre
0
0. FIRM NAME (If Applicable) Carlisle PA 17013
fll
a: Fre and Tile
a: TElEPHONE NUMBER
0
(J
1. Real Estate (Schedule A) (1) 211,500 (') OFFlC~ USE ONLY
=
~'" ~
(~~O c.n -n
2. Stocks and Bonds (Schedule B) (2) 104,234 ;'.:-n <-- C""")
c.:o:. :;;:'1. C')
3. Closely Held Corporation, Partnership or Sole-Proprietorship 13) NONE ;~"i~n ::.:?:: .:X)
t~:;:~~sg (:J
1 'n
4. Mortgages & Notes Receivable (Schedule D) (4) NONE :,.~(f)x -.l C.J
5. Cash, Bank Deposits & Miscellaneous Personal Property f)QC) ..", Cy
->~l
(Schedule E) (5) 135 222 (~(.,j "'n -''''' -r1
' C)~~ ,-. -'
6. Jointly Owned Property (Schedule F) (6) NONE -.--,:::::i c...' ,,1
Z Dseparate Billing Requested _.t,. p".} C)
0 -n
;:: <.D
:3 7. InterNlvos Transfer & Miscellaneous Non-Probate Property 33.446
:0 (Schedule G or L) (7)
l-
ii:
.. 8. TOTAl GROSS ASSETS (total lines 1-7) (6) 484,402
lil
0: 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 41,661
10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) :10) 8,373
11. TOTAl DEDUCTIONS (total lines 9 & 10) (11) 50,034
12. NET VALUE OF ESTATE (line 8 minus line 11) (12) 434,368
13. Charitable and GovemmentalBequestslSec 9113 Trusts for which an election to tax has not
been made (Schedule J) (13) 43,437
14. Net Value Subject to Tax (line 12 minus line 13) (14) 390,931
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
Z rate ,or transfers under Sec.9116 (a)(1.2) X .0 - (15)
0
;:: 16. Amount of line 14 taxable at lineal rate .0
~ X - (16)
:0
0.
:Ii 17, Amount of line 14 taxable at sibling rate 380,931 X .12 (17) 45,712
0
(J
~ 18. Amount of line 14 taxable at collateral rate 10,000 X .15 (16) 1,500
19. Tax Due (19) 47,212
200
V
-217 Richard B Snyder 202.02.4708
Decedent's ComDlete Address:
STREET ADDRESS
CITY I~TATE IZIP
Carlisle Pa 17013
Tax Payments and Credits:
,. Tax Due (Page 1 Line 19) (1) 47,212
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 15,036
C. Discount 791
Total Credits (A+ B + C) (2) 15,827
3. InteresUPenalty if applicable
D.lnterest
E. Penalty
TotallntereslfPenalty ( D + E ) (3) 121
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 31,506
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 31,506
Make Check ~able to: REGISTER OF WILLS, AGENT
';;:, ;~',:.~~~s~tJ,:~ikj:\.;,~?~"" ,,:,~i'i~~~m!iX"~~1:4";~;}~'X~fr;,"'f~~+:vX' .
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
,. Did decedent make a transfer and: Ves No
a. retain the use or income of the property transferred; D 0
b. retain the right to designate who shall use the property transferred or its income; D 0
c. retain a reversionary interest; or D 0
d. receive the promise for life of either payments, benefits or care? D 0
2. If death occurred after December 12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration? D 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 0
4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which
contains a beneficiary designation? 0 D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
DATE
,e /' l..~b?
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ,/
~-;.,.., ,--r.,j 1- 'l-,;(Ub:;
ADDRESS
5 South Hanover Street. Carlisle PA 17013
;~Hi:,;~,,~,;<:~,~j~)i!ciit';;:*Jlirf_:~;;,#;;;jl~%~):t;,Ji~;:~4)~~~~_~~r~/';f'~)h:f~'tffj~0~\i>\:~: l
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 3%
(72 P.S. Section 9116 (aX1.1)(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% [72 P.S. Section 9116 (a)(1.1)(ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutosy requirements for dIsclosure of assets and filing a tax retum 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 0%[72 P,S. Section 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%, except as noted in 72 P.S. Section 9116(1.2) 172 P.S. Section 9116(8)(1)]
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. Section 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, whether by blood or adoption.
AT. .
REV-1502 EX + (1-97) <Il
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
21.04.0272
ALL REAL PROPERTY OWNED SOLELY CRAS A TENANT IN COMMON MUST BE REPORTED AT FAIR MARKET VALUE. Fair market value is defined as the price at
which property would be exchanged between a willing buyer and a willing seUer, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facls. REAL
PROPERTY WHICH IS JOINTL Y-OWNED WITH RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Real Estate, 1408 Walnut Bottom Rd, S. Middleton Twp, Cumberland County 147,000
2. Real Estate, (2) Lots 64,500
TOTAL (Also enter on line 1 Recaoitulation 211500
(If more space is needed, insert additional sheets of the same size)
.
~, Settlement Statement U.S. DepartmentolHouelng
Ind UrblIn Development T
\
OMB No. 2502.0285
B. Type of Loan
1.l8IFHA 2. 0 FmHA 3. D Cony. Unlns File Number Loan Number Mortgage Insurance Case Number
1'106804 pg2963SR
4. OVA 5. D Cony. Ins.
C. NOTE:ThIs form Is fumlshed to gIve you 8 statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marlted .p.o.c. were paid outslde of dosing; they are shown here for InformaUonal purposes and are not Included In the totall.
P~~~~,?:~,~,~SOF BORROWER:Steplranu. L' J.coIM
f;;:;;:'\;':,.<;-,::":~"r~: ,,::-,):':: '. ,."", . 90 Boxwood L.an';"C.,osle. PA 17013
E. NAME AND ADDRESS OF SELLER: Eag,. of Richard S. Snyder
1408 Walnut Bottom Rold, Carlisle, PA 17013
'F1;NAMEANOAODRESSOF LENDER: The Wa.hlngfon Savings Bank ,FSB
5115 East TrlndleRoed. Mech8l1/csburg; PA 17050
G.PROPERTY 1408 Walnut Bottom Road
lOCATION: e.",.,., PA 17013
:HtS~ENrAGENT: Fen.tennacher & AAOC/.,..
",PlA~E .OF:SETflEMENT: 5115 East Trlndle Rd; MeclMnl"""",, PA 17050
'TIN: 25-1t06'15
I. SET11.EMENT DATE: 0&1:10/2004 RESCISSION DATE:
J, SUMMARY OF BORR WER'S TRANSACTION K, SUMMARY OF SELLER'S TRA ACTION
i100.,GROSS AMOUNT DUE FROM BORROWER: 0400. GROSS AMOUNT DUE TO SELLER:
,10f.'CoilInIctSlIelPrlce . 401. Conlrtcl Slla Price 147 000.00
102.PftrIoneIP 402..........
<1q;;~l:I_dlalvealoborrowar: . '03.
: tlfmm':'~,14fl11\; $7,487.52
,,,. ,,,.
:105; '03.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
::'1Oll;.C/tytIcMnlaxel to 4Oll.CItyltownTaxes to
107.CountyTaxes 06/30/2004 10 01/01/2005 $137.64 407. CounlyTlIXel 06/30/2004 to 01/01/2005 $137.64
.-108.:AIMumItnts 06/30/2004 to 07/01/2004 $7.02 408. Aueaamen!I 06/30/2004 to 07/01/2004 $7.02
109. '09.
110. 410.
111. 411.
112.... 412.
120. GROSS AMOUNT DUE FROM BORROWER: $154,632.18 420. GROSS AMOUNT DUE TO SELLER: $147,144.66
;2QO~AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Depoa/t or eemat money $10,000.00 501. Exceu depoelt tseelnslructlon.\ $10,000.00
202.~rinc:IpIIM'lDUntolnewloan(.) $145,BOO.OO 502. SettlementchargHto....rllirMt 14001 $1,470.00
203. ExIstIng Ioan(I)taken IUbjectIo 503.ExIatI""a.-,.,.lIIkenlUbectto
204:~ 504.PlM'Iffofflf'llrnortawMloen
,... 505.p........oflllCOndmor1a.a.1oen
200. '03.
2<n. 507.
208. '03.
,.,. 509.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210.CIIy/Iowntaxu to 510. CilvIIown taxn to
211; CounIy taxes to 511.r....."""laxes to
212. Auelsmenll to 512.Aaseum8nta to
213.- 513.
214. 514.
215. 515.
218. 618.
217;, 617.
218. 618.
.219.- 519.
220. TOTAL PAID BYIFOR $155,800.00 520. TOTAL REDUCTIONS $11,470.00
BORROWER: IN AMOUNT DUE TO SELLER:
'300.-CASI:i AlSETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER
301. Gross 8mountdue from borrower (line 120) $154,632.18 601. Gross amount due to seller (lIne 420) $147,144.66
'302;L-.S 8fl'Iount paid bylfor borrower (line 220) $155,800.00 602. Less redudlon. In aml due seller (line 520) $11,470.00
303. CASH ( DFROM) ( ~TO) BORROWER: $1,161.82 603. CASH I o FROM) I ~TO) SELLER: $135,674.66
HUD-l (3-86) - RESPA, HB 4305.2
PAGEl
HlJO..1(Rft.3I8ll1 OMBNo.2SJ24285 .
SETTLEMENT CHARGES
700. TOTAl SALESlBROKER'S COMMISSION PAJD FROM PAID FROM
, BASED ON PRICE $J.47,OOO.00 0 _. BORROWER'S SELlER'S
, FUNDS FUNDS
DIVISION OF COMMISSION (UNE 700) AS FOLLOWS: AT AT
10'. . SETILEMENT SETTLEMENT
'01 .
703. .
"". .
705; CanwnluIonp8kl'llMlllcllnt
"'.
8
801. LalnorlslNlkln 1M " III ftae IrUhiagtoa Sa~ BaDt rSB
...""'- .. 10 2'b:..... ... . ..... ....
1lD3........1o: ",. .ual nz., IDe. $350.00
l104.Ctdraponto: .." $1.7.00
1lII5:......lnIpM:tIan,.. :!'hlI .... oa Sa"" . ..... ....
aos.~__~IMIO!'hlI"". s.. ..... ....
1ll71~r...na....~ S.~ BADk rSB
eoe. C~a.nt Tee to ~ $2$5.00
D. 7200cl Cut to Gee !'%aot $.22.00
810.
811.
o. M
101..1raruI1fom 01. 30/2004 10 07. 0J./2004 0 $25.UI*t $25.96
I02.~Nlnnctpr-....lar -.. ~t ~ 1lQ Ii u=.u DeY'lIJ.opIIaDt '2,J.54.7S
I03.Han~pr-....1or J..00rrs-1a Seat. I'az:m ( '482.00 P.O.C.I
lI04.FIDodinllnncllptlllUnfot ....
".
1001. HezMlInIInnI:e 3.001llOl'lllwO $40. 17 permonlh '120.5J.
1002.~kIIlnnce -0 ",-
10ll3.CM)'PRlI*tY.... ......0 ...-
1D04.COInyfl"lll'rt}'-. S.OOIlllllllhlO '22. 67permonlh '.1.13.35
tOll5.AlYuIIa_._u 3.00~. 'J.J.7.03perlllC:Wllh '35.1.09
1lllllJ.FloIIcI~ -0 ...-
1007. -0 ...-
,- -0 ...-
,- A9gre9ate Accountin9 Escrow Adjuatment ($225.2.1)
1101. 8eltIImnorclDtqIM Ia rmate.machu Ii .a..ocJ.at..
1102. AbtlrKtorlllll-a-. Icl
11113. TIl.-**larl1o
11G4.-TlllIIiwnnctblndlrla
1105.~~1II
110ll.NaC.y....1O
1107. Allomey'..... 11I
(h:Ulu *we..,. ,..,..;
11ll8..__1o J'm1ataz:::a.Qber ADd A..ooJ.at..
~*we"'""",; J.J.01.J.J.04
11Da.L.....-. '3.45, 84a. 00 I 'J.4S,800.00 I
1110. o.n.n '3.47,000.00 ( $.147,000.00 ,
1111. ~_b' J.OO 300 900
1112. Clo. Sezyioe JO.ttu
1113. Jlleat.l:oAta proCU.1.Dg r_
N
1201"~,,, .... $45.00 :~ '75.00 ,- '120.00
1202.C~~ .... '2,940.00:~ '1,470.00 '1,410.00
1203.m..~ .... ,-
,....
,...
o.
1301;&.v.r1o
1302.httlnll*;:llGnla
1303. 2004 Schoo1 :ra.- to ~ CMIpbe.1.1, Tax COllector 'J., 404. 32
'''''.
'3110.
'D.
'307.
1400. TOTAL SETTLEMENT CHARGES '7,487.52 'J.,470.00
I have C8fefu11y NVfewed IhlI HUD-1 Settlement Statement and 10 It. bat of my JmooMedg. and belief. It III a true III1d IICCUrate llalemenl of all *'IfptJ IIIllI dleblnementa made
onmyaa:ounlorbyme baoAclIon. IfurthercertllylhetlhwerecelVedacopyoltheHUQ..1 SettlementSlatemenL
""-' ...., s_~ ~~),.. '70(?>- ~O"t
~~ ~~
&tate of Rlch.rd B. Snyder
SMleror
''''''''''' Dole, ..- Data:
The HUD-1 Selllament Statement which I heve prepared II I Iru8 and accIJl'Ite -=ount of this IrInIlIclIon.
with thraatatemenL
00., Setllll'l1ent " Olte:
+ J. n R. Fenstermecher
WARNING; ItlllalmeloknowlnglylTllkefBlMll8lemenlllotheUnIlecIS1atuonlhiloranyother form Penallle8uponmnvlctloncanfndudeallneandlmprlson.
menL Fordal8llsaee: TIlle 18 U.S. CodeSeclIon 1001 and SecIIon 1010."_,,
.
HUD SETTLEMENT STATEMENT Page 1
This form is furnished to give you a statement of a:tual settlement costs. Amounts paid to and by the
settlement agent are shown. Items marked (POC) were paid outside closing and are not included in the
totals.
NAME OF BUYER: NAME OF SELLER:
Nelson L. Minich Estate of Richard B. Snyder
LENDER: LOArJ TYPE: TITLE INS. NO.:
PROPERTY LOCATION: SETTLEMENT AGENT: SETTLEMENT DATE:
Tracts Nos. 1 and 2, Plan Book 27, Page 97 WAYNE F. SHADE, ESQUIRE 26.Jul-2004
Walnut Bottom Road 53 WEST POMFRET STREET
South Middleton Township, PA CARLISLE, PENNSYLVANIA 17013
SUMMARY OF BUYER'S TRANSACTION: SUMMARY OF SELLER'S TRANSACTION:
100 GROSS AMOUNT DUE FROM BUYER: 400 GROSS AMOUNT DUE TO SELLER:
101 Contract sales price 64,500.00 401 Contract sales price 64,500.00
102 Personal property 402 Personal property 0.00
103 Settlement charges to buyer 403
. (from line 1400) 1,062.50 404
104 ADJUSTMENTS FOR ITEMS PAID
105 BY SELLER IN ADVANCE:
ADJUSTMENTS FOR ITEMS PAID 405 Countyllocal taxes
BY SELLER IN ADVANCE: 26-Jul.2004 to 31-Dec-2004 24.90
106 County/local taxes 406 School taxes
26.Jul.2004 to 31.Dec-2004 24.90 26.Jul-2004 to 30-Jun-2005 270.26
107 School taxes 407 Assessments
26.Jul-2004 to 30-Jun.2005 270.26 408
108 Assessments 409
109 420 GROSS AMOUNT DUE SELLER 64,795.16
110 500 REDUCTIONS IN AMOUNT DUE SELLER:
120 GROSS AMOUNT FROM BUYER 65,857.66 501 Payoff of first mortgage
AMOUNTS PAID BY OR FOR BUYER: 502 Payoff of second mortgage
201 Deposit or earnest money 20,000.00 503 Settlement charges to
202 Principal amount of loans seller (from line 1400) 936.78
203 Existing loans assumed 504 Existing loans assumed
204 505 Deposit or earnest money 20,000.00
205 506
CREDITS TO BUYER FOR CREDITS TO BUYER FOR .
ITEMS UNPAID BY SELLER: ITEMS UNPAID BY SELLER:
206 County/local taxes 507 County/local taxes
1.Jan.2004 to 26.Jul-2004 0.00 1-Jan-2004 to 26-Jul-2004 0.00
207 School taxes 508 School taxes
1.Jul.2004 to 26.Jul.2004 0.00 1.Jul.2004 to 26.Jul-2004 0.00
208 Assessments 509 Assessments
209 510
210 511
220 TOTAL AMOUNTS PAID 520 TOTAL'REDUCTIONS
BY OR FOR BUYER 20,000.00 IN AMOUNT DUE SELLER 20,936.78
300 CASH REQUIRED FROM OR PAYABLE 600 CASH TO SELLER
TO BUYER AT SETTLEMENT: FROM SETTLEMENT:
301 Gross amount due from buyer 601 Gross amount due seller
(from line 120) 65,857.66 (from line 420) 64,795.16
302 Less amounts paid by or for buyer 602 Less total reductions in amount
(from line 220) 20,000.00 due seller (from line 520) 20,936.78
303 CASH FROMjTO) BUYER: 45,85766 603 CASH TO (FROM) SELLER: 43,858.38
TAX PRO-RATION 26.Jul-2004
2004 COUNTY/LOCAL TAXES 2004.05 SCHOOL TAXES
BILL DUE: BILL DUE:
BILL PAID: 57.67 BILL PAID: 291.78
24.90 DUE SELLER 270.26 DUE SELLER
000 DUE BUYER 0.00 DUE BUYER --
.
SETTLEMENT CHARGES PAID BY PAID BY
BUYER SELLER
700 TOTAL REAL TOR'S COMMISSION % 0,00
Division of commission, as follows:
701 Listing agent:
702 Selling agent:
800 ITEMS PAYABLE IN CONNECTION WITH LOAN:
801 Loan origination fee % 0.00
802 Loan discount % 0.00
803 Application fee to
804 Aooralsal fee to
805 Credit report fee to
806 Lender's inspection fee to
807 Mortgage insurance fee to
808 Assumption/refinancing fee to
900 ITEMS LENDER REQUIRES BE PAID IN ADVANCE:
901 Interest for days @ 0.00
902 Mortgage Insurance oremium
903 Hazard insurance premium
904
1.000 RESERVES DEPOSITED WITH LENDER:
11)01 Hazard insurance per year
mos. t1l1 0.00 oer mo. . 0.00
1002 Mortgage insurance per year
mos. t1l1 0.00 oer mo. 0.00
1003 County/local taxes 58,85 per year
mos. t1l1 4.90 oer mo. 0.00
1004 School taxes 297.73 per year
mos,@ 24.81 oer mo. 0.00
1005 Assessments
mos.@ oer mo. 0.00
1100 TITLE CHARGES:
1101 Closing fee to
1102 Title search to Wayne F. Shade, Esguire 375.00
1103 Document oreparatlon to
1104 Notary fees to
1105 Attornev fees to Frev & Tilev POC
1106 Title insurance to Commonwealth Land Title 0.00
11 07 Lende~s coverage
1108 Owner's coverage
1109 Endorsement 100
1110 Endorsement 300
1111 Endorsement 710 .
1112 Endorsement 8.1
1113 Closing Service Letter to Commonwealth Land Title
1200 GOVERNMENT RECORDING AND TRANSFER CHARGES:
1201 Deed 42.50 Mortgage 42.50
1202 Release
1203 Stipuiation against liens
1204 Local transfer tax 1 %) 645.00
1205 PennsYlvania transfer tax (1 %) 645.00
1206
1300 ADDITIONAL SETTLEMENT CHARGES:
1301 Survey to
1302 Pest insoection fee to
1303 Water test to
1304 Water and sewer to
1305 Federai Exoress
1306 School real estate taxes to JUdy Campbell 291.78
1307 /'
1400 TOTAL SETTLEMENT CHARGES: - /"
(entered on lines 103 and 5030r7 ,// . 1,062.50 936.78
fA" Nt, LA ~ Z ~ A: ~ -h, ~^-r ~
NelsonT.'1\olil'lT~ - L- 'l ~ ~r{ Estate of Richard B. Snyder
.
217
REV.1503 EX+ (6-98) SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Richard B Snyder 21.04.0272
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Ferris Baker Watts, Inc
Agere Systems Inc,CI A(500 sh@3,78) 1,890
Ariba Inc(500sh@3.09) 1,545
Cycomm In!. Inc(200sh@0)
Eaton Vance Insd Muni Bd(1,000sh@14.68) 14,680
EIPaso Electric Co(102sh@14.19) 1,447
European Goldfields Ll DF(24sh@2.6428) 68
Gabriel Res Lld(250sh@1.05) 263
Newmont Mining Corporation (492sh@56.8) 27,946
Rite Aid Corporation(800sh@5.62) 4,496
Sequential Info Systems(Sagemark CO.)(3,000@2.7) 8,100
Sirius Satellite Radio (900sh@2.99) 2,691
Strategic Glova! Income Fd Inc(685.4186@15.16) 10,390
Waypoint Financial Corp(1207sh@25.45) 30,718
WorldCom Inc,WorldCom Grp(10,000sh@0)
TOTAL (Also enter on line 2 Recaoitulation I~ 104234
(If more space is needed, insert additional sheets of the same size)
_ _____ _u_+~____=___ ______ .... "'6'" .... ....... .L
.
(NYSE) U .S, Dollar
Date Price High Low Volume 2 Mlnlh (Daily) @BigCharts.com
3/4/04 3.78 3.83 3,72 10,971 ,200 3.75
3,50
3.25
No Splits 3.00
Get another quote any day allar 112/1970 Mar
1/2/1970 1mo 2mo 3mo 6mo ill ~ ~
Symbol: I Date: 103/0412004 [ ()lll
Copyright c 1998~2005 BiaCharts.com Inc. Historical and current
end..of-day data provided by FT Interactive Data.
I~ Reconstruction Reportl :;,=-1
Copyright C 2005 Cow Jones & Company,lnc. All Rights Re..rved
http://www.bigcharts,com/custom/wsjielwsjbb-historiCal,asp?symb=AGRA&cIose_ date=03", 01/03/05
- "'"'5'" J. V.l J.
.
(NASDAQ NM) U.S. 0011.,
Date Price High Low Volume 2 "",""h (DoUy) ~igCharts:.com
31~ 3.09 3,13 3,03 2,496.000 20
19
18
Splil-Adjusted Prica 19.31 AdJustmant F.cto, 0.16:1 17
Get Inothe, quote Iny day Ib, 1/2/1870 Mar
1/2/1870 1010 2010 3010 6010 .!YI: ;m ~
Symbol: l Date: I03l04t:1Q04 100 J
Copyright C 1988-2005 BiaChorts.com Inc. Hls10rlcallnd current
end"'Of-d8y data provided by FT Interactive Data.
Copyright C 2005 Cow Jon.. & Company.lnc, All Rights R....rvod
http://www.bigcharts,comlcustomlwsjie/wsjbb-historical,asp?symb=arba&close _ date=03%." 01/03/05
- ...-00-.......... ...
,
eomm Internationallne. (eVIl)
(OTHER OTC) U,S, Dollar
Date Price High low Volume 2 _ (OaOy) @BlgCharts.com
3/4104 0.00 0,00 0.00 5,512,000
No Splits ~
Get another quote any day aft8r 1/2/1970 Mar
1/2/1970 lmo 2mo 3mo Smo 1'l!: ;!yI: ~
Symbol: I .. Date: I03l041<!~04 . IQoJ
Copyright C 199&-2005 BiaCharts.eom Inc. Historical and current
ond-<>f-day cIota provided by FT Interactive Cala,
Copyright C 2005 Cow Jonos & Company, Inc, All Rights ReSOlVed
http://www,bigcharts,comlcustomlwsjieJwsjbb-historicaI,asp?symb=CYlI&sid=8630&cIose". 01/04/05
- - --Il;;I- - -- -
.
Eaton Vance Ins Mun Bd Fund (ElM)
(AMEX) U,S.Dollar
Date Price High Low Volume 2 "",..h (o.Oy) @BigCharts.com
314104 14.68 14.69 14.59 104,100 14.8
14.7
14.6
No Splits 14.5
14.4
Get another quote any day after 1/2/1970 Mar
1/2/1970 1mo 2mo 3mo 6mo ill ~ ~
Symbol: I Date: 10310412004... loaf
Copyright 0199&-2005 BiaCharts.com Inc. Historical and current
end-of-day d8ta provided by FT Interactive Data.
I~ Reconstruction Report ~"HEU I
to:, free .__
Copyright C 2005 Oow Jones & Company, Inc. All Rights Reserved
http://www,bigcharts,com/CUstom/wsjielwsjbb-historical,asp?symb=EIM&cIose_ date=03%." 01/03/05
- .......0'............... ...
-
EI Paso Electric Company (EE)
(NYSE) u.s. DoUar
Date Price High Low Volume 2 Mlnlh (0.1\<) @BigCharts.com
3/4/04 14.19 14.25 13.9 In.900 14.25
14.00
13.75
No Splits 13.50
13.25
Get another quote any day after 1/2/1970 t1.ar
1/2/1970 11110 21110 31110 6mo m ;!Y! ?Y!
Symbol: I Date: 103/0412004 IGaI
CopyrIght C 1998-2005 BiaCharts.com loc. Hlstoriclll and current
and-of-doy dolo providod by FT Interactive Data,
Copyright C 2005 Cow Jon.. & Compony,lne. All Rights R...rvod
http://www,bigcharts,com/custom/wsjie/wsjbb-historical,asp?symb=ee&close _date=03%2F., , 01/03/05
- ....-0............... ....
.
ewrnont Mng COrp Of Cda Ltd (NMC.T)
(fSX) Canadian Dollar
Date Price High low Volume 2_CDaily) @BigCharts:.com
3/4104 56.8 57.25 56.00 19,900
60
58
No Splits 56
..
Get another quote any day after 1/2/1970 Mar
1/2/1970 lmo 2mo 3mo 6mo 1.'Ir ~ ~
Symbol: I Date: 103l0:4f2~04 I<~o I
Copyright C 1998-2005 Ili<lCharts.com Inc. Hlslorlcaland currant
and-ol-doy dlIta ptOVidod by FT Intaractlve Data,
Copyright C 2005 Dow Jonas & Company, Inc. All Rights Ra..rvad
http://www,bigcharts,comlcustom/wsjielwsjbb-historiCal,asp?symb=nmc,t&sid=8630&clos", 01/04/05
- -
.
ite Aid Corporation (RADI
(NYSE) U.S,Dollar
Dale Price High Low Volume 2 Mlnlh (ll3i1y) @8igChillrts.com
314104 5.62 5.7 5.62 1.719.100
5.75
5.50
No Splits 5.25
Get another quote any day after 1/2/1970 Mar
1/2/1970 1mo 2mo 3mo 6mo ill :l}<r ~
Symbol: laim Date: I03l0~?OO4 IOof
Copyright C 1998-2005 BiaCharts.com Inc. Historical and current
e~y data provkted by FT Interactive Data.
I THE FUTURE OF ADVERTISING -
ONLINE
Copyright C 2005 Cow Jon.. & Company,lnc. All Rights Reserved
http://www,bigcharts,corn/custorn/wsjieiwsjbb-historical.asp?symb=RAD&close _ date=03%", 01/03/05
~ ....-0-.&........ ...
.
irius Satellite Radio Ine (SIRI)
(NASDAQ NM) U,S, Dollar
Date Price High Low Volume 2 Mlnlh (OIly) @BigCharts.com
3/4104 2.99 3.03 2,93 29,968,900 3.50
3.25
3.00
No Splits 2.75
Got another quote any day allar 1/2/1970 Mar
11211970 lmo 2mo 3mo 6mo ill ~ ~
Symbol: I Date: 10310412004 [OoJ
Copyright C 199&-2005 BiaCharts.com Inc. Historical and current
end-of-day data pi'ovldod by FT Intoractlvo Clla,
+1 tWO l~b IJ1lH
Report it now,
Copyrtght 02005 DowJon.. & Company,tne. All Rlghta Resorved
http://www,bigcharts,comlcustomlwsjielwsjbb-historical,asp?symb=SIRI&close _ date=03%", 01/03/05
- --0-........... ...
.
rategic Global Income Fund, Inc. (SGL)
(NYSE) u,s. eoll.,
Date Price High Low Volume 2 _ (Doily) @BigCharts.com
314104 15.16 15.19 15.05 19,200
15.25
15.00
No Splits 14.75
Get another quote any day .flBr 1/2/1970 Mar
11211970 1mo 2mo 3mo 6mo 1\'!: ~ ~
Symbol: I Date: IO:!t04t:!(J04 . l(joJ
Copyright C 1998-2005 BiaCharts.com Inc. Historical and current
end-of-clay datil provided by FT Interactive Data.
I 1HE FUTURE OF ADVERTISING -
ONLINE
Copyright C 2005 Cow Jon.. & Company, Inc. All Rights R...rvad
http://www.bigcharts,com/custom/wsjielwsjbb-historiCal,asp?symb=sgl&sid=8630&close _ d", 01/03/05
~ -- - .l."a.!S1li:l .1 Vl .1
.
aypoint Finl Corp (WYPT)
(NASDAQ NM) U,S.Dollar
Date Price High Low Volume 2 Mlnth (Daily) $8igCharts.com
314104 25.45 25,5 25.06 47,700 27.0
26.5
26,0
No Splits 25.5
25.0
Got another quota any day aflllr 11211970
11211970 lmo 2mo 3mo 6mo .m ~ ?l'!:
Symbol: I Date: 10310412004 !()O,f
Copyright C 1998-2005 B1aCharts.com Inc. Historical and current
end-of-day <illta provtded by FT Interactive Data.
I THE FUTURE OF ADVERTISING -
ONLINE
Copyright C 200S Cow Jon., & Company, Inc. An Rights R'solVed
http://www,bigcharts,comlcustomlwsjielwsjbb-historical.asp?symb=wypt&close _ date=03%,, , 01/03/05
- - --- ---- -- ....-0-......... .,
-
\\is,} THE Wi\LL STREET ,JOURNAL. ' rticle Search Quotes & I
a
.f'OIll - , - - /") /-.,/ !... I N f - -, - -,
@ Symbol(,
U.S, Markell
.~.,,' ^~'" , 6fe.+ fhe. C InJ
,t: #!at look IJO" ..... ~.ew.t.k ~ 011 afMod' fMM"J ~
APPLY FOR THE REWARDS GREEN CARD"
QUOTES & NEWS COMPANY RESEARCH Hel
Quote
Valuations and Ratios ......................................................................................................
Stock Charting
Induatry Comparison QUOTE WorldCom Inc.-WorldCom Group (WCOEQ)
News
Press Releases
COMPANY PROFILE 07f29t02 4:00 p.m, Eastern NASDBB Go to Stock Chartifl!
Kay Facts
Exacutives Last Change % Change
FINANCIALS 0.25 0.06 28.95% We 31'1 unable to fir
Quarterly Eamings symbols _ching
Quarterly Cash Flow Open High Low
Quarterly Balance Sheet 0.21 0,25 0.20 your request
Annual Earnings
Annual Cash Flow
Annual Balance Sheet Bid Ask Prior Day's Close ------.---
Margins and Returns N1A N/A 0.25
ANALYST RATINGS Volume Avg. Vol. 10 Day Avg. Monthly Vol,"
Eaminos Estimates
309,587,900 - -
RESEARCH REPORTS
Free & Premium Research Prior Day's Volume 52-Week High 52-Week Low
309,587,900 n.a. n.B.
WEs RESOURCES U.S, slock prices on NYSE and AMEX are delayed 20 minutes or more, Nasdaq prices are delaye
SEC Filings more.
WCOEQ Web Site . 3 months
Annual Reports
Stock Data
Find UtItClon Ratings & Estimates more
InforrnlI on Market Cap
this compeny at Mean Recommendation 3,50 Earning Consensus Sn.a. (MIl)
(1 = Strong Buy, 5 = Strong Sell) Estimate
Stock Data, Short IntereSt and Ratings & Estimates tables reflect U,S. PIE Ratio
exchange data. Dividend Yield
TRADING CENTER An Advertising FeabJre Latest
Dividend
Date of Last
Dividend
Last Stock
Spilt
Portfolio Date of Last
Setup Center Spilt
Discussions Shares
Site Map Outstanding
(Mil)
Help Public Float
Contact Us (Mil)
Log Out All data updated daily
markets open.
http://online,wsj ,comlmdslcompanyresearch-quote,cgi?route=BOEH&template=company_r", 01/04/05
217.., .~ REV-1500 OFFICIAL USE ONLY
~EVl1500 EX (6-0a) COMMONWEALTH OF
. PENNSYLVANIA
DEPARTMENf OF REVENUE INHERITANCE TAX RETURN 21.04-0272
DEPT. 280601 FILE NUMBER
HARRISBURG, PA 17128,0601 RESIDENT DECEDENT
COUNTY CODE 'EAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I- Richard B Sn der 202-02.4708
z DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
w THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
C
W 2/4/2000 11/21/2027 REGISTER OF WILLS
u
w (IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C
j!! o 1. Original Return o 2. Supplemental Return 03. Remainder Retum (date Of death pror to 12013-B2)
,,~ D 4. Limited Estate D4a. Future Interest Compromise (dale of death after 12-12-82) D 5. Federal Estate Tax Return Required
".."
~~g
~..~ [K] 6. Decedent Died Testate (Attach copy of Will) D 7. Decedent Maintained a living Trust (Attach copy of Trust)
"tm 8. Total Number of Safe Deposit Boxes
c D 9. Litigation Proceeds Received 010. Spou$al Poverty Credk (da!e of death belween 12031091 and 1.10951 011. Election to tax under Sec. 9113(A) (Attach Sch 0)
_P"'~'''''f'' ' ~~~""''' f' ~ 0 "<J ? ~"" m " > :;~~~....,"" ~ ,~, '" "'<' ~1!CI:
I- '~~li\". ,,}.ft. ","".'_t ,',. ,"~ _\t" ,. b "' . " " >~ ,<"w"", ,
z NAME
w COMPLETE MAIUNG ADDRESS
c 5 South Hanover Street
z Robert M. Fre
~ FIRM NAME (If Applicable) Carlisle PA 17013
3l
0:
0:
0
U
1. Real Estate (Schedule A) (1) 211,5000 OFFIC~ USE ONLY
=
"'''' ~
Co c.n ,TJ
2. Stocks and Bonds (Schedule B) (2) 104,234 :C,:::n ,- (:J
f,~> "-r.:J ):..", c.:>
(3) NONE ~'!~1~ ...."'" ;-rJ
3. Closely Held Corporation, Partnership or Sole-Proprietorship -~
t.;:::,I
I :'1'-1
4. Mortgages & Notes Receivable (Schedule D) (4) NONE -.J <:J
5. Cash, Bank Deposits & Miscellaneous Personal Property (JC) -" C)
135222 ,-,e) '11 I -'-.1
(Schedule E) (5) , ::')C~~ -"- - -T'"1
.'.- ...,..., )
6. Jointly Owned Property (Schedule F) (6) NONE .-:<::::j i.....) :-""1
z Dseparate Billing Requested ::c;: 1'.-> C)
0 -n
;:: U)
:5 7. InterNivos Transfer & Miscellaneous Non-Probate Property 33,446
::> (Schedule G or L) (7)
t:
..
.. 8. TOTAL GROSS ASSETS (total Lines 1-7) (8) 484,402
U
w
0: 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 41,661
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) :10) 8,373
11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 50,034
12. NET VALUE OF ESTATE (Line 8 minus Une 11) (12) 434,368
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J) (13) 43,437
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 390,931
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
Z rate ,or transfers under Sec.9116 (a)(1.2) x .0 - (15)
0
;:: 16. Amount of Line 14 taxable at lineal rate ,0
;! X - (16)
::>
..
:E 17. Amount of Line 14 taxable at sibling rate 380,931 x .12 (17) 45,712
0
u
S 18. Amount of Line 14 taxable at collateral rate 10,000 x ,15 (18) 1,500
19. Tax Due (19) 47,212
200
V-
217 Richard B Snyder 202.02.4708
Decedent's Complete Address:
STREET ADDRESS
CITY ISTATE IZIP
Carlisle Pa 17013
Tax Payments and Credits:
,. Tax Due (Page 1 Line 19) (1) 47,212
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 15,036
C. Discount 791
Total Credits (A+ B + C) (2) 15,827
3. InteresUPenaJty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3) 121
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Cheek box on Page 1 Line 20 to request a refund (4)
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 31,506
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 31,506
.~,;;;rs"~~~~i~2:~~~~~~:"g~':~~~i'~~i~~!~'n
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
,. Did decedent make a transfer and: Ves No
a. retain the use or income of the property transferred; D 0
b. retain the right to designate who shall use the property transferred or its income; D 0
c. retain a reversionary interest; or D 0
d. receive the promise for life of either payments, benefits or care? D 0
2. If death occurred after December 12, 1982,did decedent transfer property within one year of death D 0
without receiving adequate consideration?
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 0
4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which
contains a beneficiary designation? 0 D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT MJ PART OF THE RETURN,
DATE
1'- 7-2.0?
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ,/
~- fn, '-WI /_ ",,;(Qb:;
ADDRESS
5 South Hanover Street, Carlisle PA 17013
,'~'ii;,~,,'~<;~:;>~;';;:;&~):~b!~~~,iio>{;;(iU;/rt:_~j~)"h/;;~'_~~J~1i~~;i'Vj;~,,~~ff~tit,*~f,:;~~~1;j~i';~<-"~::': !
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 3%
[72 P.S. Section 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% [72 P.S. Section 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 retum 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,
Of a stepparent of the child is 0%172 P.S. Section 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%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 91 16(a)(1)].
The tax rate imposed on the net value of transfers to or fOf the use of the decedent's siblings is 12% [72 P.S. Section 9116(a){1.3)] .A sibling is defined, under Section 9102, as an
individual who has atleasl one parent in common with the decedent, whether by blood or adoption.
AT, .
REV-1502 EX + (1-97) <Il
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
21.04.0272
ALL REAL PROPERTY OWNED SOLELY OR AS A TENANT IN COMMON MUST BE REPORTED AT FAIR MARKET VALUE. Fair market value is defined as the price at
which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. REAL
PROPERTY WHICH IS JOINTLY -OWNED WITH RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Real Estate, 1408 Walnut Bottom Rd, S. Middleton Twp, Cumberland County 147,000
2. Real Estate, (2) Lots 64,500
TOTAL (Also enter on line 1 Recaoitulation 211500
(If more space is needed, insert additional sheets of the same size)
.
~, Settlement Stetement u.s. Department of H=2jr
and Urben Development .
\ r
OMS No. 2502-02e5
B. Type of Loan
,. ~FHA 2. 0 FmHA 3. 0 Conv. Unlns File Number Loan Number Mortgage Insurance Case Number
P106804 PP2J63BR
4. OVA 5. 0 Cony. Ins.
C. NOTE:This form Is furnished to give you a statement of actual aetllement costs. Amounts paid to and by the settlement agent are shown.
Items marked "p.D.C" were paid outside of closing; they are shown here for Informational purposes end are not included In the totals.
B~\~~,~~:~~~ESS,OF,BORROWER: S"""'us L'~,
;;'''.'\''l'~~;~.__ ,:, ;-',; - 580SaJiWoodLMI..J:.rll.,., PA17013
E. NAME AND ADDRESS OF SELLER: enn. of Richard B. Snyder
1408 We/nut Bottom Road. Carlisle, PA 17013
~r.~EAND ADDRESS OF LENDER: The Wuhlngton Savin". Bank FSB
5115 East TrlndleRwd. IfechsnlCsbulTI; PA 17050
G. PROPERTY 140S W8lnut Bottom ROIId
LOCATION: Carllale, PA 11013
,Hi~~ENr-AGENT: Fen_rmacher & AuocJatu
. ".PLA9EOF:SEJTl!=MENT:; 61111 Eas' Trlnrlle Rd. ItechanlC5burv,' PA 17050
:'TlN: .25-1_815
I. SETTLEMENT DATE: OlllW2OO4 RESCISSION DATE:
J, SUMMARY OF B RROWER'S TRANSACTION K, SUMMARY F SELLER'S TRANSACTION
t100.,GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
.10LCotlInIctSalelPrlce <"7 401. ContractSilesPrlce 147 000.00
102.PersonIlIProoertv 402. Per'8OO8l
'1q~,,;,~II.cNrgealobcwrowar. '03.
.,........,- $7,487.52
104. '04.
:106; 406.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
-:'1De,.cItyilown1Mel 10 <408.CItyllownT_ to
107. County Taxes 06/30/2004 10 01/01/2005 $1.37.64 407. CountyT_ 06/30/2004 10 01./01./2005 $1.37.64
108.~AaIeuments 06/30/2004 to 07/01./2004 $7,02 408.~ 06/30/2004 to 07/01./2004 $7.02
'09. '09.
,'110. 410.
111. 411.
112,... 412.
120. GROSS AMOUNT DUE FROM BORROWER: $1.54,632.18 420. GROSS AMOUNT DUE TO SELLER: $147,144.66
-2QO;:AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. 0ep0IIt or eameat money $10,000.00 601. Exceud8DOlil ('"Inllrucll~ $1.0,000.00
202.Pl1ncIpaI amlllI'lI: of new 1OIn(1) $145,800.00 502. SetlIement chII.... III lelternln. 1400) $1,470.00
203. EldstIng 108n(1) takenlUllf8ctlo 503. ExIdnnloanf.I takllllUbIlIcl:lo
204~^ 504. PavolfofMt "'"
205. 505. Payoft' or ucond mortmKle lOIn
200. "'.
,.7. 007.
:lOll. ....
,... ....
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. Cltyllown IaxeI to 510. CRvltown texel to
211;ComtylPH to 511. CountvtexH to
212. Aueumente 10 512. AlHllmentI to
213.- 513. .
214. 514.
215. 515.
218. 518.
217,';- 517.
218. 518.
21f1. 51D.
220. TOTAL PAID BYIFOR $155,800.00 520. TOTAL REDUCTIONS $11,470.00
BORROWER: IN AMOUNT DUE TO SELLER:
'300,-CAS~ At SETTLEMENT FROMITO BORROWER: 600. CASH AT SETfLEMENT TOIFROM SELLER
301. Gross amount due from borrower (line 120) $154,632.18 601. Gross amount due to seller (line 420) $147,144.66
'302.' L8.e lITlount pak;l, bynor borrower (line 220) $155,800.00 602. Leu redudlons In amt due seller (line 520) $11,470.00
303. CASH ( DFROM) ( ~TO) BORROWER: $1,161.82 603. CASH ( DFROM) ( ~TO) SELLER: $135,674.66
HUD.l (3-86) - RESPA, HB 4305,2
PAGEl
HUD-1(Rw.!IlIII1 OMBNo.2SCR.o2lS5 .
SElTLEMENT CHARGES
700. TOTAL SALES/BROKER'S COMMISSION PAID FROM PAID FROM
, BASED ON PRICE '147,000.00 . ,. BORROWER'S SElLER'S
, FUNOS FUNDS
DIVISION OF COMMISSION (UNE 700) AS FOLLOWS: AT AT
701. . SETIlEMENT SElTLEMENT
,02. .
",. .
"" .
'705.:~_..........
700.
N
8CI1.o.nClllglNUonr. 'llo \1:1 !l'ZIe WaaJzi.ngtOJ!; s....ing. bilk J'BB
.............. 'llo 10 ftutlt'u "" S. .... FSS
llD3.AAnI"'r.IO:_ ... A ai..1J'J.J:Ill x.ac, '350.00
804.CNIII~1o: "'" '17.00
IIO!I:L....lnIpcllonfM,ftz. So. .... FSS
llllB.MoIl;tgIlnMnrallppllclUonfH\I:I!2le Ira OJ!; s..... . """" FSS
807..........,..' ftze ~0lI B....~ a.a.t J'BB
llO8. C~l:ment r.. to :t"Wlrb '255. 00
D. nClOd Cert CO Qeo !'r.at '22.00
".
811.
A :
flD1;1nIwut1rom 06/30/2004 . 07 01 2004 . $25. 961drt '25.96
802.~~Pf'I\lkmrcr IIIlII. to Depl!: ~ 1lQ , U%b.tD De'ral~t: '2,154.15
IlO3. """'lnMnraprwllUni'ar 1.00......10 State.ru:. ( '462.00 P.O.c.)
l104.FlDodlnllnrlctprllllUnror ...
".
1001. HaIrd lnIInn:e 3. 00 monlhI Q '40.11~manlIl '120.!U
1l1l12.MartoIlII__ .... . "'....
10D3.~pl1lpIItJ'.... .... . ........
1llD4.CoIftyprop.ty.... 5.00rnonlhlQ '22. 61pwllllllllh '113.35
101l5.Amu.la--.u 3.00--._ '1J7.03,..manlIl '351.01
lDOll.Fklod__ -. ....-
'001. ..... . ....-
,- .... . ....-
.... A9qreqate Accounting Escrow Adjustment tW5.21}
T
1101.SItlI..wardollr1gr.lonc.cemaaher, b.oa.t.t..
1102.AbMrIoclar"'~1o
1103.TllIe........,1o
1104.,TIIe__blncllrlD
1105.~~\I:I
1101. Ng'-ryr.. 10
1107.~,..1O
llnakldM--.n.m.~
1108.~"""'1D reuta.aaacher and ~.ooJ..t..
..........~: 1101-1104
110l1.1AncIIr'.~ $145,840.00 I $J4.',800.00 I
,111o.OwnIr'. '147,000.00 ( '147,000.00 )
1111. .&'Ddc>>:'._c. 100 300 900
1112. ClCNI Berria. 1.ettu
1113. EleatroAta .Proa_.ing r_
1 R A
1201._~r.. "" '45.00 :~ $15.00 :R...... '120.00
1202.~~ "" ,294D.DO:MonclIp $1,410.00 '1,410.00
1203............ "" ,-
""
,""-
13
13D1,~1O
1302.PMtlnlpecllanta
1303. 2004 Scboo.1 Tax to JacV' C'aIpbe.11, :l'ax COllector '1,404.32
"".
''''''
,...
"",.
1400. TOTAL SETTLEMENT CHARGES ;7,481.52 '1,410.00
I have carefully rwfewed the HUD-1 Settlement SUtement and 10 the but of my knowledge and beIef. JIll IlnJe and ICCUlltlltltement of III rwce/pll1I'Id dlllburHrnenta mllde
onmylCCOUl'llorbyme 1rIn1ldlon. IfwtherClrilrylhlllhlvltrecelVecllcopyoflheHUD-1 SetllementSIltemenL
"""- - ~::~ ~-),... '70. ( f.. _ J4;:4 0Jt
Stoph. Estate of Richard S. Snyder
SeuMor
B"",,"", 01.: Ag- 0118:
TheHUD-1Set11emlll'ltSlllemenlwhlchlhaveP"l~lIIlln1elndlCalJllellCOllUntofthlstrlnslcUon.lhIYI or;H cause Ihefunda10 bedlaburledlnacc:ordlnee
w1lhthl.,Iaternent.
Date: Settlement Date:
WARNING: It III. CfIme 10 knowingly make false statements 10 the United S1ales on Ihla or any olher 1l~~1ar J. hn R. Fenstermacher
PenalUlI upon convk:llon can lncIud..nneandlmpr1l1On-
menL FordelallllH: TIlle 18 U.S. Code Section 1001 and Sec:IIon 1010. "
HUD SETTLEMENT STATEMENT Page 1
This form is furnished to give you a statement of a:tual settlement costs. Amounts paid to and by the
settlement agent are shown. Items marked (POC) were paid outside closing and are not included in the
totals.
NAME OF BUYER: NAME OF SELLER:
Neison L.. Minich Estate of Richard B. Snyder
LENDER: LOArJ TYPE: TITLE INS. NO.:
PROPERTY LOCATION: SETTLEMENT AGENT: SETTLEMENT DATE:
Tracts Nos. 1 and 2, Plan Book 27, Page 97 WAYNE F. SHADE, ESQUIRE 26-Jul-2004
Walnut Bottom Road 53 WEST POMFRET STREET
South Middleton Township, PA CARLISLE, PENNSYLVANIA 17013
SUMMARY OF BUYER'S TRANSACTION: SUMMARY OF SELLER'S TRANSACTION:
100 GROSS AMOUNT DUE FROM BUYER: 400 GROSS AMOUNT DUE TO SELLER:
101 Contract sales price 64,500.00 401 Contract sales price 64,500.00
102 Personal property 402 Personal property 0.00
103 Settlement charges to buyer 403
. (from line 1400) 1,062.50 404
104 ADJUSTMENTS FOR ITEMS PAID
105 BY SELLER IN ADVANCE:
ADJUSTMENTS FOR ITEMS PAID 405 County/local taxes
BY SELLER IN ADVANCE: 26.Jul.2004 to 31.Dec.2004 24.90
106 County/local taxes 406 School taxes
26.Jul-2004 to 31.Dec.2004 24.90 26-Jul-2004 to 30-Jun.2005 270.26
107 School taxes 407 Assessments
26-Jul.2004 to 30.Jun.2005 270.26 408
108 Assessments 409
109 420 GROSS AMOUNT DUE SELLER 64,795.16
110 500 REDUCTIONS IN AMOUNT DUE SELLER:
120 GROSS AMOUNT FROM BUYER 65,857.66 501 Payoff of first mortgage
AMOUNTS PAID BY OR FOR BUYER: 502 Payoff of second mortgage
201 Deposit or earnest money 20,000.00 .503 Settlement charges to
202 Principal amount of loans sel/er (from line 1400) 936.78
203 Existing loans assumed 504 Existing loans assumed
204 505 Deposit or earnest money 20,000.00
205 506
CREDITS TO BUYER FOR CREDITS TO BUYER FOR .
ITEMS UNPAID BY SELLER: ITEMS UNPAID BY SELLER:
206 County/local taxes 507 County/local taxes
1.Jan-2004 to 26-Jul-2004 0.00 1.Jan.2004 to 26.Jul.2004 0.00
207 School taxes 508 School taxes
1.Jul.2004 to 26-Jul-2004 0.00 1.Jul-2004 to 26.Jul-2004 0.00
208 Assessments 509 Assessments
209 510
210 511
220 TOTAL AMOUNTS PAID 520 TOTAL'REDUCTIONS
BY OR FOR BUYER 20,000.00 IN AMOUNT DUE SELLER 20,936 78
300 CASH REQUIRED FROM OR PAYABLE 600 CASH TO SELLER
TO BUYER AT SETTLEMENT: FROM SETTLEMENT:
301 Gross amount due from buyer 601 Gross amount due sel/er
(from line 120) 65,857.66 (from line 420) 64,795.16
302 Less amounts paid by or for buyer 602 Less total reductions in amount
(from line 22Dl. 20, ODD. DO due sel/er (from line 520) 20,936.78
303 CASH FROM (TO) BUYER: 45,857.66 603 CASH TO (FROM) SELLER: 43,858.38
TAX PRO-RATION 26.Jul.2004
2004 COUNTY/LOCAL TAXES 2004.05 SCHOOL TAXES
BILL DUE: BILL DUE:
BILL PAID: 57.67 BILL PAID: 291.78
24.90 DUE SELLER 270.26 DUE SELLER
0.00 DUE BUYER 0.00 DUE BUYER
---
SETTLEMENT CHARGES PAID BY PAID BY
BUYER SELLER
700 TOTAL REAL TOR'S COMMISSION % 0.00
Division of commission, as follows:
701 Listing agent
702 Selline aeent
800 ITEMS PAYABLE IN CONNECTION WITH LOAN:
801 Loan orieination fee . % 0.00
802 Loan discount % 0.00
803 Application fee to
804 Appraisal fee to
805 Credit reoort fee to
806 Lender's inspection fee to
807 Mortgage insurance fee to
808 Assumption/refinancing fee to
900 ITEMS LENDER REQUiRES BE PAID IN ADVANCE:
901 Interest for days l!ll 0.00
902 Mortgage insurance oremium
903 Hazard insurance premium
904
1.000 RESERVES DEPOSITED WITH LENDER:
1001 Hazard insurance per year
mos.l!ll 0.00 oer mo. . 0.00
1002 Mortgage insurance per year
mos.l!ll 0.00 oer mo. 0.00
1003 County/local taxes 58,85 per year
mos.@ 4.90 per mo. 0.00
1004 School taxes 297.73 per year
mos.@ 24.81 per mo. 0.00
1005 Assessments
mos.l!ll permo. 0.00
1100 TITLE CHARGES:
1101 Closing fee to
1102 Title search to Wayne F. Shade, Eseuire 375.00
1103 Document preparation to
1104 Notary fees to
1105 Attornev fees to Frev & Tilev POC
1106 Title insurance to Commonwealth Land Title 0.00
1107 Lenders coveraee
1108 Owners coverage
1109 Endorsement 100
1110 Endorsement 300
1111 Endorsement 710 .
1112 Endorsement 8.1
1113 Closing Service Letter to Commonwealth Land Title
1200 GOVERNMENT RECORDING AND TRANSFER CHARGES:
1201 Deed 42.50 Mortgage 42.50
1202 Release
1203 Stipulation against liens
1204 Local transfer tax (1 %) 645.00
1205 Pennsylvania transfer tax (1%) 645.00
1206
1300 ADDITIONAL SETTLEMENT CHARGES:
1301 Survey to
1302 Pest inspection fee to
1303 Water test to
1304 Water and sewer to
1305 Federal Express
1306 School real estate taxes to Judv Campbell 291.78
1307 "
1400 TOTAL SETTLEMENT CHARGES: ~ /'
{enter~ on lines 103 and 50;w7 .// - 1,062.50 936.78
ff/L~M ~ Z~A ~ ~ h, "-';'..u.,.- ~
Nelson' L'1VJi I - L. ' l- -'( Estate of Richard B. Snyder
-
.
217
REV.1503 EX+ (6-98) SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Richard B SnYder 21.04.0272
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1, Ferris Baker Watts, Inc
Agere Systems Inc,CI A(500 sh@3,78) 1.890
Ariba Inc(500sh@3,09) 1.545
Cycomm Int. Inc(200sh@0)
Eaton Vance Insd Muni Bd(1,000sh@14.68) 14,680
EIPaso Electric Co(102sh@14.19) 1,447
European Goldfields Ll DF(24sh@2.6428) 68
Gabriel Res Lld(250sh@1.05) 263
Newmont Mining Corporation (492sh@56,8) 27,946
Rite Aid Corporation(800sh@5,62) 4,496
Sequential Info Systems(Sagemark CO.)(3,000@2,7) 8,100
Sirius Satellite Radio (900sh@2.99) 2,691
Strategic Glovallncome Fd Inc(685.4186@15.16) 10,390
Waypoint Financial Corp(1207sh@25.45) 30,718
WorldCom Inc,WorldCom Grp(10,000sh@0)
TOTAL (Also enter on line 2 Recaoitulation $ 104234
(If more space is needed, insert additional sheets of the same size)
- -- --- ------+-~-= --- ------ ....-0................ ...
.
(NYSE) U.S. Dollar
Date Price High Low Volume 2 Month (OIly) @BigCharts.com
3/4104 3.78 3,83 3,72 10,971,200 3.75
3,50
3.25
No Splits 3.00
Get another quote any day after 112/1970 Mar
1/2/1970 lmo 2mo 3mo Smo 1.1'!: ~ ~
Symbol: l Date: 103/04/2004 IGol
Copyright C 199&-2005 BiaCharts.com Inc. HIstorical8nd current
end-of-d8y data provkled by FT Interactive Data.
I~ Reconstruction Report ~tHERE I
lW 3 free linn
Copyright C> 2005 Dow Jones & Company, Inc. All Rights R...rved
http://www,bigcharts,comlcustomlwsjieJwsjbb-historiCal,asp?symb=AGRA&c1ose _ date=03... 01/03/05
- "'U,6"'.l V.l.l
-
(NASDAQ NM) U,S. Dollor
Date Price High Low Volume 2 _ (CoUv) @BigCharts.com
314/04 3.09 3.13 3,03 2,496.000 20
19
18
Splll-Adjustod Price 19.31 Adjustmonl Foetor 0.16:1 17
Get another quote any day after 11211970 Mar
1/2/1970 lmo 2mo 3mo 6mo !I'! ~ ~
Symbol: [ Date: IQ3/04l2Q04 IGoJ
Copyright C 1998-2005 BiaCharts.com Inc. Historiall and CUlTent
end-of-day data provided by FT Interactive Data.
Copyright 0 2005 Dow Jon.. & Company,lne. All Rlghlo Ro..rved
http://www,bigcharts,COmlcustomlwsjie/wsjbb-historicaI,asp?symb=arba&close _ date=03%", 01/03/05
- ...-e................ ...
eomm Internationallne. (eVIl)
(OTHER OTC) U,S, Dollar
Date Price High Low Volume 2 M>nth (o.Dy) @8igCharts.com
314/04 0.00 0.00 0.00 5,512,000
No Splits ~
Get another quote any day.fter 112/1970 Mar
1/2/1970 lmo 2mo 3mo Smo .W: ~ ~
Symbol: I Date: I03/04l2~~ . IGol
Copyright C 19lJ8.2005 BiaCharts.com Inc. Historical and current
end-of-day dlIta provided by FT Interactive Data.
Copyright 0 2005 Cow Jon.. & Company, Ine. All Rights Reserved
http://www,bigcharts,com/custom/wsjielwsjbb-historical,asp?symb=CYIl&sid=8630&cIose", 01/04/05
- -ntJ-_~__
.
aton Vance Ins Mun Bd Fund (ElM)
(AMEX) U,S.Oollar
Date Price High low Volume 2 ""'rth (o.Dy) @8igCharts.com
3/4104 14.68 14,69 14.59 104,100 14.8
14,7
14.6
No Splits 14,5
14.4
Get another quote any day after 1/2/1970 Mar
1/2/1970 1mo 2mo 3mo 6mo ill ~ ~
Symbol: I Date: 103/0412004 ... 100 I
Copyright 0 1998--2005 B1aCharts.com Inc. Historical and current
end-<>f-day dam provided by IT Interactive Oala,
~~ Reconstruction Report I ==-1
Copyright e 2005 Cow Jon.. & Compo ny, Ino. AD Rights Re..oved
http://www,bigcharts,comlcustomlwsjieJwsjbb-historical.asp?symb=EIM&cIose _ date=03%,, , 01/03/05
- .......0-... "'... ...
I Paso Electric Company (EE)
(NYSE) u.s. Dollar
Date Price High Low Volume 2 tvbnth (Daily) @8igCharts.com
314104 14.19 14.25 13,9 177,900 14.25
14.00
13.75
No Splits 13,50
13.25
Get another quote any day after 1/2/1970 Mar
11211970 11110 21110 31110 61110 nor ~ fu
Symbol: I Date: 103/0412004 IGO I
Copyright C 1998-2005 BioCharts.com Inc. Historical and current
end-of-<lay data provided by FT Interactive Data,
Copyright C 2005 Cow Jones & Compeny, Ine, All Rights Reserved
http://www,bigcharts,comlcustomlwsjielwsjbb-historical,asp?symb=ee&close _ date=03%2F". 01/03/05
- ....-0-........... ...
wmont Mng COrp Of Cda Ltd (NMC.T)
(TSX) Canadian Dollar
Date Price High low Volume 2_CllaUy) @BigCharts.com
3/4104 56.8 57.25 56.00 19,900
60
58
No Splits 56
.
Get another quote any day aft&r 1/2/1970 Mar
1/2/1970 1OlO 2OlO 3OlO 6OlO ill ~ ~
Symbol: I Date: 103lO:4f2~04 IGO)
Copyright C 1888-2005 BiaCharts.com Inc. Hlstarlcoland currant
end..gf-dlly data provided by FT Interactive Data.
Copyright C 2005 Dew Jon.. & Company, Inc. All Rights Raserved
http://www,bigcharts,comlcustomlwsjielwsjbb-historicaI,asp?symb=nmc,t&sid=8630&clos", 01/04/05
- -
ite Aid Corporation (RAD)
(NYSE) U,S. Dollar
Date Price High Low Volume 2 Mxch (Doily) @BigCharts.com
3/4104 5.62 5.7 5,62 1.719,100
5.75
5.50
No Splits 5.25
Get another quote any day after 1/2/1970 Mar
1/2/1970 lmo 2mo 3mo 6mo ill ~ ~
Symbol: laim Date: I03lO4l?OO4 lOaf
Copyright C 1998-2005 BiaCharts.com Inc. Historical and current
end-of.ctay data provided by FT Interactive Data.
I THE FUTURE OF ADVERTISING -
ONLINE
Copyright 0 2005 Cow Jon.. & Compllny, Inc. All Rights Resorved
http://www,bigcharts,com/custom/wsjieiwsjbb-historical,asp?symb=RAD&close _ date=03%", 01/03/05
~ .......0-............ ...
.
Irlus Satellite Radio Inc (SIRI)
(NASDAQ NM) U.S, Dollar
Date Price High Low Volume 2 _ (OoDy) @BigCharts.com
314104 2.99 3.03 2,93 29,968,900 3.50
3.25
3,00
No Splits 2.75
Get another quote any day after 1/2/1970 Mar
1/2/1970 lmo 2mo 3mo 6mo ill ~ ~
Symbol: I Date: 103l0412()04 IGoJ
Copyright C 1998--2005 BiaCharts.com Inc. Historical and current
enc;k)f-.day data provided by FT Interactive Oata.
+ 1 ~H)O J8H 14!H
Report it now,
Copyright 0 2005 Dow Jon.. & Compony, Ino. All Rights Reserved
http://www,bigcharts,comlcustomlwsjielwsjbb-historical,asp?symb=SIR1&close _ date=03%,., 01/03/05
- --o-~........
.
rategic Global Income Fund, Inc. (SGL)
(NYSE) U,S.Dollar
Date Price High Low Volume 2 Mlnth (Diily) @8igCharts.com
314/04 15.16 15.19 15,05 19,200
15.25
15.00
No Splits 14.75
Get another quote any day lifter 1/2/1970 Mar
1/2/1970 lmo 2mo 3mo 6mo ill ~ ~
Symbol: L Date: I03/o~12004 . 1001
Copyright C 1998-2005 BiaCharts.com Inc. Historical and current
end-of-doy data provided by Ff Interactive Dila,
I lHE FUTURE OF ADVERTISING -
ONLINE
Copyright C 2005 Dow Jon.. & Company, Ine. All Rights Re..rved
http://www,bigcharts,comlcustomlwsjielwsjbb-historical,asp?symb=sgl&sid=8630&cIose _ d", 0 1/03/05
- - - - ~-a!S'C .1 Ul. 1
-
aypolnt Finl COrp (WYPT)
(NASDAQ NM) U,S, Dollar
Date Price High Low Volume 2 Month (OoOy) @BigCharts.com
3/4104 25.45 25,5 25.06 47,700 27.0
26.5
26,0
No Splits 25.5
25.0
Get another quote any day Ifter 1/2/1970
1/2/1970 1mo 2mo 3mo 6mo ill ~ ~
Symbol: I Date: 10310412004 . 1."oJ
Copyright C 19911-2005 BlaCharls.com Inc. HlsIorlcaland ""lren'
end-of-day data provided by FT Interactive Data,
I THE FUTURE OF ADVERTISING -
ONLINE
Copyright C 2005 Dow Jon.. & Compony, Inc. All Rights Reserved
http://www,bigcharts,corn/custorn/wsjielwsjbb-historical,asp?symb=wypt&cIose _date=03%", 01/03/05
- - --- ---- -- ...-0-.......... ...
.
WS.l THE WMJ STREET ,JOURNAL. . rtlcle Search Quotes & I
a
.I'om
- -, -'J"o'L l.'Vi - --- --- -- Ii. Symbol(,
U.S. Markell
.~,'" ^~'" 61&+ iN Call
,:" that lo-k 'J" ..... ~.t.k roim all ~ --., ~
APPLY FOR THE REWAROS GREEN CARD ~
QUOTES & NEWS COMPANY RESEARCH Hel
Quote
Valualioll8 and Ratios ......................................................................................................
Stock Charting
Indualry Comparison QUOTE WorldCom Inc.-WorldCom Group (WCOEQ)
News
Press Releases
COMPANY PROFILE 071Z9102 4:00 p,m, Eastern NASOBB Go to Stock Chartin!
Key Facts
Executives Last Change % Change
FINANCIALS 0.25 D.06 28.95% W. are uMble to fir
Quarterly Eamings S}mboIs motehJng
QuarterlY Cssh Flow Open High Low
Qusrterly Balance Sheet 0,21 0.25 0.20 YOlJ" request
Amual EarningS
Annual Cash Flow
Amual Balance Shftt Bid Ask Prior Day's Close -----------
Margill8 and Returns NlA N/A 0,25
ANALYST RATINGS Volume Avg, Vol. 10 Day Avg. MonthlyVo/'*
Earnings Estimates
309,587,900 - -
RESEARCH REPORTS Prior Day's Volume 52-Week High 52-Week Low
Free & Premium Research
309,587.900 n.a. n.a.
WEB RESOURCES U.S. stock prices on NYSE and AMEX are delayed 20 minutes or more, Nasdaq prices are delaya
SEC Filings more.
WCOEQ Web Site . 3 months
Annual Reports
stock Data
~on Ratings & Estimates more
I on Market Cap
thla company at Mean Recommendation 3.50 Earning Consensus $n,a. (Mil)
(1 = Strong Buy, 5 = Strong Sell) Estimate
Stock Data, Short IntereSt and Ratings & Estimstes tables reflect U.S. PtE Ratio
exchange data. Dividend Yield
TRADING CENTER An Advertising Feature Latest
Dividend
Date of Last
Dividend
Last Stock
Spilt
Portfolio Date of Last
Setup Center Spilt
Discussions Shares
Site Map Outstanding
(MiQ
Help Public Float
Contact Us (MiQ
Log Out All data updated da;l)
markets open,
http://online,wsj ,comlmdslcompanyresearch-quote,cgi?route=BOEH&template=company_r.., 01/04/05
agemark Companies Ltd (SKCQl
(OTC BB) U.S. Dollar
Date Price High Low Volume 2 M:>nth (Daily) @BigCharts.com
3/4/04 2.7 2.7 2.25 2,000 ~"
2,0
II"
No Splits AV 1.5
Hat"'
Get another quote any day after 1/211970 1mo 2mo 3mo 6mo 1yr 3yr 5yr
1/2/1970
Symbol: Date: i 3/4/04
Copyright @ 1998.2005 BigCharts.com Inc. Historical and current
end-af-day data provided by FT Interactive Data.
I THE FUTURE OF ADVERTISING -
ONLINE
Copyright @ 2005 Dow Jones & Company, Inc. All Rights Reserved
dbt.ained ~ financing commitment for the positron emission tomography scanning
equipment and necessary leasehold improvements for its fifth PET Center from
General Electric Capital. Total revenues in 2003 and 2002 were $4.3 million and
$1.6 million, respectively, The company's largest revenue source in 2003 and 2002
was from a single governmental agency and its second largest source from a
managed care contract with a commercial insurance carrier. Sagemark plans to grow
its business by entering into additional managed care contracts and marketing to
doctors,
History: INCORPORATED in New York Aug, 2, 1961 as Sequential Information
Systems, Inc, Name changed to Consolidated Technology Group Ltd, Sept. 1, 1993;
and to Sagemark Companies Ltd, in August 1999, May 17,2001, acquired all of the
outstanding shares of capital stock of Premier P.E.T, Imaging International, Inc, and
Premier Cyclotron International Corp, for 6,000 Common shares, Additionally, if,
and to the extent each of the first six PET Centers achieved positive earnings,
calculated before the deduction of interest expense, income taxes, depreciation and
amortization, in any month during their first 18 months of their operations, the
company was to issue to the selling stockholders an aggregate of 319,500 Common
shares for each of such Centers,
Subsidiaries:
Morris Management, Inc,
Premier Cyclotron International Corp,
Premier P,E,T, Imaging International, Inc,
Premier P.E.T Imaging of Wichita, LLC
Premier Pet Imaging of Arlington Heights, Inc,
Premier PET Imaging of New Jersey, Inc,
SIS Capital Corp,
Capital Expenditures, thousand. US Dollars
Year Amount
2003 2,427
2002 2,912
2001 1,859
Management
.
Management
Officers Position
Edward D, Bright Chairman
Theodore B. Shapiro President & Chief Executive Officer
George W, Mahoney Chief Financial Officer & Investor Relations Contact
Robert L. Blessey Secretary
AT-
REV.150a EX + (1-97) (I)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Richatd B Snvder 21.04.0272
Include the proceeds of I~igation 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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. M&T Bank, Checking Acct #267020744 19,846
Accrued Interest 3
2. M& T Bank, Savings Acct#150042000983383 66,743
Accrued Interest 11
3. Automobile, 2001 Cadillac Deville 22,500
4. Automobile, 2000 Chevrolet Pickup 7,400
5. Refund, U.S.Treasury check for 2003 taxes 1,200
6. Refund GE Life Insurance 183
7, Washington Mutual, GNMA 13
8, Proceeds from Yard Sale 513
9. Proceeds from Auction of Household Goods 16,810
TOTAL (Also enter on line 5 Recanitulation ~ 135 222
(If more space is needed, insert additional sheets of the same size)
.
PI M&rBank 499 Mitchell Street, Millsboro, DE 19966
March 24, 2004
Frey & Tiley
Attorneys At Law
5 South Hanover Street
Carlisle, PA 17013-3385
RE: Estate of Richard B. Snyder
Date of Death: March 4, 2004
Social Security Number: 202-20-4708
Dear Mr, Frey:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts,
1. Account Type..............,............ Checking Account
AccountNumber......,..,.."....,.... 2672021744
Ownership (Names oj)........,...., Richard B. Snyder
Opening Date....,..,..,...........,.. ..06/21/94
Balance on Date ojDeath......,..$19,845.86
Accrued Interest $ 2,73
Total"..,..,"'..,.."""""'."""" ..,$19,848,59
2, Account Type.........................., Savings Account
Account Number................,...... 15004200983383
Ownership (Names oj).............. Richard B. Snyder
Opening Date.......,..,.. ,....,...... ..09/06/00
Balance on Date ojDeath......,..$66,742,60
Accrued Interest $ 10,88
TotaL,..".,"'..,.."""""""""" ..,$66,753,48
Sincerely,
~lJ '
Charlene Warrington, ~agement
1-888-502-4349
.
217
REV.1510 EX+ (6-98) SCHEDULE G
COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS &
INHERITANCE TAX RETURN Mise, NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Richard B Snyder 21.04.0272
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.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST ~F ~Pf'l.ICAlILEl VALUE
1. Ferris Baker Watts(IRA)Annebelie Wetzel, his sister beneficiary 33,446 100,00% 33,446
TOTAL (Also enter on line 7 Recanitulationl S 33 446
(If more space is needed, insert additional sheets of the same size)
.
fERRIS Ferris. Baker Watts, Incorporated
Member NYSE. SIPC
Investments
BAKER. 3100 Market Street
Camp Hill, Pennsylvania 17011
WAlTS (717) 737-4500
Fax: (717) 737,1222
F....und.edI900
April 24, 2004
Edward Snyder and Annabelle Wetzel
11 Greenview Dr.
Carlisle, PA 17013
Dear Mr, Snyder and Mrs. Wetzel,
I understand you wish to open an estate account for your deceased brother Richard B,
Snyder, To do so, you must complete a Client Account Application and provide a Death
Certificate and Affidavit of Domicile. We have received the Death Certificate from you
already, Enclosed you will find a Client Account Application. The Affidavit of Domicile
you must obtain from the court,
To transfer assets from the single name account of Richard B. Snyder to the estate
account, you must provide us with a letter of authorization, Enclosed you will find such a
letter, Simply sign and return to us,
Next, I am returning to you the IRA Adoption Agreement for Richard B, Snyder's IRA.
This is your copy. We do have a copy on file, On this form, please note that Annabelle
Wetzel is listed as the beneficiary, but her date of birth and social security number are not
provided, We will require this information,
To distribute the cash and securities held in the IRA to Mrs, Wetzel, we need a letter
from her instructing us as to how she would like to receive the assets, Currently, there is
$33,445.94 in cash and 300 shares of Load master Systems, Inc, We also need to know
how to register the securities, and if any federal income taxes should be withheld.
-
217
REV-1511 EX + (12.99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Richard B Snvder 21.04.0272
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Ewing Brothers Funeral Home, Funeral Services 7,033
2. Ewing Brothers Funeral Home, (2) Death Certificates 18
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5) SEE ATTACHEd
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid: 2005 16,863
2. Attorney Fees 16,863
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 363
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Register of Wills, (2) Short Certificates 6
8. Cumberland Law Journal, Advertising 75
9. The Sentinel, Advertising 106
10. Register of Wills, Filing of Pennsylvania Inheritance Tax Return 15
11. Register of Wills, Filing of Final Account 110
12. Check cleared after Date of Death 209
TOTAL (Also enter on line 9 Recanitulation $ 41661
(If more space is needed, insert additional sheets of the same size)
REV.1512 EX+ (12.03) 217
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Richard B Snyder 21.04.0272
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1, Dish NetwDrk 9
2, Linda D. Williams, Appraisal of Real Estate 275
3, PP&L, Electricity 277
4. Judy A. Campbell, TIC ,110
5. Lebo Garage, Inspection on Pickup to be sold at auction 50
6. Bruce A. Lebo, Repairs to Bathroom 192
7. Ferris Baker Watts, Inc. Annual Fee for IRA 35
8. Sprint, Telephone 13
9. Terry Lindsey, Removal of Trash 50
10. Wonder, LId, Rental of Tent for the Auction 138
11. Rental of Portable Restrooms for the Auction 74
12, Bricker Auction, Auctioneer Expenses and Commission 4,830
13, Waggone~s Accounting, 2003 Tax Retum 425
14. Recorder of Deeds, Transfer Tax on sale of Real Estate 2,115
TOTAL tAlso enter on line 10 Recanitulation) $ 8373
(If more space is needed, insert additional sheets of the same size)
217
REV-1513 EX + (S-oO)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Richard B Snvder 21.04.0272
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSONISI RECEIVING PROPERTY Do Not List Trustee/51 OF ESTATE
I, TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (al (1.2)]
1. Annabelle Wetzel
1436 Walnut Bottom Road
Carlisle PA 17013 Sister 18% residue of estate
2. Edward L. Snyder
11 Green View Drive
Carlisle PA 17013 Brother 18% residue of estate
3, Doris Jean Mixell
%Cumberland Crossings, 1 Longsdorf Way
Carlisle PA 17013 Sister 18% residue of estate
4. Marian Calaman
332 N,Dickinson Road
Carlisle PA 17013 Sister 18% residue of estate
5. Mabel Blosser
1422 Walut Bottom Road
Carlisle PA 17013 Sister 18% residue of estate
6. Richard Bowman
777 Strawbridge Road
Northumberland PA 17857 Nephew Bequest of $5,000
7. Luana Moross
29 Windsor Drive
Scotia NY 12302 Niece Bequest of $5,000
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON L1NES'5 THROUGH 18 AS APPROPRIATE ON REV., 500 COVER SHEET
II, NON.TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. THe Brethen in Christ Church
Carlisle PA 17013
43,437
TOTAL OF PART II, ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $ 43 437
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
RICHARD B. SNYDER
I, RICHARD B. SNYDER, widower, of South Middleton Township (mailing address:
1408 Walnut Bottom Road, Carlisle, Pennsylvania 17013), Cumberland County. Pennsylvania,
being of sound and disposing mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament hereby revoking and making void any and ali
Wills by me at any time heretofore made.
1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses
as soon after my death as may be found convenient to do so. I direct that my funeral services be
conducted by Ewing Brothers Funeral Home, 630 South Hanover Street, Carlisle, Pennsylvania,
in a manner substantially similar to the arrangements made by me for my wife, Shirley A. Snyder,
and that my body be interred beside hers on our burial lot located in the Veterans' section of
Cumberland Valley Memorial Gardens near the Borough of Carlisle, Pennsylvania, I further
direct that all inheritance, estate, succession, transfer and death taxes which may be payable on
account of my death, including interest and penalties thereon, shall be paid from the residue of my
estate regardless of whether the assets upon which such taxes are based are included in my probate
estate.
2. I give and bequeath the sum of Five Thousand ($5,000,00) Dollars to my wife's
nephew, Richard Bowman, his heirs and assigns, of 777 Strawbridge Road, Northumberland,
Pennsylvania 17857, provided he shall survive me by a period of ninety (90) days, but should he
fail to so survive me then the same shall lapse and be added to the residue of my estate.
3, I give and bequeath the sum of Five Thousand ($5,000.00) Dollars to my wife's niece,
Luana Morass, her heirs and assigns. of 29 Windsor Drive, Scotia, New York 12302, provided
she shall survive me by a period of ninety (90) days, but should she fail to so survive me then tbe
same shall lapse and he added to the residue of my estate.
4. AU of the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be situate, I give, devise and bequeath as follows:
a) Ten (10%) percent thereof to the Board of Trustees of The Brethren in Christ
Church of Carlisle, Pennsylvania, to establish a missionary fund which they shall disburse for
missionary purposes as the Board 0 f Trustees shall deem best in the amount of ten (10%) percent
of the original amount of the fund each year and continuing annually in that amount until the fund
has been exhausted, This fund shall be known as the "Richard B, and Shirley A. Snyder
Memorial Missionary Fund",
h) Ninety (90%) percent thereof in equll! shares to my following sisters and brother,
their heirs and assigns, they being Jean Mixell, Marian Calaman, Mabel Blosser, Annabelle
Wetzel, and Edward L. Snyder, provided each of them shall survive me by a period of ninety (90)
days, but should any of them fail to so survive me then the amount which such deceased sister or
brother would have received shall lapse and be added equally to the shares of the others so
SurvIvmg.
5. I herehy nominate, constitute ,md appoint my sister Annabelle Wetzel and my brother
Edward L. Snyder, and the survivor of them, Executors of this my Last Will and Testament and I
further direct that neither of them shall be required to post any bond to secure the faithful
perfonnance of his or her or their duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will
and Testament written on one (I) page, this 28th day of July, 1998.
~~ -8>74 (SEAL)
Richard B. Snyder
Signed. sealed, published and declared by RICHARD B. SNYDER, the Testator above-
named, as and for his Last Will and Testament, in OUf presence, who, in his presence, at his
request, and in the presence of each other, have hereunto subscribed our names as attesting
witnesses.
f2~~. -;')1
?4-~'1
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT,280601
HARRIS8URG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004815
FREY ROBERT M
5 S HANOVER STREET
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
_n_nn fold n_n_n_~ n_nn_
101 I $31,506,00
ESTATE INFORMATION: SSN: 202,20,4708 I
FILE NUMBER: 2104-0272 I
DECEDENT NAME: . SNYDER RICHARD B I
DATE OF PAYMENT: 01/07/2005 I
POSTMARK DATE: 01/07/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 03/04/2004 I
I
TOTAL AMOUNT PAID: $31,506,00
REMARKS:
CHECK# 001867
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WillS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA *'
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX Z80601
HARRISBURG PA 171Z8-0601 REY-1547 EX AFP (03-05)
DATE 03-28-2005
ESTATE OF SNYDER RICHARD B
DATE OF DEATH 03-04-2004
FILE NUMBER 21 04-0272
COUNTY CUMBERLAND
ROBERT M FREY ACN 101
FREY S TILEY I -...t _-tt d I
5 S HANOVER ST 1 e
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
~lr-~~"Yf.~.m!'U!1.'1MfYt!C.W.!MrtA!'I'4M!\!.m.lWltlTftJMtf~.~tbV4M.T.ftl'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SNYDER RICHARD B FILE NO. 21 04-0272 ACN 101 DATE 03-28-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 211.500.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 104.234.00 credit to your account.
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 135.222.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 33.446.00
8. TotalAssets (8) 484.402.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 41 661 00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) ..
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8.373.00
11. Total Deductions (11) 50.034 00
12. Net Value of Tax Return (12) 434.368. 00
13. Charitable/Govern_ntal Bequests; Non-elected 9113 Trusts (Schedule J) (13) 43.437.00
14. Net Value of Estate Subject to Tax (14) 390.931.00
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 an~ 19 will
re~lect ~igures that include the total o~ ALL returns assessed t~ date. ' ;
ASSESSMENT OF TAX: ':-) en
15. Amount of Line 14 at Spousal rate (1S) .00 X OO~) ',,"<
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045.."~=~2 :-,) ,
17. Amount of Line 14 at Sibling rate (17) 380.931.00 X 12". -."T\
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 10.000 . 00 X 15~ <'~'
,
19. Principal Tax Due "__
TA C E I S: .~~
+ -
DATE NUMBER INTEREST/PEN PAID (_) AMOUNT PAID
06-04-2004 ,CD004011 791.37 15.036.00
01-07-2005 . CD004815 121.37- 31.506.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-08-2005 TOTAL TAX CREDIT 47.212.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 1.94
TOTAL DUE 1.94
. IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE ~)
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)~~ ~
COMMONWEALTH OF PENNSYLVANIA REV,l162 EX(11,961
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 005309
FREY ROBERT M
5 S HANOVER STREET
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
nnun fold --------
101 I $1,94
ESTATE INFORMATION: SSN: 202,20,4708 I
FILE NUMBER: 2104-0272 I
DECEDENT NAME: SNYDER RICHARD B I
DATE OF PAYMENT: 05/10/2005 I
POSTMARK DATE: 05/10/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 03/04/2004 I
I
TOTAL AMOUNT PAID: $1.94
REMARKS:
INITIALS: CCP
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WillS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA ...
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDU~.lAltES _._.,-,- INHERITANCE TAX
INHERITANCE TAX DIVISIOIiL, - STATEMENT OF ACCOUNT
PO BOX Z8D6Dl
HARRISBURG PA 17128-0601 REY-1607 EX AFP (03-05)
DATE 05-31-2005
13 hI; ;,9 ESTATE OF SNYDER RICHARD B
DATE OF DEATH 03-04-2004
FILE NUMBER 21 04-0272
ROBERT ~RIl1t;'\;S COUNTY CUMBERLAND
.! p ACN 101
FREY & LEY I AlIOUnt R_itt.d I
5 S HANOVER ST
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, sub.it the upper portion of this for. with your tax payaent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
................................................................................................................
REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ..~
ESTATE OF SNYDER RICHARD B FILE NO. 21 04-0272 ACN 101 DATE 05-31-2005
THIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE MANED ESTATE. SHOWN BELOW
IS A SUNNARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-28-2005
PRINCIPAL TAX DUE: 47,212.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-04-2004 CD004011 791. 37 15,036.00
01-07-2005 CD004815 121. 37- 31,506.00
05-10-2005 CD005309 1.94- 1.94
TOTAL TAX CREDIT 47,212.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
ND PAYNENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, :--L.--
YDU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. J c>"":>
-
. ,
CAROLE A. FEUDALE
12609 Norcross Court
Silver Spring, MD 20904
301 622-4923
June 16, 2005
Glenda Farner Strasbaugh
Cumberland County
Register of Wills
One Courthouse Square
Carlisle, PA 17103
Re: Estate No. 21-04 -00072
Ralph J. Solomon
Dear Ms. Strasbaugh:
I am writing on behalf of my mother Virginia Solomon, an 84 year old stroke
victim.
Enclosed you will find all of the papers filed for the estate of my brother, the
estate being $383.38. I do not know what else is supposed to be filled out, but I
think my mother should have been better informed at the time she went to the
county for a letter of administration so she could collect the balance of his bank
account, of what was involved with filing the necessary papers for the estate. We
certainly would not have allowed her to do this for $383.38.
I am sorry for sounding so abrupt, but I have spent so much time dealing with this
"ESTATE" that I am completely frustrated. I understand this is the procedure but
there should be something else done for so small an estate, Again I am sorry.
If you need additional information I can be reached at 301 622-4923 in the
evenings or anytime on my cell which is 240 398-9277,
Sincerely,
c-
Carole Feudale
Enclosures
-
. .
Estate of SOLOMON RALPH J : ORPHANS' COURT DIVISION
Late of EAST PENNSBORO TOWNSHIP : COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY
Estate No.: 21-04-00072 : PENNSYLVANIA
Date: 6/10/2005 : NO.: 21-04-00072
SOLOMON VIRGINIA M
12609 NORCROSS CT
SILVER SPRINGS MD 20904
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6. 12, SUPREME COURT ORPHANS I COURT RULE
Personal Representative: SOLOMON VIRGINIA M
Personal Representative Counsel: ** NO INFORMATION FOUND **
Date of Decedent's Death: 5/10/2003
Date of Delinquency Notice: 5/10/2005
The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans'
Court, in accordance with rule 6.12, Supreme Court Orphans' Court
Rules, hereby notifies the Orphans' Court Division, Court of Common
Pleas of Cumberland County, that neither the above named personal
representative nor their counsel, have filed with the Register of
Wills or Clerk of Orphans' Court, his/her Status Report required by
Rule 6.12, Supreme Court Orphans' Court Rule, and that the
requisite notice, pursuant to Rule 6.12, Supreme Court Orhans'
Court Rules, was given by the Clerk of Orphans' Court on 4/07/2005
and that the ten (10) day notice to file the status report has
expired. Accordingly, in accordance with Rule 6.12 the Court is
hereby notified of such delinquency and the undersigned requests
that a Court conduct a hearing to determine whether sanctions
should be imposed upon the delinquent personal representative or
their counsel.
. ~< t~~;,A.J ~J'#~uu.P
cc: Flle ~"~~'
Personal Representative Glenda Farner Strasb~~gh
Counsel Clerk of Orhans' Court
A hearing is scheduled for July 08, 2005 at 9:30 AM in
Courtroom No. 03. If the Status Report is filed prior to the
hearing date, the hearing will automatically be cancelled.
M.
" , );,'
<; f ,il ~~.. . Ii \'
.,i' ,') ,,;.1' /1 ~
George~ ~ 0
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: 1\ A I f ~ ~T ~o 10 tn<ON
Date of Death: m~1 ,~oo~
Estate No.: Boor./,- 0001;).
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following ~3
with respect to completion of the administration of the above-captioned estate: 3g~.=-
~J7741~o 10 n~.(...:
1. State whether adminis1ration of the estate is complete:
Yes KI. NoD
2~ If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a :final account with the Court?
Yes 0 No fiil (JA-t 0 (J."If'~' 1W, I/s 'I?' 2J.jf'i/~-;.,.w
b. The separate Orphans' Court No. (if any) for the personal representative's fJU,A."
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
c; Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk -of the Orphans' Court and may be
attached to this report
Date: L." /s,c J " _/J~./"'/U~I
Signature
./ .. J
\/ I '1tN,,J'1 - 'Ch?rlD/I lYlIolfl ((l.'
Name
J~l,oC; /'/~r~tb Cj:-'
.
Address
Slluj...j lp/U/1f{ /}1{J) do/Of
Telephone No. -':501 {p ~~ -l/ 90{ :s
nt' , _ :C~papity: o Personal Representative
- o Counsel for personal representative
STATE OF PENNSYLVANIA SHORT CERTIFICATE
COUNTY OF CUMBERLAND
I, GLENDA FARNER STRASBAUGH
Register for the Probate of Wills and Granting
Letters of Administration &c. in and for said
County of CUMBERLAND do hereby certify that on
the 23rd day of January A.D. ,
Two Thousand and Four,
Letters of ADMINISTRATION
in common form were granted by the Register of
said County, on the
estate of SOLOMON RALPH J , late of EAST PENNSBORO TOWNSHIP
(LA::i 1', .t"lK::iT, M1UUL.I:!;)
in said county, deceased, to SOLOMON VIRGINIA M
(LA::iT, .t"lK::iT, IVl1 UUL.I:!; )
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of said office at CARLISLE, PENNSYLVANIA, this 23rd day of January
A.D. , Two Thousand and Four.
File No. 2004-00072
PA File No. 21-04-0072
Date of Death 5/10/2003 ,J;iQ,,, A... ~,"~,~ ,1l-ho..,1 '" "ffU) q ~,. .(1r"~ Reg is t er
S.S. # 167-34-5633
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
IEV.1SOO EX (6,001 REV-1500 OFFICIAL USE ONLY
. COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE ,_.
INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT -
-- -----
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
.... Solornor-J'PAl h ~ /;;77 - ;? -5(;;'33
z
w DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD.YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
C
W O~ -IO~.;?oo3 ofo '-/0 - 19 '13 REGISTER OF WILLS
<J
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C - -
w ~ 1. Original Return o 2. Supplemental Return o 3. Remainder Return (date of death prior to 12,13-82)
I-
:.::$(Jl o 4. Limited Estate o 4a. Future Interest Compromise (date of death after 12,12,82) o 5. Federal Estate Tax Return Required
ua::.:
wl1.U
J:oo o 6. Decedent Died Testate (Attach copy of Will) o 7, Decedent Maintained a Living Trust (Attach copy oITrust) 8. Total Number of Safe Deposit Boxes
ua:...J
l1.al -
l1. o 9. Litigation Proceeds Received o 10. Spousal Poverty Credit (date of death between 12,31,91 and 1,1,95) o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
<(
I-
z COMPLETE MAILING ADDRESS
w NAME
c
z
0
l1. FIRM NAME (If Applicable)
(Jl
W
a:
a: TELEPHONE NUMBER
0
u
1. Real Estate (Schedule A) (1) r OFFICIAL USE ONLY I
I
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4) 9-
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) ~g 3- ::So ;
L
Z (Schedule E)
0 6. Jointly Owned Property (Schedule F) (6)
< o Separate Billing Requested
..J (7)
::J 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
t:: (Schedule G or L) 3i
a. 3g3,
<C 8. Total Gross Assets (total Lines 1-7) g 03). qg (8)
<J 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
W
e::: I
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) ~ 3}.98
11. Total Deductions (total Lines 9 & 10) (11)
12, Net Value of Estate (Line 8 minus Line 11) (12) (7 ~g.~)
I ,.
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14, Net Value Subject to Tax (Line 12 minus Line 13) (14) -o-
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z 15. Amount of Line 14 taxable at the spousal tax
0
~ rate, or transfers under Sec. 9116 (a)(1.2) x,O_ (15)
~ 16, Amount of Line 14 taxable at lineal rate x,O_ (16)
::J
a. 17. Amount of Line 14 taxable at sibling rate x .12 (17)
:!!:
0 18. Amount of Line 14 taxable at collateral rate x .15 (18)
<J
>< 19. Tax Due (19)
~
Deced.ent's Complete Address:
. STREET ADDRESS t...
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2, Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
Total Credits ( A + B + C ) (2)
3, InteresUPenalty if applicable
D. Interest
E, Penalty
TotallnteresUPenalty ( D + E ) (3)
4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due, (SA)
8, Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
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;..,...................,....,......,........,..............,..........,..............,...., 0 ~
b. retain the right to designate who shall use the property transferred or its income; ....,..,....,..,........,..........,........ 0 0
c. retain a reversionary interest; or,....,....,..............,....,..,..,............................,........,..,......,...........,............,....,......, 0 0
d. receive the promise for life of either payments, benefits or care? ........,..............,......,..,....,....,..,..........,..,....,.... 0 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . '" ..,..,. ...,....,....,......... ....,..,...,....,... .....,... ............,.. ....,....,. ..,.,.,.... ..,.,...., 0 l&J
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........,...., 0 ~
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.
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 preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG[Y~RE OF.PE~SON,RESPO~SIB E F9R FILING RETURN DATE
~ 'OJ
ADDRESS
;)./PO ()fUA...o SS Cou.o:f- 'pC- mj)
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
__I
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 3%
[72 P,S. S9116 (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% [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
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 paren
or a stepparent of the child is 0% [72 P.S. s9116(a}(1.2)J,
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, 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 12% [72 P.S, s9116(a)(1,3)J. A sibling is defined, under Section 9102, as al
individual who has at least one parent in common with the decedent, whether by blood or adoption.
-'~~':'.' '* SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
~<:/l (01, ~I SolnYJ1o,J eX / O(/...c'O'7;;J,/oY 33
1 /
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 1 ") ,
( 0 J"'n r7'l e"t,..(. -e.. /O,.:'.j.,Jk.;
SejV'4-f...z.. .,Lk-'
e.,-,
/.00
(!/h7;P M I/' r74 ,. 70 // 3/{
3-</3..
/ r/:"o:;/3vQ/::(<O'-/
Iq c.: d,
TOTAL (Also enter on line 5, Recapitulation) $ 3g3,3B
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12'99) .
. ~; SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT I
,
ESTATE OF () FILE NUMBER
-.- S-o /0 f?1 orJ .;.J/ - 0 V... 00 '7 :<10 t./ - :3 3
KA I f~ .J.
Debts of decedent must be reported on Schedule 1. ,
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES: C} f
1. b,03/,
fV'eA' II ,:::C tV vv,q.L #.0 y-n e. ::;::;J c .
3y 01 f7 )f4,UC e r Jh:....ee.f-
G-I':J..rY>y--? /J.-t. I/, r/l j 7 c> II
B, ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name 01 Personal Representative(s)
Social Security Number(s)/EIN Number 01 Personal Representative(s)
Street Address
City State _ Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (II 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
5. Accountant's Fees
6. Tax Return Preparer's Fees
7,
TOTAL (Also enter on line 9, Recapitulation) $ is. o3/. 9;
(II more space is needed, insert additional sheets 01 the same size)
.
.
------- ---- - ---------. --------------.----- -- -- '-~~------ ----~-
VIRGINIA M. SOLOMON 2316
CAROLE A. FEUDALE
12609 NORCROSS COURT
SILVER SPRING, MD 20904-2969 .?<'" CJ _ O~ 60-8111/2313
DATE
~~ ~IJ.
PAY TO THE , '
ORDER OF P <;:-1 r-k~ ,.; M I $
.. - - 00 0. I::~::~.
. "', ~ oV DOLLARS L!J ~~:u. on
~ PENNSYLVANIA STATE
EMPLOYEES CREDIT UNION
HARRISBURG, PA 17110-2990
t~ ftntlflC/a/ Hnkn.
FOR h'Ie..# dl 0'1-0070/0"-33 M'
': 2 3 ;I. 3 8 ;I. ;I. ;I. b I: 2 3 ;I. b 0 l. SOl. '1 ? l. 0 '111-
...-
.
.
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH Receipt Date: 2/14~2005
Cumberland County - Register Of Wills Receipt Time: 15: 2:56
One Courthouse S~uare Receipt No. : 1039589
Carlisle, PA 17 13
SOLOMON RALPH J
- -- - --
Estate File No. : 2004-00072
Paid By Remarks: CAROLE FEUDALE
RSK
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
INH TAX RETURN 15.00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 2316 ~15.00
Total Received......... 15.00
-:::
-
-
-
.-
-
-
.c
0) Q)
::l ....
co co
..0 ::l
en>> 0'(")
CO-- (/)0
.... C -
U5~en~t::
.... U .- ::l ~
~-oS~<(
....c'+-t::a..
CO CO 0
LL-....::l _
com2OQ)
-0 ..0 en U ,!Q
C E '0, Q) "C
Q) ::l Q) C CO
C)UD:::OU
~
0
1:: en
::30
ON
G)()O
'iiien'Z
't:l en _
::300)
G) '- c::
u.. 0._
'- '-
. 0 Q.
<zen
G) en '-
coG) ,
'-CDZ
<<IN'-
()~en
.4
,<It'~..'.e"'''~ ~
----
I
~~.~_..-.
-. -..--.......- .:". .~_._-_..
--
,
- --- --"-
STATUS REPORT UNDER RULE 6.12
Name of Decedent: RICHARD B. SNYDER
Date of Death: MARCH 4, 2004
Will No.
Admin. No. 21-04-0272
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes (X ) No ( )
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal rePr~sentative file a final account with the Court?
Yes () No ~).
(b) The separate Orphans' Court no. (if any) for the personal
representative's account is:
(c) Did the personal representative state an account informally to the
parties in interest? Yes (X) No ( )
(d) Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: AUGUST 16, 2005
tz<t~~~ ~ -:L ~
Signature
tJ")
s
Robert M. Frey
Name (Please type or print)
L.L-
C:'-' c"
u.J
C) -
w:
t..t..
e)
c::)
t"';'_J
C.:J
(" '
,.1-
C)
~22
~,-
...:;:";:
cD
.-:)
~
V"
c-~
=
c-~
5 South Hanover Street
Carlisle. Pa 17013
Address
......0
-'
c.)
(717) 243-5838
Telephone No.
Capacity: ( ) Personal Representative
( X ) Counsel for personal representative
~