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HomeMy WebLinkAbout06-26-09 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTY OF Cumberland } James D. Bogar and Warren D. Williss File Number 21-09-0151 Personal Representative(s) of the Estate of Jean W. Paules 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~ppears 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 J D. Bo r 18 Pa.C.S. § 4904 relating to unsworn falsification to } `` authorities. amen D. Williss Attorney - (Name) James D. Bogar (Supreme Court 1. D. No.) 19475 (Firm) Bogar 8z Hipp Law Offices (Addra°ss) One West Main Street, Shiremanstown, PA 17011 (Telephone) 717-737-8761 DATE OF DEATH LAST RESIDENCE 1 OO Mt. Allen Drive DECEDENTS SOC. SEC. N0. 01/30/2009 Mechanicsburg, PA 17055 198-30-2025 FIGURES MUST BE TOTALED Personal Proaertv 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 ......................... ~, 3213. tea:. NOTE: The Memorandum of real estate outside the Commonwealth of 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)) 2334.72„ . .~._. ~ ~ 5 2.5 ~ '~ ~ ., .-~ r-- 86,~5.7g~ `. ~~ ~ r,~ .~ ~,.N'., ~ .; ., ~ -~-~ tv ,. cn 325,313.00 Fam R{N-09 Rev. 10.13-2006 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Cash DATE OF DEATH LAST RESIDENCE 1 OO Mt. All@n DriV@ DECEDENTS SOC. SEC. NO. 01/30/2009 Mechanicsburg, PA 17055 198-30-2025 COMMONWEALTH OF PENNSYLVANIA couNTY of Cumberland } ss File Number 21-09-0151 AIG Annuity -Contract No. FJ207658 22.721.94 Cash - 24 - 51.00 silver coins from safe deposit box 24.00 Erie Insurance -Car insurance refund 197.00 Highmark -Refund of health insurance premium 147.93 M ~ T -Checking Account No. 67574734; date of death balance 55,032.09; 5.032.23 accrued interest 50.14 Pennsylvania Department of Revenue - 2008 Personal Income Tax Refund 2.721.00 Raymond James Investment Account - No. 44856714; value per attached 63.870.30 statement dated January 30, 2009; a date of death letter was requested, but was never received Raymond James Investment Account - No. 79243270; value per attached 138.614.16 statement dated January 30, 2009; a date of death letter was requested, but never received US Treasury - 2008 Personal Income Tax Refund 300.00 Verizon -Refund 36.16 Total Cash 233.664.72 Personal Proaerty 1990 Cadillac Sedan - VIN# 1 G6CD5335L4228855; sold at auction; see Rowe's 1.750.00 Auction Service invoice attached. (Attach additional sheets if necessary) Total Personal Property and Real Estate 325,313.00 •• .x INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Jewelry -Sold at auction; see Cordier Antiquest invoice attached Jewelry -Sold at auction; see Cordier Antiques invoice attached. Personal Property -sold at auction; see Rowe's Auction Service invoice attached. COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-09-0151 DATE OF DEATH LAST RESIDENCE 100 Mt. Allen Drive DECEDENTS SOC. SEC. N0. 01/30/2009 Mechanicsburg, PA 17055 198-30-2025 Total Personal Property Stock /Listed Ameriprise Financial -Account No. 157127127001; mutual fund values per attached statement Total Stock /Listed 3,260.00 57.50 505.00 5,572.50 86.075.78 86,075.78 -2-