HomeMy WebLinkAbout08-11-09INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND } SS
File Number 21-2008-00305
Personal Representative(s) of the Estate of Mary E. Burdge,
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 laced o
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 a P Pposite each item ofsaid
ppears in a memorandum at the end of this inventory.
I verify that the statements made in this Inven- M&T Bank, Co-Executor
tory aze true and cornet. I understand that false state- ~+
ments herein are made subject to thepenalfies of a A• cr
18 Pa.C.S. § 4904 relating to tmswom falsification to res ant
authorities. Randn77 ,. „____ _
Attorney -- (Ngme) Robert R. Church, Esq. ,
Keefer Wood Allen & Rahal, LLP, P.p go q(>3
17)255-8059
DAiE OF DEATH
03/14/08
(SupremeCourtLD. No.) 4038_ 5 -
PA 17108-1963
LAST RESIDENCE
846 Kiehl Drive, Borough of Lemoyne, Cumberland County, PA
1
FIGURES MUST BE TOTALED
See Attached Sheet
[>ECEDENfS SOC. SEC. NO.
272-52-2709
635,306.97
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(Attach additional sheets as
NOTE The Memorandum aF real estate outside the Commonwealth of P ^vrgL: 635,306.97
item, but such figures should not be extended into the total of the Invee nt~o iv~ta may, et the election of the
personal representative include the value of each
ry. /See 10 Po. CS § 3301(6JJ
Form RW-09 rev. /0.13.06
Y~~
Estate of Mary E. Burdge, deceased
Cumberland County, File No. 21-2008-00305
Attachment to Inventory
1 ~ Residence located at 846 Kiehl Drive, Borough of Lemoyne,
Cumberland County, Pennsylvania, per Deed to Mary Elizabeth
Burdge, the Decedent, dated July 23, 1975 and of record in the Office
of Recorder of Deeds in and for Cumberland County, Pennsylvania,
in Deed Book "E", Volume 26, Page 104, et seq., valued per
appraisal of Robert Jones and Associates.
$335,000.00
2• M&T Bank Checking Account #18620493, Balance on Date of
Death - $2,702.95; Accrued Interest - $0.06
2,703.01
1 • Household Goods and Automobile, per appraisal of George E. Han,
Auctioneer 5,696.50
4• Jewelry, per appraisal of Tom Tivol Jewelry and Gemstone
Appraisals
1
6,595.00
5• Estimated Federal Income Tax Refund Receivable for Decedent's
2008 Form 1040
62,500.00
6• Estimated PA Income Tax Refund Receivable for Decedent's 2008
Form PA_40
12,168.00
7. Decedent's federal income tax refund for 2007 Form 1040
8• Decedent's PA state income tax refund receivable for 2007 Form
PA-40 73,098.00
11,502.00
9. Humphries Kirk, solicitor's client trust account cash (£1,707.48 x
2.03110 inter-bank exchan
e rate
d
g
on
ate of death = $3,868.06)
3,468.06
10. 16,870 ordinary shares of St. James Place plc, valued at £2.40 per
share (] 6,870 shares x £2.40 x 2.03110 inter-bank excha
nge rate on
date of death = $82,235.18)
11.
£2,817.30 uncashed dividends from St. James Place plc (£2,817.30 x
2.03110 inter-bank exchan
e rat
d 82,235. ] 8
g
e on
ate of death = $5,722.22) 5 722.22
'
12• Cash receivable from Burdge MoKan Partners, L.P.
13.
Decedent's MO_ state income tax refund receivable for 2008 Form
MO-1040 24,483.00
TOTAL 136.00
$ 53