HomeMy WebLinkAbout01-14-14 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
_ COUNTY OF Cumberland } SS File Number 21-13-0474
Peter D Kirk
Personal Representative(s)of the Estate of Carol O KIRK
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 whit pears in a ry�emorandum t the end of this inventory.
I verify that the statements made in this Inven- /(/
for are true and correct. I understand that false state- � Peter D Kirk
T`
ments herein are made subject to the penalties of
18 Pa.C.S. §4904 relating to unsworn falsification to
authorities.
Attorney-- (Name) JERRY R. DUFFIE (Supreme Court I.D. No.) 09601
(Firm) JOHNSON, DUFFIE, STEWART&WEIDNER
(Address) 301 MARKET ST., LEMOYNE, PA 17043-0109
(Telephone) (717) 761-4540
DATE OF DEATH LAST RESIDENCE 5155 Kylock Road DECEDENT'S SOC.SEC.NO.
04/06/2013 Mechanicsburg PA 17055
FIGURES MUST BE TOTALED
Personal Prolertv
Cash............................................................................................... G $A",446.07
Personal Property........................................................................ D C_ 4D co
co
Stocks/Listed................................................................................ M C')
Stocks/Closely Held..................................................................... . r- r M ...G:-.0 r;t
r-
Bonds............................................................................................ cn C:)
MutualFunds................................................................................ '
Partnerships and Sole Proprietorships ° r- IT I
Mortgages and Notes Receivable............................................... -10 cn °
All Other Property o
Total Personal Property........................................ $ 39.1-,_446.07
Total Real Property................................................
Total Personal and Real Property........................ F $_.391 ,4J6 07
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.10-13-2006
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-13-0474
DATE OF DEATH LAST RESIDENCE 5155 Kylock Road DECEDENT'S SOC.SEC.NO.
04/06/2013 Mechanicsburg, PA 17055
�b
Cash 455.88
Metro Bank Checking Account No.82000647-Date of Death Letter is Attached 821.42
Metro Bank Savings Account No. 82000647-Date of Death Letter is Attached 17,028.00
Quantum Imaging -Refund of Overpayment 15.42
Estate of Harold E. Ocker
LINE ITEMS 1 THROUGH 8
Hartford Annuity 8,901.17
M&T Bank Individual IRA-Beneficiary: Peter D. Kirk 60,543.50
Orrstown Bank Cd 22,711.85
Residue of Estate 49,875.00
Wells Fargo Payable Upon Death Account 102,592.71
Wells Fargo Payable Upon Death Account-Final Account Payout 310.85
Western National IRA-Beneficiary: Peter D. Kirk 91,637.32
Total Cash 354,893.12
Stocks/Listed
3,356.5610 shares Franklin Tax Free Trust-PA Tax Free Income A 36,552.95
Estate Val Valuation is Attached
(Attach additional sheets if necessary) Total Personal Property and Real Estate 391,446.07
e
7
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-13-0474
DATE OF DEATH LAST RESIDENCE 5155 Kylock Road DECEDENT'S SOC.SEC.NO.
04/06/2013 Mechanicsburg, PA 17055
Total Stocks/Listed 36,552.95
-2-
r
JERRY R.DUFFLE BARRIE B.GEHRLEIN
RICHARD W.STEWART ANTHONY T.LUCIDO
EDMUND G.MYERS L A W O F F I C E S. CAROLYN B.MCCLAIN
DAVID W.DELuCE T JOHN A.Lucy
JOHN A.STATLER j(W Ol\1 ULYSSES S.WILSON
JEFFREY B.RETTIG ��1) JULIA A.MORRISON
MARK C.DUFFLE MATTHEW R[DLEY
JOHN R.NINOSKY
MICHAEL J.CASSIDY OF COUNSEL
MELISSA P.GREFvY HORACE A.JOHNSON
WADE D.MANLEY C.ROY WEIDNER,JR.
Nfo_1 1.4
E-M_-'l d1vv!?jdsw.curi
January 13, 2014
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Carol 0. Kirk a/k/a Carol Ann Kirk
Date of Death:April 6, 2013
Your File No.. 21-13-00474
Our File No. 7411-3
Dear Register:
Enclosed for filing, please find the following:
1. 2 Original Pennsylvania Inheritance Tax Returns. There is no tax due. This is a Spousal Estate.
2. Two copies of Page 1 of the Inheritance Tax Return that we ask that you time-stamp and return to us.
3. Inventory.
4. One copy of the Inventory that we ask that you time-stamp and return to us.
Thank you for your assistance in this matter. Should you have any questions, please contact the undersigned
Very truly yours,
J_ HNSON, DUFFLE, STEWART&WEIDNER
Dana Wieseman `,cv '
Estate Administration Paralegal ,M Cl
Enc.
c: Peter D. Kirk, Executor ?
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301 MARKET STREET P.O.BOX 109 LEMOYNE,PENNSYLVANIA 17043-0109
WWW.JDSW.COM 717.761.4540 FAX: 717.761.3015 MAILQJDSW.COM
JOHNSON, DUFFIE, STEWART & WEIDNER, P.C.
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