HomeMy WebLinkAbout08-25-08 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-07-01127
Susan Broy and Linda Sweger
Personal Representative(s) of the Estate of Rhueyebelle Smialek
deceased, depose(s) and say(s) that the items appearing in the following inventory includle all of the personal assets wherever
situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation<ptaced opposite each
item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned Ito real estate
outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of thisinventory.•-
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state- } ~•~,~~r '',~ "_ ""`~ _---- - - , `, --
ments herein are made subject to the penalties of ~ Susan Broy
18 Pa.C.S. § 4904 relating to unsworn falsification to ___ _ - --
-- -
authorities.
Attorney -- (Name) Amy M. MOya
(Firm) Law Offices of Susan E. Lederer
(Address) 4811 Jonestown Road, Ste 226, Harrisburg, PA 17109
(Telephone) 717/652-7323
(Supreme Court I.D. No.) 91402
DATE OF DEATH I LAST RESIDENCE 700 Walnut Bottom Road I DECEDENT'S SOC. SEC. NO.
1112512007 Carlisle, PA 17013
FIGURES MUST BE TOTALED
Personal Prouert
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 .........................
259,213.13
37,558.33
221,654.80
259,213.13
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. ~o-~s-zoos
INVENTORY
REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
DATE OF DEATH LAST RESIDENCE 700 Walnut Bottom Road I DECEDENT'S SOC. SEC. NO.
11125/2007 Carlisle, PA 17013
Cash
Checking Account, Account No. 13067-11, held at Members 1st FCU, titled to 32,774.74
Rhueyebelle Smialek (accrued interest $2.95)
Commonwealth of Pennsylvania - (unclaimed property) 94.36
Investment Savings Account, Account No. 13067-05, held at Members 1st FCU, 3,557.76
titled to Rhueyebelle Smialek (accrued interest $4.63)
Money Market, Account No. A09-0030121-684, held at Oppenheimer 8~ Co. Inc., 3.60
titled to Rhueyebelle D. Smialek
Personal Property 500.00
Regular Savings Account, Account No 13067-00, held at Members 1st FCU, 27.87
titled to Rhueyebelle Smialek
U.S. Treasury - (economic stimulus payment)
Total Cash
Stock /Listed
466.0000 shares Ashland Inc. -held at Oppenheimer 8~ Co. Inc., Account No.
A09-0030121-B84, titled to Rhueyebelle D. Smialek
164.0000 shares Boeing Co -held at Oppenheimer & Co. Inc., Account No.
A09-0030121-B84, titled to Rhueyebelle D. Smialek
228.0000 shares Chevron Texaco Corp -held at Oppenheimer & Co. Inc., Account No.
A09-0030121-B84, titled to Rhueyebelle D. Smialek
600.00
37,558.33
22,363.34
14,755.90
19,596.03
CUMBERLAND COUNTY, PENNSYLVANIA
File Number 21-07-01127
(Attach additional sheets if necessary) Total Personal Property and Real Estate 259,213.13
INVENTORY
REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
DATE OF DEATH LAST RESIDENCE 700 Walnut Bottom Road I DECEDENT'S SOC. SEC. NO.
11/25/2007 Carlisle, PA 17013
Dividend, Boeing Co. -held at Oppenheimer i3< Co. Inc., Account No. 57.40
A09-0030121-684, titled to Rhueyebelle D. Smialek (Ex: 1117107; Rec: 1119107;
Paid: 1217107) (164 shares)
Dividend, Chevron Texaco Corp. -held at Oppenheimer Ew Co. Inc., Account No. 132.24
A09-0030121-B84, titled to Rhueyebelle D. Smialek (Dec: 10131107; Rec:
11116107; Paid: 12110/07) (228 shares)
Dividend, Exelon Corp. -held at Oppenheimer 8~ Co. Inc., Account No. 90.64
A09-0030121-B84, titled to Rhueyebelle D. Smialek (Ex: 11113/07) (206 shares)
Dividend, Exxon Mobile Corp. -held at Oppenheimer & Co. Inc., Account No. 70.00
A09-0030121-B84, titled to Rhueyebelle D. Smialek (Ex: "1117107; Rec: 11/9107;
Paid: 12110/07) (200 shares)
Dividend, Fortune Brands Inc. -held at Oppenheimer & C:o. Inc., Account No. 85.26
A09-0030121-684, titled to Rhueyebelle D. Smialek (Rec: 1117/07; Paid: 12/3107)
(203 shares)
Dividend, Honeywell Intl. Inc. -held at Oppenheimer & Co. Inc., Account No. 50.00
A09-0030121-B84, titled to Rhueyebelle D. Smialek (Rec: 11120/07; Paid:
12110107) (200 shares)
Dividend, International Paper Co. -held at Oppenheimer 8~ Co. Inc., Account 33.00
No. A09-0030121-B84, titled to Rhueyebelle D. Smialek (Ftec: 11/16/07; Paid:
12114107) (132 shares)
Dividend, ITT Industrial -held at Oppenheimer 8~ Co. Inc., Account No. 56.00
A09-0030121-684, titled to Rhueyebelle D. Smialek (Ex: 11114/07) (100 shares)
Dividend, Johnson i~ Johnson -held at Oppenheimer i~ ICo. Inc., Account No. 83.00
A09-0030121-684, titled to Rhueyebelle D. Smialek (Ex: 11123/07; Rec: 11127/07;
Paid: 12111107) (200 shares)
CUMBERLAND COUNTY, PENNSYLVANIA
File Number 21-07-01127
-2-
INVENTORY
REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA .~ SS
COUNTY OF Cumberland }
DATE OF DEATH
11/25/2007
LAST RESIDENCE 700 Walnut Bottom Road I DECEDENT'S SOC. SEC. NO.
Carlisle, PA 17013
Dividend, Marathon Oil Corp. -held at Oppenheimer 8~ Co. Inc., Account No.
A09-0030121-B84, titled to Rhueyebelle D. Smialek (Rec: 11/21/07; Paid:
12110/07) (526 shares)
322.0000 shares Dow Chemical Co -held at Oppenheimer & Co. Inc., Account No.
A09-0030121-B84, titled to Rhueyebelle D. Smialek
206.0000 shares Exelon Corp -held at Oppenheimer 8~ Co. Inc., Account No.
A09-0030121-B84, titled to Rhueyebelle D. Smialek
200.0000 shares Exxon Mobile Corp. -held at Oppenheimer 8~ Co. tnc., Account No.
A09-0030121-684, titled to Rhueyebelle D. Smialek
203.0000 shares Fortune Brands Inc. -held at Oppenheimer 8~ Co. Inc., Account No.
A09-0030121-B84, titled to Rhueyebelle D. Smialek
200.0000 shares Honeywell Intl. Inc. -held at Oppenheimer 8~ Co. Inc., Account No.
A09-0030121-B84, titled to Rhueyebelle D. Smialek
132.0000 shares International Paper Co -held at Oppenheimer 8~ C:o. Inc., Account No.
A09-0030121-B84, titled to Rhueyebelle D. Smialek
100.0000 shares ITT Industrial -held at Oppenheimer & Co. Inc., Account No.
A09-0030121-684, titled to Rhueyebelle D. Smialek
200.0000 shares Johnson 8~ Johnson -held at Oppenheimer 8~ Co. Inc., Account No.
A09-0030121-B84, titled to Rhueyebelle D. Smialek
526.0000 shares Marathon Oil Corp. -held at Oppenheimer & Co. Ilnc., Account No
A09-0030121-B84, titled to Rhueyebelle D. Smialek
220.0000 shares Praxair Inc. -held at Oppenheimer 8~ Co. Inc., Account No.
A09-0030121-B84, titled to Rhueyebelle D. Smialek
CUMBERLAND (:OUNTY, PENNSYLVANIA
File Number 21-07-01127
126.24
12,858.27
16,578.37
17,498.50
15,665.00
10,833.00
4,318.38
6,197.25
13,400.00
29,257.44
17,702.85
-3-
INVENTORY
REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA .~ SS
COUNTY OF Cumberland }
DATE OF DEATH LAST RESIDENCE 700 Walnut Bottom Road I DECEDENT'S SOC. SEC. NO.
11/25/2007 Carlisle, PA 17013
302.0000 shares Textron Inc. -held at Oppenheimer 8~ Co. Inc., Account No.
A09-0030121-B84, titled to Rhueyebelle D. Smialek
Total Stock /Listed
CUMBERLAND COUNTY, PENNSYLVANIA
File Number 21-07-01127
19,846.69
221,654.80
-4-
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August 19, 2008
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, Pennsylvania 17013
RE: ESTATE OF RHUEYEBELLE SMIALEK
SOCIAL SECURITY NO.: 162-22-3659
DATE OF DEATH: 11-25-2007
FILE NO.: 21-07-01127
To Whom It May Concern:
Enclosed for filing with your office please find:
• Two (2) completed Form REV-1500 with attached date of
death valuations;
One (1) copy of the Last Will of Rhyeyebelle Smialek; and,
• One (1) check made payable to Register of `JVills, Agent in the amount of
$224.80 in payment of Pennsylvania Inheritance Tax.
Also enclosed for filing with your office is one (1) original Inventory for the above-
referenced Estate. Please advise if any additional fees or expenses are due with regard to this matter.
One (1) additional photocopy of the front-pl eed Inventory for th eE fate ha~veobeen prov ded.
additional photocopy of the front-page of the comp
Please time/date stamp these copies as received and return them to me in the envelope provided.
If there are any questions or further requirements regarding this return, please do not hesitate
to contact me.
Sincerely,
3
Amy ~AA. Moya
li
Enclosures
-l~ l 1 J~u~e~t~~wn Read Suite ??6 Harrisburg. PA » ~uw.ledereil~w c~~m~ ~~~~ ~ Fax 717.652.7340 Susan n ledererlaw.coi