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HomeMy WebLinkAbout10-26-07 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY , PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland Timothy G. Cook Personal Representative(s) of the Estate of } 55 } . File Number. 2107-0190 MARY E. COOK 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 valua ion placed opposite each item of said inventory represents its fair value as of the date of the decedent's and that Deceden wned no real estate outside of the Commonwealth of Pennsylvania exce twblch appears i memor dum end . inventory. ~\ Timothy G. Cook } . I verify that the statements made in this Inve - tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. 94904 relating to unsworn falsification to authorities. Attorney.- (Name) (Firm) (Address) (Telephone) Karen H. Cook Esquire MASANO BRADLEY, LLP 1100 Berkshire Boulevard, Wyomissing, PA 19610 610/372-7700 (Supreme Court I.D. No.) 47110 DATE OF DEATH 02/17/2007 lJ\STRESIDENCE 108 East Maplewood Avenue Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED DECEDENTS SOC. SEC. NO. 196-14-1292 Personal Property Cash............................................................................................... Personal Property.................. _............................................. ......... Stoc ks/Listed................... ...... ............... ......... ..... ............. .............. Stoc ks/C losely Held.................. ....... ............................................. Bon ds.... .................... ..... ........ ........................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... All Other Property ............... ............ .... .... ............. ......................... 25,979.23 Q "'-.cJ 30,23(hQ4 , ---'\ r, ) I:J"') -.""-, ---.. ;-", ) Total Personal Property ......................................... 6,333.03 L) N 62,542.30 Total Real Property................................................ 195,000.00 Total Personal and Real Property......................... 257,542.:30 I 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. cs. ~ 3301 (b)) Form RW-09 Rev 1()"13-2006 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2107-0190 DATE OF DEATH 02/17/2007 LAST RESIDENCE 108 East Maplewood Avenue Mechanicsburg, PA 17055 DECEDENTS SOC, SEC. NO 196-14-1292 Cash Members 1st Federal Credit Union - regular savings account #197900-00 105.13 Members 1st Federal Credit Union - accrued interest on regular savings account #197900-00 0.05 Members 1st Federal Credit Union - certificate of deposit #19900-42 3.726.24 Members 1st Federal Credit Union - accrued interest on certificate of deposit #19900-42 5.86 Members 1st Federal Credit Union - certificate of deposit #197900-46 2.062.28 Members 1st Federal Credit Union - accrued interest on certificate of deposit #197900-46 4.55 PNC Bank - checking account #5140013009 3.004.26 Prudential Financial- Alliance account #4351000392352 17.070.86 Total Cash 25.979.23 Stock I Listed 3.0000 shares Agere Systems, Inc. 60.27 26.8969 shares Alcatel-Lucent 357.35 324.2068 shares AT&T Inc. 12.113.99 261.9480 shares Delaware Balanced Fund A Class - account #2-502,1709796 4.977 .01 11.0000 shares Idearc Inc 387.64 (Attach additional sheets if necessary) Total Personal Property and Real Estate 257.542.30 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2107-0190 DATE OF DEATH 02/17/2007 241.0608 LAST RESIDENCE 108 East Maplewood Avenue Mechanicsburg, PA 17055 DECEDENTS SOC. SEC. NO. 196-14-1292 shares Verizon 9.244.08 105.4595 shares VodaFone Grp PLC ADS 3.089.70 Total Stock / Listed 30.230.04 Real Estate Real estate located at 108 East Maplewood Avenue, Borough of Mechanicsburg, - County of Cumberland, Commonwealth of Pennsylvania, being more fully described in Deed Book Volume 15-1, Page 495, Cumberland County Records 195.000.00 Total Real Estate 195.000.00 All Other Property 1999 Chevrolet Lumina - VIN 2G1WL52M2X9273240 3.000.00 Comcast - refund on cancellation of service 3.24 Erie Insurance Group - refund of premium on cancellation of homeowners insurance 60.00 Erie Insurance Group - refund of premium on cancellation of auto insurance 202.00 Highmark - refund of premium on cancellation of health insurance 330.26 Personal property 1.474.35 Susan P. Wagner - reimbursement of real estate taxes and sewer and trash at real estate settlement 925.18 United States Treasury - refund on 2006 - Form 1040 personal income tax 338.00 -2- REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA File Number 2107-0190 DATE OF DEATH 02/17/2007 DECEDENTS SOC. SEC. NO. 196-14-1292 LAST RESIDENCE 108 East Maplewood Avenue Mechanicsburg', PA 17055 Total All Other Property -3- 6.333.03 MAsANO.BRADLEY ATTORNEYS AT LAW John C. Bradley, Jr. Heidi B. Masano Karen H. Cook James E. Gavin E. Michael Zubey, Jr. Richard L. Guida Michael J. Gombar, Jr. Suite 201 1100 Berkshire Boulevard Wyomissing, Pennsylvania 19610 Birdsboro Office 351 West Main Street Birdsboro, Pennsylvania 1450H 1i10.5H2.4307 610.372.7700. Fax 610.372.4865 Email: lawyers@masanobradley.com Writer's email: idowling.@masanobradlev.com October 25,2007 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013-3387 "-...") . J ':-:- ;''') Re: Estate of Mary E. Cook, deceased FileNo. 21-07-0190 c~ .' Dear Register Strasbaugh: r~~.) ''') Enclosed are two (2) originals and one copy of the Inventory and REV -1500 Inheritance Tax Return Resident Decedent, for the above-mentioned decedent. Please time-stamp the copies and return them, to our office in the enclosed self-addressed stamped envelope. Also, enclosed herewith is estate check # 1 025 payable to the order of the Register of Wills, Agent in the amount of Seven Hundred Nine Dollars and Forty-One Cents ($709.41). This represents payment of inheritance tax due as calculated on the Inheritance Tax Return. Estate check #1024 is also enclosed and is made payable to the Register of Wills in the amount of Eighty Dollars ($80.00). This represents costs due for filing fees and additional fees for Letters. Please provide us with receipts for both of these checks. Thank you for your cooperation in this matter. Very truly yours, MASANO . BRADLEY ~/)~ JoAnn Dowling Paralegal Enclosures cc: Timothy G. Cook, Executor A PA Limited Liability Partnership