HomeMy WebLinkAbout06-02-14 1505610140
REV-1500 EX (02-11)(FI)
OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 3 1 3 0 7
Harrisburg PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
1 1 2 3 2 0 1 3 1 2 0 6 1 9 3 3
Decedent's Last Name Suffix Decedent's First Name MI
E S L I N G E R E L L E N E
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
N o n e
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
Q 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)
❑X 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 CONFIDENTIAL TAX INFORMATION SHOPO BE DIRECTED TO:
Name Daytime'@ephone Nurdrer m m.
E L I Z A B E T H H - F E A T H E R 7 1 7; ET 3 2c 7 rq n"
mss z fn
REGIS F WILLS USE ONL)rn
First Line of Address o c> o --o
C A L D W E L L & K E A R N S P C o c
�:u . N � m
Second Line of Address 0 --1 W r
3 6 3 1 N 0 R T H F R 0 N T S T R E E T N
City or Post Office State ZIP Code DATE FILED
H A R R I S B U R G P A 1 7 1 1 0
Correspondent's e-mail address: efeather(a�Cklegal.net
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 complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT,R OF PERSON R S ONSIB^LE OR F ING RE RN
ATE
ADDRESS
_3631 North Front Street Harrisburg PA 17110
SIGNA, RE.OF PR PARR 036HER T}iAN REPRESENTATIVE s I� DATE
ADDRESS
AID ^
3631 North Front Street Harrisburg PA 17110
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140 1505610140
1505610240
REV-1500 EX(FI)
Decedent's Social Security Number
Decedent's Name: ELLEN E • ESLINGER
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . . . . . 3.
4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 1 0 0 1 • 4 1
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6.
7. Inter-Vivos Transfers& Miscellaneous Nt�n-1-Probate Property
(Schedule G) L_I Separate Billing Requested . . . . . . . 7. 3 5 0 2 3 6 • 6 0
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 3 5 1 2 3 8 , 0 1
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9. 2 6 2 2 5 . 1 0
10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) . . . . . . . . . . . . . 10. 3 3 9 8 . 4 0
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 2 9 6 2 3 . 5 0
12, Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 3 2 1 6 1 4 . 5 1
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13. 6 4 3 2 2 . 9 0
14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 2 5 7 2 9 1 . 6 1
TAX CALCULATION-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 0 _ 0 . 0 0 15. 0 . 0 0
16. Amount of Line 14 taxable
at lineal rate X .0_ 0 . 0 0 16. 0 . 0 0
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 2 5 7 2 9 1 . 6 1 16. 3 8 5 9 3 . 7 4
19, TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 3 8 5 9 3 • 7 4
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 13 1307
DECEDENT'S NAME
ELLEN E. ESLINGER
STREETADDRESS
4837 EAST TRINDLE ROAD
CITY STATE 21P
MECHANICSSURG I PA 17050
Tax Payments and Credits:
I. Tax Due(Page 2,Line 19) (1) 38 593.74
2. CreditstPayr rents
A.Prior Payments
8.Discount
Total Credits(A+8) (2) 0.00
1 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) 0.00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 38,593.74
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 ..................................................................................................... 171
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ❑
3. Did decedent own an'in trust foe or payable-upon-death bank account or security at his or her death? ......... ❑
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation?.................................................................................................. ® ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994,and before Jan. 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
is 3 percent[72 P.S.§9116(a)(1.1)(i)).
For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(11)(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 decedent's lineal beneficiaries is 4.5 percent,except as noted in p2 P.S.§9116(a)(1)).
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)j.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.
I
REV-1508 EX-(08-12)
pennsylvania SCHEDULE E
DEPARTMENT
INHE RITANCE TAX RETURN CASH, BANK DEPOSITS 8r MISC.
INHE
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
ELLEN E. ESLINGER 21 13 1307
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1. Country Meadows refund 923.25
2. Clermont Wealth Strategies Ellen E. Eslinger Irrevocable Trust account#41 F810018 78.16
accrued interest income
TOTAL(Also enter on Line 5,Recapitulation) E 1,001.41
If more space is needed,use additional sheets of paper of the same size.
REV-1510 EX.(0a-00)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER•VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ELLEN E. ESLINGER 21 13 1307
This schedule must he completed and filed it the answer to any of questions 1 through 4 on page three of the REV-15001s yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE.TIER RELATIONSHR TODECEDENT AND DATE OF DEATH % DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER.ATTACH A CON'OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST nFAwuuetFm VALUE
1. Ellen E.Eslinger Irrevocable Trust Clermont WS Account 309,767.57 100.00 309,767.57
#41 F810018, Beneficiary-The Estate of Ellen E, Eslinger
A copy of the date of death valuation is attached as Exhibit 1.
2. Fulton Bank IRA account#9300083150, 40,469.03 100.00 40,469.03
Beneficiary-The Estate of Ellen E. Eslinger
A copy of the 2013 year end valuation is attached as Exhibit 2
TOTAL Also enter on Line 7,Recapitulation) S 350 236.60
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+(p8-13)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
RESIDENT DE ED RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ELLEN E. ESLINGER 21 13 1307
Decedents debts must be reported on Schedule t.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoover Funeral Homes&Crematory, Inc. 514.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s) Charles J. DeHart III 12,500.00
Street address 3631 North Front Street
city Harrisburg State PA ZIP 17110
Years)Commission Paid: 2014
2, Attorney Fees: Caldwell & Kearns, P.C. 12,500.00
1 Family Exemption:(if decederTs address is not the same as claimants,attach explanation)
Claimant
Street Address
City state ZIP
Relationship of Claimant to Decedent
4, Probate Fees: Cumberland County Register of Wills 484.50
5 Accountant Fees:
6, Tax Return Preparer Fees:
7, Trevis A. Nickel, CPA-2013 income tax returns 170.00
8. Fulton Bank date-of-death account evaluation 26.60
9. Fulton Financial Advisors •2013 income tax preparation fee 30.00
I
TOTAL(Also enter on Line 9,Recapitulation) $ 26 225.10
if more space is needed,use additional sheets of paper of the same size.
REV-1512 EX-(12-12)
pennsylvania SCHEDULE !
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
+NNERRANCE TAX RETURN MORTGAGE LIABILITIES&LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ELLEN E. ESLINGER 21 13 1307
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. Diamond Pharmacy-medical prescriptions 1,895.72
2. Caldwell&Kearns-Power of Attorney fees 312.95
3. in-Your-Home Care-transportation to medical appointment 52.50
4. PA Department of Revenue- PA41 2013 Ellen E. Eslinger Irrevocable Trust income tax 13.23
5. U.S. Treasury- 1040 2013 income tax 1,054.00
6. PA Department of Revenue-PA-40 2013 income tax 70.00
I
I
TOTAL(Also enter on Line 10,Recapitulation) $ 3,398.40
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:
ELLEN E. ESLINGER 21 13 1307
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not ListTrustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (Include outright spousal distributions and transfers under
Sec.9116(a)(12).)
1, Roy Haglund Collateral 10%of residue
3126 South Glacier Bay Way
Meridian, ID 83642
2. Sue Haglund Collateral 10%of residue
3126 South Glacier Bay Way
Meridian, ID 83642
I Bethany Haglund Collateral 10% of residue
3126 South Glacier Bay Way
Meridian, ID 83642
4, Sarah DeMateo Collateral 10% of residue
3057 South Drake
Chicago, IL.60623-4641
5. Mignon G. Singer Collateral 40%of residue
208 Hilltop Road
Boiling Springs, PA 17007
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE,
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
i.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
IL Mount Laurel Church of God 10%of residue
1295 Piketown Road
Harrisburg, PA 17112
2, Trinity Evangelical Free Church 10%of residue
301 Market Street PO BOX 35
Dauphin, PA 17018
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0.00
If more space is needed,use additional sheets of paper of the same size.
LAST WILL AND TESTAMENT
OF
ELLEN E . ESLINGER
I, ELLEN E. ESLINGER, of Dauphin, Dauphin County,
Pennsylvania, being of sound mind, memory and understanding, do
make and publish this my Last Will and Testament, hereby revoking
and making void all former Wills by me at any time heretofore made.
ITEM I . I direct that all my just debts
and funeral expenses be fully paid and satisfied as soon as
conveniently may be after my decease .
ITEM II . I give all of the rest, residue
and remainder of my estate unto the following:
(a) Ten (10%) percent to the Mount Laurel Church of God,
Piketown, Pennsylvania .
(b) Ten ( 10%) percent to Trinity Evangelical Free
Church, Dauphin, Pennsylvania .
(c) Ten (10%) percent to Roy Hagland, 3126 South Glacier
Bay Way, Meridian, Idaho 83642, provided he survives my death.
(d) Ten (10%) percent to Sue Hagland, 3126 South Glacier
Bay Way, Meridian, Idaho 83642, provided she survives my
death.
(e) Ten ( 10%) percent to Bethany Hagland, 3126 South
Glacier Bay Way, Meridian, Idaho 83642, provided she survives
my death .
(f) Ten (10%) percent to Sarah DeMateo, 2702 South
Karlov #2, Chicago, Illinois 60673-9926, provided she survives
my death.
(g) The balance of my residuary estate shall be divided
equally between Mignon G. Singer, of Boiling Springs,
Pennsylvania, and Kevin E. Singer, of Harrisburg,
Pennsylvania, provided they survive my death.
ITEM III . In addition to the powers
conferred by law, I authorize my Executor, in absolute discretion:
A. To retain in the form received, and to sell either at
public or private sale any real or personal property.
B. To manage real estate.
C. To invest and reinvest only in forms of property defined
as legal investments according to the laws of the Commonwealth of
Pennsylvania .
D. To exercise any optional rights arising from ownership of
investments .
E. To compromise claims without court approval,, and without
the consent of any beneficiary.
ITEM IV. It is hereby directed that my
Executor, hereinafter named, shall pay all inheritance, state,
succession and legacy taxes to which my estate or the transfer of
any property hereunder may be subject and to charge such tax as
part of the administration, payable out of my residuary estate .
2
q'
ITEM V. I nominate, constitute and
appoint Charles Faust to be and act as my sole Executor of this my
Last Will and Testament . In the event of renunciation, death,
resignation or inability to act for any reason whatsoever of
Charles Faust, I nominate, constitute and appoint Charles J.
DeHart, III, as Executor of this my Last Will and Testament . No
personal representative or fiduciary appointed herein shall be
required to post bond or give any security.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
L �
day of � 2008 .
(v -E - �a (SEAL)
ELLEN E . ESLINGE .
The preceding instrument, consisting of this, and two other
typewritten pages, was on the date thereof signed, published and
declared by ELLEN E. ESLINGER, the Testatrix therein named, as and
for her Last Will, in the presence of us, who at her request, in
her presence and in the presence of each other, have subscribed our
names as witnesses hereto.
c� Residing at
Charles J. DeHart,III
3631 North Front Street
- Ha h 9Pa syl aniA 17110
6' m • Residing at
3
ry
COMMONWEALTH OF PENNSYLVANIA
SS :
COUNTY OF 3)A U NH I PJ
The Testatrix and the witnesses whose names are subscribed to
the foregoing instrument, being first duly sworn and qualified
according to law, do hereby acknowledge and declare to the
undersigned authority that the Testatrix signed and executed the
instrument as her last Will in the presence of the witnesses, that
she signed willingly or willingly directed another to sign for her,
that she executed it as her free and voluntary act for the purposes
therein expressed, that each of the witnesses, in the presence and
hearing of the Testatrix, signed the Will as witnesses, and that to
the best of their knowledge, the Testatrix was at that time
eighteen years of age or older, of sound mind and under no
constraint or undue influence.
Testatrix
tness
Wi n ss
Sworn to, subscribed and acknowledged before me by the above
named Testatrix and witnesses this )q }1, day of FE-gRury(Ztl
2008 .
-)U41 N -- (SEAL)
otary Public
08026-001/128470
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4
Estate Valuation
Date of Death: 11/23/2013 Estate of: Ellen E. Eslinger Irrev Trust
Valuation Date: 11/23/2013 Account: 41F810018
Processing Date: 01/27/2014 Report Type: Date of Death
Number of Securities: 15
File ID: EslingerEllen TrustASSets
Shares Security Mean and/or Div and Int Security
or Par Description - High/Ask Low/Bid Adjustments Accruals Value
1) 578.58 ADVISORS INNER CIRCLE FD (0075W0759)
EDGWD GRW INST
Mutual Fund (as quoted by NASDAQ)
11/22/2013 18.06000 Mkt
18.060000 10,449.15
2) 324.173 ADVISORS INNER CIRCLE FD (00758M162)
ACADIAN EMRGN
Mutual Fund (as quoted by NASDAQ)
11/22/2013 18.68000 Mkt
18.680000 6,055.55
3) 379.398 ADVISERS INVT TR (00770G847)
JOHCM INTL SL I
Mutual Fund values reported to NASDAQ
11/22/2013 17.71090 Mkt
17.710000 6,719.14
4) 1520.853 FEDERATED EQUITY FDS (314172560)
STRG VAL DV INST
Mutual Fund (as quoted by NASDAQ)
11/22/2013 5.87000 Mkt
5.870000 8,927.41
5) 11996.713 FEDERATED TOTAL RETURN SERS (31428Q101)
TOIL PET INSTL
Mutual Fund (as quoted by NASDAQ)
11/22/2013 11.01000 Mkt
11.010000 132,083.81
Daily Div. Accrual as of 11/23/2013 314.71
6) 104.144 HARBOR FD (411511306)
INTL FD INSTL
Mutual Fund (as quoted by NASDAQ)
11/22/2013 70.81000 Mkt
70..810000 7,374.44
7) 140.882 MANAGERS AMG FDS (561709593)
GW&K SCEQ INST
Mutual Fund (as quoted by NASDAQ)
11/22/2013 24.76000 Mkt
24.760000 3,488.24
8) 312.002 NATIXIS FDS TR II (63872T828)
VN VL OPP FD Y
Mutual Fund (as quoted by NASDAQ)
11/22/2013 21.11000 Mkt
21.110000 6,586.36
9) 6079.317 PIMCO FEB PAC INVT MGMT SER (693390700)
TOTAL REIRN PT
Mutual Fund (as quoted by NASDAQ)
11/22/2013 10.89000 Mkt
10.890000 66,203.76
Daily Div,. Accrual as of 11/23/2013 92.48
10) 16.569 PERRITT FDS INC (714402203)
MICROCAP OPPTY
Mutual Fund values reported to NASDAQ
11/22/2013 34.86000 Mkt
34.860000 577.60
11) 1476.013 PROFESSIONALLY MANAGED PTFL (742935489)
OSTER SIR INCM
Mutual Fund (as quoted by NASDAQ)
11/22/2013 11.91000 Mkt
11.910000 17,579.31
This report was produced with Estateval, a: I I icing Systems, Inc. If you have questions,
please contact EVP Syst s.com. (Revision 7.3.1)
Date of Death: 11/23/2013 Estate of: Ellen E. Eslinger Irrev Trust
Valuation Date: 11/23/2013 Account: 41F810018
Processing Date: 01/27/2014 Report Type: Date of Death
Number of Securities: 15
File ID: EslingerEllen TrustAssets
Shares Security Mean and/or Div and Int Security
or Par ., Description High/Ask Low/Bid Adjustments Accruals Value
12) 354.536 RIVERPARK FDS TR (76882K306)
WEDGEWD INSTL
Mutual Fund (as quoted by NASDAQ)
11/22/2013 17.27000 Mkt
17.270000 6,122.84
13) 218 VANGUARD BD INDEX FD INC (921937827)
SHORT IBM BOND
NYSE Area Equities Exchange
11/22/2013 80.59000 80.53000 H/L
11/25/2013 80.61000 80.54000 H/L
80.567500 17,563.72
14) 217.307 VANGUARD INDEX PUS (922908462)
VALU IDX SIGNL
Mutual Fund (as quoted by NASDAQ)
11/22/2013 30.66000 Mkt
30.660000 6,662.63
15) 12966.42 Federated Govt Obligation MMF#395 (CASH) 12,966.42
Total Value: $309,360.38
Total Accrual: $407.19
Total: $309,767.57
Page 2
This report was produced with EstateVal, a product of Estate Valuations a Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
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P.O. Box 4887 Page 1 of 3
RdtonB� Lancaster, PA 17604 Statement Date: 12/31/12 through 12131/13
LISTENING IS JUST THE BEGINNING.' fultonbank.com Retirement ID Number: XXXX3018
Temp-Return Service Requested For information regarding your account
please call customer service at 800.FULTONA.
Retirement Account Statement
TRADITIONAL IRA
IIIIIrI'I'1'���I'I�IIIII�'I��'��III�IIIII'�'ll�"�I'll'lll'��I1��
008752 0.6500 AT 0.384 TR00035
J_
ELLEN E ESLINGER
3631 N FRONT ST
HARRISBURG PA 17110-1533
I-Summary of Your Investment
Account Number Rate Matures Value
9300083150 0.080% 40,468.95
Retirement Plan Totals 40,469.03
•
Balance as of 12/31/2012 40,437.91
• Deposits/Contributions 0.00
• Interest Credited 31.04
- Withdrawals/Distributions 0.00
- Service Charges 0.00
Ending Plan Balance 40,468.95
Earnings Not Yet Credited to Your Account 0.08
o Total Account Value - 40,469.03
0
Fair Market Value 12/31/2013 40,469.03"'
Taxes Withheld 0.00
Contributions made in 2013 for tax year 2012 0.00
o Contributions made in 2013 for tax year 2013 0.00
This information is being provided to Internal Revenue Service
m
o..
on
gN Activity on Your Account(s)
J° Date Account Number Type of Activity Amount Balance
12/31/2012 Beginning Balance 40,437.91
06/30/2013 9300083150 Interest Added _ 15.04 40,452.95
12/31/2013 9300083150 Interest Added .16.00 40,466.95
12/31/2013 Ending Balance 40,468.95
This information is be -rvice
Member FDIC. M c•+ ,