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HomeMy WebLinkAbout07-27-06 (2) REV .1~.E-X + (6..00) w .... l<:~(/) uO::l<: wl1.U ,,00 uO::.J 11.'" 11. <( REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT : FILE NUMBER 21 06 C:;OUNTY CODE YEAR SOCIAL SECURITY NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 00314 NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) RUDENSEY, ARDITH T. 112-03-5341 .... z w Cl w U w Cl ---..-....-.-- . -.-.. --...---..- DATE OF BIRTH (MM-DD-YEAR) DATE OF DEATH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 07/20/1916 04/01/2006 REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) ~ 1 Original Return o ~ o o 3, Remainder Return (date of death pnor 1012-13-82) o o .... z w Cl z o 11. o 2, Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12~1-91 and H~~ 1HI~_SI:CTION M!,IST BE C_~~~I,.ETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUl!?Jl~_QI~I::~!!=~!.C>~___ NAME COMPLETE MAILING ADDRESS Ivo V. Otto III, Esquire 4, Limited Estate 5. Federal Estate Tax Return Required 8, Total Number of Safe Deposit Boxes 6, Decedent Died Testate (Attach copy of Will) 9, Litigation Proceeds Received o 11.Election to tax under See, 9113(A) (Attach Sch 0) FIRM NAME (If applicable) Martson Deardorff Williams & Otto Ten East High Street Carlisle, PA 17013 (1 ) None (2) None (3) None (4) None (5) 24,489.95 (6) 640.31 (7) None (8) (9) 11,038.54 (10) 830.22 25,130.26 TELEPHONE NUMBER 717/243-3341 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o >= :s ::> .... 0: <( u W 0:: 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. 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) (11 ) 11,868.76 12. Net Value of Estate (Line 8 minus Line 11) (12) 13.261.50 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) 13.261.50 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 13,261.50 x .045 (16) 0 16. Amount of Line 14 taxable at lineal rate >= <( .... ::> (17) 11. 17. Amount of Line 14 taxable at sibling rate x .12 :;; 0 u ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) .... 19. Tax Due (19) 596.77 596.77 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. >> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH << Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) ~~\ l \ Uecedent's Complete Address: STREET ADDRESS 100 West Pomfret Street CITY Carlisle STATE PA ZIP 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 ) 596.77 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (3) 0.00 (4) (5) 596.77 (5A) (5B) 596.77 Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAYMENT. 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 theTAX DUE. A. Enter the interest on 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: Yes No a. retain the use or income of the property transferred;............................................................................. D ~ ~: ~::::~ ~h~e~;~;i:~~~s:~~e~~s~~~. ~~~~I. .~.~~. ~~~. :.~~:.~.~~. .~~~.~.~~~~.~~.d. .~~ .i.t~. i.~.~.~.~~;..............................~~::::::::::: ~~.'.'. B ~ 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............................ --..................... 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?............................. ................................................................................... 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. 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 preparer other than the personal representative is based on all info'!TIa_t_i~rl_ ~f _~!c;hJ~~~J~~~!. ~~?_~ny ~1]()_wJ~~Q~~__ SIGNATURE OF PERSON RESPONSIBLE FOR FILlt'lG RETURN ADDRESS Joanne R. Weissman ;:-, 1/ 7'Vv" :,"1(;'. ,...1. r" SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ../' 616 Devonshire Drive Carlisle, P A 17013 '-/ I /--(1(., ADDRESS DATE ADDRESS DATE Ten East High Street Carlisle, PA 17013 7 ~, .,,; .,y I -(':r( 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, ~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 statutedoes 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 12) [72 PS, ~9116 (a) (1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [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 RUDENSEY, ARDITH T FILE NUMBER 21 - 06 - 003 14 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 DESCRIPTION VALUE AT DATE OF DEATH 8,84592 Sovereign Bank checking account # 1671 009851 2 Sovereign Bank savings account #1674001928 13,181.11 3 U.S. Treasury, Civil Service benefit received after date of death 1,625.18 4 U.S. Treasury, Social Security benefit received after date of death 237.00 5 Household goods and personal property 500.00 6 U.S. Treasury, refund, 2005 personal income tax 97.00 7 UGI, refund 3.74 TOTAL (Also enter on Line 5, Recapitulation) 24,489.95 *' SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RUDENSEY, ARDITH T. FILE NUMBER 21 - 06 - 00314 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 Mary B. Fitts ADDRESS RELATIONSHIP TO DECEDENT 131 East High Street Carlisle, PA 17013 Other B Leon R. Fitts 131 East High Street Carlisle, P A 17013 Other JOINTLY OWNED PROPERTY: ITEM LETTER NUMBER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY 0 OF Incl~d~ n,,!me <?f financial institution and bank .a<;:count number, DATE OF DEATH D~CD'S DA0~~0ED6:TH or similar Identifying number. Attach deed for JOintly-held real ! VALUE OF ASSET INTEREST DECEDENT'S INTEREST estate. A & B 09/13/1995 Sovereign Bank savings account #1674001928. This account held the decedent's apartment security deposit and was fully refunded to her estate. 640.31 100% 640.31 TOTAL (Also enter on line 6, Recapitulation) 640.31 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RUDENSEY, ARDITH T. FILE NUMBER 21 - 06 - 00314 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 7.166.90 1,150.00 400.00 159.00 2,000.00 121. 00 15.00 4.64 22.00 11,038.54 FUNERAL EXPENSES: Ewing Brothers Funeral Home, Carlisle, P A 2 Cumberland Valley Memorial Gardens, grave opening 3 Rabbi Peter Kessler 4 Georges' Flowers B. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): 2. Street Address City Year(s) Commission paid Attorney's Fees Martson Deardorff Williams & Otto (estimated) State Zip 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees Cumberland County, PA, Register of Wills 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. I Other Administrative Costs Register of Wills, filing fee, Inheritance Tax return 2 Certified mailing, P A Department of Public Welfare Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RUDENSEY, ARDITH T. Schedule H Funeral Expenses & Adninistrative Cos1s continued 3 PPL Electric Utilities, electric service pending dispostion of rental property FILE NUMBER 21 - 06 - 00314 22.00 Page 2 of Schedule H SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RUDENSEY, ARDITH T. Include unreimbursed medical expenses. ITEM NUMBER 1 Borough of Carlisle, account payable DESCRIPTION 2 UGI, account payable 3 Sprint, account payable 4 PPL Electric Utilities, account payable 5 United Church of Christ Homes, account payable 6 Mobile X-Ray Imaging, Inc., account payable 7 West Shore EMS, account payable 8 Carlisle Area Tax Bureau, 2006 personal tax FILE NUMBER 21 - 06 - 00314 TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 16,18 167,] 9 22.46 19.99 357.00 8.23 234.17 5.00 830.22 REV-1513 EX+ (".00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RUDENSEY, ARDITH T. FILE NUMBER 21 - 06 - 00314 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustae(s) AMOUNT OR SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Joanne R. Weissman 616 Devonshire Drive Carlisle,PA 17013 Daughter All of estate residue 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 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ (Qb (Q) ~ ORIGINAL RETAINED BY: LAW OFFICES dV/a.d10n fJjea't.do'tH <1tVilfian25. & Olio A PROFESSIONAl CORPORATION TEN EAST HIGH STREET CARLISLE, PA 17013 (71 n 243-33.41 CODICIL I, ARDITH T. RUDENSEY, of Carl isle, Cumberland County, Pennsylvania, having made my last will and testament dated September 2, 1983, do hereby make, publish and declare this to be a Codicil to my said last will and testament. ITEM ONE: I amend my will to delete ITEM TWO thereof and to substitute therefor the following: ITEM TWO: I give, devise and bequeath my entire estate to my daughter, JOANNE RUDENSEY WEISSMAN, if she survives me by 60 days. In the event that she predeceases me or is not then living on the 61st day after my death, then I give, devise and bequeath my entire estate to my son-in- law, NEIL B. WEISSMAN, per stirpes. ITEM TWO: I amend my will to delete ITEM THREE thereof and to substitute therefor the following: ITEM THREE: I appoint my daughter, JOANNE RUDENSEY WEISSMAN, Executrix of this my last will. Should she fail to qualify or cease to act as Executrix, I appoint my son-in-law, NEIL B. WEISSMAN, to act as Executor with the same rights, powers and duties. ITEM THREE: I hereby ratify and confirm my said last will and testament in all other respects excepting insofar as any part thereof is revoked or modified by this Codicil. IN WITNESS WHEREOF, I have hereunto set my hand this j1~1 day of 40~~~, 1999. ". ~."") SIGNED ,t~{~:lD y: (. . ctLdt'/YZ<<Z.Rc; _ ARDITH T. RUDENSE PAGE ONE OF THREE PAGES The preceding Codicil, consisting of three (3) typewritten pages, was on the day and date thereof signed, published and declared by Ardith T. Rudensey as a Codicil to her last will and testament, and we, in the presence of each other, have subscribed our names as witnesses hereto. ~ (2-.~ 9~uic COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We C h '" \ j(vji L.. ~ C. fie", \ fa '"' and witnesses hose names are slgned to the attached 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 a codicil to her last will; that she signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the codicil as witnesses; and that to the best of our knowledge, the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Co Y\ ", I e T Tr; t-t- ~ C-- 1'7~ Sworn and subscribed to before me this ~ day of o<12t~ , 1999. <~d~ Notary Public NOTMIAL 8IAL KAREN f. BY!!RI. ttarAlf'f ..uBUC CNIU8U BORa, Cl/M8IRLNI) co.. M )/f'( ---U61UN BXPIRE811ARai 1" aoao PAGE TWO OF THREE PAGES COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, ARDITH T. RUDENSEY, whose name is signed to the at tached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. sworn~?d affirmed to and acknowledged before me this of I~~ ' 1999. 1-/17 day ~J~/~ Notary Public JIOTAIUL 8IAL KAREN fl. BVEAI. tfOTA1l'f ~ CARI.&.l! 8ORO. ~ CO..,.A tIN -::ow 11 1 BIOH !!XP1RI!8 IIAACH '1, - PAGE THREE OF THREE PAGES ~ ~ \\ ~. ,~ \ '-J \~ ~\ ;~ ~ ~ (Q) C:J ORIGINA' QETAlNED BY; I 'CES dl1a,hon 'DEa'- <W~ G Vttc A PROFESSJONA{ CORPORA1iON Tl'N EAST HIGH STRm CAAlISIE, PA 17013 rl17} 2A.3.3.3..ai W ILL I, ARDITH T. RUDE~SEY, declare this to be my last will and revoke any will previously made by me. ITEM ONE: I direct that all my debts and funeral expenses, including my gravemarker shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEX TWO: I give, devise and bequeath my entire estate to my husband, Y~RK B. RUDENSEY, if he survives me by 60 days. In the event that he predeceases me or is not then living on the 61st day after my death, then I give, devise and bequeath my entire estate to my daughter, JOANNE RUDENSEY WEISSM}u~, In the event that my daughter, JOANNE RUDENSEY WEISSMAN, predeceases me or is not then living on the 61st day after my decease, then I give, devise and bequeath my entire estate to be divided equally among such of my grandchildren as are living at my death. ITEM THREE: I appoint my husband, MARK 8, RUDENSEY, Executor of this my last will. Should he fail to qualify or cease to act as Executor, I appoint JOANNE RUDENSEY WEISSMfu~ to act as Executrix with the same rights, powers and du ties. ITEM FOUR: I appoint NEIL B, WEISSMAN guardian of any property which passes to any person under the age of 21 years and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Said guardian shall have the power to use income from time to time for the beneficiary's education, support and welfare without regard to his or her parent's ability to provide for such education, support or welfare, or to make payment for these purposes, without further responsibility, to the beneficiary or to the beneficiary's parents or to any person taking care of the beneficiary. Said guardian shall administer the separate and equal share of each beneficiary until he or she becomes 21 years of age, at which time the share of each beneficiary remaining in the guardianship account shall be paid to said beneficiary in full, In the event of the death of any beneficiary after my decease and prior to reaching the age of 21 years, his or her share shall be distributed equally to the surviving children or child to be administered in accordance with this guardianship provisions. ITEM FIVE: All estate, inheritance, succession and other taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for tax purposesl whether or not such property passes under this will, shall be paid out of the principal of my residuary estate, without apportionment or right of reimbursement. ITEM SIX: I direct that my personal representative or guardian shall not be required to give bond for the faithful performance of their duties in any j urisdic tion. ITEM SEVEN: In addition to the rights and powers given to the fiduciaries bv law or elsewhere in this will, I give to my Executor during the full time necessary and for the administration of my estate the following rights and powers to be exercised in his sole discretion. A. To retain any real or personal property which may at any time (orm a part of my estate so long as he or she deems it advisable. B. To invest in any real or personal property without restriction to legal investments. C. To repair, alter, improve or lease for any period of time any real or per- sonal property and to give options for leases. PAGE ONE OF THREE PAGES ~ ~ '~ ~ \ 3 \ ''\- ~\ ~ ~ D. To sell at public or private sale, for cash or credit, with or without security to exchange or to partition real or personal property and to give options for leases. E. To make distribution in kind. F. To compromise claims. IN WITNESS WHEREOF, I nlve hereunto set my hand this ]>oiiJ. day OfS(~4e.V' 1983. /:' C~ 0 SIGNEoUd3i5 /0: ~rULC7 The preceding instrument, consisting of this and two other typewritten pages each identified by the signature of the Testatrix was on the day and date thereof signed, published and declared by the Testatrix therein named as and for her last will, in the presence of us, who at her request, in her presence and in the presence of each other have SUbscr~~e~ (1a1fiMJ~YHCt COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I;le c"lAlsiopl--tlr' (,~~.", andCohSTan~L S. Rall1f~:lwitnesses 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 Testatrix sign and execute the instrument as her last will; that she signed willingly and executed it as her free and voluntary act for the purposes 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 the time 18 or more years of age. of sound mind and under no constraint or undue influence. ti~;~ Sworn and subscribed to before me this e:< J) J day of .3~1e......,kn983. ~~~r~bl~ lCARe! F. aYERS, NoIo'1' P.,I,1;. .. North HClnov-r ~;. Carlisle, CU'Tl!;),~ ,.r-.-,,"'! ~1 T_ Exp.r._ ,'.-.. ;' \ 17013 1 !.'7 PAGE TWO OF THREE PAGES l' ~j ~ I \~ ~~ ,'R U,'~ \~ ~ COMMONWEALTH OF PENNSYLVANIA 55 COUNTY OF CL~ERLAND I, ARDITH. T. RUDENSEY, whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed ;lnd executed the instrument as my last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn and affirmed to and acknowledged ---.' ~ ..-::::> / "~;J/ /J C ~/! dco'~ \ _ L<~~,<-~e, ARDITH T. RUDEN EY. I before me this ~r4 day OfS~83. ~/7V~. ~~ Notary Public .kARER Pi 9YEllS, NOlory Publl. Addres s: it North Hona'''' St. Carlisle, Cum': -.I~::,..t . '. ?^ 170\3 My Commission expires: My Term Ex;)i.'~;: - ", \ ):..7 PAGE THREE OF THREE PAGES Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Ardith T. Rudensey 112-03-5341 April 1, 2006 Account #: 1671009851 Type: In the name of: Ardith T Rudensey Date of Death Balance: Int.(YTD) from 1/1/2006 to Accrued interest to date of death: Other Info: Checking Open date: 1/20/1998 $8,844.56 3/7/2006 $1.36 $4.70 Account #: 1674001928 Type: Savings Open date: 9/13/1995 In the name of: Ardith T Rudensey or Mary B Fitts or R Leon Fitts, Joanne Weissman POA Date of Death Balance: $640.31 Int.(YTD) from 1/1/2006 to 3/31/2006 $0.95 Accrued interest to date of death: $0.00 Other Info: Account #: 1674005085 Type: Savings In the name of: Ardith T Rudensey, Joanne Weissman POA Date of Death Balance: $13,181.11 Int.(YTD) from 1/1/2006 to 1/31/2006 Accrued interest to date of death: $0.00 Other Info: Open date: 1/20/1998 $19.48 Page 1 of 1 ( ( 'I t" " 1'! 'I \1 ' ./ J t :' '