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Home My WebLink About01-29-10 (2)J 15056051058 REV-1 SOO EX (06-05) OFFICIAL USE ONLY PA Department of Revenue oun e Bureau of Individual Taxes ty Year File Number INHERITANCE TAX RETURN '" - ` PO 80X 280601 21 , 09 0710 Hardsburg, PA 17128-06D1 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Secudty Number Date of Death Date of Birth 198-01-0105 ' 07/26/2009 ; 01/12/1921 Decedent's Last Name Suffix Decedent's First Name MI VORODI ~ ,STEPHEN p (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI _ --------_....----.__ ___.____.. __.._.._ .---..,.___.._I ___--. _._.__ 1 ____ _____.__ __....... _ ...___..__._ ..... _ .. Spouse's Social Security Number "~ "-____.__ " _„_ - ~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRUITE OVALS BELOW ~ 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (date of death pdorto 12-13-82) O 4. Limfted Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after 12-12-82) t!J 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Eledlan to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number RICHARD H. VORODI ~ (717) 766-7776 Firm Name (If Applicable) First line of address 509 ALISON AVENUE Second line of address City or Post Office MECHANICSBURG REGISTER OF WILLS USE ONLY C"') a 0 ~ _ C3 ~ . D r C-- a ; ~~ x ?; C a~'7 ~'`" cis x N ~ t0 I ~ ~~ ~ ~ c-:iG~--.„ a. ~c ' State ZIP Code t ""~--~-~ "'-~ PA 17055 ~'' _..1 ~ .. .~ c`_- F' ~~~1 _.~ -> .. r1 Correspondent's a-mail address: Under penal o er)ury, I tledare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it Is title, co act a r~ymplete. Dedareyon~preparer other than the personal representative Ls based on all information of which preparer has any knowledge. SIGNAT E OF E ON RESP BLE F R FILING RETURN ~^. ,. ~ DA's 509 ALISON AVENUE, MECHANICSBURG, PA 17055 SIGNAT,y~E OF PREPARER OTHER THAN REPRESENTATIVE DATE 1104 FERNWOOD AVENUE, SUITE 204, CAMP HILL, PA 17011 PLEA8E U8E ORIGINAL FORM ONLY Side 1 15056051058 15056051058 ~~ a~~ ~'~ ~~° ~~ ~ ~~ 15056052059 REV-1500 EX Decedent's Social Security Number _ oecedent'slJama: STEPHEN P VORODI 198-01-0105 RECAPITULATION _ _ _ _.. 1. Real estate (Schedule A) ............................................. 1. 0.00 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 152,220.94 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. ' 0.00 4. Mortgages & Notes Receivable (Schedule D) ........................... .. 4. ', 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 147,868.59 .....~ ...r~._.n.._..,...__._...__ 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. ~ 0.00 7. Inter-wos Transfers & Miscellaneous Non-Probate Properly ~~~~ ~ ~~ ~~ ~ ~- `~ ~ ~ "' (Schedule G) Cl Separate Billing Requested...... .. 7. ', 0.00 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. i 300,089.53 ', 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. ', 6,794.78 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. ~, 3,216.07 11. Total Deductions{total Lines 9 & 10) ................................. .. 11. ' 10,010.85' 12. Net Value of Estate (Line B minus Une 11) ............................ .. 12. 290,078.68 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ~ "'°~ an election to tax has not been made (Schedule J) ...................... .. 13. j t4. Net Value SubJect to Tax (Line 12 minus Line 13) ...................... .. 14. ' 290,078.68 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_ 15 I _ ~-~-`_._ _.._~- 16. Amount of Line 14 taxable E ; at lineal rate X .0 _ 16 '' 17. Amount of Line 74 taxable i 285 '~ at sibling rate x .12 878.68 j _.._ 17. ~ __._..___._ 34,305.44 ', 18. Amount of Line 14 taxable ~~~~_ _.__..~__ 4 200 00 ' I` _. ~ ~~~ __ ,. ~~~~~~_.~-__.630 00 , . at wllateral rate X .15 18. . t9. TAX DUE ....................................................... .. 19. 34,935.44' 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~, 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: 2 ~ ~ 09 i 0710 DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER STEPHEN P VORODI 198-01-0105 STREETADDRESS 20 NORTH 12TH STREET, APT. 311 CITY LEMOYNE STATE PA ZIP 17043-1451 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 32,000.00 C. Discount 1,684.21 3. InterestlPenalty if applicable D. Interest E. Penalty It) Total Credits (A+ B + C) (2) Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (3) (4) (5) (5A) (58) 34,935.44 33,684.21 0.00 0.00 1,251.23 1,251.23 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 properly transferred :.......................................................................................... ^ b. retain the right to designate who shall use the properly transferred or its income : ............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receNe the promise for life of either payments, benefits or carel ...................................................................... ^ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate conslderatlon? .............................................................................................................. ^ 3. Did decedent own an 'in trust fof 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? ........................................................................................................................ ^ ^fc IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN .. rr4"s ~ ~ ~~ . ~ e°y~a'~~' , ~~` ~ '~~`° a ~tKr ~'~ 1x p .' z 14 W r, aaww .., ~xY "adi . ~lt ,. ~.~,~.r. ~~°,~`' - ~'. ~fav,. ~~ -.,~~a,',~Y y~S~:...=. area e'k' .,..`,rf~E.... "'3(t'~arw .,.. ']Tr4.~W}r."3.".7'~",'m'~.Z..a~~', ~':'~~'~`~,~; .{ .. 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 (O) 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 far 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 al death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (O) 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 (t2) percent (72 P.S. §9116(a)(1.3)]. Asibling 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+ (698) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER STEPHEN P. VORODI 2109-0710 All properly Jolntlyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t• T. ROWS PRICE, PO BOX 17302, BALTIMORE, MD 21297-1302; SUMMIT CASH RESERVE FUND; ACCOUNT N0.522058474-1 71,419.47 2 EQUITY INCOME FUND; ACCOUNT N0.1018317480-1; 831.839 SHARES @ $18.33 15,247.61 3 SCIENCE & TECHNOLOGY FUND; ACCOUNT N0.670521728-6; 573.469 SHARES @ $19.13 10,970.46 4 GROWTH & INCOME FUND; ACCOUNT N0. 1018317476-2; 1,221.113 SHARES @ $15.84 19 342.43 r.._ _ ,__ ,;. NEW ASIA FUND; ACCOUNT N0.670475021-0; 2,633.854 SHARES @ $13.38 35,240.97 TOTAL (Also enter on fine 2, Recapitulation) 15 152,220.94 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) SC11ED1~LE E COMMONW CASH BANK DEPOSITS ~ MISC. EALTH OF PENNSYLVANIA , INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER STEPHEN P. VORODI 2109-0710 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntlyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 CASH ON HAND 260.00 2 AMERICHOICE FEDERAL CREDIT UNION; 2175 BUMBLE BEE HOLLOW ROAD, MECHANICSBURG, PA 17055; ACCOUNT NUMBER 44494-61; SHARE CERTIFICATE 3,158.42 3 AMERICHOICE FEDERAL CREDIT UNION; 2175 BUMBLE BEE HOLLOW ROAD, MECHANICSBURG, PA 17055; ACCOUNT NUMBER 44494-80; SHARE CERTIFICATE 91,455.47 4 AMERICHOICE FEDERAL CREDIT UNION; 2175 BUMBLE BEE HOLLOW ROAD, MECHANICSBURG, PA 17055; SAVINGS ACCOUNT 5.00 5 CITIZENS BANK; 525 WILLIAM PENN PLACE, SUITE 153-2618, PITTSBURGH, PA 15219; CERTIFICATE OF DEPOSIT; ACCOUNT NUMBER 6254552575 15,455.96 6 CITIZENS BANK; 525 WILLIAM PENN PLACE, SUITE 153-2618, PITTSBURGH, PA 15219; CERTIFICATE OF DEPOSIT; ACCOUNT NUMBER 6252320405 20,032.43 7 CITIZENS BANK; 525 WILLIAM PENN PLACE, SUITE 153-2618, PITTSBURGH, PA 15219; C, ERTIFICATE OF DEPOSIT; ACCOUNT NUMBER 6252320588 10,663.66 8 CITIZENS BANK; 525 WILLIAM PENN PLACE, SUITE 153-2618, PITTSBURGH, PA 15219; .CERTIFICATE OF DEPOSIT; ACCOUNT NUMBER 6100726339 1,809.17 9 CITIZENS BANK; 525 WILLIAM PENN PLACE, SUITE 153-2618, PITTSBURGH, PA 15219; CERTIFICATE OF DEPOSIT; ACCOUNT NUMBER 6253946545 2,213.11 10 AARP LONG-TERM CARE PREMIUM REFUND 111.83 11 NATIONWIDE INSURANCE PREMIUM REFUND 34.00 12 VERIZON TELEPHONE REFUND 0 27 13 PATRIOT-NEW SUBSCRIPTION REFUND 169.27 14 DIAMOND RING 2,500.00 TOTAL (Also enter on line 5, Recapitulation) ; 147,868.59 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATNE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER STEPHEN P. VORODI 2109-0710 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 MATINCHEK AND DAUGHTER FUNERAL HOME 3,935.00 z LAMPOSTINN-FUNERAL LUNCHEON 747.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Soeial Severity Number(s)IEIN Number of Personal Representative(s) Street Address City .State Zip Year(s) Commission Peid: 2. Attorney Fees 3. Family F~cemption: (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 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. U.S. POSTAL SERVICE -LETTERS OF NOTIFICATION s U-HAUL BOXES -PACKING s PATRIOT-NEWS -PUBLICATION NOTICES TOTAL (Also enter on line 9, Recapitulation) I S (If more space is needed, insert additional sheets of the same size) 364.00 1,500.00 30.92 9.05 208.81 6,794.78 REV•1512 EX+ (12-OB) ~ Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE INHERLTANCE TAX RETURN RESIDENr DECEDENT I]EBTS OF DECEDENTr MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER STEPHEN P. VORODI 2109-0710 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 • HOLY SPIRIT HOSPITAL -MEDICAL EXPENSE 71.45 2 QUANTAM IMAGING -MEDICAL EXPENSE 22.50 3 AT&T UNIVERSAL CARD 30.00 4 SUSQUEHANNA INTERNAL MEDICINE -MEDICAL EXPENSE 8,04 5 ESSEX HOUSE -RENT 572.50 6' PATRIOT NEWS -PAPER BILL 2.50 7 PINNACLE HEALTH -MEDICAL EXPENSE 1,061.02 8 AT&T-TELEPHONE 12.00. 9 WEST SHORE EMS - ALS -MEDICAL EXPENSE 930.51 10 HERITAGE MEDICAL GROUP, LLP -MEDICAL EXPENSE 80.55 11 EMILY KORBY 400.00 12 AMERICAN LEGION 25.00 TOTAL (Also enter Dn Line S0, Recapitulation) I $ 3,216.07 If more space is needed, insert additional sheets of the same size, REV-1513 EX+ (11-08) ~ pennsylvania SCHEDULE ] INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER STEPHEN P. VORODI 2109-0710 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF DERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUT10N5 [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. STEPHANIE VORODI NEICE 3000.00 423 N. MARKET STREET, ELIZABETHTOWN, PA 17022 2 VINCENT VORODI SIBLING 5000.00 185 MALONE ROAD -NORTH, HERNANDO, MS 38632 3 ERIC VORODI NEPHEW 1200.00 25 SHEELEY LANE, BOILING SPRINGS, PA 17007 4 WILLIAM L. VORODI SIBLING 50% 33 HILLSIDE ROAD, MIDDLETOWN, PA 17057 5 RICHARD H. VORODI SIBLING 50% -509 ALISON AVENUE, MECHANCISBURG, PA 17055 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE, II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed, insert additional sheets of the same size. ro ~.'1 ~7 ~ ~? C -' T W OF ~-Uj O ~ -~ STEPHEN P. VORODI ` "~~" ~ .v~ -~=-~i N ~ N I, STEPHEN P. VORODI, of Apartment 206, 9 Richland Lane, Camp Hill, East Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made.• 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be conveniently done, and in this respect, I direct that I be cremated and that my remains be•buried in my burial lot next to my wife. I further direct that there be no visitation or viewing with regard to my funeral services. 2. I give and bequeath the sum of Three Thousand ($3,000.00) Dollars to my niece, STEPHANIE VORODI, of Elizabethtown, Pennsylvania, if she survives me. ' 3. t ~ _ i.J .~ ~~' ..i - _ ~_i ~.. _F%.^7 C'` , ~ ~, •.~: ~'~ I give and bequeath the sum of Five Thousand ($5,000.00) Dollars to my brother, VINCENT VORODI, if he survives me. 4. I give and bequeath my automobile and my diamond ring to my nephew, ERIC VORODI, if he survives me. 5. I direct that the inheritance tax on all of the above bequests be paid out of my residuary estate. 6. I give and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, to my brother, WILLIAi`i L. VORODI, of Middletown, Pennsylvania, and to my brother, RICHARD H. VORODI, of Mechanicsburg; Pennsylvania, share and share alike, and in the event that either of my said brothers should predecease me, then in such event, I give and bequeath their share in my estate to their wives, to wit, PHYLLIS VORODI, who is the wife of my brother, Richard, and to THELMA VORODI, who is the wife of my brother, William. LASTLY, I nominate, constitute and appoint my brother, RICHARD H. VORODI, Executor of this my Last Will and Testament, and in the event my said brother should predecease me or should he be unable or unwilling to serve in such capacity for any reason, then in such event, I nominate, constitute and appoint my sister-in-law, PHYLLIS VORODI, Executrix of this my Last Will and Testament in his place and stead, and in either instance, I - - direct that my said personal representatives be excused from posting any bond or other security for the faithful performance of their duties in any jurisdiction. IN /WITNESS WHEREOF, I have hereunto set my hand and seal this ~~ day of May, A. D. 1997. (SEAL ) tephen P. Vorodi Signed, sealed, published and declared by the above named, STEPHEN P. VORODI, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have .hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) I, STEPHEN P. VORODI, the testator 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 and Testament; that I signed it willingly; and that I signed it as my free and voluntary act and deed, for the purposes therein contained. Sworn and affirmed to and acknowledged before me by STEPHEN P. VORODI, the testator, this ~~ ~- day of May, 1997. Notary Public lieiyn N~Rbb ~,+~a~ - 3 - COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND SS. We, the undersigned, J. ROBERT STAUFFER and SUSAN A. McCOY, the witnesses whose names-are signed to the attached or foregoing. instrument, being duly qualified according to law, depose and say that we were present and saw the testator STEP sign and execute the instrument as his Last Will ands P. VORODI, that the said testator STEP Testament, HEN P. VORODI, executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearin and si ht of the testator g g as witnesses; and that to the best of our knowledge gnthettestall was, at the time, eighteen (18) or more for years of age, of sound mind, and under no constraint, dure~ or undue influence. G~, Sworn and subscribed to before me this ~ G ~ daffy of May, 1997. ~VIiV~L1 ,~yl --~--yam /~~ ~/` ry ~~/~.. Notary pub cil ---- t~fel8d IAed ur~Eor~, ' ~ ~caedy 1AyCa~sslon E.pl.~xi Nay 4 tom,' r~-. s~ ra~b ~ r.~ 3 T. ROWE PRICE SERVICES, INC. ..l -~`fi,~.- 5" W W W.TROW EPRICE.COM P.O. Box 17302 Baltimore, Maryland 21297.1302 4515 Painters Mill Road Owings Mills, Maryland 21117-4903 November 18, 2009 Richard H Vorodi 509 Alison Ave Mechanicsburg PA 17055 ~~ Subject: Account Information The Estate of Stephen P. Vorodi Dear Mr. Vorodi: I am writing in response to your letter dated November 10, 2009, concerning the individual fund accounts registered to the late Stephen P. Vorodi. I am happy to provide you with the requested information. Because July 26, 2009, was not a business day, we have provided the balances of Mr. Vorodi's accounts as of Friday, July 24, 2009, which is the last business day on which the funds were priced. Account Number of Share Balance Accrued Shares Price Dividends* New Asia Fund account 670475021 2,633.854 $13.38 $340.97 ~ N/A -0 Growth & Income Fund account 1,221.113 $15.84 $ 42.43 N/A 1018317476-2 1 Science & Technology Fund 573.469 $19.13 $170.46 N/A account 670521728-6 ~ Equity Income Fund account 831.839 $18.33 $15,24 61 ~6 y, 8a N/A 1018317480-1 __. Summit Cash Reserves Fund 71,419.470 $1. $71,419 ~ 97~ ~~ account 522058474-1 ~ACCruea ai'-naends are not included in the balance shown. Dividends were reinvested into the account on July 31, 2009. ~ S Z z zv •q T.Ro~wePlrice INVEST WITH CONFIDENCE MS200AS BECKY Account/Suffix... (S=Select, D=Drill S Eff Date Ref/Ck _ 7/31/09 69133 _ 7/31/09 69131 _ 2/19/09 53849 In Brest Br T1 0 . D 0 02 64 X0.00 05 CP ;_ 0.00 02 45 -#~ Bottom of list... F3=Exit F5=Rfrsh F6=Sort/Ref# F7=Restart FB=Filter F9=0D F10=Other View AMERICHOICE FEDERAL CREDIT UNION Sc Nc`u~~ r f'" 7/31/09 Transaction Liat ,' 14:34:17 44494 61 Name ... STEPHEN VORODI Down, O=OverDraft) Description TC Tran Amnt Bal After TO 44494-01 13 ~r3158-:~42- .00 Dividend Payment 12 45.87 3158.42 DEPOSIT 02 3112.55 3112.55 AMERICHOICE FEDERAL CREDIT UNION SHARE CERTIFICATE MEMBER NAME(S): STEPHEN VORODI ACCOUNT NUMBER: 44494-61 ORIGINAL AMOUNT: $3,112.55 c S'crlco~U ~ Gam- .y CERTIFICATE NUMBER: 7732 ISSUE DATE: 02-19-09 This share certificate will mature on 02-19-10. Upon maturity, this account will automatically be renewed for an additional term equal to the initial term. A notice will be sent prior to maturity and you will have 10 days after each renewal to notify the credit union if you wish to change your investment without incurring a penalty. Except as otherwise stated here, the terms and conditions applicable to the initial term will also apply to the renewal term. Unless otherwise directed, the principal amount of the account for each renewal term will be the principal of the preceding term together with the interest credited or accrued but not paid or withdrawn during the preceding term. The rate of interest for any renewal term will be the rate of interest the credit union is offering at the time of renewal on this type of certificate. The credit union reserves the right to not renew this account by giving you written notice at your address as shown in the credit union's records. Your account will bear interest at the rate of 3.300 per annum ( 3.300 APY) from the date of deposit, calculated on 365/365 basis (366/366 in leap years) and paid in the manner indicated below. If you select monthly payments, you may change the manner of future payments without penalty. DEFERRED Paid to the account on the date(s) of maturity or automatic renewal. Interest is reported to the IRS for the year it is paid to the account. Paid AT MATURITY to certificate. Penalty for Early Withdrawal: All or any portion of the drawn prior to maturity of any term only with the credit at the time withdrawal is sought. If such consent is amount will be subject to a substantial penalty equal to amount withdrawn at the simple interest rate of this acc~ more than 90 days worth of interest nor less than five on the withdrawn amount. principal may be with- unian's consent given given, the withdrawn the interest on the punt, but shall not be (5) days of interest Withdrawal Without Penalty: Early withdrawal without penalty may be made upon the death or declaration of incompetency of any beneficial owner of the certif- icate. To authorize early withdrawal because of mental incompetency, a certi- fied copy of the court's order or decree must be presented to the credit union. Accounts insured up to $250,000 by NCU~. NON-TRANSFERABLE X Credit Union Re esentative ;~,. I~:ember's Signature point Owner's Signature AMERICHOICE FEDERAL CREDIT UNION Sci~J~b~ L.a SHARE CERTIFICATE L~~.4 .~ MEMBER NAMS(s): STEPHEN VORODI ACCOUNT NUMBER: 44494-60 ORIGINAL AMOUNT: $90,003.58 CERTIFICATE NUMBER: 7602 ISSUE DATE: 01-29-09 This share certificate will mature on O1-29-10. Upon maturity, this account will automatically be renewed for an additional term equal to the initial term. A notice will be sent prior to maturity and you will have 10 days after each renewal to notify the credit union if you wish to change your investment without incurring a penalty. Except as otherwise stated here, the terms and conditions applicable to the initial term will also apply to the renewal term. Unless otherwise directed, the principal amount of the account for each renewal term will be the principal of the preceding term together with the interest credited or accrued but not paid or withdrawn during the preceding term. The rate of interest for any renewal term will be the rate of interest the credit union is offering at the time of renewal on this type of certificate. The credit union reserves the right to not renew this account by giving you written notice at your address as shown in the credit union's records. Your account will bear interest at the rate of 3.2000 per annum ( 3.200 APY) from the date of deposit, calculated on 365/365 basis (366-/366 in leap years) and paid in the manner indicated below. If you select monthly payments, you may change the manner of future payments without penalty. DEFERRED Paid to the account on the date(s) of maturity or automatic renewal. Interest is reported to the IRS for the year it is paid to the account. Paid AT MATURITY to certificate. Penalty for Early Withdrawal: All or any portion of the drawn prior to maturity of any term only with the credit at the time withdrawal is sought. If such consent is amount will be subject to a substantial penalty equal to amount withdrawn at the simple interest rate of this acc~ more than 90 days worth of interest nor less than five on the withdrawn amount. principal may be with- union's consent given given, the withdrawn the interest on the punt, but shall not be (5) days. of interest Withdrawal Without Penalty: Early withdrawal without penalty may be made upon the death or declaration of incompetency of any beneficial owner of the certif- icate. To authorize early withdrawal because of mental incompetency, a certi- fied copy of the court's order or decree must be presented to the credit union. Accounts insured up to $250,000 by NCUA. NON-TRANSFERABLE X ~~ X ~~q ,Q U/1 Cr it Union Representative Member's ignature X Joint Owner's Signature MS2 0 OAS ~~,~.. ~ AMERI CHOICE FEDERAL CREDIT UNION ~~ N' ~ ~ ~ '~""' 7/ 31 / 0 9 BECKY Transaction List L, ~-~-. ~. 14:33:56 Account/Suffice... 44494 60 Name... STEPHEN VORODI (S-S 1 e ect, S t D=Drill Down, O=OverDraft) Eff Date 7/31 09 Ref/Ck 691 D_escription TC Tran Amnt Bal After Interest Br Tl _ _ 7/3i/09 33 69130 TO 44494-01 13 91455.47- Dividend Payment 12 1451 89 .00 0.00 02 64 _ 1/29/09 36684 . DEPOSIT 02 90003.58 91455.47 90003 58 0.0 0 05 CP . 0.00 05 29 i.~"I ~ ~n . ,k... ~~~~ Bottom of list... F3=Sxit F5=Rfrsl: .~~ ter F1 ew S^c~~c"~ u~ ~. E L~ ~ _s ~#z~er ~r"I~C" Account Number 6254552575 Account Title STEPHEN P VORODI Date O ened 8/19/2008 Account T e Time De osits Princi al Balance as of DOD $15445.13 Interest from Last Postin to DOD $10.83 Account Balance as of DOD *4';g YTD Interest to DOD $284.05 n ~~n'11. .~ S ..-.-- v 1~ Cam . ~~ ~ ~~/t-~+~-~- 1 'S 1 \_~ ~ ~$ - .~ ~ ~ ~ y =°~ _ oaf ~~~~~o z D "~ a ~ v ,om~ 2c~ Sm•~~p~ 1 ~+ ~ O n 3 ~.~'. °-m ~ ~~~ m ._'..~ m C 3 O O Z C C m o°f •~9 ?... mow ~ y o ~~~ v x m c~ m O ° ~ ~ rn tD o ~ m~ N' ~ y a~ x a ~~ O O N ~ o i •o~ F ~~n ~t° Z 0 r N -i ~m ~~ ~a • n °:N=..~° ~ w ~ ~~ ~m .oo"a d m ~ O ~ . y C ~ ? ~ ? ~ Z ~ N ~ ~ ; ~ ~ 3 ~~ x~~ . n o~ ~~ ~ o w z ~ '" ~? oo~ jfD'`~ ~ c m v y - Q . o ~ v m m n y ~ m ~ ~~'~2 O m .~.~ m '~ ~ -~ _^ f O ~ c ~ N~ wN a w ry. ~ C ~ ~ `~ .. ,. ~ 'm v ~ ~ m ~ N ~~ ~ ~~ °~'-`ma O ~ t11 ~ n ~ d ~ 3 Q Fnm °-' c ~ w ~~ O o c o mO~G ~ o ~ ~ ~ ~~ ~ ~ a0:moo ~ 0 0 ~ ~~ ~O•f y A a O ~ ~ ~ / ' iY c c p) x a n ~ N ~ _ ~ y w 7 o ~ ~ v Q m e t S a A m y ` /~ i $ p ~, ' o = m lD s? c~'m m ~ ° ~ m c ~ o > > ~~ °:~ ~ N ~ fD C C tD ~: CD y ~ ~ ~ D a ~ ~ a d ~~ _ ~ y C~ p~ C ~ j ~ ~ ~ r. o ~ mg=~~ ~ 3 Qn~ ~ w ~ ~ ~. ~ N ~•D m a~ ~~ ~ c ii o ~ N d ~ ~ o =f o ~~~o~ a ~ act a y 3 c lA ~ ~, rn m ~ n n~i •~ ~ , d F ~ ~ ~ ~ T ; ~ 0 ^~ y ~ C o , ~ ~ ~ 1 R~ 0 , w 3 c~ J ~ ~ G C_ ~ c ~ c: O o ' N ~ '~ ~ _ n ~ ~~ O o too d o m y d y ~ VI ~' m 3 o- m O n ScNrav~ ~ ~G~... ~ ~- ~~~ ~~~ Account Number 6252320405 Account Title STEPHEN P VORODI Date O ened 7/7/2007 Account T e Time De osits Princi al Balance as of DOD $20000.00 Interest from Last Postin to DOD $32.43 Account Balance as of DOD X20032:43 YTD Interest to DOD $343.85 Citizens Bank° ,~_ Account Number 6252320588 Account Title ~ STEPHEN P VORODI Date O ened 8/4/2007 Account T e Time De osits Princi al Balance as of DOD $10647.50 Interest from Last Postin to DOD $16.16 Account Balance as of DOD 3~066~:66` YTD Interest to DOD $177.14