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Home My WebLink About02-0617 REV-1500 EX (6-00J \\-\~ I OFFICIAL USE ONLY ~ ,/ . . COMMONWEALTH OF REV-1 500 PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 - 2002 _0612-__ -- COUN\'l' CODE YEAR NUMBER CECECENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NU MBER I- Snelbaker, Berwyn E ~59-24-a530 z IJJ OA.TEOFOEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-OO-YEAR) THS RETURN MUST BE FILED IN DUPLICATE WITH THE Q 04(23(2002 12(~4(192a IJJ REGISTER OF WILLS u IJJ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Q Snelbaker, Yvonne M w [2{] 1 Original Return D 2, Supplemental Return D ). Remainder Return (dale of death prior to 12.13-82) I- ::::c:~tn D4 D 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Return Required ,,0::': Lim ited Estate wOo" [2{] D lOOO 6 Decedent Died Testate (Aitach copy of Will 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ B. Total Number of Safe Deposit Boxes ,,0:-' Oom D9 10, Spousal POIerty Cre1it Idale of death b~lween 12-3\-91 and 1-I-GS) D 00 Litigation Proceeds Received D 11. Elecl'ron to tax under Sec. 9113(A) (Ana<;/! S<;/! 0) '" THis'.sScTioNMllST"'ElECOMPLErEoiAl..C.'coRRESPONOENCE'ANOllPIIlIiIOENtIAl,ti.X.'J./fORr,iATIPI<lSHQUlO'SE'DtRE;<:TE;OTO, >- NAME COMPLEiE MAILING ADDRESS z w Sne1baker c Richard Co 44 West Main Street z 0 F\RM NAME (If Applicable) Mechanicsburg, 17055 .. PA "' w Sne1baker, Brenneman & Spare, PoCo i2 8 TElEPHONE NUMBER 717-697-8528 1 Real Estate (Schedule A) (1) 0.00 OFFIQt>L USE ONl 'J' 2. Stocks and Bonds (Schedule B) (2) 0.00 . 0.00 3 Closely Held CorpOlCltion, Partnership or Sole-Proprietorship (3) 4 Mortgages & Notes Receivable (Schedule OJ (4) 0.00 5 Cash, Bank Deposits & Miscellaneous Personal Property 36,969.70 (Schedule E) (5) Z 6 Jointly Owned Property (Schedule Fl (6) 0.00 0 o Separate Billing Requested 1= j 7 Inter-Vivos 1ransfers & Miscellaneous Non-Probate Property (7) 10,779.93 ::> (Schedule G or L) l- ii: 8 Total Gross Assets (total Lines 1-7) (8) 47,749.63 <t u 12,995.60 IJJ 9 Funeral Expenses & Administrative Costs (Schedule H) 19) a:: 10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule l) (10) 0.00 11 Total Deductions (total Lines 9 & 10) (11) 12,995.60 12 Net Value of Estate (Line 8 minus Line 11) 112) 34,754.03 13 Charitable and Governmental Bequests/See 9113 Trusts for 'Nhich an election to tax has not been 0.00 made (Schedule J) (13) 14 Net Value Subject to Tax (Line 12 minus Line 13) (14) 34,754.03 see INSTRucnONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amount of line 14 taxable at the spousal tax 34,754.03 0.00 Z rate, or transfers under Sec. 9115 (a)(1.2) , 0:::_(15) 0 0.00 >= 16 Amount of Line 14 ta;tab\e at lineal rate 0.00 , 04~(16) '" I- ::J 0.00 0.00 00 1? Amount of Line 14 taxable at sibling rate , 12 (17) :; 0 0.00 0.00 " 18 Amount of Line 14 taxable at collateral rate , 15 (18) X 0.00 '" 19 Tax Due (19) I- CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Lf ;:0 o :>:> BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2'/'140451000 Decedent's Com lete Address: STREET ADDRESS . 104 East Clearview Drive Ham den Townshi CITY C Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Cumberland Count STATE FA ZIP 17011 (1) 0.00 0.00 0.00 0.00 Total Credits (A + B + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty 0.00 0.00 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) 5. !f Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE, (5B) 0.00 :flMll:ll!IlIIMllllHJIliI!lMl'IB1111Ilili:W:llllHEtillmlUtUl0tl'i'illtttlillE;ii1lliffifmt@]!imliru$itlllillJl!llillllllii!llilll'JlJ!iUlIIll!!FMlllliILll' PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . D b. retain the right to designate who shall use the property transferred or its income;. D c. retain a reversionary interest; or '" . . . . . . . . . . . . . . . . . . . . . D d. receive the promise for life of either payments. benefits or care? . . . . . . . . . D 2. If death occurred after December 12, 1982. did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [ZJ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties 01 perjury. I declare that I have examined this return, including accompanying schedules and statements. 8nd to lt1e pest of my knowledge and belief. it is true, correct and complete Deci8rlillion of preparer other then the personal representative is based on 811 information of which preparer h8S any knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG ETUR Yes No IXJ [2{] [2{] [2{] IRJ IRJ AOOR 55 104 SIGNA TUR camp Hill, PA 17011 DATE al/3fo3 ADDRESS We ~n street P.O. Box 18 Mechanicsburg, FA 17055 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sUNiving spouse is 3% 172 P S99916 (s) (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, 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 surv\'Jing spouse is the only beneflc'lary 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 ,5, 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 45%, except as noted in 72 P,S, S 9116(12) [72 P.S. S9116(a)(1)] The tax. rate imposed or, the net value oftransfersto orfor the use ofthe decedent's sibHngs is 12% (72 PS 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 2W46461.000 .::.,- '~oscx+ \i.'3>) cOMMONWEAL TH OF PEHNSYL VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Snelbaker I Berwyn E FILE NUMBER 21-2002-0617 I nclude 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 NUMBER DESCRIPTION 1. DST Systems, ING Funds, Investment account #9911035793, Decedent owned 1,995.825 shares valued at $6.779 per share VALUE AT DATE OF DEATH 13,529.70 2 1996 Dodge Caravan Automobile, value determined by obtaining the average of following figures: 5,007.50 Trade-in value If sold by Individual Sale Sub-total $ 4,230.00 $ 5,785.00 $10,015.00 Average equals $10,015.00 1 2 = $ 5,007.50 3 2001 Dodge Dakota Truck, value determined by obtaining the average of the following figures: 18,432.50 Trade-in value If sold by Individual sale Sub tota~ $17,110.00 $19,755.00 $36,865.00 Average equals $36,865.00 1 2 = 18,432.50 TOTAL (Also enter on line 5, Recaoitulation) $ 36,969.70 ..,';(iAC :coco (If :TlOre space IS needed Insert additional sneets otthe same size) REV-1510.EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT CECEDENT ESTATE OF Snelbaker, Berwyn E SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-2002-0617 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. CEs::RIPTION OF PROPERTY %OF ITEM INCWce: THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMBER DECEDENT ANDn-E QA,TE OF TRANSFER. ATTACH ACOPY OF THE VALUE OF ASSET INTEREST IF APPUCABLEl DEEOFORREAlESiAl"E. ,. OST Systems, ING Funds, IRA 10,779.93 100.00 0.00 10,779.93 Account #9000871672, Decedent owned 1,590.195 shares valued at $6.779 each . , TOTAL (Also enter on tine 7, Recapitulation) $ 10,779.93 (If more space IS needed, Insert additional sheets of same siZe,) ~'N46;..F ;:,QCO REV-lOll EX + (1-97) COMMON\^/EA.L TH OF PENNSYLVANIA INHERITANCE TAX RETURN RES1CENT CECECENT ESTATE OF Snelbaker, Berwyn E SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2002-0617 Debts of decedent must be recorted on Schedule l. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERi'J.. EXPENSES, ,. Malpezzi Funeral Home, Inc. , funeral services 8,332.80 2 Rolling Green Cemetery, opening of grave 870.00 3 Davenport's Italian OVen Restaurant, catering funeral 172.80 luncheon 4 B.J. 's Wholesale Club, paper supplies for funeral 65.00 luncheon B. ADMINISTRATIVE COSTS: ,. Personal Representative's Commissions 0.00 Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip . Year(s) Commission F'aid: 2. Attorney Fees 0.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Snelbaker, Yvonne M Street Address 104 East Clearview Drive City Camp Hill State PA Zip 17011 Relationship of Claimant to Decedent Spouse 4. Probate Fees 45.00 5. Accountant's Fees 0.00 6. Tal'.. Return Preparer's Fees 0.00 7. Register of Wills, Cumberland County, filing fee for 10.00 Inheritance Tax Return i TOT AL (Also enter on line 9, Recapitulation) $ 12,995.60 ~.,46AG 2.::0:: (If more space is needed, insert additional sheets of same size) REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITAJ\!CETAX RETURN RESICENT CEO':CENT EST ATE OF Snelbaker Be'l'"W'Vn E NUMBER I, NAME AND ADDRESS OF PERSON(S) RECEIVING PROPER1Y TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)} Snelbaker, Yvonne M 104 East Clearview Drive Camp Hill, PA 17011 ,. FILE NUMBER 21-2002-0617 RELATIONSHIP TO DECEDENT Do Not List Trus-tee.{s) Spouse AMOUNT OR SHARE OF ESTATE 34,754.03 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ASOVEON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ,. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I 2W46AI1 QOO 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) $ 0.00 LAW OFFICES SNEL.BAKER Be ELICKER LAST WILL AND TESTAMENT I, BERWYN E. SNELBAKER, of the Township of Hampden, County of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executrix or Executrices, as the case may be, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto my wife, YVONNE M. SNELBAKER, absolutely and in fee simple, if she survives me by as many as sixty (60) days. THIRD. If my said wife, YVONNE M. SNELBAKER, does not survive me by as many as sixty (60) days, then and in that event, I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, in equal shares unto my three (3) children, namely, SHERYL L. HOLLOWAY, JANICE L. ANTONICELLI and LORETTE M. SNELBAKER, share and share alike, absolutely and in fee simple. If any of my said children should predecease me and leave lawful issue to survive me, I order and direct that the share or interest of my Estate attributable to any such deceased child shall be distributed unto his or her lawful issue per LAW OFFICES SNELBAKER 8: ELICKER stirpes by representation and not per capita, subject, however, to the protective provisions of Item Fourth hereinbelow. If any child should predecease me without leaving lawful issue to survive me, I order and direct that the foregoing bequest to such deceased child shall lapse and the foregoing residuary disposition shall be made to my surviving children or their substituted issue, as appropriate. FOURTH. I order and direct that the distributive share of my Estate attributable to any beneficiary who has not attained the age of twenty-three (23) years at the time of distribution shall be paid over and delivered unto THE FIRST BANK AND TRUST COMPANY OF MECHANICSBURG, PA., (or its successor by merger, consolidation or other corporate reorganization) as my testamentary Trustee, IN TRUST, NEVERTHELESS, to hold, manage, invest, accumulate income and reinvest until said beneficiary attains the age of twenty-three (23) years (without the right of anticipation or assignment), at which time said trust shall terminate and the then remaining net balance of said trust shall be distributed to the beneficiary absolutely. During the existence of said trust, I authorize and empower my said Trustee in the exercise of its sole discretion to use, consume, expend and apply from time to time such amounts of income and principal as it may determine to be necessary and proper for the education of such beneficiary, taking into consideration the primary obligation of the beneficiary's surviving parent to provide for such education. The term "education" shall be construed to mean college or other post-highschool training which is intended to increase the beneficiary's productivity as an adult or to enhance his or her quality of life. LASTLY. I nominate, constitute and appoint my wife, YVONNE M. SNELBAKER, to be the Executrix of this, my Last Will -2- " LAW OFFICES SNELBAKER 8: ELICKER and Testament, but if for any reason she should fail to qualify as such Executrix or cease so to serve, then and in that event, I nominate, constitute and appoint my daughter, SHERYL L. HOLLOWAY, to be the Executrix hereof. If each of the above named persons should fail to qualify as my personal representative hereunder or cease so to serve, then and in that ultimate event, I nominate, constitute and appoint my daughters, namely, JANICE L. ANTONICELLI and LORETTE M. SNELBAKER, to be the Executrices of this, my Last will and Testament. I order and direct that none of the above named persons shall be required to post bond or other security as a condition of qualification as my personal representative hereunder. IN WITNESS WHEREOF, I, BERWYN E. SNELBAKER, have hereunto set my hand and seal to this, my Last Will and Testament which consists of three (3) typewritten pages to affixed my signature this :2 dQ.- day of each of which I have One Thousand Nine Hundred /J)/l-y Eighty-nine (1989). A.D. , Lib ~ L~L./ , / (SEAL) The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testator, was on the date thereof signed, sealed, published and declared by BERWYN E. SNELBAKER, the Testator therein named, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names I . /n~t-- '}JI\, -1-~3 f. r. .... -3- ~ . ~ COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND we, BERWYN E. SNELBAKER, RICHARD C. SNELBAKER and JANET M. FORRY, the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last will and Testament and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will ,as a witness and that to the best of his or her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. WItness ()<fA/ctf- )11, h-\...A...LOL. . witness u SUbscribed, sworn to and acknowledged before me by BERWYN E. SNELBAKER, the Testator, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANET M. FORRY, witnesses, this-<"''/ day of '----7..i(~c., .7 , 1989. e~ --Q ~ /L-L. ..~/Jic (", A L~ Notary Publ~c N:/.)r!dr.cnl (:~U1-'!rln!' t..l~tu.'::l'JIT':~ Nl?ttry Publ!t f..~'i't!!~,::.~:;1'/H~ e~~;-t:t f.:'jmh-~~!1-r!-rl C11Umy ~;:)' \>~~"\:ii';;:~::;f: [r~dm::-' r-,?f!~. ~aJ 1!r;'1} ~~''''''''''--_''_'__W'_'''H~,_'''''~_,~_.",_",_ ?'; ,., t. ::'.-'2::',.';!1V.;;)~i .'\;$5"IH.illitiun;f ii~ttties LAW OFFICES 3AKER 8: ELICKER PETITION FOR PROBATE and GRANT OF LETTERS 2'-02- ~,"'\ Estate of BERWYN E. SNET.RAKER also known as No. To: Register of Wills for the . Deceased. Connty of Cumberland in the Social Security No. 159-24-8530 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut in the last will of the above decedent, dated May 2, and codicil(s) dated None rix named , 19~ (state relevant circllmstances, c.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 104 East Clearview Drive. Hampden Township (Camp Hill 17011) (list street, number and muncipality) years of age, died April 23, , PI' 2002 , at Cumberland Count Penns 1 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: None Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: Unestimated $ $ $ $ Non@.: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testRln"otRry (testamentary; administration c.La.; administration d.b.n.c.La.) theron. , " u C " :g3 "" C<" C -00 c"':; (';I";:: 3~ "~ 00 ;; c " in l-~n?lM.~nitJ:~ 104 East Clearview Drive Camp Hill, PA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I ,~ r 88 COUNTY OF CUMBERLAND ) 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 represen- tative(s) of the above decedent p-<:titioner(s) will well and truly administer the estate according to law. Sworn to or affirllJj'€h and subscribed ?/VhL>u ?!l-o~<-L/..,""LA. ~ before me this day of ~ Yvonn M. Snelbaker ~ Jul IlJIx 2002 __ !:? ~ " ~ Register ~ l.~ ____ No. ZI-02.-l.DI' Estate of BERWYN E. SNELBAKER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW July 9 ~ 2002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated May 2, 1989 described therein be admitted to probate and filed of record as the last will of Berwyn E. Snelbaker and Letters Testamentary are hereby granted to Yvonne M. Snelbaker FEES P 25.00 robate, Letters, Etc. ......... $ Short Certificates( ).......... $ 6.00 ~ ~.?~G\'?,.. $ 9.00 JCP $ 5.00 TOTAL _ $ 45.00 Filed "'" 7.-.Q'7fPP.4 . . . . . . . . . . . . . . . . . . . . mailed to atty on 7-9-02 B (717) 697-8528 PHONE Tl1is is to certif}' that the information here given is corrccdy copied from an original certificate of death duly filed with me as Local ~egistraL The origin~:d certificate wit! be forwarded to the State Vital Records Office for permanent'filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. (ff/,i1i/iiHffI;;;;;C,,,,, ,,"'c \>.\l~ Of PEl;..... "''''''/~'4'''' \,\~ ~"':. l~r. ....~~\ f::E/, --. \I~% ~ SI"f..' i:b~ .. , .' .. .' S '*~<~.... .j*, ~~~. I~" ~~~~___./,(~,l" ,.,';?lAfENl 0\ ~ "" ""'IIIIIIHIIIIII111/11' f~~-A''':" I/r 1.L1. ~on Local Registrar Fec for this certificate, $2.00 P 8204092 C2 JJA.d I ,) ~ doC! ;). Date 0I,0,;<3A...2187 COMMONweALTH OF PENNSYLVANIA. OEPAR'fMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH ,YPL'PH'Nl '" P[RMIINu..r IlLII(:It'NK N_EOfDEC~DfNTlf~..MoO<M.l""l , Berwyn E. Snelbaker ~.~~---~-==-==~~ SEX 2. Male Sl"'E'U~ SOCIAL SECURIT'YOlUIoI8tR .. 159 24 8530 O,uEOFOUJIt.ucn.r.Ot.,._l ..April 23, 2002 11m: (('sr B.,,,,,,,v1 VHOER I ylSI\fI loIonI... Oara UNDER I DItt -1-- PlJaCW!lEIlTHICI>ec......."""."_,.....'uc'''''..''''__' HOSI>llAL 1"1>0,....0 E~..nl~ , k FI\CIUl'l"NII..E III ""' ,""''''''''". 9"'''.......ananumbOlrl -iiIRfHPi:.i.c~;c.I"/....d ,....0I'.-C<.N9"eoo..."yl DECEDENT'SUSUAl.OCCUNtlON ~_~~o::''::~~ . 11.. Foreman t 11 of PA~ DECEDENT'SMI\I\.IflOAOOAESS(S1r",C~.s..,ZoIlCOOo\ EOEKf'S I\ClUI\l ~""'"'" ...- ""__. '- 11..",5<1 IIWllTALSTI\TUS._ -~.-...". ......- 1.. ad llc.~ -..__ ~_LJ ::.....,0 . 73 COUNT'Y OF DeA11-1 '" . Cmlber land !W:(:.__.IllWOl<.._._ ,-, white """""""""" 'N........__' . Yvonne Malone ... fRHEfI.S_IF......,.,..Ulll II. Ben . amin Snelbaker lNf'QIWN(T'SN"O.U,E(1~ __ Yvonne Snelbaker iEltlOOOFOlSI'OSlTlOH .......1Jl ~O __so._O -- ,~ Cmlber land ~ - -... -......1 11\11.0 :;"'-:::::... MOTtER.SNAMlElF...ModIk_Sut....-...j It.. Katherine Va Brenizer lNFOfUA.UtT"SI,l,l\l.lNOAllIlAESS\Sl'....~._.r..,CoWI .104 East Clearview Dr! ve PLACEOF-OlSPOSf1lOJI."'--Dl~C.......,.., ._- - 1701.SlM 104 East Clearview Drive camp Hill, PA 17011 - -L 21cP.ol1ing Green Mem Park 21".carnp Hill, PA 17011 NAloIIEANDI\IlOfIESSOffACIUT'Y ~.Malpezzi 8 Market Plaza Way Mrla1iat:urg m 17055 LlCfNSE_BER DIlTE$lGNED /J !Mo<W>.o.w._I,/ hll.V<-'.--fP'C?',.ft!C"?- ~ 230. ,,",/?-:I''01.- -SCASEREFERREDTO:o-lilWol.HEWCOROHE:f11 ~ K. ,-- :-- :-.....- : , o u o o j - 2002 [..c.~~ 2<1. M as. n. PIlfIT I: ~n(..u,.di_.,"pa"..."'C<IftllllICaI__hCllUH<l''''''''.'h Pa""'.n'''I''''_aldVing..oJ<lI..<~<>iO<:''',.~(at"ry,,,,,,,,__,,,'''''''I'''''''t L...on/VaM.....""HC/'I... /) _DIAJlClIUlil(h"'" I' _A_ :::->lI":;=r'- .. L---.rr 4--C; . OUIEIO(ORASACOU'lEOIIENCEOI-) p,UnI; Ol/WII9*...c<:ondiliano_ilPuliRg......... boll ........alrIQin...~__inPI\RT. ~L' . I 0\JE1OjOR"5I1CCt&0V't~0f); .----------oiiElOlori"A.S:.;;-cONSlQijt"'NCf(j'i:---~~-- a ._ ... WEflE1dJTOPSVFINDlNG8 MANN(ROFOEIITH -.<-A8LEPf'lIORJO COIM'lETIONOfCAUS€ 0UiJt\1 ../ ~0 _D MIl 0 i ~~-1'"-. i , /H;r::;~::;~h; J:,/.., . -u..ilr,,-:e.~ i':,f.~ '>-A:4 U '. -. B' [) o lMTE"OF,rLlURY (MoMlOay,_l TIUEOFlNJlJflV IN)URV/(fw<)RK7 DESCfllllEHOW<>LWRYOGCUWlED - [) [) [J ~Qflli.lUP.Y'''''_,_._.tM:\U'f._ M. ~"'e,5poo;""l - ~. _ 0 NaO -. P<OAOng_'I/&Iion "MWICAL IEX"".NERlCORONIiR Oollh.lHoll. al.uml...Uo.. .ndlGf i..v.III....lIo... ill mv apinlo". d...h ac.u,,,d .11'" 11m.. d.I., ~nd plact, MId dut 10 UM c.""{.'''''' ...t......................... ................,.,."'..................-....... ..... ............................... ". REGISt II 'SSlGNMVREIINONUUBE Jv.-.~~ 102, ( ,GI-,/.:<I I <<6, .:tCJtJ :l. , -~ Ciluld....boooHl....."-' 2... 2Ill. ColRTlf"l.f.l'l'C.....",....""'" .CERTIFVINGPttYSICI..."(Pt>_<..-liyono;Jcau..~""""'_""'""..Ch."""""....pI""OI.InetId"""'n~na,,()"npl.".o"""'t"J1 lo__Ql""~....lIlhaec..".,d_......o.uu(.l~nd"'.n...'..._.. B .PMOMOI/NClNGIINOCUtTlf'l'_PttVSICIAN(Pt>....""'OOlh;>O""""'''''''Ii "...."'''''<lc....,dY'''II!ac''''..ol <le<Ilnl Tal""_al..'.no~._Ihac:.........I...._......,.nclpl...._d..........~.I.""m.nn.'.."'.1.... LAST WILL AND TESTAMENT I-O~- ln~~ I, BERWYN E. SNELBAKER, of the Township of Hampden, County of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executrix or Executrices, as the case may be, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto my wife, YVONNE M. SNELBAKER, absolutely and in fee simple, if she survives me by as many as sixty (60) days. THIRD. If my said wife, YVONNE M. SNELBAKER, does not survive me by as many as sixty (60) days, then and in that event, I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, in equal shares unto my three (3) children, namely, SHERYL L. HOLLOWAY, JANICE L. ANTONICELLI and LORETTE M. SNELBAKER, share and share alike, absolutely and in fee simple. If any of my said children should predecease me and leave lawful issue to survive me, I order and direct that the share or interest of my Estate attributable to any such deceased LAW OFFICES II child shall be distributed unto his or her lawful issue SNELBAKER & FLICKER pe r provisions of said Will, and I do hereby aCknowledge that I, this day have, had and received of and from Yvonne M. Snelbaker, Executrix of the Estate of Berwyn E. Snelbaker, the cash, personalty and/or real estate set opposite my name in the above statement of Proposed Distribution, in full satisfaction, payment and discharge of all such sum or sums of money, legacies and bequests, share or shares, purports and dividends which were due, owing and payable and belonging to me, by any means whatsoever, for or on account of my full share, part or dividend of the Estate of Berwyn E. Snelbaker, Deceased. NOW, THEREFORE, I, the said Yvonne M. Snelbaker, do by these presents, remise, release, quit-claim and forever discharge the said Yvonne M. Snelbaker, her heirs, executors and administrators, of and from my said shares or dividends of the Estate aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or of any act, matter, cause or thing whatsoever, from the beginning of the world to the day and date of these presents. AND, desiring to avoid the delay and expense of the settlement of said Estate by filing the foregoing Account of said administration in the Office of the Register of Wills of said Cumberland County and by having the balance in the hands of the Executrix, as shown by said Account, distributed by the Court of Common Pleas of Cumberland County - Orphans' Court Division, I do LAW OFTICES SNEL8AKER BRENNEMAN & SPARE 2 and Testament, but if for any reason she should fail to qualify as such Executrix or cease so to serve, then and in that event, I nominate, constitute and appoint my daughter, SHERYL L. HOLLOWAY, to be the Executrix hereof. If each of the above named persons should fail to qualify as my personal representative hereunder or cease so to serve, then and in that ultimate event, I nominate, constitute and appoint my daughters, namely, JANICE L. ANTONICELLI and LORETTE M. SNELBAKER, to be the Executrices of this, my Last Will and Testament. I order and direct that none of the above named persons shall be required to post bond or other security as a condition of qualification as my personal representative hereunder. IN WITNESS WHEREOF, I, BERWYN E. SNELBAKER, have hereunto set my hand and seal to this, my Last Will and Testament which consists of three (3) typewritten pages to each of which I have affixed my signature this ~~ day of ~/~y A.D., One Thousand Nine Hundred Eighty-nine (1989). / (SEAL ) The preceding instrument, consisting of this and two (2) LAW OFFICES SNELBAKER & FLICKER other typewritten pages, each identified by the signature of the Testator, was on the date thereof signed, sealed, published and declared by BERWYN E. SNELBAKER, the Testator therein named, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as itn sses hereto. ,. COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND We, BERWYN E. SNELBAKER, RICHARD C. SNELBAKER and JANET M. LAW OFFICES SNELBAKER & FLICKER FORRY, the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best of his or her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by BERWYN E. SNELBAKER, the Testator, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANET M. FORRY, witnesses, this ~~r~ day of ~--7~~~~ 1989 . Notary Pub it c "~:.r~~l ~eA9 ~3%f~a>is~A F:. ~?~s;~tt!^: ~E®tsd3r ~3t~iE~ i.~14~{'.~.F;:.~s1::~+~~~ v 3` v'+ii~ S"~~#kti?~$':^r,:PL3 ~,:t2tlill~ __ ...... m...„..,.,~..,,,... ~..,.. ..~,~.....~.........~ ..... ~. f ~/. ~-~..L- Witness ;2/- OJ.. -0/7 RECEIPT AND RELEASE WHEREAS, Berwyn E. Snelbaker, late of Hampden Township, County of Cumberland and Commonwealth of Pennsylvania, died on April 23, 2002 having first made his Last Will and Testament in writing probated before the Register of Wills of said Cumberland County on July 9, 2002, and Letters Testamentary were issued on the same date to Yvonne M. Snelbaker, the Executrix named in the Last Will and Testament of said Decedent; and WHEREAS, said Executrix has entered upon and completed her administration of said Decedent's Estate as set forth in her First and Final Account attached hereto, and intends to distribute the net balance of the assets of said Estate to the person named in the statement of Proposed Distribution also attached hereto, both of said documents being incorporated herein by reference thereto; and NOW KNOW ALL MEN BY THESE PRESENTS, that I, Yvonne M. Snelbaker, being the principal legatee and distributee named in the Will of said Decedent and the person entitled to share in the residuary distribution of the Estate of said Decedent, do hereby declare and say that I have examined the attached Account and statement of Proposed Distribution, and find the same to be true and correct, and in strict accordance with the terms and LAW OFFICES SNELBAKER BRENNEMAN & SPARE 1 LAW OFFICES SNELBAKER BRENNEMAN & SPARE COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) On this the ~'"1!L day of ,JUlie 2003, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Yvonne M. Snelbaker, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. i-J-~l~l<~ Notary Public Notarial Sao' Sandra K. Showam, Notary PubIlc MoohoniC8buIII ~ o..tle,land Court\y My CommIa8/OI1 elpIl'llll Nov. 22. 2003 MemlJef.~' A!l<1OO'1!l\O"'" 4 LAW OFFICES SNELBAKER, BRENNEMAN & SPARE hereby agree that the foregoing Account and Statement concerning the matter of settlement may be recorded with the same effect upon me as if the same had been reported upon by said Court, in a decree of distribution made on such proposed Statement of Distribution by the said Court of Common Pleas - Orphans' Court Division. AND in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas - Orphans' Court Division, that I, the said Yvonne M. Snelbaker, do hereby agree that if any debts or demands other than those included in the above referenced First and Final Account, as hereinbefore set forth, shall be hereafter recovered against the Estate of said Decedent and be legally payable out of the same, that I will return to the said Executrix such amounts thereof as may be necessary to pay such debts or demands. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 5~ day of Jw,~ 2003. "~~ r"<~.s:,~ vonne . Sne baker (SEAL) 3 ESTATE NO. 21-02-0617 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY YVONNE M. SNELBAKER, EXECUTRIX OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF BERWYN E. SNELBAKER, DECEASED, LATE OF HAMPDEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Yvonne M. Snelbaker, Executrix as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: April 23, 2002 July 9, 2002 DA TES EXECUTOR NOTICE ADVERTISED: Cumberland Law Journal Patriot-News N/A N/A FIRST AND FINAL ACCOUNT PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with the receipt of the following items of Decedent's Personalty valued as of the date of Decedent's death: 1. DST Systems, ING Funds, investment account #9911035793 2. 1996 Dodge Caravan Automobile 3. 2001 Dodge Dakota Truck TOTAL. PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Decedent's Personalty Account: 1. Malpezzi Funeral Home, Inc., funeral services 2. Rolling Green Cemetery, opening of 9rave 3. Davenport's Italian Oven Restaurant, catering funeral luncheon 4. B.J.'s Wholesale Club, paper supplies for funeral luncheon 5. Snelbaker, Brenneman & Spare, P.C., costs advanced on behal of Estate: a. Register of Wills, probate fees b. Register of Wills, filing fee for Inheritance Tax Return c. Register of Wills, short certificates TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: LAW OFFICES SNELBAKER BRENNEMAN 8: SPARE Page 1 $ 13,529.70 5,007.50 18,432.50 $ 36,969.70 $ 8,332.80 870.00 172.80 65.00 61.00 45.00 10.00 6.00 $ 9,501.60 Page 2 $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges herself with the receipt of the following income from the investment of Personalty Principal: TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY - INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Personalty Principal Account: TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with the receipt of Decedent's Real Estate as follows: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Real Estate Principal Account: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: REAL ESTATE -INCOME ACCOUNT DEBITS The Accountant charges herself with the receipt of the income from the investment of Real Estate Principal Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: REAL ESTATE - INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: LAW OFFICES SNELBAKER BRENNEMAN & SPARE LAW OFFICES SNELBAKER. BRENNEMAN & SPARE PERSONALTY: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY REAL ESTATE' PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: TOTAL FOR DISTRIBUTION' RECAPITULATION Page 3 $ 36,969.70 $ 9,501.60 $ 27,468.10 $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ 27,468.10 $ NONE $ 27,468.10 LAW OFFICES SNELBAKER BRENNEMAN & SPARE STATEMENT OF PROPOSED DISTRIBUTION Yvonne M. Snelbaker, Executrix and Accountant herein, proposes to distribute the balance of the Estate of Berwyn E. Snelbaker, Deceased, to wit: $27,468.10 in accordance with the Last Will and Testament of said Decedent as follows: 1. Yvonne M. Snelbaker 100% of residue as per Item Second of Will $ 27,468.10 TOTAL FOR DISTRIBUTION: $ 27,468.10 Page 4 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Yvonne M. Snelbaker, being duly sworn according to law deposes and says: that she is the Executrix of the Estate and under the Last Will and Testament of Berwyn E. Snelbaker, Deceased, and the Accountant herein; that there are no unpaid creditors or claimants of said Estate; that there are no persons interested in the distribution of said Estate other than as stated in the foregoing Statement of Proposed Distribution; and that the facts set forth in the foreqoing First and Final Account and Statement of Proposed Distribution are true and correct to the best of her knowledge, information and belief. Y onne M. Snelbaker Executrix and Accountant Sworn to and subscribed before me this ~ day of .J" ^~ 2003 ~QrdAhf{~~ Notary Public Notarial Seal Sandia K ShowelS, Notary PublIc Mec!lanlcsburll Boro, cu......la.od CooA'Ily My CommIssfon ExpInls Nov. 22. 2OCf3 la_at LAW OFFICES SNELBAKER BRENNEMAN & SPARE Page 5 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } 55: ~ / Yvonne M. Snelbaker being duly ~wnrn according to law, deposes and says that5he i!=; t-hF! F.,)(p~l1t-ri X" of the Estate of Berwvn E. Snelbaker lale of _..B9.]1\pden__T.Owns hip Cumberland Counly, Pa., deceased and that the wilhin is an invenlory made by Yvonne M. Snelbaker _, the said !C"prllr ri " of the entire estate of said decedenl, consisting of all the personal prop~rly and real estate, except real estale oulside Ihe Commonwealth of Pennsylvania, and Ihallhe figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. Swo rn J[ ?OOl Yvonne M. Snelbaker, Executrix 104 East Clearview Drive Camp Hill, PA 17011 Address and subscribed before me, Dale of Death NOlarial Seal Sandra K. Showers. NoIafy PubIlc IotecII8nIcSIlu Bom, CUI,obeI1t.'" My eu...1Il88Iun ExpIres Nov. 22- MemIler. PlInnsyIvIlnt8 of 23 April 2002 Oay Month Year INSTRUCTIONS I. An invenlory 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 assels. 3. Additional sheels may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of /949. U Po< - OJ H cd 0. Ul '" ..... >- -0 H ~ .-< H CD .... W ~ OJ cd '" ~ <" ~ .. ...: aJ 0 w ...: CD "- U cd I 0 Vl cd CD CD .Q i N 0 W w .Q C '" 0 J: <" .. .-< ~ "- .-< "- OJ I Z .... -' u.. OJ .. ~ .-< u.. -' <( 0 ~ "- Ul N W 0 -< w ~ ,;. > Z <" ~ - Z 0 " C " U .; Vl Z P:: 0 <" U Z w <( - '0 "- -0 H " cd .. ~I - -;: ..c: 0 CD () OJ! .D -0 .... "., a41 CD E - ..! 0 ~ I .. " 0 , -' U u: '" Inventory of the real and personal estate of BERWYN E. SNELBAKER, Deceased PERSONALTY: 1. DST Systems, ING Funds, investment account #9911035793 2. 1996 Dodge Caravan Automobile 3. 2001 Dodge Dakota Truck $ 13,529.70 5,007.50 18.432.50 TOTAL PERSONALTY: $ 36,969.70 REAL ESTATE: 1. All Real Estate in which Decedent had an interest was owned with his wife, Yvonne M. Sneibaker, as Tenants by the Entireties. $ 0.00 TOTAL PERSONALTY AND REAL ESTATE: $ 36,969.70 Page 1 J;. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Berwyn E. Snelbaker, Deceased Date of Death: April 23, 2002 No. 2002-00617 PA No. 2102-0617 To the Register: 1 certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries ofthe above-captioned estate on or about July 12, 2002: Name Address Yvonne M. Snelbaker 104 East Clearview Drive Camp Hill, P A 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE. Date: July 12, 2002 . ard C. Snelbaker, Esquire 44 West Main Street Mechanicsburg, P A 17055-0318 (717) 697-8528 r<"\ ,~'-, '1', ___1 -" '-, :'''.1 p -.i \.. r} - "7.3- /-<1' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DI~lSIOK OEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* NOTICE DF INHERITANCE TAX APPRAISEftENT, ALLOKANCE DR DISALLDKANCE OF DEDUCTION,,<.AND ASSESSftENT OF TAX ON JOINTLY HELD OR TRUST ASSETS RH~154a EX iFP Ul-qn YVONNE M SNELBAKER 104 E CLEARVIEW DR CAMP HILL PA 17011-4009 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN.lDC ACN 02-25-2003 SNELBAKER 04-23-2002 21 02-0617 CUMBERLAND 159-24-8530 02152720 Allount Rellitted BERWYN E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... RE-y=isiri-i;c-AFi'-cDi-=o31------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-25-2003 ESTATE OF SNELBAKER BERWYN E DATE OF DEATH 04-23-2002 COUNTY CUMBERLAND FILE NO. 21 02-0617 TAX RETURN WAS: S.S/D.C. NO. 159-24-8530 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02152720 FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0080305652 TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 08-28-1964 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 2,643.20 0.500 1,321.60 .00 1,321.60 .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORB FOR INSTRUCTIONS. I PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirellents af Section 2140 of the Inheritance and Estate Tax Act~ Act 23 of 2000. (7Z P.S. Sqction 9140). Detach the top portion rqverse side. -~ Make check or .oney of this Notice and sublli t with your paYllent to the Register of Wills printed on the order payable to: REGISTER OF WILLS~ AGENT. A refund of a tax credit~ which was not requested on the tax return~ IIIi1Y be requested by cOllpleting an "Application far Refund of Pennsylvania IoherHance and Estl!lte Tex" (REV-1313). Applications are aVlililable at the Office of the Register of Wil1s~ any of the Z3 Revenue District Offices or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the apprai~nt~ allawance~ or disallowance of deductions or assessment of tax (inclUding discount or interest) as shown on this Notice lIay object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department af Revenue~ Board of Appeals~ Dept. 28102l~ Harrlsburg~ PA 17128~102l~ OR --electing to have the Matter deterllined at the audit of the account of the personal representativ8~ OR --appeal to the Orphans' Court Factual errors discoverad on this assesSllent should be addressed in writing to: P4 Depart.ent of Revenue~ Bureau of Individual Ta)(es~ ATTN: Post Assessllent Review Unit~ DEPT. 280601~ Harrisburg~ PA 17128-0601 Phone (717) 787-6505. See page 5 of thq booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-15011 for an explanation of administrativelY correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death~ a five percent (5X) discount of tha tax paid is allowed. The l5X tax a~esty non-participation pqnalty is cOllputed on the total of tha tax and interest assassed~ and not paid before January 18~ 1996~ tha first day after tha end of the tax amnesty periOd. This non-participation penalty is appealable in the sa.e .annar and in tha the sa.a ti.e periOd as YOU would appeal the tax and interast that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from tha date of de8th~ to the date of pay_ent. TaMas which beca.e delinquent bafore January 1~ 1982 bear interest at the rate of six (6X) pqrcant per annu. calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 1982 will baar intarest at a rate which will vary calendar year to calendar year with that rate announced by the PA Depart-ant of Revenue. The applicable interest rates for 1982 through l003 are: Interest Daily ~ ~ fro. Year Interest ~ Vear baily Factor Interest ~ Daily Factor Yaar 1982 20X .000548 1987 'X .000247 1999 7X .000192 1983 16X .000438 1988-1991 11;:- .000301 lOOO ax .000219 1984 llX .000301 1992 9X .000247 2001 'X .0002ct7 1985 13;:- .000356 1993-1994 7X .000192 2002 6X .000164 1986 lOX .000274 1995-1998 'X .000Z47 2003 5X .0001:37 nlnterast is calculatad as follows: INTEREST = BALANCE OF TAX UNPAID X NUIIBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax baeolles delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after tha interast co.putation date shown on the Notica~ additional interest must ba calculated. \. /1- 7.3 - I L./ BUR~AU OF INDIVIDUAL TAX~S INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEKENT, ALLOWANCE DR DISALLOWANCE DF DEDUCTIONs, AND ASSESSMENT OF TAX DN JOINTLY HELO OR TRUST ASSETS RE\I~UUEKlfP tU-B!) YVONNE M SNELBAKER 104 E CLEARVIEW DR CAMP HILL PA 17011-4009 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 02-25-2003 SNELBAKER 04-23-2002 21 02-0617 CUMBERLAND 159-24-8530 02152720 BERWYN E Allount Rellitted tJYI~ d<<- e- a AW' e ',!e.L MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TO: CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y=is4-i-EX--AFP--coi-=03)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-25-2003 ESTATE OF SNELBAKER BERWYN E DATE OF DEATH 04-23-2002 COUNTY CUMBERLAND FILE NO. 21 02-0617 TAX RETURN WAS: S.S/D.C. NO. 159-24-8530 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02152720 FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0080305652 TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 08-28-1964 Account Balance Percent Taxable X A~~unt Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 2,643.20 0.500 1,321,60 .00 1,321.60 .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTIO~ OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFT~R THIS OAT~, S~~ R~V~RS~ FOR CALCULATION OF AOOITIONAL INT~R~ST. . ( IF TOTAL OU~ IS L~SS THAN $1, NO PAYM~NT IS R~QUIR~D. IF TOTAL DU~ IS R~FL~CT~D AS A "CR~DIT" ( CR), YOU HAY B~ DU~ A R~FUND. S~~ R~V~RS~ SID~ OF THIS FORM FOR INSTRUCTIONS. ) PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of 2000. (72 P.S. Section 9140). Dotach the top portion reverse side. -~ Make check or .oney of this Notice and submit with your payment to the Register of Wills printed on the order payable to: REGISTER OF WILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, .ay be requested by co.pleting an ~Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). APplications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or by calling the special 24-hour answering service for forms ordering: 1-800-36Z-2050, services for taxpayers with special hearing and or speaking needs: 1~800-447-30Z0 (TT only). Any party in interest not satisfied with the apprai~nt, allowance, or disallowance of ded~ctions or assess.ent of tax (inclUding discount or interest) as shown on this Notice may Object within sixty (60) days of receipt of this Notice by: --written protest to the PA Depar'bent of Revenue, Board of Appeals, Dept. 281021, HarriSburg, PA 17128~1021, OR -~electing to have the .attel'" deterMined at the 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 Review Unit, DEPT. 280601, HarriSburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an oxplanation of adMinistratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5~) dIscount of the tax paid is allowed. The ]52 tax Bnnesty non-participation penalty is co.puted on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax aMnesty periOd. This non-participation pgna1ty is appealable in the sa.e manngr and in the the SaMe ti.e periOd as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency~ or nine (9) aonths and one (1) day frOM the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annUM calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 1982 will bear inte~est at a rata which will vary calandar year to calendar year with that rato announced by the PA Department of Revenue. The applicablo interest rates for 1982 through Z003 are; InterQst Daily Rat. Factor - - froo V.er Interest ~ Daily Factor Daily ~ Year Inter.st Rate ~ 1982 20~ .000548 1987 9. .000247 1999 77- .000192 1983 16~ .000438 1988-1991 11X .000301 ZODD .. .000219 1984 11Z .000301 1992 9. .000247 2001 9X .000247 1985 131': .000356 1993-1994 n .000192 2002 .. .000164 1986 lOX .000274 1995-1998 97- .000247 2003 5. .000137 -~Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice iSSUQd after the tax beCOMes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assBsSIIsot. If pay.ent is made after the interest cOMputation date shown on the Notice~ additional interest .ust be calculated. . " ! 7- "/,3 - /.y 'v BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOHANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX RICHARD C SNELBAKER SNELBAKER ETAL 44 W MAIN ST MECHANICSBURG PA 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-07-2003 SNELBAKER 04-23-2002 21 02-0617 CUMBERLAND 101 Allount R..1i tted '* REY.l5"lil EI'FP U\-Ul BERWVN E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is4-;-E"X-AFP--fo'Fo3Y-NiirYcniF-jNHER-iTAi"-CE-,:A'in("PPRAisEj.iEN;:~--ALUiwANCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SNELBAKER BERWYN E FILE NO. 21 02-0617 ACN 101 DATE 04-07-2003 TAX RETURN WAS: I X) ACCEPTED AS FILED ) CHANGED I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line l~ at Spousal rate (IS) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rat. (17) 18. Amount of Line 14 taxable at Collateral/Class 8 rat. (18) 19. Principal Tax Due AY ""~nIT~: '" AHOUNT PAID DATE NUNBER INTEREST/PEN PAID 1-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Sank Deposits/Hisc. Personal Property (Schedule El 6. ~ointly Owned Property (Schedule FJ 7. Transfers (Schedule GJ 8. Total Assets (1) (2) (3) (4) (5) (6) 17) .00 .00 .00 .00 36.969.70 .00 10.779.93 IB) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule Hl 10. Debts/Hortgage Liabilities/Liens (Schedule Xl 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~) 14. Net Value of Estate Subject to Tax (9) (10) 12,995.60 .00 Ill) (12) (13) (14) NOTE: 34,754.03 X .00 X .00 X .00 X . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, submit the upper portion of this for. with your tax PBYllent. 47,749.63 1:>.995 60 34,754.03 .00 34,754.03 00 = 045 = 12 = 15 = .00 .00 .00 .00 .00 (19)= IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) RESERVATION: Estates of dQcedents dying on or before Dece_her lZ~ 198Z -- if any future interest in the estate is transferrsd in possession or enjoyment to Class B (coilateral) beneficiaries of the decedent after ths expiration of any estate far life or for years~ the Co..anwaalth hereby expressly reserves the right to appraise and assess transfer Inheritance TaKes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirellsnts of Sectlon Z140 of the Inhsritance and Estate Tax Act~ Act Z3 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and sub_it with your payaent to the Register of WIlls printed on the reverse side. --Make check or NOney order payable to: REOISTER OF HILLS", AGENT REFUND (CR): A refund of 8 tax credit, which was not requfllsted on the Tax Return~ aay be requested by cOlIPleting an "'Application for Refund of Pennsylvania Inheritance and Estate TaK" (REV-1313). Applications are available at the Office of the Register of Wil1s~ any of the Z3 Revenue District Offices, or by calling the special 24-hour soswering servicB for foras ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1~800-447-30Z0 (TT only). OBJECTIONS: Any party in interest not setJsfied with the apprajseaent~ allowance~ or disallowance of deductions~ or assesSllent of tax (inclUding discount or intersst) as shown on this NotIce aUst object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue~ Board of Appea1s~ Dept. 28102l~ Harrisburg~ PA 17128~10Z1~ OR --elecUon to heve the utter deblrllined at audit of the account of ths personal represQntative~ OR -~appeaI to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessaent should be addressed in writing to: PA Dep8rtaent of Revanue, Bureau of Individual Taxes~ ATTN: Post Assess.ent Review Unlt~ Dept. 280601, Harrisburg~ PA 17128-0601 Phone (117) 187-6S05. Sae page 5 of ths booklet ftInstructions for Inheritance Tax Return for a Resident Oacedentft (REV-1501) for an Qxplanation of adllinistratively correctable errors. DISCOUNT : If any tax due is paid within three (3) calendar .onths after the decedent.s death~ a five percent (51.) dIscount of the tax paid is allowed. PENALTY: The l5~ tax aBnesty non-participation penalty is co.puted on the total of the taK and interest assesssd~ and not paid bafore January 18~ 1996~ the first day after the end of the tax a_nesty periOd. This nan-participation penalty is appsalable In the same lIanner and in the the saae ti8. periOd as YOU Nould appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency~ or nins (9) 1I0nths and one (1) day from the date of daath~ to the date of paYllent. Taxes which became delinquent before January l~ 1982 bear interest at the rate of six (6%) percent per annulll calculated at a daily r-ate of .000164. All taxes which becaMe delinquent on and after January 1~ 1982 will bear interest at a rate which will vary froa calendar year to calendar yeer with that rate announced by the PA Depart8ent of Revenue. The applicable interest rates far 198Z through 2003 are: Interest Daily Interest Daily Interest ~~ Yeer ~~ Year ~ Year Daily Factor 1982 201:: .000548 1961 .. .000241 1999 7X .OOO19Z 1983 16~ .000438 1988-1991 11" .000301 2000 .. .000219 1984 111:: .000301 1992 .. .000247 2001 .. .000l47 1985 13" .000356 1993-1994 7X .000192 Z002 6' .000164 1986 10% .000274 1995-1998 .. .000Z47 2003 .. .000137 --Interest is calculahd as follows: INTEREST = BALANCE OF TAX UNPAID X NUlIBER OF DAlS DELINQUENT X DAILl INTEREST FACTOR --Any Notice issued after thB taK beCOMes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assess.ent. If pay.ent is IISde after the interest computation date shown on the Notice~ additional intsrest .ust be calculated. 0/ OK STATUS REPORT UNDER RULE 6.12 Name of Decedent: Berwyn E. Snelbaker Date of Death: April 23, 2002 Will No. 21-02-06] 7 Admin. No. 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: Yes X 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, ~tate the following: a. Did the personal representative file a final account with the Court? Yes No X 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? Yes - X No d. Copies of receipts, releases, joinders and approvals of formal or informal account ay be filed with the Cerk of the Orphans' Court and may be tt this report. Date: J",... .s; ;lClJ.3 / s 0'> N co 0:::': ,( Richard C. Snelbaker Name (Please type or print) 44 West Main Street Mechanicsburg, PA 17055 Address o ~ ?5 ---, ~ \3 ) ~ ;': E ,\) ::; :.sc..~ (717 I 697-8528 Tel. No. Capacity: Personal Representative X Counsel for personal representative (MAH: rmf / AM3)