HomeMy WebLinkAbout04-15-13 IN THE COURT OF COMMON PLEAS BLAIR COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
OFFICE OF THE REGISTER OF WILLS
ESTATE OF WILLIAM C SNYDER, deceased, late of NORTH WOODBURY
TOWNSHIP, Blair County, Pennsylvania, who died Testate on March 11, 2012.
CERTIFICATION OF PAYMENT OF INHERITANCE TAX
To The Register of Wills of CUMBERLAND County, Pennsylvania
GREETINGS:
I hereby certify that Transfer Inheritance Tax on the estate of the above named
decedent was paid to me on JUNE 11, 2012, and that the property of the estate on which
said tax was paid included, among other items, real estate located in your County,
described in the appraisement as follows:
(see attached )
This Certification is made to you in accordance with the provisions of Article XXI,
Section 2152 of the Act of March 4, 1971 (P.L. 97,No. 22) as amended.
In Witness Whereof, I have hereunto set my hand and official seal of this office this
10th day ofApril, 2013.
7 CD
Mary Ann Nennis
Register of Wills, Blair County, Pennsylvania
Agent of the Commonwealth of Pennsylvania
for the collection of Inheritance Taxes
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REV-11500 EX(01.10) 1505610143
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania
Bureau of Individual Taxes Ofolm ew of neve.a County Cate Year Fda Number
PO 80x.280601 INHERITANCE TAX RETURN 0 7 12 0259
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
211 18 3514 03 11 2012 07 13 1925
Decedent's Last Name Suffix Decedent's First Name Mt
SNYDER WILLIAM C
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
21 1. Original Return 0 2. Supplemental Return ❑ 3.Remainder Return(date of death
prior to 12-13-82)
Q 4. Limited Estate 0 4a,Future Interest Compromise 5. Federal Estate Tax Return Required
(date of death after 12-12-92)
IM B Decedent Died Testate ® 7.
Decedent Maintained a Living Trust 8. Total Number of Safe DepositBoxes
(Attach Copy of W111) ((Attach Copy of Trust)
Ij 9. Litigation Proceeds Received E3 to,spoueai Poverty Credd{data of death ❑ 11,Election to tax under Sec.9113(A) i
between 12.31 91 and 1.1.95) (Attech$ch.0)
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CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number i
AMY O ROSENSTEEL 814 695 7581
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REGISTER OF WILLS USE ON$jC01
06/1112012 0:S6t28 AN
First line of address NARY ANN BENNIS
401 ALLEGHENY STREET REGISTER All RECORDER 4
GLAIR IOUNTY
Second line of address Pennsig vania
In:t Num- 2LI1210242
!
City or Post Office State ZIP Code DATE FILED i
HOLLIDAYSBURG PA 16648
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Correspondent's e-mail address: j
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, 1
it Is We,correct and complete.Declaration of preparer other than the personal representative is based on all informallon of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE E
Karen L.Greise
r h lam • /'�� �....� I !
ADDRESS
545 S.Juliana Street, Bedford, PA 15522 I
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SIGNATURE 9j PREPARER OTHER THAN REPRESENTATIVE DATE
Laa� Amy O Rosensteel r _ Z 012
C
ADDRESS i
401 Allegheny Street,Hollidaysburg, PA 16648
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Side 1 I
L 1505610143 1505610143
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J 1505610243
REV-1500 EX
Decedent's Social Security Number j
Decedent's Name S N Y D E R, WILLIAM C. 211 18 3 514 i
RECAPITULATION
1. Real Estate(Schedule A).......................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................... 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).....,.... 3.
4. Mortgages&Notes Receivable(Schedule 0).......................................................... 4.
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5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)................ 5. 383 , 416 . 19
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) p Separate Billing Requested............. 7. 1 , 391 , 970 . 74
8. Total Gross Assets(total Lines 1-7)....................................................................... 8. 1 , 775 , 386 . 93
702 . 64 I
9. Funeral Expenses&Administrative Costs(Schedule H)......................................... 9. 35 , 702 . 64
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10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule i)................................ 10. 6 , 500 . 31
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11. Total Deductions(total Lines 9&10)...................................................................... 11. 42 , 202 . 95
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12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 1 , 733 , 183 . 98
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)................................................. 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)................................. 1 , 733 , 183 . 98
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TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.00 15.
16. Amount of Line 14 taxable
at lineal rate X .045 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 1 , 733 , 183 . 98 18. 259 , 977 . 60
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19. Tax Due..................................................................................................................... 19. 259 , 977 . 60
{
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
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Side 2
1505610243 1505610243 J
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REV-1500 EX Page 3 File Number 07 - 12 - 0258
Decedent's Complete Address: j
I DECEDENT'S NAME
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Snyder, William C.
STREET ADDRESS
430 S. Market Street, Homewood at Martinsburg
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CITY STATE ZIP
Martinsburg PA 16662 #
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Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 259,977.60 I
2. Credits/Payments
A. Prior Payments
S. Discount _ 12,998.88
Total Credits(A +B) (2) 12,988.88
3
3. Interest '
0.00
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4. If Line 2 is greater Than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT, (4)
Check box on Page 2 Line 20 to request a refund
5. if Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 246,978.72
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Make Check Payable t0: REGISTER OF WILLS, AGENT. #
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No III
a. retain the use or income of the property transferred;.................................................................................. x
b. retain the right to designate who shall use the property transferred or its income;.................................... x H c. retain a reversionary interest;or................................................................................................................. x
d. receive the promise for life of either payments,benefits or care?.............................................................. x i
2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without
receiving adequate consideration?....................................................................................................................... 1 Q i
1 Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?......... 0 0 i
4. Did decedent own an Individual Retirement Account,annuity,or other non-probate property which
contains a beneficiary designation?_........................................... _........._....................... ............_...___ n L
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after Jute 1,1994 and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent[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 percent
[72 P.S.§9116(a)(1.1){I!)), The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of I
assets and filing a tax reiium are still applicable even if the surviving spouse is the only beneficiary.
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For dates of death on or after July 1,2000: j
•The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger 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 tax rate imposed 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 I
72 P.S.§9116 1.2)[72 P.S.§9116(a)(1)[. i
,
•The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent 172 P.S.59116 ta)(1.3)1. A f
sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,wfiether y blood or adoption. #
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COMMONWEALTH OF PENNSYLVANIA SCHEDULE G
INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS &
RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY
ESTATE OF Snyder, William C. FILE NUMBER
07- 12 -0259
This schedule must be completed and filed If the answer to any of questions 1 through 4 on page 2 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH a OF EXCLUSION i
NUMBER Include the name of the transferee,thew relationship to decedent VALUE OF ASSET DECas TAXABLE VALUE
and the date of transfer. Attach a Copy Of the deed for real estate. INTEREST (IF APPLICABLE)I
1 The Snyder Family Trust dated 6/24/1992(Living
Trust,ABC)and as amended, with William C. Snyder
and Patricia W. Snyder as Trustors and Trustees;
Patricia W. Snyder having died on 3/7/2010, the I
beneficiary is Karen L. Greise, niece of decedent,
owned the following assets: (The trust documents are
considered confidential, and will be submitted directly
to the Pa. Department of Revenue.)
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2 Premises 1221 Newburg Road, Southampton 190,000.00 190.000.00
Township, Cumberland County, Pa., Deed Book
Volume 36E, Page 1104, Map Ref.#39110312014;
appraisal attached
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3 Altoona First Savings Bank Checking Acct. 25,954.75 j 25,954.75
200054649
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4 Altoona First Savings Bank CD Acct. 213002334 102.917.77 102,917.77
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5 Community State Bank of Orbisonia CD Acct, 250,690.07 250,690.07
1131527
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6 F& M Trust CD Acct. 390154740 132,842.32 132,842.32
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7 Fulton Bank CD Acct. 025-0206950 10,313.62 10,313.62
8 Hometown Bank CD Acct. 602057 138,457.36 138,457.36
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9 Hometown Bank CD Acct. 603328 34,713.77 34,713.77
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10 Orrstown Bank Checking Acct. 10301002 26,184.15 28,184.15
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11 Orrstown Bank CD Acct. 4000042799 100,013.15 100,013.15
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TOTAL(Also enter on line 7,Recapitulation) 1,391,970.74
Summary Apprdeal Report
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE PENNSYLVANIA NO. BL009566 I
BUREAU of INDIVIDUAL TAXES
DEPT.280601 INHERITANCE AND ESTATE TAX
HARRISBURG,PA 17128-OW1 OFFICIAL RECEIPT
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Received From:
KAREN L GREISE
545 S JULIANA STREET
BEDFORD,PA 15522
ACN
ASSESSMENT
CONTROL
--Fold Here NUMBER AMOUNT --
101 — 246,978.72
ESTATE INFORMATION: SSN: 211-18-3514
FILE NUMBER
0712-0259
NAME OF DECEDENT (LAST) (FIRST) (MI)
SNYDER WILLIAM C
DATE OF PAYMENT
06/11/2012
POSTMARK DATE
06/11/2012
COUNTY
BLAIR
DATE OF DEATH
03/11/2012 —
REMARKS TOTAL AMOUNT PAID 246,978.72 I
A ROSENSTEEL CHK#25458
RECEIVED BY MARY ANN BENNIS
Register of Wills
SEAL
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