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HomeMy WebLinkAbout11-13-07 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland Gregory A. McPherson Personal Representative(s) of the Estate of } SS } File Number 2007-0502 Viola E. McPherson 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 esta outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end this i ve t . ./ I verify that the statements made in this Inven- c... tory are true and correct. I understand that false state- . ments herein are made subject to the penalties of . 18 Pa.C.S. ~ 4904 relating to unsworn falsification to } authorities. Attorney - (Name) (Firm) (Address) (Telephone) Edward P. Seeber (Supreme Court 1.0. No.) James, Smith, Dletterlck & Connelly, LLP Suite 204, 5020 Ritter Road, Mechanlcsburg, PA 17055 717/533-3280 76084 DATE OF DEATH 05/08/2007 LAST RESIDENCE 447 2nd Street Enola, PA 17025 FIGURES MUST BE TOTALED DECEDENTS soc. SEC. NO. 186-09-7986 Personal Property Cash............................................................................................... Personal Property......................................................................... 345,605.56 920.00 Stocks/Listed ......................................................._......................... .:. -=-:~, -~i Stocks/Closely Held...................................................................... Bond........................................................................................."'....'" Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... All Other Property.............................. ........................................... (,) -':""i t_.',J Total Personal Property......................................... c.:., 346,525.56 Total Real Property................................................ Total Personal and Real Property......................... 59,900.00 406,425.56 I 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. !i 3301 (b)) Form RW-DS Rev. 10-13-2006 ~ INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } 55 COUNTY OF Cumberland } File Number 2007-0502 DATE OF DEATH 05/08/2007 LAST RESIDENCE 447 2nd Street Enola, PA 17025 DECEDENTS SOC. SEC. NO. 186-09-7986 Cash 2007 Countyrrownshlp real estate tax reimbursement 44.93 Internal Revenue Service - 2006 income tax refund 111.00 Lebanon Mutual Insurance Company - refund of insurance premium 18.00 M& T Bank Checking Account No. 50566091 - valued per letter dated 6n/07 597.26 M& T Bank Checking Account No. 50566091, accrued Interest - valued per letter dated 6n/07 0.01 M&T Bank Savings Account No. 015004205368530 - valued per letter dated 6n/07 30.259.35 M& T Bank Savings Account No. 015004205368530, accrued Interest - valued per letter dated 6n/07 8.65 PSERS - April 2007 uncashed check 310.33 PSERS - partial May 2007 retirement benefit 113.42 Social Security Administration - April 2007 uncashed check 943.78 Sovereign Bank Certificate of Deposit No. 0575385596 - valued per letter dated 6/13/07 109.926.08 Sovereign Bank Certificate of Deposit No. 0575385596, accrued Interest - valued per letter dated 6/13/07 135.01 Sovereign Bank Certificate of Deposit No. 0925157620 - valued per letter dated 6/13/07 107.388.07 (Attach additional sheets if necessary) Total Personal Property and Real Estate 406.425.56 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2007-0502 DATE OF DEATH 05/08/2007 LAST RESIDENCE 447 2nd Street DECEDENTS SOC. SEC. NO. Enola, PA 17025 186-09-7986 Sovereign Bank Certificate of Deposit No. 0925157620, accrued Interest - 126.78 valued per letter dated 6/13/07 Sovereign Bank Certificate of Deposit No. 0925159139 - valued per letter dated 6/13/07 86.600.40 Sovereign Bank Certificate of Deposit No. 0925159139, accrued Interest- valued per letter dated 6/13/07 80.72 Sovereign Bank Savings Account No. 0354002685 - valued per letter dated 6/13/07 8.936.19 Sovereign Bank Savings Account No. 0354002685, accrued Interest - valued per letter dated 6/13/07 5.58 Total Cash 345.605.56 Personal Properly 1987 Buick Regal limited Coupe 2D - valued per Kelly Blue Book 420.00 Miscellaneous personal property - valued per Executor 500.00 Total Personal Property 920.00 Real Estate Real estate located at 447 Second Street, East Pennsboro Township, Cumberland County, PA - valued per sales price 59.900.00 Total Real Estate 59.900.00 -2-