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HomeMy WebLinkAbout04-04-08 (2) Register of Wills of Cumberland County, Pennsylvania Q INVENTORY Estate of Barbara Haas No. 21-07-927 o r~'- /i~9 ..:.,; (:) I,..> "';'1 also known as Helen Barbara Sloane Haas, H. Barbara Haas, Barbara Sloane Haas, H. Sloane Haas, Helen Haas, Helen B. Haas, Helen Barbara Haas, Helen Sloane Haas, Date of Death October 7. 2007 and H. Barbara Sloane Haas, Deceased Social Security No. 184-26-4326 S?~ "'-, = '=..'"':) = :;Doo 'v ::::;:) I .;:- -"'0 ::'1: ') ~~ c..) N !'- '1 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. Personal Representative: Name of Attorney: Stephanie Kleinfelter I.D. No.: 80089 (') j ,,' o U/fY'/) ~ . / (A.n\,) p t H Joanne Campbell 1/ . 6014 Jacobs Avenue Harrisburg, PA 17112 Dated: /'IJA J J :?:J, 2008 , - Address: Keefer Wood Allen & Rahal, LLP 635 N. 12th Street, Suite 400 Lemoyne, PA 17043 Telephone: 717-901-7786 / Description Value Sett Attached Sheets $ 459,082.40 Attach Additional Sheets if necessa Total: $459,082.40 ;~x (Qullux Form RW-7 (Cumberland County - Rev. 9/92) C'-A t_,' RECEIPTS OF PRINCIPAL Estate of Barbara Haas As of 3/27/2008 Assets Listed in Inventory (Valued as of date of death) Checking Accounts PNC Bank Decedent's Checking Account No. 5001845219 Savings Accounts Pennsylvania State Employees Credit Union Account 8339XXXXXX Regular Share Account $3.89 Accrued Interest Common Stocks Exxon Mobil Corp 1,216 Units Federal Notes and Bonds U.S. Savings Bonds Series I Issue Date 12/2001; Interest Rate 4.44% 6 Units $9,096.00 Accrued Interest Certificates of Deposit PNC Bank Ready Access Certificate of Deposit PNC Bank Fixed Certificate of Deposit Pennsylvania State Employees Credit Union Account 8339XXXXXX 9 Month Certificate of Deposit; 5.25% Interest $101.97 Accrued Interest Pennsylvania State Employees Credit Union Account 8339XXXXXX 18 Month Certificate of Deposit; 5.31 % Interest; Opened October 4, 2007 $42.57 Accrued Interest Refunds Erie Insurance Group - Refund Of Unsed Premium Of Homeowner's IRenter's $ 21,361.30 $ 53,221.33 $ 110,228.27 $ 100,042.57 Page 1 Fiduciary Acquisition Value $ 10,196.17 $ 14,331.68 $110,434.08 $ 39,096.00 $ 284,853.47 - RECEIPTS OF PRINCIPAL Estate of Barbara Haas As of 3/27/2008 Assets Listed in Inventory (Valued as of date of death) Insurance Policy No. Q571513315 H U.S. Treasury _ 2007 U.S. Individual Income Tax Refund TOTAL INVENTORY $ 107.00 $ 64.00 Page 2 Fiduciary Acquisition Value $ 171.00 $ 459,082.40 -