HomeMy WebLinkAbout10-22-12~ Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of ELIZABETH S. WALTERS No. 2012-00800
also known as Date of Death _ June 23, 2012
late of Upper Allen Township, Cumberland
County Pennsylvania ,Deceased Social Security No. 223-40-2625
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of
the personal assets wherever situate and all of the real estate in the Commonvrealth of Pennsylvania of said Decedent, that the
valuation placed opposite each ttem 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. IM/e verify that the statements made in this Inventory are true and wrcect. INVe understand that false
statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworri falsification to authorities.
Pe al Repres~ liver/~/~~
Name of /X////'7 (J/,,~///l
Attorney: Howell C. Mette Esquire 011
David W. Walters, Executor
I.D. No.: 07217
Telephone: (717) 232-5000
Address 3401 North Front Street, PO Box 5950
Address Harrisburg, PA 17110-0950 Dated: _ lr~ p Z
REAL ESTATE:
NONE
PERSONAL PROPERTY:
SEE ATTACHED
DESCRIPTION
TOTAL
VALUE
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~ X3.00
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$676,3~1.73;~ ?~
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5676,531.73
(Attach Additional Sheets If Necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal
representative, include the value of each ttem, but such figures should not be extended into the total of the Inventory.
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Estate of Elizabeth S. Walters
Estate Inventory
Valued as of Date of Death
Cash and Cash Equivalents
Dreyfus Insured Deposits -money
market funds, Account
#SW8-161791 $ 45,310.55
25,000 Lasalle Bk N A Chicago Ill
Dtd:l 1/24/2004; Mat:l 1/24/2014 25,469.38
Interest at Date of Death 81.36
Total Cash and Cash Equivalents $ 70,861.29
No. of
Shares Stocks
2,782 AT&T, Inc. common stock $ 97,467.37
800 Exelis, Inc. common stock 7,624.00
Dividend at Date of Death 82.64
400 ITT Corp. New common stock 7,130.00
Dividend at Date of Death 36.40
400 Johnson & Johnson common stock 26,626.00
800 Xylem Inc. common stock 19,056.00
Total Stocks 158,022.41
No. of
Shares Mutual Funds
1,950 Blackrock Muniyield PA Quality
Fund -mutual fund $ 30,166.50
Dividend at Date of Death 144.30
517.866 Capital World Growth & Income
Fund Class A -mutual fund 17,115.47
7,887.437 The Investment Company of
America Class A -mutual fund :225,265.20
6,400 Nuveen Municipal Value Fund -
mutual fund 65,232.00
Dividend at Date of Death 249.60
7,488.568 Thornburg Limited Term Municipal
Fund Class A -mutual fund 109,333.09
Dividend at Date of Death 141.87
Total Mutual Funds 447,648.03
Total Inventory $ 676,531.73
Page 1
(1)
METTE~ EVANS & WOODSIDE
A PROFEBBIONAL CORPORATION
ATTORNRYR AT LAW
8401 NORTH FRONT 6TRRET
P.O. HO% 5950
HARRI9HUR0, PA 1 7 110-09 5 0
Howe[. C. METTE
IR6 NO.
28.1985005
TSLRPHONR FAX
(n7~ zsz-sooo (717) za9-ISle
HTTP•f/W W W.MP.TTE.COM
October 18, 2012
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VIA CERTIFIED MAIL ~o ~ ~ ~T^;
RETURN RECEIPT REQUESTED ~~ + ^'
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Glenda Farner Strasbaugh U:
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Cumberland County Register of Wills ~? ~`? ~, ~
One Courthouse Squaze v °
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Cazlisle, PA 17013
Re: Estate of Elizabeth S. Walters
File Number: 21-12-0800
Dear Ms. Strasbaugh:
Enclosed for filing are the following:
1. Original and one copy of an Inventory;
2. Original and one copy of a Pennsylvania Inheritance Tax Return, plus a copy of
the cover page of the tax return;
3. A check payable to your office in the amount of $30.00 in payment of your filing
fees; and
4. Aself-addressed, postage prepaid envelope for return maul.
Please file the original Inventory and Inheritance Tax Return. Please forwazd a copy of
the Inheritance Tax Return to the Pennsylvania Department of Revenue. Please return adate-
stamped copy of the Inventory and the cover page of the tax return to my attention in the
enclosed envelope, along with your receipt for the filing fees.
October 18, 2012
Page 2
Please do not hesitate to call with any questions. Thank you for your assistance.
Very truly yours,V
Lisa J. Kno
Paralegal to Howell C. Mette
LJK:
Enclosures
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