HomeMy WebLinkAbout11-24-08 (2)INVENTORY
REGISTER OF WILLS OF Cumberland
COMMONWEALTH OF PENNSYLVANIA 1
COUNTY OF Cumberland f SS
COUNTY, PENNSYLVANIA
File Number 21-08-0216
Personal Representative(s) of the Estate of Teresa G. Mahr
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 d of this inventory.
I verify that the statements made in this Inven- ~~ ~~ ~ mac"? .
tory are true and correct. I understand that false state- ~~~I-•
ments herein are made subject to the penalties of /V ~h ~1-~-t , ~' ~~c~
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) Thomas A. Archer, Esquire (Supreme Court I.D. No.) 73293
(Address) 2515 North Front Street, P.O. Box 5056, Harrisburg, PA 17110
(Telephone) (717)233-8676
DATE OF DEATH LAST RESIDENCE DECEDENTS SOC. SEC. NO.
February 24, 2008 13 Woburn Abbey Avenue, Camp Hill, PA 17011
FIGURES MUST BE TOTALED
FMA Advisory, Inc. account number: 2102-2966
FMA Advisory, Inc. account number :6096-5409
MetLife Account
Wachovia Account, account number ending in 7842
Wachovia Account, account number ending in 9821
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A
(Attach additional sheets as needed)
207,731.83
757,492.44
31,738.89
22,606.06
0 74,753.58
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TOTAL:
1,094,322.80
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(6))
Form RW-09 rev. 10.13.06
V~
REV-1313 EX (3-04)
APPLICATION FOR REFUND
COMMONWEALTH OF PENNSYLVANIA OF PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE/ESTATE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601 TAX
HARRISBURG. PA 17128-0601
Official Use Only
To: PA Department of Revenue
Bureau of Individual Taxes
Dept. 280601
Harrisburg, PA 17128-0601
FROM: Official Representative
Name
Thomas A. Archer, Esquire
Address
2515 North Front Street
PO Box 5056
Harrisburg, PA 17110
Decedent Data
Name of Decedent
Teresa G. Mahr
File Number
21-08-0216
Date of Death
02/24/2008
Social Security Number
367-46-5397
Phone Number
(717) 233-8676
e-mail Address
tarcher@archerandarcher.com
The undersigned requests a refund in the amount of $
referenced decedent's estate.
REFUND REQUESTED ON:
3,024.43 for the above
^ Original or Supplemental ^ Joint/Trust Assets ^ Remainder Return ~ Estate Tax
Probate Return
EXPLANATION OF OVERPAYMENT
Payment was made before the Inheritance/Estate tax return was assessed.
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Signature
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Date
Please allow four to six weeks for the processing of your refund request.