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HomeMy WebLinkAbout07-31-15 J M7pennsytvania 1505614105 EX(03-14)(FI) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number Ha BOX 280601 (� l�q < 2-Harrisburg, PA 17128-0601 RESIDENT DECEDENT ` � t � � ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 04152014 � 1 !1961920 u� Decedent's Last Name Suffix Decedent's First Name MI Abers -�� Freda (If Applicable)Enter Surviving Spouse's Information Below [B] -- Spouse's Last Name Suffix Spouse's First Name MI r F] THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW CD 1.Original Return O 2.Supplemental Return O 3. Remainder Return(date of death prior to 12-13-82) . O 4.Agriculture Exemption(date of O 5.Future Interest Compromise(date of c= 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) O 7.Decedent Died Testate p 8.Decedent Maintained a Living Trust 9. Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) C= 10.Litigation Proceeds Received Q 11.Non-Probate Transferee Return O 12. DeferraUElection of Spousal Trusts (Schedule F and G Assets Only) O 13.Business Assets O 14.Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Ronald L.Abers (717)695-3782 First Line of Address 30 Dougherty Dr Second Line of Address City or Post Office State ZIP Code Lemoyne Pa 17043 Correspondent's email address: Rabers127@yerizon.net REGISTER OF WILLS USE ONLY REGISTER OF WILLS USE ONLY DATE FILED MMDDYYYY 4 © rn I DATEIFILER STAMP f-" Cid '' f4 C -n -n PLEASE USE ORIGINAL FORM ONLY r-> CD r ZE -?t Side 1 r=- rn 1505614105 1505614205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: Freda $,Abers RECAPITULATION 1. Real Estate(Schedule A). ............................................. 1.1 999.9 2. Stocks and Bonds(Schedule B) i 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. i 4. Mortgages and Notes Receivable(Schedule D)........................... 4. 1 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. i 18,101.231 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. G 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property i (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets(total Lines 1 through 7)............................. 8. i 19,101.22 9. Funeral Expenses and Administrative Costs(Schedule H)........ 11,525.44 C 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............... 10. 1 -. 454,124.70, I 11. Total Deductions(total Lines 9 and 10). ................................ 11. 465,650.14 12. Net Value of Estate(Line 8 minus Line 11) .............................. 12. -446,548.92 13. Charitable and Governmental Bequests/Sec.9113 Trusts for which j an election to tax has not been made Schedule J 13. -0.00 14. Net Value Subject to Tax(Line 12 minus Line 13) ........................ 14. 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_ 16. Amount of Line 14 taxableat lineal lineal rate X.0_ _ - -- 16.1 l 17. Amount of Line 14 taxable at sibling rate X.12 i 17. t - - ----- - i- - -- -- 18. Amount of Line 14 taxable at collateral rate X.15 t 18. it 19. TAX DUE ......................................................... 19.; 0.00 20. FILL 1N THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Under penalties of perjury,1 declare 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 prepares other than the person responsible for filing the return is based on all information of which preparer has any knowledge. SIGNATURE OFPE2PKR I FILING RETURN ATE ADDRESS 'b ' �© ` :� SIGNATURE OF PREPARER OTHER THAW PERSoNAESPONSIBLE FOR FILIN41 THE RETURN DATE ADDRESS 1101111111111111 11111 Jill I11 Side 2 6 4 1505614205 REV-15M EX (FI) Page 3 File Number Decedent's Complete Address: DECEDENTS NAME Freda B. Abers; STREETADDRESS Golden Living Center 46 Erford Rd CITY STATE 711P Camp Hill Pa 17011 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments B.Discount (See instructions.) Total Credits(A+B) (2) 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) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 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................................ ............................... .............. El 0 b. retain the right to designate who shall use the property transferred or its income ............................................ 11 c. retain a reversionary interest............................................................................................................................ 171 d. receive the promise for life of either payments,benefits or care?...................................................................... 171 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. El N 3. Did decedent own an"in trust for*or payable-upon-death bank account or security at his or her death?.............. 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation? ........................................................................................................................ ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE 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 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 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 step-parent 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 decedents lineal beneficiaries is 4.5 percent except as noted in[72 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)].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+(02-15) i pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT-DECEDENT - ESTATE OF: �.. _ FILE NUMBER: Freda B.Abers 2014-00542 All real,property-owned solely or as a tenant in common must tie reported at fair market value.Fair market value is defined as the price at which property would tie exchanged between a willing buyer and a willing seller,neither being compelled to buy or soil,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. s Attach a copy of the settlement sheet if the property.has been sold. ITEM Include a copy of the deed showing decedents intetest'if owned as tenant in common. VALUE AT DATE .NUMBER i•. - OF DEATH DESCRIPTION - 1. Interest in mineral rights on farm located in Clearfiled County,Pa. Identified by Clearfield 999.99 County.Tax Office as Control No.12609329,Map#G09-000-00006-MN,107.075 Acres,12.5% ,interest in 107.075 A Coal&Clay. f i i TOTAL(Also enter on tine 1,Recapitulation.) $ 999.99 ' If more space is needed,ruse.additional sheets of paper of the same size. REV-1511 EX+(02-15) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Freda B.Abers 2014-00542 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Fackler-Wiedeman Funeral Home(Service,casket,burial,etc.) 9,883.42 Oliver T.Korb&Sons(Monument engraving and placement) 600.00 Wake reception at Rock Bass Grille in Wormleysburg,Pa. 466.34 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 288.76 Name(s)of Personal Representative(s) Ronald L.Abers Street Address 30 Dougherty Dr city Lemoyne State Pa ZIP 17043 Year(s)Commission Paid: 2015 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 138.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. Publication of required legal notice in Patriot News 143.22 2015 Real Estate Taxes(see Schedule A) 5.30 TOTAL(Also enter on Line 9,Recapitulation) $ 11,525.54 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(02-15) Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Freda B.Albers 2014-00542 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. Claim for restitution of medical assistance from Department of Public Welfare(attached) 454,108.77 2. Nursing home bill from Golden Living Center 15.93 TOTAL(Also enter on line 10,Recapitulation) $ 454,124.70 If more space is needed,insert additional sheets of the same size. ����K� ~� n~~~~^"�^���"��nvv~~ DEPARTMENT nrPUBLIC WELFARE November 2O, 2O14 RONAU] ABERS 30DOUGMERTYDR LEMOYNEPA 17043-1173 Re: Freda /\bers CTS #: 430153195 SSN: ###-##-6714 Date ofDeath: 04/15/2014 Dear MrAbera: Please be advised that the Department ofPublic Welfare is attempting torecover the monetary value of any and all eligible assets in the subject estate. Although the amount in the estate may be considerably less than that which is owed to the Department, our claim is against the estate, nv$ one else. Your responsibilities, as the primary next ofkin/adrninistrator/executor, is to advise the Department of any assets in the estate and to insure that the remaining money, after all funeral and administrative costs are deducted, is sent tothe Department. The Department ofPublic Welfare maintains a claim in the amount of against the above-mentioned estate. This claim is for restitution of medical assistance granted onbehalf ofthe decedent for which the Probate Estate isnow responsible to reimburse the Department according toAct 49, 62 P.S. 1412, effective August 15, 1994, as amended by Act 20-95/ effective June 30, 1995' Enclosed is the Department's itemized statement of claim. A portion ofthis medical expense, namely $19,774.03, was incurred during the last six months of the decedent's life; therefore, it is a [1ass 3 claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3)' The balance of the claim, namely , is to be entered as a priority Class 5'1 claim against the estate. As per our conversation of 11/20/14, please submit copies of funeral bill, expenses and payment of $5575.49. any questions please call me at the number below. Sincerely, �? Kelly I. Long TPLPnograrn Investigator 717-772-6266 717-772-6553 FAX Enclosure ' Bureau of Program Integrity | mwsion ofThird Party Liability | Recovery Section puBox n4no 1 na,,/suuno' Pennsylvania 17105'8486 COMMONWEALTH OF PENNSYLVANIA BUREAU OF PROGRAM INTEGRITY DIVISION OF"CHlRD PARTY LIABILITY RECOVERY SECTION PO BOX 8486 HARRISBURG,PA 17105-8486 November 17,2014 STATEMENT OF CLAIM SUMMARY NAME Estate of ABERS,FREDA 430 152 12E j MEDICAL CLASS 3 CLASS 5.1 TOTAL INPATIENT .00 648.97 648.97 OUTPATIENT 80.00 980.14 1,060.14 LONG TERM CARE 19,694.03 428,456.20 448,160.23 DRIUC' .00 4,249.43 4,249.43 REIMBURSEMENT TO DPW 19,774.03 434,334.74 454,108.77 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE I EIN- 23-6003113 Page 1 of 42 WIEDEMAN FACKLER- WIEDEMAN t1.Ai FUNERAL HOME, INC. FUNERAL HOMI 357 South Second Street WIEDEMAN 23rd and Derry Street: Steelton, PA 17113-2524 FACKLERWIEDEMAN Harrisburg, PA 17104-2721 - Phone: 717.939.2344 Phone: 717.564.143-, Fax: 717.939.1999 Fax: 717.564.727, Dennis L.Wiedeman,FD,President,Supervisor -Steelton ( James W.Talion,FD,Supervisor-Harrisburg William A.Sibert,FD I Lisa M.Wiedeman,FD,Marketing Coordinator Email:wiedemanfh@comcast.net I Website:www.wiedemonfuneralhome.com Mr.Ronald L.Abers May 05, 2014 30 Doughtrey Drive Lemoyne,PA 17043 For the Funeral Services of: Freda B.Abers CLIENT NUMBER: 2014-FW-020 PROFESSIONAL SERVICES Services of Funeral Director and Staff $ 1,895.00 Embalming $ 795.00 Hairdressing, dressing, cosmetology $ 290.00 OTHER STAFF AND RELATED FACILITIES Viewing (1 Hour) $ 250.00 Funeral Ceremony, Rite,or Service $ 495.00 TRANSPORTATION Transfer of Remains to Funeral Home $ 325.00 Hearse (Casket Coach) $ 295.00 Limousine $ 180.00 Service Car/Van $ 150.00 Out of Town Transportation $ 319.00 MERCHANDISE Sunglo-20 Ga. Steel Protective Casket,as selected $ 1,995.00 Guardian Burial Vault $ 1,225.00 Burial Clothing(Dress) $ 128.00 Lady's Underclothing- Complete Set $ 21.00 Casket Spray+Tax $ 265.00 CASH ADVANCES Opening Grave/Crypt/Niche $ 500.00 Cemetery Equipment $ 200.00 Newspaper Notices - Local $ 156.42 Certified Copies of Death Certificate $ 24.00 Organist $ 125.00 Clergy Honorarium $ 200.00 TOTAL: $ 9,833.42 PAYMENTS&ADJUSTMENTS May 5,2014 SecurChoice ($ 9,778.03) '> BALANCE DUE: $ 55.39 Please make checks payable and mail to: FACKLER-WIEDEMAN.FUNERAL HOME f ami ly owned and operated . . . the care 0013 Server: TRACEY E Rec: ... 04/18/14 13:50; 5,,-. ?AJC Tera: ROCKBASS GRILL 451 S. FRONT STREET <,717)731-?150 f f MERCHANT #: �� Conti CARD TYPE ACCOUNT NUMBER At9c' XXf XX y,XX�,XX2000 `Y _'- - _-_ ... t ... : n tt• PROVED s" W ' All's r 4: 5293:7 VRe#ersn..a.. 04180100000'3 _ <. :�,;; :,<:. _. n, TRANS TYPE: CreditCard SAi_c in CHEC t 373 , 13 r-n ADE ZV TOTAL- Ln cc `c O 0 X O ZZ S2 ALO.. Cdm m�� � '� � PHONE: t ) cit; Ct '�* [)up I Z cat Co �-� -B N m -:0S CARDHOLDER q,; L i=.Y CARD ISSUER Af �B Ey � N,, 0OUNT PURSUANT TG CARG"r`.O'!)ER AOREL. QN, UUQ vt j, y ID .� `•`•\, � � r.: Slit? One x�GGY & �`�.e�'p 8 Copy 0��'J _ U4 r « w a, Your Records It 6 Cr) CM 4 RECEIPT FOR PAYMENT LISA M. GRAYSON, ESQ. Receipt Date: 6/02/2014 Cumberland County - egister Of Wills Receipt Time: 15 : 13 :20 One Courthouse Scare Receipt No. : 1078191 Carlisle, PA 17913 ABERS FREDA BARR Estate File No. : 2014-00542 Paid By Remarks : RONALD L ABERS Ci ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PETITION LTRS ADM 60 . 00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 15 .00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN INH TAX RETURN 15. 00 CUMBERLAND COUNTY GENERAL FUN INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATION 5 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 760138 . 50 Total Received. . . . . . . . . P38 . 50 Order Confirmation Now you know Ad Order Number Customer Payor Customer 0002306083 ABERS,RONALD ABERS,RONALD Sales Rep. Customer Account PavorAccount jrogers 247840 247840 Order Taker Customer Address Payor Address jrogers 30 Dougherty Dr 30 Dougherty Dr Order Source Lemoyne PA 17043 USA Lemoyne PA 17043 USA Phone Cu t�omer Phone Pay—or Phone 717-695-3782 717-695-3782 717-319-7111 717-319-7111 PPO Number Specht Pricing Ordered By None Ron Abers Customer Fax Customer Wall Rabersl27@verizon.net Tear Sheets Proofs Affidavits Blind Box Promo Type 0 0 1 Invoice Text Materials NetAmount Tax Amount Totai Amount $143.22 $0.00 $143.22 Payment Method Payment_Amount Amount Due $0.00 $143.22 Ad Number Ad Type Ad Size color 0002306083-01 Legal Liners : 1.0 X 11 Li <NONE> Production Method Production Notes Ad Booker External Aid Number Ad Attributes Ad Released Pick Up No 7/21201410:46:53AM 1 Page 1 of 1 FOLD AT{-) NOM-a-GRAMO OLIVER T. KORB & SONS9 F.D. 843X 623 0 15-23 EAST PARKWENUE 0 DL (814) 371 -4345 OR TOLL FREIZE 1 -800-7! TO DATE .. Mr. Ron Abers 3.0. Dougherty,,Dr.. ..._ . .. Lemoyne, PA 17043 L J DATE June Re: Your inquiry. The monument we placed in the Oak Hill Cemetery is now lettered as follows: P, N ACCI DENNIS MELVA BLANK Ciblo (BARR) PANEL. NOV. 21 , 1938 AUG. 26, 1918 advisees that AUG. 31 , 2009 DEC. 20, 1996 and the cors can only gue 6Ve will add: FREDA (BARB} Thank you1 ABERS NOV. 16, 1920 APR. 15, 2014 to the above for $600.00 and our terms on work of ZED :;"a Irl, this nature are payment at the time the order is _ placed with us. We will plan to bring the top "`` ' ' piece of this monument into our shop to do this ,,rwork�.} l For our office remcords, we would need to be SIGNED STRUC'>IC,:l.. 11s, littns://mail.verizon.com/webmail/driver?nimlet=download&fid=INBOX&mid=11115&di... 7/18/2014 006739' Payee Check Date Check # Amount ABERS, FREDA 04/29/2014 6732 1387.55 Memo ABFPS, FREDA 1367.55 TO CLOSE ACCOUNT TO CLOSE ACCOUNT Address C/O RONALD ABERS 30 DOUGHERTY DRIVE LEMOYNE, PA 17043 GGNSC CAMP HILL III LP/GLC•CAMP HILL*03959 00673 Payee Check Date Check # Amount ABERS, FREDA 04/29/2014 6732 1387.55 Memo ARERS, FREDA 1327.55 TO CLOSE ACCOUNT TO CLOSE ACCOUNT Address C/O RONALD ABERS 30 DOUGHERTY DRIVE LEMOYNE, PA 17043 rn"L 111 LrJ4LC:-VAMP HILL#'03959 0069E Payee Check Date Check # Amount RON ABERS 06/10/2015 6984 1352.53 Memo LIFE INS PEN CK REFUNDED AFTER DEATH Address GGNSC CAMP HILL 111 LP/GLC-CAMP HILL#03959 00698 Payee Check Date Check # Amount RON ABERS 06/10/2015 6984 1352.53 lvlemo LIFE INS PEN CK REFUNDED AFTER DEATH Address Pennsylvania State Employees Credit Union P.O. Box 67013 Harrisburg, PA 1 71 06-701 3 Member Number: 8458'****' 800.237.7328 PSECIL, psecu.com Statement Period: 06/12/14 to 06/30/14 Direct inquiries regarding preauthorized electronic transfer or account errors to the above address. Page Number: Regular 1 of 2 Account Balances at a Glance 61505 1 AV 0.381 00.595 00.067 T225 P1 10 Total Shares: $6,350.82 Total Certificates: 50.00 ESTATE OF FREDA 6 ABERS I Total Loans: $0.00 A RONALD ABERS EXECUTOR 30 DOUGHERTY DR LEMOYNE, PA 17043-1173 001156 07 011260 001 D S2 SAP:1.2,3,4,5 WITH YOUR Anywhere, anytime access with our mobile sotutions. MONEY >>psecu.'com/mobile YEAR TO DATE INFORMATION Description Amount Total Dividends Year to Date $0.34 SHARES Posting Effective Transaction New Date Date Transaction Description Amount Balance REGULAR SHARE ID 011 06/12 Beginning Balance 0.00 06/12 Payment:Membership 1.00 1.00 06/12 FROM 0184186714-01 TO 8458373688-1 06/12 Payment:Membership 5.00 6.00 06/12 FROM 018418671401 TO 8458373688-1 06/12 Withdrawal ENTRANCE FEE -1.00 5.00 06/30 Ending Balance 5.00 Dividend YTD: Year to Date 0.00 CHECKING ID 04 06/12 Beginning Balance 0.00 06/12 Payment:Transfer 5,578.12 5,578.12 06/12 From ABERS,FREDA XXXXXXXXXX Share 01 06/17 Payment:By Check 1,455.13 7,03125 06/19 ELECTRONIC BILL 0001 FOR$15.35 06/19 WAS SENT TO GOLDEN LIVING 06/23 Withdrawal Direct Deposit GOLDEN LIVING -15.35 7,017.90 06/23 TYPE: E-BILL CO: GOLDEN LIVING 06124 06/17 Payment:Adjustment Account Adjustment: -67.58 6,950.32 06/17 06/24 J77-RETURNED DEPOSITED ITEM 06/17 06124 RFR TO MAKER 06/27 Check 000181 -138.50 6,811.82 06/27 Check 000 182 -466.34 6,345.48 Pennsylvania State Employees Credit Union Member Name: ESTATE OF FREDA B ABERS P.O. Box 67013 Harrisburg, PA 17106-7013 Member Number: 8458*****' 800.237-7328 PSECILI psecu.com Statement Period: 06/12/14 to 06/30/14 Page Number: Regular 2 of 2 Posting Effective Transaction New Date Date Transaction Description Amount Balance 06/30 Payment:Dividend 0.100% 0.34 6,345.82 Annual Percentage Yield Earned 0.100%from.06/12/14 through 06130/14 Based on Average Daily Balance of 6,466.73 06/30 Ending Balance 6,345.82 Dividend YTD: Year to Date 0.34 CLEARED DRAFT RECAP Draft# Date Amount Draft# Date Amount Draft# Date Amount 181 06/27 138.50 182 06/27 466.34 *Indicates a break in check sequence. Pennsylvania State Employees Credit Union P.O.Box 67013 Harrisburg,PA 17106-7013 Member Number: 8458****** 800.237.7328 YSE@Ll psecu.com Statement Period: 06/01/15 to 06/30/15 Direct inquiries regarding preauthorized electronic transfer or account errors to the above address. Page Number: Regular I of I Account Balances at a Glance Total Shares: $6,741.51 + 0566222 000020491 OPSEC1 0640044 131 P2 ESTATE OF FREDA B ASERS Total Certificates: $0.00 RONALD ABERS EXECUTOR Total Loans: $0.00 30 DOUGHERTY DR LEMOYNE PA 17043-1173 0 SHARE YOUR CREDIT UNION %M WA your lamilry anJlrie". >>psecu.com/join YEAR TO DATE INFORMATION Description Amount Total Dividends Year to Date $2.51 .SHARES Posting Effective Transaction New Date Date Transaction Description. Amount Balance REGULAR SHARE ID 01 06/01 Beginning Balance 5.00 06130 Ending Balance 5.00 Dividend YTD:Year to Date 0.00 CHECKING 10 04 06/01 Beginning Balance 5,383.53 06/30 Payment: By Check 1,352.53 6,736.06 06/30 Payment: Dividend 0.100%" 0.45 6,736.51, Annual Percentage Yield Earned 0.100%from 06/01115 through 06/30/15 Based on Average Daily Balance of 5,428.61 06/30 Ending Balance 6,736.51 Dividend YTD:Year to Date 2.51