HomeMy WebLinkAbout08-13-12 1505610140
REV-1500 EX t°'-'°'
PA Department of Revenue
OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO Box 2sosol INHERITANCE TAX RETURN
Harrisburg, PA 17128-0801
RESIDENT DECEDENT 2 1 1 2 0 5 B 5
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Dat Y
0 0 8 2 8 6 5 2 8 0 4 2 9 2 0 1 2 0 7 3 1 1 9 4 0
Decedent's Last Name Suffix Decedent's First Name MI
B U L L I S ~ J A M E S H
(If Applicable) Enter Surviving Spouse's lnfonnation Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
TH{S 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 ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required
death after 12-12-82)
OX 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. 0)
CORRESPONDENT -THIS SECTION MUST 8E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
M A R C U S A M c K N I G H T I I I 717 2 4 9 2 3 53
REGISTERf~ WILLS USE ~3f$.Y ~-t
First line of address rn~' ---, c'~ _ ; _: __
I R W I N & M c K N I G H T P C B y` :' ~~ w
c,~ ~~~ '.'
-
Second line of address .
~ C` ~. -> -r1 -
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6 0 W E S T P O M F R E T S T R E E T ~'=-; G., ~-=`-~
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City or Post Office State ZIP Code ! Di~lE FIt.ED ~ ~
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C A R L I S L E P A 1 7 0 1 3
Correspondent's a-mail address:
Under penalties of p ry, I decl that l have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct co te. claration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATUR F S ONSJ~L~B_ SPICING RETURN ~~I~TlD 1e~ ~ Z
ADDRESS r ~
60 WEST POMP T EET CARLISLE A 17013
SIGNAT OF RE OT R T REPRESENTATIVE DATE
~ O
ADD SS
60 WES POMFRET STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140 1505610140
1505610240
REV-1500 EX
Decedents Social Security Number
Decedent's Name: JAMES H- B U L L I S 0 0
ITULATION
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) ........................ .. 4. •
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 2 4 1 5 1 • $ 1
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 2 2 4 2 2. 4 0
7. Inter-Vivos Transfers & Miscellaneous N -Probate Property
(Schedule G) ~ Separate Billing Requested ..... .. 7.
8. Tota! Gross Assets (total Lines 1 through 7) ......................... .. 8. 4 6 5 7 4 • 2 1
9. Funeral Expenses and Administrative Costs (Schedule H) ................ .. 9. 1 0 5 4 4 . 4 2
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... .. 10. 1 3 1 5. 9 3
11. Total Deductions (total Lines 9 and 10) ............................. .. 11. 1 1 8 6 0. 3 5
12. Net Value of Estate (Line 8 minus Line 11) .......................... .. 12. 3 4 7 1 3. 8 6
13. Charitable and Governmental BequestslSec 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. 3 4 ~ 1 3. 8 6
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 D 15. O. D 0
16. Amount of Line i4 taxable
at lineal rate x .045 4 7 8 7. 0 7 16. 2 1 5. 4 2
17. Amount of Line 14 taxable
at sibling rate X .12 0 0 0 17. Q. 0 0
18. Amount of Line 14 taxable
at collateral rate x .15 2 9 9 2 6. 7 9 i $. 4 4 8 9. 0 2
19. TAX DUE .................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L 1505610240
4 7 0 4. 4 4
1505610240
REV-1500 E)t Page 3
Decedent's Complete Address:
File Number
21 12 0585
DECEDENT'S NAME
JAMES H. BULLIS __ __
---
STREET ADDRESS
228 MEALS DRIVE
CITY STATE ZIP
CARLISLE PA 17013
Tax Payments and Credits:
~ Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments .~
B. Discount
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.
(1) 4, 704.44
Total Credits (A + B) (2)
(3)
0.00
(4) 0.00
(5) 4, 704.44
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 : ................................................................. ..... ^ 0
.
.
b. retain the right to designate who shall use the property transferred or its income; .
. ^ Q
::::::::::
:::::
:::::::::
c. retain a reversionary interest; or ............................................................ :::
^
d. receive the promise for life of either payments, benefits or care? .................................................. ..... ^ OX
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" 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 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)]. 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)
' pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE
CASH, BANK DEPOSITS, ~ MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
JAMES H. BULLIS 21 12 0585
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.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PESONAL PROPERTY -APPRAISAL ATTACHED 91.00
2. MEMBERS 1ST FEDERAL CREDIT UNION -SAVINGS ACCOUNT #26526-00 ~ 23,736.33
3. MEMBERS 1ST FEDERAL CREDIT UNION -CHECKING ACCOUNT #26526-11 324.48
TOTAL (Also enter on Line 5, Recapitulation) $ 24 151.81
If more space is needed, insert additional sheets of paper 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:
JAMES H. BULLIS 21 12 0585
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) ADDRESS RELATIONSHIP TO DECEDENT
A. DELORES J. STEWARD 228 MEALS DRIVE FRIEND
CARLISLE, PA 17015
s. LISA G. BULLIS 97 GREENWOOD DRIVE DAUGHTER
INEW CUMBERLAND, PA 17070
c
JOINTLY-OWNED PROPERTY:
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 °!o OF
DECEDENT'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTERESI
1. A. 2009 2010 CHEVROLET MALIBU 13,750.00 50. 6,875.00
2. A. 2011 2008 MITSUBISHI RAIDER 10,500.00 50. 5,250.00
3. A. 2010 MEMBERS 1ST FEDERAL CREDIT UNION 11,020.66 50. 5,510.33
SAVINGS ACCOUNT #49287-00
4. B. 2005 MEMBERS 1ST FEDERAL CREDIT UNION 3,034.26 50. 1,517.13
REGULAR SAVINGS ACCOUNT #267714-00
5. B. 2005 MEMBERS 1ST FEDERAL CREDIT UNION 6,539.87 50. 3,269.94
CHECKING ACCOUNT #267714-11
TOTAL (Also enter on Line 6, Recapitulation) I $ 22 422.40
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
JAMES H. BULLIS 21 12 0585
Decedent's debts must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. STONE & MURRAY FUNERAL HOME 5,982.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s) MARCUS A. McKNIGHT, III
Street Address 60 WEST POMFRET STREET
City CARLISLE State PA Zip 17013
Year(s) Commission Paid:
2, Attorney Fees: IRWIN & McKNIGHT, P.C.
3, Family Exemption: (If decedents address is not the same as claimants, attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: REGISTER OF WILLS
5 Accountant Fees:
6. Tax Return Preparer Fees: PATRICIA A. ROSENDALE, CPA
7. REGISTER OF WILLS -FILING FEE
8. REGISTER OF WILLS -SHORT CERTIFICATE
9. CUMBERLAND LAW JOURNAL -ESTATE NOTICE
10. THE SENTINEL -ESTATE NOTICE
11. ROY D. GOTTSHALL -APPRAISAL ON PERSONAL PROPERTY
TOTAL (Also enter on Line 9, Recapitulation) 13
1,200.00
2, 500.00
137.50
375.00
30.00
16.00
75.00
178.92
50.00
10.544.
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ (12-08)
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, 8i LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JAMES H. BULLIS 21 12 0585
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. AAA FINANCIAL -CREDIT CARD 153.80
2. (DISH NETWORK -CABLE UTILITY
3. ICENTURYLINK -TELEPHONE
4. (MEMBERS 1ST FEDERAL CREDIT UNION -VISA
5. I PP&L -ELECTRIC
6. (CARLISLE REGIONAL MEDICAL CENTER -MEDICAL
167.06
159.87
628.35
113.68
93.17
TOTAL (Also enter on Line 10, Recapitulation) ~ $
If more space is needed, insert additional sheets 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:
JAMES H . BULLIS 21 12 0585
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustees) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).)
1. DELORES J. STEWARD Collateral 29,926.79
228 MEALS DRIVE REMAINDER
CARLISLE, PA 17015
2. LISA G. BULLIS Lineal 4,787.07
97 GREENWOOD DRIVE JOINT BANK ACCTS
NEW CUMBERLAND PA 17070
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. 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. 3
It more space is needed, use additional sheets of paper of the same size.
~r %~f!!~d ~~e„c
e~
I, JAMES H. BULLIS, of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking aii VJiiis and Codicils heretofore l~~ade by me.
ONE. I direct my Executor to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease. Furthermore, I direct that all state,
inheritance, succession and other death taxes imposed or payable by reason of my death and
interest and penalties thereon with respect to all property composing of my gross estate for death
tax purposes, whether or not such property passes under this will, shall be paid by the Executor
of my estate.
TWO. My Executor may, at his discretion, compromise claims, borrow money, retain
property for such length of time as he may deem proper; lease and sell property for such prices,
on such terms, at public or private sales, as he may deem proper; and invest estate property and
income without restriction to legal investments unless otherwise provided hereunder. I authorize
and empower my Executor to sell any realty and/or personalty owned by me at my death and not
specifically devised or bequeathed herein, at public or private sale or sales and to give good and
sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My Executor is
authorized and empowered to engage in any business in which I may be engaged at my death, for
such period of time after my death as seems expedient to said Executor.
93(5-
THREE. I give, devise, and bequeath all of my estate of every nature and wherever
situate, to DECOKES J. STEWARD, provided she survives me by thirty (30) days or more.
FOUR. If she has predeceased me or failed to survive me by thirty (30) days or more, I
give, devise, and bequeath all of my estate of every nature and wherever situate to the
SALVATION ARMY.
FIVE. I appoint MARCUS A. McKNIGHT, III to serve as Executor of this my Last
Will.
SIX. Na Executor acting hereunder shall be required to post bond or enter security in
this or any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 3rd day of
August 2010.
(SEAL)
f AMES H. BULLIS
Signed, sealed, published and declared by JAMES H. BULLIS, the above named
Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request and
in her presence and in the presence of each other have subscribed our names as witnesse ereto.
Q(
~~ ~~ ~
2
ACKNOWLEDGMENT AND AFFIDAVIT
WE, JAMES H. BULLIS, TRACI D. SMITH and CHERYL L. CLELAND, the
testator and witnesses respectively, whose names are signed to the foregoing instrtument, being
first duly sworn, do hereby declare to the undersigned authority that the testator signed and
executed the instrument as his last will and that he had signed willingly, and that he executed it
as his free and voluntary. act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testator, signed the will as a witness and that to the best of their
knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA
. SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by JAMES H. BULLIS, the testator
herein, and subscribed and sworn to before me by TRACI D. SMITH and CHERYL L.
CLELAND, witnesses, this 3rd day of August 2010.
_~
i;C)MAIIONWEALTH OF PENNSYLVANIA ~ "
-~~~ Notarial Seai t ublic,,
ilAarth~k l.. Nael, Notary Public ~'
C:ariisla l3oro, Cumberland County
fuiy Gammission Expires Sept. 18, 2011
+]iE,rnber. Pennsylvania Association of Notaries
i
C R L.CLELAND
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AUTHORIZED REPRESENTATIVE - :.DATE
MAILING ADDRESS
ev'
AUTHORIZED.gEPRESENTATIVE
D~ELORES J STEWARD ~ ~,~.
JAMES H BULLIS
22:.8 MEALS DR
CARLISLE PA 170],5
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MEMBERS 1st
FBDBRAL CRBDIT UNION
i
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 26526-00
Date Account Established 03/06/1981
Principal Balance at Date of Death $23,731.85
Accrued Interest to Date of Death $4.48
Total Principal and Accrued Interest $23,736.33
Interest Accrued from 1/01/2012-4129/2012 $18.15
Name of Joint Owner None
CHECKING ACCOUNT:
Account Number/Suffix 26526-11
Date Account Established 04/20/2004
Principal Balance at Date of Death 324.48
Accrued Interest to Date of Death $0.00
Total Principal and Accrued interest $324.48
Interest Accrued from 1/0112012-4/29/2012 $0.00
Name of Joint Owner None
VISA ACCOUNT:
Account Number/Suffix 4672090000134106
Date Opened 8/24/1987
Principal Balance at Date of Death $628.35
Name of Joint Cardholder None
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 267714-00
Name of Primary Owner Lisa G Bullis
Date Account Established 7/11/2005
Principal Balance at Date of Death $3033.47
Accrued Interest to Date of Death $0.79
Total Principal and Accrued Interest $3034.26
Interest Accrued from 1/01/2012-4/29/2012 $4.19
Name of Joint Owner James H Bullis
Joint Added 7!11/2005
CHECKING ACCOUNT:
Account Number/Suffix 287714-11
Name of Primary Owner Lisa G Bullis
Date Account Established 7/11/2005
Principal Balance at Date of Death $6539.61
Accrued interest to Date of Death $0.26
Total Principal and Accrued Interest $6539.87
Interest Accrued from 1/01/2012-4129/2012 $0.26
Name of Joint Owner James H Bullis
Joint Added 7!11/2005
MEMBERS 1~sT~fFED/ERAL CREDIT UNION
~edW~R-~'t~~"
Tessa L Klugh
Lending Insurance Support Specialist
May 29, 2012
Estate of: JAMES H BULLIS
Date of Death: 04!29/2012
Social Security Number: 008-28-6528
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org
MEMBERS 1st
FBDBRAL CRBDTT UN[ON
SAVINGS ACCOUNT
Account Number/Suffix
Name of Primary Owner
Date Account Established
Name of Joint Owner
Joint Added
Date Account Closed
Balance on Date Closed
49287-00
Delores Steward
10/30/1985
James H Bullis
07!27/2010
09/27/2011
$11,020.66
MEMBERS 1sT FEDERAL CREDIT UNION
Tessa L Klugh
Lending Insurance Support Specialist
May 29, 2012
Estate of: JAMES H BULLIS
Date of Death: 04/29/2012
Social Security Number: 008-28-6528
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org
www.aa~inetacxess.com
1
JAMES BULLIS
Account Number: 4264 2962 8202 8478
March 24 -April 21, 2012
Aoaount Information:
www.a~aa~neta,cceae.com
Mall billing Inquiries to:
A9A Financial Services
P.O. Box 882235
El Paso, TX 79988.2235
Mall payments to:
AAA Financial Services
P.O. Box 15018
Wilmington, DE 19888-5018
Customer Service:
1.800.807.3085
(1.800.348.3178 TTY)
New Balance Total • ................................•....•....•.....,..,....,..•...•....•..$139.97
Current Payment Due ...........•..• .........................••,•..•....••..•.........,•.,.$15.00
Total Minimum Payment Due .......................................................•..•.$15.00
Payment Due Date...,.,.•.,,.•...,......•,.•.•,.• ...................•,,.,................5/19/12
Late Payment Warning: If we do not receive your Totat Minimum Payment by
the date listed-above, you may have to pay a fate fee of up to $36.00 and
your APRs may be increased up to the Penalty APR of 29.99%.
Total Minimum Paym®nt Warning: If you make only the Total Minimum
Payment each period, you will pay more in interest and it will take you longer
to pay off your balance. For example:
Previous Balance ..............•........,...$409.82
Payments and Other Credits ..............-416.99
Purchases and Adjustments...•......•.....147.14
Fees Charged ....................................................0.00
Interest Charged ...............................................0.00
New Balance Total .............•............•$139.97
Total Credit Line,..,.....• ................$19,800.00
Total Credit Available ...................$19,660.03
Cash Credit Line ............................$6,000.00
portion of Credit Available
for Cash ........................•............,:$6,000.00
Statement Closing Date .... • ... • ......... • 4/21/12
Days in Billing Cycle ..................................29
Tronsectlon
Oate Posting
Dete
Oescdptbn Retfrarence
Number Account
Number
Amount
Total
Payments and Other Credits
03/24 03/24 03/12 STATEMENT GAS REBATE -7.17
04/05 PAYMENT -THANK YOU 1791 -409.82
-$416.98
Purchases and Ad~tstments
03/31 Orl/02 HESS 38358 CARLISLE PA 4193 8478 40.00
01852728358MV2Y7000015749
04/03 04/05 HESS 38262 CARLISLE PA 3387 8478 55.05
01852728252MV2Y7000000608
conClnued pn next page...
- ~ - Neroemage 1 rwnsaotir,n orrer w kale tnp Suq,H94t ~O lirlar[SeS oy `
Rate Type Date Interest Transaction
Rate Type
8urahases 14.99~V $0.00 $0.00
Salanae Transfers 14.996V $0.00 $0.00
Direst Deposit and Check Cash 17.99$V $0.00 $0.00
Advances
Sank Cash Advanaea 19.99$V $0.00 $0.00
APR Type Oeflnitlons: Dally Interest Rete Type: Vm Variable Rate (rate may vary)
e
If you would like information about credit counseling services, call
1-866-300.5238.
St
eMEMBERS 1N
JAMES HS
Account umber: #### #### # 4106
Summary of Account Activity
~
?
_ ..
Previous Balance
Payments S 611.40
Other Credits 0.00
Other Debits 0.00
Purchases 0.00
Cash Advances 16.95
Fees Charged 0.00
Interest Cha~~ed 0.00
NEW RAI AnirG ~ 0.00
Credit Limit
Available Credit $13,000.00
Available Cash 0.00
Amount Disputed 0.00
Statement Closing Date ~ 0.00
Days in Billing Cycle 05/27/12
31
CurttaCt lnformatioft
!` Customer Service: (800) 283-2328 Ext: 6035 -- -_
~, Report Lost or Stolen Card: (866) 839-3485
/~ Please send Billing Inquiries and Correspondence to:
`t- CUSTOMER SERVICE
PO BOX 30495 TAMPA , FL 33630-3495
Visit us on the web at:
wvvw. members1 st. org
Please Mail Your Payments to:
PO BOX 4517 CAROL STREAM IL 60197-4517
Y/SA
Statement Closing Date:
May 27, 2012
_ Payment Information
- -- --~
- -
New Balance
Total Minimum Payment Due S 628.35
Payment Due Date S 20.00
Late Payment Warning: IF WE DO NOT RECEIVE YOUR 6/21h2
MINIMUM PAYMENT BY THE DATE LISTED ABOVE, YOU MAY
HAVE TO PAY A LATE FEE UP TO 525.
Minimum Payment Warning: If you make only the minimum payment
each period, you will pay more in interest and it will take you longer to
pay off your balance. For example:
If you make:: n0 You will pay off She And you: wiif end up -
additional charges balance shovin on this
using. this Card and statement irl abort , ; paying an'estimated
each month total of...
~__ Y~+ pay...
Only the minimum ~ ~ 3 years _ ~~~
payment $628.00
If you would like information about credit counseling services,
call (866) 791-4360.
TO REPORT A LOST OR STOLEN CARD PLEASE CALL MEMBERS 1ST FCU AT 800-283-2328 OR 866-260
OBTAIN ACCOUNT INFORMATION 24 HOURS A DAY CALL 800-299,9842, OR gCCESS ONLINE AT EZCARDINFO.COM.
-0868 AFTER HOURS. TO
NOTICE: CONTINUED ON PAGE 3
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