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HomeMy WebLinkAbout11-19-08 (3)INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } Kurt R. Williams CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-08-0370 Personal Representative(s) of the Estate of THOMAS W ESHENBAUGH JR 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 saki Decedent, that the valuation placed oppesite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent ccpp ed no reamsstate ,, outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end ofs~inventory3 -_ I verily that the statements made in this Inven- G~ j ~ ~` A ~--~ `~ ~ ', tory are true and correct. I understand that false state- ------ -- - -'-~ -- ' - Kurt R. Williams `-`T` ~ ` ' ments herein are made subject to the penalties of ~ ~ 8 Pa.C.S. § 4904 relating to unsworn falsification to } ___.____._ _-____-_ __ _._ _ _ _ _ "~_ _ _ _ ~ ~ _ T authorities. -, , ~' _ ~` , --;, . ~' , .' ~ !V C.L} Attorney -- (Name) EDMUND G. MYERS (Supreme Court I.D. No.) 20558 (Firm) JOHNSON DUFFIE (Address) 301 MARKET STREET, LEMOYNE, PA 17043 (Telephone) (717) 761-4540 - - - -___ ._ _ _ _-__ _ DATE OF DEATH LAST RESIDENCE 1920 Elm Street DECEDENT'S SOC. SEC. N0. 03/24/2008 New Cumberland, PA 17070 716-09-8033 FIGURES MUST BE TOTALED Personal Property Cash ............................................................................................... 24,626.63 Personal Property ......................................................................... 26,175.00 Stocks/Listed ................................................................................. 179,632.93 Stocks/Closely Held ...................................................................... Bonds ............................................................................................. 56,414.06 Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... 120,000.00 All Other Property ......................................................................... Total Personal Property ......................................... 406,848.62 Total Real Property ................................................ Total Personal and Real Property ......................... 406,848.62 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 R'W-09 Rev.ro-~s-zoos INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-08-0370 DATE OF DEATH LAST RESIDENCE 1920 Elm Street 03/24/2008 New Gumberland, PA 17070 Cash Deposit to Account Deposit to Account International PA PN Payment -Final Pension Payment International PA PN Payment -Final Pension Payment M8T Bank Checking Account No. 913098233 Accrued income on above item through date of death Refund Received The Patriot News Subscribers Refund Traveler's Car Insurance -Refund on Account US Treasury -Social Security payment Total Cash DECEDENT'S SOC. SEC. ND. 716-09-8033 Personal Property 2008 Ford Explorer Personal Property -valued and Appraised by Chuck Bricker. AU094-L Total Personal Property 1,200.00 734.00 661.50 661.50 18,554.47 351.00 11.47 184.69 327.00 1,941.00 24,626.63 17,435.00 8,740.00 26,175.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 406,848.62 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA couNTY of Cumberland } ss File Number 21-08-0370 DATE OF DEATH LAST RESIDENCE 1920 Elm Street DECEDENTS SOC. SEC. NO. 03/24/2008 New Cumberland, PA 17070 716-09-8033 Stock /Listed 2,840.0000 shares International paper 76,751.00 MORGAN STANLEY CUSTODIAL ACCOUNT N0.410 035266 140 912.1510 shares American New Perspective B 27,993.91 621.5180 shares American WA Mutual B 19,409.84 1.386.3120 shares American WA Mutual C 43,197.37 933.9020 shares MS Global Dividend Growth Sec C 12,280.81 Total Stock /Listed 179,632.93 Bond 2,708.7810 shares Forward Fund ~ Emerald Growth Fund - A Account No. 15426 31,882.35 1,336.8780 The Income Fund of America #938870838 24,531.71 Total Bond 56,414.06 Mortgage /Note Receivable Promissory Note -Maker: Gail Eshenbaugh 120,000.00 Annual Rate 3.51% Total Mortgage /Note Receivable 120.000.00 -2- JOHNSON j~UFFIE November 18, 2008 Register of Wills Office Cumberland County Courthouse One Courthouse Square ~~ Carlisle, PA 17013 < . ~ ~ _ ~J _~ RE: Estate of Thomas W. Eshenbaugh, Jr =r ~' ~ Date of Death: March 24, 2008 = ~? ~ - _ Your File No.. 21-2008-0370 -~ -~ Our File No. 6957-1 = - =~- -__-; Dear Register: ?' -~ ~, t-~ cx3 Enclosed for filing please find the following documents for the above referenced decedent: 1. 2 Original PA Inheritance Tax Returns. There is tax due in the amount of $3,460.21. 2. Inventory 3. Three (3) copies of Page 1 of the Pa Inheritance tax return, which we ask that you time-stamp and return to us in the enclosed envelope. 4. Three (3) copies of Page 1 of the Inventory, which we ask that you time-stamp and retum to us in the enclosed envelope. 5. Estate Check No. 132 attached to this correspondence in the amount of $30.00 representing the filing fee for the Inheritance Tax Return and Inventory. Should you have any questions, please do not hesitate to contact our office. Thank you for you Very truly yours, SON, UFFIE, STEWART & WEIDNER Wieseman Estate Administration Paralegal Enc. c: Kurt Williams, Executor :350978 JOHNSON, DUFFLE, STEWART & WE[DNER, P.C. 1 1 1 ;' o ~ a _ ~~ -~ ny Z ~ ~ ~° ~ "' -~~ - ' -~ f 7" o n z ~~ r-•"' ~ '~ N w ~' ~ U' ~~ ~ ~ ~ ~ Quo ~~ m ~ m o `~ ~ _f m ~ - - ~ ~ i _ ~i• -.. 7 o UNfTE ~ ~~ ~~ ~~ zm m ai x o ~> ~ w N '"' .~ _ -'~v N ~"< n ~~ ' `_ O ~© ~ m ~, ~ ~ .,J N ~ v O ~~ ~~ b ~ Q W ~r