HomeMy WebLinkAbout02-0255 Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Teresa E Goff
also known as
Teresa E Goff , Deceased
Social Security No. 201165731
Harry L Goff Jr
Petitioner(s), who is/are 18 years of age or older, apply(les) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or
[-~ Decedent, dated 07/24/1986 and codicil(s) dated
named in the Last Will of 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 born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
B. Grant of Letters of Administration
(c.ta., d.b.n.c.ta.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
J Name Relationship Residence J
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 3816 Carriage House Driver Camp Hillr PA 17011
(list street, number and municipality)
Decedent, then 74 years of age, died May 4 ,1999 , at 3816 Carriage House Dr~ Hampden Twpr Camp Hill
(Location)
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 ........................................................................................ $
Total ..................................................................................................................... $
1 r000.00
1 ~000.00
Real Estate situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Signature
Typed or printed name and residence
-larry L Goff Jr
3816 Carriage House Drive
Camp Hill PA 17011
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and 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 and affirmed and subscribed 7'/C(~'~ '~ "~~-
Harry L Goff Jr
before me this 12th day of
MARCH 2002
DECREE OF REGISTER
Estate of Teresa E Goff
also known as
Deceased
Social Security No: 201165731 Date of Death: 05/04/1999
AND NOW, NARC[-] 93, 2002 , 2002 , in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary I~ of Administration
(ct.a.d.b.n.c.t.; pendente lite; durante absentia; durante minoritate)
are hereby granted to Harry L Goff Jr
in the above estate and that the instrument(s), if any, dated July 24, 1986
described in the Petition be admitted to probate and filed of record as the last Will of D~cedent.
FEES
Letters .................................... $
Short Certificate(s)..... J..~.~,-~ $
Renunciation ..........................
Affidavit ( ) .......................
Extra Pages (8x$3) ..............
Codicil .................................
JCP Fee .................................
Inventory & Tax Forms .............
Other ......................................
18.00
3.00
24.00
5.00
RW-TA
TOTAL ............................. 50.00
m~iled to attorney on 3-13-02
Attorney: MarielleFHazen-~')'~0,;J L.C]~C('~ JFO dLJl'JC'y,
I.D. No: 68003
Address: 845 Sir Thomas Court~ Suite 12
Harrisburg
PA 17109
Telephone: 717-541-5550
DATE FILED: ~ 3-13-02
0$.90SM ~V.
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Charles Hardester
State Registrar
JUL 0 5 2.000
0925019
No. Date
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH* VITAL RECORDS
CERTIFICATE OF DEATH
,. wq ~"1 }I; I.~.-~c-2q I,.%c~=~,~ ~1:-= ~-~
I
I
LAST WILL AND TESTAMENT ~1-OZ-~55
KNOW ALL MEN BY THESE PRESENTS, that I, TERESA E. GOFF,
presently residing at 3816 Carriage House Drive, Camp Hill,
Cumberland County, Pennsylvania, being in good health and of
sound and disposing memory, do hereby make, declare and publish
this as my Last Will and Testament, hereby revoking all former
Wills and Codicils heretofore made by me.
FIRST: I direct that all my just debts, expenses of my
last illness and funeral expenses shall be paid by my Executor,
hereinafter named, from my estate as soon after my decease as
shall be found convenient.
SECOND: I bequeath my automobiles, household and
personal effects and other tangible personalty of like nature
(not including cash or securities), together with any existing
insurance thereon, to my husband, HARRY L. GOFF, JR., if he
survives me by sixty days. Should my husband not be living on
the sixty-first day after my death, I bequeath such tangible
personalty and insurance thereon to my children, ELIZABETH A.
STAGER and DAVID P. GOFF, to be divided between them in as nearly
equal shares as practical. Any such article may be alloted to a
minor or any person to hold for the minor, or be sold and the
proceeds paid to the guardian as property distributable to the
minor as hereinafter provided in ITEM FOURTH hereof.
THIRD: I give, devise and bequeath the rest, residue
and remainder of my estate, whether real, personal or mixed, and
of any nature whatsoever and wherever situated, unto my beloved
husband HARRY L. GOFF, JR., absolutely.
FOURTH: In the event that my husband HARRY L.
GOFF,JR., should predecease me or die within sixty days of the
date of my death, then I give, devise and bequeath the rest,
residue and remainder of my estate, whether real, personal or
mixed, and of any nature whatsoever and wherever situated, to my
children, ELIZABETH A. STAGER and DAVID P. GOFF. Should either
of my children predecease me, I devise and bequeath his or her
share to his or her issue, per stirpes, who survive me and in
default of any such issue I devise and bequeath the entire
residue to my other child or his or her issue as above described.
FIFTH: I hereby nominate, constitute, and appoint my
husband, HARRY L. GOFF, JR., as Executor of this, my Last Will
and Testament. In the event that my said husband shall
predecease me, or be unwilling or unable to act as my Executor,
as aforesaid, then I nominate, constitute and appoint my son,
DAVID P. GOFF, and my daughter, ELIZABETH A. STAGER, without the
necessity for posting security regardless of state of residence,
as Co-Executors of this, my Last Will and Testament. Ail
references to the Executor herein shall be
- 2 -
applicable to said substitute Co-Executors.
SIXTH: My Executor shall have, in addition to the
powers and authority conferred upon him by law, the following
additional powers and authority:
1. To sell at public or private sale, exchange,
lease, mortgage or pledge any property, real or personal, at any
time constituting a portion of this estate, and upon such terms
and conditions as the Executor shall deem wise.
2. To invest any money at any time in such bonds,
stocks, notes, real estate, mortgages, life insurance, annuities
or other securities, or such property, real or personal, as the
Executor shall deem wise, without being limited by any statutes
or rule of law regarding investments by the Executor.
3. To retain, without incurring any liability, as
investments, any property owned by me at the time of my death, as
long as he deems it wise, and even though such property is not
the kind of property an Executor would purchase as an investment;
and even though to retain such property might violate sound
diversification principles.
4. To cause any security or other property which
may constitute a portion of my estate to be issued, held or
registered in his own name, or in the name of a nominee, or in
such form that title will pass by delivery.
- 3 -
5. To consent to the reorganization, consoli-
dation, readjustment of the financial structure, or sale of the
assets of any corporation or other organization, the securities
of which constitute a portion of my estate, and to take any
action with reference to such securities which, in the opinion of
the Executor is necessary to obtain the benefit of any such
reorganization, consolidation, readjustment or sale; to exercise
any conversion privilege or subscription right given to him as
the owner of any securities constituting a portion of my estate;
to accept and hold as a portion of my estate securities resulting
from any reorganization, consolidation, readjustment, sale,
conversion or subscription.
6. To pay all costs, taxes, charges and expenses
in connection with the administration of my estate, including
such compensations to Executor which shall be in accordance with
his established schedule of fees throughout the period of
administration of my estate.
7. To determine what is "income" and what is
"principal" hereunder, and his decision thereon shall be final;
and to purchase securities at a premium or discount, and to apply
or charge said premium or discount against income or principal as
the Executor may determine.
FO
- 4 -
8. To transfer, sell, exchange, partition, lease,
mortgage, pledge, give options upon, or otherwise dispose of any
property at any time held by him, at public or private sale, or
otherwise.
9. To borrow money from any person, firm or
corporation, for the purpose of protecting and preserving or
improving my estate hereunder; to execute promissory notes or
other obligations for amounts so borrowed.
10. To employ legal counsel, accountants, brokers,
investment advisors, custodians, managers and other agents and
employees and to pay them reasonable compensation out of my
estate or any funds held hereunder to which said compensation is
attributable.
11. To do
necessary or desirable
all other acts in his judgment
for the proper and advantageous
management, investment and distribution of a trust or of my
estate.
SEVENTH: I direct that all transfer and
inheritance taxes, state or federal, assessed because of my
death, whether the funds, property or insurance proceeds to which
such taxes are attributable pass under this Will or not, shall be
paid out of my residuary estate; that my Executor pay, or
- 5 -
provide for payment of all such taxes at such time, or times, and
in such manner as my Executor deems best.
EIGHTH: It is my desire and recommendation that my
attorneys, BALL & SKELLY, be retained by my Executor in regard to
any legal matters pertaining to administration of my estate.
IN WITNESS WHEREOF, I, TERESA E. GOFF, the Testatrix
to this, my Last Will and Testament, typewritten on six sheets of
paper which I have identified at the bottom of each page by my
signature, hereunto set my hand and seal the ~ ~ day of ~-~l~
, 1986.
(SEAL)
- 6 -
The preceding instrument consisting of this and six
other typewritten pages, each identified by the signature of the
Testatrix, TERESA E. GOFF,, was on this day and date thereof
signed, published and declared by TERESA E. GOFF , the Testatrix
therein named, as and for her Last Will, in the presence of us
who, at her request, in her presence, and in the presence of each
other have subscribed our names as witnesses.
- 7 -
COMMONWEALTH OF PENNSYLVANIA:
:
COUNTY OF DAUPHIN :
SS:
I, TERESA E. GOFF, Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Teresa E. ~o~f
Sworn or affirmed to and acknowledged before me, by
TERESA E. GOFF, Testatrix, this 24th day of ~July, 1986.
(SEAL)
JOAN R. YOHE, Notar~ PublT~
Harrisburg, Dauphin County, P&.
My Commission Expires July 10, 198~
COMMONWEALTH OF PENNSYLVANIA:
:
COUNTY OF DAUPHIN :
SS:
by Kim A. Volinskie
Richard E. Connell
July , 1986.
We Kim A. Volinskie and Janet Ropos
and Richard E. Connell the witnesses whose names are
signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were
present and saw Testatrix sign and execute the instrument as her
Last Will; that she signed willingly and that she executed it as
her free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testatrix signed
the Will as witnesses; and that to the best of our knowledge the
Testatrix was at that time eighteen or more years of age, of
sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me
, and Janet Ropos , and
, witnesses, this 24thday of
(SEAL)
JOAN R. YOHE, Notary Public
Harrisburg, Dauphin County, Pa.
My Commission Expires July 10, 1989
BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Teresa E Goff
Date of Death: 05/04/1999
Will No. 2002-00255 Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 07/01/2002
Name Address
Harry L Goff Jr
3816 Carriage House Drive
Camp Hill
PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:.
Date: 07/01/2002
Capacity:
Signature Marielle F Hazen
Name: Jan L Brown & Asso(;:ii~t~
Address: 845 Sir Thomas Court Sgite 12
Harrisbura PA 171(~
Telephone(717) 54155,~Q
Personal Representative
Counsel for Personal
Representative
STATUS REPORT UNDER RULE 6.12
Name of Decedent'
Date of Death: 05/04/1999
Will No. 2002-00255
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate'
State whether administration of the estate is complete-
Yes No )q
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:. 9/1/02; still securinq value nf asset and
file Inheritance Tax Return.
3. If the answer to No. 1 is Yes, state the following:
account with the Court ?
Did the personal representative file a final
Yes No .
then will
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
Clerk of the Orphans' Court and may be attached to this report.
Sigh~ture
Marielle F Haz~rl
Name (Please type or print )
845 Sir Thomas Court Suite 12
Hardsburq PA
Address
1710~
.( 717 ) -5415550
Tel. No.
Capacity...
Personal Representative
Counsel for personal
representative
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BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of Goff, Teresa E
also known as
Teresa E Goff
,, Deceased
No. 2002 00255
Date of Death 05/04/1999
Social Security No. 201165731
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: Marielle F Hazen Harry L Goff Jr
I.D. No.: 68003
Address: 845 Sir Thomas Court Suite 12 Dated 7/23/02
Harrisburg
Telephone: 717-541-5550
PA 171O9
Description
The Prudential Insurance Company of America
Policy No. 18844715
Estate of Teresa Goff, beneficiary
Value
Total
16,464.40
16,464.40
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
EV-1500 EX + (6-00)
Z
(J
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAl.
Teresa E
)ATE OF DEATH (MM-DD-Year) I DATE OF BIRTH (MM-DD-Year)
05/04/1999 09/30/1924
~ SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Jr
OFFICIAL USE ONLY
FILE NUMBER
21-02 025{5
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
2 0 1-1 6-5 7 3 1
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[] 1. Original Return
[--'~ 4. Limited Estate
[~6. Decedent Died Testate (At,ch copy of
'( n'] 9. Litigation Proceeds Received
I--.
Z
u.I
1:3
uJ
qAME
Marielle F Hazen
I---12. Supplemental Return r'~ 3. Remainder Retum {dm of death prior to 12~13-82)
['~ 4a. Future Interest Compromise (dae of dea~ at~ ~2-12-82) ['-'] 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
I-~7. Decedent Maintained a Living Trust (Ntach copy of Trust) ~
[] 10. SpousalPovertyCredit(dateofdeathbetween12-3~-eland1-~-95) O 11. Election to tax under Sec. 9113(A) (Attach sch o)
COMPLETE MAILING ADDRESS
FIRM NAME (If Applicable)
Jan L Brown & Associates
TELEPHONE NUMBER
7-541-5550
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Proper~ (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
I'~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)(10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
845 Sir Thomas Court Suite 12
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
16,464.40'!
(8)
PA 17109
OFFICIAL USE ONLY
16~464.40
(11)
(12)
(13)
(14)
16,464.40
16,464.40
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
16~464.40 x .00 (15)
x (16)
x .12 (17)
x .15 (18)
(19)
0.00
0.00
Decedent's Complete Address:
STREET ADDRESS 3816 Carria~]e House Drive
ISTATE PA I
CITY
Camp Hill
ZIP
17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page i Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
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. receive the promise for life of either payments, benefits or care? .............................................................
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 secudty at his or her death? ................. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, declarelhat haveexaminedthisreturn~inc~udin~acc~mpanyingschedu~esand~[ater'~e~-'ts~andt~thepest~fmykn~w~edgeandpe~ief~itis~ue~r~tandc~mp~ete~
Declaration of preparer other than the personal representative is b~_,~1 on all ~nformation of which preparer has any knowledge.
DATE
SIGNATURE OF PER,~)N RESPONSII~E FOR FILII~.,~ RETURN
5816 Carriage House Drive
Camp Hill
SIGNATURE OF P_R~ARER O~ REPRESENTATIVE DATE
ADDRESS #~4~'~ir T~)mas'Court Suite 12
PA i70ii
Harrisburg
PA 17109
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exempt 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 dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax 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.
REV-1508 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Goff. Teresa E 21 02 0255
Include the proceeds of litigation and the date t~e proceeds were received by the estate. All property jointly-owned with the right of survivorship roust be disclosed on Schedule F.
VALUE AT DATE
ITEM
NUMBER
1.
DESCRIPTION
The Prudential Insurance Company of America
Policy No. 18844715
Estate of Teresa Goff, beneficiary
TOTAL (Also enter on line 5, Recapitulation)
OF DEATH
16,464.40
16~464.40
(if more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Goff. Ter ~sa E
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Harry L Goff Jr
3816 Carriage House Drive
Camp Hill PA 17011
FILE NUMBER
21 02
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
husband
100%
O255
AMOUNT OR SHARE
OF ESTATE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
NON-TAXABLE DISTRIBUTIONS:
A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
TOTAL OF PART I] - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
LAST WILL AND TESTAMENT ~I-OZ-~SS
KNOW ALL MEN BY THESE PRESENTS, that I, TERESA E. GOFF,
presently residing at 3816 Carriage House Drive, Camp Hill,
Cumberland County, Pennsylvania, being in good health and of
sound and disposing memory, do hereby make, declare and publish
this as my Last Will and Testament, hereby revoking all former
Wills and Codicils heretofore made by me.
FIRST: I direct that all my just debts, expenses of my
last illness and funeral expenses shall be paid by my Executor,
hereinafter named, from my estate as soon after my decease as
shall be found convenient.
SECOND: I bequeath my automobiles, household and
personal effects and other tangible personalty of like nature
(not including cash or securities), together with any existing
insurance thereon, to my husband, HARRY L. GOFF, JR., if he
survives me by sixty days. Should my husband not be living on
the sixty-first day after my death, I bequeath such tangible
personalty and insurance thereon to my children, ELIZABETH A.
STAGER and DAVID P. GOFF, to be divided between them in as nearly
equal shares as practical. Any such article may be alloted to a
minor or any person to hold for the minor, or be sold and the
proceeds paid to the guardian as property distributable to the
minor as hereinafter provided in ITEM FOURTH hereof.
THIRD: I give, devise and bequeath the rest, residue
and remainder of my estate, whether real, personal or mixed, and
of any nature whatsoever and wherever situated, unto my beloved
husband HARRY L. GOFF, JR., absolutely.
FOURTH: In the event that my husband HARRY L.
GOFF,JR., should predecease me or die within sixty days of the
date of my death, then I give, devise and bequeath the rest,
residue and remainder of my estate, whether real, personal or
mixed, and of any nature whatsoever and wherever situated, to my
children, ELIZABETH A. STAGER and DAVID P. GOFF. Should either
of my children predecease me, I devise and bequeath his or her
share to his or her issue, per stirpes, who survive me and in
default of any such issue I devise and bequeath the entire
residue to my other child or his or her issue as above described.
FIFTH: I hereby nominate, constitute, and appoint my
husband, HARRY L. GOFF, JR., as Executor of this, my Last Will
and Testament. In the event that my said husband shall
predecease me, or be unwilling or unable to act as my Executor,
as aforesaid, then I nominate, constitute and appoint my son,
DAVID P. GOFF, and my daughter, ELIZABETH A. STAGER, without the
necessity for posting security regardless of state of residence,
as Co-Executors of this, my Last Will and Testament. Ail
references to the Executor herein shall be
- 2 -
applicable to said substitute Co-Executors.
SIXTH: My Executor shall have, in addition to the
powers and authority conferred upon him by law, the following
additional powers and authority:
1. To sell at public or private sale, exchange,
lease, mortgage or pledge any property, real or personal, at any
time constituting a portion of this estate, and upon such terms
and conditions as the Executor shall deem wise.
2. To invest any money at any time in such bonds,
stocks, notes, real estate, mortgages, life insurance, annuities
or other securities, or such property, real or personal, as the
Executor shall deem wise, without being limited by any statutes
or rule of law regarding investments by the Executor.
3. To retain, without incurring any liability, as
investments, any property owned by me at the time of my death, as
long as he deems it wise, and even though such property is not
the kind of property an Executor would purchase as an investment;
and even though to retain such property might violate sound
diversification principles.
4. To cause any security or other property which
may constitute a portion of my estate to be issued, held or
registered in his own n~me, or in the name of a nominee, or in
such form that title will pass by delivery.
- 3 -
5. To consent to the reorganization, consoli-
dation, readjustment of the financial structure, or sale of the
assets of any corporation or other organization, the securities
of which constitute a portion of my estate, and to take any
action with reference to such securities which, in the opinion of
the Executor is necessary to obtain the benefit of any such
reorganization, consolidation, readjustment or sale; to exercise
any conversion privilege or subscription right given to him as
the owner of any securities constituting a portion of my estate;
to accept and hold as a portion of my estate securities resulting
from any reorganization, consolidation, readjustment, sale,
conversion or subscription.
6. To pay all costs, taxes, charges and expenses~
in connection with the administration of my estate, including
such compensations to Executor which shall be in accordance with
his established schedule of fees throughout the period of
administration of my estate.
7. To determine what is "income" and what is
"principal" hereunder, and his decision thereon shall be final;
and to purchase securities at a premium or discount, and to apply
or charge said premium or discount against income or principal as
the ExecUtor may determine.
- 4 -
8. To transfer, sell, exchange, partition, lease,
mortgage, pledge, give options upon, or otherwise dispose of any
property at any time held by him, at public or private sale, or
otherwise.
9. To borrow money from any person, firm or
corporation, for the purpose of protecting and preserving or
improving my estate hereunder; to execute promissory notes or
other obligations for amounts so borrowed.
10. To employ legal counsel, accountants, brokers,
investment advisors, custodians, managers and other agents and
employees and to pay them reasonable compensation out of my
estate or any funds held hereunder to which said compensation is
attributable.
11. To do all other acts in his judgment
necessary or desirable for the proper and advantageous
management, investment and distribution of a trust or of my
estate.
SEVENTH: I direct that all transfer and
inheritance taxes, state or federal, assessed because of my
death, whether the funds, property or insurance proceeds to which
such taxes are attributable pass under this Will or not, shall be
paid out of my residuary estate; that my Executor pay, or
-5 -
provide for payment of all such taxes at such time, or times, and
in such manner as my Executor deems best.
EIGHTH: It is my desire and recommendation that my
attorneys, BALL & SKELLY, be retained by my Executor in regard to
any legal matters pertaining to administration of my estate.
IN WITNESS WHEREOF, I, TERESA E. GOFF, the Testatrix
to this, my Last Will and Testament, typewritten on six sheets of
paper which I have identified at the bottom of each page by my
signature, hereunto set my hand and seal the ~ ~ day of
, 1986.
(SEAL)
-6 -
o
The preceding instrument consisting of this and six
other typewritten pages, each identified by the signature of the
Testatrix, TERESA E. GOFF,, was on this day and date thereof
signed, published and declared by TERESA E. GOFF , the Testatrix
therein named, as and for her Last Will, in the presence of us
who, at her request, in her presence, and in the presence of each
other have subscribed our names as witnesses.
- 7 -
COMMONWEALTH OF PENNSYLVANIA:
:
COUNTY OF DAUPHIN :
SS:
I, TERESA E. GOFF, Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Teresa E. ~o~f
Sworn or affirmed to and acknowledged before me, by
TERESA E. GOFF, Testatrix, this 24th day of July,. 1986.
(SEAL)
JOAN It, YOHE, Notar~ Pubfld,
Harrisburg, Dauphin County, P~,
My Commission Expires July 10, 1989
COMMONWEALTH OF PENNSYLVANIA:
:
COUNTY OF DAUPHIN :
SS:
We Kim A. Volinskie , and Janet Ropos ,
and Richard E. Connell the witnesses whose names are
signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were
present and saw Testatrix sign and execute the instrument as her
Last Will; that she signed willingly and that she executed it as
her free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testatrix signed
the Will as witnesses; and that to the best of our knowledge the
Testatrix was at that time eighteen or more years of age, of
sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me
by Kim A. Volinskie , and Janet Ropos , and
Richard E. Connell , witnesses, this 24th day of
July , 1986.
(SEAL)
JOAN R. YOHE, Notary Publio
Harrisburg, Dauphin County, Pa.
My Commission Expires July 10, 19B9
BUREAU .OF TNDiI'VZDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA Z71ZS-0601
CONNONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLOVANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
HARIELLE F HAZEN
JAN L BROWN & ASSOCS
8~5 SIR THOHAS CT ~2
HBG pA"~7109
DATE 09-10-200Z
ESTATE OF GOFF
DATE OF DEATH 05-0~-1999
FILE NUNBER 21 02-0255
COUNTY CUHBERLAND
ACH 101
I Aeoun~ Reei~ad
REV-lSd7 EX AFP CDI-D~)
TERESA E
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAZN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-02) NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT; ALLOWANCE OR D/SALLOWANCE OF DEDUCTZONS AND ASSESSNENT OF TAX
ESTATE OF GOFF TERESA E FILE NO. Z! 02-0Z55 ACH 101 DATE 09-10-200~
TAX RETURN VAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
RESERVATZON CONCERNZNG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks end Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Zn~eras~ (Schedule C) ($)
4. flortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits~Misc. Personal Property (Schedule E) (5)
6. Jotntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Assets
APPROVED DEDUCT/ONS AND EXEHPTXONS:
9. Funeral Expenses/Ada. Costs/N/sc. Expenses (Schedule H) (9)
10. Debts/flortgaga Liabilities~Liens (Schedule T) (10)
11. Total Deduct ions
12. Net Value of Tax Re~urn
15.
14.
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Nat Value of Estate Subject ~o Tax
.00 NOTE: To insure prope?
.00 credi~ to your account,
.00 submit the upper portion
of this form with your
~ax payment.
(8)
.00
.00
.00
.00
.00
.00
.00
(11) , tiff
.00
(12)
.00
(15)
.00
(lq)
NOTE:
Xf an assessment was /ssued previously, lines 14, 15 and/or 16, 17, 18 and 19 w111
re~lect ~Zgures that include the total o~ ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Aeoun~ of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable mt Lineal~Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Aeoun~ of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
· 00 x O0 : . O0
· O0 x 06 = . O0
· 00 x O0 : . O0
· O0 x 15 = .00
(19)= . O0
TAX CREDXTS:
RECEIPT
NUHBER
ZF PAID AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATION OF ADD/TZONAL INTEREST.
DX$COUHT (+}
INTEREST/PEN PAID (-)
AHOUNT PAXD
TOTAL TAX CREDIT / .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE . O0
( IF TOTAL DUE TS LESS THAN $1, NO PAYNENT IS RE~UZRED.
~F TOTAL DUE TS REFLECTED AS A 'CREDTT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE STDE OF THTS FORH FOR TNSTRUCTTONS.)
REV-1470 EX (6-88) -
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
DECEDENTS NAME
Goff, Teresa E.
REVIEWED BY
INHERITANCE TAX
EXPLANATION
OFCHANGES
~_~ 2_1_~.02-0255
Daniel Heck ~ACN 101
EXPLANATION OF CHANGES
The proceeds of life insurance policies on the life of the decedent are not subject to tax in
the decedent's estate.
Row Page 1
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~
Date of Death: 05/04/1999
Will No. 2002-00255 Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1.State whether administration of the estate is complete:
Yes 1~ No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court ? Yes . 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 x No __-..-.
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report.
Date: 97/24/2002 ~ignature 6/ v,
Harry L Goff Jr
Name (Please type or print )
3816 Carriage House Drive
9amD Hill pA
Address
17011
(717 ) -7379533
Tel. No.
Capacity:
x
Personal Representative
Counsel for personal
representative