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HomeMy WebLinkAbout06-25-08 (2)Es~sate of Daniel Orville Suders, a/k/a D. Orville Suders Cumberland County Register of Wills INVENTORY Estate of Suders, Daniel Orville, a/k/a Suders, D. Orville also known as Deceased No. 21 08 0293 Date of Deai:h 3/3/2008 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 de2~th, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/VNe verify that the statements made in this inventory are true and correct. I/V1/e understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Joel R. Zullinger I.D. No.: 17516 Address: 14 North Main Street, Suite 200 Chambersburg PA 17201 Telephone: (717)264-6029 rson I Representative: r Daniel C. Suder/s ~j Dated ~OIi~~O T7 Stocks & Bonds Description Series E Savings Bonds as shown on attached valuation Brokerage Account #10N559900, S A Moyer Insurance & Financial Services, LLC, copy of valuation attached Closely-Held Corporation, Partnership or Sole-Proprietorship Mortgages & Notes Receivable Cash, Bank Deposits, & Misc. Personal Property (Attach Additional Sheets if necessary) Value c7 '-o ., _:~Tn ''za r- ~_~ _' '- ; A~~ ~_J ~- v -_; :~ ~~ 1~~ ---~1 s_-a ~$,86~.04 .,~°: rv ~T3,138.91 -n !'J ~~ w Total 329, 548.04 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. RW-4 • Continuation of Inventory Suders, Daniel Orville, a/k/a Suders, D. Orville 21 08 0293 Page 1 Description of Inventory Description Checking Account #98190504, M&T Bank, including interest accrued to date of death Checking Account #9830238276, M&T Bank, including interest accrued to date of death Savings Account #015004202115249, M&T Bank, including interest accrued to date of death Certificate of Deposit #031003911815488, M&T Bank, including interest accrued to date of death Certificate of Deposit #031003911815496, M&T Bank, including interest accrued to date of death Checking Account #103700908, Orrstown Bank, including interest accrued to date of death Savings Account #730963, Orrstown Bank, including interest accrued to date of death Net proceeds from sale of decedent's personal property by Gateway Gallery Auction Refund, Erie Insurance on car policy Penn Treaty Insurance, benefit payment from long term care policy Annuity Acct. #DOS428466, Prudential Financial, no named beneficiary, benefits paid to Estate of Daniel Orville Suders OPM, compensation due decedent Penn Treaty Insurance, refund of unearned premium on long term care insurance U.S. Treasury, economic stimulus rebate Value 12,491.75 7,738.85 18,743.09 7,635.52 5, 099.20 2,533.04 12,325.11 4,118.76 31.00 5,550.00 1,504.10 132.63 727.60 600.00 subtotal I S 79,230.65 Continuation of Inventory Suders, Daniel Orville, a/k/a Suders, D. Orville 21 08 0293 Pa e 2 Description of Inventory LAW OFFICES OF ZULLINGER -DAVITS PROFESSIONAL CORPORATION JOEL R. ZULLINGER 14 North Main Street Suite 200 Chambersburg, PA 17201 717-264-6029 Fax:717-264-1884 JoelZullinger(ae,zu llingerlaw. com Dale F. Shughart, Jr. of counsel HAMILTON C. DAMS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 717-532-5713 Fax:717-530-5222 hamiltondavislaw(c~ comcast.net June 23, 2008 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Dear Register: RE: Estate of Daniel Orville Suders a/k/a D. Orville Suders Enclosed for filing in your office is an original and one copy of the PA Inheritance Tax Return and one copy of the Inventory for the above estate. Also enclosed are the following checks: Register of Wills, Agent - $282.56 for balance of PA Inheritance Tax, and Register of Wills - $30.00 for filing fees. If anything further is required, please advise. Thank you. Very truly yours, ` ,~ el R. Zullinge~ Encls.