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HomeMy WebLinkAbout06-04-09 (3)REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } Lester G. Kissinger, Jr. INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA File Number 21 - 08 - 0926 Personal Representative(s) of the Estate of Kissinger, Anita M 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- ~''~°~ tory are true and correct. I understand that false state- } - - ---~~ ~ ~~-~ _- - - - - ments herein are made subject to the penalties of Lester G. Kissinger, Jr 18 Pa.C.S. § 4904 relating to unsworn falsification to } authorities. - - - - - Attorney -- (Name) (Firm) Richard E. Connell Esq. (Supreme Court I.D. No.) 21542 -- - _ __ Ball, Murren 8~ Connell _-_ __ (Address) 2303 Market Street Camp Hill, PA 17011 ____ __ (Telephone) 717/232-8731 DATE OF DEATH LAST RESIDENCE 215 North 30th Street DECEDENT'S SOC. SEC. NO. 915/2008 Camp Hill, PA 17011 _202-36-5289 FIGURES MUST BE TOTALED Personal Property Prudential Financial Inc. 39 shares -common stock Bank of America (Certificate of Deposit -Account Number 68100406210736 2,998.32 12,262.81 c~~ .~_ Q ~~ "„ -, "`i `z~ ; s c- •' '; I c~ - _ _ - ~ , _ ~,, r._ . ,.. ~ , . , '~c- ,.., _~ -~: L ~ N - ;= - jJ ~- i ~ N ~ tt~ (Attach additional sheets if necessary) Total Personal Property and Real Estate $382,240.74 (.T/J REGISTER OF WILLS OF INVENTORY (continued) CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 - 08 - 0926 DATE OF DEATH LAST RESIDENCE 215 North 30th Street DECEDENT'S SOC. SEC. NO. 9/5/2008 Camp Hill, PA 17011 202-36-5289 Members 1st Federal Credit Union 11.6,679.60 Account Number 273535-00 " $ 8,999.45 Account Number 273535-11 * 3,103.95 Account Number 273535-05 " 24,143.95 Account Number 273535-40 64,230.91 Account Number 273535-41 16,201.34 * Please see the attached. PNC Bank, N.A. (Account Number 5140034731) 1998 Buick LaSabre - 4 door 62,280 miles VIN - 1G4HP52K2WH478534 150 Austrian Ducat Coins ($100 value per coin -appraisal attached) 3,120.01 3,180.00 15,000.00 Personal Effects 4,000.00 [Note that the Executor has filed a petition against one of the heirs seeking the recovery of $15,000 in cash which he believes was removed from the decedents residence shortly before or after her death. As that matter has not been adjudicated, it seems inappropriate to report property allegedly wrongly taken. If it is recovered, the Executor proposes to file a supplemental return.] Total Personal Property 157,240.74 2 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } File Number 21 - 08 - 0926 DATE OF DEATH LAST RESIDENCE 215 North 30th Street DECEDENTS SOC. SEC. ND. 9/5/2008 Camp Hill, PA 17011 202-36-5289 Real Estate 215 North 30th Street Camp Hill, PA (Cumberland County) This property is being reported on Schedule A rather than on Schedule G even though a deed dated August 22, 2008 purports to have transferred the property to Juanita M. Panko, daughter of the decedent. That transfer, sixteen days before the decedent's death, is subject to litigation in the Court of Common Pleas, Cumberland County (Copy of First Amended Complaint attached) as the Executor of the Estate seeks to recover the property for distribution as part of decedent's estate. Executor is unwilling to acknowledge the validity of the transfer until an adjudication has taken place. If the decision of the Court does not result in the property being redeeded to the estate, the Executor will demand that the recipient of the property, Juanita Panko, pay the tax due on the value of the house and the estate will seek a refund of the amount already paid. Total Real Estate 225,000.00 225,000.00 3