HomeMy WebLinkAbout05-16-14 � 1505610143
REV-1500 Ex`°,_,°> �
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County Code Year File Number
Bureau of Individual Taxes DEVARTMENTOFREVENUE
PO BOX.280601 INHERITANCE TAX RETURN 21 13 0256
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
02 19 2013 09 04 1926
DecedenYs Last Name Suffix DecedenYs First Name MI
TONER MARTHA L
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First 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
priorto 12-13-82)
� 4. Limited Estate � 4a.Future Interest Compromise � 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
� 6 Decedent Died Testate � � Decedent Maintained a�iving Trust 0 8. Total Number of Safe De osit Boxes
(Attach Copy of Will) (Attach Copy of Trust) P
� 9. Litigation Proceeds Received � 10.Spousal Povert Credit(date of death ��.Election to tax under Sec.9113(A)
between 12-31�1 and 1-1-95) � (AHaCh SCh.O) �"^-�
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CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFOR IQ(�SHOULD DIRE(XT �TO:
Name Daytime Tele�o�Numbe� `'� �
BRADLEY L GRIFFIE 717 24� ��5�1 � `:4-; ��
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REGISTER flf W1LL'3 US�NLY�.� ��
�. C'7 <_:.7 � ._ -a'S
r�-> C�� -�-�
First line of address G �== -.._ C';�
� N T-- F-r�
200 NORTH HANOVER STREE -r} `� � Ur., �
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Second line of address
City or Post Office State ZIP Code DATE FILED
CARLISLE PA 17013
CorrespondenYs e-mail address: bgflffle@g1'Ifflelaw.COm
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and compiete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN!{Fi1RE OF PERSON RE ONSI LE OR FILING RETURN DATE
Susan L. Kennedy — (o —
ADDRESS
26 Mountain Street, Mount Holly Springs, PA 17065
SI REPARER OTHER THAN REPRESENTATIVE DATE
Bradley L Griffie �_
ADDR
200 North Hanover Street, Carlisle, PA
Side 1
L 1505610143 1505610143 J
,�� W
�
� 150561�243
REV-1500 EX
RECAPITULATION
1. Real Estate(Schedule A)............................ .......................................................... 1. 161 ,2 0� . 0 0
2. Stocks and Bonds(Schedule B)............................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5� Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 6, 650 . 16
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 3 , 820 . 92
7. Inter-Vivos Transfers&Miscellaneous I�aq Probate Property
(Schedule G) �� Separate Billing Requested............ 7.
8. Total Gross Assets(total Lines 1-7)..................................................................... 8. 171 , 671 . 08
9. Funeral Expenses&Administrative Costs(Schedule H)....................................... 9. 15 , 7 63 . 04
10. Debts of Decedent, Mortgage Liabilities,&Liens(Schedule I).............................. 10. 44 , 503 . 17
11. Total Deductions(total Lines 9&10)................................................................... �� 6O ,2 66. 21
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 111 , 404 . 87
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 111 , 4 04 . 87
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.00 15. 0 . 00
16. Amount of Line 14 taxable 111 4 0 4 . 8 7 16. S , 013 . 2 2
at lineal rate X .045 �
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 0 0 17. 0 . 0 0
18. Amount of Line 14 taxable 0 . 0 0 18. 0 . 0 0
at collateral rate X.15
19. Tax Due.................................................................................................................. 19. 5, 013 . 2 2
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �
Side 2
� 1505610243 1505610243 J
REV-1500 EX Page 3 File Number 21-13-0256
Decedent's Complete Address:
DECEDENT'S NAME
Toner, Martha L.
STREET ADDRESS
Sarah A. Todd Memorial Home
1000 West South Street
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 5,013.22
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
Total Credits(A +g) (2) 0.00
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4�
Check box on Page 2 Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) rJ,013.22
Make Check Pa able 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:............................................................................... ❑ ❑x
b. retain the right to designate who shall use the property transferred or its income:.................................. ❑ ❑x
c. retain a reversionary interest;or............................................................................................................... ❑ ❑x
d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑x
2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ ❑x
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?.................................................................................................................. ❑ ❑X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
. The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in
72 P.S.§9116 1.2)[72 P.S. §9116(a)(1)].
. The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A
sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1502 EX+�11-OS)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Toner, Martha L. 21-13-0256
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on schedule F.
Attach a copy of the settlement sheet if the property has been sold
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Residential Property- 161,200.00
26 Mountain Street, Mt. Holly Springs,Cumberland County, PA
(Assessed value 161,200 X C.L.R. 1.00)
TOTAL(Also enter on Line 1, Recapitulation) 161,200.00
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A(Rev. 11-08)
Rev-1508 EX+�6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSVLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Toner, Martha L. 21-13-0256
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Members 1st Federal Credit Union- 12.09
Regular Savings Account No.XX926-00
(See attached statement)
2 Members 1st Federal Credit Union- 2,918.19
Checking Account No.XX926-11
(See attached statement)
3 Members 1st Federal Credit Union- 1,879.33
Investment Savings Account No.XX926-05
(See attached statement)
4 PNC Bank- 840.55
Checking Account No.XXXXXX3011
(See attached statement)
5 Personal Property 1,000.00
TOTAL(Also enter on Line 5, Recapitulation) 6,650.16
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev.6-98)
Rev-7509 EX+(6-98)
SCHEDULE F
COMMONWEALTHOFPENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Toner, Martha L. 21-13-0256
If an asset was made joint within one year of the decedenYs date of death,it must be repoRed on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Susan L. Kennedy 26 Mountain Street Daughter
Mount Holly Springs, PA 17065
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM INCLUDE NAME OF FINANCIAI INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD�S VALUE OF
NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR VALUE OF ASSE INTEREST DECEDENT'S INTEREST
TENANT JOINT JOINTLY-HELD REAL ESTATE.
1 A 12/13/1968 Members 1s Federal Credit Union- 687.37 50.000% 343.69
Regular Savings Account No.XX572-00
(See attached statement)
2 A 08/22/1980 Members 1st Federal Credit Union- 758.68 50.000% 379.34
Checking Account No.XX572-11
(See attached statement)
3 A 01/20/2011 Members 1st Federal Credit Union- 6,195.78 50.000% 3,097.89
Investment Savings Account No.XX572-05
(See attached statement)
TOTAL(Also enter on Line 6, Recapitulation) 3,820.92
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F(Rev.6-98)
REV-1151 EX+�10-06)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANiA
FUNERAL EXPENSES 8�
IN RESIDENTEDECEDENTRN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Toner, Martha L. 21-13-0256
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
N MBER
q, FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Susan L. Kennedy
Street Address 26 Mountain Street
city Mount Holly Springs state PA zio 17065
Year(sl Commission oaid 2014 8,500.00
2. Attornev's Fees Griffie&Associates, P.C. 5,500.00
3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation)
Claimant
Street Address
City State Zio
Relationshio of Claimant to Decedent
4. Probate Fees 363.50
5. AccountanYs Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 1,399.54
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 15,763.04
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Toner, Martha L. 21-13-0256
ITEM
NUMBER DESCRIPTION AMOUNT
Other Administrative Costs
1 Cumberland Law Journal (Advertising) 75.00
2 Sentinel (Advertising) 189.54
3 Abstract on estate real estate 135.00
4 Reserves 1,000.00
H-B7 1,399.54
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1572 EX+�12-08)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Toner, Martha L. 21-13-0256
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Department of Public Welfare(Medical)- 41,858.26
Division of Third Party Liability
2 Sarah A.Todd Memorial Home(Final billing) 2,644.91
TOTAL(Also enter on Line 10, Recapitulation) 44,503.17
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08)
REV-1513 EX+�11-08)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Toner, Martha L. 21-13-0256
RELATIONSHIP TO
NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
PERSON(Sl RECEIVING PROPERTY (Words) ($$$)
Do Not List Trustee s
I� TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116 a 1.2
Susan L. Kennedy Daughter Fifty percent of 55,702.44
26 Mountain Street net distributable
Mount Holly Springs, PA 17065 estate
Carol A. Matthews Daughter Fifty percent of 55,702.43
572 Bridgeport Road net distributable
Landisburg, PA 17040 estate
Tota I 111,404.87
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev. 11-08)
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MARTHA L. TONER �
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� I, MARTHA L. TONER, of the Borough of Mt. Holly Springs, C�mberland County, ;
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t Penns lvania bein of sound and dis osin mind memo and understandin do make, �
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! publish and declare this as and for my Last Will and Testament, hereby revoking and ;
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� making void any and all former Wills, Codicils, or writings in the nature thereof, by me at ;
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� FIRST: I hereby order and direct my Executrix,hereinafter named, to pay all `
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my just debts,funeral e�enses, testamentary e�enses and all Inheritance, Estate, Transfer �
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' and Succession Taxes, as soon as may be conveniently done after my death, out of my = �
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' residuary estate. . '
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SECOND: I give all of my estate,be it real,personal or mixed, of whatsoever �
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kind and wheresoever situate, to my daughters, SUSAN KENNEDY and CAROL �
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�
MATTHEWS, in equal shares, per stirpes. �
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LASTLY: I nominate, constitute and appoint my daughter, SUSAN �
KENNEDY, to be the Executrix of this my Last Will and Testament. In the event that my
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� said daughter shall be unable to serve as Executrix for any reason, I appoint my daughter, �
� CAROL MATTHEWS, as Executrix. My Executrix shall not be required to file bond in this �
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� or any other jurisdiction. �
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IN WITNESS WHEREOF, I have hereunto set my hand and seal tlus����
day of October, 1991.
�%:����.�. v� ..���o�/
Martha L. Toner
SIGNED, SEALED, PUBLISHED and
BECLAREB in tlie presence of: �
�'
�
COMMONWEALTH OF PENNSYLVANIA :
. ss
COUNTY OF CUMBERLAND .
I, Martha L. Toner, Testatrix, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do,hereby acknowledge that I
signed and executed the instrument as my Last Will; that I signed it willingly; and that I
signed it as my free and voluntary act for the purposes therein expressed. .
Sworn or affi?�e� to and acknowledged before me, by Martha L. Toner, the
Testatrix, this �d' � day of October, 1991.
G%��'.C,j/,�'� �. s�:" ..��.�✓
Martha L. Toner, Testatrtx
���-e�� �2.�
Notary Public
...�-�
t��TAti�H,MO A1�Y PUBLIC
2 JANiCTs E.H�6�t2�' 4Ap�8t�.PA
CUM��R���COUN1'�, aUA�Y 4,199y
MY t;i)MMI��ItlN�IA��.
,
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COMMONWEALTH OF PENNSYLVArTIA :
. ss
COUNTY OF CUMBERLAND .
We, James D. Flower and Merlene Marhevka ,
the witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw Testatrix sign
and execute the instrument as her Last Will; that Martha L.Toner signe�willingly and that
she executed it as her free and voluntary act for the purposes therein expressed; that each
of us in the hearing and sight of the Testatrix signed the Will as witnesses; and tha�to the
best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind
and under no constraint or undue influence.
Swom or affirmed to and subscribed to before me by Jame s D. F lower
and Merl ene Marhevka this �f� day of October, 1991.
�� ��
Witness
� '
Witness
�..�. 0�--,� w� �\�1'e-��Z.-��.
Notary Public
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Nn��,RY pU6�1C
CUM��NIJ+N i�WNtY�CR�t61�1�,pA
pi�f t;0��i1��M��iA�FBNWUA�Y A�1996
3
Attachment to Schedule "E"
St
�
MEMBERS 1S�
FEDERAL CREDIT iJNION
PRIMARY OWNER: Martha L Toner
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 13926-00
D-ate Account Established 11/13/1972
Principal Balance at Date of Death $12.09
Accrued Interest to Date of Death $0.00
Total Prir.cipa! an�A.ccrued Interest $12.09
Name of Joint Owner None
CHECKING ACCOUNT:
Account Number/Suffix 13926-11
D-ate Account Established 12/28/2007
Principal Balance at Date of Death $2,918.19
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest $2,918.19
Name of Joint Owner None
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix 13926-05
D-ate Account Established 04/25/2002
Principal Balance at Date of Death $1,879.28
Accrued Interest to Date of Death $0.05
Total Principal and Accrued Interest $1,879.33
Name of Joint Owner None
MEMBERS 1ST FEDERAL CREDIT UNION
�.�
Tessa L Klugh
Lending Insurance Support Specialist
March 11, 2013
Estate of: MARTHA L TONER
Date of Death: 02/19/2013
Social Security Number: 194-26-6251
5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • wwwmemberslst.org
mar. IL. [VI� IV;4�Hm rN� nan� ivo. y�y� r. u[
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�� •
March 12,2013
Griffie&Associatos PC �
Attarneys at Law � .
' 200 N T-�anover St .
� Cazlisle PA 17013 ' �
RE: Zvlartk�a L�'oner � .
�SN: 194-26-6251 �
. DOD: 02/19/2013
Dear Sir/Madam.: '
, � , .
In respanse to your request for Date of Death(AOA)balances for the customer noted above,our '
� � , zecords shovv t�e�o�or�ving: �
Checkiug Account �
Account#5140193011 Established: OS/O1/1973
MART�IA L TbNER ,
DOD balance: �840.55 non interest bearing �
Please�note tbat this o�ce pcovides date o�'deatb balauces for deposit accounis(IRAs,CDs;Checking and �
Savings). 'VVe do not process s►ny�nancial transactions or provide statemenfs. If you need assi�sta�nce�nvith
any of these items,please call 1-888-PNC-BANK(1-888-762-2265)or scop by�our Iocal PNC Bank brench �
office.
Sincerely, . �
National Financial Services Center • �
PNC Bazilc,N.A. � '
Member FDIC
Tkis message is inte►cded jor the use of the individ'ual or entity to which it is uddressed arnd r,wy ,
contain in,jormation trcat is privi�eged',eonfident+ia!'and'exern,ptfrom diselosure under applicable
Yaw. 1'f the reader�of this message is noi the intended recr.pient or the employee or agent �
• . ' respor:.srble for deC�ivering tl'rfs rnessage to the rntend'ed recipien�you nre hereby notified that any
disseminatio�,dislribation or copyir�g of this comnjur�i�alrons u stric�ly prvhibited 1'f you fiave
rece�ved thrs co�nrnunicatio�i�c error,pl'ease nodfy me immed�aiery by reply or by teCephone a�t .
800 762-X y7'5 and immed'iatery destroy t�iisJaxed'�documen� �
Page 1 of 1
Attachment to Schedule "F"
St
�
MEMBERS 1St
FEDERAL CREDIT iJNION
PRIMARY OWNER: Susan L Kennedy
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 10572-00
D-ate Account Established 12/10/1968
Principai Balance at Date of Death $687.26
Accrued Interest to Date of Death $0.11
Total Principal and Accrued Interest $687.37
Name of Joint Owner Martha L Toner
Date Joint Added 12/13/1968
CHECKING ACCOUNT:
Account Number/Suffix 10572-11
D-ate Account Established 08/22/1980
Principal Balance at Date of Death $758.68
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest $758.68
Name of Joint Owner Martha L Toner
Date Joint Added 08/22/1980
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix 10572-05
D-ate Account Established 01/20/2011
Principal Balance at Date of Death $6,195.17
Accrued Interest to Date of Death $0.61
Total Principal and Accrued Interest $6,195.78
Name of Joint Owner Martha L Toner
Date Joint Added 01/20/2011
MEMBERS 1ST FEDERAL CREDIT UNION
� �����
Tessa L Klugh
Lending Insurance Support Specialist
March 11, 2013
Estate of: MARTHA L TONER
Date of Death: 02/19/2013
Social Security Number: 194-26-6251
5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • wwwmemberslst.org