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HomeMy WebLinkAbout03-12-09 (2)INVENTORY REGISTER OF WILLS OF - -CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS File Number 21-08-1007 Virginia G. Hurley ---- ___ Personal Representative(s) of the Estate of Harold J. James deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and alf 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 ~ Virginia G. Hurley -- 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) _ James D. Flower, Jr. Esq. (Firm) -_ (Supreme Court I.D. No.) 27742 Saidis, Flower 8 Lindsay (Address) 26 West High Street, _Carlisle, PA 17013 - -- (Telephone) 717-243-6222 - -------____. uN i r ur utArH 08/13/2008 LAST RESIDENCE 43 Linn Drive Carlisle, PA 17013 DECEDENTS FIGURES MUST BE TOTALED Personal Property 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 ......................... C7 94,5,x.54 ;. ~ ~~ ~ ~~ _~ ,, - r-~ - - rr, ~ i :1 ':-\ -._ ,~ _ N i ,., ~_.~~ ' `~ ', 94,559.54 110,000.00 204,559.54 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 the Inventory. (See 20 Pa. C.S. § 3301(b)) Form RW-09 Rev. ~o-ia-loos INVENTORY REGISTER OF WILLS OF - CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS f File Number 21-08-1007 DATE OF DEATH LAST RESIDENCE 08/13/2008 43 Linn Drive DECEDENTS SOC. SEC. NO. Carlisle, PA 17013 Cash Ewing Brothers Funeral Home, Inc. -Refund for overpayment of funeral costs 1,133.29 Highmark Direct Pay Central Regional -Premium Refund 94.44 Highmark-Prescription Drug Plan -Premium Refund 59.00 M & T Bank -Account No. 420077 2,753.74 Medco Refund 1.19 Orrstown Bank -Account No. 106003246 Checking Account 7,373.37 Accrued interest on above item through date of death 0.52 Prudential Insurance Company of America - Group Annunity Contract GA-3380 Customer No. A01621296 147.75 RiverSource Life Insurance Company -Annuity Contract #9920-3863921 75,031.58 Social Security Check for July 910.00 Sovereign Bank IRA -Account #1678179829 Stated beneficiaries are deceased--payable to the estate. 1,424.33 Susquehanna Bank -Account #122021286 90.06 Susquehanna Bank - CD 352172377 5,501.62 Accrued interest on above item through date of death 0.01 Accrued interest on above item through date of death 7.13 (Attach additional sheets if necessary) Total Personal Property and Real Estate 204,559.54 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS DATE OF DEATH LAST RESIDENCE 43 Linn Drive 08/13/2008 Carlisle, PA 17013 UBS Fiduciary Trust Company -Interest Total Cash File Number 21-08-1007 Real Estate 43 Linn Drive, Carlisle, Pennsylvania -Parcel ID 04-23-0600-190 More particularly bounded and described on the Deed recorded in the Cumberland County Office of the Recorder of Deeds in Deed Book 14-F, Page 382. Total Real Estate 31.51 94,559.54 110,000.00 110,000.00 -2-