HomeMy WebLinkAbout95-00681
CU~lBERLAND
Register of Wills of County. Pennsylvania
PETITION FOR GRANT OF LETTERS
ESlate 01
Ruth E. Goss
No. dl- 9 6'"- ~,q I
also known as
. Deceased
SocIal Security No, j,f9. tJ9- 0418
.
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ICOMPLETE "A" OR "B" BELOW:I
~
A. PrObate and Gram of Lerrers and .WfH Ih.lt Pehtlonertsl Is/tHe thl! e"~cut~ l1amutJ Ifl the Last Will of the
Decedenl. daled Ma r c h 13. 1992 and COd'C'lIsl daleo
..... .-...., ,,"......._". . ,I.. .--......, ....to ..,.."",.., fl.
Excepl oa 'ollow.. Decedent did noc merty. wu not divorced, and did noc have II child born or .dopled alte, execution of Ihe dacum,nlt offered
lor probe.a: w.. nol the victim 0' . killing end was nav"r ed/udlclted i!lcompotonl:
a
B. Grant of Letters of A<Jmlfllsrrallon
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Petltlonerfs) after a proper search has/have aSCertained that Decedent leh no Will and was survived by the follOWing sPouse
"' any) and heirs:
Name
Relalionshlp
ReSIdence
:I tiDe. dlllonll sheat. I nllc.ua,y,
OeC8C18nt was domiciled
reSidence at
"I death in Cumbe r land
a Road. Ap t. H 2
County. Pennsylvania. with nls/ht!r lase famllv: or PjlnCIPal
Enola PA (Borou h of West Fairview
~.. ,,,_, I......... ..~I"..-......tI
D"r.e~"nl. then ---!lL vears of "oe, died All g
2R
, 19l1, al 51 0 S.
Enola Road.
"...-." Enola,
Apt. H 2
PA 17025
45.000.00
OttCljd'Jnl III dOdth owned ptOporly \'wllh lhllnll.1lad values 1.111 lalluw.:
lU domlcllad In PAl All plHS0l1111 p'CJpatly S
1If nOI domiciled In PAl Petlonnl ptoperty In p,.nnsylvanuJ . , S
III nOI domIciled in PAl P'tlonal ptOplttly 1M COUnty. . , . , , , . . . , , . . , . , , , . . . , . , , S
Velue 0' taal '1lala In P"nnlylvanilJ ,.,",.".,"',.",.."."...",.,...".,.. S
Real e~llIta Silu'ledT:;'/Oli~~~:" , , "NI A"'.'. ..".,."" " . , . ,.,...., ., '" ,', " ., , ",.., S
N/A
de; nnn
nn
Where lot.. Pellrionerlsl respectfully reQuIIUI' Ihe ptalJale 0' tho lOll Will and COdiciUI' preunfed wilh fhiM Petlllon and the granl 01 lonot. in Iho
upprorJtuna 'atm fO lhe underSigned:
Tvped Ot printed nanlO dnd tltSldence
Leonard Portzline
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Pe:ilionerfsl above.named swearlsl and afflrmlsl that the statoments in the foregoing Petition are true and
correct to the bost of :he knowledge and belief of Petitionerls) and that. as personal representatlvels) of the Decedent.
Petiflonerls) will well and truly adminis:er the estate according ~aw,~
Sworn to and affirmed and subscribed tS7:&:; ---~~ ::I>
before me this 7TH
day of
2;' ~c, 7J
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DECREE OF REGISTER.
Es:ate of Ruth E. Goss
Deceased
also known as
Social Security No: -L6'9 - tJ Y-061,f? Date 01 Death:
August 28 , 1995
AND NOW. SEPTEMBER 12, . 19.J!L. In consideration 01 the Petition
on the rBverse side hereon. satisfactory proof having been presented before me.
IT IS DECREED that letters W Testamentary 0 of Administration
are hereby granted to
~".. ....... ,_...~....,.. ,......,...~_..... ,...,......"..~-,~..
in the above estate and that the instrument!s). if any, dated MARCH 13, 1992
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters........................... $ 80.00
71l! ~l!::.~{'< ~ k f#s ~.
MARY C. LEWIS
Short Certlficatels).......... $ 3.00
Renunciation.................. $
Affidavit I )................. $
Extra PagBS ( I............ $ 15.00
Codicil.......................... $
JCP FBe........................ $ 5.00
Inventory & Tax Forms... $
Other............................ $
Jean D. Seibert, Esq.
41713
A [torney:
I.D. No:
Address:
109 Locust Street
Harrisburg, PA 17101
717-236-9301
SEPTEMBER 12, 1995
TOTAL................ $ 103.00
Telephone:
DATE FilED:
R11-7.
Mailed letters and order to Executor on 9-12-95.
,
.
LAST WILL AND TESTAMENT
OF
RUTH E. GOSS
I, RUTH E. GOBB, of West Fairview Borough, Cumberland
County, Pennsylvania, being of sound mind, memory, and
understanding, make, publish, and declare this to be my Last
Will, and hereby revoke all wills and codicils previously mads by
me.
ITEM I. I direct my executor hereinafter named to pay
all of my legal debts and funeral expenses, including the cost of
my gravemarker, and administration expenses of my estate, as soon
as practicable after my death.
ITEM II. I give and bequeath my fur coat to my
daughter, LUCILLE SHUMAKER, of Glendale Heights, Illinois,
absolutely and forever.
ITEM III. I give and bequeath all of my automobiles,
jewelry, wearing apparel, books, pictures, household furniture
and furnishings, and all other articles of household and personal
use or adornment, except as set forth in Item II hereof and not
including cash or securities, to my daughter, LUCILLE SHUMAKER,
my son, PAUL PORTZLINE, my son, LEONARD PORTZLINE, my step-son,
GLENN R. GOSS, my daughter-in-law, ELSIE PORTZLINE, my
step-daughter-in-law, LUCILLE GOSS, and my son-in-law, EUGENE
RICHARDSON, to be divided among them by my executor with due
regard for their personal preferences in as nearly equal shares
as practical. My executor shall have complete discretion to
chopse the method of division of said property among these named
beneficiaries.
ITEM IV~ All the rest, residue, and remainder of my
property and estate of every kind and nature, and wheresoever
\
,
,
situate, including all lapsed legacies and bequests, and
including any property over which I may have a power of
appointment at the time of my death, I give, devise, and bequeath
as follows:
A. One-eighth (1/8th) thereof to be divided equally
between CATHY A. RICHARDSON and SUSAN R. KIRKLAND, children
of Catherine M. Richardson;
B. One-eighth (1/8th) thereof to my daughter,
LUCILLE SHUMAKER, or if she is not then living, to her issue
per stirpes;
C. One-eighth (1/8th) thereof to my son, PAUL
PORTZLINE, or if he is not then living, to his issue per
stirpes;
D. One-eighth (1/8th) thereof to my son, LEONARD
PORTZLINE, or if he is not then living, to his issue per
stirpes;
E. One-eighth (1/8th) thereof to be divided equally
between KATHY MOSSO, or if she is not then living, to her
issue per stirpes, and EDWARD PORTZLINE, or, if he is not
then living, to his issue per stirpss;
"
F. One-eighth (1/8th) thereof to my
step-daughter-in-law, LUCILLE GOSS;
G. One-eighth (1/8th) thereof to my step-son,
GLENN R. GOSS, or if he is not then living, to his issue
per stirpes;
H. The remaining one-eighth (1/8th) thereof to be
divided equally among the EVANGELICAL CONGREGATIONAL
RETIREMENT VILLAGE of Myerstown, Pennsylvania; WYNDAMERE
EVANGELICAL CONGREGATIONAL CHURCH of LeWisberry,
Pennsylvania; and the EVANGELICAL CONGREGATIONAL SCHOOL OF
THEOLOGY of Myerstown, Pennsylvania.
- 2 -
,
ITEM V. All estate, inheritance, legacy, succession,
or transfer taxes, including any interest and penalties thereon,
imposed by any domestic or foreign law with respect to all
property taxable under such laws by reason of my death, whether
or not such property passes under this Will, by operation of law,
by contract, or otherwise, shall be paid without any right of
reimbursement from any recipient of any such property, without
any right of apportionment, and without postponement.
ITEM VI. Should any person entitled to a share of my
estate be a minor, at the time of distribution to him or hsr, and
should the value of such property be more than the amount which
may be paid or delivered to him or her or in his or her behalf
without the appointment of a guardian or other fiduciary or the
delivery of security, such share shall be paid and distributed to
my Trustee hereinafter named to be held IN TRUST and managed,
invested, and reinvested, together with the accumulation of
income thereon, if any, and the Trustee shall use and apply from
time to time such portion of the income and principal thereof as
it deems necessary or desirable for the minor's ressonable
maintenance, support, and complete education, including
preparatory, college, post-graduate, or professional training, or
to make such payment for such purposes to the guardian or person
with whom such minor resides or directly to or for the benefit of
the minor without further responsibility to such minor or any
person taking care of such minor, and when such minor attains the
age of twenty-one (21) years, any principal or income not so paid
or applied shall be distributed to such minor, or if he or she
dies prior thereto, to his or her personal representative.
ITEM VII. In addition to the powers granted by law, my
personal representative shall have the following powers.
- 3 -
Commonwealth of Pennsylvania
ss:
County of Dauphin
I, the Testatrix, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to
law, do hereby acknowledge that I signed and executed 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.
. "
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Testatrix
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SWORN to or affirmed to and acknowledged before me by the
above named Testatrix this /.Jtit- day of ~ , 1992.
~ ~ cUb---...___
Nota Public
My commission expires:
(SEAL)
oj,., Jd,\L ~,f:"L
JO AlIII AU.f~MI. NOla,'y Public
nauph I n County
"'1 Conmlsslcn [.piros lI~rch 8, \993
Commonwealth of Pennsylvania
County of Dauphin
)
)
)
ss:
We, the undersigned 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 Testatrix
sign and execute the instrument as her Last Will; that she signed
willingly and that she executed it as her free and voluntary act
for the purposes therein expressed; that each of us in the
hearing and sight of the Testatrix signed the Will as witnesses
and that to the best of our knowledge the Testatrix was at the
time eighteen (18) or more years of age, of sound mind and under
no constraint or undue influence.
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~1\D OQo ffl \ r. ~A .Il+a!f1 ~
SWORN or affirmed to and acknowledged before me by the above
named witnesses this /.;J1:# day of ~ ,1992.
G)a~~
Not~ Public
My commission expires,
(SEAL)
NOTARIAL SEAL
JO ANN ALLE"^N. Notary Public
Dauphin County
141 Co","lsslon [,plros Harch B. 1993
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CERTIFICATION' OF NOTICE' UNDER 'RULE: 5 :6 (a') ,',
.:"'n;";
Name of Decedent:
Ruth E. Goss
August 28, 1995
Date of Death:
Wil.l No. 1995-00681
Admin. No.
To the RegisLer:
I certity.that notice of beneficial interest required by
Ruie 5.6(a) of the Orphans: Court Rules was served on or mailed to
the (ollowing beneficiaries of the above-captioned estate on
9-20-95 :
Name Address
Leonard Portzline, 510 S. Enola Road, Enola, PA 17025
Lucille Shumaker. 747 Easv St.. GlendRle Heignt~, TI ~nl,7
Paul Portzline, 510 Third St., Enola, PA 17025 '
Elsie Portzline. 1 Market St.. GrRtz, PA 170,0
Glenn R. Goss, 292 Cinnabar Lane, Yardley, PA 19067
Lucille Goss. 502 Elizabeth 'Drive, Apt. ,1,. l~nrR~ter. Ph 17~nl
Eugene Richardson, 7231 Jefferson St., Harrisburg, PA 17111
Cathy AI), Richardson. 168 E. ,Green Valley r:;rrle, NewRrk, OF. 10711 (rnnHnllPd h.,lnw)
Susan Kirkland, 11 Dishley Drive, Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
(
4 /
Date: tt:' ,~)/M;';;uJr-2.~ /'lI~
Kathy MOSSO,~331 E. Market St., York, PA 17403 Nam
Edward Portzline, 3884 Baird Road, Stow, OH 44224
Evangelical Congo Retirement Village, 215 S. RailA~~~B
Myerstown, PA 17067
Evangelical Congo School of Theology, 121 S. College St.
Myerstown, PA 17067
Wyndamere Heights Evan. Congo Church
736 Wyndamere Road, Lewisberry,
ura
Jean D. Seibert, Esq.
109 Locust St., Harrisburg, PA
17101
PA 17339 Telephone ( 71Y
Capacity: Personal
236-9301
Representative
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representative
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Name(s) ,
address (es )a!ld,tel!'lphone . !1umbe~ (S) ,,0 f. ~p counsel
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Address ' Telephone
Name
Jean D. Seibert, Esq". 109.LoCU5t-St.." Harrisburg, PA
1710i. '.' "236-9301
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Addltional information maybe~btained from the undersigned.
Date
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Signature
Name Jean D. Seibert, Esq.
. .. AddresstOO"Locust Bt. I" ,'..
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Harrisburg, PA..17101
Telephone 717-236-9301
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Personal, Representative
Counsel". for. personal
representative
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 1995-00681
FIRST AND FINAL ACCOUNT
Leonard Portzline, Executor
for
ESTATE OF RUTH E. GOSS, Deceased
D8te of Death:
Date of Executor' a Appointment:
Date of First Advertisement of Letters:
The Sentinel
August 28, 1995
September 12,1995
Cumberland Law Journal
September 20, 27 &
October 4,1995
September 22, 29 &
October 6,1995
May 12,1996
Accounting for the Period of:
-'
Purpose of Account: Leonard Portzline, offers this account to acquaint interested parties
with the transactions that have occurred during his administration.
The 8ccount also indicates the proposed distribution of the estate.
It is important that the account be carefully examined, Requests for 8dditional infonnatlon
or questions or objections C8n be discussed with:
Leonard A. Portzline
510 South Enola Road
Apartment I
Enola, PA 17025
or
Jean D. Seibert, Esquire
WION, ZULLI & SEIBERT
109 Locust Street
Harrisburg, PA 17101
(717) 236-9301
.
SUMMARY OF ACCOUNT
P8ge
Current
Value
Fiduciary
Acquisition
V81ue
Principal
Receipts
3
$66,868. I 2
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administrative Expenses
Federal & State Taxes
Fees & Commission
Family Exemption
4
4
5
6
6
6
999.69
3,670.37
2,027.25
1,951.99
2,090.00
12,73930
Principal Balance on Hand before Distribution
Less Advance Distribution of Tangible Personal Property
Principal Balance on Hand
54,128.82 .
1,55000
52,578.82
Incnme
Receipts
Less Disbursements
Income Balance on Hand
7
9
2,265.58
575 60
1,689.98
Combined Balance on Hand
54,268.80
2
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory
(Valued as ofDate ofDeath)
Cash and Personal Property:
Fulton Fund account #9901-36655 at Fulton Bank
Interest accrued to date of death
Certificate of Deposit #060-0076212 ot Fulton Bonk
Interest occrued to date of death
Certificate of Deposit #061-0005605 at Fulton Bank
Interest accrued to date of death
Fiduciary
Acquasition Volue
$3,951.47
4.88
10,000.00
165.79
17.753.30
385.44
Blue Cross - refund
Dr. Grossman. overpayment
Patriot News - refund
Tangible personal property of decedent oppraised by Chuck Bricker
08-28-95
08-28-95
08-58-95
09-14-95
09-28-95
09-29-95
03-08-96
Total Inventory
Receipts Subsequent to Inventory
(Value When Received)
Checking occount number #0600-19812
at Fulton Bank ·
Certificate of Deposit #222-0061035 at
Fulton Bank ·
Interest accrued to date of death
Account #3619746, John Hancock Sovereign
Bond Fund Class A ·
Burial Certificote of Deposit
Prudential
Metropolitan Life
Refund from telephone company
Total Receipts Subsequent to Inventory
63.60
5.29
4.80
1,55000
$33,884.57
$ 2,661.01
14,230.40
19.49
8,117.32
3,569.96
1,021.65
3,354.03
969
532,983.55
566,868.12
Total Receipts of Principal
· Joint asset, held with Leonard Portzline, gifted bock to estate.
3
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DISBURSEMENT OF PRINCIPAL
DebtR of Decedent
08-28-95 Pennsylvania Power & Light Co, $ 60.48
09-04-95 Hamsburg Dairies 15.50
09-05-95 Leonard Portzline - rent 200.00
09-06-95 Sammons Communications 19.98
09-26-95 Bell Atlantic 45.60
09-27-95 Bonite Portzline 200.00
09-29-95 Kathy Mosso 100.00
10-10-95 Barbaro Portzline 200.00
11-12-95 Barbara Portzline 100.00
03-25-96 Holy Spirit Hospital S813
$999.69
FUMrRI Rl(pen!les
09-01-95
Reeds Zion Lutheron Church - $ 280.37
Funeral luncheon
09-02-95
Gratz Simeon Evangelical Congregational 40.00
Church
09-25-95
Richardson Funeral Home 3,300.00
09-27-95
Thomas Hepler - Headstone so 00
4
$3,670.37
"
Adminigtrative Expenseg
09-08-95
10-02-95
10-04-95
10-06-95
11-05-95
11-05-95
11-05-95
11-09-95
12-01-95
12-04-95
12-04-95
12-13-95
12-15-95
01-02-96
01-02-96
01-17-96
02-03-96
02-03-96
02-09-96
03-04-96
04-03-96
04-10-96
04-19-96
Chuck Bricker Appraiser
Leonard Portzline - rent
Pennsylvonia Power & Light Co.
Checkbook Fees
Leonard Portzline
Bell Atlantic
Pennsylvania Power & Light
Bell Atlantic
Wion, Zulli & Seibert reimbursement
for expenses:
Register of Wills
Cumberland County Law Journal
The Sentinel
Leonard Portzline
Pennsylvania Power & Light
Barbara Portzline
Bell Atlantic
Pennsylvanio Power & light
Leonard Portzline
Bell Atlantic
Leonard Portzline
Pennsylvania Power & Light
Bell Atlontic
Pennsylvania Power & Light
Pennsylvanio Power & Light
Lena Hoffinan
Leonard Portzline
$ 50.00
200.00
29.25
14.84
200.00
71.28
21.63
16.62
109.00
40.00
6889
217.89
200.00
11.58
200.00
16.62
11.67
200,00
16.62
200.00
8.75
16.62
8,40
9.02
50.00
136.46
Reserve to Pay:
Wion, Zulli & Seibert
Copies, postage & filing
fees for inheritance tax
from family settlement ogreement S 120 00
Total Administrative Expenses
5
$2,027.25
Federal and State Taxes
11-22-95 PA Dept. of Revenue Inheritonce Tax
04-18-96 P A Dept. of Revenue Inheritance Tax
Reserve to pay additional PA Dept. of Rev. Inheritance Tax
Reserve to pay fiduciary income tax
$1,686.89
15.10
185.00
6500
$1,951.99
Fees and Commission'
12-01-95 Wion, Zulli & Seibert, partial attorney
fees
Reserve to Pay:
Wion, Zulli & Seibert remaining, ottorney's
fees
$ 1,045.00
$ 1,04500
$2,090.00
. Family Exemption:
Reserved to PBY Leonard Portz1ine
$ 2,000.00
Total Disbursements of Principal
Total Principal Balance on Hand Less:
Advance Distribution of Tangible Personal Property
Remaining Principal Balance on Hand
$12,739.30
1,550.00
$52,578.82
6
RECEIPTS OF INCOME
Income from Personal Property
Interest:
09-08-95 Interest on Fulton Fund S 8.43
Account #9901-3655 at Fulton Bank
09-08.95 Interest on NOW Checking Account 4.53
Account #060079812 ot Fulton Bank
09-18-95 Interest of Certificate of Deposit 60.55
Account #222-0061035 at Fulton Bank
10-10-95 Interest on Fulton Fund 8.30
Account #9901-36655 at Fulton Bank
10.10-95 Interest on Fulton NOW Checking Account 3.14
Account#0600-198 12 at Fulton Bank
10-18.95 Interest on Certificate of Deposit 58.60
Account #222-0061035 at Fulton Bank
10-27-95 Interest on Certificate of Deposit 246.30
Account # 060-0076212 at Fulton Bank
11-10-95 Interest on Fulton Fund Account 9.28
Account #9901-36655 at Fulton Bank
11-10-95 Interest on NOW Checking Account 2.66
Account #0600-19812 at Fulton Bank
11.20.95 Interest on Certificate of Deposit 60.55
Account #222-0061035 ot Fulton Bank
12-08-95 Interest on Fulton Fund Account 8.01
Account #990-36655 at Fulton Bank
12.08.95 Interest on NOW Checking Account 1.59
#0600-19812 as Fulton Bank
12-18-95 Interest on Certificate of Deposit 58.60
Account #222-0061035 ot Fulton Bank
7
01-10-96 Interest on Fulton Fund Account 8.39
#990-36655 at Fulton Bank
01-10-96 Interest on NOW Checking Account 1.43
#0600-19812 at Fulton Bank
01-18-96 Interest on Certificate of Deposit 60.46
#2220061035 at Fulton Bank
02-09-96 Interest on Fulton Fund Account 8.46
#990.36655 at Fulton Bonk
02-09-96 Interest on NOW Checking Account .77
#0600-19812 at Fulton Bank
02-20-96 Interest on Certificate of Deposit 6D.42
#222.0066035 at Fulton Bank
03 -08-96 Interest on Fulton Fund Account 7.25
#990-36655
03-08-96 Interest on NOW Checking Account .22
#066-19812 at Fulton Bank
03-20-96 Interest on Certificate of Deposit 51.96
-' #222-0061035 al FultonJ~ank
04-08-96 Interest on F\.!\ton Fund AccOIlnt 8.14.
#9901-36655 at Fulton Bank '.
'.
,
04-10.96 Interest on NOW Checking Account .25
#0600-19812 at Fullon Bank
04-19-96 Interest on Certificate of Deposit 229.14
#60-0076212 ot Fulton Bank
04-19-96 Interest on Certificate of Deposit 1,087.46
#61-0005605 at Fulton Bonk
04.19-96 Interest on Certificate of Deposit 1.79
#222-0061035 ot Fulton Bank
04-19-96 Interest on Fulton Fund Account 2.11
#9901-36655 at Fulton Bank
8
04-19-96 Interest on Certificate of Deposit 55.55
#222-0061035 at Fulton Bank
04-22-96 Interest on Account #3619746. John Hancock 151.18
Sovereign Bond Fund. Closs A
05-12-96 Interest on NOW Checking Account 06
#060019182 ot Fulton Bank
TOTAL S2,265.58
DISBURSEMENT OF INCOME
08-28-95 Credit for accrued interest shown on S 4.88
inventory 88 principal as of date of death
on Fulton Bank, Fulton Fund Account
#9901-36655
08-28-95 Credit for accrued interest shown on 165.79
inventory as principal as of date of death
on Fulton Bank Certificote of Deposit
#060-0076212
08-28-95 Credit for accrued interest shown on 385.44
inventory 88 principal as of date of death
on Fulton Bank Certificote of Deposit
#061-0005605
08-28-95 Credit for accrued interest shown on 19.49
inventory as principal as of date of death
on Fulton Bank Certificate of Deposit
#222-0061035
TOTAL S575.60
9
SCHEDULE OF PROPOSED DISTRIBUTION
Current Fiduciwy
Value Acquisition Value
. 1. Leonard PoI1zline 6,783.60 6,783.60
2. Lucille Shumaker 6,783.60 6,783.60
. 3. Paul PoI1zlinc 6,783.60 6,783.60
. 4. Glenn R. Goss 6,783.60 6,783.60
,5. Lucil1e Goss 6,783.60 6,783.60
. 6. C8thy Richardson 3,391.80 3,391.80
.7. Susan Kirkland 3,391.80 3,391.80
. 8. Kathy Mosso 3,391.80 3,391.80
. 9. Edward PoI1zline 3,391.80 3,391.80
. 10. Evangelical Congregational 2,261.20 2,261.20
Retirement VilIoge
. 11. Evangelical Congregational 2,261.20 2,261.20
School of Theology
12. Wyndamere Heights 2,261.20 2,261.20
Congregotional Church
TOTAL
$54,268.80
$54,268.80
10
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned, a legatee in the
ESTATE OF RUTH E. GOSS,late of West Fairview Borough, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that he has received of and from
LEONARD PORTZLINE, Executor of the ESTATE OF RUTH E. GOSS, deceased, the
sum of$ 6,783.60 , os shown on the First and Final Accounting doted May 12, 1996,
representing a 1/8 share in the said estate.
This is in full satisfaction and payment of such sum or SunlS of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said LEONARD PORTZLINE, Executor, his successors
and assigns of and from the said legacies and bequests, and of and from all actions, suits,
payments and accounts, reckonings, claims and demands whatsoever, for or by reason
thereof, or from any other accounts, matters, couse or thing whatsoever, from the beginning
of the world to the day of the date of these presents; and the undersigned does further hereby
covenant and agree that should any liability come due to the estate of the said decedent after
the signing of this Receipt and Release, including any further amount detennined as due and
owing because of Pennsylvania Inheritance Tax, the undersigned does hereby covenant and
agree that he or she will contribute pro-rata, his or her share of the estate to satisfy any and
all claims, demands, suits or causes of action which may be successfully prosecuted against
the said estate or the aforesaid Executor after the signing, sealing and delivel)' of this
Receipt and Release.
day of
IN WITNESS, I have caused this Receipt and Release to be executed this
c;~~
17
-
.1996.
WIL)2,
-J (rJr~
(Seal)
,-' ."
PETER P SgTARIAL SEAL
Ponn'dol ~.~~S:J~kll~.ry I'ltbl.. I
Mv Cammlulon Explr.. NOY?J'5~VI999 ,
N,mh", ',nnIVlv.nf. Alloelltlon 01 Not.rl.,'
Commonwealth of Pennsylvania
County of \6l"J~~
: SS
On this, the ~ of ~ ~E:.. . 1996, before me, a Notaly Public in
and for said Commonwealth and County, the undersigned officer, personally appeared
GLENN R. GOSS, known to me (or satisfactorily proven) to be the person whose name is
subscribed to the within Receipt and Release and acknowledged that he executed the same
for the purposes therein contained.
IN WITNESS WHEREOF, I here
PETER P. S~b~~~'kl ~F."l ..-.
M)c~m~;a,~;rl'j>ilc ( r oL} ~
M p raa N'uv. J S. J\h)~ (,
1mb.,. P,nnlylvlnll Allodlflon .,.. '"
nOI\..
..
~
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned, a legatee in the
ESTATE OF RUTH E. GOSS,late of West Fairview Borough, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that she has received of and from
LEONARD PORTZLINE, Executor of the ESTATE OF RUTH E. GOSS, deceased, the
sum of $ 3,391.80 , as shown on the First and Final Accounting dated May 12, 1996,
representing a 1/16 share in the said estate.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
-' AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said LEONARD PORTZLINE, Executor, his successors
and assigns of and from the said legacies and bequests, and of and from all actions, suits,
payments and accounts, reckonings, claims and demands whatsoever, for or by reason
thereof, or from any other accounts, matters, cause or thing whatsoever, from the beginning
of the world to the day of the date of these presents; and the undersigned does further hereby
covenant and agree that should any liability come due to the estate of the said decedent after
the signing of this Receipt and Release, including any further amount determined as due and
owing because of Pennsylvania Inheritance Tax, the undersigned does hereby covenant and
agree that he or she will contribute pro-rata, his or her share of the estate to satistY any and
..
'.
all claims, demands, suits or causes of action which may be successfully prosecuted sgainst
the said estate or the aforesaid Executor after the signing, sealing and delivery of this
Receipt and Release.
IN WITNESS, I have caused this Receipt and Release to be executed this //+tL
daYOf-I}lf'fIJJ .1996.
WITNESS:
r ./YJ ~nA-L
.
(l.l1r}~tY1MdiLlJ'1lU
Csthy A chardson .. . ..
(Seal)
. ,~- . il
4 "
"
State of Delaware
: SS
County of
On this, the 1/-fA day of ~.u...v
. 1996, before me, a Notary Public in
and for said Commonwealth and County, the undersigned officer, personally appeared
CATHY A. RICHARDSON,lmown to me (or satisfactorily proven) to be the person whose
name is subscribed to the within Receipt and Release and aclmowledged that she executed
the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
-;!iu .if ~
Notary Public
My Commission Expires: /-/3-:7 ?
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned, a legatee in the
ESTATE OF RUTH E. GOSS, late of West Fairview Borough, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that she has received of and from
LEONARD PORTZLINE, Executor of the ESTATE OF RUTH E. GOSS, deceased, the
sum oU 3.391.80 , as shown on the First and Final Accounting dated May 12, 1996,
representing a 1/16 share in the said estate.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents. remise, release,
quitclaim and forever discharge the said LEONARD PORTZLINE. Executor, his successors
and assigns of and from the said legacies and bequests, and of and from all actions, suits,
payments and accounts, reckonings, claims and demands whatsoever, for or by reason
thereof, or from any other accounts, matters, cause or thing whatsoever, from the beginning
of the world to the day of the date of these presents; and the undersigned does further hereby
covenant and agree that should any liability come due to the estate of the said decedent after
the signing of this Receipt and Release, including any further amount detennined as due and
owing because of Pennsylvania Inheritance Tax, the undersigned does hereby covenant and
agree that he or she will contribute pro-rata, his or her share of the estate to satisfy any and
all claims, demands, suits or causes of action which may be successfully prosecuted against
the said estate or the aforesaid Executor after the signing, sealing and delivel)' of this
Receipt and Release.
..J::b,
IN WITNESS, I have caused this Receipt and Release to be executed this ID
day of
__ T \J h e...-
.1996.
WITNESS:
:&if 7f~
(Seal)
L
Kathy Mosso
, ,
,
~
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned, a legatee in the
ESTATE OF RUTH E. GOSS,late of West Fairview Borough, Cumberland County,
Pennsylvania. deceased, does hereby acknowledge that she has received of and from
LEONARD PORTZLINE, Executor of the ESTATE OF RUTH E. GOSS, deceased, the
sum oU 6,783.60 ,as shown on the First and Final Accounting dated May 12, 1996,
representing a 1/8 share in the said estate.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
- AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said LEONARD PORTZLINE, Executor, his successors
and assigns of and from the said legacies and bequests, and of and from all actions, suits,
payments and accounts, reckonings, claims and demands whatsoever, for or by reason
thereof, or from any other accounts, matters, cause or thing whatsoever, from the beginning
of the world to the day of the date of these presents; and the undersigned does further hereby
covenant and agree that should any liability come due to the estate of the said decedent after
the signing of this Receipt and Release, including any further amount detennined as due and
owing because of Pennsylvania Inheritance Tax, the undersigned does hereby covenant and
agree that he or she will contribute pro-rata, his or her share of the estate to satisfy any and
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all claims, demands, suits or causes of action which may be successfully prosecuted against
the said estate or the aforesaid Executor after the signing, sealing and delivery of this
Receipt and Release.
IN WITNESS, I have caused this Receipt and Release to be executed this 10-+11
day of .:::rUn L
.1996.
'Ii'
t
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t.
~
WITNESS:
~t (1. ~1/~
oYutd,4 ~
Lucille Goss
(Seal)
..
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned, a legatee in the
ESTATE OF RUTH E. GOSS,late of West Fairview Borough, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that he has received of and from
LEONARD PORTZLINE, Executor of the ESTATE OF RUTH E. GOSS, deceased, the
sum oU 6,783.60 , as shown on the First and Final Accounting dated May 12, 1996,
representing a 1/8 share in the said estate.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said LEONARD PORTZLINE, Executor, his successors
and assigns of and from the said legacies and bequests, and of and from all actions, suits,
payments and accounts, reckonings, claims and demands whatsoever, for or by reason
thcreof, or from any other accounts, matters, cause or thing whatsoever, from the beginning
of the world to the day of the date of these presents; and the undersigned does further hereby
covenant and agree that should any liability come due to the estate of the said decedent after
the signing of this Receipt and Release, including any furthrr amount determined as due and
owing because of Pennsylvania Inheritance Tax, the undersigned does hereby covenant and
agree that he or she will contribute pro-rata, his or her share of the estate to satisfy any and
all claims, demands, suits or causes of action which may be successfully prosecuted against
the said estate or the aforesaid Executor after the signing, sealing and delivery of this
Receipt and Release.
IN WITNESS, I have caused this Receipt and Release to be executed this l-'t) Tt\-
day of
~ CJN.E-.
.1996.
WITNESS:
':bbvrl A-~
.~- ~~~ ~ (Seal)
Leonard Portzline . ,
Commonwealth of Pennsylvania
:SS
County of
On this, the /0 cl day of
\. Jon.._
. 1996, before me, a Notary Public in
and for said Commonwealth and County, the undersigned officer, personally appeared
LEONARD PORTZLINE, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within Receipt and Release and acknowledged that he executed
the same for the purposes therein contained.
,
,
IN WITNESS WHEREOF, 1 hereunto set my hand and official seal.
~Il~~
N Public
NoIorlal SaaI
Patrlcla A. Whlsle, No!8tJ l"ullIo
Lomoyn. 8oro, Cumberland CouriIlt
.. . My Commission Expl,.. Nov. 15, 1!lOt
My Conumsslon Exptrestdsmber, Pennsylvania AssocI,j,lon olllotams
//- 15-"9
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RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned, a legatee in the
ESTATE OF RUTH E. GOSS,late of West Fairview Borough, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that he has received of and from
LEONARD PORTZLINE, Executor of the ESTATE OF RUTH E. GOSS, deceased, the
sum ofS 3,391.80 ,as shown on the First and Final Accounting dated May 12, 1996,
representing a 1/16 share in the said estate.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said LEONARD PORTZLINE, Executor, his successors
and assigns of and from the said legacies and bequests, and of and from all actions, suits,
payments and accounts, reckonings, claims and demands whatsoever, for or by reason
thereof, or from any other accounts, matters, cause or thing whatsoever, from the beginning
of the world to the day of the date of these presents; and the undersigned does further hereby
covenant and agree that should any liability come due to the estate of the said decedent after
the signing of this Receipt and Release, including any further amount determined as due and
owing because of Pennsylvania Inheritance Tax, the undersigned does hereby covenant and
agree that he or she will contribute pro-rata, his or her share of the estate to satisfy any and
..
, .
all claims, demands, suits or causes of action which may be successfully prosecuted against
the said estate or the aforesaid Executor after the signing, sealing and delivery of this
Receipt and Release.
IN WITNESS, I have caused this Receipt and Release to be executed this / b%
day of ~ .1996.
WITNESS:
~/ft-11Wt-
~~~
Edward Portzline '
, (Seal)
l;' '
...
, .
State of Ohio
County of ~
On this, the / ~ day of r . 1996, before me, a Notary Public in
and for said Commonwealth and County, the undersigned officer, personally appeared
: SS
EDWARD PORTZLINE, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within Receipt and Release and acknowledged that he executed
the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official eal.
My Commission EX~ 7 I; d1JOO
,- ,
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned, a legatee in the
ESTATE OF RUTH E. GOSS, late of West Fairview Borough, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that she has received of and from
LEONARD PORTZLINE, Executor of the ESTATE OF RUTH E. GOSS, deceased, the
sum of S 3,391.80 , as shown on the First and Final Accounting dated May 12, 1996,
representing a 1/16 share in the said estate.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said LEONARD PORTZLINE, Executor, his successors
and assigns of and from the said legacies and bequests, and of and from all actions, suits,
payments and accounts, reckonings, claims and demands whatsoever, for or by reason
thereof, or from any other accounts, matters, cause or thing whatsoever, from the beginning
of the world to the day of the date of these presents; and the undersigned does further hereby
covenant and agree that should any liability come due to the estate of the said decedent after
the signing of this Receipt and Release, including any further amount determined as due and
owing because of Pennsylvania Inheritance Tax, the undersigned does hereby covenant and
agree that he or she will contribute pro-rata, his or her share of the estate to satisfy any and
. .~, L .;~~,,~- -.-.,..-_.. --,...--",~_..,...-.,-~.,.,;.-.it":XiM'~,,*\;;i;>""'.k!.'j3t!:-!~~"iV\:'Ii"W$oI:"'"'"-""''''~--_'-i''
Commonwealth of Pennsylvania
County of CU~ ~ \N.llII J!)
: SS
On this, the I ,
day of
~
. 1996, before me, a Notary Public in
and for said Commonwealth and County, the undersigned officer, personally appeared
SUSAN KIRKLAND, known to me (or satisfactorily proven) to be the person whose name
is subscribed to the within Receipt and Release and acknowledged that she executed the
same for the purposes therein contained.
IN WITNESS ,WHEREOF, 1 hereunto set my hand and official seal.
CO. .:.Ji:.:.v ~
Notary Public
. .,'r-" .~
My Commission Expires:
Nol:tflal S~ol
Ch:i'j~ini1 Cc~l" Notnry Public
LOWN 11I1,:);1 TWI'" Cllrnbcrle.nd Counlj
t.~:' GOnl,llhh~ll1n f;:,;p!iliS, Uov. ~I lose
w~;;j~~~~~ii\~~~'CII'k~S
"
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, t11at the undersigned, a legatee in the
ESTATE OF RUTH E. GOSS, late of West Fairview Borough, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that he has received of and from
LEONARD PORTZ LINE, Executor of the ESTATE OF RUTH E. GOSS, deceased, the
sum ofS 6,783.60 , as shown on the First and Final Accounting dated May 12, 1996,
representing a 1/8 share in the said estate.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaint and forever discharge the said LEONARD PORTZLINE, Executor, his successors
and assigns of and from the said legacies and bequests, and of and from all actions, suits,
payments and accounts, reckonings, claims and demands whatsoever, for or by reason
thereof, or from any other accounts, matters, cause or thing whatsoever, from the beginning
of the world to the day of the date of these presents; and the undersigned does further hereby
covenant and agree that should any liability come due to the estate of the said decedent after
the signing of this Receipt and Release, including any further amount determined as due and
owing because of Pennsylvania Inheritance Tax, the undersigned does hereby covenant and
agree that he or she will contribute pro-rata, his or her share of the estate to satisfy any and
.t_ '.
all claims, demands, suits or causes of action which may be successfully prosecuted against
the said estate or the aforesaid Executor after the signing, sealing and delivery of this
Receipt and Release.
IN WITNESS, I have caused this Receipt and Release to be executed this /d tIr
day of .JLl^, e.. , 1996.
WITNESS:
J;r_1" ~4-'#j
,t9tUd~~~
Paul Portzline
(Seal) ,
.,:
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RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned, a legatee in the
ESTATE OF RUTH E. GOSS, late of West Fairview Borough, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that it has received of and from
LEONARD PORTZLINE, Executor of the ESTATE OF RUTH E, GOSS, deceased, the
sum ofS 2,261. 20
, as shown on the First and Final Accounting dated May 12, 1996,
representing a 1/24 share in the said estate.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said LEONARD PORTZLINE. Executor, his successors
and assigns of and from the said legacies and bequests, and of and from all actions, suits,
payments and accounts, reckonings, claims and demands whatsoever, for or by reason
thereof, or from any other accounts, matters, cause or thing whatsoever, from the beginning
of the world to the day of the date oftltese presents; and the undersigned does further hereby
covenant and agree that should any liability come due to the estate of the said decedent after
the signing of this Receipt and Release, including any further amount detennined as due and
owing because of Pennsylvania Inheritance Tax, the undersigned does hereby covenant and
agree that it will contribute pro-rata, its share of the estate to satisfy any and all claims,
demands, suits or causes of action which may be successfully prosecuted against the said
estate or the aforesaid Executor after the signing, sealing and delivery of this Receipt and
Release.
IN WITNESS, I have caused this Receipt and Release to be executed this \ 0 'i!::
day of
~\)<<E
.1996.
Evangelical Congregational Retirement Village
By: '"l<-. ~ f (Seal)
WITNESS:
f2t~hl#1~ :I. Jd.:."A~'<'A/
,
.
.
.'
'.
Commonwealth of Pennsylvania
County of Le.bA-No,J
: SS
On this, the J 0 tl1 day of
.
_Tune.
, 1996, before me, a Notary
Public in and for said State and County, the undersigned officer, personally appeared
'R.('v. Bruce D. 1-1 iLL , who acknowledges himself to be the LA't"cvflliG"' D/i<:-e~ '
of Evangelical Congregational Retirement Village, a non-profit corporation, and that as such
E x<. vuh VE D, R (c.f.otr.., being authorized to do so, executed the foregoing instrument for the
purposes therein contained by signing the name of the non-profit corporation by himselCas
~)(.ec.u t1vi: D, Roe ~.f.ore...
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~f.IO, /kkt':Y'
No Public {/
My Commission Expires:
, NOlarlal Soal
Randall D. Holwlg, Notary Pub/to
Myerstown Bora, Lebanon County
My Commission Explras Oct. 16, 1999
em or, oonsy van. soc a on 0 0 r os
, \' \\I~}il jftjil, .'1/1
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RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned, a legatee in the
ESTATE OF RUTH E. GOSS, late of West Fairview Borough, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that it has received of and from
LEONARD PORTZLINE, Executor of the ESTATE OF RUTH E. GOSS, deceased, the
sum ofS 2,261.20 ,as shown on the First and Final Accounting dated May 12, 1996,
representing a 1/24 share in the said estate.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said LEONARD PORTZLINE, Executor, his successors
and assigns of and from the said legacies and bequests, and of and from all actions, suits,
payments lI11d accounts, reckonings, claims and demands whatsoever, for or by reason
thereof, or from any other accounts, matters, cause or thing whatsoever, from the beginning
of the world to the day of the date of these presents; and the undersigned does further hereby
covenant and agree that should any liability come due to the estate of the said decedent after
the signing of this Receipt and Release, including any further amount determined as due and
owing because of Pennsylvania Inheritance Tax, the undersigned does hereby covenant and
agree that it will contribute pro-rata, its share of the estate to satisfy any and all claims,
demands, suits or causes of action whlch may be successfully prosecuted against the said
estate or the aforesaid Executor after the signing, sealing and delivery of this Receipt and
Release,
IN WlTNESS,I have caused this Receipt and Release to be executed this /.:< z:t!..
day of -c9 IM...l2- . 1996.
EVangel~egatiOnal SchooIj'fTheology
By: ~ ' ~ ~,./7 (Seal)
, .
..
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned, a legatee in the
ESTATE OF RUTH E. GOSS,late of West Fairview Borough, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that she has received of and from
LEONARD PORTZLINE, Executor of the ESTATE OF RUTH E. GOSS, deceased, the
sum on 6,783.60 , as shown on the First and Final Accounting dated May 12, 1996,
representing a 1/8 share in the said estate.
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said LEONARD PORTZLINE, Executor, his successors
and assigns of and from the said legacies and bequests, and of and from aU actions, suits,
payments and accounts, reckonings, claims and demands whatsoever, for or by reason
thereot; or from any other accounts, matters, cause or thing whatsoever, from the beginning
of the world to the day of the date of these presents; and the undersigned does further hereby
covenant and agree that should any liability come due to the estate of the said decedent after
the signing of this Receipt and Release, including any further amount determined as due and
owing because of Pennsylvania Inheritance Tax, the undersigned does hereby covenant and
agree that he or she will contribute pro-rata, his or her share of the estate to satisfy any and
'.
"
State of Illinois --rL,
~ : SS
County of Du ~Q..... :
1h.- ~
On this, the dtL.: day of J,no
, 1996, before me, a Notary Public in
and for said Commonwealth and County, the undersigned officer, personally appeared
LUCILLE SHUMAKER, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within Receipt and Release and acknowledged that she executed
the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunt
My Commission Expires:
OFFICIAL SEAL
MICHELLE YORK
NOTARY PUBliC. aTAU OF ILUNOII
MY CO_ISSIOH EXPlI\Ea,.O/ll1aa
loI'tI'''''''''
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned, a legatee in the
ESTATE OF RUTH E. GOSS, late of West Fairview Borough, Cumberland County,
Pennsylvania, deceased, does hereby acknowledge that it has received of and from
LEONARD PORTZLINE, Executor of the ESTATE OF RUTH E. GOSS, deceased, the
sum of S 2,261.20 , as shown on the First and Final Accounting dated May 12, 1996,
representing a 1/24 share in the said estate,
This is in full satisfaction and payment of such sum or sums of money, legacies and
bequests as are given and bequeathed to the undersigned as an heir of the Estate aforesaid.
AND THEREFORE, the undersigned does by these presents, remise, release,
quitclaim and forever discharge the said LEONARD PORTZLINE, Executor, his successors
and assigns of and from the said legacies and bequests, and of and from all actions, suits,
payments and accounts, reckonings, claims and demands whatsoever, for or by reason
thereof, or from any other accounts, matters, cause or thing whatsoever, from the beginning
of the world to the day of the date of these presents; and the undersigned does further hereby
covenant and agree that should any liability come due to the estate of the said decedent after
the signing of this Receipt and Release, including any further amount determined as due and
owing because of Pennsylvania Inheritance Tax, the undersigned does hereby covenant and
agree that it will contribute pro-rata, its share of the estate to satisfy any and all claims,
Commonwealth of Pennsylvania
Countyof CumberlQ.y\ot
: ss
On this, the
~ /Y' day of JU T)(:~_ ....
, 1996, before me, a Notary
:,r,:'
~':
T,'
....,;
,
Public in and for said State and County, the undersigned officer, personally appeared
tf)fehq e.1 G: kn<ill' who acknowledges himselfto be the ~~,-/e.n./~ ~&a'/
ofWyndamere Heights Congregational Church, a non-profit corporation, and that as such
ftt<!5; -:1-1 Dfl ~roI. being authorized to do so, executed the foregoing instrument for the
purposes therein contained by signing the name of the non-profit corpomtion by himself as
f('t!>s7Je;/ of &orcl
;:s'
'.
i.
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'.
"
"
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IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~ ~~.~.-
No Pub .
Notarial Saal
Jay M. Zimmerman, Notary Public
UPPM Allen TwIl.. Cumbo,lend County
My Commlsalo~ Explr.s M.,eh 16, 1996
McrrblI.I'8MS)1vOniaAaoocl"""" of NolOo1oo
My Commission Expires:
I
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JUN 19 199&-
COMMONWEALTH OF PENNSYLVANIA
OFFICE OF ATTORNEY GENERAL
June 17, 1996
THOMAS W, CORBETT, Jr,
ATTORNEY GENERAL
Reply To:
Charitable Trusts and
Organizations Section
21 S. 12th Street, 3rd Floor
Philadelphia, PA 19107-3603
Telephone: (215) 560-2402
Fax: (215) 560-2202
Jean D, Seibert, Esquire
Wi on Zulli & seibert
109 Locust Street
P. O. Box 1121
Harrisburg, PA' 17108-1121
Rei Estate of Ruth E, Goss, Deceased
Dear Ms. Seibert:
Receipt is acknowledged of your recent letter regarding the
receipt and release settlement in the above matter.
Please be advised chat I have reviewed that letter as well
as the Account and other documents supplied and, on behalf of
this office as oarens oatriae for charities, would advise you
that we are without objection to the informal settlement of this
matter in accordance with those documents.
-~, .
yours,
,,"
Lawrence Barth
Deputy Attorney General
';'j
LB :jak
UIN ""FleES
~g~ ti l@/a/uI
101 LOCUIT BTRIIT
P.0._1121
HAAlIJ88UAO, PlHHSYLYAHIA '''01-''21
Recorded Oit1ca of
Rl~',""" ...f Wills
HBG.PA 170 18'27 1SS*2 06/03/96
.'
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CIeri. ~ r' c ~ ."", C-j'.1I1
CumbUi.~I(..,;U., PA
Register of Wills Office
Cumberland County Courthouse
Carlisle, PA 17013
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LAW OFFICES
~gttlb; ~ <@~
1011 LOCUST STREET
RO, BOX 1121
HARRISBURD, PENNSYLVANIA 171os.1121
(717) 236-8301
1717) 232,1488
FAX (717) 2:J8.ll100
VICTOR to.. BIHL
ROBERT J. TAACE
OF COUNSEL
DAVID to.. WION
FAANCIS to.. ZULLI
JEAN D, SEIBERT
January 30, 1997
20 WEST MAIN BTREET
HUMMEL8TOWN, FA 17030
(717)_1
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
RE: Estate of Ruth E. Goss
Dear Register of Wills:
Enclosed please find for filing by you an original and one copy of the Rule 6.12
Status Report, First and Final Account and 12 original Receipt and Releases and copies and
the original letter from Lawrence Barth, Deputy Attorney General regarding the above-
referenced estate. I have also included a check in the amount OfS1S6.0A~, cover the co~f
filing the First and Final Account and 12 Receipts and Releases and La~ce ~'s Wier.
Kindly date stamp all my copies and return to me in the enclosed envelqpe: ~ ~ ~.
b, - ..,~
If you should have any questions, please do not hesitate to contao6me. ~ q g
(-) I .~ ~y
0." -0 ~,'O
.: ~\I N <<:no
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:P;:+ \Cl
Je
Iy yours,
~
D, Seibert
JDS/kd
Enclosures
.
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.
DAVID A. WION
FRANCIS A, ZULU
JEAN 0, SEISERT
LAW OFFICES
~gulJ; ~ <(?/~
log LOCUST STREET
P.O. BOK 1121
HARRISSURG, PENNSYLVANIA 17I1J8.1121
(71T) 23o.g301
(TIT) 232.1.as
FAX (71T) 23UIOO
VICTOR A. SIHL
ROBERT J, TRACE
0.. COUNIIL
May 31, 1996
20 WEST MAIN STREET
HUMMELSTOWN, PI. 1703l1
(71T) IleI-2&01
Register of Wills Office
Cumberland County Courthouse
Carlisle, PA 17013
RE: Estate of Ruth E. Goss
Cumberland County No. 1995-00681
Dear Register of Wills:
Enclosed please find a payment for the above-referenced account. This payment is
being made because the Executor of the estate has decided to decline the Executor's fees
which were originally indicated on the inheritance tax return on Schedule H, in the amount
of$2,94S.00.
JDS/kd
Enclosure
Vd "0:) PU~'w)qwno
IJnCYJ 1;"::1.,,,J'I\1910
B l: ~ d ~- till' 96,
GIIIt.'\ III liJ\S!F.i9l:j
)0 ilJ)\() pHPJO:l9l:j
IS -5",)-
c,
ItfY.1.S00 ex + (7.9"
I!!
14:5=
llllE....
:co9
....~..
'*
fOR DATIS Of DIATHAPTIR 12/31/91 CHICKHIRI
If A SPOUSAL
POVIRTY CRlDIY IS CLAIMID 0
fill HUMIIR
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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COMMONWEALTH Of PfNNSYLVANtA
OE''''.'MEN' 0' IEY(NUE
om. '"0601
HAU1SIUIlO,'''' 17 2'.0601
DceEDIN' NAM ItA'. ,... . AND MIDOll INI .All
GOSS RUTH E.
lOCIAl SleUlny NUMIU
OAf! 01 III'"
.10 South Enolo Rood
\0010, PA 17025
Coo" Cumberlond County
AMOUNt _reIIVID (In INUIUCTlONSI
1/01
NUMBER
COUNTY CODE
OleeOEN' COMPt f ADDU
DAn: O' DEAl"
189-09-0618
8/28/95
II' AH\I(A'UI IUIVlYIHQ 'POUlt" ""'11011\"". ,..., I.No M100lllNIflAII
CXI I. O"glnal A,'urn
o 2. Supplemental R,'urn
03,
05,
Remalnd.r R,tur"
(for dol.. of death prior to 12.1J.821
Fed.rol ellalt Tax R,turn Required
Ill....
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o 4. L1mll.d Eatalt 0 40. Fulure Int.'I.' Comproml..
('0' do'.. 0' doo,h oho, 12.12.821
00 6. DtCld,nl DI.d re.lal. 0 7. Oec.d.nt Malnlalned a Living Trull
(Alloch copy 0' WillI (Allach copy 0' T,uIII
ALL.CORRESPONDENCE AND CONFIDENTIALTAX.lNFORMATION SHOULD aE DIRECTEO TO.: ..:.'~'4 ,~, fi,,;:'''''/'''f ~",,:
HAMI COM'Ull MAIllNG ADD.US
Es uire ion, Zulli & Seibert
09 Locust StreeL
_ 8. Talal Numb" of Safe D.poslt Bo...
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a:
1. R.al Estat. (Sch.dul. AI
2. Slocle. and Band. (Sch.dul. BI
3. Clos.ly H.ld Stocle/Partn.nhlp Inltr.s' (Sch.dul. Cl
4. Mortgag.. and Not~. R.ulvabl. (Sch.dul. 0)
5. Ca,h, Bonk D.pollll & Mllcellaneou. P.nonol Property
(5chodulo E)
6, Joln,ly Ownod P'opolly (5chodulo FI
7. T,on.'o" (5chodulo 0) (5chodulo LI
8. Tolal Gran An," (10101 L1n., 1.7)
9. Funlral Exp.n.... Admlnlslrallv. Ca,". MI,c.lloneou,
Expon,o. (5thodulo HI
10, Oobl'. Mallg080 L1obillllo,. Lion, (5chodulo I)
11. TOlal D.ductlon, (Iotallln.. 9 & 10)
12: N., Valu. of Eslat. (lIn. 8 mlnu, lIn. 111
13. Charltabl. and Governm.nlal B.qu,sll ISch.dul. JI
14. N.t Valu. Sub.ct to Talt (lIn. 12 mlnuslln. 131
15. Spou.al Trand.,. (For dol.. of d.oth aFt.r 6.30.94)
S.. Instructions For Ar,pllcabl. p.tuntag. on R.v.r..
Sid.. (Includ. valu.. rom Sch.dul. K or Sch.dul. M.)
16. Amount of lIn. 14 taxabl. at 6% rot.
(Includ. valu.. From Sch.dul. K or Sch.dul. M,)
17. Amounl of lIn. 14 tax obi. at 15% ral.
(Includ. valu.. from Sch.dul. K or Sch.dul. M.I
18. Principal lox due (Add lax from lIn.. 15. 16 and 17.1
19. C"dlll Spousal Pov.rty C"dlt Prior Payment'
Inl",1I
x.__
X .06_ $
x .15 .
(18) $
(19) $
(20)
(21) $
(2IA)
(2181
l,6Rn.RQ
(15)
(161 $ 29,594.45
(171
1,775.67
z
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E
1.775.67
DI,count
88.78
88.78
+ +
20. If Un. 1911 greol.r Iht,ln lIn. 18. .nl.r Ih. dIKIr.nc. on lIn. 20. Thla Is Ih. OVIRPAYMENT.
aD
21. If lIn. 181. greater Ihan L1n. 19, .nler Ih. dIK.r.net on L1n. 21. Thl.l.th. TAX DUE.
A. Enter th.lnler.1I on Ih. balanc. due on Un. 21A.
B, Enlo' Iho '0101 o'lIno 21 and 21A on lIno 21B, Thl.1t Ih. BALANCE DUE.
Malee ChuSc Payable tal Regl,'.r a. Will., Ag.nt
Cheock.lwfU If you oteo rcqul."lotin9 0 re'und 0' you, ov('rpuvn1l'nt.
'1::"';;::. ' , '" , BE SURUO ANSWER ALL,QUEST10N5.0N'REVERSUIDE ANDI O'RICH
Und.r p.nahl.. of perjury. I d.clore tholl have ."amln.d Ihl, "'urn. Including accompanying ach.dule, and ,tatem.nll. and 10 Ihe bllt of my knawl.dg. and belJtf,
It I. lru., correct and complele. I d.clare Ihat all real "'01. hat b..n ,eporlea 01 true mark.t valu.. D.c1arallon of pr.par., alher Ihan the personal repr..entallv. I.
baaed on alllnformallon of which pit arer ha. on bowled..
ilONA 10' 'USON '~lI III an aN ADD.IU DAn s--
10' ,al'A a OlHI AN U, ADDU
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Act .48 of 1994 provide. for the reduction of the tax rate. Impolld on the net value of transfers to or for
the u.e of the .pou.e. The rate. a. pre.crlbed by the .tatute will bel
e 3% (.03) will be applicable for e.tate. of decedent. dying on or after 7/1/94 and before 1/1/96
e 2% (,02) will be applicable for e.tate. of decedent. dying on or after 1/1/96 and before 1/1/97
e 1% (.01) will be applicable for estate. of decedonts dying on or after 1/1/97 and before 1/1/98
o Spouaol transfers occurring on or after 1/1/98 will bo exempt from Inheritance tax,
PLEASE ANSWER THE FOLLOWING QUESTIONS
IY PLACING A CHECK MARK (.....)IN THE APPROPRIATE BLOCKS,
YES NO
1. Old docodonl make a transfer and:
o. retain the use or income of the property transferred, ....................................................... X
b. retain the right to daslgnate who shall use the properly Iransferred or It. Incoma, ............... X
c. retelin a reversionary Interest; or ................................................................................... X
d. receive Ihe promise lor ilIa of alther payments, banellts or cora9 ......,..,............................. X
2. If de.th occurred on or before Decembar 12, 1982, did dacedant within two year. preceding
death transfer properly without receiving adaquate conslderatlon9 If death occurred afrer
December 12, 1982, did decedent transfar property within one yaar of dealh without racelvlng
adequot. consideration'.......... .,11.... 0.0.........0.0....................................... 0.0.... II..................
X
3. Old docedent own an 'In trust lor', bank accounl at his or har daath9......................................
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MU~T COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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COMMONWI!AUH 01' PENNSYlVANIA
INHUITANCE TAX UTUlN
lfllDI!Nr OfCfDfNr
SCHEDULE F
JOINTLY~OWNED PROPERTY
ESTATE OF
RUTII E. GOSS
I FILE NUMaER
Joln"onon'!.).
NAME
A. Leonard A. Portzline
ADORESS
510 South Enola Road
Apartment 1
Enola, PA 17025
RELATIONSHIP TO DECEDENT
son
B.
C.
,
Jolntly.ownod proporty.
ITEM LmER DATE
NUMB!:I FOR MAOE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
JOINT JOINT OF ASSET % INT. DECEDENT'S INTEREST
TENANT
1. . 6/30/8 Ii Checking account number $2,661.01 50% $ 1,330.50
..
#0600-19812 at Fulton
Bank
2. A 8/18/9 ~ Certificate of Deposit $14,230.40 50% $ 7,115.20
#222-0061035 at Fulton
Bank
Interest accrued to date $ 19.49 50% $ 9.74
6/30/a of death
3. A ~ccount #3619746, John $ 8,117.32 50% $ 4,058.66
Hancock Sovereign Bond
Fund Class A
.
TOTAL (AI,o onlor on IIno 6, Rocapllulatlan) S 12,514.10
(II more 'pace /, ne.d.d inl." additional Ih.." allam. sill}
U\lUlIth t"'l,
PI.a.. Print or T .
'*'
COMMOHWfALJH 0' PfNNSYIVANIA
INHllnANC! TAX UTUIN
UIIDI!NT DI!C1D!NT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
RUTH E. GOSS
ITEM
NUMBER
A.
1,
2.
3.
4.
DESCRIPTION
Fun.ral Exp.n....
Richardson Funeral Home
Thomas Hepler - headstone
Funeral Luncheon
Gratz Simeon Evangelical Congregational Church -
minister
1.
B. Admlnl.trallv. Ca.'., Leonard Portzline
2.
3.
4,
Penanol Rapra.antotlve Commllllan.
Saclol Sacurlty Number 01 Pa"anal Rapra.antotlvlI
Vear Cammllllon. paid 1 996
177
24 - 6962
Allornay Foes
Wion, Zulli & Seibert
Family Exemption
Claimant Leonard Portz1 i np Ralotlan.hlp
Addran 01 Clolmont 01 dacadent's death
Straet Addrall 510 S, Enoln Rond
City Enola Stata PA
Qnn
Zip Coda 17025
Probate Feas and addi t iona 1 short certi fica tes - Register $
of Wills
C. Mlsc.llan.aus Expensu.
2.
1.
Cumberland County Law Journal - advertise Estate
The Sentinel - advertise Estate
3.
Chuck Bricker - appraiser (9/8/95)
Leonard Portzline - rent (10/2/95)
4,
5.
6.
P.P.&L. - (10/4/95)
Checkbook fee - (10/6/95)
Leonard Portzline - rent (11/5/95)
Bell Atlantic (11/5/95)
7,
0,
continued on ad
TOTAL (Alia enter on line 9, Recapitulation)
(If more spac. I. ne.ded. Ins.rt additional she.t. of sam. .,...)
AMOUNT
$ 3,300.00
$ 50.00
$ 280.37
$ 40.00
$
2,945.00
$ 2,090.00
$ 2,000.00
109.00
$
$
$
$
$
$
40.00
68.89
50.00
200.00
29.25
14.84
200.00
71.28
S 11,586.88
SCHEDULE H . CONTINUED,
9. P.P.&L, - (11/5/95) $ 21.63
10. Bell Atlantic ( 11/9/95) $ 16.62
11. Reserve for postage, copies, etc. $ 60.00
\~,
11\l.1112lhI7.l"
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~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE L1ABLITIES AND LIENS
PI.a.. Print or T .
I FILE NUMaER
COMMOHWIAUH o. PlNNlnVANIA
INHllllANCllAllnUIN
IUIDINT DeelDINT
ESTATE OF
RUTH E. GOSS
ITEM
NUMBER
I.
9.
10.
DESCRIPTION
AMOUNT
$ 68.48
$ 40.00
$ 15.50
$ 200.00
$ 19.98
$ 45.60
$ 200.00
$ 100.00
$ 200.00
$ 100.00
2.
3.
4 .
P.P,&L. - 8/28/95
Glen Compton - 9/2/95
Harrisburg Dairies - 9/4/95
Leonard Portz1ine - rent for 9/5/95
Sammons Communication - 9/6/95
5.
6.
Bell Atlantic - 9/26/95
Bonita Portz1ine - 9/27/95
Kathy Mosso - 9/29/95
Barbara Portz1ine - 10/10/95
Barbara Portz1ine - 11/12/95
7.
8.
"
TOTAL (AI.o ente' on line 10. Recapitulation) $
{If mo,.. .poce i, ""ded, in,.rt additional .,,",. 01 ,om. .lz..}
l(v.lIn (h 11171
-!~
COMMONWUllH 0' UHNinvAHIA
INNllnANellAX U'UIN
IUIOINI0ICIDIN'
SCHEDULE J
BENEFICIARIES
ESTATE OF
RUTH E. GOSS
FILE NUMBER
ITEM
NUMBER
I.
2.
3.
4.
5.
6.
7.
8.
ITEM
NUMBER
NAME AND AODRESS OF BENEFICIARY
RELATIONSHIP
A. Taxabl. B'qullh:
Leonard PorLzline
510 South Enola Road
Enolo, PA 17025
Lucille Shumaker
747 Easy Street
Glendale Heights, IL 60137
Paul Portzline
510 Third Street
Enola, PA 17025
Elsie Portzline
1 Market Street
Gratz, PA 17030
Glenn R. Goss
292 Cinnabar Lane
Yardley, PA 19067
Lucille Goss
502 Elizabeth Drive, Apt. 313
Lancaster, PA 17601
Eugene Richardson
7231 Jefferson Street
Harrisburg, PA 17111
Cathy A. Richardson
68 E st re V lley Circle
son
daughter
son
step-daughter
in-l'aw
stepson
step-daughter
in law
son-in-law
grandchild
NAME AND ADDRESS OF BENEFICIARY
8. Charltabl. and Gavlrnmenla) alqulltll
I. Evangelical COllgregationnl Retirement Village
215 South Railroad Street
Myerstown, PA 17067
2. Evangelical Congregational School of Theology
121 South College Street
Myerstown, PA 17067
3. Wyndamere Heights Congregational Church
736 Wyndamere Road
Lewisberry, PA 17339
TOTAL CHARITABLE AND GOVERNMENTAL BEaUESTSIAbo Inll' on IInl 13, Rlcapllulollon) S
III mar. 'pac. I, n,.ded, Insert additional ,h..t. 01 ,am. ,'nl
AMOUNT OR
SHARE OF ESTATE
1/7Lh of
household goods
& 1/8th share of
residue
fur coat, l/7th house
hold goods & 1/8th
of residue
1/7th household
goods and 1/8th of
residue
1/7th household
goods
1/7th household
goods & 1/8th of
residue
1/7th of household
goods & 1/8th of
residue
1/7th share of
household goods
1/!6th share of
residue
AMOUNT OR
SHARE OF ESTATE
1/24th share of
residue
1/24th share of
residue
1/24th share of
residue
Schedule J. Beneficiaries continued.
A. Taxable Bequests:
9, Susan Kirkland grandchild 1/16th shsre of
11 Dishley Drive residue
Mechanicsburg, PA 17055
10. Kathy Mosso grandchild 1/16th share of
1331 East Market Street residue
York, PA 17403
11. Edward Portzline grandchild 1/16th share of
3884 Baird Road residue
Stow, . 0" 44224
r..^s'l' WILL ^ND 'l'ES'l'^MEN'l'
OF
RUTII I~. GOSS
I, RU'l'II'E. GOSS, .of Woet Fnlrview Baraugh, CUllIbo..-lnnd
Caunty, PonnBylvAnin, boln9 of Bound mind, memal'y, nnd
understnndlng, molle, publish, and declare this 1:.0 be illY Lost
Will, and hereby revalle all wille And cadicile prev.lausly mado by
llIe.
,IT,E:M-L, I dlrecl: my executal' hel'elnnfl:ol' nnlllod ta PAY
011 .of my legal debts and funeral expenses, includin9 the cast of
my gravemarller, and administratian expenses of illY entnte, as soon
as pracl:icable afl:er my denth,
l'l'Er1-lL.. I give nnd bequeath my fur coal: to my
daughter, LUCILLE SHUM^KER, of Glendale lIeights, Illinois,
absalutely And forever.
l'l'.!1;r:t.-!.ll. I give And bequeAth all .of my automobJ.les,
jewelry, wearing apparel, boolls, pictures, hausehold furniture
and fU1'nishings, and all ather arl:icles of household nnd personal
use or adornment, except as set farth in Item II hereof nnd nat
including cash or securil:iee, 1:.0 illY daughl:er, LUCILLE SIIUM^KER,
my son, P^UL PORTZLINE, my san, LEON^RD POR'j'ZLINE, my step-san,
GLENN R. GOSS, my daughter-in-lnw, ELSIE PORTZLINE, my
step-daughl:er-in-1Aw, LUCILLE GOSS, and my son-in-law, EUGENE
RICII^RDSON, ta be divided amang them by my execul:or wil:h due
regard far their personal preferences in oS nearly eqUAl sha1'es
os practical. My executar sholl have camplel:e discrel:ion to
chopse I;he method of di visian of said praperl:y amon9 I:hese named
benefi cin1'ies.
l'l'E_M IV_~ ^ll the rest, l'esidue, nnd relllainder .of my
prope/:\:y and esl:al:e of every llind and nnl:u1'e, and wheresoever
- .."~-'--;-~
situats, includinl/ all lnpesd lel/nciell nnd bequests, and
includIng ony prOpel"ty OVel" which I may have a powel' of
Appointment at the time oC my denth, I give, deviee. nnd hO'lueath
ae follows I
A. Ono-eighth (l/Oth) thel"eof to be divided equally
between CATHY A. RICHARDSON nnd SUSAN R, KIRI<I,AND, chlldl"en
of Catherino M. Richal"dsonl
8, One-eighth (l/Oth) thereof to my doughter,
LUCILLE: SIIUMAKER, Ol' if she is not then living, to hOl" issue
pel" sth'pes;
C. Ono-oighth (l/Oth) thol'eof to my eon, PAUL
PORTZLINE, Ol' if he ia not then living, 1:0 his iaaue pel'
sl:irpesl
D. One-eighth (1/0th) thereof: 1:0 my son, r.EONARD
PORTZLINE, or if he ie not I:hen living, 1:0 hie issue pel'
sl:irpee;
E. One-eighth (l/Rth) thereof 1:0 be divided eqUAlly
between KATHY MOSSO, or if ehe is not then living, 1:0 her
issue per sl:irpes, and EDWARD POR'XZLINI!:, or if he is nol:
I:hon living, 1:0 his iseue per sl:irpelll
11'. Ons-eighl:h (1/8I:h) I:hereof 1:0 my
sl:ep-daughl:er-in-law, LUCILLE GOSSI
G. One-eighl:h (l/Bl:h) thereof 1:0 my sl:ep-son,
GLENN R. GOSS, or if he is nol: I:hen living, \;0 his iElsue
per sl:irpesl
II. 'l'he remAining one-eighl:h (1/0I:h) I:hereof \;0 be
divided squally among I:he EVANGELICAL CONGREGATIONAL
RI!:TIREMEN'l' VILLAGE of Myers\;own, Pennsylvanial WYNDAME:RE
EVANGELICAL CONGREGATIONAL CIIURCH of Lewi aberry,
Pennsylvnnia; and the E:VANGEI..ICAL CONGREGA'l'IONAL SCHOOf. OF
'XIIEOLOGY oC Myersl:own. PennsylvaniA.
",
'....,.~- ........
.
.tl'.f.!'!.,'l.,. Ill! nn\;n\;o. Inllol:il;nnco. loyncy, ,,,,,:,,osaion,
or tl'nno(or tnltOS, includlny nny intoroot nnd pnnnl\.lnn thereon,
imposod by nny domeotic 01: (oroign lnw wi th rospect In nil
propol'ty tnltnble under such lnwn by l'onoon of my donLh, whethor
or not ouch PI'opoI'ty pnason undor tllio Will, by opo...":Jon of law,
by c:olI\:I'nct, or othorwiBo, ohAll he pnld without Any I:ight of
l'oilllblll'oemont from any l'oclpient of any Buch pl'operty, wi thout
any r,lght of apportionment, and without postponemenl:,
.~:~'gM V!-,- Should any peroon entitled to a shal:o of my
eatate be a minor, at the time of diatribul:ion 1:0 him ai' hal', and
ahould the value of ouch propel:l:y be more than the nmount which
may be paid or delivel'od to him 01' hor 01' in hla 01: hel' behalf
without the appoinl:menl: of n gunrdian 01' ol:her fiduc.lal'y or the
delivery of security, ouch ohare Bhnll be pnid and dJstributed to
my Truotee hereinAfl:er named 1:0 be held IN 'l'RUS'l' and managed,
inveoted, And reinvested, togel:her wil:h I:he Accumulation of
incomo thereon, if any, and the 'l'ruBl:ee ahalI. use and apply from
I:ime 1:0 I:ime such portion of the income and principal I:hel'eof ao
it deemo neceooary or deoirAble for I:he minor's rOAsonAble
mAintenance, oupporl:, and complel:e education, includ.lng
prepara tory, collego, pool:-grnduate, or profsElsionaI. I:l'aining, or
1:0 malte ouch paymenl: (or Buch purposes 1:0 I:he gual'd.lnn or person
wJ.l:h whom such minor reBideB or dJ.recl:1y to 01' fOl' I:ho benefit of
the minor wil:houl: furl:her rellponoibiiity to ouch minor or any
peroon tailing care o( such minor, and when such minor attains the
ags of twenty-one (21) years, any principal or income not so paid
or applied ohall be disl:ributed to ouch minor, or i( he or shs
dies pr.ior therel:o, 1:0 hio or her peroonal repreoentAl:ive,
J:l'E:M Vl.L. In addil:ion to tile powers gl'anted by low, my
peroonn1 representntlve Bha11 hove the following poworo.
lI, To 0011 nl: public 01' IH'ivnl:e sale, to I1l1cl"""Jo, 1:0
leese, 1:0 pled\le, 1:0 mOl'I:9nllo, 1:0 I:rallsCoI', 01' conv",'I; 01'
ol:herwioe diepose oC, or IIralll: opl:ione wil:h respecl: 1:0 any Ilnd
all properl:y, relll 01' personal, al: I:he Ume [ormin\l n pa.:1: of my
.
probnl:e or I:ruel: eel:al:o, in ouch mallller, al: such time or timos,
for such pUl'poooe, for RlICh price 01' prices, and UpOIl Buch I:erme,
credil:a, end condil:iona ee ahall be deemed advieable or neceeeary
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II, 'Xo compromi oe nllY claim 01' conl:l'oversy,
C. 'Xo inveol: in nIl [orms of p1'ope1'I:y wi I:houl; beinll
limil:ed 1:0 legal inveol:menl:,
J 'rEM V!..lL.
I nominal:e nnd appoinl: r.EONMm POIl'l'ZLINE, or
if he predeceaee~ me, [ailo 1:0 quali[y, or ceases 1:0 ncl:, I
nominnl:e and appoinl: BONI'I'lI lI. POR'l'ZLINE, or i[ she p1'edeceaees
me, [oilS to quslify, 01' cesses 1:0 oct, I nominate nnd appoinl:
-~
';i
t
.
,
FULTON BliNK oe I:he Bole Execul:01' o[ I:his my Lost Will, 1:0 serve
without bond f01' I:he foil:hful performance of dul:iee j n any
jurisdiction.
.
,
~
,
l'l'EM-Dh
I nominata nnd appoint LEONlIRD POR'j'ZLINE, but
if ha precedacoaoen me, faile 1:0 qualify, or censen to act, I
nominate and appoinl: FULTON BliNK ae the eole Trustee of any
trusl:s created by this my Lasl: Will, to serve withoul: bond [or
I:he fail:hful performance of dul:ies in eny jurisclict.lon.
IN Wl'XNESS WHEREOF, I hnvA hel'eunto nel: my hand I:hio 1,3
day of March, 1992.
1 0:...' ".r.
\ r,.'. 1_ ,-~,_... l.CJ...L..L\W.::.J:_:!
Ruth E. Gosn
The precedinq inetrument, conoistinq of this nnd (nUL' (4)
other typewritten poqes, wos on the dote thereof siqnod,
published, and declared by RUTH E. OOss, \:he 'l'es\:atrlx nomed
therein, as nnd for her Las\: Will, in the preeence of 110, who, at
her requee\:, in her pl'esence, nnd in \:he pl-eeence of ench other,
hnve Bllbacd.becl oUl' nnmlln ne wi \:neeeeo hore\:o.
Wi\:neeeeRI
.' I ,I .'
( ~I.,.t ._.....-:__.. .r-:~'
Nome
ti) tU!.~;;;~111 I 1 . ~'J:~ (I.J.1U1.l3&'~
Name ( ,
, .
.......
, L/..,
kJ~..i:.J!l..i..Jf..:.:1IJ.1.tJ...c..~.....~
^ddreoe '
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^ddrees', '
,
'.
CommonweAlth of PennRylvAniA
)
)
)
nn.
County oC DAuphin
I, the 'l'entAt'~ix, whone nAma in nigned to the etl:n<:hed or
foregolllg innl:1'umollt, hAving beoll duly qunlifiod nccol'dillll to
lnw, do hel'eby Acltllowledge that I aiglled nnd executed the
inntrumellt An my r.nnt WIll, thnt I nigned it wllUnllly Alld that J
nigned It an my free And VolulltAry Act for the purpoo..n U.erein
exprenned,
. ~
~.,_l:d...,.
'l'entatrix
(c;!, Al/~_:.j.~...
SWORN to or afflL'med to And Rclll10wledged befol'e Ill" by the
above nnmed Testatl"ilt this /.3rf1. day of ~77c......<,A- ,1992.
G A 'I ..
'tJ t.i!Ac...\..>' '.~( '-, .....,tJ:-::::::...._
Nota,1;'Y Public
My commission expi,'os:
(SE^L)
:. : I.ol ~;I/'.l
\10 Ami All II"':', IM,'I'Y rubllc
('111'1,:,111 t:e:U!1Ly
Ily Co,,""'." (,,,Iral IItreh 8. 1993
Commonwenlth of Pennnylvania
)
)
)
ns.
County oC Dauphin
We. t:he undernigned witnennes whose names nre nignod to the
attached or foregoing inntrument, being duly qualified lIccording
to law, do depone and nay that we were present and saw Testatrix
s;::gn and execute the instrumeht as her Last Will, that she signed
willingly and that she executed it as her free and voluntary act
for the purposes therein elcpressed, that each of us in the
hearing and sight of the Testatrix signed the will as wl tnesses
and that to the best of our Imowledge the Testatrix was at the
time eighteen (18) or more yeal"S of age, of sound mind and under
no constraint or undue influence.
/i..,P' ~;. 7-"'::~'
Q lr~ Wtpll:
ADOQoJI'n .' d"A.'1{(l--a--
SWORN or affirmed 1:0 and acltllowledged before me
named wi I:neeses this /.$1:11- day of ~
by the above
. 1992.
~a.~ &ee,,~
Not y Public
My commission expil'eal
(SE^L)
1I01AWL SEAL
\10 ANII AllE~^". lIolMY PublIc
Oluohlll Counly
tly Co...lss'Dn bpi rD. f1areh D. 1993
- 6 -
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Fulton~&1LQ1m
SEP 1 ~ 19S5
P. 0, BOX 4BB7, LANCASTER, PENNSYLVANIA 17604
CREDIT DIVISION
WRJTI"" DIRIOT DIAL NUMB.A
(717)2!l1-258!1
September 15, 19!15
Jean D. Seibert
Wion, Zulli & Seibert
109 Locust St.
PO 80x 1121
Hsbg, PA 17108
Dear Ms. Seibert:
RE: Ruth E. Goss, Oeceased
August 28, 19!15
In response to your recent inquiry concerning the accounts maintained
in the name of the decedent, please be advised that the following accounts
were open at the date of death:
Checking #060U-1!1812, open 5/2/62, balance $2,6b1.01, became
joint with Leonard A. Portzline on 6/30/86.
Fulton Fund #!l901-3b655, open 9/26/84, balance $3,9~1.47 and
accrued interest $4.~8; paying 2.52%, in her name only.
CD #060-0U76212, open 10/30/91, rollover 4/26/!l5, balance
$10,000 and accrued interest $165.79; paying 4.ij8%, matures
1U/2~/95, in her name only.
CD #061-0U05b05, open 4/15/90, rollover 4/15/95, balance
$17,753.30 and accrued interest $385.44; paying 5.87%, matures
10/15/97, in her name only.
Burial Reserve CD #222-0U51124, open 1/20/94, balance $3,458,44
and accrued interest $lU2.21; paying 4.6!l%, matures 1/10/!l9,
in her name only.
CD #222-006103~, open 8/1~/94, balance $14,230.40 and accrued
interest $19.4!l; payin9 5%, matures 2/18/96, joint with
, Leonard A. Portzline. '
If you should have any further questions, please do not hesitate to
contact me. '.., "~: " ( I 1-. .:; " ; . r', i..
":'3 :1",- ":"i ;;; '~rr::r.b;r. ,': , :11,.,'..., ,." !"'_;~"'<~_I truly yours,
.-...,.u......"... ~~
.'lil...',.'~rr,~\:ouri~qujry "Jr....,.!;,. -..-/.....,t:....\;,..I'U.( _" ..'
. ' loJ I.. .' '. '.. ....,Illl..,l.. LI ~, ___.
,'~, re:;ft',~r.lbilit\: 15 mumr.1t',' t:.:. :,:,:::,.,::r ;;nl' of il. ,i.. !~
~ ,I opmlO~ I:~reln oxoressed I: :ulijrct fa GI:"nr.c withn~~li'J.s~ine Putt Smi th
. Credit Confirmation Processor
~
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--'--"""-'-'---....-... r, "I ..
-
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Cumbcrland
Register of Wills of :OaKLphin County, Pennsylvania
INVENTORY
estale of
Ruth E. GOAA
No, I C)lJ,-Oor,R I
~..
NOTE: Th. M.mor.ndum 0' ,..Iut.l. oul,ldeth. Commoll~ullh 01 Penn,yh,.ni. m.'f, '1lhe electIon 01 the PI'lon.III,pr.unuti..,., include
the ",.Iue 0' each Itlm. but luch flgu,.. .hould nol b, u..nd.d inlo the 10111 of th. In....ntOfV.
also known as
Date of Death ^11!"~I' ?R, 1 QQ~
, Decoased
Social Security No. 189-09-0618
,
Pellons' R,pre..nt.IIl/.f., ol1he above fllOh" dOCIIOUd, ..,.,.IV thet the itom, appearing in lhe '0110 wing Invllnlory include .11
0' 'he pellona' ....1. whe,.ve, .nUllo and ell of lho real OIlole in the Comn1onwoallh 01 Ponn'Vlvanlo 01 lIIid Cacedent. thai
th, v,Jullicn placed oppo,lI. ..ch item 01 said Invenlorv ropr.tenl, il. 'air value II 0' the d.te ollhe Ceced,nl', dUlh. end
Ihet O.c.dent owned no ''''UIIIO ouUido 01 the Commonweallh 01 Penn.ylvania oxc.ptlhal which app..r. in a memor.ndum
at tho end 0' Ihie lovenlory. l(We verily Ihat the Ilatemenll made in Ihi. Invonlary .ro truo and co"ecl. l/Wo under.land Ihal
1.1.. 1llllmlnt. hoteln .r. mad, lubject 10 Iho pinelli.. 01 18 Pe. C.S. Saellon 4904 relallng to unlworn la/tillcellon 10
luthorlll...
Nama of
AHornoy:
P~r.onal Raprollunlilll...";
#-v L~ Fry_
f.ponnrrf Port"71inl3
O.,e. ~.;1~ 1'195'
1,0, No,:
Add,...:
Strect
Harrisburg, PA
17101
Telephona:
(717) 236-9301
1.
Description
Fulton Fund account #9901-36655 at Fulton $
Bank
Interest accrued to date of death $
Certificate of Deposit #060-0076212 at $
Fulton Bank
Interest accrued to dote of death $
Certificate of Deposit #061-0005605 at Fulton $
Bank
Interest accrued to date of death $
Blue Cross - refund $
Dr. Grossman - overpayment $
Patriot News - refund $
Tangible personal property of decedcnt
appraised by Chuck Bricker $
1,550.00
V.lue
3,951.47
2.
4.88
10,000.00
3.
165.79
17,753.30
4.
5.
6.
7.
385.44
63.60
5.29
4.80
(Attach Addilionol Sheots if nacossaryl
TOIDI: $33,884.57
!,~- ,,-... ':" ;y'
--'~........ ...,PO I
~
*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
BUREAU OF INDIVIDUAL TAXES
JhlDlTMC! TAX DIVIIIDN
DOT. ,.16n
HAARJIIURGI, PA 17121-.111
tn-In' h II' n'-H'
JEAN 0 SEIBERT ESQ
WI ON ETAL
109 LOCUST ST
HBG PA 17101
DATI!
ESTATE OF
DATI! OF DEATH
FILl! NUMBER
COUNTY
ACN
10-21-96
GOSS
08-28-95
21 95-0681
CUMBERLAND
101
Aoount R..lttod
RUTH
E
KAKI! CHECK PAYABLE AND REMIT PAYMENT Tal
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTEt To lnlUr. proper or.cut to your ecoOW\t, .ub.1t the up"r portion of thl. fONl with your tax p.~t.
CUT ALOND THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iii'li=iioiij-iif-Aiijo--lo3':9iif------Jiiiii-iNifIiRii"ANCE"fAic-iTATEiiENf-OF-iicciiiiN'f--iiiJi---------------------
ESTATE OF GOSS RUTH E FILE NO, 21 95-06Bl ACN 101 DATE 10-21-96
THIS STATEHENT IS PROVIOEO TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 09-17-96
PRINCIPAL TAX DUE.. 1,945.3B
PAYMENTS (TAX CREDITS).
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST (-)
11-22-95 AAOB2343 BB.78 1,6B6.a9
04-19-96 AA112757 .00 15.10
06-03-96 AA1l2897 .23- 177,01
10-07-96 REFUND .00 22.17-
TDTAL TAX CREDIT
BALANCI! DF TAX DUE
INTERI!ST AND PEN,
TOTAL DUE
1,945.3B
.00
.00
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN .1,
HO PAYMENT 11 REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YDU HAY BE DUE A REFUIlD. SEE REVERSE SIDE OF THIS FDRI1 FOR IHSTRUCTIOIlS. I
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Deteoh U. top porUon of thl, NaUCII ... .....U ..Jth ,our PIYNnt .-cM p._I. to U. ~ n .Q~...
printed on thre r.v.r.. ,.de.
If RESIDENT OE:CDJOIT .... cMck or ___v aNle,. papRIla tal REGISTER OF WILLS, AGENT.
If HCIH"R!IIDOfT DECEDDfT .... check or IIOMY 0'-''' p"le tal Cotl1ONWEALTH OF PENNSYLVANIA.
All ,.,..,t. ..-ceIYed "'11 be ..".Ued firlt to any Int.ralt whIch -V be due MJth eny ,._I"r ...,.11... to thII tax.
RUUND (au. . r.f\nI 0' . tax Gredlt, WhiCh VIII not r..-attld on the To Altum, -v be requested by cOIlIPIIUna WI
-AppIICltlon for Rlf\ni of Penn~lv.nl. Inherlt~ ~ [Itat, Tax- (REV-ISIS). application. .r. ev811~1. at
the Df,lce of U. R..tlt,,. of WI118, .,y of thre IS A~ D11trlot a'flc.. or f,.~ thII u.,.rt..nt'l 24-hour
...~rl"' ..rvlCII ~r. for for.. Orderlngl In Pennlvlv.nla 1-laD-saz-!OSO, out. Ide Penn.,lv.nl.
~ wIthin 10081 Herrtabur. .,... (717) 717-ID94, TDOI (717) 77Z-ZZ5Z ("--ring J~.lred only).
REPLV Ta. Que.tlon. rev-rdlng .rror. cont.lned on thh noUn Ihould be addn.Md tal PA Dep.rbent of Rft.,.,., Bur...
of tndlvl~1 T...., ATTNI Po.t A....~t Rlvl.. unit, Dept. 210601, "-rrl~rl, PA 17121-0'01, phone
(717) 717-'505.
DllCOUHTl If M)' tax dull h paid within thr.. (3) calMdtir IIOnth. aftlr U. cMcedwlt'l dMth, a fivI fNre.nt (nJ dlaGOW'lt
of the tax PIIld h .11........
PENAL TVI ThtI 15% tax ....ty non-p.rUclp.Uon ,.,.1 tv I, COIIpUted on ttMI tabla' U. tax Met Intu..t ......ed, Met not
p.ld "'ore .....~ II, 1996, the flnt dev .ftlr tM ~ 0' tM tu ......ty fNrlDd.
INTERI!:ITI Inbr..t It cMrlMl ~Imlng with flr.t lHV 0' deUrKfUMClV, or nine ('J eonth. -.d OM (lJ d8v 'rOIl the lHta 0'
deeth, to U. dlta 0' pev-ent. r.MI. which bee... delinquent bl'ore Januerv I, 1'.2 be.r Intlrl.t .t the r.t. of
liN ('~J percent per ~ c.lcul.ted .t . dtillv r.t. 0' .000164. All t.... which bec_ delinquent on -.d .ft.r
J~rv 1, 1912 will bear Int.rl.t .t . rlt. which will v.rv 'rOIl c.IMdtir vear to c.lander vear with that rlt.
~ed bv the PA Depart....t 0' Alv.,.,.. ThII eppllnbll In..r..t r.... 'or 1912 through I'" Irl'
Vear Int.rl.t Rltl Dlllv Intlr..t Faator
Vttr
Intlnlt Rlt.
Dllh Int.r..t Faator
1911 20X .OI054a 1'.7 9X .000147
1.13 16% .OID4S1 nll""'1 IIX .0ODSOl
1_ IIX .0DOSOl 1"2 9X .010147
1... 112 .nOSH 1"5"1994 7Z .DODltz
19M lOX .DODZn 1"5-1'" 9X .00OZ47
--tnter..t I. calcullted .. follow.1
llITEIIElIT . IIALANCB OF TAX UIlPAID X HUKlER DF DAYS DBLIHQUEKT X DAILY llITERBIIT FAC'nlII
--Any NoUce I.... .ft.r the tax btoCMIe, dlllnquent will reflect., Int.r.1t caloul.Uon to flft.... (II) ..
btvond the ct.tl of the .....--.t. If PIVMrlt I, ... Iftlr the Int.re.t Coeputltlon date......, on the
Hotlcl, additional Int.r..t lU.t be calcul.ttd.
/S-5S-tj
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
(,I~
09-1a-96
GOSS
08-28-95
21 95-0681
CUMBERLAND
101
AMount R..ltt.d
*'
'U.Ilt1U"'ltI.tu
RUTH
E
4
BUREAU OF INDIVIDUAL TAXES
INttERlTANeE TAX DIVISION
OEPT. 280601
ttAARlSIURO, PA 1112I-D601
JEAN D SEIBERT
WIDN ETAL
109 LOCUST ST
HBG
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MAKE CMECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
ESTATE OF GOSS
RUTH
E FILE NO. 21 95-0681
PA 17101
HOTEl To lnlur. proper cradit to ~our account, lub.lt the uppar portion of thl. form with your taK pay..nt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
R-Efv:isiii-Ejf-AFfi-roi-:9E;j-----.-.-iiiHERI-YANCiE-TA-i-RE-coRii-ADj-USTHiENT--..-----------------------------
1.686,89
15.10
177.01
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
ADJUSTltENT BASED ON. ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Ra.l eat.t. (Schedule AJ III
2. stock. and Bond. (Schedule B) (2)
5. C1oa.ly Hald stock/Partnership Int.r..t (Schedule C) (3)
4. Mortgag../Not.. Receivable (Schedule OJ (4)
S. C..h/Sank Dapoalta'HJac. Paraonal Property (Schedule E) '(5)
6. Jointly Owned Propar\y (Schedule fJ (6)
7. Tran.fara (Schedule OJ (1)
8. Total A...t.
DEDUCTIONS AND EXEMPTIONS I
9. Funaral EMP.n.../Ad.ini.t~.tiYa Co.t.1
Hi.callan.ou. EMpani.. ISchadule H) (9)
10. D.bt.l"o~tg.ga Liabilitia./Lian. ISch.dul. I) (10)
11. Total Daduotion.
12. N.t Value of TaM Retu~n
15. Cha~it.bl./GoY.rn~.nt.l aaqu..t. CSchadul. J)
14. N.t Valua of e.t.ta Subjaot to TaM
TAX:
l5. A~ount of Lina 14 .t Spou..l rat. (15)
16. A.ount of Lina 14 taMabl. at Lin.al/Cla.. A rat. (16)
17. A.ount of Lina 14 taMable .t Collataral/Cl... B r.ta (17)
18. Prinoipal TaM Dua
TAX CREDITS I
PAYNENT RECEIPT DISCOUNT (tl
DATE NUNBER INTEREST 1-)
11-22-95
04-19-96
06-03-96
AA082343
AA112757
AA112897
8a.78
.00
',23-
ACN 101
.00
,00
.00
,00
33.a84.57
12.514,10
.00
(B)
10.141.88
989.56
(11)
(2)
US)
(4)
,OOX.OO.
32 ,423,08 x. 06 .
.ODX.15.
UBI
ANOUNT PAID
DATE 09-18-96
46.398.67
11.131.44
35.267.23
2.844.15
32,423,08
.00
1.945,38
.00
1.945.38
1 967,55
22.17CR
.00
22.17CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS TNAN .1. NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRN. FOR INSTRUCTIONS.)
Itv.uPO........
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH Of PENNSYlVANIA
DEPARTMENT Of REVENUE
IUIU.U OP INDIVIDUAL TAXIS
DEPT, 21060 I
HARRISBURG. PA 17121.0601
DECEDENT'S NAME
fiLE NUMBER
.........
,~'.,/'
."
/.
"
/
~-
ACN
./ /
SCHEDULE
ITIM
NO.
EXPLANATION OF CHANGES
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,.
~ -""...__...:-
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......-......- --_.~~.-
11"'- ,
~ "",_,.+",::_.~', L~ ,.L.,.- ._..', _ ..-.
..~-:. .'_ /'. _,' ,"' /"/ ""......-r
_..____.,~..;,~ ~... ..,........,_... ._~ ...:___,.;.._,.,,_.!.~ 'H___.''':''_'''_ .___...__._._..:.....::..:....~__-.:::,L_.~_.~".~ .--.-._._~ ....
./"/
~.:..-._... .....-----...-,...-.. -.,., .._" -. - -.-:....__..----.._-~--_.~-~~-..--"-----_..-~..~._---,_._-
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J
. --- ..~--_._-_..._-'. .-.-..-.- ~ ----. -- -~ ...?_.-
u.L___..L.
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--- ,-_._~ -.. .' - - -_.~ _.~.__._._._-~._-_.._----...--_.......~..._---~.-..-'- -----_.-
._ _~.__ ~_~ _____......., ,._. ~~ .._..... ,__...~.___D.~' ... ..~.. _ __ __.___ ~.._..__ ~ ~,'.' ~.._ T" ..---~--,.---.--....-_. -"' _.-....-...._~. - .~--._._---,.-~-_._-_. -- .---.
_..__,_..",. ,_ ~.. _.".._..~~.__. ~,,_-_~. _ __ ~_,",,_ ~ '_~.__._._ '~.4 "_'.r .....__ '~_4"_~~.____ ?............, .~_.._-~-_..--,_._----_..--....-.-._-- ... ...--
~"H ~ ..._".-.- ____...~___"_~__ ~-~---."_.~' ....._..,....-~.. _......~~._.-- .... _._.-~---.._-------...~ +~~.._- -~_._.._---_..~-------'---_.~-- ... - ."-~-
._..__ .__._~_ _~. .__..~~_~.* ",,_..'__. ~____.___~."._._.. =__ ..... ~ _.....,._..._._._....._.__...__~._ri__.....4 _..____._.~__.w_.___.,.. -----...-- ....-.. ----
. .... .
_ .__.______.._..w._ _~.._~_.__...._.,.-...:..--~......-.,..-...-.,-~-T-~~ ~<.UT__.'-'__......._~.~__~.~.......~........,.__"~.__._____~R~...........____'_-~~---._~..- ....----~
___._~.,..__.~....._.~....___._~__+__~_T____.__~..........__~.".. --'-"~.- ---.._----,,- ~--~- --...;.--....,.~--'---...-_.----- ....-----.--..-----.--... -~ -- .- ~.--
~.~- _.. . .~,..,. ~._~ _._._._-_.~_.,...~._~~..+'._. -..;---------------.---.-- .,.. ..~.._..."~.,. ._-~-_...- .~_..._--_.. .-...--
f._..
.._.~._ ..._ >_M_ .~____.M_'-.~. _.._~ ___....._.~T_'..~.. ~.,
.... .__~_ _... ~._ ____~_...., a_z ~....~.*__.__.___._ -~---"--"","",'.~-"""---_.- --_...*.~ -..-
__,,_...__~___~__.__.~.^~_ ~._ ,.. .~.~ ..._....__._ _.,._ ._,__.~.._,__~._,_.,'_ n .~______.___ .._~.__~~__~.___.___~~_._~._--___~_.__.._~__'___._ . -,
_ _._.~_._.,u.,. _ ~...__. _~. ~.__.~~ -.-'--". ~...-----~ ~~._.'-'
... ~~___-. _~._ _ _>..~,.~__~__ *_ ,_., ._.__..~___~,_._____..__'_..~~_..T _. _.._... _.. ~..__
- -.. - ,. ,. -,.. .,..--'. .-~"~...... ~,_....., "_._.",-,
.- > _~, ~..-._ _.~ _ ~ _ ~~+.'..~U..'."._T , . ,,_ ..._.. '"
.. _. "_'._'.'_ .__._...__,.,__ ..,. '.,' __.>_.... _~_ _...+._~_____.___~~__ __.-. ~",_,_...".,_~_,..__.___..______'.M'''_._ ._______
,._ . _,..._....._.~._.___.___ _.'__',"'u___~_' _ __ ... ..' -, .... ,.-.
_n n.,._ ._._,__,_,...._____.n_~______ _,~._" ... 4_.___._"_ -------,--~-...-.- .-~._--
__._._._._._+.__.-.~w _ ".M___._C'_.'_'.~ . ,_...<".~_~_..~." .,~.._._._...... _ .~~. _.._..___'__._.~ "_'. _.__-.,___~ ~_.__...~.+_..~~~__.___~...........;.._.U____,__.~._..~ -. -..
<_->. ~.~.~...__,.__ ~__..__.~,,~........._...~ ,..,_~ _O.,,_.__._~ ____. ....-~ -., "...~,-,. ~..
--_..--..". ..".-, ~.+ _._-_._-~...~----~-_._-.;.-,....---"'"~....~..-~-- ...._._---~ -----
. ~__" _."<".~____.,,.,_.J"..' _.__,.... .~., ~.__.__~.... ~._._~,__._.~_..,.._.~_,_ ..._..~---~- - -.---.----.-~. - -- .... .
______~ _.." _.._~_.~~.~W,_~.~___~_...__W___.~._.._., _. ,. .
r:-----....")
TAX EXAMINEU-"::;;~>!
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PAGE
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Recore( (I
Rooinf"
''', :r~ of
'iliJls
'96 MAY 17 1'12:3 J
CIeri.,'"
Cumb...I,
. . ..', ("UII
,IfJ l'u,. PA
PAVHEHTI
OIItltCh tM top partlon of thl. MoUe. end lubIIlt with )lour pI)I'..nt .act. pswabl. to thl n... IInd add,....
prlnt~ on the rever.. .1~.
If RESIDENT DECEDENT ..... chIck or NMV order pavabl. tal REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEMHT ... check 0,. HMV ord... plvabl1 tal COHHONWEALTH OF PENNSYLVANIA.
All PIYWWltl nCll".d "'_11 H -..Uad flnt to ."y lnta..nt ....Ich ..y be due '11th any r...lnder IlPpllM1 to tM talC.
REFlICD (CAJI
A ,.afund of . talll crMtit, which ..a. not raque.hd on ttM TI. Return, "V be r..,..tad by cOIlPlaUng an
-Applloatlon for R.fund of P~.vlv."l. Inh.,.lt~. end E,t,t. TIlC- (REV-ISIS). ApplicatIon. .r. Ivallabl. at
the D'flcl of th. Aeg.at.,. 0' Wllls, anv of t~ ZJ R.venue Dl.trlct Dfflcs. or 'ru. the Dep.rtaent's 24-hoUr
~twlr.ng s.rvlcl hUeber. for for.s ordarlngl In Pennsvlvanl. 1-800-J62-20S0, out.Sd. Penn.ylvanla
~ within loc.l H.rr..burg araa (717) 7.7-.094, TOO' (717) 772-Z2S2 (~.rln, lapalr.d only).
REPLY TO.
ou..tlon. r.,ardlng arror. cont.lnad on thl_ notlca .hould ba addr...ed tal Pi Dlpartaent 0' R.v~a, Buraau
of Individual Tax.., ATTN. Po.t A.......nt Aavlew unit, Dapt. 2.0601, Hlrrllburl, PA 17121-0601, ~
nl7) 717-650S.
DISCOUNT.
If any tlX due I. paid within thr.. (J) c.landar aonth. .ft.r thl dlc.dent', d..th, . flva p.rcent (SX) discount
of thl t.x p.ld Is allowed.
PENAL TV I
The IS~ tax aan..ty non-partlclPltlon pen.ltv II coaput.d on thl totll 0' thl t.. and Int.r..t ......Id, and not
P.ld bafora Janu.ry I., 1996, the flr.t day .ft.r thl and of the t.. ~.ty parlod.
INTERtlTI
Int.r..t I. charged baolnnln, with ,Ir.t day of delinquency, or nln. (,) .onth. ~ ona (1) dey 'roe thl d~t, of
death, to thl d.t, of pay-.nt. Taxe. which blc..e dallnqulnt be'ore Janu.ry 1, 198Z b.ar Int.ra.t at thl rata of
.1. (6~) p.rcent per .nnu. c.lculat.d at I dally rate of .000164. All t.... which ble..a dallnquent on and a,tar
Janu.r~ 1, 19.2 will bear Intara.t .t a rata which will v.ry 'rol calandar yaar to calandar ya.r with that rata
announc.d by the PA DepartMent of Ravlnua. Thl appliCable Intere.t rete. for 1'12 thfough 1996 er"
Va.r Interllt Rata Deily Int.rast Factor Vlar Inter..t Rata OaUy Intlr..t Fector
1911 ZOX .000541 1917 OX .011247
1915 lOX .ooon. l,aa-I991 IlX .000101
1... IlX .000S01 1"' OX .000247
1'15 UX .000556 I"S-I"~ n .000192
1... l'X .000Z74 1995-19'16 'X .011247
ulnt"..t I. calculatad a. follOM"
IHTEREST . IALAHCE OF TAX UNPAID X HUHIER OF DAYS DELIHQUENT X DAILY INTEREST FACTOR
--Any Notlcl 1..UId aftlr thl taM beeGle. dallnquent will r.fl.ct an Int.re.t calculation to flftaan Cll) day.
bayDMd thl dlt. 0' thl .......ant. If plyeent la alda af'.r the Inter..' coaputatlon d.t. .hoMn on thl
Netic., additional Inter..t .u.t be calculatad.
..,. .... ,.- ~ ~ ~'" - .
,
f-- - - - - ----- --~-I---- - - ----- - -- --- - -- - - -- - - ----- ---
. '
I"'! ",_4<0'1' A"j' 't.' "~_ . ~' 'io ' i
'D;J'j'~~~'A: ~lQ\18'2' 3'j3' . ~COMMONWEALTH OF PENNSYLVANIA ~'
NO;", , ' !It~, ~",",' 'DtpARTMENT OP REVENUE
'~y J,:';._"","'.' ", ~,~-, .~'
t..i\iiit' iiW1",JF.O...,...",".(....NsYLV.NIA'NH....NCI AN. ""'" TAX '. ·
RECEIVED fROM:
D
ACN
ASSESSMENT I!'
CONTROL ...
NUMBER
AMOUNT
SEIBERT JEAN D ESQUIRE
P 0 BOll 1le1
109 LOCUST STREET
HARRISBURG, PA 1710S-11e1
101
'1,686.89
'0&0 HI"
_ 'OtD HUI
ESTATE INFORMATION,
~ FI E NUMBER
Y el-19915-0681
~ NAME OF DECEDENT ILAST)
;,I GOSS RUTH E
II DATE OF PAYMENT
EJ POSTMARK DAlE
COUN1Y
SSN 189-09-0618
IFIRSTI IMII
CUMBERLAND
DATE OF DEATH
fa TOTAL AMOUNT PAID
.1,6S6.S9
PB
REMARKS
LEONARD PORTZLINE
C/O JEAN D SEIBERT ESQUIRE
CHECK" 100e
RECEIVED BY ?;
SEAL'
REGISTER OF WILLS
MARV C. LEWIS
REGISTER OF WILLS
,---,-------------------- --- -- -- - ------ -------.-- ---
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-----. -_. ._.._'--,....~-~._._. .-~_.__.._--_..._"'--~ .....
RECEIVED FROM,
&
ACN
ASSESSMENT P:'
CONTROL I:iI
NUMBER
AMOUNT
LEONARD PORTZLJNE
510 SOUTH ENOLA RD APT 1
101
.1:3.10
WEST FAIRVIEW, PA 17025
'OtOH'"
ESTAT! INFORMATION.
r:I II MIE
III el-1995-0681
!'I NAME Of DECEDENT lAST)
~ G066 RUTH E
II TE Of PAYMENT
EI POSTMARK DfoTE
COUNTY
66N 189-09-0618
IfIRST) IMI)
CUMBERLAND
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID *15, 10
PB
RECEIVED BY 9nt;~ t ~n~ ,P..a
~~~r6~ERLa~S:::~f.(~A9p1~
LEONARD A PORTZLJNE
SEAL
CHECK" 1006
REGISTER OF WILLS
-'-----'--,-.---,.~.~~~~.- .
-----.-------...-.-:-- - '"'T"'-"_.
. ' ,
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i5-.55~ f
C/
REV-1547 EX AFP (12-95*
CDHHOHWEA lfH OF PEHHlYl VAN IA
D[PARTHfH' or At YOu:
BUREAU OF INDIVIDUAL TAXES
DE:PT. 11060.
HARRISBURG, PA 17UI-0601
L-/
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATI! 04-01-96
FILE NO,
DATI! OF DEATH 08-28-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAXE CHECK PAYABLE TO "REOISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
JEAN D SEIBERT ESQ
WI ON ETAL
109 LOCUST ST
HBG PA 17101
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
A.......t He.ltlod
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii'iy:i5W-ix-AFP--n'2:95riiiifici--ciF-i-riHiiiii'ANci-YAx-iiP'piiiiisiHiiii'-.--AL.'i."ciwANci-iili---------------n
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RUTH E FILE NO, 21 95-0681 ACN 101 DATI!
TAX RETURN WAS' ( ) ACCEPTED AS FILED ( Xl CHANGED SEE ATTACHED
ESTATE OF
GOSS
04-01-96
NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I E.t.t. (Schedul. A) 11)
2. Stock. and Bond. (Schedul. DJ (2)
3. Clo..ly Held stock/Partner.hlp Int.r.at (Schedule C) IS)
4. KortgagellHot.. Receivabl. (Schedul. DJ (4)
5. C..tt/Bank Depodh/Hllo. Pe,.lon.l Prope,.ty (Schedule E) (5)
6. Jointly Owned Prope,.,ty (Schedul. FJ (6)
7. Tran.fe,.a (Schedul. OJ (7)
8. Tot.l A...t.
,DO
.00
.00
,DO
33.884.57
12.514.10
.00
(0)
46.398.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
t 13.086.88
9. Fun.,..l bpen.../AdII. COI I'HII0. Expen... (Sch.dul. H) (9)
10. D.bta/Hartgeg. UabiliU../U.n. (Sch.dule I) ClO) 989.5&
11. Total D.duotian. 111)
12. Nat Valu. of TaK Return (12)
IS. Charitabl./Gavarn..ntal a.qu..t. ISch.du1. J) Cl3)
14. N.t V.lu. of htat. Subj.ct to TaK Cl4)
NOTE: If an a....Bm.n~ was is.u.d previoul1y, 1inBI 14, 15 and/or 16, 17 and 18 will
reflect figure. that include the ~ata1 of ~ re~urn. a..e..ed to data,
ASSESSMENT OF TAX:
15. A.ount of Lin. 14 .t Spou..l r.t. (15)
1'. A.aunt of Lina 14 taxabla at Lina.l/Cla.. A r.t. (16)
17. Aaount of Lina 14 taxabla at Collat.r.l/Cla.. 8 rat. (17)
18. Prinoipal Tax Du.
14.076 44
32.322.23
2.475.99
29.846.24
.00
29.a46.24
.00
X . DO.
X .06.
X .15.
lIB)
.00
\'790,77
.00
1.790,77
TAX CREDITS:
PAYHENT
DATE
11-22-95
RECEIPT
HUI1BER
AA082343
DISCOUNT I+J
INTEREST 1-)
88.78
AHDUNT PAID
1.686,89
PAYMENT MUST BE HADE BY 05-29-96M.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
1.775.67
15.10
.00
15,10
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN n. NO PAYHENT IS REIlUIRED.
IF TOTAL DUE 15 REFLECTED AS A "CREDIT" (CRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
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REV-1547 EX AFP (12095*,
c~ALTH or PENNSYLYANIA
DEPARTHVff OF RfYEHUE
IUREAU 01 INDIVIDUAL TAXES
DEPT. ZIDIU
~ISlURa, Pi 171ZI-'601
APn :J
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE 04-01-96
S T OF FILE NO.
DATE OF DEATH oa-2B-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAXE CHECX PAYABLE TO "REGISTER OF WILLS, AGENT"
REMXT PAYMENT TO:
JEAN D SEIBERT ESQ
WION ETAL
109 LOCUST ST
HBG PA 17101
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AltOunt R..l tt.d
IS.10
, CUT ALONG THIS ~IN: ~ P.!TAIM LO~E". rOp.TION FOR YOUP. P.ECORDS ~
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Racoraad ornco 01
Raglstor, 01 Wills
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APR22 AlO :06
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Cumberland Co., PA
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510 S. Enola Road
Weat Fairview, PA 17025-3011
April 18, 1996
Register or Wills, Agent
Cumberland County Court House
1 Court lIouse Square
Carlisle, PA 17013
Madam,
Enclosed, please find remittal check of $15,10 payable to Register of Wills,
Agent dated April 18, 1996, Also find a notice of Inheritance Tax Appraisment
dated April 1, 96, Payment was originally msdell-22-95 in the amount of
1,686.89.
The Inheritance Tax explanstion reads....
Schedule F Item 1, 2 Jointly owned property from Schedule F must be deducted
from net value of estate before charitable amounts can be deducted.
Sincerely yours,
~a.~~
Leonard A. Portzline
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610 F.NQf.A no
WEST FAlliVlEW, PA.' 17025
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Ruth E. Goss
Date of Death: August 28, 1995
Will No.
1995-00681
Admin, No.
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
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes x No
b. The separate Orphans' Court No. (if any) for
the personal representative.s account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
~-
Si ture"
an D. Seibert, Esquire
Name (Please type or print)
109 Locust St., Harrisburg, PA 17101
Address
oateJ?#f.';:).4 l/y16..
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8!a: P; Ua
( 717)
Tel. No,
236-9301
Capacity:
Personal Representative
x
Counsel for personal
representative
(MAH:rmf/AM3 )