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Home My WebLink About09-24-12 (3)INVENTORY RECGA^~L` ~ ~(-FACE Of ,;.;. ~ ;r !~i LlS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLyq~A --- ?011 SEP 24 PM IZ~ 5tl COMMONWEALTH OF PENNSYLVANIA } ~ '~~~~,, ,.;-.,:; coutm ~ Cumberland } File Number 21=12-Oq~'NAN'S CGURT Carolyn L. Wepfer -~jJ~Ri~IVQ-~:, P/k---- Personal RepreaeMative(s) of the Esiate of QIrye C. Wepfef deceased, depose(s) and says} that the items appearing in the fdlovtingg inventory indude all of the personal assets wherever situate and all of the real estate in the CommonweaRh of Pennsylvania d said Decedent, that tthe valuation placed opposite each dam of said inventory represents its fair value as dthe date of the decedent's death, and that Decedent owned no real estate outside of the Commorrvvealth of Pennsylvania except that which pears in a memorandum al the end of this inventory. I verify that the statements made in this Inven- S' tory are true and correct I understand that false state- ~ ,~-'-C-~- Carolyn L. M epfer merits herein are made subject to the penalties of l 18 Pa.C.S. § 4904 relating to unswom falsfication to I ---- ---- -- - authorities. ~~Y- (NameJ RobeR Clofine (Firm) (Address) (Tebphone) (supremo court r.D. No.) 37190 Elder Law Firm of Robert Cbfine _ ____ _ 120 Pimr Grove Commons, York, PA 17403-5151 717/747995 ONTE OF OEr,TH I twsr aeaoEHCe 5225 Wilson Lane FIGURES MUST BE TOTALED Personal Property Cash ............................................................................................... Personal Property ........................................................................ StocksfListed ................................................................................ StockslClosely Held ..................................................................... Bonds ....................._..___.._.._...._............___............................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ........................... ............................................. Total Personal Property ........................................ Total Real Property ................................................ Total Personal and Real Property ........................ 250,997.52 3,500.00 311,245.58 10,385.18 578,108.28 578,108.28 NOTE: The PAamonuaium d ~I esleie oulciEe Me Caimux,weaa, d Pen,mlMm,® may et Itle ektlim dthe Pemarel rervesedelive Mrde the value d each M1em, bul such ibures shouts rid be e>tlaNad inb the fdal dthe Inventory. (Sea ~0 Pa. CS. § 3301(b)) ~, Rw-08 aev ta7saooa INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Numtx:r 21-1 s'!-0075 DA,TE`OF ^EA== LAST RESIDENCE 5225 Wilson Lane, Apt. 2114 ~BSII Total Cash Personal Propertrr Miscellaneous personal effects and household goods -none of any artistic or intrinsic value Total Personal Property 242,536.94 9.00 293.61 4,987.84 34.80 3,118.00 17.33 250.997.52 3,500.00 3,500.00 Stocks/Liste d 619.9780 Dodge & Cox Funds -Intl Stock Fund 18,097.16 419.7770 Gabelli Asset Fund -Shares Ben Interest 20,518.70 152.0000 shares Alcatel Alsthom Generale -Sponsored Adr 240.54 1,381.0000 shares AT&T Inc - Com 41,326.43 384.0000 shares Comcast Corp New - CL A 9 129 12 DECEDENTS SOC. SEC. NO. 168-01-8739 Bethany Village Retirement Community -entrance fee refund Erie Insurance Company -refund of renters insurance Highmark -refund of health insurance John Hancock Life Insurance Company -LTC policy premium refund QVC -refund United States Treasury - 2011 personal income tax refund Verizon -refund (Attach additional sheets if necessary) Total Personal Property and Real Estate 576,108.26 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-12-0075 DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane, Apt. 2114 DECEDENTS SOC. SEC. N0. 12/26/2011 Mechanicsburg PA 17055 169-01-8739 877.0000 shares Exxon Mobil Corp -Com 74,549.39 791.0000 shares Firetenergy Corp -Com 35,288.49 138.0000 shares Frontier Communications Corp -Com 700.01 Accrued dividend on above item through date of death 28,gg 353.0000 shares General Electric Co -Com 6,452.84 190.0000 shares Heinz H J Co -Com 10,290.40 Accrued dividend on above item through date of death 91.20 28.0000 shares Idearc Inc 1.00 3,406.1460 Van Kamp Cap Equity Income - CL A 28,407.26 1,080.0930 shares Vanguard Fixed Income Securities Fund -Shares Trminvgrdin 11,492.19 404.3880 shares Vanguard Index Trust -Total Stkidx Adm 12,657,34 5,642.3500 shares Vanguard Money Market Reserves Inc -Prime Mm Fund 5,642.35 822.3820 shares Vanguard World Fund -Intl Growth Portfolio 13,445.95 575.0000 shares Verizon Communications -Com 22 889 31 Total Stocks/Listed 311,245.56 ~S 10.000.0000 Goldman Sachs Group Inc - DTD: 07/15/2003 Mat: 07/15/2013 4.75% 10,152.75 Accrued income on above item through date of death 212.43 -2- REGISTER OF WILLS OF INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY Of Cumberland } File Number 21-12-0075 DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane, Apt. 2114 DECEDENTS SOC. SEC. NO. 12/2612011 Mechanicsburn PA 17055 168-01-8739 Total Bonds 10,365.18 -3- THE ELDER LAW FIRM OF ROBERT CLOFBVE, CELA• TELEPHOMi ROBERT CLOFINE ERW J. zraLLER, cEL"' E7-5~5 ~s1 ~ 7 FA A flt , 120 PINE GROVE COMMONS (717) 747-5996 4VEBSrfE YORK, PENNSYLVAMA 174035151 www.estateattomey.com ~ S t 20 2012 b ~ ~~ ~ N y ~ m '~ ep em er , _ , ~` ~. __ ~U n N '~ r,4,f C' Ms. Glenda Farner Strasbaugh ~ ~` ~~ z; Cumberland County Register of Wills ~ s =': 1 Courthouse Square ~ N r-- cam' Room 102 0 ti Cazlisle, PA 17013 RE: Estate of Olive C. Wepfer File No. 21-12-0075 Dear Ms. Strasbaugh: I have enclosed for filing the Pennsylvania inheritance tax return in duplicate and Inventory for the above-captioned estate. Also enclosed is a check in the amount of $180.00 payable to the Register of Wills for the additional probate and filing fees, and a check in the amount of $2,879.10 payable to the Register of Wills, Agent for the inheritance tax due. Please time-stamp the enclosed cover page of the inheritance tax return and Inventory and return same to me, along with the receipts for payment in the enclosed self-addressed, stamped envelope. Should you have any questions, please do not hesitate to contact me or my paralegal, Holly. yours, Clofine Enclosures cc: Carolyn L. Wepfer (via email) •CER767ED AS AN ELDER LAW ATTORNEY BY 7HE NATIONAL ELDER LAW F~DUNDAiION