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Home My WebLink About08-07-08 15056041158 REV-1500 EX (os-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po Box zaosot INHERITANCE TAX RETURN 21 0 7 0 4 9 3 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 208-28-6224 D5102007 D2211929 Decedent's Last Name GOODHART SR Suffix Decedent's First Name EDWIN (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 1. Original Return ^ 4 i d E t li . sta e m te 6. Decedent Died Testate (Attach Copy of Will) ^ 9. Litigation Proceeds Received ^ 2. Supplemental Return ^ 4a. Future interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) ^ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) MI E MI ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 5. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number BRIDGET M• WHITLEY, ESQ• 717-233-1000 Firm Name (If Applicable) SKARLATOS 8 ZONARICH First line of address 17 SOUTH MARKET STREET, FLOOR 6 Second line of address City or Post Office HARRISBURG State ZIP Code PA 17101 LLLS USE OI~' REGISTER I ~ e r _ _ -, -;~ --;-~ .' r--- G7 -~, I - - ~? -"! _ - : `7 -- . (d) i J .. Dr~i'E FILED --. GJ Correspondent'se-mail address: BMWaISKARLATOSZONARICH • COM Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the pens I represe alive is bas n all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DAT ANNA MARIE SOSSONG, ESQ• ~ a~ ADDRESS SKARLATOS & ZONARICH, 17 S MARKET S FLOOR 6, HARRISBURG PA 17101 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE BRIDGET M • WHITLEY, ESQ • ~t,c.oC~~ ~'L(. ~~,~.~~y 8IG ~0 P ADDRESS SKARLATOS & ZONARICH, 17 S MARKET S FLOOR 6, HARRISBURG PA 17101 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041158 sMasa~s.ooo 15056041158 f 15056042159 REV-1500 EX Decedent's Social Security Number 208-28-6224 Decedents Name O O D H A R T S R• EDWIN E RECAPITULATION 1. Real estate {Schedule A) 1. 0 • 0 ^ 2. Stocks and Bonds (Schedule B) . 2. D , OO 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • 3. D • D O 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . 4. ], D 61 O 4 - O D 5. Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) . 5. 9 5 2 3 - D 0 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. D , O D 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested . . . . . 7. 6 6 D 3 7 8 • D D 8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . 8. 7 7 6 D O 5 - 0 D 9. Funeral Expenses & Administrative Costs (Schedule H) . 9. 915 2 3 • 0 D 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) • 10. 13 5 5 0 • D D 11. Total Deductions (total Lines 9 & 10) • 11 • 10 5073 • DO 12. Net Value of Estate (Line 8 minus Line 11) 12. 6 7 D 9 3 2 , D O 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . 13. O , D 0 14. Net Vatue Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . 14. 6 7 D 9 3 2 , D D TAX COMPUTATION -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 .OIL 0.0 0 15. 0.0 0 16. Amount of Line 14 taxable at lineal ratex.o~15 670933.00 16. 30192 • DO 17. Amount of Line 14 taxable at sibling rate X .12 D• D D 17. D• O D 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18. D• D D 19. TAX DUE 19. 30192 • 0O 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042159 sMasaez_ooo 15056^42159 REV-1500 EX Page 3 rlacariont's Cmm~latP Adrlrecc~ File Number 0493 DECEDENTS NAME GOODHART SR• EDWIN E STREET ADDRESS CU B RLAND CITY MECHANIC B RG STATE ZIP - Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 30192 - 00 2. CreditslPayments A. Spousal Poverty Credit 3 0 0 D 0.0 0 B. Prior Payments 15 7 9.0 0 C. Discount 0 • D 0 Total Credits (A + B + C) (2) 315 7 9 • D 0 3. Interest/Penalty if applicable D. Interest D • D D E. Penalty D • D D Total InterestlPenatty (D + E) (3) ^ • D D 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 13 8 7 • D O 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) D • D D A. Enter the interest on the tax due. (5A) D • D ^ B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) D • D D 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: a. retain the use or 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 . ^ 0 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? . . " " ^ 0 or payable upon death bank account or security at his or her death? . in trust for 3. Did decedent own an 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ^ ^ contains a beneficiary designation? 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 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 three (3) percent [72 P.S. §9116 (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 zero (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 twenty-one years of age or younger at death to or for use of a natural parent, an adoptive parent, or a stepparent of the child is zero (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 four and one-half (4.5) percent, except as noted in 72 P.S. 9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(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. 6M4671 1.000 REV-1507 EX + (s-98) a COMMONWFJ~LTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENfDECEDENT SCHEDULE D MORTGAGES ~ NOTES RECENABLE ESTATE OF FILE NUMBER Edwin E. Goodhart Sr. 21 07 0493 All propeRy joinHyowned with right of survivorship must be disclosed on Schedule F. 3Wasgc i.ooo (If more space is needed, insert additional sheets of same size) REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Edwin E. Goodhart Sr. 21 07 0493 Include the proceeds of litigation and the date the proceeds were received by the estate. All grooeRv jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM I VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Members 1st Checking Account #2658$0-11 4,661 2 Members 1st Regular Savings Account # 265880-00 25 3 Household Goods and Personal Property @ net auction proceeds 542 4 1997 Ford Taurus GL @ Kelley Blue Book Value 2,375 5 1988 Chevrolet Celebrity @ Kelley Blue Book Value 475 6 Central PA Teamsters pension payment due decedent 343 7 AG Choice Farm Credit Account Closing Balance 407 8 PTL Class Action Suit proceeds due decedent 19 9 PA Dept of Revenue- tax refund 39 10 US Treasury- tax refund 54 11 Suburban Heating - refund check 522 12 First Energy - refund check 61 9,523 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 3wasno t.ooo (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Edwin E. Goodhart Sr. 21 07 0493 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBS DESCRIPTION OF PROPERTY INCLLOETFEW~MEOFTI-ETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND TFE DATE OF TRANSFER. ATTACH A COPY OF THE GEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET °f°OFDECD~S INTEREST EXCLUSION IF APPLICABLE TAXABLE VALUE ~ 16,657.74 Shares IRA Account #281236 16,658 100.0000 0 16,658 Beneficiaries: Edwin E. Goodhart, Jr. and Denise Konter The following assets were held in the Edwin E. Goodhart, Sr. and Helen M. Goodhart Living Trust dated 7/21/2000 2 23.73 acre parcel located at 188 Clouser Road, Mechanicsburg, Monroe Township, Cumberland County 323,085 100.0000 0 323,085 Valued at price established in executory contract for sale. The buyer has breached the contract and the sale will probably not be completed. The sale price is indicative of the fair market value of the property. The following assets were held in an annuity account with MML Investors Services, Inc. The beneficiaries were Edwin E. Goodhart, Jr and Denise Konter, son and daughter of decedent. 3 3,044.888 Shares Trans MML Capital Guardian Asset Allocation Find Account # TRC44768626 47,808 100.0000 0 47,808 Total from continuation sched les 272,827 TOTAL (Also enter on line 7, Recapitulation) ~ $ 660,378 (If more space is needed, insert additional sheets of the same size) 3 W46AF 1.000 Estate of: Edwin E. Goodhart Sr. Schedule G (Page 2) Itp~ DOD Value No. Description of Asset $ Interest Exclusion 4 2,770.8 Shares Trans I~II~iI~ Capital Guardian Growth-Income Fund Account # TRC44768626 5 15,455.12 Units Trans Sel Fixed Account Account #TRN44805103 6 1,385.109 Shares Trans Sel MMI, Capital Guardian Asset Allocation Account # TRN44805103 7 1,318.485 Shares Trans Sel 24~II, Capital Guardian Growth & Income Account #TRN44805103 8 1,834.453 Shares Trans Sel NA9I, T Rowe Price Eq Income Account #TRN44810031 9 1,896.541 Shares Trans Sel MNII, Capital Guardian Asset Allocation Account #TRN44810031 10 1,831.595 Shares Trans Sel N1Nff~ Capital Guardian Growth ~ Income Account #TRN44810031 11 19,270.53 Units Trans Sel D~ Fixed Account Account #TRN44820210 12 1,171.11 Shares Trans Sel Opp Global Security Account #TRN44820210 13 1,878.8 Shares Trans Sel MMI~ T Rowe Price Mid-Cap Growth Account # TRN44820210 Total (Carry forward to main schedule) 45,464 100.0000 0 45,464 15,445 100.0000 0 15,445 18,695 100.0000 0 18,695 17,458 100.0000 0 17,458 26,695 100.0000 0 26,695 25,597 100.0000 0 25,597 208-28-6224 Taxable Value 24,252 100.0000 0 24,252 19,271 100.0000 0 19,271 20,030 100.0000 0 20,030 20,703 100.0000 0 20,703 233,610 Estate of: Edwin E. Goodhart Sr. Schedule G (Page 3) Item DOD Value No. Description of Asset $ Interest Exclusion 14 1,449.604 Shares Trans Sel 2~NII~ Capital Guardian Asset Allocation Account # TRN44820210 15 1,484.16 Shares Trans Sel MNII~ Capital Guardian Growth & Income Account # TRN44820210 208-28-6224 Taxable Value 19,565 100.0000 0 19,565 19,652 100.0000 0 19,652 Total (Carry forward to main schedule) 39,217 RED-,5„ Ex+`'a~' SCHEDULE H FUNERAL EXPENSES & • COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Edwin E Goodhart Sr 21 07 0493 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ Myers Funeral Home funeral services 4,540 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 13 , 000 Name of Personal Representative(s) Anna Marie Sossong Street Address 17 5 2nd Street, Floor 6 City Harrisburg State PA Zip 17101 Year(s) Commission Paid: 2008 2. Attorney Fees 17 , 000 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 432 5. Accountant's Fees 6. Tax Return Preparer's Fees 900 7. 1 Dan Barrett Junk removal 13,260 2 Rodney Weaver Junk removal 900 Total from continuation schedules 41,491 TOTAL (Also enter on line 9, Recapitulation) ~ $ 91 , 523 ~wasnc ~.ooo (If more space is needed, insert additional sheets of the same size) Estate of: Edwin E. Goodhart Sr. 208-28-6224 Schedule H Part 7 (Page 2) 3 Mary Murray, Tax Collector Real Estate Taxes 3,364 4 Cumberland County Law Journal advertising fees 75 5 The Sentinel legal advertising 175 6 Register of Wills probate fees and administrative expenses 33 7 Duty's Locks lock service for house and cars 96 8 Erie Insurance auto policy 228 9 Bargers Landscaping property maintenance 2,040 10 Met Ed electric service 423 11 Commonwealth of PA Title Eees 57 12 Alex R. Szeles, Inc. Expense incurred in removing structure damaged by fire on 10/17/2007 (not insured) 35,000 Total (Carry forward to main schedule) 41,491 REV-1512 EX+ (12-03) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHREERSIDENTDECEDENTRN MORTGAGE LIABILITIES, $c LIENS ESTATE OF FILE NUMBER Edwin E Goodhart Sr 21 07 0493 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT GATE NUMBER DESCRIPTION OF DEATH 1' US Treasury 2006 1040 tax due 7,135 2 PA Dept of Revenue 2006 PA-40 balance due 911 3 Sears Premier Card Balance due 489 4 Citi Financial Balance due on loan 3,469 5 Tax Claim Bureau real estate taxes due 875 6 Hershey Kidney Specialists medical ball 88 7 Spirit Physicians Service medical expense 116 8 Quantum Imaging medical expense 28 9 Penn Credit Corp debt of decedent 29 10 Verizon telephone service 61 11 Lifeline medical expense 76 12 BMA Cumberland County medical expenses 131 13 Suburban Propane fuel oil 142 TOTAL (Also enter on line 10, Recapitulation) $ ~ 13 3W46AH 2.000 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+(g-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ATE OF NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)j 1 Denise Konter 472 Copperstone Circle Casselberry, FL 32707 8,328.87 Shares IRA Account #281236 Inventory Value: 8,329 1,522.44 Shares Trans IrIIdL Capital Guardian Asset Allocation Fund Account # TRC44768626 Inventory Value: 23,904 1,385.4 Shares Trans D4II, Capital Guardian Growth-Income Fund Account # TRC44768626 Inventory Value: 22,732 FILE NUMBER RELATIONSHIP TO DECEDENT I AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS SCHEDULE J BENEFICIARIES TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ $ 0 (If more space is needed, insert additional sheets of the same size) 3 W46AI 1.000 Estate of: Edwin E. Goodhart Sr. Schedule J Part 1 (Page 2) Item No. Description 1 7,727.56 Units Trans Sel Fixed Account Account #TRN44805103 Inventory Value: 7,722 692.55 Shares Trans Sel IND~, Capital Guardian Asset Allocation Account # TRN44805103 Inventory Value: 9,348 724.8 Shares Trans Sel NIlvII~ Capital Guardian Asset Allocation Account # TRN44820210 Inventory Value: 9,782 742.08 Shares Trans Sel NIlvII~ Capital Guardian Growth ~ Income Account # TRN44820210 Inventory Value: 9,826 659.24 Shares Trans Sel NILVII~ Capital Guardian Growth & Income Account #TRN44805103 Inventory Value: 8,729 915.8 Shares Trans Sel 1~IlKI~ Capital Guardian Growth ~ Income Account #TRN44810031 Inventory Value: 12,126 9,635.27 Units Trans Sel N1NII~ Fixed Account Account #TRN44820210 Inventory Value: 9,636 917.23 Shares Trans Sel NIMI~ T Rowe Price Eq Income Account #TRN44810031 Inventory Value: 13,348 939.4 Shares Trans Sel NIlVff~ T Rowe Price Mid-Cap Growth 208-28-6224 Relation Amount Estate of: Edwin E. Goodhart Sr. 208-28-6224 Schedule J Part 1 (Page 3) Item No. Description Relation Amount 1 Account # TRN44820210 Inventory Value: 10,352 585.56 Shares Trans Sel Opp Global Security Account #TRN44820210 Inventory Value: 10,015 100$ of Residue: 346,438 Daughter 502,286 Estate of: Edwin E. Goodhart Sr. Schedule J Part 1 (Page 4) 208-28-6224 Item No. Description Relation Amount 2 Edwin E. Goodhart, Jr. 5283 Elliott Road Butler, PA 16001 8,328.87 Shares IRA Account #281236 Inventory Value: 8,329 1,522.44 Shares Trans I~~II~ Capital Guardian Asset Allocation Fund Account # TRC44768626 Inventory Value: 23,904 1,385.4 Shares Trans 2rA3T~ Capital Guardian Growth-Income Fund Account # TRC44768626 Inventory Value: 22,732 7,727.56 Units Trans Sel Fixed Account Account #TRN44805103 Inventory Value: 7,722 692.55 Shares Trans Sel Nd~tI~ Capital Guardian Asset Allocation Account # TRN44805103 Inventory Value: 9,348 724.8 Shares Trans Sel M~~II, Capital Guardian Asset Allocation Account # TRN44820210 Inventory Value: 9,782 948.27 Shares Trans Sel P~II, Capital Guardian Asset Allocation Account #TRN44810031 Inventory Value: 12,798 742.08 Shares Trans Sel NA4I~ Capital Guardian Growth 6 Income Account # TRN44820210 Inventory Value: 9,826 Estate of: Edwin E. Goodhart Sr. Schedule J Part 1 (Page 5) Item No. Description 2 659.24 Shares Trans Sel I~II~ Capital Guardian Growth & Income Account #TRN44805103 Inventory Value: 8,729 915.8 Shares Trans Sel MMI~ Capital Guardian Growth ~ Income Account #TRN44810031 Inventory Value: 12,126 9,635.27 Units Trans Sel NINII~ Fixed Account Account #TRN44820210 Inventory Value: 9,636 917.23 Shares Trans Sel MMI~ T Rowe Price Eq Income Account #TRN44810031 Inventory Value: 13,348 939.4 Shares Trans Sel NA4I~ T Rowe Price Mid-Cap Growth Account # TRN44820210 Inventory Value: 10,352 585.56 Shares Trans Sel Opp Global Security Account #TRN44820210 Inventory Value: 10,015 Son 208-28-6224 Relation Amount 168,647 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 January 30, 2008 Skarlatos & Zonarich LLP 17 South Second Street, 6th Floor Harrisburg, PA 17101-2039 Dear Sir or Madam: Telephone (717) 787-3930 FAX (717) 772-0412 Re: Estate of EDWIN E. GOODHART, SR. File Number 2107-0493 This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the {nheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension wiN avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 08110/08. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. Sincerely, ` ~~ ,~' ~.~_ti.l ~~~-~_~ ,, Claudia Maffei, Supervisor '" Document Processing Unit Inheritance Tax Division LAST WILL AND TESTAMENT OF ED WIN E. GOODHAR T, SR. I, Edwin E. Goodhart, Sr., of 188 Clouser Road, Mechanicsburg, Pennsylvania 17055, revoke my former Wills and Codicils and declare this to be my Last Will and Testament. ARTICLE I PAYMENT OF DEBTS AND EXPENSES I direct that my just debts, funeral expenses, and expenses of last illness be paid as provided and • the 'Edwin E. Goodhart, Sr. and Helen M. Goodhart Living Trust dated a.r ad~~ ". ARTICLE II DISPOSITION OF PROPERTY All of the property that I own at my death, or which shall become payable to my estate or my personal representatives, and any property that I have the power to dispose of under my Will shall be distributed to th Trus e of the "Edwin E. Goodhart, Sr. and Helen M. Goodhart Living Trust dated ~ ~~ ~~ ~ ~ ~ " to be administered and distributed as provided and°er that'Trust. ARTICLE III NOMINATION OF EXECUTOR I nominate Helen M. Goodhart, of 188 Clouser Road, Mechanicsburg, Pennsylvania 17055, as the Executor, without bond. If such person or entity does not serve for any reason, I nominate the following individual(s), in successive order, to be the Executor, without bond: Edwin E. Goodhart, Jr., of Mechanicsburg, Pennsylvania; and Denise Konter, of Castleberry, Florida. ARTICLE IV EXECUTOR POWERS Last Will and Testament Edwin E. Goodhart, Sr. My Executor, in addition to other powers and authority granted by law or necessary or appropriate for proper administration, shall have the right and power to lease, sell, mortgage, or otherwise encumber any real or personal property that maybe included in my estate, without order of court and without notice to anyone. ITNESS WHEREOF, I have subscribed my name below, on 7 ~ I ~ ~~~ ~~ ~ ~~ ~~ Edwin E. Goodhart, Sr. We, the undersigned, hereby certify that the above instrument was signed in our sight and presence by Edwin E. Goodhart, Sr. (the "Testator"), who declared this instrument to be his/her Last Will and Testament and we, at the Testator's request and in the Testator's sight and presence, and in the sight and presence of each other, do hereby subscribe our names and addresses as witnesses on the date shown above. Witness Signature: Witness Name: u / ~ ~ r Witness Address: lad `~ _ ~/Z[.~C~/~/~L°~~.~CL~rcx. ~ ~. ~7G~-~ Witness Signature: Witness Name: e(/l ~ ~ ~G Vl T Witness Address: ~ib'1~G7~/~°, ~/¢ ~~~ Last Will and Testament Edwin E. Goodhart, Sr. -2- AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Before me, the undersigned, on this day personally appeared Edwin E. Goodhart, Sr. and the two below-named individuals, known to me to be the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument. All of these persons were first duly sworn by me. Edwin E. Goodhart, Sr., the Testator, declared to me and to the witnesses, in my presence, that the foregoing instrument is the Testator's Will and that the Testator willingly signed and executed such instrument (or expressly directed another person to sign the instrument for the Testator in the Testator's presence) in the presence of the witnesses, as the Testator's free and voluntary act for the purposes expressed in the instrument. Each of the witnesses declared in the presence and hearing of the Testator that the foregoing instrument was executed and acknowledged by the Testator as the Testator's Will in their presence and that they, in the Testator's presence, hearing and sight and at the Testator's request, and in the presence of each other, did subscribe their names to the instrument as attesting witnesses on the date of the instrument. The Testator, at the time of the execution of such instrument, was of full age, of sound mind, and the witnesses were sixteen years of age or older and otherwise competent to be witnesses. Notarial Seal Sandra L. Dunlap, Notary Public West Middletown 8oro, Washington County My Commission Expires Apr. 5, 2004 Member, PennsyhraniaAssoaation otNotaries '1 Edwin E. Goodhart, Sr., Testator Witness Name: ,\ Witness Name: Subscribed, sworn to and acknowledged--l~ef~e me by Edwin E. Goodhart, Sr. , the Testator; and subscribe and sworn before me by the above-named individuals, as witnesses, on `?~~/~~ ~~O _ Last Will and Testament Edwin E. Goodhart, Sr. -3- DECLARATION OF TRUST made as of ~ ~ / cl C%~ by Edwin E. Goodhart, Sr. and Helen M. Goodhart Grantors and Edwin E. Goodhart, Sr. and Helen M. Goodhart Trustee Name Of Trust: Edwin E. Goodhart, Sr. and Helen M. Goodhart Living Trust dated -~-- /~~ O ~ ~-_ TABLE OF CONTENTS Article ARTICLE FIRST ARTICLE SECOND ARTICLE THIIZD ARTICLE FOURTH ARTICLE FIFTH ARTICLE SIXTH ARTICLE SEVENTH ARTICLE EIGHTH ARTICLE NINTH ARTICLE TENTH ARTICLE ELEVENTH ARTICLE TWELFTH ARTICLE THIIZTEENTH ARTICLE FOURTEENTH ARTICLE FIFTEENTH ARTICLE SIXTEENTH ARTICLE SEVENTEENTH ARTICLE EIGHTEENTH ARTICLE NINETEENTH ARTICLE TWENTIETH ARTICLE TWENTY-FIRST ARTICLE TWENTY-SECOND Title Directions Of Grantors Disability Of Grantors Division Into Shares Credit Shelter Trust Marital Deduction Trust Successor Beneficiaries Minors Or Incompetents Payment Of Debts and Estate Tax Elections Right To Revoke Or Amend Powers Of Trustee Appointment Of Trustee Accounts Of Trustee Trustee Decisions Conclusive Simultaneous Death Rights Not Assignable Resolution of Conflicts, Incontestability and Specific Omissions Separate Property Perpetuities Savings Clause Construction Binding Effect Short Name Memorandum of Trust Proving Existence Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors DECLARATION OF TRUST DECLARATION OF TRUST, made as of ~/~/ f ~y U ~ , among Edwin E. Goodhart, Sr., and Helen M. Goodhart, husband and ~fe, ha~/ing an address at 188 Clouser Road, Mechanicsburg, Pennsylvania 17055, as grantors (collectively hereinafter referred to as the "Grantors"), and Edwin E. Goodhart, Sr. and Helen M. Goodhart, having an address as aforesaid, as trustees (collectively hereinafter referred to as the "Trustee"). WITNESSETH: WHEREAS, the Grantors are the owners of the property more particularly described in Schedule A attached hereto and made a part hereof; and WHEREAS, the Grantors desire to create a revocable trust of the property described in Schedule A hereto, together with such monies, securities and other assets as the Trustee hereafter may hold or acquire hereunder (said property, monies, securities and other assets, together with any additions thereto received pursuant to the Grantors' last will and testaments or otherwise, being here- inafter referred to as the "trust estate"), for the purposes and upon the terms and conditions hereinafter set forth. NOW, THEREFORE, in consideration of the covenants herein contained and other valuable consideration, the receipt and sufficiency of which hereby are acknowledged, the Grantors hereby transfer, convey, assign and deliver to the Trustee as and for the trust estate the property more particularly described in Schedule A hereto, to hold the same, and any other property which the Trustee hereafter may acquire, IN TRUST, for the purposes and upon the terms and conditions hereinafter set forth: ARTICLE FIRST Directions Of Grantors The Trustee shall hold, manage, invest and reinvest the trust estate, shall collect the income therefrom, and shall pay any part or all of the income and principal to whomever the Grantors from time to time may direct in writing. Each Grantor, acting alone, may direct the payment of the income and principal of the separate property contributed by that Grantor. Declazation of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors ARTICLE SECOND Disability Of Grantors If at any time either or both of the Grantors, in the judgment of the then serving Trustee, shall be under any legal disability or shall be unable to manage properly their affairs by rea- son of illness or mental or physical disability (whether or not a court of competent jurisdiction has declared either of the Grantors incompetent or mentally ill or has appointed a legal representative for either of the Grantors), the then serving Trustee may pay or apply so much or all of the net income and the principal of the trust estate as the then serving Trustee deems necessary or advisable for the health, education, maintenance or support of the Grantors. Any income not so paid or applied shall be accumulated and added to the principal of this trust at least quarter-annually. In making any payment hereunder, the then serving Trustee may consider, but shall not be required to consider, the income and other resources of the Grantors. If only one of the Grantors is incapacitated, the nonincapacitated Grantor may continue to withdraw or direct the payment of the income and principal of the separate property contributed by the non-incapacitated Grantor. ARTICLE THIRD Division Into Shares Upon the death of either Grantor, if the deceased Grantor is survived by the other Grantor, the trust estate, including any additions made by reason of the deceased Grantor's death, shall be divided into two shares. "Share A" shall consist of the separate property of the surviving Grantor in the trust estate. "Share B" shall consist of the separate property of the deceased Grantor in the trust estate. It shall be assumed that each Grantor contributed equally to the trust estate hereunder and as such the shares shall be divided accordingly. The Trustee, in the absolute discretion of the Trustee, may defer the division or distribution of the trust estate until six months after the deceased Grantor's death. If the division or distribution of the trust estate is so deferred, the deferred division or distribution shall be made as if it had taken place at the time prescribed above, and all rights given to the beneficiaries under the provisions of this Agreement which follow shall be considered to have accrued and vested as of that prescribed time. Share A shall be paid or distributed, or held in further trust, as the surviving Grantor from time to time may direct. It is the intention of the Grantors that the surviving Grantor shall have absolute control over the disposition of Share A. In the absence of directions from the surviving Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 2 Grantor to the contrary, Share A shall continue to be held as hereinbefore provided in this Agreement. Share B shall be held as hereafter provided in this Agreement. ARTICLE FOURTH Credit Shelter Trust If, upon the death of the first of the Grantors to die, the deceased Grantor is survived by the other Grantor, the Trustee, using the assets of Share B referred to in Article THIRD above, shall set apart and hold as a separate trust (the "Credit Shelter Trust") a sum equal to the maximum amount by which the Federal taxable estate of the deceased Grantor (determined without regard to this Article FOURTH) may be increased without causing an increase in the Federal estate tax payable by reason of the deceased Grantor's death after taking into account: (1) all credits allowed for Federal estate tax purposes, provided, however, that the credit for state death taxes shall be taken into account only to the extent that it does not result in an increase in the state death taxes which otherwise would be payable; (2) the net value of all other property included in the deceased Grantor's gross estate, whether it passes under the deceased Grantor's will or otherwise and whether it passes at the time of the deceased Grantor's death or has passed before the deceased Grantor's death to any person, trust or other entity, so that it is included in the deceased Grantor's gross estate and does not qualify for the Federal estate tax marital deduction or charitable deduction; and (3) all available deductions taken in determining the estate tax payable by reason of the deceased Grantor's death, charges to principal that are not allowed as deductions in determining the deceased Grantor's estate tax, and the deceased Grantor's adjusted taxable gifts and any reduction in them pursuant to Treas. Reg. Sec. 25.2701-5. Iu determining said sum, any disclaimers shall not be taken into account, and it shall be assumed that an election is made to qualify all qualified terminable interest property (other than this Credit Shelter Trust) for the marital deduction regardless of what election is in fact made. Said sum shall be established on the basis of the values finally fixed in the Federal estate tax proceeding for the deceased Grantor's estate, but the Trustee shall not be under any duty to participate in such proceeding and may accept and rely upon the written certificate of the executor, administrator or legal representative of the deceased Grantor's estate as to the amount and values aforesaid, without any liability for doing so. The Grantors recognize that it may not be possible to determine the sum disposed of by this Credit Shelter Trust until all tax proceedings for the deceased Grantor's estate have been settled, and that such sum may be zero. The Trustee shall allocate to this Credit Shelter Trust any assets of the deceased Grantor contributed or added to the trust estate that are not eligible for the Federal estate tax marital deduction. Assets used to fund the Credit Shelter Trust and the Marital Deduction Trust shall be allocated so as to be fairly representational of any appreciation or depreciation in value of property available for distribution which may occur after the death of the deceased Grantor. Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors During the life of the surviving Grantor, the Trustee shall hold, manage, invest and reinvest the assets of this Credit Shelter Trust, shall collect the income therefrom, and shall pay the net income to or for the benefit of the surviving Grantor, in convenient installments but at least quarter-annually. In addition, the Trustee may pay to or for the benefit of the surviving Grantor, for his or her health, education, maintenance or support, any part or all of the principal of this trust, as the Trustee in the absolute discretion of the Trustee may deem advisable, without considering other resources available to the surviving Grantor. Notwithstanding the foregoing, no discretionary payment of principal shall be made to the surviving Grantor from this trust until the Marital Deduction Trust provided for in Article FIFTH below has been exhausted. The surviving Grantor shall have the right to demand and receive from the principal of this trust in each of its fiscal years the greater of $5,000 or five percent of the fair market value of such principal determined as of the date the request to withdraw is made by written notice to the Trustee. Such right shall lapse to the extent it is not exercised. in any year. Any commission payable with respect to principal so withdrawn shall be charged against such principal. Upon the death of the surviving Grantor, the principal of this trust, as then constituted, shall be disposed of as provided in Article SIXTH hereof. ARTICLE FIFTH Marital Deduction Trust Upon the death of either Grantor, if the deceased Grantor is survived by the other Grantor, the Trustee shall set apart and hold as a separate trust (the "Marital Deduction Trust") the balance of Share B not disposed of in Article FOURTH above. The Trustee shall hold, manage, invest and reinvest the assets of this Marital Deduction Trust, shall collect the income therefrom, and shall pay the net income to or for the benefit of the surviving Grantor, inconvenient installments but at least quarter-annually. In addition, the Trustee may pay to or for the benefit of the surviving Grantor, for the health, education, maintenance or support of the surviving Grantor, any part or all of the principal of this trust, as the Trustee may determine in the absolute discretion of the Trustee, without considering other resources available to the surviving Grantor. The surviving Grantor shall have the right to demand and receive from the principal of this trust in each of its fiscal years the greater of $5,000 or five percent of the fair market value of such principal determined as of the date the request to withdraw is made by written notice to the Trustee. Such right shall lapse to the extent it is not exercised in any year. Any commission payable with respect to principal so withdrawn shall be charged against such principal. Except to the extent that other trust assets are not sufficient, there shall not be allocated to this Marital Deduction Trust any asset or the proceeds of any asset (i) which does not qualify for the marital deduction, (ii) with respect to which any tax credit or deduction shall be Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 4 available because it or the proceeds therefrom shall be subject to both Federal estate and income tax, or (iii) with respect to which any estate or death taxes are paid to any foreign country or any possession or subdivision thereof. In the event other assets are not sufficient to fund this trust, such insufficiency shall be satisfied by allocating assets in the order enumerated above to this trust. The surviving Grantor shall have the right to require a sale by the Trustee of any assets of this Marital Deduction Trust which do not produce a reasonable income for the surviving Grantor, and to require the reinvestment of the net proceeds of such sale in assets which produce a reasonable income. The executor, administrator or legal representative of the estate of the .deceased Grantor shall be authorized to qualify all or any part of this trust for the State and Federal estate tax marital deduction, without liability to any person for doing so. It is the Grantors' intention that this trust maybe qualified for the marital deduction under Section 2056 of the Internal Revenue Cade and the regulations pertaining to that Section or any substitute provisions applicable to the trust estate. In no event shall the Trustee take any action or have any power that will impair the ability to qualify for the marital deduction, and all provisions of this Agreement regarding this Marital Deduction Trust shall be interpreted to conform to that primary objective. If an election to qualify property of this trust for the marital deduction is made, the Trustee, upon the death of the surviving Grantor, shall make available to the legal representative of the estate of the surviving Grantor from the principal of this trust such amount as said legal representative determines to be equal to the excess of (i) the death taxes payable by reason of the death of the surviving Grantor over (ii) the death taxes that would have been payable if in the tax computation there had not been included any property belonging to this trust. The Trustee shall pay this amount at such times as the legal representative of the surviving Grantor may request in writing as funds are needed to pay the death taxes. The determination of said legal representative as to the amount payable shall be final, binding and conclusive upon all persons, whether or not then in being, having or claiming any interest in this trust. The Trustee shall be under no duty to see to the application of any such payment. The foregoing authorization to pay death taxes shall not apply to the extent the last will and testament of the surviving Grantor contains a different direction for the payment of death taxes which specifically refers to this trust. Upon the death of the surviving Grantor, any accrued income shall be paid to the estate of the surviving Grantor and the remaining principal of this trust shall be held, administered and disposed of in accordance with Article SIXTH below. Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 5 ARTICLE SIXTH Successor Beneficiaries Notwithstanding the provisions of Articles Third, Fourth, and Fifth, as stated above, in the event that the total, aggregate net value of the estates of both the Husband/Grantor and the Wife/Grantor -after including the calculation of any lifetime taxable transfers made during Grantors' joint lifetimes, by either Grantor - is less than the "exemption equivalent" amount then available to exempt any part of Grantors' estate through the application and election of the Federal Unified Credit as defined under IRC section 2010 (as amended) and state death taxes as defined under IRC section 2011 against any transfer tax incurred as a result of any transfer of property as defined under section 2001, then the Trustee shall not divide the trust estate upon the death of the first Grantor and as such the Trustee shall not transfer any of the estate of the first Grantor to die to the Credit Shelter Trust (Trust B). In such case of the Grantors' total net estate value being less than the then available exemption equivalent amount, as defined above, Trustee shall retain all of the Decedent Grantor's estate in the general trust created hereby and the Survivor Grantor shall, in such case, have complete control over all Trust assets and all Trust assets shall therefore be under his/her general power of appointment as defined in IRC section 2041. Upon the death of the first Grantor to die, in such case, the above stated Articles Third, Fourth, and Fifth, shall not apply. As such, upon the death of the Survivor Grantor, the Trust estate at that time remaining shall be distributed asbelow-stated. The Grantors have two children, Edwin E. Goodhart, 3r. and Denise Konter. Upon the death of both of the Grantors, the Trustee shall pay and distribute the trust estate at that time remaining to the Grantors' then living issue, in equal shares, per stir~es, discharged of trust. If there are no issue of the Grantors then living, the trust estate shall be paid and distributed to such persons and in such proportions as the same would be distributed under the laws of the Commonwealth of Pennsylvania then in force had the last surviving Grantor then died intestate, a resident of Pennsylvania and the owner of said property. Notwithstanding the above, the Grantors, individually or jointly, may desire to leave specific cash gifts or gifts of tangible personal property to individuals or entities of Grantors' choosing. As such, any such gift shall be listed on Schedule B hereto which is incorporated herein and made a part hereof for all purposes which shall detail the nature of the gift as well as the person or entity to whom the gift is to be distributed. The Grantors shall sign and date Schedule B whenever an addition or deletion is made to same, thereby showing dispositive intent. Notwithstanding the foregoing, any Beneficiary who is diagnosed for the purposes of governmental support and/or benefits, of any kind or nature, as being not competent or as being disabled, and who shall be entitled to governmental support and/or benefits of any kind or nature by reason of such incompetency or disability, or as being qualified for said governmental supportand/or benefits for whatever reason whatsoever without limitation, shall cease to be a Beneficiary of this Declaration of Trust 6 Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors Trust. Likewise, they shall cease to be a Beneficiary if any share or portion of the principal or income of the Trust shall become subject to the claims of any governmental agency for costs or benefits, fees or charges. The portion of the trust estate which, absent the provisions of the foregoing, would have been the share ofthe incompetent, disabled, or otherwise disqualifiedperson as outlined above, shall be retained in trust for as long as that individual lives. The Trustee, at his or her sole discretion, shall utilize such funds for the maintenance of that individual, if and only if said utilization does not disqualify said individual from receiving governmental support and/or benefits of any kind or nature. If such individual recovers from his or her incompetency, disability, or other disqualifying condition, and is no longer eligible for aid, support and/or benefits of anykind or nature from any governmental agency, including costs or benefits, fees or charges, such individual shall be reinstated as Beneficiary after sixty (60) days from such recovery, and the allocation and distribution provisions as stated herein shall apply to that portion of the Trust Estate which is held by the Trustee subject to the foregoing provisions. ARTICLE SEVENTH Distributions To Minors Or Incompetents In any case in which the Trustee is authorized or directed by any provision of this Agreement to pay or distribute income or principal to any person who shall be a minor or incompe- tent, the Trustee, in the absolute discretion of the Trustee and without authorization of any court, may pay or distribute the whole or any part of such income or principal to such minor or incompetent personally, or may apply the whole or any part thereof directly to the health, education, maintenance or support of such minor or incompetent, or may pay or distribute the whole or any part thereof to the guardian, committee, conservator or other legal representative, wherever appointed, of such minor or incompetent or to the person with whom such minor or incompetent may from time to time reside, or in the case of a minor, may pay or distribute the whole or any part thereof to a custodian for such minor under any gifts to minors or transfers to minors act. Evidence of such payment or distribution or the receipt therefor by the person to whom any such payment or distribution is made shall be a full discharge of the Trustee from all liability with respect thereto, even though the Trustee maybe such person. The Trustee, in the absolute discretion of the 'Crustee, may defer payment or distribution of any or all income or principal to which a minor may be entitled until such minor shall attain the age oftwenty-one (21) years, or to make such payment or distribution at any time and from time to time, during the minority of such minor, holding the whole or the undistributed portion thereof as a separate fund vested in such minor but subject to the power in trust hereby given to the Trustee to administer and invest such fund and to use the income or principal thereof for the benefit of such minor as if such fund were held in trust hereunder. The Trustee shall pay and distribute any balance of such fund to such minor when such minor shall attain the age of twenty-one (21) years. Declaration of Trust ,7 Edwin E. Goodhart, Sr. and He)en M. Goodhart, Grantors Except as is herein above provided, if such minor shall die before attaining the age of twenty-one (21) years, the Trustee shall pay and distribute such balance to the executors, administrators or legal representatives of the estate of such minor. The word "minor", wherever used in this Article SEVENTH, shall mean any person who has not attained the age of twenty-one (21) years. Nothing in this Article SEVENTH shall conflict with the intent of Article SIXTH to preserve any and all governmental supportand/or benefits of any kind and nature to any Beneficiary hereunder. ARTICLE EIGHTH Payment Of Debts and Estate Tax Elections Upon the death of either of the Grantors, the Trustee may pay from the deceased Grantor's share of the principal of the trust estate the amount of any estate or death taxes, by whatever name called, imposed under the laws of any jurisdiction by reason of either of the Grantors' deaths, whether in respect of property passing under this Agreement or either of the Grantors' last will and testaments or otherwise, and the amount of all of the debts which the Grantors' estates must pay, the expenses of their last illness and fiznerals, and the expenses of administering their estates. The Trustee may rely upon the written certification of the executors, administrators or legal representatives of either of the Grantors' estates as to the amount of any such tax, debt or expense, without any duty to inquire as to the correctness thereof, and, in its discretion, may make payment thereof either to said executors, administrators or legal representatives or to the taxing authority or person to whom such amount is owed. It is the purpose and intent of this Article that, so far as is practical, any estate taxes paid shall be paid out of a decedent Grantor's entire estate whether passing by this Trust instrument or outside of this Trust instrument concerning property over which a decedent Grantor possessed a general power of appointment, before distribution to any beneficiary. 1. If estate (or income) tax or any part thereof is paid by, or collected out of, that part of the estate passing to or in the possession of any person other than the Executor and/or Trustee (of the estates of the respective spouses), in is capacity as Executor and/or Trustee, such person shall be entitled to reimbursement by Trustee (or Executor) out of any part of the Trust estate, or otherwise, still undistributed. 1.1. Such reimbursements may be a just and equitable contribution by the persons whose interest in the estate of a decedent Grantor would have been reduced if the tax had been paid before the distribution of the estate or whose interest is subject to equal or prior liability for the payment of taxes, debts, or other charges against the estate. Declaration of Trust g Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 2. If any part of the gross estate on which estate tax has been paid consists of the value of property included in a decedent Grantor's gross estate under IRC Section 2041, Trustee or executor shall be entitled to recover from the person (or persons, prorate if more than one recipient) receiving such property by reason of the exercise, nonexercise, or release of a power of appointment, such portion of the total tax paid as the value of such property bears to the taxable estate. 3. In the case of such property (passing outside this Trust estate} received by the Survivor for which a deduction is allowed under IRC Section 2056 (relating to the marital deduction), this Article shall not apply to such property except as to the value thereof reduced by an amount equal to the excess of the aggregate amount of the marital deductions allowed under Section 2056. 4. In the case of such property (passing outside this Trust estate) being insurance on the life of the Grantor, with such Grantor having "incidents of ownership" on such insurance receivable to other than Trustee, Trustee shall be entitled to recover from such beneficiary such portion of the total tax paid as proceeds of such policies bear to the taxable estate. 4.1. If there is more than one such beneficiary, Trustee shall be entitled to recover from such beneficiaries in the same ratio respectively. 5. If any part of the gross estate consists of property the value of which is includible in the gross estate by reason of IRC Section 2044, relating to certain property for which a marital deduction was previously allowed, such decedent Grantor's estate shall be entitled to recover from the person receiving the property the amount by which the total tax which has been paid exceeds the total tax which would have been payable if the value of such property had not been included in the gross estate. 6. Trustee may exercise all of the foregoing elections and any others available under any tax law, to obtain, to the extent practicable, both the optimum reduction in a Grantor's estate taxes and in the income taxes estimated to be payable by a Grantor's estate, this Trust, the beneficiaries of both, any business interests in the Trust estate anal the optimum deferral of all of those taxes. 6.1. Trustee maymake adjustments between income and principal accounts and to allocate the benefits from any election among the various beneficiaries of this Trust. 6.2. Trustee may compensate for the consequences of any election that Trustee believes has had the effect of directly or indirectly preferring one beneficiary or a group of beneficiaries over others. 7. All such foregoing elections and adjustments shall not, however, diminish any portion that would create an adverse taxable event to the Trust or beneficiaries hereunder and no Trustee who is a beneficiary of any Trust created hereunder shall participate in any decision Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 9 regarding whether or not any of the foregoing elections, allocations or adjustments shall be made with respect to such Trust if such decision could affect the Trustee's interest in such Trust or Trusts. ARTICLE NINTH Grantors' Right To Revoke Or Amend During the lives of both of the Grantors, this Agreement maybe revoked in whole or in part by either Grantor with respect to the separate property contributed by that Grantor. Any such revocation shall be made by a written notice signed by the revoking Grantor and delivered to the Trustee and the other Grantor. On revocation, the Trustee shall deliver to the revoking Grantor all or the designated portion of the separate property contributed by that Grantor. The Grantors, at any time during the lives of both of the Grantors, may amend this Agreement by a written notice signed by both of the Grantors and delivered to the Trustee. With regard to the separate property of either Grantor, only the Grantor who contributed such separate property may amend this Agreement with respect to such separate property. No amendment of this Agreement, however, shall increase the obligations or reduce the commissions of the Trustee without the consent of the Trustee. Upon the death of either of the Grantors, this Agreement shall become irrevocable with respect to the property contributed by the deceased Grantor; however, the surviving Grantor may direct the disposition of Share A referred to in Article THIRD above and may revoke this Agreement as to said Share A. ARTICLE TENTH Powers Of Trustee In the administration of any property, real or personal, at any time forming a part of the trust estate, including accumulated income, and in the administration of any trust created here- under, the Trustee, in addition to and without limitation of the powers conferred on trustees under the Pennsylvania Probate, Estates and Fiduciaries Code, as amended or any successor thereto, or otherwise provided by law, shall have the following powers to be exercised in the absolute discretion of the Trustee, except as otherwise expressly provided in this Agreement: (a) To retain such property for any period, whether or not the same is of the character permissible for investments by fiduciaries under any applicable law, and without regard to the effect any such retention may have upon the diversity of investments; Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 1 (b) To sell, transfer, exchange, convert or otherwise dispose of, or grant options with respect to, such property, at public or private sale, with or without security, in such manner, at such times., for such prices, and upon such terms and conditions as the Trustee may deem advisable; (c) To invest and reinvest in common or preferred stocks, securities, investment trusts, mutual funds, regulated investment companies, bonds and other property, real or personal, foreign or domestic, including any undivided interest in any one or more common trust funds, whether or not such investments be of the character permissible for investments by fiduciaries under any applicable law, and without regard to the effect any such investment may have upon the diversity of investments; however, the aggregate return of all investments of the Marital Deduction Trust shall be reasonable in light of then existing circumstances; (d) To render liquid the trust estate or any trust created hereunder in whole or in part, at any time and from time to time, and to hold unproductive property, cash or readily marketable securities of little or no yield for such period as the Trustee may deem advisable; (e) To lease any such property beyond the period fixed by statute for leases made by fiduciaries and beyond the duration of any trust created hereunder; (f) To join or become a party to, or to oppose, any reorganization, readjustment, recapitalization, foreclosure, merger, voting trust, dissolution, consolidation or exchange, and to deposit any securities with any committee, depository or trustee, and to pay any fees, expenses and assessments incurred in connection therewith, and to charge the same to principal, and to exercise conversion, subscription or other rights, and to make any necessary payments in connection therewith, or to sell any such privileges; (g) To vote in person at meetings of stock or security holders and adjournments thereof, and to vote by general or limited proxy with respect to any stock or securities; (h) To hold stock and securities in the name of a nominee without indicating the trust character of such holding, or unregistered or in such form as will pass by delivery, or to use a central depository and to permit registration in the name of a nominee; (i) To initiate or defend, at the expense of the trust estate, any litigation relating to this Agreement or any property of the trust estate which the Trustee considers advisable, and to pay, compromise, compound, adjust, submit to arbitration, sell or release any claims or demands of the trust estate or any trust created hereunder Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 11 against others or of others against the same as the Trustee may deem advisable, including the acceptance of deeds of real property in satisfaction of notes, bonds and mortgages, and to make any payments in connection therewith which the Trustee may deem advisable; (j) To borrow money for any purpose from any source, including any trustee at any time acting hereunder, and to secure the repayment of any and all amounts so borrowed by mortgage or pledge of any property; (k) To possess, manage, develop, subdivide, control, partition, mortgage, lease or otherwise deal with any and all real property; to satisfy and discharge or extend the term of any mortgage thereof; to execute the necessary instruments and covenants to effectuate the foregoing powers, including the giving ar granting of options in connection therewith; to make repairs, replacements and improvements, structural or otherwise, or abandon the same if deemed to be worthless or not of sufficient value to warrant keeping or protecting; to abstain from the payment of real estate taxes, assessments, water charges and sewer rents, repairs, maintenance and upkeep of the same; to permit to be lost by tax sale or other proceeding or to convey the same for a nominal consideration or without consideration; to set up appropriate reserves out of income for repairs, modernization and upkeep of buildings, including reserves for depreciation and obsolescence, and to add such reserves to principal and, if the income from the property itself should not suffice for such. purposes, to advance out of other income any sums needed therefor, and except in the case of the Marital Deduction Trust, advance any income of the trust for the amortization of any mortgage on property held in the trust; (1) To purchase from the legal representatives of the estate of either of the Grantors or from the trustees of any trust established by either of the Grantors any property constituting a part of such estate or trust at its fair market value and to make loans for adequate consideration to such legal representatives ortrustees, upon such terms and conditions as the Trustee may determine in the absolute discretion of the Trustee; (m) To carry insurance of the kinds and in the amounts which the Trustee considers advisable, at the expense of the trust estate, to protect the trust estate and the Trustee personally against any hazard; (n) To make distribution of the trust estate or of the principal of any trust created hereunder in cash or in kind, or partly in kind, and to cause any distribution to be composed of cash, property or undivided fractional shares in property different in kind from any other distribution, and to determine the fair valuation of the property so allocated, with or without regard to the tax basis; to hold the principal of separate trusts in a consolidated fund and to invest the same as a single fund; to split trusts for purposes of allocating GST exemptions (within the meaning of Section 2642(a) of Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 12 the Internal Revenue Code); and to merge any trusts which have substantially identical terms and beneficiaries, and to hold them as a single trust; (o) To employ and pay the compensation of accountants, attorneys, experts, investment counselors, custodians, agents and other persons or firms providing services or advice, irrespective of whether the Trustee may be associated therewith; to delegate discretionary powers to such persons or firms; and to rely upon information or advice furnished thereby or to ignore the same, as the Trustee in its discretion may determine; (p) To execute and deliver any and all instruments or writings which it may deem advisable to carry out any of the foregoing powers; and (q) To exercise all such rights and powers and to do all such acts and enter into all such agreements as persons owning similar property in their own right might lawfully exercise, do or enter into. Except as otherwise provided herein, the Trustee may determine, when there is reasonable doubt or uncertainty as to the applicable law or the relevant facts, which receipts of money or other assets should be credited to income or principal, and which disbursements, commissions, assessments, fees and other expenses should be charged to income or principal. Administrative expenses maybe allocated to income provided that no allocation of administrative expenses shall be made to income that would require a reduction in the estate tax marital deduction pursuant to Section 2056(b)(4) ofthe Internal Revenue Code. Any distributions ordividends payable in the stock of a corporation, and rights to subscribe to securities or rights other than cash declared or issued by a corporation, shall be dealt with as principal. The proceeds from the sale, redemption or other disposition, whether at a profit or loss, and regardless of the tax treatment thereof, of any property constituting principal, including mortgages and real estate acquired through foreclosure or otherwise, shall normally be dealt with as principal, but the Trustee may allocate a portion of any such proceeds to income if the property disposed of produced no income or substantially less than the current rate of return on trust investments, or if the Trustee shall deem such action advisable for any other reason. The preceding provisions of this paragraph shall not be deemed to authorize any act by the Trustee which may be a violation of any law prohibiting the accumulation of income. No person who deals with any Trustee hereunder shall be bound to see to the application of any asset delivered to such Trustee or to inquire into the authority for, or propriety of, any action taken or not taken by such Trustee. Notwithstanding anything to the contrary contained herein, in case of the Marital Deduction Trust, none of the powers granted to the Trustee herein or by law shall be exercised in such a manner as to disqualify such trust or any part thereof from the marital deduction. Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 13 Notwithstanding anything to the contrary contained herein, during such time as any current or possible future beneficiary of any trust created hereunder (other than the Grantors during the lives of both of the Grantors or the surviving Grantor with respect to Share A) maybe acting as a Trustee hereunder, such person shall be disqualified from exercising any power to make any discretionary distributions of income or principal to himself or herself (unless the discretion to make such distributions is limited by an ascertainable standard within the meaning of Section 2041(b)(1)(A) of the Internal Revenue Code), or to satisfy any of his or her legal obligations, or to make discretionary allocations of receipts or disbursements as between income and principal. No Trustee who is a current or possible future beneficiary of any trust hereunder (other than the Grantors during the lives of both of the Grantors or the surviving Grantor with respect to Share A) shall participate in the exercise of any powers of the Trustee which would cause such beneficiary to be treated as the owner of trust assets for tax purposes. ARTICLE ELEVENTH Appointment Of Trustee The Grantors appoint themselves as initial Trustees hereunder. The Grantors hereby appoint the following individual(s) to act as successor-Trustee, in successive order as listed, upon the death or incapacitation of the second Grantor: Edwin E. Goodhart, Jr., of Mechanicsburg, Pennsylvania; and Denise Konter, of Castleberry, Florida. Where a signature is required in order to exercise any powers conferred on the Trustees hereunder or by applicable law, the signature of any one Trustee may be relied upon by any third party as sufficient and binding. The term "Trustee" wherever used herein shall mean the trustee or trustees in office from time to time. Any such trustee shall have the same rights, powers, duties, authority and privi- leges, whether or not discretionary, as if originally appointed hereunder. The Grantors may at any time appoint, substitute or otherwise change the person(s) designated to act as Successor Trustee(s) under this Declaration of Trust. No prior notice to or consent of any Successor Trustee or Beneficiary shall be required. All amendments, notices or other instruments effecting or furthering the purposes of this Declaration of Trust, brought pursuant to this Section, shall be in writing and upon proper form. No bond, surety or other security shall be required of any Trustee acting hereunder for the faithful performance of the duties of Trustee, notwithstanding any law of any State or other jurisdiction to the contrary. Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 14 ARTICLE TWELFTH Accounts Of Trustee The Trustee, at any time and from time to time, may render to the Grantors an account of the acts and transactions of the Trustee with respect to the income and principal of any trust created hereunder, from the date of the creation of such trust or from the date of the last previous account of the Trustee. After the death of the Grantors, the Trustee, at any time and from time to time, may render an account to the living person or persons who are entitled, at the time of such account, to receive all or a portion of the income of the trusts herein created. The approval of any person of full age, or a guardian or parent of a minor or incompetent person, to whom an account is rendered shall, as to all matters stated therein, be final and binding upon him or such minor or incompetent person, or any persons claiming through him or such. minor or incompetent person, as the case maybe. A person of full age, or a guardian or parent of a minor or incompetent person, to whom an account is rendered shall be deemed to have approved the account if he assents to the account in writing or if he does not communicate to the Trustee his written obj ections to the account within sixty days after the receipt of the account (provided the account was accompanied by a notice of said sixty day period within which to raise objections). The Grantors shall have full power and authority on behalf of all persons interested in any trust hereunder, whether such interest relates to income or principal, to settle any account of the Trustee. Such settlement shall be final and binding upon all persons so interested in such trust. Upon such settlement, the Trustee shall be fully and completely discharged and released from all further liability with respect to acts and transactions set forth in the account so settled. The Trustee shall not be required at any time to file any account in any court, nor shall the Trustee be required to have any account judicially settled. Nothing herein, however, shall be construed as limiting the right of the Trustee to seek a judicial settlement of any account. ARTICLE THIRTEENTH Decisions Of Trustee Are Conclusive The determination of the Trustee in respect of the amount of any discretionary payment of income or principal from any trust established hereunder, and of the advisability thereof, shall be final and conclusive on all persons, whether or not then in being, having or claiming any interest in such trust, and upon making any such payment, the Trustee shall be released fully from all further liability or accountability therefor. The right of any beneficiary to any payment of income or principal shall in every case be subject to any charge or deduction which the Trustee may make against the same under the authority granted to the Trustee by any law or by this Agreement. Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 1 ARTICLE FOURTEENTH Simultaneous Death If any beneficiary under this Agreement shall die simultaneously with any other person upon whose death such beneficiary shall become entitled to receive either income or principal under this Agreement, or in such circumstances as to render it difficult or impracticable to determine who predeceased the other, then for purposes of this Agreement such beneficiary shall be deemed to have predeceased such other person. The provisions of this Agreement shall be construed as aforesaid, notwithstanding the provisions of any applicable law establishing a different presumption of order of death or providing for survivorship for a fixed period as a condition of inheritance of property. ARTICLE FIFTEENTH Rights Of Beneficiaries Are Not Assignable No disposition, charge or encumbrance on the income or principal of any trust established hereunder shall be valid or binding upon the Trustee. No beneficiary shall have any right, power or authority to assign, transfer, encumber or otherwise dispose of such income or principal or any part thereof until the same shall be paid to such. beneficiary by the Trustee. No income or principal shall be subject in any manner to any claim of any creditor of any beneficiary or liable to attachment, execution or other process of law prior to its actual receipt by the beneficiary. ARTICLE SIXTEENTH Resolution of Conflict, Incontestabili ,and Specific Omissions Resolution of Conflict. Any controversy between the Trustee or Trustees and any other Trustee or Trustees, or between any other parties to this Trust, including Beneficiaries, involving the construction or application of any of the terms, provisions, or conditions of this Trust shall, on the written request of either or any disagreeing party served on the other or others, be submitted to arbitration. The parties to such arbitration shall each appoint one person to hear and determine the dispute and, if they are unable to agree, then the two persons so chosen shall select a third impartial arbitrator whose decision shall be final and conclusive upon both parties. The cost of arbitration shall be borne by the losing party or such proportion as the arbitrator(s) shall decide. Such arbitration shall comply with the commercial arbitration rules of the American Arbitration Association, 140 West 51st Street, New York, New York 10200. Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 16 Incontestability. The beneficial provisions of this Trust Agreement are intended to be in lieu of any other rights, claims, or interests of whatsoever nature, whether statutory or otherwise, except bona fide pre-death debts, which any Beneficiary hereunder may have in Grantor's Estate or in the properties in trust hereunder. Accordingly, if any Beneficiary hereunder asserts any claim (except a legally enforceable debt), statutory election, or other right or interest against or in Grantor's Estate, or any properties of this Trust, other than pursuant to the express terms hereof, or directly or indirectly contests, disputes, or calls into question, before any court, the validity of this Trust Agreement, then: a) Such Beneficiary shall thereby absolutely forfeit any and all benefi- cial interests of whatsoever kind and nature which such Beneficiary or his or her heirs might otherwise have under this Trust Agreement and the interests of the other Beneficiaries hereunder shall thereupon be appropriately and proportionately increased; and b) All of the provisions of this Trust Agreement, to the extent that they confer any benefits, powers, or rights whatsoever upon such claiming, electing or contesting Beneficiary, shall thereupon become absolutely void; and c) Such claiming, electing, or contesting Beneficiary, if then acting as a Trustee hereunder, shall automatically cease to be a Trustee and shall thereafter be ineligible either to select, remove, or become a Trustee hereunder. Specific Omissions. Any and all persons and entities, except those persons and entities specifically named herein, have been intentionally omitted from this Trust Agreement. If any person or entity shall successfully challenge any term or condition of this Trust Agreement, then, to that person or entity shall be given the sum of one dollar ($1.00) in lieu and in place of any other benefit, grant, or interest which that person or interest may have in the Trust Estate. ARTICLE SEVENTEENTH Separate Property The separate property of each Grantor, the income therefor and the proceeds from the sale thereof shall retain its character as separate property, notwithstanding the transfer to the Trustee. Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 17 The separate property of each Grantor shall be accounted for separately by the Trustee up until the time of death of the first Grantor hereunder. Unless the instrument of transfer expressly recites to the contrary, any property now or hereafter contributed by either or both of the Grantors shall be deemed to have been contributed in equal shares by both of the Grantors, and each Grantor shall he deemed to have a fifty percent interest in such property as such Grantor's separate property. It is the intent of the Grantors that all property transferred to this Trust hereunder shall be the joint property of the Grantors, in equal share of ownership, to maximize any and all benefits of the Credit Shelter Trust clause or Marital Deduction Trust clause hereunder in the event the total, aggregate net value of the estates of both the Husband/Grantor and the Wife/Grantor -after including the calculation of any lifetime taxable transfers made during Grantors' joint lifetimes, by either Grantor - is more than the "exemption equivalent" amount then available to exempt any part of Grantors' estates through the application and election of the Federal Unified Credit as defined under IRC section 2010 (as amended) and state death taxes as defined under IRC section 2011 against any transfer tax incurred as a result of any transfer of property as defined under IRC section 2001. ARTICLE EIGHTEENTH Perpetuities Savings Clause Notwithstanding any other provision of this instrument, the Trusts created hereunder shall terminate not later than twenty-one (21) years after the death of the last survivor of all Grantors and any other Beneficiary or Beneficiaries named or defined in this Trust living on the date of the death of the first spouse to die. The Trustee shall distribute each remaining Trust principal and all accrued or undistributed net income hereunder to the Beneficiary or Beneficiaries. If there is more than one Beneficiary, the distribution shall be in the proportion in which they are Beneficiaries; if no proportion is designated, then the distribution shall be in equal shares to such Beneficiaries. ARTICLE NINETEENTH Construction The validity and construction ofthis Agreement and the trusts created hereunder shall be governed by the laws of the Commonwealth of Pennsylvania. The words "child" and "children",wherever used in this Agreement, shall include not only the child and children of the person or persons designated, but also the legally adopted child and children of such person or persons, at the time in question. The word "issue", wherever used in this Agreement, shall include not only the child, children and issue of the person or persons designated, Declaration of Trust 1 g Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors but also the legally adopted child and children of such person or persons and the child, children or issue thereof, at the time in question. Any provision herein which refers to a statute, rule, regulation or other specific legal reference which is no longer in effect at the time said provision is to be applied shall be deemed to refer to the successor, replacement or amendment to such statute, rule, regulation or other reference, if any, and shall be interpreted in such a manner so as to carry out the original intent of said provision. For purposes of this Agreement, the disability or incapacity of an individual (including either of the Grantors or any Trustee) shall be conclusively established by a written state- ment signed by such individual's then attending physician and filed with the records of any trust established hereunder attesting that, in such physician's opinion, such individual is unable to manage his or her affairs. Such written statement shall be conclusive evidence of such fact, and any third party may rely on same in dealing with any trust established hereunder and shall not be obliged to inquire whether such individual is no longer under such disability or incapacity at the time of such dealings. Wherever used in this Agreement and the context so requires, the masculine shall include the feminine and the singular shall include the plural, and vice versa. The captions in this Agreement are for convenience of reference, and they shall not be considered when construing this Agreement. If under any of the provisions of this Agreement any portion of the trust estate would be held in trust beyond a date twenty-one years after the death of the last survivor of the Grantors and the beneficiaries hereunder in being when this Agreement becomes irrevocable; then, upon such date, the trust of such portion shall terminate and the principal, and any unpaid income thereof, shall be paid and distributed to the person or persons then living who would have been entitled to receive the income therefrom had the trust continued, in the proportions to which they would have been so entitled. ARTICLE TWENTIETH Binding Effect This Agreement shall extend to and be binding upon the heirs, executors, administrators, successors and assigns of the undersigned Grantors and upon the Trustee acting hereunder. Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 19 ARTICLE TWENTY-FIRST Short Name This Agreement and the trusts created hereunder may be referred to, in any other instru ent, by the name: "Edwin E. Goodhart, Sr. and Helen M. Goodhart Living Trust dated .7 ~; c~ ~ ". Any transfers to this Agreement or any trust hereunder may ref ter o the aforesaid name or to "Edwin E. Goodhart, Sr. and Helen M. G odhart as Trustees under Edwin E. Goodhart, Sr. and Helen M. Goodhart Living Trust dated_ ~~c~ J ~ ~, ~(7~ " with or without specifying any change in Trustee or any amendment to this Agreement. ARTICLE TWENTY-SECOND Memorandum of Trust Proving Existence A Memorandum of Trust signed by the initial Trustees of this Trust agreement and acknowledged before a Notary Public shall be conclusive evidence upon all persons and for all purposes of the facts stated in said Memorandum respective the terms of this Trust agreement and of the text thereof and of who are, from time to time, the Trustees hereunder. IN WITNESS WHEREOF,~the un ersi ed as Grantors and initial Trustees have executed this Declaration of Trust on ~ , by setting forth their signatures hereunto and as Trustees accept their pointment by signing this Declaration of Trust. Edwin E. Goodhart, Sr. Grantor/Trustee ~~ 1'~~i ~~ ~ Helen M. Goodhart Grantor/Trustee Declaration of Trust 20 Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND On ~ / Q ~ ~ ,before me, the undersigned officer, personally appeared dwin E. Goodhart, Sr. and Helen M. Goodhart, each known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the uses and purposes therein contained, in the capacities therein stated. IN WITNESS WHEREOF I hereunto set my hand and official seal. Sandra L. Dunlap, Notary Public West Middletown Boro, Washington County My Commission Expires Apr. 5, 2004 Member, PennsylvaniaAssociation otNotaries Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 21 SCHEDULE A TRUST ESTATE PROPERTY ~ 1 U C`'`St~ ~ ~ C~C1 mot' ~~ . ~C CSJ(/ ~! r ~ 705 ~9~ cti~~r~~~- -~~~ ~ /~m,~~s ~ f ~G ~ S~ ~r~ ~ ~ ~~a ~~ av ~i~ P oaf ~ C'C ~ ~! 3~0 ~~~-- ~' ~ 7~ -(P (~~ Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 22 saue~oNlouo! e l !oossb'etuen-dsuuad`lagwByy b00Z `S ~dy sa~idx ~luno~ uol6wysEM .o o ~~ !SSitutuo~ ~dy ol1gnd ~Ge o e MoIeIPPlW Ise SCHEDULE B leas ~pp~~u;ON'7 eap~~s M SCHEDULE OF CASH AND TANGIBLE PERSONAL PROPERTY (for itemized distributions) Grantor(s) hereby deliver(s) to the trustee(s) of said trust all of the cash and/or tangible personal property recorded and identified below which is to be distributed to the. person(s)/entity(ies) described below respective of each separate item. Cash Amount/Property Item ~~~~~ ~ ~~ Recipient ~~ ~~~ Grantor(s) Signature and Date _ 3 _Ge, t ~~ Declaration of Trust Edwin E. Goodhart, Sr. and Helen M. Goodhart, Grantors 23 SIXTH ADDENDUM TO AGREEMENT OF SALE This Agreement, made this '~~ 4 day of ~.~2.a~~t k~~ , 2004, by and between Edwin and Helen Goodhart, husband and wife, of 188 Clouser Road, Mechanicsburg, PA 17055 (herein referred to collectively as "Seller"), and Mid Penn Properties, Inc., of 440 Deerpath Road, HaiYisburg, PA (herein referred to as "Buyer"). WHEREAS, by Agreement dated October 2, 2003, Sellers entered into an Agreement of Sale (hereinafter "Agreement") with Gregory Myers for the sale of certain property located at 188 Clouser Road, comprising of approximately of 76 +/- acres, and WHEREAS, that agreement, and all of its subsequent addendums, was assigned to Buyer by an agreement dated February 16, 2004, anal WHEREAS, the parties now desire to further amend the Agreement and its addendums, and now, in consideration of mutual covenants and agreements herein contained, and intending to be legally bound hereby, the parties hereto do hereby agree as follows: 1. The original Agreement was for all of such property comprising approximately 76 acres. Tlie parties now intend to bifurcate the purchase of this property into two parcels as described in Exhibit A, attached hereto and incorporated herein by reference. Parcel A, consisting of approx>Inately 53 acres more or less as described, shall immediately be transferred to Buyer upon payment of a total purchase price of $426,915.00 payable as follows: A. Downpayment of $2,500.00, which has been. paid prior to the signing of this herein sixth addendwn. The remaining purchase price ($424,415.00) shall be paid in four equal payments of $106,103.75 as follows: i. The initial payment ($106,103.75) shall be payable at settlement. ii. All subsequent payments shall be made on December 21St of each year thereafter with the final payment occurring December 21, 2007. 2. Parcel B, comprising approximately 23 acres more or less as described, shall be purchased for the amount of $323,085.00, payable as follows: A. Downpayment of $2,500.00, which has been paid prior to the signing of this herein Sixth Addendum. The remaining purchase price ($320,585.00) shall be paid in full at settlement on Parcel B. 3. Seller's Mortgage. At the time of transfer of Parcel A as described hereinabove, Seller shall transfer Parcel A in fee simple to Buyer. Buyer shall provide Seller with a Note and Mortgage on the property to secure the amounts remaining unpaid. The Note shall provide payments as outlined above, but shall also authorize lot release for payments in the amount of $28,500.00 per lot to be released, to be applied against the principal balance remaining in accordance with the above schedule. Upon closing on Parcel A and payment of the initial payment due hereunder, Seller shall provide Buyer with lot releases for three (3) lots. 4. Settlement Date. The settlement date on Parcel A shall occur by no later than October 31, 2004. Settlement on Parcel B shall occur by no later thanCQcr!o ~~u 3l,ZoaG but may occur earlier provided that Seller has completed the property clean up required. 5. Conveyance. Seller shall provide Buyer with a special warranty deed for both parcels of property when such are transferred. The reference to the life estate to be retained by Seller shall only apply to a portion of Parcel B which shall be identified and agreed to by the parties prior to settlement of Parcel B. Parcel A shall not be subject to any life estate provisions. 6. Interest Payments. As required by Exhibit A of the original Agreement of Sale, interest in the amount o£ $102,000.00 shall continue to be paid in rnontl~ly instalhnents of $2,125.00 regardless of the remaining balance outstanding, until the complete amount of interest has been paid. 7. Assignment. Mid Penn Properties, Inc: may assign its rights under this Agreement of Sale to a related entity without advance authorization from Seller. However, assignment of its rights to an unrelated entity shall require advance written consent of the Seller. Buyer shall sign the Note and the Mortgage in form as substantially attached. IN WITNESS WHEREOF, the parties have executed this Agreement the day and year first above written intending to be legally bound and hereby affix their hands and seals. WITNESS SELLER: y ~ f~ -~~+ /,d.~F~ti/ ` .~ ~2}-t~L.~~i (SEAL) ~~R r ~~ - ~ ~. r~. ~--~2 ; - ~ ~ ~.--C` (SEAL) BUYER: (SEAL) SEVENTH ADDENDUM TO AGREEMENT OF SALE THIS ADDENDUM, made as of the Ib~' day of December, 2004, by and between Edwin E. Goodhart and Helen M. Goodhart, Trustees of the Edwin E. Goodhart and Helen M. Goodhart Living Trust dated July 21, 2002 (herein collectively the "Seller") and The NlcNaughton Company (herein the "Buyer") constitutes an amendment to the Agreement of Sale dated October 2, 2003, as amended (herein the "Agreement") The Agreement is incorporated by reference as though set forth in its entirety, and all terns in this Addendum have the same definition and meaning as in the Agreement. 2. Seller and Buyer agree that the time period for Seller to clean up the property, to include removing the items in and around the bane, is extended until July 31, 2005. The property is more particularly identified as Lot No. 1 on the Final Subdivision Plan of Edwin E. and Helen M. Goodhart Fann recorded in Plan Book ~ o _, Page ~3 in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania. Upon completion of the clean up, Seller shall provide written notice to Buyer confirming that the clean up has been completed. I11 the event Seller fails to clean up Lot No. 1 on or before July 31, 2005 as required, Buyer shall have the option, but not the obligation, to clean up Lot No. 1 and credit the monthly payments and costs of clean up towards the purchase price of Lot No. 1 at Settlement and to terminate the Agreement. 3. Following Buyer's receipt of written notice that the clean up has been completed, Buyer shall have a ninety (90) day time period within which to conduct any and all testing, including environmental testing, that Buyer deems necessary for the inspection of Lot No. 1. 4. Buyers agrees to make a quarterly interest payment to Seller in the amount of $2,0?0.88. 5. The obligations of Seller and Buyer shall survive the settlement on the transfer of title under the Agreement. 6. Buyer and Seller agree to execute and record a memorandum in the Office of the Recorder of Deeds in and for Cumberland County confirming that Lot No. 1 is under and subject to the terms and conditions of the Agreement. 7. All other ternis aild conditions of the Agreement are hereby ratified and confirmed by the parties hereto. 8. Tlus document maybe executed in any number of counterparts and by different parties hereto on separate counterparts, each of which when so executed and delivered shall be an original, but all such counterparts held together constitute one and the same instrument. IN WITNESS WHEREOF, the pa>,-ties hereto have executed this Addendum the date and year first above written. WITNESS ~~ ; 1, ;~ ~~ ~~- t ~--~ /~ - ATTEST: SELLER: EDWIN E. GOODHART AND HELEN M. GOODHART LIVING TRUST ,;~ ~; ~ Name: Edwin E. Goodhart Title: Trustee Name: Helen M. Goodhart Title: Trustee PURCHASER: THE MCNAUGHTON COMPANY By: ~~-~O~/ „~v Name: Title: 412682v1 Kelley Blue Book -Private Party Pricing Report -Ford, Taurus ~~~ ~ B "fHE TRWSTEU I~ESt?UII~E, r k~b,toal ~-- 1 .,..;~sertis; anent Page 1 of 3 y L Home > Used Cars > 1997 > Ford > Taurus > GL Wagon 4D > Equipment 1997 Ford Tauru s GL Wagon 4D Trade-In Value Private Party Value ~~~~ ~~,,, ~~~~~~~ ~~~;~ ~~~~ Suggested Retail Value Photo Gallery Compare Vehicles 1vEU~~ Condition Value Review -~•»~ ~ ExCe~~ t Consumer Ratings '~' en $3,1$0 Specifications ~ ° ~ _ '~. G40d $2,$05 t Shopping Tools ' - - Fair $2,375 More Photos Free CARFAX Record Check Auto Loan from 6.65% APR Compare Insurance Rates Payment Calculator Extended Warranty Quote ~PFryint For Sale Sign ~U1 ~i ~~~:1J i.Nf:A on Blue Book Classifieds"' Ford Taurus 30 Miles or less ZIP Code.17101 To View Ads, Click 3~ i~~R. U~~U lliA[ on Blue Book Classifieds'" Reach millions of shoppers on kbb.com, Cars.com, and other popular sites. Find out more, Click ~~~~ ~~~. Q~V~~ CAR. Compare Used vs. New Under $5,000 ~~ ~ ~ ~ Search Local Listings Sell Your Wagon Average Consumer Rating (26 Reviews) r~7~~7`i*+ Y.'~, 4.4 out of 5 Similar New Vehicles 2008 Ford Taurus Photos Pricirty 2008 Mercury Sa61e Photos Pricing Read Reviews Review This Vehicle http://www.kbb.com/KBB/UsedCars/PricingReport.aspx?Manufacturerld=15&Yearld=199... 07/31 /07 Kelley Blue Book -Private Party Pricing Report -Ford, Taurus Both New and Used Wagon To Vlew list, Click ~lE1V ANtITHER YEl11tlE Select Year... Or Search by Category Or Change ZIP Code Vehicle Highlights Mileage: 88,000 Engine: V6 3.0 Liter Transmission: Automatic Drlvetrain: FWD Selected Equipment Standard Air Conditioning Tilt Wheel Power Steering Cruise Control Power Windows AM/FM Stereo Power Door Locks Cassette More Results » Change Equipment Duai Front Air Bags Roof Rack Blue Book Private Party Value Private Party Value is what a buyer can expect to pay when buying a used car froi» a private party. The Private Party Value assumes the vehicle is sold "AS Is" and carries no warranty {other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also he used to derive Fair Market Value for insw once and vehicle donation purposes. Check Vehkle Title History Vehicle Condition Ratings Excellent $3,180 "Ex cl!ent" rtditi(7n means that liu:~ vellirlc--~ io,~ks r!ew, cs ir! exceriterEt rnc.,c:iranical r:orrdition and needs no reconditioning. 'Phis vellirle has nevt:r hail any parny o3~ body work and is tree of nrst. 'C'he yf.,huae has a clean tilde I?i>tx:ry and will l:rass a snxx; and cafc.,ty :n,pecaion. The engine cornpartrnent is clean, will? nn filric; ~f~~aks and is frt.e Uf any wear or visibii^ defects. The v. t i.:.lc? also tray ro!11p1e(f' and ~e i ti.;blc~~ s.. r~ic-r::~e~n +s. i „<s It. rn ,,^-:; of ail used ,:r.~hiileS fal In1:0 this category. (iootl $2,805 'Good" condition ,mans that the vt;~hicle i.<. Pr~c~ ;~f any mazer defects.. ~ his ve~hic:i~ has a clean title istory; t:he paint, body and interior have- only rninrr it any; blemishes; and '.here are no major nechanical problems. There should be little or no n.~<.t on the ~;ehic!e. i hr~ tares match and have sui%stantial q'ead wt:ar left, A "good" vehicle will net:d some reconditioning to be sold at retail, Most consumer et+ned vel?ides tad into this category.. Fair - a. $2,375 "Fair" condition means that the vehicle has some mechanical or cosmetic defects and needs Page 2 of 3 Estime 55_/mo ( ,> Get aPre-0 APR Your Credit Get a Free I http://www.kbb.coin/KBB/LJsedCars/PricingReport.aspx?Manufacturerld=15&Yearld=199... 07/31 /07 Kelley Blue Book -Private Party Pricing Report -Chevrolet, Celebrity ~~~~' B~ B THE TRUSTiFp RESCNJRCE. :7i9Vt:ri i'iP."li:'f7! Page 1 of 3 1.15E[~ ~f1T~ Home > Used Cats > 1988 > Chevrolet > Celebrity > Sedan. 4D > Equipment 1988 Chevrolet Celebrity Sedan 4D Trade-In Vaiue Private Party Value ~~~~ ~~~~ ", ~~~~Q1~ ~~M1 I I ~~tUC Suggested Retail Value Pheto Gallery Compare Vehicles ~E#-~~" ~~~~ Condition Value Blue Book Revie~~,~ ~~~~C_~"t~~ Excetlerlt $800 Consumer Ratings 5pectficatlons ~ _' ~~~"~ ~ Good $675 -~ ~ Fair $475 Shopping Tools Free CARFAX Record Check Auto Loan from 6.65% APR Compare Insurance Rates ,~ ~ ~ ~ ~ ~ ~ # ++~ ~~~+++ Search focal Listings Sell Your Sedan Payment Calculator Extended Warranty Quote Print For Sale Sign Vehicle Highlights on Blue Book Classifieds"' Mileage: 97,000 Engine: V6 2.8 Liter Transmission: Automatic: Chevrolet Drivetrain: FWD Celebrity 30 Miles or less Se4ected Equipment Change Equipment ZIP Code 17101 Standard To Ylew Ads, Click Air Conditioning Power Steering AM/FM Stereo SELL YU4[~ UJGU ~it1i on Blue Book Classifieds" Reach millions of shoppers on kbb.com, Cars.com, and other popular sites. Find out more, Click f111U I(l C ~~tTRI L.~1~ Compare Used vs. New Under $5,000 w-m--- advc http://www.kbb.comlKBB/IJsedCars/PricingReport.aspx?Manufacturerld=9&Yearld=1988... 07/31 /07 Kelley Blue Book -Private Party Pricing Report -Chevrolet, Celebrity Both New and Used sedan Blue Book Private Party Value Private Party Value is what a buyer can expect to pay wher! buying a used car from a private To View List, Cllck party. The Private Party Value assumes the vehicle is sold "As Is" and cantos no warranty (other ' s than the continuing factory warranty). The final sale price may vary tlepending on tl?e vehicle actual condition and local market conditions. This value may also be used to derive Fair Market ~~[~ `~~u[~ ~[~~~tie G 4 Value for insurance and vehicle donation purposes. select Year,.. Vehicle Condition Ratings Check Vehicle Title History Excellent $800 Or Search by Category e ~ heat" ccn, 'io, m'.+r; that: ,1t. t'•~i~. {~- tigk5, r~~ew, ~ ~*i oxr:eJr rt !r,c c ! ~ r~cal :cn,.fition Or Chan a ZIP Code and nerds no rncorc'ifu:! ing. TPu hi-.it! I. a. n ~c i!3 7 any p.rurt c Iu;dr ~ > . and i.' free of g rust., hhe vetucte has a :ke~at+ krtlt, t !,C ~:y and ..,is pGs-. 3 sn,ol~ 3 xi ,.fety ! ~speCt:ior. 7ha engine compa!iment is <ac:an, v.h:h nc `:iuiii im~aks and iS3 fi~e~,9 of any wear yr vlt+ikNct dek~cts. ~fhta vehicle also S?as cemp4ct,~~ and verifiahtt? s~'rvirc, record>. !_ess than `~ir;~o of all used vehkies fall into this category. G40d $675 "Good" condition means that tt,c~ vei'~it:fe's free of any n?~jor defects. This vehir'te has a c{ran title hisl:Ory, teat paint; body anti irtte~or h;;ee only n:.mer cif :blyi bl.n'iSlr('S, aitd there ar'e. nc major mechanicaS hrot 1t,rns. ~lltr:.re. shouiti t, . little or r c .!psi: on rnig v~-h!cJe. 'it,e ter s match ar!d have Substantial tread ~^rear ieYt. ~1 'good" vehicle w!n need snrne~ reCOr:dlt:i,,niny to he sold at retail. Ptost consumer ewn(gd veh!caes fail into this cat:etaory. Fair ,e ` ._.. $475 "Fair' condition means that the vehicle has some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. This vehicle has a clean title history, the paint, body and/or interior need work performed by a professional. The tires may need to be replaced. There may be some repairable rust damage. PQQr ~. ~ l~ f {# "Poor" c:onditrc-n means thdt Che `d cth iC4° r, 15 ~,e.•vr~rr., rnt>chanical andi er t.osrneCic detects and is ki poor rurut:rg condition, ~"~he ve.hicae may have pn:blern s that c:ar,not be readily fixed such as a damaged frame or a rust;eri-through bony. A vr~ibirritz with a branded tdle isaivage, flonCl, etc.; or unsubstantiated mileage is cane.idered "poor.' A vehicle in poor c;onditien may require arr indapt:rrdenC appraisal to dc~te,rmine. its value. Keifev Blrut Book ifoes not attempt t;n report a value on a "poor" vehicle because the value of cars in this category varies g;~eatiy, * Pennsylvania 7/31/2007 Accurate Condition Appraisal Change Condition Accurately appraising Che condition of a vehicle is an important aspect in determining its Blue Book value. Taking our 16 question condition quiz will ensure you know the correct condition rating. Page 2 of 3 http://www.kbb.com/KBBNsedCars/PricingReport.aspx?Manufacturerld=9&Yearld=1988... 07/31 /07 S. Brian Magaro Auctioneer 608 Magaro Road Enola, Pennsylvania 17025-1912 ? 17-732-7940 email: magaroauction a~ol.com AUCTION INVOICE SHEET For:Edwin E. Goodhart Estate Date: 12.18.200'7 Total proceeds from the personal property to date $ 2,533.00 Monies received on behalf of the Estate $ 2,533.00 Ezpenses: Commission of 20% on personal property $ 506.60 Advertising: $ NC On Site preparation, transport and negotiations in removal of personal property. 55.0 hrs @ $15.00 $ 825.00 Additional on site negotiations with prospective buyers of personal property and buildings that were removed from sale after contract was in place. 22 hrs @$30.00 $ 660.00 Total Ezpenses to date: Total due Estate at this time $1,991.60 <$1,991.60> $ 541.60 S BRIAN MAGARO - AUCTIONEER 627 ESCROW ACCOUNT 6087MAGARO OAD Date ~ ~ ~ ~ ~ ~ ~ 60-184/314 - ryOLA, 17025 Pay to the G, ~N ~ ~ ~ ~ ~// ~Q Order of t 1 `~~~ a C7 ~ / 1.1 U ~ `~ Dollars ~ "° Commerce Bank America's Most Convenient BanK'® C ~ - 1-888-YES-0004 ~ n ~ / For __cl _tl_------ "~ x:03 L30 L846~: 53 6 L4897 6ii' 0 ~_. Ol'l..Yn A.wa..,can ._.. _. __._. -, ~. Brian Magaro Auctioneer 608 Magaro Road Enola, Pennsylvania 17025-1912 ?1?-732-7940 email: rnagaroauction(a>aol.com AUCTION INVOICE SHEET For:Edwin E. Goodhart Estate Date: 12.05.1007 Total proceeds from the personal property to date $ 2,533.00 Monies received on behalf of the Estate $ 2,533.00 Expenses: Commission of 20% on personal property $ 506.60 Advertising: $ NC On Site preparation, transport and negotiations in removal of personal property. 55.0 hrs @ $15.00 $ 825.00 Additional on site negotiations with prospective buyers of personal property and buildings that were removed from sale after contract was in place. 18 hrs @ $30.00 $ 540.00 Total Expenses to date: Total due Estate at this time $1,871.60 <$1,871.60> Thank you for the opportunity to serve you and your auction needs. S. Brian Magaro Auctioneer $ 661.40 Additional items currently still under/in negotiations with prospective buyers as of 12.05.2007: Truck, Car and Tractor. J St 0 MEMBERS 1St FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Estate of: EDWIN E. GOODHART Date of Death: May 10, 2007 Social Security Number: 208-28-6224 265880-00 06/06/2005 $25.00 $.00 $25.00 None 265880-11 06/06/2005 $4,660.95 $.31 $4,661.26 None MBERS 15T FEDERAL~~EDIT UNION Danielle A. Kline Insurance Services Specialist June 28, 2007 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (717) 697-1161 wwwmemberslst.org Printed On: 06/15/2007 Asset COMBINED REPORT Edwin E Goodhart Page 1 Reported Values Account quantity Price Market As Of Edwin E Goodhart Edwin - NQ Trans MML Capital Guardian Asset Allocatio TRC44768626 Trans MML Capital Guardian Growth-Income TRC44768626 Trans Sel Fixed Account TRN44805103 Trans Sel MML Capital Guardian Asset Alloc TRN44805103 Trans Sel MML Capital Guardian Growth & I TRN44805103 Trans Sel MML T Rowe Price Eq Income TRN44810031 Trans Sel MML Capital Guardian Asset Alloc TRN44810031 Trans Sel MML Capital Guardian Growth & I TRN44810031 Trans Sel Fixed Account TRN44820210 Trans Sel Opp Global Security TRN44820210 Trans Sel MML T Rowe Price MidCap Growt TRN44820210 Trans Sel MML Capital Guardian Asset Alloc TRN44820210 Trans Sel MML Capital Guardian Growth & I TRN44820210 Sub Total Edwin - NQ Edwin -IRA Am Equity Future Plus 19 281236 Sub Total Edwin -IRA Combined Totals For Edwin E Goodhart Edwin E Goodhart ASBSTG W 2 Securities products and services are offered through MML Investors Services, Inc., 100 Corporate Center Dr, Suite 201 Camp Hill, PA 17011 Telephone:(717) 763-7365 This report has been prepared from information obtained from outside sources deemed reliable. However no guarantee is made as to the accuracy, reliability or completeness of the information. You should rely on the statements from the product sponsors as the official record of your account. 3,044.888 15.70 $47,808.23 05/10/2007 2,770.800 16.41 $45,464.46 05/10/2007 $93,272.69 15,455.120 1.00 $15,455.12 05/10/2007 1,385.109 13.50 $18,694.70 05/10/2007 1,318.485 13.24 $17,457.96 05/10/2007 $51,607.78 1,834.453 14.55 $26,695.12 05/10/2007 1,896.541 13.50 $25,597.46 05/10/2007 1,831.595 13.24 $24,252.01 05/10/2007 $76,544.59 19,270.530 1.00 $19,270.53 05/10/2007 1,171.110 17.10 $20,029.59 05/10/2007 1,878.800 11.02 $20,702.69 05/10/2007 1,449.604 13.50 $19,565.18 05/10/2007 1,484.160 13.24 $19,651.66 05/10/2007 $99,219.65 $320,644.71 16,657.740 1.00 $16,657.74 05/10/2007 $16,657.74 $16,657.74 $337,302.45 $337,302.45 ~esetForm • INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA l SS COUNTY OF CUMBERLAND ) COUNTY, PENNSYLVANIA File Number 21-07-0493 Persona] Representative(s) of the Estate of EDWIN E. GOODHART, SR. deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memoranda at the ends t 's inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of .~ 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) BRIDGET M. WHITLEY, ESQUIRE (Supreme CourtLD. No.) 33580 (Address) 17 SOUTH SECOND STREET, 6TH FLOOR, HARRISBURG, PA 17101 (Telephone) 717-233-1000 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. NO. 05/10/2007 188 Clouser Road, Mechanicsburg, PA 17055 208-28-6224 FIGURES MUST BE TOTALED PLEASE SEE ATTACHED (Attach additional sheets as needed) 115, 534.23 TOTAL: ~ 115,534.23 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 330/(i5)J Form RW-09 rev. I0.13.06 Estate of Edwin E. Goodhart Sr. Estate Inventory Valued as of Date of Death Cash & Cash Equivalents AG Choice Farm Credit Account Closing Balance $ 407.46 Central PA Teamsters pension payment due decedent 343.00 First Energy -refund check 61.20 Members 1st Checking Account #265880-11 4,660.95 Interest at Date of Death 0.31 Members 1st Regular Savings Account # 265880-00 25.00 PTL Class Action Suit proceeds due decedent 19.03 Suburban Heating -refund check 521.93 Total Cash & Cash Equivalents Tangible Personal Property 1988 Chevrolet Celebrity @ Kelley Blue Book Value $ 475.00 1997 Ford Taurus GL @ Kelley Blue Book Value 2,375.00 Household Goods and Personal Property @ net auction proceeds 541.60 Total Tangible Personal Property Par Value Mortgages & Notes Promissory Note (McNaughton & Co., obligor) securing a mortgage on the sale of real estate, dated 12/16/2004 (remaining payment due) $ 106,103.75 Total Mortgages & Notes Total Inventory $ 6,038.88 3,391.60 106,103.75 $ 115,534.23 Page 1 ~~~~~~~~ ~ ~~~~ lam' ATTORNEYS AT LAW SKARLATOS & ZONARICH BUILDING 17 SOUTH SECOND STREET, 6TH FLOOR HARRISBURG, PENNSYLVANIA 1 7 1 01-2039 (717) 233-1000 TELE FAX (717) 233-6740 WWW.SKAR LATOSZONARICH.COM Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 August 6, 2008 RE: Estate of Edwin E. Goodhart No. 2107-0493 Dear Sir or Madam: I am enclosing for filing an original and one copy of the Pennsylvania Inheritance Tax Return and Cumberland County Inventory. Please time-stamp the extra copies and return to me in the self-addressed, stamped envelope. Also enclosed is a check in the amount of $30.00 in payment of the filing fees. Thank you for your assistance in this matter. Enclosures Sincerely, Sharon K. Shaffer ~" Estate Administrator `~~~ - ~~ ~. _. ?-o ~- ,_ ~.~ -' ____ i -~ ~ - ._ - ~7 1V - --1 ~=~ _ GJ A MEMBER OF LAW PACTS"' - AN INTERNATIONAL ASSOCIATION OF INDEPENDENT BUSINESS LAW FIRMS