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R TAX PREPARATION. Check Number Date Written 2012 CHECKS WRITTEN/BILL PAYMENTS Date Cleared Payee Amount Client Workspace 0496 11/08 11/09 LESLEY GROFF TOTAL CHECKS WRITTEN/BILL PAYMENTS ACTIVITY 105.424.00 105,424.00 EFTA00313540 Merrill Lynch Bank of America Corporation MR DANIEL M GROFF AN

Bank of America Corporation loft2 MR DANIEL M GROFF Y K GROFF T Page 2012 TAX REPORTING STATEMENT

adjusted gross income on your income tax return. See the instructions for Form 1040 to see where to take this deduction. Line 3 - Shows interest on U.S. Savings Bonds. Treasury bills, Treasury bonds. and Treasury notes. This may or may not be all taxable. See Publication 550, Investment Income and Expenses. This

SCHWAB Schwab One@ Account of LESLEY KATHERINE GROFF Account Number Recipient's Name and Address 02

of the Treasury-Internal Revenue Service Box Description Copy B for Recipient (OMB No. 1545-0112) Total 1 Interest Income 0.02 3 Interest on U.S. Savings Bonds and Treasury Obligations 0.00 4 Federal Income Tax Withheld 0.00 5 Investment Expenses $ 0.00 6 Foreign Tax Paid $ 0.00 7 Foreign Count

l Lynch Bank of America Corporation MR DANIEL M GROFF Y K GROFFIlli. Account No. Tax a er No. Page

adjusted gross income on your income tax return. See the instructions for Form 1040 to see where to take this deduction. Line 3 - Shows interest on U.S. Savings Bonds. Treasury bills, Treasury bonds. and Treasury notes. This may or may not all be taxable. See Pub. 550. This interest is exempt from state and local

484 Account No: Account Name: LESLEY KATHERINE GROFF & Taxpayer Identification Number: Account Execu

- 2331 2013 FORM 1099-INT: INTEREST INCOME (OMB N0.1545-0112) 1 Interest Income not included in box 3 2 Early withdrawal penalty 3 Interest on U.S. Savings Bonds and Treasury obligations 4 Federal income tax withheld 5 Investment Expenses 6 Foreign tax paid 7 Foreign country or US possession 8 Tax-E

From: Ike Groff To: Peanut Groff Subject: Fwd: Date: Thu, 09 M

k index is up 1,693% in my lifetime. While that's still only twice the rate of inflation, stocks performed a little better than the $50 dad put into U.S. Savings Bonds each month. By some measures, my family could have been considered poor. But we never saw ourselves that way. It came only when other people made e

nt Date: 03/15/2014 AMENDED 2013 DANIEL MICHAEL GROFF LESLEY KATHERINE GROFF JT TEN RECIPIENTS ID No:

adjusted gross income on your income tax return. See the instructions for Form 1040 to see where to take the deduction. Line 3. Shows interest on U.S. Savings Bonds. Treasury bills, Treasury bonds, and Treasury notes. This may or may not all be taxable. See Pub. 550. This interest is exempt from state and loca