HomeMy WebLinkAbout07-19-06 (2)
EV-1500 EX 16-0n~
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
2 1 -0 6
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Mar aret E Garver
DATE OF DEATH (~,~M-DD-YEAR)
REV-1500
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
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NUMBER
DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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bJ 1. Original Return
D 4. Limited Estate
[1J 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy 01 Trust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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FIRM NAME (If Applicable)
TELEPHONE NUMBER
717 763-8133
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
COMPLETE MAILING ADDRESS
900 Market street
Lemoyne PA 17043
(1)
(2) $276,097.00
(3)
(4)
(5)
(6) $3,958.30
(7) $S1fi,?1fi O?
(8) $ 8 1 6 , 2 7 1 . 3 2
(9) $10,174 n/.
(10)
(11) $1 0 , 374.62
(12) $ 805 , 896 . 70
(13)
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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14) $ 8 0 5 . 896 . 70
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1 .2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. D
x .0 _ (15)
$ROC:;,RQfi,70
x .O.AS (16) $ 1 fi , ? h c:; , ~ c:;
x .12 (17)
x .15 (18)
(19) $36,265.35
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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Decedent's Complete Address:
STREET ADDRESS
1 Devonshir
CITY .
Mechanlcsburg
STATE
PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) $36,265.35
$1.811')7
Total Credits ( A + B + C )
(2) $ 1 , 8 1 3 . 2 7
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 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 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) $ 34, 552 . 08
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $ 34 . 552 _ 08
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
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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.
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; or............................................................................ ................................ .......... 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? ......... . 0
4. Did decedent own an Individual Retirement Account, annuity. or other non-probate property which
contains a beneficiary designation? ...... .................................................................................... ............................
No
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Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the IJest of my knowledge and belief. it is true, correct and complete.
Declaration of preparer ther than the p anal representative is based on all information of which preparer has any knowledge.
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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.S. S9116 (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. S9116 (a) (1.1) (ii)
The statute does not exemDt 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
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 paren
or a stepparent of the child is 0% [72 P.S. s9116(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. S9116(1.2) [72 P.S. s9116(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. S9116(a)(1.3)]. A sibling is defined, under Section 9102, as al
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV.l503 EX + (1-97),
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marqaret E. Garver
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
FilE NUMBER
21-06-0399
DESCRIPTION
Wacovia Securities - Account Number 3608-0360
VALUE AT DATE
OF DEATH
$276,097.00
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TOTAL (Also enter on line 2, Recapitulation) $ 2 76, 097 . 00
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX + (1-97).
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Margaret E Garver
21-06-0399
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
ADDRESS
RELATIONSHIP TO DECEDENT
A.
Ray Garver
406 Deanhurst Ave Camp Hill PA 17011
son
B.
c.
JOINTLY -OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A.
PNC Bank checking Acct No 5140022749 $7,916.61 50% $3,958.30
TOTAL (Also enter on line 6, Recapitulation) $ 1 qc;R 10
(If more space is needed, insert additional sheets of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
Marqaret E Garver
FilE NUMBER
7.1-0fi-01gg
ESTATE OF
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
ATTACH A COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPLICABLE)
NUMBER
1. Ameriprise Financial Annuity $217,780.18 100% ~217,780.1~
Account No. 0930 0198 8567 0 004
Beneficiary-Tracy Katshir (granddaugh er)
2 Ameriprise Financial Annuity $58,970.48 100% $58,970.4
Account No. 0930 0198 8671 2 004
Beneficiary-Robert Moyer (grandson)
3 Ameriprise Financial Annuity $58,970.48 100% $58,970.4
Account No. 0930 0198 8574 6 004
Beneficiary-Daniel Moyer ( grea tgrandsc n)
4 Ameriprise Financial Annuity $58,970.48 100% $58,970.4
Account No. 0930 0198 8576 1 004
Beneficiary-Lori Jean Moyer (great grc nddaughter)
5 Ameriprise Financial Annuity $28,304.88 100% $28,304.8
Account No. 0930 0198 8578 7 004
Beneficiary-Gail Kreitzer ( granddaugh1 er)
6 Ameriprise Financial Annuity $28,304.88 100% $28,304.8
Account No. 0930 0198 8580 3 004
Beneficiary-Margaret Kreitzer ( granddc ughter)
7 Amerprise Financial Annuity $28,304.88 100% $28,304.8
Account No. 0930 0198 8582 9 004
Beneficiary-Alan Kreitzer (grandson)
8 Ameriprise Financial Annuity $28,304.88 100% $28,304.8
Account No. 0930 0198 8586 0 004
Beneficiary-Elizabeth Kreitzer ( grandc aughter)
9 Ameriprise Financial Annuity $28,304.88 100% $28,304.8
Account No. 0930 0198 8595 1 004
Beneficiary-Kim Murphy (granddaughter)
TOTAL (Also enter on line 7, Recapitulation) $ 536,216.02
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(If more space is needed, insert additional sheets of the same size)
REV-1511EX+ (1-97) .
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21-06-0399
Margaret E Garver
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Myers Funeral Homes, Inc
$9,550.50
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
B.
City
State
Zip
Year(s) Commission Paid:
2.
3.
AttomeyFees Gregory J Katshir, Esq. ($0.00)
Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills
$665.00
5.
Accountant's Fees
6,
Tax Return Preparer's Fees
7.
Patriot News - advertising
$84.12
8
Cumberland Law Journal - advertising
$75.00
TOTAL (Also enter on line 9, Recapitulation) $1 0, 374 . 62
(If more space IS needed, Insert additional sheets of the same size)
SCHEDULE J
BENEFICIARIES
ESTATE OF MARGARET E GARVER
FILE NUMBER 21-06-0399
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
1. Tracy K. Katshir Granddaughter
3 Mandy Court Camp Hill P A 17011
1/3 share minus $50,000 and named beneficiary of annuity
2. Robert Moyer
121 Overview Drive Hummelstown PA 17036
1/9 share and named beneficiary of annuity
Grandson
3. Dan Moyer
116 Brownstone Hummelstown P A 17036
1/9 share
Great Grandson
4. Lori Jean Moyer Great Granddaughter
c/o Denali Princess P.O. Box 420 Healy Alaska 99743
1/9 share
5. Gail Kreitzer Granddaughter
184 Ridge Trail Road Mechanicsburg P A 17050
1/15 share and named beneficiary of annuity
6. Alan Kreitzer Grandson
9 Northwatch Lane Mechanicsburg P A 17050
1/15 share and named beneficiary of annuity
7. Kim Murphy Granddaughter
219 Millers Gap Road Enola P A 17025
1/15 share and named beneficiary of annuity
8 Margaret Kreitzer Granddaughter
5324 41st Street NW Washington DC 20015
1/15 share and named beneficiary of annuity
9 Elizabeth Kreitzer Granddaughter
P.O. Box 880296 San Diego CA 92168-0296
1/15 share and named beneficiary of annuity
10. Robert Barr
181 Konhaus Road Mechanicsburg P A 17055
$25,000 from 1/3 share of Tracy Katshir
11. Richard Barr
47 Windsor Way Camp Hill PA 17011
$25,000 from 1/3 share of Tracy Katshir
12. Ray Garver
406 Deanhurst Avenue Camp Hill PAl 7011
decedent's share of joint checking account
Step grandson
Step grandson
son
I
LAST WILL AND TESTAMENT OF
MARGARET E. GARVER
I, MARGARET E. GARVER, a resident of Silver Spring
Township, Cumberland County, Pennsylvania, being of sound mind
and memory, do make, publish, and declare this my last will and
testament, hereby revoking and declaring null and void any and
all wills and codicils made by me at any time heretofore made.
FIRST: I direct my Executor hereinafter named to pay my
legal debts, the expenses of my last illness, my funeral expenses
and the administration expenses of my estate.
SECOND: I give, devise and bequeath to my son, RAY
GARVER, Jr., my oil painting of my deceased husband and his
father, RAY GARVER, Sr., absolutely and forever.
THIRD: I give, devise and bequeath to my granddaughter,
KIMBERLY J. MURPHY, my piano, absolutely and forever.
FOURTH: All the rest, residue and remainder of my estate,
real, personal and mixed, of any kind or nature, including any
and all powers of appointment, wheresoever situate, I give,
devise and bequeath as follows:
A. One-third (lj3rd) thereof to be divided in equal
shares among the children of my daughter, BETTY G.
KREITZER; namely, MARGARET K. GREINER, ELIZABETH
A. KREITZER, ALAN G. KREITZER, GAIL S. KREITZER
and KIMBERLY J. MURPHY. If a grandchild is not
then living, his or her share shall be distributed
to his or her issue per stirpes. If a grandchild
predeceases me without issue then living, his or
share shall be divided equally among the above
named children of BETTY G. KREITZER, or their
issue per stirpes.
B. One-third (lj3rd) thereof to be divided in equal
shares among the son and grandchildren of my
daughter JEAN G. MOYER, namely; my grandson,
ROBERT A. MOYER, my great-granddaughter LORI J.
MOYER, and my great-grandson DANIEL J. MOYER. If
any of the three (3) above mentioned individuals
is not then living at the time of my death, his or
her share shall be distributed to his or her issue
per stirpes. If any of the three (3) above
mentioned individuals predeceases me without issue
then living, his or her share shall be divided
equally among the above named issue of Jean G.
Moyer, or their issue per stirpes.
C. One-third (lj3rd) as follows:
(1) The sum of $25,000.00 to RICHARD A. BARR,
stepson of my son RAY GARVER, Jr.
(2) The sum of $25,000.00 to ROBERT C. BARR,
stepson of my son RAY GARVER, Jr.
(3) The remainder thereof to my granddaughter TRACY
K. KATSHIR or if she predeceases me to her
issue per stirpes. If TRACY K. KATSHIR
predeceases me without surviving issue, this
one-third (lj3rd) of my estate shall be divided
equally among RICHARD A. BARR, ROBERT C. BARR
and GREGORY J. KATSHIR, husband to TRACY K.
KATSHIR. If any of RICHARD A. BARR, ROBERT C.
BARR or GREGORY J. KATSHIR shall predecease me,
then his share shall be divided equally among
my grandchildren, or their issue per stirpes.
FIFTH: I name and appoint my son, RAY GARVER, Jr., as
Trustee of any trust for any minors entitled to distribution
hereunder, or entitled to distribution as the beneficiaries of
any insurance policies owned or held by me, or entitled to
distribution of any other assets not part of my testamentary
estate. I give and grant to him in the capacity of Trustee the
power to agree to any distribution of my estate that he deems
advisable; the power to retain any property, real or personal,
received by him in kind and the power and authority to sell the
same upon such terms and conditions as he believes advisable,
giving good title to any real estate thus sold, and the power and
authority to invest in such stocks, bonds or other instruments he
deems advisable without being limited to those investments in
which Trustees are required by law to invest minors' funds, and
giving and granting to him, in his capacity the power and
authority to distribute for the benefit of the minor wards so
much of the income and principal of the minors' share of my
estate as he, in his sole discretion, deems advisable for the
minors' comfort, support, maintenance and complete education,
including preparatory, college and post-graduate or professional
training, and aid to the minor in the event of illness, injury or
other emergency affecting the minor wards wherein money is
needed, and when minor attains the age of eighteen (18) years,
to distribute any remaining principal and interest to such minor.
SIXTH: In addition to all the powers conferred by law
upon my Executor and not in limitation thereof, I hereby
authorize my Executor to sell any stocks, bonds, or other
personal property and any and all real estate which I may own at
the time of my death, without the order of authority of any Court
being required, at public or private sale, upon such terms as may
in the discretion of my said Executor seems to be in the best
interest of my estate. In pursuance of his power, my Executor
shall execute and deliver all documents of conveyance, including
deeds or bills of sale or any other instruments which may
effectively transfer title. I further authorize my Executor to
settle and compromise any and all claims in connection with the
administration of my estate herein and to do any and all things
in his discretion that shall be conducive to the best interest of
my estate. It is my desire that these powers be given to any
successor to my named Executor.
SEVENTH: I name, constitute and appoint my son, RAY
GARVER, Jr., as the Executor of my estate. If he shall not
survive me, shall not serve as Executor for any reason, or shall
cease to serve as Executor for any reason after appointment, I
appoint my daughter, JEAN G. MOYER, as Executrix of this will.
None of the individuals named in this paragraph shall be required
to furnish a bond for the faithful performance of his duties as
Executor.
EIGHTH: All pronouns referring to an executor or trustee,
and the terms "executor" and "trustee" shall be construed to mean
any person acting as my executor or trustee as the case may be.
IN WITNESS WHEREOF, I have set my hand and seal at '
Cumberland County, Pennsylvania this 5'-ct' day of Ai-- '~:""1 ~,-
1994.
, .'..,. - _ ~.J-' f" i:J ~(j1/1"'J'/t..~
Marg~~E~ rGarver
SIGNED, sealed, published and declared by the above named
Testatrix, MARGARET E. GARVER, as and for her Last Will and
Testament, in the presence of us, who at her request, in her
presence and in the presence of each other, have hereunto
subscribed our names as witnesses.
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ACKNOWLEDGMENT
COUNTY OF CUMBERLAND
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COMMONWEALTH OF PENNSYLVANIA
I, MARGARET E. GARVER, Testatrix, whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Willi that I signed it willingly; and
that I signed it as my free and voluntary act for the purposes
therein expressed.
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SWORN or affirmed to and acknowledged before me by
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MARGARET E. GARVER, the Testatrix, this .~ day of
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My Commission Expires O;t. 16, 1995
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AFFIDAVIT
COUNTY OF CUMBERLAND
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COMMONWEALTH OF PENNSYLVANIA
wekbA<4- /JJ.1L-' and ;''(/lv;, (
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wi tnesses whose na'zhes are signed tOil the attached
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or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw the Testatrix sign and execute the
instrument as her Last Will, that she signed willingly and that she
executed it as her free and voluntary act for the purpose therein
expressed; that each of us in the hearing and sight of the
Testatrix signed the will as witnesses and that to the best of our
knowledge, the Testatrix was at that time eighteen (18) or more
years of age, of sound mind and under no constraint or undue
influence.
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eg1-1lar .Checkitlg ACCOltllt Statement
1 For 24-hollr informAtion, sign-on to Account Link @
::. by Web on pncbank.colll.
.('counl number: 51-4002-2749 - (~()nlil1ued
For the period 04/06/2006 to 05/04/2006
MARGARET E GARVER
Primary Account number: 51-4002-2749
Page 2 of 2
::tivity Detail
~posits and Other Additions
13
Alnount Description
:'>~1.3() Dilect Deposit - :'\l\llt\'.P~wm
:h;1 Equitable XXXXX] G97E<jO
11.:17 Dill'd Dep,..~il- 200GOlO:1
Ohio N;1tinn;ll AI $xXx,'Xxxxx0013
:').()()(J.OO Dcpo~it Reference No. 02G29895.'3
70LOO Dire,'t Deposit - Sot: See
l 'S Trc:1Sl1l'\' ~~(n XXXXX265:J,D
There were 4 Deposits and Other Additions
totAling $5,807.87.
e
13
24
m
!leeks and Substitute Checks
eck Date
nber Amount paid
:1 R :',,1)()n. 00 IH' () 7
:',~, 2.1H)fl.O(J (Hi CHi
Ej)~\ J 2~.rJ7 17
()2 t t,,751.'>
Check
number
3~).1O
Amount
:1,000.00
Date
p<lid
O:l, , 01
Reference
nll~n~c.r
Reference
number
\ )'2\~, 1 S\:,,}L';-;
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Amount
70 !.OO
There were 3 checks listed totaling
$8,000.00.
There was 1 Online or Electronic Banking
Deduction totaling $704.00.
3ap in check sequence
nline and Electronic Banking Deductions
aily Balance Detail
,Ie
I lOt)
1'07
Balance
:;.81 :2.7.1
2.81'2.7.1
Date
(H,'l:3
0.{'24
Balance
2,91 6Ji 1
7,916.61
Date
0:)/01
05/0:~
Balance
" ,91 (). (i 1
4,916.61
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