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1505610140
REV-1500 ~` (°'-'°'
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year ', File Number
Po Box 280601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601
RESIDENT DECEDENT 2 1 1 ',0 0 4 2 4
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
2 0 0 2 6 7 6 5 6 0 4 0 5 2 0 1 0 0 6 1 2 1 9 3 5 ~'
Decedent's Last Name Suffix Decedent's First Name ~I MI
G O O D R I D G E J R W I L L I A M II G
(H Applicable) Enter Surviving Spouse's Information Below 'i
Spouse's Last Name Suffix Spouse's First Name 'i MI
G 0 0 D R I D G E H A R R I E T II M
Spouse's Social Security Number ~i
THIS RETURN MUST BE FILED IN DUPLICATE I~VITH THE
REGISTER OF WILLS
FILL INAPPROPRIATE OVALS BELOW
® 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder etum (date of death
prior to 12- 3-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Est to Tax Retum Required
death after 12-12-82)
® 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Numb r of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election tot under Sec. 9113(A)
~
between 12-31-91 and 1-1-95) (Attach Sch O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATIO SHOULD BE DIRECTED T0:
Name Daytime Telephon Number
S T E P H E N L B L O O M 7 1 7 2 4 9 2 3 5 3
REGISTER O WILLS U3E ONLY
First line of address
~ N
o
6 0 W E S T P O M F R E T
S T R E E T
~
2 _~
i-r_ r
~
.
,
.C ~;.,~ :::.w3
Second line of address ~ .... --
-
OD ~ ,
C:.3 ~ C"~
-. .-~
City or Post Office State ZIP Code ~RMLED = ?' ' '
C A R L I S L E P A 1 7 0 1 3 ~ ~_•~ a
~
...~ '
Corresponderrt's e-mail addross:
Urber penaltlea of perjury, I declare that I have examined this return, including accompanying schedules and statemeMa, and to the bea of riry knowledge and belief,
it is true. coned and complete. Dederatlon Of preparer other than the personal representative is based on all information of which preps r has any knowledge.
SIG TU E OF PER N RESPONSI E FOR FILING RETURN DATE
ADDRESS
9 SILVER MAPLE DRIVE BOILING SPRINGS P A 17007
SIGNATURE OF~R~P/~IF,Jt OTHER THAN REPRESENTATNE DATE
60 WEST POMFRET STREET CARLISLE PIA 17013
PLEASE USE ORIf31NAL FORM ONLY ,
Side 1
1505610140 1505610140 J
J 1505610240
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: WILLIAM G- GOODRIDGE, JR 2 0 0 2 6 7 6 5 6
RECAPITULATION
1. Real Estate (Schedule A) ........................ . .................. 1 •
2 1, 2 2 0 6 3. 0 5
2. ......................................
Stocks and Bonds (Schedule B} .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. •
4. Mortgages and Notes Receivable (Schedule D) .......................... 4. •
7 0 4 ' S 4
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. •
7. Inter-Vivos Transfers & Miscellaneous N~Probate Property
Re
uested
rate Billin
Se
l
G
7 4 3 6 4 6 6. 2 4
.. , ....
g
q
pa
)
(Schedu
e .
8. Total Gross Assets (total Lines 1 through 7) ............. , .. g. 5 5 9 2 3 3 . 8 3
9. Funeral Expenses and Administrative Costs (Schedule H) ............. ..... 9. 1 1 4 3 2 . 5 0
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........ ..... 10. •
11. Total Deductions (total Lines 9 and 10) .......................... ..... 11. 1 1 4 3 2 . 5 0
12. Net Value of Estate (Line 8 minus Line 11) ....................... ..... 12. 5 4 ~ ~8 0 L • 3 3
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ................. ..... 13. •
14. Net Value Subject to Tax (Line 12 minus Line 13) ................. ..... 14. 5 4 ~ ig 0 L • 3 3
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) x .0 5 4 7 8 0 1 3 3 15.
16. Amount of Line 14 taxable
at lineal rate X .0 0 0 0 16.
17 Amount of Line 14 taxable
. at sibling rate X .12 0 0 0 17.
18 Amount of Line 14 taxable
. at collateral rate X .15 0 0 0 1 g.
19. TAX DUE .................. .......................... ... ..... .. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
,, 150561,0240
1,505610240
0. 0 0
0. 0 0
0. 0 0
0. 0 0
0. 0 0
J
REV-1500 EX Page 3
•Decedent's Complete Address:
File Number
21 10 0424
DECEDENTS NAME
WILLIAM G. GOODRIDGE JR
STREET ADDRESS
9 SILVER MAPLE DRIVE
CITY STATE ZIP
BOILING SPRINGS PA 17007
Tax Payments and Credits:
,. Tax Due (Page 2, Una 19)
2. CreditslPayments
A. Prior Payments _
B. Discount
3. Interest
4. ff Line 2 is greater than Line 1 + Line 3, enter the difffference. This is the OVERPAYMENT.
Ffll in oral on Page 2, Una ZO to request a refund.
5. ff Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(3)
(4)
(5)
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE
1. Did decedent make a transfer and: Yes
a. retain the use or income of the Property transferred : ...................................................................... ^
b. retain the right to designate who shall use the property transferted or its income; ............................... ^
c. retain a reversionary interest; or ................................................................................................
d. receive the promise for life of either payments, benefits a cane? .......................................................
2. ff death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate considerationT ....................................................................................... ^
3. Did decedent own an'intrust for• orpayable-upon-death bank account or security ~ his or her death? ......... ^
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? ..................................................................................................
BLOCKS
No
f3
F3
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT A~ PAMtT OF THE RETURN.
For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for a use of the surviving spouse
3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan.1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving ~e is 0 percent
p2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirem is for disdosure of assets and
filing a tax return are still applicable even ff the surviving spouse is the only benefidary.
For defies of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the u of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)].
• The tax rattr imposed on the net value of transfers to or for the use of the decedent's lineal benefidaries is 4.5 percent, exce t 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 decedenPs siblings is 12 percent [72 P.S. §9116(a~(1.3)]. A sibling is defined, unde
Section 9102, as ~ individual who has at least one parent in common with the decedent, whether by blood or adoption.
Total Credits (A + B) (2)
. ~...r_.--T. _.._ _..___ _.-__
KtV-1 b03 tR + (8-86)
SCHEDULE B
COAANONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERRANCE TAX RETURN
RESIDENT DECEDENT '
ESTATE OF FILE IAIMBER ~,
WILLIAM G. GOODRIDGE JR 21 10 0424 '
All properly joMtly-owned with riSM of survhronhip must be disclosed on ScheduN F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 429 SHARES OF PFIZER STOCK 7,022.73
$16.37 X 429 = $7,022.73
2. PNC INVESTMENTS -ACCOUNT NUMBER 45309997 59,056.60
MUTUAL FUNDS
3.. EDWARD JONES -ACCOUNT NUMBER#501-04805-1-4 55,983.72
STOCKS AND MUTUAL FUNDS
TOTAL (Also enter on line 2, Recapitulation) S 122 063.05
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
COMIAONWEALTH OF PENNSYLVANW
INHERRANCE TAX RETURN
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
WILLIAM G. GOODRIDGE_, JR
21 10 0424 ~I
proof
ude the of aM the dale
o
on-hi must be dbcfosed
n Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC INVESTMENTS -ACCOUNT NUMBER 45309997 39.62
MONEY MARKET ACCOUNT
2.. EDWARD JONES -ACCOUNT NUMBER 501-04805-1-4 664.92
CASH AND MONEY MARKET
TOTAL (Also enter on line 5, Recapitulation) ~ 704,.E
{If more space is needed, insert addifbnal sheets ~ the same alas)
REV-1510 EX+ (08-09)
' Pennsylvania
DEPARTWENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
FILE
21
This schedule must be oDmpiebsd and filed 'rf the answer to any of questions 1lhnwgh 4 on page three of the REV-1500 fsyes.
REM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE 7'RANSFERff, THEIR RELATIONSFNP TO DECEDENT AND
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE DATE OF DEATH
VALUE OF ASSET 96 OF DECD'S
INTEREST XC
FAaP LUSION
UCAa<E) TAXABLE
VALUE
1. EDWARD JONES -ACCOUNT NUMBER 501-90580-1-4 361,748.64 100.00 361,748.64
I RA
BENEFICIARY: HARRIET M. GOODRIDGE
2. AXA EQUITABLE -CONTRACT NUMBER 301 611 165 74,717.60 100.00 74,717.60
ANNUITY
BENEFICIARY: HARRIET M. GOODRIDGE
TOTAL Also enter on Line 7, lation S 436 466.24
ff more space is needed, use additlonal sheets of paper of the same size.
o~„ , ~„ ~,.~ ,,,, „~,
' Pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUfti1BER i
WILLIAM G. GOODRiDGE, JR 21 10 0424
Decedents debts must be nponted on Schedule L I!
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representathre(s)
Street Address
ChY State ZIP
Year(s) Commission Paid:
2, AtlomeyFees: IRWIN 8r McKNIGHT, P.C. 10,800.00
3, FamYy Exempifon: (If decedents address is rat the same as cleimanCs, attach explanation.)
Claimant
Street Address
City State ZIP
Relatlonship of Claimant tiD Decedent
4• probate Fees: REGISTER OF WILLS 252.50
5. Accountant Fees:
6. Tax Return preparer Fees: PATRICIA A. ROSENDALE, CPA 350.00
7. REGISTER OF WILLS -FILING FEE 30.00
Tta'TAL (Also enter on Line 9, Recapitulation) i 11 432.50
it more space s neeaea, use aaomonai sneers of paper m the same size.
{
REV-1512 F,(+ (12-08)
' pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8 LIENS
WILLIAM G GOODRIDGE JR - z~ ~~ u4z4 I --
Roportdebts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbu medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION - OF DEATH
1.
TOTAL (Also enter on Lute 10, RecapitulatlDrt) I S
ff more speoe b needed, insert addfBonel sheers of the same size. ~
REV-1513 EX+ (01-10)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
_. _. __ _ _ _. __ _. _.. _.. _.. - -- _. - __. -r __ _. ___ _. __ _.
SCHEDULE J
BENEFICIARIES
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS (Indude ouUight spousa;dLstritwUons and transfers under
Sec. 91 i6 (a)) (1.2)).
1. HARRIET M. GOODRIDGE
9 SILVER MAPLE DRIVE
BOILING SPRINGS, PA 17007
1TIONSHIP TO DECEDENT
Do Not List Trus<tea(s)
Spousal
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1
IUNT OR SHARE
OF ESTATE
547,801.33
DER
AS APPROPRIATE.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET.
If more space is needed, use additional sheets ~ paper of the same size.
1
s1DATAPYEIN7]f93fq.8.N~.~1
i ~
LAST WILL.~ND TESTAMENT
I, WII.,LIAM G. GOODRIDGE, JR., of South Middleton Township, Cumb d County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publi and declare
this to be my Last Will and Testament, hereby revoking any and all former Wills or dicils by me
made.
rrR
I direct that all my legally enforceable debts, funeral expenses, testam expenses and
all inheritance taxes shall be paid to the extent possible from the assets held or under ITEM
FIVE hereof as soon as practicable after my decease and as part of the administratio of my estate.
I have informed my personal represemative and additional family memo that it is my
desire that my body be buried at Odd Fellows Cemetery in Shenandoah, Pennsylvania. Furthermore,
I have informed my personal representative and additional family members that I o not wish to
donate any organs of my body. ~
ITEM TWO
In the event my beloved spouse, HARRIET M. GOODRIDGE, shall pred or fail to
survive me by thirty (30) days, then I give such items of personalty as are itemized ' a certain list
attached hereto to the persons named thereon, which list is signed and dated by eat the end
thereof.
I further direct my Executor(rix}, after consultation with any heir or heirs of mine wha
survive me, and in~ his or her own discretion, to choose such articles remaining fro my tangible
personal property (exclusive of cash, stock certificates, bonds, and all other tangibl evidences of
intangible personal property) as he or she believes will be useful to such heir or h ' or desirable
for him or her or them to have, either from a sentimental point of view or otherwise, d to deliver
such articles to such heir or heirs or among such heirs in equal or unequal shares as etermined by
the further exercise of his or her discretion, provided no other heir objects to the di 'bution.
Page 1 of 7 Pages
t ,
r
If my beloved spouse, HARRIET M. GOODRIDGE, is living thirty (30) days a4fter my death,
then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and
personal property, unto my said spouse, absolutely. If my said spouse does not so 've me, then
I give, devise and bequeath all of my estate, both real and personal property, urrto m Trustee to be
held or distributed by such Trustee under ITEM FIVE hereof.
ITEM FOUR
In the event my said spouse shall disclaim all or any portion of any devise ~
to my spouse under the foregoing ITEM TI~tEE, then the amoum otherwise payP
by my Trustee under ITEM FIVE hereof. For purposes of the Trust established un
hereof my said spouse shall not be deemed to have predeceased me by virtue
exercise of the right to disclaim set forth herein.
ITFMEI~~
RFSIDLTARY AND DTSCL. TMFR TR T4T
My Trustee shall hold the assets received under ITEMS THIZEE and FOUR
for the following purposes:
A. My Trustee shall pay the nex income, at least quarter-annually, to my s
In addition, my Trustee in my Trustee's sole discretion, may invade the principal o
the proper and adequate support of my spouse.
B. My Trustee shall fiuther pay to my spouse, annually, such sum from 1
the Trust as my spouse may request in writing, provided, however, that said sum n
the ' of Five Thousand Dollars ($5,000.00) or five percent (5%) of the aggrega
time of said request, of the principal of the Trust hereunder.
C. Upon the death of my spouse, my Trustee shall distribute the princil
to my children, WILLIAM 7. GOODRIDGE, ROBERT P. GOODRIDGE, LINDA
MARK C. GOODRIDGE and JAMES T. GOODRIDGE, in equal shares, absol~
fervent hope that whenever possible any monies received by operation of this
educate my grandchildren.
bequest made
e shall beheld
ITEM FIVE
my spouse's
iereof, if any,
ouse, for life.
the Trust for
~e principal of
ry not exceed
value, at the
tl of the Trust
J. O'BRIEN,
:ely. It is my
~h be used to
~'
Page 2 of 7 Pages
D. In the event that any of my said children shall fail to survive my spo
shall leave issue surviving, then such deceased child's share shall be held try my Tru
income therefrom shall be used for the support, maintenance and education (incl
limited to, elementary, secondary, undergraduate, graduate and post-graduate) of th
deceased chdd. My Trustee shall also use as much of the principal as it shall deem d
purposes. My Trustee shall distribute absolutely the principal of such share of such
to the issue of such deceased child per stirpes as each shall attain the age of twemy-
In the event that any of my children shall fail to survive my spouse and me and n
surviving, then my Trustee shall distribute such deceased child's share to my t
THOMAS E. HUGHES, absolutely.
I
PO R OF EXEGLTTOR ~NT~ TRL7STEE
In addition to the powers conferred by case law, by statute, and by other
my Executor(rix) and Trustee and their successors, shall have the following dig
applicable to all property held by them which powers shall be effective without
and shall exist until final distribution.
A. To retain any property of any nature received by them for whatever
deem advisable;
B. To invest and reinvest all or any part of said property in such stocks, b
trust funds, securities, accourns, certificates of deposit (including, but not limited to,
common true funds, securities, accourns or certificates of deposit of the Trustee) or
real or personal, as in their discretion they shall deem proper, without regard to stela
property which a fiduciary may purchase;
C. To sell, transfer, exchange or otherwise dispose of, any part of said pry
or on terms, publicly or privately, or to lease, even for a term exceeding five (5) years
of any trust herein, without liability on the purchasers or lessees to see to the ap
proceeds, and to give options for these purchases without the obligation to repudia~
of a higher offer;
and me, but
e and the net
ling, but not
issue of such
rable for said
eceased child
ix {26) years.
~t leave issue
lions hereof
unary powers
of airy court
rod they shall
nds, common
locks, bonds,
her property,
;s limiting the
~erty, for cash
r the duration
ication of the
them in favor
Page 3 of 7 Pages
D. To execute and deliver any deeds, leases, assignments or other instruments as may
be necessary to carry out the provisions of a~+ trust hereunder; ~!
E. To borrow money, including the right to borrow money from a~r bank and to
mortgage or pledge any. asset of the estate as security;
F. To assume continuance of the status of any beneficiary with r d to death,
marriage, divorce, illness, incapacity and the like in the absence of information eemed reliable
without liability for disbursements made on such assumption;
G. To pay firom the trust, or the income therefrom, all debts or claims ag~inat my estate,
or any taxes or similar charges on my estate;
H. To make any distribution hereunder either in kind or in money, or artially in kind
and partially in money. Distribution in kind shall be made at the market vahre f the property
distributed, and my Trustee, in my Trustee's absolute discretion, may cause the shat distributed to
any distnbutee to be composed of property similar to or different from that distrib to any other
distributee;
I. To exercise any subscription right in connection with airy s~urity eld hereunder,
to consent to or participate in arty recapitalization, reorganization, consolidation or merger of airy
corporation, company or association, the securities of which may be held hereund , to delegate
authority with respect thereto, to deposit investments under agreements, to pay ents, and
generally to exercise all rights of investors;
J. To invest in endowment, insurance or annuity policies on the lives f beneficiaries
of any trust hereunder,
K. To continue in any partnership, joint venture, joint ownership or then business
enterprise of which I am a part at the time of my loth;
L. To compromise claims;
M. To cor~tirwe for whatever period of time as they shall deem necessary y ownership
as a tenant in common or as a partner, in real estate or other property and to act as I uld have done
had I been living;
N. To lend money to my estate or to any trust created hereunder or to pur~hase from the
estate or from any trust created hereunder, at the market value thereof at the time of purchase, any
Page 4 of 7 Pages
secanities or other property tendered to them by my estate or any trust created hereon
and from time to time within a period of nine (9) months after my death;
O. In the event that any amoums are payable hereunder or under an
hereunder to a minor, or to a person otherwise under legal disability, or to a person
to be an incapaatated person, but who, by reason of illness or mental or physical dis
opinion of the fiduciary(ies) hereunder, unable to properly administer such amounts
may be paid by the fiduciaty(ies} hereunder in his, her or their sole discretion in any
ways as he, she or they may deem best:
1. Directly to such beneficiary;
2. To a legally appointed guardian of such beneficiary for the
beneficiary;
3.
beneficiary;
4.
To a person having custody of such beneficiary for the
at any time
trust created
~t adjudicated
rility is, in the
such amounts
'the following
of such
of such
By the fiduciary(ies) hereunder using such amounts directly't~ the benefit of
such beneficiary.
Evidence of the application of payment of an amount in such a manner shall be a and complete
discharge of the fiduciary(ies) hereunder to the extent of such payment or app 'cation. This
paragraph shall be applicable to payments of income as well as principal.
P. To employ agents, attorneys and proxies and to delegate to them su power as my
personal representatives and Trustees consider desirable and to pay reasonable co pensation for
such services as may be rendered by such agents, attorneys and proxies;
Q. To conduct an inventory of any safe deposit box necessary to the ' 'stration of
my estate.
R. To do all other acts in their judgment necessary or desirable r the proper
management, investment and distribution of my Estate. II
ITEM SEVEN
pRnTEGT_TVE PROVISIONS ~
All income or principal held for the use and benefit of the beneficiari of arty trust
hereunder shall not be in any way or manner subject to anticipation, assignment, ledge, sale or
.G.G.
Page 5 of 7 Pages
r
transfer, nor shall any such interest, while in the possession of my Trustee, be liable Ifor or subject
to the debts, contracts, obligations, liabilities or torts of any beneficiary, or tol attachments,
executions or sequestrations under process of law.
TTRM ET_GHT
en~nnrri;~rr OF EXECi1TOR AN_n TRUSTEE
I nominate, constitute and appoint my spouse, HARRIET M. GOODRIDG
of my estate. In the event that my said spouse shall predecease me or fail to act as
I appoint my son, ROBERT P. GOODRIDGE, as Executor of my estate.
I nominate, constitute and appoint my spouse, HARRIET M. GOODRIDG]
any trust cxeated l~exeunder. In the event that my spouse shall fail or be unwilling to
as Trustee, then I appoint my son, ROBERT P. GOODRIDGE, as Trustee of a,
hereunder. In the event that the said ROBERT P. GOODRIDGE shall be unwilling
as Trustee, then it would be my desire that another of my relatives serve as
position not be filled by a corporate trustee.
W TVFR OF BOND
I direct that neither my Executor(rix) nor my Trustee shall be required to file a
jurisdiction to secure the faithful performance of their duties, nor shall they be require
order or approval of any court for the exercise of any power or discretion set forth
IN WITNESS WIdEREOF I have hereutrto set my hand and seal this l
~CC~YY1hQ,1' , 199
William G. Goodrid~e, 3r.
SIGNED, SEAI~D, PUBLISHED AND DECLARED by the above-named
for his Last Wdl a~ Testament, in the presence of us, who at his request, have
our names as witnesses thereto, in the presence of the said Testator and of each
Page 6 of 7 Pages
as Executrix
cecutrix, then
as Tnistee of
~minue to act
trust created
unable to act
and that such
bond in any
to obtain any
this Will.
~~ day of
stator, as and
;o subscribed
_,,_-
r
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS.
I, William G. Goodridge, Jr., Testator, whose name is signed to the attar or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge I signed and
eacecxrted the instrument as my Last Will; that I signed it willingly; and that I signed it my free and
voluntary act for the purposes therein expressed.
William G. ~oodrid~ze, Jr.
Sworn or affumed to and a.clrnowledged before me by William G.
Testator, this I6'}' day of '~('~;1~1'~.,~Q,r , 1998
Nomded seal
Deeke 1. NYeum d uGo~ur~y
Expires Feb. 2s, 280 Notary Public
CO ~TH OF P iENNS tYLVANIA
. SS.
COUNTY OF CUMBERLAND )
We, ~. ~ QSYYI_ and 1'1~U'CIQ.
Jr., the
the vies whose names are signed to the attached or foregoing ins~umerrt, bei~ duly qualified
according to law, do depose and say that we were present and saw William G. Go 'dge, Jr., the
Testator, sign and execute the instrument as his Last Will; that the Testator signed and that
the Testator executed it as his free and voluntary act for the purposes therein exp ;that each
of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of
our knowledge the Testator was at that time 18 or more years of age, of sound min and under no
constraint or undue influence. ~~
L,~vl~j `3~v
Sworn or affnmed to and subscribed before me this ~ ~ day of 1~e:C! C,YYI~,Y 199
. ---,
Hcfarial seal
DNS L. Nys, Notary ~ub~u
CarlWe Bono, CumtMSian~! Ce~:r.,,.
My- Coexr~ion ~: xrlfH, ,:~ ..
Member ppnngvh~~+~ ~.^^
Notary Public
Page 7 of 7 Pages
CODICIL
I, WILLIAM G. GOODRIDGE, JR., of South Middleton Township, Cum land County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, p lish and declare
this to be a Codicil to my Will dated December 1,1998.
1.
I hereby nominate, constitute and appoint my daughter, LINDA J. O'B N, as a Co-
Executor of myestate and Co-Trustee of any trust created under the aforesaid Will, o serve with my
son, ROBERT P. GOODRIDGE, in the event my spouse, HARRIET M. GO RIDGE, shall
predecease me or fail to act in either of such capacities.
~. 3.
In all other respects, I hereby ratify and affirm my aforesaid Will dated D ber 1,1998.
IN WITNESS WHEREOF I liavE hereunto set my ha~id and seal this 13~' day of January,
2009.
William G. Goodridge, Jr.
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-nam Testator, as and
for a Codicil to his Will dated December 1, 1998, in the presence of us, who at 's request, have
hereunto subscribed our names as witnesses thereto, in the presence of the said T tator and of each
other.
~~..
Page 1 of 2 Pages
i ~_ ~ _
COMMONWEALTH OF PENNSYLVANIA )
' ~ ~ SS.
COUNTY OF CUMBERLAND )
I, WILLIAM G. GOODRIDGE, JR., Testator, whose name is signed to a attached or
foregoing instrument, having been duly qualified according to law, do hereby owledge that I
signed and executed the instrument as a Codicil to my Will dated'December 1,1998 that I signed it
willingly; and that I signed it as my free and voluntary act for the purposes therein xpressed.
William G.
Sworn or affirmed to and acknowledged before me by WILLIAM G. GOODI~IDGE, JR., the
Tes ~ 009.
Na.wsw
~. t.. No.~. Moanr Pu~c
' ' No -Public i
COMMONWEALTH OF PENNSYLVANIA )
. SS.
COUNTY OF CUMBERLAND )
~~
We, ~~i7eiYi and ~
the witnesses who a names are signed to theattached or foregoin instrument, bein duly qualified
according to law, do depose and say that we were present and saw WILLIAM G. ODRIDGI;,
JR., the Testator, sign and execute the instrument as a Codicil to his Will dated D ber 1, 1998;
that the Testator signed willingly and that the Testator executed it as his free and oluntary act for
the purposes therein expressed; that each of us, in the hearing and sight of the Tes ator, signed the
Codicil as witnesses; and that to the best of our knowledge the Testator was at that ' 18 or more
years of age, of sound mind and under no constraint or uPdueja~ugnce,,.~-
Sworn or affirmed to and subscribed
ca~TM of ~NSnv~wu-
Now sw
c.~: r
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~T ~T~ F{nance Search Tue, Nov 16, 2010, 10:13AM EST - US taarkete a In b hrs and 4b mina
Pfizer Inc. (PFE) At 9:SBAM E : ~ 8.66 • 0.09 (osb%1
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AXA Equitsbia Accu~aulsto~
P.O. Sax 1547
qua, NJ 87096-1547
001513 AX050301 DD
9ISILVERBMAPLERDRIVEJR
DOILIN(i SPRINBS PA 17007
T~
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nxp 0ka16uEors uc., sole u dkh6umr ror nxa rya
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Accumulator Plus (N~~
Contrail Number. 301611164
Contrail Date; May 01, 200.1
Name of Annuitant WILLIAM C3 CC
Contrail Owner: WILLIAM G GC
Your Represeritathre: CHARLES LIT
Telephone: (800)762-6111
w you nwd aNMhno~, PwM oil
t~A00~•7do-7771, orYiNt~ rY~Ne~
TH16 IB YOUR NOTICE THAT THE AXA EQUITABLE PROCEBSiNG OFFICE:
Processed a rebalance trarlaler.
Marrrh 01, 2010
No. 10060 03397
Page 1 of 1
JR
JR
IMplr!lMaliM! K tIN
tna atfloa toll ins ad
Effective Darts
March 01,2010
Last Rsportsd Account Balance: 574,52464 on December 01, 2009
Currant Account Balance: 574,717 60 on March 01, 2010
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EQIAAonayNlsdcat S92,T89.44 5130.70- 1,186.4961 II 528.005873 582,688.74
EQIBIadcHodc Inlw'ratlanel
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58,945.04
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5752.80+
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514.1672 ~,
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518.358183
58,408.77
E~CapYeMNPLUS 571,285.86 8144.25+ =58.88• 5.1808 27.0% 1,034.4014
I 510.875808 511,353.18
EUlladCaphxinc 511,285.81 5878.85+ 5789.47- 85.0240 27.076 1,222.7107 I 58.285288 511,359.18
RoMla P1ka (iroMi81
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odc 510,848.55 59.97- 593.59+ 7.1858 28.Q76 II
899.9418 513.016027 510,832.71
Grand 7'onl 574,524.64 5192.86+ 100.076 ' 574,717.80
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WARNING FQR CONTRACTS WITH AN AU1'OI1rIA1'IC REBALANCING PROGRAM IN ixNECr: Performing a
sub mount trsaafer or one time reallsocatioa while an automatic rebalancing progntm is is placx will NOT result in the
automatic rebedanaag program bei>efag changed to retloct the new transfer implied pomaataBe bona. The subaccouat
transfer or once-time reallocation shows above will revert to the current rebalancing allocations oa file for your contract unless
we receive written instructions to cbanSe or terminate your automatic rebalancing program.
001513 AX050301 061524