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HomeMy WebLinkAbout07-29-08 (2)INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTY oF~ Cumberland } JANE L. MANLOVE CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-08-00086 Personal Representative(s) of the Estate of R. JAMES KLEINFELTER 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 ears 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 t8 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) (Firm) (Address) (Telephone) EDMUND G. MYERS MAN JOHNSON, DUFFIE, STEWART & WEIDNER 301 MARKET STREET, Lemoyne, PA 17043 (717) 761-4540 r~-a ' te ` ~ ~-}C~ C _ . r - ,--. .~ ~ ~_ ~ ,~ n r T ~ ~ -r,~~;. ~ ~ ~ > ~ - CV _~ (Supreme Court l.~o.) 58 DATE OF DEATIi I LAST RESIDENCE 701 OAK OVAL I DECEDENT'S SOC. SEC. NO. 01/15/2008 Mechanicsburg, PA 17055 202-20-1284 FIGURES MUST BE TOTALED Personal Prone Cash ............................................................................................... Personal Property ......................................................................... Stocks/Listed ................................................................................. Stocks/Closely Held ...................................................................... Bonds ............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ......................................................................... Total Personal Property ......................................... Total Real Property ................................................ Total Personal and Real Property ......................... 245,785.56 8,300.00 19,926.70 274,012.26 ~- 274,01236 ' 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. § 3301(b)) Four, RW-09 Rey. ~o-~s-zoos INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTY ol= Cumberland } CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-08-00086 DATE OF DEATH I LAST RESIDENCE 701 OAK OVAL I DECEDENTS SOC. SEC. N0. 01/15/2008 Mechanicsburg, PA 17055 202-20-1284 Cash AAA -premium refund -membership. 17.01 AF&L Insurance Co. -Premium Refunds- Nursing Home Coverage -Policy No. 1,894.78 6211 - $1,202.88; Policy No. 78453 - $189.20; Policy No. 37458 - $502.70 Capital Blue Cross -premium refund 136.40 Erie Insurance -premium refund -apartment insurance. 11.00 Erie Insurance -premium refund -automobile insurance. 182.00 Messiah Village -refund due -balance of acquisition fee. 53,912.50 PNC Bank -Certificate of Deposit No. 310002906696 -Date of death -balance, 32,629.74 plus accrued interest. PNC Bank -Certificate of Deposit No. 31100293954 -Date of death -balance, 12,998.59 plus accrued interest. PNC Bank -Certificate of Deposit No. 31300293325 -Date of death -balance, 43,506.31 plus accrued interest. PNC Bank -Certificate of Deposit No. 31500292246 -Date of death -balance, 23,874.82 plus accrued interest. PNC Bank -Certificate of Deposit No. 31800305930 -Date of death -balance, 32.908.46 plus accrued interest. PNC Bank -Checking Account No. 5140034862 -Date of death -balance, plus 9,551.26 accrued interest. (Attach additional sheets if necessary) Total Personal Property and Real Estate 274.012.26 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF~ Cumberland } SS File Number 21-08-00086 DATE Of DEATH LAST RESIDENCE 701 OAK OVAL DECEDENT'S SOC. SEC. N0. 01/15/2008 Mechanicsburg, PA 17055 202-20-1284 PNC Bank -Savings Account No. 5130079637 -Date of death balance, -plus 30.483.24 accrued interest. The Patriot-News -subscription refund 225.75 Time Magazine -subscription refund. 11.70 United States Treasury (IRS) -income tax refund - 2007 Form 1040. 3,442.00 Total Cash 245.785.56 Personal Proaerty 2003 Ford Taurus SE Sedan -appraised value 7,000.00 Household Goods -Retirement Village Apartment -date of death value. 1,300.00 Total Personal Property 8,300.00 Stock /Listed 10 Shares Covidien Ltd @ $44.645 per/share 446.45 10 Shares Tyco Electronics Ltd. @ $33.68 per/share 336.80 10 Shares -Tyco International LTD, Bermuda @ $35.435 per/share 354.35 209 Shares -Prudential Financial, Inc. @ $89.90 per/share 18,789.10 Total Stock /Listed 19,926.70 -2-