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HomeMy WebLinkAbout02-12-09 (2)LAW OFFICES OF ZULLINGER -DAVIS PROFESSIONAL CORPORATION JOEL R. ZULLINGER HAMILTON C. DAVIS 14 North Main Street Dale F. Shughart, Jr. 20 East Burd Street, Suite 6 Suite 200 of counsel P.O. Box 40 Chambersburg, PA 17201 Shippensburg, PA 17257 717-264-6029 Fax: 717-264-1884 717-532-5713 JoelZullineer(a~zullingerlaw com Fax: 717-530-5222 hamiltondavislaw(a~comcast net February 10, 2009 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Dear Register: RE: Estate of George C. Goodhart File No. 21-08-0685 Enclosed for filing in your office are the following: _~ ~ Two copies of the PA Inheritance Tax Return, the stapled copy fob r offices _ and the binder clip copy for the state; -~ -i~ ~ '~~ u One copy of the Invento 1_ `~ co ~'~ ® Check payable to Register of Wills, Agent, in the amount of $1,399 r ~r the ~r ~ =~ balance of PA Inheritance tax; and -~' ~* -' « Check payable to Register of Wills in the amount of $30.00 for filing ~e of thy? return and inventory. ~. r~ ' , , , -; cn ,.~ Thank you. Very truly yours, ,= .. Jgel R. Zulltn~e ~~ ~ ~ J~ ,~ ,,.~ Encls. ~~ f~n~'.[ I i ' ` i ti ~~, __ .. .. V t ~ _~~~ .iii... 2Q09 DEB ~ 2 ~~~ I~~ 35 r~ fir''' r;_,~ +A ~~ !per ;~{ . a s3 ~r~ ~P. ~~~ Y~ ~ W ° N . /~ IL ~ ~ ~ W T N o Z N ~ ~ r ~ ~ .~ J ~ ~ ~ 3 v z~ a~~ a" N a~ o ~ ~ T C ~ l li 41 e--I r !- W U •,~ .n o .-~ ~ U O ~ R1 ~ p' U ~ U O F ~~ ~ ~,. ~ , . ~~ ~ ,pry ~ ~ ~ ~ ~~'~ ~ r ,~ i ~ ~ ~ ' 1 ~~ i ~i ' ~ ~ ~ . I i . V r u 1 l i - ~l I 1 1 ~ ~~ , , ,~' j ~~ ~ G i ' i~{ { , . ~ ~_ ~i F i ~ ~~ I i~ ~~, ~ ~ ~. ~ ~ ~ , .~,~ fr I ii~ ~~ , ~~ ~ ~r ~ ~ ~~ S V ~ ~ V F A 1 ,. ~ ~ P ~~ , ~~i i J• i ~i ~ i ~ 11i 7 ~~ ¢ ~~ 111. ~;~ I J~,i~.: ! i , t 6 ~~~i~i, ~ „~I~,'i,~,k j,+~ . ~ ~: LII~ y5 ~- '~ f1 x 1 ~1 ~ I 1 J ~ C 1] f r,3; j ~` INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA 1 SS COUNTY OF FRANKLIN File Number 21 08 0685 Personal Representative(s) of the Estate of GEORGE C. GOODHART deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- `'}' tory are true and correct. I understand that false state- L~ menu herein are made subject to the penalties of ~L~~ 18 Pa. C.S. § 4904 relating to unsworn falsification to authorities. OL A. WALK Attorney -- (Name) JOEL R. ZULLINGER (Supreme Court I.D. No.) 17516 (Address) 14 NORTH MAIN STREET CHAMBERSBURG PA 17201 (Telephone) 7172646029 DATE OF DEATH LAST RESIDENCE DECEDENTS SOC. SEC. ND. 401 WALNUT BOTTOM ROAD 6/4/2008 SHIPPENSBURG PA 17257 201189267 FIGURES MUST BE TOTALED Tract of real estate, together with improvements thereon, sold to Alan L. Goodhart & Lorelei H. 130,000.00 Goodhart, for gross purchase price of $130,000.00 r.~ c? eceived on proration of real estate taxes c _ ~ ; 51.71 ,~ .~ ~ j~, C7 rT1 ~` 7 t 7 G~7 13 shares of common stock , C.V. Cooperative @10.00 '-~.", rv '~ 13Qi00 l r.~ -~ {., C i ~a i-•. 7 shares common stock, Daimler Chrysler @73.10 ~ ~~ c~ i 5'IY70 c...~ cn , 30 shares common stock, Hershey Co. @38.51 1,155.30 Account #6100800253, Citizens Bank 25,176.46 Account #6140715520, Citizens Bank, including interest accrued to date of death 20,049.58 (Attach additional sheets as needed) TOTAL: 280,655.11 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(b)J Form RW-09 rev. 10.13.06 Continuation of Inventory GEORGE C. GOODHART 21 08 0685 Decedent Name Pa e 1 File Number Description of Inventory Account #6140716268, Citizens Bank, including interest accrued to date of death 21,073.80 Account #6140754445, Citizens Bank, including interest accrued to date of death 12,333.23 Account #6140774853, Citizens Bank, including interest accrued to date of death 17,953.81 Account #6140852579, Citizens Bank, including interest accrued to date of death 6,002.57 Account #6140852587, Citizens Bank, including interest accrued to date of death 6,026.19 Account #6140878160, Citizens Bank, including interest accrued to date of death 14,529.01 Account #6252090310, Citizens Bank, including interest accrued to date of death 6,184.61 Gross proceeds from sale of personal property by Gateway Gallery Auction on 9/20/08 10,912.00 Gross proceeds from sale of personal property by Gateway Gallery Auction on 11/24/08 5,598.30 986 GMC truck in poor condition 250.00 Refund, Blue Cross/Blue Shield 972.27 Fund received from claim for recovery of unclaimed property held by PA Treasury Department 533.85 Tax Stimulus payment 600.00 Refund, Waste Management 67.08 Refund, Adams Electric Cooperative 80.64 subtotal S 103,117.36 Grand Total S 280,655.11