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HomeMy WebLinkAbout04-05-12 (3)INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS COUNTY, PENNSYLVANIA File Number 21-10-00872 Betty EBennett - - Personal Representative(s) of the Estate of Gust R Lee 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 ears in a memorandum at the end of this inventor~C.. I verify that the statements made in this Inven- ~ :;: tory are true and correct. I understand that false state- - t~> - - , ;fin ments herein are made subject to the penalties of ~ Betty E B nett ~ --o z `~ , -~? ~ ~ t 18 Pa.C.S. § 4904 relating to unsworn falsification to ' -r ~~ ~ authorities. =fir m t G"t ,' : ~ -T~ , ,l ~ _.... _ _~ C Y -- (Na ~ Mark A. Mateya (Supreme Cout~l.D. No.) ~-78g31~ (Firm (address) 55 W. Church Avenue, Carlisle, PA - (Teiephone) 717-241-6500 ua I t OF DEATH 08/05/2010 LAST RESIDENCE 1319 N. Pitt Street Carlisle, PA 17013 FIGURES MUST BE TOTALED PersonalPersonal Proms 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 ........................ DECEDENT'S SOC. SEC. NO. 172-18-1751 362,950.19 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 Rev ~o-~s-Zoos 237,030.19 5,020.00 242,050.19 120,900.00 Y INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-10-00872 DATE OF DEATH I LAST RESIDENCE 1319 N. Pitt Street DECEDENTS SOC. SEC. NO. 08/05/2010 Carlisle, PA 17013 172-18-1751 Cash M&T Bank -Savings Account No. 15004200904181 Jointly owned with Betty L. Bennett 990.19 ($1,980.37 total value of account) M&T Bank -Certificate of Deposit Account No. 31003911905304 Jointly owned with 683.60 Betty L. Bennett ($1,367.19 total value of account) M&T Bank -Certificate of Deposit Jointly owned with James R. Lee. Account No. 683.60 31003911905297 ($1367.19 Total Amount of Account) M8~T Bank -Certificate of Deposit Account No. 31003911177854. Jointly owned with 10,800.15 James R. Lee ($21600.29 total value of account) MB~T Bank -Certificate of Deposit Account No. 31003911161378 Jointly owned with 5,000.55 Betty L. Bennett ($10,001.10 total value of account) M>3<T Bank -Certificate of Deposit Account No. 31003910187622. Jointly owned with 1,819.78 Betty L. Bennett. ($3639.56 total value of account) Members 1st -Savings account No. 50195-00 Jointly owned with Betty Bennett 832.56 Members 1st -Certificate of Deposit Account No. 50195-40 Jointly owned with Betty 20,954.92 Bennett and James Lee Members 1st -Certificate of Deposit Account No. 50195-41 Jointly owned with Betty 14,891.88 Bennett and James R. Lee Members 1st -Certificate of Deposit Account No. 50195-42 Jointly owned with Betty 10,281.78 Bennett and James Lee Members 1st -Savings Account No. 59195-00 Jointly held with Betty Bennett 635.34 Members 1st -Savings Account No. 156573-00 Jointly held with Betty Bennett and 277,18 James Lee (Attach additional sheets if necessary) Total Personal Property and Real Estate 362,950.19 INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-10-00872 DATE OF DEATH I LAST RESIDENCE 1319 N. Pitt Street DECEDENT'S SOC. SEC. N0. 08/05/2010 Carlisle, PA 17013 172-18-1751 Members 1st -Certificate of Deposit Account No. 34253-44 Jointly owned with Robert 3 083 16 Bennett , . Members 1st -Savings Account No. 240709-00 Jointly owned with Tyler Lee and James 674 99 Lee . Members 1st -Savings Account No. 300707-00 Jointly owned with Rowan Bennett 420.13 Members 1st -Savings account No. 34251-00 Jointly owned with Susan Bennett and 2 048 49 Betty Bennett , . Members 1st -Certificate of Deposit Account 34251-41 Jointly held with Susan Bennett 889.38 Members 1st Federal Credit Union -Jointly owned account No. 34253-00. Jointly 598 09 owned with Betty Bennett & Robert Bennett . Orrstown Bank -Money Market Account - No. 106800199 jointly owned with Betty E. 2 729 58 Bennett , . Sovereign Bank -Checking Account No. 1691031887 Jointly owned with Betty E. 19 815 33 Bennett , . Sovereign Bank -Certificate of Deposit No. 1675204919 -Jointly owned with Betty E. 39 638.60 Bennett , Sovereign Bank -Certificate of Deposit Account No. 1675321416 Jointly owned with 1 320 15 Betty E. Bennett , . Sovereign Bank -Certificate of Deposit Account No. 1695489433 jointly owned with 3 094.22 Betty Bennett , Sovereign Bank -Certificate of Deposit Account No. 1695540169 Jointly owned with 2 397.80 Betty Bennett , Sovereign Bank -Certificate of Deposit Account No. 1695540326 Jointly owned with 5,853.93 James R. Lee -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-10-00872 DATE OF DEATH I LAST RESIDENCE 1319 N. Pitt Street DECEDENT'S SOC. SEC. NO. 08/05/2010 Carlisle, PA 17013 172-18-1751 Sovereign Bank -Certificate of Deposit Account No. 1695540334 Jointly owned with 5,856.07 Betty Bennett Sovereign Bank -Certificate of Deposit Account No. 1695540383 Jointly owned with 8,775.54 James R. Lee Sovereign Bank -Certificate of Deposit Account No. 1695540391 Jointly owned with 8,775.54 Betty Bennett Sovereign Bank -Certificate of Deposit Account No. 1695540508 Jointly owned with 5,834.27 James R. Lee Sovereign Bank -Certificate of Deposit Account No. 1695540524 Jointly owned with 5,834.27 Betty Bennett Sovereign Bank -Certificate of Deposit Account No. 1695540532 Jointly owned with 5,817.23 James R. Lee Sovereign Bank -Certificate of Deposit Account No. 1695540565 Jointly owned with 5,817.23 James R. Lee Sovereign Bank -Certificate of Deposit Account No. 1695540573 Jointly owned with 5,817.23 Betty Bennett Sovereign Bank -Certificate of Deposit Account No. 1695540581 Jointly owned with 5,317.23 Betty Bennett Sovereign Bank -Certificate of Deposit Account No. 1695540599 Jointly owned with 5,817.23 Betty Bennett Sovereign Bank -Certificate of Deposit Account No. 1695540615 Jointly owned with 5,802.24 James R. Lee Sovereign Bank -Certificate of Deposit Account No. 1695540623 Jointly owned with 5,802.24 Betty Bennett -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-10-00872 DATE OF DEATH LAST RESIDENCE 1319 N. Pitt Street DECEDENT'S SOC. SEC. N0. 08/05/2010 Carlisle, PA 17013 172-18-1751 Sovereign Bank -Certificate of Deposit Account No. 1695540706 Jointly owned with Tyler Lee Sovereign Bank -Certificate of Deposit Account No. 1695541316 Jointly owned with James R. Lee Sovereign Bank -Certificate of Deposit Account No. 1695541324 Jointly owned with Betty Bennett Sovereign Bank -Certificate of Deposit Account No. 3385088046 Jointly owned with Betty Bennett Sovereign Bank -Certificate of Deposit Account No. 1695489466 jointly owned with Berry Bennett Sovereign Bank -Certificate of Deposit Account No. 1695540516 Jointly owned with James R. Lee Total Cash Personal Pronert~ Automobile - 2000 Dodge Caravan Minivan (36,000 Miles) trade in value Miscellaneous household/personal items Total Personal Property Real Estate Life Interest -Life estate for real estate located at 1319 N. Pitt Street, Carlisle Parcel ID No. 06-18-1371-009A Total Real Estate 596.57 564.33 564.33 694.77 3,094.22 5,834.27 237,030.19 3,000.00 2,020.00 5,020.00 120,900.00 120,900.00 -4-