HomeMy WebLinkAbout08-25-08 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-07-01107
FranN; Gates
Personal Representative(s) of the Estate of Bruce L. Gates
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.
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 ank
18 Pa.C;.S. § 4904 relating to unsworn falsification to }
authorities.
Attorney -- (Name) Amy M. Moya (Supreme Court l.D. No.) 91402
(F'~") Law Offices of Susan E. Lederer __ ___
(Address) 4811 Jonestown Road, Ste 226, Harrisburg, PA 17109 __'
(Telephone) 717/652-7323
DATE OF (DEATH ~ LAST RESIDENCE 1000 West SOUth Street ~ DECEDENTS SOC. SEC. NO.
11/29/2007 Carlisle, PA 17013
FIGURES MUST BE TOTALED
Personal Proaerty
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 .........................
25,441.33
10,866.96
36,308.29
36,308.29
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, taut such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(b))
Form RW-09 Fze~. ~o-~s-zoos
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
COMMIONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-07-01107
DATE OF DEATH LAST RESIDENCE
1000 West South Street DECEDENTS SOC. SEC. NO.
11/29/2007 Carlisle, PA 17013
Cash
Cash 212.00
check HCR Manor Care (refund of nursing home care) 1,276.76
check from RiverSource Life Insurance Company (refund of premium) 1,212.79
check from Kindred Place (refund of housing) 1,534.29
check from Erie Insurance (refund of homeowners insurance -house was sold 240.00
prior to death)
check from Home Instead Senior Care/LDH Partners, Inc. (refund of nursing 700.00
care)
check from RiverSource (reimbursement from long term care insurance) 2,145.00
Coins Eisenhower dollars, Kennedy half dollars (safe price) 56.00
Pennsylvania Department of Revenue (income tax refund) 19.29
Pre-paid Funeral Account with Zimmerman-Auer Funeral Home 7,525.00
Prudential Life Insurance Policy No. 40 197 281, Bruce L. Gates, owner -Estate 10.520.20
of Bruce L. Gates, beneficiary
Total Cash 25,441.33
Stock /Listed
216.0000 shares PPL Corp titled to Bruce L. Gates 10,866.96
Total Stock /Listed 10,866.96
(Attach additional sheets if necessary) Total Personal Property and Real Estate 36,308.29
T
Susan H;. I,edeee~
August 22, 2008
•-
Register of Wills ~-? ~ ? `_~='
Cumberland County Courthouse ~ ~ `~
F ~~..-i .' ~'~
1 Courthouse Square ~ --- ~..~ ~ ~,
- c~ ;
Carlisle, Pennsylvania 17013 --
--r;
RE: ESTATE OF BRUCE L. GATES ~ ~ ~r~ rya
SOCIAL SECURITY NO.: 196-18-3646 Y~ ~ .~
DATE OF DEATH: 11-29-2007 ~
FILE NO.: 2007-01107
Ladies and Gentlemen:
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 Bruce L. Gates;
• One (1) check made payable to Register of Wills in the amount of
$70.00 for additional probate costs; and
• One (1) check made payable to Register of Wills in the amount of
$30.00 for filing fees.
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-page of the completed REV-1500 form and one (1)
additional photocopy of the front-page of the completed Inventory for the Estate have been provided.
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,
n
-.,
~~,; ~
~,,~
~~~ / ~
Amy M. Moya ~
Er-closures
4811 Jonestown Road Suite 226 Harrisburg, PA 17109 Phone 717.652.7323 Fax 717.652.7340 susanC~ledererlaw.com
www.ledererlaw.com