HomeMy WebLinkAbout05-23-11 (3)INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA } SS
couNTY of Cumberland }
Doris Scheffey, Lori Clark and Patricia
COUNTY, P
File Number 21-10-1044
Personal Representative(s) of the Estate of Burdens SChetlck
Michael L.
...
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 decede death, and that Decedent owned no real estate
outside of the Commonwealth of Pennsylvania except that which appear in memor Ixlul at h nd of this inventory.
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state- Doric Scheffe
ments herein are made subject to the penalties of
18 Pa.C.S. § 4904 relating to unswom falsification to Lori Clark //
authorities. ~' rs/ . a
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Attorney - (Name)
(Firm)
(Address)
(Telephone)
(Supreme Court I.D. No.) 41263
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429 South 18th Street, Camp HIII, PA 17011
7171730-7310
DATE OF DEATH I LAST RESIDENCE 13s North Fourth street DECEDENTS SOC. SEC. NO.
08/24/2010 Lemoyne, PA 17043 204-26-7904
FIGURES MUST BE TOTALED
Personal Prop~tRv
Cash ...............................................................................................
Personal Property ........................................................................
Stocks/Listed ................................................................................
Stocks/Closely Held .....................................................................
Bonds ............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable ...............................................
All Other Property ........................................................................
Total Personal Property ........................................
Total Real Property ................................................
Total Personal and Real Property ........................
123,592.51
NOTE: The Memorandum of real estate outside the Commonvrealth of Pennsylvania may at the election oT the personal representative inGude the value of each
item, but such figures should not be extended Into the total of the Inventory. (See r10 Pa. C.S. § 3301(b)) `''///~~~~~([[~/~
Form RW-09 Rav. rarazooe ~~
50,443.04
432,698.56
281,027.25
764,168.85
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-10-1044
GATE OF DEATH LAST RESIDENCE 136 North Fourth Street DECEDENTS SOC. SEC. NO.
08/24/2010 Lemo ne PA 17043 204-26-7904
l:~S~1
Total Cash
Stock /Listed
PA Housing Finance Agency Single Family MTG REV
Philadelphia PA Airport Revenue AMT SER A
Philadelphia PA Water 8 Wastewater Revenue Series A
19,250.00
2,000.00
2,580.50
2,500.00
2,280.18
8,223.35
141.60
130.28
1,012.00
4,700.03
7,625.10
50,443.04
30,411.60
70,287.70
74,418.40
Automobile - 2009 Lincoln Town Car; see Kelly Blue Book value attached (this was
gluon to Brian Clark as a specific bequest under decedent's codicil)
Lincoln Life -death benefit paid to estate
M&T Bank -Account 75837145
Miscellaneous personal property of decedent
PNC Bank, N.A. -Checking Account #5140275658
Proceeds from sale of personal items sold at auction
Refund from AARP
Refund from Marsh Global Consumer Hartford L1fe
Refund from US Treasury - 2010 income tax refund
Sovereign Bank -Account 0571139604
Wells Fargo -Account 7748-0056 (cash account)
(Attach additional sheets if necessary) Total Personal Property and Real Estate 887,761.36
INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF CumbeMand File Number 21-10-1044
DATE OF DEATH LAST RESIDENCE 136 North Fourth Street DECEDENTS SOC. SEC. NO.
08/24/2010 Lemo ne PA 17043 204-26-7904
Tennessee Valley Authority Global Power Bond 2005 SERA 63,377.40
Tennessee Valley Authority Global Power Bond 2009 SER C 80,597.30
9,948.0000 Wells Fargo -Claymore Securities Closed-End National MUNI 113,808.16
Total Stock /Listed
~~
Federal National Mortgage Association Investment Note
1,000.0000 Wells Fargo - Providian NaYI Bank CD
500.0000 Wells Fargo -Lehman Brothers Bank CD
200.0000 Wells Fargo - E Trade Bank CD
Total Bond
Real Estate -138 North Fourth Street, Lemoyne, PA (Parcel No. 12-21-0285-049). Real
estate was sold on May 16, 2011 (see HUD attached); 525,000.00 is held in escrow
pending the approval of the Pennsylvania inheritance tax return.
Total Real Estate
432,698.56
105,781.00
104,411.90
50,330.05
20,504.30
281,027.25
123,592.51
123,592.51
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