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HomeMy WebLinkAbout11-06-14 (2) INVEN'T'ORY REGISTER OF WILLS OF CUMBER LAND COUNTY,PENNSYLVANIA. COMMONWEALTH OF PENNSYLVANIA SS 21-13-1174 COUNTY OF CUMBERLAND File Number Personal Representative(s)of the Estate of DAVID A. BARTLETT 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- (signature) ments herein are made subject to the penalties of 18 Pa.C.S. §4904 relating to unsworn falsification to (signature) authorities. Attorney-- (Name) Michael Cherewka, Esquire (Supreme Court I.D. No.) 35073 (Address)624 North Front Street, Wormleysbur , PA 17043 (Telephone) 717-232-4701 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO. April 16k, 2013 Mechanicsburg, Pennsylvania FIGURES MUST BE TOTALED 1. Rite Aid Employee Stock Option Account, 25,300 Shares @ $2.25 28,024.00 2. Prudential Financial Account, 41 shares @ $56.72 2,325.52 3. Personal Items 1,000.00 4. Rite Aid Employee Stock Awards Account #3516-8906 3,383 7,611.75 Shares @ 2.25 ry �; rn ria Cy r F ► Ua W ''`► (Attach additional sheets as needed) TOTAL: $38,961 .27 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)) RW-09 .Form RW-09 rev.10.13.06 \ Law Offices of Michael Cherewka 624 North Front Street Wormleysburg, Pennsylvania 17043 (717) 232-4701 Fax (717) 232-4774 October 23, 2014 Register of Wills Office Cumberland County Courthouse 1 Courthouse Square Carlisle,PA 17013 Re: Estate of David A. Bartlett No. 21-13-1174 Our File No.: 4328.01 Please find enclosed original and one copy of Pennsylvania Resident Inheritance Tax Return and Inventory for the above captioned Estate,there is no tax due. The filing fees for the Return and Inventory were paid at the time of probate. We are also enclosing a copy of the first page of the Return and Inventory to be time-stamped and returned to us in the envelope provided. Should you have any questions,please contact our office. Thank you for your consideration. Very truly yours, +Leslh, Legal Assistant �? Co ZL �r — :� Co m r— f-- C> Enclosures JON C 3cr ;u , ..a @ N C 00 � � � �, rn CD f- "I -Ti CDco0 w c> m m r . r7 r- c CDU) 4. ;r