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Home My WebLink About04-01-11- ~ 1505610105 REV-1500 EX (o2-ii) (FI) ~ OFFIGIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year t=ile Number nFnnprr.rxr or aFVPxVr Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box 28o6oi 21 1 1 t71 9 2 Harrisbur , PA 1 i28-o6oi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY .................... . 163-07-2505 01/16/2011 03/25/1911 ~" Decedent's Last Name _ ._ Suffix Decedent's First Name MI Oscilowski ! Mr. Peter J _ __ (If Applicable] Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number _ __ __._. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW C'iip 1. Original Return O 2. Supplemental Return O 3. Remainder Return {Date of Death Prior to 12-13-82} O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12.82} ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust _ ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will} (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A} Between 12-31-91 and 1-1-95} {Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number _ _ _ Joseph I. McDevitt, Esq (610) 260-9691 First Line of Address Suite 400 Four Tower Br Second Line of Address 200 Barr Harbor Drive _ ___ _ City or Post Office State ZIP Code _ . _ _ _ __ REGISTER OF WiLL.S USE ONLY m._~ I r- ~_.~~ -~~ . r-° -- .~ _ ; rr, t :7 ;=a .i" ., ; _ ~ ~,~ DA;rt= ~1t.1rD~`t "1'3 ---, -~ _ .,~ ' 7 . _a_~ v~ ,_A. West Consho. PA 17043 -~--~ `:° r -- ~ ~` -;G? ,- ~ .. ~~ -. Correspondent's a-mail address: joemcd@verizon.net Under penalties of perjury, 1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS SI ATUR OF P PARE THER T AN REPRESENTATIVE TE 3 dt DDR S PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J REV-1500 EX (FI) Decedent's Social Security Number __. _ Decedent's Name: 163-07-2505 RECAPITULATION 1. Real Estate (Schedule A} .......................................... ... 1. 0.00 2. Stocks and Bonds (Schedule B) ............ . ....................... ... 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 0.00 4. Mortgages and Notes Receivable (Schedule D} ........................ ... 4. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. ' 2,079.12 '! 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. ', 20,207.35 7. Inter-Vivos Transfers ~ Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. ' ': 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 22,286.47 9. Funeral Expenses and Administrative Costs (Schedule H} ....... . ........ ... 9. ' 10,956.12 ___ _ _ 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. 0.00 11. Total Deductions (total Lines 9 and 10) .............................. ... 11.; 10,956.12 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12, i 11,330.35 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ._ _ _ _ .. an election to tax has not been made (Schedule J) ..................... ... 13. 0.00 ', 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... ... 14. 11,330.35 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLIGABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 _ _ ___. _ __ (a)(1.2) X A~ 15. 0.00 16. Amount of Line 14 taxable _ .....,... ._............_. .. _ .. _ :... .........._....,... _.. .._..... ......._ ......._..,. _~. at lineal rate X .o _ 11, 330.35 16. 509.87 17, Amount of Line 14 taxable at sibling rate X .12 17. 0.00 !: 18. Amount of Line 14 taxable 0 00 at collateral rate X .15 18. . 19. TAX DUE ...................................................... ...19. 509.$7 _ __ _. _ 1505610205 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 1505610205 Side 2 1505610205 J REV-1500 EX (F1) Page 3 - Decedent's Complete Address: File Number DECEDENT'S NAME Peter J. Oscilowski STREET ADDRESS 1053 Brandt Avenue _ _ CITY STATE Z{P Lemoyne PA 17043 Tax Payments and Credits: 1. Tax Due (Page 2, tine 19) (1) _ 509.87 2. Credits/Payments A. Prior Payments _ __ _-__-._---_--___ -- B. Discount 25.49 Total Credits (A + B) (2} 25.49 3. Interest -- (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. --- Fill in oval on Page 2, Line ZO to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 484.38 Make check payable to: REGISTER OF WILLS, AGENT. ,~ Y E ~ ~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred .......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income ............................................ ^ c. retain a reversionary interest .............................................................................................................................. ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. if death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. n ~ ~ ~ ~~ ~:~_ M~ ~ ~~~~~ For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. • The tax rate imposed an the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3}]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-15o8 EX+ (ii-io) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RES[DENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER; Peter J. Oscilowski 21-11-0912 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. If more space is needed, use additional sheets of paper of the same size. REV-15og EX+ (oi-io) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~iEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Peter J. Oscilowski 21-11-0192 JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. pr@ 2D09 Janus Account 18,670.32 50% 9,335.16 2 A 2 0 ~~ Vanguard Account 21,744.38 50°10 10,872.19 TOTAL (Also enter on Line 6, Recapitulation) I $ 20,207.35 If more space is needed, use additional sheets of paper of the same size. If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. kcV-I.S11 EX;- (10-09) '~ ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Peter J. Oscilowski 21-11-0192 Decedent's debts must be reported on Schedule I. ITEM ~' NUMBER DESCRIPTION _ AMOUNT A, FUNERAL EXPENSES: 1" Slabinski Funeral Home 2,050.00 2. Sander Memorials 2,444.00 3. Funeral luncheon 1,050.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: 2. Attorney Fees: 3. Family Exemption: (If decedent`s address is not the same as claimant's, attach explanation,) Claimant Francis Oscilowski Street Address 1053 Brandt Avenue city Lemoyne _ _ state PA zIP 17043 Relationship of Claimant to Decedent SOn 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 7, TOTAL (Also enter on Line 9, Recapitulation) I $ If more space is needed, use additional sheets of paper of the same size. 1,25a.oo 2,000.00 2,079.12 83.00 10,956.12 REV-1513 EX+ (01-10) ~ Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NVJMBER: Peter J. Oscilowski 21-11-0192 RELATIONSHIP TO DECEDENT AMOWNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) pF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).) 1. Eleanor White, 204 Nroth Silver Fox Dr., Glen Mills, PA 19382 daughter one-fifth 2. Ann Taylor, 1615 Sheldon Drive, Newark, DE 19711 daughter one-fifth 3. Robert Oscilowski,10905 Modena Dr., Philadelphia, PA 19114 son one-fifth 4. Alexander Oscilowski, 10722 Albermarle Ln., Philadelphia, PA 19154 son one-fifth 5. Francis Oscilowski, 1053 Brandt Avenue, Lemoyne, PA 17043 son one-fifth ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN; 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ If more space is needed, use additional sheets of paper of the same size. REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA No . 201 1- 00192 Estate Of : PETER OSCILOWSKi (First, Middle, Last) a/k/a : PETER J OSCILOWSKI Late Of : LEMOYNE BOROUGH CUMBERLAND COUNTY Deceased Social Security No : 163-07-2505 WHEREAS, on the 11th day of February 2 011 an instrument dated November 15th 2000 was admitted to probate as the last wil_Z of PETER OSCiL O WSKI jFirst, Middle, Last) a/k/a PETER J OSClLOWSKI late of LEMOYNE BOROUGH, CUMBERLAND County, who died on the 16th day of January 2 DI1 and, WHEREAS, a true copy of the wi 11 as probated i s annexed hereto . THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi 11 s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to;~ ALEXANDER OSCILOWSKI who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which f ul 1 y appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CA RL lSL E, PENNS YL VA NlA . IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 1 1 th day of February 2011. _ ~ d `~7~'~°~~egtster oils ~~ Deputy CERTIFICATE OF GRANT OF LETTERS PA No. 21- 11- 0192 * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST,) f~~f.~_.f..,,,~ I ~~ ~ ~ FHB f I Pty ~ ~ 4 LAST WILL AND TESTAMENT OF PETER OSCII,OWSKI C!. (}}~~},~,~~E~', . ~ SCIL,OWSKI, of the City and County of Philadelphia, Commonwealth of .f~ ~ ! ~r1 1 i r. '1. q Ut'V'rCi~f ,~1'1~`~LJ ~ ,~1 ~ P~N. Pennsylvania, do hereby declare this to be my Last Will and Testament hereby revoking all' wills made by me prior hereto: Q1~: I hereby direct my executor, hereinafter named, to pay all my just debts and funeral expenses as soon as it may be conveniently accomplished after my death. TWO: I hereby give, devise and bequeath all of my estate, real, personal or mixed to my five children, each to share equally. The five children are: Eleanor White, Ann Taylor, Robert Oscilowski, Alexander Oscilowski and Francis Oscilowski. ~'HRF~E: I hereby appoint my son Alexander Oscilowski to be the Executor of this my Last Will and Testament. In addition to all other powers granted to an executor under the Probate, Estates and Fiduciaries Code, I give my above-named executor the authority to sell any and X11 personal and/or real property of my estate without the posting of a bond. Furthermore, I discharge my above- named executor from the posting of any bond as maybe otherwise required. IN WITNESS WHEREOF, l have hereunto subscribed my name thas 1S~jday of ~~~P.~ wvcst~ti~ sit ~ erokenaorou~ah~.a ~ibft~< My Commissbn E~icpireMS benpt~. ~, ~ 4~ in the year 2000. P TEROSCILOWSKI Y/~i~,~y~1C %1GvC..,~ ~i N~~~ U W S __ _ _ _ _ _ _ _ COMMOr1WEALTH OF PENNSYLVLANIA COUNTY OF PHILADELPHIA I, PETER OSCILOWSKI, testator whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and ~sxecuted the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. .; ~r.. __~___- PETER O SCILOWSKI . , ~' .1 ~W.w.y. .-: ~ ~Q~,~~ ~~ ~~a~+ B~,Mo~t~,f~u~h~`. 4 ~- ~itXi1i1~38i0f1 EXp~tE~ ~~jt. ~, ~~u4~ ,,, t COMMONWEALTH OF PENNSYLVANIA COUNTY OF PHII,ADELPHIA ~, and the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testator, PETER OS~ILOWSKI sign and execute his Will, that he signed it willingly and that he executed it as a free anr.! voluntary act for the purposes therein expressed; that to the best of our knowledge, the testator was at that time eighteen (18) years of age or greater, of sound mind and under no undue influence. t ness Witn ~., 1Votarial Seal ~ ~`~ '- JaOgtptine A. Brokentxwrou~h, t~utar~ ~,~~YGpur~ ~ ~omr~rission Expires Sept. 5, 2 Maw A~~ ~