HomeMy WebLinkAbout11-23-09 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-09-0734
Mary B. Connolly
Personal Representative(s) of the Estate of Nicholas Connolly
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 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 memorandum at the end of this inventory
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I verify that the statements made in this Inven- ~ ri ~, j<'•7~~ ~' ~~,~ f.~~y- C7
tory are true and correct. I understand that false state- V~ / ? 9 - _~ _~ ~,..
ments herein are made subject to the penalties of Mary B. ~nnolly -- _ ~~ _ ~
18 Pa.C.S. § 4904 relating to unsworn falsification to } _° ~' ~a
authorities. - -
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Attorney -- (Name) George M. Rlter Esq. (Supreme Court 1. D. No.) x'8601
(Firm) Timoney Knox, LLP
(Address) P.O. Box 7544, Fort Washington, PA 19034
(Telephone) 215/646-6000
DATE OF DEATH LAST RESIDENCE 418 Deerfield Road DECEDENT'S SOC. SEC. N0.
07/1412009 Camp Hill, PA 17011 173-22-3821
FIGURES MUST BE TOTALED
Personal Propert
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 .........................
1,787.17
475,425.30
25,000.00
502,212.47
502,212.47
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. G.S. § 3301(b))
Forrn ftW-O9 Rev. ~0-13-2006
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REGISTER OF WILLS OF
INVENTORY
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-09-0734
DATE OF DEATH LAST RESIDENCE 418 Deerfield Road DECEDENT'S SOC. SEC. NO.
07/14/2009 Camp Hill, PA 17011 173-22-3821
Cash
M 8~ T Bank - #233940 1,438.08
Wells Fargo Advisors 349.09
Total Cash 1,787.17
Stock /Listed
300.0000 shares Susquehanna Bancshares 1,302.00
300.0000 shares Allied Irish Banks PLC 1,335.00
1,740.0000 shares Coca-Cola Company 85,347.00
1,700.0000 shares Exxon Mobil Corp 112,047.00
15.0000 shares Fairpoint Communications, Inc. 9.15
1,500.0000 shares Johnson 8 Johnson 87,112.50
306.0000 shares Monsanto Co. 22,648.59
15.0000 shares OSI Pharmaceuticals, Inc. 457.43
3,400.0000 shares Pfizer, Inc. 50,252.00
800.0600 shares PPG Industries, Inc. 35,098.63
600.0000 shares PPL Corporation 19,182.00
1,200.0000 shares Public Svc. Enterprise Group, Inc. 37,470.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate 502,212.47
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
DATE OF DEATH LAST RESIDENCE 418 D
07114/2009 Camp
800.0000 shares Yerizon Communicat
Bond
25,000.0000 Wachovia Mtg. , 4°1°, 3/12/10
File Number 21-09-0734
eerField Road DECEDENT'S SOC. SEC. NO.
Hill, PA 17011 173-22-3821
ions 23,164.00
Total Bond
Total Stock /Listed
475,425.30
25,000.00
25,000.00
-2-
~ i~o~E~ fox ~ p
~~ Attorneys a t L a w
Thomas ). Timoney
Mark E. Weand, Jr.
Michael O'Hara Peale, Jct
Charles). Weiss
James M. Jacquette
Herman). Weinrich'
George M. Riter}
Scott H. Wolpert"
Richard L Caplanx
Catherine M. Harper
David S. Reno
Joseph T. Thiroway
Mark F. Walmer
Ann Thornburg Weiss
Karen Schecter Dayno°}
Thomas A. Boulden
Carol A. Crisci
)ean Bond Brown
Kevin P. Schmidt'
Joshua S. Ganz'
Of Counsel
John P. Knox
John V. Hasson
Edward T. Egan
' Member IyJ Bar
XMember NY, D.C. Bars
+ Member MD, D.C. Bars
LLM Taxation
# CPA
Register of Wills of Cumberland County
COUrt HOUSe
One Court House Square, Room I02
Carlisle, PA 17013
400 Maryland Drive
P.O. Box 7544
Fort Washington, PA 1 9034-7544
www.timoneyknox.com
E-mail: griter@timoneyknox.com
Telephone: 215-646-6000
Facsimile: 21 5-646-0379
Direct Dial No.: 21 5.540.2632
Direct Facsimile No.: ?r.1~.591.8252
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November 16, 2009 =~ ~ F.
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RE: Estate of Nicholas Connolly #21-09-0734
Gentlemen:
We enclose the original and one copy each of the Inventory and Inheritance Tax
Return which we wish to file in the above,
We will look forward to receiving the Notice of Appraisement in due course.
Thank you.
MOU__NT CARMEL.OFfI_CE
1 22 North Oak Street
Mount Carmel, PA 17B57
Telephone. 570-339--4589
LANCASTER O_FF1CE
32 E. Chestnut Street
Lancaster, PA 1 7602
Telephone- 717- 393-1400
Facsimile-. 717- 393 -8565
GMR/pmf
Enclosures
269960 I
Sincerely,
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