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Home My WebLink About09-05-07 (2) 4 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENN YLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland Walter E. Panko Personal Representative(s) of the Estate of } SS } File Number 21-07 -0017 Caroline M. Panko deceased, depose(s) and say(s) that the items ap~earing in the following inventory include all of the personal asse wherever situate and all of the real estate in the Commonwealth of PennsYlvania of said Decedent, that the valuation placed opposit each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate 0 tside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- } ~ ~ e. p ~ tory are true and correct. I understand that false state- ments herein are made subject to the penalties of Walter E. Panko 18 Pa.C.S. 94904 relating to unsworn falsification to } authorities. 8-~\-o1 Attorney - (Name) (Firm) (Address) (Telephone) Michael L. Bangs (Supreme Court I. No.) 41263 429 South 18th Street, Camp Hill, PA 17011 717n30-7310 DATE OF DEATH 12/14/2006 LAST RESIDENCE 806 Oak Oval Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED DECEDENT SOC. SEC. NO. 211-14- 480 Personal Property Cas h.................................................................................................... Personal Property............ ...... ........... .................. .......... ...... .............. Stoc ks/Listed..................................................................................... Stocks/C lose Iy Held......................................................................... Bo n ds................................................................................................. Partnerships and Sole Proprietorships ........................................ Mortgages and Notes Receivable.................................................. All Other Property. ...................... .............. ............ ............ ................ 122,606.84 ~ <::;::,. c~ "-.J 219,44'->91 (") r'11 r- -0 CR I (f 5~ (./1 ;b. :J:: C".) - ;-1 _ ..; "}.J ( ) fT, - - Total Personal Property........................................... 342,054.75 Total Real Property................................................... Total Personal and Real Property........................... NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. ~ 3301 (b)) Form RW-D9 Rev. 10-13-2(}()(j Jw - INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-07 -0017 DATE OF DEATH 12/14/2006 I LAST RESIDENCE 806 Oak Oval Mechanicsburg, PA 17055 I DECEDENTS SOC. SEC. NO. 211-14-: 480 Cash Ameriprise - Reimbursement of pro-rated premium for long term care policy 512.64 Automobile - 2003 Chevrolet; see Bill of Sale attached 1.500.00 MetLife Insurance Co. - Policy/Contract No. 15 398 565 A. Amount taxable represents cash value of policy available to decedent at time of death. 3.298.97 PA State Employees Credit Union - Regular Savings 395.94 PA State Employees Credit Union - 36 Month CD 12.120.65 PA State Employees Credit Union - 24 Month CD 1.916.18 PNC Bank, N.A. - Certificate of Deposit 3.075.20 PNC Bank N.A. - Savings Account 12.791.49 PNC Bank, N.A. - Checking Account 800.38 Polish National Alliance - Life insurance paid to estate 2.049.00 Refund - Unearned acquisition fee from Messiah Village per letter of 1/4/07 82.489.64 Refund from Allstate Insurance - unearned automobile insurance premium 142.80 Refund from Bedford Fair Apparel 69.98 Refund from Highmark Blue Shield 53.69 Refund from Highmark Blue Shield 62.31 Refund from Highmark Blue Shield 175.65 (Attach additional sheets if necessary) Total Personal Property and Real Estate 342.054.75 -- 1 . INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENN YLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-07 -0017 DATE OF DEATH 12/14/2006 LAST RESIDENCE 806 Oak Oval Mechanicsburg, PA 17055 Refund from Highmark Blue Shield 139.89 Refund from Highmark Blue Shield 165.02 Refund from Highmark Blue Shield 7.98 Refund from Highmark Blue Shield 59.70 Refund from Highmark Blue Shield 43.10 Refund from Highmark Blue Shield 68.72 Refund from Malpezzi Funeral Home 100.00 Refund from Provider Services 29.52 Sovereign Bank - Account 1055445405 538.39 Total Cash 122.606.84 Stock I Listed 1.785.6230 Vanguard Group - GNMA Fund Investor Shares 18.284.78 341.8660 Vanguard Group -Intennediate- Tenn Treasury Fund Investor Shares 3.702.41 1.264.6580 shares Vanguard Group - Wellesley Income Fund Investor Shares 28.796.26 Wachovia Securities - Individual Retail Account 168.664.46 Total Stock I Listed 219.447.91 -2- BAN6S LAW OFFICE .29 SOUTH 18TH STREET CAMP HILL, PA 17011 E-mail: mikebanpaverizon.net PHONE: 717-730-7310 F}l)(: 717-730-737. MICHAEL L. BANGS, Attorney-at-Law WENDY K. STRAUB, Paralegal WILL M E. MILLER, JR. Of Counsel September 4, 2007 Glenda Farner Strasbaugh, Register of Wills Cwnberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Caroline M. Panko File No. 21-07-0017 Dear Mrs. Strasbaugh: Enclosed you will find the following: 1. The original and one copy of the Pennsylvania Inheritance Tax Return; 2. A check in the amount of $165.31 to pay the balance of the tax shown to be e. , 3. An original Inventory; and 4. A check in the amount of $30.00 to pay the filing fee. Kindly file the return accordingly and return a paid receipt to me in the enclosed stamped, pre-addressed envelope. If you require anything further, please contact me. \^~ Michael L. Bangs wks Enclosures cc: Mr. Walter E. Panko