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Home My WebLink About12-13-10 (3)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS - COUNTY OF Cumberland File Number 21-10-0309 __ Kimberly L Rhoades Persona{ Representative(s) of the Estate of Nelson L. Minich _ __ 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 ownE;d no real es~te outside of the Commonwealth of Pennsylvania except that whi pears in a me or n um at the end, off inventory.c~ _:~,} I verify that the statements made in this Inven- ~ G'~,~/'~ ~0 `~ ~ . '.~.~ tory are true and correct. I understand that false state- Kimberly L. Rhoades ~ ~ ~ ~~ . ' till ~ t'1 C.~ a ;.~=~? ments herein are made subject to the penalties of _`_ ~`~~~_ 18 Pa.C.S. § 4904 relating to unsworn falsification to ~ ~~~~ --~- '~' -' authorities. ~~ =s "; i W Attorney -- (Name) (Firm) (Address) (Telephone} Michael L. Bangs C>~ ~~ :n~ (Supreme Court 1. D. No.) ~ ~=C ~ ~~ ; rr .. tV `~ --#1263 429 South 18th Street, Camp Hill, PA 17011 717/730-7310 DATE OF DEATH LAST RESIDENCE 370 South Middlesex Road DECEDENT'S SOC. SEC. NO. 03/13/2010 Carlisle, PA 17015 191-1$-2558 FIGURES MUST BE TOTALED Personal Property 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 ........................ 83,174.56 532,832.42 4,082.98 620,089.96 803,139.45 1,423,229.41 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)) Form R~/-~9 Rev. 10-13-2006 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS File Number 21-10-0309 COUNTY OF Cumberland DATE OF DEATH LAST RESIDENCE 370 South Middlesex Road DECEDENT'S SOC. SEC. NO. 03/13/2010 Carlisle, PA 17015 191-18-2558 Accrued March rents due decedent for various rentals - As of date of death but 3,901.14 deposited after death Hoffman Roth Funeral Home -refund of overpayment 100.00 M&T Bank -Checking Account #10447 entitled the Nelson L. Minich Rental Account. 14,470.33 Metropolitan Life Insurance -refund of home care policy 79.28 Proceeds from sale of 1931 Chevrolet automobile 8.000.00 Proceeds from sate of 1932 Ford automobile 10,000.00 Proceeds from sale of 1950 Ford automobile 2,000.00 Proceeds from sale of 1956 Chevrolet truck 450.00 Proceeds from sale of John Deere tractor 5.000.00 Refund from ECM Insurance -1789 W. Trindle Road property 256.00 Refund from EMC Insurance -premium refund for 151 North Middleton Road (this 1,435.00 property was a specific bequest to the decedent's granddaughter Kimberly L. Rhoades) Sale of 1998 Chevy Pickup Truck 3,250.00 Sale of Nylon Remington 66 22 gun -sold to Charles N. Minich, Jr. 175.00 Slatebank royalties 312.00 Sovereign Bank -Checking Account 7,503.25 Sovereign Bank -Money Market 19,885.06 (Attach additional sheets if necessary) Total Personal Property and Real Estate 1,423,229.41 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-10-0309 DATE OF DEATH LAST RESIDENCE 370 South Middlesex Road DECEDENT'S SOC. SEC. N0. 03/13/2010 Carlisle, PA 17015 191-18-2558 Specific bequest -Remington 730 30 odd 6 pump w/scope; specific bequest under 525.00 decedent's Will; given to Charles N. Minich, Jr. (appraised value per Blooms Gun Shop; see attached) Specific bequest -Stevens 22 single shot Little Scout; specific bequest under 150.00 decedent's Will given to Chris Bottoms (per appraisal of Blooms Gun Shop; see attached) Specific bequest - Ithica 37 12 gauge pump; specific bequest under decedent's Will 175.00 given to Scott Rhoades (per appraisal of Blooms Gun Shop; see attached) Specific bequest - Westernfield Model 30 12 gauge gun; specific bequest under 100.00 decedent's Will given to Bill Feuchtenberger (per appraisal of Blooms Gun Shop; see attached) Specific bequest -Martin 60 22 long rifle; specific bequest under decedent's Will given 100.00 to Ed Feuchtenberger (per appraisal of Blooms Gun Shop; see attached) Specific bequest -Specific bequest of a baby crib and antique chest to Patricia Minich 50.00 under decedent's will. Specific bequest -Specific bequest of grandfather clock to Kimberly L. Rhoades under 200.00 decedent's Will. Wickard Auction -proceeds from sale of farm items (see attached) 5,057.50 Total Cash 83,174.56 Stock /Listed 40,000.0000 Edward Jones - PA State Turnpike Commission Rev. (see attached mean valuation by 42,843.20 broker) 10,000.0000 Edward Jones -Doylestown Pennsylvania Authority (see attached mean valuation by 9,146.70 broker) 247.5721 Edward Jones -Caterpillar, Inc. stock (see attached mean valuation by broker) 14,760.25 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA S COUNTY OF Cum } S Eile Number 21-10-0309 berland DATE OF DEATH LAST RESIDENCE 370 South Middlesex Road DECEDENT"S SOC. SEC. NO . 03/13/2010 Carlisle, PA 17015 191-18-2558 142.5190 Edward Jones -Lord Abbett Developing Growth A (see attached mean valuation by 1,614.74 broker) 2,515.2200 Edward Jones -Lord Abbett Intl Opptys Fund A (see attached mean valuation by 41,802.96 broker) 14,041.1590 Edward Jones -Lord Abbett Tax Free PA (see attached mean valuation by broker) 70,346.21 11,232.3270 Edward Jones -Lord Abbett Affiliated (see attached mean valuation by broker) 120,298.22 1.0000 Edward Jones -Residual cash in account 409.91 9,628.8800 shares Essex National Securities, Inc. -Brokerage Account Putnam Pennsylvania tax 87,237.65 exempt income fund (PTEX) 13,306.2290 Essex National Securities, Inc. -Putnam Global Utilities Fund (PUGIX) 144,372.58 Total Stock /Listed 532,832.42 Mor~aae /N ote Receivable Installment Note -Outstanding balance due on Installment Note given to Richard 4,082.98 Henson by Decedent. Note is dated March 18, 2009. Original amount - $5,000.00. Payable over 5 years at a rate of 5% with first payment due on April 15, 2009 and on the 15th day of each month thereafter until paid in full. Total Mortgage /Note Receivable 4,082.98 Real Estate -Sale of .62 acre lot off Potato Road, Upper Frankford Township (Tax Parcel No. 43-06-0029-028). See HUD attached Real Estate -Sale of 1789 W. Trindle Road (Tax Parcel No. 40-22-0119-006) (see HUD attached; proceeds to estate were $27,689.13 with $1350.00 put in escrow account pending approval of inheritance tax return. Full proceeds total $29,039.13) 15,878.38 29,039.13 -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH 03/13/2010 LAST RESIDENCE 370 South Middlesex Road DECEDENT'S SOC. SEC. N0. Carlisle, PA 17015 191-18-2558 Real Estate -Sale of 2092 Newville Road (Tax Parcel No. 46-18-1394-048). See HUD attached; proceeds to estate were $103,403.19; $14,500.00 was placed in an escrow account pending the approval of the inheritance tax return. Real Estate -Sale of Lot 15 Walnut Bottom Road (.610 acres). Parcel No. 40-24-0746 -023. Sold on November 22, 2010 (see HUD attached). Real Estate - 151 North Middleton Road (72.258 acres; Lot 1 on Plan Book B, Page 108). This property was a specific bequest to the decedent's granddaughter, Kimberly L. Rhoades. See appraisal attached. Real Estate - 151 North Middleton Road (23.4981 acres, Lot 2 on Plan Book B, Page 108); see attached appraisal. Real Estate /Green Hill Lot #34 -Vacant land, 1.320 acres, Parcel No. 08-10-0630-115. At this time we are unable to provide a value as the real estate has not been sold yet. We will file a supplemental return for this real estate and any additional assets as soon as possible. Please suspend the assessment of tax on this asset. Real estate at 201 Union Hall Road -Parcel No. 29-06-0023-049. At this time we are unable to provide a value as the real estate has not been sold yet. We will file a supplemental return for this real estate and any additional assets as soon as possible. Please suspend the assessment of tax on this asset. Real Estate at 221 North Middleton Road -Parcel No. 29-05-0425-071 B (land) and 29-05 -0425-0176 TR06411 (mobile home). At this time we are unable to provide a value as the real estate has not been sold yet. We will file a supplemental inheritance tax return for the real estate and any additional assets as soon as possible. Please suspend the assessment of tax on this asset. Real estate at 797 Waggoners Gap Road -Parcel No. 06-19-1645-065. At this time we are unable to provide a value as the real estate has not been sold yet. We will file a supplemental return for this real estate and any additional assets as soon as possible. Please suspend the assessment of tax on this asset. File Number 21-10-0309 Total Real Estate 117,903.19 37,318.75 519,000.00 84,000.00 803,139.45 -4-