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Home My WebLink About11-26-12 (2)Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Dorothy M. Maniglia No. 2012-00315 also known as Date of Death February 28 2012 late of Lower Allen Township, Cumberland County, Pennsylvania ,Deceased Social Security No. 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 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. IN11e verify that the statements made in this Inventory are true and correct. IIWe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Mark D. Hipp Esquire I.D. No.: 84493 ~/ ~.~ 2~, Fuec~t-ter Telephone: (717) 232-5000 Richard J. Maniglia, E utor address 3401 North Front Street, PO Box 5950 Address _Harrisburg PA 17110-0950 Dated: ! f -I L -r Z r~> DESCRIPTION I ~ o VAL~1E m REAL ESTATE: m ~ o ~ o m=n ~ cn~ NONE PERSONAL PROPERTY: SEE ATTACHED TOTAL ~ z r*a ~ rn $~~ z~' `~ C7 ou ,. ~ _~ ~ ~ -~ " L.> c ;x7 ~ i. S`7 _ ~y rv ' nl r, ~ r' $2,8,322 38~ $2,988,322.38 representative, include the value of each item,~but such figures should root be extended unto thehtota of the Intventory. 603239v1 Fonn IXNh] (Deup~in County) -Rev. 4~0Y Estate of Dorothy M. Maniglia Estate Inventory Valued as of Date of Death Page 1 Cash and Cash Equivalents Merrill Lynch -refund, unearned investment management fees Merrill Lynch Money Mazket Account #872-10718 Merrill Lynch Money Market Account#872-10956 Interest at Date of Death Merrill Lynch Money Mazket Account#872-45164 Interest at Date of Death Merrill Lynch Money Mazket Account #872-96245 Total Cash and Cash Equivalents No. of Shares Stocks 1,000 Deutsche Bk Contgnt Cap Tr I 1,000 Deutsche Bk Cap Fdg Tr VIII 1,688 Exxon Mobil Corp Dividend at Date of Death 1,000 Goldman Sachs Group Total Stocks Face Amount Bonds, Debentures & T-Bills 100,000 Adams Cnty PA Indl De Auth Dtd:l l/13/2008; 5.25%; Mat:08/15/2016 Interest at Date of Death 50,000 Big Spring PA Sch Dist Dtd:06/01/2003; 4.00%; Mat:04/01/2017 Interest at Date of Death 50,000 California St Dtd:04/01/2009; 5.00%; Mat:04/01/2014 $ 845.27 21,785.80 8,616.90 0.68 28,606.69 0.16 188,614.48 25,250.00 23,390.85 146,847.56 793.36 26,312.60 $ 104,630.00 189.58 51,231.00 816.67 54,531.00 248,469.98 222,594.37 (1) Estate Inventory (Continued) Face Amount Bonds, Debentures & T-Bills Interest at Date of Death 100,000 Commonwealth Fing Auth PA Dtd:04/19/2006; 4.50%; Mat:06/O1/2023 Interest at Date of Death 50,000 Denton Tex Indpt Sch Dtd:03/01/2009; 5.25%; Mat:08/15/2020 Interest at Date of Death 50,000 Downington PA Area Sch Dist Dtd:04/30/2009; 4.50%; Mat:l l/01/2019 Interest at Date of Death 50,000 Erie Cnty NY Fiscal Stability Dtd:05/18/2010; 4.00%; Mat:05/15/2017 Interest at Date of Death 25,000 General Electric Capital Internotes Dtd:08/05/2004; 5.75%; Mat:08/15/2029 Interest at Date of Death 25,000 Harrisburg PA Auth Wtr Rev Dtd:05/15/2001; 5.00%; Mat:07/15/2015 Interest at Date of Death 50,000 Harrisburg PA Pkg Auth Rev Dtd:09/01/2001; 5.00%; Mat:09/01/2017 Interest at Date of Death 50,000 Lower Merion Twp PA Dtd:05/14/2009; 4.00%; Mat:7/15/2015 Interest at Date of Death 50,000 Lycoming Cnty PA Auth College Dtd:05/01/2002; 4.40%; Mat:05/01/2012 Interest at Date of Death 100,000 Northampton Cnty PA Gen Purp A Dtd:12/19/2001; 5.125%; Page 2 (2) 1,020.83 108,682.00 1,087.50 62,059.00 94.79 60,491.00 731.25 57,040.00 572.22 24,693.68 51.91 25,015.25 149.31 49,645.00 1,229.17 54,040.00 238.89 50,216.00 715.00 102,624.00 Estate Inventory (Continued) Page 3 Face Amount Bonds, Debentures & T-Bills Mat:10/01/2021 Interest at Date of Death 50,000 Ohio St Wtr Dev Auth Rev Dtd:04/02/2009; 5.00%; Mat:06/01/2012 Interest at Date of Death 50,000 Oregon St Dept Administrative Dtd:04/02/2009; 5.00%; Mat:04/01/2018 Interest at Date of Death 50,000 Pennsylvania St Univ Dtd:01/15/2005; 3.75%; Mat:09/01/2016 Interest at Date of Death 25,000 Penn Intergov Coop Spl Dtd:06/15/2009; 5.00%; Mat:06/15/2013 Interest at Date of Death 40,000 Penn St Higher Edl Fac Dtd:09/01/2009; 4.00%; Mat:06/15/2018 Interest at Date of Death 25,000 Penn St Turnpk Commn Dtd:04/28/2011; 5.00%; Mat:12/01/2020 Interest at Date of Death 25,000 Pennsylvania St Dtd:06/10/2003; 5.00%; Mat:07/01/2013 Interest at Date of Death 50,000 Pennsylvania St Fin Auth Rev Dtd:05/15/2005; 4.95%; Mat:10/01/2014 Interest at Date of Death 50,000 Pennsylvania St Univ Dtd:05/06/2009; 4.00%; Mat:03/01/2017 Interest at Date of Death 50,000 Pittsburgh PA Sch Dist 2,092.71 50,601.50 604.17 61,010.50 1,020.83 54,533.50 921.88 26,493.75 253.47 46,080.40 324.44 30,497.00 302.08 26,586.75 197.92 54,177.50 1,010.63 56,771.00 983.33 51,050.50 (3) Estate Inventory (Continued) Face Amount Bonds, Debentures & T-Bills Dtd:09/01/2002; 4.40%; Mat:09/01/2017 Interest at Date of Death 50,000 Pittsburgh PA Sch Dist Dtd:09/01/2002; 4.00%; Mat:09/01/2014 Interest at Date of Death 10,000 Pittsburgh PA Wtr & Swr Auth Dtd:07/O1/1986; 7.25%; Mat:09/01/2014 Interest at Date of Death 50,000 Seneca Vy PA Sch Dist Dtd:05/15/2003; 3.80%; Mat:07/01/2015 Interest at Date of Death 50,000 Souderton PA Area Sch Dist Dtd:06/01/2009; 4.00%; Mat: l l/01/2016 Interest at Date of Death 50,000 State Pub Sch Bldg Auth PA Dtd:07/15/2004; 4.35%; Mat:02/01/2017 Interest at Date of Death 50,000 Trinity Area Sch Dist PA Dtd:04/01/2003; 4.10%; Mat:l l/01/2017 Interest at Date of Death 25,000 Univ Pittsburgh Cmwlth Hgh Dtd:07/19/2000; 5.25%; Mat:09/15/2029 Interest at Date of Death Total Bonds, Debentures & T-Bills Miscellaneous Page 4 Accrued unitrust amount payable to decedent as a beneficiary of the Rosario J. Maniglia Charitable Remainder Unitrust (CRUT) Total Miscellaneous 1,081.67 50,707.00 983.33 10,968.60 356.46 51,892.50 300.83 57,038.50 650.00 52,937.00 163.13 52,001.50 666.25 29,246.25 594.27 $ 64,290.92 $ 1,586,896.20 64,290.92 (4) METTE~ EVANS & WOODSIDE A PROFEgBIONAL CORPORATION ATTORNBYg AT LAW 8401 NORTH FRONT STREET P.O. BOY 3930 HARR1gHUR0, PA 17110-0930 MARK D. HIPP E-MAIL ABBxess IRS No. mdhi PP@mette.com 2a-1Besoos TELEPHONE FAE ~ C~7' (717) 232-3000 (717) 238.1810 (+ ~, ~ .~ - HTTPJ/WWq ME 3 ° W rn m G7 , TTE.00M ~ C p ` ' nz" z r rn r'i m !:) ~::r November 26 2012 n z . ~,; ~ G ~? ~ ''~ ~ , ,~ -p "t ~V ~~ Iri VIA CERTIFIED MAIL ~ ~ ? ~ ~ RETURN RECEIPT REQ UESTED ~ ~} Glenda Farner Strasbaugh Cumberland County Regis ter of Wills One Courthouse Square Carlisle, PA 17013 Re: Estate of Dorothy M. Maniglia File Number: 21-12-0315 Dear Ms. Strasbaugh: Enclosed for filing are the following: I . 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 "Register of Wills, Agent" in the amount of $8,283.55 in payment of the balance of Inheritance Tax owed; 4. fees; and 5 A check payable to your office in the amount of $30.00 in payment of your filing Aself-addressed, postage prepaid envelope for return mail. November 26, 2012 Page 2 Please file the original Inventory and Inheritance Tax Return. Please forward 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 receipts for the Inheritance Tax payment and the filing fees. Please do not hesitate to call with any questions. Thank you for your assistance. Very truly yours, ~~ ~~ Lisa J. Kno e Pazalegal to ark D. Hipp LJK: Enclosures cc: Dr. Richard J. Maniglia, Executor (w/o ends.) 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