HomeMy WebLinkAbout02-1093Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
_state of Blanche V Goodhart No
also known as
Deceased
Social Security No.204012998
R Michael Goodhart and Edward S Goodhart
Petitioner(s), who is/are 18 years of age or older, apply(ies) for
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ors named in the Last Will of the
Decedent, dated 11 /21 /1988 and codicil(s) dated
Lester S Goodhart died A ril 8 2001
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.t.a., d.b.n.c.t.a.: pendente life, 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:
Decedent at death owned property with estimated values as follows: 200,000.00
(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 .............................. $
100, 000.00
Value of real estate in Pennsylvania ........................................................................................ $
.............................. $ 300,000.00
Total ................................................................................... .
Real Estate situated as follows:
1004 Tower Road, Southampton Township, Franklin County
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
__ ,., ,, R Michael Goodhart 301 Hillcrest Dr New Cu
Goodhart 110 E Kin
. Shiooensb
mberland, PA
ura PA
RW-7
(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 Shippensburq Health Care Center 121 Walnut Bottom Road Shippensburq Township, Shippensburq PA
(list street, number and municipality)
Decedent, then 90 years of age, died November 3 , 2002 , at Shippensburq Health Care Center
(Location)
Oath of Personal Representative
ommonwealth of Pennsylvania
OUnty 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 personal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the estat~ccord~ng t~law.~ ~~
Sworn to and affirmed and subscribed '
R Michael Goodhart
b ore me this ~-.--day of
C6yni3E"~
N~~~ 2002 - Edward S Goodhart
/ - ~~
DECREE OF REGISTER Cumberland County, Pennsylvania
Estate of Blanche V Goodhart Deceased No. ~~- ~~ - l~ q.~
also known as
Social Security No: 204012998 Date of Death: 11/3/2002
AND NOW, December ~ 2002 , in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary ^ of Administration c t a d.b.n.c.t.; endente cite; durante absentia; durante minoritate)
( ..~., p
are hereby granted to R Michael Goodhart and Edward S Goodhart
in the above estate and that the instrument(s), if any, dated November 21 1988
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ................................. ... ~~eg~star or wn .mom
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ti2
~ DD
$ ,,
i
~,~
Short Certificate(s) .............. .
-
Renunciation ....................... ... $
Affidavit ( ) .................... ... $
$ ltS% ~
...........
Extra Pages ( ).
..
Codicil ................................ . $
-
JCP Fee .................:............ ... $ 10.00 ~-~--~~'
Attorney: Forest NMyers
Inventory & Tax Forms ........ ..... $ I.D. No: 18064
Other .................................. .... $ Address: 137 Park Place West
~~p, 00 Shippensburq PA 17257
TOTAL .................... .........$ -~'~~ Telephone: 717 532.9046
DATE FILED:
RW-7A
l1is is to certify that the information here given is correctly copied from an original certificate 'off depth dul~~' filed ~with~ me as
Local Registrar. The original certificate will he forwarded to the Stare Vital Records Office for perrran~nr tiling..
WARNING: It is illegal to duplicate this copy by photostat or photograph. '.
FeL~ for this certificate, $Z.00
__ ~ 8711246
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uT COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT Of HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
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SE% 90CIAL SECURITY NUMBER -~ DATE OF DEATN ,Mn ;~•.. +•.~
NAME a DECEDENT Ii i.L. Mieaa. Lul '
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,. Blanche V. Goodhart .
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LAST WILL AND TESTAMENT
DF
BLANCHE U . GOCIDHART
I, Blanche U. Gaodhart, of 1000'1 Tower Road, Shippensburg<
Franklin County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make. publish and
declare this as and for my last Wiil and Testament, hereby
revoking ^11 other Wills and Codicils thereto, heretofore made
by me.
FIRST
I direct the payment of my debts ^nd the e~;penses of my
last illness and funeral from my estate as soon ^fter my death
as conveniently may be done. In the event I am not the owner of
a cemetery lot ^t the time of my death, I direct my Executor ^r
Co-Executors to purchase such lot with a contract for perpetual
care and to improve the lot and have erected thereon a suitable
monument and marker, using therefor funds from my estate in such
amounts as he or they in his or their sole discretion shall deem
advisable.
SECOND
I give, devise ^nd bequeath all my property, whether real
or personal, tangible or intangible, together with all insurance
policies thereon, unto my husband, LESTER 5. GOOL3HART, provided
he shall survive me by thirty C30J days. In the event my
husband fails to survive me by thirty C30] days, I then give,
devise and bequeath all my estate whether real or personal
property, tangible or intangible, together with all insurance
PAGE C]NE
v
aolicies thereon in the fallowing manner: CaJ ^ne-third of my
estate to of my son, EDWARD S. GDDDHART, CbJ Dne-third of my
estate to my son, R. MICHAEL GDDDHART, per stirpes, ^nd CcJ
Dne-third of my estate to be distributed equally between my
grandchildren, namely, ERIK M. GDDDHART and TRACZ A. LILLE`r'. in
the event my son; EDWARD S. GDDDHART, shall predecease me, his
one-third share shall be divided equally bet~w~een ERIK P'i.
GDDDHART and TRACI A. LILLEY.
THIRD
i give, devise and bequeath all the rest, residue and
remainder of my estate unto my husband, LESTER S. GODII-{ART,
provided he shall survive me by thirty C30J days. Zn the event
mu husband fails to survive me by thirty C30J days, I then give,
devise and bequeath all the rest, residue and remainder of my
estate, in the following manner: CaJ Dne-third ^f my estate to
my son, EDWARD 5. GDDDHARI; CbJ Dne-third of my estate to my
son, R. MICHAEL GDDDHART, per stirpes, and CcJ Dne--third of mu
estate to be distributed equally between my grandchildren,
namely, ERIK M. GDDDHART and TF.ACI A. LILLEY. In the event my
son; EDWARD S. GDDDHART, shall predecease me, his one--third
share shall be divided equally between ERIK f'?. GODDi-{ART and
TRACI A. LILLEY.
FOURTH
I give, devise and bequenth any share ar shares of my
estate which passes to a minor to be held, I~•~~ TRUST, by said
minors parent or guardian until they reach they age of twenty-
one C21J years ^f age.
PAGE TWO ~ V , i~~~~,cp~-~'~
FIFTH
I hereby direct that ^11 inheritance, estate or transfer
ta;~es imposed upon my estate, whether passing under this, my
Last will ^nd Testament or otherwise, be paid out of my estate.
SIXTH
Any and all sum or sums, whether in cash or in kind and
whether from principal or income, payable to the benefic:~aries,
or any of them, shall be made upon the sole receipt of the
respective individual to whom the payment is made and free from
anticipation, alienation, assignment, attachment or pledge and
free from control by the creditors of such beneficiary. All
shares of principal and income herein given shall be free from
anticipation, assignment, pledge or obligation of any
beneficiary and shall not be subject to any execution or
attachment.
5EUENTH
GODDHART; Executor of this, my Last bill and Testament. In the
event of the death, resignation, renunciation or inability to
act for any reason whatsoever ^f my said husband. I nominate,
constitute and appoint my sons, EDWARD 5. GOQD}{ART and R.
Pi1CHAEL GDDDHAP.T, or the survivor, Co-Executors of this, my Last
Will and Testament. I hereby relieve my Executor or Co-Executors
from the necessity of posting security in connectiori~.uith his or
their duties as such in any .jurisdiction in which he or they may
be called upon to act, insofar as I am able by law to do so.
PAGE THREE
IN WITNESS WHEREOF, I have hereunto set mu ha?~d and secl
to this my Last Will and Testament, consisting of Four ~`I]
typewritten pages, the First three C3] of which bear m~}
signature in the margin Far the purpose of identification this
_ _~~b~-_._ day of November , 1988 .
Blanche U. Goadhart, Testatrix
5IGNED, SEALED, PUBLISHED AND DECLARED by the above named
Testatrix, BLANCHE U. GOODHART, as and For her Last Will and
Testament, in the presence of us; wh^ at her request and in her
sight and presence and in the sight and presence of each other
have hereunto subscribed our names as witnesses.
__
PAGE FOUR
CDf1MDNWEALTH OF PENNSYLVANIA -
- SS
COUNTY DF FRANKLIN -
I, BLANCHE U. GDDDHART, the Testatrix, whose name is signed
to the foregoing instrument, having been duly qualified
according to law, do hereby ac~;nowledge that I signed and
e;<ecuted the instrument as my Last Will and Testament; that i
signed it willingly; and that I signed it ^s my free and
voluntary act for the purposes therein expressed.
Blanche U. Goodhart, Testatrix
Sworn or affirmed to ^nd
acknowledged before me by
Blnnche U. Goodhart, Testatrix,
the ~~'~ _ day of November ,
iS88.
Notary Public
NOTARIAL SEAL
CAROL G. REBUCK. NOT;RY PUCiUC
SHlPPENS6l,iRG. "?'„''<'.!'d .. ;'.~~!T'~
MY COMMlSS!ON EXPIRES tv1AY 15, 1969
PAGE FIVE
COMMONWEALTH OF PENNSYLVANIA
• 5S
COUNTY OF FRANKLIN
We , ---~~_F.''~ ~;_,~.-~-e-~,`?-------- and --~c~~ ,_~-s~..._ t-~-`= i~~cssd ti ~ _
ulitnesses, whose names are signed to the foregoing instrument,
being duly qualified according to law, do depose and say that we
were present and saw BLAPICHE U. GOODHART, Testatrix, execute the
instrument as her Last Will and Testament., that she signed it
willinglL~ and that she executed it as her Free ^nd voluntary act
for the purposes therein expressed; that each of us in the
nearing and sight of the Testatrix signed the Will as witnesses;
and that to the best of our knowledge, the Testatrix was at the
time eighteen or mare years of age and under no constraint or
undue influence.
-~ --
Sworn to and subscribed before
and __~~i~S.t~~=S~'~~'=~____s__,
I.uitnesses, this :~\°L~_ day of
November, 1988.
Pdatary Public
NOTARIAL SEAL
CAf?OL G. REBUCK, NOTARY PUBLIC
SHIFF~NSBUR ;. FRANKLIN COUNTY
MY COMPAISSION EXPIRES MAY F~, 1989
PAGE SIX.
6
CERTIFICATION OF NOTICE UNDER RULE 5 6(a)
Name of Decedent: Blanche V Goodhart
Date of Death: November 2, 2002
Estate No.: 21-02-1093
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
December 09, 2002.
Name Address
Edward S Goodhart 1 10 E King Street Shippensburg PA 17257
R Michael Goodhart 301 Hillcrest Drive New Cumberland PA 17070
Erik M Goodhart 42971 Golf View Drive South Riding VA 21052
Traci A Lilly 25 Cedar Drive York Haven PA 17370
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None.
Date: ~. ~Z oZ.
Forest N Myers, Esquire
Attorney I.D. #18064
137 Park Place West
Shippensburg PA 17257
Phone 717..532.9046
Fax 717.532.8879
e-mail fnmyers~earthlink.net
Capacity: _X Counsel for Personal Representative
LAw OFFICE ~ O R E S T N e Y E R S
137 Park Place West, Shippensburg, Pennsylvania 17257
717/5 32-9046
Fax 717/532-8879
July 30, 2003 fnmyers@earthlink.net
Register of Wills
One Court House Square
Carlisle PA 17013
Re: Blanche V Goodhart, Deceased
Inheritance Tax Return
No: 21-02-01093
Dear Sir or Madam:
Enclosed for filing is the original Pennsylvania Inheritance Tax Return
(REV - 1500) in the above estate, with attachments. Our check for the filing
fee is enclosed as well as the calculated tax.
Please return the copy and file copy, time stamped, in the enclosed
envelope.
Sincerely,
Forest N Myers
t~
Gook for us on t(c we6 at forestmvers.lawoffice.com
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RrCEIVEV FROM:
MYERS FOREST N ESQ
137 PARK PLACE WEST
SHIPPENSBURG, PA 17257
fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: ssN: 204-0~-2998
FILE NUMBER: 2102-1093
DECEDENT NAME: GOODHART BLANCHE V
DATE OF PAYMENT: 07/31 /2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1 /03/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~ $2,892.56
TOTAL AMOUNT PAID:
REMARKS: JANET L GARRETT-C/O FOREST N
MYERS -CAN NOT READ POSTMARK
CHECK#140
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
$2,892.56
DEPUTY REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 002857
i/oio
~ ~a~~~
Received of Janet L. Garrett
C/O Forest N. M ers Es uire
Address 137 Park Place West Shippensbur¢ PA 17257
Page No.
No. Estate 21-2002-1093
Estate of Blanche V. Goodhart
Social Security No 204-01-2998
Died 11-03-2002
Paid 07-31-2003
Postmark Date Can not read Postmark
ACN 101
_~
~~
;--
,
Tax 2 892.56
Check # 140
Int. SK
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~~-~ C L' ~~~~ ~~~
tit-= L ~ ,~ ~ ~ ~( Wit.-~~--~~ ~,~i~Y-c_z~-~ ~`i
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
MYERS FOREST N ESQ
137 PARK PLACE WEST
SHIPPENSBURG, PA 17257
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ACN
ASSESSMENT
CONTROL
NUMBER
fold
ESTATE INFORMATION: SSty: 204-01-299s
FILE NUMBER: 2102-1093
DECEDENT NAME: GOODHART BLANCHE V
DATE OF PAYMENT: 07/31 /2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1 /03/2002
AMOUNT
101 ~ 512,892.56
TOTAL AMOUNT PAID:
REMARKS: THIS RECEIPT SHOWS CORRECTED
INH TAX PAYMENT PD ON 07-31-03
SEAL
CHECK# 140
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
512,892.56
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 003026
lv~l~ IQ~GP-[ A ~
REV_1!<l<lE~+(I.oII1
'. .
*'
/7-/05- It.!
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
C;~
,',; " i\L ',jS\,:, CN~S
COMMONWEALTH OF ?ENNSY\...VANIA
DEPARTMENT OF REVENUE
DEPT.2B0601
HARf3.!.SBURG,PA 17128-0601
NUMBER
21 02 01093
_--.L COIJNTY COD~ YEAR NUMI3~
-I ----SOCIAL SECURITY NUMBER '--- ---
, 204-01-2998
t-- THIS RETU'RN MUST BE FILED iNO'UPLICATE WITH THE
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! DEcEDE~n~'S NAM'E (LAs:r:-RRST,'AND NIIDDlE INIT~
'I Goodhart, Blanche V
, ~;;O:~:T; (MM.6oYEAR} -' I ~A;;2:/;:;~ (MM.oDYEAR}
lilF)i..PPLICABLE) SUR\/I\/lNG' SPOUSE'-S NAME (LAST, FIRST AND MIDDLE INITIAL)
ISOCIALSEC~;~I;u:;:' OF WILLS _
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U 2. Supplemental Return - 0-3 RemalnderReturn(dateofdealhpriorto12-13-si)
0 4a. Future Interest Compromise (date of death after 0 5 Federal Estate Tax Return Required
12-12-B2)
I ~ 6. Decedent Died Testate {Attach copy 0 7. Decedent Maintained a Living Trust (Attach 0 8. Total Number of Safe Deposit Boxes
of Will) copy of Trust)
o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 0 11.Election to tax under Sec. 9113(A) (Attach Sch O)
~!ns$~QTiOii "IUSm coMPiiteo:-m eo~~~':O eoNiiiiiEl'lTIAii'l'I\lIifiii!o~IONiHcfuLti e~l!eme-Q Te;-
AME !COMPlETE MAILING ADDRESS
Forest N Myers
~IRM NAME(if;PPllcabj;)- - - -
I Law()f~ces afForest N Myers -- -- _I
"I ELEPHONE NUMBER
717/532-9046
_.___ ___. ,..,..__.nn ..,.,___m .___.' ,_' ._
. ...---,' ....--.-. .--.---- ,-_. .,-'.. .-'. .-
1. Real Estate (Schedule A)
~
~
::.::::!(I)
u<<~
l!,~g
%<<~
u.m
~
r~
D
4. Limited Estate
1, Original Return
.~
~~
02
u:l'
137 Park Place West
Shippensburg, P A 17257
(1)
118,972.35
2. Stocks and Bonds (Schedule B)
(2)
(3)
(4)
(5)
(6)
(7)
None
None
r
.,.>'
3. Closely Held Corporation, Partnership or Sole-Proprietorship
None . ..\
None
o
'^'
z
o
~
S
~
~
"
;j
"'
<<
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G Dr L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
16,820.03
184,349.08
i=
w
None
(8) Cj
C'
303,321.43
(9)
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
(11)
16,820.03
286,501.40
12. Net Value of Estate (Line 8 minus Line 11)
(12)
13, Charitable and Governmental 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)
(13)
I
\-
(14)
286,501.40
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
2 286,501.40 .045 (16)
0 16.Amount of Line 14 taxable at lineal rate x
~
~
~
~
. 17.Amount of Line 14 taxable at sibling rate x .12 (17)
~
0
u
E 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
12,892.56
12,892.56
20, D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
>>IlE$URETO ANSWERAtLQ~ES1101l$'OW'REVeR$ESlliE"NO:R!(QIlE~MATH<<~- ~~--~
Form REV-1500 EX (Rev. 6-00)
Copyright 2000 form software only The Lackner Group. Inc.
Decedent's Complete Address:
STREET ADDRESS
Shippensburg Health Care Center
Walnut Bottom Road
CITY
Shippensburg
--lSTATE-PA- - -[ZIP 1;-25~-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
12,892.56
Total Credits (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
(3) 0.00
(4) -.-...--
(5) 12,892.56
(5A) -- -
(5B) 12,892.56
- - -
TotallnterestlPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPA YMENT
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
1. Did decedent make a transfer and:
a. retain the use Dr 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.. ...........n...
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 security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes No
~ i
o
.......0
o
~
~
~
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. I declare that I have examined this return. inciuding accompanying schedules and statements, and to the best of my knowledge and beiief, it is true, correct
and complete. Declaration
preparer other than the personal represe_ntativ:e IS based~11 information of which p!eparerhas any know.ledge_ ____ ___ __ _ _ _
SIGNATURE OF PERSON RESPONSIB FOR FILING RETURN ADDRESS - - -- -- -- --- - DATE ----
Edward S Goodhart
-~..
SIGNATURE OF PERSON R PONSIBLE FOR ILlNG R
~Cha<lGOO art ~/",
SIG~E F PREPARER O~HAN-REPRESENTAiWE-
F~
ADDRESS -
110 East King Street
S_hippensburg,PAl!7257
'7 - t<'b -03
--O;..TE - - --
301 Hillcrest Drive
Ne",-CumberlandJ'.A 17070
~DRESS
r-t'PrL);J
-- DATE - --
137 Park Place West
Shippensburg, PA 17257
., '18-0'
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. !i9116 (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) (iiH. The statutedoes not exemota 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 .5. ~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. 59116
1.2) [72 P.S. !i9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 120!o {72 P .S. 59116 (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.
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
---" ~
L__ __ ___ ..___ __ _
-, FILE NUMBER --
I 21-02-01093
ESTATE OF
Goodhart, Blanche V
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelied to buy or seli, both having
reasonable knowledge of the reievant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
I
DESCRIPTiON
VALUE AT DATE OF
DEATH
--.. -- -- ..--- -
118,972.35
Residence located at 10004 Tower Road, Southampton Township, Franklin County, net of sale per
attached settlement statement
TOTAL (Also enter on Line 1, Recapitulation)
II 8,972.35
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-..-- --
--- -----
IFILENUMBER - -
I 21-02-01093
---- - ..- ---- -- ..--
ESTATE OF
Goodhart, Blanche V
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorshIp must be disclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
-----...----
17,388.18
Orrstown Bank, checking account #531561
2
Orrstown Bank, investment account # 0259
166,476.09
3
Blue Cross/Blue Shield, refund
484.81
4
TOTAL (Also enter on Line 5, Recapitulation)
184,349.08
*'
I
L
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
I
I
~-----~~
FILE NUMBER
I 21-02-01093
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Goodhart, Blanche V
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A-I FUNERAL EXPENSES:--- -
1 ! Fogelsanger-Bricker Funeral Home
DESCRIPTION
AMOUNT
B.
1 ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
-I
I
I
I
I
I
\
I
7,000.00
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State
Year(s) Commission paid
Attorney's Fees Law Office Forest Myers
Zip
2.
1,500.00
3. Family ExemptJon: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees Register ofWi11s, Cumberland County
State
Zip
4.
319.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
\ Carlos Leffler, fuel oil 675.55
2 CFJMA. sewer service 212.48
_.1
Total of Continuation Schedulels)
7, 113.00
TOTAL (Also enter on line 9, Recapitulation)
16,820.03
*'
Schedule H
Funeral Expenses &
Administrative Costs continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Goodhart, Blanche V
3 ! - Sprint Telephone, telephone
4 Penelec, electric service
5 C.V. Wenger, repairs to water line at home
6 Borough of Shippensburg, water
7 Debbie Heckman, tax collector, 2003 County & Township taxes
8 Chambersburg Advanced Life Support, ambulance
9 Chambersburg Hospital, medical services
10 Phannacare, medicine
11 Shippensburg Health Care Center, final bill
I FiLE NUMBER- -
I 21-02-01093
1- - -
I
I
I
I
I
I
I
\
\
I
Page 2 of Schedule H
162.50
129.35
1,117.00
115.95
223.13
203.00
11.00
41.97
5,049.10
REV-151J EX+ (9-00)
.
*'
SCHEDULE J
BENEFICIARIES
. .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-- --- -- ---- --
ESTATE OF
Goodhart, Blanche V
- -- - -- -- ----
----- -----
I FILE NUMBER
21 - 02 - 01093
-- --- -- --,
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
JlQ..No_lUst Inm-te$)
AMOUNT OR SHARE
OF ESTATE
I. 'I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Edward S Goodhart
1110 East King Street
Shippensburg PA 17257
I
I son
lone third of estate
I
I R Michael Goodhart
301 Hillcrest Drive
I New Cum berland P A
3 I Erik M Goodhart
42971 Golf View Drive
I South Riding VA 20152
I son
lone third of estate
2
17070
I grandson
lone sixth of estate
4 'I Traci Lilley
25 Cedar Drive
I York Haven PA 17370
1 granddaughter
lone sixth of estate
I
I Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover She~t
II. I NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
I BEING MADE
\ B. CHARITABLE AND GOVERNMENTAL DISTRiBUTIONS
i ~
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTiONS ON LINE 13 OF REV-1500 COVER SHEE
i.
LAST WILL AND TESTAMENT
OF
BLANCHE U. GOODHART
I ,
Blanche U. Goodhart, of 1000~ Tower Rood,
Shippensburg,
franklin Count~,
Penns~lvania,
being of sound and disposing
mind,
memor~ and understanding,
do hereb~ make, publish and
declare this as and FDr m~ last Will and Testament, hereb~
revDking all Dther Wills and CDdicils theretD, heretDFore mode
b~ me.
FIRST
I direct the pa~ment DF m~ debts Dnd the expenses DF my
lost illness and Funeral FrDm m~ estate os SDDn DFter my death
os cDnveniently may be dDne.
In the event I am nDt the DWner of
o cemeter~ IDt at the time of m~ death, I direct my ExecutDr Dr
Co-Executors to purchase such lot with 0 contract For perpetual
care Dnd to improve the lot Dnd hove erected thereon 0 suitable
mDnument and marker, using thereFDr Funds FrDm m~ estate in such
amDunts os he Dr they in his Dr their sDle discretiDn sholl deem
advisDble.
SECOND
I give,
devise and bequeDth 011 m~ property, whether reDl
Dr personal, tangible Dr intangible, together with 011 insurance
policies thereon,
untD m~ husband, LESTER S. GOODHART, provided
he shDll survive me by thirty
[30) days.
In the event m~
husband fDils to survive me b~ thirt~ [30) days, I then give,
devise and bequeath 011 m~ estate whether rsal Dr persDnal
prDpert~, tangible or intangible,
together with 011 insurance
PAGE ONE
~tJ~
policies thereon in the Following monner: [oj One-third of my
estate to of my son, EDWARD S. GOODHART; [bJ One-third of my
estate to my son, R. MICHAEL GOODHART, per stirpes, and [cJ
One-third of my estate to be distributed equally between my
grandchildren, namely, ERIK M. GOODHART and TRACI A. LILLEY. In
the event my son, EDWARD S. GOODHART, shall predecease me, his
one-third shore shall be divided equally between ERIK M.
GOODHART and TRACI A. LILLEY.
THIRD
I give,
devise and bequeath 011 the rest, residue and
remainder of my estate unto my husband, LESTER S. GOODHART,
provided he shall survive me by thirty (30J days. In the event
my husband fails to survive me by thirty (30) days, I then give,
devise and bequeath all the rest, residue and remainder of my
estote, in the following manner: [a) one-thlrd of my estate to
my son, EDWARD S. GOODHART; [b) One-third of my estate to my
son, R. MICHAEL GOODHART, per stirpes, ond [cJ One-third of my
estote to be distributed equally between my grandchildren,
namelbJ, ER I K M. GOODHART and TRAC I A. LI LLEY . In the event my
son, EDWARD S. GOODHART, shall predecease me, his one-third
share shall be divided equally between ERIK M. GOODHART ond
TRACI A. LILLEY.
FOURTH
I give, devise and bequeath any share Dr shares of my
estate which passes to a mi nor to be held, I N TRUST, by said
minors parent Dr guardian until they reach they age of twenty-
one [21) years of age.
PAGE TWO
~ t/.)kJI~
FIFTH
I hereby direct that all inheritance, estate or transFer
taxes imposed upon my estate, whether passing under this, my
Last Will and Testament or otherwise, be paid out of my estate.
SIXTH
Any and all sum or sums, whether in cash or in kind and
whether From prIncipal or income, payable to the beneFiciaries,
or any aF them, shall be made upon the sole receipt of the
respective individual to whom the payment is made and Free From
anticipation, alienation, assignment, attachment or pledge and
Free From control by the creditors of such beneFiciary. All
shares of principal and income herein given shall be Free From
anticipation, assignment,
beneFiciary and shall not
attachment.
pledge or
be subject
obligation of
any
to any execution
or
SEVENTH
I nominate, constitute and appoint my husband, LESTER S.
GOODHART, Executor of this, my Last Will and Testament. In the
event of the death, resignatIon, renunciation or inability to
act For any
constitute and
reason whatsoever of my said husband, I nominate,
appoint my sons, EDWARD S. GOODHART and R.
MICHAEL GOODHART, or the survivor, Co-Executors of this, my Last
Will and Testament. I hereby relieve my Executor or Co-Executors
from the necessity of posting securIty in connection with his or
their duties as such in any jurisdiction in which he or they may
be called upon to act, insoFar as I am able by law to do so.
PAGE THREE
~ ~..~..
.L_
IN WITNESS WHEREOF,
I hove hereunto set m~ hand and seal
to this m~ Lost Will and Testament, consisting of four [~)
tidpewritten
pages,
the first three (3) of which bear my
signature in
the margin for the purpose of identification this
__~~__ day of November, 1988.
__~_J.L_Ai".>La.d~____
Blanche U. Goodhort, Testatrix
SIGNED, SEALED, PUBLISHED AND DECLARED bid the above named
Testatrix, BLANCHE U. GOODHART, os and for her Lost Will and
Testament,
in the presence of us, who at her request and in her
sight and presence and in the sight and presence of each other
hove hereunto subscribed our names os witnesses.
-~-~-~----------
~tM..-_v LJ ~
-------------------------
PAGE FOUR
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF FRANKLIN
I, BLANCHE V. GOODHART, the Testatrix, whose nome is signed
to
the
foregoing
instrument,
having been duly qualified
according to law,
do hereby acknowledge that
I signed and
executed the instrument as my Last Will and Testament; that I
signed it willingly;
and that
I signed it as my free and
valuntary act far the purposes therein expressed.
-~--~'---'~--- ,~ -----
Blanche V. Gaodhart, Testatrix
Sworn or affirmed to and
acknowledged before me by
Blanche U. Goodhart, Testatrix,
the ~~~_ doy af November,
1988.
_____~~22 . ~"u.k'-~_____
Notary PublIC
NOTARIAL SEAL
CAROl G. REBUCK, NOTARY PUBLIC
SHIPPENS[)l)RG. F:l,qr\~ !'~ ~~j~l"!T'I
MY COMMISS!ON EXPIRES MAY25, 1989
PAGE FlUE
. .'
COMMONWEALTH OF PENNSYLUANIA
SS
COUNTY OF FRANKLIN
We, __fQ:L"'.""L~",:~",\~6________ and __~9,.,~~-t>..-_\",;L..i~q,~'IJ:L,
witnesses,
whase names are signed to the foregoing instrument,
being dul~ qualified according to law, do depose and sa~ that we
were present and saw BLANCHE U. GOODHART, Testatrix, execute the
instrument as her Last Will and Testament, that she signed it
willingl~ and that she executed it as her free and voluntar~ 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 the
time eighteen or more years of age and under no constraint Dr
undue influence.
. \ '" ~~
-------------~-----------------
.e,c:z;~ u "'-----.
____f~~__________________________
Sworn to and subscribed before
me b~ ~Qi~~~.~_~~~_________
and ____~~~~~~~~~~_____,
witnesses, this ~~~~_ da~ of
November, 1988.
____~J~.'_~~_________
f\J()tary Public
NOTARIAL SEAL
CABO~.(;j. REBUCK, NOTARY PUBLIC
SHIPPE~JSEHJRG. FFlANKlIN COUNTY
MY COMMISSION EXPIRES MAY.I5, 1989
PAGE SIX
A. Settlement Statement
U.S. Department of Housing
and Urban Development
*
lr
OMS No. 2;02-0265 (Page t)
B. Type ofLoao
i~0 FHA 2. D FmHA-
4. Q '!.~ 5. LI Conv. Ins.
3. ILl Cony. Vnins.
!6.FileNumber .--
{}3M30-0054
I"Loan.Numbt'f
f" Mortgage Insurance Case Number
- -..--
C. Note:
T~I. form 10 turRi.bed to &I"" you a ,tale""",1 or..lUIl '.ttle"'.nl....l.. Am.uulo paid to ond by Ih. ..ttle..oot agent .re.ho"..II.... ",.rked "(p.o...j" wue paid oulllde the clMing;
thO)' ore.bo... h"",
inrocm.olionol purpNtJund or< notlndud.dinl~."''''''.
IE. Name, Address, and Taxpayer identification # of Seller
Blanche V Goodhart Estate
llO East King Street
, Shppensburg PA 17257
I
D. Name and Address of Borrower
Melvin L Bigler
9822 Molly Pitcher Highway
Shippensburg PA 17257
F. Name and Address of Lender
Orrstown Bank
77 East King Street
Shippensburg P A 17257
G. Property Location
J. Summary ofBorro:'Yer's Transactions
100. Gross Amount Due From Borrower
IH. Settlement Agent Name, Address and Taxpayer Identification Number
Forest N Myers
137 Park Place West
; Shippensburg P A 17257
Place of Settlement
77 East King Street, Shippensburg PA
K. Summary of Seller's Transaction
400. Gross Amount Due-To Seller
-jI.settlernentDate
5.27.2003
10004 Tower Road
Shippensburg, Southampton Township, Frank]in County
10]. Contract safes price
102. Personal Property
I~ Settlement ch~esto borrower (line 140?l___
104.
105.
Adjustments for items paid by seller in advance
106. City/town taxes - OS/27/03 to 12l311()3
107.----COunty~.~='__ .__.~ __
108. Assessments to
109. Sch~o] T~-- OS/27/03 to 06/30/03
110. Garbage Fe~__ - --- _.~
111.
112.
Contract sales price
~~rsonal Property
---
120,000.00
-
r-
-'135.98
85.36
-
--
120. Gross Amount Due From Borrower
123,280.84 420. Gross Amount Due To Seller
120,221.34
200. Amounts P81d By Or ID Behalf Of Borrower
500. Reductions m Amount Due To Seller
- [ 1,000.00 E~cess deposit (see instructions) - I
201. Deposits or earnest money 501. ],000.00
Principal am-ount of n~w loan(s~ -- 115,000.00 502. Settlement charges to seller (line 1400) 1,249.99
202.
203: Existing ioan(s) taken subject to 503. Existing loan(s) taken subject to -
204. 2nd Mortgage t~ Edward S & R Michael Goodhart 30,000.00 504. Payoff of first mortgage loan -
20s.-- - 505. Payoff of ~ec~nd mortgage 10fl!! -
206:--- - -- -
--- - 506.
iOi.--- -- 5o.? 2nd Mortgage to Edward S -& R Michael Goodhart
- -- -- 30,OO~:OO
208. --~-~- 508.
209.------- ---- ._1- 509. I _n._
Adjustments for items unpaid by seller Adjustments for_items unpaid by seller ---"
210. Cityftown ~es \0 ~- 510. City/town ~es to
- -
211. County taxes to 511. County taxes to
212. Assessments -- 5l2. Assessments
to to
213. School-Tax 513. School Tax --...
to to
.-- ------- --
2]4. +- 514.
215. ---- 515. -- -
~- - -_..,--- ---- 516.
2~ - - ~~? - -
~- --- -- - - --
518.
219. - - 519. - .---
--~- -- -- --- -
220. Total Paid By/For Borrower 146,000.00 520. Total Reduction Amount Due Seller 32,249.99
,
300. Cash At Settlement FromfTo Borrower 600. Cash At Settlement ToIFrom Seller
3~Gross Amount due from borrow~; (line 120) I 123,280.84 601. Gross Amount due to seller (line 420) - I 120,221.34
302. Less _amo~~ paid by/for borrower Qine 22~) ( 146,000.00 602. Less redu~tions in ~mt. ~~e seller (line 520) ( 32,249.99)
30.3. Cash [J From [K] To Borrower I $ 22,719.16 603. Cash lliJ T. o From Seller $87,971.35
I have carefully rllvrewed the HUD-l Settlement Statement and to the best of my krtowledge and belief,]t is a true and accurate statement of all receipt. and disbursements made on my
aC""Dnt or by rne in this IransactiOll. I further certify thm I have received]l""mpleted ""pyofpagesland2oflhisHUD-ISettlementStaternent.
Borrower Melvin L Bigler
Seller R Michae] Goodhart
SETTLEMENT AGENT CERTIFlCATlQN
TheHlJO--I SetllemOOIStlll,,",0lI_1whicll [havepre;l"!od i.at"",,,,,da,,,,,,ratc.ooountoflhiilfl/l"":lion_lhave
""u..dth.fuad'lObed;.b"~lo""cordancoWlthlh"'''I.,,,."1
Seller Edward S Goodhart
Seller's Taxpayer Identification Number Solicitation and Certification
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Borrower
Settlement Agent Date
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HUD-13191
Seller's Signature
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RESPA, He 4305,2
L. Settlement Charges
700. Tob;i"s~leslB~Oker's CommisSiO;J;;sed ~-. -~,----- @__",;,;-;.;__n_
- Di\'ision ofCommiss.ion (line 700) as follows:' _.--
701. $----.- to
702$-- ~---- -.-to
70~ Commissi~~paid at Settlement
7~-'.-'--'-' -~
800. Items Payable in Connedion With Loan
801. Loan Origination Fee %
Soz.-LoanDlscount ---- --- %
8~. ~ppraiSalFee--- to OrrstownBank
804. ~ort ---to
80s:- Lend~r's In~pection Fee ~-
806.-Mortgage I~;u~plication Fee to
~-ApplicrrtiOn Fee to: Orrstown Bank
808. Flood CertffiCat~e to:Orrstown Bank
809. UNdrewriting Fee to: Orrstown B~--
810-.-~'-- --. -
8~----
900. Items Required By Lender To Be Paid In Advance
90-j-:-Interest from .. to @$
~2. -Mortgage Ij;surancePremium for
903, Hazard Insurance Premium for
904.-
~._-- ---..-..-.--
1000. Reserves Deposited With Lender
iOOI, Hazard Insurance --
-I 002. Mortg~geI;surance
1003. Citypropertytaxes--
1004.- County property taxes
j 60s:- Annual asse;-ments-----
-\006. scho~fTaxes
1007. ~_.
1008. Ag regate Reserve Ad'ustment
1100. Title Charges
1W~~r-;;~-
1102. Abstract or title search
1103. Title ex~ination
l104:-Title-insurance binder
fl0S. Document preparation .
1106. Notary'Sf~--"-
1107. Atlomey'sfees-
-~des above items numbers:
Dos.-Title illsurana- --.-
-------vnclud~ite~ers:
1I09. Lender'~ coverage
!]}O. o~~rage
111l.
1112.--~ .---- .-- --
1i1I..-~- -_.~
1200. Government Recording and T}'ansfer Charges
1201. Recording fees: De~~ 41.50; MortgageS 53.50; Releases $
~- Cjty/CDuntY~s:-oee~ 1,200.00 ; Mortgage $
1203. Statetax/stamps:Deed$ l,200.00---------;MO~
1204. Recorder-of Deeds, record 2nd Mortgage -
120-S~.'-_.'-'---~
1300. Additional Settlement Charges-----
~~~~: -n~~:;~~s~~ction to:--==-~ ---=----==----===:=:------=-- --r=-_ - I - ---==
~-- ---~- - -
1304. Borough of Shipp ens burg, final water bill -------- -- 43.99
1305,
1400.
--Paid From----r.~P-aid From -
Borrowers SeUers
Funds at Funds at
Settlement Settlement
I
I
i ----- ---r- ----
--l-=- -- -=r:: -
=:b0- fso:QOt-= _ _ ~ - - -==
=l---=--==t=-~
. u .u - t .~~H~__=
-----1 -- -T-
Id,y _ -=_~~ ---=+---=-_--=--=
months to ~=+___--
.. -==------~~-- -
_~. -=r~ -. ~_
months@$
months @ S
months-@$
months @ $ -
months@$
months @ $
months @ .$
per month
per month
per month
-per!llonth
per month
per month
permollth
~ LaWOffi~Fo,,,tN~ --=~~- 85~1~~
: "'::_-c -= -, . - 1))- 270,-~0~0_~0_ .. 6.00
to PennAttomeys- --=-=----=
----- -- -- ---1---- .. -- --.
i____l15~ _=_==____________=_ - :r-=-----=~ ___-
-==-----=--:.-==~-T- .1=-==
~_.._-_.-
_. ____ .....~i,.2.~~~~~=---
.. ... J,200.oo
- ----- - 43.50. ---
_--==-=_ ~_-- =:t::_=
Total Settlement Char es (enter on lines 103, Section J and 502, Section K) 3,059,50
Initial Escrow Account Statement Required by Section 10 (c) (1) of the Real Estate Settlement Procedures Act (RESPA)
If checked Othe terms of your loan require you to have all escrow account to assure that lile certain obligations relating lD the mortgaged property, such as taxes. insurance
premiums and other charges are paid, The amount specified below will be collected, a.long with your mortgage principal and interest payments, during the first 12 months after
your account is opened to pay these anticipated expenses; EscJ'ow Account
1,249.99
Payee
Your escrow account payment will be $
Purpose
p"
Beginning Date:
Anticipated Due Date
Estimated Amount
--~_..- ~---
HUD-13/91
RESPA, HB 4305.2
~
ORRSTOWN BANK
TO: Law Office
Forest N Myers
137 Park Place West
Shippensburg, PA 17257
FROM: ORRSTOWN BANK
P.O. BOX 250
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF Blanche V Goodhart
DECEASED
DATE OF DEATH: November 2,2002
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
(1) CHECKING ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED
531561 Lester S Goodhart 4/3/86
Blanche V Goodhart
DATE OF DEATH
PRINCIPLE & ACCRUED INTEREST
17,381.52 6.66
(2) SAVINGS ACCOUNT
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
(3) CERTIFICATES OF DEPOSIT
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
Date: 12/13/02 By: Timothea Customer Service Operator
D n onv ,)i:;()
C'LJIDDI::l\ICOIIOr-. 0/1. "'I'"7'"lt::-r
Tel 1"7-i"7\ 1:'0:>1"\ co......"
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.. .... RRSTOWN
, ','. . '
BANK
December 12, 2002
Forest N. Myers, Esquire
137 Park Place West
Shippensburg, P A.172S7
RE: BLANCHE V. GOODHART
Dear Mr. Myers:
According to our records, the above referenced decedent has the following account
within the trust department:
BLANCHE V. GOODHART INVESTMENTACCT # 0259
OPENED 6/3/94
BALANCE AS OF DOD 11/2102: $ 166,214.06
ACCRUED INCOME TO DOD $262.Q3 (Includes October interest not
posted unti111/4102)
Should you have any further questions, please contact us.
PO Box 250. Shippensburg, PA 17257 . (717) 532-6114. (717) 532-4143 Fax. www.orrstown.com
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
FOREST N MYERS
F N MYERS LAW OFFICES
137 PARK PL WEST
SHIPPENSBURG PA 17257`•
REY-1547 EX ~FV (01-037
DATE 09-09-2003
ESTATE OF GOODHART BLANCHE V
DATE OF DEATH 11-03-2002
FILE NUMBER 21 02-1093
' '`CF~UNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GOODHART BLANCHE V FILE N0. 21 02-1093 ACN 101 DATE 09-09-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 118,972.35 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 184,349.08 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule Gl (7) .00
321
43
303
8. Total Assets (g) .
,
APPROVED DEDUCTIONS AND EXEMPTIONS: 16,820.03
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 16.820.03
286,501.40
12. Net Value of Tax Return (12) 00
13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
.
14. Net Value of Estate Subject to Tax (14) 286,501.40
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: 00 00 .00
15 (15)
Amount of Line 14 at Spousal rate . X
=
.
16 Amount of Line 14 taxable at Lineal/Class A rate (16) 286,501.40 X 045. 12,892.56
.
17 Amount of Line 14 at Sibling rate (17) .00 X 12 .00
.
18 Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 1 5 .00
. (19)= 12,892.56
19. Principal Tax Due
IAA GKCL11~- +
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-31-2003 CD002857 .00 2,892.56
INTEREST IS CHARGED THRUUGM UY-L4-ZUU3
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 2,892.56
BALANCE OF TAX DUE 10,000.00
INTEREST AND PEN. 71.24
TOTAL DUE 10,071.24
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/24/2004
MYERS FOREST N ESQ
137 PARK PLACE WEST
SHIPPENSBURG, PA 17257
RE: Estate of GOODF~ART BLANCHE V
File Number: 2002-01093
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6 12) in the above captioned
estate. '
As per the AMENDMENTS TO SUPREME COURT ORPHAi~S, COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent,s death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 11/03/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~TATUS REPORT UNDER RULE 6.17
Name of Decedent:
Date ofDeath: _
Will 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:
2. If the answer is No, state when the personal representative reasonably believes
that the adrninistrafion 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 r?presentative state
in interest? Yes )~ No /~] an account informally to the parties
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Cleric of tli~lrohana* Court.
and may be attached to this report. .~2.~ ,~ .?~:
Date: ~
Signature ~ r------
Address C~C~ D ~)~,,.~ ~',~ Ct/~]~
2X'vlephone No. '
C~vacity: ~ Personal Representative
Counsel for personal representative