HomeMy WebLinkAbout94-00828
IJETITION FOR PROBATE and GRANT OF LETTERS
t.:\/Clle of ~=>L_'..~'.~'_( c\-_i.'..m.~,j(L"~ . No, 0)1 -9. t.j.-::t.~k -----
CI/,m kl/oll'l/ CI,\ G.l.c .L,I (:':j::.~. ._.c:.jJ'L'" ' To:
___._...._....... ..n"nm' R~~j,I~r of Wills for th~ I
m'__""__'''' .. n..' ___, ..... [}1'<'\'Clwl!, ('Ollllty ol! :.LJuUr,J.0..L.i.::': 111 thc
SO('/CI/ SI'I'Clrlll' No, J6J.~.C.L:,"_h:.i.Q;L_. ('ol11l11ollw~llllh of 1'1'lIl1sylvllllla
Thc p~lllloll of the IIlldersl~lIed r~spe~lfully r~J1resellts Ihllt:
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Your petlllon~r(s), who Is/nr~ IN yellrs of Il~e tlf older 1111 the eX~~III;:..!_.,_..,,_...__.._.____Il'lJlCd
illth~ Illsl will of th~ Ilhov~ dm'd~llt, dlltcd .... .-1. '.~_"'::_ L' A_'~~ n__~~._____' 19.::
Illld codlcll(s) dllt~d . ...._ _nh_______h'n.m..... "........-..--.. ---...,...-----
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C,CII( CIII WIlS I Ollll" C( IItt ClItllll __~________..".___.n... _____. .01l11lY, cllmy Villi II, W
hp_I~lstJ)lInllx or prlndplll rcsldcllyc 1\lyL ,~.LLI..'~.'~~UL/.':"-.I-'--".+::.:!:':":.,'" 1\",\:",,( " ,t-
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(Ii\l ~IrCCII Ill1l1lhn UlIllllHllldpullty)
I)c 'CI1(lcllt t11C11 ,} 'L y~llrs 01' Ilgc 11,'cII " ,,' If ,.1.' l' ,I. ",' :;.1. ," 19 (1'-/
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ut _~..'.:"-,L.LL__. .}L..W':.U-L~~~~~_'--:~.,'! }.'!i.L..__l~:~~I""'-t.~~._~I.:....LJl~J' .
Except I" follows, d~ml~1I1 did notlllllrry, \\'IIS lIot dlvorc~d IIl1d did lIot hllvc II child born or Ildoptcd
IIftcr exc~lIllol1 of th~ will offcrcd for prohlltc; WIlS Ilollh~ victim of II klllln~ Illld 11'IIS IIcvcr IIdjlldlcatcd
IlIcompctcllt: _..___.._.__...______..._m............___......._._.
Decclldelllllt dCllth oWllcd propcrty with ~stlmllt~d vllllI~S liS follows:
(If domlcllcd In I'll,) All pcrsolllll properlY
(If 1I0t domicilcd in I'll,) I'crsolllll prop~r1Y III 1'~lIl1s~'lvlllIlll
(If 1I0t domlcllcd III I'll.) I'~rsolllll propcrlY III COllllty
YlIllIc of rC1l1 csltll~ III I'ClIlIsylvlIllill
sltlllllCd liS follows:
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WHEREFORE, J1~tltlollcr(s) rcspc~lflllly {~qll~st(s) thc prohlllc of thc IlIst will IIlld codlcll(s)
prcsclll~d hcrcwlth IIl1d thc grlllll of Icll~rs_1,{:!:L::~.l).\.{J;:Jl(o v'.y
(lc,IIUllcIllllry; lldlllllll(lrull~ll1 c.l,n.: ndl1llnl,trntlon d,h,n.c,t,Q.)
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OATH (W IJERSONAL REPRESENTATIVE
COMMONWEALTH OF I'ENNS\'LVANIA r t:lH
COlJNTY OF __S.~MBERL_~~!l________... __.. .,
Tht' p~lltloner(s) IIhovc.nlllll~d sW~lIr(;) or IIf1illll('llhlnth,' stllt~II1~lIt' Inthc foregoing pctlllollllrc
trllc IIIllI COllect Illlh~ hl'sl of the kllowlcdg~ IIl1d helll-I' or pelitioll~\'(S) IInd thlllllS pCr.\lllllll rcprcscll'
IlItlv~N ollh~ IIhov~ (h'~dcnl pelitlon~r(\) will \\l'Il~ IWly IIdll1ll1lst~1 h~ CSllIlC IIceordlng to IIlW,
SWOIn 10 01 1Illlrlll~d IInd ,"h'~rlh~d t~.p.e. ---- ~
h~fOlI' 1Il~ Ihls 28TH dll~OI - - ---. ~'
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Th':" i, to n:rrifr [hat dll' illfOrlll.llillll ht'IT givl'1I i'i t'(II'I('(lI~' IOI'H'Illllllll.l1I (lr1l.',II1,d u'llili(dlt, (II (I{"lth duly fikd wilh me liS
Lllc.lI Rt'gislr.IL Till' origin.d t'l'nifillllt' willlw forw.jrdl'd III Ihl' ,"'I,lIt' Vit.d 1{((llld'i (lllill' IlII Jll'IIlI.IIH'JU Idjl,'~
WARNING: Ills Illegal to dupllcato this copy by photostat <>r photograph,
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1'('(' ("I' ,lih [('fll(iell,', Will t'Zz"w .I-'~~4\1~~';~_
I.Ul',tll\l'f:JMl'ar d""
2513892
No,
~EP. ~6.19.9A _,.,. .__
\),11('
OOMMONWEALTH OF PENNSVLVANIA' OEPARTMENT OF HEALTH' VITAL RECOROS
OERTIFIOATE OF DEATH
ITATI RJ.......
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Jones 1 lIale 181 - 07 -1l3!W ge tillber 26. 1994
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28, 1994 \lon-()..L1h Vault Oruator~ ,.Sohaetter.town, PA
arthellore
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Chohany. Should my nephew, Stephen D. Chohany or his
wife, Rebecca E. Chohany, not be living at the time of
my death, then all of my said shares in the Delaware
Fund I own at the time of my death, will go to his or
her surivor.
ITEM IV. I devise and bequeath the residue
of my estate of every nature and wherever situate to my
nephew, Stephen D. Chohany and his wife, Rebecca E.
Chohany. Should my nephew, Stephen D. Chohany or his
wife, Rebecca E. Chohany, not be living at the time of
my death, I devise and bequeath the residue of my
estate of every nature and wherever situate to the
survivor.
ITEM V. It is my desire that my nephew,
Stephen D. Chohany and his wife, Rebecca E. Chohany,
use funds out of my residuary estate for the formal
education of my grandnephew, Nicholas P. Chohany.
ITEM VI. I appoint my nephew, Stephen D.
Chohany, executor of this my last will. Should my
nephew, Stephen D. Chohany, fail to quali,fy or cease to
act as executor, I appoint my nephew, Stephen D.
Chohany's wife, Rebecca E. Chohany, executrix of this
my last will.
ITEM VII. The Gilbert Parthemore Funeral
Home is to have charge of the funeral arrangements.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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'OR DATlS OP blATH A'TlR 12/31/91 CHICK HIRI
II A SPOUSAL
POVaRTY CRlDIT IS CLAIMID [.1
PiLi NUMIIR ----,..-,
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COUNIY COD~.
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COMMONWEAlT~ Of PENNSYlVANIA
OUAUMfNT 0' REVENUE
om 180601
HAUISBURG. PA 17128.0601
o CfO!N " NAMf ilm:'-,i~5'i:-"ND-;"'I'~-OH 1~411;Alt"
JoneH, Stanley G,
~ iOc",iic",Ii,'NUMii,' --n."U--j"TiO'-OiAlti..m Jii.fi'O;-ii;fH...'U
,.~_.. ~;~~C~i;~:~~:,~.~~~~ii:,i,,:~,::,,':~~:~~;~~~.~:rcl~~.~~c~~!)u:~~l.::
[XII. O'lglnal R.lurn [I 2, Suppl.m.nTal R.lurn
U 4, llmlt.d E.lal. [ .I 40, fululO In,,,.II Camp,omh.
110, dalOl of d.alh aflor 12.12-B21
006. O."d.nl Ol.d 1"101. [' I 7. Doc.d.nl Molnlainod a lI,lng TIUII
IAllach COP) of Willi IAlloch copy of llU.l}
ALL CORRISPONDINCI AND CON'IDINT1AL TAX INPORMATlON IHOULD I. DIRlCTID TO.
NAME COMPI f MAIIlNO"AOQRfSJ ,
\Hllialn J, PeteI'H, EflquJre etefs IJ< IvnH.llefskJ
iIilllloNiNUMii..---..,--"-'-~....-----..------ 2931 North Frdnt Street
717.~ .2..38-75,55. . Ilnrrl,Hburg, PA 17110
I. R.al E 11010 (Sch.dulo A)
7. Stock, and Band. ISch.dul. BI
3, Clo,.ly H.ld Slo,k/Po,tn."hlp Inl".IIISch.dul. CJ
4, Mo"gagOl and NolOl Roc.l,abl. ISch.dul. D}
5. COlh, Bank Depollll & MltcellonoouI Porlonal Properly
ISch.dul. E}
6, Jolnlly Own.d P,opor'y ISch.dulo fl
7. I,on"." ISch.dul. GI ISch.dul. LI
B, lalol Groll AII.II (Iolollln.. 1.71
Q, Funeral Expen1!l, Admlnl.tratlvo COlh, MhcellaneouI
E'p.n.OI (Sch.dul. HI
10, D.bll, Morlgag. lIabllillOl, ll.nI (Sch.dul. II
II. T 0101 D.ductlon. Ilolollln.. 9 & 101
12, Not Value of E'lolo 11In. B mlnUlllno II)
13, Cha,itabl. and Go,ornm.nlal B.quOlI'IS,hodul. J}
14, N., Valu. Su..blocllo la, (line I? mlnu~ lIn. ]31
15, SpoUlal Tranll." (10' dol.. of d.olh allor 6,30,94)
See In.'ructlons for Applicable Percentage on Re'ol.ne
Sid., Iln,lud. ,aluOl Irom Sch.dul. K 0' S,h.dul. M,I
16, Amount (lllln, 14 tOKoble 01 6% role
Ilnclud. ,aluOl from Sch.dul. K 0' Sch.dulo M,)
17. Amount of line 14 taxable 01 15% raiD
Ilnclud. ,aluOl from Sch.dul. K 01 Sch.dul. M,I
1B, P,lnclpallo, due IAdd 10' from llnOl 15, 16 and 17.1
19. Cr,dill Spoulol Pa....'lffy Crodil Prior Po)'menll Dhcolln!. Inlerel'
$506./4
...._-.- - ..-~--- "--.- - + -.. .-----.----- + --- - --~----
20, If lIn. 19 I, glOalOl Ihon lln. lB, onlor Ih. diff",nco on lln. 20, Ihll h ,h. OVIRPAYMINT.
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21. If lIn. 18 h g,.al" Ihan lln. 19, onlOl Ih. dlff".nco on lIn. 21. Ihh h Ih. TAX DUE,
A. Enler the InltHtI' on Ihe balance due on line 21A.
B, Enl" Ih,'olol ollln. 21 ond 21A on lIn. 21B, Ihl. 11th. BALANCE DUE,
Mak. Chock Payabl. tOI R.gl.t., of Will., Ag.nt
, ---.- ~ ,,---I.SU-RIYO AillWIR ALL Qu.iTlC?.~s oNiirmii SIDI AND TO RICHeCK MATH ~ ~ I
Under pencltlu of perjl.'ry, I de do,,, Ih""I have e~omlned Ihll relUtil, Including accompanying schedul81 and slalemenh. and 10 the bell of my knowledge and bell.f,
It I, Irull, correcl ane: complele. I declare Ihal all real 'Ilale hOl been roporled allrue markel value, Declaration of prepar., olher lhan the penonal repre.entatlve II
balld on alllnformallon of which preparer has any knowledge.
~ION (6Plii56N~NS!B~r '~NOiTIUiN---AOOif~., ~---~~-------- -. --- --- ~---~-_.- DAlf .' ,---
, ,'mti"iI>;Tt~ tlN1~ll' ,- ,h;Dri,~,'L ILL,! h1.1....f:)L-~'-'t-+2-~3rl 'i o;..fk!4C!(i
,uJ~\':JJ .1J...._.~.!...L:.,~'.i."::.!-njkn V':>I.J/.i'Uj:./'JA J-2lqhL
YeAR
NUMBER
DfCfDHH'S CQMmn AODRESS
I~nder NurHinc & Convalescent
1700 Mnrket street
c9"~r,nIllU.Hll\Qa^__~011
AMOU~H U(flVfD ISEf INSTRUCTIONS]
- --+--------
[') 3, R.molnder RolUln
. Ifo, dolo' of d.alh p,lo, 10 12.13.B21
[J 5, f.dorol Ella'. la, R.lurn R.qulr.d
.Q. 8. 10101 Number 01 Sol. D,pollt Bo,..
---,
III,...,
12 I --......
13) .. .._..,_......' ....__....______
14} $'7li';.39'6:T4-'.."---,..
15 ) -.---. .,----,--
Ie) ____.,_.___.._.._._._____
( 7) ._,,___.,,_._.____
(8).J.14,396.14
19) ~0-,-E:J~.Q9_
1101 ~457. 39
$6,830.39
$67,565.75
Ill)
112)
113)...___._
(14)
lIS) _______.______~,__..
(16) __________~__~ ,06 ..
$67,565.75 .. $10 134.86
(17) _.___.__,__.._,___~ ,15 ,_~
(181 __~1O, 134.86
(191 .
(201
$506.74
Cllt'(~ h('I(' ., you CUl' 11'(IU(.\tinu (I !I..fl/lld of yOUl OVt'lpuYInI'nl
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(211 J_'!,...~3~.!!..._.___
121AI _____.
121BI
fll'.l~ II I ~. I' "I
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES PI..a.. Print tJ.r !y.~
... ,..... ......,- .-. .......,..-... . 'J-'- -1iItE NUMB'IR
Stanley G. Jones ___n_..______._____________,__________ ___.__.___
. ..._.__.______~._..__._..___._.._.._._n _~__.~..n__
AMOUNT
.
COMMONWlAlHl Of PENNSYIVAt~IA
INIlElUlMlct TU MOURN
RE\I~UH D!CEDf!H
ESTATioF'
ITEM
NUMBER
A,
B.
4,
C,
1.
2,
3,
4,
5,
6.
7,
8,
DESCRIPTION
-.------------
... _n_~_.___..__..~__ ___~. ----..- --------
1.
2.
Funtlol hp.n...,
Parthemore Funeral Home
Gingerich Memorials
$2,024.00
$355.00
1.
Admlnl.tratlvt Co.'"
Personal Representative Commllllons
Social Securliy Number of Perianal Representallvtl ---.
Year Cammllllons paid .........,.. ___...____
2.
Allorney Fees
Peters & Wasi1efski, Harrisburg, PA
Family Exempllon
Claimant n...........____ ...__,__'_'m' Relallonl},lp
Addroll of Claimant at decedent's dealh ,
$3,720,00
3.
Slreet Addrell ,.
Cliy
..., _... ___,. ,.____._._..._..Slale _____ Zip Code__,----:...
Probale Fees
Register of Wills of Cumberland CQunty
MI.c.lIan.au. Exp.nlt"
Inheritance Tax Filing Fee
Inventory Filing Fee
$232.00
$15.00
$10.00
$17.00
Family Settlement
TOTAL lAlla enlor on line 9, Recapliulallonl S 6 3
(If molt .pac. I. "..d.d, Inllft addlllonal .h.... of .am. .11',1
. :~D
'''''llIl'''il''l~
COMMONWrAITH 0' PlNHiY\YANIA
INHUI1ANCt ~X II,ulN
.UIOINT O'CID HT
"
SCHEDULE I
DEBTS OF DRCEDENT,
MORTGAGE LIABILITIES AND LIENS
Pl.a.. Print or TVp.
IL BIR
ISTATI 0'
Stanley G. Jones
ITlM DESCRIPTION AMOUNT
NUMBER
1. Leader NUL'sing Home $11.70
2. Penn American Water Company $7.17
3. PP&L $14.90
4. Jack Whorl Chevrolet $:142.94.
5. AT&T $59.57
6. Holy Spirit Hospital $12.27
7. Steven Chohany (Pastoral Fees) $100.00
8. Cumberland Law Journal ~40.00
9. The Sentinel 68.84
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TOTAL (Aha entor on IIno 10, Rocapllulallon)
(II more .paco /I noodod, InlOrt additlona/.h.." 0' .am. "..,)
$ 457.39
,. \
,.
Chohany. Should my nephew, Stephen D. Chohany or his
wife, Rebecca E. Chohany, not be living at the time of
my death, then all of my said shares in the Delaware
Fund I own at the time of my death, will go to his or
her surivor.
ITEM IV. I devise and bequeath the residue
ot my est~te of every nature and wherever situate to my
nephew, Stephen D. Chohany and his wife, Rebecca E.
Chohany. Should my nephew, Stephen D. Chohany or his
wife, Rebecca E. Chohany, not be living at the time of
my death, I devise and bequeath the residue of my
estate of every nature and wherever situate to the
survivor.
ITEM V. It is my desire that my nephew,
Stephen D. Chohany and his wife, Rebecca E. chohany,
use funds out of my residuary estate for the formal
education of my grandnephew, Nicholas P. Chohany.
ITEM VI. I appoint my nephew, Stephen D.
Chohany, executor of this my last will. Should my
nephew, Stephen D. Chohany, fail to qualify or cease to
act as executor, I appoint my nephew, Stephen D.
Chohany's wife, Rebecca E. Chohany, executrix of this
my last will.
ITEM VII. The Gilbert parthemore Funeral
Horne is to have charge of the funeral arrangements.
-2-
, .'
. -,~ -.' ,..--
COMMONWEALTH OF PENNSYLVANIA
S5:
COUNTY OF DAUPHIN
We, Stanley G. ,Tones, "S-fn,y,~ G" J~
111./1, -rnL. M"~,, 8, Fve.dma.1\J
J~ll.llil,l!!.~~ and U1NUt. () ,WQ_t~, the testator
and the witnesses, respectively, whose names are signed to the
attached or foregoing instrument, being first duly sworn, do
hereby declare to the undersigned authority that the testator
signed and executed the instrument as his last will; that he had
signed wi1lingly~ that he executed it as his free and voluntary
act for the purposes therein expressed, and that each of the
witnesse~, in the presence and hearing of the testator, signed
the Will as witness and that to the best of their knowledge the
testator was at that time eighteen (18) years of age or older, of
sound mind and under no constraint or undue influence.
::::::::.~~~ residing at p~ n.
--:.) residing at -11:: t;
Witness,U I, "t) ,--L:\ (,~r- residing at
Witness, ~Cl~ 0 1,L1O(YtiA~ residing at !1t.~ ' Jff)
Subscribed, sworn to and acknowledged before me by
Stanley G. Jones, the testator, and subscribed and sworn to
before me by J.uJJ In m J :J!.t:Cr'? I'-'Ia.j B r'(v~" M .and
D:l/\('l D. U)<i..U",<'/ , witnesses, this :2:1.M day of l1JJ~
1993.
~~,4
Notary Pub .0
NOTARIAL 3t'A'.
P. KATHR\':'-I SIJIJII.,;r;;: ~;II(II('f Publlo
Ham:out~, OUlI;Jf11(1 C(J~nry
M Comml ,ion F.ll: i,~S MatCh 30 1995
-,
COMMONWIALTH 011 PENNSYLVANIA l
COUNTY 011 CUM'ERLAND J
PI
.____J'tephen D. ,Q!l~~_~l!L_.__.______._.____
being duly sworn____ according to law, depose I and saYI that he Executor
..______._..._______ of the eltete of Stanley G. Jones
late of _.c;~I1lP.Hi 11 . ..... ....._.___ ___, Cumberland County, Pa" declll8d and th.t the
within Is an Inventory made by .._~~~!.i.~'!l,.._!..~_.Peter,~_'_ uE_s.qui_r~___, the uld Attorney
of the entire ..t.te of uld decedent, conllltlng of all +he perlonal prop'arty and real ..tate, except rill lltete ou"'de
the Commonwealth of Pennlylvanla, and that the flgur.. oppollte caoh Item of the Inventory represent It'l f.lr v.lue
e! of the date of decedent'l death.
S'->..::l\:)\'L~'
\'\.
C\'-\
_19__
.--J~,lJ-.i) fJ) ,
..' Ex..,t., . Admlnht,.t ,
end lublcrlbed before me,
r'!o'crblfu<ll
rtm~;J' J CUIIII, t ~:1',HV Pul>l1o
Illl,;'I'''I"I}\lI,I'LICC\,nly
MVrl) '\:I~' "':':1 c.; ),,\;/\":) .11, 1090
_~Conl~y Lane
Etters, PA 17319
Add""
~~-.....,,,.. -...-.'.-.. . -."'. - .-.--- ..~ _.-
~' 'f r', I ,i,.' ,,' ':',1 ~ . \;h(,,'S
D.te of Death
26
D.y
September
Month
1994
Vu,
INSTRUCTIONS
I, An Inventory mud be flied within three monthl after appointment of personal representetlve,
2. A lupplement Inventory mUlt be flied within thirty daYI of dllcovery of addition. I aue",
3. Addltlonallhee" may be attached 81 to personaltv or realty
4. See Article IV, Flduclarl.. Act of 1949,
QJ
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j.'S'liIS \
REV-1547 EX AFP 112-94_
COKHUHWEAl HI Of PENNSYLVANIA
OEPARTHfNT Of REVENUE
!UREAU OF INDIYIDUAL T'~ES
om, /8060 I
11ARAIS!URO. rA 111ZS.0601
fSTATE all JOIlr!--' r stAli .. (l-~-~~-- - FILE NO.
DATE OF DEATH 09-26-94 COUNTY
NOTE I TO INSURE PROPER CREDIT TO YOUR AccnUNT, SUBHIT THE UPPER PORTION OF THIS FORI1 WITIt YOUR TAX
PAYHENT TO THE REGISTER OF WILLS, HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAVMENT TO:
//1 ) -3//1- ,1{)
, '! .'.
NOTICE OF INHERITANCE TAK
APPRAI~EHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ACN
101
~
V(
o
DATE
-
WILLIAM J PETERS ESQ
PETERS ETAL
2931 N FRONT ST
HBG PA 17110
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.ount R'oIito~-l
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
R!V: i seij. iif. A i= ii - i 1'2'-"94 Y. NOT iar -OF -INH iii i TAN-O! - TAX - iiP' PAX is iii-tiNT"; -A r. UiWAN-O! - cili'. - - 0..... - 0 0.0.._
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JONES STANLEV G FILE NO. 21 94- 0828 ACN 101 DATE 02-28-95
TAX RETURN WAS I I X I ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI 00 \d :n
ORIGINAL ~fl; -(14',
1, Rill E.tlt. ISoh.dull Al (11 ,J . ,00 Ul ,,:,1.'
, (,
2, stook. Ind Bond. ISohldull BI 121 ,00 "
5, Clo,"ly H.ld Stook/P.rtnlr.hlp Int.rl.t I Sohldule C I 151 .00 ITI
LU
4. Hortglgl./Notl. R.oll.lbll ISoh.dul. DI 141 .00 N
5. e..h/B.nk DIPod t./Hha. Plrson.l ProPlrty ISoh.dul. EJ 151 74.396.14 OJ
6. Jointly O.~ld ProPlrty ISchldul. FJ (61 ' ' .Q.Q..:':'J
7. Trln.f.r. ISohldull GJ In . . . 00 f:~) (I' .....,
8. Totol A..III 'ti (8)(:'! 7~'; 39Lll
. ,.1 0
APPROVED DEDUCTIONS AND EXEMPTIONS I 6,373.00
9. Funlrll E.pln.I./Ad.. Co.t./HI.c. E.p.n.l. ISchldul. HI 191
IG. Dlbt./Hortglgl Lllbllltll./LI.n. ISch.dul. II (101 457.39
U. Totll D.duotlon. III I 6,1l30 3'l.
12, N.t VIlu. of TI. R.turn 1121 67,565.75
U. ChlrltlblI/Go..rn..ntll aoqu..t. (Schldul. J) 1151 .00
14, Nit VIlu. of E.tll. Subj.ot to TI. 1141 67,565.75
If an allal'ment wal illued previoully, linel 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of a1h returnl alBelBed to data.
ASSESSMENT OF TAXI
IS, A.ount of Lln. 14 II Spou.ll rlt. 1151
16, A.ounl of Llnl 14 11.lbl. It Lln.II/Cll" A rlt. 1161
17. A.ount of L1nl 14 to..blo It CoUltorll/Cll.. Brit. 1171
18, PrlnolPll T.. DUI
NOTEI
.00X,03.
.00x,06.
67 , 565 . 75 X . 15.
1181
.00
.00
10,134.86
10,134.86
TAX CREDITS I
PAYHENT
DATE
12-15-94
-
RECEIPT
NUH8ER
MM913297
DISCOUNT 1+1
INTEREST I-I
506.74
AHOUNT PAID
9,628.12
TOTAL TAX CREDIT
-----
BALANCE OF TAX DUE
1NTEREST
----
TOTAL DUE
10,134,86
,00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL nUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
~ESE~VATlOH,
PU~POSE OF
HOTlCE,
PAiH~Hl ,
~EFUHO I C~),
OIJECTlOHS'
AOHIH
1S1~ATlVE
CO~~ECTlOHS,
0lSCOlJH1,
IH1E~ES1'
",
II' '..'
',..'
Jr.
E.tl'" of dlcld.nt. dvlng on or bl'ar. DIG'Ib,r 12, 1912 .. l'lny future Int.r..t In thl ..tat. I. 'ran,flrred
In POI.I..lon or .nJoy..nt to el... I (0011,',r,1) bln,flol,rl,. of thl dlc.dlnt .ft.r thl IMplr,tlon of anY ..tlt. for
11f. or for VI.r., thl Co,.onw'llth hlr,by IMpr...lv r"'rY,~ thl right to appral.. and ...... trln.f.r Inhtrlt.nol TIMt.
at thl 1.wful CIa.. B (0011,'.r.l) rat. on any tur.h future Int.r..t.
To fulfill thl rlqulrl..nt. of Slot Ion 2140 of thl Inherlt.nol .nd E.tat. TIM Aot, Aot ZZ of 1991. 72 P,S.
Slotlon 2140.
D,t.ch the top portion of thl, Hotlel and .ublit with vaur Ply..nt to thl Rlg:,',r of Will, printed on thl r,Vlr'l .Ide.
--H.k. chook or .cnli ordor PIi.bl. to, REOISTER OF HILLS, AOENT
All PIVlant. r.caiYld .hall flr.t bt applied to .ny I"t.r..t which .ay b, dUI with any ri..lnd,r applied to tha tl~,
A ,.fund of 0 tlK oradlt, which wa. not r.qua.tad on the YaK Return, ..y b, r.qua.tad by coapl,tlng In "Applloatlon
for R,fund of Plnn.vlvanl. Jnhlrltancl and L,t.t. Tax" (R~Y41!1!). Application. ar. Ivallabl, It the Of,101
of the Rlal.tar of Wills, any of the Zl R,vlnue olltrlot O"ICII, or by callIng the 'Plolal Z4-hour
tn.warlna ..rvlot nu.b.r. for 'or.. ord.rlngl In Plnn'Vlvanl, 1.800-162-2050, out. Ida Plnn.vlvanla and
within 10011 Herrl.burg .r.. (717) 767-8094, TOOl (717) 772-2252 (H..rlng Ilpalr,d Onlvl.
Any party In lnt.r..t not .Itl.fltd with th~ Ipprat....nt, allowlne. or di.lilowaneD of dlduettoR', or ........nt
of taM (Inolualng dl.count or Int.r..t) a. .hown on thllNotlcl .u.t obj.ot withIn IJMt~ (60J d"~. of r.c.lpt of
thhNot1el b~l
..wrltt.n prot..t to the PA D,plrt.,nt of Rlv.nul, BOlrd of ApPIII., D.pt, ZII021, Harrl.burg, PA 11121-1021, OR
...l.ctlon to havI the ..tt.r dlt.r.in.d at audit of the aocount of the p,r,onll r,pr,..nt.tivI, OR
..IPpIII to the Orphln.l Court.
FactuII error. dl.covar.d on thl. a.......nt should b. .dd~....d In writing tal PA D.plrt.lnt of A.v.nuI,
fur..u of Indlvldull TnA", ATTNI POlt A.......nt R.vl,w Unit, nlPt. 280601, H.rrl.bur~, PA 1712..0601
Phon. (717) 7.7.6S0S. S.. pig. 3 of th.bookl.t "In.tructton. for Inhlrltlnol TIM R.turn for I R..ldlnt
D,cld.nt" (REY.ISOI> for an IMpt.nltlon of Id.lnl.trltlv.lvoorrlotabl. .rror..
If In~ teM due I. paid within thr.. (3) callndar _onth. Ift.r thl d'cld.nt'. d.ath, I flvI p.rclnt (S~) dlloount of
the taM paid II allowld.
lntlrl.t I. oharg.d blulnnlng with flrlt da~ of d.llnq~.no~, cr nln. (9) .onth. Ind onl (1) d.v fr~. the data of
dlath, to thl dlt. of pIYllnt. TIMI. which blc", dlllnqu.nt bafor. Jlnuar~ 1, 1'12 blar lnt.r..t at the rat. of I
'1M (6~) p,rolntp.r annul caloulat.d at a d,Jlv rate of .000164. All t'MI. whloh hlca.1 d.llnqu,nt on Ind ,ftar
Janudrv 1, 1982 will b..r Int.r..t at a retl whloh will Y.r~ fro~ oallndar ylar to oallndar Yllr with th.t r.t.
announold b~ the PA D.part.lnt of R'vlnu.. Th. appllcabl. lnt.r..t rata. for 1912 through 1995 ar'l
'!!.!!; Int"..t Rate Dally Int"..t faotor ~ Int.rut Rata Dally Int"..t Flotar
1912 20X .000541 1911 9X .000241
I9U I6X .000411 1911-1991 IlX .000101
t9l4 I1X .000101 1992 9X .010241
1911 IlX ,000116 1991-1994 IX .0ool92
1916 lOX ,000l14 1991 9% .000241
. .Int"..t I. calculat.d .. followll
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X OAILY INTEREST FACTOR
.~An~ Notlo. I..ued aft.r thl taM baco... d'llnqu.nt will refl.et In Int.rl.t caleul.tlon to flft..n (15) dav.,
hlyond the dati of the ij.......nt. If pay..nt I. _adl after the Int,r..t co.putltlon data .hownon the
Notlo., addltlonal Inter..t .u.t be oaloullt.d.
,
.
FAMILY SETTLEMENT AND FINAL RELEASE
ESTATE OF STANLEY G. JONES
KNOW ALL MEN BY THESE PRESENTS, that
I
I
I
I
WHEREAS, Stanley G. Jones, late of Leader Nursing and
Convalescent Center, 1700 Market Street, Camp Hill, Cumberland
County, Pennsylvania, Deceased, died Testate on September 26, 1994,
having made his Last Will and Testament, which was duly executed in
December 1993, and duly recorded in Cumberland County,
Pennsylvania, File No: 1994-00828, Register of Willsl and
WHEREAS, the said Stanley G, Jones, by his aforesaid Last
Will and Testament., named his nephew, Stephen D. Chohany, Executor
of his Last Will and Testament; and
WHEREAS, Letters Testamentary on the Estate of the said
Stanley G. ,Jones were duly issued by the Register of Wills of
Cumberland County, Pennsylvania, to the said Stephen D, Chohany, on
September 29, 1994; and
WHEREAS, the said Stephen D, Chohany, as Executor of the
Estate of Stanley G. Jones, has gathered the assets of the Estate
of the said decedent and the assets consist of both real property
and personal property, to a total value of $74,396.14, as set forth
in "Exhibit A", which is a statement of account of the said
Executor and which is attached hereto and made a part hereof, and
marked "Exhibit A"; and
I
,I
WHEREAS, the debts and deductions, including the payment
of Pennsylvania Inheritance Tax in the said Estate, amount to
$16,458.51, leaving a balance for distribution of $57,937,63, also
set forth in the statement of said Executor, which is attached
hereto and marked "Exhibit A"; and
WHEREAS, the balance for distribution as shown in the
said statement marked "Exhibit A" has been distributed in
accordance with the terms of the Last Will and Testament of the
said Stanley G. Jones.
NOW, THEREFORE, KNOW YE, that I, Stephen D. Chohany, of
70 Conley Lane, Etters, Cumberland County, Pennsylvania, 17319,
being the nephew of the said Stanley G. Jones, Hilda A Schminky,
204 North Crystal Green Apartments, 4321 N.W. Ninth Avenue, Pompano
Beach, Florida 33064, being the sister of the said Stanley G, Jones
and Jean A. Jacobs, 320R Bridge Street, New Cumberland,
Pennsylvania 17070, being the niece of the said Stanley G. Jones
and being those persons entitled to inherit under the terms of the
Last Will and Testament of the said Stanley G. Jones, and being the
persons entitled to inherit under Paragraphs Two, Three and Four of
the said Last Will and Testament, do hereby acknowledge that we
have this day had and received from the aforesaid executor, in full
satisfaction and payment of all sum or sums of money, legacies,
bequests and devises as are given, devised and bequeathed to me by
v
the said TJast Will and Testament, the amounts d\le me under the said
Last Will and Testament, which amounts we have received this day, .
and which amounts are in the amount set opposite my respective name
in the Table and schedule of Distribution and said Statement
attached hereto and marked "Exhibit A" I and
I do her.eby stipulate that in order to avoid the expense
and time involved in the filing of a Formal Account and Schedule of
Distribution, I agree that no account is necessary and do hereby
agree that we do conBent to distribution being made without the
filing of an Account and schedule of Distribution, the same to be
with t.he same force and effect as if one had been filed and
confirmed by t.he Orphans Court Division of the Court of Common
Pleas of cumberland County, pennsylvania.
THEREFORE, I do hereby remise, release, quit claim and
forever discharge the same the same Stephen D, Chohany, Executor
aforesaid, his heirs, executors and administratorS and assigns, of
and from the said Estate from all actions, suits, payments,
accounts, reckonings, Claims and demands whatsoever for or by
reason thereof, or for any other use, matter, cause or thing
whatsoever, touching upon the Estate of said Stanley G. Jones, and
the deeds of the executor of the Estate, and I do further hereby
covenant and agree that should any liability come due to the Estate
of the said Stanley G. Jones after the signing of this Agreement,
I hereby covenant and agree, as the aforesaid Executor, that I will
contribute pro rata, my share of t.he Estate to satisfy any and all
claims, demands, suits or causes of action which may be
successfully prosecuted against the Estate of the said Stanley G.
Jones, Deceased, or the aforesaid Executor after the signing,
sealing and delivery of this Family Settlement and Final Release,
IN WIJl\E5JS WHEREOF, I hereunto set my hand and seal this
),2 day of /1.1 uy , 1995.
(,
j,) /J ') 11.1 / /L
'(1 /(;'I\, l./~ 'llaBt<./, ?'I
Witness
ll/7 JJ ()/{ IJ ;/ "
'f..-(A'j),,,, ,.<:J '- ..' t2 /J/(.F7:f",
Witness
, '
, '
the said Last Will and Testament, the amounts due me under the said
Last Will and Testament, which amounts we have received this day,
and which amounts are in the amount set opposite my respective name
in the Table and Schedule of Distribution and said Statement
a,ttached hereto and marked "Exhibit A"I and
I do hereby stipulate that in order to avoid the expense
and time involved in the filing of a Formal Account and Schedule of
Distribution, I agree that no account is necessary and do hereby
agree that we do consent to distribution being made without the
filing of an Account and Schedule of Distribution, the same to be
with the same force and effect as if one had been filed and
confirmed by the Orphans Court Division of the Court of Common
Pleas of Cumberland County, Pennsylvania.
THEREFORE, I do hereby remise, release, quit claim and
forever discharge the same the SCime Stephen D. Chohany, Executor
aforesaid, his heirs, executors and administrators and assigns, of
and from the said Estate from all actions, suits, payments,
accounts, reckonings, Claims and demands whatsoever for or by
reason thereof, or for any other. use, matter, cause or thing
whatsoever, touching upon the Estate of said Stanley G. Jones, and
the deeds of the executor of the Estate, and I do further hereby
covenant and agree that should any liability come due to the Estate
of the said Stanley G, Jones after the signing of this Agreement,
I hereby covenant and agree, as the aforesaid Executor, that I will
contribute pro rata, my share of the Estate to satisfy any and all
claims, demands, suits or causes of action which may be
successfully prosecuted against the Estate of the said Stanley G.
Jones, Deceased, or the aforesaid Executor after the signing,
sealing and delivery of this Family Settlement and Final Release.
1~7 IN WITNESS WHEREOF, I hereunto set my hand and seal this
- day of //4''/ , 1995.
.).')
~....., c ,':..':5. ,10A<<~ ...<"~.
/ ~ness/ / .
C ". I
. .
Stephen D, Chohany I Executor under the Last Will and
Testament of stanley G, Jones, deceased, hereby declared under
Penalties of Perjury that he has fully and faithfully discharged
the duties of his office; that. the foregoing First and Final
Aocount is true and correct and fully discloses all significant
transactions occurring during the accounting period; that all known
claims against the Estate have been paid in full; that the first
complete advertisem~nt of the grant of letters was more that four
months from the date the i\ccount was filed; that to his knowledge,
there are no claims now outstanding against the Estate; and that
all taxes present.ly due from the Estate have been paid, He
understands that false sti\tements herein are made subject to the
penalties of 18 Pa,C,S.A. section 4904 relating to unsworn
falsification to authorities.
I
,I
,De9J,..,.
Chohany
I
Sworn to and subscribed
I
before me this . ) fi.day
of '))1 "-A! _,
) / J
Nj~~j~ 'P:~~li9 r"
"1
1995,
, t
~J-,,\, ',~ ~ ...~,
,')
Nolarlal Soa\
p, I(allllyn Swartz, NolnfY Pllbllo
HarrlAbllJ(1 '111110hln County
My r.ornml..,t:' Mqrch 30,1999
MW~.I".'\!I' . ,~_.;':~INolanes
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STATEMENT OF ACCOUNT
STEPHEN D, CHOHANY, EXECUTOR
QF THE ESTATE OF STANLEY Q, JONES
The Account charges himself as follows:
PERSONAL INCOME
Bank of Pennsylvania
Checking Account #10-363688
Bank of pennsylvania
Certificates of Deposit
#80000 133989
#80000 134004
#80000 134039
#80000 134071
#80000 157497
Advantage Capital corporation
Delaware Fund #5021985788
$57,639.24
$1,000.00'
$1,531.00
$1,000,00
$1,000.00
$10,000.00
$2,025.90
$74,196.14
TOTAL INCOME
PERSONAL PROPERTY
1985 Chevrolet Citation
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$200.00
$200!00
$74,396.14
TOTAL PERSONAL PROPERTY
rOTAL PRINCIPAL RECEIPTS
DISBURSEMENTS
TOTAL DISBURSEMENTS
$2,024.00
$355.00
$3,720.00
$232.00
$15.00
$10.00
$17.00
$11.70
$7.17
$14.90
$142.94
$59.57'
$12.27
$100.00
$40.0b
$68.84
$9,628.12
$16,458.51
parthemore Funeral Home
Gingerich Memorials
Peters & Wasilefski
Probate Fees
Inheritance Tax Filing Fee
Inventory Filling Fee
Family Settlement
Leader Nursing Home
Penn American w~ter Company
PP&L
Jack Whorl Chevrolet
AT&T
Holy spirit Hospital
stephen Chohany (Pastoral Fees)
Cumberland Law Journal
The Sentinel
Inheritance Tax
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B~CE FOR DISTRIBUTION
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PROPOSED.. DISTRIBUTIONS TO BENEFICIARIES'
Hilda A Schminky
JeanA. Jacobs
Stephen D. chohany
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STATUS REPORT UNDER RULE 6.1~
Name of Decedent I Stanley G. Jones
Date of Death: 9/26/94
Will No, 1994-00828
Admin, No,
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:
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.L.-_ No,
b, The separate Orphans' Court No, (1f any) for
the personal representative's account iSl
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
Cerk of the Orphans' Court and may be attached to this report.
Datel 9/18/96
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Signature
William J. Peters, Esquire
Name (Please type or print)
2931 North Front Street, Harrisburg,
Address 17110
m 7 ) 238-7555
Tel. No,
capacitYl Personal Representative
X Counsel for personal
represent~tJ.ve
(MAH:rmf/AM3 )