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Home My WebLink About08-06-08 (2)INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA CouNTY of Cumberland Kim W. Artz Mr. Personal Representative(s) of the Estate of CUMBERLAND COUNTY, PENN:SYLVANIA } SS } File Number 2007-00931 Robert E. Artz deceased, depose(s) and say(s) that the items appearing In the following inventory include all of the personal asE~ts wherever situate and all of the real estate In the Commonwealth of Pennsylvania of Bald Decedent, that the valuation plaeF'd 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 ~ a memorandum at the end of this irrVentory ` ' 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 ~ Kim W. Artz Mr. 18 Pa.C.S. § 4904 relating to unsworn falsification to } `' ___ authorities. ~ ,. `~~~ Attorney -- (Name) (Firm) (Address) (Telephone) Jeffrey B. Engle (Supreme Court I.D. No.) 76644 Shaffer 8< Engle Law Offices __129 Market Street, Millersburg, PA 17061 717-692-2345 DATE OF DEATH LAST RESIDENCE 418 Wren Court DECEDENT';. SOC. SEC. NO. 09/29/2007 Mechanicsburg, PA 17050 198-18-'7594 FIGURES MUST BE TOTALED Personal Progerty Cash ............................................................................................... Personal Property ......................................................................... Stocks/Listed ................................................................................. Stocks/Closely Held ...................................................................... Bonds .............,................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ......................................................................... Total Personal Property ......................................... Total Real Property ................................................ Total Personal and Real Property ......................... 81,259.70 13,000.00 142,083.38 236,343.08 C 236,343.08 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 ~o-~s-loos INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2007-00931 DATE OF DEATH LAST RESIDENCE 418 Wren Court DECEDENT'S SOC. SEC. NO. 09/29/2007 Mechanicsburg, PA 17050 198-18-•7594 Cash Comcast Cable -Refund 49.65 Community Banks Checking - 135135616 -DOD Balance 7,197.02 Accrued interest on above item through date of death 5.89 Community Banks - Ctf of Dep - 335188467 -Matures 2/3/2008 10,000.00 Accrued interest on above item through date of death 40.05 Community Banks - Ctf of Dep - 335188468 -Matures 2/3/2008 10,000.00 Accrued interest on above item through date of death 40.05 Community Banks - Ctf of Dep - 335188469 -Matures 2/3/2008 10,000.00 Accrued interest on above item through date of death 40.05 Community Banks - Ctf of Dep - 335188470 -Matures 2/3/2008 5,000.00 Accrued interest on above item through date of death 20.03 Community Banks - Ctf of Dep - 335188491 -Matures 2/10/2008 10,581.37 Accrued interest on above item through date of death 31.78 Financial Network -Income Fund of America Class C 127.11 Highmark -Refund 144.20 ING Golden Select Annuity -IRA 8,959.50 (Attach additional sheets if necessary) Total Personal Property and Real Estate 236,343.08 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2007-00931 DATE OF DEATH LAST RESIDENCE 418 Wren Court DECEDENT'S SOC SEC. NO 09/29/2007 Mechanicsburg, PA 17050 198-18•-7594 Nationwide Insurance -Refund on Homeowners Insurance 16.65 Pacific Life Annuity 18,676.60 Patriot News -Refund 29.75 U S Treasury Stimulus 300.00 Total Cash 81,259.70 Personal Property Hyundai 350 GX -sold Mobile Home old poor condition Total Personal Property 10,000.00 3,000.00 13,000.00 Stock /Listed 2.189.9690 shares Financial Network -Bond Fund of America Class C 29,017.09 451.2650 shares Financial Network -Capital Income Builder Class C 30,063.27 1,391.3080 shares Financial Network -Income Fund of America Class C 29,342.69 5,839.2640 Franklin High Income Class C 16,116.37 17,963.6160 Franklin Income Class C 37,543.96 Total Stock /Listed 142,083.38 -2- S H A F F E R ALLEN SHAFFER, ESQUIRE E N G L E JEFFREY B. ENGLE, ESQUIRE LAW OFFICES JEFF@SHAFFERENGLE.COM DALE K. KETNER, ESQUIRE DALEC~SHAFFERENGLE.COM July i4, 2008 `_? ~-~ ~.~ _= Glenda Farner Strasbaugh ~ ,~.; :, Register of Wills i Courthouse Square _ - - Carlisle, Pa i~oi3 -- ' '~`•' ~_~t Lr In re: Robert E. Artz, deceased 200-oo93i To file the REV-i5oo and the Inventory for the above captioned estate we have enclosed the following: i. Inventory (Original): and, 2. Check #1145 in amount of $50.00 (additional Probate Fee); and, 3. Copy of front page of Inventory (stamp and return to us); a nd, 4. REV-15oo (Original for Dept of Revenue): and, 5. Check # 1029 in amount of $1,498.62 and Check # 1146 in amount of $3.45 representing total of PA Inh. Tax due; and, 6. REV-i5oo (Copy for Register of Wills): and, ~. Copy of front Page of REV-15oo (stamp and return to us); and, 8. Self-addressed postage paid envelope for return of stamped pages. If you have any questions regarding this matter, please do not hesitate to contact us. Thank you for your kind assistance. Sincerely, Constance E. Stoneroad CES/s Enclosures 1`19 n4ARKET STREET NIILLERSBURG, PA 17061 .2941 NORTH FRONT STREET SOITE 112 HARRISBURG, PA 17110 ,wLLERSBURG 7]7.692.2345 HARRIStURG 717.236.9511. FAX 717.692.3554 TOLL FREE 1-888-236-9519 www.shafferengle.com S H A F F E R August 5, 2008 ALLEN SHAFFER, ESQUIRE E N G L E JEFFREY B. ENGLE, ESQUIRE I. A~J ~~ F I C E S JEFFCSHAFFF_RENGLE.COM DALE K. KE'CNER, ESQUIRE DALE@SHAFFI~~RENGLE.COM Glenda Farner Strasbaugh Register of Wills i Courthouse Square Carlisle, Pa i~oi3 In re: Robert E. Artz, deceased Zook-oo9gi To Whom It May Concern: Per my conversation with your office today, please find enclosed a check in the amount of $30.0o for the filing fee of the Inheritance Tax for the abovE~- mentioned estate. I apologize for the delay. If you have any questions, please contact me. Sincerely, Michelle Dreibelbis MLD/s Enclosure(s) ;> -- -~ ~.~ r=- => ~_ . __, ;:; f,, ~r i`19 ~1ARKE'I~STREET MILI,ERSBURG, PA 17061 .2941 NORTH FRONT STREET' SUITE 712 F-IARRISBURG, VA 17]]0 ~~tILLERSBUaG 717.692.2345 HARRISBURG 717.2369511 FAX 717.692.3554 TOLL FREE 1-888-236-9519 www.shafferengle.com ~ t-: r; ~~ ZT r4J~ _ {` i Y. Y ~i w ~~ u w ~~ C z w~ ~, , x r w w w ^J ~: -- x ~- ~ ~ ~~ ,~ _~~' : ~;= ~~~i ~n-~ ,, ~~ ~l C~ CSi ,~ ~ O ice'-.~+ ~ ~ ~ ~ N ~ 4-+ ~ ~ ~ O ~ A-. ~ ~ ~ ~ ~ ~ .., •-~ O °: ~ U ~ C7 ~ ,-~ U r•.t ;;•, ~~ ~ ;. '_'. ;. ~.,:t t °:' .,..; ,:::~ ,~... °:..,