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HomeMy WebLinkAbout09-09-11~ ~ 3 ~'-~ ~ Z7 d IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-09-0389 FIRST AND FINAL ACCOUNT OF WILLIAM H. GOODHART, EXECUTOR FOR THE ESTATE OF LISA K. GOODHART LATE OF MIDDLESEX TOWNSHIP Date of Death: April 8, 2009 Date of Incapacity: None Date of Executor's Appointment: April 22, 2009 Advertising Grant of Letters: The Sentinel: May 1, 8 & 15, 2009 Cumberland Law Journal: May 8, 15 & 22, 2009 Accounting Period: April 8, 2009 to September 1, 2011 Purpose of Account: To familiarize interested parties with the transactions that have occurred during administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Michael A. Scherer, Esquire Baric Scherer LLC ~,~ 19 West South Street =~ ~" Carlisle, PA 17013 ~ ~ ~-p "' rr ~ `~' ~.~ ~`.~ xJ (717) 249-6873 ~~~ ° ~ ~-~~Q -~-' ~' ~~ ~ z `~ ~ C." C`)~sf l/d /v ~ ~~z,y~6.2~ ~~ ~ i>>~ SUMMARY OF ACCOUNT PAGE PRINCIPAL Receipts Net Gain on Stock Sale Less Disbursements Debts of Decedent Administration Expenses Family Exemption Inheritance Tax Fees and Commissions Balance before Distributions Distribution to Beneficiaries Principal Balance on Hand INCOME Receipts COMBINED BALANCE ON HAND PROPOSED DISTRIBUTIONS TO BENEFICIARIES AUDIT NOTICE VERIFICATION 3 3 4 4 4 5 5 5 5 5 6 6 7 8 $288,451.02 $ 24,995.25 $ 35,856.68 $ 1,585.83 $ 3,500.00 $ 4,948.55 $ 20,193.46 $247,361.75 $230,747.14 $ 16,614.61 $ 82.73 $ 16,697.34 2 RECEIPTS OF PRINCIPAL Real Estate 1. 7711 Wertzville Road, Carlisle, PA 17013 $227,985.00 Assessed value $180,940.00 x common level ratio (1.25) William H. Goodhart was granted life estate Remainder interest equally to three children Mortgage of $74,772.00 is being paid by William H. Goodhart Stocks PNC Financial Services (PNC) $ 57,868.00 1,850 shares D.O.D value $31.28 per share Mutual Fund Dreyfus Fund $ 1,476.02 Bank Account Members First Federal Credit Union $ 1,122.00 ADJUSTMENTS TO INVENTORY 9130/09 Gain PNC stock sale at $44.89 per share $ 24,995.25 Total $313,466.27 RECEIPTS OF INCOME 10/09 - 8/11 Interest on Estate Account $ 82.73 3 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT 11/19/09 FIA Card Services: Bank of America $ 6,134.40 11/20/09 NCO Financial: Sprint $ 447.88 11/20/09 NCOF Process Fee $ 8.00 11/23/09 Estate Recoveries, Inc.: American Express $ 1,655.07 11/23/09 Estate Recoveries, Inc.: Sam's Club $ 347.57 11/19/09 DCM Services, Inc.: Target $ 3,378.32 11/19/09 Phillips and Cohen: Chase Bank $ 1,022.88 11/23/10 Discover $ 414.60 1/25/10 Members First Federal Credit Union Visa $ 3,653.11 1/25/10 Members First Federal Credit Union Visa $ 4,061.80 1/25/10 Members First Federal Credit Union Fee $ 124.13 7/27/10 Barclays Bank Delaware/BJ's $ 682.55 7/14/10 Creditor's Financial Group $ 5,713.00 8/18/10 Barclays $ 2,730.21 8/25/10 WFNNB Credit Card $ 716.52 8/25/10 WFNNB Credit Card $ 867,99 8/27/10 Alexander Spring Rehab $ 847.00 9/13/10 American Express $ 1,789.52 9/16/10 Discover $ 1.262.13 TOTAL $35,856.68 ADMINISTRATIVE EXPENSES 4/09 - 3/10 Probate fees- Register of Wills $ 398.00 6/12/09 The Sentinel (advertising) $ 261.88 7/2/09 Cumberland Law Journal (advertising) $ 75.00 8/24/10 Tax preparer fees:Greenawalt Co. $ 320.00 10/14/09 ACH Check Fee $ 11.95 8/24/10 Erie Insurance $ 519.00 Total $ 1,585.83 FAMILY EXEMPTION William Goodhart $ 3,500.00 4 PENNSYLVANIA INHERITANCE TAX 12/11/09 $ 4,948.55 FEES AND COMMISSIONS 1 2 Executor's Fee: William Goodhart Baric Scherer, attorney's fees $ 12,693.46 $ 7,500.00 TOTAL $ 20,193.46 DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES 4/8/09 Real Estate $227,985.00 Life Estate to William H. Goodhart Remainder to three children 8/18/11 William H. Goodhart FBO Kaitlyn Biggs $ 1,400.00 Reimbursement for Kaitlyn's tuition Tuition paid by William Goodhart 8/18/11 Kaitlyn Biggs $ 1,326.14 TOTAL $230,711.14 PRINCIPAL BALANCE ON HAND Principal Receipts $288,451.02 Less Principal Disbursements $ 66,084.52 Less Distributions of Principal to Beneficiaries $230,747.14 Balance on Hand $ (8,380.64) RECEIPTS OF INCOME Interest on estate checking account $ 82.73 Gain on PNC stock from sale $ 24.995.25 TOTAL $ 25,077.98 5 DISTRIBUTION OF INCOME TO BENEFICIARIES None. COMBINED BALANCE ON HAND Principal ($8,380.64) Income $ 25,077.98 Total $ 16,697.34 PROPOSED DISTRIBUTION TO BENEFICIARIES Combined balance on hand Prior Distribution to/for Kaitlyn One third to each child $16,697.34 $2,726.14 $6,474.49 Kaitlyn Biggs Allison Goodhart Emiliann Goodhart Total $ 3,748.35 $ 6,474.49 $ 6.474.49 $16,697.34 Kaitlyn Biggs, born February 22, 1990, age 21: The sum of $3,748.35 payable to Kaitlyn Biggs Allison Goodhart, born April 23, 1994, age 17: The sum of $6,474.49 payable to Sharon Anderson as trustee for Allison Goodhart under Item Fifth in decedent's Will dated September 12, 1996 Emiliann Goodhart, born February 4, 1998, age 11: The sum of $6,474.49 payable to Sharon Anderson as trustee for Emiliann Goodhart under Item Fifth in decedent's Will dated September 12, 1996. William Goodhart: Life estate in 7711 Wertzville Road, Carlisle, PA 17013, remainder to Kaitlyn Biggs, Allison Goodhart and Emiliann Goodhart in equal shares. Respectfully submitted, w William H. Goodhart Executor of the Estate of Lisa K. Goodhart 6 AUDIT NOTICE Please be advised that the First and Final Account and Proposed Distribution of William H. Goodhart, Executor under the Will dated September 12, 1996 and executed by Lisa K. Goodhart, deceased, has been filed with the Clerk of the Orphans Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, and will be called for audit before the Honorable Judges of said Court on the 11'h day of October, 2011, at 9:30 a.m. in Courtroom Number 1, of the Cumberland County Courthouse, Carlisle, Pennsylvania. Your interest in the Estate consists of: See attached Will and Schedule of Distribution. The Court will be asked to approve the account as stated and to make awards in accordance with the provision of the Will of Lisa K. Goodhart, deceased. Copies of the Account and Will are enclosed. It is not necessary that you or your counsel appear at the audit. However, if you have any objection to any items in the Account (or if you disagree with the position the accountant has taken on any claim), it is necessary that you appear at the time and place stated above in person or by counsel; otherwise, the Court will assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the Account of the Executor of the Will of Lisa K. Goodhart, please contact the undersigned. Michael A. Scherer, Esquire Baric Scherer LLC 19 West South Street Carlisle, PA 17013 (717) 249-6873 7 VERIFICATION William H. Goodhart, Executor of the Estate of Lisa K. Goodhart, deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims outstanding against the estate; that all income taxes presently due from the Estate have been paid, and that all inheritance tax has been paid; and that the grant of Letters Testamentary and first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to the penalties of 18 Pa.C.S.A. section 4904 relating to unsworn falsification to authorities. illiam oodhart Date: 8 VERIFICATION UNDER CCRP 6 3-1 I hereby certify that on September 9, 2011, I mailed the notice of the time and place of the presentation of the above account and proposed distribution, along with a copy of the account, proposed statement of distribution and a copy of the Will, by first class mail, postage prepaid, as follows: William H. Goodhart Kaitlyn Biggs 7711 Wentzville Road 7711 Wentzville Road Carlisle, Pennsylvania 17013 Carlisle, Pennsylvania 17013 Allison Goodhart Emiliann Goodhart c!o Sharon Anderson c/o Sharon Anderson 601 Bloserville Road 601 Bloserville Road Newville, Pennsylvania 17241 Newville, Pennsylvania 17241 GV V ha I A. Scherer, Esquire 9 LAST WILL AND TESTAI~1'I' OF LISA K. GbODHART I, Lisa K. Goodhart, of Gtunberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish. and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST ~~ ~~ I direct the payment of my legally enforceable debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. If there be no cemetery lot available for my interment, owned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefor funds from my estate, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, in this connection, I authorize my personal representative to expend. funds from my .estate, in such amount as my personal representative shall consider necessary and desirable, for the purchase, erection and inscription of a suitable marker for my grave. SECC~TD I bequeath my PNC Bank stock to my children in equal shares. THIRD In the event my Husband, William H. Goodhart, shall survive ~, I give, devise and bequeath the real estate used together by us as our home situate at 7711 Wertzville Road, Carlisle, Gtunberland County, Pennsylvania, together with all household goods and furnishings therein, to my Husband, William H. Goodhart, for his life so long as he desires to use such premises as his home aril pays all costs of maintenance thereof, including taxes, assessments, insurance and or'~inwrv repairs, said property to be insured iri a reasonable amount insuring the interests of the remainderman as well as himself . Upon the death of my husband or at such prior time as he no longer uses said premises as a home for himself, I give, devise and bequeath said real estate together with all household goods and furnishings therein to my children, in equal shares. FWRTH I give, devise and bequeath the rest, residue and remainder of my estate of whatever nature and wherever situate to my husband, William H. Goodhart, if he shall survive me by thirty (30) days. In the event my Husband predeceases me or fails to survive me by thirty (30) days, then I giver devise and bequ index of my estate to my children in equal shares. FIFTH In the event a portion of my estate passes to an heir under the age of twenty (20) years old, then that portion of my estate passing to the heir shall be placed with my friend, Sharon Anderson of Cumberland County, Pennsylvania, as TRUSTEE, under the following conditions: 1. My Trustee shall pay principal and income to or for the benefit of the heir during his or her life as my Trustee, from time to time, shall dean advisable for the health, maintenance, support and complete education of such heir and the members of his or her immediate family. In addition, my Trustee in his sole discretion may advance principal to said beneficiary against the fractional shares to be advanced hereunder for the costs of marriage, or the purchasing of a home or costs of entering a business or profession if my said Trustee shall deem such expense reasonably prudent. 2. Notwithstanding the foregoing provisions, after attainment of twenty (20) years, each heir may withdraw the entire remainder of said principal and undistributed inca9ne. 3. In the event of the death of a trust beneficiary prior to age twenty (20) then my Trustee shall distribute any r~~n~ng principal and interest as such beneficiary shall appoint by specific reference to this power in his or her will, or if such power is not exercised in full, the unappointed principal shall be distributed to his or her issue, per stirpes, or in default of such issue, to my issue, per stirpes; provided, however, arty portion of such principal, which would be distributed to any beneficiary for when a trust is then held hereunder, shall be added to such trust. 4. Should the principal of any trust herein provided for be or became too small in my Trustee's discretion to make establishments or continuance of the trust advisable, my Trustee may distribute the r~;,,;,,g principal and any accumulated or undistributed income outright to the beneficiaries in the proportions to which they are then entitled to. The receipts aril releases of the distributees will terminate absolutely the rights of all persons who might otherwise have future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account with the court. SIXTH I direct that no trustee, executor, guardian or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond or give any security of any type for any purpose whatsoever, a~ law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. My executor and trustee shall have the following powers in addition to those vested in them by law and by other provisions of this Will, applicable to all property, real, personal or mixed and wheresoever situate, including property held for minors, whether principal or income, exercisable without court approval, and effective, with respect to each item of said property until actual distribution thereof. A) Zb retain, as investments of my estate or trust, any or all assets of my estate, real, personal, or mixed, without regard to any principal of diversification, and to purchase and acquire real or personal property and to hold any or all of such real and personal property retained or acquired without making the same productive of incaane. B) To permit the children, or any of them, to occupy any real estate retained or acquired upon such terms and conditions as my executor or trustee shall deem proper. C) To pay all taxes, charges and expenses of maintenance, upkeep, improvements, development, protection, puceservation and investment of any retained or acquired real or personal property, such payments to be made frown either principal or incase as my executor or trustee shall determine. D) To retain or invest any and all funds, whether principal or c~ incase, in any real or personal property without restriction to legal investments; to purchase investments at premiums; to exercise all rights of a security holder or share holder in any corporation; and to lease, mortgage, pledge, give options upon or sell at public or private sale and without approval of any court, any real or personal property, or portion or portions thereof, irrespective of the manner or the means by which the same was acquired by my said executor or trustee. E) To make payment or distribution herein provided for in cash, kind or partly in cash and partly in kind, at valuations fixed by my executor or trustee at the time of distribution. EIGHZ~I Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or incase, payable to an heir, or a~ of them, shall be made upon the sole receipt of the respective individual to when the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of a~ such beneficiary. NINTH In the event I am not survived by my husband, William H. Goodhart, I appoint my step-daughter, 7~isa Geiler guardian of any of my children who may be minors at the time of my death. I appoint my husband, William H. Goodhart, Executor of this my Last Will and Testament. Should my said Executor fail to survive me or for any reason fail to qualify as Executor, then I appoint my mother, Judith Brandt of (.timberland County, Pennsylvania, Executrix of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and .seal to this, my Last Will and Testament, consisting of seven (7) typewritten pages, the first five (5) of which bear my signature in the margin for the purpose of identification, this / z ~' day of September, 1996. ~~.D ~ ~o~:..~do-~- (SEAL) Lisa K. Goodhart Signed, sealed, published and declared by the above named testatrix, Lisa K. Goodhart, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~~~~ :1~'^•t~L. An~SS 2'la fa;n.~'~v f1~., C~r~sG~ ~~ /~~~3 ~~~=- ASS i~ w.5~-.~.~ ~~ P~ nom NTH ~ ~xsYLV~xL~ . SS. ~~ We, ``Lisa K. Goodhast, ~~G'~+st ~ fl • SL „dr~/ and ~~ h L`~~~ ,the testatrix and the witnesses, respectively, whose nags are signed to the attached or foregoing instrzunent, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument of her Last Will and Testament, and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as witnesses, and that to the best of their knowledge, the testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Surorn to and subscribed before me this l0?9~ day of September, 1996. v Notarial Seal Jennifer S. Calaman, Notary Public Carlisle 8oro, Cumberland County My Commission Expires Nov. 29, 1999 ember, Pennsylvania Association of Notaries DECEDENT'S ESTATE COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Lisa K. Goodhart No. 21-09-0389 n r _~ ~~: =n '~ ~_ -c, ~ ~, Z7 Gn r, "~ t ? DECEASED ~~ ~ ~ ~ ~? ,~ _.~ - -J ~ _: T _, ~ 7 J 27 ~ ~% 'Lv (_.P v7 t PETTTION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached Attach the spouse 's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Michael A. Scherer, Esquire Supreme Court I.D. No.: 61974 Name of Law Firm: Baric Scherer Address: 19 West South Street, Carlisle, PA 17013 Telephone: (717) 249-6873 Fax: (7171249-5755 Form OC-0I rev. 10.13.06 Page 1 of 10 Estate of Lisa K. Goodhart Deceased 1. Name(s) and address(es) of Petitioner(s): Nane: William H. Goodhart 7711 Wentzville Road Address: Cazlisle, PA 17013 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is this the first accounting by this fiduciary? ..................... ~ Yes ~ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on Apri18, 2009 m Letters Testamentary or ~ Letters of Administration were granted to Petitioner(s) on Anri122.2009 Date of Will (if applicable): September 12, 1996 Date(s) of Codicil(s) (if applicable): None Date of probate (if different from date Letters granted): April 22, 2009 Was a bond required? [Yes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ~ No Dates of advertising of the grant of Letters: The Sentinel: May 1, 8 & 15, 2009 Cumberland Law Journal: May 8, 15 & 22, 2009 Form oc-or rev. /0 /3.06 Page 2 of 10 Estate of Lisa K. Goodhart Deceased 3. Was decedent survived by a spouse? ............................. ®Yes ^ No If yes, name of the surviving spouse: William H. Goodhart 4. Has the surviving spouse filed to take an elective share? ............. ®Yes ®No (See Section 2201 et s_q. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (f none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes m No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ~ Yes ~ No If yes, give names and dates of birth: Name: Emiliann Goodhart Date of Birth.• February 4, 1998 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. m Yes ®No Fa.,„ oc-o1 rev. (0.13.06 Page 3 of 10 Estate of Lisa K. Goodhart Deceased 8.' Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Allison Goodhart daughter 1/3 PNC stock c% Sharon Anderson trustee remainder interest 601 Bloserville Road real estate Newville, PA 17241 Emiliann Goodhart daughter 1/3 PNC stock c/o Sharon Anderson trustee remainder interest 601 Bloserville Road real estate Newville, PA 17241 Fom ocoi rev. 10.13.06 Page 4 of 10 Estate of Lisa K. Goodhart Nmxe Kaitlynn Biggs 7711 Wentzville Road Carlisle, PA 17013 daughter Deceased 1/3 PNC stock remainder interest real estate B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. Allison Goodhart, born 04/23/94 Emiliann Goodhart, born 02/04/98 Sharon Anderson is Trustee by virtue of Item Five in decedent's will C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). Not required under 20 Pa.C.S.A. Section 5105. D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. not applicable Form oc-ol rev. 10.13.06 Page 5 of 10 Estate of Lisa K. Goodhart ,Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address ojEach Claimmrr Amount of Claim Clatm Admitted? Wrll Claim Be Patd In FuU? ^Yes ®Yes None. ^No ©No ^Yes ^Yes ^No ^ No ^Yes ®Yes ^No ^ No ^Yes ^Yes ^No ^ No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ ^Yes ^No Was family exemption allowed? ................................ mYes ^No Family exemption claimant's name and relationship: William H. Goodhart Relationship: SpOUSe Farm oc-or rev. 10.13.06 Page 6 of 10 Estate of Lisa K. Goodhart Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Payment Interest December 8, 2009 4,948.55 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ^ Yes ~ No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: None. B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~ Yes ©No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of Lisa K. Goodhart Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes m No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. None. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. Yes m No 18. If a reserve is requested, state amount and purpose. amount: Purpose: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ ©Yes ®No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes ~No As to real estate only? ........................................ ®Yes ®No FormOC-01 rev. ~a.~s.oe Page 8 of 10 Estate of Lisa K. Goodhart Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Disrributee(s) B. Principal: Proposed Dislrrbulee(s) William H. Goodhart Kaitlynn Biggs * * Allison Goodhart AmoundProportion AmoundProportlon life estate in real estate $3,748.35 $6,474.49 Emilan Goodhart * $6474.49 plus remainder interest in real estate Submitted By: (Al[ petitioners must sign. Add additional lines tf necessary): R'ame of Petitioner: William H. Goodhart Name of Petitioner: Form oco~ rev. !0.13.06 Page 9 of 10 Estate of Lisa K. Goodhart ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that tieishe he is t/rie Executor of the above-named name ojcorporation Estate of Lisa K. Goodhart and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). Signature of Petitioner * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. Signatur of unse for Petitioner Form oc-ol rev. /0./3.06 Page 10 of 10 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz• Mav 8 Ma~15 and May 22. 2009 _ Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. ~----- a Marie Coyne, ditor SWORN TO AND SUBSCRIBED before me this 22_day of May. 2009 (3oodhart, Lisa K., decd. Late of Cumberland County. Executor: William H. Goodhart, 7711 Wertzville Road, Carlisle, PA 17013. Attorneys: Michael A. Scherer, Esquire, O'Brien, Banc 8s Scherer, 19 West South Street, Carlisle, PA 17013, (717) 249-6873. Notary NOTARIAL SEAL DEBORAH A COLLINS Notary Public CARLISLE BORO, CUMBERLAND COUNTY My Commission Expires Apr 28, 2010 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Erica Peterson, Classified Manaeer, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13,1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): May 1 2009, Max 8, 2009 and May 15, 2009 COPY OF NOTICE OF PUBLICATION i. Dale A,pri124.2U08 .~ '. „ <.r., `":. -`. W ilham H, Goo~lhart .- . 7711 Werfiville Road - 'Carlralg;~PA'17013 ~ ~-r.. ,... MlohaelA Scherer Esquire C?' ~t,Baric,. q~S~Cherer :~~.~~.u~~~,~s: s~,= ~ea o"~u h~Sfr"~e~" ~`e1r1I1t1i3A"1701':3 ~ ~ 1~17)~249.887,~,.. .._ .. ,_~ .. _. Affiant further deposes that he/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. Sworn to and subscribed before me this -5~~ ~o l~ ~ ~ ~ ~~ Q~ ~ ~ ~~ Notary Public My commission expires: C,pgvlYi~~`>>'-`=,'yi.rii OF PE h Y1.1F ~ ~'~n NOTARIAL SEAL ggiv181 ANN HECKENDORN; Nole~y PubMc Camp Hii! 3oro., Cumberland Corx-~ M;r r - ~ apires January 27.E ~-~-•