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HomeMy WebLinkAbout09-06-11 (2)t -~ INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-10-01042 Vickie Morris and Parris Keating Personal Representative(s) of the Estate of Patricia A. Kahlev deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the pers al assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuati~ ced opposite each-?- item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent ~d no rea4estate ` ' = ~; outside of the Commonwealth of Pennsylvania except that which ppears 'n a memorandum at the end b~fi~~ir~ventQry; I verify that the statements made in this Inven- ,+ y r ~ ? ; ;, tory are true and correct. I understand that false state- ~ ~ ~ ~° i - ments herein are made subject to the penalties of Vic is • ~ _ ; ._- ' `°'3 18 Pa.C.S. § 4904 relating to unsworn falsification to ~ _ , - Parris Keating ~, _ _ , - ,-,-. authorities. =~ .. - ' `~~ ~ , Attorney -- (Name) (Firm) (Address) (Telephone) Mark A. M (Supreme Court 1. D. No.) 78931 55 W. Church Avenue, Carlisle, PA 717-241-6500 DATE OF DEATH I LAST RESIDENCE 311 Kerrsville Road I DECEDENT'S SOC. SEC. N0. 10/04/2010 Carlisle, PA 17015 FIGURES MUST BE TOTALED Personal Property Cash ............................................................................................... Personal Property ........................................................................ Stocks/Listed ................................................................................ Stocks/Closely Held ..................................................................... Bonds ............................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ........................................................................ Total Personal Property .................................... 55, 210.07 35,198.07 90,408.14 Total Real Property ................................................ Total Personal and Real Property ........................ 90,408.14' 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. § 33D1(b)) Form RW-09 Rev. ~o-rs-zoos ~ ~~ INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-10-01042 DATE OF DEATH LAST RESIDENCE 311 KerrSVille Road DECEDENT'S SOC. SEC. NO. 10/04/2010 Carlisle, PA 17015 S'i.~b Adams Electric -Refund on Account 66.$9 Orrstown Bank -Checking Account 2,131.00 Orrstown Bank -Savings Account 52,332.79 Sentinel -Refund 36.73 Transfer of funds from decedent's bank account 68.06 U S Treasury -Personal Income Tax Refund 198.60 US Treasury - 2010 Income Tax Refund 376.00 Total Cash 55,210.07 All Other Pro~rty Equitrust -IRA Annuity paid to designated Beneficiaries -Paid to Vickie Morris - 17,599.04 Daughter Equitrust -IRA Annuity paid to designated Beneficiaries -Paid to Parris Keating - 17,599.03 Daughter Total All Other Property 35,198.07 (Attach additional sheets if necessary) Total Personal Property and Real Estate 90,408.14