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HomeMy WebLinkAbout08-08-12 (2)1 ~ REGISTER OF WILLS OF INVENTORY CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } Lois Ann Norris, Susan E. Lederer Personal Representative(s) of the Estate of Matilda M. Luther COUNTY, PENNSYLVANIA File Number 21-12-0051 Matilda Minnich Luther deceased, deposes} 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 appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- ~ ,,~~~~ ~~ ~~ tory are true and correct. I understand that false state- Loi Ann Norris ments herein are made subject to the penalties of ~ „ ~~~~~ ~ 1r ~ 18 Pa.C.S. § 4904 relating to unswom falsification to Susan E. Lederer authorities. Attorney - (Name) (Firm) (Address) (Telephone) Amy M. Moya (Supreme Court 1.D. No.) 91402 5011 Locust Lane, Harrisburg, PA 17109 717/652-7323 DATE OF DEATH I LAST RESIDENCE 100 Mt. Allen Drive DECEDENTS SOC. SEC. N0. 11/14/2011 Mechanicsburs~. PA 17055 FIGURES MUST BE TOTALED Personal Pro~ertv Cash ................ ............................................................................... Personal Property ........................................................................ Stocks/Listed ................................................................................ Stocks/Closely Held ..................................................................... Bonds ........................ .................................................................... Partnerships and Sole Proprietorships Mortgages and Notes Receivable ..................................... All Other Property ........................................................................ ~ ~w v ~~ ~ ~ f:~ ;_ ~~ n~~ C~-,., -° ~ -.~ ~~ -~~ r8?274.1~ 254. ' ; c~ ~-:. ~ ~ t~f =, , ~_: c~ -- ~~~ un ``' ~ Total Personal Property ........................................ 34,628.47 Total Real Property ................................................ Total Personal and Real Property ........................ 34,628.x1 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'10 Pa. C.S. § 3301(b)) Form RW-09 Rey. io-~s-zoos INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } Cash DATE OF DEATH I LAST RESIDENCE 100 Mt. Allen Drive I DECEDENT'S SOC. SEC. N0. 11/14/2011 Mechanicsburg, PA _17055 ~b Check from Highmark Blue Shield (refund of health insurance premium) Check from Pennsylvania Department of Revenue (refund of personal income tax overpayment) CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-12-0051 Total Cash 1/28 share of the Estate of Matilda A. Minnich. Matilda A. Minnich died intestate on March 12, 1926. The only remaining asset of the Estate is real estate located at RR N. Locust Point Road, Silver Spring Township, Cumberland County, PA, Parcel ID No. 38 -08-0569-016. It took a number of years to determine and locate the heirs, to clear title to the property, and to find an interested buyer. Currently there is an Agreement of Sale for the real estate with a purchase price of $750,000.00. To date, there is one individual who has refused to sign the Agreement. Therefore, the attached Agreement has not been fully executed. However, the attorney handling the sale is hopeful that this individual will sign the Agreement in the near future. Attached is a memorandum prepared by the attorney handling the sale, which details the cost of sale ($152,076.00) and estimated net proceeds ($597,924.00). Therefore, the estimated value of the 1/28 interest of the Estate of Matilda Luther is $21,354.26. Miscellaneous Personal Property Total Personal Property 3,660.10 4,430.05 184.00 8,274.15 21,354.26 5,000.00 26,354.26 (Attach additional sheets if necessary) Total Personal Property and Real Estate 34,628.41 Irl August 8, 2012 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Matilda M. Luther a/Wa Matilda Minnick Luther SSN: 184-OS-5178 Date of Death: November 14, 2011 File Number: 21-12-0051 Ladies and Gentlemen: Enclosed for filing with your office please find two (2) completed Forms REV-1500 with the following attachments: ' Date of death valuations; ' Copy of the Last Will and Testament of Matilda M. Luther; ' Copy of the Matilda M. Luther Living Trust dated October 2, 1996, as restated on July 26, 2005; and ' Copy of the Eighth Amendment to the Matilda M. Luther Living Trust. Also enclosed is one (1) copy of the Federal Estate Tax Return filed for this Estate. Also enclosed for filing with your office is one (1) original Inventory for the above- referenced Estate, and one (l) check made payable to Register of Wills in the amount of $60.00 for additional probate fees ($30.00) and filing costs ($30.00). Please advise if any additional fees or expenses are due with regard to this matter. One (1) additional photocopy of the front-page of the completed REV-1500 form and one (1) additional photocopy of the front-page of the completed Inventory for the Estate have been provided. Please time/date stamp these copies as received and return them to me in the envelope provided. If there are any questions or further requirements regarding this return, please do not hesitate to contact me. ery truly yours, ~~ my M. Mo ~~ Y Enclosures 5011 Locust Lane • Harrisburg, PA 17109 • Phone 717.652.7323 Fax 717.652.7340 • susan@ledererlaw.com www ledererlaw.com