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HomeMy WebLinkAbout06-22-12 (2)INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } Elizabeth A. Rider File Number 21-11-1274 Personal Representative(s) of the Estate of FRANCES R. BUCHANAN 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 ap ears in a memora ~m at the end of this inventory. I verify that the statements made in this Inven- ~/-C, - ---- tory are true and correct. I understand that false state- Elizab h A. Rider ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) Julie M. Cooper Esq. (Supreme Court I.D. No.) 81902 (Firm) Gingrich, Smith, Klingensmith & Dolan - -- ---- - -.....--------- (Address) 222 S. Market Street, Suite 201 Elizabethtown PA 17022 (Telephone) (717)367-1370 DATE OF DEATH 09/22/2011 LAST RESIDENCE 4837 Trlndle Road Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED Personal Property Cash ............................................................................................... Personal Property ........................................................................ Stocks/Listed ................................................................................ Stocks/Closely Held ..................................................................... Bonds ............................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... c,~ All Other PP~operty ........................................................................ .-_ '_ _ =r__ ~~'-- `"~~ ^'~ Total Personal Pro ert t., - ;-~c, p Y ........................................ _~ r~ '_.~ ~ _-: ~ , a y Total Real Property ................................................ ~~ +~' ,~~ ~~ Total Personal and Real Property ........................ L~ ..~~ DECEDENT'S SOC. SEC. NO. 208-24-3903 2,164.72 89,096.45 91,261.17 91,261.17 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)) CUMBERLAND COUNTY, PENNSYLVANIA Form RW-09 Rey io-i3-Zoos a INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-11-127_ DATE OF DEATH LAST RESIDENCE 4837 Trindle Road DECEDENT'S SOC. SEC. NO. 09/22/2011 Mechanicsburg, PA 17055 208-24-3903 Country Meadows Assoc. -refund 1,488.51 Distribution from the Estate of George Buchanan 650.00 Highmark Prescription Drug Program -refund 26.21 Total Cash 2,164.72 Stocks/Liste d MorganStanley/SmithBarney Account #54J-01144-17 as follows: 42.0000 shares AT&T 1,165.50 9,596.5500 shares Bank Deposit Program 9,596.55 150.0000 shares Comcast, Corp. CIA 3,153.00 400.0000 shares Hershey Co. 22,900.00 800.0000 shares PPL Corp. 22,656.00 600.0000 shares UGI Corp New 16,068.00 212.0000 shares Wellpoint, Inc. 13,557.40 Total Stocks/Listed 89,096.45 (Attach additional sheets if necessary) Total Personal Property and Real Estate 91,261.17 John M. Smith Thomas G. Klingensmith Kevin D. Dolan Jeffrey S. Shank Julie M. Cooper Angela F. Rieck Henry F. Gingrich (1952-2001) 222 South Market Street Suite 201 P. O. Box 267 Elizabethtown, PA 17022 Phone (717)367-1370 Fax (717)367-3219 45 East Orange Street Lancaster, PA 17602 Phone (717)393-3684 Fax (717)393-0653 Gin rich, Smith, Klin ensmith & Dolan ATTORNEYSAT LAW June 21, 2012 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Frances R. Buchanan No. 2011-01274 Dear Sir or Madam: .._~, ., o ~ _ ~ c_~ i ` . V ~ _ ~ F~ ~ ~'. { _t Lr: N - - ~ ~ ~.,. ~ _ i_--~ ot. emu'. _ ~1~:_ -_ - - ~1 ~ ~ , C' ; _ D ., ~ c~ 0 .~'° Enclosed please find the original and three copies of the Pennsylvania Inheritance Tax Return and Inventory in the above matter. Kindly file the original, time-stamp the copies and return them to me in the enclosed envelope. A check for $30.00 is enclosed to cover the filing fees. Thank you and please contact me should you have any questions. I can be '~ in the Elizabethtown office. Very truly yours, GINGRICH, SMITH, KLINGENSMITH & DOLAN Web Site WWW.GSKDLAW.COM E-mail gskd@gskdlaw.com Y~- Juli .Cooper JMCajt Enclosures Via Fed-Ex Q = ~ a ~ ~ '3 ~~ ~ ~ ~ ~ W 7 ~ O ~ I- "" FedExFirstOvernight° m v~Qi~ M '~' 4 Y ~ ~ - - -_ - ~X LL H f I U N ~o t~ z ~ W " xx ., ~ MM W Q r ~ X ~ K W ~r ~ N ° ~~ ~ Qi m E ~ • d _ ~ V _ - - ~ ~ #~ W ~ z.>n _._ ~m ~ _ ~ ~ __ 3 , o - _ y ' oo Z a O N 2 _o^~ a y 01 ~ ti x R O. ~+ ~ ° V a __ u z ,mow ~ z LL ~ LL ~~ ,+~/.~ 1, h ~4a~ ~:. . w ©~ L O ~~ W W _i m a m i ~ ~ ~ ~ U' ~ i rl ~`- j ~~+ Y i ~ _ N ~ ~ ~~ ~. i O ~ ' O a ~E ~ { ~, r v 6 U m G3 C Z d ~ I ~ V iii H I V ~•_F m d m ~ ~ u O ~ C m X c C LJJ ~, ~ ~ ~ O P-' !' c a E; E ~, c o IL O m o vJZi, Ui a O Q U Y ~ ,d 344 'v iii N ; rt.~ErS~~~~ ~7 6EE£ E9b 008 l X3Pa~~ • ~ ~~ 147918 REV 8108 RRD i _ _ v U ~ q N q E - - - _ a ~ --nv~ U U - ~' ~~ U Q ... 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