HomeMy WebLinkAbout06-02-10 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA l SS
COUNTY OF J
Personal Representative(s) of the Estate of DALLAS J PAXTON
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 appears in a memorandum~t the end of this i~yPftt~,
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
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) (Supreme Court I.D. No.)
(Address)
(Telephone)
OATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. N0.
6 27 2008 8 KENWOOD AVE A 180-16-6795
FIGURES MUST BE TOTALED
SEE ATTACHED REPORT
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(Attach additional sheets as needed)
TOTAL: ~ 41 6 .8 4 6.4 2 0.00
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))
Form RW-09 rev. /0.13.06
File Number 2008-00722
ESTATE OF DALLAS J PAXTON
ASSETS
SCHEDULE A
VALUE AT
DESCRIPTION DATE OF DEATH
REAL PROPERTY
8 KENWOOD AVENUE, SOUTH MIDDLETON TWP 130,000.00
CASH
PNC BANK CHECKING 50-0096-9885 8,530.95
MEMBERS FIRST FCU CHECKING 12546-11 1,676.00
MEMBERS FIRST FCU SAVINGS 12546-00 2,199.52
MEMBERS FIRST FCU MONEY MARKET 12546-05 82,494.70
MEMBERS FIRST FCU LIFE SAVINGS 12546-04 4,000.00
MEMBERS FIRST FCU CD 12546-41 51,085.00
ORRSTOWN BANK CHECKING 146000955 82,262.61
SECURITIES/BONDS/INVESTMENTS
METLIFE INC (MET) 64 shs @ $54.365 3,479.36
FORETHOUGHT -PREPAID FUNERAL COSTS 4,397.28
ALLSTATE INSURANCE -ANNUITY - GA276958 42,234.00
MEMBERS FIRST FCU -IRA 4,487.00
416,846.42
ESTATE OF DALLAS J PAXTON
DATE OF DEATH JUNE 27, 2008
SUMMARY STATEMENT OF ACCOUNT
ASSETS -SCHEDULE A
INCOME -SCHEDULE B
PRINCIPAL INCREASES/DECREASES -SCHEDULE C
DISBURSEMENTS -SCHEDULE D
ASSETS AVAILABLE FOR DISTRIBUTION
416,846.42
2,568.20
-195.00
-33,181.23
386,038.39
DISTRIBUTIONS TO BENEFICIARIES - SCHEDULE E 386,038.39
ESTATE OF DALLAS J PAXTON
ASSETS
SCHEDULE A
VALUE AT
DESCRIPTION DATE OF DEATH
REAL PROPERTY
8 KENWOOD AVENUE, SOUTH MIDDLETON TWP 130,000.00
CASH
PNC BANK CHECKING 50-0096-9885 8,530.95
MEMBERS FIRST FCU CHECKING 12546-11 1,676.00
MEMBERS FIRST FCU SAVINGS 12546-00 2,199.52
MEMBERS FIRST FCU MONEY MARKET 12546-05 82,494.70
MEMBERS FIRST FCU LIFE SAVINGS 12546-04 4,000.00
MEMBERS FIRST FCU CD 12546-41 51,085.00
ORRSTOWN BANK CHECKING 146000955 82,262.61
SECURITIES/BONDS/INVESTMENTS
METLIFE INC (MET) 64 shs @ $54.365 3,479.36
FORETHOUGHT- PREPAID FUNERAL COSTS 4,397.28
ALLSTATE INSURANCE -ANNUITY - GA276958 42,234.00
MEMBERS FIRST FCU -IRA 4,487.00
416,846.42
ESTATE OF DALLAS PAXTON
INCOME
SCHEDULE B
DESCRIPTION
INTEREST INCOME
PNC BANK CHECKING 50-0096-9885; from death to liquidation
MEMBERS FIRST FCU CHECKING 12546-11; from death to liquidation
MEMBERS FIRST FCU SAVINGS 12546-00; from death to liquidation
MEMBERS FIRST FCU MONEY MARKET 12546-05; from death to liquidation
MEMBERS FIRST FCU CD 12546-41; from death to liquidation
PNC BANK; ESTATE ACCOUNT
DIVIDEND INCOME
127.98
22.55
18.83
1,412.91
817.73
121.20
METLIFE INC 47.00
2,568.20
ESTATE OF DALLAS PAXTON
PRINCIPAL INCREASES/DECREASES
SCHEDULE C
DATE DESCRIPTION AMOUNT GAIN/LOSS
6/27/2008 SOLD METLIFE INC, 64 SHARES
SALES PRICE 3,284.36
ESTATE VALUE 3,479.36
-195.00
DESCRIPTIONS
ESTATE OF DALLAS J PAXTON
DISBURSEMENTS
SCHEDULE D
CATEGORY AMOUNT
REGISTER OF WILLS, CUMBERLAND COUNTY, PROBATE FEES
THE SENTINEL, LEGAL ADVERTISING
COSTOPOULOS, ATTORNEY FEES
PARKS & COMPANY, ACCOUNTING FEES
EWING BROTHERS FUNERAL HOME
WESTMINSTER GARDENS, BURIAL EXPENSE
MICHELE HEASTER, FUNERAL LUNCHEON
WAYNE NOSS, FUNERAL FLOWERS
B-H AGENCY, HOUSE APPRAISAL
ERIE INSURANCE, HOUSE INSURANCE
GUARDIAN PHARMACY, MEDICINE
RECORDER OF DEEDS, TRANSFER OF HOUSE
SOUTH MIDDLETON TWP, SEWER & WATER EXPENSES
PPL, ELECTRIC EXPENSES
PPG, PAINT FOR HOUSE REPAIR
ROBERT CARNES, REAL ESTATE TAXES
PA DEPARTMENT OF REVENUE, FIDICARY TAXES
REGISTER OF WILLS, CUMBERLAND COUNTY, TAXES
ADM 767.06
ADM 118.72
ADM 300.00
ADM 1,050.00
ADM 5,784.28
ADM 4,345.00
ADM 225.00
ADM 350.00
ADM 300.00
DEBT 310.00
DEBT 33.71
DEBT 48.50
DEBT 207.90
DEBT 88.42
DEBT 100.00
DEBT 938.31
ADM 82.00
ADM 18,132.33
33,181.23
ESTATE OF DALLAS J PAXTON
DISTRIBUTIONS TO BENEFICIARIES
ACCORDING TO TERMS OF WILL DATED NOVEMBER 5, 1986
SCHEDULE E
1 ARLENE FRAKER, DAUGHTER
1861 WALNUT BOTTOM ROAD NEWVILLE, PA 17241
1/3 OF RESIDUARY ESTATE 69,772.13
1/3 VALUE OF PERSONAL RESIDENCE 43,334.00
1/3 OF ALLSTATE INSURANCE ANNUITY 14,078.00
1/3 OF MEMBERS FIRST FCU -IRA 1,496.00
2 LINDA SHILDT, DAUGHTER
2 E ORANGE STREET MT HOLLY SPRINGS, PA 17065
1/3 OF RESIDUARY ESTATE 69,772.13
1/3 VALUE OF PERSONAL RESIDENCE 43,334.00
1/3 OF ALLSTATE INSURANCE ANNUITY 14,078.00
1/3 OF MEMBERS FIRST FCU -IRA 1,496.00
3 RICKY PAXTON, SON
401 HEISERS LANE CARLISLE, PA 17015
1/3 OF RESIDUARY ESTATE 69,772.13
PERSONAL RESIDENCE LESS PAYMENT OF $86,668 TO 43,332.00
HIS TWO SISTERS (130,000 - 43,334 - 43,334)
1/3 OF ALLSTATE INSURANCE ANNUITY 14,078.00
1/3 OF MEMBERS FIRST FCU -IRA 1,496.00
386,038.39