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HomeMy WebLinkAbout11-26-07 3 } REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA Estate of Joyce A. Spahr INVENTORY No. 2007-00368 Date of Death - 3/21/07 S. S. # 206-32-2031 o ~o ~g;g IIO '.~~ .::::::;C/)^ iC)O .:<Q...'r! :D ::,!::z-i 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. I/We verify that the statements made in this Inventory are true and correct. I/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. ~ C) c;:::) ....., ::z a <:: N en " :x ~ ~~;~~ c~) (~) 0? ,:' :XJ :--, lJ iTlrn :lJ C.J ......::> ~ .- --n ..:~ () ;_.= III -..,jC-:> "ror N o . . . Name of Attorney: Petitioners: Jack L. Spahr, Jr. 1. rrJf 2 A ress of Attorne : P. O. Box 159 Duncannon, PA 17020 Telephone No: (717) 834-5700 Ad ess of Petitioner 34 Park Drive Dillsburg, P A 17019 Dated: II I \ ~ \ 0 7 Description Value 1. Real Estate a) 22 Tory Circle Enola, P A 17025 Cumberland County (see attached HUD) $ 112,156.29 b) 115 Charlotte Way Enola, P A 17025 Cumberland County (see attached appraisal) $ 75,000.00 2. Bank Accounts Wachovia Bank , NA P.O. Box 40028 Roanoke, VA 24022 a.) CD Account #247412091779457 Accrued Interest DOD $ 1,183.40 $ 40.11 $ 1,223.51 b.) Checking account # 1010055926788 Accrued Interest DOD (Joint account with mother, Pauline A. Spahr, deceased) $ 7,159.11 $ .07 $ 7,159.18 M&TBank 423 North Enola Road Enola, P A 17025 IRA Account #35004201837670 Accrued Interest DOD $ 3,492.61 $ 8.64 $ 3,501.25 . . I . Sovereign Bank P.O. Box 841005 Boston, MA 02284 a.) Checking account # 0921706936 $ 3,375.36 Accrued Interest DOD $ .39 $ 3,375.75 (Joint account with mother, Pauline A. Spahr, deceased) b.) Savings account # 0924030588 $ 5,023.10 Accrued Interest DOD $ 6.60 $ 5,029.70 (Joint account with mother, Pauline A. Spahr, deceased) 3. Automobiles a) 2000 Pontiac Grand AM $ 2,200.00 (see attached appraisal) b) 2005 Dodge Grand Caravan SE $ 9,500.00 (see attached appraisal) 4. Investments Petredis Investment Advisors of Wachovia Securities, LLC 1606 Carmody Court Suite 401 Sewick1ey, PA 15143 a) Account # 1460-7554 (see attachment) $ 26,892.00 b) Account # 2525-4520 (see attachment) $ 82,392.00 MetLife C/o Mellon Investor Services P.O. Box 4447 South Hackensack, NJ 07606-2047 26 Shares MetLife @63.80 (see attachment) $ 1,640.08 . .-" . , 5. Cash/Miscellaneous a) Comcast Cable Refund $ 144.83 b) Kemper Insurance Refund $ 40.00 c) US Treasury Tax Refund $ 765.00 d) Verizon Refund $ 7.03 e)Mease Pathology Assoc. Refund $ 32.82 TOTAL $ 331,059.44