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
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499 Mitchell Road,Millsboro,DE 19966 Records Management
Phone 888-502-4349
F ax (302)934-2955
January 12,2015
Duncan & Hartman,P.C.
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�
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�t�rt Notv r -Larn€Jie;e k page to add your�ickname.
s�cu�eo:=�
_. __ __ ___ __ _ _. .. __ _....._ __ __._ _ __
,
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_ _ _ _ __ __ __ _ _ . ._ . ...... _ _
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Sit , ap�'T eri s �U,e Se nty P�vacy Siatement!Ce>>t_ict Us
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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
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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
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