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HomeMy WebLinkAbout03-25-08 r '~F'.l : '1If'.,ir~r ~;; ;! :: 'j., " ~ ,:1 "', \:t' " .j !filrlr r ~iji' ~.".,.,. ':'f ' i:;.! , ::. 'I, ~'!' ' , ''''I " .' . . , .' ,'" L' ., " .' ~.' i,., ~ "il i , t ~: - I 00000 .- W\og~ as II! C'?N ~ Olc.o~W ,~ > N Cl JI! ~~ ~ tn ^~ (II N ~ & t~ ~ ~ tn ~ ~ 4~ Cl ~" '--:'T~ as OS> 0- OJ/. N 0 <( :LINn 0 0 :: - II 0 ~ ~ -- IJ.. E- "-' "-' 0::: E- VJ E- "" "-' 0 .-. "" "" - ~~ => 0::: X - ~ C ;.. S' :;:::: o:l ~ ~ '" -q- 0 = => ~ .1 ,- '" 0.: -. . I '11_ I I. 11__ W Cf) ::J a ::c l- e:::: W::JW uall:: u:u<( u..>-:::J 01-0 Cf)zCf) ~:::JW~ ~oCf)o :>u::Jr-- :> 0"- u..O:r<( OZ~D.. e::::<(0:: - w~:::J~ I-wOCf) Cf)coO::i (!)~Wo::: W:::JZ<( e::::uou z Z 1 o:Ou,.~ ~ _.~ :V) ~~:: ~, --) -, ; oc:~ I-i"'- "\ E::: ". . It .1_ . ,_ 11- -______11 II T"""I' lIl~:; '.W: , -r~ 1\ !u:'\ j)\ Il'ii 1,I(i 1.\1'] I II :--11 \\.\I:[ ( p,!)y \.\'1.\\ ,\['l~ 11\ \'il\l\ \ ) (, \\\ II:" i) \\ II) \ \ I) I II ( I II ill\\ ~! \ II II, I111I 1:.'1,'. 1'-,1111'\1 \ \ 111',1:1 'I I hi II H, !\l \ i\ I, (J.....!){ )1\\1 h \ 11'11 i I 1\ I:!(,\II ;1; \ I \ 1:1, (I ! 11\ II![!\ \; \1\1,,1\\ \1 !l, i \. i I (' \:',,\111] \IELlSS\ PEEL GIUT\) !{()BIHT tvl \\':\II,EH \\".\1)1 D M.\'ill) 1117:\1\1111 D. S'i()VI;.lZ Kill) L [)()i\\\\() l.AW OFFICES JOHNSON DUFFIE OF COUNSEL II()H\(T ,\. I()II\S()\ F LiT SIIIP\I\\ \1%).211116\ March 21, 2008 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 oF - ~.; [") RE: Estate of Donald A. Hurst Date of Death: July 16, 2007 Your File No.. 21-2007-0718 Our File No. 10755-4 (J, Dear Register: Enclosed for filing please find the following documents for the above referenced decedent: 1. 2 Original PA Inheritance Tax Returns. There is no tax due. The Estate is due a refund of the overpayment prepayment made. 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 NO.1 011 attached to this correspondence in the amount of $30.00 representing the filing fee for the Inheritance Tax Return and Inventory. Should you have any questions, please do not hesitate to contact our office. Thank you for you Ene. ec: S. June Hurst, Executrix :3275848 ~ '\ )111 \1\1\1\1'1' STI{FIT I'll. BOX lOl) UJ\lOY\ E. PE\\iSH\A\L\ \7114 )-11 1 Ill) W\\\\.IDSW.cll\I 717.7614540 FIX: 717.76131115 MAIL@jDSWCo\l JOHNSON, DUFFIE, STEWART & WEIDNER, P.C. INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA ---_.-._----,._-------~-_..~._.- COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } Richard W Stewart and Sharon June Hurst Personal Representative(s) of the Estate of Donald A Hurst File Number 21-07-0718 -.-..-.-.....-.---. -..----..-----....--.----..-. ----'.------.-----.------ --...----------..-.-----.-------.-- 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. 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. } filA! ~d/(:S __~__~~~____~_ } ~~~~~ ~~ --------- Sharon June Hur Attorney -- (Name) (Firm) (Address) (Telephone) RICHARD W. STEWART (Supreme Court 1.0. No.) 18039 --._._----_._-~---~-_._----_.~--_.-._-_._,-._._---- Johnson Duffie _._---_._--~.__.- ---- ----_._-~--. ----------..._--- ----._--- .--"----- --' -..-- - --- ---------.'---- _1~.!_Market St.~emoynEt..!'~17043-010!__m__ --~-__n_____.u____. ___.__ (717) 761-4540 ---------.---------------.----..--- -----..----.---.------ ------------._---------------- ----~. ----._-------.._---- DATE OF DEATH 07/16/2007 LAST RESIDENCE 58 Fairway Drive Camp Hill, PA 17011 FIGURES MUST BE TOTALED DECEDENT'S SOC. SEC. NO. 579-20-5155 Personal Property Cash.............................................................................................. . Personal Property......................................................................... Stocks/Listed... .............................................................................. Stocks/Closely Held...................................................................... Bonds............................................................................................ . Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable.. ...... ....................................... All Other Property...... ......... .................................. .................... .... 8,995.43 172,891"~34 99,913.69 86,000.00 Total Personal Property... ............................. ......... 267,800.46 Total Real Property. .................. ...... ........ ............... Total Personal and Real Property......................... 267,800.461 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. ~ 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 21-07-0718 DATE OF DEATH 07/16/2007 LAST RESIDENCE 58 Fairway Drive Camp Hill, PA 17011 DECEDENT'S SOC. SEC. NO. 579-20-5155 Cash Genworth Financial Life Insurance Company - Refund of Premium 611.36 Genworth Financial Life Insurance Company - Refund of Premium 1.980.00 Money Market Retirement Cash Fund 5.567 :03 Edward Jones Single Account No. 851-08332 - Cash 837.04 Total Cash 8.995.43 Stock I Listed EDWARD JONES SINGLE ACCOUNT 851-08332-1-6 300.0000 shares Consolidated Edison Inc - Com 13.750.50 1.836.5470 shares Franklin Tax Free Trust - PA Tax Free Income A 18.824.61 184.1040 shares Income Fund American Inc - Com 3.980.33 729.0000 shares Pepco Holdings Inc - Com 20.853.05 150.0000 Philadelphia PA Gas Wks Rev - DTD: 06/01/1999 Mat: 07/01/2029 5% 15.482.85 Total Stock / Listed 72.891.34 Bond 10.000.0000 Bank of America Corp Sub Internotes BE (XNC3) - DTD: 11/13/2003 Mat: 10/15/2028 6% 9.458.94 Accrued interest on above item through date of death 151.67 (Attach additional sheets if necessary) Total Personal Property and Real Estate 267.800.46 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-07-0718 DATE OF DEATH LAST RESIDENCE 58 Fairway Drive DECEDENT'S SOC. SEC. NO. 07/16/2007 Camp Hill, PA 17011 579-20-5155 130.0000 shares Bear Stearns Cos Inc - DTD: OS/20/2004 Mat: 05/15/2029 6.34% 12.284.27 Accrued dividend on above item through date of death 139.66 10.000.0000 Cit Group Internotes Book - DTD: 06/01/1999 Mat: 11/15/2021 6.1% 9.512.96 Accrued interest on above item through date of death 103.36 30.000.0000 Hancock John Life Insurance Co - DTD: 05/30/2003 Mat: 05/15/2028 5.2% 26.177.22 15.000.0000 Lehman Bros Holdings Inc. Lehman (FCB5) - DTD: 11/13/2003 Mat: 11/18/2028 14.065.16 6% Accrued interest on above item through date of death 70.00 30.000.0000 Lehman Bros Holdings Inc. Lehman (FCQ2) - DTD: 04/13/2004 Mat: 04/13/2029 27.904.95 5.7% Accrued interest on above item through date of death 14.25 Accrued income on above item through date of death 31.25 Total Bond 99.913.69 Partnership Interest 2% Interest in Oakview Garden Apartments LLP Phase 1 - Appraisal performed by Lipman Frizzell and Mitchell and a copy of the Appraisal is attached to this Retu rn 86.000.00 Total Partnership Interest 86.000.00 -2-