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HomeMy WebLinkAbout08-28-15 � b50561D14� REV-1500 �" `°Z�"'`�'' OFFtCiAi.USE ONIY PA Qepartment of Revenue County Code Year File Nember euceau of Individuai Taxes INHERtTANCE TAX RETURN PO BOX 280601 2 1 � �i Z 1 ? 5 Harrisbu PA 17128-0601 RESIDEIVT DECEOENT ENTER DECEOENT INFORAAATION BELOW Socia{Security Number Oate ot Death MMDDm�Y Date of Birth MMDDYvw 1 1 2 � 3 2 0 1 4 Decedent's last Name Suffix Decedent's First Narne MI G 0 0 D H A R T G E R T R U D E E {if Applicabie�Entsr Survfving Spouse's Informatlan 8elow Spouse's Last Name SuKx Spouse's First Name ti1� Spouse's Soaai Security Number THIS RETURN MUST BE FILED 1N�UPLICATE WITH THE REGISTER OF WILLS FILt!N APPROPRIATE OYALS BELOW Q 1.Original Retum � 2.Supplemental Retum � 3.Remainder Retum(Oate of Death � Prior ta 12-13-82) � 4.Limited EState � 4a.Future inte�est Compromise(date af � 5.Federa!Estate Tax Retum Required death aRer t2-12-82) � 6.Oecedent Died Testate ❑ 7.Decedent Maintained a Living Trust _ 8.Total Number of Safe Deposit Boxes (Attach Copy ot Will) {Attach Copy of Trust.) � 9.L+tigation Proceeds Received � la.Spousa!Pove�ty Credit(Date of Death � 11.Election to Tax under Sec.9113(A) 8etween 12-31-91 and 1-1•95) (Attach Schedule O} CORRESPOPtDENT•THIS SECTIOH MUST BE CQ61PlETED.ALL CORRESPONBENCE AND CQNFIDENTIAL TAX IHFORNIATION SHQULD 8E DIRECTED T0: Name �aytime Telephone Number S U S A N J • H A R T M A N 7 1 7 2 4 9 7 7 8 0 REGIS7ER OF WILIS USE ONLY First Line of Address 1 I R V I N E R 0 W � � Second Line of Address � C cl-� �-j . � � '�7 � C� i7 �= _._ CJ City or POst O�cB State ZIP Code � �'E� � '7 '`� , __ . , N t r�a C A R L I S L E PA ti � � 13 - - . � ' j:� : ._� ,� Correspondant�s e-maii address: susan(c�duncanhartmaniaw.com "'3 :' Under penaities a�pe�jury,I dedare that I have examiroed this reSum.Indudirig accomparrying schedules and statements,ar�d to the best of my kn nd btllpel,�7� it is wa,oortett artd complete.Declaration of preparer ather than the perso�al representative is based an all information of whith W'ep2rer has any knawleCge. �' O SIG 7URE OF P SO;�S IBtE� ILING RETURN DATE S� ^� F- Z� - �5 ti , p RESS 3 4 GJHI BY DRIVE WILMINGTON DE 19803 NAT OF PREPARER O N REPRESENTATNE DAT � .�' � DORESS PLFJISE USE ORIGINAL FORM ONLY Side 1 � b505610140 1505610Z4� J � J 1505610240 REV-1500 EX(FI) DecedenYs Social Security Number �ecede�t'sName: GERTRUDE E • GOODHART RECAPITULATION 1. Reai Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 1 6 8 o 0 0 , � 0 2. Stocks and Bonds(Schedule B) 2, 2 2 2 3 9 4 . � � . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. • 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. • 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 4 4 2 3 4 � , 6 1 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. • 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested . . . . . . . 7. . 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 8 3 2 7 3 4 , 6 1 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9� 2 9 1 1 7 . 9 8 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. 4 1 7 4 . 7 � 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 3 3 2 9 2 . 6 8 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . �2. � 9 9 4 4 1 . 9 3 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . �3• • 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 7 9 9 4 4 1 . 9 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 _ 0 . � O 15. � . � � 16. Amount of Line 14 taxable at�ineal rate X.045 7 9 9 4 4 1 . 9 3 �6. 3 5 9 7 4 . 8 9 17. Amount of Line 14 taxabie at sibling rate X.12 � � . � � 17. � . � � 18. Amount of Line 14 taxable O . a O 18. 0 . O � at collateral rate X.15 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 3 5 9 7 4 . 8 9 � 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Q / Side 2 � 1505610240 1505610240 � REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 2� 14 1175 DECEDENT'S NAME GERTRUDE E. GOODHART STREET ADDRESS 218 WEST MAIN STREET CITY STATE ZIP WALNUT BOTTOM PA 17266 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 35,974.89 2. Credits/Payments A.Prior Payments 35,000.00 B.Discount 1,798.74 Total Credits(A+B) �2� 36,798.74 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line;3,enter the difference,This is the OVERPAYMENT. Fiil in oval on Page 2,Line 20 to request a refund. (4) 823.85 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use oc income of the property transferred ...................................................................... ❑ 0 b. retain the right to designate who shall use the property transferred or its income ............................... ❑ ❑ X c. retain a reversionary interest ..................................................................................................... ❑ X❑ d, receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0 2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ X❑ 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?.................................................................................................. 0 ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,antl before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 spouse is 0 percent [72 P.S. §9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 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 percent[72 P.S.§9116(a)(1.2)). • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as notetl in p2 P.s.§s��s(a)(t)�. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibiing is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1502 EX+(12-12) pennsylvania� SCHEDULE A DEPARTMENT OF REVENUE � REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: GERTRUDE E. GOODHART 21 14 1175 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 compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedenPs interest if owned as tenant in common. VALUE AT DATE NUMBER OFDEATH DESCRIPTION 1. 218 WEST MAIN STREET 168,000.00 WALNUT BOTTOM, PA 17266 [HUD SHEET ATTACHED] � TOTAL(Also enter on Line 1,Recapitulation.) $ 168,000.00 REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENTOFREVENUE STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GERTRUDE E. GOODHART � 21 14 1175 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PPL STOCK 35.87 MEAN X 6200 SHARES 222,394.00 [SEE ATTACHED] TOT4L(Aiso enter on Line 2,Recapitulation) $ 222,3ga,�Q REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENTDECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: GERTRUDE E. GOODHART 21 14 1175 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM . VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PROCEEDS OF M&T BANK SAVINGS ACCOUNT#15004214183078 23,050.03 [DOD LETTER ATTACHED] 2. PROCEEDS OF M&T BANK CHECKING ACCOUNT#97262021 8,846.26 [DOD LETTER ATTACHED] 3. PROCEEDS OF TD BANK ACCOUNT#7864086728 2,710.88 [STATEMENT ATTACHED] 4. INTEREST ON ALLY BANK ACCOUNT 36.68 5. LIFELINE ALERT EMERGENCY RESPONSE REFUND 119.80 6. GOOD HOUSEKEEPING REFUND 13.48 7. PROCEEDS OF DISCOVER BANK ACCOUNT# 32,594.60 [DOD LETTER ATTACHED] 8. PROCEEDS OF DISCOVER BANK ACCOUNT# 60,064.06 [DOD LETTER ATTACHED] 9. PROCEEDS OF DISCOVER BANK ACCOUNT# 70,103.92 [DOD LETTER ATTACHED] 10. PROCEEDS OF ALLY BANK ACCOUNT 2120776659 53,365.97 [DOD LETTER ATTACHED] 11. PROCEEDS OF ALLY BANK CD#3011934860 35,152.46 [DOD LETTER ATTACHED] 12. PROCEEDS OF ALLY BANK CD#3015048055 10,000.00 [DOD LETTER ATTACHED] 13. PROCEEDS OF ALLY BANK CD#3016004933 50,031.81 [DOD LETTER ATTACHED] 14. PROCEEDS OF ALLY BANK CD#3021897222 35,000.00 [DOD LETTER ATTACHED] 15. PROCEEDS OF ALLY BANK CD#3021897230 35,000.00 [DOD LETTER ATTACHED] 16. PROCEEDS OF ALLY BANK CD#3024494001 25,000.00 [DOD LETTER ATTACHED] � TOTAL(Aiso enter on Line 5,Recapitulation) $ 442 340.61 Continuation of REV-1500 Inheritance Tax Return Resident Decedent GERTRUDE E. GOODHART 21 14 1175 DecedenYs Name Page 1 File Number Schedule E -Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. KUHN COMMUNICATIONS INC. REFUND 7.09 18. ERIE INSURANCE REFUND 37.00 19. HIGHMARK REFUND 162.54 20. WELLS FARGO CHECK 2.00 21. PROCEEDS SALE OF PERSONAL PROPERTY- DAN HERSHEY AUCTION. SVCS. 823.22 i 22. SALE OF PROPERTY-COUNTY&TOWNSHIP TAX REIMBURSED 160.30 [SEE HUD SHEET ATTACHED] 23. THE SENTINEL REFUND 58.51 SUBTOTAL SCHEDULE E 1,250.66 GRAND TOTAL SCHEDULE E $ 442,340.61 REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENTOF REVENUE �� FUNER/iL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER GERTRUDE E. GOODHART 21 14 1175 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. DUGAN FUNERAL HOME 6,518.73 2. FISHER'S FLOWERS - FUNERAL 291.50 3. ZULLINGER-BRENIZE GRAVE MAINTENANCE 48.14 4. DUGAN FUNERAL HOME 211.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2 Attomey Fees: DU:NCAN & HARTMAN, PC 20,818.36 3, Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. ProbateFees: REGISTER OF WILLS 545.50 REGISTER O'F WILLS 5. Accountant Fees 5.00 6. Tax Retum Preparer Fees: 7, CUMBERLAND LAW JOURNAL- LEGAL NOTICE 75.00 8. NEWS CHRONICLE- LEGAL AD 104.75 9. HELD IN RESERVE 500.00 TOTAL(Also enter on Line 9,Recapitulation) $ 2g 117.98 � �a�'_"'_"""'�_� .."'�r:.:'_'i'�"`"s..,.__.._aF4....._..,.,:,_ . REV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT� wHERiTaNCETaxRETURN MORTGAGE LIABILITIES& LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER GERTRUDE E. GOODHART 21 14 1175 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, PPL 159.83 2. LL BEAN VISA CARD 7.37 3. AT&T 89.70 4. PA DEPARTMENT OF REVENUE -2014 INCOME TAX PAYMENT 106.00 5. DELUXE CHECKS 15.74 6. PPL 127.67 7. PPL 148.22 8. DONNA BROBST, TAX COLLECTOR-2015 REAL ESTATE TAXES 409.16 9. PPL 110.02 10. PPL 64.04 11. FAST SIGNS- FOR SALE SIGN 90.00 12. ZULLINGER-BRENIZE- LAWN CARE FOR PROPERTY 46.07 13. PPL 33.21 13. HOOVER'S PLU1111BING & HEATING, INC. 169.45 14. ADM ELECTRICAL SERVICES 85.00 TOTAL(Also enter on Line 10,Recapitulation) $ 4,174.70 If more space is needed, insert aaditional sheets of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent GERTRUDE E. GOODHART 21 14 1175 DecedenYs Name Page 2 File Number Schedule I - Debts of Decedent, Mortgage Liabilities, 8� Liens ITEM NUMBER DESCRIPTION AMOUNT 15. ZULLINGER-BRENISE - MOWING &TRIMMING 92.13 16. PPL 36.54 17. ROSENBERRY'S SEPTIC 220.00 18. NOTARY FEE-SALE OF PROPERTY 5.00 [SEE HUD SHEET ATTACHED� 19. TRANSFER TAX-SALE OF PROPERTY 1,680.00 [SEE HUD SHEET ATTACHED] 20. PPL 26.29 21. ZULLINGER-BRENISE - MOWING &TRIMMING 92.13 22. PPL 50.07 23. ZULLINGER-BRENISE- MOWING &TRIMMING 92.13 24. TAX PRO-RATION -SCHOOL TAX 218.93 [SEE HUD SHEET ATTACHED] SUBTOTAL SCHEDULE I 2,513.22 GRAND TOTAL SCHEDULE I $ 4,174.70 REV-1513 EX+(Ot-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: GERTRUDE E. GOODHART 21 14 1175 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. JENNIFER GONZALEZ Lineal 304 WHITBY DRIVE 1/3 SHARE WILMINGTON, DE 19803 2. SALLY RAY Lineal 960 ALPINE ROAD 1/3 SHARE WELLSVILLE, PA 17365 3. MOLLY SZYMANSKI Lineal 6002 RIDGEMONT WAY 1/3 SHARE MCDONOUGH, GA 30253 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II. 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. 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 of paper of the same size. REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation � Total Amount Paid within three�calendar months of the decedent's date of death: 35,000.00 Discount: 1,842.05 Interest Table Year Days Delinquent Balance Due Interest this time period this year this period Before 1981 1982 1983 1984 1985 1986 1987 1988 throu h 1991 1992 1993 throu h 1994 1995 throu h 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 throu h 2014 TOTALS Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: LAST WILL AND TESTAMENT I, GERTRUDE E. GOODHART, of South Newton Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any Will or Codicil previously made by me. ITEM I: I direct that all my just debts (except as may be barred by a Statute of Limitations) and my funeral expenses (including my gravemarker and expenses of my last illness) shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I give and bequeath all my tangible personal property, including but not limited to, any and all automobiles and other motor vehicles, household goods and furniture and furnishings, china, silverware, jewelry, ornaments, works of art, books, pictures, wearing apparel and personal effects, but excluding cash on hand and tangible evidences of intangible personal property together with any policies of insurance applicable thereto including any prepaid premiums thereon to my husband, CECIL R. GOODHART, or if he fails to survive me, to such of my children as shall survive me, in as nearly equal shares as is practicable. W ITEM III: I devise and bequeath all the residue of my estate of every nature and wherever situate to my husband, CECIL R. GOODHART, providing he shall survive me by thirty (30) days. ITEM IV: Should my husband, CECIL R. GOODHART, predecease me or die on or before the thirtieth (30th) day following my death, I devise and bequeath all the residue of my estate of every nature and wherever situate in equal shares to such of my children, SALLY RAY, JENNIFER GONZALEZ, and MOLLY SZYMANSKI, as are living on the thirty-first (31st) day following my death. ITEM V: Should any of my children, SALLY RAY, JENNIFER GONZALEZ, and MOLLY SZYMANSKI, predecease me or die on or before the thirtieth day following my death but leaving descendants who so survive me, such descendants shall receive, per stirpes, the share that such predeceased child would have received had he or she so survived me. ITEM VI: The share for any person who is a beneficiary under this my Will and who shall not have attained the age of 21 years shall be held by my Executor as a trustee in a separate trust to be administered and distributed in accordance with the provisions hereinafter set forth: A. If any portion of my estate shall become distributable to a beneficiary who has not attained the age of twenty-one (21) years, the Executor may in its sole and absolute discretion either pay over such Principal and any accrued or undistributed income therefrom at any time to the guardian(s) of the property of such beneficiary, or to a custodian for � such beneficiary under the Pa. Uniform Transfers for Minors Act, which custodian may be my Executor or be selected by my Executor, retain the same for such beneficiary, IN SEPARATE TRUST, until he or she attains the age of twenty-one (21) years. In case of such retention, the Trustee may use or 2 apply so much of the net income and Principal as it deems necessary or advisable from time to time for support, health and medical care, and education (including college education, both undergraduate and graduate) of such beneficiary, or may make payment for these purposes, without further obligation or responsibility to see to the proper expenditure thereof, directly to such beneficiary or to such beneficiary's parent or to any person taking care of such beneficiary. Any Principal or income not so applied shall be distributed to such beneficiary absolutely when he or she attains the age of twenty-one (21) years. If he or she dies before attaining age twenty-one (21) , such share shall be distributed to his or her personal representative, discharged of trust. ITEM VII: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. ITEM VIII: I appoint my husband, CECIL R. GOODHART, Executor of this my Last Will. Should he fail to qualify or cease to act as Executor, I appoint my daughters, SALLY RAY, JENNIFER GONZALEZ, and MOLLY SZYMANSKI, Co-Executrices of this my Last Will. ITEM IX: I direct that my Executor or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM X: My individual fiduciary shall be entitled to reasonable 3 compensation for his or her services rendered from time to time and/or to reimbursement of out of pocket expenses. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and Testament, written on five (5) sheets of paper, dated � this Z► S day of ��p�t,v� , 1995. � .�C.uc.� (SEAL) GEI2TRUDE E. GOODHART The preceding instrument, consisting of this and four (4) other typewritten pages, each identified by the signature or initials of the Testatrix, was on the day and date thereof signed, published and declared by the Testatrix therein named, as and for her Last Will, in the presence of us, who, at her request, in her presence, and in the presence of each other have subscribed our names as witnesses he eto. r residing at �c�►-✓�i ��/� , 4 / ' � �� residing at 4 COMMONWEALTH OF PENNSYLVANIA . . ss. COUNTY OF CUMBERLAND . I, GERTRUDE E. GOODHART, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. ���Gti�,u�.������t���.lu� (S EAL) GERTRUDE E. GOODHART Sworn to or affirmed and acknowledged before me by �Er2-r2�n� �, Go�o�Ae�-, the Testatrix, this � sr day of ,�.P , 19 9 5. .�'�� � i � ':,� /� t sk i>=�-�# � �.0 �'LQ/ ti(' . f� e a.w�t�,c�5�..:s1.'�s.e'��I�h6:-waS9'�, �2k.�+� No ary Public s .-z=:.������.�.���s����-�€���..�� � �����.b���������,c�"' CO�IONWEALTH OF PENNSYLVANIA . . ss. COUNTY OF CUMBERLAND . We, �.�,-n�c.-ra N c . �,�U�s and T2 rN,4 Yn . �Ra 6�«-7u s , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound min and under no constraint or undue influence. ( � _ o�� �/Lt�I��C�o Sworn to or affirmed and subscribed to before me by N vr���`ro� �,�vis and �NA �o6k�„s , witnesses, this a is� day of ,c,.Qz�,�) , 1995. • ����.��� ��� _ �€�� ` �e� otary Publ ����, � �, �� ��� 5 . . �..�. .�� . ....� . ......�....... .�. .�. . �.��r.... ,. . FIRST CODICIL TO LAST WILL AND TESTAMENT I, GERTRUDE E. GOODHART, of South Newton Township, Cumberland County, Pennsylvania, declare this to be the First Codicil to my last Will dated December 21, 1995. ITEM I: I do hereby amend my Last Will and Testament dated December 21, 1995, by adding the following as additional provisions of ITEM IV thereof: "Provided however that in the distribution of my estate the share of my daughter, SALLY RAY, shall be charged with an advancement of FIVE THOUSAND AND 00/100 ($5, 000. 00) DOLLARS, because of the transfer to her, by deed of gift, of a certain parcel of mountain land situated in South Newton Township, Cumberland, County, Pennsylvania, which was done in December of 1997. " �� ITEM II: In all other respects, I hereby ratify, confirm and � republish my last Will dated December 21, 1995, together with this First Codicil, as and for my last Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1G� day of ,�����.�� , 1997. �����c_��. ,����.`t/ct„� (SEAL) Gertrude E. Goodhart Signed, published, and declared on the date above specified by the above named Gertrude E. Goodhart as and for the First Codicil to her last Will dated December 21, 1995, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. � � ; ;�' � ` __� �t � �� �• �;^.,�.— residing at .�°��.�'f.�'/�� �� v s residing at � 2 COMMONWEALTH OF PENNSYLVANIA . . ss. COUNTY OF CUMBERLAND . I, GERTRUDE E. GOODHART, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my First Codicil to my last Will dated December 21, 1995; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. �, J����v� (SEAL) Gertrude E. Goodhart Sworn to or affirmed and acknowledged before me by �rf Ytti(Q E (lu'p�,f- , the Te,�tatee��this � dayo uf L1 , 1997. h60T/aRit,t SEAE � T�fh FEA tJt. 9R€?p�'�c�S, t+F�tas� Pt+ezfiz N r' PL1b11C ' •�, Cum�ria�d E�.; PA y t�d �.nmi3sia� Ex�ires h`�y&, et'�� COMMONWEALTH OF PENNSYLVANIA . . ss. COUNTY OF CUMBERLAND . We� �«�11� � . �l f/(S and _ �(.��L�� -�/ I�Q�������. the witnesses whose names are signed to the attached instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her First Codicil; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the First Codicil as a witness; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. � ' �� l 4 �. ` Sworn to or affirmed and subscribed to before me b ��/�,�jN c Q�'S and 1 LAk�- I N , witnesses, this day o f -�L�����. , 19 9 7. �L�f � � a ry Pub l i c �M, ���, r�mry � Shipp�;ubsirq &xo, Cumbo+land Co., PA t�iy Cnvr�cissc�rs Ex�ires Miay 8, 2f100 '"I �I OMB Approval No. 2502-026� �'�Illlilf�W A. Settlement Statement(HUD-1) B.T e of Loan 1.❑ FHA 2.❑ RHS 3.❑ Conv. Unins 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number: 4.❑VA 5.❑Conv. lns RE15-40 C. Note:This form is furnished to give you a statement of actual settlement costs.Amounts paid to and by the settlement agent are shown. Items marked ' .o.c. "were aid outside the closin ;the are shown here for informational ur oses and are not included in the totals. D. Name&Address of Borrower: E. Name&Address of Seller: F. Name&Address of Lender: Dale We11er Gertrude E. Goodhart Estate Carolyn Weller 1 Irvine Row 5 Antler Court Carlisle, PA 17013 Shippensburg, PA 17257 G. Property Location: H.Settlement Agent: TIN: 25-1696377 218 W. Main Street Duncan & Hartman, P.C. Walnut Bottom, PA 17266 1 Irvine Row Phone: (717) 249-7780 Carlisle, PA 17013 Lot: Place of Settlement: I. Settlement Date: 8/10/2015 1 Irvine Row Block: Carlisle, PA 1'7013 Funding Date: 8/10/2015 J.Summa of Borrower's Transaction K.Summa of Seller's Transaction 100.Gross Amount Due From Borrower 400.Gross Amount Due To Seller 101.Contract sales rice 168 000.00 401. Contract sales rice 168 000.00 102. Personal ro ert 402. Personal ro ert 103. Settlement char es to borrower line 1400 2,459.00 403. 104. 404. 105. 405. Ad'ustments for items aid b seller in advance Ad'ustments for items aid b seller in advance 106. Cit /town taxes: 8/10/2015-12/31/2015 406. Cit /town taxes: 8/10/2015-12/31/2015 to to 107. Count taxes: 8/10/2015-12/31/2015 160.30 407. Count taxes: 8/10/2015-12/31/2015 160.30 to Donna Brobst, tax collector to Donna Brobst, tax collector 108.Assessments: 408.Assessments: to to 109. 409. 110. 410. 111. 411. 112. 412. 120.Gross Amount Due From Borrower 170,619.30 420.Gross Amount Due To Seller 168,160.30 200.Amounts Paid B Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller 201. De osit or earnest mone 2,000.00 501. Excess de osit see instructions 2,000.00 202. Princi al amount of new loan s 502. Settlement char es to seller line 1400 1 685.00 203. Existin loan s taken sub ect to 503. Existin loan s taken sub'ect to 204. 504. Pa off of first mort a e loan 205. 505. Pa off of second mort a e loan 206. 506. 207. 507. 208. 508. 209. 509. Ad'ustments for items un aid b seller Ad'ustments for items un aid b seller 210. Cit /town taxes: 510.Cit /town taxes: to to 211. Count taxes: 511. Count taxes: to to 212.Assessments: 512.Assessments: to to 213. 513. 214. School Tax 7/1/2015-8/11/2015 218.93 514. School Tax 7/1/2015-8/11/2015 218.93 2�5. 515. 216. Taxes Current Year $409.16 516. 217. Per Diem 51.12099 517. 218. Seller Paid $409.16 518. 219. Seller Owes 222 da s 5�9• 220.Total Paid B /For Borrower 2,218.93 520.Total Reduction Amount Due Selier 3,903.93 300. Cash At Settlement From/To Borrower 600.Cash At Settlement To/From Seller 301. Gross Amount due from borrower line 120 170 619.30 601.Gross amount due to seller line 420 168 160.30 302. Less amounts aid b /for borrower line 220 2 218.93 602. Less reductions in amount due seller line 520 3 903.93 303.Cash ❑x From ❑To Borrower 168,900.37 603.Cash ❑x To ❑From Seller 164,256.37 The Public Reporting Burden for this collection of information is estimated at 35 minutes per response for collecting,reviewing,and reporting the data.This agency may not collect this information,and you are not required to complete this form,unless it displays a currently valid OMB control number.No confidentiality is assured;this disclosure is mandatory.This is desiqned to provide the parties to a RESPA covered transaction with information durinq the settlement orocess OO 2009-2011 Easy Soft. Previous editions are obsolete. Page 1 of 3 HUD-1 L.Settlement Char es File Number: RE15-40 Loan Number: 700.Total Real Estate Broker Fees Paid From Paid From Division of Commission line 700 as follows: Borrower's Seller's 701. S to Funds at Funds at 702. $ to Settlement Settlement 703. Commission aid at settlement 704. 800. Items Pa able In Connection With Loan 801. Our ori ination char e $ from GFE#1 802. Your credit or char e oints for the s ecific interest rate chosen S from GFE#2 803.Your ad�usted ori ination char es from GFE A 804.A raisal fee to from GFE#3 805. Credit re ort to from GFE#3 806.Tax service to from GFE#3 807. Flood certification from GFE#3 808. 809. 810. 811. 900. Items Re uired B Lender To Be Paid In Advance 901. Dail interest char es from 8/10/2015 to 9/1/2015 @ $ /da from GFE#10 902. Mort a e insurance remium for 0 months to from GFE#3 903. Homeowner's insurance for 0 ears to from GFE#11 904. 905. 1000.Reserves De osited With Lender 1001. Initial de osit for our escrow account from GFE#9 1002. Homeowner's insurance months @ er mo S 1003. Mort a e insurance months @ er mo S 1004. Pro ert taxes months @ er mo S 1005. months @ er mo S 1006. months @ er mo S 1007.A re ate Ad ustment �0.0 0 1100.Titie Char es 1101.Title services and lender's title insurance from GFE#4 1102. Settlement or closin fee 1103. Owner's title insurance from GFE#5 1104. Lender's title insurance 1105.Lender's title olic limit S 1106.Owners title olic limit S 1107.A enYs ortion of the total insurance remium $ 1108. Underwriter's ortion of the total insurance remium $ 1109.Attorne s fees to Duncan & Hartman 700.00 1110.Notar to Joan Adams 5.00 1111. 1200.Government Recordin and Transfer Char es 1201. Government recordin char es from GFE#7 79.00 1202. Deed S 7 9.00 Mort a e S Release S 1203.Transfer taxes from GFE#8 1,680.00 1204. Cit /Count tax/stam s: Deed S Mort a e $ 1,680.00 1205.State tax/stam s: Deed $ Mort a e $ 1206. $ 1207. $ 1300.Additional Settlement Char es 1301. Re uired services that ou can sho for from GFE#6 1302. 1303. 1304. 1305. 1306. 1307. 1308. 1400.Total Settlement Char es enter on lines 103,Section J and 502,Section K 2,459.00 l,685.00 I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction.I further certify that I have received a copy of the HUD-1 Settlement Statement. Dale Weller Buyer/Borrower Gertrude E. Goodhart Estate Seller Carolyn weller Buyer/Borrower Seller This Settlement Statement which I've prepared is a true and accurate account of this transaction.I've caused or will cause the funds to be disbursed in accordance with this statement. 8/10/2015 Duncan � Hartman, P.C. SettlementAgent Date WARNING It is a crime to knowinolv make false statements to the United States on this or anv other similar form Penalties upon conviction can include a_fi_ne or imprisonment. OO 2009-2011 Easy Soft.Previous editions are obsolete. Page 2 of 3 HUD 1 PPL Historical Prices � PP&L Corporation Common Stock Stock- Yahoo! Finance Page 1 of 2 Home �,�ai� Ssarch News Spoas Fina��ce V�✓eatlier Game; An;v.�ers Screer� �ii�,kr dA�9�a�{e�{i�neu,�Firefnx:; � � � �� i Search Finance Se�'.�b �� �_____-...._._____V__.,. �. ______��________. _V______._��_______� Finance Home My Portfolio My Quotes News Market Data Yahoo Originais Business&Finance Personal Finance CNBC Contributors _ _ __ _.. _ _ _ _ _ _ _...._ _ _ _. ___.. Enter,Symbol_. LooK Ue Thu Jan 15;��15:2 i6FFA E�i�1.:: ;•iarkeis ci�s=_i-?^r a4 mins Report an Issue Do•.v �.3 ° _.-. 1.090 _..._. � II'FL��.2 ��Ia'Yn£3, � • r PP�..15�]CI.SI�tt`I: t,h3naC,��.'��Sti , r�a�now, .- . . : . � PPL . .....��: PPL Corporation(PPL) -r:rse *wat�m�5e Add to PortFo[io G�k� {az� 35.�U d.14(d.4t}%} 2:16PMEST-NasdaqRealTimePrice Historical Prices Get Historieal Prices for.��,� GO ......._ . _._._. ._.._. .._.... _...._..._... . . ...._... __.... ........ ......... ..__.. ._...._.. ._...._ ..._..... __.._........ C?y Set Date Range " Q Daily Start Date: DeC V� 2014 Eg.Jan 1,2010 �yyeekly End oate: Dec v �2014 Q Monthly Q Dividends Only Get Prices rirst�Previo;.�s�Nex?�Last PPL -0.03% .;_............._..._..._.,.._.,..._.�.........�,_____...__._.._.._..____....._.._.�__....,.... rp ,...�,.,....,_,.._._.._.�_._._.._....._..�.,.._�_.,�.�__,�_�...._..�.�._..__._.. 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Attorneys at Law One Irvine Row Carlisle,PA 17013 Re: Estate of Gerirude E. Goodhart Social Security: 180-03-9940 Date of Death: December 03,2014 Dear Sir or Madam: Per your inquiry on January 6,2015,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: 1. Type ofAccount CheckingAccount Account Number 97262021 Ownership(Names o� Israel Gorczalez(POA) Gef-trude E. Goodhart Opening Date Ol/28/1980 Balance on Date ofDeath $ 8>846.21 Accrued Interest $ .OS __.._..........._............_..__...__......._......_...__.........._______ Total - �' 8,846.26 2. Type ofAccount Savings Account Account Number ]5004214183078 Ownership(Names o� Israel Gonzalez(POA) Gertrude E. Goodhart Opening Date 10/23/2006 Balance on Date of Death $ 23,049.80 Accruedlnterest $ •23 _....................._._..............................._._.........._..._ Total $ 23,OS0.03 Accounts Transfers u- M2ssa�es Profile H21� `�""�""'" Account Summary as of D2cember 11,2014 Good Afternoon, GERTRUDE Total Deposits Total Interest Year to Date $ 162,559.26 $ 1,416.62 E�i Te��,Ze :, : �, �', �� _ __ _ _ _ __ _ _ __ _ _ S�vings Accounts ' _ _ _ _ _ _ Acco�mt N,Emb2r G'urrent � inlerest � C:irrent ,�: ACCOE!#1�IV8EYS8 Year-to-Date.�. 8alance . � !Snora Ful;Nun;barsi J'-1PY C�P CD 12 P�ionths XXX-XXX058-1 0.95',� S 565:12 $60,000.00 CD(Matures Feb 04,2015) pp Cp 12 NiOnths XXX-XXX336-4 0.95% 5 598.97 5 70;000.00 CD(Matures Apr 18,2015) , DP�MLINE SAVINGS XXX-XXX245-6 Q.9G% $252.53 S 325592G Qniine Savings ' Account Totals $1,416.62 $162,559.26 ' �,�,;Y�y M�t�ite bar�king anyvuh�r�ya�a�c�. � �# Our bankers'hours are 24/7. "�' ? s;^,£�3�ihc��r�E�rsc�vqs h�I�biie ap�r,yt�u ia^�n�rta�e y�t�� ,� Visit our online Customer Service Center or contact a friendly � t c€e�esit�ecrrutits it�rt anywt��t�.L �F :,_=t Banking Specialist 24 hours a day.Learr:i�iore� Savings Catcu{atars CD Account Nickname Your Accounts Jump-start your savings w�ith a Disco:+er Bank offers competitive P2rsonalize your account names far personalized p!an to reach your rates on CDS in Yerms ranging from 3 easi2r tracking.Just select Account savings goals. months to 10 years. ', Settings from yeur Account Detaiis �t�rt Notv r -Larn€Jie;e k page to add your�ickname. s�cu�eo:=� _. __ __ ___ __ _ _. .. __ _....._ __ __._ _ __ , � _ _ _ _ __ __ __ _ _ . ._ . ...... _ _ . � � /���''2'� , D/s �l� �d� � Taik to an Ontine Banking Special'sst 24t7�Gall 1-800-347-7QOD Sit , ap�'T eri s �U,e Se nty P�vacy Siatement!Ce>>t_ict Us ." ,-::�.r�.. .:.. . , !�"'� . ��:......... :� �..��, ... ...... �� � � l� � �� �1 � � _ �. � ��� �� ��� �� �'�/�� A P.O.Box 951 Horsham, PA 19044 Duncan&Hartman,P.C. c/o Susan J.Hartman One Irvine Row Carlisle,PA 17013 Re: Gertrude Goodhart Date of Death: 12/3/2014 � . - � . .. .. - Gertrude E.Goodhart 2120776659 Online Savings Account $53,365.97 $9.21 _ . _ . _ _ 3011934860 High Yield 12 Month CD $35,152.46 $19.00 3015048055 High Yield 6 Month CD $10,000.00 $2.58 _ _ _ _ 3016004933 High Yield 12 Month CD $50,031.81 $9.01 _ _ _ 3021897222 Raise Your Rate 2 Year CD $35,000.00 $6.54 3021897230 High Yield 12 Month CD $35,000.00 $5.44 3024494001 Raise Your Rate 4Year CD $25,000.00 $15.89 Questions? We're here to help, anytime. Just call 877-247-ALLY(2559)24 hours a day 7 days a week.You can press"0" to reach a Customer Care Associate immediately. Or go to allybank.com. Sincerely, ��s,�.a�'����,e�e,,� Susan W. Green Ally Bank Deposit Executive OPS LTR31A Member FDIC -� i �� .r� q�,✓ d/ -O�"d.s � � � ��'� �E ��� ��� d�`�'��'i� �� � /— �8�--��1 � �� Bar��C -k>�;•r�.c� runerua`s�ost ccnv�r�ena eanx• �f�.�� .____._________�_._�_�.�______--_.�_._. �r�'�� TD 50 PLUS CHECKING - 7864086728 `To so P�us cHecKiNc�eeaose�as �`� ' AccounF History �:c; � ' Accaunt �uerview far 7864086728 • Relocatine?Remcdeling''vtie havA home loan or,t:ons fcr•pou Your A�ceunt Balance as ef fDate 12/11!2014j: $52,194.37 - • Refer a friend and you both get 5Z5!Pind out how Your Total Current Pendinq Transacti�ns: SU.00 • H�d onilr:e fraud proteaior.free;rom TD Bank.Find out how � .. .._.__. .._........_. .......___... ......__. ...........__ __............. Your AvailabEe Batance: $52,144.3? . Orderir,g mere checks is easy ar.d conveniert. Pind out how. ACCOIlfI� �ISt01'�/ ___---.__._._----- Show Transactions Pram `. LaSt lO-Da 5 � � 3 Y '- `w'� Sbow By Date Range: Frcm; � to '�12/11/207�:. Q ;";,'3�ri�� 173tE Ty_f� DEaG':uilOfl ��r�e r� i �,ccount Ealance __. _....._. _ _..._... _..... _.... ........ _..... __._. _ _ _._....._ 12j09!2014 DEBIT CENTURYLINK OPdLINE PMT $27.59 552,194.37 12/04i2G14 CHECh CHECK«1098(Vi��a Check?maoe} $100.G0 552,2Z2.06 ' 12lD8,•'2D14 CHeCY, CHECK«Siv3(Vie.v Ch�r.k imaoe; $100.00 552;322.06 12%D3!2014 CHECK CHECK�1102(Vieva Check Tm3aF; $150.00 552,422.U6 1Z/OSj2014 CH�CK CHECK''1100(Vie�:�Cherk imua?� y250.GG �52,552.06 12,!OSr2014 DIRECf✓EF DISCO\/ER BAidK PREARRANC�E $45.86 552,83Z.06 3.i%G�.'2��14 DIP,ECTi�rP FLLY BAfJY.$TRANSFER $SO,COC.UO 552,785.20 ' 12r01!?p14 DIRECTDEP ;;LLY BAtJK TA�IPISFER $33.76 $2,?85.20 12;01/2G14 DIRECTDEP A!I_Y BP,NK TRAIVSFER $40.56 52,751.44 �, 12101;2D1? DiRECTDEP A�LY 6ANN,TRRNSFEP. $46.57 52,710.88 '> To expert account history;please choose a filz format: _ , ................. :��:Qif�-Quicken 2000.�or�newer -.-•. };� Expart i [.. . . .......... ..__... .....__ _._... .. _.... ......... ...._..._ ..__._. _.._.. ,....._. ._._... ._... .._ .._.._.... .._....._ _..._... . ....__ ..__. ._. . ....