HomeMy WebLinkAbout95-00514
No. 21-95-514
Estate of
Mlner.va Gr.ace Goshor.n
I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW July 10, 19-2.L, In consideration or the petition on
the reverse side hereor, satlsractory proor having been presented berore me,
IT IS DECREED thatlhe Instrumenl(s) dRied Feb. 19. 1993
described therein be admitted to pro bale and filed or record as the IRst will or
Miner.va Gr.ace Goshor.n
Testamentar.y
DennlR R.Goehor.n and Janet L. Hoopla
and Lelters
are hereby granted to
')nCVLl;J Q.. ~LLL;. f'L (J.8~r:\
Kealner or W II
FEES
Probate, Letters, Etc. ......... $ 60. 00
Short Cerllncates( 4) ...... . . .. $ 12. 00
Renunciation ................ $
extr.a pages $ 6.00
JCP TOTAL _ $ B~: 88
Flied ....... .J.qly,. 3.Q,. .J.~9.!l........
Huber.t X.Gllr.oy, Esq.
A1TORNEY (Sup. Co. 1.0. No.)
4 N. Hanover. st.
Car.llsle.Pa. 17013
ADDRESS
243-4574
PHONE
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W ILL
I, MINERVA GRACE GOSHORN, of 34 East street, Mt. Holly Springs,
Cumberland County, Pennsylvania, declare this to be my last will
and revoke any will previously made by me.
ITEM ONEt I direct that all my debts and funeral expenses,
including my gravemarker shall be paid from my residuary estate
as soon as practicable after my decease as a part of the
expense of the administration of my estate.
ITEM 'rwOI I direct that my estate be distributed as followsl
A. I hereby devise a life estate in real estate which I own at
34 East Street, Mt. Holly Springs, Cumberland County,
Pennsylvania, consisting of a lot 75 feet by 116 feet to my
granddaughter, Theresa K. Nelson. During the time Theresa K.
Nelson shall occupy the premises and make claim to this life
estate, she shall maintain the property in good repair and shall
be responsible for all taxes, assessments, insurance, and other
bills pertaining the maintaince and upkeep of the said real
estate. I hereby devise the remainder interest in said life
estate for the mentioned real estate to my grandson Randy Lee
Goshorn.
B. I hereby give my secretary desk to my daughter Lovetta F.
Hopple.
C. I hereby devise the two cementary lots which I own at the
Mechanicsburg Cemetary Association to Max W. Goshorn and Francis
R. Goshorn.
D. I direct that the rest, residue, and remainder of my estate
be distributed as follows:
1.
County.
10% to the Cross Keys Methodist Church in Juniata
2.
Goshorn,
Hopple.
ITEM THREEI I appoint Dennis R. Goshorn and Janet L. Hopple as
Co-executors of this my last will.
90% distributed equally between my children Harry E.
Dennis R. Goshorn, Janet L. Hopple, and Lovetta F.
ITEM FOURI All estate, inheritance, succession and other taxes,
imposed or payable by reason of my death, and interest and
penalties thereon, with respect to all property comprising my
gross estate for tax purposes, whether or not such property
m~ $A~J'~
Page One of Three
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-"':~~~.'O-~'~~'-:T'V''''''\''':_~,1":;~;,.,,:,,,,:.
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--
,
passes under this will, shall be paid out of the principal of my
residuary estate, without apportionment or right of
reimbursement.
ITEM FIVE: I direct that my personal representative or guardian
shall not be required to give bond for the faithful performance
of their duties in any jurisdiction.
ITEM SIX: In addition to the rights and powers given to the
fiduciaries by law or elsewhere in this will, I give to my
Executor during the full time necessary and for the
administration of my estate the fOllowing rights and powers to
be exercised in his sole discretion.
A. To retain any real or personal property which may at any
time form a part of my estate so long as he or she deems it
advisable.
B. To invest in any real or personal property without
restrictions as to legal investments.
C. To repair, alter, improve or lease for any period of time
any real or personal property and to give options for leases.
D. To sell at public or private sale, for cash or credit, with
or without security, to exchange or to partition real or
personal property, and to give options for leases.
E. To make distribution in kind.
F. To compromise claims.
IN WITNESS WHEREOF, I
-::re.brlA.-o...rr 1993.
have hereunto set my hand this I r day of
SIGNED If~~~ ~/~P
'Jot CE SHO N
The preceding instrument, consisting of this and two other
typewritten pages each identified by the signature of the
Testatrix was on the day and date thereof signed, published and
declared by the Testatrix therein named as and for her last
will, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our
names.
Page Two of Three
-
'.
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
We OX, v\,. lW"' ~ ad UtOo.{
witnesses whose names are signed to the attached or foregoing
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 she signed willingly and
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 the time 18 or more
years of age, of sound mind and under no constraint or undpe
influence.
and ',B (" 'DC; C T
(.\!'-ljo.) (oIUoll""~
U'<'^--
Sworn and subscribed to
or!'
before me this II day
of fibrv..A "j I 1993.
~L-d --A ~
Notary publ c
HOT ARIAL SEAL
I<ARfN F. BYERS. NOTARY PURtlC
BORO OF CARLISLE. CUMBERLANO CO~TY
MY CU"''''IS910~ EXPIRES MARCH 18. 1m
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I
I SS
.
.
I, MINERVA GRACE GORHORN, whose name is signed to the attached
instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the 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 expressed.
swor1* llnd affirmed to and
of l~brIil4"r I 1993.
~'~~~L) -::7. -4</Cc.a
~ry Public #
~ ~~t:?i~{,?It.A~
f.J.h
acknowledged before me this / day
NOrARIAL SEAL
I<ARfN F. BYERS, NOTARY PURLlC
~RO OF CARLISLE, CUMBERlAND CO~TY
Y CO"''''IS9IO~ EXPlRfS MARCH 18. 1995
Page Three of Three
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COMMONWEAl "HNSYLVANIA
DEPARtMENt OF REVENUE
BUREAU Of INDIVIDUAL 'AXES
DEPI. leOnl
IlAARlSBURG, PA 11121.0601
-
FILE NO.21 95-0514
ACN 95144408
DATE 09-07-95
TYPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
!Xl CERTXF.
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
tn.IU'1I II. H.'"
EST. OF MINERVA G GOSHORN
S.S, NO. 172-24-7668
DATE OF DEATH 04-25-95
COUNTY CUMBERLAND
RANDY L GOSHORN
34 EAST ST
MT HOLLY SPRINGS PA 17065
REHIT PAVHENT AND FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
PNC BANK hn provided the Dlpa,t..nt with thl Inforlatlon lhtad balow which hn bun uud In ulculaUnll thl
potantla. t.~ due. Thllr ,Icord. Indlcat. that at thl d..th of thl aboy, dlcadant, you ..ar. I Joint own,r/banaflcl.ry of thl, account.
If yeh.! f.el this tnfor..Ua" is Incorr.ct, pl.... obt,ln wdtten carr.cUon fro. thl financial In.tltutlon. attach' copy to this for.
..,rt ,.,t,,"n It t" thl .ho,'. "cltl,."... Thh accnunt Is tlll"ble In accordance wllh thl Inheritance In l.... of thl CO.HnWeelth of PeMs~lvenle.
Duestlons ..y be anlw.r.d by c.lllng e7171 187p81Z1.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 410055293 Doh 06-11-85
E.tablhh.d
Account aalance
Parc.nt TaMable
AMount Subjact to
Tax Rata
Potential Tax Du.
To Inlur. prop.r cr.dit to ~our account, two
III copl.. of thll notic. .,.t acco.pen~ your
Plly..nt to th. RllaSshr of Willi. "Ilk. check
p'Yllbl. tal "R.gI.t.r of Wills, Aallnt".
PART
IT]
3.091.13
50.000
1.545.57
.15
231. 84
TAXPAYER RESPONSE
FAILURI! TO RESPOND WILL RI!SULTIN AN OFFICIAL TAX ASSESSHEHT BASI!D ON THIS HOTICE
K
HOlE I If tax pII.,..nts ar. .lIde within thre.
III .onths of the d.cedent'. det. of death,
you .ay deduct a 5X discount of tha talC due,
Any Inh.rltanc. t.1C du. will beco.e delinquent
nine 191 .onths .fhr the dah of duth.
To.
K
[CHECK ]
ONE
BLOCK
ONLY
A, ~ Th. above Infor.atlon end tlllC due I. correct.
1. Vou .a~ choose to reelt pIIV.*"t to the Realster of Will. with two cop I.. of thl. notice to obtain
a discount or avoid Int.r.st, or vou .av ch.ck box "A" and return thl. notice to the Real.ter of
Will. and an offlcllll ..s.....nt will be Issued by the PA D.part..nt of R.venull,
a, c:J The above a.set has be.n or will bll r.ported and talC paid with the Pennsylvanle Inherlt.nce TIIIC return
to be filed by the declldent'. tepre..ntllltlve, ( ,_
C. 0 The above Infor..Uon IJ--,l,ncorrect Md/o~eb" and deduction. wllre Pllld b~ you.
You eu.t coeplata PART L!J and/or PARI ~ below,
PART
~
If you Indlcata a diffarent tax rata, pl.... ,tat. your
relationship to decadantl
OFFICIAL. USE ONLY 0 AAF
PA DEPARTM~NJ OF REVENUE
Tf'V "~ ,u)1NT/TIlI)'lT l\CCOII~'T!I
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS
PM'
1
2
3
4
5
6
1
8
CLAIMED
,.--.........-.., ,--...-........----
....v "~"'IUU.1 MPUTJt._T:tO~
LINE 1, O.ta e.t.bli.had
2, Account Oal.nca
5. Parc.nt T.Mabla
4, Aaount Subjact to Tax
S. Oabt. and Oaduction,
6, A.ount Taxabla
7. Tax Rata
8, Tax Dua
0"
1
2
3 K
4
5
b
7 K
I
DESCRIPTION
AMOUNT PAID
PAYEE
\
.
\
TOTAL (Entar on Lin. 5 of Tax Conputatlor.)
Undar panaltlas of p.rju~~, I declara that the
conplat. to the ba.t of .y knowl.dga and ballaf.
~~XP~IG~AT~E~
f.ct, I hava raport.d abova ara tru., corract
HOME <7 J7 ) ? 7 6 - If 0 J tJ
WORK (717) 7- ~ $' - 3tJ t.f CJ
TELEPHONE NUMBER
ond
I
.,I
,
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHEHT with appllubla Intat"1 b...d on Infur....on
IUballttad by the 'Inancla' Institution.
Z. Inherlt~c. tlx bleD'" delinquent nine aonthl .'t,r thl dlcad.nt', dlt, of d..th,
J. , Joint aCCOW'It h 'aMIabI, ."'." though the dlcldant', n,.. If" ~ '1 . ..tt.r of convenl..,c..
4, Accountl (InclUding tho.. held b.tveen husband and wl'.J which the dlcad."t put In Joint n.... within O~ .....r prior to
d..th .r. ful1v ta.abla .1 Iran".".
5. Account. ..t,blt.hld Jalntlv b.t....n hu.b~ and wi'. lor. than no. weer prior to d.ath .r. not tlMabla,
6. Account. held bv . dlcld'nt "In trUlt 'or" another or ather. .r. t...... full....
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. BLOCK' ~ I' the Infor.atlon end co~t.tlon In the notle. .r. corrlet ~ deduction, .r. not bllng cllt"d, pl.c. ~ "M"
In block "A" of P.rt 1 0' the "T'lIp,~,,, Rllponu" "cUon. Sign two coplll INNI .~Jt th.. with you,. ch.ck '0,. the INIOWlt 0'
t.. to the RI,I.t.,. 0' Willi of the county Indlc.t.d. Th. PA Depe,.t-.nt 0' R.~.nu. will I.,ue en o"lcl.1 .......ent
CFor. REY-IS4I EX) upon nulpt 0' the ntu"n f,.ol the R.,hte,. 0' WUh.
Z. BLOCK I - I' the ....t ,p.cl'l.d on thl. notlc. h.. b.en or will be ,..port.d end t.. P.ld with the P.nn'Yl~enl. Inherltlncl
T.. R.tu,.n '11.d b~ the d.c.dent', r.p,....nt.tl~., pllc, en "X" In block "I" 0' Plrt I 0' the "Tlllp.y.,. R..pon.." ..ctlon. SJgn on.
copy and ,..turn to the PA Dlp.,.t..nt of RI~'nu., .ur.~ 0' Indl~ldu.1 Till", D.pt 2'0601, H.rrl.bu,." PA 17121.0601 In the
.n".lop. p"ovlded.
5. ILOCK C - I' the notlc. In'o,.,.tlon I, Incorr.ct and/o,. d.dUctlonl '1'1 b.ln, cl.I..d, ch.ck block "C" Ind cOIpI... P.rt. 2 end 5
.ccordln, to the In,,,.uctJon. b.loN. Sign two cop II, end .ub.lt t~ with "nul" chick for t~ I.~t 0' t.. p'~ebll to tn. AIII.tl,.
of NIIls a' the count~ Indlclt.d. Thl PA DIP.rtlent of Rlv.nue will I.rue en o'flcl.1 .......ent CFo,.. REY-1541 EX) upon ,..CIJpt
of .hl nturn ',.Oft the Alllht.,. 0' Wllh.
TAX RETURN - PART 2
- TAX COMPUTATION
L1".
I. Ent.,. the d.l. the ICCount orJgln.lly w.. ..Ilbll.hld or tltl.d In Ihe lenn.,. ..I.tln, .t date 0' d..th.
HOTEl Fo,.. d'cadant d~ln, ,'t.,. 12/12/'21 Accounts which the dac.dent put In Joint ".... within ani (I) y..,. 0' d..th .,..
t'II~I. fully.. trln.',,,,, How.v.,., th.,.. I, In IlIclu.lon not to 'lIc..d 'S,OOO p.,. tren.',,,,, ,..,.,.dl... 0' the "llue 0'
the 'CCDUf'lt 0" the nu.b.,. of .eeounta hlld.
If I double I.t.,.l.k CM.) 'PP'I,., b.fo,.. your fl,..t n... In the .dd,.... po,.tlon of thl. not Ie., the 'S,OOO 'lIclu.lon
.1,..1d~ h.. bien dlduct.d '1'01 the .ceount b.lenc. .. "Ipo,.t.d by the flnlnclal In.tltutlon.
2. Ent.,. the tate I b.lenc. of the 'CCOU1t Induetlna Inte,...t ,cc,.u.d to the d.t. of dnth.
5. ThI p.rcent 0' the .ccount th.t I. tl.lbl. fa,. .Ich ,u""I~or I, d.t''''ln.d .. 'allow',
A. ThI p.rclnt t...bl. fa,. Joint ....ta ..tlblhhed IOn th." OM y..,. p,.lo,. to the d.cld."t', duthl
.
I DIYlDED IV TOTAL NUttIER OF
JOINT OWNERS
E.llplll A JoInt ....t ,..,llt'''ld
DIYIDED IV TOTAL HUtfIE:R OF' X 100 . PERCENT TAXAlLE
SURVIYING .JOINT OWNERS
In the n... 0' tha d.e.c.nt end two oth.,. p.r.on..
1 DIVIDED IV S CJOINT OWNERS) DIYIDED IV 2 (SURVIVORS) . .167 X 100 . 16.7X CTAMAILE FOR EACH SURVIYDq)
I. The p."cant t...bl. '0,. ....t. c"l.tad within on. y..,. of the d.c.dent', de.th ar .ecounts own.d by the d.c.dent but hald
In trust for InGth.,. lndlvldu.l(.1 (tru.t ben'flel.rl..11
I DIYIDED IV TOTAL NUMIER OF SURVIYING JOINT
OWNERS OR TRUST BENEFICIARIES
EIII.pl'l Joint .eeount reDI.t.r.d In the n... of the dlc.d.nt end two oth.,. p.r.on. and .stlbll'h.d within one y..,. 0' d..lh by
Ih. d.cld.nt.
1 DIVIDED IV 2 (SURVIVORS) . .50 X 1D0 . SOX (TAMAILE FOR EACH SURVIVOR)
X 100 . PERCENT TAMAILE
~. The .eount lubJlot to t.. (1In. 4) I. det'''.ln.d b~ IUltlply'n, the account bltene. Clln. 2) b~ the p.rc.nt t.webl. (lJn. 5).
S. Ent.,. the tatll of thl d.bt, end d.ductlon. ll.t.d In Pert 5.
6. T". ..ount t.lI.bl. (lIn. 6) h d,,,,..ln.d by "lbt,..ctlrq the d_hh pnd ".rtl'~IIl)"" (tl.,. ", I,.". tht ,pony"t luDj.M.1 . f1h~
7. Ent.,. the epprop,.lat. te. 1'.1. Clln. 1) .. d.tl,..lned b.low.
A. Fa,. det.. of d..th occurring e't.,. 6/50/'4, the tlX ,.et.. fa,. t,.an.fer. to 'POU'I. '1" .. follow'l
1. Dlt.. of d..th on 0,. .ft.,. 7/1/'~ end b.fo,.. 1/1/95 the r.t. I. 5X.
Z. D.t'l of d.ath on 0,. .ft.,. 1/1/9S tren.f.r. to 'POU'I. will b. t.lled .t O~ t.. ret..
Hot.1 Fa,. d.t.. of dl.th p,.lo,. to 7/1/94 t,.an.f.,.. to 'pou.e, e,.. t'lIabl. .t 6X.
I. T,.en.f.r. to lIn..1 dUClndentl Indueling fuh.,., .ath.r, .on, daughter, IIrendc.hlldren, .on-In-l...,
deught.,.-Jn.l.w, .t.pchlld end th.lr I..u. .,.. tlxabl. .t ,I. p'''cant C6XI.
C. Tren.f.,., to .11 oth.,.. Ineludlnll b,.oth.,., .I.t.,., unci., aunt, n.ph.w end nl.e. '1', t'IIBbI. .t flft.." p,,,cent (15X).
D. If YOU Chang. the ts. r.te, pl.... .p'olf~ your r.l.tlon.hlp to the d.c.d.nt In the .re. p,.ovld.d.
.. The ..ount a' tlX due Cline .) II d.ter.lned b~ aultlplyl", thl eaount tlxlbl. (line 6) b~ the t.x ,..t, (lln. 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowlbl. d.bt, end deductIon. Ira d.tlrelned .. follow.,
\0
c"
"-
~~"Icl.nt
A. You l,g.ll~ .,.. r"pon.lbl. far Ply..nt, 0,. the ..t.t. .ubJ.ct to .delnl.tr.tlon b1 . p.,.,on.1 r'p,...ant.tlv. J.
to PI~ the d.duotlbl. It....
I. Vou .ctu.llY peld the debt. .ft.r d..th 0' the decedent end cen 'urnl.h p,.oof of ply,,"t.
C. D.bt. b.lng clel..d lU.t b. It..I..d 'ully In Plrt S. I' 'ddltlonel .pee. I. ne.ded, u.. pl. In pepa,. . 1/2" II II~ Proof of
p,y'ant ..y ba r.que.t.d b~ the PA D.p.,.t.."t 0' Rlv,nue.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE ~
OR CALL THE BUREAU OF INDIVIOUAL'TAXES. TAXPAYER INQUIRY UNIT IN ~
HARRISBURG AT (717).787-8327. TOO' (717) 772-2252 (HEARING IMPAIRED ON~
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ACN
1:'1 ASSESSMENT I'l'
RECEIVED fROM' II CONTROL ~
NUMBER
Cs..~R..
....~
AMOUNT
101
.1,"be.b~
GILROY HUBERT )(
4 N HANOVER STREET
CARLISLE, PA 17013
ES1"lE INfOR/M110N'
B fiLE NUMBER
el_199~-0~14
eI N"ME Of OECEDENl lLASTI
5a GOSHORN MINERVA
~ O"lE Of p"YMENl
Iii 01/ee/9b
9 POS1M"RK OATE
COUNTY
SSN
IflRSTI
GRACE
17e-e4-7bbB
IMII
m TOTAL AMOUNT PAID
.l,4be.b3
DO
CUMBERLAND
OAlE Of OE"TH
04/e~/9~
REMARKS DENNIS R GOSHORN ETAL
CIO HUBERT )( GILROY ESQ
SEAL
REGISTER OF WILLS
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REV,Il00 EX. (1.9'1
'*
1.5-Lj3-Co
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
f-
'01 DAm 0' DI...1H AfT.. 12/31191 CHICKHIRI
.. A sPOUI." 0
POVIITT CIIDn IS CLAIMSD
JILl HUMIII
21
COMMONwrALrM 0' 'I!:NNIonVANIA
OIPAUMINT 'is A,VINUI
HAARlliJ(b. ~A 19121.0601
H AN- l.A . I I,AN ...1 ~ ..... IAL1
MINERVA GRACE GOSHORN
I
U l'tUU
.
PAll O. DEA1H
..
172-24-7668
4/25/95
jIIA,lUCoUlIl 'UIVMHO "ou,n kUo' ....Il,I,U''''''''IIO'CIOl.I '''II~U
95
0514
NUMBER
COUNIY CODE
HAR
No
.
34 East Street
Mt. Holly Springs,
eo...
AMOUNT UClIVID Ii N
PA 17065
DATI! or 11" H
9/5/11
l"'~ t ulun HUM'I'JI
03,
05,
Remalnd., R"urn
(f., deto..' d..lh prl.r I. 12,13.B21
f.d.role,fata TOIII R"""n R.qulred
C 2, 5uppl.....tol R.t"n
~ !U 1. Original R.turn
~!5" o 4. lImh.d Eltet.
ol! 1::1 6. Doc.d.nt DI.d T ..t.t.
(A".ch ..py .1 WillI
R ~. t:1J I
~t! NAM
:i~ HUBERT X. GlI.ROY, ESQUIRE
82 UNo
243 4574
I !
j '"
i ~
'I E
'I ld
I '"
I
:1
Ii
I
.'
11
ji
"
,I
l'
,
i!i
e
ie
..
IS
~
>-
o .ca. 'utur. Inll,tal CompromIse
(lar d.t.. .f doo.h .h.. 12.12.021
o 7. Ou.dan' Maintained a Uvlng TN,'
IA".ch c.py .f TMI)
AJ: INFORMAnOIUlfCl UllloII,
OM'~ MAILING AOQIlIU
BROUJOS, GILROY & HOUSTON
4 NORTH HANOVER, STREET
CARLISLE PA 17013
18,000.00
1. Rool ell." (5thodul. AI
2, 5,.tln .nd Oo.d.(5chod,lo 81
3. O..oIy H.ld S,.ddP.rt..nhip I.",,"t (Sched,t. q
4. MortO.O" and N.1I1 R...Iv.bl. (5ch.dul. DI
~. Caah, Bon~ O.poII'. & Mllc.lIan,oul P.rsonol Propeny
ISch.dul. E)
6. J.lntly Owned Pr.perty (Schedul. F)
7. Tr.n.I." (5ch.dul. G) (Sched,l. l)
8. TOlal Oro" A....ta (totol L1n.. 1.n
9. Fun.ral bp.n..., AdmlnlJtratlv. Co,ts, Mlsc.llan.oua
!ap.n... ISchodul. H)
10. D,bu, Mongog. Liabiliti.., U.n. (5th.dul. I)
11. T.t.' Oed,dla.. (1.1.1 Un.. 9 & 10)
12, Nor Volu. of ell.t. (Lin. 8 m;nulll.. 111
13, Cll.rltobl. .nd G.........,.I e.qu.IIl(Sch.dul. J)
14. N.t Volue Sub.et to To. line 12 mlnu. line 13)
15. Sp.u..1 lr...Io" (lar d.t.. .f d..,h ah.. 6.30.941
S.. Int1ruC1ion. for Ar.pllcabl. Percentage on R.v.,.,
Sid.. (Indude volu.. rom 5th.dul. K or Schedul. M.)
10. Amounl of lIn. I" to.abl. 01 6% rol.
(Indud. ..Iu.. f,.m Sch.dul. K or 5ched,l. M.)
17. Amount of Lint 14 laxabl. at 15% ,or.
(Includ. ..".. "'.m Sch.dul. K .r 5ch.dul. M,I
18. Prindpallalil. due (Add tOlil. from Un.. 15, 16 and 17.)
19. C,.dlu Sp;)ulol Pover'y Credit Prior Paym.ntl
_ 8. Tolol Number 0' sore O'pollt aons
'TOi.~I..l'" 'I;~.:" ..' ..'..' TI\"".'
(I)
12 )
(3 )
14 )
15) --Z.Z2J..l.O
1,500.00
161
(7)
(01 .J.6.7~'l 70
+ +
20 If L1.. 191. gtR.'" Ih.n lIn. 10. .nllr lho dlff...n.. an lIn. 20, ThI.11 .h. OVERPAYMINT.
1'10
21. If Une 18" great.r than lIn. 10, .n'" th. diff.r.n'. on Une 21. This Is Ih. TAX DUI.
A. Enter th.lnt.rut on th. balanc. due on Un. 21A.
8, en", rh. l.r.I.1 Lin. 21 .nd 21A en line 218, Thh I. th.IALANCE DUI.
M.b Ch.ck Pa obI. tOI 1..I.t" of Will" A .m
'''.!. .' ,.'.....~.'I:' , 8IlSURU~.ANS\\Wl.'AUiQUlmON. ON REVERSI!5IDl-A D'TO tCHliC!K MA1:lt'\'.: "..t ,.;...~~
Under p.noltle. of p.rlury. I declar. that low, uomlnad thlt return. Indudlng actCImpon.,ing u:h.dul.. and nat.m."... and to th. bell af my Mnowl.dg. ond b.li.f
., ir I, rru.. co'r.d and comple,e. I dtdar. that all r~1 ellal. hot b..n "pon.d ar "". morket valu.. DKlararlcn of prtpor.r other Ihan ,h, p.nonol rapr."nlotlv. j.
battd on olll"'ormollon of which rt or.r hal any know led t.
" "~H N I 'llING aew A.DQllli 0"'11 I J.J...:L.. / tf G.-
'.0"" :" i/~2./_~
19)
(to)
1,126.00
800.04
111)
(12)
(131
(14
1,926.04
24,827.16
. . .
450.00
24.377.16
(151
(16)
(171
X._-
)( ,06.
1,462.63
lC ,15 .
(18)
1,462.63
Dhcount
Intere"
(19)
(20)
Ch"'ll'll he-H" If you un. 'equ~shnt'J CI rrluntl nf your overrnym~nl. ,
1,462.63._..
(21)
(21A)
(2101
,.
lfV.UOIlh IJ.t7l
*'
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PI.DI. Print Dr l' .
FILE MBER
21 95 0514
COMMONWIAlf" JtjINNIYlYANIA
INHIIftAHCI " lnulH
"_ DINT
o
MINERVA GRACE GOSHORN
CA. -'" ....'Ii ...... _ .... ",hl eI s..v....... mus' ... ........... ... SchH.... PI
ITEM
NUMBER
DESCRIPTION
VAWE AT
DATE OF DEATH
1.
PNG Account - Account 0 5140184959
$ 7,103.20
2.
Secretory's Desk
.. $
50.00
100.00
3.
Two cementary lots
$
S 7,253.20
IAttoch addltlonallHi" JC 11- ,heet..,"'On .pocel. need.d.)
.._-""~_.:~_. ", '.._'_~.".._-,~._._-...,.---'~
a.v.uot... 112.11I
..
COMMONWEAUH Of PENNSYLVANIA
INHEIITAHCE 'fAX InUIN
UIIDEN'f DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE Of
MINERVA GRACE GOSHORN
Joln",nan'(.).
FILE NUMBER
21 95 0514
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
58 Subdivision Rosd
Newville, PA 17241
Grandson
Rondy Goshorn
B.
C.
Jolntly-awn,d ptOporty.
ITEM LmER DATE
NUMB!I fOR MADE DESCRIPTION Of PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE Of
JOINT Of ASSET '"'INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 1990 CD - PNC Bonk $3,000.00 50% $1,500.00
TOTAL (Aho 'nl.. on IIn, 6, R"opllulollonl 5 1 .nn. nn
(I' more 'pace ;, n..clecl inlert additional Ihe," of .am, I;ze)
,
I,
l..
Illv.UU ll+ 111'1
,.
'l!.ti~
If'. ,
->
COMIoIONW(AlHt Ot "NI~nIVAN.A
IHHIIIIANCI 'AX IlnUIlN
illS/DIN' DICI,!)IHr
SCHEDULE J
BENEFICIARIES
ESTATE OF
MINERVA GRACE GOSHORN
ITEM
NUMBER
2.
4.
5.
6.
7.
ITEM
NUMBER
1.
FILE NUMBER
21 95 0514
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Taxable Oeque.h:
1.
Theresa K. Nelson
34 East Street
Mt. Holly Springs, PA 17065
Granddsughte
$1 8,000.00
Lovetta F. Hopple
12 E. Locust Streot
Mechanicsburg, PA 17055
Daughter
Secretary Desk
3.
Max and Francis Goshorn
32 East Street
Mt. Holly Springs, PA 17065
2 Cemetary Lota
Harry E. Goshorn
36 East Street
Mt. Holly Springs, PA 17065
Dennis T. Goshorn
R.D. 2, Box 100-28
NeWVille, PA 17241
Janet L. Hopple
30 East Street
Mt. Holly Springs, PA 17065
Lovetta F. Hopple
12 E. Locuat Street
Mechanicsburg. PA 17055
Son
22.5% of remainder
Son
22.5% of remaindor
Daughter
22.5% of remainder
Doughter
22.5% of remainder
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charllable and Governmental Beque.h:
Cross Keys Methodist Church
Box 145
East Woterford, PA 17021
10% of remainder
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAllo enle, on line 13, Recopllulollon) S
(II more 'pac. I, ne.ded, In,.rt addltlonol .heet. of lam. tll.)
---
.
'HILL
I, MINERVA GRACE GOSHORN, of 34 East street, Mt. Holly Springs,
Cumberland County, Pennsylvania, declare this to be my last will
and revoke any will previously made by me.
ITEM ONE: I direct that all my debts and funeral expenses,
including my gravemarker shall be paid from my residuary estate
as soon as practicable after my decease as a part of the
expense of the administration of my estate.
ITEM TWO: I direct that my estate be distributed as follows:
A. I hereby devise a life estate in real estate which I own at
34 East Street, Mt. Holly Springs, Cumberland County,
Pennsylvania, consisting of a lot 75 feet by 116 feet to my
granddaughter, Theresa K. Nelson. During the time Theresa K.
Nelson shall occupy the premises and make claim to this life
estate, she shall maintain the property in good repair and shall
be responsible for all taxes, assessments, insurance, and other
bills pertaining the maintaince and upkeep of the said real
estate. I hereby devise the remainder interest in said life
estate for the mentioned real estate to my grandson Randy Lee
Goshorn.
B. I hereby give my secretary desk to my daughter Lovetta F.
Hopple.
C. I hereby devise the two cementary lots which I own at the
Mechanicsburg Cemetary Association to Max W. Goshorn and Francis
R. Goshorn.
D. I direct that the rest, residue, and remainder of my estate
be distributed as follows:
1.
County.
10% to the Cross Keys Methodist Church in Juniata
2.
Goshorn,
Hopple.
90% distributed equally between my children Harry E.
Dennis R. Goshorn, Janet L. Hopple, and Lovetta F.
ITEM THREE: I appoint Dennis R. Goshorn and Janet L. Hopple as
Co-executors of this my last will.
ITEM FOUR: All estate, inheritance, succession and other taxes,
imposed or payable by reason of my death, and interest and
penalties thereon, with respect to all property comprising my
gross estate for tax purposes, whether or not such property
m ~~ $A~ J' ~I/ht.
Page One of Three
.
passes under this will, eha11 be paid out of the principal of my
residuary estate, without apportionment or right of
reimbursement.
ITEM FIVEI I direct that my psrsonal representative or guardian
shall not be required to give bond for the faithful performance
of their duties in any jurisdiction.
ITEM SIXI In addition to the rights and powers given to the
fiduciaries by law or elsewhere in this will, I give to my
Executor during the full time necessary and for the
administration of my estate the following rights and powers to
be exercised in his sole discretion.
A. To retain any real or personal property which may at any
time form a part of my estate so long as he or she deems it
advisable.
B. To invest in any real or personal property without
restrictions as to legal investments.
c. To repair, alter, improve or lease for any period of time
any real or personal property and to give options for leases.
D. To sell at public or private sale, for cash or credit, with
or without security, to. exchange or to partition real or
personal property, and to give options for leases.
E. To make distribution in kind.
F. To compromise claims.
IN WITNESS WHEREOF, I have
"Te-br,^-()...('y 1993.
hereunto set my hand this I r day of
SIGNED 4/1 r~ 14.m 91 ./~.P .f~
~~NERVA~RhCE ~ORN
The preceding instrument, consisting of this and two other
typewritten pages each identified by the signature of the
Testatrix was on the day and date thereof signed, published and
declared by the Testatrix therein named as and for her last
will, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our
names.
Page Two of Three
,".~:-,n'_,_," '':"'.'" '~______,_'___.~_*"'"
-- -. .- -.........- .. ' -
I-~I~'~'~ ~~~~-.~~.-~-----,-------~----------------~
D'" , . "AA '082569. COMMONWEALTH OF PENNSYLVANIA '*
NO: . " " : I DIPARTMENT OP .IVENUI
i t'~'I~11l ~~., '. ,,"OPPICIAL RECEln. PENNSYLVANIA INHERITANCE AND ESTATE TAX ", ", . '
RECEIVED FROM,
&
ACN
ASSESSMENT r:w
CONTROL ...
NUMBER
AMOUNT
GILROY HUBERT )(
It N HANOVER STREET
.,0144409
.e~I.1!l4
CARLISLE, PA 17013
ESTATE INfORMATION,
!II IlE NUMBER
~ el-199:5-0:514
!II NAME Of DECEDENT (lAST)
~ GOSHORN MINERVA
II DATE OF PAYMENT
EJ POSTMARK DATE
COUNTY
SSN
IflRST)
GRACE
17e-e4-7669
(Mil
CUMBERLAND
OATE OF OEATH
REMARKS
m TOTAL AMOUNT PAID
se31.94
SK
SEAL
DENNIS R GOSHORN
C/O HUBERT )( GILROY
CHECK" NONE
REGISTER OF WILLS
, .G::-_-.-':--:-_'-r-:'~ --- -,~.-------,-:"7 -:"':' - -~ ~~~-~-- - - - - - -- -- - ----:--r~;:--- -i'7;"""
"':
.')
,
;
I
"
" '
.
,
" '
.:
......., '-- .-.
. ... ~ --.-' --- ..._-..
-:~-
,.......---....t::..1
-..,.,..-
-- ,.
--.:--
, ,
. .
... .' ~ .... + ~..
/ j . 1//).- &~,
)
\ REV-1547 EX AFP (12.951*
CO~AlTH Of PENNSYLVANIA
DEPARTHENT Of REVENUE
aUAEAU Of INDIYIDUAl TAXES
Dt:PT. 210601
tlAR1USlURG, Pi 11UI-0601
ACN 101
NOTICE Of INIIERITANCE TAX
APPRAISEMENT. ALLOWANCE OR OISALLOWANCE
Of DEDUCTIONS AND ASSESSMENT Of TAX
DATE 04-22-96
FILE NO.
04-25-95 COUNTY CUMBERLAND
HOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT. SUBMIT TNE UPPER PORTION Of TNIS fORM WITN YOUR TAX
PAYMENT TD THE REOISTER Df WILLS. MAKE CHECK PAYABLE TO "REOISTER Of WILLS. AOENT"
REMIT PAVMENT TOI
HUBERT X GILROY
BROUJOS ETAL
4 N HANOVER ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
A.aunt R..ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiv:iiif;7-iif-AiiP-nz:9sT"iiiifiCE--oj:-YH'Hiiiifiiiici-YAx-iiPiiiiiiisiiiiiir;.ALt'OWA'NCi.oJi.....--------.---
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF GOSHORN MINERVA G FILE NO. 21 95-0514 ACN 101 DAT! 04-22-96
TAX RETURN WAS. I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Root E.toto ISchodulo A) II)
2. stock. IInd BondI (Schedule I) (2)
S. CIDa.ly Held stock/Partner.hip Inter..t (Schedule C) (51
it. Hortg.ga./Not.. Receivable cschedul. 01 (It)
S. C..h/Bank Oapollta'Hllc. Parlon.l Property (Schedull E) (5)
6. Jointly Ownod P.opo.ty ISchoduto fl 161
7. Tran.fara (Schedule 0) (7)
8. Total A...t,
I CHAHOED
18.000,00
.00
,DO
,DO
7.253.20
1.500.00
.00
III
26.753.20
APPROVED DEDUCTIONS AND EXEHPTIONSI
1.126.00
9. Funaral E.p.n.../A~. COlta/HiIC. EMpan..' (Schedull HI ('I
10. Dobh/Martgogo L1obIlIUn/Llon. ISchodulo I) 1101 800,04
11. Tatd DoduaUan. 1111
12. H.t Valu. of raM Raturn 112)
15. Charltabla/Oov.rnMantal B.qu..t. ISchadul. J) 115)
14. Hot Votuo of btoto Subjoat to To. U4)
NOTEI If an allessment was iSlued previouslY, lines 14, 15 and/or 16, 17 and 18 will
reflect figural that include the total of ALL re~urns allesled to data.
ASSESSHENT OF TAXI
15. Aoaunt of L1no 14 ot Spaunl .oto USI . DO K' DO.
16. Aoaunt of L1no 14 to.obh ot L1nool/Ch.. A .oto 1161 24.377 .16 x' 06.
17. Aoaunt of Llno 14 to.obh ot Canoto.ol/Chn B .oto U7l . DO X ,15.
la. Prlnolpal raM Du. 118)
1 .q,il 04
24.827.16
450.00
24,377.16
,DO
1.462.63
.00
1,462.63
TAX CREDITS I
PAYMENT
DATE
01-22-96
RECEIPT
HIJI1BER
AA082537
DISCDUNT I +l
INTEREST I-I
.00
AMOUNT PAID
1,462.63
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
1.462.63
.00
.00
.00
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of AODITIONAL INTEREST.
If TOTAL DUE IS LESS THAH .1. HO PAYMENT 15 REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI. YOU MAY BE OUE
A REfUND. SEE REVERSE SIDE Of THIS fORM fOR INSTRUCTIONS,)
c
gg :0
~ :D~
:.I .. l~q
Cf .~.~ ;_.~
~ '.t, (,l
(V. , {or ~p
\ ., '.J.
~ t.; .
, t .' _t
(i.' ~,:-.
:>:> ~'llJ
p (J \Cl i1t 9-
Ll (11
~s. ~
RlItRVATJDHI Elt,t.. af decedent. dvlng on Dr befar. D.c.~r It, .9.1 -- l' ~v lutur. lnt.r..t In the I...t. 1. tren,'.rr.d
In pa.....Jon or enJD~t to el... I (coll_t.r,l' ben.flcl.rl.. of the dlcedent .,t.r the Ixplretlon of env I.l.t. for
11'. or far v..r., the C~.lth her.bv ._prl..lv r...rvI' the right to appr.I.. 8nd ...... tren,'.r J~rlt~. Tlx"
.t the l~ful Cl... . (colla',r.l' r.t. on en)' .uch future lnt.r..t.
P\JllPOSE OF
NOlICEI To fulfill thl! ,.""Irl..,.t. 0' "ctlon ZJ4D of thl IntI.rlt-.,c1 Iltld E.t,t, 'I. Act, Act U of 1991. n P.S.
SICtlon ZlU.
PlYtlEHTI Dtihdl the top portion of thh Katie. IInd ,unit ",lth your p.y...... to the A.allt.,. of M!lla prJnt.d on ttM nv."" .Ide.
--Helle cheek Dr .oMy order p'Wabls tOI REGISTER OF MILLS.. AGENT
All P'YI*\tI nc.lved .hall Ur.' tM appll.d to .....y Inhr..t which ..y be dI.M' with any r...lncMr 1lPP1I~ to the t.lC.
RfFUHO (CA)I A nfWMI of . t.1C cr~lt, which w.. not raque.tad on the hlC Aaturn, ..y b. r~.tlMt by cOIlPl.tlna ..... '"Application
for A.fund of Pann.ylv.....l. Inn.rltenca ~ [stat. TaM'" tREV-1SIS). Appllc.tlons .ra .v.lllbla .t tha Office
of the A'DI.ter of Will., .....y of the IS A.venue DI.trlct Office., or by c.lllnD the .peelal Z'-hour
an.warlna ..rvlce nuaber. for for.. ord.rlnDI In Penn.ylv.....l. l-100-S62-2050, out.lde P~.ylv.....la and
within loc.1 HarrlsburD .re. (717) 717-1094, TOO' (717) 772-ZZ52 (He.rlnD lapelred Only).
OIJECTIDHSI Any p.rty In Int.re.t not ..tl.fl.d with the appral..aent, allowance or dl..llowance of deductions, or ......eent
of t.1C (InclUdlnD dl.count or Intere.t) a. .hown on thl. Notice .ust obJ.ct within .llCty (60) d.y. 0' receipt of
thh Hotlce bYI
--writt." prot.st to the PA Dap.rtatNtt of A.....nu., Bo.rd of App..", D~t. Zl1021, Harrhburg, PA 171Z1-1021, OR
--alectlon to heve the aattar d.t.ralnad .t audit of the .ccount of the p'r.~l repr...ntatlve, OR
--app..l to the Orph..,.' Court.
ADHIH
ISTAAlIVE
CORRECTIONS I
INTEREST I
Factuel .rror. dllcover.d on thl. .....s.ant should be addr....d In writing tal PA Depart..nt of A.v~,
Bur.eu of Indlvldu.l TelC", ATTNI po.t A.......nt Aavl.w unit, Olpt. ZI0601, HarriSbUrg, PA 17121-0601
Phone (717) 787-6505. S.e page S of the bookl.t "In.tructlon. for Inharltanc. T.IC Raturn for a R..ldant
O.cedant" (REV-IS01) for..... aMPI..,etlon of ~lnl.tratlvelY corr.ctable error..
If .....y t'M due I. p.ld within thr.e (3) calend.r lonth. .ft.r the decedent., daath, e flv' p.rcent (5~) dl.count of
the tllC p.ld I. ellow.d.
Int.r..t I. chargad bealnnlna with flr.t d.y of d.llnquency, or nine (,) aonth. and ana (I) d.y 'r~ tha data of
death, to the d.t. of pay.ent. T.xe. which bee... delinquent be for. Janu.ry I, 198Z bear Intare.t at the rata of
.Ix (6~) parcent per ~ calcul.ted at a dally rata of .00016~. All t.x.. which bec... dallnquent on and aft.r
Janu.ry I, 1912 will ba.r Intar..t et a r.t. which will very fro. c.l.ndar y..r to c.lendar ya.r with thlt r.t.
annooncad by the PA Dapart.ant of A.v.nue. The .ppllcabl. Intare.t r.t.. for 191Z through 1996 .r"
DISC~TI
~ Inter..t Aet. Deily Intar..t Fector ~ Inter..t Rete D.lly Intare.t FltCtor
1912 ..~ .000548 1'17 OX .0002U
1'15 lOX . ODun 1911-1991 11:( .000301
I... 1I~ .000301 1"2 .~ .0002U
1915 U~ .000356 1993-191)4 7~ .000192
19" lD~ .oOD27' 1995-1996 .~ .0002U
--Int.re.t I. c.lcul.ted .. followlI
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF OAYB DELINQUENT X DAILY INTEREST FACTDR
--Any Notlca luuad aftar the tax blO"" dal1nqu~t ..111 r.flact en Intarut c.lcul.tlon to flft.", (5) days
beyond the d.t. of the .......ent. If papent II .Mle .fter the Intar..t cOllflut.tlon data ahown on the
Hotlc., additional Intere.t .u.t b. c.lculeted.
../.
~
BROU.JOS. OIL.ROY Be HOUSTON. P. C.
j ATTORNIEV. o\T LAw
. " NORTH HANOVM eTftllC1'
CARUSL.E. PENN8VLVANIA '701:1
""7. .......7. .,......0
..
...
.
.,
ESTATE OF MINERVA GRACE GOSHORN
ESTATE SETTLEMENT AGREEMENT
.... /\
THIS AGREEMENT made this IlL day of v c- or-
Theresa K. Nelson, Randy Lee Goshorn, Lovetta F.
Goshorn, Francis Goshorn, Harry E. Goshorn, Dennis
Janet L. Hopple and Cross Keys Methodist Church.
, 1996 between
Hopple, Max
T. Goshorn,
WITNESSETH
WHEREAS, Minerva Grace Goshorn died April 25, 1995; and
WHEREAS, pursuant to the will of Minerva Grace Goshorn dated
February 19, 1993, a copy of which is attached hereto and marked
Exhibit "A", Dennis R. Goshorn and Janet L. Hopple were appointed
as co-executors of the Estate of Minerva Grace Goshorn; and
WHEREAS, Letters Testamentary were issued to Dennis R. Goshorn and
Janet L. Hopple in the Estate of Minerva Grace Goshorn by the
Cumberland County Register of wills at Docket No. 21-95-0514; and
WHEREAS, Janet L. Hopple and Dennis R. Goshorn have truly and
appropriately administered the Estate of Minerva Grace Goshorn; and
WHEREAS, the mentioned Executors have filed an Inheritance Tax
Return with the Pennsylvania Department of Revenue in the Estate of
Minerva Grace Goshorn, said Return being attached hereto and marked
Exhibit "B", and said Return being accepted as filed by the
Pennsylvania Department of Revenue; and
WHEREAS, pursuant to Item 2A of the Will of Minerva Grace Goshorn,
the Executors of the Estate have conveyed real estate at 34 East
Street, Mt. Holly Springs, Pennsylvania to Theresa K. Nelson and
Randy Lee Goshorn by deed dated June 6, 1996 which deed has been
appropriately recorded in the Cumberland County Recorder of Deeds
Office; and
WHEREAS, pursuant to Item 2A of the mentioned Will, the Executors
have transferred the secretaries desk to Lovetta F. Hopple; and
WHEREAS, pursuant to Item 2C of mentioned Will, the Executors have
made arrangements for the transfer of the two cemetery lots at
Mechanicsburg Cemetery Association to Max W. Goshorn and Francis R.
Goshorn; and
WHEREAS, other than the mentioned real estate, cemetery lots and
secretaries desk, the only other assets of the Estate of Minerva
Grace Goshorn, which Executors collected, include cash in the
amount of $7,103.20; and
WHEREAS, the Executors have paid the following bills to date for
the Estate of Minerva Grace Goshorn:
Graham Medical Clinic
Carlisle Cardiopulmonary
Carlisle Image Association
Carlisle Hospital
Register of Wills-Inheritance Tax
Register of Wills-Final Inheritance Tax
$ 24.55
$ 40.77
$ 19.22
$ 716.00
$1,462.63
$ 231.84; and
WHEREAS, there is approximately $4,600.00 in cash remaining in the
Estate of Minerva Grace Goshorn for distribution; and
WHEREAS, there remains a possible obligation of the Estate owing to
Yellow Breeches EMS in the amount of $267.00 and the Executors are
attempting to negotiate or compromise that bill with the Yellow
Breeches EMS; and
WHEREAS, there still remains an obligation owing to the law firm of
Broujos, Gilroy & Houston, P.C. for purposes of attorney's fees and
reimbursement for costs advanced in connection with the estate
administration; and
WHEREAS, all parties to this Agreement desire that the
administration of the Estate of Minerva Grace Goshorn be terminated
without the expense and delay of a court accounting and the parties
are wil~ing to enter into this Estate Settlement Agreement in order
to expedite the conclusion of the Estate.
NOW THEREFORE, the parties in consideration of their mutual
covenants herein expressed and intending to be legally bound hereby
agree as follows:
1. All parties to this Agreement hereby waive the filing of
a formal accounting and schedule of distribution in the
Estate of Minerva Grace Goshorn.
2. Theresa K. Nelson and Randy Lee Goshorn acknowledge
receipt of the real estate at 34 East Street, Mt. Holly
Springs, PA.
3. Max Goshorn and Francis Goshorn acknowledge receipt of
the cemetery lots as described above.
4. Lovetta F. Hopple acknowledges receipt of the secretaries
desk as referenced above.
5. All parties acknowledge that there is approximately
$4,600.00 remaining in the estate account for
distribution. The parties agree that the Executors shall
withhold $1,600.00 from said monies for purposes of
payment of attorney' B feeB, court filing feeB, the
mentioned bill to Yellow BreecheB EMS and any other
contingency. All partieB agree that the remaining
$3,000.00 may be diBtributed purBuant to the Will of
Minerva Grace GOBhorn aB follows:
CroBs Keys Methodist Church 10% $ 300.00
Harry E. GOBhorn 22.5% $ 675.00
Dennis T. GOB horn 22.5% $ 675.00
Janet L. Hopple 22.5% $ 675.00
Lovetta F. Hopple 22.5% $ 675.00
6. The partieB agree that, upon distribution of the monies
to beneficiarieB aB Bet forth in Paragraph 5 above and
after payment of attorney's feeB and any other bills
owing of the Estate and upon the Executors being
satisfied that all obligations of the EBtate are
concluded, the ExecutorB may distribute any remaining
monies of the Estate to the beneficiaries mentioned in
Paragraph 5 above in the percentage allocation aB Bet
forth in said paragraph.
7. All parties to this Agreement agree to refund to the
EBtate of Minerva Grace Goshorn any portion of any
distribution to which said beneficiary is not properly
entitled, and to the extent to said distribution, to
indemnify the Executors of the EBtate from any claims and
to reimburse them from any expenses and costs in
connection with such claims.
8. All parties to this Agreement hereby release DenniB R.
Goshorn and Janet L. Hopple, ExecutorB of the EBtate of
Minerva Grace Goshorn, from all liabilities, whether due
to their negligence or otherwise, by which they may have
by reason of their administration of the said Estate.
9. The parties acknowledge that they have been provided an
opportunity by the ExecutorB, if any party would request,
to examine all the paperwork and accounting for the
Estate of Minerva Grace Goshorn.
10. The parties hereby forever fully releaBe, compromiBe,
settle and discharge any and all claimB, demandB, actions
or cause of action, legal or equitable, abBolute or
contingent, vested or hereafter to accrue, which any of
them may have against any other party hereto or againBt
---
W X L L
I, MINERVA GRACE GOSHORN, of 34 East Street, Mt. Holly Springs,
Cumberland County, Pennsylvania, declare this to be my last will
and revoke any will previously made by me.
ITEM ONB: I direct that all my debts and funeral expenses,
including my gravemarker shall be paid from my residuary estate
as soon as practicable after my decease as a part of the
expense of the administration of my estate.
ITEM TWO: I direct that my estate be distributed as follows:
A. I hereby devise a life estate in real estate which I own at
34 Bast Street, Mt. Holly Springs, cumberland County,
Pennsylvania, consisting of a lot 75 feet by 116 feet to my
granddaughter, Theresa K. Nelson. During the time Theresa K.
Nelson shall occupy the premises and make claim to this life
estate, she shall maintain the property in good repair and shall
be responsible for all taxes, assessments, insurance, and other
bills pertaining the maintaince and upkeep of the said real
estate. I hereby devise the remainder interest in said life
estate for the mentioned real estate to my grandson Randy Lee
Goshorn.
B. I hereby give my secretary desk to my daughter Lovetta F.
Hopple.
C. I hereby devise the two cementary lots which I own at the
Mechanicsburg Cemetary Association to Max W. Goshorn and Francis
R. Goshorn.
D. I direct that the rest, residue, and remainder of my estate
be distributed as follows:
1.
County.
10% to the Cross Keys Methodist Church in Juniata
90% distributed equally between my children Harry E.
Dennie R. Goshorn, Janet L. Hopple, and Lovetta F.
2.
Goshorn,
Hopple.
ITEM THREE: I appoint Dennis R. Goshorn and Janet L. Hopple as
Co-executors of this my last will.
ITBM FOUR: All estate, inheritance, succession and other taxes,
imposed or payable by reason of my death, and interest and
penalties thereon, with respect to all property comprising my
gross estate for tax purposes, whether or not such property
m~~$~J~
I
EXHIBIT
A
Page One of Three
passes under thio will, shall bo paid out of the principal of my
residuary estate, without apportionment or right of
reimbursement.
ITEM FlVEI I direct that my personal representative or guardian
shall not be required to give bond for the faithful performance
of their duties in any jurisdiction.
ITEM SIXI In addition to ths rights and powers given to the
fiduciaries by law or elsewhere in this will, I give to my
Executor during the full time necessary and for the
administration of my estate the following rights and powers to
be exercised in hiB sole discretion.
A. To retain any real or personal property which may at any
time form a part of my estate so long as he or she deems it
advisable.
B. To invest in any real or personal property without
restrictions as to legal investments.
c. To repair, alter, improve or lease for any period of time
any real or personal property and to give options for leases.
D. To sell at public or private sale, for cash or credit, with
or without security, to, exchange or to partition real or
personal property, and to give options for leases.
E. To make distribution in kind.
F. To compromise claims.
IN WITNESS WHEREOF, I have
"'Turu.-()...,y 1993.
hereunto set my hand this 17 day of
SIGNED ~4-+A4 /4~ 9! ~p ...Y~
'TUNERVA-GItACE ~ORN
The preceding instrument, consisting of this and two other
typswritten pages each identified by the signature of the
Testatrix was on the day and date thereof signed, published and
declared by the Testatrix therein named as and for her last
will, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our
names.
Page Two of Three
- .'.
COMMONWEALTH OF PENNSYLVANIA
: ss
COUNTY OF CUMBERLAND
We~"~ttAr ~ (1(-[l7l..P--I and :&(., i:>C:;C: T At--lN C.oIZ.ColLl'I,.,)
witnesses whose names ~re signed to the attached or foregoing
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 willi that she signed willingly and
executed it as her free and voluntary act for ths purposes
therein expressedi that each of us in the hearing and sight of
the Testatrix signed the will as witnessesi and that to the
best of our knowledge, the Testatrix was at the time 18 or more
years of age, of sound mind and under no constraint or undue .
influence,
~
Sworn and subscribed to
aI-I,
before me this I, day
of /ib'l-u.6..r>j., 1993.
~il~
NOTARIAL SEAL
IW1DI F. BYERS. NOTARY PIIgue
BOlIO OF CARlISLE. CUMllElIlAHD COlli/TV
MY COMlIIS9IOH EXPIRES MARCH .1. 1m
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
.
.
: SS
.
.
I, MINERVA GRACE GORBORN, whose name is signed to the attached
instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as
my last willI that I signed it'willinglYI and that I signed it as
my free and voluntary act for the purposes thereln expressed.
~ -HTh~~~?i~(,~It~ ~
a.J.1)
acknowledged before me this /1 day
sworE:- llnd affirmed to and
of Il:.brli\olt-r ' 1993.
"./ ~ '
'J. ,c.pa.
Notary publ c
NOTARIAL SEAL
BOlIO ~ F, BYtRS. NOTARY PIIgue
MY COMM~SHLE. CUMBERlAND COlli/TV
......, EXPIRES MARCH .1, 1m
Page Three of Three
~^'i"'".'" ...
llV.UoG IX. V,")
I
roaDATaO'OIA'HAfT1a 12Jall9l CHICKHIRI
. A lpOU....L
POVIl" CalD1l1S ClAIMID 0
nu NUMa.a
21
'*'
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
95
YIM
051~
COMMONweAlTH 0' PfNNlnYANIA
OIPAll!jI'" 'is .,VIHUI
H...IIIl'lIlb ~A ~ 214601
. I'. AN fill \ It4l''''U
MINERVA GRACE GOSIIORN
Al,.UI'MAI
0"''' Of OlAl"
~/25/95
172-2~-766B
"UfU(.AllII ",.'fT't"HO IP(MlU" toWool ...". "UI "","0 lOoCJOl. ....11"""
COUNTY CODE
'" .
NUMBfI
DAn Of 1111 H
31, ERst Stroot
Mt. 1I0lly Springs, PA 17065
.,.....
~MOUH' UOlvlD I' H
9/5/11
,,~ I ualn HUM'U
c ~,
o Aa.
Suppl.rnentol R.t","
o 3. R.malndtr R,lurn
(fa' da'" 01 d,a,h prl.r 1012,13.81
o 5. f.d.rol Eltott TOK R.hlrl"l R.q"lt.d
~ I(] 1. Orlglnol R'Nln
13~! OA. lImh.d Eslal'
~I ~6,
:!l6
:i~
Bli: 2~3 ~57~
..
'"
5
~
g
..
!i
1=
c
Ii!
..
8
=
....
'U".." Inre'ta' CompromIse
(fa, dot...f doa.h ak.. 12.1~.a21
o 7. D.c.d.n, Malnlaln.d a Uyll'Ig Tru"
(Anath copy af T,u,,)
Ar" INFO~l'lOK'. BE,
,~ MAI\ING ADORn,
BROUJOS, GILROY & 1I0USTON
~ NORTII IIANOVER STREET
CARLISLE, PA 17013
18,000.00
1. R..I E.ra" (SclI.dul. AI
2, S,O<I<. alld 8o.d. (Sch,dul. B)
3. CO'MY H.ld Slodc/Part".nhip l"I.....t (Slhedul, q
A. MortgoU" and NOlt' Rtc.e;vobl. (Schtd"l. 0)
5. Co.h, Bo,," D.pe"t. & Mllt.lla".ou. ',rwnol Prcperry
(Schodul. E)
6. Jam,l, O.....d Praporty (Schodul. '1
7, f,...I.n (Schtdul. 0) (Schodul. 1I
8. Talal Grou Au'" (10101 U".. 1.n
9. Pu"ttol bp.nuI. Adminhltaltv. eelts. MTleellon,aul
E.p...., (Sch.dult HI
'0. D.bu. Mortgag. liabili~... U.n. (Sthedul. I)
11. Totol Dodudlon. (10'.1 Un.. 9 & to)
12, 1'1" V.lu. 01 Ellal. (L1.. 8 mlnu. lIn. 1'1
13. Oaritabl. o.d Ga........lat aequ.'" (Sch.dul. J)
lA. Ntl Value Sub ed to Tal. lint 12 ml"ualint 13)
t~, Spou.ol T,o."", (r." dal" ., doath .h., 6,30.9AI
$I. In&tr\lctionlfo, ^f,pllcable PetUnlog, an R.v"..
Sid.. (lndud. vol",.. rom St.hedul. K or Sc.h,dul. M.)
10. All'KKtn' of Un. ,.. la.abl. o.6'Kt ral.
(Indud. .alu.. 'ram Schodul. K 0' Schodul. M.)
17. AMOUnt of Un. '''' laxobl. at 15% rail
II.dud. .alu.. lram Schedul. K 0' ScMdul. M,)
1 B. Principal 'a. duo (Add la. f,o.. Un.. 15. 16 a.d 17.)
19. c..dll. SpoulGl Pa..rty Crodh P,lo' Poymonl.
_8. Tatol Numb.r of Safe D.pawl ao..,
1 ~.. ;1..
.. \~'71 ......;
.....,.
+. +
20. If line 19 II grta'orlhan e.. 18. ...., lhe dill...... a. line 20. rbl. IIlh, OVERPAYMINT.
110 ..~...I"'''I.'J.'I'.nIL''IIII.I,,,,....nii;...lolmmn'''HIH-'rJ'lJlllIo'.uhl._
21, If Un. 18 II great.r than Un, 10, Of'lter the dlfferenu on L1n. 21. Thl, lithe TAX DUI.
1\. Enter rhtlnle',n 0" ,he balance du. an Un. 211\.
I, E...' rho ,a.al of lIn. ~I and 21A an lI.. ~1D, Thll 1.lhe BALANCE DUI.
Mab eMu Pa ablo 'a. ...bl.. o. Wilt.. A on!
.. I. .,.', X'~l!': _ .1; Bt!lSUR1~1.'~$WEJljAU!QUEmONS.OH 'REVERU;SIDl!l pqo, CHliCIf-M ~,~. , \ ?~'.
!Jndtr p.nohl., 01 pe,jury. I d.clo,. thor' aye nomln.d thil ,..,,,,,".lndudln9 oct.Dl'I'lpanying ...h.dulll and lIo'.",.nl1, and to the beat al my "no.....l.dg. and b.hot,
.. 'bll"dru.. coU,red ond tampl.,.. I dedare 'hot 011 r.-ol .1'01. hos betn "pan,d a,nu. market walu.. D.clara'lon of preparer other ,han th. p.rlonol uprll.nlotru
a,. on G In'onnallon of which tor.' has on knawltd..
..."'" N ",,"Genu ....... EXHIBIT 0'" 1 /.J..~ /cr (,
N." .... . J J :" ;/~2-/_~
....~J
(I)
12)
(31
I~ I
(5) --L121..2.0
1,500.00
(61
(71
(9) 1,126.00
(101_800.0~
(81 "26. 7~1 ?O
1111 1,926.0~
112) 24,827.16
, .-
(13) ~50.00
lU 2~.371.16
(151 X._-
116) K .06. 1,~62.63
(17) )( .15 .
lIB) 1,462.63
DIKCu,,' Inttre"
(19)
(10)
(11) .-!ill2~2.3_..
(21A)
(~18)_
l,y,1102 ,1+ 1120151 ..
COMMONWIAlT~OI 'fHNlYlYAHIA
INHUIfAN I 'AX UfU1N
aUIDIN DICIDIHT
ESTATI Of
MINERVA GRACE GOSHORN
(Properly lolnlly-ownod wl.h Righi 0' Survlyonhlp mu.1 be dl.clo.od on Schodulo fl All rool..lolo .hould be roportod ol'olr morkol voluo
which II donned ollh. prlc. al which properly would be ..chongod b.tw..n a willing buyo, ond a w\lIInglOllo" nolthor being compellod
to bu 0' ..n. both havl" reasonabl. knowledge 0' the r.levant 'adl.
SCHEDULE A
REAL ESTATE
fill NUMBER
21 95 0514
ITEM
NUMBER
1.
VALUE AT DATE
OF DEATH
DESCRIPTION
34 Eaat Stroet
Mt. Holly Springs, PA 17065
$18,000.00
I
"
s
TOTAL Aho ent., on line 1, Reeo ltulollon
tit mot. '00('. is n..d.d, In..rl additional .h.." 01 .ome ti,..1
'.
uv.UII at p"",
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PI.o.. Print or T .
FILE MBER
21 95 0514
'*'
~AlJIt~IHHSnVAHIA
IHHIIUWlCI .nulH
.......... OINT
ES F
MINERVA GRACE GOSHORN
IAII--'Y 1oIw.1. _ ..oJ...... lito Rleh. ol s..m-.hIp ..... ... dlK-" .. ScIoedulo P1
N:J::ER DESCRIPTION
VAWE AT
DATE OF DEATH
1.
PNC Account - Account , 5140184959
$ 7,103.20
; $ 50.00
$ 100.00
2.
Secretary' a DOBk
3.
Two comentary lota
S 7,253.20
\AJlodo oddltloftoll"" x 11' "'"" w..... ......1. .-Iod,)
~UOfh. (1'....
.
COMMONWIAl1H or 'INNSYlVANIA
INHflltANCI TAX lnUIN
llllDINf DfClDINf
SCHEDULE F
JOINTLY-OWNED PROPERTY
I
ESTATE OF
MINERVA GRACE GOSIIORN
Jolnttonont(.).
NAME
A.
Randy GOB horn
B.
C.
Jolntly-ownod proporty.
FILE NUMBER
21 95 0514
ADDRESS
RELATIONSHIP TO DECEDENT
58 Subdivision Rood
Newville, PA 17241
Grandson
-
. ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET "'INT. DECEDENT'S INTEREST
TENANT JOINT
I. A 1990 CD - PNC Bonk $3,000.00 50% $1,500.00
TOTAL IAllo onlo, on lino 6. Rocopllulotlon) SI.Snn.nn
--..--..--.,... __..___~_._.__u. -"f-;-~~--"":. ...u'".
(II mor. spoc. is n..cI.J ;nl." additiana/.h..1s 01 10m. siu)
ny-unIX."...,
~i&
COMMONWfALTH 0' 'I:NNSVLVANIA
INHUITANCf lAX UIUIN
.UIDENI DI:CI:OfNI
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Plea Ie Print or TV e
FILE NUMBER
21 95 0514
ESTATE OF
MINERVA GRACE GOSHORN
ITEM
NUMBER
DESCRIPTION
1,
A. Funeral Expenlel'
B.
1.
2.
3.
4.
C.
1.
2.
3,
4.
S.
6,
7.
8.
Administrative COlli.
Personal Rlpnlllnlollve Comml..lonl
Social Slcurlty Number 01 Plrsonol Rlp..llnlallve,
Vlar Comml..lonl paid
Atlornoy FIll B j
rou OB, Gilroy & Houston, P.C.
Family E,"mpllan
Claimant
Add.... 01 Claimant 01 dlcldlnt'l dlalh
StreIt Add....
City
Rllallonlhlp
51011
Zip CadI
Probatl FIll
AMOUNT
$1,000.00
Mlleellaneoul Expenlel'
Register Of Wills - Filing Fee $ 83.00
Register of Wills - Inheritonce Tax Return $ 15.00
Register of Wills - Family Settlement Agreement $ 15.00
Recorder of Doeds - Fee to record Life EBtato Deed $ 13.00
TOTAL (AlIa Inler an IInl 9, Rlcapllulallan)
(II mare Ipaee II needld, Ins.rt addltlanallhe.1I 01 lame II...)
51,126.00
.
'" ~-'-"- -""'-,-._~.. ..'-
,
"\;'.-
.
~t,'!,':"f_JY""_"'1'''-~'!!'__',,;,''-'.o'''''_'''''_, ....
'-..
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ou.u 1'1.931
'*
COMMONWEALTH Of PENNSYLVANIA BUREAU Of INDIVIDUAL TAXES
DEPARTMENT Of REVENUE
Deor Register of Wills:
Enelosed you will find: Dcheckll) Ddocumenll(l) which were receIved by the Department of Revenue In error.
Thele may be procelled according 10 normal procedures.
REMINDER: The POST MARK DATE on envelope ollached to ony checkl encloled mUlt appeor on your
Official Receipt.
Thank you.
I
.!
Sincerely,
John Murphy, Chief
Inheritance Tax Dlvlllon
(717) 787.6201
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
MINERVA G, GOSHORN
Pursuant to Rule 6,12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
Date of Death:
APRIL 25, 1995
Will No.
Admin. No. 21-1995-514
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 Court7 Yes No X
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 X No
d, Copies of receipts, releases, j
approvals of formal or informal accounts may be f
Cerk of the Orphans' Court and may be attache
nders and
d with the
is report.
Date: JUNE 6, 1997
Vel
1JI'
, ,", ,.
, H.un~)
"fJl:l
HUBERT X. GI OY, ESQUIRE
Name (Plea e type or print)
4 NORTH H OVER STREET, CARLISLE, PA
Address
lS: l d 6- Nrtf L6.
( 717) 243-4574
Tel. No,
~IL' .
10
j-'U
lJ'JC]
Capacity:
Personal Representative
Counsel for personal
representative
( MAH: rmf/ AM3 )
17013
"
.
ESTATE OF MINERVA GRACE GOSHORN
ESTATE SETTLEMENT AGREEMENT
THIS AGREEMENT made this It,....\ day of () r:I-
Theresa K. Nelson, Randy Lee Goshorn, Lovetta F.
Goshorn, Francis Goshorn, Harry E. Goshorn, Dennis
Janet L. Hopple and Cross Keys Methodist Church.
, 1996 between
Hopple, Max
T. Goshorn,
WITNESSETH
WHEREAS, Minerva Grace Goshorn died April 25, 1995; and
WHEREAS, pursuant to the Will of Minerva Grace Goshorn dated
February 19, 1993, a copy of which is attached hereto and marked
Exhibit "A", Dennis R. Goshorn and Janet L. Hopple were appointed
as co-executors of the Estate of Minerva Grace Goshorn; and
WHEREAS, Letters Testamentary were issued to Dennis R. Goshorn and
Janet L. Hopple in the Estate of Minerva Grace Goshorn by the
Cumberland County Register of Wills at Docket No. 21-95-0514; and
WHEREAS, Janet L. Hopple and Dennis R. Goshorn have truly and
appropriately administered the Estate of Minerva Grace Goshorn; and
WHEREAS, the mentioned Executors have filed an Inheritance Tax
Return with the Pennsylvania Department of Revenue in the Estate of
Minerva Grace Goshorn, said Return being attached hereto and marked
Exhibit "S", and said Return being accepted as filed by the
Pennsylvania Department of Revenue; and
WHEREAS, pursuant to Item 2A of the Will of Minerva Grace Goshorn,
the Executors of the Estate have conveyed real estate at 34 East
Street, Mt. Holly Springs, Pennsylvania to Theresa K. Nelson and
Randy Lee Goshorn by deed dated June 6, 1996 which deed has been
appropriately recorded in the Cumberland County Recorder of Deeds
Office; and
WHEREAS, pursuant to Item 2A of the mentioned Will, the Executors
have transferred the secretaries desk to Lovetta F. Hopple; and
WHEREAS, pursuant to Item 2C of mentioned Will, the Executors have
made arrangements for the transfer of the two cemetery lots at
Mechanicsburg Cemetery Association to Max W. Goshorn and Francis R.
Goshorn; and
WHEREAS, other than the mentioned real estate, cemetery lots and
secretaries desk, the only other assets of the Estate of Minerva
Grace Goshorn, which Executors collected, include cash in the
amount of $7,103.20; and
.~ .
WHEREAS, the Executors have paid the following bills to date for
the Estate of Minerva Grace Goshorn:
Graham Medical Clinic
Carlisle Cardiopulmonary
Carlisle Image Association
Carlisle Hospital
Register of Wills-Inheritance Tax
Register of Wills-Final Inheritance Tax
$ 24.55
$ 40.77
$ 19.22
$ 716.00
$1,462.63
$ 231.84; and
WHEREAS, there is approximately $4,600.00 in cash remaining in the
Estate of Minerva Grace Goshorn for distribution; and
WHEREAS, there remains a possible obligation of the Estate owing to
Yellow Breeches EMS in the amount of $267.00 and the Executors are
attempting to negotiate or compromise that bill with the Yellow
Breeches EMS; and
WHEREAS, there still remains an obligation owing to the law firm of
Broujos, Gilroy & Houstpn, P.C. for purposes of attorney's fees and
reimbursement for costs advanced in connection with the estate
administration; and
WHEREAS, all parties to this Agreement desire that the
administration of the Estate of Minerva Grace Goshorn be terminated
without the expense and delay of a court accounting and the parties
are willing to enter into this Estate Settlement Agreement in order
to expedite the conclusion of the Estate.
NOW THEREFORE, the parties in consideration of their mutual
covenants herein expressed and intending to be legally bound hereby
agree as follows:
1. All parties to this Agreement hereby waive the filing of
a formal accounting and schedule of distribution in the
Estate of Minerva Grace Goshorn.
2. Theresa K. Nelson and Randy Lee Goshorn acknowledge
receipt of the real estate at 34 East Street, Mt. Holly
Springs, FA.
3. Max Goshorn and Francis Goshorn acknowledge receipt of
the cemetery lots as described above.
4. Lovetta F. Hopple acknowledges receipt of the secretaries
desk as referenced above.
5. All parties acknowledge that there is approximately
$4,600.00 remaining in the estate account Eor
distribution. The parties agree that the Executors shall
withhold $1,600.00 from said monies for purposes of
.
payment of attorney's fees, court filing fees, the
mentioned bill to Yellow Breeches EMS and any other
contingency. All parties agree that the remaining
$3,000.00 may be distributed pursuant to the Will of
Minerva Grace Goshorn as follows:
Cross Keys Methodist Church 10% $ 300.00
Harry E. Goshorn 22.5% $ 675.00
Dennis T. Goshorn 22.5% $ 675.00
Janet L. Hopple 22.5% $ 675.00
Lovetta F. Hopple 22.5% $ 675.00
6. The parties agree that, upon distribution of the monies
to beneficiaries as set forth in Paragraph 5 above and
after payment of attorney's fees and any other bills
owing of the Estate and upon the Executors being
satisfied that all obligations of the Estate are
concluded, the Executors may distribute any remaining
monies of the Estate to the beneficiaries mentioned in
Paragraph 5 above in the percentage allocation as set
forth in said paragraph.
7. All parties to this Agreement agree to refund to the
Estate of Minerva Grace Goshorn any portion of any
distribution to which said beneficiary is not properly
entitled, and to the extent to said distribution, to
indemnify the Executors of the Estate from any claims and
to reimburse them from any expenses and costs in
connection with such claims.
8. All parties to this Agreement hereby release Dennis R.
Goshorn and Janet L. Hopple, Executors of the Estate of
Minerva Grace Goshorn, from all liabilities, whether due
to their negligence or otherwise, by which they may have
by reason of their administration of the said Estate.
9. The parties acknowledge that they have been provided an
opportunity by the Executors, if any party would request,
to examine all the paperwork and accounting for the
Estate of Minerva Grace Goshorn.
10. The parties hereby forever fully release, compromise,
settle and discharge any and all claims, demands, actions
or cause of action, legal or equitable, absolute or
contingent, vested or hereafter to accrue, which any of
them may have against any other party hereto or against
the Estate of Minerva Grace Goshorn or against the
Executors thereof, by reason of any matter, cause or
thing growing out of or relating to any property or
assets of the said Estate, or growing out of or relating
to any act of the Executors in their administration of
said Estate.
11. The parties acknowledge that they have had the
opportunity to present this Agreement to their own legal
counsel for advice if such party desires such advise.
12.
The parties agree
upon themselves,
representatives.
that this instrument shall be binding
successors, assigns, and personal
IN WITNESS WHEREOF, we have hereunto set our hands and seals the
day and year first above written.
~oo /~
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IH~RESA K. NELSON
JND'y'~ tos-!lom; a,..N! ,
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q~ETTA F. HO~E - -
6?1; J JJ!?~
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FRANCIS GOSHORN
l~,'''~Ht6f1.D,.\t~, li,l.:t.. 'Je,,,,
~'Hf1l
DENNIS T. GOSHORN
~ '01, ~
~ET L. HOPPLE
CROSS KEYS METHODIST CHURCH
BY: i;f~l.('" (\ l{lLl~\' /"ll(\.V.
fj /
--.
W ILL
I, MINERVA GRACE GOSIIORN, of 34 East street, Mt. 1I011y Springs,
Cumberland County, Pennsylvania, declare this to be my last will
and revoke any will previously made by me.
ITEM ONE: I direct that all my debts and funeral expenses,
including my gravemarker shall be paid from my residuary estate
as soon as practicable after my decease as a part of the
expense of the administration of my estate.
ITEM TWO: I direct that my estate be distributed as follows:
A. I hereby devise a life estate in real estate which I own at
34 East Street, Mt. Holly Springs, cumberland County,
Pennsylvania, consisting of a lot 75 feet by 116 feet to my
granddaughter, Theresa K. Nelson. During the time Theresa K.
Nelson shall occupy the premises and make claim to this life
estate, she shall maintain the property in good repair and shall
be responsible for all taxes, assessments, insurance, and other
bills pertaining the maintaince and upkeep of the said real
estate. I hereby devise the remainder interest in said life
estate for the mentioned real estate to my grandson Randy Lee
Goshorn.
B. I hereby give my secretary desk to my daughter Lovetta F.
Hopple.
C. I hereby devise the two cementary lots which I own at the
Mechanicsburg Cemetary Association to Max W. Goshorn and Francis
R. Goshorn.
D. I direct that the rest, residue, and remainder of my estate
be distributed as follows:
1.
County.
10% to the Cross Keys Methodist Church in Juniata
2.
Goshorn,
Hopple.
90% distributed equally between my children Harry E.
Dennio R. Goshorn, Janet L. lIopple, and Lovetta F.
ITEM THREE: I appoint Dennis R. Goshorn and Janet L. Hopple as
Co-executors of this my last will.
ITEM FOUR: All estate, inheritance, successio~ and other taxes,
imposed or payable by reason of my death, and interest and
penalties thereon, with respect to all property comprising my
gross estate for tax purposes, whether or not such property
m ~ $~ ~ txJj( t/ht
I
EXHIBIT
A
Page One of Three
passes under this will, shall be paid out of the principal of my
residuary estate, without apportionment or right of
reimbursement.
ITBM FIVBt I direct that my personal roprescntative or guardian
shall not be required to givc bond for the faithful performancc
of their duties in any jurisdiction.
ITBM SIX' In addition to the rights and powers given to the
fiduciaries by law or elsewhere in this will, I give to my
Bxecutor during the full time necessary and for the
administration of my estate the following rights and powers to
be exerciscd in his sole discretion.
A. To retain any real or personal property which may at any
time form a part of my estate so long as he or she deems it
advisable.
B. To inveet in any real or personal property without
restrictions as to legal inveatments.
c. To repair, alter, improve or lease for any period of time
any real or personal property and to give options for leases.
D. To sell at public or privatc sale, for each or credit, with
or without security, to. exchange or to partition rcal or
personal property, and to give options for lcases.
B. To make distribution in kind.
F. To compromise claims.
IN WITNESS WHEREOF, I havc
1'e-br.....o... rr 1993.
hereunto set my hand this 11 day of
SIGNBD 4'1--.....44 14.0 9! LJ!P y~
'M1NE1tVA-GRACB ~ORN
The preceding instrument, consisting of this and two other
typewritten pages each identified by the signature of the
Testatrix was on the day and date thereof signed, published and
declared by the Testatrix therein named as and for her last
will, in the presence of us, who at her request, in her
presence and in the prescnce of each other have subscribed our
names.
Page Two of Three
UV,I500 IX.. (7-9'1
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'ORDAmOFOEATHAFrtR 12131191 CHECK HIRI
I' A SPOUSAL
POVERTY CIUDIT IS ClAIMED 0
flU HUM".
21
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COMMONWII!AlrM o. ,eNNSYlVANIA
O"AUMJHl?S .IVIHUI
HARR,sfJ.b. ~A nl2l"&O'
ate 0 HI' NMIollLA". h.n. AND "IPO~( INIIIAU
MINERVA GRACE GOSHORN
Al S CUlln UUMlII
PAil Of DIA1H
172-24-7668
4/25/95
,., uf'\.ICAaUl iUI'tlVlNO vauu.,......... ILA". f.UI "","o..oou ....11..1,1
fi(] 1. Original Roturn
o A. limited Ellal.
i!J 6. O*<~dcnt Died retia Ie
(".och .opy 01 wall
R rQ ~.
95
0514
C;OUNIY CODE
OHIDIH' O""llll AD .
YfAR
NUMBfl
DAn: Of IUIT"
34 Eo111t Street
Mt. Holly Springs, PA 17065
Co
AMOUNT I!CIIVIOIUIINIo U I
c ~,Supplo......1 Rot","
o 3. R.mol"d., R.lurn
(fo, dotes of death plio' 10 12013.8;
05. fad.rol fuo,. Tall: R.t"',, R.qui,...J
o Aa. 'IItur. Inler.at Compromls.
(lor dol.. ef doo,h ek.. 12.12-821
o 7. Oecedant MaIntaIned 0 Uvl"9 Trulf
(A.edo copy ef Trulll
Ar" IHfOIlMATlOIUIJdOl.D lI.UllR1,"I~l> lo;J. .1 .-
. CO,I.\'UIl MAl\INO Moun
BROUJOS. GII.ROY & HOUSTON
4 NORTH HANOVER STREET
CARLISLE. PA 17013
18,000.00
ltr;:o I
ESQUIRE
+ +
20. Ill... 19 I. greete, than Uno 18. o..or.ho diH...... en lln. 20, lbl, "'he OVERPAYMENT.
1il0
21. If lIn. 18 r. great.r than Un. 19, cnl.r Ih. diff.renc. on Une 21. Thl, II the TAX DUE.
A. Ent.r ,h. Inr.r'It on ,he balanc. due on Un, 2tA.
e. Ente, rh.,oral of line 21 and 21A on Une 218. Thh Illhe BALANCE DUI.
Mab Check Po able tal legbler of Will" Agent
",:.. . "'\'\:;~l! ,~..Bl!lSURUQ,lIN:>wEJ!jAtI!.QUEsnON5.ON'REVERSE;SfDE:A.~1l~ RECHECI(-MAiQl~';;C: . L ""._ '
~ftd'f p.nohies of perjury. I dlKlar. tho' I han uamln.d this return, j"dl.ldlng accompanying Ichedl.lles and lIal.m,nts. ond 10 Ih. ball al my Irno.l,dg. ond h.I,~
'b' " !~ue, cOI',r~c1f and compl.,.. I dKlaf' thof aU 't'Ol lito'. hos bun r.poned ot lrue mariel .011.11. Oadara,ian of prtpanr othlr than tto:. p.r.onal '.p'.lInllllt....
alftJ on Q 'I' annallon 0' ....hlch preparer hat any knawltd e.
N "IUoON U N I , 'lllNG AtlUlN ADD"IU
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HUBERT X, GILROY,
243 4574
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=
,. Rool Ellole (ScI>.dulo AI
~. 5.0<1<. end 80nd. (Sch.d,lo 81
3. Ootet)' H.ld S'ockJPart",nhip Inl.,." {Schedule q
A. Mortgage. and NaIll R.ceivabl. (5ch.dlll. OJ
5. Cash, Bon"- Otpoaits & Mhullanaoul Pel'1Onol P,operty
(Schod,lo EI
6, Jol",ly O....d Preperty ISchod,Io F)
7. T,o",f... (Schodolo 01 (ScI>odolo II
8. Tofal Grau Aua.. (IOIOlliuI 1.7)
9. Funeral bpln..., Admlnld,ali.,.. CoSh, MtscfUaneoul
E.p...., (Schedul. H)
10. D.btJ, Mongag. liabilities, Ulm (Sch.dule I)
11. Tolal Oedudion. (Iotal Ullts 9 & lO)
12. N., Value of Estat. {line 8 minul lIn. 11}
13. Cha,itabl. ond Go..,ntMn'al hqu"tJ (Schedul. J)
U. N't Volue Subject to Toa (lIn. 12 minus line 13)
U. Spoulal Trondt,. (fo, dot.. of dtofh oft., 6.30.94)
S.. Intlructions fo, Appllcabla Percentage on R.ve".
Sid.. {Indud. 'toluc. Irom Sch.dul. K 0' Sc.h.dult M.J
16. Amount of Un. 1.. tOllabl. o16~ tat.
(I "dud. volues ',om Schedule K or Sm.dul. M.I
17. Amount of LInt ,. taxobl, at I S% rOf'
Ilnd"do 'tolu.. from Schedule K or Schedule M.I
18. P,indpollox due (Add lOll: from Un.. lS, 16 and 11.)
19. c..diu Spol.l1G1 POVtrty C,edit' Prio, Pormen'l
a
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B
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_ 8. Tolol Number 0' So,. O'POIIt eon,
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(t)
( 21
(3 )
(A 1
( 5 ) --..z.. I.'i.l, 2.0
1,500.00
(6)
(71
191
(to)
1,126.00
800.04
(B I "26. 7~1 70
III)
(12)
113)
!lA)
1,926.04
24,827.16
. . ~
450.00
24.:171.] 6
1151
x.__
(16)
(17}
1./.62.63
K ,06.
lC ,IS.
(18)
1,/.62.63
OiKcunt
Inl."st
119)
120)
Ch.,~1c here if you elle reques.tinq 0 ,dund of your overpaYMent.
.AOO' ..
1,/.62.63
-.-...--~ .-. --"--
(21)
(~IA)
(218)
EXHIBIT
'J
:-J~;L 73.~{,
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PI.a.. Print or T .
F E UMBER
21 95 0514
CQMMONWtAU'H 01 ,INHSnVAHLA
INHnnAHCI lAX lnulH
IUlDINT DlaDIHT
ESTATE OF
MINERVA CRACE COSnORN
(AI "'-" .........-..... ...... .... lleh' 01 ~ ..... ... dI........ ... Sc........ "
ITEM
NUMBER
DESCRIPJION
VAWE AT
DATE OF DEATH
I.
PNC Account - Account , 5140184959
$ 7,103.20
2.
Secretary'B Dook
, $
$
50.00
100.00
3.
Two cementary loto
.,
S 7.253.20
IAAo<Il oddi....... Il't. x 11"....... ~ __ ",oc.1o ....dod.1
,~
.."'"....~'.I""I. ..
COMMOHWIAlJH 0' rtHHSYLY4HI4
lHHUItA.HCf tAX _nUIN
USIOt:Nt DECEDENt
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
MINERVA GRACE GOSHORN
FILE NUMBER
21 95 0514
Joint tenanlll)'
NAME
ADDRESS
RELATIONSHIP TO DECEDENT-
A.
Randy GOBhorn
58 SubdiviBion Road
Newvi110, PA 17241
GrondBon
B.
C.
Jolnlly.ownld property,
LmER .
ITEM FOR DATE TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI MADE DESCRIPTION OF PROPERTY
JOINT JOINT OF ASSET % INT. DECEDENT'S INTEREST
TENANT
I. ^ 1990 CD - PNC Bank $3,000.00 50% $1,500.00
TOTAL IAho enlll' on line 6, Recopirulolion) Sl~'nn nn
(II mar. .pac. i. ne,ded ;nlerl additional Ih"h of lame liu)
..\lUlIl.. P-lll.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCEllANEOUS EXPENSES
PI.a.. P,lnl or Tvp.
fiLE NUMBER
21 95 0514
~~
COMMONWfAlfH Of PfNNSYLYANIA
IHHfll....NC( IAll IUUlN
'UIDIHT DIClDIHI
ESTATE Of
MINERVA GRACE GOSIIORN
ITEM
NUMBER
A. Fun.ral Exp.n....
DESCRIPTION
AMOUNT
I.
B.
. Admlnlalratlv. Ca.'..
Persanol R.p....ntolivo Comml..lon.
Saclol Security Number of Personol Repre.enlati..:
Year Comml..lon. paid
I.
2.
Allornoy Fee. B j
rou OB, Gilroy & Houston, P.C.
$1,000.00
3,
Family Exemption
Clalmanl
Addre.. of Clalmonl 01 decedent'. dealh
S'..el Add....
CIly
State
Zip Code
Relatlan,hlp
4, Probalo Fo..
C. MI.c.llanoou. Exp.n.o..
1. Register Of Wills - FiUng Fee $ 83.00
2. Register of Wills - Inheritonce Tax Return $ 15.00
3. Register of Wills - Family Settlement Agreement $ 15.00
4. Recorder of Doeds - Fee to record Life Estate Deed $ 13.00
5,
6.
7,
8,
TOTAL (AI.a onler on line 9. Recapilulallon)
(If mar. .pac. I. n.odod, In..rt addlllonal .h..l. of .omo .....)
51,126.00
.. ~~",..,.._,.~.....__.,-,...--.,..~
I'V,IIU.., 1141) q.~.D
' '.
COMMONWIAl'" 01 ""H"""'4HI"
IHMunoUtC. ... .nuI"
""oeN' OfCIDlIN'
SCHEDULE J
BENEFICIARIES
ESTATE OF
HINERVA GRACE GOSIIORN
nEM
NUMBER
2.
4.
5.
6.
7.
ITEM
NUMBER
FILE NUMBER
21 95 0514
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Takobl. Seque,.s:
I.
Theresa K. Nelson
34 East Street
Ht. Holly Springs, PA 17065
$18,000.00
Gronddaughte
Lovetta F. Hopple
12 E. Locust Street
Heehanicsburg, PA 17055
Daughter
Secretary DeBk
3.
Hax and ~'rancis Goshorn
32 East Street
Ht. 1I0lly SpringB, PA 17065
2 Cemetary LOtB
Harry E. Goshorn
36 EaBt Street
Ht. 1I0lly SprlngB, PA 17065
Dennis T. Goshorn
R.D. 2, Box 100-28
NeWVille, PA 17241
Janet L. Hopple
30 EOBt Street
Ht. Holly SpringB, PA'17065
Lovetta F. Hopple
12 E. Locust Stroot
Hechanicsburg, PA 17055
Son
22.5% of remainder
Son
22.5% of remainder
Daughter
22.5% of remainder
Daughter
22.5% of remainder
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
8. Charitable and Governmental aeque,":
I.
CrosB Keya Methodist Church
Box 145
EOBt Watcrford, PA 17021
10% of remoinder
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAho 0.'0' on lino 13. Rocapl'ulatlan) S
(If mOil .pac. I, n..d.d, In..,, additional ,h..t. of lam. 111:.)
/5--.1/3-4(,.
COMMONWEALTM OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIOUAL TAXES
INHERITANCE TAX DIVISION
DEPr. za0601
ttAHAISIURa, PA 171Z'~06Dl
*&
NOTICE OF INNERITANCE TAX
APPRAIBEMENT, ALLOXANCE OR OIBALLONANCE
OF DEDUCTION" t. AND ABBESBHENT OF TAX ON
JOINTLY uELD OR TRUBT ASBETS
'''''''''''''"''''1
RANDY L GOSHORN
34 EAST ST
MT HOLLY SPRINGS PA
17065
.:',
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN,tDC
ACN
02-09-98
GOSHORN
04-25-95
21 95-0514
CUMBERLAND
172-24-766B
95144408
A.aunt R..Ut.d
MINERVA
G
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V:is4-i-Ejf-AFP--ioi-:97j------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD DR TRUST ASSETS
DATE 02-09-98
ESTATE OF GO~~~RN
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
",
MINERVA ,,::::~.G DATE OF DEATH 04-25-95
COUNTY CUMBERLAND
21 95-0514'" "",., S.S/D.C', 'NO. 172-24-7668
TAX RETURN WAS. ," (X) ACCEPTED AS FILED ( ) CHANGED
,I'
JOINT OR TRUST ASSET INFORMATION
. I
"It.,:," 'II
'" !l
FILE NO.
'.'fl",,,,'
FINANCIAL INSTITUTION. PNC BANK
.,-,-, '
ACN
95144408
ACCOUNT NO.
410055293
TYPE OF ACCOUNT. () SAVINGS ( j'CHECKING ( ) TRUST (Xl TIME CERTIFICATE
DATE ESTABLISHED 06-11-85
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
IF TOTAL DUE IS LESS THAN .1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU KAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
Account Balance
Pereent Taxable . " X
Amount Subjact to Talc",
Dabts and Deduetions"'"
Taxable Amount
Tax Rate , ." "X
Tax Due ' II>"
""~ ,"It j..
\ 11'1. ,.-,
,DO
0.500
.00
.00
,DO
.15
.00
,"
TAX CREDITS I
PAYMENT
DATE
01-24-96
,1"0
RECEIPT
NUMBER
AA082569
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
'-,"
"''''
.l..\:a;c ur ._
. .0 :< :"
, II'
0",,'.1
.",,,
'" 'f'dl"
'''1
hI ,,' 'h.
" .,.,-",'''
."., .,',
.,;".1
.
NOTEI TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT. It
AMOUNT PAID
231.84
231.84
231. 84CR
.00
231.84CR
.
'. ~ c:
,-
P\lIlPOSE OF
NOTICE. To fulfill the requlr...." of 'MUon Zl~O af the InhlirltMCI McI E,t,t, Tax Act, Act 21 of 1"5. en P.I.
Section '140).
PAYl'tEHTI DtItech the top portion of thh Notice ~ ,ubIIlt with VOU" PIYHnt to the R......,. a. Will, prlntad on the
rlVI.... lIa.
n "_. check or ...,.y order Plyllbll tal REallTER Of MILLI, ,latHT.
REF\.Im CCRh A refund of . t.. cr.dlt, whIch .... not requestld on the talC return, ..y ba requ.,tld by CDllpl,Ung en "AppUCltlon
for bfWMI 0' P~.wlvanl. Inh.rHIneI Ilnd hte., T.... CREV-UU). Appl1ntlonl .r. Iv,lhbl. It the OfficI of
the _..lit.,. of Willi, any of t~ IS R.v~ DI,trlct Offlc.. Of" by cIlllng the ,peela. 20ft-hour ~....,.lna ..rvlcl
~r. 'or far.. orderlngl In PannlvlvenSs 1.100-562-2050, out.lde Pennlvlvlnl, ~ within lOCI.
H,rrl,bur. .r.. (717) 7.7-1.94, TDDI (717) 771-2152 (H..rlna r.,.lrld Only).
CBJECTIONS, Any p.rty In lnt.r..t not ..tl"lad with ~ -.,r.....ent, .llov~. or dl'allow~. of ~ctlon. or ......aent
0' tax Clncludlnt dllcount or Int.r..t) .. shown on thll Hotlc. .av ObJ.ct within .I.ty C6a) dlY' 0' r.c.lpt of
thll NoUe. byi
.u..rIUen protut to tt. Pi Dep.rt....t 0' R.venutl, loard of Appa..., Dept. 211G11, Harrisburg, Pi 1712."10,21, OR
....IHUng to hw. tM .att.r d.hr.lned It tM 8Ud1t 0' tt. acCCM.W'lt of tM PlnONI r.pruant.Uv., OR
."appall to tt. Orphan.' Court
AllHIN"
ISTAATlYE
CORRECTIONS.
Factualarron dheov.nd en thh ........"t lhould b. addrauld In "rlUna tOI PA Dep.rtNnt of RIVIrIUI,
tur..u 0' Individual T...., ATTNI Po.t A......ant R.vl... unit, DEPT. Z.a'Dl, Harrl.burg, PA 17128-0601
~ (717) 7.7-6SD5. I.. page 5 0' tt. bookl.t "In.tructlon. for Inhlrltanc. T.. Rlturn 'or. A..ldlnt
Decadent- CREV-llal) for In 'kPI~tlon of ~lnl.tr.tl".lv correetlbl. .rror..
DISCOUHT I
If any tlM due I. p.ld within thr.. (S) c.l~r ~th. .,t.r tt. dacadent'. d..th, a fl". p.rcant CI_)
discount 0' thI t'M paid II .Uowed.
PENAL TV.
Th. 15_ tIM .-MI.ty non-p.rtJclpaUon PMlltv II co.puttd on t~ total of t~ t.M and Intar..t .......d, Md not
p.ld tM'or. JlnUlry II, 1'96, tM flnt dIIy .ftar tM and of tM taM IIWlIlty parlad. Thl. non-participation
ptfWl h .. lIPPI.labla In tt. .... ...,.r and In tt. thI .... u.. ~r lad .. ~ou would IIPPI.I tha talC and Int.rllt
tMt h.. MIn ......IMS a. Indica tact on thl. notlc..
INTERfIT I
Int.n.t h chlrgad bellmlnt "Ith first day 0' del1nquancy, or nlM C') Mnth. Md OM (lJ day
'r. the dlit. of ....th, to t~ data of P'YHf'tt. TaM.. Nhlch bee... dlUnquant bailor. January I, I'll
blar I"t.r..t at the rat. of IIx' C6X) plreant p.r ....... c.lcul.t~ at . dalb rat. 0' .IDU....
All ..... which bee... "'l1nquant on or .ft.r JWlUlry I, 191Z "Ul baiar Intarllt at . rat. which ..UI v.rv 'r.
calendar y..r to cal....r y.ar ..lth that r.t. MnOUnCad by the PA Gapart..,t 0' A........ Thai appl1ubl.
Int.r..t r.t.. 'or 1'.1 through 1". .r..
Yllr Int.rllt A.t. D.lh Int.r..t FMtor Y..r Int.r..t Aat. O.llv Int.r..t Feotor
ItU ZaX .aDDSU .9.7 'X .001147
uas UX .DOD4" 19u"I"1 IIX .oann
It" IIX .ooasal I'" OX .000147
Ins ISX .DOOSS6 1995"19t4 n ,Da0191
It.. lOX .ODon4 1995".". ox .000147
..Inhr..t I. c.lcul.tld .. 'ollowlI
JICTEREST . BALANCE OF TAX UNPAID X IfU"BER OF DAya DELJHQUEIf1' x CAILY JtfTEIlEST FACTOR
nAny Notice llsued .ftlt thl tax bK.... daUnquant ..Ill rallaot In Intera.t c.lculatlon to flft..... (15) dliy.
tMo:rond \hi Nt. of the ........,t, If p.lttMInt .. ..... .ft.r tha Inte,..t cOllpUteUon Nt. Ihow'I on tha
Notle., ~ltlonal Int.r..t .u.t be c.lcul.tld.
/5"-'13 -?,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
-
G
BUREAU OF INDIVIDUAL TAXES
IHHlAITAHCE TAX DIVISION
DtPT. 110601
HARRISIURa, Pi 17.'..0'01
"'.IU''',,, III.t1l
RANDY L GOSHORN
34 EAST ST
MT HOLLY SPRINGS PA
DAT!
ESTATE OF
DAT! OF DEATH
FILE NUMBER
COUNTY
ACN
MINERVA
I
17065
03-16-98
GOSHORN
04-25-95
21 95-0514
CUMBERLAND
95144408
Mount R_Ittod
MAKE CHECK PAYABLE AND REMIT PAYMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
C"RLISLE, PA 17013
NOTE I To tn8ur. proper credit to your account, .~lt the upper port ton of thl. fD~ with your t.M p.y-.nt.
CUT ALONO THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiiWUiiij-iii-AFP-ioy:m-------ii..--iNHilliTANci--TAx--s'i'AfiHifNT-ii"-Aifcoi.iN'f--ii.ii----------------m--
ESTATE OF GOSHORN MINERVA G FILE NO. 21 95-0514 ACN 95144408 DATE 03-16-98
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE NANEO ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTB, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE,
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 02-02-98
PRINCIPAL TAX DUE ._........__..._______.....__.__
PAYMENTS CTAX CREDITS).
PAYMENT
DATE
01-24-96
02-25-98
RECEIPT
NUMBER
AA082569
REFUND
DISCOUNT C+)
INTEREST/PEN PAID C-)
.00
.00
AMOUNT PAID
231.84
231. 84-
o
...
>i
LJ
l::'l
, )
..;
" '
" :i
,jo
.00
,00
,00
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS OATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN .1,
NO PAY"EHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIOHS. I
G
.00
"
PAYtEHY.
Dehch thli top portion of thb NoUc. Md IUblllt with your PIWHnt ..de p'vllbl. to tM n-. Md Mdr...
prlntN on the rl"I"e dde.
If REIIMHT DECEDENT ... cheek or lIOMy order plvllbl, tal REGISTER OF WILLS, AGENT.
If NOH-REllDENT DECEDE:HT aek, eheck or MHMV ord.,. JI.y8bl. tal CotIttOtNEAL TH OF PENNSYLVANIA.
REflIID (CAll A refund of I tl. credit, NhSch ".. not r.~.t'd on the T.. Alturn, "11' tJ. r-.uelted by coapteUna ."
"App1JCIUon for R.fund of P""',I".,I, InhlrJtencl end Eltet, 'I)COO UtEV-1U5J. AppUnUon. Ira .".11_1. It
the Dfflcl of the A".lt.r of Willi, any of the IJ Aavenue Dlltrlct D"lc.. or fro. the o.plrt-.nt'. 24-hour
an.werlna ..rvlel nuaber. lor for.. ordarlng. In Penn'Ylv~l. .-'00-362-2050, out, Ida PennsVlvant.
~ within 10cIl Hlrrlaburg ..... (717) 7'7~.094, TOOl (717) 772-2252 (Halrlng l~.lred only).
RfPLY TOt Question. ....-,dlnt '",-or. cont'IMd on this noUc. should k Mdr...ed tal Pi o.p,,.,..,.., of R.v.".,.., au,...,
of Individual T...., ATTNI Paat A.....-.nt R.vl~ unit, Dept. ZIO'Ol, Harrl.burg, PA 17121-0601, phone
(717) 717"6505.
DISCOUNT. If wty tex due h p.ld within th,... (5) c.1end.r .onth. .ft.,. the dec:ecMnt'. d..th, . fin ~rCMt Uln dhcDWlt
of the tex paid h aUowed,
PENALTY. Th. 15% te. hM.ty non-p.rtlclp.Uon PM.lty Ia COllput.d on tM total of tM b. and Int.rau .......d, end not
paId b.fo,.. January II, 1996, the flr.t d.y .ft.r the ..,., of the ta. .....ty p.rlod.
INTEAfST. Int.r..t 1. ch.rged bealnnlng with fl,..t d.y of d.1Inquency, or nine (9) MOnth. ~ an. (1) d.y fr~ the data of
d.ath, to the data of p.y'ant. la... which b.e... delinquent b.for. Janu.ry 1, 1912 b..r lnt.rut .t the rat. of
.IN ('~) p.rcent p.r ~ c'lculat'd .t a d.lly r.t. of .000164, All t.... Which bee... delinquent on end "t.,.
Janu.ry 1, 1912 wUI b..,. Int.r..t .t . nt. Which will "'.ry froe c.lend.,. y..,. to c.lltld.,. YI.,. with thlt rata
~Id by thl PA Dep.rt-.nt of R.",~. The applICable Intar..t ,..te. 'or 19" thrOUGh 1991 .r..
y..,. Int.,...t Altl DIlly Int.r..t Factor V.ar Intar..t R.t. aally Int.r..t Feetor
1912 10~ ,000541 1917 9X .000247
.913 IU ,000431 1"1-1991 IIX .OODSOI
1"4 IIX ,000501 1"2 'X .000147
191. IU ,000556 1 "J-l'94 r.c .00019'
1.16 IU ,000274 1995-1'" 9X .000147
.-Inter..t I, calculat~ .. folll*'1
IHTERElT . BALAHCE OF TAX UHPAID X HUHIER DF DAVS DELIHQUENT X DAILV INTEREST FACTOR
uAny NoUce Ia.u.d .ft.r the tn beeo... delinquent will r.flect ., Int.r..t cllcul.tlon to 'ift..., Ill) day.
b.yond the date of the ........nt. If PIPlnt II .Id. afta,. the Int.rut CHpUt.Uon d.t. .hown an the
Notle., .dcUtlonll Int...... ....t tM calcul.tld.
-
,
.,
JOHN H, BROUJOS
HUBERT X, ctLROY
CHRISTOpHER C, HOUSTON
BROUJOS, GILROY B HOUSTON. P. c.
^lTORNIlYS ^T I-^W
.. NOknt tl^NOVtR ~ntJ;I:T
~RLISLE, I'ENNSYLV^NI^ 17013
"17.2"3.4~74
NON. TOLL fOR I.fARI\I~nUflC ^flEN
717.180.1600
rAXI;!4J.0221
November 17, 1995
Mary C. Lewis
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
()Il
.:-)
RE: Esta te of Minerva Grace Goshorn
File No. 1995 - 00514
Date of Death: April 25, 1995
f"..'
'.
Dear Mary:
I certify that notice of beneficial interest required by Rule 5.6
of the Orphan's Court Rules was served on or mailed to the
following beneficiaries of the above captioned estate on the 14th
day of November, 1995:
Janet L. Hopple
30 East street
Mt. Holly Springs, PA 17065
12 E. Locust Street
Mechanicsburg, PA 17055
36 East Street
Mt. Holly Springs, 17065
R.D. 2, Box 100-28
Newville, PA 17241
Louetta F. Hopple
Harry E. Goshorn
Dennis T. Goshorn
Theresa K.Nelson
34 East Street
Mt. Holly Sp~ings, PA 17065
32 East Street
Mt. Holly Springs, PA 17065
32 East Street
Mt. Holly Springs, PA 17065
Max W. Goshorn
Francis R. Goshorn
Cross Keys Methodist Church c/o Lucy Vawn, Treasurer
Box 145
East Waterford, PA 17021
..
. ...
Mary C. Lewis
November 17, 1995
Page 2
All persons entitled to receive notice have received this notice.
I file this certification pursuant to Rule 5.6 and in my capacity
as attorney for the Estate of Minerva Grace Goshorn.
Yours Sincerely,
~
Hubert x. Gilroy
bc
aal Janet L. Hopple.
"
. ~