HomeMy WebLinkAbout06-14-10J 1505610101
REV-1500 ~` (°'-'°' ~
PA Department tX Revenue P~_ fYlvMda ~~ USE ONLY
Bureau of Individual Taxes ~ INHERRANCE TAX RETURN ~"~ Cafe Yew File Ntmber
PO BOX z806ot ~, '~ ~C
Harrisburg, PA 17128-0601 RESIDENT DECEDENT (~)
ENTER DECEDENT INFORMATION BELOW
Sodas Security Number Date of Death MfYpDYYVY Date of Birth MMDDYYYY
207-18-4100 03/08/2010 08/08/1925
Decedent's Last Narne Suffix Decedent's First Name MI
5chne+der Helen
M
(ff AQplicable) Enw SttwivMy Spouse's MttxmaUon Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FIi.ED IN DUPLICATE WRH THE
REGISTER OF WILLS
FlLL IN APPROPRIATE OPALS BELOW
OID 1. Original Return O 2. Supplemental Returrt O 3. Remainder Return (date of death
O 4. LimNed Estate P~ to 12 1382)
Q da. Future Irttferest Compromise {date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
~ 8. Decedent l>;ed Testate O 7. Decedent Maintained a Living Trust 8. Total Number d Safe OePoait Boxes
(Attach COPY of Will) (Attach Copy of Trust)
O 9. Lldgation Prrxeedg Received O 10. Spousal PoveAy Credit (date of death O 11. Ebctbn to tax under Ssc. 9113(A)
betvreen 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlDENTUIL TAX INFORMATION SHOULD !!E DIRECTED T0:
Name
Daytirtte Telephwte Number
James R. Schneider (515) 321-4763
~ r~,i
REGISTER Of 1MLL.S USE ALLY ~ J ~ -~
_ ^".
First line of ad~ess ~~ ~...~ ~ ¢'"' ~
6609 Lincoln Ave -t ~
.:. 7 ~. f--- ~ ;' a Wit'
-~ ' 7
Second line of address 4 .• .- ~ ~"~ I --i "'t ~-~'~
Cit w Post Office DATE FILED ~-. r=~ ~~ ~'+~ '~'j'i `•`•= "'7
y State ZIP Code : , ,Y`j --T~ ~ •--• ""t"1
Windsor Heights IA 50324 - ~'~~ ~.... -'~` ~=~
~. --i ~ ' ~..Y l'"T"f
3 .. >`.
Corrotttpondent'a e-mail addnsa: iSChneider8900t~msn.com .~ .~""' `''~
Under penalties of perjury,/ declare that 1 have exarrnrted this ream, inc '~
rt b tns, correct and ~~0 eccomPannn9 ad~edulea and e}a[ements, and to the best of my I°wwbdpe and Delver.
oomObta. Dadarenort of preparer other titan the personal reP~veerttanve ~s txased on all iM°rtnatbn of whah preparer has any fcnowMdge.
SIGNA OF PERSf~I IB FOR FILING RETURN ~„ DATE
ss
Incoln A ,Windsor Heights, IA 50324
SIG F Pf1iRaBF,~OTFJEI~" AN REPRESENTATIVE DATE
ss <{ 06!07/10
310 ttysbuf~g Road, Camp Hill, Pa 17011
PLlA3! US! ORIOIMAI ROItM Oael.Y
Side 1
1505610101 1505610101 J
~~
1505610105
REV-1500 EX
Decedent's Social Security Number
oecedene: Nan+e: Helen Schneider 207-18-4100
RECAPITUUTION
1. Real Estate (Schedule Al ..... ........................ ........... ... t.
2. stacks and Bonds (Schedule B) ............. ... 2. 39.911.98
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3.
4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4.
5. Cash, Bank Deposits and Miscellaneous Personal Propery (Schedule E).... ... 5. 7,566.44
6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6.
7. Inter-Vivos Transfers 8 Miscellaneous Non-Pn~bate Property
(Schedule G) O Separate Billing Requested..... .. , 7. 21,508.00
8. Total Gross Asaeb (total Lmes 1 ttuough 7) .......................... ... 8. 68,986.42
9. Funeral Expenses and Administrative Costs (Schedule H) ............ ....... 9. 11,748.89
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ....... ....... 10.
11. Thal DeductioM (total Lines 9 and 10) .......................... ....... 11. 11,748.$9
12. Net Valw of Estate (Line 8 minus Line 17) ....................... ....... 12.
13. Charitable and Govenxnental BequestslSec 9113 Trusts /or which
an election to tax has not been made (Schedule J) ................. .... .. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ................. . .
..... 1a. 57,237.53
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, a
transfers under Sec. 9116
(ax1.2) X .0_ 15.
16. Amotmt Of Line 141axabie
at lineal rate x .0 4~' 57,237.53 tfi.
17. Amount of Line 14 taxable
at sibling rate X . t 2 17.
18. Amount of Llne 14 taxable
at colaleral rate X .15 18
19. TAX DUE .... .................................................. .. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610105 1505610105
2,575.69
2,575.69
O
J
REV-1500 EX Page 3
FIN Muml»r
Decedent's Complete Address:
DECEDENTS NAME
Helen Schneider
STREE'ADORESS
824 Lisburn Road tft231
CITY STATE
Camp HiA PA ZtP17011
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. CreditsiPaytnents
A. Prror Payments 0.00
B. Discount 128 78
3. Interest
4. If Line 2 is greater than Line 1 + tine 3, er-ter the difference. This is the OYERPAYMHdT.
Fill in oval on Ppa 2, Une 20 to nquut s refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX OUE
(1) 2,575.89
Total Credds (A + B 1 (2) 128.78
(3)
(4)
(5) 2,446.91
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 w income of the propeAy transferred :.................................................. ............. ^
...........................
b. retain the right to designate who shall use the properly transferred w its income : ........................
c. retain a reverspnary interest; w ...........................................................
d. receive the promise fw lie of eiher payments, t>ertefds w ca re? ...................................................................... ^ Q
2. i death ocarred after Dec. 12, t 982, did decedent transfer property within one year of death
without r~eoeiving adequate consideration? .............................................................................................................. ^
3. Old decedent own an 'in tNSt foP or payable-upon-death bank account w security at his w her death? .............. ~ ^
A. !~d decedent own an indrvidt~t retirement account, annuity w outer non-probate property, which
contans a beneficiary designation? ............................. .. Q ^
.........................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FN.E R AS PART OF THE RETURN.
Fw dates of death on w after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to w for the use of the surviving spouse is
3 percent 172 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax race imposed on the net value of transfers to w for the use of the surviving spouse is 0 percerrt
[72 P.S. §9116 (a} (1.1) (ii)j. 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 dal 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 dtild 21 years of age w yourger at death to or far the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent (72 P.S. §9116(a)(1.2)).
• The taz rate i on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in
72 P.S. §9116(1.2 (72 P.S. §9116(a)(1)].
• The tax rate imposed on ere net value of transfers to or for the use of the decedent's siblings is 12 percent f72 P.S. §9116(a)(1.3)j. Asibling is d•fin•d. under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-'1503 EX~ (&96
scNEOU~~ s
ca~toNwEa.TH of PENNSrLVANIA STOCKS ~ BONDS
INHERITANCE TAX RETURN
RESIDENT DECEOENt
ESTATE OF FILE NUMBER
Helen Schneider 27-6534953
All property la~Y-~Nd vrNh ripM of rluvivorabip mat M Ahtio~ed oo Sclydule F.
Il'EM
NUMBER
DESCRIPTION VALUE AT GATE
~ DEATH
t Growth Fund ofAmerica - 93.982 shrs, 27.66 mrkt price
2,599.54
2. Gddrnan Sachs TR Core Fixed Irtoome A - 496.964 shls, 9.54 mrkt price
4,741.04
3. (shares TR Index IBOXX Inv CPBO - 80 stirs, 105.38 rnrkt price
8,445.20
4. JPMagan TR IT Core Bond A -790.992 stirs, 11.22 mrkt price
8,874.93
5. Pimco FDS PAC Invt hilgrM Ser GhIMA FD CL D - 764.72 stirs, 11.65 mrkt price
8,908.99
6. Schwab Charles Family Money Mrkt FD - 6342.28 stirs
1.0 mrkt price
, 6,342.28
TOTAL (Also meter on Tine 2, Recapitulation) I s 39,911.98
(If more space is needed. insert additional sheets of the same size)
REV-150b Ex+ (s-96)
SCMEp11LE E
COMMONWEALTH ~ PENNSYLVANIA /.~~. p
~./i`7H~ ~,^ S/G~RS~ ~ MASC.
MIHERITANCE TAX RETURN
RESIDENT DECEDENT rGR ~0~~
eainra yr FILE NIMABER
Helen Schneider 27-6534953
Inqude the proceeds Di 6dgation and the date the proceeds were n3~ved by the estate.
All property jolatlyowned with d9h>: of srrvivorshio amst be dfsdosed on Scd.eul. F
IR rrrore space ~s neeaea, insert aaaleon~ sheets of the same size)
Pennsylvania SCHEDULE G
OEPARTMEN7 of gEVENUE INTER-VIVOS TRANSFERS AND
INHERRANCE Tax RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF ~~ NuNSt=a
Helen Schneider 27-6534953
ims scnedwe must De tompietetl and filed ~f the answer to any of questions 1 through 4 on page three of the REV-15D0 is ves.
:TEM
NUMBER DESCRIPTION OF PROPERTY
x; sE -~ ruriE ar r~ -R-YS~EaEe 7FER aruTrovsnr m oECEOEY' uvo
~ w-E or rwHSn=; aTr~tN ~ :~+r a r~E oeE~ roR Rrx es;rr.
DATE OF DEATH
VALUE OF ASSET
°k OF DECD'S EX0.U510N
INTEREST rvauu~~
TAXABLE
yALt1E
I Charles Schwab -IRA
James Schneider
Son 0308!2010
,
, 12,391.50 1 DO 3,000.00 9,391.51
2 Charles Schwab -IRA, Bonnie Anthony, Daughter 0308/2010
12,391.50 100 1 30.000.00
I 9,391.5(
3 Metife Insurance Policy, Estate of Helen Schneder, 03!0812010
. 2,725.00 100
i
i 2,725.0(
TOTAL (Also enter on Line 7, Recapitulation) ; I 21,508.00
I/ more space is needee, use additional sheets of paper of the same size.
fLEV-t5.t EX r !]0-0`3;
Pennsylvania SCHEDULE H
DEPARTMENT 6F ~IEYENUE FUNERAL EXPENSES AND
tNN9t1TANCE TAx RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUN4ER
Helen Schneider 27-8534953
Decedent's debts must be reported ae Schedule I.
ITEM
~8`--~ DESCRIPTION AMOUNT
A.
i' FUNERAL EXPENSES:
Funeral Home Charges
4,871.67
2. Church Reception Fee
200 ~
3. Cemetery Fee
150.00
4. Legal Notice - Newspaper 8 Law Journal 128.00
e, ADMINISTRATNE COSTS:
i. Personal Representative Commissions:
500.00
Name(s) of Personal Represemative(s) Jame3 R. SChneider
street Address 6609 Lincoln Ave
~y Winsor Heights State IA zIP 50324
Year(s) Commission Paid: 2010
Z Attotrny Fees: 500.00
3. Family Exemption: (If decedent's address is not the same as daimantY, attach explanation.}
gaimant
Street Address
G~' State 21P
Relationship of Gaimantto Decedent
4• Probate Fees:
S• Accountant Fees:
b. Tax Return Preparer Fees:
400 ~
~~ Cumberland Courtty Will FiGrxj Fee 8 Bank Fee
165.95
$. Per CapRa County Tax
9.80
s. Medical Expenses
2,133.98
10. Exeixdor Administrative Expenses
1.547.44
~ ~ . Housing Expenses
1, ~ 42.05
TpTAL (Also enter on Line 9, Recapitulation) I ~ 11 748.89
Tf more space s needed, use additional sheets of paper cf the same size.
CERTIFICATION OF NOTICE UNDER Pa. O.C. Rule 5.6(a)
REGISTER OF WILLS
C~
~ ~ ~ COUNTY, rENNSYL~ANIA
Name of Decedent: "~ ~ "
Date of Death: _ I - twr C~ S~ ~ ~~ _ File Number: _ ~ ~~ ' ~~J~
,, /' .~
Date Letters Granted: ~~/(~. ,?,~~~' ~ l~
To the Register:
I certify that Notice of Estate Administration required by Pa. O.C. Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
~~ Ad___dress:
(1, f more space is needed, attach separate sheet. )
Notice has now been given to all persons entitled thereto under Pa. O.C. Rule 5.6(a) except:
Date
Signature of Person Filing this Form
Capacity: Personal Representative ~ Counsel
Name of Person Filing this Form
~1~2
Address
Telephone
Form RW-08 rev. 10.13.06
LAST WILL AND TES'T'AMENT
OF
.HELEN M. SCHNEIDER
I, HELEN M. SCHNEIDDER, now of 1 l2 November Drive, Apartment #l, Camp Hill,
Cumberland County, Pennsylvania 17011, do publish. and declare this to be my Last Wi11 and
Testament, hereby revoking all other prior wills and codicils made by me.
I''i1RST: ~+'amily Back round end Appointment of Executor.
(A) Family and Background Informai~aon, t am a widow. I have four surviving children,
WflLLIAM SCI-INEI.DER, BONNIE AlV"T`I-iON`1~, BERNARD SCHNEIDER and JAMES
SCHNEIDER. My daughter, CAROL LISTA, is deceased, and she was survived by three children,
HEATHER THOMPSON, JEREMY LISTA and STEPHANIE LISTA.
(B) ointment of Executor and Trustee. I appoint my son, JAMES SCHNEIDER,
to act as Executor under this Will. if he predeceases me, becomes incapacitated, resigns or does not
complete the duties of Executor, then I appoint my daughter, BONNIE ANTHONY, to act as my
Successor Executrix. The aforenamed persons are all hereinafter referred to as "Executor" or
"Executors", and they shall serve without bond and without being required to account to any court.
The Executor shall also serve as Trustee for any beneficiary who 12as not attained the age oftwenty-
one (Z I) years.
SECOND: Funeral and Last Illness xpenses; Taxes.
(A) Expenses of Funeral and Last Illness. I direct my Executor to pay my funeral
expenses and the expenses of my last illness from my estate.
(B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession, legacy,
transfer and other death taxes or duties, by whatever name called, including any and all interest and
penalties thereon, imposed under the laws oc any jurisdiction by reason of my death, upon or with
respect to .any and all property included in my grass estate for the purpose of such taxes, whether
such property passes under or outside of this Will, out of my residuary estate, without being prorated
or apportioned among or charged against the respective devisees, legatees, beneficiaries, transferees
or other recipients of any such property or charged against any property passing or which may have
passed to any of them. The Executor shall not be entitled to reimbursement for any portion of any
such taxes from any such person.
_~ ~~ ~?
l-
LAST V~ILI~AND TESTAMENT
OF
HELEN M. SCHNEIDER
PA E 2
THIRD: Tangible Person$i Prope~. Except for those items excluded below and those
items enumerated in the Letter of Instruction I be ueath all m tan ble ersonal ro e
q y ~ p p p rty, including
but not limited to clothing, jeweli~, furniture, household furnishings, household goods, personal
effects, motor vehicles and all other similar articles which I own, and the insurance thereon, to any
issue to be divided among them as they may select in as nearly equal shares, per stirpes, as is
practical. Tangible personal property shall not include: (1) any and all property used by me in any
business, (2}cash on hand or on deposit in banks, (3) stock or securities, (4) any type of evidence
of indebtedness and (5) any Life, health or accident insurance policies.
If there is any disagreement as to distribution, I direct my Executor to make such distribution,
and the decision of my Executor shall be final and binding. Any items not selected or any items
which my Executor considers unsuitable for my beneficiaries may be distributed or sold in the sole
discretion of my Executor, and if sold, the net proceeds therefrom shall be added to the residue of
my estate. Any such article allocated to a minor may, as my Executor deems advisable, either be
delivered to the minor or to any person to safeguard on behalf'of the minor.
Notwithstanding any other provisions in this Article THIRD,1 may leave a separate, dated
and unsigned Letter of Instruction, which 1 shall place with this Will, containing directions as to the
ultimate disposition of certain of the property bequeathed under this Article"T~IIRD, and such Letter
of Instruction shall determine the distribution of such items.
FOURTH: (THIS ARTICLE HAS BEEN ~NTENTIONA.LLY LEFT BLANK.]
FIFTH: Residuary Estate.
(A) I give, devise and bequeath all the rest, residue and remainder of my estate, of every
kind and character, real, personal and mixed, tangible and intangible, and wherever situated,
including any lapsed or renounced legacies, devises or residuary bequests and any property over
which I may have a power of appointment, to my issue in equal shares. per stirpes.
(B) Prior tv final distribution of my estate, the Executor, in his discretion, may make
partial distributions to one or more beneficiaries or trusts. As a consequence, the executorship and
any trusts created under this Wi Il may exist contemporaneously. A distribution may be made subject
to any indebtedness or liability of my estate.
SIXTH: Spendthrift Provision. No beneficiary shall have the power to anticipate,
encumber or transfer his interest in the estate or any trust estate in any manner other than by the valid
LAST WILL AND TESTAMENT
OF
HELEN M. S~HN,~IDER
PA
exercise of a power ui' appointment. No part of the estate or any trust estate shad be liable for or
charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other
process by any creditor of a beneficiary.
SEVENTH: Powers of Executor and Trustee. In addition to such powers and duties as
may have been granted elsewhere in this Will or by law, but subject to any limitations stated
elsewhere in this Will, the Executor and Trustee shall have and exercise exclusive management and
wntrol of the estate and trusts, .respectively, and shall be vested with the following srecific powers
aiicl clisc;rctiv~i:
(A) In the management, care and disposition of the estate and trusts, the Executor and
Trustee, respectively, shall have the power to do all things and to execute such instruments as may
he deemed necessary or proper, including the following powers, all of which may be exercised
without order of or report to any court:
(1) To sell, exchange or otherwise dispose of any property at any time held or
acquired hereunder, at public or private sale, for cash or on terms, without advertisement,
including the right to lease for any term notwithstanding the period of the trust, and to grant
options, including any option for a period beyond the duration of the trust.
(2) To invest all monies in such stocks, bonds, securities, mortgages, notes, chores
in action, real estate or improvements thereon, and any other property as the Executor and
Trustee may deem best, without regard to any law now or hereafter enforced limiting
investments of fiduciaries, except that the Executor and Trustee may not invest in any
securities issued by a corporate Executor or Trustee, or issued by a parent or affiliate
company of such Executor or Trustee.
(3) To retain for investment any property deposited with the Executor and Trustee
hereunder; except that the Executor and Trustee may not retain for investment any securities
issued by a corporate Executor or Trustee, or issued by a parent or affiliate company of such
Executor or Trustee.
(4) To vote in person or by proxy any corporate stack or other security and to agree
to or take any other action in regard to any reorganization, merger, consolidation, liquidation,
bankruptcy or other procedure or proceedings affecting any stock, bond, note or other
security.
.LAST 'WILL AND TESTAMENT
C)F
I~ELEN M. SCI~NEIDER
PAGE 4
(5) To use attorneys, real estate brokers, accountants and other agents if such
employment is deemed necessary or desirable, and to pay reasonable compensation for their
services.
(6) To compromise, settle or adjust any claim or demand by or against the trusts or
estate and to agree to any rescission ar modification of any contract or agreement affecting
the trusts or estate.
(Tj Ta renew any indebtedness, as well as io borrow money, and to secure the same
by mortgaging, pledging or conveying any property of the estate ar trusts, including the
power to borrow from the Executor or Trustee at a reasonable rate of interest.
(8) To retain and carryon any business in which the estate or trusts may acquire an
interest, to acquire additional interest in any such business, to agree to the liquidation in kind
of any corporation in which the estate or trusts may have an interest and to carry on the
business thereof, to join with other owners in adopting any form of management far any
business or property in which the estate or trusts may have an interest, to become or remain
a partner, general or limited, in regard to any such business or property and to bald the stock
or other securities as an investment, and to employ agents and confer can them authority to
manage and operate the business, property or corporation, without liability for the acts of
such agent or for any loss, liability or indebtedness of such business if the management is
selected or retained with reasonable care.
(9} To register any stock, bond or other security in the name of a nominee, without
the addition of words indicating that such security is held in a fiduciary capacity, but accurate
records shall be maintained showing that such security is an estate or trust asset, and the
Executor or Trustee shall be responsible for the acts of such nominee.
(B) Except as otherwise provided herein, whenever the Executor or Trustee is directed
to distribute any estate assets or trust principal in fee simple to a person who is then under twenty-
one {21) years of age, the Executor or Trustee shall be authorized to hold such property in trust for
such person until he becomes twenty-one (21 }years of age, and in the meantime shall use such part
of the income and the principal of the estate or trusts as the Executor or Trustee, respectively, may
deem necessary to provide for the proper support and education of such person. If such person
should die before becoming twenty-one (21) years of age, the property then remaining in trust shall
be distributed to the personal representative of such person's estate.
'~c~~
..__
LASS' WILL AND TESTAIV~ENT
of
HELEN M. SC~ER
PA E 5
(C) In making distributions #'rom the estate or trusts to or #or the benefit of any minor or
other person under a legal disability, the Executor or Trustee need not require the appointment of a
~;ua~-dian but shall he authorized to pay or deliver the same to the custodian of such person, to pay
or deliver the same to such person without the intervention of a guardian, to pay or deliver the same
to a Legal guardian of such person if one has already been appointed, or to use the same for the
benefit of such person.
(D) 1n the clisbursemont ut' the estate ur trusts anti any division into 5cparatc: trusts ur
~lli,ll'C~, t1lC EXCI:UtUI" atlll Tl uStCC `alldll l)C aUtllUl'1GCd tU 11ldkC file i115trll~utlllll dlld d1 V1JlUI1 Itl 11tUl1Cy
or in kind, or both, regardless of the basis for income tax purposes of any property distributed or
divided in kind, and the distribution and division made and the values established by the Executor
or Trustee shall be binding and conclusive on all. persons taking hereunder. The Executor .and
Trustee may in making such distribution or division allot undivided interests in the same property
to several trusts or shares.
(E~ The Executor and Trustee shall be authorized to lend or borrow, including the right
to Lend to or borrow from my estate or any trusts which 1 may have established during life or by will
at an adequate rate of interest and with adequate security, and upon such terms and conditions as the
Executor or Trustee shall deem fair and equitable.
(F') The Executor and Trustee shall be authorized to sell or purchase at the fair market
value, as determined by the Executor or Trustee, any property to or from my estate or any trust
created by me during life or by will, ever? though the same person or corporation may be acting as
executor of my estate or as trustee of any of my other trusts.
(G} The Executor and Trustee shall have discretion to determine whether items should
be charged or credited to income or principal or allocated between income and principal as the
Executor or Trustee may deem equitable and fair under all the circumstances, including the power
to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of
the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a
discount, as income or principal or apportion the same between income and principal, to apportion
the sales price of any asset between income and principal, to treat any dividend or other distribution
of any investment as income or principal, or apportion the same between income and principal, to
charge any expense against income or principal or apportion the same, and to provide or fail to
provide a reasonable reserve against depreciation or obsolescence on any assets subject to
depreciation or obsolescence, all as the Executor or Trustee may reasonably deem equitable and just
under all the circumstances.
;. ~ ___.__.i
LAST' WILL AND TESTAMENT
OF
HELEN M. SCHNEIDER
PA__ GE 6
EIGHTH: Rights and Liabilities of Executor and Trustee. No bond or other security
shall be required of the Executor or Trustee. This instrument shall always be construed in favor of
the validity of any act or omission by the Executor or Trustee, and neither the Executer nor Trustee
shall be liable for any act or omission except in the case of gross negligence, bad #aith or fraud,
Specifically, in assessing the propriety of any investment, the overall performance of the entire estate
or trust shall betaken into account. The Executor and Trustee shall be entitled to receive reasonable
compensation for services actually rendered to my estate or to my trusts in an amount the Executor
and Trustee customarily charge for performing similar servic;c;s during the time in which lhcy
perform the services.
NINTH: Tax Etect~ans. In determining the estate, inheritance and income tax liability
relating to my estate, the Executor's decision as to all available tax. elections shall be conclusive on
all concerned. In accordance with Internal Revenue Code §2632(a) (or its successor provisions) and
without regard to whether a federal estate tax return is actually filed, the Executor shall allocate so
much of the federal Generation Skipping Transfer (GST) exemption amount as will fully exempt any
generation skipping transfer which may occur under this Will.
TENTH: I?efinitions and General Provisions.
(A) Survival. Any beneficiary who dies within sixty (60) days after my death shall be
considered not to have survived me.
(8) Trust Estate. "Trust estate" means all assets, however and wherever acquired,
including income, which may belong to a trust at any given time.
(C) Issue. Except for discretionary distributions which may lac made unequally among
a group of persons and distributions pursuant to a valid exercise of a power of appointment, in
making a distribution to the issue of any person, the property to be distributed shall be divided into
as many shares as there are living children of the person and deceased children of the person who
left children who are then-living. Each living child shall take one share, and the share of each
deceased child shall be divided among his then-living descendants in the same manner. A
posthumous child shall be considered as living at the death of his parent.
(D) Other tgrms. The use of any gender includes the other gender, and the use of either
the singular or the plural includes the other.
^~
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~ Fee for this certificate, $6.00
P 16244711
This 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 he forwarded to the State Vital
Records Office for permanent filing.
.ocal Registrar Date Issued
Certification Number
M705.143 REV 71/2006
TYPE /PRINT IN
PERMANENT
BLACK ~
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COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
(See instructions and eYameleA nn reevwraa-
t. Name d Decedent (Fret middle, last, sulitc)
Helen M Schneider
2 Sex
F
l - a~nrc n~c n~m
3. Soda) Security Number ocn
4. Dab d Deadc (MOMh, day. year)
ema
e 207 - 18 -4100 3/8/2010
5. Age (Last B;rtlMay) lktdar t UMer 1 M 8. Dots d Skit 7. B' and stab « 8a. Place d Oeadt Check one
Morahs ~ F1ars AixRas Hoepital: Other
- 8 4 vrs. 8 / 8 / 1 9 2 5 Pittsburgh , P A Ll kpatient ^ ER / outpatient ^ DOA ^ Nureinp H«ne ^ Residence ^ Doter - speciy:
Bb. County d Dealt Bc. City, Born. T+ . d Meth 8d. Facilty Name (0 rat ktatitificn, give street and number) 9. Was Decedent d tii9pertic Origin? ~No ^ Yes 10. Race: American Irxken, Black, White, etc.
•
(If yes, specify Cubes, (g~f~
Cumberland East Pennsboro Holy Spirit Hospital Mexian,l~tiertoRican,eb.) White
• t t. Decedent's lJswl lion KrM d work d one most d lice. Do not stele 12. Was Dscetlera ever in dta 1 3
Oecedem's Education (S
ecf
onl
N
ftest
rad
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d d
Kind d Work Kind dBusiness/Industry
U.S. Amted Forces? .
p
y
Elementary /Secondary (0-12) y
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e comp
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e
)
Cdbge (1-a « 5+) t
. Mahal SbhA: Married, Never Married.
widowed, D;varoed (Specify) 75. Survivng Spouse (H wde, give maiden name)
Homemaker Own Home ^ res L.~No 1 2 Widowed
- , 6. DecedenYS Matling Address (street. ah, /town, stale, zip code) Deadera's Penns 1 V a n 1 a Did Decedent
y
824 Lisburn Rd. # 231 R t7a.stab
~ ,7~. L~3Yes.DecetlerttLived;n Upper Allen Twp
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Cam Hill PA 1 7 01 1 17b. Count' Cumberland ,7d. ^ No, oecedertt Wed wihin
Actual L;rrtits d ~,! Boro
18. Fathers Name (First, ntklde, last, suffix) t9. Mothers Name (Fxst middle, maiden swrtante)
Ollie Biere~ Marie Jerseck
208. InformanYS Name (Type I PrinQ
William Schneider 20b. InformaM'a Meiktg Address (Sheet, city /town, ebb, zip code)
207 Pennsylvania Ave. Camp Hill, PA 17011
2/a. Method M Disposition r ~] Cremation ^ Donation
• r
^ Bunel ^ Renavalfr«nS 21b. Date d Disposition (Month, day. Year) 27c. Place d Disposiion (Name of came cremeto «oher
tart', ry place)
ltd. Location (City/town, state, ap code)
r WuCmnatlon«DonstbnAuth«(xad
^ Oiler • t h Examkter/C«onar9 Yes^ No 3/1 2/201 0 Evans Cremation Service Leola, PA 1 7540
• ~~ SignaWM d ( ~ as such)
~ 22b. t.ianse NwtWr 22c. Name and Address a Fadtiry Nei F u n e a Home , I n c
• - FD 013239 L 3401 Market St. Camp Hill, PA 17011
Carpbte items t ody when cerGlying
pttysiebrt b availebb al time of death to
certify or aeatn 238. To d,e best d my . death scarred at the tiros and place stated. (Signature and tide(
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!/ 23b. License Number 23c. Dab
Signed (Monts, day. Year)
.
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Items 24.26 must be oompbted by person
• who Monorraea death. 24. rime d Death
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~ P 25. Dab Pronanced Dead (Month, day. Year)
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' 28. Was Case Referred b Medical Examiner / Canner for a Reason Oster than Cremation « Donation?
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8 Z-Q (Q ^ Yes ~ No
CAUSE OF DEATH (See InatruMbna and examples) r Approximeb ktbrval: Part II: Enter oiler 28. Did Tobacco Use Cortlnbub b Death?
Item 27. Part I: Enter tlw chain d everttt -diseases, njuries, « camplica6«rs -that Erectly caused tfte death. DO NOT abler brminal eveMS such as ardiac anent r Onset to DeaM but sac resulting b its urtderfyirtg cause given b Part I. ^ Yes ^ P
reepkatixy arrest
«veniricular tiMifation wditart
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aw
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o
tgy. List Dray ore sues on each kne. ~
Y
^ No ^ Unknown
IMMEDIATE CAII$E IFnal disease « ~,A (_~_~
catdition reeding m death) _~~ a 1 • s ~.~ t"'i Q~2 ~j V 6Te~1r~- ~~ ~~ ~~l_t.(~, r ~ ~ ~:-°~-~ 29. If Female:
Due to (« as a consequence d): , ~ Na pregnant wititin past year
to r Ndad'odn sea. b. SE'~~"~' 1 C~ ~CXX ~ ~L.~P) c^~^-~',~ ~~ L ~ ^ Pregnant at time d aeadt
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UNDERLYING CAl1SE Duero (« as c«taequerae oQ: ; ~- ^ Na prepnam, but pregnant within e2 days
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Duero (« as a consequence of): i ^ Nd pregnant, but pregnant 43 days W 1 year
• d. ~ before death
r ^ tMkrtowat 8 pregnant within ere past year
30e. Was an AuWpey 30b. Were Aubpsy Endings 31. Hamer of Death 32a. l)ab of kt'
PeAenred? Avatlebb Prgr a Cortpbtion lurY (Month, day. Year) 32b. Describe Flow Injury Oavrted 32c. Place d Injury: hlortb, Farm, Street, Factory,
or Cause d Death? ~a"a' ^ liontidde 0~ Eng. ea. (sPec'/A'1
^ Yes ®No ^ Yes ^ No ^ AcddeM ^ Pa«lirtg InveaUgatiert 32d. Tree of Injury 32e. Injury at Work? 32f. i Trarreporbtion Injury (Spealy) 32g. Location d injtay (Street. dty /town, state)
^ Suidde ^ Cold Nd be Dsbmtirted M ^ Vas ^ No ^ lhiver/Operator ^ Passenger ^ Pedestrian
Other' Sped/y.
33e. Certifier (check orYy one) 33b. signature and rife
CsrtHyktp phyakien (Physidan certilykq cause d deem wfwn artodter phyaictien has pronounced death and cortplebd (tern 23)
TolhebMOfmyknowbdgs,deethoaurrod~rtotMeauas(s)andmanneraastatM--------------------------------- ^
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^OU^ang e^d ~Y~ f+hYa~n (PhYs~n ~+ fx«~ncing death and cMXying a awe d dead,)
my knowledge, death occwnd at the time, dale, end plea, and dw to 1M
awys)andtnennarasstatW
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T 33c. lJartee
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~p ~ 33d. qte signed (Month. day. Year)
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------------------,
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MedkalExrNnar/Coroner
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On the Doris of examMatloa end / « kwwdgatlon, In my opinion, Meth oeeumd at the tlma, date, and plea, and due to the cwae(e) end manner as satad_ ^ .
3+. Name end Peron Who Completed Cause d Death (Itep/I7) Type /Print
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