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HomeMy WebLinkAbout04-20-12 150561014D REV-1500 EX (°'-'°' PA OFFICIAL USE ONLY Department of Revenue Bureau of Individual Taxes Coun Code Year ~ File Number Po Box 28oso1 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 2 0 1 1 8 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 1 2 1 2 0 1 2 1 1 1 8 1 9 2 1 Decedent's Last Name Suffix Decedent's First Name MI E P P L E M A N C A T H R Y N E L (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 O 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) QX 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 Credit (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 I V O V O T T O I I I 7 1 7 2 4 3 3~~ 4 1 First line of address M A R T S O N L A W O F F I C E S Second line of address 1 0 E H I G H S T R E E T City or Post Office C A R L I S L E State ZIP Code t~ ~-._ REGISTER9~ LS USE t~NLY ~-; ~~ =Z1 .. -r r7 - `i.> r-- ;- ~ . , - . ~r _ , r.: i --a~ -.. -- -, ,, .. : --; - -~ ~ r a -~~~ '-1 .. r ~ - z.- ,. DATE FILED '~" P A 1 7 0 1 3 Correspondent's a-mail address: IOTTO(u~MARTSONLAW.COM Under penalties of perjury, 1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is try correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. _,~ SIGNA E Of~PEI~b`aN, SPONSIBLE~ F}LI~~ETJ}RN ~ FDA ~ ~ _ /' ADDRESS gc 456 PINE^,ROAD GARDNERS PA 17324 SIGNAT E OF P EP RE TH R THAN REPRESENTATIVE DATE 10 E HIGH STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610140 1505610140 ~; Continuation of REV-1500 Inheritance Tax Return Resident Decedent CATHRYNEL.EPPLEMAN 21 12 0118 Decedent's Name Page 1 File Number Correspondents Name First line of address Second line of address City or Post Office Correspondent's a-mail address: State ZIP Code Daytime Telephone Number 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 ' e, correct and complete. D tion of preparer other than the personal representative is based on all information of which preparer has any knowledge. Rt= OF f~OI~R£S IB E FOR FILING RETURN DATE Y _ Z ~ _~Z 2901 ERLY ROAD ELLIOTSBURG PA 17024 Name First line of address Second line of address City or Post Office Correspondent's a-mail address: State ZIP Code Daytime Telephone Number 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 infomtativn of which preparer has any knowledge. SIGN~TUR~ OF PEIj,SON R~SPON$t~LE F~ RETURN pA~ ~ Z~ ~~ Z ADD/uR~E'.SxnS/JX~„ _V_` `df~,,~, fb`~~71•,],t/~) 4232 CARLISLE ROAD GARDNERS PA 17324 1505610240 REV-1500 EX Decedent's Social Security Number ~ecedenrsName: CATHRYNE L• EPPLEMAN RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. 2. Stocks and Bonds (Schedule B) ...................................... 2• 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ...................... .... a. 5 1 6 0 5. 3 1 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)... .... 5. 5 6 2 0 . 3 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ... .... 6. 3 3 8 . 5 5 7. Inter-Vivos Transfers & Miscellaneous NQp;Probate Property (Schedule G) u Separate Billing Requested ... .... 7. 8. Total Gross Assets (total Lines 1 through 7) ................. ...... .... 8. 5 7 5 6 4 , 1 6 9. Funeral Expenses and Administrative Costs (Schedule H) .............. .... 9• 4 4 5 8 . 3 2 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ......... .... 10. 1 4 0 0 • 0 0 11. Total Deductions (total Lines 9 and 10) ........................... .... 11. 5 8 5 8 . 3 2 12. Net Value of Estate (Line 8 minus Line 11) .......... 12. 5 1 7 0 5 . 8 4 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 14. an election to tax has not been made (Schedule J) .. Net Value Subject to Tax (Line 12 minus Line 13) .. .......... .......... ... ... ...... ...... . 13. . 14. 5 1 7 0 5 . 8 4 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.o _ 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate x .045 5 1 7 0 5. 8 4 16. 2 3 2 6. 7 6 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 1 g, 0. 0 0 19. TAX DUE .................................. ........... .. ....... 19. 2 3 2 6• 7 6 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505610240 1505610240 J REV-1507 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF FILE NUMBER CATHRYNE L. EPPLEMAN 21 12 0118 Ail property jointlyowned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Note dated 1/21/2011; Maturity date - 5/27/2027; Face Value - $54,000.00; Interest rate - 3%; 51,605.31 Lender - Cathryne L. Eppleman: Borrower: Jon P & Kimberly M. Michaels Property address: 4177 Carlisle Road, Gardners, PA 17324. See attached TOTAL (Also enter on line (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (11-10) Pennsylvania ~ SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: CATHRYNE L. EPPLEMAN 21 12 0118 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Adams County National Bank savings 9000224365 3,478.36 ($3,478.16 + $.20 interest) See attached 2. Adamsn County National Bank checking 603449 1,673.88 ($1,673.84 + $.04 interest) See attached 3. Cumberland County PA, retirement benefit due on date of death 55.25 4. Aero Energy, refund 412.81 TOTAL (Also enter on Line 5, Recapitulation) I $ If more space is needed, insert 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 CATHRYNE L. EPPLEMAN 21 12 0118 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Dugan Funeral Home, Bendersville, PA 2. Funeral Luncheon B. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address 2 3 City State ZIP Year(s) Commission Paid: Attorney Fees: Martson Law Offices Family Exemption: (If decedents address is not the same as claimants, attach explanation.) Claimant Street Address _. 4. 5. 6. 7. 8. 9. City State ZIP Relationship of Claimant to Decedent Probate Fees: Cumberland County Register of Wills Accountant Fees: Tax Return Preparer Fees: Groups Tax and Payroll Service (preparation of 2011 personal income tax returns) Cumberland County Register of Wills, filing fee, Inherimace Tax return Adams County National Bank, safe depoist box inventory fee Additional Probate fee 260.00 237.82 3,630.00 145.50 85.00 15.00 40.00 45.00 TOTAL (Also enter on Line 9, Recapitulation) I $ 4.458.32 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 CATHRYNE L. EPPLEMAN 21 12 0118 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. Cumberland Crossings, account payable 820.00 2. RE/MAX Gettysburg, account payable (appraisal fee for nursing home application) 395.00 3. Darryl Guistwite, D.O., account payable 140.00 4. PA Department of Revenue, 2011 PA40 income tax due 45.00 TOTAL (Also enter on Line 10, Recapitulation) 13 1 400.00 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) pennsylvania ~ SCHEDULE J DEPARTMENT OF REVENUE I BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT - - ESTATE OF: FILE NUMBER: CATHRYNE L. EPPLEMAN 21 12 0118 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, Carolyn J. McKenrick Lineal 17,235.28 456 Pine Road Gardners, PA 17324 2. Patricia Ann Wright Lineal 17,235.28 2901 Erly Road Elliotsburg, PA 17024 3. Allen L. Eppleman Lineal 17,235.28 4232 Carlisle Road Gardners, PA 17324 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 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: 1. B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT I, CATHRYNE L. EPPLEMAN, of Dickinson Township, Cumberland County, Pennsylvania, do hereby make, publish and declare this to be my Last Will and Testament hereby revoking any and all former Wills or Codicils by me made. 1. I direct my personal representative hereinafter named to pay all my ,just debts, funeral and testamentary expenses as soon as convenient after my death. 2.~ I give, devise and bequeath all of my estate, both real and personal property, unto my husband, CHARLES L. EPPLEMAN, absolutely, and I hereby appoint mq said husband as Executor of my estate. 3. In the event my said husband shall predecease or fail to survive me, then I give, devise and bequeath all of my estate, both real and personal property, in equal shares, unto my children, PATRICIA ANN WRIGHT, CAROLYN JEAN DURF and ALLEN LEE EPPLEMAN, absolutely. I further appoint my said children as Executors of my estate under the provisions of this third paragraph of my Last Will and Testament and direct that none of my said Executors shall be required to file any bond to secure the faithful performance of their duties. IN WITNESS WHEREOF I have hereunto set my hand and sea 1 this ~2~~day of October, 1974. ~~iz~`;L,: ,~ ~~~ ~;~~?..~,~ (SEAL) at Tyne L. E~~leman presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of said Testatrix and of each other. ~~~ irk NOTE January 20, 2011 Gardners, Pennsylvania 4177 Carlisle Road, Gardners, Pennsylvania 17324 [Property Address] 1. Borrowers' PROMISE TO PAY In return for a loan that we have received, we promise to pay U.S. $54,000.00 (this amount is called "principal"),plus interest, to the order of the Lender. The Lender is Cathryne L. Eppleman. We understand that the Lender may transfer this Note. The Lender or anyone who takes this Note by transfer and who is entitled to receive payments under this Note is called "Note Holder." 2. INTEREST Interest will be charged on unpaid principal until the full amount of principal has been paid. We will pay interest at a yearly rate of THREE PERCENT (3.00%) per annum. The interest rate required by this Section 2 is the rate we will pay both before and after any default described in Section 6(B) of this Note. 3. PAYMENTS (A) Time and Place of Payments We will make my monthly payments on the 28`h day of each month beginning on February 28, 201 1. We will make these payments every month until May 28, 2027. Our. monthly payments will be applied to interest before principal. We will pay the full principal and accrued interest and any other charges described below that we may owe under this Note on or before May 28, 2027, which date is called the "maturity date." We will make any and all payments under this Note at 4177 Carlisle Road, Gardners, Pennsylvania 17324, or at a different place if required by the Note Holder. (B) Amount of Payment(s) Our monthly payment will be in the amount of U. S. $350.00. 4. Borrowers' RIGHT TO PREPAY We have the right to make payments of principal at any time before they are due. A payment of principal only is known as a "prepayment." When we make a prepayment, we will tell the Note Holder in writing that we am doing so. We may make a full prepayment or partial prepayments without paying any prepayment charge. The Note Holder will use all of may prepayments to reduce the amount of principal that we owe under this Note. If we make a partial prepayment, there will be no changes in the due date or in the amount of my existing payment unless the Note Holder agrees in writing to those changes. 5. LOAN CHARGES If a law, which applies to this loan and which sets maximum loan charges, is finally interpreted so that the interest or other loan charges collected or to be collected in connection with this loan exceed the permitted limits, then: (i) any such loan charge shall be reduced by the amount necessary to reduce the charge to the permitted limit; and (ii) any sums already collected from me which exceeded permitted limits will be refunded to me. The Note Holder may choose to make this refund by reducing the principal we owe under this Note or by making a direct payment to me. If a refund reduces principal, the reduction will be treated as a partial prepayment. 6. Borrowers' FAILURE TO PAY AS REQUIRED (A) Late Charge for Overdue Payments If the Note Holder has not received the full amount of any payment by the end of fifteen (15) calendar days after the date it is due, we will pay a late charge to the Note Holder. The amount of the charge will be five percent (5%) of our overdue payment of principal and interest. WeI will pay this late charge promptly but only one on each late payment. (B) Default If we do not pay the full amount of any and all payment(s) on the date it is due, we will be in default. (C) Notice of Default If we are in default, the Note Holder may send us a written notice telling us that if we do not pay the overdue amount by a certain date, the Note Holder may require us to pay immediately the full amount of principal which has not been paid and all the interest that we owe on that amount. That date must be at least 30 days after the date on which the notice is delivered or mailed to me. (D) No Waiver By Note Holder Even if, at a time when we are in default, the Note Holder does not require us to pay immediately in full as described above, the Note Holder will still have the right to do so if we are in default at a later time. (E) Payment of Note Holder's Costs and Expenses If the Note Holder has required us to pay immediately in full as described above, the Note Holder will have the right to be paid back by us for all of its costs and expenses in enforcing this Note to the extent not prohibited by applicable law. Those expenses include, for example, reasonable attorney's fees. 7. GIVING OF NOTICES Unless applicable law requires a different method, any notice that must be given to us under this Note will be given by delivering it or by mailing it by first class mail to us at the Property Address above or at a different address if we give the Note Holder a notice of my different address. Any notice that must be given to the Note Holder under this Note will be given by mailing it by first class mail to the Note Holder at the address stated in Section 3(A) above or at a different address if we am given a notice of that different address. 8. OBLIGATIONS OF PERSONS UNDER THIS NOTE If more than one person signs this Note, each person is fully and personally obligated to keep all of the promises made in this Note, including the promise to pay the full amount owed. Any person who is a guarantor, surety or endorser of this Note is also obligated to do these things. Any person who takes over these obligations, including the obligations of a guarantor, surety or endorser of this Note, is also obligated to keep all of the promises made in this Note. The Note Holder may enforce its rights under this Note against each person individually or against all of us together. This means that any one of us may be required to pay all of the amounts owed under this Note. 9. WAIVERS We and any other person who have obligations under this Note waive the rights of presentment and notice of dishonor. "Presentment" means the right to require the Note Holder to demand payment of amounts due. "Notice of dishonor" means the right to require the Note Holder to give notice to other persons that amounts due have not been paid. 10. UNIFORM SECURED NOTE This Note is a uniform instrument with limited variations in some jurisdictions. In addition to the protections given to the Note Holder under this Note, a Mortgage, Deed of Trust or Security Deed (the "Security Instrument"), dated the same date as this Note, protects the Note Holder from possible losses which might result if we do not keep the promises which we make in this Note. That Security Instrument describes how and under what conditions we may be required to make immediate payment in full of all amounts we owe under this Note. Some of those conditions are described as follows: Transfer of the Property or a Beneficial Interest in Borrowers. If all or any party of the Property or any interest in it is sold or transferred (or if a beneficial interest in Borrowers is sold or transferred and Borrowers are not natural persons) without Lender's prior written consent, Lender may, at its option, require immediate payment in full of all sums secured by this Security Instrument. However, this option shall not be exercised by Lender if exercise is prohibited by federal law as of the date of this Security Instrument. If Lender exercises this option, Lender shall give Borrowers notice of acceleration. The notice shall provide a period of not less than 30 days from the date the notice is delivered or mailed within which Borrowers must pay all sums secured by this Security Instrument. If Borrowers fail to pay these sums prior to the expiration of this period, Lender may invoke any remedies permitted by this Security Instrument without further notice of demand on Borrowers. WITNESS THE HAND AND SEAL OF THE UNDERSIGNED. WITNESS: ,~ ~`-' o'`- (SEAL) Jon P ichaels -Borrower ~~ ~T\\' /- ' (SEAL) Ki berly M. Mi a is -Borrower L.~ ACNB BANK February 3, 2012 Martson Law Office Attn: Victoria L Otto 10 E High St Carlisle PA 17013 RE: Estate of Cathryne L Eppleman Dear Ms. Otto: The following information is being provided as per your request: Acct. Type Account No. Balance at Accrued Ownership D.O.D. Interest to D.O.D. Statement 9000224365 $3,478.16 $0.20 Individual Savings Account Esteem 603449 $1,673.84 $0.04 Individual Checking Account Date Opened/Joint 10/19/10 4/ 1 /87 Inquiries concerning ACNB Corporation stock information should be directed to the Registraz and Transfer Company at 1-800-368-5948. If you need any additional information, please contact me at (717)339-5122. Sincerely, 'Bazbaza J Warne' ACNB Bank Deposit Services Representative II PO Box 3129, GerrYSauac, PA 17325 I raoNe 717.334.3161 I Toi i Eaee 1.888.334.2262 I acnb.eom I acnbbusiness.com 6506 E.nnleman/Michaels MONTHLY LOAN ANALYSIS PRINCIPAL $54,000.00 ANNUAL INT RATE 3.00% TERM (Years) 16.264 PERIODS (PER YEAR) 12 First Payment Date MO DAY YEAR 2 28 2011 ~ ', Monthly Payment $349.99 Last Payment $58.86 No. of Payments 195.168 PMNT PYMT DAT E $EGINNING ENDING CUMULATIVE NO MO DAY YEAR BALANCE INTEREST RINCIPA BALA~ CE INTEREST YR 1 2 28 2011 $54,000.00- $135.00 $214.99 $53,785.01 $135.00 2 3 28 2011 $53,785.01 $134.46 `$215.53 $53,SG9:48 $269.46 3 4 28 2011 $53,569.48 $133.92 $216.0•'1 $53,3 3.41 $403.39 4 5 28 2011 $53 53.41 $133.38 $2]6.61 $53,1 6,81 $536.77 5 6 28 2011 $53,136.81 $132.84 $217.15 $52,99.66 5669.61 6 7 28 2011 $52,919.60 . $132.30 : $217.69- $52,7 1.96 $801.91•. 7 8 28 2011 $52,701.96 $131.75 $218.24 $52 4 :73 $933.6? 8 9 28 2011 $52,483.73 . $131.21 $2l$ 78 $52,2154.95 $1 064.88- 9 10 28 2011' $52 264.95 $130.60 $219.33: $52 0 5:62 $1,195.54 10 11 2$ 2011 $52,045.62 $130.11 $219.88 $Sl 8 5.74 $1,325.65 11 12 28 2011 $51 ZS~74 $129.5( $220.43 $S 1 $1,455.22 12 1 28 2012 $51,605.31 $129.01:.. $220.98 $51,3 34 $129.01 13 2 28 2012 $51 84.34 $128:46 $221.53 $511 2.$1 $257.47 14 3 28 2012 $51 162.81 $127.91 $222.08 . $50 9x0.72 $385.38 15 4 28 2012 $50,940.72 $127.35 $222.64 $SO 7 8.08 $512.73: 16 5 28 2012 $5 718.08 $126.80. $223.20 : 550 4 4.89 $639,53. 17 b 28 .2012 $50,494.89 5126.24. $223.75 $50,2 1.13 $765.77 18 7 28 2012 $50,271.13. $125.68 $224.31 $SO 6.82 $891.44 19 8 28 2012 $50,046.82 . $125.12 $224.87. $49,81.95 $1016.56 20 9 28 2012 $49,821.95 $124.55 $225.44 $49,5 6.51 $1,141.12 21 l0 28 2012. $49,596.51 $123.99 $226.00 $49 O.SI $1,265.11 22 11 28 2012. $49,370.51 $123.43 $226.56 $4913.94 $1,388.53 23 12 28 2012 $49143.94 $122.86 $227.13 $48,9)<6.81 $1,511.39 24 1 28 2013 $48,916.81 $122.29 $227.70 548,6>~9.11 $122.29 25 2 28 2013 $48,689.11 $121.72 $228.27 $48,4 0.85 $244.01 26 3 28 2013 $4$,460.85 $121.15 $228,84 $48,2 2.01 $365.17 27 4 28 2013 $48,232.01 $120.58 $229.41 $48,0 2.60 $485.75 28 5 28 2013 $48,002.60 $120.01 $229.98 $47,7 2.b1 $605.75 29 6 28 2013 $47 772.61 $119.43 $230.56 $47,5x2.05 $725.18 30 7 28 2013 $47,542.05 $118.86 $231.1.4 $47,3 0.92 $844.04 31 8 28 2013 $47,310.92 $118.28 $231.71 $47,0x9.20 $962.32 32 9 28 2013 $47,079.20 $117.70 $232.29 $46 8x6.91 $1,080.02 PAGE 1 MEMBERS 1st FEDERAL CREDIT UNION 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 55166-00 10/30/1979 $676.99 $.10 $677.09 Patricia Wright 12/22/2010 EM RS 1ST FEDERA CRED ON Danielle A. Kline Lending Insurance Support Specialist February 2, 2012 Estate of: CATHRYNE EPPLEMAN Date of Death: 01/21/2012 Social Security Number: 196-18-6539 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org