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HomeMy WebLinkAbout11-29-07 --.J 15056041114 REV -1500 EX (06-05) OFFICIAL USE ONLY County Code Year File Numbel 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 ~\ D\J) \ \llJJ Date of Birth 188-32-4701 11302006 12141942 Decedent's Last Name Suffix Decedent's First Name MI ZENTZ DIANE W (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Ml Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW W 1 Onglnal Return D D 2. Supplemental Return D D 3. Remainder Return (date of deall; prior to 12-13-82) 5 Federal Estate Tax Return Reqwed D 4. limited Estate D 6 Decedent Died Testate (Attach Copy of Will) D 9. litigation Proceeds Received D D 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 between 12-31-91 and 1-1-95) 8. Total Number of Safe Deposit Boxes 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 BRLZ\N D. WILSON Firm Name (If Applicable) (703)8516584 First line of address REGISTER OF WILLS USE ONL Y r--.:> C~~:l <;':'> --....J r.,,) '-D 679 BELMONT BAY DRIVE City or Post Office State ZIP Code f'Ti -..,.." "",..", ~~,,..-) " "'.) --"j ID'AXU I LED ," -' :J: Second line of address ::u-i Iv \.0 c. ') \:;; WOODBRIDGE VA 22191 ~.-1" SI WOODBRIDGE, VA 22191 DATE 11/16/07 ADDRESS H&R BLOCK, 12357 DILLINGHAM SQ., WOODBRIDGE, VA 22192 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041114 15056041114 --.J \ CArl ~ 15056042115 REV-1500 EX Decedent's Name DIANE W Z ENT Z 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 Property (Schedule E) . . . . 6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. . 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) DSeparate Billing Requested. 8 Total Gross Assets (total Lines 1-7). . Decedent's Social Security Numller 188-32-4701 1. NONE 2. NONE 3. NONE 4. NONE 5. 6. NONE 7. 8. 9. 10. 11. . . 12. 13. 14. 9703.00 34996.00 44699.00 11642.00 9. Funeral Expenses & Administrative Costs (Schedule H) . . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . 11 Total Deductions (total Lines 9 & 10). 12 Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . 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 .0 ~ 17. Amount of Line 14 taxable at sibling rate X . 12 18. Amount of Line 14 taxable at collateral rate X . 15 4793.00 16435.00 2826ci.00 0.00 28264.00 15. 0.00 28264.00 16. 1272.00 17. 0.00 18. 0.00 ........... . 19. 1272.00 19 TAX DUE 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042115 D 15056042115 ~ bUle "A F'oge 3 188-32-4701 Decedent's Complete Address: DECEDENT'S NAME DIANE W ZENTZ STREET ADDRESS File Number 21-06-1116 DECEDENT'S SOCIAL SECURITY NUMBER 188-32-4701 679 BELMONT BAY DRIVE CITY WOODBRIDGE I STATE VA I ZIP 22191 Tax Payments and Credits: 1 Tax Due (Page 2 Line 19) 2. Credits/Payments A Spousal Poverty Credit B Prior Payments C Discount (1 ) 1272.00 Total Credits ( A + B + C) (2) 0.00 3. Interest/Penalty If applicable D. Interest E. Penalty 000 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) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1272.00 A. Enter the Interest on the tax due. (5A) 1272.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: a letaln the use or Income of the property transferred; . Yes D D D D D D b. retain the right to designate who shall use the property transferred or its income; , , . c. retain a reversionary interest; or . 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? . 4 Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ......... o 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 No ~ o o o 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. S9116 (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. S9116 (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. s9116(a)(12)]. 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 (...5) percent, except as noted In 72 PS. S9116(1.2) [72 P.S. s9116(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. S9116(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, 217 REV-1508 EX+ (6-98) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF DIANE W ZENTZ FILE NUMBER 21-06-1116 Include the proceeds of litigation and the date the proceeds were received by the estate. All orooertv iointlv-owned with riaht of survivorshio must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1 MEMBERS FIRST FCU ACCT NO. 201189--CHECKING ACCOUNT 2 MEMBERS FIRST FCU ACCT NO. 201189--SAVINGS ACCOUNT 3 1999 CHEVROLET CAVALIER VALUE AT DATE OF DEATH 799 5,054 3,850 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 9,703 217 REV~1510 EX+ (6~98) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER DIANE W ZENTZ 2006-01116 DESCRIPTION OF PROPERTY ITEM iNCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST ;F APPLiCABd:', VALUE 1. AMERICAN UNITED LIFE INSURANCE CO PENSION (401 K) 34,996 100.00% 0 34,99(3 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 7 Recaoitulation) $ 34,996 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV~ 1500 COVER SHEET is yes. (If more space is needed, insert additional sheets of the same size) 217 REV-1511 EX + (12-99) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER DIANE W ZENTZ 21-06-1116 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 MALPEZZI FUNERAL HOME 3,814 2. IVY HILL CEMETERY CO. OF ALEXANDRIA 2,746 3. GARDEN BOUQUET, MECHANICSBURG, PA 17055 298 4. FUNERAL REFRESHMENTS, VISAGGIO'S RISTORANTE 1,20U 5 7 COPIES OF DEATH CERTIFICATE VITALCHEK V99-0662968-1 84 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 3 Family Exemption (If decedent's address is not the same as claimant's. attach explanation) Claimant BRIAN D. WILSON Street Address 679 BELMONT BAY DRIVE City WOODBRIDGE State VA Zip 22191 Relationship of Claimant to Decedent SON 3,500 4. Probate Fees 5 Accountant's Fees 6. Tax Return Preparer's Fees 7 TOTAL (Also enter on line 9 Recapitulation $ 11 642 (If more space is needed, insert additional sheets of the same size) REV-1512 EX. (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DIANE W ZENTZ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-06-111 6 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. FREYSINGER PONTIAC, GMC, BUICK, INC REPAIRS ON CHEVROLET CAVALIER 1,783 2. FINAL VERIZON PHONE BILL 27 3. COMCAST COMMUNICATIONS FINAL BILL 48 4 NATIONAL WATER AND POWER FINAL BILL 49 5. AXA EQUITABLE LOAN AND INTEREST 2,886 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4,793 Send Inquires to: 5000 Louise Drive PO Box 40 Mechanicsburg, PA 17055 www.members1st.org b\ f\ N E \tJ :2-EN Tz3tatement of Accounts '\ '8 <3 -"3 a - 4-tD l Nov 25, 2006 thru Dec 24, 2006 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 Account Number: Account Balances at a Checking: Savings: Certificates: Loans: Money Management: MEMBERS 1st FEDERAL CREDIT UNION 35869 1 ME 0.326 71737-35869 1..1.1'11.1"1111.1.....11.1.1..1111.1..11.1..1"111.1..1...11 DIANE W ZENTZ c/o BRIAN WILSON 679 BELMONT BAY DRIVE WOODBRIDGE VA 22191 *- iiiiiiOii .....= - N_ - ""- .;.- - .....= - * Page: Reminder - 10991NT's are not included with your December statement. Please read the enclosed insert for additional information. S"~ -[ =!J + #. d-- 201189 Glance: 0.00 0.00 0.00 0.00 0.00 1 of 2 CHECKING ACCOUNTS 11 - CHECKING Transaction Description Balance Forward Check 001154 Tracer 1128012137 Check 001153 Tracer 1129001762 Check 001152 Tracer 1201014023 Che.ck 001149 Tracer 1201014022 he 1155 Tracer 1204005064 Deposit Transfer rom are Withdrawal Transfer To Share 00 CHECKlNGC/osed *"""Thisisthe final statement pf'eSenting1riformation on this pr()cjpct~"""f ""*" Please retain this final statement fl;rtaxreporting purposes~ ~;....: t".. .. ~t ',' ; ~ECK SUMMARY ~ 4bYL ~Check'# p [:001.154 .E ~. · 001155 Additions Subtractions I 100.00- 56. 14- 19.91- 97.80- 2- 1,467.20- 668.42 Check # Amount Date 001149 97.80 Dec 01 ~ 001152* 19.91 Dec 01 " o 001153 56.14 Nov 29 j' . ""AsterisknexUo numberindicates skip in numtJrr sequen~ '..5Checks Cleared for 392.57 ~. l o Amount 100.00 118.72 d G ~ 1" SAVINGS.. ACCOUNTS ~~ "l;l:" "~r:l."r"~'1i~:~' 4k,+'if !1>r''7~ . Wl'''''& ~'"f't:r' ii~' a ~~\:~,!yjt~,~__.t7~, J;1 00 -REGULAR SAVINGS (,.'I~tF;I)ri' t> ;;_'f-_~\:"iJ:: Date Transaction Description Additions Nov25 Balance Forward Nov e osit Dividend 1.000010 4. 13 Annualpercentage Yield Eamed 1. l) 'Om 11/01/2006/hrough 11/30/2006 Dec 08 Deposit ACH FREYSINGER PONTI ,,693.42 TYPE: PAYROLL 10: 1231491072 DATA: PAYROLL DIRECT DEPOS Dee 08 Withdrawal Transfer To Share 11 Dec 15 Deposit Transfer From Share 11 1,467.20 Balance 1,191.35 1,091.35 1,035.21 1,015.30 917.50 798.78 1,467. 0.00 Date Nov 28 Dee 04 668.42- - - - Continued on following page - - - 5,747.88 5,079.46 6,546.66 ~1.st MEMBERS 1" fEDElI."LCR.FDrrUNlO~ 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 71738-35869 Nov 25, 2006 thru Dee 24 2006 Account Number: 201189 Page: 2 of 2 >l- N_ N - 0>_ -1:0- ......- - >I- Date Transaction Descri tion Dec 15 Withdrawal by Check Dee 15 Deposit Dividend Annual Percentage Yield Eamed 1.()()(J% from 12/01/2006 through 12/14/2006 Dec 15 Withdrawal by Check REGULAR SA V/NGS Closed H"This is the final statement presenting information on this productH" H" Please retain this final statement for tax reporting purposes H" b I AN 'E. \jJ . l.-t: N l2.. \<68- sa - L\ 1-0 Additions Subtractions 3,814.20- Balance 2,732.46 2,734.40 1.94 2,734.40_ 0.00 YTD SUMMARIES TOTAL DIVIDENDS PAID 00 REGULAR SAVINGS 11 CHECKING 18.09 0.00 Total Year To Date Dividends Paid NOTE: Total includes closed shares 18.09 Add Your Photo For Security Kelley Blue Book - Private Party Pricing Report - Chevrolet, Cavalier SeJ-, t, -#3 Kelley Blue Book THE TRUSTED IU:SOUlCE.. ~.. ........._..._...~ ~C'III Page 1 of 4 D lANf Z f:rJTZ J 8Pi-3d.~lf701 advertisement Quick Dealer Price Quote Search Used Car listings lis _.___,' USED CARS -. Home> Used Cars> 1999> Chevrolet> Cavalier> Z24 Convertible 2D > Equipment COMPARE CARS REVIEWS &, RATINGS CLASSIFlEDS FlNANel 1999 Chevrolet Cavalier Z24 Convertible 20 Trade-In Value Private Party Value Suggested Retail Value Photo Gallery Compare Vehicles ,.jHU! Revievv Consumer Ratings Find Your Next Car Specifications ~ Shopping Tools Free CARFAX Record Check Auto Loan fmm 6.65% APR Compare Insurance Rates Payment Calculator Extended Wan'anty Quote Print For Sale Sign 8tH' A USED CAR on Blue Book Classifiedsn" 130 Miles or less 1iI ZIP Code 117050 To View Ads, Click SHt YOUR USED CAR on Blue Book C1assifieds "., Reach millions of shoppers on kbb,corn, Cars.com, and other populal. sites, BLUE BOOKs, PRIVATE PARTY VALUE, Condition Value Excellent $4,735 Good $4,285 L ....."....,"~.,_....,..-" ...~",. 1 Fair $3,700 More Photos NEXT STEPS: Search Local Listings Sell Your Convertible Average Consumer Rating (275 Reviews) Read Reviews 4.1 out of 5 Review This Vehicle Vehicle Highlights Mileage: Engine: 103,000 4-Cyl. 2.4 Liter http:/ /www,kbb,com/KBB/U sedCars/PricingReport.aspx?trid=20&ManufacturerId=9&Ds.,. 11/16/2007 ~f Kelley Blue Book - Private Party Pricing Report - Chevrolet, Cavalier DIANE ZENTz.. mID THE RIGHT (AR Compare Used vs. New .it lUnder' $5,000 jConvertible To View List( Click mw ANOTHER VEHICLE i Seiect Year, ~ Or Search by Category Or Change ZIP Code Transmission: Drivetrain: Automatic FWD Selected Equipment Change Equipment Standard Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Control AM/FM Stereo Cassette Dual Front Air Bags ABS (4-Wheel) Alloy Wheels Blue Book Private Party Value Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty), The final sale price may vary depending on the vehicle's actual condition and local market conditions, This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Vehicle Condition Ratings Check Vehicle Title History Excellent $4,735 "Excel:enC! condiUon rneans that the vehicle looks new: is in excellent r-nechanical ce;nd\tion and needs no rec.onditioning. This vehic\c has never ;,ad any paint or' body work and is fr'ee of rust, The vehicle has a clean title history and wi!! oass a smog and safety inspection, The engine c.ornpartment is clean,- ',-"Jith no flu;d leaks and is free of any WC:2F' or v~sib!e defects. The vehicle aLso has cornpletc: and verifabte sefVlce rec.orDS, 1...f:;SS than 5cy) of aU used vehic.ies fal! lnto tills cateqory, Good $4,285 ':GGod~' condit\on rr)eans that the veh~cle IS free of any 111ajor (jefects. Tr"!is vehicle h2)S 2 clean title history, the paint, body and interior have only innor (if any) blemishes, 2nd there are no mellor mechanical Droblems There should t)e nUle (jr no rust on this vehicle, The tires match and have sut)stantla~ tread \:'Jeaf left. P. l'goodll vehicie wfJj need sorne rec$ndltlor';Jr:9 to tie sold at retaiL f'.-1o~;t consurner owned ver)\cles fa\! Into trllS category, Fair 1:100, $3,700 "Farr" condition means that the vehicie has some mechanical or cosmetic defects and needs servicing but is still in reasonable running conditron. This vehicle has a clean title history, the paint, body and/or interior need work http://www.kbb.com/KBB/U sedCars/PricingReoort.asox?tricl=70& M::1nl ,f'Olf't,w",vT rl-O 9. - ~ Page 2 of 4 /g 8 . 3 d. .tf 70 J Get a Pre 6 65% M Your Cree Get a Fre< a 1"1/1.,-1......;-..,..- Kelley Blue Book - Private Party Pricing Report - Chevrolet, Cavalier D'ANE; 4::AfT?- I ff- 3J."' Y70J Page 3 of 4 performed by a professional. The tires may need to be replaced. There may be some repairable rust damage. Poor N/A cond!['ion fTicans that tr-iC vehic~e has sr:;~vere rnechan!caf ~1nd/or cosmetic defect.s and is in poor running condition, The vehicle may have prcb!erns that cannot: be readHy fixed such a::. ~:i darnaged rran'1E: or a rusteci-thr'Gugh bod\!. /j.. vehicle v-Jith a branded title (sF.l!vagcr food, etc.) or unsubstant.iaretJ nlt!c3gc IS cons~de(ed '\poor." (l, vehicle in poor c.ondition Tay require an independent appraisal to deterrnine its value. Keliey Biue Book does not attempt to report a value on a "poorll vehic~f:: because the vaiue of cars in thiS category varies greatly. '" Pennsylvania 11/16/2007 NEXT STEPS: Search Local Listings Sell Your Convertible Condition Quiz Results Calculated Rating: Fair Change Condition Exterior Condition Paint and body Dents, dings or chips Paint or body work Less than $3000 frame or unibody Unaltered Glass, lights, lenses No defects Rust None Interior Condition Upholstery and carpet Stained/faded/worn Odor (smoke/mold...) Some Locks/radio/NAV... Repairs needed Mechanical Condition Engine/transmission No noises, no leaks http://www.kbb.com/KB B/U sed Cars/Pri cingReport. aspx?trid=2 O&Manufacturer I d=9& ns_ 11 /l hnnn7 Kelley Blue Book - Private Party Pricing Report - Chevrolet, Cavalier ] fANt ZENTZ Page 4 of 4 j~8" -3~- Y70J Steeri n9 / suspension Trouble-free/stock AC/heater Fully functional Brakes Need replacing Tires Newer, all matching Miscellaneous Title - "Pink Slip" Clean title Emissions test Passed Maintenance records None available @ 2007 Kelley Blue Book Co., lne. All rigilts reserved. Sep-Dec 2007 Edition. The specific information required to determine the vaiue for this particular vehicle was supplied Loy the person generating this report. Vehicle valuations are opinions and may vary from vehicie to vehicle. Actual valuations will vary based upon market conditions, specifications, vehicle condition or other particular circumstances pertinent to this particuiar vehicie or the transaction or ti7e parties to the transaction. This report is intended for the individual use of the person generating this report only and shal! not be sold or transmitted to another party. Kelley Blue Book assumes no responsibility for errors or omissions. (v.07114) Email This Page RSS f'/!e(.1id C~ef1Ler- i\'.-:1ven::sinc.: Privacy Policy Copyright & Trademarks (C) 1995"2007 Kelley Blue Book Co., Inc. http://www.kbb.comJKBB/UsedCars/PricingReport.aspx?trid=20&ManufacturerId=9&os... 11 II f)/)007 American United Life Insurance Company'" One American Square, P.O. Box 368 Indianapolis, IN 46206-0368 S'chQ-#( D \ A Nt. \N. L6t-JT2- (' ('" '. Check Number ~i:) N. ,~g -~~- ...1-0\ 2376417 a OneAmericlf financial partner 2376417 OM36310577 WILSON 01102107 CDW AUl 1301 PCJ OMN MA 12/2912006 SSN I ***-**-4122 2510000001 30,096.15 AMOUNT WITHDRAWN FEDERAL INCOME TAX WITHHELD STATE INCOME TAX WITHHELD THE STATE TAX WITHHELD WILL G34292 34,995.52 3,499.55 1,399.82 GRP PENS O/S DISBURS iI @ 1 CHECK>AMT ****30,096.15 Please Detach Before Depositing Sch I -# ( 153 374601 Di ANt \N, 2_tNTL 5$ N'# I 83 - 3-1 - L.\- -q.-O 1 FREYSINGER PONTIAC, GMC, BUICK, INC 6251 CARLISLE PIKE MECHANICSBURG, PA 17050 (717) 766-8422 * DIAL P-O-N-T-I-A-C INVOICE 17050 BUS:717-766-8422 PAGE 1 .......AG CHG 04DE 06 O-DED. $30-RENTAL TOTAL **************************************************** II. Goodwrench "'(1 Parts _srr ~~~~~~9cn 9~ ,,4~ SeIWiu 7~~ T A TEMEN 0 ISCLAIMER The factory warranty constitutes all of the warranties with respect to the sale of this item/items. The Seller hereby expressly disclaims all warranties either express or implied, including any implied warranty of merchantability or fitness for a particular purpose. Seller neither assumes nor authorizes any other person to assume for it any liability in connection with the sale of this itemrltems. 444.00 1744.88 0.00 0.00 0.00 2188.88 0.00 CUSTOMER SIGNATURE PLEASE PAY THIS AMOUNT f"'TTC!",t"\......~- - - - - I C;~ L #.~ ~' . ven7Ol1 We never stop working for you. DIANE ZENTZ Account Summary Previous Charges Payment Received Nov 16. Thank You. Balance New Charges Verizon (page 3) Verizon Long Distance (page 5) Total New Charges Due Dec 19 Total Due: (past Due + New) Questions about your bill? Call 1 800 660-2215 See page 2 for all other Verizon contact information. Change of billing address? Go to verizon.com/billingaddress or see page 2. $ 30.75 - 30.75 $ .00 $ 26.30 .48 $ 26.78 $ 26.78 Billing Date: 11/22/06 Page 1 of 6 Telephone Number: 717795-0688 Account Number: 717795-0688513 92Y 1)\t\NE W.L"El\1TL s.s N ~ \ <3 ~ .- 3;1 - 1.\ qo I 9& . I & (2) Z2-J rz; nro8 ~^~ ~daq .... Detach & return payment slip with your check, payable to Verizon ---------------------------------------~~-~~~--~~~---~--~------------~--~------------------------,- , 1 I I I ~1*~ @omcast@, TOTAL AMOUNT DUE $47.82 Dt A~E. W. 2.E f\JT2- 1~~-3a-4qc, " .'. ~ ;::~,::;. ~~~- _, _ 0 ~an()' J ACCOUNT NUMBER DATE DUE 09547411345-01-4 12/25/06 .'~'-\:C.;.';--;__;-" . hus... reach us: rlisle Pike, Suite 0-14 anrcsburg, Pa 17055 540-8900 News from Com east , S~I -#If (6491-740906772-D01 ) D iAN"E. W. 2.ENT2- SSN: \<og-3~1.-t.t1-o' ~ NW&P 740906772-001 DIANE ZENTZ 1400 BENT CREEK BLVD APT 124 - NATIONAL WATER & POWER 10/01/2006-10/30/2006 National Water and Power PO BOX 790275 51. Louis, MO 63179-0275 Readina Hot/Cold 10/0112006 5467 10/30/2006 5684 Usaae 217 217 x 10 GAL units '4~,-.sJ 01- f> c.l ' :. I., l' NWP S~ 11 . _'"' JU)~ 'lU^ e,I Jl NO M -e . Submelered Waler Service Service Fee Meier Fee Sewer Base Fee Residenl account and payment information available at: www.nwpco.com To ensure prompt and accurate processing, please write your account number on your check or money order. SEE REVERSE FOR CERTAIN DISCLOSURE AND CUSTOMER SERVICE CONTACT INFORMATION PLEASE NOTE - Your payment by check may clear the bank electronically. This electronic payment occurs each time we receive a check from you. If you have any questions about this process please call us at 800-845-6767. l' PLEASE DETACH HERE AND RETURN BOTTOM PORTION WITH YOUR PAYMENT l' D CHANGE OF ADDRESS ON BACK National Water and Power PO BOX 790275 51. Louis, MO 63179-D275 740906772-001 ~ NW&P - NATIONAL WATER & POWER $48.68 11/15/2006 12/11/2006 LATE FEE APPLIED IF PAYMENT RECEIVED AFTER DUE DATE MAKE CHECK PAYABLE 'TO: ~ 1:: T55/P109 ***AUTO**MIXED AADC 852 DIANE ZENTZ 1400 BENT CREEK BLVD APT 124 MECHANICSBURG, P A 17050 1",111,,, III" "1,1,11"""111,,1,,11,,,,1,1,1,,11,1,,1,,, II NATIONAL WATER & POWER CHECK NUMBER 740906772001670000649100486800416812112006102 POLICY/UNIT INSURED 084023465 MS DIANE WILSON ZENTZ DCO AGENT NAME 048429, AH SCHALL s~ 7. 1i.~ b i A ~ E \N. 2.t N T2. \ % g - :5;z. - 4 1-0 \ DEATH eLM NO REGISTER DATE CHECK DATE 620694 FEB 22,1984 JAN 18,2007 ASU PPA FEDERAL I 183-62-4122 TRANSACTION TYPE DEATH CLAIM SIP 20070108 POUCYTYPE INSURANCE BASIC DEATH BENEFIT 1 0,332.00 ACCRUED LOAN INTEREST FROM FEB 22,2006 IS 1 66.02 TERMINATION DIVIDEND 21 8.42 LOAN BALANCE 2,71 9.79 VOLUNTARY INTEREST 60.32 DIVIDEND ADDITIONS 6,91 9.00 POST MORTEM DIVIDEND 395.58 C:HECK AMOUNt 1 51039.~ ~ 111111111!.!ilillj~II!II'I;,:il /iillilllllll'/illlllllilljl./llliiili//III'jjliI11Iil1~llli'I.I~/lilli' l'ill!.III'II!II!III!illl:III~II.I'~IIII!I!I~'I~I~I:I'iil AGENT: ANDREW SCHALL @ PPA PH: (717) 560-2000 CHECK TYPE: ELAS~M DETACH THIS STATEMENT BEFORE DEPOSIT1NG CHECK NO. 0200771362 .... r- .. . uu u -- National Operations Center S 4 '1 :if- ~ tn f\ ~ E. \lJ ,1- Eo N T 2.-- . PO Box 1047. \ 0'3 ~"""\ Li. -:L . Charlotte NC 28201-1047 . 0 -;::> oc. - , TO I 01008333 111111111111111111111111 Insured: Diane Wilson Zentz Policy Number: 84 023 465 Associate: Andrew Schall Associate Phone:(717) 560-2000 Service Center: (888) 855-5100 Date: November 25, 2006 MS DIANE WILSON ZENTZ 1400 BENT CRK BLVD 124 MECHANICSBURG PA 17050-1862 Your payment of $50.00 has been applied to reduce the loan on this policy effective November 20, 2006, as follows: Beginning Loan Balance Loan Payment Applied to Interest Loan Payment Applied to Principal Ending Loan Balance $2,767.01 $2.78 $47.22 $2,719.79 You may wish to consider repaying your loan in full since it will reduce any benefits payable under the policy. For additional information, contact our Service Center at the number shown above. 000005000 Please detach and return this form with your payment to the address below. Apply I $ 'I to reduce the loan on policy 84 023 465 OZ. MS DIANE WILSON ZENTZ 1400 BENT CRK BLVD 124 MECHANICSBURG PA 17050-1862 111111.1.11111.1.1.1.1111111111.111111111.1.1.1111.11.11111111 AXA Equitable Payment Center Box 371405 Pittsburgh P A 15250-7405 1200000000000000000000840234650200611200410047019000005000900