HomeMy WebLinkAbout04-09-09 (3)INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-08-1241
Richard F. Luley
Personal Representative(s) of the Estate of Esther R. Luley
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 appe~a~rs~in~a memorandum a the end of this invento
I verify that the statements made in this Inven- ~~.,(~-~y~~ ~~it ~ C~/~J~
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of ~ Richard F. Luley
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney - (Name) James D. Bogar (Supreme Court I.D. No.) 19475
(F'~"') Bogar $~ Hipp Law Offices
(Address) One West Main Street, Shiremanstown, PA 17011
(Telephone) 717-737-8761
DATE OF DEATH I LAST RESIDENCE 5225 Wilson Lane
12103/2008 Mechanicsburg, PA 17055
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 .........................
DECEDENTS SOC. SEC. NO.
174-18-8736
..
249,450
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310
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250,765.50
250,765.50
NOTE: The Memorandum of real estate outside the Commonwealth or 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))
Form /?tN-09 Rev. 10-132006
•
INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
COUNTY OF Cumberland } File Number 21-08-1241
DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane DECEDENTS SOC. SEC. NO.
12/03/2008 Mechanicsburg, PA 17055 174-18-8736
Cash
Asbury Communities, Inc. -Refund 241.00
Commonwealth of Pennsylvania - 2007 Personal Income Tax refund 213.00
Commonwealth of Pennsylvania - 2008 Personal Income Tax Refund 92.00
Encompass Insurance Company -Refund of renter's insurance premium 43.01
Thrivent Financial for Lutherans -Refund of long term care insurance premium 1,881.00
U.S. Treasury -Refund of 2008 Personal Income Taxes 1,590.00
U.S. Treasury - 2007 Personal Income Tax Refund 1,109.00
Wachovia Securities Investment Account -Date of death valuation 244,281.49
Total Cash 249,450.50
Personal Proaertv
Wedding Rings -per appraisal 1.315.00
Total Personal Property 1,315.00
COMMONWEALTH OF PENNSYLVANIA } SS
(Attach additional sheets if necessary) Total Personal Property and Real Estate 250.765.50