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HomeMy WebLinkAbout09-04-09 (2)t , Register of Wills of Estate of Carole J. Patterson also known as No. 21-o9-on9h Date of Death 12/05/2008 Deceased Social Security No. 193-24-0685 Marlin R. McCaleb Esq., 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 of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Marlin R. McCaleb Esq. I.D. No.: 06353 Address: 219 East Main StrP_P_f' Mechanicsburg, PA 17055 Telephone: 717/691- 7770 Personal Representative '~ Signature: ~ Marlin Caleb Esq. Signature: Address: 219 E. Main StYP_P_t Mechanicsburg, PA 17055 Telephone: 717/691- 7770 Dated: Description (See continuation page(s) attached) (Attach additional sheets if necessary) Value ~ d ~ - -- t_t, ~, ~ ~: ' ~ t 't t r`_' ~,._'r ~ .:.. [~ ~ j. L Fr, ..r `' t t © ~..v f..-„~ Total: 479,675.50 NpTE: 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. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Ina - Form #f~Vlf-7 (1992)~`~'~~~ CUMBERLAND County, Pennsylvania INVENTORY INVENTORY Estate of: Carole J. Patterson Date of Death: 12/05/2008 County: Cumberland CASH: Coins in Decedent's possession. PNC Bank, Checking Account ~~5140491393, - principal balance as of D.O.D.: $65,117.23; interest accrued to D.O.D.: $8.23. PNC Bank, Performance Money Market Account ~~5000939854, - principal balance as of D.O.D.: $31,492.74; interest accrued to D.O.D.: $18.28. PNC Bank, Certificate of Deposit Acct. ~~21001026401, - principal balance as of D.O.D.: $56,923.91; interest accrued to D.O.D.: $118.98. PNC Bank, Certificate of Deposit Acct. ~~21001206402, - principal balance as of D.O.D.: $19,673.47; interest accrued to D.O.D.: $41.12. PNC Bank, Certificate of Deposit Acct. ~~21001026403, - principal balance as of D.O.D.: $15,198.65; interest accrued to D.O.D.: $31.77. 134.16 65,125.46 31,511.02 57,042.89 19,714.49 15,230.42 188,758.44 -1- PERSONAL PROPERTY: ------------------ 1989 Mercury Cougar sedan AAA Central Penn, - membereship refund. Federal Employees' Group Life Insurance, - life insurance proceeds. Highmark Blue Shield, - insurance refund on account of medical expenses. Household contents, furniture, furnishings. Prudential Insurance Co., - proceeds of life insurance (Policy No. M52577309). Prudential Insurance Co., - proceeds of life insurance (Policy No. 11 241 920). 1,425.00 18.24 12,134.15 1,887.44 4,161.00 7,001.92 1,021.46 27,649.21 STOCKS/LISTED: Vanguard GNMA Fund, Account ~~0036/09921168239, - 7,655.685 shs. @ $10.44 ($79,925.35); dividend accrued to D.O.D.: $50.44. 79,975.79 79,975.79 -2- BONDS: U. S. Savings Bonds, - Series 38,292.06 E, $50.00 denomination, 154 bonds issued 1978-1980; total price: $5,775.00; interest accrued to D.O.D.: $32,517.06. 38,292.06 REAL ESTATE/PA: House and lot, - known and 145,000.00 numbered as 1705 Letchworth Road, Lower Allen Township, Cumberland County, PA; acquired by Decedent by deed of Clarence C. Rudy, dated 02/22/1994, recorded in Deed Book Volume 104, Page 1131; value based on appraisal by Brett Lechthaler, PA Certified General Appraiser. -------------- 145,000.00 ---------------- TOTAL RECEIPTS OF PRINCIPAL ............... 479,675.50 -3-