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HomeMy WebLinkAbout10-31-07 (2) .- Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Powell, Jean D No. 21 - 06 - 0730 also known as Date of Death 8/12/2006 , Deceased Social Security No. 174-20-6085 Julia Powell Wagner Rebecca Powell Vogel - - ._.~-~--~.- The 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 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: Susan E. Lederer Personal Representative Signature: ~II ~~__uA~__ Signature: Rebecca Powell Vogel f~ Signature:~_e~~_ ~ f-'- '";: 1.0. No.: 44861 c:;., ---.J o - ~~+------ --l Address: 13 Homestead Lane Camp Hill, PA 17011 ~ Address: 4811 Jonestown Rd. Suite 226 Harrisburg, PA 17109 Telephone: 717/652-7323 (,.) Telephone: 717-763-0134 r''' Dated: 10- ~3 - 0"" ~ Personal Property Regular Shares held at PSECU, Account Number 174-20-6085-S01, titled to Jean D. Powell 5.13 Money Handler held at PSECU, Account Number 174-20-6085-S04, titled to Jean D. Powell 0.00 Certificate of Deposit held at PSECU, Account Number 174-20-6085-C50, titled to Jean D. Powell ($66.45 accrued interest) 50,066.45 Certificate of Deposit held at PSECU, Account Number 174-20-6085-C50, titled to Jean D. Powell ($13.29 accrued interest) 10,013.29 (Attach additional sheets if necessary) Total Personal Property and Real Estate $224,528.85 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Powell, Jean D Estate of --------- also known as No. 21 - 06 - 0730 Date of Death 8/12/2006 , Deceased Social Security No. 174-20-6085 Certificate of Deposit held at PSECU, Account Number 174-20-6085-C50, titled to Jean D. Powell ($13.29 accrued interest) Certificate of Deposit held at PSECU, Account Number 174-20-6085-C50, titled to Jean D. Powell ($13.29 accrued interest) Checking Account held at M&T Ban~, Account No. 69289832, titled to Jean D. Powell (~o.oS ~c..:I/'U~ ~~rQ.~.tJ Regular Savings Account held at Members 1st FCU, Account No. 5733-00, titled to Jean D. Powell ($0.03 accrued interest) Investment Savings Account held at Members 1st FCU, Account No. 5733-05, titled to Jean D. Powell ($11.99 accrued interest) Life Savings Account held at Members 1st FCU, Account No. 5733-04, titled to Jean D. Powell ($1.21 accruend interest) Certificate of Deposit held at Members 1 st FCU, Account No. 5733-46, titled to Jean D. Powell ($6.49 accrued interest) Certificate of Deposit held at Members 1st FCU, Account No. 5733-49, titled to Jean D. Powell ($6.49 accrued interest) Certificate of Deposit held at Members 1st FCU, Account No. 5733-56, titled to Jean D. Powell ($12.57 accrued interest) Certificate of Deposit held at Members 1st FCU, Account No. 5733-58, titled to Jean D. Powell ($12.57 accrued interest) Certificate of Deposit held at Members 1st FCU, Account No. 5733-59, titled to Jean D. Powell ($5.92 accrued interest) Certificate of Deposit held at Members 1st FCU, Account No. 5733-60, titled to Jean D. Powell ($5.92 accrued interest) 2 10,013.29 10,013.29 9,750.26 89.11 20,108.21 4,001.21 5,006.49 5,006.49 10,012.57 10,012.57 5,005.92 5,005.92 " Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Powell, Jean D also known as No. 21 - 06 - 0730 Date of Death 8/12/2006 , Deceased Social Security No. 174-20-6085 Certificate of Deposit held at Members 1st FCU, Account No. 5733-62, titled to Jean D. Powell ($6.49 accrued interest) 5,006.49 Certificate of Deposit held at Members 1st FCU, Account No. 5733-63, titled to Jean D. Powell ($15.04 accrued interest) 10,015.04 10,015.04 Certificate of De(?osit held at Members 1 st FCU, Account No. 5733-64, titled to Jean O,t:b~~\YtllIS, ()'1' 'O\c-c>(~t.dv (~('-@~) Certificate of Deposit held at Members 1st FCU, Account No. 5733-65, titled to Jean D. Powell ($15.04 accrued interest) 10,015.04 Ford Crown Victoria, titled to Jean D. Powell (sale price) 5,000.00 Patriot New (subscription refund) 91.30 Sheperdstown Family Practice (refund) 10.05 check from State Farm (refund of car insurance) 198.65 Regular Savings Account held at Members 1st FCU, Account No. 261569-00, titled to Jean D. PowelllTF Michael V. Wagner (disclaimed by Michael V. Wagner) 25.00 Certificate of Deposit held at Members 1st FCU, Account No. 261569-41, titled to Jean D. PowelllTF Michael V. Wagner ($13.29 accrued interest) (disclaimed by Michael V. Wagner) 10,013.29 Certificate of Deposit held at Members 1st FCU, Account No. 261569-43, titled to Jean D. PowelllTF Michael V. Wagner ($6.49 accrued interest) (disclaimed by Michael V. Wagner) 5,006.49 Certificate of Deposit held at Members 1st FCU, Account No. 261569-45, titled to Jean D. PowelllTF Michael V. Wagner ($7.52 accrued interest) (disclaimed by Michael V. Wagner) 5,007.52 3 ~ . . Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Powell, Jean D Estate of -~-_.---~--~_.- also known as No. 21 - 06 - 0730 Date of Death 8/12/2006 , Deceased Social Security No. 174-20-6085 Certificate of Deposit held at Members 1st FCU, Account No. 261569-52, titled to Jean D. PowelllTF Michael V. Wagner ($14.74 accrued interest) (disclaimed by Michael V. Wagner) 10,014.74 Total Personal Property $224,528.85 4 SIISillI E. 1.1'11111'1'1' LAW OffICES Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013 C> C-} -1 October 29, 2007 w .", _ ~1 :u '-1 1"0 0) RE: Jean D. Powell Social Security Number: 174-20-6085 File No. 21-06-0730 To Whom It May Concern: Enclosed for filing with your office is one (1) completed Form REV-1500 with date of death valuations, in duplicate, together with the following attachments for the above decedent: 1. Check for Filing Fee ($80.00); and, 2. One (1) copy of the Will of Jean D. Powell. One (1) additional photocopy of the front-page of the completed REV-1500 form has been provided. Please time/date stamp these copies as received and return them to me in the envelope provided. If there are any questions or further requirements regarding this return, please do not hesitate to contact me. Sincerely, ~,~ Susan E, Lederer, Esquire Enclosures 4811 Jonestown Road. Suite 226 . Harrisburg, PA 17109 . Phone 717.652.7323 . Fax 717.652.7340 . susan@]edererlaw.com www.ledererlaw.com G3111::J3S31::J SlHf>11::J 11V SdSn 900~ Arenrrer :Jv ld3 @ "Mel jeJapaj jO UO!Je/O!/1 e aq ,few aSf1S!W "@ IfeW NfJOfJd 6Ufpuas Uf asn JOj Alalos papf/lOJd sf pue @ aOfNas leJsod 'S-n alfJ jO AJjadoJd alfJ sf 6Uf6e)foed Sflfl E o () en Q. U) ::s I - '" -, I)~ '.' Ui"l J ~ {1 1"3 ~-------- "-= '~ ~ ~ =a5 .2 CIl CIl- 0 OIls .ll! 0 ~ o :> a.s -""' !i ~'" "I:: l!! o 0 if <Ii ..~ I 6 c ~.. 01 ~ "~ c III II ~ ~ .... 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