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Home My WebLink About08-17-09INVENTORY ~ '.('I ~ "I r :.-1 '': _ , _. I ~~~1 ~ , ~, , ..~ REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA 2009 AUG ! 3 PIS 12~ 00 COMMONWEALTH OF PENNSYLVANIA } SS CLER ~ GF oouNTYOF Cumberland } File Number 2PRlPWAIV4?COURT Scott H. Fisher and Nancy J. Fisher ~~","`~E~L?.`,`~~ ~ ~., Personal Representative(s) of Me Estate of Nancy C. Fisher 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 fts 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 memora dum 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 Sco . Fis 18 Pa.C.S. § 4904 relating to unsworn falsecation to } C. authorities. Nancy J. Fi r Attorney ~ (Name) Edward P. Seeber (Supreme Court I.D. No.) 76084 (Firm) James, Smith, Dietterick 8 Connelly, LLP (address) Suite C-400, 555 Gettysburg Pike, Mechanicsburg, PA 17055 (Telephone) 717-533-3280 DATE OF DEATH LAST RESIDENCE 820 St. Johns Drive DECEDENPS SOC. SEC. NO. 11/15/2008 Camp HIII, PA 17011 310-40-6142 FIGURES MUST BE TOTALED Personal Prooertv Cash ........................................................................ Personal Property ................................................. Stocks/Listed ......................................................... StockslClosely Held .............................................. Bonds ..................................................................... Partnerships and Sole Proprietorships .............. Mortgages and Notes Receivable ........................ All Other Property .................................................. Total Personal Property....... Total Real Property ................................................ Total Personal and Real Property ......................... 12,228.88 2,700.00 273,483.83 288,412.71 216,594.00 NOTE: The Memorandum of reel estate outside the Commonwealth of Pennsylvania may, at the election of the personal reDresantative include the value of each Item, but such figures should not be extended Into Ne total of the Inventory. (See 20 Pe. C.S. § 3301(b)) Farm RW-09 Rev. tat3zodd INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTYOF Cumberland } File Number 2008-01142 GATE OF DEATH UST RESIDENCE 520 St. Johns Drive DECEDENT5 SDC. SEC. NO. 11/1512008 Camp Hill, PA 17011. 310-40-6142 Cash American Century Investments Money Market Account No. 921-051730078 - 5.265.25 valued per letter dated 12/18108 American Century investments Money Market Account No. 921-051730078, 5.59 accrued interest -valued per letter dated 12N8108 Capital One -refund of account 63.09 Commerce Bank Checking Account No. 32079535 -valued per bank letter 4.20 dated 12/16108 Commerce Bank Savings Account No. 430055357 -valued per bank letter dated 3.135.08 12116108 Commerce Bank Savings Account No. 430055357, accrued interest -valued per 1.01 bank letter dated 12/16108 Dreyfus Worldwide Money Market Account No. 0762-0300099520 -valued per 759.70 letter dated 1/14109 Dreyfus Worldwide Money Market Account No. 0762-0300099520, accrued 0.59 Interest -valued per letter dated 1N4I09 Highmark Blue Shield -refund of insurance premium 16.40 MB,T Bank Checking Account No. 33235554 -valued per bank letter dated 279.96 1218108 MB,T Bank Checking Account No. 33235554, accrued Interest -valued per bank 0.01 letter dated 1218/08 (Attach additional sheets if necessary) Total Personal Property and Real Estate 505.006.71 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss File Number 200$-01142 DATE OF DEATH LAST RESIDENCE S2O St. JOhns DrIVe OECEDENT5 SOC. SEC. NO. 11/1512008 Camp Hill, PA 17011 310-40-6142 PA Department of Revenue - 2008 Income tax refund 179.00 United States Treasury - 2008 income tax refund 2,519.00 Total Cash 12,228.88 Personal Prooertv 1996 Ford Taurus Wagon -valued per Kelley Blue Book 850.00 1998 Pontiac Bonneville -valued per Kelley Blue Book 1,350.00 Miscellaneous personal property -valued per Executors 500.00 Total Personal Property 2,700.00 Stock /Listed 102.8870 shares Dryden Global Total Return Fd CI A held in Prudential Account No. 0272-0011200314 -valued per letter dated 1/28109 Morgan Stanley Brokerage Account No. 410-055499-140 -valued per account statement 8 public listing Morgan Stanley Brokerage Account No. 410-056498-140 -valued per account statement & public listing Wachovia Securities Brokerage Account No. 2767-8550 -valued per account statement 8 public listing Total Stock /Listed 592.63 102,382.87 80,336.90 90,171.43 273,483.83 -2- INVENTORY REGISTER OF WILLS OF Real estate located at 520 St Johns Drive, Hampden Township, Cumberland County, PA -valued per tax assessment x common level ratio (171,900 x 1.26) COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } CUMBERLAND COUNTY, PENNSYLVANIA Flle Number 2008-01142 DATE OF DEATH I LAST RESIDENCE 520 St. Johns DrIVe DECEDENTS SOC. SEC. ND. 11/1512008 Camp HIII, PA 17011 310-40-6142 Real Estate Total Real Estate -3- 216,594.00 216.594.00 August 11, 2009 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse 1 Courthouse Square Cazlisle, PA 17013 Re: Estate of Nancy C. Fisher File No. 2008-01142 Deaz Ms. Farner Strasbaugh: Enclosed are the following documents to be filed in the above-referenced Estate: 1. An original and two (2) copies of the Pennsylvania Inheritance Tax Return. 2. An original and one (1) copy of the Inventory. 3. A check in the amount of $935.82 made payable to the "Register of Wills, Agent" for the additional Pennsylvania inheritance tax due. 4. A check in the amount of $30.00 made payable to the "Register of Wills, Cumberland County" for the filing fee of the Return and Inventory. Please time-stamp the extra copies and return them to me in the enclosed self-addressed, stamped envelope. If you have any questions, please feel free to contact me. Very truly yours, SMITH, DIETTERICK & CONNELLY, LLP Baker, CP Paralegal cc: Nancy Fisher, Co-Executrix Scott Fisher, Co-Executor Reply to: Suite C-400 555 Gettysburg Pike Mechanicsburg, PA 17055 Direct Dial: 717-298-2094 Direct Fax: 717-298-2095 THE SECURITY FORMULA,, Cheryl L. Bake, CP Certified Paralegal clb@jsdc.com N n o ° C ~ a o ~~~ ~ ' ..:' i v ' ` j i i ~ ~_ n r ~, r i {J7C 7 ~ '~ 1 ` ' , _~ V ' i `c ~ ' _s O 134 SIPE AVENUE HUMMELSTOWN, PA 1]036 MAILING ADDRESS P.O. BOX 650 HERSHEY, PA 1]033 TOLL FREE 1.800.942.3660 TEL. ]12533.3250 FAX ]1].533]]]1 www.lstlucom