HomeMy WebLinkAbout09-21-07
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15056041147
REV-1500 EX (06-05)
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
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
File Number
0333
Date of Birth
195070841
12282006
10221912
JONES
THELMA
MI
E
Decedent's Last Name
Suffix
Decedent's First Name
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[!] 1. Original Retum 0 2. Supplemental Retum 0 3. Remainder Retum (date of death
prior to 12-13-82)
0 4. Limited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Retum Required
(dale of death after 12-12-82)
0 6. Decadent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
0 9. Litigation Proceeds Received 0 10 Spousal pove\% Credit ~date of death 0 11. Election to tax under Sec. 9113(A)
. between 12-31- 1 and -1-95) (Attach Sch. 0)
CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
LISA COMBER HALL ESg 6103440136
~~~
TWO WEST MARKET STREET, SUITE
, .)
REGISTER Of: ~LS US~L Y I.' '
. C" j".l
,L. Q ''-1
.="i
': ~~~i r.J N
. / -' ,.:\.,
Firm Name (If Applicable)
HALL LAW OFFICES, P.C.
First line of address
Second line of address
:J~:
N
... I,
DATE FILED W
;" [ ")
City or Post Office
WEST CHESTER
State
PA
ZIP Code
19382-3006
Correspondent's e-mail address: L C H Law@ms n . com
Under penalties of p,erjury, I declare that I have examined this retum, including accompanying schedules and statements. and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knoWledge.
SIGNATURE P SON RESPONSIBL FO FILING RETURN DATE
Robert A. Rubin 9 j 8 ~ 7
901 Pineview Drive, West Chester, PA 19380
~IG TURE OF ifPAREj OTHER ;;~;~PRES~TA.TIVE
_ ~ N~ '0 Lisa Comber Hall Esq
AD RESS - ~
Two West Market Street, Suite 403, West Chester, PA 19382-3006
Side 1
9
L
15056041147
15056041147
.-J~
-.J
1505b042148
REV-1500 EX
Decedent's Name: Thelma Ellen Jones
RECAPITULATION
1. Real Estate (Schedule A).......................................................................................... 1.
2. Stocks and Bonds (Schedule B)............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D).......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5.
6. Jointly Owned Property (Schedule F) D Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested............. 7.
8. Total Gross Assets (total Lines 1-7)....................................................................... 8.
9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9.
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, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045 0 0 0
17. Amount of Line fiiaxable
at sibling rate X .12 6 2 , 0 5 3 4 9
18. Amount of Line 14 taxable
at collateral rate X .15 2 2 6 , 4 7 4 3 0
19. Tax Due..................................................................................................... ................ 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
1505b042148
Decedent's Social Security Number
195070841
85,658 89
226,474 30
312,133 19
22,448 40
1,157 00
23,605 40
288,527 79
288,527.79
15.
o 00
o 00
7,446 42
33,971 15
41,417 57
16.
17.
18.
D
1505b042148
-.J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-07-0333
DECEDENTS NAME
Thelma Ellen Jones
STREET ADDRESS
4837 E. Trindle Road
CITY I STATE \ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
41,417.57
0.00
Total Credits (A + B + C)
(2)
0.00
3. InterestlPenalty if applicable
D. Interest
E. Penalty
(3)
(4)
(5)
(5A)
(5B)
TotallnterestlPenalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
41,417.57
41,417.57
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 No
a. retain the use or income of the property transferred;.................................................................................. 0 [!]
b. retain the right to designate who shall use the property transferred or its income;.................................... 0 [!]
c. retain a reversionary interest; or.................................................................................................................. 0 [!]
d. receive the promise for life of either payments, benefits or care?.............................................................. 0 [!]
2. If death occurred atter December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................................... ........................................................................ 0 [!]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 [!]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?................................ ..................................................................................... 0 [!]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or atter 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 atter 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 exemDt 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 atter 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 is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1608 EX+ (8-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
CCJMMQNWEALTHOF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Jones, Thelma Ellen
FILE NUMBER
21-47-4333
ESTATE OF
Indude the proceeds of litigation end the dete the proceeds were received by the eslate.
All property joInt1y-owned with the rtght of survivorshIp must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Commonwealth of Pennsylvania - Proceeds from Unclaimed Property Claim
#99943692
VALUE AT DATE
OF DEATH
62.50
2 Bank of America Certificate of Deposit #408139107 - Titled Thelma F. Jones or
Ralph McCreight (Deceased; 000: 10/09/2003); Date Opened: 9/21/1999; Value as
of 000
11.017.01
Accrued interest on Item 2 through date of death
12.49
3
Bank of America Certificate of Deposit #409373911 - Titled Thelma F. Jones; Date
Opened: 11/21/2000; Value as of 000
25.098.43
Accrued interest on Item 3 through date of death
26.35
4
Country Meadows Associates - Refund of Nursing Facility Residence Fees
2.384.48
5
Daupin County - Restitution from Legal Claim
71.56
6
Highmark Blue Shield - Prescription Drug Plan Premium Refund
26.57
7
Highmark Blue Shield - Health Insurance Premium Refund
293.05
8
Marlon Center Bank Checking Account #6001282 - Titled Thelma F. Jones; Date
Opened: 1/11/1988; Value as of 000:
556.90
9
Vanguard Prime Money Market Account #09901800041 - Titled Thelma F. Jones;
Value as of 000
45.684.49
Accrued dividend on Item 9 through date of death
175.06
Total of Continuation Schedule
See attached page
TOTAL (Also enter on Line 5, Recapitulation)
85.658.89
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
Rev.15GB EX+ (8-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Jones, Thelma Ellen
IFILE NUMBER
214J7 -0333
ESTATE OF
ITEM
NUMBER
10
DESCRIPTION
Tangible Personal Property - Decedent's Clothing, Furnishings, Jewelry,
Householed Goods, Etc.; Estimated Value as of 000
VALUE AT DATE
OF DEATH
250.00
NOTE: Decedent Resided in a Nursing Facility and Owned Limited Articles of
Personalty
TOTAL (Also enter on Line 5, Recapitulation)
85.658.89
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
Rev.16ot EX+ (6-1181
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESlllENT DECEOENT
ESTATE OF
FILE NUMBER
Jones, Thelma Ellen 21-07 -0333
If an a..et wes made Joint within one year of the decedent's date of death, It mUllt be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A. SEE ATTACHED CONTINUATION
PAGE "A"
ADDRESS
RELATIONSHIP TO DECEDENT
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF
NUMBER NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET DECEDENTS INTEREST
TENANT JOINT JOINTL V-HELD REAL ESTATE. INTEREST
1 A 9/16/1996 Bank of America Certificate of Deposit 39.439.88 50.000% 19.719.94
#402595593 - Titled Thelma F. Jones or
Robert J. Faust; Date Opened:
9/16/1996; Value as of 000
A 9/16/1996 Accrued interest on Item 1 through date 51.64 50.000% 25.82
of death
2 B 9/16/1996 Bank of America Certificate of Deposit 11.544.31 50.000% 5.772.16
#402595650 - Titled Thelma F. Jones or
William H. Adams; Date Opened:
9/16/1996; Value as of 000
B 9/16/1996 Accrued interest on Item 2 through date 15.12 50.000% 7.56
of death
3 C 9/16/1996 Bank of America Certificate of Deposit 33.814.79 50.000% 16.907.40
#402595668 - Titled Thelma F. Jones or
Samuel B. Adams; Date Opened:
9/16/1996; Value as of 000
C 9/16/1996 Accrued interest on Item 3 through date 44.27 50.000% 22.14
of death
Total of Continuation Schedules See attached
pages
TOTAL (Also enter on Line 6, Recapitulation) 226.474.30
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1S00 Schedule F (Rev. 6-98)
Rev-15GB EX+ (6.88)
*'
SCHEDULE F
JOINTLY-OWNED PROPERTY
continued
cOMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEOENT
ESTATE OF
Jones, Thelma Ellen
FILE NUMBER
21-47-4333
If an asset was made joint within one year of the decedent's date of death, It must be reported on schedule G.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY %OF
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DATE OF DEATH
FOR JOINT MADE VALUE OF ASSET DECO'S VALUE OF
NUMBER NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR INTEREST DECEDENrSINTEREST
TENANT JOINT JOINTL Y-HELD REAL ESTATE.
4 D 9/16/1996 Bank of America Certificate of Deposit 17,410.74 50.000% 8,705.37
#402595676 - Titled Thelma F. Jones or
Betty J. Pfeiffer; Date Opened:
9/16/1996; Value as of DOD
D 9/16/1996 Accrued interest on Item 4 through date 28.80 50.000% 14.40
of death
5 E 11/411996 Bank of America Certificate of Deposit 10,961.21 50.000% 5,480.61
#402769081 - Titled Thelma F. Jones or
Florence J. Gofton; Date Opened:
11/04/1996; Value as of DOD
E 11/411996 Accrued interest on Item 5 through date 36.71 50.000% 18.36
of death
6 F 11/12/1996 Bank of America Certificate of Deposit 15,934.20 50.000% 7,967.10
#402784288 - Titled Thelma F. Jones or
John G. Kurtz; Date Opened: 11/12/1996;
Value as of DOD
F 11/12/1996 Accrued interest on Item 6 through date 36.29 50.000% 18.15
of death
7 G 11/26/1996 Bank of America Certificate of Deposit 8,844.06 50.000% 4,422.03
#402815801 - Titled Thelma F. Jones or
Jon Adams; Date Opened: 11/26/1996;
Value as of DOD
G 11/26/1996 Accrued interest on Item 7 through date 3.56 50.000% 1.78
of death
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule F (Rev. 6-98)
Rev.16Oll EX+ (s...)
*'
SCHEDULE F
JOINTLY-OWNED PROPERTY
continued
cOMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jones, Thelma Ellen
FILE NUMBER
21-07 -0333
If an asset was made Joint within one year of the decedent's date of death, It must be reported on schedule G.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY %OF
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DATE OF DEATH
FOR JOINT MADE DECD'S VALUE OF
NUMBER NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST
TENANT JOINT JOINTLY-HELD REAL ESTATE.
8 H 11/26/1996 Bank of America Certificate of Deposit 8,844.06 50.000% 4.422.03
#40281793 - Titled Thelma F. Jones or
Joseph Adams; Date Opened:
11/26/1996; Value as of 000
H 11/26/1996 Accrued interest on Item 8 through date 3.56 50.000% 1.78
of death
9 I 12/16/1996 Bank of America Certificate of Deposit 29.774.65 50.000% 14.887.33
#402850220 - Titled Thelma F. Jones or
Robert A. Rubin; Date Opened:
12/16/1996; Value as of 000
I 12/16/1996 Accrued interest on Item 9 through date 43.20 50.000% 21.60
of death
10 J 12/16/1996 Bank of America Certificate of Deposit 47.994.14 50.000% 23.997.07
#402850246 - Titled Thelma F. Jones or
Jeffrey W. Rubin; Date Opened:
12/16/1996; Value as of 000
J 12/16/1996 Accrued interest on Item 10 through date 52.21 50.000% 26.11
of death
11 K 1/17/1997 Bank of America Certificate of Deposit 13.449.23 50.000% 6.724.62
#402898211 - Titled Thelma F. Jones or
Jo Ann Adams (a/kla Joanne Adams);
Date Opened: 1/17/1997; Value as of
000
K 1/17/1997 Accrued interest on Item 11 through date 19.51 50.000% 9.76
of death
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
ReY-1601 EX+ (6-98)
*'
SCHEDULE F
JOINTLY-OWNED PROPERTY
continued
cOMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jones, Thelma Ellen
FILE NUMBER
21-47-4333
If an asset was made joint within one year of the decedent's date of death, It must be reported on schedule G.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY %OF
LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DATE OF DEATH
ITEM FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR IVALUE OF ASSET DECD'S VALUE OF
NUMBER TENANT JOINT INTEREST DECEDENrSINTEREST
JOINTL V-HELD REAL ESTATE.
12 L 1/17/1997 Bank of America Certificate of Deposit 10.199.12 50.000% 5.099.56
#402898245 - Titled Thelma F. Jones or
Lilian Rubin; Date Opened: 1/17/1997;
Value as of 000
L 1/17/1997 Accrued interest on Item 12 through date 14.80 50.000% 7.40
of death
13 M 1/17/1997 Bank of America Certificate of Deposit 10.185.34 50.000% 5.092.67
#402898278 - Titled Thelma F. Jones or
James R. Adams; Date Opened:
1/17/1997; Value as of 000
M 1/17/1997 Accrued interest on Item 13 through date 14.78 50.000% 7.39
of death
14 N 9/21/1999 Bank of America Certificate of Deposit 21.232.00 50.000% 10.616.00
#408138248 - Titled Thelma F. Jones or
Mary Lee Nycum; Date Opened:
9/21/1999; Value as of 000
N 9/21/1999 Accrued interest on Item 14 through date 18.53 50.000% 9.27
of death
15 0 9/21/1999 Bank of America Certificate of Deposit 11.856.59 50.000% 5.928.30
#408139164 - Titled Thelma F. Jones or
Debra Adams; Date Opened: 9/21/1999;
Value as of 000
0 9/21/1999 Accrued interest on Item 15 through date 10.34 50.000% 5.17
of death
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
Rev-16GB EX+ (8-98)
*'
SCHEDULE F
JOINTLY -OWNED PROPERTY
continued
CClIoNQNV\/EAL 'Ili OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jones, Thelma Ellen
FILE NUMBER
21-07 -0333
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY %OF
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DATE OF DEATH
FOR JOINT MADE DECD'S VALUE OF
NUMBER NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENrSINTEREST
TENANT JOINT JOINTLY-HELD REAL ESTATE.
16 M 9/21/1999 Bank of America Certificate of Deposit 29.049.31 50.000% 14.524.66
#408139198 - Titled Thelma F. Jones or
James R. Adams; Date Opened:
9/21/1999; Value as of 000
M 9/21/1999 Accrued Interest on Item 16 through date 25.35 50.000% 12.68
of death
17 p 12/17/1999 Bank of America Certificate of Deposit 47,989.00 50.000% 23.994.50
#408375610 - Titled Thelma F. Jones or
Michael B. Rubin; Date Opened:
12/17/1999; Value as of 000
p 12/17/1999 Accrued interest on Item 17 through date 69.62 50.000% 34.81
of death
18 I 5/19/1995 Fidelity Investments Mutual Fund 68.559.94 50.000% 34.279.97
Account #0169-00006798514 - Titled
Thelma F. Jones and Robert Rubin,
JTWROS; Date Opened: 5/19/1995; Value
as of 000
19 I 9/17/1985 Series EE Savings Bond #M10329361EE- 500.00 50.000% 250.00
Titled Thelma F. Jones or Robert Rubin;
Date Issued: 9/17/1985; Maturity Date:
9/2015; Value as of DOD
I 9/17/1985 Accrued interest on Item 19 through date 1.114.80 50.000% 557.40
of death
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
Rev-16ot EX+ {S-IS)
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jones, Thelma Ellen
FILE NUMBER
21.{j7.{j333
If an asset was made Joint within one year of the decedent's date of death, It must be reported on schedule G.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY %OF
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DATE OF DEATH
NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET DECD'S VALUE OF
TENANT JOINT JOINTLY-HELD REAL ESTATE. INTEREST DECEDENrSINTEREST
20 I 9/17/1985 Series EE Savings Bond #M10329362EE- 500.00 50.000% 250.00
Titled Thelma F. Jones or Robert Rubin;
Date Issued: 9/17/1985; Maturity Date:
9/2015; Value as of 000
I 9/17/1985 Accrued interest on Item 20 through date 1.114.80 50.000% 557.40
of death
21 I 4/20/1990 Series EE Savings Bond #X1975721EE- 5.000.00 50.000% 2.500.00
Titled Thelma F. Jones or Robert Rubin;
Date Issued: 4/20/1990; Maturity Date:
4/2020; Value as of 000
I 4/20/1990 Accrued interest on Item 21 through date 7.148.00 50.000% 3.574.00
of death
TOTAL (Also enter on Line 6, Recapitulation) 226,474.30
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
SCHEDULE F
JOINTLY-OWNED PROPERTY
CONTINUATION PAGE "A"
ESTATE OF JONES, THELMA ELLEN
FILE NUMBER 21-07-0333
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO
DECEDENT
A. Robert J. Faust 7474 E. Arkansas Ave. #2005 Nephew
Denver, CO 80231
B. William H. Adams 1400 Quarry Lane Nephew
Lancaster, PA 17603
C. Samuel B. Adams 291 Texaco Road Nephew
Mechanicsburg, PA 17055
D. Betty J. Pfeiffer 1030 Pfeiffer Road Friend
Marion Center, PA 15759
E. Florence J. Gotton 420 N. Bentsen Palm Drive, F-7 Friend (Former In-Law)
Mission, TX 78572-9440
F. John G. Kurtz 9905 Broadmoor Lane Nephew
Rowlett, TX 75089
G. Jon Adams 1304 E. Derry Road Grand-Nephew
Hershey, PA 17033
H. Joseph Adams 1302 Prince Street Grand-Nephew
Palmyra, PA 17078
I. Robert A. Rubin 901 Pineview Drive Nephew
West Chester, PA 19380
J. Jeffrey W. Rubin 1456 Peachtree Battle Avenue Nephew
Atlanta, GA 30327
K. Jo Ann Adams (a/kla Joanne Adams) 1302 Prince Street Nephew's Spouse
Palmyra, PA 17078 (Niece by Marriage)
L. Lilian Rubin 901 Pineview Drive Nephew's Spouse
West Chester, PA 19380 (Niece by Marriage)
M. James R. Adams 1302 Prince Street Nephew
Palmyra, PA 17078
N. Mary Lee Nycum P. O. Box 132
1001 N. Manor Street Friend
Marion Center, PA 15759
O. Debra Adams P. O. Box 875 Grand-Niece
Victor, 10 83455
P. Michael B. Rubin 1003 Malibu Drive Nephew
Marietta, GA 30066
REV-1151 EX+ (12-"'
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21-07-0333
ESTATE OF
Jones, Thelma Ellen
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
See continuation schedule(s) attached
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
Robert A. Rubin
Social Security Number(s) I EIN Number of Personal Representative(s):
194-42-6068
Street Address 901 Pinevlew Drive
City West Chester State
Year(s) Commission paid 2007
See continuation schedule(s) attached
PA
Zip 19380
Attorney's Fees
See continuation schedule(s) attached
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
2.
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
5.
See continuation schedule(s) attached
Accountant's Fees
See continuation schedule(s) attached
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation)
Copyright (c) 2002 form software only The Lackner Group, Inc.
AMOUNT
7,711.40
5,000.00
7,500.00
187.00
1,500.00
550.00
22,448.40
Form PA-1500 Schedule H (Rev. 6-98)
Rev.1502 EX+ (8-88)
.
SCHEDULE H.A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jones, Thelma Ellen
IFILE NUMBER
21-07 -0333
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Bowser-Munich Inc. Funeral Homes - Funeral/Burial Expenses
7,211.40
2
Marion Center Memorial Cemetery - Grave Opening Fee
500.00
Subtotal
7,711.40
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1H2 EX+ (6-88)
*'
SCHEDULE H.81
PERSONAL REPRESENTATIVE'S
COMMISSIONS
continued
CO!IMQNWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RES/OENT OECEOENT
ESTATE OF
Jones, Thelma Ellen
IFILE NUMBER
21-07-0333
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Robert A. Rubin - Administrator's Fee
5.000.00
Subtotal
5.000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B1 (Rev. 6-98)
Rev-1SD2 EX+ (6-98)
*'
SCHEDULE H-82
A TIORNEY'S FEES
continued
COMMON~THOFPENNSYlVAN~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jones, Thelma Ellen
IFILE NUMBER
21-47 -4333
1
DESCRIPTION
Hall Law Offices, P. C. - Estimated Legal Fees
AMOUNT
ITEM
NUMBER
7.500.00
Subtotal
7.500.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B2 (Rev. 6-98)
Rev-1HZ EX+ (6.9S)
'*
SCHEDULE H.84
PROBATE FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESlOENT DECEDENT
ESTATE OF
Jones, Thelma Ellen
IFILE NUMBER
21-07-0333
ITEM
NUMBER
DESCRIPTION
Cumberland County Register of Wills - Probate Fee
AMOUNT
187.00
1
Subtotal
187.00
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
Fonn PA-1500 Schedule H-B4 (Rev. 6-98)
Rey.1502 EX+ (,-8,)
*'
SCHEDULE H.85
ACCOUNTANT'S FEES
continued
~TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jones, Thelma Ellen
IFILE NUMBER
21-07 -0333
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Accountant Fees - Estimated Accountant Fees
1.500.00
Subtotal
1.500.00
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
Fonn PA-1S00 Schedule H-BS (Rev. 6-98)
..
Rev-1602 EX+ (6-98)
.
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jones, Thelma Ellen
IFILE NUMBER
21-47-4333
1
DESCRIPTION
Commerce Bank - Returned Check Fee
AMOUNT
ITEM
NUMBER
15.00
2
Cumberland County Register of Wills - Short Certificate Fee
16.00
3
Miscellaneous Estate Expenses
500.00
4
PA Department of Vital Records - Death Certificate Fee (Deceased Joint Owner -
Ralph McCreight)
19.00
Subtotal
550.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
R.v.1612 EX+ (6.tS)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Jones, Thelma Ellen
FILE NUMBER
21-07 -0333
ESTATE OF
Includ. unrelmbursed medical .xp.n....
ITEM
NUMBER DESCRIPTION
1 PA Department of Revenue - Decedent's 2006 Income Tax
VALUE AT DATE
OF DEATH
338.00
2 United States Treasury - Decedent's 2006 Income Tax
819.00
TOTAL (Also enter on Line 10, Recapitulation)
1,157.00
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV-1513 EX+ (9-00)
*'
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Jones, Thelma Ellen
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
oistributions.l. and transfers
under Sec. l:I116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not Uat TN_la'
FILE NUMBER
21-07 -0333
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
ESTATE OF
I.
1
Edna Kurtz
1317 Colonel Drive, #851
Garland, TX 75043
Sister
100% of
Residual Estate
Total
Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate, 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
0.00
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
Fonn PA-1500 Schedule J (Rev. 6-98)
lHkof........ H......Sta.....
May 31,2007
Courtesy Balance Statement
Reporting for Date of: 12/28/06
Bank of America
Deposit Product Services
P.O. Box 2948, KS1-901-01-16
Wichita, KS 67201-2948
Mail To:
Provided by: Sean Slaby
1-888-827-1812, x 7790206
ESTATE OF THELMA JONES
CIO ROBERT A RUBIN
901 PINEVIEW DRIVE
WEST CHESTER, PA 19380
Request Number: NH-33760
Customer Service Infonnation
For additional information or service, you may call:
tit 1-888-827-1812 Customer Service
1-800-288-4408 Hearing Impaired Customer
Service
Title of Account:
Type and Term:
Balance:
$ 39,439.88
Title of Account:
Type and Term:
Balance:
$ 11,544.31
Title of Account:
Type and Term:
Balance:
$ 33,814.79
Or you may write to:
181 Bank of America
Deposit Product Services
P.O. Box 2948
Wichita KS 67201-2948
THELMA F JONES
ROBERT J FAUST
ROBERT A RUBIN POA
C/O ROBERT RUBIN
18 MONTH FIXED TERM CD
**Accrued Interest:
$ 51.64
Account Number: 68100402595593
Status of Account:
Date Opened: 09/16/96
Paid YTD: Current Balance:
$ 1,959.34 $ 39,356.87
Account Number: 68100402595650
Status of Account:
Date Opened: 09/16/96
Paid YTD: Current Balance:
$ 573.51 $ 11,520.02
Account Number: 68100402595668
Status of Account:
Date Opened: 09/16/96
Paid YTD: Current Balance:
$ 1,679.90 $ 33,743.61
THELMA F JONES
WILLIAM H ADAMS
ROBERT A RUBIN POA
C/O ROBERT RUBIN
18 MONTH FIXED TERM CD
**Accrued Interest:
$ 15.12
THELMA F JONES
SAMUEL B ADAMS
ROBERT A RUBIN POA
C/O ROBERT RUBIN
18 MONTH FIXED TERM CD
**Accrued Interest:
$ 44.27
.. Accrued Interest is not included in the Balance
la_otAnI........ a.......Sta.....
Courtesy Summary/Balance
Reporting for the Date of: 12/28/06
Page:
Title of Account: THELMA F JONES Account Number: 68100402595676
BETTY J PFEIFFER Status of Account:
ROBERT A RUBIN POA
C/O ROBERT RUBIN Date Opened: 09/16/96
Type and Term: 18 MONTH FIXED TERM CD
Balance: **Accrued Interest: Paid YTD: Current Balance:
$ 17,410.74 1 $ 28.80 I $ 864.96 $.00
Title of Account: THELMA F JONES Account Number: 68100402769081
FLORENCE J GOFTON Status of Account:
ROBERT A RUBIN POA
C/O ROBERT RUBIN Date Opened: 11/04/96
Type and Term: 12 MONTH FIXED TERM CD
Balance: **Accrued Interest: Paid YTD: Current Balance:
$ 10,961.21 $ 36.71 $ 498.32 $ 10,917.33
I
Title of Account: THELMA F JONES Account Number: 68100402784288
JOHN G KURTZ Status of Account:
ROBERT A RUBIN POA
C/O ROBERT RUBIN Date Opened: 11/12/96
Type and Term: 12 MONTH FIXED TERM CD
Balance: ** Accrued Interest: Paid YTD: Current Balance:
$ 15,934.20 $ 36.29 $ 740.61 $ 15,870.40
Title of Account: THELMA F JONES Account Number: 68100402815793
JOSEPH ADAMS Status of Account:
ROBERT A RUBIN POA
C/O ROBERT RUBIN Date Opened: 11/26/96
Type and Term: 12 MONTH FIXED TERM CD
Balance: ** Accrued Interest: Paid YTD: Current Balance:
$ 8,844.06 $ 3.56 $ 419.16 $ 8,808.65
Title of Account: THELMA F JONES Account Number: 68100402815801
JON ADAMS Status of Account:
ROBERT A RUBIN POA
C/O ROBERT RUBIN Date Opened: 11/26/96
Type and Term: 12 MONTH FIXED TERM CD
Balance: ** Accrued Interest: Paid YTD: Current Balance:
$ 8,844.06 $3.56 $ 419.16 $ 8,808.65
.. Accrued Interest is not included in the Balance
aallkofAnlerlc8.... H.......1ta1ll1~1.
Courtesy Summary/Balance
Reporting for the Date of: 12/28/06
Title of Account:
Type and Term:
Balance:
$ 29,774.65
Page:
THELMA F JONES
ROBERT A RUBIN
ROBERT A RUBIN POA
C/O ROBERT RUBIN
18 MONTH FIXED TERM CD
Account Number:
Status of Account:
Date Opened:
68100402850220
12/16/96
** Accrued Interest:
$ 43.20
Paid YTD:
$ 1,327.57
Current Balance:
$ 30,322.81
Title of Account: THELMA F JONES
JEFFREY WRUBIN .
ROBERT A RUBIN POA
C/O ROBERT RUBIN
Account Number:
Status of Account:
68100402850246
Date Opened:
12/16/96
Type and Term: 18 MONTH FIXED TERM CD
Balance: **Accrued Interest:
$ 47,994.14 $ 52.21
Title of Account:
Type and Term:
Balance:
$ 13,449.23
Title of Account:
Type and Term:
Balance:
$ 10,199.12
Title of Account:
Type and Term:
Balance:
$10,185.34
THELMA F JONES
JO ANN ADAMS
ROBERT A RUBIN POA
C/O ROBERT RUBIN
12 MONTH FIXED TERM CD
**Accrued Interest:
$ 19.51
Paid YTD: Current Balance:
$ 2,139.93 $ 48,877.73
Account Number: 68100402898211
Status of Account:
Date Opened: 01/17/97
Paid YTD: Current Balance:
$ 742.43 $ 13,409.72
Account Number: 68100402898245
Status of Account:
Date Opened: 01/17/97
Paid YTD: Current Balance:
$ 563.01 $10,169.16
Account Number: 68100402898278
Status of Account:
Date Opened: 01/17/97
Paid YTD: Current Balance:
$ 562.25 $10,155.43
THELMA F JONES
LILIAN RUBIN
ROBERT A RUBIN POA
C/O ROBERT RUBIN
12 MONTH FIXED TERM CD
**Accrued Interest:
$ 14.80
THELMA F JONES
JAMES R ADAMS
ROBERT A RUBIN POA
C/O ROBERT RUBIN
12 MONTH FIXED TERM CD
**Accrued Interest:
$ 14.78
"Accrued Interest is not included in the Balance
BallkotAnl__ ~ H.........'1!I.......
Courtesy Summary/Balance .
Reporting for the Date of: 12/28/06
Page.
Title of Account: THELMA F JONES Account Number: 68100408139107
RALPH MC CREIGHT Status of Account:
ROBERT RUBIN POA
C/O ROBERT RUBIN Date Opened: 09/21/99
Type and Term: 12 MONTH FIXED TERM CD
Balance: **Accrued Interest: Paid YTD: Current Balance:
$ 11,017.01 $12.49 $ 567.18 $.00
Title of Account: THELMA F JONES Account Number: 68100408139164
DEBRA ADAMS Status of Account:
ROBERT RUBIN POA
C/O ROBERT RUBIN Date Opened: 09/21/99
Type and Term: 18 MONTH FIXED TERM CD
Balance: -Accrued Interest: Paid YTD: Current Balance:
$ 11,856.59 $ 10.34 $ 589.03 $.00
Title of Account: THELMA F JONES Account Number: 68100408139198
JAMES R ADAMS Status of Account:
ROBERT RUBIN POA
C/O ROBERT RUBIN Date Opened: 09/21/99
Type and Term: 18 MONTH FIXED TERM CD
Balance: **Accrued Interest: Paid YTD: Current Balance:
$ 29,049.31 $ 25.35 $ 1,443.15 $ 28,988.16
Title of Account: THELMA F JONES Account Number: 68100408139248
MARY LEE NYCUM Status of Account:
ROBERT RUBIN POA
C/O ROBERT RUBIN Date Opened: 09/21/99
Type and Term: 18 MONTH FIXED TERM CD
Balance: **Accrued Interest: Paid YTD: Current Balance:
$ 21,232.00 $ 18.53 $ 1,054.79 $.00
Title of Account: THELMA F JONES Account Number: 68100408375610
MICHAEL B RUBIN Status of Account:
ROBERT A RUBIN POA
C/O ROBERT RUBIN Date Opened: 12/17/99
Type and Term: 18 MONTH FIXED TERM CD
Balance: **Accrued Interest: Paid YTO: Current Balance:
$ 47,989.00 $ 69.62 $ 2,139.69 $ 48,872.50
..Accrued Interest is not included in the Balance
BankofAnlerlca ............. .......
Courtesy Summary/Balance
Reporting for the Date of: 12/28/06
Page ~
Title of Account: THELMA F JONES Account Number: 68100409373911
ROBERT A RUBIN POA Status of Account:
C/O ROBERT RUBIN Date Opened: 11/21/00
Type and Term: 18 MONTH FIXED TERM CD
Balance: ** Accrued Interest: Paid YTD: Current Balance:
$ 25,098.43 $ 26.35 $ 1,087.85 $.00
If more than one person's name appears in the titling of an account (without a fiduciary, beneficiary or other
designation), the account is a joint account. Please see enclosed Deposit Agreement and Disclosures booklet.
.. Accrued Interest is not included in the Balance
, .
AfJank
MARION CENTER BANK, 501 MAIN ST., P. O. BOX 195, MARION CENTER, PA 15759-0195 . 800-556-6262 . FAX 724-397-0010
April 12, 2007
Robert A. Rubin
901 Pineview Drive
Wester Chester, PA 19380
RE: Thelma F. Jones
Dear Mr. Rubin:
The following is the information you requested on accounts owned by Thelma F. Jones at Marion Center
Bank:
Checking #6001282
Opened 1-11-1988
Title: Thelma F. Jones
Date of death balance: $556.90
This account was not an interest bearing account. Thelma F. Jones was the sole owner of the funds in
this account.
Ms. Jones received an automatic deposit from the US Treasury into this account.
The above referenced account was the only account Ms. Jones had at our bank.
Please feel free to contact me if you have any questions concerning this report.
Very truly yours, .
'-~ 't-l~~~--,.
Melanie Lydic V"T~
Customer Service Representative II
~
MARION CENTER BIG RUN PUNXSUTAWNEY
CLYMER
WILLOW SPRINGS
DAYTON
I fPJP I
7?A_~07 t::e:o") 01,;( ..(1'7 "'''''C''"'f n. / ....""^ ........-.
~ Vanguard'
April 14, 2007
P.O. Box 2600
Valley Forge. PA 19482-2600
www.vanguard.com
ROBERT A RUBIN
901 PINEVIEW DR
WEST CHESTER, PA 19380-1868
Prime Money Mkt Fund
09901800041
Dear Mr. Rubin:
We are responding to your letter notifying us of the death of Thelma F Jones, and
requesting a valuation of her above referenced Vanguard account. Your request to
transfer the account to the estate and to liquidate the funds is complete and a
confirmation has been sent.
As of December 28, 2006, the number of shares, the price per share, the value of
the fund, and the accrued dividends (if applicable) were as follows:
Prime Money Mkt Fund 45,684.490
$1.00
Value Accrued
Dividends
$45,684.49 $175.056
.EYrn! Shares
Price
If you have any questions or need further assistance, please contact a member
of our Transition Specialist Team at 1-888-237-9045. We are available Monday
through Friday from 8 a.m. to 8 p.m., Eastern time.
Sincerely,
Transition Specialist Team
jc
50834191
Vanguard Marketing Corporation, Distributor.
FiIIeIIIy f'1n"""""".
May 15, 2007
Robert Rubin
901 Pineview Drive
West Chester, PA 19380
Dear Robert:
In response to your request originally dated April 10, 2007, the following is a list of the
information that you requested regarding the account for Thelma Jones.
1.) The title of the account is
Thelma F. Jones
Robert Rubin JT WROS
And the account was established May 19, 1995
2.) The date the account was registered as ajoint account was May 19, 1995
3.) The balance at the date of death (December 28,2006) was $68,559.94
4.) There were no additional accounts for Thelma F. Jones on our system
The other information that was requested on the original letter can be located on the
statement. Enclosed is a copy of the year end statement from December 31, 2006.
If you have any questions or require any additional information please feel free to contact
us at 877-208-0098.
iV~~ rnU/#W1tYL
Lynn MacPherson
Fidelity Investments Institutional
Operations Company, Inc.
P.O. Box 770002
Cincinnati, OH 45277-0085
1 "7S)'1 ~-:: 1('
Cal.culated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 12/2006
Total Value
15 377.60
Total Interest
9377.60
YTD Interest
597.60
Bonds: 1-3 of 3
. Issue Next Final Issue Int t Interest V I
Serial # Series Denom eres a ue Note
Date Accrual Maturity Price Rate
. ..){J ~?~Z~ll;E:. ;... .I;E:. ...:$1 Q,9Q9 j Q4/J~~9 19.4l?99?] 94,gO?Ol. ..$?,QOQ. 90;... $?,.~4.f3' 00; . 4~()Q~/oj $~~, ~~fI~9.9.,......
~,~9~.~.~~E??~E:,~..,!=.E:.....L..$.!1.QQ(UQ~I!~f3?jO~I.~90?j..9.w~.Ql?L....$~()Q.:Q.().L,$~L~~.4:f39~. .4:Q()~!o.i... $~,~~~~.'-.9..L .........
.~J.Q~.~.~~.~~.;E:.L. J~E:.....~...$,!l.QQ~E()~n~f3?,lQ~l~QQ.?i .QW2.,Q.1.?~ ....l~Q():QQ.t..$!(.!,~.4.: f3(), ..4:9QO!~.;... $~,.~1..~~.'-9..,. .......
Totals for 3 Bonds: 6 000.00: 9 377.60. : 15 377.60:
Notes
NI ! Not Issued
"....~"...~" ...v~..t-..... ....... "....."..u"..".."..........~....""... VA ,." VA."""" ""..........,." ....." ","n" ..."., ',,'''V'._. ._....v.."... v .,~-._,......"".." .~-, .-_ "..... v...
..~_~...U~Qt~J.!g_~~_I.~JQr.p.~y.~~nL_._............................m.......
..~_!!i~D.~!lJ.cJ~~..~..'!lQI')~~. ir.!~~r~.~t .PE!.r.!~.Ity...... .....
MA : Matured and not earnin interest
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