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HomeMy WebLinkAbout02-07-14 (2) � 1505610140 REV-1500 EX (02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue Coun Code Yea� File Number Bureau of Individual Taxes �NHERITANCE TAX RETURN � PO BOX 280601 2 1 1 � Harrisbur PA 17128-060� RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYI(Y Date of Bi�th MMDDYYYY 1 1 0 9 2 0 1 3 0 4 2 3 1 9 2 4 Decedent's Last Name Su�x Decedent's Fi�st Name MI K U R Z E N K N A B E E L E A N 0 R M (If Applicable)Enter Surviving Spouse's information Below Spouse's Last Name Suffix Spouse's Fi�st Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1.Original Return � 2.Supplemental Return � 3.Remainder Return(Date of Death Prior to 12-13-82) � 4.Limited Estate � 4a.Future Interest Compromise(date of � 5.Federal Estate Tax Return Required death after 12-12-82) � 6.Decedent Died Testate ❑ 7.Decedent Maintained a Living Trust 0 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) � 9.Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � 11.Election to Tax under Sec.9113(A) ' Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CC�NFIDENTIAL TAX INFORMATION SHOULD BE DlRECTED T0: Name Daytime Telephone Number D A V I D H S T 0 N E , E S Q U I R E ? 1 7 7 ? 4 ��,4 3 5 �a �:: � REGIST �WILLS U NLY� � :�7 � � . 1"�7 � ;� m � First Line of Address � �,,, r .�.,� 4 1 4 8 R I D G E S T R E E T � � � � �'' � � Second Line of Address � „�� � � 'r't � � � � : �► �--• '" City or Post O�ce State ZIP Code � D�k#E FILED � N E W C U M B E R L A N D P A 1, 7 0 7 0 � � � Correspondent'a e-mat�address: D S T 0 N E a S T 0 N E L A W•N E T Under penalties of pe�jury,I declare that 1 have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,coRect and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. r G TUR N RESPONSI FOR FIL RETURN DATE .� DRESS 2 � AGE OA NEW CUMBERLAND PA 17070 SI NAT �F PR A OTH �R PRESENTATIVE DATE ..,�- 2 . ADDR 414 BRIDGE STR T NEW CUMBERLAND PA 17070 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610140 1505610140 REV 1500 INHERITANCE TAX RETURN RESIDENT DECEDENT Estate of Eleanor M. Kurzenknabe File No. 21-14- Additional Signature and Address of Co-Executrix �I .�'``'l 2907 Westbury ourt,Apt#71�2, Camp Hill, PA 17011 J 1505610240 REV-1500 EX(FI) Decedent's Social Security Number �ecedenrsName: ELEANOR M • KURZENKNABE RECAPITULATION 1. Real Estate(Schedule A) . .. . .. .. ... . . .. .. . . .. ... ... . .. .. ..... .. . .. . 1. • 2. Stocks and Bonds(Schedule By . . . ... ... .... .. ........ . . . .. . .. . ... . . . 2� • 3. Ciosely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) .... . 3. • 4. Mortgages and Notes Receivable(Schedule D) ... . .. . . .. . . . ....... .. . . . . 4. • 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. • 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . , . . . . 6. 6 2 3 5 . 2 9 7. Inter-Vivos Transfers 8 Miscellaneous N Probate Property (Schedule G) � Separate Billing Requested . . . . . . . 7. 5 6 7 8 3 3 . 6 2 8. Total Gross Assets(total Lines 1 through 7) . . . .. .. ... . . . . ... .. . . .. . . . . 8. 5 7 4 0 6 8 . 9 1 9. Funeral Ex enses and Administrative Costs Schedule H 9. 1 9 7 2 . 4 � P � ) . .. . . .. ... .. . . .. . . 10. Debts of Decedent,Mort a e Liabilities,and Liens Schedule I 1 p. 3 2 5 9 . 1 6 9 9 ( ) . . . . . . . . . . . . . ��, Total Deductions(total Lines 9 and 10) . . .. .. . .. .. .. .. . .. .. . . . . . ... . . . ��. 5 2 3 1 . 6 3 12. Net Value of Estats(Line 8 minus Line 11) ......... .. .. . . ....... . .... . �2• 5 6 8 8 3 7 . 2 8 13. Charitable and Govemmental 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. 5 6 8 8 3 7 . 2 8 TAX CA�CULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfera under Sec.9116 (a)(1.2)X.0 0 . 0 0 �5• � . 0 � 16. Amount of Line 14 taxable at lineal rate X•045 5 6 8 8 3 7 . 2 8 16, 2 5 5 9 ? . 6 8 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 �g, 0 . 0 0 �s. TAX DUE .. . . . .. . . . . . . . . .. . . ... . . . . . . . . .. . . .. . . . . . ... . . . . . . . . . . �s. 2 5 5 9 ? • 6 8 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1505610240 1505610240 � REV•1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 1,4 0 DECEDENTS NAME ELEANOR M • KURZENKNABE STREET ADDRESS CITY STATE ZIP Tax Payments and Credits: 1• Tax Due(Page 2,Line 19) (1) 2 5,5 9 7•6 8 2. Credits/Payments A.Prior Payments e.Discount 1,2 7 9• 8 8 Total Credits(A+B) (2) ` 1,2 7 9•8 8 3. Interest (3) 4. If Line 2 is greater than Line 1+Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0•0 0 5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. ' (5) 2 4,317•8 0 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ...................................................................... ❑ � b. retain the right to designate who shall use the property transferred or its income ............................... ❑ � c. retain a reversionary interest ..................................................................................................... ❑ � d. receive the p�omise 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?.................................................................................................. 0 ❑ 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 ta�c rate imposed on the net value of transfers to or for the use of the surviving spouse is is 3 percent[72 P.S.§9116(a)(1.1)(i)J. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax retum 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[�2 P.S.§9116(a)(1)J. • 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)j.A sibling is deflned, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1509 EX+(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ELEANOR M • KURZENKNABE 21 14 0 If an asaet was made jointly owned within one year of the decedent's date of death,it must be reported on Schedule G. SURVNING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. GLENN R KURZENKNABE 23 CARRIAGE ROAD SON NEW CUMBERLAND, PA ],7070 B. KARL E KURZENKNABE 290? WESTBURY COURT, APT #712 SON CAMP HILL, PA 17011 c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY 96 OF DATE OF DEATH ITEM fOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST �. A.�B 2008 Susquehanna Valley FCU-#13561-00 2,350•32 33• ??5•61 Regular Shs Joint w/Glenn R Kurzenknabe & Karl E Kurzenknabe 2 A/B 2008 Susquehanna Valley FCU-#13561-35 2,501•06 33• 825•35 Money Market Acct Joint w/Glenn R Kurzenknabe & Karl E Kurzenknabe 3 A/B 2008 Susquehanna Valley FCU-#13561-40 14,043• 42 33• 4,634 •33 Share Draft Joint w/Glenn R Kurzenknabe & Karl E Kurzenknabe TOTAL(Also enter on Line 6,Recapitulation) S 6,235•29 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX�(08-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER•VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ELEANOR M • KURZENKNABE 21 14 0 This schedule must be completed and filed if the answer to any of quesaons 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCIUDE THE NAME OF THE TRANSFEREE,THE�R REUTIONSFNP TO DECEDENT AND DATE OF OEATH 96 OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST ��F�� VALUE �. Edward Jones-Acct #616-12981-9 158,374 •14 100•00 58,374 .14 TOD Benef: Glenn Kur2enknabe and Karl Kurienknabe 2 Edward Jones-Acct #6],6-17333-b-3 337,695• 51 100 •�0 37,695• 51 TOD Benef: Glenn Kurzenknabe and Karl Kurkenknabe 3 Edward Jones-Acct �616-97874-1-0 71,763•9? 100•00 71,763•97 Trad IRA Benef: Glenn Kurzenknabe and Karl Kurzenknabe TOTAL (Also enter on Line 7,Recapitulation s 5 6 7,8 3 3•6 2 if more space is needed,use additionai sheets of paper of the same size. REV-1511 EX+(10-09) pennsyivania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ELEANOR M. KURZENKNABE 21 14 0 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: �. Parthemore Funeral Home-funeral expenses 1?2• 4? 2 Sharon Bosworth-memorial service expenses 160•00 3 Penbrook UC of L-flowers 25•00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Nan�(s)of Personal Representative(sj Street Address ��Y State ZIP Yea�(s)Commission Paid: 2, AttomeyFees: David H Stone, Esquire 1,500•00 3. Family Exemptbn:(If decedenCs address is not the same as daimanYs,attach expianation.) Clai�nt . Street Address ��Y State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5 Acxountant Fees: 6. Tax Retum Prepa�er Fees: �. Register of Wills-filing Inheritance tax return 15•0� 2 Reserve for closing expenses 100•DO TOTAL(Also enter on Line 9,Recapitulation) S 1,9 7 2•4? If more space is needed,use addiaonal sheets of paper of the same size. REV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT� INHERITANCE TAX RETURN MORTGAGE LIABILITIES&LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER ELEANOR M • KURZENKNABE 21 14 0 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medlcal expenaea. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �. Masonic Village-nursing home care for November 3,259•16 TOTAL(Also enter on Line 10,Recapitulation) S 3,2 5 9•16 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ELEANOR M - KURZENKNABE 21 14 0 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADORESS OF PERSON(Sj RECEIVING PROPERTY Do Not Liat Truatee(s) OF ESTATE I, TAXABLE DISTRIBUTIONS [Indude ou�ht spousal distribubons and transfers under Sec.91 6(a)(1.2).] �. GLENN R KURZENKNABE Lineal 284,418 •64 23 CARRIAGE RD NEW CUMBERLAND, PA 17070 2 KARL E KURZENKNABE Lineal 284,41,8 • 64 2907 WESTBURY CT APT ?12 CAMP HILL, PA 17011 *NOTE 1/2 OF �1-3 ON SCH "F" AND 1/2 OF #1-3 ON SCH "G" LESS EXPENSES FOR BOTH A80VE BENEFICIARIES ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. I1. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. Z If more space is needed,use additional sheets of paper of the same size. ���L M�� 4227 Eimerton A�anu� EI ����$ Financi�i Advi�or H�rriabur��PA 17t� BilS.717-54i-5474 �AKINQ�Nf�dK INV�T1111a Sta�e LeFav�er 8�Shekletslci January 14,2014 Dav�Sione 414 Bridgs St. New Cumberland, PA 17Q70 De�r INr.Stor��: l�e:Eleanor Kur�nknaba 818-12981-i-9 TOD B�na�oiaries:Gienr� Kurzsnknabe 8�Karl Kurzenknabe I am wrftir�to pro�vkle valu�rtivn f+�r the follawiny secur�ies belonging to Eleanor Kurzenknabe,now decse�d. ��n T�r#e�l Valt�! Money Market Inasstrnent Shares $y�,�.g;3 �Y �Mptlon Cwip or 8ymbol Valt�per I#em Tatat Vitt� 2,2�.59�5 A T�T!nc 00206R102 $35.11 $77,263.pa 30a.67114 Hershey Foods Corp 427866i 08 $97.20 $29,701.5�! 774.36885 V�s� 92343V104 �50.Oa $38,756.�5 �omrnt�a'tioations 7tRi4L.: �I 5 S,3 7 y. �t� Th�values listad are sa of November 9,2a13.the day that Eleenor Kurzertknabe p�s�d awa►y.Thm vatuea we►re�b�ined frorn an out�ds his�orical pricing servioe,end whii�we belieae that they are rsiiabte,w�do no�9uarantee their accur�cy. Ple�ss i�t us know it yau need arty crth�r infarrnatian or a�ssist�nos. Please ist t�s krrow if you n�ed any oiher in�orrnation or assist�►noe.We c�n bs r�tch�d at 77 7-541�-5474 . Sinoerely, r ViCkIA�fhAri Senior Branch C)ffioe►Administrator Edwar�r��employees and furanc�i aar�i�or:cennor avr+vv�de t�x or�adv�cs.x�u ahou/d canscrlt ypur attom�sy Or+ga�lfl�d tex�r�►arrJing your sltuatfon.The�nAarmatfa�i provided 1�belfeNeal to b�re11abre,but lts 8ocu�cy and �Dmp��teN�ss�t a�I�ot�uaranfeed. Cost be�1e fnlhima�a�may be frvm an autside aourrrarr�t has not aeen v�s 'rrfi�d.Cos!basia ia prov'rded tbr inff�mgtJo�n anly and sltou�d not be�se�d for tax pur�s wKt►out the assfstanc�of yiaur tarx pr�psrer. www.edw�rtijort�.c�om _ _ _ _ '_ ' � � , , J�trpy L No�chb�ndvr 4227 Etmsrton Awnur i�j� O�$ Finenci�i Advisor Herrisbur��PA 17't 08 � Bu�.717-541-�5474 MAKIN�S�N*�Oi�INV��TINQ Stone La�aver& Shekletski .lanuary 17,2014 David Sfione 414 Brid�O St. N�w Cumberland,PA 1747a Dear Mr.Stone: Ae:�cx K�utzenkrt�be 616-i 7333-1� T'�OD Bena�ficiariss:(�Isnn Kurunknabe&Karl Kurzenknabe I em wt�tin�to pravide valuat�on 1vr the t�ollawing seaurlty bQl�ing to Ele�nor Kurzenknabe� naw deaeased. o..or�pc�on � ro��ai vat� Advisory Soiut�ns $337,69�.51 '�'he v�lues ijsted are as af Ncrirember a,2Q14,ths day that Eleenor Ku2snknabs pe�sasd nvrr�y.The vefwa wsrs obfiained from an outside�h�tarioa��rioing s�nrk;e,and wh�e we bsliev�s th�t they ar�nliabl�� vw do nat guarantme th�fr accuracy. Pl�ass ist us kno�v if you need any other informatio�or assfstanoe. Plses�1�t w know if you need any other int�ormatian ar assistanoe.We oan be reaohed at 717-541-b474 Sk'tc;srsly, Viokie Sny+c�r Ssn�or eranch Otfioe Admin�atratar Fdwa�r�d J�Jfa emp/o��nd tlnan�ia!advlsors cannot provide tax or le�a!advi�e.Ybu shau/d a�r�su/t�aur at�or+�eY or quafflf�d ta�cadvf�c�rn�rol�ng►yrwr sltuation.The hrr�armatiori pr+vvr'ded 1s be/1�d to be r+elJ�able, but!ts ac�aur�oy and c�ompJ�i�'�not�u�irltrlteed. Ca�t b�sia�1br�s�ror�msy ba fram mn out8�s�nc�th�t has not beQ,n vartfted.Cost b�ia is providad 1�Or informa�o,n o�n/y and alro�rl�at not t�e use�f�or i�x o,n p,urpoaes wi�iout the�assistance of ynur tax pr+epar+er. . www.��dwaMjones.oan JeKr�y L N�I#t�+d�r 4227 Elmerton Avenue �i ����� ����� Herrisburq,PA 1T109 BUSt.717-541-5474 MAKINA SlNSt�OF INVESTINO Stone LaFav�er&Shekbtski January 17,2014 David Sto�e 414 6�idge S#. Ne�w Cumbsrland� PA 17070 Dear Mr.Storts: Re:f�or Kur�enknabs'T�ad.IRA 816-97874-1-0 IRA B�eflciariee;�ilenn Kurz�nknak�&Kari Kur�enknabe i am writing to provide valuaticm fior the fallawing secur�ty bslongin�to Elvanor Kurzenknabe,now deceased. Desar�ption ToZsl Vatw Advlsory Solutions $71,763.97 The values listed�as of Nov�smbsr 9,2014,th�day thai �leanor Kurzenknabe passed away.The value�were obtairtec� hom an autsid�historica!pr�c�ng ssrvic�,end while we believ�e that they�re re�iable,we do not guarantee their accurecy. Plsa�s�st us knaw if y�ou need any other iniormation or assi�tance. Ptea�Ist�knaw i�y�ou need any other informat�an or assist�nce.We can b�reechad at 717-541,5�474 Sincsrs � Violde 3nyder Senior 8ranoh C,Nfi�e Adm�nistrator Edwar�d Jor�es,�ts employ�es and ffnancja/advisors c�n»ot pnovide tax or!dg►aI advias.N�u should canau/t yeru att�mey or quallf�sal tax advfaor�e�r�dlrrg y�vur situatfon.The inibrmativn provlde�a►Is belfev�d ro be reliabls,bu!l�s�c��r�cy and car»p�s�ar�not�►uaranteed. Co�st basla�n�i�r7 may be fro�m an o�ide sourcae that has not t�een v�r'ifred.Cast basJs ls provld�al 1br I►mormatio�n an/y and shau�nat be used fvr tax purpa�ses without ths asslstanc�of your fax pr+Gpaner. = www.�lwerd�nes.com - � � Statement of Accounts �USQUEHANNA ... _...__.... �o Hanza�e a,�►� _ _.__ . .._.�.: .�.�..�� Carnp H�PA l7Dt 1-78019 . .. ,_ . , . ALLEY (»>��-4��2 ���Nw�nb� ,#,„ F[D611/1L CREDtT tJH10N yyNqysy(�.� ,;�fF p�`� 43,5��, �, 1 ff'here tvrr Gela�g �. .° _- . � i. Addr+ess Service ReQuested E , � � Si n i � g up for eStatements! � Susquehanno Vatley increases eStofement adoption rcates. � To sign up go fo www.SYfCU.org ; 2677000279 PRESpqT 27g i AV 0.360 P1Gy c� IIt.11111.itli•1111••••1���1�1.1�f.11.1�.��1.�1.1�1�1��11�����111 �aY�Rent and fotiow Scisquehan�a Valley FCU: ELEANOA M � CAMP HlSTBURY COU�APT 712 ���� � !� ,. ;; _. It'1�t��,��I�i�ag - � - ... _ . ..� u. . _ , '��■� ��■�i����,�„� : � �°a" o�►te�,::' :t�. �oe�xNatior, r�= � � 11/O1 Type: 00 - REGULAR SHARES - 00 �� �� �� Joint with: GIENN R. KURZ NKNABE.Karl E. Kurzenknabe PREVIOUS BALANCE 2350.32 � 11/29 11/29 Transfer Froa� 13561 Type 35 2501. —� 11/30 21/30 Dividend Posting 06 4851.38 '02 4851.40 ** ANNUAL PERCENTAGE YIELD EARNEO: 0.01 X FOR A PERIOD OF 30 DAYS ** 11/30 = � • NEW BALANCE 4851.40 ' � 11/O1 Type: 35 - MONEY MA„RKET ACCpt1NT - 35 = Jo1nt with: GLENN R. KURZENKNABE.Karl E. Kurzenknabe PREVIOUS BALANCE 2501.06 � � 21/29 11/29 Transfer To 13561 Account 00 2501.06- "'—i � 11/30 lI/30 Dividend Posting � .04 Tts GEif�3`"�.04 � ** ANNUA! PERCENTA6E YIELD EARNED: 0.02 X fOR A PERIOD OF 30 OAYS * tZ�sl� 11/30 ,� NEW BALANCE '�p � 1110I Type: 40 - SHARE 0 FT - 40 � Joint with: GLENN R. KURZENKNABE.Karl E. Kurzenknabe PREVIOUS BALANCE 23617.83 � 11/O1 11/O1 ACH Credit ,�311.00 SSA TREAS 3I0 - 9031736026 PPD XXSOC'SEC �4928•83 11/07 11/07 Chk#703 --10725.41- .�- 11/18 12/18 Chk#704 14203.42 � 260.00- �1/22�11l22 Chk#706 __ �� � "_ ---- ' 14043.4 -- .. �T2:47-_ __ _ _. _----.. 11/26 11/26 Chk#705 1387�0.-�5� - �-- 11/30 � 25'Q� 13845.95 . NEW BALANCE 13845.95 Cleared Checks This Period - NOTE: An ** indicates a skip in sequence. __Check# ____ Amount _ Check� Amount Check� Amount Check - ------- -------- ----------- � A�ount = 703 10725.41 704 160.Q0 -----705 ------25.00 -----706 -----112.41 Summa ry Description Count Debits Credits Share Oraft Checks 4 11082.88 ,pQ - ATM Transactions 0 .00 .00 EFT Transactions 1 .00 1311.00 Electronjc Checks 0 .00 .00 uoice Transactions 0 .OQ .00 Other Withdrawals U .00 .04 Other Deposits 0 .00 .00 .........�..s R r..�n•�..........��..�_a��._�'_i.._'_-.. _���'"'.."�...__..wn�..n.n�.... .. . . . . .. , , , � , ��i� #jz�y ���u� N,�,. - . �:- � ' c� • i � �� _. _ _ .! � - �� ! ��i �'" � E��s _..__ . .. , � - ���� .. 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Kurzenknabe; e pre- G1�bert W.Parthemore ��� A►�Ftii,tl,dCd �ounder Death Notice,Harrisburg � Certi�ed Death Certi�icates $ Z97•4? $ 200.00 Giibert�,parthemore Clergy Honorarium 120.00 1 Z0.00 supervisor Organist�Honorarium 200.00 150.00 125•�� 100.00 Stephen K.Parthemore °resident,�FSP Bruce R.Parthemore Subtotals: $ ?42.4? !'re-Neec�Coordinator,CPC � 570.00 Difference: $ 172.4 7 TO��: S 1?2.47 Professional Memberships: �Please call if you have any questions. Tha� �� Y� � �►h+ania l�neral _ Directors Association �� ► �� �� � �: Urdcr��'the GoIden Rule - M � /