Loading...
HomeMy WebLinkAbout01-22-13 1505611180 REV-1500 EX(02-11)(R) OFFICIAL USE ONLY PA Department of Revenue pennsylvania Bureau of Individual Taxes DEPARTMENT OINREVENUE HERITANCE TAX RETURN County Code Year File Number BOX 280601 / j -.2'/ C / Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 174-05-0216 10142012 12281914 Decedent's Last Name Suffix Decedent's First Name MI GOODYEAR FRANCIS L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW Q 1. Original Return Q 2. Supplemental Return Q 3. Remainder Return (Date of Death Prior to 12-13-82) 0 4. Limited Estate 0 4a. Future Interest Compromise (date of Q 5. Federal Estate Tax Return Required death after 12-12-82) Qx 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) Q 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (Date of Death Q 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT G FREY 7172435838 REGISTER OF WILLS USE ONLY First Line of Address'-4 a 5 S HANOVER ST rrI x-.. Second Line of Address r_ r ' rv Ca I 1'~y r I City or Post Office State ZIP Code D~ FILED: CARLISLE PA 17013 C rr, Correspondent's e-mail address: R F R E Y@ F R E Y T I L E Y. C 0 M Under penaltie f erjury, 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, corr ct a complete. Declaration of re aver other than the personal representative is based on all information of which pre parer has an knowledge. SIGNATU: OF ERSO R SPSIBLE/rDA FILIN ETURN ~ ~ DATE t J uca»~2y /1 ac r3 ADDRESS 79 H LS DE DRIVE CARLISLE PA 17013 SIGNA , R F P PA OTHER HAN RESENTATIVE v i DAT ! 1_4 I ADDRESS 5 SOUTH HANOVER STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505611180 1505611180 " 1505611280 F.EV-1500 EX (Fl) Decedent's Social Security Number Decedent's Name: FRANCIS L GOODYEAR 174-05-0216 RECAPITULATION 1. Real Estate (Schedule A) 1. NONE 2. Stocks and Bonds (Schedule B) 2. 7 4 6 9 5 . 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. NONE 4. Mortgages and Notes Receivable (Schedule D) 4. NONE 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5. 172373.00 6. Jointly Owned Property (Schedule F) =Separate Billing Requested 6. 13 6110.19 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) =Separate Biliing Requested 7. NONE 8. Total Gross Assets (total Lines 1 through 7) a 383178.19 9. Funeral Expenses and Administrative Costs (Schedule H) 9. 12720.00 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule 1) .............10. NONE 11. Total Deductions (total Lines 9 and 10) 11. 12720.00 12. Net Value of Estate (Line 8 minus Line 11) 12. 370458.19 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 370458.19 TAX CALCULATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X.0 0 259644.19 15. 0.00 16. Amount of Line 14 taxable at lineal rate X o 4 5 110814.00 16. 4986.63 17. Amount of Line 14 taxable at sibling rate X # # 4 17. 0.00 18. Amount of Line 14 taxable at collateral rate X # # *1 18. 0.00 19. TAX DUE 4986.63 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT = Side 2 1505611280 1505611280 REV-1500 Ex (FI) Page 3 Decedent's Complete Address: File Number 174-05-0216 21-12-1129 FEI::: ENT'S NAME NCIS L GOODYEAR T ADDRESS ILLSIDE DRIVE LCARL:ISLE J!STATE ZIP A 1701 3 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments (1) 4986.63 A. Prior Payments 5000.00 B. Discount 250.00 3. Interest Total Credits (A + B) (2) 5250.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) Fill in box on Page 2, Line 20 to request a refund. (4) 263.37 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred Yes No b. retain the right to designate who shall use the property transferred or its income ❑ c. retain a reversionary interest 11 d. receive the promise for life of either payments, benefits or care? ❑ 11 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death ❑ El without receiving adequate consideration? 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? 4. Did decedent own an individual retirement account, annuity or other non-probate property, which ❑ ❑ contains a beneficiary designation? 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. g For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 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. REV-1503 EX+ (7-11) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE TAX T TURN ESIDENT D NTDEECEDEN EDEN R STOCKS & BONDS RESID ESTATE OF FILE NUMBER Francis L Goodyear 21-12-1129 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Goldman Sachs Muni. Income A, 446.739 sh, 16.21 per share 7,242 2. Fidelity Equity Div Fd, 1130.514 sh, 19.62 per share 22,181 3. Legg Mason Cap Mgmt Spec Investor, 372.065 sh, 29.26 per share, Morgan Stanley Acct 10,887 4. Legg Mason Cap Mgmt Value, 821.232 sh, 41.87 per share, Morgan Stanley Acct 34,385 TOTAL (Also enter on Line 2, Recapitulation) $ 74,695 If more space is needed, insert additional sheets of the same size REV-1508 EX, (11-10) pennsylvania ~+u SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: Francis L Goodyear FILE NUMBER: Include the proceeds of litigation and the date the proceeds were received by the estate. 21-12-1129 ITEM All property jointly owned with right of survivorship must be disclosed on Schedule F. DATE NUMBER DESCRIPTION OF VALUE DEATH 1 Edward Jones Cash account ATH 2 Brokered certificate of deposit: Discover Bank through Edward Jones 4 3 M&T certificate of deposit 31003920249074 7,267 4 Certificates of Deposit held in Morgan Stanley Account 10,077 155,025 TOTAL (Also enter on line 5, Recapitulation) $ 172,373 If more space is needed, use additional sheets of paper of the same size. REV-1509 EX, (01-10) pennsyivanaa SCHEDULE F DEPARTMENT OF REVENUE INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Francis L Goodyear 21-12-1129 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Esther V. Goodyear 79 Hillside Drive Spouse Carlisle, PA 17013 B. C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 12/9/91 M&T checking account 1126253 26,572.98 50.00% 13,286.49 2 A 7/22/97 M&T checking account 523315414 29,912.94 50.00% 14,956.47 3. A 7/1159 79 Hillside Drive, Carlisle, PA; county assessed value 173,500.00 50.00% 86,750.00 4. A 6/12/09 M&T savings account 15004224165131 42,234.46 50.00% 21,117.23 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL (Also enter on Line 6, Recapitulation) 136,110.19 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX + (10-o9) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF Francis L Goodyear FILE NUMBER 21-12-1129 ITEM Decedent's debts must be reported on Schedule 1. NUMBER DESCRIPTION A. FUNERALEXPENSES: AMOUNT 1. Hoffman Roth Funeral Home 5,881 B. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address city State ZIP Year(s) Commission Paid: 2. Attorney Fees: 6, 500 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: 5• Accountant Fees: 339 6• Tax Return Preparer Fees: 7. TOTAL (Also enter on Line 9, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. 12.720 REV-1513 EX+ (01-10) pennsy{Mania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Francis L Goodyear 21-12-1129 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1 Esther V. Goodyear 79 Hillside Drive, Carlisle, PA 17013 spouse 50% of remainder 2 Donald E. Goodyear 79 Hillside Drive, Carlisle, PA 17013 son 25% of remainder 3 Richard L. Goodyear 10 North Sparrow Lane, Santa Fe, NM 87506 son 25% of remainder ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. 0.00 If more space is needed, use additional sheets of paper of the same size. Account Holder(s) Francis L Goodyear Account Number 377-01468-1-3 Account Type Single EdwardJones' MAKING SENSE Financial Advisor Art Amundsen, 717-258-4688 ' 21 West High Street, Carlisle, PA 17013 M+2M,2~ Statement Date Sep 1- Sep 28, 2012 Page 1 of 4 00004597 01 AV 0.347 01 TR 00023 EJADD021 000001 INS FRANCIS L GOODYEAR Did you know? 79 HILLSIDE DRIVE CARLISLE PA 17013-3607 Edward Jones offers a wide variety of investments and services, including certificates of deposit; U.S. government, municipal and corporate bonds; mutual funds; retirement plans (including IRAs); individual stocks; fixed and variable annuities; and life and long-term care nancial insurance. needs II III 11 III 1 I III 111111 II II I I I I fi your Edward Jones financial advisor an help you develop an investment strategy designed to fit your situation. Account Value Value Summary This Period This Year $14,503■98 Beginning value $14,503.25 $14,130.65 Assets added to account 0.00 0.00 Income 22.71 378.16 1 Month Ago $14,503.25 Assets withdrawn from account -22.71 -378.16 i Year Ago $14,052.18 Change in value 0.73 373.33 3 Years Ago $13,784.11 Ending Value $14,503.98 Cash & Money Market Ending Cash Balance $4.08 Amount Amount Maturity Maturity Invested Withdrawn Certificates of Deposlt Date Value Since Inception Since Inception Value Discover Bank CD 4.90% 12/3/2013 7,000.00 7,000.00 _ 7,267.20 Amount Amount Mutual Funds Invested Withdrawn Price Quantity Since Inception Since Inception Value GS Municipal Income Fund Cl A 16.19 446.739 6,562.59 _ 7,232.70 Total Account Value 6-5 ~x S14,503.98 Q 0 C) N O Q W Of V 0 0 201 Progress Maryland Heights, MO 63043-3042 Member SIPC Account Holder(s) Francis L Goodyear Account Number 377-01468-1-3 o Account Type Single EdwardJones I f Financial Advisor Art Amundsen, 717-258-4688 MAKING SENSE OF INVESTING 21 West High Street, Carlisle, PA 17013 2° Statement Date Sep 1- Sep 28, 2012 Page 2 of 4 Other IF Summary of Products Account Approved Available Loans and Credit Number Balance Credit Credit Rate Amount of money you can borrow for Francis L Goodyear 3 7 7-01468-1-3 $0.00 $8,340* $8,340 6.00% * Your approved credit is not a commitmentto loan funds. It is based on the value of your Investment account which could change daily. The amount you may be eligible to borrow may differfrom your approved credit. Borrowing against securities has its risks and is not appropriate for everyone. -if the value of your collateral declines, you may be required to deposit cash or additional securities, or the securities in your account may be sold to meet the margin call. The interest rate will vary depending on the amount borrowed and will begin to accrue from the date of the loan and be charged to the account. A minimum account value is required if you have loan features on your account. Call your financial advisor today. Investment and Other Activity Date Description Quantity Amount 9/04 Dividend on GS Municipal Income Fund Cl A on 446.739 Shares at Daily Accrual Rate $22.71 9/04 Issued Income Check # 83286332 -22.71 ww201 Progress Parkway Maryland Heights, w.edwardjones.com Member 63043-3042 X r !storic~,l Prices FIDELi7" EQU17' DIVIDE1\1D !INCOME Stock - Yahoo! Finance ? 11:25 Aid Search Search Web Get Quotes Finance Search Wed, Jan 2. 2013, 11:25AM EST - US Markets dose in 4 hrs and 35 mins Dow 2'1.72 Nasdaq 1- 1'°' Ameritr"o STREEf51MTEDGr Vanguard SCMVAS Fidelity Equity Dividend Income (FEQTX) - Add to Portfolio 19-48t 0.27(1.4'1%) Deo31 Historical Prices Get Historical Prices for. ? co Set Date Range :Daily Start Date: Oct 14 '012 Eg. Jan 1, 2010 _ Weekly End Date: Oct 14 2012 Monthly Dividends Only Get Prices First Previous I Next I Last Prices I Date Open High Low Close Volume Adj Close" Oct 12, 2012 19.62 19.62 19.62 19.62 0 19.62 ` Close price adjusted for dividends and splits. First I Previous I Next I Last a. Download to Spreadsheet Currency in USD. i NOW y http://finance.yahoo.com/q/hp?s=FEQTX&a=09&b=14&c=2012&d=09&e=14&f=2012&g=d Page 1 of 2 GSh4i" Historical Prices I COLD i,iiAIy S=c-,S IJU!JIcIP L INc =D Stock -Yahoo! Finance 1c12?/12 4,59 Pfv/ Search Search Web Get Quotes Finance Search Mon, Oct 29, 2012, 4:59PM EDT - L.S. Markets closed for Hurricane Sandy Dow Nasdaq %'0,06°o_ _ STREESMIIHTEDGE°"t ~'NHr' r ,'M :oJ g tcC 11V yuRy w a c sir R dell ~~.7F2~yYTs~.TB{ S~ILVA$vy mrilli igif 0 ~ Goldman Sachs Municipal Income A (GSMIX) Add to Portfolio 16.23 t O.02 (0.12%) Oct 26 Historical Prices Get Historical Prices for: ! GO AdChoices Set Date Range t~ 'iDaily Start Date: Oct 14 i ,2012 _i Eg. Jan 1, 2010 f7.,Weekly End Date Oct 14 2012 Monthly ;Dividends Only Get Prices i First I Previous Next I Last Prices I i Date Open High Low Close Volume Adj Close' Oct 12, 2012 16.21 16.21 16.21 16.21 0 16.21 ' Close price adjusted for dividends and splits. First Previous I Next I Last E Download to Spreadsheet Currency in USE). We never 'forget whose money it is. Copyrlght© 2,013 Yahool lm; All righm resealed. Pr Yahoo! - ABC News Quotas are real-time for NASDAQ, NYSE, and NYSE MKT See also delay times for ne e= Ail information provided "as is" for informational dint purposes or, advice. Neither Yahool nor any of independent providers is liable for any informational errors, incompleteness. or delays, or for any actions ntainel http://finance.yahoo.com/q/hp?s=GSMIX&a=09&b=14&c=2012&d=09&e=14&f=2012&g=d Page i of 2 ~IvIASX into ica.l F ice ! ! ~G WPSOh~ Cv,PITA,L S Stock - yahoo! Finance 1 2/ 13 10:56 hlo. Search Web i _ Get Quotes F;nance Search Wed, Jan 2, 2013, 10:56AM EST - U.S. Markets close in 5 hrs 4 mins Dowt-81%Nasdaq liil A rneritr ade S7~r ' Vanguard Legg Mason Cap Mgmt Special Inv C (LMASX) Add to Portfolio 30■ 4 tO.52(l.73%) Dec31 Historical Prices Get Historical Prices for. Set Date Range AdChoices :,Daily Start Date: _Oct 14 2012 Eg. Jan 1, 2010 V Weekly End Date: Oct = 14 2012 Monthly ,,_'Dividends Only Get Prices First Previous Next Last Prices i i Date Open High Low Close Volume Adj Close` Oct 12, 2012 29.26 29.26 29.26 29.26 0 29.26 ' Close price adjusted for dividends and splits. First Previous I Next Last a Download to Spreadsheet Currency in USD. [HIGHLY RATED BOND FUNDS t 3 http://finance.yahoo.com/q/hp?s=LMASX&a=09&b=14&c=2012&d=09&e=14&f=2012&g=d Page 1 of 2 _ , Istorica Flee. L_GC `to:l. - ahu.o' r nance ! _C Search Search Web I i Get Quotes Finance Search Wed, Jan 2, 2013, 10:55AM EST - US Markets close in 5 hrs and 4 mins Dow 1.83?C. Nasdaq t2.37 A.mer4traFde STPETWUTEDGE- rev Fideli ' Vanguard St~ISYA$ Legg Mason Cap Mgmt Value C (LMVTX) Add to Portfolio 42.66 x-®.71(1.69%) Dec 31 Historical Prices Get Historical Prices for. GO Set Date Range Daily Start Date: Oct v 14 2012 Eg. Jan 1, 2010 Weekly End Date: Oct 14 2012 Monthly Dividends Only Get Prices i First I Previous I Next I Last i Prices i Date Open High Low Close Volume Adj Close' Oct 12, 2012 41.87 41.87 41.87 41.87 0 41.87 ' Close price adjusted for dividends and splits. First Previous Next j Last jL 'Download to Spreadsheet Currency in USD. Nature's Defense Against Jr'.:'1r:1oiness r _ ttp://finance.yahoo.com/q/hp?a=09&b= 14&c=2012&d=09&e= 14&f=2012&g=d&s=lmvtx&ql= 1 Page I of 2 IM M&T Bank 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone 888-502-4349 F ax (302) 934-2955 December 19, 2012 Frey & Tiley Attorney at Law 5 South Hanover Street Carlisle, PA 17013 Re: Estate of Francis L. Goodyear Social Security: 174-05-0216 Date of Death: October 14, 2012 Dear Sir or Madam: Per your inquiry on December 17, 2012, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 1126253 Ownership (Names of} Esther V. Goodyear Francis L. Goodyear Opening Date 1210911991 Balance on Date of Death $26,572.89 Accrued Interest $ .09 Total $26,572.98 2. Type of Account Checking Account Account Number 523315414 Ownership (Names of) Esther V. Goodyear Francis L. Goodyear Opening Date 0712211997 Balance on Date of Death $19,912.92 Accrued Interest $ .02 Total $19,912.94 3. Type of Account Savings Account Account Number 1500,4224765131 Ownership (Names ofi Esther V. Goodyear Francis L. Goodvear Opening Date 0511612011 Balance on Date of Death 542,227.29 Accrued Interest S 7.17 Total $42,234.46 4. Type of Account Certificate of Deposit Account Number 31003920249074 Ownership (Names ofi Francis L. Goodyear Opening Date 0611212009 Balance on Date of Death 510,000.00 Accrued Interest 5 7666 Total S10,07666 For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please call the Stonehedge at 717-2404524. We were unable to locate any safe deposit box for the above-mentioned decedent. This letter does not include any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement. Sincerely, Valarie Mercer Adjustment Services p VUJJ44 IVIpUUUZb I UZbb41 n r m z tn o D „Do n v n D g X m D. rn CA M ' ~I S< W r= Z Z (n ~ d ~ 0 7 r r d H H n O. r- F--I rn ci~ N CD (D m r r z A 00 "J -0 m S M F..~ 00 r O D 3 o ~ p D m C) - CD W N V O co n H N 00 00 --j F O O V CJ ~ o (TI rrl 3 v w F, m -4 0) w D 2. rD rn w rn CD. W O a- m O i3 V c U < CD 1 ~ Cn CD n ~ CD B Q R w O N O N) v C7 < p v n< C7 ! =a m -i m v V a CD < V N d m o o 4 i< cr) a p ~y oci = M wr wr CD CL CL WN ID w~ (D AND ND Ul CE W j n E C= rn cz: ~ O CD o 5. m o O r-r 0 c cn = o, O -0 w r- ~c v C rri ~ N N n 'D v 3 C z n CD l0 O ~G 3 00 w N {f} w N ~ V O CO O O 00 00 lp w w O 00 00 0 0 O N o O 3 m m z 3- a C7 m C) o- 7 m m o" O Z D a \ 04 Ram -I 04 \7 m 0w D N oI'D O < z Z D o r+ ZZ: Cl) - O ~ ?d D m m C m t) N m o = ID m O Z _ v Ca On 3 0 _ D 'D CD Z o l< _ O n CD n C N c m N j O j C N co :3 D N ti C (1 O (D n -0 CD (D `N° d ° O ( a m n C 01 p .O+ ti O `G c Q c D ID ID Q m j DQq CD m c fD Z3 N N m n O (D N m < (n 0- 1n ° CD Q. ~ y C7 ° N ~ V D O O Q 0 0 14 CD n N) (D C) O m W • N m > > 00 V b m j 00 00 N d m O O. w Z, C C a 3 a j o to 4.% ID N N ID Z3 (,D v o m Z3 4 N 0D Q c tp 1Owm ~p O 3 w I o N N N w n a mOD \ N d 0 0 0 a n O C ID 00 ,C. N O ~ v a o~ N? Thousands = n tD m DxC y. vo D = Z r, d < Z r n O CD 0 C. Lq C. tNi+ N N to ° Dim N 0 0 0 0 m r lQ Ciao 0 0 0 0° m0 ~3' m k I O O O O 0 Z ° 0 a N < 0 CD p N a o Zz C) CD=r CD > W ° C~L o _ m N. m d N O C 0- 'D CD Oo °-o m C y' 11-.. d {y O T o0 4 C 0 < < w 2 c m m ? ~ N .C. C ;0 w C O 5. m m « < o (D CD N N N < 'c' a 3 N m= m D O (b a CD m s C) C ID 3 o M m r N ~ N 0 (D N p Nz c CD d Jo O'; A Cn Cp CD- OCn(n o-v n D W CD ' A A O x T C cN o m wi, lD A m c- G7 3 m W a < o c N o 00 ID :E 00 ~z O j n TN a C) - CD ID < CAD (Cio Ul N y O'! N v? ° w m n ~QQ C) N va D m Q p,~ W m N N- N N p o°;! a N organStantey November 29, 2012 I~If~eli,Ili,II,IIf~l~I~,III,,,II,0,1111I,II',`f !hfl~LII~IE"II 007050 MSHGOUAI 000000 911 008 FRANCIS L GOODYEAR 79 HILLSIDE DR BRANCH OFFICE PHONE: 717-258-4363 CARLISLE PA 17013-3607 ACCOUNT NUMBER: 911-70IX237 IMPORTANT NOTICE CONFIRMATION OF TRANSFER OF ASSETS PLEASE REVIEW AND RETAIN FOR YOUR RECORDS In accordance with your instructions, this notice confirms that a transfer(s) was completed on November 29, 2012 from the above referenced account to the following account(s): TO QUANTITY / AMOUNT CASH I SECURITY DESCRIPTION 911-XXX054 372.065 DONALD E GOODYEAR EXEC LEGG MASON CAP MGMT SPEC INV C L 51C EST OF FRANCIS L GOODYEAR 79 HILLSIDE DRIVE CARLISLE PA 17013 821.232 LEGG MASON CAP MGMT VAL C OVA ✓ I X Please review the transfer details carefully and direct any inquiries concerning this transaction(s) to your Financial Advisor, Private Wealth Advisor, or Branch Manager. If you have not already enrolled, you may consider transferring funds online. Please visit www.rnorganstanley.com/online, log in to your account, and then click on the Transfer tab. We value you as a client and thank you for the opportunity to serve your investment needs. IlofI + 419 VILLAGE DR STE 1 • CARLISLE PA 17015 Morgan Stanley Smith Barney LLC. Member SIPC. R Morgan Stanley November 28, 2012 I(11((,II(IIIII(E(1(I(I„ 11,11111111('IIIII((IIIIII" II 006185 MSHGOGAI 000000 911 008 FRANCIS L GOODYEAR BRANCH OFFICE PHONE: 717-258-4363 79 HILLSIDE DR CARLISLE PA 17013-3607 ACCOUNT NUMBER: 911-)=237 IMPORTANT NOTICE CONFIRMATION OF TRANSFER OF ASSETS PLEASE REVIEW AND RETAIN FOR YOUR RECORDS In accordance with your instructions, this notice confirms that a transfer(s) was completed on November 28, 2012 from the above referenced account to the following account(s): TO QUANTITYI AMOUNT CASH ( SECURITY DESCRIPTION 911-XXX054 $20,967.89 CASH DONALD E GOODYEAR EXEC EST OF FRANCIS L GOODYEAR 79 HILLSIDE DRIVE CARLISLE PA 17013 20,000.000 COLE TAYLOR BANK 2000 16DE09 10,000.000 ALLY BANK CD 2500 15JNll 20,000.000 GE CAP RET BK CD 3050 16AP25 20,000.000 BMW BANK NA CD 3000 14DEl l 38,000.000 CITIBANK, NA CD 3050 14DE16 20,000.000 AMERICAN EXPRESS 5000 13NV26 Please review the transfer details carefully and direct any inquiries concerning this transaction(s) to your Financial Advisor, Private Wealth Advisor, or Branch Manager. ii you have not already enroiled, you may consider transferring funds online. Please visit www.morganstanley.co„i/online, log in to your account, and then click on the Transfer tab. We value you as a client and thank you for the opportunity to serve your investment needs. i I Of l 419 VILLAGE DR STE 1 • CARLISLE PA 17015 r= A4orgr an Stanlc), Sv,itb Barnc), LLC. A4cmbcr SIPC. Froperty Mapper Cumberland County, P r -19 j7 1f :.'.r ~ t-- L ~ y 3 Y R „pr _ 4'"`"*'` -t.:dlt ,''^e. Y. 'nl h i1 i 1 I a' ~ `~r•:."Ca.., PIN: 04-2~-13~ -1 1 : I 0020Y, 4 ESTHEZ' r ~ ♦ Ir i 0 j llq-.t Property Type: Acr 34 262, 10 3af5y Clean &; er _A43 uc'$' 12.0500 :opyright 2011 Esri. All rights reserved. Wed )an 2 2013 10:31:10 AM. '9 HILLSIDE DRIVE )IN: 04-22-0481-110 )eedbook: 0020Y-00102 )wner: GOODYEAR, FRANCIS L & ESTHER -and Use Code: 101 Iroperty Type: R acreage: 0.34 >quare Feet: 1262 axable Status: T ;lean & Green Status: .and Assessed Value 53000 Building Assessed Value 120500 btal Assessed Value 173500 ;ale Price ;ale Date: 'ear Built: 1958 lunicipality: CARLISLE BORO 3RD WRD leight in Stories: 1 'ype of Dwelling: DETACH rimary Exterior: Stone easement Percentage: 100 Jr Conditioning: AC btal Rooms: 6 -edrooms: 3 ull Bath: 1 lalf Bath: 1 T It Ncveriber 15, 20 12 Mrs Esther Goodyear 79 Hillside Drive Car tisle, PA 17013 Statement of Funeral Expenses for. Francis L. Goodyear Date of De2th__October-14, 2011 Account ld_ 16_6B1-242. _.PACKAGE: Traditional Funeral Service at Funeral Howie Embalming. Other Prep of Body, Public Viewing and Cremation OPTIONA It A - Cremation $ 4,300.00 Sub Total: $ 4,340.00 MERCHANDISE: Casket. Norwood Rental - Ins°_r; Assembly 5 1,195.00 Sub Total: $ 1,195.00 TOTAL FUNERAL HOME CHARGES: $ 5,495.00 CASH ADVANCES: 15 Certified Death Certificates at $ 6.00 each $ 90.00 Newspaper Notice - Sentinel $ 220.95 Honor Guard $ 50.00 Coroner's Fee $ 25-00 Sub Total: $ 385.96 Total Funeral Expense: $ 5,880.96 Total Payments Made: $ 5,880.95 Payments Made: Cumberland County- Veterans°Checlr 859498 ~ A#ov ~5, 20 2 100.00 Esther Goodyear Check 1263 Nov 15, 2012 5,830.95 Reirnb To Esther H1R ek Nov 15, 2012 (100.00) Balance: $ Q,~ Please return this portion with your Remittance. $ Amount Enclosed. Francis L. Goodyear Service ID#: 16681-242 SERVING CIsP C0N. AJNIIT Y SIN CF 190 LAST WILL AND TESTAMENT OF FRANCIS L. GOODYEAR I, FRANCIS L. GOODYEAR, married man of the Borough of Carlisle, Cumberland County, Pennsylvania (mailing address: 79 Hillside Drive, Carlisle, Pennsylvania 17013), being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I further direct that all inheritance, transfer, succession, estate and death taxes, including interest and penalties thereon, which may be payable on account of my death shall be payable from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate. 2. I declare that I am married to ESTHER V. GOODYEAR and that I have two adult children, RICHARD L. GOODYEAR and DONALD E. GOODYEAR. 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath as follows: i (a) One-half of the remainder to my wife, ESTHER V. GOODYEAR, her heirs and assigns. (b) One-fourth of the remainder to my son, RICHARD L. GOODYEAR, his heirs-and assigns. f (c) One-fourth of the remainder to my son, DONALD E. C?' GOODYEAR, his heirs and assigns. =0 I ~ Co C) vim...` (d) Should any of the above named individuals predecease me or fail to survive me by a period of thirty (30) days, the share that person r-r would otherwise receive shall pass to his or her issue per stirpes, and if there be no such issue, said share shall lapse and be added to the other C-~ C-) (D ~C share or shares. C-D 4. I hereby nominate, constitute and appoint my son, DONALD E.D c-n GOODYEAR, as Executor of this my Last Will and Testament, but should he predecease O'S me or fail to qualify as such, then in such event I nominate, constitute and appoint my son, RICHARD L. GOODYEAR as Executor and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 5. In addition to the powers conferred by law, my hereinbefore named Trustees and Executors and their respective successors, are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be Page I of 3 conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is not under trust obligation. C. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. f. To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. j. To retain and invest in shares of stock of my Trustee. k. To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. 1. To determine from time to time whether all or some portion of realized capital gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal to be retained as part of the corpus, and such designation need not be consistent from one year to another. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on three (3) pages, this ql' \ day of March, 2011. o ci~it ~L) jRANC L. GO YEAR Page 2 of 3 Signed, sealed, published, and declared by FRANCIS L. GOODYEAR the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. I . i i,. f i I r ti Page 3 of 3 ,~L. -1~\ ~ \ ~ , ~ V h ~ i