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Home My WebLink About01-04-13Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: PAUL J. HILTON Date of Death: October 23, 2011 File Number: 2011-01149 Pursuant to Pa. O.C. Rule 6.12, 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 ~ 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 ®No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... Yes ~No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date ~Y/Z~/I'j~ Signature of t is Form Capacity: Personal Representative ~ Counsel -~- ~ cn ~' 4z try ~` John A. Roe, Esq. LR.! _._ + 6--~ .--~ tY_ Name of Person Filing thrs Form ~~' ~~° :~ ~' , 2520 Doehne Rd., Harrisbur PA 17110 g ~~ ~ ~ C~ ~ ~ Address ~ ~ ~ Q Harrisburg, PA 17101 ~'' ~`# ~ ~- ~ ~ w 717/671-9870 W ~ © ~ Telephone ~ CC ~, cam., Form RW- 10 rev. 10.13.06 ;~ ~ ", Final Accounting for the Estate of Mr. Paul J. Hilton Date of Death 10/23/11 Appraised & Assessed Value of Mr. Hilton's Estate: Cash, Certificates of Deaosit and Tangible Personal Prove Certificates of Deposit $ 683,378 Money Market & Checking 134,833 Bethany Village -- Deposit Refund 271,200 IRS Refund -Federal Individual Tax 3,671 PA Department of Revenue Refund - PA Individual Tax 347 Sale of Personal Assets 1,050 CSA Annunity 769 CSF Annunity ~ 546 Cash on Hand 370 Kraft Foods -Annunity 32 VA Burial 100 Grandfather Clock and Wall Decor 500 TOTAL $1, 096, 796 1 '~ , Final Accounting for the Estate of Mr. Paul J. Hilton Date of Death 10/23/11 Stocks ~ Bonds: U.S. Bonds - HH Savings $ 307,500 Invesco High Yield Fund 22,650 Franklin Strategic Fund 19,628 Nationwide Securities 108,061 Edward Jones Brokerage 168 Ladenburg Thalman Financial Services 45 Marietta Gravity Corporation 11,250 Frog & Switch 9.150 Total Stocks 8< Bonds Other: Transfers within 1 year of death -see attached TOTAL APPRAISED 8~ ASSESSED VALUE OF ESTATE 478,452 78,500 1 653 748 2 Final Accounting for the Estate of Mr. Paul J. Hilton Date of Death 10/23/11 Reconciliation of Estate Appraised & Assessed Value to Estate Cash Funds Available: Appraised & Assessed Value of Estate Deduct: Items not providing Cash Funds: Previous Transfers (see attached) Value - 30 Sh. Marietta Gravity Stock (Note 1) Value - 25 Sh. Frog & Switch Stock (Note 1) Value -Grandfather Clock and Wall Decor (Note 2) Prepaid IRS Deposit -Individual Tax TOTAL Subtotal Add: Funds earned subsequent to date of death: Dividends -Frog & Switch Dividends -Marietta Gravity Interest - PNC TOTAL TOTAL CASH FUNDS AVAILABLE IN ESTATE ACCOUNT $1,653,748 $ 78,500 11,250 9,150 500 5,500 (104,900) $1, 548, 848 $ 425 45 85 555 $1 549.403 3 Final Accounting for the Estate of Mr. Paul J. Hilton Date of Death 10/23/11 Administrative Exaenses: Executors' Fees $ 39,000 Attorney Fees 6,000 Accountant Fees 11,485 Total Administrative Fees $ 56,485 Beneficiary Distributions: Dorothy E. Goffus 500,000 Evelyn V. Lathrop 25,000 Marie Reams 25,000 Andrew W. & Sherry A. Goffus 150,000 Charles D. & Kathy A. Kokoski 150,000 Total Beneficiary Distributions 850,000 Total Disbursements Prior to Residual Distributions 1,239,489 Cash Available for Residual Distribution $ 309,914 5 Final Accounting for the Estate of Mr. Paul J. Hilton Date of Death 10/23/11 Balance Forward Less: Beneficiary Distribution -Residual: Andrew W. Goffus Kathy A. Kokoski Total Residual Payments Ending Balance per Estate Account Note 1 $ 309,914 309,914 $ -0- The 30 Sh. of Marietta Gravity and 25 Sh. of Frog & Switch have been transferred to and registered in equal share between the residual beneficiaries. Note 2 Grandfather clock and wall decor have been delivered to named beneficiaries according to Will. Ch rtes D. okos i, Exe utor Katy koski, Execu r Jo oe, Esq. ~~,~ /Z- Date 11 5 Z Date Date $154, 957 154,957 6 CHARLES D. KOKOSKI CERTI~~QBLIC ACCOUNTANT 120 STATE STREET HARRISBURG, PA 17101-1041 TEL. (717) 2341833 FAX (717) 2341838 July 18, 2012 Ms. Judy Bass, Secretary The Marietta Gravity Water Company 1195 River Road Marietta, PA 17547-0302 REF: Pau! J. Hilton Estate Stock Certificate 30 Shares Dear Ms. Bass: With reference to the enclosed certficate, please reissue in the names and shares as follows: 15 shares to: Andrew W. Goffus #188-52-0778 943 Manor Drive Steelton, PA 17113 15 shares to: Kathy A. Kokoski #168-36-6863 6209 Westover Drive Mechanicsburg, PA 17050 Please find enclosed death certificate and powers of appointment. When completed, please remit the reissued certficafies to my office in the enclosed envelope. Thank you for your attention to this matfier. Sincerely, G ~ Charles D. Kokoski, CPA __ Enclosures uE~~-~sia Ex:+ ,os-o~i ~' ' ~ Pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER PAUL J. HILTON 21 11-1149 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTERE5T EXCLUSION ([F APPLICABLE) TAXABLE VALUE 1. DOROTHY E. GOFFUS --FRIEND 11/6/2010 10,000.00 3,000.00 7,000.OC 1/3/2011 13,000.00 13,000.OC 2 ANDREW W. GOFFUS --FRIEND 11/6/2010 3,750.00 3,000.00 750.OC 1/3/2011 13,000.00 13,000.0( 3 SHERRY A. GOFFUS --FRIEND 11/6/2010 3,750.00 3,000.00 750.0( 1 /312011 13,000.00 13,000.0( 4 KATHY A. KOKOSKI --FRIEND 11/612010 5,500.00 3,000.00 2,500.0( 1/3/2011 13,000.00 13,000.0( 5 CHARLES D. KOKOSKI --FRIEND 11/612010 5,500.00 3,000.00 2,500.0( 1/3/2011 13,000.00 13,000.Ot TOTAL (Also enter on Line 7, Recapitulation) $ ~ 78,500.00 If more space is needed, use additional sheets of paper of the same size.