HomeMy WebLinkAbout01-09-13
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
(Address) 480 New Holland Avenue, Suite 6205, Lancaster, PA 17602
/To7onhnnol (717)945-5745
COMMONWEALTH OF PENNSYLVANIA ~ SS
COUNTY OF CUMBERLAND
Personal Representative(s) ofthe Estate of Rrchard D. Clepper, a/k/a Richazd DeWitt Clepper
deceased, depose(s) and say(s) that the items appeazing 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 me randum at the end o this rove ory.
1 verify that the statements made in this Inven- t J
tory are 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.
Attorney -- (Nome) Theodore L. Brubaker, Esquire
DATE OF DEATH LAST RESIDENCE DECEDENT'S SCC. SEG NO.
10/13/2012 Boiling Springs, South Middleton Township 201-18-8255
Rile Number ~ t 12_] 158
(Supreme Court LD. No.) 82252
FIGURES MUST BE TOTALED
See attached
84,382.29
~,
w
~m
~ rn
w ~ ~
a
, ?
m x c> = uo ~a
~ y
c~
z
~ (~ m
.JJ CO r
l
_.,y ..Y
e.7 ~
c> ,~c
'T' Cy ~~t
-
'
'
~ rT
r
i
cJ {_
_
'yM ~
f._~ °-
C~
~
~ 4.~ ~1 177
..- CJ Cfa ~3
iJ `ir
additional sheets as
82.29
NOTES The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each
item, but such figiues should not be extended into the total offhe Inventory. (See 20 Pa C.S § 3301(6))
Form RW-09 rev. /0.[3-06
Estate of Richard D. Clepper
Estate Inventory
Valued as of Date of Death
Cash and Cash Equivalents
AF&L Insurance Company -Refund
DirecTV -Refund
Money market account held in
Morgan Stanley individual brokerage
account
PNC Bank Checking Account No.
5140182478
Interest at Date of Death
Progressive Preferred Insurance
Company -Refund
Progressive Home Advantage -
Refund
Total Cash and Cash Equivalents
Tangible Personal Property
2004 Ford Taurus. VIN
1FAFP53U04A145109.
Total Tangible Personal Property
No. of
Shares Mutual Funds
1,975.076 Alpine Ultra Short Tax Optimized
Income Fund held in Morgan Stanley
individual brokerage account
2,539.397 PIMCO All Asset Class C mutual
fund held in Morgan Stanley
individual brokerage account
Total Mutual Funds
Total Inventory
Page 1
$ 940.00
54.64
786.83
29,710.51
0.15
255.00
46.00
~ 31,793.13
$ 1,000.00
1,000.00
$ 19,948.27
31,640.89
51,589.16
~ •84,382.29
(1)
~/~
L__J ~J
~RECORG~"""~~~'~= OF uc
•~,;11 BRUBAKER CONNAUGNTON
CO i3 J"i~~ 9 ~•i l i~ `1,GOSS fi LUCARELLI LLc
•TiOpNET4 pi L/.W
Supan L. Garber, Estate Parsl~pk ry ~ r ~ !.:
CUMBERLAPIP: ' " ~ ~` January 8, 2013
Cumberland County Register of Wills
1 Courthouse Square
Room 102
Carlisle, PA 17013
su sp~~~6c~1-1:~ w.com
Birect Dial: (71•~ 9455769
Re: Estate of Richard D, Clepper, a/k/a Richard DeWitt Clepper
File No. 2112-1158
Dear Sir or Madam:
Pursuant to my telephone conversation with Heidi, enclosed please find a
check in the amount of $30 made payable to the Cumberland County Register of
Wills representing the filing fees for the Pennsylvania Inheritance Tax Return and
Inventory which were received by your office January S, 2013.
Upon your receipt of the enclosed check, please file the original Returns and
Inventory and return time stamped copies of the first page of the Return and
Inventory to me in the enclosed prepaid envelope previously provided. It is my
understanding you will post the inheritance tax payment today.
I apologize for any inconvenience and thank you for your assistance in this
matter. Should you have any questions, please do,,not hesitate to contact me.
SLG/Doc.8997
Enclosure
cc: Richard L: Clepper, Executor
Theodore L. Brubaker, Esquire
480 New Holland Avenue, Suite 6205, Lancaster, PA 17602
tel 717-945-5745 WWW.9CGL-LAW,COM 717-945-5764 fa•
"~, O G
y o J' W
7 A ~ N ~/ ~ +
Nf 65) 4 `G
_A o g ~ ~
~' r ,p Z
4 ~ Pa ~~l ~i ~~'
°~ t ~ `'` ~ ~;1
~] l
9~ ~ i ,
~./
NS ~~.,
OS~`0~~ty;., ~0
~ut~
k.t.,
\; ~
~a•
~',~s
~~
~~~~
::
~`
~ G
Cl ~o o ~d
a ~ v'
y ~~ o
r G
o SSW ~~
~~' ~~
~~~
Or,,,
1~
N
~~
o w
k
oO q
> >~
~~~o~ ~
~_ N~
• ~O'i?
L~ J
~1
~
^
^''
W
~
L y
Ci.
_~
O N C\1
L' ~ ~
-I--1 d
W ~~! C`J
''
.,
v ~1 ~
cr
_
Ix. "~ ~ LR_ ~ v3
p c:7 Z,l -~,-
`n -
I w ij
~ ~
~
W ~ W -
_
O r ~a~
V = W
~ UD
~^
i..' O.
Ca
U ~ O ~
W ~ ~"? O
U
~
..7
O
~"
C
0..
_J
I
0.
X
_ W
b
ssaa d~ w
aiay luawnaop
6wddigsl~asu~ -
~ c ~
U
C
_
~
~ y ~
~ C X U
G
C .~ ~ V7 ~ V
Y
~ n N ,?~ U
Q 2
Q Z
~ d'
0
F' Q
O
a
F-
rn
~m~
QeY
~~
M __ e
gi ~
~~ `x
*°x
~~8
~~0
~~3
0
z d
o ~j
$ '~
o dr ` ~
r
J
~ ~ ~L^ U N ~
~ a
~ $ $~ "= w
g ~ A O o J
"cis n C= ~~fA
c~,$. ~~~ o ~p gyp'
5Bz ~ U °06
~v~imd~~ ~V ~~'V
O a ~ ~
A ~
~ ~~~~
Q
N --
p ~~~~~ ~
g a
n •n ~
~ v
~/~ _ n'
~ ~~~
\iI
L°J
~p
ti'