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Home My WebLink About02-0766PETlTlON FOR PROBATE and GRANT OF LETTERS 2t-02-"1be Estate of WILLIAM E. SNYDER also known as . Oeceasad. To: Resister of Wills County of Cumberland fn the Social Security No. 178 -14 - 3939 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older, is the personal representative named in the fast will of the above decedent, dated February 1, 2002. Decedent was domiciled at death in UPPER FRANKFORD, CUMBERLAND COUNTY, PENNSYLVANIA, with his fast family or principal residence at 31 Betty nelson Trailer Park, Carlisle, Cumberland County, Pennsylvania 17013. Decedent, then 82 years of age, died AUGUST 18, 2002, at J.C. Blair Memorial Hospttaf, Huntingdon, Pennsylvania. Except as follows, decedent did not many, was net divorced anef did not have a child born or adopted after execution of the will offered for probate; was not the victim of a klffing and was never adjudicated incompetent. Decedent at death owned property with estimated values as follows: (If dom~iled in Pa.) All personal property 5145,000.00 (!f trot domidied in Pa.) Personal property in Pennsylvania 5 (ff not domic.~ed in Pa.) Personal property in County $ Value of real estate in Pennsylvania situated as follows: 5 TOTAL 5145,000.00 WHEREFORE, petitsonar respectfully requests the probate of the last will presented herewith and the grant of letters testamentary thereon. DEBRA J. EC 206 CAPITOL HILL ROAD APT 15 DILLSBURG PA 17019 ,. - OATH OF PERSONAL REPRESENTATlYE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBi=RLA1~iD . The petitioner above-named swears that the statements in the imegoing petition are true and correct to the best of the knowledge of petitioner and that as personal representative of the above decadent, petitioner will wei! and truly administer the estate according to taw. Sworn to and subscribed before me this z2r~day of DEBRA J. EC August, 2002 _ Regis r ~ ~ .,,~. a ``~~~`~, 1 ~ V'-f ' Estate of WILLIAM E. SNYDER, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, August 2z 2002, in consideration of the petition attached hereto, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated February 1, 2002, described therein, be admitted to probate and filed of record as the last will of WILLIAM E. SNYDER and Letters Testamentary are hereby granted to DEBRA J. HABAJEC. ~ - s ~,~ ACTING egister Wills ` `,(,~: ` ,~ FEES ~~ _ Probate, Letters, Etc. $ 235.00 Short Certificates $ 24.00 I~~~ xtra pages$ 6.00 jcp $ 5.00 TOTAL $ 270.00 Filed: 8-22-2002 HAROLD S. IRWIN I (ID NO 35 East High Street Carlisle, PA 17013 717-243-6090 S~ 1 "'pis is tc r('~r'. ..r,;r t~l' (n~<,rm<(ticm sere t~ivrn rs ~r,)rrecd~` coped f'ru~rr an c)I-t~;ur,l certificrl~r i)F ~~L•ati~ duly I, ea wtrh nic a~5 ~ILaI tic~;lsrrar. The c)ri~~t(~a~ i:c~rz)fi~are wlll be.r>rwarded to the Jrat.e A%;ta! TZrc(~rds OH=lee fc,r p~rl~;.in<~nr !ilint~. V'VARNING: 9~R is illegal to duplicate this copy ~y pheltostat o~ pho~ograpld. ~ gso7~45 H, OS., N Rev, 1191 •RINT NENT <+Nx 3~ 1,,~,(I ~:e~ «(~_fl ;,~II~ COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH (Coroner) ~ NAME Of DECEDENT (First, Middle, Las) SE% SOCIAL SECURITY NUMBER DATE OF DEATH (MMm, Day, Year) +. William Elmer Snyder 9• Male 3. 178 14 3939 e• A ust 18, 2002 AGE,Last Bnmday) UNDERIVEAR UNDERI DAY DMEOF BIRTH BVRTHPUCE (CiyanO PUCE OF DEMH(Cnack oniyona-see irwrucfbnson «ner vtla) Mtnlha Deya Moure Minutes (MOnm. Dey, Mar) Slate or Forego Country) HOSPITAL: OTHER: 82 Yom. my 12,192 Petersburg, PA '"pa'"^' ^ E"'Dole'"M ~:] 0OA ^ ~m:"9 ^ RsaiasnM ^ (p$pMaesy) ^ s, e. 7. ea. ' COUNTY OF DEATH ~ CI BORO POF DEATH FACILITY NAME(11n«institution, give stren antl numDery WA$DECEDEN70F HISPANIC ORIGIN? RACE •Amerkan lrMian, B"Ck, White. etc. No BGhJ Yes ^ II yes, epeolly Cuban, ~P•C~Y) Huntin don J C Blair Memorial Hos stet Meskan, Puano Rican, etc. • „ Huntingdon ,~ 9 rb White P~ . . . 9. ,g, DEGEDEt/T'S USUAL OCCUPA71ON HIND OF BUSINESS/INDUSTRY WAS DECEDENT EVER IN DECEDENT'S EOUCMION MARITAL STATUS~Married SURVIVING SPOUSE most U.S. ARMED FORCES? . h' heal ads netl Never MarrMd, VAdowed. (It wde. give maiden name) (Give lunddvgrk done dwirg r o/workep tile; do not use r~df etl.) n J:l ~^ Elementary/Secondary College Divorced (Specify) a y+ ,1a1•"~ SQrV.SI,] rT/. 1tD. Coll a ,~. 14~ 1 (D7 (1J Or5~) t1. W~.dO ed 16. DECEDENT'S MAILING ADDRESS (9ren. Cay?own, State, Zip CCda) 31 Betty Nelson COUrt DETUD`NT'S ,7\ State PA DIO 17a® `ha, decsdeM livM in Lower Frankford twp Carlisle, Pa 17013 RESIDENCE Mcedenl ~ '~"'n'~'°"a "y\'"a ,.. °"°`"°`~") ,7b.ct„n Cumberland townehlp7 17d.^~'~hm°si~« ~~. FATHER'S NAME (Pleat, Midde, Last) MOTHER'S NAME (First, Middle, Maiden Surname) ,e. William Cla Sn der 19. / INFORMANT'$NAME (TyperPrmt) INFORMANT'S MA ING ADDRESS (Street, City? n, State, Zip Code) aw Debra J. Haba'ec 206 Ca itol Hill Rd. Dillsbur PA 17019 METHOD OF DISFOSI710N DATE OF DISPOSITION PUCE OF DISPOSITION•Neme of Cemetery•Crematary LOCATION~Ciryrtown, State Zip Code Bur4l ^ Cremnion [~ Rsnkfval Irom Stan ^ (MOnm, Dey, Year) a Du»r P"cs , 2°; "`"'^ O1be"$°°`'"' ^ ,,, A 20, 2002 „~orktowne Cremation Serv. ,,. York, PA ' SIONAT FFUNERALSERVICE ENS PER CTINGASSUCN ~` ~ LICEN$ENVMSER ~ NAMEANOAODRESSOFFACILITV Hoffman-Roth Funeral Home n.. -~+ ---' _ zte. 013144 L Mt. 9 H v i P CompM ems 23a<ony wean cenHymg To me D9et al my Wwwledge, death occurred at mstime, dale erM piece stated. LICENSE NUMBER GATE SIGNED physic"n"n« avaaada at time of deem to (Sgneture and Tit") (MOnm Dey Year) an+ry cause «deam. , , 23\. 33b. 9x. ' Neme YA-28 must be competed by TIME OF DEATH DME PRONOUNCED DEAD(Manlh, Dey. Year) WAS CASE REFER RED TO MEDICAL EXAMINER/CORONER? • parron woo promunGa a\th. 1-'VLl U~ Zo0 L 7' 3~' AM te :a Ye'~ ,FSoF No^ . . . :e. T7. PART L' Eller lM dneHSa, injuries or Wmplitatipna wok" Caused IM tleaN. 0o not enter the motle al dylrg, each es Cardiac or r apkelory emeri, shock or Men 'allure. IApproslmen PART 11: Olner significant tontl"ions conmDUting to diem, dA Lnl only oM Csuae on each Nna. ~ interveN»IwNn not r•euhing In the undartylrp cause givM M PART t. NIMEdATE CAUBE (Foal loose' ell death Hoene or coronion M U 'Ai ! ~RR T t ~ , an , c oGaR 0 reaupinp in Ceam)-- a. DUE (OR ASACONSEOUENCEOq: i . SeRIMMiaey ap NndNioM D. e arty. "adkrp tp immadlau OUE TO (OR AS A CONSEQUENCE OFt: • uuw. EMn UNDERLYING ~ CAUBE(Diaease a'myrry g ton kk1"tBtl axon DUE TO TOR AS A CONSEQUENCE OF): I reaulanp in denh) LAST a l yWS AN AUTOPSY PERFORMED? WERE AUTOPSY FINpINGS AMIIUBLE PRIQR TO MANNER OF DEATH DME OFINJURY M Y TIME OF INJURY IWURY AT WORK? DESCpIBE HOWINJURV OCCURRED. COOM~ETION OF CAUSE NsWrn ® Homklde ^ ( onth, Dey, eat) I AL~ ~~ ZU o 2 vss ^ No ~] ~p {{~~ ACC"em ^ PsMing lnvenigatkn ^ 30a. M. ~ 3 Na ^ No 461 Yn ^ No Iq.l 9ukiM ^ C ld b d l i d ^ PLACE OF INJURY ~ AI home, term, nreH, factory, ohka LOCMION IStren. CkyROwn, Stan) tM 3e0 ou rbl e erm ne e Z9 Dulttling, att. (SDaC~~ 1 L - ' ~~ BJ~ t~ - ~ ~ I . . . 30\. V•C. 1 (Z ( W U•1 3fM. ! ~ ~ CEAT,flER ICneck «ay one) 'CERTIFYING PHYSIGAN (Pnyak;ian eenBying cause of deem when enomer physitnn hn Oronour¢ed deem antl compl0ted ham 23) SIGNAT ANDTITLE OF CERTIFIER To tlN DHI o, my krwwladp\, death eCeumd due to tM eawep) and manner as Mated .... . ................................................ ^ £ l 4' Q/ZDM'L 310. 'PRONOUNCING AND CEItTIFY1NG PHYSICIAN Ph ( Ys~•n bom prorouncing deem ell certeying to Cause «deem) UCE SE NUMBER GATE SIGNED iMOnm. DayfVeer) ' To tM Deal of kro my wtedg., bath oceurtad a1IM time, daN, all pl\Ce, and tlu\ to me uuta(fj and mmMr as Haled .......................... ^ )~ ~ ) d ~ V 71t. 3,d. Z NAME AND ADDRESS OFP ON WHO COMPLET~Eq CAUS 'F DEMH (Item 2T)Type or Print ~ q 'MEDICAL EXAMINERICORONER • On Ma bash ofenminatlon andsorlnvaetlgnlon fn my oplnlon Death oetuned at,ha tlma data and laC and d totM d p oil n ld ~ IZd.e /l rte. e {n f J --v I7jo OX aO/ Yr1 , , , , p q w Cauas(Q an V-„ manner as HHed .................................................................... ...... .... .... ... ............. p~ - . a - s .. (yL J ~A V + 31a / / / ~ (' t~ 33. ~<<• S%~' J 71P P4 REGISTRAR'S SIGNATURE AND N ~~) I ~ A F ~ DATE FILED (MOnM, Day, Year) . 33. e~ 3.. . ~ aa~a-. ~~ , L LAST WILL AND TESTAMENT 21-02-766 I, WILLIAM E. SNYDER, of 31 Betty Nelson Trailer Park, Carlisle, Cumberland County, Pennsylvania 17013, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds andlor bills of sale therefore, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my spouse, MARTHA K. SNYDER. 4. If my spouse does not survive me by a period of at least sixty (60) days, then my estate I give, devise and bequeath to my son, Ridgley K. Snyder, and my daughters, Carol J. Lucas and Debra J. Habajec, share and share alike, subject to the provisions of paragraph five below. 5. If Carol J. Lucas or Ridgely K. Snyder do not survive me, then the share of my estate given to such deceased beneficiary I give, devise and bequeath to such .,. deceased beneficiary's children, share and share alike. If Debra J. Habajec does not survive me, then the share of my estate given to her I give, devise and bequeath to my granddaughter, Rebecca A. Bricker. 6. 1 nominate and appoint my spouse to be the personal representative of my estate, to serve without bond. If my spouse cannot or does not serve, then I appoint Debra J. Habajec to be the substitute personal representative, also without bond. 7. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, 1 have hereunto set my hand and seal this 1St day of February, 2002. ~„~,~~~- Gr (SEAL) WILLIAM E. SNYDE Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. /' ,.~' WE, WILLIAM E. SNYDER, RHONDA S. IRWIN and HEATHER A. BARBOUR, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. WILLIAM E. SNYDER i RH NDA S. IRWIN r, FATHER A. BARBOUR COMMONWEALTH OF PENNSYLi/ANiA COUNTY OF CUMBERLAND :ss: Subscribed, sworn to and acknowledged the testator herein, and subscribed and sworn t HEATHER A. BARBOUR, witnesses, this 1Sj d Notarial Seai Public Hardd S• Irwin lil, Notary Carlisle Boro, Cumberlandt 23, 2002 My Commission Expires SeP Member, Pennsylvania Association of Notaries before me by WILLIAM E. SNYDER, o before me by RHONDA S. IRWIN and ay~of February, 2002. .1 : /7-J?f-5 D/ REV-1500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMaER DECEDENT'S NAME (LAST. FIRST AND MIDDLE INITIAL) SNYDER, WILLIAM E. DATE OF BIRTH DATE OF DEATH JULY 12, 1920 AUGUST 18, 2002 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MI OLE INI tAL) SOCIAL SECURITY NUMBER 21 COUNTY CODE SOCIAL SECURITY NUMBER 178 -14 - 3939 02 YEAR 0766 NUMBER l 1. Original Return _ 2. Supplemental Return 4. Limited Estate _ 4a. Future Interest Compromise (for dates of death after 12-12-82) _ 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return (dates of death prior to 12-13-82) 5. Federal Estate Tax Return Req X 6. Decedent Died Testate - (Attach copy of Will) EX. A 9. Litigation Proceeds Received 8. Total No. of Safe Deposit Boxes 11. NAME HAROLD S. IRWIN, III TELEPHONE NUMBER 717-243-6090 1. Real Estate (Schedule A) COMPLETE MAILING ADDRESS 35 EAST HIGH STREET, SUITES 201/202 CARLISLE, PA 17013 10. Debts, Mortgage Liabilities & Liens (Schedule I) (1) OFFICIAL USE ONLY 0.00 (2) ;. c: :oii? 0.00 :; rr Ei ::1" I't i:'":1 (3) t. ~ ~ ':;? 75,000.00 c L ,,-., ':~:< (4) c:: z 0.00 I (5) .,. 55,549.33 (6) '"U 0.00 N (7) r':) 2- 7,414.34 Ul (8) 137,963.67 (9) 17,972.86 (10) 0.00 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages and Notes Receivable (Schedule 0) 5. Cash, Bank Oep & Mise Personal Property (Sched E) 6. Jointly Owned Property (Schedule F) 7. Transfers I Misc. Property(Schedule G) (Schedule L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Sched H) 11. Total Deductions (total Lines 9 & 10) 16. Amount of Line 14 taxable at lineal rate $119,990.81 (11) 17,972.86 (12 119,990.81 (13) 0.00 (14) 119,990.81 x - = (15) . 0,00 x.045 (16) 5,399.59 x .12 = (17) 0.00 x .15 = (18) 0.00 (19) 5,399.59 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Amount of Line 14 taxable at the spousal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate $ 19. Tax due ~ Decedent's Complete Address: STREET ADDRESS 31 BETTY NELSON TRAILER PARK . CITY I STATE I ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 18) 2. Credits I payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) $5.399.59 Total Credits (A+B+C) (2) 3. Interest I Penalty 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 + Une 3 is greater than Line 2. enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (5A) (5) $5.399.59 B. Enter the total of Line 5+5A. This is the BALANCE DUE. (5B)$5,399.59 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 a. retain the use of income of the property transferred; ................................... b. retain the right to designate who shall use the property transferred or its income; ........ C. retain a reversionary interest; or ........................................................................... d. receive the promise for life of either payments, benefits or care? ............................... 2. If death occurred on or before December 123, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12. 1982, did decedent transfer property within one year of death 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? ............ ......... ......................................................... ........................ 4. Did decedent own an individual retirement account. annuity, or other non.probate property? ...... No -1L --1L --1L --1L N/A --1L -L 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 personal representative is based on all information of which preparer has any knowledge. PONSIBLE FOR FiliNG RETURN ,APT 17, DILLSBURG, PA 17019 THE THA SONAL REPRESENTATIVE DATE JUNE 4--: 2002 55 35 EAST HIGH STREET, CA For dates of death on or after July ,19 surviving spouse is 3% [72 P,S. See . QATE , PA 17013 JUNE cr, 2002 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the 116 (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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child tw'enty..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)[72 P.S. Section 9116 (a)(1)J. The tax rate imposed on the net value of transfers to orfor 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. ; REV-1502 EX + (12-85) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WILLIAM E. SNYDER (Property jointly.-owned with Right of Survivorship must b9 disclosed on Schedule F) All real estate should be reported at fair market value which 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 faets. ITEM DESCRIPTION NUMBER SCHEDULE A REAL ESTATE FILE NUMBER 2002 - 0766 VALUE AT DATE7 OF DEATH NONE TOTAL (Also enter on Line 1, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1503 EX + (4-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WILLIAM E. SNYDER (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION NUMBER SCHEDULE B STOCKS AND BONDS FILE NUMBER 2002 - 0766 VALUE AT DATE OF DEATH NONE TOTAL (Also enter on Line 2. Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-,S04 EX + (3-92) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY HELD STOCK PARTNERSHIP AND PROPRIETORSHIP ESTATE OF WILLIAM E. SNYDER ITEM NUMBER FILE NUMBER 2002 - 0766 DESCRIPTION VALUE AT DATE OF DEATH NONE TOTAL (Also enter on Una 3, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1507 EX + (6-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES AND NOTES RECEIVABLE ESTATE OF WILLIAM E. SNYDER (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION NUMBER FILE NUMBER 2002 - 0766 VALUE AT DATE OF DEATH 1. LOAN TO RONALD and MICHELLE BRICKER $ 75,000.00 TOTAL (Also enter on line 4, Recapitulation) $ 75,000.00 (If more space is needed, insert additional sheets of same size.) REV-1508 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF WILLIAM E. SNYDER (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION NUMBER FILE NUMBER 2002 - 0766 1. FURNITURE AND MISCELLANEOUS HOUSEHOLD GOODS VALUE AT DATE OF DEATH 2. SCUDDER INVESTMENT ACCOUNT ( Value based on statement attached as Exhibit "B") 3. PREPAID FUNERAL ACCOUNT 4. MOBILE HOME (Value based on sale price as indicated on MV-4ST (5-00) attached as Exhibit "C") 5. 1999 FORD TAURUS STATIONWAGON (Value based on Kelley Blue Book valuation attached as Exhibit "0") 6. DICKINSON COLLEGE RETIREMENT CHECK 7. AARP - Medical Insurance Reimbursement $ 750.00 35,941.98 1,236.71 10,000.00 7,135.00 369.54 116.10 TOTAL (Also enter on Line 5, Recapitulation) $ 55,549.33 (If more space is needed. insert additional sheets of same size.) REV-1509 EX + (12-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WILLIAM E. SNYDER SCHEDULE F .JOINTLY-OWNED PROPERTY FILE NUMBER 2002 - 0766 Joint teoaot(5): NAME ADDRESS RELATIONSHIP TO DECEDENT A. 8. c. Jointly-owned property" ITEM LETTER DATE DESCRIPTION OF PROPERTY TOTAL DECD'S DOLLAR NO. FOR MADE VALUE % INT. VALUE 0 JOINT JOINT OF ASSET DECEDENT'S TENANT INTEREST NONE TOTAL (Also enter on line 6, Recapitulation) NONE (If more space is needed. insert additional sheets of same size.) REV-1510 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WILLIAM E. SNYDER 2002 - 0766 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. SCHEDULE G INTERVIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ITEM DESCRIPTION OF PROPERTY DATE OF NUMBER Include name of the transf~H. their relationship to decedent, date of transfer DEATH %OF EXCLUSION TAXABLE VALUE OF DECO'S (if applicable) VALUE ASSET INTEREST 1. M & T BANK - Checking Account No. 2675008276 (Value based on bank statement attached at Exhibit liE") $10,414.34 50% $3,000.00 $7,414.34 TOTAL (Also enter on Line 7, Recapitulation) $ 7,414.34 (If more space is needed, insert additional sheets of same size.) REV-1511 EX + (7-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF WILLIAM E. SNYDER FILE NUMBER 2002 - 0766 ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1. HOFFMAN ROTH FUNERAL HOME, INC. $ 2,025.00 2. CUMBERLAND VALLEY MEMORIAL GARDENS - Grave Opening 300.00 B. Administrative Costs: 1. Personal Representative Commissions: DEBRA J. HABAJEC 6,518.55 Social Security Number of Personal Representative:: Year Commissions Paid: 2003 2. Estimated Total Attorney Fees: HAROLD S. IRWIN, III 7,268.55 3. Family Exemption: Claimant Relationship Address of Claimant at decedent's death: Street Address City State Zip Code 4. Probate Fees: REGISTER OF WILLS 270.00 C. Miscellaneous Expenses: 1. REGISTER OF WILLS. File Inventory and Appraisement 25.00 2. HAROLD S. IRWIN, III . Notary Fees 10.00 HAROLD S. IRWIN, III - Previous Attorney Fees from Bricker Case 167.35 3. 4. DEBORAH KEPNER, TAX COLLECTOR - Property Taxes 197.76 5. PRUDENTIAL - Car Insurance 100.00 6. BE~ NELSON TRAILER PARK- Lot Rent 765.00 7. PROPERTY REPAIRS 75.00 8. AGWAY - Propane Gas 250.65 TOTAL $ 17,972.86 (If more space is needed. insert additional sheets of same size.) REV-1512 EX + (1-93) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WILLIAM E. SNYDER ITEM NUMBER SCHEDULE I DEBTS OF DECEDENT, MORTGAGES, LIABILITIES AND LIENS FILE NUMBER 2002 - 0766 DESCRIPTION AMOUNT NONE TOTAL (Also enter on Line 10, Recapitulation) NONE (If more space is needed, insert additionsl sheets of same size.) REV-1513 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WILLIAM E. SNYDER SCHEDULE J BENEFICIARIES FILE NUMBER 2002 - 0766 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: 1. RIDGLEY K SNYDER SON 1/3 RESIDUE 1185 EASY RD CARLISLE PA 17013 2. CAROL J LUCAS DAUGHTER 1/3 RESIDUE 262 S LEWISBERRY RD MECHANICSBURG PA 17055 3. DEBRA J HABAJEC DAUGHTER 1/3 RESIDUE 206 CAPITOL HILL RD APT 17 DILLSBURG PA 17019 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: NONE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on Line 13, Recapitulation) $ NONE (If more space is needed, insert additional sheets of same size.) LAST WILL AND TESTAMENT I, WILLIAM E. SNYDER, of 31 Betty Nelson Trailer Park, Carlisle. Cumberland County, Pennsylvania 17013. do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. give, devise and bequeath all of my estate of whatever nature and wherever situate to my spouse, MARTHA K. SNYDER. 4. If my spouse does not survive me by a period of at least sixty (60) days, then my estate I give, devise and bequeath to my son, Ridgley K. Snyder, and my daughters, Carol J. Lucas and Debra J. Habajec, share and share alike. subject to the provisions of paragraph five below. 5. If Carol J. Lucas or Ridgely K. Snyder do not survive me, then the share of my estate given to such deceased beneficiary I give. devise and bequeath to such deceased beneficiary's children, share and share alike. If Debra J. Habajec does not survive me, then the share of my estate given to her I give, devise and bequeath to my granddaughter, Rebecca A. Bricker. 6. I nominate and appoint my spouse to be the personal representative of my estate, to serve without bond. If my spouse cannot or does not serve, then I appoint Debra J. Habajec to be the substitute personal representative, also without bond. 7. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1st day of February, 2002. ~;~~ "\ C47- J..I'\,.o. WILLIAM E. SNYOE (SEAL) Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses.' WmrAtJd J>>Jt~) iL ~/ ? /7 . .~ 'fi ./- ff'~M-- ACKNOWLEDGMENT AND AFFIDAVIT WE, WILLIAM E. SNYDER, RHONDA S. IRWIN and HEATHER A. BARBOUR, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. ~<<.~/ ~ ~ WILLIAM E. SNYDER ' ~ ' J ./JIIf() RH NDA S. IRWIN ~ COMMONWEALTH OF PENNSYLVANIA :55: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by WILLIAM E. SNYDER, the testator herein, and subscribed and sworn to before me by RHONDA S. IRWIN and HEATHER A. BARBOUR, witnesses, this 1ST. da of February, 2002. Notarial Sea: Old S IrwIn Ill, Notary PubUc c~~~s'e Boro. CUmbel1;:c;;n~~2 \ Mv Commlss1of1 ElCplres . ,...ennsyh/am8 AsSOC:l!hOn ot Notenes "'~erriD€ - & - .G1BB FINANCIAL SERVICES, 1Ne. 16 West Pomlcel Slreet. Carlisle PA 17013 iN) 249-3737 FAX !7'?J 249'8010 May 20,2003 Debra Habajec 206 Capitol Hill Road DiIlsburg PA 17019 RE: Estate Account for William Snyder Dear Debra. Enclosed you will find the letter of authorization to close your Dad's Scudder Accounts. Sign both the letter and W-9 as indicated. Return to me in the enclosed envelope or feel free to drop off at the office. As you requested following are the date of death (81\ 8/2002) values for the Scudder Funds registered to William E. Snyder and Martha K, Snyder JT\\iROS: Scudder Total Return 302-133060741 $ 8455.63 Scudder US Govt 318-133060741 $8447.17 Scudder Income Fund 763-133060741 $19,039.18 Sincerely, Vl ~ I)l-t~~ Lisa Riggleman Registered Sales Assistant 3'2n,," O~ICC CaClace: Gran & Co. Inc. Member. NASD and slPe _.._ ,~,"'8_- No.1163869 , . I CERTIFY THAT ON MONTH DAY YEAR I HAVE CHECKED TO DETERMINE THAT THE VEHICLE IS INSURED AND. 'I: _. . ISSUED TEMPORARY REGISTRAllON TO THE ABOVE APPIJCANT. IN ,."c COMPlJANCE WITH AU. APPI.JCABLE PROVISIONS OF THE VEHICLE CODE ISSUING AGENT SIGNATURE TELEPHONE NO. . ~ ~ AND DEPARTMENT REGULATIONS. ) "', ", lIWE CERTlFY THAT I!WE HAVE EXAMINED AND SIGNED THIS FORM AFTER ITS COMPlETION AND THAT THE INFORMATION GIVEN IS TRUE AND CORRECT. IF AN EXEMPTION IS CLAIMED, THE PURCHASER FURTHER CERTlFlES THAT HE/SHE IS AUTHORIZED 10 CLAIM THIS EXEMPTlON.I!WE N:KNOWLEDGE THAT I/WE MAY LOSE MY/OUR OPEMrNl f,Jk ,',.. PRMLEGE(S) OR VEHIClE REGISTRATION(S) FOR FAIlURE 70 MAINTAIN FINANCIAl. RESPONSIBILITY ON THE CURRENTlY REGISTERED VEHICLE FOR THE PERIOD OF~ ~. REGISTRATION. I/WE ACKNOWI..EOOE THAT I/WE MAY BE SUBJECT 70 A FINE NOT EXCEEDING $5.000 AND IMPRISONMENT OF NOT MORE nw-l TWO YEARS FOR NN -'" I FALSE STATEMENT I/WE MAKE ON IS FORM, . "- Signer TELEPHONE NUMBER Signa :",;:( .... nt""'"C".\!f!-.';' , '., I~ 01 ~ ~ ~ ~ ~',\ir~'~..c:..SeoOOO.~:.~SIgrw.:l :,~..,~;..~~~~~~~~.~~~~t~J' '-'-' , . Signattn cf Co--Purl;:haerIT1tle of Authortzed Siglllll' . . t_;,i"~~_,:~"'J.I':'\, "-, "'~" Signature of Co-SeIIBr 'I', ' ' "'.f,...'......'l>. ,:'....,..... ~ ~ ." Right 01 Survivors'" ( n death alone owner, tille goes to surviving owner.) CHECK HERE O. Olherwlae,'"lhe;-tItle " ~4 ~, will be issued as -,Tenants In,Common- (On death ,of one owner, interest of deceased owner goes to hls/hertlelra Ot.~ ~. ..:'- 9stat8).1-0;% l,~~... _"'~~'j;-"'- ,....~,~;,~'"";-,:J-~. J..-_- ~'~. >, . ~~-,1~~"'~i'-',.. ;~";t " - ~ '~~ . NOTE' IF me: VE'HlCLE IS TO BE USED ~ A DAILY RENTAL OR LEASED VEHICLE CHECK THIS BLOCK 0 . IF BLOCK IS CHECKED, COMPLETE NtO ATTAa:t"RiAM"liY.L~"'I~ , .',,:,- /..;;,~.. ''; '"~, '""" '~:. 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',"""P. - j CO-PURCHASER .:Jll1 r/-.. \-\ .. .o..;..... ,'I '\i', ~ ,~ " h~; SlFlEET, .- ~IM8Y'"', CITY )-;;-J~~_,: '.,;-v COUNTY CODE , .r.. , REFER 10 COUNTY cooes USl'ING ON REVERSE see OF PltIIK COPY . ~~ I',., '~_". '.:,.-,.. !j;~AJF "S'.'U' ,', ;-"-,:~::-'ej;' STATE '; I-ZIP CODE_ 0('; " ,- ,r ,_' ~~..'t ... : ): ':112,",';~".~ i _,_~~,,1. . '1h.J'-I'~(~' .-,,,,,,",,:!/. f' 3 JJ.2:. ":-... "'~.-; .;,~ ~:: r .. - '"'"!' c..t- 6. Transfer Fee - !~r . (H..' (1 '.i=:" :/:' '.';"';"".. "!-:l:O '~r.'" E. MAKE OF VEHICLE .:; VEHICLE IDENTIFICATION NUMBER ,t 7. Increase Fee u . ::.'. MODEL YEAR CONomON OGOOO ~;'/:,:.,~~~r ~"... o POOR .,- Fee OFAlR' ,..~.~. '~:;'I'~, . , '~-'. 9. ORIGINAL PLATE . t/ Check One PLATE 70 BE ISSUED BY BUREAU (PROOF OF IN- SURANCE MUST BE AT- ED.) o mANSFER OF PREVIOUSLY ISSUED PLATE ,,:1;:, o lRANSFER& RENEWAL OF PlATE ~~.: o TRANSFER & REPlIICEMENT OF PlATE .. O 11.GRAND'TD1'.I.L TRANSFER OF PlATE & REPlACEMENT OF STlCKER (Add Q & 10) REASON FOR REPLACEMENT DlOST 0 DEFACED o o:e~~~~~~E~b~ block Is checked a VlN 10. 2.9 .",. " " T01l\l PAlO (Add 1 thruB) " - .~,~,.,. .'. Send 0.. Check In . '"'" Amount -' '~ S"Zl . "O~ ""'<1" ~~ .II- 1~ ~ii: .... Form MY....... '; ,"' ....-.....' RELA110NSHIP TO ~ ....,:.. ~~?(I~~~ .f,' EFFECTlVE 'i;; ~)~:. :";-'";..:,' ,"""- ~ ':i"'l--;j,' ,~.....,.., DATE ISSUING AGENT (PRINT NAME) fSSUlNQ '. AGEI>IT INFQR- . MATION' ..,:....:~',:J" 1ST ASSIGN- MENT "'2ND ASSlGN. MENT Kelley Blue Book Us~d Car Values , . - About kbb Home ~ Blue Book The Trusted Resource Blue Book "rifet Watch Enter your email to get the latest kbb.com Blue Book Private Party Report Pennsylvania. May 21,2003 1999 Ford Taurus SE Wagon 40 ~ . " ~~ - - - "" fI_ _4=" ~ Buv a New Car Buy a Used Car b-l~L'LQ\,Ir Car For Sale Online Free Lemon Check ,ll.uto Loans from 3.99% APR Insurance Ouote Warrantv Ouote Print "For Sale" Sian Payment Calculator Sell vour car on eBav Motors r -i ~~~ ~, . ' .,.--- - ~, / Engine: V6 3.0 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 50,000 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Control AM/FM Stereo Cassette Dual Front Air Bags Roof Rack Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title historv is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value $7,135 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private party. Get the latest Blue Book ",.,.h' W40Ich Get a Used Car Trade-In _'i<;l.lue Getlnvoice & M.S.gP~o_Ne...... .Cars C;~~ .i;LPerson to Person Auto LO.EfI Page) uJ .2 Le 5iO' 'Pa?.f' ,. 1 DocU!"ent Name, Sessiona STMT ACTION PROD CODE DDA CURR CODE ACTN POST EFFECTIVE TRACE ID 08/13 CO STFD 1 96 OP EBRN COlD ACCT THF TRANSACTION STMT FORMAT 02/08/22 MS 50852 ACTION COMPLETE 9.49.44 2675008276 SHORT NAME SNYDER WILLIAM PAGE 3 SEARCH FROM 102/07/01 THRU CHECK NUMBER TRAN AMOUNT D/C DESCRIPTION 102/08/20 BALANCE 071100262258780 08/15 0032775499 08/16 0032872226 08/19 0031456302 08/19 0032122076 08/20 0032396229 INS COMPANIES INS 3530 CHECK NUMBER 3530 3529 CHECK NUMBER 3532 CHECK NUMBER 3528 CHECK NUMBER 3531 CHECK NUMBER 3531 80.18 PREM 164.18 D 10,660.81 2012118020811C D 10,496.63 82.29 D 10,414.34 3529 3,000.00 3532 2,122.63 3528 D 7,414.34 D 5,291.71 150.00 D 5,141.71 PF: 1-HELP 3-PLVL 6-INQ 7-SB 8-SF 9-ASUM 11-CUTO ..-STSM . M&T BANK High Slteet . Carlisle /)jfq AUG 23 '02 ~"" ~p~W Date: 8/22/ 2 Time: 09:50:38 AM ~~ CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. To the Register: WILLIAM E. SNYDER AUGUST 18, 2002 2002 - 00766 Admin. No. 21 - 02 - 0766 I certify that notice of beneficial interest or estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on August 26, 2002. Name RIDGLEY K SNYDER CAROL J LUCAS DEBRA J HABAJEC Address 1185 EASY RD CARLISLE PA 17013 262 S LEWISBERRY RD MECHANICSBURG PA 17055 206 CAPITOL HIOLL RD APT 17 DILLSBURG PA 17019 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None August 26, 2002 HAROLD S. IRWIN, I , ESQ IRE 35 East High Street, Suite 201 Carlisle, PA 17013 717-243-6090 Atty for Estate of WILLIAM E. SNYDER J BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT HAROLD S IRWIN III STES 201 202 35 E HIGH ST CARLISLE PA 17013 REY-1607 EX AFP (O1-PS) DATE 07-28-2003 ESTATE OF SNYDER WILLIAM E DATE OF DEATH 08-18-2002 FILE NUMBER 21 02-0766 COUNTY CUMBERLAND ACN 101 Aeount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subeit the upper portion of this fore with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-03) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT *~(* ESTATE OF SNYDER WILLIAM E FILE N0. 21 02-0766 ACN 101 DATE 07-28-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-14-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 5,399.59 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 06-04-2003 CD002643 .00 5,399.59 07-15-2003 CD002803 12.58- 12.58 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT'• (CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 5,399.59 .00 .00 .00 STATUS REPORT UNDER RULE 6.12 Name of Decedent : WILLIAM E. SNYDER Date of Death : 8/18/2002 Will No . 21-02-0766 Admin . No .2102-0766 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 ~ 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 _~ b . The separate Orphans ' Court Na . (if any) for the personal representative ' s account is : N/A c . Did the personal representative state an account informally to the parties in interest ? Yes ~ No d . Copies of receipts , releases , joinders and approvals of formal or informal accounts may be filed with tt~e Clerk of the Orphans' Court and may be attached to this reps rt . Date : 4/2/2004 ,.~;1'`~ °~ Signature ( 717) - 2436090 Tel . No . Capacity : Personal Representative -~ Counsel for personal representative ;' ~~ ~'" °~ J ~~ ,, Name (Please type or print ) 64 SOUTH PITT STREET CARLISLE PA 17013 Address 1 ~~o ~ ~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 28Db01 HARRISBURG, PA 171za-DbDl NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% AFP (01-037 DATE 07-14-2003 ESTATE OF SNYDER WILLIAM E DATE OF DEATH 08-18-2002 FILE NUMBER 21 02-0766 .uNy ~.Ui_ ~~ OO~NtT~15 CUMBERLAND HAROLD S IRWIN III ACN 101 STES 201 202 Amount Remitted 35 E HIGH ST y,. CARLISLE PA 17013 ('~t„~-:„; 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 ~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SNYDER WILLIAM E FILE N0. 21 02-0766 ACN 101 DATE 07-14-2003 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 Al 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets [i) .00 [2) .00 (3) 75,000.00 (4) .00 (5) 55,549.33 (6) .00 (n 7.414.34 (8) NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. 137,963.67 APPROVED DEDUCTIONS AND EXEMPTIONS: 17,972 .86 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 17.972.86 12. Net Value of Tax Return (12) 119,990.81 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (l4) 119,990.81 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) •00 X 00 __ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 119,99D.81 X 045. 5,399.59 17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 - .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00 19. Principal Tax Due (19)= 5,399.59 TAY f_QFf1TTC• ~~~ DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 06-04-2003 CD002643 .00 5,399.59 BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-05-2003 TOTAL TAX CREDIT 5,399.59 BALANCE OF TAX DUE .00 INTEREST AND PEN. 12.58 TOTAL DUE 12.58 * IF PAID AFTER DATE INDICATED, SEE REVERSE [ IF TOTAL DUE IS LESS THAN S1, NO PAYMENT 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 FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: IRWIN HAROLD S III ESQUIRE 35 EAST HIGH STREET SUITE 201 CARLISLE, PA 17013 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssN: ~7s-i4-3939 FILE NUMBER: 2102-0766 DECEDENT NAME: SNYDER WILLIAM E DATE OF PAYMENT: 07/ 1 5/2003 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 08/18/2002 REV-1162 EX(11-96) NO. CD 002803 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ S 12.58 TOTAL AMOUNT PAID: REMARKS: HAROLD S IRWIN III ESQUIRE TAX PAYMENT HAND DELIVERED CHECK# 8050 SEAL INITIALS: SK RECEIVED BY: S 12.58 DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: IRWIN HAROLD S III ESQUIRE 35 EAST HIGH STREET SUITE 201 CARLISLE, PA 17013 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssrv: ~7s-i4-3s3s FILE NUMBER: 2102-0766 DECEDENT NAME: SNYDER WILLIAM E DATE OF PAYMENT: O6/O4/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: O8/ 1 8/2002 REV-1162 EX(11-96) NO. CD 002643 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 55,399.59 TOTAL AMOUNT PAID: REMARKS: HAROLD S IRWIN III ESQUIRE CHECK#7714 SEAL INITIALS: SK RECEIVED BY: DONNA M. OTTO 55,399.59 DEPUTY REGISTER OF WILLS REGISTER OF WELLS Inventory of the real and personal estate of WILLIAM E. SNYDER, deceased 1. LOAN TO RONALD and MICHELLE BRICKER 75,000 00 2. FURNITURE AND MISCELLANEOUS HOUSEHOLD GOODS 750 00 3. SCUDDER INVESTMENT ACCOUNT 35,941 98 4. PREPAID FUNERAL ACCOUNT 1,236 71 5. MOBILE HOME 10,000 00 6. 1999 FORD TAURUS STATIONWAGON 7,135 00 7. DICKINSON COLLEGE RETIREMENT CHECK 369 54 8. AARP -Medical Insurance Reimbursement 116 10 9. M & T BANK -Checking Account No. 2675008276 7,414 34 ~. - t., _ i .a. ~a rU ,. ^',j TOTAL 137,963 67 :SS: COUNTY OF CUMBERLAND DEBRA J. HABAJEC, being duly sworn according to law, deposes and says that she is the executrix of the estate of WILLIAM E. SNYDER, late of Upper Frankford Township, Cumberland County, Pennsylvania, deceased, and that the within inventory made by her, the said executrix, of the entire estate of said decedent, consisting of all of the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the inventory represent its fair value as of the date of decedent's death. 7 . Sworn to and subscribed before me ~' ~~ ~;~,~ ~: ~~~ z.~~~~-e.. ~`'~~,day of June, 2003. DEBRA J. r 6~BAJEC ~ Executrix HAROLD S. IRWIN, III, NOTA Y PUtiU CARLISLE BOROUGH, COUNTY OF C ER MY COMMISSION EXPIRES OCTOBER 22, 006 ~~ 18 AUGUST 2002 Date of Death: Day Month Year INSTRUCTIONS An inventory must be filed within three months after appointment of personal representative. A supplemental inventory must be filed within thirty days of discovery of additional assets. Additional sheets may be attached as to personalty or realty. See Article IV, Fiduciaries Act of 1949.