HomeMy WebLinkAbout06-14-13 (2) t� �
� 1505611186
REV-1500 EX(02-11)(FI)
PA Department of Revenue OFFICIAL USE ONLY
• Bureau of Individual Taxes County Code Year File Number
Po eox zaosoi INHERITANCE TAX RETURN 21 — 13 — 0030
Harrisburg,PA 17126-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELONV
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDVYYY
10212012 06241924
DecedenPs Last Name Su�x Decedent's First Name M I !
REESER JAMES R '
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
REESER MARGARET K '
Spouse's Sociaf Security Number THIS RETURN MUST BE FiLED IN DUPLICATE WITH THE
201-16-7372 REGISTER OF WILLS '
FILL IN APPROPRIATE BOXES BELOW '
X❑ 1. Original Retum � 2. Supplemental Retum � 3. Remainder Retum(Date of Death '
Prior to 12-13=82)
❑ 4. Limited Estate ❑ 4a. Future IMerest Compromise(date of ❑ 5. Federal Estate Tvc Return Required '
death after 12-12-82)
X❑ 6. Decedent Died Testate � 7. Decedent Maintained a Living Trust � 8. Totai Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.) ;
❑ 9. Litigation Proceeds Recetived ❑ 10. Spousal Poverty Credit(Date ot Death ❑ 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT- THIS 3ECTION MU3T BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE pIREC7ED TO:
Name Daytimet„�Telephone Num�er � '
._-. �
NANCY L REESER . 7�7�03-6�3 � �
�
n� re� us
� b, m �...� � �
A � �U "_` � `7
First Line of Address � � 7c a '�
�,
835 OHIO AVENUE � � �' � .-� �
� � .°`. � ,
Second Line of Address � � � � m
'p �"� Q � p '
D � "ri
City or Post O�ce State Z1P Code DATE FILED
LEMOYNE PA 17043 '
correspondenYs e-mail address: REESER p�MINDSPRING.COM
Under penalties of perjury,1 declare that I have examined this retum,inGuding accompanying schedules and statements,and to the best of my knowledge and befief,
it is true,correct and complete. Declaration of preparer other than the personal representative is based on aN infortnation of which preparer has any knowledge.
SI 'TURE OF P RESPONSIBLE FOR FILING RETURN DATE
����a n7�%�-��- G-�3 -l3
AD ES '
NAN L. REESER 835 O AVENUE LEMOYNE PA 17043-1528
SI RE THE �EPRES ATIVE DATE
� ,cPA 6/12/2013
ADDRESS '
R. WM. W{RE, JR., CPA 19,SOUTH 19TH ST., CAMP HILL, PA 17011-5402
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505611186 zwasa7,.000 1505611186 '
. J 1505611286
• REV-1500 EX(FI)
Decedent's Social Security Number
Decedenrs r,eme: JAMES R. REESER
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . � ,
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 Miscel�aneous Personal Property(Schedule E) , , . . . 5. 25,�1�.9�
6. Jointly Owned Properly(Schedule F) � Separate Bilfing Requested , , , , g.
7. fnter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) � Separate ai��ing Requested . . . . 7. 443,639.85
8. Total Gross Assels(total Lines 1 through 7) , , , , , , , , , , , , , , , , , , 8 4,69,�Jr0.76
9. Funeral E�enses and Administrative Costs(Schedule H). . . . . . . . . . . . . g. 21,$61.rj1 '
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule p , , , , , , , , , �� 6,447.4Q '
11. Total Deductions(total Lines 9 and 10), , , , , , , , , , , , , , , , �� ZH,309.00 '
12. Net Value of Estate(Line 8 minus Line 11) , , , , . . . . . , , 12. 44�,741.76 '
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which '
an election to tax has not been made(Schedule J), , , , , , , , , , , , , , , , �3
14. Net Value Subject to Tax(Line 12 minus Line 13) . , �4. 4,40,74�.76
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES '
15. Amount of Line 14 taxable '
at the spousal tax rate,or
transfers unrie�Sec.9116 '
(a)(1.2)X.O V V 56,133.03 '
15.
16. Amount of Line 14 taxable '
at�inea�rate x.oa.� 384,608.73 �6 17,307.39
17. Amount of Line 14 taxable '
at sibling rate X.12 17 '
18. Amount of Line 14 taxable
at collateral rate X.15 �8
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. �7,307.39
20. FILL IN THE BpX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � ,
Side 2
� 1505611286 1505611286 J '
2W4648 1.000
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REV-1500 EX(FI) Page 3 File Number 21-13-0030
•Decedent's Com lete Address:
DECEDENTS NAME
, JAMES R REESER
STREET ADDRESS
835 OHIO AVENUE
;
��N srArE ziP
LEMOYNE PA 17043-15'
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) ��� 1'J �,' 39
2. CreditslPayments
A. Prior Payments 12,�J00.00 !
e. Discount 657.88
($12,500 x .05263) TotalCredits(A+B) (2) �3 � $$
3. Interest
(3)
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 20 to request a retund. �q�
I
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 4 �� . 1
Make check payable to: REGISTER aF WILLS, AGENT.
, ; I
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 . . . . . . . . . . . . . . . . . . . . . . . . ❑ I„�
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 RETU
For dates of death on or after July 1, i 994, and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving s
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 per
[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�
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: i
� 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,
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(a) )
• The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is defin ,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
I
i
2 W4671 1.000 I
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_ . ._ _ _ . _ . . _ . . . d �
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REV-1508 EX+(p�12)
• pennsylvania SCHEDULE E
DEPARTMEfJrOF REVENUE CASH, BANK DEPOSITS�MISC.
RESIDENT OECE ENTTURN PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
JA1�5 R REESER 21-13-0030 I '
include the proceeds of litigation and the date the proceeds were received by the estate.
Ail ro e ointl owned with ht of surv(vorsh must be disclosed on Schedufe F.
ITEM _ VALUE AT DATE'
NUMBER DESCRIPTION OF QEATH
1. 1. CERTIFICATE OF DEPOSIT 25,41I. + 1
[MEI�ERS FIRST FCU A/C #263120-43] ! '
[TRANSFERRED TO SURVIVING 3POUSE PURSUANT TO WILL�
[SEE ATTACI�NT]
.
;
�I ����
; '
�i '
I,
(
iI
TOTAL(Also enter on line 5,Recapitulation) S 25 410.91!
2W46AD 2.000 If more space is needed,use additional sheets of paper of the same size. '�
REV-1510EX+(08-09) � '
� pennsylvania SCHEDULE G 'j'
DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND �U
INHERITANCE TAX RETURN M1SC.NON-PROBATE PROPERTY �
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JAMES R REESER 21-13-0030
This schedule must be completed and filed if the answer to any of questions 1 through A on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM IMLLOEi}ENWIEOFTFETRANSFEREE,TFEIRRFIATIONSHP70DECEDEMlND DATEOFDEATH %OFDECD'S EXCLUSION TAXABL�
NUMBE TT£LWTE OF7RAN�Hi.A7TACHA COPY OF TFE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPLICABLE VALUE
1. INDIVIDUAL RETIREMENT ACCOUNT 30,703.34 100 30,7 34
[ME1�ERS 1ST FCU; A/C #81815]
[SURVIVING 3POUSE AS NAt+II•D 8&N6FICIARY]
�
ACCRUED INTERE3T (lOfl/12-1Of21/12) {
[$27.73 @ 21 DAYSJ31 DAYS] 18.7$ 1Q0 2 �g
TOTAL [SEE ATTACHEI•IIdT] 30,722.12 100
----------- ii
f
2. CHECKING ACCOUNT 418,894.78 100 6,000.00 412,89 . 8
[CITIZENS BANK AjC #6231293487]
ACCRUED INTERE3T (10/20/12-10/21/12) .
I$A18,894.7B @ 1$ @ 2 DAY3/365 DAY3] 22,g5 �.�� 2 �j
TOTAL [SEE ATTACF�NT] 418,917,73 100
----------- �
ACCOUNT OWN�D JOINTLY:
1. JAL�S R. REE3ER (DECEDENT)
2. NANCX L. REESER (DAUGHTER)
3. ELLEN A. REESER (DAUGHTER)
—JOINT INTEREST WITH DAUGHTERS
CREATED IN AUGUST, 2012
TOTAL(Also enter on line 7,Recapitulation)$
443 639.8
If more space is needed,use additional sheets of paper of the same size.
�f����G�C�nM
. _.�...
REV-1511 EX+(�p_pg) SCHEDULE H
pennsylvania
. DEPARTMENTOF REVENUE FUNERAL EXPENSES AND
INHER�TPNCETAXRETURN ADMINISTRATIVE COSTS
RESIDENTDECEDENT
_ ESTATE OF FILE NUMBER
JAMES R REESER 21-13-0030
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. FUNERAL COSTS [MALPEZZI FUNERAL HOME] 14,105%.57
2. GRAVE OPENING/CEMETARY FEES [ROLLING GREEN CEMETARY] 1,4451,00
3. GRAVE MARI�R & INSTAS,LATION [ROLLING GREEN CEMETARY] 1,782I.00
B. ADMINISTRATNE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address '
Ciry State ZIP
Year(s)Commiss+on Paid: '
2. Attomey Fees: E STATE ADMIN. [GATE S, HALBRUNER, HATCH & GUI SE, P.C. ] 2,15 9.�I 4
3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 213.510
5. Accountant Fees:
6. TaxRetumPreparerFees: [R.WM. WIRE ASSOCIATES, P.C. ] 2,030.00
7. HOUSE SITTING DURING FUNERAI� SERVICES [COUNTRY MEADOWSJ 126.00
TOTAL(Also enter on Line 9,Recapitulation) $ 21 8 61.51 '
2W46AG 1.000 If more space is needed, use additional sheets of paper of the same size. ��
. .. . _ . _ . _ .. _ .. . . . . . . . _ _ . . �I
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R , t . . .. � �.� . . . .
EV 1512 EX (12-12)
- pennsylvania SCHEDULE i
DEPARTMENTOF REVENUE DEBTS OF DECEDENT,
INF�RITANCE 7AX RETURN MORTGAGE LIABILITIES& LIENS
RESIDENTDECEDENT
ESTATE OF FILE NUMBER ' "
JAMES R REESER 21-13-0030 �
RepoR debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expens �'
��M VALUE AT DAT �';
NUMBER DESCRIPTION
OF DEATH
1. TRANSPORTATION FOR MEDICAL SERVICE3 [MESSIAH LIFEWAYS] q'7,g • ��;
2. PHARMACY/MEDICATIONS [AI.ERT PHAI2MA,CY] 27,2 `,�,
3. SKILLED CARE lOjlfl2 - 10/21/12 [ME3SIAH LIFEWAYS] 6,372.3 �;
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TOTAL(Also enter on Line 10,Recapitulation) S 6 447.49 �'
zwasnH z.000 If mo�e space is needed,insert additional sheets of the same size. �'
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REV-1513EX+(01-10) SCHEDULE J
. pennsyivania
DEPAR7MEMOF REYENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF; FILE NUMBER:
JAMES R REESER
RELATIONSHiP TO DECEDENT AMOUNT OR SIWA�2E
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustse(s) OF ESTAT�',
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec. 9116(a)(1.2).]
1.� MARGARET K. REESER SURVIVING SPOUSE
835 OHIO AVENUE ,
LEMOYNE, PA 17043-1528 '
—CERTIFICATE OF DEPOSIT (SCHEDULE 'E') 25,41�.91
—IRA BENEFICIARY (SCHEDULE 'G') 30,72 .12
-------*� —
TOTAL 56,13�.!:03
2. NANCY L. REESER DAUGHTER
835 OHIO AVENUE
LEMOYNE, PA 17043-1528 50� RESIDU
—50'k CITIZENS CHECKING (SCHEDULE 'G') 192,30 'li.�7
3. ELLEN A. REESER DAUGHTER
835 OHIO AVENUE
LEMOYNE, PA 17043-1528 50$ RESID �I.L
—50� CITIZENS CHECKING (SCHEDULE 'G') 192,3041�36
EN1ER DOLL4R AMOUNTS FOR DISTRIBUl10NS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPRQPRIATE. I
�I NON-TAXABLE DISTRIBUTIONS
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: '
L
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ;
2W46A1 1.000 ff more space is needed,use additional sheets of paper of che same size. . ��. .
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LAST WILL AND TES�'AMENT t-- �� r�i �-� .
OF ''� `�� =� c�< ��
JAMES R. REESER �J �. . ..'�' �'�
,� .-, __. ....
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I, JAMES R. REESER of the Borough of Lemoyne, C:,��nberlar�:�� Cb'un,ty�,
_
� �� ��� �
Pennsylvania, declare this to be my Last Wil1 and Testament, hereby
revoking any will previously made by me.
I - I d.irect �.he 'payment of all my just debts and funeral
expenses out of my estate as soon as may be practical after my death. �l
' {
II - I devise and bequea�h a11 of my estate of whatever ' '
nature and wherever situate unto my wife, I��argaret K. Reeser, providin'��
she survives me by sixty (60) days. `
�
TII - Should my said wife fail to be living on the sixty-
first (61st} day following my death, then I devise and bequeath all
of m1 estate of whatever nature and wherever situate as follows :
A. I devise and bequeath the sum of $1, 00� to the
First Christian Church of Lemoyne, Pennsylvania.
B, I devise and bequeath �the balance of my estate unto ',
my daughters, �llen A. Reeser and Nancy L. Reeser now of Lemoyne, Pa. I
or their issue per stirpes. Should I die without issue surviving me,
then I devise and bequeath the balance of my estate as follows:
1. l0o shall be paid -to the First Christian Church, �i
Lemoyne, Pennsylvania.
,- .,,
T�.r�-��.�x,�% y��/'�%���.��..� �- Page 1
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ARNOLD &SLIRE,ATTOR[YEYS-AT-LAW,2109 MARKET STREET,CAMP HILL.PA 17011 I
. �
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. .
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Bonenber er 2• 30o shall be
J , now of Pittsbur paid �O mY sister
gh� Pa- • June Reese
Myers, children of 3" 30"° shall be paid to Beth Bitti
Marlin H. Reeser, ng and June � '
� h
Kunkle, now of Carlisle 30° shall be paid to
, Pa. - mY wife 's brother, Leell
The share of a deceased beneficiary shal
� per stir 1 be paid to his or her issu
pes.
_ k
Shouid my wife and I die simultaneousl
estates are administexed y SO that both of ou '
, the cash bequest of
Church shall be divided evenl $1• 000 to First Christ 'I
y between our estates.
'f
IV - I appoint my wife, Margaret K, I
this, my Last Will and Testament, Reeser, Executrix of `
Shou.�d my said wife 1 �
or cease to act as such fail to qualif I
, then I appoint m dau
y ghters ' I'�
and Nancy L. Reeser � Ellen A. Reeser �
, or the survivor, to act in this ca II
both daughters fail Pacit � �
tp qualif y• Should '�
y or cease to act as such, then I
Farmers Trust Company, Carlisle
aPpoint 'ri
• Pennsylvania, to act I� '
None of my personal representatives ln this capacity,` ',
this or an shall be required to post bo ` ��
Y jurisdiction, nd in
i ';
IN WITNESS WHEREOF, '' I
I .have hereunto set my hand and
the _ '"_'� ,-, '
day o� ;,, seal on this, ,
���--%.t-�.x , 19 8 4.
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—�.;;`�=`"�`,��.�' C � /C.t-.�.,. �
� �� �ames R Reeser~ �SEAL) '
Page 2
ARNOLD &SLIKEr A7-rpRNEYS-AT-1,qyy ,
. �09 nTnxxar
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. _ ET,CAMP HILL
. . . . . . ,PA VO11 . . r... ..
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Signed, sealed, published and declared by JAMES R. REESER, Testator
therein named, on this and two (2) other sheets of paper as and for l
ij his Last Wil1 and Testament in our presence, who, in his presence, at ' !
his request and in the pxesence of each other, have hereunto subscrib'
, our names as attesting witnesses. 1
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� .�., t1}�j � r:'y� '� 'f'�--: i�-L.. ' . . . . . . . . . . . .
� ,, Name Cam Hi1l, Pa.
Address
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,.�����,_ ,. � �,f . f. . . . . Gamp Hill, Pa.
, Name � —�--�.. _
Address
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Page 3
ARI�'OLD&SLIKE�ATTORNEYS-AT•LAW,2109 MARKET ST2EET,CAMp HILL,PA 17011
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COAZMONWEALTH OF PENNS�.'LVANIA)
. SS .
COUNTY OF CUMBERLAND)
t�7E, the undersigned, the testator and the witnesses, respectively,
whose names are signed to the foregoing instrument, being first duly
sworn, do hereby declare to the undersigned au-thority that the testatC�r
signed and executed the instrumen.t as his Last Will and Testament and '.
that he signed willingly (or willingly directed another to sign for
him) , and that he executed it- as his free will and voluntary act for
the Purposes therein expresaed, and that each of the �aitnesses , in the
presence and hearing of the t�stator signed the wi11 as witnesses and
that to the best of their knowledge the testator ��as at that �ime
eighteen years of age or older, of sound mind, and under no constraint'
or undue influence.
� - � :-�
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,�--!� t.E:�:��� / , � � �-l:=i=i.C�-'"L.^'
I' � Testat�r: .
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� j(` Laitness "
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witness -
Subscribed, sworn to and acknowledged befor.e me by the testator,
and subscribed and sworn to before me by both witnesses, this ST�
day of June , lgg .4
L� /'�"- l��CiGt�.a�
Notary Public
�1��/�7�y{�vR�)�.�^�t���:y.��';�f��y�i�e��i��
CiliLf 15M�1.�W�1��=.iIJFTi��f�l 4f.:.iik�^:
�r co��o�ss�r���E��s��f.r�.�a,�.�,�� ..
I��rahe�,Ps!�naql�a�f�A�soc'saii��i�i�ci:-i�•� _
ARNOLD &SLIKE, A7TORNEYS-AT-f nw 4100 M191[FT G'rDic�i. ............ ... ...... I
- - -�-� - -
0000263'[20 REESER,JAMES R Share 0043: 49 MONTH CERT Transaction Summary Q2/23l2013
•' Posi Date ID Eff Date Transacti... Trans Amt Balance... InU... Fees New Bafance Qescnption Pre�Availa...
Check 00 788909 Disbursed 25,509.53
02/15/2... S 0... 02/15l2... Check W... 25,509.53 -25,509.... 0.00 0.00 0.00 25,009.53
°!o%APY Earned 1.16%Q1/01/13 to�1l3'1/13
01131/2... S Q... 01/31l2... Dividend... 24.89 24.89 0.00 0.00 25,509.53 1.950% 24,984.64
%%APY Earlled 1.16% 12/01l12 to 92/31l12
12l31/2... S Q... 12/3112... Dividend... 24.87 24.87 0.00 0.00 25,484.64 L950% 24,959.77
%%APY Earned 1.16% 71/01/12 to 11l30/92
11/30/20... S Q... 11/3Q/2a... Dividend... 24.04 24.04 0.00 0.00 25,459.77 1.150% 24,935.73
%°fo APY Earned 1.16% 10/01/12 to 10/31/12
10/31/2,.. S 0.,, 1Q131/2... DiVldend... 24.82 24.82 0.00 fl.00 25,435.73 1.950% 24,910.91
%°lo APY Earned 1.16%09/01/12 to 09/30/12
09/30/2... S 0... 09l30/2... Dividend... 24,00 24.00 0.00 OAD 25,410.91 1.150% 24,886.91
Page 1
. _ _ _,�.,,
�� Send Inquires to: StatefTl@11t of Accounts
500o Louise prive
_ PO Box 40
. Mechanicsburg,PA 17055 Sep 25, 2012 thru Dec 24, 2012
www.membersl si.org
, Main Switch6oard: (800}283-2328
EZ Call: (717)697-4372 or(800)283-4372 Account Number: 81815
f�p: ��1��ss�-s3i2 or�soo)2sa-2s2s exc.53y2
OO TeleBranch: (800)237-7288
MEMBERS 1St - Balances at a Giance: _
FEDERALCREDIT UNION CI"1eCI<fl'lg: O.00
8960 1 AV 0.3°0 17919-6960 Savings: 5.00
-= L��lI1���Ill����I��L�II����ILI�I���I�II��I���IL�I�I����lll Certificates: 30,123.88'
� JAMES R REESER Loans: O.QO
� MARGARET K REESER MOCl2y Matlag@Cl'letlt: O.�Q'
�= C10 MARGAREI"REESER
— 835 OHIO AVE Swipe 5 YTD Reward: 0.00
= LEMOYNE PA 17043-1528
'= Page: 1 of 2 '
Your aggregate balance as of December 1st is $350,984.75.
An aggregate balance of $2,500 and having 3 products
will place you in the Silver MLR IeveL
1099-{NTs are not included in this statement. If you earned at least $10.00
in dividends on your account for 2012, you will receive your 1099-1NT in
a separate mailing in January 2013. 1099-INT information will also be
available on Members 1st Online earfy in January.
SAVINGS ACCOUNTS
0000 -REGULAR SAVIfVGS
Date l"ransaction Description Additions Subtractions Balancg
Sep 25 Ba/ance Forward 5.Otl
Dec 24 Ending Ba/ance g,pp
Q�10 -IRA SAVINGS
Date Transaction Description Additions Subtractions Balancej
Sep 25 Ba/ance Fonya�d p.pq,
� /RA SAV/NGS Closed
***This is the frna/statement presen6ng information on this product'`*' ,
"' P/ease retain this fina/ statement fo�fax�eporfing purposes �'*'
,F z , i
G �` S }'
I
CERTIFIGATE Ar�OUNTS �� � �
0017 -15 MONTH IRA CERT � � �
� � � �:
Date Transaction Descrip6on F �_ �- �' Additions Subtractions Balance '
Sep 25 Ba/ance Foitva�d �. �` 30,675.61 '
Sep 30 Deposit Dividend 1.100% } ,� � 27.73 30,703.34
Annua/ Percen tage Y ie l d Eame d 1. 9 9 0�f rom 0 9/0 1/2 0 1 2 t h�oug h 09/30/2012 ,,.
Oct 31 De osit Dividend � � �'"�
P � 27.76 30,731.10
Annua/ Percentage Yield Eamed >.9>0'/o from:90/OJ/2D�>2 �oug h•-�D 30/20,>2
Oct 31 Withdrawal Transfer To Share��00208Tran�sf��`to'�a-R� � ��� 30,731.10- 0.00
15 MONTH /RA CERT Close�d�� '�"`}"`��' ��"��
sss T E::l sLT� ;G L r'I? E1 '� ��T F"k?,�
This is the fina/stafement:presentmy rnforma�tron�on�fhi��product*'*
'*'" PJease retain this fina/ statement for tax�eporting purposes *"
--- Continued on following page ---
St Send Inquires to:
5^^^Louise Dr,'ve Main Switchboard: (8�0)283-2328
. ��. PO Box 30 EZ�a��� (7y7)697-4372 or(S00)283-4372
Mechanicsburg,Pq 17055 TDD: (717)697-5312 or(800)283-2328 ext.5312 D920-B?60 Sep 25, 2012 thfU Dec 24 2
��������' www,membersyst.org TeleBranch: (800)237-7288 ACCOUnt NUmber:
Page: 2 0
. !,
� 0020 - 15 MONTH IRA CERT Maturity Date -Nov 09, 2013
Date Transaction Descri tion - Additions Subtractions ga� ' � ��
-Oct 3 9 8a/ance Fonva�d �_
Oct 31 Deposit Transfer From Share 0017 Transfer from ano 30,731.10 �—
Oct 3�1 Deposit Dividend 1.100% 30,73 ' �_
_-- Annua.� Pe�centage Yie/d Ea�ned 1. 11��from >0/3 9/20>2 th�ough >0/31/2�12 ��93 30,73 '� ---
""— Nov 30 Deposit Dividend 1.100% 27 79
== Annuai Percentage Yie/d Earned 1. 11(1'�from 11/01/2012 th�ough 11/30/2012 30,759' '—'—
'�' Dec 1�� Withdrawai by Check Death ` ��
Check 00 772401 Disbursed 635.94 635.94- 30,123 ''
=�" Dec 2�i' End/ng Balance
"'— 30,123
- YTD SUMMARIES _ ;
TOTAL DIVIDENDS PAID I'
0000 REGLLAR SAV�NGS 0.00 I'
Q01Q IRA SAViNGS 0.00 �
001? 15 MONTH IRA CERT �'
76.74
0020 15 MONTH IRA CERT 2g.72 I"
. �,
Total Current Year IRA Contributions 0.00 �'
Total Current Year IRA Contributions �'
Total Year To Date Dividends Paid 0.00 , �,
NOTE: 7otai includes closed shares 0.00
Total Year To Qate Nontaxable pividends 361.53 I,',
Don't forget about our new Member Loyalty Rewards Program. �
The more produets you have wifih us, the more benefits you'll receive.
Ask an associate for details or visit our website at www,members1st.org for details.
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��� � 1-800-773-7373 Account Statement
, CaLI Citizens spedal,dedicated Gold
, Customer service line any time for account
informatiort,current rates,and answers to Q OF $
yous questions.
� Beginning September 22, 2012
through October 19, 2012
Checl�ing
S U M M ;R Y JAMES R REESER
Balancc�Catculati m Ba[ance NANCY LEE REESER
ELLEN A REFSER
Previou;Balance 150,021.64 Average Daity Balance 252,543.94 Money Market Plus
Checks .00 - fnterest XXXXXXX348-7 '
Withdra^rals 8,018.50 -
Qeposifi� &Additic ns 26b,b97.91 + Current Interest Rate 1,pp o
Interest Paid 193.73 + Annua!Percentaqe Yie(d Eamed 1.00%
turrent Balau�ce y lg g94.�g Y Number of Days Intarest famed 28
�InterestEamed 193.T3
Interest Paid this Vear Z13,37
You can vaivc:�the i nonthly mainteoance fee of$20.0o by maintaining a minimum daiLy balance in
your aca unt of$5,�oo.
Your-�inimum daily balance used ta qualify this statement period is: $160,003
Previous�lalance
TRANSACTI�N DE7AIL5 160,0 1.64
Withdrav�als
Other Wit:hdrawats
Date A nount Description
✓U9/25 �8.50 Deluxe Check Check/Acc. 1209Z1
�/10/11 8,Ot0.D0 Transfer =
� Totat Wiffidr�xals _
! '
8,01�.50
Deposits�r Addition s ' -
Date Aniount DescripHon -
✓f10/03 116,73';.02 Transfer • e
r10j09 50,96;'.89 Qeposit -
J10/18 99,OOi;�.00 Deposit °_
� Totat Deposits&Addi�prts _
266,697�91 _
Interest _
Date Am iunt Description '
10/19 193.73 Interest
�_ TotatInterest Pa9d ',
�"'� 193.173
� Cument Bala�ce
.a.
Daity Balanr.e 418,894.�8
Date 13alance Date Balance Date Balance
fl9J25 1b0,G03.14 1Q/09 327,701.05 1OJ18 418,701.05
10J43 276,738.16 10/11 319,701.05 10/19 418,894.78
Mem6er FOIC � Equal Hmising Lender .
_ . . . . . _ . . — . . . . I.