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HomeMy WebLinkAbout01-23-14 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA CouNnr oF Cumberland } �S File Number 21 -12-1211 Holiy A.Mishkin Personal Representative(s)of the Estate of Mishkin, Shawn M deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets w'�reve�i1�. .te and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuation place�cl opposite ea�iter�pf,�id inventory represents its fair value as of the date of the decedent's death,and that Decedent owned no r e�te outs'�of tl� � Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this invento �,► ,� _ t'� � ,�+C"�... N � � I verify tha#the statements made m this Inven- ��►j� � � �n +�.�J tory are true and correct. I understand that false state- � Holl A. �shkin � � -n "� ments herein are made subject to the penalties of y � � � -,n 18 Pa.C.S.§4904 relating to unsworn falsification to } � Q � �,,,, ""'" C'� authorities. o � �„� . r'"" ,c,� :.� """'� � �,r� ~,,�'� Attorney-- (Name) Shelly J Kunkel Esq (Supreme Co�'"irt I.D.No.) 64485 (Firm) (Address) P.O. Box 60974 Harrisburg, PA 171060974 (Te�ephone)S 717/574-1283 DATE OF DEATH LAST RESIDENCE $�s SyCa111O�@ CIrCI@ DECEDENTS SOC.SEC.N0. 10/30/2012 Camp Hill, PA 17011 ....- FIGURES MUST BE TOTALED Personal Property 64 shares IBM Corporation common stock; CUSIP 459 200 101;Valuation 12.406.40 averaged on Friday 10/26/2012 and Wednesday 10/31/12. Death occurred on Tuesday 10/30/12,one of two days when the U.S. Stock Market was closed due to Hurricane Sandy. 200 shares Exelon common stock; CUSIP 11400130161 N10;Valuation averaged 7,118.00 as explained above 18 shares VIACOM common stock; CUSIP 00145092553P20;Valuation averaged 950.58 as explained above 18 shares CBS Corporation; Valuation averaged as explained above 589.14 (Attach additional sheets if necessary) Total Per�vnal Property and Real E�tate �412,764.56 W INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 -12-1211 DATE OF DEATH LAST RESIDENCE g1�Sycamore Circle DECEDENTS SOC.SEC.N0. 10/30/2012 Camp Hill, PA 17011 TD Ameritrade 1005 North Ameritrade Place Bellevue, NE 68005 Brokerage Account#860034990 See TD Ameritrade correspondence attached hereto as Exhibit B: 150 shares Ford Motor common stock; 1.548.00 300 shares Flextronics International Ltd ordinary stock 1,719.00 150 shares General Electric Co.common stock 3,185.25 '1000 shares Sirius XM Radio Inc.common stock 2.850.00 9 United States Savings Bonds; 8 issued October 1982 and 1 issued December 1,459.52 1982,varying denominations; See US Savings Bond valuation attached hereto as Exhibit B. 2 INVENTORY (continuedj REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA couN�nr oF Cumberland } ss File Numbe� 21 -12-1211 DATE OF DEATN LAST RESIDENCE g16 Sycamore Circle DECEDENTS SOC.SEC.N0. 10/30/2012 Camp Hill, PA 17011 At the time of his death, Decedent was the sole shareholder of Plum Sport 0.00 Limited a Pennsylvania Subchapter"S"Corporation,which he operated as a women's apparel business known as"The Plum Sport", 512 Strawberry Square, Harrisburg, PA 17101. (The decedent's family has been in the high end women's apparel business for several decades in Harrisburg). However,decedent's business never achieved a level of success and had operated at a loss for 4 of the past 5 years. In order to fund the continuation of this struggling enterprise,a Weils Fargo business equity Iine of credit was obtained by The Plum Sport as obligor and for which the decedent's father, Isaac L. Mishkin, is an additional guarantor. At the time of decedent's death,The Plum Sport was being wound down and the lease was set to terminate in December of 2012,the decedent was fully matriculated at the Temple University School of Pharmacy effective September 2012,and he was living in Philadelphia to attend school full time. Insofar as decedent's family has been in the women's apparel business for several decades, unique circumstances existed to allow the business to be effectively liquidated. Final tax returns are filed and the Subchapter S Corporation is to be terminated as soon as practicable. See Limited Valuation of Plum Sport Limited prepared by Crystal St. Omer Roy, CPA attached hereto as Exhibit C. Wells Fargo Bank, N.A. 2,T48.63 30 N.Third Street Harrisburg, PA 17101 Checking Account#3524499310 Valuation at date of death See Wells Fargo Bank, NA correspondence attached hereto as Exhibit E. 3 INVENTORY (continued) REGISTER�F WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA couNnr oF Cumberland } ss File Number 21 -12-1211 DATE OF DEATH LAST RESIDENCE g16 Sycamore Circle DECEDENTS SOC.SEC.N0. 10/30/2012 Cam Hill, PA 17011 Accrued Interest on same 0.02 Wells Fargo Bank, N.A. 2,437.38 30 N.Third Street Harrisburg, PA 17101 Money Market Savings Account#784506962 Valuation at date of death See Welis Fargo Bank, NA correspondence attached hereto as Exhibit E. Accrued interest on same. 0.17 Wells Fargo Bank, N.A. 10.288.61 30 N.Third Street Harrisburg, PA 17101 Custom Business Checking Account#2000018201637 Valuation at date of death comprises a constituent part of the decedent's business valuation listed on Schedule C. See Welis Fargo Bank, NA correspondence attached hereto as Exhibit E. No accrued interest Metro Bank 3.656.88 3801 Paxton Street Harrisburg, PA 17111 Individual Checking Account#536779820 Valuation per Metro Bank correspondence attached hereto as Exhibit E. Metro Bank 17,069.44 3801 Paxton Street Harrisburg, PA 17111 Business Checking Account for Plum Sport Limited Account#53655T333 Valuation per Metro Bank correspondence attached hereto as Exhibit E. 4 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA couNnr oF Cumberland } SS File Number 21 -12-1211 DATE OF DEATH LAST RESIDENCE g16 Sycamore Circie DECEDENTS SOC.SEC.NO. 10/30/2012 Camp Hill, PA 17011 PSECU 56.80 1 Credit Union Place Harrisburg, PAP 17106-7013 Individual Savings Account Valuation per PSECU correspondence attached hereto as Exhibit E. Accrued interest on same 0.01 TD Ameritrade 6.084.76 1005 North Ameritrade Place Bellevue, NE 68005 Brokerage Account#860034990 Cash and Cash Equivalents See TD Ameritrade correspondence attached hereto as Exhibit B. 2006 SAAB 9-3 Sedan -Sale price per Bill of Sale attached hereto as Exhibit E. 9,500.00 1976 International Scout-Sale price per Biil of Sale attacahed hereto as Exhibit 2.500.00 E. Gas Gas Dirt bike-Sale price per Bill of Sale attached hereto as Exhibit E. 1,500.00 Aprillia Motorcycle-Sale price 4.000.00 Trailer-sale price 400.00 HMA Physician Managemet-refund of inedical bill 415.97 Total Personal Properly 92,484.56 5 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA courvnr oF Cumberland } ss File Number 21 -12-1211 DATE OF DEATH LAST RESIDENCE g16 Sycamore Circle DECEDENTS SOC.SEC.N0. 10/30/2012 Cam Hill, PA 17011 Real Estate One story,single-family dwelling; located at 816 Sycamore Circle, Camp Hill 320,300.00 Borough, Pennsylvania, 17011; Known as Lot No. 17 on Plan of Country Club Hills;Transferred to dececdent on July 29,2004 by Allen George Menke and Waneita Markee Menke,Trustees of teh Menke Family Trust dated May 2,2002, by deed recorded in the Office of the Cumberland County Recorder of Deeds at Deed Book 264, Page 2746. Valuation per Cumberland County tax assessment figures attached hereto as Exhibit A: Land Assessed Value-$76,600 Building Assessed Value-y243,700 Totai Assessment-�320,300 x 2012 Common Levei Ratio(1.0) Total Real Estate 320,300.00 6