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HomeMy WebLinkAbout06-16-15 J Lsos61o1vo REV-1500 �x `��,,,,`" PA Departlnen�of Revenue OFFIGIaL USE ONLv Bu�eau oflntlivitlualTaxes Counry Cale Year File Number ao eox zaoso� INHERITANCE TAX RETURN Harrisbura PA1�128-o6ot RESIDENTDECEDENT 2 1 1 5 0 0 7 3 ENTER DECEDENT INFORMATION BELOW Social Security Nvmber Da�e of Death MMD�YYYY Da�e of Birth mmo�vvYv 1 2 2 2 2 0 1 4 1 2 2 2 1 9 3 3 DecetlenCs Last Name SuHix DecedenCs First Name MI S N Y D E R G A R Y D (If Applicable)Enter Surviving Spouse's Infortna[ion Below Spouse's Last Name Suffix Spouse's Firs[Name MI Spouse's Social Sewri�y Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 7.Original ReWm � 2.Supplemenlal Return � 3.Remaintler Retum(Da�e of OeatM1 Prior to 12-1182) � 6.Limi�etl Es[ate . � 4a. Fulure In�eres�Compmmise(tla[e o( � 5.Federal Estate Tax ReNm Requiretl dea�h aker 1242-ffi) ❑X 6.�ecetlent oied Testate ❑ ]. Decedent Maintained a Living Tms� _ 8.Total Number of Safe Deposi�Boxes (Aflach Copy o(Wil� (A�tach Copy of Trus�J � 9.Litigation Pmceeds Receivetl � 10. Spousal Poverty Cretli�(Da�e of Death � 1 t.Election to Tax under Sea 9113(A) Be[ween 12-31-91 and 14-95) (At�ach Schetlule 0) CORRESPON�ENT�THIS SECTION MUST BE COMPLETED.ALL CORRESPON�ENCE ANO CONFIUENTIAL TA%MFORMATION SHOOLD BE DIRECTEO T0: Name �aytime Telephone Number S ll S A N J • H A R T M A N 7 1 7 2 4 9 7 7 8 0 REGISTER OF WILLS Il�ONLY C � u-i _- - _ C_ ' �� i � 7 . FlrstLine ofAtltlress �-i - ._ - - � 1 I R V I N E R 0 W ' 'J � c� Second Line o(Adtlress � � Clry or Pos�Office 5[a[e ZIP COGe DATB FlLFyD��_ C A R L I S L E P A 1 7 0 1 3 - " "' � w � corresPondenrse-maiiaaarass: susan(a�duncanhartmanlaw.com untler penalties ol verjury.I Oeclara inat I have axaminetl inis reWm,Ndutling armmvanyina scM1eaules ana slatemenis,ana to tne best or my knowleage ana oehef. I�is We,corretl anC comple�e.DeGarallon ol preparer otM1e��M1an IM1e personal representatNe Is based on all Intorma�ion ot wM1ICM1 preparer M1as any knowletl9e. S�BJIATUREO P N SP SIBLEFO ING ETURN ATE LIdYL / /�//S 'dDORE55 � 80B GOBIN DRIVE CARLISLE PA 17013 SIGNA EOFPREPAREROT INAKREGRESENT TIVE OPTE �t— D RES —� PLEASE USE ORIGINAL FORM ONLV Side 1 � L 1505610140 1505610140 J J 150561�240 REV4500 EX(FI) Decetlenfs Social Sewri�y Number oe�ae�rsrvame�. GARY D • SNYDER RECAPITULATION 1. RealEstata(SchetluleA) . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . 1. • 2. Stocks antl Bontls(Schedule e) . . . . .. . . . .. . . . . . . . . . . .. . . . . .. . . . . . . . . . 2. 1 9 4 7 . 9 4 3. Closely Neltl Coryoratian,Partnership or Sole-Pmprielorship(Schetlule C) . . . . . 3. ' 4. Mongages and Notes Receivable(Schetlule 0) .. .. . . . . .. .. . . . . . . . . . . . . . . 4. • 5. Cash,Bank Deposi�s and Miscellaneous Personal Property(Schetlule E). .. .. . . 5. ' 6. Jointly Ownetl Propetly(Schetlule F) ❑ Separate Billing Requestetl . .. .. . . 6. • ]. In�er-Vivos Transfers 8 Miscellaneous N -ProOa�e Pmperty (Schetlule G) � Separate Billing Requestetl . . . . . . . ]. 1 1 1 9 6 7 , 0 5 e. rowi Grass assets potai Lines i tnrougn 7) . . . . .. _ . . . a. 1 L 3 9 1 4 , 9 9 9. Funeral Expenses and Atlminis�rativa Casis(Schedule H) . .. .. .. .. . . .. .. . . . 9� 6 6 0 . $ � 10. Debts ot Decedent.Mortgage Liabilities, antl Liens(Schedule p _ . . .. .. . . . . . 10. • i�. roa�oaa�ono�sc�o�aiu�e:ea�aio) _ . _ .. .. . . . . . . _ . . _ _ __ . . . . ii. 6 6 � . 5 0 12. Ne[Value ot Estate(Line 8 minus Cine 11) . . . . . . . . .. . . . . .. . . . . . . . . . . . . 12. 1 1 3 2 5 4 . 4 9 13. Charitable and Govemmental BeQues�s/Sec 9113 Tmsts for whlch an election to tax has no[been made(Schetlule J) . . .. . . . . .. .. . . .. . . . . .. 13, • 14. Net Valua Subjactto Taz(Line 12 minus Line 13) . . . . . . . . . . . 14. 1 1 3 2 S 4 . 4 9 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at iha spousal tax rate,or transfers untlerSen 9116 (a)(t2)x.o _ 1 1 3 2 5 4 . 4 9 ts. 0 . 0 0 i6. Amount of Line 14�axable atlinealra�e %.0 0 . � 0 i6. 0 • � 0 1�. Amount of Line 14laxable atsiblingrateX.12 � • � � 1�. � • 0 0 18. Amount of Line 14laxable alcollaleralrate %.15 � . � 0 1g. 0 . 0 � 19. TAX OUE . ... . . . .. . . .. . . . . . . . . . . . . . . . . .. .. . . . . .. . . 19. � . � � 20. FILL IN THE OVAL IF VOU ARE REOUESTING A ftEFUND OF AN OVERPAVMENT ❑ Sltl¢2 L 1505610240 1505610240 J FEV-1500EX(Fp Pe9e3 FIIeNumb¢r DecedenYs Complete Address: Zi is o073 DECEDEM'S NAME GARY D. SNYDER STREETADDRE55 808 GOBIN DRNE _.. GITV STAiE ZIP CARLISLE PA 17013 Tax Payments and Credits: �� Tae Due(Page 2,Line 19) (7) 0.00 2 Credi�slPayments A.PnorPaymenls B.Discoun� To�al Credl�s(A«B) (2) 0.00 3. Interest (3) 4. If Line 2 is grealer Ihan Line 7+Line 3,enter the diHerence.This is the OVERPAYMENT. Fill in oval on Page 2,Line 10to requesla refuntl. (4) 0.00 5. Ii Line 1 t Line 3 is grea�er Ihan Line 2,enter�he diflerence.This is�he TAX OUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Diddeceden�makeatransterand�. Yes No a. retainlheuseorincomeof�hepropetlylransferred ......... .. ........_.._ """' '-"_. ❑ ❑ b. retain�hetlghllodesignatewhoshalluselhepropenyVans�erredori�sincome ....... .... X c. relain a reversionary in�eresl ..._,.......... ............. ...... _...... ...... � Q d. receivethepmmiseforh(eofeitherpayments benefitsorcare� _..... .. _...... ...._. ❑ � 2 w�houtreceivin�aderuDateco�tle�abon2,diddecedenitransferpropertywithinoneyearof0eath 9 9 � � . .... .. ............ .. . ............ ._....... ......... ❑ ❑x 3. �id tlecedent own an'in tms��or or payable-upon-0eath bank accoun�or security at his ar herdea�h? ......... ❑ � 4. Did Oeceden�own an in0ividual retiremenl acwunt annuiry or olher non pmba�e propeny which containsa�enefciarydesignalionl _......... . ........._... ....._.._... . ..._........_.._._.._.. 0 ❑ IF THE ANSWER TO ANY Of THE ABOVE�UESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or aker July i, 1994, and 6efore Jan. 1, 1995,ihe tax rate imposetl on the net value of transfers to or for�he use of Ihe surviving spouse is 3 percent p2 P-S.§9118(a)(1.1)(i)J. For dates of dea�h on or after Jan. 1, 1995,the tax rate imposed on lhe net value of Iransfers to or for the use of the surviving spouse is 0 percent �72 P.S.§91 i6(a)(1.1)(ii�J,The staW�e does not exempt a transfer to a surviving spouse from�ax,and the staWtory requirements for tlisclosure of assets and fling a tax reNrn are s�ill applicable even if ihe surviving spouse is�he only beneficiary. For dates of death on or aker July 1,2000: • The tax rate imposed on�he net value of Iransfers from a deceased child 21 years of age or younger at tlea�h�o or for ihe use of a naWral parent,an adoptive parent or a stepparent of ihe child is 0 percenl[72 P.S.§9116(a)�12�]. • The tax rate imposed on ihe ne�value of iransfers�o or for the use of�he decedenYs lineal 6enefciaries Is 4.6 percent,except as no�ed in pz P.s.g9i16(a1f�11. • The tax rate imposed on the ne�value of Vansfers�o or for the use of lhe decedenfs siblings is 12 perceN[72 P.S.§9116(a)(1.3�J.A sibling Is de(ined, under Section 9102,as an individual who has at least one parent in common with ihe decedent whether by blootl or adoption. REV-t503 E%�(e-12) pennsylvania SCHEDULE B OEPARiMEMOiRFVENUE STOCKS & BONDS INHERIiANCEiA%REiURN ftE51pENipECEOENi ESTATE OF FILE NUMBER GARY D. SNYDER 21 15 0073 All prapertylainlly owned with right ot survivorohip must be tlisclosetl on ScheEule F. IiEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. VERIZONSTOCK472X4127 �,94�.94 [SEE ATTACHED] TOTAL�AIsoenleronLine2,Recapitulation) S �,gq7_gq If more space is neetled, insetl addi�ional sheets of�he same size REVd510 E%�(OB-09) pennsylvania SCHEDULE G oErnArmsH�oraevex�e INTER-VIVOSTRANSFERSAND �HHEA�rANCEr�aer�aN MISC. NON-PROBATE PROPERTY aEsioENroECEOErvr ESTATE Oi FILE NUMBER GARY D. SNY�ER 21 15 0073 Thls sc�eJule must be wmple[etl antl fileC il lhe answer to any o�Ques�ions 1 Ihrough 4 on page�M1ree ol Ne REV4500 is yes. DESCRIPTIONOFPROPERTY pATEOP�EATH %OF�EGD'S EXG�USION TAXABLE REM INLWOFLHENMIEOF1HEiMNYEPEE,iHFPREIATONSHiPiO�ECEOEMPN� NUMBER rMEon*[arnwsrEa.nitncH�corvorr�o�oroqn�stcsrnrE VALUEOFASSET INTEREST VALUE t CB&TCUSTIRA/ROLLOVER 111,967.05100.00 111,967.05 ANNABELLE S. SNYDER, WIFE �SEE ATTACHED] TOTAL �Alsoen(eronLine7,Recapitulation) S 111967.05 I�more space is neetleQ use adENonal sheets af paper o�Ne same siee. REV��511 EX�(0&13) pennsylvania SCHEDULE H °""°'""`"T°`AE"`"�E FUNERALEXPENSESAND iNHERi.nHCErnxaEruaN ADMINISTRATIVECOSTS aEsioEr�r oECEOErvr ESTATE OF FILE NUMBER GARY D. SNYDER 21 15 0073 �ecetlent's Eebh musl be reported on ScheEule 1. ITEM NUMBER DESCRIPTION AMOUNT A. Fl1NERALEXPENSES'. t. B. A�MINISTRATNE COSTS: 1. PersonalRepreSentaliveCommissions: Name(s)ofPersonalRepresen�etive(s) Slree�AJtlrexs Ciry SU�e ZIP Year�s)Commission Paitl: y nnomeyFees: DUNCAN & HARTMAN, PC 550.00 3, famiyExemp�iortQ(decetlenCsaJtlresSisnotlhesameasdaimanYs,attacheaplanatim.) Claimant SVeelAdOress Gity Stale ZIP Relafion5M1i0 ol Claimant�a Decedent 4, PmbateFees: REGISTER OF WILLS 110.50 5 Accoun�anlFees'. 6 TaxReWmPreparerFees'. 7 TOTAL�AIsoen�eronLine9,RecaplWlatlon) $ 660.50 If mora space is needed,use atlGitional shee�s oi pa0erof Ihe same size. REV-1513 E%�f01-10� pennsylvania SCHEDULE J oEaaarmEHr oF Aever�ue BENEFICIARIES irvnEairANCE rnx R=_.uaN RESIDENi�ECE�ENi ESTATE OF: FILE NUMBER: GARY D. SNYDER 21 15 0073 RELATIONSHIPTODECEOEM AMOUNTORSHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not ListTmstee(s) OF ESTATE � TAXABLEDISTRIBUTIONS �InduOeoulnghispousaltlistribNionsane�ransfersuntler Sec.91161a111211 1. ANNABELLE S. SNYDER Spousal 808 GOBIN DRIVE 100% CARLISLE. PA 17013 ENTER OOLIAR AMOUNTS FOR�ISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV4500 COVER SHEET,AS APPROPRIATE. ��, NON-TAXABLE�ISTRIBl1TI0N5: A.SPOUSAL�ISTRIBUTIONS UNOER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN'. 1. B.CHARITABLE AN�GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LME 13 OF REV4500 COVER SHEET. E If more space is needed,use additional sheets of DaDe�o��he same size. LAST WlLL & TESTAMENT OF GARYD. SNYDER GARY D. SNIDER, of 808 Gobin Drive, Carlisle, Cumbedand County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FII2ST. I d'uect that all my just debts and funeral expenses be paid from my estate as soon after my death as practica(ly and conveniently may be done. SECOND. 1 direct that my remains be in[erred within my family's burial plot in accord with my expressed wishes. THIRD. I authorize my personal representative to expend funds Crom my estate, in such amounts as my personal representative shall consider oecessary a�d desirable for the purohase, erectio� and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my wife, Mnabelle S. Snyder, provided she survives me by thirty(30) days. I�the event she fails to survive me by thirty (30) days, I give, devise and bequeath all said tangible personal property unto my children, Jeffrey E Coleman, per stirpes; Cynthia A. Young; Susan A. Sachs, per stirpes; and David E. Snyder, per stirpes. In the event Cynthia A. Young predeceases me, then her share shall pass to David E. Snyder. FIFTH. I give, devise and bequeath any and all real estate owned by me at the tune of my death, unto my wife, Annabelle S. Snyder, provided she survives me by thirty days. In the event she fails to survive me by thirty(30) days,I give, dwise and bequeath all said real estate ❑nto my childreq Jeffrey E. Colemaq per stirpes; Cy�tk�ia A. Young; Susan A. Sachs, per stirpes; and David E. Snyder, per stirpes. In the event Cynthia A. Young predeceases me,then her share shall pass to David E. Snyder. SIXTH_ I give, devise and bequeath all the rest, residue and remainder of my estate unto my wife, Annabelle S. S�yder, provided she survives me by thirty(30) days In the event she fails to survive me by thirty (30) days, i give, devise and bequeath all the rest, residue and remainder of my estate unto my ctilldreq Jeffrey E Colemaq per stirpes; Cynthia A. Young; Susan A. Sachs, per stirpes; and David E. Snyder, per stilpes. In the event Cynthia A. Young predeceases me, the�her share shall pass to David E_ Snyder_ SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or othervvise, shal]be paid out of the pr'vicipal of my residuary estate. EIGHTH. I hereby nominate, constimte and appoint my wife, Annabelle S. Snyder as Executrix of this my Last Will and Testament In the event of renunciation, death, resignation or inability to act for any reason whatsoever of Annabelle S. Snyder, I nominate, constitute and appoi�t my daughter, Cynthia A. Young as Executrix of this my Last Will and Testament In the event of renunciation, death, resignation or inability to act for any reason whatsoever of Cynthia A. Young I nominate, constitute and appoint my daughter, Susan A. Sachs as Executrix of this my Last Will and Testament. I hereby relieve my Executrix from the necessity of posting security in connection with her duties, as such, in any jurisdiction in which she may be called upon to act insofar as I am able by law to do sa Iu addidon to the powers conferred by law, I authorize my Executrix, in her absolute discretion, to retain in the foan received, and to sell either at public o�private sale any real or personal propeRy owned by me at the time of my death. NINTH. 1 have made, or may from time to Ume make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I urge my Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WTTNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritte�pages this =��"day of Uc�4�t�2003. � GARY . SNYDER Signed, sealed published and declared by the above named Testator Gary D. Snyder as and for}tis Last Will and Testament, in the presence of us,whq at his request, in}tis sigltt and presence and in the sight and presence of each other, have hereunto subscribed our names as wit�esses. r � i �. ^YI�L'� COMMONWEALTH OF PENNSYL PANIA . : SS. COUNTY OF C(IMBERI AND � I, Gary D. Snyder, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that 1 signed and executed the instrument as my I.ast Will;that I sigued it willingly; and that I signed it as my Cree and voluntary act for the purposes therein expressed. GARY SNYDER " Swom or affirmed to and acknowledged before m�,by .., .. Gary Snyderthis,�t-�y-�ay of�J���2�, 2003_ - ,_ . �. _ . �� .. .. . . . /� / 11�� '�� p� otay Public �� � COMMONN'EALTH OF PENNSYLVANIA . :SS. CO(INTY OF CU.M1IBERLAND . We, S..sa.�.S. !-kir-E�v.ok and K�•ttly 1-. M.�w...art the witnesses whose names aze signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Gary D. Snyder sign and execute the instmment as tvs Last Will;that he signed willingly and that he executed as his free and voluntary act for the pulposes therein expressed;that each of us in the hearing and sight of the Testator signed the will as wituesses; and that to the best of our knowledge, the Testator was at that time eighteen(18) or more yeazs of age, of sound mind and under no constraint or undueinfluence. � �—�� Swom or affirmed to and subscribed before me by 5use.K3. Hnrtma.. atld K"`M"'1� '�"""`^ti��'F" , witnesses, . �� � this3(�ay of��L�'�5-2003. . �. . � � ��k / c�;� No Public �ort Package 3 _ __ . . . � Mnabelle S Snytler JAMES P WEAVER Snytler Portlolio 808 GODin Dr 88]S Arlington Ave Period 01/O V2014-12/3'I I2014 Ameritas� Catllsle,PAi]013 Harrisburg PAt]1W Created Oi105/2�15 ]1]-652-3]33 Ameritas Investment Corp. Member FINRNSIPC Comparetive Holdings by Investor Annabelle S Snyder Acct Name:STATE STREET BK&TR CO CUST�C ANNABELLE S SNYDER 808 GOBIN DR CARLISLE PH 170�3-1513 Acct No:01000289093 AcctType:IR4lndividualty Established Asset Name �uantky P���el5) Value(b) Quantity Price(5) Value(E) °6 Retum � StartDate:01)UV2014 End�ate:iL3'I@014 AFFlLIATEDFUNDCLASSA 4,59229 'I5.5] 71,507.94 4,70838 1621 ]6,60538 12.12 AccountTotal: $�1.501.94 S]6,60538 12.�2% InvestorTOGI: 5�1.501.94 � S�6,fi05.38 12.'12% iY Gary D Snyder � �' Acct Name:C88T CUST IRPJROLLOVER GARY D SNYDER/�EC'D 808 GOBIN DR CARLISLE PA 17013-1513 Acct No:00064595656 AcctType:Ce&T IRAlRollover AssetName �uanHty . Ptlre(5) Value�5) Ouantiry Price(S) Value�5) %ReNrn � � 5lart0ate:07/01@0'14 EndDate:'IPI31/2014 AMERICAN FUNDS INV CO OF 2.49624 36]� 91 612.15 2,690.94 3].OB 99,]80.13 '12.19 AMER A AMERIGANFUNDSNEW 369.41 3I.56 1A,6263� 335.91 3628 12,186.92 3.68 PERSPECNE A AccouniTo�al: $10fi,2384] 5111,96]AS 1104% Acct Name:GARV D SNYDER(DCD)& ANNABELLE S SNYDER JTWROS SUBJECTTO DSTTOD RULES 808 �OBIN ST CARLISLE PA 17013-15t3 Acct No:04002313106 AcctType:Tran On Death/Pay On Death AssetName � . . �uantlry Price(S) �alue(S) QuantiH � Price(S) Value(S) %ReNm � � �� Start Date:01/01/2014 End Date:1Y131@014 . AFFILVIIEDFUNDCLASSA 4,992.66 15.5� ll,]35.65 5,542.1] 162� 90.111,14 '12.�1 AccournTotal: $77,73585 $90,171.14 12.01% Acct Name:GARY D SNYDER/DEC'D& ANNABELLE S SNYDER JT WROS 808 GOBIN DR CARLISLE PA 17013-1513 Acct No:00087104262 AcctType:JTWROS Comm Prop Ten Com AssetNaine �. � .�Quantity P���15) Value(S) �uanetty Pdee(Sl . . Value(S) %Retum � � � �SqrtDate:01/01/2014 � EntlDate:1937@074 . � AMERICAN FUNDS INC FND OF � 1,278.08 � 20.65 26,392.43 t,591.09 21.58 34,4652] 1.92 AMRA Acruunttotal'. $26,39243 $34,4fi52] �.92% VZ Historical Prices I Verizon Communications Ina Com Stock - Yahoo! Finance Page 1 of2 Homs MaJ Seam� News Bpo�'s F,nanm �A2311�er C mes �es�vars S�een F"rdr �IA�ra{le�q@enewFreiorv � �� eamnFinanrs Se�ykb Mad Finance Home My Portiolio My Qwtes News Madet�ata Yahoo Originals Business 8 Finance Personal Finance CNeC GontribNors �,.e,m�� o e ar,. �,. , Es. ,M, ,e., �_.m� oPo�� v.e n�. oi • o�o � � � NadMlamiees. • �.. �� � VZ3SiiP _. rrmexo.; � �"""u�'�° �" VerizonCommunicatiomine�VZ�-uvse trw.am�n .�.naaroPamoim'� ux. i_� 48.26 0.08(0.18%) zoromesr-ua:oaaa�inmeve� HistoriwlPnees cnw.m�nia�cesw=� co SetOMePanqe � �Deily sun n: p��V 22 2%d evb.�,t0�o ON'eekh EnaDM��Y ]014 �M���ly 9- 58P5Y0 0)�A OJI pom�e�asoriry . .. .. 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