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INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
Bruce Linn Phillips
Personal Representative(s) of the Estate of
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File Number 21-06-1034
Ivah C. Phillips
deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wh~liver situate
and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation Placed~posite eacSem of saig
inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real tate outsid9f the.. . . h.-.':=-.;
Commonwealth of Pennsylvania except that which appears in a memorandum at th end of this inventory. ~ % It ;:2,
I verify that the statements made in this Inven- } ~ iIWJ--.. t~ rr~ m~Q ~ ~.7...~. ~
tory are true and correct. I understand that false state- . . .. . ~m - L;; 1:1"1
ments herein are made subject to the penalties of } Bruce Lmn Phillip ?icn~ (J'I ;::.:.;::='
18 Pa.~.S. S 4904 relating to unsworn falsification to________________ o~~ -0::'_.:.': :n-
authontles. 8 :Jt ~'~..;:;; C')
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Attorney - (Name)
(Firm)
(Address)
(Telephone)
Gary L. James Esq.
James, Smith, Dietterick & Connelly, LLP
---- -
134 Sipe Avenue, Hummelstown, PA 17036
717/533-3280 -
(Supreme Court I.D. No.)
27752
DATE OF DEATH
08/21/2006
LAST RESIDENCE 702 Fifteenth Street
New Cumberland, PA 17070
FIGURES MUST BE TOTALED
DECEDENTS SOC. SEC. NO.
184-12-4544
Personal Property
Cash...............................................................................................
Personal Property.. ................... .... ........ .............................. ..........
Stocks/Listed..... ......... ......... ... .............. ..... ......................... ...........
Stocks/Closely Held.. ....... ... .... ........... ...... ............... ... .............. .....
Bonds............................................................................................ .
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property........... ......... ........ ................ ...... ................... ....
6,849.03
5,000.00
20,342.39
Total Personal Property....... ............ ......................
32,191.42
Total Real Property................ ............... ......... .... ....
Total Personal and Real Property.........................
32,191.421
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. !i 3301(b))
Form RW-D9 Rev 10-13-2006
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INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21-06-1034
DATE OF DEATH
08/21/2006
LAST RESIDENCE 702 Fifteenth Street
New Cumberland, PA 17070
DECEDENT'S soc. SEC. NO
184-12-4544
Cash
PA Central Federal Credit Union share savings account # 13073-015 - valued
per letter dated 03/12/2007
5,012.24
Sovereign Bank checking account # 0771100582 - valued per letter dated
02/15/2007
1,836.67
Accrued income on above item through date of death
0.12
6,849.03
Total Cash
Personal Property
1997 Toyota Camry - valued per sales price
5,000.00
Total Personal Property
5,000.00
Bond
20,000.0000 Central Pennsylvania Conference Committee The United Methodist Church
demand note 5.5% - valued per letter dated 02/22/07
20,000.00
Accrued income on above item through date of death
342.39
20,342.39
Total Bond
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
32,191.42
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November 14, 2007
Glenda Farner Strausbaugh
Register of Wills &
Clerk of Orphans' Court
1 Courthouse Square
Carlisle, P A 17013
RE: ESTATE OF IVAH C. PHILLIPS, DECEASED
FILE NO. 21-06-1034
Dear Ms. Strausbaugh:
Enclosed are the following documents to be filed in the above-referenced Estate:
1. An original and two (2) copies of the Pennsylvania Inheritance Tax
Return.
2. An original and one (1) copy of the Inventory.
3. A check made payable to the "Register of Wills, Agent" in the amount of
One Hundred Eight and 251100 Dollars ($108.25) representing the balance
of Pennsylvania Inheritance Tax due.
4. A check made payable to the "Register of Wills" in the amount of Thirty
Dollars ($30.00) representing the filing fee.
Please time-stamp the additional copies of the Return and Inventory and return them to
me in the enclosed self-addressed, stamped envelope.
If you have any questions, please feel free to give me a call.
Sincerely,
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~H'~TER~NNELLY'LLP
Denise M. Long
Enclosures
Cc: Bruce L. Phillips
ESTATE
SECURITY
Denise M. Long
dm1@jsdc.com
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134 SIPE AVENUE
HUMMELSTOWN. PA 17036
MAILING ADDRESS
PO. BOX 650
HERSHEY, PA 17033
TOLL FREE 1.800.942.3660
TEL. 717.533.3280
FAX 717.5337771
www.jsdc.com