HomeMy WebLinkAbout09-17-13 (2) ,
INVENTQRY
REG[S3"ER OF WiLLS OF CUMBERLAND CO{.INTy, pF�;NNSYL.`JANIA
COMMON WEA1:iH OP F'F.NNSYLVI�NIA
�O[%NTYOFCUMBERLAND SS FileNumberZ�-�Z-�296
Personal Representetive(s)of the EstaYe of UEORGIA A. SHAtiH
deceased,dep�se(s}and say(s)that'the items appeazing in the foliowing inventory include al l af the personat acsets wherever situate
and a(1 at"the real astate in the Comnionwealth of Yennsylvania of said Decedent,Yhat She valuaticrn plaoed�Ezposite each itc m of said
inve�tory represents its fair valuw as of the date of tt�e decederrPs death, and Chat Decedent awned no real estatt outside of the
Commanwea3th�{�Pennsy�lvania except that which appears in a memarandurn at the end of this inventory�.
t verify that the statements made in this [nven- �,f` �.%��ti,_,�� �..E c� .'���.-
mry are true and cnrreol. I understand that f'alsc state- �r
merrts hereii� are made subject to the penaities oi'
l8 Pa.C.S. § 490�1 relafing 2ta unsworn falsificatiQO to
authorities.
Attorney -- (Name) Michael Chcrewka,Es<auire _� __� (Supreme Co��+rr LD. NoJ���
(dddress) b24 North Front Street,Worm3eysburg,PA 17C343
(Telephon�t) 7(7-232-4�0t
DAiEOFC<AtH tA$TRE3�DEiJC:F. DECF:�EtvTSSdC.S`cG.YO.
December 4,2(3l3 Mechanicsburg,Cumberland Coanry, Pennsylva�nia
FIGURES M[J;ST BE TOTALED
I. See Schedule 6 Attached 29,A41.00
2, See 5chedute E Attaohed 1,057,748.00
r.'� , ... -.
r '�`
r�:.� _: � � �.
rn -�
���-' �
�' c�:, ��. ... .
� , , � �
Y...�.� ... ... f.. -.
"J ..�) � .1�
(Attach aAdirionu[sheeis as needed)
TOI'AL: I,686,5$9.00
NOTE�. The Memorandum of real estntc ou6ide the Communweullh of Pennsylvartiu may, a[ the electiqn of the per9onal �epreserttative fnclude the value of each
item,bct suui;:�gures shoWd nof be e.rtended mm t6e total afthe[nventory- (�ve 2d Pa.C.S,§330t(b))
F�7rm RW-09 re+.70.13_Oh
REV��SO3 EXa(8�12)
�i�'pennsylvania SCHEDUGE B
ay� �EPAATME�,G�AEVE�UE STOCKS & BC?NDS
INHERRANCE TAX{2ET[3RN
RESIDENT DrCE�ENT — -- —
ESTATE OF � � i FILE NUMBER
Georgia A. Shaub 21-12-129$
�� Atl property joimly owned wiih right of survivorship must be disdosed on schedule F. u
ITEM ^ � VALUE AT DATE .
NUMBER . . . . .. . DESCRSPT[ON . . . . . .. . .. .. _OF DEATH . .. ....
1 Frontier Communications Siod;, i'.0 shares @ 4.69 per share 515 90
� A T&T Stock,772 shares @$33.49 per share 25,8542$
3 Verizon Stock,3Q Shares @$43.17 per share 1,295.10
4 LSI Carporation, 1 Share @$6.73 per share 8.73
5 Camcast�48 Shares @$38.&6 per share 1,76928
�
I
�
I
�
_ �
_ �
i
TOTAL{Also enter on Line 2, Recapitulatlon) $ - 29,441.29
- If more space is needed, insert additional sheetr of the same size
• .
REV-i5o8 EX+(o8-szj
�pennsylvania �►CHEDULE �
o�nrerN=_r�raF�veuu CASHr BANK DEPQSI7S &MISC, �
i""EUT^"�ETAxR�rua" PERSONAL PROPERTY
RStOFNT PCi`EDENT - .
ESTATE OF. � FItE NUMBER:
Georgla A. Shaub 21-92-1298
� ^ include the proceeds of likiqakion and the date the proceeds were received hy the estate. �
AII property jointly owned with right of wrvivorship must be disclosed a�Seheduie F.
—`���� —�� ��� ��� � VALUE AT DAiE ��
NUMB[R DESCRIPTION � OF DEA7H �
—._.— _ —...— �— . . . ..—
�. T.Rawe Price Mutual Fund,Account#200319351-0,New NorizoRS F�ntl,$50.342 shares 3�,946.94
2. T.Rowe Price Mvtual Fund,Account#260311351-0,Price Reserve Fund,63649.25 Shares � 63,860 21
3. ' American Ceniry Mutual Fund,Account#02(7-000466459,73"s 42�Shares @$27.76 per share i 20,359.93
�
q_ FrontierCommumcations,Dividends 21.70
5, M&T Bank,Checking Account#77204220 4,2�8.72
g BELCO Federal Credit Union, Savings Account#031980 I 4,04823
7. Cash on hand 92.89
g, � Comcast,Dividends t7.16
g I Dividends from Edward Jnnes Stock Accpunt r 221.77
10. EdwardJones, InvestmentAccount#896-12536 A52,20�.32
�7. Edward Jones, InvestmentAcount#896-13972 458,043.45
S 2_ Etlward Jones,Stock Account#896-12985 1,p72.23
}3, Vanguard Exolorerinvestment,Muival Fund,Account#9783871829 18,558.65
�{q_ Refund Malpezzi Funeral Home 136.77
��_ Haae's P,ucYion,&ale of Personal Fumiture and Fumishiags I 749.70
�g. Sale o(SmaO Sfamp GoNedion � 4Q.q0�-
�
�7. Sale of Old Coins 875.00
�g_ 2012 Federal income Tax Refur�d 1,SQO.OQ
�g. 2012 Pennsyivania Stafe tncome Tax Refund � 34.00
I
i
�
I
I
� � � TOTAL.:(Also enter on Line 5, Recapitulation) S 1,057,148.47
i If more space is needed, use additional sheets of paper of[he same size. '
L.aw OfFices of
Mic°hael Cherewka
624 North Front Street
Wormleysburg, Pennsylvania 17043
{T17} 232�701
Fax (717} 232-4774
S+�ptemher 16, 2�1+
Register of Wills Officc
Cumberland County Courthouse
1 Courihouse;;quare
Cariislc,PA 1�013
Re: Estate of Georgia A, Shaub
I^'ile#21-12-1296
Please tind enclosed the Pennsylvania lnh�ritanee"tax Retum,in dup(icate,ard Invantory
with regard to the abov�Estate,together with our oheck ia the amaunt of$30.00 to eaver the cast of
file. "I'here is na additional tax due. We have also enciosed a copy of the Inventory a�zd first page of
the retum which we request you time stamp and return to us in the postage paid envel�ape provided.
'Ihank you for your consideration. Should you haue any questions,piease fee! free to ca(i
. our�t�ice.
Very truly yours,
� 7 , 1
�.+:�r� �� r`, t � �`i_���.� � . ���.
I�[ichael Cherewka ��� "
G7
G r-,
t'n -
�i �-:�.� �,. . .._ _
�cnr
Encl<7sures �
�_�