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Home My WebLink About01-07-10' , .~ REV-1500 ex colros, PA Department d ReYanus Bureau of Individual Taxes PO BOX 280001 Harriehu , PA 171280601 ENTER DECEDENT tart: nou.Tr.,.. ems. ,.... 15056051058 OFFICIAL USE ONLY INHERITANCE TAX RETURN ctwrny Coda veer Flee Number RESIDENT DECEDENT 21 ! 09 0139 octet Security Number Date of Death _ ... 177-38-0143 August 22, 2008 Decedent's Last Name ~ - - - _ _. Suffix Snauffer Jr. (If AppllcaWs) EnUsr 3urvivirig Spouse's Information Below Spouse's Last Name _ _ _. _ _ Suffix __ Spouse's Social Security Numher FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return THIS RETURN MUST BE FILED fN DUPLICATE WITH THE REGISTER OF WILLS ~:~ 2. Supplemental Return ~ 3. Remainder Retum (date of death ~::::~ 4. Limited Estate ~ry 4a. Future Interest Compromise (date of prior to 12-13-82) death after 12-12-82) C:D 5. Federal Estate Tax Ratum Required Z~."»1 6. Decedent Died Testate G:",~"7 7, pededent pga(ntalnetl a Livln Trust (Attach Copy of VViU) (Attach C 9 8. Total Number of Safe Deposes Boxes ~~:~ 9: Litigation Proceeds Received oPY of Trust) CM.1 10. Spousal Poverty Credit (date of death 11. Eledion to tax under Sec. 9113(A) between 12.31-91 and 1-1-95) CORRESPONDENT - THIS gECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD 8E DIRECTED T0: Neme - Daytime Telephone Number .Andrew C. Sheely, Esquire Firm Name (M Applicable) _ 717-697-7050 _.... Andrew C. Sheely, Attorney at Law _ ._ " ~ REGISTER OF w1LL8 U5E ~Y ~ n - -- First line of address - CtJ o , i , :; 127 South Market Street _ ~~ ~~-, ~ ~~ ;: _.. ~ t n ~ n ~ a .a ; , _ ~ I, ~~ J r_, ,7 Second line of address _ ; ~n P.O. Box 95 ~~)~~~'~ Ss ~;;-,~~ '~)O-~ ..~.~ Ctty or Past Office ~ -} r-_ ~_ ' --j _ State _ ZIP Code ;.. . . ___.__~ P7LtED _ _`. ~ rt Mechanicsburg !PA ' '17055 0 +~ _ _ Correspondent's a-mail address: andrewc.sheely(~venzon.net Untler penalties of perjury, ec•.Iare that 1 have examined thin return, indudin a it is true, correct and .Declaration g ~Panlrin9 schedules and atetemonts, end to the best of my knowledge and belief, SIGNATURE OF P preperar they than the personal repreaentetiva ie based on all irdormetlon of which preparer rtes any knowledge. N RE3 IBL R F G RET Ar1nRFRR ~ ~ n ~f16TC~ Russell C. Goodling, Adm., ksburg ,Mechanicsburg, PA 17050 rC,J SIGNAT E OF PR PAR )T M ESENTATIVE rn F P ^cc ~ -- - -__- / J /Q Andrew C. Sheely, Esquire, 1 ~----- th Market Street, P.O. Box 95, Mechanicsburg, PA 17055 PLEAaE UsB ORIGINAL FORM ONLY _ L 1 505605 1 058 Side 1 15056051058 J J REV-1500 EX _ `Decederk.sName: Snauffer,T Robert M ~ _n__..________~,,,_,~, RECAPITULATION i 1. Reel estate (Schedule A) ....... . ..................................... 1. 2. Stocks and. Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. `-. Decedent's Social Security Number 177-38-0193 l 4. Mortgages & Notea Receivable (Schedule D) .......................... .. 4. 5, Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . ...... 5 $2,494 96 6. Jointly Owned Property (3chedule F) ~ Separate BlMing Requested ....... 6 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) C~ 3eperate Billing Requested........ 7 8. Total Oross Assets (total Lines 1-7) .................................... 8. ; __..._.-. ~......_... w..~____......__.n,__-._.....~.._.__.._._....__.._M~,-.. 9. Funeral Expenses 8 Administrative Costs (Schedule H) .. . .................. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ...... . ......... 10 ~ i..~....__-. _ ._.~.... . 11. Total Deductlons (total Lines 9 & 10)........ , .......................... 11, 12. Nst Valus of Estate (Una 8 minus. Line 11) ... . .......................... 12. 13. Charitable and Govemmentel BequestslSac 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. i 14. Net Value SubJect to Tax (Una 12 minus Line 13) ........................ 14. TAX COAAPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or __ transfers und~~ sec, 9116 (ax1.2) X .0. ~' 15. t 16. Amount of Line 14 1°~~ble at lineal rate X .0 ' 16. ' ........... ..... . _ ,..,rv...., ...,.,.._..._ ..._,..... 17. Amount of Line 14 taxable at sibling rate X .~2 17 ` .... _.._.. .. _ _-__ _ ..... ... _ .. .., ..._._..W, 18. Amountof Line 14 taxable 0.00!. at collateral rate X .15 18 ,.... _ 19. TAX DUE ...... ..................................................19. 20. FILL 1N THE DVAL IF YOU ARE REQUESTINQ A REFUND OF AN OVERPAYMENT 15056052059 15056052059 Side 2 0.00; 0.00 0.00 0.00', f'° "; lsas6osaos9 _ say REV-1500 EX Page 3 Decedent's Complete Address: 2i ~~093:?,~1~"0 ~ " " ~ DECEDENTS NAME ----- 3 -~ Robert M. Snauffer, Jr. DECEDENTS SOCIAL SECURITY NUMBER -3 sTREETADDRESS 177 8-0193 _ 5169 East Trindle Road __ --- - Lot 37 --- CITV __ STATE Mechanicsburg P ZIP ----- _ A 17050 Tax Payments and Credits: 1, Tax Due (Page 2 Line i9) 2. CreditslPayments (1) 0.00 A. Spousal Poverty Credit B. Prior Payments - C. Discount - 3. Interest/Penalty if applicable Total Credits (A + B + C) (2) D. Interest - E. Penalty - tal IMerestlPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference, This is the OVERPAYMENT . Fill In oval on Page 2, Llne 20 to request a refund. (4) 5. If Line i + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE . (5) A. Enter the interest on the tax due. 0.00 - (5A) B. Enter the total of Line 5 + 5A. This is the t3ALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS r q`~yj ~p~' kFuipi 5si AGENT , y ~~q,9 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PL " " ACING AN X iN THE APPR 1 OPRIATE BLOCKS . Did decedent make a transfer and: a. retain the use or income of the ro P Petty transferred :.............................................................. b t Yes No ^ ............................ . re ain the right to designate who shall use the property Vansferred or its income;,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, c retain ,, . a reversionary interest; or ....................................... . d re i h . ce ve t e promise for life of either paymer~, benefds or care? ....................................... 2. If tleath occurred after December 12 1982 did d ~"~ ^ , , ecedent transfer o ~ ~~ wdhin one year of death without receiving adequate considere0on? ................................... 3. Did decedent own an m trust for" or payable upon death bank account or security at his or her death? .............. 4. Did decedent own an Individual R tl ^ e rementAccount, annuity, or other non-probate property which contains a benefiaary designation? ..... ........................................................... ................. p~~I%F THE ANSYVER "ry~T1~~~Oy~`5,9,yA,N¢Y6p~~y~~O,~{y~F THE ABOVE QUESTIONS IS YES YOU MUST COMPLETE SCHEDULE G AND FILEIT AS PART OF THE RETURN. d'+~A -• ~¢ j +Mf1Vn91P~9~l~rt'44 ' r . .u ~.. ,, ~41i~!ft nor 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 s three (3) percent (72 P.S. §9116 (a) (1.1) (i)]. =or 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 ex mot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fling a tax return are sell applicable even if the surviving spouse is the only benefiaary. =or dates of death on or after July 1, 2000: me tax rate imposed on the nef 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 Idoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. 'he tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in '2 P.S. §9116(1.2) [72 P.S. §9916(a)(1)]. he tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent ]72 P.S. §9116(a)(1.3)]. Asibling 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-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCMEDt~LE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ~.+.n~~ yr Robert M. Snauffer, Jr. FILE NUMBER 21-09-0139 InGude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivonhlp must be tliteloaed on Schedule F. ITEM ~ 1 DESCRIPTION 1960 R l VALUE AT DATE OF DEATH . o o 10 X 40 manufactured home, serial #12873. Decedent died in the manufactured home. At time of death. decedent stored doe manure in various Darts of manufactured home and home was i h bit b $ 0.00 2. un n a a le. 1993 GMC Van, VIN #1GTEG25K4PF521849 $500.00 3. Taurus semi automatic pistol, 40 caliber, holster and clips $150.00 4. Sovereign Bank money order #8792 $5.00 5. Misc. coins and collector sets per coroner's inventory $1,276.48 6. Sovereign Bank Checking Arxount #1681790920 $563.48 7. Decedent's person property -Decedent died in the manufactured home. At time of death, decedent stored doe manure in various Darts of manufactured ho i $ 0.00 me n emote. Budweiser beer cases. Decedent slept on TOTAL (Also enter on line 5, Recaoitulationl s 2,494.96 (If more space is needed, insert adtlitional sheets of the same size) I 0 0 0 o~ ti .: w r w ru m r r ti O O .- ti r u~ ~ ~ ~over~~ign Bank r~rss~~.~. a~oncNrm STATEMENT OF ACCOUNTS e~iancw REV-1511 EX+(12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Robert M. Snauffer, Jr. A. FUNERAL EXPENSES: t' Hollinger Funeral Home FILE NUMBER 21-09-0139 Debts of decedent must be reported on Schedule I. $232.00 B. ~ ADMINISTRATIVE COSTS: 1 • Personal Representative's Commissions 500.00 Name of Personal Representative(s) Russell C. Goodling Social Security Number(s)/EIN Number of Personal Representative(s) street address4 Vicksburg Court ___-- -- -- - __- -- city Mechanicsburg _ srate PA Z;p 17050 Year(s) Commission Paid: 2• Attorney Fees $650.00 3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation) Claimant Street Address City , State _Zip Relationship of Claimant to Decedent 4• Probate Fees $39.00 5. Accountant's Fees 6• Tax Retum Preparer's Fees 7. Death certificate -Hollinger Funeral Home $27.00 TOTAL (Also enter on line 9, Recapitulation) $ 1,448.00 (If more space is needed, insert additional sheets of the same size) s~NE~u~E N FUNERAL EXPENSES & ADMINISTRATIVE COSTS . , `~: t 7, 31Z HOLLIpr{g~ Ftll~$'A1lL H0~& ~~ NUMMsq DAT! T100Q$ 11/10/0$ fi110A8 _ 11/io/oe ,. Melwn a. w, Art rd.,,..., arr~,~, wo..l, wIM, woer ~ 7131ST DATE 11 11/08 DTItfM ORO~Y AMT. GISOQI$Ifi' IYE7' AMOIJM' 1-336 VnCld,lm x37.00 0.00 a3Zr00 1-376 t7uGAi11m aaa r 00 0. oo a3a, o0 " ~~~ ruluaAO~AIf-pM~ywptllc~ ' "v+s.}s• N04 r 00 p , 00 =4'6 .0 ~wxo'nIM voliCMalOIt~ASUarlan m rw o~nn ow rin m0lflgbl~, gt~M,A~a G7MMif g91MR YOYA, N~L1R0. Hr IMU. a ;.~1• r. p.,.. ,•. , ~' rv ~ •. ~r ~ ~~~ t~_LZ .r 1 y~ty r i i .1 ` r 4.',;•4 ~ f 1 SA+ rr ' r .-" ~'~!'•' i r ...! i ,'~-~jil,~~, r. ` ,~ .~' r' , ~ r 'r : ~pf ,'i . ~~ .r 47 :in i ' F .~`r ~ ~ si :'.dry~i "0 K; f 77' ' y~.y~~Y~ P f ~ ~ yrt Yl wfF=ehy`i•vYl:yfii 1 ~ :",•r )J~~al ~~ '~..'~~ r ~"' ~w"/~} rF ~~<~j Ytp~v "IVI i ,' `di .C ~' '~ ~y '~'~~*1~# {~".: '.~ ;:t r r r'?~}1~ ' s 'j'. .~ wl 1~~`~'.~.XM~YOC^1 :-. r ~ ~w A.M.. ', >h f o.. ./•" rr : .1 ~~,5rriq +Pth~ ,. h it u 7 ;r , ~ ~ `~ ~ ~ ~ ^ ~.1 ~ t 1 P. a 4. r '. ~ T !•~ Y rt ., .. 1. :..~ ~' I '?fit; Yh••:: '•f• 1 Fes, .Ut~winM'HII ' `/~M.n.~y~. r l r ly i F i IW.,'! J ^7'ra.FR yu0. f,• tl t~C 1N 'r' ~~~ y „~~t :i a At~:....+Cw .w I.+.w' V ~ RECEIPT FOR PAYMENT -----___ GLENDA EARNER STRASBAUGH Receipt Date: 2/09/2009 Cumberland County - Register OE Wills 5 One Courthouse S uare Receipt Tame: 13: 3:00 Carlisle, PA 1 713 Receipt No.: 2055668 SNAUFFER ROBERT M JR Estate File Vo.: 2009-00139 --- Paid By Remarks: CAI3DREW C SHEELY --`----- Receipt Distribution Fee/•Tax Description Payment Amount -------- Payee Name ---- PETITION LTRS ADM SHORT CERTIF:CCATE 20.00 4 00 CUMBERLAND COUNTY GENERAL FUN JCP FEE AUTOMATION FI3E . 00 10 CUMBERLAND COUNTY GENERAL BUREAU OF RECEIPTS & CNTR FUN M D Check# 3419 -_------- - 5.00 _ CUMBERLAND COUNTY GENERAL . FUN Total Received.....,. „ 39.00 39.00 r REV-1512 EX+ (12-03) ' ' ~ SCNEpt1LE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT -ART r~~a~r ur Robert M. Snauffer, Jr. FII F NIIMRFR '~ - 21-09-0139 Report debts Incurred by the decedent prior to death which remained unpaid as of the data of death, Includln® unrelmbursed madlcal expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE 1. Accruing and owing lot rent to Kingsbury Mobile Home Park for renUstorage of manufactured home OF DEATH $4, 545.00 2• Removal fee to tear down/demolish manufactured home due to uninhabitable condition $2,500.00 3. Department of Public Welfare Class 6 claim $21,013.35 TOTAL (Also enter on line 10, Recapitulation) s 28,058.35 ~~i (If more space is needed, insert additional sheets of the same sized u~µ ed` ~~ vCk • ~ . 11/19/2009:..11:23 7177911218 FgQghl ACCCILlJTI • DIANNE L FIN 1 P.O. IIiQX 718 MECHANICSBURG, PA1 17055 717_791-120) FACSIMILE CQVLR SHEET DATE: No~reur~ber 19, 2Q09 T4: _ ATTORNEY ANDREW SHEELY PHONES 897-705p FAX; 687-7086 't'~'~""~'w'~`'~°'r'Mt°'~rrr*+wnwnwwwnwwrwwwrwrrww~awwrrwwwoww.twwwwrrrww*wwwwwrw~ FROM *~..r+»i~w~..«rra . . DIANNE L. FAGAN, PARK MANAC3ER PHONE: K(NCi8BURY ASSOCIATES FAX: 717-791-1201 71T-791-1218 FA1XfI~G TWO ~(2) PANS INCLUDING THIS CQVER SHEET RI=t'~ARDINt3 RENT AND CERTIFIED FEE CHARGES. DUE AND OWING FOR T'I~IE E~q~ OF ROBERT BNAUFFER, FOR LOT RENTAL OF MOBILE HOME LOCATED LOT 37, KIN(3SRURY $~ HOME PARK, 5169 E. TRINDLE ROAD, MECHANIC3BUR(3, PA PI,:E~4SE BE ADYI$Ep±THAT IF THIS MOBILE HOME f; gWNOT f~E OCCUPIf:D AND 1$ ~CEMED UNINMApITABLE, K1N(iS13URY AS30CIATE3 WILL fiAVE TO BEAR THE CG6T QF.REMOVAI1pEMpLRiON OF THE MQRiLE HQME, COTS ARE E$TMAATED AT,$2,,,500.00 FOR SUCH WORK. KJNGSBURY ASSOCIATES MAY AL30 HAVE TO PAY P'QR ANY AND ALL REAL ESTATE TW(ES pUE ON THE MOBILE HOME IF A REAAC~VAUDEMOUTIQN PERMIT fS REQUIRED. BY:~. ~, 1~IANNE l;; FAC3AN, PARK .MANAGER ,~ ., 11119/2@@9 ..11:23 .. 717791121E _ fA~,AN -ACCOIJNTIf~ REf~mr)>~ o1PF~1>rnrvo~ ~g~>dRT P~ u~:S~,rM iP'a~ T>~ mad Enat~ag 11/~p~r ~fA1N,R / DA DUE DI9C --•-.~ T..~ NU b_ A.T..~E D pI9C AA~QUNT INV~MOUNT Opp ~At.A1~tC.1E 757JAU,R - ROABRT'SI•rAUF1~ER - osniroe CI CERTk'liE OS/:tl 07/31/08 CI CERT P13E 07/31 13.00 13.00 os/ol/oe CI 08/01 x/01 x,04 20.00 09/01/48 C1 09/01 09/01 3x0.00 x0.00 !0/01/x$ Cx 10/01 10/01 300.00 304.00 11/01/08 CI 11/01 11/01 300.00 300.00 12/O1ro8 cr 12/01 12/01 300.00 300,00 Olrol/Q9 Cl. 01%01 Olro1 30b.Q0 300.00 02/01!09 CI 02/UI 0?!01 300.00 300.00 o3ro1/o9 .c1; . - o3ro1 o3ro1 300.00 304.00 04/01109 CI 04101 04/01 300.00 300.00 osrol/o9 cz osrol 300•Qp 300,00 Ob/01/09 CI 0~1 340.E 300A0 07/01/09 CI 07/01 300.00 300.00 08JV01!(19 cr 08/01 300.00 300.00 o9/orroq cr o9ro1 300.00 300.00 laouo~ cI loro~ 300.00 300.00 11/01/09 Cl 11/O1 300.00 300.00 300.00 300 00 Total Due: 4,343.00 AV+I't~'vl["~.A~11~1v01!~~: 4,343.00 e . r ~~ww~~~osa~.r ANDREW C SHEELY 127 S"MARKET ST P 0 BOX 95 MECHANICSBURG PA ESQUIRE 17055 coMMOnae:ALTr1 of PEnnsnvARw DEPARTMENT OF PUBLIC WELFARE BIAIEAU OF FNANCIAL OPERATIONS ONIBN)OI OF TfNRD PARTY LwBILITY EBiATE RECOVFAY PROGRAM PO BOOT B4Bet MMRRIBBURG, PA 17706•M88 January 15, 2009 ~i~. Re: ROBERT SNAUFFER CIS #: 910140947 SSN: 17'I-38-0193 Date of Death: 08/22/2008 Dear Mr. Shealy: Please be advised that the Department of Public Welfare maintains a claim in the amount of $21,013.35 against the above-mentioned estate. This claim`is for restitution.of medical assistance granted on behalf of the decedent for which the Probate Estate is now responsible to reimburse the Department according to Act 49, 62 P.S. 1912, effective Auqust 15, :L999, as amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's itemized statement of claim. A portion of this medical expense, namely $.00, was incurred daring the 13st six months of the decedent's life; therefore, it is a Class 3 claim pursuant to Section 3392 of the Recedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $21,013.35, is to be entered as a priority Class 6 claim against the estate. Please acknowledge receipt of this letter and advise whether the Commonwealth's claim is admitted and when payment may be expected. If the estate accounting is Complete, please provide a copy. If the estate aontaina real aatata; plsaee provide aopiea of the decd, the latest tax aaeeaaalent, and a current appraisal, if available. Sincerely, t,,,. Jessica L. Strawbridge TPL Program Investigator 717-772-6238 ,, 717-772-6553 FAX Enclosure REV-1513 EX+ (9.00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Robert M. Snauffer, Jr. SCNEpULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [indude outright spousal distributions, and transfi Sec. 9116 (a) (1.2)] 1 ~ Michael Snauffer, 100 South Pine Street, Mt. Carmel, PA 17851 2. I Robert Snauffer, 100 South Pine Street, Mt. Carmel, PA 17851 FILE NUMBER 21-09-0139 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE _ Do Not List Trustee(s) ~ OF ESTATE under Son I 50% Rest, residue of I FStata Son 50% Rest, residue of Estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET ti 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 S (If more space is needed, insert additional sheets of the same size) _`~ ~~-~ ~~~ ~° ~~~ Q~ \ ~~ ~ o ~~ a~ ~\ ~~ ~~