HomeMy WebLinkAbout12-29-08fNVENTORY
REGISTER OF WILLS OF
COMMOMNEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
Gary G. Kimes
Personal Representative(s) of the Estate of
CUMBERLAND COUNTY, PENNSYLVANIA
} ss
File Number 21-08-1131
Lizetta P. Kimes
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 opposite each
item of sand inventory represents its fair value as of the date of the decedent's death, and that D~eectent~owned no real estate
outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at. h end of this inventory.
I verify that the statements made in this Inven- - t'~~~/ ~~'
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of ~ Gary G. Imes
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
/ 7
r
Attorney -- (Name) avid A Megay Esquire (Supreme Courf I.D. No.) 50453
(Firm)/ ~ NNELL, WEISS 8~ MATTEI, P.C.
( d/ress) 41 E igh Street, Pottstown, PA 19464-5426
( 323-2800
DATE OF DEATH LAST RESIDENCE 131 Cottage Road DECEDENT'S SOC. SEC. N0.
11/06/2008 Shippensburg, PA 17257 192-24-6927
FIGURES MUST BE TOTALED
Personal Proaertv
Cash ............................................................................................... .. 31,Q~.11
Personal Property ................................... -=~ -, _:,
_:
Stocks/Listed ................................................................................. 1 -t
-;
Stocks/Closely Held ...................................................................... ~:.-, r.~
~.:~
Bonds ............................................................................................. __ _
~~
Partnerships and Sole Proprietorships ' "- ` '
_ . -'-'I
Mortgages and Notes Receivable ............................................... ~'
All Other Property ......................................................................... ~
Total Personal Property ......................................... 31,098.11
Total Real Property ................................................
Total Personal and Real Property ......................... 31,098.11
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 kev. f0-13-2006
_\
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONVVEALTH OF PENNSYLVANIA
couNTY of Cumberland } ss File Number 21-08-1131
DATE OF DE,4TH LAST RESIDENCE 131 Cottage Road DECEDENTS SOC. SEC. NO.
11/06/2008 Shippensburg, PA 17257 192-24-6927
Cash
M8T Bank - CD #31003913373129
Accrued interest on above item through date of death
MS<T Bank -Checking Acct. #913076421
Accrued interest on above item through date of death
Total Cash
30,000.00
47.40
1,050.67
0.04
31,098.11
(Attach adl~itional sheets if necessary) Total Personal Property and Real Estate 31,098.11
John A. Koury, Jr.
Richard D. Linderman
David S. Kaplan
Henry T. Zale
David A. Megay
Gary L. Stein'
Ryan A. Costello
Kathleen M. Martin a
James C. Kovaleski 3
Jamie V. Ottaviano
Joseph K. Koury'
IMember, Califilrnia Bar
'Member, National Academy of
Elder Law Attorneys
~LL.M. in Taxation
O~JV~r~i
_~,~,»~~ L AW
O'Donnell, Weiss & Mattel, P.C.
Website: www.owmlaw.com
E-mail: dmegay@owmlaw.com
Wm. A. O'Donnell, Jr. (1914-1971)
EmidioJ. Mattel (1924-1981)
Alvin L. Weiss (Retired)
December 16, 2008
Register of Wills
Cumberland County
1 Courthouse Square
Room 102
Carlisle, PA 17013
POTTSTOWN OFFICE
41 East High Street
Pottstown, PA 19464-5426
Tel: b 10.323.2800
Fax: 6 10.323.2845
PHOENIXVILLE OFFICE
347 Bridge Street, Suite 200
Phoenixville, PA 19460
Tel: b 10.9 17.9347
Fax: 610.917.9348
PLEASE REPLY TO PHOENIXVILLE OFFICE
Re: Estate of Lizetta P. Kimes a/k/a Lizetta H. Kimes, Deceased ~ ~'
File #21-08-1131 ~_`:-, ~=-
I~-
Dear Sir or Madam:
,a
~._;.~
Enclosed please find the following: -- -t,
1. Two (2) signed copies of the Pennsylvania Inheritance Tax Return, tgg~ther i
check in the amount of $1,063.88, payable to the Register of Gl/ills, Age.
representing payment of the tax due; and
2. One (1) signed copy of the Inventory.
Please acknowledge receipt of the documents and tax payment by date stamping the
enclosed copy of this letter and returning it to me in the enclosed, self-addressed, stamped
envelope.
Thank you for your assistance.
Very truly yours,
oLJavid ~. ~~e~a~
David A. Megay
For O'DONNELL, WEISS & MATTEI, P.C.
DAM:kr
Einclosures
cc: Mr. Gary G. Kimes
Ilo~.vm56slCompanyl0 WM DocumenlslESTATESIDAMU(imes Lizetta KME 5006.000VtrVtOW. Cumberland County.lh forwarding PA Inherilanm Tax Return & Inventory.lY 16 08.doc
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