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Pemberwick - Ray's rollover IRA, second quarter 2026

personas/retired-couple/files/documents/statement-ira-ray-2026-q2.pdf
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                                                                        One Pemberwick Square
                                                                          Milwaukee, WI 53202

Pemberwick Trust Company                                                       (855) 555-0195
                                                                          pemberwick.example




Rollover IRA - Statement for April 1 to June 30, 2026
Account owner: Raymond C. Ostrander

Account: Rollover IRA ending 2086

Advisor: Thomas Kittleson, CFP, Fernhollow Wealth Advisors, (608) 555-0148

Account summary
                                                                                  Amount

 Value on April 1, 2026                                                       $741,220.65

 Withdrawals                                                                    -$7,000.00

 Change in the value of investments                                            $17,685.47

 Value on June 30, 2026                                                       $751,906.12


Holdings on June 30, 2026
 Holding                                                Share                        Value

 U.S. total stock market index fund                     38%                   $285,724.33

 International stock index fund                         12%                    $90,228.73

 Intermediate-term bond index fund                      30%                   $225,571.84

 Short-term Treasury fund                               12%                    $90,228.73

 Money market fund                                      8%                     $60,152.49

 Total                                                  100%                  $751,906.12


Required minimum distribution for 2026
                                                                                  Amount

 Value on December 31, 2025                                                   $742,318.40

 Your age at the end of 2026                                                            73

 Divisor from the Uniform Lifetime Table                                              26.5
                                                                                              Amount

 Required minimum distribution for 2026                                                    $28,012.02

 Withdrawn from January 1 to June 30, 2026                                                 $14,000.00

 Still to be withdrawn in 2026                                                             $14,012.02

Scheduled withdrawals: $7,000.00 on September 15, 2026, and $7,012.02 on December 15,
2026.

Withdrawals this year
 Date           Gross         Federal tax             Wisconsin tax                  Paid to checking
                              withheld (12%)          withheld (5%)                      ending 3306

 March 16,      $7,000.00     $840.00                 $350.00                                $5,810.00
 2026

 June 15,       $7,000.00     $840.00                 $350.00                                $5,810.00
 2026


Beneficiaries on file
                                                                                          Beneficiary

 Primary                                                         Margaret A. Ostrander, spouse, 100%

 Contingent             Ellen M. Sievert, David R. Ostrander and Katherine L. Ostrander, one third each

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Record

Pemberwick - Ray's rollover IRA, second quarter 2026 Document · saved Jul 14, 2026

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Planted

someone_elses Peg and Ray each have one of nearly everything, an IRA statement included. Both take atorvastatin, at different doses. Only Peg's health care power of attorney is scanned. "My" means Peg's.

only_in_file Facts that are in no record field but overlap across files, in different words. The appraised values of the Omega ($4,150) and the pearls ($1,900) are in the 2024 appraisal and on the valuables schedule; the 2016 appraisal has older figures. The successor trustees and the specific gifts are in the trust. What happens to the cabin is in the trust (sold), in the amendment that replaced that paragraph (kept by the three children; the saved amendment is a scan with no text) and in the lawyer's letter that explains the amendment. Ray's 2026 required withdrawal ($28,012.02) is on the IRA statement and in the advisor's letter, and the 2025 tax summary gives it as "about $28,000". The porch change order is in the contract; the receipt says only that the porch came in $800 over.

attachments.yaml 
record: doc-statement-ira-ray-2026-q2
template: document
style: statement
org:
  name: Pemberwick Trust Company
  lines:
  - One Pemberwick Square
  - Milwaukee, WI 53202
  phone: '8555550195'
  web: pemberwick.example
  color: '#1c3a2e'
title: Rollover IRA - Statement for April 1 to June 30, 2026
body: '**Account owner:** Raymond C. Ostrander


  **Account:** Rollover IRA ending 2086


  **Advisor:** Thomas Kittleson, CFP, Fernhollow Wealth Advisors, (608) 555-0148


  ## Account summary


  | | Amount |

  |---|---|

  | Value on April 1, 2026 | $741,220.65 |

  | Withdrawals | -$7,000.00 |

  | Change in the value of investments | $17,685.47 |

  | Value on June 30, 2026 | $751,906.12 |


  ## Holdings on June 30, 2026


  | Holding | Share | Value |

  |---|---|---|

  | U.S. total stock market index fund | 38% | $285,724.33 |

  | International stock index fund | 12% | $90,228.73 |

  | Intermediate-term bond index fund | 30% | $225,571.84 |

  | Short-term Treasury fund | 12% | $90,228.73 |

  | Money market fund | 8% | $60,152.49 |

  | **Total** | 100% | **$751,906.12** |


  ## Required minimum distribution for 2026


  | | Amount |

  |---|---|

  | Value on December 31, 2025 | $742,318.40 |

  | Your age at the end of 2026 | 73 |

  | Divisor from the Uniform Lifetime Table | 26.5 |

  | Required minimum distribution for 2026 | $28,012.02 |

  | Withdrawn from January 1 to June 30, 2026 | $14,000.00 |

  | Still to be withdrawn in 2026 | $14,012.02 |


  Scheduled withdrawals: $7,000.00 on September 15, 2026, and $7,012.02 on December 15, 2026.


  ## Withdrawals this year


  | Date | Gross | Federal tax withheld (12%) | Wisconsin tax withheld (5%) | Paid to checking ending
  3306 |

  |---|---|---|---|---|

  | March 16, 2026 | $7,000.00 | $840.00 | $350.00 | $5,810.00 |

  | June 15, 2026 | $7,000.00 | $840.00 | $350.00 | $5,810.00 |


  ## Beneficiaries on file


  | | Beneficiary |

  |---|---|

  | Primary | Margaret A. Ostrander, spouse, 100% |

  | Contingent | Ellen M. Sievert, David R. Ostrander and Katherine L. Ostrander, one third each |

  '