In re Jason David Edmunds and Lyrit Shochat Edmunds, Bankr. D. Ariz. No. 2:25-bk-00864, Doc. 14: Summary of assets and liabilities and schedules (Feb. 14, 2025)

Summary

Summary of assets and liabilities and schedules filed February 14, 2025 by Jason David Edmunds and Lyrit Shochat Edmunds in the District of Arizona bankruptcy court, case 2:25-bk-00864-BKM, Doc. 14. They list $792,829.82 in assets, including $669,800 in real estate and $123,029.82 in personal property. Liabilities total $4,793,143, of which $602,705 is secured, $4,500 is priority unsecured and $4,185,938 is nonpriority unsecured. The debtors report $5,000 in monthly income against $14,633.85 in monthly expenses and say their debts are not primarily consumer debts. Payroll register pages are attached.

Summary drafted by a model from the document's text below and checked by script against that text before publication. It is a navigation aid, not a reading of what the document proves. Where AI is used

Cite this document

“In re Jason David Edmunds and Lyrit Shochat Edmunds, Bankr. D. Ariz. No. 2:25-bk-00864, Doc. 14: Summary of assets and liabilities and schedules (Feb. 14, 2025).” Original at storage.courtlistener.com. Archived at Pandemic Darlings, https://pandemicdarlings.com/source-documents/in-re-jason-david-edmunds-and-lyrit-shochat-edmunds-bankr-d-ariz-no-2-72c38dab3d/, SHA-256 14f19ed2aebdc842b9da470c3823c93bc2406ffb6ad97d7c027c83ea984fa79a.

Full text

Text recognized from a scanned document; may contain errors.

Fill in this information to identify your case:

Debtor 1 Jason David Edmunds

First Name Middle Name Last Name
Debtor 2 Lyrit Shochat Edmunds
(Spouse if, filing) First Name Middle Name Last Name

United States Bankruptcy Court for the: DISTRICT OF ARIZONA

Case number 2:25-bk-00864-BKM
(if known) LC] Check if this is an
amended filing

Official Form 106Sum
Summary of Your Assets and Liabilities and Certain Statistical Information 12/15

Be as complete and accurate as possible. If two married people are filing together, both are equally responsible for supplying correct
information. Fill out all of your schedules first; then complete the information on this form. If you are filing amended schedules after you file
your original forms, you must fill out a new Summary and check the box at the top of this page.

Summarize Your Assets

Your assets
Value of what you own

1. Schedule A/B: Property (Official Form 106A/B)

1a. Copy line 55, Total real estate, from Schedule AV/B.......cccccccccccsssscsssecsesscessesscsesssecsesscsssessssacsssssessssesasseeessssesasseeeses $ 669,800.00
1b. Copy line 62, Total personal property, from Schedule A/B...........0.0eeee cece serene ee ee seer tent eeeeeesoeetneeseaeeeseeeentetnreee $ 123,029.82
1c. Copy line 63, Total of all property on Schedule A/B......cecccecececceeceeeeceneeteeeeeecneeeeaeseaeeceietgieesceeecieesiaeseeesgiensieaseees $ 792,829.82

Summarize Your Liabilities

Your liabilities
Amount you owe

2. Schedule D: Creditors Who Have Claims Secured by Property (Official Form 106D)

2a. Copy the total you listed in Column A, Amount of claim, at the bottom of the last page of Part 1 of Schedule D... $ 602,705.00
3. | Schedule E/F: Creditors Who Have Unsecured Claims (Official Form 106E/F)
3a. Copy the total claims from Part 1 (priority unsecured claims) from line 6e of Schedule E/F.........ccccccccceeseeseees $ 4,500.00
3b. Copy the total claims from Part 2 (nonpriority unsecured claims) from line 6j of Schedule E/F.............c ee $ 4,185,938.00
Your total liabilities | $ 4,793,143.00

maw SUMMarize Your Income and Expenses

4. Schedule I: Your Income (Official Form 1061)
Copy your combined monthly income from line 12 Of SCHEQUIE [.........ccccscescessssecessesecescessesseessesscesseecesseseeessesesseeate $ 5,000.00

5. Schedule J: Your Expenses (Official Form 106J)
Copy your monthly expenses from line 22c Of SCHEQUIC Jo..c.ccccssescsessessssesesetscssseesesesecssseescsssecseseescseseseates $ 14,633.85

Answer These Questions for Administrative and Statistical Records

6. Are you filing for bankruptcy under Chapters 7, 11, or 13?
O_ No. You have nothing to report on this part of the form. Check this box and submit this form to the court with your other schedules.

Xl Yes
7. What kind of debt do you have?

(1 Your debts are primarily consumer debts. Consumer debts are those “incurred by an individual primarily for a personal, family, or household
purpose.” 11 U.S.C. § 101(8). Fill out lines 8-9g for statistical purposes. 28 U.S.C. § 159.

XX] Your debts are not primarily consumer debts. You have nothing to report on this part of the form. Check this box and submit this form to the
court with your other schedules.

Official Form 106Sum Summary of Your Assets and Liabilities and Certain Statistical Information ge 1 of 2

Case 2:25-bk-00864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22: 09° “Desc
Main Document Page 1 of 46
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds Case number (if known) 2:25-bk-00864-BKM

8. From the Statement of Your Current Monthly Income: Copy your total current monthly income from Official Form
122A-1 Line 11; OR, Form 122B Line 11; OR, Form 122C-1 Line 14. $

9. Copy the following special categories of claims from Part 4, line 6 of Schedule E/F:

Total claim

From Part 4 on Schedule E/F, copy the following:
9a. Domestic support obligations (Copy line 6a.) $
9b. Taxes and certain other debts you owe the government. (Copy line 6b.) $
9c. Claims for death or personal injury while you were intoxicated. (Copy line 6c.) $
9d. Student loans. (Copy line 6f.) $
Ye. Obligations arising out of a separation agreement or divorce that you did not report as

priority claims. (Copy line 6g.) $
9f. Debts to pension or profit-sharing plans, and other similar debts. (Copy line 6h.) +$
9g. Total. Add lines 9a through 9f. $

Official Form 106Sum Summary of Your Assets and Liabilities and Certain Statistical Information page 2 of 2

Case 2:25-bk-00864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 2 of 46
Fill in this information to identify your case and this filing:

Debtor 1 Jason David Edmunds

First Name Middle Name Last Name
Debtor 2 Lyrit Shochat Edmunds
(Spouse, if filing) First Name Middle Name Last Name

United States Bankruptcy Court for the: DISTRICT OF ARIZONA

Case number 2:25-bk-00864-BKM (1 Check if this is an
amended filing

Official Form 106A/B
Schedule A/B: Property 12/15

In each category, separately list and describe items. List an asset only once. If an asset fits in more than one category, list the asset in the category where you
think it fits best. Beas complete and accurate as possible. If two married people are filing together, both are equally responsible for supplying correct
information. If more space is needed, attach a separate sheet to this form. On the top of any additional pages, write your name and case number (if known).
Answer every question.

Describe Each Residence, Building, Land, or Other Real Estate You Own or Have an Interest In

1. Do you own or have any legal or equitable interest in any residence, building, land, or similar property?

C1 No. Go to Part 2.
Kl Yes. Where is the property?

1.1 What is the property? Check all that apply

STi Rareen Owe Pa Single-family home the amount of any secured claims on Schedule D:
Street address, if available, or other description 5 Duplex or multi-unit building Creditors Who Have Claims Secured by Property.
Condominium or cooperative
1 Manufactured bile h
. anutactured or mobue nome Current value of the Current value of the
Phoenix AZ 85028 O Land entire property? portion you own?
City State ZIP Code (Investment property $669,800.00 $669,800.00
CO Other Describe the nature of your ownership interest
(such as fee simple, tenancy by the entireties, or
Who has an interest in the property? Check one a life estate), if known.
C1 Debtor 1 only Fee Simple
Maricopa 1 Debtor 2 only
County KI Debtor 1 and Debtor 2 only penta: .
Check if this is community property
OO Atleast one of the debtors and another Xl (see instructions)

Other information you wish to add about this item, such as local
property identification number:

2. Add the dollar value of the portion you own for all of your entries from Part 1, including any entries for
pages you have attached for Part 1. Write that NUMber heFe..........csesesesseseeee see seeseeseesecseeeeeenensensenesaesasaas => $669,800.00

Describe Your Vehicles

Do you own, lease, or have legal or equitable interest in any vehicles, whether they are registered or not? Include any vehicles you own that
someone else drives. If you lease a vehicle, also report it on Schedule G: Executory Contracts and Unexpired Leases.

Official Form 106A/B Schedule A/B: Property page 1
Software Copyright (c) 1996-2025 Best Case, LLC - www.bestcase.com Best Case Bankruptcy

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 3 of 46
Debtor1 Jason David Edmunds
Debtor2 _Lyrit Shochat Edmunds Case number (if known) _2:25-bk-00864-BKM

3. Cars, vans, trucks, tractors, sport utility vehicles, motorcycles

XX] Yes
. Vol . . 2 Do not deduct secured claims or exemptions. Put
3.1. Make: olvo Who has an interest in the property? Check one the amount of any secured claims on Schedule D:
Model: _XC90 C1 Debtor 1 only Creditors Who Have Claims Secured by Property.
Year: 2020 L] Debtor 2 only Current value of the Current value of the
Approximate mileage: 55000 X] Debtor 1 and Debtor 2 only entire property? portion you own?
Other information: LI At least one of the debtors and another
XX] Check if this is community property $26,787.00 $26,787.00
(see instructions)
. Vol . . 2 Do not deduct secured claims or exemptions. Put
3.2 Make: OlvO Who has an interest in the property? Check one the amount of any secured claims on Schedule D:
Model: XC90 C1 Debtor 1 only Creditors Who Have Claims Secured by Property.
Year: 2023 L] Debtor 2 only Current value of the Current value of the
Approximate mileage: 20000 X] Debtor 1 and Debtor 2 only entire property? portion you own?
Other information: LJ At least one of the debtors and another

&] Check if this is community property $39,884.00 $39,884.00

(see instructions)

4. Watercraft, aircraft, motor homes, ATVs and other recreational vehicles, other vehicles, and accessories
Examples: Boats, trailers, motors, personal watercraft, fishing vessels, snowmobiles, motorcycle accessories

XX No
CL] Yes

5 Add the dollar value of the portion you own for all of your entries from Part 2, including any entries for
pages you have attached for Part 2. Write that number here............cc:cccccecseecseesseeeeeeeeeeeeeseeeeeeeeseesneeeeeseeeseneeeees =>

Describe Your Personal and Household Items

$66,671.00

Do you own or have any legal or equitable interest in any of the following items?

6. Household goods and furnishings
Examples: Major appliances, furniture, linens, china, kitchenware
[] No
XX] Yes. Describe.....

| Household goods and furnishings

Current value of the
portion you own?

Do not deduct secured
claims or exemptions.

$6,000.00

7. Electronics

Examples: Televisions and radios; audio, video, stereo, and digital equipment; computers, printers, scanners; music collections; electronic devices

including cell phones, cameras, media players, games
XI Yes. Describe...

| Five TVs, one camera, five computers/laptops, one printer, one PS3 |

$350.00

| Cell phones (liened by Verizon, see Schedule D) |

Unknown

8. Collectibles of value

Examples: Antiques and figurines; paintings, prints, or other artwork; books, pictures, or other art objects; stamp, coin, or baseball card collections;

other collections, memorabilia, collectibles

C1 No
XX] Yes. Describe.....

| Two original art pieces

Unknown

Official Form 106A/B Schedule A/B: Property
Software Copyright (c) 1996-2025 Best Case, LLC - www.bestcase.com

page 2
Best Case Bankruptcy

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc

Main Document Page 4 of 46
Debtor 1 Jason David Edmunds

Debtor2 _Lyrit Shochat Edmunds Case number (if known) _2:25-bk-00864-BKM

9. Equipment for sports and hobbies
Examples: Sports, photographic, exercise, and other hobby equipment; bicycles, pool tables, golf clubs, skis; canoes and kayaks; carpentry tools;

musical instruments

LJ No
XX] Yes. Describe.....

One treadmill (10 yrs old), one rowing machine (5 yrs old), hand
weights (5 yrs old) $400.00
10. Firearms
Examples: Pistols, rifles, shotguns, ammunition, and related equipment
XX] No
CL Yes. Describe...
11. Clothes
Examples: Everyday clothes, furs, leather coats, designer wear, shoes, accessories
XX] Yes. Describe.....
| Wearing apparel both debtors $1,200.00
12. Jewelry
Examples: Everyday jewelry, costume jewelry, engagement rings, wedding rings, heirloom jewelry, watches, gems, gold, silver
XX Yes. Describe.....
Standard various jewelry (no fine jewelry), wedding bands, engagement
ring $1,800.00
13. Non-farm animals
Examples: Dogs, cats, birds, horses
X] Yes. Describe.....
| Two dogs $0.00
14. Any other personal and household items you did not already list, including any health aids you did not list
XJ No
(1 Yes. Give specific information.....
15. Add the dollar value of all of your entries from Part 3, including any entries for pages you have attached
for Part 3. Write that number here ..........2::cccecceeeseeeseeceeeseeseeeeeneeeeessseseneeeesaeeetensneeeaeaes $9,750.00

Describe Your Financial Assets
Do you own or have any legal or equitable interest in any of the following?

Current value of the
portion you own?

Do not deduct secured
claims or exemptions.

16. Cash
Examples: Money you have in your wallet, in your home, in a safe deposit box, and on hand when you file your petition

C1 No
Cash $4,000.00

17. Deposits of money
Examples: Checking, savings, or other financial accounts; certificates of deposit; shares in credit unions, brokerage houses, and other similar

institutions. If you have multiple accounts with the same institution, list each.

C1 No
IX] YeS.o.ceececesseeteeees Institution name:
Checking Ending in
17.1. 8530 Bell Bank $0.74
Official Form 106A/B Schedule A/B: Property page 3

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 5 of 46
Debtor1 Jason David Edmunds
Debtor2 _Lyrit Shochat Edmunds Case number (if known) _2:25-bk-00864-BKM

Checking ending in
17.2. 1842 JPMorganChase Bank $4,583.00

Savings ending in
17.3. 4225 JPMorganChase Bank $0.46

Checking ending in
17.4. 9726 Bank of America $11.45

Savings ending in
17.5. 9220 Bank of America $0.00

Savings ending in
17.6. 0809 Capital One 360 $1.28

Savings ending in
17.7. 6430 Capital One 360 $4.22

Savings ending in
17.8. 5912 Capital One 360 $7.67

18. Bonds, mutual funds, or publicly traded stocks
Examples: Bond funds, investment accounts with brokerage firms, money market accounts
XX] No

LT YVeS..ccecceeees Institution or issuer name:

19. Non-publicly traded stock and interests in incorporated and unincorporated businesses, including an interest in an LLC, partnership,
and joint venture

XX] Yes. Give specific information about them...................
Name of entity: % of ownership:
Utopology LLC, an Arizona limited liability company 100% % Unknown

20. Government and corporate bonds and other negotiable and non-negotiable instruments
Negotiable instruments include personal checks, cashiers’ checks, promissory notes, and money orders.
Non-negotiable instruments are those you cannot transfer to someone by signing or delivering them.

XJ No

C1 Yes. Give specific information about them
Issuer name:

21. Retirement or pension accounts
Examples: Interests in IRA, ERISA, Keogh, 401(k), 403(b), thrift savings accounts, or other pension or profit-sharing plans
XJ No
C1 Yes. List each account separately.
Type of account: Institution name:

22. Security deposits and prepayments
Your share of all unused deposits you have made so that you may continue service or use from a company
Examples: Agreements with landlords, prepaid rent, public utilities (electric, gas, water), telecommunications companies, or others
XJ No
DL] YES. weeeeeeeteeee Institution name or individual:

23. Annuities (A contract for a periodic payment of money to you, either for life or for a number of years)
C1 Yes... Issuer name and description.

24. Interests in an education IRA, in an account in a qualified ABLE program, or under a qualified state tuition program.
26 U.S.C. §§ 530(b)(1), 529A(b), and 529(b)(1).

No
11 Yes... Institution name and description. Separately file the records of any interests.11 U.S.C. § 521(c):
Official Form 106A/B Schedule A/B: Property page 4
Software Copyright (c) 1996-2025 Best Case, LLC - www.bestcase.com Best Case Bankruptcy

ase 2:25-bk-0O0864-BKM Doci4_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 6 of 46
Debtor1 Jason David Edmunds
Debtor2 _Lyrit Shochat Edmunds Case number (if known) _2:25-bk-00864-BKM

25. Trusts, equitable or future interests in property (other than anything listed in line 1), and rights or powers exercisable for your benefit
L] No
XX] Yes. Give specific information about them...
| Edmunds Revocable Trust - never funded $0.00

26. Patents, copyrights, trademarks, trade secrets, and other intellectual property
Examples: Internet domain names, websites, proceeds from royalties and licensing agreements
LC] No
XX] Yes. Give specific information about them...
| Domain Utopology - no value to third parties $0.00

27. Licenses, franchises, and other general intangibles
Examples: Building permits, exclusive licenses, cooperative association holdings, liquor licenses, professional licenses

XX] No

(Yes. Give specific information about them...

Money or property owed to you? Current value of the
portion you own?
Do not deduct secured
claims or exemptions.

28. Tax refunds owed to you
LC No
XX] Yes. Give specific information about them, including whether you already filed the returns and the tax years.......

Possible tax refund for year 2024 from State
of Arizona State Unknown

29. Family support
Examples: Past due or lump sum alimony, spousal support, child support, maintenance, divorce settlement, property settlement
XX] No

C1 Yes. Give specific information.......

30. Other amounts someone owes you
Examples: Unpaid wages, disability insurance payments, disability benefits, sick pay, vacation pay, workers’ compensation, Social Security
benefits; unpaid loans you made to someone else
LC] No

XX] Yes. Give specific information..

Wages owing from 1/1/25 to Petition Date $5,000.00

31. Interests in insurance policies
Examples: Health, disability, or life insurance; health savings account (HSA); credit, homeowner’s, or renter’s insurance

C1 No

XX] Yes. Name the insurance company of each policy and list its value.

Company name: Beneficiary: Surrender or refund
value:

Northwestern Mutual - no cash surrender Ethan Ronald Edmunds

value (son) $0.00

32. Any interest in property that is due you from someone who has died
If you are the beneficiary of a living trust, expect proceeds from a life insurance policy, or are currently entitled to receive property because
someone has died.

XX No

(Yes. Give specific information..

33. Claims against third parties, whether or not you have filed a lawsuit or made a demand for payment
Examples: Accidents, employment disputes, insurance claims, or rights to sue

XX No

(1 Yes. Describe each claim.........

34. Other contingent and unliquidated claims of every nature, including counterclaims of the debtor and rights to set off claims

C1 No
Official Form 106A/B Schedule A/B: Property page 5
Software Copyright (c) 1996-2025 Best Case, LLC - www.bestcase.com Best Case Bankruptcy

ase 2:25-bk-0O0864-BKM Doci4_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 7 of 46
Debtor1 Jason David Edmunds
Debtor2 _Lyrit Shochat Edmunds Case number (if known) _2:25-bk-00864-BKM

XX] Yes. Describe each claim.........

Reimbursement of legal fees by Michael Cota and Vivian Arriaga
(former partners) $33,000.00

Net operating loss carryover from 2023 (may be offset by 2024
tax obligation) Unknown

35. Any financial assets you did not already list

XX] Yes. Give specific information..

[8,000 Options to buy stock in Orbweaver @ $.01 each Unknown

36. Add the dollar value of all of your entries from Part 4, including any entries for pages you have attached
for Part 4. Write that number here.........c.scccscssssssessssssssesssssesesessessssesoesssecaesssaesseesaeseaneseessaeseessassssaesessnensanaeenees $46,608.82

Describe Any Business-Related Property You Own or Have an Interest In. List any real estate in Part 1.

37. Do you own or have any legal or equitable interest in any business-related property?
LJ No. Go to Part 6.

1 Yes. Go to line 38.

Current value of the
portion you own?

Do not deduct secured
claims or exemptions.

38. Accounts receivable or commissions you already earned
XJ No
1 Yes. Describe.....

39. Office equipment, furnishings, and supplies
Examples: Business-related computers, software, modems, printers, copiers, fax machines, rugs, telephones, desks, chairs, electronic devices

XX No
(1 Yes. Describe.....

40. Machinery, fixtures, equipment, supplies you use in business, and tools of your trade
XJ No
(1 Yes. Describe.....

41. Inventory
XX No
(Yes. Describe.....

42. Interests in partnerships or joint ventures

Xx No
(Yes. Give specific information about them...................
Name of entity: % of ownership:

43. Customer lists, mailing lists, or other compilations
LI No.

XX] Do your lists include personally identifiable information (as defined in 11 U.S.C. § 101(41A))?

LC] No
XX Yes. Describe.....

| Utopology customer lists $0.00

44. Any business-related property you did not already list

XJ No

C1 Yes. Give specific information.........
Official Form 106A/B Schedule A/B: Property page 6
Software Copyright (c) 1996-2025 Best Case, LLC - www.bestcase.com Best Case Bankruptcy

ase 2:25-bk-0O0864-BKM Doci4_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 8 of 46
Debtor1 Jason David Edmunds
Debtor2 _Lyrit Shochat Edmunds Case number (if known) _2:25-bk-00864-BKM

45. Add the dollar value of all of your entries from Part 5, including any entries for pages you have attached
for Part 5. Write that mumber Nere..........esccsecsesssescseessessseceeecenecsneeseseenenecenecanaeseaesenenseaeesanaeseaesenenseasecsnaeseeaeaes $0.00

liam Describe Any Farm- and Commercial Fishing-Related Property You Own or Have an Interest In.
If you own or have an interest in farmland, list it in Part 1.

46. Do you own or have any legal or equitable interest in any farm- or commercial fishing-related property?
KI No. Go to Part 7.

O1Yes. Go to line 47.

Describe All Property You Own or Have an Interest in That You Did Not List Above

53. Do you have other property of any kind you did not already list?
Examples: Season tickets, country club membership
XX] No

C1 Yes. Give specific information..........

54. Add the dollar value of all of your entries from Part 7. Write that number here __ ............2.::::e:eceeseeeeeeeee $0.00

List the Totals of Each Part of this Form

55. Part 1: Total real estate, lime 2 .....sssessssssseessesssesenersessssesenseseransesensssesanaeseassnevansestsssseneuseaesaesenerseseranseneesesenataes $669,800.00

56. Part 2: Total vehicles, line 5 $66,671.00

57. Part 3: Total personal and household items, line 15 $9,750.00

58. Part 4: Total financial assets, line 36 $46,608.82

59. Part 5: Total business-related property, line 45 $0.00

60. Part 6: Total farm- and fishing-related property, line 52 $0.00

61. Part 7: Total other property not listed, line 54 + $0.00

62. Total personal property. Add lines 56 through 61... $123,029.82 Copy personal property total $123,029.82
63. Total of all property on Schedule A/B. Add line 55 + line 62 $792,829.82
Official Form 106A/B Schedule A/B: Property page 7
Software Copyright (c) 1996-2025 Best Case, LLC - www.bestcase.com Best Case Bankruptcy

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 9 of 46
Fill in this information to identify your case:

Debtor 1 Jason David Edmunds

First Name Middle Name Last Name
Debtor 2 Lyrit Shochat Edmunds
(Spouse if, filing) First Name Middle Name Last Name

United States Bankruptcy Court for the: DISTRICT OF ARIZONA

Case number 2:25-bk-00864-BKM
(if known) LC] Check if this is an
amended filing

Official Form 106C

Schedule C: The Property You Claim as Exempt
4/22

Be as complete and accurate as possible. If two married people are filing together, both are equally responsible for supplying correct information. Using
the property you listed on Schedule A/B: Property (Official Form 106A/B) as your source, list the property that you claim as exempt. If more space is
needed, fill out and attach to this page as many copies of Part 2: Additional Page as necessary. On the top of any additional pages, write your name and
case number (if known).

For each item of property you claim as exempt, you must specify the amount of the exemption you claim. One way of doing so is to state a
specific dollar amount as exempt. Alternatively, you may claim the full fair market value of the property being exempted up to the amount of
any applicable statutory limit. Some exemptions—such as those for health aids, rights to receive certain benefits, and tax-exempt retirement
funds—may be unlimited in dollar amount. However, if you claim an exemption of 100% of fair market value under a law that limits the
exemption to a particular dollar amount and the value of the property is determined to exceed that amount, your exemption would be limited
to the applicable statutory amount.

Identify the Property You Claim as Exempt

1. Which set of exemptions are you claiming? Check one only, even if your spouse is filing with you.
XX] You are claiming state and federal nonbankruptcy exemptions. 11 U.S.C. § 522(b)(3)
CJ You are claiming federal exemptions. 11 U.S.C. § 522(b)(2)

2. For any property you list on Schedule A/B that you claim as exempt, fill in the information below.

Brief description of the property and line on Current value of the Amount of the exemption you claim Specific laws that allow exemption
Schedule A/B that lists this property portion you own

Copy the value from Check only one box for each exemption.

Schedule A/B
3743 E. Garden Drive, Phoenix, AZ $669,800.00 Ariz. Rev. Stat. § 33-1101(A)
Maricopa County 100% of fair market value, up to

Line from Schedule A/B: 1.1 any applicable statutory limit

2020 Volvo XC90 55000 miles $26,787.00 Ariz. Rev. Stat. § 33-1125(8)
Line from Schedule A/B: 3.1 mA
100% of fair market value, up to
any applicable statutory limit
Household goods and furnishings $6,000.00 Ariz. Rev. Stat. § 33-1123
Line from Schedule A/B: 6.1 X
100% of fair market value, up to
any applicable statutory limit
Cell phones (liened by Verizon, see Unknown [J Ariz. Rev. Stat. § 33-1123
Schedule D) x
Line from Schedule A/B: 7.2 100% of fair market value, up to
any applicable statutory limit
Five TVs, one camera, five $350.00 Ariz. Rev. Stat. § 33-1123
computers/laptops, one printer, one X
PS3 100% of fair market value, up to
Line from Schedule A/B: 7.1 any applicable statutory limit
Official Form 106C Schedule C: The Property You Claim as Exempt page 1 of 2
Software Copyright (c) 1996-2025 Best Case, LLC - www.bestcase.com Best Case Bankruptcy

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 10 of 46
Debtor1 Yason David Edmunds

Debtor 2 _Lyrit Shochat Edmunds Case number (if known) _2:25-bk-00864-BKM
Brief description of the property and line on Current value of the Amount of the exemption you claim Specific laws that allow exemption
Schedule A/B that lists this property portion you own
Copy the value from Check only one box for each exemption.
Schedule A/B
Wearing apparel both debtors $1,200.00 Ariz. Rev. Stat. § 33-1125(1)
Line from Schedule A/B: 11.1 m

100% of fair market value, up to
any applicable statutory limit

Standard various jewelry (no fine $1,800.00 Ariz. Rev. Stat. § 33-1125(4)
Jewelry), wedding bands, engagement x 100% of fair market value, up to
ring ae a
Line from Schedule A/B: 12.1 any applicable statutory limit
Two dogs $0.00 & $0.00 Ariz. Rev. Stat. § 33-1125(11)
Line from Schedule A/B: 13.1
O 100% of fair market value, up to
any applicable statutory limit
Cash 16.1 $4,000.00 oO Ariz. Rev. Stat. § 33-1126(A)(9)
Line from Schedule A/B: 16.
x 100% of fair market value, up to
any applicable statutory limit
JPMorganChase Bank $4,583.00 Ariz. Rev. Stat. § 33-1126(A)(9)
Line from Schedule A/B: 17.2
xX 100% of fair market value, up to
any applicable statutory limit
Wages owing from 1/1/25 to Petition $5,000.00 W& 90% Ariz. Rev. Stat. § 23-755(D)
Date
Line from Schedule A/B: 30.1 O 100% of fair market value, up to
any applicable statutory limit
Northwestern Mutual - no cash $0.00 & 100% Ariz. Rev. Stat. § 20-1131
surrender value
Line from Schedule A/B: 31.1 O 100% of fair market value, up to
any applicable statutory limit
Utopology customer lists $0.00 -& $0.00 Ariz. Rev. Stat. § 33-1130(1)
Line from Schedule A/B: 43.1 oO

100% of fair market value, up to
any applicable statutory limit

3. Are you claiming a homestead exemption of more than $189,050?
(Subject to adjustment on 4/01/25 and every 3 years after that for cases filed on or after the date of adjustment.)

[1 No

Xl Yes. Did you acquire the property covered by the exemption within 1,215 days before you filed this case?

X No

C1 Yes
Official Form 106C Schedule C: The Property You Claim as Exempt page 2 of 2
Software Copyright (c) 1996-2025 Best Case, LLC - www.bestcase.com Best Case Bankruptcy

ase 2:25-bk-0O0864-BKM Doci4_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 11 of 46
Fill in this information to identify your case:

Case number

United States Bankruptcy Court for the:

2:25-bk-00864-BKM

Debtor 1 Jason David Edmunds

First Name Middle Name Last Name
Debtor 2 Lyrit Shochat Edmunds
(Spouse if, filing) First Name Middle Name Last Name

DISTRICT OF ARIZONA

(if known)

Official Form 106D

Schedule D: Creditors Who Have Claims Secured by Property

LC) Check if this is an
amended filing

12/15

Be as complete and accurate as possible. If two married people are filing together, both are equally responsible for supplying correct information. If more space is
needed, copy the Additional Page, fill it out, number the entries, and attach it to this form. On the top of any additional pages, write your name and case number (if

known).

1. Do any creditors have claims secured by your property?
C1 No. Check this box and submit this form to the court with your other schedules. You have nothing else to report on this form.
XX] Yes. Fill in all of the information below.

List All Secured Claims

2. List all secured claims. If a creditor has more than one secured claim, list the creditor separately Column A Column B Column C
for each claim. If more than one creditor has a particular claim, list the other creditors in Part 2. As Amount of claim Value of collateral Unsecured
much as possible, list the claims in alphabetical order according to the creditor's name. Do not deduct the that supports this portion
value of collateral. claim If any
| 2.1 | Bell Bank Describe the property that secures the claim: $275,901.00 $669,800.00 $0.00
Creditor's Name 3743 E. Garden Drive, Phoenix, AZ
85028
Maricopa County
P.O. Box 10877 as of the date you file, the claim is: Check all that
Fargo, ND 58106 CO Contingent
Number, Street, City, State & Zip Code OO Unliquidated
O Disputed
Who owes the debt? Check one. Nature of lien. Check all that apply.
OO Debtor 1 only OC An agreement you made (such as mortgage or secured
C1 Debtor 2 only car loan)
KX] Debtor 1 and Debtor 2 only OO Statutory lien (such as tax lien, mechanic's lien)
DAt least one of the debtors and another OD Judgment lien from a lawsuit
XX] Check if this claim relates to a XJ Other (including a right to offset) HELOC Deed of Trust
community debt
Date debt was incurred 2023 Last 4 digits of account number
22 Goldwater Bank, N.A. c/o
“—_| Westar Mortgage Describe the property that secures the claim: $274,586.00 $669,800.00 $0.00
Creditor's Name 3743 E. Garden Drive, Phoenix, AZ
85028
Maricopa County
P.O. Box 25400 at the date you file, the claim is: Check all that
Albuquerque, NM 87125 O Contingent
Number, Street, City, State & Zip Code U0 Unliquidated
O Disputed
Who owes the debt? Check one. Nature of lien. Check all that apply.
OO Debtor 1 only OC An agreement you made (such as mortgage or secured
OO Debtor 2 only car loan)
xX Debtor 1 and Debtor 2 only OO Statutory lien (such as tax lien, mechanic's lien)
LI At least one of the debtors and another LO Judgment lien from a lawsuit
XX] Check if this claim relates to a &] Other (including a right to offset) | Senior Deed of Trust
community debt
Date debt was incurred 2020 Last 4 digits of account number
Official Form 106D Schedule D: Creditors Who Have Claims Secured by Property page 1 of 3

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09

Main Document Page 12 of 46

Best Case Bankruptcy

Desc
Debtor 1 Jason David Edmunds Case number (if known) 2:25-bk-00864-BKM
First Name Middle Name Last Name

Debtor 2 Lyrit Shochat Edmunds
First Name Middle Name Last Name

| 2.3 | JPMorganChase Bank Describe the property that secures the claim: $2,982.00 $26,787.00 $2,982.00
Creditor's Name 2020 Volvo XC90 55000 miles
4401 E. Camelback Road as of the date you file, the claim is: Check all that
Phoenix, AZ 85018 L Contingent
Number, Street, City, State & Zip Code 0 Unliquidated
O Disputed
Who owes the debt? Check one. Nature of lien. Check all that apply.
OO Debtor 1 only J An agreement you made (such as mortgage or secured
OO Debtor 2 only car loan)
KX] Debtor 1 and Debtor 2 only OO Statutory lien (such as tax lien, mechanic's lien)
DAt least one of the debtors and another OO Judgment lien from a lawsuit
XX] Check if this claim relates to a OO Other (including a right to offset)
community debt
Date debt was incurred Last 4 digits of account number
| 2.4 | Verizon Wireless Describe the property that secures the claim: $1,814.00 $0.00 Unknown
Creditor's Name Cell phones (liened by Verizon, see
Schedule D)
One Verizon Way - —_
Mail Code 180WVB at the date you file, the claim is: Check all that
Basking Ridge, NJ 07920 O Contingent
Number, Street, City, State & Zip Code 0 Unliquidated
O Disputed
Who owes the debt? Check one. Nature of lien. Check all that apply.
OO Debtor 1 only KI An agreement you made (such as mortgage or secured
OO Debtor 2 only car loan)
xX Debtor 1 and Debtor 2 only OO Statutory lien (such as tax lien, mechanic's lien)
LI At least one of the debtors and another LO Judgment lien from a lawsuit
XX] Check if this claim relates to a CJ Other (including a right to offset)
community debt
Date debt was incurred 10/19/23 Last 4 digits of account number 0001
25 Volvo Car Financial
“| Services Describe the property that secures the claim: $47,422.00 $39,884.00 $47,422.00
Creditor's Name 2023 Volvo XC90 20000 miles
P.O. Box 91300 aot the date you file, the claim is: Check all that
Mobile, AL 36691-1300 L Contingent
Number, Street, City, State & Zip Code D0 unliquidated
UO Disputed
Who owes the debt? Check one. Nature of lien. Check all that apply.
OO Debtor 1 only LO An agreement you made (such as mortgage or secured
OO Debtor 2 only car loan)
XX] Debtor 1 and Debtor 2 only UO Statutory lien (such as tax lien, mechanic's lien)
DAt least one of the debtors and another OO Judgment lien from a lawsuit
XX] Check if this claim relates to a (C Other (including a right to offset)
community debt
Date debt was incurred Last 4 digits of account number
Add the dollar value of your entries in Column A on this page. Write that number here: $602,705.00
If this is the last page of your form, add the dollar value totals from all pages.
Write that number here: $602,705.00

List Others to Be Notified for a Debt That You Already Listed

Use this page only if you have others to be notified about your bankruptcy for a debt that you already listed in Part 1. For example, if a collection agency is
trying to collect from you for a debt you owe to someone else, list the creditor in Part 1, and then list the collection agency here. Similarly, if you have more

Official Form 106D

Additional Page of Schedule D: Creditors Who Have Claims Secured by Property

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc

Main Document Page 13 of 46

page 2 of 3

Best Case Bankruptcy
Debtor 1 Jason David Edmunds Case number (if known) 2:25-bk-00864-BKM

First Name Middle Name Last Name
Debtor 2 Lyrit Shochat Edmunds
First Name Middle Name Last Name

than one creditor for any of the debts that you listed in Part 1, list the additional creditors here. If you do not have additional persons to be notified for any
debts in Part 1, do not fill out or submit this page.

Official Form 106D Additional Page of Schedule D: Creditors Who Have Claims Secured by Property page 3 of 3

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 14 of 46
Fill in this information to identify your case:

Debtor 1 Jason David Edmunds

First Name Middle Name Last Name
Debtor 2 Lyrit Shochat Edmunds
(Spouse if, filing) First Name Middle Name Last Name

United States Bankruptcy Court for the: DISTRICT OF ARIZONA

Case number 2:25-bk-00864-BKM

(if known) LC] Check if this is an
amended filing

Official Form 106E/F
Schedule E/F: Creditors Who Have Unsecured Claims 12/15

Be as complete and accurate as possible. Use Part 1 for creditors with PRIORITY claims and Part 2 for creditors with NONPRIORITY claims. List the other party to
any executory contracts or unexpired leases that could result in a claim. Also list executory contracts on Schedule A/B: Property (Official Form 106A/B) and on
Schedule G: Executory Contracts and Unexpired Leases (Official Form 106G). Do not include any creditors with partially secured claims that are listed in
Schedule D: Creditors Who Have Claims Secured by Property. If more space is needed, copy the Part you need, fill it out, number the entries in the boxes on the
left. Attach the Continuation Page to this page. If you have no information to report in a Part, do not file that Part. On the top of any additional pages, write your
name and case number (if known).

laa List All of Your PRIORITY Unsecured Claims

1. Do any creditors have priority unsecured claims against you?

LO No. Go to Part 2.
I Yes.

2. List all of your priority unsecured claims. If a creditor has more than one priority unsecured claim, list the creditor separately for each claim. For each claim listed,
identify what type of claim it is. If a claim has both priority and nonpriority amounts, list that claim here and show both priority and nonpriority amounts. As much as
possible, list the claims in alphabetical order according to the creditor's name. If you have more than two priority unsecured claims, fill out the Continuation Page of
Part 1. If more than one creditor holds a particular claim, list the other creditors in Part 3.

(For an explanation of each type of claim, see the instructions for this form in the instruction booklet.)

Total claim Priority Nonpriority
amount amount
[1 | Arizona Department of Revenue Last 4 digits of account number $0.00 $0.00 $0.00
Priority Creditor's Name
1600 W. Monroe When was the debt incurred?
Phoenix, AZ 85007
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one. U1 Contingent
OO Debtor 1 only OO Unliquidated
OD Debtor 2 only OO Disputed
KJ Debtor 1 and Debtor 2 only Type of PRIORITY unsecured claim:
DAt least one of the debtors and another OD Domestic support obligations
UO Check if this claim is fora community XX Taxes and certain other debts you owe the government
debt OO Claims for death or personal injury while you were intoxicated
Is the claim subject to offset? LO Other. Specify
Ne FOR INFORMATIONAL PURPOSES ONLY
[22 | Internal Revenue Service Last 4 digits of account number $4,500.00 $4,500.00 $0.00
Priority Creditor's Name
P.O. Box 7346 When was the debt incurred? 2022
Philadelphia, PA 19101-7346
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one. OO Contingent
Ud Debtor 1 only UO Unliquidated
Ud Debtor 2 only UO Disputed
KX] Debtor 1 and Debtor 2 only Type of PRIORITY unsecured claim:
DAt least one of the debtors and another OD Domestic support obligations
UO Check if this claim is fora community XX Taxes and certain other debts you owe the government
debt OO Claims for death or personal injury while you were intoxicated
Is the claim subject to offset? LO Other. Specify
a No Tax obligation
List All of Your NONPRIORITY Unsecured Claims
3. Do any creditors have nonpriority unsecured claims against you?
LI No. You have nothing to report in this part. Submit this form to the court with your other schedules.
Official Form 106 E/F Schedule E/F: Creditors Who Have Unsecured Claims Page 1 of 10

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 15 of 46
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds

Case number (if known)

I Yes.

2:25-bk-00864-BKM

4. List all of your nonpriority unsecured claims in the alphabetical order of the creditor who holds each claim. If a creditor has more than one nonpriority
unsecured claim, list the creditor separately for each claim. For each claim listed, identify what type of claim it is. Do not list claims already included in Part 1. If more
than one creditor holds a particular claim, list the other creditors in Part 3.If you have more than three nonpriority unsecured claims fill out the Continuation Page of Part

2.
Total claim
| 41 American Express Last 4 digits of account number _1006 $30,858.00
Nonpriority Creditor's Name
P.O. Box 96001 When was the debt incurred?
Los Angeles, CA 90096-8000
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
DD Debtor 1 only OO Contingent
O Debtor 2 only O Unliquidated
XX] Debtor 1 and Debtor 2 only OO Disputed
DI At least one of the debtors and another Type of NONPRIORITY unsecured claim:
OO Check if this claim is fora community OO Student loans
debt 0 Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No OO Debts to pension or profit-sharing plans, and other similar debts
O Yes I Other. Specify Credit card purchases
| 4.2 American Express Last 4 digits of account number _1020 $10,203.00
Nonpriority Creditor's Name
P.O. Box 96001 When was the debt incurred?
Los Angeles, CA 90096-8000
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
OO Debtor 1 only UO Contingent
DD Debtor 2 only O Unliquidated
XX Debtor 1 and Debtor 2 only O Disputed
DIAt least one of the debtors and another Type of NONPRIORITY unsecured claim:
UO Check if this claim is fora community O Student loans
debt 0 Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No LO Debts to pension or profit-sharing plans, and other similar debts
OYes &] Other. Specify Credit card purchases
| 4.3 Array Last 4 digits of account number $7,904.00
Nonpriority Creditor's Name
2995 Dawn Dr., Ste 106 When was the debt incurred?
Georgetown, TX 78628
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only OO Contingent
UO Debtor 2 only UO Unliquidated
XJ Debtor 1 and Debtor 2 only OO Disputed
DI At least one of the debtors and another Type of NONPRIORITY unsecured claim:
D1 Check if this claim is fora community O Student loans
debt 0 Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No LO Debts to pension or profit-sharing plans, and other similar debts
O Yes &] Other. Specify Credit card purchases
Official Form 106 E/F Schedule E/F: Creditors Who Have Unsecured Claims Page 2 of 10

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09

Main Document

Page 16 of 46

Best Case Bankruptcy

Desc
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds

[aa |

Case number (if known)

2:25-bk-00864-BKM

Bank of America Last 4 digits of account number $16,640.00
Nonpriority Creditor's Name
13008 N. Tatum Blvd. When was the debt incurred?
Phoenix, AZ 85032
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
C1 Debtor 1 only 0 Contingent
OO Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only O Disputed
DIAt least one of the debtors and another Type of NONPRIORITY unsecured claim:
OO Check if this claim is fora community OO Student loans
debt U1 Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No UO Debts to pension or profit-sharing plans, and other similar debts
O Yes XI Other. Specify Credit card purchases
| 45 British Airways Last 4 digits of account number 1654 $4,715.00
Nonpriority Creditor's Name
P.O. Box 15123 When was the debt incurred?
Wilmington, DE 19850-5123
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
DD Debtor 1 only OO Contingent
LD Debtor 2 only U0 unliquidated
XX] Debtor 1 and Debtor 2 only OO Disputed
DIAt least one of the debtors and another Type of NONPRIORITY unsecured claim:
OO Check if this claim is fora community OO Student loans
debt 0 Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No OO Debts to pension or profit-sharing plans, and other similar debts
CO Yes & Other. Specify Credit card purchases
| 4.6 CitiBank Last 4 digits of account number 7057 $28,185.00
Nonpriority Creditor's Name
Box 6500 When was the debt incurred?
Sioux Falls, SD 57117
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
OO Debtor 1 only U1 Contingent
DD Debtor 2 only OO Unliquidated
XJ Debtor 1 and Debtor 2 only OO Disputed
LAt least one of the debtors and another Type of NONPRIORITY unsecured claim:
UO Check if this claim is fora community OO Student loans
debt OO Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No LO Debts to pension or profit-sharing plans, and other similar debts
O Yes &] Other. Specify Credit card purchases
Official Form 106 E/F Schedule E/F: Creditors Who Have Unsecured Claims Page 3 of 10

Best Case Bankruptcy

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc

Main Document

Page 17 of 46
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds

[ez]

Case number (if known)

2:25-bk-00864-BKM

CitiBank Last 4 digits of account number _3690 $5,453.00
Nonpriority Creditor's Name
P.O. Box 790046 When was the debt incurred?
Saint Louis, MO 63179-0046
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
C1 Debtor 1 only 0 Contingent
OO Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only O Disputed
DIAt least one of the debtors and another Type of NONPRIORITY unsecured claim:
OO Check if this claim is fora community OO Student loans
debt U1 Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No UO Debts to pension or profit-sharing plans, and other similar debts
O Yes XI Other. Specify Credit card purchases
| 4.8 CitiBank Last 4 digits of account number 7885 $4,000.00
Nonpriority Creditor's Name
P.O. Box 6500 When was the debt incurred?
Sioux Falls, SD 57117
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
DD Debtor 1 only OO Contingent
LD Debtor 2 only U0 unliquidated
XX] Debtor 1 and Debtor 2 only OO Disputed
DIAt least one of the debtors and another Type of NONPRIORITY unsecured claim:
OO Check if this claim is fora community OO Student loans
debt 0 Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No OO Debts to pension or profit-sharing plans, and other similar debts
CO Yes & Other. Specify Credit card purchases
| 4.9 Credit One Bank Last 4 digits of account number 1744 $2,879.00
Nonpriority Creditor's Name
P.O. Biox 60500 When was the debt incurred?
City of Industry, CA 91716-0500
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
OO Debtor 1 only U1 Contingent
DD Debtor 2 only OO Unliquidated
XJ Debtor 1 and Debtor 2 only OO Disputed
LAt least one of the debtors and another Type of NONPRIORITY unsecured claim:
UO Check if this claim is fora community OO Student loans
debt OO Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No LO Debts to pension or profit-sharing plans, and other similar debts
O Yes &] Other. Specify Credit card purchases
Official Form 106 E/F Schedule E/F: Creditors Who Have Unsecured Claims Page 4 of 10

Best Case Bankruptcy

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc

Main Document

Page 18 of 46
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds

Case number (if known)

2:25-bk-00864-BKM

41
0 Credit One Bank Last 4 digits of account number 1140 $2,221.00
Nonpriority Creditor's Name
P.O. Biox 60500 When was the debt incurred?
City of Industry, CA 91716-0500
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only 0 Contingent
OO Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only OO Disputed
DI At least one of the debtors and another Type of NONPRIORITY unsecured claim:
D0 Check if this claim is fora community OO Student loans
debt LO Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KX] No OO Debts to pension or profit-sharing plans, and other similar debts
O Yes & Other. Specify Credit card purchases
41
1 Department of Education/Nelnet Last 4 digits of account number $14,160.00
Nonpriority Creditor's Name
121 S. 13th Street When was the debt incurred?
Lincoln, NE 68508
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only 0 Contingent
0 Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only UO Disputed
LD At least one of the debtors and another Type of NONPRIORITY unsecured claim:
D0 Check if this claim is fora community KI Student loans
debt 0 Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KX] No LO Debts to pension or profit-sharing plans, and other similar debts
O Yes OO Other. Specify
Student loan
41
2 Dept. of Education/Nelnet Last 4 digits of account number $141,173.00
Nonpriority Creditor's Name
121 S. 13th Street When was the debt incurred?
Lincoln, NE 68508
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
OO Debtor 1 only O1 Contingent
OO Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only O Disputed
DAt least one of the debtors and another Type of NONPRIORITY unsecured claim:
OO Check if this claim is fora community KX] Student loans
debt LO Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No OO Debts to pension or profit-sharing plans, and other similar debts
OO Yes LO Other. Specify
Student loan
Official Form 106 E/F Schedule E/F: Creditors Who Have Unsecured Claims Page 5 of 10

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 19 of 46
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds

Case number (if known)

2:25-bk-00864-BKM

441
3 Ethan Edmunds Last 4 digits of account number $15,000.00
Nonpriority Creditor's Name
3743 E. Garden Drive When was the debt incurred?
Phoenix, AZ 85028
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only 0 Contingent
OO Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only OO Disputed
DI At least one of the debtors and another Type of NONPRIORITY unsecured claim:
D0 Check if this claim is fora community OO Student loans
debt LO Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KX] No OO Debts to pension or profit-sharing plans, and other similar debts
Yes & Other. Specify Loan
41
4 Fennemore Craig Last 4 digits of account number $5,500.00
Nonpriority Creditor's Name
P.O. Box 913530 When was the debt incurred?
Denver, CO 80291-3530
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only 0 Contingent
0 Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only UO Disputed
LD At least one of the debtors and another Type of NONPRIORITY unsecured claim:
D0 Check if this claim is fora community 0 Student loans
debt 0 Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KX] No LO Debts to pension or profit-sharing plans, and other similar debts
OO Yes & Other. Specify Legal fees
A Higher Education Loan Auth. of the
5 MO Last 4 digits of account number $9,306.00
Nonpriority Creditor's Name
633 Spirit Drive When was the debt incurred?
Chesterfield, MO 63005
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only 0 Contingent
0 Debtor 2 only D0 Unliquidated
KX] Debtor 1 and Debtor 2 only UO Disputed
DI At least one of the debtors and another Type of NONPRIORITY unsecured claim:
D0 Check if this claim is fora community J Student loans
debt LH Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KX] No UO Debts to pension or profit-sharing plans, and other similar debts
Student loan
Official Form 106 E/F Schedule E/F: Creditors Who Have Unsecured Claims Page 6 of 10

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09

Main Document

Page 20 of 46

Best Case Bankruptcy

Desc
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds

Case number (if known)

2:25-bk-00864-BKM

6 JPMorganChase Bank Last 4 digits of accountnumber 2172 $30,807.00
Nonpriority Creditor's Name
P.O. Box 15123 When was the debt incurred?
Wilmington, DE 19850-5123
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only 0 Contingent
OO Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only OO Disputed
DI At least one of the debtors and another Type of NONPRIORITY unsecured claim:
D0 Check if this claim is fora community OO Student loans
debt LO Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KX] No OO Debts to pension or profit-sharing plans, and other similar debts
0 Yes &] Other. Specify Credit card purchases

7 JPMorganChase Bank Last 4 digits of account number 8757 $32,027.00
Nonpriority Creditor's Name
P.O. Box 15123 When was the debt incurred?
Wilmington, DE 19850-5123
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only 0 Contingent
0 Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only UO Disputed
LD At least one of the debtors and another Type of NONPRIORITY unsecured claim:
D0 Check if this claim is fora community 0 Student loans
debt 0 Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KX] No LO Debts to pension or profit-sharing plans, and other similar debts
O Yes & Other. Specify Credit card purchases

8 JPMorganChase Bank Last 4 digits of account number _5931 $46,042.00
Nonpriority Creditor's Name
P.O. Box 15123 When was the debt incurred?
Wilmington, DE 19850-5123
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only 0 Contingent
UD Debtor 2 only UO Unliquidated
XJ Debtor 1 and Debtor 2 only OO Disputed
DI At least one of the debtors and another Type of NONPRIORITY unsecured claim:
OO Check if this claim is fora community OO Student loans
debt 0 Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No LO Debts to pension or profit-sharing plans, and other similar debts
O Yes &] Other. Specify Credit card purchases

Official Form 106 E/F Schedule E/F: Creditors Who Have Unsecured Claims Page 7 of 10

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 21 of 46
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds

Case number (if known)

2:25-bk-00864-BKM

9 JPMorganChase Bank Last 4 digits of account number 1306 $11,533.00
Nonpriority Creditor's Name
P.O. Box 15123 When was the debt incurred?
Wilmington, DE 19850-5123
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only 0 Contingent
OO Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only OO Disputed
DI At least one of the debtors and another Type of NONPRIORITY unsecured claim:
D0 Check if this claim is fora community OO Student loans
debt LO Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KX] No OO Debts to pension or profit-sharing plans, and other similar debts
0 Yes &] Other. Specify Credit card purchases

4.2

0 JPMorganChase Bank Last 4 digits of account number 0206 $30,027.00
Nonpriority Creditor's Name
P.O. Box 15123 When was the debt incurred?
Wilmington, DE 19850-5123
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only 0 Contingent
0 Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only UO Disputed
LD At least one of the debtors and another Type of NONPRIORITY unsecured claim:
D0 Check if this claim is fora community 0 Student loans
debt 0 Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KX] No LO Debts to pension or profit-sharing plans, and other similar debts
O Yes & Other. Specify Credit card purchases

4.2

1 Kercsmar & Ohara/KSO Last 4 digits of account number $274,483.00
Nonpriority Creditor's Name
8800 E. Raintree Dr., Ste 310 When was the debt incurred?
Scottsdale, AZ 85260
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only 0 Contingent
UD Debtor 2 only UO Unliquidated
XJ Debtor 1 and Debtor 2 only OO Disputed
DI At least one of the debtors and another Type of NONPRIORITY unsecured claim:
OO Check if this claim is fora community OO Student loans
debt 0 Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No LO Debts to pension or profit-sharing plans, and other similar debts
CO Yes & Other. Specify Legal fees

Official Form 106 E/F Schedule E/F: Creditors Who Have Unsecured Claims Page 8 of 10

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 22 of 46
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds

Case number (if known)

2:25-bk-00864-BKM

4.2
2 Lewis Roca Rothgerber Christie Last 4 digits of account number $556,919.00
Nonpriority Creditor's Name
201 E. Washington St., Ste 1200 When was the debt incurred?
Phoenix, AZ 85004
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only 0 Contingent
OO Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only OO Disputed
DI At least one of the debtors and another Type of NONPRIORITY unsecured claim:
D0 Check if this claim is fora community OO Student loans
debt LO Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KX] No OO Debts to pension or profit-sharing plans, and other similar debts
O Yes & Other. Specify Legal fees
4.2
3 Michael Cota and Vivian Arriaga Last 4 digits of account number $2,819,969.00
Nonpriority Creditor's Name
c/o Squire Patton Boggs (US) LLP When was the debt incurred?
2325 E. Camelback Rd., Ste 700
Phoenix, AZ 85016
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only OO Contingent
0 Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only KX] Disputed
LDIAt least one of the debtors and another Type of NONPRIORITY unsecured claim:
D0 Check if this claim is fora community OO Student loans
debt UO Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No OO Debts to pension or profit-sharing plans, and other similar debts
O Yes &] Other. Specify Judgment
4.2
4 Nordstrom Card Services Last 4 digits of account number $1,934.00
Nonpriority Creditor's Name
P.O. Box 100135 When was the debt incurred?
Columbia, SC 29202-3135
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only O Contingent
0 Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only O Disputed
LIAt least one of the debtors and another Type of NONPRIORITY unsecured claim:
D0 Check if this claim is fora community OO Student loans
debt UO Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KI No OO Debts to pension or profit-sharing plans, and other similar debts
O Yes & Other. Specify Credit card purchases
Official Form 106 E/F Schedule E/F: Creditors Who Have Unsecured Claims Page 9 of 10

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09

Main Document

Page 23 of 46

Best Case Bankruptcy

Desc
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds

Case number (if known)

2:25-bk-00864-BKM

4.2
5 Sue and Bill Miller Last 4 digits of account number $34,000.00
Nonpriority Creditor's Name
14151 Ski View Loop When was the debt incurred?
Truckee, CA 96161
Number Street City State Zip Code As of the date you file, the claim is: Check all that apply
Who incurred the debt? Check one.
0 Debtor 1 only 0 Contingent
OO Debtor 2 only OO Unliquidated
KX] Debtor 1 and Debtor 2 only OO Disputed
DI At least one of the debtors and another Type of NONPRIORITY unsecured claim:
D0 Check if this claim is fora community OO Student loans
debt LO Obligations arising out of a separation agreement or divorce that you did not
Is the claim subject to offset? report as priority claims
KX] No OO Debts to pension or profit-sharing plans, and other similar debts
Yes & Other. Specify Loan
4.2
6 Vardit and Rafi Kimhi Last 4 digits of account number $50,000.00

Nonpriority Creditor's Name
7 Shvil Hazahav St
Ra'ananna Israel 43000

When was the debt incurred?

Number Street City State Zip Code

Who incurred the debt? Check one.

0 Debtor 1 only

0 Debtor 2 only

KX] Debtor 1 and Debtor 2 only

LD At least one of the debtors and another

D0 Check if this claim is fora community
debt

Is the claim subject to offset?
KI No
Yes

As of the date you file, the claim is: Check all that apply

0 Contingent

UO Disputed

Type of NONPRIORITY unsecured claim:

OO Student loans

0 Obligations arising out of a separation agreement or divorce that you did not
report as priority claims

LO Debts to pension or profit-sharing plans, and other similar debts

& Other. Specify Loan

List Others to Be Notified About a Debt That You Already Listed

5. Use this page only if you have others to be notified about your bankruptcy, for a debt that you already listed in Parts 1 or 2. For example, if a collection agency
is trying to collect from you for a debt you owe to someone else, list the original creditor in Parts 1 or 2, then list the collection agency here. Similarly, if you
have more than one creditor for any of the debts that you listed in Parts 1 or 2, list the additional creditors here. If you do not have additional persons to be
notified for any debts in Parts 1 or 2, do not fill out or submit this page.

Add the Amounts for Each Type of Unsecured Claim

6. Total the amounts of certain types of unsecured claims. This information is for statistical reporting purposes only. 28 U.S.C. §159. Add the amounts for each
type of unsecured claim.

Total Claim
6a. Domestic support obligations 6a. $ 0.00
Total claims
from Part 1 6b. Taxes and certain other debts you owe the government 6b. $ 4,500.00
6c. Claims for death or personal injury while you were intoxicated 6c. $ 0.00
6d. Other. Add all other priority unsecured claims. Write that amount here. 6d. $ 0.00
6e. Total Priority. Add lines 6a through 6d. 6e. $ 4,500.00
Total Claim
6f. Student loans 6f. $ 164,639.00
Total claims
from Part 2 6g. Obligations arising out of a separation agreement or divorce that
you did not report as priority claims 6g. $ 0.00
6h. Debts to pension or profit-sharing plans, and other similar debts 6h. $ 0.00
6i. Other. Add all other nonpriority unsecured claims. Write that amount 6i.
here. $ 4,021,299.00
6j. Total Nonpriority. Add lines 6f through 6i. Gj. $ 4,185,938.00

Official Form 106 E/F

Schedule E/F: Creditors Who Have Unsecured Claims

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc

Main Document Page 24 of 46

Page 10 of 10
Best Case Bankruptcy
Fill in this information to identify your case:

Debtor 1 Jason David Edmunds

First Name Middle Name Last Name
Debtor 2 Lyrit Shochat Edmunds
(Spouse if, filing) First Name Middle Name Last Name

United States Bankruptcy Court for the: DISTRICT OF ARIZONA

Case number 2:25-bk-00864-BKM
(if known) LC] Check if this is an
amended filing

Official Form 106G
Schedule G: Executory Contracts and Unexpired Leases 12/45

Be as complete and accurate as possible. If two married people are filing together, both are equally responsible for supplying correct
information. If more space is needed, copy the additional page, fill it out, number the entries, and attach it to this page. On the top of any
additional pages, write your name and case number (if known).

1. Do you have any executory contracts or unexpired leases?
XJ No. Check this box and file this form with the court with your other schedules. You have nothing else to report on this form.
C1 Yes. Fill in all of the information below even if the contacts of leases are listed on Schedule A/B:Property (Official Form 106 A/B).

2. List separately each person or company with whom you have the contract or lease. Then state what each contract or lease is for (for
example, rent, vehicle lease, cell phone). See the instructions for this form in the instruction booklet for more examples of executory contracts
and unexpired leases.

Person or company with whom you have the contract or lease State what the contract or lease is for
Name, Number, Street, City, State and ZIP Code
2.1
Name
Number Street
City State ZIP Code
2.2
Name
Number Street
City State ZIP Code
2.3
Name
Number Street
City State ZIP Code
2.4
Name
Number Street
City State ZIP Code
2.5
Name
Number Street
City State ZIP Code
Official Form 106G Schedule G: Executory Contracts and Unexpired Leases Page 1 of 1
Software Copyright (c) 1996-2025 Best Case, LLC - www.bestcase.com Best Case Bankruptcy

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 25 of 46
Fill in this information to identify your case:

Debtor 1 Jason David Edmunds

First Name Middle Name Last Name
Debtor 2 Lyrit Shochat Edmunds
(Spouse if, filing) First Name Middle Name Last Name

United States Bankruptcy Court for the: DISTRICT OF ARIZONA

Case number 2:25-bk-00864-BKM
(if known) LC] Check if this is an

amended filing

Official Form 106H
Schedule H: Your Codebtors 12/15

Codebtors are people or entities who are also liable for any debts you may have. Be as complete and accurate as possible. If two married
people are filing together, both are equally responsible for supplying correct information. If more space is needed, copy the Additional Page,
fill it out, and number the entries in the boxes on the left. Attach the Additional Page to this page. On the top of any Additional Pages, write
your name and case number (if known). Answer every question.

1. Do you have any codebtors? (If you are filing a joint case, do not list either spouse as a codebtor.

XX No
C1 Yes

2. Within the last 8 years, have you lived in a community property state or territory? (Community property states and territories include
Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Puerto Rico, Texas, Washington, and Wisconsin.)

C1 No. Go to line 3.
XX] Yes. Did your spouse, former spouse, or legal equivalent live with you at the time?

C1 No
XX Yes.

In which community state or territory did you live? -NONE- . Fill in the name and current address of that person.

Name of your spouse, former spouse, or legal equivalent
Number, Street, City, State & Zip Code

3. In Column 1, list all of your codebtors. Do not include your spouse as a codebtor if your spouse is filing with you. List the person shown
in line 2 again as a codebtor only if that person is a guarantor or cosigner. Make sure you have listed the creditor on Schedule D (Official
Form 106D), Schedule E/F (Official Form 106E/F), or Schedule G (Official Form 106G). Use Schedule D, Schedule E/F, or Schedule G to fill

out Column 2.

Column 1: Your codebtor Column 2: The creditor to whom you owe the debt
Name, Number, Street, City, State and ZIP Code Check all schedules that apply:

3.1 LC Schedule D, line
Name (1 Schedule E/F, line

C] Schedule G, line

Number Street
City State ZIP Code

3.2 (J Schedule D, line
Name C Schedule E/F, line

(J Schedule G, line
Number Street
City State ZIP Code
Official Form 106H Schedule H: Your Codebtors Page 1 of 1

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 26 of 46
Fill in this information to identify your case:

Debtor 1 Jason David Edmunds

Debtor 2 Lyrit Shochat Edmunds
(Spouse, if filing)

United States Bankruptcy Court for the: DISTRICT OF ARIZONA

Case number 2:25-bk-00864-BKM Check if this is:

(If known) (1 An amended filing

C1 A supplement showing postpetition chapter
13 income as of the following date:

Official Form 1061 MM/DD/YYYY
Schedule I: Your Income 42/15

Be as complete and accurate as possible. If two married people are filing together (Debtor 1 and Debtor 2), both are equally responsible for
supplying correct information. If you are married and not filing jointly, and your spouse is living with you, include information about your
spouse. If you are separated and your spouse is not filing with you, do not include information about your spouse. If more space is needed,
attach a separate sheet to this form. On the top of any additional pages, write your name and case number (if known). Answer every question.

Describe Employment

1. Fill in your employment

information. Debtor 1 Debtor 2 or non-filing spouse
If you have more than one job, Employment status C1 Employed [] Employed
attach a separate page with
information about additional XJ Not employed L] Not employed
employers. .
Occupation
President

Include part-time, seasonal, or
self-employed work.

Employer's name Utopology LLC

Occupation may include student
or homemaker, if it applies. Employer's address
3743 E. Garden Drive

Phoenix, AZ 85028

How long employed there? 10 years

Give Details About Monthly Income

Estimate monthly income as of the date you file this form. If you have nothing to report for any line, write $0 in the space. Include your non-filing spouse
unless you are separated.

If you or your non-filing spouse have more than one employer, combine the information for all employers for that person on the lines below. If you need
more space, attach a separate sheet to this form.

For Debtor 1 For Debtor 2 or
non-filing spouse

List monthly gross wages, salary, and commissions (before all payroll

2. deductions). If not paid monthly, calculate what the monthly wage would be. 2. §$ 0.00 ¢$ 6,635.70
3. Estimate and list monthly overtime pay. 3. +$ 0.00 +$ 0.00
4. Calculate gross Income. Add line 2 + line 3. 4. | $ 0.00 $ 6,635.70

Main Document Page 27 of 46
Debtor 1
Debtor 2 Lyrit Shochat Edmunds

10.

11.

12.

13.

Jason David Edmunds

Copy lime 4 here o......eceeceseeeeeeeeeeeeseeeeeeeeeeeeeaeeaeneeeeasaeeeeaseeeeessaeeeaseeeseeseeeeeeseeeeeseaeee

List all payroll deductions:

5a. Tax, Medicare, and Social Security deductions

5b. Mandatory contributions for retirement plans

5c. Voluntary contributions for retirement plans

5d. Required repayments of retirement fund loans

5e. Insurance

5f. | Domestic support obligations

5g. Union dues

5h. Other deductions. Specify:

Add the payroll deductions. Add lines 5a+5b+5c+5d+5e+5f+5g+5h.

Calculate total monthly take-home pay. Subtract line 6 from line 4.

List all other income regularly received:

8a. Net income from rental property and from operating a business,
profession, or farm
Attach a statement for each property and business showing gross
receipts, ordinary and necessary business expenses, and the total
monthly net income.

8b. Interest and dividends

8c. Family support payments that you, a non-filing spouse, or a dependent
regularly receive
Include alimony, spousal support, child support, maintenance, divorce
settlement, and property settlement.

8d. Unemployment compensation

8e. Social Security

8f. Other government assistance that you regularly receive
Include cash assistance and the value (if known) of any non-cash assistance
that you receive, such as food stamps (benefits under the Supplemental
Nutrition Assistance Program) or housing subsidies.
Specify:

8g. Pension or retirement income

8h. Other monthly income. Specify:

Add all other income. Add lines 8a+8b+8c+8d+8e+8f+8g+8h.

Calculate monthly income. Add line 7 + line 9.

Add the entries in line 10 for Debtor 1 and Debtor 2 or non-filing spouse.

State all other regular contributions to the expenses that you list in Schedule J.

10.

Case number (if known)

For Debtor 1

2:25-bk-00864-BKM

For Debtor 2 or
non-filing spouse

4. § 0.00 ¢$ 6,635.70
5a. $ 0.00 $ 1,635.70
5b. $ 0.00 § 0.00
5c. $ 0.00 ¢§ 0.00
5d. $ 0.00 ¢$ 0.00
5e. $ 0.00 §$ 0.00
Sf. $ 0.00 § 0.00
5g. §$ 0.00 ¢§ 0.00
5h.+ $ 0.00 + $ 0.00
6. §$ 0.00 ¢$ 1,635.70
7. § 0.00 ¢$ 5,000.00
8a. $ 0.00 § 0.00
8b. $ 0.00 § 0.00
8c. $ 0.00 ¢$ 0.00
8d. $ 0.00 ¢$ 0.00
8e. $ 0.00 § 0.00
8g. §$ 0.00 ¢$ 0.00
8h.+ $ 0.00 + $ 0.00
9. 1$ 0.00| |$ 0.00
$ 0.00] +} $ 5,000.00 | =| $ 5,000.00

Include contributions from an unmarried partner, members of your household, your dependents, your roommates, and
other friends or relatives.
Do not include any amounts already included in lines 2-10 or amounts that are not available to pay expenses listed in Schedule J.
Specify:

Add the amount in the last column of line 10 to the amount in line 11. The result is the combined monthly income.
Write that amount on the Summary of Schedules and Statistical Summary of Certain Liabilities and Related Data, if it

11. +$ 0.00

applies

Do you expect an increase or decrease within the year after you file this form?

No.

12.| $ 5,000.00

Combined
monthly income

Yes. Explain: |Debtor Jason Edmunds has applied for SSDI, which request is being evaluated at this time.

Main Document Page 28 of 46
Fill in this information to identify your case:

Debtor 1 Jason David Edmunds Check if this is:
[1 Anamended filing
Debtor 2 Lyrit Shochat Edmunds (1 Asupplement showing postpetition chapter 13
(Spouse, if filing) expenses as of the following date:
United States Bankruptcy Court for the: DISTRICT OF ARIZONA MM/DD/YYYY

Case number 2:25-bk-00864-BKM

(If known)

Official Form 106J
Schedule J: Your Expenses 12/45

Be as complete and accurate as possible. If two married people are filing together, both are equally responsible for supplying correct
information. If more space is needed, attach another sheet to this form. On the top of any additional pages, write your name and case number
(if known). Answer every question.

Describe Your Household

1. Is this a joint case?
C1 No. Go to line 2.
XX] Yes. Does Debtor 2 live in a separate household?

XI No
CO Yes. Debtor 2 must file Official Form 106J-2, Expenses for Separate Household of Debtor 2.

2. Do you have dependents? [] No

Do not list Debtor 1 and X] Yes. Fill out this information for Dependent’s relationship to Dependent’s Does dependent
Debtor 2. each dependert.............. Debtor 1 or Debtor 2 age live with you?
Do not state the L] No
dependents names. Son 18 XX] Yes

LC] No

1 Yes

LC] No

C1 Yes

LC] No

C1 Yes

3. Do your expenses include XX] No

expenses of people other than C1 Yes
yourself and your dependents?

Estimate Your Ongoing Monthly Expenses

Estimate your expenses as of your bankruptcy filing date unless you are using this form as a supplement in a Chapter 13 case to report
expenses as of a date after the bankruptcy is filed. If this is a supplemental Schedule J, check the box at the top of the form and fill in the
applicable date.

Include expenses paid for with non-cash government assistance if you know the
value of such assistance and have included it on Schedule |: Your Income

(Official Form 1061.) Your OSES

4. The rental or home ownership expenses for your residence. Include first mortgage
payments and any rent for the ground or lot. 4. $ 2,793.00

If not included in line 4:

4a. Real estate taxes 4a. $ 195.00
4b. Property, homeowner's, or renter’s insurance 4b. $ 370.25
4c. Home maintenance, repair, and upkeep expenses 4c. $ 416.60
4d. Homeowner’s association or condominium dues 4d. $ 0.00
5. Additional mortgage payments for your residence, such as home equity loans 5. $ 2,100.00
6. Utilities:
6a. Electricity, heat, natural gas 6a. $ 449.00
6b. Water, sewer, garbage collection 6b. $ 348.00
6c. Telephone, cell phone, Internet, satellite, and cable services 6c. $ 375.00
6d. Other. Specify: 6d. $ 0.00
Official Form 106J Schedule J: Your Expenses page 1

Case 2:25-bk-00864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 29 of 46
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds

Case number (if known)

2:25-bk-00864-BKM

7. Food and housekeeping supplies 7. $ 536.00
8. Childcare and children’s education costs 8. $ 0.00
9. Clothing, laundry, and dry cleaning 9. $ 0.00
10. Personal care products and services 10. $ 0.00
11. Medical and dental expenses 11. $ 1,400.00
12. Transportation. Include gas, maintenance, bus or train fare.
Do not include car payments. 12. $ 400.00
13. Entertainment, clubs, recreation, newspapers, magazines, and books 13. $ 15.00
14. Charitable contributions and religious donations 14. $ 15.00
15. Insurance.
Do not include insurance deducted from your pay or included in lines 4 or 20.
15a. Life insurance 15a. $ 186.00
15b. Health insurance 15b. $ 1,640.00
15c. Vehicle insurance 15c. $ 831.00
15d. Other insurance. Specify: Umbrella and home 15d. $ 110.00
16. Taxes. Do not include taxes deducted from your pay or included in lines 4 or 20.
Specify: 16. $ 0.00
17. Installment or lease payments:
17a. Car payments for Vehicle 1 17a. $ 1,100.00
17b. Car payments for Vehicle 2 17b. $ 1,160.00
17c. Other. Specify: Student Loans 17c. $ 194.00
17d. Other. Specify: 17d. $ 0.00
18. Your payments of alimony, maintenance, and support that you did not report as
deducted from your pay on line 5, Schedule I, Your Income (Official Form 1061). 18. $ 0.00
19. Other payments you make to support others who do not live with you. $ 0.00
Specify: 19.
20. Other real property expenses not included in lines 4 or 5 of this form or on Schedule I: Your Income.
20a. Mortgages on other property 20a. $ 0.00
20b. Real estate taxes 20b. $ 0.00
20c. Property, homeowner's, or renter’s insurance 20c. $ 0.00
20d. Maintenance, repair, and upkeep expenses 20d. $ 0.00
20e. Homeowner's association or condominium dues 20e. $ 0.00
21. Other: Specify: 21. +$ 0.00
22. Calculate your monthly expenses
22a. Add lines 4 through 21. $ 14,633.85
22b. Copy line 22 (monthly expenses for Debtor 2), if any, from Official Form 106J-2 $
22c. Add line 22a and 22b. The result is your monthly expenses. $ 14,633.85
23. Calculate your monthly net income.
23a. Copy line 12 (your combined monthly income) from Schedule |. 23a. $ 5,000.00
23b. Copy your monthly expenses from line 22c above. 23b. -$ 14,633.85
23c. Subtract your monthly expenses from your monthly income.
The result is your monthly net income. 23c. | $ -9,633.85
24. Do you expect an increase or decrease in your expenses within the year after you file this form?
For example, do you expect to finish paying for your car loan within the year or do you expect your mortgage payment to increase or decrease because of a
modification to the terms of your mortgage?
CI No.
X] Yes. Explain here: April 2025 is final payment on 2020 Volvo.
Official Form 106J Schedule J: Your Expenses age 2

Case 2:25-bk-00864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc

Main Document Page 30 of 46
Fill in this information to identify your case:

Case number

United States Bankruptcy Court for the:

2:25-bk-00864-BKM

DISTRICT OF ARIZONA

Debtor 1 Jason David Edmunds

First Name Middle Name Last Name
Debtor 2 Lyrit Shochat Edmunds
(Spouse if, filing) First Name Middle Name Last Name

(if known)

Official Form 107

Statement of Financial Affairs for Individuals Filing for Bankruptcy

Check if this is an
amended filing

04/22

Be as complete and accurate as possible. If two married people are filing together, both are equally responsible for supplying correct

information.

number (if known). Answer every question.

Give Details About Your Marital Status and Where You Lived Before

If more space is needed, attach a separate sheet to this form. On the top of any additional pages, write your name and case

1. What is your current marital status?

XX Married
C1 Not married

2. During the last 3 years, have you lived anywhere other than where you live now?

X No

C1 Yes. List all of the places you lived in the last 3 years. Do not include where you live now.

Debtor 1:

Dates Debtor 1

lived there

Debtor 2 Prior Address:

Dates Debtor 2
lived there

3. Within the last 8 years, did you ever live with a spouse or legal equivalent in a community property state or territory? (Community property
states and territories include Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Puerto Rico, Texas, Washington and Wisconsin.)

CL] No

XX Yes. Make sure you fill out Schedule H: Your Codebtors (Official Form 106H).

Explain the Sources of Your Income

4. Did you have any income from employment or from operating a business during this year or the two previous calendar years?
Fill in the total amount of income you received from all jobs and all businesses, including part-time activities.
If you are filing a joint case and you have income that you receive together, list it only once under Debtor 1.

CL] No
XX Yes. Fill in the details.

Debtor 1

Sources of income
Check all that apply.

Gross income
(before deductions and
exclusions)

Debtor 2

Sources of income
Check all that apply.

Gross income
(before deductions
and exclusions)

From January 1 of current year until [1] Wages, commissions, $0.00 CJ Wages, commissions, $0.00
the date you filed for bankruptcy: bonuses, tips bonuses, tips
C Operating a business CJ Operating a business
For last calendar year: C] Wages, commissions, $0.00 XX] Wages, commissions, $45,000.00
(January 1 to December 31, 2024 ) bonuses, tips bonuses, tips
C] Operating a business (J Operating a business
Official Form 107 Statement of Financial Affairs for Individuals Filing for Bankruptcy page 1

ase 2:25-bk-00864-BKM Doc14 Filed 02/14/25 Entered 02/14/25 12:22:09
Main Document Page 31 of 46

Best Case Bankruptcy

Desc
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds

Case number (if known)

Debtor 1

Sources of income
Check all that apply.

CL Wages, commissions,
bonuses, tips

C Operating a business

Gross income
(before deductions and
exclusions)

$0.00

2:25-bk-00864-BKM

Debtor 2

Sources of income
Check all that apply.

CL Wages, commissions,
bonuses, tips

XX] Operating a business

Gross income
(before deductions
and exclusions)

$68,263.34

For the calendar year before that:
(January 1 to December 31, 2023 )

x] Wages, commissions,
bonuses, tips

L] Operating a business

$80,932.00

XX] Wages, commissions,
bonuses, tips

LJ Operating a business

$80,932.00

5. Did you receive any other income during this year or the two previous calendar years?
Include income regardless of whether that income is taxable. Examples of other income are alimony; child support; Social Security, unemployment,
and other public benefit payments; pensions; rental income; interest; dividends; money collected from lawsuits; royalties; and gambling and lottery
winnings. If you are filing a joint case and you have income that you received together, list it only once under Debtor 1.

List each source and the gross income from each source separately. Do not include income that you listed in line 4.

CI] No
XX Yes. Fill in the details.

Debtor 1
Sources of income
Describe below.

Debtor 2
Sources of income
Describe below.

Gross income
(before deductions
and exclusions)

Gross income from
each source
(before deductions and

exclusions)
For the calendar year before that: Interest / Dividends $2,498.50 _ Interest / Dividends $2,498.50
(January 1 to December 31, 2023 )
Pensions & Annuities $18,530.50 Pensions & Annuities $18,530.50
Dividends $4.00 Dividends $4.00

List Certain Payments You Made Before You Filed for Bankruptcy

6. Are either Debtor 1’s or Debtor 2’s debts primarily consumer debts?
XX No. Neither Debtor 1 nor Debtor 2 has primarily consumer debts. Consumer debts are defined in 11 U.S.C. § 101(8) as “incurred by an
individual primarily for a personal, family, or household purpose.”

During the 90 days before you filed for bankruptcy, did you pay any creditor a total of $7,575* or more?
O No. Go to line 7.

Yes List below each creditor to whom you paid a total of $7,575* or more in one or more payments and the total amount you
paid that creditor. Do not include payments for domestic support obligations, such as child support and alimony. Also, do
not include payments to an attorney for this bankruptcy case.

* Subject to adjustment on 4/01/25 and every 3 years after that for cases filed on or after the date of adjustment.

(1 Yes. Debtor 1 or Debtor 2 or both have primarily consumer debts.
During the 90 days before you filed for bankruptcy, did you pay any creditor a total of $600 or more?

O No.
O Yes

Go to line 7.

List below each creditor to whom you paid a total of $600 or more and the total amount you paid that creditor. Do not
include payments for domestic support obligations, such as child support and alimony. Also, do not include payments to an
attorney for this bankruptcy case.

Official Form 107 Statement of Financial Affairs for Individuals Filing for Bankruptcy page 2

ase 2:25-bk-0O0864-BKM Doci4_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 32 of 46
Debtor1 Jason David Edmunds

Debtor 2 Lyrit Shochat Edmunds Case number (ifknown) 2:25-bk-00864-BKM
Creditor's Name and Address Dates of payment Total amount Amount you Was this payment for ...
paid still owe
Goldwater Bank c/o Westar Mortgage 12/6/24; 01/09/25; $11,742.18 $0.00 XI Mortgage
P.O. Box 25400 and 01/28/25 L] Car
Albuquerque, NM 87125-0400 LI Credit Card

(] Loan Repayment
C] Suppliers or vendors

CZ Other__
Internal Revenue Service 01/28/25 $15,000.00 $4,500.00 (1 Mortgage
P.O. Box 7346 (Car
Philadelphia, PA 19101-7346 C1 Credit Card

] Loan Repayment
(J Suppliers or vendors
XX] Other_2022 tax obligation

7. Within 1 year before you filed for bankruptcy, did you make a payment on a debt you owed anyone who was an insider?
Insiders include your relatives; any general partners; relatives of any general partners; partnerships of which you are a general partner;
corporations of which you are an officer, director, person in control, or owner of 20% or more of their voting securities; and any managing agent,
including one for a business you operate as a sole proprietor. 11 U.S.C. § 101. Include payments for domestic support obligations, such as child
support and alimony.

XX No

1 Yes. List all payments to an insider.

Insider's Name and Address Dates of payment Total amount Amount you Reason for this payment
paid still owe

8. Within 1 year before you filed for bankruptcy, did you make any payments or transfer any property on account of a debt that benefited an

insider?

Include payments on debts guaranteed or cosigned by an insider.

XJ No

C_ Yes. List all payments to an insider

Insider's Name and Address Dates of payment Total amount Amount you Reason for this payment
paid still owe Include creditor's name

Identify Legal Actions, Repossessions, and Foreclosures

9. Within 1 year before you filed for bankruptcy, were you a party in any lawsuit, court action, or administrative proceeding?
List all such matters, including personal injury cases, small claims actions, divorces, collection suits, paternity actions, support or custody
modifications, and contract disputes.

CL] No

XX Yes. Fill in the details.

Case title Nature of the case Court or agency Status of the case

Case number

Vivian Arriaga and Michael Cota v. Civil Maricopa County Superior [] Pending

Edmunds Court, State of Arizona L] On appeal

CV2022-011826 201 W. Jefferson XI Concluded

Phoenix, AZ 85003
Judgment Entered 10/18/24

Official Form 107 Statement of Financial Affairs for Individuals Filing for Bankruptcy page 3
Software Copyright (c) 1996-2025 Best Case, LLC - www.bestcase.com Best Case Bankruptcy

ase 2:25-bk-0O0864-BKM Doci4_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 33 of 46
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds Case number (ifknown) 2:25-bk-00864-BKM

10. Within 1 year before you filed for bankruptcy, was any of your property repossessed, foreclosed, garnished, attached, seized, or levied?
Check all that apply and fill in the details below.

C1 No. Go to line 11.
XX Yes. Fill in the information below.

Creditor Name and Address Describe the Property Date Value of the
property
Explain what happened
Michale Cota and Vivian Arriaga Various of debtors' personal bank accounts Various dates - $0.00
clo Squire Patton Boggs (US) LLP and bank account held by Utopology LLC no judgments
2325 E. Camelback Rd., Ste 700 on the
Phoenix, AZ 85016 L] Property was repossessed. garnishments

C] Property was foreclosed.
XX] Property was garnished.

LC Property was attached, seized or levied.

were entered.

Michael Cota and Vivian Arriaga Judgment lien recorded against Debtors' $0.00
c/o Squire Patton Boggs (US) LLP personal residence

2325 E. Camelback Rd., Ste 700

Phoenix, AZ 85016 LJ Property was repossessed.

LC Property was foreclosed.
_] Property was garnished.

XX] Property was attached, seized or levied.

11. Within 90 days before you filed for bankruptcy, did any creditor, including a bank or financial institution, set off any amounts from your
accounts or refuse to make a payment because you owed a debt?

X No
CL] Yes. Fill in the details.
Creditor Name and Address Describe the action the creditor took Date action was Amount

taken

12. Within 1 year before you filed for bankruptcy, was any of your property in the possession of an assignee for the benefit of creditors, a
court-appointed receiver, a custodian, or another official?

CL] No
X Yes

List Certain Gifts and Contributions

13. Within 2 years before you filed for bankruptcy, did you give any gifts with a total value of more than $600 per person?

XX No
0 Yes. Fill in the details for each gift.

Gifts with a total value of more than $600 Describe the gifts Dates you gave Value
per person the gifts

Person to Whom You Gave the Gift and
Address:

14. Within 2 years before you filed for bankruptcy, did you give any gifts or contributions with a total value of more than $600 to any charity?
No
(Yes. Fill in the details for each gift or contribution.

Gifts or contributions to charities that total Describe what you contributed Dates you Value
more than $600 contributed

Charity's Name

Address (Number, Street, City, State and ZIP Code)

Official Form 107 Statement of Financial Affairs for Individuals Filing for Bankruptcy page 4

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 34 of 46
Debtor1 Jason David Edmunds

Debtor 2 Lyrit Shochat Edmunds Case number (ifknown) 2:25-bk-00864-BKM

List Certain Losses

15. Within 1 year before you filed for bankruptcy or since you filed for bankruptcy, did you lose anything because of theft, fire, other
disaster, or gambling?

X No
C1 Yes. Fill in the details.

Describe the property you lost and Describe any insurance coverage for the loss

Date of your Value of property
how the loss occurred

Include the amount that insurance has paid. List pending loss lost
insurance claims on line 33 of Schedule A/B: Property.

List Certain Payments or Transfers

16. Within 1 year before you filed for bankruptcy, did you or anyone else acting on your behalf pay or transfer any property to anyone you
consulted about seeking bankruptcy or preparing a bankruptcy petition?

Include any attorneys, bankruptcy petition preparers, or credit counseling agencies for services required in your bankruptcy.

CL] No
XX Yes. Fill in the details.

Person Who Was Paid Description and value of any property Date payment Amount of
Address transferred

or transfer was payment
Email or website address made
Person Who Made the Payment, if Not You
Engelman Berger, P.C. Payment for bankruptcy services 1/28/25 $7,838.00
2800 N. Central Avenue
Suite 1200

Phoenix, AZ 85004
www.eblawyers.com

17. Within 1 year before you filed for bankruptcy, did you or anyone else acting on your behalf pay or transfer any property to anyone who
promised to help you deal with your creditors or to make payments to your creditors?
Do not include any payment or transfer that you listed on line 16.

CL] No
XX Yes. Fill in the details.

Person Who Was Paid Description and value of any property Date payment Amount of

Address transferred or transfer was payment
made

Engelman Berger, P.C. Payment for services rendered From 12/31/24 $4,500.00

2800 N. Central Avenue - 01/31/25

Suite 1200

Phoenix, AZ 85004

18. Within 2 years before you filed for bankruptcy, did you sell, trade, or otherwise transfer any property to anyone, other than property

transferred in the ordinary course of your business or financial affairs?

Include both outright transfers and transfers made as security (such as the granting of a security interest or mortgage on your property). Do not
include gifts and transfers that you have already listed on this statement.

No
XX] Yes. Fill in the details.
Person Who Received Transfer Description and value of Describe any property or Date transfer was
Address property transferred payments received or debts made

paid in exchange
Person's relationship to you

Coinbase 0.04 Bitcoin $4,500.00 January 2025
No physical headquarters; remote-first

company

Official Form 107 Statement of Financial Affairs for Individuals Filing for Bankruptcy

Software Copyright (c) 1996-2025 Best Case, LLC - www.bestcase.com . Best Case Bankruptcy
ase 2:25-bk-00864-BKM Doc14 Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 35 of 46

page 5
Debtor1 Jason David Edmunds

Debtor 2 Lyrit Shochat Edmunds Case number (ifknown) 2:25-bk-00864-BKM
Person Who Received Transfer Description and value of Describe any property or Date transfer was
Address property transferred payments received or debts made

paid in exchange
Person's relationship to you

Michael Cota and Vivian Arriaga All remaining assets of various Arbitration Award
c/o Squire Patton Boggs (US) LLP limited liability companies (see entered 10/18/24
2325 E. Camelback Rd., Ste. 700 Question 27 herein), including
Phoenix, AZ 85016 $1,752,763.18 in cash, and
interests in Dovly SAFE and
Former Partners Kraynos investment
Coinbase XRP digital assets held as $15,146.44 01/14/2025
No physical headquarters; remote-first custodian for son Ethan;
company resulted in loan from Ethan to

Debtors; see Schedule F

19. Within 10 years before you filed for bankruptcy, did you transfer any property to a self-settled trust or similar device of which you are a
beneficiary? (These are often called asset-protection devices.)

CL] No

XX Yes. Fill in the details.

Name of trust Description and value of the property transferred Date Transfer was
made

Edmunds Revocable Trust Trust never funded; no assets; no transfers N/A

List of Certain Financial Accounts, Instruments, Safe Deposit Boxes, and Storage Units

20. Within 1 year before you filed for bankruptcy, were any financial accounts or instruments held in your name, or for your benefit, closed,
sold, moved, or transferred?
Include checking, savings, money market, or other financial accounts; certificates of deposit; shares in banks, credit unions, brokerage
houses, pension funds, cooperatives, associations, and other financial institutions.

X No

C1 Yes. Fill in the details.

Name of Financial Institution and Last 4 digits of Type of account or Date account was Last balance
Address (Number, Street, City, State and ZIP account number instrument closed, sold, before closing or
Code) moved, or transfer

transferred

21. Do you now have, or did you have within 1 year before you filed for bankruptcy, any safe deposit box or other depository for securities,
cash, or other valuables?

XxX No

C1 Yes. Fillin the details.

Name of Financial Institution Who else had access to it? Describe the contents Do you still
Address (Number, Street, City, State and ZIP Code) Address (Number, Street, City, have it?

State and ZIP Code)

22. Have you stored property in a storage unit or place other than your home within 1 year before you filed for bankruptcy?

[1 No

XX] Yes. Fill in the details.

Name of Storage Facility Who else has or had access Describe the contents Do you still

Address (Number, Street, City, State and ZIP Code) to it? have it?
Address (Number, Street, City,
State and ZIP Code)

Extra Space Storage Debtors Home furnishings XX] No

10155 N. 32nd Street LI Yes

Phoenix, AZ 85028

Official Form 107 Statement of Financial Affairs for Individuals Filing for Bankruptcy page 6

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 36 of 46
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds Case number (ifknown) 2:25-bk-00864-BKM

Identify Property You Hold or Control for Someone Else

23. Do you hold or control any property that someone else owns? Include any property you borrowed from, are storing for, or hold in trust
for someone.

X No

C1 Yes. Fill in the details.

Owner's Name Where is the property? Describe the property Value
Address (Number, Street, City, State and ZIP Code) (Number, Street, City, State and ZIP

Code)

izlamites Give Details About Environmental Information

For the purpose of Part 10, the following definitions apply:

XX] Environmental law means any federal, state, or local statute or regulation concerning pollution, contamination, releases of hazardous or
toxic substances, wastes, or material into the air, land, soil, surface water, groundwater, or other medium, including statutes or
regulations controlling the cleanup of these substances, wastes, or material.

XX] Site means any location, facility, or property as defined under any environmental law, whether you now own, operate, or utilize it or used
to own, operate, or utilize it, including disposal sites.

| Hazardous material means anything an environmental law defines as a hazardous waste, hazardous substance, toxic substance,
hazardous material, pollutant, contaminant, or similar term.

Report all notices, releases, and proceedings that you know about, regardless of when they occurred.

24. Has any governmental unit notified you that you may be liable or potentially liable under or in violation of an environmental law?

XxX No

C1 Yes. Fill in the details.

Name of site Governmental unit Environmental law, if you Date of notice
Address (Number, Street, City, State and ZIP Code) Address (Number, Street, City, State and know it

ZIP Code)

25. Have you notified any governmental unit of any release of hazardous material?

XxX No

C1 Yes. Fill in the details.

Name of site Governmental unit Environmental law, if you Date of notice
Address (Number, Street, City, State and ZIP Code) Address (Number, Street, City, State and know it

ZIP Code)

26. Have you been a party in any judicial or administrative proceeding under any environmental law? Include settlements and orders.

Xl No

L] Yes. Fillin the details.

Case Title Court or agency Nature of the case Status of the
Case Number Name case

Address (Number, Street, City,
State and ZIP Code)

lumen Give Details About Your Business or Connections to Any Business

27. Within 4 years before you filed for bankruptcy, did you own a business or have any of the following connections to any business?
1A sole proprietor or self-employed in a trade, profession, or other activity, either full-time or part-time
XX] A member of a limited liability company (LLC) or limited liability partnership (LLP)
CA partner in a partnership
LC An officer, director, or managing executive of a corporation

LC An owner of at least 5% of the voting or equity securities of a corporation

Official Form 107 Statement of Financial Affairs for Individuals Filing for Bankruptcy page 7

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 37 of 46
Debtor1 Jason David Edmunds

Debtor 2 Lyrit Shochat Edmunds 2:25-bk-00864-BKM

Case number (if known)

Go to Part 12.
XX Yes. Check all that apply above and fill in the details below for each business.

(No. None of the above applies.

Business Name

Address
(Number, Street, City, State and ZIP Code)

Utopology LLC
3743 E. Garden Drive
Phoenix, AZ 85028

Describe the nature of the business
Name of accountant or bookkeeper
Coaching and consulting firm

AK Accounting and Tax PLLC

Employer Identification number
Do not include Social Security number or ITIN.

Dates business existed
EIN: 47-4134705

From-To (6/08/2015 - Present

Fawkes Global Holdings, LLC Interests involuntarily transferred to EIN:
4250 N. Drinkwater Blvd., Ste. 300 Michael Cota and Vivian Arriaga on
Scottsdale, AZ 85251 10/18/24 From-To 10/28/21 - Present
Fawkes Global LLC Interests involuntarily transferred to EIN:
4250 N. Drinkwater Blvd., Ste. 300 Michael Cota and Vivian Arriaga on
Scottsdale, AZ 85251 10/18/24 From-To 08/12/21 - Present
Fawkes Chain QOF, LLC Terminated by Receiver 12/23/23 EIN:
4250 N. Drinkwater Blvd., Ste. 300
Scottsdale, AZ 85251 From-To = 10/07/21 - 12/23/23
Fawkes Management, LLC Interests involuntarily transferred to EIN:
4250 N. Drinkwater Blvd., Ste. 300 Michael Cota and Vivian Arriaga on
Scottsdale, AZ 85251 10/18/24 From-To 10/28/21 - Present
Fawkes RE QOF, LLC Terminated by Receiver 12/22/23 EIN:
4250 N. Drinkwater Blvd., Ste. 300
Scottsdale, AZ 85251 From-To 10/7/21 - 12/22/23
Fawkes RE QOZB, LLC Interests involuntarily transferred to EIN:
4250 N. Drinkwater Blvd., Ste. 300 Michael Cota and Vivian Arriaga on
Scottsdale, AZ 85251 10/18/24 From-To 10/7/21 - Present
Fawkes Chain QOZB, LLC Interests involuntarily transferred to EIN:
4250 N. Drinkwater Blvd., Ste. 300 Michael Cota and Vivian Arriaga on
Scottsdale, AZ 85251 10/18/24 From-To 10/7/21 - Present
Fawkeschain Technologies, LLC Interests involuntarily transferred to EIN:
4250 N. Drinkwater Blvd., Ste. 300 Michael Cota and Vivian Arriaga on
Scottsdale, AZ 85251 10/18/24 From-To 10/19/21 - Present
Gamma-US LLC Terminated 12/03/24 EIN:
4250 N. Drinkwater Blvd., Ste. 300
Scottsdale, AZ 85251 From-To 3/24/22 - 12/3/24
Glass Onion Properties LLC Terminated 12/03/24 EIN:
7347 N. Red Ledge Dr.

From-To 9/8/22 - 12/3/24

Paradise Valley, AZ 85253

Official Form 107

Statement of Financial Affairs for Individuals Filing for Bankruptcy

page 8

Best Case Bankruptcy

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc

Main Document Page 38

of 46
Debtor1 Jason David Edmunds

Debtor 2 Lyrit Shochat Edmunds Case number (ifknown) 2:25-bk-00864-BKM
Business Name Describe the nature of the business Employer Identification number
Address Do not include Social Security number or ITIN.
(Number, Street, City, State and ZIP Code) Name of accountant or bookkeeper
Dates business existed
EE Technical Solutions, L.L.C. Terminated 12/03/24 EIN:
P.O. Box 55405
Phoenix, AZ 85078 From-To 3/4/05 - 12/3/24

28. Within 2 years before you filed for bankruptcy, did you give a financial statement to anyone about your business? Include all financial
institutions, creditors, or other parties.

X No
CL] Yes. Fill in the details below.

Name Date Issued
Address
(Number, Street, City, State and ZIP Code)

EZGEEZE Sign Below

| have read the answers on this Statement of Financial Affairs and any attachments, and | declare under penalty of perjury that the answers
are true and correct. | understand that making a false statement, concealing property, or obtaining money or property by fraud in connection
with a bankruptcy case can result in fines up to $250,000, or imprisonment for up to 20 years, or both.

18 U.S.C. §§ 152, 1341, 1519, and 3571.

/s/ Jason David Edmunds /s/ Lyrit Shochat Edmunds
Jason David Edmunds Lyrit Shochat Edmunds
Signature of Debtor 1 Signature of Debtor 2

Date February 14, 2025 Date February 14, 2025

Did you attach additional pages to Your Statement of Financial Affairs for Individuals Filing for Bankruptcy (Official Form 107)?

XX No

C1 Yes

Did you pay or agree to pay someone who is not an attorney to help you fill out bankruptcy forms?

XX] No

C1 Yes. Name of Person . Attach the Bankruptcy Petition Preparer's Notice, Declaration, and Signature (Official Form 119).

Official Form 107 Statement of Financial Affairs for Individuals Filing for Bankruptcy page 9
Software Copyright (c) 1996-2025 Best Case, LLC - www.bestcase.com Best Case Bankruptcy

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 39 of 46
Fill in this information to identify your case:

Debtor 1 Jason David Edmunds

First Name Middle Name Last Name
Debtor 2 Lyrit Shochat Edmunds
(Spouse if, filing) First Name Middle Name Last Name

United States Bankruptcy Court for the: DISTRICT OF ARIZONA

Case number 2:25-bk-00864-BKM
(if known) LC] Check if this is an
amended filing

Official Form 108
Statement of Intention for Individuals Filing Under Chapter 7 12/15

If you are an individual filing under chapter 7, you must fill out this form if:

XX] creditors have claims secured by your property, or

XX] you have leased personal property and the lease has not expired.

You must file this form with the court within 30 days after you file your bankruptcy petition or by the date set for the meeting of creditors,
whichever is earlier, unless the court extends the time for cause. You must also send copies to the creditors and lessors you list
on the form

If two married people are filing together in a joint case, both are equally responsible for supplying correct information. Both debtors must
sign and date the form.

Be as complete and accurate as possible. If more space is needed, attach a separate sheet to this form. On the top of any additional pages,
write your name and case number (if known).

List Your Creditors Who Have Secured Claims

1. For any creditors that you listed in Part 1 of Schedule D: Creditors Who Have Claims Secured by Property (Official Form 106D), fill in the
information below.

Identify the creditor and the property that is collateral What do you intend to do with the property that Did you claim the property
secures a debt? as exempt on Schedule C?
Creditor's JPMorganChase Bank C1 Surrender the property. C1 No
name: (Retain the property and redeem it.
XX] Retain the property and enter into a XI Yes
Description of 2020 Volvo XC90 55000 miles Reaffirmation Agreement.
property LC Retain the property and [explain]:

securing debt:

Creditors Verizon Wireless 1 Surrender the property. C1 No
name: C1 Retain the property and redeem it.

C Retain the property and enter into a Kl Yes
Description of Cell phones (liened by Verizon, Reaffirmation Agreement.
property see Schedule D) XX] Retain the property and [explain]:
securing debt: Retain and pay pursuant to contract
Creditor's Volvo Car Financial Services L] Surrender the property. XI No
name: (1 Retain the property and redeem it.

XX] Retain the property and enter into a TL Yes
Description of 2023 Volvo XC90 20000 miles Reaffirmation Agreement.
property L] Retain the property and [explain]:

securing debt:

List Your Unexpired Personal Property Leases
For any unexpired personal property lease that you listed in Schedule G: Executory Contracts and Unexpired Leases (Official Form 106G), fill

Official Form 108 Statement of Intention for Individuals Filing Under Chapter 7 page 1

Case 2:25-bk-00864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 40 of 46
Debtor1 Jason David Edmunds
Debtor 2 Lyrit Shochat Edmunds

Case number (ifknown) 2:25-bk-00864-BKM

in the information below. Do not list real estate leases. Unexpired leases are leases that are still in effect; the lease period has not yet ended.
You may assume an unexpired personal property lease if the trustee does not assume it. 11 U.S.C. § 365(p)(2).

Describe your unexpired personal property leases Will the lease be assumed?

Lessor's name:
Description of leased
Property:

Lessor's name:

Description of leased
Property:

Lessor's name:
Description of leased
Property:

Lessor's name:

Description of leased
Property:

Lessor's name:
Description of leased
Property:

[EETEHEE sign Below

Yes

Under penalty of perjury, | declare that | have indicated my intention about any property of my estate that secures a debt and any personal
property that is subject to an unexpired lease.

X_ /s/ Jason David Edmunds

X_ /s/Lyrit Shochat Edmunds

Jason David Edmunds
Signature of Debtor 1

Date February 14, 2025

Lyrit Shochat Edmunds
Signature of Debtor 2

Date February 14, 2025

Official Form 108

Statement of Intention for Individuals Filing Under Chapter 7 page 2

Case 2:25-bk-00864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc

Main Document Page 41 of 46
B2030 (Form 2030) (12/15)
United States Bankruptcy Court
District of Arizona

Jason David Edmunds
Inre —Lyrit Shochat Edmunds Case No. 2:25-bk-00864-BKM

Debtor(s) Chapter 7

DISCLOSURE OF COMPENSATION OF ATTORNEY FOR DEBTOR(S)

1. Pursuant to 11 U.S.C. § 329(a) and Fed. Bankr. P. 2016(b), I certify that I am the attorney for the above named debtor(s) and that compensation
paid to me within one year before the filing of the petition in bankruptcy, or agreed to be paid to me, for services rendered or to be rendered on
behalf of the debtor(s) in contemplation of or in connection with the bankruptcy case is as follows:

For legal services, I have agreed to accept ........cececceessceseeseseeseseeseeeseeeeseeseseeaeeeeseeeeeeaes $ 7,838.00
Prior to the filing of this statement I have received $ 7,838.00
Balance Due .......eceeeccecescesesseseeceseseseeseseeseceseesesecsecesecseeceaeesesecseeecsecaesecseesesecaeeeeseeeeeeeaes $ 0.00
2. The source of the compensation paid to me was:
X] Debtor L] Other (specify):
3. | The source of compensation to be paid to me is:
XX Debtor [] Other (specify):
4. XX] I have not agreed to share the above-disclosed compensation with any other person unless they are members and associates of my law firm.

_] Ihave agreed to share the above-disclosed compensation with a person or persons who are not members or associates of my law firm. A copy
of the agreement, together with a list of the names of the people sharing in the compensation is attached.

5. In return for the above-disclosed fee, I have agreed to render legal service for all aspects of the bankruptcy case, including:

Analysis of the debtor's financial situation, and rendering advice to the debtor in determining whether to file a petition in bankruptcy;
Preparation and filing of any petition, schedules, statement of affairs and plan which may be required;
Representation of the debtor at the meeting of creditors and confirmation hearing, and any adjourned hearings thereof;
[Other provisions as needed]
Preparation and filing of reaffirmation agreements and applications as needed; preparation and filing of motions pursuant to
11 USC 522(f)(2)(A) for avoidance of liens on real property.

6. By agreement with the debtor(s), the above-disclosed fee does not include the following service:
Representation of the debtors in any dischargeability actions, judicial lien avoidances, relief from stay actions or any other
adversary proceeding.

CERTIFICATION

I certify that the foregoing is a complete statement of any agreement or arrangement for payment to me for representation of the debtor(s) in this
bankruptcy proceeding.

February 14, 2025 /s/ Bradley D. Pack
Date Bradley D. Pack
Signature of Attorney
Engelman Berger PC
2800 N. Central Avenue, Suite 1200
Phoenix, AZ 85004
Fax:
bdp@eblawyers.com
Name of law firm

ase 2:25-bk-0O0864-BKM Doci4_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 42 of 46
United States Bankruptcy Court

District of Arizona

Jason David Edmunds
Inre —Lyrit Shochat Edmunds Case No. 2:25-bk-00864-BKM

Debtor(s) Chapter 7

Declaration of Evidence of Employers’ Payments Within 60 Days
LJ Attached hereto are copies of all payment advices, pay stubs or other evidence of payment received by the
debtor from any employer within 60 days prior to the filing of the petition;

xX Debtor has received no payment advices, pay stubs or other evidence of payment from any employer within
60 days prior to the filing of the petition; or

LJ Debtor has received the following payments from employers within 60 days prior to the filing of the
petition:

Debtor, Jason David Edmunds __, declares the foregoing to be true and correct under penalty of perjury.

Xx Attached hereto are copies of all payment advices, pay stubs or other evidence of payment received by the
debtor from any employer within 60 days prior to the filing of the petition; *

LJ Debtor has received no payment advices, pay stubs or other evidence of payment from any employer within
60 days prior to the filing of the petition; or

Xx Debtor has received the following payments from employers within 60 days prior to the filing of the petition:
$6,870.00.

Debtor, __Lyrit Shochat Edmunds __, declares the foregoing to be true and correct under penalty of perjury.

Date February 14, 2025 Signature /s/ Jason David Edmunds
Jason David Edmunds
Debtor

Date February 14, 2025 Signature /s/ Lyrit Shochat Edmunds

Lyrit Shochat Edmunds
Joint Debtor

If attaching pay stubs or other payment advices, it is your responsibility to redact (black out) any social security numbers,
names of minor children, dates of birth or financial account numbers before attaching them to this document.

*Attached evidence of payment showing entire income for 2024 is the only evidence in Debtor's possession.

Local Form 1007-2 (08/18) Declaration of Evidence of Payments Page 1

ase 2:25-bk-O0864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 43 of 46
Company Code Loc/Dept Number Page Earnings Statement >>

KL/ERH 26531721 01/ 6339 1 of 1
Utopology LLC
3743 E Garden Dr Period Starting: 01/01/2024
j . Period Ending: 12/31/2024
Phoenix, AZ 85028-2836 Pay Date: 42/30/2024
Taxable Filing Status: Married
Exemptions/Allowances: Tax Override: Lyrit Edmunds
Federal: Std W/H Table Federal: 0.00 Addnl .
State: Blocked State: 5.00% Flat 3743 E Garden Drive
Local: 0 Local: Phoenix, AZ 85028
Social Security Number: XXX-XX-XXXX
rate hours/units this period year to date Other Benefits and
0.00 45000.00 45000 .00 Information this period year to date
S-corp 2% medical plan 11742.00 11742.00
Gross Pay $45,000.00 $45,000.00 Sick
- Carry Over
- Accrued Hours 0.00 40.00
- Taken Hours 0.00
Statutory Deductions this period year to date - Balance 40.00
Federal Income 0.00 0.00 Cash Payment 41557.50
Social Security -2790.00 2790.00
Medicare -652.50 652.50 Important Notes
Arizona State Income 0.00 0.00 ; :
Basis of pay: Salaried
Net Pay $41,557.50
Your federal taxable wages this period are $56,742.00
Utopology LLC
3743 E Garden Dr .
Phoenix, AZ 85028-2836 Pay Date: 12/30/2024
Cash Payment 41557.50

Lyrit Edmunds
3743 E Garden Drive
Phoenix, AZ 85028

Case 2:25-bk-00864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 44 of 46
2024 W-2 and EARNINGS SUMMARY /4>x>

Employee Reference Cop
Wad Wace ane Tax 202 4
Statement

OMB No. 1545-0008

This blue section is your Earnings Summary which provides more detailed
information on the generation of your W-2 statement. The reverse side
includes instructions and other general information.

Copy C for ’srecords.
d_ Control number Dept. Corp. Employer use only
000001 KL/ERH A 1

c Employer’s name, address, and ZIP code
UTOPOLOGY LLC
3743. E GARDEN DR
PHOENIX, AZ 85028 2836

Batch #90153

1. Your Gross Pay was adjusted as follows to produce your W-2 Statement.

e/f Employee’s name, address, and ZIP code
LYRIT EDMUNDS

3743. E GARDEN DRIVE
PHOENIX, AZ 85028

Wages, Tips, other Social Security Medicare AZ. State Wages,
Compensation Wages Wages Tips, Etc.
Box 1 of W-2 Box 3 of W-2 Box 5 of W-2 Box 16 of W-2
Gross Pay 45,000.00 45,000.00 45,000.00 45,000.00
Plus s-Corp 2% Medical Premium 11,742.00 N/A N/A 11,742.00
Reported W-2 Wages 56,742.00 45,000.00 45,000.00 56,742.00

b Employer’s FED ID a Empl ’s SSA
XXX-XX-6906

1 Wages, tips, other comp. 2 Federal income tax withheld
56742.00

3 Social security wages 4 Social security tax withheld
45000.00 2790.00

5 Medicare wages and tips 6 Medicare tax withheld
45000.00 652.50

7 Social security tips 8 Allocated tips

0 Dependent care benefits

2. Employee Name and Address.

11 Nonqualified plans 12a See instructions for box 12 LYRIT EDMUNDS
14 Other te 3743_E GARDEN DRIVE
11742.00 CORP rag | PHOENIX, AZ 85028
13 Stat emp| Ret. plan|3rd party sick pay,

15 State |Employer’s state ID no.|16 State wages, tips, etc.
AZ 56742.00

17 State income tax 18 Local wages, tips, etc.
19 Local income tax 20 Locality name © 2024 ADP, inc.
1 Wages, tips, other comp. 2 Federal income tax withheld 1 Wages, tips, other comp. 2 Federal income tax withheld 1 Wages, tips, other comp. 2 Federal income tax withheld
56742.00 56742.00 56742.00
3 Social security wages 4 Social security tax withheld 3 Social security wages 4 Social security tax withheld 3 Social security wages 4 Social security tax withheld
5000.00 2790.00 000.00 2790.00 45000.00 90.00
5 Medicare wages and tips 6 Medicare tax withheld 5 Medicare wages and tips 6 Medicare tax withheld 5 Medicare wages and tips 6 Medicare tax withheld
45000.00 652.50 45000.00 652.50 45000.00
d_ Control number Dept. Corp. Employer use only d = Control number Dept. Corp. Employer use only d= Control number Dept. Corp. Employer use only
000001 _KL/ERH A 1 000001 KL/ERH A 1 000001 __KL/ERH A 1
c Employer’s name, address, and ZIP code c Employer’s name, address, and ZIP code c Employer’s name, address, and ZIP code
UTOPOLOGY_ LLC UTOPOLOGY_ LLC UTOPOLOGY LLC
3743 E GARDEN DR 3743 E GARDEN DR 3743 E GARDEN DR
PHOENIX, AZ 85028 2836 PHOENIX, AZ 85028 2836 PHOENIX, AZ 85028 2836

b Employer’s FED ID number la Employee’s SSA number
XXX

-XX-6906

7 Social security tips 8 Allocated tips

7 Social security tips 8 Allocated tips 7 Social security tips 8 Allocated tips

b Employer's FED ID number |a Employee’s SSA number b Employer's FED ID number |a Employee’s SSA number
a XXX-XX-6906 P| XXX-XX-6906

0 Dependent care benefits

10 Dependent care benefits

11 Nonqualified plans 12a See instructions for box 12 11 Nonqualified plans 12a 11 Nonqualified plans 12a
| | |
14 Other 12b | 14 Other 12b | 14 Other 12b |
12d 12d | 12d |
13 Stat emp|Ret. plan |3rd party sick pay 13 Stat emp] Ret. plan|3rd party sick pay| 13 Stat emp/JRet. plan|3rd party sick pay
e/f Employee’s name, address and ZIP code e/f Employee’s name, address and ZIP code e/f Employee’s name, address and ZIP code
LYRIT EDMUNDS LYRIT EDMUNDS LYRIT EDMUNDS
3743. E GARDEN DRIVE 3743. E GARDEN DRIVE 3743. E GARDEN DRIVE
PHOENIX, AZ 85028 PHOENIX, AZ 85028 PHOENIX, AZ 85028

py
W-2 ee No. 1545-0008

Copy B to be filed with employee’s Federal Income Tax Return.

15 State |Employer’s_ state ID no. |16 State wages, tips, etc. 15 State |Employer’s state ID no./16 State wages, tips, etc. 15 State Emi loyer’s state ID no./16 State wages, tips, etc.
AZ 56742.00 AZ 56742.00 AZ 56742.00
17 State income tax 18 Local wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 17 State income tax 18 Local wages, tips, etc.
19 Local income tax 20 Locality name 19 Local income tax 20 Locality name 19 Local income tax 20 Locality name
Federal Filing Cop AZ.State Reference AZ.State Filing Copy

Copy 2 to be filed with employee’sState income A etul Copy 2 to be filed with employee’sState IncomeTax Return.

OMB No. 1545-0008
2024 W-2 and EARNINGS SUMMARY /4>x>

Employee Reference Cop
Wage and Tax 2

=
Statement aS hen’ COMPANY ERH 1 Total Employees
Copy C for ’srecords. ° : 2 Total Forms Count
d Control number Dept. Corp. Employer use only 0 Total eForms
KL/ERH 2 2 Total Forms Processed

c Employer’s name, address, and ZIP code

I R H 11,742.00 S-CORP (Box 14)

e/f Employee’s name, address, and ZIP code

b Employer’s FED ID a Employee’s SSA

1 Wages, tips, other comp. 2 Federal income tax withheld
56742.00

3 Social security wages 4 Social security tax withheld
45000.00 2790.00

5 Medicare wages and tips 6 Medicare tax withheld
45000.00

7 Social security tips 8 Allocated tips

10 Dependent care benefits

11 Nonqualified plans 12a See instructions for box 12
12b I
14 Other 12¢ |
12d | KREKRERERERER T re) T A L Ss KREKRERERERER
13 Stat emp| Ret. plan|3rd party sick pay}
For : BATCH NO. 2024/4/90153
15 State |Employer’s state ID no.|16 State wages, tips, etc. For : COMPANY KL/ERH
56742.00
17 State income tax 18 Local wages, tips, etc. RRR RR RK RK RR KR RK RK KK
19 Local income tax 20 Locality name © 2024 ADP, inc.

Balancing Form W-2/W-3 Totals to the Wage and Tax Register

The Internal Revenue Service (IRS) stipulates that Box 15 of paper Form W-3 (State and Employer's State ID Number) contain the two letter state abbreviation and the employer’s state identification number.
If the W-2 forms being filed with the W-3 contain wage and income tax information for multiple states, an "X" should be entered under "State" and no state 1.D. should be shown. (Note: Clients using the
ADP Tax Filing Service or receiving a federal CD-ROM for filing will not receive a copy of Form W-3. Your magnetic media filing will be populated correctly.)

The total state and/or local wages and income tax withheld in W-2 boxes 16-19 should be reported in the corresponding W-3 boxes. If multiple states and/or locals are being reported on the W-2s, a sum total
of the various states/locals should be reported.

Although individual state/local specific W-2 forms are produced for employees with earnings in multiple states/localities, there is only one total box on form W-3. If you have employees with earnings in
multiple states and/or localities the total wages for these employees will display opposite the wording “Total Copy 2 State Wages” or “Total Copy 2 Local Wages”.

When balancing your Form W-2 totals to your Wage and Tax Register, the following formulas should be used:

From the W-2: From the W-2:

“State Wages (Box 16) “Local Wages (Box18Y

plus “Total Copy 2 State Wages’ plus “Total Copy 2 Local Wages’
Totals from the W-2 calculations above will equal totals from Wage and Tax Register calculations below.
From the Wage and Tax Register: From the Wage and Tax Register:

“State Wages’ (Jurisdictional Recap) “Local Wages’ (Taxable) ** (Jurisdictional Recap)
plus “State 2 Wages’ (Jurisdictional Recap) plus “Local 2 Wages’ (Taxable) ** (Jurisdictional Recap)
minus ‘Puerto Rico State Wages’ (Jurisdictional Recap) plus “Local 9 Wages’ (Taxable) ** (Jurisdictional Recap)
minus ‘Virgin Island State Wages’ (Jurisdictional Recap) plus “Local 10 Wages’ (Taxable) ** (Jurisdictional Recap)

minus “Oregon ER Only Local Wages’ (Jurisdictional Recap)
minus Other locals where W-2 Local Wage reporting is not required (e.g. St. Louis

Expense Tax, ER Paid Taxes, or others with no EE deduction.)

** Local Wages (Subject)/Local 2 Wages (Subject), and not Local Wages (Taxable)/Local 2 Wages (Taxable), should be used for balancing the following Kentucky localities: Burkesville, McLean County,
Ohio County, West Point County, Wilder, and for the following Ohio local: Mercy West JEDD III. Subject wages, and not taxable wages, are required in box 18 of Form W-2 for these localities.
Note: Jurisdictional Recap pages are not produced if there is only a single jurisdiction for the company. In that case the Company Total page can be used. Wages for non-employee taxing locals are not
included on the Company Total page. The Jurisdiction Recap pages must be used when employees have multiple jurisdiction movement.
Also subtract any “credit” employee state/local total wages found on the SIT Credit Report Company Total Page, if present. Do not subtract if the employee state total wages are also included in the state
total wages on the Puerto Rico or Virgin Island Jurisdictional Recap (this would result in duplication).
Note: If you have New York State, New York City, or Yonkers, New York employees, remember that New York requires the reporting of federal wages in the state/city wage boxes on Form W-2 and not
actual state/city wages. Because the federal wages may differ from state/city wages, the following steps should be added to the balancing steps above:
From the W-2:

plus Actual New York State (or Local) Wages

minus New York State (or Local) Federal Wages
Box 12 Other: The IRS does not require a W-2 when the only thing to report is the cost of employer-sponsored health coverage (Code DD). Therefore if Code DD is the only qualifying item for the
employee W-2, it will not be produced nor will the amount be included in the W-2 totals. It will be included on the Wage and Tax Register for reference.
Box 14 Other: New Mexico State Disability Insurance (SDD tax withheld is not required to be displayed on the state W-2 nor is it included in total SDI withheld on the federal W-2. It is, however, included
on the Wage and Tax Register for reference.
Washington Paid Family and Medical Leave Insurance (FLI/MLD tax withheld is not required to be displayed on any W-2 but is included on the Wage and Tax Register for reference. Massachusetts Paid

Family and Medical Leave Insurance (FLI/MLD tax paid by the employee is required to be displayed on the W-2 (tax withheld less amount paid by the employer on behalf of the employee). The tax withheld
and the amount paid by the employer on behalf of S641 ee are included on the Wage and Tax Register for reference.

Case 2:25-bk-00864-BKM Doc14_ Filed 02/14/25 Entered 02/14/25 12:22:09 Desc
Main Document Page 46 of 46

File and source

File: 14-schedules-summary-of-assets-and-liabilities.pdf
Size: 3,195,606 bytes
SHA-256: 14f19ed2aebdc842b9da470c3823c93bc2406ffb6ad97d7c027c83ea984fa79a
Our copy: 14-schedules-summary-of-assets-and-liabilities.pdf
Original: storage.courtlistener.com