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HomeMy WebLinkAbout01-16-08 (3) , " . . INVENTORY REGISTER OF WILLS OFCUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } ss File Number 21 07 0101 Personal Representative(s) of the Estate of LILLIAN C, O'BRIEN 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- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa. c.s. S 4904 relating to unsworn falsification to authorities. } ~G/J ---=-- eKe MICHAEL 'BRIEN - EXECUTOR /~-IL/-07 Attorney -- (Name) STEPHEN J. HOGG, ESQUIRE (Address) 19 SOUTH HANOVER STREET, SUITE 101 (Telephone) (717)245-2698 (Supreme Court J.D. No.) 36812 CARLISLE PA 17013 DATE OF DEATH LAST RESIDENCE 240 MCALLISTER CHURCH ROAD CARLISLE DECEDENT'S SOC, SEC, NO, 1/20/2007 PA 17015 182-22-7360 FIGURES MUST BE TOTALED ;ufO REAL ESTATE --94e"MCALLlSTER CHURCH ROAD CUMBERLAND COUNTY, CARLISLE PA CUMBERLAND COUNTY COURT HOUSE DEED BOOK V20, PG 619 (000 DEED) 142,000.00 PROCEEDS FROM SALE OF PERSONAL PROPERTY 5,612.40 GERBER LIFE REFUND 16.81 PEOPLES LIFE REFUND 28.62 ) r~<, '--:~:'l- (::"i ';,"-0 ( PROPERTY TAX REFUND ,:".-:~." 0.63 COMCAST REFUND 0", STATE FARM REFUND 31.M -,; :"'0 50Q,bb (,0 C", (Attach additional sheets as needed) TOTAL: 150,144.90 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 Po. C.S. S 330/(b)) Form RW-09 rev. 10./3.06 . ,..,. , Continuation of Inventory LILLIAN C. O'BRIEN Decedent Name 21 07 0101 File Number Page 1 Description of Inventory CASH 325.00 ESTATE CHECKING ACCOUNT #303172 - MAY 2006 INTEREST 0.89 ESTATE CHECKING ACCOUNT #303172 - JUNE 2006 INTEREST 1.01 ESTATE CHECKING ACCOUNT #303172 - JULY 2006 INTEREST 0.80 ESTATE CHECKING ACCOUNT #303172 - AUGUST 2006 INTEREST 0.97 COUNTY TAX REFUND FOR TAXES PD. IN ADVANCE (SETTLEMENT DATE 8/28/07) $243.58/YR. - 8/28/07 TO 1/1/08 84.09 SCHOOL TAAX REFUND FOR TAXES PDN. IN ADVANCE (SETTLEMENT DATE 8/28/07) $1290.80/YR. - 8/28/07 TO 1/1/08 1,086.25 U.S. SAVINGS BOND - L598318366EE 28.74 JOINTLY OWNED CHECKING ACCOUNT 000 VALUE $413.36 X 331/3 % MEMBERS 1 ST FEDERAL CREDIT UNION ACCOUNT #49432-11 137.78 JOINTLY OWNED SAVINGS ACCOUNT 000 VALUE $779.94 X 331/3 % MEMBERS 1 ST FEDERAL CREDIT UNION ACCOUNT # 49432-00 259.98 JOINTLY OWNED SAVINGS ACCOUNT INTEREST - ACCOUNT#49432.00 $1.11 X 33 1/3% 0.37 VET LIFE REFUND 28.72 Subtotal $ 1,954.60 150,144.90 Grand Total $