HomeMy WebLinkAbout05-04-09 (2)INVENTORY
REGISTER OF WILLS OF CUMB RLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-08-0846
Judith E. Dress
Personal Representative(s) of the Estate of Stephen L. Herr
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Stephen L. Herr, r.
deceased, depose(s) and say(s).that the items appearing in the (lowing inventory include all of the personal assets wherever
situate and all of the real estate In the Commonwealth of Penns vania of said Decedent, that the valuation placed opposite each
item of said inventory represents its fair value as of the date oft a decedent's death, and that Decedent owned no real estate
outside of the Commonwealth of Pennsylvania except that which appears in a memorandums th~end of this inventory.
I verify that the statements made in this Inven-
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Cory are true and correct. I understand that false state- ~,
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ments herein are made subject to the penalties of E. Dress ~ .°n t
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18 Pa.C.S. § 4904 relating to unsworn falsification to _ _ _ . ~- ~ ___ ~ ~-~ ?_
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Attorney - (Name) Marci S. Miller (Supreme Courtlo.) 4083'- - r=;
(Firm) Hazen Elder Law _. ,.
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(,address) 2000 Linglestown Road, Harris urg, PA 17110 ~'
(Telephone) 717-540-4332
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DATE OF DEATH LAST RESIDENCE 350 Willow A e DECEDENT'S SOC. SEC. N0.
08/01/2008 Camp Hill, PA 17011
FIGURES MU T BE TOTALED
Personal Property
Cash .................................................................. ............................. 34,753.42
Personal Property ........................................... ............................. 8,475.00
Stocks/Listed ................................................... ............................. 8,958.66
Stocks/Closely Held ........................................ .............................
Bonds ............................................................... .............................
Partnerships and Sole Proprietorships ....... .............................
Mortgages and Notes Receivable .................. .............................
All Other Property ........................................... .............................
Total Personal Property ........... ............................. 52,187.08
Total Real Property ................... ............................ 205,000.00
Total Personal and Real Prope ......................... 257,187,08
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylva is 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 Invento . (See 20 Pa. C.S. § 3301(b))
Fo . ~o-~s-zoos
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INVEINTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COUNTY OF Cumberland } File Number 21-08-0846
DATE OF DEATH LAST RESIDENCE 350 Willow AV DECEDENTS SOC. SEC. NO.
08/01/2008 Camp Hill, PA 17011
Cash
M&T Bank Checking Acct. #4249863 - -owner, Stephen L. Herr 8~ Doris Herr
Revocable Trust, Agreement dated ct. 17, 2001
MetLife Insurance IRA Annuity #A20 2696 - Owner of policy was Doris Herr,
deceased -Estate of Stephen Herr, r., beneficiary
MetLife Insurance Nonqualified Ann ity #A2052527 -Owner of policy was Doris
Herr, deceased -Estate of Stephen err, Sr., beneficiary
MetLife IRA Annuity #A2052528 - Es ate of Stephen L. Herr, Sr., beneficiary
PNC Checking Acct. #50-0464-2898
PNC Money Market Acct. #50-0443-1 06
PSECU Checking Acct. #0201
Refund from State Farm Insurance - for car insurance premium
Refund from State Farm Insurance - for homeowners insurance premium
Sovereign Bank Checking Acct. #23 1048002
Total
COMMONWEALTH OF PENNSYLVANIA } SS
Personal Property
2002 Buick Park Avenue - as per
Total
Kelley Blue Book valuation
Property
8,475.00
8,475.00
3,261.81
3,886.48
8,769.24
8,005.49
1,254.06
6,676.36
2,128.78
59.84
78.44
632.92
34,753.42
(Attach additional sheets if necessary) Total Pecs nal Property and Real Estate 257,187.08
INVEINTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-08-0846
DATE OF DEATH LAST RESIDENCE 350 Willow Av DECEDENT'S SOC. SEC. N0.
08/01/2008 Camp Hill, PA 17011
Stock /Listed
Ameriprise Financial -Mutual Fund cct. #010122235822002 - TOD to Judith
Dress, daughter
481.0000 shares Sovereign (Waypoint) Stock
Total St ck /Listed
Real Estate
350 Willow Ave., Camp Hill, PA - as er attached appraised valuation by Leon
D. Gerlach, PA Certified Real Estate ppraiser
Total Re I Estate
4,333.84
4,624.82
8,9__
205,000.00
205,000.00
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