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HomeMy WebLinkAbout10-26-11 (3)Law Offices of SAIDIS, SULLIVAN & ROGERS A PROFESSIONAL CORPORATION 635 NOR 12Ta STREET, SUITE 400 CARLISLE OFFICE: ROBERT C. SAIDIS ' LEMO E, PENNSYLVANIA 17043 26 WEST HIGH STREET DANIEL L. SULLTVAN TELEPHONE: (717) X612-5800 - FACSIMILIE (717) 612-5805 CARLISLE, PA 17013 ELYSE E. ROGERS EMAIL: ttorne ®ssr-attorne s.com TELEPHONE: (717)243-6222 JOHN A. FEICHTEL ssr-attorneys.com FACSIMILE: (717)243-6486 DEAN E. REYNOSA i TODD F. TRUNTZ ~ i Of Counsel MARYLOU MATAS I I JOHN E. SLIICE JASON E. ICELSO ' JOHN B. LAMPI ' I STEPHEN L. GROSE 2011 I~ October 25 OYNE , REPLY TO LEM ', (717) 612-5808 cswindler@ssr-attorneys.com I Register of Wills of Cumberland County 1 Courthouse S uare '' c~ `W Carlisle, PA 170 3 , ;~~' ~~ ~ ll ~ ~ ~ r ~' ~ ":: ~ ~te of Mary Jane like Re: Est . :~ ~~ rv ~ Da a of Death: May 1 , 2011 "~' ~ rn .. j=.j ~ ©o ~_ • , Fil No. 2011-00656 ~ , - r- ~ _- Dear Sir/Madam~: -- `-'' r4; Enclosed *ire the following: ' 1. 2. 3. 4. Please envelope is If you ha hesitate to cont Sylvania Inheritance Tax Return (in duplicate); i in the amount lof $702.22 as payment of inheritance tax due; story; and ', i in the amount''~of $30 for your filing fees. stamp and return the enclosed copy of this letter. A return 'd for your use. any questions o~ require additional information, please do not me. Sincerely yours, ~ .,I..J . ~`~-~ . Cayle .Swindler Legal Assistant to John E. Slike car ~ Enclosures ~I cc: Stephen l~I. Slike III II T INVENTORY REGISTERI OF WILLS OF CU1~[BERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF CUMBERLAND J SS 2011-0656 File Number ~I i Personal Representative(s) ', f the Estate of Mary Jan Slike deceased, depose(s) and say s) that the items appear' gin the following inventory include all. of the personal assets wherever situate and all of the real estate in th Commonwealth of Pe Sylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of he decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsyl ania except that which a pears in a memor dum at the end of this inventory. I verify that the state knents made in this Inven - tory are true and correct. I derstand that false stat - ments herein are made su ject to the penalties f 18 Pa.C.S. § 4904 relating ~ unsworn falsification authorities. Attorney -- (Name) John E Slike ' (Supreme Court LD. No.) 6262 (Address) Said 's, Sullivan & Rogers, 63 North 12th Street, Suite 400, Lemoyne, PA 17043 (Telephone) 7 7-612-5800 i DATE OF DEATH I LAST RESIDENCE DECEDENT'S SOC. SEC. NO. May 19, 2011 5225 Wilson Lane, chanicsburg, PA 17055 203-20-1871 I!, FIG RES MUST BE TOTALED SEE ATTACHED I ', ~, 1,600,157.30 -_ a _~-, . r-, ~~ ~-nr"~ - ~~ ~ c .~ 1 - t-ri N -* t ;~ •--': =v ;-rr J i _ I ~.. .~ i-" --- ~. 'J '"'r i I !i li 1 I (Attach additional sheets as needed) ~', TOTAL: 1,600,157.30 NOTE: The Memorandum of real state outside the Commonwea of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures shoul~ not be extended into the total o the Inventory. (See 20 Pa. C.S. ,¢ 3301(bJ) i Form RW-09 rev. 10.13.06 ', IIII _. L _ _ _, Estate of Ma Jane Slike Date of Death: May 19, 2011 File No: 2011- 656 I, ATTAC$IMENT TO INVENTORY 840 s s Covidien PLC II, 48,108.31 4,521 s s Fulton Finl Co p PA 50,974.28 600 s s Heinz H J Co 32,187.00 840 s s Tyco Internati nal Ltd 42,042.00 Dividend on Ty o International Ltd declared ~I prior to death 210.00 840 s s TE Connectivit y Ltd 30,662.10 4,500 s s Nuveen Mun V lue Fund Inc 41,355.00 il Dividend on N~ veen Mun Value Fund declared l prior to death i, 175.50 1,835.7696 s s Nuveen PA Pr m Income Mun Fd 23,286.74 Dividend on N veen PA Prem Income Mun Fd declared prior t death 128.50 2,000 s s Blackrock Enh q Dividend Trust 17,460.00 6,891.936 sh s Eaton Vance T x Adv Div Inc 121,332.53 1,500 sh s Blackrock Real Asset Equity 21,990.00 40 sh s CurrencyShare ~ Swiss Franc Tr 4,480.00 613 sh Ishares Inc MS I CDA Index 19,885.72 184.006 sh Rowe Price Ne Era Fd Inc 9, 779.92 835 sh SPDR Gold Tr st 121,371.43 72 sh SPDR Dow Jon s Indl Avrg Etf Ut Ser 1 9,069.84 208 sh Select Sector S DR Tr SBI Int-Utils 7,098.00 390.041 sh Steelpath MLP Fds Tr Income Fd Cl 1 4,212.44 $20,000 Total Capital 9 15/2010 mat 03/15/2016 2/3% 19,964.42 Dividend on To al Capital 9/15/2010 mat '~ 3/15/2016 2.3% declared prior to death 83.06 581.738 sh Vanguard/Well sley Income Fund 13,257.81 16, 788.267 sh Vanugard Fixe Income Secs Fd GNMA ADM 183,159.99 17,869.338 sh Vanguard Fixed Income Secs Fd STRM INVGRA AD '~, 192,810.16 Page 1 of 3 Eatate of Mary Jane Slike Date of Death• May 19, 2011 File No: 2011-f~656 '~~ ATTACHMENT TO INVENTORY (continued) 307 $100,000 $5,000 $20,000 $20,000 $20, 000 $20,000 $20,000 $15,000 $20,000 Vanguard Worl d Fds 25,063.48 Westmoreland ~nty PA Mun Auth 7/1/15 95,016.00 Dover Twp Sw~ Auth Swr Rev 6.15% 5/1/2012 5,280.30 Interest accrue to date of death on Dover Twp Swr Auth Swr ~ tev 15.63 AT&T Inc 11/1' /08 matures 11/15/2013 6.7% 22,556.00 Interest accrue d to date of death on AT&T Inc 11/17/08 14.89 American Expr ess Cr Corp Mtnbe 9/13/10 rnat 9/15/2015 ', 20,086.00 Interest accrue to date of death on American Express Cr Co Mtnbe 97.78 Anheuser Busc Cos Inc 4/22/04 matures 4/15/2012 4.7% ~'~ 20,706.92 Interest accrue to date of death on Anheuser Busch Cos Inc ~, 88.78 BP Cap Mkts P ~,C 5/8/09 matures 5/8/2014 3.625% '', 20,955.38 Interest accrue to date of death on BP Cap Mkts PLC 22.15 Bank Nova Sco~ ia Halifax 1/22/10 matures 1/22/2013 2.25°r ~ 20,415.00 Interest accrue to date of death on Bank Nova Scotia Ha ifax 146.25 Blackrock Inc 1 /10/09 matures 12/10/12 2.25% 15,335.43 Interest accrue to date of death on Blackrock Inc 149.06 Chesapeake En rgy Corp 2/2/09 matures 2/15/15 9.5% 23,850.00 Interest accrued to date of death on Chesapeak Energy Corp ', 496.11 Page 2 of 3 Estate of Ma Jane Slike Date of Death: May 19, 2011 File No: 2011- 656 I, ATTACHMENT TO INVENTORY (continued) $20,000 IIII Deere John Cad Corp Mtns 12/17/07 mat ~I 12/17/2012 4.9~ ~', Interest accrueji to date of death on Deere John '~ Cap Corp Mtns' $20,000 ~, Dr Pepper Sna~ple Group Inc 12/21/09 mat 12/21/11 1.7% ' ',, Interest accrued to date of death on Dr Pepper ~', Snapple Group'~,Inc $20,000 I General Elec Cep Corp Mtn 10/19/07 mat 10/19/2012 5.2~% ~~, Interest accrued to date of death on General ~I Elec Cap Corp ~Vltn $20,000 ~!, Toyota Mtr Crc~ Corp Mtn 6/17/10 mat ~I 6/17/2015 3.2%' I~ Interest accrued to date of death on Toyota ~, Mtr Crd Corp 1~'Itn $15,000 ~I Vodafone Groin PLC New 3/16/06 mat I 6/15/115.5% I~, Interest accrued to date of death on Vodafone !, Group PLC New $20,000 II Windstream Carp 7/17/06 mat 8/1/2013 8.125% ~!~ Interest accruedd to date of death on Windst:ream ~'~ Corp ~I~ Merrill Lynch ~MA Tax Exempt Fund 87296247 !, Fidelity Invest ents 614-371750 ~I Interest accrue to date of death on Fidelity I '~, Investments TOTAL ~!,I i I I i ~~, '~, Page 3 of 3 21,330.00 418.00 20,141.56 139.78 21,196.00 87.50 20, 748.00 270.22 15,040.50 355.21 22,000.00 487.50 60,851.00 131,711.48 0.64 $1.600.157.30 ((~~ {{ ~.~ ;~~~ 1 ~.~~t ~'~~`Jy/ R (J ~' ~ (~ MM pp j rY '~ 1 ~~ n~~ j: ~1 i'~~ ~ ~ ~ E ~O , 1f ~~ ~ n a_o N ~ n~ Ci E R ~` p .A ~ ,~ + ~ ~~ I l,Jf'1~`}~~`~``~ Uf r `` ( 0 i. 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