HomeMy WebLinkAbout04-1016 Register of Wills of Dauphin County, Pennsylvania
PETITION FOR GRANT OF LETTERS
also known as
, Deceased Social Security No. Z- c]',] - Z ~- (2 (: l'~?
(COMPLETE "A' OR "8" BELOW:)
[~ A, Probate and Grant of Letters and aver that Petitioner(s) is/are the execut~!~, .named ,n the Last Wdl of the
dated Z_/~'5~ .~~ and codicil(si dated
Decedent
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse
any) and he~rs:
Relationship Residence
Name
(CQMPLETE IN ALL CASES:) Attach additional heetsif necessary
, -
Decedent was domiciled at death in /_.E,-~, ~'-~'~ County, Pennsylvania, with his/her last family or principal
residence at ~j~,,~+ 5~,,,.~_ ~(~.~ i'¢-'~ *~.~ ~.0 ~,?(~ ~_~.~
Decedent, then ff~ years of age, died l[~- ,20~, at
Decedent at death owned property wi~h estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property m Pennsylvama
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania
Total ..........................
Real Estate situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and lhe grant of letters in the
appropriate form to the undersigned:
RW-7
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Dauphin
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and
correct to the best of the knowledge and belief of Petitioner(s) and that. as personal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the e~..t.~according to law.
Sworn to and affirmed and subscribed
before me this ~;'~)-~7//'7 day of
DECREE OF REGISTER
also known as
Social
Ok~ ~(';, Date of Death:
Security
No:
~c~x~m :.,~ CI , 20 q)q in consideration of the Petition
AND
NOW,
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary ~ of Administration
are hereby granted to t( U ~ ~-~ ¢ ~ ~)
in the above estate anO that the instrument(s), if ang, dated ~ -
Oescribed in the ~etition be admitto¢ to Orobate and filed o~ record as the last Will o~ DeceOem.
FEES
Letters ........................... * 50 (0 .,~E~ ~(L, ~,<~_ ,
ShortCertificate,s) .......... ¢ q C'O
· .u.c,.t,on ..................
Affidavit ( ) .................
Extra Pages ( ) ............ ¢ ~ 7&.
Codicil ..........................
JCP Fee ........................ ¢ ~0. C'E* Attorney: ~,'{[,~
Inventory & Tax Forms... ¢ I.D. No:
Other ............................ $ Address:_ f ~¢ ~~
TOTAL ................ $~ Telephone: 7~ fi'
DATE FILED:
R~-Ta
'~ 143 ~e~ ~7 COMMONWEALTH OF PENNSYLVANIA ' DEPARTMENT OF HEALTH O VITAL RECORDS
CERTIFICATE OF DEATH
/Z Z,,-.~--.,/
I
LAST WILL AND TESTAMENT
O__F
WILMA DOROTHEA WILSON JONES
Ir Wilma Dorothea Wilson Jones, of 527 Bessemer Street,
Steelton, PA 17113, declare this to be my Last Will and
Testament hereby revoking all prior Wills and Codicils.
ARTICLES
I. I have four children who are now living, whose names and
ages are:
?
Name: Age:
Jacqueline B. Jackson 60
Barbara A. Mitchell 57
John W. Jones, Jr. 55
William H. Jones, Sr. 52
I have no deceased children. All references in this Will to
"my children" include only the above children.
II. The expenses of my last illness and funeral shall be
paid from the funds of my estate.
III. I give the following items of personal property to the
following individuals:
A. To Jacqueline Bell Jackson~ my silver punch bowl and
tray, my glass water pitcher trimmed in silver and any other
gifts which she gave to me during my lifetime excluding any items
specifically named in this Will.
B. To Barbara A. Mitchell, my bedroom suit, dishes
trimmed in gold, mink stole, and poppy color cooking pots.
C. To Vida M. Jackson, Lynette Mitchell, William H.
Jones, John W. Jones~ Jr. and Mark E. Jones, my old coin
collection, in as nearly equal shares as is practicable.
D. To Vida M. B. Ellis. my long ranch mink coat.
E. To Lynette Mitchell my diamond engagement ring.
F. To Leslie A. Jones my short black ranch mink coat,
and any automobile which I may own at the time of my death.
IV. If any of the personal property to be distributed under
Article III herein is not in existence, or if I do not own or
have an interest in this property at the time of my death, this
gift shall fail, and the named beneficiary shall receive nothing
in lieu of the gift.
V. I give all the remainder of my property, both real and
personal, of every nature and wherever situate~ including any
property over which I shall have any power of appointment to my
children, in equal shares, share and share alike, as their
property absolutely~ provided, however, that should any of my
children predecease me, I direct that such child's share shall
pass to his or her issue~ per stirpes and not per capita, and in
case of the failure of such issue, then such child's share shall
pass in equal shares unto my children who survive me.
- 2 -
VI. In addition to powers vested in them by law, my Executor,
and their successors and assigns shall have the following powers,
applicable to all property held by them, including all property
held for minors, effective without the order of any court and
until actual distribution of all such property:
A. To retain any property received by them including
the stock of any corporate fiduciary acting hereunder~
B. To sell real estate for any purpose, publicly or
privately, for such prices and on such terms as they deem proper,
without liability on the purchasers to see to application of the
purchase monies~
C. To compromise controversies;
D. To distribute in cash or kind or partly in each at
valuations fixed by them~ and
E. To hold investments in the name of nominee.
VII. Ail taxes and interest and penalties thereon payable by
reason of my death with respect to property comprising my gross
taxable estate, whether or not passing under this Will, shall be
paid from the principal of my residuary estate.
VIII. I appoint my daughter, Jacqueline B. Jackson, as Executrix
of this, my Last Will and Testament. If Jacqueline B. Jackson is
unable or unwilling to act or continue as Executrix for any
reason whatsoever~ I appoint John W. Jones, Jr., successor
Executor. If Jacqueline B. Jackson and John W. Jones, Jr. are
both unable or unwilling to act or continue as Executor for any
reason whatsoever, I appoint William H. Jones, Sr., successor
Executor. No fiduciary acting hereunder shall be required to
post bond or enter security in any jurisdiction.
IN WITNESS WHEREOF, I, Wilma Dorothea Wilson Jones,
hereunto set my hand and seal this >~-3. ~/ day of
· 1993, to this my Last Will and Testament which consists
of FIVE (5) typewritten pages.
Wilma Dorothea Wilson Jones
SIGNED, SEALED, PUBLISHED AND DECLARED, by Wilma Dorothea
Wilson Jones, the Testatrix above named, as and for her Last Will
and Testament, and in the presence of us, who, at her request, in
her presence and in the presence of each other have subscribed
our names as witnesses.
Witness Address
COblMONWEALTH OF PENNSYLVANIA )
COUNTY OF DAUPHIN )
I, Wilma Dorothea Wilson Jones, Testatrix whose name is
signed to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed
and executed this instrument as my Last Will, that I signed it
willingly and that I signed it as my free and voluntary act for
the purposes therein contained.
Wilma Dorothea Wilson Jones
Sworn or affirmed to and acknowledged ~b,efor9 me by Wilma
Dorothea Wilson Jones, the Testatrix, this '~ :: '~_ day of
~-;: i, ," ~."~-,.~"~,/ _ 1993.
y 6blic - --
COMMONWEALTH OF PENNSYLVANIA )
: SS.:
COUNTY OF DAUPHIN )
~ne w~nesses wnose names are signAd to the/~ttac~/d or foregoin~
instrument, being duly qualified according~to law, do depose and
say that we were present and saw the Testatrix sign and execute
the instrument as her Last Will; that the Testatrix signed
willingly and that she executed it as her free and voluntary act
for the purposes therein expressed; that each of us in the
hearing and sight of the Testatrix signed the Will as witnesses;
and that to the best of our knowledge, the Testatrix was at that
time Eighteen or more years of age, of sound mind and under no
constraint or undue influence.
Wi tness
Sworn or affirmed to and subscribed before me by
witnesses, this c- '~ ~' day of /
1993.
Harrisburg, Dauphin Coun~
LMy Commissio~ ExDires Dec
- 5 -
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/01/2005
ADLER WILLIAM L
125 LOCUST STREET
PO BOX 11933
HARRISBURG, PA 17108
RE: Estate of JONES WILMA DOROTHEA WILSON
File Number: 2004-01016
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 02/18/2005
Your prompt attention to this matter will be appreciated.
Thank You.
SX:~~
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/01/2005
JACKSON JAQUELINE B
2937 NORTH SECOND ST
HARRISBURG, PA 17110-1205
RE: Estate of JONES WILMA DOROTHEA WILSON
File Number: 2004-01016
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 02/18/2005
Your prompt attention to this matter will be appreciated.
Thank You.
~~
GLENDA FARNER S~:~
Clerk of the Orphans' Court
cc: File
Counsel
Judge
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
\1l:1"",-~ JOIIIPi?
Will No.
r I r;-/o'1
-z..-.t?o '-(-0101(;,
Admin. No.
-z-{ -O'1-/LJ/b
Date of Death:
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a)?~the OjPhans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on -1!..j '7 - ~l.( :
Name
Address
JACQUELINE B. JACKSON
2737 N. SECOND STREET, HARRISBURG, PA 17110
BARBARA A. MITCHELL
1338 MARRON CIRCLE NE ALBUQUERQUE, NM 87112
JOHN W. JONES, JR.
115 GROVE COURT, FAYETTEVILLE, GA 30215
'....J
1202 HAMILTON CIRCLE HARRISBURG, Pl\.:17111
";< --I
WILLIAM JONES
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
(,>:)
Date:
1.-1, ,,/ hiS
, ,
/v{~ 4./ flJf~vt
Signature
Name WILLIAM L. ADLER, ESQUIRE
Address 1 25 LOCUST STREET
HARRISBURG, PA 17101
Telephone (71 Y 234 - 3 2 8 9
Capacity: _ Personal Representative
~Counsel for personal representative
\7--
::JO ~ V7 \,J :JOV??:'3.... *
Admin. No.
,)J-{JL/-/o/ {c?
.4:E.
,5"a3~
~mJ1':'- / g ~2-./.-,.J
S natu
Name ~r21.1~)H'~ L3 ,h6K50f7
Address 2 7, ~ 7 A{rfh cSE":C/J}/J4 sf
/7brrR<)hfJ,/:; &/ ~a/..?d5
Telephone (~ .2 3~ 4- +-7/
Capacity: ~ Personal Representative
_Counsel for personal representative
I
E:'J.15iJO EX/S.GO}
w
~
~~rJl
U~~
Wo..U
J:OO
U~..J
0.. III
0..
<i
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
x~
~~
~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
;;(L-JJ1
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
U?~ -z. 4
...
z
w
c
w
u
w
c
DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
:fa~~ U.( \ D.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
cr(,{O'1 I '/10/1(
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
(]L~L~
NUMBER
-Ob7()
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
f--
z
w
o
z
o
0..
rJl
ill
~
~
o
u
NAME LV \' ( (t~.,^ AJ (e.-r
FIRM NAME (II Applicable) AJ.. fe-~\-- "t A 01.. f.e-;-
TELEPHONE NUMBER
'l'-'Z'~'{ -~zS1
4>>t-
PA
D 2. Supplemental Return
D 4a. Future Interest Compromise (date 01 death aher 12.12.821
D 7. Decedent Maintained a Living Trust IAttach copyal Trust)
D 10. Spousal Poverty Credit (date of dealh betHeen 12-31.91 and 1.1-95)
D 3. Remainder Return (dale 01 deaih pnor to 12.13.821
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach 5ch 0)
COMPLETE MAiliNG ADDRESS
l ~ ~ l 0 ~ '?-f
ria. ~~l ~bv",
(8) I '0 ) Y I If
(9) -; ~ V Ie
(10)2.- 9 L{ I tj fj)h
1. Real Estate (Schedule A)
2 Stocks and Bonds (Schedule B)
3- Closely Held Corporation, Partnership or Sole-Propnetorsllip
Mortgages & Notes Receivable (Schedule D)
Cash. Bank Deposits & Miscellaneous Personal Property
Z (Schedule E)
0 6. Jointly Owned Property (Schedule F)
~ D Separate Billing Requested
..J
::J 7. Inter-VIvos Transfers & Miscellaneous Non-Probate Property
t: (Schedule G or L)
c..
<3: 8. Total Gross Assets (total Lines 1-7)
U Funeral Expenses & Administrative Costs (Schedule H)
W 9
e::::
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
~ 1 Onginal Return
D 4. Lirnited Estate
~ 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
i '1 IC) ,
c.)
~"
-~,,':-:
r,)
(11)
(12)
(13)
z.'f71 ~ ~ Z-
o
13 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
z
o
~
~
::J
c..
:!:
o
U
X
~
15. Amount of Line 14 taxable at the spousal tax
rate. or Iransfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at Imeal rate
17. Amount of Line 14 taxable al sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. D
x.O _ (15)
x.O _ (16)
x .12 (17)
x .15 (18)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(19)
o
Decedent's Complete Address:
STREET ADDRESS D f,
I 7 " r .op _a.J-
L'--t.l~
CITY
STATE
UL
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
ZIP
Total Credits (A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(SA)
(58)
(i)
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: Yes
a. retain the use or income of the property transferred; ........................................................................................ D
b. retain the right to designate who shall use the property transferred or its income; ......................................... D
c. retain a reversionary interest; or... ........................................................................................................ ............ D
d. receive the promise for life of either payments, benefits or care? .... ....................................... .......... D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ... D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....... ..................... ..... ........... .......... D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
No
~
~
~
~
':"
gr'
~
~
Under penalties of perjury. I declare thai I have examined this return. Including accompanYing schedules and stalements. and to the best of my knowledge and belief. it is true. correct
and complete.
Declaralion of eparer other than Ihe personal represenlalive IS based on I ormation of which pre parer has any knowledge
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For datE!S of death on or after January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S9116 (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
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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren
or a stepparent of the child is 0% [72 P.S. s9116(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%, except as noted in 72 P.S. s9116(1.2) [72 P.S. 99116(a)(1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)1. A sibling is defined, under Section 9102, as a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
M&TBank
~:COUNT NO.
L 49824988
ACCOUNT TYPE
STATEMENT PERIOD
PAGE
CLASSIC CHECKING
OCT.28-NOV.26,2004
1 OF 1
00
o 06111M NM 017
3006
MRS WILMA D JONES
OR WILLIAM H JONES
1202 HAMILTON CIR
HARRISBURG PA 17111
HARRISBURG MAIN
E
:GINNING DEpOSITS a OTHER .. CURRENT ENDING
lBALANCE OTHER ADDITIONS CHECKS PAID SUIlTRACTIONS INTEREST flD 8ALANCE
NO. I AMOUNT NO. T AMOUNT NO. I AMOUNT
17,414.03 01 0.00 01 0.00 o I 0.00 0.00 17,414.03
ACCOUNT SUMMARY
TRANSACTION DESCRIPTION
ACTIVITY
DEpOSITS~INTEREST CHECKS a OTHER
& OTHER ADDITIONS SUBTRACTIONS
10-28-04 BEGINNING BALANCE
$17 ,414.03
ENDING BALANCE
$17,414.03
IMPRESSED BY THE SERVICE YOU RECEIVED AT M&T? IF YOU"D LIKE TO NOMINATE AN M&T
BANK EMPLOYEE FOR EXCEPTIONAL CUSTOMER SERVICE, PLEASE COMPLETE OUR M&T SERVICE
EXCELLENCE FORM AT WWW.MANDTBANK.COM/EXCELLENCE. WE APPRECIATE YOUR FEEDBACK!
M&T"S WEBSITE IS A POWERFUL RESOURCE THAT CAN HELP YOU MAKE INFORMED FINANCIAL
DECISIONS. YOU CAN ACCESS YOUR ACCOUNTS, USE PLANNING TOOLS, OPEN AN ACCOUNT,
OR FIND YOUR NEAREST M&T BRANCH OR ATM. VISIT WWW.MANDTBANK.COM TODAY!
U l I )3)
STMT
ACTION
PROD CODE DDA
CURR CODE
ACTN POST EFFECTIVE
TRACE ID
* 09/03
CO
STFD 1
96 OP EBRN
COlD
ACCT
THF TRANSACTION STMT FORMAT 04/11/10 15.09.50
MS 50852 ACTION COMPLETE
49824988 SHORT NAME JONES WILE
PAGE 1 SEARCH FROM 104/09/03 THRU 104/09/09
CHECK NUMBER TRAN AMOUNT DIC BALANCE
DESCRIPTION
* 09/09
949.00
020042452658239 US TREASURY 303 SOC SEC
0694 1 ,000.00
5131369219 CHECK NUMBER 0694
C
18,414.03
D
17,414.03
PF: 1-HELP 3-PLVL 6-INQ 7-SB 8-SF 9-ASUM 11-CUTO -STSM
SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Estate of Wilma D. Jones
File Number 21-04-1016
ITEM
NUMBER
DESCRIPTION
AMOUNT
1. Funeral Expense $1,000.00
2. Personal Representative $750.00
Commission
3. Social Security Number
4 . Year Commission Paid
5. Attorneys' Fees $1,500.00
6. Family Exemption Claimant,
Relationship to Deceased
7. Address of Claimant at
Decedent's Death
8. Probate Fees $81. 00
9. Advertising estate
10.
Executor taking oath ln Dauphin $15.00
County
Total $3,346.00
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Estate of Wilma D. Jones
File Number 21-04-1016
ITEM NUMBER
DESCRIPTION
AMOUNT
Department of Public Welfare 294485.65
Commonwealth of PA
Total 294485.65
SCHEDULE J
BENEFICIARIES
Estate of Wilma D. Jones
1016
File No. 21-04-
ITEM NUMBER NAME AND RELATIONSHIP AMOUNT OR
ADDRESS OF TO DECEDENT SHARE OF
BENEFICIARY ESTATE
A. Taxable Jacqueline B. daughter 1/4
Bequests Jackson
2737 N. Second
St.
Harrisburg, PA
17110
Barbara A. daughter 1/4
Mi tchell
1338 Marron
Circle NE
Albuquerque, NM
87112
John W. Jones, Jr. son 1/4
115 Grove Ct.
Fayetteville, GA
30215
William Jones, son 1/4
Sr.
1202 Hamilton
Circle
Harrisburg, PA
17111
ITEM NUMBER NAME AND ADDRESS OF AMOUNT OR SHARE OF
BENEFICIARY ESTATE
A. Charitable
and
Governmental
Bequests
~.
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
TPL SECTION - CASUAL TV UNIT
PO BOX 8486
HARRISBURG PA 17105-8486
November 29, 2004
STATEMENT OF CLAIM SUMMARY
Estate of JONES, WILMA
120137288
INPATIENT
OUTPATIENT
LONG TERM CARE
DRUG
.00
.00
17,235.86
1,789.35
.00
1.57
248,641.70
26,817.17
.00
1.57
265,877.56
28,606.52
19,025.21
275,460.44
294,485.65
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
EIN - 23-6003113
REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2004- 01016 PA No. 21- 04- 1016
Estate Of: JONES WILMA DOROTHEA WILSON
ILast, Flfst, Middlel
Late Of:
EAST PENNSBORO TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Securi ty No: 208-24-0670
WHEREAS, on the 8th day of November 2004 an instrument dated
February 23rd 1993 was admitted to probate as the last will of
JONES WILMA DOROTHEA WILSON
ILast, First, Middlel
la te of EAST PENNSBORO TOWNSHIP, CUMBERLAND County,
who died on the 5th day of September 2004 and
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH Register of wills ~n and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify tha t I have this day granted Letters TESTAMENTARY to:
JA CKSON JA QUELlNE B
who has duly qualified as EXECUTORmIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 8th day of November 2004.
\~llnJ{) ~Ci.JL.';l,~f,;;,\~c< e
U
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
LAST WILL AND TEST~~ENT
OF
WILMA DOROTHEA WILSON JONES
... ,
Wilma Dorothea Wilson Jones, of
527 Bessemer Street,
Steel ton, PA
17113, declare this to be my Last Will and
Testament hereby revoking all prior Wills and Codicils.
J..RTICLES
I have four children who are now living, whose names and
ages arc>.
Name:
Age:
Jacqueline B. Jackson
60
Barbara A. Mitchell
57
John W. Jones, Jr.
55
William H. Jones, Sr.
52
I have no deceased children. All references in this Will to
"my children" include only the above children.
II.
The expenses of my last illness and funeral shall be
paid from the funds of my estate.
TTT
..&.,J.......
give the following items of personal
property to the
following individuals:
A. To Jacqueline Bell Jackson,
my silver punch bowl and
tray, my glass water pitcher trimmed in silver and any other
gifts which she gave to me during my lifetime excluding any items
specifically named in this Will.
B.
To Barbara A. Mitche~l. my bedroom suit,
dishes
trimmed in gold, mink stole, and poppy color cooking pots.
c.
To Vida M. Jackson,
Lynette Mitchell, William H.
Jones,
John W.
Jones, Jr. and Mark E. Jones, myoId coin
collection, in as nearly equal shares as is practicable.
D. To Vida M. B. ~11 .; my long ranch mink coat.
.t._.....s,
,... To Lynette Mi tchell , my diamond engagement ring.
.t. .
F. To Leslie A. Jones, my short black ranch mink coat,
and any automobile which I may own at the time or my death.
IV. If any of the personal property to be distributed under
Article III herein is not in existence, or if I do not own or
have an interest in this property at the time of my death, this
gift shall fail, and the named beneficiary shall receive nothing
in lieu of the gift.
v.
I give all the remainder of my property,
both real and
personal,
of every nature and wherever situate,
including any
property over which I shall have any power of appointment to my
children,
in equal shares, share and share alike,
as their
property absolutely, provided, however, that should any of my
children predecease me,
I direct that such child's share shall
pass to his or her issue, per stirpes and not per capita, and in
case
,,-F
o,J'"
the failure
of such issue, then such child's
share shall
pass in equal shares unto my children who survive me.
- 2 -
VI. In addition to powe=s vested in them by law, my Executor,
and their successors and assigns shall have the following powers,
applicable to all property held by them, including all property
held for minors,
effective without the order of any court and
until actual distribution of all such property:
A. To retain any property received by them including
the stock or any corporate fiduciary acting hereunder;
B. To sell real estate for any purpose, publicly or
privately, for such prices and on such terms as they deem proper,
without liability on the purchasers to see to application of the
purchase monies;
C. To compromise controversies;
D. To distribute in cash or kind or partly in each at
valuations fixed by them; and
E. To hold investments in the name of nominee.
VII. All taxes and interest and penalties thereon payable by
reason of my death with respect to property comprising my gross
taxable estate, whether or not passing under this Will, shall be
paid from the principal of my residuary estate.
VIII. I appoint my daughter, Jacqueline B. Jackson, as Executrix
of this, my Last Will and Test~~ent.
If Jacqueline B. Jackson is
unable or unwilling to act or continue as Executrix for any
reason whatsoever,
appoint John \oJ.
Jones,
Jr. ,
successor
Executor.
If Jacqueline B.
Jackson
and J ob..TJ. W.
Jones,
Jr.
~-c
0...._
both unable or unwilling to act or continue as Executor for any
reason whatsoever, I
appoint W:lliam H. Jones,
Sr., successor
Execut.or"
No ~iduciary acting hereunder shall be required to
- 3 -
post
bond
,..-
v',L.
enter
security in any
jurisdiction.
IN WITNESS WHEREOF,
hereunto set my hand and seal
1993, to this my Last
of FIVE (5) typewritten pages.
I!
this
Will
Wilma Dorothea Wilson Jones,
z-J,,'-vI day of h? b.;~,-,,--....-~
and Testament which consists
;'~',~.{~....,.,...t" /' //~/LL4..-/7, - /"- ;{. ,:.,.<' -<!..-J;Yi.--
..t--.~
Wilma Dorothea Wilson Jones
SIGNED, SEALED, PUBLISHED AND DECLARED, by Wilma Dorothea
Wilson Jones. the Testatrix above named. as and ror her Last Will
and Testament, and in the presence of us, who, at her request, in
her presence and in the presence of each other have subscribed
our names as witnesses.
,., '1
.:-" I if' /yJ
, , f, Ill. {:
~ {,.:",,': .,f ..;:..t'l../vw^--
Witness
/;; . ;J /'
'" /.. .!f//
'.( / i jrl/t-~./ /\
f-..-- (I'II~.J'~ :.:....-
/' I '! ,I I
'-jj;)' it- r- ( ~ I) f..,/ v--- a _
Address .J '
J::) .A.,
h'
" I
f)~&d' 7Z~-
w ness
/
--;~hA1Y~~/~' ~
AddlressL... 0./
COMMONWEALTH OF PENNSYLV~~IA
ss. :
COUNTY OF DAUPHIN
)
T. Wilma Dorothea Wilson Jones, Testatrix whose name is
signed to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed
and executed this instrument as my Last Will, that I signed it
willingly and that I signed it as my free and voluntary act for
the purposes therein contained.
--'-
'I .' ;/~__~ ,/~ i:-::..._:--~.--ij.~' .~ :..---:.:....-.'v1 ~ i-~""~
Wilma Dorothea Wilson Jones
Sworn or affirmed to and acknowledged before me by Wilma
Dorothea Wilson Jones, the Testatrix, this z.~-.,;;z/ day of
;--- Vr t... \-r,..:i:...{__-'-.......-7..
1993.
/
dd~
Nota'ry P-hbli c
Or-
- 4 - I NOTARIAL <:::-Al .
I KEYOUNG.S.G.'ON till' ~::: N":. I
H . -c._H, alarv O::uo' I'
arnS::ll.:r" Daunn ~ " Ie
M'" . ", w In co.,'tv
t 'I ~omm!Ss'or :::xoiro D ~ ,
. - _S eo 16. 1996
!
~ /i. LC
COMMONWEALTH OF PENNSYLVANIA )
ss. :
COUNTY OF DAUPHIN )
,A J I /1/ (/ I) _,/-~//_ C/ ~i/ t./?
WE, "'_, './J!j'.trvv, ;/ !A(lY<'~/':> ,and c:;;r. /~L
the witnessesvwhose names are signed to the foregoing
instrument, being duly qualified accordin_ to law, do depose and
say that we were present and saw the Testatrix sign and execute
the instrument as her Last Will; that the Testatrix signed
willingly and that she executed it as her free and voluntary act
for the purposes therein expressed; that each of us in the
hearing and sight of the Testatrix signed the Will as witnesses;
and Lhat to the best of our knowledge, the Testatrix was at that
time Eighteen or more years of age, of sound mind and under no
constraint or undue influence.
./ < j
,,// f l 1'/
.;;~r .' ;/ l -/1//
// ( ./ /f./ /(l .rf:-T~ /\~.........
Wi tneS's .
{I
/
e-..--
~ /'
// // /,7
/' ~ 1!:/' ,/ /~
U(':J:..-v-k"'..--.A~
-
~,rfid~/ ~ ~~
~esv
Sworn
1/" " 1 ,
frI ; 1/ J'
. . I ' } .I ~.1 //1 ." .
:..11: .', J_.,J ,'v(,.c,,",~""../'\._
or affirmed to and
.7 -; 1/-;
",(.'-" t.. / /j' j
r../ IJ:' I/i /,
/.- (. In y~>1____and
subscribed before me by
witnesses, this
~ "-?i
i-. '"? .;-~ day of
F p /. J--. l <-? /-----..
y 10.___ \..-'{- \",??oo"" "--- i
...
1993.
t ?
~-
cI
NOTARIAL SEAL I
KEYOIJNGSOON MilLER. Notary Public
HarnsDurg, Dau;:nin Count'1
I Mv CommiSSion Exoires ')ec 16 '996 ,
- 5 -
Register of Wills of Dauphin County, Pennsylvania
Estate of
Wt' ( VV\ fA
O. 70lAe &,
INVENTORY
No. d / - ~ 'I -/0 I to
Date of Death ? /5 ~ V
Social Security No. z,og - 'Z Y-06 70
, Deceased
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all
of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent. that
the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and
that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum
at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that
false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to
authorities.
Name of ( A' J {
Attorney: 11J,. ( t 4: e'V\ a( l~
I.D. No.: "'Z;.'1'O If Lf
Address: t -z.. !s- ~ Gv~i <;:f
1Ia./-~( C? Lv~ / M (71LJ I
Telephone: 717...- Z ~ '1- '>? <6:r
~
Description
Value
j'I\. 4- -r
tc.ecA(~
('6, 'fll{
.,J.::-
1'...::
Total: 1'(; il(l LI
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include
the value of each item. but such figures should not be extended into the total of the Inventory.
RW_R
BUREAU OF INDIVIDUAL-TAKES
INHERITANCE TAX DIVISION-
PD BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLDHANCE OR DISALLDHANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
(ff'~)C V """' ro p. ,..:~.. "2' "9
LJ(jJ J c.. If,' "
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-23-2005
JONES
09-05-2004
21 04-1016
CUMBERLAND
101
Anount R..itted
CLERK OF
ORDHVd'C' c'r.,r rOT
I ! J~ \) ,.lVI,
wILLIAHCl\1MfEif '~N)
ADLER & ADLER
125 LOCUST ST
HBG PA 17101
*'
REV-1547 EX AFP (03-05)
WILMA
D
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
IUV-"Mc"Yf.m.'l'IrJ~m'.'IItI'n:'l!I!.w.!NII'ft'rt'~M!l'.mr."WIU'Yftfl\'m'~.YC[!I\I'JlM!l'.r.rr.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JONES WILMA D FILE NO. 21 04-1016 ACN 101 DATE 05-23-2005
TAX RETURN HAS: I X I ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedule A)
2. Stocks ...d Bonds ISchedule BI
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposlts/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers fSehedule G)
8 . Total Assets
III
12}
(31
14)
151
16}
(71
.00
.00
.00
.00
18.414.00
.00
.00
IBI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. ExPenses (Schedule H)
10. Debts/Hortgoge Liabilities/Lions (Schedule II
11. Total IleducUons
12. N.i Value of Tax R.turn
13. Charitable/Govenn..ntal Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Est.t. Subject to Tax
(91
1101
3,346.00
294.486.00
(Ill
1121
113)
1141
NOTE: To insure proper
credit to your account I
sub.it the upper portion
of this for. with your
tax payaent.
18,414.00
297.R3? nn
279,418.00-
.00
279,418.00-
NOTE: I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures ~ha~ include ~he ~Dtal of ALL returns assessed ~o da~e.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rat.
16. Anount of Line 14 taxable at Lineal/Class A rat.
17. A.aunt of Line 14 at Sibling rat.
18. ~ount of Line 14 taxable at Collateral/Class Brat.
19. Principal Tax Due
D S'
1151 .00 X 00 = .00
116} .00 X 045 = .00
I1n .00 X 12 = .00
118} .00 X 15 = .00
119}= .00
AHOUNT PAID
DATE
NUIlIlER
INTEREST/PEN PAID (-I
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
I IF TOTAL DUE IS LESS TNAN $I, NO PA YHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/27/2006
JACKSON JAQUELINE B
2937 NORTH SECOND ST
HARRISBURG, PA 17110-1205
RE: Estate of JONES WILMA DOROTHEA WILSON
File Number: 2004-01016
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dyin9 on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
9/05/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
If r
,.~// ,-~P' . Lt, " /J
,/(J;:i1ld~_ iJiMA1f!V Jdb;;:dft~/
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 7/27/2006
ADLER WILLIAM L
125 LOCUST STREET
PO BOX 11933
HARRISBURG, PA 17108
RE: Estate of JONES WILMA DOROTHEA WILSON
File Number: 2004-01016
Dear Sir/Madam:
This notice is to serve as a reminder that the StatuE3 Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted adn1inistration.
This filing is due by:
9/05/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
,,l r
.iI/I ',/"t?' . Lt- ~~U j)
){j/J/I!~ l/Wl:IU"':,) )da.i~7v
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
r
<lA~B~UgS;:)ld;:)1 IBUOs1gd 10J psunoJ~
gAqu~ugs<lld;:J(lluUOSlgd 0 :~~::>uduJ
/
/9:7/1
/ 'ON ;moqd;:Jp1.
:..4 S 2, c~ )1 0,"2-
SS<llPPV
.-/~ ;=?i?? <7 7 _t..~.-z. I
~r/r
~
If, J
~l1,,-2/~
'~Od;;ll SFLP 0:). pgqor;nB
Qq ABUl pUll ~O;) ,suuqd.Io ;;lq+ JO )[lQ{J ;:Jq+ ql~ pgm gq AUUl S~unOOOB
IBUllO~ 10 lBUllOJ JO IBAOlddB pUB SlgpU~O f 'SgSUgpl 'S~dpO;;ll JO S;;lFdO;) '0
;)UlUN
"",1 }p 1/ J . t 11]
;)lIllB~FS
l/rj;:
,
:;):).UG
o ON 111 Sg A i,lS;UdlU~
Uf s;:J!~ud dq:). 0:). AW::uuoJUF wnOOOB UB g:).~s ;;lAFlRlu;:JS;:Jld;)l IUUOSlgd gq+ PFG '0
:S! lunooou
s, ;;lA~BlU;)S;)ldglIUUOS1;)d ;:Jql lOJ (AUB J!) 'ON lIDO;) ,suuqdlO ;:Jlll.rnd;;lS dtU 'q
J2g ON 0 s;;lA
l,~0;) ;)ql q+fM lunOOOB IBUl] B ;)m ;)A~~UgS;;lld;:)l IBUOSlgd ;;nn P!G 'B
:llU~.A\OnOJ gq+ ;:JlUlS 's;;lA s~ I 'ON 0:). 19.A\SUB dqUI 'f
:;)l;)IdUlOO gq II~ uoqBllS!U~B gql
:).uq:). SdAdH;)q A{qBUOSU;:Jl ;)Aq~UgSdlddl IBUOSl;)d gq:). Udq.A\ ;):).~S 'ON S! l;).A\SUB gqHI 'Z
o ON ~ ~<lA
;gl;)IdUloO SF d:).~S;:J ;:Jq+ JO uoqBllS!U~PB l;)q:).;)q.A\ :JlBlS 'I
:;):).~S:J pgUOndBO-;)AoqB :Jq:).Jo UO~BllS~UFUlpB ;)q+Jo UOfl;)IdUloO Ol p;}ds;}l q:).F.A\
llU!.A\OIIoJ ;)ql ~Odgl I 'sgIn(l ~no;) ,suBqdlO ~o;) ;)Ul;}ldns ;:Jq+Jo Zl'9 ;)In(l Ol luunsIDd
<:::7 if\.--' ~
Cf J <.7 J 0 - h (70'Z
I )
)-,0/.5/ b
)IVV'I . (Y7
;'ON ;:JW:).sH
:qregG JO :J:p::a
'<1
:lU;)p;)Oga JO gUlBN
n' 9 Hill(l ([HGND DIOcEllI sm V 1.S
AlunOJ puupO}qmnJ JO sIUMJo .I<:)lS~O}lI
/'
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: h) /ty1 a =::J) ~o }11~6
Date of Death: c. ~~k-r c..:j - ...2 0 d-4-
,y
~~NO.: ...2. CJ~. :/ 4-. O~ 7t:/ d.\- \)~ -\lJ\ \J
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration ofthe above-captioned estate:
1. State whether administration of the estate is complete:
yesft No 0
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 fmal account with the Court?
Yes 0 No 0
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 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: ~~~~ t.. ..2 0 CJ ~
~ S : j 1 ::';/
I
, i a.:,)
/7b m::s.6ur9 J TA /7//C? /-2 as-
Telephone No. / /
~ 38. -+1-7
Capacity: IZl Personal Representative
o Counsel for personal representative
~