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Home My WebLink About04-11-13 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-12-0$11 --------._—_—__--------- William L Albert Personal Representative(s)of the Estate of Lester E WONDERS deceased, depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death,and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memoVfdu at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- William Lid ------ ments herein are made subject to the penalties of 18 Pa.C.S.§4964 relating to unswom falsification to - - -- — — — — -- authorities. Attorney-- (Name) EDMUND G. MYE_RS (Supreme Court I.D.No.) 20558 (Firm) JOHNSON DUFFIE (Address) 301 MARKET STREET, Lemoyne, PA 17043 (Telephone) (717)7514540 DATE OF DEATH LAST RESIDENCE 411 East Lisburn Road C DECEDr17f5$O E�0. - 07114I2012 Mechanicsburg, PA 17055 :X3 193- 115+h C> FIGURES MUST BE TOTALED r-r-- F, m Cy r- rn r— :r3 cr m � Personal Proms rr„J -a -n Cash.......... a -n c 49.54 PersonalProperty.............................................................-.1....... Stocks/Listed.... ......... ....... ....... ......__............. .................. > 0 183.58 Stocks/Closely Held...............__................................................. Bonds............................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgagesand Notes Receivable......................................._..... AllOther Prop"................ ................................................. Total Personal Property........................................ 246,884.69 Total Real Property................................................ 150,000.00 Total Personal and Real Property........................ 396,884.69 I NOTE: 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 figures should not be extended into the total of the Inventory.(See 20 Pa.C.S.§3301(b)) Form RW-09 Rev.10-13 20 6 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss File Number 21-12-0811 — ----- -- GATE OF DEATH LASTRESIDENCE 411 East Lisburn Road DECEDENT'S SOC.S£C.N4. 07(1412012 Mechanicsburg, PA 17055 193-28-1154 CABb 2012 Individual Income Tax Returns-Refund 350.00 Automobile Insurance-Refund on Cancellation of Account 181.96 Capital Blue Cross-Refund on Account 156.80 Cash received-Deposited into Account 196.28 Cash received-Deposited into Account 1,509.50 Cash-Refund on Account 33.19 Central Penn Pension Fund-July Payment 776.00 Central Penn Pension Fund-August Payment 776.00 Donegal Insurance-Refund on Automobile Insurance 394.46 Estate of Ruth Wonders -Ruth Wonders, Deceased June 12,2012-Final Distribution 5,715.00 ING Annuity and Life insurance Company-Account No.C105678-LM. Gross 10,163.21 Distributed Amount to Estate ING USA Annuity &Life Insurance Company -Account No. 368229, Gross Distributed 6,383.41 Amount to Estate ING USA Annuity&Life Insurance Company-Account No.C015678-LM. Gross 2,100.00 Distributed Amount to Estate PA Central Federal Credit Union Account 83347-012-Value of Account as of date of 30519 death. A copy of the statement is attached. PPL Utilities-Refund on Account 190.98 i (Attach additional sheets if necessary) Total Personal Property and Real Estate 396,884.69 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland I SS File Number 21-12-0811 DATE OF DEATH LAST RESIDENCE 411 East Lisburn Road DECEDENT'SSOC.SEC.NO 0711412012 Mechanicsburg, PA 17055 193-28-1154 Real Estate located at 411 East Lisburn Road, Mechanicsburg, PA- 1.562.45 Reimbursements/Refunds—County&School Taxes ReimbursementlRefund of Health Insurance Premiums 330.00 Sovereign Bank Certificate of Deposit Account No. 1685551119-A Date of Death Letter 17,509.59 from Sovereign is attached to this Return Sovereign Bank Checking Account No. 1681736683 15,842.56 Sovereign Bank Checking Account No. 1921035307 1,000.00 Sovereign Bank IRA Account No. 1688131794 39,055.01 Sovereign Bank Money Market Account No.7674085406 1,000.00 Ullico Refund on Account 38.53 Heritaae Investment Services Funds-Quarter Endina Statement is Attached to Retum Heritage Investment Services Fund Account No. 1012000-5.00%Rate/Maturity 9/112015 41,665.72 Heritage Investment Services Fund Account No. 1012001 -2.25%Rate 10,478.31 Heritage Investment Services Fund Account No. 1013478-4.50% Rate/Maturity 75,934.85 312212017 Total Cash 233,649.54 Personal PropeM 2007 Buick Sedan 7,000.00 Bass Boat,Trailer,2 Motors, Boat Accessories 1,000.00 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTYOF Cumberland } ss File Number 21-12-0811 DATE OF DEATH LAST RESIDENCE 411 East Lisburn Road DECEDENTS SOC.SEC.NO 0711412012 1 Mechanicsburg, PA 17055 1 153-28-1154 Proceeds from the Sale of Decedent's Personal Property Sold at Auction/Sale 4,151.57 Total Personal Property 12,151.57 Stocks/Listed 178.0000 shares Banco Santander-EstateVai date of death valuation is attached. 1,083.58 Total Stocks/Listed 1,083.58 Real Estate Real Estate located at 411 East Lisburn Road,Mechanicsburg,Cumberland County,PA 150,000.00 -Tax Parcel No.42.11-0274-013. Property sold on October 18,2012, Contract Sales Price.A copy of the HUD-1 Settlement Sheet is attached. Total Real Estate 150,000.00 -3- IERY Il_Dl'.fEl: FLIZABFIH D.S%ovER 1w II ou)AV. Srii AAiu CAROLYN 13.MCCLA(N FIMUND C. MYEII s T L A W 0 F F I C E EJ SS JOHN A.LU{Y DHN tt DIIrCA. M s\✓1 V I1IULIA S.Wnsr�N ItrnNA `~Itufr ILIIAA_PHnLIRS ILI f-RE1 I3 EI (rIC MAI HiEW RIDLEY MARL w,11 17l I I'll: UFFIE BARItIE B. GErIRLtiiN IOIIN R NINO�hi 1 hiltl6 n I c vsSmY OF COUNSEL NiilI.ASSA P.CrRIJ V I HORACE A. JOHNSON 41'AD6.D_V1; A]tt C ROY WEIDNER,IR CONSF%NCt.P BKUNT April I0, 2013 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Lester E.Wonders Date of Death:July 14, 2012 Your File No..21-201x9811 Our File No. 17343-1= 0 IMP ;0 C5 Dear Register: rn s Enclosed for filing, please find the fallowing: C�- G? -�' Y 1. 2 Original Pennsylvania Inheritance Tax Returns. There is wnalnin'Y tax�ue t amount of $6,470.720 tax due. Estate Check No. 1034 is attached. ti ^' r rn 2. Inventory a r—. cn a 3, Two copies of Page 1 of the Inheritance Tax Return that we ask that you time-amp and Atum to us. 4. One copy of page 1 of the Inventory that we ask that you time stamp and return to us. 5. Estate Check No. 1033 in the amount of$30.00 representing the filing fees for the Inheritance Tax and Inventory Thank you for your assistance in this matter. Should you have any question or require any additional information, please contact the undersigned Very truly yours, NN STEWAR7&W�IDNER ana Wi man Estate Administration Paralegal Enc. c: William L.Albert,Administrator 556695 301 MARKET STREET P0,BOX 109 LEMOYNE,PENNSYLVANIA 17043-0109 WWW.JI7SW.COM 717.761.4540 FAX: 717.761.3015 MAIL @IDSWCOM JOHNSON, DUFFIE, STEWART & WEIDNER, P.C. � \\ kol� t � . � . � � � \ - L16 � LL. U. Cl- cc \ / -i 10 ) § � 4ep CA =1 tu LU QC Z m kIt: / ) � § ~ �� § \ \ \ } u o . � } J § \ g7 � * » MOOa . 10 6 � e