HomeMy WebLinkAbout02-0154PETITION FOR PROBATE and GRANT OF LETTERS
Estate of z:~f~'/~ ~ ~ocVge-~nu~-~i'
also known as
Deceased.
Social Security No. /F.~-/2- /qqj?
NO.
To:
Register of Wills for the
County of
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executo.e~
in the last will of the above decedent, dated x}/~zctY .~!
and codicil(s) dated
in the
named
,19q~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in
last family or principal residence at
County, Pennsylvania, with
(list street, number and muncipality)
Decendent, then J't9 years of age, died ~7~u,~)/ ~ ,q-9- 2oo;Z
at ~2 k/~7r 7'~,~o~ ~'t,~ /~04nN~a~O~,, ,~4 Iqd-n'$ '
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent 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
situated as follows: ~2
$
$./OO/ooo. oo
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters ;,-~7',a ~arr,~,efl/
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ~- "~OJha~Mc~.
before me this 8th__ ~ day of / [~
[FEBR[JAR7' 2002 ~xx J ~,.[J~
~-- ~ - j - ,
[ (
No.
Estate Of
ESTHER S GOCHENAUER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 11 , 2002 .~ ., in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated MARCH 31 , 1993
21-02-154
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
(each) a subscribing witness to the
law, depose(s) and say(s) that
codicil
will presented herewith, (each) being duly qualified according to
present and saw
the testat , sign the same and that signed as a witness at the
request of testat~ in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19
(Name)
(Address)
(Name)
(Address)
Register
REGISTER OF WILLS OF
OATH OF NON-SUBSCRIBING WITNESS
COUNTy
(each) a subscr~oer hereto, (each) being duly qualified according to la% depose(s)~ and say(s) that ~ ~- ~ familiar with the signature of
codicil
testat~/~ of (~n~ of t~ :ub:cr~ng -;d;~c~e: ~ the ~ presented herewith and
~dicil
that (~ believe/the signature on thW~ is in the handwriting of
to the best of (:~:~;~_ , knowledge and belief. ~ ~ ~
Sworn to or affirmed and subscribed before ~~fl
me this 8~h day of ~ (Namej
FEBRUARY 20Q2
~~ y~ ' '~ 'R~ister: ~ _(Address)
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Rggistrar. The original certificate will be forwarded to the State Vital Records Office for permanent '~ling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
TYPE/PRINT
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
I" ~ ~{.~ ~ G O( ~OP1 ~P [., r=,,,a,~ [., lU3 __ lZ __ 1978 I'
~ 80 / ~ I , I Jan 29, 19~1 I ~ooeyear, I~,~.D z~ D ~D I..~ ~
~ t / I I i If. i~. .~, ,, ,ox,.~, ,,~ i~. I
~ Cumberland I Silver Spring I
~ive~d~k~ ~ -- u~ US.~MED~S? I {~v~~ I ~,~, (l~w~e,~vem~e)
-,. mb. , ~' ~- I". .-
952 West Trindle Road I~UAL ~..S,a~L ~ ~ ~c.~ ~.~Hiv~,.
Mechamcsburg Pa. 17055 J(s.~, Cumberland
FATHER'S NAME (Fir~, Middle, Last)
Vernon Slusser
Nancy G. Hornberger
Cremmloo E] Removal from State [~
MOTHER'SNAME(Fk-stMiCidte. MaidenSum~m,e) Helen Cline
7~rf~~~~,. Pa 17055
~"'~ Trindle Spring Mechanicsburg, Pennsylvania
1-29-2002 ~ ~"'. 17055
L'C~"SE "U~"E~D-012662-L Inc. 37 East Main Street Me~anicsburg, Pa 17055
d~.QTO (0~$[ CON.,S~OtJE NCE OF}:
DUE TO (O~ AS A CONSEOUEi~/
v
(Monlh, Day. Yaar)
I ~RiEE ~ INJURY OCCURRED
D~(TE FILED (Month, Da~
21-02-154
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat. , sign the same and that signed as a witness at the
request of testat.__ in h__ presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19__
Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF ~~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscr~er hereto, (each) b~ng'duly qualified according to law, depoSe(s~ and s~y(s) that
~ ~ ~ familiar with the signature of
codicil
testat~/~ of (~ of :he ~ub:cr~N~g -aknc::c: ~). the ~ presented herewith and
~dicil
that [~ believe/the signature on th~ is in the handwriting of
Sworn to or aff, rmed and subscr,bed before :~~
me this 8~h day of ' ~ (Name)
6 ame)
~t L~ eeO~ ~ ~ "l Ta l9
21-02-15~
OF
ESTHER S. C, OCHENAUER
I, ESTHER S. GOCHENAUER, of Silver Spring Township,
Cumberland County, Pennsylvania, 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 devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, in equal shares, to
my children, NANCY L. HORNBERGER, DAVID L. GOCHENAUER, CLAIR E.
GOCHENAUER, and DARYL L. GOCHENAUER, provided that should any of
my children predecease me, I give and bequeath such child's share
unto his or her issue per stirpes by representation, and if there
be a failure of same, then I give and bequeath such deceased
child's share to my surviving children as provided herein.
SECOND: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all property,
exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease, for
any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or condi-
tions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and to
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee stock
ownership plan, or any other type of qualified plan) to the extent
the plan or the law permits them to do so, and to exercise any
other rights which they may have under the plan, in whatever
manner they consider advisable.
THIRD: I direct that all inheritance, estate, transfer,
succession and death taxes, of any kind whatsoever, which may be
payable by reason of my death, whether or not with respect to
property passing under this Will, shall be paid out of the princi-
direct that my Executor or Executrix, as the case may be, and
their successors, shall not be required to post security or a bond
for the performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
to this, my Last Will and Testament, this ~/ day of ~~ ,
1993.
ESTHER S. GOCHENAUER
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the presence
of each other, have hereunto subscribed our names as attesting
witnesses.
Address
Address
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 _ 02 0154
COUNTY COOE ~r. AR N~
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL} SOCIAL SECURI[Y NUMBER
I..- Gochenauer, Esther S 183-12-1978
Z
f"'tUJ DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-DO-YEAR) - - THIS RETURN BUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
U,I 01125102 01 ~29~21
III (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
[] 1. Original Return [] 2. Supplemental Return [] 3. Remnainder Retom (date ofdea~ ~ to 12-13-a2)
[] 4. L~ited Estate [] 4a. Futura Interest Compromise (dam of de~h alter 12-12~) [] 5. Federal Estate Tax Return Required
~-~ 6. Decede~tDiedTestato(,~amcopyo~Wa) [] 7. Decedest Maintained a Living Trust p, ramcmydT~st) 1 8. Totol Number of sefe Deposit Boxes
[] 9. L~jafion Proceeds Reueived [] lO. SpousalPove~Credit(daeofa~ht~,~a12-31.Slandl.l.~) [] 11. Election to tex under Sec. 9113(A)(Atia~scao)
:THIS S~.~ ~ST ~ C~~. ~L ~ESPONDE~ ~ ~~~,.TAX INFORMATION S~U~:E ~D
NAME COMPLETE MAILING ADDRESS
Daryl L Gochenauer
I
F)RM N~E ileal ) 926 West Tdndle Road
I
Mechanicsburg PA 17055
TELEPHONE NUMBER
(717) 766-7022
1. Real Estate (Schedule A) (1) 95,000.00
2. Stocks and Bonds (Schedule B) (2) 2,407.59
3. Closely Held Corporation, ~hip or Sole-Pmprlatorship (3)
4. Modgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 42,843.83
(Schedule E)
6, Jointly Owned Property (Schedule F) (6)
U Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 50,693.69
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7) (8)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 16,662.44
10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) (10)
11. Total Deductions (total IJnes 9 & 10) (11)
12. Net Value of Estate (Une 8 minus Line 11 ) (12)
13. Charitable and Govemrnentel Baquests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
190,945.11
16,662.44
174,282.67
14. Net Value Subj~d to Tax (Line 12 minus Line 13) (14) 174,282.67
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES
15. ,Nnount of Line 14 taxable at the spousal tax
rate, ortransfe~s under Sec. 9116 (a)(1.2) x .0 __ (15)
16. Amount of Line14 te~(able at lineal rate 174,282.67 x .0 45 (16)
17. Amount of Line 14 taxable at sibling rote x .12 (17)
18. Amount of Line 14taxable at colleteralmte x .15 (18)
19. Tax Due (19)
7,842.72
· > BE S~ TO ~ ALL QUESTIONS REVERSE SIDEAND RECI. a=C_-K MATH < <
Deced~nt's Complete Address:
952 West Trindle Road
CtTY Mechanicsburg
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit Z~'o
B. Pdor Payments 7,135.16
C. Discount 300.00
Interest/Penalty if applicable
D. Interest
E. Penalty
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Une 20 to request a refund
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is Ute TAX DUE.
A. Enter the interest on Ihe tax due.
B. Enter the telal of Line 5 + SA. This is the BALANCE DUE.
IsTATE PA I zIP 17055
(1) 7,842.72
Total Credits (A + B + C ) (2) -.~
Total Interest/Penalty ( D + E ) (3)
(4)
(5) $ ~$. '7 ~.
(5A)
(58)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. mcoive the promise for life of either payments, benefits or cam? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-pmbete property which
contains a beneficiary designelion? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Undm v~,~ of p~ju~j, I ,~=.;mu tha~l have e.~,~,~.~l lhis rata1% indugrmg accompanying schedules and stataments, and 1o ~*te best of my knowledge and belief, it is tree, correct and cemplete.
DATE
~? - ..7..,..<--- o3
926 West Trindle Road, Mechanicsburg PA 17055
SIGNATURE OF PratE. PARER OTHER THAN REP~NTATlVE DATE
For dotes of death on or after July 1, 1994 and before January 1, 1995, the lax rote imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 RS. §9116 (a) (1.1)(i)].
For dates of death on or alter January 1, 1995, the tax rote imposed on the net value of transfers te or for the use of the su~ving spouse is 0% [72 RS, §9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dotes of death on or after July 1, 2000:
The lax rate imposed on the net value of transfers from a deceased child [wenly-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparenl of the child is 0% [72 P.S. ~9116(a)(12)].
The lax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, excep{ as noted in 72 P.S. §9116(1.2) [72 P.S. §9115(a)(1)].
The lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
Estate ot~
Soc Sec #:
Date of Death:
Esther S. Gochenauer
183-12-1978
01/25/2002
Safe Deposit Box Inventory
Mellon Bank (nka Citizens Bank)
Note: The Safe Deposit Box Inventory listed several Certificates of Deposit; many of the
certificates had akeady matured and been cashed. The papers for the matured certificates
had been "filed" in the safe deposit box. All certificates that were open as of the
decedent's date of death are listed on the appropriate schedules of the Inheritance Tax
Return.
REV-1502 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Esther S. Gochenauer
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-02-0154
All real property owned solely or as a tenant In common must be reported at fair market value. Fair marketvalue is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship muat be dlscloeed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. $79167
The following is listed on two deeds and has only one tax bill under Parcel
Identifier: 28-24-0781-008. All that certain tract of land situate in Silver Spring
Township, Cumberland County, Pennsylvania, bounded and described as
follows: On the south by the Trindle Spdng Road; on the east by land
formerly of Frank R. Greider and wife, now of Warren L. Gochenauer and
Esther E. Gochenauer, his wife, grantees herein; on the north by land now or
formerly of Harry P. Myers and Nora S. Myers, his wife; and on the west by
land of Samuel G. Enck and wife; having a frontage on the Trindle Spring
Road of fifty (50) feet and extending an even width for a depth of two hundred
and ten (210) feet to land now or formerly of said Harry P. Myers and wife on
the north.
All that certain tract of land situate in Silver Spring Township, Cumberland
County, Pennsylvania, bounded and described as follows, to wit: - On the
South by the Trindle Springs Road; on the East by land now of Robert L.
Shannon and Mildred L. Shannon, his wife; on the North by land now or
formerly of Harry P. Myers and Nora S. Myers, his wife; and on the West by
land now of Mae Garber Zeigler, having a frontage on the Trindle Springs
Road of Fifty (50) feet and extending at an even width for a distance of Two
hundred ten (210) feet to the land of Harry P. Myers and Nora S. Myers, his
wife.
Another parcel is listed on a second tax bill listed under Pamel Identifier:.
38-24-0781-013. All that certain tract of land situate in the Township of Silver
Spring, County of Cumberland and State of Pennsylvania, bounded and
described as follows:
Beginning at a point marked by an iron pin, which said point is at corner of
other land of the grantee herein; thence along the line of said other land of the
grantee herein, South 77 degrees 26 minutes West, one hundred (100) feet to
a point in the line of land now or late of Samuel G. Enck; thence along the line
of said land of Samuel G. Enck, North 8 degrees 22 minutes West, two
hundred twenty-three and fifty-six one-hundredths (223.56) feet to a post in
the line of land of David D. Coover; thence along the line of said land of David
D. Coover, North 78 degrees 23 minutes East, ninety-nine and eighty-nine
one-hundredths (99.89) feet to a stake; thence along the line of other land of
the grantor herein, of which this is a part and now or about to be conveyed to
Robert L. Shannon and wife, South 8 degrees 22 minutes East, two hundred
twenty-one and ninety one-hundredths (221.90) feet to an iron pin, at the
point and place of beginning.
THE ABOVE LISTED PARCELS OF LAND ARE SITUATE AT 952 WEST
TRINDLE ROAD, MECHANICSBURG, PA 17055.
$15833
TOTAL (Also enter on line 1, Recapitulation) $ 95,000.00
(ff more space is needed, Insert additional sheets of the same size)
STEVEN W. BARRETT REAL ESTATE
& APPRAISAL SERVICES
File No. 02-0183
04/0112002
Mrs. Nancy Hornbarger
19 Clouser Road
Mechanicsburg, PA 17055
File Number: 02-0183
Dear Mrs. Hornberger;
in accordance with your request, I have personally inspected and appraised the real property at:
952 W. Trindle Road
Mechanicsburg, PA 17055
The purpose of this appraisal is to estimate the market value of the subject property, as improved.
The property rights appraised are the fee simple interest in the site and improvements.
In my opinion, the estimated market value of the property as of March 20, 2002
is:
$95,000
Ninety-Five Thousand Dollars
The attached report contains the description, analysis and supportive data for the conclusions,
final estimate of value, descriptive photographs, limiting conditions and appropriate certifications.
Respectfully submitted,
·
Steven W. Barrett, SRPA, SRA
Certified General Appraiser
CERTIFICATE OF RESIDENCE.
I do hereby c~rtify that the precise residence of t~e ~thin ~med grantee
~ ~ ~. - ...... , Me~hanicsburg, Pa.
~ °
r2J I-.q
COMMONWEALTH 0~ PENNSYLVANIA,
~ - ...... JVarranty Deed
~[a~e £1~Z twenty-sixth day of August ir~ the year
of o~r Lord one thousand r~ir~e h~ndred and fbrty-six (1946.)
t~t~een FRANK R. GREIDER and BELVA K. GREIDER, his wife, of the
Borough of Mechanicsburg, County of Cumberland and State of
Pennsylvania,
WARREN L. GOCHENAUER and ESTHER S. GOCHENAUER, his wife,
of the same place,
l~titne~e£~, that in eonsidera~io~ of the sum of One (~1.00) Dollar and
other good and valuable considerations ....
iN hand paid, the reeeip~ whereof is hereby acknowled~ed, the said ~rc~or s
do hereb!/ ~t:a,~ arid convey ~o ~he said ~rantees , ALL that certain
tract of land situate in Silver Spring Township, Cumberland
County, Pennsylvania, bounded and described as follows, to wit:-
On the South by the Trindle Springs Road; on the East by
land now of Robert L. Shannon and Mildred L. Shannon, his wife;
on the North by land now or formerly of Harry P. Myers and Nora
S. Myers, his wife; and on the West by land now of Mae Garber
Zeigler; having a frontage on the Trindle Springs Road of Fifty
(50) feet and extending at an even width for a distance of Two
hundred ten (210) feet to the land of Harry P. Myers and Nora S.
Myers, his wife.
Being the same tract of land which Harry P. Myers and Nora
S. Myers, his wife, bytheir deed dated December 27,1944 and
recorded in the Recorder's Office in and for Cumberland County in
Deed Book "X" Volume 12, Page 315, granted and conveyed unto
the said ~ranior s , do hereb!/ eover~r~t that, they
generally ~he property herebl/ cor~veyed.
will W'JIRRdIJV'T
an i~[tng~e; llli~bgrgof, said _gro~ntor s ]~6~ve here~r~o set
seals tke day ~r~d year first` above
their hands and
State of Pennsylvania ~
County of Cumbe rl and
On this, the 26th day of
August
~ 19 46 , before me
the undersigned officer, personally appeared Frank R. Greider and Belva K.
Greider, his wife,
known to me (or satisfactorily proven) to be the person s whose name s are subscribed to the
within instrument, and acknowledged that they executed the same low the purposes therein
CERTIFICAT~ OF RESIDENCE
hereby certify that the ~rrecise residence of the within named grantee is
20l-CT-W~trranty Deed
Henry Hall, Ina., Indiana, Pa.
~1~ ~ twenty-ninth day o£ ~.;ay ir~ ~ke year
o/' o~r Lord o~e ~hou,s~ ~i~e k~dred and forty-eight;
~t~ I¥lae Garber Zeigler, widow, of the Borough of I,~echanicsburg,
Cmaberland Comity, Pennsylv~ia,
Grat*~Or
at*d Warren L. Gochenauer m~d Est~er t$. Gochenauer, his wife, of
Silver Spring To,reship, Curaberland County, Pennsylvania,
~[[[n~Z~/~, thc~t it, eot*sidera~ionof one dollar m~d other valuable
consideration, /Dollars,
ir, h~,nd paid, ~he reeeip~ wh, ereof is h, ereby ae~nowled~'ed, the said ~'ran~or
do ~shereby ffran~ and eo~ve.q to ~he said ~rantee s ,
~L T]:tAT CERTAI~ TRACT 0F L;~Q'D situate in Silver Spring Townshi' ,
Cm~berland Cmmty, Pennsylvania, bounded end described as follows:
0n the south by the TrinO. le Spring Road; on the east by land
for;nerly of Frank R. Greider and wife, now of ~¥arren L. C~chenauer
and Esther E. Gochenauor~ his wife, grantees herein; on the north
by land now' or formerly of Harw P. ~,lyers and Nora S. ~.,]Yers, his
wife; and on the west by land of Sanuel G. Enck m~d wife; having a
frontage on ~e Trindle Spring Road of fifty (50) feet and extend~g
an even width for a depth of two hundred and ten (El0) feet to l~d
now o~ for~erly of said Harry P. ~Wers and wife on the north.
Being the san~e premises which Harry P. I~.~yers and Nora S. I~,Brers,
his wife, by their deed dated December ET, 1944, ~d recorded in the
Recorder's Office in ~md for Cm~erland Co unty in Deed Book X, Vol.
l~, Page 402, conveyed to ~ae Garber Zeigler, the present grantor
qtnll the said ~rar~tor , does hereby ~ovenant that she
GENERALLY the prope~.ty hereby ~onveyed.
will VF~lRR21JVT
seal t],e day arid year first above writter~.
hated o
State of P ennsyl vania
County of Cumbe~,~l and ·
On this, the 2,9th day of L~ay
the undersigned officer, personally appeared
,Zed. gler
,19 48 , before me
known to me/~r/~h/i/f/ai~/ily~Yz/o~g~/)/~ be the person whose name :: S subscribed to the with-
in instrument, and aeknowledged that she executed same for the purposes therein contained.
IN WITNESS WHEREOF, said grantor
the day and year first above written.
has ~ hereunto set._ h±s hand and seal
\ ......... ~.~!~ ~ .......................... ~
/ (j John M.L~ones ~-~
State of Pennsylvania
County of ~umberland
On this, the
I SS,
day of ~,~
, 1965 , before me,
the undersigned officer, personally appeared
John M. Jones, widower,
known to me (or satisfactorily proven) to be the person whose name is subscribed to the with-
· .i~r~[~t~;ument. and acknowledaed that he executed same for the purposes therein contained.
,~.,,~,,"~"~'~i'~,~ii~IT'NESS WHEREOF,-I hereunto set my hand and o~cial seal.
~'" .- '~:~ : NOTARY PUBLIC
~/,~,~ ~: r ~ ~ly"~6'~i~i~'~t'pt~'F~'~;'~'~ ......... ~'['; ........ 7"*~'~ .....................
~vt .~ ~ do herebv certify that the pr~se residence and complete post o~ce address of
y't~eX~i~hln named gr-%ntee is
.~.. . .................................. ~, .......... ,..~,~....~.....~ .......... , ........................
~,orne~ ~or ................ ,~.~.~.,~~~ .................
~ o
o o
COMMONWE,~LTH OF PENNSYLVANIA
201-BT~W~rr~ Deed, Short Fa~z~ Act o~ 1909. Single
'Henr~ Hall. Inc., ~ Pa,
MADE THE day of
of our Lord one thousand nine hundred and sixty-five (1965)
in the year
BETWEEN JOHN M. JONES, widower, of the Borough of Camp Hill, County
of Cumberland and State of Pennsylvania, party of the first part,
Grantor ,
and ESther S. Gochenauer, of the Township of Silver Spring, County
of Cumberland and State of Pennsylvania, party of the second part,
Grantee ,
WITNESSETH, that in consideration of the sum of
*****One Thousand ($1,000.00) Dollars,
in hand paid, the receipt whereof is hereby acknowledged, the said grantor do es hereby grant and
convey to the said grantee ,
ALL THAT CERTAIN tract of land situate in the Township of Silver
Spring, County of Cumberland and State of Pennsylvania, bounded smd
described as follows:
BEGINNING at a point marked by an iron pin, which said point
is at corner of. other land of the grantee herein; thence along the
line of said other land of the grantee herein, South 77 degrees 26
minutes West, one hundred (100) feet to a point in the line of land
now or late of Samuel G. Enck; thence along the line of said land of
Samuel G. Enck, North 8 degrees 22 minutes West, two hundred twenty-
three and fifty-six one-hundredths (223.56) feet to a post in the
line of land of David D. Coover; thence along the line of said land
of David D. Coover, North 78 degrees 23 minutes East, ninety-nine and
eighty-nine one-hundredths (99.~9) feet to a stake; thence along the
line of other land of the grantor herein, of which this is a part
and now or about to be conveyed to Robert L. Shannon and wife, South
8 degrees 22 minutes East, two hundred twenty-one and ninety one-
hundredths (221.90) feet to an iron pin, at the point and place of
BEGINNING.
BEING a part of the same premises which Harry P. Myers and
Nora S. Myers, his wife, ~by their Deed dated May 29, 1945, and re-
corded in the Office of the Recorder of Deeds in and for Cumberland
County, Pennsylvania, in Deed Book "Y" Volume 12 at Page ~0t+,
' ,
granted and conveyed unto John M. Jones and Mary Louise Jones, his
wife; the said Mary Louise Jones died on the 29th day of January,
1963, whereupon sole title became vested in John M. Jones, the within
gr ant o r.
REV-150~ EX+
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Eslher S Gochenauer
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-02-0154
All pmpe~y joinity-owned with rigM of surYIvorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Prudential Financial, Inc
49 shares Common Stock CUSIP 744320102
U.S. Savings Bonds
5 - $25 E Series Bonds purchased in 1958
TOTAL (Also enter on line 2, Recapitulation
$1479.80
$927.79
2,407.59
(If more space is needed, insert additional shee~s of the same size)
A
Prudential Financial
0001384369
ESTHER S GOCHENAUER
952 W TRINDLE RD
MECHANI¢SBURG PA
17055
010006491859
Transaction Statement
NUMBER OF SHARES CREDITED
49.0000
TRANSFERAGENT ACCOUNT NUMBER
649 1859
CUSIP NUMBER
744320 10 2
PIN/PASSWORD - PLEASE KEEP CONFIDENTIAL
6926 6849
January 2002
We're pleased to welcome you as a ne',,' stockholder of Prudential Financial, Inc.
(h~ December 18,2001, Pru~lential completed its conversion from a mutual company to a stock company. As part of our
conversion, we are issuing stock to eligible owners of the company. This includes anyone who owned an eligible policy
or annuity contract as of December 15, 2000. You have received the number of shares listed above. Compensation for all
of your policies eligible for stock is included in this statement.
This does not affect your insurance policy or annuiD' in any way.
Stock ownership is a benefit of holding an eligible policy or contract. It does not replace yom' policy or contract, or
change your benefits, cash values, eligibility for policy dividends or guarantees. You do not have to give anything up to
receive stock.
Why vou received stock instead of cash.
YotJr~ay have expected to receive cash as your Ibm~ of compensation. However, you are receiving stock because the
number of shares allocated to you was above 30 shares, the cash cut-off limit established by the Board of Directors.
How your allotment of shares was determined.
Company actuaries and external advisors developed a plan Ibr dividing the value of Prudential among its owners.
Factors such as the type of life, annuity or health policy or contract you owned, the Ihce value, and how long you owned
it determined how many shares you received.
Your shares are registered on the books of Prudential Financial, Inc.
Prudential has engaged EquiSep,'e T~Ist Company, N.A., a pravidcr of shareholder szr','icc$, tu hold your shares at nc
cost to you. A stock certificate is not required to continue holding your shares in book-entry ibrn~. The enclosed brochure
explains how to hold shares, transfer or sell sha'es, or obtain a stock certificate, through EquiServe. Note: If you would
like EquiServe to continue holding your shares at no cost, no action is required.
A commission-free sales and purchases program will be available for certain shareholders in the l'uture.
To participate, you must own 99 shares or fewer and hold your shares in book-entry Ibnn as they ,are now. See back for
more information.
What vou should do now.
1) Ke~p this statement tbr your records.
2) Read the enclosed brocl~ure for intbnnation on how you can hold, transfer or sell yom' shares through EquiServe's
Sales FaciliW, or obtain a stock certificate.
SEE BACK FOR ADDITIONAL 1NFORIvlATION.
QLl~ioD$? Call 1-800-305-9404 weekdays fi-om 8:00 a.m. to 7:00 p.m. (ET). For hearing impaired, call 1-800-619-2837.
Or visit prudential.equiserve, com
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Savings Bond/Coupon
Interest Reporting Form ~ CITIZENS BANK
This information is being furnished to
the Internal Revenue Service for tax year
' -~ ..... Interest Earned $. , ·
Number of I~ms --
[] Bond Coupons
Nome and Current Addr?s: (Please print or type legibly) Taxpayer Identification Number of Person Redeeming
' '- ~/f_.,+.; . ~:" · , -~' -'" ' ?.:~._'~ Customer Signatarre
Citizens Bank of Pennsylvania
Citizens Bank
Members FDIC
C-BR-3132 Rev. [12/01) PD 10/01
CUSTOMER COPY
REV-I,508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
EsU~er S Gochenauer
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FiLE NUMBER
21-02-0154
Include the ~____ of litigation ~ ~e date ~e proceeds were received by the estate.
All property joinfly-ewned with right of survivorship mu~t be disclosed on Schedule F.
ITEM VAJ. UE AT DATE
NUMBER DESCRIPTION OF DEATH
2.
3.
4.
5.
6.
7.
8.
9.
11.
12.
13.
14.
15.
16.
17.
18.
Cash on hand
1969 Chevrolet Chevelle Malibu, 2 door, 8 cylinder
Clothing
Furniture
Jewelry
Appliances (refrigerator, washer)
Television
Dishes, tableware, pots, pans
Household tools, gardening equipment
Citizens Bank (formerly Mellon Bank) Checking Account Number 142-110-6467
Citizens Bank (formerly Mellon Bank) Savings Account Number 140-112759
Citizens Bank (formerly Mellon Bank) Certificate of Deposit Number 140-001560-C
Citizens Bank (formerly Mellon Bank) Certificate of Deposit Number 01151869
PNC Bank Certificate of Deposit Number 21001029562
PNC Bank Certificate of Deposit Number 31500076490
Capital Blue Cross - refund of health insumnca premium
Cadisle Sentinel - refund of newspaper subscription
PennDOT - refund of car registration
100.00
400.00
50.00
200.00
50.00
50.00
25.00
50.00
100.00
6,012.43
2,244.38
5,011.64
10,020.19
1,017.38
17,346.42
106.15
24.24
36.00
TOTAL (Also enter on line 5, Recapitulation) $ 42,843.83
(ff mom spBce is needed, insert additional sheets of bhe same size)
MAR-24-2003 13:49 CITIZENS BANK 412 5665610 P.05/05
TOTAL P.05
Mellon Bank
Savings Statement
DIRECT INQUIRIES TO:
h,,lll,,,lll,,,,I,l,,hl,,h,lll,,,I,,h,,,Ihh h,,I,h,hll
ESTHER S GOCHENAUER 0000O`3
952 H TRINDLE RD 0°,14
MECHANICSBURG PA 17055-4081 ~(
MELLON SANK NA
COMMONHEALTH REGION
2 H MAIN ST
MECHANICSBURG PA 17055-6231
717-766-O`7O`5
001O`0-11275g
PAGE 1
STATEMENT
FROM 01/25/02 TO 02/19/02
WELCOME TO CZTTZENS BANK. YOUR C'rTTZENS BANK ACCOUNT(S) SHOWN ON THIS
STATEMENT TS/ARE CURRENTLY SERVICED ~ty MELLON BANK FOR CITIZENS BANK.
'iF YOU HAVE ANY QUEST'rOWS, PLEASE STOP BY YOUR LOCAL BRANCH OR CALL
1-800-566-3983 ANYTIME. THANK YOU FOR BANKING WITH ClT/ZENS BANK.
~TA.___TEMENT SAVINGS ACCO6-NT 00140-112759~'~
OPENING BALANCE AS OF 01/23/02 Z,Zq~.O0
TOTAL DEPOSITS AND OTHER ADDITIONS INCLUDING INTEREST CREDITED THIS PERIOD +.76
TOTAL HITHDRANALS THIS PERIOD INCLUDING ANY APPLICABLE FEES
CLOSING BALANCE AS OF OZ/19/OZ .00
AVERAGE ACCOUNT BALANCE FOR THE STATEMENT PERIOD
INTEREST CREDITED FOR THE STATEMENT PERIOD
INTEREST CREDITED YEAR TO DATE
DATE OF LAST TRANSACTION
Z, 244.34
.76
.76
OZ/19/OZ
THIS STATEMENT REFLECTS ALL ACTIVITY FROH 01/23/02 THROUGH 02/19/0Z. YOUR ANNUAL PERCENTAGE YIELD EARNED
FOR THIS PERIOD IS O.ZSZ.
DEPOSITS
DATE AND OTHER DAILY
POSTED DESCRIPTION ADDITIONS HITHDRANALS _,~BA~.
OZ/ZS/OZ OPENING BALANCE
.O~~1/0~ )INTEREST CREDIT
OZ/19/OA INTERESTCREDIT
.48 ) Z,Zq~..q8
.Z8 Z,Z~q'.T&
OZ/19/OZ NITHDRANAL ....... Z,Zq4.76 .00
OZ/19/OZ CLOSING BALANCE
· O0
--FINAL STATEMENT--
--ACCOUNT CLOSED--
MAR-24-280~ 13:49 CITIZENS BANK 412 ~665610 P.03/05
MAR-24-200~ 1~:4g CITIZENS BANK 412 5665610
O. PNCBAN(
March 18, 2003
Daryl Gochenauer
926 W Trindle Rd
Mechanicsburg, PA
170554091
sep
Estate of Esther Gochenauer (Deceased)
SSN: 183-12-1978
DOD: 01-25-2002
Dear Ms. Gochenauer:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Certificate of Deposit
Accountg21001029562 Established 09-15 - 1986
ESTHER GOCHENAUER
DOD balance: $1,000.00 + $17.38 accrued interest
Accountg31500076490 Established 02-14-1997
ESTHER GOCHENAUER
DOD balance: $17,249.73 + $96.69 accrued interest
Account-g31000080144 Established 03-26-1997
ESTHER GOCHENAUER POD
DARYL L GOCHENAUER
DOD balance: $10,075.68 + $264.64 accrued interest
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items, please
call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office.
Sincerely, J
Helen A Cozad /,/
PNC Decedent Repbi~ing
Firstside Center
500 First Ave, 4t~ F1 CIF
Pittsburgh PA 15219-3128
1-800-762-1775
Member FDIC
REV-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Eslher S Gochenauer
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-02-0154
This schedule must be c~mpteted and filed if the answer to any of questions 1 through 4 on ~e rever~'-sTde of the REV-1500 COVER SHEET is, e&
DESCRIPTION OF PROPERTY
ITEM ~U.~X~'~EteaEO~V~*m,~SFBa~'n-L~REUmO~TOr~Ca~eWm~ DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE
NUMBER *n-EO,~EOFm,~m~, ATTACHACO~YOFTI-~D~F.O~Rrr. N~E~CATF_ VALUE OFASSEr INTEREST {~F~U~ VALUE
4. PNC Bank Certificate of Deposit Number 31000080144 10,340.32 100% 10,340.3
POD: Daryl L Gochenauer- Son
Date established: 03/2611997
2. Mellon Insurance Group 40,353.37 100% 40,353.3
now known as Citizens Investment Services Corp
Transamerica Life and Annuity
Fixed Annuity Number 26153283
Beneficiaries: Nancy L Homberger - Daughter
David L Gochenauer- Son
Clair E Gochenauer - Son
Daryl L Gochenauer- Son
TOTAL (Also enter on line 7 Recapitulation) $ 50,693.E
(If more space is needed, insert additional sheets of the same size)
PNCBAN<
March 18, 2003
Daryl Gochenauer
926 W Trindle Rd
Mechanicsburg, PA 170554091
Estate of Esther Gochenauer (Deceased)
SSN: 183-12-1978
DOD: 01-25-2002
sop
Dear Ms. Gochenauer:
In response to your request for Date of Death balances for the custOmer noted above, our
records show the following:
Certificate of Deposit
Account21001029562 Established 09-15-1986
ESTHER GOCHENAUER
DOD balance: $1,000.00 + $17.38 accrued interest
Accountg31500076490 Established 02-14-1997
ESTHER GOCHENAUER
DOD balance: $17,249.73 + $96.69 accrued interest
Accountg31000080144 Established 03-26-1997
ESTHER GOCHENAUER POD
DARYL L GOCHENAUER
DOD balance: $10,075.68 + $264.64 accrued interest
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items, please
call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office.
Sincerely,
Helen A Cozad //
PNC Decedent Repb~rting
Firstside Center
500 First Ave, 4t~ Fl CIF
Pittsburgh PA 15219-3128
1-800-762-1775
Member FDIC
03/20/03 16:06 FAX 1 319 297 8137
FIXED
March 20, 2002~
002
Annuity Company
Home Office:
Ch~lotlz, North Carolina
.Adn, i,~;st~.~ve or'ce:
4353 '~[~'Wt~o~d ~NH ......
PO Box 3183
Cedar Rapid, Imvl $2406-3183
Daryl Gochenauer
Via Facsimile
1-717-761-4315;
RE: Annuity. ~rumber(s) 26153283
Dear Mr. Gochenauer
Thank you for the recent, inquiry, on the above, lis:ed non-qualified
annuity for Esther S. Gochenaur (Dec.).
As of January 25, 2002,. the. full-accumulated value, was $40,353.37.
Transamerica Life Insurance and Annuity Company i .~ a member of the
Insurance Mar~'e t-pl~ce--STaTf~ards ~SSoci a t i-~
committed to high ethical marketplace standards i.:[ the.sale and
service of individual life insurance and annuitie.~.
If you have any questions or concerns, you may cai.1 our customer
service, line. Our toll free customer service line 1-877-717-8861, is
available Central. Time from 7:00 AM - 6:00. PM Mon~[ay-Thursday and
Friday 7:00 AM -. 4:30 PM. We appreciate your busi][ess, and look forward
to serving you in the future.
Sincerely,
Customer Care. 3roup/sg
Transamerica Life. Insurance and Annuity Company
REV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Eslher S Gochenauer
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRA11VE COSTS
FILE NUMBER
21-O2-0154
Del~s of decedent must be mpmled on Sdmdule ~L
iTEM
NUMBER DESCRIPTION
1.
5.
6.
7.
8.
9.
10.
11.
FUNERAL EXPENSES:
Myms Funeral Home
Burial Plot- Trindle Spdng Cemetery
Monument/Engraving
Trindle Spring Lutheran Church - Funeral Luncheon
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Numbm(s)/EIN Number of Personal Represantafive(s)
Street Address
city state Zip
Ysar(s) Commission Paid:
Attorney Fees
Family Exemption: (If denedent's address is no~ the same as claimant's, attach exl~anation)
Claimant
City State ~ Zip
Re~a~nship of Claimant to Decedent
Pmbete Fees
Accountant's Fees
Tax Return Pmpamr's Fees
The Patriot-News - PublicalJon of Executors' Notice
The Pabiot-News - Advertisement fee for the disposal of real estate
Pecks Septic Service - Replacement of septic tank
Check fee for estate account checks
Total of Continuation Schedule
TOTAL (Also enter on line 9, Recapitulation)
AMOUNT
7,469.00
80.00
460.00
125.00
264.00
154.12
20.55
2,462.60
20.00
5,607.17
16,662.44
(If more space is needed, inset additional sheets of the same size)
Estate off
Soc Sec #:
Date of Death:
Esther S Gochenauer
183-12-1978
01/25/2002
Cominuation of Schedule H
Funeral Expenses & Administrative Costs
11 Dean Homberger - painting/paim
12 Commode
13 UGI-Heating costs
14 United Water - water service
15 Verizon - phone service
16 PPL - electric service
17 Debra Basehore Wiest - local tax bill
18 United Remal - Ditch Witch rental for water installation
19 Dean Homberger- topsoil/grass re: installation of new septic tank
20 Steven W Barrett - property appraisal
21 Harold Coover - materials for garage repairs
22. Miscellaneous Expenses - repairs to house/property
(including water installation)
568.88
250.00
963.36
57.92
16.48
201.68
1,384.05
227.88
86.92
250.00
350.00
1,250.00
5,607.17
~ Peck,s Septic Service
t68 Pine School Road
Gardners Pa. 17324
(717)-486-5548
BILLING FOR SALE OF PROPERTY ~
Order Number #:2933
DAVID GECHENAUER
16 N. CHESTNUT STREET
DILLSBURG PA 17019
DAVID GECHENAUER
ESTHER GECHENAUER
952 W. TRINDLE ROAD
MECHANICSBURG
REALTOR
SITE ADDRESS
Att:
PA 17055
BILLING INFORMATION
Date Pumped: 5/13/2002
Billing Date: 5/13/2002
Service Charge Date: 5/13/2002
Pumping Charge: $120.00
Labor Charge: $1237.50
Material Charge: $1085.10
Service Charge: $20.00
Total Due: 10% Added After 30 Days $2462.60
Inspection Report Status: YES
((Pass or Fail)) Owners Are Responsible for Payment of Bill
WORK DONE ..
************** PERFORMED SEPTIC SYSTEM INSPECTION *******
*****"LOCATED AT, 952 W. TRINDLE ROAD, MECHANICSBURG"************
14/2/02 CHECKED TANK,LEAKED,LOCATED 2- DRAIN LINES,4/IO/02
PUMPED AND CLEANED TANK,4/12/02 -4/13/02 PERFORMED HYDRO
TESTING,4/23-24/02 INSTALLED NEW TANK,BACK FILLED TO GRADE.
THANK YOU.
I P
ECK,S SEPTIC SERVICE, SERVING THE COMMUNITY SINCE 1968~
~ THANK YOU FOR LETTING US SERVE YOU. k .... ~
REV-1513 EX+ {9-~0)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Esther S Gochenauer
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-02-0154
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECENING PROpERTY Do Not List Tmsle~(s) OF ESTATE
TAXABLE DISTRIBUTIONS [include out]tght spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Nancy L Homberger
19 Clouser Road
Mechanicsburg PA 17055
David L Gochenauer
16 North Chestnut Street
Dillsburg PA 17019
Clair E Gochenauer
212 McAltister Church Road
Cadisle PA 17013
Daryl L Gochenauer
926 West Tdndle Road
Mechanicsburg PA 17055
Daughter
Son
25%
25%
25%
25%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15~0 COVER SHEET $
(If mom space is needed, insert additional sheets of the same size)
OF
ESTHER S. C, OCHEN~UER
I, ESTHER S. GOCHENAUER, of Silver Spring Township,
cumberland County, Pennsylvania, make, publish and declare this as
and for my Last Will and Testament, hereby revoking all other
Wills and Codicils heretofore made by me.
I~: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any.property over which I hold power of appointment and
together with any insurance policies thereon, in equal shares, to
my children, NANCY L. HORNBERGER, DAVID L. GOCHENAUER, CLAIR E.
GOCHENAUER, and DARYL L. GOCHENAUER, provided that should any of
my children predecease me, I give and bequeath such child's share
unto his or her issue per stirpes by representation, and if there
be a failure of same, then I give and bequeath such deceased
child's share to my surviving children as proVided herein.
SECOND: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all property,
exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease, for
any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or condi-
tions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and to
receive the proceeds of any disposition of it.
IBl To partition, subdivide, or improve real estate and
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, 'including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws ·
(G) TO make_distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee stock
ownership plan, or any other type of qualified plan) to the extent
the plan or the law permits them to do so, and to exercise any
other rights which they may have under the plan, in whatever
manner they consider advisable.
HI~: I direct that all inheritance, estate, transfer,
succession and death taxes, of any kind whatsoever, which may be
payable by reason of my death, whether or not with respect to
property passing under this Will, shall be paid out of the princi-
pal of my residuary estate.
direct that my Executor or Executrix, as the case may be, and
their successors, shall not be required to post security or a bond
for the performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
to this, my Last Will and Testament, this~/ day of ~ ,
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the presence
of each other, have hereunto subscribed our names as attesting
witnesses.
Address
Address
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
~"~T/iE-,q .5'7
Date of Death: ~7~/t.d,q&~/ ~ ZOOZ
Will No..L'~O02 - 00/-'*'6/
Admin. No. 2/- o 2 - O X.ff't)/
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on /lt:',~'/t.. /! 2002 :
Name Address
16 N Cit~-$T~IUT ST Z)it..tLS~UR6 PA /'7Oleg
!
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: Apt~lt :2., 2ooz
Signature
Telephone (7lq) ~,/, - q022.
Capacity: ~Personal Representative
Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD O01104
GOCHENAUER DARYL L
926 WEST TRINDLE RD
MECHANICSBURG, PA 17055
........ fold
ESTATE INFORMATION: SSN: 183-12-1978
FILE NUMBER: 2102-01 54
DECEDENT NAME: GOCHENAUER ESTHER S
DATE OF PAYMENT: 04/23/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE! OF DEATH: 01/25/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $5,700.00
TOTAL AMOUNT PAID'
$5,700.00
REMARKS: NANCY LHORNBERGER
C/O DARYL L GOCHENAUER
CHECK# 107
INITIALS: AC
SEAL
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HAF~RISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
001112
HORNBERGER NANCY L
19 CLOUSER RD
MECHANICSBURG, PA 17055
........ fold
ESTATE INFORMATION: SSN: 183-12-1978
FILE NUMBER: 2102-01 54
DECEDENT NAME: GOCHENAUER ESTHER S
DATE OF PAYMENT: 04/25/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/25/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
02118132 $218.25
REMARKS:
TOTAL AMOUNT PAID'
NANCY G HORNBERGER
$218.25
SEAL
CHECK# 2104
INITIALS: CW
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
GENERAL INFORHATION
1. FAILURE TO RESPOND #ILL RESULT IN AN OFFICIAL TAX ASSESSMENT .ith applicable interest based on information
submitted by the financial institution.
Z. Inheritance tax becomes delinquent nine months after the decedent's date of death.
$. A joint account is taxable even though the decedent's name was added as a aattar of convenience.
4. Accounts (including those held between husband and wife) which the decedent put in joint names within one year prior to
death are fully taxable as transfers.
S. Accounts established jointly between husband and wife more than one year prior to death are not taxable.
6. Accounts held by a decedent "in trust for" another or others are taxable fully.
REPORTING TNSTRUCTIONS - PART I - TAXPAYER RESPONSE
1. BLOCK A - If the information and computation in the notice are correct and deductions are not being claimed, place an "X"
in block "A" of Part i of the "Taxpayer Response" section. Sign two copies and submit thee with your check for the amount of
tax to the Register of Nills of the county indicated. The PA Department of Revenue will issue an official assessment
(Fora REV-1548 EX) upon receipt of the return from the Register of Hills.
Z. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance
Tax Return filed by tho dacadent's representative, place an "X" in block "B" of Part I of the "Taxpayer Response" section. Sign one
copy and return to the PA Department of Revenue, Bureau of Individual Taxes, Dept Ze0601, Harrisburg, PA 171ze-0601 in the
envelope provided.
$. BLOCK C - If the notice information is incorrect and/or deductions are being claimed, check block "C" and complete Parts Z and $
according to the instructions below. Sign two copies and submit them with your check for tho amount of tax payable to the Register
of Rills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-1548 EX) upon receipt
of the return from the Register of Rills.
TAX RETURN - PART Z - TAX COHPUTATION
LINE
1. Enter the date the account originally wes established or titled in the manner existing at date of death.
NOTE: For a decedent dying after 1Z/1z/e2: Accounts which the decedent put in joint names within one (1) year of death are
taxable fully as transfers. However, there is an exclusion not to exceed $5,000 par transferee regardless of the value of
the account or the number of accounts held.
If a double asterisk (.N) appears before your first name in the address portion of this notice, the $5,000 exclusion
already has been deducted from the account balance as reported by the financial institution.
Z. Enter the total balance of the account incIuding interest accrued to the date of death.
5. The percent of the account that is taxable for each survivor is detarained as follows:
A. The percent taxable for joint assets established more than one year prier to the dacedent's death:
I DIVIDED BY TOTAL NUMBER OF DIVIDED BY TOTAL NUMBER OF X lO0 = PERCENT TAXABLE
JOINT ORNERS SURVIVING JOINT ORNERS
Example: A joint asset registered in the name of the decedent and two other persons.
1 DIVIDED BY 5 (JOINT O#NERS) DIVIDED BY Z (SURVIVORS) = .167 X 100 = 16.7Z (TAXABLE FOR EACH SURVIVOR)
B.The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held
in trust for another individualEs) (trust beneficiaries):
1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT X 100 = PERCENT TAXABLE
ORNERS OR TRUST BENEFICIARIES
Example: Joint account registered in the name of the decedent and twa other persons and established within one year of death by
the decedent.
I DIVIDED BY Z (SURVIVORS) = .50 X lO0 = 50Z (TAXABLE FOR EACH SURVIVOR)
4. The amount subject to tax (line 4) is determined by multiplying the account balance (line Z) by the percent taxable (line
5. Enter the total of the debts and deductions listed in Part 5.
6. The amount taxable (line 6) is determined by subtracting the debts and deductions (line 5) from the amount subject to tax (line
7. Enter the appropriate tax rate (line 7) as determined below.
Da~e of Death Spouse Lineal Sibling Collateral
07/01/94 ~o 12/31/94 SZ 6Z 15Z 15Z
01/01/96 ~o 06/50/00 OX
07/01/00 ~o presen~ OX q.$Zx 12Z
mThe tax rate imposed on the net value of transfers free a deceased child twenty-one years of age or younger at
death to or for the usa of a natural parent, an adoptive parent, or a stepparant of the child is OZ.
The lineal class of hairs includes grandparents, parents, children, and lineal descendents. "Children" includes natural children
whether or not they have been adopted by others, adopted children and step children. "Lineal descendents" includes all children of the
natural parents and their descendents, whether or not they have been adopted by others, adopted descendants and their descendants
and step-descendants. "Siblings" are defined es individuals who have at least one parent in common .ith the decedent, whether by blood
or adoption. The "Collateral" class of hetrs Jncludes all other beneficiaries.
CLAIMED DEDUCTIONS - PART 5 - DE~TS AND DEDUCTIONS CLAIMED
Allowable debts and deduct[one are determined as follo.s:
A. You legally are responsible for payment, or the estate subject to administration by a personal representative is insufficient
to pay the deductible items.
B. You actually paid the debts after death of the decedent and can furnish proof of payment.
C. Debts being claimed must be itemized ;ully in Part ~. ~ additional space is needed~ use plain paper 8 1/Z~ x 11". ProD; o;
payment may be requested by the PA Department of Revenue.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NANCY
19 CLOUSER RD
HECHANICSBURG
HORNBERGER
PA 17055
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF THHERTTANCE TAX
APPRAXSEI~ENT. ALLOHANCE OR DISALLOHANCE
OF DEDUCTIONS, AND ASSESSHENT OF TAX OH
JOINTLY HELD OR TRUST ASSETS
DATE 07-22-2002
ESTATE OF GOCHENAUER
DATE OF DEATH 01-25-2002
FILE NUMBER 21 02-0154
COUNTY CUMBERLAND
,,iL.i!_ ~:~! ~" :i~ SSN/DC 185-12-1978
ACN 02118152
Amount Remitted
REV*IS48 E~ &FP (01-02)
ESTHER S
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE
RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1548 EX AFP C01-02)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-22-2002
ESTATE OF GOCHENAUER
ESTHER S DATE OF DEATH 01-25-2002 COUNTY CUMBERLAND
FILE NO. 21 02-0154 S.S/D.C. NO. 185-12-1978 ACN 02118152
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO.
1855505690
TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST C ~ TIME CERTIFICATE
DATE ESTABLISHED 05-I0-I997
Account Balance 10,210.66
Percent Taxable X 0.500
Amount Subject to Tax 5,105.55
Debts and Deductions .gO
Taxable Amount 5,105.55
Tax Rate X .45
Tax Due 229.74
NOTE:
TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
04-25-2002 CD001112 11.49 218.25
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN ¢1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CA), YOU HAY ~E DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. }
229.74
.00
.00
.00
PURPOSE OF
NOTICE:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S.
Section 9140).
PAYMENT:
REFUND CCR):
OBJECTIONS~
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the
reverse side.
-- Make check or money order payable to: REGISTER OF NILLS, AGENT.
A refund of a tax credit, which was not requested on the tax return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" CREV-I$1$). Applications are available at the Office of
the Register of Nills, any of the 25 Revenue D/strict Offices or by calling the special 24-hour answering service
for forms ordering: 1-800-562-2050; services for taxpayers with special hearing and or speaking needs:
]-800-447-$020 CTT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions or assessment
of tax (including discount or interest) as shown on this Notice may object within sixty C&O) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--electing to have the matter determined at the audit of the account of the personal representative, OR
--appeal to the Orphans' Court
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" CREV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three ($) calendar months after the decedent's death, a five percent
discount of the tax paid is allowed.
The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine C9) months and one (1) day
from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982
bear interest at the rate of six I&X) percent per annum calculated at a daily rate of
All taxes which became delinquent on or after January 1, 1982 will bear interest at a rate which wi1! var~ from
calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable
interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20~ .000548 1992 9X .000247
1983 l&~ .000458 1995-1994 7~ .000192
1984 11~ .000501 1995-1998 9~ .000247
1985 15~ .00035& 1999 7~ .000192
1986 lOX .000274 2000 8~ .000219
1987 9~ .000247 2001 9~ .000247
1988-1991 IIX .000301 2002 6~ .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sho~n on the
Notice, additional interest must be calculated.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISSURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002310
GOCHENAUER DARYL L
926 WEST TRINDLE RD
MECHANICSBURG, PA 17055
fold
ESTATE INFORMATION: SSN: 183-12-1978
FILE NUMBER: 2102-01 54
DECEDENT NAME: GOCHENAUER ESTHER S
DATE OF PAYMENT: 03/19/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/25/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,458.96
TOTAL AMOUNT PAID:
$1,458.96
REMARKS: DARYLLGOCHENAUER
SFAL
CHECK# 5006
INITIALS: JA
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002333
GOCHENAUER DARYL L
926 WEST TRINDLE RD
MECHANICSBURG, PA 17055
........ fold
ESTATE INFORMATION: SSN: 183-12-1978
FILE NUMBER: 2102-01 54
DECEDENT NAME: GOCHENAUER ESTHER S
DATE OF PAYMENT: 03/25/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE! OF DEATH: 01/25/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $383.8O
TOTAL AMOUNT PAID:
$383.80
REMARKS: DARYLL GOCHENAUER
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002333
GOCHENAUER DARYL L
926 WEST TRINDLE RD
MECHANICSBURG, PA 17055
........ fold
ESTATE INFORMATION: SSN: 183-12-1978
FILE NUMBER: 2102-01 54
DECEDENT NAME: GOCHENAUER ESTHER S
)ATE OF PAYMENT: 03/25/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/25/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~383.80
REMARKS:
DARYLL GOCHENAUER
TOTAL AMOUNT PAID:
$383.80
SEAL
CHECK# 5008
INITIALS: AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF
PEI~ISYLVANIA
OEPARTMENT OF REVENUE
DEFT. 28~01
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
n~N~MBER
21 _ 02 0154
Z
W
iii
UJ
OECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Gochenauer, Esther S
DATE OF DEATH {MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
01/25102 01/29/21
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
183-12-1978
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D1. Original Return
~-'] 4. Limited Estate
[~"] 6. Decedent Died Testate (~ c~py orva)
r--] 9. Lifigstion Proceeds Received
[~2. Supplemental Return
~---~ 4a. Future Interest Compromise (~ ~eth ~te ~Z.~2.S2)
[--"~ 7. Decedeflt Maintained a Living Trust (Ata~ c~oy o~Tn~t)
---]10. Spousal Poverty Credit (dee (~ be~en ~2-3~.m an~ 1-1~)
[---~ 3. Remainder Return (~ate or~h Pa~t~ 12-13-82)
r---] 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
-'-]11. Election to tax under Sec. 9113(A) (Attach
NAME
Daryl L Gochenauer
FIRM NAME
TELEPHONE NUMBER
(717) 766-7O22
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Scte-Propdetorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
r-"~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Pmbato Property (7}
(Schedule G or L)
8, Tofal Gross Assets (total Lines I-7)
9. Funeral Expenses & AdmintstralNe Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)(10)
11. Total Deductions (final Lines 9 & 10)
12. Net Value of Eatde (Una 8 minus Line 11)
13.
COMPLETE MAILING ADDRESS
926 West Tdndle Road
Mechanicsburg PA 17055
22,000.00
353.11
(8)
11,067.96
(11)
(12)
(13)
22,353.11
Charitable and Govemreantal Boquasta/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Una 12 minus Line 13) (14)
11,067.96
11t285.15
11,285.15
SEE INSTRUC110NS ON EEVERSE SIDE FOE AI~LICABLE PATES
15. Amount of Line 14 taxable at the spousal tax
rate, or trausfe~s under Sec. 9116 (a)(12) x .0 __ (15)
16. Amount of Line14 taxable at linaal rata 11,285.15 x .0 45 (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
20. []
507.83
507.83
OMB NO. 2502-0265 ~
'Il'
B. TYPE OF LOAN:
A. 4. r-~VA 5. El CONV. INS.
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.r-[FHA 2.[-'[FmHA 3.[~CONV. UNINS.
6. FILE NUMBER: I 7. LOAN NUMBER:
SETTLEMENT STATEMENT 2003040231[ 635584968
J~. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is fur,~ished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked [POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
1.0 3/98 (2003040231.PFD/2003040231/26)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Frederick E. Printy and David L. Gochenauer ABN AMRO Mortgage Group, Inc.
Jennifer E. Printy Daryl L. Gochenauer 2600 West Big Beaver Road
400 Heisey Road Clair E. Gochenauer Troy, MI 48084
Mechanicsburg, PA 17055 Nancy L. Hornberger
Co-Executors of the Estate of Esther S. Goche
G. PROPERTY LOCATION: H. SE//LEMENT AGENT: I. SETTLEMENT DATE:
952 West Trindle Road Chelsea Settlement Services
Mechanicsbu~g, PA 17055 May 23, 2003
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
3800 Market Street
Camp Hill, PA 17011
t00. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 117,000.00 401. Contract Sales Price I 117,000.00
102. Personal Property 402. Personal Property
103. Settlement Charges to Borrower (Line 1400) 4,301.70 403. I
104. Payoff Mortgage 404.
105. Payoff Mortgage 405.
Adjustments For Items pa~d By Seller in advance Adjustments For Items Paid By Seller in advance
106. Local/School Taxes to 406. Local/School Taxes to
107. County Taxes 05/24/03 to 01/01/04 179.65 407. C.ounty Taxes 05/24/03 to 0i/01/04 I, 179.65
'108. Assessments 05/24/03 to 07/01/03 97.46 408. Assessments 05/24/03 to 07/01/03 I 97.46
109. 409.
120. GROSS AMOUNT DUE FROM BORROWER 121,578.81 420. GROSS AMOUNT DUE TO SELLER [ '117,277.11
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500, REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money 2,000.00 501. Excess Deposit (See Instructions)
202. 'Principal Amount of New Loan(s) 111,150.00 502. Settlement Charges to Seller (Line 1400) ! ,8,878.0(}
203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to
204. 504. Payoff of first Mortgage
205· 50,5. Payoff ot secon(~ Mortgage
206. 506.
207. 507. (Deposit dish. as proceeds)
208. 508:
2O9. 5O9.
Adjustments For Items Unpaid By Seller Adjustments For Items Unpaid By Seller
210. Local/School Taxes to I 510. Local/School Taxes to
211. County Taxes to 511. County Taxes to
212. Assessments to 512. Assessments to
219, 519.
220. TOTAL PAID BY/FOR BORROWER 113,150.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 8,878.00
300. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER:
301. Gross Amount Due From Borrower (Line 120) I 121,578.81 601. Gross Amount Due To Seller (Line 420) I 117,277.11
302. Less Amount Paid By/For Borrower (Line 220) I( 113,150.00/ 602. Less Reductions Due Seller (Line 520) i( 8,878.00
303. CASH( X FROM)( TO)BORROWER 8,428.81 603. CASH( X TO) ( FROM)SELLER ~'.~ 108,399.11
The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & any attachments referred to herein.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002718
HORNBERGER NANCY L
19 CLOUSER RD
MECHANICSBURG, PA 17055
........ fold
ESTATE INFORMATION: SSN: 183-12-1978
FILE NUMBER: 2102-01 54
DECEDENT NAME: GOCHENAUER ESTHER S
DATE OF PAYMENT: 06/23/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/25/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $507.83
TOTAL AMOUNT PAID:
$5O7.83
REMARKS' NANCY LHORNBERGER
SEAL
CHECK# 5023
INITIALS: JA
RECEIVED BY'
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF TNDTVTDUAL TAXES
~INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 17128-0601
COHHONNEALTH OF PENNSYLVANXA
DEPARTHENT OF REVENUE
NOT/CE OF /NHERXTANCE TAX
APPRAISEHENT, ALLONANCE OR DXSALLO#ANCE
OF DEDUCT/ONS AND ASSESSHENT OF TAX
REV-1547 EX &FP (D1-05)
DARYL L GOCHENAUER
926 N TRINDLE RD
MECHANICSBURG
'03 JUL 17 !:~lO :52
DATE
ESTATE OF
DATE OF DEATH
FZLE NUHBER
COUNTY
ACN
07-lq-2005
60CHENAUER ESTHER S
01-25-2002 r r
CUNBERLAND
lOl .~
Amoun~ Rem J,'l:'l:ed
5'7- 6~
MAKE CHECK PAYABLE AND REMZT PAYMENT TO:
REGZSTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG TH/S LZNE ~ RETAZN LO#ER PORTZON FOR YOUR RECORDS ~
REV-15&7 EX AFP (01-03) NOTZCE OF /NHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR
RESERVATZON: Estates of decedents dying on or before Decamber 1Z, 198Z -~ if any futura interest in the estate is transferred
in possession or enjoyeent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
BUREAU OF ZNDZVZDUAL TAXES
ZNHERXTANCE TAX DZVTSZON
DEPT. 280601
HARRTSBURg, PA 171Z8-0601
COHHON#EALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSENENT, ALLONANCE OR D.rSALLOWANCE
OF DEDUCTZONS AND ASSESSHENT OF TAX
'0~ JUL 21
DARYL L GOCHENAUER
926 H TRINDLE RD
HECHANZCSBURG PA 1705~t:~:i:
REV-1S¢7 EX AFP C01-05)
DATE 07-14-2005
;~ ESTATE OF 60CHENAUER ESTHER
DATE OF DEATH 01-25-2002
FZLE NUHBER 21 02-0154
/~ 8 :(~OUNTY CUHBERLAND
ACN 101
,.. Amount Remitted I
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'(O~T6 GOT%oaS
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HAKE CHECK PAYABLE AND REHZT PAYHEMT Tn-
pud ,pessesse %SGJG~UT pUD xG% eq~ }o TS~O~ eq~ UO pe~Kdloo S; A~TBUBd uo;~edToT~3ed-u°u Ktse~e x~ ~ST eql · penOTTe si p[ed xe~
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:Aq eo~oN s~q~
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'(ATuo 11) 0Z0(-Z~b-00g-T :speeu 6UTqeeds
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e~T}~0 eq~ Te eTqeTTaAg 6Jg suoT~e~TT~V ' (~T~T-A3U) .xel etas] pug e~u~TJequz eTUeAT~suued ~o pun}GU JO}
uOTTg~TTddV, ue EUTTOTMO~ ~q PeTsenbed eq ~gm *uJ~6~ XgI 9~ Uo pG~sGnbGJ ToU sgH ~T~fl *TTPeJ~ xeT e ~o pun}eJ q
:AllYN3d
:INflO3SZQ
:$NOII3]~H03
3AI1¥~£SI
-NIHQV
:(43) 0Nn~]a
:IN3HAVd
:33110N
_40 3$od~nd
12.
15.
lq.
NOTE:
· q. SGJG~UT oJn~n~ qons ~uo ua 9TGJ (TGJe:l. OTTOO) G sseT:) Tn~#gT G~R
,ot.~ uem~ct ~n~ ...... ' ........ : ....................... (11) 27.730.~0
Nit Value of Tax Return (12) 185,567.82
Charltable/Governmental Bequests; Non-elected 911S Trusts (Schedule J) (15) . O0
Ne~ Value of Es~a~e SubJec~ ~o Tax (1fi) 185,567.82
If an assessment ~as issued prev/ously, lines 1~, 15 and/or 16, 17, 18 and
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
1E. Amount of Li~ 1~ at Spousal rate (15)
16. Amount of Line 1~ taxable at Lineal/Class A rate (16)
17. Amount of Line lq at Sibling rate (17).
18. Amount of Line lq taxabl~ at Collateral/Class B rate (18)
.rNTEREST/PEN PAZD (-)
300.00
.00
.00
19. PrAncl}al Tax Due
TAX CREDZT$:
PAYMENT KEC~ZPT
DATE NUHBER
04-23-2002 CD001104
03-19-2003 CD002310
03-25-2003 CD002333
06-23-2003 CD002718
BALANCE OF UNPAXD XNTEREST/PENALTY AS OF 06-24-2003
ZF PA.rD AFTER DATE .rNDICATED, SEE REVERSE
FOR CALCULAT.rON OF ADD.rTIONAL ZNTEREST.
· O0 x O0 = . O0
185,567.82 x 045= 8,350.55
· O0 x 12 [] . O0
.00 x 15 = .00
(19)= 8,350.55
AHOUNT PA/D
5,700.00
1,458.96
383.80
507.83
TOTAL TAX CREDZT I
BALANCE OF TAX DUE]
XNTEREST AND PEN. I
TOTAL DUE ]
8,350.55
.00
57.90
57.90
( TF TOTAL DUE TS LESS THAN $1, NO PAYHENT .rS RE~U*rRED.
IF TOTAL DUE .rS REFLECTED AS A "CREDT'F' (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE s'rDE OF THZS FORN FOR I'NSTRUCT'rONS.)
RESERVATION:
Estates of decedents dying on or before December lg, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class S (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Coeeonaeetth hereby expressly reserves the right to appraise end assess transfer Inheritance Taxes
at the 1aclu1 Class 8 (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance end Estate Tax Act, Act Z$ of 2000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit aith your payment to the Register of gills printed on the reverse side.
--Make check or money order payable to: REGISTER OF RILLS, AGENT
A refund of a tax credit, ahich ams not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). AppIications are available et the Office
of the Register of Hills, any of the ZS Revenue District Offices, or by calling the special gq-hour
anseering service for fores ordering: 1-800-362-2050) services for taxpayers eith special hearing end / or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest not satisfied aith the appraisement, allowance, or disallomance of deductions, or assesseent
of tax (including discount or interest) es shown on this Notice must object mithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-lOgl, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to tho Orphans' Court.
Factual errors discovered on this assessment should be addressed in eriting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Revioe Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid eithin three (3) calendar months after the decedent's death, e five percent (SI) discount of
the tax paid is allowed.
The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you mould appeal the tax and interest
that has been assessed es indicated on this notice.
Interest is charged beginning aJth first day of delinquency, or nine (9) months and one (1) day free the date of
death, to the date of payment. Taxes mhich became delinquent before January 1, 1982 bear interest at the rate of
six (6X) percent par annum calculated at a daily rate of .000164. All taxes ehich became delinquent on and after
January 1, 1982 will bear interest at a rate mhich mill vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 ars:
Interest Daily Interest Daily Interest Daily
Year Rate Factor yea.r Rate Factor Yea.~r Rate Factor
1982 202 .000548 1987 92 . O00Zq7 1999 7Z . O00192
1983 162 .000438 1988-1991 IZZ .000301 ZOO0 82 .000219
1984 llZ .000301 1992 9Z .000247 ZOO 1 92 .000247
1985 132 .000356 1993-1994 7Z .000192 ZOOZ 6X .000164
1986 IOZ ,000274 1995-1998 92 .000247 Z003 52 .000137
--Interest ]s calculated es folloes:
INTEREST = BALANCE OF TAX UNPAID X NURBER OF DAYS DELIN;IUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG,, PA 17128-0601
DARYL L GOCHENAUER
9Z6 W TRINDLE RD
HECHANICSBURG PA 17055.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEHENT OF ACCOUNT
'03 /i:SO 12
DATE 07-28-2003
'ESTATE OF GOCHENAUER
DATE OF DEATH 01-25-ZOOZ
FILE NUHBER 21 0Z-O15R
;~i?~!¢~UNTY CUHBERLAND
ACN 101
Amoun~ Remitted
REV-1607 EX AFP (01-05)
ESTHER
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE I~- RETAIN LOWER PORTION FOR YOUR RECORDS *~
REV-1607 EX AFP (01-03] ~ INHERITANCE TAX STATEHENT OF ACCOUNT ~
ESTATE OF GOCHENAUER ESTHER S FILE ND.Z! 0Z-015~ ACN 101 DATE 07-Z8-ZO03
THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM ZN THE NAHED ESTATE. SHO#N BELOW
ZSA SUHHARY OF THE PRINCIPAL TAX DUE:, APPLICATION OF ALL PAYHENTS., THE CURRENT BALANCE., AND., ZF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT: 07-1~-Z003
PRINCIPAL TAX DUE: ..........................................................................................................................................................................................................................
PAYHENTS (TAX CREDITS):
8,350.55
PAYHENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (- AMOUNT PAID
~ SUHMARY OF
07-17-Z003
07-17-2003
ZF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR},
~LL 005 PAYMENTS
300.00
57.9~-
.00
8,108.~9
TOTAL TAX CREDIT 8,350.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF HILLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTN OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13[3). Applications are available at
the Office of the Register of Hills, any of the Z3 Revenue District Offices or from the Department's Z4-hour
answering service for fores ordering: 1-BOO-36Z-ZOSO; services for taxpayers with spec[a[ hearing and / or
speaking needs: 1-80fl-447-3OZO (TT on[y).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Indiv[dua! Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17tiS-0601, phone
(717) 7&7-6505.
DISCDUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SE) discount
of the tax paid is allowed.
PENALTY:
The [SZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January lB, 1996, the first day after the and of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January l, [982 bear interest at the rate of
six (DX) percent par annum calculated at a daily rate of .OO016q. A11 taxes which became delinquent an and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2003 are:
Interest Daily Interest Daily Interest
Year Rate Factor Year Rate Factor Year Rate
Dally
Factor
Z9DZ ZOZ .000548 1987 9Z .000247 1999 7Z .00019Z
1983 X&Z .000438 19&8-1991 llZ .000301 2000 8Z .O00Z/9
198q llZ .OOO30l 199Z 9Z .000247 ZOO1 9Z .000Z47
1985 X3Z .000356 1993-1994 72 .00019Z ZOOZ 6Z .000164
1986 102 .000274 1995-1998 92 .000247 2003 52 .000137
--Interest is calculated as fallows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~oc~u~/ k-~TNE~ 3.
Date of Death: 2~ J~Nuw~/ 2oo2
Will No. 2002- 001~ Admin. No. Pm ~. 2t-o2-~1~
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:
State whether administration of the estate is complete:
Yes ~ 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. ! is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes 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.
D ate:/~ ~-~~/~ ~j/{
Signa~ure- ~
Na~e (Please type or print)
Address
T'e 1. ~6.
Capacity: P/~Personal Representative
(MAH:rmf/AM3)
__Counsel for personal
representative
Family Agreement
(Waive Filing of Final Account)
This Agreement dated ~J r~ ^, ,~ n.,.)/ /.i] J ~ o o ~ by and between:
Nancy L. Hornberger, Executrix,
David L. Gochenauer, Executor,
Clair E. Gochenauer, Executor,
Daryl L. Gochenauer, Executor
of the Estate of
Esther S. Gochenauer, Deceased,
of 952 West Trindle Road, Mechanicsburg, PA 17055
And
Nancy L. Hornberger,
David L. Gochenauer,
Clair E. Gochenauer, and
Daryl L. Gochenauer,
Beneficiaries.
Witnesseth:
Whereas, Esther S. Gochenauer of 926 West Trindle Road, Mechanicsburg, Cumberland
County, Pennsylvania, 17055, died testate on January 25, 2002; and
Whereas, Letters of Testamentary were duly granted on February 11, 2002, to Nancy L.
Hornberger, David L. Gochenauer, Clair E. Gochenauer, and Daryl L. Gochenauer,
children of the Deceased, as Executors with said Estate identified as Estate No. 2002-
00154, PA File No, 21-02-0154; and
Whereas, the Last Will and Testament of the Deceased, dated March 31, 1993, names
Nancy L. Hornberger, David L. Gochenauer, Clair E. Gochenauer, and Daryl L.
Gochenauer to receive all of the assets of the estate, real and personal, wheresoever
situate and in whatsoever name, to be divided equally among them; and
Whereas, Nancy L. Hornberger, as Executrix and Daryl L. Gochenauer, as Executor,
filed the appropriate papers; paid the inheritance taxes due and received
acknowledgement of payment in full; distributed remainder of the residual estate to the
above named beneficiaries divided in equal shares; took possession of all tangible
personal property of the decedent, thereby leaving no assets within the Estate; and
Whereas, it is the desire of the parties to this agreement to close the Estate of Esther S.
Gochenauer, Deceased, without a formal accounting to the Orphans' Court Division of
the Court of Common Pleas of Cumberland County, Pennsylvania, it being the desire of
all parties hereto to avoid the expense, delay and publicity of a formal accounting; and
the Executors are willing to close the estate upon the execution of this instrument; and
Whereas, the parties to this Agreement have each acknowledged receiving information
as to the assets of the Estate of Esther S. Gochenauer, Deceased;
Now, Therefore, Witnesseth, in consideration of the above mutual promises, covenants
and agreements recited herein, the parties agree as follows:
That Nancy L. Hornberger, David L. Gochenauer, Clair E. Gochenauer, and Daryl
L. Gochenauer are the sole parties in interest in the Estate of Esther S.
Gochenauer, Deceased, and that each has received their portion of the assets from
the Estate.
That Nancy L. Hornberger, David L. Gochenauer, Clair E. Gochenauer, and Daryl
L. Gochenauer as beneficiaries, do hereby absolutely and irrevocably release and
discharge, Nancy L. Hornberger, David L. Gochenauer, Clair E. CJochenauer, and
Daryl L. Gochenauer Executors of the Estate of Esther S. Gochenauer, Deceased,
of and from any and all actions, liabilities, claims and demands, relating in any
manner to the administration of the Estate and distribution without a Court
accounting and adjudication thereof, and do herein agree to indemnify and hold
harmless the Executor, his heirs, personal representatives, successors and assigns
from and against any claims, liabilities, loss or expense, arising from any cause
whatsoever, which the Executor may incur as a result of the administration of the
Estate and its distribution.
3. That the Beneficiaries and Executors herein, warrant that the undersigned know of
no outstanding and unsatisfied claims against the estate.
That in the event additional Pennsylvania Inheritance Taxes, Federal or State
Fiduciary Taxes, Federal or State Income Taxes, or the like, become due, the
beneficiaries hereby agree to pay any amount owed.
5. Each party to this Agreement acknowledges that the terms hereof shall be binding
upon them and their respective heirs, successors, administrators and assigns.
6. This agreement shall be governed by the Laws of the Commonwealth of
Pennsylvania.
2
In Witness Whereof, We have hereunto set out hands and seals to this Agreement
the day and year first above written, intending to be legally bound hereby.
Nancy L.Homberger, E~ecutrix
(SEAL)
(SEAL)
..... ~iait l~.-Gochena~er, Executor
~fSaryl~. Gochenauer, Executor
(SEAL)
(SEAL)
David L. Gochenauer, Beneficiary
Clair E. Gochenauer, Beneficiary
'~aryl L. Gochenauer, Beneficiary
(SEAL)
(SEAL)