HomeMy WebLinkAbout07-13-11 (4)Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Robert K. Hess
also known as
No. 21-10-1260
Date of Death December 11, 2010
Late of: Upper Allen Township, Cumberland
County ,Deceased Social Security No. 222-12-8015
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 aB 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 verity that the statements made in this Inventory are true and correct. IMIe understand that false
statements herein are made sut~ject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities.
Personal Representative:
Name of
Attorney: Jennifer DenCflak Wetzel, Esquire
LD. No.: 200391 ~1,~w ^
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Telephone: 717-620-2440 Richard D. Hess
Address 1700 Bent Creek Blvd., Mechanicsburg, PA 17050 Dated: ~7 ~-- ~~o -
DESCRIPTION VALUE
See attached sheets.
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Betty So nberger
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$133,479.88
(Attach Additional Sheets If Necessary)
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.
22662v1
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Form RVV-7 (~uphh CwMyj -Rev. 9192
Estate of Robert K. Hess
Estate Inventory
Valued as of Date of Death
Cash and Cash Equivalents
Cash in wallet $ 69.00
Cash proceeds from sale of scooter 100.00
Cash proceeds from sale of walker 20.00
Federal 2010 individual income tax
refund 216.00
Final Met Life Annuity Payment 70.36
Fulton Bank Money Market Account
#9904-88613 1,887.33
Highmark Insurance Refund 92.00
Messiah Village Refund Due Under
Acquisition Agreement 13,902.00
Mutual of Omaha refund 652.70
Pennsylvania 2010 individual
income tax refund 320.00
Susquehanna Bank Certificate of
Deposit #1523838532 3,000.00
Interest at Date of Death 0.64
Susquehanna Bank Checking
Account #1523838501 4,415.16
Verizon refund 8.57
Total Cash and Cash Equivalents
Tangible Personal Property
Household items and furnishings $ 500.00
Total Tangible Personal Property
No. of
Shares Mutual Funds
Raymond James Mutual Fund
Account #82539400 $ 25,686.36
Total Mutual Funds
Par
Value Mortgages & Notes
Deferred Payment Receivable from
$ 24,753.76
500.00
25,686.36
Page 1
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Estate Inventory (Continued)
Par
Value Mortgages & Notes
Parke and Betty Sollenberger for real
estate purchased from decedent in
the original principal amount of
$150,000.00, payable over I S years
at 4.8% interest at $1170.62 per
month and payment number 97 was
made prior to decedent's death. See
first and third pages of amortization
schedule attached.
Total Mortgages & Notes
Total Inventory
$ 82,539.76
$ 82,539.76
$ 133,479.88
Page 2
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