Loading...
HomeMy WebLinkAbout07-06-09INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA ~ SS couNTY or CUMBERLAND File Number 21 08 1024 Personal Representative(s) of the Estate of JOHN A JOHNSON deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation plac osite e~ item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no rea ~ outsid~f the`'." Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventor C7 t'- t m ~ ~ I verify that the statements made in this Inven- ~ ~~ ; ,-~. n __ , tory are true and correct. I understand that false state- CA Y CLO GH, E ECUTRI - ments herein are made subject to the penalties of ~ ~ . l8 Pa. C.S. 3 4904 relating to unswcrn falsification to -~ *~ W authorities. ,~.. Attorney -- (Name) DAVID H STONE, ESQUIRE (Supreme Court LD. No.) 39785 (Address) 414 BRIDGE STREET NEW CUMBERLAND PA 17070- (Telephone) (717) 774-7435 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. NO. 863 OAK OVAL 10/9/2008 MECHANICSBURG PA 17055- FIGURES MUST BE TOTALED 4911.449 shares Janney Montgomery-Alliance Bernstein Global Bd Fd @ $7.110 each 900.534 shares Janney Montgomery-Alliance Bernstein High Inc Fd @ $6.580 each Janney Montgomery-cash account 790.00 shares Janney Montgomery-Nuveen Quality Pfd Inc Fd 3Com @ $3.555 each 2741.00 shares Janney Montgomery-Putnam High Yield Tr @ $6.040 each PNC Bank-Checking Acct #5140032138 Princ. $24,716.92, Int. $.20 PNC Bank-Checking Acct #5140032138 -Accrued Interest (Attach additional sheets as needed) 34, 920.40 5,925.51 358.19 2,808.45 16,555.64 24, 716.92 0.20 ____ TOTAL: 85,679.46 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value oreach item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. ,¢ 3301(b)) Form RW-09 rev. !0.13.06 Continuation of Inventory JOHN A JOHNSON Decedent Name 21 08 1024 File Number Description of Inventory Janney Montgomery-uncashed checks Subtotal 394.15 394.15 STONE LAFAVEK &SHEKLETSKI ATTORNEYS AT LAW 414 BRIDGE STREET OF COUNSEL POST OFFICE BOX E CHARLES H. STONE DAVID H. STONE GERALD J. SHEKLETSKI NEW CUMBE$LAND. PA 17070 JON F. LnFAVER ELIZABETH B. STONE www.stonelaw.net TELEPHONE (717) 774-7435 FACSIMILE (717)774-3869 July 2, 2009 Register of Wills Office Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of John A. Johnson Estate No. 21-08-.1024 Greetings: Please find enclosed an original and one copy of the Inventory and Inheritance Tax Return in the above captioned estate. Please clock in the copy of the Inventory and send it back to our office with the receipts in the enclosed stamped addressed envelope. Also, enclosed is an estate check in the amount of $30.00 for filing the return and inventory. Thank you for your attens ionlease callt our offices matter and should you have any question p Very truly yours, STONE La AVER & SHEKLETSKI a ~r. ne C3 ~ s° , ", c DHS / tmb ~, ~ ~"` ~ Enclosures ~ zT~ ~ ' ~ Q ~ ' W ~"