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HomeMy WebLinkAbout08-10-11 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-10-1182 Peter Kayser Personal Representative(s) of the Estate of Jean Kayser 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 app rs in a memorand at the end of thl~nventory. I verify that the statements made in this Inven- ~ ~i~ - _.- ~`~' __ m c > ---- -- -- tory are true and correct. I understand that false state- peter Kayser ~ ~',-~ ~' ments herein are made subject to the penalties of _ r-= 18 Pa.C.S. § 4904 relating to unsworn falsification to ~ , _, authorities. ~' - -, ,-_, ;.. -~ ~_ ._I .-. . ~ ~ :-.. ~ T .~ ~ ~ ~/ ,4ttorney -- (Name) George F Douglas, III Esq. (Supreme Court LD. IVo.) ~ 61886 '~`' (Firm) Salzmann Hughes, P.C. -- (Address) 354 Alexander SQring Road, Suite 1, Carlisle, PA (Telephone) 717-249-6333 DATE OF DEATH 11/17/2010 LAST RESIDENCE 3536 Countryside Lane Camp Hill, PA 17011 DECEDENT'S SOC. SEC. ND. 483-62-9955 FIGURES MUST BE TOTALED Personal Pronertv Cash ............................................................................................... 216,336.37 Personal Property ........................................................................ 9,700.00 StockslListed ................................................................................ Stocks/Closely Held ..................................................................... Bonds ............................................................................................ 71.18 Partnerships and Sole Proprietorships ..................................... 0.00 Mortgages and Notes Receivable ............................................... 45 000.00 All Other Property ........................................................................ Total Personal Property ........................................ 271,107.55 Total Real Property ................................................ 129,500.00 Total Personal and Real Property ........................ ~ 400,607.55 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 Rey io-~3-zoos INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-10-1182 DATE OF DEATH LAST RESIDENCE 3536 Countryside Lane DECEDENT'S SOC. SEC. NO. 1 111 7/201 0 Cam Hill PA 17011 483-62-9955 Cash Aldersgate Methodist Church, Boy Scouts of America -Troop #160 -Freckled Moose 413.00 Fundraising -12/16/2010 Bald Eagle Area Music -Freckled Moose Fundraising - 12/14/2010 511.00 Big Spring School District -Freckled Moose Fundraising - 12/06/2010 2,310.00 Boiling Springs Aquatic Boosters -Freckled Moose Fundraising -12/23/2010 1,414.00 Brandywine Heights Area School District -Freckled Moose Fundraising -11/18/2010 750.00 Brian K. Heckman -Freckled Moose Fundraising -12/15/2010 280.00 C.L.A.S.S. -Freckled Moose Fundraising - 12/10/2010 700.00 Calvin G. Johnson -Freckled Moose Fundraising -12/10/2010 91.00 Camp Hill School District -Freckled Moose Fundraising -11/11/2010 119.00 Camp Hill School District -Freckled Moose Fundraising - 11!08/2010 567.00 Cash on hand 115.11 Catherine L. Gannon, Eagle FC Force -Freckled Moose Fundraising -12/15/2010 1,001.00 Central High Activities Fund -Freckled Moose Fundraising -12/16/2010 2,044.00 Centre Hall Parent Teacher Group -Freckled Moose Fundraising -10/27/2010 3,017.00 Chambersburg Area Senior High School -Freckled Moose Fundraising -12/07/2010 1,372.00 Chrysler Service Contract -refund 212.52 (Attach additional sheets if necessary) Total Personal Property and Real Estate 400,607.55 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-10-1182 DATE OF DEATH LAST RESIDENCE 3536 Countryside Lane DECEDENT'S SOC. SEC. NO. 11!1712010 Camp Hill, PA 17011 483-62-9955 CHS Girls Softball Boosters -Freckled Moose Fundraising - 11/22/2010 2,485.00 Citizens Bank -reimbursement for overpayment of Loan Account No. 6050888699 63.83 payoff Citizens Bank, Business Partners Checking Account No. 6201608307 -Freckled Moose 77,631.67 Fundraising Citizens Bank, Circle Checking Account No. 6100662756 4,285.19 Citizens Bank, Circle Checking Account No. 6100766985 4,867.58 Citizens Bank, Green Checking Account No. 6100662748 1,364.04 Citizens Bank, Premium Business Money Market Account No. 6213767294 -Freckled 661.11 Moose Fundraising Comcast -refund 83.45 Commonwealth of Pennsylvania -payment of unclaimed property 30.00 Conestoga Crew Club -Freckled Moose Fundraising - 12!19!2010 917.00 Conrad Weiser Area School District -Freckled Moose Fundraising -12123/2010 2,423.00 Corl Street PTO -Freckled Moose Fundraising - 11!16!2010 1,177.00 Cumberland County Magic -Freckled Moose Fundraising -11!15!2010 1,505.00 Cumberland County Magic -Freckled Moose Fundraising -11!22!2010 63.00 Cumberland Valley Band Boosters -Freckled Moose Fundraising -12!15!2010 1,162.00 Cumberland Valley School District -Freckled Moose Fundraising -12!16!2010 2,072.00 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-10-1182 DATE OF DEATH LAST RESIDENCE 3536 Countryside Lane DECEDENT'S SOC. SEC. N0. 11/17/2010 Cam Hill PA 17011 483-62-9955 Diakon Lutheran Social Ministries -Freckled Moose Fundraising - 12/09/2010 2,198.00 Diocese of Harrisburg St. Patricks Church -Freckled Moose Fundraising -11/30/2010 455.00 Elizabethtown School District -Freckled Moose Fundraising - 01/05/2011 1,281.00 Encore! Home School Productions -Freckled Moose Fundraising -12/1312010 924.00 Faith Fellowship Church -Freckled Moose Fundraising -11/12/2010 1,771.00 Ferguson Township Elementary PTO -Freckled Moose Fundraising -1211112010 959.00 FTC v/ QNC, Inc. -final check representing a settled lawsuit against QVC, Inc. 87.95 Fulton Bank -refund of overpayment for loan payoff 4.74 Gettysburg Area School District High School Activity Funds -Freckled Moose 847.00 Fundraising -12114!2010 Grandview PTO -Freckled Moose Fundraising -11/18/2010 4,641.00 Hampden Township Sewer Authority -refund of sewer service 14.99 Hams Jr. High Cheerleaders -Freckled Moose Fundraising - 12!13/2010 364.00 Happy Hearts Preschool -Freckled Moose Fundraising -12/1612010 588.00 Horse Savvy 4H Club -Freckled Moose Fundraising - 12/10/2010 651.00 Iowa State Bank Trust Department -decedents beneficiary share of Bernard Thilges 425.00 Trust Iowa State Bank Trust Department -decedents beneficiary share of Alfred Thilges Trust 350.00 -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-10-1182 DATE OF DEATH LAST RESIDENCE 3536 Countryside Lane DECEDENT'S SOC. SEC. NO. 11/17/2010 Cam Hill PA 17011 483-62-9955 Iowa State Bank Trust Department -decedents final beneficiary share of Bernard 18,361.21 Thilges Trust Iowa State Bank Trust Department -decedents final beneficiary share of Alfred Thilges 7,895.32 Trust James D. Gregory -Freckled Moose Fundraising -12/13/2010 350.00 Jean S. Fronk -Freckled Moose Fundraising - 11/26/2010 72.00 John A. Kurtz -Freckled Moose Fundraising - 11/17/2010 371.00 John A. Kurtz -Freckled Moose Fundraising -12111/2010 266.00 Juniata Valley School District -Freckled Moose Fundraising -12/03/2010 1,722.00 Junior League of Williamsport -Freckled Moose Fundraising -11/18/2010 511.00 KAPPA Chapter of Alpha Delta Kappa -Freckled Moose Fundraising -11/16!2010 609.00 Kernsville Elementary PTO -Freckled Moose Fundraising -12/15/2010 1,561.00 Kernsville Elementary PTO -Freckled Moose Fundraising - 01/09/2011 42.00 Kimberly A. Weaver -Freckled Moose Fundraising -12/07/2010 1,036.00 L.D. CCC -Timothy Gingrich, President -Freckled Moose Fundraising -12/06/2010 545.00 LAHS Choral Boosters -Freckled Moose Fundraising -12113/2010 805.00 LDHS Swim Team Booster Club -Freckled Moose Fundraising -12/14/2010 819.00 Lewisberry Community Fire Co. -Freckled Moose Fundraising - 11/23/2010 189.00 Linda J. Swift -Freckled Moose Fundraising -12/07/2010 14.00 -4- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-10-1182 DATE OF DEATH LAST RESIDENCE 3536 Countryside Lane DECEDENT'S SOC. SEC. NO. 11/17/2010 Cam Hill PA 17011 483-62-9955 Manheim Central School District -Freckled Moose Fundraising - 01/07/2011 2,107.00 Monique P. Varner -Freckled Moose Fundraising -12/22/2010 14.00 Muncy School District -Freckled Moose Fundraising -12/13/2010 469.00 Northwestern Indoor Twirling Boosters -Freckled Moose Fundraising -11/15!2010 700.00 Ohio Casualty -refund unused premium 256.00 Old Bellaire Chapter No. 375 Order of Eastern Star -Freckled Moose Fundraising - 721.00 11/22/2010 PAHS Cheer Boosters Inc. -Freckled Moose Fundraising -11/19/2010 1,512.00 PNC Health Savings Account Services Account No. 1084227810010 462.37 Print Co. Graphics -Freckled Moose Fundraising - 08/20/2010 430.00 Red Land High School Music Boosters -Freckled Moose Fundraising -11/11/2010 623.00 Ryan A. Kerr -Freckled Moose Fundraising - 12/07/2010 875.00 SCMS Cheerleading -Freckled Moose Fundraising -12/13/2010 595.00 Sea Lions Swim Team -Freckled Moose Fundraising -11/22/2010 1,176.00 Sea Lions Swim Team -Freckled Moose Fundraising -11/30/2010 35.00 Shippensburg Area Senior High Central Treasury -Freckled Moose Fundraising - 1,316.00 11 /23/2010 So Hunt Co School Dist. -Freckled Moose Fundraising - 12/09/2010 1,470.00 South Middleton School District -Freckled Moose Fundraising -12/17/2010 1,134.00 -5- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-10-1182 DATE OF DEATH LAST RESIDENCE 3536 Countryside Lane DECEDENT'S SOC. SEC. NO. 11/17/2010 Cam Hill PA 17011 483-62-9955 Spring Grove High School Activity Fund -Freckled Moose Fundraising - 11/17/2010 785.00 State College Area School District -Freckled Moose Fundraising - 01/06/2011 2,065.00 State Farm Fire and Casualty Company -refund due to cancellation of homeowners 214.97 insurance State Farm Fire and Casualty Company -refund due to cancellation of automobile 302.53 insurance Steven D. Loerts -check on hand 10.00 Susquehanna Twp. Music Boosters -Freckled Moose Fundraising -12/08/2010 847.00 Tamaqua Elementary PTO -Freckled Moose Fundraising -11/16/2010 2,149.00 The Crayon Box Day Care Center LLC -Freckled Moose Fundraising - 12/15!2010 385.00 The Dance Academy Competition Team -Freckled Moose Fundraising -12/15/2010 546.00 The Hallelujah Gang -Freckled Moose Fundraising - 11/18/2010 161.00 Time Inc. Shared Services -refund 18.00 Timothy Lutz -Freckled Moose Fundraising - 12/11/2010 42.00 UZELAC Gymnastic Booster Club -Freckled Moose Fundraising - 12/07/2010 672.00 Veronica M. Schrack -Freckled Moose Fundraising -11/17/2010 351.00 Wachovia Bank -IRA 25-703-027-1404417, decedents estate is the beneficiary 25,330.92 Accrued income on above item through date of death 1.87 Williams Valley School Dist. -Freckled Moose Fundraising -11/15/2010 1,512.00 -6- REGISTER OF WILLS OF INVENTORY CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS COUNTY, PENNSYLVANIA COUNTY OF Cumberland } File Number 21-10-1182 DATE OF DEATH LAST RESIDENCE 3536 Countryside Lane DECEDENT'S SOC. SEC. NO. 11/17/2010 Cam Hill PA 17011 483-62-9955 Williams Valley School Dist. -Freckled Moose Fundraising - 11/19/2010 50.00 Wilson College Gov't Assn. -Freckled Moose Fundraising -12/15/2010 560.00 Total Cash 216,336.37 Personal Pro~rtTr 2001 Dodge Caravan -VIN 164GP45311 6242528 2006 Dodge Caravan -VIN 2D4G44L66R883612 Household Goods Total Personal Property 500.00 6, 500.00 2, 700.00 9, 700.00 $25 U.S. Treasury Series EE Bond - No. L438028320EE, dated 12/1989 -principal 25.00 Accrued interest on above item through date of death 46.18 Total Bonds 71.18 Partnership Interests Nutri-Innovations -NOTE: The decedent was not a member nor did she own any 0.00 interest in Nutri-Innovations; therefore, Item Third of the Will has no value. Total Partnership Interests 0.00 Mortya~~s/Notes Receivabl Jim Beck - $25,000.00 Promissory Note; dated 05/01/2010; due and payable 01/01/2011; 8% per annum 25,000.00 -7- REGISTER OF WILLS OF INVENTORY CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS COUNTY, PENNSYLVANIA COUNTY OF Cumberland } File Number 21-10-1182 DATE OF DEATH LAST RESIDENCE 3536 Countryside Lane DECEDENT'S SOC. SEC. N0. 11/17/2010 Cam Hill PA 17011 483-62-9955 Jim Beck - $20,000.00 Promissory Note; dated 11/01/2010; due and payable 06/01/2011; 20,000.00 8% per annum Total Mortgages/Notes Receivable 45,000.00 Real Estate situate at 3536 Countryside Lane, -Camp Hill, Hampden Township, PA 129,500.00 17011 -See settlement sheet attached Total Real Estate 129,500.00 -8- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Memorandum of Out-of-State Real Estate COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-10-1182 DATE OF DEATH LAST RESIDENCE 3536 Countryside Lane DECEDENT'S SOC. SEC. NO. 11/17/2010 Cam Hill PA 17011 483-62-9955 1/6th interest in 71.79 acres of farmland situate in Kossuth County, Iowa; -equates to 11.965 acres 47,860.00 with a date of death value of $4,000 per acre Total Out-of-State Real Estate a7_sso_on