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Home My WebLink About07-21-11 (3)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS File Number 21-11-0424 Personal Representative(s) of the Estate of JOHN W. BRINGMAN 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 appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- tort' are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) Bridget M. Whitley, Esq. (Supreme Court I.D. No.) 33580 (Address) SkarlatosZonarich LLC, 17 S. 2nd St., 6th Floor, Harrisburg, PA 17101 (Telephone) 717-233-1000; 888-851-5628 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. NO. 10/23/2010 5225 Wilson Drive, Mechanicsburg, PA 17055 197-OS-3226 FIGURES MUST BE TOTALED Pa Dept of Revenue Tax Refund Asbury Communities Refund 159.00 227.00 ~.;~ y,..-y t'..1 ~ ~.. ~~; iV :~ ~ E-`x~1 : ~./ J _ _ ~~m .t .,:: "...~: J ~ ~ ~~ rn ~ `~~ (Attach additional sheets as needed) TOTAL: ~ 386.00 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 RW-09 rev. 10.13.06 ~.~' ~.~OS ~~ r... ~.. ... LLB, Sc~unc{ ~~dvire. Smarter L~f~cisions. 17 South Second Street, 6`h Floor Harrisburg, PA 17101-2039 717.233.1000 Voice 717.233.6740 Fax www.skarlatoszonarich.com July 20, 2011 Office of Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 RE: Estate of John W. Bringman No. 21-11-0424 Sharon K. Shaffer, Estate Administrator sharon@skarlatoszonarich.com To whom it may concern: I am enclosing the following: (1) Original Inheritance Tax Return for the above-referenced estate. (2) Original Inventory. (4) Check in the amount of $$5,666.00 representing inheritance tax due. (5) Check in the amount of $30.00 representing filing fees. (6) Extra copies of signature pages. Please time-stamp and return in the enclosed envelope. If you have any questions, please contact me. Sincerely, ;~~ ~i c~ X Q Sharon K. Shaffer ~~ ~' Estate Administrator ~ --~ Enclosures a~~ :~, ~> ~~ %~; ~ ~_r -.... a--, e~'~i _~_. r - ~~„ r-- ~." ~,.> A Member of LawPactT'" - An International Association of Independent Law Firms _` Be~~lcovich & Associates ' . . ~ Ameriprise ~a private vrealth advisory p1•actice ~f .lmeripl•,se FiI~al,~~ial ~eI•V1C«, 1110. Financial 4661 Trindle Road, Suite 300 Camp Hill, PA 17011 Tel: 7i7.76i.42o8 Toll Free: 800.962.8694 April 22, 2011 Fax: 717.761.6282 Thomas F. Benkovich, CFP°, ChFC°, CFS° Private Wealth Advisor CERTIFIED FINAAICIAL PLAI3NERT~' practitioner thomas.f.benkovich @ ampf. com Bridget M. Whitley Jack Benkovich, CFP° Skarlatos Zonarich LLC Financial Advisor 17 South Second Street, 6th Floor john.a.benkovich @amp£com Harrisburg PA 17109-2039 William K. Pressmann, ChFC° , Financial Advisor william.k.pressmann @ampf.com Re: John W. Bringman -Deceased Julia A. Stuart Paraplanner julie.a.stuart@ampf.com We are in receipt of your letter dated April 15, 2001 regarding the Estate of John W. Bringman. Listed below is account information and date of death values: Account Information Annuities -Post 1985 Account Number Ownership Date Opened 93001074542 8 004 P/O Individual 01/22/1981 93102855322 6 004 P/O IRA -beneficiary designated 12!26/1991 SPS Advantage ONE Features Account Number Ownership Date Opened O l / 12/2004 Payout Annuity -Non-Refund According to the contract provisions for account number 93001074542 8 004 & 93102855322 6 004, no further payments are due and any payments issued after the date of death must be returned to Ameriprise Financial. Acet Name:SPS Advant~e with ONF Features, .IOHN W l3RINGMAN TOD Ace! No:00032223034 021 Asset Name T~ &~oad Mgt. Name Quantity CAL SHORT QUR INCOME - A CSI~AX S ~ ~ O P 1,155.12 D lhiG UCE C U CASH CASH 29,603.81 EWlYALENTS CQL QlVERS EQUtlY ltVC - A lNDDC LAf2GE CAP COUJMBlA 1,656.87 STOCK FUND6 GROUP COL INCOME 8UlLOER 3 - A RSBAX BJ~LAl~iCED ~~ G~ROl1P 4,624.10 COL MASTERS (NTL EQTY - A CM>`AX S N ~ IATIONAL 2,D79.67 T ~P Account Total: Ilcct'TYpt: Non-Qua!4ied Price (S) VatuB (S~ 16.70 19,290.57 1.00 29,603.81 9.36 15,506.33 10.21 47,212.05 8.53 i 7.738.57 $129,354.33 An Ameriprise Financial Franch'sse. Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. ~oo~ RiverSource®and Columbia Managements"" products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC. Beneficiary Information We have the following beneficiaries on record for the deceased's accounts. Account Number: 93001074542 8 004 P/O Designation: NON-REFUND. NO FURTHER BENEFITS PAYABLE Account Number: 93102855322 6 004 P/O Designation: NON-REFUND. NO FURTHER BENEFITS PAYABLE Account Number: 00032223034 3 021 Designation: PRIMARY BENEFICIARY SUSAN CORRENE MILNES DAUGHTER 100.00% The Strategic Portfolio Services Advantage account has been settled with named beneficiary, Susan Correne Milnes. Please let me know if you need additional information. Sincerely, ~, ~~ C ~ Laure E. Dane Office Manager Cc: Susan C. Milnes i ,l + ~ ;.-~ ~~ ~lE~ ~ y+ ' ~ I ~ k $1.480 ° ..~ US POSTAGE FIRST-CLASS a ~ 'FROM 17101 JUL 20 2011 ~ staen~ .~ .. $0.44 0 us PosTAGE FIRST-CLASS 062S000665462L ~„ 17101 ca Rr '.~ ~ F. y ~ .. CLERK OF ~ ORPI-iA~'S CQIJRT ~ , ~ pq ~ ~ ~ ~Ct1MB~R~A~~~l:) ~;~ ~ ~ ~ - , ' . ~ _~ ~, ~ ~ F ~ ~ ~ f - ' . vS~~yjjjj ~ .. A~i,7, 4f ~~' ,~ _ ~ . . 7 t ~,~ ~ .. 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