HomeMy WebLinkAbout01-0532
REV_l~'lO;X (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
Ie;.. - ~3</-:i/
REV-1500
OFFICIAL USE ONLY
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
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COUNTY CODE YEAR
QOS~~
NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Rife Betty Jane
DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
06/03/01 09/27/1924
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
SOCIAL SECURITY NUMBER
195 16
3539
~ 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy 0/ Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copyofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (date a/death prklrto 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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NAME
COMPLETE MAILING ADDRESS
Gregory R. Reed, Esq.
FIRM NAME (I/Applicable)
3120 parkview Lane
Harrisburg, PA 17111
TELEPHONE NUMBER
(717) 238-0434
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
$ 51.000.00
OFFICIAL USE ONLY
4. Mortgages & Notes Receivable (Schedule D)
(1)
(2)
(3)
(4)
(5)
21,810.36
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Joinlly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
(6)
72,810.36
(6)
(7)
(9)
(10)
22,360.11
4,929.56
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(11)
(12)
(13)
27.289.67
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
4';. ~~() hq
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
45.520.69
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
,.0_(15)
4~ ~~O hq
, .0 (16)
2.048.43
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
x .12 (17)
18. Amount of Line 14 taxable at collateral rate
x .15 (16)
19. Tax Due
(19)
2.042.43
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS 103 St. Johns Road
CITY
STATE
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
2,048.43
Total Credits (A + B + C ) (2)
0.00
3. InteresUPenally if applicable
D. Interest
E. Penalty
TotallnteresUPenally ( 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 Une 20 to request a refund (4)
ZIP
129.68
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
2,178.11
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
2,178.11
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
a. retain the use or income of the property transferred;.......... ................... ........................ ................... 0
b. retain the right to designate who shall use the property transferred or its income;.. .................... 0
c. retain a reversionary interest; Of........ ................",. ................................... .................................. ...... 0
d. receive the promise for life of either payments, benefits or care? ....................... ................................... 0
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? ...... D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................". . ............ D
No
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129
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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 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 preparerhas any knowledge.
SIGNATUREj$P(RSDN R~QNSIIltfFOR FlltNG RETURN
\ ~ \/1/1,//.-1 17~. ;-:f-;
ADORE S
ADDRESS
DATE
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. g9116 (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% [72 P.S. g9116 (a) (1.1) (iill.
The statute does not exemot 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 twenty-one 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% [72 P.S. g9116(a)(1.2)].
The tax rale imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. g9116(1.2) [72 P.S. g9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. g9116(a)(1.311. 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.
ESTATE OF:
ITEM
NUMBER
1.
SCHEDULE "A"
REAL EST A TE
BETTY J. RIFE
DESCRIPTION
103 St. Johns Road, Lower Allen Twp.
ALL THAT CERTAIN lot of ground
with the improvements thereon erected situate in
the Township of Lower Allen, County of
Cumberland and State of Pennsylvania, being
known as Lot No. 27 on a plan of lots known as
Rana Villa Springs Terrace, said plan being
recorded in the Cumberland County Recorder's
Office in Plan Book 2, Page 42, said lot being
bounded and described as follows, to wit:
On the north by Lot No. 26 on said plan;
on the east by Lot No. 156 on said plan; on the
south by Lot No. 28 on said plan; and on the west
by Stone Church Road, having a frontage on said
road of sixty-five (65) feet and a depth of one
hundred seventy-eight and twenty-five hundredths
(178.25) feet.
(See attached Settlement Sheet, marked Exhibit" 1 "
and incorporated herein by reference.)
TOTAL
FILE NO. 00532-2001
VALUE AT DEATH
$ 51,000.00
$ 51,000.00
SCHEDULE "E"
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF:
BETTY J. RIFE
ITEM
NUMBER
DESCRIPTION
FILE NO. 00532-2001
VALUE AT DATE
OF DEATH
1. Checking Account #55028-00
Members 1 st Federal Credit Union 15,031.22
(See copy ofletter attached marked
Exhibit "2" and incorporated herein by reference)
2. Checking Account #55028-11
Members 1 st Federal Credit Union 870.86
(See copy ofletter attached marked
Exhibit "2" and incorporated herein by reference)
3 Miscellaneous Cash found in Home 168.70
4. Nationwide Retirement Cumbo Co. - insurance 1,009.77
5. Members 1 sl Credit Union - dividends for 2001 148.69
6. Nationwide Retirement Solutions, Inc. 5,482.89
(Deferred Compensation) See copy of
check #5510716669 attached hereto marked
Exhibit "3" and incorporated herein by reference)
7. William Dodson - house rent 108.00
Total:
$ 21,810.36
ESTATE OF:
SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
BETTY J. RIFE
ITEM
NUMBER
A.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
DESCRIPTION
Funeral Expenses:
1.
Neill Funeral Home
Administrative Costs:
Personal Representative's Commissions
Richard G. Rife
11428 Old Plan Road
Jacksonville, FL 32220
Attorney Fees
Filing fees - Register of Wills
FILE NO. 00532-2001
VALUE AT DATE
OF DEATH
The Valley Times
and Cumberland County Law Journal (Advertise Letters)
Hoscraft, Hodrty & O'Donnel
(Richard Rife - bond)
David E. Rife - (Shingles for 103 St. Johns Rd.)
Comcast (Cable Bill)
Lower Allen Township (Sewer and Water for
103 St. Johns Rd)
Boyd E. Diller (Dumpster to clean 103 St. Johns Rd.)
$ 5,138.00
3,640.00
3,640.00
108.00
121.10
920.00
34.14
36.88
337.50
325.00
SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Page 2
10.
Bonnie K. Miller, Tax Collector
(Taxes $834.90; $319.65 and $810.10)
II.
Gregory R. Reed, Esquire - (Legal Fees Prior to Death)
12.
Verizon - (phone bill)
13.
PP & L Electric bills - (6/29/01-12/30/02)
14.
State Farm Insurance
(Insurance for 103 S. St. Johns Road)
15.
Lewis B. Buchanan (Fuel Oil for 103 S. St. Johns Road)
16.
Michael Albright (Lawn Care 103 S. St. Johns Road)
17.
Heritage Medical Group (Last Illness)
18.
David E. Rife (Miscellaneous Repairs, Painting
for 103 S. St. Johns Road)
19.
UPS Overnight Charges
20.
Closing costs for sale of 103 S. St. John's
(See Exhibit "I" attached hereto and made a part hereof)
1,964.65
150.00
33.21
408.45
257.00
140.25
360.00
15.00
487.93
34.00
4.209.00
Total $ 22,360.11
SCHEDULE "I"
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
ESTATE OF:
BETTY J. RIFE
ITEM
NUMBER
DESCRIPTION
1.
Hospice of Central Pennsylvania
2.
GTE (final phone bill)
3.
GPU Energy
4.
GPU Energy
5.
GPU Energy (final bill)
FILE NO. 00532-2001
VALUE AT DATE
OF DEATH
$4,290.00
27.01
200.57
230.87
181.11
Total: $4,929.56
SCHEDULE "J"
BENEFICIARIES
ESTATE OF:
2001
FILE NO. 00532-
BETTY J. RIFE
ITEM
NUMBER
NAME AND ADDRESS
OF BENEFICIARY
RELA TrONSHIP
AMOUNT OR
SHARE OF
ESTATE
A. Taxable Bequests:
1.
Richard G. Rife
11428 Old Plank Road
Jacksonville, FL 32220
Son
1/3 ofresidue
2.
David E. Rife
4103 Old Gettysburg Road, Apt. 4
Camp Hill, P A 17011
Son
1/3 of residue
3.
Betsy J. Rogers
6 Trudy Circle
Mechanicsburg, PA 17050
Daughter
1/3 of residue
B. Charitable and Governmental Bequests:
None
A.
U.S o!'PARTMENT OF OOJSI1<G & 111\BMl DEVELOPMENT
SEiTLiMENT STATEMENT
UM~ HV. ~~,,-u.c:o.o r
e. TYPE OF LOAN;
.. I3JCONV. UNINS. '.OVA
7, LOAN 1';lJ)"'~R.:
233845
1-0"'': 2-0."'''''
6. FILE NUMBER:
A 102-326 DOOSON
$ MORTGAG;; INS CASE NUMBER'
0. []cONY. INS.
~ , i" - .
C. :.JOTE: Thi~ form ~ ~ to gfV11 YO" ~ statement of actual satrf9ment ccst.s, ~,:T!:J(Jr.r$ O~f1 to ~nd by ths s9ftfQ,-ngftf ~!'''f.s.~
ltetm marke'1 TFOCr Wl>f9 paId out"i(je the dosing; they 8m shown h9re for inlorrMtional pUrpDSQ$ ~nd,:;lra not f;y.A.~ 1:: ~ ~al3,
D. NAME AND .I>.DDIl.l;$S Of' BORROWER: e. l'-IAME AND ADDRESS 0'= $El.L...eH;;; F, NAAlE AND A:ORSSS OF L..eNOeR:
WILLIAM T. DODSON BETTY J. RIFl! ~STAT~ BAYF=!.OCK MORiGAGE COR?ORAT~N
103 S. ST. JOHN'S ROAD 11380 SOUTH BRIDGE ':)M~NAY
CAMP HILL, PA 17011 ALPHAR~TT A. GA;-QJZ;<
G. PROPERTY LOCATlON: K. SonLEMENTAGENT: I. SETTLEVENT DATE:
1035. ST. JOHN'S ROAD A-1 Abstract A:J$odatell. Il'lc.
CAMPHIU. PA 1701' ~ 16. 2002
CUMBERLAND CWrrty. Pennsp.n1a PLACE OF SETTLEMENT
1800 UngleeloWn Rd. Sto '02
Hatr13burg, PA 17110.3355 ,
J. SUMMARY OF 9QRROWe CTION K. SUMMARY OF SELLER'S TP.ANs,oCTON
1DO. GROSS AMOUNT IlIJIE FROM BORROWER: 400. GROSS AMOUNT DuE TO saUR:
101. ConlTaclSaIoo Price ~1.000.00 401. ConnetSaIes PrIce I 51.000.CO
102. ~al Pr 4C2. -.. !
103. Settlement Cham. ~ ~ cu,e 1400 4,656.78 400. I
104. 404. I
10~. 405.
A~stmfmls For I~.. Paid Bv SoDer in 8dv8J1Cc nf8 For 11omS' P.id Bv$eW".in ~':lCt
106. ClM' own Taxes to 408. Cl own 'r~" b 1
H17. coUntllT~ ,2117m .. 01/01103 13.39 407. C T..... 12117102 b ')1,()~,w ! 13.3;
108. School Tax 12111'102 to 07/01103 ~7,4a 408. School i"ajl; 12117/0.2 ~ 'J7N":~ ! 457.48
109. 12/11102 to 01.1O,m 10.92 409.12117102to01J01/03 10.92
110. 4' .
111. 411.
112. 412. :
120. GROSS AMOUNT DUE F."OAlBORROWER 56,138.57 ~20. GROSS AMOUNr DUI! ro SI!LLER , 51.4lI1.79
200. AMOUNTS PAID B'Y OR IN BEHALF OF R: !OO. RaXlC110NS IN AMOUNT DUI TO SSURo
201. a~.tmonev 3000.00 1501. e:xc.ss it (see InPudk:lns\
202. PrI Amol.rlt of N8'#t L.oI!nls) 45.900.00 S02. Settfenwnt Ch.arat:& 10 SetIer Une 140Ci , 4 209.00
203. Existlnll ~($\ tEllrerl "'~ \tI: 503. . IOM.s taken ~et to I
204. 504. Pavol't of ht Mortgllge !
205. 505. P of KCOnd . ,
200. ~06.
:207. 507. osit dlsb. as . !
20B. 5OB. ,
209. , 509. !
A ForlMnu Un ~1Ior nts For llIIrru Un s.a,..
210. Ci own Taxes '" S10. CityfTOM1 Taxa 10 1
211. Coun r..... to 511. Cou T ..... ..
212. School Tax to 512. School T"" to
213. 513.
1214. 01".
215. 516.
216. ~1e.
217. 517.
21e. 51e. :
219. 519. I
220. TOTAL PAID BY#CI!. I!CRROWER 48.1100.00 520. TOT.AL REDUC7JON AMOUNT DUE SEl!.ER I 4.209,00
300. CASH AT SE1TUiM~ I'ROM1TO BORIlOWER: GOO. CASH AT SETTLE""NT OM sa..uJO:
30 1. GrOll Arnouflt Due F('(;rT\ ~ . e12O\ 51! 1311.57 6C 1. GrO$!lI Amount Dt..I@ TO SeIter Une 420 1 51451.79
302. LAss Amount Paid '" Bcm7wer no 220) ( 48.900.00 602. 1Hc R_. ou. SoIlerlUne 620) ,( 4.209.nn
303. CASH ( X FROM II 70) BORROWER 7.231.57 1103. CASH( X mJ ( FROM) sa.LER I 47.272.79
11'10 ur.~.-i hereb,~gI! I'eOeIptofa coms:*rted oopyd~~ 1&2afthis S:btemont& E/lI1yatladlmenb r~ to herein.
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Sel....
~
L. SETTLEMENT CHARGES
100. Tet ,\1. COMMISSION BaSl'd on PriC:. $ 51.000.00- lli) 7,0000 ok 3.570.00 ~.!.,(;:::;cu I ?.l.D~H""JJ
Division of Commi,;.$iOn (rinIJ TQQ "., FoIfOwS: ~.~ ~El.'.e~
701_ 3,5fQ.OO . to C,muRY 2' AT TriE ;;ELM ::>>lrl ~_~ ~LJ~;M).':'
lNi . to I -3:-,L~'-'E'tT I 'sE'iLD,.lfHT
1(3, Ccrr>mi!t!tlon P~}d. :n f.~rr'..GI"'.t . . , 3.57Q.QC'
704, TrAOuctl~n F~ 10 CENTURY 21 AT I H H=.lM I \25.001 12~.OC
800. ITEMS PAYA9LE IN CO.""CTlOI>I WITH LOAN ,
ao1, LO~ln 'nation Fee .. to i
802. Loan Discount % 10
&03. A al&efFe-e to T
804. Credit R.epor1 10 I
190.5. L<!n.d~{S h\$!)ecoon Fee to
806. Me 1iI e Ins. ArJD.t:" to !
807. M$umPhGrl Fee to :
803. I I
809. PROCESSING FEE toB -4OO.oo!
810. TAX SERVI FEe to K 1m ,AGE CO llCN ...W
811. ADMINIS1RA 110N FEE to eAYR K CORPORATION ~OIJ
1 K REView to BAYROCK MQRTGA CORPORATION ~.OO
813. CATION to AY KMOR C RAT :;:5,00
814.
615.
816.
817. I
818. I
819.
8.0. I
!IOO.ITEMS REQU1RED 9V lENllEIl TO BE PAlO IN AQVAHCE
oo.','ntere-stFf1)f1'l 1211em '" 01101103 "" S 9.7.\S900lct:lY ( 1Eidc!l)"9 %) '!593
902. !no elnsuriJTlC8Pl'RI'Tliumfof months to
903. Haurd Insurance Prlrrium for 1.0 . to FRIENDS COVE MU1UAl. .~.OO
904.
905.
1000. RESERVES DEPOSrTm ""'" I.ElfDER
1a01.Ha~dln~~ 3.000 moo". S 13.157 De( montn .$1.01
~ Insurancf """". S 25.25 Of montn
1000, ~T~~ mon'" S man'"
teeM. CouotvTal(6fJ 12.000 mon... $ 26.&< """'" 319,58
, 005- School Tax 7.000 rllOI181S @ S 59.58 per month .....00
1006. mo_ S mootn
1007. "
'OOB. ""en! menta ~ S oor mon" ~4 ,ee
11 DO. 1lT\.E CHARGES
1101. S~ntor~Fae 10
1102. Abst3ctot ntIQ Search to
1103. Ti nation 10
1104. me Il"lSlIt'anot Binder to
110$. Oocomeri "'. ralion 10
, 106. Notal"'l Fees 10 CASH '0.00
1107. Allmtey" "- to
I17CiuCms 8bow /tGnJ fU/mbl!f$,'
1108. iIlffl . 10 M A!3odatcs Inc. p - 5i>4.75
lnCk.od6s ab(M.oe ~ numbers: 1/
1109.L'Mde(~ 0Il-0A64841
111a.tJlM1.r'1. S of.OO<l.oo 04-04848011
1111. EnCJOI8ements 100.300.8.1.710 to A-1 Ab6I1Id AtsoOaes.lnc. I 200.00
1112. ""sltIgPlo_Le1ter to ilSt AMerteen Title Imunanc. Co. I :\5-0\)
,.'13. OVerrllgtn . ) '0 1 AbsIra S$OCi.a(BI.lnc. I 1~.OO
111".T&I(ReQei~ ,. 1 AbSfrld AJsociiItu, Inc. 4.00
1115.
1118.
1117,
1'1a.
1200. GOW~M!NT RECOROIHG AHD TRANSfER CHARGe.!
1211'.~"...: Oeod $ 3515C:M_ S a:l.OO: R_S 101.00
120:2. . COunty f:wStall'O$: Oeecl 51 . . 510.00
1203. S~)t TPISbIm: Rtwnue S 510.00: Me 510.00
1204.
1~.
1300. ADDrTlONAl. SETTLENeIT CHARGTiS
1301._ "
1302. Pest In on "
1303. LOAN to LANIER COlLE 110N i'62.oo
, 304. LOAN 10 FORTUNE 113-00
1305. LOAN to 9RAOENTON I 3<1.00
1400. TOTALSml.BAEMT'CKARGE'! ~onLlnn1~,SectionJ.nd.$02 SKtteftKl I .'1 ",556.78 4.209.00
~~PIQllo#...~..~~l'ICtCMcI.ClInIpIftOdl:J'l71dll5l!OeZa(lIl8fM1p3pt~~ i /
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A.-1~~,Inc.
SettIemetrt Agent
MemberslST
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 Louise Drive
P. O. Box 40
Mechanicsburg, PA 17055
1-800-283-2328 or (717) 697-1161
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
55028 -00
10/29/1979
$15,029.22
$2.36
$15,031.58
None
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
55028 -11
01/26/1982
$870.86
$.00
$870.86
None
~E ,E.-.~S 1ST~EDIT LJWION
t(Jt' f.- .
enise A. Anders
Insurance Supervisor
February 28, 2003
Estate of: BETTY JANE RIFE
Date of Death: 06103/2001
Social Security Number: 195-16-3539
EXHIBIT "211
MemberslST
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 Louise Drive
P. O. Box 40
Mechanicsburg, P A 17055
1-800-283-2328 or (717) 697-1161
February 28, 2003
Gregory R. Reed
3120 Parkview Lane
Harrisburg, PA 17111
RE: Estate of Betty Jane Rife
SSIN 195-16-3539
Dear Mr. Reed,
Enclosed is the information requested in your letter dated January 20, 2003 regarding the
accounts held with Members 1st by Betty Rife. I apologize for the delay in providing this
information. It was necessary to retrieve the file from long-term storage.
Please do not hesitate to contact me should you have any questions or require additional
information.
~t~UIY2?a
A.JuoP
Denise A. Anders
I nsurance Supervisor
-
Enclosure
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EXHIBIT 1131.1