HomeMy WebLinkAbout10-16-07
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INVENTORY
REGISTER OF WILLS OF Cumberland
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENN5YL VANIA
COUNTY OF Cumberland
} 55
File Number 21-07-0784
Personal Representative(s) of the Estate of Mary S. Stapf
deceased, depose(s) and say(s) that the items appearing in the following inventory include all ofthe 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 memorandum at the end of this inventory.
I verify that the statements made in this Inven- }
tory are true and correct.. I understand that false state-
ments herein are made subject to the penalties of
18 Pa.C.S. ~ 4904 relating to unsworn falsification to
authorities.
~t.( ~~;t
~ ec.u~re..
Attorney __ (Name) Robert R. Church, Esq.
(Address) Keefer Wood Allen & Rahal, LLP,
(Telephone) 717-255-8059
(Supreme Court J.D. No) 40385
P.O. Box 11963, Harrisburg, PA 17108-1963
DATE OF DEATH
LAST RESIDENCE
DECEDENTS soc. SEC. NO.
8/2/07
Messiah Village, Lower Allen Township, Cumberland County, PA
186-38-0954
FIGURES MUST BE TOTALED
See attached sheet
243,687.12
( -1
\...
c.)
o
(Attach additional sheets as needed)
TOTAL:
243,687.12
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may. at the election of the personal representative inelude the value of each
item, but such figures should not be extended into tbe total of the Inventory. (See 20 Pa. C.S. .11. 330 1 (b))
Form RW-09 rev. 10.13.06
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RECEIPTS OF PRINCIPAL
Estate of Mary S. Stapf
As of 10/10/2007
Assets Listed in Inventory
(Valued as of date of death)
Cash on Hand
Social Security Benefit Payment
Money Market Accounts
Hershey Trust Company Revocable Trust Money Market Cas
Mutual Funds
Hershey Trust Equity REIT CTF
22 Units $7.40 Accrued Dividend
Hershey Trust Value Equity CTF
138 Units $75.76 Accrued Dividend
Hershey Trust Fixed Income CTF
127 Units $513.63 Accrued Dividend
Federal Notes and Bonds
Federal Home Loan Mtg Corp Mtn
10,000 Units $96.25 Accrued Interest
Corporate Bonds
JP Morgan & Co Income Mtn BE
25,000 Units $70.83 Accrued Interest
Refunds
Capital Blue Cross Premium Refund
TOTAL INVENTORY
$ 5,503.19
61,682.90
125,859.40
Page 1
Fiduciary
Acquisition
Value
$
1,521.10
13,879.94
193,045.49
9,869.39
25,237.76
133.44
$ 243,687.12
CHARLES W. RUBENDALL II
ROBERT L. WELDON
EUGENE E. PEPINSKY. .JR.
.JOHN H. ENOS m
GARY E. FRENCH
DONNA S. WELDON
BRADFORD DORRANCE
.JEFFREY S. STOKES
ROBERT R. CHURCH
STEPHEN L. GROSE
R. SCOTT SHEARER
ELYSE E. ROGERS
CRAIG A. LONGYEAR
.JOHN A. FEICHTEL
DONALD M. LEWIS m
STEPHANIE KLEINFELTER
ERIC R. AUGUSTINE
TODD F. TRUNTZ
CAROL L. VERISH
KEEFER WOOD ALLEN & RAHAL, LLP
ATTORNEYS AT LAW
210 WALNUT STREET
P. O. BOX 11963
HARRISBURG, PA 17108-1963
ESTABLISHED IN 1878
OF COUNSEL:
HEATH L. ALLEN
N. DAVID RAHAL
SAMUEL C. HARRY
PHONE (7171 255-8000
WEST SHORE OFFICE:
635 NORTH 12'" ST.. 4'" FLOOR
LEMOYNE. PA 17043
1717) 612-5800
EIN No. 23-0716135
www.keeferwood.com
WRITER'S CONTACT INFORMATION:
(717) 255-8032
Fax: (717) 255-8003
E-Mail: sgarcia@keeferwood.com
October 15, 2007
Cumberland County Register of Wills
One Courthouse Square
Carlisle, P A 17013
Re: Estate of Mary S. Stapf, deceased
Madam,
I am enclosing three copies of the Inventory for this estate and a check in the
amount of$15.00 for the filing fee. Please date-stamp one copy of the inventory and
return it to me in the enclosed, self-addressed envelope. Thank you for your attention to
this matter.
Please do not hesitate to call me if you have any questions.
Very truly yours;
KEEFER WOOD ALLEN & RAHAL, LLP
By ~ ~~.
Sharon M. Garcia
Legal Assistant for Trusts & Estates
Enclosures
Cc: John S. Stapf, Jr., Executor
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