HomeMy WebLinkAbout01-0474
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY - PENNSYLVANIA
/./;t-
Estate of Robert Js...Jones
PETITION FOR GRANT OF LETTERS
No. ~\- 01-4.4-
also known as j;u.r:;:r'illJ~, ,~s
, Deceased
Social Security No. 174201914
Atha G. Jones
Petitioner(s), who is/are 18 years of age or older, apply)ies) for:
(COMPLETE "A" OR "B" BELOW:)
GJ
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix
Decedent, dated 12/17/96 and codicil(s) dated none
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, etc
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 incapacitated:
o
B. Grant of Letters of Administration
(c.t.a, d.b.n.c.t.a: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland . County, Pennsylvania, with his/her la t family or principal
residence at 197 Gilbert Road Shi ensbur PA 17257 So \j ~ ~-~
(list street, number and municipality)
Decedent, then 70 years of age, died Deember 4, ,1998, at HarrisburQ Hospital
(Location)
Decedent at death owned property with estimated values as follows:
All I $ 3 o(X.') . c.>D
(if domiciled in PA persona property. ..................... ...............
(if not domiciled in PA Personal property in Pennsylvania ................... $
(if not domiciled in PA Personal property in County............................. $
Value of real estate in Pennsylvania ......... ..................... .......................................... $
Total .............................. ................................................................................ $ 50(Y). r,)U
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 the grant of letters in
the appropriate form to the undersigned;
Signature
Typed or printed name and residence
197 Gilbert Road Shi
PA 17257
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Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
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 estate according to law.
Sworn to and affirmed and subscribed ~ ~
before me this
15TH
day of
. MAY ,'0
~(8MLUOJ~~%'
MAR CLEWIS U
DECREE OF REGISTER
~i~
Estate of Robert J~ Jones
also known as Robert J. Jones
Social Security No: 174201914 Date of Death: 12/4/98
AND NOW, MA Y 15, 2001 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
Deceased
21 - 01 - 474
No.
IT IS DECREED that Letters I:&l Testamentary 0 of Administration
are hereby granted to Atha G. Jones
((c.I.a., d.b.n.c.t; pendente lite; durante absentia; durante minoriate)
in the above estate and that the instrument(s), if any, dated December 17, 1996
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent
$
$
$
$
$
$
$
$
6.00
FEES
Letters .................................. $ 25.00
Attorney: H. Anthony Adams
1.0. No: 25502
Address: 128 E. King Street
Shippensburg
TOTAL .............................$ 48.00 Telephone: (717)-532-3270
Letters put in attorneys file in Prothy o~A~~6~~: MAY 15, 2001
Short Certificates( s) ...............
Renundation ..........................
Extra Pages ( 4 ) ...............
ITR.......................................
JCP Fee .................................
Inventory............... ..... ..... .......
Other ...... ................ ... ....... ......
1? on
Signature
5.00
PA 17257
H 105.905 REV. 6/96
This is to certify that this is a true copy of the record which is or ;lle in the Pennsylvania Division of Vital Records In accordance
with Act 66, P.L. 304, approved by the General Assembly, June .29, J '53.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
~/I~
Charles Hardester
State Registrar
4791833
DEe 22 1998
Date
Hl06. 143 RMt. 2111
COMMQNWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
TVPEIPfUNT
IN
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ROBERT
JAMES
Male
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"_ EXAMINl!IlJCQRONER
On the balls 0' ..aminaffon and/or lnYUlig"ion. ir. my
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REGIST
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LAST WILL AND TESTAMENT
KNOW ALL MEN BY THESE PRESENTS, that I, ROBERT J. JONES, of
197 Gilbert Road, Shippensburg, Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this my Last will and Testament, hereby revoking all
prior wills and codicils by me at any time heretofore made.
FIRST: I direct the paYment of all my legal debts, funeral
expenses including my grave marker and all expenses of my last
illness, state, federal estate and inheritance taxes,
administration costs, etc., shall be paid from my residuary
estate and shall not be charged or apportioned to any other
legatee, donee, beneficiary or joining tenant as soon as may be
conveniently done following my decease leaving all specific
bequests free of tax to the legatee.
SECOND: I give and bequeath all my property, be it real,
mixed or personal, to my wife, Atha G. Jones.
THIRD: If my wife should predecease me or is not living on
the sixtieth (60) day following my death, I then direct that all
of my non-liquid assets not otherwise specifically bequeathed
under this my Last will and Testament be sold as soon as may be
convenient and practical, using sound legal and financial
judgment, and that the net proceeds from the sale of my non-
liquid assets and any liquid assets that I may own at the time of
my death, all of which constituting the rest and residue of my
estate, be distributed as follows:
a. I give and bequeath Twenty (20%) Percent of my said
estate to Memorial Lutheran Church, of Shippensburg, Cumberland
County, Pennsylvania;
b. I give and bequeath Ten (10%) Percent of my said
estate to Cleversburg United Methodist Church;
c. I give and bequeath Ten (10%) Percent of my said
estate to st. Augustine Memorial Lutheran Church of st.
Augustine, Florida;
d. I give and bequeath Ten (10%) Percent of my said
estate to Memorial Lutheran Church of sebring, Florida;
e. I give and bequeath Five (5%) Percent of my said
estate to the Hospice Program of the Carlisle Hospital, Carlisle,
Pennsylvania.
f. I give and bequeath Ten (10%) Percent of my said
estate to be divided equally among the Vigilant Hose Company, the
Cumberland Valley Hose Company No.2, and the West End Fire and
Rescue Company, all of Shippensburg, Pennsylvania.
g. I give and bequeath the rest and residue of my Estate
to Nicole Sarah Nehf and Samuel J. Nehf, in equal shares, share
and share alike, per stirpes.
FOURTH: If any of the beneficiaries under this my Last Will
and Testament are minors, then in that event, I give, devise and
bequeath said minors share to Kevin Nehf and Robin Nehf, as
Trustees of my estate, to invest and reinvest the same during the
minority of the said child with the following powers in addition
to those currently given under law:
a. The power to use the income from the said minors share
for the support, health, maintenance and education of the said
minor.
b. The power to use the principal if the income should
prove insufficient for the support, health, maintenance and
education of the said minor.
c. The power to distribute to the said the then remaining
principal and income upon the attainment of the age of Eighteen
(18) years, upon a good and valid release without the necessity
of an adjudication.
FIFTH: I nominate and appoint my wife, Atha G. Jones, as
the Executrix of this my Last will and Testament. If she should
fail to serve or be unable to serve, then in either of those said
events, I nominate and appoint, Orrstown Bank, as the Executor of
this my Last will and Testament.
SIXTH: I direct that neither my personal representative nor
Guardians shall be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, ROBERT J. JONES, to this my Last will
and Testament, set my hand and official seal, this r'Jl~} day of
December, 1996.
R~-agA ~
Robert J. Jones
(SEAL)
Sworn to and subscribed, declared and
published by Robert J. Jones, as
his Last will and Testament, and so
done in the presence of we the
witnesses, who sign at his request,
and in his presence, and in the
presence of each other.
COMMONWEALTH OF PENNSYLVANIA:
:SS
COUNTY OF CUMBERLAND
I, Robert J. Jones, whose name is signed to the foregoing
instrument, having been duly qualified according to law, do
hereby acknowledge that I signed it willingly; and that I signed
it as my free and voluntary act for the purpose therein
expressed.
R,~
Robert J. . n~
Sworn to and acknowledged, before me,
by Robert J. Jones, the Testator,
this ~ day of December, 1996.
'Cnwll ~
Notary Public
NOTARIAL SEAL
DAWN MARIE SHOOP. NOTARY PUBLIC
Shippensburg. Cumberland County, PA
My Commission Expires February 5. 2000
COMMONWEALTH OF PENNSYLVANIA:
:SS
COUNTY OF CUMBERLAND
WE, H. Anthony Adams and Sharon Coleman Adams, the
witnesses whose names are signed to the foregoing instrument,
being duly qualified according to law, do depose and say that we
saw the Testator sign and execute the instrument as his Last will
and Testament; that he signed willingly and that he executed it
as his free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testator signed
the will as witnesses, and that to the best of our knowledge and
the Testator was at the time at least eighteen (18) or more years
of age and of sound mind and under no constraint or undue
influence.
Sworn to and subscribed before me by,
H. Anthony Adams and Sharon Coleman Adams,
the witnesses, this )~day of December, 1996.
NOTARIAL SEAL
DAWN MARIE SHOOP. NOTARY PUBLIC
Shippensburg, Cumberland County, PA
My Commission Expires February 5, 2000
E
---
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
Robert J. Jones
Date of Death:
December 4, 1998
Will No: 2001-00474
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the
Orphan's Court Rules were served on or mailed to the following beneficiaries of
the above captioned estate on: September 7, 2001
Name
Address
Atha G. Jones
197 Gilbert Road
Shippensburg, Pa. 17257
Notice has now been given to all persons entitled thereto under Rule 5.6
(a) except: None. ~
Date: 9/7/01 \ '" }
c-ffAiithOny ams, 5 ire
128 E. King Street
Shippensburg, PA 17257
Telephone: (717)-532-3270
Counsel for Personal Representatives
REV.1500EX + (6.00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
/0.;/.30-/0
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Jones Robert J.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD.Year)
OFFICIAL USE ONLY
C/
12/04/1998 12/24/1927
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Jones Atha G.
1Xl1. Original Retum
D 4. Limited Estate
IXl 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (dateofdealh after 12-12-a2)
D 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1- J.95)
FILE NUMBER
JL L ----12 -'- _IL.12 12 L
COUNT'lCODE YEAR NUMBER
SOCIAL SECURITY NUMBER
174-20-1914
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Retum (date of death priOl"to 12.13-a2)
D 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach 5th 0)
'l'HllIlIECTIONNlUST BECGMPlETEI!l,ALLCClFlFlallPONDENCI5A1i1D'C; NF'IilEN'I'I~t'l'Bf l!OFlUTIl!lNIS BliliMiilili'.' ... mED110:
NAME COMPLETE MAILING ADDRESS
H. Anthon Adams 128 East King Street
FIRM NAME {If Applicable}
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Suite A
TELEPHONE NUMBER
717-532-3270
Shi
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(1)
(2)
(3)
(4)
(5)
PA 17257
OFFICIAL USE ONLY
2,774.00 ;
(6)
(7)
(g)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines g & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and GovemmentalBequests/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
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
2,774.00 X .:22.- (15)
X _(16)
X .12 (17)
X .15 (18)
(19)
16. Amount of line 14 taxable at lineal rate
17. Amount of line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20 D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SU E TO ANSWER ALL QUESTIONS ON
(8)
2,774.00
(11)
(12)
(13)
2,774.00
(14)
2,774.00
SIDE AND RECHECK MATH < <
Decedent's Complete Address:
S1REET AD~ :ss
197 Gilbert Road
CITY I STATE I ZIP
Shippensburg Pa 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty (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. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
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 No
a. retain the use or income of the property transferred; ................ ........................ ................................. 0 0
b. retain the right to designate who shall use the property transferred or its income; ........ ............................... 0 0
c. retain a reversionary interest; or .................. ......................... .......................... .............................. 0 D
d. receive the promise for life of either payments, benefits or care? ..... ............................ .......................... 0 0
2. if death occurred after December 12, 1982, did deceeent transfer property within one year of death
without receiving adequate consideration?.............. .......................... ........................ ............................ 0 0
3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death? ................. 0 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .......................... ........................... .................. D 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.
Under penalties of perjury, I declare thai I have examined this return, including a:companying schedules and statements. and to the best 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.
SIGNATU F PERS N RESPONSIBLE FOR FILING RETURN
s
ADDRESS
ADDRESS
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 PS ~9116 (a) (1.1) (i)].
For dates 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% 172 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemot 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 deceasee child twenty-one 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% [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%, except as noted in 72 P.S. ~9116(1.2) 172 P.S. ~9116(a)(I)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% 172 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
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SCHEDULE B
STOCKS & BONDS
REV-1503 EX + {1.971
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jones Robert J
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
2,774.00
76 shares of common stock of GPU
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert addifional sheets of the same size)
2774.00
RE~."m""",!.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEiVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Atha G. Jones spouse 100%
197 Gilbert Road
Shippesnburg, Pa. 17257
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX is NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
..
LAST WILL AND TESTAMENT
KNOW ALL MEN BY THESE PRESENTS, that I, ROBERT J. JONES, of
197 Gilbert Road, Shippensburg, Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this my Last Will and Testament, hereby revoking all
prior wills and codicils by me at any time heretofore made.
FIRST: I direct the payment of all my legal debts, funeral
expenses including my grave marker and all expenses of my last
illness, state, federal estate and inheritance taxes,
administration costs, etc., shall be paid from my residuary
estate and shall not be charged or apportioned to any other
legatee, donee, beneficiary or joining tenant as soon as may be
conveniently done following my decease leaving all specific
bequests free of tax to the legatee.
SECOND: I give and bequeath all my property, be it real,
mixed or personal, to my wife, Atha G. Jones.
THIRD: If my wife should predecease me or is not living on
the sixtieth (60) day following my death, I then direct that all
of my non-liquid assets not otherwise specifically bequeathed
under this my Last will and Testament be sold as soon as may be
convenient and practical, using sound legal and financial
judgment, and that the net proceeds from the sale of my non-
liquid assets and any liquid assets that I may own at the time of
my death, all of which constituting the rest and residue of my
estate, be distributed as follows:
a. I give and bequeath Twenty (20%) Percent of my said
estate to Memorial Lutheran Church, of Shippensburg, Cumberland
County, Pennsylvania;
b. I give and bequeath Ten (10%) Percent of my said
estate to Cleversburg united Methodist Church;
c. I give and bequeath Ten (10%) Percent of my said
estate to st. Augustine Memorial Lutheran Church of st.
Augustine, Florida;
d. I give and bequeath Ten (10%) Percent of my said
estate to Memorial Lutheran Church of Sebring, Florida;
e. I give and bequeath Five (5%) Percent of my said
estate to the Hospice Program of the Carlisle Hospital, Carlisle,
pennsylvania.
f. I give and bequeath Ten (10%) Percent of my said
estate to be divided equally among the Vigilant Hose Company, the
CUmberland valley Hose company No.2, and the West End Fire and
Rescue Company, all of Shippensburg, Pennsylvania.
g. I give and bequeath the rest and residue of my Estate
to Nicole Sarah Nehf and Samuel J. Nehf, in equal shares, share
and share alike, per stirpes.
FOURTH: If any of the beneficiaries under this my Last will
and Testament are minors, then in that event, I give, devise and
bequeath said minors share to Kevin Nehf and Robin Nehf, as
Trustees of my estate, to invest and reinvest the same during the
minority of the said child with the following powers in addition
to those currently given under law:
a. The power to use the income from the said minors share
for the support, health, maintenance and education of the said
minor.
b. The power to use the principal if the income should
prove insufficient for the support, health, maintenance and
education of the said minor.
c. The power to distribute to the said the then remaining
principal and income upon the attainment of the age of Eighteen
(18) years, upon a good and valid release without the necessity
of an adjudication.
FIFTH: I nominate and appoint my wife, Atha G. Jones, as
the Executrix of this my Last will and Testament. If she should
fail to serve or be unable to serve, then in either of those said
events, I nominate and appoint, Orrstown Bank, as the Executor of
this my Last Will and Testament.
SIXTH: I direct that neither my personal representative nor
Guardians shall be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, ROBERT J. JONES, to this my Last will
(-'l J fl.)
and Testament, set my hand and official seal, this _/~ day of
December, 1996.
R ctf-:. ...tg,:.=J CY\.l,~
Robert J. Jones
(SEAL)
'.
Sworn to and subscribed, declared and
published by Robert J. Jones, as
his Last will and Testament, and so
done in the presence of we the
witnesses, who sign at his request,
and in his presence, and in the
presence of each other.
~~~~- . ~~
/ ; /~ ;: /.
// /''-tt.-'"t.-~~ L.,C....C .(c,,..........._ ( _f: ...-{..:-!.-t...--l.--_
./
COMMONWEALTH OF PENNSYLVANIA:
:ss
COUNTY OF CUMBERLAND
I, Robert J. Jones, whose name is signed to the foregoing
instrument, having been duly qualified according to law, do
hereby acknowledge that I signed it willingly; and that I signed
it as my free and voluntary act for the purpose therein
expressed.
R~v~~
Robert J. ' nes
Sworn to and acknowledged, before me,
by Robert J. Jones, the Testator,
this nJ'.J day of December, 1996.
.(c~u./J.
Notary Public
NOTARIAL SEAL
DAWN MARIE SHOOP. NOTARY PUBLIC
Shippensburg, Cumberland County. PA
My Commission Expires February 5. 2000
,
COMMONWEALTH OF PENNSYLVANIA:
:SS
COUNTY OF CUMBERLAND
WE, H. Anthony Adams and Sharon Coleman Adams, the
witnesses whose names are signed to the foregoing instrument,
being duly qualified according to law, do depose and say that we
saw the Testator sign and execute the instrument as his Last will
and Testament; that he signed willingly and that he executed it
as his free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testator signed
the Will as witnesses, and that to the best of our knowledge and
the Testator was at the time at least eighteen (lB) or more years
of age and of sound mind and under no constraint or undue
influence.
. /7 /"
/ /: /
'_ (:1~~~
/
Sworn to and subscribed before me by,
H. Anthony Adams and Sharon Coleman Adams,
th~ witnesses, this )~~day of December, 1996.
.1
,
f', .
\iiLAl
Notary Public
NOTARIAL SEAL
DAWN MARIE SHOOP. NOTARY PUBLIC
Shippensburg, Cumberland County, PA
My Commission Expires February 5, 2000
JRD/June 30, 1992/17858
AUG 3 J 2007tIJ
In Re: Estate of Robert J. Jones
Late of Southampton Township
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-01-474
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Atha G. Jones
Counsel for Personal Representative: H. Anthony Adams Esq
Date of Grant of Original Letters: May 15, 2001
Date of Delinquency Notice: August 25, 2001
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk ofthe Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on August 13, 2001, and that the ten
(10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6( e)
the Court is hereby notified of such delinquency and the undersigned requests that a Court
conduct a hearing to determine whether sanctions should be imposed upon the delinquent
personal representative or counsel for the delinquent personal representative.
Date: September 4, 2001
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for ~ f1.Ja' ( at 9" 3 J In Courtroom No.3. If the
Certification of Notice is filed prior to the'hearing date, the hearing will automatically be
cancelled.
Geor
o)c( ~ q-lO-O\
STATUS REPORT UNDER RULE 6.12
; J
7' i'~. C:../.
Name of Decedent: ROBERT J. JONES
Date of Death: 12/4/98
Will No. 2001-00474
Admin. No. 2001-0-0474
Pursuant to Rule 6. 12 of the Supreme Court Orphans I
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1 . State whether administration of the estate IS complete:
Yes X No
2 . If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3 . If the answer to No. 1 is Yes, state the following:
a.
account with the Court?
Did the personal representative file a final
Yes No X
b . The separate Orphans I Court No. (if any) for
the personal representative I s account is:
c . Did the personal representative state an
account informally to the parties in interest? Yes X No
d . Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans I Court and may be attached to this report.
~~~
Sig ature
Date: 12/7/01
o
H. Anthony Adams
Name (Please type or print)
128 East King Street
Shiopensburg Pa 17257
Address
N
D-
o
-
.l
(717 ) - 532- 327
Tel. No.
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.
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(I.) =
Gu
Capacity:
Personal Representative
X
Counsel for personal
representative
/6-d-~-/o
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP 112-001
Recoroed
Register
of
'liills
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-26-2001
JONES
12-04-1998
21 01-0474
CUMBERLAND
101
ROBERT
J
H ANTHONY ADAMS
STE A
128 EKING ST
SHIPPENSBURG
.01 NOV 30 P 3 :21
Allount Rellitted
Clerk-:~:; Court
PA IDUmberland Co., PA
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 ~
R"EV=is'4-j-Ex-AFP-li'2-':olir-NoTicE--oF-YNHEiiiTANCE-YAX-A-PPRAisEMENT-,--ALi-oWANCE-oi------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JONES ROBERT J FILE NO. 21 01-0474 ACN 101 DATE 11-26-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. MortgageslNotes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
2,774.00
.00
.00
.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
2,774.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
lll)
(12)
(13)
(14)
00
2,774.00
.00
2,774.00
I~ an assessment was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
2,774.00 X 00 =
.00 X 06 =
.00 X 00 =
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
& REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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CERTIFIED MAIL RECEIPT
(Domestic Mail Only; No Insurance Coverage Provided)
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Postage $
Certified Fee
Postmark
Return Receipt Fee Here
(Endorsement Required)
Restricted Delivery Fee
(Endorsement Required)
Total Postage & Fees $ L
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