HomeMy WebLinkAbout07-20-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 11128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WEAKLAND PEGGY LOU
825 HAMILTON STREET
CARLISLE, PA 17013
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ESTATE INFORMATION: SSN: 174-05-1353
FILE NUMBER: 2105-0647
DECEDENT NAME: MAHONEY VINCENT A
DATE OF PAYMENT: 07/20/2005
POSTMARK DATE: 07/20/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 05/03/2005
NO. CD 005596
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,234.87 ,
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,
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TOTAL AMOUNT PAID:
$3,234.87
REMARKS: PEGGY L WEAKLAND
CHECK# 2108
SEAL
INITIALS: RSK
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
Rli'.... 1$00 EX' (&-OIIl
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 05
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
NUMBER
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT,280601
HARRISBURG. PA. 17128-Q6(I1
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
MAHONEY, VINCENT A.
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DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
05/03/2005
09/27/1919
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
~ 1 Original Retum
o 4. Limited Estate
~ 6.
o
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2. Supplemental Return
RD. w,
OFF',C\AL USE: OkL.'i
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THIS RETURN MUST BE FILED IN DUPLIC,I\TE WITH THE
174-05-1353
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
3. Remainder Returl1 (date of death prior 1012-13-82)
Decedent Died Testate (Attach copy
ofWUl)
9. Litigation Proceeds Received
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
o 5. Federal Estate Tax Return Required
B. Total Number of Safe Deposit Boxes
o 11.Election to tax under Sec. 9113(A) (Allach Sch 0)
AME
,;,!Z Carl C. Risch, Esquire
~ ~ rRM NAME (If applicable)
Ii ~ Martson Deardorff Williams & Otto
ELEPHONE NUMBER
717/243-3341
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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3. Closely Held Corporation. Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash. Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly OWned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Tolal Gross Assets (tolal Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent. Mortgage Liabilities. & liens (Schedule I)
Ten East High Street
Carlisle, PAl 70 13
(1) None
(2) None
(3) None
(4) None
(5) 3,060.00
(6) 85,828.76
(7) None
(9) 13,067.98
(10) 151.27
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14_ Net Value Subject to Tax (Line 12 minus Line 13)
OFF!CiAL~ ONLY
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11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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(8)
88,888.76
(11)
13,219.25
(12)
75,669.51
(13)
(14)
75,669.51
15_ Amount of line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 75,669.51 x .045 (16)
0 16. Amount of Line 14 taxable at lineal rate
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~ 17. Amount of Line 14 taxable at sibling rate x .12
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0
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~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
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19. Tax Due (19)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
3,405.13
3,405.13
20. 0
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Copyright 2000 form software only The Lackner Group, Inc.
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Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
1000 West South Street
CITY
Carlisle
ISTATE PA
IZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,405.13
170.26
Total Credits (A + 8 + C)
(2)
170.26
3. Interest/Penalty if applicable
D. Interest
E. Penally
A. Enter the interest on the tax due.
S. Enter the total of line 5 + 5A. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 3,234.87
(SA)
(58) 3,234.87
Total Interest/Penalty (0 + E)
4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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.
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:
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; or....................................................................................... ...........................
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 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? ........................................................................................... ...........................
Yes No
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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.
preparer other than the pel"Sonal representative is based on all information of which preparer has any knoMedQe.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
p~ L. Weaklan~
DATE
SIGNAT
825 Hamilton Street
Carlisle, PA 17013
..., l'\ uS-
ATE
ERSON R
NS1BLE Fa FILING RETURN
ADDRESS
N REPRESENTATIVE
ADDRESS
DATE
Ten East High Street
Carlisle, PA 17013
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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.5. ~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%
[72 P.S. ~9116 (a) (1.1) (ii)]. 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. ~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%, except as noted in 72 P.S. ~9116
1.2)[72 P.5. ~9116 (a)(l)].
The tax rate imposed on the net value of transfers to orfor the use ofthe decedenfs siblings is 12% [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.
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DEceDENT
ESTATE OF
MAHONEY, VINCENT A.
I FilE NUMBER
21- 05-
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
NUMBER
I United Healthcare, refund of premium
DESCRIPTION
VALUE AT DATE OF
DEATH
552.00
2
Proceeds of sale of personal property
2,508.00
TOTAL (Also enter on line 5, Recapitulation)
3,060.00
.
SCHEDULE F
JOINTLY -OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MAHONEY, VINCENT A.
I FILE NUMBER
21 - 05-
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A Peggy L. Weakland
ADDRESS
RELATIONSHIP TO DECEDENT
825 Hamilton Street
Carlisle, PA 17013
Daughter
JOINTLY OWNED PROPERTY,
LETTER DATE IL DESCRIPTION OF PROPERTY DATE OF DEATH %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number DECD'S VALUE OF
NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST
estate.
I A 01/24/1997 Real estate situate at 829 Hamilton Street, Carlisle, 119,840.00 50% 59,920.00
P A, Parcel #06-19-1641-218, value per assessment
2 A prior to 332.780 shares Aftac Incorporated @ 40.228 13,387.07 50% 6,693.54
2003'
3 A prior to Members I st Checking #50280-11 14,032.02 500/, 7,016.01
7/2003 '
4 A prior to Members 1st Saviogs #50280-00 8,839.98 50% 4,419.99
7/2003'
5 A prior to Members 1st Money Management #50280-05 15,558.43 50% 7,779.22
7/2003 '
6 'see statements attached for dates evidenciog joiot
ownership
TOTAL (Also enter on line 6, Recapitulation) 85,828.76
*'
SCHEDULEH
RJNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MAHONEY, VINCENT A.
I FILE NUMBER
21- 05-
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
I Ewing Brothers Funeral Home, Carlisle, P A 8,649.25
2 Fnneral Reception 620.12
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s}:
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Martson Deardorff Williams & Otto (estimated) 3,200.00
3. Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax: Return Preparer's Fees
7. Other Administrative Costs
I [Note: All expenses in excess of estate assets were paid from joint accounts]
2 Register of Wills, filing fee, inheritance tax return 15.00
Total of Continuation Schedule(s) 583.61
TOTAL (Also enter on line 9, Recapitulation) 13,067.98
.
SchecUe H
Funeral Expenses &
Aminib'bdlille Cosls continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MAHONEY, VINCENT A.
I FILE NUMBER
21-05 -
3
Sarah Bowers. assistance with funeral and cleanup
270.00
4
Paper shredder and trash removal
113.61
5
Reserved for miscellaneous expenses and fees
200.00
Page 2 of Schedule H
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MAHONEY, VINCENT A.
I FILE NUMBER
2] - 05-
Include unreirnbursed medical expenses.
ITEM
NUMBER
I
DESCRIPTION
AMOUNT
(Note: Expenses in excess of estate assets were paid from joint funds]
2
Outstandiog checks io Members ] st Checking
39.87
3
Shipley Oil, account payable
95.22
4
Carlisle Borough, account payable
]6.]8
TOTAL (Also enter on Line 10, Recapitulation)
]51.27
.REV-1513 EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MAHONEY, VINCENT A.
I FILE NUMBER
21- 05-
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY _DECEDENT OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
I Peggy L. Weakland Daughter All joint property and
825 Hamilton Street residue after payment
Carlisle, PA 17013 of estate expenses
Enter dollar amounts for distributions shown above on lines 15 through 18. as appropriate. on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART" - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Page 1 of I
Detailed Results for Parcel 06- 19- I 64 I -2 I 8. in the 2004 Tax Assessment Database
DistrictNo 6
Parcel ID 06-19-1641-218.
Ma pS uffix
HouseNo 829
Direction
Street HAMILTON STREET
Owner! MAHONEY, VINCENT A
Owner2 & PEGGY LOU WEAKLAND
PropType R
PropDesc
Liv Area 1498
CurLandVal 30020
CurImpVal 89820
CurTotVal 119840
CurPrefVal
Acreage 0.26
CIGrnStat
TaxEx 1
SaleAmt I
SaleMo I
SaleDa 24
SaleCe 19
SaleYr 97
DeedBkPage 00152-00596
YearBlt 1961
HF File Date I 1/8/2004
HI'" Approval Status A
SCH. f, I1-eM I
http://taxdb.ccpa.netJdetails.asp?id=06- I 9-1641-218.&dbselect= 1
5/10/700<;
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AFLAC Incorporated
AFL Stock Plan Statement
s
(PAY TO: AFL stOCK PLAN)
MIN. $50 U S IlOl.LARS
Account Number 4000003532
Partial WIthdrawal Continue dividend reinvesllnent
Issue CertifICate
whole shares
Sell
wI10Ie shares
'",11""111"""11,.11",.11,1,',,,1,1,1,,1,,1,11,1,,,',1,1
VINCENT A MAHONEY
& PEGGY LOU WEAKLAND JTWRS
829 HAMIL TON ST
CARLISLE pA 17013-1524
Full WIthdrawal T ennInate dividend reinves!ment,
bank draft, and deductions
o Issue cerlificele for wI10Ie shares end sell fraction
o Sell all'plan shares
Slgnalure(s) All registered owners mIIst sign
Addr.... deduction change or shaN transfer
MaJl< boX and complete other side at form 0
~L.:~-;~~:.___~~;~~:.': , =:~iL~.~," - ":- '-~ ~ L _ ..~_.. - ._.,.-~~.. .':
AFLAC INCORPORATED DETACH UPPER STUB
AFL STOCK PLAN
Worldwide Headquarters
1932 Wynnton Road
Columbus. Georgia 31999
1-800-2~s..~7
1-706-59&'3488 FAX
www.af1ac.com-
Certific:al8dlllock Sfries
0.000
;
~5::,.;:.:_:,'_"h
Account Number 4000003532 ------~-
Record Dele
02/18/2005
YTD Groos Dividends
S311.50
SO.OO
Payment Dele
03/01/2005
YTD Tax Withheld
Statement Dele
03/0212005
YTD Cash Conlribullons
Transection Dele
CerlilJceled/Bock & Plan Shares
Dividend Rate
SO. 110000000
Amount In_tild.
332.780
Total MaI1<el Value'::
DMdend Received tax wlihh.ikI
S36.50 SO.OO
. Price Per Share Shares Acquired! WilhdralMl
SO.OO
12 668.934
k8l~~ted
$3&;0
Total Shares Held in Plan
331,829
332.780
03/0112005
S36.50
38.3800
0.951
.,
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SEE REVERSE SIDE FOR ADDITIONAl INFORMATION
11"1111111111111"111111111111'"11111111111111111111111111
AFLAC Incorporated
AFL Stock Plan Statement
$
(PAY TO: AFL STOCK PLAN)
MIN. $50 U S DOLLARS
Account Number 4000003532
Partial Withdrawal Continue dividend reinvestment
Issue Certificate
whoJe shares
Sell
whole shares
'",111."'1',",..11"1',,,,11,',1.,,1,',1.,1.,','1,1,,,',I,'
VINCENT A MAHONEY
& PEGGY LOU WEAKLAND JTWRS
829 HAMIL TON ST
CARLISLE PA 17013-1524
Full Withdrawal .Terminate dividend reinvestment,
bank draft, and deductions
o Issue certificate for whole shares and sell fraction
Q Sell all plan shares
Signature(s) All registered owners must sign
Address, deduction.change or share transfer
Mark box and complete other side of form Q
---..---..............-.....-...------------------------.....------.,.----------------.---------------------------------------------------------------...-----------------
AFLAC INCORPORATED DETACH UPPER STUB Account Number 4000003532
AFL STOCK PLAN
Worldwide Headquarters
1932 Wynnton Road
Columbus, Georgia 31999
1-800-235-2667
1-706-596-3488 FAX
www aflac com
Record Date
11/13/2003
YTD Gross Dividends
S98.06
Payment Date
12/01/2003
YTD Tax Withheld
SO.OO
Statement Date
12/02/2003
YTD Cash Conbibutions
SO.OO
Certificated/Book & Plan Shares
328.678
Total Market Value
$11 986 886
Certificated/Book Srn.-es I Shares Held in Plan OMdend Rate DMdend Received I Tax Withheld Net DMdend Reinvested
0.000 I 328.678 $0.080000000 $26.24 I SO.OO S26.24
Transaction Date Transaction Type Amount Invested Price Per Share Shares Acquired! Withdrawn Total Shares Held in Plan
BALANCE FORWARD 325.713
03/03/2003 PLAN DIST S22.80 31.3500 0.727 326.440
06/02/2003 PLAN DIST S22.85 32.8479 0.696 327.136
09/02/2003 PLAN DI8T S26.17 31.9260 0.820 327.956
12/0112003 PLAN DIST S26.24 36.3443 0.722 328.678
.
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SEE REVERSE SIDE FOR AODITIONAL INFORMATION
st
Statement of Accounts
Send Inquires to:
5000 Louise Drjve
PO Box 40
Mechanicsburg, PA 17055
www.members1st.org
Main Switchboard: (717) 697-1161 or (BOO) 283-2328
EZ Call: (ll?) 697-4372 or (aDO) 283-4372
TOO: (717) 697-5312 or (800) 283-2328 ext. 5312
TeleBranch: (717) 795-6049 or (BOO) 237-7288
May 01, 2005 thru May 31, 2005
Account Number:
50280
MEMBERS lit
FEDERALCREDlT UNION
Account Balances at a
Checking:
Savings:
Certificates:
Loans:
Money Management:
Glance:
9,303.73
3,345.24
0.00
0.00
15,573.16
6169 1 AV 0.278 12337-6169
',.,111,..111.",,,11,,11,.,,/1,1,1,,,',1.1,,1..1,',1,1,1,1,,1
VINCENT A MAHONEY
cia PEGGY L WEAKLAND
825 HAMILTON ST
CARLISLE PA 17013-1524
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Page:
1 of 2
Join the Click. Our Web site may surpise you. See the enclosed insert for
more information.
CHECKING ACCOUNTS
11 - CHECKING
Additions Subtractions Balance
12.503.61
1,847.57 14,351.18
277.20 14.628.38
596.64- 14,031.1!I.
38.00- 13,993.74
16.18- 13,977.56
86.12- 13,891.44
Transaction DescriDlion
Balance Forward
Joint Owner: PEGGY L WEAKLAND
Deposit Transfer From Share 00
Deposit Transfer From Share 00
Check 006886 Tracer 0503020010
Withdrawal ACH AARP HEALTH CARE
TYPE: PREMIUM 10:.1526069387
Check 006887 Tracer 0505014251 .
Check 006889 Tracer 0262513907.
Point of Purchase Check - NEI:;LS SPRING"RO)>.-"'.'
Terminal City & State - CARLPA
TYPE: EFT 10: 9018021669
DATA: TELECHK 600-697-9263,i,
Check 006890 Tracer 0511000629
Check 006892 Tracer 0511100197
Check 006891 Tracer 0511000628.
Check 006888 Tracer 0512003616
Deposit Transfer From Share 00
Check 006893 Tracer 0268944043.. .
Point of Purchase Check - NELLS SPRING ROA
Terminal City & State - CARt PA
TYPE: EFT 10: 9018Q2~>
DATA: TELECHK 800:~-~2
May 25 Check 006895 Tracer 052SDOe64(J
May 26 Check 006894 Tracer 05280\"jgail.
May 31 Deposit Dividend 0.250% -
Annual Percentage Yield Earned 0.250% from utJ/01/2OO5 fhrough 05/31/2005
Based on Avemge Daily Balance of 13,396.59
May 31 Ending Balance
Date
May 01
May 02
May 03
May 03
May 05
May 05
May 10
';;
150.00-
270.00-
384.00-
23.69-
13,741.44
13.471.44
13,087.44
13,063.75
18,063.75
17,988.75
May 11
May 11
May 11
May 12
May 21
May 24
5,000.00
75.00-
38.61-
- 8.649.25-
17,950.14
9.300.89
9,303.73
2.84
9,303.73
ScH ;: , :r:~ 3-. ,'; (I) 4 )
~1~
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CHECK SUMMARY
o
~
~-
-
:
-
~=
=
0-
o
Check #
006886 ,/
006887 t':
006888 I'
006689 /
006890
Amount Date
596.84 May 03
16.18 May 05
23.69 May 12
86.12 May 10
150.00 May 11
10 Checks Cleared for 10,289.49
12338-6169
May 01. 2005 lhru May 3'
Account Number:
Page: 2
Check #
006891 V
006892 V
006893 -::;
006894
006895/
Amount
384.00
270.00
75.00
8.649.25
38.61
o
May
May
May
May
May
Dale
May 05
Date
WITHDRAWALS AND OTHER CHARGES
DescriDtion
Amount DescriDtion
38.00 Withdrawal ACH
DEPOSITS AND OTHER CREDITS
Date
May..02 .
May 03
Amount DescriDtion
1,847.57 Deposit TraASfer ....mn......._._
277.20 Deposit Transfer
4 Deposits and Olller Credits for 7, 127.61
Date
"May"2'I
May 31
Amount
Amount
5:000.00
2.84
DescriDtion
'Deposit Trans fer
Deposit Dividend
SAVINGS ACCOUNTS
00 - REGULAR SAVINGS
Date
.-1Iay 01
Transaction DescriDtion
Joint Owner; PEGGY L WEAKLAND
DepOSit L ERV
10: '3121736156
Withdrawal Transfer To Share 05
Withdrawal Transfer To Share 11
Deposit ACH sac SEC
10; 3031036030
Withdrawal Transfer To Share 11
Withdrawal Transfer To Share 11
Withdrawal Transfer
To WEAKLAND,PEGGY L XXXXXXXXXX Share 11
May 31 Deposit Dividend 1.000%
Annual Percentage Yield Eamed 1. ~ from 05/01/2005 through 05/31/2005
May 31 Ending Balance
05 - MONEY MANAGEMENT
May 02
May 02
May 02
May 03
May 03
May 21
May 21
Transaction DescriDtion
Balance Forward
Joint Owner: PEGGY L WEAKLAND
May 02 Deposit Transfef From Share 00
May 31 Deposit Dividend Tiered Rate
Annual Percentage Yield Eamed 1.25O}f, from 05i01/2005through 05/31/2005
May 31 Ending Balance
Date
May 01
Additions Subtractions Bali
8,B3!
2.347.57 11,181
500.00- 10,68E
1,847.57- 8,83!
277.20 9.11E
277.20- 8.83ll
5,000.00- 3.839
500.00- 3,339
5.85 3.345
3,345
Additions
Subtractions
BaIa,
15,0!i6.
15,556.
15,573.
15,573.
500.00
16.37
YTD SUMMARIES
TOTAL DIVIDENDS PAID
00 REGULAR SAVINGS
05 MONEY MANAGEMENT
11 CHECKING
34.84
74.51
14.23
Total Year To Date Dividends Paid
NOTE: Total includes closed shares
.- :> ~
~ - j-~
(2. /4)
123.56
~fc
Send Inquires to:
5000 Louise Drive
PO Box 40
Mechanicsburg, PA 17055
www.members1st.org
Member's
Statement
of Account
Account Number From TO Page
50280 07-01-03 07-31-03 1 of 2
MEMBERS 1st
FEDERAL CREDIT UNION
Main Switchboard: (717) 697-1161 or (800) 283-2328
Call-24: (717) 697-4372 or (BOO) 283-4372
TOO: (717) 697-5312 or (BOO) 283-2328 ext 5312
TeJeBranch: (ll?) 795-6049 or (BOO) 237-7288
WOULD YOU TALK ABOUT US FOR
$5.007 SEE THE ENCLOSED
INSERT FOR MORE INFORMATION.
'",11/",1/1"""11"/1",,11,/,1,,,/,1,1,,/,,1,'1,/,,,1,1,/
VINCENT A MAHONEY
829 HAMILTON ST
CARLISLE PA 17013-1524
1-4119
TRANS Eff.
"DATE- ,DATE
TRANSACTION DESCRIPTION
SUFFIX:OO SAVINGS
J70103 PAYROLL DEDUCTION
US TREASURY 312 -
70103 PAYROLL DEDUCTION
US TREASURY 312 -
b70303 PAYROLL DEDUCTION
US TREASURY 303 -
070303 PAYROLL DEDUCTION
US TREASURY 303 -
73103 DIVIDEND
JOINT OWNERS:
- CIVIL SERV
- CIVIL SERV
- SOC SEC
- SOC SEC
AMOUNTaA/..ANCE
2424.36
4663.87
2424.36
2701.56
2424.36
2426.91
2239.51
-2239.51
277.20
-277.20
2.55
PEGGY L WEAKLAND
Y-T-D DIVIDENDS:
TRUTH IN SAVINGS INFORMATION
PERCENTAGE YIELD / 1.25%
PERCENTAGE YIELD EARNED / 1.25%
20.39
ANNUAL
ANNUAL
----------~------------------------------------------------------
SUFFIX:OS INVESTMENT SVGS!HHA
070103 PAYROLL ALLOCATION FROM 50280-00
US TREASURY 312 - - CIVIL SERV
70203 SHARE WITHDRAWAL
70803 SHARE WITHDRAWAL
73103 DIVIDEND
JOINT OWNERS:
500.00
-300.00
-100.00
17.16
15903.79
16403.79
16103.79
16003.79
16020.95
PEGGY L WEAKLAND
"Y-T-D DIVIDENDSi
145.44
TRUTH IN SAVINGS I~FoRMATloN
ANNUAL PERCENTAGE YIELD / 1.27%
ANNUAL PERCENTAGE YIELD EARNED / 1.27%
----------~----------------------------~~-----------~------------ ------------ ---
SUFFIX:ll CHECKING
BEGINNING BALANCE 1852.61
DEPoS I TS 2017.99
DRAFTS 1526.61 TOTAL NUMBER DRAF
DEBITS/FEES 920.84
MAINT/SERVICE CHGS .00 YOUR AVG DAILY BA
ENDING BALANCE 1423.15 YOUR LOW MONTH BA
70103
b70203
070303
070303
PAYROLL ALLOCATION
US TREASURY 312 -
ACH TRANSACTION
STATE FARM Ro 13 -
PAYROLL ALLOCATION
US TREASURY 303 -
ACH TRANSACTION
COLONIAL PENNCPL -
FROM 50280-00
- CIVIL SERV
REG-E TRANSACTION
- INSURANCE
FROM 50280-00
- SOC SEC
REG-E TRANSACTION
-.INS.~REM.
;:: - 3'-5 (3/<1-)
S CLEARED 8
ANCE WAS 3006.46
ANCE WAS 1423.15
1739.51 3592.12
-62.70 3529.42
277.20 3806.62
-]3.90 3792.72
fV1st
MEMBERS 1"
1I.....'''''D'tI...ON
14120
SEND ALL INQUIRES TO THE CREDIT UNION AT THE ADDRESS SHOWN ON PAGE # 1
TRANSACTION DESCRIPTION
50280 07-01-03 07-31-03 2 ~ 2
TRANS ~FF,
DAT~ DAT~
070703 ACH TRANSACTION
AARP HEALTH CARE -
070703 ACH TRANSACTION
AARPllFE INS.
0708 070703 SHARE DRAFT # 6533
071103 ACH TRANSACTION
PEOPLES BENEFIT -
071503 SHARE WITHDRAWAL
071603 ACH TRANSACTION
COLONIAL PENNCPl -
071803 ACH TRANSACTION
AARP 1I FE INS. -
0722 072103 SHARE DRAFT ~ 6535
0722 072103 SHARE DRAFT 6534
0725 072403 SHARE DRAFT 6536
072803 SHARE WITHDRAWAL
072903 ACH TRANSACTION
AARP 1I FE INS.
0730 072903 SHARE DRAFT #
0730 072903 SHARE DRAFT #
073103 SHARE DRAFT #
073103 SHARE DRAFT #
073103 DIVIDEND
REG E
REG-E
TRANSACTION
- PREMIUM
TRANSACTION
- INSURANCE
0707025962
REG-E TRANSACTION
- INSURANCE
REG-E
REG-E
TRANSACTION
- INS. PREM.
TRANSACTION
- INSURANCE
0721007436
0721026956
0724020307
REG-E
TRANSACTION
- INSURANCE
0729020506
0729005523
073 1002716
0731016623
6540
6539
6537
6543
AMOUNT
-58.00
-51.88
-15.08
-17 .32
-300.00
- 13 . 90
-47.40
-283.00
-885.00
-16.40
-300.00
-75.74
-25.00
-77 .07
-64.61
-160.45
1. 28
* * * **1>'<* * * * * * * * * '1: * * * '!: * ~" * * * * * * * * * * * * * * * * *
NO. AMOUNT NO. AMOUNT NO. AMOUNT NO.
65{~ 15.08 6535 283.00 6537 64.61 6540
653 885.00 6536 16.40 *6539 77.07 1'6543
TOTAL:
JOINT OWNERS: PEGGY l WEAKLAND
Y-T-O DIVIDENDS: 12.42
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD / .50%
ANNUAL PERCENTAGE YIELD EARNED / .50%
__n ______
------------------------------------------------------
FOR 2003
I RA YTD
DIVIDENDS
.00
* OTHER YTD
DIVIDENDS
178.25
* TOTAL YTD
DIVIDENDS
178.25
* TOT l YTD
WITH OlDING
*
r - 35 (J../)Jf.)
E1ALANCE
3754.72
3702.84
3687.76 .
3670.44'
3370.44.
3356.54.
-
3309.14
3026.14
2141.14
2124.74
1824.74
1749.00
1724.00
1646.93
1582.32
1421.87
1423.15
* * * *
AMOUNT
25.00
160.45
1526.61
* TOT l YTD *
FOR EITURES
.00
.00
LAW OFFIC":S
L.lAM F. MARTSON. P. C.
LAST WILL AND TESTAMENT
I, VINCENT A. MAHONEY, of the Borough of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish
and declare this to be my Last Will and Testament hereby revoking any and all Larmer
Wills or Codicils by me made.
I. I direct that all my just debts, funeral expenses, testamentary expenses and
all inheritance taxes shall be paid from my residuary estate as soon as practicable
after my decease and as part of the administration of my estate.
2. I give, devise and bequeath all of my estate, both real and personal
property, absolutely to my daughter, PEGGY LOU WEAKLAND.
3. In the event my said daughter shall predecease or fail to survive me, then I
give all my estate to the children of my daughter, PEGGY LOU WEAKLAND, in equal
shares if she has more than one child. Provided, however, that said property shall be
held in trust for them until each child shall reach the age of twenty-one (21) years in
accordance with paragraph 4.
4. (a) I direct that my Trustee shall hold, invest and reinvest the same,
collect the income arising therefrom, and after paying all expenses incident to the
management of the trust, to use and apply as much of the income and principal as may
be necessary in the sole discretion of my Trustee, in equal shares, for the support,
well-being and education of the children of my daughter, PEGGY LOU WEAKLAND. I
direct that the income arising from said trust shall be payable in equal shares directly
to said children as they attain the age of eighteen (I8) years and that my Trustee shall
not use said property for frivolous or luxurious items for said children.
(b) I direct that each of said children shall have the right of withdrawal of the
principal of his or her share in the following manner: The remainder of said share as
-1-
"---
LAW OFFICES
L.1AM F. MARTSON. p, C.
each attains the age of twenty-one (21) years. In the event any of said children shall
fail to attain the age for distribution of any part of their share and shall be survived by
issue, then his Of' ht;;l' ::)Iltiti2 :::tllall be helJ by ni.y Ti:llstcc f8r s,stid Insue 0.~d di?trihutp.rl to
them as each shall attain the age of twenty (20) years. The share or undistributed
share of any of said children who shall not be survived by issue shall be distributed by
my said Trustee equally to said remaining children in accordance with the terms
hereof.
(c) Prior to the distribution of the principal of any such share, my said Trustee
shall have the sole discretion to invade the principal of said share for the support,
maintenance and education of such children or issue of such deceased child, regardless
of age.
(d) To the extent that the same is permitted by law, none of the beneficiaries
hereunder shall have any power to dispose of or to charge by way of anticipation any
interest given to such beneficiary; and all sums payable to such beneficiaries
hereunder shall be free and clear of the debts, contracts, alienations and anticipations
of the beneficiaries, and all liabilities for levies and attachments and proceedings of
whatsoever kind, at law or in equity.
5. I hereby appoint PEGGY LOU WEAKLAND as Executrix of my estate. In
the event she shall be unable or unwilling to act in such capacity, then I appoint
SCOTT WEAKLAND as Executor.
6. I hereby appoint SCOTT WEAKLAND as Trustee under the terms of this my
I
I
I
I
I
,
,
Last Will and Testament.
7. I direct that neither my Executrix or Executor nor my Trustee shan be
required to file a bond to secure the faithful performance of their duties.
8. I authorize my Executrix or Executor and Trustee, in their sole and
absolute discretion, to purchase or otherwise acquire and retain any investments of
-2-
which I die seized or any real or personal property of any nature; to sell, lease, pledge,
mortgage, transfer, exchange, dispose of or grant options in regard to any or all
pfOp2i'Ol:Y cf iii"iY ki:f!.d .f0i'llllng' 8. part of 1T.Y 2stats fcr such terr::s e.nd such pri~e.'::; as
they may deem advisable; to borrow money for any purposes connected with the
protection and preservation of my estate; to mortgage or pledge any real or personal
property forming a part of my estate; to compromise any claims or demands of any
estate against others or of others against my estate; to make distribution in kind and
to cause any share to be composed of cash, property or undivided fractional shares in
property different in kind from any other share; and to execute and deliver such
instruments as may be necessary to carry out any of these powers.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this l'i ii, day
l"'i,
of \j
,) .c', , 1982.
""'''
Vincent A. Mahoney
(SEAL)
SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testator,
as and for his Last Will and Testament, in the presence of us, who at his request have
hereunto subscribed our names as witnesses thereto, in the presence of said Testator
and of each other.
\~ \"
\. ._n".,'..
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....-.' i . )<'.' " '\
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f' c,
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ij"<"'~''''''''-I~~~'~' ;r('
LAW OFFICES
_lAM F. MARTSON. P. C.
-3-
Li1.W OFFICi::S
_lAM F. MART50N. P. C.
COlVIMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS.
I, Vincent A. M9.honey, Testator, whose name is signed to the attached or
f0r'eg'oing instrument" hRving been duly gU8Jifie(~g:cc0rding to Ip,lJ>T; do .hErehv
acknowledge that I signed and executed the instrument as my Last Win; that I signed it
willingly; and that I signed it as my free and voluntary act for the purposes therein
expressed.
tt~n,~~c~n~:'::r
Sworn or affi~med to and acknowledged before me by Vincent A. Mahoney,
Testator, this lift-!J day of Ocrol!>':,-/!.... ' 19~2. " (,
L \ '. '.-1- \
.t.l'-tX.L~~~'-_ ~ , 4<2.",1'
Notary Public AM EARP ,~- 'p' b'll
WILLI L. , '~'~'Y u c
CarfisleJ Cumberland eo:, PA
My Commission Expires Aug. 13, 1984
the
)
)
--L-\.i.... V ('lITOJI[ <i;u "bANI(;L k. DEh~{)OP,H
We", ','.. '"\
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 the
Testator sign and execute the instrument as his Last Will; that the Testator signed
willingly and that the Testator executed it as his free and voluntary act for the
purposes therein expressed; that each of us, in the hearing and sight of the Testator,
signed the Will as witnesses; and that to the best of our knowledge the Testator was at
that time 18 or more years of age, of sound mind and, under no constraint or undue
influence. ':,,' \ ,>{ (
"". \. [.~~\
._.->>..\)< \ \.0 \}..kll.F...........
Address 10 'z:. M-t' \,.,(-, St,
L',,-,~~ ,'1 tit __ j ,013
{ " r:\
" > \ -.'
\1 kn " ' \ /,.-
'Oz..k.: ';t.
Cd.- ..Lc... IL i\-,< _ \ -, D'11
.
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
Sworn or affirmed to and subscribed before me this \'\~
DcTD6CR., ,1982.
day of
i
C
......; "
J L,l.tL ~"L. f'
~ \.J"
. l--L- 'Xl ,. ..~_
Notary Public
WILLlM\ L. EARP, Nbto'Y Public
CarlisleJ Cumberlond Co., PA
My Commission Expires Aug. 13, 1984
-4-
II