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Home My WebLink About10-30-07 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland Jere Coxon Personal Representative(s) of the Estate of Helen Byler ALLISON } 55 } File Number 21-07 -0763 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 . and~ tat Dent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a emo ndum a e d of this inventory. I verify that the statements made in this Inven- } -- ,,-y::.__ 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. ~LOl Attorney -- (Name) (Firm) (Address) (Telephone) Horace J JOHNSON Johnson Duffie 301 Market Street, Lemoxne,_!,A 17043 717 -761-4540 (Supreme Court 1.0. No.) 41687 DATE OF DEATH 08/05/2007 LAST RESIDENCE Bethany Village Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED DECEDENTS SOC. SEC. NO. 172-01-4189 Personal Property Cash............................................................................................... Personal Property......................................................................... Stocks/Listed................................................................................. Stocks/Closely Held...................................................................... Bonds............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... A II Other Property......................................................................... 4,613.50 .....".... --,.: ('; -208,073'.95 \. ") 1'.V C:, Total Personal Property......................................... 212,687.45 Total Real Property................................................ Total Personal and Real Property......................... 212,687.45 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. C.S. !l3301 (b)) Form RW-09 Rev. 10.13-2006 \. cc. INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-07 -0763 DATE OF DEATH 08/05/2007 LAST RESIDENCE Bethany Village Mechanicsburg, PA 17055 DECEDENTS SOC. SEC. NO. 172-01-4189 Cash High Mark Premium Refund 255.46 3.846.2800 Citi Group Smith Barney Bank Deposit Program 3.846.28 Citi Group - Smith Barney Cash Account 511.76 Total Cash 4.613.50 Stock I Listed 264.0200 shares AIM Constellation Fund Class A 7.292.23 1.040.0000 shares AT&T Inc. 41.028.00 17.000.0000 shares Capital One Bank Medium Term - Coupon 6.7% Mature 05/15/2008 17.138.04 1.010.0000 shares Eaton Vance LTD Duration 16.665.00 10.000.0000 shares Ford Motor CR CO Notes - Coupon 6.75% Mature 08/15/2008 9.900.00 20.000.0000 shares Ford Motor Credit Corp. Notes - Coupon 7.375% Mature 10/28/2009 19.325.00 525.0000 shares Franklin Templeton L TO 6.363.00 154.0000 shares Gabelli Utilities TR 1.453.45 20.000.0000 shares General Motors Acceptance Corp. - Coupon 5.85% Mature 01/14/2009 19.283.80 483.4200 shares Growth Fund of America Class C 16.204.24 700.0000 shares Nuveen Multi-Strategy Income 8.547.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 212.687.45 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-07 -0763 DATE OF DEATH LAST RESIDENCE Bethany Village Mechanicsburg, PA 17055 DECEDENT'S SOC. SEC. NO. 172-01-4189 08/05/2007 208.0000 shares PP&L Corp. 9.952.80 352.0000 shares Verizon Communications 15.048.00 1.613.1000 shares Western Asset Global High 19.873.39 Total Stock / Listed 208.073.95 -2- JERRY R. DUFFIE RICHARD W. STEWART C. ROY WEID"iER. JR. EDMUND G. MYERS DAVID W. DELuCE JOHN A. STATLER JEFFERSON J. SHIPMAN JEFFREY B. RETTIG KEVI]\; E. OSBORNE RALPH H. WRIGHT, JR. MARK C. DUFFIE JOHN R. NINOSKY MICHAEL J. CASSIDY LAW OFFICES JOHNSON DUFFIE MELISSA PEEL GREEVY ROBERT M. WALKER WADE D. MANLEY ELIZABETH D. SNOVER KELLY L. BONANNO OF COUNSEL HORACE A. JOHNSON F. LEE SHIPMAN (1965-2006) October 29,2007 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 '!"". ... . " RE: Estate of Helen Byler Allison Date of Death: August 5,2007007 Your File No.: 21-2007-0763 Our File No.: 3949-3 L.J Dear Register: Enclosed for filing please find the following documents for the above referenced decedent: 1. 2 Original PA Inheritance Tax Returns with tax due in the amount of $61,291.12. This payment also reflects the 3 month early prepayment of inheritance tax. Estate Check No. is attached to this Return 2. Inventory 3. Two copies of Pages 1 of the Pa Inheritance tax return, which we ask that you time- stamp and return to us in the enclosed envelope. 4. One copy of the of the Inventory to be time-stamped and returned to us in the enclosed self addressed envelope. 5. Check attached to this correspondence in the amount of $30.00 representing the filing fee for the Inheritance Tax Return and Inventory. 301 MARKET STREET PO. BOX 109 LEMOYNE. PENNSYLVANIA 17043-0109 WWWJDSWCOM 717.761.4540 FAX: 717.761.3015 MAIL@JDSWCOM JOHNSON, DUFFIE, STEWART & WEIDNER, P.C. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. Very truly yours, ~N~~.N N" ~ DUFFIE, STEWART & WEIDNER ~lJ~ Dana L. Wiese man Estate Administration Paralegal Ene. c: Jere Coxon, Executor :314525 .", ~ -a '2 en , t) " ... -- u.. ~ ,.-) ~~~; -~. r- '"'" '"'" 6 'Jo /' ~ g:- ;:.. b :,.;..j ~. "" -~ 3 / ~ ~. _. \~ ?: \---- ,~ .- . - 'iA ? o :I: 'Ii uJ?~ o 0 -A" -0...... 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