HomeMy WebLinkAbout96-00489
~o. 21-96-4R9
Estate of
CL1\RlI 1. GOUF~'ER
, DecellSed
DECREE OF PROBATE AND GRANT OF Lln lEKS
AND NOW NOVEHBER 26 19 q6 . In cDnsldcratlDn Dfthe pctItlDn Dn
the reverse side hereof. sat!.lfllClDry prDDf havins been presenled befDre me.
IT IS DECREED that the Insuumenl(s) dalrrl March 24, 19BO
descr;ibed therein be admIued to prDba:e and med Dfrecord as thelRSt will of Clara 1. Gouffer
AfK/A CLARABELLE GOUFFER
IDd Lclters Testamentary
arc hereby granted to Bruce Wenncll
Y/f,l,,//J, ';Nlr~ (JI t'li ').(;'",/;A/1, iJifJttiI;-
RtPtcr Dr WUII
FEES
PrDbale. Lclten. Etc. ......,.. ~ 80.00
ShDnCenlfica:cs(l) ..........' 1 nn
Renunciation ................ It:
JCP ~ 5.00
TOTAL _ ~ 88.00
Filed . .~9Y.I';I1~~R .~~J..mf>.............
James o. Flower - 10 #06272
ATI'OIU'/EY (SUP, a. I.D. No.)
11 East High Street
ADD/lESS
carlisle, PA 17013
PHONE
(717) 243-5513
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CALLED ATTORNEY NOVEHBER 26. 1996
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
CI,III:'\ I. GOUI'I'EIl
Date of Death: tI / III f(p
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WJ:tl No. I~Y.^ L:C,II~'i
Admin. No,
To the Register:
I certify that notice of beneficial lnterest required by
Rule s.6(a) of the Orphans' Court 'Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
Address
Name
-
Vergean l'Ienne11, P.O. Box 11, flew Kingston, PII 17072
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except N/II
Date:
I Z--/"L 1 )qt
/ I
Name James D. Flower, Esquire
Address 11 East lIigh Street
Carlisle, PII 17013
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Capacity:
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08/13/96
08/23/96
09/06/96
09/10/96
09/16/96
09/27/96
11/08/96
PRINCIPAL RECEIPTS
clara I. Gouffer checking account 415278 $
Xact Medicare Services, benefits
Proceeds partial sale of personal property
General Accident Insurance Co., premium
cancellation policy HP06615195
Received in Kind, Farmers Trust Co. loan
proceeds
Proceeds sale of personal property
Clara Gouffer Christmas Club account
222-008345
2,000.00
24.00
250.00
23,08
25,000.00
135.00
14.34
Total Principal Receipts
$ 27,446.42
08/12/96
08/13/96
08/23/96
08/30/96
09/03/96
09/05/96
09/17/96
09/23/96
10/10/96
10/18/96
------------
------------
PRINCIPAL DISBURSEMENTS
Don Jones, lawn care 45 S. East Street $
Register of Wills, certified copies of
Court Order
Three Springs Family Practice, letter
and Deposition
Central Pennsylvania Court Reporting,
services rendered
Flower, Morgenthal, Flower & Lindsay, legal
services
Rolling Green Cemetery Company, prepaid
funeral expenses
Steven W. Barrett Real Estate, appraisal fee
Church of God Home, Inc. room and board June
through August
Darlene L. Moyer, real estate tax-45 South
East Street
Darlene L. Moyer, personal tax
Church of God Home, Inc., September room and
board
Homesteaders Life Co., Irrevocable Burial
Reserve account
Church of God Home, Inc., October room and
board
Reserved:
Flower, Morgenthal, Flower & Lindsay,
Attorney fee
Financial Trust Services Company, final
fee
Closing and Filing Costs
Total Principal Disbursements
(21
10,00
4,00
150.00
95.30
552.00
1,409.37
225.00
11,175.00
472.93
9.90
3,222.50
4,168.00
3,512.56
450.00
1,500.00
200.00
$ 27,156.56
------------
------------
PRINCIPAL CAPITAL CHANGES
Liability-Farmers Trust Company Loan
09/16/96
01/08/97
08/23/96
10/21/96
Received In Kind
Payment In Full-Clara I. Gouffer Estate
INCOME RECEIPTS
Arnold Fuel Oil, Inc., refund
United of PA, refund of final credits
Social Security payments 8/14/96 to
11/7/96
Dividends, Fed Fund 9/4/96 to 1/3/97
Dividends, Temp Fund 9/4/96 to 1/3/97
Total Income Receipts
08/23/96
09/03/96
11/05/96
11/19/96
INCOME DISBURSEMENTS
United of PA, service
Baugher Insurance Company, premium due
45 S. East Street property
Financial Trust Services Company, fee
for quarter ending 10/31/96
Baugher Insurance C0mpany, premium due
45 S. East Street property
Don Jones, lawn care at 45 S. East Street
8/20/96 to 10/10/96
Emerald Drug Store, prescription bills
8/29/96 to 10/31/96
PP&L, service 8/20/96 to 10/17/96
Borough of Carlisle, water/sewer service
8/21/96 to 10/21/96
Total Income Disbursements
$ (25/000.00 )
25.000.00
$ 0.00
-----------
-_.~--------
$
61. 03
7.90
2,380.00
76,85
22.54
$ 2,548.32
-----------
-----------
$ 22.24
56.00
143.48
285.00
145.00
545.24
21. 20
35.46
$ 1,253.62
----------
----------
FINANCIAL TRUST SERVICES COMPANY,
PLENARY G ARDIAN CLARA I. GOUFFER
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E F. BURKE, PRESIDENT CEO
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185152 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
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D NO. AA
RECEIVED FROM:
fJ
ACN
ASSESSMENT r:t
CONTROL ...
NUMBER
AMOUNT
JAMES D FLOWER
J.vt
"~..:Ji....OO
II EAST HIGH STREET
CARLI SI.E ,PA 170 I 3
ESTATE INFORMATION:
I:t FilE NUMBER
5i 21-1996-048'1
I:t NAME OF DECEDENT IlAST)
1;1 GOUFFER CLARA I
II DATE OF PAY~ENT _
EI POSTMARK MTE
COUNTY
6SN 16'1-30-4729
IFIRST) (MI)
CUM8ERLAND
DATE OF DEATH
II /11 /96
REMARKS BRUCE WENNELL
C/O JAMES D FLOWER
m TOTAL AMOUNT PAID
"2,314.00
DO
SEAL
CHECK II II
RECEIVED BY
, S1bN'lU~ "
,"
MARY C. LEWIS '"',
REGISTER OF WILLS
, ',/ ..,
REGISTER OF WILLS
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18521 0 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*'
...,11620...."
RECEIVED FROM:
fJ
ACN
ASSESSMENT r:t
CONTROL ...
NUMBER
AMOUNT
JAMES 0 FLOWER eSQUIRE
Jul
1Itt;J.'f~
II EAST HIGH
CARLISLE. PA
STREE'r
170 I:~
lOtDHllf
ESTATE INFORMATION:
I:t FilE NUMBER
5i 2 I-I 99l>-OI,S9
I:t NAME OF DECEDENT (LASTI
~ GOUFFER CLARA I
II DATE OF PAYMENT
B POSTMARK DATE
COUNTY
SSN 164-30-,,729
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
REMARKS
ra TOTAL AMOUNT PAID
$8.43
DO
BRUCE WENNELL
C/O JAMES 0 FLOWER ESQUIRE
CHECK II 17
SEAL
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SIGNATURE .
RECEIVED BY
. .
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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R(Y.""I"I"" INHERITANCE TAX RETURN ~~~~.t~I~~~FD,mMmR 12131/91
RESIDENT DECEDENT POVERTY CREDIT IS CLAIMED 0
.,'.....W.i...'.. ".i.,..,",..". (TO BE FILED IN DUPLICATE FILE NUMBER
(;tl'..I,~..'l'.' .,1 I't .1', i 21 SIC
...\"".i;~:", ',;~ ~;:",,,,, WITH REGISTER OF WILLS) COUNTY CODE YEAR
DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS
Gouffer, Clara T. 45 South East Street
SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH ell'l isle, Perlllsyl vania 1'/013
DECEDENT 10.1.30-.1729 11/11/% 08/11/1 '.112 County C.\Utll.JeI'l<Uld
(:F i.I'I'.".AUi..l' :.iUI;IJI"';~C. ~POu:l{ ~ flAVl \.,,'.;' SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS)
r,ll'.' M.O ~~U~h.l IN;TiALI
!J.liL.
rwr,18iR
1. Ollglnal Roturn SupplomOlllill ROhllfl 3, Romamder Roturn
CHECK (10' da'nol d..th pllor 10 12-13-12/
APPRO- o 4. UlTlllOd Estoto 04a. Futuro InlOlosl Compromlso 05 Fedoral Esteto Tax Ruturn Roquuud
PRIATE (lor dalos of doath oftor 12-12-62)
BLOCKS [B o. Decodent Dlod Tostolo 0 7 Oocodunl MOInlQlflod 0 LIVing Trust 0 8. Total Number 01 5010 Doposlt Box<t:>
(Anaell copy 01 Will) (Attach copy of TIUSl)
CORRES-
PONDENT
ALl CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
JaIreS 0, Flower 11 East High Street
TELEPHONE NUMBER Carlisle, PA 1701An
717-243-5513 --
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I Roal E~lalO (SCIlOdulo A) III 4 S. UOO. 00
2 Stocks ond Bonds (Schedule B) (2 ) None
3 Closoly Hold SIOCkiPmlrlC1sl11P InlorO::i1 (Sell C) (3 I None
4 MOJ'gages and Nolos ROCOlvable (Schodule D) (4 ) None
5, Cash, Bank Deposils & Miscellaneous Personal (5 ) 4,441.27
PIOpOIly (Schedule E)
6 JOintly Owned Properly (Sctlcdulo F) (6 J None ,\
7 TrJIl:ifms (Schedulu G) (SChodulo L) (7) None c.'
RECAPIT - 8 TOlal Gross Assets (10101 L1no:! '~71 (8 )
ULATION
9 Funulal Expun'.>l's, Aarnllll'.>Uatlvu COS1S, (9) 32,802,52
Mlscoltanoous Expensos (Schedule H)
10, Dobts. Mongago UOblhll0S, Uens (SChedule I) (10) 343.95
11. TOlal Deductions (total Unos 9 & 10) (11)
12 Nol Voluu 01 Estalo (Lino 8 mmus Line 111 (12)
'3 Charllable and Govurmncnlol Bequosts (Schedule J) (13)
14 Not Valuo Sub ucllO T(1)( (Uno 12 minus Une 13) 14)
15, S;:O....I T,.n.l".llur d.al.. ul ".lln Ilt.r e.3o.94l S.. (15) x. .
Inst'lIct,ons tor Applot.abl' P"tlnl.ag. an Pig. 2, (InCh.el' -
~.allollllrom Sth'Clul.'" 01 Sttl.aul. M.l
16. Amount of Uno 14 taxablo at 6% rolo (16) 0.00 X ,06 =
(InCludo valuos from Schedulo K or SctlOdulo M.)
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49,441.27
33,146,47
16,294,80
None
16,294,80
0,00
17 AnlO,ml of lillO 141Wlablo at 15% rale
(IncludO values from Schedulo K or Sctlodulo M-l
10 Ptlnclpal tax duo (Add tax 110m Wnos 15. 16 and 17.)
19 Credits Spe..",. P~.elly CleCl,1 Prior Payments Discount
+ 2,314 ,00 + 121. 79 .
20, II LillO 19 IS qreatcr than Lino 18. enter the dlt1olonco 011 Lino 20. ThiS IS tho OVERPAYMENT.
A. Check here" ou are requosUn a refund of ur ove ayment
21 II LUll' 16 IS grontttr than Lmo 19, enlor 1M dlltcf(Jnce on Lino 21 TtllS IS lt1U TAX DUE.
A EntlJI tho mterost on tl10 balance due on L1no 21A
BEnter 1110 lotJI 01 LillO 21 and 21A onLino 21B ThiS IS 1110 BALANCE DUE.
Make Check Pa able to: Register 01 Wills. Agenl
.. .. BE SURE TO ANSWER AlL QUESTIONS ON PAGE 2 ANeTO RECHECK MATH" ..
Undor ponaltlos 01 pO'lury, I doclare that I hovo oxammod thIs return. Illclualng accompanymg sctlodulos and statomonts. and 10 1t1D bost at my kno.......lcago
and bollOl, It IS true, corlL'cl and complele I declare that alllttal ostate hilS been repolled at t,uD markot value, Declaration 01 propalDI otl1011118n tho pmson.ll
rcprosollln!lve IS based on all 1010111'311011 01 '"lIlcl1 pruparor has on knowlod 0, -
(17)
16,294.80,
IS
.
2,444,22
TAX
COMPUTA-
TION
(18)
2,444,22
Inlorost
(19)
(20)
2,435,79
121}
(2,A)
(21B)
8.43
0.00
8.43
:,I1E1\,'11~ ..8DRE~S
See Schedule attached
AO~R[':tS
11 East Hi h Street
Carlisle, PA 17013
Ni4PAOOl
PA REV-HlOO EX (7-94) Pogo 2
Act"48 011994 provides lor the reducllon 01 the tax rates Imposed on the net value 01 translersto or lor the use 01
the spouse, The rates as prescribed by the statute will be:
. 3% (.03) will be applicable lor estates 01 decedenls dyIng on or aher 7/1/94 and belore 1/1/96
. 2% (.02) will be applicable lor estates 01 decedents dying on or aher 1/1/96 and belore 1/1/97
. 1% (,01) will be applicable lor estales 01 decedents dying on or aher 1/1/97 and belore 1/1/98
. SpouBSI translers occurring on or aher 1/1/98 will be exempt Irom Inheritance tex,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (oJ) IN THE APPROPRIATE BLOCKS.
VES NO
1. Old docodonl mako a Iranslor and:
a. rolaln Ihe use or Incemo ellho preperty Iranslonod.. .. . . , .. . , . .. , . .. . . .. . . .. . .. . , . .. . . .. . . . . , . , . . . , .. . . . . .. . . ,... . , X
b. rolalnlherlghl1e dOSlgnalewheshalIUSelheprepertylranSlerrederilslnccmo,.".,........,............,.,...,.......,. X
c. retain a reversionary inforost: or. . . .. . . . . . . . ., . . .,. . . . . . . . .,. .. .. . .. . . . . .. . . . . . . . . ., . . . . .. . . . .. , . . . . . . . . . . ... . . . X
d. receive the promiso lor lifo ot either payments, benefits or caro? .. . . ..... . . . . . ... . . . . . .. .. .. . .. . .. . . . . . .. . . .. ., . . .. . . . X
2. It death occurred on or bolaro December 12. 1982. did decedent WIthin t\'Io yoarn preceding doath transfer proporty Without receiving
adoquslB conslderation711 death occurred ahor December 12. 1982. did decodent transfer property within ono year 01 death without
rocmvtng adequatoconsldoration7................................................................................ X
3. Old docodenl ewn an 'In InJSI fer' bank eeceunt at his er her doalh?.. , . .. . .. . .. . .. .. . , . .. . . .. . . .. . .. . . . . .. . . , . .. .. . .. . . . . X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES.
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
PA16002 NTF fleao
COPY'lght Forma Soft"",,,. Only. l'J9. N,I(.o,."t. N94PA0<:l2
.LII OlPARfMlfH or UOUIINQ ~d UIlOAN OlVlL()Pt,I(NT
SEITlEMENI SlAIEMENI
CORNERSTONE
LAND TRANSFER, INC.
OMB No ,,"010lU
IllllI'MO
l.........
D lYPEOFLOAN
5 West Main Street
Shlremanetown, PA 17011
Phon.: (717)730.9664 Fax: (717)730.9665
IIIfltA
. IIVA
I rilE NUMUlR
960594
. MORf INS CASE NO :
z IlrUHA
6 I XCONV INS
7 LOAN NUMBER
92970B6
3 I I CONY UNINS
C NOTE: Thlllolm illulOllhad 10 gl~a you a Ilal.".,alll 01 aclual UUlltfllWll cOlli AmoulI'I paid 10 illld by Ih.. ..U1..mltfll agenlll' .ho*" Ilem. malkad
tip 0 c)' .ala paId oullHJatha c10lll\g, Ihav al.lhownhar.lOIInlOlmallOf1at PUlpol.. and al. notllld...tJttd IIII1Ut lolall
o NAME ANOAOORES5OF BORnQw(R E "AME ANOAOOJ1E55OF SELLER F NAUE AtoOAOOl~[5~OFUN[)["
DOUGLAS II, FOSS BRUCE WENNELL. EXECUTOR PIIII US MORTGAGE
,HBATHBR H, FOSS FOR THE ESTATB OF CLARA CORPORATION
I. GOUPPBR 6000 ATRIUM WAY
MT, LAURBL NJ OBOS4
H SEnLUAENT AGENT:
I SEnLEMENT DATE:
45 S. BAST STREET
CARLISLE BOROUGII
CUMBBRLAND COUNTY
CORNERSTONE LAND TRANSFER
PlACE OF 5EnLEMENT
5 WEST MAIN STREET, SHIREMANSTOWN PA
12/27/96
J. IUMMARY 0' IORROWlR'1 TRAN....CTION:
100 GROll AMOUNT OUI 'ROM lOR ROW'"
lal Conttael..la. plica
la' PallOllalplop"ty
10) S.Ulemanl (hllg..IO bOllo",,, (IIna 1"00) 1
K. SU....ARy OF SELLU" TRAN....CTION:
.00 aROII AMOUNT OUI TO IELLER
.al ConUaellalal plica
.01Para.onalploparlV
<OJ
."
00.
AdlUltmentl 10f Ilaml p~ld bV senellfl ed'Janca
101 Cltyflownw 10
la' Counlr lal \0 1
IGI AnaUlMntl 10
,
10
AdJU1olrl1i1hIIIOf IIllI'l'lS ~)jllt.l by lellar III ad'Jaflce
ID/jCI1,fTo..nll' 10
.arCOIIfllrII. 1 \01 1
.GlA"U&/TllInlt 10
.01 aotoos.
...
."
."
1
"
"
I
! In OAOII ....OUNT DUE fROM IORROWlR
'roo AMOUNTI '''10 I't OR IN IlH"Lf OF 10RROWlR
: 1111 DapoI" at ealn..1 money
reI PtlflClpal amounl 01 n......loMllI}
;>01 Ellllng loatl(sllp4IfllUblaCllo
'"
47060.15 mOROSI....OUNTDU(TOULLER
45246.20
!oOCl REDUCTIONS IN AMOUNT DUE TO SELLER
~Ol Elcan tJupo\,llul. InJ,lluctIQW.)
!Ill' s&m~manl etllHtJlt10 10 leller (l'lll 14001
!oOl EIlsllng loantsl13~tln 'ubjacllO
roo. P.yoll 01 FIliI MOIIgageLoan
FINANCIAL TRUST CO.
roo1o PaVOI! olStt=ond MOllgag& Loan
2S661.2S
...
lOr
...
...
AdNllrnanlllot Iiams unpaId by leHer
'IIa C,,,,,"0,,,,1I1 10
I'll Counlrlll \0
,I' Anllllf\tnll 10
"
AdlU1olmtJlllllof Iluml unp~'d bV I8l1el
'loC'I,l1o..nlll 1<.1
\11 C01.Inltl,. 10
111 Anonmlltllt IG
1011 aCHOOs. 10
...
".
...
",
...
...
U1J TOTAL PAID IYlfOR BORROWER
lUll CAlH AT SETTLEMENT fRO" OR TO BORROWER
.)0101011 amount due 110m . IfO~lIr (!.nlt 120) I
L." I P by I orIO~'if lIlflll 2201 I
43750.00 \10 TOTAL REDUCTION AMOUNT out SELLER
WO CASH AT SETTLEMENT TO OR FRO" SELLER
,el Gron iI'TlOufll tJ-....'o sell., {l.fla 4201
~ll"u I"d~choll amoulll dult ulllll(lonlt 5201
29304.B3
1S941.37
c::-
H\JO.l R.~ 6186
lit, 1111'^"IMII,lliI IUJIl',lltll^,jUIHIlIM;1I1 vIICll'I.lltll
M 1111 MI '" !iIM' Ml UI
Ul.lUf4lJ fl!.oUJUit..
1'..",e1
U[IIlEwiHiCii,itorQ'lji;O!;f),1 -- ~---r- ,_lorAoll
'00 lQIALULI.,iMOKiiiCUuWiiiiOH~...4e;;;lu' "-!;U.UO, ou-~~=~ ..~~~~::~.
Orwl'lOflufClllhl1""IlJIIU,n.lUlJl.'IUliI.J'UH'I2~.:..!!l:_____3.~L.200. 00 I !Il111LMtNI
1 1400.00 I. "P.Al:I'Y ~:XP.CllTl VP.!;
1 lJOO. 00 I. JACK GA\JGlikU "I!ALTO"
Pll~f!ijUI
ItLLU"
JUNUI.,
tUtUMIH1
'"
'"
101 Commlnlt)fl p8,d al 5elll-"lenl
'" IQlTGAGK n:f: I'll, llY 1'1111 M'I~, 10 IU:!II. ES'l'A1'f: ttJIl1'GAGK <30'1.311
IClO I1U.I ,AUILlIN CQHNICtlDH WIIH LDAH
101 LOanOlllJ",a\lon'.. ,
l'" lUoIflO,'t:Ou'11 "
IeJ "1'I"a.ulle.liI
104 C'ed,ln.pUlI III
1M llllflde"ln,p.,llOflf..
101 MO'I\18\,1alll'u,,,\CI "JlPhcalllJfl h.lo
107 "numphonf.1I
... TX S"V FEP. PIIH US 110"TGAGE
... FLOOO CE"T PHH US 110"TGAGE
'" DOC P"EI' REAL ESTATE MO"1\JMJP.
'" UUD"W" FEE REAL ESTf\I'E MOWl'GhGE
\KlO ITlM' REaUIRID IT LIHDER 10 IE PAID IN ADVANC(
801 Inla,..lIlom 12/27/96 1001/01/97 0 S 9, OS/dolt
901 MOllga\,l.lnlu'anca Pf."'1Um 10f mo 10 PUH US MORTGAGE
go) Hazafd In'u'anc:. P'''''uum rOf yfl 10
eG<I y" 10
00. EXPRESS FE
000 RlIlRVU 0lPOll1l0 WITH UNDER 'OR
00' Ifollald 1'''-.lIMlC:. 2 me 0'
002 MOIIQIQllln,vlance mo 0 S
001 CIIW{lo",nlu f1\U tiS
004 Counlyli... 10 ITlO 0'
006 ""eumen" me 0 ,
005 SCHOOL TAX 6 mo 01
001 mo 0'
DOl AGG. ADJ mo 01
100 TI1Ll CHARon
'01 SlIlltJemlllnl Of tkal(l~ I.eto
102 Alallacl olIlU. llIl,lIth 10
101 TIU.....fI1tflilhon 10
104 Tttlalf1lu'anc, blflde, 10
105 Oocumafll pflp.,.hOI1 10
106 ~~olary leu 10
10' "I101n.)'-''''II' 10
!1f1c:ludb,olli01111'I#TI.No I
lca Y,lIl1tn$ulunCl1I 10
(,oc:l..Ju,;aL:o..IIl:'ufll\110 I
loa I.lInO,! 'CO'.UI.lClIl S
110 0"'111.0" co.Il'J'juS
." DISB, FEE
, ~'! >V::~I ';.:
... I: .'>J;.""(:'I". ...~,'
. ','~ i"1'I""'".,
',:,,;1.," ,.. ',' \r'. " ; .
2700.00
lC
R"III.
"EAL
l.:r.;;r;,'fl-; r.fj'G~250i~ue
ESTATE M"l'G, '.'50 1'0<:
16.00
lmo
15.00
I 22 .50
125.00
125,00
45.40
28,14
2S.00
32.00
I
I
REAL ESTATE MOR'l'GhGE
11.21
Imo
Imo
In'"
I"'"
",'"
lmo
I"'"
\'~ :':~: p.f:::.,~1~:~l{
112 . 10 Jl:~~~!iYjt
:.{1l\~~r:~R~ ,:;~-:;.
241.32 l":."f. ~,'4i"1k "'it
j- ~,,;~tPfJ;4n' tt~
-123.61 '.'J;t\;l\i,.:".._'.:\,
40.22
1
JAMES FLOWERS
NOTARY PUBLIC
EDWARD HARKER
ES"-:
ESi\~
12.00
50,00
6,00
1102 1103
-12,150
-15,000
CORNERSTONE WID TRANSFER:
1104
412,501
CO"NE"STOllE LAND TRANSFE
3S.00
'"
'"
ZOO OOVERNMENT RECORDING AND TRANSFER CHARon
201 AICCldlflljlllllS Owed' 25.50 MO"U.JIJIJS 35.50 M,se S
202 CI'y/c:our,ly'a.oJ'lilmp, Quod S 450. 00 MOIIQ.Jlj" ,
120J Slil'IIII"'/~lamp. oe.(I' 450, OOMoIIY,jlju S
1~4
20.
300 ADD11l0NAL lunUENT CHAROU
301 Su'VIIY 10
302 PlIsllnspeellOll to
lOJ HOP WAR RAN
lOt TAX CERT
lOS FIU SWR
GUISE'S PEST COUTROL
AMEHICAN HOME SHIELD
DARLElIE MOYER
CARLISLE BOROUGH
61.00 ,
450,00
450,00
I
1
1
1 45.00
360.00
2.00
, 45,58
lB13,95 3643.58
400 101AL IUTLEMENT CHARDES tenler onknn 10] ,"J ~02 5~"k'" J .',J"'-I
1'..'.' .{'ull.., ~o ...~...." .".....",1 L, O;"n_..,. ...."...~ ,~. II,..,. .'.' I _. "", '"'.''''' ,."".',.4 ~I ~" .,....' ~.., ~"". IhJ\l I '.. "......~, ~'.'...'.'~ ~"....,..,' "'\IO'M '..'.~I .'1""''''
I........ ,~. .....', 10 lJe~Q'" "'1 .", . ~... '..1 I.., Q.U..,,_.~I...." ".,.'''', t..... II .n......l..... .de'"~1 "'h'.<I.,"..'",~ ",d ,.. C'.44 ,n, .,1"." 10 ,.....d " _Ill'" .CC........ ,<).Jol",""
_~"Ul....,.. ...... ...." II."'."""
" HUD CERTlflCA110N Of BUYERS AND SELLERS
,I .....11 ltIel 0.1 ::.GIUOlTllntSl.IlemClfllalllllO It.. tQ\1 III m, ~r"''''8l1Ii8 .nll Dllbctl..1 ,..11.11 .1'" ':Cu,.,. ".IIfMl\\ or.. f('UIpII aIId dtltl\l,,~nll
I b" . . Iratl..,bon I rlolfthef U,"I, ttII11 h'~""c..~.d' tOP, Illll'>o HUO I StllUemOfll 5t.lenwlll
\, . kJ{"'I\),~f) fefP,.
~.....~.."..,..,.
e..,...AISdt..., 1'1...... h...,"'......""..., ".....,.
Il\elfUO-l s.n......P11 SI.I........MIc.'" "...po.pat.d. ,.... ,f>d,,~c....'. .n",,"'.1 tI"."."...,.... I ~".~h"oJ .' .......I".I.....III.t.edtlWt.-d.._...s.~. ..,1\11I. ".,~
, (/ill.W U (. .J I-.ll ill! (( j, I,/nfotlf
,
,."......~ "'10/"'" U'"
"...RJwlJiG 1I...l'..,.'..."......II'Y......,....".'_..,"'..,.,.U....oJ~'.'"'''"'','"....." .......1_ ..........,_.......,....,........"...'.,....d..."'_.'" I...de........
I... 'I U, ,..... $.\1.... loal ,~o.I ~.ll.." 10,g 'IV!)" .... \,"
,
,
REV"ltO:t EX t14.1I1
SCHEDULE B
STOCKS AND BONDS
COMMONW[AL TH or PE.NN'YLVANIA
INHERITANCE. TAl RETURN
AESIDENT DECEDENT
ESTATE OF
FILE NUMBER
clara I. Gooffer
(All property 10tnUy.owned wtth Right of Survlvorehlp muat ba dlacloaad on Schedula F,)
ITEM
NO,
21-96-0489
DESCRIPTION
VALUE AT DATE
OF DEATH
Ncne
TOTAL Also onlor on lino 2, Roca nula"on)
(II molO .paco Is noodod, InSOll additlonat shOOIS 01 same Si20.)
s
0,00
PA15031 NTF '212
COPY"Oht Form. Soft....,. Only, HI94 N.rco, Inc. N94PAO]t
REV.ISOo4Utl).U)
SCHEDULE C
CLOSELY HELD STOCK.
PARTNERSHIP AND PROPRIETORSHIP
PIOI90 Print or T 0
FILE NUMBER
21-96-0489
rtl....hl
, I
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Clara I, Gooffer
80,*11I1 c.t or C-2 mUlt bl .tlIChod lor uch bualnll.lnWI.1 olll1o docodonl, oll1er Ihlll ·
ITEM
NO,
DESCRIPTION
VALUE AT
DATE OF DEATH
Nooe
TOTAL (Also onlor on Ilno 3, RocapltulallOn) $
(II moro spaco Is noodod, Insort oddltlonalshoots 01 sarno slzo,)
0.00
PA16041 NTF 1213
CllP)'l'lt;lht Form. SllItW." Only, 1994 N.lco, in,:, N;4PA041
AIV..lao, U.('....,
COMMONWEALTH OF PENNSYLVANIA
INH!RITANCI! TAX RI!T\IRN
RESIDENT DI!CI!DI!NT
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
P1oaso Prln1 or T 0
I FILE NUMBER
21-96-0489
I!STATl! OF
Clara I. Gouffer
All oln .ownod with tho RI ht 01 Survl.orahl mUlt bo dllclolod on Schodulo F.
ITEM DESCRIPTION
NO.
VALUE AT
DATE OF DI!ATH
Ncne
TOTAL (Also onlor on lino 4, Roca lIulalion) $
(II moro "paco is .oodod. inson addllionalohoo's 0100100 oizo,)
0,00
PAI6071
NTF UI4
COPYflgllt Fo'ml Softw,', Only, 1184 N.ICO,lnc, Ng<lPAO'1
REV-11lOlI EX. (12-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATI! OF
Clara I, Gouffer
FILE NUMBER
21-96-0489
Joint tononl(l):
ADDRESS
RELATIONSHIP TO DECEDENT
NAME
LETTER DATI! OOUAR VALUE OF
ITl!M FOR MADE DESCRIPTION OF PROPERlY TOTAL VALUE DECO'S DECEDENT'S
NO. JOINT JOINT OF ASSET ",'NT, INTl!REST
TENANT
Nooe
TOTAL (Also enler on line 6. Rocnoilul8UOnl $ 0,00
JolnUy-ownsd property:
(11 mora spaco is "codod. Insort addlhonal shoots ot same siZO,)
PA1S091
NTF 1Z1SA
COPYflgllt FOfml Solt...,,,. Only, 1994 N~',o.lnc. N34PA091
REV-l&10 EX + (2-87)
COMMONWEALTH OF PENNSYLVANIA
IHHERITANCE TAX RETURN
RESIDENT DECEDENT
I!STATl! OF
SCHEDULE G
TRANSFERS
PLEASE PRINT OR TYPE
FIlE NUMBER
Clara I, Gouffer 21-96-0489
THIS SCH MUST BI! COMPlETED 10 FILED IF THE ANSWER TO ANY OF THE OUI!STIONS ON THE REVERSE SIDE OF COVI!R SHEET IS YES
DESCRIPTION OF PROPERTY DECO, DOLLAR VALUE
ITEM EXCLUSION TOTAL VALUE ., OF DECEDENrS
Indudo nama oltha Iron510100. lholf ,.
NO, rofatlOnshlD 10 decodont. datu ot Iranstal. OF ASSET INT. INTEREST
Nooe
TOTAL (Also enler on line 7. Roceoilul."on) $ 0,00
(II more spaco is ncoded. Insert additional sheets 01 sarno size.)
PA1S101
NTF 12t7A
Copyngnl Forms SotlwlI. Only, 199. N,lco, Inc. N;.PA10'
t'J /'I) ;),
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
j~
l.Y
BUREAU OF INOIVIDUAL TAXES
lHtlr.RluNCt tAll DIVISION
DlP'. ~80flOl
IlARRlSBURG, Pi l1IZII-ObDl
NOTICE OF INNERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
1".1'" III" III-'ll
JAMES D FLOWER
11 E HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-16-97
GOUFFER
11-11-96
21 96-0489
CUMBERLAND
101
CLARA
I
Amount Remitted
PA 17013
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiEV:i54i-EiCAFii-fo3:97rNoYicE--OF-YNHEiiii'ANCE-YAX-APPRAisEHENT-;-iii.'i.-owANCE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GOUFFER CLARA I FILE NO. 21 96-0489 ACN 101 DATE 06-16-97
TAX RETURN WAS. (X I ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.d Estel. (Schodul. Al III
2. stocks end Bands (Schedule OJ 12J
3. Closely Held stock/P.rtnBrshlp Intere.t (Schedule C) (5J
4. Hortg.ge./Hote. Receivable (Schedule OJ (4)
5. C.sh/S.ok DBPoslts/Hlsc. Personal Property (Schedule EJ IS)
6. Jointly Owned Property (Schedule FJ 161
7. Transfers (Schedule G) (7)
8. Tote1 AssBts
HOTE: To insure proper
credit to your account,
subllit the upper portion
of this forn with your
tax pBynant.
45.000.00
.00
.00
.00
4.441.27
.00
.00
(81
49,441. 27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad~. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens ISchedule I) (10)
11. Total Deductions
12. N.t Value of Tax Return
13. Charitable/Govarnnental Bequests ISchedul. J)
14. Het Value of Estat. Subj.ct to Tax
32.802,52
343.95
1111
1121
(13)
1141
33.146 47
16.294.80
,00
16.294,80
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Lin. 14 at Spousal rat. (15)
16. Anount of Lin. 14 taxable at Line.l/Clals A rat. (16)
17. Anount of Line 14 taxable at Collateral/Class Brat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
02-07-97
02-27-97
NOTE:
,00 X ,00.
,00 X ,06.
16.294,80 X .15.
IlBI
.00
,00
2.444,22
2.444,22
RECEIPT
NUMBER
AA185152
AA185210
DISCOUNT (tl
INTEREST/PEN PAID 1-)
121,79
.00
2.314,00
8,43
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2.444,22
.00
,00
.00
s IF PAID AFTER DATE INDICATED. SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST,
( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRI. YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.I
C..:
-,_.,
RESERVATION:
E.tat.. of d.ced.nts dyIng on or b.fo,. n.n",.' II, l"lt "- If ,,,,., 'ulu'. Inl.,..1 In the .,t"l. It trAn.f.rr.d
In pon.ulon or .njoy..nt to CI.u I ltall.t.,all b.n.'It;I,.rla. ot tha daud.nl .flar the ..p'rlltlon of any ..tnt. for
lIfe or far y..,-., the Co..on....llh h.,.b... a.p,...I... ,.,.r".. tha rlyhl 10 ftJlpr.lu nnd ...... I,,,,,,'.r Inh.rlt,,"c. ,....
.t the lllwful Cle.. a (coll.taral) rata on ""... .ul.h 'ulur. Inta,..I.
PUWOSE OF
NonCE:
To fuHUl th. r.qulr...nt. 01 S.ctlon :11,0 0' Ih. l"h.rllltOn I1l1d I.hl. r.. Act. Act 11 of IlJlJ\. 111 P.S.
S.ctlon 'lItO).
PA'fflENT:
Detech the top portion of thll Notice and .ubalt ..Ith ..."ur 'HI.,..nl to thll ".gh'ar 01 Wllll prlnt.d on the r.v.rsa lid..
..Hah ch.ck or .on.y ord.r p.y.bl. 101 AtOIBTtR or MILLS, AOtHT
REFUND (CR):
a r.fund of II t.. cr.dlt, ..hlch w.. nol ra~l..tad on th. ,.. ".IIIrn. .a., b. r.qu..tad by coapl.tlng an "Application
for Refund of PeM.ylvanla Inheritance Itnd I.hl. ,,,." I"LY.IU,U. Appll(allon. .r. av.llabl. at tha Office
0' the Regl.tar of will., .ny of the 15 R.v.nu. DI.lrlct Of I Ie... or b... c.1llng Ih. .paclal 14"hour
answarlng ,.rvlclI nuaber. for tor.. ord.rln'l In P.MlYlvIIMla 1-100-5"1-10\0, out.ld. P.M..,lvllnla and
.,lthln local Harrltburg .raa (1111 111-10''', 100' tlllI "'''11\1 (lturlng hlp.lr.d Only).
OBJECTIONS: Any perty In Int.r..t not ..tl.fl.d with th. .ppr.I...."t. IIllo..~c. or dl.allow.nc. of d.ductlon., or 1I....,..nt
0' ta. (Including dl.count or In'.r..tl .. .hown on Ihl. Notlc. au.1 obJ.ct wllhln .l_ty (60) d.y. of r.c.lpt 0'
this Notice bYI
....rltt.n prot..t to th. PA O.plltt..nl of Pn.nU.1 10llrd 01 ApP.llh. n.pl. lIUOlI, Illltrhburg, PA
.-.Iectlon to have the ..tl.r d.lar.ln.d at lIudtt 01 Ih. account 01 th. p.r.onal r.pr...nl.tlv.,
..app.el to th. Orphan.. Court.
111ZII-IOZ1,
OR
OR
ADHIN
ISTRATIYE
ComtECTIDNS:
Fectu.1 .rror. dl.cov.r.d on thl. ........nt .hould b. IIddr....d In ..rltln, tal PA D.p.rt..nt of R.v.nu.,
Bur.au of IncHvldual I..... AUNI Po.' h......nt ".vl... Unit. D.pl. 180601. Ill!lrrltburg, PA 111l1'0601
Phone (111) 711'6\0\. S.. p.g. \ 0' the boo~l.t "In.tructlon. for Inh.rllllnc. I.. R.turn for. A..ld.nt
D.c.dant" (R[V-I\Oll far an ..plllnatlon of adalnlltr.tlvely corr.elabl. .rror..
DISCOUNT,
If any t.. due I. p.ld ..I thin thr.. e51 callnd.r eonth. afl.r th. d.c.d.nt.. d..th, a flv. p.rc.nt 15~) dl.count of
the t.. p.ld I. .Ilo.ad.
PENAL TV l
'h. lU tn .."..ty non-Plrtlclpatton p",allY It co.puted on Ih. tot.1 of th. ta. and lnt.r..t .......d, and not
p.ld b.for. January II, I''', Ihe Unt d.... .".r Iha .nd of th. tn a.".lly p.rlod. 'his non.p.rUclp.Uon
p.n.lty I. IIPp.al.bl. In th. .... .IIAM.' and In Ih. 'h. '11.. tl.. p.rlod a. you would .pp.al the t.. and Int.re.t
th.t h.. b..n .......d a. Indlca'ad an Iht. nolle..
INTEREST l
Inl.r..t h ch.rll.d b.,lnnln, ..Uh Unl d.., 01 d.llnqu.ncy, or nln. elJ) .onth. and on. (I) day fro. the data 0'
duth, to th. date of p.,..nt. 1.... which ban.. d.llnqu.nl b.lor. Janu.ry I, IlJIZ b..r Int.r..t at the rat. 0'
.Ix l6;(J p.rcent p.r 1If\nU. calculat.d at a dally ral. 0' .00016". All ta... which b.ce.. d.llnqu.nt an and aft.r
Janu.ry I, 1.11 .tll b..r lnt.r..' at . ral. which .111 v.ry Ira. cII.ndar y..r to c.landar y.ar ..Ith that ret.
announced by Ih. PA O.p.rl..nt 01 N.v."".' Ih. appllcabl. Int.r..t r.t.. lor llJll Ihrough 1991 a,.:
'!!!! In'arul ..,. D.lh Inter..' f.clor ~ Int.r..t lIat. n..lly Int.r..t rllclor
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1'91' IU .00011" ".\. 1'9" .~ .000l41
'.Int.,..t It uhulahd o. '0110..11
INTEREST . BALANCE or TAX UNPAID X NUHSER or DAYS DELINQUENT X DAILY INTEREST rACTDR
.-Any Notlea I..u.d allar 'h. ta. b.eo... d.llnquant will r.ll.ct an In'.r..t calculation to flft..n CIS) day.
b..,ond the d.l. 0' Ih. ........nt. II p.,..n' I. ..d. att.r Ih. Int.r..t co.putatlon dat. .hown on the
Notlu, addlllon.a Inl.r..t au.t b. calcula'.d.
L~\WI'\ I\JllI,\I'I~~\(;. ,.lfer.l',1
IN RE:
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS COURT DIVISION
NO: 21-96-489
CLARA I. GOUFFER
An Incapacitated Person
CONSENT
Financial Trust Services Company 01 1 West High Street, Carlisle, PA, by the undersigned
officer does hereby consent to its appointment as guardian of the Estate 01 Clara I. Gouffer, an
alleged incapacitated person, and declares that it has no interest adverse to said alleged
incapacitated person.
FINANCIAL TRUST SERVICES COMPANY
Dated: t I..?.:J /97
, I
vl-
1
~ PETITIONER'S
I EXHIBIT
3
-1- U ~
t":\~1'\ 1 \lIl1'\I'IJg\Ci"ull, r,I'"
IN RE:
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS COURT DIVISION
NO: ,;(1- q(" ~ 'I'lcr
CLARA I. GOUFFER
An Incapacitated Person
PRELIMINARY DECREE
. ,
, c'
! i. i, ~ -
,. ~ .
,1996,
AND NOW, this
day of
to judicially resolve petitioner's request for the appointment of guardians, the court does hereby
ORDER AND DECREE the following:
I "J
f\ '
1.
The Court hearing on the attached petition is scheduled for the
day of J " .' I ~
o'clock ~,M. The hearing
, 1996 at
'.
, .'
will be held before Judge .' / ., ,:' '" I/L" in courtroom No.
t
the Cumberland County Courthouse in Carlisle, Pennsylvania.
,
v
, located in
2, The court directs the issuance of an appropriate citation with rule to show cause why
the above-captioned individual should not be adjudged an incapacitated person and why the court
should not appoint appropriate guardians.
3, Petitioner shall cause to be served (by personal service) the citation and petition with
attached notice upon the alleged incapacitated person at least twenty (20) days prior to the court
hearing. The contents and terms of the petition and the notice shall be explained to the maximum
extent possible in language and terms the alleged incapacitated person is most likely to
understand. An affidavit of service shall be filed before the hearing or offered as an exhibit at the
beginning of the court hearing.
C:\"1\~ I\JIW\I'hJJ:\( illul(c r .I'cI
5, The alleged incapacitated person was not a member of the armed services of the
United States but is receiving benefits as the widow of a Naval petty officer as mentioned in the
foregoing paragraph.
6, The alleged incapacitated person is unable to receive and evaluate information
effectively and lacks sufficient capacity to make or communicate responsible decisions to such a
significant extent that she is inable to manage her financial resources or to meet essential
requirements for her physical health and safety.
7, The proposed guardian of the person and estate of Clara I. Gouffer is your petitioner,
sister of the alleged incapacitated person,
8, The proposed guardian has no interest adverse to that of the alleged incapacitated
person and although a relative of the alleged incapacitated person, believes that she should be
appointed such guardian as she has assumed the responsibility for and carried out the
management of her sister's bank accounts and made arrangements for her care,
9, On June 2, 1993 she was given Power of Attorney with respect to the bank account
of the alleged incapacitated person as well as having been appointed alternate executor of her Will
(alternate to her husband, Bruce Wennell) by her Will dated March 24, 1980. A copy of said power
and Will are attached hereto as Exhibits "A" and "B".
Moreover, Petitioner had made arrangements for her to be in Elderly Day Care at 449
Petersburg Road, Carlisle, Pennsylvania, from 8:00 a,m. to approximately 3:30 p.m., 5 days a
week, and everyday goes to the incapacitated person's home to await her return from day care
!
t: \ "1'-\ I \JIlI" I'M~\ II, 'ulf < r, 1'<1
and stays with her for 4 hours until she is relieved for 3 nights a week by a person who has been
employed to stay overnight from 8:00 p,m. to 8:00 a.m. Petitioner has been obliged to stay with
the Incapacitated person other nights because there are not sufficient funds,
If appointed guardian, it would be Petitioner's intention to arrange for the alleged
Incapacitated person to enter a nursing home and sell the real estate to provide funds for her care,
which Petitioner cannot provide.
10, No other court has ever assumed jurisdiction in any proceeding to determine the
incapacity of the person involved herein.
11. The alleged incapacitated person has no guardian already appointed,
12. The proposed guardian's written consent to her appointment is attached hereto,
WHEREFORE, Petitioner respectfully requests that this court award a citation directed to
Clara I, Gouffer, the alleged incapacitated person, and to such other persons as this Court may
direct, to show cause why Clara I. Gouffer should not be judged an incapacitated person, and
Vergean Wennell appointed guardian of her person and of her estate,
-0 A'a/- ~h,if j Ii) V-1 ( .,u/l
. RGEAN WEN NELL, Petitioner
~
r:\ ~1'\ I \II) I '\ I'I~~\ (;, tU If c r.l'c I
VERIFICATION
I, VERGEAN WEN NELL, Petitioner, hereby verifies that the statements made in the
foregoing Petition for Adjudication of Incapacity and the Appointment of a Guardian are true and
correct to the best of my knowledge, information and belief, 1 understand that false statements
herein are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn
falsification to authorities.
~/)/'fr- (/AA/ 2r.J"4 ~'A" If
I VERGEAN WEN NELL, Petitioner
Date: 1\ lll-le I '-l \"t~~
4
0&/07/199& 14:22 717-243-8784
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LAST WILL AND TESTAMENT
/ I, CLARA I. GOUFFER (a/k/a Clarabelle Gouffer), of Carlisle,
Cumberland County, pennsylvania, being of sound mind, memory and
understanding, do make, publish and declare this as and for my
Last Will and Testament, hereby revoking and making void all former
Wills by me at any time heretofore made.
FIRST. I direct all my just debts snd funeral expenses be
fully paid and satiSled out of my estate by my personal representative
hereinafter named as soon as conveniently may be after my decease.
SECOND. I give, devise and bequeath all my estate, real and
personal, to my sister, virjean Wennell, if living, otherwise to
her husband, Bruce Wennell.
LASTLY, I 1I0minate, constitute and appoint my brother-in-law,
.:
Bruce Wennell, Executor, if living, otherwise my sister, v!rjean
Wennell, Executrix, of this my Last Will and Testament, and I direct
that Henry L. Stuart, Esquire, be retained as attorney in the settlement
of my estate due to his familiarity with and knowledge of my affairs and
business.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
~day of 7l~ , 1980.
~erL(//)J I. !j~,.f/oA - (SEAL)
Signed, sealed, published and declared by the above-named Clara
I. Gouffer (a/k/a Clarabelle Gouffer) as and for her Last Will and
Testament in the presence of us, who, at her request and in her
presence and, in the presence of each other, have hereunto subscribed
our names as witnesses thereto.
h
)"
\-.')
1!cU<t1? /~
, /
LAW OFFIC~S
FLOWER. MORGENTHAL. FLOWER & LINDSAY
^ I'MlIll.\\III~^I. '"MI"IlATllIS
II EAST HIGH STREET
CARLISLE. I'ENNSYLVANIA 17013-3016
nmrsclI & MClltOl!Nl1lAL
(l'm,I'JHS)
JMIIJS D. FLOwmt
ROGER M. MOIWIJNI1IA..
JAMES D. FLOWER. JlL
CAROL J, L1NDS/\ Y
(717) W.~~I)
1',\:0(: (717)21),"'111
-
I'l.ClWElL KllAMElL
MClltGENnlAL & I'LllWlJI1
(I'JHS,I'112)
June 24. 1996
VIA CERTIFIED MAIL
BETURN RECEIPT REQUESTED
William C. Weiser
1187 Meyerstown Road
Gardners, PA 17324
Richard C. Weiser
P.O. Box 425
New Cumberland, PA 17072
RE: CLARA I. GOUFFER. An Incaoacitated Person
NOTICE
You are hereby notified that a Petition has been filed with the Orphans' Court of
Cumberland County. Pennsylvania. requesting the court to declare Clara I. Gouffer an
incapacitated person and to appoint Vergean Wennell. her sister. to be guardian of her
person and her estate.
Enclosed is a certified copy of the Petition for Adjudication of Incapacity and the
Appointment of a Guardian. together with a Citation directed to Clara I. Gouffer,
notifying her of a hearing to be held August 1. 1996 at 3:00 p.m. in Court Room No.
3 at the Cumberland County Courthouse. Carlisle. Pennsylvania. on the question of her
incapacity and the appointment of a guardian for her,
Very truly yours.
FLOWER, MORGENTHAL, FLOWER & LINDSAY. P,C,
I
IllLL\,"I,~1-~
James 0, Flower
,;{lF/smr
Enclosure
cc: Vergean Wennell (w/enc\.)
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. An.th thlt torm to thl honl 01 the m.ilpl.tI. or on the blck It .paee
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2. 0 Restricted Delivery
Consult Gltmester for teo.
48. Article Numbor
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P.O. IloX 425 I..
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P.O. I30x 425
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IN RE:
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS COURT DIVISION
NO: 21-96-489
CLARA I. GOUFFER
An Incapacitated Person
CERTlFICA TE OF SERVICE
I, the undersigned, do hereby certify that at 2:00 p.m.. on the 28th day of June 1996, at her
Room in the Church of God Home at 801 N. Hanover Street, Carlisle, PA, I did hand to her the
Citation, Preliminary Decree and Petition for Adjudication of Incapacitated and Appointment of a
Guardian, and also read to and gave to her the attached "Important Notice" in large type and
simple language, following which she was asked if she had questions to which I received no
response,
_ _J, fJ Iii' \ S"''1\\',' .U)';.1
Ja es D. Flower, Esquire
~ PETITIONER'S
J EXHIBIT
Id-
1
c
1 IN RE:
I N 'I'llI' COUR'I' OF COMMON Pl.EAS
CUMBEHLAND COUN'I'Y, PENNSYLVANIA
ORPIIANS COUI~1' DIV1SION
NO: 21-96-489
2 CLARA I. GOUFFER
3 An Incapacitated Person
4
5
6
7
8
9
10
11
12
C~ 13
14
15
16
Deposition of:
MICHAEL O. DANIELS, M.D,
Taken by:
JAMES D. FLOWER, ESQUIRE
Before:
Amy R, Moore
Court Reporter-Notary
Date:
July 25, 1996, 2:05 p,m,
place:
Flower, Morgenthal, Flower & Lindsay
11 East High Street
Carlisle, Pennsylvania
17
18
19
20 APPEARANCES:
21 FLOWER, MORGENTHAL, FLOWER & LINDSAY
BY: JAMES D. FLOWER, ESQUIRE
22 FOR - THE PETITIONER
23
24
~ PETITIONER'S
L-,- ~I:~.
ORIGINAL
.
V
25
C,P,C,R,S
(717) 258-3657 or (800) 863-3657
2
"....., 1 INDEX '1'0 'I'ES'I'IMONY
2 WITNESS EXAMINA'I'ION
3 Michael O. Daniels, M.D, By Mr. Flower
4
5
6
7
8
9
10
INDEX TO EXHIBITS
11
NO. DESCRIPTION
12
Q (None, )
13
14
15
16
17
18
19
20
21
22
23
24
.-J 25
PAGE
3
PAGE
C,P.C.R.S
(717) 258-3657 or (800) 863-3657
6
')
1
A,
Her physical condition is that she is well
2 compensated relative to her congestive heart failure and
3 high blood pressure controlled by medications, She has
4 left hip pain related to degenerative joint disease;
5 that's the occasion of my last visit with her in May, She
6 has chronic dementia, which is progressive in its nature
7 such that she's no longer able to remember most of the
8 things that you and I would take for granite. She doesn't
9 recognize me, for instance, She needs reassurance about
10 why I'm seeing her when her sister brings her to the
11 office, She's not able to manage her own medicines, She
12 gets confused about the circumstances relative to her
t~'"'
"".,;",
13
living situation, Those are the things that occupy much
14 of our conversations in my office, primarily a threesome
15 between myself, her sister and Mrs, Gouffer,
16
Q,
And who is her sister?
17
A,
We're talking about Vergenn Wennell,
18
Q.
When did you see her last?
19
A.
May the 8th, 1996,
20
Q,
And where was she then?
21
A.
She came to my office to see us,
22
Q,
Had she been in the hospital prior to that?
23
A,
Yes, sir.
24
Q.
How soon prior to that?
--J
25
A.
I can give you the dates, She was hospitalized
C,P,C,R.S
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--..-.---- -.-..--..--...-..--.......... ._, --------.------
7
1 from 2/15/96 to 3/4/96.
2
Q,
What was the purpose of that hospilaLizalion?
3
A.
It was related to her demenlia and was provoked
4 by acute delirium; that is, she became more significantly
5 confused, agitated, began striking at her sister, left the
6 house in a state of inappropriate clothing, things that
7 indicated that she was significantly worse abruptly.
8
Q,
Now, as a result of that, did you make any
9 efforts to have her leave her house and be under more
10 supervised conditions?
11
A,
Based on the evaluation in the hospital, which
12 included psychiatric evaluation and psychometric testing
~
13
to confirm her diagnosis of dementia and because of my
14 sensitivity to the degree to which she was requiring care
15 and the problems that related to her being in the house by
16 herself, I had recommended to her family that she be
17 placed in a long-term care facility, a nursing home, to
18 supervise her care,
19
Q,
And did she go to a nursing home on that
20 occasion when she got out?
21
A.
She did not.
22
Q.
She went back to her own home?
23
A.
She returned to her home, The psychiatric
24 recommendations were similar that she be placed in a
J
25
nursing home, and my partner, Dr, Dell, concurred, and he
C,P.C.R,S
(717) 258-3657 or (800) 863-3657
6
~
1
was involved in her care as well, I think a majority of
2 the family members concurred, but there were some family
3 members who did not agree, and so we made arrangements for
4 placement back in her home with full-time supervision,
5 The family hired a caretaker to be present in the evenings
6 and at nighttime, and then Ms, Wennell was present
7 basically during the day.
6
Q,
Now, where is Clara Gouffer now? Do you know?
9
A.
I don't know, sir, I presume she's at home
10 still,
1 1
Q,
Actually she's now been admitted to the Church
12 of God Home,
~:J
13
A,
Good, Okay,
14
Q,
And that was what you were trying to arrange,
15 was it not?
16
A,
Those were the arrangements that I was working
17 with with the admission's director at the Church of God to
16 try and facilitate her placement.
19
Q,
I know you've covered this, but I would like to
20 cover it again. What is her ability to receive and
21 evaluate information? Can she do this effectively?
22
A,
Well, she's very limited both in terms of her
23 understanding but more particularly in terms of her
24 retention of information. So, for instance, if you asked
J
25
her to do a three-step command; go to the door, open it,
C,P.C,R.5
(717) 256-3657 or (600) 663-3657
11
')
1
people are who have been involved in her care; she does
2 recognize her sister but is not able to understand why her
3 sister must accompany her to the hospital or to the office
4 visits when she presents to see me.
5
Q.
6
A.
7
Q,
And the last time you saw her was in May?
Yes, sir,
Is her condition going to improve, or is it
8 going to worsen?
9
A.
Well, of course, that's not possible for me to
10 predict, but one statistically would expect that her
11 condition is going to relentlessly deteriorate, and
12 certainly that's been the pattern up to this point,
f:)
13
Q,
14
A,
15
Q.
16 Alzheimer's?
17
18
Is this a kind of an Alzheimer's?
She does have Alzheimer's dementia,
people generally do not recover from
A.
That's correct,
Q,
Except for the immediate response to a simple
19 question such as sit down or how are you, she really had
20 no capacity to make and communicate decisions?
21
22
A,
That's correct,
Q,
Now, having been told that she's now in the
23 Church of God Nursing Home, do you think that's an
24 appropriate place for her to be now?
-...)
25
A,
I think that's very appropriate, I presume my
C,P,C,R.S
(717) 258-3657 or (800) 863-3657
~
1
confusion, It made her more acutely ill, and that was
2 managed in the hospital.
3 Alzheimer's disease is very variable from
4 individual to individual, and I have many patients who are
5 quite docile and some who are potentially physically
6 abusive to others, and I couldn't predict for you really
7 what the pattern is for Clara, but up to this point, she
8 has not been a problem in that regard,
9
Q.
Now, you indicated that you were aware that
10 Mrs, Wennell was really carrying the burden of looking
11 after her sister except for people staying with her at
12 night, that usually she took care of her during the
,~
13
daytime?
14
A,
That's correct, I think Mrs, Wennell is the
15 one who arranged for those folks to look after her at
16 night and would have to intercede when there was a problem
17 with someone showing up or if someone quit, she had to
18 find a new person,
19
Q,
And in your experience, was she the one who
20 usually brought her sister in to see you?
21
A.
Yes, sir, or would call me if there were
22 problems over the phone.
23
Q,
How many people with Alzheimer's have you
24 treated in the course of your practice?
J
25
A.
There's no way I could give you an accurate
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(717) 258-3657 or (800) 863-3657
.
1 3
, -,
IN RE:
CLARA I. GOUFFER
An 1n~apa~itated Person
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY. PENNSYLVANIA
NO. 96-489 ORPHANS' COURT
IMPORTANT NOTICE
CITATION WITH NOTICE
A petition has been filed with this Court to have you declared an Incapacitated Person, II the Court
finds you to be an Incapaciteted Person. your rights will be affected. including our right to manage money
and property end to make decisions, A copy of the petition which has been filed by
James D. Flower. Esq. is attached,
You are hereby ordered to appear at a hearing to be held in Court Room No.3. Cumberland
County Courthouse. Carlisle. Pennsylvania. on Auqust l. 19..2.&-. at 3: 00 -R-,M. to
tell the Court why it should not find you to be an Incapacitated Person and appoint a Guardian to act on
your behall.
To be an Incapacitated Person means that you are not able to receive and effectively
evaluate information and communicate decisions and that you are unable to manage your
money and/or other property. or to make necessary decisions about where you will live.
what medical care you will get, or how your money will be spent.
At the hearing. you have the right to appear, to be represented by an attorney. and
to request a jury trial. If you do not have an attorney. you have the right to request the
Court to appoint an attorney to represent you end to have the attorney's fees paid for you
if you cannot afford to pay them yoursell. You also have the right to request that the Court
order that an independent evaluation be conducted as to your alleged Incapacity,
II the Court decides that you are an Incapacitated Person. the Court may appoint a
Guardian for you. based on the nature of any condition or disability and your capacity to
IN R~::
IN '1"1I1': COllRT OF COMMON I'I.I;AS
CUMIIERI,ANIIl'OUNTY,I'I;NNSYI.vANIA
ORI'IIANS COURT IIIVISION
NO: 21.%-llI'J
CI.ARA I, GOUJol'ER
An In('upurlllllt'd l'fl'!\UI1
FINAL DECREE
AND NOW. this 1st day of Augusl. 1996, hased upon the evidence received and the record, this
court tinds. hy clear and convincing evidence. that CLARA I, GOUFFER is adjudged a totally
incapacitated person.
The court linds that CLARA I, GOUFFER suffers from Alzheimer's disease, a condition or
disahility that totally impairs her capacity to receive ,md evaluate information elTectivcly ,md III make and
communicate decisions concerning her management of linancial affairs or to meet essential requirements
for her physical health and safety,
VERGEAN WENNELL. is herehy appointed plenary permanent guardian of the PERSON of
CLARA I. GOUFFER. This Guardian of the PERSON shall tile a report IIn the social. medical and
other relevant conditions as required hy 20 Pa. Cons. Stat. Section 5521 (C),
FINANCIAL TRUST SERVICES COMPANY is herehy appointed plenary permanent guardian
of the ESTATE OF CLARA J. GOUFFER. This guardi,m of the ESTATE shall not he required III post
a Court approved Bond. hut shall tile a report within thirty (30) days and annually thereatter, in
cumpliance with 20 Pa. Cons. Stat. *5521 (e).
The guardian of the PERSON shall have aUlhority and responsihility to decide where CLARA
I. GOUFFER shalllivc and how meals. personal care. transporl<llion imd recreation will he provided,
The guardian of the PERSON shall also have the mllllllrity tn authurize and consel1l to medical tre,llment
and surgical procedures necessary lilr the well hcing of CLARA I. GOUFFER. The guardian of the
PERSON and the guardian of the ESTATE shall cooperate 10 prepare a hudget to cover Ihe cost of
providing the illilrementionell serviccs 10 the person of CLARA I. GOUFFER.
r