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HomeMy WebLinkAbout10-27-10 (3)INVENTORY ~, _~= ~ ~ o '~ REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNS'~iIA~ '~ ~prn r~ ~~ J COMMONWEALTH OF PENNSYLVANIA ~ SS `~ ~ ' COUNTY OF File Number 21 10 -- ;~ _ T ~-+ O ~ ~ C, Personal Representative(s) of the Estate of HELEN E. MONG 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 appeazs in a memorandum at the end of this inventory. I verify that the statements made in this Inven- ~~;_, ~ , tory aze true and correct. I understand that false state- ments herein aze made subject to the penalties of 18 Pa. C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) DAVID H RADCLIFF ESQ (Supreme Court I.D. No.) 25483 (Address) 1011 MUMMA ROAD STE 201 LEMOYNE PA 17043 (Telephone) 717 236-9318 DECEDENTS SOC. SEC. NO. DATE OF DEATH PA FIGURES MUST BE TOTALED Residence at 298 Sample Bridge Road, Mechanicsburg, Silver Spring Twp, PIN 38-14-0847-020 20 sh Prudential Financial x$49.14 977.9870 sh Blackrock Global Allocation Fund C l~$16.21 1264.4670 sh American Bond Fd America CI C @$11.97 278.6680 sh American Cap Inc Bldr Fd CI A x$46.00 402.9990 sh American Fundamental Investors CI A x$31.09 ML Bank Deposit Program ie~.,~t. additional sheets as needed) 102,500.00 1,425.06 15,853.17 15,135.67 12,818.73 12, 529.24 103.77 167.986.5 i 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)) LAST RESIDENCE !98 SAMPLE BRIDGE ROAD JIFCHANICSBURG Form RW-09 rev. 10.13.06 Continuation of Inventory HELEN E. MONG 21 10 00218 Decedent Name PBQe ~ File Number Description of Inventory CMA Money Fund Refund -Bent Creek PNC Bank, NA Acct #5005299526 2009 Federal Income Tax Refund Farmers New Century Insurance -Premium Return 477.00 2,453.70 638.30 3,592.00 459.93 Subtotal ~ S 7,620.93 Grand Total ~ S 167.986.57 Radcliff Law Office, P. C, 1011 Mumma Road, Suite 201 Lemoyne, Pennsylvania 17043 (717) 236-9318 Fax (877) 314-5781 Glenda Farner Strasbaugh, October 26, 2010 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 ~: Estate of Helen E. Mong File No. 21 10 0218 Dear Mrs. Strasbaugh: Enclosed for filing aze the following for the above estate: 1. An original and one copy of the REV-1500, PA Inheritance Tax Return 2. An original Inventory 3. Check in the amount of $1,020.09 for inheritance tax due. 4. Check in the amount of $30.00 for the filing fee Also enclosed are additional copies of the REV-1500 and the Inventory to be clocked in and returned to our office in the enclosed envelope. If you need additional items, please contact our office. Enclosures Very truly yours, ut(GLr% David H. Radcliff c o ~~, q ~~-, -ZJ = t C' 1 r- ~ Q~L7 n - `_ r '- - ry r~ ~ b ~ _ b .. ` -ri ~ ~ J ~J W ~: p p o r> 300 o I O~N•- .'~NNo l~~~o~ ~ N op 0 ~~~i "~ N <L M avW ~e ` o -~ Q~„~,~ N O < ~~uurnrn ~~ O O `~ N h '~ ~' O .~ ~~_; __' _ _, ._ ~ ~ U I . _ _ ~ l L O ~ ~, ~ M i"' ' ~~' a O ~ C!~ ' ' .y ' e_ `' n_ t t'' ` ~ ~ ~ O a'' s._a ~. ~ P O --= ~' ~ -c3 ~ _ __ <_ -s ~ ... ~ U bn ~ c C7~U~ U ..~. w .,,. ~: -;-- M ~ ~ d' U ~ ~" PG ~+ ~ fC 3 ~ o¢, a~~~ ~ ~ N >+ ~ e-i ~ O ~ .-]