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Home My WebLink About01-0397 PETITION FOR PROBATE and GRANT OF LETTERS No. To: 21-01-397 Estate of Mary Kathryn Oswald also known as Register of Wills for the . Deceased. County of Cumberland in the Social Security No. 193-10- 5257 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor in the last will of the above decedent, dated September 28 and codicil(s) dated named , 19~ (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland h er last family or principal residence at 111) Wpl=;l ey Mechanicsbyrg County, Pennsylvania, with Drivp, Lower f.llen Township (list street, number and muncipality) Decendent, then _JL5__ years of age, died Apri 1 , fiX 2001 , at 1701 Linglestown Road. Dauphin County. Pennsylvania Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ 13.000.00 $ $ $ 11,000.00 Ie TA L ,~ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. Q) u c:: Q) ~3 <lJ ..... ,,<lJ c:: "00 c"= ro"'::: ';i;'0:: '6,- ~ 0 Ctj c:: CIl Vi J42Ie.a"" II C/vU'-4'J1-- WilliRm H Ol=;'tJRlrl, Tr 119 Walnut Circle Aurora. Illinois 60506 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I 80"0 COUNTY OF CUMBERLAND J ~ The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~4~&?~.'\ /( C~"I2A..(.<-C(.LI V:l before me this 19th day of (7~' ~ A~ril ,U;ZOOl !a '9"////()/:~' \ ~ ! / . ,/ ~ /6"'2~~5 ~o. 21-01-397 Estate of MARY KATHRYN OSWALD , Deceased .. DECREE OF PROBATE A~D GRA~T OF LETTERS AND NOW April 19 ~ 2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated September 28. 1983 described therein be admitted to probate and filed of record as the last will of Mary Kathryn Oswald and Letters Testamentary are hereby granted to Wi 11 i::lm H. Oswald. Jr. Zz))?/(7L (/ c'y:f~/h'~~/U / Af / ,,1..0<"0/ i' ~ister of Wills / FEES JCP $ 50.00 $ 12 . 00 b.UU ................ $ $ 5.00 TOTAL_$ 73.00 . .~~~~. ~.9.,. . ?9.q~... . ...... ...... Allen D. Smith. Esq. 17029 ATTORNEY (Sup. Ct. I.D. No.) Probate, Letters, Etc. ......... Short Certificates( ).......... x-pag~s. RenuncIatIOn 51 S. Front St., Steelton, PA 17113 ADDRESS Filed (717) 939-1891 PHONE This is (0 certih' that the information here given is correctly copied from an original ce:tific~te of death dul): filed with me as LOC.ll Registrar. The original cerrificate will be forwarded to the State Vital Records Of bee for permanent fIlmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~(iIii'-i;;;;i;;;:;'0; ,llltl~ ~\'JLOLp (;;~~~~~ II...\.'\./" ~'4' ~ ll~/ .. ~\. Il~~1 .~~.. ~~ I~~! '. ~ \~% ~B\ "f~' /5::~ \~ *\~-..- ~;~" *~ \4~~'- /~l '\. ~.",/~/ ~-- -{lIr~~~ _/(. ~~ \1' ---~""/" ENl ~"""llll/ "'~/t'J'",,"IIJJ ~, fi( ~J---:P'- (/ Local Registrar Fee for this certificate, 52.00 " P 7296620 APR 1 S 2001 Date 21-01-397 : 43 Rev. 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT (FwSl. Mid<lIe. L3$I) KatJur.tjn O.l.>wa1.d AGE (l.. BirIhcllIy) UNDER 1 YEAR MonlIl8 o.y. UNDER 1 OM Holn ! MInuIee : IllRTHPlACE lCoty aA<l sw. Of FOfeogn CounllY) STATE FlU: :-lUMBER SOCIAL SECURITY NUMBER 3. 1 93 - 1 0 -5257 DATE OF DEATH iMon"'. Day. ."""1 4.4-13-2001 HMung.l.> I P A 7. OINt H (M,p..ic.e (Spec.Iy) tJ L-- .Vauph..in k. H~~~b~g ~~o.l.>p~c.e HOU.l.>e DEceDENT'S USUAl OCCUPRlON KINO OF BUSINESS/INDUSTRY ~ oeceDENT EVER IN (Give Iutw:I 01 work done dut maoII U.S. ARMED FORCES? ~ working"': do no! use ~ed) t!' b R 0 -I-~{utjb '1M 0 No iJ l1.se.Me.:taJr. 11 .~~.{..I.> ~g -u.v~ 11. DECEDENT'S MAILING AOORESS (SIr.... QIyIbwn. SlaIe. Zop Code) DECEDENT'S 1701 L..ingle.l.>town Road ~1~ ~~~bWl.g I PA 1711 0 ~ott>":'=- II. I FATHER'S HAME (First Mid<lIe. LasI) .11.WaltM J. M~llM INFORMANT'S NAME (Type/Pnnl) ~. W..ill..iam H. O.l.>wald, J~. METHOD OF DISPOSITION o Cr~'Er R8loovellrorn Sla..D (Spectly 13. MARITAL STATUS. w.m.d Ne_ Murltcl. WldDwtd. DNorced (Spldy) 14. W..idow SURVIVING SPOUSE In WIle. QMI maKltn namel lICENSE NUMBER pA ~ decedanl live in. Vauph..in lownahip? 1711.0 ~~~oI H~~-Ub~q JMOTHER'S NAME (F.. M<ddIe. ~ Surname, .1'. ??? MtjM.I.> INFORMANT'S MAlLINO ADDRESS (SIreac. Cilyllilwn. seale. Zip Code, mJ19 Walnut C~c.le, A~o~a, IL 60506 PlACE OF DISPOSITION - H..... oICemettry. Cramacory lOCIJION - CityfTown. SI.... rill Code orOl,*"'- C~e.maUon Soc.~e.ttj 06 lIe. PA C~emato~tj I1J.f~~..i.l.>bWl.g, PA 17109 :1too~~~.I.>t~u:it~R~~~~~6tJ~ ~~ ~11 09 lICENSE NUMBER ME SIGNED (MonIII. Day. -I 17C.O Vat. dec:edanllived in 17.. SIal. 17b. cilylbuo OIJE OF DISPOSITION '_.Day.""') D 1111. ~ - :2 0 - ;;. 00 I 2211. ~ IIle beel 01 my knowledge. dealll occurred allhe IIll\8. del. and pIac;e Slated (Signature ana TnIB) 2311. ~_...... 24-28 _ be compIeCed by TIME OF DEATH. DATE PRONOUNClfE DEAD (Moo"'. Day. Year) ~~__deal". . · (r f? 0 / __ 24. ~ 2- - ~ M. 211. - 1 - at, . 27. MAT I: Ent.r .... di....... injuries Of compIicalions w"icIl caused lhe deal" DOrIli entar lhe mode 01 dying. such as Cardiac or reaptralory arr.... shock or hetllllaiku.: i Approxim... ""..,--~_.. emfnhR Q~ti ~.CtJ(yC;1V i=~r 231>>. 230. WJ.S CASE REFERRED TO MEOtCAL EXAMINERlCORONER? v.a.CY. - t1 NolB""'" DUE TO (OR AS A CON~OUE NCE OF): PART U: OINt aignilk:anl-.lliorw conlIibutlng 10 death. but G ~--.g-:;;J;._' ~~(. ...1 E DUE 10 (OR AS A CONSEOUENCE OF): DUE 10 (OR AS A CONSEQUENCE OF): WERE AUlOPSY FINDINGS A\9ULA8t.E PRIOR TO COMPlETION Of' CAUSE OF 0E1JH? MANNER OF DEATH Nel",aI ~ D D DATE OF INJURY (Moolto. Day. Year) TIME OF INJURY INJURY IJ WORK? DESCRIBE HOW INJURY OCCURRED. AcCldllnl Homicide D Pending InvesligaUOtl 0 Could "'" be determ.ned 0 _ D NoD v.. D No Suicide 2.... CERTIFIER ICheck oniy onel 'CERTIFYING PHYSICIAN .Phy$003n c"'lJIylng cause 01 dea'" wher anOII1", DI1ys.e.an has pronounced deall1 ana comprele<lltem 23) To.... ..... 01 my know1edfle. death occuned _10 !he cau..(o) and manner a. stated. . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . _ _ . . .. 2.. :~ ~ 'PRONOUNCING AND CERTIFYING PHYSIClAH (""YSOC"'" boll1 ""'''''''''''''9 uea'" and cer1dy.ng'o cause of deall11 :-;;a To the..... of my knowleclge. dealh oceurred atllle 11m., dele. and place. and due 10 the cau..'a)and manner a. olaled.. . . . . . . . . . . . . . . _ . . . . . . . . . ~ "- '~~~~::::'.~":;eC;:~:=OIlnve.t1l1allon. In my opInion. death occurred allhe lime. dale. and place. and due 10 the cau...'a) and ,:,~~~ddddUdd .....dd...d~,;~,/{ I .f rt\ . ....~,' \ (\ ~.. II LAST WILL AND TESTAMENT 21-01-397 OF I I Ii II II Ii II II I, II Borough of New Cumberland, Cumberland County, Pennsylvania, declare this II I' I I i MARY KATHRYN OSWALD I, MARY KATHRYN OSWALD, presently residing at 514 Coolidge Street, to be my Last Will and Testament, revoking all the other wills previously made by me. ITEM 1 The expenses of my last illness and funeral shall be paid from ITEM 2 my estate. I bequeath all my tangible personal property including any automobile, and all insurance thereon, and I devise and bequeath all the rest, residue and remainder of my estate, wheresoever situate and of whatever nature, to my son, WILLIAM H. OSWALD, JR., and my daughter-in-law, DIANE E. (LATZ) OSWALD. I authorize my Executor herein named to exercise the following powers, in addition to those given by law, to be exercised in their sole discretion. A. To retain any real or personal property which may at any time form a part of my estate as long as deemed advisable. B. To invest in any real or personal property without restriction to legal investments. C. To purchase investments at premiums; to charge premiums to income or principal or partly to each. To subscribe for stocks, bonds, or other investments; to join in any plan of lease, mortgage, merger, consolidation, reorganization, foreclosure or voting trust and to deposit securities thereunder; and generally to exercise all the rights of security-holders of any corporation. To vote, in person or by proxy, securities held by them and in such connection to delegate their discretionary powers. D. To repair, alter, improve, mortgage or lease for any period of time any real or personal property and to give option for leases. E. To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition real or personal property, and to give options for sales or exchanges. ITEM 3 I l' il 'I I! 'I II II II II II 'I II 'I II II 'I J II F. To borrow money from any person or institution, and to mortgage or pledge any real or personal property. G. To compromise claims. H. To make distribution in cash or in kind or partly in each. ITEM 4 I appoint WILLIAM H. OSWALD JR., my son, Executor of this my Last I I j I I I ITEM 5 No Executor herein shall be required to enter bond or furnish I I I ! .1 I II Will and Testament. Should he for any reason whatsoever, be unable or unwilling to serve as Executor, or having qualified as Executor be unable or unwilling to continue to serve, then I appoint my daughter-in-law, DIANE E. OSWALD, as alternate. sureties in any jurisdiction. /' ~,~l c:lb . day of IN WITNESS WHEREOF, I set my hand and seal this ~~~\ , 1983. I, II I SIGNED, SEALED, PUBLISHED AND DECLARED as and for the last Will and Testament of Mary Kathryn Oswald, the Testatrix, in our presence who in her presence, and in the presence of each other, and at her request, have hereunto set our hands and seals as subscribing witnesses hereto. /1 /', {:! . '.. A? k I J~/fiJ;~7~'~' ' I " j I 1 \ / I II II II II II il I I Ii II , I Ii I, MARY KATHRYN OSWALD, Testatrix, whose name is signed to the attached II or foregoing instrument, having been duly qualified according to law, do 11 ! COUNTY OF DAUPHIN COMMONWEALTH OF PENNSYLVANIA) )SS: ) hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly;and that I signed it as my free and voluntary act for the purpose therein expressed. Sworn or affirmed ;ouaf~ acknowledged before me, by Mary Kathryn Oswald, the Testatrix, this J 0 '- day of ~ ~)N'."~ , 1983. II jl 11 l ?~~ COMMONWEALTH OF PENNSYLVANIA) ) SS: COUNTY OF DAUPHIN ) We, t-tJ~~6.C~;) ):"/l?o-;-v.,y,;.L and ,4-.((-?V'-, \) ,j~: +-(~ witnesses whose names are signed to the attached or foregoing instrument, NOTARY PUBLIq My commission~ es: DANIEL K. BAYER, NOTARY PUBLIC $TEELTON BOROUGH, DAUPHIN COUNTY MY COMMISSION EXPIRES MAY 18, 1986 , the I being duly qualified according to law, do depose and say that we were present II and saw the Testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and to the best of our know- ! ledge the Testatrix was at that time 18 or more years of age, of sound mind I t I I I I and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by /""'/1 ~}Se~~e l~ /1 e~A ,~; !~~ and 4/1 €A., )~'< 5~: t'l. /. ') l '7 ~?i:4~-~-..., , i , witnesses, this .-" 04. r<') .- day of , 1983. \ ,\ If) . /~ / / l' /. If' -... -I-~.77:::z.- :I<! I L/j /(" (7- ..f___ (" _/~- . , .,/- I NOTARY PUBLIC \ I My commission exIn-res: I DANIEL K. BAYER, NOTARY PUBLIC I STEeLTON BOROUGH, DAUPHIN COUNT'{, MY COMMISSION EXPIRES MAY IB, 1986 I I ~ /. . ./.~. l' / r {.LV 0-<">n::...., ... b WITN~~S~ /7 '1:/ ~-\-J/ , / ( WITNESS II l: U -- t:::- . .:--- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Mary Kathryn Oswald Date of Death: 4/13/2001 Will No. 2001-00397 Admin. No. To the Register: [ certify that notice of (beneficial interest) estate administration required by Rl:le 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 4/23/01 Name Address William H. Oswald, Jr. 119 Walnut Circle, Aurora, IL 60506 Notice has now been given to all persons ~ntitled thereto under Rule 5.6(a) except Name Allen D. Smith, Date: 7/18/01 Signature Address 51 S. Front Street Steelton, PA 17113 Telephone (] 1]) 939-1891 Capacity: _ Personal Rcl,rcsentative ~Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-"62 EX("-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ALLEN 0 SMITH ESQUIRE 51 S FRONT STREET POBOX 7592 STEELTON, PA 17113 -------- fold ESTATE INFORMATION: SSN: 193-10-5257 FILE NUMBER: 21-2001- 0397 DECEDENT NAME: OSWALD MARY KATHRYN DA TE OF PAYMENT: 07/10/2001 POSTMARK DATE: 07/09/2001 COUNTY: CUMBERLAND DATE OF DEATH: 04/13/2001 NO. CD 000031 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $6,100.00 I I I I I I I I TOTAL AMOUNT PAID: $6,100.00 REMARKS: WILLIAM H OSWALD JR C/O ALLEN 0 SMITH ESQ CHECK# 1996 SEAL INITIALS: PB RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS mi...,',:. ; '.,.... ~~.~.....;~..;:. '~:.( ,'" ..'~f,"~' ;.'T ." I " ,,'0 ".., ~ ,,I ~uOAl All:W:S ' itA. " ., t ,.'~ :. ~.. ' i ~ 'I,' ~, ' ',J1 . \\1 " ~\...~ :~ ~ UOA1' ~',. ..' .. . j t f :'. .~,J. " . ,'it ,~ : ..' wl,~ ~l~i ...~i.. .\ :~ t:w . , III;"", ": #' ~ uo .. fti o :.\ '# ca., . ~ ... -,.,,' ~.." ..I"." .u..,.',,".' .,:........ -,.'.,' n..' · .... ~ il: : t I'll ,J} ~~ ' ".r:. .~~..,..,v ,..,,~ l ... ;=i~ ~\ 1 .., ._ ~ ("'.\',r-\ "- .. E' ~' ,I ~ i ;:~:f: <'.'i!',,'.~. ,~,:r; ,i,.r/J ~ ~.. .~~. ~ ~l f 1 '. >: .'!; .... ,~. ~.~ " "" Olf' :/ ' ..,.~, ~~ ... 1 ~'..", ~l .. "M> ~ .... ,"'" -Ii. " '. :,. , . (!)1;" '.' ~~ -- -- ~~ ~.,-".. ~ . ~ ~ . ~~ ~~ ......:::::- '"' :: - ==?~ ~~ ~ -- ~~ 'I' \~ Mary C. Lewis, Register of Wills Cumberland County Courthouse Hanover Street Carlisle, PA 17013 ALLEN D. SMITH d1tto'm~Y at Law 51 SOUTH FRONT STREET P. O. BOX 7592 STEEL TON. PENNSYLVANIA 17113 TELEPHONE 17171 939-1891 FACSIMILE 17171939-1998 Re: Estate of Mary Kathryn Oswald No. 2001-00397 Dear Ms. Lewis: July 9, 2001 Enclosed please find a check in the amount of $6100.00, representing a partial payment on the inheritance tax for the above referenced estate. ADS: rmk Enclosure Very truly yours, ~ Allen D. Smith, Esq. l..:' " I '.l C) ,..... ::..1 ". ;.1."! ;.{! l.J.'i l.1.', . -t III III C. ). ~ 0 . ~ j Z 0 j .. :w c ..,., ..,., III '10-t () III' Z ~ Z Z_", ;r Z 2 :I ~ 0 ~~~ I:l . ~c.-t ..,., U) )>.0. ~~ ZN-t - :I · III ~ .... ~ III ::r ... w C):z:C)~::s: tlJ PJ C ro OJ t1 ::1 a ()'Q "i I-' 0 0'" ..... "< ..... ~ ro C/) en ro t1 l"'t C) I-' "i I-' ro . ro OJ t1 .. lZl::1 t-I r'to..oro t1 H-l ~ ""d ro C) ..... >roO~en l"'t c: ..... ::1 I-' r'tl-' "< en 0~ ~( ~ v~'~ o =2 :'.! o.:~ ~"-.. G' - ,- ;... , ~~ /orV ...., _~..J. ..... ....... C) o 0 ..... c: W "i rt ::r' o c en ro ~'~:i:~,~. \\\\~\i , : t ~ · i ; I: I) J. ~ .,.,~! III fJ ; ! f I' : ..,.,1 I;..': t f 'I ( 1,1 It. , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SMITH ALLEN 0 ESQ 51 S FRONT ST STEELTON1 PA 17113 nn_n_ fold ESTATE INFORMATION: SSN: 193-10-5257 FILE NUMBER: 21 - 2001 - 0397 DECEDENT NAME: OSWALD MARY KATHRYN DA TE OF PAYMENT: 11/15/2001 POSTMARK DATE: 11/14/2001 COUNTY: CUMBERLAND DATE OF DEATH: 04/13/2001 NO. CD 000526 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $253.81 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ALLEN 0 SMITH ESQUIRE CHECK# 2842 SEAL INITIALS: PB RECEIVED BY: REGISTER OF WILLS $253.81 MARY C. LEWIS REGISTER OF WILLS c PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Estate No.: MARY KATHRYN OSWALD APRIL 13. 2001 2001-00397 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: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (date) 3. If the answer to No.1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes No' x B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes X No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Signarure .*- -#f Allen D. Smith, Esq. Name (Please type or print) 51 S. Front St., Steelton, PA 17113 Address Date: 11 / 14/01 (MAH:rmt/ AM3) (717) 939-1891 Telephone No. Capacity: Personal Representative x Counsel for Personal Representative R.W. - 58 ALLEN D. SMITH c:4ttO'f.n~Y a1 ...t.a.w 51 SOUTH FRONT STREET P. O. BOX 7592 STEELTON. PENNSYLVANIA 17113 TELEPHONE 17171 939-1891 FACSIMILE (717) 939-1998 November 14, 2001 Mary C. Lewis, Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Mary Kathryn Oswald File Number: 2001-00397 Dear Ms. Lewis: Enclosed please find the original and one copy of the Inventory for the above referenced estate, together with the original and two copies of the Rev-1500 and the original and one copy of Rule 6.12, along with a check in the amount of $25.00 for filing the Inventory and a check in the amount of $253.81 as payment on the Inheritance Tax. Would you please return to me a copy of the Inventory, the Rev-1500 form and Rule 6.12, together with the receipt in the enclosed envelope. If you have any questions concerning the contents, please do not hesitate to contact me. ADS : rmk Enclosure Very truly yours, All~~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 1 J 55: WILLIAM H. OSWALD, JR. --.-------------.------------ being duly sworn___ according to law, deposes and says that he is __ ______Ex~~J.1.Lo:r .__h______u____ _ of the Estate of MARY KATHRYN OSWALD late of ____1o_Y?~!" Allen. TQwnship___ _ , Cumberland County, Pa., deceased and that the within is an inventory made by _W.illiam H.L-Qswald. Jr. __ ____, the said Executor of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. Sworn and subscribed before me, _ ~ ~ ff C1a{d^d~J- Executor.. AdmiKfstrator ----------------- - ~ William H. Oswald, Jr. ____----119 Walnut Circle O ___-It-. fJ c <.t-h -7_ - - ~ 0 - . vr-tJ{./ / ~ St- {)~ Aurori!.! II Address 60506 Date of Death 13 Day April Month 2001 Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of pei'sonal representative. 2. A supplement inventory must be filed within thirty days of discovery of Cldditional assets. 3. Additional sheets may be attached:u to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. 'M >- ..c:: -0 (/) 0 I- W S .,. >- ~ l- /O ....... W -< 0 cu 0"1 ~ a.. I- H u M 0 0 Vl cu 0 0 w w C '" >- :r: ~ I=l IU cu 0 .... 0- QJ 0- c I Z I- -I LL r-l /0 L.. < 0 0 ...-l LL -I r-l a.. :s: 0 i W 0 -< w < .;.. 0 I ~ > Z ~ -< N ~ ...... Z 0 c 0 QJ :J 0 Vl Z ~ 0 I ~ 0 U z I w -c( H ~ a.. -0 I c IU I - ""i: 0 cu \ ..D -0 ~ cu E ... ...! 0 Ii ItJ :J 0 -I U u: gQ Inventory of the real and personal estat... of MARY KATHRYN OSWALD PNC Bank - Checking account #5140047954 with accrued interest deceased 14,863. 33 Ii I, II I \ // ,;),;)u--:3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Rece."' RAt: -;:;.~.J + DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ALLEN D SMITH ESQ 51 S FRONT ST PO BOX 7592 STEELTON .02 JAN -4 P12 :05 12-31-2001 OSWALD 04-13-2001 21 01-0397 CUMBERLAND 101 Allount Rellitted *' REY-1547 EX AFP (12-00) MARY C:€..(k P0U~~2' FA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-\j=is4-j-Ex--AFP--fi2-:oo1--NO,.-icE-oF-I-NHEifiTAifcE-"-AX-APPRAisEi'-ENT~--Aii-oWANCE-[fi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF OSWALD MARY FILE NO. 21 01-0397 ACN 101 DATE 12-31-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 58,736.00 .00 .00 14,863.33 .00 78,334.84 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) llO) 2,773.50 830.47 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 148,330.20 X 045 = 6,674.86 .00 X 12 = .00 .00 X 15 = .00 ll9)= 6,674.86 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 151,934.17 (11) ll2) (13) ll4) 3 603 Q7 148,330.20 .00 148,330.20 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-09-2001 CDOOO031 321.05 6,100.00 11-14-2001 CDOO0526 .00 253.81 TOTAL TAX CREDIT 6,674.86 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Pf"!150,1f'XI6-00) ~". COMMONWEALTH OF *, , PENNSYLVANIA "'lllli. DEPARTMENT OF REVENUE , DEPT 280601 "", . HARRISBURG, PA 17128-0601 f- Z W o W U W o DECEDENTS NAME (LAST FIRST, AND MIDDLE INITIAL) Ie. -.9:;2.5 .c:3 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONlY FILE NUMBER 1 -.l - .Q...L ~ --2 ....2. -1.. _ COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 193 10 5257 OSWALD MARY KATHRYN DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 04-13-2001 11-04-1915 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST FIRST, AND MIDDLE INITIAL) THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER w >- :::t'~tI) ,,0:>: w"-" ",00 ,,0:-' ,,-m "- '" [] 1. Original Return o 4, limited Estate lRJ 6. Decedent Died Testate (MaUl oopyofWill) o g, Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale ot death aller 12-12-82) o 7. Decedent Maintained a living Trust (Mach copy 01 Trust) o 10, Spousal POl/erty Credit \ualemdealhbelwe9rr 12-'3\.9i ana 1-1.95) o 3. Remainder Return (date of deBth pnorto 12-13-62) o 5. Federal Estate Tax Return R.equired 1- 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113\A) (Attach Sch 0) THISSECTlON MUST BIl CoMPLETED. ALLCO~Rl!SPONO.E NAME >- z w o z o "- U) w 0: 0: o " z o ~ :J !:: ll.. <( o w 0:: z o !;i: I-' :J ll.. ~ o o X ~ Allen D. Smith Es. FIRM NAME (tIApplicable) TELEPHONE NUMBER (717) 939-1891 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jo\I'I\\y Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (Schedule G or l) 8. Total Gross Assets (total lines 1-7) 14. Net Value Subject to Tax (Line 12 minus line 13) C >'1 Q COMPLETE MAILING ADDRESS 51 S. Front Street P. O. box 7592 Steelton, PA 17113 (1) (2) (3) (4) (5) 'OFFICIAL USE 'ONLY" '1 9. Funeral Expenses & Administrative Costs (Schedule H) 1 O. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) 11. Total Deductions {total lines 9 & 10) 12. Net Value of Estate (Line 8 minus line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made {Schedule J} 58.736.00 14,863.33 (6) (7) 78.134.84 (8) 151,934.17 (9) (10) 2,773.50 830.47 (11) (12) (13) 3,603.97 148,330.20 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 148,330.20 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec, 9116 (a)(1 .2) 16, Amount of Line 14 taxable at lineal rate 17. Amount of Line 14laxable at sibling rate 18, Amount of Line 14 taxable at collateral rate 19. Tax Due 148,330.20 x.o_ (15) x,O~ (16) x .12 (17) x .15 (18) (19) 6.674.86 6,674.86 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20.0 > > BE SURE TO ANSWER ALL ClUESlION$ONRE\J!!R$!!:1[~!;"AND 1tl!(:,J:lEef('f.fATH"iC"~~":';1"""~ ",-', i' Decedent's Complete Address: STREET ADDRESS 335 Weslev Drive Bethany Towers CITY Mechanicsburg I STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page lUne 19) 2. Credils/Payments A. Spausal Poverty Credil B. Prior Payments C. Discounl (1) 6.674.86 6,100.00 321.05 Total Credits (A+ B + C) (2) 6,421.05 3. interesUPenal1y if applicable D. Inleresl E. Penaily Total InleresVPenally ( 0 + E J (3) 4. If Line 2 is greater Ihan Une 1 + Une 3, enler the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 10 requesl a refund (4) - 0 - 5. If Une 1 + Une 3 is greater Ihan Line 2, enler Ihe difference. This is Ihe TAX DUE. (5) 253.81 A. Enter the interest on the tax due. (SA) - 0 - B. Enler the tolai of Line 5 + 5A. This is Ihe BALANCE DUE. (58) 253. 81 Make Check Payable to: REGISTER OF WILLS, AGENT ,(,)(;*;,,;,,':~~~7w..(jl~:!~mr~!1 11 T I ......ai\l!;~\'l,\'lif;fF.rf;~c PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. relain Ihe use or income of the property Iransferred;.......................................................................................... 0 IX] b. relain Ihe righlto designale who shall use the property transferred or ils Income; ............................................ 0 IX] c. retain a reversionary interest; or"".".""..,.,.,..,."................................................................................................. 0 ~ d. receive the promise for i1fe of eilher payments, benefils or care? ...................................................................... 0 IX] 2. If death occurred after December 12, jg82, did decedent IransfElf property within one year of death wilhoul receiving adequate consideralion? .............................................................................................................. 0 IX] 3. Did decedenl own an 'in lrust for" or payable upon death bank account or securily al his or her dealh?.............. 5a 0 4. Did decedent own an Individual Retirement Account, annuily, or olher non-probate property which conlains a beneficiary designation? ........................................................................................................................ 0 IX] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penallies of perjufY. , declare that I have examined this felurn, mcJuding accompanying schedules and statements, and 10 the best of my knowledge and belief, il is true, correct and complete. Oeclaralionof preparerolherlhan lhepersonal represenlalive is based on a!l informalion of which preparer has any knowledge. Jl ADDRESS 119 Walnut Circle, Aurora, SIGNATURE OF PREPA 60506 DA E It 11...- '1-"><..'>; ADDRESS 51 17113 . Vi."'. . . ,,'c', j'/:.".!T':/".1.'''n.~1I'f\t~'''li;.~~,,~_.",., . ,,~I.I_.... __,.. ....._. .... .._ . ._, ... ._~~?~.1~;'j~;i'" For dates of death on or after July 1, 1994 and before January 1, 1995, Ihe lax rale imposed on the net value of transfers to or for the use ofthe surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dales of death on or after January 1. 1995, Ihe lax rale imposed on Ihe net value of Iransfers 10 or for the use of Ihe surviving spouse is 0% 172 P.S. ~9116 (aJ (1.1) (ii)]. The statute does not exemvt a lransfer 10 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 dales of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a slepparenl orrhe chfid is 0% [72 P.S. ~9116(a)(I.2)j. The lax rale Imposed on the nel value of Iransfers 10 or for Ihe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The lax rate imposed on Ihe nel value of Iransfers 10 or for the use of the decedent's siblings is 12% 172 P.S. ~9116(a)(1.3Jl. A sibling is defined, under Section 9102, as an individual who has at least one parent in common wilh the decedent, whether by blood or adoption. REV.150J EX + (4.86) _'t."~ I.~ ~ SCHEDULE B STOCKS AND BONDS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MARY KATHRYN OSWALD (All property iointly~owned with Right of Survivorship must be disclosed on Schedule F.) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. See Attached List TOTAL (Also enter on line 2, Recapilulollon) Of mnr"" ~".,~p I' nl'l,r/"t1 imNf nrlrlilrnnnf ~h,,(>h nf ~nm'-; ~i7,.,. I S ~8 736.0Ci ESTATE OF MARY KATHRYN OSWALD U.S. SAVINGS BONDS ALL HELD IN NAME OF DECEDENT, r.O.D. WILLIAM H. OSWALD, JR. Series "EE"($ I OOO} Date of Issue Redemption Value M70200921EE May, 1990 $930.40 M70200922EE May, 1990 $930.40 M70200923EE May, ] 990 $930.40 M70200924EE May, 1990 $930.40 M70200925EE May, 1990 $930.40 M70200926EE May, ] 990 $930.40 M70200927EE May, 1990 $930.40 M70200928EE May, 1990 $930.40 M70200929EE May, 1990 $930.40 M70200930EE May, 1990 $930.40 M70200931 EE May, 1990 $930.40 M70200932EE May, 1990 $930.40 M70200933EE May, 1990 $930.40 M70200934EE May, 1990 $930.40 M70200935EE May, 1990 $930.40 M70200936EE May, 1990 $930.40 M70200937EE May, 1990 $930.40 M70200938EE May, 1990 $930.40 M70200939EE May, 1990 $930.40 M70200940EE May, 1990 $930.40 M70200941EE April, 1990 $958.40 M70200942EE April, 1990 $958.40 M70200943EE April, 1990 $958.40 M70200944EE April, 1990 $958.40 M70200945EE April,1990 $958.40 M70200946EE April, 1990 $958.40 M70200947EE April, 1990 $958.40 M70200948EE April, 1990 $958.40 M70200949EE April, 1990 $958.40 M70200950EE April, 1990 $958.40 M70200951 EE April,1990 $958.40 M70200952EE April, 1990 $958.40 M70200953EE April, 1990 $958.40 M70200954EE April, 1990 $958.40 M70200955EE April, 1990 $958.40 M70200956EE April,1990 $958.40 Page 2 Series "EE"($I 000) Date ofIssue Redemption Value M70200957EE April, 1990 $958.40 M70200958EE April, 1990 $958.40 M70200959EE April, 1990 $958.40 M70200960EE April, 1990 $958.40 M7020091 lEE April, 1991 $903.20 M70200912EE April, 1991 $903.20 M70200913EE April, 1991 $903.20 M70200914EE April, 1991 $903.20 M70200915EE April,1991 $903.20 M70200916EE April, 1991 $903.20 M70200917EE April, 1991 $903.20 M70200918EE April, 1991 $903.20 M70200919EE April, 1991 $903.20 M70200920EE April, 1991 $903.20 Series "EE" ($10,000.00) Date ofIssue Redemption Value X5037172EE December, 1996 $5,964.00 X5037173EE December, 1996 $5,964.00 Total $58,736.00 PF'i'5t18H'{Imj ESTATE OF '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHFRITANCF. TAX RETURN RESIDENT lJECEDENT MARY KATHRYN OSWALD FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH PNC Bank - Checking Account #5140047954 plus accrued interest $14,863.33 TOTAL (Also enter on line 5, Recapitulation) $ 14,863.33 (II fllnfP "p:lrp it; nPflrlflr! in<;prf nrlrlilinnnl shppls nf thp. SRmp. si7p') """"""'" ~~~~ ~~ COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RFTURN RESIDENT DECEDENT ESTATE OF MARY KATHRYN OSWALD SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY FILE NUMBER Th:s schdult? mus1 bp completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. -- ----[-- --_.-- ------~DESCRiP110N()FPROPERTY --- %OF lTf 1\1 (1"'1""'1" ,,< r,\f.,r'l rH'IRRfl~II,'jSHIPI 'DECFDFNTAND11-1E DATEOS-fRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE IlTAC,!>c",pyrj' 'ifrJFEnr':mRFA,FSTATE VALUE OF ASSET INTEREST Irl<"f'\..ICAiltE\ H\II,IBl!L.. _~__~__________ I PNC Bank - Certificate of Deposit 9,713.72 100% 9,713.72 1121001026107 with accrued interest 2. PNC Bank - Certificate of Deposit 4,116.56 100% 4,116.56 #31600072385 with accrued interest 3. PNC Bank - Certificate of Deposit 3,253.64 100% 3,253.64 #31700204507 with accrued interest 4. Waypoint Bank- IRA Account 11123003269 130. 17 100% 130.17 with accrued interest 5. Waypoint Bank - IRA Account 11125501219 1,120.75 100% 1,120.75 with accrued interest TOTAL (Also enleron line 7, Recapilulalion) $ 78,334.84 (If more space is needed, insert additional sheets of the same size) r<.v 1~11EX _11_97) . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARY KATHRYN OSWALD FILE NUMBER Debls of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1. Catholic Cemetary 250.00 2. Cremation Society of Pennsylvania - transfer of remains 25.00 B. ADMINISTRATIVE COSTS 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative{s) Street Address City Slale Zip Year(s) Commission Paid: 2. AttomeyFees - Allen D. Smith, Esq. 2,250.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Cla'lmant Street Address City Stale Zip Relationship of Claimant to Decedent 4. Probate Fees 98.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Death Certificate 40.00 8. Cumberland Law Journal - Advertising 75.00 9. The Paxton Herald - Advertising 35.50 TOTAL (Also enter on line 9, Recapitulation) $ 2,773.50 (If more space is needed, insert addilional sheets of the same size) ~f:h~ I{i.~~ CCiMMOlj'Nf:AL TH or f-'[W~SYI VAM/\. ItJHf:HII ANCE TAX RETUflN =o-"==-=-__~J~Q[NT D~~E[)FNT __ ESTATE OF MARY KATHRYN OSWALD FlfV I~,) F ( . II 91i SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER Include unrelmbursed medical expenses. ITEM NI.IMBER DESCRIPTION AMOUNT $11. 20 14.27 805.00 2. 3. AT&T - Final bill Verizon - Final bill Bethany Village (5 days @ $161.00) TOTAL (Also enter on line 10, Recapitulation) $ 830.47 (If more spacE is needed, insert additional sheets of the same size) "t-',1: n~x, ',1-911 '* SCHEDULE J BENEFICIARIES ESTATE OF COMMONWEALTH OF PENNSYLVANIA INHERIlANCE TAX RETURN RESIDENT DECEDENT MARY KATHRYN OSWALD FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELA TIO~SHiP TO DECEDENT Do Not List Trustee(s) 1. William H. Oswald, Jr. 119 Walnut Circle Aurora, IL 60506 Son AMOUNT OR SHARE OF ESTATE Sole Heir ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH ~7, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the sams size)