HomeMy WebLinkAbout03-0973Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
ROMA M. SNYDER
Deceased
Social Security No. 198-30-0246
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner is the executrix named in the Last Will of
the Decedent, dated MAY' ]4, 1954 and codicil(s) dated
State relevant circumstances, e.g. renunciation, death of Executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of
the documents offered for probate; was not to victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following
spouse (if any) and heirs:
Name Relationship Residence
COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in
residence at
CUMBERLAND
County, Pennsylvania, with her last family or principal
Manor Care, Borough of Camp Hill
(List street, number and municipality)
Decedent, then 88 years of age, died
September 6, 2003
at Manor Care
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property ..................................................................... $
(If not domiciled in PA) Personal property in Pennsylvania ..................................... $
(If not domiciled in PA) Personal property in County .................................................... $
Value of real estate in Pennsylvania ...................................................................................................................... $
Total ......................................................................................................... $
90,000.00
None
90,000.00
Real Estate situated as follows:
Wherefore, Petitioner respectfully requests the probate of the last Will presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
Signature
Typed or printed name and residence
ISUSAN K. SELLER
900 ACRI ROAD
MECHANICSBURG, PA 17050
WILL
OF
ROlq~ M. SN~DER
I, ROMA M. SI~¥DER, of the Borough of Lemoyne, Cumberland County,
and State of Pennsylvania, declare this to be my last will and revoke
and all taxes and assessments imposed by any governmental body as a
result of my death, whether on property passing under this will or
otherwise, shall be paid from my residuary estate as soon as
practicable after my decease as a part of the expense of the
administration of my estate.
ITEM II. I give and bequeath the sum of One Thousand ($1,000)
Dollars to each of the following of my grandchildren who are alive on
the day of my death:
LINDA RUTLEDGE, LESLIE BROWN, THOMAS
RUTLEDGE, STEPHANIE SEILER, JEFFREY SEILER, MARTIN
SNYDER, AMY SNYDER, LORRAINE SNYDER, PETER BEAM,
and LESLEY BEAM.
ITEM III. I give, devise, and bequeath all the rest, residue,
and remainder of my possessions and estate of every nature and
wherever situate to such of my issue, per stirpes, as survive my death
by sixty (60) days.
ITEM IV. Should any person entitled to a share of my estate not
have attained the age of twenty-three (23) years at the time for
distribution to him or her, I devise and bequeath the share of such
any will previously made by me.
ITEM I. I direct that all my just debts and funeral expenses,
including my gravemarker and all expenses of my last illness, and any
person to my hereinafter named trustee, IN SEPARATE TRUSTS, to hold,
manage, invest, and re-invest, the shares so received, and the
accumulation of income thereon, and to use and apply from time to time
such portion of income and principal thereon as my trustee thinks
proper for the comfortable support, maintenance, health, welfare, and
education of the person without regard to the person's parent's
ability to provide such support or education, or to make payment for
such purposes, without further responsibility, directly to such person
or directly to such person's parent, or directly to any person taking
care of such person. Any principal or income not so applied shall be
~distributed to such person when he or she attains the age of twenty-
three (23) years, or if he or she dies prior thereto, to his or her
personal representative.
ITEM V. I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY trustee
of the trust or trusts created by this my last will. In addition to
the other powers and authorities granted to my trustee by Pennsylvania
Law and by the preceding paragraph of this my last will, I hereby give
my trustee the following special powers and authorities:
A. To retain any or all of the assets of my
estate, real or personal (including any stock or
securities of any corporate fiduciaries), without
any regard to any principle of diversification,
risk, or productivity;
B. To invest and re-invest in all forms of
property without restriction to investments
authorized for Pennsylvania Fiduciaries, as my
trustee deems proper, without regard to any
principle of diversification, risk or productivity;
C. To sell at public or private sale, to
exchange or to lease, for any period of time, any
real or personal property and to give options for
sales, exchanges, or leases, for such prices and
upon such terms or conditions as my trustee deems
proper and in the best interests of the beneficiary
or beneficiaries of said trusts;
D. To allocate receipts and expenses to
principal or income or partly to each as my trustee
from time to time deems proper in its sole
discretion;
E. To compromise any claim or controversy;
F. To exercise any option, right, or
privilege granted in insurance policies or in other
investments;
G. My trustee may accumulate the income from
this trust during the term thereof but may, from
time to time, distribute from current income or
from accumulated income or from principal such
amounts as my trustee, in its sole discretion,
deems advisable for the education, welfare, and
comfort of the trust beneficiary.
ITEM VI. All of the interests of the beneficiaries hereunder
shall not be subject to anticipation or to voluntary alienation.
ITEM VII. I direct that my corporate fidicuaries shall receive
compensation for the performance of its functions hereunder in
accordance with its standard schedule of fees in effect from time to
time during the period over which its services are performed.
ITEM VIII. I appoint my daughter, SUSAN SEILER, executrix of
this my last will. Should the said Susan Seiler predecease me or
otherwise fail to qualify or cease to serve as executrix of this my
last will, I appoint my daughter, BARBARA BEAM, executrix of this my
last will. I designate these daughters to serve as executrix of my
will not because they are any more competent or loved than any of my
other children, but because their service will be more convenient
because they live in the area where my estate will have to be
administered.
ITEM IX. I direct that my personal representatives and
fiduciaries shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand andseal this
!~ ~ day of ~ , 1984.
ROMA/~ S~I~D :
4
The preceding instrument, consisting of this and FOUR other
typewritten pages, each identified by the signature of the testatrix
was on the date thereof signed, published and declared by ROMA M.
SNYDER, the testatrix therein named, as and for her last will, in the
presence of us, who at her request, in her presence, and in the
presence of each other, have subscribed our names as witnesses hereto.
5
COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
The undersigned, being the testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law, does hereby acknowledge that I signed and executed the
foregoing instrument as my last will, that I signed it willingly; and
that I signed it as my free and voluntary act for the purposes therein
expressed.
Sworn or affirmed to and acknow-
ledged before me by the testatrix
named above this /~*~ day of
F'~7 , 1984
NotarsF Public lYNN K~ND£R, N0~am/Cublic
Lemoyne, Cumberland Co., Pa.
N~' Commission Expires Aug. 6, 1984
COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
WE, SAMUEL L. ANDES and GEORGE A. VAUGHN, III, the witnesses
whose names are signed to the attached or foregoing instrument, being
duly qualified according to law, do depose and say that we were
present and saw the testatrix sign and execute the instrument as her
last will; that she signed it willingly and that she executed it as
her free and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of the testatrix signed the will
as witnesses; and that to the best of our knowledge, the testatrix was
at that time 18 or more years of age, of sound mind, and under no
constraint or undue influence.
Sworn or affirmed to and
acknowledged before me th
/¥~day of ~.; , is
1984.
otaryr Publ ~¢i~N ~I~D£~, ~o~rg ~ubll~
I.~moyneo Cumberland Co.,
~¥ ~ommission Expire~ ^u§. 6, 1984
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s)
of the Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed
Before me this ,~1 ~
day of
,2003.
SUSANd~EILER
No. ,..~[- C)'~ Hq--'( .~
Estate of
Social Security No:
ROMA M. SNYDER
, Deceased
198-30-0246
Date of Death:
September 6, 2003
ANDNOW, ~O¥~r',~'~' c~4, ,2003, in consideration of the Petition on the reverse side
hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters Testamentary
d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate
are hereby granted to SUSAN K. SELLER in the
above estate and that the instrument(s) dated MAY 14, 1984
described in the Petition be admitted to probate and filed of record as the last Will of the Decedent.
FEES
Letters ...........................
Short Certificate(s)
Renunciation ..............
Affidavit ( ) ..................
Extra Pages (E} .......
Codicil ............................
JCP Fee .......................
Inventory ......................
Other ..............................
TOTAL .........
$ I.D. No: 20558
Attorney: EDMUND G. MYERS
Address: Johnson, Duffle, Stewart & Weidner,
301 Market Street, P.O. Box 109, Lemoyne, PA 17043-
Telephone: 717-761-4540
ATTORNEYS AT LAW
5~5 I~OHTH T'W'EI, FTH STRIg]gT
P. 0. BOX A-1O~
LEMOYNE~ PE~SY~VANIA 17043
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ROMA M. SNYDER
Date of Death: September 6, 2003 Will No.: 21-03-00973
To the Register:
I certify that notice of beneficial interest 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
Barbara H. Beam
Susan Seiler
Any Haskell
Chester H. Snyder
Martin Snyder
Name
Address
5207 Meadowbrook Dr., Mechanicsburg, PA 17050
900 Acri Road, Mechanicsburg, PA 17050
2805 Live Oak Court, Cummings, GA 30041
7240 Glasgow Circle, Conway, SC 29527
4420 Grove Drive, Acworth, GA 30101
Jeffrey Seiler 610 Lee Place, Frederick, MD 21702
Thomas Rutledge 870 Crab Orchard Dr., Roswell, GA 30076
Mrs. Lesley Messer 2708 Beehnon Way, Raleigh, NC 27603
Dr. Linda Delbridge 572 Rockrose Court, Incline Village, NV 89451
Lori Curia 2213 Spring Fern Court, Apex, NC 27502
Mrs. Lesley Brown 2026 Woodcrest Dr., Winter Park, FL 32792
Peter Beam 5630 Major Way, Sacramento, CA 95841
Stephanie Hanlon 1266 Bridgewater Dr., West Chester, PA 19380
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None.
Name Edmund (~. Myers Esq.
Johnson, Duffie, Stewart & Weidner
Address 301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone (717) 761-4540
Capacity:
X
Personal Representative
Counsel for personal representative
OFFiCI,~L US~ ONL ~~
0OMMONWE,LTHO~PENNS~,V,N,, INHERITANCE TAX RETURN :F2E"UM~;ER '"'
DEPARTMENT OF REVENUE
OE,~.~oo0~ RESIDENT DECEDENT 21 03 00973
HARR SBURG, PA i7128-0601
DEcEDENT'S NAME iEAsTi FIRST AND ~DDL~iN-mALi : COUNTY CODE YEA~R NUMBER _ .
SOCIAL SECUR~Y NUMBE~
SNYDER, ROMA M. I
DATE 0F DEATH(M~:DD:~EAR) ! DA:rE OF: BIR~'H (MM-DD:YEAR) Il
98-30-0246
09/06/2003 10/30/1914 i rNm RETURN MUST BE F~LED ~N DU.UCATE W~TH rile
REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SoCiAl- sEcURITY NUMBER
: [] i~ °riginalReturn [] 2. Supplemental Retur~ BI ~ Remainder Return (date of death priorto 12-13-82)
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after
12-12-82)
[] 5. Federal Estate Tax Return Required
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes
of Will) copy of Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11.Election to tax under Sec. 9113(A) (Attach Sch O)
................ 12-31-91 and 1-~ ~J
EDMUND G. MYERS
~iRM NAM~ilfappli~_.able, 301 MARKET ST.
JOHNSON, DUFFIE, STEWART & WEIDNER P.O. BOX 109
TELEPHONE NUMBER - i LEMOYNE, PA 17043-0109
717/761-4540 :
1. Real Estate (Schedule A) (1) (,. ~ ~,,k J~, ~ 4_,
2. Stocks and Bonds (Schedule B) (2) -, ,~'~o~
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) Nor~'.
4. Mortgages & Notes Receivable (Schedule D) (4) ~o~'''¥'' c:~ :
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 92,767.0r.4)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) 59,694. %8
[] Separate Billing Requested ~
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 70,455
(Schedule G or L) ' -
8. Total Gross Assets (total Lines 1-7) (8) 222,9]7.42
.
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 9,30 !. 75
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1,563.35
tl. Total Deductions(total Lines 9 & 10) (11) ]0,865. ]0
12. Net Value of Estate(Line 8 minus Line 11) (12) 2 ] 2,052.32
13. Charitable and Governmental Bequests/Sec 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) 2 ] 2,052.32
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate 212,052.32 x .045 (16) 9,542.35
17. Amount of Line 14 taxable at sibling rate (17)
x .12
18. Amount of Line 14 taxable at collateral rate
x .15 (18)
19. Tax Due (19) 9,542.35
20. []
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
De'cedent's Complete Address:
STREET ADDRESS
Manor Care
1700 Market Street
CITY Camp Hill ' STATE PA ZIP 1701
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2)
(1) 9,542.35
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is th~OVERPAYMENT. (4)
Check box on Page '1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5) 9,5 4 2.3 5
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B) 9,542,35
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; ............................................................................. ~ ~
b. retain the right to designate who shall use the property transferred or its income; ................................
c. retain a reversionary interest: or. ...........................................................................................................
d. receive the promise for fe of either payments, benef ts or care'?. ...........................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate cons derat on? ................................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death2 ....... [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a benef c ary des gnat on?. ............................................................................................................... [] []
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
preparer other than the personal representative is based on all informat on of which preparer has any knowledge
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
OF~Rg-ON~
Mechanicsburg,, PA 17
050
ED/VJ~D~ G. MYERS P O BOX 109 ' -
~};! <,'~Oflc,/'-t'4'/~O"v'~ ............. L~'~0YNE, PA... 17043-0109 ,:~//~ (~.?
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. :}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. §9116 (a) (1.1) (ii)]. The statutedoes not exempta transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116
1.2) [72 P.S. §9116 (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. §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.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SNYDER, ROMA M.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
. 21 - 03 - 00973
Include the proceeds of litigation and the date the proceeds were received by the estate~,ll property jointly-owned with the right of
survivorsh,p must be disclosed on schedule F.
ITEM
NUMBER
!
DESCRIPTION
Waypoint Bank- Certificate of Deposii N0. 3134] ~7~
Date of death balance, plus accrued interest.
Waypoint Bank - Certificate of Deposit No. 516019977
Date of death balance, plus accrued interest.
Miscellaneous personal items at ManorCare
TOTAL (Also enter on Line 5, Recapitulation)
VALUE AT DATE OF
DEATH
15,011.95
77,655.09
100.00
92,767.04
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
RELATIONSHIP TO DECEDENT
Daughter
ESTATE OF
SNYDER, ROMA M. FILE NUMBER
/ 21 - 03 - 00973
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G,
SURVIVING JOINT TENANT(S) NAME ADDRESS
A Barbara H_Beam ~5207 MeadowbrookDr.
Mechanicsburg, PA 17050
B Susan K. Seiler 900 Acri Road Daughter
Mechanicsburg, PA 17050
JOINTLY OWNED PROPERTY:
~ ' ~ DESCRIPTION OF PROPERTY
ITEM [ LETTER ' DATE Include name offinancial institution and bank account numberi DATE OF DEATH / D~cODF,S / DAIv~,LOL~EDc~FATH
NUMBER.IFORTENANTJOINT, JOINTMADE lestatel°r similar .... identifying number.. Attach deed for jointly-held real VALUE OF ASSET :!INTI:I~I: qT/ .~ ,.,~CEDENT S INTEREST'-m ,
1 A l 1/06/1996 ~ M&T Bank- Certificate of Deposit - ~0,~53.881 50% 25,126.94
No. 31003914495633
2 ~ B
Date of death balance, plus accrued
i interest.
02/02/1998: M&T Bank - Checking Account
No. 47186623
! Date of death balance, plus accrued
interest.
69,135.67
50%
34,567.84
TOTAL (Also enter on line 6, Recapitulation)
59,694.78
,,~ SCHEDULE G
COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS&
,N,ER~TANCE TAX RE*URN MISC. NON'PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
SNYDER, ROMA M. 21 - 03 - 00973
lhis schedule must be completed and filed if tho answer to any of questio~ns 1 throu~gh 4 on page 2 is yes.
ITEM : DESCRIPTION OF PROPERTY the date of transfer DATE OF DEATH % OF
Include the name of the transferee, their relationship to decedent and
NUMBER : Attach a copy of the deed for real estate. IVALUE OF ASSETi DECD'S EXCLUSION TAXABLE VALUE
INTEREST i 0F APPLICABLE)
I Southwestern Life Insurance Company ~i,993.357 -
Annuity - Contract Number: 0006563580
Beneficiaries: Barbara Beam, Susan Seiler
and Chester H. Snyder, daughters and son.
Southwestern Life Insurance Company
Annuity - Contract Number: 0006304600
Beneficiaries: Barbara Beam, Susan Seiler
and Chester H. Snyder, Daughters and Son.
31,993.35
38,462.25
38,462.25
TOTAL (Also enter on line 7, Recapitulation) 70,455.60
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H '
FUNERAL--S&
ADMINISTRATNE COSTS
ESTATE OF
SNYDER, ROMA M. FILE NUMBER
! 21 - 03 - 00973
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
1
2
3
4
5
6
B.
FUNERAL EXPENSES:
Musselman Funeral Home
Bixler's/Royer's Flowers - funeral flowers
Trinity Lutheran Church - funeral service/funeral lunch
Rolling Green Cemetery - cemetery charges
Premier Catering - funeral lunch
Barbara Beam - reimbursement for items purchased for funeral lunch.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Susan Seller, Executri-.~
'~ ""~' ~'~;~ ,: , of Personal Representative(s):
·
Street Address 900 Acri Road
City Mechanicsburg, State PA Zip 17050
Year(s) Commission paid
Attorney's Fees Johnson, Duffle, Stewart & Weidner
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees Register of Wills - Cumberland County
Zip
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Cumberland Law Joumal- legal advertisement
The Patriot-News - legal advertisement
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
2,763.15
200.30
500.00
485.00
517.00
240.00
500.00
3,500.00
234.00
75.00
109.30
178.00
9,301.75
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SchedtleH
AdminMmive Cosls conlinued
SNYDER, ROMA M. i FILE NUMBER
- 21 - 03 - 00973
Register of Wills - file Inventory & Inheritance Tax Remm
25.00
Reserve for close-out costs
Register of Wills - short certificate
150.00
3.00
Page 2 of Schedule H
.~ = SCHEDULE I
~ DEBTS OF DECEDENT, MORTGAGE
OOMMONWEA'THOERENNSYLVAN,^ LIABILITIES, & LIENS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF : : :~ : :=~ :: : : ~
SNYDER, ROMA M. FILE NUMBER
~ 21 - 03 - 00973
Include unreimbursed medical expenses.
ITEM
NUMBER
!
2
4
7
i
DESCRIPTION
Neighborcare Pharmacy ~ decedent's account
ManorCare - 9/1/2003 - 9/6/2003 - room charge
East Pennsboro Ambulance Service - decedent's account balance
Dr. H. S. Fineburg - balance of visit charges not covered by insurance
Quantum Imaging - decedent's account balance not covered by insurance
Mobile X-ray Imaging, Inc. - decedent's account balance not covered by insurance
Milton S. Hershey Physician Group - balance not covered by insurance
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
74.24
1,127.75
82.50
112.91
1.78
73.33
90.84
1,563.35
REV,-1513 EX+ ~9-00) ,~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SNYDER, ROMA M.
NUMBER
I.
]
i SCHEDULE J
I BENEFICIARIES
I FILE NUMBER
21 - 03 - 00973
RELATIONSHIP TO
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY i DECEDENT
-- ~ D~h[ot List~'rustee(s)
TAXABLE DISTRIBUTIONS (include outright spousal distributions) ,
Linda Rutledge Delbridge [ Granddaughter
572 Rockrose Court
Incline Village, NV 89451
Lesley Rutledge Brown
2026 Woodcrest Dr.
Winter Park, FL 32792
Thomas Rutledge
870 Crab Orchard Drive
Roswell, GA 30076
Granddaughter
Grandson
4
Stephanie Seiler Hanlon
1266 Bridgewater Dr.
West Chester, PA 19380
Granddaughter
AMOUNT OR SHARE
OF ESTATE
$1,000.00 cash
bequest.
$1,000.00 cash
bequest.
$1,000.00 cash
bequest.
$1,000.00 cash
bequest.
II.
See Continuation Schedule(s) attached
,
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she t
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
i BEING MADE
:B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES continued
INHERITANCE TAX RETURN i
RESIDENT DECEDENT
ESTATE OF
SNYDER, ROMA M. FILE NUMBER
21 - 03 - 00973
NUMBER
RELATIONSHIP TO ~
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT ! AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
i-~I~:'TDIDI ITIr~MO [include outright spousal distributions, and transfers u~d~r 7
.......... · -~-,',.~..~J,'~o Sec. 9116(a)(1.2)]
Jeffi'ey Seiler Grandson : $1,000.00 cash
610 Lee Place ' bequest.
Frederick, MD 21702
Martin Snyder
4420 Grove Drive
Acworth, GA 30101
Amy Snyder Haskell
2805 Live Oak Court
Cummings, GA 30041
Lorraine Snyder Curia
2213 Spring Fern Court
Apex, NC 27502
Peter Beam
5630 Major Way
Sacramento, CA 95841
Grandson
Granddaughter
Granddaughter
Grandson
$1,000.00 cash
bequest.
$1,000.00 cash
bequest.
$1,000.00 cash
bequest.
$1,000.00 cash
bequest.
10
11
Lesley Beam Messer
2708 Beelmon Way
Raleigh, NC 27603
Barbara H. Beam
5207 Meadowbrook Dr.
Mechanicsburg, PA 17050
Grandson
Daughter
$1,000.00 cash
bequest.
One-fourth
residue.
12
13
14
Susan Seiler
900 Acri Road
Mechanisburg, PA 17050
Chester H. Snyder
7240 Glasgow Circle
Conway, SC 29527
Children of deceased daughter
Corinne May Snyder Johanos - deceased
December 18,2001:
Thomas Rutledge - 870 Crab Orchard Dr.
Roswell, GA 30076
Daughter
Grandson
Grandson
One-fourth
residue.
One-fourth
residue.
One-twelfth
residue.
Page 2 of Schedule J
· ' SCHEDULE J
COMMONWEALTHINHERITANCE OF TAX PENNSYLVANIA RETURN BENEFICIARIES continued
RESIDENT DECEDENT L
ESTATE OF
SNYDER, ROMA M. FILE NUMBER
. [ 21 - 03 - 00973
RELATIONSHIP TO
NUMBER , NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT
I DO Not List Trustee(s)
[include 0utright spousai distributionS, and transfers under
t TAXABLE DISTRIBUTIONS Sec. 9116(a)(1.2)]
16 gesley Rutledge Brown Granddaughter
2026 Woodcrest Drive
Winter Park, FL 32792
17
Linda Rutledge Delbridge
572 Rockrose Court
Incline Village, NV 89451
Granddaughter
AMOUNT OR SHARE
OF ESTATE
One-twelfth
residue·
One-twelfth
residue.
Page 3 of Schedule J
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of SNYDER, ROMA M.
also known as
, Deceased
No. 21-03-00973
Date of Death 9/6/2003
SocialSecurity No. 198-30-0246
Susan Seiler, Executrix
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true
and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unswom falsification to authorities.
Attorney:
I.D. No.:
Personal Representative
Susan Seiler, Executrix "
20558 Signature:
Address:
301 MARKET ST.
P. O. BOX 109
LEMOYNE, PA 17043-0109
Telephone: 717/761-4540
Personal Property
Signature:
Address:
900 Acri Road
Mechanicsburg,, PA 17050
Telephone: (717) 732-5237
Dated: o'~_ j~_O
Waypoint Bank - Certificate of Deposit No. 3134152746
Date of death balance, plus accrued interest.
15,011.95
Waypoint Bank - Certificate of Deposit No. 516019977
Date of death balance, plus accrued interest.
77,655.09
Miscellaneous personal items at ManorCare
100.00
Wt "oD p:Je!!oqul.qf3
Total Personal Property
$92,767.04
(Attach additional sheets if necessary) Total Personal property and Real Estate $92,767.04
Ct. IMONWEALTH OF PENNSYLVANIA
F ~ART~'IENT OF REVENUE
,.,OREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003594
MYERS EDMUND G
301 MARKET STREET
P O BOX 109
LEMOYNE, PA 17043
........ fold
'ESTATE INFORMATION: SSN: 198-30-0246
FILE NUMBER: 21 03-0973
DECEDENT NAME: SNYDER ROMA M
DATE OF PAYMENT: 02/23/2004
POSTMARK DATE: 02/20/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 09/06/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $9,542.35
!REMARKS:
· . CHECK//113
SEAL
TOTAL AMOUNT PAID:
99,542.35
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
ZNHERTTANCE TAX DTVTSTON
DEPT. 280601
HARRTSBURG, PA 17118-0601
COHHONNEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEMENT, ALLOHANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RE¥-I~I7 EX AFP ¢01-05)
EDHUND G MYERS
JOHNSON ETAL
PO BOX 109
LEHOYNE
A9:51
DATE 0r*-12-Z004
ESTATE OF SNYDER
DATE OF DEATH 09-06-2003
FZLE NUHBER 21 03-0973
COUNTY CUHBERLAND
ACN 101
Aeoun'lc Rem'i 'l:'tad
ROMA
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS L/NE I1~ RETA'rN LONER PORTTON FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTZCE OF TNHERZTANCE TAX APPRA'rSEHENT, ALLONANCE OR
DTSALLONANCE OF DEDUCT'rONS AND ASSESSHENT OF TAX
ESTATE OF SNYDER ROHA HFZLE NO. 21 03-0973 ACN 101 DATE 0r*-11-2004
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVAT'rON CONCERN'rNG FUTURE 'rNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rea/ Es~a*e (Schedule A) (1)
2. S~ocks end Bonds (Schedule B) (2)
3. Closely Held S~ock/Par~nershAp Zn~eres~ (Schedule C) (3)
q. Mor~gegas/No~as Receivable (Schedule D) (q)
$. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5)
6. Jo/n~ly Owned Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
B. To,al Assa~s
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expansas/Adm. Costs/MAsc. Expenses (Schedule H) (9)
10. Dab,s/Mortgage L/ab/IAi/es/Liens (Schedule I) (10)
11. To,al Deduc~/ons
12. Na~ Value of Tax Re~urn
9Z~767 Or,
59 z69r* 78
70zr.55.60
(8)
O0 NOTE: To lnsure proper
O0 cradA* ~o your accoun*,
O0 subeA~ ~ha upper portion
O0 of ~his form wASh your
~ax payment.
222,917. r*2
9,301.75
1,563.35
(11) ID .8(,5. ]§
(12) 212,052.32
15.
NOTE:
Cheri~able/govarnean*el Bequests; Non-elected 9113 Trusts (Schedule J) (13) . O0
Ne'l: Value of Es~a~e Sub~ec~: ~:o Tax (lq) 212,052.32
Tf an assessment was issued prev~.ously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
DISCOUNT {+J
INTEREST/PEN PAZD (-)
.0O
(15) .00 x O0 = .00
(16) 212,052.32 X Or*5 = 9,5r.2.35
(17) .00 x 12 = .00
(lB) .00 x 15 = .00
(19)= 9,5r*2.35
AMOUNT PAID
TOTAL TAX CREDZT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
ASSESSHENT OF TAX:
15. Amoun'~ of L/ne lq a~ Spousal ra~e
16. Aaoun~ of Line lq ~exabla a* Lineal/Class A ra~a
17. Amoun~ of LAne lq e~ Sibling ra~e
18. Aeoun~ of L/ne lq ~axabla a~ Collateral/Class B ra~e
19. PrincApal Tax Due
TAX CREDTTS:
PAYMENT ) RECETPT
DATE NUMBER
02-20-200q CD00359r*
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
9,542.35
.00
.00
.00
ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REIIUZRED.
'rF TOTAL DUE TS REFLECTED AS A 'CREDIT' (CR), YOU MAY BE DUE
REFUND. SEE REVERSE Si'DE OF THIS FORM FOR TNSTRUCTI'ONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decadents dying on or before December 1Z, 19BI -- if any futura interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonaaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such futura interest.
To fulfill the requirements of Section 21q0 of the Inheritance and Estate Tax Act, Act ZS of ZOO0. (TZ P.S.
Section 91fi0).
Detach the top port[on of this Notice and submit with your payment to the Register of Mills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications ara available at the Office
of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special Z0`-hour
answering service for forms ordering: 1-800-56Z-ZO50; services for taxpayers with special hearing and / or
speaking needs: 1-800-0`0`7-3020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disalloaance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA l?lZB-lOZ1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Rev[aw Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SI) discount of
the tax paid is allowed.
The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest
that has been assessed as indicated an this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January I, 1982 bear interest at the rate of
six (6Z) percent par annum calculated at a daily rate of .000160`. All taxes which became delinquent an and after
January 1, 198Z will bear interest et a rata which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO0` are:
Interest Daily Interest Daily Interest
Daily
Year Rata Factor Year Rate Factor Year Rate Factor
1982 20Z .00050`8 ~)'~%- 1991 llZ .000301 ~ 92 .00020`7
1985 16Z .0000,58 1992 9Z .00020`7 ZOOZ 67. .000160`
1980` 112 .000301 1993-1990` 72 .000192 2005 52 .000157
1965 13Z .000556 1995-1998 97. .00020`7 2000` 0`Z . go0110
1986 IOZ .000 Z70` 1999 77. . O 00192
1987 lOZ .000Z70` 2:000 7Z .OOglgZ
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUI~BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must ba calculated.
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM
YEARLY UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ROMA M. SNYDER
Date of Death: September 6, 2003
Will No.: 21-03-00973 Admin No.:
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 representative file a final account with the Court?
Yes No X
The separate Orphans' Court No. (if any) for the personal
representative's account is:.
Did the personal representative state an account informally to the
parties in interest? Yes X No
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.
Signature
Edmund G. Myers, Attorney
Johnson, Duffle, Stewart & Weidner
301 Market Street, P.O. Box 109
Lemoyne, PA 17043-0109
Address
,(717) 761-4540
Telephone No.
Capacity:
Personal Representative
X Counsel for Personal Representative