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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA ``
COUNTY OF CUMBERLAND } SS _ File Number stib-F2=2012 2I 201_ 1/07
Personal Representative(s)of the Estate of Janice B.Newman
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 memorandum 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-
ments herein are made subject to the penalties of
18 Pa.C.S. §,4904 relating to unswom falsification to
authorities.
Attorney-- (Name) Vicky Ann Trimmer (Supreme Court LD.No) 49679
(Address) Persun&Heim,PC PO Box 659 Mechanicsburg,PA 17055-0659
(Telephone) 717-620-2440
DATE OF DEATH LAST RESIDENCE DECEDENrs SOC.SEC.NO.
9/28/2012 46 Wilson Lane,Carlisle,PA
FIGURES MUST BE TOTALED
See Attached 820,284.69
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(Attach additional sheets as needed)
TOTAL: 820,284.69
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))
Farm RW-09 rev.10.13.06
CV�
Estate of Janice B. Newman
Estate inventory
Valued as of Date of Death
Cash and Cash Equivalents
AAA Refund $ 19.25
American Republic Long Term Care
Insurance - payment due to decedent 6,876.00
Carlisle Sentinel Refund 24.95
Charles Schwab 2024-8333 Investent
Account 433,424.09
Erie Insurance - house damage 200.00
M & T Bank Checking
#15004225781580 250.02
Patriot News refund 91.25
PSECU Checking Shares 6,751.79
PSECU Money Market Shares 0.09
PSECU Regular Shares 5.04
PSECU Vacation Shares 0.02
Total Cash and Cash Equivalents $ 447,642.50
Tangible Personal Property
Honda CRV - sale price S 23,500.00
Household contents 5,000.00
Total Tangible Personal Property 28,500.00
Miscellaneous
Valic $ 114,142.19
Total Miscellaneous 114,142.19
Real Property
46 Wilson Street, Carlisle, PA $ 230,000.00
Total Real Property 230,000.00
Total Inventory $ 820,284.69
Pagel
(1)
Persun & Heim, P.C.
Attorneys at Law ' IRS NO. 26-3786257
LLOYD R.PERSON 1700 Bent Creek Boulevard
GARY J.HEIM Suite 160
JACK M.HARTMAN Mechanicsburg,PA 17050
MATTHEW E.HAMLIN'
VICKY ANN TRIMMER** Please reply to: (717)620.2440
JENNIFER DENCHAK WETZEL PO Box 659 FAX:(717)620-2442
Mechanicsburg,PA 17055-0659
*ALSO NEW YORK BAR Hrrp://www.PERSUNH]EIM.COM vatrim mer@persunheim.com
**ALSO A CPA
September 23, 2013
Cumberland County Register of Wills
Cumberland County Courthouse
1 Courthouse Square, Room 102
Carlisle, PA 17013
Re: Estate of Janice B. Newman
No. 21-12-1107
Dear Sir or Madam:
Enclosed for filing are the following:
1. Original and one copy of an Inventory;
2. A check payable to "Register of Wills" in the amount of$30.00 for the
cost of filing the inventory and inheritance tax return;
3. Original and one copy of a Pennsylvania inheritance tax return, along with
a copy of the cover page of the tax return; and
4. A self-addressed, postage prepaid envelope for return mail.
Please return a date-stamped copy of the Inventory and the cover page of the tax return,
to my attention in the enclosed envelope.
Please do not hesitate to call with any questions. Thank you for your assistance.
Sincerely yours,
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Vicky Ann Trimmer
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Enclosures
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