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HomeMy WebLinkAbout11-23-11.. ~~ Attorneys A t L a w Please reply to: P. O. Box 840 Harrisburg, PA 17108-0840 November 21, 2011 Cumberland County Register of Wills Cumberland County Courthouse 1 Courthouse Square, Room 102 Carlisle, PA 17013 RE: Estate of Audrie G. Stewart No.: 2011-00877 Our File No.: 13523-2 Dear Sir or Madam: Sherry A. May, Paralegal Samay~a?nssh.com T: (717) 236-3010 ext. 25 ~ ~ __ ~~ _ ;! E\) ~ - ~ GJ :~ ' i i ~ _. ~ - ~- - ~~ _ .a~ ~~: , , ,.. ~ ~ Enclosed please find an original and two copies of the Pennsylvania Inheritance Tax Return and Inventory for the Estate of Audrie G. Stewart. I am.d on November Il, 2011 the Official Receipt for the prepayment of the Inheritance Tax that was p Please return the time-stamped extra copy of each document to ine in the envelope enclosed for your convenience. Also enclosed is our firm's check in the amount of $30.00 for payment of the filing fee for each document. Should you have any questions, please do not hesitate to contact me. Sincerely, r ~ G/ Sherry A. May, Paralegal to Suzanne S. Friday, Esquire /sm Enclosures cc: Elsie L. Stewart, Executor Superior analysis. Effective solutions. Since 1871 . Nauman Smith Shissler & Hall, LLP • 200 North 3rd Street, 18th Floor • Harrisburg, PA 17101 • 717.236.3010 • fax: 717.234.1925 • www.nssh.com INyENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA. rupMMONWEpLTH OF PENNSYLVANIA ~ SS File Number 20~ 1877 COCJNTY OF of the Estate of Audrie G. Stewart Personal Representative(s) ~ the following inventory include all of the personal assets wherever situate deceased, depose(s) and say{s) that the items appearing and alt of the real estate in the Commonwealth of Pennsylvdaen~ent s death, and theft De denthowned o real slestate outsit ideoof the inventory represents its fair value as of the date 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- l~!/~~~ (signature) tory are true and correct. I understand that false state- ments herein are made subject to the penalties of (signature) 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. 201873 Suzanne S Friday, Esquire _ (supreme courtLD. No.) Attorney -- (Name) PO Box 840, Harrisburg, PA 17108 .... , rva~.man Smith Shissler & Hall LLP, (Telephone) 717 236-3010 ext. 20 pECEDEN7'8 SOC. SEC. id0. PATE OF DEATH 8/8/2011 IAST RE8IDENCE 619 S. Market St., Mechanicsbur , PA 1705fi FIGURES MUST BE TOTALED Real Estate located at 619 S. Market Street, Mechanicsburg, PA Fischer Financial Services -Fidelity Investment Acct. # 379-944866 Morgan Stanley Securities Acct. # 724-23878-14-503 PNC Checking Acct. # 51-4006-1932 PNC Money Market Acct. #50-3012-4744 Furniture Kitchenware Jewelry _ pert-....f eL~elo nc aeodtdl 209-28-8908 249,200 302,830 650,616 21,293 10,009 650 50 450 .y c~ _., ,'„ ,L~ _ -~ r-....- -;.1 (;.- ~., '> ~ .~ :) _ _ t,Y...w......» ~.~._~ f~i C. J ,. ~ ^ ,098 -- . ~- ~ ;TI ~~~ ~_~ T..~ I.IpTE; The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item lwt soch $gures ahoutd not be extended into the total of the Inventory. (See 20 Pa. G.S. § 3301 (b}} RW-09 ' Form RW-09 rev. 10.13.06 INVENTORY REGISTER OF WILLS of CUMBERLAND COUNTY, PN:.NNSYLVANIA. cO~ONWEALTEI OF PENNSYLVANfA ~ SS F7e Number 20____ ~ ~ -00877 (;AUNTY OF sentative(s) of the Estate of Audrie G. Stewart Pers°nal Repre m the following inventory include all of the personal assets wherever situate decease, depose(s) and say(s) that the items appearing tte each item of said that the valuation placed oppos' and all of the real estate in the Commonweaith of Pennsylvania of said Decedent, t ~~~~ no real estate outside of the inventory represents its fair value as of the date of the decedent's death, and that Deceden Comatonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. rat -. f ~,,~,-R,~ 1 verify that the statements made in this Inven- (signature) tory are true and coma. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relaxing to tmsworn falsification to (signature) authorities. 201873 Suzanne S Friday, Esquire _ (supreme Courtl.D. No.) Attorney -(Name)------ .,,a,~,.e~el Nauman Smith Shissler & Hall LLP, PO Box 840 Harrisburg, PA 17108 (Telephone) 717 236-3010 ext. 20 pECEDEIJt'S SOC. 8EC. NO. o~~ of oEr-~rx 8/8/2011 1J137 RESIDENCE 619 S. Market St., Mechanicsbur , PA 17055 RIGURES MUST BE TOTALED Real Estate located at 619 S. Market Street, Mechanicsburg, PA Fischer Financial Services -Fidelity Investment Acct. # 379-944866 Morgan Stanley Securities Acct. # 724-23878-14-503 PNC Checking Acct. # 51-4006-1932 PNC Money Market Acct. #50-3012-4744 Furniture Kitchenware Jewelry i •..__L -JJS~iwrnl eti~I/Y 2t RLE/IE/II 209-28-8908 249,200 302,830 650,616 21,293 10,009 650 50 450 t~~........... =. N07'E: The Memorandum of real estate outside the Commonwealth of Peanaylvanie may. at the election of flee personal repttsentadve include the value of each ice, lmt abch ~~ should not be extended into the total of the Inventory. (See 20 Pa. GS § 3301(6)} RW-09 " Form RW-09 rev. 10.13.06 ~1VENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA. ~~O,TH OF PENNSYLVANIA ~ SS File Number 2011-00877 COUNTY OF Audrie G. Stewart personal Repreaentative(s} of the Estate of Include all of the personal assets wherever situate deceased, depose(s) and say(s) that the items appearing in the following inventory ' p ~,~ each item of said and all of the real estate in the Comoro oweal date of thel~decedent$ s death, and~th~De~en ~~ed no real estate outside of the invt~ltory represents its fair value as Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. n ~ ~ ~ ~ ~~ I verify that the statements made in tlva Inven- (signature) tory are true and correct. I understand that false~state- menu herein are made ~3~ to ~ ~~ ' (;signature) 18 Pa.C.5. § 4904 relating to unsworn falsification to authorities. 201873 Suzanne S Friday, Esquire (supreme court 1.1). No.) Attorney -- (Nome) . niat loran Smith Shissler & Hall LLP, PO Box 840, Harrisburg, PA 17108 (Aaaress~ ..-_.. -_. (Telephone) 717 236-3010 ext. 20 DECEDENT8 SOC. SEC. Wo. GATE ~ DEATH 1J16T RESIDENCE 8/8/2011 619 S Market St., Mechanicsburg, PA 17055 l FIGURES MUST BE TOTALED Real Estate located at 619 S. Market Street, Mechanicsburg, PA Fischer Financial Services -Fidelity Investment Acct. # 379-944866 Morgan Stanley Securities Acct. # 724-23878-14-503 PNC Checking Acct. # 51-4006-1932 PNC Money Market Acct. #50-3012-4744 Furniture Kitchenware Jewelry 209-28-8908 249,200 302,830 650,616 21,293 10,009 650 50 450 (Altaeh addittana! sheds as needed) 1,235,098 of real estate outside the Commonwealth of Pettasylvania may, at tha elecdon of the personal repttzsentadve include the value of each NOTE: The Memorandun- a 20 Pa. G.S § 3301(6)) item, but s~ech 8gtues should not be extended into Uto total of the Inventory. 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