HomeMy WebLinkAbout03-0095PETITION FOR PROBATE & GRANT OF LETTERS
Estate of
TWYLAH A. SNYDER
also known as
Social Security No. 184-26-3110
, deceased.
No. 21-03-~
To: Register of Wills for the
County of Cumber/and
Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who are 18 years of age or older and the Executors named in the Last Will of the
above decedent dated June 27, 1994 , and codicils dated none The Executor
named none died . Renunciations for Mary E. Houston, Patricia A. Walke, William M. Snyder
and Randolph L. Snyder attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal
residence at One Lon,qsdorf Way, South Middleton Township
Decedent, then 90 . years of age, died
Crossinqs Retirement Community
December 31 ,2002, at Cumberland
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 at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$25,000.00
$
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Signature(s) and Residence(s) of Petitioner(s):
/' ~. ( ~ ' . ~
Daniel B. Snyder ~
42 Wagner Drive ~'
Carlisle, PA 17013
717-249-5803
Geor.q~ L~. Snyder /
149 Steelstown Road
Newville, PA 17241
717-776-5052
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA :
:
COUNTY OF CUMBERLAND :
SS
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 representative of
the above decedent, petitioner(s) will well and truly administer the est~3~e accordir~g to law.
Sworn to or affirmed and subscribed . :.~,~:: 2'2 .~..,,~. ~..C~...~:~.~ ~
before me this 31st day of Daniel'B~ Sny~r
I-q- llS-q
No. 21-03- qE5
Estate of TWYLAH A. SNYDER , deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, ..._JCl~,~LxA~u '_'~/~ , 2003, in consideration of the Petition on the reverse
side hereof, satisfactory proof ha.v~ng been presented before me, IT IS DECREED that the instrument(s) dated
June 27, 1994 described therein be admitted to probate and filed of record as the
Last Will of Twylah A. Snyder ; and Letters Testamentary are hereby granted to
Daniel B. Snyder and George L. Snyder
FEES
Probate, Letters, Etc ........ $ 60.00
Short Certificates(-3- )...-. $ 9.00
Renunciation(s) ........... $ 5.00
JCP .................... $10.00
Other Will PaRes (-2-) .... $6.00
TOTAL: .... $ 90.00
Filed. ! .-.~! .- .O. ~. .................
-- k- Register o~Will~I ~ ' ~ ~
IRWIN McKNIGHT & HUGHES
ROger B..JCwin, Esquire (06282)
ATTOP~ (Sup. Ct. I.D. No.)
60 West Pomfret St., Carlisle, PA .17013'
ADDRESS
717-249-2353
PHONE
In regard to the Estate of
To the Register of Wills of
RENUNCIATION
TWYLAH A. SNYDER
, deceased.
Cumberland
County, Pennsylvania.
The undersigned children
the right to administer the estate and respectfully ask(s) that Letters
be issued to Daniel B. Snyder and George L. Snyder
WITNESS our hands this (~"]~"~'" day of Januatw
of the above decedent hereby renounce(s)
Testamentary
,2003.
C. DS--iGNA%i~
SIGNATURE
ADDRESS
ADDRESS
ADDRESS
LAST WILL AND TESTAMENT
I, TWYLAH A. SNYDER, of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking a11 Wills and Codicils heretofore made by me.
1. I direct my executors to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executors to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate to my
six children, share and share alike, the child or children of any deceased child taking the share
their parent would have taken if living.
4. I nominate and appoint William M. Snyder, George L. Snyder, Randolph L. Snyder,
Patricia A. Walke, Mary E. Houston and Daniel B. Snyder, to be the executors of this my Last
Will and Testament.
5. I hereby suggest that my personal representative retain the services of Irwin, Irwin &
McKnight, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
1994.
day of June,
-' Of TWYLAH A. SliDER
(SEAL)
Signed, sealed, published and declared by TWYLAH A. SNYDER, the testatrix above
named, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
2
A CKNOWLEDGMENTAND AFFIDAVIT
WE, TWYLAH A. SNYDER, BETZI A. MORRISON and CHERYL L. CLELAND,
the testatrix and witnesses respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her Last Will and that she had signed willingly, and that she executed it
as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their
knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged
testatrix herein and subscribed and sworn to
CHERYL L. CLELAND, witnesses this z7"
: SS:
before me by TWYLAH A. SNYDER, the
before me by BETZI A. MORRISON and
day of June, 1994.
( ~otary Public
i
I
Member, Pennsylvania Asscx:ia~n of Notaries
LAW OFFICES
IRWIN, IRWIN & MCKNIGHT
WEST POMFRET PROFESSIONAL BUILDING
60 WEST POMFRET STREET
CARLISLE, PENNSYLVANIA 17013-3222
(717) 249-2353
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.:
TWYLAH A. SNYDER
DECEMBER 31, 2002
21-03-0095
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on March 6, 2003 .
Name Address
George L. Snyder
Daniel B. Snyder
William M. Snyder
Patricia A. Walke
Randolph L. Snyder
Mary E. Houston
149 Steelstown Road, Newville, PA 17241
42 Wagner Drive, Carlisle, PA 17013
5 Corporation Street, Newville, PA 17241
127 Valley View Road, Carlisle, PA 17013
4 Carlton Lace Circle, Carlisle, PA 17013
411 Petersburg Road, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except __
Date: 03/06/03
SignatUref//'J
IRWIN, M¢I~NIGHT & HUGHES
Name Roger B. Irwin, Esquire
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone (717) 249-2353
none.
Capacity:
X
__ Personal Representative
__ Counsel for Personal Representative
REV- 1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Snyder Twylah A.
DATE OF DEATH (MM-DO-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
12/31/2002 01/27/1912
(IF APPL CABLE) SURV V NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
1. Original Return ~ 2~4~ Supplemental Return
4. Limited Estate . Future Interest Compromise (date of death after 12-12-8Z)
8. Decedent Died Testate Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
~1 I 9. Litigation Proceeds Received r~ 10. spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95)
~i~!~,.~i~~~~ii~i~~~~i~i" ?'~i'":: ":~:~='"=" -' ............ i ........ ............... iii:=i'?'~'~ii~'":-':'": ":-"='",'"==':"~'''':'''~'~ ~':'?: NAME
Roger B. Irwin Esq.
FIRM NAME (if Applicable)
IRWIN .Mci<NIGHT & HUGHES
TELEPHONE NUMBER
717/249
OFFICIAL USE ONLY
FILE NUMBER
21-03-0095
COUNTYCODE YEAR NUMBER
SOCIAL SECURITY NUMBER
184-26-3110
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3}
Sole-ProprietOrship
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash; Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
---1 Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous NonTProbate Property (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)
12. Net Value of Estate (Line 8 minus Line 11 )
13,
14.
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(date of death
3. Remainder Return priorto 12-13-82)
,~. Federal Estate Tax Return Required
1.~ 8. Total Number of Safe Deposit Boxes
E~] Election to tax under Sec. 9113(A)
1
1.
(Attach Sch O)
COMPLETE MAILING ADDRESS
60 Wes~ ?om£re~ S~ree=
West Pomfret Professional Bldg.
17013
Carlisle, PA
None
4,660.54
None
None
23,535.66
None
None
1,670.00
8,478.44
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
(8) 28,196.20
(11) 10,148.44
(12) 18,047.76
(13~
(14) 18,047.76
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount 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
18,047.76
X .0 0 (lS) 0.00
X .0 45 (18) 812.15
X .12 (17) 0.00
X .15 (18), 0.00
(19) 812.15
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
One Longsdorf Way
CITY
Carlisle
STATE
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
40.61
Total Credits ( A + B + C )
(~)
812.15
(2) 40.61
3. Interest/Penalty if applicable
D. Interest
E. Penalty
* Total Interest/Penalty ( D + E ) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 771.54
A. Enter the interest on the tax due. (SA) 0.00
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 771.54
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER TRE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
;. retain the use or income of the property transferred; ............. ~.. .......... ~ ~
· 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 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? .............................................. r-'] ~]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? ................................ ~ ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE Q AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, It is true,
correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON R~LE FOR_ FILING R_ETURN Daniel B. Snvder DATE
/~p ( / ~/// /// . 42 Wa~ner Dr~ve
SIGNATUI~E'~F PREPAREROT'HERTH~,,~EP/~RESENTATIVE IRWIN McKNIGfrr & HUGHES DATE
/z7 ~ ._ ~ ~ 60 West Pomfret Street · i
~l~*~*~'~*a'~a¥1~i~fter ~J~ly' 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(aXl)].
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(aX1.3)1. 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.
Copyright (c) z000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
ADDITIONAL Personal Representatives
Estate of Twylah A. Snyder SS# 184-26-3110 12/31/2002
*****************************************************
Under penalties of perjury, the undersigned declare that they
have examined this return, including accompanying schedules and
statements, and to the best of their knowledge and belief, it is
true, correct and complete.
Signature
Name
Address Line 1
Address Line 2
City, State, Zip
Date
G. Leonard Snyder
149 Steelstown Rd.
Newville, PA 17241
REV-1503 EX + 11-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Twylah A. Snyder SS# 184-26-3110 12/31/2002
21-03-0095
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNIT VALUE
OF DEATH
1 U.S. Savings Bonds, $25/$50/$100 issued 1970-1977 4,660.54
inventory report attached
TOTAL (Also enter on line 2, Recapitulation) 4,660.54
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form RE¥-1503 EX (Rev. 1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Twylah A. Snyder SS~/ 184-26-3110 12/31/2002 21-03-0095
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
Allfirst Bank, relationship checking
Cornerstone Federal Credit Union
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
23,502.88
32.78
$ 23,535.66
Form REV-1508 EX (Rev. 1-97)
R~-1~1'~ ~X,0-97~ SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCETAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF
Twylah A. Snyder SS~ 184-26-3110 12/31/2002
FILE NUMBER
21-03-0095
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
4o
7.
1
2
3
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
· Street Address
City State
Zip
Year(s) Commission Paid:
Attorney's Fees IRWIN McKNIGHT & HUGHES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Cumberland Law Journal - estate
Register of Wills
notice publication
Register of Wills filing fee
The Sentinel - Legal estate notice
publication
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSysterns, Inc.
AMOUNT
1,400.00
75.00
90.00
25.00
80.00
$ 1,670.00
Form REV-1511 EX (Rev. 1-97)
REV- 151~ EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Twylah A. Snyder SS#
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
184-26-3110 12/31/2002
FILENUMBER
21-03-0095
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1
2
3
4
5
Alert Pharmacy
Cumberland Crossings
PA Department of Revenue -
PatrIcia A. Rosendale CPA
United States Treasury,
2002 income tax due
- 2002 personal income tax
2002 federal income tax due
prep.
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
AMOUNT
91.32
4,762.12
2,075.00
125.00
1,425.00
$ 8,478.44
Form REV-1512 EX (Rev. 1-97)
REV- 1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Twylah A. Snyder SS~ 184-26-3110
SCHEDULE J
BENEFICIARIES
12/31/2002
NUMBER
2
4
5
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [incl~e outright spousal distributions, a~
transfem u~er S~. 911~1.Z)]
Mary E. Houston
411 Petersburg Road
Carlisle, PA 17013
Daniel B. Snyder
42 Wagner Drive
Carlisle, PA 17013
George L. Snyder
149 Steelstown Road
Newville, PA 17241
Randolph L. Snyder
4 Carlton Lace Circle
Carlisle, PA 17013
William M. Snyder
5 Corporation Street
Newville, PA 17241
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s}
Daughter
Son
Son
Son
Son
FILE NUMBER
21-03-0095
AMOUNT OR SHARE
OF ESTATE
1/6 remainder
1/6 remainder
1/6 remainder
1/6 remainder
1/6 remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
Estate of: Twylah A. Snyder
Soc Sec #: 184-26-3110
Date of Death: 12/31/2002
Continuation of Schedule J, Part I
(Taxable Bequests)
Item
Name and Address of Beneficiary
Relationship
Amount or
Share of Estate
Patricia A. Walke
127 Valley View Road
Carlisle, PA 17013
Daughter
1/6 remainder
LAST WILL AND TESTAMENT
I, TWYLAH A. SNYDER, of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executors to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empoWer my executors to sell any realty o~vned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate to my
six children, share and share alike, the child or children of any deceased child taking the share
their parent would have taken if living.
4. I nominate and appoint William M. Snyder, George L. Snyder, Randolph L. Snyder,
Patricia A. Walke, Mary E. Houston and Daniel B. Snyder, to be the executors of this my Last
Will and Testament.
5. I hereby suggest that my personal representative retain the services of Irwin, Irwin &
McKnight, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
1994.
day of June,
~¢~ TWYLAlt A. S~]~DER
(SE, U)
Signed, sealed, published and declared by TWYLAH A. SNYDER, the testatrix above
named, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
2
A CKNOWLEDGMENTAND AFFIDAVIT
WE, TWYLAH A. SNYDER, BETZI A. MORRISON and CHERYL L. CLELAND,
the testatrix and witnesses respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her Last Will and that she had signed willingly, and that she executed it
as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their
knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under
no constraint 6r undue influence.
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLANrD :
Subscribed, sworn to and acknowledged before me by TWYLAH A. SNYDER, the
testatrix herein and subscribed and sworn to before me by BETZI A. MORRISON and
CHERYL L. CLELAND, witnesses this Z7" day of June, 1994.
tary Public
Mem~x, Fa~r~a ~n of
Inventory Report
Active Inventory
Print Date: 01/20/2003
Bonds: File Pricing Date: 12/2002
Issue Next Interest Final Maturity
No. Series Denom Serial Number Date Price Interest Value Rate Yield Date Date Note
1 E $100 C519387459E 06/1971 $75.00 $432.80 $507.801 6.48% 06/2001 MN
2 E 100 C1002292371E 06/1972 75.00 431.16 506.16i 6.47% 06~2002 ME
3 E 100 C1015484880E 06/1973 75.00 432.20 507.20 4.00% 6.62% 04/2003 06/2003
4 E 100 C1040189573E 07/1974 75:00 405.48 480.48 4.00% 6.74% 01/2003 07~2004
5 E 100 02002064178E 07/1975 75.00 397.92 472.92 4.00% 6.94% 01/2003 07/2005
6 E 100 C2021363723E 07/1976 75.00 390.40 465.40 4.00% 7.15% 01/2003 07/2006
7 E 50 L754410756E 06/1969 37.50 229.34 266.84 6.65% 06/1999 MN
8 E 50 L783369914E 06/1970 37.50 238.50 276.00 6.77% 06~2000 MN
9 E 25 Q5188752422E 10/1974 18.75 101.37 120.12 4.00% 6.74% 04/2003 10/2004
10 E 25 Q5235730638E 01/1975 18.75 100.41 119.16 4.00% 6.84% 01/2003 01/2005
11 E 25 Q5235730919E 04/1975 18.75 100.41 119.16 4.00% 6.84% 04~2003 04~2005
12 E 25 Q6005345144E 07/1975 18.75 99.48 118.23 4.00% 6.94% 01/2003 07/2005
13 E 25 Q6028881808E 10/1975 18.75 99.48 118.23 4.00% 6.94% 04/2003 10/2005
14 E 25 Q6034237896E 01/1976 18.75 98.57 117.32 4.00% 7.04% 01/2003 01/2006
15 E 25 Q6049017789E 04/1976 18.75 98.57 117.32 4.00% 7.04% 04/2003 04/2006
16 E 25 Q6066711674E 07/1976 18.75 97.60 116.35 4.00% 7.15% 01/2003 07/2006
17 E 25 Q6110961165E 10/1976 18.75 97.60 116.35 4.00% 7".15% 04/2003 10/2006
18 E 25 Q6132514455E 01/1977 18.75 96.75 115.50 4.00% 7.26% 01/2003 01/2007
Inventory Totals:
Price Interest Value
$712.50 $3,948.04 $4,660.54
CI- bond was ashed n EX- bond was E changed for an HH bond ME- bond is atured and Exchangeable for an HH bond
MN- bond is atured and Not exchangeable for an HH bond NE - bond is Not yet Eligible for payment (it's < 6 months old) NI - bond has Not yet been ssued
P5 - bond is a Series I or EE, was issued in or after May 1997 and includes a 3-month-i[~terest Penalty until the bond is 5 years old
* bond is a Series I or EE, was issued in or after January 1990 and may be tax exempt if used for post,secondary education
() bond was Cashed In or EXchanged for an HH bond, but is being priced on a date prior to the cashed or exchanged date
C:\My Documents\Twylah Snyder Estate.sbw Page 1 of I
CORNER ONE
Federal Credit Union
P.O. BOX 1181
CARLISLE, PA 17O13
717-249-1661
STATEMENT OF ACCOUNT
NOTICE
SEE ENCLOSED FORM FOR iMPORTANT
INFORMATION REGARDING YOUR RIGHTS TO
DISPUTE BILLING ERRORS.
NOTICE
SEE ENCLOSED FORM FOR IMPORTANT
INFORMATION tN CASE OF ERRORS OR
QUESTIONS ABOUT YOUR ELECTRONIC
TRANSFERS IDENTIFIED WITH LETTERS "EFT"
001114
TWYLAH A SNYbEf).
C/O DAN[EL ~ Sh."r3ER (POA)
42 WAGNER DRIVE
CARLISLE PA 17013 'DATE 10/01/2002.~':~2/3/ 002
' "STATEMENT': : ' : : :i 2' ::
OWNERSNIP OF SHARE. DEPOSIT AND CERTIFICATE AOOOUNT~ SHOWN ON THIS STATEMENT IS NOT TRANSFERABLE EXCEPT ON THE BOOKS OF THE CREDIT UNION.
f ~ . TransaCtion Prin. cip~ Payments l
'. Plew !~bar~s ': ':.
'-: Amount and Credits
SHARE 01;".REGULAR:SHARE:ACCOUNT: ': ': :: ::: .: : ::.':.?::';~ . ::: :.
::.. ~. ::::::.'~ IO;0I :::~'PREViOUS: BALANCE ." :: ~: ':. :' ":~:~:. ': : !::..:: ": .: :":::.'.::::: ' · :.:::' "i': 32.50 :. :. :.~::
TOTAL' FINANCE CHARGES PAID THIS YEAR ' $ . .OO'
5.5% APR' on 10O%'of the loan: transferred from another institution..iAs:ian, added
incentive you witt receiveiaiO.5% caSh:back b°nus on %he balance transferred;
Prom0tiona[: payment:terms:areavailable for up to. 60::months:FDon't::.delay!~:Offer
veh±cte loans at Cornerstone. You may.qualify for a 0.25%'APR:'discount on
advertised rate$,:forli:¥¢ur next vehicle financed through ~s.:.It':s our way of
allfirst
February 10, 2003
Irwin McKnight ~ Hughes
Attn: Roger B. Irwin
West Pomfret Professional Building
60 West Pomffet Street
Carlisle, PA 1 7013-3222
Allfirst Financial Center N.A.
P.O. Box 900
Millsboro, DE 19966
RE:
Estate of Twylah A. Snyder
Date of Death: December 31, 2002
Social Security Number: 184-26-3110
Dear Mr. Irwin:
In response to your request, please be advised of the following account the above-named
decedent had with this bank and the balance on the date of death.
Account Type ........................... Relationship w/Int. Checking Account
Account Number. ...................... 0080582125
Ownership ............................. Twylah A. Snyder or William H. Snyder
Opening Date ............................ 08/28/64
Balance on Date of Death ........... $
Accrued InteresL ......................
Total ...................................... $
23,499.50
3.38.
23,502.88
This response does not apply to any assets held wi~h Allfirst Brokerage, where Allfirst Bank is serving as a trustee, nor to
any credit cards owned by Bank of America bearing Allfiret Bank's name.
For further account information, closures and/or reimbursement of funds refer to below
branch.
255 South Spring Garden Street, Carlisle, PA 17013, telephone 717-240-6734.
Sincerely,
Mary Anne Macielag
Associate I/CIS
(302) 934-2240
FEB 1~ 2005
IRWIN, McKNIGHT &
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Daniel B. Snyder & G. Leonard Snyder
being duly sworn according to law, deposes and says that the y are the
Co-Executors of the Estate of Twylah A. Snyder
late of South Middle__tpn__Towns_~i~ , Cumberland County, Pa., deceased and that the
within is en inventory mede by them , the said Co-Executors
of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside
the Commonwealth of Penn,sylvania, end that the figures opposite eac~ ifg~ ~venf~y rep~senf it's felt value
es of ~he d~fe of decedents de~fh. ~~ ~ ~
- Ean e
Sworn ~mnd subscribed before me, ~ ~ ~~/~ ~ ~/~~ z~
/I.,.~ Ma~ z~8~~~~ ~ /~ ~03 G~ Leonar~ - ExaCtor - kdm;n;s~e,°r Snyder
~,.--~,,,~ ~ ~~~~ 42 Wagner Drive, Carlisle, PA 17013
[~ ~qu~li~L. D~wbaugh. Not~blic~ 1~9 Steelstom Road, ~e~lle, PA 172~1
C~iisle Bom, Cumberland County} Addre~
My C~ssion ~xpi~ Aug. 14, 2~3
~"~r'P~n~aA~~n~ December 2002
Da~e of Death
Day Month Year
INSTRUGTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Arflcle IV, Fiduciaries Act of 1949.
I
U
Inventory of the real and personal estate of
TWYLAH A. SNYDER
deceased
. 1. U.S. Savings Bonds, $25/$50/$100 issued 1970-1977
2. Allfirst Bank, checking account
3. Cornerstone FCU, savings account
Total:
4,660.
23,502.
32.
$28,196.
54
88
78
2O
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DZYTSTON
DEPT. 180601
HARRISBURG, PA 17118-0601
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POHFRET ST
CARLISLE
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
PA 17015
NOTICE OF INHERITANCE TAX
APPRAZSENENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
REV-15~i7 EX AFP (01-05)
DATE 05-05-2005
ESTATE OF SNYDER TWYLAH A
DATE OF DEATH 12-$1-2002
FILE NUHBER 21 05-0095
COUNTY CUHBERLAND
ACN 101
Aeoun~ Ram/~ad
HAKE CHECK PAYABLE AND REHZT PAYNENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~,~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF SNYDER TWYLAH AFZLE NO. 21 05-0095 ACN 101 DATE 05-05-2003
TAX RETURN NAS: (X) ACCEPTED AS FILED ( } CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~a (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Zn~arast (Schedule C) ($)
~. Nor~gegas/No~as Receivable (Schedule D) (~)
5. Cash/Bank Dapos/~s/Hisc. Personal Propar~y (Schedule E) ($)
6. Jointly Owned Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To(el Assa(s
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expanses/Ada. Cos~s/H/so. Expanses (Schedule H) (9)
10. Dab~s/Nor~gega L/ab/1/~/as/L/ans (Schedule Z) (10)
11. To,al Deductions
12. Na~ Value of Tax Ra~urn
R/660.54
.00
23;535.66
.00
.00 NOTE: To /nsura proper
crad/~ ~o your account,
subm/~ ~ha upper pore/on
.00 of ~h/s form w/~h your
~ax payment.
.00
(8)
1,670.00
13.
NOTE:
28,196.20
(la) .00 x O0 = .00
(16). 18,047.76 x 045 = 811.15
(17) .00 x 12 = .00
(Ks) .00 x 15 = .00
(19)= 812.15
ANOUNT PAID
771
TOTAL TAX CREDIT
BALANCE OF TAX DUEI
INTEREST AND PEN. r
TOTAL DUE
ASSESSHENT OF TAX:
1.6. Amount: of Line 1~ a~: Spousal ra*a
16. Amoun~ of Line 1~ ~axabla a~ L/naal/Class A ra~a
17. Aeoun~ of L/no lq e~ S/bl~ng ra~a
18. Aaoun~ of L/ne 1~ ~axabla a~ Collateral/Class B ra~e
19. Pr~nc/pal Tax Due
TAX CRED:ZTS:
PAYNENT RECEIPT DISCOUNT
DATE NUNBER INTEREST/PEN PAZD (-)
03-28-2003 CD002356 ~0.61
ZF PAID AFTER DATE /NDICATED, SEE REVERSE
FOR CALCULATION OF ADDZT/ONAL INTEREST.
812.15
.00
.00
.00
( TF TOTAL DUE IS LESS THAN $1~ NO PAYNENT IS REQUTRED.
TF TOTAL DUE TS REFLECTED AS A "CREDTT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
Charitable/Governmental Bequests; Non-alac~ad 911:3 Trusts (Schedule J) (1:3) . O0
Ne~ Value of Es~:a~a Sub~ec~ ~o Tax (1~) 18,047.76
:Zf an assessment ~as ~ssued prev~ousZy, l~nes ~, :15 and/or :16, :17, 18 and :19 ~11
reflect f~gures that ~nclude the tota~ of ALL returns assessed to date.
8~478.~
(11) 10.1~8.~
(12) 18,047.76
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 1Z, 19BI -- if any futura interest in the estate is transferred
in possession ar enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Coamon#aalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class D (collateral) rate on any such future ]ntarast.
To fulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (TI P.S.
Section
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Hake check ar money order payable to: REGISTER OF #ILLS, AGENT
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-1313). Applications ara available at the Office
of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special 2¢-hour
ansaaring service for fores ordering: 1-800-36Z-Z050; services for taxpayers eith special hearing and / or
speaking needs: 1-800-~7-30Z0 (TT only).
Any party in interest not satisfied mith the appraisement, alloaanca, or disallomanca of deductions, or assasseent
of tax (including discount or interest) as sheen an this Notice eust object mithin sixty (60) days of receipt of
this Notice by:
--arittan protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171ZS-lOZI, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Reviee Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within throe (3) calendar months after the dacadant's death, a five percent ESI) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning eith first day of daZinquancy, or nine (93 months and one (1) day from the date of
death, to the date of payment. Taxes ehich became delinquent before January 1, 198Z bear interest at the rate of
six (SI) percent per annum calculated at a daily rate of .00016~. All taxes ehich became delinquent on and after
January 1, 198Z ail1 bear interest at a rate ehich 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 2003 ara:
Interest Daily Interest Dally Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 207. .0005¢8 1987 97. .0002¢7 1999 77. .000192
1983 167. .000~38 1988-1991 117. .000301 ZOO0 82 .O00Z19
198¢ 117. . 000301 199Z 97. . 0002¢7 :~001 97. . O00:~47
1985 137. .000356 1993-199¢ 7Z .00019Z ZOOZ 6Z .00016¢
1986 IOZ .000Z7¢ 1995-1998 97. .000Z¢7 2003 5Z .000137
--Interest is calculatad as follows:
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DBLIN;IUENT X DAILY INTEREST FACTOR
--Any Notice 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 ba calculated.
STATUS REPORT UNDER RULE 6.1 ~
Name of Decedent:
TWYLAH A. SNYDER
Date of Death:
DECEMBER 31, 2002
No. 21-03-0095
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: X Yes ~ No
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. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X 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? X Yes No
Date: 11/4/03
Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Signature~
IRWIN & McKNIGHT
Roger B. Irwin, Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, PA 17013
City, State, Zip
(717) 249-2353
Telephone Number
Capacity:
Personal Representative
Counsel for Personal Representative