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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 __ __ 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- } -- ~ ~U~~1 - - _ ~ Cory are true and correct. I understand that false state- ~, J ments herein are made subject to the penalties of E. Dress ~ .°n t ~ 18 Pa.C.S. § 4904 relating to unsworn falsification to _ _ _ . ~- ~ ___ ~ ~-~ ?_ authorities. ', ~ n ~ ~-' - p J ~> r~ f '~ ~f) ~~ i r _> r-- -~ - ~ , -a~-;~ _ Attorney - (Name) Marci S. Miller (Supreme Courtlo.) 4083'- - r=; (Firm) Hazen Elder Law _. ,. -y (,address) 2000 Linglestown Road, Harris urg, PA 17110 ~' (Telephone) 717-540-4332 __ 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 ~O 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 __ _- _ - - 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 -2-