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Home My WebLink About05-02-111505610143 REV-1500 Ex (°'-'°' , PA De artment of Revenue OFFICIAL USE ONLY P pennsylvania County Code Year - File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 60X.280601 INHERITANCE TAX RETURN 21 10 0 9 60 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW - Social Security Number Date of Death Date of Birth 204 30 6452 08 04 2010 09 18 1940 Decedent's Last Name Suffix Decedent's First Name MI KARPER FAME I (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) 4. Limited Estate ~ qa Future Interest Compromise (date of death after 12-12-82) ^ 5. Federal Estate Tax Return Re wired q a g Decedent Died Testate (Attach Copy of Will) ^ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) 0 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ^ 1 p. Spousal Povertyy Credit date of death between 12-31 zJ1 and -1-95) ~~ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CO NFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO Name : Daytime Telephone Number JOHN JAMES MC30NEY III ~ , ~ ~ ~ First line of address 2 3 0 YORFC STREE T Second line of address REGISTER OII11~.S USE QTY r ~'7~ '~ t:7 -- ~. ~ r-~ .~~ C~ ~ _:~,: ~t7 ~~ ~ ~„a DATE FILEID ''~ ,~ ~, ,, City or Post Office State ZIP Code HANOVER PA 17331 -~. ~' c~ .--~,, T7 ., c~_ --ri Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my Iknowledge and belief, it is true, correct and complete. D claration of preparer other than the personal representative is based on all information of which preparer has any knowledge. NAT RE O PERSON ESP N BLE FOR FILING URN ~., ,r DAl-E Robert L. Kar er, Jr. ,!~~ Z- AD RESS ` - - /` 16 illia '~ Mechanicsbur PA 17055 SIGt~IATUR OF EPA ROT R HAN REPRESENT - ,~ IJATE "~`~- John James Mooney, III _~S L ~j A RES - . 23 o S eet, Hanover, P ~ 173 1 '~._.~ - Side 1 1505610143 150561D143 ~,~ PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Karper, Faye I 21-10-0960 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ~- Signature #2 ' ~ / ;~rL___.. Name Address1 Address2 City, State, Zip Date Catherine M. Taylor 1395 Williams Grove Road Mechanicsbur PA 17055 S" r ~ J REV-1500 EX Decedent's Name: Kal'pelr, Faye Decedent's Social Security Number 204 30 6452 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. ~.3 5, 0 0 0. 0 0 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. 1.2 , 5 0 7 . 7.~' 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 1. ~. , 5 0 ~.. 5 8 7. Inter-Vivos Transfers & Miscellaneous Ikon; Probate Property (Schedule G) ^ Separate Billing Requested............ 7. 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8. «L 5 9 , 0 ~ 9 . ~ 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. X.3 , 62 8.90 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 1.5 , 415.19 11. Total Deductions (total Lines 9 8 10) ................................................................... 11. 2: 9 , 0 4 4 . 0 9 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12, ]L 2' 9 , 9 65.2 4 13. Charitable and Governmental Bequests/Sec 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. 12 9 , 9 65.2 4 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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 12 6 ~ .~~c . 2.4 ~ 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due ....................................................... .......................................................... . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 150561D243 o.oo 5 , 681.94 o.oo 0.00 5 , 681.94 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-10-0950 DECEDENT'S NAME Kasper, Faye I STREET ADDRESS 381 Pine Hill Road CITY Carlisle STATE PA T_IP' 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box 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. (1) Total Credits (A + B) (2) (3) (4) (5) 5,681..94 0.00 5,681.94 Make Check Pa able 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 :............................................................................... ^ b. retain the right to designate who shall use the property transferred or its income :.................................. ^ 0 c. retain a reversionary interest; or ............................................................................................................... ^ d. receive the promise for life of either payments, benehts or care? ............................................................ ^ ~] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ^ ^ receiving adequate consideration? ...................................................................................................... .............. x 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? .................................................................................... ^ ~~ .............................. 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)j. 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 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 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 0 percent [72 P.S. §9116 (a) (1.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 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 12 percent [72 P.S. §9116 (a) (1.3)j. 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-1502 EX+ (11-08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Karper, Faye I 21-10-0960 Ail 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. Attach a copy of the settlement sheet if the property has been sold Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real estate situate at 381 Pine Hill Road, Carlisle, Cumberland County, North Middleton 135,000.00 Township, PA TOTAL (Also enter on Line 1, Recapitulation) I 135,000.00 (If more space is needed, additional pages of the same size) (.- Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08) Rev-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~~IfED~~IE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Karper, Faye I FILE NUMBER 21-10-0960 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 DESCRIPTION 1 Members First - CD #75375-46 principal $12,502.72, accrued interest $5.03 See statement attached VALUE AT DATE OF DEATH 12,507.75 TOTAL (Also enter on Line 5, Recapitulation) I 12,507.75 (ff more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHED~ILE F JOINTLY-OWNED PROPERTY ESTATE OF Ka A. Catherine Taylor B. C. 1395 Williams Grove Road Daughter Mechanicsburg, PA 17055 JOINTLY OWNED PROPERTY: ITEM LETTER FOR JOINT DATE MADE DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH % OF DATE OF DEATH VAL NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET DECD';> , UE OF DECEDENT'S INTEREST JOINTLY-HELD REAL ESTATE. ~ INTERE~>T 1 A 04/16/2007 Members First -Savings Account #75375-00 1,268.10 50.000% 634 05 principal balance $1,268.10 accrued . interest .03 See attached statement 2 A 04/16/2007 Members First -Checking Account #75375-11 1,084.14 50.000% 542 07 principal balance #1084.14 no accrued . interest See attached statement 3 A 04/16/2007 Members First -Investment Savings Account 650.92 50.000% 325 46 #75375-05 principal balance $650.92 no . accrued interest See attached statement 4 Vacant land approximately 10 acres in North 20,000.00 50.000`% 10 000 00 Middleton Towship, Cumberland County - , . Valued at $0,000 with 1/2 interest ownership TOTAL (Also enter on Line 6, Recapitulation) I 11,501.58 (If more space is needed, additional pages of the same size) ~ Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Faye I FILE NUMBER 21-10-0960 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 REV-1151 EX+ (10-06) COM INON~W~„AE IT DECERDEN~j-RN ANIA SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Karper, Faye I FILE NUMBER 21-10-0960 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: _ See continuation schedule(s) attached 6,818.76 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State ZirJ Year(sl Commission raid 2. Attorney's Fees John James Mooney III 6 300.00 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 194.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 315.64 See continuation schedule(s) attached .TOTAL (Also enter on line 9, Recapitulation) 13,628.90 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Kar er, Faye I 21-10-0960 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex erases 1 Ewing Brothers Funeral Home 6,276.81 2 Georges' Flowers 166.95 3 Westminster Cemetary 375.00 H-A 6,818.76 Other Administrative Costs 4 Cumberland Law Journal -Estate notice fee 75.00 5 The Sentinel -Estate notice fee 240.64 H-B7 315.64 Copyright (c) 2002 form software only The Lackner Group, lnc. Form PA-1500 ~~chedule H (Rev. 6-98) Rev-1512 EX+ (12-08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Karper, Faye I FILE NUMBER 21-10-0960 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM _ NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Alert Pharmacy 51.65 2 Encompass Inc. -Homeowner's Insurance 382.12 3 Homelnstead Senior Care -Hospice Services 1,520.99 4 Keystone Foundation -Basement repair 10,020.00 5 Millenium Phar mac y 95.13 6 Peck's Septic Service 175.00 7 PPL -Electric 867.01 8 Real Estate Appraisal 375.00 9 Robin K. Sollenberger - 2010 Taxes 1,446.54 10 Special Event Emergency Medical -Ambulance Fee 67.50 11 Troy Landis -Mowing expense 150.00 12 West Shore EMS -Ambulance Fee 122.24 13 York Waste Management -Trash Removal 142.01 TOTAL (Also enter on Line 10, Recapitulation) I 15,415.19 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1513 EX+ (11-08) COMWORE ,IIDEN~EDECEDEN~R~VANIA SCHE~UL~E ~! BENEFICIARIES ESTATE OF Kar er, Fa e I NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 1 Robert L. Karper, Jr. 1680 Williamsburg Way Mechanicsburg, PA 17055 2 Catherine M. Taylor 1395 Williams Grove Road Mechanicsburg, PA 17055 FILE NUMBER 21-10-0960 RELATIONSHIP TO SHARE OF ESTATE AIIAOUNT OF ESTATE DECEDENT (Words) ($$$) Son ~ One-half residue Daughter ~ One-half residue I I Tota Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet, as a ro riate. II• NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Scf•ledule J (Rev. 11-08) REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA Estate Of: FAYEIKARPER CERTIFICATE 4F GRANT OF LE:TT~RS No . 201 D- 00960 PA No . 21- 10- 0960 IFirsl. Middle, LosU ' Late Of : NORTH M/DDLETON TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 204-.30-6452 WHEREAS, on the 20th day of September 2010 an instrument dated April 8th 1981 was admitted to probate as the last will of FA YE l KARPER (First, Middle, lest! Late of NORTH MIDDLETON TOWNSHIP, CUMBERLAND County, who died on the 4th day of August 2010 and, WHEREAS, a true copy of the wi11 as probated is annexed hereto. THEREFORE, I, GL,ENDA EARNER STRASBAUGH Register of Wi11:a .in !and for CtJN~ERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: ROBERT L KARPER JR and CA THERINE M TA YL OR who have duly qualified as EXECUTOR(RlXJ and have agreed to administer the estate according to Iaw, all of which fully appears of record in my affi ce a t CUMBERLAND COUNTY COURT HOUSE,': CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed tY~e!seal of my office on the 20th day of September 2010. /J ~ /~J(J~/_JJ eg/ster o / v r s~~ / "1 / Deput * *NOTE* * ALL NAMES ABOTTE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTA-~~NT OF FAYE I. KARPER I, FAYE I. KARPER, of North Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be m_y Last. Will and Testament, in manner and form following: 1. Z hereby expressly revoke all Wills and Codicils heretofore made by me. 2- I hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, as soon'as practicable after my death. ~. Should my husband, Robert L. Karper, survive me :Eo:r a period of thirty days following my death, I devise and becX_u,sath the remainder of my estate to Robert L. Karper. 4. Should my husband, Robert L. Karper, predecease me or die on or before the thirtieth day following my death, T device and bequeath the remainder of my estate to my issue living on the thirty-first day following my death, per stirpes. 5. Should my husband, Robert L. Karper, predecease m.e or die on or before the thirtieth day .following my death and should I have no issue then Living, I devise and bequeath the remainder of my estate to the brothers and sisters o.f myself and my said husband, who are then living, in equal shares. 6. I nominate and appoint bauphin Deposit Bank and T:ru;st Company, Carlisle, Pennsylvania, Trustee of the share o.f any beneficiary who may be under the age of twenty-one years. TIZe income and/or principal of said trust may be accumulated or expended for the maintenance, education and support of such beneficiary as my Trustee in its sole discretion may determine; and my Trustee, in the expenditure of income and/or principal.' for such purposes, may, at its discretion, apply the same directly without the intervention of a guardian or pay the same ~ to any person having the care or control of said b~nefici~,y or SJ ~ ~ C/7 rrf •:. a ~ [~i_, i i _-1 - 1 - ~vS~ o ~ r~ D ~-~ O ~ << ~ T~ O C -Tt ~; _. - r1 ~ ~ ,~ r __......._...__.__.._..,_ ..___~_,___.,Y,.._.____-- ._ _ a ._•~ a with whom the beneficiary resides, without duty on the part: of the Trustee to supervise or inquire into the application o.f` the funds by any person to cahom any payment is so made. The balance of such inGOme and/or principal shall be paid to such beneficiary upon reaching the age of twenty-one years or to such beneficiary's estate in the event of death prior thereto. 7. I nominate and appoint my husband, Robert L. Karpe:r,as Executor of this my Last Will and Testament; and as substitute Executors I nominate and appoint my children, Catherine A?., ICarper and Robert L. Karper, Jr. 8. I direct that my personal representative and Trustee, as well as their successors, sha11 not be required to file bond. or security in any jurisdiction. IN WITNESS WHEP.EOF, I have hereunto set my hand and seal ~ this ~'~ day of April, 1981. a, C;aEAL ) 'Fay I. Karper - WTTPdESS _f • COMMONWEALTF! OF PENNSYLVAI+TIA : SS. COUNTY OF GUMBEF.LAND I, Faye I, Karper, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that Z signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary isct for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by T?aye:I. Karper, Testatrix, this p ~1, day of Apri1,~ 2981. Test rix "- !~~I~If~E :- t-i'Fr T %'.~!~, ~~~~aC.3 T ~~;R~•' t~t_1~LtC ~~ Il l~ C~~i~i 11^.":it~il ~':f::it•S ~' ,.~C1fZ~s~E ~ ~~, ~ ~0~11 • -.! COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND , We, Tom H. Bietsch and Roger !"l. Morgenthal, 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 Testatrix, Faye I. Karper., sign and e:~ce~~ute the instruument as her Last Will;that she signed willingly and that she executed it as her free and voluntary act .for the proposes therein expressed; that both of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of. ac7e, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Tom H. Bietsch and Roger M. Morgenthaz, witnesses, this April, 1981. ~ ~ d=~y; of .;/-,,,~•..(,;-~ r ;_~~_~,-~-;i_~R; ~h-aQT~.R~r i't1gLtC ~~ rT . l~ ~ Witness -- i ness - ~~ SAVINGS AGCOUNT: Account Number/Suffix Date Account Established Principal Balance et Date of Death Accrued Interest to Date of Death Total Principal and Accrued interest Name of Joint Owner Date Joint Ownership Established CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner bate Joint Ownership Established INVESTMENT SAVINGS ACCOUNT• Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established CERTfFICATES OF DEPOSIT• Account Number/5ufflx Dale Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 75375-00 02/24/1964 $1,268.07 $.03 $1,268.1 D Catherine Taylor 04!1612007 75375-91 t D/23l1998 $1,084.14 $.DO 51,084.14 Catherine Taylor D4/16/2007 75375-05 07/i 712006 $650.92 $.00 $650.92 Catherine Taylor 0411612007 75375-46 0 711 712 0 0 6' $12,502.72 $5.D3 $12,507.75 None 'Rollover from certiftcate 75375-42, originally established 07118/2001. VISA ACCOUNT: Account Number Dale Account Established Balance an Date of Death Joint Cardholder 4672090000126983 07/09lZ007 50.00 None S1VlBERS 1ST FEDERAL CREDIT UNION Danielle A.'Kfine Lending Insurance Support Specialist September 30, 2010 Estate af: FAYE E. IG4RPER Date of Death: 08!0412010 Social Security Number: 204-30-fi454 ~(;~, ~0 ~7 ! b 5000 Louise Drive • PO. Bot =r•0 Mechanicsburg,l'ennsylvania 1.7055 (800) 2$3-2328 ~~v~ume:mbers7st.org