HomeMy WebLinkAbout04-22-09PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF Cumberland
Estate of Lisa K. Goodhart
also known as
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW.)
COUNTY, PENNSYLVANIA
File Number _ ~ ~ ~ ~~ - ~ ., $`~
Deceased Social Security Number 208-42-3556
A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the
last Will of the Decedent dated September 12, 1996 and codicil(s) dated none
Executor
named in the
(State relevant circumstances, e.g., renunciation, death of executor, etc.)
Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution of the instrument(s) offered
for probate, was not the victim of a killing and was never adjudicated an incapacitated person:
B. Grant of Letters of Administration
(/f applicable, enter: c. t.a.,~ d. b. n. c.t.a.; pendente life; durante absentia; durante minorrtate)
Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following spouse (if anry) and heirs: (If
Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) c_~,
~7 p
Name Relationshi `~ ~ -
Restci,~i e
--r- ~ - '
~ i
f.'i'f.,_l ~~T
(COMPLETE INALL CASES:) Attach additional sheets if necessary. :~ ~ ,
_~
Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal3r~sidence at '~
7711 Wertzville Road Carlisle Cumberland Coun Penns lvania 17013 LC7
(List street address, town/city, township, county, state, zip code)
Decedent, then 46 years of age, died on April 8, 2009 at HCR ManorCare, Inc., 940 Walnut Bottom Road
Carlisle Cumberland Coun Penns lvania 17013
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania e
situated as follows: 771 I Wertzville Road, Carlisle, PA 17013
..> ., ~ ~~
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Wi11 and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to
the undersigned:
William H. Goodhart, 7711 Wertzville Road, Carlisle, PA 17013
Form RW-01 rev. 10.13.06
Page 1 of 2
1
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
SS
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of
the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly
administer the estate according to law.
Sworn to or affirmed and subscribed
nCl
before rre the ._ ~~ day of
s~U
-]rte! 5.~+^~-"
\/~~~~ lulu
J For the Register
~`
~,
Representative
Signature of Personal Representative ~ tv
C ~ ~ ~
~ Z7 --d _
Signature of Personal Representative F y_: r= --
'
~,~~ ',
N
__
-~ C~l -n
- - -~ -
FileNumber: 3~'Cj ~--i •• ,
.~-
Estate of Lisa K. Goodhart ~
Deceased
Social Security Number: 208-42-3556 Date of Death: April 8, 2009
f'
AND NOW, ~.-~.X ,2~ C.UC~~I , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters testamentary
are hereby granted to William H. Goodhart
and that the instrument(s) dated September 12. 1996
described in the Petition be admitted to probate and filed of
FEES
Letters ............. .. $ ~ 7 . C.~
Short Certificate(s) .... .... $ 1U • (~
Renunciation(s) ....... ... $
~.~ ... $ 1 tJ ~ C~
~'omc~~ ~ u ... $ ,.
... $
... $
... $
... $
... $
... $
TOTAL ........... ... $ ~~ ~~
recor as the last W
Attorney Signature:
Attorney Name:
Codicil(s))
in the above estate
Michael A. Scherer
Supreme Court I.D. No.: 61974
Address: O'Brien, Baric & Scherer
19 West South Street
Telephone:
Carlisle, PA 17013
(717)249-6873
Form RW-02 rev. 10.13.06 Page 2 of 2
. ~ ..
LAST WILL AND TESTAMENT
OF
LISA K. GOODHART
I, Lisa K. Goodhart, of Cumberland County, Pennsylvania, being of
sound mind, memory and understanding, do hereby make, publish and declare this
as and for my Last Will and Testament, hereby revoking all other wills and
codicils heretofore made by me.
FIRST
I direct the payment of my legally enforceable debts and the
expenses of my last illness and funeral from my estate as soon after my death
as conveniently may be done. If there be no cemetery lot available for my
~ interment, owned by me at the time of my death, I authorize my personal
representative to purchase such cemetery lot with a contract for perpetual
care, using therefor funds from my estate, and I authorize my personal
.~ representative to cause title to or ownershi of s
p uch lot so purchased to be
vested in such person as my personal representative shall designate.
Further, in this connection, I authorize my personal
representative to exoPnd. funds fro::; :~- estate, iii such amount as my personal
representative shall consider necessary and desirable, for the purchase,
erection and inscription of a suitable marker for my grave.
SECOND
r.~>
r-~
I bequeath my PNC Bank stock to my children in equal share ~--3 -
~ _ ~~
~._
~ _
~-
-_" ~ : -„
_tJ _
-[7 ~~ ..
.E , .
z
THIRD
In the event my Husband, William H. Goodhart, shall survive me, I
give, devise and bequeath the real estate used together by us as our home
situate at 7711 Wentzville Road, Carlisle, Cumberland County, Pennsylvania,
together with all household goods and furnishings therein, to my Husband,
William H. Goodhart, for his life so long as he desires to use such premises
as his hoarse and pays all costs of maintenance thereof, including taxes,
assessments, insurance and ordinary repairs, said property to be insured in a
reasonable amount insuring the interests of the remainderman as well as
himself.
Upon the death of my husband or at such prior time as he no longer
uses said premises as a home for himself, I give, devise and bequeath said
real estate together with all household goods and furnishings therein to my
children, in equal shares.
FOURTH
I give, devise and bequeath the rest, residue and remainder of my
estate of whatever nature and wherever situate to my husband, William H.
Goodhart, if he shall survive me by thirty (30) days. In the event my Husband
predeceases me or fails to survive me by thirty (30) days, then I give, devise
and bequeath the rest, residue and remainder of my estate to my children in
equal shares.
FIFTH
In the event a portion of my estate passes to an heir under the
age of twenty (20) years old, then that portion of my estate passing to the
heir shall be placed with my friend, Sharon Anderson of C~unberland County,
Pennsylvania, as TRUSTEE, under the following conditions:
1. My Trustee shall pay principal and incoane to or for the
benefit of the heir during his or her life as my Trustee, from time to time,
shall deem advisable for the health, maintenance, support and complete
education of such heir and the members of his or her immediate family. In
addition, my Trustee in his sole discretion may advance principal to said
beneficiary against the fractional shares to be advanced hereunder for the
costs of marriage, or the purchasing of a hoarse or costs of entering a business
or profession if my said Trustee shall deem such expense reasonably prudent.
2. Notwithstanding the foregoing provisions, after attainment of
twenty (20) years, each heir may withdraw the entire remainder of said
principal and undistributed income.
3. In the event of the death of a trust beneficiary prior to age
twenty (20) then my Trustee shall distribute any remaining principal and
interest as such beneficiary shall appoint by specific reference to this power
in his or her will, or if such paver is not exercised in full, the unappointed
principal shall be distributed to his or her issue, per stirpes, or in default
of such issue, to my issue, per stirpes; provided, however, any portion of
such principal, which would be distributed to any beneficiary for whoan a trust
is then held hereunder, shall be added to such trust.
4. Should the principal of any trust herein provided for be or
become too small in my Trustee's discretion to make establishments or
continuance of the trust advisable, my Trustee may distribute the remaining
principal and any accumulated or undistributed income outright to the
beneficiaries in the proportions to which they are then entitled to. The
receipts and releases of the distributees will terminate absolutely the rights
of all persons who might otherwise have future interest in the trust, whether
vested or contingent, without notice to them and without the necessity of
filing an account with the court.
SIXTH
I direct that no trustee, executor, guardian or other fiduciary
mined, nc~ninated, or appointed by this my Last Will and Testament shall be
required to post any bond or give any security of any type for any purpose
whatsoever, any law or rule of the court of the Conanonwealth of Pennsylvania
or any other jurisdiction to the contrary notwithstanding. I direct that the
law of the Ccannonwealth of Pennsylvania shall apply to any interpretation or
application of the validity of this instrument.
SEVIIV~i~i
My executor and trustee shall have the following powers in
addition to those vested in them by law and by other provisions of this Will,
applicable to all property, real, personal or mixed and wheresoever situate,
including property held for minors, whether principal or income, exercisable
without court approval, and effective, with respect to each item of said
property until actual distribution thereof.
A) To retain, as investments of my estate or trust, any or all
assets of my estate, real, personal, or mixed, without regard to any principal
of diversification, and to purchase and acquire real or personal property and
to hold any or all of such real and personal property retained or acquired
without making the same productive of income.
B) To permit the children, or any of them, to occupy any real
estate retained or acquired upon such terms and conditions as my executor or
trustee shall deem proper.
C) To pay all taxes, charges and expenses of maintenance, upkeep,
i~rovements, development, protection, preservation and investment of any
retained or acquired real or personal property, such payments to be made from
either principal or income as my executor or trustee shall determine.
D) To retain or invest any and all funds, whether principal or
incoane, in any real or personal property without restriction to legal
investments; to purchase investments at premiums; to exercise all rights of a
security holder or share holder in any corporation; and to lease, mortgage,
pledge, give options upon or sell at public or private sale and without
approval of any court, any real or personal property, or portion or portions
thereof, irrespective of the manner or the means by which the same was
acquired by my said executor or trustee.
E) To make payment or distribution herein provided for in cash,
kind or partly in cash and partly in kind, at valuations fixed by my executor
or trustee at the time of distribution.
EIGHTH
Any and all payment or payments of any sum or sums, whether in
cash or in kind and whether for principal or income, payable to an heir, or
any of them, shall be made upon the sole receipt of the respective individual
to whcan the payment is made, and free from anticipation, alienation,
assignment, attachment, and pledge, and free from control by the creditors of
any such beneficiary.
NINTH
In the event I am not survived by my husband, William H. Goodhart, I
appoint my step-daughter, Lisa Geiler guardian of any of my children who may
be minors at the time of my death.
~. ~~
~; I appoint my husband, William H. Goodhart, Executor of this my
Last Will and Testament. Should my said Executor fail to survive me or for
any reason fail to qualify as Executor, then I appoint my mother, Judith
Brandt of Ctiunberland County, Pennsylvania, Executrix of this my Last Will and
Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this,
my Last Will and Testament, consisting of seven (7) typewritten pages, the
first five (5) of which bear my signature in the margin for the purpose of
identification, this / Z ~ day of September, 1996.
(SEAL)
Lisa K. Goodhart
Signed, sealed, published and declared by the above named
testatrix, Lisa K. Goodhart, as and for her Last Will and Testament, in the
presence of us, who, at her request, in her sight and presence, and in the
sight and presence of each other, have hereunto subscribed our names as
witnesses.
'~'~-~~~ S~~ ~Dx~ss 290 ~,ti~•w, ff., C~~tsG, ~~ ~~°•3
~D~SS ~~ ~,,~. ~~,.-~~ a_ ,,, o PJ~ ~~ot3
v
O~~VWE'~ALTH OF PIIJNSYLVANIA
SS.
CO[JNrY OF CUMBERLAND .
We, Lisa K. Goodhart, ~~cG-tt ~ ~ SL lily and
`J'""~` "X-'~--~' ' ~`'' ~ ~-'~-~~ the testatrix and the witnesses,
respectively, whose names are signed to the attached or foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that
the testatrix signed and executed the instrument of her Last Will and
Testament, and that she signed willingly and that she executed as her free and
voluntary act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed the Will as
witnesses, and that to the best of their knowledge, the testatrix was at the
time eighteen (18) years of age or older, of sound mind and under no
constraint or undue influence.
Sworn to and subscribed before me this ~a?9~1 day of September, 1996.
Q.Q~nn~lJ
____ Notarial Seal ~~~+ ~~
Jennifer S. Calaman, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Nov. 29, 1999
Member, Pennsylvania Association of Notaries