HomeMy WebLinkAbout08-31-07
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } 5S
COUNTY OF Cumberland }
Larry E. Shambaugh and Sally J. Shambaugh
Personal Representative(s) of the Estate of Laura Mary Shambaugh
File Number 21-06-1122
deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate
and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite 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 outside of the
Commonwealth of Pennsylvania except that which appears in a morand~. at the e this inve tory.
I verify that the statements made in this InVen-} C-.. e ~ '-0
tory are true and correct. I understand that false state- .
ments herein are made subject to the penalties of } Larry~.; ham~baUgh. / L' . #vL ~ _2~ ,.0'
18 Pa,C.S. S 4904 relating to unsworn falsification to ___~ _-. .~~ _~ v ~ 'J
authorities, Sally J. S1iiam augh
Attorney -- (Name)
(Firm)
(Address)
(Telephone)
Michael L. Bangs
(Supreme Coult J.D. No.)
41263
429 South 18th Street, Camp Hill, PA 17011
717/730-7310
DATE OF DEATH
12/07/2006
LAST RESIDENCE 1159 S. Spring Garden Street
Carlisle, PA 17015
FIGURES MUST BE TOTALED
DECEDENTS soc. SEC. NO.
200-36-7769
Personal Propertv
Cash.. ..................... .............................................................................
Persona I Property................................. ............................................
Stocks/Listed ............ .............. ................ ...........................................
Stocks/Closely Held .........................................................................
Bonds.................................................................................................
Partnerships and Sole Proprietorships ........................................
Mortgages and Notes Receivable..................................................
All Othe r Property................ ............. ................................................
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64,506.30
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Total Personal Property...........................................
64,506.30
Total Real Property..... ..............................................
179,814.71
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. 10-13-2001i
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } 55
COUNTY OF Cumberland }
File Number 21-06-1122
DATE OF DEATH
12/07/2006
LAST RESIDENCE
1159 S. Spring Garden Street
Carlisle, PA 17015
DECEDENTS SOC SEC. NO.
200-36-7769
Cash
Automobile - 1992 Chevrolet Truck (see Bill of Sale attached)
400.00
Automobile - 2000 Kia Sephia (see Bill of Sale attached)
2.000.00
Citizens Bank - Account #6100727602
2.802.53
Citizens Bank - Account #6200843876
28.771.26
Ohio National Financial Services - Life insurance paid to estate
3.588.22
Wachovia Bank. N.A. - Account #247412041056505
2.388.25
Wachovia Bank, N.A. - Account #247412041364989
1.667.84
Wachovia Bank, N.A. - Account #247412051747215
1.092.96
Wachovia Bank, N.A. - Account #3083380519060
21.795.24
Total Cash
64.506.30
Real Estate
Real Estate - 1159 S. Spring Garden Street, Carlisle; sold on July 20, 2007; see
settlement sheet attached.
179.814.71
Total Real Estate
179.814.71
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
244.321.01
BANGS LAW OFFICE
429 SOUTH 18TH STREET
CAMP HILL, PA 17011
E-mail: mikebangs@verizon.net
PHONE: 717-730-7310
FAJ{: 717-730-7374
MICHAEL L. BANGS, Attorney-at-Law
WENDY K. STRAUB, Paralegal
WILLIAM E. MILLER, JR.
Of Counsel
August 30, 2007
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
RE: Estate of Laura Mary Shambaugh
File No. 21-06-1122
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Dear Mrs. Strasbaugh:
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Enclosed you will find the following:
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1. The original and one copy of the Pennsylvania inheritance tax return;
2. The original inventory; and
3. A check in the amount of$30.00 to pay the filing fee.
The executors previously made an estimated tax payment on March 6,2007. As a result ofthat
payment within the discount period, a refund is due in the amount of$70.15.
Please return a filing receipt to me in the enclosed, stamped, pre-addressed envelope.
If you require anything further, please contact me.
Very truly yours,
~
Michael L. Bangs
wks
Enclosures
cc: Ms. Sally J. Shambaugh
Mr. Larry E. Shambaugh