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Home My WebLink About05-12-08INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss File Number 21-07-0788 Ray S Swartz, II Personal Representative(s;l of the Estate of Ray S Swartz t. '' deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the person l~ ets whe r ~ ~ ~; situate and al of the real estate rn the Commonwealth of Pennsylvania of said Decedent, that the valuation oppose ach ~'- ~, item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owrtet! I es ;~ ; outside of the Commonwealth of Pennsylvania except that which a pears in a memoaandum at the end of this itt~~~ ~, rY• -- I verify that the statements made in this Inven- ~ /~, ~ ~? r '; ~ tory are true and correct. I understand that false state- - ~, J __ ments herein are made subject to the penalties of R S Swartz, II `- .-~^ ~ /\ 18 Pa.C.S. § 4904 relating to unsworn falsification to } ' ~ •• ~ , authorities. ~ ~~~!~ l'" W Attorney -- (Name) Marielle F Hazen (Supreme Court I.D. No.) 68003 -_ (Firm) Hazen Elder Law (Address) 2000 Linglestown Rd., Harrisburg, PA 17110 (Telephone) 717-540-4332 ..ATE OF DEATH LAST RESIDENCE 12 Parsonage St DECEDENT'S SOC. SEC. NO. 08/10/2007 Newville, PA 17241 202-20-2414 FIGURES MUST BE TOTALED Personal Property Cash ............................................................................................... 491,326.70 Personal Property ......................................................................... Stocks/Listed ................................................................................. 1,198,515.73 Stocks/Closely Held ...................................................................... Bonds ............................................................................................. 107,100.22 Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ......................................................................... Total Personal Property ......................................... 1,796,942.65 Total Real Property ................................................ 561,000.00 Total Personal and Real Property ......................... 2,357,942.65 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 Rey ~0-~3-loos ' INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland File Number 21-07-0788 DATE OF DEATH LAST RESIDENCE 12 Parsonage St DECEDENT'S SOC. SEC. N0. A8/10/2007 Newville, PA 17241 202-20-2414 Cash AIM Investments Acct. #0003721760 American Century Investments Acct #941-000061484 -Tax-free Money Market Ameritrade Money Market Acct #885-014514 Estate of Helen S. Egolf Janney Montgomery Scott Acct. #8074-6198 Morgan Stanley Acct. #410021680084 1,000.0000 Van Kampen Investments Acct. No. 11826 -1000 Certificated shares at Cusip 92112T 10 8 Total Cash Stock /Listed Ameriprise Financial -Mutual Fund Account No. 01012265988 0 002 Ameritrade Stock Acct. #885-014514 38.7598 shares AT8~T Inc. Acct. #02007522757 1,212.0000 shares AT8~T Inc. Acct. #03006634931 - 458 Bell South Certificated shares at Cusip #079860 10 2 115.7572 shares Citigroup, Inc. Stock 292.0000 shares Consumer Financial - 20th Century Stock Certificate 94,004.56 111,196.56 112,145.09 58,333.33 37,499.70 64,497.46 13,650.00 491,326.70 108,361.70 146,041.23 1,506.59 47,110.44 5,440.59 128.48 (Attach additional sheets if necessary) Total Personal Property and Real Estate 2,357,942.65 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland File Number 21-07-0788 ^4TE OF DEATH LAST RESIDENCE 12 Parsonage St DECEDENT'S SOC. SEC. NO. 08/10/2007 Newville, PA 17241 202-20-2414 4,508.8420 shares Delaware Investments -Delaware Tax-Free Pennsylvania Fund A 35,755.12 2,304.1509 shares Exelon Stock - 204 Philadelphia Electric Co. Certificated shares at 167,857.39 Cusip #717537 10 4 1,867.6585 shares ExxonMobil Stock 349.6350 shares Ford Motor Co. Stock 57.0000 shares Lucent Technologies 325.9330 shares Medtronic, Inc. Acct. #3100379895 - 304 Certificated shares at Cusip #58505510 6 210.0000 shares Navistar International Corp. - 210 Certificated shares at Cusip #63934E 108 1,397.0000 shares Nuveen Investments Acct #46839 -Nuveen Pennsylvania Premium Income Municipal Fund 2 - 1397 shares at Cusip #67061 F 10 1 4,090.8428 shares PNC Financial Services Group Acct. No. 00000845710 - 2,329 Certificated shares at Cusip #69347510 5 226.0000 shares Sterling Financial Corp. - 226 Certificated shares at Cusip #859317 10 9 11,587.0000 shares Stora Enzo Stock -11,587 Certificated shares at Cusip #86210M 10 6 100.0000 shares Visteon Corp. Acct. No. 0002036333 Total Stock I Listed 157,835.82 2,877.49 145.35 17,294.00 11,583.60 18,063.21 288,854.41 3,936.92 185,044.39 679.00 1,198,515.73 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA couNTYOF Cumberland } ss File Number 21-07-0788 DATE OF DEATH LAST RESIDENCE 12 Parsonage St DECEDENT'S SOC. SEC. N0. 08/10/2007 Newville, PA 17241 202-20-2414 Bond Real Estate US Savings Bonds -15 Series E Bonds: C29356466E, X25836767E, X25812444E,X26115453E,X25938909E,X25918548E,X26142273E,X26117004E, X26114189E, X25760855E, X26170747E, X26205600E, X23632690E, X25677851 E, X25677852E Waddell 8~ Reed, Inc. Acct. #8833915 Total Bond 30 West Big Spring Avenue, Newville, PA -Value as of appraisal done December 12, 2007 by Wolfe 8~ Shearer Appraisal Services, attached Nealy Road, Newville, PA 17241 -Value as per appraisal dated December 12, 2007 by Wolfe 8~ Shearer Appraisal Services, attached Total Real Estate 1,108.06 105,992.16 107,100.22 77,000.00 484,000.00 561,000.00 -3- ~~~AZEN ~~ ~W An Estate Planning and Elder Law Firm 2000 Linglestown Road, Suite 202 www.HazenElderLaw.com Harrisburg, PA 17110 Marielle 1. Hazen, CELA* ~,: (71'~ 540-4332 Marci S. Miller, Associate Fnx: (717) 540-4313 May 8, 2008 CERTIFIED MAIL Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Ray S. Swartz File No.: 21-07-0788 To: The Register of Wills: Enclosed for filing please find the original and one copy of the above-referenced Inheritance Tax Return and Inventory, along with a copy of the first page of the Inheritance Tax Return. Please date stamp the first page of the return. and a copy of the Inventory and return them to my office in the enclosed self-addressed envelope. If you have any questions or require any additional information, please do not hesitate to contact me. Sincerely, ~~ Corirme Eggers Woodhouse Paralegal Enclosures cc: Ray S. Swartz, II C'> ~- O ~ - "S ~P¢aA. I .' I I =~ ' , c-, ' ~ _ a F- - .;~ r~ t - , :-f, ~? n3 _~. ~~ ~.~ ~ ~ __ 3=` GS'I N ~Certifred Elder Law Attorney by the Nntional Elcier Law Foundation as authorized by the Pennsyloania Suprerrie Court HEN ~I,DER L.AW An Estate Planning and Elder Law Firm 2000 Linglestown Road, Suite 202 www.HazenElderLaw.com Harrisburg, PA 17110 Marielle F. Hazen, CELA' ~.: (71'~ 54(M332 Marci S. Miller, Associate Fnx: (717) 540-4313 May 9, 2008 Register of Wills Cumberland County Courthouse Attn. Angie One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Ray S. Swartz N n ~ ;_ File Na.: 21-07-0788 _ ; a ~ YN . I T ~ -.~ L _,~ Dear Angie: -' ` ~ ~ _ ` -` ~;; ~;; : Enclo sed please find an estate check in the amount ~( ~L J .~ of $735 O(} ~s~ Cbver~Fhe t ...J `' := following: .a~- - _ ' ~~' iy to , .. 1. Inheritance tax filing fee of $30.00; ~ 2. Additional Probate fees of $700.00; and 3. $5.00 fee for a certified copy of the Last Will and Testament of Ray S. Swartz. I have enclosed aself-addressed stamped envelope to return the copy of the will and receipts. If you have any questions or require any additional information, please do not hesitate to contact me. Sincerely, 49" ~ f~ Corinne Eggers Woodhouse Paralegal Enclosures cc: Ray S. Swartz, II Executor '~Certih~ed Elder Law Attorney by the National Elder Lcrw Foundatroa as authorized by the Pennsyh~anra Supreme Court x~N v G. o ~ ~. ~ o 0 ~ o cr~a ~ `~ ,.b ~ ^: Y ~ ~ o a o. ,..~. .., i 3~'} ;.s. =t3 iti•i ':~ 3•i E ~~3 {..i. {.: f ~~3 pa. ~7ODc~~ ~m u: ~:Dc~vr i~n~tim '.i. C~' ~ D~ a~ ~ '~ ,~ c w G7 ~ ..o ~ ;s~ ~: °' c ~~ :~. ~~ 0 c m ,~ .., ~:~ ~,,~ r.~; '!F D ii,, ~,~'~ UNJrpO ~ III„„II°~~ s~ ~ ~I~.;'d;:1~ • ~~ ~ .~~ m ",.I V ...~~. ~ I