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HomeMy WebLinkAbout07-27-09 (2) INVENTORY Estate of Marie K. Poole also known as Deceased No. 21 ca q 0580 Date of Death 6/7/2009 Social Security No. 016243873 Personal Representative(s) of the above Estate, deceased, verify 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 the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/VNe verify that the statements made in this inventory are true and correct. IlWe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: William P. Douglas I.D. No Address: 43 W. South St. Carlisle Telephone: 7172431790 Pa 17013 Anne M. Cox 631 W. Old York Road, Carlisle, PA 17014 Dated July 23, 2009 Description Stocks & Bonds 29 shares Prudential stock @40.10 (06/08/09 value) 50 shares Bank of America stock @12.06 Closely-Held Corporation, Partnership or Sole-Proprietorship Mortgages & Notes Receivable Cash, Bank Deposits, & Misc. Personal Property (Attach Additional Sheets if necessary) Total Value $1,162.90 $603.00 N ~ © e~7 -- ~ - 'U J= C._. p ~ , ~,:, ~ ~ _ ';~ <~ ' ~' ~ `- ' ~~~ ~ _ ~~ b rv .~ ao $174,013.76 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. RW-4 Continuation of Inventory Marie K. Poole 21 98 0580 Page 1 Description of Inventory Description Value Sovereign Bank, 4 CD's and checking account -see attached docs. $47,829.23 M&T Bank, checking #2678075181 $10,771.91 Cash $141.69 Cumberland County real estate tax rebate ~ $975.00 Personal property ~ $500.00 Computershare, dividend stock ~ $0.50 Comcast refund I $16.39 Embarq. refund ~ $13.14 Real Estate 1030 W. Pomfret St., Carlisle, PA 17013 (see attached appraisal) ~ $112,000.00 Subtotal $ $172,247.86 Grand Total 3 $174,013.76