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HomeMy WebLinkAbout09-27-12 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } Gail C. Hoffman File Number 21-12-0062 Personal Representative(s) of the Estate of Harold R. Schumacher deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal ess'~ situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation plated item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no r outside of the Commonwealth of Pennsylvania except that which ap ears in a me orandum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ~ Gail C. Hoffman ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney - (Name) (Firm) (Address) (Telephone) Jennifer B. Hipp (Supreme Court I.D. No.) 86556 Bogar and Hipp Law Offices 1 West Main Street, Shiremanstown, PA 17011 717-737-8761 DATE OF DEATH LAST RESIDENCE 115 Windrush Lane DECEDENTS SOC. SEC. NO. 12/30/2011 Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED Personal Prooertv 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 ................................................ 370,000.00 Total Personal and Real Property ........................ N 334,907.85 57,395.50 392,303.35 762,303.35 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)) Fom, RW-09 Rey. ~o-is-loos - -a =~, - ~ ~ s where r~r , = rn opposite'each `,s c-~ eal esti~ INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS COUNTY, PENNSYLVANIA COUNTY OF Cumberland } File Number 21-12-0062 DATE OF DEATH LAST RESIDENCE 115 Windrush Lane DECEDENTS SOC. SEC. N0. 12/30/2011 Mechanicsbur , PA 17055 ~~b Art Class -cancellation refund 90.00 Chase Credit Card -refund of overpayment 7.27 Fulton Bank -Checking Account No. 3622-32652. 53,019.95 Member's 1st Account 5.00 MetLife Dental -Refund 25.00 NEJM -magazine subscription refund 113.22 Scott's Lawn Service -cancellation refund 53.26 State Farm -Refund of jewelry insurance premium 212.16 State Farm -homeowner's insurance refund 506.52 State Farm -refund of car insurance premium 221.27 State Farm Insurance -Refund 44.00 State Farm Insurance -Refund 103.15 UBS - MP Funds -Account No. WL15869. Please note, the MetLife account listed as 280,484.88 being a part of this account was owned solely by Marilyn J. Schumacher and tax has been paid on this assets by the Estate of Marilyn J. Schumacher. The Jackson National account was a life insurance policy owned by Marilyn J. Schumacher. Verizon Wireless -refund 3.26 York Waste -Refund 18.91 (Attach additional sheets if necessary) Total Personal Property and Real Estate 762,303.35 REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COUNTY OF Cumberland } File Number 21-12-0062 DATE OF DEATH LAST RESIDENCE 115 Windrush Lane DECEDENTS SOC. SEC. NO. 12/30/2011 Mechanicsburg, PA_17055 Total Cash 334,907.85 Personal Pronert~v, Firearms -per attached a-mail appraisal from Atlantic Tactical; the Minuteman flintlock was sold at the July 28, 2012 auction (Item No. 176). Jewelry -sold at auction on April 19, 2012 per attached list Jewelry -sold at auction on May 9, 2012 Jewelry -per attached appraisals Personal Property -per attached appraisal dated March 27, 2012; Item Nos. 1, 2, 7, 8, 9, 13 and 16 were sold at the July 28, 2012 auction. Personal Property -per attached appraisal dated August 16, 2012 Personal Property -Sold at Auction -see attached documentation VW Jetty -VIN #3VWRZ71 K09M082423. -Sold at private sale. VW Passatt -VIN # WVWJK73C88E173373 -value per attached appraisal. Total Personal Property 889.00 1,775.00 220.00 18,529.00 3,235.00 400.00 14,347.50 6,000.00 12,000.00 57,395.50 -Z- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH LAST RESIDENCE 115 Windrush Lane DECEDENTS SOC. SEC. N0. 12130/2011 Mechanicsburg, PA 17055 Real Estate -All that certain piece or parcel of real estate being known and numbered as 115 Windrush Lane, Mechanicsburg, PA 17055. The property was acquired by Harold R. Schumacher and Marilyn J. Schumacher by deed dated January 4, 2004 and recorded February 4, 2004 in the Cumberland County Recorder of Deeds Office, a copy of said Deed being attached hereto and incorporated herein. The said Marilyn J. Schumacher died December 8, 2011 whereupon full and complete title to the within described property became vested solely in Harold R. Schumacher, the Decedent herein. The above-described real estate was sold pursuant to an Agreement of Sale dated June 24, 2012, a copy of which is attached hereto and incorporated herein. Final settlement took place on August 17, 2012, A copy of the Settlement Sheet is attached hereto and incorporated herein. The sale price of the real estate was $370,000.00. Although the Agreement of Sale and the Settlement Sheet refer to the Estate of Harold R. Schumacher and the Estate of Marilyn J. Schumacher, the only estate involved in this transaction is the Estate of Harold R. Schumacher, due to the predecease of Marilyn J. Schumacher. Total Real Estate File Number 21-12-0062 370,000.00 370,000.00 -3-