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Home My WebLink About12-22-08 (3)J REV-1500 15056041147 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes ,y INHERITANCE TAX RETURN Po Box.2aosoi 21 0 8 0 0 3 6 2 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth Decedent's Last Name SNYDER 03232008 Suffix (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix 03091922 Decedent's First Name MI NELLIE E Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa. Future Interest Compromise ^ 5. Federal Estate Tax Return Required (date of death after 12-12-82) ® g Decedent Died Testate (Attach Copy of Will) ^ ~ Decedent Maintained a Living Trusi Q S. Total Number of Safe Deposit Boxes (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 1 p. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) ^ (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE ANO CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number DEBRA K. WALLET ~ 7177371300 Firm Name (If Applicable) LAW OFFICES OF DEBRA K. WALLET First line of address 24 NORTH 32ND STREET Second line of address City or Post Office State ZIP Code CAMP HILL PA 17011 Correspondent'se-mail address: Walletdeb@aOI.COm REGISTER OF WILLS USE ONLY - -,,~ DATE FIL~ r_ ~ -~ r- _~ -t -t7 ~~4 => - -.ti --; -= I ra r-a .~ I ,._I -. _--~7 _. ;~ ~__ I 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. SIGNATURE OF PERSON RESPONSIBLE F05t-FILING RETURN DATE ~.,~rh_(l~s_ f2 • ~9~?~i1.11~_ Charles R. Gingrich j „~, ~ % ~// b ~ ADDRESS 6402 Cannon Drive, Mechanicsburg, PA 17050 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE 1C. ~4.r- Debra K. Wallet I ~' Iq ~ pY ADDRESS 24 North 32nd Street, Camp Hill, PA 17011 Side 1 15056041147 15056041147 15056042148 REV-1500 EX Decedent's Social Security Number oecedenes Marne: S N Y D E R, N E L L I E E. --- -. __ RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 1 0 2 , 616.4 5 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7. g. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 1 O 2 , 616.4 5 9. Funeral Expenses & Administrative Costs (Schedule H) ....... ........ 9. 1 2 , 5 6 0 4 5 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................... . 10. 1 , 0 4 0 2 9 11. Total Deductions (total Lines 9& 10) ..................................................................... . 11. 1 3, 6 0 0 7 4 12. Net Value of Estate (Line 8 minus Line 11) ............................................................ . 12. 8 9 , 0 1 5 . 7 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................. 13. 14. Net Value Subject to Tax (Lire 12 minus Line 13) ................................................ . 14. 8 9 , 0 1 5 7 1 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate x .045 8 9 , 015.71 16. 4 , 0 0 5.71 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due .................................................................................................................... . 19. 4 , 0 0 5.71 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 15056042148 15056042148 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 08 - 00362 Snyder, Nellie E. - _--_ -_ STREET ADDRESS 824 Lisburn Road ---__ CITY Camp Hill STATE ZIP PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 4,005.71 2. Credits/Payments -_ A. Spousal Poverty Credit B. Prior Payments 3 , 3 0 0.0 0 C. Discount 173.68 Total Credits (A + g + C) (2) 3,473.68 3. InteresUPenalty if applicable -- -- - -- - p. Interest E. Penalty Total InteresUPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request arefund -- 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 532.03 ___ A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 5 3 2.0 3 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 :.................................................................................. x __ b. retain the right to designate who shall use the property transferred or its income :.................................... x -- c. retain a reversionary interest; or .................................................................................................................. x -. d. receive the promise for life of either payments, benefits or care? .............................................................. x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... X 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (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 zero (0) percent [72 P.S. §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 return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)j. The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is four and one-half (4.5) percent, 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 decedents siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)j. 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. SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Snyder, Nellie E. 21 - 08 - 00362 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 DESCRIPTION NUMBER 1 Sovereign Bank Checking Account #571129145 2 Sovereign Bank Saving Account #574117644 3 PSECU Savings Account ID 01 4 PSECU Money Market Account ID 07 5 PSECU Certificate of Deposit ID 50 6 ~ Parthemore Funeral Home & Cremation Services, Inc. refund 7 Country Meadows refund 8 The Woods refund 9 ~ Blue Cross/Blue shield pharmacy refund TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH - _-- 7,990.00 105.89 10.53 5, 894.18 83,582.76 10.00 2,961.35 2,051.48 10.26 102,616.45 SCI-~DULE H FUNER/1L ExPENSES & COMMONWEALTH OF PENNSVIVANIA INHERITANCE TAX RETURN A rV1 MA IICT~ A TT /C MC'T'~ ~~LJI~IIIYIJ ~ I~FU NYC V\JJ' J RES D I ENT DECEDENT ESTATE OF __.. -_ Snyder, Nellie E. FILE NUMBER - 21 - 08 - 00362 _ Debts -. of decedent must be reported on Schedule I. -_ _ __ - --- ITEM - - __ ----- -- _- NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Parthemore Funeral Home & Cremation Services, Inc. 7,769.49 P.O. Box 431, 1303 Bridge St., New Cumberland, PA 17070 2 Gingrich Memorials (headstone engraving) 130.00 3 Pealers Flowers 169.55 4 Shiremanstown Church of God 300.00 5 Hoss's Steakhouse (funeral luncheon) 295.41 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Debra K. Wallet, Esq. 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 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Postage, photocopies, etc. TOTAL (Also enter on line 9, Recapitulation) 3,500.00 346.00 50.00 12,560.45 SCHEDULEI DEBTS OF DECEDENT, MORTGAGE COM NOHERITA LICE TAX RNETURN ANIA LIABILITIES, & LIENS RESIDENT DECEDENT FILE NUMBER ESTATE OF Snyder, Nellie E. ' 21 - 08 - 00362 Include unreimbursed medical expenses. ITEM __ _ - - NUMBER DESCRIPTION AMOUNT 1 - - - _ - - -- __ __ Verizon -__ 45.18 2 B. Miller, Treasurer (personal taxes) 9.80 3 Associated Cardiologists 61.02 4 Heritage Medical Group 152.66 5 H&R Block (income tax preparation) 139.00 6 West Shore Anesthesia Associates, Ltd. 17.09 7 Comcast g.gg 8 Camp Hill Emergency Physician 15.98 9 Praxair Health Ser. 23.01 10 Susquehanna Surgeons 12.00 11 Mobile X-Ray Imaging 524.50 12 Hershey Kidney Specialists 15.26 13 Quantum Imaging 16.11 TOTAL (Also enter on Line 10, Recapitulation) 1,040.29 REV-1513 EX+ (9.00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICI A R~ES INHERITANCE TAX RETURN ~ H ' RESIDENT DECEDENT _ _____ ESTATE OF Snyder, Nellie E. ,FILE NUMBER 21 - 08 - 00362 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not fist Trustee(s) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Charles R. Gingrich ', Son $500 + 1/4 of 6402 Cannon Drive ', residuary Estate Mechanicsburg, PA 17050 2 Sandra K. (Gingrich) Crisp 'Daughter 1/4 of residuary 25 Shadle Drive Estate Fayetteville, PA 17222 3 Carol D. (Ebert) Teahl Daughter 1/4 of residuary 4052 Caissons Court Estate Enola, PA 17025 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet III NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 REV-1513 EX+ (g-00) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Snyder, Nellie E. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 4 Kelly Hoon 4601 Chestnut Avenue Camp Hill, PA 17011 5 LeeAnn Trayer 22 South Main Street Marysville, PA 17053 6 LaMar Chubb 200 Fairway Drive Etters, PA 17319 7 Kristen Pool 234 Fox Drive Mechanicsburg, PA 17050 FILE NUMBER 21 - 08 - 00362 RELATIONSHIP TO ' SHARE OF ESTATE .AMOUNT OF ESTATE DECEDENT (Words) ($$$) Do Not List Trusteets) Grandchild 1/16 of residuary Estate Grandchild 1/16 of residuary Estate Grandchild 1/16 of residuary Estate Grandchild 1/16 of residuary Estate Page 2 of Schedule J LAST WILL AND TESTAMENT I, NELLIE E. SNYDER, of the Township of Iiampden, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do malce, publish and declare this as and for my Last Will and Testament, hereby .revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid blr my Executors, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath the sum of I:ive Hundred ($500.00) Dollars unto my son, CI-TABLES R. GINGRICH, absolutely. THIRD. All the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situated, I give, devise and bequeath in equal shares unto my four children, namely, MARGIE G. CINBB, CHARLES R. GINGRICH, SANDRA K. GINGRICH and CAROL D. EBERT, share and share ali]te. E'OURTH. Should any of my above named children predecease me leaving issue surviving, I order and direct that the bequest, ~~ share or portion of my estate to which such deceased child would ,<I have been .entitled had he or she survived me be distributed unto his or her issue per stirpes, such issue to};iny only the share which their deceased parent would have ta]Len had he or she survived me. LASTLY. I nominate, constitute and appoint my son, CHARLES R. .. __. _ ~~ _ , - ~ r t - ~~ , ,. f ri ~ ~ .1 i1 .. .. ~t ~ Y •:=II ~ I , ~ i /( . GINGRICH, to be the Executor of this, my Last Will and Testament, and if for any reason lie shall fail to qualify as such Executor or cease so to serve, then I nominate, constitute_ and appoint my daughter, MARGIE G. CHUBB, to serve in his place, both to serve without bond. IN WITNESS WTiEREOF, I, NEhLIE E. SNYDER, have hereunto set my hand and seal to this, my Last Will and Testament which consists of two (2) typewritten pages to each of which I have affixed my signa- Lure this ~ ~-) ~--~- :day of March, A. D., One Thousand Nine Hundred Sixty-seven (1967). ~c_<C L'--~- ~ ~., ~- _ (SEAL) The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testatrix, was on the date t=hereof signed, sealed, published and declared by NELLIE E. SNYDER, the Testatrix therein named, as and for her Last Will and Testament:, in the presence of us, who, at her request, in her presence, and in the presence of each other, /_~ our names as witnesses hereto. ,- i have subscribed /__.% ~ 2./ __i ~. Y ' , i ~ '. 11 ,t. .i: _i. ~ .... .,.. ;. i ., 2 , ~~.: ~