HomeMy WebLinkAbout04-11-12 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COMMONWF,ALTH OF PENNSYLVANIA l SS
COUNTY OF CUMBERLAND )
COUNTY, PENNSYLVANIA
File Number 21-11-01179
Personal Representative(s) of the Estate of Mary W. Elser
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 deaf and that Decedent owned no real estate outside of the
Commonwealth of Pennsylvania except that which appears in a memoran um at the f this inventory J
I verify that the statements made in this Inven- ~ ~{ ~ ~~ ~ 1/ti~"~.~,~~ }'Z~'t
t are true and correct I understand that false state-
ory
ments herein are made subject to the penalties of
18 Pa.C.S. § 4904 relating to unsworo falsification to
authorities.
Attorney -- (Name) Robert M. Strickler, Esq.
(_4ddress) 110 South Northern Way
York, PA 17402-3737
(Telephone)
(Supreme Court 1. D. No.) 7496
DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC NO
10/25/2011 325 Wesley Drive Mechanicsburg, PA 17055 184-36-6026
See attached Schedule B
See attached Schedule E
FIGURES MUST BE TOTALED
214,853.00
16,822.00
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(Attach additional sheets ns needed)
TOTAL: ~ 231,675.00
NOTE: "Che Memorandum oC 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 e>.tended into the total of the Inventory. (See 20 Pa. C.S. § 3301(6))
Form RW-09 rev. lOJ3.06
REV-1503 EX+ (6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
21 11 01179
Mary W. Elser
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
VALUE AT DATE
ITEM
NUMBER DESCRIPTION OF DEATH
1.1 5,000 Par
15,684
B utler County PA
(see attached)
2 2 ,325 Units
36,173
Franklin Finl Svcs
(see attached)
3 10,546.849 Shares
43,242
Oppenheimer Glbl
(see attached)
4 20,759.768 Shares
59,788
Lord Abbett
(see attached)
5 7,518.796 Shares
48,271
John Hancock Strat
(see attached)
1,978
6 Delaware Investments Fund
9,717
7 Prudential Mutual Fund I
TOTAL (Also enter on line 2, Recapitulation) $ 214 , 853
3wasss ~.ooo (If more space is needed, insert additional sheets of the same size)
REV-1508 EX+ (11-10)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, 8r MISC.
PERSONAL PROPERTY
RESIDENT -
FILE NUMBER:
ESTATE OF: 21 11 0117 9
Mar W. Elser
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property joint) owned with ri ht of survivorshi must be disclosed on Schedule F. T DATE
ITEM
NUMBER DES
1. Tangible personal property
(see attached)
2 Checking#5080033453
PNC Bank
(see attached)
3 Cash
4 Jewelry
(see attached)
5 ML Bank Deposit Program
(see attached)
6 Highmark Medicare
Refund
7 Tangible personal property
(see attached)
g Tangible personal property
(see attached)
9 Ladies Home Journal
Refund
10 Reader's Digest
Refund
11 Highmark
Premium refund
12 Highmark
Benefit payment
13 Magazine subscription
Refund
14 Continental Casualty Insurance
Premium refund
15 Reader's Digest Condensed Books
Cancellation refund
_~ Total from continuation schedules
TOTAL (Also enter on line 5, Recapi
If more space is needed, use addAional sheets of paper of the same size.
OW46AD 2.000
S
VALUE A
OF DEATH
722
210
50
500
7,753
52
805
720
3
54
3
163
59
1,954
15
3,759
16,822
Estate of: Mary W. Elser
Schedule E (Page 2)
Item
No. Description
16 AF&L Insurance Company
Premium refund
17 CNA Insurance
Premium refund
18 Asbury Communities Inc.
Refund
19 Miscellaneous deposit
Total (Carry forward to main schedule)
21 11 01179
Value at Date
of Death
216
2,124
1,253
166
3,759