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HomeMy WebLinkAbout09-18-15 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I SS File Number 2014-01226 Personal Representative(s)of the Estate of Wallace L. Wayne 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 Lnventory are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C. S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) David M. Watts, Jr. (Supreme Court I.D.No.)42232 (Address) 100 Pine Street, Harrisburg, PA 17.101 (Telephone)(717)237-5344 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO. 12/18/2014 4606 N. Clearview Drive,Hampden Township 200-22-7168 FIGURES MUST BE TOTALED See Schedule Attached ,y o rrn ^, `? C7y co (Attach additional sheets as needed) C1 TOTAL: . X392; -0.74 NOTE. The Memorandum of real estate outside the Commonwealth of Pennsylvania may,at the election of the personal representative include the value of eacf;item,but such figure ld not yx e�a ed into the total of the Inventory. (See 20 Pa.C.S.6 3301(b)) ...� Form RW-09 rev.10.13.06 Estate of Wallace L. Wayne Estate Inventory Valued as of Date of Death Cash and Cash Equivalents AAA Central Penn; Membership Refund $ 27.00 Comverge Inc. -Refund Check 10.00 Discover Credit Card -Refund 27.29 Erie Insurance-Car Insurance Refund 427.00 Patient First-Refund 8.88 100 Postmark Credit Union Certificate of Deposit(maturity 1/15/16) 6,043.62 Interest at Date of Death 1.05 Postmark Credit Union Checking Account 38,304.86 Postmark Credit Union Regular Share Account 20,853.42 Interest at Date of Death 0.52 100 Postmark Credit Union, Certificate (Maturity 1/9/15) 4,852.04 Interest at Date of Death 0.84 US Treasury; Refund re 2014 income tax return 962.00 Wells Fargo Goal Savings Account No. 3059980166753 3,673.70 Interest at Date of Death 0.02 Total Cash and Cash Equivalents $ 75,192.24 No. of Shares Stocks 12,600 Riverview Financial Corporation $ 161,406.00 Dividend at Date of Death 1,795.50 Total Stocks 163,201.50 Tangible Personal Property 2002 Saturn $ 1,000.00 Guns (Remington Scoremaster rifle and Raven Arms pocket pistol) 200.00 Vacuum - Valued per sale 800.00 Total Tangible Personal Property 2,000.00 Page 1 Estate Inventory (Continued) Miscellaneous CUNA Mutual Group -Accidental Death Life Insurance Policy; Proceeds payable to decedent's estate $ 31,757.00 Total Miscellaneous $ 31,757.00 Real Property Real Estate known as 4606 N. Clearview Drive, Hampden Township, Cumberland County, Pennsylvania $ 120,000.00 Total Real Property 120,000.00 Total Inventory $ 392,150.74 Page 2 McNees. Wallace & Nurick LLC 100 Pine Street PO Box 1166 a Harrisburg,PA 17108-1166 Linda M.Eshelman, Pa.C.P. Tei: 717.232.8000 ® Fax: 717.237.5300 Estate Paralegal Direct Dial:717.237.5210 Direct Fax:717.260.1640 leshelman@mwn.com September 17, 2015 Cumberland County Register of Wills VIA CERTIFIED MAIL One Courthouse Square Carlisle, PA 17013 RE: Estate of Wallace L. Wayne Cumberland County No. 2014-01226 PA Department of Revenue No.: 21-14-01226 Our File: 35499-0001 Ladies and Gentlemen: Enclosed for filing in the above-referenced estate are the following documents: • Pennsylvania Inheritance Tax Return (two originals) — The return shows a refund due the estate of$863.00. • Inventory (one original) Please date-stamp the copies enclosed and return to us in the stamped envelope provided. Thank you. Y rs truly, 1 � m inda M. Eshelman, Pa. C.P. c tAft state Paralegal p c T r` I--& rTl rn M co 7 LME/Ime `" :, o Enclosures 1111 c: Michele L. Bricker (w/copy of enclosures) w; cn - ry www.mwn.com HARRISBURG, PA 9 LANCASTER, PA 9 SCRANTON, PA 9 STATE COLLEGE, PA • COLUMBUS, OH 0 WASHINGTON, DC IL U.S.POSTAGE>>PITNEY BOWES 3 { ZIP 17101 $ 012-100 02 1VV � 0001369981 SEP. 17. 2015. McNees 9414 71266 9904 2040 0902 51 Wallace & Nurick LLC ' O Box 1166•Harrisburg,PA 17108-1166 First Class Mail CUMBERLAND COUNTY REGISTER OF WILLS ONE COURTHOUSE SQUARE CARLISLE PA 17013 --rl - (•� Eve 0 N