HomeMy WebLinkAbout06-15-10tai ~ ~ L 1- CJ ~ ~~'
:.~
~ a
~
;~,~~
- ~ _.
c
~
,
~`~ ~ ~.,
TO: PA Department Of Revenue =, p ~ -v --
SUBJECT: Inheritance Tax Return, REV 1500 ' -~ ~= ~ ~=_:~
r
~
DATE: June 14, 2010 -~ ,
~ ~
RE: Doris J. Snell, Deceased, SS# 205-22-4469 w '
FROM: David L. Delbaugh, Correspondent
TEXT: Some forty years ago I became acquainted with Doris Jean Snell and her
spouse Robert Earl Snell. Over the years we drifted apart, until 2009 when Doris Snell
called me to help them out. They had no family and few friends; their failing health was
challenging. They were in and out of doctor's offices, diagnostic centers, hospitals,
nursing homes, therapy units, pharmacies, grocery stores, etc. I became more and more
involved in attending to their needs.
Doris Jean Snell died on May 20, 2009. Mrs. Snell did not have a will, she did not have
funeral plans, she did not have a file of financial records, and in fact she did not have any
end of life plans or arrangements.
Robert Eazl Snell, the surviving spouse, was institutionally confined to a bed or a wheel
chair and did not feel capable of handling their affairs. On May 11, 2009, he appointed
me as his Power of Attorney. Thus when Doris J. Snell became incompetent and then
died, I was appointed to act and to make arrangements on her behalf-which I did.
On June 08, 2009, I appeared in the Register of Wills office for Cumberland County to
discuss and to make arrangements for Petitions, Grants, Certificates, Probate, etc. It was
eventually concluded that there was not any need for such arrangements since all of the
Snells' assets were jointly held. I misunderstood about the requirement that the 1500
Form needs to be filed.
I was very diligent and conscientious with the preparation of the 1500 Form and am
satisfied that the responses aze accurate to the best of my knowledge.
Re ~e`ct~'~ubmi~z~- ,~,
avid L. Delbaugh, Corresp~ident and Power of Attorney for Robert E. Snell
~~