HomeMy WebLinkAbout10-25-07
.....I
15056051058
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
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
611 01
oor('
Date of Birth
180-22-8275
01/20/2007
09/03/1926
Decedent's Last Name Suffix
Decedent's First Name
MI
Wolfe Mrs
Betty
L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
:.: 1. Original Return
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4a. 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 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT _ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
4. Limited Estate
.
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
Sandra A. Olley
(717) 232-1831
Firm Name (If Applicable)
REGISTER OF WILLS u:s1. ONLY
J .
First line of address
r"'-:)
I.... .
6 Louis Lane
Second line of address
C,)
'.J
-4
City or Post Office
State
ZIP Code
DATE FILED -J
Enola
Pa
17025
Correspondent's e-mail address:solley@comcast.net
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
RESPONSIBLE FOR FILING RETURN DATE
10/19/07
L..o VA.! L7't .A.I@/
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
~
nor-J
DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051058
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15056051058
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15056052059
REV-1500 EX
Decedent's Name:
Betty
L Wolfe
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) Separate Billing Requested. . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 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, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
15.
16.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059
Side 2
L
180-22-8275
Decedent's Social Security Number
17.
18.
0.00
0.00
0.00
0.00
9,053.09
0.00
0.00
9,053.09
8,926.00
11,837.53
20,763.53
11,710.44
0.00
0.00
15056052059
~
REV-;SOO EX Pt!ge 3
Decedent's Complete Address'
File Numbllr
. ,
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER
Betty L Wolfe 180-22-8275
STREET ADDRESS
6 Louis Lane
CITY I STATE I ZIP
Enola Pa 17025
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
0.00
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + 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)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
A. Enter the interest on the tax due.
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... D [i]
b. retain the right to designate who shall use the property transferred or its income; ............................................ D [i]
c. retain a reversionary interest; or.......................................................................................................................... D [i]
d. receive the promise for life of either payments, benefits or care? ...................................................................... D [i]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D [i]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D [i]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............... ..... .... ................................... .......................... ......................... ..... ..... D [i]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1,1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. 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.
oREV-1508 ~X+ (6-98) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Betty L Wolfe
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
Belco Credit Union
Checking (S4 Acct # 754-240)
535.01
Harrisburg, Pa 17108
Savings (S1 Acct #754-240)
Christmas Club (S2 Acct # 754-240)
Joint Checking (S4 Acct # 754-250) 50% of 837.62
6,935.34
400.89
403 N 2nd Street
PO Box 82
418.81
Joint Savings (S1 Acct # 754-250) 50% of 134.08
67.04
2 Clothing
500.00
3 Jewelry
150.00
4 Cash on Hand
46.00
Note 1 Property in Question (in the Will) was sold to Daughter Sandra Olley in August of 1984. All house hold
Furniture and appliances have since been replaced by Sandra.
Note 2 Auomobile in Question (in the Will) was disposed of 2 years prior to the demis of Betty. Since she could no
Longer drive.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
9,053.09
REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2007-00088
Esta te Of: BETTY L WOLFE
PA No. 21-07-0088
(First, Middle, Last)
Late Of:
EAST PENNSBORO TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Securi ty No: 180-22-8275
WHEREAS, on the 26th day of January 2007 an instrument dated
August 2nd 1984 was admitted to probate as the last will of
BETTY L WOLFE
(First, Middle, Last)
late of EAST PENNSBORO TOWNSHIP, CUMBERLAND County,
who died on the 20th day of January 2007 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH Register of wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
SANDRA A OLLEY
who has duly qualified as EXECU TOR (RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 26th day of January 2007.
..,.
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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II
I
LAST WILL AND TESTAMENT
OF
BETTY L. WOLFE
I, BETTY L. WOLFE, widow woman, of Enola, East Pennsboro Town-
ship, Cumberland County, Pennsylvania, being of sound and disposing
Imind, memory and understanding, do hereby make, publish and declare
this to be my, Last Will and Testament, hereby revo~ing any and all
Wills and Codicils previously made by me at any time heretofore.
FIRST:
I hereby direct that my personal representative,
hereinafter named, to pay all my just debts, funeral and testamenta y
expenses as soon after my demise as maybe practicable.
i SECOND:
I hereby specifically bequeath ONE THOUSAND
($1,000.00) DOLLARS to my church, the Zion Lutheran Church of Enola.
THIRD:
BE IT KNOWN, that as of this same date, I have
conveyed my residence known 'as 6 Louis Lane, Enola, Pennsylvania,
o,.,~
my daughter, SANDRA A. OLLEY, reserving for myself a:~fe-E~ate
y? 15 ~ ::1,'-; ;-:-:~
THEREFORE, upon my demi:~~~ si; c i t%6--- 1;)
/:~$ ,.:; E')?;
bequeath whatever household goods , furniture and appl-::b.@cesO'th~t-;1":'1
:'3 ~~ 'r{ ~ ..J 2'~
might own that are in said residence, to my daught~J;~SAND1{,A A;.,:;::U
"'::~ --. ~-~
-'.- -.
Ownership Interest therein.
OLLEY.
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.0-'..1 ~;;~
"l. FOURTH:
BE IT KNOWN that on Dr about July 1983, I loaned
money to my son, WA~NE, and his wife, MARY, to help them purchase a
mobile home.
Sould'I die before this debt has been paid in full, I
hereby direct that the debt be cancelled as if payment had already
been made ~n full.
FURTHERMORE, I hereby bequeath to my
son, WAYNEI L,
demise. !
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lOLLEY,
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and his wife, MARY, whatever car(s) I own upon my
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FIFTH: All the rest, residue and remainder of my estate,l
I hereby give, devise and be~ueath among my four (4) children, e~Ua~lY
I
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I and
I
per capita.
A.
B.
C.
D.
BONNIE L. HOSTETtER~
DONALD R. OLLEY
SANDRA A. OLLEY
WAYNE L. OLLEY
SIXTH:
I hereby nominate, constitute and appoint my
daughter, SANDRA A. OLLEY, as Executrix of this my, Last Will and
Testament.
In the event that SANDRA A. OLLEY should predecease me,
fail to ~ualify, cease to act or for some reason is incapable of
performing such task, I then nominate, constitute and appoint my
daughter, BONNIE L.
(nee: OLLEY) HOSTET~, as Executrix of this my,
Last Will and Testament. ~
SEVENTH: None of the abovenamed persons shall be re~uire
to post bond or surety in this or any other jurisdiction for faith-
ful compliance of the office of Executrix.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this
Last Will and Testament, the L day of 1.?7UA:I:. , 19 If
my,
~/tJ~_
BETTY . WOLF]t/
(SEAL)
The preceding instrument, consisting of this and one (1) other
typewritten page, identified by the signature of the Testatrix,
BETTY L. WOLFE, in the presence of us, who at her re~uest, who in
of each other, have hereunto
hereto.
Iher presence, and in the presence
subscribed our names as witnesses
#-- '"' ~ RESIDING AT
I" 1.Lu-",-~ RESIDING AT
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BELeo
Community Credit Union
L getting you tlwre
(I
STATEMENT OF ACCOUNT
Page
1
MAIN OFFICE:
403 N. 2nd Street
P.O. Box B2
Harrisburg, PA 1 71 0 B
3251 1 AT 0.308
1...111...111.....1.1.1.1...1.1...11..1.1.1.1.11....11..1.1..1
BETTY L WOLFE
6 LOUIS LN
ENOLA PA 17025-2125
JOINT OWNERS
STATEMENT PERIOD
From To
lOI PREVIOUS BALANCE ~ ~ SAVINGS 683534
";103 * PREAUTHORIZED AUTO TRANSF 693534
0126 TRANSFER WITHIN SAME ACCO 480121
0126 TRANSFER/OTHER PRIME ACCT 461860 78803
0126 ET FINANCIAL TRANSACTION 461860 480121
0126 TRANSFER/OTHER PRIME ACCT 754250 212072
0131 DIVIDEND 2125 1
THE ANNUAL PERCENTAGE RATE IS 1. 00
THE ANNUAL PERCENTAGE YIELD IS 1. 00
THE ANNUAL PERCENTAGE YIELD EARNED IS 1. 00
1.00 070101 070131 1.00 D 5997.02
0131 NEW BALANCE 212581
0101 PREVIOUS BALANCE S2 ~ HOLIDAY ~ 30049
0103 * PREAUTHORIZED AUTO TRANSF 10000 40049
0131 DIVIDEND 33 40082
THE ANNUAL PERCENTAGE RATE IS 1. 00
THE ANNUAL PERCENTAGE YIELD IS 1. 00
THE ANNUAL PERCENTAGE YIELD EARNED IS 0.99
0.99 070101 070131 1. 00 D 394.03
0131 NEW BALANCE 40082
0101 PREVIOUS BALANCE S4 ~ CHECKING 113501
0103 * PREAUTHORIZED AUTO TRANSF 754250 -80000 33501
0108 PAYMENT VIA OFFICE/MAIL 20000 53501
0202 * DIRECT DEPOSIT 3031036030 86 00 139901
us TREASURY 303 SOC SEC
0131 NEW BALANCE 139901
**CONTINUED**
TOTAL DIVIDEND YEAR- TO-DATE
for all savings except IRA.
Dividends shown, if $1 0 or over, wUl be
~orted to the Internal Revenue Service
for this calendar year. .
TOTAL FINANCE CHARGE YEAR- TO-DATE
for all loans .
NOTICE: See reverse side for important information.
0619183
BELCO
.
rI
STATEMENT OF ACCOUNT
Page
2
Community Credit Union
L getting you there
MAIN OFFICE:
403 N. 2nd Street
P.O. Box 82
Harrisburg, PA 1 71 08
JOINT OWNERS
BETTY L WOLFE
STATEMENT PERIOD
From To
0101
0126
0131
VISA LOAN BEGINNING BALANCE
TRANSFER WITHIN SAME ACCO
NEW BALANCE-PERIODIC RATE.030109% (RATE
>> ANNUAL PERCENTAGE RATE 10.990% <<
******* CREDIT LINE SUMMARY ********
** CREDIT LINE 0.00 CREDIT
213413
00
00
0.00
TOTAL DIVIDEND YEAR- TO-DATE
for all savings except IRA.
Dividends shown, if $1 0 Dr over, will be
reported to the Internal Revenue Service
for this calendar year.
5.42
TOTAL FINANCE CHARGE YEAR- TO-DATE
for all loans .
0.00
NOTICE: See reverse side for inportant infonnation.
0619184
BELeo
Community Credft Union
L getting you there
II
STATEMENT OF ACCOUNT
Page
2
MAIN OFFICE:
403 N. 2nd Street
P.O. Box B2
Harrisburg. PA 1 71 0 B
JOINT OWNERS
BETTY L WOLFE
STATEMENT PERIOD
From To
1201 PREVIOUS BALANCE ~ ~ SAVINGS 672955
1203 * PREAUTHORIZED AUTO TRANSF 682955
1231 DIVIDEND 683534
THE ANNUAL PERCENTAGE RATE IS 1. 00
THE ANNUAL PERCENTAGE YIELD IS 1. 00
THE ANNUAL PERCENTAGE YIELD EARNED IS 1. 00
1.00 061201 061231 1. 00 D 6823.09
1231 NEW BALANCE 683534
1201 PREVIOUS BALANCE ~ ~ HOLIDAY ~ 20024
1203 * PREAUTHORIZED AUTO TRANSF 10000 30024
1231 DIVIDEND 25 30049
THE ANNUAL PERCENTAGE RATE IS 1. 00
THE ANNUAL PERCENTAGE YIELD IS 1. 00
THE ANNUAL PERCENTAGE YIELD EARNED IS 1. 01
1. 01 061201 061231 1.00 D 293.78
1231 NEW BALANCE 30049
1201 PREVIOUS >>ALANCE ~ ~ CHECKING 97101
1203 * PREAUTHORIZED AUTO TRANSF 754250 -80000 17101
1214 PAYMENT VIA OFFICE/MAIL 20000 37101
1219 BELCO@NET TRANSFER -10000 27101
HTHLY PAYH'T
0103 * DIRECT DEPOSIT 3031036030 86 00 113501
us TREASURY 303 sac SEC
1231 NEW BALANCE 113501
TOTAL DIVIDEND YEAR- TO-DATE
for all savings except IRA.
Dividends shawn. if $1 0 or DYer. will be
reported to the Inumal Revenue Service
far this calendar year.
"INDICATES EFFECTIVE DATE
64.48
TOTAL RNANCE CHARGE YEAR-TO-DATE
far all loans .
259.75
NOTICE: See reverse side far important infonnation.
0701917
BELCO
community Credit Union
L getting you there
II
STATEMENT OF ACCOUNT
Page
2
MAIN OFFICE:
403 N. 2nd Street
P.O. Box B2
Harrisburg, PA 1 71 0 B
BETTY WOLFE
JOINT OWNERS
SANDRA A. OLLEY
STATEMENT PERIOD
From To
0101
0126
VISA LOAN BEGINNING BALANCE
BELCO@NET TRANSFER
8300
276349
268049
0126
0131
MTHLV PAVM'T
TRANSFER/OTHER PRIME ACCT 754240 268049
NEW BALANCE-PERIODIC RATE.035589% (RATE IS ARIABL)
>> ANNUAL PERCENTAGE RATE 12.990% <<
******* CREDIT LINE SUMMARY ********
** CREDIT LINE 0.00 CREDIT A AILABLE
00
00
0.00
TOTAL DIVIDEND YEAR- TO-DATE
for all savings except IRA.
Dividends shown, if $1 0 or over, will be
reported to the Intimal Revenue Service
for this calendar year.
*INnU:ATES fFFFCTIVf DATE
0.09
TOTAL FINANCE CHARGE YEAR- TO-DATE
for all loans.
0.00
NOTICE: See reverse side for important information.
0619187
~!~2n (I
L getting you there
STATEMENT OF ACCOUNT
Page
1
MAIN OFFICE:
403 N. 2nd Street
P.O. Box 82
Harrisburg. PA 1 71 08
3252 1 AT 0.308
1...111...111.....1.1.1.1...1.1...11..1.1.1.1.11....11..1.1..1
BETTY WOLFE
6 LOUIS LN
ENOLA PA 17025-2125
JOINT OWNERS
SANDRA A. OLLEY
STATEMENT PERIOD
From To
0101
0103 *
0103 *
0105
PREVIOUS BALANCE S4 ~ CHECKING
PREAUTHORIZED AUTO TRANSF 754240
PREAUTHORIZED AUTO TRANSF 461860
ACH DRAFT 1734
60000
-43004
-10000
79946
139946
96942
86942
*
CHASE CHECK PYHT-
TRACE # 021000027665881
DRAFT PAID 1735
ACH DRAFT 1732
CAPITAL ONE ARC CHECK PYHT-
TRACE # 051405511972629
DRAFT PAID
DRAFT PAID
PREAUTHORIZED AUTO TRANSF
DRAFT PAID
BELCO@NET MBR TO MBR
TO PAY BILLS
TRANSFER WITHIN SAME ACCO
NEW BALANCE
-12606
-6000
74336
68336
0105
0108
0108
0112
0112
0116
0126
1731
1736
461860
1733
461860
-4032
-5760
30 00
-4782
-80000
64304
58544
885 4
83762
3762
0126
0131
-3762
00
00
________________________ CLEARED DRAF SUMMA Y -------
1731 **** 1733 **** 1735 1736
------------------------------------------------------
**CONTINUED**
TOTAL DIVIDEND YEAR - TO-DATE
for all savings except IRA.
Dividends shown. if $1 0 Dr over. will be
reported to the Internal Revenue Service
for this calendar vear.
TOTAL FINANCE CHARGE YEAR-TO-DATE
for all loans .
NOTICE: See reverse side for inportant information.
0619186
.1..nl"AT~(! ~~~~"TI\I~ nAT~
!~~~2n .
L getting you there
STATEMENT OF ACCOUNT
Page
1
MAIN OFFICE:
403 N. 2nd Stnlet
P.O. Box 82
Harrisburg. PA 17108
4675 1 AT 0.308
1...111...111.....1.1.1.1...1.1...11..1.1.1.1.11....11..1.1..1
BETTY WOLFE
6 LOUIS LN
ENOLA PA 17025-2125
JOINT OWNERS
SANDRA A. OLLEY
STATEMENT PERIOD
From To
0201
0228
PREVIOUS BALANCE ~ ~ SAVINGS
NEW BALANCE CLOSED: 012607
00
00
TOTAL DIVIDEND YEAR- TO-DATE
for all savings except IRA.
Dividends shown. if $ t 0 or over. will be
reported to the Internal Revenue Service
for this calendar vear.
*INDICATES EFFECTIVE DATE
0.09
TOTAL FINANCE CHARGE YEAR-TO-DATE
for all loans .
0.00
NOTICE: See reverse side for important information.
0604675
t:lEV-1511 5.X+ (12-99).
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF
Betty L Wolfe
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
FUNERAL EXPENSES:
Openning Grave
Vault
Head Stone
Casket
Death Certificates
Newspaper, Clergy, Organist, Sexton, Flowers
Professional Services, Equipment, Automotive
1.
2
3
4
5
6
7
B. ADMINISTRATIVE COSTS:
1 . Personal Representative's Commissions
Name of Personal Representative(s)
DESCRIPTION
AMOUNT
Rolling Green Memorial Cemetary
Richardsons Funeral Home
Rolling Green Memorial Cemetary
Richardsons Funeral Home
Richardsons Funeral Home
Richardsons Funeral Home
Richardsons Funeral Home
1,195.00
695.00
1,671.00
1,197.00
150.00
729.00
3,190.00
Street Address
Social Security Number(s)/EIN Number of Personal Representative(s)
City
Year(s) Commission Paid:
2. Attorney Fees
,State
Zip
Claimant
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Street Address
City
Relationship of Claimant to Decedent
4.
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
State
Zip
99.00
8,926.00
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of wills
One Courthouse Square
Carlisled PA 17013
/- 1ff3'?f-tn1-o37/
Recetpt Date:
Recelpt Time:
Receipt No.:
1/26/2007
13:44:30
1047131
WOLFE BETTY L
Estate File No. :
Paid By Remarks:
2007-00088
OLLEY SANDRA A
AJW
------------------------
Receipt Distribution ------------------------
Payment Amount Payee Name
-
Fee/Tax Description
PETITION LTRS TEST
WILL
SHORT CERTIFICATE
JCP FEE
AUTOMATION FEE
Check# 2612
Total Received.........
45.00
15.00
24.00
10.00
5.00
----------------
$99.00
$99.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
CUMBERLAND COUNTY GENERAL FUN
--...~
ROLLIHG GREEH CEtETERV
1811 CARLISLE ROAD
C~ 17011
0u6911572
TERHIIIAL 10: '~:001611996
t{RCHAHT II:
~~'287590006014 ~f.? 91/98
SALE INVOICE: 947m
BAlCH: 800047 TIll:: 15:32
DAlE: JAM 22, 87" AUTH HO: 624659
SQ: 082
TOTAL
$1195.99
ROLLING GREEN CEMETERY COMPANY
1811 CARLISLE RD
CAMP HILL, PA 17011
'717 -761.,4055
DATE
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ROWNG GREEN CEMETERY
1111 CAIUU" · CAMP II1II" fA non . 1717) 761-4l1li
N2 803806
THIS AGREEMENT PROVIDES FOR ENDOWMENT CARE
CEMETERY INTERMENT RIGHTS, MERCHANDISE AND SERVICES PURCHASEJSECURITY AGREEMENT
Date: f-~..:l.. 0'1
624 No.
I ()l lP64
The under.lgned, referred to as "Purcha.er", hereby agrees to purcha.e the Interment Rights, Merchandise and Services de.cribed
herein, .ubject to acceptanc and approval of the above named cemetery, hereinafter referred to a. "Seller".
PURCHASE TELEPHONE: '7 1'1- 7_ '{:J -NO 1f.e,
ADDRESS
.....
ZIp
Description of Interment Rights:
Issue Certificate of Interment Rights to:
Address.
INTERMENT RIGHTS MERCHANDISE AND SERVICES
Interment Rights (including Endowment Care of$ - ) 5
................................................................... 00
Interment Fees .... .......... ....... ....... ............. ......................... .......... ............. .................................................................... I I 'is
MemorialiZ\tion - Type ............................
Size Design -
...........................
Memorial Base - Type ............................ -
Size Color ...........................
Memorial Endowment Care of .................................................................................................................................. -
Memoriallnstallation/Inspection Fee ................................. .... ... ................................................................................ -
Outer Burial Container - Material ............................ "-
Model Supplier ...........................
Cremation Charge ...... ................................ ............................. .............................................. ....................................... -
Urn - Type Size ........................... -
F1owerVase-Type ............................ -
Nameplate..................................................................................................................................................................... --
Lettering -
.......................................................................................................................................................................
Other --
...........................
Other -
............................
Sales Tax r
..................................................................................................................................................................... J!-o
TOTAL CASH PRICE ............................................................................................................................ -It CJf"
LESS: ......~...v..,~";;;.~...........................................
Down Payment Cash $ } }0 ?'.60
Other Credit - 0 -
................................................................................................
Total Down Payment ............................................................................................................................. 5< It fs, 0--' >
UNPAID BALANCE OF CASH PRICE $" -0 -
.............................................................................................
REMARKS:
~
--
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.....
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TERMS-CASH SALE
The Total Cash Price is due and payable as of the date of this Agreement. A delinquency charge of - percent will be
assessed monthly on any balance not paid within 30 days of the date of this Agreement. If less than full payment is received, Seller
shall deduct the accrued delinquency charge from the amount received, and credit the remainder of the payment received to the
Unpaid Balance.
SECURITY INTEREST: Seller (or its assigns) will have a .ecurity interest in the Interment Rights and Merchandise being
purchased as described above. Seller will retain title to said Interment Rights and Merchandise until the Total Cash Price,
together with any delinquency charges thereon have been paid by Purchaser to Seller.
Purchaser agrees that all rights conveyed under this Agreement are subject to, and Purchaser agrees to at all times comply with,
the present (and as may be hereafter adopted amended or altered) Rules, Regulations and Bylaws of Seller, which are available
for examination in Seller's office.
NOTICE: BY SIGNING THIS AGREEMENT, PURCHASER IS AGREEING THAT ANY CLAIM PURCHASER MAY HAVE
AGAINST THE SELLER SHALL BE RESOLVED BY ARBITRATION AND PURCHASER IS GIVING UP HISIHER RIGHT TO A
COURT OR JURY TRIAL AS WELL AS IUSIHER RIGHT OF APPEAL.
Signed this Z. 'L. day of 5 fTl.I Nh..~ , 20~
ikPurchas~ ,,4/.,..~ ~~AccePtedb'.
,^D ~qt /tf - ~G/ -.5 0,/& Coonselo
~ RelatlouJalp
SCI PENNSYt VANIA FUNERAL SERVICES, INC.
dba ROlliNG GREEN CEMETBlY
1111 c:AIUI&I Ill. . CNI# II1II. 'A IJOII
NOTICE: SEE OTHER SIDE FOR ADDmONAL TERMS AND CONDITIONS WHI
-61
FORM 220PA. REV (04104)
WHITE - CEMETERY COPY YE1l.QW - APPROVED CUSTOMER COPY PINK - CUSTOMER COpy
lOLLING GREEN CEMETtilY
tiU '~Il.e lID. · CAMP...... M IJlII · \1I1}761-4U6
:,J~ 803873
THIS AGREEMENT PROVIDES FOR ENDOWMENT CARE
CEMETERY INTERMENT RIGHTS, MERCHANDISE AND SERVICES PURCHASE/SECURITY AGREEMENT
Date:':!,. '-~ lr' . n L-- 624 No. I \)'1 CD t,' I
The undersigned, referred to as "Purchaser", hereby agrees to purchase the Interment Rights, Merchandise and Services described
herein, subject to acceptance and approval of the above named cemetery, hereinafter referred to as "Seller".
PURCHASER ~_,C\ I-A- ~ r>.- ~\
ADDRESS (, \. '<I'" ~. (. r'\~ _
Street
Name of Deceased-[~t' \--\ ~. I \ _ '
- 'c
Description of Interment Rights: ~~ -
Issue Certificate of Interment Rights to:
Address
D\ \r~ I
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TELEPHONE: I' .' ,,"\ .-J..' {, () Ie
State
Zip
Street
City
State
Zip
INTERMENT RIGHTS. MERCHANDISE AND SERVICES
Interment Rights (including Endowment Care of$ -' ) ................................................................... $
Interment Fees .............. ........ ........ ......... ............. .......... ....... .......... .......... ........ ... ....... ....... ........ ............ .................. .....
Memorialization - Type C:< p, f \ l . ~ '0' .~ ('~ ............................
Size .-{ L\. y.. \ ~). , Design ...........................
Memorial Base - Type ( -;. f ;,... r"\ \ -\ 'c. ............................
Size (ell X I,lo Color ...s\ c< \.c. ...........................
Memorial Endowment Care of ..................................................................................................................................
Memorial InstallationlInspection Fee ............... .................... ................ .................. ...... .......... ...... .............................
Outer Burial Container - Material ............................
.,~ -, 'J.
'-'""\ ".t"."
,^,...J -'. _ ''''' ,
l-~' C)
\ ..... [;'0
t dO
to :lL.~ .. C6
Model Supplier ...........................
Cremation Charge ........................................................................................................................................................
Urn - Type Size ...........................
Flower Vase- Type ............................
Nameplate ............................................................................................................................... ......................................
Lettering..... ...................... ...... .1"-.,. ......... ........ ......... ..................... ....... .......... ...... ....... ........... ...... .... ............................
Other f~ r:./ f" .c,,";, \ ,,,,,- .,0\ .\ ... '-=- ...........................
Other
q ~~ (:;0
Sales Tax ................ ........ .......... ..................... ........ ...... ... ..... ...... ... ........ ......... ........ ...... ........ ......... ........... ........ ....... ......
TOTALCASHPRICE............................................................................................................................ \~ ~'\ \ .00
LESS:
..~, CII'H ,o'lll.o,r"", $ II '\ I .,OOOD
Down Payment Cash .~t.:J...........y..............::>.!...c..t..,;..~J.................................. ~
. fJ{ichardson guneralrJ{ome, &nc.
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED
Chargts are only for those items that you selected or that are required. If we are required by law or by a cemetery or crematory to use any items, we will
explain in writing below.
If you selected a funeral that may require embalming, such as a funeral with viewing, you may have to pay for embalming. You do not have to pay for embalming
you did not approve if y~lected arrangements such as a direct cremation or immediate burial. If we charged for embalming, we will explain why below.
For the Service of e #7 L.. ..?t.... D , ~ f!'> Date of Death / / 2 C'~/ .2. 0 0 ~7
Charge to: ,_S"uAr::I/C4.. ~. ~./~~ (;;.L '(,1" ~I ,,~"! ~_.~.. ..e-A'iJ ~ fi /7<4.;z j-
Name ddress Cuy State
A. CHARGE FOR SERVICES SELECTED: Other clothing
1. PROFESSIONAL SERVICES
Services of Funeral Director/Staff. . .. S_
Embalming ...................... S_
Other preparation of body -
...............................S_
SUB.TOTAL OF PROFESSIONAL SERViCES......... Al S_
2. FACILITIES AND SERVICES
Use of facilities and services for
viewing (Visitation/Wake)......... S_
Use of facilities and services
for funeral ceremony . . . . . . . . . . .. S_
Use of facilities and services for
Memorial Service ............... S_
Use of equipment and services
for graveside service............. S_
Other use of facilities
...............................S_
SUB.TOTAL OF FACILlTIES/EQUlPMENT........... A2 S_
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home.
Local. . . . . . . . . . . . . . . . . . . . . . . . . . . S_
Hearse (Casket Coach)
Local........ ............... .... S_
Limousine
,Local........................... S~
Family car
Local........................... S_
Flower car or floral disposition
Local........................... S_
Lead car/clergy car
Local........................... S_
Car for pallbearers
Local........................... S_
An. ^, .,.'\'t'..,,.. tMnennrt~tinn I
29 SOUTH ENOLA DRIVE
ENOLA, PA 17025;:/. 730
(717) 732"()587 0 -I . I
MICHAEL G. MUR AY
SUPERVISOR
S_
S_
Cremation urn . . . . . . . . . . . . . . . . . .. S_
(Description)
,)
,
OTHER S_
S_
S_
TOTAL MERCHANDISE SELECTED.................. B S_
C. SPECIAL CHARGES:
Forwarding of remains to
S_
<AEuJ1!:ra,1 Home)
Receivipg of remainS from
S_
(Funeral Home)
Immediate Burial. . . . . . . . . . . . . . . .. S_
Direct Cremation. . . . . . . . . . . . . . . .. S_
S_
SUB.TOTAL OF SPECIAL CHARGES................ C S_
D. CASH ADVANCED
. /.
Opening Grave .................. S_
Cemetery Equipment. . . . . . . . . . . . .. S_
Lot and Deed.... ............. ... S_
Newspaper Notices-Local......... S~. c, ..,
Newspaper Notices-Out.of-town. . .. S_
Telephone & Telegrams........... S_
Airfare......................... S_
Clergy/Mass Offering.............. ~II)C. (',i ~
Pallbearers. . . . . . . . . . . . . . . . . . . . .. S_
o Certified Copies of the Death . .
Certificate.. . .. .. .. .. . .. . . .. . ... S/ ')C ..;J '"
Police Escort. . . . . . . . . . . . . . . . . . .. S_
Flowers ........................ s,~ ~.I...'
Vault Service Charge. . . . . . . . . . . . .. S_
S_
S~O;:i""
S/"." . C;i....
S_
S_
(0'"7 ' ,.)
, ,,'''' ;r
6.'()v.2;(....<I)
:/'~' .,. . I"-
,-"",.tl{_t' b <'1
tREV-1512 E~ (12-03) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
ESTATE OF
Betty L Wolfe
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
BJ's Joint Credit Card 5417127210349046 $3,685.61 1,842.80
Discover Joint Credit Card 6011002697502011 $3,830.44 1,915.22
Chase Joint Credit Card 5188635200652788 $2,993.29 1,496.64
Lowes Joint Credit Card 82220390715769 $847.63 423.82
Bank of America Joint Credit Card 4888607008985351 $2,591.55 1,295.78
Belco Joint Visa Credit Card 754250 Visa $2,680.49 1,340.24
Belco Personal Credit Card 754240 Visa 2,134.13
GM Personal Credit Card 5437000416403121 388.90
Zion Luthern Church (as stated in her will) 1,000.00
2
3
4
5
6
7
8
9
11,837.53
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
.
.
~
Oponing/Closing Date:
Payment Due Date:
Minimum Payment Due:
01/15/07 - 02114/07
03111/07
$99.00
MASTERCARD ACCOUNT SUMMARY Account Number: 5417 1'272 10349046
Previous Balance $3,723.91 Total Credit Line $5,800
Payment, Credits -$101.00 Available Credit $2,114
Finance Charges __...+$Q2.IO . Cash Access Line $5,800
New Balance ( $3,685.61' ";,Available for Cash $2,114
-~_..-----
L~ . J.U./ 0 '7
pL" 1.A-- 'G.Lllc
y 0.J!.~ OJ-
CUSTOMER SERVICE
In U.S. 1-800-224-2984
Espanol 1-888-446-3308
TDD 1-800-955-8060
Pay by phone 1-800-436-7958
Outside U.S. call collect
1-302-594-8200
ACCOUNT INQUIRIES
P.O. Box 15298
Wilmington, DE 19850-5298
PAYMENT ADDRESS
PO. Box 15153
Wilmington, DE 19886-5153
VISIT US AT:
www.chase.comlcreditcards
Earn up to $500 every year
redeemable at BJ's.
e.4~~e.lJ~I<S.B~WARPS ~!JMMARY._______.._.____
Previous rewards balance $13.05
Rewards earned on partner purchases at 1.5% $0.00' ,
Remaining balance $13.05
Total earned this year $0.00
TRANSACTIONS
Trans
Date Reference Number Merchant Name or Transaction Description
Amount
Credit Debit
01/27 10270270206044207352114 Payment Thank You Electronic Chk
$101.00
FINANCE CHARGES
Category
Purchases
Cash advances
Daily Periodic Rate Corresp.
31 days in cycle APR
.05477% 19.99%
.05477% 19.99%
Average Daily Balance
$3,692.45
$0.00
Finance Charge
Due To
Periodic Rate
$62.70
$0.00
Total finance charges
Transaction Accumulated
Fee Fin Charge
$0.00 $0.00
$0.00 $0.00
FINANCE
CHARGES
$62.70
$0.00
$62.70
Effective Annual Percentage Rate (APR): 19.99%
Please see Information About Your Acoount section for balanoe oomputation method, graoe period, and other important information.
The Corresponding APR is the rate of interest you pay when you oarry a balance on any transaotion category.
The Effective APR represents your total finanoe oharges - including transaotion fees
such as cash advanoe and balance transfer fees - expressed as a percentage.
IMPORT ANT NEWS
Enjoy low web rates, special offers and a discount too when
you use your Chase/Hertz disoount code CDP# 374210
at hertz.com.
EXCLUSIVE OFFER! Get all 40 Uncirculated Statehood quarters
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regular prices! Hurry - this offer ends on March 31, 2007!
To order now, go to: LittletonCoin.comlQuarters
Why pay a higher rate with other cards, when you may be
able to consolidate your balances and save on interest at
the same time? Please call the Balance Transfer Hotline at
1-800-945-2014 to see if you qualify today!
X 0000001 FIS33335 C 3
Page 1 of 3
000 N Z 14 07102114
06218 MA MA 14382 04510000030661438201
.,
~
-
-
-
-
==
-
-
iCashback Bonus"
-
!!iii5
iiii Cashbac::k Bonu. Anniversary
Date: July 4
-
-- How Can We Help You?
ii!!ii
... Plea.. haw your Discovw Card available.
- Manage your account online at Discovwcard.com
Customer Service: 1-800.DISCOVER (1-800.347-2683)
latinum Card Account Summary
ar em r since 1986 Closing Date: February 4, 2007 poge 1 of 3
Account Number 6011 002697502011 Previous Balance $3,850.80
Payment Due Date March 3, 2007 Payments And Credits 76.00
Minimum Payment Due $76.00 Purchases 0.00
Credit Limit $13,300.00 Cash Advances 0.00
Credit Available $9,.469.00 Balance Transfers 0.00
Cash Credit Limit $6,700.00 Finance Olar s .64
Cash Credit Available $6,700.00 New Balance $3,830.44
You may be able to avoid Periodic Finance Charges,
reverse side for details. fl ~ I J...; full
Opening Cashback Bonus Balance
New Cashback Bonus Earned
$
+
, , .72
0.00
11.72
0.00
Cashback Bonus Balance
Available 10 Redeem
$
$
For kcount Inquiries, wri!. to us at:
Discover Platinum Card, PO Box 309.43
Salt lake City, UT 84130
TDD !Telecommunications Device for the Dea~:
For assistance, see reverse side.
Transactions
Payments ond Credits
$0 Fraud Uability Guarantee Use y"ur Discover Card with confidence.
Trans. Post
Date Date
Jan 27 Jon 27 PAYMENT. THANK YOU
$
-76.00
Information For You
.
::
U.. your Discovw(R) Card to make a $100 donation to Th. Statue of Liberty-Ellis Island Foundation, Inc. and you can have
the name of someone you care about engraved on The American Immigrant Wall of Honor(R), built to celebrate freedom
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...
0>
...
""
<0
Finance Charge Summary
Balance Tran_ offer for current bUling period: Daily Periodic Rate: 0.013.42%; corresponding ANNUAl PERCENTAGE
RATE: 4.90%. Rate is subject to the terms of the offer including expiration.
Nominal
ANNUAL ANNUAL
PERCENTAGE PERCENTAGE
RATES RATES
Average
Daily
~
current billing period: 31 days
Purchases $3855.70 0.04655% 16.99% F 16.99%
Cash Advances $0 0.06025% 21.99% F 21.99%
The rates that apply to your Account are either Axed (F) or they may vary (V) as noted above.
Daily
Periodic
Rates
Periodic
FINANCE
CHARGES
Transaction
Fee
FINANCE
CHARGES
$55.64
$0
none
$0
It~..
DISC.VEI'
~
~
CHASE 0
Opening/Closing Date:
Payment Due Date:
Minimum Payment Due:
01/05107 - 02104/07
03/01/07
$82.00
MASTERCARD ACCOUNT SUMMARY Account Number: 5188635200652788
Previous Balance
Payment, Credits
Finance Charges
New Balance
$14,700
$11,706
$2,940
$2,940
$3,059.14 Total Credit Line
-$117.95 Available Credit
~~ash Access Line
~ .vailable for Cash
~ i; :~f
CUSTOMER SERVICE
In U.S. 1-800-945-2000
Espanol 1-888-446-3308
TDD 1-800-955-8060
Pay by phone 1-800-436-7958
Outside U.S. call collect
1-302-594-8200
ACCOUNT INQUIRIES
P.O. Box 15298
Wilmington, DE 19850-5298
PAYMENT ADDRESS
P.O. Box 15153
Wilmington, DE 19886-5153
VISIT US AT:
www.chase.comlcreditcards
CHASEJ)EBft;~I~ABP BEWA8.PS ~UMMAB'L.
Previous balance
Rebates earned from purchases
Total remaining rebates
$0.00
-$0.35
-$0.35
For questions about your account please call
Cardmember Services at 1-800-945-2000.
$0.00 rebates to expire on statement date in
With PerfectCard, earn a 3% rebate on eligible gas purchases and a 1% rebate on
all other purchases. Rebates are automatically credited to your account. See
Program terms for details.
TRANSACTIONS
Trans
Date Reference Number
Merchant Name or Transaction Description
Amount
Credit Debit
01/09 55432867009000332284400 BAC-BACK IN THE SADDLE 800-435-3633 CO $34.95
61/27 loifo27020604820735219S-Payment ThanrV ou 'Electronic Ctik----------~--.__.----.--83.00-~ ..-
FINANCE CHARGES
Category
Purchases
Cash advances
Daily Periodic Rate Corresp.
31 days in cycle APR
V .05546% 20.24%
V .06642% 24.24%
Average Daily Balance
$3,029.91
$0.00
Finance Charge
Due To
Periodic Rate
$52.10
$0.00
Total finance charges
Transaction Accumulated
Fee Fin Charge
$0.00 $0.00
$0.00 $0.00
FINANCE
CHARGES
$52.10
$0.00
$52.10
Effective Annual Percentage Rate (APR): 20.24%
Please see Information About Your Account section for balance computation method, grace period, and other important information.
The Corresponding APR is the rate of interest you pay when you carry a balance on any transaction category.
The Effective APR represents your total finance charges - including transaction fees
such as cash advance and balance transfer fees - expressed as a percentage.
IMPORT ANT NEWS
Enjoy low web rates, special offers and a discount too when
you use your Chase/Hertz discount code CDP# 374210
at hertz.com.
Visit www.chase.comlcreditcards to manage
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X 0000001 FIS33335 D 6
000 N Z 04 07/02/04
Page 1 of 3
05686 MA MA 80584 0351 0000060438058401
.. ..
LOWE.S
EIIlng"''' ceI1IIIClI..lD your ~'. 8lore lD rwceIve.. ..-.1 oller.
Ao........' Pi.... _n
1111. bar cado .nd ro1urn
..rtIl_ II> a_r.
For 12 Months
If paid in full within 12 months. IIII111
On all purchases at $299 or more made
on your lowe's Consumer Credit Card
Feb ruary 7 through February 19, 2007. 4 0 0 0 0 1 0 7 1 8 7 8
"ApplieS to a singlMCeipl, in-slore purchase of $299 or more made FeblU8lY 7lhrough FebRJalY 19, 2007 on a Lowe's GonslJller Gred~ eM! accollll No I1IOftif
paymanlll will be required and no finance charges I'otl be assessed on !his prOIOO plllChase K you pay lIleloDowing iI1lull wh 12 months: (1) 1he promo purchas8
amount, alll(2) any ~ optional c:redlt Insuranc:e'debt cancelallon charges. 0 you do not, IlnanCIl charges v.1II be assessed on the promo purcl1ase amount from
1118 datB of pun:hasll and monIh~ JlIlYI1l8~ v.il be required. SIaOOard aa:ountlenns apply 10 non-pnroo pun:has8s. Please S8ll your cr9dil wd aoreefll8lll (as mrd8d)
loryourstlllclarll'larms. Ofter Is subject to credO approval. Excludls Business Credit Accounts an~ Lowl's Prlted Card Accounts.
@ z007 by l1Me~.}JI rights reserved. Lowe~ and the gable design are registered 1rademarks of LF, Lie.
Lowe's Account Statement
Aooount Number: 82220390715769
Account Holder: SANDRA A OLLEY
Billing Date: 01/28/07 Payment Due Date: 02123/07
'1E1~a..:ANCe$IJMMA,FlY
C>
Plan PreviOUS - payments +/- FINANCE + +/- Debt Cancellation, = New Minimum
.bIlL Balanoe & Credits CHARGE rnetl Purchases Insurance & Adlustments Balance Payment
REG $803.11 $0.00 $14.52 $0.00 $46.00
TOTAL: $803.11 $0.00 14.52 $0.00 $46.00
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Tran Date
01/25
01/28
...FJ~~,qI;Ptl'~~~~~~MM~R...
CorresjlondlnU.- ANNUAL Days This FINANCE Balance
PERCENTAGE RATE Billing Period CHARGE..M!!!!!!!!...
21.00% 31 $14.52 2D
15.48% 31 $0.00 2D
Total Periodic FINANCE CHARGE: $14.52
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Plan Tvpe
REG
BIG
Balance Subject To
Finanoe Charqe
$813.95
$0.00
Dally
Periodic Rate
.05754 %
.04242 %
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...CARbl't()I.;PI;~'.flI~~..~I,~~~~~~~~i
.................................-...........-............--....
.......-.............-...................-...-.........-.........'.-,
.........-.........-.-.............-.........-.........---.....,.
.......-.-...........-...............................-.-.......
.....-.-........................-........-...............
.-....-.................................-.......
.....n........_._........,...._....... ..
....--_..........................
............,...-..'.
=
YOUR ACCOUNT HAS 2 PAYMENTS DUE. PLEASE MAIL THE MINIMUM PAYMENT DUE
TODAY. PLEASE DISREGARD IF MINIMUM PAYMENT DUE HAS ALREADY BEEN MADE.
Please Note: When oontacting the Lowe's Credit Center,
you must be listed as an account owner to obtain information
about the aocount. We oannot disclose information to
authorized users or third parties.
Monitor your aocount 2417. Enroll in free eServicing at
www.lowescredit.com and take advantage of the easy way to:
view recent transactions, oheck your balance, update personal
information and much more.
CUSTOMER SERVICE: For account information oaIl1-800-444-1408
NOTICE: PLEASE SEE REVERSE SIDE FOR BilLING RIGHTS AND IMPORTANT INFORMATION.
PAYMENT DUE BY 5 P.M. ON THE DUE DATE. We may convert your payment into an electronic debit. See reverse for details.
7009 0002 9WD
2
7 28 070128
D Page 1 of 2
9294 0010 ""76
24596
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.
Prepared for:
f;'~\
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t.,,}Jf". ...
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f'~;~~
BankOf~erica~
.
I
SANDRA A OLLEY
BEllY L WOLFE
4888 6070 0898 5351
February 2007 Statement
Credit Une: $15,100.00
Cash or Credit Available: $12,508.45
Summary of Transactions
Previous Balance
Payments and Credits
Cash Advances
Purchases and Adjustments
Periodic Rate Finance Charges
Transaction Fee Finance Char
New Balance Total
+.
+
+
$2,621.78
$65.00
$0.00
$0.00
$34.77.
Billing Cycle and Payment Information
Days in Billing Cycle 29
Closing Date 02107/07
Payment Due Date
.c.urr~ntPIlYlTl8l1t.Due
Past Due Amount
Total Minimum
Payment Due
+
03/03/07
$60.00
.$0.00
Posting
Transaction
Date
Reference
Number
Account
Number
Cate 0
Amount
Pa ments and Credits
Finance C./large Schedule. "._. .
Category
Cash Advances
A. Balance Transfers, Checks
B. ATM, Bank
C. Purchases
Annual Percentage Rate for this Billing Period:
(Includes Periodic Rate Finance Charges ,and Transaction Fee Finance Charges.)
. Periodic Rate May Vary
Periodic Rate
Correspondmg Annual
Percentage Rate
Balance Subject to
Finance Charge
0.045863% DL Y .
0.066410% DLY*
0.045863% DLY'
16.74%
24.24%
16.74%
$0.00
$0.00
$2,613.97
16.74%
Important Information About Your Account
DON'T LET UNEXPECTED EVENTS AFFECT YOUR HARD EARNED CREDIT.
TO PROTECT YOUR ACCOUNT, CALL 1-888-668-6938 TODAY.
PAY YOUR BILL QUICKLY WITH THE PAY BY PHONE SERVICE. CALL 1-866-297-9258.
MAKE BUDGETING AND TAX PREPARATION EASIER WITH THE 2006 YEAR-END SUMMARY.
ORDER THIS DETAILED SPENDING SUMMARY FOR $4.95 BY CALLING 1-866-491-1141 TODAY.
II \ GM Card
Account Number
Total Credit limit
Total Cash Advance limit
Available Credit
Available Cash Advance
# Days this Billing Cycle
Page
5437000416403121
$10,000
$10,000
$9,611
$9,611
30
1 of 1
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= Customer Center
- 1-800-947-1000
PO BOX 80082
= Salinas, CA
=== 93912-0082
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Payment Address:
Cardmember Svcs
PO BOX 37281
BALTIMORE MD
21297-3281
Current Payment Due.
"'See reverse side for an explanation of these amounts
- Visit us at www.gmcard.com
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01-01
004082/BM BGA 1
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01/28
01/29
PAYMENT - THANK YOU
$15.00 CR
2012807 A025991241263301
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Previous Balance _ Payments and Other CredIts + Purchases, Cash Advances, + Finance Charges I = New Balance
Fees and Other Debits
$397.59 $1500 $0.00 $6.31 $388.90
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~
Purchases
Cash Advances
Average Daily Daily Periodic Nominal Annual Finance Cash Advance/ !!!m!ID
8alance Rate Percllntaae Rate Charae TIClII::.d.f,,;OOII Ft1dS Percentaae Rate
$395.66 0.05315% 19.40% $6.31 $0.00 19 400%
$0.00 0.00000% 23.65% $0.00 $0.00 0.000%
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'::!!:;"':':i:i:Ul::::::::::Eld!nr:'lii:amuOi!i'::i
Previous Earnings
EarOlngs Received
Additional Earnmgs
Earnings Adjustments
Current Penod Earnings
$13574
$0.00
$0.00
$0.00
$0.00
New Earnings Total
AnOlversary Date
AnOlversary Y -T-D Earnings
lifetime Earnings Redeemed
Expired in February 2007
Expinng in March 2007
Expiring in April 2007
Expiring in May 2007
$0.00
$0.00
$3.88
$1.12
$135.74
11/14/93
$0.00
$0.00
100200 06
STMT16
3
(Please detach and return bottom portIon WIth payment and retam top portion for your records Do not staple or clip your check to the form below.)