HomeMy WebLinkAbout04-0534PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Anna T. Snyder
a~o known as Anna Curran Snyder
Social Security No.
Deceased.
167-42-13"~4
No.
To:
Register of Wills forthe
County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executors
in the last will of the above decedent, dated December 31
and codicil(s) dated ~!A
in the
named
,19 97
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last'family or principal residence at 54 South ltigh Street, Newville ~B~rough
(list street, number and muncipality)
Decendent, then RA years of age, died Fmtch 29 , ~,
at Carlisle Regional Medical Center_. Carll.qlo: PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent' Decedent was married to Ralph Snyder. Me died on November 20, 1999.
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 750,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 80 · 000 o 00
situated as follows: Real Estates together with improvements thereon,
in Newv'llle Borough, C,,mherlana County, P~nn.qylvanln; lrn _e-a~n_ ~_S 56 S-~'2th High St.
lqew-Jll~: PA 179/,1
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will 8~d codicil(s)
presented herewith and the grant of letters Testamentary
(testamentary; administration c.t.a.; administr~ion d.b.n.c.t.a.)
theron.
277 Ma~. Street ~-~-~n~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cmnherland
The petitioner(s) above-named swear(s) or 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 represen-
tative(s) of the above decedent petitioner(s) will well a~d truly administer the estate according to law.
Sworn to or affirmed and subscribed[
before me this /5'r day of
Register
PETITION FOR PROBATE and GRANT
Estate of Anna T. Snyder
also known as Anna Curran Snyder :
OF LETTERS
Deceased.
Social Security No. 167-42-1374
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut ors
in the last wilt of the above decedent, dated December 31
and codic~(s) dated l~l/A ,
To:
Register of Wills forthe
County of C:mnberland
Commonwealth of Pennsylvania
in the
named
,19 97
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last'family or principal residence at 54 South ltigh Street, Newville,B6~rough
(list street, number and muncipality)
Decendent, then 84 years of age, died March 29 , ll~,~2flQ/~,
at Carlisle Regional Med'ieal Center_. Carl-~.q'lo: PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution o_f the .will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: Uecedent wa~ married to Ralph Snyder. lte died on November 20, 1999.
Decendent at death owned property with estimated values as follows:
(If domiciled in pa.) All personal property $. 750,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania $ 80,000 o 00
situated as follows: Real Estate, together with improvements thereon, .qir,,ur~
in Newville Borough. C,~mherlsnd Co,tory, Pmnn.qylvmnqm= knn_~n_ MM 5A. -~O'2th High St.
Ne~Tv'ille; PA 1776,1
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentar7
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
277 Main Street ~-~-P~i'-~an~~-~[---'~'
~orhy R~nter~ Ve~ont 05R29 Ne~ille~ PA 17241
OATH OF PERSONAL REPRESENTATIVE ~!
COMMONWEALTH OF PENNSYLVANIA ~ ss ':.
COUNTY OF C,,mherland J ~"
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoingpetition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
befqre me this x//tr-/-/ daF of]
Estate Of Anna T. Snyder aka Anna Outran Snyder ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~ in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
December 31, 1997
IT IS DECREED that the instrument(s) dated
described therein be admitted to probate and filed of record as the last will of Anna T. Snyder
aka Anna Curran Snyder ;
and Letters Testamentary
are hereby granted to
FEES
Probate, Letters, Etc .......... $~~9
Short Certificates( ) ..........
· tenuncmuon ................ $.
TOTAL
File~L_~ ~_,/'~.. ~9o. ~.... ~ ........
Richard L. Webber, Jr., AttY. ID ~49634
ATTORNEY (Sup. Ct. I.D. No.)
126 E. King Street
ShippensburR, PA 172.57
ADDRESS
(717) 532--7388
pHoNE
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office fqr permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
No.
Local Registrar
I AR 3 0 2004
Date
'
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH . ~.
" Anna Curran Snvder '. female_ ~ 167 --42 -- 1374,
~ Cumb .Carlisle rlisie Regional Hed Center
,,- ~ouse~lfe/teach~-.~usic teacher ,, ". ~'~ 4'''~'' ,~ Widowed
54 SO. High St. ~ Pa~
'~ w,~4 I 1,. Pa 17241 ~ ,--.~ ~,,mb ~? ,,e.~~,
March 29. 200~
[]
[]
,,.white
James S.G. Thompson I
~.TS ~ p~.;~ .,,. An n a Wa t t s
M Elaine Fr'
· x i~zu Farsonage ~, N~lle, Pa 17241
~ ~0 ~.0 ~.~--, I.~ -- I -~~
~ O/ I I
~ ~ n
~~ ~ ~'-. _ Im ~/~ & ..... ~g ~pr~mgave
t*,,, ~ I
~"~ .......................... : .....
LAST WILL AND TESTAMENT
OF
ANNA T. SNYDER
I, ANNA T. S~D~R, of 54 South High Street, Newville Borough,
Cumberland County, Pennsylvania, being of sound mind, memoz7 and
disposition, do hereby make, publish and declare this my Last Will
and Testament, hereby revoking and making void any and all Wills,
Codicils, or writings in the nature thereof, by me at any time
heretofore made:
FIRST: PAYMENT OF ~xp~Ns~S - I direct that all my just debts and
funeral expenses, including my gravemarker and all expenses of my
last illness, shall be paid from my residuary estate as soon as
practicable after my decease as a part of the administration of my
estate.
S~CO~D: R~SIDU~ OF ~STAT~ - I give, devise and bequeath all the
rest, residue and remainder of my estate, be it real, personal, or
mixed, of whatsoever kind and wheresoever situate~ unto my husband,
RALPH B. SNYDER, provided he shall survive me by thirty (30) days.
In the event my husband fails to survive me by thirty (30)
days, I then give, devise and bequeath all the rest, residue and
remainder equally unto my daughters, CAROL ANN BARKER, of Derby,
Vermont, and MARGARET ELAINE FRY, of Newville, Cumberland County,
Pennsylvania. However, if a child does not survive me and leaves
children who so survive me, such children shall receive, per
stirpes (by representation), the share my child would have received
had she so survived me.
THIRD~ EXECUTOR - I appoint my husband, RALPH B. SNYDER, Executor
of my Will. In the event that he predeceases me or is unwilling
or unable to serve as Executor, I then appoint my daughters, CAROL
ANN BARKER and MARGARET ELAINE FRY, Co-Executrices of my Will.
Neither my Executor nor any successor shall be required to give
bond for the performance of their duties.
I grant to my Executor the power to compromise claims without
court approval and without the consent of any beneficiary.
FOURTH~ CHOICE OF ATTORNEY - I hereby request that my Co-
Executrices choose Richard L. Webber, Jr., Esquire to provide legal
representation to them in administering my estate.
IN WITNESS WHEREOF, I hereunto have signed my name to this, my
Last Will and Testament, consisting of a total of FOUR (4)
typewritten pages, this ~/~ day of ~ ~- , 1997.
ANNA T. SNYDER, Testatrix
(SEAL)
PAGE TWO OF FOUR
In our presence, the above-named Testatrix signed this and
declared it to be her Will, and now, at her request and in her
presence and in the presence of each other, we sign as witnesses:
STATE OF PENNSYLVANIA =
· SS
COUNTY OF CUMBERLAND :
I, ANNA T. SNYDER, having been duly qualified according to
law, acknowledge that I signed the foregoing instrument as my Will
and that I signed it as my free and voluntary act for the purposes
therein expressed. ~. ~. ~~~.~
ANNA T. SNYDER, Test~rix
We, having been duly qualified according to law, depose and
say that we were present and saw ANNA T. SNYDER sign the foregoing
instrument as her Will; that she signed it as her free and
voluntary act for the purposes therein expressed; that each of us
in her sight and hearing and at her request signed the Will as
witnesses; and that to the best of our knowledge she was at the
time 18 or more years of age, of sound mind and under no constraint
or undue influence.
PAGE THREE OF FOUR
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above-named Testatrix and by the
witnesses whose names appear
opposite on this ~f~ day of
~~-- , 1997.
Notary Public
PAGE FOUR OF FOUR
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU 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 OO4O81
WEBBER RICHARD L JR
126 EAST KING STREET
SHIPPENSBURG, PA 17257
........ fold
ESTATE INFORMATION: SSN: 167-42-1374
FILE NUMBER: 2104-0534
DECEDENT NAME: SNYDER ANNA T
DATE OF PAYMENT: 06/24/2004
POSTMARK DATE: 06/24/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 03/29/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $37,000.00
REMARKS:
TOTAL AMOUNT PAID'
$37,000.00
SEAL
CHECK# 2
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 09/01/2004
FRY MARGARET ELAINE
28 PARSONAGE STREET
NEWVILLE, PA 17241
RE: Estate of SNYDER ANNA T
File Number: 2004-00534
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 09/17/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 09/01/2004
WEBBER RICHARD L JR
126 EAST KING STREET
SHIPPENSBURG, PA 17257
RE: Estate of SNYDER ~aN-NA T
File Number: 2004-00534
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 09/17/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Personal Representative(s)
Judge
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 09/01/2004
BARKER CAROL ANN
277 MAIN STREET
DERBY CENTER, VT 05829
RE: Estate of SNYDER ANNA T
File Number: 2004-00534
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPFUtNS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 09/17/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
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 NUMBER
21 04 00534
COUNTY CODE YEAR NUMBER
I--
Z
ILl
U..I
~oo,
Z
Z
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Snyder, Anna T
DATE OF DEATH (MM-DD-YEAR) / DATE OF BIRTH (MM-DD-YEAR)
03-29-2004 J 02-05-1920
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
167-42-1374
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~ 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return (date of death pdor to 12-13-82)
[~4. Limited Estate
6. Decedent Died Testate (Attach
copy of Will)
[]9. Litigation Proceeds Received
NAME
Richard L Webber, Jr., Esquire
b 4a. Future Interest Compromise (date of death after
12-12-82) [] 5. Federal Estate Tax Return Required
[] 7. Decedent Maintained a Living Trust (Attach 0 8. Total Number of Safe Deposit Boxes
copy of Trust) __
] 10. Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95) [] 11. Election to tax under Sec. 9113(A) (Attach Scti O)
COMPLETE MAILING ADDRESS
=IRM NAME (If applicable)
Weigle & Associates, P.C.
FELEPHONE NUMBER
717-532-7388
126 East King Street
Shippensburg, PA 17257
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[] Separate Billing Requested
7. inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
86,440.00
119,620.50
None
79,985~,~6
4,86~}67
629,555.39
13,108'~;77
733.09
12. Net Value of Estate (Line 8 minus Line 1 1)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
OFF~CIAL USE ONLY
r'rq
:~920,471.02
(11)
13,841.86
906,629.16
0.00
(12)
(13)
(14)
906,629.16
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line14 taxable at the spousal tax rate.
or transfers under Sec. 9116(a)(1.2)
16.Am~ount of Line 14 taxable at lineal rate
17.Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
0.00 x .00 (15)
906,629.16 x .045 (16)
0.00 x .12 (17)
0.00 x .15 (18)
(19)
0.00
40,798.31
0.00
0.00
40,798.31
20.
Copyright 2002 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev.
Decedent's Complete Address:
tSTRH- I ADDRESS
54 South High Street
CITY Newville
STATE PA ZIP 17241
Tax Payments and Credits:
1. Tax Due (Page I Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
37,000.00
1,947.37
(1) 40,798.31
Total Credits (A + B + C) (2) 38,947.37
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total InterestJPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line l + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,850.94
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,8 5 0.9 4
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; ....................................
c. retain a reversionary interest; or .................................................................................................................. ~=~ []
d. receive the promise for life of either payments, benefits or care? ....................i ......................................... []
2. 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 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 pedury, I declare that I have examined this retum including accompanying schedu es and statements and to the best of my know edge and belief, it is true, correct and
c~o~*nplete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
Carol Ann Barker
~ ~ ~.~._.._. 277 Main Street
Derby Center, VT 05829
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
Margaret Elaine Fry 28 Parsonage St
s~ ~ ~--.'./L~ Newville, PA 17241 ~-~*/,~.
IGNATURE O~jPREPARER OTHER THAN REPRESENTATI~ ADDRESS '~ DATE --
Richard L Webber, Jr., Esquire 126 East King Street
~ r"~.. c_...~.~ Shippensburg, PA 17257
*-, ==J" ---.... ::::::% zz: : 7 J" I ~ " Ii" u 51 . ' ......... ,,,
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 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 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.
Rev-1502 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
snyder, Anna T
IFILE NUMBER
21-04-00534
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the pdce at which property would be
exchanged between a willing buyer and a willing seller, neither being compelJed to buy or sell, both having reasonable knowle(:ige of the relevant facts.
Real property which Is Jointly-owned with right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1
Real Estate - Together with improvements thereon, situate in Newville Borough,
Cumberland County, Pennsylvania, known as 54 South High Street, Newville, PA
17241
TOTAL (Also enter on Line 1, Recapitulation)
VALUE AT DATE
OF DEATH
86,440.00
86,440.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98)
Rev-l'~0$ EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Snyder, Anna T
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-04-00534
All property Jointly-owned with right of survivorship must be dlscloseri on Scheriule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 MML Investors Services, Inc. - Brokerage Account BMA 285587 119,620.50
TOTAL (Also enter on Line 2, Recapitulation) 119,620.50
(if more space is needed, additional pages of the same size)
Copyright (c) 2002 form software on y The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Snyder, Anna T
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-04-00534
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
NUMBER
1
2
3
4
6
8
9
10
11
DESCRIPTION
1983 Buick Motor Vehicle
Dutreys Shoe Store - Refund
F & M Trust Checking Account #33-05473
Accrued income on Item 3 through date of death
F &'M Trust Checking Account #70-31890 - Checking Account
Accrued income on Item 4 through date of death
F&M Trust Certificate of Deposit #015-2965760
Accrued income on Item 5 through date of death
F&M Trust Certificate of Deposit #015-2975036
Accrued income on Item 6 through date of death
Farmers National Bank Certificate of Deposit #4990705
Accrued income on Item 7 through date of death
Harleysville Insurance - Car Insurance
Pennsylvania Department of Revenue - refund for 2003 personal income tax
PNC Bank -Savings Account #5003813907
Accrued income on Item 10 through date of death
U.S. Treasury - refund for 2003 personal income tax
TOTAL (Also enter on Line 5, Recapitulation)
(If more space is needed, additional pages of the same size)
VALUE AT DATE
OF DEATH
500.00
239.00
3,248.87
0.41
32,674.52
16.51
12,000.00
4.70
10,545.81
2.44
1,150.00
12.04
202.00
723.00
14,379.16
2.00
4,285.00
79,985.46
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
Rev-1509 EX+ (6-98) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Snyder, Anna T 21-04-00534
ff an asset was made joint within one year of the decedent's dale of death, It muat be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A.Margaret Elaine Fry Daughter
B. CarolAnn Barker
28 Parsonage Street
Newville, PA 17241
277 Main Street
Derby Center, VT 05829
Daughter
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM LE'I-FER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATI- DECD'S VALUE OF
NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER. A'~rACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST
TENANT JOINT JOINTLY-HELD REAL ESTATE.
I D 11/20/2001 Farmers National Bank Certificate of 14,610.47 33.333 4,869.67
Deposit #158199 - Certificate of Deposit
TOTAL (Also enter on Line 6, Recapitulation) 4,869.67
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98)
Rev-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Snyder, Anna T
ESTATE OF
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-04-00534
This scheudule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH [ % OF DECD'S EXCLUSION TAXABLE
INCLUDE NAME OF TRANSFEREE THEIR RELATIONSHIP TO DECEDENTAND
NUMBER THE DATE OF TRANSFER. ATTAC~I A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPLICABLE VALUE
1 American Funds Pa-Account #64601571 - 370,445.60 100.000 370,445.60
Transferees: Margaret Elaine Fry, Daughter
Carol Ann Barker, Daughter
Date of Transfer - 3-29-2004
2 M&T Bank - IRA Account #ASQ-879053 - 4,384.74 100.000 4,384.74
Transferees: Margaret Elaine Fry, Daughter
Carol Ann Barker, Daughter
Date of Transfer - 3-29-2004
3 Mass Mutual Financial Group - Panaroma 252,744.76 100.000 252,744.76
Passage Variable Annutity PAS #9001706 -
Transferees: Margaret Elaine Fry, Daughter
Carol Ann Barker, Daughter
Date of Transfer - 3-29-2004
4 PNC Bank, N.A. Traditional IRA #65001015916 - 979.91 100.000 979.91
Transferees: Margaret Elaine Fry, daughter
Carol Ann Barker, daughter
Date of Transfer - 3-29-2004
5 PNC Bank. N.A. Traditional IRA #65001015917 - 1,000.38 100.000 1,000.38
Transferees: Margaret Elaine Fry, Daughter
Carol Ann Barker, Daughter
Date of Transfer - 3-29-2004
TOTAL (Also enter on Line 7, Recapitulation) 629,555.39
(If more space ~s needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule G (Rev. 6-98)
REV-1151 EX+ (12-99)~
'~'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Snyder, Anna T
Debts of decedent must be reported on Schedule I.
IFILE NUMBER
21-04-00534
ITEM
NUMBER
DESCRIPTION
FUNERAL EXPENSES:
See continuation schedule(s) attached
None
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
Attorney's Fees
See continuation schedule(s) attached
Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees
See continuation schedule(s) attached
Accountant's Fees
Tax Return Preparer's Fees
See continuation schedule(s) attached
Other Administrative Costs
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation)
AMOUNT
7,081.55
5,000.00
529.00
282.00
216.22
13,108.77
Copyright (c) 2002 form software on y The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Snyder, Anna T
SCHEDULE H-A
FUNERAL EXPENSES
continued
FILE NUMBER
21-04-00534
ITEM
NUMBER
1
2
3
DESCRIPTION
Egger Funeral Home
Foster Monument - Monument
Mountain Lakes - Flowers
Subtotal
AMOUNT
6,999.82
60.00
21.73
7,081.55
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-l$02 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H-B2
ATTORNEY'S FEES
continued
ESTATE OF
Snyder, Anna T
IFILE NUMBER
21-04-00534
ITEM
NUMBER DESCRIPTION
1 Weigle & Associates, P.C. - Attorney Fees
Subtotal
AMOUNT
5,000.00
5,000.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B2 (Rev. 6-98)
Rev-1502 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Snyder, Anna T
SCHEDULE H-B4
PROBATE FEES
continued
FILE NUMBER
21-04-00534
ITEM
NUMBER
1
DESCRIPTION AMOUNT
Cumberland County Register of Wills 529.00
Subtotal
529.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form pA-1500 Schedule H-B4 (Rev. 6-98)
Rev-1502 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Snyder, Anna T
SCHEDULE H-B6
TAX RETURN
PREPARER'S FEES
continued
FILE NUMBER
21-04-00534
ITEM
NUMBER
1
DESCRIPTION
Cohick & Associates
Subtotal
AMOUNT
282.00
282.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B6 (Rev. 6-98)
Rev-1502 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Snyder, Anna T
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
FILE NUMBER
21-04-00534
ITEM
NUMBER
1
2
3
4
5
6
7
DESCRIPTION
Cumberland County Register of Wills - Filing fee for inheritance tax return
CUmberland Law Journal - legal advertisement
F&M Trust Company - researching fee
The Valley Times-Star - legal advertisement
UPS - Overnight postage fee
UPS - Overnight postage fee
UPS - Overnight postage fee
Subtotal
AMOUNT
15.00
75.00
20.00
69.50
17.07
10.80
8.85
216.22
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Snyder, Anna T
IFILE NUMBER
21-04-00534
Include unreimbursed medical expenses.
ITEM
NUMBER
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
DESCRIPTION
Blue Mountain Anesthesia - medical bill
Carlisle Digestive - medical bill
Carlisle Neuro Care - medical bill
Central Penn Medical Group Emergency - medical bill
Hartzell Eye Care MDS - eye doctor bill
Kough's Oil Service - Fuel bill
Koughs Oil Service
Lancaster HMA Phycs. Management Center - medical bill
Lancaster HMA Phys. Management Center - medical bill
Moffitt Heart & Vascular Group - medical bill
Newville Water and Sewer Authority - Water/Sewer bill
Newville Water & Sewer Authority - Water/Sewer Bill
PP&L - Electric bill
PP&L - Electric bill
PP&L - Electric Bill
PP&L - Electric bill
PP&L - Electric Bill
Sprint - Phone bill,
Total of Continuation Schedule(s)
TOTAL (Also enter on Line 10, Recapitulation)
(If more space is needed, additional pages of the same size)
VALUE AT DATE
OF DEATH
4.46
5.47
21.86
5.84
15.00
78.44
14.84
5.89
7.94
92.86
112.56
104.61
26.84
17.27
19.01
21.78
24.46
39.41
See attached page
733.09
Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule I (Rev. 6-98)
Rev-1512 EX+ (6-98)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Snyder, Anna T 21-04-00534
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
19
20
21
22
Sprint - Phone Bill
Sprint - Phone bill
Sprint - phone bill
Sprint - Phone bill
TOTAL (Also enter on Line 10, Recapitulation)
28.80
28.80
28.19
28.76
733.09
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Anna T Snyder 167-42-1374 03~29~2004
Item I Name and Address of Pemon(s)
NumberJ Receiving Propert3t
2
Carol Ann Barker
277 Main Street
Derby Center, VT 05829
Margaret Elaine Fry
28 Pamonage Street
Newville, PA 17241
I Relationship
Share of Estate
(Words)
Daughter
One-half
Daughter
One-half
IAmount of Estate
(SSS)
453,314.58
453,314.58
Total
906,629.16
a~res
al estate be
year.
~)0% of
; determined after this reassessment, alltaXing districts are required by law to lower the
proportion that the tax base went up. The iaw.ProW~es that in the first year af[er reasses
,nshi ', · ~ ... . sment
' ~ ps and boroughs may not ~ncrease overall revenueonthelr ex~sting taxbase by more than
five districts may not increase overall revenUe on their exist~ng taxbase bY more than ten Pement
(10=, county and the other taxing bodies will make these decisions next year, and may choose not to increase overall
revenue. Of course, some individual's taxes will go up or down by more than those.pementages. The essential point is that
an increase in market values does not necessarily mean a corresponding increase in taxes. Individual changes in
taxes will.depend upon a specific property's change as compared to the overall change for the taxing district.
The ESTIMATED impact statement printed below is our best estimate of change, based on 2004 COUNTY tax figures, THIS
ESTIMATE DOES NOT INCLUDE ANY BOROUGH, TOWNSHI P, OR SCHOOL DISTRICT IMPACT.
ESTIMAT~.D COUNTY TAX IMPACT: Current 2004 County mills = 2.352
Adjusted 2004 County mills = 2.138
$ 191 : 2004 Coun=y Tax BEFORE Reassessment.
$ 185 : 2004 County Tax AFTER Reassessment.
'1
I vtp~ J. mE. ~ Pm~ i
FARMERS NATIONAL BANK
JUN 2 2 200~.
June 18, 2004
Richard L. Webber Jr., Esquire
WEIGLE & ASSOCIATES, P.C.
126 East King Street
Shippensburg, PA 17257
RE: Estate of Anna T.Snyder
Dear Mr. Webber:
Mrs. Snyder had the following certificates of deposit -
#158199 $14,405.80 dated 11/20/01 due 11/20/05 in the names of Anna T. Snyder
or Margaret E. Fry or Carol Ann Barker, plus $204.67 accrued interest;
#4990705 $1,150.00 dated 10/15/99 due 10/15/05 in Mrs. Snyder's name, plus
$12.04 accrued interest.
Sincerely yours,
P.O. Box 156, Ncwville, PA 17241 · (717) 776-5312
ACCOUNT INFORMATION
RE: ANNA T. SNYDER
DATE OF DEATH 6-7-2004
X
__CHECKING
__SAFE DEPOSIT
SAVINGS __CERTIFICATE OF DEPOSIT
__SHARES OF STOCK
DATE OPENED 10-30-1996 DATE CLOSED
ACCOUNT NUMBER 33-05473
ACCOUNT BALANCE AT DATE OF DEATH $3,248.87
ACCRUED INTEREST $.41
TOTAL ACCOUNT BALANCE $3,249.28
NAME(S) ON ACCOUNT ANNA T. SNYDER
REGISTRATION OF ACCOUNT INDIVIDUAL ACCOUNT
ACCOUNT INFORMATION
6-16-2004
X
CHECKING
~SAFE DEPOSIT
~SAVINGS CERTIFICATE OF DEPOSIT
__SHARES OF STOCK
DATE OPENED 10-30-1996 DATE CLOSED 6-16-2004
ACCOUNT NUMBER 70-31890
ACCOUNT BALANCE AT DATE OF DEATH $32,674.52
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
REGISTRATION OF ACCOUNT
$16.51
$32,691.03
ANNA T. SNYDER
INDIVIDUAL ACCOUNT
ACCOUNT INFORMATION
RE: ANNA T. SNYDER
DATE OF DEATH 6-7-2004
CHECKING
~SAFE DEPOSIT
__SAVINGS X CERTIFICATE OF DEPOSIT
~SHARES OF STOCK
DATE OPENED 10-31-2000
ACCOUNT NUMBER 015-2965760
ACCOUNT BALANCE AT DATE OF DEATH
ACCRUED INTEREST $4.70
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
REGISTRATION OF ACCOUNT
DATE CLOSED STILL OPEN
$12,000.00
$12,004.70
ANNA T. SNYDER
INDIVIDUAL ACCOUNT
ACCOUNT INFORMATION
~CHECKING
~SAFE DEPOSIT
~SAVINGS X CERTIFICATE OF DEPOSIT
__SHARES OF STOCK
DATE OPENED 6-3-2002 DATE CLOSED STILL OPEN
ACCOUNT NUMBER 015-2975036
ACCOUNT BALANCE AT DATE OF DEATH $10,545.81
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
REGISTRATION OF ACCOUNT
$2.44
$10,548.25
ANNA T. SNYDER
INDIVIDUAL ACCOUNT
0
I ~
0
0
TRUST
JUN 2 2 ~llil~
ANNA T. SNYDER
! customer, our records show the
~ate. Our researching fee for the
is $ 20.00 Please send your
~ess:
lants Trust Company
~ey Stenger
Main Street
PA 17201-0819
assistance, please contact me.
~ncerely,
ira Operations Supervisor
717-264-6116 888-264-6116 P.O. Box 6010 Chambersburg, PA '!7201-6010
FINANCIAL; SOLUTIONS... 'FROM PEOPLE YOU KNOW.
PNCBAN<
August 5, 2004
Weigle & Associate, PC
Attorney at Law
126 East King St.
Shippensburg, Pa 17257-1397
Estate of Anna T Snyder (Deceased)
SSN: I6%42-1374
DOD: 03-29-2004
Dear Sir or Madam:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Savings Account
Account #5003813907
ANNA T SNYDER
DOD balance: $14,379.16 + $2.00 accrued interest
Established 07-18-2001
IRA Account
Account #65001015916 Established 02-20-1987
ANNA T SN'YDER'
DOD balance $978.60 + $1.31 accrued interest
Account #65001015917 Established 02-20-1987
ANNA T SNY'DER
DOD balance $999.04 + $1.34 accrued interest
For IRA or Beneficiary information, please call 1-888-PNC-IRAS.
Page 1 of 2
,RGG-04-2004 17:31 PNCBRNK 412 768 3458 P.02
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts), We do not process any fmmneial
transscfions or provide statements. If you need assistance with any o£these items,
please call 1-888-PNC-BANK (1-888-752-2265) or stop by your local PNC Bank branch
office.
Sincerely,
Erica L Schlegel
1-800-762-1775
P7-PFSC-04-F
$00 First Ave.
Pittsburgh PA 15219
M~'mb~ FDIC
Page 2 of 2
TOTAL P.02
214 Senate Avenue, Suite 303 \
Camp Hilt, Pennsylvania 17011
717-763-7365 · 717-763-7684 Fax
rfherYey@finsvcs.com · wvw~.wienken.com
WIENKEN~,.~ASSOCIATES
Financial Services
Robert F. Hervey, ChFC
July 22, 2004
JUL 2 3
Richard L Webber, Jr., Esquire
Weigle & Associates, P.C.
126 East King Street
Shippensburg, PA 17257-1397
Dear Rich,
Per your request, enclosed is a signed verification of Anna Snyder's investment account valuations
as of the date of her death.
The proceeds of the American Funds account and the Panorama Passage have been distributed to
Elaine and Carol. The brokerage account has been established as an estate account and will be held as
such until the estate settlement is completed.
If I can be of further assistance, please so advise.
Sincerely,
Robert F. Hervey, ChFC, CLTC
~ Secur t~es offered through MML Investors Services Inc., 214 Senate Avenue, Suite 303, Camp Hill
~ PA 17011 · 717-763-7365 InvestmentAdvisory Services offered through Wienken & Associates,
Ltd.,aWienken&AssociatesFinancialServicessubsidiaoz Wienken&Associates, Ltd.,isnota
~ subsidiaryoraffiliateofMMLInvestorsServices, lnc. ServicesofferedthroughWienken&
Associates,
Ltd., are not sponsored or offered through MML Investors Services, Inc.
RE: Anna T. Snyder, deceased
S.S #167-42-1374
To Whom It May Concern:
Attached is an itemization of all investments owned by Anna T. Snyder as of March 29,
2004, that Wienken & Associates, P.C. serviced, along with values of each investment as
of that date.
Date:
WIENKEN & ASSOCIATES, P.C.
214 Senate Avenue, Suite 303
Camp Hill, PA 17011-2354
Anna Snyder
Investment Accounts
American Funds Pa/TOD # 64601571
M. Elaine Fry
Carol A. Barker
As of: 03/29/2004
New Perspective Fund (07)
Fundamental investors (10)
Washington Mutual (01)
Capital Income Builder (12)
American Balanced (11)
Bond Fund &America (08)
1367.828 Shares
1039.655 Shares
992.052 Shares
2049.226 Shares
4018.070 Shares
7872.512 Shares
$25.10
$29.O3
$28.95
$48.29
$17.58
$13.67
$ 34,332.48
$ 30,181.18
$ 28,719.91
$ 98,957.12
$ 70,637.67
$1.07,617.24
$370,445.60
MML Investors Services Inc.
National Financial Services Brokerage Account BMA 285587
Anna T. Snyder
As of.' 03/29/2004
Lucent
Income Fund of American
Cash Capital Reserves
50 Shares $4.05
6582.076 Shares $17.23
6099 Shares $1.00
$ 202.50
$113,409
$ 6,009
$119,620.50
MassMutual Financial Group
Panorama Passage Variable Annuity PAS 9001706
As of.' 03/29/2004
Oppenheimer Main St
American Funds Growth/Income
American Century Income/Growth
Oppenheimer Multiple Strategies
American Funds Asset Allocation
Oppenheimer High Income
MML Managed Bond
Fixed Account
2700.377 Shares
1999.716 Shares
2544.684 Shares
4230.190 Shares
2358.648 Shares
3135.277 Shares
3000.148 Shares
$8.95
$12.74
$9.26
$11.04
$11.64
$11.47
$13.19
$ 24,178.61
$ 25,48O.44
$ 23,573.46
$ 46,685.05
$ 27,457.01
$ 35,952.48
$ 39,582.08
$ 29,835.63
$252,744.76
Statement Date: 01/01/04 to 03/31/04
TOTAL PORTFOLIO
SNAPSHOT $4,384.74
TOTAL PORTFOLIO VALUE $4,384.74 $4,363.59
P
(i~
4,500.
portfolio Yaluo I
Ncc Trading ($11.13) ( $11.13)
Net Income and Expenses $11.13 $11.13
LEGEND
() Numbm in pas~.n~.is
a~ ~hbi~s ot subu~aions
Page 1 of 5 Account carried with National Financial Services LLC, Member NYSE, SIP~
040331 22o ool 179028
IU IAL I'UKIPULIU ¥~I..UI~ :ti4,;31:14./q
===================================================================================================================================================================================================================== ......i:.-::............. :::::::::::::::::::::::::::::::::::: ;ii!i:~:.
BEGINNING BALANCE $0.00
Trading
Securities Purchased ( $11.13) ( $11.13)
N~'J' TRADING ($11.13) ($11.13)
Income and Expenses
Taxable Income
Tax Deferred Dividends
NET TAXABLE INCOME
$11.13 $11.13
$11.13 $11.13
TOTAL INCOME
NET INCOME AND EXPENSES
$11.13 $11.13
$11.13 $11.13
ENDING BALANCE
$0.00
DETAIL
Investments made through M&T Securities, Inc. are not insured by the FDIC or any government agency, and are not deposits or other obliger ohs of, or gu
affiliates, nor are they guaranteed by M&T Securities. They are subject to investment risks, including possible loss of the principal amount invested. Call
of the Buffalo area to determine if any scheduled direct deposit or preauthorized transfer to your account has occurred.
Page 2 of 5
Account carried with National Financi',d Services LLC, Member NYSE, SIP
040331 220 001179028 See last page for important information about yom' brokerage account and this statement.
Dividend Option Reinvest
Capital Gain Option Reinvest
Total _,'V[utuaJ Funds $4,384.74 $38.24
Total Securities $4,384.74 $38.24
TOTAL PORTFOLIO VALUE $4,384.74 $38.24
TRADING
Securities Purchased
Settlement Account
Date Type
03/31/04 CASH
Transaction Description Quantity Amount
REINVESTMENT MTB BALANCED CLASS A REINVESTED 0.848 ( $11.13 )
@$13.13
Net Securities Purchased
($11.13)
NET TRADING
($11.13)
Page 3 (3'[ § Account carried with National Financial Services LLC, Member NYSE, SIP
040331 220 001179028
NetTaxableIncome
$11.13
TotalIncome
$11.13
NET INCOME AND EXPENSES
$11.13
Is your 1RA working hard enough for you? ................................
Don't wait until retirement to find out.
Be prepared for what's ahead with smar~ retirement planning from M&T Securities.
Select Mutual Funds, IRA Rollovers, Traditional and ROTH IRAs, and more.
World Class Solutions. Local Personal Service. Tailored to you, Invest with people you know.
Contact your Financial Consultant or visit the Investment Center at www. mandtbank, com
Page 4 of 5
040331 220 001179028 Account carried with National Financial Services LLC, Member NYSE, SIP(
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU 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 004353
FRY MARGARET ELAINE
28 PARSONAGE STREET
NEWVILLE, PA 17241
fold
ESTATE INFORMATION: SSN: 167-42-1374
FILE NUMBER: 21 04-0534
DECEDENT NAME: SNYDER ANNA T
DATE OF PAYMENT: 09/08/2004
POSTMARK DATE: 09/08/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 03/29/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 91,850.94
TOTAL AMOUNT PAID:
91,850.94
REMARKS: FRY MARGARET ELAINE
SEAL
CHECK//8
INITIALS' SK
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Name of Decedent:
CERTIFICATIGN OF NOTICE UNDER RULE
Anna T. Snyder, aka Anna C~rran Snyder
Date of Death: l'~.reh 29, 2004
Will No. 2004-00534 Adm/n. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries Of the above-captioned estate on June 7, 2004 :
Name Address
Hargaret Elaine'Fry
Carol Ann Barker
28 Parsonage Street Ne~ville, PA 17241
277 14~in Street, Derby Center, VT 05829
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except. I'I/A
Signature
Name ILichard L. Webber, Jr., Esquire
126 Ea8t King Street
Address
Shtppensburg, PA 17257
Telephone (71~ 532-7388
Capacity: __ Personal Representative
X Counsel for personal representaive
BUREAU OF INDIVIDUAL TAXES
/NHER/TANCE TAX D/V/SION
PO BOX Z80601
HARRISBURG, PA 171Z8-O60!
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1GI~7 EX AFP
RICHARD L WEBBER JR ESQ
WEIGLE & ASSOCS
126 E KING ST
SHIPPENSBURG PA 17257
DATE 11-15-200q
ESTATE OF SNYDER
DATE OF DEATH O$-Z9-ZOOq
FILE NUMBER 21 0~-053~
COUNTY CUMBERLAND
ACN 101
I Amount Ram/tted
ANNA T
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THXS LXNE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF XNHERZTANCE TAX APPRAISEMENT, ALLOWANCE OR DXSALLOWANCE OF DEDUCT/ONS AND ASSESSMENT OF TAX
ESTATE OF SNYDER ANNA T FILE NO. 21 Oq-OSSq ACN 101 DATE 11-15-200q
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
q. Mortgages/Notes Receivable (Schedule D) (q)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jo/ntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/M/sc. Expenses (Schedule H) (9)
10. Debts/Mortgage Limb/lit/as/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
86/qqO.O0
119z620.50
.00
.O0
79/985.q6
qz869.67
629z555.$9
(8)
15,108.77
755.09
NOTE: To insure proper
cred/t to your account,
submit the upper port/on
of th/s form w/th your
tax payment.
15.
NOTE:
9ZO,q71. OZ
(11) 1-~ .8ql .86
(12) 906,629.16
Char/table/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Nat Value of Estate Subject to Tax (lq)
Zf an assessment Nas lssued previously, lines lq, 15 and/or 16, 17,
reflect flgures that include the total of ALL returns assessed to date.
CDOOq08!
ASSESSMENT OF TAX: 15. Amount of L/ne 1~ at Spousal rate
16. Amount of L/ne 1~ taxable at Lineal/Class A rata
17. Amount of Line 1~ at S/bl/ng rata
18. Amount of L/ne 1~ taxable at Collateral/Class B rata
19. Pr/nc/pal Tax Due : 'I'~,~
TAX CR~PZTS: '-~
PAYMENT RECEIPT ~ZSCOUNT t+J
DATE NUNBER INTEREST/PEN PAID (-)
06-2~-200q 1,9~7.~7
09-08-200q ~i~. .00
.00
906,629.16
18 and 19 Nill
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(IS). .00 X O0 : .00
(16) 906,629.16 X Oq5= q0,798.$1
(~7) .00 x 12 = .00
(la) .00 x 15 = .00
(19)= q0,798.3!
AMOUNT PAID
$7,000.00
1,850.9q
TOTAL TAX CREDIT I q0,798.$!
BALANCE OF TAX DUEl .00
INTEREST AND PEN. .00
TOTAL DUE .00
( ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A -CREDIT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION:
Estates of decedents dying an or before December 1Z, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
1ifa or for years, the Commanwaalth hereby expressly reserves the right to appraisa and assess transfer Inharitance Taxes
at the lawful Class B (collateral) rata on any such future interest.
PURPOSE OF
NOTICE=
To fulfill fha requirements of Section Zl~O of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (TI P.S.
Section 91~0).
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECTIONS:
Detach the top portion of this Notice and submit with your payment to tha Register of Hills printed on the reverse side.
--Hake check or money order payabla to: REGIS?~R OF NILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by complating an
"Application for Refund of Pennsylvania InharJtanca and Estate Tax" (REV-1313). Applications are available
online at aaa.revenue.state.pm.us, any Register of Hills or Revenue District Office, or from the Department's
Z4-hour ansaering service for forms orders: 1-800-36Z-ZO50; services for taxpayers with special hearing and/or
speaking needs: 1-800-~7-3020 (TT only).
Any party in interest not satisfiad with tho appraisaent, allowance or disallowance of deductions or assessment of tax
(including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notice
by filing one of the following:
A) Protest to tho PA Dapartmant of Ravenua, Board of Appeals. You may object by filing a protest online at
www.boardofappeals.state.pa.us on or befora the axpiratJon of the sixty-day appeal pariod. In order for
an alactronic protest to be valid, you must receive a confirmation number and processed date from the
Board of Appeals wabsita. You may also send a arJttsn protest to PA Department of Revenue, Board of Appeals
P.O. Box 2810Z1, Harrisburg, PA 17128-10Z1. Petitions amy not be faxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
C) Appeal to tha Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Dapartaent of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box Z80601, Harrisburg, PA 171ZB-0601
Phone (717) 787-6505. Sea page S of tha booklet "Instructions for Inheritance Tax Return for a Rasident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
DISCOUNT:
PENALTY:
If any tax due is paid within three (5) calendar months after the dacadent's death, a five percent (SI) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of tho tax and interest assessed, and not
paid before January 18, 1996, tha first day after the end of the tax amnesty period. This non-participation
panalty is appealable in the same mannar and in the the same time period as you would appaal fha tax and interest
that has been assessed as indicatad on this notice.
INTEREST:
Interest is charged beginning aith first day of dalinquancy, or nine (9) months and one il) day from the date of
death, to the date af payment. Taxes which became dalinquent before January 1, 198Z bear interest at fha rate of
six (BI) percent par annum calculated at a daily rate of .00016~. All taxes which bacaaa delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 200~ ere:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .0005~8 T~-8-X991 llZ .000301 ~ 9Z .O00Z~7
1985 16Z .000438 1992 9Z .0002~7 ZOOZ 6Z .00016~
198q llZ .000301 1993-199~ 7Z .00019Z 2005 5Z .000137
1985 152 .000356 1995-1998 92 .0002~7 200~ ~Z .000110
1986 IOZ .O0027~ 1999 72 .O00X9Z
1987 102 .O00Z7~ 2000 72 .00019Z
--Interest is calculatad as follows:
INTEREST = BALANCE OF TAX UNPAID X NUHBER 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 cf the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/17/2006
WEBBER RICHARD L JR
126 EAST KING STREET
SHIPPENSBURG, PA 17257
RE: Estate of SNYDER ANNA T
File Number: 2004-00534
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
3/29/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
{~
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/06/2006
FRY MARGARET ELAINE
28 PARSONAGE STREET
NEWVILLE, PA 17241
RE: Estate of SNYDER ANNA T
File Number: 2004-00534
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
3/29/2006
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
~~~
, t
......
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/06/2006
BARKER CAROL ANN
277 MAIN STREET
DERBY CENTER, VT 05829
RE: Estate of SNYDER ANNA T
File Number: 2004-00534
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
3/29/2006
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~/~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~r
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Anna T. Snyder
Date of Death:
March 29, 2004
Estate No.:
2004-00534
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 0 No fjl
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: December 31, 2006
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
Date: March
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. ~ ) _ J . j
13.2006 ~~ ~ 4-
Signature .
Richard L. Webber, Jr., Esquire
Name
126 East King Street
Shippensburg, FA 17257
Address
717-532-7388
Telephone No.
I Z : I !,td il I
Capacity: 0 Personal Representative
g Counsel for personal representative
g
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
Name of Decedent: Anna T Snyder
Date of Death:
03/29/2004
File Number: 21-04-00534
Pursuant to Pa. O.C. Rule 6.12, 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:
DYes 00 No
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
12/31/2007
3. If the answer to NO.1 is YES, state the following:
a. Did the personal representative file a final account with the Court?
DYes D No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
informally to the parties in interest?
D Yes D No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of Orphans' Court and may be attached to this report.
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Richard L Webber, Jr. Esquire
Name of Person Filing this Form
126 East King Street
Address
Shippensburg, PA 17257
City, State, Zip
717-532-7388
Form RW-10 Rev. 10-13-2006
T eiephone
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CtJNIBERLAND COU1~~, pE~,'~iSYLVAI~7?~
g,E~ i j i LR O r WILLS OF
Anna T. Snyder
Name of Decedent: 2004- 00534
March 29 , 2004 File Number:
Date of Death:
D ,o ~ ~,~ T resort+~e folio.=;iwg ~xnth respect to completion of the administration of
DursuarLt tv Da• v.`r-~. i~uiv v.i~, i Y _
the above-captioned estate:
Yes ~No
1. State whether administration of the estate is complete :................... .
2 jf the an"sweris No, state when the personal representative
reasonably believes that the administration will be complete:
December 31, 2009
;. If the answer to No. 1 is YES, state the following: ~ QNo
e reseutative file a final accountwith,the Court? • • • • • • • QYes
a. Did t7e personal r p
s' Court No. (if any) for the Personal
b. The separate Orphan
representative's account is:
c. Did the personal representative state an account . QYes [~No
infoi~ially to the parties in interest? . • • • • •
rovals of formal or i~o~al accounts maybe
d. Copies of receipts, releases, joinders and aPP
filed with the Clerk of the Orphans' Court and niay be attached to this repor`~.
February 9, 2009
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Capacity:Personal Representative !~ Counsel
Richard L. Webber, Jr., Esquire
Nmne of Person Filing this Form
12~i East King Street
Address p A 17 2 5 7
Shippensbur.g,
717-532-7388
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CUMBERLAND COUvTY, PENNSYLV ~NI?.
REGISTER OF WILLS OF
Name of Decedent: ANNA T. SNYDER
t ~~ ~nn~ Fil~ Number: -
DateoiDeath: rvr-rcu ~~~_s---- -
e a;.. to rmz^l~`inn ni tl,e administration o
D. - t ~~ D., r,+'r'tl: ftilln,~zrinj tz;it}~ T-_csn,-.._ ~----r------
. a~suan~ ~., L u. O.C. Rule 5.12, I rep...
the above-captioned estate:
......... ~YeS ~IVO
1. State whether administration of the estate is complete:.......... .
2. If the arisweris No, state when the personal representarve
reasonably believes that the administration will be complete:
December 31, 2011
3. If the answer to No. 1 is YES, state the following:
a. Did the personal representative file a final account with the Court? .. • • • • • Yes 0 No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
............... ~ fl ~'es ONo
infornlally to the parties in ir_terest? ... • • • • • •
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe
filed with the Clerlc of the Orphans' Court and maybe attached to this report.
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Dnte 2 2 10 - Signature of Person Filing this Form
Capacity: Personal RepresentativeCounsel
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Richard L. Webber,
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"~ Name of Parson Filing this Form
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Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
Name of Decedent: Anna T Snyder
Date of Death: 03/29/2004
File Number: 21-04-0053d
Pursuant to Pa. O.C. Rule 6.12, 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:
N/A
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 No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
informally to the parties in interest? ® Yes ^ No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of Orphans' Court and may be attached tc this report.
Date 05/09/2011
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Form RW-10 Rey. ~0-~3-loos
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Signature of Person Filing this Form
Capacity: ^ Personal Representative ® Counsel
Richard L Webber, Jr. Esquire
Name of Person Filing this Form
126 East King Street
Shippensburg, PA 17257
City, State, Zip
717-532-7388
Telephone
Copyright (c) 2006 form software only The Lackner Group, Inc.