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HomeMy WebLinkAbout01-0028 IlE'J.I5OOEX(WDl '. REV-1500 ." COMMONWEAlTH OF PENNSYlVANIA DEPARTMENT OF REVENUE DEPI 280601 HARRISBURG, PA 17128-0601 ~ "il:! h~ ulfca .. c c:... /0- :20Q - .3. INHERITANCE TAX RETURN FILE NUMBER cxl.-Jl I ">8-' RESIDENT DECEDENT cOONlYCOOE "",,- _......._'25.._ I- Z W Q W " W Q IlECEllENl'S NAME (LAST, FIRST, ANIl MiDDlE INITIAL) Sr../ t> DATE OF DEATH (""'.DD-YEAR) 1'2.. '201 2,._.. 1 " I '~'2.. (IF APPlICABLE) SURVIVING SPOUSE'S NAME (lAST, ARST, AND MIDDLE INITIAl) SrJ t>-e:~ -10AN SOCIAL SECURITY NUMBER 5'1 - 12.17 THIS RETURN MUST BE FilED IN DUPlICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (dale ddBalh priorto 12-1U2) o 5, Federal Es1S1e Tax Relllm Required 6,T<lOlINu_ofSafellepoai\_ o 11. Election to tax under Sec. 9113(A) (Mach Si:h 0) ~1.OrIginaIRetum o 4. Um\ed Estate o 6. Decedent Died Testate (AltadI CCVJ dWlI~ o 9, litiglllillfl_s Rsceived o 2. Supplemental Retwn 048. Future Interest Compromise (dlllecldeathafll!r12.12-82) 07. Decedent Maintained a Uving Trust(.\ttedl~ofTlUII\ o 10. Spousal Poverty Credit (dB1eolde&lh,*-,12-31"gj 8Ild1-1-85) ... z w NAME ~O LL.. c:.s. A. S'''''vD.J2... " ~ .. FIRM NAME 1'_'1 :a 3 TELEPHONE NUMBER u 1,ReaIEsta\el_A) (1) 2. Stocks and Bonds (Schedu~ B) (2) 3. Closa~ HaId Corpofation. Partnarsl'/p or SoIa-Proptlalor.;~p (3) 4. Mortgages 6 Nares _~e (Schedu~ D) (4) 5. Caeh, Bank Deposlts & Miscellaneous Personal Properly (5) Z (SdledlJe E) 0 6. Jomtly Owned Properly (Schedule F) (6) ~' o Saparste Billing Requesled ::l 7. Inter-Vrvos Transfers & Miscellaneous Non-Probate Property (7) I- (SdledlJe G or l) ii: 0( B ToIal__(toIall"..l-7) " 9. Funeral Expenses & Adminislrativa Cos1s (Schedu~ H) (9) W Ill: 10. Debts of Decedent. Mortgaga l~billIies. & liens (Schedule 0 (10) 11. TOCaIDeducUons(IlllaIU...9&10) COMPUETE MAIUNG AOORESS "P.O. s.x. ~O"3 WlI~'()\,)LA, """,.. ~tif.O" o Z2.1, ~'('+. 85 o o Z<t':. 27'2. ~S . o o (B) 1'2'5c:r.8e o 12. Net Value of es.... (Line 8 minus una 11) 13. Chanlable and GoYemmenlalllequestslSec 9113 Trusts for which an eIeclion 10 lax has not been made (Schedu~ J) 14. NetV....8ubjoct'" Tu(Une 12 minus Une 13) SEE INSTRUCTIONS ON REVERSE SlOE FOR APPlICABLE RATES z o ~ ""' ::l II. :Ii! o " ~ 15. Amount of line 14 laxab~ at the spousai tax rata, or "nslan; UIlder Sac. 9116 (aX1.2) 2.S"c., tJ~1. 31- x .0.!2 (15) q "0. - xO ~ (16) 16. Amount of Line 14 taxable at lineal rate 17. Amounl ofUne 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at coIateral rate x .15 (18) 19. Tn Due 20.0 CHECK HERE IF YOU ARE REQUESTI"<C A RE'FUNO OF AN OVEr'::PAYMEN r z,,'S'8, fc(, 1.:l.o (11) (12) (13) l2.n. 58 (14) o t 2.'; 'fo1. '32- -Ell- ~.2.0 - - (19) 6 .....;. t.o ~I;. '" IIIf' - ._ _ ._,,_...._ _.,.' '.. JiIII 4. 'IJIIlUIllll.,!Ili\~",~ LAST WILL AN" TESTAMENT -' (W IJOLLlCi': II. SN) /lEi{ I, III)I.L/( '10 H. SNYI>I,R, a .,'sidt'l,I III alld d,,,"i,'ilnl at ')<} Lgl' 1>,;,','. (',"Iisle, Sllllth 1\liddletoll TU\VII:,hip, Clllllhcrlalld ('Olllll:-. Pt'IlII."yhilllill, heing \)1 SUHlld lllind \1l1~1 ...lisp\);....inft illteD\, du hereby l1l"k,', puhlish ,llId declar,' this ill"t1\1111('lll III he "'y Last Will alld T,','IWII"llt, expressly r,'vllkillg , ,ill Wills alld ('odicil, herellll"re ll""k hy llle, 1'IRST: I herdlY direcl lllY EXl'Cllturs, lrereillafler "'"l1ed, to pay "II IllY dehts, l'l.\l'" (11 Ile ral and ,ldlllilii,...:tr;:llive t.'\\WJI:-;\.?;'; out ill' 1tly I;,'stat\.~. as ~UUll as PliH.:tit:ahie aner In)' death. if Ill)' C~dil!l..' dIll':"'; mJi bve sllflieielll IUlld" f"r till' paYllll'lIl"f said dehlS, taws, (II II l'raI alld adlllillistl'iltive npt'lIses, tllell till' >;ccllrilics wllil,..lJ I \\un. Ill'reillalh'r lllt'1I1iullL'd. lJ]{l) he ,",old ill Wl clflllltlllf Ilt'ces,..;ary It) pay ~(lid dehls. ,),El;ll!\!L): I direct tllat III) rell1ilills be C1l"""I..d alld till' aslles placed ill a p.epmcd c"'ll1mial ill 1,,,1 ();\,Kil, Slll'derlllWll ('Ollll1'"llitl' (\'lIlt'lerl', IU), #2, H"IV'IrlI, I'ellllsylvalli,\. H"IT11'"I.R"tll F\lJleral I J(llllt' ill Carlisle, PCIIIJ:'}'!V<lllla. is ill charge (ll" I Ill' rlJlll.'raJ armlJgl"ll1t'III~. 111IRL): (;\) I givL' <Illd bL'qllL'illll illY gold Ii "l' 11lmk of Illlgget desigll, set willi il ,olitail\' dialll"l1\l. I" lilY SUIl, HOLUCE ANIJRI\W SNYDER. 111 tilL' eve11t HOLLlCE ANDREW SNYIJER 1"l'lkCCil'l''; III'.'. IlIell illlhilt L'velll Il'i", ,,"d beqlll'alll 'ilid rillg tol3RIAN HENI{Y SNYDER, (IJ) I givl' illld 11l'qlle"th thL' lallie, plillillllJll rillg ,l'I wit II Ihree di","o"ds 111<11 IOWIl, t" illY ,"[I. Ill{L\i'! ,lleNI, Y SioJYI )1:1<' 11111,0.' eVl'llt ImlAN IILNI{ Y SNYIJI-:i{ 1'"'dl'lTil'l" Ill.... lilt-II ill 111;lIel('[11 givl' "lllI1"'q'l<'alll 'ilid rillg to HULLI('/: ANIJIUeW SNYI>I'K ilJ) I givL' ,,"d hl'qlle;llll "'Y olle.llall (50';!) illll'lesl ill till' "Rigllt of OlTllp'"IL'}''' lL'lulld dilL' Inllll Clllllherl<llld ('rn.o..;sil1gs RelirclllCllf COlIlIllllIJil)' UpOIl lht.' VtlCHIlCY alld resale of lilY l'~)\la~\.', said inlert'st Page I or 4 ) ~S<:(9Jf'- '-, \I) be divided eqllally betweell illY IWO SOilS, HOLLleE ANDREW SNYDER alld BRIAN HENRY SNYDER FOURTH: I give, devise alld beqlleath to lilY wife, .lOAN IJ. SNYDER, if she shall sllrvive IIle, all of the ilKollle flUllI lilY accolllllS with Merrill, LYllch. I'ierce, "t'lIl1er alld Smith (Accollllt Nllmber 506-28416) alld Edward D. .I0llCS (AccolllIl Nlllllher 377-027531-5) t(JI' her life. SlIch iIlCOIIlt' sh<lll he paid to her 1I101llhly,or as she sh<lll detcIIllille. Upolllhe death of lilY wife, .lOAN 13. SNYDER, or lll'ulllhe lllalurily uf allY secllrity, ur panial prilleipal paymcllt, whichever uccurs firSI, the prilldpal alll\ any aceunlltl<lled inCUllle IhereulI shall be divided equ<llly belweelllllY 111'0 .'OIIS, HOLLlCE ANIJI{LW SNYDER and URIAN HENR Y SNYDER 1'11"1'1-1: I give, devise <IIld beqlleallt all lite l'l'"windt'!' of lilY eslale uf every lIallnt' and wlterever sitllale, to illY wife, .lOAN B. SNYDER, if site s\Il'vives me. SIXTH: If nlY wife, .IUAN U. SNYDER, dues 1I0t Sllrvive IIle, Ihen I dilect Ihal Ihe relllaillder t>I'nIY estate, of every nature ,lIId wherever silllllled, be divided eqllally between lilY Iwo soliS, HULI.ICE ANDREW SNYDER alld URIAN HENI{Y SNYDER, SEVENT\j: III the evelll lilY lVift'. .IDAN Il. SNYlJIJ{, and I shollld die sillllJh'lIleollsly ur lindeI' cirelllllsl'lIlees '" 10 render il ilnl"".,ihlc to delellllille wh" predeee,lsed Ihe olher, ur within Ihirty (30) days of cach t>lhcr as Ihe H'slIlt of a COIlIIlIt>1I acddenl, I shall be deelned Iu havc survived her. EIGHTH: I dirt'cl 111<11 'illY ilt'1I1 thai I IIlay "WII al illY lleatb, ,hall be distriblltell 10 each belleficiary willtt>llt Ihe reqllirelllclll of paYlllcllt Ihnel'or. NINTH: I Itereby dinTI Ihal lit> Excculur ur olher Fidllciary 1I<1IIIed ur appoinlcd by Ihis Will shall be required It> post HllY bUl1l! or give seclllity of type for allY pmpuse whatsoever, III <lI1)' jurisdictiou iu which ht'Jshe luay hc called UpOIl 10 acl. iusofar as I alu ablc by law 10 duo Page 2 u1" 4 () ~ ,(~ l<~~0-W )~ TELi IIJ: I hereby nunlinate, wllslitule and appoinl nlY twu sons, HOLLlCE ANDREW SNYDER <11",1 URIAN HENRY SNYDER, or the smvivor of \he'I1\, as Co-Execulors of Ihis my Last Will and Testanlellt. I hereby authurize illY Executors tu sell, with or without notice, al either public ur private sale, and to lease any properly belunging to Illy eslale, subjecluuly lu sllch cuuril'Jllatiunuf cuurl as may be rcquired by law, f()r such prkes aud ou such tCrlns <lIId cundilions Wi they (/eelu best. IN WITNESI; WHEREOF, I haw sct my hallLl amI scalthis ~day uf Decelnber, 1'19), \.r~\) ,'., "-> \..(', ~'-'-' ~ HOLLlCE H. SNYDER ~ SIGN!.I), SEALED, PUBLISHED and DECLARED by the abuve Testator as and fur his Last Will, in the presence. uf us, whu thereupun al his rcqnest, in his presence and in the presence uf each ulher, have IILTeuntu subscribed om nallles as witnes$Cs. ~-~ "-j KJ\.~ \-~ Cf\(CL,,,,.Lc PA Address Witness \.f..z~~ ._ '*' /~j Witness '-A, . ~,,-L.--.4. ._ " Address STATE OF ,'ENNSYLVANIA SS. COUNTY UI CUMUERLAND We, HOLLleE II. SNYDER, PAtricia H. I3lCown and Richard",. Pinamonti , the Testator and Ihe witnesses, respeetively, whuse nan1es are signed to the iuregoing iustrul1lent. being first d1\ly swum, do hereby declare to the nudersigned authority that Ihe Tesl,ltor signed Hnd executed the instrul1lenl as his Lasl Will and that he signed willingly, and tltat he exeel'lt'd it as his free and voluutary act for the purpuses therein expressed, and tltat each of the Page J of 4 witnesse" ill the presence a/ld hearing of the Testator, signed the Will as wil/lesses a/ld that to the best Hr e,jch,witness' knowledge ami belief the Teslatol' was at thaI lime eighteen years of age llf' older, of sOllnd lIIind ,lIId IInder no n/ldlle cO/lstraint or inllllellcc. --\Lj\ i\ ( ~~J I (/') , /j k)~~-_.\ (', \~~ ,{)\.~L-. TesWtor ~ Witness , C::-r::. '. "-7-;' __( 'C....----.../ Vi' ~~j Witness Sul"cribed, S"'OIll to aud acknowkdgcd before 11Ie by IIULLlCI~ H. SNYL>ER, Ihe Teslalul', aud subscribed and sworn to bdore /lIe by Palrici.a R. I~rown and Richard A. Pinamonti , wilnesses, this 8th day of Decelllbel', I t)<}5. NOTARIAL SEAL DENISE SNIDER NOTARY rUBlIC ~:~~~LE BORO. CUMBERLAND COUN U M MISSION ExrlRES O. CT. 26 I"n, ""ber p, . J,Iv , enfliyh".mla ~ss{lcr!~J'n (lr N~tarit5 J i ) ).Y) lc{{)j ( J C' ~ Ui~ 8:. NotAry'f'nhlic Page 4 or 4 . Decedent's Complete Address: I :EET ADDRESS ~ E (( ~ CA~)~I..e:: 1HZ '" FE: I STATE 'P6 Tax Payments and Credits: 1. Tax Due (Page 1 line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount Total Credits ( A + 8 + C ) (2) - 3. InteresVPenalty if applicabie D. Interest E. Penalty TotallnteresVPenalty ( D + E ) (3) 4. if Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Pagl111no 20 to request a rotund (4) I ZIP/7 OJ"! .. 4~. 'Zl> - 5. ~ Una 1 + line 3 is 9reater \!Ian Line 2, enter the difference. This is \'ne TAX DUE. It ~~.2D A. Enter the inlerest on the tax due. (5) (5A) - 8. Enter the total of line 5 + SA. This is the BAl.ANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT · If:S .2.4 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did docedont make a transfer and; VIS a. retein the use or income of the property transfened;.......................................................................................... 0 b. retain the right to designate wl10 shall use the property trans!emld or Its income;............................................ 0 c. retain a reversiOnary interest; or.......................................................................................................................... 0 d. receiv9 the promise for life of ei1her payments, benefits or care? ...................................................................... 0 2. If _ oocumld after December 12, 1982, did decedent transfer property within one year of death without receMng adequate consideration? .............................................................................................................. 0 3. Did decadent own an "In trust fo~ or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Relifement Account, annuity, or other noni'rabate property which contains a benlficlary designation? ........................................................................................................................ 0 No !l! IE ~ J2g j2g IXI ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND RLE IT AS PART OF THE RETURN. Under penaIIes of perjury, 1 dl!lcIare ltvrt I hsYe examined this Rltum, including accompall)'ing schedules and statements, and ID the best of my knowledge and belief, it is true, correct and oomplete. DecIntIon of preparer other thin fl8 per&lfl81 repre:senta'lve iii ba&ed on a11lrdorm8lloll of which p1epsrer he& any knowledge. SIGNATURE OF J~SON ~~LE FOR FILING RETLRN ~~~ AD9J;fSS r.~. 8.x 5"1)'3 ifill s.s<'cJtA-, mr 5""'8~' SIGNATURE OF PREPARER OTHER THAN RiPRESENTATIVE 81 ~;;i ADDRESS DATE For dates of dealh 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 survi~ng spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For datos of death on or after January 1, 1995, the tax Illle imposed on the nel value of transfers to or for the use of the surviving spouse is 0% [72 PS. ~9116 (a) (1.1) (Ii)]. The statule does not examol a transfer to a survMng spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are stili applicable eVln ff the surviv'",g spouse is the only benefidary. For datos of death on or after July I, 2000; The tax rale imposed on Ihe nel value of transfers from a deceased chikltwenty-one years of age or younger at death to or for the use of a nalural parent, an adoptive parent, or a stepparenl of Ihe child is 0% [72 P.8. ~9116(a)(1.2)]. The tax rate Imposed on the net value of transfers to or for the use of the decedenrs lineal beneficiaries Is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. Thl tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under SecUon 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ""..~."~,, . COflldONWEALTl-I OF PENNSYLVANIA INHERITANCE TAX RETllRN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER ~L.J,..I ce: +4. <S.J V DJ:(Z.. All property jolnlly-owned _ right of survivorship must be dlselosed on Schsdule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH EPIrJA.a'P ~frS ~T J:l: ~17-02.1S'3-1-S' CfS, 00 1.85 1. 14ote.2.ttu..(..- l.. "frJc.H- AG(..T $ So 2,.- Uti" 1'3I#-J "3.0 C' TOTAL (Also enter on line 2, Recapitulalion) $ (If more space is needed, insert add~lOOal sheets of the same sIZe) 1:Z.q ~f4. 8S . ~'''EX.'',"''. COMMOf'M/E.bLTH Of PENNSYLVANIA NiERfTANCE TAX RETlIRN RESIIlOO lJEOOlOO" SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER lncIud.lh. proceeds of liligalioll alI(\ the datelhe proceeds weT. received by lhe .state. All properly jolntly-owned wNh the right of survivorship must be dJsc:_ on S,hedule F. ITEM VAlUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ~ \..o\..\ c::.e bI.. $J" 1> €Tl.. C (.o1l4I,.JCf (f ,~O . - 11S' . - 2.. f'U(4J/TUIl6 ~. 44ou')& +4-0 c.:p ~ 0 elD S 1f1$". - ~. ..j ~ U~(.,.tz.'1' '1/ eJ. - 5. A~: If'" ~v.qe. \lOP .... 1&,01:10. - ,. M,. ~~ (GI"ItIC.) ,+GG.1" d H"Q1-C( t\\t~$ \U' +::'E::b . C::~I'" 1.)..IlO,J (~,;- ~".) ~ tII I~ 18&' 2.(,~, ~z.. 1. 7, + If". oa TOTAL(lIIso enteron lineS, Recapitulation) S 1. 'f , t 12.. ~S (If more space ,s needed, ,nsert addNional sheets of the same s~e) l' ~ ~~'=O 110" U."" ~ : sC+\"O e I ~ 5' I A\1-ro "Ar'w~f L.B, SMITH JAGUAR, INC~ .-MEC'HAN'iCSsURG:'PA1705'5--- - - - --~ - -- - ~- ---OET;:CHBEFO-RE DEPOSt- GL' CONTROL REfER 12010 00J1475A AMOUNT DISC/MEMO DESC 16000.00 , L$ 07/05/01 CI0166 07/05/01 15:04 NOTE: 96 JAGUAR VDP SAJKX6744TC765099 (' II "'w:- -,rile,. RIo.... '5QU! /3': 'I6M-..c;.lo,.t! . ",",~""":I'''''.''. COMMONWEALTH OF PE~YlVANIA lftI-lEfUTANCE TAX RETURN RESIDENT OECEIlENT ESTATE OF I:lo U-iU:,- SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS g. S,.J"r>~ FILE NUMBER Oebts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 ~ f'vNe(l.A rZ 'f <f lo~~ i.. ~('('LH:~/f!l.Of!JItL. 2- 3"'.81 >. Fc:o D / LDP<t,,,,,,'1 4S"').07 B. AOMINISTRATIVE COSTS: 1. Persooal Representative s Commissions N""" of Personal RepresentaliVe (sj Social Sacurity Number(s) f EIN Numbar of Personal Rapraaanlativa(s) SIrael Address City Stata Zip Y..~s} Commission Paid: 2~ Attorney Fees 100. - 3. Family Exemption: (If decedents address is not the same as cfaimants, attach explanation) Claimant SIrael Addnlss City Slate Zip ReIatioosh\l of Claimant III 0e<:e00nt 4. Probata F... I 5. Mcountant s Fees 6. Tax Return Preparer 5 Fees 7. TOTAL (Also enler on line 9. Recapitulation) $ I&.~ . 88 " (If more space IS needed, msert add~lonal sheets of the same sIZe) \, Estate of Ho 11 ice H. Snyder a/so known as PETITION FOR PROBATE and GRANT OF LETTERS ,,1-0' - 00 ^- ~ No. To: Register of Wills for the , Deceased. County of Cumberland in the Social Security No. 51 7 -18 - 7 21 7 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 execuiQrs in the last will of the above decedent, dated December 8 and codicil(s) dated named , 19~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumber land CouptY1 PennsylvaDill~ with his last family or principal residence at 99 Eg e Dr i ve, Ca r 11 s e P A: 1 / U.L j (list street, number and muncipality) Decendent,then_ 78 years of age, died December 29 ,~J 2000, m Cumberland County, Pennsylvania 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: 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 penisylvania situated as follows: n a $_~ 1 Dod. 00 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters t est am e n tar y theron. (testamentary; administration c.La.; administration d.b.n.c.La.) ~ ~ Q) OJ ~~ Hollice Andrew Snyder E]' '~ () < ~x: 'SOb~ :g.g ~ ~(.A- l<\o\, 'I 5&::f Soc" ~''::: ~r1an Henry Snyder *~ 't J/:2.. l-A"-' chwl!>(!)d Tcl'v'"At'..e ~ 0 /J () k: WA/oJ, tJK 15CJ '}.).. '" OJ) i:ii ~~c?-yd-J J;~d~/4~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1- ss COUNTY OF CUMBERLAND J 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 petitioner(s) will well and uly administer the s7cCOrding to law. Sworn to or affirJIle.tHand subscribed " .'L.1 ~ before me this ~. day of V;;j ~~tj~~~o)(r~.. I. ~ ~O ~l e ~ J (0- ~vL;-3 No.~-OI-OO~g Estate of HOLLICE H. SNYDER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS J -~ AND NOW anuary ~ '14J2001, 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 December 8. 1995 described therein be admitted to probate and filed of record as the last will of H 011 ice H. Snyder and Letters Tes tamen tary are hereby granted to Ho\. l \ (' \::- AN DR&[ 6N '1 DER- AN D J3RIA-N t-\ENR'-I 6N '-I DcR... · VLilj \JJJcU t 1 "(L~ Register of Wills Probate, Letters, Etc. ......... $ Sh~t Fflt~cates(,3). . . . . . . . .. $ ~udciw' ................ $ 11.00' qCO e>,co $ 6,00 TOTAL_$ 41.00 1-5-01 .................................. . FEES Patricia R. Brown 27474 ATTORNEY (Sup. Ct. I.D. No.) 4 E. Liberty Ave., Carlisle PA 17013 ADDRESS (717) 243-7922 Filed PHONE ',!>\. 1-:11 n".~'::W" P-TV 9.I.Q{, This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fil111g. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~~.~~~~~ Local Registrar Fee for this certificate, $2.00 p 6960552 JAN 2 " ?OD1 Date \.H05.',43Ae-v.2187 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH f:\IM1' "ENf INK t. Hollice H. Snyder AGE \last 8irlt'IOay) SEX .. Male ST.oV'E FlU: NUMBER SOCIAL SECURITY NUMBER NAME OF DECEDENT (Ft(!lI. Middle. l_1 .. 517 - 18 - 7217 78 uNDER 1 YEAR MonthI Days 8lRTHPlACI: (CiIy ~ Ab'Sar~"t!~"';"'Y1 gr~JO v... 5. COUNT't' OF oe.cTH DECEDENT'S USUAL OCCUPATION (~\I==~~~~:r A Officer MARITAL swus, Mam.d NewrMarried, ~. _iSoe<oty) RACE. Amencan Indian. 81ad1, White. etc. I_I fO. Whi te SURvIVING SPOuSE t" WIle, g.ve maiden flame) ~I CUmberland .... ... Joan Baird PA s Mi..,..,l",1-t">n 'T'w:p .... 11b.CoIJ Did - ...... Cumberland __1 f7..o :::;"''':''~oI MOTHER'S NAME (FlfIt. Middle, Maiden Surname) tl. Lucile Smith INFORMANT'S MAIUNG ADDRESS (Street. CityfTown, State. Zio Code) 2Gb. 99 Ege Drive, carlisle PA 17013 PlACE OF DISPOSITION. Name 01 CefMtery. CremalOr;' LOCAiIOH. CityfTO'fiM. State. ZIP Code Of Otl'Htr Place CifylborO. 2001 'Z-<>o"" PART II: Ol:htlr significant oond.... contributing to deatn, bul: I'lOt l'e$UltingintM undeftyingQUHgivoenin PART I b. DUE TO (OR AS A CONSEQUENCE OF): "- WERE AUTOPSY FINDINGS A\AILA8LE PRIOR 10 COMPlETION 01' CAuse OF 0E.<TH7 MANNER Of DEATH DATE OF INJURY (Monlh.OIy. Year) TlJotE OF INJURY INJURY ICr WORK? DESCRIBE HO'N INJURY OCCURRED. Natural 0.--- o o Homic'M -- Pending In.,.aligal!on o o o PLACE OF INJURY. At home, 'arm. .fr....f.ctory. omce M. buiIdIng,etC.ISpecify) .... .MEOICAL EXAMINER/CORONER On the b,aie of "lIaminatlon anellor In".$1IgaIl0n, In my opinion. d.ath occurre-d at the tlm., datI', and plac.. and due- to fhe- cau"{I) and mann.r.. .tatltd.. . . . . , . . ' , " ',..,.,.,.".................................................................,...... 31.. REGISTRAR'S SIGNAT o ... OATE FILED (MOnlh. ~l 'fellll) ... CJ O-X\ . ....0 Hoff ....Ida Could not ~ detl!lm1ined 211I. alb. CER'T1f"IER {Checlc orVy onel .CEATIFYIHG PtfYSICIAN (Ph'f$IC"" certifying caYM of aulh v.nen anoIh.- phYSCIan has ptonounced dealh ana complereo Item 23\ Tathe ~of",yknowleOlJe,de.tt\OCCUfnddU4l\OhCMlH(.).ndm.nn.r.. .tated............................ >t. .~NaNQ AND CEATININQ PHYSICIAN {F't\'f'ioan bOCh Pl"onaunclJ'\O Oeath artd certJtyIl'lQ 10 CMJ$I Of deathl To tI'Mi ~ of my knowl,",;e. c:teath occurred e1 ttw tlma, data. and placa, and dUl' to the caua-<.) and manMr a. alat'"' ".U"BER t:\. ~tu..~~ ~ 11d-i.1,C)1 / &.J - dOO .,3 ~UREAUbF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8D6Dl HARRISBURG, PA 171Z8-D6Dl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN Recore. . Rer;~,u' HOLLICE A SNYDER PO BOX 5063 MISSOULA .02 JAN -4 P12 :36 Mt~~j)'6 Cumberl6 12-24-2001 SNYDER 12-29-2000 21 01-0028 CUMBERLAND 101 Allount Rellitted -)~ REV-1547 EX AFP (12-00) HOLLICE H 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 =i5,,-j-E;f-AFP-n"2-:ooY-NcfficE--oF-YNHErfiTAircE-TAX-A-PPRA-isEi"-ENT~--AiroWAirCE-OR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SNYDER HOLLICE H FILE NO. 21 01-0028 ACN 101 DATE 12-24-2001 . TAX RETURN WAS: ) ACCEPTED AS FILED 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 C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ( X) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 229.394.85 .00 .00 29.272.35 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Sch~d~le J) 14. Net Value of Estate Subject to Tax If an assessment was issued previously, -lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. NOTE: (9) (10) 1,259.88 .00 27,052.47 X 960.00 X .00 X .00 X SEE ATTACHED NOTICE NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 258,667.20 (11) (12) (13) (14) 1.?59 88 257,407.32 229,394.85 , 28,012.47 00 = 045 = 12 = 15 = .00 43.20 .00 .00 43.20 (19)= . PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-13-2001 CDOOO164 .00 43.20 TOTAL TAX CREDIT 43.20 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88\ .. INHERITANCE TAX EXPLANA liON OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Hollice H. Snyder REVIEWED BY Bill Lyons SCHEDULE ITEM NO. EXPLANATION OF CHANGES The estate is deferring the tax on the trust. ROW FILE NUMBER ACN 2101-0028 101 Page 1 001< , ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: f/o J--L-- j c.e Date of Death: 12-/;2--'7 /00 Will No. fr/ -8/- fJO?-g II -SNY DcK.. Admin. No. '~Ol- 00026 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 V" No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No...........--. b. The separate Orphans' Court No. (if any) for the personal representative's account is: A/~ c. Did the personal representative state an account informally to the parties in interest? Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 1-z-I-v-z?02-- -9Z,{4-~~ Signature iIoEA:A Cffr A s;..; "I>> Fe- Name (Please type or print) rOj!; ~3 /#/~(.IiA-/ /4?r -s;qeb~ Address (~ >Y7-72-t'/ Te 1. No. Capacity: ~ersonal Representative~'~~ Counsel for personal representative (MAH:rmf/AM3) to Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/05/2002 HOLLICE ANDREW SNYDER PO BOX 5063 MISSOULA, MT 59806 RE: Estate of SNYDER HOLLICE H File Number: 2001-00028 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 12/29/2002 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, MARY C. LEWIS REGISTER OF WILLS cc: J File Counsel Judge Es (.A r~ OF I ;z. DO l- OcJ (/ 2~ '? Hollice A. Snyder P.o. Box 5063 ~ssoula, MT 59806 USA (406) 549-7211 tel / (406) 543-6621 fax August 12, 2001 Patricia R. Brown Attorney 4 East Liberty Ave. Carlisle, P A 17013 Ms. Brown: During our meeting on January 5, 2001 with my brother and me, you stated that it would cost $300-500 to "settle estate - file inheritance tax return". Apparently to date, you have over $600 of time in, yet we have nothing to show for it, except filing the will for probate. So, in exasperation and with regards to current estate matters of our beloved father, we have filed the inheritance tax return ourselves. It was indeed, a simple task to download, fill-out and file the forms - our tax liability was very minute indeed. From a reasonable person's perspective, rather simple estate concerns have become much more complicated and expensive than need be, when our family had many more serious and pressing matters to attend to. Against our express wishes, you have continued to make unauthorized contacts with financial institutions. This caused much confusion on their part and unneeded inconvenience and expense on our part. We were certainly capable of making any necessary and timely notifications ourselves. Also, it was a continuing waste of time for you to gather from third parties, fmancial information that you were told we have close at hand. In addition you have apparently made contacts and notice filings with bureaucratic institutions, yet have neglected to inform us as to purpose or even forwarded copies of such. You have continued to send correspondence to my street address, and not to the P.O. Box address of record. I travel away from home in my work and do not receive any mail at the house for security reasons - only unwanted junk mail. So, I don't really know if I ever even received all of your mailings. Enclosed you'll find a check to cover costs for our meeting in January and probating the will. We do not feel obligated for anything beyond that. This concludes our business. With regrets, but with no choice, m~~ Hollice A. Snyder Co-Executor ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: SNYDER, HOLLICE H. Date of Death: December 29, 2000 Will No. 2001-00028 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of tPr <?7aans' Court Rules was served on or mailedjto th~ following beneficiaries of the above-captioned estate on 01/ 1 : br taxed . Name Address Joan B. Snyder, 99 Ege Drive, Carlisle PA 17013 II Hollice Andrew Snyder, 804 Parkview Way, Missoula MT 59803 Brian Henry Snyder, 4712 Ranchwood Terrace, Norman OK 73072 Notice has now been given to all persons entitled thereto under Rule 5.6(aJCdK~lC Date: 01/29/01 \\.p~"-R -I~ Signature Name Patricia R. Brown Address 4 East Liberty Avenue Carlisle PA 17013 Telephone (71 ? 243 - 792 2 . Capacity: _ Personal Representative ---X-Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 RECEIVED FROM: HOLLlCE ANDREW SNYDER PO BOX 5063 MISSOULA, MT 59806 n___n_ fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 51 7 -1 8-721 7 FILE NUMBER: 21-2001- 0028 DECEDENT NAME: SNYDER HOLLlCE H DATE OF PAYMENT: 08/16/2001 POSTMARK DATE: 08/13/2001 COUNTY: CUMBERLAND DATE OF DEATH: 12/29/2000 REMARKS: HOLLlCE A SNYDER CHECK# 171 SEAL ACN ASSESSMENT CONTROL NUMBER 101 TOTAL AMOUNT PAID: INITIALS: CW RECEIVED BY: REV-1162 EX(11-96) NO. CD 000164 I I I I I I I I I MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS AMOUNT $43.20 $43.20 '\. /b-~O-~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 )'/ C- l May 18, 2001 Telephone (717) 787-3930 FAX (717) 772-0412 Patricia R. Brown Liberty Loft 4 East Liberty Ave. Carlisle, Pa.17013 Esq. Re: Estate of Hollice A. Snyder File Number 2101-0028 Dear Ms Brown: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before March 29,2002. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. Sincerely, /7 .1, I I' A r) ~ '.' I." .."" 11JL ,.', I' II /( , !;I ; / .' /1 I ,. '/, / /., i/r'c'''';'' ',' , , f ' / '/<jv'i'b{,;(./J!;!(j)-u: . " l_/~y D. Hollenbush, Supervisor Document Processing Unit Inheritance Tax Division en \. \ J \ ~-o:t: -0 ~ 'JJ";> oo(/) ~""~ P' ()"'I 0- ~O(b Cl>~ (i> ~ a:> g ~ ~ \:-t'~ ~ 0~,.(\ ('" 0 0. - _ c.. f' V' ~ ~ ~ ~ ~ 1 t "(<:\ ~",Cl 0 ~ ~ " _ l1'. ~ ~ 0., - <:) ,.., ('-. c $. 0 \ ~ f\ <::. V' , ~ ~ ~ ~ ~ s; m LAST WILL AND TEST AMENT OF HOLLICE H. SNYDER I, HOLLICE H. SNYDER, a resident of and domiciled at 99 Ege Drive, Carlisle, South Middleton Township, Cumberland County, Pennsylvania, being of sound mind and disposing intent, do hereby make, publish and declare this instrument to be my Last Will and Testament, expressly revoking all Wills and Codicils heretofore made by me. FIRST: I hereby direct my Executors, hereinafter named, to pay all my debts, taxes, funeral and administrative expenses out of my estate, as soon as practicable after my death. If my estate does not have sufficient funds for the payment of said debts, taxes, funeral and administrative expenses, then the securities which I won, hereinafter mentioned, may be sold in an amount necessary to pay said debts. SECOND: I direct that my remains be cremated and the ashes placed in a prepared cremorial in Lot OA-80, Snydertown Community Cemetery, R.D. #2, Howard, Pennsylvania. Hoffman-Roth Funeral Home in Carlisle, Pennsylvania, is in charge of the funeral arrangements. THIRD: (A) I give and bequeath my gold ring made of nugget design, set with a solitaire diamond, to my son, HOLLICE ANDREW SNYDER. In the event HOLLICE ANDREW SNYDER predeceases me, then in that event I give and bequeath said ring to BRIAN HENRY SNYDER. (B) I give and bequeath the ladies platinum ring set with three diamonds that I own, to my son, BRIAN HENRY SNYDER. In the event BRIAN HENRY SNYDER predeceases me, then in that event I give and bequeath said ring to HOLLICE ANDREW SNYDER. (B) I give and bequeath my one-half (50%) interest in the "Right of Occupancy" refund due from Cumberland Crossings Retirement Community upon the vacancy and resale of my cottage, said interest ) Page 1 of 4 to be divided equally between my two sons, HOLLICE ANDREW SNYDER and BRIAN HENRY SNYDER. FOURTH: I give, devise and bequeath to my wife, JOAN B. SNYDER, if she shall survive me, all of the income from my accounts with Merrill, Lynch, Pierce, Fenner and Smith (Account Number 506-28416) and Edward D. Jones (Account Number 377-02753-1-5) for her life. Such income shall be paid to her monthly or as she shall determine. Upon the death of my wife, JOAN B. SNYDER, or upon the maturity of any security, or partial principal payment, whichever occurs first, the principal and any accumulated income thereon shall be divided equally between my two sons, HOLLICE ANDREW SNYDER and BRIAN HENRY SNYDER. FIFTH: I give, devise and bequeath all the remainder of my estate of every nature and wherever situate, to my wife, JOAN B. SNYDER, if she survives me. SIXTH: If my wife, JOAN B. SNYDER, does not survive me, then I direct that the remainder of my estate, of every nature and wherever situated, be divided equally between my two sons, HOLLICE ANDREW SNYDER and BRIAN HENRY SNYDER. SEVENTH: In the event my wife, JOAN B. SNYDER, and I should die simultaneously or under circumstances as to render it impossible to determine who predeceased the other, or within thirty (30) days of each other as the result of a common accident, I shall be deemed to have survived her. EIGHTH: I direct that any item that I may own at my death, shall be distributed to each beneficiary without the requirement of payment therefor. NINTH: I hereby direct that no Executor or other Fiduciary named or appointed by this Will shall be required to post any bond or give security of type for any purpose whatsoever, in any jurisdiction in which he/she may be called upon to act, insofar as I am able by law to do. Page 2 of 4 \~ TENTH: I hereby nominate, constitute and appoint my two sons, HOLLICE ANDREW SNYDER and BRIAN HENRY SNYDER, or the survivor of them, as Co-Executors of this my Last Will and Testament. I hereby authorize my Executors to sell, with or without notice, at either public or private sale, and to lease any property belonging to my estate, subject only to such confirmation of court as may be required by law, for such prices and on such terms and conditions as they deem best. IN WITNESS WHEREOF, I have set my hand and seal this ~day of December, 1995. \~~ I~, ~~ HOLLICE H. SNYDER ~ SIGNED, SEALED, PUBLISHED and DECLARED by the above Testator as and for his Last Will, in the presence of us, who thereupon at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses. ~~7~ CAe. U~J5' ?A. Address Witness ~~~~ Witness ~, '--P~ . Address STATE OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, HOLLICE H. SNYDER, Fa tricia R. Brown and Richard A. Pinamon t i , the Testator and the witnesses, respectively, whose names are signed to the 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 that he signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the Page 3 of 4 witnesses, in the presence and hearing of the Testator, signed the Will as witnesses and that to the best of each witness' knowledge and belief the Testator was at that time eighteen years of age or older, of sound mind and under no undue constraint or influence. ~} t\ 'Y~ ,0, ()~ ~~~ ~ - -""~ ' /./ r:Q)..fi-- Testator Witness y~V?~ Witness Subscribed, sworn to and acknowledged before me by HOLLICE H. SNYDER, the Testator, and subscribed and sworn to before me by Patricia R. Brown and Richard A. Pinamonti NOTARIAL SEAL DENISE SNIDER. NOTARY PU8l1C CARLISLE BORO. CUMBERLAND COUNTY MY COMMISSION EXPIRES OCT. 28. la96 Member, Pennsylvania Association of Notaries , witnesses, this 8th day of December, 1995. (~------- C=--~bl;~viA.l) ~~j ~ Page 4 of 4