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HomeMy WebLinkAbout06-14-07 (2) INVENTORY Estate of Evelyn Z. Bankert No. 21 07 0282 , Deceased Date of Death 3/19/2007 Social Security No. 207037947 also known as 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 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 made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: William P. Douqlas I.D. No.: 37926 Address: 43 W. South St. Carlisle Telephone: 7172431790 Cordelia L. Kutz 628 W. Old York Rd., Carlisle, PA 17015 Dated May 29 ,2007 PA 17013 Description Value Stocks & Bonds Fidelity Investments- Account # X47-182443 348,561.36 1'-,__) Mortgages & Notes Receivable Closely-Held Corporation, Partnership or Sole-Proprietorship ..!::-- L' Cash, Bank Deposits, & Misc. Personal Property C'.) AFL Insurance Co., long term insurance, 19 days @$80 3,680.00 Total 453,670.81 (Attach Additional Sheets if necessary) 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. RW-4 q) Continuation of Inventory Evelyn Z. Bankert 21 07 0282 PaQe 1 Description of Inventory Description Meadows Living Center, refund of reservation deposit Value 500.00 two Series H U.S. savings bonds 10,000.00 2006 Federal Income Tax refund 2,779.00 Citizens Bank - date of death balance - 32,389.04 Cornerstone Federal Credit Union date of death bal. 32,895.43 Diakon Lutheran Social Ministries, Cumberland Crossings, refund 2,424.07 Peoples Benefit Life Ins. Annuity 20,441.91 Grand Total $ 101,429.45 453,670.81 Subtotal $