HomeMy WebLinkAbout09-27-11 (2)1505610140
REV-1500 ~` ~°'-'°'
OFFICIAL USE ONLY
PA Department of Revenue
l T County Code Year File Number + [.~ 3
~
axes
Bureau of individua INHERITANCE TAX RETURN -~
Po Box 2sosol
Harrisburg PA 17128-0601
RESIDENT DECEDENT 2 1 1 1
_ _ ~-~--2--#
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death IVIMODYYYY Date of Birth MMDDYYW
1 9 6 L 4 3 8 8 7 0 5 0 8 2 0 2 1 0 9 1 1 1 9 2 4
Decedents Last Name Suffix Decedents First Name MI
G R E G O R J U L I A I
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Security Number
FILL IN APPROPRUITE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
® 1.Original Retum ^ 2. Supplemental Retum ^ 3. Remainder Retum (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ 4a. Future Interest Compromise {date of ^ 5. Federal Estate Tax Retum Required
death after 12-12-82}
® 6. Decedent Died Testate ^ 7. Decedent Maintained a living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credft (date of death ^ 11. Election 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 TO:
Name Daytime Telephone Number
H U G E R T X G I L R O Y E S Q 7 1 7 2 !{=, ~ 3 3: X 4 1 -,.,
-
--,
:~ r
REGISTER OFD ,J(C3:SDSE ONLY_
l~,r..r
r r. ~
- .-', _
First line of address
"~
., __ __. _
M A R T S O N L A W O F F I C E S -
a _.
Second line of address . --a
1 0 E H I G H S T
City or Post Office State ZIP Code DATE FILED
C A R L I S L E P A 1 7 0 2 3
Correspondent's e-mail address: HGILROY(u~MARTSONLAW.COM
Under penalties of perjury, I declare that 1 have examined this return, InGuding aocomparrying schedules and statements, and to Ute best of my knowledge and belief,
it is We, correct and complete. DedareUon of preparer other Uran the personal representative is based on all InforrnaUOn of which preparer has any knowledge.
StGNATl1REAF.RERSON RESPONSIBLE FOR PI4lNG RETURN .n 1~--.. /' DAZE _
ADDRESS
610 SOMERS
SI E A
RE
1D E H H S
ROAD, APT 201
OTHER THAN REPRESENTATNE
MD 21210
L,
CARLISL
PLEASE USE ORIGINAL FORM ONLY
1505610140
Side 1
15D5610140 J
~P
1505610240
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: JULIA IRENE GREGOR 1 9 6 1 4 3 8 8 7
RECAPITULATION
1. Real Estate Schedule A 1, D . D D
2. Stocks and Bonds (Schedule B) .................................... .. 2. D • D D
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3.
4. Mortgages and Notes Receivable (Schedule D) ........................ .. 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 1 1 5 3 6 2 . 1 5
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 5 2 2 9 2 . 1 5
7. Inter-Vivos Transfers & Miscellaneous Ng~Probate Property
il
i
R
D
U
~
l
equested .....
(Schedule G) u Separate B
ng .. 7. .
8. Total Gross Assets (total Lines 1 through 7) ......................... .. 8. 1 6 7 6 5 4 . 3 3
9. Funeral Expenses and Administrative Costs (Schedule H) ..... .......... ... 9.
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .......... ... 10.
11. Total Deductions (total Lines 9 and 10) ................. ........... ... 11.
12. Net Value of Estate (Line S minus Line 11) .............. ........... ... 12.
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.
TAX CALCULATION -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 _ D . D D 15.
16. Amount of Line 14 taxable
at lineal rate X .045 1 3 8 2 2 1. 5 3 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 1 D D D D D 18.
19. TAX DUE ...................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
2 2 7 0 7. 9 8
5 7 2 4. 8 0
2 8 4 3 2. 7 8
1 3 9 2 2 1. 5 5
1 3 9 2 2 1. 5 5
0. D 0
6 2 1 9. 9 7
0. D D
1 5 0. 0 0
6 3 6 9. 9 7
Side 2
1505610240 1505610240
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 11 1924
DECEDENT'S NAME
JULIA IRENE GREGOR
STREET ADDRESS
770 SOUTH HANOVER STREET
CITY
CARLISLE STATE
PA ZIP
17013
Tax Payments and Credits:
1 ~ Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments 5,500.00
B. Discount 315.78
3. Interest
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.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE.
Total Credits (A t B )
(1) 6,369.97
(2) _ 5,815.78
(3)
(4)
(5)
0.00
554.19
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 : ...................................................................... ^ Q
b. retain the right to designate who shall use the property transferred or its income; ............................... ^ Q
c. retain a reversionary interest; or ................................................................................................ ^ 0
d. receive the promise for life of either payments, benefits or care? ....................................................... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ Q
3. Did decedent own an "intrust for" orpayable-upon-death bank account or security at his or her death? ......... ^ Q
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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse i
3 percent [72 P.S. §9116 (a) (1.1) (i)].
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 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)]. 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-1508 EX + (6-96)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JULIA I. GREGOR 21 11 1924
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property iointlyowned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Utilities Employees Credit Union, account no. 339614 114,018.69
($113,993.71 + $24.98 interest) see attached
2. 1998 Chevrolet Lumina Sedan, actual sale value 1,000.00
3. Comcast, refund 36.98
4. Century Link, refund 33.80
5. 1 $100 Series EE Savings Bond 81.96
($50.00 + $31.96 interest) see attached
6. Millennium Pharmacy, refund 12.97
7. PA Department of Revenue, 2010 income tax refund 177.75
TOTAL (Also enter on line 5, Recapitulation) I $ 115,362.15
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (01-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF:
FILE NUMBER:
JULIA L GREGOR 21 11 1924
If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME(S)
A. Nancy E. Gregor
E. Hope L. Gregor
C.
JOINTLY-OWNED PROPERTY:
610 Somerset Road, Apt. 201
Baltimore, MD 21210
27 Ashton Street
Carlisle, PA 17015
ADDRESS
RELATIONSHIP TO DECEDENT
Daughter
Daughter
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DECEDENT'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTERESI
1. A. 3/2009 M&T checking 1065629 22,482.93 50. 11,241.47
see attached
2. A. 3/2009 M&T Market Advantage 15004200024335 78,536.03 50. 39,268.02
see attached
3. B. 4/2008 M&T checking 944505 1,957.49 50. 978.75
see attached
4. B. 2/1999 Members 1st savings 55103 1,607.88 50. 803.94
see attached
TOTAL (Also enter on Line 6, Recapitulation) $ 52 292.18
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (10-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
JULIA I. GREGOR 21 11 1924
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1, Ewing Brothers Funeral Home, Carlisle, PA 12,321.48
2. Cremation of pet as requested in Will 475.00
3. Funeral Luncheon 840.00
4. Carlisle Memorial Service, headstone engraving 185.00
5. Funeral Flowers 385.00
B.
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City State ZIP
Year(s) Commission Paid:
2 Attorney Fees: MARTSON LAW OFFICES (Estimated) 8,200.00
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: Cumberland County Register of Wills 260.00
5 Accountant Fees:
6. Tax Return Preparer Fees:
7, Register of Wills, filing fee, Inheritance Tax return 15.00
8. PA Department of Transportation, duplicate title fee 22.50
9. Short Certificate 4.00
TOTAL (Also enter on Line 9, Recapitulation) I $ 22,707.98
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ (12-08)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
JULIA L GREGOR 21 11 1924
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. Chapel Pointe, Carlisle, PA, account payable 3,858.85
2. Carlisle Regional Medical Center, account payable 1 150.93
3. Millennium Pharmacy, account payable 104.36
4. Vascular Associates, account payable 448.34
5. Met Ed, account payable 23.19
6. Century Link, account payable 54.86
7. Spring Road Family Practice, account payable 13.56
8. Associates in Kidney Disease, Hypertension 70.71
TOTAL (Also enter on Line 10, Recapitulation) I $ 5 724
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+ (01-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF: FILE NUMBER:
JULIA L GREGOR 21 11 1924
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).)
1. Nancy E. Gregor Lineal 90,974.16
610 Somerset Road, Apt. 201 Sch.F, Lines 1&2 + one
Baltimore, MD 21210 half estate residue
2. Hope L. Gregor Lineal 42,247.37
27 Ashton Avenue Sch. F, Lines 3&4 + one
Carlisle, PA 17015 half estate residue
3. Mary E. Frame Lineal 1,000.00
87 Earford Court
Baltimore, MD 21234
4. Martin C. Frame Lineal 1,000.00
3452 Colonial Avenue
Los Angeles, CA 90066
5. Stacy Flanagan Lineal 1,000.00
701 New Bloomfield Road
Duncannon, PA 17020
6. Barry Heckard, Jr. Lineal 1,000.00
22-17 19th Street, Apt. 32
Astoria, NY 11105
7. Clint Burkholder Lineal 1,000.00
3314 Mt. Pleasant St. SW, Apt. 33
Washington, DC 20010
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
1. 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. I $
If more space is needed, use additional sheets of paper of the same size.
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
JULIA IRENE GREGOR 21 11 1924
Decedent's Name Page 1 File Number
Schedule J -Beneficiaries -1
NUMBER
NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY RELATIONSHIP TO DECEDENT
Do Not List Trustee(s) AMOUNT OR SHARE
OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).)
8. Linda Mountz Collateral 1,000.00
645 Highland Avenue
Mt. Holly Springs, PA 17065
Diu
~1 J. IRENE GREGOR of 53 Eastwick Lane, Carlisle, Cumberland County, Pennsylvania,
declare this to be my last will and revoke any will previously made by me.
~1tem ®ne: I direct that all my debts and funeral expenses including my gravemarker shall be
paid from my residuary estate as soon as practicable after my decease as a part of the expense of
the administration of my estate.
item ~'tno:
A. I give and bequeath to each of my grandchildren the sum of $1,000.
B. I give and bequeath to my niece Linda M. Mountz of Mt. Holly Springs X1,000.
C. I give, devise and bequeath to my nephew James D. Lawson of Green Street,
Mechanicsburg. Pennsylvania the cemetery lot at Mt. Zion Cemetery, Monroe Township, Lot
320.
D. I give, devise and bequeath the rest, residue, and remainder of my estate to my two
daughters, Nancy E. Gregor and Hope L, Chambers, equally, share and share alike, per stirpes.
item ~Ijree: I appoint my daughter Nancy E. Gregor Executrix of this my last will. Should she
fail to qualify or cease to act as Executrix, I appoint my daughter Hope L. Chambers to act as
Executrix with the same rights, powers, and duties.
`' .~tem,gour: I appoint my daughter Nancy E. Gregor Guardian of any property which passes to
`~'~ any person under the age of 18 years and with respect to which I am authorized to appoint a
' Guardian and have not otherwise specifically done so. Should she fail or cease to act as
Guardian, I appoint my daughter Hope L. Chambers to act with the same rights, powers, and
duties. Guardian shall establish separate guardianship accounts and shall have the power to use
' income from time to time for the beneficiary's education, including technical and vocational
training and graduate school, travel, support, and welfare without regard to his or her parents'
- ability to provide for such education, travel, support, and welfare, or to make payment for these
purposes, without further responsibility, to the beneficiary or to the beneficiary's parents or to
~\'~ any person taking care of the beneficiary. Guardian shall administer the account until the
• beneficiary becomes 18 years of age, at which time the Guardian shall transfer the principal and
income remaining in the separate guardianship account to the beneficiary in full and the
guardianship shall be terminated. In the event of the death of any beneficiary after my decease
and prior to reaching the age of 18 years, his or her share shall be distributed equally among his
or her children, equally; otherwise to my surviving children or child, per stirpes, to be
administered in accordance with the guardianship provisions. No interest under this instrument
shall be transferable or assignable by any beneficiary, or be subject during its life to the claims of
creditors. Guardian shall not be required to file accountings with any court.
~1tem~[be: All estate, inheritance, succession, and other taxes, imposed. or payable by reason
of my death, and interest and penalties thereon, with respect to all property comprising my gross
estate for tax purposes, whether or not such property passes under this will, shall be paid out of
the principal of my residuary estate, without apportionment or right of reimbursement.
3Jtem ~tx: I direct that my personal representative or guardian shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
~ltem Sieben: In addition to the rights and powers given to the fiduciaries by law or elsewhere in
this will, I give to my Executor during the full time necessary for the administration of my estate
the following rights and powers to be exercised in his or her sole discretion.
A. To retain any real or personal property which may at any time form a part of my estate so
long as he or she deems it advisable.
B. To invest in any real or personal property without restrictions to legal investments.
C. To repair, alter, improve or lease for any period of time any real or personal property and
to give options for leases.
D. To sell at public or private sale, for cash or credit, with or without security, to exchange
or to partition, to mortgage or pledge real or personal property, and to give options for
leases.
E. To make distribution in kind.
F. To compromise claims.
IN WITNESS WHEREOF, I have hereunto set my hand this 17`h day of May, 2001..
~~ r
~iigtteb _
J~ Irene Gregor
The preceding instrument, consisting of this and two other typewritten pages each identified by the
signature of the Testatrix was on the day and date thereof signed, published and declared by the
Testatrix therein named as and for her last will, in the presence of us, who at her request, in her
presence and in the presence of each other have
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss
We John H. Broujos and ~ S f e{'~ -~ ,witnesses whose names are signed to the
attached or foregoing instrument being duly ualified according to law, do depose and say that we
were present and saw the Testatrix sign and execute the instrument as her last will; that she signed
willingly and executed it as her free and voluntary act for the purposes therein expressed; that each
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 the time 18 or more years of age, of sound mind and under no
constraint or undue influence.
Sworn and subscribed to before
me ~s 17th day of Ma , 2001.
N TARY PUBLIC
Notarial Seal
Bridget Ann Corcoran, Notaryo~~~c
My CommBS on Expir~eslJunde 10, 2002
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
~_
5'
r
ss
I J. Irene Gregor whose name is signed to the attached document, having been duly qualified
according to law, do hereby acknowledge that I signed and executed the instrument as my last will;
that I signed it as my free and voluntary act for the purposes therein expressed.
,'
7. Irene Gregor, Testatrlx~
Sworn and affirmed to and
acknowledged before me
this th day of May, 200 .
CX/
NOT RY P LIC
Notarial Seal
Bridget Ann Corcoran, Notary Public
Carlisle Born, Cumberland County
My Commission Expires June 10, 2002
Utilities P.O.Box14864
Reading, Pa 1 96 1 2-4864
Q Employees (b 10) 927-4000 • (800) 288-6423
Fax (610) 927-4009
Credit Union Advantages@uecu.org • www.uecu.org
June 28, 2011
Martson Law Offices
Att: Victoria L. Otto
10 East High St.
Carlisle, PA 17013
Dear Ms. Otto,
flee account of Julie Gregor was established October 10, 1997. The account number is
339614. The account is in Julia's name only. The balance at date of death is
$113,993.71 and the accrued interest is $24.98. ,There are no safe deposit boxes or any
other account. If you have any questions, or require additional information, please call
me at 800-288-6423, extension 4020.
Sincerely,
Mena Feltenberger
Deposit Services Specialist
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499 Mitchell Road, Millsboro, DE 19966 Adjustment Services
Phone 888-502-4349
F ax (302) 934-2955
June 29, 2011
Manson Deardorff Williams Otto Gilroy and Faller
10 East High Street
Carlisle, PA 17013
Re: Estate of Julia Irene Gre>?or
Social Security: 196-14-3887
Date of Death: May 08, 2011
Dear Sir or Madam:
Per your inquiry on June 24, 2011, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1. Type of Account
Account Number
Ownership (Names oj~
Opening Date
Balance on Date of Death
Accrued Interest
Total
2. Type of Account
Account Number
Ownership (Names oj~
Opening Date
Balance on Date of Death
Accrued Interest
Total
Checking Account
944505
J Irene Gregor
Hope L Chambers
04/03/08
$1, 957.49
$ .00
$1957.49
Checking Account
1065629
J Irene Gregor
Nancy E Gregor
03/13/09
$22,482.93
$ .00
$22, 482.93
MEMBERS 1st
FEDERALCREDTT UN[ON
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
Estate of: J. I. GREGOR
Date of Death: 05/08/2011
Social Security Number: 196-14-3887
55103-00
10/16/1979
$3,215.61
$.15
$3, 215.76
Hope L. Gregor
02/16/1999
EMBERS 1sT FERAL REDI U ON
Danielle A. Kline
Lending Insurance Support Specialist
June 29, 2011
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania "17055 (800) 283-2328 wwwmembers 1 st.org