HomeMy WebLinkAbout03-31-06
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COMMONWEALTH OF PENNSYLVANIA !
DEPARTMENT OF REVENUE I
_ ____J2~RR,S~~~~~~~71~O~n____l__
I DECEDENT'S NAME"{LAST, FIRST, AND MIDDLE INITIAL)
~yder, ArIetta R.
: DATE OF DEATH (MM-DD-YEARy----; DATE OF BIRTH (MM-DD-YEAR)
I I
LQJ/19/2~____ I 02/05/1917
i (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
I
_u e!- r~---,-: 6riginal A~IU;;;-- - - ~- - 0 2. Supplemental Aeturn
~ :! en I 0 4. Limited Estate 0
~~~
G ~ 9 jgI 6. Decedent Died Testate (Attach copy 0
~ ID I of Will)
< I 0 9. Litigation Proceeds Received 0
'.
REV - 1500 EX. (6-00)
..
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21 2005
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
01105
NUMBER
I-
Z
w
Q
w
(.)
w
Q
165-38-1896
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
4a. Future Interest Compromise (date of death
after 12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
i
I
I
o 3. Remainder Return (date of death prior to 12-13-82)
o
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
'I-
enz
Ww
D::Q
D::z
00
o~
- 12-31-91 and H-95)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMA nON SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Terrence J. Kerwin, Esq.
IRM NAME (If applicable) 4245 Route 209
Kerwin and Kerwin -I
- -------------~- ---- Elizabethville, P A 17023
ElEPHONE NUMBER
717/362-3215 I
'-- c-- ------- ------=---------
OFFICIAL USE ONl Y
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1 )
None
(2) None
--~~
(3) None
(4) None
(5) 4,133.87
(6) 51,155.60
~-------------._-~
(7) None
3. Closely Held Corporation, Partnership or Sole-Proprietorship
z
o
i=
~
=:)
....
0;:
<
o
w
D::
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
8,809.92
'(8) _____~~_~~89'.47
(9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11 . Total Deductions (total Lines 9 & 10)
(11 )
8,809.92
46,479.55
12. Net Value of Estate (Line 8 minus Line 11)
(12)
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
(13)
(14)
46,479.55
15. Amount of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
x .00
(15)
z
o
i=
<
....
=:)
~
2
o
o
~
I-
46,479.55 x .045
(16) 2,091.58
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
x .12
(17)
18. Amount of Line 14 taxable at collateral rate
x .15
(18)
19. Tax Due
(19)
2,091.58
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
>> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE.AND.RECHECK MATH <<
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
801 North Hanover Street
I STATE PA
I ZIP 17013
CITY
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
2,091.58
Total Credits (A + 8 + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
0.00
(5)
(5A)
(58)
2,091.58
2,091.58
Make Check Payable to: REGISTER OF WILLS, AGENT
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;........... ............ ............... ........................ .................. ~ I
~: ~::::~ ~;e~;:i:~:~s:~~e~=s~~~. ~~~~~. ~~.~. .~~.~. .~.~~~~~ .~~~~~~~~~~~. ~~. ~~~. ~~.~.~.~.~.;.'''.'.'''.'.'.'''''''.'.'''.'.'.'''''.'.'.'''''.'.'................. _.
d. receive the promise for life of either payments, benefits or care?............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?... ..... .... ..... ......... ..... ....... ..... ..... ...... ..... ........ ...... ........ ......... ..... ........ ...... ...... D
D
D
~
~
~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?.................................................................................................................
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 perjury, I declare that I have examined this retum. including accompanying schedules and statements. and to the best 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 preparer has any knowledge. _~.______~_~
SIGNATURE PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Ronal nyder /1 J
f ~J"/ r:" ~
SIGNATURE OF PERSON RESPON BLE FOR FILING RETURN
;,~aril n A. A ms \
/ f'" \ Qc\ClJYJV2---
SIGNAT E OF PREP RER OTHER THAN REPRESENTATIVE
Terrence J. Kerwin Esq.
.- ~
5196 Locust Street
Harrisburg, PA 17109
jlJo6
---- ~
TE
3/J7/0(o
I DATE'
~
ADDRESS
291 Texaco Road
_ MechanicsQ!l.!&J> A 17050
ADDRESS
4245 Route 209
Elizabef---~l1- n A 1 '7{),)"]
~. ~~ \>~
~.~ ~ \)
msfers to or for the use of the
For dates of d th on or after July 1, 1994 and before January 1, 1995, the tax rate
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net valu
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving l
of assets and filing a tax return are still applicable even if the surviving spouse is thl
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-on
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.
The tax rate imposed on the net value of transfers to or for the use of the decedent'
1.2) [72 P.S. ~9116 (a) (1)].
~\<-
~\~,
of the surviving spouse is 0%
.ory requirements for disclosure
3ath to or for the use of a natural
~xcept as noted in 72 P.S. ~9116
The tax rate imposed on the net value of transfers to or for the use of the decedent s slOlIny:::; I:::; I L 70 Ll L r .v. ~.;:11 16 (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.
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
. FILE NUMBER
21 - 2005 - 01105
ESTATE OF
Snyder, Arletta R.
Include the proceeds of litigation and the date the proceeds were received by the estate.AII property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
1,458.27
Legacy Checking Account #461052512 - Sovereign Bank
2
Statement Savings Account #464025964 - Sovereign Bank
2,675.60
TOTAL (Also enter on Line 5, Recapitulation)
4,133.87
\\\.1// .
-:.s:.:~~?..:.. S q) B n '" lr
.~wr~~. overelgn aI.1lA
. '7J/i\\"-'
STATEMENT OF ACCOUNTS
1-877-768-1143
www.sovereignbank.com
Milestone Banking .premieroptions
Financial Summary statement Period 08/22/05 -. 09/21/05
ARLETT A R SNYDER
Deposit Accounts Account Number Average Daily Balance Current Balance
STATEMENT SAVINGS ACCOUNT 464025964 $32,468.89 $2,675.60
Total Deposit ~ ~~~ ~~~ ~~~3.87
Time Deposit Accounts Account Number Maturity Date InterestRate Current Balance
tR ~~",M I:' ~ ~ .M.- ~ 9p8/ ~~
~~_ d~
COM~N~~~~"N~t~~ANIA I JOINTL ~g~E~E~L~:OPERTY I
RESIDENT DECEDENT ~ ~_._
I FILE NUMBER
21 - 2005 - 01105
ESTATE OF
Snyder, Arletta R.
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A Marilyn A. Adams
ADDRESS
RELATIONSHIP TO DECEDENT
291 Texaco Road
Mechanicsburg, P A 17050
Daughter
B Ronald E. Snyder
5196 Locust Street
Harrisburg, P A 17109-5520
Son
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM LETTER DATE Include name of financial institution and bank account number DATE OF DEATH
FOR JOINT MADE DECD'S VALUE OF
NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENTS INTEREST
estate.
1 A&B 03/04/03 Checking Account #1068-55390 - Fulton Bank 54,986.41 330/0 18,145.52
2 A&B 01/09/02 Certificate of Deposit #010-0152855 - Fulton Bank 50,030.56 33% 16,510.08
I
3 A&B 04/12/02 Certificate of Deposit 50,000.00 33% 16,500.00
#0465111078 - Sovereign Bank
I
I
I
I
!
, I I
I I I
I I i I
i I I I
i I I I
TOTAL (Also enter on line 6, Recapitulation) -I
51,155.60
~~'~
caMMONWEALTH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
.BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21
ACN 05157522
DATE 12-27-2005
REV-15ft! EX AFP (09-00)
EST. OF ARLETTA R SNYDER
S.S. NO. 165-38-1896
DATE OF DEATH 09-19-2005
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
[Xl CHECKING
D TRUST
o CERTIF.
MARILYN A ADAMS
291 TEXACO RD
MECHANICSBURG PA 17050
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17013
i
I
I
FULTON BANK I has provided the Department with the information listed below which has been used in
calCUlating the potential tax due. Their records indicate that at the death of the above decedent, you were a ioint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a COPy
to this form and return it to the above I address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of PennsYlvania. Questions may be answered by caJU.ns-T71?) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1068-55390 Date 03-04-2003
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
54~986.41
16.667
9..164.58
.045
412.41
TAXPAYER RESPONSE
-;:'jfi':'
x
Tax
x
PART
IT]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
To insure proper credit to your account, two
(2) copies of this notice must accompany your
payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
NOTE: If tax payments are made within three
(3) months of the decedent's date of death,
you may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
[] The above information and tax due is correct.
1. You may choose to remit payment'to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you may check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
c=J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
c=J The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
If you indicate a different tax rate~ please state your
relationship to decedent:
PART
~
TAX
LINE
TAX ON JOINT/TRUST ACCOUNTS
RETURN - COMPUTATION OF
1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3
4. Amount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7
8. Tax Due 8
x
x
PART
~
DATE PAID
DEBTS AND DEDUCTIONS
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Computation)
I
$
Under penalties of perjury~ I declare that the facts I have reported above are true.. correct and
complete to the best of my knowledge and belief.
HOME
WORK
(
(
)
)
tOMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
'BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21
ACN 05157520
DATE 12-27-2005
REY-154! EX AFP (09-00)
EST. OF ARLETTA R SNYDER
S.S. NO. 165-38-1896
DATE OF DEATH 09-19-2005
COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
D CHECKING
o TRUST
IX] CERTIF .
MARILYN A ADAMS
291 TEXACO RD
MECHANICSBURG PA 17050
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
FULTON BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by'calling (717)-787-8:527.
COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 010-0152855 Date 01-09-2002
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
50,030.56
16.667
8,338.59
.045
375.24
TAXPAYER RESPONSE
x
Tax
x
PART
ill
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
To insure proper credit to your account, two
(2) copies of this notice must accompany your
payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
NOTE: If tax payments are made within three
(3) months of the decedent's date of death,
you may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
[] The above information and tax due is correct.
1. You may choose ~o remi~ payment ~o ~he Regis~er of Wills wi~h two copies of this notice to obtain
a discount or avoid interest, or you may check box "An and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
[] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent"s representative.
c=J The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
If you indicate a different tax ratel please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
TAX ON JOINT/TRUST ACCOUNTS
OF
1
2
3
4
5
6
7
8
x
x
PART
~
DATE PAID
DEBTS AND DEDUCTIONS
AMOUNT PAID
PAYEE
DESCRIPTION
I
TOTAL (Enter on Line 5 of Tax Computation)
I
$
Under penalties of perjury, I declare that the facts I have reported above are truel correct and
complete to the best of my knowledge and belief.
HOME
WORK
(
(
)
)
,~~'?;. S ~ B €?I "II~ 11 T
.~.;W:~. overelgn i1l.!t.n.
'71/1\'0".
STATEMENT OF ACCOUNTS
1-877-768-1143
www.sovereignbanK;com
Milestone Banking .Premieroptions
Financial Summary statement Period 08/22/05 -, 09/21/05
ARLETTA R SNYDER
Deposit Accounts Account Number Average Daily Balance Current Balance
~>LEG~Qt~p:~~p:8,'.:8:~'<:.., '.:' , ;.',;:; ~'~"; .~:>-,~.?;:;;~~~' :~'?~', ~:>~,' ',' -~~_~'o5'i'5~:~,~\:~~~~~~~:{:?~~-'}: T::~r11~W~g~9~.)?~r~~?~~'~~ '~;~~i~~~~~.~ ~i.~
STATEMENT SAVINGS ACCOUNT 464025964 $32,468.89 $2,675.60
~ ~ ~~ ~ ~~ ~...o& ~33.87
Time Deposit Accounts Account Number Maturity Date Interest Rate Current Balance
tf/-,.p-i ;; ~~ ~ ~ 9p8/CN>~
~~~ d~
Total Depos it
-
-
;;;;;;;;;;;;;;;
.
~~-~-
SCHBlULE H
FUNERAL EXPENSES &
ADMINISTRA11VE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
I 21-2005-01105
ESTATE OF
Snyder, Arletta R.
Debts of decedent must be reported on Schedule I.
--,~-"-"'-'-~~-
ITEM I
uNUMBER ~-
A. I FUNERAL EXPENSES:
1 I W. Orville Kimmel (paid from joint checking account)
-+
I
I
I
I
8,099.00
DESCRIPTION
AMOUNT
B.
I ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State _ Zip
2.
Attorney's Fees
Kerwin and Kerwin -- Terrence J. Kerwin, Esq.
500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
68.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Register of Wills - Releases
10.00
2
Continuing Care RX - account payable
102.92
Total of Continuation Schedule(s)
30.00
TOTAL (Also enter on line 9, Recapitulation)
8,809.92
.
Schec1je H
Fu1emI Expenses &
ALtTW1i&baNe QlSts ca1IhJed
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Snyder, Arletta R.
I FILE NUMBER
: 21-2005-01105
3
Register of Wills - Filing of Tax Return & Inventory
30.00
i
I
I
I
I
I
I
I
Page 2 of Schedule H
AR~TTA R. SNYDER
~,.r".%O
-~
~iW 244
oo~
~{j-~/l'l-
__~~~~CO ~~LAlS ~ =_
..,..,.","';;o7;;i.';;;-Z;;-' .T\.Ol\~Q... OJ~~_ -!!
I:OH301"l~l: 101;8 553'10" ~--;~ ...6:8~&ib'15'lU
ISqs"_7~
.~....___.~-&_~_.....-:Il&.A-.....,...a......-......--.__-._.-.~.......:&.~......._____..tc....-~
244 09/19/05
95.92
r - ~LmA R. S:Ell -' 'T.J~'- .~ 247
; . ~P:~u DA3+ ~. ~oo.5"
Ii ~,~~ f="W'\lI^c& WPoll.~~ $~O'l'l."o
~:~A~ ~ ~~ ~UAllS (3 ~
: Fulton
..~~. ~....o.-.
.a...."""'~.~o.a..~.. J
I~~!2.~':~"'~~~:~~~-;~~'
247 09/26/05
8.099.00
~ "R~A R. SNYDER ~ - ~"'W 248
':'1~p:"';EJrO ~~~
I : r.y...~~~L~L IS:ll!, 0... 00
A~~.~ -- OO~LARS ~ =-= I
1 ""'" .....--............-. ~,(.~-- 0.... QJ.(L~ -_!!:
~l~~~l::..-:~:~~:.~:~~~..i.oa~~~~.oot'
248 09/29/05
20,000.00
ARlETTA R. SltVDEI\ ~ 249
.0" N 10m< STlIEET - ;{
i _SIIUIIG.'" ""Q 085-" Sl.~_ :J'. ;)(;0.:5
i r..."~_ () Odn-.4-0
~~~~d~%"-
! ~Bank
. c.",.~ . 0........ 0r\IIID't..
......--.--......-. ~,{~~"::" a... ..9_J~.~
t:OH3011,~~I: 10'8 553'10n' ~;;;l~" ,0'0002000000...
I $ d.O, 0110. DO
OOI.LAIIS 61 sc:-
249 10/03/05
20.000.00
AAlETTA R. SNYDER
.01< H 81lCTllJlI'Af.EL
~'UH\i. pO,., "11"
__.!::, 250
. ...",C1{}", ;:}oa"'"
. "I
:~~(~-r.n1U~ ~ RX 1$7.00
: ~ ~%o UOUA.S iii e.::"
! PultanBank
.~~.~......a....a..
~ i70;;";;rT:"~-' ~"~~~Jl_Jll~
':031 30 11, ~ ~I: 10b8 5S 3~0..l"'~9b "'0000000'1O'J'"
:l..~~'L--=--.....----~.........--.__________....._......--:._.,.--='.~O":;
250 10/13/05
7.00
.
REV.1513 EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Snyder, Arletta R.
I FILE NUMBER
21 - 2005 - 01105
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
-- ----DoJ\Iot
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Marilyn A. Adams Daughter .50
291 Texaco Road
Mechanicsburg, P A 17050
2 Ronald E. Snyder Son .50
5196 Locust Street
Harrisburg, PA 17109-5520
I
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
I
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE
...
~---A
~
lllttst ~il1 ann '<lIestamellt of
ARLETTA R. SNYDER
I, ARLETTA R. SNYDER, of Harrisburg, Dauphin County,
pennsy~vania, being of sound mind, memory and understanding, do make
and publish this, my Last Will and Testament, hereby revoking and
making void all former Wills by me at any time heretofore made.
FIRST:
I direct my hereinafter named Co-Executors to
pay all my legally enforceable debts, funeral expenses,
administration expenses, and inheritance, estate, succession or
excise taxes, which I owe or may become due on account of my death,
as soon as may be convenient after my decease.
SECOND:
I give, devise and bequeath all of my
property, be it real, personal or mixed, whatsoever and wheresoever
the same may be situate at the time of my death, in equal shares; as
follows:
A.
Fifty (50%) Percent of my estate is to pass to
my daughter, MARILYN ANN ADAMS; and
B.
Fifty (50%) Percent of my estate is to pass to
my son, RONALD E. SNYDER.
In the event either of my beneficiaries should predecease
me, I direct that their share of my estate shall pass to their issue
per stirpes.
Page 1 of 2 pages
~ Q. ~'N-~\i~"
Arletta R. Snyder
_.,~_.-
- -
THIRD:
I nominate, constitute and appoint my
daughter, MARILYN ANN ADAMS, and my son, RONALD E. SNYDER, or the
survivor of them, as Co-Executors of this my Last Will and
Testament, authorizing and empowering them to sell and convey any
and all real estate of which I may die seized and possessed.
I hereby direct that my Co-Executors or personal
representative shall not be required to post bond to act in said
capacity.
IN WITNESS WHEREOF, I, ARLETTA R. SNYDER, have hereunto
9.. I. ,,1 ,
set my hand and seal, to this my Last Will and Testament, this v~
day of
t~ptlj~)ULJ
I
, A.D., 1988.
SIGNED SEALED, PUBLISHED
and DECLARED by the above
named Testatrix, ARLETTA R.
SNYDER, as and for her
Last Will and Testament,
in the presence of us,
who, at her request, and
in the presence of each
other, have hereunto set
our names as witnesses:
~~ ~""'..(""K"""';
Residin t:
~~A:4'~ 119
( .~ ~ ;', L
es'tling' at:
'rL f/!
~ R. hc\n<..,CSEALl
ARLETTA R. SNYDER
Page 2 of 2 Pages