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12-08-09 (2)
15056051058 REV-1500 EX (06-05) ONLY OFFICIAL USE PA Department of Revenue County Code Year File Number Bureau oflndividualTaxes INHERITANCE TAX RETURN ----- ~ PO BOX 280601 NT DECEDENT 2 L -~ ~ - ^--- G 0 9 ~! ~ 3 g Hanisburg, PA 17128-0601 R ESIDE , 1 ENTER DECEDENT INFORMATION BELOW Socal Security Number Date of Death Date of Birth ~ 208-42-3556 ~ ' 04/08/2009 ! 10/04/1962 i _ ___ _ ..._ Decedent's Last Name _ _. __ __ Suffix Decedent's First Name MI Goodhart ~ ;Mrs ~ Lisa ( K _ _ __ __ _ _ _ _-.. _a _... . _ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Goodhart ~ j Mr. William H Spouse s Social Security Number - -- THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum ® 2. Supplemental Retum C~ 3. Remainder Retum (date of death prior to 12-13-82) t~ 4. Limited Estate oD 4a. Future Interest Compromise (date of C~ 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust _. ~_ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SH ULD BE DIRECTED T0: Name Daytime Telephone Number Michael A. Scherer, Esq '~ 717 249-6873 ( ) r. ~ ;Carlisle ~ PA 117013 ~ - -- - _ - - _ _ _ __ ~ ,_ ~ t.__ .._ -_ ~ - -. Correspondent's a-mail address: Under penalties of pery'ury, I declare that I have examined this return, including accompanying schedules and statements, and to the bast of my knowledge and belief, k is true, correct and complete,~Dedaf~tion of preparer other than the personal representative is based on all information of which preparer has any knowledge. ~~s~J W >~ ~~ Imo. (!~.~-L, s (, 1~i~ l~o~ 3 SIGNATURE' !// // ~~i; ~fi/// HAN REPRESENTATIVE ..DATE ' ~ ~ .^- ADDRESS f OI N /. ~~ ~ ~~ ~'~.. 1. ~I I ~ 1 s ~ ~P ! ~ 'D ~ ,~ r PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 .,::Ra _.,,~ ,:: ~ <`~:~ -~~~! +"'F'r ~-"7 1...... ~ ....~ ~; '} I 'r't ~~ ~'~ a REV-1500 EX Decedent's Name: LISA RECAPITULATION 15056052059 K Goodhart Decedent's Social Security Number 208-42-3556 227,985.00 1. Real estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) 2, 57,868.00 ', 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 2,589.02 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. ', ~..._._„___ ......_.._...__...~_._._.,.e______.~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. ', 1,121.55 8. Total Gross Assets (total Lines 1-7) .................................... 8. 289,563.57 9. Funeral Ex enses & Administrative Costs Schedule H ..................... 9. '~ P ( ) 27,053.83 ' 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............. ... 10. I 80,816.73 11. Total Deductions (total Lines 9 8 10) ................................ ... 11. ' 107,870.56 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 181,693.01 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which `~~~~~"""_~___ __..."~~ ~~~"~~ ~~~~~ ( ) ..................... an election to tax has not been made Schedule J ... ~ 13. 0.00 14. Net Value SubJect to Tax (Line 12 minus Line 13) ..................... ... 14. ~', 181,693.01 ' 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 .0 0 ~ 71,725.14 j -- -- 15, --- __ ____ 0.00 16. .... ... ~ Amount of Line 14 taxable at lineal rate x .0 45 ......"~ ~ "~-,..... __..,...._.. _"~~"'Y109,967.87 ~ __..._.._...._,._._.._._ 16, __...._.~.._.._..._.. ~._._.._._._.~.._.m 4,948.55 17. ,. Amount of Line 14 taxable - """"~~~"~"""~"" ~~-"_ _._._...~._.... _._.~._...~..,_._.I at sibling rate X .12 ~ ; 17. 18. Amount of Line 14 taxable ~ ' at collateral rate X .15 _ _.. .. _ ..... _.. 18. I.......~....__,...,_...... __..,.-..._..~ .............._....._....~..W.._~ 19. TAX DUE ...................................................... ...19.' 4,948.55', 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 O 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: Plle Number _„_. ____~ ~.______i' . _......__ __._ _.__. _ DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Lisa K Goodhart 208-42-3556 STREETADDRESS 7711 Wertzville Road CITY Carlisle STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 4,948.55 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C } (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 4,948.55 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable fo: REGISTER OF WILLS, AGENT ,~ ~: PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROP~tIATE BLOCKS 1. Did decedent make a transfer and: Yes No 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 ................................................................................................................ .......... ^ d. receive the promise for life of either payments, benefits or care? ............................................................ .......... ^ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................... .......... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .... .......... ^ Q 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .............................................................................................................. .......... 0 ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 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 the 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)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (11-08) ~pennsylvania SCHEDULE A ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBIER Lisa K. Goodhart 21-09-0389 All real property owned solely or as a tenant in wmmon must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowleidge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1 ~ 7711 Wertzville Road, Carlisle, PA 17013 227,985.00 Assessed value is $180,940 x 1.25 (common level ratio for Cumberland Cty) ~~ ~, ~, TOTAL (Also enter on Line 1, Recapitulation.) ;' 227,985.00 If more space is needed, insert additional sheets of the same size, REV-1503 EX+ (6-98) ' SCI~IEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FIDE NUMBER Estate of Lisa K. Goodhart 21-09-0389 All property jolntly~owned with right of survivorship moat be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDIJLE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Lisa K. Goodhart 21-09-0389 Include the proceeds of litigation and the date the proceeds were received by the estate. All properly Jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-A 510 EX+ (8-98) ., COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDI~LE 6 INTER-VIVOS TRANSFERS 8 MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER LISA K. GOODHART ~ ~ -n9 _0.3Qo 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 NUMBE DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIDNSHIP TO DECEDENTAND THE DATEDFTRANSFER.ATTACHACDPVOFTHEDEEDFORREALESTATE. DATE OF DEATH VALUE OF ASSET °~ OF DECD'S INTEREST EXCLUSION INAPPLICABLE TAXABLE VALUE ~ ~ Members 1st FCU Account # 174708-00 49.45 50 24.73 Joint Account with daughter, Emilian Goodhart p 2 Members 1st FCU Account# 174708-40 1,065.27 50 532.64 Joint Account with daughter, Emilian Goodhart p 3 Members 1st FCU Account# 117210-00 5.07 50 2.54 Joint Account with daughter, Kaitlyn Biggs p 4 Members 1st FCU Account# 117210-11 7.38 50 3.69 Joint Account with daughter, Kaitlyn Biggs p 5 Members 1st FCU Account # 117210-40 532.38 50 266.19 Joint Account with daughter, Kaitlyn Biggs p 6 Members 1st FCU Account # 161317-00 54.88 50 25.44 Joint Account with daughter, Allison Goodhart p 7 Members 1st FCU Account # 161317-40 532.65 50 266.32 Joint Account with daughter, Allison Goodhart p 8 Ameriprise IRA 39,215.00 100 100.00 0.00 Not in pay status -decedent not age 59.5 p TOTAL (Also enter on line 7 Recapitulation) S I I 1,121.55 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDI~LE N FUNERAL EXPENSES & ADMINISTRATNE COSTS ESTATE OF FILE NUMBER Lisa K. Goodhart 21-09-0389 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t' Malpezzi Funeral Home, 8 Market Plaza Way, Mechanicsburg 17055 9,781.95 !, B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)IEIN Number of Personal Representative(s) _ Street Address City .State Zip Year(s) Commission Paid: 2. Attorney Fees 12,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 claimant'William H. Goodhart street Address 7711 Wertzville Road city Carlisle state PA .Z;p 17013 Relationship of Claimant to Decedent Husband 4. Probate Fees 475.00 5. Accountant's Fees 450.00 6. Tax Return Preparer's Fees 7. Sentinel Newspaper ' 261.88 s. Cumberland Law Journal I 75.00 s. Overnight Mail Fees 10.00 TOTAL (Also enter on line 9, Recapitulation)', s 27,053.83 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-08) pennsyLvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 • Members First FCU Home Equity Loan#31889-10 total debt $119,153.94 Qoint with William Goodhart) i 59,576.97 2. NCO Financial: Sprint 447.88 3. Estate Recoveries, Inc: American Express 1,655.07 4. Estate Recoveries, Inc: Sam's Club 347.57 ~I 5. DCM Services, Inc: Target 3,378.32 6. Phillips and Cohen: Chase Bank 1,022.88 7. Discover 414.60 8. Members First FCU: Visa # 8893 total debt $7,306.22 (joint with William Goodhart) 3,653.11 9 Members First FCU: Visa #0870 total debt $8,123.61 (joint with William Goodhart) 4,061.80 10. Members First FCU: overdrawn account number 31889-11 i 124.13 11. FIA Card Services: Bank of America i 6,134.40 TOTAL (Also enter on Line 10, Recapitulation) I S ~ 80,816.73 If more space is needed, insert additional sheets of the same size. REV-1813 EX+ (9-00) +, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDI~LE J BENEFICIARIES ESTATE OF FILE NUMBER ESTATE OF LISA K. GOODHART 21-09-0389 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Oo Not List Trustee(s) OF ESTATE ~ TAXABLE DISTRIBUTIONS [ndude outright spousal distributions, and transfers under Sec. 9116 (a) (1.211 1 • Emilian Goodhart Daughter 2• Kaitlyn Biggs Daughter 3• Allison Goodhart Daughter ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET Q NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. William H. Goodhart B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I s (If more space is needed, Insert additional sheets of the same size) ~_ ~_ REV-1514 EX+(12-03) SCNEDt~LE K . , LIFE ESTATE, ANNUITY COMMONWEALTH OF PENNSYLVANIA & TERM CERTAIN INHERITANCE TAX RETURN RESIDENT DECEDENT Check Box 4 on REV-1500 Cover Sheet ESTATE OF FILE NUMBER LISA K. GOODHART 21-09-0389 This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Aipha Volume for dates of death frorh 5-1-89 to 4-30-99, and in Aleph Volume for dates of death from 5-1-99 and thereafter. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. ® Will ^ Intervivos Deed of Trust ^ Other N `''`~ LtFl=~t~rifzwr{s) ~ .i,rtE aF . ~ pA !~ ''~' ~ ~ 'P%l 8LE William H. Goodhalt 06/24/1948 61 ®Life or ^ Term of Years ^ Life or ^ Tenn of Years ^ Life or ^ Term of Years ^ Life or ^ Term of Years ^ Life or ^ Term of Years 1. Value of fund from which life estate is payable ..........................................$ 2. Actuarial factor per appropriate table ................................................ . Interest table rate - ^ 3 1/2% ^ 6% ^ 10% ®Variable Rate 2.6 181,693.01 0.39476 3. Value of life estate (Line 1 multiplied by Line 2) ......................................$ 71,725.14 . .' NAiIE(6) OF UFE ANNUfT1iKF(S) " . . f)}IT8 OF~~iRTH ~ ~f ~,~° A1~ ~VAB E ^ Life or ^ Term of Years ^ Life or ^ Term of Years ^ Life or ^ Term of Years ^ Life or ^ Term of Years 1. Value of fund from which annuity is payable ............................................$ 2. Check appropriate block below and enter corresponding (number) ......................... . Frequency of payout - ^ Weekly (52) ^ Bi-weekly (26) ^ Monthly (12) ^ Quarterly (4) ^Serni-annually (2) ^ Annually (1) ^ Other ( ) 3. Amount of payout per period ........................................................$ 4. Aggregate annual payment, Line 2 multiplied by Line 3 .................................. . 5. Annuity Factor (see instructions) Interest table rate - ^ 3 1/2% ^ 6% ^ 10% ^Variable Rate 6. Adjustment Factor (see instructions) ................................................. . 7. Value of annuity - If using 31/2%, 6%, 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 ..........................$ If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3 ..................................................$ NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resulting life or annuity interest(s). should be reported at the appropriate tax rate on Lines 13 and 15 through 18. (If more space is needed, insert additional sheets of the same size) o-. LAST WILL AND TESTAMENT OF LISA R. CbODHART I, Lisa K. Goodhart, of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wi~.ls and codicils heretofore made by me. FIRST 9 ~~ I direct the payment of my legally enforceable debts and the expenses of my last illness and funeral from my estate as soon after my death as com~eniently may be done. If there be no cemetery lot available for my interment, awned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefor funds from my estate, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, in this connection, I authorize my personal representative to expend funds from my .estate, ilZ such amount as my'personal representative shall consider necessary and desirable, for the purchase, erection and inscription of a suitable marker for my grave. SECOL~ID I bequeath my PNC Bank stock to my children in equal shires. 1R1LW In the event my Husband, William H. Goodhart, shall survive me, I give, devise and bequeath the real estate used together by us as our` home situate at 7711 Wertzville Road, Carlisle, G~mberland County, Pennsylvania, together with all household goods and furnishings therein, to my Husband, William H. Goodhart, for his life so long as he desires to use such premises as his hens and pays all costs of maintenance thereof, including taxes, assessments, insurance and ordinary repairs, said property to be insured in a reasonable amount insuring the interests of the renainderman as well as himself. Upon the death of my husband or at such prior time as he no longer uses said premises as a hone for himself, I give, devise and bequeath said real estate together with all household goods and furnishings therein to my children, in equal shares. FOURTH I give, devise and bequeath the rest, residue and remainder of my estate of whatever nature and wherever situate to my husband, William H. Goodhart, if he shall survive me by thirty (30) days. In the event my Husband predeceases me or fails to survive me by thirty (30) days, then I give, devise and bequeath the rest, residue and remainder of my estate to my children in equal shares. FIFTH In the event a portion of my estate passes to an heir under the age of twenty (20) years old, then that portion of my estate passing to the heir shall be placed with my friend, Sharon Anderson of Cumberland bounty, Pennsylvania, as TRUSTEE, under the following conditions: l 1. My Trustee shall pay principal and income to or for the benefit of the heir during his or her life as my Trustee, fro~tt time to time, shall deem advisable for the health, maintenance, support and complete education of such heir and the members of his or her immediate family. In addition, my Trustee in his sole discretion may advance principal to said beneficiary against the fractional shares to be advanced hereunder for the costs of marriage, or the purchasing of a hams or costs of entering a business or profession if my said Trustee shall deem such expense reasonably prudent. 2. Notwithstanding the foregoing provisions, after attaixmeent of twenty (20) years, each heir may withdraw the entire remainder of said principal and undistributed incc~tte. 3. In the event of the death of a trust beneficiary prior to age twenty (20) then my Trustee shall distribute any remai_n~ng principal and interest as such beneficiary shall appoint by specific reference to this power in his or her will, or if such power is not exercised in full, the txnappointed principal shall be distributed to his or her issue, per stirpes, or in default of such issue, to my issue, per stirpes; provided, however, any portion of such principal, which would be distributed to any beneficiary for wham a trust is then held hereunder, shall be added to such trust. 4. Should the principal of any trust herein provided for be or became too small in my Trustee's discretion to make establishments or continuance of the trust advisable, my Trustee may distribute the retraining principal and any accumulated or undistributed income outright to the beneficiaries in the proportions to which they are then entitled to. The receipts and releases of the distributees will terminate absolutely the rights of all persons who might otherwise have future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account with the court. SIXTH I direct that no trustee, executor, guardian or other fiduciary named, nominated, or appointed by this my. Last Will and Testament shall be required to post any bond or give any security of any type for arty purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct that the law of the Comaanwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. SEVENTH My executor and trustee shall have the following powers in addition to those vested in them by law and by other provisions of this Will, applicable to all property, real, personal or mixed and wheresoever situate, including property held for minors, whether principal or income, exercisable without court approval, and effective, with respect to each item of said property until actual distribution thereof. A) To retain, as investments of my estate or trust, arty or all assets of my estate, real, personal, or mixed, without regard to any principal of diversification, and to purchase and acquire real or personal property and to hold any or all of such real and personal property retained or acquired without making the same productive of incoane. B) To permit the children, or any of them, to occupy an~ real estate retained or acquired upon such terms and conditions as my executor or trustee shall deem proper . C) To pay all taxes, charges and expenses of maintenance, upkeep, improveRnents, development, protection, preservation and investment of any retained or acquired real or personal property, such payments to be made fran either principal or income as my executor or trustee shall determine. D) To retain or invest any and all funds, whether principal or incase, in any real or personal property without restriction to legal investments; to purchase investments at premiums; to exercise all rights of a security holder or share holder in any corporation; and to lease, mortgage, pledge, give options upon or sell at public or private sale and without approval of any court, any real or personal property, or portion or portions c thereof, irrespective of the manner or the means by which the same wras acquired by my said executor or trustee. E) To make payment or distribution herein provided for in cash, kind or partly in cash and partly in kind, at valuations fixed by my executor or trustee at the time of distribution. EIGHTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or incase, payable to an heir, or any of them, shall be made upon the sole receipt of the respective individual to when the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of at~r such beneficiary. NINTH In the event I am not survived by my husband, William H. Goodh~rt, I appoint my step-daughter, Lisa Geiler guardian of any of my children who may be minors at the time of my death. - - i -- - - _ TEN'TIi I appoint my husband, William H. Goodhart, Executor of this my Last Will and Testament. Should my said Executor fail to survive me or for any reason fail to qualify as Executor, then I appoint my mother, Judith Brandt of Cumberland County, Pennsylvania, Executrix of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of seven (7) typewritten pages, the first five (5) of which bear my signature in the margin for the purpose of identification, this / Z ~ day of September, 1996. (SEAL) Lisa K. Goodhart Signed, sealed, published and declared by the above named testatrix, Lisa K. Goodhart, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our nags as witnesses . ,,( ,~,~i= ADDRESS I~Z ~• ~~ ~.c~ur~ rJ~ I7~~ r OQM!~WEALTH OF PENIldSYLVANIA SS. C!O~UNI'Y OF GC]NIBERLAND We, Lisa K. ~oodhart, /~~6~~t ~ ~ SC-6r~~ and ~SC,(~l.Q h (\~~~ ,the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument of her Last Will aiad Testament, and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as witnesses, and that to the best of their knowledge, the testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Swam to and subscribed before me this ~o?`~ day of September, 1996. ~ Notarial Seal Jennifer S. Calaman, Notary Public Carlisle Boro, Cumberland County My Commission Expires Nov. 29, 1999 Member. Pennsylvania Association of Notaries ' _ _ _ Dec 08 09 11:OOa Malpezzi Funeral Home 71769'72414 p,1 • Malpezzi Funeral Home • S Market Plaza Way • MeehanicsburC, PA I?055 (717)697-4696 December 8, 2009 RTiliiarn H. Goodhart 7 7 I 1 ZrJertzville Road Carlisle, PA 17013 The Funeral Service for Lisa Kay Goodhart 'V4`e sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. TFIE FOLLOI~VING I5 :1N ITEMIZED STATEy1ENT OF'CHE S~RV1C'ES, FACILITIES, AUTOMOTIVE EQUIPMEN"C, AND MERCHANDISE THAT YOU SELEC'T'ED u'HEN MAI{1NG "1'HE FUNER.^.L ARRA\GEMENTS. 1. PROFESSIO\AL SERVICES Ser.•ices of Funeral DirectonStaff $275.00 FUNERAL HOME SERVICE CHARGES $4275 00 SELECTED MERCHANDISE,: Stccl Protective Casket $2785.00 Guardian Vault $990.00 Register Package $17 5.00 THE COST OF OUR SERVICES, EQUIPMENT, AND bERCHANDISE THAT YOU HAVE SELECTED 58165.00 AT THE TlA4L-' FUNERAL ARRANGEMENTS b~"ERE MADE. WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN " ACCOM!~rODA fION. THE FOLLOWING IS AN.aCCOL7~TlNG FOR THOSE CHARGES. CASH_4DVANCES Opening Grave $^, S ~~AO Cemetery Equipment $160.00 Ce:ti#icd Death Certificates $56.00 Neti;~spaper Notices -Patriot $~R~ I? Newspaper Notices- Sentinel $14~'b Flowers TOTAL CASH .4DVA:YCES AND SPECIAL CHARGES $212.00 $]616 95 SLB-TOTAf. S9781.9 INITIAL PAYMENT i DISCOL~VT /CREDITS ----- ----- TOTALAMOUNT DUE ----- 59781.95 TaxDB Result Details Page 1 of 1 • Detailed Results for Parce121-OS-0431-009A in the 2004 Tax Assessment Database DistriCtNo 21 Parcel ID 21-OS-0431-009A MapSuffix HouseNo 7711 Direction Street WERTZVILLE ROAD Ownerl BIGGS, LISA K C/O C/O LISA K GOODHART PropType R PropDesc LivArea 2736 CurLaudVal 61440 CurImpVal 119500 CurTotVal 180940 CurPrefVal Acreage 3.61 C1GrnStat TaxEx 1 SaleAmt 1 SaleMo 04 SaleDa O 1 SaleCe 19 SaleYr 92 DeedBkPage 00350-01143 YearBlt 1977 HF File Date 11/12/2004 HF Approval_Status A Cunnbtrl~~ ~( ~~~'~ 7• ~~ o~ ~ 6.3°' oq f $o, 9Ko x 1.2G Z2~ 9 $s l•ZG httl~://taxdb.ccpa.net/details.asp?id=21-OS-0431-009A&dbselect=l 12/6/2009 I __ W1l:JUW i.JPLL..I..KCIi.L.L.is.l.lJ.u~l na_to»iuw reauwroai The PNC Financial Services Group, Inc. -Sale Advice 12009 Tax Form 1099-B Cortected (if checked) Copy B -For Recipient Form 1099-B -Proceeds from Broker and Barter Exchange Transactions 2009 This is importard tax irddormadon and is baMg hxrtishad to the Internal Revetwe Service. IF you are required to file a return, a negligence penalty or other sancdon may be imposed on you'd this income is taxable and the IRS determines tint it has not been reported. WILLIAM H GOODHART EX EST LISA K GOODHART Recipient 7711 WERT2VILLE RD CARLISLE PA 17013 Date of Sale 'b CUSIP No. z Stocks, Gross Proceeds or Exchange Bonds, etc. ($) Reported to IRS 25 Sep 2009 693475105 83,063.28 Yes FEDERALINCOME ~ TAX WITHHELD (S) Description: Name of Issuer Transaction 0.00 THE PNC FINANCIAL SERVICES GROUP Sale - SP1 E: Computershare will report the amount in Box 2 to the IRS. The dfference between the gross proceeds amount in Box 2 and the net proceeds you received represents any fees, charges, or withholding taxes you may have paid. Payer's Details COMPUTERSHARE PO BOX 43010 PROVIDENCE RI 02940-3010 Form 1099-B (Keep for your records) Summary This advice is a result of the sale of Plan andlor Direct Registration shares. Trade SharesNnits Pricy Per Gross Amount Deduction Deduction Net Amount DatelTime Transaction Description Sold SharelUnit {$) I of Sales ($) I Amount ($) Type of Sale ($) 09/25/200914:02 Sale 1,850.000000 44.899072 83,063.28 200.00 Transaction Fee 82,863.28 Computershare Trust Company, NA., as ageM,ppon written regrcest, will provide the name of the execugng broker dealer associated with the transactlon(s), and within a reasonable amount of time will disclose the source and amount of compensation received from third parties in conrletdiort with the transaction(s), if any. N trade time is not included above, it may be available upon written request 71UTX PNC '~' 001CD70008 OOHX2E{FT) PLEASE CASHIDEPOSR THIS CHECK PROMPTLY. ~C ~ Harris Central N.A. ~a1~a Roselle, Illinois 7t9 Tire PNC Faarrcial Swices (croup VOID AFTER 6 MONTHS ~` , Pay to WILLIAM H GOODHART EX EST LISA K GOODHART 7711 WERTZVILI:E RD 'Cfiedc Numt~er. 000761217a CARLISLE PA 17013 30 Sep 2009 I.__ - i ~****82,863.28**** The sum of $"*'EIGHTY TWO THOUSAND EIGHT HUNDRED AND SIXTY THREE DOLLARS AND Compufershare TWENTY. EIGHT CENTS."" Autliorized'Paymg nt corr~pr,eeranare, Inc. 250 Royall St, Canton; MA 02021 Authorized SignarLre(s) Account Number 0010856931 Recipient's ID no. 266895693 Payer's Federal ID No. 43-1912740 OMB No. 1545.0715 Department of the Treasury -Internal Revenue Service II' 0 0 0? 6 i 2 L? 411' ~: 0? 19 L 5 5 8 0 ~: 0 4 ear 2 2 6.er to 3 2 eer 311' Historical prices for PNC (PNC Financial Services) -Google Finance Wgl~ Images i o Maps News ho i mail more • ~a~~~~ finance Get,quotes _. F~cample: "CSCO" or "Google" PNC Financial Services historical prices Watch this stock Show: Daily ~ Weekly Apr Date Open High Low Apr 9, 2009 34.86 38.97 34.13 Apr 8, 2009 32.05 32.23 30.33 Show rows: ! 30 Historical chart 3, 2009 _ Apr 8 2009 Update. --_ _ . _. Close Volume 38.48 16,857,553 31.98 7,126,609 1 - 2 of 2 rows Apr 8, 2009 Export Download to spreadsheet Google Finance Beta available in: lam. - an - ~C - G i~,.::i c {Chinas - ~::i -7 c? {Hong Konq~ Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be delayed. To see all exchange delays, please see._.d...iscl..a...m.e..r. ®2009 Google Google Home - IieIQ -Privacy Policv -Terms of Service ~!'+r~US , A BNY Mellon Company`" ' The Dreyfus Fund ACCOUNT STATEMENT 04/01 /09 through 06/30/09 Page 1 of 1 MBSC Securities Corporation, Distributor 405043130 For questions about your account please call 1-800-645-6561; in NYC 1-718-895-1206 or go to www.Dreyfus.com to view your account on line. ~C~' A'I'WA-Gi<.ANGE ~ F .... _ _. F91V 4973 GM.1-5.lOZ 119157 141345 1 1..1------- O99s70714. u3a90. 0001.1704u LISA K BIGGS 7711 WERTZVILLE RD CARLfSLE PA 17013-9021 Personal account. as of 06/30/09 Dividend/distribution summary This period Year-to-date Total Market Value $1, 467.02 Dividend income $5.57 $11.57 The Dreyfus Fund Account number: 0026-0006900476 Trade Shares this Total shares d_a_te Description Dollar amount Share price transaction owned Market Value as of 03/31/09 $1 , 268.91 $5.47 231 .977 06/30/09 Dividend Reinvest .02400 5.57 6.30 0.884 232.861 Market Value as of 06/30/09 $1, 467.02 6.30 232.861 S~{~ i /v(/J C~yy~72~~ Wovl(~ w.o~' /~,f~'i.~.A- ~v n'uc1 , ~f -,Uyc ~t ~ v fs ~s ~ r' d c , d. .~ 2 ~r ~ `c1. ~L N,; l i vs c ~ J. X167. o Z - ; ~ •~r ~~ ~ q- ~ ~ ~<ti~~ ~y -r ~~~rtc.- ~ ,2Uv 9 M ~ ~E' To purchase additional shares, make your check payable in U.S. dollars to: The Dreyfus Family of Funds and mail together with this slip to: The Dreyfus Family of Funds P.O. Box 105 Newark NJ 07101-0105 Minimum investment; $100.00 Amount enclosed: $ The Dreyfus Fund Fund Account#: 0026-0006900476 LISA K BIGGS 7711 WERTZVILLE RD CARLISLE PA 17013-9021 X If your address is incorrect, please make any changes above, have all registered ovmers sign and return this slip. Do not write in the white area below. D026 0006900476 0302010013 0000010000 5 I~ ~I MEMBERS 1't FEDERAL CREDIT iTNION SAVINGS ACCOUNT: Account Number/Suffix 31889-00 Date Account Established 11/29/1982 Principal Balance at Date of Death $1,122.00 Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $1,122.00 Name of Joint Owner None CHECKING ACCOUNT: Account Number/Suffix 31889-11 Date Account Established 10/16/1990 Principal Balance at Date of Death $-124.13 Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $-124.13 Name of Joint Owner None VISA ACCOUNT: Account Number 4287590010318893 Date Account Established 96 Balance on Date of Death 7 160.22 Joint Cardholder i iam oodhart LOAN ACCOUNT: Account Number/Suffix Date Loan Established Principal Balance at Date of Death Current Balance Loan Type Collateral Secured Interest Rate Name of Co-Borrower s c Ltti/u (,~ Z. 31889-10" 03/20/2006 $119,153.94 $74,722.19 Home Equity/Contractual Pledge of Shares 7711 Wentzville Road, Carlisle, PA 17013 6.39% William Goodhart "$43,884.67 paid by death coverage under Dept Protection Plan. Estate of: LISA K. GOODHART Date of Death: 04/08/2009 Social Security Number: 208-42-3556 RS 1sT F ERA CR I UNION Danielle A. Kline Insurance Services Specialist May 15, 2009 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 v~wwmemberslst.org MEMBERS 1St FEDERAL CREDIT UNION PRIMARY OWNER: EMILIAN GOODHART SAVINGS ACCOUNT: Acx:ount Number/Suffuc Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 174708-00 03!20/1998 $49.45 $.00 $49.45 Lisa Goodhart 03/20/1998 CERTIFICATES OF DEPOSIT: Account Number/Suffix 174708-00 Date Account Established 09/17/2007* Principal Balance at Date of Death $1,064.74 Accrued Interest to Date of Death $.53 Total Principal and Accrued Interest $1,065.27 Name of Joint Owner Lisa Goodhart Date Joint Ownership Established 09/17/2007 'Purchased by transfer of funds from 174708-00. M BERS 1sT FEDERAL REDIT UNION Danielle A. Kline Insurance Services Specialist May 15, 2009 Estate of: LISA K. GOODHART Date of Death: 04108/2009 Social Security Number: 208-42-3556 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 w~wwmemberslst.org MEMBERS 1gt FEDERAL CREDIT UNION PRIMARY OWNER: Kaitlyn Bis>!~ts SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Princpal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 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 Date Joint Ownership Established CERTIFICATES OF DEPOSIT: 117210-00 10/16/1990 $5.07 $.00 $5.07 Lisa Goodhart 10/16/1990 117210-11 07/03/2008 $7.38 $.00 $7.38 Lisa Goodhart 07/03/2008 Account Number/Suffix 117210-40 Date Account Established 09/17/2007* Principal Balance at Date of Death $532.38 Accrued Interest to Date of Death $.27 Total Principal and Accrued Interest $532.65 Name of Joint Owner Lisa Goodhart Date Joint Ownership Established 09/17/2007 *Purchased by transfer of funds from 117210-00. M BERS 1sT FEDERAL CREDIT N~ION ielle A, line Insurance Services Specialist May 15, 2009 Estate of: LISA K. GOODHART Date of Death: 04/08/2009 Social Security Number: 208-42-3558 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org MEMBERS 1't FEDERAL CREDIT UNION PRIMARY OWNER: Allison Goodhart 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 Date Joint Ownership Established CERTIFICATES OF DEPOSIT: 181317-00 08/20/1996 $50.88 $.00 $50.88 Lisa Goodhart 08/20/1996 Account Number/Suffix 181317-40 Date Account Established 09/1712007• Principal Balance at Date of Death $532.38 Accrued Interest to Date of Death $.27 Total Principal and Accrued Interest $532.65 Name of Joint Owner Lisa Goodhart Date Joint Ownership Established 09/17!2007 'Purchased by transfer of funds from 161317-00. M BERS 1sT FEDERAL CREDIT}~ION a ielle A. Kline Insurance Services Specialist May 15, 2009 Estate of: LISA K. GOODHART Date of Death: OM08/2009 Social Security Number: 208-42-3558 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org 11!16!2009 16:31 Ft1fi 202 686 3645 • 1804 Washington t31vd. • Mailstop 4~0 Dept 02 I3ahimore, MD 21230 Toll Free: ] -800-974-9728 Fax: 4~t3~263-3092 November 1 G, 2009 Lisa K. Goodhart C/o Michael Scherer 19 West S StI-eet Carlisle, PA 17013 NCO FIN!~NCIAL SYSTEir1S X002 IVCU Finaneial Systems, Inc. UFFICI; HOURS: Sam ~ 8pm Monday thru Thursday Sam -Spm Friday Sam - 12 pm Saturday Re: Estate of: Lisa K.Goodhart Creditor: Sprint NCO 1'ilc No; 1:G0618 Account No: 702$54088 Dear Lisa K. Goodhart C/o Michsiel Scherc;r: The purpose of this letter is to continn the recent settlement we have agreed to in the above referenced [natter. [t has been agreed you will pay the sum of $455,88 on or before November 20, 2009. Once payment is received, the account of the creditor will be deemed filly satisfied. The payment should be made payable to Sprint. . Please reference our file number, shown above, on each payment. We greatly appreciate your cooperation in working with us to settle this mutter, cer JR W o r Proba anagement NCO Financial Systems, lnc. Phis is an attempt to collect a debt. Any information obtained will be used for• that purpose. This is a communication from a debt collector. PI_F.ASG 1LL-:TURN Tl~l[S POR'fTON WITH YOUR PAYMENT (MAKE SURF. ADDRESS SIIOWS Tl-TROUGH WINDOW) File # Due Date 'l'ots] balance IG06I8 November 2p, 2009 $4$5.88 Payment Amount: $G~ l .26 Make Payment To: Sprint NCO Financial Systems, Inc. 507 Pnidcntial Rcl. Horsham, PA 19044 NCO Ci 443-615-7637 To: 17172495755 7172495755 (2 of 5) i.L-16-2009 12:52 PM -0500 PU Box li380 Baltimore, Maryland 21220 D Address Service Requested FS T/ITE HEC9 V6NIE6, IN[;. Office How•s (Eastern Time) M - Th: 9am - 7pm --Fri: gam - Spm Ph: 866-794-1331 Fax: 443-~#>1-2702 IDENTIFYING INFORMATION ERI File Number: ARMS000001 1 761 1 Creditor Account Number: 372344607301001 ~ Creditor: American Express AccountlIolder: Lisa Goodhart ACCOLJNT BALANCE: $2,206.76 Michael Scherer, ESQ 19 4~' South St><•eet Carlisle, PA 17013 Dear Mr. Scherer: 11/16/09 We are pleased to advise you that the settlement offer we have discitssecl has been approved. The terms of this agreement are as follows: Settlement Amount: x1,655.07 Due Date: 11/20/09 A letter confirming that the account has been settled in full will be ionvarded to you once the Settlement Amount. is received. By accepting this amount American Express releases l;Corhoration or Individual) only of further liability on this specific account. No attempts will be made to collect the remaining balance. However, it should be noted that the account will continue to reflect the aforementioned balance which would need to be paid before American Express processes any future applications that you may choose to submit for American Express accounts or that an employer may submit on your behalf for an American Express Corporate Card. Not withstanding the foregoing, future applications may still be declined based on the credit criteria in place at the time the application is submitted. A letter confirming that the accocutt has been settled in full will be fotwarclecl to your once your payment has been reeeivecl and confinnecl. Please make check (s) payable to Estate Recoveries, lnc. and forward in the envelope enclosed with the remittance slip found at the bottom of this letter. To ensure proper posting, please write the ERI File number on your check or money order. If you have any' questions or require assistance with this matter, please contact us at 866-794-1321 Ext. (729). Whenever $600.00 1 or more of a debt is forgiven as a result of settling a debt far less than the balance owing, the creditor is required to report the amount of the debt forgiven to the Internal Revenue Service on a 10990 form, a copy of Fvhich will be mailed to you by the creditor. Sincerely, Mr. Chris Paff Est<1te Recoveries, Inc. NOTICE: SEE REVERSE SIDE FOR IA-IPORTANT INFORMATION ---------------------------------------------------------------------------------------------------- Michael Scherer, ESQ IDENTIFYING INFORMATION 19 «' South Street ERI File Number: ARMS000001 1 761 1 Creditor Account Number: 3723446073(11 CN t 1 Carlisle, PA 17013 Creditor: American Express SET'fLEA4ENT:~1170LJNT: $1,6i~.07 Make Check Payable To Estate Recoveries, Inc. PO Box 15380 Baltimore, lVID 21220 Remittance 8C 443-615-7637 To: 17172495755 7172495755 A(~(trPtiS $PPYtCP RPtt 11PStP(~ k4 •~•k Pll:gYf Wits. I•iL. Office How•s (Eastern Time) M - Th: 9am - 7ptn -- Fri: gam - 5ptti Ph: hG6-794-1322 Fax: 410-4 ~ 1-'701 PO Box 1~3~0 ~~~ Michael Scherer, ESQ 19 W South Street Carlisle, PA 17013 (4 of 5) 11-16-2009 12:53 PM -0500 IDENTIFYING INFORMATION Creditor: GE Consumer Finance Client: - - - -- Sam's Club j Primary Account Holder: :Lisa Goodhart ERI File Number: GECS00000069110 Account Ntunber: 7714220224~i67413 ACCOUNT BALANCE: $463.43 11/16/09 Dear Mr. Scherer: We are pleased to advise you that the settlement offer we hat e discussed has been appror•ed. The terms of this agreement are as follows: Settlement Amount: $.37.57 Due Date: 11/20/09 A letter confirm ing that the account has peen settled in full twill be fot~tvarded to you once the Settlement amount is received. Please make check (s) payable to Estate Recoveries, Itic and forward in the envelope enclosed with the remittance slip found at the bottom of this letter. To ensure proper posting, please write the ERI File number on your check or money order. If }-ou have any questions, or require assistance with this matter, please contact us at 1-566-794-1323 Ext. 7:+'?9. \rVhenever $600.00 or more of a debt is forgiven as a result of settling a debt for less than the balance owing, the creditor is required to report the amount of the debt forgiven to the Lztemal Revenue Service on a 1099C form, a copy of which will be mailed to you by the creditor. Sincerely, Iv1t. Claris Paff Estate Recoveries, Inc. Baltimore, Maryland 21~'_'~~ NOTICE: SEE REVERSE SIDE FOR IA•1PORTANT INFORMATION A•Iichael Scherer, ESQ IDENTIN'Y'ING INFORMATION ERIFile Number GECSO~itii~t;~06911i~ 19 W South Street Creditor Account ___ Number: 7714221 i??~i i67~413 Carlisle, PA 17013 C'rzditor: _ _ GE Consumer Finance ~COiTNT BALANCE: $347.>7 ~ni~untEnclosed; '~~ Make Check Payable To Estate Recoveries, Inc. PO Box 15380 Baltimore, MD 21220 Remittance gD 11/13/2009 15:08 7638528465 DCM SERIIICES PAGE 02/04 .. Services 4150 OLSON MEMORIAL HI6HWAY~ SUITE X00 MINNEAPOLISd MINNESOTA 554~~-4811 TELEPHONE 763-85z-8620 „ours (CST): 7;00 am - 9,00 pm M - TH 7:Da am - S:DO pm F FA:K 877-326-8784 8.00;am - 12:00 pm S TOLL-FREE 877-326-5G8i November ~..~, 2009 MIKESCHERER 19 W SOUTH STREET CARLISLE, PA 17013 Re: Estate of LISA GOQDHART Our Client: TARGET NATIONAL BANK ACCOUntNo: ************6645 Reference No: 5543437 Dear Sir or Madam: Enclosed please find an Agreement to Satisfy and Release Creditor's Claim filed in the foregoing estate. Please send oertif~ed funds (cashier's check, certified check or estate checlk) payable to TARGET NATIONAL BANK in the agreed to amount of $3378.32 and include Reference No 5543437. A return envelope has been provided for your convenience. You may also call our office tall-free at 1-877-326-5681 to pay with an electronic check. Thank you for your cooperation in this matter. Cordially, DCM Services, LLC This company is a debt collector. We are attempting to collect a debt and any information obtained will be used for that purpose. Calls may be monitored or recorded for duality assurance purposes. NQTiCE: SEE NEXT PAGE FOR IMPQRTANT INFaRMATIO~N - Aage 1 of ~ - 5.t1'R719I *"'Detach Lowe• Portion antl Return with PaymenC*"`* !5543437-7393-11.13.2009! DCM Servttes, LLC 4150 Olson Memorial Highway, Suite 200 • Minneapolis, MN 55422-4811 ADDRESS SERVICE REQUESTED November 13, 2009 The Estate of LISA GOODHART: MIKE SCHERER 19 W SOUTH STREET CARLISLE, PA 17013 Reference #:5543437 Client ID: Ta'RG31 Agreed to Amount: $3376.32 Checks Payable to: T~~RGET NATIONAL BANK Amount Enclosed: DCM Senr;ces -Payment Proce$sing Pa Box 9317 Minneapolis, MN 55440-9317 SA772779] 11/13/2009 14:48 3024551380 BAC ESTATE DEPT PAGE 02/02 FIA CARD S.ERVTCEs 1'.O. BOX 15409 WIL.MTNGTON DE 19850-5409 ESTATE OF LISA IC GOODHART 7711 WERTZVILLE RD CARLISLE PA 17013-9021-114 To: Michael Sherer From: Estate Department Date: November I3, 2009 Subject: Claim Release Account# 4264282865750167 changcdto 4264282999884155 Alease accept our condolences on the loss of LTSA K GOODHART If a payment of 56,13A.40 is received by November 30.2009, our claim against the estate will. be Satisl7ed. The amount of the settlement wilt be 56,1.30.40_ Please send payment by express service to FIA Card Services, Attn: Mike :budlek: D ES-014-02- 03, 1000 Samoset Drive, Wilmington, DE 19$84-2231. Rlease put the ncv~+ account n:~imber on the front of the payment. If you have any questions, or would like to arrange 'For payment aver the pltosae, pleas-: call Mike Dudlelc at (888) 221.-4299, Extension 30222, Monday through Thursday from 8 a.m. ta) 8 p,m., Friday 8 a_m. to S p.m. (F-astern Time). Res~.lly~ Mike Taudlek Senior Account Manager MEMBERS 1St FEDERALCREDTT UNION PRIMARY OWNER: William Goodhalrt SAVINGS ACCOUNT: Account NumberlSuffix Date Account Established Principal Balance at Date of Death Axrued Interest to Date of Death Total Prinapal and Accrued Interest Name of Joint Owner Date Joint Ownership Established HOLIDAY CLUBACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Acxrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established VACATION CLUB ACCOUNT: 136087-00 10/19/1993 $14.87 $.00 $14.87 Lisa Goodhart 11 /16/1993 136087-02 11!25/1994 $60.14 $.02 $60.16 Lisa Goodhart 11/25/1994 Account Number/Suffix 136087-03 Date Account Established 09/25/2001 Principal Balance at Date of Death $100.00 Accrued Interest to Date of Death $.01 Total Principal and Accrued Interest $100.01 Name of Joint Owner Lisa Goodhart Date Joint Ownership Established 09/25/2001 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 Date Joint Ownership Established VISA ACCOUNT: 138087-11 12/07/1994 $125.00 $.00 $125.00 Lisa Goodhart 12/07/1994 Account Number 4287590001380870* Date Account Established 02/19/2004 Balance on Date of Death ~8.123.61~~ Joint Cardholder LisaZ~ o hart *Contractual Pledge of Shares. ME ERS 1sT FEDERAL CR IT UNION ~~ ~ ~~ Danielle A. K it ne Insurance Services Specialist May 15, 2009 Estate of: LISA K. GOODHART Date of Death: 04!08/2009 Social Security Number: 208-42-3555 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 • wwwmemberslst.org IIIIIIII III IIIII IIIII II I II III IIIII IIII IIIII IINI IIIII IIIII IIIII IIII I II III IIIII IIIII IIII IIII P O. Bol 48458 Oak Rark, MI 48237 Return Service Requested 08/28/09 The Estate of: LISA GOODHART ~~ciC.f~ I~~~3 ~y pWZr~ ~ 1, 3 6 3.7A ~ s'~~ yr ~!I SOU k ~/z 7711 WERTZVILLE RD CARLISLE PA 17013-9021 I~~~III~~~III~~~~~~II~~II~I~I~~II~~~~~I~I~~~II~~~II~~~II~I~~II Phillips & Cohen Associates, Ltd. Ph 800-477-6441 Fa 302-368-0970 Office Hours: M - Th: 8am - 9pm Fri: Sam - 6pm Sat: Sam-12pm 1002 Justison Street Mail Stop: 262 Wilmington, DE 19801 Reference #: 15324614 Balance: $1363.78 --------------------------------------------------------- *** PLEASE DETACH AND RETURN IN THE ENCLOSED ENVELOPE WITH 1 OUR PAYMENT *** Re: Client: Chase Bank USA, N.A. Client Acct: 2177 Reference: 15324614 Balance: X1363.78 To the Estate of LISA GOODHART: Our client Chase Bank USA, N.A. recently received notification that LISA C300DHART passed away. Initially, on behalf of our client and our office, please accept our condolences. Tlus account was referred to our office because we are specialists in the azea of deceased account care, and because LISA GOODHART was a valued account holder. As it is our goal to assist family members/loved ones through tlus process, enclosed is an informational leaflet providing helpful tips, guidance and support during this difficult time of managing the final affairs of LISA GOODHART. At this time, we aze seeking information regarding the Estate of LISA GOODHART, including information about who is administrating the final affairs, if there is not an Estate. While family members and/or loved ones are not personally liable for this account, we are trying to contact the party handling the final affairs to ensure the proper resolution of the account. Please contact our office at 800-477-6441 to provide information about the Estate, and to speak with our specially trained deceased care agents. Sincerely, Phillips & Cohen Associates, Ltd. Though our goal is to assist family melnbers/loved ones during this difficult time, we aze required by law to provide you with the information beiuw. * * IMPORTANT CONSUMER INFORMATION Unless you notify this office within thirty (30) days after receiving this notice that you dispute the validity of this debt or any portion thereof, this office will assume this debt is valid. If you notify this office in writing within thirty (3'0) days from receiving this notice, this office will: obtain verification of the debt or obtain a copy of a judgment and mail you copy of such verification or judgment. If you request this office in writing witlun thirty (30) days of receiving this notice, this office will provide you with the name and address of the original creditor, if different from the current creditor. This communication is fram a debt collector. This is an attempt to collect a debt and any information obtained will be used for that purpose. W ~ ~~~ Phillips & Cohen Associates, Ltd. • 1002 Justison Street • Wilmington, DE 19801 • 800-477-6441 (QESP)40:T053:000395:001:1000:09240:SP09:PCAL105:01: PCAL105 12/08/2009 11:12 7174414808 OST , .~ AMERIPRISE FINANCIAL PAGE 02/10 Page '1 ~ f 1. ~,~ner~l ~~~ I~"'i~rat~~'~all ~e_i.P Clas_e_'W_IndQw. Ad~r~~+or~al~ ~ass~~' 4~nlrte Serv9a~e a~n~~d Trar~sact9nns SMALL COMPANY IN - A ~ershi Informatioln punt #: ership: Value As of p4/0$l20~9 Shares 1572.279 10 0010 1182 fi311 9 002 ERI~'RISE TRUST COMPANY LISA K GOO©HART CUSTD FOR THE L1SA K GOODHART Nq~ Principal Value 2.820 $4,33.$3 View C.or_po.rate Enti#ies and_im.po_rtantbisclosures., Web._Site Rules and_Re~ulations, pri_v_2Cy Statement and About E-mail Fraud. Copyright C~ 2003-2007 Ameriprise Financial. All Rights Reserved. Users of this site agree to be bound by the terms of the Ameriprise Web Site Rules and Regulations. ,,,•,•„~.iixnx,wR ~x.is_arnerivrisc.comlOst/Secure/AccountProfile/AccountProftlck'undA.st7fValues.as... 7/27/2009 12/08/2009 11:12 7174414808 OST, .• Ad~r~sorCv~hnp-~Is~~° Q~l~line Service a~ Transaetic~r~s pIVSFD EQ INCM - A hip Information ~: ip: Value As of Oa/08/2009 Shares ~ s~s.~2~ AMEP.IPP.ISE FINANCIAL PAGE 03/10 Page 1 oT 1. ~~~Tl ]i~S~E ~~~~n~~~ Help Glose_W indow. i 0010 1183 7658 0 002 :RIPRISE TRUST COMPANY LISA K GOOpHART ;USTD FOR THE ~.ISA K GOOD NAV Principal Value 6.400 $9,960.49 f RA View Corporate Entities.and,.lmportant_Disctv_sures, Web.-Sit® Rules. and Regul2~tions, priv„acy Statement and About.E-mail Fraud.. Copyright C~ bpOnd by her#ermps~of the AmerlpAse Web Si esRules nd Regulat nls~ agree to be tir,,s• /IwwwR.e~c.is.ameri.prise.camlOst/Secure/,AccountPro~~l e/AccountPro~lek'undAsONaiues.as... 7/27/2409 12/08/2009 11:12 7174414808 4ST, Adv~i~orCo~in~s'~ Onfifwr>,e Ser'uice .and Transacti+~ras PART 1NTL SE VAL - A nershi lnformafiion ount #: iership: Value As of 0~4l08/2009 Shares 1103.560 AMEP.IPRISE FINANCIAL PAGE 04/10 Page 1 of 1 ~~.~~~I! kiel.R CIos2_IAllndow 0 0010 1185 2733 1 002 ERIPRISE TRUST GOMP~ ~ L,ISA K GQODHART CUSTD FAR THE LISA K NAV Principal Value 4.110 $4,535.63 IRA View Corporate_Entities and. lmportent_Disciosure$., Web Site.Ryles and Regulations, Privacy Statement and About E=mail Fraud.. Copyright d 2003-2007 Ameriprise Financial. All Rights Reserved. Users of this site agree to be bound by the terms ofi the Ameriprise Web Site Rules and Regulations. i.,,-.,~•i~.wnx,~x,R Px ;c amerinrise.corn/Ost/Secure/AccountProfi"iJe/Account:ProftleFunclAs4#V~lues.as... 7/27/2009 12/08/2009 11:12 7174414808 OST~ , .~ A~dvisor~o'nnp~~' 4nlh~e Se~rwlce .ancfl Tasn~a~oXi~ar~s DISCIPLINED EQTY - A iershl Inforn~atian punt #: ership: alue As of 04108/2009 Shares '1601.254 AMEP.IPRISE FINANCIAL PAGE 05/10 Page ~ oaf 1 ~Irneri ar~s~ ~~ ,~rrrq~-~cfcl kie~.p Clo.~e.'~11~ndor~v 000 001 a 1222 0071 g o02 MERIPRISE TRUST COMPANY CIO LISA K GOODHART S CUSTD FOR THE LISA K GOOD NAV Principal Value 3.610 $5,780.53 View. C.or_porate Entit~es._and Important Disclosures, Web_81te..Rules_and_Regulations, pri_v_acy Statement and About E-m~zil_Fraud. Gopyright m bound b ~ he eempslof the Ameripnse Web S tesRules and Reg {at anise agree to be ...~... ~~...,.,...sz ,~., ;~ a..,PrinriCe_com/Ost/Secure/A.ccountProfilel~lccount:ProfileFundAsOfValLtes.as... 7/27/2009 12/08J2009 11:12 7174414808 OST , .~ AMERIPP,ISE FINANCIAL __ PAGE 06/10 Fa~;c 1 oif 1. ~,il~rra~cfna.~ H.e_l~ cia$g winnow Adv~solrCt~~n~~~~~' +0nl~l~e Service aru~ `i'ra.nslans MID CAP VALUE IrU - A arship Information int #: rship: Value A,s of 04!08!2009 Shares 117.9'19 0 0010 1 186 2528 3 002 ~RIPRISE TRUST GdMPANY i L1SA K G~4DHART CUSTD FOR THE LISA K GOODHAI~T IRA NAV Principal Value 4.450 $5,223.94 Web Slte_Rules and. Re~ulat~ons, Privacy View Corporate_Entitles_and_lmportant,_Disclosures, Statement and About E-rtrail Fr_a_ud. Copyright 4 2003-2007 Ameriprise Financial All Rights R®served. Users of this site agree to be bound by the terms of the Ameriprise Web Site Rules and Regulations. ~,,+~,C•~i«,wR Px.;c_amerinr'ise.corral!ast/Secure/AccountFro5.1e/Acco>.rntProfileFundAsOfValues.as... 7/27/2Q09 12/08/2009 11:12 7174414808 os~. AMEP,IPRISE FINANCIAL Ad ~'~ S41' ~~~ ~+~SS'~'' Gr~B'Brte Serwlce acrd Tr.ar-sactlm~ns LARGE GAP EQUITY - A PAGE 07/10 Page 1 of 1 t}~~~~ II~~ t~G MM ~]C"~>7an~if~il' Hatp Clod®Wi.t~dovr- ershi Information unt #: 000 0410 1236 5675 2 002 ~rship: MERIpRISE TRUST COMPANY C1O LISA K GOODHART S CUSTD FOR THE LISA K GOO Value As of Q410~120g9 $haras NAV Principal Value 2242.317 2.640 $5,919.72 IRA View Corporate Entities. aid lmportan#_f]isclpsures., Web_Sita.Rul~s_and.,Reyulatior_r_s., privacy Statement and About E=mail Fraud. Copyright @ 2x03-2007 Amerlprise Financial All Rights Reserved. Users of this site agree to be bound by the terms of the Amer~pr~se Web Site Rules and Regulations. httns:llwwwg.ex.is.am.eriprise. cozn/OstlSecure/Accou.nt:Profile/AccountProiilePLmdAsOfV'al.ues.as... 7!2712009 12/08/2009 11:12 7174414808 AMEP.IPP,ISE FINANCIAL PAGE 08/10 _ _ PagE '1 of 3 OST. ' .~ Adv~s~arCQ~'t~~~ Qnl4ne Servls~e .anc~ TKansac+ti~-ns Account Profile -MID CAP VALUE FU • A Account Profile ~ Activity ~ Checks Issued. 0000 0010 1186 2528 3 002 Transaction Wizards "' ~ 'i Move Money ' New Money In Move Money Out of Account Wlthi~ Accqunt Previous Account ~wnershlp Information Account #: Account Status: Opened Date: Ownership: Plan Type: Associated TIN: Taxaave~'s Current ~~~1~ ~15~ ~ ~~~~~~ Help Chose 1fVindo..w prraPgemer_~ts Last Account 08/19!2005 AMERIPRISE TRUST COMPANY C10 LISA K GOODHART AS GUSTD FOR THE LISA K DOOD IRA -INDIVIDUAL^ ACTIVE 208-42-3556 47.1 Associated Group 1Ds - Select Group Account~List Group ID Group Type 0756 37_97.5 001. HOUSEHOLD Associated Client IDs - Select Client Profile Client ID Client Name 1726.6244 7 001 LISA K Gt70DHART ~ Beneficia Infarlmation ~~~~ CIE PRIMARY BENEFICIARY LIVING, LAWFUL CHILDREN IN EQUAL SHARES ~~,~. 100.00°/a KAITLYN R B1GGS CHILD ~,c.`f•5 . ALLISON R GOODHART CHILD Value as of 12/0712009 Account Opened Date 08/19!2005 Role OWNER TAXPAYER IRA Request S~eliin~}( _Co. rr ection ~"' i...+-..,.i~..,..nx.R rv ;~ amerinrise.com/Ost/SecuzelAccountProfile/A,ccountPTOfile.asp?a).~eyVai,=400.•• 12/8/2009 12/08/2009 11:12 7174414808 AMEP.IPP,ISE FINANCIAL QST~ • . Good funds Amount $7,419.17 At Risk Amount $0.00 Amount available for $7,419.17 redemption: Approximate amount available $7,419.17 without CDSC: Collaterally Assigned: No Liquidation Information as of 12l07/20b9 Shares: 1173.919 . NAV: 6.320 Principal Value: $7,419.17 . Plus Accrued Dividends; $0.00 Gross Value: $7,419.17 . Less CDSC Amount: $0.00 . Less Withholding Amount: $0.00 I ir,uidation Value: $7,419.17 Investncaent Information Ticker Symbol: CUSIP Number: Asset Value: Cost Basis: Gombined RSA Value: Letter Of Intent Commitment Amounfi: Purchases within 90 days: Repurchase Gredits: LOf ~.scrow Shares: New Money Shares: Fund Progress fund As-Of Values As-Of Date ~ ~ 7ro7raoos an~vAx 76931 G876 NC N!A $108,304.07 Not Available Not Available $q.00 0.000 0.000 lax Information .._ ~Ciarrent Year PAGE 09/10 Page 2 of 3 Address Address: 7711 WERTZVILLE ROAD t.,~a..,,.~~.,•„~,,.St DY ;~ amPYlnriSe.coI17/Ost/Secure/Accoux~tProfilelAccauntl?rofile.asp?a1KeyVa1=Q00... 12J$/2009 12/08/2009 11:12 7174414808 AMERIPRISE FINANCIAL PAGE 10/10 ._ _ - Pale 3 of 3 QST. • ~ ~GAf~L1SLE, PA 17013-9021 P. View Corpo_r~te_E._n#ities and_lm.pvrtsnt Disclosures, Web_Sitg..Rul@s and Regul2~tions, rNacy Statement and About_E=mail Fraud. Copyright ~ bo0nd by themerms'of the Ameriprse Web S e Rules and Regulationse agree to be h++.,c • 1 J~xTwwR. ex _is.ai]7.et'll?rise.com/4st/Secure/,AccountProfilE/AcconntProfile.asp?alKey~Ja1=OA0... 12/8/2009