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HomeMy WebLinkAbout11-23-09 (2)r.o n o ~= O w INVENTORY ;~~ ~ o ?~ ~ rte- "~ ;_ ., ~ ~ N REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSY~~.~TIAA C_) ~ ~~ is L ~ COMMONWEALTH OF PENNSYLVANIA ) ~ ~ -- COUNTY OF CUMBERLAND ) SS File Number 21-0~=1065 cn MARLIN EDWARD KOHLER and KEITH DRINKWATER KOHLER. Personal Representatives of the Estate of ALICE L. KOHLER. Deceased, depose and say 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 Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. We verify that the statements made in this ) Inventory are true and correct. We understand) that false statements herein are made subject ) to the penalties of 18 Pa.C.S. § 4904 relating ) to unsworn falsification to authorities. ) ~ ~~~ ~ ~~ Marl' Edward Kohler, Co-Executor eith Drinkwater Kohler, Co-Executor Attorney -(Name) Joshua B. Beisker (Supreme Court I.D. No.) 94545 (Address)Rhoads & Sinon LLP, P.O. Box 1146 Harrisburg PA 17108-1146 10/16/2008 441 South Third Street Lemoyne, PA 17043 FIGURES MUST BE TOTALED See attached additional sEC. $141,360.81 TOTAL: ~ $141,360.81 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsyl include the value of each item, but such figures should not be extended i may, at the election of the personal representative the total of the Inventory. (See 20 Pn. C.S. ,~ 3301(b)) ,,.., r-~ ~. ~-> ~~ :a : ,~ ~> :~a ~:;~ t-a"~ ~~ -: L c';'> ~~ :, _~; .. , . _.., r.7 Form RW-09 rev. 10.13.06 744243.1 Estate of Alice L. Kohler Estate Inventory Valued as of Date of Death Cash & Cash Equivalents M&T Bank Cking Acct. #52232395 Interest at Date of Death Total Cash & Cash Equivalents No. of Shares Stocks 39 MetLife, Inc. Total Stocks Tangible Personal Property 2007 Buick LaCross automobile Household and personal articles Total Tangible Personal Property Miscellaneous Penn National Insurance, refund, auto insurance Refund, Citibank Homestead Travel, refund HSBC, credit card refund PA Department of Revenue, refund, decedent's final PA40 (2008) US Treasury, refund, decedent's final 1040 (2008) Total Miscellaneous Real Property Real property, 7420 Spring Road, New Bloomfield, PA, more particularly described in Deed dated 1/30/03, and recorded at Perry County Instrument #200301189 Total Real Property Total Inventory $ 11,383.47 0.31 $ 11,383.78 $ 1,248.78 12,915.00 4,146.00 28.00 15.98 400.00 13.27 10.00 1,200.00 $ 110,000.00 1,248.78 17,061.00 1,667.25 110,000.00 $ 141,360.81 k ~~~ ,/(.11\~ BROADS II1:..~. & SINON LLP November 20, 2009 Re: Estate of Alice L. Kohler No. 2008-01065 Ms. Glenda Famer-Strasbaugh Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Dear Ms. Farner-Strasbaugh: Enclosed are the following for the above-captioned Estate: Joshua Beisker ph (717)137-6785 fx (717) 231-6676 jbeisker@rhoads-sinon.com FILE NO: 76S8IO2 c~ ~ ~~: ~ O ~o -;r, . -; -"- ~ "'d :~ O f-r-~ : ) S", -~ '---~ r ~ ~~-,7 C~ r-+ r rF x _ ' : ~ '~"1 ~ : "1 _- .. ~ , c~ Pennsylvania Inheritance Tax Return, in duplicate, showing tax due in the amount of $22,742.01; 2. Check in the sum of $22,742.01 in payment of tax due; Inventory; 4. Check in the sum of $30.00 in payment of your filing fees; 5. A copy of this letter, first page of Pennsylvania Inheritance Tax Return, and the Inventory attached, which we ask that you time stamp and return in the enclosed self-addressed stamped envelope. Very truly yours, RxOADS & SINON LLP ~/~' oshua Beisker Enclosures 762101.1 Rhoads 6z Sinon LLP Attorneys at Law • Twelfth Floor One South Market Square P.O. Box 1146 Harrisburg, PA 17108-1146 • ph (717) 233-5731 fx (717) 232-1459 • www.rhoads-sinon.com