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Home My WebLink About09-20-06 .......I \. 15056051058 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number 21 06 0654 Date of Birth 716-09-7959 06/29/2006 10/26/1911 Decedent's Last Name Suffix Decedent's First Name MI Snyder Mr. Kenneth (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILEO IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ::.) 1. Original Retum --, 4. Limited Estate ;::::; 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 2. Supplemental Return .~ 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 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received -0- 8. Total Number of Safe Deposit Boxes City or Post Office Maryville State ZIP Code (717) 957-3474 ~ . ..... REGISTERigLSUSE'='V -.- c~j ~~ :'n ""0 r'1 '.,) (:,) ""IG -0 v') ,1.1 --"J - ,,--I r:-J i,.I:; rTl N !. :1 ,'i"j "c. a'-:: :0 0 _ -.' 1::.'7 " Cf) ;:>;;,..._ (;() -0 ~~ ;~~l ~ <;~~ DATE FILED \!) William C Dissinger Firm Name (If Applicable) Dissinger and Dissinger First line of address 400 South State Road Second line of address PA 17053 Correspondent's e-mail address:mville@pa.net Under penalties of perjury, I declare that I have examined this retum, including ccompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of pre parer other than the perso al representative is based on all information of which pre parer has any knowledge. SIGNATU E OF PERSON RESPO ISLE FOR FILING RETURN /I 618 Belle Vista Drive, Enola, PA 17025 DATE oad, Marysville, PA 170 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 --.J ~~ --.J \. 15056052059 REV-1500 EX . Decedent's Name: Kenneth Snyder _ ._,~_,._,,,._~~'''''''''''', ~'_'; , ...~.,., ."..,~w~,____w,__'~~T;__'~"~'''' w~ ""'~'~~'''''_'_ ,.,,,'v.,''-,.-....-''v.~_,._'..._... ~. .. .~^~.~ ..."_'....~A"..~. ,"~.A.,'.~~~,.~~,_,.,.".,",.,.,....w.'.','y,.,.,,,""~~,*',,,...~.,.,,,_,_," .._-_""...,......~"."'~,'..,.,.. .~_............."-" ....~"'~" RECAPITULATION 1. Real estate (Schedule A). ................ . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 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). . . . . . . . . . . . . . . . . . . . . .. . . . .. .. . . . .. 11. 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) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O 45 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 0.00 15. 72,913.82 16. 0.00 17. 0.00 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 L Decedent's Social Security Number 716-09-7959 0.00 0.00 0.00 0.00 84,221.97 0.00 0.00 84,221.97 3,154.63 8,153.52 11,308.15 72,913.82 0.00 72,913.82 0.00 3,281.12 0.00 0.00 3,281.12 15056052059 ~ REV-1500 EX Page 3 Decedent's Complete Address: \. File Number 21 06 0654 DECEDENTS NAME DECEDENfS SOCIAL SECURITY NUMBER Kenneth I Snyder 716-09-7959 STREET ADDRESS 618 Belle Vista Drive CITY .1 STATE I ZIP" Enola PA 17025 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 3,281.12 0.00 3,117.06 164.06 Total Credits ( A + B + C ) (2) 3,281.12 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SA) (58) 0.00 0.00 0.00 0.00 0.00 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. 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;.......................................................................................... D ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~ c. retain a reversionary interest; or.......................................................................................................................... D [iJ d. receive the promise for life of either payments, benefits or care? ...................................................................... D [iJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D [i] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D [!] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 or for the use of the surviving spouse is three (3) percent [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 value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. S9116 (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 for the use of a natural parent, an .adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. S9116(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 four and one-half (4.5) percent, except as noted in 72 P.S. S9116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 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. REV.1508 EX+ (6-"1 .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Kenneth I. Snyder FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Checking acct. #317950 with First National Bank of Marysville 19,213.71 65,008.26 2. Certificate of Deposit #3062112 with First National Bank of Marysville TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 84,221.97 REV-1511 EX+ (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Kenneth I. Snyder FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Prepaid B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions 0.00 Name of Personal Representative{s) Social Security Number{s)/EIN Number of Personal Representative{s) Street Address City . State Zip Year{s) Commission Paid: 2. Attorney Fees 2,108.00 3. Family Exemption: (If decedent's address is notlhe same as claimant's, attach explanation) 0.00 Claimant Street Address City State .Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. New Marysville Diner (memortal dinner) 8. Larry Lewis (use of truck) 9. Perry Lodge 458 10. Rice Memorials 11. Cumberland Law Journal 12. Harrisburg Patriot-News 260.00 0.00 0.00 344.47 30.00 50.00 125.00 75.00 162.16 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3,154.63 REV-1512 EX+ (12-03) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Kenneth I. Snyder Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH FILE NUMBER 1. Masonic Village 8,153.52 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 8,153.52 REV.'5I' EX. (..., .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT stHEDULE J BENEFICIARIES ESTATE OF Kenneth I. Snyder FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) OF E&TATE I TAXABLE DISTRIBUTIONS ~nclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Kenneth W. Snyder, 618 Belle Vista Dr., Enola, PA 17025 Son 1/2 2. Barbara A. Barber, 202 York St., Enola, PA 17025 Daughter 1/2 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS -- TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheels of the same size) DUNCAN NON OFFICE: 55 South Main Street Phone: (717) 834-5161 Fax: (717) 834-5639 AUGUST 11, 2006 DISSINGER & DISSINGER 400 SOUTH STATE RD MARYSVILLE P A 17053 17053-0017 MAIN OFFICE: 101 Lincoln Street Phone: (717) 957-2196 Fax: (717) 957-4578 RIDGEVIEW OFFICE: 500 S. State Road Phone: (717) 957-2114 Fax: (717) 957-4678 RE: ESTATE OF KENNETH I SNYDER HERE IS THE INFORMATION REQUESTED PER YOUR LETTER DATED 8-3-06: CHECKING 317950 KENNETH I SNYDER OPEN: 10-31-80 INT RATE: .60% DOD BAL: $19,210.56 DOD!NT: 3.15 CERT OF DEP 3062112 KENNETH I SNYDER OPEN: 8-19-02 INT RATE: 4.64% DOD BAL: $65,000.00 DOD INT: 8.26 IF YOU REQUIRE ANY FURTHER INFORMATION, PLEASE CALL. SINCEREL Y, () ) (~C~- \\~ BARBARA RECHER CUSTOMER SERVICE