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Home My WebLink About10-17-07 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERLAND } SS File Number 2007-00086 Personal Representative(s) of the Estate of Dorothy J. Bowman 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 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. S 4904 relating to unsworn falsification to authorities. 13~" <1, W Attorney -- (Name) Richard W. Stevenson, Esq. (Supreme Court J.D. No.) 7120 (Address) 100 Pine Street, P.O. Box 1166, Harrisburg, PA 17108-1166 (Telephone) (717) 237-5208 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. NO. January 16,2007 Lemoyne Borough, Cumberland County, Pennsylvania 200-36-0783 FIGURES MUST BE TOTALED SEE A TT ACHED 837,998.92 OJ '.-. ("") I ,,_.~ r.:) --~, , ' I. -'J -J f'.J (Attach additional sheets as needed) TOTAL: 837,998.92 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. S 330J(b)) Form R W-09 rev. 10. /3.06 ~ Estate Inventory Par Value Bonds, Debentures & T -Bills 20,000 Ball Corp. 6.875% Due 12/15/12 Interest at Date of Death 20,000 BB&T Corp. 5.2% Due 12/23/15 Interest at Date of Death 25,000 Electronic Data Systems 7.125% Due 10/15/09 Interest at Date of Death 25,000 FNMA 313359MWN9 3.530% due 10/19/07 Interest at Date of Death 25,000 Harleysville Group 5.750% Due 7/15/13 Interest at Date of Death 20,000 International Lease Finance Corp. 4.55% Due 10/15/09 Interest at Date of Death 10,000 PA Intergovernmental Coop Auth Spl Tax Rev Ref Philadelphia Fdg prog 5.25% Due 6/15/04 Interest at Date of Death 25,000 PA St Turnpike Commn 5% Due 7/15/28 Interest at Date of Death 25,000 Pennsylvania St First Ser 5% Due 6/1/17 Interest at Date of Death 15,000 Philadelphia PA 5% Due 9/15/31 Interest at Date of Death 15,000 Philadelphia PA Auth For Indl Dev 5% Due 5/15/10 Interest at Date of Death 10,000 Philadelphia PA General Obligation Unltd 5.25% Due 9/15/03 Interest at Date of Death Page 2 $ 20,250.00 118.40 19,601.40 66.44 26,017.00 450.26 24,677.50 213.27 24,316.50 3.99 19,543.60 230.03 10,342.80 45.21 26,525.75 3.47 25,978.00 156.25 15,441.60 252.08 15,613.05 2.08 10,546.30 176.46 Estate Inventory Par Value Bonds, Debentures & T -Bills 10,000 Philadelphia PA Sch Dist Ref Ser A 5% Due 8/1/14 $ 10,724.70 Interest at Date of Death 229.17 10,000 Pittsburgh PA due 9/01/19 Water & Swr Sys Rev 5% 10,121.70 Interest at Date of Death 187.50 10,000 Pittsburgh PA Water Swr 7.25% Due 9/1/14 11,328.50 Interest at Date of Death 271.87 10,000 Pittsburgh PA Wtr & Swr Auth Wtr & Swr Sys Rev 6% Due 9/1/16 11,592.50 Interest at Date of Death 225.00 15,000 Puerto Rico Commonwealth Ref Pub Impt Ser C 4.25% Due 7/1/22 15,138.45 Interest at Date of Death 26.56 20,000 Westmont Hilltop PA School Dist 3.1% Due 10/1/10 19,468.00 Interest at Date of Death 180.83 25,000 Wyoming PA Area Sch Dist 2% Due 7/1/07 24,746.75 Interest at Date of Death 20.83 Total Bonds, Debentures & T -Bills $ 344,833.80 Tangible Personal Property Personal Property - See copy of appraisal attached $ 3,970.00 Total Tangible Personal Property 3,970.00 Miscellaneous Page 3 Estate Inventory Miscellaneous Fidelity Mutual Insurance Company - Decedent is entitled to an estimated amount ranging from $1,950 to $2,600 (cash) in the company's rehabilitation plan; We are estimating the amount to be received at the average of the estimated amounts; See attached individual allocation statement from Fidelity. Fidelity Mutual Life Insurance Policy No. 1001543; Insurance payable to Decedent's Estate Herbert Bowman Trust - Income due decedent (decedent was entitled to the net income from the trust during her lifetime); The amount reported is the income earned up to her death that had not been distributed to her Long Term Care Insurance - Refund PA Department of Revenue - 2006 Tax Refund Pinnacle Health - Pension Payment U.S. Treasury - Estimated Refund re 2007 Income Tax Return Total Miscellaneous Real Property Real Estate located at 504 Ohio Avenue, Lemoyne, Cumberland County, Pennsylvania Total Real Property Total Inventory Page 4 $ 2,275.00 7,397.58 2,706.48 780.51 95.00 1,978.73 236.46 $ 195,000.00 $ 15,469.76 195,000.00 $ 837,998.92 AVIf McNees Wallace & Nurick LLC attorneys at law liNDA M. ESHELMAN ESTATE PARALEGAL DIRECT DIAL: (717) 237-5210 DIRECT FAX: (717) 260-1640 E-MAIL ADDRESS:LESHELMAN@MWN.COM October 16, 2007 VIA CERTIFIED MAIL Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Dorothy J. Bowman Cumberland County File No. 2007-00086 Our File: 25476-0001 Ladies and Gentlemen: Enclosed for filing for the above-referenced Estate are the following documents: a Pennsvlvania Inheritance Tax Return (two originals) - The return shows a balance due of $11,169.73 and a check is attached in payment thereof; a Inventory (two originals); and a Check for the $30 fee for filing the Inheritance Tax Return and Inventory. Please date-stamp the enclosed copies and return to us in the stamped envelope provided. Thank you. urs truly, UJU~!t{ Linda M. Eshelman Estate Paralegal . -~,_1 ...'-~ LME/mha Enclosures :,.._, cc: Barbara A. Love (w/encl.) Lynn Bowman (w/encl.) Carol Looney (w/encl.) Paul Bowman (w/encl.) 1'''., P.O. 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