HomeMy WebLinkAbout12-08-06
LATSHA DAVIS YOHE
& MCKENNA, PC.
ATTORNEYS AT LAW
PLEASE REPLY TO:
WRITER'S E- MAIL:
Mechanicsburg
gdavis@ldylaw.com
December 7, 2006
Glenda Farner Strasbaugh, Register of Wills
Orphans' Court
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013-3387
In Re: Howard J. Taylor, An alleged incapacitated person
No. 21-06-0435
Virginia M. Taylor, An alleged incapacitated person
No. 21-06-0436
Our File No. 869-06
Dear Ms. Strasbaugh:
Please find enclosed for filing in the above-referenced matter an Inventory of Assets of
Howard J. Taylor and Virginia M. Taylor along with a check in the amount of $15.00, the
required filing fee. Please time-stamp the additional enclosed copy of the Inventory and
return in the self-addressed, prepaid envelope provided.
Thank you for your cooperation in this matter.
Very truly yours,
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Enclosure
cc: Michael J. Collins, Esq. (w / enc.)
Cheryl E. Watson (w / enc.)
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Glenn R. Davis
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112115
1700 Bent Creek Boulevard, Suite 140 . Mechanicsburg, PA 17050 . (717) 620-2424 . FAX (717) 620-2444
350 Eagleview Boulevard, Suite 100 . Exton, PA 19341 · (610) 524-8454 . FAX (610) 524-9383
3000 Atrium Way, Suite 251 . Mt. Laurel, NJ 08054. (856) 231-5351 . FAX (856) 231-5341
Maryland Telephone: (410) 727-2810
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
In Re: Howard J. Taylor
An alleged incapacitated person
No. 21-06-0435
In Re: Virginia M. Taylor
An alleged incapacitated person
No. 21-06-0436
INVENTORY OF ASSETS OF
HOWARD T. TAYLOR AND VIRGINIA M. TAYLOR
AND NOW, COMES, Cheryl E. Watson, Plenary Guardian of Howard J. Taylor
and Virginia M. Taylor, and files the following Inventory of Assets with the Court as of
November 17, 2006.
INVENTORY OF ASSETS
Assets
House
2003 Ford Windstar
1991 Mercury Marquis
Total
Estimated Value
$190,000
$9,600
$1,300
$200,900
Investments
TD Ameritrade Portfolio
Advisor's Edge Variable Annuity
Howard J. Taylor Account
Virginia M. Taylor Account
Total
$27,767.51 r--.>
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$1,381.02 :3 ;::g CJ
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$47,725.71 ,.'~'j,~F; I
$76,874.24 ~--)5~ OJ
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$277,774.24 ::::0 - ..,""- r";"f
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Property and Investments Total
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Bank Accounts
Beleo - Savings, Joint
Beleo - Savings and Checking, Joint
PNC - Savings
PNC - Checking
Total
U. S. Savings Bonds -6/06
Bank Accounts and Bonds Total
Income
Pension (monthly)
Med B Reimbursement (monthly)
Total (monthly)
Social Security -Howard (monthly)
Social Security - Virginia (monthly)
Income Total (monthly)
$756.10
$98.51
$6,546.90
$876.65
$8,278.16
$1,582.88
$9,861.04
$1,436.97
$59.80
$1,496.77
$1,273.00
$473.00
$3,242.77
Respectfully submitted,
LATSHA DAVIS YOHE & MCKENNA, P.c.
Dated: Id-I<..a J O(P
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110669
By
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Glenn R. Davis
Attorney 1. D. No. 31040
1700 Bent Creek Boulevard, Suite 140
Mechanicsburg, P A 17050
(717) 620-2424
Attorneys for Guardians
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VERIFICATION
The undersign~d guardian of the estate of the above named incapacitated
pt:rrSQns verifies that the foregoing inventory con5titut~5 a true and complete statement
of <:\11 ('.lssets of the incapacitated persons that have come U:ltO the possession of the
guardian, with the estimated value of each asset, together wtth a statement of any
additional assets of the incct}..ladtated persons that the guardian expects to acquire 1n the
future. The undersigned guardian understa.nds that false staterllents made in this
inventory axe subject to the penalties of 18 I'a.. Cs. ~4904 rdating tu l.m:,;wom
falsification to authorities.
Dated: /..4 ~ 1f.<{l{'~6~_
11l1tlfJ'
Geryl . Wau,oxl, Plenary l;uardian
3
CERTIFICATE OF SERVICE
The undersigned hereby certifies that on this date a true and correct copy of the
foregoing Inventory of Assets was served via first-class United States mail, postage
prepaid, upon the following:
Michael J. Collins, Esq.
Martson Deardorff Williams & Otto, P.e.
10 East High Street
Carlisle, P A 17013-3015
Court Appointed Counsel
Dated:
i~/7/tJfo
.
~~~
Glenn R. Davis
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