The URL can be used to link to this page

Home My WebLink About04-1186 SELIGMAN, FRIEDMAN & COMPANY, P.C. CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS www.seligmancpa.com Harrisburg · 1027 Mumma Road · Wormleysburg, PA 17043 · (717) 761-0211 ° Fax (717) 975-9750 State College · 1423 North Atherton Street ° State College, PA 16803 · (814) 238-8474 · Fax (814) 234-3523 York · 96 South George Street, Suite 350 ° York, PA 17401 · (717) 843-0040 · Fax (717) 843-0075 December 27, 2004 Register of Wills Courthouse 1 Courthouse Sq. Carlisle, PA 17013-3387 Estate of Mabel F. Dunaway DOD 03-27-2004 Cumberland County SS# 162-01-4844 Dear Sir or Madam: The estate of the above referenced decedent is requesting an extension of time to file form REV-1500. The reason for our extension request is that the Executrix of the estate, Joyce Mattson, daughter of the decedent, followed inaccurate advice from a prior advisor. Our firm became aware just recently that Mrs. Mattson was required to file an Inheritance Tax return when she brought this matter to our attention as a part of another discussion. She indicated that another advisor told her that an Inheritance Tax return was not required because most of Mrs. Dunaway's assets were titled in joint name with Mrs. Mattson. We have calculated the approximate total value of the assets transferred at death as shown on the attached page one of REV-1500 and have forwarded a check for the appropriate amount to the Register of Wills, Agent in Cumberland County. We expect to finalize the REV-1500 by January 15, 2005. Sincerely, Kenneth W. ~., CP~P Cc: PA Department of Revenue Robert N. Levy, CPA, CSEP James A. Smeltzer, CPA, ABV Robert S. Freed, CPA, CFA, CFE David G. Phillips, CPA John J. Cardello, CPA Calvin d. Wagner, CPA Jodi L. Green, CPA Michael S. Signor, CPA, ABV James J. Karchner, CPMPFS, CFP Arthur J. Full, CPA, CFA Edward E. Wagoner, CPA ,; ; , Claire S. Weaver, CPA, CSEP Founding Partner Murray D. Friedman, CPA COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEP~ 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I,- Z LU DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) F DATE OF DEATH (MM-DB-YEAR) IDATE OF BIRTH (MM-DD,YEAR) ~ ;.'Z - ~, ~- ,' 9 ,~ 2,, OFFIC AL ,SE FILE NUMBER I.LI (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I SOCIAL SECURITY NUMBER 1:3 Z []10dginal Return [] 2. Supplemental Return [] 4 Limited Estate [] 4a. Future interest Compromise Idaa of d.~th a~er E~6. Decedent Died Testate (A~ach copy ~f W~I) [] 7. Decedent Maintained a Living Trust (^~c~ ropy oITrush [] 9 Utigation Proceeds Received [] 10. Spousal Parody Credit (data of death between 12-31-9~ NAME FIRM NAME TELEPHONE NUMBER( 1. Real Estate (SchedutsA) (I) 2. Stocks and Bonds (Scheduta B) (2} 3. Closely Held Corporation, Padnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5 Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6 Jointly Owned Property (Schedule F) (6) [~ Separata Billing Requested 7 InterNives Translers & Miscellaneous Non-Pmbats Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9 Funerat Expenses & Administrative Costa (Schedule H) (9) 10. Debts of Decedent, Modgage Liabilities, & Uens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusta for which an election to tax has net been made (Schedule J) 14, Net Value Subject ~o Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLtCABLE RATES SOCIAL SECURITY NUMBER THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS E~5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes COMPLETE MAILING ADDRESS (11) (13) 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16 Amount of Line 14 taxable at lineal rate 17, Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 0 (15) .12 (17) 15 (18) ¢9) ms s ti) certify that the inlbrmation here given is correctly cooiet fi'om an original certificate o!' death duly filed with me as Local .Registrar. Thc original certificate will be forwarded to the Stale Vital Reco[ds Office for permanent liling. WARNING: It is illegal to duplicate this ¢op¥ by' photoktat or photograph. Fee k)r this certificate, $2.00 No. ~ Date LCd'"'-x · '.. ..... Local Registrar 3 0 7_004 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH =~^,~ ...... Mabel F. 92TM Cumberland Housewife 308 West G~een Street SEX S~IAL SECURITY NUMBER Female 162 01 - 4844 16. Shiremans town, Pa 17011 Feb 28 Philadel ~o~,.~,1'-I ~r'l ~ [] ..... [] ~, [] is~,a~l~. White East Pennsboro ,.(/3/,,~,/- , , _ 5/:~;_c~ / v..u 1~,~ ~,~-,~1 Widowed ,t Ric~rd Reaser [] ~b. March 31,2004 LIC R I,,. Elizabeth Sht}te I~. ~ ~r~s ~fireet ~ec~nzcsburg~Pa 17055 .,.Rolling Green Cemetery ~,~. cmp Hitt~ Pa i.,.myers-narner ~unerar Hme In~ t~X~i i w~m ~q AUTOPSy MANNER OF DEATH TIME OF INJURY LICENSE NUMBER IDATE SIGNED iNJURY AT V~ORK? DESCR~BEHOWINJURyOCCURRED t, Year} 3MPLETED CAUSE d F DEATH COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004773 MATTSON JOYCE L 600 CHARLES STREET MECHANICSUBRG, PA 17055-6636 ........ fold ESTATE INFORMATION: SSN: 162-01-4844 FILE NUMBER: 2104- 1186 DECEDENT NAME: DUNAWAY MABEL F DATE OF PAYMENT: 12/28/2004 POSTMARK DATE: 1 2/27/2004 COUNTY: CUM BERLAN D DATE OF DEATH: 03/27/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,600.00 TOTAL AMOUNT PAID: $3,600.00 REMARKS: SEAL CHECK#153 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 April 1, 2005 Telephone (717) 787-3930 FAX (717) 772-0412 Seligman, Friedman & Company, PC 1027 Mumma Road Wormleysburg, PA 17043 Re: Estate of Mabel F. Dunaway File Number 2104-1186 Dear Sir/Madam: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 06/27/05. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. / Sincerely,,__ ~~/~ . Claudia Maffei, supervlsr Document Processing Unit Inheritance Tax Division ~~ ~ . REV-1500 EX (6-<]0) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT 1-L'S:~ NUMBER I- Z W C W U w C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DUNAWAY, MABEL F. REV-1500 DATE OF DEATH (MM-DD-YEAR) 03/27/2004 FILE NUMBER .2.L-o..4 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 162-01-4844 DATE OF BIRTH (MM-DD-YEAR) 02/28/1912 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) LU I- :.:::$CIl uO:::':: LUQ.U J:oo uO::..J Q.al Q. <( ~ 1. Original Return D 4. Limited Estate o 6. Decedent Died Testate (Attach copy of Willi D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (dale of death after 12-12.82) D 7. Decedent Maintained a Living Trust (Mach copy of Trus!) D 10. Spousal Poverty Credit I.da!e of death be!ween 12.31-91 and 1-1-95) D 3. Remainder Return (dale ofdealh pnor!o 12-13-82) D 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (AUach Sch 0) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) NAME JOYCE MATTSON FIRM NAME (If Applicahle) TELEPHONE NUMBER (717) 766-4485 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule Dj z o < ...J :) !:: a.. c:x: U w 0::: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) COMPLETE MAILING ADDRESS 600 CHARLES ST, MECHANICSBURG, PA 17055-6636 (1) (2) (3) (4) (5) c..) --") 1-~1 c") ';fS _.J ,,-.'l . c_-=> -rJ (6) 72,716.42 (7) c> C.,) (9) (10) (8) 8,741.46 72,716.42 (11) (12) (13) 8,741.46 63,974.96 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 63,974.96 z o ~ I- :) a.. :E o U ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due x .0 (15) __€l3,B74..9€l x .0 4~ (16) 2,878.88 x .12 (17) x .15 (18) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (19) 2,878.88 20.~ , Decedent's Complete Address: STREET ADDRESS 308 WEST GREEN ST CITY SHIREMANSTOWN STATE PA Tax Payments and Credits: 1. Tax Due (page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3,600.00 Total Credits (A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestiPenalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT ZIP 17011 (1) 2,878.88 I 3,600.00 0.00 721.12 (5) (5A) (58) PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: 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; 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? .................. .. ................................ ....................."....... ................ 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................. ................................................. ............................. Yes .0 ..0 ...0 ..0 No [K] [K] [K] (iJ [K] [K] ...0 [K] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penatties o! perjury, I declare thai I have examined this relurn, including accompanying schedules and statements, and to the best o! my knowledge and belie!. it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. Sr;i. U. RE OF PERSON RESPONSIBLE FOR FILING RETURN '/teL-- --yyJ~ ADD S V -- . j' SIGNAT~{~.. PRESEC{3B ADDRESS 1027 MUMMA ROAD, WORMLEYS RG, PA 17043 DATE 6/~~/Oj -- DATE 08/25/05 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. rs to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (Ii)]. llents for disclosure of assets and filing a tax return are still applicable even if For dates of death on or after January 1, 1995, th The statute does not exempt a transfer to a survil V\ {-\ P 1) 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 or a stepparent of the child is 0% [72 P.S. ~9116(a)( The tax rate imposed on the net value of transfers t< The tax rate imposed on the net value of transfer5 --- ('\. individual who has at least one parent in common wi ..J . HL ~ 3 or younger at death to or for the use of a natural parent, an adoptive parent, Iries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. , 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MABEL F DUNAWAY SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER SURVIVING JOINT TENANT(S) NAME If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. RELATIONSHIP TO DECEDENT A. JOYCE MA TISON B. C. JOINTLY-OWNED PROPERTY: ADDRESS 600 CHARLES ST, MECHANICSBURG, PA 17055 DAUGHTER LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH iTEM FOR JOINT MADE iNCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SiMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE V/\LUE OF ASSET INTEREST DECEDENT'S INTEREST 1- A SMITH BARNEY BROKERAGE ACCT 724-09614-12789 102,422.63 50 51.21132 2 A PSECU XXXX0162 3,91814 50 1,95907 3 A. PNC BANK 51-4001-7309 135.98 50 67.99 4 A 538.23 SH TRI-CONTINENTAL CORPORATION 9,144.53 50 4,57227 5 A. 1257.334 SH USAA H. INTERMED TERM FUND 44900307216 16,873.43 50 8,436.72 6 A 786.164 SH USAA T.E. LONG TERM FUND 43900583509 11,116.36 50 5,55818 7 A USAA MONEY MARKET 1,821.73 50 910.87 TOTAL (Also enter on line 6, Recapitulation) $ 72,716.42 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MABEL F DUNAWAY FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AM UNT 1. FUNERAL EXPENSES: FOOD, DRESS, FLOWERS, FUNERAL HOME & CEMETARY EXPENSE Name of Personal Representative(s) B. ADMINISTRATIVE COSTS: 1 . Personal Representative's Commissions Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: State Zip 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) REV.1513 EX+ (9-00) '*' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MABEL F DUNAWAY NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] JOYCE MATTSON 600 CHARLES ST, MECHANICSBURG, PA 17055 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) DAUGHTER FILE NUMBER AMOUNT OR SHARE OF ESTATE 100.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) - ~ - - - - ~ - - - - ~ -- ~ - -- - - ~ - - - - - - -- - - - - - -s:- -- - -IoOi:.ODrn OI\lI\lO~cQ) iiil'l':Jev~""l -tOlC~~:;;a 5'5'C~'%~ UlUl:Jo:.~t,Q o.o.o.~~.(II ~~~o.g:(II ~. ~. :l Ul :J C [%'5 fr'3 5' 5' 'a '3 -a -a to) . ' ""l ~~ -< .';;;<'. ~ io 1,\ ,.(1).. C ? ',' a- I\l Di ::l ("I ev -I o - ~ <. ~ s:: CD ';' X 0- c: Q. ~ I>> t"l .... t"l ~ s:: CD Q. ~ CD ... CD UI ~ - ~oo :....aob~ ... 0 0 01 '" ...-" ~grJ ~ i.,l) ~ -..I 01 tT iO -4 -::r .. :%'0 o to .... ",r.~ O?oooo~o. gg'g'g'g'g !1: co \::1 -<:... t> .... ~-" IS ....Q)O..,Jo.-J & ~'g ~ $ "'-I ~ .. (,0) ~ i3~-4 -::r .. to :% ~ o '? ~ .. tT ii .... '" ooOO?? g'g'g'ggg (,0) (;; ... t3 ~ ~ ~ 'I\l C'> C'> :" ~ z Z tD "'0 ~~~ 0 C'> Ul -' ""l I\l(\)S ~ Ul 0 -. 0 ~c:J_ Q. ~.IO- 0 ~<a a ~~ (II ;::;:'0 <: c: !!!..8 ~ '3 t;::;:C'3 g!!!..Ol g- ~~ ~ ID g r; -< ~Q."'" ~;~ II>~(,\ ID'" Iii'- e -I -I J> -I tD g. ~ ~9..~ ~ ~ ~~5' i~~~% CC'OOIO 3(\)~3<: \II 0 (\) ID tIJ 'i>> E' o ~ (\) - g 'j ~ 9.. Q. ev '0 8 ~ i S 0. ~ III Iii .... ';it i -:; i llIl -.. ..... (,0)'0 !l2CDOI(,o)'-l _ ~ U'I....... ~o'-''-'o =- "-oS ,g.~cn - ... -4 ... S~. "s o'~ 1 bbO 0 g.OGJo.. ..., .., :\~ ~\ .... ~g~WW.g ::>~gggCD ~(\)e-~.~%' ga-~~m':-'3 ~iV.i~gg ~~ ~~t;~ ~ Q. III II> S. a ~ ~ ~~ Q. II> ;::;: C 0' ~ a ~ ~ o :J II> ~ ~ %~~ ~ ~ ~ ~%%~~~o (1) (1)::>0.....1>Ic: 0.::>Ul3SDi~ ~oo.ooo.~"" c' 0::> (\) C ~ a ~ \~ E- Ul ~~~ ~ g s. Ul 0. (1) :J 0. III \ \ \ \ \ "" -..I~ t-.)-Jcn "co "QD "~l ~w~ <t3~'!l .:.;.;.... .,',',:.'. ::;:::;:::; .;.:....... - .. s '0 ~ g - .. i. ...... -... ~ e .., ~ en ........ ....~ w ~ W II' ~~ ... (,0) U'I ~:o ~~J>D ~g; l _c (\) ::I g~ g ':- g-g % ~ -tO~. Cf'O Cf g ~ ~ ~ III '5< ~ ~~8 IIlO- '00::> cC\II ...::>::> '0 ~< ~0.1/l ~o~ . ~ ~ ::>;::;: o (ii' cll> "'\11 gg ~g Ill? ~3 ~ ID 0.< ;iCf- g~ ... 0.1>1 Y'O: s:0' ~< CD 0 _c; ~g fro. 3CD 1>13 <~ gP- ... (\) 5' c. ~ ~ 0. 's ~~ .... - -.. ... (II i. "" $~~ e.4 '.. .... '"" 01'0'1\> 'w~' ~!.~~la~o~i PI. 0 :..o~ '.I> oCn ~ _ .... -..IU'l1I' 9.011" OIDO g,Rg .... .... ... g~g '0 iii '0 Gl'(;Gl -......- &%& ~g~ ~...~ \II 0 III ... c:: ... ~IO ~ !P.5~ lilCIll -....- ::> ....::> o:;l'n (\) ; iji" ~ 3 1Il0(\) 3~3 CDP-g 30'"' O'-z ~::j-< oGlUl _:;om ....Oz ~cJ> "'Ul Will 0 o ::> . co.l>I ~.s :;) ~' CD 0. l/lCs. 53~ c.Cf.... (\)'"''0 ~~~. gill a ." 0 '0 ...(\)\11 0<:- ~O(\) oCD)< ~\IIg. 0'" III ::> (\) ::l O~lC OID(ll ..0 0.. ~ oCDUl ...33 ~.~ ~ g~~ .-lIltD !!!.~~ .,,_::> n'&~ , ...- <:1Il nl>l (\)0. 3" ID -' ... III ~ -' III 0 ::> So 01 0::> _0. ~I/l g~ ...<: '0 -, o o (ll :,3 th~ \II~ ~s. ~n ~g Ill'"' ::>0 o.C '0 ~Gl ev- o cCf l/l III (\)- 0.; OIID ::> ... o.~ ;a 10- iii'~ ~' ... III (ll ::> 0.0. .... -' ;;Ui o 01 c;- 10"" :;I'-=- o III s~ S'I>I CD::> ~o. 0-' ...11> p.~ (\) 0. \; ....l!'. -..I ... '0 o en (I) ~ g~~g, .4 ... ;:r -s ~ ~ ~,.. to i~i e~'!-. .4 -::r 13 ;; (D ;;- (j) g'J> '-..1 - ~ ~ '0 I;; ~ i ;. ~~~~~~ ~ \s o Q) (II ?" - c: ~ P- O" Q) ~ ~ 0. ~ ." o (II ~ :;0 ~ ~ ~ 01 10 10 g o ... ... ~ .J> - - - =- - - =- == - - ::: - =- - - - - - - ~~a~~ _ClO-<.-.t:. 'Xl~n03n m. mm~ s: r- oo.l )>~s:o: zm~C:"" ~m"""Z.t:. OZCI)~:' ~CI)O>~ z"""Z-<.& "0 ~>g )> ~Z; l:"" 'XlOct:l ..,j 0 ct:I Cl CI) w l:"" 0 l:"" ~ I ct:I tr > \J"l 0 OJ 0 l:"" .... CI) m r- ." o o .... oo.l )> - - =- =- - 0< _0 -'~ 501 ';0 a o~ c~ -00 III C)~ '0:- CD'" ~ ~ ~ III i ~ \'rn -..I :r. ~ ." tll < 3~J>~bOo ~.~:;oz' tDl; in~OI~(j)tD;tl"T\ 3 ""0 9 Ul;tl Orn 5' ;::;: ...tDo)('<1>I 6-g~Ct/l"'z~ ~r- ~~~~~ ::>3 ~'""o ~'" "'0 t/lo . ~ J> g g::>..."1\ 111 39. 'jr" t: ~ 0 if ~... ;? 3 S 0' III ... :J ~ n o 3 tDt/l ;~ ::l (ll g.tl. .. t/l 01(1) 0:2- 0-' , C'> ~(ll ";'lg :::.~ g~ :.:- 0> ~ .l>- I\> If ..... ..... "" 0> .4 :!. \I' -<:. to !!: n - r+ - \C -'\ o .a ~\ ~(I) Ol(O """\- 0(0 ::rtl,. ~n - ~i' ~a. (") ::r~ WQ) ~ ...... (0 '253 0(0 ~~ .. )> n n o c ;, .... ;, C S 0- m ... oo.l ~ ~ .... .t:. ClO .t:. 'f' ..... w oo.l ClO U) - SMITH BARNEy..... cltlgroupJ Mabel Dunaway and Joyce Matson Value of account as of 3/27/04 Share Description Price Value Amount 171 AMR Corp 12.179 2082.61 114 Barr Pharmaceuticals Inc 46.610 5313.54 283 C-Cor Net Corporation 13.425 3799.28 ,/ 47 CVS Corooration 34.745 1633.02 120 Caremark RX Inc 33.159 3979.08 225 Cendant Corooration 22.615 5088.38 114 Chicos Fas Inc 44.79 5106.06 34 Chubb Corporation 68.131 2316.45 106 Cisco Sys Inc 23.65 2506.90 121 Constellation Brands Inc 31.914 3861.59 131 Direct TV 15.298 2004.04 46 Ebav 67.266 3094.24 80 Electronic Arts 51.62 4129.60 12 Hot Topic 26.265 315.18 65 Johnson Controls 59.252 3851.38 67 Phelps Dod!!e Corooration 79.94 5355.98 62 St Paul Companies 39.94 2476.28 200 Southern Companies 30.428 6085.60 240 Susquehanna Bancshares Inc 24.878 5970.72 37 UnitedHealth Group Ine 62.12 2298.44 408 Liberty All Star Eauitv Fund 9.955 4061.64 106 Ishares Lehman 1-3 year treas 82.97 8794.82 771 PIMCO Oooortunitv Fund 16.97 13083.87 35 PPL Electric Utility 4.50% 82.55 2889.25 50 PS Bus Parks Pfd 7% 25.00 1250.00 1074.68 Smith Barney Money Market Fund 1.00 1074.68 TOTAL 102422.63 The information herein has been obtained from sources we believe to be reliable, but do not guarantee its accuracy or completeness. Citigroup Global Marlreu Inc. 11 North 3rd Street, 2nd Floor Harrisburg, PA 17101 Tel 717 7801700 Fax 717 233 2090 Toll Free 800 2371700 -PSEC~ Pennsylvania State Employees Credit Union 11111111 P.O. Box 67013 (717) 234-8484 (Harrisburg) Harrisburg, PA 17106-7013 (800) 237-7328 (Nationwide) website - http://www.psecu.com DID YOU KNOW THAT YOUR IMMEDIATE FAMILY IS ElIGIBLE FOR PSECU MEMBERSHIP? CAN APPLY AT WWW.PSECU.COM. THEY 1...111...111......11...11.11..111111.1.11..11111..1.11.1111.1 MABEL F DUNAWAY 308 W GREEN ST SHIREMANSTOWN PA 17011-6521 JOINT OWNER JOYCE L HATTSON PAGE 1 1~~t~~EGTlVJa' >" "":.~~'~I~ItC ' "'.",',..,,', .......r.~Q~....;.} ~l. ~=~ 1....>....~.f'EES:.. ..'" ."""".n.OR.. ~..,.....:.I :,.,...~.~...... ...:.wo. UN,. T"".'."~'.."..':.:.:. r:. :?.::.....". '.' .. ..J ..)~.NEW.,.......... '.'.".'.'::..' ," . "..,...:.... :"" 12..:...,....,"~~' ....~<?l? ... . .. ..... ... ':':';:::221 _.aT'1.1 I>:~- ...",.."..,.. . . c- - .. , ,. -. """" ID 01 REGULAR SHARES BEGINNING BALANCE 9912 50 PAYMENT: BY CHECK MAIl213 -19 1000.00 10912 50 WITHDRAWAL TRANSFER ................. 1000.00- 9912 50 :.;i:::t;::~~=.~X;;~~!I~~i.;JJi........:.,:,~.'::.,..:l~i:..:l4~;i~~1:::~;...~~~~tl,..:.f:liill """,'.u<r!TUnD'AU1\''':''''''''''D'AN~'F~D. .......... .......... .. ..... ..)m!:,~:;.~. ,".' .....'~.'~..J:.... ...... ...lIhIlO'"'' ft.,.."., . ':2'l't'1"~' 'lI'h.'.'...... '.. '." .'.:..:':,'""'::,a:.n"lSft",":\;i;".:."u",~. ~ ,,",,,.:.::::' :::,'...:', .::..::.:::'.::::::'~'" : . . .. ,..: .~JQWJlt:~JiiiliL.:.-:,,~.::.."H1V:".:..:v' ''C',,:,' ,,"""7' .~.. ~4'::: ""::",,,,'::'.:, . TO MATTSON~EUGENE C XXXXXXXXXX SHARE 01 ~ PAYMENT: DIVIDEND 0.750% 5.64 3918.14 ANNU~~'i~2~CVEE"RNTAG~'E~;D" ~!:;PB' ::~~NNEQ .....'F':':~,'.,~.3~. ~~2M:.,:,~~<~t<~,~<~n~~gY~,R~<~1,(O~.:.~ '..~I.~ :1',...... ... lfASED',"'OI'(,:,:# .' !:",:."j ""';.;".."....'.. ft~K CE'..'O'...".:J~:"..QJf:t/...li!8'... ......... ..... .. ....... . ......... ............ ..' ......... ....... "". .... . .... ..nIVIDENJ)~?VTD... ..YEAR ...mO..,DATE...:,::::......':., ":":??""'''': "."... ..,.... ........... ... .. ......,. ........ .....1&>6',: ,.. ,.,.."... " DIVIDEND YTD: IN 2003 . 98 53 03/01 03/09 ;:I.il!~. .. .,:. ::::IO.'iz"j""5~ ,:-.':":.'.'. ~ ", .::;:;:::;::' 'W:I.:::~: r..-;':.. ..... 03/31 ..::::::q~f~;); ======================================================================================= 03/01 ID. 04 ..CHECi<:ING. BI:GIN~l~R,..~A~!\~fs.... i!fl!5~:'H;!u.i!l~!!EI~;:~.:~!':!H;>:':: ........... ...........;. ... ...... ................. .,' 03/02 CHECK 004454 03/02 CHECK 004416 03/03. ., CHI;P< 00.4451. :: .j' ....::::,:: ...O;~..~.... .., .0:.:;.,....:....,......1.:.,.:.,.:.:..:.......,:.:....:.....:..:...:..:.,..,......"....:.,.,:..,!..... .~.:H..:;;.:.;....:!...i.,...:.~0:..~:o:~~.1~.".:.,s5:~~.\::.,i.,.,!.....,!.....i:...H . ".. ... .'.::.. ...... .....):i:..:::.. ..'.. ...,... ... ]~u ~;:,<: .... ~....n. """" "'~::i:.U~:~~U./:.::::~:~/:::.~ ... '. ...:;.::}:'.. ".. ... ..,."...... .. . 03/05 CHECK 004453 03/09 PAYMENT: BY CHECK MAIl213 -19 03/09 CHECK 004463. .. :,:"::~:: :H!I::,;;:!:::t=,~:ji! ~):}..:.-.;.::.:::,:::............,:,:, ...:.. .. 05%10.: : .... '.CHECK, 0,044:62 '... ::'.,:::.:..::::: ' 03/10 CHECK 004418 03/10 CHECK 004460 03/10 CHECK 004459 .......,......,. .:i~=~~:,' .~::::i.i=~:r ..... .. .. .... ..ii...... .. ....... .... ....... ::. m . ." ...... ":. :03011 : ':'o""'.'::.' : CHECK L004456 .. ... ::}:,~~.::.. ........... .... .. ..... .......... ...... ....: ...... 03/12 CHECK 004472 03/12 CHECK 004468 03/15. CHECK 004469". ................,........ 1:03/16: CHEt:t<:Hp0447:$ . n<>n,nnni\. - CON r!NUED ON FnI I nWHIt:: PAGE /;.:i~fl~.i;::.: ... ...... :~:~:::::::~:~::: 125.00-v'1136.06 49.49-\/1086.57 " }~::.z7~iZ~lD59.45: : ......,...:,:,:.. :::::::( ~4~5.~;;;>>tol'4.:' 86 ; ..,(, I:". '1: :4!'mO.:}tJ ""'0.' O"~"';i'i~Y;':':>'i 'na'7:4'r<' 8:0.' .:. .. .'........,..,.,. . ',.....: ,.~ .....,' ..... .... ':: l'OO':OO:;77'4:8~ .,., 2350.00;/3124.86 7. oo-v 3117.86 .. . " ...... :'. ":IZ.~?~t.lQ'-:. 86. "" .. ::...la~~5a..~29z2..Z8 m ..".....~~:.~~~~:H .. 141: 72,~<~635,.74 11. 56~.26Z4..18 IV\; ZO~.2i!iQ6:.98. a&il:sQF513 . 85 ..... . ..... 16.00- 11'2502.85 204 62-'/2298 23 30. 00-V'2268. 23 . ..a3:i$z+1l1'2Z44.>9~ 4112233 "'::'''I:'''j'''''I'II'1 ........... .' ....... ... .':' ::.::' :'"., ..::,. < .. ~ree Checking Account Statement '~c Balik' For the period 03/05/2004 to 04/06/2004 1< MABEL JOYCE o PNCBAN< Primary account number: 51-4001-7309 Page 1 of 2 Number of enclosures: 0 - C For 24-hour banking, customer service and ~ interest rate information, sign-on to !r Account Link @ by Web on pncbank.com or call 1-888-PNC-BANK Moving? Please contact us at 1-888.PNC-BANK I8l Write to: Customer Service PO Box 609 Pittsburgh PA 15230-9738 C Visit us at pncbank.com .h3 III TDD terminal: 1-800-531-1648 For hearing impaired client.s only INC Investments Financial Consultants can help you prioritize your goals through a :omprehensive financial portfolio. Vhelher you are saving for retirement, est.ate building, putting your child through college, or building a nest egg, goo. setting is at Ie core of any investment plan. By taking the time to talk with you about your personal ol~ectives and becoming fa . iar with our investment preferences, your Financial Consultant. can find ways to make the most of your money and address e' h goal. NC Investments Financial Consultants can be reached t.hrough our Customer Service Center at 1-800-762-6111, it.s bsite at ww.pncinvestments.com or any local PNC office. PNC Investments LLC is a subsidiary of PNC Bank National Association. Investment products are not FDIC insured, may lose v 'e and are 01 gU:1ranleed by PNC Bank 01- its b:1l1k affili:1tes. :ree Checking Account Summary ccount number: 51-4001-7309 Account Link @ number: 0162014844 lalance Summary Beginning balance 3,4S5.98 Deposits and other additions 2,370.59 Checks an. d other/ deductions 3,3!'lO.OO Ending balance 2,506.57 Average monthly balance 1,159.25 Charges and fees "ransaction Summary Checks paid/ withdrawals Check Card pas signed transactions Check Card/Bankcard pas PIN transactions o o Total ATM transactions PNC Bank ATM transactions Other Bank A TM transactions o o o ~ctivity Detail teposits and Other A:titions .11e Amount scription '\,'2~1 21.53 Deposit Refel'cnceNo. 02.5238102 ~ 1/31 299.81 Direct Deposit - Annl.lit:1J.l1 j D P A Treasmy Depf 1 f,20 H 84'1 " 1/01 1,129.25 Direcl Dcposit- NaAnll Pay DFAS-Clevebnd 102014844 leposits and Other Additions continued on next page Mabel F Dunaway Joyce L Mattson Please see the Activity Detail additional information. .00 There were 4 Deposits and at! r Additions totaling $2,370.59. FORM953R-OI04 Free .Checldng Account Statement IQI For 24-hour customer service information, sign-on to Account Link @ ~ by Web on pncbank.com or call1-888-PNC-BANK Account number: 51-4001-7309 - continued For the period 03/05/2004 to 1110612004 MABEL F DUNAWAY Primary account number: 51-4001- 09 Page 2 of 2 Deposits and Other Additions - continued Date Amount Description O{/02 920.00 Direct Deposit. SOl' Sec US Treasury 30316201'18-141\ Checks Check number J Date Amount / 'l< paid 3,350.00 03/11 Reference number 656 026892136 There is 1 check listed totali $3.350.00. Daily Balance Detail Date Balance 03/05 3,485.98 03/11 135.98 Date 03/29 03/31 Balance 157.51 457.32 Date 04/0] 04/02 Balance ],58IJ.57 2,506.57 Get the Credit Card That Rewards You Every Time You Use It. Introducin~ the new PNC Bank WorldPoints (sm) Credit Carel. Earn cash, travel or other merchandise rewards fo every net retail dollar that you spend. Apply now for your new PNC Bank WorldPoints Credit Card at any PNC Bank office or ~y calling 1-888-PNC-BANK. If you already have a PNC Bank Credit Card, ask about applying for a new WorldPoints CareL There1s a Better Way to Pay your Bills Do you spend a lot of time each month sorting your bills, writing checks, buying stamps and hunting down mailboxe to make sure they arrive on time? Give yourself a break-;md more time-by paying your bills the fast and easy way-right from our computer. Account Link(!9 Web Bill Payment lets you pay virtually all of your bills at one time, from one place, thro gh a source you can trust, PNC Bank. Best of all it's FREE. Visit pncbank.com for more information and to get started today. uT. CLJ._ .1-_' M.I-_ / C/J ~hf)/U7/; .JM- {rJ(}/rW/lUYrl/lfM fiJ(}/'1~~uU}/Jl. 100 Park Avenue. New York, NY 10017 www.tric{ mtinental.co!l1 lPG MABEL DUNA WAY & JOYCE MATTSON JT TEN 600 CHARLES ST MECHANICSBURG, PA 17055-6636 Year-to-Date Summary . DMDEND OPTION * CAPITAL GAIN OPTION * CASH REINVEST DMDENDS SI-ORT TERM CAPITAL GAINS 21.53 Year-to-Date Activity DATE TRANSACTION DETAIL 03125104 04113/04 BALANCE FORWARD 1/01/04 011 SHAR 86 Total Fund Value as of 04/13/04 at a price of$17.22 was $0.00 Transaction Confirmation STATEMENr DATE TAX ID NUMBER ACCOLNr N'-"IBER -1092 1092 -4597 Tri~Cm~ti!!.ental Corporation Common tock ~ 1 ?-l, ,!J1 04/13/04 CERTI FI ED 4128600009 STOCKHOLDER SERVICES 24-HOUR TELEPHONE ACCESS: WEB SITE Now you can access your accounts online at www.seligman.com. To register, call Shareholder Services at 888-241-1265 between 8:30am and 6p any business day. CERTIFICATE SHARES BooK SHARES LONG TERM CAPITAL GAINS NoN-RESIDENr AuEN WITI-I-t()LDING TAX DoLLAR AMOLNr SHARE PRICE SHARES THIS TRANSAcrION ERAL BACKLP WITHHOLDING SHARE BALANCE 538.230 , (0'1 --I '1 D'::> ,~ J- )" 3 ~ 1 s ~() ( e... J(~ ~I&,qq( TOfAL SHARES - - - - - - ----- - - - - Historical Stock Quotes and Charts - bigcharts.marketwB.tch.com This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. \1,D? . NSQ:lIEt)1L~ 0 .". . . , j h .' 1"':'< > ~ v k Introducina$7 Limit Orders atScottrade -Now at Scottrade, not only are market orders $7, but limit orders are too... TimingCube: Up 9000/0 Since 2000 - 4 Trades a Year - Join thousands of Trend Timers who have taken control of thel... Trade Stocks with TO Waterhouse - Open an account and trade free for a month. Take advantage of our unlquecomblnatl... Get Ken Fisher's StockMarket Outlook - Forbes columnist and money manager reveals what factors will shape them... Jim Cramer's Every Investment and Trade - Find out what Cramer Is buying for his $3MM portfolio with a thlrty-d.. . TO Waterhouse TradeCentral Scottrade:.No,inaetililty. . . FeeslAPply1Nowl . . S 995 FI,,! orolim' t-qt1Jt '; tradt't:!.. 1~1 http://bigcharts.marketwatch.comlhistorical/default.asp?detect=l &symbol=TY &c1ose dat... 2/1 /2005 Historica~ Stock Quotes and Charts - bigcharts.marketwatch.com lb,qt ~RED\t;t~ e,' I) " , i Introducina$7 Limit Orders at Scottrade - Now atScottrade, not only are market orders $7, but limit ! orders .are too... i I TiminaCube: Up 900% Since 2000 - 4 Trades a Year- Join thousands of Trend Timers who have taken i control of thel... i Trade Stocks with TD Waterhouse - Open an account and trade free for a month. Take advantage of our ! unique comblnatl... ! Get Ken Fisher's StockMarket Outlook - Forbes columnist and money manager reveals what factors will ! shape the m... Jim Cramer's Every Investment and Trade - Find out what Cramer Is .buying for his $3MM portfolio with a : thirty-d... TO Waterhouse TradeCentral Scottl'1lde::' Fees! ;Apply s 9 95 f 1,1t ("1 I nil' t~quay tt'2df>.::'... http://bigcharts.marketwatch.com/historicalldefault.asp?detect= 1 &symbol=TY &c1ose _ dat... 2/1 /2005 ~.~ ~~ USM@ . USAA INVESTMENT MANAGEMENT COMP ANY INVESTMENT ACCOUNT CONFI FOR: 04/29/2004 Customer Service 1-800-531 in San Antonio 456 TouchLine@ 1-800-531 MABEL F DUNAWAY JOYCE L MATTSON JTWROS C/O JOYCE L MATTSON 600 CHARLES ST MECHANICSBURG, PA 17055-6636 9800 Fredericksburg Road San USAA NUMBER: 4631798 Ending Value Year-to-Date Dividends I,,?J~~ ) h ~. -:. 13~;;L ~ ).-) ;7~' 'id It. ~1^TT""'Trr 1"\1::' U-nr"V ATION - ~ - - - - - - = = - - ~ - = - - - ~ - - - - ~ H,istOl:ical Stock Quotes and Charts - bigcharts.marketwatch.com This Historical Quotes tool allows you to look up a security's exact closing price, Simply type in the symbol and a historical date to view a quote and mini chart for that security, . lJ.'1'!!Il& c.". I" " J ' i Introducing $7 Limit Orders at Scottra de - Now at Scottrade, not only are market orders $7, but limit ! orders are too... , I TimingCube: Up 900% Since 2000 - 4 Trades a Year - Join thousands of Trend Timers who have taken I control orthel... I j ! Trade Stocks with TD Waterhouse - Open an account and trade free for a month. Take advantage of our i unique comblnatl... i Get Ken Fisher's Stock Market Outlook - Forbes columnist and money manager reveals what factors will i shape the m... 'Jim Cramer's Every Investment and Trade - Find out what Cramer Is buying for his $3MM portfolio with a , thlrty-d... TO Waterhouse TradeCentral Scotlrade:}No , Inactivity 'Feesl;lwply .NoWl s 995 f I;rt nllhfll' t"qUfty'tf.3df1!;. l~t http://bigcharts.marketwatch.comlhistoricalldefault.asp?detect= 1 &symbol=USA TX&c1ose... 2/1 /2005 Hi~torical Stock Quotes and Charts - bigcharts.marketwatch.com This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. ." i'\I_jpn:HJrlNKS. 'oil' L",", '^;I~, "" ~ < " ... Introducing $7 Limit Orders at Scottrade- Now at Scottrade, not only are market orders $7, but limit orders are too... TimingCube: Up 900% Since 2000 - 4 Trades a Year - Join thousands of Trend Timers who have taken control of thel... Trade Stocks with TD Waterhouse - Open an account and trade free for a month. Take advantage of our unique comblnatl... Get Ken Fisher's Stock MarketOutlook- Forbes columnist and money manager reveals what factors will shape the m... . Jim Cramer's Every Investment and Trade -Find out what Cramer Is.buylngfor hls$3MM portfolio with a , thirty-d... Schwab Active Trader ScotIrade: ~No.,jnactlvlty Fees!ApplyNovJl. s 995 Hst ("Ihm' f"'qt.UlV tf~dt~~~ Ijll http://bigcharts.marketwatch.com/historical/ default. asp ?detect= 1 &symbol = USA TX&c1ose... 2/1 2005 ~\! ~.~ I,JSAA @ .---' t'~ USAA . INV,ESTMENT MANAGEMENT COMPANY Page of 1 DC 00 INVESTMENT ACCOUNT CONFI FOR: 04/07/2004 Customer Service 1-800-531- in San Antonio 456- TouchLine@ 1-800-531- A TION ,.:-- MABEL F DUNAWAY JOYCE L MATTSON JTWROS 308 W GREEN ST SHIREMANSTOWN, PA 17011 9800 Fredericksburg Road San A onio, TX 7828~ USAA NUMBER: 4631798 Ending VaIue Year-to-Date Dividends .1 if 1'-1 ' I .' I L- , . u IL( ! ,/ , . " " /1 _....---- l " , . ,t". ,,).-," .., p,- IC' - - - - - - - - - --- --- - --- === --- - === - - --- --- === Hist?rical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - BigC... MarketWatch I http://bigcharts.marketwatch.com/historical/ default. asp ?detect= 1 &symbol=US TEX&close... 8/1!2/2005 BistQrical Stock Quotes and Charts - bigcharts.marketwatch.com ~ ~, , , , >. ~. ,. .~'.. ,,:';;:~ ~ " ':.'~~:~ c:' Harness the power of tedmical analy'sis I 'jNrEfJI1L;';i;E cU~l1rru'J~ . HistOfical Quotes . ..~. j '.~ToO" i ,."""""=.",._,;;,_""_.,...,,....,,;,,__>"'":,,^"""~m'''''''''''i_~^'.',-.,,-,.,_,,,,-,,'''',,''',..."",^,",.,..",,^" .."'ow.....,..., .-..^~~,,(~~.~_:~.~""',.."""~.~ ... ", .... -,,_. .. ... . ....................,. .. .. ... . ... ,"'" ,.. .. - . - .'..'.' - ....... . -'._....,..._...'-.._-'-._.-"-'--~_._.__.__.__._._._-----_..---..-..---- Home i QCI~ ~. Indo...- Mar This Historical Quotes tool allows you to look up a security's exact closing price, Simply type in the symbol and a historical date to view a quote and mini chart for that security, ~ ~ ~ ~ ~~< '~~:~~ _:~~:;i~,~~,;~:~t~i~~; \ ': u , ~ :r^(:~:~:'t~: ': ; ~~ '<'; 0~~~~:;~,%:t~~' ~?:; ~ <J \, ~~:~~~~:~f~~ ~~~~t~~i~~~ht~: IntroducinQ $7 Limit Orders at Scottrade - Now at Scottrade, not only are market orders $7, but limit orders are too... TiminQCube: Up 900% Since 2000 - 4 Trades a Year - Join thousands of Trend Timers who have taken control of thel... Trade Stocks with TO Waterhouse - Open an account and trade free for a month. Take advantage of our unique comblnatl... Get Ken Fisher's Stock Market Outlook - Forbes columnist and money manager reveals what factors will shape the m... Jim Cramer's Every Investment and Trade - Find out what Cramer Is buying for his $3MM portfolio with a thlrty-d.. . Schwab Active Trader S 995 :ri.'1i1: (mimi' "('fully tradcs Scottrade:No Inactivity Fees! Apply Nowl 30 free trades at Ameritrade. Join now. Schwab Active Trader Gel up,to $500 in commission-free trades Pel of 2 i~1 http://bigcharts.marketwatch. com/historical! default. asp ?detect= 1 &symbol=USTEX&close... 2/ 7/2005 ~ USM 00 STATEMENT 1822 USAA NUMBER 00463 17 9 9800 Fredericksburg Road San Antonio, Texas 78288 Visit us at usaa.com 1822 110 -- EST OF MABEL F DUNAWAY C/O JOYCE L MATTSON 600 CHARLES ST MECHANICSBURG PA 17055-6636 TO CHANGE A POLICY OR ORDER ONE 1-800-531-8111 FOR BILLING QUESTIONS. CALL 1-800-531-6095 TO REPORT A CLAIM, CALL 1-800-531-8222 BALANCE ON LAST STATEMENT SUBSCRIBER SAVINGS ACCOUNT REFUND CHECK ISSUED 08-27-2004 09-14-2004 ACCOUNT BALANCE AS OF 09-14-2004 $ .00 YOUR REFUND CHECK IS ATTACHED. NOW YOU CAN CHOOSE THE PAYMENT PLAN THAT FITS YOUR NEEDS AT NO EXTRA COST. WE NO LONGER ASSES A SERVICE CHARGE WHEN YOU PAY YOUR pac INSURANCE BILL ON THE EXTENDED PAYMENT PLAN. SEE THE REV RSE SIDE OF THIS BILL FOR MORE INFORMATION ABOUT AVAILABL~ PAYMENT PLAN OPTIONS, OR VISIT USAA.COM. DM4462 REFUND CHECK # 1139 939 1 B433~0797 REV-1500 EX (6-00i s::::- X --:-~" ) <./ /\ A / /;':Q' (jl .~ C:--.J c..- . / c.. / Y ...:J j f..-./ /V 1"' '-- " '-_-" REV-1500 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPl 280601 HARRISBURG, PA 17128-0601 FILE NUMBER INHERITANCE TAX RETURN RESIDENT DECEDENT COUNTY CODE YEAR I- Z W C W U W C I SOCIAL SECURITY NUMBER ! )(,,;2.-D/-<(fi'VV ._-~._-------+- ! DATE OF BIRTH (MM-DD-YEAR) i THIS RETURN MUST BE FILED IN DU ICATE WITH THE I 02. - .;:z v-;9)::z.. REGISTER OF WILLS I (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST FIRST, AND MIDDLE INITIAL) DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) _b 1d..'Y t1 0d_!lX___~f7;$E L DATE OF DEATH (MM-DD-YEAR) o ~ - ;2 7 - .;lac., '-I F SOCIAL SECURITY NUMBER ~ :.::_Cf.I U~:':: UJll-U :roo u~...I ll-lll ll- ct JZ] 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 3. Remainder Return (date of de at pnorto12-13-B2) D 5. Federal Estate Tax Return R qui red 8. Total Number of Safe Deposit Boxes D 2. Supplemental Return D 4a. Future Interest Compromise (dale of death after 12.12.821 D 7. Decedent Maintained a Living Trust (AllachoopyofTrust) D 10. Spousal Poverty Credit (dale of death between 12.31-91 and 1-1-95) COMPLETE MAILING ADDRESS ~OQ CI-I-/lRLE~ $/ /?1C~AI/lNIC5:.S(.)I<.& f?/i TELEPHONE NUMBER( \ 71/) 7(. {, - fl/(;~- 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) '-i 600 (6) 70 000 (7) {P 000 (8) f'Cl oeo (9) (10) z o !;;;: ...J ~ ~ U w 0::: 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) :;('6 00 C:> (11) (12) (13) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) ~o 000 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !c( I- ::> D.. :E o U >< ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 _____ (15) x .0 <I~- (16) .3 Coo 0 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14laxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 30DO 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Thic: !c. to cenil", tnai the information here given i:, correctly copied from an ongmai certificate of death duly fil d with me as Local Begl;;tr:.ir. The origlllal certificatt will be ['mwarlied to tbe State 'v'ital Record', Office for permanent filing. t' WARI-.lING: It is illegal to dupiicate this. copy by photosta'~ or photograph. Fee for this certificate, $2.00 No. " ):5:;) ..><_.;~~~~_ /J . ,.-./:P::':'-p';O .::z---- "(j/ Local Registrar ~I'; /. P ') (i, "L. O' 4 .rd \ tJ "I..)' Date Hl05143 Rev 2187 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS INT CERTIFICATE OF DEATH STATE FILE NUMBER 5. COUNTY OF DEATH 92Yrs BIRTHPLACE (City end State or Foreign CDtntry) SEX 2. Female AT .NT NK NAME OF DECEOENT (Flrsl. Middle. Last) 1. Mabel F. Dunaway AGE (La.t B1rthdev) ::city) 0 erican Indian. Black. lJ\.tlite. at Cumberland Ie.East Pennsboro KIND OF BUSINESS IINDUSTRV AS DECEDENT EVER IN U.S. ARMED F~S? ve.O NotJ. 12. MARIT AL STATUS. Menied, Never Married, Wdowed, Divorced (Spedfy) 14. Widowed lb. DECEDENTS USUAL OCCUPATION (~W::~~"::=L:;1 11.. Housewife 11b. DECEDENT'S MAILING ADDRESS (Slreet. CitylTown. Stale. ZIp Code) 308 West Green Street 16. Shi reman s to\\'l1, Pa 17011 FATHER'S NAME~FlrBt. MIddIRU Laal) 18. RiChard easer INFORMANTS NAME (T~P,8JPrlnl) 20.. Joyce Mattson METHOD OF DISPOSI!!Qtl . Donetion 0 BurI., Llcremation ~emovel from Stele 0 0 (""""'N' De" Y'-hl 31 2004 . 21.. Othar (Specify) 21b. arc , 51 TURE FUNERAL ERVI S R PERSON ACTING AS SUCH . 221. DECEDENT'S ACTUAL RESIDENCE (See instruction. on other &ide) 17.. Slate Pa Did decedenl liveina township? 17e. 0 Yes. decedenlllved in 17d.lXI ~h~:':?~~~ 0' lWp 17b. Coumv Cumber land dlylboro L1C"(jl~~~L 22b. MOTHER'S NAME (First, Mtddle, Maiden Surname) 18. Elizabeth Shu.te INFORMANpi~ILltt(,J ADDfl,ESS (Str~. CilylTown. ~;ate, ~ip Codlj) b 2~. bVU cnarles ~treet MechanlCs ur PLACE OF DISPOSITION. Nome of cemetery. Crematory or Other Piace 21c. Rolling Green Cemeter 21d. NAMI',AND ADOR~~S OF FACILl1:Y. 1 uc.Myers-Harner t'unera LICENSE NUMBER To s of my knowtedge, death OCCUTed at the time, dale and ptace staled. (Signature and nle) 231. TIME OF DEATH I d / $ () M. ,f <:J," r;, It;;, 23b. 230. WAS CASE REFERRED TO A MEDICAL EXAMINER ICOR NER? 21. Ve. 0 0 0 : Approximate PART II: Other significant conditio , Interval betwee 2 resulting in the und : onset and death ;Cr.' Sequentially list conditions if any, leading to immediate caUlS. Enter UNDERLYING CAUSE (Di...... or Illury . that initiated events resLillng on death) LAST WAS AN AUTOPSV WERE AUTOPSV FINDINGS PERFORMED? AVAILABLE PRIOR TO COMPLETION OF CAUSE OF DEATH? c TO (OR AS A CONSEQUIjff;E OF) cf}lff C{JI.I/h DUE TO (OR AS A CONSEQUENCE OF)" . S.~'l/.o o TO (OR AS A CONSEQUENCE OF) Ve. 0 No fj' Accident MANNER OF DEATH 0' o o DATE OF INJURY (Month, OIly, Veer) TIME OF INJURV INJURV AT \M)RK? DESCRIBE HOW INJU Y OCCURRED Natural Homidde Pending Investigation Could not be determined o o 301. 3Gb. M. o PLACE OF INJURY. Al home, farm, street. factory, office building, .Ie;. (Spedfy) 30.. 'MEDICAL EXAMINERlCORONER . ~:'::rb::':..~,:~~I.~~t.I.~~..~~~~~.I~~~.~~~~.~: .I.~.~~ .~:.I.~~~.~:.~~~~~.~~~.~~~~. ~~. ~~~. ~~.'. ~~~~:. ~.~ .~~~.~~.'. ~~~ .~.~~. ~~ .t.~..~~.~~.~~.(.~~ .~~~.. 0 311. REGISTRAR'S SIGNATURE AND NUMBER /? ... . ," .,~ .0,' ~,:;t:,,-, :~-::l-:;~:f~~ ..I'I;;.........,..."r,:1 Iq:' 11'~ /r I Ve. 0 No 0 30c. Ve.O ~ Suicide 28.. 28b. CERTIFIER (Check only one) ~Y~~~'Z:tGor:~~;~~It~hl.s:.~~ c:~~~u::::: =~.:=:~r;g~x:~a~. ~f:g~~.~.~~~.~~.~~~~~.~.i"~~ .~~).............. .... 29. .p~O~~:'~I:'Gm~~~;~~~~:'~~~~::= ~~~ne~r=~.~::rd~r:t~~ut~:(~):~~ =~~er I. .1Med...................... 0 34. ~ liJ JOYCE L MATTSON 153 BROOKE M. WOLGEMUTH 600 CHARLES STREET 00-81 1/2313 MECHANICSBURG, PA 17055-6636 OC 700 S.curlly ~ 1'..."",.. I Oltlillon ~ .." " Q PSECU lJoj) 3-..<7- 0"; HARRISBURG, PA 17110-2990 - "I f?i.I 'I )&:l. -Of' FOR 6-r1ff€ OF mA'/3C(" F })VN,4/A.,J.4y M' I: 2l.lB.. .bl:O .5l OL.5b2li ~ ~ I December 27,2004 Register of Wills Courthouse 1 Courthouse Sq. Carlisle, P A 17013-3387 Estate of Mabel F. Dunaway DOD 03-27-2004 Cumberland County SS# 162-01-4844 Dear Sir or Madam: The estate of the above referenced decedent is requesting an extension of time to file form REV-1500. The reason for our extension request is that the Executrix of the estate, Joyce Mattson, daughter of the decedent, followed inaccurate advice from a prior advisor. Our firm became aware just recently that Mrs. Mattson was required to file an Inheritance Tax return when she brought this matter to our attention as a part of another discussion. She indicated that another advisor told her that an Inheritance Tax return was not requirec because most of Mrs. Dunaway's assets were titled in joint name with Mrs. Mattson. We have calculated the approximate total value of the assets transferred at death as shown on the attached page one of REV -1500 and have forwarded a check for the appropriate amount to the Register of Wills, Agent in Cumberland County. We expect to finalize the REV-l 500 by January 15,2005. Sincerely, Kenneth W. Fry, CPA, CFP Cc: PA Department of Revenue ~ LAST WILL AND TESTAMENT t I , , , I, MABEL F. DUNAWAY, of the Borough of Shiremanstown, Cum erland County, Pennsylvania, being of sound mind, memory and understanding I, do make, publish and declare this as and for my Last Will and Testamen~, hereby I revoking and making null and void all wills and Testaments, or writlings in the nature thereof by me at anytime heretofore made. 1 First. I direct my hereinafter named Executor to pay a1 . of my just I debts and funeral expenses out of my estate, as soon after my dece~se as may be convenient. Second: I give, devise and bequeath all of my property *eal, per- I I t~ my husband, I ! sonal and/or mixed of whatsoever nature and wheresoever situate, James M. Dunaway, his heirs and assigns. Third: In the event that my husband, James M. Dunaway, ~hould pre- decease me, I then give, devise and bequeath all of my property re~l, personal and/or mixed of whatsoever nature and wheresoever situate, to my d~ughter, Joyce L. Mattson, or her issue. Fourth: In the event thatany share of my estate should ~est in a beneficiary under the age of twenty-one (21) years, I then appoin~ Cumberland County National Bank and Trust Company to be the financial guardian of such beneficiary or beneficiaries until the age of 21 years is attained in each case. Fifth: In the event that my husband, James M. Dunaway, my daughter, Joyce L. Mattson, and all of my grandchildren predecease me, I th$n give, devise and bequeath my entire estate to the American Cancer Society, its successors and assigns. Sixth: All transfer inheritance and succession taxes shall be paid by my estate. Seventh: This Will consists of two (2) pages. II ~ I 1\ Eighth: I hereby nominate and appoint James M. Dunaway to be the Executor of this my Last Will and Testament and if he be deceas~d or in- competent to serve, I then nominate and appoint Joyce L. Mattso~ to be the Executrix of this my Last Will and Testament. (a) I authorize and empower my Executor for the paym~nt of debts 0 I for any purpose of administration or distribution, at any time ~ithin two yea I from the date of my decease, to sell all or any of my real estate, at public I I private sale, for such prices and upon such terms as to cash an!' credit aa he may deem best, and to execute deeds of conveyance thereof, with ut liability i the part of the purchasers to see to the application of the pur~hase moneys. I This power shall not be construed to work a conversion of my re*l estate, un- less and until the power is actually exercised, nor shall this ~ower be con- I strued to extend the lien of debts. I (b) I authorize my Executor to retain all stocks, bO+dS and other investments made by me for distribution in kind, or in his disctetion to sell and transfer the same, either in person or by attorney, without I liability on the part of the purchaser to see to the application of the purc~ase moneys. I I IN WITNESS WHEREOF, I have hereunto set my hand and s~al this I,,~ / - day of March, 197~. Signed, sealed, published and declared by the Testatrix above named, as and for her Last Will and Testament, in the presence of us who have hereunto at her request subscribed our names in her presence and in the presence of each other as witnesses hereto. ,~~.~ jl ()' .' . ., 't I. .;/ ll,.,'-A_{}'; / "'b. ..JV '-'A..../ ~ \.- /.... 'T' .... .- . () iir. .I (< / ) ,___,,'/{I .---~ , , ,f / ,/: /'. ..If, . "'" '. .i.,,/. I.'(SE I: ,.... "I. .. / . 1-1 11-07-2005 DUNAWAY 03-27-2004 21 04-1186 CUMBERLAND 101 APPEAL DATE: 01-06-2006 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 9YJ_~~9~~_J~~~_~~~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_y~y~_~~~~~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MABEl F FILE NO. 21 04-1186 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JOYCE MATTSON 600 CHARLES ST MECHANICSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 17055 ESTATE OF DUNAWAY REV-1547 EX AFP (06-05) MABEl F TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED DATE 11-07-2005 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: "~Y~4' . (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-27-2004 " CD004773 .00 3,600.00 TOTAL TAX CREDIT 3,600.00 BALANCE OF TAX DUE 721.12CR INTEREST AND PEN. .00 TOTAL DUE 721.12CR RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets Cl) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 72.716.42 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) 8,741.46 .00 (11) Cl2) Cl3) Cl4) NOTE: .00 63,974.96 .00 .00 X 00 = X 045 = X 12 = X 15 = Cl9)= · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 72,716.42 8.741 46 63,974.96 .00 63,974.96 .00 2,878.88 .00 .00 2,878.88 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. I.)J' IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~V'1e. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) BUREAU OF INDIVIDUALrlxES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ?~!~S J.tl~ll 1 J REV-1607 EX AFP (03-05) r: '..' f::::-/ i II I \/' DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-27-2005 DUNAWAY 03-27-2004 21 04-1186 CUMBERLAND 101 MABEl F JOYCE MATfSb;., 600 CHARLES ST MECHANICSBURG PA 17055 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS LINE NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- *** INHERITANCE TAX STATEMENT OF ACCOUNT *__ ESTATE OF DUNAWAY MABEl F FILE NO.21 04-1186 ACN 101 DATE 12-27-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-07-2005 PRINCIPAL TAX DUE: 2,878.88 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-27-2004 " CD004773 .00 3,600.00 12-06-2005 REFUND .00 721.12- TOTAL TAX CREDIT 2,878.88 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J Rf(