HomeMy WebLinkAbout08-01-121,50561,11,80
J REV-1500 EX (02-11) (FI)
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County Code Year File Number
DEPARTMENT OF REVENUE
Bureau of Individual Taxes INHERITANCE TAX RETURN ~ r / ~ ~ / ; /
PO BOX 280601 (i! `~"
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
21,7-32-9461, 0409201,2 02],3],927
Decedent's Last Name Suffix Decedent's First Name MI
LYONS GERTRUDE
(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 BOXES BELOW
0 1. Original Retum Q 2. Supplemental Return Q 3. Remainder Retum (Date of Death
Prior to 12-13-82)
Q 4. Limited Estate Q 4a. Future Interest Compromise (date of Q 5. Federal Estate Tax Retum Required
death after 12-12-82)
Q 6. Decedent Died Testate Q 7. Decedent Maintained a Living Trust D 8. Total Number of Safe Deposit Boxes
(Attach Copy of Wild (Attach Copy of Trust)
Q 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit (Date of Death Q 11. Election to Tax under Sec, 9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT o THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
ROBERT G. FREY 71,72435838
First Line of Address
5 S. HANOVER ST.
Second Line of Address
City or Post Office
CARLISLE
State ZI P Code
PA 1701,3
REGISTE F WILLS US~~ILY
Q ~`
f
~
C ._
~/ ~
~
7 -
~
CrJ _~ ~C _ -
-Y-
~j~~` ~?
3}DATE FILED ~ ~`~ ~~
;-r^~
..-,
Correspondent'se-mail address: RFREYa9FREYTILEY . COM
Under penalties of perjury, I declare that f have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and com lete. Declaration of arer er than the ersonal re resentative is based on all information of which re are has /n knowled e.
SIGNATUi~~~ PERSON RESPON IBL G RETURN ~ ~A
ADDRESS (/ /
8 ALTERS ROAD CARLISLE PA 1,7D],5
SIGNA OF PRE ~RER 'HER -IAN R P ESENTATIVE DATE
.~..° ~ 07/25/12
ADDRESS
5 SOUTH HANOVER STREET, ARLISLE, PA 1,7D1,3
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505611180
1,50561,1,1,80
-,
i
J
h~
1505611280
REV-1500 EX (FI)
Decedent's Social Security Number
Decedent's Name: GERTRUDE LYONS 217-22-9467
RECAPITULATION
1. Real Estate (Schedule A) ......... .............. 1. N 0 N E
2. Stocks and Bonds (Schedule B) ........ ............. 2. N 0 N E
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. NON E
4. Mortgages and Notes Receivable (Schedule D) ............... ..... 4. NON E
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .... 5. 3 4 4 8 2 2 . 0 0
6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6. N 0 N E
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested ....... 7. 2 9 8 O 2. O O
8. Total Gross Assets (total Lines 1 through 7) ......................... . 8. 2 7 4 6 2 5 . 0 0
9. Funeral Expenses and Administrative Costs (Schedule H) ............... . 9. N 0 N E
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ......... , . . 10. NON E
11. Total Deductions (total Lines 9 and 10) ............... . ............. . 11. 0 . 0 D
12. Net Value of Estate (Line 8 minus Line 11) .......................... .. 12. 2 7 4 6 2 5 . 0 0
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...:................. . 13. O . 0 0
14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... . 14. 2 7 4 6 ~ 5 . 0 O
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 274635.00 15. 0.00
16. Amount of Line 14 taxable
at lineal rate X .0 4 5 16. O. O O
17. Amount of Line 14
taxable at sibling rate X # # #I 17. 0 . 0 ^
18. Amount of Line 14 taxable
at collateral rate X # # #I 18. 0 . 0 0
19. TAX DUE ....... ........................ ....................... .19. 0.00
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0
Side 2
L 1505611280 1505611280
REV-1500 EX (FI) Page 3
Decedent's Complete Address:
21-12-0649
File Number
217-32-9461
DECEDENT'S NAME
GERTRUDELYONS
STREET ADDRESS
8 ALTERS ROAD
CITY
CARLISLE STATE
PA ZI P
17015
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
Total Credits (A + B )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line ZO to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(1) 0.00
(2) 0.00
(3)
(4) 0.00
(5) 0.00
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 .................................................................................. ....... ^ ^
b. retain the right to designate who shall use the property transferred or its income ..................................... ...... ^ ^
c. retain a reversionary interest ...................................................................................................................... ...... ^ ^
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 one year of death
..................................................................................
without receiving adequate consideration? ..................... ^
...... ^
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)].
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 decedents lineal beneficiaries is 4.5 percent, except as noted in [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)]. 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-1508 EX+ (11-10) SCHEDULE E
Pennsylvania CASH, BANK DEPOSITS, ~ MISC.
DEPARTMENT OF REVENUE PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Gertrude Lvons 21-12-0649
Include 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.
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+ (OS-09) SCHEDULE G
pennsylvania INTER-VIVOS TRANSFERS &
DEPARTMENT OF REVENUE
INHERITANCETAXREfURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF
Gertrude Lyons 21-12-0649
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER.ATTACHACOPYOFTHEDEEDFORREALESTATE.
DATE OF DEATH
VALUE OF ASSET
% OF DECD'S
INTEREST
EXCLUSION
(~FAPP~~CA6LE)
TAXABLE
VALUE
1. PSECU fRA 14,917 100.00% 0 14,917
2. PSECU IRA 14,885 100.00% 0 14,885
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on Line 7, Recapitulation) $I 29,802
If more space is needed, use additional sheets of paper of the same size.
REV-1513 EX+ (01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Gertrude Lvons 21-12-0649
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).]
Thomas L. Lyons
1 `
8 Alters Road, Carlisle, PA 17015 Spouse Entire Remainder of Estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF REV-1500 COVER SHE ET, AS APPROPRIATE.
~~ 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. $
0.00
If more space is needed, use additional sheets of paper of the same size.
Sovereign Bank
ESTATE OF Gertrude Lyons
SOCIAL SECURITY #: 217-32-9461
DATE OF DEATH: April 9, 2012
Account #: 1675550287 Type: CD Open date: 6/18/2010
In the name of: Gertrude Lyons
Date of Death Balance:
Int.(YTD) from 1 / 1 /2012
Accrued interest to date of death:
Other Info:
Account #: 1675551467 Type: CD
In the name of: Thomas L Lyons or Gertrude Lyons
Date of Death Balance: $60,627.26
Int.(YTD) from 1/1/2012 to 3/31/2012
Accrued interest to date of death: $19.77
Other Info:
$60,942.87
to 3/31 /2012
$38.75
$351.47
Open date: 5/17/2011
$179.61
Page 2 of 2
Sovereign Bank
ESTATE OF Gertrude Lyons
SOCIAL SECURITY #: 217-32-9461
DATE OF DEATH: April 9, 2012
Account #: 1671004698 Type: Checking Open date: 3/1/1988
In the name of: Thomas L Lyons or Gertrude Lyons
Date of Death Balance: $1,734.38
Int.(YTD) from 1/1/2012 to 4/9/2012 $0.04
Accrued interest to date of death: X0.00
Other Info:
Account #: 1674060971 Type: Money Market Open date: 4/28/2006
In the name of: Thomas L Lyons or Gertrude Lyons
Date of Death Balance: $34,298.56
Int.(YTD) from 1 /1 /2012 to 4/9/2012 $64.11
Accrued interest to date of death: $0.00
Other Info:
Account #: 1675546202 Type: CD Open date: 10/30/2008
In the name of: Thomas L Lyons or Gertrude Lyons
Date of Death Balance: $37,251.15
Int.(YTD) from 1/1/2012 to 3/31/2012 $183.43
Accrued interest to date of death: $20.21
Other Info:
Account #: 1675549644 Type: CD Open date: 11/24/2009
In the name of: Thomas L Lyons or Gertrude Lyons
Date of Death Balance: $10,428.57
Int.(YTD) from i/1/2012 to 4/9/2012 $0.00
Accrued interest to date of death: $63.36
Other Info:
Account #: 1675550279 Type: CD Open date: 6/18/2010
In the name of: Thomas L Lyons or Gertrude Lyons
Date of Death Balance: $60,942.87
Int.(YTD from 1/1/2012 to 3/31/2012 351.47
Accrued interest to date of death: 38.75
Other Info:
Page 1 of 2
,<
I~ =`~.~,
.t <ni~
~,, .`-
;':
`'l' ~ :~r,i`
,;
lea { I ~(ti I_. _ 4 _
~ ~: ;~
,.
f'~a QQ
~~~~~~~~ ~St
PE~3ERfiL CI~.EDIT UI~rI0i~1
Send Inquires to:
5000 Louise Dri~~e
PO Box 40
P~fechanicsburg, PLt 17055
www.membersl st.org
Main switchboard: , (800) 283-2328
EZ Call: (717) 697-4372 or (800) 283-4372
TDD: (717) 697-5312 or (800) 283-2328 art. 5312
TeleBranch: (800) 237-7288
Statement of Accounts
Dec 25, 2011 t `ru Mar 24, 2012 `;
ter....--•~.~~"3
Account Dumber: 238049
Balances at a
Checking
Savings :
Certificates
Loans:
Money Manac
Swipe 5 YTD
Glance
0.00
25.28
144,657.01
0.00
lament : 0.00
Reward : 0.00
_ ~~
4~ l .3~0--~ 9165-4583 '~
y __ ~ ~~~Ili~~~lll~~~~~~ll~l~lel~ IR~~~~.~ell~ol~i~~il~~~i~~l~~ii~~l e~' ~ l~f - ~
GERTRUDE LYONS ~ p
r'
N = 8 ALTERS RD ~
CARLISLE PA 17015
o
,l
~ -
Your current Member Loyalty Rewards level is Titanium.
Celebrate National Credit Union Youth Week with us!
See the enclosed insert for more details.
Page : 1 of 2
SAVINGS ACCOUNTS
0000 -REGULAR SAVINGS .n ~.
~~~~~ ~
Date Transaction Description Additions Subtractions Balance
Dec 25 Ba/ance Forward 25.00
Jan 03 Deposit Transfer From Share 0041 20,087.87 20,112.87
TRANSACTION DATE - 01 /01 /2012
Jan 03 Withdrawal Transfer To Share 0044 20,087.87- 25.00
Jan 31 Deposit Dividend 0.250% 0.28 25.28
Annua/ Percentage Yie/d Earned 0.25U~ from 0 ~/D t/20 t2 through 0 ~/3 t/20'2
Mar 24 Ending Ba/ance 25.28
CERTIFICATE ACCOUNTS
~'~~ `~
0040 - 30 MONTH CERT Maturity Date Sep 21, 2012
.._ ~
Date Transaction Description Additions Subtractions Balance
Dec 25 B~anr'A FN7AlcZ ~~ 48 , 376.91
~~e,__ neficiary.,_-_LTF__THOMAS L LYON
~
Dec 31 Deposit Dividend 1.840°~
m 75.60 48,452.51
Annua/ Percentage Yield Earned ~. 860"/o from 92/01/20 ~ ~ through 92/3 9/201 ~
Jan 31 Deposit Dividend 1.840% 75.72 48,528.23
Annua/ Percentage Yie/d Earned 1.86U~ from 0 9/D 1/2012 through 01/3 9/20 92
Feb 29 Deposit Dividend 1.840% 70.94 48,599.17
Annua/ Percentage Yie/d Earned 1.860"/o from 02/0 9/2012 through 02/29/2012
Mar 24 Ending Ba/ance 48 , 599.17
0041 -18 MONTH CERT ~g ~
Lzr~~,-
Date Transaction Description Additions Subtractions Balance
Dec 25 Ba/ance Forward 20 ,061.32
Dec 26 Deposit Dividend 1.740% 23.91 20,085.23
Annua/ Percentage Yield Earned 9.75U~ from 12/0 9/20 91 through 12/25/20 9 9
Renewed at 0.800%to mature 06!25/13
Dec 31 Deposit Dividend 0.800% 2.64 20,087.87
Annua/ Percentage ) ie/d Earned 0.80U~ from, 92/26/20 91 through 12/31/2011
- - - Continued on following page - - -
"'" ~'~ ~'~ Send Inquires to:
r~::~t F~fain S~~itchboarcP: (800) 283-2328
~~ ~ 5000 Louise Drive
E~ call: 717 697-4372 or 800) 283-4372
'~ ~ PO Box 40 ( ) (
Dec 25 , 2011 thru I\fiar 24
2012
E TDD: (717) 697-5312 or (800) 283-2328 ext. 5312
NEI~ERS 1" Mechanicsburg, Pk 17055 9166-A583 ,
Account Number: 238649
"°E"""nE°"°"'°` vwt~w.memberslst.ora TeleBranch: (800) 237-7288
Page : 2 of 2
Date Transaction Description Additions Subtractions Balance -
Jan 03 VVithdrawal Transfer To Share 0000 20,087.87- 0.00
TRANSACTION DATE - 01 /01 /2012 -
18 /MONTH CERT C/osed
*"*This is the Tina/ statement presenting information on this product***
* * * P/ease retain this final statement for tax reporting purposes * * *
,~ - -
N 0043 - 30 MONTH CERT Maturity ®at ~ Nov 07, 2013 ~~ ~.,~~, ~,~
f"
/
~
o ,Date Transaction Description Additions Subtractions Balance
Dec 25 Ba/ance Forward
V 75 , 629.89
- Dec 31 Deposit Dividend 1.490%
" 95,71 75,725.60
- Annua/ Percentage Yie/d Earned '.500'% from 12/0 x/20 ~' through X2/3 x/201 ~
Jan 31 Deposit Dividend 1.490% 95.83 75,821.43
Annua/ Percentage Yie/d Earned ~. 500"/o from D ~/0 x/20 ~2 through 01/31/20 ~2
Feb 29 Deposit Dividend 1.490% 89 , 76 75 , 911.19
Annua/ Percentage Yie/d Earned 1.50U~ from 02/01/?_ D 12 through 02/29/20 92
Mar 24 Ending Ba/ance 75 , 911.19
0044 - 60 MONTH CERT Maturity Dat - .lan 01, 2017 4
~~;~j
~~
Date Transaction Description Additions Subtractions Balance
Jan 03 Ba/ance Forward 0.00
Jan 03 Deposit Transfer From Share 0000 20,087.87 20,087.87
Jan 31 Deposit Dividend 1.840% 29.37 20,117.24
Annua/ Percentage Yie/d Earned >. 860 from 01/03/2012 through 01/31/2012
Feb 29 Deposit Dividend 1.840% 29.41 20,146.65
Annua/ Percentage Yield Earned 1.860% from 02/01/2012 through 02/29/2012
Mar 24 Ending Ba/ance 20 ,146.65
YTD SUMMARIES
TOTAL DIVIDENDS PAID
0000 REGULAR SAVINGS 0.28
0040 30 MONTH CERT 146.66
0041 18 MONTH CERT 0.00
0043 30 MONTH CERT 185.59
0044 60 MONTH CERT 58.78
Total Year To Date Dividends Paid 391.31
NOTE: Total includes closed shares
Add Your Photo For Security
Your personal safety and financial security are top priorities at Members 1st. As a result of
increased scams and fraudulent activity throughout the entire country, we are strongly
encouraging members to have their photos added to their account records. When visiting our
branch offices, you may be asked by one of our Associates to allow us to take your photo. This
member identification program will assist in our fraud deterrence initiatives and will take our
identity theft prevention program to the next level. We are experiencing an increasing number of
attempted fraudulent activities and as a result, we need to be able to verify your identity
immediately upon retrieving your account information.
In addition to having your photo in our files, you may be required to show additional forms of
identification based on the type of transaction you are seeking. This is for your protection and
security and we appreciate your ongoing cooperation and understanding.
PSE~ Ilillli!Ifll!Illliilllll
i l
00006 A`J 0.350
~, ~v)~ ~ ~ 1% i ~~ >~~ is i
~ ~ "~~
ON THEE GO? CHECK OUT OUR
IMOfiILE APPLICATIf~FEe E.OG
ACCOUNT ONLINE AND CLICK
".MOBILE SOLUTIONS" UP~DER
~'°MY MONEY" TAH .
INTO FOUR
THE
i~~~~~~~~~~~i~ile~e~li~i~~i~~~~t~il~~~~~~~~~~~~~~lt~~
GERTRUDE LYONS
8 ALTERS RD
CARLISLE PA 17015-8969
~-
JOINT OWNER
~~~~
I .~ N
,~ .
~,.,,
ME1v~ER NUMBER
0217XXXXXX
PAGE 1
~ni rawc7aa rCMR7U
~fD "j"p
010112033112
PQSTINQ
DATE
~__ .y._._._.._..__: EFFECTIVE
l3A1'>r
___~ r~i4YM€NTS, ::
TAANS;4~"f14N DESGI•iiPTIG-N CR~Dri'S bR FINANCE
CHARGE FEES QA ~ TRANSAGT1CjN
CWAAG;E3
4
'
PIE1N
O1/O1 _ _ _ _ RFB1T~
~ Atu
OUNT
$AUWCE
ID O 1 REGULAR SHARES BEGINNING BALANCE ~ ~~_. "y- ~ ~ _`~-5
v~"~""~~
03/31 ENDING BALANCE .22
DIVIDEND YTD: YEAR 0 DATE 5.22
- 0.00
01/01 TD 50 24 ONTH IRA CERTIFICATE B--TNNTNG-BA-
LANCE _ _ _--- -_~_--__
-
1~+836:80
01,31. P:AY . EN
~.:.
ANNUAL PERCENTAGE YIELD EARNED 1.30% FROM 01/01/12 1 b ;2.6 :1;48 5.3.`:- D:6..
THROUGH 01/31/12
02/29 PAYMENT: DIVIDEND 1.2901
ANNUAL PERCENTAGE YIELD EARNED 1.301 FROM 02/01/12 15.22 14868.28
THROUGH 02/29/12
03/31 PAYMENT: DIVIDEND;1
290°~
.
ANNUAL PERCENTAGE YIELD EARNED 1.30 FROM 03/01/.12 1b.29 1884::57
THROUGH 03/31f12
D 3;31 _ :.; E;MD i:NG BAL ANNE ...,~.
>n..~-- ,..,:.~~..__
1:4884
57 ~~
24 MONTH IRA CERTIFICATE WILL ATURE ON 04/09/13 °~
NONTAXABLE DIVIDENDS YEAR TO D :
1~~1~1~(C;~~"'~ ~ ~
~~E~
ATE ~
47 77
01/Q1
1/ ---------------------- ------ --------------
ID 5~ 36 MONTH CERTIFICATE BEGINNING BALANCE ~~'"`` ~~, 90188.81
0
31 PAYMENT: DTVLDEND 1.b'90'~
;'.:.ANNUALL. PERCENTAGE 1(IELD E:ARNE:D 1.:70.1 FROM .1~1/Q11
12 129.45 90318.:26
THRO
U
CM 01/3
112
02/29 .
PAYMENT: DIVIDEND 1.6901 .
:
.
:
ANNUAL PERCENTAGE YIELD EARNED 1.701 FROM 02/01/12 121.27 90439.53
THROUGH 02/29/12
03/31 PAYMENT: DIUIDEND 1.690
ANNUAL PERCENTAGE YIELD EARNEI? 1.70 ~ FROM 0301/12 129.81 90569.34
THROUGH 03/3
112
R3~31 ENDING: BALANCE .
!
36 M:DNTH GE~TTF KATE WI L L< MATUR:E ' ON 4!6/13. X14
,`. 90569.4
.
DIVIDEND YTD: YEAR TO DATE ._
380.53
TOTAL PREVIOUS YEAR IRA CONTRIBUTIONS 0.00
TOTAL CURR'EMT YEAR IRA CONTRIBUTIONNS 4.00
TOTAL DIVIDEND YTD: YEAR TO DATE 380.53
7QTAL NDNT:AXABLE I3;iV1.DEND~ YEAR TO DATE `< 47.77
OI01 000 065 3 -
006820 4006820
PSEC ~~~~~~~~~~~~~~~~-~~~~~~~
~~
~~r ~~ ~
. ~ ~
.,~~"
~'
00089133 1 FP 0.424
~~, for, 670 i 3 ~00.237.732~
Harrisburg, P~ 17106-7013 psecu.c~m
GET OUR VISAS CARD A~lD PAY
NO ANNUAL FEE. JUST 9.9%
ANNUAL PERCENTAGE RATE.
LEARN MORE AND APPLY
AT PSECU.COM.
THOMAS L LYONS
AS BENEF OF GERTRUDE LYONS,
8 ALTERS RD
CARLISLE PA 17015-8969
RPr
JOINT OWNER
MEMBER NUt4tBEFt
9484XXXXXX
PAGE
9TakTEN1ENT PEk7tC3D
To
__
04I812~053112
EFFECl7VE RAYMEN'!'$~ FINANCE FEES QR TRANSACTION NEW
DATE 'fAA1JSACTiQM pESt~iP11~N >s cli~arrs o!~ CHARGE eHARfaEs AtvlOUhi'1• BALANCE.
"P~B1~S :,: _
JOINT OWNER: ~~ ~~
GERTRUDE LYONS
NONTAXABLE DIVIDENDS YEAR TO DATE
23.17
TOTAL CURRENT YEAR TRA CONTRIBUTIONS 0,00
TOTAL DIVIDEND YTD: YEAR 7'O'DATE~ O.aO
TOTAL NONTAXABLE! DTVTDEMDS 'YEAR TO DATE ;<23.,J7
nzni nnn n~c ~.
"- 089133 408933