HomeMy WebLinkAbout08-16-12 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA ) SS
COUNTY OF CUMBERLAND J
File Number 2012-0435
Personal Representative(s) of the Estate of Ruth M. Carls
dand all of the real estate in he Ctommonwealth of Pennaylvan a olf said Deceden that the valu t neplaced opposite each tem 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 thi inventory.
~41„M r a Ca ~
I verify that the statements made in this Inven- Ann Marie Carls
tory aze true and correct. I understand that false state-
ments herein aze made subject to the penalties of
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities. 76124
(Supreme Court I.D. No.)__~
Scott Alan Mitchell, Esquire
Attorney -- (Name)
~, aa,.,,....1 570 Lausch Lane, Suite 200, Lancaster, PA 17601
717.581.3713
DATE OF DEATH
Inril 4, 2012
LAST RESIDENCE
4905 Trindle Road, Mechanicsburg, PA
FIGURES Mi7ST BE TOTALED
DECEDENT'
199,210.21
SEE ATTACHED
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additional sheets as
199,210.21
NOTE' The Memorandum of real estate outside the Commonwealth of Pennsylvam a ~~ pat C.S. § 3301 (b)) the personal representative include the value of each
item, but such figures should not be extended into the total of the Inventory. (Se
Form RW-09 rev. 10.13.06
Estate of Ruth M. Cazls
Estate Inventory
Valued as of Date of Death
Cash and Cash Equivalents
Fulton Bank Checking Account $ 326.04
#3318-89441
Refund of unused insurance 83.94
premiums $ 409.98
Total Cash and Cash Equivalents
No. of
Shazes Stocks
$ 7,354.04
117 Prudential Financial, Inc. 7,354.04
Total Stocks
No. of
Shares
Mutual Funds
17,366.821 Federated Fund U.S. Government $ 135 982 21
Securities A
6,327.393 Federated Fund U.S. Government 49,543.49
Securities A
Prudential High Yield A Fund 5,920.49
1,082.357 191,446.19
Total Mutual Funds $ 199,210.21
Total Inventory
Page 1 ~1~
M~Nees
Wallace & Nurlck LLc
ine Street • PO Box 1166 • Harrisburg, PA 17108-1166
17.232.5000 • fax: 717.237.5300
august 15, 2012
/IA CERTIFIED MAIL
Cumberland County Register of Wills
1 Courthouse Square
Carlisle, PA 17013
RE: Estate of Ruth M. Carls
DOD: Apri14, 2012
File No.: 2012-0435
David E. Gruver, Pa. C.P.
Paralegal
Direct Dial: 717.237.5362
Direct Fax: 717.260.1656
dgruver(c~mwn.com
Dear Sir or Madam:
Enclosed are the following documents for the above-mentioned Estate:
(2) Inheritance Tax Returns Resident Decedent (form REV-1500)
Inventory
Tax check in the amount of $597.31
Filing check in the amount of $30.00 rovided. If you have any
Please date stamp our file copies and return to me in the envelope p
questions or need additional information please contact me.
Thank you. ~?
~~O .v
ours, ~ a ='-~
Very tru y ~~, ~,,
r _
~cr ~ n
v-
o.°- _
avi E. Gru er, Pa. C.P. n ~ ~ ;a ~~
Paralegal O `~ rn
Go
Enclosures
c; Ann Marie Carls, Executrix
www.mwn.com
FIARPISBUHG, PA ~ IJ~NOA$TEIi, PA • STATE COLLEGE, PA • COLUMBUS, OH • WASHINGTON, DC