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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 - ~.;
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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
~
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)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
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