HomeMy WebLinkAbout10-08-08 (2)
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
couNTY of Cumberland }
File Number 21-08-0105
David E. Patton
Personal Representative(s) of the Estate of Jean C. Patton
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 de8th, and that Decedent owned no real estate
outside of the Commonwealth of Pennsylvania except that a pears in art d of~tahis'n~ventory.
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. § 4904 relating to unsworn falsification to
authorities.
Attorney - (Name)
(Firm)
(Address)
(Telephone)
Michael L. Bangs
(Supreme Court I.D. No.) 41263
429 South 18th Street, Camp Hill, PA 17011 __
7171730-7310
DATE OF DEATH LAST RESIDENCE 417 Parkside Road
0111312008 Camp Hill, PA 17011
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 .........................
DECEDENTS SOC. SEC. NO.
191-12-2709
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176,859.99
176,859.99
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))
David E. Patton
Form RW-09 Rev. 10-13-2006 1 - 1
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
couNTY of Cumberland }
DATE OF DEATH LAST RESIDENCE 417 Parkside Road
01113/2008 Camp Hill, PA 17011
Cash
File Number 21-08-0105
DECEDENTS SOC. SEC. NO.
191-12-2709
Fidelity Mutual Life Insurance -distribution
IRS Stimulus payment
PA State Employees Credit Union -Money Market Account
PA State Employees Credit Union -Savings Account
PNC Bank -Account #5140048658
Refund -Refund from IRS (2007 individual income taxes)
Refund -Refund from Verizon Wireless
Refund from Continental Casualty Company -policy cancellation
Refund from Nationwide Insurance -policy cancellation
Refund from The Woods
Sale of 1998 Buick Century
Sale of miscellaneous personal property
Total Cash
1,231.79
600.00
164,407.16
33.55
2,380.26
1,128.00
140.95
154.01
111.60
1,750.00
4,300.00
622.67
176,859.99
(Attach additional sheets if necessary) Total Personal Propertiy and Real Estate 176,859.99
~~~ ~~ ~~ PHONE: 717-730-7310
429 SOUTH 18TH STREET FAX: 717-730-7374
CAMP HII,L, PA 17011
E-mail: •••;1cr1+9nof~Ve^~~n.net
WILLIAM E. MILLER, JR.
MICHAEL L. BANGS, Attorney-at-Law Of Counsel
WENDY K. STRAUB, Paralegal
October 7, 2008
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Glenda Farner Strasbaugh, Register of Wills = T ~, ~ ,
Cumberland County Courthouse __
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One Courthouse Square - ~ _'`„ ^° ~;
Carlisle, PA 17013 `~' ~~ - -
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RE: Estate of Jean C. Patton ~
File No. 21-08-0105
Dear Mrs. Strasbaugh:
Enclosed for filing as part of the above-referenced estate you will find the following:
1. The original and one copy of an inheritance tax return;
2. The original inventory;
3. A check in the amount of $30.00 to pay the filing fee.
The estate previously made an estimated tax payment and the return shows a refund due to the estate in
the amount of $138.38.
Kindly return a paid receipt to me in the enclosed, stamped, pre-addressed envelope.
If you require anything further, please contact me directly.
Very truly yours,
Michael L. Bangs
wks
Enclosures
cc: Mr. David E. Patton
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