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Home My WebLink About01-11-10 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss File Number 21-09-00428 David M Bilunas Personal Representative(s) of the Estate of Jean Ruth Bilunas 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 m 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 ' a memorandum at a 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 David M Bilunas 18 Pa.C.S. § 4904 relating to unsworn falsification to } authorities. Attorney -- (Name) Marci S. Miller (Supreme Court i.D. No.) __ _ __ _ . _ __ (F'r"') Hazen Elder Law (Address) 2000 Linglestown Road, Harrisburg, PA 17110 (Telephone) 717-540-4332 204083 GATE OF DEATH LAST RESIDENCE 1808 Chatham Dr DECEDENT'S SOC. SEC. NO. 04110/2009 Camp Hill, PA 17011 176-34-8029 FIGURES MUST BE TOTALED Personal Property Cash ....................................................................... Personal Property ................................................. StockslListed ........................................................ O 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 ......................... 55,412.46 ~ 17,0000 y~ ~ :; :, _~. a-1 - -7j x w n-i ~ ~ a, ~ ~~'T7 ~ y, .. i~t'i 72,4{1'.46 ,' 148,500.00 220,912.46 fJOTE: 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)) Form RW-09 aev. ro-rs-zoos /~Y 1 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-09-00428 __ _ __ DATE OF DEATH LAST RESIDENCE 1808 Chatham Dr DECEDENTS SOC. SEC. N0. 04110!2009 Camp Hill, PA 17011 17fi-34-8029 Cash Americhoice Savings account #40088-01 36,001.27 Cash 65.00 PSECU Checking Acct. #0176348029-04 9,414.57 PSECU Money Market Acct. #0176348029-07 7,109.66 PSECU Savings Acct. #0176348029-01 41.36 Refund -overpayment of UGI utility 46.59 Refund -overpayment of Verizon telephone 67.16 Refund -Trip Mate Claim Account 441.00 Reimbursement -County Taxes for 9/22/09 -1/1!10 - As per attached HUD-1 156.42 Settlement Statement Line 414 Reimbursement -Refuse for 9!22/09 -10/1!09 - as per attached HUD-1 5.fi7 Settlement Statement Line 422 Reimbursement - Schaol Taxes for 9!22/09 - 7!1110 - As per attached HUD-1 798.93 Settlement Statement Line 415 Reimbursement -Sewer for 9/22109 -10/1/09 - as per attached HUD-1 3.72 Settlement Statement Line 421 Settlement proceeds of litigation - In the Matter of Alliance Capital 155.11 Management, LLC -dated 316/2009, received 6/2009 (Attach additional sheets if necessary) Total Personal Property and Real Estate 220,912.46 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-09-00428 GATE OF DEATH LAST RESIDENCE 1808 Chatham Dr DECEDENTS SOC. SEC. ND. 04/10/2009 Camp Hill, PA 17011 176-34-8029 State Employee Retirement System -Death benefit 1,106.00 Total Cash 55,412.46 Personal Property 19851mperial Mobile Home -contract sales price as per attached sales agreement Auto -BMW 740iL - as per attached Kelley Blue Book private party valuation; vehicle in fair condition Total Personal Property Real Estate Real Estate -1808 Chatham Dr., Camp Hill, PA -contract sales price as per attached HUD-1 Settlement Statement Line 401 Total Real Estate 10,000.00 7,000.00 17,000.00 148,500.00 148,500.00 -2- INVENTORY REGISTER OF WELLS OF CUMBERLAND COUNTY, PENNSYLVANIA Memorandum of Out-of-State Real Estate COMMONWEALTH OF PENNSYLVANIA couNTY of Cumberland } sS File Number 21-09-00428 DATE OF DEATH LAST RESIDENCE 1808 Chatham Dr DECEDENT'S SOC. SEC. N0. 04!10!2009 Camp Hill, PA 17011 176-34-8029 2.38 acres of Real Estate located in Mohave County, Arizona. -This asset being included on Schedule A far information purposes only. Decedent was a resident decedent who owned real propery in Arizona, which is not taxable for PA Inheritance tax purposes. 8,350.00 Total Out-of-State Real Estate 8,350.00 ~~~v r.~ .~ ~~ LAW An Estate Planning, Elder Law and Special Needs Planning Law Firm 2000 Linglestown Road, Suite 202 Harrisburg, PA 17110 Tn.: (71?) 540-4332 sax: (717) 540-4313 January 8, 2010 CERTIFIED MAIL Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Jean Ruth Bilunas File No.: 21-09-00428 Social Security No.: 176-34-8029 Inheritance Tax Return To: The Register of Wills: www.HazenElderLaw.com Marielle F. Hazen, CELA* Marci S. Miller, Associate ("~ b y,~ ~~ -,~, ~ ~,,, ~l r-r? N , ~ ~4~:) ~ ~ cn ` ' Enclosed for filing please find the original and one copy of the above-referenced Inheritance Tax Return and Inventory, along with a copy of the first page of the Inheritance Tax Return and a check # 1010 in the amount of $1455.53 for payment of the inheritance tax balance due. Please date stamp the first page of the return and a copy of the Inventory and return them to my office in the enclosed self-addressed envelope. Also enclosed is a check for the filing fee in the amount of $30.00. If you have any questions or require any additional information, please do not hesitate to contact me. Sincerely, ~ov~~ Corinne Eggers Woodhouse Paralegal Enclosures cc: *Certifred Elder Law Attorney by the National Elder law Foundation as authorized by the Pennsylvania Supreme Court