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HomeMy WebLinkAbout01-0516 __ PETITION FOR GRANT OF LETTERS EstateofCARLM~SCHNEIDER No.21 - ~ I -S""/? also known as CARL r~CHNEIDER , Deceased Social Security No. 198074122 CARL D. SCHNEIDER Petitioner(s), who is/are 18 years of age or older, apply)ies) for: (COMPLETE "A" OR "B" BELOW:) GJ A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut OR Decedent, dated 10/4/00 and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family or principal residence at 325 WESLEY DRIVE, LOWER ALLEN TOWNSHIP, MECHANICSBURG, PA (list street, number and municipality) Decedent, then 92 years of age, died MAY 12 2001 at 325 WESLEY DRIVE, MECHANICSBURG, PA , - , (location) Decedent 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 ........................................................................................ $ T atal ..................................................................................................................... $ 80,000.00 80,000.00 Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: I ? _/ ;-. /"d Signature .--- /'" --::? ~ ~ - L. Typed or printed name and residence I CARL D. SCHNEIDER 1500 HIGHLAND DRIVE SILVER SPRING, MD 20910 Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) and 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 representative( s) of the Decedent, Petitioner(s) will well and truly administer the estate .according .to law. . / / Sworn to and affirmed and subscribed ~ e /' jJ ~ ~ &. ~ ~ before me this ~ '3/ .J- day of ;:;r~ ;J~~./~DM C~r-/ Ie .J7 -e i' \ L ,r-- p~ ':;;:-c DECREE-OF REGISTER r~' Estate of CARL M~SCHNEIDER also known as Deceased No. 21-01-516 Date of Death: 5/12/01 Social Security No: 198074122 , in consideration of the Petition on the AND NOW, MAY 31. 2001 2001 reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary 0 of Administration ((e.t.a., d.b.n.e.t.; pendente1i!"e;:.durante a':.s~ntia: durante minoriate) are hereby granted to CARL D. SCHNEIDER in the above estate and that the instrument(s), if any, dated 10/4/2000 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... $ 200.00 Short Certificates( s) .... .~......... Renunciation .......................... Extra Pages (3 ) ............... I. T.R....................................... JCP Fee ................................. Inventory ... ......... ............. .... ... Other ...................................... ~(I ..JJ"J..!pC' .(!./1.$~<:;Jr r'4 Register of Wills r $ $ $ $ $ $ $ $ 18.00 9.00 Signature 5.00 Attorney: ROBERT L. KNUPP I.D. No: 07083 Address: 407 NORTH FRONT STREET, P.O. BOX 11848 HARRISBURG PA 17108 Telephone: (717) 238-7151 DATE FILED: MAY 31, 2001 TOTAL .............................$ 232.00 MAILED LETTERS TO ATTORNEY MAY 31, 2001 H105.805 REV 9/86 This is to .certify that t~e. inform~tion he~e given is correctly copied from an original certificate of death duly filed with me as Local RegIstrar. The ongmal certificate wIll be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. 'i i COMMONWEALTH OF PENNSYLVANIA e OEPARTMENT OF HEALTH. VIT.\L RlCOROS CERTIFICATE OF DEATH i i I Lwt FOlt NUMBtR SEX SOCIAL URf~ NUMBER 2. r-hle 3. l~ i + 07 Fee for this certificate, $2.00 p 7533402 No. Hl05.;43 R.. 2187 TYPElPR1HT IN PERMANENT BLACK INK NAME Of DECEDENT ,f." M-.. l....' 1. AGE ,La.. B""""'vl UNDER' YEAR I\oIoIlUIa Days BIRTHI'lACf (C.V .,.0<1 SlaleOl f"'eognCOIJfllIVI 5. 92 V... COUHTY Of OEATH 17.. 51a.. PP.l1n.c~y 1 van.iR. Cunber lam s -/~ -6J Date DATE Of DEATH ,M"""'. ea,. ._, M:1 12, 2001 :="",0 MAfllTIll. STATUS. M.",.d Never MarreeeJ. WidOwed. ~cacI tSPec'V' 1..Wid<Med RACE. _Inclian. ~k. WhiI.. lIlC. (Sl>edrl 10. WUte SURVIVING SPOuSE ," _. gnoe-. name, T nMPr All PO ..... 'lb. Did - M". -.sIlip1 17d.0 ::"'''''::'=0/ MOTHER'SNAME,hsa. _. ~Sutnamel cily_ Q' W '" ::l ~ ~ '- ~ ""t ~ ,- ~~ .t~~ DUE 10 (OR AS A CONSEQUENCE Of). .... ,. ".. (-~ '1 l: DUE 10 (OR ASA CONSEQUENCE Of): DUE 1O(0fI AS A CONSEQUENCE Of): ;... WERE AU'lOPSY FIHOIHGS MANHER Of DEATH DATE Of INJURY AlMULA8Lf PRIOR 10 (MonIh. Day. \\""1 COlIIPI.ETtON Of CAUSE }(XJ 0 Of OEATH1 H......' Hamocide Att_ 0 Pending _igation 0 Yes 0 No 0 Suic:ide 0 CCluld "'" be ""onn""" 0 ....... \:: ~ J __ tel>. 29. allTlf_ ,Ct1ec:o only one! .CUTIf'VING PttYSlCIAM (Pllysc:.... c"""Y"'9 cause <iI dealh """'" """""" ""'ysoc........s poonounced <lea'" ana c"""""8<I ..... 2JI To......... of...y .no....... death occurred due.1heI cau..c.) and manner ... ...1.... - - . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .... Z Ul o w lrl o ... o w ~ 00( Z .PRONOUNCING AND CERTIfYING PHYSICIAN (PII~ bolh ;>Ionouoc"'9 death and cenofvOOQ 10 cau... 0/ "".,1>, Tothe-.'ot"'yknowtedglt, de.moccur,ecIa' Ihe..... date, ,andp'ac.. andd"elO ltNleauM{.Jandmann.,.. .'.led.. ........... "MEDICAL EXAMINER/CORONER On the baa'. of ...am'n.tlon and/or inv.aUg.'ion, in my opinion. death oc.CUffed at the "me. dale. and place. and due to the cauaeCa) i1nc1 m...,..,.. ataled.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . )1.. REGISTRAR'S SIGNATURE AND NUMBE iL () LfJ~fl?~t.:\. I.< I 2 I 2, 2 I ~ titian Pike . PA1711 :Ie. 'Ac>o<o- l:="'''=': I : ~fL'~r-If.J1( ~{~Jb (""- n"E Of INJURY INJURY AT 'NORK1 DESCRIBE HOW INJURV OCCURRED. ..... 0 NoD LOCATIOH (511_. CoI'fITo-, _'" I-<.-b o (-yOU 34. ~5-1 (p - 0/ . '-,," LAST WILL AND TESTAMENT OF CARL M. SCHNEIDER 21-01-516 I, CARL M. SCHNEIDER of Bethany Village Retirement Center, Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all prior Wills and other testamentary writings at any time heretofore made by me. I. I direct my Executor or successor Executor, hereinafter named, to pay all of my just debts, funeral and testamentary expenses as soon as conveniently can be done after my demise. II. I specifically give, devise and bequeath the following specific bequests: A. Five (5%) percent of the value of my savings account No. 0010320359 in the Commerce Bank on the date of my death to the PENNSYL VANIA SOCIETY OF CHRISTIAN ENDEAVOR, 33 Bridle Path Road, Feasterville, Pennsylvania. B. Two (2%) percent of the value of my Estate to the HARRISBURG CITADEL OF THE SALVATION ARMY for its Youth Programs. C. Five (5%) percent of the value of my Estate to my grandson, DAVID MATTHEW SCHNEIDER, of Washington, D.C. 1 ... D. Five (5%) percent of the value of my Estate to my granddaughter, KATHRYN ALEXANDRA SCHNEIDER of Rochester, New York; the said sum shall be held by my hereinafter named personal representative as the personal guardian for KATHRYN ALEXANDRA SCHNEIDER in a interest bearing account until she obtains the age of twenty-one (21) years, at which time all accumulated interest and principal shall be distributed to her. III. I give, devise and bequeath all the rest, residue and remainder of my estate in equal shares to my sons, CARL DAVID SCHNEIDER and PAUL GILBERT SCHNEIDER, per stirpes. IV. Should there be any property of whatsoever kind and wheresoever situate of which I have the right to dispose at the time of my death, including but not limited to any special or general power of appointment or both, I hereby appoint the same to my legatees set forth in Paragraph ONE hereof. V. I request my Executors to consult with ROBERT L. KNUPP, ESQUIRE, and KNUPP, KODAK & IMBLUM, P.C., of Harrisburg, Pennsylvania, as attorneys for my estate, they being familiar with my affairs. VI. I nominate, constitute and appoint my son, CARL D. SCHNEIDER as Executor of this, my Last Will and Testament and further direct that he shall serve without bond. VII. If the said CARL D. SCHNEIDER is for any reason unable or unwilling to serve as Executor of this, my Last Will and Testament, then I nominate, constitute and appoint my son, PAUL G. SCHNEIDER, as successor Executor. He, too, shall serve without bond. 2 . . , ... VIll. My said Executor or successor Executor shall have the power to discharge all the debts, liens and encumbrances upon my estate, as well as any taxes thereon, to pay for the cost of the fmal disposition of my remains and fmal illness, if any, to receive any and all commissions and other compensation for services rendered by me during my lifetime and to perform any and all fiduciary duties authorized by statute. Further, I direct my Executor or successor Executor to preserve my estate and any instructions pertaining to the distribution of the same from any attachment or anticipation while in the hands of my said personal representative, it being my express intent that all legacies shall be free from any attachment or anticipation while in the hands of the accountant for my estate. IN WITNESS WHEREOF, I have to this, my Last Will and Testament, typewritten on three (3) pages of paper, set my hand and seal at the end thereof this 4J-7/.J day of () ( -r u 13 2-= R- , 2000. JP ~A1177~I"",J ~ CARL M. SCHNE ER (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, CARL M. SCHNEIDER, 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, all being present at the same time, have hereunto set our hands as witnesses. (SEAL) (SEAL) 3 . '(- ~.. COMMONWEALTH OF PENNSYLVANIA: :SS: Dit L Pj1Jf) COUNTY OF I, CARL M. SCHNEIDER, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~ #&d ~ ~~.le.- CARL M. SC IDER Sworn to and subscribed before me this J./tA day of O(t]l)&~ ~M~ y Public c -y ~~mmission Expires: , 2000. (SEAL) I ~-~ Notarial Seal . Bon~je Jo Hull, Notary Public I . " Hams.burg, Dauphin County ~y CommisSIon Expires July 7, 2003 f-.iie,r./)l;if, Pennsylval"iaAssoclation ot Notaries COMMONWEAL TH OF PENNSYL VANIA : :SS: COUNTY OF JJ.tvj ~II) WE, ~C~ '^, \~~ and ~O h(rf.1- f.)? '4011/( , the witnesses whose names are signed to the \tthched or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw CARL M. SCHNEIDER, Testator, sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witness, and that to the best of our knowledge, the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ----.,... Sworn to and subscribed before me this 4~ day of (1 rtJN.-/f , 2000. ary Public y Commission Expires: Notarial Seal Bonnie Jo Hull, Notary Public Harrisburg, Dauphin County My Commission Expires July 7, 2003 Member, Pennsylvania Association ot f\Jotaries (SEAL) /, //1 /, ORIGINAL' CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: CARL M. SCHNEIDER Date of Death: MAY 1 2, 2001 Admin. No. 2001-00516 To the Register: I 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 of the above- captioned estate on JUNE 8, 2001: PA Society of Christian Endeavor, 33 Bridle Path Rd., Feasterville, PA 19053 Harrisburg Citadel of the Salvation Army, 1122 Green St., Harrisburg, PA 17102 David M. Schneider, 3005 11 th Street, Washington, DC 20010 Kathryn A. Schneider, 25 Stoneham Road, Rochester, NY 14625 Carl D. Schneider, 1500 Highland Drive, Silver Spring, MD 20910 Paul G. Schneider, 25 Stoneham Road, Rochester, NY 14625 Date: June 8, 2001 ~~ ~ ~ Robert L. Knupp, Esq- - ~ PO Box 11 848 Harrisburg PA 17108 (717)238-7151 Counsel for Personal Representative Robert L. Knupp Robert D. Kodak Gary J. Imblum LAW OFFICES OF KNUPP, KODAK & IMBlUM, P.C. CAMERON MANSION 407 NORTH FRONT STREET POST OFFICE BOX 11848 HARRISBURG, PA 17108- 1848 Telephone: 717/238-7151 Facsimile: 717/238-7158 email: robert.knupp@verizon.net Robert Ewing Knupp (1909-1976) Robert H. Maurer (1923-1998) July 17, 2001 MARY C LEWIS REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE P A 17013 RE: Estate of Car! M. Schneider No. 2001-00516 Dear Ms. Lewis: Enclosed herewith please find a check in the amount of $1,000.00 representing the prepayment of Inheritance Tax in the above matter. Thank you for your attention in this matter. If you have any questions, please call. Very truly yours, KNUPP, KODAK & IMBLUM, P.C. /s/ Gf~~~ Robert L. Knupp .,(A RLK/aa Enclosure cc: CARL D SCHNEIDER EXECUTOR 1500 HIGHLAND DRIVE SILVER SPRING MD 20910 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT KNUPP ROBERT L POBOX 11 848 HARRISBURG, PA 17108 ____h__ fold ESTATE INFORMATION: SSN: 198-07-4122 FILE NUMBER: 21-2001- 0516 DECEDENT NAME: SCHNEIDER CARL M DATE OF PAYMENT: 07/18/2001 POSTMARK DATE: 07/17/2001 COUNTY: CUMBERLAND DATE OF DEATH: 05/12/2001 NO. CD 000060 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: KNUPP ET AL CHECK# 49354 SEAL INITIALS: PB RECEIVED BY: $1,000.00 MARY C. LEWIS REGISTER OF WILLS Robert L. Knupp Robert D. Kodak Gary J. Imblum LAW OFFICES OF KNUPP, KODAK & IMBLUM, P.C. CAMERON MANSION 407 NORTH FRONT STREET POST OFFICE BOX 11848 HARRISBURG, PA 17108-1848 Telephone: 717/238-7151 Facsimile: 717/238-7158 email: robert.knupp@Verizon.net Robert Ewing Knupp (1909-1976) Robert H. Maurer (1923-1998) February 11,2002 MARY C LEWIS REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE P A 17013 RE: Estate of Carl M. Schneider No. 2001-00516 Dear Ms. Lewis: Enclosed herewith please find an original and three copies of the Inheritance Tax Return and Inventory in the above matter along with appropriate filing fee. Please accept the original and one copy for filing and return the remaining time-stamped copies in the enclosed self-addressed stamped envelope. Thank you for your attention in this matter. If you have any questions, please call. Very truly yours, KNUPP, KODAK & IMBLUM, P.C. RLK/aa Enclosure cc: CARL D SCHNEIDER EXECUTOR 1500 HIGHLAND DRIVE SILVER SPRING MD 20910 ! 49354 KNUPP, KODAK, & IMBlUM, P.C. 407 NORTH FRONT ST. HARRISBURG, PA 17108 DATE : Jul 16/2001 CHE #: 49354 AMOUNT: $1,000.00 ACCOUNT: TRUST - 1 PAID TO: CUMBERLAND COUNTY REGISTER OF WILLS i i U , CLIENT: 3363 - ESTATE OF CARL M SCHNEIDER MATTER: 1010167 t LAW OFFICES OF KNUPP, KODAK & IMBLUM, P.C. CAMERON MANSION 407 NORTH FRONT STREET P.O. BOX 11848 HARRISBURG, PA 17108-1848 '-1 . .~ I ' \f1::)\a~~":"'~()\ Q~ 1,"11( It.' H tI IIl1l1..11 III " 11.1 till. t I 11111 t 11 lit 1111111111 4', ~ ~ ~ ~_:\~~':~'-<(i"2; C:.:''- "le'" f' '.J.: ~'.;. \ ',.::..0 ',r " ~:..~ \;~,i --' ~...._,.-.. ;"0\ ....... . . r' i.. Ij: ~~.~ ,'-" '''\" .--.; .- -' '~ ..<:: ........... ....,' .::- 1_CI"~.; il: I ,'"' .'( tn ';3~ Htn ~'g ~::c. o~ ';::)~ ~O~ t-\0';::)~ tn';:o"'O"o Ht-\tn...... ~'P~..-I ct'gtn tn0g~ H~~(:).I ~~~~ ~~';::)~ r'\ ~ S<. H '-"til'-"..J ~~~~ ~~~0 ~u <:IJ r- ~ Cl-< ~ ';b ~ -z:. ~ 0 ~ ~Lj) $ r:: <(!})r-,....-' t'"'\ ~ -z:. ,.... <!. ~ ~o><o... 9 -z:.t:00 ~ 0 :r. (:0, ~ .>oJ ffi ~ 0 (:0 00 ~ 0 0.. tfl Cl-< <!. Z. ~ Cl-< U r- <!. ::> ~ :I: ~ 1 OR\G\NAL INVENTORY CARL M. SCHNEIDER CARL D. SCHNEIDER, EXECUTOR , Deceased No. 21 01 00516 Date of Death 5/12/01 Social Security No. 198-07-4122 Estate of CARL M. SCHNEIDER also known as Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. INVe verify that the statements made in this inventory are true and correct. INVe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Morn~: ROBERTL.KNUPP I.D. No.: 07083 Address: 407 NORTH FRONT STREET, P.O. BOX 11848 HARRISBURG PA 17108 Telephone: (717) 238-7151 Personal Representative: ~,~~~ LL-... Dated .p~-.....L ~ ~I I Description HIGHLAND PARK CAMPMEETING ASSN. 1 SHARE OF STOCK Value 25.00 EVERGREEN FUNDS PA MUNICIPAL FUNDS ACCT #16-1008238159 COMMERCE BANK SAVINGS ACCOUNT #010320359 8,567.16 a ('"; ,... -~,.. - (I' 3::;e (') ~ (i' ~ .'..., :tl ..A.~(D (I2~i864.14 .,.., rT""l c::o Ii; EVERGREEN FUNDS PA MUNICIPAL BOND FUND - A DIVIDEND CHECK NO. 001215264 WAYPOINT BANK CHECKING ACCOUNT #1800030017 ~ N 35.51 v C.n ::::;. 2e7269.70 WAYPOINT BANK SAVINGS ACCOUNT #1860010264 1,893.61 Total 61,337.38 (Attach Additional Sheets if necessary) ~OTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, Include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 J Continuation of Inventory CARL M. SCHNEIDER 21 01 00516 PaQe 1 Description of Inventory Description Value AMERICAN BIBLE SOCIETY ANNUITY DIVIDEND CHECK #0000236135 EVERGREEN FUNDS PA MUNICIPAL BOND FUND - A DIVIDEND CHECK #001215264 ALM INTERNATIONAL GIFT ANNUITY FUND 61.50 35.51 62.25 1993 CHEVROLET CAVALIER APPRAISED VALUE 1,500.00 ERIE INSURANCE REFUND ON AUTO INSURANCE 23.00 CENTRAL PA CONFERENCE LOAN COMMISSION UNITED METHODIST CHURCH 5,000.00 Subtotal $ 6,682.26 61,337.38 Grand Total $ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT KNUPP ROBERT L POBOX 11 848 HARRISBURG, PA 17108 -------- fold ESTATE INFORMATION: SSN: 198-07-4122 FILE NUMBER: 2101-0516 DECEDENT NAME: SCHNEIDER CARL M DA TE OF PAYMENT: 02/12/2002 POSTMARK DATE: 02/11/2002 COUNTY: CUMBERLAND DATE OF DEATH: 05/12/2001 NO. CD 000853 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $540.23 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ROBERT L KNUPP ESQUIRE CHECK# 51919 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $540.23 MARY C. LEWIS REGISTER OF WILLS I- Z W C W o w c w :,: ,,-Ol ,,"''' W"" ",00 ,,"'.... -..'" .. " z o i= :3 :J l- ii: <I: o w a:: z o i= <I: I- :J a. :::E o o >< <I: I- H \ G \ t'}bNbALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY v DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SCHNEIDER, CARL M, DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) j6u~ ~33 - 7 FILE NUMBER 21-0100516 C5liNrvC05E ----vE~ - - 'iM:iiiER- - SOCIAL SECURITY NUMBER 198-07-422 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Retum (date ofdealh ptiorto 12-13-82) o 5. Federal Estate Tax Return Required .!.. 8. Total Number of Safe Deposit Boxes D 11. Election to tax underSec, 9113(A) 1_"""0) ... z w c z o .. Ol W '" '" o " , iljil!lllliiililliillili:Wl]jfiliiiiii'i COMPLETE MAILING ADDRESS 407 NORTH FRONT STREET '.......,' <<UEU"';] NAME ROBERT L KNUPP FIRM NAME (If Applicable) KNUPP, KODAK & IMBLUM, P,C, TELEPHONE NUMBER (717 238-7151 PO BOX 11848 HARRISBURG 05/12/2001 01/04/1909 PA 17108 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) N/A [Kl1. Original Return D 4. Limited Estate [KJ 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust {Attach copy ofTrus~ o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) OFFICIAL" USE ONLY ~o - .'00" =- (f,~ ~ :" 2 :0 ~ ~~ 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4, Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6, Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X _(15) 35,396,93 X ,045 (16) X ,12 (17) X ,15 (18) (19) 61,312,38 ..,., m CJ 16. Amount of line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ N -0 ~ .j::';;' \0 (8) 61,337,38 10,297,15 13,718,30 (11) (12) (13) 24,015.45 37,321,93 1,925,00 (14) 35,396,93 1,592,86 1,592,86 , ,.0.""::' I Decedent's ComDlete Address: - ; " ~ T STREET ADDRESS BETHANY VILLAGE 325 WESLEY DRIVE CITY I STATE PA I ZIP 17055 MECHANICSBURG Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,592.86 1,000.00 52.63 Total Credits (A + B + C) (2) 1,052.63 3. InteresVPenalty if applicabie O. Interest E. Penalty TotallnteresVPenalty (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) A. Enter the interest on the tax due. (5A) B. Enter the totai of Line 5 + 5A. This is the BALANCE DUE. (5B) Make to: REGISTER OF WILLS, AGENT 540.23 540.23 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN 'X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ............... ......................................................... 0 [KJ b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [KJ c, retain a reversionary interest; or ........ ...................,............ ............................. .......................... ... D [Z] d. receive the promise for life of either payments, benefits or care? .. .........................................................0 [KJ 2. if death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration?...... ........................................ ..................................... ....... 0 [KJ 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? ..... .. ...... 0 [KJ 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which contains a beneficiary designation? ........................ ............................................................. ................ 0 [KJ 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 that j have examined this retum, including accompanying schedules and statements, and to lt1e besl of my knowledge and belief. it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge. SIGNATURE OF PERSON RESPON:ZFI~~G~ DATE AD SS 1 0 HIGHLAND DRIVE SILVER SPRINGS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE -- ~ ~ ADDRESS~ P.O. BOX1~o48 HARRISBURG MD 20910 DATE ~ PA 17108 ;::;:; lWil:;i!iH!ilmW1WH ijJj)iW liiiiiiiiufmmmmmiiii!ilmmH!l!!Hmmmiii!!:! ;;;;;;;;;ii!ii ;;;;;;<;:::;iiiiiiiiiimmmWHlHiHfnmmIIWHliWiiiiiilji,i Ei::! Hiiii!i!:jUtliHWiiii i!immmUmm mm!mmWmmmHlllmmmmim1Wmmmmllmm!!!JlWiiii ijijiJi!liiimmji 1immmilUHjiiiiijfi': 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 ortor the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)l. 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or tor the use of a natural parent, 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)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% 172 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ""ro"'",~" '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE IDENT DECEDENT SCHEDULE B STOCKS & BONDS FILE NUMBER 21 01 ESTATE OF SCHNEIDER CARL M, 00516 ITEM NUMBER t All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION HIGHLAND PARK CAMPMEETING ASSN, 1 SHARE VALUE AT DATE OF DEATH 25,00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 25,00 ""''''''.''.71. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF SCHNEIDER CARL M FILE NUMBER 21 01 00516 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 F. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. DESCRIPTION VALUE AT DATE OF DEATH 8,567.16 PA MUNICIPAL BOND FUND - A EVERGREEN FUNDS ACCOUNT NO. 16-1008238159 COMMERCE BANK SAVINGS ACCOUNT #01 0320359 23,864.14 PA MUNICIPAL BOND FUND - A EVERGREEN FUNDS DIVIDEND CHECK NO. 001215264 WAYPOINT BANK CHECKING ACCOUNT NO. 1800030017 35.51 20,269.70 WAYPOINT BANK SAVINGS ACCOUNT NO. 1860010264 1,893.61 AMERICAN BIBLE SOCIETY ANNUITY DIVIDEND CHECK NO. 0000236135 PA MUNICIPAL BOND FUND - A EVERGREEN FUNDS DIVIDEND CHECK NO. 001215264 ALM INTERNATIONAL GIFT ANNUITY FUND 61.50 35.51 62.25 1993 CHEVROLET CAVALIER APPRAISED VALUE APPRAISAL ATTACHED ERIE INSURANCE REFUND ON AUTO INSURANCE NO. Q56 0802424 H 1,500.00 23.00 CENTRAL PA CONFERENCE LOAN COMMISSION 5,000.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 61,312.38 " A.W. Troutman Co. 1--1 TROUTMAN'S Chevrolet - Oldsmobile 1111)-11 Knupp, Kodak & Imblum, PC 407 N. Front Street P.O. Box 11848 Harrisburg, P A 17108-1848 June 27, 2001 Estate of Carl M. Schneider Enclosed please find a check in the amount of$1500.00 for the purchase of a 1993 Chevrolet Cavalier VIN# I G IJC5444P7292199. I have seen and appraised said vehicle and based on the fact that the state inspection ran out in June 2000 and the need for four tires, I have appraised its value at $1500.00. Enclosed are copies of the NADA appraisal guide and the Old Car Market Guide by Black Book. Sincerely, ~A~ David A. Trourtnan 640 State Street, P.O. Box 100, Millersburg, PA 17061 692-2137 or 1-800-504-6119 ., I \ - !l , l!~ l!~ If~ ~~ '1' I! I! ~ll ~~ Ill!' Iflf'!!'''i!' ""12!! . !f'1i! '~ II ~~ ~ .- ~~ N- -~ i i~ ~ ~ ~ ii ii El ~ ~ ~ 5 .- I~ ~ ~~ g~ gg I!l ~ NN . . g~ . . .. ~ WN ~~ !~ S! N i t 5! ~~ ii NN I i ~~ ~ i i f a -~ g ~~ ~~ N . I!llll .. .. -- . .. .. .. . . -~------_. -~-----_...._.._- . n<_1 N;~,._",,_...__...=g.1 ~Sl!liil!!m~~~~ fJigE~gg~~gf:l;2 '~P'.L..gcc< f ", ~~'O~~~~~t:le :dl Sf1 . ~ :x~<:< ~I;: 11I_<< i i~~::: e;v,_v>:>:: g"""1 o~o~: ~~ - ~;: ~ ~~I~ ~g - ~ ~,. ~ .==!. I :; ;g ~-"r;;;~1 $~ g ...~!.'!!:Ij c~ g .~_ii"" 8~:;; ~!;o;1's",?;~?}i";1=; ~ 5=~::;:~1 ~~~ ~-~~-~~-~ ~ ~Ji~~ ;:;~.... ~ie !oil 85:: ~~€~t'~~8ii g ~':"!i'-<I -~~ ",o[;.'j;~i'5~~~ 5=~':""\ " n~!!f I ~~~~~~~~~c: ! s-:; ! <to,~ _,~._C1'i !Z.,":"- I if= ~ n :2 !=. !Si j~ i~ I-' "'......N............. <;>> ~......"'U1C1l"''''.. ~ i$i:ili~~aHuH: , W I!lI:COlWNW:NNN t .......====;;!.Ii!.!:=: <Il Q!"''''SI'lUlUlOiUlGll \ '-------- h ~..~.i..UNI~i h.~..;~;;liiiii!ii!!i ~ -5 1!~"ig~tlt'il;;~;;;giC"4 -@i)lISg11lS!2U5E.En il' ;! ~Mk! fih~; ;Hi!!~~I I~~ . ~~ ~n~!: O~ ~ ? ~~ ~~~IF~!r~ FF ~ i ~~ 1 ~[ Jl' : I: . : ~ ! ~~' "'; 'I:: ': , I Ir ~ Ii . I;: . i I;: ~iG II _ ~I . I ~ ~ia II . ~I : I. ,to -- -- I" w1\l - -- ~ rg ~~ ~~ ~~ $~ t1 ~o'_. = '-"'" _ ~ ;;. __ ""' ~ I <0'-= 0;._'" <::> I m& ~~ ~ ~~ ~ ;:~ ~~ <n ~~ ~ ~ i~ " , ~, ~ lil " ~ gZ .. .. . . . NN ~~ N NN ~ ;: W" il N;:; ~ lllll ,~ ~ .. .. . . CIl:J:l:l>(') ~~ gg i! n I """" Nr-I "" NN N U1!e .'" t.: '"'''' - ~!i 88 5 gg ~ ()-~CIlm;;:oo >~~~~~~;;'i:v~" ':'.o-~~;;.o.:~~~d~l,i~~in,,-,- ; -~ ...."'....." .. .....~., '-" ~ '-" '-" -'~' ~~ t;~~t ~~ ;::~ ~~:::~;:c~~~et5et ~:"'j;i~~ ~6~1;; ~ P 30" 2'" ;;: ~~...::: .$;;-;;; " ~ 8 < ~ < ~~~ .. 8~ ~ W_": -- " ....."''- ~ <0 . ... 8 C;:'~ " , '" ... Sz2 00. :o~ .." .; Co) 9 ;;: n <2 ",.;.ii "'-'" -"'in!>: ?\"'o-, ""~~ ~~ t=t 0"'",.....,...,.."'.."..... -:; ~~~~;:;O"'~;:;:t: ....;;:,; ~Q~ ~;:;;:... ~ ~~ ~~~ S;t~ ;;;;:;; ;:;:; -::;;$ :58 C M ~~.:lIJ ~g~ ~'-" ~~& ~~g ~? . ~~ $~g: nl'<,r< tt~ ~'-" ~~fr g~ &~~ c c ~ "'<; if;; ii~ ,,,, t;;S.Jlo v- ~CIO co - enz ~ ~ i'i:"""soog;:: C;:~.2~"2- ,..~ e;~~< ~~< ~ =- ~~ ~C;:la o:lCJ ~ '" ;; ~J "Ii ~ e.~~ "J>c5':::~r:.~e!il; ~ ""~ ~"n~"~"Q n 33n ';:~~\.J?;;;$'~ Jl! ~~:: fE ;/:8:;': z~ J R;;::!'" '" 8';;;:1 ~ <: ~ ,,0 '" ""0 ~~~ s~ ~ ~ ~ ~~ 0.:::_ ~~. ;:" ~ & en g~ "'''' "' 8~ ". E ~;::; 8' ~g . 8~ "W S "" .0 ~~ ~~ c i: Oc 88 - .., 0". ,-,,,,, ~,~il')' ~ ~ ~~ ~ i: ......Z!"-,...C'..,.,~ oo",o"'",orin l;18iS&~8ro ~~~'W~g .....<>.Z;: ~::;,.... " u. u. S'~ I~il I I~ g , "" I F Ii ~ 1Il...~ Ii I!l f i~ i~ ,;, ~ CJ >- CiJ JR ~l - ""'."",,.,,;"'* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF SCHNEIDER CARL M. FILE NUMBER 21 01 00516 Debts 01 decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOOVER FUNERAL HOME 7,355.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s} I EIN Number of Personal Representative{s} Street Address City State Zip Yea~s) Commission Paid: 2 AttorneyFees KNUPP, KODAK & IMBLUM, P.C. 2,500.00 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 232.00 CARLISLE, PA 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. CUMBERLAND COUNTY LAW JOURNAL - ADVERTISEMENT OF ESTATE 75.00 8. THE SENTINEL - ADVERTISEMENT OF ESTATE 100.31 9. HOOVER FUNERAL HOME - DEATH CERTIFICATES OF ELSIE SCHNEIDER 21.00 10. UNISHIPPERS - AIRBORNE EXPRESS 13.84 TOTAL (Also enter on line g, Recapitulation) $ 10,297.15 (If more space is needed, insert additional sheets of the same size) e~'''m.'''"''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF SCHNEIDER CARL M. FILE NUMBER 21 01 00516 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. 20.00 2. 3. 4. 5. 6. 7. B. 9. 10. 11. 12. 13. 14. 15. PENNSYLVANIA EYE ASSOCIATES ACCOUNT NO. 19788 VERIZON - TELEPHONE BILL 65.07 VERIZON TELEPHONE BILL - FINAL 44.28 PP&L UTILITIES ELECTRIC SERVICE 47.93 J.C. SNYDER FLORIST 27.56 MCI LONG DISTANCE TELEPHONE SERVICE 22.52 PA AMERICAN WATER SERVICE WATER SERVICE - FINAL BILL 59.26 CARLISLE IMAGING ASSOCIATES MEDICAL BILL 48.00 BETHANY COTTAGE ASSISTED LIVING EXPENSE ACCT NO. 198074122 BETHANY SKILLED NURSING ASSISTED LIVING EXPENSE ACCT NO. 198074122 MECHANICSBURG. CUMBERLAND COUNTY CITY, TOWNSHIP SCHOOL REAL ESTATE TAXES 2,680.21 6,850.33 78.65 LOWER ALLEN TOWNSHIP SEWER CHARGE 52.80 ALERT PHARMACY AT BETHANY VILLAGE PHARMACY/MEDICAL CHARGES 3,592.56 PPL ELECTRIC UTILITIES ELECTRIC SERVICE - FINAL BILL 101.74 VERIZON TELEPHONE SERVICE - FINAL BILL 27.39 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 13,718.30 RCV-1513E~.(9_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF <::1'1-11 NUMBER I. SCHEDULE J BENEFICIARIES "ARL M. 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfe", under Sec. 9116 (al (1.2)] CARL DAVID SCHNEIDER 1500 HIGHLAND DRIVE SILVER SPRING, MD 20910 PAUL GILBERT SCHNEIDER 25 STONE HAM ROAD ROCHESTER, NY 14625 DAVID MATTHEW SCHNEIDER 3005 11TH ST. WASHINGTON, D.C. 20010 KATHRYN ALEXANDRA SCHNEIDER 25 STONE HAM ROAD ROCHESTER, NY 14625 FILE NUMBER ?1 n1 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) SON SON GRANDSON GRANDDAUGHTER nnii1R AMOUNT OR SHARE OF ESTATE 50% OF RESIDUAL 50% OF RESIDUAL 5% OF NET VALUE OF ESTATE 5% OF NET VALUE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON 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 2. 3. 4. 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS PENNSYLVANIA SOCIETY OF CHRISTIAN ENDEAVOR 33 BRIDLE PATH ROAD FEASTERVILLE, PA 19053 HARRISBURG, CITADEL OF THE SALVATION ARMY 1122 GREEN HARRISBURG, PA 17102 2 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) 1,200.00 725.00 $ 1,925.00 / LAST WILL AND TESTAMENT ORIGINAL WILL IN SAFETY DEPOSIT BOX OF OF KNUPP, KODAK & IMBLUM, P.C. AT FIRST UNION BANK CARL M. SCHNEIDER I, CARL M. SCHNEIDER of Bethany Village Retirement Center, Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all prior Wills and other testamentary writings at any time heretofore made by me. I. I direct my Executor or successor Executor, hereinafter named, to pay all of my just debts, funeral and testamentary expenses as soon as conveniently can be done after my demise. II. I specifically give, devise and bequeath the foUowing specific bequests: j A. Five (5%) percent of the value of my savings account No. 0010320359 in the Commerce Bank on the date of my death to the PENNSYL VANIA SOCIETY OF CHRISTIAN ENDEAVOR, 33 Bridle Path Road, Feasterville, Pennsylvania. B. Two (2%) percent of the value of my Estate to the HARRISBURG CITADEL OF THE SALVATION ARMY for its Youth Programs. ~. j Five (5%) percent of the value of my Estate to my grandson, DAVID MATTHEW SCHNEIDER, of Washington, D.C. 1 D. / Five (5%) percent of the value of my Estate to my granddaughter, KATHRYN ALEXANDRA SCHNEIDER of Rochester,New York; the said sum shall be held by my hereinafter named personal representative as the personal guardian for KATHRYN ALEXANDRA SCHNEIDER in a interest bearing account until she obtains the age of twenty-one (21) years, at which time all accumulated interest and principal shall be distributed to her. / III. I give, devise and bequeath all the rest, residue and remainder of my estate in equal shares to my sons, CARL DAVID SCHNEIDER and PAUL GILBERT SCHNEIDER, per stirpes. IV. Should there be any property of whatsoever kind and wheresoever situate of which I have the right to dispose at the time of my death, including but not limited to any special or general power of appointment or both, I hereby appoint the same to my legatees set forth in Paragraph ONE hereof. V. I request my Executors to consult with ROBERT L. KNUPP, ESQUIRE, and KNUPP, KODAK & IMBLUM, P.C., of Harrisburg, Pennsylvania, as attorneys for my estate, they being familiar with my affairs. VI. I nominate, constitute and appoint my son, CARL D. SCHNEIDER as Executor of this, my Last Will and Testament and further direct that he shall serve without bond. VII. If the said CARL D. SCHNEIDER is for any reason unable or unwilling to serve as Executor of this, my Last Will and Testament, then I nominate, constitute and appoint my son, PAUL G. SCHNEIDER, as successor Executor. He, too, shall serve without bond. 2 vm. My said Executor or successor Executor shall have the power to discharge all the debts, liens and encumbrances upon my estate, as well as any taxes thereon, to pay for the cost of the fmal disposition of my remains and fmal illness, if any, to receive any and all commissions and other compensation for services rendered by me during my lifetime and to perform any and all fiduciary duties authorized by statute. Further, I direct my Executor or successor Executor to preserve my estate and any instructions pertaining to the distribution of the same from any attachment or anticipation while in the hands of my said personal representative, it being my express intent that all legacies shall be free from any attachment or anticipation while in the hands of the accountant for my estate. IN WITNESS WHEREOF, I have to this, my Last Will and Testament, typewritten on three (3) pages of paper, set my hand and seal at the end thereof this ~ day of [} /l)p,f ~ ,2000. / Y (!kD [f). .s~HI)hC>E-K. ARL M. SCHNEIDER ~ SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, CARL M. SCHNEIDER, 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, all being present at the same time, have hereunto set our hands as witnesses. /JI f(O/3k:r 1. ~VP/-' , , ~) N K"AUlr ]) 1!o"4t{, (~ 3 COMMONWEALTH OF PENNSYLVANIA: :SS: . .. COUNTY OF ]jPrf JPH7n I, CARL M. SCHNEIDER, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. L1i 0+u If} Jew/)etOi:/{ (C RL M. SCHNEIDER Sworn to and subscribed before me this J/I3 day of M mfIJ-{ ,2000. L cI .&mtl .-Z /JWf.- IN6tary Public My Commission Expires: 07 /tll f!i (~ COMMONWEALTH OF PENNSYLVANIA : :SS: COUNTY OF ])AUPTf70 WE, ~UKr '-. !c'/){)/>p and K6ehzr D. !6Dr7K the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw CARL M. SCHNEIDER, Testator, sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witness, and that to the best of our knowledge, the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. /i! ~.Mer- J. t:.,(.J;:>p /-1/ Koekr D. ~~ Sworn to and subscribed before me this Jj7.l day of 1)(!.i7J~ ,2000. Ii &()/)/[ ~ Jlul.L otary Public My Commission Expires: 0'1/07 I/)3 ~ v /~ --- ~..32-7 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-25-2002 SCHNEIDER 05-12-2001 21 01-0516 CUMBERLAND 101 AlIOunt Remi tted F1 C(>~ ROBERT L KNUPP KNUPP ETAL PO BOX 11848 HBG '02 I\PR-1 P12 :48 ~~~~~~;9~ * REY-1541 EX AFP CUl-D2) CARL M ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 25.00 .00 .00 61.312.38 .00 .00 (8) 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 ~ R'E-y=is47-E"x-iF"P--(cfi=oz'r-No'fici-OF-i-NHiiiifANCi-y-i)rA-PPRAisii'-EN~--ii:lowAiici-oR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SCHNEIDER CARL M FILE NO. 21 01-0516 ACN 101 DATE 03-25-2002 TAX RETURN WAS: (X) 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. Hortgages/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 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total a~ ~ returns assessed to date. ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal rate (IS) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: 10,297.15 13.718.30 (11) (12) (13) (14) (9) (10) .00 X 00 = 35,396.93 X 045 = .00 X 12 = .00 X 15 = NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 61,337.38 24.015 45 37,321.93 1,925.00 35,396.93 (19)= .00 1,592.86 .00 .00 1,592.86 TAX CREDITS: . ~. .._n . "..ow..... . II ("J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-17-2001 CDOOO060 52.63 1,000.00 02-11-2002 CDOO0853 .00 540.23 TOTAL TAX CREDIT 1,592.86 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 "CREDIP' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)