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Home My WebLink About01-04-06 REV-1~EX(&OO) , REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 OFFICIAL USE ONLY FILE NUMBER LL -.o.s. COLNTY CODE YEAR fl-'~jQ_ IU4BER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUa&R I- Z SCHNEITMAN JOSEPH H. 184-12-7321 W DATE OF DEATH (MtMJD-YEAR) DATE r:K BIRTH (~D-YEAR) lHIS RETURN MUST 8E RLEC IN DUPUCATE WITH lliE C W 07-29-2005 12-19-1918 REGISTER OF WILLS (.) W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (I..AST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUf.eER C w IZI 1. Original Return 0 2. ~pIemertlI Return 0 3. Remairder Ret\rn (dale 01 death prior 10 12-13-82) I-: ~~(I) o 4. Umited Estate 0 4a. FlUe lrEnlst Compromise (daleol....12-12-82) 0 5. Federal EslaIe Tax Retum Required ua:~ wo..u J:oo IZI 6. DecedertDiedTestate(AllachcopyofWiI) 0 7. Decedert Maintained a Livi"ij Trust (Allacllcopy of Trust) J a TciaI Number of Safe Deposit Boxes ua:...J 0..10 0.. 0 9. Utigation Proceeds Received 010. Spousal Poverty Credit (dale 01 delIth~12-31-91 ani 1-1-95) o 11. 8ecIiontotaxlllderSec.9113(A)(AtlacI1SdlO) ..:( I- ~i" nasSECTIONMUSTECOMPL.ETEI1..AU..CORRESPC>>IDENCE:ANDCQNFIDEN11AL.TAXJNFORMATIONSHOlI.DBEDJRECTEDTO:.ii z NME COM'LETE MAlUNG ADDRESS w 0 HARVEY DANOWITZ P.O. BOX 1024 z 0 a. FIRM NAME (If AppicabIe) HARRISBURG PA 17108 (I) DEVANEY & CO. P.C. w a:: a: TELEPHONE NUMBER 0 u 717-238-8263 1. Real Eslate (Schedule A) (1) 0.00 OFFICIAL USE 0NLY (_2 "',--~"-., 1,092,692.46 r.:':~ ') j:~ 2. Stocks and Bonds (SchedUe B) (2) ~. C;i" :. ~) 3. Closely Held Corporation. Partnership IX SoIe-Proprietorstip (3) 0.00 -. (,) ': -) - '''1 .'. ' --~- I I "l 4. Mortgages & Notes Receivable (Schedule D) (4) 0.00 ' ~1 ~- :-p " 5. Cash. Bart Deposits & MisceIlaneoos Personal Property (5) 7,221.92 l _._~ 1 -r'- .-.-) lJ - 1 ~ "1 (Schedule E) ---'.- Z _.., ... 0 5,419.00 (3) ;-,-.c c: ) 6. Joirily 0Nned Property (Schedule F) (6) 1'1 - .. j o Separate BiIIi"ij Requested ~--- ::. ) .. -i -.....; ~ 7. \nterNrvos Transfers & ~ NmProbate Property (7) 0.00 t: (Schedule G or L) D. 8. Total GnlssAssllts (tcial Unes 1- 7) (8) 1,105,333.38 ~ 9. FlJ1E!ra1 Expenses & Adminislralive Costs (Schedue H) (9) 8,235.95 W 0:: 10. Debts of Decedllli, Mortgage Liabilities. & Uens (Schedule I) (10) 15,811.50 11. Total Deductions (total Unes 9 & 10) (11) 24,047.45 12. NIt Value of Estate (Une8 mirus Une 11) (12) 1, 0 81, 28 5 . .9 3 13. Charitable and GovemmerGI BequeslslSec9113TNSlsb'wtich III lliel:tim to tax has rd been (13) 0.00 made (Schedule J) 14. NIt Value Subject to T. (Une 12 milU Une 13) (14) 1,081,285.93 SEE INSTRUCTIONS FOR APPUCABLE RATES Z 15. Arnalrt of Une 14 taxable at the spousal tax 0 fi rate. artransfers under See. 9116 (aX1.2) X .0_ (15) 0.00 ~ 16. Amaurt of Une 14 taxable at lineal rate 1,081,285.93 X.o 45 (16) 48,657.87 :) D. 17. Amount of Une 14 taxable at sibling rate X .12 (17) 0.00 :IE 0 18. Amaurt rJ Une 14 taxable at ooItateral rate X .15 (18) 0.00 (.) ~ 19. raxOue (19) 48,657.87 2O.1XIICHECK HERE IF YOU ARE REQlESTlNGA REFUND OF AN OVERPAYMENT I STFPA42021F.1 > > BE SURE TO ANSWER ALL QUESTIONS ON-REVERSE SIDE'AND.RECtECK MATH<'< ;'i;t:?';':,dY- \\,\\1'1 ~&O p<Y1tJ l (0 cl(/J.. t~()~ ----- L v.r- e;l) IW 0 Detedent's Complete Address: STREET ADDRESS 2 2 2 MESSIAH CIRCLE CITY MECHANICSBURG I STATE PA fZP17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 48,657.87 50.000.00 2.435.15 Total Credits (A + 8 + C) (2) 52,435.15 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestlPenaty(D + E) (3) 4. If line 2 is greater than Line 1 + Line 3, enter the clference. This is the OVERPAYMENT. . Check box on Page 1 Une 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enterthedilerence. This is the TAX DUE. (5) 0.00 3,777.28 0.00 A. Enter the interest on the tax due. (SA) 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 PLEASE ANSWER THE FOLLOYJING QUESTIONS BY PLACING AN "X" IN THE APPROPRIAifE BLOCKS 1. Did decedent make a transfer and: Yes No a retaintheuseorincomeofthepropertytrausr~red; .................................. ...... 0 \Xl b. retain the rightto designate who shall use the property transferred or its income; .. .. ... . .. .. . . . .... 0 lZI c. retain a reversionary interest; or .. . .. .. .. . .. . . .. . . .. .. . . .. .. .. . ... ... .... .. .... .. .. .... 0 \Xl d. receive the promise for life of either payments, benefits or care? ... .. .. . .. .... .. . . . .. . . .. .. .... 0 lZI 2. If death occurred after December 12, 1982. did decedent trill. property within one ye'& of death without receiving adequate consideration? .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ........ 0 \Xl 3. Did decedent own an Oin trust for" or payable upon deah balk account or security at his or her d9h? .. . .. 0 lXI 4. Did decedent own an I ndividual Retirement Account, amity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. '" . . . . . . . " . . . . . . . .. 0 [XJ IF THE ANSWER TO MY OF THE ABOVE QlESTlONS IS YES, YOU MUST COMPLETE SCHEDULE G MD FILE IT f#S pART OF THE RETURN. Under penaIlies of perjury. I declare thai I have exMlined this reI1Jn. including a:canplll)Wlg schedules and statements. and to the best of my kmMedge and belief, it is true. correct and complete. 0eclaraIi0n of P than the . on all infoonalicrl dwhidt preparer has a knawled . SIGNATURE 0 PE SON RESPO URN ADDRESS 6100 WESTOVER DRIVE MECHANICSBURG, PA 17050 SIGNATURE OF P MER pTHER THAN REPRESENTATIVE ~ .ct>~ DAl1E DEVANEY It CO., PoCo 'L\ leD ( o~ - Elizabethtown, PA 17022 For dates of death on or after July 1,1994 and before JCI'lUa'y 1,1995. thetaxrce imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a)(1.1)(i)). For dates of death on or after JanuCl)' 1,1995, the tax rate imposed on the net value of transfers to orfortheuseofthe~ spouse is 0% [72P.S. ~9116 ta)(1.1)(ii)]. The statute does not exemct a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax retum 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 orb the use of a nalural parent, an adoptive paent, or a stepparent of the child is 0% [72 P.S. 99116(aX1.2)]. The tax rate imposed on the net vaJueoftransfers to or for the use of the decedent'sJineal beneficiaries is 4.5%. except as ooted in 72P.S. 99116(1.2)[72 P.S. 99116(aX1)}. The tax rate imposed on the net vaJueoftransfers to orb the use of the decedent's siblings is 12% [72 P.S. ~9116(aX1.3J. A sibling isdefin$l. under Section 9102, as an individual who has at least one parent in common with the decedent. whether by blood or adoption. SlF PA42021F.2 RE'e-1502 EX ~ ~1-97) (I) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FIlE NUMBER JOSEPH H. SCHNEITMAN 21-05-0746 All... property owned soIl11y or as a tenant in c:omman nust be nIpOIted at fair mftBt value. Fair matket value is defined as the price at which proPertyWOlid be exchaIY;!ed between a willing buyer and a wiling seller. nellher being compelled to buy or sell. boIh having reasonable knoNIedge of the reIeva1t facts. Real propMy which is jointly-oWned with right of survivorship nut be clscIosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE o TOTAL (Also enteron line 1, RecapiWion) $ (If more space is needEd, insert additional sheets of the same size) 0.00 '"TFPA42021F.3 R~-1503 EX +,(1-97) (I) COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF JOSEPH H. SCHNEITMAN All propeIty jointly-owned with the rigtt t:l sc.ni'<<Irship I1UIt bedisc:lceed an Schedule F. ITEM NUMBER DESCRIPTION 1. 3 SHARES AGERE SYSTEMS INC 2 1500 SHARES ALLIED IRISH BANKS 3 60 SHARES AT&T 4 10 SHARES AVAYA 5 1200 SHARES BELL SOUTH CORP 6 328 SHARES BP PLC SPON 7 100 SHARES CSX CORP 8 97 SHARES COMCAST 9 293 SHARES DELPHI CORP 10 246 SHARES DIRECT TV 11 604 SHARES DOMINION RESOURCES 12 100 SHARES EDS 13 8100 SHARES EXXON MOBIL 14 300 SHARES GENERAL ELECTRIC 15 420 SHARES GENERAL MOTORS CORP 16 2000 SHARES HERSHEY CO 17 128 SHARES LUCENT 18 54 SHARES NEWS CORP 19 501 SHARES PPL CORP 20 82 SHARES RAYTHEON CO 21 2100 SHARES UGI 22 200 VERIZON COMMUNICATIONS 23 M&T MONEY MARKET ACCOUNT 24 TRANSAMERICA LIFE INSURANCE AND ANNUITY NUMBER 26151659 25 TRANSAMERICA LIFE INSURANCE AND ANNUITY NUMBER 26152462 AlE NUMBER 21-05-0746 VAlUE AT DATE OF DEATH 33.57 64,965.00 1,188.00 103.30 33,120.00 21,608.64 4,554.00 2,980.81 1,552.90 3,788.40 44,611.44 2,057.00 475,875.00 10,350.00 15,464.40 127,740.00 375.04 884.52 15,425.79 3,225.26 61,614.00 6,846.00 78,813.64 ANNUITY COMPANY 80,431.23 ANNUITY COMPANY 35,084.52 ITEMS 1 THROUGH 23 M&T SECURITIES INC ACCOUNT NUMBER OC2-650064 STFPA42021F.4 TOTAL (Also enteron 1ile2, Recapitulaial) $ 1, 092, 692 . 4 6 (If m ore s~ is needed, insert additional sheets of the sane size) RfEV-1504 EX... (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORAl1ON, PARTNERSHIP or SOLE-PROPRIETORSHIP ESTATE OF JOSEPH H. SCHNEITMAN FI.f MJMBER 21-05-0746 Schedule C-1 or C-2 (Includi~ all supporti~ informaliCll) must be atlldled for each cIoseIy-heId corporatiolYparb1ership interest ofb!decedeIt. ciherthan a soIe-proprietorship. See instructions for the Sl4lporti~ information to be SlDnIed fa scIe-proprielorships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE SlF PA42021 F.5 TOTAL (Also enteron _3. Recaptulation) $ (If m ore ~ is needed. insert additional sheets of the sane size) 0.00 ~-1505 EX"'; (1-97) (I) COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-1 CLOSELY-HELD CORPORATE STOCK INFORMATION REPORT ESTATE OF JOSEPH H. SCHNEITMAN FIlE NUMBER 21-05-0746 1. Name of Corporation Address City 2. Federal Employer 1.0. Number 3. Type of Business State of Incorporciion Dae of Incorporation ToIaI Number of Shareholders Business Reporting Yell' State Zip Code Product/Service 4. TYPE TOTAL NUMBER OF NUMBER OF SHARES VALUE OF THE STOCK Voting I Non-Voting SHARES OUTSTANDING PAR VALUE OWNED BY 1lE DECEDENT DECEDENT'S STOCK Common $ Preferred $ Provide all rights cnf restriclioos pertaining to each class of stock. 5. Was the decedent employed by the Corporction? If yes, Position 6. Was the Corporation indebted to the decedent? If yes, provide amount ofi ndebtedness $ 7. Was there life insurance payable to the corporation upon the deahofthedecedent? Dyes DNo If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 8. Did the decedent sellar transfer stock of this company within one yPS prior to death or within two years if the date of death was prior to 12-31-82? DYes DNa If yes, DTnIIsfer OS. Numbs'ofShares Dyes DNa Annual ScBy $ Dyes DNa TmeDevoted to Business T ralsferee or Purchaser Attach a separcIte sheet fer additional transfers 8IdJa saes. Consideratioo $ Dae 9. Was there a written shareholder's agreement in effect at the time of the decedenfs death? 0 Yes 0 No If yes, provide a copy of the agreement. 10. Was the decedent's stock sold? Dyes DNa If yes, provide a copy of the agreement of sale, etc. 11. Was the corporation dissolved orliquidciedafter the decedent's death? Dyes DNa If yes, provide a breakdown of distributioos received by the esIaIe, inclucing dates and amounts received. 12. Did the corporation have an interest in other corporatioos or patnerships? 0 Yes 0 No If yes, report the necessary information 00 a separate sheet, inckdng a Schedule C-1 or C-2 for ea:h Interest. A Detailed calculations used in the v~ of the decedent's stock. B. Complete copies of financial statements or Federal Corporate I ncome Tax returns (Form 1120) for the yeer of death and 4 preceding years. C. If the corporation owned real estate, submit a list showing the complete addressles and estimated t.ir m arket value/s. If real estate appraisals have been secured, attach copies. D. Ust of principal stockholders a the date of death, numbs' of shcres held and their relationship to the decedent. E. Ust of officers, their salaries, boouses and any other benefits received from the corporation. F. Statement of dividends paid each Yell'. list those declared and unp;jd. G. Any other information relating to the valuatioo of the decedent's stock. SlFPA42021F.6 RE;V-1506 EX; (1-97) (I) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-2 PARTNERSHIP INFORMATION REPORT ESTATE OF JOSEPH H. SCHNEITMAN FILE NUMBER 21-05-0746 1. Name of Partnership Address City cae Business Commenced Business Reporting Year State Zip Code 2. Federal Employer 1.0. Number 3. Type of Business ProductISeNice 4. Decedent was a OGeneraI o Limited partner. If decedent was a limited pa1ner, provide initial inveslment $ 5. PERCENT OF PERCENT OF BAlANCE OF PARTNER NAME INCOME OWNERSHIP CAPITAl. ACCOUNT A. B. C. D. 6. Value of the decedent's i nterest $ 7. Was the Partnership indebted to the decedent? DYes DNo If yes, provide amount of indebtedness $ 8. Was there life insurance payable to the partnership upon the death of the decedent? 0 Yes . DNo If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 9. Did the decedent sellar ticrlsfer an interest in this partnership within one YfS prior to dE9h or within two yeas if the date of death was prior to 12-31-82? DYes DNa If yes, DTr.mfer o Sale Percentagetrausfened/sold Transferee or Purchaser Consideral:ion $ Date AIIach a separate sheet for additional transfers aI1IIor sales. 10. Was there a written partnership Ftgreement in effect at the time of the decedent's death? 0 Yes DNo If yes, provide a copy of the agreement. 11. Was the decedenfs partnership interest sold? DYes DNa If yes, provide a copy of the agreemmt of sale, etc. 12. Was the partnership dissolved or liquidated after the decedent's death? DYes DNa If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 13. Was the decedent related to any of the pcrtners? 0 Yes 0 No If yes. eJCPIain 14. Did the partnership have an interest in other corporations or partnerships? DYes DNo If yes, report the necessary information on a sepnte sheet, including a Schedule C-1 or Co2 for ecd1 i nteresl THE FOLLOWING lNf9RM"noN",~~~I:laJWfJ'HTflSSC~:.. A. Detailed calculations used in the valuation of the decedenfs partnership interest. B. Complete copies of finalcial statements or Federal PartllElfShip Income Tax returns (Form 1 065) for the yeti!I of death and 4 preceding years. C. If the partnership owned real esta:e, stbmit a list showing the complete addressIes and estimated fair maket vawls.1 f real estate apprcisals have been secured, attach copies. D. Any other information relating to the valuation of the decedenfs partnership interest. SlFPA42021F.7 RElI-1507 EX +,(1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF JOSEPH H. SCHNEITMAN FILE NUMBER 21-05-0746 All property jointly-owned with the riWt d uviwrship RUSt becisdosed on Sc:heduJe F. ITEM NUMBER DESCRIPTION 1. NONE VALUE AT DATE OF DEATH ~TFPA42021F.8 TOTAL (Also EIIter on line 4, Recapitulciion) $ (If more spa:e is needed, insert additional sheets of lhesane size) 0.00 ~-1508 EX -:- (1-97) (I) COMM<:lNWCALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF JOSEPH H. SCHNEITMAN FILE NUMBER 21-05-0746 IncIIJie the proceeds d liligalion and the date the proceeds were received by the estate. All property jointl,.ormed with the right of SlI'Yiwrship must be c:hcIosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CHECKING ACCOUNT - M&T BANK ACCOUNT # 76075230 6,721.92 2 PERSONAL ITEMS 500.00 TOTAL (Also enteron line 5, Recapitulation) $ (If m ore spcce is needEd, insert additional sheets of the same size) 7,221. 92 SlFPA42021F.9 REV-1509 EX.'" (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-owNED PROPERTY ESTATE OF JOSEPH H. SCHNEIT~~N FILE NUMBER 21-05-0746 If 1I1 asset was made joint within one 'fB of the decedlnt', _ of d8ath, it nut be reported on ScMduIe G. SURVMNG JOINT TENANT(S) NAME ADDRESS RElATIONSHIP TO DECEDEKT: A MARY F.S. DIETRICH 315 GLENDALE DRIVE SHIREMANSTOWN, PA 17011 DAUGHTER B. SUSAN R.S. PINTI 6100 WESTOVER DRIVE MECHANICSBURG, PA 17050 DAUGHTER c. JOINTLY -OWNED PROPERTY: LETTER DATE DESCRIPIlOO OF PROPERTY 'OF DATE OF DEATH ITEM FOR JOINT MADE IncUIe IWIIe at finn:ial instiIitian lnI b8rIt accxut runber or similar iderlifyirrJ IUIilet DATE OF DEATH DEWS VALUE OF NUMBER TENANT JOINT AlIach deed for joirjly-heId real esta VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A 10/9_ PENNSYLVANIA STATE EMPLOYEES 0.00 CREDIT UNION - SAVINGS ACCOUNT 0.00 ACCOUNT #0184127321 0.00 ACCOUNT BAL INCLUDING ACCRUED INT 16,257.00 33.3 5,419.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAl. (Also enter on line 6. Recapitulaion) $ 5,419.00 (If more spa:e is needed, insert additiona sheets of the sane size) SlF PA42021 F.10 REiV-1510 EX... (1-97) (I) COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBAlE PROPERTY ESTATE OF JOSEPH H. SCHNEITMAN FILE NUMBER 21-05-0746 This schedule must be completed and filed if the answerto 1nf (j questions 1lhrough 4 on the I'MI'Se side of the REV-1500 COVER SHEET is yes. DESCRPTION OF PROPERTY %OF rrEM ItCWlE llE NoWEOF'Tl-E 1RANSFEREE. 1lEIR R8.AlKHlHP TO DECEIlENT AN>li'E DATE DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUr.eER OF 1RANSFER. ATTAOi A COPY OF li'EllEED FOR REAl ESTAlE. VALUE OF ASSET INTEREST (IF ~ICABlE) 1. NONE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0..00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 lOTAL (Also enter on line 7, Recapitulation) $ 0.00 (If more spa:e is needed, insert additional sheets of the sane size) CjTF PA42021 F.11 RF.V-1511 EX.+ (1-97)(1) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINlSlRAnVE COSTS ESTATE OF JOSEPH H. SCHNEIT~~N FILE NUMBER 21-05-0746 DebIs of del:8ient must be I'8J)Cll18d on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. COBLE-REBER FUNERAL HOME, LTD 3,249.00 2 BEREAVEMENT MEAL 544.92 B. ADMINISTRATIVE COSTS: 1. PersonaJ RepreselUli>'8's Commissials Name ci PersooaI Represet1aIive(s) Social SeclIily Number( s) I EIN Nt.mber d Personal Representative(s) Street Address City Slale Zip Year(s) Commission Paid: 2. At.t.r:met Fees 3. Family Exemption; (If decedert's address is not 1he same as claimant's, attach explanation) Claimart Street Address City SlaIe Zip Relationship rA Claimart to DecedeIi 4. Probate Fees 942.03 5. h:ca.rtarts Fees 3,500.00 6. Tax RelIJn Prepaler's Fees 7. TOTAl.. (Also enter on line 9, REapitulaion) . 8,235.95 SlF PA42021 F.12 (Ifmorespa:e is needed, insert additional sheets ofthescrne size) ReV-1512 EX: (1-97) (/) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE UABlUTIES, & UENS ESTATE OF JOSEPH H. SCHNEITMAN FILE ramER 21-05-0746 Include UMlinDirsed medlcallIllJ8lSIS. ITEM NUMBER DESCRIPTION AMOUNT 12,902.42 49.08 1. MESSIAH VILLAGE FINAL STATEMENT 2 ALERT PHARMACY SERVICES INC. - PRESCRIPTIONS 3 PA DEPARTMENT OF REVENUE FINAL BALANCE DUE ON PA FORM 40 DECEMBER 31, 2004 TAX RETURN 4 PA STATE RETIREMENT FUND - REFUND OF OVERPAYMENT 5 MARTIN A. YORN, SR. - 2004 PERSONAL T~~ 6 MISCELLANEOUS ADMINISTRATIVE EXPENSES 8.00 2,342.00 10.00 500.00 STFPA42021F.13 TOTAL (A1soenleron line 10. Recapitulation) $' (lfmore space is needed. insert additional sheets of the SiIIle size) 15,811.50 9EV-1513 ~ + (~O) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF JOSEPH H. SCHNEITMAN NUMBER 1 NAME AND ADDRESS OF PERSON(S)RECEMNG PROPERTY TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a){1.2)] ASHLEY E. DIETRICH 1. 315 GLENDALE DRIVE SHIREMANSTOWN, PA 17011 2 MARY F. S. DIETRICH 315 GLENDALE DRIVE SHIREMANSTOWN, PA 17011 3 SUSAN R.S. PINTI 6100 WESTOVER DRIVE MECHANICSBURG, PA 17050 RLE NUMBER 21-05-0746 RELATIONSHIP TO DECEDENT Do Not Ust Trustee(s) AMOUNT OR SHARE OF ESTATE GRAN DAUGHTER 15,000.00 DAUGHTER (NE-HALF RESIDUE DAUGHTER (NE-HALF RESIDUE 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 I S NOT BEING MADE 1. B. CHARITABLE AND GOVERNM:NTALDISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (Ifmore~ isneeded, insert additional sheets of the same size) 0.00 SlFPA42021F.14 , - I R~-1514 EX.+ (1-91) (I) COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DeCEDENT SCHEDULE K UFE ESTATE, ANNUITY & TERM CERTAIN (Check Box 4 on Rev-1500 Cover Sheet) ESTATE OF FI.E NUMBER JOSEPH H. SCHNEITMAN 21-05-0746 This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue. Specialty Tax Unit.. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89. Indicate the type of instrument which created the future interest below and attach a copy to the taxretum. o Will Dlntervivos Deed of Trust DOther '-':-'LlFE::.-,::esrATE,::~-INJERES[:;'CALCUl.ATI)N 't;~'~-'{:;;;?~::~;0,\~;ili0:;'}~i'-;;:<' 'F""-; _)-' ,~:;~;' ,., "S"f': ':_-':"":'7":':-;.'i<- ,," _r-',;:rtSW'~ '{i/;-'::";';:';:::,:':,;)):'!? NAME(S) OF NEAREST AGE AT TERM OF YEARS UFE ESTATE IS LIFE TENANT(S) DATE OF BIRTH DATE OF DEATH PAYABLE o Life or o Term of Years DLifeorOTerm of Years o Life or o Term of Years OLifeor o Term of Years 1. Value of fund from which I ite estate is payable 2. Actuarial factor per appropriate table Interest table rate - 03 1/2% 06% 010% 3. Value of life estate (Line 1 multiplied by Line 2) $ o Variable Rate % NAME(S) OF ANNUITANT(S) $ DATE OF BIRTH NEAREST AGE AT DATE OF DEATH TERM OF YEARS ANNUITY IS PAYABLE OLifeor o Term of Years o Life or [JTerm of Yen OLifeor I Term of Years o Life or Term of Years 1. Value of fund from which annuity is payable $ 2. Check appropriate block below and enter corresponding (number) Frequency of payout - o Weekly (52) OBi-weekly (26) o Monthly (12) o Quarterly (4) D Semi-annuaIJy(2) o Annually (1) o Other ( ) 3. Amount of payout per period 4. Aggregate annual payment Line 2 multiplied by line 3 5. Annuity Factor (see instructions) Interest table rate 031/2% 06% 010% o Variable Rate % 6. Adjustment Factor (see instructions) 7. Value of annuity-Ifusing 31/2%, 6%,10%, or if variable rate and period payout is at end of period. calculation is: Line 4 x Line 5 x Line 6 If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3 $ 0.00 $ $ NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resutting lite or annuity interest(s) should be reported at the appropriat~ tax rate on Lines 13, 15,16 and 17. STFPA42021F.15 (If m ore space is needed. insert additional sheets of the same size) ~-1647 E~... (9"()O) SCHEDULE M FUTURE INTEREST COMPROMISE COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX ~ RESIDENT DECEDENT (Check Box 4a on Rev-1500 COVll'Sheet) ESTATE OF JOSEPH H. SCHNEITMAN This schedule is appropriate only for estates of decedents dying after Decembe. 12, 1982. This schedule is to be used for all future interests where the rate of tax Wlich 'M11 be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attam a copy to the tax return. o Will 0 Trust 0 Other FILE NUMBER 21-05-0746 L Beneflciaies NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO NEAREST BIRTHDAY 1. 2. 3. 4. , 5. a For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months of the decedenfs death, check the appropriate block and attach a copy of the doament in Wlich the surWJing spouse exercises sum withdrawal right 0 Unlimited right of withdrawal 0 Umited right bf withdrawal m. Explanation of Con..,romise Offer: Iv. Sunwnary of C~W1ise Offer: 1. Amount of Future Interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Value of Une 1 exempt from tax as amount passing to charities, etc. (also indude as part of total sh<7Ml on Une 13 of Cover Sheet) ........... $ 3. Value of Une 1 passing to spouse at appropriate tax rate Check One 06%, 03%, 00% .......................... $ (also include as part of total shown on Une 15 of Cover Sheet) 4. Value of Une 1 taxable at lineal rate Check One 06%, 04.50/0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., $ (also indude as part of total shown on Une 16 of Cover Sheet) 5. Value of Une 1 Taxable at sibling rate (12%) (also indude as part of total shown on Une 17 of Cover Sheet) ........... $ 6. Value of Une 1 Taxable at collateral rate (15%) (also indude as part of total shown on Line 18 of Cover Sheet) ........... $ 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Une 1) . . ... . . . . . . . . . . . . . . .. . . . .. . .. . . . $ 0.00 SlF PA42021 F.16 (Ifmore spa:e is needed, insert additional sheBCsof the same size) RIW-1649 EX t (1-97) (I) COMMONWEAlTH OF PENNSVlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 0 ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) ESTATE OF FILE NUMBER JOSEPH H. SCHNEITMAN 21-05-0746 Do not complete this schedule unless the estate is making the e1ec:t1on to tax assets under SectIon 9113 (A) of the Inheritance &!Estate Tax kt. If the election applies to more thCl'l one trust or simil... arrangement, a separate form must be filed for ea:h trust. This election applies to the Trust (marital, residual A, S, By-pass, Unified Credit, etc.). If a trustor slmila' arrangement meets the requirements of Section 9113 (A), and: a The trust or simila' arrangement is I isted on Schedule 0, and b. The value of the trust or simila' arrangement is entered in whole or in pat as an asset on Schedule 0, then the transferor's personal replese.lla6ve may specifically identify the trust (af or a fractional portion or percentage) to be included in tt'\e election to have such trust or simila' property treated as a taxable transfer in this estate. If less thCl'lIhe erDe value of the trust or similar property is included as a taltabIe transfer on Schedule 0, the personal representative shaft be considered to have made the election only as to a fraction of the trust or similar arrangement. Thenumerator of this fraction is equal to the amount of the trust or simila' arrangement i neluded as a talCable asset on Schedule O. The denominator is equal to the tota Vafue of the trust or similar crrangement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113 (A) trust or similar arrangement. DESCRIPTION VALLE Part A Total 0.00 PARTS: Enter the description and value of all interests included inPart A for which the Section 9113 (A) election to taxi~ being made. DESCRIPTION -TFPM2021F.17 Part B Total $ (If more space is needed, insert additlonal sheets of the same size) 0.00 LAST WILL AND TESTAMENT OF JOSEPH H. SCHNEITMAN I, JOSEPH H. SCHNEITMAN, of 572 Messiah Village, Mechanicsburg, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I bequeath the sum of Fifteen Thousand ($15,000.00) Dollars to my granddaughter, ASHLEY ELIZABETH DIETRICH, if she is living on the thirty-first (31st) day following my death, the said sum to be held by the guardians hereinafter appointed pursuant to the provisions of Item II of this will should my granddaughter not have attained her majority at the time of distribution. ITEM II: I devise and bequeath the residue of my estate, of every nature and wherever situate, as follows: A. One half thereof to my daughter, MARY F. DIETRICH, if she is living on the thirty-first (31st) day following my death. If my daughter, MARY F. DIETRICH, is not living on the thirty-first (31st) day following my death, I devise and bequeath her one half share to her issue, per stirpes, who are living on the thirty-first t , /: [ I I I I f i (31st) day fOllowing my death, and if my daughter, MARY F. DIETRICH, is not living on the thirty-first (31st) day following my death and does not have any issue who are living on the thirty-first (31st) day foll~wing my death, then this one half share shall be added to the share for my other child, SUSAN R. S. PINTI. Page 1 of 5 ~ B. One half thereof to my daughter, SUSAN R. S. PINTI, if she is living on the thirty-first (31s~) day following my death. If my daughter, SUSAN R. S. PINTI, is not living on the thirty-first (31st) day following my death, I devise and bequeath her one half share to her issue, per stirpes, who are living on the thirty-first (31st) day following my death, and if my daughter, SUSAN R. S. PINTI, is not living on the thirty-first (31st) day following my death and does not have any issue who are living on the thirty-first (31st) day following my death, then this one half share shall be added to the share for my other child, MARY F. DIETRICH. ITEM III: with respect to any issue of my daughter, MARY F. DIETRICH, I appoint MARY F. DIETRICH, and her husband, WAYNE DIETRICH, or the survivor of them, guardians of any property which passes, either under this will or otherwise, to such a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergradu- ate) without regard to his or her parent's ability to provide for such support and education, or to make paYment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. Page 2 of 5 ITEM IV: with respect to 'any issue of my daughter, SUSAN R. S., PINTI, I appoint SUSAN R. S. PINTI, and her husband, JAMES PINTI, or the survivor of them, guardians of any property which passes either under this will or otherwise to such minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifical- ly done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including co+lege education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM V: I appoint my daughters, MARY F. DIETRICH and SUSAN R. S. PINTI, Co-Executrices of this my last will. ITEM VI: I direct that my Co-Executrices and guardians and their successors, shall not be required to post bond or enter security for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, JOSEPH hand and seal this /J.. Cj.J4.. day of H. SCHNEITMAN, ~L have hereunto set my , 1997. /, Page 3 of 5 . . ~ SIGNED, SEALED, PUBLISHED and DECLARED by JOSEPH H. SCHNEITMAN, the Testator above named, as and for his Last will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. ;' / ~(I~ Ad ress 1'J J I' ~--; 0 t:VI\- I?''/v'~ (iJ.. ~L,f-J ,~) Witness ~{-t~( /A I Address COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND l, JOSEPH H. SCHNEITMAN, the 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 this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. Sworn to or affirmed to and acknowledged SCHNEITMAN, the Testator, this a ~ day of before me by (\ " )fL'-7J ,~ JOSEPH H. , 1997. '-1..,.,./ . JJ (..i,/ /1 /: ~~i~r~ 'p1ibti~~j - ~' U Page 4 of 5 ~-....,----- - ""'..~'" ~ j ;,~[~~,~fJ1L~~~;1~~~ o. . . ~ COMMONWEALTH OF PENNSYLVANIA :8S: COUNTY OF CUMBERLAND . . We, g it wk1'-- rtS"Tar'lX--. and eta vlrt k(snor~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depo$e and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator 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 witnesses; that to the best of our knowledge, the Testat.or was at that time eighteen or more years of age, of sound mind and under no con- straint or undue influence. ~h .../ Witnes a;~ / Sworn to or affirmed to and acknowledged before me by j( i-1UiI3~TII 13. ~n~il/G witnesses, this r:R9~=/it day of and ell/'! IZ LG'~ ;-{., Sr<J1f/ tr , '\. \~,~! ' 1997. /! , t/ t Ii.! v:' ~ i :1<'- .. '.~-L~~...~ . < Notary' publir Page 5 of 5 '~i'~~&~~~TI~i;f;;Jid DeVANEY & Co., p.e. CERT1RED PUBlIC ACCOUNTANTS 222 SOUTH MARKET ~ II<t:ET, SUITE 202 EUZABETHTOWN, PA 17022 PHONE (800)823-3432 PHONE (717) 367-3225 FAX (717) 367-3324 2040 UNG~OWN ROAD, SUITE 202 HARRISBURG, PA 17110 '1dJ~~ \-\, Sc,^t.i.~ ~'M..t\i Attached is your f\\N - ,.roo ~N hw.\.a.w-.i1O.)(. Rl Wrt\J \:)~V\..~~ ~1 2.Mr . I I I for the tcpc year that ended I I I I Please comply with the following instructions: i /' Eltcu,,\-tr uf-~~,)~'oc ~ SIGNATURE: V" An offi-s8l' ef~e eefl:lerati~.m must sign, . . ~ and date the return at the bottom of age~. \ I I i I I ! I I I AMOUNT DUE: $ - Make check payable to REF1JND: ~ zea $1171. Will be refunded to you. MAll.. TO: I \ I $ - Will be applied to next year's e1timated tax. I Please mail on or before~. 'I i I I CREDIT: DUE DATE: COPY: Retain for your files. We recommend the use of certified mail as it provides a receipt for proof of timely ~ling. Please contact us if you have any questions. ! DEVAl"iEY & CO.. P.c. 04-074(;