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HomeMy WebLinkAbout04-01-09INVENTORY - t REGISTER OF WILLS OF CUMBERLAND. COUN4r~~~ ~~IQI~Ye~A~VIlYS r r COMMONWEALTH OF PENNSYLVANIA } ~' `I i rN ICtT COUNTY OF Cumberland SS ~E~`;~(. I } File Number 21-08 04~ (} ~-.. " hrA Meredith A. Cutright nepresentatlve(s) of the Estate of Jean A. f 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- ~ ~ Gr~,~~~~/, /~ /J /~~~ ~? ~~~~~ ~~ ~ ~~ tory are true and correct. I understand that false state- ~LG I~Z// G~ ,G !~~ menu herein are made subject to the penalties of Meredith A. Cutright 18 Pa.C.S. § 4904 relating to unsworn falsification to } out orities. -- - - - --- --- Attorney-- (Name) Neil E. Hendershot Esq. (supreme court LD. No) 23316 __ -- __ (Firm/ Tucker Arensberg, P.C. (Address) 111 North Front St., Harrisburg, PA 17108-899 (Telephone) 717-234-4121 _- -_-- -- -- -- - - - DATE OF DEATH LOST RESIDENCE 606 Sharon Avenue FIGURES MUST BE TOTALED Personal Prooertv 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 ......................... 69,106.61 13,121.51 8,962.98 1,000.00 92,191.10 239,000.00 331,191. NOTE. The Memorantlum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative indutle the value of each item, but suc 20 Pa. C.S. § 3301(bl) Foim RW-Q9 Rev. f0-13-2006 ~~ INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH I LAST RESIDENCE 6O6 Sharon AVen U@ Cash Personal Property Citizens Bank Chk -Checking Account No. 620020-xxx-7, valued per bank's statement dated 02/13/08 Commerce Bank Chk -Checking Account No. 0536741xxx, valued per bank's statement dated 02/11/08 PNC Bank CD -Certificate of Deposit Account No. 31600270xxx, valued per bank's statement dated 01/29/08 PNC Bank Chk -Checking Account No. 51-4019-5xxx, valued per bank's statement dated 01/29/08 for balance as of 01/22/08 PNC Bank MMA -Money market Account No. 50-0074-Oxxx, valued per bank's statement dated 01/29/08 for balance Real Estate Tax Refund -Prorated refund of prepaid county-borough real estate taxes received upon sale of residence on 10/01/08 CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-OS-0477 Total Cash Contents -Household furnishings sold at auction by Brickers Auction on 09/06/08, valued per gross proceeds Ring - 14 kt. gold setting, 3/4 carat diamond ring in fair condition Vehicle - 2002 Toyota Solara coupe, in fair condition, valued per Blue Book online and actual sale for cash Total Personal Property 84.40 18,492.97 5,443.25 1,588.25 43,300.33 197.41 69,106.61 3,325.25 800.00 8,996.26 13,121.51 (Attach additional sheets if necessary) Total Personal Property and Real Estate 331,191.10 J INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-08-0477 DATE OF DEATH LIST RESIDENCE 606 Sharon Avenue Stock /Listed 107.0015 shares ExxonMobil Corp. -Common stock (42 in certificate, remainder in book entry) valued as median price (83.765) calculated by averaging Fri Jan 18th closing price (85.08) and Tue Jan 22 (after holiday) closing price (82.45) Total Stock /Listed Bond U.S. Savings Bonds -Two $500 Series H U.S. Savings Bonds, both issued Feb 1977, valued at face amount Total Bond Real Estate Residence -House & lot located at 606 Sharon Avenue, Mechanicsburg, PA 17055, valued at gross sale price to third party buyer, settled on 10/01/08 (per Settlement Sheet attached to PIT Return filed with PA DOR) Total Real Estate 8,962.98 8,962.98 1,000.00 1,000.00 239,000.00 239,000.00 -2-