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Home My WebLink About11-30-07 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland June L. Koons Personal Representative(s) of the Estate of } SS } File Number 21-07 -0449 Anna Leonard deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets where/llEl) situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed of/lPJlsite each i'(atl of said -...-, inventory represents its fair value as of the date of the decedent's death, and that Decedent o"'{ned no real e~~~utside ~e::c., i~i'i Commonwealth of Pennsylvania except that which appears In a memorandum at the end of this Inventory. . 'i =t~ :.c!: i~i: ;;:~) tory ~r~e;:~et~~~t~~r~~~~e~~~~e~~~~i~h~i~~I~~e;t~te_ } Ck1/}I_~ ;f ~~ I ;!:~ f~ 3 ~,:~i .~~ ments herein are made subject to the penalties of tiune L. Koons "'-_);;, C) .." CJ 18 Pa.C.S S 4904 relating to unsworn falsification to }, ','.3 q ~ t,; S ~:~ authorities. r-v .~:t W N ,,---,,'.,}:-~ "('1 Attorney -- (Name) (Firm) (Address) (Telephone) Michael L. Bangs (Supreme Court 1.0. No.) 41263 429 South 18th Street, Camp Hill, PA 17011 717/730-7310 DATE OF DEATH 04/11/2007 LAST RESIDENCE 21 Chestnut Street Camp Hill, PA 17011 FIGURES MUST BE TOTALED DECEDENTS SOC. SEC. NO 019-12-2361 Personal Property Cash.................................................................................................... Persona I Pro pe rty ................ ............................................................. Stocks/Listed..................................................................................... Stocks/Closely Held......................................................................... Bonds................................................................................................. Partnerships and Sole Proprietorships ........................................ Mortgages and Notes Rece ivable..... ............................................. All Other Property... ............... .................................. ......................... 639,331.80 269,348.58 32,595.25 Total Personal Property........................................... 941,275.63 Total Real Property ................................................... 145,626.31 Total Personal and Real Property........................... 1,086,901.941 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 Pac C.S. !l 3301 (b)) Form RW-09 Rev. 10-13-2006 \ ~ INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-07 -0449 DATE OF DEATH 04/11/2007 LAST RESIDENCE 21 Chestnut Street Camp Hill, PA 17011 DECEDENT'S SOC SEC. NO 019-12-2361 Cash Comcast Cable - refund 54.45 Death Benefits - Death benefits due from U.S. Office of Personnel Management on life of husband, Frederick R. Leonard, who died on March 11,2007. 1.363.63 Department of Veterans Affairs - Mother's burial refund 188.67 DWS Scudder - dividend 373.29 DWS Scudder Dividend 113.55 Greystone Bank - Certificate of Deposit #3000027021 203.421.66 Integrity Bank - Certificate of Deposit No.1 006930 157.989.76 Members 1 st Federal Credit Union - Savings Account 3909-00 5.215.78 Members 1 st Federal Credit Union - Life Savings Account 3909-04 4.000.00 Members 1 st Federal Credit Union - Regular Savings Account 4942-00 1.124.40 Members 1 st Federal Credit Union - Life Savings Account 4942-04 4.000.00 Members 1 st Federal Credit Union - Checking Account 4942-11 9.578.00 Members 1st Federal Credit Union -IRA Certificate 4942-16 4.064.48 Members 1st Federal Credit Union - Certificate of Deposit 10.838.53 Members 1 st Investment Services - Dividend 123.69 Members 1 st Investment Services - dividend 115.56 (Attach additional sheets if necessary) Total Personal Property and Real Estate 1.086.901.94 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-07 -0449 DATE OF DEATH 04/11/2007 LAST RESIDENCE 21 Chestnut Street Camp Hill, PA 17011 Members 1 st Investment Services - dividend DECEDENTS sac SEC. NO. 019-12-2361 120.85 Members 1 st Investment Services - dividend 124.83 Met Life Insurance - Policy 004 115 407 M (Policy was on decedent's life. Husband was named as beneficiary but predeceased decedent on March 11, 2007. There was no contingent beneficiary) The amount represents the total amount paid to the decedent's estate. 2.475.25 Met Life Insurance - Policy 530 351 553 M (Policy was on decedent's life. Husband was named as beneficary but predeceased decedent on March 11, 2007. There was no contingent beneficiary named.) The amount listed is the amount paid to the decedent's estate. 2.786.03 Met Life Insurance - Policy 853EW49309 (Policy was on husband's life. Husband predeceased decedent on March 11,2007. There was no contingent beneficiary so proceeds were payable to the decedent's estate) 3.882.00 PA State Bank - Account #21406293 150.216.76 PNC Bank - Certificate of Deposit #31500278001 55.349.86 PNC Bank - Checking Account #5140037609 10.432.45 PNC Bank - Savings Account #5004713721 11.378.32 Total Cash 639.331.80 Stock I listed Members 1st Investment Services - Account #5FN 530482 37.444.00 82.0000 shares MetLife , Inc. - Met Life Shares 5.199.62 3.005.8649 shares Sovereign Bancorp, Inc. 71.900.29 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-07 -0449 DATE OF DEATH 04/11/2007 7,440.4660 LAST RESIDENCE 21 Chestnut Street Camp Hill, PA 17011 Vanguard -Insured Long-Term Tax-Exempt Fund DECEDENTS soc. SEC. NO 019-12-2361 93.229.04 5.473.3890 Vanguard - PA Long Term Tax-Exempt Fund 61.575.63 Total Stock / Listed 269.348.58 Bond 3.601.6850 DWS Scudder - DWS Managed Municipal Bond Fund 32.595.25 Total Bond 32.595.25 Real Estate Real Estate - Sale of Real Estate located at 21 Chestnut Street, Camp Hill; see settlement sheet attached. 145.626.31 Total Real Estate 145.626.31 -3- BANGS LAY! OFFICE 429 SOUTH 18TH STREET CAMP HILL, PA 17011 E-mail: mikehangs@verizon.net PHONE: 717-730-7310 FAJ{: 717-730-7374 MICHAEL L. BANGS, Attorney-at-Law WENDY K. STRAUB, Paralegal WILLIAM E. MILLER, JR. Of Counsel November 29,2007 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 RE: Estate of Anna Leonard File No. 21-07-0449 o -0 =(') !..,"C) .: --::; s-- :-7111 . "'-::::0 <..>')7' C")0 ~_ Q -1-~ 1. The original and one copy of the Pennsylvania Inheritance Tax Return; ?~ )':2 Dear Mrs. Strasbaugh: Enclosed you will find the following: 2. The original Inventory; 3. A check in the amount of$142.66 which pays the tax shown to be due. We had previously made an estimated tax payment as reflected on the return; and 4. A check in the amount of$30.00 to pay the filing fee. ,-...) = = ....., -- ...~ o ..:::: w o Kindly file the return accordingly and return a paid receipt to me in the enclosed, stamped, pre- addressed envelope. If you have any questions or require anything further, please contact me. Very truly yours, Michael L. Bangs wks Enclosures cc: Mrs. June L. Koons .',..... rti (~") ~3 1 ) ~~ '-~, -0 3: ~ C") -'0'"1 "1"1 C'J iT1 W N '-' ) ~"":.J