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45 records
Start with Rec # 1 26
.Idfininstdescrtypenocommentdetailfreqtodoaccidaccpassword
31Marlin Family Trust3Z43491110Yvonne successor trustee, http://biketrain.net/misc/data/Trust2006.pdf?MFidelity inheritor services 800-544-0003. regarding transition. Hampshire and Condo also in trust. templeton cost basis $13jobtraklitejackieI522543_
41IRA - Paul4126998826contingent benef K,Y & D 1/3 each per sterpes, chg 3/31/17?MjobtraklitejackieF522543_
71IRA - Managed, Jeanine4413870730contingent benef K,Y & D 1/3 each per sterpes, chg 3/31/17?Mjobtraklite1jackieF522543_
121IRA - Managed, Paul4Y90936662contingent benef K,Y & D 1/3 each per sterpes, chg 3/31/17?MjobtraklitejackieF522543_
142Checking5444332Pay on death account subsidiary of United Community Bank?MCheck with bank re transition; bank expects you to change password every once in a whilejobtraklitejackieM522543_
152Money Market Fund52011287560.60% int, max 6 trans / mo, excl banking officeNAjobtraklitejackieM522543_
176Bright Start TE College savings plan75000258714current beneficiary Izabella; can be changed to next grandchildMFeed Money as needed; contributions are tax deductible on Ill income tax. Current benef Izabella; change when she graduatesjobtraklitejackieB522543_
1870Home, 1815 Hampshire923-1-2087-000-00filed in name of trust; prop tax due 7/15 & 9/1?M
1968Diann and Andrew consolidated rentals + home8current interest 3.5%; balloon due 51 months after 05/22/15, mo pmt 1387.58Monthly auto deposit to Mercantile BankMnonelongmont
218Amtrak Guest Rewards World Mastercard105524-3104-4402-2197Paul's account; Jeanine also on account; annual feeeBill sent to United Communiity Bank Bill Pay; also email reminderMexp 7/24jobtraklite2012Jack_5225
228Amtrak Guest Rewards Platinum Mastercard105259 8696 1131 2831Jeanine's account; Paul also on account; no annual feeeBill sent to United Communiity Bank Bill Pay; also email reminderMjobtraklite1jackieA522543_
2366Home owner insurance - Hampshire10?Started 8/15/20; expires Aug 15, 2021; replaced SafecoCC at Quincy Insurance GroupA
2458Medicare Supplement - Paul10XOS957013289currently $277.11/mo, group # IST300, prescription not includedmonthly premium automatically deducted from Mercantile checkingMcanceled as of 1/1/23; change bank to mfjobtrakliteJack*5225
2511Medicare advantage plan - Jeanine10ID 101042214500$0 premium for 2023, includes prescription coverageif premium, then automatically deducted monthly from Mercantile checkingMpay co-pays to providersjobtraklite2jackieC522543_
2613Gas & Electric - Vermont St.103645010249eBill sent to United Communiity Bank Bill Pay; also email reminderMmarlin@biketrain.netjack_5225
2716Water, Sewer, Recycling - Quincy1026269-26046Water shut off and account stops when in FloridaAutomatic monthly merc debit card payment, include recyclingMcall to stop when leaving for Florida. Need someone here to restart.marlin@biketrain.netjackieW522543_
2865IRS quarterly estimated payment10420-54-3257&392-48-9524quaterly pmt = 1/4 prior year tax liabilityCC via pay1040.com (cost 1.88%, earns $.03 toward Amtrak travel)QSelect make a payment
2915Illinois Income tax estimated payment10420-54-3257&392-48-9524quaterly pmt = 1/4 prior year tax liabilitybank draft via My Tax Illinois website; go to Payments: Make an IL-1040, IL-1040-ES, or IL-505-I paymentQ
3012Sunday collection - SFS10Envelope #: 128$25 when home, $130 when in FLMonthly automatic OSV giving with J's FNBO CCMchange when movejobtraklitejack5225
3112Alaska parish donation10Envelope #: 128$25/moAutomatic monthly payment OSV Giving with J's FNBO CCM
3266Auto insurance - Honda102010046895Started 8/15/20; expires Aug 15, 2022; replaced SafecoCC at Quincy Insurance GroupA
3418Hosting service - Host-ed10biketrain.netNext due date 08/11/2022; $4-5 per monthinvoice for 3 yrs via email; can call for less time; pay via CC at site3can drop, along with biketrain.net domain name, when no longer neededmarlin@biketrain.netjackieH522543_
3618Domain name registration (biketrain.net)10biketrain.netnext due date 24/11/2022, $11.99email invoice; pay via CC or paypal at siteAcan drop, along with host-ed web hosting service, when no longer neededmarlin@biketrain.netjackieH522543_
4224Internet service - fiber optic103158300 000 000 0000lifetime monthly rate 49.95 + 4.50 modem; pay via Fido bill pay upon receipt of email billP's FNBO CC on file at https://adams.smarthub.coop/Login.html#login:Mdrop when no longer neededmarlin@biketrain.netjackieI522543_
4329Hosting service - X1010nonebike tour blogs+St Francis food pantry appP's FNBO CC on fileQapprox $71/yr; automatically updates annually; last pmt Aug 27, 2020. Keep paying as long as food pantry uses it.marlin@biketrain.netPv5clQ2c2rhc