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Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Alice L. Holmes
also known as
No. 21-2006-0514
Date of Death Mav 23.2006
Social Security No. 194-16-4775
, Deceased
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 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. 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.
Personal Representative:
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Marsheelah M. Preston
5223 Meadowbrook Drive
Mechanicsburg, PA 17050
Name of
Attorney: Stephanie Kleinfelter
1.0. No.: 80089
Address: Keefer Wood Allen & Rahal, LLP
635 N. 12th Street, Suite 400
Lemoyne, PA 17043
Telephone: 717-901-7786
Dated
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Description
Value
$186,080.03
See Attached Sheet
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(Attach Additional Sheets if necessary)
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Total: .~ 86,080.0 .
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.
Form RW-7 (Cumberiand County - Rev. 9/92)
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RECEIPTS OF PRINCIPAL
Estate of Alice L. Holmes
As of 12/31/2006
Assets Listed in Inventory
(Valued as of date of death)
Checking Accounts
Pennsylvania State Bank Checking Account No.
10001162
Common Stocks
Franklin Tempelton - Franklin Floating Rate Daily Access
Fund- Class A
1,241.314 Units
Certificates of Deposit
Pennsylvania State Bank
Certificate of Deposit No. 11435000
Interest Rate 2.7%: Maturity Date 06/30/06
$31.30 Accrued Interest
Debt Instruments
Secured Note From Allen K. Holmes Dated December
31, 1998; 6.0% Interest, Due In Monthly Installments
Beginning On February 1, 1999; Maturity Date February
1,2019
$395.48 Accrued Interest
Misc. Personal Property
2002 Buick Century
Refunds
Highmark - Health Insurance Premium Refund
Miscellaneous Property
Commonwealth of Pennsylvania
Unclaimed Property Notice re Demutualization of Met Life
Inc
Acacia Mutual Ife Insurance Company
Life Insurance Policy No. 965916
Conseco Senior Health Insurance Co - Long Term Care
Reimbursement of Medical Expense
$
711.80
$
4,706.00
$
157.50
Page 1
Fiduciary
Acquisition
Value
$ 37,778.42
$ 12,524.86
$ 12,729.07
$ 107,003.38
$ 10,000.00
$
454.01
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RECEIPTS OF PRINCIPAL
Estate of Alice L. Holmes
As of 12/31/2006
Assets Listed in Inventory
(Valued as of date of death)
Restitution Award
Common. V. Ramo, Robin Louise
Cumberland County Docket No. CP-21-CR-0000927-2005
$
14.99
TOTAL INVENTORY
Page 2
Fiduciary
Acquisition
Value
$ 5,590.29
$ 186,080.03