HomeMy WebLinkAbout97-00533
lfltit~t !lill crn.b @~,~t~t1n:cnt
OF
LADISLAIIS FILIPKOWSKI
a/k/a
WALTER FILIPKOWSKI
I, LADISLAUSFILIPKOWSKI a/k/a WALTER FILIPKOWSKI, of.
291 Crain's Gap Road, Carll.sle, Cumberland County, Pennsylvania,
declare this to be my Last WIll and Testament, hereby revoking
all prior Wills and Codicils.
;]:.T~M ..1., .I direct that all expenses of my last illness
and funeral be paid from my estate as soon as practicable after
my death.
ITEJ'LTLc .I give, devi.se and bequeath my tools, jewelry
and automobiles to WILLIAM PYZIKIEWCIZ.
I'1'.~.!'!..._;]:IJ. .I give, devise and bequeath my home located
at 291 Crain's Gap Road, Carlisle, Cumberland County,
Pennsylvania, to WILLIAM PYZIKIEWICZ and MARYANN P. MARISICO, as
joint tenants with rights of survivorship.
;]:'1'I';I"-JY. I give, devise and bequeath all the rest,
residue and remainder of my estate in any manner and wherever
situate in the following shares:
a. 45 per cent to MARYANN P. MARSICO and her issue
per stirpes;
b. 45 per cent to WILLIAM PYZIKIEWICZ and his issue
~
.'
SUPPLf}1\lNTAL
CERTIFICATION OF NOTICE UNDER RULE 5,6{a)
Name of Decedent I
Ladis1aus Fi1iokowsk1
Date of Death, .June 5. t997
Will No.
00533-1997
Adm in, No. PA 2197-0533
To the Registera
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' ~ourt Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
Julv 1. 1998 I
Name
-
AddreSS
~slaw Filipkowski. 248 Gay Court, Glenville, II.. 60425
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except inll none.
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Name John R. Beinlu\ur. Esquire
Address 4650 Fritchey Street
H8rrisburg~ ,PI 17109
Telephone (7171 651-9100
Datel Julv 1. 1998
Capacity:
Personal Representative
Counsel for personal
representative
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"...,.MOlXfjtl'l ~
Cot.lMotl~BYlVANIA
m:p"n.tiENT Of REVENU(
Ill.flT_ 280601
Illl
/ ~<,-,. f S'?- ).
REV-1500
INHERITANCE TAX RETURN
RESInENT DECEDENT
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(If APPlICAlll.EI SURVlVlNO SPOUSE'Sf.w..E llktl"T, FlR8l,N<<JUlOOlE 1Mlw'\ socw. SfClJIllY tuAeER
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THI RETURIl MUtT IE fUD III DUPllCATI WIIH THE .
REGISTER OF WILLS
1!11.0IIgInaIR.tum 02 Supp!emenlalRatum 0 3R....InderR.tuml..<<_....II.Il.~
o 4. LIOIIed Ellal. 0 4a. Future In"""IComprom..t.."''''''....U.\H11 0 5. FedetalElteteTax RItum Requktd
~ 6. o.eed.nl Died T..lal'I"'" "" "''''1 0 7. Decodenl Melnlalned a L~llng Trust I....' "" '" IMII Q.. 6. TolIl Number of Saf8 Depos" Box..
09. LltigallonProceeds RecelYed 010.SpousaIP...rtyCred"I....<<""'_nll.II..llnH\.I!} 0 11. Etection 10 till undetSec. 9113{AI(AlIMIdlO}
THI SECTION MUST BI! COMPLETED. ALL CO E ENeE AND OHFIDI!NTIAL TAX INFORMATION SHOULD BI! DlIIECTltl TO:
N.!MIi CCV\E'TE WiUNO ADORESS
,John R. 1Jc1.nhaur I Esq.
4650 Frj Ichey Slr'eel
F~~:~I CurciJlo HarrJBhurg, PA 17109
TELEPHONe NlNBER
1. Reel E.llt. (Sdledule AI (1) 2 5, 00 -(,rr;(I-,~i -r;,~E Nii.'(
1 0.0 0
2 SlJCI.Iand Bond'ISdledulll B) (2)
3. CIoee~ Held CotpOIIllon,P'rlnellhlp or Sote-Prop!Ietorshlp (3)
4. Mo~II\I" & Notes Receivable (Sdledule D) 14)
5. Cw.. Bank Deposita & Mlsalllllneou. P.""""I Property (5) 6 , 7 1 4 . 2 2
Z (Sdledule E)
0 6. Joint; Owned Property (Sdledute F) (6) I
5 ' . I
I
7. Inter.VIvoa TroMf811 & Mlsallleneoos Non.Probete Property (7) L_....
~ (Sdledute G or L) -~-,_._....._,._. .~
8. To1IlO.oaa A...II (1oIa1 Lines 1.7) (6) , 1 l' ., 4 '. 2
~ 3 1 2
9. Funetlll e,penses & Admlnlal18l1ve CoolS (Sd1edule H) (9) 2 o , 0 0 9' 7 3
~ 10. Debts of Decedent ~II\I' Llebllllleo, & Liens (S<.Iledula I) (10) 5 9 , 5 6 2 . 2 0
11. TOlII Oeducllona (Iolal Linea 9 & 10) (11) 7 9 , 5 7 ] . 9 3
12. NalValutoleala1l (Line 6 minus Line 11) (12) 5 2 I 1 Ij 2 . 2 9
13. Charllable and Govemmenlll BequestslSec9113 TruslSfotwh~.n alectlonto till has not been 113)
mode (Sdledule J)
14. Nal Valut Subject to Tax (Lln.12 minus Line 13) 114) I 5 2 , 1 4 2 . 2 9
15. AlOOUnl of"ne 14lax1b1e
~ alll1elflOUSll till rete , I , .0 115)
Sea InsIrUdlons on _... aide fot aJltlllCeble pen:enlage
16. AlOOUnlofUne 14lax1b1e
~I al6%rell , .06 (16)
17. Amount 01 line 14laxable 5 2 I 1 4 2. 2 9 7, B 2 1 3 4
at15%roll , .15 117)
18. Tax Du. (18) 7 I 8 2 1 3 4
19.
llrJ vc. liard shurr, I PA 17110
DATE
,!>II ! (7U
DATE
J>..! I /00
ADDRESS
4650 Fr:l Icll0.Y Stn~el Hard Ahurr" PA 17109
- -\ "" ..... ..~ '" "..- ...
~D.!~nt'a ,Co_mpl!'~~~.!l_~ro.,-~____.
. S~EI~:.^.IlOR[9R 2(~~_~;rllll\(' <:111' 1~()~~~. .
~\I Cnrlifllp' '---""-~<<<'~=:1ST^ir[ifi-""
~---
]ZIP 1701:\
Tax Paymontl and Credits:
1. Tax Due (pago 1 L1no 1(1)
2, Credlts/Paymonls
A, Spousal Povarty GlOcliI
S, Prior paymonts
C. Dlscounl
(II . 7, B? 1 .14
().(Xl
O. ()O -----
0.00 -
Talat Credlls (A .11. C I (2)
0.00
3,
InteresUPenally If applicable
D,lnteresl
E. Penally
_L'i06.~~ (f\/tW10)
_ 0.)
(3) j , 'i06.44
T otallntereaUPenally ( D + E )
4, If line 21s greater than line 1 + line 3, enler the difference. This Is Ihe OVERPAYMENT,
Check box on pag.1 Lln.18 to requntl refund
~. If line 1 . line 31s greater than line 2, enler the difference. This Is the TAX DUE.
A, Enter the Interest on the tax due,
7.fl21.34
1,506.44
PLEASE ANSWER THE FOLLOWltlG QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedent make a tranlfer and: YII
a. retain the ule or Income of the property tranlferred: ".""".""".""."""."",,,.,,.,,,,.,,,,,,,,,,.,,,,.0
b. retain the right to dellgnate who Ihalf uee the property traneferredpr Itelncome; """".""." 0
c. reteln a reverllonary Interllt; or""""".""".""".".""'"'''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 0
d. receive the promlte for life of either peymente, benoflts or care? "."".".""".".""",,"""""" 0
2, If d~ath occurred on or before December 12, 1982, did decedent within two years
preceding death tranefar property without receiving adequate conalderatlon? If death occurred
efler December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consldaratlon? "",,,...,,,,,,,,,,,,,,.,,,,,,.,,,,,,,,,.,,,,,....,,.,,,,..,,,,.,'''''''',,.....",..."",..0
3. Old decedent own an "In trust for' or payabla upon death bank account or security
at his or her death? "",.."..""".""."..."",,,.,,,,,,,,...,,...,,",,.,,"',,.....,..."",."..,.......""""""..".,......, 0
4. Old decedent own an Individual retirement account, annuity, or other non-probate property?"" 0
No
[]
[]
[]
[]
[]
8
12 P ,s. S9116 (a) (1, I) (I) provided for the reduction of the tax rate Imposed on the net value of trensfers to or for the ute of the
IUNlvlng ,poule fr,om 6% to 3% for datea of death on or after July I, 1994 and before January I. 1995.
72 P.S. S9116 (a) (1,1) (11) provided for the reduction olthe ratlllmposed on the net value olttansfers to or for the use olthe aUNlvlng
spoule from 3% to 0% for dates of death on or after January 1, 1995, The statute does not e~ a transfer to a sUNlvlng apouse
from tax, and the statutory requirements for disclosure of assets and filing a tax return are stili applicable even If the sUNlvlng lpouse
Is the only beneflclary.
tF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS VES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
FOR DATES OF DEATH ON OR AFTER JANUARY 1,1995. Please answer the following question by placing an 'x'ln the
appropriate Ipace.
Old the decedent crute e truat or elmller errengement which II lolely for the .urvtvlng IpOUII'. benent for hi. or her entire
lifetime? Yea 0 No @
If you answered yes to the above question, the tax on the trust or similar arrangement Is postponed until the death of the second
spouse, at which time It will be fully taxable at the rate(s} applicable to the remainder beneficlary(les), Enter the value of the trust on
Schedule J. Part II, In order to remove It from the calculation of the tax due In this estate. Vou may wish to fill) Schedule 0 In order to
make the election available under Section 9113. If the election Is made. the trust or similar arrangement la taxed In the eatate of the
first decedent spouse. the portion of the trust or similar arrangement which benefits the sUNll/lng spoute la taxed at the zero tex rate,
and the remainder Is taxed at thll rate(s) applicable to the remainder beneflclary(les). If you choose to make the election, you must
attach Schedule 0 to a timely-flied tax return, along with Schedule(s) K and/or M in order to show the apportionment of the trust or
slmller errangement between the sUNlvlng spouse and the ramalnder beneflclary(les).
,tv,,,,::,,,,,*
COMMONWU^llH 01 PHlNtiYl vmA
lNtmRlfAtKt fAK IiUllflll
}[' HI
SCHEDULE A
REAL EST ATE
FILE NUMBER
LADTH!.^lIR, F] I~] PKOWRK] 2] -97-00S:13
_ AII...I p,optlly ownod"..itlyo;llIiIilloTincommo'-miili iiIi'i.jloii.d .1 !aii';';arkii,.""-Fiiii"maikO,,,"" is doOnod ",iiiOii,iOOiiiWiliCiiPrOp"ty woUldliOiiiCiiRf\Ilor
betweeo R willlf\ll buyo' olld 1I wlllinll ,"I~', 1I0,'hor bCillll compeU',,' 10 hUY of '011. bo'h havlnllleo.onAblo Inuwlodg" 01 'ho "Ioyon, loclA Rill p,.ptlly wIll.h I. jolntly.own.d wtth rlghl 01
...!I!!:Y.~~~hID m I ~~~~It F" __."~____'---'-' -_.~.--_.__._..__._- "--YI\LUEI\T"DATE
NUMBER DESCRIPTION OF DEATH
1
-
-
E8TATE OF
.__~~_"__~~----_..~.._u----
12 S, 000, 00
291 Craine Gap Rood
Carl i sIc, PA 170]:\
Joint tenant Thaddeus Filipkowski died October 10,1987
LadislauB (Walter) Fill.pkowski then owed PA
inheritance tax- see Schedule I
Sales of property to pay estate debts. HUD-l attached.
t.
TOTAL (Also eoler 00 line 1, Recapitulallon)
(If more space Is needed, Insert additional sheets of the same size)
$125,000.00
--
lOlAL(AISOen\eronllne5,Reca~I\Ula\lon) $ 6.714. 22
,(11 more s~ace Is needed, Insert adlIlilonalshee\S 01 the same size)
....,..,,''''''.
C~~L1f1 Of rENNSllV~NI~
INHERll~NCf l~X RElURN
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERlY
fiLE NUMBER
21-97-00'i:l3
. -....--'
_,,_'_"'H~"_--"""'.""'-"'''''''--'''''''''''''''''
"" - -- -,~.."","
"""" "",''''''' ,,"""
-- .--
1. Be. personal property
2 . oo"kl", ""'""' - He< d' ,,, i",' Boo' ' ,182. B9
LADISLAUS, Fl1.IPKOWSKJ
-
--
!STAte OF
16.45
Refund- USA Waste of S. central PA
14.88
3.
4.
Refund - PP&!,
i'
-
COMMONWEA\.IH Of PENN9Y\.V^NIA
INilEHI1ANCE lAX RF.ll1H~1
_HfSii:lENT OEC~Dtt!.1_~...
EST~TE Of
LADISLAUS FILIPKOWSKI
MV_'SlIti.(l.'t
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
fiLE NUMBER
2l~97-00533
--
...---..-----..--
----
Include unrelmburlld medlcel expenets,
--n'EM - ..
NUMBE R
1.
AMOUNT
40,162.68
DESCRIPTION
Dept. of Public Welfute Claim
RE: Walter Filipkowski
CISI/: 980132610
Co/Rec: 22/0207509
Class 3 claim: $13.512.31
Class 6 claim: $26,650.37
$40.162.68
2.
Manor Care
414.83
70.95
598.79
3.
Carll.sle Suburban Authority
4 .
PP&L
18,314.95
5 .
PA Inherl.tance Tax due from decendent from Estate
of Thaddeus Filipkowskl., date of death 10/10/1987
File No. 21-00-357, including tax, l.nterest and
penalty pal.d 4/28/00. Tax necessary to clean title
to Real Estate,
TOTAL (AlsOenler on line 10, Recapitulation) $ 59,562, 20
(If more space Is needed, Insert additional sheets of the same size)
.,__ -"f "......~,. 0' .....__;.
~
'''''''''''''''*
COMM0NW[A! Ifl OF PEHNSYI VANIA
IIIHFHIIANr,[ lAX HflURN
HE8\Of:JIf :~ 1
ESTATE OF
LADISLAUS FILIPKOWSKI
SCHEDULE J
BENEFICIARIES
FILE HUMBER
21-97-00533
RELATIONSHIP TO DECEDENT
~ Not Lilt Trultee(l)
-----.--.-
NUMBER
I.
NAME AND ADDRESS OF PERSON(SI RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal dlsl,ihutiono)
1.
William pyzikiewicz
2518 Tanz.a Court
HarriHburg, PA 17112
great-nephew
2
Maryann Marsico
4452 Augusta Drl.ve
Harrisburg, PA 17112
great-niece
3.
Boleslew Filipkowski
248 Gay Court
Glennville, IL 60425
brother
AMOUNT OR SHARE
OF ESTATE
toolSI jewelry,
auto, , interest
in real. estate,
1~5% of residual
~ interest in real
estate, 45% of
resl.c1ual
10% of residual
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON.TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
II,
1.
NONE
B, CHARIT ABLE AND GOVERNMENm DISTRIBUTIONS
1.
NONE
TOTAL OF PART II. 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)
.'
Register of Wills of rUMBERI,AND ( '.10' y, I"ennayl\ .lOia
CertH ir 'Ita of Grant of Latters Tostamentury
NO. 1997-00533 PA No. 2197-0533
ESTATE OF FILIPKOWSKI LADISLAUS
( LA~i'l', r 1l~::j'1', 1'111 UuLr.; )
a/k/a
Late of
E1}IPKOWSKI W~LTER
NORTH MIDDLETON TOWNSHIP
l:UM/jr.;KLANIJ l;UUN'l'Y,
,
WHEREAS, on
dated october
was admitted to
the 24th
25th 1991
probate as the last will of FILIPKOWSKI LADISLAUS
(tJtSTi r l.K::)'l', l"11 UU1..l~ J
Deceased
social security No. 080-32-5871-
day of June
19i1 an instrument
--
a/k/a FILIPKOWSKI WALTER
late of NORTH MIDDLETON TOWNSHIP CUMBERLAND county, who died on the
5th day of June 1997 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS ' Register of Wills in and for
the county of CUMBERLAND in the commonwealth of pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to THERESA PYZIKIEWICZ
who has duly qualified as. Executor(rixJL__
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 24th day of June 1997.
~4.~d2~M,P.1-
**NOTE*. ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
.
'illtt ';. t 11111 t \ nb (i1.cJ\'bJtltl~l\t.
.
OF
LADISLAUS FILIPKOWSKI
a/k/a
WALTER FILIPKOWSKI
I, LADISLAUS FILIPKOWSKI a/k/a WALTER FILIPKOWSKI, of
291 Crain's Gap Road, Carlisle, Cumberland county, Pennsylvania,
declare this to be my Last Will and Testament, hereby revoking
all prior Wills and Codicils.
ITEM I. I direct that all expenses of my last illness
and funeral be paid from my estate as soon as practicable after
my death.
ITEM II. I give, deviae and bequeath my tools, jewelry
and automobiles to WILLIAM PYZIKIEWCIZ.
ITEM III. I give, devise and bequeath my home located
at 291 crain's Gap Road, Carlisle, Cumberland county,
Pennsylvania, to WILLIAM PYZIKIEWICZ and MARYANN P. MARISICO, as
joint tenants with rights of survivorship.
ITEM IV. I give. devise and bequeath all the rest,
residue and remainder of my estate in any manner and wherever
situate in the following shares:
a. 45 per cent to MARYANN P. MARSICO and her issue
per stirpes;
b. 45 per cent to WILLIAM PYZIKIEWICZ and his issue
COMMONWIALTH OF PINNSVLVANIA
DIPARTMINT OF RIVINUE
IURFAU Of INDIVIDUAL TAMES
11<11101' II AMCE TAl( IIIVIr. f(JH
Iln', ,/loMI
tI'" ", lid\, I'll III ,01
NOHel' OFI~ltII:RlTANCE T^K
" ',lSIl"r:tn ~u.n' W OR DT!-iAU' /lHI .
Ill' 'Due '~ I II ^',_ I :';HE....., ('II -I"'~
'*
U. I~H U'" III ' I
THADDEUS
'"1
- ...
MAKI CHICK PAVABLI AND RIMIT PAVMINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINI ~ RITAIN LOWER PORTION FOR VOUR RECORDS ~
iiiY:iiiif-iX-APp-r1i:99Y-Ncificni;;-YIiHiiiifANci-TAitApjiRAIsEMiNT-.--Ai.i."oiiANci-oli------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESIMENT OF TAX
ESTATE OF FILIPKOWSKI THADDEUS FIl.E NO. 21 00-0357 ACN 101 DATI 07-03-2000
If .n ........nt wa. i..u.d pr.viou.ly, 11n.. 14, 15 .nd~or 16, 17 and II will
refl.ot figur.. that includ. the total of ~ r.turn. .......d to d.t..
ASSIISMENT OF TAXI
1&. _t of Line 14 .t Spou..l r.t. 11&1 .00 M' 00.
1.. _t of Line 14 t..lbl. .t Lin881/Cl... A r.t. 11.1 ~~ M .06.
17. _t of Line 14 t..oI>l. .t CoU.t.r.l~Cl... I r.t. 1171 52,500.00 M .15.
11. Prinoi,.l T8M au. 1111
TAX CRIDITSI
PA'lMENT
DATE
01- -1996
04-27-2000
JOliN
4650
HIlG
R BE 111 !AUR
FRITCH','" ST
,I~TE
"STATE Of'
DATI OF DUATH
FILE NUHBER
COUNTV
ACN
.1..03-2000
. ILlPKOWSK1
10..10-1917
21 00-0357
CUMBERL AND
101
PA 17109
E:~ ~~~~iHi U.d
TAM RETURN liAS. (X I ACCEPTED AS fILED
RESIRVATION CONCIRNING FUTURE INTIRIST . Sll REVERSI
APPRAISED VALUI OF RETURN IAIED ONI ORIGINAL RETURN
1. R..l E.t.t. (Schedul. Al
2. Stooke ond Bond. ISohldul. II
S. Clo..11 "-ld stook~P.rt...rohl, Int.r..t ISChldul. CI
4. Hort.....lMot.. R800ivlbl. ISchedul. 01
5. COIh/...., Depo.lt.I"I.c. P.r.on.l Pr~.rt1 (Schldul. E)
.. Jolnt11 Gwnad Propert1 (SChldul. f)
7. Tron.f.r. (SChedul. g)
I. Tot.l A...t.
( I CHANOED
III
(21
(5)
(41_
(5)
(6)
171
,00
,00
.00
.00
.00
52.500.00
.00
III
APPROVID DIDUCTIONS AND EXEMPTIONS I
,. funer.l E.,.n.../Ada. Co.t.~"i.c. E.pon... ISchedul. HI ('I.
10. Debt./Ncrt.... Lilbllltl../Llen. ISChedul. 11 Ilul
U. Tot.l _Uon.
12. Hat V.lue of T.. R.turn
15. Cheritlbl./Gov.rnoant.l ..quo.t.. Non-.lactad '115 'fru.t. (Schedul. JI
14. Hat V.lue of ht.t. SUbjact to T..
.00
.00
(UI
(2)
(151
U41
NOTlI
RECEIPT
IUlIER
AMNP PEN
AA425528
DISCIMlT (+)
INTEREST/PEN PAID (-I
2,016.55
10,437.45-
.00
18,314.95
AIlOUNT PAlO
TOTAL TAX CREDIT
.ALANeI OF TAX DUE
INTOE8T AND PIN.
TOTAL DUI
HOTEl To in.ur. proper
orMllt to your acoount I
.ub.it the upper ",rtlon
of thl. for. with 10ur
t.. p._t.
52,500.00
nn
52,500.00
.00
52,500.00
.00
.00
7,875.00
7,175.00
NOTE. AMNESTY NP
PENALTY ASSESSED
7,877 . 50
2.50CR
.00
2.50CR
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIDIlAl INTEREST.
( If TOTAL DUE IS LEsa TIWl n, ND PAYIlINT IS RlllUInD.
If TOTAL DUE 15 REfLECTED AS A "CnDI,... ICa), YDU KAY II DUE
A R!rUlll. SEE nVEIISl! SlOE Of TNIS fOllll fOll I..TRUCTIONI.)
, -- __.___.__~_____.__._.. M._M-___'__ -_.~-
Ir'- u.s. DEPA,ATMENT OF HOUSING and URBAN DEVELOPMENT OMB No, 2602-0286
. SETTLEMENT STATEMENT TlTLE,,"O
- L.",pllnl
, ASSURED LAND
TRANSFERS, INC. B. TYPE OF LOAN
Third" Market Streets -
P.O. Box 109 1.1 I FHA 2.1 I FMHA 3.1 I CONV.UNINS.
Lemoyne, Pennsylvania 17043-0109 qlQ VA &, I I CONY, INS.
II "i"mE NUMBER: I 7. LOAN NUMBE~~
(717) 761.4720 120296
I 8. Mom. INS. CASE NO.:
File '12051-1 --
C;, NOTE: Thlslorm Islurnlshed 10 glvo you a ololomanl 01 acluolsoUlemanl cools. Amounts .old 10 ond by Iha oalllomont ogant ara st,own, lIems marked
'(p,o,c.)' were paid oulsldo the closing; thoy 8'8 shown horelor Inlorn1811onnl pur'loaos and aro not Includod In tholnlals,
~ "'ME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS or' SELLER: F. NAME AND ADDRESS OF LENDER:
lJoll~...d E. steiner Theresa pyzikiewicz patriot Bank
carolyn E. steiner Exeoutrix of the Estate
of Walter Filipkowski. P.O. Box 298
Pottstown, PA 19464
G, PROPERTY lOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE,
Plan John Amsley, Sr.
:w j~. ('-- ::.nes Gap Road Assured Land Transfers, Inc. 04/14/00
--
North Middleton Township PLACE OF SETTLEMENT:
CUMBERLAND county 301 Market street, Lemoyne PA 17043
J. SUMMARY O~ SORROWER'S TRANSACTIONI I K, SUMMARY OF SELLER'S TRANSACTION,
100, ORO" AMOUNT DUE PROM BORROWER ~00.OR085 AMOUNT DUE TO SELLER
101, Contracllllos prlco 132500.00 ~o1.Conlr.ct salos prlco 132500.00
102 Po"on.1 proporty ~02.Person.' proporly
~,::;. ,eUlemonl chargo' to borrowor (IIno 1400) .3594.28 -
~03
~o;. 0404.
- -
10S. "05.
AdJustmonls for Ilems paid by sailor In advanco AdJustmonl' tor Ito';;, paid by sellor In advance
106. CltylTown tIK to ~os.CltylTown ta, 10
107, County tIK 04/14/001012131/00 329.05 ~07.County ta, 04/14/ UUto 12/31/00 J4l~.U!l
108, Assessment. to 408. Assollmonts 10
109. ';(houl 04/14/UUto06/JI 3ll.98 ~o.. Schoo I 04IH/OOto06/3 u3:n. ~T
110. to 410, 10
-
1\1, m.
112. <12.
120. OROII AMOUNT DUE PROM BORROWER 136746.31 m.OR019 AMOUNT DUE TO SELLER 133152.03
'Dt, ~\MOUNTS PAID BY OR IN BEHALP OF BORROWER BOO. REDUCTIONS IN AMOUNT DUE TO SELLER
~~ Deposit or earnest money 1000.00 B01.E,oo,s deposll (soe Instrucllons)
202. Principal amount of now lo.n(a) 132500.uu B02.Selllomenl chargo.lo soller (IIno 1400) 11b/l:l.04
203. E,I,Ung loon(s) lakon ,ubjoct 10 s03E,I'lIng loan(s) lakon ,ubjeclln
204. Bo,rayoll 01 First Morlgage Loon
.206. BosPoyoll 01 SocondMorlgago Losn
---','-,- 250u.UU
~::; ,:o'-B 4l5UU.UO 60S S t:O tl
'01. "Jf1C. Fee Credlt 5.00 601.
-
208, 508,
20", &olI.
_=--- Adjustments tOI 1I0ms unpold by sellor - Adlustments tor lIem, urlPold by sollor
210. CltylTown la' to slo.CllylTown la' 10
211, Coun~ tlX 10 611,Counly tal( 10
7!~. A~"ossml'lnla 10 612.AII.llmenll 10
~.-.- ...
213. Schou ~ 10 BI3 School 10
--
214. BI~
216. 515.
218. BIS.
117. f117, --
-
21S. BIS.
21.. Slg,
220 I uTAL PAID IY/FOR BORROWER 136005.00 B20TOTAL REDUCTION AMOUNT DUE SELLER 14178.04
300. CASH AT SETTLEMENT FROM OR TO BORROWER s".CASH AT SETTLEMENT TO OR PROM SELLER
301 GIOS' amounl duo from borrower (line 120) . .Jl sOI.Gros' omounl duo to seller (IIno 420) 1 . OJ
302. Lo,s amounl paid byNor borrower (IIno 220) 136005_.00 so,.Less loducllon omounl due '01101 (IIno 520) 14178.04
303. cJr'H)OO F~OM) ([ J, TO) BORROWER 741.31 s03CASH (00 TO) ([ ] FROM) SELLER 118973.99
I !jjJ! cy I ~ - -
--
C'~^~ tt- ~~
Buyor or Borrawor'. Slgnat ro -, .
Sullor', Slgnalurtt
HUD" lItv~ 6186
IL. SE'l'I'LEMENTCHARGES 120296 - PAID FROM
iii,-l_~!~L BALIlIIIROKER'S COMM~SION bllld on prl.t' 132 5~0. 00 6.0 -- B~~~~::ts =~~~~R~~
Division 01 Commission (IIno 700) astollows: Tota 1 : $ 7 , 950 . 00 SETTLEMENT SETnEMENT
701.$ 4000.00 to ----Reroax Realt~_ASSOC-:--~-'
102. $ 3950.00 to JH Trol!.E, Inc. -
703.00mm~~d'a~ont __ - -------,..---- _ 950.00
_ 1 I
800. ITEMS PA Y ABLE IN CONNECTION wi'iHL(j-AN -
(;1.) ---: a-n Originatlon Foe %
e---' .--
~;oan Discount 'lIo
~ppralsol 1'0010 Arman Leo $2-75
804.CrodllRoportlo --- credIt Bureau $;1'5--'-
805. Londorslnspoello" 1'00 ----'---'-l'atrIOt Bank
1lO6. Mortgage Insuronco Appiicallcn 1'00 10
eOl. Assumpllcn 1'00
,,,,' l'lood Cert
f-'-'-.: .
8O:l,
elo.
811.
900. ITEM8 REQUIRED 8Y LENDER TO 8E PAID IN ADVANCE
901.lnlereotlrom 04/14/00 1004/30/00 0$
902. Morlgago Insuranco Premium tor mo. to
\'103. Hazard In&urance Premium lor yrs, to
yrs. to
LJ.:':. Dl.l'AIlIMLNI OI.IIOUlHNU ANlJ UlIlI^N lJLVU.OI'MLNI
SlTIUMFNT STATEMFNT
-----
.----
P.O.C.
P."O.C.
75.00
..-
patriot Bank
8.00
32.66/day
555.22
19W'1'
DO!l.
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hezard Insuranco 3 mo 0 S
1002. Morlgagolnsuranco mo. 0 S
003. Clly/Town lax _ mo. C S
004. Counly tax 3 mo. 0 S
: CJ(1~' I\Ss8Ss.ments mo, (0 $
1000 School tax 11 mo.OS 127.93
001. mo. 0 S
008AC1a. Ad1. mo,OS
100. TITLE CHARGES
101. SetUomonl 01 closing loeto
1102. Abslract 01 IlIle search to
1103. Tillo ",.amlnallon to
---.
\ ,.A, 11U9 II ...Ai!UnCO binder 10
105, Documont preparation 10
1108, Nolary lees 10
1oi:'Auornoy's laos 10
(Includes above Ilems No.:)
108. Tltlolnsuranco 10 ASSURED LAND TRANSFERS
(IncludesabovaiiOriiSN'o.:) 1101-1104,1108 POC 972 .19
'~, ~,ndor's covarage S 132 , 500
~ 1 10 0wne"s covaraga S 132 , 500
mEnd. 100,300,8.1
,'ii2:'"EX. Mail - ASSURED I,AND TRANSFERS
1113. Srch. Barb Coble
1200, GOVERNMENT RECORDING AND'T'fiANSFER CHARGES
1201. Racordlng feos, Deed $ 25. 50 Morlgage $ 31. 50 MI'e. $
"1;. Cllylcounty lax/stamps: Dead S 1325. 00 Morlgage S
1203. Slate lax/slamps' Deed S 1325. 00 Morlgage S
204. 1999 Sch Robin sollenberaer-
205,
300, ADDITIONAL SETTLEMENT CHARGES
301, SUNOY -' 10
302, Pasllnspectlon 10 Bowers Pest control
1~03. swr /wtr carlisle suburban Auth.
ISO'. Press Fee Remax Realty Assoc.
1305 2000 ctv Robin Soll~rger
1400 TOTAL SETTLEMENT CHARGES 10~ IIno. 103 and 502, f,ocllons J and K)
32.92
38.45
Imo
/rno
Imo
Imo.
Imo.
imo.
Imo.
Imo.
--
{.' . .~~. '::;:-:,
. '
171. 56
15.50
98.00-
57.00
1325.00
1325.00
1688.72
30.00
3594.28
136.19
125.00
453.13
11678.04
P,"Ie' 'gll'lh,l n. IIe"IIII, ,. ...um.d"y S.lIlemoo' ^g.n"., '''' ",,'''y .'I"OI"'"~' 'uo",.,,,d b, 10,"," .. Ibm 00 It" IIUI)., "lit'''''., ".I.m..' SoIlt.",..,1 ^gool,,,"by up",,"
1110,,11 'b. ,Igbl \0 ..po.II '"' II,DU'" co'Ie.',d '01 dle"UO""O" I. '" ,.,...., "..II.g ",,,"II" . f,d",IIy ,,,'',," '101111101100 ,"II \0 ."dll '"V 10""" "..m.d '" II. '.. "',,,.,.. "k1I1~..1
oomp.n..Uon lor III 18",10., In lhll,"npcllon.
HUD CERTIFICATION OF 8UYERS AND SELLERS
.retully ,evlowed Ihe HUD., Solllomonl Slelemen' and '0 ,he bOIl 01 my knowledge and bellol, III. e IIUO and oceu,elo "olomonl 01 all re.elpt. end dl.bullom,nl'
y eceounl by lOa In I. "ao.oe,loo. I turthe, eerllly Ihsll hovo roeelvod a copy .llhe HUD.I Solllomonl Slolomonl.
'. ~ ' ~JMh"~/;z.,~ ~~~~
~.~~..
SlIllol'ISlgn.tuI8
801101'1 New Addlon & I'hono:
"'on~'~. p,.p",d Ie, ioU. IOd ,,"lOlli' 100'"'' .,It,1e I"''''II~''';':'''~.'I';~' IU;'I:;;:"d" IOoo.dlOc. .11" ,"Ie .,",..,",
SII'Ie '9'"' - 7""'-' -~. -
W^RNINQ: II \I' """ 10 ~oo.l.g" 10'" I".. .'""10001,1. Ih. U,'lod SI,I,,'I> 'bl. 01 ooy ,mil.. '0110 I',..IU,' 10"" ',00,101100 con loo,,,d, , 1100 ood "'1'11100100". 'or d,I'"''''
Tille 18, u.s. Cod. Soollo, 100l,nd Sool"'I> 1010. "UD,I Ae,. 5/80
--
, .""...._\-"...,-.'.-...'.r__."
,~
Mt.lLtO.FriOM in'- UMf
'00 l\[iO -} r '1
elL
\"
-,Vln;
First Class Mail
ffl.
BEINHAUR & CURCILLO
4650 FrUchey Street
Harrisburg, PA 17109
1717) 651.9100
TO: R.QY.!ot'l'f" oS VJ,'\~c;,
e\.JlY\~rl GV\d ~OllV\+~ N~~f',
C'.t.v-~ ~ouc;;e. 'StpM ('
C/>-rt\,s\e I PA qc\3
, 'j,
l~' ;:~:, )' "
,
'-,
V.f~ \,
t,., H; ,.,-~...
~I t -fl
cVr;'
-d
\.
'.' ,__>- _,__....._. __T" .~, ' ,---.: -....-
-.Uj-T_mLT .~.-~__..__ -'......~j:v.".;_~~~:T[7't~.,,"n ~,_ 114 ~,;;,,-
'li~"::\ft;:~~,~t'-' ."
/5-/,Y7-;)
(
(/
*'
COMMONWIALTH OF PINNSVLVANIA
DIPARTMINT OF RIVINUI
BUR!AU Of INOIVIOUAL TAMES
INHERI1ANCE lAMDIYISION
DEPt. fl..OI
~1'IURQ, PA 1111a-06ftl
NOTICE OF INNERITANCE TAM
AprRAIS!N!NT, ALLOWANCE OR DISAllOWANCE
Of OEOUCTIONG AND ASSESSM!NT Of TAM
..v-tI"'U"'t".1II
10-0Z-Z000
FILIPKOWSKI
06-05-1997
ZI 97,,0533
CUMSERlAND
~01
C_ AllOUnt R..l~od l
MAKI CHICK PAVAILI AND RIMIT PAYMINT TOI
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
CUT ALONG THIS LINI ~ RITA IN LOWIR PORTION FOR YOUR RICORDS ~
illv: iiii"-iicUAjrp-io9:0oT"Ncifici""cjji-iiiHiifii'ANci"TAin"piiiiA"iiiiiiiir;"Ai:.i.iiiiANci"iili"" -- ...... -"........
DISALLOWANCI OF DIDUCTIONS AND ASSISSMINT OF TAX
lADISlAUS FILl NO. ZI 91-0533 ACN 101
'(
DATI
ISTATI OF
DA TI OF DIA TH
FILl NUMIIIR
COUNTV
ACN
lADISLAUS
JOHN R BEINHAUR ESQ
BEINHAUR I CURClllO l~
~::O FRITCHEV ST PA ~11~9
ISTATE OF FILIPKOWSKI
DATI 10-0Z-Z000
TAM RETURN NAS I (X 1 ACCEPTeD AS fILED
RISERVATION CONCIRNING FUTURI INTER 1ST " SEa REVERSI
APPRAISID VALUE OF RITURN IASID ONI ORIGINAL RETURN
1. Rool E.toto (Sohedulo AI
2. Stooke ond Bond. (Sohedulo &1
S. Clo..ly Hold Stook/portnerohlp Intoro.t (Schedulo CI
4. Hort_./Noto. R..,olvoblo (Schedulo 01
5. Co.h/&1nk Dopo.lt./NI.c. por.onol Prop.rty (Schedulo EI
6. Jointly Owned proporty (Schodulo F)
7. Tron.for. (Schedulo 01
a. Totol A..ot.
I I CNANDEO
MOTEl To lnaur. proper
erect! t to your acoount,
.ubolt the upper portion
of thl. foro with your
ta)( pay..,.t.
125,000~
.00
.00
.00
6.714.?Z
.00
.00
(81
III
(21
(51
141
IS)
161
171
131 , 714:l!.
APPROVED DIDUCTIONS AND IXEMPTIONSI
ZO,009.13
9. funer.l Expon.o./AdM. Co.t./NI.o. E.pon.o. (Schedulo HI (91
10. IJebh/llort_ Li...UIUo./Llon. (Sohedulo I) (10) 59. 56Z. ZO
11. Totol DeduoUnr.. 1111
12. Hot Volue of T.. Rotum (121
15. Cherltoblo/Dovornoent.l Beque.t.) Non-olootod 9115 Tru.t. (Sohedulo JI (15)
14. Not V.lue of E.t.to SubJoct to To. 1141
NOTII If en ........nt w.. i..u.d pr.viou.lY, lin.. 14, 15 Ind/or 16, 17, II .nd
rlfl.ct figur.. that includ. the totll of 6kk r.~urn. .......d to d.t..
ASSESSMENT OF TAXI
15. AMount of line 14 .t Spou..l r.to 11&1
16. AMount of Line 14 t..ablo ot Line.l/Cl... A rot. (16)
17. AllOUnt of line 14 .t Sibling roto (17'_
II. AMount of line 14 t.....l. ot Coll.tor.l/Cl... 8 r.to (181
19. Princip.l T.. Duo
7Q.1;71 O~
5Z, 14Z . Z9
.00
5Z.14Z.Z9
19 w111
.00 M
.00 M
:.!!!. M
5Z,14Z.Z9 M
00 .
06 _
DO _
IS _
.00
.00
.00
7,8Z1.34
7,8Z1.34
1191-
DISCOUNT I +I
INTE EST/PEN PAID (-)
1,496.17-'
ANOUlITPAlD
9,321.78
NUllaE
AA4Z5868
TOTAL TAX CREDIT
.ALANCE OF TAX DUI
INTERIST AND PEN.
TOTAL DUE
1,831.61
10.Z1CR
.00
10.Z7CR
. If PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS lESS THAN '1, NO pAYNEHT IS REquiRED.
IF TOTAL DUE IS REflECTED AS A "CREOn" (CR), YDU NAY liE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN fOR INBTRUCTIONS.1
RESltRV4Uoth E.tat.. of ."ntt dl/lnt on or iMlfore D~Mb.r 12, 196! .... if any future Inter..t In tl.. ..tete 11 tr....f.rrld
In po.....lon or enjo~.-nt to Cia.. . (Collateral) beneflel_rle, of thl dlctdent aftar the .MPlrltlon of In~ ,.tat. far
llf, or for y..r., theC~llth hereby expr...ly r..lrve. thl rl.,t to IPPrll.. and ...... tran,flr Inherltanol '1M"
at the'IMlful Cl... . (collahr.ll rltl on tNly .uch future Intlr..t.
_Of
NOTICE I To fulfill the rlqulr~,tl of Slot ion 2140 of thl Inheritance ~ E.tlt, Tlx Act, Act 23 of 2000. (72 P.S.
SMUon 9140).
PAyftfNTs htaoh the top portion of ttlll MoUcI Mld ,ub.it ..lth your pIYMnt to thl R..lltlr of .,l1h printed on thl river.. ....
~~tlakl chick or .ona)' order plytbl_ tOI REGISTER OF MILLS, AOENT
REFUND (tR)t A refund of a tlM crldlt. which .... nn\ r.~.tld on thl ,.x R.turn, .'Y be rlqoeltld by c~l.tlng an "Appllc.tlon
for R_fund of PennlYlvanla ]nherltlnol sod E.t.t. 'IX" (REV-IS1!). Application. Ira Iv.l1tbl_ It the OffiCI
of the R..llt1r of WUb, any of the 23 RI..,enue Dlltrlct Office., or by cIUlna ttM .pacla1 Z4"hour
.,.-rlno ..rylcl nuablrl for for.. ordarlr18I 1-800-S62-2050 for rotl"Y ..rvlce or 1-aU-PA1'M" with touch-
tone .arvlc.. S.rvlc.. for tlxply.r. with .p.cl.l hI.rlno Mld .pe~lnl ne.d.,
l-I"-..7-S020 (n only).
OBJECT]ONSI Any plrty In Int.r..t not .Itl.fled with thl appr.i....nt, .1Iowlnc. or dl..llON~. of deductl~., or .....~t
of tax (Including dlscount or Jnt.rl.t) .. .hown on thl. Notlc. .u.t objlct within sixty (60) day. of rto.lpt of
thll Motlc. by I
~-wrlttlO prot..t to the PA Dep.rt..nt of Rev.nue, loard of Appaal., Dept. 211021, Harrl.bur" PA 11121-1021, OR
.-~.l'ctlon to tMlve t.... ..tter det_ralned .t audit of thl .ccouot of -thl Plr.onal representatlv., OR
~~..,..l to thl Orph..,.' Court.
ADfI!N~
1S1'ATIYE
CORtlECTlDMSI
FlOtual Irror' dl.coverad on thl. ......-.ot .hould be Iddr....d In wrltlne tOI PA Deplrt.-nt of R.venue,
luraau of ]ndlvldual 'axe., ATTNI Po.t A.......nt Ravl.w Unit, Dept, 280601, Harrl.burl. PA 17128-0601
Phone (717) 717-6505. s.. peot 5 of thl booklat "In,tructlon. for ]nherltano. 'a~ R.turn for a R..ldant
DacldantM (REY~lS01) for an a~pllnltlon of .o.lnl.tr.tIYlly corrlotlbll .rtor..
DISCOUNT I
]f any tax due I. paid within thr.. (]) oalendar aonthl .ftar thl dlCldlnt's dI.th, a five parcent (S~) dl.count of
the tax paid Is .11owed.
peNALTY I
The 15X t.~ .-na.ty non-partlclpltlon penalty I. OOlPutad on thl total of thl tax and Intera.t .a....Id, and not
paid bafor' January 16, 1996, thl flrtt daY .ftarthl and of the tlM aan..ty plrlod. Thl. non-participation
penaltY, Is appaallbl. In thl 'Ma aannat and In thl the ..... U.. per lod II you MOUld appaal thl tlX and lnt.r..t
ttwlt has bMn ......Id .. Indicated on thlt notice.
INTEREST I
Intlrl.t' 1. cn.rgad beginning wlth flr.t day of delinquency, or nine (9) lontha ~ one (1) day fr~ the date of
..th, to the date of pay..nt. 'aMIII which ble... delinquent bator. January I, 1912 bear Int.r..t .t thl r!lltl of
dM (lM) paroent par emu. c.lculated at . daUy rat8 of .0.0164. AU tax.. which bec.. delinquent on and .ftar
January 1, 1962 wlll b..r Int.r..t It . r.te whl~h will v.ry fro. cal~.r yaar to callndar y.ar wlth t~t rate
~Id by thl PA DIp.rt.ant af Rlv.ou.. The IPPllclbl. tntera.t rat.. for 1912 through ~OOO ar'l
~ Jnter..t Rata D.lly Inter..t F.otor X!!! Inter..t Ratl bIllY Interllt Factor
1912 20X .oonu 1988-1991 111: .000nl
1915 lOX .00008 1..2 9X .000247
1914 1IX .000l01 1991-199it n .000192
I9IS UX .000l56 1995-1998 ,y, .000247
I.... lOX .000274 .... n .000192
1917 'X .000247 2OPO ax .000219
~8]nt'ra.t I_ calculat.d .. follON'1
INTEREST . IALAMCE OF TAX UNPAID X NUNIER OF DAYS DELINqUEMT X DAILY IMTEREST FACTOR
_8Any Netlca I.sued .,t.r thl tax becoaa. dallnquent will rafl.ct .n Int.r..t oalculatlon to fifteen (IS) day.
bliYOnd thl data of thl ......llIflt. If paYMnt It udcI att.r the Interllt cOllputatlon etat. .hot<<l on the
Motlo., additional Int.r..t .u.t be a.lcul.tad.
".,
/5--;i 7- ,~1
BUREAU Of INOIVIOUAL TAKES
IIHRlTAMCE UK omSI...
DEPT. ZI0601
HARAIIIURG, PA 17121-0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
INHEUTANCE TAX
STATEMENT OF ACCOUNT
(-~ ~
) oL'QII6l'
In_1Ulu."ell."1
11-20-2000
FILIPKOWSKI
06-05-1997
21 97-0533
CUMBERLAND
101
A"""",t ROlli Hod
LADISLAUS
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTE' To 1"0'''0 pr_r crodlt to your ...c.....t. oubtllt tho uppor portion of thlo for.. "lth your .to. POYMnt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iilv: iiiiif-rX.AFP-n'F99Y--"---iiilii-iNHiiiTAiicE-i'AiCii'A'fiiii-tif-OF'-ACCouiiCii.ir---------......-----
'I,
\ 11: ..-(\
DATE
ESTATE OF
DATE OF DEATH
FILl NUMIIR
COUNTY
ACN
MAKE CHICK PAVAILE AND REMIT PAYMINT TOI
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 09-25'-2000
PRINCIPAL TAX DUE,
PAVMENTS (TAX CREDITS),
PAVMENT
DATE
OB-01-2000
11-06-2000
RECEIPT
NUMBER
AA425B68
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
1.496.17-
.00
JOHN R BEINHAUR ESQ
BEINHAUR I CURCILLO
4650 FRITCHEV ST Ci
HBG PA I11Id'oj
t-
ESTATI OF FILIPKOWSKI LADISLAUS FILE NO. 21 97-0533 ACN 101 DATE 11-20"2000
THIS STATEHEKT IS PROVIDED TO ADVISE Of THE CURRENT STATUS OF THE STATED ACN IN THE NAHEO ESTATE. SHOMH IELOM
IS A SUHHARY Of THE PRINCIPAL TAK OUE, APPLICATION OF ALL PAYHENTS, THE CURRENT IALANCE. AND, If APPLICAILE.
A PROJECTED INTEREST fIGURE.
7.821. 34
AMOUNT PAID
9.327,78
10.27-
TOTAL TAX CREDIT
IALANCE OF TAX DUI
INTERIST AND PIN.
TOTAL DUE
7,821.34
.00
.00
.00
. If PAID AFTeR THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL OUE IS LESS THAN 'I.
HO PAYHENT IS REQUIRED,
If TOTAL OUE IS REflECTED AS A "CREOn" ICRI.
YOU HAY IE OUE A REFUND. SEE REVERSE SIDE Of THIS FORH fOR INSTRUCTIONS, I
PAYlEHTI
o.tliClh the top porUon of thAI Motie. Ind eublllt Nith your ply.."t .... Plytlbh to' tM n... Md IIddr...
printed on t~ rev.r.. .ldI.
" IlESIDENT PEe"PENT .11I<. .hock or ...... o,do, po.obl. t., REGISTER Of WIllS; AGENT.
If NON~RESIDF.HT DECEDENT .... check or 110MII' ordli'" pIy8bll tOI CotttONWEALTH OF PEtItS'{LVAMIA.
REFUND (CRlI A r.fund of . tlIC or"lt, NhJoh "I' not requelted on the 'IK Return, .'11' bee requethd by cotlP1IUng 10
"Appl1cltlon for R,fund of Penn.ylvlOla Inn.rlteno. ~ E.t,t, 'aM" (REY-ISIS), Appl1oltlonl .t. Iv,lllbl_ .t
the Office of t~ ROII.tet of NIII', InY of the 23 Revenue DI.trlct OfficI' or fr~ the Dep.rt-.nt't Z4-hoyr
In...rl"1 "tvlOI ~r. for forll' ordering, In Pennlylvanl. 1-800-562-2050, out.lde Pennlylvanl. Ind
within local Harrlabur. .t.. (711) 787~a094, S.rvlol' for 'Ixpay.r, with .~oJ.l n..tl,~ .od .,.~lhl
need., l-100-447-302D (IT only),
REPLY TOI
bltton. r..-rdlng .tror.. cont.lned on thh noUe. .hou1d aM addrAuad tOI PA DoIpart..,t of Aevenue, 'ur~
of IndIvidual T.~e., ATTN: po.t .......ant AevleN unit, Dlpt, Z80601, Hlrrl.burg, P. 17128-0601, phone
m71 787-6505.
DJSCQTI
If any t.x due 1. p.ld withIn th,... (]) na1endl,. ~th. .ft.r the dec.dlnt'. ~ath, . flv. plrcent (5:<) di.count
of the t.~ paid i. .11owed.
PENAL TV,
The lSX ta~ ....ty nonapI,.tlclpatlon ptAalty II oMPutad on the totll of the tl~ and Int.,...t ......ed, and not
p.id bIIfC'l,.. .HInua,.y la, 1996, thl fl,.lt day .ft.,. ttMt end of the t.~ ..n..ty period.
INTERESTl
Int.,...t I. oherged bellnn1ng with flr.t day of delinquency, or "1M (9) ItQflth. n one 11) MV frOll tlM ut. of
dHth, to tM det, of P'YNnt. hx.. Nhlch bee... ckIlinqu.nt b.for. January 1, 1982 b..r Int.r..t .t the nt. of
IlK (6:<) perNflt per ..ww. 011eu1.tad It . dlilb rate of .001:1164. All tax.. which lMc... ckIl1nquMt on Ind aftar
Jenva,.v 1, 1912 will bIIa,' 1nt.r..t .t . rat. which ..111 ..,Iry frOll oll.netlr y..r to o,lllldlr ves,. with thet nt.
.-.nounoed by the P. DIp.rt....lt nf M.vlnue. "h. IIPpllcllbl. Int.,...t r.t.. for 1982 through 2000 .r'l
V.er Int.,..lt Altl DIlly Int.r..t Flotor v..,. Int.,...t Ast. D.lly lnt.,...t flctor
198Z ZOX ,000548 19ae-1991 11% .000501
1985 16% .DDO~3f1 19'1Z 9X ,000247
1984 11" ,000]01 199]-1994 n .000192
1985 ISX .0OOSS6 1995-199" 9X .000247
1916 lOX .DOOZ7~ 19'19 n .D01l91
1987 9X ,OOO2~7 lOaD IX ,000119
--Int.rl.t i. osloul.ted .. followS!
INTUEST . BALANCE OF TAX UNPAID X NUNIER OF OAYS OELINqUENT X DAILY INTEREST FACTOR
--Any Notle. I..u.d .ft.,. the tex bIo~. delinquent will r.f1lct an lnt.r..t ollcul.tton to fifteen (15) ~Y'
beyond the dat. of the ..........t. If Plyunt hi ... Ift.r the Int.r..t OOllput.Uon d.t. .hown Oft thtl
Notl~, ~ttl~l Int.r..t au.t bet ollcul.tad.
JRD/June 30, 19921\1858
In Ro: Bstato of tJ\DXSL1\US FILIPKlk/SI<.I
Late of 1'PH'l'H MIDDLmuN 'lWP
Estate No.: 21e1997e0533
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNT~
PENNS~LVANIA
No, 21e199710533
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUFSJ' TO
CONOUer A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
IllBEHT B. M1\CIN'I'YW,:, ESQ.
Counsel for PCROnal Representative:
Date of Decedent's Death:
61581997
Date of Delinquency Notice:
~e6el999
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12, Supreme
Court Orphans' Court Rules, hereby notifies the Orphans' COllrt Division, Court of Common Pleas of
Cumberland County, that neither the above named personal representative nor the above named counsel
for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or lIS StatuS Report required by Rule 6,12, Supreme Court Orphans' COllrt Rule and that the requisite
notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills
on 5e6e1999 _, 19_, and that the ten (10) day notice to file the StalUS Report has expired.
Accordingly, In accordance with Rule 6.12 the Court Is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing to determine whether sanctions should be Imposed
upon the del.lnquent personal representative or co IInse.1 for the delinquent personal rer;;;esentallve.
'11,( \~. ~
Date: ~12e99 __ . a^~ (,' j - . .
Mary ~WiS' Registe of Wills
Distribution: Personal Representative
Counsel for Personal Representa:ive
Estate File
A H~:I\HIr-Kl IS SClIEDU[,[::D IUH A..-t< U .1-1' ..JJ
IN 0JUH'l'1u.t4 lV. 3. IF 'I'm: -S'I'A'I'~ H~:F\JH'l' 1"
WILf,AU1\.MA'I'ICl\[,LY m: C7\Nl.$[,Lf::D.
THE:
.--.-,-
_~; :~""-;~4:;n....;..~~-
, ,
COMMONWF.AL TH OF PENNSYLVANIA
COUNTY OF 'f)1A.-V r ((~ ( t..,)
I
: SS.1
.
,.
On this. thc dtt_ day Of~~_t- ,2000, bcfore me, a Notary Public,
the undersigned oflicet'. pcrsontllly IIppctll'cd Wlllimn I'yzikiewicz tlnd Maryann P. Marsico, known
to me (or satisfactorily provcn) to bc thc pcrsons whose namcs are subscribed to the within
instrument and acknowlcdgcd that thcy cxccutcd the samc 1'01' thc purposcs hCl'ein contained.
IN WITNESS WHEREOF. I hcrcunto sct my hand and official seal.
Ci-<NO'\'AIiIAl. "tAL .
JOHN R BEINrlAU,R, Nolarj Public
lower Paxton TWP; Da~r:~ 1~U~~3
-,--,
.,~-....t \"'~ '''''_f'' . 'I _"""n'.
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EAMlLY-SE.TIL
TillS FAMILY SI.:TTLEMENT AOIWEMI':NT is Illude usofthis 1st duy of August.
2000. by und oetwccn Tllere~ll A. 1'~'z1klewlc/., I':uoclltrlx. of 2877 Oukw(1(ll>rive. lIurrisburg.
Pennsylvuniu. 17110. unl! WIlIIllm l'p:lklewlc1. of 2877 ()ukwml Drive. Ilunisourg. I'ennsylvuniu.
171 to. und Maryann I'. Mllr~lco of 4452 Augustul>rive. lIurrishlll'!:\. I'ennsylvuniu. 17109.und
Bole~law Filipkowski 01'248 Ouy Court. Olennville. Illinois. 60425.
WIIEREAS. the partics hercto arc the henetieiuries of the I.ust Will /lnd Testulllent
of Ladislaus Filipkowski: and
WHEREAS, Thcresa A. I'yzikicwicz was named Exeentrix under the I.ust Willund
Testament of Ladisluus Filipkowski. also known us Walter Filipkowski: and
WHEREAS. the said Exccutrix has caused un Inhcritmlee Tax Return. in the form
aUuehed hereto as Exhioit "A." incorporated herein by reference and made a part hereof. to be duly
prepared for tiling with the Register of Wills of Dauphin County, Pennsylvania. which return reflects
all assets of the Decedent known to the said Executrix exeeptin!:\ income to the Estute. if any. and
all debts of the Decedent known to her excepting inheritance and income tax obligations of the
Decedent and the Estate: and
WHEREAS, following the tiling of said return. the Executrix has reserved a sum of
$5.000.00 for possible debts or tax liabilities which might accrue to the said Estate.
NOW. THEREFORE. INTENDING TO BE LEG ALL Y BOUND. the parties hereto
agrees us follows:
I. The Executrix of the Estate of Ludisluus Filipkowski hereby releases und waives
any right which she mllY have to a commission or fee in connection with her duties us Executrix.
2. The assets of the Eslute ol'Ladislallfl Filipkowski shull he distributed pursuant to
the Last wm and Testament of Ladislaus Filipkowski as follows:
William Pyzikiewicz -tools. jewelry, automobiles. one-hull' intercst in the real estate
loeuted at 291 Crain's Gap Road, Curlisle. Pennsylvania, and 45% of the residual estate to him and
his issue.
Maryann P. Marsico- one-Imlfintercst in the real estate located at291 Crain's Gup
Road, Carlisle, Pennsylvnnia, und 45% of the residual estnle to her and her issue.
Boleslnw Filipkowski - 10% of the residual estate to him nnd his issue.
1
The Executrix and beneficiaries herein ucknowledge receipt, review und upprovul of un
informal accounting of the Estute account and upprove the distribution schedule us set tbrth herein.
3. Eueh party hereto ucknowledges notice tlmt, pUl'suunt to the laws of the
Commonweulth of Pennsylvania, the I'l'sidence of I.udislaus Filipkowski when he died.credilors
have a six..monlh period of time lilllowing advertisement of the gl'llnling of I.etters Testumentury
within which to submit c1uims 10 the Executrix of tl1l1 Estute. Advertising of the grant of Letters
Testamentary was accomplished by publiention in the Cumberland Counly Law .Journal. the legul
publication of the Decedent's Inst re.~idence. on October 15.22, and 29,1999. and by publication in
The Sentinel, a periodical of geneml circulation in the Deccdent's last Residence, on October II. IN.
und 25. 1999. The first date lilr publicution. therefore. being October IS, 1999. Copies of the
official proofs of publication arc uttaehed hereto us Exhibits "B."
Furthermore, e/leh of the parties acknowledges notic;) that the Commonweulth of
Pennsylvania, or other taxing authorilies having jurisdiction, muy tux the Estate or income of the
decedent. creating debts not contemplated by the Executrix. In the e~ent that the debts ofercdilors,
the tax obligations and other liabilities of the Estate exceed the sum of Five Thousand ($5,000.00)
Dollars held in reserve by the Executrix, then the parties hereto euch agree to return. repuy and
contribute to the Estate a share. proportionate to their distribution interest. of the amount by whic"
such debts and tax obligations exceed the amount held in reserve by the Executrix, but only in such
event.
4. Each of the parties hereto acknowledges notice that. pursuant to the luws of the
Commonwealth of Pennsylvania. such purty is entitled to the liIing of un uecounting wilh the Court
of Common Pleus of Cumberland County. Orphan's Comt Division, by which the Executrix, by
sworn statement and affidavil. verifies the assets receivcd by her in udministering thc Estate and the
expenses incurred in connection wilh its udministrution. Notwithstunding such notice. und in the
interest of economy and conservation of Estute ussets. cad, of the parties hereto wuives and
relinquishes such party's right to require such an uceounting and hereby releases and discharges the
Executrix from any and all claims. demands or liability of any kind or ehal'llcter relating to or llrising
from the failure to tile such accounting, it being the intention of all parties hereto that no such
accounting shall be tilcd.
5. In the event thc amounts held in reserve by the Executrix for paymcnt of all dcbts
and taxes afC not. in fact, expended to creditors f(lI' debts or fill' taxes, or fill' other liabilities of the
Estate, then upon the satisflletion of the Excculrix that all such claims and liabilities have been made
and are paid. the funds, together with any income thereon and any unticipated refund of prepaid
Inheritance Tax and/or Income Tax, shall be distributed, 10 each party pursuunt to each party's
proportionate distribution interest. Notwithslanding the provisions oflhis pal'llgraph. il~ following
this final distribution. subsequent claims should be asserted against the Estato and paid by the
Executrix, the provisions of Paragruph 3 above shull apply.
2
6, This Agl'ccmcnt rclntcs to un Estlltc heing ndmlnlstcrcd in l'cnnsylvllniu, IInd to
I,necedent ofthc COlllll1onwculth ofl'cnnsylvnnlll. Accordingly, this Agrccmcnt shnll hc govcrncd
hy thc IlIws of thc Commonwclllth of l'cnnsylvunlll,
7, This Agrccmcnt shull hc hlnding upon thc pllrtics hcreto, their hcirs, succcssors
and nssigns,
g, This Agrccmcnt shall hc Icgnlly clTcctlvc and Icgally hindlng whcthcr thc orlglnnl
hereof is signcd by nil partlcs. or whethcr signcd in countcrpnrt by the parties hcrcto,
9. The parties hercto al,\rcc that In llI'dcr to facilitate the distribution of the Estutc
IIssets, the rcsidlilll cstute shllll bc dcsignatcd liS thllt portion of the property rcfereneed In the
Inheritllnce Tax Rctul'l1as Schcdule "E" (cush, hllnk dcposlts and miscellancous personal propcrty),
. and heing the gross sum 01'$6,714,22. The partics dcsll,\natc this sum as the residual cstate as these
are the only nssets othcr thlln thc rcal cstatc refcrenccd in the Last Will and Testamcnt. Accordingly,
the required intcn~sts till' distribution ofthc residtml est lite shall he hased upon this sum and shall he
designated as follows: Williaml'Yl.ikiewicl. - 45% or $)021.40; Maryann 1'. Mnrsico - 45% or
$3021.40: and Bolcslaw Filipkowski - I ()'Yo or $671.42.
Furthcr, the paliics agrec and stipulnte that the sped lie \angullge in the Last Will and
Testamcnt rcfcrcncing the hencliciarics of the residual estate lllli! their issuc "per stirpes" shall be
eonstrucd nnd interprcted as a specilic devise of said rcsldual cstate to thc benelieiarics named and
nGtto their issue "per stirpes" as the named henelieiaries are alive and not deceased. Accordingly.
said beneliciarics agree that in this Instance.thc namcd benctidarics IIgree to this interpretation and
also agree to indemnify, dcfend and hold hllrmlcss the Executrix. the Estate. estate eounscl Belnhaur
and Cureillo and John R. Beinhaur. Esquire, from any potcntial claim, demand or liability of any
naturc which may arise as a result of this agrecment and stipulation,
3
COMMONWIALTH OF PINNSYLVANIA
DIPARTNINT OF RIVINUI
*
IUREAU Of INDIVIDUAL TAMES
UHRI1ANCF. lAM DIVISION
Dl!P1. 21"01
HAMRI..URU, PA 11121-0'01
NOTICE Of INNERITANCE TAM
APPRAISE"ENT ,ALLOlIANCE OR DISALLOlIANCE
Of DEDUCTIONS AND ASSESSNf.NT Of TAM
IIHU'''.''C'',UI
1 0.02 - 2000
FILIPKOWSKI
06- 05-1997
21 97-0533
CUMBERLAND
101
\~ ~, AIIO~t w..lHod ~
HAKE CHICK PAYABLE AND RIMIT PAYMINT TOI
REGISTER DF WILI.S
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
CUT ALONG TMIS LINI ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
itiy:Uit"'iiCA;p.iiiFiiii.iliificniji.YtitiiiiiTi.iiCi''fAin-ppiiAiiiiiiN'r;.AL.'i."ciwi.iici.oli.....-_...--.....
DISALLOWANCI OF DIDUCTIONS AND ASSISSMENT OF TAX
LADISLAUS FILE NO. 21 91-0533 ACN 101
JOHN R BEINHAUR ESQ
BEINHAUR . CURCILLO
4650 FRITCHEV ST
HIG
DATI
ISTATI OF
DATI OF DlA TH
FILl NUMlIR
COUNTY
ACN
LADISLAUS
PA 17109
B"TI 10-02-2000
ISTATI OF FILIPKOWSKI
I CNANGED
TAM RETURN HAS I (X) ACCEPTED AS fILED
RISIRVATION CONCIRNING FUTURI INTIREST . SEE REVIRSI
APPRA181D VALUI OF RITURN BASlD 0141 ORIGINAL RETURN
1. R..I Elt.t. (Sohoclu1o AI
2. stookl ond Bondi (So~I. BI
S. Clol.ly Hold Stook/Plrtnorlhlp Int.r.lt (SohoduI. CI
~. Mort_"/Mot.1 R.o.l.obI. (Soh.dul. D)
5. C.lh/Bon!< Dopollh/"ho. p.rlon.l Prop.rty (SohoduI. E)
6. Jointly (hmod Proporty (Sohodull f)
7. Tronlf.r. ($_11 0)
I. Tot.I AII.h
NOTE I To tn.ura proper
orldit to your IcoOunt,
.ubIolt tho upp.r porUon
of thlo for. with your
to. p.y.....t.
125.000.00
.00
.00
....1V..
6.714.22
.00
.00
(I)
(11
(21
(51
(4)
(5)
(6)
(7)
131,714.22
20,009.73
APPROVID DIDUCTI0NS AND IXIMPTI0NSI
,. Funar.l EKpMt.../A.. Coatl/HiIC. Expen... (Schedule Hl (9)_
10. Dobh/Mort_ LlobIlIU.I/LI.nl (Soh.duI. II (10) 59.562.20
11. Tot.I DodUotlonl (11)
12. Met V.I.... of To. R.turn (121
IS. ChorltobI./;o..rnoont.1 I.quoltl' Non-.I.ot.d 9113 Trult. (Soh.dul. .1) (151
I~. Met V.I.... of Eltot. Subjoct t. Tox (14)
NOTII If.n .......ent w.. i..uld previou.ly, line. 14. 15 end/or 16. 17. 18 .nd
refl.ct figurll th.t include the total of ~ return. .......d to d.te.
ASSISSMINT OF TAXI
15. Aoount of LIMo 14 .t SpOUI.I r.t. US)
16. Aoount of Llno 14 tl.obI. .t LlnoII/CI.11 A r.t. (1&1
17. Aoount of Llno I~ It Sibline r.to (7)
11. Aoount of L1no I~ t..abI. .t Coll.t.r.I/CI... I r.t. (8)
19. Prlnclp.I T.. Duo
70 1i71 Q~
52,142.29
-:00
52,142.29
19 will
.00 x
.00 M
.00 x
52,142.29 M
00 .
06 .
00 .
15 .
.00
.00
.00
1 .821.34
1,821.34
(19)'
ANDUNT PAlO
9,327.78
TOTAL TAX CRIDIT
BALANCE OF TAX DUI
INTIREST AND PIN.
TOTAL DUI
-
1,831.61
10.21CR
.00
10.21CR
. If PAID AfTER DATE INDICATED, SEE REVERSE
POR CALCUL^TlDII Of ADDITlDIIAL INTEREST.
( If TDYAL DUE IS LESS THAN tI, NO PAYMENT IS REIlUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" (CR), VOU NAY BE DUE
A REfUHD. SEE REVERSE SIDE Of T"IS PDIIH fOR INSTRUCTlDIIS.)
RESERVATlONl E.._t.. 0' deoedent. ~ing on or "'or. DtaHbtlr 12, 1982 ~. if MY 'utltr' lnt.r..t in ttw ..t.te h trln.f.rred
1n 1iO.....lon ar lN1'OYHnt to Cl... B ~oollat.r.ll tMtM,lol.rI.. 0' ttM> _.den'\: .Uar ttw ,"p'ratlon of tiny ,.tlt.for
II'. or for v..r" the t~onMI.lth hereby .Kprel.1V re..rv~' the right to ."r.I.. ~ ...... tren.,.r Inhlrl'~' T.Il..
.t thtl llNful Clan I (coUataral) rlt_ o~ .ny .uch futurI Int.r..t.
_Of
NOTlCEl To fulflIl tM r.qulr...nh of S.otlon 2140 of tMlnMrltanc. end Eltat. hx Aot. Aot 13 (\, 2000. (72 P,S,
"'oHon 91~')'
PAvtEN11 Detach 'tM top portion of thh Notic. lIOd .ubIIlt "Uh your PIYHnt to the Retht.r of With printed on the r.v.rH .1..
-~"1Ik1 chltctt or ~neY orellr pavabll to: REGISTER OF MILLS, AGENT
RfFUND (eft}1 A r.'und of . tax credit, Nhlch Na' not ",qu..t.d on the TalC Return. .ay bl r.qu..ted by coapl.Una In "Applloatlon
for Refund of rennlylvlnl. Inherlt~c. and E.tat, T.x" (REV-l!I!). ApplloatJon. .r. Iv,'llbla .t the Offlc.
of tM R..I.t.r of Will., InY of the 23 R.vanue DI.trlct Offlo'" or by calling the .pecl.l 2~-hoUr
........ring .ervl~. nuabtl" for forll.ordll'lflUl l-IOO-36l-ZG5G for rohry 'Irvl~1 or 1-8811-PAT.)!.. ..ittl touch-
tone ..rvlol. ~Irvlc" fer t~xp.y.r. Mlth 'plclal h,arlno and .p.aklng nead'l
1-800-441-3020 (11 only),
OBJECTIONS I Any p.rty In Int.r..t not ..tl.fl.d with the .ppr.I....nt, allowance or di..llow.nc. of dedUCtion., or .......,n'(
of talC (Including discount or Intanlt) .. .hONO on this HoUee _u.t obj.ct ,,!thin IlKty l60l day. of rlCl.lp' of
this MoUe. bYI
--Nrlttan prot..t to the PA o.p.rt..nt of R.VlOlle, Bo.rd (If App..h. o.pt, 281021, Harrhburg, PA 171211-1021, OR
--.I~tlon to haYe thti ..tt.r det.r.lned .t audit of the .ccount of thl plr.on.l r.pr...ntaU...., OR
--appeal to the Orphlll1" Court.
ADMIN-
ISTRATIVE
CORRECTIONSI
FMltUll errors dlloovlrld PO thh ........nt .hould be addr....d In writing to: PA DIp.rt..nt of RavlM14*,
Bur.au of IndividUal TalC'" AT1"1 Pe.t A.....n.nt R.vl.w unit, Dept. 280'01, Harrl.burg, PA 11128-0601
PhoM (717) 187-6505. $.. pat. 5 of thl bookl.t "In.tructlon. for Inhlrltancl' Tax R.tul'n for. R..ldent
Decedent" (REY"IS01) for ~ .xpl~tlon of .oainlltratlvolY correctable .rror..
If MY telC dull Is p.ld within three (3) cal.ndar IKInth. aft.r the dec.dent's de.th. . flv. pere.nt (5:() discount of
tha t.x paid Is .11ow.d.
The lS~ tax .-nIsty non-partlolpDtlnn p.nalty I. coaput~ nn thl total of the tall and Int.r.at .....IId. and not
paid blfor. JtlnUary III, 1996. the flr.t day .ft.r the .nd 0' thl tel( ......ty p.rlnd, This non-p.rtlelp.UOfI
pen'l ty is 1lPPIi,lebl. In tha .... .anner and In the the ..... U.. p.rlod .. you would IIPP..1 the tax and Int.raat
thlt nt. bien .......d .. Indlc.t.d on this nottc..
Inter..t is ch.rged blglnnlng wUh flr.t d.y of delinquency, or nine (9l aonttl. InCI one (1) ct.y froa the date of
dI.th. to the d.t. bf p.y..nt. TaKI' which blo", delinquent b.for. Januery I. 19d2 be.r Int.r..t .t the rat. of
ab (6iO pero..,t plr ... calculat.d .t III dalh rate of .OOOI6~. All tllC.' IItllch bao... dllIncp...ut Cln end .ft.r
JtnuIrY 1, 1982 will b.ar Int.r..t .t . rat. Ntllch will vary 'rOIl oal.ndar yelllr to calendar y..r with that rata
announced by the PA Dep.rt..nt of R.v.nue. The IPPllo.o18 Int.r..t r.t.. for 19112 through 2000 .r'l
WI \!!!!r..t Rat, Ually Inter..t f.ctor t!!!' In1:.r..t Rllt. DailY Int.r..t F.ctor
1912 20;': .0OOS411 1988-1991 111: .000501
1913 16:< .0004311 ,.., 9Y. ,OOOZ~7
19" 11:< .000301 1995-1994 1% .000192
1915 m .000351i 1995-1998 'X .000247
1.16 'OX .000274 19'99 7Yo .000192
1917 'X .0002~7 2000 1% .000219
DISCOUNT I
PENALTV1
INTEREST I
--Jnt.r..t I. c.lcul.t~ .. follo~';
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
--An)" MoUol I..uad after the tall blOOM' delinquent NI11 raUlot an Int.r..t c.lculatlon to flft..n (15) ca.)".
beyond the date af t~ ......Hnt. If p.)"..nt II ... .ft.r the hit.r..t coaputetlon det. shOtln on the
Notloa, addltlon.l Inter..t lU.t be o.loul.tad.
,
,M'\1-1tGUX'P.r) \"
,~(\(;:.~,~
..... :bi
C(If ,1.,'1,'/ "11, f'(1'lV' '!I!
lJ\I', III lil11
\AI~' .".,:;W '~!l~MJ.."c~ J... RE~,I!')k'.. r. DECEggL: r
. '[)f.tll t; Ii "J.l!' (1^~I;nhsT,~MIOI)I!, Itllli/,I) \j~~ ,ljl\l.~,~.~~.,t,n-"I,,~d- "
o B ()' :\ 2 - 5 fl 7 'I ~ b I 0 ~i 11 ') <) 7 U Il :I 11 ().:I. B .
. ......":"m_._..'.,~,..,_._' -",,"'......--- I.....:;;;:;,;~~,.'..""
l!l1. Orlgli\31 Relum 0 2. suJllllomontal Return 0 3. R....lndo! Relllml....-"",.Il;;-
o 4.Llm~E.tato 04e.FutultlntorosICOfl\llIOO\I88I.............'l-\l.1l1 0 b.FedeltIEllIlllTexRetumRequl<td
~ 6. ~nl DIod T ..~\O (III<'.""" WI) 0 7. [)ec4donl Maintained aLlYIng TN.II"'"""'" 1''''1 Q. 8. ToIIl NumbtY of Silo 0e\l0I~ Bo.as
o 9. LlIIOJllioO proceedS Rooelvad 010. SpoutIl PO'IOrtj C<tdftl.........-U.\'.II "",.\.11\ 0 II. EIocllon loW undorSeQ. 9113(A)\'I'cl'IdIOI
THIS SECT\OtIIIUST BE COIIPLETED. Au..Com"1POilDENCE AIID COl!PIDf!NTlAI:.1AX '"FORMA TIOIl SHOULD III! D!RICTlD TO:-
_ WM'lEl"IIlUNOlllllRfSS
Jolln R. Ileinhaur, F.sq.
4650 Fritchey Street
'~~iJt'i::k&1 Curcillo IlarriHburg, PA 17109
m iUlOER
17' I ;,''J )..
\ Rr:.V-1500
:NtiEI I' M~'E TAX (H., r' RN
"-fl.tt"III!\[.J\
( I
~.
tz
ill
I')
Ul
o
~
F \, I P K (I \, i', J( ;, I.<j\\l):: I, \I S
~sr:cUi\I1'(,itl~nm---'.' MTEOfOEA'H'~
"~I' ,-nr lIIRlH
~
'I'
.....".."..
..125,0.0,'0.0
1. Real Estate (SCMdulo A) (1) .
2. SlOd<Iand BondS (SCMdule B) (2)
3. CIoMlY 1ie1d CcI1lO'IIioO,pal1rMhlp or SoW~1p (3)
4. ~llQ. & No. Recalvlblo (Sc:IlIdule 0) (4)
S. CIIh, Bank DepoeI!I & MIIcela- p_1 Pl1ll*1Y (5)
Z (Sc:IlIdulee)
0 6. JoInIly ()w!IId Pl1ll*1Y (Schedule F) (6)
~ 7. InIIt.VI'/OI Tit"''''' & MIIcelaneous NOO.PIOba" P""*,, (7)
E (Sd\ldUIe G or L)
8. TolIl 01'" AI"" (loIIILInOS 1.7)
~
9. FunotIl ex~ & ~mInil1r1tMl COllI (SchOdUlt H) (9)
~ 10. 0eblI of [leClldef1~ ~llQe Lleblllll, & UenI (S<:NduIo \) (10)
II. T-'DodIlCllOM (loIIILWle89& 10)
..
,. t
.
",.,'
6 I 71
4 .. 2. 2
fl;. ' ; ~ _('.~:::f.r~:\"
,.,,:.\,"';,.\'.;',.,,'..,
f.~-""
',; ;'. ;.1 ":).- ..~.:
(6)1
g;I,)
, 2 ~ 2 0
I'
~{..QJ,o.,.o
5 9'~ 5 6
(11) "
"
(12)
(13)
(14)
.,
,., (15)
.06 (16)
.\5 (17)
(18)
I
\ ai
12. Net Vlluo of e.... (LIne 6 mIIUS LiIe II)
13. Cl\IIIlIbIo and Go'/8f1\,,*,1Il Elequed/SeC9113 Trus1a for wtlldI l/Ia\oCtillOmlex IlaanotbMn
mIde (SCMdulo J)
14. MIl Vlluo SUb)oc1lO TII (line 12 milUS line 13)
15.=.:=::bIo . ""l.."......i .j,: X.o
s..~of lon~lilleforiW'~I"':!!!"~,{. "~' { "j
16. AmOUI1t line 4 -'" .,' ."
17. =:1Ine 1411Ubio "'. . "............,~""'''~.,...",...,.""..;;,.....4j X
II 15" It" . 5 2,14 2.2 9'.x
16. TII Due
19.
.
"l~i-ii(:l:l,i-~i;:,~'ot~"i"-" ..~ -
'I I 0 0 ,)
;M ' ":'1\ -:~'
1~
...'" .-..
--~.. ar(\i\f\~g~i5ii. of .- .~. .
01'"
\
i,
.1
"
..,
I
\
I.,
,L--
. .... .. .j' .
. ;,;1,..3. .V,,'].. J.
3'd
4 ~ 2 2
;~
\,
7 9 "I 5 7 1 . 9 3
... . ,-.-' "... . ..
S {.2 ... 1 4. ,.,2. .. 2 9
I.
,.
, S .2_1..
,
.
;",,,,,",,..~,,.,{.~ ...",.'{, .,.~"."'.
.<...~:o:~.. 't lJltt;,A,~.. r;l):~I' - ''''',l<'---'-'.-.,'.~,-;
.:i'~-'fiJi:~;"'-_!' t~:.~~ '.~,.<;;,' .,::,i)'(~:-",~~t:'f~~'~.'
I
._j'd ...~.-,.'''l=~;,~' "",~'. ,~,.~.., ""'-'.'I,ll,
..
l'-"'~' >t'"''
7.82134
821'34
Decedent" _Complel~dr!!,.':
s'IAE!! AOOOF.9S ')(ll Crill Ill' Onp !load
---_....-,
':'=--=l:>;r" ,- - j
--...---..--' ._.-
...........--..---.
("(I, \, II l"lt
~L
Tall laYIIl( ,I'. and Crocllla:
1. '1 ilX Due (l'i'.I' I Uno 1ul
2. ClOdlts/Pay.,,' ,IS (). (Ii I
A. SpouSi' '''overly Crodlt
e, Plior Pn\ ,onts
C.Olscoun\
(1) L.JJ..i_~:\1l
'"n:(i'
0;0,'.
T olal Credits ( A+ B . C ) (2)
0.00
3,
InleresVPen:llly II applicable
0, Interest
E. Penllly
~.508:~~ (8/8/00)
T otallnteresVPenelly ( 0 + E ) (3) 1. '; 0 6 - 44
4, It line 211 greater Ihan line' + line 3, enter the difference. This Is the OVeRPA VMENT,
Check box on PIg. 1 Lln.1' to reqUHt. ,.tund (4)
5, It line' + line 311 greater Ihan line 2, enter Ihe difference, Thlllllhe TAX DUE, (5) 7. 821 . 34
A, Enler the Interelt on the tex due, (M) .L1.Q. 6 . 44
8. Enler the total of Une 5 + 5A, Thl.11 tha BALANCE DUB. (68) 9. 327 . 7 B
Make Check Pa able to: REGISTER OF WILLS AGENT
PLIAS! ANSWIR THI FOLLOWING QUISTIONS
BV PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedenl mike I trln.ler Ind: VII . No
I, rellln the u.. or Income 01 the properly trln.lerTed; ,.........................................,......,",......., 0 ;
~: ;::::~ ~~e~:~I~n:~.\~~:r:.~~~.~,h,~I,I,~~~,t~~,~~~~~~. ~~,~..~~~~~,~:.~'~"I~~~~:,:::'....,:.,::::',::.. B
d. recelv.,he promlll lor 1I1e 01 .lIher peymenl., benefil. or cer.? .......,..,......,....................... 0
2, II dlllh OCCUrTed on or belore December 12. 1982, did deced.nl wllhln two yllr.
preceding dlllh Irlnal.r property wlthoul r.r.elvlng adequII. con.lderallon? II dealh occurred
Ifler December 12. 1982, did d.cedenllran.ler properly within on. y.ar 01 d.alh wllhoul
receiving Idequlle con.lderellon? ......."............",.........,..............."...................",........,",.......,,0 ua
3, Old deced.nl own In 'In tNal for' or payable upon dealh b.nk accounl or ..curtly
4, ~1~1::.~~n~::~?a.~..I~di~id~~i.;~ii;~~~~i '~;;;;,~~i:.~~~~i~:.~;.~ih~;.~~~~.~.;~b~i~.~;~;;;;;;;?:::: 8 ~
72 p,S, 19118 (I) (1.1) <<l provided for the reduction oflhe tax ralelmpoled on Ihe nel vllue oflranltera 10 or forlhe ute olthl
.urvlvlng lPOU" from 8% 10 3% lor dalll of d.alh on or after July 1. 199<1 .nd blllore Janulry 1, 19911.
72 p.S.19116 (a) (1.1) (II) provided lor Ihe r.ductlon 01 Ih. rale Imposed on the net value oftr.nlfera 10 or lor Ih. u.. of the .urvlvlng
lPOU" from 3% 10 0% lor datil 01 d.ath on or aft.r January 1. 1995, Th. alalul. ~oes nol..el'!lRlslranlfer 10. aurvlvlng .pou..
from \IX, and the 11.'ulory r.qulrem.nta lor dlaclosur. 01 a...la and filing a lax r,'um are atlll applicable even ~ Ihe IUNlvlng 'POUII
I. \hi only beneficllry,
FOR DA TBS OF DE-' TH ON OR AFTER JANUARV 1, 1815 - Pl.... anlwer Ihe following qUflatlon by pllcing In ~ In the
IppIOIlritde lpace. .
DkIlM dececlent eraa. I tru.t or IlmUlr *rranglm.nl which II lollly for th. .urvtvln9 .pou.... beneflllor hi. or h8r .ntlra
IlfetIm.? V.. 0 No @
If you In_red y.s 10 Ihe .bOv. queallon, Ih. tax on Ih. tNsl or almllar arrangemenlls poslponed unlllthe d..th 01 Ihe .econd
apoull, II which lime II will be fully tax.ble al the rale(a) applicable lolhe r.malnder beneficl.ry(I..). Enler the velue of th.lrull on
Schedule J. P.rt II, In order 10 r.mov. II from the calculallon ollhe lax due In thla eslll.. You may wl.h 10 file Schedule 0 In order 10
mekl \he election IVllleble under Section 9113, If Ihe .Iectlon I. mlde, thetrual or almller .rr.ngemenl II IlXed In the ellll. of the
firal decedenl .pou.., Ihe portion 01 the INal or slmlllr arrang.menl which benems lhe aurvlvlng .pouIIII laxed at the zero tax rail.
and the remllnder I. taxed.' the ral.(a) appllcabl.,O Ihe r.malnder be/leftcl.ry(lea). If yOU choo.. to mekelhe etectlon, you mUll
IIl\lICh ScMdul. 0 to a timely-filed tax relum, along wllh Schedule(a) K and/or M In ord.r to ahow the apporttonment of th. truat or
slm\llr ..,.."gemenl between the surviving spou.. and Ih. remainder beneflcllry(I..).
'--"-"'-""-'
\
"L,~--
FILE NUMlIlR
21-97-00513
~--- -,-
"
~V'~"'"'' ~*~~~
''-\M~llINW :Ill ,I PI ,II \tM
IWU"Ul^NC' rAY I "I\H
Itt,SI9ItidJF\tI_, !ii
'E'sT;:iiioF
SCHf ')litE A
r:EAI. ~!, : ATE
p'-=--- --~
AM ftll p10ptlly o..AIii ,,1.1y or .. .I.nanl j;,';:om""n mu'l III "pOlled .t t 'f ""I1l-eiYiiiloTaifnlaiiill'vnl";; ,.;(jellned es the price " Wi :,;ii>rOiiOrii wo"kJ ,...iel,
bel,lOon' wiIII1Q buyer end e wi' ',g ..lIer, nol1her bolll\1 wmp"II,'" to buy or ..II, bol!\ h"I"0 """,..ble knowled\le of Ihr. ,.t, ..", I""". R.., propOIly w: .leh" jolnlly.oWlled wltl
..""' CIo\"d._on~".L- .--
:TEM
NUMBER
-'~
LA!llf)1.~\JS, FILl i'KOI,..,,(l
Iflll
,ght of
- ..\
VALUEATDA6--
OF DEATH
DESCRIPTION
291 Craine Gap Hoad
Carlisle, PA 17013
125 ,ooq 00
Joint tenant Thaddeus Filipkowski died October 10,1987
Ladislaus (Walter) Filipkowski then owed PA
inheritance tax- see Schedule I
Sales of property to pay estate debts. HUD-1 attached.
TOTAL (AIIIO enter 00 line 1, RecalIltu18llan) ,125.000.00
(If more ap_11 naedld, In..rt additional Iheetl of thl ..me IIzI)
lW,tI(II...('-tfl ~
~('.;Ij.: ;\
I' 'MONWI'AlllIOf Ei,:' ilV.
l'ltIfRITm:E TAX RlllllU
Rl:RiOENT Of.CEOENT
SC: 'l:n\)L; I,
(.., 'l.' 'Ii "'K ') ....0' I' Mil
, ".' I, ',,~ 1..". ~J I. , ,
L = I"!. ~~t\.l.f.Bf .~F:.~_
-" -"",-' -.-
I" ,; NUMBER
;11-97-0 ''>3
-~_.;=~
EITATE I "
I,ADn:1..AlJS, Fll lPlCiW KI
_.__~___M"'_~'" .....
I", ,ollie prooood' o,III~";"" ,"'0 tho dlto the proooed' wor", ,1,0<1 bjll10 ""'lit All prol..1ly jointly_Of /11th II> ",:,lohuNivorlhlp mu.' be <".clolld on Schedule F,
-- ~ .--_..~.-
"--"iTEI.'
NUMOEH
1.
2.
VALUE AT DATE
OF DEATH
DESCRIPTION
BC. perBonal property
Checking account - Harris Savings Bank
3.182.89
3..
Refund- USA WaBte of S. Central PA
16.45
14.88
,4.
Refund - PP&L
,-.!
"II
'n
TOTAL (1.110 en. on line 5, RecapI\IIladon) S 6. 714. 22
~"mcQ IjIlICIII needId,ln.-rtlddlliCNlshelll rA Ihe _1izI)
,'foJ,ti12Ilttl'."1 \':.
,~.~('iJ;ri',
.l,~,;~
CQMMOlIW,Al1HOI "IlN8V'VAHIA
INlilHlIAHCe 1.. . HE1URtl
RH\IOE~!.~!t OENT
. \.
SC, ':DiLE I
. DEBTS (. DECEDENT, \
I MORTG~G! ,1!,BIL'TI~,L~,l'5~--
FILE HUMBER
2l-97
-----. --, ._'
-~
)0533
mAle OF
LAIn SIr. ITS FILl I'K()'" ,K I
.-------- ..~------------ ---.-
Include unrelmbu,oed medlcll expenl.s.
-ITEM-' -",
NUMBER
1.
-.,
DESCRIPTiON
AMOUNT
40,162.68
$40,162.68
Dept. of public Welfare Claim
RE: Walter Filipkowski
CIS/I: 980132610
Co/Rec: 22/0207509
ClasS 3 claim: $13,512.31
Class 6 claim: $26,650.37
414.83
70.95
596.79
18,314.95
2.
Manor Care
3.
4.
5.
Carlisle Suburbsn Authority
PP&L
PA Inheritance Tax due from decendent from Estate
of Thaddeus Filipkowski, date of death 10/10/1987
File No. 21-00-357, including tax, interest and
penalty paid 4/26/00. Tax necessary to clean title
to Real Estate.
TOTAL (AlSO enler on line 10, RIC8IIl\UIatIon) $ 59, 562 ~ 20
(1111lOl8 space II needed, InSllt addI1Ional sheets of the lame Il%e)
FlEV-llUf~' (;
~,.~
~ I"~
. . '
. ,.~,' . '
,.", ...
S~HrUI ::
.1EN:.;"'Cll' ~ ~
.~_J_ -
F' ,0. :IUMBER.
21-97-005:U
co'.'. tWU\Lfti Of I ~SYi'.li,:ii:
INtlENll ANCE T A 1U1
_~; nESIDENTm:~~,~__:_~ __''''-'_
ESTATE JF
LADISLA\JS FILIPKOWSKI
NUMBEF
--
I.
11.
~.-;,,,-""'--"
NAME AND AI clRESS OF PEHSONISI h GEIVING PROPERTY
TAXABLE DISTRIBUTIONS (Include oologlllsjlOll II dlslrlbullons)
RELA TI .,SHip', ( , IJECEDENT
Do I,~t lilt TliI.tH(.)
, AOUNT OR SHAiiE
OF ESTATE
1
William py~lkiewicz
2518 Tanza Court
Harri.sburg, PA 17112
great-nephew
tools/ jewelry,'
auto, ~ interest
in real estate,
45% of residual
2
Maryann Marsico
4452 Augusta Drive
Harrisburg, PA 17112
great-niece
~ interest i.n rea
estate, 45% of
residual
3.
Boleslew Filipkowski
248 Cay Court
Glennvi.lle, IL 60425
brother
10% of residual
1.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
NONE
B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS'
1,
NONE
TOTAL OF PART D. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 15QO COVER SHEET ·
(If Il10lll spICIl. needed, Inlllt addItIonlll sheetlllf Ihe same size)
,
,
'HIIt/I"'I
\\\\ \' (I' /';"11"
.\ ,. 1. I,
.;"., , 1\ ,ltfl'II'lj (/._ "1(,
...," ,",' ", ",1 '\ "'t' '\
.' (;.' / "\"',
,.' (. -... I II . '" ,( \ {
',' \'.., .J
' . /': J
' , ,t
. \' "
Regia\'.nr ()f. Willa 0:' ('IlMBERI,AND C(,'lOty, pennsy.\vania
cert.i.' leilta of Graul. of Letlel:<' 'J'ostamentary
No. 1997--00533 PA No. 2197-0533
ESTATE OF FILIPKOWSKI LADISLAUS
1 LI\~'!', f'! K~'!' ,"rITUULt!< )
FILIPKOWSKI WALTER
--------
NORTH MIDDLETON TOWNSHIP
l,;Ul'l~t!<KLAN1J l,;UUl'I'!'Y, -
\'
a/k/a
I
,-
Late of
'"
I,
id""
Deceased
social security No. 080-32-5873
day of~ne
1997 an instrument
WHEREAS, on
dated _..Q2!:.2Per
was admitted to
the 24th
25th 1991
probate as the last will of FILIPKOWSKI LADISLAUS
(LA::;'l', llK;:)'l', lYrllJU1.l~)
CUMBERLAND county, who died on the
a/k/a E!llPKOWSKI. WAI,TER
late of NORTH MIDDLETON TOWNSHIP
--- -'
5th day of June 1997 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, 1, MARY C. LEWIS ' Register of Wills in and for
the County of CUMBERLAND in the commonwealth of pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to THERESA PYZIKIEWICZ
who has. duly qualified as _ Executor(rixl
and h!!- agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF,
of my Office the ~ day
1 have hereunto set my hand and affixed the seal
of ~une 1997.
**NOTE" ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
. .
"1U01 at 11i11. t..t.1t.o '(ll(;,l;~titm~1tt
.
OF
LADISLAUS FILIPKOWSKI
alkla
WALTER FILIPKOWSKI
I, LADISLAUS FILIPKOWSKI elk/a WALTER FILIPKOWSKI, of
291 Crain's Gap Road, Carlisle, Cumberland County, Pennsylvania,
declare this to be my Last Will and Testament, hereby revo~ino
all prior wills and Codicils.
ITEM I. I direct that all expenses of my last illness
and funeral be paid from my estate as soon as practicable after
my death.
ITEM II. I give, devise and bequeath my tools, jewelry
and automobiles to WILLIAM PYZIKIEWCIZ.
ITEM III. I give, devise and bequeath my home located
at 291 Crain's Gap Road, CarliSle, Cumberland county,
Pennsylvania, to WILLIAM PYZIKIEWICZ and MARYANN P. MARISICO, as
joint tenants with rights of survivorship.
ITEM IV. I give, devise and bequeath all the rest,
residue and remainder of my estate in any manner and wherever
situate in the fOllowing shares:
a. 45 per cent to MARYANN P. MARSICO and her issue
per stirpes;
b. 45 per cent to WILLIAM PYZIKIEWICZ and his i.sue
, ,
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
~
,-" ",11 I> '_'~ .i
auREAU Of INDIVIDUAL TAMES
tHRt' AHer: I"X II' 1JlS10t4
bEPT. ?:IIUfIOJ
U4RRlt>IHlll(J, I' II 'I' ollOl
Nonce Of INHERI'I' ICI !I,X
APt'nAI~EHtIll. AlLOlIANCI I>1l I. :,' l.OHANCE
Ot- Jll.OUC i \HS AND A.!I ;(~5St11 ,I ul- 'J AM
JOHI' R BEINHAUR
4G50 FRITCHEV ST
HBG
DATE
EST/,TE IF
DATE OF DEATH
FILE Nu,nER
CoUNTV
AtN
07-03-, nOli
FILIPKl wSKI
10-10-1907
21 00-0357
CUMBERLf,ND
101
T11f1IJOEI ..
\_~.~ A.~"}l~d l
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ..... RI!TAIN LoWER PORTION FOR VOUR RI!CORDS ~
ifiV:iii"'''-iX-AFP-nz:nrtiOTicniF.YNHiiiiTAiici-TAX-APPRAiiiMi'ti'f;.AttoiiAiici-oli-.---.-".-.-.-"
DISALLOWANCE OF DEDUCTIONS AND ASSI!SSMI!NT OF TAX
THADDEUS FILE NO. 21 00-0357 ACN 101
pr, 17109
DATE 07-03-2000
I!STATE OF FILIPKOWSKI
-
) CHANGED
TAM RETURN NAS, r X 1 ACCEPTED AS fILED
RESERVATION CONCI!RNING FUTURE INTERtST . SEE REVERSE
APPRAISED VALUE OF RI!TURN BASED ONI ORIGINAL RETURN
1. R..l E.t.t. ($ohedul. A)
2. stool<. end .-, (schedul.81
5. Clo..ly Held stook/~.rtnerohlp Int.r..t ISchedUl. CI
4. Hort_./MOt.. R....Ivel>lI ISChedul. D)
&. C.ohltenk o.po.lt./NI.o. ~ar.onol ~rop.rty ISChedUla EI
6. JointlY OWned ~roplrty (SChodUla fl
7. Tron.far. ($ohedula Q)
a. Tot.l A...t.
HOTEl To in.ure proper
oredit to )lour aooQW\t,
.uboolt tha _r portion
of thl. for. with your
t.x P._t.
.00
.00
.00
.00
.00
52,500. OJ!..
.00
(a)
III
121
l51
(4)
151
(6)
171_
52.500.00
.Oll
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. F....r.l Exp......./Ada. Co.to/Nhe. Expon... (SChadull HI (9)
10. Debto/llcrt_ LlobUltla./LI.... ISchedul. II 1101 .00
11. Tot.l DaduOtlon' (111
12. Hat V.lue of T.x R.turn (121
15. Charltobl./Gov.r_t.l a._.bl Non-.laet... 9115 Trult. ISehedula J) (151
14. Hat Value of E.t.t. Subjaot te Tax 1141
NOTII If.n ........nt WI' i..u.d pr.viou.1Y, lin.. 14, 15 .nd/or 16, 17 Ind 18
rl'f'l.ct figur.. thlt includ. the totll crf 6IJ,. return. .......d to dlt..
ASSESSMINT OF TAXI
11;' _t of Line 14 .t Spouul r.ta (1& 1 . 00 )(' 0 O.
16. _t ef line 14 t.xobl. .t L1ne.l/Cla.. A ..t. (161 .00 M' 06.
17. _t of Line 14 t......l. .t CoUataral/Cl... 8 r.t. U71 52,500.00 )( .15.
la. Prlnclp.l T... Due UIl
nn....
52.500.00
.00
52.500.00
w111
.00
.00
7.875.00
7.875.00
-
TAX CREDITS I
PAYMENT
DATE
01-18-1996
04-27-2000
AItOllNT PAID
DISCOUNT I + I
INTEREST/PEN ~AID 1-)
2.016.55
10,437.45-
RECEIPT
IUCIER
AMNP EN
AA425528
.00
18,314.95
NOTE I AMNESTV NP
PENALTV ASSESSED
TOTAL TAX CRI!DIT
BALANCE OF TAX DUE
INTEREST AND PIN.
TOTAL DUE
7.877.50
2.50CR
.00
2, 50CR
. IF PAID AfTER DATE INDICATED, SEE REVERSE
'OIl CALCULATIOll 0' ADDITIOllAL INTEREST.
C IF TOTAL DUE IS leSS TIWl n. ND PAVIlENT IS IlEqIIIRllD.
IF TOTAL DUE IS REFLECTED AS A "CRllDIT" (CRI. YCIU NAY IE DUE
A REF"'. SEE "IVERSE SIDE 01' TillS F_ FOIl IIlSTRllCTI-.)
A",
u.s. OEPA,RTMENT OF HOUSING .nd URBAN OEVElOPMENT
SETTLEMENT STATEMENT
. ASSURED LAND
TRANSFERS, INC.
Third & Market Streets
P.O. Box 109
Lemoyne, Pennsylvania 17043-0109
OMB No, 260~'O;Ii;
T'TLEPAO
L""P,1n1
B. TYPE OF LOAN
'Ti I FHA
qlQ VA
6. FILe NIJMBER:
120296
6. MORT. INS. CASE NO.:
File #12051-1
1- .-.. ----- .
:: "OT'.. I hIS form la furnlah.d to glvo you. .Iolomonl of oCluol.olllomonl co.I.. Amounl. pold 10 .nd by Ih. '.lIlomont .g.nl.r. .bown, n.m. m.rkod
I '(p,o,o.)' w.r. p.ld oul.ld.lh. clo.lng: thoy .r. .hown h.r.tor Inlollootioool purpo.o. ond .ro nollnclud.d in Ih.lot.I..
roJ. NAME AND ADDRESS OF BORROWER: E, NAME AND ADORESS OF SellER: F. NAME AND ADDRESS OF LENOER:
Donald E. steiner Theresa Pyzikiewicz Patriot Bank
Carolyn E. steiner Executrix of the Estate
of Walter Filipkowski
(717) 761.4720
~. r'AOPERTY lOCATION:
Pl~n John Amsley, Sr.
291 Cranes Gap Road
North Middleton Township
CUMBERLAND County
H, SETl'LEMENT AGENT:
2. I ) FMHA
6. I ) CONV, INS.
11, LOAN NUMBE~:
3. I I CONV. UNINS.
P.O. Box 298
Pottstown, PA
19464
I. SETTLEMENT OATE:
Assured Land Transfers, Inc.
'"'PLACE OF SETTLEMENT:"
301 Market street, Lemoyne PA 17043
J. SUMMARY OF BORROWER'S TRANSACTION,
--..
100. Of,"," AMOUNT OUI FROM BORROWIR
101. Conlr.ct ..I.s prlo. --r.T2 500.00
102. P.rson.1 prop.rty
103. Sottl.m.n' charg.. 10 bOllow.r (lin. 14(0) 3594 . 28
104.
105.
AdJustm.nlS for It.ms paid by 801I.r In advanc.
106. C:1 IT N ,1 ,ax to
f-;'o;:-counlYllx 04/14/00l012/31/0( 329.05
lOS, A.....m.nt. '0
101. School U4/14/ UUlo UbI J U / Ul 322.98
110. 10
-
111.
-'.!!'.-
120. C1ROSS AMOUNT DUE FRDM BORROWER 136746. 31
200. AMOUNTS PAID BY OR IN SEHALF OF BORROWER
201. D.pollt or .arn.11 mon.y
202. Prlnclp.1 amounl of n.w lo.n(.)
203. Exlsling loan(.) lak.n lubj.ct to
'004,
1000.00
132500.00
>- -.
2l1a,
'00. S to B
201. Applc. Fee I.:reall:
208,
209.
04/14/00
K. SUMMARY OF SELLER'S TRANSAOTION,
"'.C1ROSS AMOUNT DUE TO SELLER
-;oI.Conlr.cllal.sprlc. 132500.00
m.P."on.1 prop.rty
~O'
40'1.
405.
AdJu.lm.nl. lor 118ml paid by soll.r In 8dvenc.
~06.CltylTowo tax to I
401.CountylIK 04/14/uUlo1;l/J1/00l 329.05
40..A.....m8nll 10 I
409. SChool 04/14/001006/31 322.98
4~ ~
411.
m.
420.C1ROSS AMOUNT DUE TO SELLER
100. REDUCTIONS IN AMOUNT DUE TO SELLER
soI.Exc... Ci.pollI (1..lnllrucllonl)
502.S.III.m8nl charg.s 10 soll.r (line 14(0)
'o'.Exlsllng loan(s) tak.n sUbJ.ct 10
504 Payoff of First Morlgag. Loan
133152.03
11678.04
50' Payoff 01 S.cond Morigag. Loan
2500.00 50a. S eo B
5.00 501.
501.
509.
Adju.lm.nts for II.ml unp.ld by ..II.r
"'10,01,/, ..'In tax to
211, County llll to
21'. An.llment. to
213. School 10
214.
216.
21r.
f:f" - --.
..<I. .
218.
21!"1.
136005.00
220. TOTAL PAID BYIFOR BORROWER
300. OASH AT SETTLEME~T FROM OR TO BORROWER
301. Gro.. smount duo from borrow.r (line 120)
_ '''' "mounl p.id by~or borrow.r (IIn. 220)
I "J c,s'Ii)OO_F~OM) ([ J,TO) BORROWER
/ J u,// 9:''/ tf.-
C' ~,~^. 0 _ n-~
BUYOIO~~~;:-
136746.31
1360lrn.OO
741.31
,
610.01lylTown IlK
511.County IlK
612.Aue..ment.
513 School
51~.
515
510.
611,
SUI.
518.
AdJuslm.nls for lI.ms unpaid by ..II.r
10
10
10
10
",0. TOTAL REDUCTION AMOUNT DUI BELLER
000 CASH AT SETTLEMENT TO OR FROM SELLER
'''.Gr08S omounl du.lo ..II.r (IIno 420)
'0' La," r.ducllon amounl due ..II.r (IIn. 520)
.0,.CASH (00 TO) ([ I FROM) SELLER
14178.04
13:1152.03
14178.04
118973.99
Sollor'. Slgnaluro
HUD'1 Mll~ 6,,86
.00