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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 ~ ° --, T-~ ~ G = ~ - ~~„~~ J~ 1 F N ..::% -~c;~~~ - ~ ~ C~ - ?s .~ - ~;- a-n ...~, , ; '~ °_ - :: _- r~~ f~ `P~ (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