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Home My WebLink About09-21-06 ...J 15056051058 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 "!Jf~V' ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year fl-( CXo Date of Birth 161-32-2529 04/03/2006 06/30/1938 Decedent's Last Name Suffix Decedent's First Name Rice Julius (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW . 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. Limited Estate File Number 3~::l. 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 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes REGISTER OF WILLS USE ONLY /"..:) = = c:r> R. Scott Cramer (717) 834-5700 Firm Name (If Applicable) First line of address o (- c;::O :'~J~~~ (J)~ P.O. Box 159 Second line of address City or Post Office 00 DA:r~ ~E6" ,-' :'J.J --I :::\.J .j..:> State ZIP Code Duncannon PA 17020 (.I') rq -0 N V ::1'1: N W \D -- MI w MI ::-:0 in C) C,) :'.0 CJ i---!-i CJ ()C'. ~"1 ~:.-':'f "r 1 C3 j'Tl ,- (./") (<~ Correspondent's e,mail address: Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements. and to the best of my knowledge and belief, it IS true;, correct and complete. Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~?;[;l;;i;;{:1REPRE~ENTATIVE . Qg-- i~/o b ,B.d ._f3--()~s.,t!t [) u u c..a. 'Y\.'Y\ ~.__ o-.__L,'1~ b_ ADDRESS , PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 --.J -.J 15056052059 REV-1500 EX Decedent's Name: Julius W Rice RECAPITULATION 1. Real estate (Schedule A). ............................................ 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested. . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) ............ ........ ..... .....12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O_ 17. Amount of Line 14 taxable at sibling rate X .12 32,893.40 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . .. . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 161-32-2529 Decedent's Social Security Number 125,000.00 121,956.37 46,728.92 293,685.29 19,301.21 272.45 19,573.66 274,111.63 0.00 274,111.63 32,893.40 32,893.40 15056052059 -.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Julius W Rice ---- -_.~-_._-- STREET ADDRESS 547 Boxwood Lane File Nllrnber DECEDENT'S SOCIAL SECURITY NUMBER 161-32-2529 CITY Carlisle STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 32,893.40 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits ( A + 8 + C ) (2) Total Interest/Penalty ( 0 + E ) (3) 4. If Line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) (5A) (58) 32,893.40 A. Enter the interest on the tax due. 32,893.40 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;.......................................................................................... ~ 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ [KJ 0 c. retain a reversionary interest; or.......................................................................................................................... [i] 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... [i] 0 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [i] 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? ........................................................................................................................ ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [72 P.S. 39116 (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 zero (0) percent [72 P.S. 39116 (a) (1.1) (ii)l. 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 zero (0) percent [72 P.S. 39116(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 four and one-half (4.5) percent, except as noted in 72 PS. 39116(1.2) [72 P.S 39116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 39116(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 A REAL ESTATE ESTATE of Julius W. Rice FILE NUMBER: 2006-00362 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which 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. ITEM DESCRIPTION VALUE AT DATE OF DEATH 1. Real estate situate at 547 Boxwood Lane, South Middleton Township, Cumberland County, Pennsylvania (see settlement sheet attached) 125,000.00 TOTAL (Also enter on line 1 Recaoitulation) (Ifmore space is needed. insert additional sheers of same size.) $ 125.000.00 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF Julius W. Rice FILE NUMBER: 2006-60362 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH Members First Federal Credit Union P. O. Box 40 Mechanicsburg, PA 17055 a. Sav. Acct. : 36262-00 interest accrued to d.o.d. 0.00 25.00 b. Chk. Acct. : 36262-11 3,684.40 interest accrued to d.o.d. 0.04 3684.44 c. Money Mgmt. Acct. : 36262-05 24,454.33 interest accrued to d.o.d. 2.24 24,456.57 d. Cert. of Dep. Acct: 36262-43 10,000.00 interest accrued to d.o.d. 1. 89 10,001. 89 e. Cert. of Dep. Acct: 36262-44 10,000.00 interest accrued to d.o.d. 2.18 10,002.18 f. Cert. of Dep. Acct: 36262-45 10,000.00 interest accrued to d.o.d. 2.18 10,002.18 g. Cert. of Dep. Acct: 36262-46 10,772.31 interest accrued to d.o.d. 2.18 10,774.49 h. Cert. of Dep. Acct: 36262-47 10,772.31 interest accrued to d.o.d. 2.18 10,774.49 i. Cert. of Dep. Acct: 36262-49 10,000.00 interest accrued to d.o.d. 2.42 10,002.42 j. Cert. of Dep. Acct: 36262-50 10,230.51 interest accrued to d.o.d. 2.20 10,232.71 3. Automobiles 2001 Aurora Sedan Pontiac 12,000.00 2003 Ford Ranger Pick-Up 10,000.00 (see attached appraisals) TOTAL (Also enter on line 5. Recaoitulation) $ 121, 956 . 37 (lfmore space is needed, insert additional sheers of same size.) SCHEDULE G TRANSFERS EST A TE OF Julius W. Rice File No.. 2006-00362 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM VALUE NUMBER TOTAL VALUE DESCRIPTION OF PROPERTY EXCLUSION OF ASSET DECO. DOLLAR VALUE OF % DECEDENT'S INT. INTEREST Thrift Savings Plan P.O. Box 385021 Birmingham, AL 35238-0307 Tax-deferred Retirement Savings Plan 46,728.92 TOTAL (Also enter on line 7. Recaoitulation) (lfmore space is needed, insert additional sheers of same size.) $46.728.92 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Julius W. Rice FILE NUMBER 2006-00362 Debts of decedent must be reported on Schedule I ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: Funeral Home - David M. Myers Funeral Home $ 5,589.07 ADM IN ISTRA TIVE COSTS: I. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) /EIN Number of Personal Representative(s) Street Address: City State Zip 2 A TTORNEY FEES R. Scott Cramer Law Office 11,810.56 3 . FAMILY EXEMPTION: (If decedent's address is not the same as claimant's, attach explanation) Claimant - Street Address - City - State Relationship of Claimant to Decedent Zip - 4. PROBATE FEES - Register of Wills of Cumberland County 291.00 226.55 5. EST ATE NOTICE - The Sentinel & Cumberland Law Journal 6. South Middleton Township Municipal Authority -water & sewer 216.70 7. Register of Wills - Short Cert. 16.00 8. Sprint & Embarq - Telephone 61.45 ESTATE OF CONTINUED SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 2006-00362 Debts of decedent must be reported on Schedule I ITEM NUMBER DESCRIPTION AMOUNT 9. Judy A. Campbell, Tax Collector 326.18 10. Comcast - Cable 47.81 II. Met-Ed - Electric 191.49 12. Tiger Trash 316.60 13. Office of the Prothonotary - Divorce Decree (copy) 9.00 14. PNC Bank - Service Fee - estate checking account 5.00 15. A 0 L - Internet service 51.80 16. Anna K. Atanasoff - Reimbursement for H.O. Insurance 142.00 TOTAL (Also enter on line 9 Recaoitulation) $ 19301.21 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF Julius W. Rice File Number: 2006-00362 ITEM DESCRIPTION AMOUNT 1. G M Cardmember Services 272.45 TOTAL (Also enter on line 10 Recaoitulation) (If more space is needed. insert additional sheers of same size.) 272.45 SCHEDULE J BENEFICIARIES ESTATE OF Julius W. Rice FILE NUMBER: 2006-00362 ITEM NUMBER OF ESTATE NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT SHARE A. Taxable Requests: 1. Anna K. Atanasoff 213 Basin Hill Rd. Duncannon, PA 17020 Sister 100% ITEM AMOUNT OR NUMBER OF ESTATE NAME AND ADDRESS OF BENEFICIARY SHARE B. Charitable and Governmental Bequests: NONE CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ (If more space is needed. insert additional sheets of same Size) A. Settlement Statement u.s. Department of Housing and Urban Development ~ OMB Approval No. 2502-0265 B. Tvee of Loan 1. 0 FHA 2. 0 FmHA 3. 0 Conv. Unins. 6. File Number 4. 0 VA 5. 0 Conv. Ins. 7. Loan Number 8. Mortgage Insurance Case Number C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c.)" were paid outside closing; they are shown here for informational purposes and not included in the totals D. Name and Address of Borrower E. Name and Address of Seller F. Name and Address of Lender John H. Billman Estate of Julius W. Rice P. O. Box 56 Newville PA 17241 Duncannon PA 17020 'G. Property Location' H. Settlement Agent 547 Boxwood Lane R. Scott Cramer South Middleton Township, Cumberland County Place of Settlement I. Settlement Date Carlisle PA Center Square 7/14/06 Duncannon PA 17020 Disbursement Date Lot: Block: 7/14/06 J. Summary of Borrower's Transaction 100 Gross Amount Due From Borrower K. Summary of Seller's Transaction 400 Gross Amount Due To Seller 101. Contract sales orice 125,000.00 401. Contract sales orice 125,000.00 102. Personal property 402. Personal orooertv 103. Settlement charges to borrower (line 1400) 2,029.50 403. 104 404. 105. 405. Adjustments for items Daid bv seller in advance Adiustments for items paid by seller in advance - 7/14/06 to 12/31/06 153.00 ~06. City/town taxes 7/14/06 to 12/31/06 153.00 406. Citv/town taxes 107. County taxes to 407. County taxes to 108. Assessments to 408. Assessments to 109. School 7/14/06 to 6/30/07 1,359.05 409. School 7/14/06 to 6/30/07 1,359.05 110. to 410. to 111. to 411. to 112. to 412. to 113. to 413. to -------- 114. to 414. to .--.------. 115. to 415. to 120. Gross Amount Due From Borrower 128,541.55 420. Gross Amount Due To Seller 126,512.05 200. Amounts Paid Bv Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller 201. Deoosit or earnest money 5,000.00 501. Excess deDosit (see instructions) 202. Princioal amount of new loan(s) 502. Settlement charaes to seller (line 1400) 2,904.89 203. Existina Joan(s) taken subiect to 503. Existina loan(s) taken subject to 204. 504. Payoff of first mortaaae loan ?~------- 505. PaYOff of second mortaaae loan 206. 506. _ _ _ _on ----~--------.- 207. 507. -..---.-------...--- 208. - 508. ---------..-.----.-- ---- ?Q~------ 509. .. ___ Adju.s.tmentsfor items unpaid by seller _ AdlUSlments for items uneaid by seller -- ?1Q,_City/town taxes to 510. City/town taxes to 211. County taxes to 511. Countv taxes to 212. Assessments to 512. Assessments to 213. to 513. to 214. to 514. to 21 ~_____.__ to 515. to 21.~,--_._____.__ to 516. to 217. to 517. to -" ..--------- 21-'~:._____..___ _____. to I 518. to ~1~___ ____. to 519. to 220. Total Paid By/ForBorrower 5,000.00 520. Total Reduction Amount Due Seller 2,904.89 128,541.55 5,000.00 303. Cash IX! From o To Borrower 123,541.55 603. Cash IX! To o From Seller 126512.05 2,904.89 ) 123,607.16 The undersigned hereby acknowledge the receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein. I HAVE CAREFULLY REVIEWED THE HUD-l SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. I FURTHER CERTIFY THAT I HAVE RECEIVED A COpy OF THE HUD-l SETTLEMENT STATEMENT. BORROWER SELLER BORROWER ______._._____.._____ SELLER TO THE BEST OF MY KNOWLEDGE, THE HUD-1 SETTLEMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE FUNDS WHICH WERE RECEIVED AND HAVE BEEN OR WILL BE DISBURSED BY THE UNDERSIGNED AS A PART OF THE SETTLEMENT OF THIS TRANSACTION. WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010. Previous Edition Is Obsolete HUD-1 (3-86) RESPA, HB 4305.2 L. Settlement Charges 700. Total Sales/Broker's Commission based on price $ 125,000.00 @ %= 0.00 Paid From Paid From Division of Commission (line 700) as follows: Borrower's Seller's .-....-- Funds At Funds At 701 $ to Settlement Settlement 702. $ to 703. Commission paid at Settlement 704. 800. Items Pavable In Connection With loan 801. Loan Oriaination Fee % 802. Loan Discount % 803. Appraisal Fee to 804. Credit Report to 805. Lender's Inspection Fee 806. MortgaQe Insurance Application Fee to 807. Assumotion Fee 808. ,,---..-.----- 809. ._--_...~-~--_._._..- 810. 811. 812. 813. 900. Items Reauired By lender To Be Paid In Advance Exclude last dav in cales - line 901 901. Interest from to (ii)$ / day 902. Mortgaae Insurance Premium for months to 903. Hazard Insurance Premium for years to 904. years to 905. 1 O~O-'- Rese~~ Deposited With lender 1001. Hazard insurance 1002. Mortgage insurance 1003. City propert~xes 1004. Count ro rt taxes 1005. Annual assessments $ $ $ $ $ $ $ 1100. Title Charges ~ !91. Settlerl1~n!.or closing fee 1..1.Q.2-,- Ab~i!l.~! or title search 1103. Title examination & certification .1104: Title insurance binder 1105. D.ocument preparation 1106. Notary fees 1107. Attome 's fees (Includes above items numbers: 1108. Title insurance ._._(Includes above items numbers: ~.9~ender's coverage !1.!.9.:.Owner's coverage_ 1111 1112. 1113. 12~~: Government Recordln .1.201. Recording fees: Deed $ ~202. ~count tax/stam s: Deed $ 1203. State tax/stamps: Deed $ 1204. 1205. 1~00. Additional Settlement Charges ~3.o.!c Survey_.._____n_ to 1302. Pest inspection to 1303. Real Estate School Taxes 1304. Courier Fee to John Billman ----------.---.-- to R. Scott Cramer to The Sentinel A enc to R. Scott Cramer $675.00 100.00 136.00 500.00 to to to Cash to 5.00 to $ $ : Releases $ 38.50 1 250.00 $ $ 1,250.00 1,404.89 250.00 1305. -------------- --.- 1306. 1307. 1308. 1400. Total Settlement Charges (enter on lines 103, Section J and 502, Section K) 2029.50 2 904.89 I HAVE CAREFULL Y R~V ED THE HUD-1 SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND ACCURATE STATEMENT OF ALL R EI SAN BURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. I FURTHER CERTIFY THAT I HAVE RECEIVE~...A COpy 0 THE - ELEMENT STATEMENT. /? ~ ... BORROWER --=---. SELLER ~)f:~~rL/../. Od~/P1 John H. Billman Estate of Julius W. Ric~ I BORROWER..._._._ SELLER EMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE FUNDS ILL BE DISBURSED BY THE UNDERSIGNED AS A PART OF THE SETTLEMENT OF THIS TRANSACTION. WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010. U.S. GOVERNMENT PRlNnllG OFFICE: 11190.144-245 *****~ * .. * * THRIFT SAVINOS PLAN Thrift Savings Plan P.O. Box 385021 Birmingham, AL 35238-0307 7/26/2006 R. SCOTT CRAMER ATTORNEY AT LAW 5 S MARKET ST P.O. DRAWER 159 DUNCANNON, P A 17020 Dear Sir or Madam: This is in response to a letter, to the Thrift Savings Plan (TSP) Service Office requesting information regarding the TSP account of Julius W. Rice. The TSP is one part of the retirement system created for Federal employees in the Federal Employee's Retirement System Act of 1986. (See 5 U.S.C. ~ 8351, 8401-79). The TSP is a tax- deferred retirement savings plan similar to those authorized under section 401 (k) of the Internal Revenue Code for private sector employees. The TSP began accepting contributions from Federal employees in April 1987 and from members of the Uniformed Services in January 2002. TSP accounts are valued on a daily basis as of the end of each business day. As of April3rd, 2006, the balance in Mr. Rice's TSP was $46,728.92. We are mailing you a death benefit package that explains the requirements for liquidation. We hope this information has been helpful. Sincerely, ~ /Jtw Mrs. Linda Dean Chief Correspondence Officer Web: www.tsp.gov ThriftLine: 1- TSP- YOU-FRST (1-877-968-3778) TOO: 1-TSP-THRIFT5 (1-877-847-4385) MEMBERS tst FEDERALCREDrr UNION Page 1 5000 Louise Drive · P.o. Box 40 · Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . wwvv.members1st.org CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Certificate Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPOSIT: Account NumberlSuffix Date Certificate Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 36262 -47 03/25/2004 $10,772.31 $2.18 $10,774.49 None 36262 -49 OS/25/2005 $10,000.00 $2.42 $10,002.42 None 36262 -50 09/01/2005 $10,230.51 $2.20 $10,232.71 None JI;.~RS~ST FERAL CREDIT UNION . ,~/a< .~:t: D nise A. olfe Insurance Services S pervisor May 9, 2006 Estate of: JULIUS W. RICE Date of Death: 04103/2006 Social Security Number: 161-32-2529 . Bern Little (717) 266-6966 - ....... Garrett Bros. Ad6 Stdu "S"," 1912" 685 York Haven Road York Haven. PA 17370 Quality Cars Bank Financing M'l'2tO -,....~ lIMN.. ..' .' cut ",0 litO' I(G.<:AI . 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