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HomeMy WebLinkAbout10-05-12 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNrY of Cumberland } File Number 21-12-0119 Sharon Lee Heiner Personal Representative(s) of the Estate of BEULAH M SHEAFFER 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 appel~s in a memorandt~~at.the end of this inventory. I verify that the statements made in this Inven- i tory are true and correct. I understand that false state- f Sharon ments herein are made subject to the penalties of i 18 Pa.C.S. § 4904 relating to unsworn falsification to f authorities. Attorney -- (Name) Edmund G. (Supreme Court I.D. No.) 20558 (Firm) JOHNSON DUFFIE (Address) 301 Market Street Lemoyne PA 17043 (Telephone) (717) 761-4540 DATE OF DEATH LAST RESIDENCE 2100 Bent Creek Blvd 01108/2012 Mechanicsburg, PA 1 FIGURES MUST BE TOTALED Personal Prooertv Cash ............................................................................................... Personal Property ........................................................................ Stocks/Listed ................................................................................ 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 ........................ DECEDENT'S SUI:, Stc. nu. 152-10-1268 O ~Z ~- rp-.~'-, ZGr, c~~~ _. O~- -y ~.. , 18~784.Q~r ii c~ ~ c~ -150.O1y.- c 1 c-~1I~ U1 ":7J ~=7 c~ ^ ~ ~~_ o ~~~ 190,534.03 292,000.00 482,534:03.'. NOTE: The Memo2ntlum of real estate ouGSitle the Commomvealth of Pennsylvania may at the election of the personal representative Include the value of each item, but such figures shoultl not l>e eztentle0 into the total of the Inventory. (See 10 Pa. C.S. § 3301(b)) Heiner Form RW-09 Rev. 10.13-2006 4 REGISTER OF WILLS OF INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS File Number 21-12-0119 COUNTY OF Cumberland - DATE OF DEATH LAST RESIDENCE 2100 Bent Creek Blvd DECEDENTS SOC. SEC. ND. 162-10-1268 01/08/2012 Mechanicsburfl PA 17050 ~~ AmeriChoice 12 Month Certificate Account 50068 5,075.77 AmeriChoice 12 Month Certificate Account S0069 5,075.77 AmeriChoice 6 Month Certificate Account 50066 49,967.92 AmeriChoice 6 Month Certificate Account 50067 49.967.92 AmeriChoice Regular Share Account No. 50001 89.03 Highmark -Refund on Rx Insurance for January 2012 45.00 Highmark -Refund on Medical Insurence for January 2012 143.03 Long Term Care Insurance Refund 3,700.00 Michael Womack -Monthly Rent -Rent due prior to Death 1,733.00 PNC Bank Checking Account No. 5140112365 5,178.58 ROBC Limited Partnership -Nursing Home Refund 3,535.00 Sovereign Bank Certificate of Deposit Account No. 0925158438 16,826.95 Sovereign Bank Certificate of Deposit Account No. 0925473167 20,309.30 Sovereign Bank Certificate of Deposit Account No. 0925540056 10.598.79 Sovereign Bank Certificate of Deposit Account No. 0925540064 15.561.95 Sovereign Bank Premier Checking Account No. 921708769 2.416.63 Sovereign Bank Statement Savings Account No. 924026180 149.38 (Attach additional sheets if necessary) Total Personal Property and Real Estate 482,534.03 4 REGISTER OF WILLS OF INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland File Number 21-12-0119 DECEDENTS 500 SEC. NO. DATE OF DEATN LAST RESIDENCE 2100 Bent Creek Blvd 01108/2012 Mechanicsburfa PA 17050 162-10-1268 Verizon - ReimbursementlRefund on Account 10.01 Total Cash 189.784.03 parsenal Property 1971 Chevrolet Pick Up Truck -Appraised by Magaro's Auto Sales and Towing 750.00 Total Personal Property 750.00 R_a_a_I_ FStat_P Real Estate located at 1009-1013 Valley Street, East Pennsboro Twp, Cumberland 292,000.00 County, PA -Appraised Value - A copy of the Appraisal is attached to this Return Total Real Estate 292,000.00 -2- ICRR1' R. DUFPII- RICHARDW'.S'TENNtr 1, p W O F N 1 C E 5 ~- N,~~ ~~~ ~ ti„ ~ ~~ JOHNSON p ~~ ip W. pp.R.. E ,~~,~~ASrArL~~ ~UFFIE iEi'FBRSUN I. St'iIPNL1N JF.ITREy B. RIiTTIG MARE C. DUFPII? 1011!x' R. NINOSKY NllCHA1;I. J. GASSIDY MY.LISSA Petit. GBEEVY WApp. D. MA~i.e.~ October 4, 2012 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Beulah M. Sheaffer Date of Death: January 16., 2012 Your File No. 21-12-00119 Our File No. 3681-1 Ei.izAi3Eri+ o- S~OCei: SABAII E. I IOI'I"~1:15 G~KOLYN H. MCCI_US JUAN A-LU~1' U.vsses s ~su~s~>~ IUfJ;A A Vh01J.IP5 OF COUNSEL HORACE A. JOHNSON C ROY WEIDFf!li, l~i- CUNST9NCh P. ERUN~r ~, ~ , °~ I;:q~ V" , l.t ~ aiti6 ~ i'u'.c Uni r.y ~ O m C ~ ` S ~ ~7 N ~..J _r ~ ~? _?~ f"' z ri 1 r i~t Zp ~\ ~ ~ ~ a~.. _ ~ -.,~, ~~~ c s ~-_ T xs ~ ,~, T"-y ~YY ~~ o `~ ~ v , Dear Register: Enclosed for filing please find the following documents for the above referenced decedent: 1 ~ 2 hOeck No 158 Is attached. ax Returns. There is remaining tax due ins the amount of $2,506.15. Estate C 2, Inventory 3, One copy of Page 1 of the Pa Inheritance tax return to bea dreiumed toausa return o us. q, One copy of Page 1 of the Inventory to betime-stamped 5, Estate Check No. 159 in the amount of $30.00 representing payment of the filing fee for the Return and Inventory. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. Enc. •.578198 Very truly yours, ON, D F~IF~STE~ AWAR7 &r n EiDNER ana Wi an ~~~N"'w~ Estate Administration Paralegal 301 MARKET STEEET P.O. BOX L09 LEMOYNE, PENNSYI,VA^JIA 17043-0109 NrNrW.JDSW.COM 717.761.4540 FAX~.717.5613015 MAIL@JDSW.COM JOHNSON, DUFPIE, STEWART ~ WEII)NER, P.C.