HomeMy WebLinkAbout07-20-06
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STATUS REPORT UNDER RULE 6.12
0,'f.k.MtR, ~, l11,uArI/VVILL
Wli$t fJ~1 /)190,1
^ ~ Y'jdSL{
Will No.: ;-.)J) () -::.J - L/ .
......
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Name of Decedent:
Date of Death:
Admin. No.:
'Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State ~er administration of the estate is complete:
Yes 1Er No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the follo'Wing:
a. Did the JJersonal representative file a .:final account with the Court?
Yes ~ No 0 '
b. The separate Orphans' Court No. Cifany) for the personal representative's
account is: J;i}j - ;)..bO 5
c. ~i~ the personal ~entative state an account informally to the parties
ill mterest? Yes lEI No 0 -
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to thi~
Date:~jotp qJl.du~~
SIgnature
~/,6 /Yl.j3qltyl[!,jJ
Name
('..!
~~
Address .' fb . I'l O::tJ
117-19tJ-9",7:J- .
Telephone No.
~nal Representative
o Counsel for personal representative
c......
CO)
C'\J
Capacity:
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BEAMER lESLlE M
5500-0 GLOUCESTER ST
MECHANICSBURG, PA 17055
nn____ fold
ESTATE INFORMATION: SSN: 205-09-9466
FILE NUMBER: 2105-0234
DECEDENT NAME: MUMMA lORENE M
DA TE OF PAYMENT: 07/20/2006
POSTMARK DATE: 07/20/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 02/26/2005
NO. CD 007000
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,821.80
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TOTAL AMOUNT PAID:
REMARKS: ESTATE OF LORENE MUMMA
CHECI(# 1040
SEAL
INITIALS: AJW
RECEIVED BY:
DEPARTMENT OF REVENUE
$6,821.80
GLENDA FAFtNER STRASBAUGH
REGISTER OF: WillS
RE'j-l5C
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPl 280601
HARRISBURG, PA 17128-0601
REV-1500
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FILE NUMBER
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COUNTY CODE YEAR
INHERITANCE TAX RETURN
RESIDENT DECEDENT
2 ~~, ~ \,-~
NUMBER
DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL)
"PCnE'
DATE OF BIRTH (MM-DD-YEAR)
'1 ['I
SOCIAL SECURITY NUMBER
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DATE OF DEATH (MM-DD-YEAR)
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(IF APPLICABLE) SURVIVING SPOUSES NAME (LAST FIRST, AND MIDDLE INITIAL)
f) 11
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D
[0';, Onginal Return
D 4 Limited Estate
~, Decedent Died Testate (Attach
D 9. litigation Proceeds Received
D 3. Remainder Return (date of death pr:orto 12-13-82)
D 5 Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11 Election to tax under Sec. 9113(A) (Attach Sch 0)
ofWlli'i
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a living Trust (Attach copy of Trusf)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
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THI$(SECTION MUST BE COMPLETED. ALLC.ORRESPONDENCE ANDCONFIDENTIALITAXINfORMAT10NSHOULDBEDIRECTED TO:
NA~E __ _ COMPLE,TE MAILING ADDRE9-$ - _ _ - - + ,- f) S.t-
- -s 55 C'o- D C"/ CL I e.,c:.s I C- ,,-. _
jllt:[;"h(1)Jt'(!,s,pUj?l" f,,+ //1/'-'15
FIRM NAME (If Applicable)
'1-'5: ceo, (Z'
.
1, Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
t._.J
1~. ~,
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4_ Mortgages & Notes Receivable (Schedule D)
--
?; 7 ~to, r/l
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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 (7)
(Schedule G or L)
C:J
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-
(6)
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'6?-J i '1 J..j (p, D ~
8 Total Gross Assets (total lines 1-7)
(8)
15; lj,/)/J. ~j
,10,lb7, lIP
(11)
(12)
3 :r, '1 tv '1. t-f I
1-J 1 q 11 cc. iP1
, :l , 5a~ [z)
45.J..j7'?:to7
,
9_ Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
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)
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)
(13)
(14)
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 See 9116 (a)(1.2)
x .0_ (15)
x .0_ (16)
x .12 (17)
x .15 (18) ~x\~L 8'0
(19) (., ~.. 1--1. ~ l~
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
~ s; 11'r;;(fJ'l
19. Tax Due
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON R~RSE SlOE ANt!) RECHECK MATH < <
. :::'\~-
:\
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits (A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + 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)
"'/ J'Z S5-]
(P){9-I.YL)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
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;......................................................................................... D
b. retain the right to designate who shall use the property transferred or its income;............................... D
c. retain a reversionary interest; or.......................................................................................................................... D
d. receive the promise for life of either payments, benefits or care? ....................................................... D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?........................................................................................................... D
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? .......... .......................................................................................... .........
No
~
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rn
D ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
7t','5S'
DATE
7// ,06;>
I
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 PS. ~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 PS. ~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 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.S. 99116(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. 99116(a)(13)J. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (6-98) .
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
/..-~ R 6/JE /J 1. )) J a /)1 /114 ~ IL) 5~'- [)} 3 Lj
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION I
,.kjU- jJI";7l'U- - . ',' 1175. /W; HJ
. :;rz:ftrt:;~~~~,%r;%v~~ · I
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
/ J kt I)J nll.:t
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF I
/L.C/2-E-fJC /J]'
FILE NUMBER
:J/[Q -L~(J3LI
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
1,
~.
3,
DESCRIPTION
tfld/U;1Il{U.,UUIV-f - c; trJ,R n~)~t2- ,
(j / f) tJ. ;JUlL l~f~ .
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, 4: i CO Ie g .- d)J 7 - f
~~'1.)(lttH~n"f' & /"';0- ,/5<; 5&3, '+,
~ . I L/ . {1 /? ~J / C ~[ n1/1-ti'1 ,/k iL '1
/, . M. i(> C'-!ni.AU tl elte 1, " ~',' -tt-:,'- ",' },
/U/ J.!/CC '-'r/ '-Ul'llIJjt:fl
tk~'Udii~ )~. /'1/[9
VALUE AT DATE
OF DEATH
~/75, 35
5i);).I: 7 3
1514, tJD
TOT AL (Also enter on line 5, Recapitulation) $ ? 11 ft'i l)?
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99) '.
",..&,10
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF /,___
f---LRL JJe.
ITEM
NUMBER
A.
B.
/ ) /. Jll Ii flU J}}+-
Debts of decedent must be reported on Schedule 1.
FILE NUMBER
:2/f1Jt:)'J31
DESCRIPTION
1.
FUNERAL EXPENSES:
C~/(~\a-.-~ ~A/!ttj::h~-U'T{t! t//1,fi. Q
4ttAUl-fJ tJ/!.frU - tt~--tz;,~~k / _
rtlt0~ p~1"itZv ~~tz<~:-, (1~~-t~~~~jfh n
~~,- CV),JiU ~/"'fU'/ t'Q~.J: ;;-r;- ~;f4
.&vtiAY ._~ ik41 ~uJI7JudU:(t fJ4. ." "i
C-1Lu".LJl. -B,u _,-(1 jJ~~, ') . ,;jp-7b{J.f1 Ciktdd, /1'u~.e~.Ii lfMf##
~W!f Pt4~J;;i-,1J-;f1L:-~~U1~ tad~/!d I-u
ADMINISTRATIVE COSTS:
1.
Personal Representative's Commissions 1
~. 7'~1 &
Name of Personal Representative(s) '. JiiYJ f . StL-yyUtJV
Social Security Number(s)/EIN Number of Personal Representative(s
.-' 'I)
Street Address. J))- tJ L"'_ - 1
Cit';-'lJle~ tJA:1U~~~-i"d State -.ft;L Zip / 'l [j~5-
Year(s) Commission Paid \ 17,.lii/-11--[ {)?-'.u-t~171
/!, () L{ ,Jjl Cd ,/1 . 0
Attorney Fees ~nttl')aJ /1./.[ ~L<'-L... / / 13"",:rf,;u.dAA'lJiJ..(...it/~1. iii.
Family Exemption: (If decedent's address is not the same as claimant's, attach eXPlanatiOn)J.r~tvr!
2.
3.
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.
.~ f:itzcr; )cbtte1nf/nrf- t::~iiz1 . - t!Uful'v J:ttivrntni-
;tafL/)- ~.i..ca.i(~/d /Cu<i:tJ71~~-~C01 h
lei J. - JIi,""tet,~ ~, '~~~~~t'l/~~e__\, . .' ,,~i,
I) ~"1/- r () /} A . /. -/ 11' I' - ,..., / J /~jJ/11 f 'J , p'/i, ~ U/
iYUfUdjf ~It 'f ~~.tY -,/Y<rr jV~1 \, -
TOTAL (Also enter on line 9, f~ecapitulatlon) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
154'( (,;()
,J,. 8' q, C)C)
. /' ,0
it; (;/'
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3 ~j--:' b[
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7 'j~} '73
A/J-. [:-[), --:-
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COMMmr,VEAL TH OF PENNSYL V ANI,'
INHfYITANCE TAX RETURN
Rf SIDENT DECEDENT
ESTATE OF I" '
f-.-c/2 f:; JJ E
R€V.1512 EX ~
SCHEDULE I
DEBTS OF DECEDENT
,
MORTGAGE LIABILITIES, & LIENS
JlJtiIJl/)lH-
/ll.
FILE NUMBER
d-/L},5,~ L~3'-1
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
~.
3.
4.
5'.
(p.
7,
~,
q,
//),
DESCRIPTION
11:t'nL- U~~
P ~WY\ Luum -- t'c.LUJ~
fl'}F'(f' -fuf ~ -, . . .
tJi-nttHi'7a~<JJht~;-fltJ1L'~ ~L4-nL(~ ~J~i{p pu.
'-7YLwlwJ ~ - Ca~ tJt.-+M. {I~, (n.
:r:-I<. s- ~17nP '1iuf &t/!J:;
~AWlvtltlc0 ~aJvLu<.J ~, 6i4d~f
~r; Cf PU-~ '-U):~ct~. /~fr1jL~i~~~
R.-&-f"~UL ct..N)~.~ fW jUjiUWfd
~'1~ ;; S+C j If
AMou~n
7 [f. !/ij
J..'J..o /. '-I ~r
J~) 3 ~/D
^i 1 fdc '7
,9, '15',Cl;
I J..jS- &'6'
/~T9.t,D
.j.d
3191j ,[.)
un oql< Q"1
/~, J J,
luJ 7. {)()
$ ,;Cifc7./0
TOTAL (Also enter on line 10. Recapitulation)
(If more space is needed, Insert additional sheets of the same size)
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
/'-- tilE.) 7 E- /}}. /} 7// 117 J Jl 1+
FILE NUMBE~; _ r, ~ . i.1
::xlf.f / J3
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Truslee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
, Sec. 9116 (a) (1.2)]
1. &~ '7h. ~J,: .. /LUU trrt-L tfUit 0/
j'5CO ni) ~Ivdi"-IJ; lJj
" ~Lll{AU~()-fjuL/(f" . J T t/U!r:-/)/
~bUl~V t:. (J.~1V . ~f-f 07Le
11II H f!-itmM~ k'ut-
Cif~ rtkLl, 1')0. . /1 L~ I / - thL-,' -flu iLtt/
[ui~~ t. '->>W~ " t-;t.&'--Lf
/ ( . CVaL~ L) LMI~' PJ..
'/'l1H-1w. uM i if !b,
. .11.,> , / l (J 11)
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 ej/ 'de') J;4 C'~? L
, {l i. ' ' fc4.,{/ t- FL/ (j,{ t,e.
^! J.j ~ rl!a111/YJ7-LI !1~u . .
cd A /lffJt/3 ,J ,J/if), [) D
(;nJnft(rU, t1
I
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVEfl SHEET $ ,J, \Jf:[ I [J I)
-.
(If more space is needed, insert additional sheets of the same size)
1-888-910-4100
CalL Citizens' PhoneSank anytime for account information,
current rates and answers to your questions.
US059 BR301
LORENE M MUMMA
BOX 1384
MECHANICSBURG PA
5
17055-1384
1
Citizens Circle
Account Statement
o OF 3
Beginning February 10, 2005
through March 09, 2005
Contents
Summary Page 1
Checking Page 2
Savings Page 3
Citizens Circle SUllImary
Account
Account Number
Balance
This statement
Balance
Last Statement
DEPOSIT BALANCE
Checking
Citizens Circle Checking
Savings
Statement Savings
610068-257-9
6140-159563
Monthly combined balance to waive monthly fee is
Your monthly combined balance this statement period is
1,333.65
5,020.77
5,000.00
6,578.56
2,17~j.35
5,021. 73
LORENE M MUMMA
Citizens Circle Checking
610068-257-9
o
o
Total Deposit Balance
7,197.08
Total Relationship Balance
7,197.08
1-888-910-4100
Call Citizens' PhoneBank anytime for account information,
current rates and answers to your questions.
Account Statement
o OF 3
Beginning February 10, 2005
through March 09, 2005
Checking
SUMMARY
Balance Calculation
Previous Balance
C h e c ks
Withdrawals
Deposits & Additions
Current Balance
1,333.65
185.30 -
.00 -
1,027.00 +
2,175.35 =
LORENE M MUMMA
Citizens Circle Checking
610068-257-9
Previous Balance
TRANS/'.CTION DETAILS
Checks* There is a break in check sequence
Check n
835
837*
838
Amount
20.48
50.00
60.00
Date
02/11
02/23
03/03
Check n
839
840
03/01
03/01
Deposits & Additions
Date Amount Description
919.00 US Treasury 312 Civil Serv 030105 A 1023936 0 CSA
108.00 US Treasury 220 VA Benefit 030105 1115483500 10
Daily Balance
Date Balance Date Balance Date
02/11 1,313.17 03/01 2,290.17 03/03
02L~~ . 1, 263 :l~._ 03/02 2,261.28
Amount
25.93
28.89
Date
03/03
03/02
Balance
2,175.35
1,333.65
o
Total Checks
185.30
o
o
Total Deposits & Additions
1,027 .00
Current Balance
2,175.35
1-888-910-4100
Call Citizens' PhoneSank anytime for account information,
current rates and answers to your questions.
Account Statement
e OF 3
Beginning February 10, 2005
through March 09, 2005
Savings
SUMMARV
Balance Calculation
Balance
Previous Balance
Withdrawals
Deposits & Additions
Interest Paid
Current Balance
5,020.77
.00 -
.00 +
.96 +
5,021.73
Average Daily Balance
5,021.07
Interest
Current Interest Rate
Annual Percentage Yield Earned
Number of Days Interest Earned
Interest Earned
Interest Paid this Year
.25%
.25%
28
.96
2.03
TRANSACTION DETAILS
Interest
Date
Amount Description
.96 Interest
02/28
Daily Balance
Date
Balance Date
Balance
Date
Balancl!
02/28 5,021.73
I NEWS FROM CITIZENS
hCitizens is pleased to announce a free enhancement to your checking and money market account
statements. Beginning next month, your account statement will include images of your cancelled
checks instead of your paper checks. Each page will include up to 10 check images printed in
numerical order for easier filing and record keeping. In February, we mailed you a brochure
with your account statement describing all of the benefits of check images, as well as answers
to questions you may have about check images. The brochure also includes a preview of what
you'll see in your account statements beginning next month.
Please note that former Charter One customers whose monthly account statement included
check safekeeping will continue to receive check safekeeping.
If you have any questions, or if for any reason you would prefer not to receive check images,
please call Citizens Bank's request line for returning paper checks at 1-888-617-2600 anytime
or stop by your local branch. In most cases, your request will be filled within 60 days or
less. Thank you for banking with us.
--Exciting things are happening at Citizens Bank! To reflect our commitment to serve our
customers, we've improved your account statement and updated our logo with a more contemporary
look. Though you will soon see this logo change reflected on signs and communications, one
thing will never change - and that's our commitment to serving you and your community.
LORENE M MUMMA
Statement Savings
6140-159563
Previous Balance
5,020.77
o
o
Total Interest PaId
.96
Current Balance
5,021.73
1-888-910-4100
Call Citizens' PhoneBank anytime for account information,
current rates and answers to your questions.
US259 BR301
2
1
LORENE f'.1 MUMMA
BOX 1384
MECHANICSBURG PA
17055-1384
Citizens Circle
Account Statement
G OF 3
Beginning March 10, 2005
through April 11, 2005
Contents
Summary Page 1
Checking Page 2
Savings Page 2
Citizens Circle Summary
Account
Account NUlI1iJer
Balance
Last Statement
Balance
This Statement
DEPOSIT BALANCE
Checking
Citizens Circle Checking
Savings
Statement Savings
610068-257-9
2,175.35
6140-159563
5,021. 73
Monthly combined balance to waive monthly fee is
Your monthly combined balance this statement period is
5,000.00
1,227.33
LORENE M MUMMA
Citizens Circle Checking
610068-257-9
.00
.00
o
Total Deposit Balance
,00
o
Total Relationship B^l^nce
.00
Account Statement
1-888-910-4100
o OF 3
Call Citizens' PhoneBank anytime for account information,
current rates and answers to your questions.
Beginning March 10, 2005
through April 11, 2005
Checking
Balance Calculation
LORENE M MUMMA
Citizens Circle Checking
610068-257-9
SUMMARY
Previous Balance
Checks
Withdrawals
Deposits & Additions
Current Balance
2,175.35
.00 -
2,175.35 -
.00 +
.00 =
Previous Bdlance
Date
AITlount Description )
1,027.00 Debit Memo -fill
1,148.35 Closing Withdrawal
,
(.- \
"
l
~ ,")'
.' I I
U!
2,175.35
TRANSACTION DETAILS
Withdrawals
Other Withdrawals
03/10
03/15
o
<9
Total Withdrawals
2,175.35
Current Balance
.00
Daily Balance
Date
03/10
Balance
Date
03/15
Balance
Date
Balance
1, 148. 35
.00
Savings
Balance Calculation
Balance
LORENE M MUMMA
Statement Savings
6140-159563
SUMMARY
Previous Balance
Withdrawals
Deposits & Additions
Interest Paid
Current Balance
5,021.73
5,022.21 -
.00 +
.48 +
.00 =
Average Daily Balance
5,021.73
Interest
Current Interest Rate
Annual Percentage Yield Earned
Number of Days Interest Earned
Interest Earned
In terest Paid th is Year
.0(f1o
.0010
5
.00
2.51
Previous Balance
TRANSACTION DETAILS
Withdrawals
Other Withdrawals
5,021. 73
Date Amount Descri ption
03/15 5,022.21 Withdrawal
0 Total Withdrawals
5,022.21
Interest
Date Amount Description
03/15 .48 Interest
0 Total Interest Paid
.48
Account Statement
1-888-910-4100
o OF 3
Call Citizens' PhoneBank anytime for account information,
current rates and answers to your questions.
Beginning March 10, 2005
through April 11, 2005
Savings continued flam pm-iolls page
lOR ENE M MUMMA
Statement Savings
6140-159563
o
Current Balance
Daily Balance
Date
.00
Balance
Date
Balance
Date
Balance
03/15 .00
I NEWS FROM CITIZENS
-.Citizens is pleasEd to announce that the convenie;lCC of check imag2s included in your
account statement is here. In February, we mailed you a brochure with your account
statement describing all of the benefits of check images, as well as answers to questions
you may have about check images. You can now enjoy the benefits of check images, including
simplified accoullt balancing, convenient storage and easier income tax preparation. The
IRS, Federal Reserve, local and state governments, courts of law and merchants all accept
check images as valid proof of payment. If you need an image of the back of any check, we
are happy to provide it. Copies of checks are available seven years from the date they are
posted to your account. Just call the number listed at the top of this account statement
anytime, or stop by your local branch.
The following accounts did not automatically receive check images: Commercial, Municipal,
Escrow, IOlTA, Citizens Asset f.lanagement Account, and Insured Money Market. Check images
are not available for Braille and large print statements at this time.
If you have any questions, or if for any reason you would prefer not to receive check
images, please call Citizens Bank's request line for returning paper checks at
1.888-617-2600 anytime or stop by your local branch. In most cases, your request will be
filled within 60 days or less. Thank you for banking with us.
LAST WILL AND TEST AMENT
OF
LORENE MAE MUMMA
I, LORENE MAE MUMMA, a resident of 178 Rich Valley Road,
Mechanicsburg, Cumberland County, Pennsylvania being of sound mind, memory and
understanding, do hereby make, publish and declare this to be my Last 'Will and
Testament, hereby revoking all Wills and Codicils heretofore made by me.
ITEM 1: I direct that all my just debts, the expenses of my last illness and
funeral expenses be paid as soon after my decease as the same can conveniently be done.
ITEM 2: I direct that there shall be paid out of my residuary estate all estate,
inheritance and like taxes together with any interest or penalty thereon imposed by the
governn1ent of the United States, or any state or territory thereof, or by any foreign
governn1ent or political subdivision thereof, in respect to all property required to be
included in my gross estate for estate, inheritance or like tax purposes by any of such
governn1ents, whether the property passes under this Will or otherwise, excluding,
however, any property over which I have a taxable power of appointment, provided,
however, that no residuary beneficiary shall by reason of this provision be denied the
benefit of any deduction, credit, favorable rate of tax or other benefit which by law
enures to such beneficiary.
ITEM 3: To the First Christian Church of 442 Hummel Avenue, Lemoyne,
Cumberland County, Pennsylvania, I bequeath th_e~~um of Two Thousand Five Hundred
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LAST WILL AND TEST AMENT
OF
LORENE MAE MUMMA
Dollars ($2,500.00) in memory of my parents, Whitney and Florence Mumma. This
bequest shall be placed in the Living Memorial Fund of the First Christian Church and
the Board of Trustees or other governing body may use and expend the same for the
benefit of such Living Memorial Fund of the First Christian Church in any manner it
deems appropriate.
I give, devise and bequeath all of the rest, residue and remainder of
ITEM 4:
my estate real, personal and mixed, of whatsoever kind and nature, and wheresoever
situate at the time of my death, in equal shares, unto my nieces, LESLIE M. BEAMER,
SUSAN E. PHELAN, and DEBRORAH Z. MUMMA.
ITEM 5: I hereby nominate, constitute and appoint my niece, LESLIE M.
BEAMER, Executrix of this my Last Will and Testament, with full power to do any and
all things necessary for the complete administration of my estate, and direct that no bond
or other surety is required of her in this or any other jurisdiction for her performance of
this office.
If and in the event that my niece, LESLIE M. BEAMER, does not survive me and is not
living sixty (60) days after the date of my death, or does not complete her duties as
Executrix, then and in such event, I hereby nominate, constitute and appoint my niece,
SUSAN E. PHELAN, Executrix of this my Last,.Will and Testament, with full power to
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LORENE MAE MUMMA - .
2
LAST WILL AND TEST AMENT
OF
LORENE MAE MUMMA
do any and all things necessary for the complete administration of my estate, and direct
that no bond or other surety is required of her in this or any other jurisdiction for her
performance of this office.
ITEM 6: If any provision of this Will or of any Codicil hereto is held to be
inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof
shall continue to be fully operative and effective, so far as is possible and reasonable.
IN WITNESS WHEREOF, I, LORENE MAE MUMMA, the Testatrix, have to
this my Last Will and Testament, typewritten on three (3) consecutively numbered pages,
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subscribed my name and affixed my seal thisl-~ dai~'f October, 2003.
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Signed, sealed, published and declared by the above named LORENE MAE MUMMA,
as and for her Last Will and Testament, in the presence of us, who have hereunto
subscribed our names at her request, as witnesses hereto, in the presence of the said
Testatrix, and of each other.
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Will No.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
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Name of Decedent:
Date of Death:
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a)
served on or mailed to the following beneficiaries of the above-captioned estate on
Name Address
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Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
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Signature
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Capacity: -L' Personal Representative
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_Counsel for personal representative
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