HomeMy WebLinkAbout11-15-11 (2)INVENTORY
REGISTER OF WILLS OF CiJMBERLAND
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND } SS
(Address) Saidis, Sullivan & Rol
Personal Representative(s) of the Estate of Sara O. Arnold
deceased, depose(s) and say(s) that the items appeazing 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-
tory aze 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) John E. Slike
717-612-5800
DATE OF DEATH
03/15/2011
SEE ATTACHED
FIGURES MUST BE TOTALED
DECEDENT'S SOC. SEC. NO.
184-12-2321
399,827.50
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(Attach additional sheets as needed)
ru 1'AL: 399,827.50
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the
item, but such figures should not be extended into the total of the Invento personal representative include the value of each
ry. (See 20 Pa. C.S..¢' 3301 /bll
COUNTY, PENNSYLVANIA
File Number 2011-0460
^ ExEcu a
(Supreme Courtl.D. No.) 6262
635 North 12th Street, Suite 400, Lemoyne, PA 17043
LAST RESIDENCE
35 Westfield Drive, Mechanicsburg, PA 17055
Form RW-09 rev. 10.13.06
Estate of Sara O. Arnold
Date of Death: 03/15/2011
File No: 2011-0460
Attachment to Inventory
35 Westfields Drive, Mechanicsburg, PA 17055
Vanguard PA Long Term Tax Exempt Fund Admiral Shares
Acct 9847079237
Dividend on Vanguard PA Long Term Tax Exempt Fund
Admiral Shares
Dreyfus Municipal Bond Fund Acct 0054-0220919120
Balance due from Glenn Arnold Trust
PNC Bank Checking Account 51-4000-1745
Interest on PNC Bank Checking Account
Sovereign Bank Money Market Account 1051079357
Misc. Household Items
2000 Buick Century
Heritage Medical Group Refund
Misc. Refunds
Comcast Financial Agency Corporation Refund
AT&T Refund
Genworth Refund Rcd 6/1/11
Erie Refund Rcd 6/10/11
IRS 2010 Form 1040 refund (includes $14.68 interest)
Genworth Refund rcd 08/31/11
Erie Homeowner's Insurance Refund
Patriot News Refund
Tru-Green Refund
PSERS Annuity Payment
Genworth Financial Check 02/01/11 to 3/15/11
Genworth Financial -Long Term Care Insurance Payment
TOTAL
140, 000.00
95, 367.32
163.15
63,255.47
29, 772.45
35,019.89
0.12
15,678.42
2, 610.00
3, 000.00
402.00
21.00
52.77
40.62
697.67
274.00
1,236.68
269.63
269.00
242.35
32.88
334.68
4,427.40
6 660.00
399 827.50
Law Offices of
SAIDIS, SULLIVAN & ROGERS
A PROFESSIONAL CORPORATION
ROBERT C
SAIDIS 635 NORTH 12T'~ STREET, SUITE 400
.
DANIEL L
SULLIVAN LEMOYNE, PENNSYLVANIA 17043 CARLISLE OFFICE:
.
ELYSE E. ROGERS TELEPHONE: (717) 612-5800 - FACSIMILIE (717) 612-5805 26 WEST HIGH STREET
JOHN A. FEICHTEL EMAIL: attorne ®ssr-attorne s.com CARLISLE, PA 17013
DEAN E. REYNOSA
www.ssr-attorneys com TELEPHONE: (717)243-6222
FACSIMILE: (717)243-6486
TODD F. TRUNTZ
MARYLOU MATAS
~f Counsel
JASON E. KELSO JOHN E. SLIICE
JOHN B. LAMPI
November 14, 2011 STEPHEN L. GROSE
REPLY TO LEMOYNE
717-612-5808
Register of Wills of Cumberland Count cswindlerCa~ssr-attorneys com
y
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Sara O. Arnold ~ ~~'
File No: 2011-00460 ~ ~ ~`"' rr.`
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Dear Madam: -~ ~ ~~ c.;w; ~:,
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Enclosed for filing for the above-referenced estate are the followli} cv ~ .._ =;
1. Original and one copy of the Pennsylvania Inheritance Tax Return.
Please note there is a refund of inheritance tax due.
2. Inventory; and
3. Check in the amount of $30 to cover your filing fees.
Please timestamp and return the extra copy of this letter. A return envelope
is enclosed for your use.
If you have any questions or require additional information, please do not
hesitate to contact me.
car
Enclosures
cc: James I. Enterline
Sincerely yours,
-LJ
Cayl D. Swindler
Legal Assistant to John E. Slike
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