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HomeMy WebLinkAbout04-0544 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO, CD OO4O3O SNOW ROBERT L 1 HAZLEWOOD PATH MECHANICSBURG, PA 17050 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... - ....... 101 $5,500,00 ESTATE INFORMATION: SSN: 177-16-0200 FILE NUMBER: 2104-0544 DECEDENT NAME: SNOW BETTY L DATE OF PAYMENT: 06/10/2004 POSTMARK DATE: 06/1 0/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/1 5/2004 TOTAL AMOUNT PAID: $5,500.00 REMARKS: ROBERT L SNOW CHECK# 0000 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS " PETITION FOR PROBATE and GRANT OF LETTERS Estate of' Botty L_ Snow No. also known as To: Register of Wills for the County of Cumberland in the SocialSecurityNo. 177-16-0200sed' Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/~-t 8 years of ag.e, or ol~er aq the execut named inthelast will of the above decedent, dated may .~, 1968 ,19- and codicil(s) dated None First Executor named. John F_ Second Executor named, John F.. Sno~: jr_:-~ii~-~ renunciation herewith and requests appointment of Petit~on~_r (state relevant circ.mstances, 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 4060 Seneca Ave._. Camp Hill: PA 17011 (list street, number and muncipality) Decendent, then 82 years of age, died March 15: 2004 ~97. ., at Health South Care CenY_~_r Except as follows, decedent did not marry, was not divorced and did not have a child born or adopte~ after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) Ali personal property $ 6 4 ~ 0 0 0.0 0 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ $.. 80.000.00 Value of real estate in PeP"Sy[Var~anecaq0o0 se situated as follows: Ave., Camp Hill, Cumberland County~ PA ' WHEREFORE, petitioner(s) respectfully request(s) t.he probate the las~ will and codidi(s) presented herewith and the grant of letters aom~nxscracion . t. a. the,on. (testamentary; administration ¢.t.a.; ~nistration d.b.n.c.t.&.) ~ Robert'L. Snow- OATH OF' PERSONAL REPRESENTATIVE COMMONW~L~ OF PENNSYLVANIA '1 COUNTY OF ~ ~s The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to ti~e be~+, of the knowledge and belief of petitioner(s) and that as personal represen- 8wora to or affh-med aud ~.ub~ribed ,- ?~-~. ~ before___me fi,As . I0 r~__ day of I ~ ~ ~ \ ~ ,. ,.~,.~,~-~. -~ ~, '~~ J : ~ Estate Of Betty L. Snow , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~e.. ~) ~C~ ,)6' , in consideration or the petition on the reverse side hereof, satisfactory proof havin8 been presented before me, IT IS DECREED that the instrument(s) dated May 3t 1 9 6 8 described therein be adm~ed to__probate and filed of record as the last will of and Letters (~,--c~, ~k.x.o_~{~o C ...-T-, ~. are hereby granted to Robert L. Snow Probate, Lett~s, Et¢ .......... $ W. Scott Staruch (23887) Short Certificates( ) .......... $ ~. c)C) A'VI'ORNEY (Sup. Ct. I.D. No.) Renunciation ................ $ 5.00 20 Erford Rd., Suite 305, TOTAL $ 2~O,OC) Lemoyne, ~D!~%43 Filed ...~..=.(.O..:~..¢~.~ .............. (717) 975-0600 PHONE .~ ~egi~ter of ~9ilt~ of Cum§erlanl~ (Eountp ~enn~pl~ania OATH OF NON-SUBSCRIBING WITNESS Estateof [~3-'~l ~, %tq0c,~) No. 5~ ',7 Also ~ow as , Deceased (each) a subschber hereto, (each) being duly qualified according to law, depose(s) and say(s) that (I a~we are) hmiliar with the silage of ~ ~ k, ~h r',~ ~ , testat c, ~ of (one of the subscribing wi~esses to) the will/codicil presented here~ and that ~ believes the silage on the will/~il is in the hand~iting of ~ /, ~ ~ to the best of~ ~owledge and belief. Sworn to or affirmed and subscribed before this I~ me day of, i ~ -d' ature~ C-~ -~"~ ... ~ ,20 ©'t (Slgr} ~c~-~'~'~'x '-_ ,~~~ (Signature) - For the~ist~~ Sworn to or affimed and subscribed before me this ~ day of ., 20~ (Si~amre) (Signature) For the Register RENUNCIATION In ReEstateof Betty L. Snow deceased. To the Register of Wills of Cumberland County, Pennsylvania. The und~si~ed John F. Snow, Jr.. son and named successor E~¢utor of theaboved~ed~t,h~e~ r~ounce(s) the fi~t ~admi~er the ~t~c ~dr~pect~lly ~k(s) th~ L~ters Testamentary or Administration c.t.a. ~ issued ~ my WITNESS my hand this day of ,20 04 ~po0iteBU~dS!~at~!an:~, CFt~ 32082 · ' (Address) (Signature) (Signature) (Address) hi~. is to certify that the information here given is correctly copied from an original certificatc of cleat]~ dui) filed with me as l..oc::d Registrar. The original certificate will be forwarded to the State Vital Records Office for pennan~'nt ~iling. WARNING: It is illegal to duplicate this copy by photostat or pl'otograph. "; Fee for this certificate, $2.00 .,~,,,.., ~ ~(3 [ocat Regi~t~a~ No. ~ Date COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS ': , CERTIFICATE OF DEATH : '~-' ......... I:'x~ale 17'~ ....... "' ~0"°~°~ .... ' .... ,. Betty L. Snow I. 1' -~ 16 -- 02~ ~rch 15, 2004 ,. 82 ,,. ~ Dec. 3, 21 ~rris~rg, PA --~ ~..~ ~ ~N~ ~ ~H I I 1~. I?. [~ I ~C~b~land ~ lien T~. , Health South ~re Center ,~.~,~.., ' ~cE~m's usu~ ~c~.~ ,~ ~i te . · widow 6060 Senna Svenue ~*m ~,...._ ,,..~... ,,..~~ ~wer Alien ,~C~p Hill, PA 17011 ~ ,~.~ C~r land ~' ,,,O ,,. ~ster Dagnell ,, Ethel ~wards ~ Ro~rt L. Snow ~ 1 Hazelwo~ Path, Mec~nics~rg, PA 17050 ~ c~.~ ~..,.~ ~r[~18, 2~ ~ ~'~ ~m,. [,,. Cr~tory [,,, Grant, lie, PA 17028 [ b,,.01~04-L [,~ntral PA Cr~. Sty., 3125 Walnut St., ~. PA ~-. ~.'~ ~., ~.. o~-/~-~ J.. .. -~ 'MEDIAL ~AMINE~C~ONE. ,'~ Z~ Ty~ m P,Jm.~..~ ~ /~.~ . ~?zg. 0 z/9/68 LAST WILL AND TESTAMENT OF BETTY L. SNOW I, BETTY L. SNOW, of Lower Allen Township, Cumberi~nd County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITE~M I: I ~direct that a.!l inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my Estate or by any recipient of any property, shall be paid by my Executor out of the property passing under this Will, as an expense and cost of administration of my Estate, My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid even though on proceeds of insurance or other property not passing under this Will. ITEM II: I hereby exercise all powers of appointment which I may have at the time of my death, in favor of my Executor, and all property subject to all such powers of appointment shall be included in my Estate. ITEM III: I hereby acknowledge that any household furniture and furnishings in which I may have an interest are held by my husband, JOHN F. SNOW, and me as tenants by the entirety. I ~ereby give and bequeath to my said husband, absolutely and in fee simple, all of my automobiles, books, pictures, jewelry, wear- ing apparel and other articles of personal use or adornment. Should my said husband not survive me, I give and bequeath all of the aforesaid household furniture and furnishings and personal articles to my surviving children in equal shares, to be Page i of 4 pages. .~,~]/5~~~ ~ ~/ii '~ ~, ~-' - <! ...... (SEAL) :~"~etty L. Snow divided among them as they shall agree, the Guardian herein appointed to represent any minors in such division. ITEM IV: I give, devise and bequeath all the rest, residue and remainder of my property, real, personal and mixed, to my husband, JOHN F. SNOW, if he survives me. ITEM V: If my husband, JOHN F. SNOW, is not living at the time of my death, all the rest, residue and remainder of my property, real, personal and mixed, shall be divided into two (2) equal shares or parts to be distributed as follows: (a) One such equal share to my son, JOHN F. SNOW, JP~. , if living at the time of my death; if he is not then living, said share or part shall go to his then living issue, per stirpes; if there are no then living issue, said share shall go to his surviving spouse if she has not remarried; and if there is no such surviving spouse, said share or part shall be added to and become part of the share distributed in accordance with paragraph (b) of this ITEM V. (b) One such equal share to my son, i~OBEKT L. SNOW, if living at the time of my death; if he is not then living, said share or part shall go to his then living issue, per stirpes; if there are no then living issue, said share shall go to his surviving spouse if she has not remarried; and if there is no such surviving spouse, said share or part shall be added to and become part of the share distributed in accordance with paragraph (a) of this ITElVi V. ITEM VI: Any person who shall have died at the same time as Testatrix or in a common disaster with her, or under such circumstances that it is Page 2 of 4 page s. ~ ~//~ ~-i~J~'~~ ..... (SEAL) .~tty L. Snow difficult or impossible to determine who died first, shall be deemed to have pre- deceased her. ITEM VII: If at any time any minor child shall be entitled to receive any asset hereunder, CUMBEKLAND COUNTY NATIONAL BANK, of New Cumberland, Pennsylvania, shall act as Guardian of the assets payable to such chilc~ Said Guardian may receive and administer all assets authorized by law and shall have full authority to use such assets, both principal and income, in any manner it shall deem advisable for the best interests of such child, including college, univer- sity, post-graduate or other education, without securing court order. Said Guardian shall have all the rights and privileges as to the Guardianship(s) and the assets thereof as are herein granted to my Executor as to my Estate and the assets therein. ITEM VIII: I hereby nominate, constitute and appoint my husband, JOHN 1~o SNOW, to be my Executor. In the event of my husbandms death, disqualifi- cation, resignation or refusal to act, my son, JOHN Fo SNOW, Jla. alone shall serve and shall have all the powers granted to my Executor herein. My Executor specifi- cally is relieved from the duty or obligation of filing any bond or other security. ITEM IX: In the settlement of my Estate, my Executor shall possess, among others, the following powers: (a) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate, any or all real or personal estate or interest therein, whether owned by me severally or in conjunction with other persons or acquired after my death by my Executor and to consummate said sale or sa/es, by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without Page 3 of 4 pages. ,.'/~/.~/ ¥-~/-.~/'): c~L~- (SEAL) ,~t~tty L. Snow liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable, in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in my Will. (b) To pay all costs, taxes, expenses and charges in connection with the administration of my Estate. (c) To distribute my Estate in kind or in money. (d) To do all other acts in the judgment of my Executor necessary or de sirable for the proper and advantag eou s management, investment and distribution of my Estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of this and the preceding three (3) pages, at the end of each page of which I have also set my hand and affixed my seal for greater security and better identification this '-~.~' day of /" .~ , 1968. Page 4 of 4 pages. -- (SEAL) t~e~ty L. Snow We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Betty L. Snow Date of Death: 3/15/04 Will No. 21-04-0544 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on 6/15/04; Name Address Robert L. Snow 1 Hazlewood Path, Mechanicsburg, PA 17050 John F. Snow, Jr. 109 Burning Pines Ct., Ponte Vedra Beach, FL 32082 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: ~J~/~° ~ /~~~ ~r~. S~off Staruch, Esq. Laws, Staruch & Pisarcik 20 Erford Road, Suite 305 Lemoyne, PA 17043 (717) 975-0600 , . Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-1162 EX(11-96} BUREAU OF JNDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004383 SNOW ROBERT L 1 HAZLEWOOD PATH MECHANICSBURG, PA 17050 ACN ASSESSMENT AMOUNT CONTROL NUMBER ....... f01d 101 $1,350.13 ESTATE INFORMATION: SSN: 177-16-0200 FILE NUMBER: 2104- 0544 DECEDENT NAME: SNOW BETTY L DATE OF PAYMENT: 09/15/2004 POSTMARK DATE: 09/15/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/15/2004 TOTAL AMOUNT PAID: $1,350.13 REMARKS: CHECK# 7706 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS R E V- 1 5 0 0 ~ PENNSYLVANIA ~~:~ ~ ~ R~NUE ~~ ~ INHERITANCE TAX RETURN ~~.PA17t~1 RESIDENT DECEDENT ~,.~L-=~ 0,~ O ,~ __ ~'S ~ ~ST, F~S[ ~ M~DLE ~fT~) S~ SEC~ NUMBER ~ Sn~, Beffy L. 177-1~0200 ~ ~B ~U~ ~ ~ ~ ~ ~P~ ~H THE ~ 03/15/20~ 12/03/1921 REGIS~R OF WILLS ~ (F ~E) S~N~G SPOUSES ~ME (~T, FIRST, ~D Mt~ HITi~) S~ SECURI~ ~R ~ N/A [] 1. OflginatRetum [] 2, Sup~lementalRetum [] 3. Remainder Retum(~t~d~,~,~012.13~) E]4' Limited Estale r"~ 4a. Future Inlereet Com~ (am, dina aa- 12-1z-~) j--"J 5. Federal Estate Tm( Raum Required [] 6. Demda~t [7,edTe~tate~c~v/~wa} [] 7. Decedent Malnlelned a ~Tmst(,~m~.~T~u~q __ 8. To~ Numberof Safe Deposit Boxes [] 9. ~ Proceeds Received E~ 10. Spousal PoveAY Crsdlt (dm d da~ ~-e S2~,1-~1 a.d 1-~fl [---] 11. Electle~ to tax under Bac. 911:3(A) {amd~ SCI~ O) NN~ COMPLETE MAILING ADORESS Robert L. Snow 1 Hazelwood Path FIlial NAME {~ Mechanicsburg, PA 17050 (717) 728-5428 i. ReaLEstate (SchaduleA) (1) 98,889.54 _~ ~! C-' :"' ZStod~aadBam~(Sche~leB) (2) 0.00 ~'~ ! c.~ 3. C~o~ely Held Coq3~atlo~, partne~hip or Sele-Proixletomhip (3) 0.00 . 4. Ivlixtgages & Notes Receivable (Schedule D) (4) 0.00 , i: ~ , 5. Ca~h, Bank Depod~ & MIscellaleous Personal Pix)laxly (5) 63,853.54 .: (Sd~edule E) i I 0;3 B..~,~y O~,~d Pr~o~-/(S~ule ~ (6) 0.00 '~ ' :!~ Cfi-.. 7, Intar. Vlvm Tramf~m & Misc~leneous No~Oroba~ Pml~ty (7) 0.00 (Scl~le G or L) S. T~ ~ ~ (to~ Urns ~-7) (BI 162,743.~8 B. F~ E~l~,s~ & ~.~i~tmt~ Co~ts (Sc~d~ H) (9) 4,090.25 10. ~ of De~, M~gage I.le~lit~, & Ua~s (Sd~ I) (10) 0.00 11. ~ ~ (~[a Urns g & ~) (~1) 4,999.25 ~2, ~ Va~ d F.~ (Ll,e B mleus I.~ 11) (12) 158,652.83 ~3. C~I~ a~ Go,~,m~ a~lU~Bac g1~3 T~sts ~ ~ m ~ ~o tax has ~ ~ (1~) 0.00 r~ (,~ J) 14. I~ Valu~ ~ t~ 'l'a~ (Lhe 12 mi,us Ur~ 13) (14) 158,652.83 ~, ~ ~a~ u,~r Sec. glib (~.2) x .0 (15) ~S..~L~14taxal~at~,~,~ 158,652.83 x .0 45 (lB) 7,139.38 lB. N~I of Lbe 14 ta~l~ at mlleteml rale __ x.lB (18) , Is. T~ I~ (le) ?~139.38 OMB NO. 2502-0265 A. B. TYPE Of LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT I.~-']~HAI ' 2.[-JFmHA 3.~lcoNv. UNINS. 4. J'-~VA 5.[~]CONV. INS. 6. FILE NUMBER: ~ 7. LOAN NUMBER: SETTLEMENT STATEMENT P-139531I 570767608 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is fumished to give you e statement of ectual settlement costs. Amounts peid to and by the settlement agent are shown. Items marked "[POC]" were paid outaide the closing; they are shown here for informational purposes and are not included in the totals. t.0 3/98 (P- 139531 .PFO/P-139531/22) D. NAMEANDADDRESSOFBORROWER: E. NAMEANDADDRESSOFSELLER: F. NAMEANDADDRESSOFLENDER: LONG HOAN NGUYEN ESTATE OF BETTY L. SNOW GMAC Mortgage Corporation, LIEU THI LE 4060 Seneca Avenue 100 Witmer Road 315 Bridge Street Apt 4 Camp Hill, PA 17011 Horsham, PA 19044 New Cumberland, PA 17070 G. PROPERTY LOCATION: H. SETI'LEMENT AGENT: 25-1722090 I. SETTLEMENT D,~TE: 4060 Seneca Avenue Capital Region Land Transfer, Inc. Camp Hill, PA 17011 August 31, 2004 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 3310 Market Street Camp Hill, PA 17011 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price 98~000.00 401. ContrraCt Sales Price 98~000.00 102. PersonaIProperty 402. PersonaI Property 103. Settlement Char~es to Borrower (Line 1400) 3~509.16 403. 104. 404. 105. 405. Adjustments For Items Paid By Seller in advartce Adjustments For Items Paid By Seller in advance 106. City Taxes to 406. City Taxes to 107. CountyTaxes 08/31/04 to 01/01/05 132.18 407. CountyTexes 08/31/04 to 01/01/05 132.18 108. SchoolTaxes 08/31/04 to 07/01/05 732.64 408, SchoolTaxes 08/31/04 to 07/01/05 732.64 109. Sewer-Trash 08/31/04 to 10/01/04 24,72 409. Sewer-Trash 08/31/04 to 10/01/04 24.72 111. 411. 120. GROSS AMOUNT DUE FROM BORROWER 102,398.70 420. GROSS AMOUNT DUE TO SELLER 98,889.5,~ 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 600. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or eamest money 1~000.00 501. Excess Deposit (Seelnstructions) 202. Prinqipat Amount of New Loan(s) 78r400.00 502. Settlement Chargesto Seller(Line 1400) 9,425.65 203. Existin~ loan(s) taken subject to 503. Existing loan(s) taken subject to 204. Principal Amt of New Loan(s) 16~600.00 504. Payoff of first Mortgage 205. 505. Payoff of second Mortgage 206. 506. 207. 507. (Deposit disb. as proceeds) 208. Sel]erAssist 2,750.00 508. SellerAssist 2~750.00 209. 509. Adjustments For Items Unpaid By Seller Adjustments For Items Unpaid By Seller 210. City Taxes to 510, City Taxes to 211. County Taxes to 511. County Taxes to 212. School Taxes to 512. School Taxes to 220. TOTAL PAID BY/FOR BORROWER g8,750.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 12,175.65 300. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower (Line 120) 102r398.70 ~ 601. Gross Amount Due To Seller (Line 420) 98~889.54 302. Less Amount Paid BT/For Borrower/Line 220) ._~98~,750~0~ ~602. Less Reductions Due Seller (Line 5201 12,175 303. CASH( X FROM)( TO)BORROWER {/~ 3,648.70 60~ CASH( X TO)( FROM) SELLER 86,71~.89 The undersigned hereby acknowledge receipt of a comp · ed ¢opy~oTl:~g~s-T&~ of this statement & any attachments referred to herein, ~2/9/68 LAST WILL AND TESTAMENT OF BETTY L, SNOW I, BETTY L. SNOW, of Lower Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that ~! inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my Estate or by any recipient of any property, shall be paid by my Executor out of the property passing under this Will, as an expense and cost of administration of my Estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid even though on proceeds of insurance or other property not passing under this Will. ITEM J_I: I hereby exercise all powers of appointment which I may have at the time of my death, in favor of my Executor, and all property subject to all such powers of appointment shall be included in my Estate. ITEM HI: I hereby acknowledge that any household furniture and furnishings in which I may have an interest are held by my husband, JOHN F. SNOW, and me as tenants by the entirety. I ~ere~y give and bequeath to my said husband, absolutely and in fee simple, all of my automobiles, books, pictures, jewelry, wear- ing apparel and other articles of personal use or adornment. Should my said husband not survive me, I give and bequeath all of the aforesaid household furniture and divided among them as they shall agree, the Guardian herein appointed to represent any minors in such division. ITEM IV: I give, devise and bequeath all the rest, residue and remainder of my property, real, personal and mixed, to my husband, JOHN F. SNOW, if he survives me. ITEM V: If my husband, JOHN F. SNOW, is not living at the time of my death, all the rest, residue and remainder of my property, real, personal and mixed, shall be divided into two (Z) equal shares or parts to be distributed as follows: (a) One such equal share to my son, JOHN F. SNOW, JR. , if living at the time of my death; if he is not then living, said share or part shall go to his then living issue, per stirpes; if there are no then living issue, said share shall go to his surviving spouse if she has not remarried; and if there is no such surviving spouse, said share or part shall be added to and become part of the share distributed in accordance with paragraph (b) of this ITEM V. (b) One such equal share to my son, ROBERT L. SNOW, if living at the time of my death; if he is not then living, said share or part shall go to his then living issue, per stirpes; if there are no then living issue, said share shall go to his surviving spouse if she has not remarried; and if there is no such surviving spouse, said share or part shall be added to and become part of the share distributed in accordance with paragraph (a) of this ITEM V. ITEM VI: Any person who shall have died at the same time as difficult or impossible to determine who died first, shall be deemed to have pre- deceased her. ITEM VII: If at any time any minor child shall be entitled to receive any asset hereunder, CUMBEKLAND COUNTY NATIONAL BANK, of New Cumberland, Pennsylvania, shall act as Guardian of the assets payable to such child. Said Guardian may receive and administer all assets authorized by law and shall have full authority to use such assets, both principal and income, in any manner it shall deem advisable for the best interests of such child, including college, univer- sity, post-graduate or other education, without securing court order. Said Guardian shall have all the rights and privileges as to the Guardianship(s) and the assets thereof as are herein granted to my Executor as to my Estate and the assets therein. ITEM VIII: I hereby nominate, constitute and appoint my husband, JOHN F. SNOW, to be my Executor. In the event of my husband% death, disqualifi- cation, resignation or refusal to act, my son, JOHN F. SNOW, JR. alone shall serve and shall have all the powers granted to my Executor herein. My Executor specifi- cally is relieved from the duty or obligation of filing any bond or other security. ITEM IX: In the settlement of my Estate, my Executor shall possess, among others, the following powers: (a) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate, any or all real or personal estate or interest therein, whether owned by me severally or in conjunction with other persons or acquired after my death by my Executor and to consummate said sale or sales, by REV- 1 500 ~ PE~V~ INHERITANCE TAX RETURN RESIDENT DECEDENT O .d 0 DECEDE~'S N~ (~ST, FIRST, ~D MIDDLE ~IT~L) S~ ~C~ NUMBER Snow, Beffy L. 177-1~0200 OA~ OF ~ NM~D-Y~) DATE OF BIRTH NM~D-Y~) 03/15/2004 12/0311921 REGISTER OF WILLS (F ~E) SU~N~G SPORE'S ~ME (~T, FIRST,~D MIDDLE INfiX) S~ SECUR)~ NU~ER N/A ~ 6.~t ~T~) ~ 7.~t ~ a ~gTm~<~ ~ 8. To~INO~r~ ~ ~ NAME COMPLETE MAILING ADDRESS Rober~ L. Snow Hazelwood Path (~'~') , PA 17050 TELEPHONE NUMBER (717) 728-5428 1. Re~Estete(Smedu~eA) (1) 98,889.54~ ;~ =. . ONLY '.7,~ :.:; ir Z. SteC~ an~ btam (S~edu~ B) (21 0.00 ~ 3. Qously Held Co~oratkm, pmlnershiporSole-Proprle~omhip (3) 0.00 t:. -'~ 4. Mo~&NotesRec~bte(ScheduleD) (4) 0.00 ~ L.rl 5. Ca~,Bankm,rmate&~mneousPemonaPropem' (6) 63,853.54 .":::' S. ~J~nt~ Owned Pmpe~ (Schadu~e ~ (B) 0.00 7. Inta'-Vlv:~ Trmnsfms & Misce~armous Non.Probate Property (7) 0.00 (Schedule (3 or L) 6. mr,~m~ em*m A~ Ootel Lmus 1-7) (6) 1 62,743.08 9. Funeral Exp~ & Admin~tmtive C~ts (Schadume H) (9) 4,090.25 10. Debts of Dec. t. Mortgage Liabilittes, & U~s (Sdmdule I) (t0) 0.00 ii. 1~ Ded~ (total Lines 9 & 10) (11) 4,0)0.25 12. Net Value of Estatmm (Line9 minus Line 11) (12) 158,652.83 13. Cha~tabte and Go',.~tal Bequests/Sec 9113 Trusts fo,' wtflch an eincUon to tax has not been (13) 0.00 made (Schadme J) 14. Nat Vmlue Sui~ect tm ?a~ (Line 12 minus Line 13) (14) 156,652.83 St=s: INSTRUCTIONS ON RE~;REE SIDE FOR APPLICABLE PATES rote, m' ~nsfem unde,' Sec. 9116 (a~l 2) x .0 __ (15) 16. AmountofUnel4taxab~eatlkmalrate 158,652.83 x .0 4~5 (16) 7,139,38 19. Tm~ Ou~ (19) 7, t39.38 DecedenVs Complete Address: 4060 Senec~ Avenue C~TYcamp Hill I STATEpA [ ZlI= 17011 Tax Payments and Credits: 1. Tax D~e (Page 1 Uno 19) (1) 7,139.38 Z Cmdits~P~ente A. Spo~r Poverty Credit B. Prior Payments 5,500.00 C. Discount 289.25 Total c_,radits (A + B * C ) (2) 5,789.25 3. Intareat/Penalty if applicable D. Interest E. Panalty Total Interaat/Penalty ( D + E ) (3) 0.OO 4. If Line 2 is greater than Line 1 + Line 3, en~ the d~feranca. This is the OVERPAYaENT. Check box on Page I Line 20 to request a refund (4) 5. If Line I + Lina 3 is gmator then Line 2, enter the diffarence. ~is is 6'~e TAX DUE. (5) 1,350.13 A. Enter the intorast on the tax due. (SA) O.00 B. Enter ~ totel of Line 5 + 5A. This is the BALANCE DUE, (68) 1,350.1 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 end: Yes No a. retain the uas or inoome of the proderty transferred; .......................................................................................... [] [] b. retain the ~ight to designate who shall use the pmparty transferred or its inonme; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. reeaive the promise for life of either payments, benofits or care? ...................................................................... [] [] 2. If death occurred aria' Decanbor 12, t982, did decedent Imnsfar pmpa~ within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decedent own en "in trust ~of or payable upon death benk account or securily at his or her death? .............. [] [] 4. Did decedent own en Individual Relirement Account, annuity, or other non.probate property which contains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWER 3'0 ANY OF 'rile A~OVE QUESTIONS IS YES, YOU MUS? COMPI.E~E SCHEOULE $ AND FILE IT AS PART OF THE RETUEN. Under pe~alfes of pe~u~, I declare thai I have examined this re~um, includhg accempa~/~ng schedulss end statements, a~d ~ the best of my knmelndge and bel~, il is trite, con'~cl and c~3~plele. ABBRESS I Hazelwood Path, Mechanicsburg, PA 17050 SIC-NATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADBRESS For detes of death no or after July 1, 1994 and before Januery 1, 1F35, the tax rate imposed no Ihe nat value of transfem to or for the use of the sun'iving spouse is 3% F2 RS. {9116 (a) (1.1) (i)]. For dates of death en or after January 1, 19~5, the tex rate impased no the nat vatue of tmnsfem to or ~ Ihe use ~ the surviving speuee is 0% [72 RS. §9116 (a) (1.1) (ii)]. The statute does not exemot a I~ensfer to a su~ving spouse 'iYom tax, and the steMory requirements for d~sdosura of assets and filing a tax ralum ara sill applicable even if the su~ spouse is the onty ber~da~j. For dates of death ea or attor July 1, 20(~0: 'l'he tax rate imposed en the nat value of I~ensfars from a dscaased child t~enty-eae yea~s of age or ~,~ungor at death to or for the use of a natural parent, an adopliva parant, or a stopparant of the child is 0% [72 P.S. §9116(a)(12)]. The tax rate imposed on the nat va~ue of transf~s to or for the use of the denedenfs lineal bene~aries is 4.5%, exc~ot as noted in 72 P.S. ~9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate [rr~oon~ no the net value of tmnafera to or f~r the use of the decec~t's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as a~ R=-~-1502 EX+ (6-98) SCHEDULE A COMMO.W TH OF PE..S..VAN,^ REAL ESTA E~A~ ~ FI~ NUMBER Bet~ L. Snow ~1 ~ ~ed ~ or ~ a ~ In ~mmon mu~ ~ re~d ~ ~r ma~ value. Fair market value Is d~n~ as the pd~ at whi~ pm~ ~uld be ex~an~ ~ a w~ng buy~ and a ~ging ~er, neither ~ing ~m~l~ ~ buy ~ sell, ~ ha~ng magnate ~ge of R~I pm~ ~h ~ jol~.~nN w~ ~M of suM~hlp mua ~ dbdceN on ScheduM F, ITEM V~UE AT DATE NUMBER DESCRIPTION OF DEATH 1, Ho~ - 4~ ~ A~nue, Camp Hill. PA 17011 (Lot 19 m Ran ~ K~in) 98,889.~ (Low~ Nlen T~n~ip) TOTAL (Also enter on line 1, Recapitulation) S 98,889.54 (If mom space is needed, insert additional sheets of the same size) (~),~]al~ SCHEDULE E COMMO.W~,~T. O~ PE..S~V^NI^ -'-"~H, ~K ~, & ...~~ u~. ~R~L ~E~ E~A~ ~ FILE NUMBER Be~ L. Sn~ Indu~ the pm~ds of li~a~ and the date ~e pr~s ~m r~e~ed by the ~te. Afl pm~ jol~ w~h ~E ~ suw~h~ mu~ be dl~ on ~h~ub F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF D~TH 1 Jew~, H~d F~hi~s 2,500.00 2 New Cu~d F~I Cr~it Un,n, ~ ~ R~d, N~ Cum~nd, PA 17070 - Chec~ng Ac~nt ~81~8 ~1.66 - Sa~ngs ~unt ~1778 60,511.88 TOTAL (Also enter on line 5, Recapitulation) $ 63,853.54 (ff more space is ne~Ki, insert additional sheets of the same size) SCHEDULE H COIvlMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTAI~ OF RLE NUMBER Betty L Snow Debt~ of decedent must be reported on Schedule [. NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Honorarium - Rev. M. Sei~ied, ST John's Lutheran Church, Shiremanstown, PA 17011 100.00 2 Flowers - Central PA Crema§on Socie~, inc. 312§ W;dnut Street, Herdsburg, PA 17109 85.00 3 Bu;ial Marker (Memorial 8t~e)~ Rolling Gree~ Cemeterj, '~81 '~ Cadisle Read, Camp Hill, PA 17011 2,696.00 B. ADMINISTRATIVE COSTS: 1. Pemonai Rspresentath,e's Comrrdssions Name of Pemonal Representative(e) Social Security Number(s~EIN Nun~ of Personal Representative(s) _ Street Address City State Zip Year(s) Commission Paid: 2. Atto~ey Fees 1,209.25 3. Family Exemption: (If decepent's address is not the same as claiman['s, attach explanation) Claimant Street Address City State . Zip ReJation~hip of Claimant to Decedent 4. Probate Fe~s 5. Accountant's Fee~ 6. Tax Return Prsparer's Fees 7. TOTAL (Also e~ter on line 9, Recapitulation) $ 4,090.25 (ff mom space is needed, insert additional sheets of the same size) U.$*OEPARTMENTOFHOUSING&URBANDEVELOPMENT I.F"IFH~ 2,[~FmHA 3.~IcoNV, UNINS. 4.OVA 5.~]CONV. I S. SETTLEMENT STATEMENT P*139531 570767608 I 213. 513. 214, 514. 216. 516, 218. 518. 303. CASH( X FROM)( TO)BORROWER ~'.~ 3,648.70 60~. CASH( X TO)( FROM)$E~ER 86,7 L. SETTLEMENT CHARGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION NOTZCE OF INHERITANCE TAX PO BOX 280601 APPRAZSEHENT, ALLONANCE OR DZSALLO#ANCE HARRISBURG, PA 17118-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547EXAFPCOV-04) DATE 11-15-200q ESTATE OF SNOW BETTY L DATE OF DEATH 05-15-200q FILE NUMBER 21 0~-05~ COUNTY CUMBERLAND ROBERT L SNOW ACN 101 I HAZELWOOD PATH Amoun* Remi~md MECHANICSBURG PA 17050 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THZS LINE ~ RETAZN LOWER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SNOW BETTY L FILE NO. 210~-05q~ ACN 101 DATE 11-15-200~ TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Es~a~e (Schedule A) (1) 98/889.5~ NOTE: To insure proper 2. S~ocks end Bonds (Schedule B) (2) .00 credi~ ~o your account, $. Closely Held S~ock/Par~nership Zn~ares~ (Schedule C) ($) .00 subei~ *he upper portion q. Mortgages/No,es Receivable (Schedule D) (q) .00 of ~his fore wi~h your 5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (S) 63/853.5q ~ax payment. 6. doAn~ly O~ned Proper~y (Schedule F) (6} . O0 7. Transfers (Schedule G) (7) .00 8. To,al Asse~s (8) 16Z,7q3.08 APPROVED DEDUCTIONS AND EXEMPTIONS: q,090.Z5 9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10) .00 11. To,al Deductions (11) 12. Ne* Value of Tax Re*urn (12) 158,652.83 13. Charitable/Governmental Bequests; Non-elected 911t Trusts (Schedule J) (15) .00 lq. Nat Value of Estate Sub~ac~ to Tax (lq) 158,652.83 NOTE: If an assessaent was issued previously, lines lq, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line lq at Spousal ra~e (1S}~ .00 X 00 : .00 16. Aeount of Line 1¢ taxable at Lineal/Class A rate (16). 158,652.83 X 0q5 = 7,139.38 17. Amount of Line lq at Sibling r~te (17). .00 X 1~ = .00 18. Amount of Line lq ~axable at Collateral/Class B rate (18). .00 X 15 = .00 19. Princi)al Tax Due · ~L'~ (19)= 7,139.38 TAX CREDITS PAYMENT RECEIPT ' DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-} 06-10-200~ CDO0~030 289.~7 5,500.00 ca o o~ ?~., O, . oo 1,35o 09-15-200q i,~(~:.~_~ ..... .. . : TOTAL TAX CREDIT 7,139 . 60 BALANCE OF TAX DUEI .22CR INTEREST AND PEN. .00 TOTAL DUE .22CR ZF PAID AFTER DATE TNDZCATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS RE~UZRED. FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR ZNSTRUCTZONS.) RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest [n the estate [s transferred in possession or enjoyment to Class S (collateral] beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonmealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collatmral) rate on any such future interest. PURPOSE OF NOTICE: To ~ulf[11 the requirements of Sect[on Z140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section 9140). PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF RILLS, AGENT REFUND (CR): A refund of a tax credit, which ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-iSIS]. Applications ara available online at ama.revenue.state.pm.us, any Register of #i115 or Revenue District Office, or from the Department's Z4-hour answering service far forms orders: 1-600-562-Z050; services for taxpayers with special hearing and/or speaking needs: 1-600-447-50Z0 (TT only]. OBJECTIONS: Any party in interest not satisfied with the appraiseant, 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 folloming: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at www.boardafappeals.state.pa.us on or before the expiration of the sixty-daY appeal period. In order for an electronic protest to bo valid, you must receive a confirmation number and processed date from the Board of Appeals aabsite. You may also send a written protest to PA Department of Revenue, Board of Appeals P.O. Box 281021, Harrisburg, PA 17126-1021. Petitions may not be foxed. B) Election to have the matter determined at the audit of the account of the personal representative. C) Appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box ZB0601, Harrisburg, PA 17128-0601 Phone (717] 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-iS01) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three ($) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and [n the the same time per[od as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, er nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1~ 19&Z bear interest at the rate of slx (MX) percent per annum calculated at e dally rate of .000164. All taxes w~ich became delinquent on and after January l, 19BI will bear interest at a rate which Mill vary from calendar year to calendar year eith that rate announced by the PA Department of Revenue. The applicable interest rates for 19AZ through ZOO4 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ~ .00054&' ~'8-8-199X IIX .00030~ ~ 9Z .000247 1983 16Z .000438 X99Z 9Z .O00Z~7 ZOOZ 6Z .000164 X98~ llX .000501 1995-1994 7X .O0019Z 2005 52 .000157 1955 13Z .000556 1995-1998 92 .000Z47 ZO0~ 42 .000110 1986 102 .000Z74 1999 7Z .O0019Z 1987 iOZ .000Z74 ZOO0 7Z .O0019Z --Interest is calculated as fellows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAllY INTEREST FACTOR --Any Not[ce issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004723 SNOW ROBERT L 1 HAZLEWOOD PATH MECHANICSBURG, PA 17050 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 $33.95 ESTATE INFORMATION: SSN: 177-160200 FILE NUMBER: 2104 0544 DECEDENT NAME: SNOW BETTY L DATE OF PAYMENT: 12/13/2004 POSTMARK DATE: 12/13/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/15/2004 TOTAL AMOUNT PAID: $33.95 REMARKS: R L SNOW CHECK# 1045 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 ~.~ ~ ~.~ PENNSYLVANIA ~d~2'~ DEPARTMENT OF RE~NUE r~~ DEPT. 28~1 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURI~ NUMBER Snow, Betty L. 177-16-0200 DA~F~E~ ~:~:Y~R) ] DATE OF BIRTH (MM-DO-YEAR) ~ THIS RETURN MUST BE RLED IN DUPUCATE ~TH THE 03/15/2004 ~ 12/03/1921 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSES NAME (~ST. FIRST ~D MIDDLE INIT]~) ' ~b~s~bR~ NuMBeR N/A ~ 1 Original Return ~ 2. Supplemental Re~urn ~ 3, Remainder Return ~ 4 Limit~ Estate ~ 4a Fu~r~ I.ter6st Co~p¢o~'s6 'date of d.~ a,er 12 12 82) ~ 5 Federal Estate Tax Return Required ~ 6 D~dent Di~ T~te (A~ ~py Ut Wi~) ~ 7. O~dent Main~ a LMng Trust ~ ~v of Trust) ~ 8. TO~I Numar of ~fe ~it ~xes ~ 9 L~igabon Pr~s Re~i~d ~ 10 S~u~l Pove~ Credit {oa~ o,o~h b*~*~ ~ al 9, a~ ~ 1 ~1 ~ 11. E~tion to tax u~er S~ 9113(A) ~Am~ ~ O~ THIS ~ECTI~ MUST BE COMPLIED. ALL CORRESPONDENCE AND CONFIDENTIAL T~ INFOR~TION SHOULD BE DIRECTED TO: Robed L. Snow 1 Hazelwood Path Mechani~burg, PA 17050 TELEPHONE NUMBER (717) 728-~28 1 Real Estate (S~edule A) (1) 2 Sto~s and ~nds (Sch~u~ B) (2) 754.43 3. Closely Held Co~mtion, Pa~ership or Sol~Propr~tomhip (3) 4, Mo~gages & Notes R~ivable (~h~ule D) (4) 5 Cash, Bank ~sits & Mi~eJlan~us Per. hal Pro~ (5) (Sch~u~ E) 6 Joint~ ~n~ Pmpe~ (S~edule F) (6) ~ Separate Billing R~uest~ (Schedule G or L) 8 TO~I Gross ~ (total Lines 1-7) (8) ~54.43 9 Funeral ~es & Mmin~t~[ive Costs (S~ule H) (9) 10 Debts of ~dent, Mo~gage L~bili~, & Liens (~hedMe I) (10) 11 To~l ~u~s (tota~ Lines 9 & 10) (11) 12 Net Val~ of EstMe (Line 8 minus Line 11) (12) made (Sch~ule J) 14 Net Value Subj~ ~ Tax (L~e 12 minus Line ~3) (14) 754.43 SEE ~TRUCTION~ ON RE~R~E SIDE FOR ~PL~LE ~TES Line rate, or ~anders under S~. 91~6 (a)(12) x 0 (15) 16. Amount of Li~ 14 ~xable at l~eal rate 754.43 x 0 45 (16) 33.95 19. T~ Due (19) 33.95 > > BE SURE TO ANSWER ALL GUESTION~ ON R~ER~E 8IDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 4060 Seneca Ave ClTYcamp Hill ' STATEpA ' I ZP17011 Tax Payments and Credits: 1. Tax Due(Page 1 Line 19) (1) 33.95 2. Credits/Paymenta A. Spousat Poverty Credit B. Pdor Payments C. Discount ' Total Credits (A + B + C ) (2) 3. Interest/Penalty if applicable D, Interest E. Penalty Total Interest/Penalty ( B + E ) (3) 4. If Line 2 is greater than Line l +Line3, enter the difference. This is the OVERPAYMENT. Check box oe Page 1 Line 20 to request a refund (4) 5~ If Line 1 + Line 3 is greater than Ltae 2, enter the diftereece. This is the TAX DUE. (5) 33.95 A. Enter the interest on the tax due. (SA} 0.00 B. Enter the fetat of Line 5 + 5A This is the BALANCE DUE, (ED) 33.95 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred: ...................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ...................................... [] [] c. retain a reversionary interest; or [] [] d. receive the promise for life of either payments, benefits or care? ................................................................. [] [] 2. If death occurred after Benember 12, 1982, did decedent transfer property within one year of death whhout receiving adequate consideration? ....................................................................................................... [] [] 3 Did decedent own an "in trust for" or payable upon death bank account or secudty at his or her death? ............ [] [] 4 Did decedent own an thdividual Refirement Account, annuity, or ether non-probafe property which contains a penefidary designation? [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. SIGNATURE OF PERSON RESPONSIBL, E'FOR~ F,J[ING RETURN J /J DATE . 1 Hazelwood Path, Mechanicaburg, PA 17050 ~iGNATUR~ OF PREPARER bTHER THAN REPRESENTATIVE DATE ADDRESS For dates of death on or after Ju~y 1, 1994 and before January 1, 1995, the tax rate imposed on the net vatue 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)l, The statute dues 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 penefldary. 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 RS. §9116(a)(12)]. 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 va~ue 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 individuaJ who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX+ /~-~"~;;~W~'~'~ SCHEDULE B OOMMON~'E^~_T, Or ~'ENNSYLYAN,^ STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DEDEDENT Es'rATE OF FILE NUMBER Betty L. Snow All property jointly-owned with dght of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Stocks and Bonds - Mellon Investor Services, MelLife, Inc 754.43 TOTAL (Also enter on line 2, Recapitulation) $ 754.43 (If more sp~ce is needed, inser~ additional sheets of the same size) STATUS REPORT UNDER RULE 6.12 Name ofDecedent: 8e:.. Tr1 L. SN OW DateofDeath: lMA~H IS- iJ..-OOL.( J Will No.: .J., 10 y- 05"'11./ Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. Statwther administration of the estate is complete: Yes 1fi No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the~rsonal representative file a final account with the Court? Yes V No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representati~te an account informally to the parties in interest? Yes 0 NoM 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 thi~repo. I () Date:d/I4f)~ ~ ,--'--~ 19nature c:::') If Ult1l:E.LLUooD PAlH- Name I...' \tV\E.L~A IV .D:::SB t.l /2.fr, /1r. 17 oS-O Address l~) 7/77t9-8-5'"<;/iL~ Telephone No. Capacity: ~rsonal Representative o Counsel for personal representative w717-/;rx: (pJJ-7 cjA COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDU~I.'TAXESc INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX iFP (12-D4> 02 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-21-2005 SNOW 03-15-2004 21 04-0544 CUMBERLAND 101 BETTY L ROBERT t1, 'SNOW 1 HAZELWOOD PATH MECHANICSBURG Allount Rellitted PA 17050 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R'-V =r!W-Ex--,u"r-CBr=6!'r-NoTYC!-OF-INHER-illN-cE-TA'x-l-PPR1-fsEi"EN'~--A[towANCE-OR-----_._------ --. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SNOW BETTY L FILE NO. 21 04-0544 ACN 101 DATE 02-21-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets NO. 01 .00 754.43 .00 .00 .00 .00 .00 (8) NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. 754.43 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax .00 .00 (11) (12) (13) (14) 00 754.43 .00 159.407.26 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due T : NOTE: .00 X 159.407.26 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= .00 7.173.33 .00 .00 7.173.33 DATE 06-10-2004 09-15-2004 12-13-2004 NUMBER ......... CDo0403o CDo04383 --- CDo04723 + INTEREST/PEN PAID (-) 289.47 .00 .00 AMOUNT PAID 5.500.00 1.350.13 33.95 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 7.173.55 .22CR .00 .22CR . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) _~\j