HomeMy WebLinkAbout10-27-10 (3)INVENTORY ~, _~=
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REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNS'~iIA~ '~
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COMMONWEALTH OF PENNSYLVANIA ~ SS `~ ~ '
COUNTY OF File Number 21 10 --
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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
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