HomeMy WebLinkAbout11-15-05 (2)
JERRY H. DLFFlE
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LAW OFFICES
JOHNSON
DUFFIE
OF COUNSEL
HORACE A. JOHNSON
, LEE SHIP\IAN
Blwcr I GHOSS\IM\
admitted III 1';Y onl"
November 11, 2005
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Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
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RE:
Estate of Donald H. Schwartz
Date of Death: March 11, 2005
Your File No.. 2005-00402
Our File No. 5279-1
c.)
Dear Register:
Enclosed for filing please find the following documents for the above referenced decedent:
1. 2 Original PA Inheritance Tax Returns. There is no tax due. This is an insolvent estate.
2. 3 copies of Pages 1 &2 of the Pa Inheritance tax return, which we ask that you time-stamp and return to
us in the enclosed envelope.
3. Inventory
4. 3 copies of Page 1 of the Inventory which we ask that you time stamp and return to us in the
enclosed envelope.
5. Estate check in the amount of $30.00 representing the filing fees for the Inheritance Tax Return and
Inventory.
301 MAEKET STREET PO, Box 109 LE!\IOY\JE. PEi\i\SYLVAr\IA 17043-0109
WWWJDSWCOM 717.7fi1.4540 FAX: 717.7fiU015 MAIL@JDSWCOM
JOHNSON, DUFFIE, STEWART & WEIDNER, p.e.
matter.
Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this
Very truly yours,
r~..HNN.SS~O~Ni DUFFIE. STEWART & WEIDNER
~W~
Dana Wiese man
Estate Administration Paralegal
Ene.
e: Judy Wood, Co-Administratrix
Kathy Smith, Co-Administratrix
:250318
Register of Wills of
Cumberland
County, Pennsylvania
INVENTORY
Estate of
Donald H. SCHWARTZ
No.
also known as
, Deceased
Date of Death 03/11/2005
Social Security No. 168-36-6585
Judy M. Wood Kathy L Smith
The 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 located 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 the 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/We verify that the statements made in this Inventory
are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.. S.
Section 4904 relating to unsworn falsification to authorities.
Attorney:
JERRY R. DUFFIE
P.os,",' R'P""~. .
SIgnmu," ~~~
Signature: dy. od A. Lt' ~ ''h~
Kathy L Smith
Signature:
1.0. No.:
JOHNSON, DUFFIE, STEWART &
WEIDNER
Firm:
301 MARKET ST.
Address: PO BOX 109
Lemoyne, PA 17043-0109
Telephone: (717) 761-4540
Address: 305 Georgetown Road
Mechanicsburg, PA 17050
Telephone:
Dated:
./
It-II-OS
Personal Property
Cash.............................................................................................. .
Miscellaneous Property.. ........ ...... ...... ...... ... ........ ... .............. ........
Stocks/Listed...... .... ... .................. ... ........ ........... ...... ......... ........ .....
Stocks/Closely Held ..... ...... ...... ...... ........... ...... ... ........ ...... ... ... ... ....
Bonds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable.. ........... ............. ....... ...... ........
Ul
2,901.55:'
200.00
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Total Personal Property.........................................
3,107.55
Total Real Property......................... ........... ............
70,500.00
13,607.551
Total Personal and Real Property.........................
Total Out-ot-State Real Property..........................
RK.