HomeMy WebLinkAbout07-25-14 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } ss File Number 21-13-1230
James J.Tomek, Jr.
Personal Representatives)of the Estate of Helen A. Tomek
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 pears in memoran u e end of this inventory.
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state- J es J. me ,Jr.
ments herein are made subject to the penalties of
18 Pa.C.S. §4904 relating to unsworn falsification to
authorities.
Attorney-- (Name) Michael L. Bangs (Supreme Court I.D. No.) 41263
(Firm) Bangs Law Office, LLC
(Address) 429 South 18th Street Camp Hill PA 17011
(Telephone) 7171730-7310
DATE OF DEATH LAST RESIDENCE 839 Meadow Lane DECEDENTS SOC.SEC.N0,
11/0612013 Camp Hill PA 17011
FIGURES MUST BE TOTALED
Personal Property_
i:@; C
Cash ...... ......................................................................... l, 21 cr p
Perso nal Property........................................................................ rn �-,r,,;`
O r„
i_
Stocks/Listed................................................................................
Stocks/Closely Held.....................................................................
Bonds............................................................................................ D 1,406.10
Partnerships and Sole Proprietorships ..................................... 0�
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ 22,450.75
Total Real Property................................................ 102,298.15
Total Personal and Real Property........................ 124,748.90
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 Re,10-13-2006
V
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTYOF Cumberland } SS File Number 21-13-1230
DATE OF DEATH LAST RESIDENCE 839 Meadow Lane DECEDENTS SOC,SEC.N0,
11/0612013 Camp Hill, PA 17011
-ach
Automobile-2004 Saturn sedan(see Bill of Sale) 3,800.00
Members 1st Federal Credit Union-Savings Account 16,899.05
Members 1st Federal Credit Union-Checking account 0.00
Refund from IRS-2013 final lifetime tax return 651.00
Refund from Nationwide Insurance 92.60
Total Cash 21,442.65
RnndS
Savings Bond-One Series EE Savings Bond 55.94
Savings Bonds-7 Series E Bonds 952.16
Total Bonds 1.006.10
Real Fct
Real Estate-839 Meadow Lane, Hampden Township,Cumberland County,PA(Tax 102,298.15
Parcel No, 10.18-1310-002). Property sold on 7114/14. $91,080.52 received at closing;
$11,217.63 withheld for inheritance tax escrow. Therefore,total due to estate is
$102,298.15.
Total Real Estate 102,298.15
(Attach additional sheets if necessary) Total Personal Property and Real Estate 124,748.90
BANGS LALW OFFICE, LLC
429 SOUTH 18TH STREET PHONE: 717-730-7310
CAMP HILL,PA 17011 FAX: 717-730-7374
E-mail: mikebanas(a),verizon.net
MICHAEL L.BANGS,Attorney-at-Law WILLIAM E.MILLER,JR.
WENDY K. STRAUB,Paralegal Of Counsel
July 24, 2014
Lisa M. Grayson, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Helen A. Tomek
File No. 21-13-1230
Dear Ms. Grayson:
Enclosed you will find the following:
1. The original and one copy of the inheritance tax return;
2. The original inventory.
Please note a refund is due to the estate in the amount of$5,209.19.
Enclosed is an extra copy of Page 1 of the return which I ask you to time-stamp and return to me in
the enclosed, stamped, pre-addressed envelope.
Thank you.
Very truly yours,
t_ m h
Michael L. Ba gs o��c e »?.
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