HomeMy WebLinkAbout08-07-07
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15056041114
REV -1500 EX (06-05)
OFFICIAL USE ONLY
County Code Year
)/b1. D)'1O
File Number
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Date of Birth
182-22-6228
02232007
03281911
Decedent's Last Name
Suffix
Decedenfs First Name
MI
MUHLEMAN
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
MARGARETTA
M
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
DO 1. Original Return
4. Limited Estate
D
o
o
D
48. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
8. Total Number of Safe Deposit Boxes
2. Supplemental Return
D
D
3. Remainder Return (date of death
prior to 12-13-82)
S. Federal Estate Tax Return Required
o
D
D
6. Decedent Died Tes1ate
(Attach Copy of Will)
9. Litigation Proceeds Received
D
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
CYNTHIA F KESSLER
Firm Name (If Applicable)
7177668~q9
r......,
,
I..'J
First line of address
.-<
C')
I
_J
6311 STANFORD COURT
o
"n
Second line of address
r-.)
"
City or Post Office
State
ZIP Code
,.> W
DATE FILED _J
MECHANICSBURG
PA
17050
KCFKESSLER@AOL.COM
965 YORK HAVEN ROAD YORK HAVEN, PA 17370
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056041114
15056041114
--.J
~
~
15056042115
REV-1500 EX
Decedent's Name: MARGARETTA M MUHLEMAN
RECAPITULATION
1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . . . . .
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Cash, Bank Deposits & Miscellaneous Personal Properly (Schedule E) . . . . . . . . . .
6. Jointly Owned Properly (Schedule F) DSeparate Billing Requested . . . . . . . . . .
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly
(Schedule G) DSeparate Billing Requested. . . . . . . . . .
8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
182-22-6228
Decedent's Social Security Number
1. NONE
2.
3. NONE
4. NONE
5.
6.
7. NONE
8.
9.
10142.00
74536.00
8616.00
93294.00
11697.00
9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . . . . .
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable at
the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X.O ~
16. Amount of Line 14 taxable
at lineal rate X.O 4 5
17. Amount of Line 14
taxable at sibling rate X . 12
18. Amount of Line 14 taxable
at collateral rate X . 1 5
15.
4 9 3 4 2 . 0 0 16.
17.
18.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042115
15056042115
13705.00
25402.00
67892.00
0.00
67892.00
0.00
2220.00
0.00
0.00
2220.00
w
--.J
R~-1500 E)t Page 3 182-22-6228
O'ecedent's Complete Address:
File Number
2107 -0240
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUM8ER
MARGARETTA M MUHLEMAN 182-22-6228
STREET ADDRESS
801 NORTH HANOVER STREET
CITY II STATE I ZIP
CARLISLE PA 17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal POl/erty Credit
8. Prior Payments
C. Discount
(1 )
2220.00
2250.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C ) (2)
2250.00
Total Interest/Penalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
0.00
30.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
0.00
A. Enter the interest on the tax due.
(SA)
0.00
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . . . .. D
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
D
D
D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . . . .
No
o
o
o
[R]
o
o
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for
the use of the surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
zero (0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory
requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for
the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half
(4.5) percent, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling
i!': rlAfinArI IlnrlAr SP.r.tinn Q10? R!': Rn inrlivirlllR/ whn hR!': Rt Ip.R!':t nnp. MrP.nt in r.nmmnn with thp. rlP.r.P.rlP.nt whp.thp.r hv hlnnrl nr Rrlnntinn
217
REV-1503 EX+ (6-98)
COMMONWEALTH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
MARGARETTA M MUHLEMAN
FILE NUMBER
2107-0240
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
DESCRIPTION
9.457SH CONSTELLATION ENERGY GROUP INC CUSIP#210371-10-0
110SH PERKfNELMER INC CUSIP#714046-10-9
602.801SH FEDERATED HIGH INCOME BOND FUNDA CUSIP#314195-10-8
130SH VAN KAMPEN BOND FUND INC CUSfP#920955-10-1
VALUE AT DATE
OF DEATH
717
2,692
4,437
2,296
TOTAL (Also enter on line 2 Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
10,142
217"
REV-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARGARETTA M MUHLEMAN
Include the proceeds of litigation and the date the proceeds were received by the estate.
All propertViointlv-owned with right of survivorshiD must be disclosed on Schedule F.
FILE NUMBER
2107-0240
ITEM
NUMBER
1
2
3
4
5
6
7
8
9
10
11
12
DESCRIPTION
BANK OF AMERICA 18 MONTH CD ACCT#681 00404659124
BANK OF AMERICA 24 MONTH CD ACCT#681 00404974234
MEMBERS 1ST FCU CHECKING ACCOUNT ACCT#167481-11
MEMBERS 1ST FCU 3 MONTH CD ACCT#167481-41
PA UNCLAIMED PROPERTY
HIGHMARK INSURANCE REIMBURSEMENT
DAVID MYERS FUNERAL HOME REIMBURSEMENT
COUNTRY MEADOWS RENT REFUND
IRS REFUND
HUMANA INSURANCE REFUND
MEMBERS 1ST FCU SAVINGS ACCOUNT ACCT#167481-00
PREPAID FUNERAL EXPENSES
VALUE AT DATE
OF DEATH
17,742
11,886
17,293
8,000
632
433
291
1,180
30
23
9,026
8,000
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
74,536
217 .
REV-1509 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
MARGARETTA M MUHLEMAN
FILE NUMBER
2107-0240
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS
A. CYNTHIA F KESSLER 6311 STANFORD COURT
MECHANICSBURG, PA 17050
RELATIONSHIP TO DECEDENT
DAUGHTER
B.
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FIWlNCIAL INSTITUTION /'NO BANK ACCOl.Nf NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDElfTIFYlHeNUMBER. "'TTI'oCH DEED FOR JO\lfT\.V-HELD RE^L EST...TE. VALUE OF ASSET INTEREST DECEDENrSINTEREST
1. A. 1/7/04 MEMBERS 1ST FCU 11 MONTH CD ACCT#167481-51 17,231 50.00% 8,616
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 6 Recapitulation) $ 8,616
(If more space is needed, insert additional sheets of the same size)
217
',REV-1511.EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
MARGARETTA M MUHLEMAN
2107-0240
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. PREPAYMENT TO DAVID M MYERS FUNERAL HOME 8,000
2. FUNERAL LUNCHEON 1,637
3. GINGERICH MEMORIALS 800
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 475
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 213
5. Accountant's Fees 340
6. Tax Return Preparer's Fees 50
7. PATRIOT NEWS ESTATE NOTICE 173
8. BANK FEES CHECKS FOR ESTATE 9
TOTAL (Also enter on line 9, Recapitulation) $ 11,697
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE I ENT DE DENT
ESTATE OF
MARGARETTA M MUHLEMAN
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
2107-0240
Report debts incurred by the decedent prior to death which remained unpaid 8S of the date of death, including un reimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
CYNTHIA F KESSLER REIMBUESEMENT FOR PREPAID FUNERAL EXPENSES
7,000
2.
EMS FEES
12
3.
RENT TO CHURCH OF GOD HOME
6,693
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
13,705
217 .
REV-1~13 EX+ (9-00)
COWMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARGARETTA M MUHLEMAN
SCHEDULE J
BENEFICIARIES
FILE NUMBER
2107-0240
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ES'rATE
I. TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2))
1 CYNTHIA F KESSLER 6311 STANFORD COURT MECHANICSBUF DAUGHTER 50
2 JOYCE L BOWERS 6267 STANFORD COURT MECHANICSBURG DAUGHTER 50
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0
(If more space is needed, insert additional sheets of the same size)
{EAU OF INDIViDUAL IAX~S
'T. 280&01
IRISBURG. PA 17128-0&01
!f~
.~..
AND
TAXPAYER RESPONSE
REVISED NOTICE * * *
ACto!
DATE
07116378
04-27-2007
* *
REV-1543 EX AFP (It-OIU
TYPE OF
EST. OF HARGARETT H HUHlEHAN
S.S. NO. 182-22-6228
DATE OF DEATH 02-23-2007
COUNTY CUMBERLAND
ACCOUNT
[] SAVINGS
[] CHECKING
o TRUST
[i] CERTIF'.
CYNTHIA KESSLER
6311 STANFORD CT
MECHANICSBURG PA 17050
REMIT PAYMENT AND F'ORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BERS 1 ST FCU has provided the Department with the info....etion listed bdow which has been used in
ulating the potential tax due. Their records Indicate that at the death of the above decedent, you \i'Ei'E: a joint ~;:.::==;~""'!::~n.=ricia!I"Y ...."'
account. If you faal.- t.h-i:s infO"Mfation is incorrect, please Dbtain writ.ten C(\,.....~r.tinn fro... the financ1A1 i..",t:itj,.tjun~ attiic:-' .;; ,copy
his form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth
~n~~~lv~ni~_ Questions maY be an~~d by c~(717~'787'~3Z7.
CO"PLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 167481-51
Date 01-07-2004
Established
To insure proper cr@dit to your account, two
(2) copies of this noticQ Must acco.pany your
payment to the Register of Wills. Make check
payable to: "Register of Wills7 A99nt".
Account Balance
Percent Taxable
Amount SUbject to Tax
Tax Rate
Potential Tax Due
14,283.58
X 50.000
7,141.79
X .045
;r:2l.;(8
NOTE: If tax payments are made wi thin threE'
(3) .onths of the decedent. s daL& (J r cJ~d U-, r
yOU :lay deduct a 5X discount of th9 t~x rlH~.
Any inheritance tax due will become delinquent
nine (,) months after the date of death.
fAx~ATEK k~~~uHSE
";;-:;:-;:;:;i!:!-:,:::i..~~::;::<:~:::-;:::::::-:!3:~~!t;!2"~~::f:?J::..._.:;;.:._'~;:}:::~';'Jg;~_:':>,~.-.
-=-~..__.- ~.. .._- .-..--- . - ~ -. -.
A. c=J The above infor.ation and tax due is correct.
1. You mBY choose to remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or yoU may check box "A" and return this notice to the Register of
Wills and an official assassment will be issued by the PA Department of Revenue.
8. ~The above asset has been or will be reported and tax paid with the Pennsyl~ania Inheritance Tax return
to be filed by the decedent's representative.
C. E:J The above information is incorrect and/or debts and deductions were paid by you.
You must cosplete PART ~ and/or PART ~ below.
CHECK ]
ONE
BLOCK
ONLY
1
2
3 X
If you indicate a different tax rate, please state your
relationship to decedent:
tT
]
X RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOU~T~
IE l. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount/Taxable
7. Tax Rate
a. Tax Due
n
1
J
TE PAID PAYEE
4
5
6
7
8
x
'-
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
I
I
I
TOTAL (Enter on Line 5 of Tax Computation)
I
I
*
Under penalties of perjury, I aeclare that the facts I have reported above are true,
compl,te to, the l~;t Of. my knowledge and belief. HOME cf}j() )')10'.&339'
::! ,'. c _~_ ! ~ ... ~ .. n _6 ..
~(j.A~'a..-- wORK \: :I
-AXPAYHR SIGNATURE TELEPHONE NUHBER
cort"'ttC t arid
"...-1 r-.~-A ~.,
..;,;)/OL(.; i
D'ATE
COMMONWEALTH OF PENNSYLVANIA
. DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
KESSLER CYNTH IA F
6311 STANFORD COURT
MECHANICSBURG, PA 17050
-------- fold
ESTATE INFORMATION: SSN: 182-22-6228
FILE NUMBER: 2107-0240
DECEDENT NAME: MUHLEMAN MARGARETT A M
DA TE OF PAYMENT: 05/16/2007
POSTMARK DATE: 05/15/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 02/23/2007
NO. CD 008171
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,250.00
I
I
I
I
I
I
I
I
TOT AL AMOUNT PAID:
REMARKS:
CHECK# 512
INITIALS: DMM
SEAL
,-
RECEIVED BY:
TAXPAYER
$2,250.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
" ~Dk~AmerIca.H"""'Studards
July 6, 2007
Courtesy Balance Statement
Reporting for Date of: 2/23/2007
Bank of America
Deposit Product Services
P.O. Box 2948, KS1-901-01-16
Wichita, KS 67201-2948
Mail To:
Provided by: JENISTA STEUBING
1-888-876-0982, x 7790210
MARGARETTA MUHLEMAN
C/O CYNTHIA RESSLER
6311 STANFORD CT
MECHANICSBURG PA 17050-0000
Request Number: NH47232
Customer Service Information
For additional information or service, you may call:
if 1-888-827-1812 Customer Service
1-800-288-4408 Hearing Impaired Customer
Service
Or you may write to:
181 Bank of America
Deposit Product Services
P.O. Box 2948
Wichita, KS 67201-2948
Title of Account: MARGARETTA MUHLEMAN
C/O CYNTHIA RESSLER
Account Number:
Status of Account:
68100404659124
CLOSED
Type and Term: 18 MONTH FIXED TERM CD
Balance: **Accrued Interest:
$ 17,741.60 $ 38.53
Paid YTD:
$ 148.54
Current Balance:
$0
Title of Account: MARGARETTA MUHLEMAN
C/O CYNTHIA RESSLER
Account Number:
, Status of Account:
68100404974234
CLOSED
Type and Term: 24 MONTH FIXED TERM CD
Balance:T **Accrued Interest:
$ 11,886.21 I $ 22.83
I
Paid YTD:
$ 93.91
T
Current Balance:
$0
** Accrued Interest is not included in the Balance
I\t 1;t
MEMBERS I"
'ElllJ..uo.mITl.'SIO"
Date
Feb 24
Send Inquires to:
5000 Louise Drive
PO Box 40
Mechanlcsburg. PA 17055
www.members1st.org
Main Switchboard: (717) 697,1161 or (800) 283.2328
EZ Call: (717) 697.4372 or (800) 283.4372
TOO: (717) 697.5312 or (800) 283.2328 ext. 5312
TeleBranch: (717) 795,6049 or (BOO) 237.7288
20976_~O"8
Lttl2 r ~
Jan 25. 2007 thru Feb 24. 2007
Account Number: 167481
Page: 2 of 2
Transaction Descriotion
Ending Balance
Additions
Subtractions
Balance 1Z
9.025.76
CERTIFICATE ACCOUNTS
41 - 3 MONTH CERT Maturity Date - Apr 11, 2007
-
~
I
)
-
-
)-
-
'~
,-
Date
Jan 25
Feb 24
Transaction Descriotion
Balance Forward
Ending Balance
50 - 30 MONTH CERT
Date
Jan 25
Feb 10
\
Date
Jan 25
51 - 11 MONTH CERT Maturity Date - Jun 06,2007
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Transaction Descriotion
Balance Forward
Joint Owner: CYNTHIA KESSLER
Jan 31 Deposit Dividend 5.080010
Annual Percentage Yte/d Eamed 5.2(}(PA, from. 01/01/2007 th4~h. q:{/3. 1/20071' .
Feb 24 Ending Balance U4L- . !f. r' ~~'V\ .gJ.~ L
YTD SUMMARIES
TOTAL DIVIDENDS PAID
00 REGULAR SAVINGS
11 CHECKING
41 3 MONTH CERT
50 30 MONTH CERT
51 11 MONTH CERT
0.40
3.31
" 0.00
{54.07
1.;4.02
:~ -
Additions
Subtractions
Balance
8.000.00
8.000.00
'./
Additions
Subtractions
Balance
13,704.51
13.747..46
13,758.58
42.95
11.12
Additions
Subtractions
Balance
17,156 .80
IltL
17.230.82 ___
~
17,230.82
74.02
~tU)un CVLr:t=J: 4 b
4- # 51
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1 I /. :" /';. 1'_ . _ ~.'
i i ba IIJ:'# '7 ,7' ~;\i It( '\'~ .
~'~"""viF .Jj(/~ )...c.r.;/"J- -1.t-., ~{
131.80 '/j ~
Total Year To Dale DiVid1ands Paid
NOTE: Total incl&ies clo~d~ares f,
~ ~~,#- -
Add Your Photo For Security J j/"" :
Your personal safety and financial secority ar~ top priorities at,~Members 1st. As a result of
increased scams and fraudulent activityathroughout the entire country,we are strongly
encouraging members tohave,th~r N ''L. i&~ ,.lIei"'il:RcountrecQrdS~ ~When visiting our.
branch offices, you may be askedlfWl , :~te!1:o allow us to take your photo. ThiS
member identification program WiJ):asSJ~I,t.1ll Q\I( r:..... f"iJete'Crence.initiativesand will take our
identity theft prevention programt&tfietf1eXt~ie"litPlWe-'~m'iperiencingan increasin9 number of
attempted fraudulent activities and as a result, we need to be able to verify your identity
immediately upon retrieving your account information. .' .
In addition to having your photo in our files, you may be required toshowadditionaUormsof
identification based on the type of transaction you are seeking. This is for your protection and
security and we appreciate your ongoing . cooperation and understanding.
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Statement of Accounts
st
Send Inquires to:
5000 Louise Drive
PO Box 40
Mechanicsburg, PA 17055
www.members1st.org
Main Switchboard: (717) 697-1161 or (800) 283-2328
EZ Call: (717) 697-4372 or (800) 283-4372
TOO: (717) 697-5312 or (800) 283-2328 ex!. 5312
TeleBranch: (717) 795-6049 or (800) 237-7288
Jan 25, 2007 thru Feb 24, 2007
Account Number:
MEMBERS 1st
FEDERAL CREDIT UNION
Account Balances at
Checking:
Savings:
Certificates:
Loans:
Money Management:
.. ;;;;;;;;;;;;;;;
~
,,-
-
..,-
-
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=>-
.. ;;;;;;;;;;;;;;;
~
10488 1 AV 0.293 20975-10488
1"," 1",111""1,1,11"111,1"11,1"1,11,1"",11,,,111,,,11
MAR GARETT A M MUHLEMAN
CIO CYNTHIA KESSLER
6311 STANFORD COURT
MECHANICSBURG PA 17050-0000
167481
a Glance:
17,293.20
9,025.76
25,230.82
0.00
0.00
Page: 1 of 2
Your current Member Loyalty Reward level is Platinum
Are you interested in receivin.g BONUS certificate rates, REDUCED consumer loan
rates, FREE Bill Payer or FREE checks? Read the enclosed Member Loyalty
Rewards insert for more details.
As a Platinum Member you can use Bill Payer for FREE. Go to Members 1 st Online
and sign up today or ask an associate for details.
CHECKING ACCOUNTS
11 - CHECKING
Date Transaction DescriPtion
Jan 25 Balance Forwarrt
Jan 31 Check 001836 Tracer .0131012942
Jan 31 Deposit Dividend O.2SOO!"
Annual Percentage YJe/d EamedO.,25O% from 01 /01/2007 tf1rougtlfJ1f31/2007
Based on Average Daily Balance of, 15,609.77
Feb 02 Deposit Transfer From Share 00
Feb 06 Check 001837 Tracer 0206006016
Feb 13 Check 001838 "'Tracer.0213019206
Feb 20 Deposit by Check
Feb 20 Check 001839 Tracer 0220005071
Feb 22 Deposit J
Feb 24 Ending BalanlJe
Additions
Subtractions
19.00-
3.31
1,533.00
62.06
45.80-
410.55-
22.90-
(iifr~
'\
!
i
~- 51~O(tOO
Check #
001836
001837
Feb 02
Feb 10
Feb 22
h - Continued on following page _ _ _
Balance
10,993.08
10,974.08
10,977.39
12,510.39
12'464.59
12.054.04
12,116;10
12,093.20
17,293.20
17,29.1.20
Date'
Feb'13
Feb 20
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