HomeMy WebLinkAbout07-29-10 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF ) SS
File Number 21-2009-1048
Manufacturers and Traders Trust Company, Richard E. Jordan, II and Richard E. Jordan, III
Personal Representatives of the Estate of Richard E. Jordan
Deceased, depose and say 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
Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
inventory.
We verify that the statements made ) r~s and r ders Trust Company
in this Inventory are true and correct. ) ~`` ~'~
We understand that false statements herein )
are made subject to the penalties of ) ~ ~' Q.~~.
18 Pa. C. S . § 4904 relating to unsworn ) Ri , II
falsification to authorities. )
Richard E. Jor .III
Attorney - (Name)Stanley A. Smith (Supreme Court I.D. No.)33782
(Address)Rhoads & Sinon LLP, P.O. Box 1146, Harrisburg, PA 17108- l 146
(Telephone)(717) 233-5731
DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. NO.
October 29, 2009 3620 Logan Street, #4-C, Camp Hill, PA 17011 189-03-6424
FIGURES MUST BE TOTALED
~~
See attached Schedule ~~ (~~ ~~
x,118,870
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(Attach additional sheets as needed
TOTAL: $11,118,871.10
1vv 1 >;: i he 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))
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Form RW-09 rev. 10.13.06
784009.1
Estate of Richard E. Jordan
Estate Inventory
Valued as of Date of Death
Cash & Cash Equivalents
M&T Bank Checking Acct.
#49834908
Interest at Date of Death
Total Cash & Cash Equivalents
Tangible Personal Property
1999 Lincoln Town Car Executive
4D
Household furnishings and personal
effects
Total Tangible Personal Property
Miscellaneous
Miscellaneous coins
Wachovia Bank, Trustee, final
annuity payout from Richard E. and
Louise I~.. Jordan Charitable
Remainder Annuity.
Allstate Insurance, refund of
homeowner's insurance
AT&T, refund
Bethany Village Nursing Home,
refund of overpayment
Capital Blue Cross, refund, medical
insurance premium
Comcast, refund
Mutual of Omaha Insurance Co.,
refund of unearned premium
PA Department of Revenue, refund,
decedent's final PA40
Patriot News, refund
US Treasury, refund, decedent's final
1040
$ 138,178.00
5.00
$ 4,125.00
6,670.00
$ 3,877.00
6,243.00
257.00
9.00
797.00
311.00
39.00
60.00
6,589.00
169.00
66,456.00
$ 138,183.00
10,795.00
(1)
Estate Inventory (Continued)
Miscellaneous
Allstate Insurance, refund, auto
insurance
50.10
Richard E. Jordan Revocable Trust
under Agreement dated July $, 1996,
Manufacturers and Traders Trust
Company, Trustee. At decedent's
death, the Trust assets passed to
decedent's estate.
Tyco Electronics, director's fees due
to decedent for fourth quarter of
2009
Total Miscellaneous
Real Property
Real property, 3620 Logan Street,
Unit #4-C, Camp Hill, PA 17011
Total Real Property
Total Inventory
10,635,036.00
5,000.00
$ 245,000.00
$ 1.0,724,893.10
245,000.00
$ 1.1,118,871.10
(2)