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Home My WebLink About95-00581 I)ETITION FOIt l'ImnATE "od GltANT OJ. LETTEltS eR/-QS- 3d'/ E.,I,/I(' IIJ Edw~l:E...-~_~iod1owski IIlso kllOIl'1I "., No. To: __________. Regl,ter of Will, for Ihe _ _~ 0,'("''''1'1'''. Coonty of .--Cunll2eJ:.larui. in Ihe Sodlll S",'uril.\' No. l5"a~~~~c.j C'lIIl1l1onwellhh of I'ellllsylvllnlll The pelhlonof Ihe Ilnder,lgl\l'd respeelfolly represenls Ihlll: Your pethlonerl'), who~lIre 1M yellrs of IIge or older IIl1lhe execlll..QD IlIlhe IlIsl will of the IIhove decedenl, dilled December 28 1lI1dxoaldIcll(lC>><1tJtodv nllmed ,19~ (URIC ,rlc\'luU drCIII1l\IIIl1l:C\, C,lI. ICllundnllnn. dcalh nf "",,'CUlm. ('Ie.) Decendenl WIIS domiciled III demh In Cumberland CounlY, Pennsylvania, with h is hiS! family or prllclp"1 residence III 522 Penn lIyr Road. Camp Hi 11. Hampden Township. Cumberland County. Fennsylvania 111101 !)HeCI, lIulI1hcr Rnd JIItmdlll.llll)') Deeendenl,lhen 75 ycarsofllge,dled JulY 26 ,1995 , III 522 Penn Ayr RoacL~.lDP lIill. Cumberland County. PennsY1yan;ia Except liS follows, decedelll did nolmllrry, WIIS not divorced IInd did not have II child born or IIdopled IIfler execllllon of Ihe will offered for probale: WIIS nollhe victim of a killing IInd was never adjudlealed Incompetent: No exceptions Deeendent III delllh owned properlY wilh eSllmated vlllnes liS follows: (If domiciled In I'll.) All person III properlY (If not domiciled In I'll.) I'ersonlll property In I'ennsylvllnlll (If nol domiciled in I'a.) Personal properlY In County Value of relll eslllle in I'ennsylvllnlll shullled liS follows: $ 160,000.00 $ $ $ WHEREFORE, pelilioner(s) respect full)' reqoesl(lC) the prohale of Ihe lasl will l!l1lIIXllCllIlcllOO presenled herewilh IInd Ihe grnnl of lellers testamentary (1('\1:11111.'111"')'; Ill.hninhtrnllun c.l.n.: udl11lnhtnulon d. "I.a.) Iheron. Itt;J.,~ '0- '6fi "'James E. S1odlowslt1 ~g 767 Orvilla Road ~:6 ..llil~ld. PlI 19440 "0- E~ ~c ;; c .. Iii , S1odlOWSKJ. Hollow Road PlI 17022 ,,\ OATH 01<' PERSONAL ItEPRESENTATlVE COMMONWEAl.TH 0... I'ENNSYl.V ANIA }' ::IS COUNTY 0... CUMBERLAND The pelilloner(s) IIbove.nllllled swearll;) or IIffirm(~ Ihlll the S!lIlelllenls in Ihe foregoing pelillon are Irue IInd correelto Ihe besl of Ihe knowledge IInd belief of pelillonerls) and Ihallls personal represen- tlllive(s) of Ihe IIbove decedenl ,p,e,lill""'" .lU ~ ." ~:i .d""o'''~'', ".." "',,d!o," ... Sworn 10 '!r Ilfflrmed 3~~d Sllbseribed~ _ c2, . ~ hefore m~1 'i K, dll~ pI' i! ~...!2WSki ~ ~ Ii ~ Y2) )9 9~ rz _ . !a 1.<,10' L(r1 P-i " L 'J ;ffl;; " Iff b :..-5J.odl.owJ>Jd ~ MA~Y C, LEWIS lIe)lMe (). ~ No. 21 - 95 - 581 Estate of BOWARD J. SIODLOWSKI , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW AUGUST 7 I 19~, In eonslderalion of Ihe petlllon on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the Instrument(s) dated DECEM8ER 28. 1994 described therein be admllled to probale and n1ed of record as Ihe last wlll of EDWARD JS SIODLOWSKI TESTAMENTARY JAMES E. SIODLOWSKI and ROBERT J SIODLOWSKI and Lellers , are hereby granted to ~, FEES Probate, Lellers, Etc, ""."" $ Short Certlncates(5 ) " , , , , , , " $ Renunciation I............... S . X-Pages JCP MARY C. LEWIS Richard L. Placey 07232 A1TORNEV (liup, Ct. 1.0. No.) 200 North 3rd Street, P.O. Harrisburq. PA 17108 ADDRESS (717) 236-9577 PHONE Box 99 235.00 30.00 $ 30.00 5.00 TOTAL _ $ J99,99 Filed .... ...,V~P.~T. 7... .1 ~~.5. . ... .:. .. .... 20 :5l :0 :;1'" :Om III n t:f ',' I:) (" ~ '^ r~ " , i.~, . .1 C") '. . 0 C .~ ;~.: 'j ,,~ f) <::> Iii Q, '"'(1(: (o..j :P:Cl ..", Ma11ed letters and order to attorney on 8-7-95. Thi~ i, co ft.-nil)' Ih,i1lhl' illfnrm.lflllll hl'll' .l:iH'11 i.. UlIIl'td)" tllpu'd l101I1.1It tlri~III,IIIl'llili(illl'"f tll'illh dill)' libl wilh I11l' il'- LOf.1I Ill',;i~trilt. Thl' migin.ll tt.'r1illt.llC' \\ill h\'lorw.lId\.d Itl du' Sl,III' \'ILII I(I:UIIII, < lllil l' J!lr "l'I"lB.IIll'lll filin~. WARNING: Ills lII~gRlto dupllcato this copy by photostat or photograph. Fl'c for d.i, n.rfilii....lIl.., S!.OO (\k,c"t..l..Y.,-J.9.lL..___ 7J D.lle I r),.. /, ~~.,.....:... /;.u.flL.l.-J.k,t..o.:.t...,- 1.0(;11 Jh"J;i!lll"llr tl J 3086445 -_._----+----,-- Nu. HtClllq"""'....' COMUONWEALTH Of' PEHNIVI.\IANIA. DEPARTMENT or HULTH. VITAL AECOADI CERTIFICATE OF DEATH ,-, . -. eu.co... I. -o&.&. MIOIP&MM~Ptt""1 .~,,~~ ~c. L ,. ., - ""'...- "'U'..".C-JI f3A'I.^,""t, N.~. =:"'0 .... ULA^,O " HAm~... i~p. - W,",,'r<' ......-......--. - A D .....~~ O"IARaico 1"""..,_....... #-IAmrt... \'f.op^~i'~~~n.:Tr . 0K.I1II...........1IlQ,tQORI...._~ S'l. 't. PCN"" """" no C","", J-j:/..\. I pn "011 R'P~"L ..- r.UDtH1" ""'"M ~...~ -- ''''_-.lIOI .." ... - .... ~u~hc"Jl.l.!,"t.9_ ......1 ",O::....=~.. YOl1 ~.lWoIIf" .................... AIL L ~rH $l~ "VeNN AJA" nn 0Ilw....., .-" t""blfllH"'O~ti GAP I\I,,"ID""" L c." . ."". l\It:LL toI..... ,," , " .... . ... -.".......1."1 ... I'll A"'N":~LC . . ~ " 3 FI) -0.... .~-::oJ7~--"'."'--""""'._'" .t; CR/Ii - ~n',,_j . n.H 4:vo ..10 -, . ...0 l. "I .-..-.............____.._o....._..._.............~._..,._ _.._....... ''"'lOfIl\I__.._... __.CAUMf... _....dOoJn -...-.- -- -- -..- -. 1llJroft......._........._-.. _......."..-......_....Il"""'" . rCll'ldlar: c:lJVre..o-r --r..7iiiii1il'CUi.iOUlHfl u'-_.. _I .....~ ""'~"l -'-"" - 1'~Iu"I"I;'U'IVOI Iilt~ '~iiitii1i"HUliiiiit:aOlI . _. ____ h + ~ _ u NAU ,~ __~OID1"H _,..IPftlMIO et-."IClffOl'CAlJII IlI'DlJlfH' ,-"""" ~...... ,..,., ..... IPI [J n lWIOI......' .......n.,..1 ..oUI,Q(.(;UINU ....01,. ftAJII, __I "' [J n n ~f'7ii;;;;;;l;.,...........__ ~"k<al" ~ -" * ~~~:~~~..,.,.....".."'..'U,....,,_.t.,......."'......I...I'........_..oJfU..-_'1I ............r..............__""...__~"""_.._ """"""." -- ,-..~- ~.......-- "" (] ...IJ l~"'~l~"" "'- ...r1 ..1\1 .... ._--'C-O_c.u".._""IlQ.IJt............la...........'U....,...I..."'....."....."'_~ ............,.........,---........-.-......--.............,--....."',.,.....,. - _ NlDIIIU'U'v-JI"__ _. 1--1" ~Ill.. w,......a.~a.... u fJ '::'T'iio'~'10~L. _ _I~:']:!':-i"'jcj'rif_ .,.,JIfiliiiiiiOl"'AIOIot~;tl~u",7oro...'H -"'I'''''.''"ev'lll~ J\. '5"", I "..u, 1].. 3o~B H""""",,Sr.Ca-,. tilll P!/'17D1' .. ...... & I '1tt0lCA&..1~1l O'............-..-_"'..t1IfM.....,....,...-. ..................................... ,............... .......HI.I.... -."......................."..............,.................................".............,,,.......,,.. ... -.. ~ AHOy ~J.L('I^.<l. -A,.I--... 01'111, \ ULlLlJ1.JdJ .. \. 21 - 95 - 581 , .1/ ':0 :Om _ tn (') . to 0 , -- . .~, p,. o. ,.' fll t~t ,~ ii J., Si .-:,.-,. .f (:' f~' t,; :11..: :t'~ . ;;~1 - <":) N .1:0 ,;.-:.:\' ..~, fb !if ,0 - LAST WILL AND TESTAMENT OF EDWARD J. SIODLOWSKI I, EDWARD J. SIODLOWSKI, now of Hampden Township, Cumberland County, Pennsylvania, declare this to be my Last will and Testament and hereby revoke all prior Wills and Codicils made by me. ITEM I. I direct that all of my just debts and funeral expenses, inclUding the cost of my gravemArker, if any, shall be paid from my residuary estate as soon as practical after my decease as a part of the administrative expenses of my estate. ITEM II. I give all of my articles of personal or household use, including automobiles and all insurance thereon, to my wife, AGNES G. SIODLOWSKI, provided she shall have survived me by thirty (30) days. Should my wife predecease me or die on or before the thirtieth (30th) day following my death, I give all of such property and insurance to those designated in the Memorandum attached hereto, and in the absence of such Memorandum or to the extent it does not dispose of all of my such property, to those of my children who so survive me to be divided between them as they agree. ITEM III. and at my death our me, but in a manner to her by operation home to her. If my wife, AGNES G. SIODLOWSKI, survives me usual home is owned by me or by my wife and which would not result in passage of full title of law, I devise my entire interest in said ITEM IV. If my wife, AGNES G. SIODLOWSKI, survives me, I give and devise all of the rest, residue and remainder of my estate of every nature and wherever situate unto my sons, JAMES E. SIODLOWSKI and ROBERT J. SIODLOWSKI (hereinafter collectively referred to as "Trustee"), who shall hold such property, together with any other funds which may be added to the trust from any other source (all ~~1Jd U"'~ E ward J Siodlowski of such property being hereinafter referred to as "Principal"), In Trust, to be invested, administered and distributed by them as follows: 11. Trustee shall pay the net income thereof to or for the benefit of my wife, AGNES G. SIODLOWSKI, for and during her natural lifetime, no less often than quarterly, as Trustee may determine. B. Trustee shall payor apply on my wife's behalf so much and only so much of the principal of the trust as is necessary, in my Trustee's jUdgment, to provide her with those benefits and services, and only those benefits and services, that are not or may not otherwise be available to her from other sources, including federal, state or county public assistance benefits, as or when needed for her care, welfare and maintenance. Without expanding or limiting the discretion of my Trustee to take whatever actions Trustee may consider necessary for my wife's welfare, in accordance with the trust purposes, I state my desire that the trust be used in ways that will best enable h~r to lead as normal, comfortable, , , dignified and fulfilling a life as possible. c. Upon the death of my wife, the then remaining principal of this trust and any undistributed income thereof shall be paid in equal shares, share and share a11ke, unto my sons, J1IMES E. SIODLOWSKI and ROBERT J. SIODLOWSKI, or their issue, per stirpes. Should either of my sons predecease me or die without issue surviving, the share of such son shall be distributed to my other son, or his issue, per stirpes, as the case may be. ITEM V. If any income or principal shall be payable to any person who shall be minor or who shall be incapacitated for any reason, my personal representative, as trustee, shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and educatio~ of such person during minority or incapacity, without the appointment of any guardian L 5iodlowski - 2 - or committee or any authority of court, and shall be entitled to make direct application hereunder or to make application by payment thereof to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors lIct. lIny remaining income and principal to which such person shall be entitled shall be paid and distributed to such person upon the termination of minority or incapacity. ITEM VI. I appoint my sons, JAMES E. SIODLOWSKI and ROBERT J. SIODLOWSKI, Co-El:ecutors, or the survivor Executor, of this my Last Will and Testament. No bond shall be required by my personal representative(s) in any jurisdiction. ITEM VII. In addition to the powers given by law to my personal representative(s) and trustee(s) [hereinafter fiduciaries] in the administration of my estate and of the trust(s) created herein, they shall have the following discretionary powers applicable to all real and personal property held by them, including property held for minors, effective without court order until actual distribution. A. To retain any property owned by me at my death and to invest any funds held by them in any stocks, bonds, notes or other securities or property, real or personal, including common trust funds, mutual funds and money market deposit accounts operated or offered by my corporate trustee, if any, or any affiliate of it. B. To sellar otherwise dispose of any property, real at any time forming a part of my estate or the Trust cash or upon credit, in such manner and on such terms fit, and no one dealing with the fiduciaries shall see to the application of any monies paid. or personal, estate, for as they see be bound to C. To manage, operate, repair, improve, mortgage or lease for any term any real estate at any time held or owned by them as fiduciaries. cfZvJJ .f~'-~1LML 'Edward J. iodlowski - 3 - j~Sj .,t>'1 t:_~, -, .' D. To hold investments in the name of a nominee and exercise and dispose of warrants. E. To enga~e in litigation and compromise, arbitrate or abandon claims and property. F. To conduct any business in which I am engaged or in which I have an interest at the time of my death, for such period as the fiduciaries deem advisable, with the power to borrow money and to pledge the assets of the business and do all other acts, which I, in my lifetime, could have done, or to delegate such powers to a partner, manager or empluyee, without liability for any loss occurring therein. G. To allocate items of receipt or disbursement between principal and income as the fiduciaries deem equitable regardless of the character given such items by law; to distribute in cash or kind or partly in each at valuations fixed by the fiduciaries. H. To borrow money, including the right to borrow from any corporate trustee, if any, and to mortgage or pledge as security or to hold its own stock if a corporate trustee. 1. plan or other discretionary To join in any merger, reorganization, voting-trust concerted action of security holders, and to delegate duties with respect thereto. J. Should the principal of any trust herein provided for be or become too small in trustee's opinion so as to make establishment or continuance of the trust inadvisable, my trustee(s) may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportion they are then entitled to income. Upon such termination, the rights of all beneficiarylies) who might otherwise have an interest as succeeding income beneficiarylies) or in remainder shall cease. K. In general, to exercise all powers in the management of the assets of my estate or the Trust estate which any individual ~~tJ ri;;)fuJ~ , Edward er-sr~di--;'~WSki - 4 - .' could ex.!rcise in the management of similar property owned in his own right, upon such terms and conditions as the fiduciaries may deem best, and to execute and deliver all instruments and to do all acts which the fiduciaries may deem necessary or proper to carry out the purposes of this will or the Trust(s) created herein. L. To apply income or princjpal to which any beneficiary is entitled, directly for his or her comfort, maintenance and support, should the fiduciaries deem such beneficiary incapable of receiving the same by reason of age, illness, infirmity or incapacity, or to pay the same to such pe~son or persons as the fiduciaries select to disburse it, whose receipt shall be a complete acquittance therefore without the intervention of any guardian. M. To assume continuance of the status of any beneficiary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumptions. N. All principal and income shall, until actual distribution to any beneficiary, be free of the debts, contracts, alienations and anticipations of any beneficiary, and the same may not be liable for any levy, attachment, execution or sequestration while in the hands of any fiduciaries. seal this IN WI~SS WIlEREP(')I have hereunto ,:;:< If day of 0 rO A( J .J~ set my hand , 1994. and ~~ ,~nJjV,H~ - -dward g. -'SJ.odlowski The preceding instrument, consisting of this and four other typewritten pages, identified by the signature of the testator, was on the day and date thereof signed, published and declared by Edward J. Siodlowski, the testator therein named, as and for his last Will, in the presence of us, who, at his request, in his presence and in the presence of each other, subscribed our names as witnesses hereto. a -. S;,), (?.L,w./ ~ (}( ~ . ?,t., 1:: ( .' ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVlINIA: : 55. COUNTY OF DAUPHIN I, EDWlIRD J. SIODLOWSKI , 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, that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. Edward J. iodlowski to and acknowle ed before me, by , testator this 28th day) , 19-2.L. c n~ .~:C ;' 'Riglldrd L. Placey l---State of Admission: Sworn or affirmed Edward J. Siod1owski of December '-A'tt'Orn Pennsylvania AFFIDAVIT COMMONWElILTH OF PENNSYLVANIA: 55. COUNTY OF DAUPHIN We, 0 qne5 S, ad I~w j K; tl nd nU{mc.f1 O. (fl" ch ell , 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 testat or sign and execute the instrument as his last Will, 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 witnesses; and that to the Lest of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue incluence. 28th Sworn to day of arwJ~j %~~ December .,19 ~:.. (I' ~~ , c'" Co 'f' / -- .' / Ricba d'L. Placey Attorney ~8tate of lIdmission: Pennsylvania CERTIPICATION OP NOTICE UNDER ROLB 5.6(al Name of Decedentl Edward J. Siodlowski Date of Death I July 26, 1995 Will No. Admin. No. 2195-0581 To the Registerl 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 beneficiary(ies) set forth on the attached list on Auaust 15. 1995 . Notice has now been given to all persons entitled thereto under Rule 5.6(a) except No exce tions Date Auqust 15, 1995 Signature" Name (' ..R I" ,__~ Place~. Address 200 N. 3rd St.. P.O. Box 99 Harrisbura. PA 17108 Telephone (717) 236-9577 Capacity I Personal Representative Counsel for personal representative x 'Jd \lI. "',:,,.un:) , ',J\:) II' .'Ii 9t :1;1\] . . Q" ';:D. jl; ~t~ I .' ;:.~l:l y llY.UOO IX. (7.,,) Iii ~ .. ~ il! ii Bi '*' /5 - t; 7- I Y INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) YeAR NUMI!R o H' '01 OAns o. DIATH AmA 12131/91 CHICK HIRI If A "OUIAL 0 'OVII'" CRlDIT IS CLAIMID JILl NUM." 21 COUNTY COD! , . 95 0501 COMMONWIALTH 0' PfNNSYlYANIA DlrA.'MIHt 0' .,Y(HUI HA."lfJl6.llffl ......, AN. . I ,AN MI LIINIIA SIODLOWSKI, Edward J. LAL II UllTY NUMI l DAIl O. DIA'H DAIlO'llItH 522 Penn Ayr Road Camp Hill, PA 17011 Cumberland AMOUN' IIClIVID .il IHI'IUCtIOH I $288 158-12-0669 7/26/95 ... AINCoUUI aunMNO afOUl......... foAIf.III" foND MUll' 1H11W1 206-07-0132 778.32 o 3. Remainder Relum (lor dol...1 d..lh pri.' 1.12.13.82) o 5. 'ed.ral Ellate Taa R.tum Rlqulfld A nes G. Siod1owski Kl 1. Orlgln.1 A.tum o 2. Supplem.nlal R.turn o A. Umltld E,'at. 0 Ao. future In'lrll' Compromla. lIar d.t..., d..th .h.r 12.12.821 106. D...d.nt DI.d T.".t. 0 7. D.eod.nt M.lnt.ln.d. Uylng TN.t (Att.ch copy .1 WillI (Att.ch copy .1 TN.tl ALL CORRUPONDINCI AND CCN.IDIN11AL TAX INFOllMAnON SHOULD II'DIRICTED TO., ;'... "'.' COMt MAiLING ADD_I PLlICEY & WRIGHT 200 N. 3rd Street, P.O. Box 99 _ 8. T.t.1 Numb.r 01 SoJ. Dop..h 8.... L. P1acey, Esquire 236-9577 CiS' ~ is'g 280,001. 76 3~ " :r- ~', ) ~ ',:- d L :~ r... -, c.. . 5 I I. ..... E_(SchedoIo AI (11 2. ltocb ond 8ond. (ScMduIe I) (2 I 3. CIoooIy H.1d 51od1P-.hIP In""" (Schedul. q (3 ) ~. Mong.g.. ond N.... A_bt. IScheduI. D) ( . I $. Ca~ ~.dt. & Mllalla...... ""'nal Prop.rty ( 5) I uIe E) 6. Jalnlty Owned 'roperty (Schodule f) ( 61 7. Tro...... (Schodule 0) (Schod.1e Ll ( 71 8. Talal Grata '......1-1 Unoa 1.7) 9. F-'ll bpon...... AdnMllIratl.. Ca.I.. Mhcoll.n.... 191 Exp...... 15cIlodule HI 10. Debt.. Martg"ll' Uabllllloa. u.n. (Schedule I) 110) II. Total Dodudlant (Ialal U- 9 & 10) 12. Not Val.. 01 E_ (U.. I..... U.. II) 13. Ooarlt.bl. .nd OO....-.llleq..'" (Sched.l. J) U.. Nol V.I.. 5.b oct.. T..IUn. 12 mlnu. Un. 13) 1$. Spoutol Tran.f... (la, dat.. 01 doath oItor /).30-9.1 se. In_ lot Al>pllcabl. Porcontag. an Rev.". (1$) 5ldt. (Ind.d. ...1... fiam 5ch.d.l. K ., Sch.d.l. M.I 16. Amount.' Un. 1~ t...bl..t 6,. ,.,. (16) (Ind.d. y.I... 'ram Sched.l. K .r 5ch.d.l. M.I 17. Amo.nt.' Un. ,. t...bl..t U,. rato (17) (Ind.d. y.I... from Schod.I. K .r 5chedul. M,) 18. Prlndp.1 t.. duo (Add ta.from U... 1$. 16 and 17.) 19. C..dl" Spa.'" P...... Cr.dlt Prior P.ym.nt. (19) 120) .00 ~', ~ q.CI ~ ", ~ ,. -"'" . l"1 :9 ~t,'ol ~g N Vio ~ ;3."- - (8)U1280,001.76 14.002.23 14,002.23 265,999.53 ("1 (121 (131 U 1<.00. 265,999.53 .00 8,497.89 124,368.08 141,631.45 I< .06. I< .1$ . (18) 8,497.89 I . B = .. Dllcounl Int.r,,' + + 20. \I Uno 19 h groat.. than Un. 18, .nt.r tho dlfhor.neo .n Un. 20. Thl. h tho OVERPAYMENT. iii 0 .,rtD":I.........._.j.I'_.,I.......l"~Ulolt_. ....tn":I%n.'..I".......ILIJ.j,'."'U" 21. If U,.. 181. greater than Une 19, .nl., .h. dlff.r.nce on Un. 21. ThI,lt.h. TAX DUI. A. Ent.r ,h. Int.ren on the balance due on Une 21 A. I. Ent.r.ho l.t.1 01 Un. 21 .nd 21A .n U.. 211. Thh I. th.IALANe! DUE, Mak. a..de Payable tal R..llt" ., WlU., Agent 8,497.89 1211 (21Al (2111 8,497.89 -. .'. & 8 & Act '48 of 1994 provld.. for the reduction of the tax rat.. Impo..d on the n.t valu. of tron".,. to or for the u.. of the .pou... Th. rot.. a. prelCrlb.d by the .tatut. will b.1 . 3'll11.03) will b. appllcabl. for .ltat.. of d.c.d.nt. dying on or aft... 711/94 and b.fore 111196 . 2'll11.02) will b. appllcabl. for .,tat., of d.c.d.nt. dying on or aft.r 1/1196 and before 111197 . 1'll11.01) will b. appllcabl. for .,tat., of d.c.d.nt. dying on or aft.r 111197 and before 111198 . Spou,al trond.,. occurring on or oft.r 1/1198 will b. ex.mpt from Inh.rltance tax. PLEASE ANSWER THE FOLLOWING QUmlONS BY PLACING A CHECK MARK (...) IN THE APPROPRIATE BLOCKS. o 1. Old dllClld.nt make a tranm.r and: x a. retain the use or Incorne of the property transferred, ....................................................... b. retain the right to d.llgnot. who .hall u,e the property transferred or It,lncom., ............... x c. retain a reversionary Interest; or ................................................................................... x .: " x d. recel.,. the promise for Itfe of either payment., beneflt. or cOre' ......... .............................. 2. If d.ath occurred on or before Dec.mb.r 12, 1982, did deced.nt within two yean preceding death transfer JJroperty without receiving adequate con,ld.ratlon' If dlllth occurred after DlIClImb.r 12, 1982, did dKlldent tranlfer prop.rty within on. y.ar of d.ath without receiving ad.quate consideration'. ft.... ........... ......... .,_.. U.I...... .,..... II ....... .......... 'U'OI II .t. ft. .............. ". x x 3. Old deced.nt own an 'In trust for', bank account at his or h.r d.ath'........."'.......................... x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .. 'II .. .. '" '" i ~ I:!.. I! I: 0{t1 ~ f In 'E~ CD _ E~ CD 'S- _:J (1)-' I - C"- CD .-- - :J U-, I l'; ~5 lJ oc J ~&~~if! 81~o..~ i ~Eq~;~ )0. !!G.::i!:: l! j ! I I J I 4a i '" '8 :I:: J. Eo- - .. ~ r" . . I ~ r- eo H .. .!! - - - - - - .... _ III - CI IV -=SC ,!.. -::11) r.1I -=ili:ClCl -=00{,," :...0.... =Cl!l: .0 "l: :z;;e:a; ..=-."t::t -:Cl:l::;: --:I:... --1lI -:~Q.~ :Cl!:l "t -"''''U ,j .W!U~1 ,m ,,10 .. ~IUJ F" .. n_J "nil ,;'.al ~~l .~t\ I i I ';C; ~ i c ~ej III 11 t-a~i ~ i 11 I JihllJl 11'11_11. (1-11) . SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY COM/oIONW,AI1H O. PfHN$YlVAH'A '''"llnANe. lAX .nulN .UlD.NT DlelDINl EDWARD J. SIODLOWSKI ; IAU ~.....rty IeIotl_~ with 'h. .~h' .f I.........h'~ ...., ... ~I..I...~ .. kho~.1e ., 't ITEM NUMBER VAWE AT DATE Of DEATH DESCRIPTION 1. Miscellaneous Personal Effects NO VALUE TOTAL Allo en.er on line 5, Reeo I.ulotlon S -0- IA"ach addlllo"aI8~- x 11- .h.." If mor. .pac. It ""d.d.} ...."UllU. P'''I ITEM NUMBER PI.a.. Print or T p. B 21-95-0581 r!i~ COMMONWfAlTH O. PfNNSYlVANIA INHUI1ANCI 'AX UW.N .UIDfN' DrefDfN' SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES EDWARD J. SIODLOWSKI DESCRIPTION 1. A, Fun.ral Exp.n..., Neill Funeral Home B, Admlnlltratlv. Co.'" 2. 3. 4. C, 1. 2. 3. 4. S. 6. 7. 8. 1, Penonal R'pnll.nloll.. Comml..lon. Soda I S.curlty Numb.r of P.rlonal R.p....nlatl..' V.ar Comml..lon. paid Attorney Fe.. Placey & Wright Family Ex.mptlan Claimant Aqnes G. SiodlowsJRilatlan.hlp Add.... of Claimont 01 d.c.d.nl'. d.olh St...t Add.... 522 Penn Ayr Road Spouse City Camp Hill Slota PlI Zip Cod. 17011 Probol. Fe.. Cumberland County Register of wills Mloc.llan,oul Exp.n,,", Cumberland Law Journal - estate advertising Patriot-News Company - estate advertising TOTAL (AI.o .nl.r on IIn. 9. R.capltulatlon) (If more .poce I. n..d.d, Inl.rt additional Ih.." of lam. It...) AMOUNT $ 6,085.00 N/A 4,000.00 3,500.00 300.00 40.00 77.23 S 14,002.23 IIV.IIl'II_ 110.'" '* SCHEDULE K LIFE ESTATE/ANNUITY' TERM CERTAIN COMlilONWfAtTH O. 'lNNIYLYANIA INHUITANCl TAX InUJIN l(SIDlNT OfClDlNT STATE Of FILE NUMBER EDWlIRD J. SIODLOWSKI 21-95-0581 Thl. .ch.dule Is to be ulld lor 011 .Ingl. lIfe,lalnl or .ucc.nlye 1If. e,tal.. and term c.rtaln calculallan,. For dole. 01 d.alh aft.r 12.31.61 and before 5.1.89. actuarial factors lor .Ingle IIf. calculallon. can b. found In R.y.nu. Bookl'l (REV.1501B). For dal.. 01 d.alh on or aft.r5.1.89 actuarlallacto" can b. found In IRS Publlcallon 11A57 Actuarial Value., Alpha Valum.. Tho In.trum.nt croallng tho IIle Intere'I Is a: IPI.aao attach a capv allnatrumonl) 12I Will 0 'ntarYlyo. Oeed 01 Tru.t 0 Other . LIFE ESTATE INTEREST CALCULATION . Namolal.f Llf. T.nanl(.) Dot. .1 BI,th P,...nt Ag. N..roat Birthday T.nn .f Voara Lifo Eatalo I. Pay obi. Agnes G. siod10wski 12/11/19 76 KJ Lila or 0 T.rm of V.ara o Uf. er 0 Torm .f V.era o Ula or 0 Torm of V.ara o Llfa or 0 Torm of V.ara 1. Value 01 Fund from which Ufe Ealat.(t)la payabl.: ......................................................... S 265, 999 .53 2. Actuarial Factor per ~praprlate Table .p.~,I;'...g.~,..I?~l?t.......~.L~.~~~.~~.<<!!.................. Int.r..t Table rot. . 0 3Y,% 0 6% 0 10% 0 Variable Rat. % 3. Value of Uf. Ellat. (Un. 1 x Lln. 2) .......................................................................... .46755 S 124,368.08 . . ANNUITY INTEREST CALCULATION . Nomoi.) ., Annultantl') Dot. 01 Birth Prount Ag. IN.aro,I Blrthdayl T.nn 0' Voara AnnuIty la Payabl. o UI. or 0 T.rm of V.ara o Uf. or 0 Torm of Ylara o LIfo or 0 Torm of V.ara o LIf. or 0 Torm 01 V.ara 1. Value 01 Fund from which annuity I. payabl. ............................... S 2. Ch.ck appro~rlat. block b.law and .nler carr..pondlng (numb.r) In column ..................... Fr.qu.ncy 01 payout. 0 W..kly (521 0 BI.w..kly (26) 0 Manlhly (12) o Quart.rly (41 0 S.mi.Annually (2) 0 Annually (1) 0 Olh.r ( 3. Amount of payaul p.r p.rlod....................................................................................... A. Aggr.gal. Annual paym.nt. L1n. 2 )( line 3................................................................. 5. Annuity Factor (..e In.tructlon.) Inl.r.'1 Table role. 0 3V,% 0 6% 0 10% 0 Varlabl. Rat. % 6. Adlu.tm.nt Faclor I... In.tructlan.)............................................................................... 7. Value of Annuity. If u.lng 3V,%, 6%, 10% or If yarlobl. rate and p.riod payout I. at .nd of p.rlad, calculallon Is: Llno 4 x L1no 5 )( L1n. 6........................................................ If u.ing yarlabl. rat. and p.rlad payout I. at b.ginning of period, calculallon I.. ILlno 4 x L1no 5 x L1no 6) + L1no 3. ...................................... NOTE, Th. value. of Ihe fund. which cr.ol. th. aboy. fulur. Inl.r..t. mU'1 b. r.parl.J a. part of th. E.lal. An.I., L1n. 1 Ihraugh lIn. 7. Th. R..ultlng LIf./Annulty Inler..I(.1 .hould b. r.porlod 01 tho approprialo tax ral. on line. 13, IS, 16 and 17 as required. I IlEV.I649 EX. (1195) * SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE ca- ~ntC1l"",,'I1.~>>M ...-n,tlGfAl..-naH -"""""" ESfATIIO' FUeNwn"" 21-95-0581 EDWARD J. SIOOLOWSKI pART A: EnIa' IhI daaipll... and val.. .fall \nl....... bolh uxabt. and .........bl., rcpnlteu .nocau.... (net or dedulti...) wtdch to lhulcc:cdCnI'Uurvivin. II wiU. don orl~w. or othcrwil.. Oescri lion of items I Merrill Lynch Account 872-46185 2. smith Barney Account 724-19651-15 511 3. Metropolitan Life Insurance Co. - life insuranc policy 667222925-A (See statement attached) 4. Miscellaneous personal Effects ........... $125,704.65 154,297.11 8,776.56 No Value other items passing to surviving spouse by operation of law or otherwise which are nontaxable, such as entireties property, are not reported. PartATaCal: Enla'1hI_.how.",olhl l...tlli...sheclinlhlDecc4...lDro.....,loo- Election To Subject property To Tu Under Section 1113(A) As A Tll1ablc Transfer By Thll Decedent. If '\nlIlOfsimilarlfTUl&Cl1l"l'_IhIf<ClU_orSe<ll"'IIIJ(A~and: L Tho tNIt Of slmIbr srraocemcn' is lisUd... Schedul. 0, end b. Tho...... oI'lhI \nlIl Of almilu __is """"" In ",,"I. Of in part II on........ s<hcdut. o. \hcIl1hI tnnal'-" penonal...,,-aUw""Y speclIlcally Idcnli\'y IhI Il\IIl (.11 Of' fradlonal poctI... Of pcreroUp) 10 be Included in IhI .Icell....., haw IUCh Il\IIl Of similar I""I*'Y tnaIO<I "' taUbto...".r.. In 1hIo-. If leu \hall IhI ..... volu. or IhI \nlIl Of olmilat I""I*'Y is included "' uxabIe 1nl'Ofer... Sche<lile O,IhI penonal ~w ohalt be coooldcred.., have made IhI .Iedl... ooIy II \0. (ndlllll or IhI \nlIl Of oImiIu """........ The __ oI'lhIo (ndl...is equal \0 IhI _ orlhl \nlIl Of olmilu """pmmlinctuded "' taUbt...... ...lkhedut. o. Tho oJeoomlnaIor is equal \0 1ho IoIaI volu. oClhI Il\IIl Of almilu """s- nECl'ION. Do,.... oIod .......1le<lIoo 1\13(A) \0 1...1 ........... .......r.. In thIo ...... oD.r a portloo.r.I....I.rolmllar .....10_1 ~ for 1M 1O&t.... ofthll4tcrdmt'.InlI"TiYlnI [DNO D Notet Utht dtcdon .ppUn to more'hut one tnllt or atmllar a Part B: EnIa' IhI daaipll... and volu. ohlllnlcresu. bolh taUbt. end ........bl.. rcaudleu orlocaU.... (net.r dcducll...) whkh lotM dcccdm\'llUrvivinl' rorwh1ch& Sedion 2113 (A) election it bcLngmade. Oescri lion of items I Items 1, 2 and 3 described in Part A above pass to Residury Trust Under Will of Edward J. Siodlowski dted December 28, 1994 (copy attache James E. Siodlowski and Robert J. Siodlowski, Trustees, and are the sole assets of the trust vu ........... 1, $288,778.32 partOTaCal , ,. o MetLIt1t Metropolll&n urelnsUlance Company P. O. BOX 316 . WARWICK, RI 1)2886"0316 . Notice of Claim Payment .- ".;;.... I Br/DIII I Alfn" Dalt of NoU.. 09/12/95 I EDWARD J PNC IIANK ""r.EIVED SfP I 9 '995 '''.r SOP", NAME OF DECEASED SIODLOWSKI OATE OF DEATH 07126/95 R C KRAMER, VP , TRUST OFFICER PNC BANK N A POBOX 308 CAMPHILL PA 17001-0308 Pleue See Importa.' Notice O. Revene Side Policy Number Codes Refer to Nessa Deiow. Ill... Payable Polley Amount . One. Year Term IlISIIrance AddlUonallnsurance Dividends WltIt Interest Dividend 10 PolicyhOlder Terminal Dividend Prllmllllllln Advance Interest on Qa1m This clalm has been approvecUor lhe lolalof lhe amounts appearing In lhe hoxes below. Items determining lhese amDunla afe IIsled.to the lefL 1_IIoWIO..._..- 667222828 A A . 8000.00 328B.73 12B.84 238.00 76.46 47.63 1............-......... DCUOIII Prllmlum In AfIllIlI ' Loan Loan Interest , <9l~II'~or.,1Ia1aIIce,D.~ ~" ,,~...,.~..i'~.l."!;"r<l,,:',;:-L~~~.... ~'!' ;;i...}(~' it.-:,~ """.;;. l:;"l:;"~J ~,,'e..',t..;8716'; ~6.)~: ~"f,l!'~'r~' ,:, .'" ~.. . '<~,;." f:d-:\;i;.k:;:,.;~.;t:;:'>.A'I" '(::-;?<~> ~.r;:: ..a.l","... ~fltil"".;,I;,~t~~......u~t+i~ TOTAL 8776.86 A. OUIl CHICK FOil THIIALANCI DUIII ATTACHID IILOW. 1.1Ir.(I")Pna~"UU. llT1Il>lIT.....u.,) Detaeb sl.b before cashlD' I L I I LAST WILL AND TESTAMENT OF EDWARD J. SIODLOWSKI I, EDWARD J. SIODLOWSKI, now of Hampden Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and hereby revoke all prior Wills and Codicils made by me. ITEM I. I direct that all of my just debts and funeral expenses, including the cost of my gravem~rker, if any, shall be paid from my residuary estate as soon as practical after my decease as a part of the administrative expenses of my estate. ITEM II. I give all of my articles of personal or household use, including automobiles and all insurance thereon, to my wife, AGNES G. SIODLOWSKI, provided she shall have survived me by thirty (30) days. Should my wife predecease me or die on or before the thirtieth (30th) day following my death, I give all of such property and insurance to those designated in the Memorandum attached hereto, and in the absence of such Memorandum or to the extent it does not dispose of all of my such property, to those of my children who sO,survive me to be divided between them as they agree. ITEM III. and at my death our me, but in a manner to her by operation home to her. If my wife, AGNES G. SIODLOWSKI, survives me usual home is owned by me or by my wife and which would not result in passage of full title of law, I devise my entire interest in said ITEM IV. If my wife, AGNES G. SIODLOWSKI, survives me, I give and devise all of the rest, residue and remainder of my estate of every nature and wherever situate unto my sons, JAMES E. SIODLOWSKI and ROBERT J. SIODLOWSKI (hereinafter collectively referred to as "Trustee"), who shall hold such property, together with any other funds which may be added to the trust from any other source (all 41.LJ;"uJ;. E ward J Siod10wski of such property being hereinafter referred to as "Principal"), In Trust, to be invested, administered and distributed by them as follows: A. Trustee shall pay the net income thereof to or for the benefit of my wife, AGNES G. SIODLOWSKI, for and during her natural lifetime, no less often than quarterly, as Trustee may determine. B. Trustee shall payor apply on my wife's behalf so much and only so much of the principal of the trust as is necessary, in my Trustee's judgment, to provide her with those benefits and services, and only those benefits and services, that are not or may not otherwise be available to her from other sources, including federal, state or county public assistance benefits, as or when needed for her care, welfare and maintenance. without expanding or limiting the discretion of my Trustee to take whatever actions Trustee may consider necessary for my wife's welfare, in accordance with the trust purposes, I state my desire that the trust be used in ways that will best enable her to lead as normal, comfortable, dignified and fulfilling a life as possible. c. Upon the death of my wife, the then remaining principal of this trust and any undistributed income thereof shall be paid in equal shares, share and share alike, unto my sons, JAMES E. SIODLOWSKI and ROBERT J. SIODLOWSKI, or their issue, per stirpes. Should either of my sons predecease me or die without issue surviving, the share of such son shall be distributed to my other son, or his issue, per stirpes, as the case may be. ITEM V. If any income or principal shall be payable to any person who shall be minor or who shall be incapacitated for any reason, my personal representative, as trustee, shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person during minority or incapacity, without the appointment of any guardian i:JlIN A '~l ;J}),...H ~~ Edward . Siodlowski - 2 - or committee or any authority of court, and shall be entitled to make direct application hereunder or to make application by payment thereof to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfer~ to Minors Act. Any remaining income and principal to which such person shall be entitled shall be paid and distributed to such person upon the termination of minority or incapacity. ITEM VI. I appoint my sons, JAMES E. SIODLOWSKI and ROBERT J. SIODLOWSKI, Co-E~ecutors, or the survivor Executor, of this my Last Will and Testament. No bond shall be required by my personal representative(s) in any jurisdiction. ITEM VII. In addition to the powers given by law to my personal representative(s) and trustee(s) [hereinafter fiduciaries] in the administration of my estate and of the trust(s) created herein, they shall have the following discretionary powers applicable to all real and personal property held by them, including property held for minors, effective without court order until actual distribution. A. To retain any property owned by me at my death and to invest any funds held by them in any stocks, bonds, notes or other securities or property, real or personal, including common trust funds, mutual funds and money market deposit accounts operated or offered by my corporate trustee, if any, or any affiliate of it. B. To sellar otherwise dispose of any property, real at any time forming a part of my estate or the Trust cash or upon credit, in such manner and on such terms fit, and no one dealing with the fiduciaries shall see to the application of any monies paid. or personal, estate, for as they see be bound to C. To manage, operate, repair, improve, mortgage or lease for any term any real estate at any time held or owned by them as fiduciaries. azJ~ L'JP~h.~L 'Edward J. iodlowski - 3 - o. To hold investments in the name of a nominee and exercise and dispose of warrants. E. To engage in litigation and compromise, arbitrate or abandon claims and property. F. To conduct any business in which I am engaged or in which I have an interest at the time of my death, for such period as the fiduciaries deem advisable, with the power to borrow money and to pledge the assets of the business and do all other acts, which I, in my lifetime, could have done, or to delegate such powers to a partner, manager or empluyee, without liability for any loss occurring therein. G. To allocate items of receipt or disbursement between principal and income as the fiduciaries deem equitable regardless of the character given such items by lawl to distribute in cash or kind or partly in each at valuations fixed by the fiduciaries. H. To borrow money, including the right to borrow from any corporate trustee, if any, and to mortgage or pledge as security or to hold its own stock if a corporate trustee. I. plan or other discretionary To join in any merger, reorganization, voting-trust concerted action of security holders, and to delegate duties with respect thereto. J. Should the principal of any trust herein provided for be or become too small in trustee's opinion so as to make establishment or continuance of the trust inadvisable, my trustee(s) may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportion they are then entitled to income. Upon such termination, the rights of all beneficiary(ies) who might otherwise have an interest as succeeding income beneficiary(ies) or in remainder shall cease. K. In general, to exercise all powers in the management of the assets of my estate or the Trust estate which any individual '~~~:'s~ - 4 - could ex.!rcise in the management of similar property owned in his own right, upon such terms and conditions as the fiduciaries may deem best, and to execute and deliver all instruments and to do all acts which the fiduciaries may deem necessary or proper to carry out the purposes of this will or the Trustes) created herein. L. To apply income or principal to which any beneficiary is entitled, directly for his or her comfort, maintenance and support, should the fiduciaries deem such beneficiary incapable of receiving the same by reason of age, illness, infirmity or incapacity, or to pay the same to such pe~son or persons as the fiduciaries select to disburse it, whose receipt shall be a complete acquittance therefore without the intervention of any guardian. M. To assume continuance of the status of any beneficiary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumptions. N. All principal and income shall, until actual distribution to any beneficiary, be free of the debts, contracts, alienations and anticipations of any beneficiary, and the same may not be liable for any levy, attachment, execution or sequestration while in the hands of any fiduciaries. seal this IN WI~SS WHERE~I have hereunto ;) If day of 0 rO - J ~- set my hand , 1994. and ritdJ l,jJJJ'uI~ - Edward . -'Siodlowski The preceding instrument, consisting of this and four other typewritten pages, identified by the signature of the testator, was on the day and date thereof signed, published and declared by Edward J. Siodlowski, the testator therein named, as and for his last Will, in the presence of us, who, at his request, in his presence and in the presence of each other, subscribed our names as witnesses hereto. a.~ S~~(j'......,+Ifj'--,-~? ~~~~t~ 5 ~:';;'ldltP-/-;4/~ ! I LAW OffiCES PLACEY & WRIGHT '200 NOR'H 1HIRD S1REET POS1 OFFICE 10)( 99 II^RRIS8URU.I'I!NNSYI.V^NI^ 17108.0099 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE, PA 17013 .:' ." , . i I Y' '. t';' I' I., t . .f ... --...... 1 - ","'-'--"d ".-.....-..- C. - ~v;t. Too I" . . .- ~ --. ..... . - -. -- - ...-...... .....-- - ~-..... . . .~. ~ . f:i;c.~",...-..,,,,_,.,,~,,,__, LAW OFACE8 PI.,\CHY & "'HIGHT lIpril 17, 1996 Chery 1, ... Per your telephone advice of today, enclose please find our office check in the amount of $50.00 to cover the $15.00 filing fee for the inheritance tax return and a $35.00 additional probate charge for the Estate of Edward J. Siodlowski, File No. 21-95-58 Thank you. " I ,. i ! . \ II ... 232 N SECOND STREET. PO, BOll: (XI HARRISBURG, PA 17108 711f23tUJ,71 " I I i ':'; .. .....~.._-."...,___..__..._, ..r . \ .. . .f'", ' , /. . '"' j. ~ " . / ~ , ,.' , , 'l~'. .' ~ ''':J ~.:. ..... t.. · )- . '. .. ~ - v' '. .... ~." of_. r .. \ .1 . ,..\ . j .'1 .~.; .~j\ , "', ' . .... ,.. .... t . -I,,, _I ! , J " . , ,.., '. , w: . ., J r' ., \. -. tl;' ", t . . .{ ..-- . Ji~' "--; ,,-.:~.;JJ to. -~r --:.:.., I .1 I ...... .., .~. -- ~..... 'K -.'Co "" ~._"_n_._ __ ..,_.__ .o._._._. ~ r.....:.r - \. ..,' -. 4-........ .... - . ::,;-.- - --~ -- ._-~. RECEIVED FROM, & ACN ASSESSMENT P:I CONTROL ... NUMBER AMOUNT PLACEY RICHARD L ESQ 2S2 NORTH SECOND ST 101 ''',4'7.''9 ... " HARRISBURG, PA 17108 '0I0H,., 21-1995-0581 SSN !t NAM Of DECEDENT lAST) (fiRST) ~ SIODLOWSKI EDWARD J II 0 ~YMENT II POSTMARK 114TE COUNTY 158-12-0669 Mil . CUMBERLAND DATE Of DEATH REMARKS JAMES E 8IODLOWBKI C/O RICHARD L PLACEY ESQ CHECK" 1012 II TOTAL AMOUNT PAID $8,497.89 CW SEAL REGISTER OF WILLS RECEIVED BY '.",' i ' '''ONNUl'; , MARY C. LEWIS ..c::.' /; REGISTER OF WILLS ,'.-,.' I / -.,-",-~ _.- - -- - - - - - ___~..--:7'::..__ - --r - ~ -."-'- . u, r. \ I 1 . - "It, ... '.\ . ~.. .. . . , " OIl:' ,..~ . ./ I " ., f>' \. ~, t .( -:;:-- ----..' -~. . --"....h.JI 4.. _ ,1, , ...-. 11: - ,-.,-.- , .....~.. ! I \ V' l/'l _ 1'/ (J__ / :) REV-1547 EX AFP 112-95* CO""OHW[AlTII OF PENNSYLVANIA DEPARTHENT Of REYENUE BUREAU OF INDIVIDUAL lUES . . OEPl. 280601 1I1RRISIlURO, PA 1712a-0601 -= ESTATEOl' SIODlO~~I 'Eiiimfo DATE OF DEATH 07-26-95 ACN 101 NOTICE OF INHERITANCE TAM APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE 08-26-96 FILE NO. COUNTY CUMBERLAND NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT TIlE UPPER PORTION OF THIS FORH WITH YOUR TAM PAYHENT TO TIlE REGISTER OF WILLS. HAKE CIIECM PAYABLE TO "REGISTER OF WILLS. AGENT" REMIT PAYMENT TO: RICHARD l 200 N 3RD PO BOX 99 HBG PlACEV ESQ ST REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 PA 17108 AMount Re.itt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiEV:is4"i"Ex-iij:ij-ii:i:9i;"j-iiiii"icE--oi'-YNHEiiii'AiicE-i"Ax-iippiiiiisEif€ii;--,--iii.i."liwANCE-iiFi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SIODlOWSKI EDWARD J FILE NO. 21 95-0581 ACN 101 DATE 08-26-96 TAM RETURN WAS, 'XI ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..I Ed.t. (Schedule AI III 2. Stock. and Bond. (Schedul. 81 (2) 3. Clo..ly Held Stock/P.~tn.r.hlp Int.r.at (Sch.dule C) {51 4. Hartg_g../Not.. Receivabl. (Schedule OJ C~) 5. C..h/Bank Depollta/Hllc. P.rlonal Property (Schedul. E) IS) 6. Jointly Owned Property (Schedule FJ 161 7. Transfara CSchadul. GI (7) 8. Tot.l Au.t. .00 280,001.76 .00 .00 .00 .00 .00 IS) 2BO.001. 76 APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Fun.r.l Ewpan.../Ad.. Coata/Hi.c. EkP.n.a. ISchadul. H) (9) 10. Dabts/Hortgag. Li.biliti../Lhn. ISch.dul. IJ nO) .00 11. Tot.l Deduction. ell J 12. Nat V.lue of T.k Return Cl2J 13. Charit.bl./Gov.rn.ent.l Oequ..t. CSchadul. J) C131 14. N.t V.lue of Est.t. Subjact to T.x el4) NOTE: 11 an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will re1lect 1igures that include tho total 01 ALL returns assessed to data. ASSESSMENT OF TAX: 15. A.aunt of Lin. 14 at Spou..l rat. 1151 16. A.ount of Line 14 takable .t Lin..l/Cl... A rat. 11&) 17. AMount of Lin. 14 t.kabla .t Coll.t.ral/CI... Brat. 1171 18. Principal TaM Dua 14.002.23 14.nn:> :>3 265.999.53 .00 265.999.53 124.368.08 141.631.45 .00 M .00, X .06, M .15, ns) .00 8,497.89 .00 8.497.89 TAX CREDITS I PAYHENT DATE 04-16-96 RECEIPT NUHBER AA1l2739 DISCOUNT It) INTEREST 1-) AHOUNT PAID .00 8.497.89 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 8.497.89 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A !'CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.l "" r~ ...., '<5 .. :!n. U> ,.- ~ , ~ ~ (.i , li C.' W, ...~ ".JC.I.: .jj a:: U RE5EAVATJOHI E.'at" 0' dlcld.nt. dvlng on ari blfor, Ulc'.b,r 12, 19.' -- If any fUlur. Intlr.,. In thl "'at. J. tran.fattad In po.....lon or InJov..nt to CI... I (colle"t.l) bln'flcA.rl.. of t~. dlc.d.nt .,t,t the IMplratlon 0' any ..tat. 'or III. or for y..r., thl co..onw'llth hareby '.pr..,ly t".tv.. thl right to appral.. and ...... tran".r Inherltanca Ta.I' .t the lawful Cia.. a (colla'ara.) rat. on any luch future Inter..t. PURPOSE OF HDlItE, To fulfill thl r.qulr....nh of 5.cUo" 2.o\D 0' the Inharltanu and E.lat, Ta. Act, Act ZZ of 1991. 72 P.S. s.ctlon 2140. PA\'K[HT, Detach thl top portion o( thl, Notlel and .Ubalt with Your paY"nt to Ihl RIgII'.r 0' Will, printed on the r.v.r.. .Ida, --"aka chIck or .on.y order payabl. tOI REGISTER OF HILLS, ACENT All paY..nh r.celv.d .hall flr.t b. aPPU.d to any Int.r... which .ay b. due with any n.alnd.r apPU.d to tha ta.. REFUND (CAl, Ar.fund of a ta. credit, which wa. not requ..ted on the Taw Return, .ay b. reque.ted by coapl.tlno an "Application for A.fund of P.nn..,I"anl. Inh.rltance .nd Estat. ra." CRE\I~1313), Application. .r. avallabl. et the Office 0' the Aaglst.r of Willi, any of the 23 Rev.nu. District Offlc.., or by caUlng the .pael.1 2'~hour enswerlng ..rvlc. nuab.r, 'or f~re' orderlngl In PannsYlv.nla l~aOO~362-20S0, out.lda Penn.Ylvanla and withIn local U.rr"burg .r.. (717) 737-80", 'DOl (J17l nZ-US2 (;f..rlnll I.palred Only). OBJECTIONS. Any p.rtv In Interelt not ..thUed with tha .ppr......nt, allowanc. or dlsaUowanclI 01 d.ductlons, or .....s.ant 01 ta. (InclUding discount or Inter..t) .. shown on thh Notlc. IN,t object within alxty (60) d.lIS of receipt 01 thl. Notice bYI AD"IN IS'AATtIlE CORRECTJONS. "wrlthn prot.st to the PA D.part..nt 01 R.venu., Bo.rd of Appeah, D.pt, 231021. lIarrhburll, PA 17lza~1Dl1, OR ~-.lect1on to h.ve the ..UIt det.relned at .udlt 01 the account of the per.on.1 r.pr..enhtlv., OR ~-app..1 to the Orphan.' Court, !!!! Jnt.r.st R.t. D.lIy Int.r..t "'.ctor :!!!r Int.r..t Rate Dally Int.rut factor 1982 ZD~ ,ODDS'" 19a7 .~ .0002'1 un 16:< ,000'38 19aa-I991 H;( ,000301 198' 11:< .000301 1992 .~ ,0002'7 1985 U~ .000356 1991~19" '" .000192 1986 1'~ ,OOO27~ 1995-1996 .~ ,000247 .-Int.,...t .. c.h:ulated .. follow81 . DISCOUNT I F.ctual .rro,.. dhcov.r.d on thh ........nt .hould be .dd,.....d In w,.ltlng tOI PA Deps,.t.ent of Revenue, 8ur.au 0' Individual T...., ATTNI Polt A.......nt Revl.w Unit, Dept, 280601, fl.rrhburg, PA 17128-0601 Phone e717J 737-6505, 5.. p.g. 3 01 the bookl.t "Instruction. for Inha,.lt.nca raw R.turn fa,. . R..ld.nt D.cad.nt" CREY-150Il for an a.Planatlon of ad.lnlstr.tlV.ly corr.ctable 'trore. If Iny tax due II paid within th,... elJ CIJ.nd.,. .onth. aft.r the deud.nt', d..th, a Itve pareant eS;() dllcount of tha ta. p.ld .. allowad, PENALlYI lha 15:< ta. ..n..ty non-p.rtlclp.tlon p.nalty I, co.put.d on the total 01 the ta. and Int.t..t ....ss.d, .nd not Plld b.fora J.nulry 18, 1996, the fJr.t d.y .ftar the .nd of the t.. ..nlsty p.rlod. Thl. non"pa,.tJclp.tlon pan.lty I. IPP.al.bl. Jn the .... .annat and In tha tha sa.. tl.. r.rlad ,. YOU would ,ppaal the tl. and Int.t..t thlt h.. been .....s.d a. Indlcat.d an thl. notlc.. INTERESTr Int.r..t I. ch.rg.d boglnnlng with II,.at d.y 01 dllinqu.ncy, or. nln. C9J lonth. and on. (1) d,y ,,.0. the dlt. of d..th, to Ih. dati of p.y.ant, ra... which bac... d.lInqulnt b"or. Janu.,.y I, 19az ba.r Inta,...t at the r.t. of aa. C6;() parc.nt p.r annUlI calculated at a d.lh rata of ,000164, AU I.... which bec..a d.llnqu.nt on .nd .fter Januery 1, 198Z will b..r Int.r.at .t a r.tl which will v.ry fro. c'l.na.r y.ar 10 cal.nd.r ye.r with thlt rete announc.d by Ih. PA D.part.enl of Rev.nu., Tha .ppllc.bl. Int.r..t rat.. fa,. 1982 Ihrough 1996 ar.r INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notlcl 1..Uld alt.r the Ie. ~eca.aa d.llnquant will r.fllct .n Int.rast calculation 10 IIIt..n CIS) daya beYond the d.t. of the ........nt. II pay.ant I. ..d. .ft.r tha Int.rast cO'pulallon data .hown on thl Hatlce, additional Int.ra.t .uat ba calculatad,