HomeMy WebLinkAbout08-10-07 (3)INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY~,~~NNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } ~'~ Yet 1 I~
couNTY OF Cumberland } SS File Number 21-06-105 ~FF"r-; ^ 'f' ` ~}~
SIP,.
Claudia O'Neill and Marlene Gaines ~-j
Personal Representative(s) of the Estate of Marcella L. Dee
deceased, depose(s) and say(s) 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.
I verify that the statements made in this Inven- ~ ~ ~/ i~ ~ (\ n
tory are true and correct. I understand that false state- f !~'-~ -
ments herein are made subject to the penalties of udia O'Neill
18 Pa.C.S. § 4904 relating to unsworn falsification to _ ___-- _ __ _ _-- -- -- - - ------ -- -- - -
authorities. Marlene Gai es
Attorney -- (Name)
(Firm)
(Address)
(Telephone)
Marielle F Hazen (Supreme Court I.D. No.) 68003
----
Hazen Elder Law
2000 Linglestown Road, Suite 202, Harrisburg, PA 17110
717-540-4332
DATE OF DEATH LAST RESIDENCE 119 W. Hillcrest Drive DECEDENT'S SOC. SEC. NO.
11122/2006 Carlisle, PA 17013 086-18-1243
FIGURES MUST BE TOTALED
Personal Property
Cash ...............................................................................................
Personal Property .........................................................................
StockslListed .................................................................................
StockslClosely Held ......................................................................
a~~>ias .............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable ...............................................
All Other Property .........................................................................
Total Personal Property ....................................
Total Real Property ................................................
Total Personal and Real Property .........................
15,604.00
11,688.10
29,343.17
56,635.27
56,635.27
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. (See 20 Pa. C.S. § 3301(b))
Form RW-09 Rev. ~0-~3-loos
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
__. _ _
__ _. __
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21.06-1054
DATE OF DEATH LAST RESIDENCE 119 W. Hillcrest Drive DECEDENTS SOC. SEC. NO.
11122/2006 Carlisle, PA 17013 086-18-1243
.~~
Cash
AARP Health Care Options -Medicare Supplement -Refund
AARP Member Services -Membership Dues -Refund
ADT Security Services -Home Security -Refund
Defense Finance and Accounting Service -Annuity payment after death (12106)
Federal Employees Group Life Insurance -Life Insurance
MetLife, Inc. -Dividend
MOAA Insurance Plans -Long-Term Care Insurance -Refund of Premium
Office of Personnel Management -Civil Service Retirement -12106 pension
payment
Office of Personnel Management -Civil Service Retirement -12/06 pension
payment
Office of Personnel Management -Civil Service Retirement -Death benefit
Proceeds from sale of decedent's antique business - "Marcy's Mansion," sold
at auction before death; check for proceeds deposited after death (11124106).
Complete details of liquidation/sale of business @ Rowe's Auction House is
attached.
Shipley Energy -Oil -Refund
Social Security -Payment received after death (12106)
Total Cash
159.25
18.40
156.56
930.75
6,024.18
33.63
40.05
955.00
731.00
701.82
5,453.00
265.76
134.60
15,604.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate 56,635.27
INVENTORY
REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA } SS
CUMBERLAND COUNTY, PENNSYLVANIA
couNTYOF Cumberland } File Number 21-06-1054
......... _. _..
DATE OF DEATH LAST RESIDENCE 119 W. Hillcrest Drive DECEDENT'S SOC. SEC. NO.
11/22/2006 Carlisle, PA 17013 086-18-1243
Personal Property
Coins and Medallions -Sold at auction, per attached sales receipt 805.00
Costume jewelry • Sold at auction, per attached sales receipt 1,222.00
Fine Jewelry -Per attached appraisal 623.26
Fine Jewelry -Sold to jewelry dealer, per attached sales receipt 1,800.00
Furs -donated to Humane Society - no value 0.00
Income Tax -Refund; 2004 amended income tax return 840.84
Personal Property - (not including jewelry) -Per attached appraisal 4,790.00
Proceeds from sale of Coin Collection -Sold at auction before death, but check 1,607.00
deposited after death (11124/06); part of sale @ Rowe's Auction House per
attached auction detail dated November 7, 2006
Total Personal Property 11,688.10
Stock /Listed
57.0000 shares MetLife, Inc. -listed security 3,334.50
Smith Barney -Investment Account# 73H-00905 26,008.67
Total Stock /Listed 29,343.17
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