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1505610101
REV-1500 °"O1-fe' 1�f
OFFICIAL USE ONLY
PA Department of Revenue pennsylvafia County Code' Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 28o6oi M jy [f 7 if
Harrisburg,PA 17128-o6oi RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMODYYYY Date of Binh MMMDDOYYYY
�y�}81- T/n
Decedent's Last Name Suffix ((D;;ece�cedent's First Name 11
Mil
N IQ E ® 1:x.1 C L / !� /Jt ] :!
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
® 1 I I I I ITTTTTLI ❑
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER of WILLS
FILL IN APPROPRIATE OVALS BELOW
1.Original Return 4W 2.Supplemental Return C/ 3. Remainder Return(date of death
prior to 12-13.82) `
C= 4,Limited Estate Q 4a.Future Interest Compromise(date of O S. Federal Estate Tax Return Required
�, It It death after 12.12.82)
Q 6. Decedent Died Testate Q 7.Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
Q 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(date of death CI 11. Election to tax under Sec.9113(A)
Y 11 1 $"� It between 12-31-91 and 1-1-95) (Attach Son.O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BEDiRECTE„y0 Ttm
Name _!1 , ,'4.A' Daytime ale hone Nurfii&r M
rCjyj,fjkVJE
1- -
t RE ST£T2bf wl -,USEANL:(4
e a cn ? o a
First line of address =5�-y W
6 o U S R a �- ry 1t
Second line of address
City or Post Office . . State 21P Code DATE FILED
lt� ECNg / CSSUkc / A_�A }. 17a s�S�97rs� 4
4orrespondeat's e-mail address; C�h'eQS 3® t tmeas .net
Under penalties of perjury,I declare that I have ex ad this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
t
it Is true,co and complete,D amtlon mparor other than the personal representative is based on all Information of which fxeparer has any knowledge.
SIGNATU OF P SON SI E FO F i RETURN DATE—
- 3
ADORE 51i1Q9 001 t t- 31 A)ASkitIren Are., Greenpot-t, Ny //9f/Y
SIGNATUR PRE RER HERT EP T'jtYfi. DATE
X ,rf�� o rte /. s1 �r) _L ?-�q/3
ADORES CHAAWS E. ZH/�/}S U 6 Cltolt XY Fdi Ae�je4i� j, .04 /7,9S76-
PLEASE USE ORIGINAL FORM ONLY
4
Side 1
1505610101 1505610101 J
J 1505610105
REV-1500 EX
Decedent's Social Security�Number
Decedent's Name: rI.
RECAPITULATION �
1. Real Estate(Schedule A). . .. .....r................................. 1, 77jTo
2. Stocks and Bonds{Schedule B} .................................... ... 2. _ 0
3. Closely Held Corporation,Partnership or Sofe-Proprietorship(Schedule C) ..... 3. . 8 [}
4. Mortgages and Notes Receivable(Schedule D)........................... 4. .� p
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. �4F� `.
6. Jointly Owned Property(Schedule F) t= Separate Billing Requested ....... 6. . A0
1. Inter-Vivos Transfers 8 Miscellaneous Non•Probaffi Property --- -- -y
(Schedule G) f= Separate Billing Requested........ 7. 1�, 00
B. Total Gross Assets(total Lines 1 through 7)................ ............. 8. y D Y T
9. Funeral Expenses and Administrative Costs(Schedule H)................ 9. �� 3' -j . 1 f 14
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) .............. 10. �L-!
11. Total Deductions(total Lines 9 and 10)............ ..................... 11. �
12. Net Value of Estate(Line 8 minus Line 11) ....... ....................... 12. -.Z'.--j ,3 7
13. Charitable and Governmental Bequests/See 9113 Trusts for which
.an election to tax has not been made(Schedule J) ........ ....... ......- 13. ap 0
14. Net Value Subject to Tax(Line 12 minus Line 13) ........................ 14.
TAX CALCULATION-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.O 0 �.; t9�0 15. 0� o.o
16. Amount of Line 14 taxable
at lineal rate X.0`LL
17. Amount of Line 14 taxable )
at sibling rate'X.12 .�- !�.{ D 17. 0 !3
18. Amount of Line 14 taxable - '
at collateral rate X.15 �r1D 18.
19. TAX DUE .. ......... ................:....:: .
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p
Side 2
1505610105 1505610105 J
• NOTICE OF INHERITANCE TAX S pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT,, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX ----'- REV-1547, EX AFP
PO BOX 290601
HARRISBURG PA 17128-0601
DATE 06-24-2013
ESTATE OF SNYDER WILLIAM A
DATE OF DEATH 04-08-2012
FILE NUMBER 21 12-0474
COUNTY CUMBERLAND
CHARLES E SHIELDS III ACN 101
6 CLOUSER RD APPEAL DATE: 08-23-2013
MECHANICSBURG PA 17055-9751 (See reverse side underObjeedons)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE — 1s RETAIN LOWER PORTION FOR YOUR RECORDS 4-
REY^1547 EX AFP (02-13? NOTICE OF FNHERZTANCE TAX APPRAISEMENT, ALLOWANCE 'OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SNYDER WILLIAM AFILE NO. :21 12-0474 ACN: 101 DATE: 06-24-2013
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 257,483.07 credit to Your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this forte with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax Payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9+893.06
6. Jointly Owned Property (Schedule F) (6) 6,361.82
7. Transfers (Schedule G) (7) 106,863.40
B. Total Assets (8) 380,601.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule N) (9) 14.343.44
10_ Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 175.34
11. Total Deductions (11) 14,518.81
12. Net Value of Tax Return {12) 366,082.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) '00
14, Net Value of Estate Subject to Tax (14) 366,082.54
NOTE- If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16, Amount of Line 14 taxable at lineal rate (16) 366.nR9-s4 X 045 = 16,473.71
17. Amount of Line 14 at sibling rate (17) . 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 .00
19. Principal Tax Due (19)= 16,473.71
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-03-201 CDO 6219 495.00 9,405.00
04-19-2013 CDO17478 54.44- 6,679.49
TOTAL TAX PAYMENT 16,525.05
BALANCE OF TAX DUE 51 .34CR
INTEREST AND PEN. .00
TOTAL DUE 51.34CR
X IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST, A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1646 EX Pap File Number ,./—/2„ /1-ILI
Decedent's Complete Address: 77 TT'
DECEDENT'S NAME
STREET AS}DRESS
CITY
Tax Payments and Credits:
1, Tax Due(Page 2,Line 19) ilCArl D( IX 37 (ee illa Aa) (1) a, /131
i�O
2. Credits/Payments
A Prior Payments
B.Discount
——� Total Credits(A+B) (2)
3. Interest (3) 3 >a9
4. if Line 2 is greater than Line i +Line 3,enter the difference. This is the OVERPAYMENT. 0
Fill in oval on Page 2,Line 20 to request a refund. (4)
5, If Line 1 +Line 3 is greater than Line 2,enter the difference.This Is the TAX DUE. (5)
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;.......... ............._.........._................ .............. ❑ N
b. retain the right to designate who shall use the property transferred or its income;...................._...................... El
c. retain a reversionary interest;or_........................................................................................................................ 0 R
d, receive the promise for life of either payments,benefits or care?...........................................,......................... ❑
2. if death occurred after Dec.12,1902,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?.............. ❑
.-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 G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 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 Jan. 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)(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 21 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 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.
72 P.S.§9116(L2)172 P.S.§9116(a)(1)].
• 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.§9116(a)(1.3)].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.
Y
i ..
REV-1511 EX+(10-06) ,
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
lti•%l;aM �� S.ydcr 2i-/z - y7I
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERALEXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions /� o
Name of Personal Representative(s) PQ I eo 1T L/lds�� f 730.ZZ
Street Adddr�e�ss� 31 "r,$//'M AN �
Cwt" e-
City Pox State Zip _JJ_94y
Year(s)Commission Paid: C/ r1/
2. Attorney Fees Cba)-IeS k7 t5h;G/ 5 11 ¢75822
3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation)
Claimant NO ONE _caa/ c-
Street Address
city State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
Tew v. Jacob �vr add;}iowc� lo'�Is,e�•, a 50, 00
6. Tax Return Preparer's Fees JJ
7. I"r 1,it tl q Fee- t- 02 c7.
d 415.00
8. Addr h'mal Aft&ki fee fD 7. .� l+1ills
TOTAL(Also enter on line 9,Recapitulation) $ ?31 , qq
(If more space is needed,insert additional sheets of the same size)
REV-1512 EX+(12-08)
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF /.,m• .i7 A Sn y der FILE NUMBER [t
YV
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Perseadl ZneoinL Ta�ei - �• i/ E �I9S/S� -
TOTAL(Also enter on Line 10, Recapitulation) s q S 4
If more space is needed,insert additional sheets of the same size.
;.
r
t
REV-1513 EX+ (11-08)
pennsytvania SCHEDULE 7
DEPARTMENT OF REVENUE ,1
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF -Snycler, N/i 111,tvy . FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS(Include outright spousal distributions and transfers under
Sec.2116(a)(1.2).]
1. -Dorof-ly Cr. Snyder prtAeeeirsed decedent 5rouse. — lizid--
.2. oS"dra Lea Rtndall
d ak9htr,- — yY —
S/ A10.5hI'vroll ff✓e., Greenport, AMY
3. JAol;M Snyder kkn
1361 Terrace Dr !-IoII;si'er, CA 15-0.2 3 �a`�i hter — yz —
!wend}, Lynne Oherrork d4 u9htu
(07(0 Charrlca PI., Sanford, FL 32771
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed, insert additional sheets of the same size.
LAST WILL AND TESTAMENT OF WILLIAM A.SNYDER
I,WILLIAM A.SNYDER,of the Township of Lower Allen,CumberlandCounty,
Pennsylvania,being of sound and disposing mind,memory and understanding,do make,publish
and declare this-my Last Will and Testament,hereby revoking and making void any and all prior
Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon after my decease as
the same can conveniently be done.
2.
All the rest,residue and remainder of my Estate,real,personal and mixed,whatsoever and
wheresoever situate,I give,devise and bequeath to my beloved wife,DOROTHY G.SNYDER,to
her own use and benefit absolutely.
3.
In the event,however,that my said wife should predecease me,or should die at about the
same time as I die,such as in a disaster common to both of us,I give,devise and bequeath my said
estate to my issue in the following manner,= iSC am: one-fourth(1/4)to SANDRA LEA
KENDALL;one-half(1/2)to JUDITH SNYDER KING;one-fourth(1/4)to WENDY LYNN
BISER.
4.
I nominate,constitute and appoint my wife,DOROTHY G.SNYDER,to be the Executrix
of this my Last Will and Testament. In the event that she should predecease me or for any reason
be unwilling or unable to act as such Executrix,I nominate,constitute and appoint my daughter,
SANDRA LEA KENDALL,to be executrix in her place and stead. I further direct that they shall
not be required to file bond or other security in the Office of the Register of Wills for the purpose
of administering my Estate.
IN WTINESS WHEREOF,I have hereunto set my hand and seal this �day of
4 - ,A.D. 1994.
4 (SEAL)
WILLIAM A.SNYDER
Signed,sealed,published and declared by the above-named WILLIAM A.SNYDER as
and for his Last Will and Testament,in the presence of us,who at his request and in his presence,
and in the presence of each other,have hereunto subscribed our names as witnesses.
1