The URL can be used to link to this page

Home My WebLink About07-15-09 (2)INVENTORY CUMBERLAND REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } William R Sweikert III onal Representative(s) of the Estate of Isabelle H Sweikert COUNTY, PENNSYLVANIA File Number 21-08-1200 Pers osite each and say(s).that the items appearin in the following inventory include all of the personal assets w erever situate and all of the real estate m the Commonwealth of Pennsylvania of said Decedent, that the va uation p ace op dPCeased, de ose(s) I p its fair value as of the dgate oft a deceds nt a meemoranduha atDthe ndtof th sanventory state item of said inventory represents h ; outside of the Commonwealth of Pennsylvarna except that whfic~hlappl%~~/~~ `,~ I verify that the statements made in this Inven- } William R Sweikert III tory are true and correct. I understand that false state- me~ts herein 4904 reaatingbto utnswompals fication to } 18 a.C.S. § authorities. r..~ Attorney -- (Name) Marielle F Hazen (Firm) Hazen Elder Law. (Address) 2000 Linglestown Rd., Harrisburg, PA 17110 (Telephone) 717-540-4332 DATE OF DEATH ~ n-1112008 LAST RESIDENCE 8 Sharon Rd Enola, PA 17025 FIGURES MUST BE TOTALED Personal Property Cash .............................................................................. Personal Property ......................................................................... StockslListed ............................................................................... StockslClosely Held ...................................................................... ......................................... Bonds .................................. partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ......................................................................... Total Personal Property.•••••••••••••••••••••••""""""""' Total Real Property ................................................ y ......................... Total Personal and Real Prope C7 C 0 ° .`~ _ (SupremeCouttil~~) c680Q3: ~ -~' rn , __,_ i- - '~~ ~ ~, +' DEC~I6YNT' SOC. SE - ~na_03-0018 ~ 52,494.22 12,930.00 3,422.16 105,670.14 174,516.52 186,795.00 361,311.52 ersonal representative include the value of each NOTE' The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election oft e p item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(b)) Forr. RW-09 Rey. ~o-i3-zoos ~` INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland DATE OF DEATH LAST RESIDENCE 8 Sharon Rd 10/1112008 Enola, PA 17025 Cash M&T Bank Savings Acct. #15004215200368 COUNTY, PENNSYLVANIA Fiie Number 21-08-1200 DECEDENT'S SOC. SEC. N0. 204-03-0018 New Cumberland Federal Credit Union -Primary Shares Acct. #005158 PNC Bank Checking Acct. #5140063444 US Treasury - 2008 personal income tax refund US Treasury Retirement payments for Sept. and Oct. 2008 Total Cash Personal Property 1986 Buick Century - As per attached Kelley BlueBook valuation 2006 Buick LaCrosse - As per attached Kelley BlueBook valuation Total Personal Property Stock /Listed 84.0000 shares Prudential Financial Inc. - 84 shares Total Stock 1 Listed Bond - $50.00 United States Series EE Savings Bonds -Serial No. L198585833EE, denomination; Owners William R. Sweikert, Jr. (DOD 61511992) or Isabelle H. Sweikert, decedent; final maturity is 1112014; Interest rate is 4% and the Interest due dates 512009. 25,214.51 3,081.48 20,295.23 1,255.00 2,648.00 52- 22 425.00 12,505.00 12_- O 3,422.16 3,422.16 90.94 Total Personal Property and Real Estate 361,311.52 (Attach additional sheets if necessary) INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH 1011112008 LAST RESIDENCE $ Sharon Rd Enola, PA 17025 DECEDENT'S SOC. SEC. NO. United States Series EE Savings Bonds - 2 Bonds, DOD value each at $5,521.60 -Serial Nos. M211691963E and M211691964E - $1,000.00 denomination; Owners William R. Sweikert, Jr. (DOD 61511992) or Isabelle H. Sweikert, decedent; final maturity is 212007. United States Series EE Savings Bonds - 20 Bonds, DOD value each at $1,264.00 -Serial Nos. M41833778EE, M41833774EE, M41833777EE, M41833776EE, M41833775EE, M41833779EE, M41833780EE, M41833781 EE, M41833782EE, M41833783EE, M41833784EE, M41833785EE, M41833786EE, M42933209EE, M42933210EE, M42933211 EE, M42933212EE, M42933213EE, M42933214EE, M41833773EE - $1,000.00 denomination for each, Owners William R. Sweikert, Jr. (DOD 61511992) or Isabelle H. Sweikert, decedent; final maturity is 0212021; Interest rate is 4% and the Interest due dates 212009 and 812009. United States Series EE Savings Bonds - 20 Bonds, DOD value each at $1,680.00 -Serial Nos. M16068099EE, M16068098EE, M16068097EE, M16068096EE, M16068095EE, M16068112EE, M16068113EE, M16068114EE, M16068115EE, M16068102EE, M16068116EE, M16068103EE, M16068104EE, M16068109EE M16068105EE, M16068106EE, M16068107EE, M16068108EE, M16068111 EE, M16068110EE - $1,000.00 denomination for each, Owners William R. Sweikert, Jr. (DOD 61511992) or Isabelle H. Sweikert, decedent; final maturity is 0912016; Interest rate is 4% and the Interest due dates 312009 and 912009. United States Series EE Savings Bonds - 20 Bonds, DOD value each at $1,782.80 -Serial Nos. M27336149EE, M27336148EE, M27336147EE, M27336146EE, M27336145EE, M27336144EE, M27336143EE, M27336142EE, M27336141 EE, M27336140EE, M27336139EE, M27336138EE, M27336137EE, M27336132EE M27336136EE, M27336135EE, M27336134EE, M27336133EE, M27336130EE, M27336131EE - $1,000.00 denomination for each, Owners William R. Sweikert, Jr. (DOD 61511992) or Isabelle H. Sweikert, decedent; final maturity is 0212015; Interest rate is 4% and the Interest due dates 212009 and 812009. CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-08-1200 11,043.20 25,280.00 33,600.00 35,656.00 -2- INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS File Number 21-08-1200 COUNTY OF Cumberland DECEDENT'S SOC. SEC. NO. DATE OF DEATH LAST RESIDENCE 8 Sharon Rd 204-03-0018 1011112008 Enola, PA 17025 105,670.14 Total Bond Real Estate 44,100.00 10 Sharon Rd., Enola, PA -Valuation from assessed value of $35,000.00 multiplied by Cumberland County Common Level Ration of 1.26 142,695.00 8 Sharon Rd., Enola, PA -Valuation from assessed value of $113,250.00 multiplied by Cumberland County Common Level Ratio of 1.26 186,795.00 Total Real Estate -3-