HomeMy WebLinkAbout02-06-08 (2)
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15056041125
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 2 1
RESIDENT DECEDENT
File Number
o 7
1 0 8 4
Date of Birth
19312 767 0
1 1 112 007
06011922
Decedent's Last Name
Suffix
Decedent's First Name
KRAMER
Viola
MI
M
(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
[XI 1. Original Return
o 4. limited Estate
[XI
o
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 0 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
6. Decedent Died Testate
(Attach Copy of Will)
9. litigation Proceeds Received
D
D
o
D
8. Total Number of Safe Deposit Boxes
2. Supplemental Return
D
D
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
I V 0
V .
o t t 0
I I I
717 243 3 341
Firm Name (If Applicable)
MARTSON
LAW
OFFICES
REGISTER OP'WILLS USE ON" Y
,')
First line of address
Second line of address
0',
-I ~
1 0 E a s t
H 1 g h
S t r e e t
City or Post Office
State
ZIP Code
. oj
DATE FILED~:)
Carlisle
P A
17013
Correspondent's e-mail address:iotto@martsonlaw.com
DATU. ~
J, (.fJ. 6 0
ighway
R OTHER THAN REPRESENTATIVE
Carlisle
PA 17015
High Street
Carlisle
PLEASE USE ORIGINAL FORM ONLY
PA 17013
Side 1
L
15056041125
15056041125
.-J
--.J
15056042126
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Viola M. KRAMER
RECAPITULATION
19312 767 0
1. Real estate (Schedule A)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B)
.................................. 2.
19956.00
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) 0 Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7)
........................... 8.
8 3 8 O. 5 5
3 9 3 4 4. 3 1
6 7 6 8 O. 8 6
8 9 7 4 6 3
3 1 5 6. 2 0
1 2 1 3 O. 8 3
5 5 5 5 O. 0 3
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. 5 5 5 5 O. 0 3
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 _ o . 0 0 15. O. 0 0
16. Amount of Line 14 taxable 5 5 5 5 o . 0 3
at lineal rate X .012- 16. 2 4 9 9 . 7 5
17. Amount of Line 14 taxable o . 0 0
at sibling rate X .12 17. O. 0 0
18. Amount of Line 14 taxable o . 0 0
at collateral rate X .15 18. o . 0 0
19. Tax Due 19. 2 4 9 9 . 7 5
............................................... .
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
!XI
Side 2
L
15056042126
15056042126
~
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 07 1084
DECEDENT'S NAME
Viola M. KRAMER
STREET ADDRESS
210 Big Soring Road
CITY I STATE I ZIP
Newville PA 17241
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
2,499.75
124.99
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
124.99
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
S. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE, (5)
0.00
2,374.76
A. Enter the interest on the tax due.
(SA)
(5B)
B. Enter the total of Line S + SA. This is the BALANCE DUE.
2,374.76
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 !Xl
b. retain the right to designate who shall use the property transferred or its income; ............................... 0 !Xl
c. retain a reversionary interest; or ................................................................................................ 0 !Xl
d. receive the promise for life of either payments, benefits or care? ....................................................... 0 !Xl
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... !Xl 0
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ......... 0 !Xl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. !Xl 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 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. 99116 (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. 99116 (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)(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. 99116(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.
REV-1503 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Viola M. KRAMER
FILE NUMBER
21 07 1084
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
19,956.00
400 shares, PPL Corp CUSIP 69351 T1 06
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
19,956.00
REV-1509 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Viola M. KRAMER
FILE NUMBER
21 07 1084
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Judy A. Jackson
2827 Ritner Highway
Carlisle, P A 17015
Daughter
B Wayne Jackson
2827 Ritner Highway
Carlisle, P A 17015
Son-in-law
c
JOINTL Y.OWNED PROPERTY:
LEITER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. AITACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 09/16/02 Wachovia Bank checking 0446 11,366.93 50. 5,683.47
2. A. 01/01/93 Wachovia Bank savings 2278 766.87 50. 383.44
3. A,B 04/07/75 Sovereign Bank 446.69 33. 147.41
4. A 01/07/03 Adams County National Bank, account #2059592 4,332.46 50. 2,166.23
TOTAL (Also enter on line 6, Recapitulation) $ 8 380.55
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-9B)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Viola M. KRAMER
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21 07 1084
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.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OFTRANSFER. ATTACH A copy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE
(IF APPLICABLE)
1. ING Annuity contract 146056; Beneficiary: Judy A. Jackson, 19,659.55 100. 19,659.55
daughter, 100%
2. Wachovia checking account # 1171,jt with Judy A. Jackson, 22,684.76 100. 3,000,00 19,684.76
11115/06
TOTAL (Also enter on line 7 Recapitulation) $ 39 344.31
(11 more space is needed, insert additional sheets of the same size)
REV-1511 EX+(12-99}
'*
COMMONWEALTH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Viola M. KRAMER
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 07 1084
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home & Crematory, Inc., Carlisle, PA 4,490.00
2. Funeral luncheon expenses 140.00
3. Grave marker 1,046.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Martson Law Offices, (estimated) 3,070.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Cumberland County Register of Wills 185.00
5. Accountants Fees
6. Tax Return Pre parer's Fees
7. EVP, online stock valuation 1.55
8. Death Certificates 12.00
9. Cumberland County Register of Wills, filing fee, Inheritance Tax return 15.00
Postage, registered insured mailing to PPL 15.08
TOTAL (Also enter on line 9, Recapitulation) $ 8 974.63
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Viola M. KRAMER
FILE NUMBER
21 07 1084
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
2,942.15
1.
Green Ridge Village, account payable, nursing home
2.
Continuing Care RX, account payable, perscription drugs
214.05
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3 156.20
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outritt spousal distributions, and transfers under
Sec. 9116 (a (1.2)]
1. Judy A. Jackson Lineal 55,550.03
282 Ritner Highway
Carlisle, P A 17015
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
"'""''''''',*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Viola M. KRAMER
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21 07 1084
(If more space is needed, insert additional sheets of the same size)
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LAST WILL AND TESTAMENT
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I, VIOLA M. KRAMER, of West pennsboro Township, Cumberland
County,
Pennsylvania, being of sound and disposing mind and
do hereby make, publish and declare this to be my Last
Will and Testament, hereby revoking any and all former Wills or
Codicils by me made.
1.
I direct that all my just debts,
funeral expenses,
testamentary expenses and all inheritance taxes shall be paid
from my residuary estate as soon as practicable after my decease
and as part of the administration of my estate.
I
'I 2
II .
I I give, devise and bequeath all of my estate, both real and
personal property, unto my daughter, JUDY A. JACKSON, and I
hereby further appoint her as Executrix of my estate.
3.
I direct that my Executrix not be required to file a bond
to secure the fai thful performance of her duties in any
jurisdiction.
I
4. I
i
I authorize and empower my personal representative, in her I
sole and absolute discretion, to purchase or otherwise acquire I
and retain any investments of which I die seized or any real or I
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personal property of any nature; to sell, lease, pledge,)
1
111\ '.FFICE:'-\I\IlT';O\. IlE\HIlIlHFF. \\ILLI\\I:' ,,\ OTTO
mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my
estate for such terms and such prices as she may deem advisable;
to borrow money for any purposes connected with the protection
and preservation of my estate; to mortgage or pledge any real or
personal property forming a part of my estate or to join in or
secure the partition of same; to compromise any claims or
demands of my estate against others or of others against my
estate; to make distribution in kind and to cause any share to
be composed of cash, property or undivided fractional shares in
property different in kind from any other share; and to execute
and deliver such instruments as may be necessary to carry out
I' any of these powers.
,
1
IN WITNESS WHEREOF I have hereunto set my hand and seal
this 21st day of April, 1989.
,
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. ';( SEAL)
Viola M. Kramer
2
L \\\ OFFICE'; - \1\1\1'';0'\. IlE\flDt lRFf'. \\ 11.1.1 \\1:' ,\ (ITTO
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named
testatrix, as and for her Last Will and Testament, in the
presence of us, who at her request, have hereunto subscribed our
names as witnesses thereto, in the presence of the said
testatrix and of each other.
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L \W OFFICE'; -" \BT:-;O\. DE \HlJOIU'F'. \\ I Ll,I."I'; .'( OTTO
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, Viola M. Kramer, testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
..'1,
Viola M. Kramer
Sworn or affirmed to and acknowledged before me by Viola M.
Kramer, the testatrix, this 21st day of April, 1989.
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I K:mberly E. 'H~')I;, Notarv p'br
Carlii;:1c [:k)(C!1;'h Cum"~r' . . ':' IC
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1,1 the witnesses whose names are signed to the attached or
foregoing instrument, being duly qualified according to law, do
, depose and say that we were present and saw the testatrix sign
and execute the instrument as her Last Will; that the testatrix
signed willingly and that the testatrix executed it as her free
and voluntary act for the purposes therein expressed; that each
1,1'.1 of us, in the hearing and sight of the testatrix, signed the
. Will as witnesses; and that to the best of our knowledge the
I testatrix was at that time 18 or more years of age, of sound
I' mind and under no constraint or undue influence. -
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COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
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Sworn or affirmed to and subscribed before
day of April, 1989.
me this
21st
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Notary PublIc
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Estate Valuation
Date of Death: 11/11/2007
Valuation Date: 11/11/2007
Processing Date: 11/28/2007
Estate of: Viola M. Xramec
Report Type: Date of Death
Number of Securities: 1
File 1D: 7071.2.ppl
Shares
or Par
Security
Description
High/Ask
Low/Bid
Mean and/or Div and 1nt Security
Adjustments Accruals Value
~ i
400 PPL CORP (69351TI06; PPL)
COM
NYSE
11/09/2007
11/12/2007
51.01000
50.14000
49.96000 H/L
48.45000 H/L
49.890000
"9,956.
Total Value
Total Accrual
Total $19,956.00
$:'9,956.00
$0.00
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300. (Revision 6.4.1)
Sovereign Bank
Viola Kramer
193-12-7670
November 11,2007
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Account #: 1674000565 Type: Savings Open date: 4/7/1975
In the name of: Viola M Kramer TTEE Judy Jackson BENEF Wayne Jackson BENEF
Date of Death Balance: $446.38
Int.(YTD) from 1/1/2007 to 9/30/2007 $2.00
Accrued interest to date of death: $0.31
Other Info:
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December 19, 2007
~
ADAMS
COUNlY
X\TIO:'\AL HA:'\K
MARTSON LAW OFFICES
ATTN: VICTORIA LOTTO
10 E HIGH ST
CARLISLE P A 17013
Re: Estate of VIOLA M KRAMER
Dear Ms. Otto:
The following information is being provided as per your request:
Acct. Type Account No. Account Accrued Ownership Date
Principal on Interest to Opened
D.O.D. D.O.D.
Esteem 2059592 $4,332.46 $0.00 JtJw Judy 1/7/03
Checking Jackson
Account
Inquiries concerning ACNB Corporation stock information should be directed to the Registrar and Transfer
Company at 1-800-368-5948. If you need any additional information, please contact me at (717)339-5122.
Sincerely"
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I Barbara J W <illey
Adams Courlt~National Bank
Deposit Services Representative II
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Fax Transmission
12/5/2007 4:19 PM PAGE
2/003
Fax Server
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"WAcHOVIA
Reference ID: 2258114
Wachovia Bank N.A.
Balance Confirmation Services
POBox 4002S
Roanoke, VA 24022-7313
December 5, 1007
lVL\RTSON DEARDORFF WILLIAMS & OTTO
ATTN: VICTORIA LOTTO
10 EAS THIGH S TREEr
CARLISLE. PA 17013
SlJBJECT: Verification / Confirmation of Account and Balance Information provided for:
Customer: "lOLA 1\1 KRAMER (SSN# XXX-X,X-7670)
Date of Death: Noyember 11, 2007
Deposit Account Information
ACCOllfit
Type
ACCOllllt
Number
Date of Death
Balance
Avclnge
Balam.:e*
Date
Opened
Maturity Interest Accrued YID Date
Date Rate Interest Inlerest Paid Closed
CHECKING
XXXXXXXXX0446
$1l,366.87
9/16/2002
$0.06
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LEGAL HfLE: Y10LAM KRAMER
JUDY A JACKSON
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SA Y1NGS
XXXXXXXXX2278
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12/06/2007 16:45
17172496277
PAGE 02
Barbara Bistline
Registered Principal
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AMERICAN
GENERAL
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,. Barbara B e. Registered Representative
301 South HaoovE!1" Street . Cadi51~: PA 17013-3933 . Dlr~rl 717.249.4441 . PhooelFax 717.2496277
Rllpresenting American General Life JnSUnlnCfl Company Md its affiHatE!d insuranCE! rompanill~.
Mtlmbers IIf American International Group, Inc.
Securities offered through Amerkll.n General Se~;uritie5 Incorporated (AGSJ),
2727 Allen Parkway, Suite 290, Houston. rx 77(119. 713.831.3806. Member NASD and SlPC.
Member of Arnerh:an International Group, Inc.
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