HomeMy WebLinkAbout11-18-05 (2)
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
_ Robe_~ _~Daughert~_~~____
No.
also known as
21-05-0254
._n_-~--;-tJeceased--
Date of Death 02/20/2005
Social Security No. 577 -20-9259
Cash
Cash
Orrstown Bank - checking account #106002267
Total Cash
Personal Property
Cumberland Crossings - residency fee refund
share Miscellaneous personal property
Total Personal Property
Stock I Listed
7.977.1500 shares Investment Co American - Com
1.004.3200 shares MFS Series Trust V - Total Retrn CL B
7.657.4500 shares Royal Alliance Associates Inc. - MFS Total Return Fund A
6.662.3700 shares Royal Alliance Associates Inc. - American Balanced FD Inc.
Total Stock / Listed
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
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328.00
49.797.45
50.125.45
70.000.00
2.805.00
72.805.00
245.058.05
16.008.86
122.059.75
119.056.55
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625.113.66
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Robert M. Daugherty
No.
21-05-0254
also known as
, Deceased
Date of Death 02/20/2005
--------.-..
Social Security No. 577 -20-9259
James D. Hughes
Thepersonal Represenfat]ve(s) of the above Estate, deceased, verify that the Items appearing ill the followfngTl1ventory-
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. l!We verify that the statements made in this Inventory
are true and correct. l!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:
Ja~es D._Hughe~
I.D. No.:
_ 5 8 B8~________
Firm:
.. SALZMANN HUGHE$~___
Address:
354 Alexander Spring Road, Suite 1
_~arlisle, P~ 1701~______
717 -249-6333
Address: 354 Alexander Spring Road, Suite 1
Carlisle, PA 17013
~'.- ..---.-
Telephone: 717-249-6333
Telephone:
Dated:
-_/d-rt/Q S-________
Personal ProDertv
Cash............................................................................................. ..
Personal Property.........................................................................
Stocks/Listed.................................................................................
Stocks/Closely Held......................................................................
Bonds............................................................................................ .
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property.........................................................................
50,125.45
72,805.00
502,183.21
Total Personal Property.........................................
625,113.66
Total Real Property................................................
Total Personal and Real Property.........................
625.,11.3.66..1
Total Out-of-State Real Property..........................
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
HUGHES JAMES 0
95 ALEXANDER SPRING RD
SUITE 3
CARLISLE, PA 17013
h__h__ fold
REV-1162 EX(11-96)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 577-20-9259
FILE NUMBER: 2105-0254
DECEDENT NAME: DAUGHERTY ROBERT M
DA TE OF PAYMENT: 11/18/2005
POSTMARK DATE: 1111 8/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 02/20/2005
REMARKS:
CHECK# 3317
SEAL
NO. CD 006014
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $25,842.84
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$25,842.84
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS