HomeMy WebLinkAbout12-08-14 (2) Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Spero G. Diamond No. 21-14-452
also known as Date of Death 03/29/2014
Late of: Mechanicsburg Boro, Cumberland County , Deceased Social Security No.
Personal Representative(s)of the above Estate, deceased, verify 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. INVe verify that the statements made in this Inventory are true and correct. INVe understand that false
statements herein are made subject to the penalties of 18 Pa.C.S.Section 4904 relating to unswom falsification to authorities.
Personal Representative:
Name of ----�.v
Attorney: Vicky Ann Trimmer
0J. Diamon ie P. Diamond -
I.D.No.: 49679
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Telephone: 717-620-2440 Eliza
Persun & Heim, P.C., P.O. Box 659, Mechanicsburg,
Address PA 17055-0659 Dated:
DESCRIPTION VALUE
Wells Fargo Account#xxxx-7485 �54,123�
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(Attach Additional Sheets If Necessary)
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.
41663v1
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX01-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 019996
WELLS FARGO ADVISORS LLC
ONE NORTH JEFFERSON
ST LOUIS, MO 63103
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold
__________ --------
101 $41 ,318.00
ESTATE INFORMATION: SSN:
FILE NUMBER: 2114-0452
DECEDENT NAME: DIAMOND SPERO G
DATE OF PAYMENT: 12/08/2014
POSTMARK DATE: 12/05/2014
COUNTY: CUMBERLAND
DATE OF DEATH: 03/29/2014
TOTAL AMOUNT PAID: $41 ,318.00
REMARKS: WELLS FARGO ADVISORS
CHECK#031048992
INITIALS: WZ
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
Persun & Heim, P.C.
Attorneys at Law IRS NO. 26-3786257
LLOYD R.PERSUN 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 HTTP://WWW.PERSUNHEIM.COM vatrimmer@persunheim.com
**ALSO A CPA
December 5, 2014
Cumberland County Register of Wills
Cumberland County Courthouse
1 Courthouse Square, Room 102
Carlisle, PA 17013 c. ` m
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Re: Estate of Spero G.Diamond � --1
No. 21-14-452 cc) `�'�-
cn
Dear Sir/Madam:
Cl)
Enclosed for filing are the following: 7-D --1 'v M
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1. Original and one copy of a Pennsylvania Inheritance Tax Return, along with a
copy of the first page of the tax return to be time stamped and returned;
2. Original and one copy of the Inventory to be time stamped and returned;
3. A check made payable to "Register of Wills,Agent"in the amount of$41,318.00;
and
4. A self-addressed,postage prepaid envelope for return mail.
Please forward a copy of the Inheritance Tax Return to the Pennsylvania Department of
Revenue. Please return a date-stamped copy of the Inventory and the cover page of the tax
return to my attention in the enclosed envelope.
Please do not hesitate to call with any questions. Thank you for your assistance.
Sincerely yours,
Vicky Ann Trimmer
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Enclosures
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$ 011.490
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a 0 MAILED FROM 7!P GADE 17055
LAW OFFICES
PEASUN & HEIM, P.C.
1700 BENT CREEK BOULEVARD
P.O. BOX 659
MECHANICSBURG, PENNSYLVANIA 17055-0659
TO:Cumberland County Register of Wills
Cumberland County Courthouse
1 Courthouse Square, Room 102
Carlisle, PA 17013