HomeMy WebLinkAbout02-1110COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 71 28-060 7
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 001919
SCHERER MICHAEL A ESQUIRE
17 WEST SOUTH STREET
CARLISLE, PA 17013
fold
ESTATE INFORMATION: ssN: i97-o5-57os
FILE NUMBER: 2102-1 1 10
DECEDENT NAME: SNYDER BETTY E
DATE OF PAYMENT: 1 2/06/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/17/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $1,094.53
TOTAL AMOUNT PAID:
REMARKS: MICHAEL SCHERER ESQUIRE
CHECK# 612
INITIALS: AC
SEAL RECEIVED BY: MARY C. LEWIS
REGISTER OF WILLS
S 1, 094.53
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 77128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
N0. CD 001920
SCHERER MICHAEL A ESQUIRE
17 WEST SOUTH STREET
CARLISLE, PA 17013
fold
ESTATE INFORMATION: ssN: is7-o5-57os
FILE NUMBER: 2102-1 1 10
DECEDENT NAME: SNYDER BETTY E
DATE OF PAYMENT: 1 2/06/2002
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 02/ 1 7/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 53.41
TOTAL AMOUNT PAID:
REMARKS: MICHAEL A SCHERER ESQUIRE
CHECK#6715
INITIALS: AC
53.41
SEAL RECEIVED BY: MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
MICHAEL A SCHERER
17 W SOUTH ST
CARLISLE PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX ~FP (O1-DS)
DATE 02-03-2003
ESTATE OF SNYDER BETTY E
DATE OF DEATH 02-17-2002
FILE NUMBER 21 02-1110
COUNTY CUMBERLAND
ACN 101
Amount Remitted
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-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE ---------------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SNYDER BETTY E FILE N0. 21 02-1110 ACN 101 DATE 02-03-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,049.50 tax payment.
6. Jointly Owned Property (Schedule F) (6) 4,817.68
7. Transfers (Schedule G) (7). 20 , 765.41
8. Total Assets (g) 27,632.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,309.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) t10) .00
11. Total Deductions (11) _ 3 .309 _ 67
12. Net Value of Tax Return (12) 24,322.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 24,322.92
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 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 ) . 0 0 X 0 0 _ . 0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 24,322.92 X 045. 1,094.53
17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (lq)= 1,094.53
TeY reGnrTC.
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-06-2002 CD001920 .00 3.41
12-06-2002 CD001919 3.41- 1,094.53
TOTAL TAX CREDIT 1,094.53
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SiD1F of TWrs cnwM Fno rucronrTmuc i
Rf'I-'*EX (f-OO)
COMMONWEALTH OF
PENNSYlVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 1712B-ll601
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (lAST, FIRST. AND MIDDLE INITIAL)
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DATE OF DEATH (MM-Do-YEAR} DATE OF BIRTH IMM-DIJ.YEAR)
02-17-2002 09-05-1921
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[XI 1. Original Return
o 4. limited Estate
o 6. Decedent Died Testate (Altaeh a:lpy of Wilij
o 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (llale c:* OIalh at\<< 12.12..82)
o 7, Decedent Maintained a living Trust (AltachcopyofTNSI)
o 10. Spousal Poverty Credit (dale d dealtl betwIen 12.31.911nd 1-l.95)
OFFICIAL USE ONLY
/-')-/07- ~
FILE NUMBER
2 1 - 02
cooiriCiiie -YEAR-
SOCIAL SECURITY NUMBER
I I /0
- iiiiiER - - -
THIS RETURN MUST BE FILED IN DUPlICATE WITH THE
REGISTER OF WIllS
SOCIAL SECURITY NUMBER
o 3. Remainder Retum (dale d 6Nlh ptU lo 12.1U2J
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe 0ep0~1 Baxes
o 11. Eledion to lax under Sec. 9113(A) "'-""01
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NAME
FIRM NAME ~' """"'1
O-B i
TELEPHONE NUMBER
COMPLETE MAILING ADDRESS
Michael A. Scherer, Esquire
O"BRIEN, BARIC & SCHERER
!1 West South Street
0.00
o 00
0.00
0.00
',049 50
4,817.68
20,71i<; 41
3,30967
OFFICIAL USE ONLY
(8)
27,632.59
(II) 1 ~nq (:,7
(12) 24,322.92
(13) n nn
(14) 0.00
0.00
x.O_ (IS)
x.o~ (16) 1.094.53
x .12 (17) 0.00
x .15 (18) 0.00
(19) 1.094.53
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f!P. ~i!6_.;--~.o;\&!v,~7~:r; .l,j.J ~ . \n.~6.,- 10 c~l '1.\1 "1)1~~~A:4;~I:;{~:1j.j:-,,,.,~j~..;,:-t'1:1:-f,ril\\~'ftlJ'.~,""';-'i%:./""tI:~":\-,~1 ,'.<"'--" :.__t..'iiil"~
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(1)
(2)
(3)
(4)
(5)
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1. Real Estate (Schedule A)
2. Stacks aDd Bands (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. InterNi\los Transfers & Miscellaneous Non.Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-1)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & Uens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (l.ine 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amoum of Une 14 taxable atlhe spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of line 14 taxable at lineal rate
'4,1" q:;>
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
2llD
STREET ADDRESS .
Sarah B. Todd Nursing Harre J
35 East Gate Drive Apt. 204
CITY Carlisle I STATE PA I ZIP 1'1013
.--.. ~ -- - ---- ----
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior payinents
C. Discount
(1)
1,094.53
Total Credits (A+ B + C) (2)
1.094.53
3. InteresUPenatty ~ applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( 0 + E ) (3)
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. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
3,41
1,094.53
A. Enter the Interest on the tax due.
(SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
1.097.94
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Ves No
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 I~e 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? .............. [&J D
4. Did decedent own an Individual RetirementAccount, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ D ~
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 of pe~ury, I declare thai I have examined this return, including accompanying schedules and statements, and 10 the best of my knowledge and belief. it is true, correct
and complete.
Declaration of preparer other than the personal representative is based on aD infomlalioo of wt\ich preparer has any knowledge.
FOR IUN RETURN
Edwina Walsh Executrix I
2---
Three Dewthread Court, The Woodlands, Texas 77380
.!'REPARE TH R THAN REPRESENTATIVE
Michael A. Scherer, Es ire
O'Brien, BAric & Scherer, 17 West South Street, Carlisle, PA
DATE
1'2-. 5'.02...
ADORES
17013
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 Q( 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 exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still appncable 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 paren~ 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(a)(I)].
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(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the deceden~ whether by blood or adoption. '
SCHEDULE E
CASH, BANK DEPOSITS & MISC.
PERSONAL PROPERTY
Estate of
Snyder, Betty E.
File Number
21 - 02 -
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.
Item
Number Description
Value at Date
of Death
1. Damage deposit returned from East Gate.
2. Proceeds from auction of furniture.
3. Proceeds from sale of 1991 Chevrolet Cavalier stationwagon
$482.00
$567.50
$1,000.00
TOTAL (also enter on line 5, Recapitulation)
$2,049.50
SCHEDULE F
JOINTLY-OWNED PROPERTY
Estate of
File Number
Snyder, Betty E.
21 - 02 -
If an asset was made joint within one year of the decedent's date of death, ~ must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Edwina B. Walsh
ADDRESS
Three Dewthread Court
The Woodlands, Texas 77380
RELATIONSHIP
TO DECEDENT
Daughter
B. Sandra Gobrecht
1055 South West Street
Carlisle, Pennsylvania 17013
Daughter
C.
Jointly-owned oroDertv:
LETTER DOLLAR
FOR DATE VALUE OF
ITEM JOINT MADE TOTAL VALUE DECD'S DECEDENT'S
NUMBER TENANT JOINT DESCRIPTION OF PROPERTY OF ASSET % INT. INTEREST
1. A 7/799 First Union National Bank, $4,485.20 50% $2,242.60
checking account
#1010017448576
2. A 7/7/99 First Union National Bank, $5,150.15 50% $2,575.08
savings account #3000018743217
TOTAL (Also enter on line 6, Recapitulation) $4,817.68
SCHEDULE G
INTER-VIVOS TRANSFERS & MISC. NON-
PROBATE PROPERTY
Estate of
File Number
Snyder, Betty E.
21 - 02
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 vas.
DESCRIPTION OF PROPERTY %01
Item Include the name of the Transferee, their relationship to Date of Death DECO's Exclusion Taxable Value
Number Decedent and the date of transfer. Value of Asset Interest (if applicable)
Attach a copy of the Deed for real estate.
1. First Union National Bank certificate of $10,000.00 100% $10,000.00
deposit #247412041474327, POD to
Edwina B. Walsh, daughter.
2. UBS PaineWebber Account FY34186, $10,765.41 100% $10,765.41
TOO to Edwina Walsh and Sandra
Gobrecht, daughters.
TOTAL (Also enter on line 7, Recapitulation) $20,765.41
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Estate of
File Number
Snyder, Betty E.
Debts of decedent must be reported on Schedule I.
21 - 02
ITEM
NUMBER
A. Funeral Expenses:
DESCRIPTION
AMOUNT
Vault and death certificates
$564.50
1.
2.
3.
B. Administrative Costs:
1. Personal Representative Commissions
2. Attorney Fees $934.50
3. Family Exemption: $75.00
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Sprint invoice $22.85
8. Comcast invoice $13.18
9. Sarah Todd Nursing Home $1,421.00
10. Penn Rehab $46.26
11. Rodney Hough, M.D. $7.68
12 Carlisle Digestive Disease Associates $23.00
13. CP02 $53.27
14. Sprint invoice $40.27
15. Central Penn Medical Group $30.30
16. West Shore EMS $77.86
TOTAL (Also enter on line 9, Recapitulation)
$3,309.67
SCHEDULE J
BENEFICIARIES
Eslate of
Snyder, Betty E.
File Number
21 - 02 -
Number
Name and Address of Person(s) Receiving Property
Relationship to Decedent
Do Nolllst Trustee\s)
Amount or Share
of Estate
I.
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1.
Edwina Walsh
Three Dewthread Court
The Woodlands, Texas 77380
Sandy Gobrecht
1055 South West Street
Carlisle, PA 17103
Daughter
50%
2.
Daughter
50%
ENTER DoLLAR AMOUNTS FOR OISTR\6UlIONS SHOINN ABOVE ON LlNES 15 THROUGH 17, 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.
1.
B. Charitable and Governmental Distributions
1.
TOTAL OF PART II - Enter Total Non-Taxable Distributions on Line 13 of REV 1500 Cover Sheet
,*UBSI PaineWebber
UBS PalneWebber fnc.
1520-100 Royal Palm Sq. Blvd.
Fort Myers, FL 33919-9853
941277 0007
941277 3700 fax
800237 mo toll free
March 14,2002
ubSpain1:'WebbeT_com
Michael A, Scherer
O'Brien, Baric & Scherer
17 West South Street
Carlisle, PA 17013
RE: Estate of Betty E. Snyder
UBS PaineWebber Inc. Account FY34186
Attorney Scherer:
At this time I should like to address your correspondence of February 26,2002.
Ms, Snyder's account was titled as follows:
Betty Snyder
TOO Edwina Walsh &
Sandra Gobrecht
35 Eastgate Drive
Unit #204
Carlisle, PA 17013-6902
There was a margin debit balance in the account of $4,204.59 along with 600 shares of
Citigroup Capital VI 6,875% Preferred stock which at the time was worth $14,970.00.
I am enclosing various forms which would allow us to release the funds to the
beneficiaries (each is entitled to 50% pursuant to the Transfer on Death Agreement). We
would also require from each beneficiary written instructions to liquidate the account
along with accurate mailing instructions for the proceeds, of course, signed by them.
Feel free to telephone me should you have any questions. I trust this information will be
helpful to you.
Sincerely,
~~
Lawrence Tucker
Senior Client Service Associate
:It
Ene.
cc: Edwina Walsh w/Enc. 03/20/02
cc: Sandy Gobrecht 03/20/02
~
._N.
Ref~ceID,245277
First Union National Bank
Attn: Account Verifications
POBox 40028
Roanoke VA 24022-7313
March 26, 2002
O'BRIEN BARIC & SCHERER
17 WEST soruTH STREET
CARLISLE, PA 17013
SUBJECT: Verification / Confirmation of Account and Balance Information provided for:
BETTY E SNYDER (SSN# 197-05-5708)
Date of Death: Febrnary 17, 2002
DeDos!t Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Balance.
Date
Opened
Maturity Interest Accrued YTO Date
Date Rate Interest Interest Paid Closed
CERTIFICATE OF DEPOSIT 247412041474327
LEGAL TITLE, BETTY E. SNYDER, TRUSTEE
POD
EDWINA B. WALSH
SI0,OOO.OO
2/21/200 1 8/21/2002
SI73.51
SO.OO
CHECKING 1010017448576
LEGAL TITLE: BETTY E. SNYDER
EDWINA B. WALSH
$4,485.20
7n/1999
SO.54
SO.64
SAVINGS 3000018743217
LEGAL TITLE' BETTY E. SNYDER
EDWINA WALSH
S5,150.15
7/7/1999
S1.27
S2.19
. Due to system limitations, we can only provide a twelve month average balance on depository accounts.
. Date of death balance does not include accrued interest.
,. If date of death OCCUlTS on a weekend or a holiday, date of death balance does not include any transactions that were
made during that time period.
March 26, 2002
Date
Julia Sorrells
Depository Representative
Servicenter Associate
Title
(540)563-7323
Phone Number
abs; at
001032
,
(."
POUR OVER WILL
of
ELIZABETH J. SNYDER
I, ELIZABETH J. SNYDER, WIFE OF GEORGE E. SNYDER, AS TESTATRIX, WHOSE ADDRESS IS 222
COLONIAL ROAD, FT. MYERS, FLORIDA 33917, DECLARE TIllS TO BY MY LAST WILL AND REVOKE ALL
FORMER WILLS AND CODICILS.
ARTICLE I
Beneficiaries
LIFETIME BENEFICIARIES OF " THE SNYDER FAMILY TRUST" SHALL BE GEORGE E. SNYDER AND
ELIZABETH J. SNYDER DURING TIlEIR LIVES.
REMAINDER BENEFICIARIES
AT TIlE DEATH OF THE SURVIVING SPOUSE, THE BENEFICIARIES OF "THE SNYDER FAMILY TRUST"
SHALL BE:
EDWINA B. WALSH (DAUGHTER)
SANDRA L GOBRECHT (DAUGHTER)
50%
50%
, ,
ARTICLE II
Residual Bequest
I GIVE THE RESIDUE OF MY ESTATE TO GEORGE E. SNYDER, OR IDS SUCCESSOR, AS TRUSTEE
UNDER THE SNYDER FAMILY TRUST AGREEMENT IN WInCH I AM BOTH TRUSTEE AND TRUSTOR,
PREPARED NOVEMBER 7, 1994. SUCH PROPERTY SHALL BE ADDED TO THE TRUST FUND AND BE HELD
AND DISTRIBUTED AS A PART OF TIlE FUND.
ARTICLE III
Appointment of Personal Representative
I APPOINT GEORGE E. SNYDER; EDWINA B. WALSH (DAUGHTER), SANDRA L GOBRECnT
(DAUGHTER), AS THE PERSONAL REPRESENTATIVE OF MY ESTATE, PROVIDED THAT WHEN TWO OR
MORE PERSONS ARE NAMED TO 'ACT, THEY SHALL, UNLESS DESIGNATED ,TO ACT. AS CO-PERSONAL
REPRESENTATIVES,SERVE INDIVIDUALLY, WITH PREFERENCE IN TIlE ORDERNAMED. SHOULD ANY ONE
OR MORE OF THOSE NAMEDFAIL TO QUALIFY OR CEASE TO ACT, TIlEN THE NEXT ONE IN ORDER TO SO
. Q:UALIFY SHALL ACT AS PERSONAL REPRESENTATIVE. MY PERSONAL REPRESENTATIVE SHALL SERVE
;WnHPUT BOND, SHALL HAVE TIlE POWER, WITHOUT COURT ORDER, BUT SUBffiCT.TO COURT REVIEW, TO
\),' MORTGAGE, ENCUMBER, LEASE, SELL, EXCHANGE AND CONVEY ANY ASSET OF MY ESTATE, REAL OR
;,h'J:iiKsONAL,ANDTO:ADVANCE FUNDS~ BORROW MONEY, SEbJREi> OR uNSECURED, FROM ANY
",,\:' \ tilQURCE. FURTIlER, THE PERSONAL REPRESENTATIVE MAY MAKE DISTRIBUTIONS' IN CASH OR IN KIND, OR
'.\.,.J....,:........ "'.,. .. _ .. .. _:',:"", ... ...... .. .... _'_;_'." ",
'., ;:.\fI.J;~.llQ.'P!.,,!tl~)~~.yvmCH MAY,BE COMP()SED DIFFERENTLY, AND DO~~l.'YfIH()u:r~GAlU) TO.TIIE
~~!~f"i::JNCOtdETl\X BASIS OF SPECIFIC PROPERTY' ALLOCATED TO ANY BENEFlC!ARY (lNCI.,UDING ANY TRUST).
.~f'~ .~~)~ONA1{~~IM:ATIVE MAY INVEST AND RE!NVIlST TIlE PROi>~tyOFTIW ESTATE AND MAY
. """, ". '-ACQUIRE AND'SELL ANY FORM OF REAL OR PERSONAt PROPERTY. WITHOUT LIMITING THE
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GENERALITY OF THE FOREGOING, MY PERSONAL REPRESENTATIVE IS AtITHORlZED TO BUY AND SELL
SUCH PROPERTY THROUGH BROKERS OF MY PERSONAL REPRESENTATIVE'S CHOICE (SUBJECT TO USING
DUE CARE IN THE SIlLECTlON OF SUCH BROKERS) AND TO PAY THE USUAL AND CUSTOMARY CHARGES. I
AunioRlZE MY PERSONAL. REPRESENTATIVE TO APPOINT AN ANCILLARY PERSONAL REPRESENTATIVE
OR AGENT iF SUCH SHOULD BECOME NECESSARY OR ADVISABLE IN THE RJDGMENT OF MY PERSONAL
nffiPRESENTATIVE. SUCH POWERS MY BE EXERCISED WHETHER OR NOT NECESSARY FOR THE
ADMINISTRATION OF MY ESTATE.
ARTICLE IV
Taxes
MY PERSONAL REPRESENTATIVE IS DIRECTED TO COOPERATE WITH THE TRUSTEE OF MY LIVING
TRUST (AS IDENTIFIED ABOVE) IN THE PAYMENT OF ALL ESTATE, INHERITANCE AND SUCCESSION TAXES
ASSESSED BY REASON OF MY DEATH. I WAIVE FOR MY ESTATE ALL RlGHTS OF REIMBURSEMENT FROM
THE BENEFICIARIES FOR ANY SUCH PAYMENTS.
ARTICLE V
Designation of Guardian
IF MY HUSBAND, GEORGE E. SNYDER, DOES NOT SURVIVE ME, I APPOINT [ ) AS THE GUARDIAN OF
THE PERSON AND ESTATE OF ANY MINOR CHILD OF MINE.
ARTICLE VI
Definitions
,
A. ALL REFERENCES TO CHILDREN AND DESCENDANTS SHALL INCLUDE ADOPTED CHILDREN.
B. UNLESS SOME OTHER MEANING OR INTENT IS APPARENT FROM THE CONTEXT, THE PLURALS
SHALL INCLUDE THE SINGULAR AND VICE VERSA, AND MASCULINE, FEMININE. AND NEUTER WORDS
SHALL BE USED INTERCHANGEABLY.
IN WITNESS WHEREOF, I HAVE EXECUTED THIS WILL TIllS DATE:
IH<ldi
Afjld SNYD..f.: 't~A <'
THE FOREGOING INSTRUMENT, SIGNED, PUBLISHED AND DECLAlillD BY ELIZABETH J. SNYDER,
TESTATRIX, AT FT. MYERS, FLORIDA, THIS DATE: II~ 14. ~<j , AS HER LAST WILL AND
TI>STAMENT IN THE PRESENCE OF ALL OF US AT ONE TIME, AND AT ~ SAME TIME WE, ATHER REQUEST,
IN.HER PRESENCE, AND IN THE PRESENCE OF EACH OTHER, HAVE SUBSCRIBE!? OUR NAMES AS ATTESTING
WITNESSES, AND WE DO YERIL Y BELIEVE iliA T THE SAID TESTATRIX IS OF SOllND AND DISPOSING MIND
AND MEMORY AT THE DATE HEREOF. THIS WILL CONSISTS OF THREE (3) PAGES, INCLUDING TIllS PAGE.
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PAGE 2 OF, 3, .
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I, ELIZABETH J. SNYDER, THE TESTATRIX, AND THE WITNESSES RESPECTIVELY, WHOSE NAMES
ARE SIGNED TO THE ATIACHED OR FOREGOING INSTRUMENT, BEING FIRST DULY SWORN, DO HEREBY
DECLARE TO THE UNDERSIGNED AUfHORITY THAT THE TESTATRIX, SIGNED AND EXECUTED THE
,INSTRUMENT AS HER LAST WILL; THAT SHE HAS SIGNED WILLINGLY OR DIRECTED ANOTHER TO SIGN FOR
HER AND THAT SHE EXECUTED IT AS HER ,FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN
EXPRESSED; AND THAT EACH OF THE WITNESSES, IN THE PRESENCE AND HEARING OF THE TESTATRIX,
SIGNED THE WILL AS WITNESS; AND THAT TO THE BEST OF THEIR KNOWLEDGE, THE TESTATRIX WAS AT
THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR
UNDUE INFLUENCE,
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WITNESS ' ,
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TNESS
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WITNESS
,
STATE OF: FLORIDA
CITY OF : FT. MYERS SS
COUNTY OF: LEE
ON THIS DATE: /I-It..{ - '11' ". BEFORE ME, PERSONALLY APPEARED ELIZABETH J. SNYDER,
PERSONALLY KNOWN TO ME (OR PROVED TO ME ON THE BASIS OF SATISFACTORY EVIDENCE) TO BE
THE PERSON WHOSE NAME IS SUBSCRIBED ABOVE ATTESTING TO THE SIGNATURE OF ELIZABETH J.
SNYDER,
PUBLIC, STATE OF FLORIDA,
MMISSION EXPIRES: '
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('?"'~t) , OFFICIAL SEAC
" ',' GI\RY R. GRIMM
~~' My C,O,' minlsslon Expires
~... April 26. 1996
..:....~ Comm. No. CC 196313
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