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HomeMy WebLinkAbout09-26-11 (2)1505610101 REV-1500 Ex(o1_IO, PA Department of Revenue Pennsylvania Bureau of Individual Taxes °"<a,ME"'° a OFFICIAL. USE ONLY PO BOX 28o6oi INHERITANCE TAX RETURN Cou de Year Harrisburg, PA 1')128-o6oi File Number ENTER DECEDENT INFORMATION BELOW RESIDENT DECEDENT oZ I ( ( Q ~ 5 Social Security Number Date of Death MMDDYYYY 8 t II ~ -7 ~ a ' © I o ~ a ~ I I Dategof Birth MMDDYYYY Decedent's Last! Name Q 1 ~ ~ ~ ~ ~ C~. 0 ~ ~ C Suffix Decedent's First Name t JM(~I (If Applicable) Enter Surviving Spouse's Information Below ~ O ~ O T ~ ~ ~ 1 Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE OVALS BELOW REGISTER OF WILLS ® 1. Original Return O 2. Supplemental Return O 4. Limited Estate O 3. Remainder Return (date of death O 4a. Future Interest Com romise (date of Prior to 12-13-82) death after 12-12-82) O 5. Federal Estate Tax Return Required O 6. Decedent Died Testate (Attach Copy of Will) O ~• Decedent Maintained a Living Trust v O 9. Litigation Proceeds Received (Attach Copy of Trust) 8• Total Number of Safe Deposit Boxes O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. AL CORRESPONDENCE AND CONFIDENTIAL TAX INF Name n ORMATION SHOULD BE DIRECTED T0: J IT ~ ~ ~ hl K U ~ ~'~- ~ ~ Q ~ Daytime Telephone Number alb 5b~5:~~9 -_ REGISTEILLS USA-ONLY ~7 First line of address ,' =r, ~:•-, . , ;-*-, -7 ~- r7 ' ~ ~ R ~ ~ i U~ ~, ~~ Second line of address l" ~" r';, c, ; :~. z __ , City or Post Office '"~ - ~ .. ' - , t} U N 'r t N State ZIP Code ~__ DATE FILED,-. ~'~ ~ .~ u ni V L ~ ~° t1 ` o ~ ~ - Correspondent's a-mail address: ~(9C t}JrLJOS a~- ~ ~dti7 J/r Under penalties of perjury, I declare that I have examined this return, including accom ~ y~e hedu' es and statements, and to the best of it is true, correct and complete. Declaration of parer other than the personal representative is based on all information of which pre arer h RE OF RSON ESP IBLE F FILING RETURN _-~°' my knowledge and belief, _ P as any knowledge. AD` ~ SS ~ -^ ~ U ~ S -_® -- DATa~ _ vld SIGNATURE OF PREPARER OTHER THAN REPRESENTAT~ v ~ r 1 ~ ~ ~O ~~~- ~' 1'~ ADDRESS ~~~` _°" ""~-°----- ® DATE FORM OINLY Side 1 1505610101 1505610101 J 1505610105 J REV-1500 EX Decedent's Social Secu Tty Number _._----- Decedent's Name. -- - -- - - _~ RECAPITULATION 1 .... 1. Real Estate (Schedule A). .. 3 2. Stocks and Bonds (Schedule B) . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . ~ ~ • 4. 4. Mortgages and Notes Receivable (Schedule D) . a9 3g3.n~ Schedule E). 5. 5. Cash, Bank Deposits and Miscellaneous Personal Property ( • 6 6. Jointly Owned Property (Schedule F) p Separate Billing Requested .. _ ~ O ~ ~ Q 7. biter-Vivos Transfers & Miscellaneous Non-Probate Property / O Q ~ ~ • p Separate Billing Requested. 7' S (Schedule G) k~ o 8. ` C g. Total Gross Assets (total Lines 1 through 7) .. r ~~ • 9. g. Funeral Expenses and Admirostrative Costs (Schedule H) ... ~ i0. 10. Cebts of Decedent. Mortgage Liabilities, and Liens (Schedule I) 1? . Total Deductions (total Lines 9 and 10) .. ~ r7 ~ C (~ a. 12. ( J 12. Net Value of Estate (Line 8 minu =Line 11) . _ f • 13. U 13. Charitable and Governmental BequestslSec 9113 Trusts for whic an election to tax has not been made (Schedule J) ~ ~ ^ ~ ~,1 • ~ f 14. `? V l 1<1. Net Value Subject to Tax (Line 12 minus Ling 13) TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Arnount of Line 14 taxable at the spousal tax rate, or 15. • transfers under Sec. 9116 S 7 a C 0~~ 16. 16. Amount of Line 14 Taxable l J at lineal rate X .0 ~ • • 17. ?7. Amount of Line 14 taxable at sibling rate X .12 • • 18. ?g. Amount of Line 14 taxable ~ ~ ~ ~ •'^ at collateral rate X .15 0_ '` . 19. ................ 19. TAX DU O 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610105 1505610105 REV-1500 EX Page 3 Decedent's Complete Address: File Number ~O r0 "}~ STREETADDRESS - ~ ~~-~-5-- - -- - - --- - - lG0 ~e>n-~-Cr-ee{~ ~ lv~ clTV -_ -- ---- {~/1 - - Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount -_ - --- __ 3. Interest __ - STATE 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. Total Credits (A + g ) - -;ZiP l~osS c1) ~ , ~ 07, 7~ (2) C (3) (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE . (51 _ ~ i (OQ ~~ 7 Make check payable to: REGISTER OF WILL S, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE 1. Did decedent make a transfer and: APP ROPRIAT E BLOCKS a. retain the use or income of the property transferred :............... b Yes No . retain the right to designate who shall use the property transferred or its income : ............................................ c. retain a reversionary interest; or ............................. ........ . d. receive the promise for life of either payments, benefits or care? 2 .................. ................................................. . If death occurred after Dec. 12, 1982, did decedent transfer property within on e ye;3r of death without receiving adequate consideration? ............................................................................................................. 3. Did decedent own an "in trust for" orpayable-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 P For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net v ART OF THE RETURN. 3 percent [72 P.S. §9116 (a) (1.1) (i)]. alue of transfers to or for the use of the surviving spouse is For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivin [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 disci filing a tax return are still applicable even if the surviving spouse is the only beneficiary. 9 spouse is 0 percent osure of assets and 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 ar younger at death to or for the use of a n 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 r atural parent, an 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. 911 pe cent, except as noted in Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. § 6(a)(1.3)]. A sibling is defined, under ,REV-1503'EX+ (6-98) ~, ~` COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT CCTATr n ITEM NUMBER 1. ~, SCHEDULE B STOCKS & BOLDS I • ~ ~ ~ c, FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. l ~~~~rnr i IUN VALUE AT DATE ~'v~ ~ C ~l~ n~~ p F ~ 6~ 1 ~,~ C~ ~ ~~ r ~OF DpEATHp~ wtES tt- ~ tiC~-r~,~ Yl~ v T~ f~ t. .~ -~ v e S ~z~ r~ ~i4~ ~i- X > ~ l 5 ~ -7 a 7, _ _____ TOTAL (Also enter on line 2, Recapitulation) I $ a ~ / '~/_ ~c3- (If more space is needed, insert additional sheets of the same size) '~ ~_---- REV-1508 EX a (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF ~D rt~ ~ 1~ l U b lUs FILE NUMBER Include the proceeds of litigation and the date the roceeds were received b the estate. All roe ~ 1 ! I ~ 3 ITEM p y P P rty jointlyowned with the right of survivorship must be disclosed on Schedule F. NUMBER DESCRIPTION VALUE AT DATE ~ F~ l'~71 3~ OF DEATH K ~~~' t~a~e ~c<o,v,Jt 3 (o „13 ' O-J fJOCj ~ ~ F~ I J-i3-Y- ~ ~ ~ ~ Cep-~'~ ~`~ ~a~P a~ ~e s ,~ o ! 8 - o a.6 g t ~ ~ 3 , o a g, 3 ~ d-+~ eon S ~ZrS o /la 0 ~ ro 500 , 00 TOTAL (Also enter on line 5, Recapitulation) I $ ~ (~ ~~ 3 ~ U (If more space is needed, insert additional sheets of the same size) RtV 1510 EX.(1-97 I .`~„' J~ _ COMMONWE~.LTH 2f PENNSYLVANIA INHERI--FENCE ' L.X RETURN ~ RES'D_NT De':CEDENT ESTATE 0~ -~ ----- ~ _'"~~~1-y ~ . ebbs SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER This schedule must 5e completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 C a I ' I - DESCRIPTION OF PROPERTY OVER SHEET is yes. ITEM INCU"J= THE VF^Ae' pF -N,_ TRgNSFEREE, THEIR RELATIONSHIP TO DECEDENT AND Th'E DATE OF TRANSFER. JMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. % OF D,4TE OF DEATH DECD'S 1' ~y~d l~f ~d.va I J~ _ ~1 ~ ~e~~ VALUE OF ASSET INTEREST EXCLUSION TAXABLE VALUE 1 I`~ /~ /' ~ D ~ ~~ IF APPLICABLE ~ a-57oac~p~15~7d3~S~?-`j- ~ c~~~3a.°~ goo - ~ o ~ ~. S X41 °~~ o~ ~ ~ ~3~ 8~ 01 ~f,13~. ~ ~e ~ e-~, c ~ ~ r ~ es 1 ~~v, s-~-eFrc.ee5 ti~~y ~b~ -~ ~,~- ~ 11 ~~ «~~.- ~ ~ ~ ~~~~- -~ -~-Y-~~~s ~,~~. ~,~j ~s+ a ~ a~~ ~ in e uz l S~areS J U TOTAL (Also enter nn line 7, Recapitulation) I $ S J ~ ~~ ~ 9 ~ (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ X10-pE) ,a% COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESICENT DECEDENT G[+T -- SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ~~~h~~ ~r~~ ~ J'J ~'D ~ k.c.l ,~ . ~ ~ ~j S FILE NUMBER ---~- a ~ -- I l- a 3 5~ Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION 1 ~ AMOUNT ~3a. B. ADMINISTRATIVE COSTS: ~ Personal Representative's Commissions Name of Personal Representative(s) Street Address O 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) O Claimant D - Street Address City _ ----- State Zip Relationship of Claimant to Decedent 4. Probate Fees 5 X10. $o ' Accountant's Fees O 6. Tax Return Preparer's Fees ~ ~ . (,~ t 11~a-n ~ ~ ~a-vis sit e.I~ - t! e a~l d 9 ~ -~-~z_-hs I ~ ~ . so a~a TOTAL (Also enter on line 9, Recapitulation) I $ ~r~`~ ~ e (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ 02.03) SCI~IEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENpT INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIEPIS RESIDENT DECEDENT ESTATE OF - ~ ~~~ ro ,~- ~ l~ ~ ~s FILE NUMBER Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimburse~ jdica re(penO ITEM NUMBER DESCRIPTION VALUE AT DATE i~ ~ l r ~ ~ I _ f S1 ~ OF DEATH ~ ~~5, TOTAL (Also enter ~m line 10, Recapitulation) $ 9 sg~ (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF - D rD NUMBER I 1. a 3. ~. II SCHEDULE J BENEFICIARIES FILE NUMBER a~- ~r-b35~ RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE ~ ~ ~b.~s NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] ti~-~~y ~hbs lam f3ucK~v~~~ k~oA-~, r! oN~o~J N I 41'E FN~„ -Joh+~ (~(uCt~ twos ITS Qro~~t-#- ~r-rv~i ~c~~'~~~u~d-0n, I~iFI~~~ 19ao~, d3~o Carr-o ~/n~( RQ,~ ~w ~P D, D><~,~, P~ t~3~a 3540 ~t~+( ~ 1~1[lou, R~-~~ t7o~w-~~ P~ l~3t~ 3~ ~ L(~i ~[o W ~~ I -~t~l~l TE(~ ~Dm~G-r~ T~Z ~~U~~ ~~~-~~~ Grp ~,dso~ ~o``~", P~ 1~3(5~ ~ran~a,v D/ ~ °l G ~ °l a-o ~/ l a °~ `a ~~o ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, 0 I REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15nn rnvGO eurrT .~ (If more space is needed, insert additional sheets of the same size)vv ~ 1 V' ICC 1 I ~ i O Q c0 N .~ L Q. Q Q a~ i O Q O a 4 1 w O CD V N a 7 Z C 0 U U Q W y ~ C .y 6a ~ p LL0 V) ~ C'^ L 'O op L ~ ~ U j:. O y 0 0 0 C op N ~ N ~ N cD N In ch ~ ~ ch Z~ ~ N ~ M r ^ O ~ ~ ^ M ~ ~ W ~ W .- O cD Q O N N O \ ~ ~ O O ~ O O O Z Z 1 v y o_ ~ t N r ~ ~ ~ ~ N n O rY O N n ~ W y• U U~ r O _~ y Y ma=m ~ ~axicm ~ u co ~ y C C 7 L .~ (D «~.. f0' OQ~ L L (Y ~ P. ~ O O~ 7 7 V Q O a N ~ N O L X ~~US 'a' W 00 ~Q~F-WW ~ ~; 00 00 00 0 0 0 0 0o c. ° ° O O o A ~~ ~ N N N N N N ON N 6 ~ ~ ~ TO p A v' ~ O N N N N N N a ~ M a N N N W O O O ~ a p ~ ~ N p ~ O N N o u Z ap Z Z Z Z Z ¢ Q Q Q Q ¢ ¢ Q G.C Z Z Z Z Z Z Z Z A ''' ~ N O M (O m O O N ~ N ^ • ~ ~ ~ (OD N ^ N h . - ~ C .N - '- M ~ ~ r la > V ~ ~ ~ co Q C = ~ O ~ f ~ ~ ~ M ~ n V ^ N N O O to R L 7 ~ O' a ADM# >- ~ SYN# O O oo at ~ W O ,o N ~ o °~ O o cn r~ O m O~_ ~ _Q coo o °°° °°° .°-° ~ rn °° ~ °~~° o 0 0 m O V~~ E" Z w ~ rn rn v c`ro ° ~ ~ ~,~ ~ in2?o~ M Q g U o~ Q U m cv p, ~ E ~ ~' w c Z? o= e ~ v c y no = tai o ~ •~^ N U G t¢iU05 ~ •`' O o Q ~ G ~ N Q ~ ~ M U ~- v ~.'' ~ w .? ~ ~ U 0 z ~ _ Q V _N N N ~ ONj O c7 N lid N vi ~ N N I~ M ~ ~ O ~ N W CD V N O p W O J N N N ~ O N N ~ ~ ~ O O O N Q Q Z Z Z M ~ ~ O M N N M N N ~ N M V ~ N N M a rn Q ~ °> Z ~ o O ~.- w z Q O O Z' fh O M F- rn c~ z _ _ Q cn ~ Q Q N ap ~n 0 N O N 0) fQ w - o ~ o e (~ w v v 0 co v N d a E 7 Z c 0 U U a L ~ L . . U >. p vv., ;QZ o M V p M ~ ~ N N N Q O ~ C ~ U ~ _ N M N p j ~ W ~ tY ^ 1~ ~ V ~ O ~ p N N 3~rnrn o 0 ~oooZZ _ .Y v y n myU y N y Y o°'"m ~ 5 . p x a yom ~ d „ d~ O p a~ ~ L ~ ~ ~ a U 3 » o 0 Q o. ~n ~ ~ ~~~ ~WW ~ o°o 0 0 0 0 0 0 0 0 0 0 ~ td 7 N A Q' M N M N ~ N M N O N O N O N O N p N ~ N N C~ M CO ~ N N N N N N .-- O O O rN- OM O 0 .N- •y„ .` Q z g z a z a z a z a z a g z z Z ~ A °" z z N y O O ~ O O ~ M f") M O O U N N .-- N N N N N N N Q N L R ~ M O V O pNj ~ ~ ~ W .C ~ ~ ~ N , M O L N N N N `~ ea o ~ as ADM# >- ~ SYN# O O o ~ p LLl N ~ M ~ ~ N (Op ~ O ^ ~ n p) m~~ _ L O O W CO CO n O O C N ~ UO ° y F n n ~ CVp W O N ~"~ ~ ^ M d d m ~ a p~ m m c Z > o ~ v~y~no c 0 ~ '~ O U ~ U G • ~UOSQ L v a ~ •y A ° ~ • ~ o L c u ~ ~ d ~ ~ ~ a N co O N N O) v 0 N N D) a - ~.ilt~n. Bank ~~ LISTENING IS JUST THE BEGINNING.'" DOROTHY W HOBBS 4 BIG DAM RD DILLSBURG PA 17019-9758 1057 0018 21175 Y STATEMENT OF ACCOUNTS 3623-07005 STATEMENT PERIOD FROM THROUGH 12-24-10 1-25-11 0 PAGE 1 OF 1 0 ENCLOSURES 0 FULTON RELATIONSHIP BANKING HERITAGE ACCOUNT PREVIOUS ACCOUNT: 3623-07005 STATEMENT BALANCE CREDITSS/ CHECKS 2,137.38 4 DEBITS/ 1 SERVICE ENDING 2,880.04 3,000.00 FEES BALANCE 10.00 2,007.42 INTEREST PAID THIS YEAR ACCOUNT/INTEREST INFORMATION .11 DATE ACTIVITY DESCRIPTION REFERENCE 12-24 01-03 BEGINNING BALANCE US TREASURY 303 SOC SEC 010311 00077900000 01-06 R, ETq(I~BINTERNET PMT 00077900000 01-21 11 ROBC LIMITED PqR DEPOSIT 01-25 DEPOSIT 00409507260 01-25 SERVICE FEE 00431404500 01-25 01-25 INTEREST CREDIT ENDING BALANCE :t Yt Yt DEPOSITS/ CHECKS/ CREDITS DEBITS BALANCE 891..00 2 ,137.38 3,000.00 3'028.38 1,922.93 28.38 66.00 1,951.31 .11 10.00 2,007.42 2,007.42 ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FRC>M 12-24-10 THROUGH 1-25-11 Yt Yt it AVERAGE PDAILYTCOLLECTED BALANCE INTEREST EARNED •10% 1,233.55 .11 Yt Yt Yc SERVICE FEE DISCLOSURE FROM 12-24-10 THROUGH 1- Yt Y: Yt REGULAR MAINTENANCE FEE 25-11 10.00 TOTAL SERVICE FEE 10.00 SERVICE FEE BALANCE INFORMATION FROM 12-24-10 THROUGH 1-25-11 AVERAGE LEDGER BALANCE 1,233.55 AVERAGE COLLECTED BALANCE MINIMUM LEDGER BALANCE 28.38 MINIMUM COLLECTED BALANCE 1,233.55 28.38 X DIRECT FULTON BANK, N.A. INQUIRIES T0: PO BOX 504 EAST PETERSBURG, PA 17520-0504 TELEPHONE: 717-581-3000 OR 1-800-FULTON4 FW~an Bank, 1`.A. blembu F. D.f.C. tultonbanA.com Page 1 Page 1 Time Deposits Display Main Page 1 of 1 Time Deposit Display Main TDDMain 1057 09/15/11 830 ACCt 018-0268184 f Alpha key HOBBSDW.01 Product T464 STATEMENT REDEEMED Balances Face amount Dates 25,839.93 Branch Compound value 00018 Issued 04/14/2011 0.00 Officer 500 Maturity 04/14/2012 Opened 04/14/2009 Last int payment 05/10/2011 Next int payment 05/10/2011 Initial deposit 64, 000.00 Last activity 05/10/2011 Last principal change 11/16/2010 Recalc effective date 05/10/2011 Interest Information Rate (RRN) _-Redemption Informati on----- Accrued int 0.8000% Redemption amt Int adjustment 0.00 .Redemption date 25,854.66 Last int paid 0,00 Code/Check nbr 05/10/2011 Total penalty 14.73 P/24376 Account type 0.00 Signature locator VISUAL TIME ACCOUNT TDDHoIds TDDIKDisb TDCStmt TDDInt1 TDDMisc1 TDDHist TDDHistMone CFD y BPTotRel --. Comments exist. Select Client/CRF window to see them. GN95000117 http://linx. sourceone. fis erv. com/default. sph/merlin. class 09/16/2011 Kuchinos, David M. From: Sent: To: Subject: Attachments: Gaus, Leslie [LGaus@fultonbank.com] Friday, September 16, 2011 1:56 PM Kuchinos, David M. RE: Estate of Dorothy Hobbs Hobbs Statement Dec 2010.pdf; Hobbs CD Balance.pdf David, Here is the statement showin since the beginning of Januaryg. the end of December, beginning of January. The CD balance had been the same Thanks, Leslie From: Kuchinos, David M. [mailto:Kuchinos@BlankRome.com] Sent: Friday, September 16, 2011 11:50 AM To: Gaus, Leslie Subject: RE: Estate of Dorothy Hobbs David M. Kuchinos ~ Blank Rome LLP One Logan Square, 130 North 18th Street ~ Philadelphia, PA 19103-6998 Phone 215.b69.5729 Fax 215.832.5729 Email Kuchinos(c~BlankRom_ From: Gaus, Leslie [mailto LGaus@fultonbank.com] __.w_,._ Sent: Friday, June 03, 2011 9:33 AM To: Kuchinos, David M. Subject; RE: Estate of Dorothy Hobbs Good Morning, David: Social Security is needing $3564.00 credited back to them; You can ju;;t mail a check a able t I will forwarded it to our ACH dept. where they will send it electronically back to the US Trea o Fulton Bank and it to the our address here at the branch: sury. You may mail Fulton Bank Atten:Leslie Gaus 1423 S Market St Mechanicsburg, PA 17055 Thanks, Leslie From: Kuchinos, David M. [mailto:Kuchinos@BlankRome.com] Sent: Friday, June 03, 2011 8:46 AM To: Gaus, Leslie 1 ...~.. rvrt~ Retirement Statement DOROTHY W gOgBS 01/01/2010 4hru 12/31/2010 Time pePosit s These deposits are FDIC insured up to $250,000 per ~ SUMMgRy posi tor. Amount Number Certificate 257020099903879 Type 257410 60 MO AND UP 0905616 Baiance as of /31/2010 Maturely Interest t d _ __ 30 60 Total ~---~-_ MO AND UP ~ $ 4,132.07 a e 03/25/2011 rate enterest paid this statement - '--~ ~._---- ~ ACTIVITY _ ---'~-- S 912. ----~-- _ ~ $ 5044.91 5.310 9(, 05/05/2017 --~___ 3.970 96 period $ 213.68 Account Nu tub $ 2s1.r,~ er: 27020099903879 Date ~~~ /01/2010 Opening Balance 03 /31/2010 Interest 06/30/201p Interest Add Subtract ~, 09/30/2010 Interest 12/31/2010 51.64 _ Interest _ 12/31/2010 '2.90 _- g 61911ce~-----.._~ _ 54.20 Account Numb `~-- - -~ ___ - ----` ---'-- 54 94 er. 257410090561630 Date " ~ --~-L ----~--- ' Descre 01/p1/2010 Opening Bal ance _- 03/31/2010 Interest 06/30/2010 .~, Interest 09/30/2010 ,odd Subtract Interest 11/15 /2010 Mist Interest C 12.10 12 :36 redit 11/15/2010 Payout Distribution 12 31 / /2010 I . 12.61 _ _ _ nterest 12/31/2010 Cb i -' -- ~ 6.36 s -~,____ ~-~__ ~ 8$lence -.__ ~ ~_ _ 4.55 365.13 Wachovia Bank is a division of Wefls Fargo Bank N.A. 0718` 0 14 1822 13I231TdNN NNNNNNNN OUO002 R215R2TA Page 3 of 3 Interest paid this year $ 213.68 $ 47.98 $2 ys ~ Bafanae $ 3,918.39 $ 3,970.03 $ 4,022.93 $ 4,077.13 $ 4.132.07 $$ 4,y Balance $1,229.99 $ 1,242.09 $ 1,254.45 $1,267.06 $ 1, 273.42 $ 908.28 $ 912.84 $ 129129 -84 Page 1 of 1 ,ccount D~tail -Image ,~.' ~.ceouaats Ts-~nster Faands ..:aura Su,~,rary FultonBank Lt57Et[MG i5 ~lU4T THE. 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Information on this site is a representation of your accounts and updates may occur more than once a day. hops://www2.site-secure.com/TekPortfolio/servletlTP_UI_Controller O 1 / 19/2011 HOLLY FLICKER 4 BIG DAM RD. DILLSBURG, PA 17019 i'AY TC~ THI: //j (~Rll~.K C}F ~~ u 3 ~.~1 ~~Il']~ , LISTENING !S JUST THE BEGINNING.s" MEMO _ ,_ ~:03L30L422~: 3622 6342911' L ~3 1B 1569 llAT~ ~ ~/ r . /D~, ~ t aw.~a s..NR DOLLARS ' ~~/U~~l 362263429 1569 $109.51 01/25/2011 30831445 ~ 0 ~-' ~ 1- j ~ ~ ~ ~ ~ ~ ~ , ~ ~ ~ ,d O ~ ~ ~ ~ ~ ~ ~ N' ~ I N I-h 362263429 1569 $109.51 01/25/2011 30831445