HomeMy WebLinkAbout95-00667
---
.'..10.
lislate oj Kathloon M. Oamolaki
,,'.m kllow" as ___
I)ETITION fOR PlmllA TE Ilnd GltANT OF LETTERS
&tR1
No.
To:
21-95-
Reglsler of Wills ror Ihe
/J,'e,'(/,m/. COUIlIY or Cumborlond in Ihe
Sod(/I Sct'llrity No. 473-22-5197 Conuuonweuhh or Pennsylvunio
The Ilethion or Ihe nnderslgned respectfnlly represenls Ihut:
Your pelitioner!s), who Is/ore 1 K yeurs or uge or older unlhe exeentJ.i1L
in the lusl will or Ihe uhove deeedenl, dnled November 15
und eodlcll(s) dUled
numed
,19l!.-
(Mille rclemnl dfL'III11\IIU1l.:C\. c,g. U.'lIIllldntlon. tlralh ur C\CClllur. etc.)
Deeendelll wus domiciled ul deulh in Cumhorlond
her lusl rumlly or principol residence Ul 6404 Glonwood
Hompden Township
Connly, PcnnsylVllnlu, with
Stroet. Mochonicsb~.
(11\1 \treel, Ilumhcr U1ulmundllnlil)')
Deeendelll,lhen 71 yeurs oruge, died AURust 27 .1995
UI Polyclinic Medicol Contor .
Except os rollows, deeedenl did nOlmnrry, wus not divorced und did nol huve n child horn or udopled
uner exeention or Ihe 11'111 orrered ror prohnle; wu, nOllhe viclim or u killing und wus never udjndleoled
ineompelelll:
Deeendenl 01 deAlh owned properly wilh csllmuled vulnes us rollows:
(II' domiciled in Po.) All personnl properly
(II' nO! domiciled in Pu.) Personal properly in Pennsylvnnia
(II' nol domiciled in I'u.) Personnl properly in COllllly
Vulne or reul eslnte in Pennsylvunin
situuled os rollows: 6404 Glonwood St
MochonicsburR. PA 17055
$90.000
$
$
$ 90, 000
WHEREFORE. pelitioner(s) respeelrully
prescnled herewith nnd Ihe SrAnt or lellers
Iheron.
request!s) Ihe prohale or Ihe Ius I 11'111 und codieil(s)
Tostamontarv
(IC\IIlI1lCl\lUr)'i lu.JmlnluTnlhlll c.I.a.; ndmlnlmllllnn d.b.Il,c.l.a.)
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:::,~ Patricia A. Rosondnlo
;~ 255 ltkk~12.alI
~~ Carli~ PA 17013
(0 717-243-9701
in
OATH 01<' PEI~SONAL UEPRESENTATIVE
COMMONWEALTH 01,' I>ENNSYI.VANIA }. 88
COUNTY OJ.' Cumberland
The pelhloner!s) uhove-numed swenr!s) or orri,m!s) Ilulllhe S1ulements Inlhe roregoing petition are
trlle und eor,eellO Ihe heSlOr Ihe knowledge nnd helieI' or pelhioner(s) und Iha. us personnl reprcsen-
Inlive(s) or Ihe uhove decedenl Jlelili~ner(s) will well und Irllly admlnlsler Ihc eslUle according 10 luw.
Sworn 10 '~.r .m",,,' "," '''"'''~.. ";:dr ~" ~. ~"
hel'ure me lIus 6TH ,~j; or Q..<<"1 \0- '"' ~~-~
~~_ 'I ~b.1}tJ:t; "', '.. PotricilLJ\. Rosendale ~
A C. LEWI S f'!.IJ. 1I"Ki-'I<'r ~
.:5q.-3
No. 21-95- 667
Estate of
Koth100n M. OBmo1Bki
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW Sentember 7 . 19--..2.5.-, In consideration of the pelllloo on
the reverse side hereof, sotlsfoctory proof hovlng been presented before me,
IT IS DECREED Ihollhe Instrument(s) doled Novemh..r I ~. I q74
described therein be odmlllcd to probale and filed ofrccord as the 1051 will of Kothleon M. OBrnolski
and Letters TeRtnml!ntnry
are hereby granted to Pa tricia A. ROBendolo
FEES
Probote, Lellers, Etc. ......... $ 235 .00
Short Certlncoles(6) .......... $ 18.00
Ren.unclotlon ................ $
X-page $ 3.00
JCP 5.(l(}
TOTAL _ $ ?fi1.no
Filed ..... .gP.1~~~.E.~ .7). .m~..... ....
'7IffA't.~IJ.'rT; ~uj[)lJ7f& f)~ .
! Rosl.to, o{WIII. 'n
MARY C. LEWIS
IRWIN. McKNIGHT & HUGHES
RORor B. Irwin (06282)
ATTORNEY (Sup. Ct. 1.0. No.)
60 WOBt Pomfrot St.. Corlia10. PA 17013
ADDRI!SS
717-249-2353
PHONE
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1M;'!' \~rr,[. ^NIl 'l'l:H'l'^MI:NT
I, M'1'JI[,m:N M. OS~IOJ.'lKI. or thl! TOWIIHhlp or lIumpdl!II, County of
Cumberland and Commonwealth of PennRylVllnia, bl!lll~ of Bound and dis-
pOBing mind, memory and ullderstanding, do make, publ:lsh and declare
this as and for my Last \~HI nnd Testnml!nt, hereby revoking and making
void all former wills and codicils by me at any time heretofore made.
.
FIRST. I order and direct that nll my just debts and funeral
expenses be poid by my Executrix or Executor, as the case may be,
here.tnafter named, as soon as conveniently may be done after my decease.
SECOND, I g.tve, devise and bequeath all the rest, residue and
remainder of my Estate, real, personal and mixed, whatsoever and
wheresoever situated, in equal shares unto my two (2) children, namely,
PAUL K. OSMOLSKI and P^TRICIA ^. ROSEND^LE, share and share alike,
absolutnly and in fee simple.
THffiD. If either of my said children should predecease me and
leave lawful issue to survive me, I order and direct that the share or
J'X-
interest of any such deceased child under Item Second above shall be
distributed unto the lnwful issue of such deceased child per stirpes
by representation and not per capita.
FOURTH, I nominate, constitute and appoint MUPlIIN DEPOSIT
TRUST COMP^NY of Harrisburg, Pennsylvania, to be the Guardian of any
property which passes under this, my Last Will and Testament, or
otherwise, to any minor beneficiary, said Guardian to have discretionar
power and authority to expend both income and principal for such minor'
maintenance, support and education.
lASTLY. I nominate, constitute nnd appoint my dnughter, namely,
LAW orncla
MARTlON AHD _NUIAKIR
P^TRICIA A. ROSEND^LE, to be the Executrix of this, my Last WIll
and Testament, but if for any reason she should fail to qualify as
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such Executrix or cesse so to serve, then ond in that event, I nominate,
constitute and appoint my son, namely, PJ\U[, K. OSMOTllKI, to be the
Executor hereof, each to sel've without bond.
If both of the above named individuals should fail to qualify
as my personal represcntative hereunder or cease so to serve, then
and in that ultimate event, I nominate, constitute and appoint DJ\UPHIN
DEPOSIT TRUST COMPJ\NY of HarrIsburg, P'!I1nsylvania, to be the Executor
of this, my [,ost IHll and Testament.
IN WITNESS WHEREOF, I, KNl'H['EEN M. OSMOr1lKI, have hereunto set
my hand and seal to this, my Last Will and Testament whicll consists
of two (2) typewritten pages to each of which I have affixed my
signature this 16 rJ!. day of Noveri1ber.,J\. D., One Thousand Nine
Hundred Seventy-four (19711).
j;(at:,ikn 7?l~L
(SEAL)
The preceding instrl~ent, consisting of this and one (1) other
typewritten page, each identIfied by the signature of the Testatrix,
was on the date thereof signed, sealed, published and declared by
KIITHLEEN M. OSMOr1lKI, the Testatrix therein named, as and for her Last
Will and Testament, in the presence of us, who, at her request, in
her presence, and in the presence of each other, have subscribed our
names as witnesses hereto.
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LAW O'F1CI_
, MAAnON AHD 8HtUlAlCl"
21 - 95 - 667
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscrlblll8,~lIness 10 the will presented herewhh, (~)- elng duly qualified according to
law, depose(s) and saY(S).thal // present and saw
'~._, /
Ihe tesla! , sign Ihe same a~dlha
requesl9f leslal-In " zrese
olher subscribing wllness(es)).
Sworn to or ornrmed and,pu scribed before
me this /' day of
/ 19
/ -
/
Register
signed as 0 wllness at the
a d,(ln the presence of each other) (In Ihe presence of Ihe
Name)
(Name)
(Address)
REGISTER OF WILLS OF Cumberland COUNTY
OATH OF NON.SUBSCRIBING WITNESS
RORer B. Irwin and Marcua A. McKniaht_ TTT
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) Ihal
they are fomlllar wllh the slgnalUre of Kothloon M. Oomolaki
~I
lestal rix of 1\(tIIl6....'.~".."*lbhlt.Wltft6..6"'~ the will
thai
each
Kothleen M. Oamolaki
to the besl of .hpi,. knowledge and belief.
Sworn to or arnrmed and subscribed before
me this 6TH day of
Cj9
presented herewhh and
"WtIM~
believes the signature on the will Is in the handwrlllng of
rwin (Name)
(Address)
., Corlialo, PA 17013
7013
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CERTIFICATION OF NOTICE UNDER RULE 5.6(0)
Name of Decedent:
Kathle.enM.Osmolski
Date of Death:
AultUst 27. 1995
Estate No.:
21-95-0667
To the Register:
I certifY that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
Se:ptember 14. 1995
~
Address
Paul K. Osmolski
Patricia A. Rosendale
100 Cherty Street. DillsburlJ. P A 17019
255 HickOlyRoad. Carlisle:. PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none
Date: 0911419S
'3. d--.-
Nome Rooer n, Irwin
Addrcu 60 west Pomrret Street
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Telephone 17171 249-23S3
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PcnJOIIlll RcprcscnI4Uve
COIWCI ror PcnJOIIlll Rcprc:senI4Uve
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS COUNTYCOOE
OECEDENT'S NAUE (LAST, FIRST, AND MIDDLE INITIALI DECEDENT'S COMPLETE ADDRESS
Osmolski Kathleen M. 6404 Glenwood Street
SOCIAL SECURITYNU"OER OATE OF DEATH DATEOF SIRTH Meehsnlesburg, PA 17055
473-22-5197 08/27/1995 01/07/1924
REV - 1500 EX 1(7.14)
FILE NUMBER
FOR OATES OF DEATH AFTER "/)1191 CUECK HERE
IF A5f'OUSAl.
,.
co"~mt.~~.'1l\\Orl.fl1.l1vJxANIA
H"RRlsH6~t.~.ffi'i~-.060 I
21-95-00667
Coun
Cumberland
AMOUNT RECEIVED (SEE INSTRUCTIONS)
0.00
(IF APPLlCA8lE}SURYIVINQ SPOUSE'S NAME (LAST,FIRST AND MIDDLE INITIAL)
SOCIAlSECURllY HUMDER
X 1. Original Roturn
Llmitod Estete
2. Supplomontal Roturn
41. Future Inl.r.st Compromise
liar det.. 01 doelh ettor 12-12-82)
Oeced.nt Died T.stat8 D 7. Oec.dent Maintained a Living Trust
(Al1ach co 01 WillI (Attech 0 co 01 Trusll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD 8E DIRECTED TO.
YEAR
NUMBER
CAB
~ ~ ~ 4.
C Ii C
K 0 K 'XlI.
P S ~
De.
o 8.
Remainder Relurn
liar detos 01 doeth prior to 12-13-82)
Fed.ral Estale Tall Relurn Required
Tatal Number of Sal. Deposit Saxe!
C P
o 0 NAUE
R N
~ ~ Ro er B. Irwin
S N TELEPHONE NUUBER
- T 717-249-2353
1. Roel Estato(Schodulo A) 1
2. Stocks end Bonds (Schodule B) (2)
3. Closely Hold StocklPartnorshlp Interesl (Schodule C) (3)
4. Mortgegos end Notos Rocelvsblo (Schedulo D) (4)
5. Cesh. Bank Doposlls & Mlscellanoous Pononal Proporty (Sch, E) (5)
I. Jointly Ownod Proporty (Schedule F) (6)
7. Trens'ers (Schedulo G) (Schodule L) (7)
8. Total Gross AssolSlIotol Lines 1-7)
9. Funeral Expenses, Administrative Casts, Miscellaneous
Expensos(Schedule H)
10. DobIS. Mortgago Llablllllos. Lions (Schodulo f)
11. Total Deductions lIotal Llnos 9 & 10)
12. Not Valuo 01 Estate (Llno 8 minus Line 11)
13. Choritable end Govornmantal Boquests (Schedule J)
14. Not Veluo Sub ocl to Tax (Line 12 minus Line 13)
15. Spousal Translo.. liar detos 01 doath attor 6-30-94)
See Instructions far Applicable Percentage an page 2.
(Include values Irom Schedule K or Schedule M,)
18. Amount of Line 14 taxable at 6'/, rate
lIncludo voluos Irom Schedule K or Schodule M,)
17. Amount of Line 14 takable at 15'/. rate
(Include valuos from Schedule K or Schodulo M,)
lB. Prlnclpel tax due (Add tax from Line 15. 160nd 17.)
19. CreditslSp Poverty Prior Payments Discount Interest
0.00. 0.00. 495.80 0.00
20. II Line 19 is groator than Line IS. onler tho differonco on Line 20. This Is Ihe OVERPAYMENT.
~ D ICheck her. If you ar. reque.tlng I refund 01 your overpay!!!!!!!:J
21. II Line 181s groator than Line 19, onler Iho differonco on Line 21. This Is the TAX DUE.
A. Enter thelnte"sl on tho balance due on Line 21A,
B. Enter tho total 01 Line 21 and 21A on Llno 21B. This Is tho BALANCE DUE.
Mak. Check Pe ebl. to: R. leter 01 Wlllo. A ent
.. .. 8E SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH . .
If ptna 1..0 P41f UIY. K ,.rel.l .11. examl I s 'etUfn, nc UCI ng IIccomp'rI)' ng K .. II It"lfMnts, Ind to 1 e .10 my now ql. lie , I I Uu..
COffK11nd complllll, decl.,. th.l.lI re.llIlll. hIS bMn repofted.1 true mAl'kel 1I.lue. Decl.flUon 0' plep"lr olher Ihln Ihe peraoRlI rlpresenllUllel. bned on .lIln'ofmaUon of
which pr'plltr h...ny knowledge.
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COUPLETE UAlLlNQ ADDRESS
IRWIN, McKNIGHT & HUGHES
60 West Pomfret Street
Carlisle PA 17013
1 O.
None
None
None
50,065.97
30,998.15
None
(8)
(9)
26,635.07
(10)
2,163.54
(11)
(12)
(13)
(14)
(15)
0.00 X
=
(16)
165 ,265.51 X ,06 =
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(17)
0.00 X ,15 :
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(18)
(19)
(2D)
(21)
(21A)
(21B)
SIQNATUREOFPERSON RESPONSlSLE FOR FILINQ RETURN Patrie Is A. Rosendale
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S1QNATUREOFPREPAREROTHEljTHAN REPRESENTATIVE IRWIN, McKNICHT & HUGHES
/1/1- /3. ~ 4iI; 60 ~!'_~':_?_'!'!'~F_~':.!i.""~!'_"_...._____.....__________.___
. Carlisle, PA 17013
COpyflqht( 1 fOlm sollwll. only CPSY'lem_,lnc,
194,064.12
28,798.61
165,265.51
None
165 265.51
0.00
9,915.93
0.00
9,915.93
495.80
0.00
9 ,420 .13
0.00
9,420.13
DATE
'.lJ Z't \ q:S"
DATE
"/~y(9"
FOfm 1500 tR.y, 7.94)
Act '48 of 199-4 provides for the reduction of the tax rates Imposed on the net value of transfers to or for
the use of the Spouse. The rates as prescribed by the stalule will be:
e3% (.03) will be applicable for estates of decedents dying on or after 7/1/9-4 and before 1/1/96
e2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97
e1% (.01) will be applicable for estates of decedents dyIng on or after 1/1/97 and before 1/1/98
eSpousal transfers occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS,
YES NO
1. Old deced.nt make a transf., and:
L r.talnthluslarlncomeoftheprapertyltlnsf.,red.. . . . .. . . " . ... . . .. . . . . .. . . ... . ... . .. X
b. r0181n Iho right to doslgnete who shell use Ihe properly 1l0M!orrod or lis Incomo. . . . . . . . . . . . . . . . . . . . . . X
c. r.talna r.v.rslonarylntlrlstlDr . . . '" . . .. . . . . ." . '" . ." . '" .. . . .. . . '" ... . .. X
d. recol.etha promise 'or Ufe ololther peymonts, bonollls or cere7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
2. 1/ doelh occurred on or bolore Docembor 12. 1982. did decedont within Iwo yeers plecodlng doelh
translor proporly wllhout receiving adequete consldoreUon? 1/ deelh occurrod ellor Oocombor 12.
1982. did docedontllenslor properly within one yeer 01 doelh without rocolvlng edoquelo
consldoreUon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
3. Dlddocedentownen1nwsUor.benkeccountethlsorhordoeth?............................ 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.
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Copyrtghl (c) 11H form IOftw.t. onl>' CPSysteml, lne.
,..... 1500 (ROY, 7-1<)
REV - 1102 EX + 112-05'
cO"'I',J1IllXI:~!J.II"lJ'.e'iM~.'lhYANIA SCHEDULE A
"1l1i811m1t'bmlJiiolY'" REAL ESTATE
ESTATE OF FILE NUM8ER
Kathleen M. Osmolski SS# 473-22-5197 08/27/1995 21-95-00667
(Proporty JalnUy-awnod with Righi 01 Survlva..hlp mual bo dlaclaaod an Schodulo F) All ,oal oatato ahauld bo 'opartod ol'al, ma,k.. valuo
which la dollnod u Iho prlco al which p,oporty would bo o.changod botwHn 0 willing buyo, ond 0 willing aolla" naltho, bolng campollod 10
b a, aoll, bath havln ,_anobla knawlod 0 of tho relavant loeta.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
113,000.00
6404 Glonwood Street,
Mechanicsburg, Hampden
Township, Cumberland County,
more particularly described
in Deed Book "Y", Vol. 19,
Page 1080. Lieting
Agreement with eM Detweilor
attached.
TOTAL (Also anto, on Uno 1. Roco hulallanl
(II ma,a apecols neodod, Insort addlllonal.hHIS arumo .Iza.)
CopyTlfhl(c) 1114 '"""oo'twato only CP.yol.....Inc.
. 113 000.00
F""" 1500 Sc"- A (R...12-15)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
REV. 1I00EX + 12.171
COlAtl.Ii_WJOCIPAH'A
ESTATE OF
Plea.. Print or T .
FILl NUMBER
21-95-00667
Kathleen H. Osmol ski
(All ro a
ITEM
NUMBER
1
10
550 473-22-5197 08/27/1995
oint owned with RI ht 01 Survlvollhl muet be dloclooed on Schedul. p)
DESCRIPTION
Commerce Bank, Time Deposit
07491 (confirmation
attached)
VALUE AT DATE
OF DEATH
21,009.93
2
Commsrce Bank, intsrest on
Time Dsposit *7491
610.27
3
Dauphin Dsposit Bank & Trust
Company, Certificate of
Dsposit 08100309590
(oonfirmation attached)
2,420.75
4
Dauphin Depoait Bank & Trust
Company, cheoking account
00065497694 (confirmation
attached)
3,084.98
5
Dauphin Deposit Bank & Trust
Company, interest on
checking acct. 00065497694
1.06
6
Dauphin Deposit Bank & Trust
Company, interest on CD
08100309590
33.43
7
Newspaper cancellation
refund
14.10
8
PNC Bank, N.A., Cortificate
of Doposit #0453220111131
(confirmation attached)
16,000.00
9
PNC Bank, N.A., interest on
CD 00453220111121
45.45
Procesds of Public Sale held
10/12/95 by Brickers Auction
6,846.00
TOTAL (Also onlo' on Une 5. Roce bulatlonl
(Al1ach addllJonal8 112' x 11' .boels W mora .pecols n.odod.)
Copyrtght (c) 1m farm aoftwll' onty CPS)'ltlmt,lnc.
. 50 065.97
Form 1500 Schodulo E (ROY. 2.17)
. REV.. 110t EX + (12-18)
COllmmnm41bU,WhYANIA
ESTATE OF
Kathloen M. Osmolski 55# 473-22.5197
SCHEDULE F
JOINTLY-OWNED PROPERTY
08/27/1995
FILE NUMBER
21-95.00667
Jolnll.nent{e),
A.
NAME
Patricia A. Rosendale
ADDRESS
255 Hickory Road
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
daughter
B.
C.
Jolntly-ownod prop.rty.
ITEM LETTER DATE TOTAL VALUE DECD'S DOLLAR VALUE OF
FOR MADE DESCRIPTION OF PROPERTY
NUMBER JOINT OF ASSET % INT. DECEDENT INTEREST
TENANT JOINT
1 A 10/1994 Dauphin Deposit Bank & Trus 10,000.00 100.00X 7,000.00
Company, Certificate of
Doposit #8100484287
(confirmation attached)
($3000 annual exclusion
taken because transfer made
in 1994)
2 A 10/1994 Dauphin Deposit Bank & Trus 4.52 100.00X 4.52
Company, interest on CD
1/8100484287
3 A 03/1988 PNC Bank, N.A., Certificate 37,863.18 50.00X 18 ,931. 59
of Deposit #1153270096344
(confirmation attached)
4 A 03/1988 PNC Bank, N.A., interest on 5,106.33 50.00X 2,553.17
CD #1153270096344
5 A 03/1983 PNC Bank, N.A., aavings 5,009.22 50.00X 2,504.51
account #5130087303
(confirmation attached)
6 A 03/1983 PNC Bank, N.A., interest on 8.71 50.00X 4.36
savings acct. #5140087303
TOTAL (AI.o enle. on Iln. 6. ReceDllulallon) 30 998.15
(If more .p.cols noodod. In.en eddltlonal,h..1S 01 .eme ,Ize,)
CopytSght (c) '"4 'Ofm IGttw.,. onI)' CPSY".IIII,Inc.
Form 11500 Schodule F (Rov. 12-18)
t~
,
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
OEVol." Ell, (7.U)
COlA~.nm~MbYANIA
ESTATE OP
'!;
Kathleen
ITBM
NUMBER
A.
B.
C.
Pl.... P,lnto, T .
PILE NUMBER
21-95-00667
M. Oemoleki
SS 473-22-5197
08 27 1995
DESCRIPTION
AMOUNT
1
Funo'alExp.n....
Olive Garden,
luncheon
86.95
funeral
2
Myers FUneral Homs, Inc.
6,607.40
1,
AdmlnlatralJ.. Coate.
P...onel R.pr.slntaU.1 Commissions
Social Security Numbo, 01 P...onel Roprosontativ.:
V.., Commission. p.1d waivod
0.00
z.
Allornoy F..s
Irwin, McKnight & Hughes
9,800.00
3.
FlmIIy Exompllon
Claimant none
Addrou of Claimant ., doc.dont's d..th
Stroat Addrou
City
0.00
R.lallonahlp
Stale
Zip Cod.
4.
Prob.t. F...
261. 00
1
MI...llanooul Expln.ul
RESERVE for realtor
commission (7X) and realty
transfer tax (lX)
9,000.00
2
CH Detweiler, real estate
appraisal
100.00
3
Camp Management Associates,
houee cloan/prep. for ealo
539.26
4
HB MoClure, plumbing repairs
to house
160.14
5
Miscellaneoue itoms for
house repairs
33.32
(see continuation schedule attached)
Total of Continuation Schodule s)
47.00
TOTAL (Also .nto, on Uno 9. Race ltulallon)
(II more .p_l. n........ In..rt.ddllJonal .h_ 01 um. .Iz..)
Copyrtghl (e) ,.... fann 101tw.,. Dntt CPSytIMII. Inc.
. 26 635.07
Form lSOOSchodulo H(R... 7-Ul
, n_
- - -, - -
- - .
"-"v:,~ ~'f::'it;'~ :- ;l:.-~'""i :.t:~'g~'~'~-':~~-.:r [i'-'~~:('" '
Estats of; Kathlssn H. Osmohki
ssg 473.22-5197
08/27/1995
CONTINUATION SCHEDULE
Continuation of Schedule H-C
ITEM
{1
DESCRIPTION
AMOUNT
6
Notary Public fees
Resister of Wills, filins
fee
10.00
7
25.00
8
Resister of Wills, short
certificetes
:ci
12.00
...............
47.00
, - ~
,
.
tk-
lAST WJl,L AND TCSTAHENT
J I I<ATIILCEN H. OSHOLSKJ. of the Township of lIampden, County of
Cumberland and Conmonwealth of Pennsylvania, belnll of sound ond dla-
paslng mind, memory and underetsndlnll, do 818ke, publish ond declare
this nB and for my Last Will and Testament, hercby rcvokinll ond msklng
void olt former wills and cod:fcJls by me at any time heretofore made.
J:.!!!!!!. J order ond direct thot 011 my just debts snd funeral
expenses he poJd by my CXl:!cutrlx or Executor, OR the case may be,
hereinafter named, os 800n 8S conveniently may be done after my tleceose.
m;!;!lliQ.. J Illve, devlso ond bequeoth 011 the rest, residue ond
rcmnfnder of my estate, real, personal pod mixed. whatsoever and
wheresoever situated, in equal shores unto my two (2) children, namely,
PAUL K. OS~IOLSKI ond PATRJCIh A. ROSENDALE, shore ond ohore oUke,
oboolutely ond in fee oimple.
!!!!!ill. If either of my on.ld chUdren should predeceose me ond
leave lawful Jssue to survive me, I order Bnd direct that tl\c shore or
.Interest of ony such deceased chUd under Item Second obove "hall be
distdhuted unto the lawful Issue of such dec"ancd child per ntirpes
by representation ond not: per capito.
FOURTII. I nomlnote, conotltute ond oppolnt IJAUl'IlIN IJEroSIT
TRUST Clll'IPANY of lIarrlsburll. Pennsylvonlo. to he the Guordion of ony
property which posses under this. my Lost Will Rnd Testament. or
othcrwfscl to any minor beneficiary, said Guardian to hove discrctiollor
{lowcr nnd authority to expcnd both income and principal for such minor'
maintenance, Rupport and education.
~. I nominate, constitute and appoint my daughter, namely,
PATRICIh A. ROSENIlAr.E, to be the ExecutrIx of th.IB. lilY roaot Will
........o,ncu Dnd TCRtnrnr.nt, but jf for nny rCOBoll she should folt to qualify os
"'''''''0'',,"0.111'''''1111
such executrJx or ceBSO so to scrve, thon anllfn that avent, I 1I0111fllate,
constftute onll nppoint my son, nomely, I'^ur~ K. OS~1CHSKr. to he tho
executor hereof, each to serve wfthout bond.
If hoth of the nhove named indiv:lduals should foil to qualify
oB my personal representative hereunder or ceaso so to BOl'VO, then
ond in that ult:lrnate event, I nominete, constitute and eppoint nAUPHIN
ncroSIT TRUST CO~IP^NY of Horl'ishurg, Pennsylvania, to he the Exeeutor
of this, my Last Will and Testament.
IN WITNESS WHEREOF, I, J<ATHLECN N, OS~lOlSKI, have hereunto sct
my hand and seal to this, my r.nst lUll and Testament which consists
of two (2) typewritten pagos to eaoh of which I hove nffixed my
signature this Iii ~ dey of Novombor, ^. n.. One Thousand Nine
Hundred Seventy-four (1~.L " d/' /,.
/\{!.i!:'/:N-J.? 7?l'~~"
(SEll I,)
The precedJng instrument, consisting of this nnd one (1) other
typewritten poge, each :Identified by the sjgnnture of the TestntrJx,
was on the dote thereof signed, senledl published nnd declared by
J<ATHLEEN N. OS~IOlSKI, the Teststrix therein named, ns and for hel' r,ast
\1/111 nnd Testament, in the prosel1oe of liB, who, at her requcot, in
hor preAencc, nnd in the prcs(!l1cQ of each other, hnve subsorJbed OUl'
nomos DO w1 tllCBOCO hereto.
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C.M. Detweiler Realtor.
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DECEDENT NAME:
DATE OF DEATH:
SOCIAL SECURITY NO.:
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
-' OTHER INFORMATION:
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
KATHLEEN M OSMOLSKI
AUGUST 27. 1995
473-22-5197
CD
0453:12U111121
KATHLEEN M USMULS~I
U5-09-95
$16.UUO.00
$45.45
$246.01
CD
1153270096344
KATHLEEN M OSMOLSKI
PATRICIA ROSENDALE
U3-14-88
$37,1163.18
$5,106.33
SVG
51300873U3
KATHLEEN OSMOLSKI
PATRICIA ROSENDALE
03-31-83
$5,009.22
$8.71
$75.61
l
I
STOCK INFORMATION CAN BE OBTAINED FORM CHEMICAL BANK
AT 1-800-982-7652
'rt;~~"
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I lJ,~AA'082~4~. COM~N:.~::,~:.::::.5YLVANIA
I loJ:,'f.... ;~"I. ;" . . OFFlc;lAL RECEIPT !t PENNJ,VLVANIA INHERITANCE AND ESTATE TAX ...
I ~
RECEIVED FROM: C2 ASSESSMENT P:' AMOUNT
' II CONTROL 1:1
NUMBER
IRWIN ROGER B ESQ
60 W POMFRET ST
101
.9,420.13
CARLISLE, PA 17013
-'OIOHUf
ESTATE INFORMATION, '
!'I FilE NUMBER
"II 21-199:5-0667
EJ NAME OF DECEDENT (IASTI
II DATE OF PAYMENT
EJ POSTMAR
COUNTY
SSN 473-22-:5197
(FIRSTI (Mil
DATE OF DUlH
SEAL
PATRICIA A ROSENDALL
C/O ROGER B IRWIN ESQUIRE
CHECK" 23
m TOTAL AMOUNT PAID
.9, 42Q~
REMARKS
REGISTER OF WILLS
VZ
RECEIVED BY ~ {1. ~ p.Pt/
SIONA r
;!I'l-'l.h<- i;,ry
MARV C. LEWIS. '?
REGISTER OF WILLS
--------------------~~~------------------~------~
. U 4 r, ~ i
.1 ,'~:; >\
'. .-. --, ...
Y.
7. ~--
,-:.,...
\,
j
REV-1547 :X AFP (12095*
cotlttQfrftl\AllH OF PENNSYLVANIA
DEPAATHENl Of' REVf;NUE
IUREAU W' IHDIVIDUAL TAIIES
DEPT. UUOl
HARAlSl\IAQ, Pi 11111.0601
/5 5'-1-3
ACN 101
NOTICE OF INNERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE 04-08-96
D FILE NO,
DATE OF DEATH 08-27-95 COUNTY CUM8ERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAVHENT TO THE REOISTER OF WILLS. HAXE CHECX PAVABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
ROGER B IRWIN
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013-1429
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
_t R_ltted
CUT ALOND THIS LINE ~ RETAIN LDIIER PORTION FDR YOUR RECDRDS ~
ii'{Y=is47-iX"Aiip""m-:9Si""iiiffici--ciji"x-tiHiiiifANCE-YAin-pPRA'isiiiiii'r;-m.-ciiiANci-iili-mm-----m--
DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX
ESTATE OF OSMOLSKI KATHLEEN M FILE NO, 21 95-0667 ACN 101 DATE 04-08-96
TAX RETURN WAS' I I ACCEPTED AS FILED I XI CHANCED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool Eetoto ISchodulo AI III
2. Stocke one! Bonde ISchodulo BI 121
S. Claeol~ Held Stack/Portnorohlp Interoet ISchodulo CI ISI
4. Hortaoau/Hotoe Rooolveblo ISchodulo DI 141
5. Coeh/Bonk Dopoelte/Hloc. Poreanol Prapart~ ISchodulo EI ISI
6. Jalntl~ Owned Praport~ ISchodulo FI 161
7. Tr-naf.rl .Schedule QJ (7)
8. Total A...t.
109.000.00
.00
.00
.00
50.065.97
30.998.15
.00
IBI
190,064.12
APPROVED DEDUCTIONS AND EXEHPTIDNS:
9. Funeral Expen.../Ad.. Caata'Hila. EMPan... (Schedul. H) (,)
10. Debh/Hortaoao LlebIIIU../LJone ISchoduIo II 1101 2.163.54
11. Tatol Deductione 1111
12. Net Value af Tax Return (12)
15. Ch.rlt~l./Cov.rn.ent.l aequa.t. (Schadule J) CIS)
14. Hat Volu. af Eetoto Subjoct ta Tox II'll
NOTE: If.n ......m.nt w.. i..u.d previou.ly, lin.. 14, 15 .nd/or 16, 17 .nd 18 will
r.fl.ct figur.. th.t include the tot.l of ~ r.turn. .......d to d.t.,
ASSESSHENT OF TAX:
15. Aaount of Line l~ .t SpauI.1 rat. (15)
16. _t af Llno 14 toxeblo et Llnool/Cloee A roto 1161
17. ~t af LIne 14 taxable at CollataraI/Cl... 8 rata (17)
18. Principal Tax Due
26,355.07
:JA.lt1A ;;'1
161,545.51
.00
161,545.51
.00
161, 545.51
.00
X,OO.
X.06.
X .15.
lIB)
.00
9,692.73
.00
9,692.73
TAX CREDITS:
PAVHENT
DATE
11-27-95
RECEIPT
HUllBER
AA082348
DISClMlT 1+ I
INTEREST I-I
484. 4
AHOUNT PAlO
9,420.13
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TDTAL DUE
9,904.77
212.04CR
.00
212.04CR
· If PAID AFTER DATE INDICATEO, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN 'I, NO PAVHENT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS. I
u./
..y'!",........
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEAATH Of PENNSYlVANIA
DEPARTMENT Of REVENUE
IUQAU 0' INDIVIDUAL TAXII
DEPT. 210601
HARRISBURG. PI. 17121,OlAlI
DECEDENT'S NAME
filE NUMIER
Kath1eon Osmalakl
219~-o667
AC
101
SCHEDULI
ITEM
NO.
EXPLANATION OF CHANGES
A
I
The value of the }'eal l!at,at,c .Is. decruudf.ro,m$llJ,O()O.. ~~..HQ?"OQJLII.s,..tl~l!
'rlieuTi:'of settlement sheet aubmltted to Oepartllont.
H
C-l
,."",.
Re'i1iicj,dto $8 ;720 per Ya1u'eIJ' reported on B"tt 1elllent' ah'eet;-----.... ,-,... .. ,.
~~-~. ~--- _.. ~ ~.... ....-.,. ., ".~ - - . - - -'~.+ -.--. .-. --~~ ,,- ~.--- .... .-- --'.~ -'-'--." ._--.-- ,
~._._.. _~_'._____....'___~ ._.._~_....~ __........ _.. > u.... _.'__"__ __ .__ ....... ..._,___., ." ..._, '. _..". ,... <~~ ... "'C ~--..__ ~,_.'~. _..,..__.".~~-_.~.-_.. ~~......_~~-----~-
_. _.~ ___.~~____."..~ __ _._V~~',.~.. __~.. _~_,_~ ~ .._. .,____.. _~.__." ..~_____ ___~___~....___~_._ _..--,- . - --...."'--.....-.. ---~- ----.-----
.~____...__,~______~~__~._~~_.~.. -~_. .-.--~---..-.. _ ---~~.-..~--~-~..+----~ --~ _.~ ..,--.~.....--..,....-~-+-"^'......J1:'~--~----- -- .~.
_. ~__~ _ h ..~._____.....___ ..'_____,,_.~_~.~_.~_.__.__ -'______.__._..~ ._--~~,~...-_.__._.~-._-,~-~-------.,---.--........---'---------------'-'--~-
_~_._~_~ .__~.____~___~ _.__.____ .._____k__._.,~.~."..~ ."._"....~_.. _ .,......"..',__..., _...........__,._~____._.....___________________~~~__.'____. --
,--------- -~.. -. _._'._----._-~"-"--- -..- >>.--., ~,.._._--_._-- ~"'-.-" - --------------_......---------~.__..._._---_._---- -_..-
-.. ..--~-~--------------._---'".-., - -"~- .~-~.-~'.'-..-.---.., ----.--~-~--.,,.-----_..._~------.:....-........ L)c:.~-------~-~~--...---'~- ~- ---
._____~......___,~. ..__ _..~N'.VC'" _.'_' _--o_,,'..~.. ...____ ._..__~__._________.__ ._____.____ __~,~._~__.._ '..__.________~~+"'r____._.__., ."--- -...--
. ,.- -..-........ -, _.".- --,-_.~---- .---.-._>._.__._-------~---~-.,-- ,.... .-- - ._....._,~- - ._~- ,., '. -..,.-*--_._-------------_._--_._-----,."
.... "-','1'"
___.____._~,_._~...~ ___._..____.. ____ _ _ ___., _ ._._._.__,._._ __.._,. ._.,_". ,_._. 'C"_,'_ "._.~._.__.____._________________._.___.~_._ -____..__,
__. __..~ ."" ._' _~._,.._.~_..~.~..... ._~._.______. _ __.__.__ "C__'T_"'_"__'~' ,....,. .. _.~...,._..<._, _-. ...__..~__...._______.________~_~_______~_~_..~_.___~_____. ....,.
.. _~__ ..._>_T.________._.___,___~.____._._ ~__" ....._.__ _ _ -- --..- ~--.-. -...-~__,...___..,-.____________.__~.,__~._~.____~_ ------,~-...--".-..- - ....- --. .
___._..___.____u__. ,...~_____._,~'._"..<'~_ _~.......-. . ,., "'P _r __ ..____._.__________~_.___'.._,._.__._.__.__..~,,~__._..___.-.---.. -----,--...- ----. .,-. -.- , ...
TAX EXAMINER,
Ilnrclo Sllbormnn
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*'
COMMONWEALTH OF PENNSYLVANIA
DEI'ARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD DR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
BUREAU OF INOIVIDUAL TAMES
INHERITAHCf fAM DIVISION
DEPT. ZlD601
HARIUSlURO, PA 11121.0601
In.1U.UU'III.'"
PATRICIA ROSENDALE
255 HICKORY RD
CARLISLE
04-24-97
OSMOLSKl
OB-27-95
21 95-0667
CUMBERLAND
473-22-5197
96106103
Allount R...lU.d
KATHLEEN M
PA 17013-0000
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALDNG THIS LINE ~ RETAIN LOWER PORTION FDR YDUR RECORDS ....
.........-------.-----.----.---.---.----.-----------------------------------------------------------------------
REV-1604 EX AFP (03-971
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 04-24-97
ESTATE OF OSMOLSKI
KATHLEEN M DATE OF DEATH OB-27-95
COUNTY
CUMBERLAND
FILE NO. 21 95-0667
ADJUSTMENT BASED ON:
S.S/D.C. NO. 473-22-5197
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
96106103
FINANCIAL INSTITUTION: PNC BANK
ACCOUNT NO. 21001029576
TYPE OF ACCOUNT, () SAVINGS () CHECKING ( ) TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 03-14-93
Account Balance .00 NOTEt TO INSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTIDN
Amount Subject to lex .00 OF THIS NOTICE WITH YOUR TAX
Debts end Deductions .00 PAYMENT TO THE REGISTER OF WILLS
Texsble Amount .00 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .06 MAKE CHECK DR MONEY ORDER PAYABLE
Tax Due .00 TO: "REGISTER OF WILLS, AGENT,"
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 00
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST.
I IF TDTAL OUE IS LESS THAN n. NO PAYNENT IS REQUIRED. IF TOTAL OUE IS REFLECTED AS A "CREon" ICRI.
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTOUCTIDNS.I
BUREAU OF INDIVIDUAL TAMEI
n..:"IUHCl IAI OIVIIION
DlPI. UU"
tWtI I IIUlO , PA IIUI'DU1
'54-)
I~ COMHONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCDUNT
IU.lIl1l1 '''UI.Ul
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PATRICIA ROSENDALE
255 HICKORY RD
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-14-97
OSMOL SKI
08-27-95
21 95-0667
CUMBERLAND
96106103
KATHLEEN M
A.ount R..ltt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TDt
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEl To Inlur. proper credit to your account, lubalt the upper part Ian of this far. with your t.K pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiv: u,ii'nx "Afp"Clil:m-------...uiiiifERi'fA"iici'-rAx-sTATEiiEN r-oF-AC-COUNT--.-..---------------------
ESTATE 01' OSMOLSKI KATHLEEN M FILE ND.21 95-0667 ACN 96106103 DATE 04-14-97
TNII STATE"ENT II ~RDVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"EO ESTATE. SHOWH BELOW
II A SUHHARV OF THE ~RINCI~AL TAM DUE, A~~LICATION OF ALL ~AV"ENTS, THE CURRENT BALANCE. AND. IF APPLICABLE,
A PROJECTED INT!R!'T ,JOURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 04-08-97
PRINCIPAL TAX DUE,
1.289.09
"_____,.,.__,..'. __.___,___n__.~-.-..._._'~..~
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 04-29-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.-
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
107.30
1,396.39
.00
1.289.09
e IF ~AID AFTER THIS DATE, SEE REVERSE
1101 FOR CALCULATION OF ADOITIONAL INTEREST.
I IF TOTAL DUl IS LESS THAN .1.
HO ~AV"ENT IS REQUIRED.
IF TDTAL DUl IS REFLECTED AS A "CREDIT" (CRI,
VDU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I
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PAYfEHT,
Detlch the top portion of thl. Hotlc. and .ubalt with your p'~ent lad. pIVlbl. to thl na.. and addr...
printed on the tav.r.. .Ide.
If RESIDENT DECEDENT IIlh check 01" .onay order plyebaa tor REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT I., chIck or .on.y order p.y.tJI. tal COHHONWEALTH OF PENNSYLVANIA.
REfUND (eA), A r.fund of . t.. credit, whIch WI' not r.qul.tad on the 'IX R.turn, "Y b. r.qul.ted by coaplellng an
"Application for R.fund of Penn'Ylvant, Inh.rlt8nC1 ~ E.t,t, rax" (REV-1StS). APPlication. '1'" IVIllabl. at
thl OfficI of the AI.I.t.r of Willi, any of the 2S A,vlnu. Dl.ttlct OfficI' or fr~ thl Dep.rt..n", Z4-hour
answering ..tvlc. ~r. for for.. ord.rlngl In PennlYlvanla l-aOD-S6Z-ZD5D, out.ld, Penn.vlventa
~ withIn loca. Hlrrl.burg .r.a (717J 7'7-'0'~, lOOt (717J 772-2252 (Ha.rlng lapalrad onlwJ.
REPLV TOI au..tlon, rla.rdlng Irror. contalnld on thl, notlca .hould ba addr....d tal PA Dlp.rt..nt 0' R.venu., Buraau
of IndividUal Taxa., ATTNI Pa.t A.......nt Ravllw unit, Dlpt. 2'0'01, H.rrl.burg, PA 1712'-0'01, phon.
(717) 787-'505.
oISC~TI
If any tax due I. p.ld within thr.. (3J caland.r aonthl a,tar thl dac.dant". da.th, a 'Iva parcant (5X) dllcount
of the hll p.ld h .llo....d.
PENAL TV,
Th. 15% tax aana.ty non-plrtlclpltlon pan.ltw I. co~ted on the totll 0' the t'll and Int.r..t .......d, and not
paid b.for. Januarw 18, 199', the 'Ir.t dav .,t.r the .nd of the t.x lan..tw parlod.
IH1'ERESTI
Intar..t I. chargad ba.lnnlng with 'Ir.t dew 0' dellnqu.ncy, or nln. e'J .onth. and ana (IJ d.W 'roe tha d.t. 0'
d..th, to the data of paw-ant. T'll.' which blc... dlllnquent ba'or. Janu.rw 1, 1982 b.ar Int.r..t at the rat. of
.111 ('Xl p.rcant par annu. c.lculat.d at a dallw r.t. of .0001'4. All t.ll" which b.c... dallnquant on end .,t.r
Janu.rv 1, 1'12 will b..r Int.r..t .t . r.t. which will vary 'roe c.l.nd.r v..r to c'lend.r y..r with th.t rata
announc.d bv the Pi D.part..nt 0' R.vanu.. Th. appllcabl. Int.r..t r.t.. 'or 1'12 through 1997 .r"
Vllr Intarllt R.t. DaUy Intarllt ractor
V.ar
Intarllt Rat.
Dally Int.r..t Factor
1912 ,n .000548 1987 .~ .000247
I'as In .0004Ja 1911-1991 II~ .0enOl
191~ II~ .000301 I'" .~ .0DGZ41
1915 U~ .00035' 1993-1994 7~ .000192
I... ID~ . oaaz74 1995-1997 .~ .OD0241
."Int.r..t II c.lcul.ted ., 'OllOtilII
INTEREST . BALANCE OF TAX UNPAID X N~BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"-Any Hotlc. I'.ued .ft.r the t.x beco... delinquent will r.,I.ct an Int.r..t c.lculatlon to fifteen (15) day.
bayond the d.ta of the ......-.nt. If plVlant I. .ad. .'t,r the Intara.t coaputatlon dlt. shown on thl
Hotlc., additional Inhra.t au.t ba cllcul.tad.
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COMMONWIAlTH 0' P1NN&YlVANIA
O".UTMINT 0' ReVINUI
IURlAU ~r~r.~I~~IAL TAXII
ItARRIIIURO."" 11IU.0601
INHERITANCE TAX
EXPLANATION
OF CHANGES
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(,
ICHIDULI
111M
NO,
EXPLANATION O' CHANOES
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TAX EXAMINER,
PAGE I
.
INVENTORY
Estate of:
Date of Deeth:
County:
Kathleen M, Osmol ski
August 27, 1995
Cumberland
........---......----..................--..............................
Cash:
1 Commerce Bank, Time Deposit 07491
21,009.93
2 Commsrce Bank, interest on Time Deposit 07491
610.27
3 Dauphin Deposit Bank & Trust Company, Certificate
of Deposit 08100309590
2,420.75
4 Deuphin Deposit Bank & Trust Company, checking
eccount 00065497694
3,084.98
5 Dauphin Daposit Bank & Trust Company, interest on
chocking acct. 00065497694
1.06
6 Dauphin Doposit Bank & Truat Company, interest on
CD {!8100309590
33.43
7 Newspaper cancellation refund
14.10
8 PNC Bank, N.A., Cartlficate of Doposit
{!0453220111131
16,000.00
9 PNC Bank, N.A., intereat on CD 00453220111121
45.45
Subtotal
43,219.97
Miscellaneous Personal Property:
10 Procoeds of Public Ssle hold 10/12/95 by Brickers
Auction
6,846.00
Subtotsl
6,846.00
Roalty:
11 6404 Glenwood Street, Mechanicsburg, Hampden
Township, Cumborland County, more particularly
described in Doed Book "Y", Vol. 19, Page 1080.
113,000.00
Subtotal
113,000.00
-1-
.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
J
u:
Patricia A. Rosondale
being duly sworn according 10 law, dopa,., and 'ey' Ihat sh. is thc
Executrix of tho estal. of Kathleen K. OSlDolaki
lal. of __I!(IlIlPdllD, TlIWJUIhip. "---, --.___ , Cumb.rland County, Pa., d.c....d and that the
withIn Is an Invanlary med. by Patricia A. Rooendale ., the .eld Executrix
of Ih. .nllr. .stalo of lOrd d.ced.nl, canlhllng of alllh. p.nanal praporly and real .stat., .xcepl real .,tal. au..ld.
the Cammanwulth of Ponnlylvanla, and Ihat Ih. figur.. appalll. .ach It.m of the Inv.ntary repr...nt It'. faIr value
a. of the dal. of d.c.donl'. d.alh.
Sworn
b.for. me,
~~{,\'C::'\'~ A.12.~~
Patricia A. Executar. AdmInistrator Rosendale
255 lIickorv Road
NatarteI SoBl
L Drawbaugh. Notary Pu Ie
CiIrIaIe Boro, CumbGrtand CounlV
My Commlaalon ExplroeAug. 14. lOW
Mirr'bJr, P\..l8)Mna~of NoclnlI
Carlisle, PA 17013
Addr,..
DaI. of Duth
27
DIY
August
Month
1'l'l'i
Y.I'
INSTRUCTIONS
I. An lnv.ntory must be fII.d wilhln thr.e manlh. aft.r appalntm.nl of p."an.l repr.unlallv..
2. A .uppl.ment Inv.nlary mUll b. Wod wrthln Ihlrty d.YI of discovery of additional.......
3. Addltlana' shu" m.y b. a"ech.d as to penonalty or roalty I? P
4. S.. Artlcl. IV, FIducIarIes Act of 1949.
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~TATUS REPORT UNDER RULE 6.11
Name of Decedent:
KATHLEEN M. OSMOLSKI
Date of Death:
AUGUST 27.1995
No. 21-95-0667
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: ..x.. Yes _ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. !fthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
_ Yes ..x.. No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. DiWthe personal representative state an account informally to the parties
in interest? ..1L Yes _ No
d. Copies of receipts, releases, joinders and approvals offormal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
//1
Date: 05/06/96 (
'- WIN, McKNIGHT & HUGHES
Roser B. Irwin. Esquire
Name (please type or prlnl)
60 West Pomfret Street
Address
Carlisle. PA 17013
City, SIDle, Zip
(717) 249-2353
Telephone Number
x
Personal Representative
Counsel for Personal Representative
Capacity:
. ,