HomeMy WebLinkAbout11-01-10INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENhI$YLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21-10-0538
Joyce Omer Stiles
i
Personal Representative(s) ofthe Estate of Duayne J. Omer
deceased, depose(s) and say(s) that the items appearing in the following inventory indude all of the persona ssets wherever
situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation p a opposite each
item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent o no real estate
outside of the Commonwealth of Pennsylvania except that which ppears in a orandum at end of this nventory.
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state- yCe Omer Stiles
ments herein are made subject to the penalties of
18 Pa.C.S. § 4904 relating to unswom falsification to
authorities.
Attorney - (Name) Aaron C. Jackson Esq. (Supreme Court I.D. No.) 200490
lF'r--~) Tucker Arensberg, P.C.
(address) 111 North Front Street, Harrisburg, PA 17108-0889
(Telephone) 717-234-4121
DATE OF DEATH LAST RESIDENCE 11 Village Drive DECEaE S SOC. SEC. NO.
05/15/2010 Mechanicsburg, PA 17050 188 X009
FIGURES MUST BE TOTALED
Personal Prooerty
Cash ...............................................................................................
Personal Property ........................................................................
Stocks/Listed ................................................................................
Stocks/Closely Held .....................................................................
Bonds ............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable ...............................................
All Other Property ........................................................................
Total Personal Property ........................................
Total Real Property ................................................
Total Personal and Real Property ........................
32,418.98
15.00
o -
2~79.2~.;' ~'
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66,523.24
205,000.00
271,523?A
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may at the election of the personal representative i fi
item, but such figures should not be extended into the total ot'the Inventory. (See 20 Pa. C.S. § 3301(b))
the value of each
Form RW-09 Rev. 10.13-2006
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-10-0538
DATE OF DEATH LAST RESIDENCE 11 Village Drive DECEDE SOC. SEC. NO.
05H5/2010 Mechanicsbu PA 17060 1882 9
~sBSb
Aspire Federal Credit Union -Savings account 1119385, valued per correspondence dlajbed 1,025.08
7/28H0 (attached hereto).
Comcast - Refund 53.34
Morgan Stanley Smith Barney - Caah back check. 300.00
PNC Bank - Checking account number 5080567439, valued per letter dated June 1'>F, 14,822.84
2010 (attached hereto).
PNC Bank -Money Market Savings account number 5008284537, valued per letter ~>*ted 15,968.67
June 17, 2010 (attached hereto).
Suburban Heating Oil Partners, LLC -Refund for oil service. 148.04
Total Cash 32,418.98
Personal PrePg~
Automobile - 2006 Dodge Charger Sedan 4 door, valued per Kelly Blue Book {attac~hled 10,828.00
hereto).
Total Personal Property 10,825.00
Stack /Listed
Computershare -Shares, valued per date of death (attached hereto). 2,137.28
Morgan Stanley -Securities account held by Morgan Stanley, valued per date of 21,142.00
(attached hereto).
Total Stock I Listed
23,278.26
(Attach additional sheets if necessary) Total Personal Property and Real Estate ' 271,523.24
-- ~ i
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-10-0538
DATE OF DEATH usr RESIDENCE 11 Pillage Drive DECEDENTS SOC. 3EC. NO.
05/15/Z010 Mechanicsburg.. PA 17050 188-2-~0~8
Real Estate
Real Estate -Real estate located at 11 Village Road, Mechanicsburg, Cumberland 205,000.00
County, PA per Settlement Statement dated September 24, 2010 (attached hereto).
Total Real Estate 205,000.00
-2-
TUCKER ARENSBERG
Attorneys
October 28 2010
VIA FIRST CLASS MAIL
Glenda Famer Strasbaugh
Register of Wills of Cumberland County
One Courthouse Square
Carlisle, PA 17013
Re:
File No.:
Date of Death:
Dear Ms. Famer Strasbaugh:
Estate of Duayne J. Orner
2110-0538
May 15, 2010
Qawn T. Heilman
dheilm~nl~tudcerlaw.com
Enclosed for filing please find an original and one (1) copy of the Inventory and an
two (2) copies of the Pennsylvania Inheritance tax return in the above-referenced ~
Please time-stamp one copy of each and return to me in the enclosed self-address
envelope. Additionally enclosed is a check payable to "Register of Wills" in the an
$30.00 representing the filing fee, and a check in the amount of $636.88 represent
due.
and
stamped
it of
the tax
Should you have any questions, please do not hesitate to contact me. Thank you ~jo~ your
cooperation in this matter. ~,
Very truly yours, ',
TUCKER ARENSBERG, P.C. ',
~~-T ',
Dawn T. Heilman
Paralegal to Aaron C. Jackson
/dth
Enclosure
cc: Joyce Omer Stiles, Executrix (w/o encl.)
HBGD6:116033-1 026112-146646
Tucker Arensberg, P.C. 111 North Front Street P.O. Box 889 Harrisburg, PA 17108
p. 800.257.4121 p. 717.234.4121 f. 717.232.6802
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