HomeMy WebLinkAbout07-06-09
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Scninci Ad~-ice. Smarter- I~ecisic>ns.
17 South Second Street, 6`h Floor
Harrisburg, PA 17101.-2039
717.233.1000 Voice
717.233.6740 Fax
www.skarlatoszonarich.com
July 2, 2009
Cumberland County Register of Wills
1 Courthouse Square
Carlisle, PA 17013
RE: Estate of Florence S. Ober
Estate No. 2108-0994
Ladies and Gentlemen:
Enclosed please find the following:
Sharon K. Shaffer, Estate Administator
sharon@skarlatoszonarich.com
(1) Two copies of the PA Inheritance Tax Return.
(2) Two copies of the Cumberland County Inventory.
(3) Check in the amount of $30.00 representing the filing fee.
(4) Copies of the signature pages -please time-stamp and return in the envelope
provided.
If you have any questions, please do not hesitate to contact me. Thank you.
Sincerely, ,,,~
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Sharon K. Shaffer ~- Cit- ~
Estate Administrator +~~. ~ ~,~
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A Member of LawPactTM - An International Association of Independent Law Firms
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA l SS
COUNTY OF ) File Number 21-08-0994
Personal Representative(s) of the Estate of FLORENCE S. OBER
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 memor ndum 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
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) Gregory S. Chelap
(Address) 17 S. 2nd St., 6th Floor, Harrisburg, PA 17101
(Telephone) 717-233-1000
DATE OF DEATH LAST RESIDENCE DECEDENTS SOC. SEC. NO.
09/19/2008 1034 W. Trindle Road, Mechanicsburg, PA 170-28-7811
FIGURES MUST BE TOTALED
See Attached Detail
1,059,423.09
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(Attach additional sheets as needed)
TOTAL: ~ 1,059,423.09
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))
(Supreme Court I.D. No.) ! a ~ ~-3
Form RW-09 rev. 10.13.06
~~
Florence S. Ober
Estate Inventory
Valued as of Date of Death
Cash & Cash Equivalents
Edward Jones Cash Account
Total Cash & Cash Equivalents
No. of
Shares Stocks
251.11955 Alcatel Lucent Sponsored ADR
438.45102 Allied Irish Bks PLC Spon ADR
645.4824 AT & T
570.77972 Bank of America Corp.
77.18836 BP Amoco PLC Spon ADR
659.35365 Carlisle COS Inc.
58 Citadel Broadcasting Corp.
270.73229 Citigroup Inc.
441 Comcast Corp. New CL A
500 Corning, INc.
189 Darden Restaurants, Inc.
425 EMC Corp Mass
649.09004 Harley Davidson Inc.
375.20899 Hershey Co.
823.36098 Home Depot, Inc.
734.60467 Intel Corp.
47.05566 International Business Machines
83 LSI Logic Corp
106 Martha Stewart Living Omnimedia
CLA
178 McDonalds Corp
649.20035 Microsoft Corp.
122 NCR Corp New
38 Nortel Networks Corp.
Page 1
120,688.30
1,104.30
9,273.24
19,503.25
21,093.16
4,139.23
23,967.51
57.71
5,621.76
6,727.46
8,542.50
5,888.30
5,537.75
29,355.10
15,623.70
22,992.36
14,170.52
5,681.97
502.98
996.93
11,487.23
16,197.55
2,937.15
109.63
~ 120,688.30
(1)
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No. of
Shares
165.23194
1,283.23609
139.66333
500
165
87.48912
122
760.39919
162.55179
Par
Stocks
Pepsico, Inc. Common
PPL Corp. Common
Procter & Game Co. Common
Rite Aid Corp. Common
Starbucks Corp. Common
Target Corp.
Teradata Corp. Del. Common
Walt Disney Co. Common
YUM Brands, Inc. Colmm
Total Stocks
Value Bonds, Debentures & T-Bills
5,000 Chester County PA Hlth & Ed Rev
Bond 5.35% matures 5/15/27
Interest at Date of Death
50,000 Lake Lehman Sch Dist PA Gen Obl
bond Matures 4/ 1 /24 0%
10,000 Montgomery Cnty PA Indl. Dev.
Bond Matures 6/1/29 5.05%
Interest at Date of Death
Total Bonds, Debentures & T-Bills
Real Property
13.16 Acre Farm and Residence
Farmland (16.2 acres)
Total Real Property
No. of
Shares Mutual Funds
73 8.616 AMCAP Fund Class A
1,124.722 American Balanced Fund CL
585.831 Bond Fund of America Cl A
86.982 Capital Income Builder Fund C1 A
890.086 Capital World Growth & Income
Page 2
Estate Inventory (Continued)
12,191.64
48,923.3 8
9,839.28
515.00
2,601.23
2,393.70
2,727.92
25,891.59
6,320.01
$ 4,765.85
93.32
20,313.00
8,611.20
152.90
119,540.60
74,560.50
11,647.97
19,243.99
6,953.81
4,547.42
32,078.70
342,915.04
33,936.27
194,101.10
(2)
Estate Inventory (Continued)
No. of
Shares Mutual Funds
Fund C 1 A
15 Fidelity Biotechnology Fund 1 022.10
202.714 Fidelity China Region Fund 4 475.93
493.313 Fidelity Europe Fund 15 800.82
1,870.691 Fidelity Low Priced Stock Fund 59 712.46
160.845 Fidelity Software & Computer
Services Fund 10,271.56
3,433.207 Fidelity Spartan Penna Municipal
Income Fund 35,774.02
302.862 Goldman Sachs High Yield
Municipal Income Fund 2 777,24
1,142.257 Income fund of America CL A 19,030.00
1,131.478 Investment Company of America
Fund CL A 31,341.94
6,542.396 Lord Abbett Affiliated Fund CL A 77,265.70
277.792 New Perspective Fund CL A 7 817.07
602.694 Van Kampen High Yield Municipal
Fund CL A 5,828.05
485.874 Washington Mutual Investors Fund
CL A 14,245.83
271.07 Washington Mutual Investors Fund
CL A 7,947.77
Total Mutual Funds $ 367,782.38
Total Inventory $ 1,059,423.09
Page 3
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