HomeMy WebLinkAbout07-17-12 (2)
1505610105
OFFICIAL USE ONLY
County Code Year File Number
"~ REV-1500 ex to2_ll, «, ~ .
PA Department of Revenue pennsylvama
Bureau of Individual Taxes au - ~ INHERITANCE TAX RETURN
Po BOx zso6o> RESIDENT DECEDENT
Harrisburg PA 1'712$-0601.
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth
MMDDYYYY
206-10-9199 10/23/2011 03/02/1919
Decedent's Last Name Suffix Decedent's First Name MI
HILTON PAUL J
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death
Prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
KATHY A. KOKOSKI, EX. (717) 234-1833
REGISTER OF WILLS USE ONLY
n.f
First Line of Address ~~'7. ~ ~`. Tt ~~
6209 WESTOVER DRIVE ~~ ~.,~ r-_
tf
Second Line of Address _
~G,-; 1 ; ~1 ~ ~ -~-
City or Post Office State ZIP Code ~1;E;FtLED ~ --~
:
MECHANICSBURG PA 17050 . ~ N
~ c.~ ~
;,,,,, Q
Correspondent's a-mail address: CdkCpa120 comcast.net
Under penalties of perjury, I deGare that 1 have examined this return, including accompanying schedules and statements, and to the hest of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge .
S~IQ ~ ~I~RE$OF FjfRS~l ~t~Ey~PO~N~I~LE,`OR FIt~NG RETI} ~~`=~~~~/~~' ~ v ~~r~ E /~
6209 VV€~fOVER DRIVE, MECHANICSBURG, PA 17050
SIGNAT KE~RER~ER T REPRESENTA~/E DATE
ADDRESS
CHARLES D. KOKOSKI, CPA, 120 STATE STREET, HARRISBURG, PA 17101
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610105 1505610105 J
fl
c:
REV-1500 EX (FI)
Decedent's Name: PAUL J. HILTON
Decedent's Social Security Number
206-10-9199
RECAPITULATION
1. Real Estate (Schedule A) ........................................... .. 1. 0.00
2. Stocks and Bonds (Schedule e) .................................... ... 2. 478,404.06
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 0.00
4.
9 9 { ) ........................
Mort a es and Notes Receivable Schedule D 4.
... 0.00
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 898,141.65
6. Jointly Owned Property {Schedule F) O Separate Billing Requested .... ... 6. 198,702.68
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
7
78
500
00
(Schedule G) O Separate Billing Requested..... ...
. .
,
8.
( 9 ) ..........................
Total Gross Assets total Lines 1 throw h 7 8.
... 1,653,748.39
9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 61,007.82
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. 3,426.87
11. Total Deductions (total Lines 9 and 10) .............................. ... 11. 64,434.69
12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 1,589,313.70
13. Charitable and Governmental BequestslSec 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. 1,589,313.70
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0 15.
16. Amount of Line 14 taxable
at lineal rate X .0 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE .........................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610205 1505610205
1505610205
0.00
0.00
0.00
238,397.05
238,397.05
O
REV-1500 EX (Fi) Page 3
Decedent's Complete Address: File Number
DECEDENT'S NAME
PAUL J. HILTON
STREETADDRESS
5225 WILSON LANE, APT. 4133
CITY
MECHANICSBURG STATE ZIP --
PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments (1) 238,397.05
A. Prior Payments 185,000.00
B. Discount 9,736.84
3. Interest Total Credits (A+ g) (2) 194,736.84
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3)
Fill in oval on Page 2, Line 24 to request a refund.
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(51 43,660.21
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred .................................................................................. Yes No
b. retain the right to designate whc 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" orpayable-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.
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 on 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)]. Asibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
.~ Pennsylvania SCHEDULE A
DEPARTMENT Of REVENUE REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
PAUL J. HILTON
FILE NUMBER:
21 11-1149
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property
would be ex~anged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
it more space is needed, use additional sheets of paper of the same size.
REV-7503 E'` ~~ (7-v.)
pennsylvania
DERARTMF.NT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
S~NEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
PAUL J. HILTON 21 11-1149
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
I' See attached PNC Bank, statement listing HH savings bonds
307,500.00
2 Edward Jones, 4400 Derry St., Harrisburg, PA 17111 (Account 616-19655-1-9) -See attached
a. Invesco High Yield Fund (5,792.722 shares)
22,649.54
b. Ladenburg Thalmann Financial Services, Inc. (21 shares)
44.52
c. Franklin Strategic Income Fund (1,960.875 shares)
19,628.36
d. Frog & Switch (25 shares)
9,150.00
e. Miscellaneous
119.82
3 Nationwide Securities, LLC (Account 22-1325052100) -See attached
a. Nationwide Fund Class D (8,402.941 shares)
108,061.82
4 Marietta Gravity (30 shares) -See attached
11,250.00
* Includes total proceeds /redemption of bonds including interest.
TOTAL (Also enter on Line 2, Recapitulakion) I$ 47$,404.06
If more space is needed, insert additional sheets of the same size
For offiaal use onty: PAUL J. HILTON
Customer Name Customer No.
PD F 1522E SPECIAL FORM OF REQUEST FOR PAYMENT OF OMB No. 1535-0004
Department of the Treasury UNITED STATES SAVINGS AND RETIREMENT
Bur~u of the Public Debt SECURITIES WHERE USE OF A DETACHED FOR OFFICIAL USE ONLY
(Remised buy 201 f) REQUEST IS AUTHORIZED TRANSFER MONTH s YEAR _!_
Visit us on the Web at FISCAL AGENT CODE
www treasurvdired aov
11APORTANT: FoNow instructions in tilling out this form. You should be aware that the making of any false, fttxitious, or fraudulent claim or
statement to the United States is a critrw that is punishable by tine andlor knprisonmenL
PRMIT IN INK OR TYPE ALL INFORMATION
1. DESCRIPTION OF BONDS
I am the owner or_person entitled to payment of the securities described below, which bear the name(s) of
PAUL J. HILTON
ISSUE DATE SERIAL NUMBER ISSUE DATE SERIAL NUMBER ISSUE DATE SERIAL NUMBER
02100 D5191653HH 02100 V1458984HH 02/00 V1458988HH
0?!00 D5191654HH 02/00 V1458985HH 02100 V1458989HH
py00 D5191655HH 02/00 V1458986HH 02!00 V1458990HH
02100 V1458983HH 02100 V7458987HH 02100 V1458991HH
_._:_ v......,.~..e..~ .. ................. i
(ff)rou nNd R/OI'9 Space, aAaCn saner a r~r r awv. m fna,.. a,.cca v. ~...., ..... ~...~.~~~r~ i
2. REQUEST FOR PAYMENT
^ a check.
I request that the described bonds be redeemed and payment be made in the form of ~ direct deposit.
^ To the extent of:
(Complete this line onty if partial redemption and reissue of the remainder Is desired or if the signer is entitled only to a portion of
the bonds listed. See Item 2 in the Instructions.) f,~~l~q~~ UGC ?~ .Z',~, .
.3s-6Q393~~
(Social Security Number of Payee) OR (Employer Identification Number of Payee)
3. DELIVERY INSTRUCTIONS (Read item 3 to the Instructions before canp/ehng this section and complete onty ttem 3A or 3B.)
A. Please mail my redemption check to:
(Name)
(Number and Street, Rural Route, or P.O. Box) (City) (State) (ZIP Code)
B. Please deposit my funds directly, as authorized below:
THE ESTATE OF PAUL J. HILTON
(NarrlelNart~s on the Account)
5004483612 Type of Account: ~ Checking ^ Savings
(Depositor's Account No.)
Bank Routing No.:
031312738
PNC BANK, N.A. (717) 730-2385
(Finanaal Institution's Name) (Phone ~o•)
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' Gl. y ~ , ~-~-
Pflf1~ f = -
PD F 3500E ~ - Refresh
~
~
ry
B
~
~~ ~
(Revi
d J CONTINUATION SHEET FOR LISTING SECU
se
anuary
2007) RITIES
PRINT IN INK OR TYPE ALL INFORMATION
The bonds described on this form are included in the attached PD F 1522 E
ISSUE DATE FACE AMOUNT BOND NUMBER UVSCRIPTION
(Provide complete Soa
l S
a
ecurity Number [for example, 123-45.6789)
.
names. indudi middle names or initials, and addresses on the bonds
02/00 5,000 V1458992HH 206-10-9199
02/00 5.000 V1458993HH PAUL J. HILTON
02/00 5,000 V1458994HH 4916 LANCASTER STREET
02/00 5,000 V7458995HH ~ HARRISBURG, PA 17111
02/00 5,000 V1458996HH BEING DEPOSITED TO:
02/00 5,000 V1458997HH
356939307
02/00 5,000 V1746214HH ESTATE OF PAUL J. HILTON
07/03 5,000 V7746215HH 6209 WESTOVER DRIVE
07/03 5,000 V1746216HH MECHANICSBURG, PA 17050
07/03 5,000 V7746217HH
07/03 5,000 V1746210HH -
07/03 5,000 V1746211HH
07/03 5,000 V1746212HH
07/03 5,000 V1746213HH
07/03 5,000 V 1746218HH
07/03 5,000 V1746219HH
06/01 1,000 M7924621HH
06/01 1,000 M7924624HH
06/01 1,000 M7924625HH
07/01 1,000 M8020111HH
02/00 1,000 M7397822HH ~
~~1~s~ .s•G,. .d. ~
~ .
Ignature)
PD F 3500 E
Department of the Treasrxy
Bureau of the Public Debt
(Revised Jarwary 2007)
Refiresh
CONTINUATION SHEET FOR LISTING SECURITIES
PRINT iN INK OR TYPE ALL INFORMATION
The bonds described on this form are included in the attached PD F 1522 E
ISSUE DATE
FACE AMOUNT
BOND NUMBER INSCRIPTION
(Provide complete Social Security Number [for example, 123-45-6789],
names, indudi middle names or initials, and addresses on the bonds
OZ/00 1,000 M7397823HH 206-10-9199
02/00 1,000 M7397824HH PAUL J. HILTON
02!00 1,000 M7397825HH 4916 LANCASTER STREET
02/00 1,000 M7397826HH HARRISBURG, PA 17111
0?J00 1,000 M7397827HH BEING DEPOSITED TO:
02/00 1,000 M7397828HH 356939307
06/01 1,000 M7924622HH ESTATE OF PAUL J. HILTON
06/01 1,000 M7924623HH 6209 WESTOVER DRIVE
06!01 1,000 M7924594HH MECHANICSBURG, PA 17050
06/01 1,000 M7924595HH
06/01 1,000 M7924596HH
06/01 1,000 M7924597HH
06/01 1,000 M7924598HH
06/01 1,000 M7924599HH
06101 1,000 M7924600HH
06J01 1,000 M7924601HH
06/01 1,000 M7924602HH
06/01 1,000 M7924603HH
06/01 1,000 M7924604HH
06/01 1,000 M7924605HH
06101 1,000 M7924606HH
(S(gnature)
Ptint~
;;P>i~int , Refresh
PDF3500E ~.
Bureauu ofnthe Public Debtry CONTINUATION SHEET FOR LISTING SECURITIES
(Revised Jarwary 2007)
PRINT IN INK OR TYPE ALL INFORMATION
The bonds described on this form are included in the attached PD F 1522 E
ISSUE DATE
FACE AMOUNT
BOND NUMBER INSCRIPTION
(Provide complete Social Security Number [for example, 1235-6789),
names, includ' middle names or initials, and addresses on the bonds
06/01 1,000 M7924607HH 206-10-9199
06101 1,000 M7924608HH PAUL J. HILTON
06/01 1,000 M7924609HH 4916 LANCASTER STREET
06/01 1,000 M7924610HH HARRISBURG, PA 17111
06101 1,000 M7924611HH BEING DEPOSITED TO:
06/01 1,000 M7924612HH 356939307
06/01 1,000 M7924613HH ESTATE OF PAUL J. HILTON
06/01 1,000 M7924614HH 6209 WESTOVER DRIVE
06/01 1,000 M7924615HH MECHANICSBURG, PA 17050
06/01 1,000 M7924616HH
06/01 1,000 M7924617HH
06101 1,000 M7924618HH
06/01 1,000 M7924619HH
06/01 1,000 M7924620HH
07101 1,000 M8020112HH
07/01 1,000 M8020113HH
07/01 1,000 M8020114HH
07/01 1,000 M8020115HH
07/01 1,000 M8020116HH
07/01 1,000 M8020117HH
07/01 1,000 M8020118HH
a ~
(Signature)
.Print Refresh
PD F 3500 E
Department of the Treasury
Bureau of the Public Debt CONTINUATION SHEET FOR LISTING SECURITIES
(Revised January 2007]
PRINT IN INK OR TYPE ALL INFORMATION
The bonds described on this form are included in the attached PD F 1522 E
ISSUE DATE
FACE AMOUNT
BOND NUMBER INSCRIPTION
(Provide complete Social Security Number [for example, 123-45-6789],
names, indudi middle names or initials, and addresses on the bonds
07/01 1,000 M8020119HH 206-10A199
07!01 1,000 M8020120HH PAUL J. HILTON l
07/01 1,000 M8020121 HH 4916 LANCASTER STREET
07/01 1,000 M8020122HH HARRISBURG, PA 17111
07/01 1,000 M8020123HH BEING DEPOSITED TO:
07/01 1,000 M8020124HH 356939307
07/01 1,000 M8020125HH ESTATE OF PAUL J. HILTON
07/01 1,000 M8020126HH 6209 WESTOVER DRIVE
OT/01 1,000 M8020127HH MECHANICSBURG, PA 17050
07/01 1,000 M8020128HH
07/01 1,000 M8020129HH
07/01 1,000 M8020130HH
07/01 1,000 M8020131HH
07/01 1,000 M8020132HH
07/01 1,000 M8020133HH
07101 1,000 M8020134HH
07/01 1,000 M8020135HH
07/01 1,000 M8020143HH
07/01 1,000 M8020144HH
07/01 1,000 M8020145HH
07/01 1,000 M8020146HH
~~G- -d- r-- , ~--
cs~~re]
..'....Print Refresh
PD F 3500 E .
otuUie P w~ Die tbtb ry CONTINUATION SHEET FOR LISTING SECURITIES
(Revised January 2007)
PRINT IN INK OR TYPE ALL INFORMATION
The bonds described on this form are included in the attached PD F 1522 E
ISSUE DATE
FACE AMOUNT
BOND NUMBER INSCRIPTION
(provide complete Social Security Number [for example, 123-45-6789],
names. lndud' middle names oa initials, and addresses on the bonds
07/01 1,000 M8020152HH 206-10-9199
07/01 1,000 M8020153HH PAUL J. HILTON
07101 1,000 M8020147HH 4916 LANCASTER STREET
07/01 1,000 M8020148HH HARRISBURG, PA 17111
07/01 1,000 M8020149HH BEING DEPOSITED TO:
07/01 1,000 M8020150HH 356939307
07/01 1,000 M8020151HH ESTATE OF PAUL J. HILTON
07101 1,000 M8020160HH 6209 WESTOVER DRIVE
07/01 1,000 M8020161HH MECHANICSBURG, PA 17050
O7/01 1,000 M8020162HH
07/01 1,000 M8020137HH
07/01 1,000 M8020138HH
07/01 1,000 M8020139HH
07/01 1,000 M8020140HH
07/01 1,000 M8020141HH
07/01 1,000 M8020142HH
07/01 1,000 M8020136HH
07/01 1,000 M8020154HH
07/01 1,000 M8020159HH
07/01 1,000 M8020158HH
07/01 1,000 M8020157HH
~ A - ~ ~k
Vn..
ignature) ~
~_ ..
... _.~
;:.,.:.Print.. Refresh
PD F 3500 E
Bu~reau~the pt~~1'~TC Die cb ry CONTINUATION SHEET FOR LISTING SECURITIES
(Revised January 2007)
PRINT IN INK OR TYPE ALL INFORMATION
The bonds described on this form are included in the attached PD F ~~~ E
ISSUE DATE
FACE AMOUNT
BOND NUMBER INSCRIPTION
(provide complete Social Security Number [for example, 123-45-6789],
names, includi middle names or initials, and addresses on the bonds '
07103 1,000 M8020156HH 206-10-0199
07/03 1,000 M8020155HH PAUL J. HILTON
07/03 1,000 M9045257HH 4916 LANCASTER STREET
07/03 1,000 M9045258HH HARRISBURG, PA 17111
07/03 1,000 M9045259HH BEING DEPOSITED TO:
07103 1,000 M9045260HH 356939307
07/03 1,000 M9045261HH ESTATE OF PAUL J. HILTON
07/03 1,000 M9045262HH 6209 WESTOVER DRIVE
07/03 1,000 M9045263HH MECHANICSBURG, PA 17050
07/03 1,000 M9045264HH
07!03 1,000 M9045265HH
07103 1,D00 M9045266HH
07/03 1,000 M9045267HH
07/03 1,000 M9045268HH
07/03 1,000 M9045269HH
07/03 1,000 M9045270HH
07/03 1,000 M9045271 HH
07/03 1,000 M9045272HH
07/03 1,000 M9045273HH
07/03 1,000 M9045274HH
07/03 1,000 M9045275HH
• ~'
(S ns)
Print Refresh
PD F 3500E .....
Bu eau menthe PuW~c Debtry CONTINUATION SHEET FOR LISTING SECURITIES
(Revised January 2007)
PRINT IN INK OR TYPE ALL INFORMATION
The bonds described on this form are included in the attached PD F 1522 E
ISSUE DATE
FACE AMOUNT
BOND NUMBER 1NSCRtpnoN
(probe ~p~ Social Security Number [for example, 123-45-6789],
names, indudi middle names or initials, and addresses on the bonds
07/03 1,000 M9045276HH 206-10-0199
07/03 1,000 M9045278HH PAUL J. HILTON
07103 1,000 M9045279HH 4916 LANCASTER STREET
07/03 1,000 M9045280HH HARRISBURG, PA 17111
07/03 1,000 M9045281HH BEING DEPOSITED TO:
07/03 1,000 M9045282HH 356939307
07/03 1,000 M9045283HH ESTATE OF PAUL J. HILTON
O7/03 1,000 M9045284HH 6209 WESTOVER DRIVE
07/03 1,000 M9045285HH MECHANICSBURG, PA 17050
07!03 1,000 M8045286HH
07/03 1,000 M9045287HH
07/03 1,000 M9045288HH
07/03 1,000 M9045289HH
07103 1,000 M9045290HH
07103 1,000 M9045291HH
07/03 1,000 M9045292HH
07/03 1,000 M9045293HH
07/03 1,000 M9045294HH
07/03 1,000 M9045295HH
07/03 1,000 M9045296HH
07/03 1,000 M9045297HH
• ~ ~.
(SignaturQ)
Print Refresh
PD F 3500E _ ,... _.. .
a~~u ~~tie ~c D~ebcry CONTINUATION SHEET FOR LISTING SECURITIES
(Revised January 2007)
PRINT IN INK OR TYPE ALL INFORMATION
The bonds described on this form are included in the attached PD F 1522 E
ISSUE DATE
FACE AMOUNT
BOND NUMBER INSCRIPTION
(Provide complete Social Securely Number [for example, 123-45-6789],
names, induct' middle names or initials, and addresses on the bonds
07/03 1,000 M9045298HH 206-10-9199
07/03 1,000 M9045299HH PAUL J. HILTON
07/03 1,000 M9045300HH 4916 LANCASTER STREET
07/03 1,000 M9045301 HH HARRISBURG, PA 17111
07/03 1,000 M9045302HH BEING DEPOSITED TO:
07103 1,000 M9045303HH 356939307
07103 1,000 M9045304HH ESTATE OF PAUL J. HILTON
07/03 1,000 M9045305HH 6209 WESTOVER DRIVE
07103 1,000 M9045306HH MECHANICSBURG, PA 17050
07/03 1,000 M9045307HH
07/03 1,000 M9045308HH
07/03 1,000 M9045309HH
07/03 1,000 M9045310HH
07/03 1,000 M9045311HH
07103 1,000 M9045312HH
07!03 1,000 M9045313HH
07/03 1,000 M9045314HH
07/03 1,000 M9045315HH
07103 1,000 M9045316HH
07/03 1,000 M9045317HH
07103 1,000 M9045318HH
(St nature)
Print : '. .. -Refresh
PD F 3500 E
&Deproaart ~of~~n~ ry CONTINUATION SHEET FOR LISTING SECURITIES
(Revised January 2007)
PRINT IN INK OR TYPE ALL INFORMATION
The bonds described on this form are induded in the attached PD F 1522 E
ISSUE DATE
FACE AMOUNT
BOND NUMBER INSCRIPTION
(Provide complete Social Security Number [for example, 123-45-6789],
names, ir~cludin middle names or initials, and addresses on the bonds
07/03 1,000 M9045319HH 206-10-9199
07103 1,000 M9045320HH PAUL J. HILTON
07/03 1,000 M9045321HH 4916 LANCASTER STREET
07103 1,000 M9045322HH HARRISBURG, PA 17111
07103 1,000 M9045323HH BEING DEPOSITED TO:
07103 1,000 M9045324HH 356939307
07/03 1,000 M9045325HH ESTATE OF PAUL J. HILTON
07/03 1,000 M9045326HH 6209 WESTOVER DRIVE
07/03 1,000 M9045327HH MECHANICSBURG, PA 17050
07103 1,000 M9045328HH
07/03 1,000 M9045329HH
07/03 1,000 M9045330HN -
07/03 1,000 M9045331HH
07103 1,000 M9045332HH
07/03 1,000 M9045333HH
07/03 1,000 M9045334HH
07/03 1,000 M9045335HH
07/03 1,000 M9045336HH
07!03 1,000 M9045337HH
07103 1,000 M9045338HH
07/03 1,000 M9045339HH
i
(Signature)
Print `.Refresh
-. ;
PD F 3500E ,:;
e~~,r~a,~~~i~ try CONTINUATION SHEET FOR LISTING SECURITIES
(Revised January 2007)
PRINT IN INK OR TYPE ALL INFORMATION
The bonds described on this form are included in the attached PD F 1522 E
ISSUE DATE
FACE AMOUNT
BOND NUMBER INSCRIPTION
(Provide complete Social Security Number [for example, 123-45-6789],
names, indudi middle names or initials, and addresses on the bonds
07/03 1,000 M9045340HH 206-10-9199
07/03 1,000 M9045341HH PAUL J. HILTON
07103 1,000 M9045342HH 4916 LANCASTER STREET
07103 1,000 M9045343HH HARRISBURG, PA 17111
BEING DEPOSITED TO:
356939307
ESTATE OF PAUL J. HILTON
6209 WESTOVER DRIVE
MECHANICSBURG, PA 17050
r~ ~
(si9 ~)
1'NC Ba.r}Jr.~ °
G
iFor the period 11 /01/2011 fto 11/22/2011
000953
EST OF PAUL J HILTON DECD
CHARLES D KOKOSKI CO-EXTR
KATHY A KOKOSKI CO-EXTR
6209 WESTOVER DR
MECHANICSBURG PA 17050-2341
PNCBANI
Primary account number: 50-0448-3612
Page 1 of 3
Number of enclosures: 0
For 24hour banking, and transaction or
interest rate information, sign on to
PNC Bank Online Banking at pnc.com.
'a Forcustomerservioecall 1-888-PNC-BANK
Monday - Friday: 7 AM - 10 PM ET
Saturday & Sunday: a AM - 5 PM ET
Para servicio en espafiol, 1-866-HOLA-PNC
fiNovipt Please contact us at 1-888-PNC-BANK
® Write to: Customer Service
PO Box 609
Pittsburgh PA 15230-9738
Visit us at pnc.com
® TDDterminal:l-800-531-1648
For hearing impaired clients only
Performance Select Est Of Paut J Hilton Decd
Interest Cheddn Account S11mms Charles D Kokoski Co-Extr
9 ~ Kathy A Kokoski Co-Extr
Account number: 50-0448-3612
Overdraft Protection has not been established for this account.
Please contact us if you would like to set up this service.
Your account is currently Opted-0ut of Overdraft Coverage.
To learn more, visR us online at pnc.com/overdraftsolutions
Balance Summary
Beginning Deposits and Checks and other Ending
balance otheradditfons deductions balance
.00 1,319,75 7.61 47.02 1,319,710.59
Average monthly Charges
balance and fees
775,449.17 47.02
Interest Summary As of 11122, a total of $4.46 in interest was
Annual Percentage Number of days Average collected Intenast Paid Paid this year.
Yieid Famed (APYE~ i^ Erteres! period halo..^.ce fo: APYE this period
0.01% 22 741,136.]7 4.46
Aatilrity Detail
Deposits and Other Additions
Date Amount Description
11/02 264,288.30 Deposit Reference No. 520798903
11/08 746,311.01` /Deposit Reference No. 522767893
11/18 1,653.84 ) Deposit Reference No. 522548510
11/22 807,500.00 Direct Deposit - H/Hli Redmt
Bur Of Pub Debt XX~s`XXXX1298
11/22 4.46 Interest Payment
There were 5 Deposits and Other Additions
totaling $1,578,757.81.
--__ _ _ . ~
Account Number 616-19655-1-y
Account Type Estate
Flnandal Advisor Jeff Zavoda, 717-561-2480
4400 Derry St, Harrisburg, PA 17111
Statement Date Oct 29 -Nov 25, 2011
00005682 01 AV 0.340 01 TR 00030 EJADD011 000000
sm ESTATE OF PAUL) HILTON
~ CHARLES D KOKOSKI &
~ KATHY A KOKOSKI EXEC
6209 WESTOVER DRIVE
MECHANICSBURG PA 17050-2341
~I~Ill~lnll~lnll~rlllllllllr~~~ny~ll,,,lllllnull,~,l„11
The Three P's of Planning for Retirement
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Page 1 of 4
Although preparing for retirement may seem like just another task on
your growing to-do list, you can prepare for that period of your life now.
By working with your financial advisor today, you can address the three
aspects of a retirement strategy: planning for the expected, preparing
for the unexpected and positioning your portfolio for both. It's never too
early or too late to start planning for the future, so contact your
financial advisor today.
This Period Thls Year
592.24 Beginning value
$51 _ $0.00 $0_00
,
Assets added to account 51,867.98 51,867.98
Income
1 Month Ago $0.00 Assets withdrawn from account 0.00
~ -119.82 0.00
-119.82
1 Year Ago $0.00 Change in value
Ending Value _155.92
S51,592.24 -155:92
Ending
Cash & Money Market _ _ Balance
Cash 5119.82
Amount Amount
Invested Withdrawn
Stocks Price _Q_ua_ntlty I_n_ ce Inception
S Since Inception
^ _ _ _Value
Frog Switch & Manufacturing Co _
366.00 _ _25 _` _
_
_ __- V ., _ __
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LadenburgThalmann Finl Svcs 2.12 21 - - 44.52
Amount Amount
Invested Withdrawn
Mutual Funds Price Quantity Since Inception Since Ince_ptlon _ Value
Franklin Strategic Income Fd A 10.01 1,960.875 - __- _19,628.36
Invesco High Yield Fund CIA 3.91 5,792.722 - - 22,649.54
Total Acxount Value 551,592.24'
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TRAYISACTION DETA11 _
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NAT E D CLAS6 ti IMU IFfU . ,
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PAUL)
CHARLES D KOK03lI1 d'e
- KATHY A KO1C06H! E)tFC
6209 WE3T04ER t3R
AIECHAMCSf1IJRG PA 17050-7341
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MARIETTA GRAVITY WATER COMPANY is anon-public corporation operating as a
public utility company. As of January 4, 2012, the company is in the process of being
sold, proceeds of which are estimated to be between $312.50 and $400 per share.
See attached "DISTRIBUTIONS TO SHAREHOLDERS AFTER THE SALE" statement
issued by this non-publicly traded company.
Valuation here has been estimated at $375 per share.
~ ~ ~0~~~/~~ ~/j i
/Jffd~/VP ~ to ~~+'/Yr"f'
DISTRIBUTIONS TO SHAREHOLDERS AFTER THE SALE
The Company will continue to exist after consummation of the sale to Columbia Water
Company and will continue to be managed by the Company's Board of Directors elected by
shareholders.
After consummation of the Sale Agreement, the Company will be required to pay federal
and state taxes on the sale of assets at an estimated combined tax rate of 44% and to pay income
tax on its other income for 2011 and any subsequent years. The Company currently
anticipates that it will have between $1,000,000 and $1,280,000 available for an initial
distn'bntion to shareholders, which world equate to an initial distribution of between
$31250 and 5400 per share., The amount of the initial distribution will be determined after
consummation of the sale and making provisions for payment of taxes and other current
liabilities, and the establishment of reserves for any unpaid liabilities and future costs and
expenses_ It is anticipated that this initial distribution will be able to be made within a relatively
short period of time after consummation of the sale. Each shareholder (other that those
perfecting dissenters rights) will receive a pro rata portion of any distribution based on the
number of shares of Company common stock owned.
Following the initial distribution to shareholders, the Board of Directors will gradually
wind down the Company. After collection of outstanding receivables, receipt of payment in full
of the purchase price promissory note by Columbia Water Company at the end of two years after
the consummation of the sale, the sale of any non-cash assets not sold pursuant to the Sale
Agreement, and payment or provision for any remaining liabilities, the Company will liquidate
and dissolve and make a final distribution to shareholders. Because of indemnification
obligations under the Sale Agreement, it is currently anticipated that the Company will not
complete this process until two or more years after consummation of the Sale Agreement. The
Company cannot estimate at this time the amount of funds that will ultimately be available for
liquidating distributions to shareholders or when any such distributions will be made.
-7-
COMMONWEALTH OP PENNSYLVANIA
INHERffANCE TAX RETURN
RESIDENT DECEDENT
SCNEpt~LE C
CLOSELY HELD CORPORATION,
PARTNERSHIP OR
SOLE-PROPRIETORSHIP
ESTATE OF
PAUL J HILTON
aU su information) must be attached for each claseN~d co-P°ra>>onlPa~U~erslup irderest of the decedent, other man a
Schedule C-t or C•2 (including PP~!~9 _ _- _-- L_.~_ _.....,..~;,,,. ;,,~,..,,~,,, r~, he aibrttitted for sole-oroDrietashiPs•
tILG DIU~DC1l
21 11-1149
RE~':1507 EXt (6.98)
SCNEDVLE D
COMMONWEALTH of PENNSYLVANIA MORTGAGES $ POOTES
INHERRANCE TAX RETURN RECENABLE
RESIDENT DECEDENT
ESTATE OF
PAUL J. HILTON
FILE NUMIBER
21 11-1149
hu P~PBRY 1clm~yowne0 Wltll right Of survivershie ~nuef !fs Iliawln~a./ ... e-~~..~_
i~~ ~~K„~ ~w ~~ nawCa, mser[ aaaroonai sheets of the same size)
Pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
PAUL J. HILTON 21 11-1149
Include the proceeds of litigation and the date the proceeds were received by the estate.
All properly jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Centric Bank, 6480 Carlisle Pike, Mechanicsburg, PA 17050
(MM --Account 3022300) 108,355.61
2 First National Bank of PA, 4140 East State St., Hermitage, PA 16148-3389
(CD --Account 100256437) 100,548.60
3 Graystone Tower Bank, 100 Granite Run Dr., Lancaster, PA 17601
(CD --Account 3000127030) 101,107.11
4 Integrity Bank, 3345 Market St., Camp Hill, PA 17011
(MM -- Account 201045253) 100,664.87
5 Members 1st Federal Credit Union, 3512 Market St., Camp Hill, PA 17011
(2 CD's -- Account 256687) 100,276.18
6 Orrstown Bank, PO Box 250, Shippensburg, PA 17257
(CD --Account 4000031764) 108,604.49
7 US Treasury, San Francisco, CA
(CSA Annuity) 768 82
g Kraft Foods Global, Inc.
(KF Qual Plan) 32 22
g Cash -- on Hand 370.00
10 Sale of personal items -- remainder left at Bethany Village or donated to Salvation Army 1,050.00
11 Veterans Administration -- Burial Check 100.00
12 US Treasury -- CSF Lump Sum 545.75
13 Deposit Refund -- Bethany Village 271,200.00
14 IRS Refund - 2011 3,671.00
15 PA Department of Revenue Refund -- 2011 347.00
16 Grandfather clock and miscellaneous wall decorations 500.00
TOTAL (Also enter on Line 5, Recapitulation) $ 898,141.65
If more space is needed, use additional sheets of paper of the same size.
REV->5og rX+ (oI-1o)
pennsylvania SCHEDULE F
DEPARTMENT DF REVENUE
INHERITANCE TAX RETURN ]OINTLY-OWNED PROPERTY
RESIDENT DECEDENT
ESTATE OF:
PAUL J. HILTON FILE NUMBER:
If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S)
ADDRESS RELATIONSHIP TO DECEDENT
A• KATHY A. KOKOSKI 6209 WESTOVER DRIVE
MECHANICSBURG, PA 17050 FRIEND
B.
C.
JOINTLY OWNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
]DINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOI
ATE OF DEATH
%a OF
DE
'
DATE OF DEATH
1~
A'
08/19/10 NTLY HELD REAL ESTATE.
CENTRIC BANK -- (CD --Account 3037959)
VALUE OF ASSET CEDENT
S
INTEREST VALUE OF
DECEDENT'S INTEREST
127,641.35 50% 63
820
68
2 A. 07114/10 PNC BANK - (CHECKING -- Account 5112029871) ,
.
3 9,559.00 50% 4,779.50
. A. 01/25/10 PNC BANK -- (MM -Account 5112501304)
101,357.00 50% 50
678
50
4. A. 01/06/10 PNC BANK -- (MM --Account 5112709228) ,
.
158,848.00 50% 79,424.00
TOTAL (Also enter on Line 6, Recapitulation) I $ 198 702 68
If more space is needed use additional sheets of paper of the same size.
RE6' X510 ~X+ (08-09)
Pennsylvania SCHEDULE G
DEDARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
PAUL J. HILTON 21 11-1149
rnis schedule must be completed and filed if the answer to any of questions 1 through a on page three ~ the REV-1500 is yes.
DESCRIPTION OF PROPERTY
IhM
DVa,UDE THE MANE DF THE TRAI6FERFE, THEIR A9/fROK5Ti1P TO DECEDENT AND DATE OF DEATH 96 OF Dt:CD'S IXCLUSION TAXABLE
NUMBER THE DATE OF TRANSR3t. ATTACH A COPY OF THE DEED RXt REAL STATE. VALUE OF ASSET INTEREST (1F APPL[CAaLE) VAWE
1. DOROTHY E. GOFFUS -FRIEND 11/6/2010 10,000.00 3,000.00 7,000.00
1/3/2011 13.000.00 13,000.00
2 ANDREW W. GOFFUS -FRIEND 11/6/2010 3,750.00 3,000.00 750.00
1!3/2011 13,000.00 13,000.00
3 SHERRY A. GOFFUS -FRIEND 11/6/2010 3 75000 3,000.00 750.00
1l3J2011 13,000.00 13,0.00
4 KATHY A. KOKOSKI -FRIEND 11/6/2010 5 ~ ~ 3,000.00 2,500.00
1/3/2011 13,000.00 13,000.00
5 CHARLES D. KOKOSKI -FRIEND 11/2010 5,500.00 3,000.00 2,500.00
1/3!2011 13,000.00 13,000.00
TOTAL (Also enter on Line 7, Recapitulation) # ~ 78,500.00
If more space is needed, use additional sheets of paper of the same size.
REV-~Sll EX+ ~~,-Oa;
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF
PAUL J. HILTON
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A• FUNERAL EXPENSES:
I' NEILL FUNERAL HOME, 3501 DERRY ST., HARRISBURG, PA 17111
(INCLUDES ALL EXPENSES ASSOCIATED WITH FUNERAL /BURIAL)
FILE NUMBER
21 11-1149
AMOUNT
4,681.82
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
39,000.00
Name(s) of Personal Representative(s) CHARLES D. & KATHY A. KOKOSKI _
Street Address 6209 WESTOVER DRIVE
City MECHANICSBURG State PA zIP 17050 _
Year{s) Commission Paid: 2012
2• Attorney Fees: 5,800.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant N/A
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 1,326.00
5• Accountant Fees:
8,750.00
6• Tax Return Preparer Fees;
1,450.00
~.
TOTAL {Also enter on Line 9, Recapitulation) ~ $ 61,007.82
If mare space is needed, use additional sheets of paper of the same size.
!Jeill Funeral Home, Inc.
3501 Derry Street
Harrisburg, PA 171111817
(717)564-2633
Supervisor :Stephen J. Wilsbach
The fdlowing LS a detailed bill for the professional services and/or merchandise arranged for
Paul J. Hilton
Date of Service :October 27, 2011
Kathy Kokoski Statement Date October 27, 2011
6209 Westover Dr Contrail Number 741200200934
Mechanicsburg, PA 17050-2341 Arranger Name Daniel C Huff Jr.
Initial Selet~ion Flnal Selection Difference
Package Offerings
Immediate Burial $2,795.00 $2,795.00 -
Basic Professional Service Fee Intl Intl --
Total Package Offerings $2,795.00 $2,795.00 -
Merchandise
147982 Revere Silver Metal Steel 18 Cauge Crepe $1,695.00 ~ $1,695.00 --
Total Merchandise $1,695.00 $1,695.00 -
Cash Advance
Certified Copies of the Death Certificate $90.00 $90.00 --
Newspaper Notice -- $101.82 $101.82
Total Cash Advanoa $90.00 $191.82 $101.82
Total Services, Merchandise and Cash Advance $4,580.00 $4,681.82 $101.82
Total Charges (total Services +/- AAovrarrces + Taxes) 64,580.00 $4,681.82 5101.82
Less Cash Received $0.00 \\
~`~
l
D $4
681
82 `\
•
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ance
ue
Unpaid Ba .
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cam- £ ~
REV-' 512 <=X+ ! 12-OS)
~ a Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DE6T5 OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
ESTATE OF
PAUL J. HILTON 21 11-1149
.. .. , _ __ ____ ._ ~__w .~.,..e...,a...a ~~~ticd at the date of death. indudin9 unreimbursed medical expenses.
If more space is neeaeo, mser< aamuvna~ m~ccu ~~ u~= ~~~~~ ~~~-•
i ~
Account Number Due Date Amount Due
717 691-1666 !743 17Y Upon Receipt $13.53
v~r
VBf"~20n 1'16YLtS _
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Account Information
Staternent Dace: 11/14/11
MR PAUL J H~TON
Phone: 717-691-1666
Account Summary
Previous Balance $47.2$
Payment Received Oct 13
- --__ _ -$27.85
__
Balance Forward 579.43
New Charges
_
_
Current Activity... -$3.80
Taxes, Fees and Other Charges
- -- -$2.10
_
Total New Charges
Amount Due -Please Pay Now 513.53
` ~ ~ ~~
~o( Z-
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~ Please return remit slip wfth payment.
~~ T
Bethany Village
325 Wesley Drive
Mechanicsburg, PA 17055
Paul J Hilton
5225 Wilson Lane
Apt. 4133
Mechanicsburg, PA 17055
STATEMENT Page: 1 of 1
- ~1Cyvorce ~T" ~ `" ~y~ date
239573 23899 11 /04/2011
k Due L7afe _: •~ cif Due` ':AmounfPaid -
11/11/2011 $3,076.08
~ ,~Gy ~~'a<~i tSta~ne
Hilton, Paul J
PLEASE DETACH AND RETURN UPPER PORTION WITH YOUR REMITTANCE
Hilton, Paul J Bethany Village -The Oaks
11 /04/2011
t ption
f
' nits
' ' ~ r; n ~.~~ fi -; r ~. ~. a nce .
FresriF~ ~:= Tftr .. „
~~ xw-'.~. -~ 5 ~~~°,
~:.;-~ <.-. ~ ~ ., ~~~ r
SID N RESPON IBIL ITY
9/30/2011 Balance Forward 20.00
Payment Received (10/24/2011) -20.0 $0.00
10/21/2011 10/22/2011 Room and Board 2.00 Day 347.0 694.0 $694.00
10/05/2011 10/20/2011 MedicareA/MC HMO Coinsurance 16.00 Day 141.5 2,264.0 $2,958.00
10/21/2011 10/21/2011 Nutritional Supplements 1.00 Each 1.0 1.0 $2,959.08
10/21/2011 10/21/2011 Incontinence Care- Mod/Heavy 1.00 Day 11.5 11.5 $2,970.58
10/21/2011 10/21/2011 Complex Wound Care 1.00 Day 12.0 12.0 $2,982.58
10/21/2011 10/21/2011 Mobility Alarms 1.00 Each 4.0 4.0 $2,986.58
10/21/2011 10/21/2011 Specialty Mattresses 1.00 Each 11.5 11.5 $2,998.08
10/22/2011 10/22/2011 Incontinence Care- Mod/Heavy 1.00 Day 11.5 11.5 $3,009.58
10/22/2011 10/22/2011 Complex Wound Care 1.00 Day 12.0 12.0 $3,021.58
10/22/2011 10/22/2011 Mobility Alarms 1.00 Each 4.0 4.0 $3,025.58
10/22/2011 10/22/2011 Specialty Mattresses 1.00 Each 11.5 11.5 $3,037.08
10/23/2011 10/23/2011 Incontinence Care- Mod/Heavy 1.00 Day 11.5 11.5 $3,048.58
10/23/2011 10/23/2011 Complex Wound Care 1.00 Day 12.0 12.0 $3,060.58
10/23/2011 10/23/2011 Mobility Alarms 1.00 Each 4.0 4.0 $3,064.58
10/23/2011 10/23/2011 Specialty Mattresses 1,00 Each 11.5 11.5 $3,076.08
TOTAL
TOTAL RESIDENT RESPONSIBILITY $s,o7s.os
~Z-13-1~
~~Ot~
'lie nt~nel
ww mbtrlink.com
~---
C1JC75{E 9~PEG PE4RV CC~l1N'Y
JOHN ALEXANDER ROE
2520 DOEHNE ROAD
HARRISBURG, PA 17110-0622
717~871~9870
AD NUMBER . PAGE NO.
404157 1 of 1
BILL DATE SALESPERSON
11/25/11 wolfs
START DATE STOP DATE
11H0/11 11/24/11
~ 404157 ~ ESTATE NOTICE NOTICE IS HEREBY GN ~ 10 PUBLIC NOTICES ~ 46 * 2 cols ~
Publication Insertions Rate Net Amount Gross Amount
3 THE SENTINEL -LEGAL 3 LGL $244.26
TOTAL AD CHARGE $24426
3 PROOF OF PUBLICATION 01PRF $7.00
3 MOBILE SITE MOB2 $2.00
,`
y ~~ .
2
~i
Purchase Order ESt.PaulHilton PAY THIS AMOUNT $253.26 ~ $303.91*
*AFTER 12/20N 1
Thank you for advertising with The Sentinel! Deadline for
in-column legal ads is 4:00 p.m. two business days prior to
date of insertion. For questions, call (717) 240-7130.
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c/o LEE NEWSPAPERS
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rc~um uns porwn wrui yrxrr pay-nen~
^ Check # ^ Credit Card
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Exp. Date: ^ ^
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Sigr~ure
ki:"c JOHN ALEXANDER ROE ~~
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HARRISBURG, PA 17110-~22
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I.I..I~I~1~~~1~11~~~1~1~~1~~1~1~1~1~~1~~11~~1~~1~~11~~1~1~~~11
2154020000D004041570000000000000003039100000253265~
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pleas as the official legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
December 2, 2011
TO:
RE:
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (71 ~ 249-3166 Fax: (71 ~ 249-2663
John A. Roe, Esquire
Paul J. Hilton Estate
Legal advertisements must be received by Friday Noon. All legal advertising
must be paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on the following dates:
November 18, November 25, and December 2, 2011,
Advertising Cost $ 75.00
l~
Proof of Publication $ 0.00 ~2 ~~
~ loo
Second Proof Request $ 0.00
Payment received $ 0 .00
-~,
Total Amount Due $__ 75_00
Payment received by
ccurity rn hunted dorum en t. Scc 6-ack for deta
80-12T3/di3
QPNCBANK "°- coos
^ 1 117
Pxc s.~. x.a oao DATE 1~~1C ~ ( ~ Z.~ ~ `
Cmxal PA
PAY TO THE \ I -}- ~ ~ ~ , ~ (~
ORDER OF ` ~ A~ ~~ ~ J
~ __
V~~ M Q a ~~~ DOLLARS 8
ESTATE OF EST OF PAUL J HILTON
CHARLES D KOKOSKI,CO•EXTR
KATHY A KOKOSKI,CO-EXTR
e2oo wESTOVER oR
FOR
-~~ _ _r.. - ~- - -~7-""~F ADMINISTRATOR
I M' PERSONAL
._._._ .. __.. ------ REPRESENTATNE
---_. _ _.___._!~ TRUSTEE
~i'00 i006n' ~:03 L31 2738: 50044836 L 2u'
.~-~
RED 1513 EXt (O1-10)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE
BENEFICIARIES
~~~
ESTATE OF
PAULJ
NUMBER
I
1.
2. I
3.
4.
5.
6.
7.
II
1.
i.
HILTON
NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY
TAXABLE DISTRIBUTIONS [Indude outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
DOROTHY E. GOFFUS, 4909 FRANKLIN ST., HARRISBURG, PA 17111
EVELYN V. LATHROP, 4911 FRANKLIN ST., HARRISBURG, PA 17111
MARIE REAMS, 205 TREZIYULNY ST., OSCEOLA MILLS, PA 16666
ANDREW W. i~ SHERRY A. GOFFUS, 943 MANOR DR.
STEELTON, PA 17113
CHARLES D. ~ KATHY A. KOKOSKI, 6209 WESTOVER DR.
MECHANICSBURG, PA 17050
ANDREW W. GOFFUS (1/2 OF REMAINDER OF ESTATE)
KATHY A. KOKOSKI (1l2 OF REMAINDER OF ESTATE)
RELATIONSHIP TO
Do Not List Tn
FRIEND
FRIEND
FRIEND
FRIENDS
FRIENDS
FILE NUMBER:
21 11-1149
AMOUNT OR SHARE
OF ESTATE
500000.00
25000.00
25000.00
150000.00
150000.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
NON TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
N/A
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
wA
TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I S
If more space is needed, use additional sheets of paper of the same size.
~v-,5,4,x+ ~°.~~ SCNEp111.E K
~ pennsylvatme LIFE ESTATE, ANNUITY
GEPARTlIENr OR REVENUE
eue~,arrndwra~,atTa>oes &T'ERM CERTAIN
~rt~~gPn 17s~o6oi (CHECK BOX 4 ON Rtv-s5oo COYER SHEEn
(ESTATE rDF fib NUMBER
PAl rl .1 HILTON 21 11-1149
This schedule should be used for all single-life, joint or suooessNe life estate and berm-certain ~atiorrs. For dates of death prior to 5-1-89,
actuarial fa~orS for Single-kfe c~ulations qn be obtained from the Departrrrerit of Reu~erx~e.
Achiarial factors Carl be found and in A 1457for dates of death from~5.1 ther+~fter. ~ from 5-1-89 to 4-30.99,
Indicate below ttte type of instrument that crested the future interest and attadt a Dopy of it to the tax return.
[7 Will ~ Irrtervhros Deed efi Trust ~ Other
NAME OF LIFE TENANT •
DATE OF BIRTH •
~~ ABE AT
DvATE Off DEATH
Ti9tM OF YEARS
LIlE ESTATE I5 PAYABLE
N/A ^ Life or D Term of Years
^ life or ^ Term of Years
^ Life or p Term of Years
^ Life or ^ Tenn of Years
O life or p Term of Years
i. Value of fund (ran which life estate is payable .........................................g
2. Actuarial factor per appropriate table ............................................... .
Interest table rate - O 3.596 O 6% D 10% ^ Variable Rate %
3. V7Nu d Bfe estate (L6~e 1 nwklpiled by Lune 2) ....................................$
NAME OF LIFE ANNUITANT •
DATE OF BIRTH •
i ASE AT
DATE OF DEATH
TlRM OF YEARS
AI~BWATY IS PAYABLE
^ Life or ^ Tenn of Years
^ Life or ~ Term of Years
^ Life or ^ Tenn of Years
^ Life or ^ Term of Years
1. Value of fund from whidt annuity is payable ...........................................5
2. Check appropriate block below and enter corresponding number ................ .
Frequency of payout - ^ VVeeidy (52) D Bi-weelchr (~ ^ y (12)
^ Quarterly (4) ^semi-annually (2) O Annually (1) D Other ( )
3. Amount of paY~ P~ period ........................................................$
4. Aggregate arxwal payment, Line 2 multiplied by Line 3 .................................. .
5. Annuity Fatxor (see irrstrvcaons)
Interest table rate - D 3.596 ^ 696 ^ 1A% p Variable Rate %
6. Adlusttnent r-actor (See ir~strucxions.> ......... . . . . . . . . . ........... . . . . .... . .. . . . . . . .
7. Vahre of amruity - If using 3.5, 6, or 10%, or if variable rate and period
payout is at end of period, cala~ation is Line 4 x Line 5 x Line 6 ...........................$
If using variable rate and period payout is at beginning of period, calculation is
(Line 4 x Lie 5 x Lhre 6} + Une 3 ...............................................$
NOTE: The vakies of the funds that create the above future intrE+rpsts must be reported as part of the estate assets on Sdredules A through G of the
tax return. The r+esutdng life or annuity interest should be reported at the appropriate tax rate on Urns 13 and 15 through 18 of the return.
If rows space is needed, use additional sheets of the same size.
REV-1644 EX+ (01-10)
j~, pEf11'15~/ll/af1'la
i.1J DEWWTf1ENT Of REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
INHERITANCE TAX
SCHEDULE L
REMAINDER PREPAYMENT
OR INVASION OF TRUST CORPUS
I. ESTATE OF
PAUL J. HILTON
II.
FILE NUMBER
21 11-1149
This schedule is appropriate only for estates of decedents dying on or before Dec. 12, 1982. ~ ~ R
This schedule is to be used for all remainder returns when an election to prepay has been filed under the provisions of
Section 714 of the Inheritance and Estate Tax Act of 1961 or to report the invasion of trust corpus (principal).
REMAINDER PREPAYMENT:
A. Election to Prepay Fled with the Register of Wills on
(Date)
B. Name(s) of Life Tenant(s) Date of Birth Age on Date Tenn of Years Income
or Annuitant(s) of Election or Annuity is Payable
C. Assets: Complete Schedule L-1
1. Real Estate ...........................$
2. Stocks and Bonds ......................$
3. Closely Held Stock/Partnership .............$
4. Mortgages and Notes ....................$
5. Cash/Misc. Personal Property ..............$
6. Total from Schedule L-1 ..............................................$
D. Credits: Complete Schedule L-2
i. Unpaid Liabilities .......................$
2. Unpaid Bequests .......................$
3. Value of Non Includable Assets .............$
4. Total from Schedule L-2 ..............................................$
E. Total Value of Trust Assets (Line C-6 minus Line D-4) ...........................$
F. Remainder Factor ................................................... .
G. Taxable Remainder Value (Multiply Line E by Une F) ............................$
(Also enter on Line 7, Recapitulation)
III. INVASION OF CORPUS:
A. Invasion of Corpus
(Month, Day, Year)
8. Name(s~ of Life Tenant(s) Date of Birth Age on Date Term of Years Income
or Annuitant(s) Corpus or Annuity is Payable
Consumed
C. Corpus Consumed ....................................................$
D. Remainder Factor ................................................... .
E. Taxable Value of Corpus Consumed (Multiply Line C by Line D) ....................$
(Also enter on Line 7, Recapitulation)
REV-1647 EX+ (02-10)
~. p~nnsylvania
DERIIRTNENT Of REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PAUL J. HILTON
SCHEDULE M
FUTURE INTEREST COMPROMISE
(ClllCk E;oot 4a on REV-1500)
FILE NUMBER
z~ ~~-~Tas
Thk sdroduk is appropriate only for estaas of decedents vvho died afar Dac. 12,1982.
This schedule is to be used for ail future interests where the rate of tax that will be applicable when the future interest vests in
possession and enjoyment cannot be established with certainty.
Indicate below the type of Instrument that a Bated the future interest and attach a copy to the tax return.
^ Wiil ^ Trost Other
I. Benefidaries
II.
III.
IV.
NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO
NEAREST BIRTHDAY
1. N/A
2.
3.
a.
5.
For decedents who died on or after July 1, 1994, if a surviving spouse exercised or Intends to exendse a right of withdrawal within
nine months of the decedent's death, check the appropriate box bebw and attach a copy of the document in which the surviving spouse
exerases such withdrawal right.
^ Unlimited right of withdrawal ^ Umited right of withdrawal
Explanation of Compromise Offer:
Summary of Compromise Ober:
1. Amount of future interest ....................................................... $
2. Value of Line i exempt from tax as amount passing to charities, etc.
(Also indude as part of total shown on Line 13 of REV-1500.) ........ $
3.
Value of line 1 passing to spouse at appropriate tax rate
Check one. O 6%, O 3%, O 0%
(Also indude as part of total shown on Line 15 of REV-1500.)
,.... $
4. Value of Line i taxable at lineal rate
Check one. O 6%, O 4.5% $
(Also indude as part of total shown on Line 16 of REV-1500.)
5. Value of Line 1 taxable at sibling rate (12%)
(Also indude as part of total shown on Line 17 of REV-1500.) ........ $
6. Value of Line 1 taxable at collateral rate (15%}
(Also indude as part of total shown on Line 18 of REV-1500.) ........ $
Total value of future interest (sum of Lines 2 thru 6 must equal Line 1) ....................... $.
If more space is needed, use additional sheets of paper of the same size.
H105.905 FtEV.(8/111 '
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Department of Health, in accordance wtt
the Vital Statistics Law of 1953, as amended.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
67467c3
No.
Hto5-143 REV 1111006
TYPE 1 PRINT W
PERMANENT
BLACK INK
Marina O'Reilly Matthew
State Registrar
APR~14 2012.
Date
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
101060
(See instructions and examples on reverse) STATE FILE NUMBER
2, Sez 3. Satial Sazany Number 4. Date of Deatl~ (Month, day, year)
~` o ~ 20G -10 -914q 10 -Z~
6. Date of BiM (MoNh, day, year) 7. Binh ace ~ and stale or coon Ba. Place of Death Check on one
" l.Z- Yrs. ..
~. Counry of DeaN &. Gry, Twp. f Deeds 8d. Fad6ry Nanre (If rat inst6ution, give shcet and number)
i_r
1. Name of nt (Flrsl middle, teal suKa)
aa` ~ • ~
5. Age (Last Birtiday) Under 1 r Under 1 d
Momhs pays Fours Mmaes
~v...
11. Decedents Usual lion ~nd of wale done du' most of Ida. Do not stele retl 12 Was Decedent ever M dre 3. Decedents Education
Kind of Work of Bubmessl lndusVy U.S. Nnad Forces? FJemerdary 1 Secondary I
Q 1 / `L Yes ^ No 1 1
16. Decedent's Ma6mg Address (Street, cfiy I town, slate, zip code) Decedents
SZ ~ ~ W I' ~~ ~ ~ _L ~' ~~ AcWal Residence t7a Btate
Ipr 17b. County V ~"
~Inalntc 5 19
18. Fathers Name (Frsl, mitlWe, last, sunal~I ~ L I~O ,^
^ Hospital: Other
^ Inpatient ^ ER 1 Ou¢retienl ^ DOA Nursing Hone ^ Residence ^ ONer ~ Speey:
9. Was DecedaN of Hisparac Origin? No ^ Yes 10. Race: Anrencan Inds, Blade, Whhe, etc.
(If yes, sped(y Chan, (SPA 1 ,
I Medan, Puedo Rican, etc.) W ~ \
only hi~est grade canpletedl 14. MaritM Status: Martied, Never Marred, 15. Survrvirg Spouse pf wrte, give maiden name)
Cokege (1 d a 5+) Wkkwrea, Divorced Ispeadyl
W~ awed
Did Decedent
LNe in a 17c. Yes, Decedent LNed M Twp.
Townshry? 17d. ~ No, Decedent lived within
Adunt LirntS ~ City IBoro
Name (First, midde maiden surname)
n v^r. 1~ . ~IOt_.US ~ ? _
/mt?DG~I•tJQ~~aVer ~J~~
I~
RyP~ I Prkil) ~ r , t . .
w
N
a
~'~ ~' k
21a. McOad of ' ~ ~ ^ Crematbn ^ Doption
i
21h. Date of Disposition (Month, day, year) or otiier ce
21c. Place of Disposition (Name ry pM )•
~
V 4
~
~ 21d. Location (Cnyltown, state, nP 1
N J ~`, Q ~
~~
Burial ^ Removal Irom State i Was Cremation or Donation Aulhodzed
~ r hl' Ykdled Examiner) Coroner? ^
~ ^
Yes Na ~ ~ ~ ~ ,~ f I (
1 byl
l~ll~ {~
. IQHp.
• V~ .
^
r - S
22a. S' a of F ~ rat Serve Li`nssee pe acting such) 22b. Ucm~se Number
_ 22c. Nairn and Address d FadMy ~ 1 ~ (` 1
~ oV- 3 r ~e
zu . ~ K '
'ems23aeadywhencertityirg stated. Si hue and titia
23a.ToNe of ,deatho¢urtedattlietine,dateandplace (~ )
~
r 23b. License Number 2
~„4 ~,`' ~\Z~`~^ ~ (Month, day, year)
3c. Date S
~Q\~ Z~ \\
pMysidan H not avarkMa at time of death to
N C
~~-l~'`
~ 1~`
.
cergty pure of dea -
24. Tme of Death 25. Date Danced Dead (Month, day, ypd 26. Was Case Referred ro Medx~l Examiner I Canner fa a Reason Other than Cremation a Duration?
~
^
Items 24-26 must be completed by person
raauxes deaN
who ~\S r~ M.
`~ 1 Q~~~\-~ ^ \\
` c~7 Yes
No
D
N?
.
p
r Approdmate interval:
CAUSE OF DEATH (See instructions and examples) i Onset ro Death
DO NOT enter krtnmal events such as prdiac artesl
d tie death
d
' Pan II: Enter odcer sjgntfoant conditions contra to deatlu
but not rasa m Use unde pose given in Pan I.
~ ~ dYu9 ea
26. Did Tobacco Use Contribu@ to
^ Yes ^ Probe
.
ry pore
ue
that d
Hem 27. Pad I: Enter the dam' f~~- diseases, otjuries, w prtp~atiors'
ogy. Usl only one cause on each line.
ng ge etiol
ho
wi
nwitlwiA s
o
ory arrest, a ventrkzrlar fihdlla0
respira r
i ^ No Unlmovm
t
1
}
~
~
/
~
~ ~
~
' C/~(,, -~ ~ (~ ~{7 /}~ Q
~+ `r 1 L~ `~ ~ mss/ 1 'V ^• ~
~~~]~
ri
N
~
I 1 `1 ~ V ~ ~ ~ 1
ewmrgsm dBa~ ~
arMidE"Aa~i r J n past rear
l
ot {regnant r
N
a
to (a ~ a canserpecee o : Mn _
~ O ~Jl r l ~/~ ~ ~
' ~
'
i ~
~
~
~ ~ ~ ~ V ^ Pregnant at time d death
~ Nol pregpnl, Mn pregiant wiNin 42 days
S ~ pndtiom, d ~Y,
h. I
j~ i i
iTa
N ro pose fisted m tine a Due to (a as a cereequenc• on:
Ercer UNDERLYING CAUSE r
~
r
i
~ (~' , ~
( (
of death
^ Not pregpnt, out pregnant 43 days to 1 year
(disease a kipiry tltal initialed the c
events resulfing m death) LAST.
Due b (or as a pnsequerme oQ: r
~
r before dpth
^ Unknovm if pregnam wtihin the past year
d
~
30a. Was an Autopsy .
30h. Were Autopsy Fmdings
31. Manner of Death
32a. Date of Iquy (Montle, day, year)
32b. Descdhe How Injury Occurred 32c. Place of Injury: Home, Farm, Sueel Factory,
Office Building, etc. (Speedy)
Perlom~ed? Ava6able Prior to Completion idde
l ^ H
of Cause of Death? om
NaNra
Tme al Iryury
32d 32e. Injury at Wok? 321. If Transpodafan Iryury (Speedy) 32g. Laxtnn of iryury (Sheet, city 1 Mwn, sate)
^ Yes ~ ~ ^ Yes ^ ~ ^ Acddent ^ Pending Invesligatim
^ Suicide ^ CduM Not be Detemdned .
M.
^ Yes ^ No ^ Dmerl Operator ^ Passenger ^ Pedestrian
^ Oti~er -Specify
33a. Certifier (check any one)
sican certiymg pose of death when another physidan has pronaaeed dead and completed Item 23)
' (Ph 33b. Sig re Idle of Certif r ~ ,~, ~ [] ~ ~
~ l~S~r Y 1 ~ ~~ ~
y
. Candying phys¢en
To the best of my knowledge, death ocwrted dueto the ceuse(s)and manner es stated-----------------------------"-- 33a license Nu r 33d. Date Sg (Month, da ear)
• Pronouncing and cerUlying phyafaan (Physician both pronour~aig death and certirymg to pose d deaN) t~ /4 ~ ~ ~ ~ 33 ~ 0 ~~~ \`
W To the beatotmyknowledge,deathaccumdetthetime,doh,andplace,andduetothepuse(s)arrdmennerasaMted__________________^ 'Y1
o Medic~lExamMerlCoroner
w On the hasis of ezaminetbn and I or investigatio y opinion, death oceurted et the time, dare, and place, and due to the cause(s) end manner es stated_ 34. Nance Address of Peron WM tad Cause of Dee Item ZT) Type I Pnnt
~ 35. Registrars SI Wre ~ ~ ~ F - ) ,; 7 ~ f !i 1 h~,~
~ ~],(')
z Disposition Permit Na. ~~ ~ J V
n :,~
c7
'~7
_:
~-T
LAST WILL AND 'TESTAMENT ~ ~~ ^ ; ~'
~~; ,
PAUL J. HILTON ~~ "=-' '~ - ~ --
ti ~' ^~
I, PAUL J. HILTON, of Swatara Township, Dauphin County, Pennsylvania, being of
sound and disposing mind, memory, and understanding, do make, utter, and publish this, my Last
Will and Testament, hereby revoking all former Wills by me heretofore made.
1. I order and direct that my Executor, hereinafter named, shall pay in full as soon as
may be conveniently possible after my decease my just debts and funeral expenses, including all
inheritance, estate, succession and legacy taxes of whatsoever nature and kind, both State and
Federal, to which my estate or the transfer of any property passing hereunder or otherwise passing
by reason of my death, may be subject, and to charge such taxes against the residue of my estate,
it being my intention that none of the aforesaid taxes or any of the property required to be included
in the gross estate under the provisions of any State or Federal Law now in force and effect or
hereafter enacted, shall be pro-rated among the persons interested in my estate and to whom such
property is or may be transferred or to whom any benefit accrues.
2. I give and bequeath my furniture, furnishings, books, silverware, jewelry, pictures,
objects of art and all other domestic and household effects and personal goods and chattels of
every nature and wheresoever situate, in accordance with a Memorandum which I shall leave with
this, my Last Will and Testament. Any of the above property not disposed of by my
Memorandum shall be added to the residue of my Estate.
3. I give and bequeath Five Hundred Thousand ($500,000.00) Dollars to DOROTHY
GOFFUS, of 4909 Franklin Street, Harrisburg, PA 17111. In the event that Dorothy Goffus
should predecease me, then this share should be added to the residue of my Estate.
4. I give and bequeath Twenty-five Thousand ($25,000.00) Dollars to JOHN C.
LATHROP and EVELYN LATHROP, his wife, or the survivor of them, of 4913 Franklin Street,
Harrisburg, PA 17111. In the event that John and Evelyn Lathrop should both predecease me,
then this share should be added to the residue of my Estate.
5. I give and bequeath Twenty-five Thousand ($25,000.00) Dollars to MARIE
REAMS of 205 Treziyulny Street, Osceola Mills, PA 16666. In the event that Marie Reams
should predecease me, then this share should be added to the residue of my Estate.
6. I give and bequeath One Hundred Fifty Thousand ($150,000.00) Dollars to
CHARLES D. KOKOSKI and KATHY A. KOKOSKI, his wife, or the survivor of them, of 6209
Westover Drive, Mechanicsburg, PA 17055. In the event that Charles and Kathy Kokoski should
both predecease me, then this share should be added to the residue of my Estate.
7. I give and bequeath One Hundred Fifty Thousand ($150,000.00) Dollars to
ANDREW W . GOFFUS and SHERRY A. GOFFUS, his wife, or the survivor of them, of 943
Manor Drive, Steelton, PA 17113. In the event that Andrew and Sherry Goffus should both
predecease me, then this share should be added to the residue of my Estate.
9. I give, devise and bequeath all the rest, residue and remainder of my Estate, to
KATHY A. KOKOSKI and ANDREW W. GOFFUS in equal shares as follows:
A. One share to KATHY A. KOKOSKI. In the event that Kathy A. Kokoski
should predecease me, I direct that her share shall pass to her husband, Charles D. Kokoski and
her issue, in equal shares.
B. One share to ANDREW W. GOFFUS. In the event that Andrew W. Goffus
should predecease me, I direct that his share shall pass to his wife, SHERRY A. GOFFUS, and
his issue, including his son August Checci, in equal shares.
10. I nominate, constitute and appoint CHARLES D. KOKOSKI and/or KATHY A.
KOKOSKI, of Mechanicsburg, Pennsylvania, or the survivor of them, to serve as Executors of
this, my Last Will and Testament, to serve without bond of any type whatsoever.
11. In the event that both Charles D. Kokoski and Kathy A. Kokoski predecease me or
are unable to serve for any reason whatsoever, I nominate, constitute and appoint ANDREW W.
GOFFUS of Steelton, Pennsylvania to serve as Executor of this, my Last Will and Testament, to
serve without bond of any type whatsoever.
IN WITNESS WHEREOF, I have to this, my Last Will and Testament, set my hand
and seal at the end hereof, this n day of March , 2002.
1
s-=-
PAUL J. HILTON
The preceding instrument, consisting of this and two (2) pages, was on the date thereof
signed, published, and declared by PAUL J. HILTON, the Testator therein named, as and for his
3
Last Will and Testament, in the presence of us, who at his request, in his presence, and in the
presence of each other, have subscribed our names as witnesses hereto.
1
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WITNESS
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
ss
COUNTY OF DAUPHIN )
On this 26`~ day of Marc , 2002, PAUL J. HILTON, John A. Roe and Ann M.
Robinson, the Testator and the witnesses, respectively, whose names are signed to the 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 and Testament, and that he signed willingly,
and that he executed it as his free and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses and
that to the best of his/her knowledge, the Testator was at that time eighteen years of age or older,
of sound mind and under no constraint or undue influence.
WITNESSES:
' L ~ --.^= -, - r ~- (Seal) :L., ~u-v- (Seal)
~- ~ - ~ P J. HILTON
~` ~ i ~i - ' ~'t ;'t a ~:- ,;4-~ ~ (Seal)
4
Subscribed, sworn to, and acknowledged before me by PAUL J. HILTON, Testator, John
A. Roe and Ann M. Robinson, witnesses, this 2~h day of ar , 2002.
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Notary Public (SEAL)
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IW~~r ~i) ~f~ ~'~L'~~1IJ~~,~(~~iC. lh"4:+~VIGY~v~ V~ 1'iG4~Yr~C'.A
5
MEMORANDUM
To The Last Will and Testament of
PAUL J. HILTON
1 • A picture of a Dutch boy and girl to Evelyn Lathrop of 4913 Franklin Street, Harrisburg,
Pennsylvania.
2. Sligh Grandfather's Clock to Dorothy Goffus, 4909 Franklin Street, Harrisburg,
Pennsylvania.
3 • An oil painting of Sheik to Charles D. Kokoski, 6209 Westover Drive, Mechanicsburg,
Pennsylvania.
4. The marble top table to Kathy A. Kokoski, 6209 Westover Drive, Mechanicsburg,
Pennsylvania.
Date:
PAUL J. HILTON
6
BEFORE THE REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF PAUL J. HILTON, DECEASED
NO 21-11-1149
DECREE OF THE REGISTER OF WII.,LS
AND NOW, this 31st day of October, 2011, upon consideration of the Petition for Grant of Letters
filed by Charles D. Kokoski and Kathy A. Kokoski, for the above decedent and the instrument offered
for probate as the Last Will and Testament, which is dated March 26, 2002, IT IS DECREED that
pages 1-5 of the instrument be admitted to probate as The Last Will and Testament of Paul J. Hilton.
Page 6 titled "MEMORANDUM" is not admitted to probate as it appears after the testator's signature
and is not signed by the testator.
IT IS FURTHER DECREED that Letters Testamentary are hereby issued to Charles D.
Kokoski and Kathy A. Kokoski this date. They shall have all the rights and duties of a fiduciary under
the laws of Pennsylvania and shall proceed with the administration of this estate according to law.
/~~Gr~t
1.,~~2~,rQ~
Glenda Farner Strasbaugh, Registe Wills
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