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HomeMy WebLinkAbout10-12-12 (2)1505610143 REV-1500 Ex(°'-'°' ~, OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 80X.280601 INHERITANCE TAX RETURN 21 12 0 67 8 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 200 36 8583 06 08 2012 Decedent's Last Name Suffix THORPE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix PRESCOTT Spouse's Social Security Number Date of Birth 12 28 1956 Decedent's First Name MI CHRISTOPHER D Spouse's First Name MI JUDY L THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ^ i i l R t Supplemental Return 2 ^ 3. Remainder Return (date of death urn g e na 0 1. Or . prior to 12-13-82) 4. Limited Estate ^ ^ 4a. Future Interest Compromise (date of death after 12-12-82) ^ 5. Federal Estate Tax Return Required (~ 6 Decedent Died Testate ~ J l ^ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) ~ 8. Total Number of Safe Deposit Boxes ) (Attach Copy of Wil ^ 9. Liti ation Proceeds Received 9 ^^ 1 p. Spousal Povertyy Credit (date of death between 12-31 ~J1 and 1-1-95) ~^ u 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number GEORGE F DOUGLAS III ESQ 717 249 6333 First line of address 354 ALEXANDER SPRING RO Second line of address City or Post Office State ZIP Code CARLISLE PA 17015 - ,....> P~LLS USE O1( REGISTER OF Q ~ C7 ~ :+~ --~ ~ 1~T , ~~ ~~~ N i ' ~- ~ o~.~~ ~`~ DAT . CLD c »~' ~~ ~~ ~~'~ r r-~ ~. ~; ',...... t _E..t _., r;" 1 t _ _ .' 'T'1 ~_ ~:=:,--_ ~n O _z..~ Correspondent's a-mail address: gdouglas@salzmannhughes.COm 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, rrect and complete. D claration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT RE F PERSQN RES ON I LE FOR FILING RETURN DATE f ADDRESS Judy L. Prescott 7nq Tni~~hc+nnp InrIVP_ Carlisle. PA 17015 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE `- d ~ ~ George F Douglas, III Esq. ~, ~~ 2 ~~ `Z- ADDRES 354 Alexander Spring Road, Suite 1, Carlisle, PA Side 1 1505610143 1505610143 ~^ h~~ J REV-1500 EX Decedents Name. Thorpe, Christopher D. Decedent's Social Security Number 200 36 8583 RECAPITULATION 800.00 40 1. ................................................... Real Estate (Schedule A) .............................. ...... 1. , 2 5 , 62 5 . 0 0 2. Stocks and Bonds (Schedule B) ....................................................................... . ...... 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)... ...... 3. 4. Mortgages 8~ Notes Receivable (Schedule D) .................................................. ...... 4. 5~ Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ......... ...... 5. 12 , 4 5 0 . 0 0 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested...... ...... 6. 8 62.7 6 7. Inter-Vivos Transfers & Miscellaneous f~oq-Probate Property (Schedule G) a Separate Billing Requested...... ...... 7. 8, 2 4 4. 3 5 8. Total Gross Assets (total Lines 1-7) .............................................................. ....... 8. 6 7 , 9 8 2.11 9. .. Funeral Expenses & Administrative Costs {Schedule H) ............................... ........ 9. 2 555.66 r 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ...................... ........ 10. 35 6.63 11. Total Deductions (total Lines 9 8~ 10) .......................................................... ......... 11. 2 , 912.2 9 12. Net Value of Estate (Line 8 minus Line 11) .................................................. ........ 12. 65 , 0 6 9.82 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. 65 , 0 6 9.82 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 6 4, 2 0 7. 0 6 15. (a)(1.2) X .00 16. Amount of Line 14 taxable 0 _ 0 0 16. at lineal rate X .045 17. Amount of Line 14 taxable 0 , 0 0 17. at sibling rate X .12 18. Amount of Line 14 taxable $ 62 . '] 6 18. at collateral rate X .15 19. Tax Due ................................................... .............................................................. . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 1505610243 0.00 0.00 0.00 129.41 129.41 J REV-1500 EX Page 3 1'1.....,.J.,.,~~~ ~~mr~le~n Arl~lrncC• File Number 21-12-0678 -------•-- -----r---- - - - DECEDENT'S NAME Thorpe, Christopher D. STREET ADDRESS 209 Touchstone Drive _ _ ___ --_ CITY STATE i ZIP Carlisle PA ~ 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 0.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box 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) Total Credits (A + B) (2) (3) (4) (5) 129.41 0.00 129.41 _ 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 :............................................................................... ^ U b. retain the right to designate who shall use the property transferred or its income :.................................. ^ c. retain a reversionary interest; or ............................................................................................................... d. receive the promise for life of either payments, benefits or care? ............................................................ ^ 2. If death occurred after December 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 January 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)J. 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-1502 EX+ (11-08) SCHEDULE A ,. ~~ REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Thorne. Christoaher D. 21-12-0678 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08) Rev-1503 EX+ (8-98) COMMONWEALTH OF ?ENNSYLVANIA INHERITANCE TAX RETURN RFSIf1FNT nFCEl7ENT SCHEDULE B STOCKS & BONDS ESTATE OF (FILE NUMBER Th^r~ +^n 21-12-0678 e, Chris her D. All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, additional pages of the same slze~ Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EXt (6-98) ,m COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Thorpe, Christopher D. 21-12-0678 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. (If more space is needed, additional pages of the same stze~ Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECECENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Thor e, Christo her D. 21-12-0678 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Lori D. Mulholland B. C. 607 N. Hanover Street None Carlisle, PA 17013 JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF DECEDENT'S INTEREST NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSE INTEREST TENANT JOINT JOINTLY-HELD REAL ESTATE. 1 A 09!11/2001 Members 1st Federal Credit Union, Checking 707.10 50.000% 353.55 Account No. 68630-11 -Joint with Lori D. Mulholland 2 A 09/11/2001 Members 1st Federal Credit Union, Savings Account No. 68630-00 -Joint with Lori D. Mulholland TOTAL (Also enter on Line 6, Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. 1,018.42 ~ 50.000%~ 509.21 862.76 Form PA-1500 Schedule F (Rev. 6-98) Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Thorpe, Christopher D. 21-12-0678 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY HE DATE OFnTROANSFER SATTACN A COPY OF T~E DEIED ~OR REAL ESTATDE DATE OF DEATH VALUE OF ASSET °i° OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 American Balanced Fund - A(11) - CB&T Custodial 8,244.35 100.000% 8,244.35 Roth IRA -beneficiary is Judy L. Prescott, wife TOTAL (Also enter on Line 7, Recapitulation) ~ 8,244.35 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+ (10-06) COMMONWEALTH OF PENNSYLVANIA SCHEDULE H FUNERAL EXPENSES & ESTATE OF FILE NUMBER Thorpe, Christopher D. 21-12-0678 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N MBER A, FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Salzmann Hughes, P.C. 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. I Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 2,000.00 250.50 7. Other Administrative Costs 305.16 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 2,555.66 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Thorpe, Christopher D. 21-12-0678 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 1 Register of Wills -filing fees 30.00 2 Salzmann Hughes, P.C. -reimbursement for probate expenses reimbursement for payment 75.00 to Cumberland Law Journal for legal advertising 3 Salzmann Hughes, P.C. -reimbursement for probate expenses reimbursement for payment 200.16 to Cumberland Law Journal for legal advertising reimbursement for payment to The Sentinel for legal advertising H-B7 305.16 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ X12-08) SCHEDULE 1 ~~ DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Thorpe, Christopher D 21-12-0678 _ RPnnrt riehts incurred by the decedent arior to death that remained unpaid at the date of death, including unreimbursed medical expenses. (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1513 EX+ (11-OS) COMMONWEALTH OF PENNSYLVANIA SCHEDULE J Q~IUr~>s=1~leRIF~ ESTATE OF Thorpe, Christopher D. NAME AND ADDRESS OF NUMBER PERSON(Sl RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 9116 a) 1.2 1 Judy L. Prescott 209 Touchstone Drive Carlisle, PA 17015 2 Lori D. Mulholland 607 N. Hanover Street Carlisle, PA 17013 FILE NUMBER 21-12-0678 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE DECEDENT (Words) ($$$) n.. ~1..• 1 :..~ T...c~e a/c\ __- Spouse I Entire Estate I 64,207.06 None I All Items on Schedule F Tota I ~ Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover sheet, as a ro i NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 862.76 65,069.82 TOTAL OF PART II ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) Ta~DB Result Details Page 1 of 1 Detailed Results for Parcel 07-~?-30'1-~7>.-OO1C47~ in the 2010 Tax Assessment Database DistrictNo 07 Parcel ID 07-42-3304-47~.-001 C4 / ~ iVlapSuffix HouseNo 11 Direction Street MICHAUX ROAD Owned THORPE, CHRISTOPHER D C/O PropType RS PropDesc LivArea 336 CurLandVal 0 CurImpVal 40800 CurTotVal 40800 CurPrefVal Acreage .00 CIGrnStat TaxEx 1 SaleAmt 4000 Salevlo 10 SaleDa 04 SaleCe 20 SaleYr 03 DeedBkPage YearBlt 1932 HF Fi[e Date HF_Approval_Status - - - - - - - - - .. _ ~. .. _ .. .. i r, n rnn, n Sirius XM Radio Inc., SIRI Historical Quote - (NASDAQ) SIRI, Sirius XM Radio Inc. St... Pale 1 of 1 I ~', '. ~~ Y'-1 fmai5rynbokXeywerdsr t ~ ~ ' , , Slfi ` EfabariSjarirulLaokup Home Quotes Neuva Industries Markets Historical quotes BipReports This Historical Quotes tool allows you to Zook up a security's exact dosing pace. 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Open an for 30 days online equity trade account today o =., :-. e ..+...,. .......~. -.,....,...rw~....•..-.~~.«,..,,~.-.~-.~.,~...... ......«.,..- .,»..~.:.,..~...Y,. .~ Home I UO~ I Job Oocorunrc~ee I Contact V5 I Feedback ~ Heiv Copynght 2012 Marketwatch. Inc. All rights reserved. By using this site, you agree to the terms of Use antl Pnvacv Foficv (updated 10!18/2011). Intraday Data provided by SIX Financial Inlormation and subject to terms of use Histoncal and current end-of-day data provided by SIX Financal tnformaticn Intraday data delayed per exchange requirements S&PIDow Jones Indices (SM) from Dow Jones 8 Company, Inc All quotes are in local exchange time. Real time last sale data provided by NASDAQ More information on NASDAQ tradeC symbols and their current financial status. Intraday data delayed 15 minutes for Nasdaq. and 20 minutes ror otner exchanges 58P/Dow Jones tndrees (SM) hom Dow Jones 8 Company Inc SEHK intraday data is provided by SIX Financial Information and is at least 60-minutes delayed. All quotes are in local exchange time l,ttr-•//h;Rr~hartc n,arlrPtu;atrxh rnm/h;ctnri~.;~1/~Pf~>>lt ;~cn?~~'mh=c;rid-~.1n~PT~att'=~i°/n~F'R°/n7F-.- 9/~/~?n~? Chevrolet : C/K Pickup 200 none Chevrolet : C!K Pickup ~~00 none ~ eBay eBay eBay Motors > Cars & Trucks > Chevrolet > GK Pickup 2500 Item =~'C~~0-8~~0 1988 Chevrolet CIK Pickup 200 1988 Chevy 3/4 ton Research 1988 Chevrolet ClK Pickup 2500 mcgowan110 (7 ) Item Location: Time left: Bid history: Current bid: Price: Coverage: Sell one like this Vehicle History Report Vehicle History Report Summary 1988 Chevrolet C/K Pickup 2500 VIN #: 2GCFK24KOJ1151051 Report Run Date: Jun-27-2012 /AutoCheck A ;,,qtr c?f E s ~ensn Provided by AutoCheck, a part of Experian. Copyright Experian Information Solutions, Inc. 2010. All rights reserved* Shipping Brandon, Iowa, United States 2C~ O9h (Jul 04, 2012 16:35:53 PDT) 2 bids US $910.00 Reserve not met US $1, 500.00 This vehicle is eligible for up to $50,000 in Vehicle Purchase Protection when your transaction is completed online through eBay.To qualify you must be the winning bidder on an auction or click the Buy It Now button directly on the eBay site.Restrictions Apply. (Not eligible for eBay Buyer Protection) See the report Highlights Title Issue Odometer OK Check: found Check: Accidents: None Owners: 3 See the full Vehicle History Report AutoCheck Score 23 Below V~Jithin Above Range Range Range 29 - 53 over 53 under 29 Below range vs. similar 1988 Pickup - Full Sized Page 1 of 7 If your vehicle is near you, just maka arran•:;en,ent, v,~ith ti~~e sellei t~~ pick, it up. If it's further away, you can either fly or drive to the car's location, or you can hire a Shi:pinn, serr,ce to get it deli~~ered to ycr_ir door. The seller may ha~J? additional cpiions available, so check their descnptior, r;r mire irform_,tior. Important Information Fram This Seller Sells to: United St=tes buyer is responsible for ••:ehide picku~~ or shipping. Shipping Quates Hire an auto transport company to ship this vehicle to your door. Payment _ To ensure e smooth trans.:~ction. be sure to ~ ~ ,;e1~a al' of ~~ur o;~•tior.s for payment and financing carefully before purchasing this vehicle. Review the se'ler's payment instructions earefu!iy If •,~ou ha~~e an:r questions, be s~.~re to ask [he seller before bidding or sending your pay-rr~er;t. Seller's payment instructions See Item Description for details Deposit via PayPal US $500.00 within 48 hours of auction close. _ .._~_ e. ~ •, n~~ nccn-~rrloll '7 /7 /7(11' .Kelley Blue Book ~= ' i ti ~~~' Kelley Blue Book .,tE,F~.S,E~ a~u,~~h~E t~t ~~~~ .~-~t Your Blue Book®Value #~~ ~ ~3~ °~ ~~~~ ~ en Jetta ~`~'~ ~ Stvle: GL Sedan 4D a ~ . `. :~ - ~~ ,w-- Private Party Value Excellent $1,773 Very Good $1,623 f Good $1,548 Fair $1,048 Page 1 of 2 e: 187717 ~ ~~ MPG: City 20/Hvvy 28 Doors: 4 Drivetrain: FWD EPA Classy Compact Cars Country of Origin: Germany Max Seating: 5 Engine: 4-Cyl, 2.0 Liter Transmission: Manual, 5-Spd Body Style: Sedan Country of Assembly' Mexico Your Configured Options Our pre-selected options, based on typical equipment for this car. Options that you added while configuring this car. Engine 4-Cyl, 2.0 liter Transmission Manual, 5-Spd Drivetrain FWD Comfort and Convenience Air Conditioning Power Door Locks Steering Power Steering Tilt Wheel Entertainment and Instrumentation AM/FM Stereo Safety and Security Dual Air Bags Wheels and Tires Steel Wheels New Cars You Might Like 2012 Volkswagen )etta 2012 Suzuki SX4 advertisement wny aasr Kelley Blue Book ~w~ ~-f~' "' Ke!!ey blue BOUk IhiE TRUSiFO RtSO1;RCE ~ t` ~ . '"~:.u~ Your Blue Book®Value ~' ~ ~ 2004 Jee~ Liberty Style: Limited Edition SporEUtility 4D Mileage: 69063 Private Party Value Vehicle Highlights Excellent MPG: City 15/Hv~y 19 ~ $9,552 ~ Very Good h Doors:4 { $9,202 Drivetrain:4WD Good ~ EPA Class: Sport Utility Vehicles $8,977 Country of Origin: United States Fakir t__.._.._______._.__._____.__~_..____.__._____..__._______. i $8,052 i Your Configured Opt ions Our pre-selected options, based on typical equipment for this car. / Options that you added while c onfiguring this car. 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'7 /'1 /'1!11'1 advertisement why ads PRIMARY OWNER: REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date or' Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned 01/01/2012-05/31/2012 Name of Joint Owner Date Joint Ownership Established CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned 01/01/2012 -05/31/2012 Name of Joint Owner Date Joint Ownership Established LOR! D. MULHOLLAND 68630-00 07/27/1987 51,018.37 5.05 S 1, 018.42 51.73 Christopher Thorpe 09/11 /2001 68630-11 07/27/1987 S707 10 5.00 S707.10 5.00 Christopher Thorpe 09!11 /2001 .~ EMBERS 1sT FEDERAL REDIT U O ~ (~ y1 ~,`~ U ~ r~~~ 'vL- .. y~~ Danielle A. Kline Lending Insurance Support Specialist June 21, 2012 Estate of: CHRISTOPHER D. THORPE Date of Death: 06108/2012 Social Security Number: 200-36-8583 5000 Louise Dt-i~~c~ 1'.C). 3~.-~~ 4~1 '~Techaru~~sb~zr~, Pcn~«~~1~-ania 11: ~5 (~(ii)j ~?53-23?8 ~~-«'<x:memberslst.org American Funds -Historical Account Balance Historical account balance « Return to Your Porfoiio As of June 08, 2012 Total value: $8,244.35 Non-retirement accounts: $0.00 Retirement accounts: $8,244.35 Pale 1 of 1 Select a different date Retirement accounts CB&T CUST ROTH IRA CHRISTOPHER D THORPE/DEC'D ~I Fund Name AMERICAN BALANCED FUND - A (11) -_.__.._-___.-_-- I Account: 952056863 j Shares NAV P~larket Value June 08, 2012 June 08, 2012 June 08, 2012 433.913 $19.00 _ ------- $8,244.35 I Account Total: _ _.._........_.-_...._.,__,..._e ... ...........W. ,__.o....~..x....~ $8,244.35 u:iv..uY.._..,...,...,..sssc~c~c.:.x;w;.a;.wu~wuua~~.:: As of June 08, 2012 Total value: X8,244.35 Non-retirement accounts: $0.00 Retirement accounts: $8,244.35 View the histOrica9 balance fOr a different date: To view your historical balances, enter a specific date or select aquarter-end period using the drop-down menu and click Submit. mm / dd / yyyy OR Select aquarter-end period: Copyright ©2012 American Funds Distributors, Inc. All rights reserved. PRIVACY I Portfolio agreement i Business continuity ~ Contact us Beneficiary information Account: 952056863 information I Important beneficiary designation ~ How to update a beneficiary ~ AMERICAN BALANCED FUND - A (11 j 1 CB&T OUST ROTH IRA CHRISTOPHER D THORPEIDEC'D j Designation Primary beneficiaries Birth date SSN/TIN Relationship date ~ DEFAULT IN THE FAMILY 12/29/2011 AGREEMENT '' SPOUSE CHILDREN GRANDE-IILDREN Spouse -Judy L. Prescott ESTATE, AS APPLICABLE L ~~~~ ~ ~ ~,.y., ..~.:~~.~ti .~.,~s ~,,,,~ ,. .... .. ~.~ __,~,m.-~. ,. .~ ,, ~ .,~ •.y.reacs~~;"'~*° sx.,,. .,~.s_.r~. - ~ ~ .5:...~,~....a:.a~~,.~....a.w.. a,P.a.~~..._»....,~ _s. ~.~,,.~....N....~. .~ ,~..