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HomeMy WebLinkAbout05-23-08 --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 INHERITANCE TAX RETURN 00 RESIDENT DECEDENT J. ; b File Number O~4f Date of Birth 02/27/2008 11/07/1919 Decedent's Last Name Suffix Decedent's First Name MI Myers Myrtle C (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 C..j 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 Darlene Hockenberry Firm Name (If Applicable) (717) 240-4525 42 Clay Rd. r-..:l REGISTER::QF WILLS US@LY ;~g ~ . J :;;:Mt'IJ j ~; s..""2 -< ;-n f',.) .:::,:J w - "-...'..-- .......>~ :TJ -_.~ :a '~~ .~- ~~) ,-, ''1'" ,,:; C:::j First line of address ZIP Code ::~=:J C) >~:! '..'11 ::0 ~~1ILED :J:la Second line of address City or Post Office State U1 (J1 Carlisle Pa 17015 Correspondent's e-mail address: Under penalties of perjury. I declare that I have examined this return, including accompa ing schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the person I repre n tive is based on all information of which preparer has any knowledge. SIGNAT"o[: 1"\[: p[:Q~nN . FILING ET N DATE 5- 1 70 l '5 DATE ADDRESS & 4 ~ Q. 1 Cl..u\ fC SIGNATURE OF PREPARER OTHER tHAN REPRESENTATIVE (\-d /..5. l " Po I' ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 ....J ~ ...J 15056052059 REV-1500 EX Decedent's Name: Myrtle C Myers 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) c:, 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 Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subjectto 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 45 41,665.99 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 L Decedent's Social Security Number 1,916.19 53,994.67 55,910.86 12,344.50 1,900.37 14,244.87 41,665.99 41,665.99 1,874.97 1,874.97 15056052059 --.J REV-1500 EX Page 3 Deced~mt's Complete Address: DECEDENT'S NAME Myrtle C Myers STREET ADDRESS File Number DECEDENT'S SOCIAL SECURITY NUMBER 204-03-0995 CITY e A. fC.LL S L 'f.. STATE PA Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 1,874.97 93.75 Total Credits (A + 8 + C ) (2) 93.75 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) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,781.22 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SA) (58) 1,781.22 A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 [KJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [KJ 3. Did decedent own an "in trust fo~' or payable upon death bank account or security at his or her death? .............. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or 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. 99116(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. 99116(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. 99116(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. flEV-1502 EX+ (6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) o 'REV-1503 EX+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 2, Recapitulation) $ 0 (If more space is needed, insert additional sheets of the same size) REV-1504 ~X+ (1-97) SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP 'COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 3, Recapitulation) $ 0 (if more space is needed, insert additional sheets of the same size) REV-1507 EX+ (1-97) . . ~.>:;'~ ,- :- . , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. TOTAL (Also enter on line 4, Recapitulation) $ 0 (If more space is needed, insert additional sheets of the same size) REV.1508 EX + (1.97l, ~. "~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH f') T T ~An)l<" C '" E U'-, /IJ <C Ace T , I q I ~. It:( A (LI.~ )..(a'1 'to j <-l1 05" TOTAL (Also enter on line 5, Recapitulation) $ '~I (, . I q (If more space is needed, insert additional sheets of the same size) REV.1509 EX. (1.97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 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 A. C-HARLott E J<o S 'U'L B. c. JOINTLY-OWNED PROPERTY: ADDRESS II c.... r..LI'" Q.A.fC.Ll, ~ l 'i.. 'sT. P^,- l,Ot'3 RELATIONSHIP TO DECEDENT b Ill) Co H T E. f2... LETTER DATE DESCRIPTION OF PROPERTY 'kOF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. '/~c(''f fY1 e...1'Y1 e €.- /2- S i-ST I-' C. u.... A c.c. T 31 4~(L ?J'-I 50'0 ,-S; ~i'f.'7 #" ':l-50G to -00 J... (-t ~/2..Uoc Hc:.hJ':'€' -+- ~~ I Acr-e.... 7S G. u,O. 00 56/0 31, g36. 60 1/(0 ~LM 6-r C 1\-(2.1,...-1 ~ Lf , PA 1101 ~ '2>. A Vz.ooc, 2-000 Fo e..{) e...~ co (Z.T - Cvt,jp ~o"R.. - ~AlR. q 00. 00 450,ot.J 50% \Il~ .3 r t-... ~ P \ '3 ?c8 R :;):\ er'l '11 ^ TOTAL (Also enter on line 6, Recapitulation) $ 5"3,QQ'f i~'7 (If more space is needed, insert additional sheets of the same size) REV-1511 l=X+ (12-99) ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION 1. FUNERAL EXPENSES: 4of.=1:::mJ\-iIJ Rvn4 f=()\>Jf~ ~G"" ~~ POST n.,1\)-.?r<< L SvC-. ~~ r.;u; l ~ 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 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant C HA(2..l6'1'f5" IL ns, @ ~ Street Address I Ie.. ~ LM 51, City C ~ R..i l S L <C 4. 5. 6. 7. State PA Zip 1"'1.0 l~ Relationship of Claimant to Decedent "D~U&;Hvr~ AMOUNT '5.lt5.S-~ 1~10.Do 458.57 ~Sd.OCi 3 5' 00 - CO ;).:s <0 . C? CJ q. 3Z 75. 00 ~ i LJ,lls ~.~ t..) ~ +Ci-/X. Tax Return Preparer's Fees Probate Fees Accountant's Fees 5vc TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) I J. ~3 tp..j:SO REV-1512 ~X+ (12-03) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH fC.'<...WfCL'-JEO joe, ~L 5€cu~P'Vl ALru:.AO~ ()ep6STT~~ I e-J C-H E-C'l c.. ~cC\ qC(O~Q(j ~ ~~ n~ f'I ~ D - f'e.r; . "'..l~ / '1, qa 3 ~~ l ~.;( .<:t~ It g~tPL~ ~ Y) ;2? _ 0 ~ TOTAL (Also enter on line 10, Recapitulation) $ (If more space IS needed, Insert additional sheets of the same size) IQOO.31 I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280'601 HARRISBURG. PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 08-0248 08119124 05-05-2008 REV-154i3 EX AFP e09-go> TYPE OF ACCOUNT [i] SAVINGS o CHECKING o TRUST o CERTIF. EST. OF MYRTLE MYERS S.S. NO. 204-03-0995 DATE OF DEATH 02-27-2008 COUNTY CUMBERLAND CHARLOTTE KOSER 116 ELM ST CARLISLE PA 17013 REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HEHBERS 1ST FCU has p..ovided the Depa..tment with the info..mation listed below which has been used in calculating the potential tax due. Thei.. ..eco..ds indicate that at the death of the above decedent. you we..e a joint owne../beneficia..y of this account. If you feel this info...ation is inco....ect. please obtain w..itten co....ection f..om the financial institution. attach a copy to this fo... and ..etu..n it to the above add..ess. This account is taxable in acco..dance with the Inhe..itance Tax Laws of the Commonwealth of Fennsylvania. Questions lIIay be dnswftrttd by ~allifl1ll {717-l 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 55096-00 Account Balance Pe..cent Taxable Amount Subject to Tax Tax Rate Potential Tax Due Date 10-15-1979 Established To insure proper credit to your account, two (2) copies of this notice must accompany you.. payment to the Registe.. of Wills. Make check payable to: "Registe.. of Wills, Agent". 31,429.34 X 50.000 15,714.67 X .15 2,357.20 TAXPAYER RESPONSE NOTE. If tax payments a..e made within th..ee (3) months of the decedent's date of death. you may deduct a 5X discount of the tax due. Any inhe..itance tax due will becoMe delinquent nine (9) months afte.. the date of death. PART [!] A. c=l The above info..mation and tax due is co....ect. 1. You may choose to ..emit paYMent to the Registe.. of Wills with two copies of this notice to obtain a discount 0" avoid inte..est, 0" you may check box "A" and ..etu..n this notice to the Registe.. of Wills and an official assessMent will be issued by the PA Depa..tMent of Revenue. [CHECK ] ONE BLOCK ONLY B. ~The above asset has been 0.. will be ..epo..ted and tax paid with the Pennsylvania Inhe..itance Tax ..etu..n to be filed by the decedent's ..ep..esentative. C. c=l The above info..mation is inco....ect andlo.. debts and deductions we..e paid by you. You must complete PART ~ andlo.. PART ~ below. If you indicate a diffe..ent tax ..ate. please state you.. ..elationship to decedent: PART ~ TAX 1 2 3 X 4 5 6 7 X 8 RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Est~b11shed 2. Account Balance 3. Pe..cent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART [!J DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Ente.. on Line 5 of Tax Computation) . Unde.. penalties of pe..ju..y, I decla..e that the facts I complete to the best of my knowledge and belief. i!l4'~~ /2. )r/;'<f/~-, have reported above are true, correct and HOME (7/7) ,;?tf:q-/J~~J WORK -'-) =" 6/ ;;;;;zh ....... .-r\.._....... "IIIUD~D . n4Ti= Send Inquires \0: 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 MEMBERS 1st FEDERAL CREDIT UNION 6120 1 AV 0.312 6120-6120 II111111111111111111111111111111111111111111111111111111I1II11 MYRTLE MYERS CIO CHARLOTTE KOSER 116 ELM ST CARLISLE PA 17013-1920 - . . . I .- - - Statement of Accounts Feb 25, 2008 thru Mar 24, 2008 Account Number: Account Balances at a Checking: Savings: Certificates: Loans: Money Management: 55096 Glance: 0.00 25,896.37 0.00 0.00 0.00 Page: 1 of 1 Membership has its advantages! Your FREE VIP pass for Carlisle Events accompanies this statement. SAVINGS ACCOUNTS 00 - REGULAR SAVINGS Date Transaction Description Feb 25 Balance Forward Joint Owner: CHARLOTTE C KOSER Feb 26 Withdrawal Feb 29 Deposit Dividend 1.000% Annual Percentage Yield Eamed ,. ()(){J% from 02/01/2008 through 02/29/2008 Mar 03 Deposit ACH SOC SEC ID: 3031036030 CO: SOC SEC Mar 19 Withdrawal by Check Mar 24 Ending Balance YTD SUMMARIES Additions Subtractions Balance 36,403.55 5.000.00- 31,403.55 28.38 31,431.93 990.00 32,421.93 6,525.56- 25.896.37 25.896.37 .~ TOTAL DIVIDENDS PAID " 00 REGULAR SAVINGS 58.~;, ~ Don't forget about o$Jr new M~ber Loyal" Rewards Program. The more products you 'have wi11' us, the mort benefits you'll receive. Ask an associate for details or'visit 0\0<< website at wfIw.members1st.org for details. .. IF TAXES ARE IN ESCROW, YOU SHOULD CONFIRM RECEIPT OF TAX BILL WITH YOUR REPRESENTATIVE. PAYABLE TO: CARLISLE BOROUGH TAX ACCOUNT PO BOX 100; 53 WEST SOUTH STREET CARLISLE, PA 17013 OESC: ASSESS.NO -02000251 MAP NO: 02-20-1800-236 116 ELM STREET ACRES .050 DEED 00227/00694 LAND LESS THAN 1 ACRE Residential Building .--.- RESIDENTIAL MYERS, MYRTLE ; 116 ELM STREET ! CARLISLE PA 1701~ f 1 OFFICE MONDAY - FRIDAY 8:00AM - 4:00PM HOURS: CLOSED HOLIDAYS .. CASH ONLY AFTER 12/15/07 PHONE (717)249-4422 TAX PAYER TAXPAYER COPY Bill No: 3928 Control No: 002 - 000251 2007 Slatement of Reel Esbde Tues Bill Date: 3/01/2007 Assessed Land Improvement Mineral Total Values 15 000 60 660 0 75 660 COUNTY OF CUMBERLAND DI-' .... Rates .00228500 .00228500 2 , 10 , COUNTY R E 34.28 138.61 169.43 172.89 190.18 Rates .00018000 .00018000 2 , 10 , COUNTY LIB 2.70 10.92 13.35 13.62 14.98 BOROU OF Rates .00281000 .00281000 10 , MUNIC. R E 42.15 170.45 212.60 233.86 TAX AMOUNT DUE-> REVERSE SIDE OF BILL FOR A BREAKDOWN OF YOUR COUNTY TAX DOLLARS" - ~_':Uo.... -=.nm ,..i'h p~!'T1ent. Fora P.ecei:,t ,J;~JoE,E' ~f..Md~e.9. ~t3IT)P~ Envelope. ~ ~ I1M&rBank ....-..."...--."......-."'.....-. .'. ......",........ ...........,... >:~A~P~:r@....... .-,.'. --.. - . ... . ".ACCO~~P.: ...... 2674014705 CLASSIC CHECKING FEB.22-MAR.21,2008 1 OF 1 00 0 04344M NM 017 64761 MYRTLE C MYERS 116 ELM ST CARLISLE PA 17013-1920 SPRING GARDEN B~INliJnI~.. "BJ\LANCE>' ACCOUNT SUMMARY 1,916.19 NO. o AMOUNT 0.00 ...~... .. ,....-. . ....l:kEttEST~O .. .l';NIlI;NG.:". . .SAtANCE":.. . 0.00 1,916.19 "POS'l'lNti: I)>,. ........:....:............,: .:..::..:..... DE~OS:ITS:~l:tft~ll,~St:. ..CHECKS:.:.&::,OTHER :......:..........DAIL'Y:..,... :>... :> ::>.iirmTRAcii<ms:" ,- ...-.............. , :DATE:":, &i,.:drHBiR',ADDITldNS' . ....:......~CE..:..: 0 2 - 22 - 08 BEGINNING BALANCE $1 , 916 1 9 ENDING BALANCE $ 1 , 916 1 9 ACCOUNT ACTIVITY WOW. DOESN'T IT FEEL GOOD TO HAVE A PLAN? PLANNING YOUR FUTURE CAN SOMETIMES PRESENT DIFFICULT QUESTIONS AND CHOICES. AT TIMES, IT MAY SEEM A BIT OVERWHELMING. WELL, CLOSE YOUR EYES, TAKE A BREATH, AND COUNT TO THREE. YOU'RE IN THE COMFORT ZONE. LET I S TALK ABOUT YOUR CHALLENGES AND GOALS TODAY. CONTACT AN M&T BRANCH REPRESENTATIVE SO WE CAN BEGIN THE CONVERSATION OR TO LEARN MORE VISIT WWW.MTB.COM/COMFORTZONE. "'~