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Home My WebLink About02-13-13INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PE~NSYLVq~A ~ ~a c~ rn cQ~ r~-, 4?t~ COMMONWEALTH OF PENNSYLVANIA ~ ....,f ~ COUNTY OF Cumberland } SS File Number _ 21-12-0181 r x_ rn c~ '~ r Michael S. Connors ~ - ~ v Personal Representative(s) of the Estate of PhyIIIS S. Connors ~ p ~ -r~ ~ ~ .: ~ t - ~ r» deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the pe~s~~aal assets weer situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuatidFl'placed opp a eac~i "~*t 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~,ars in a memorandum at the end of this inventory. I verify that the statements made in this fnven- ~ f ~~ tory are true and correct. I understand that false state- Michael S. Connors ments herein are made subJect to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -• (Name) Ronald M Katzman Esq/ (Supreme Court l.D. No.) 07198 (Firm) Goldberg Katzman, P.C. (Address) Goldberg Katzman, P.C., 4250 Crums MIII Road (Telephone) 717-234-4161 DATE OF DEATH LAST RESIDENCE 502 Allison Avenue DECEDENTS SOC. SEC. NO. 01/10/2012 Mechanicsbur PA 17055 011-24-9417 FIGURES MUST BE TOTALED 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 ........................ 156,534.80 3,991.00 311,530.94 472,056.74 206,000.00 NOTE: The Memorandum of real estate outside itte 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 ~1o Pa. C.S. § 33o1(b)) Form RW-09 Rev. f0-13-2006 INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA couNTY of Cumberland } ss DATE OF DEATH LAST RESIDENCE 502 Allison Avenue 01/10/2012 Mechanicsbur PA ~~ COUNTY, PENNSYLVANIA F11e Number 21-12-0181 DECEDENTS SOC. SEC. N0. 011-24-9417 Belco Certificate of Deposit -Certificate number 46606 Belco Checking Account No. 152680 Accrued interest on above item through date of death Accrued interest on above item through date of death Accrued interest on above item through date of death Accrued interest on above Item through date of death Accrued interest on above item through date of death Belco Savings Account No. 152680 BNY Mellon Vodaphone -replacement dividend check from lost check received in 2006. Members First Credit Union -Account no. 334918 Pershing Guardian Account -Money Market Account -Account # 33W200515 Verizon medical premium -refund of prepaid amount Total Cash Perenna 1 Prnnorfii Household items -Appraisal of personal property - 2/13112 Miscellaneous personal property 12,165.78 3,926.81 4.60 5.13 4.99 2.52 2.45 12,765.94 628.82 594.54 125,960.72 472.50 156,534.80 2,220.00 1,000.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 678,056.74 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-12-0181 DATE OF DEATH LAST RESIDENCE 502 Aliison Avenue DECEDENTS SOC. SEC. N0. 01/10/2012 Mechanicsbur PA 17055 011-24-9417 PA Department of Revenue - 2011 State Income tax refund. 64.00 US Treasury - 2011 Federal income tax refund. 707.00 Totai Personal Property 3,991.00 ~teck~/Li4t d 545.0000 shares~BNY Mellon Vodaphone stock -com 77.6680 shares NCR Corp New -Com 193.0000 shares Pershing Guardian Account -Alcatel Lucent -com 29.7600 shares Pershing Guardian Account - AT&T -Com 923.9640 shares Pershing Guardian Account -Delaware HY Opportunities -Mutual Fund 17,587.2540 shares Pershing Guardian Account -Delaware PA Tax-Free -Mutual Fund 259.0000 shares Pershing Guardian Account -Frontier Communications -com 1,082.0000 shares Pershing Guardian Account - Verizon Communications -com 77.6680 shares TeraData -Com Total Stocks/Listed Real Estate situate at 502 Allison Drive, Mechanicsburg, Cumberland County, PA -See attached HUD-1 Settlement sheet. Total Reai Estate 13,988.43 1,300.94 312.66 102,136.32 3,649.66 143,336.12 1,307.95 41,732.74 3,766.12 311,530.94 206,000.00 206,000.00 -2- Goldber Katzman g A T T O R N E Y S a t L A W February 12, 2013 Via U.S. Mail Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle PA 17013-,3387 Re: testate of F~iyllis S. Conners, deceased No.: 21-10181 Date of Death: 07/30/2012 Dear Sir or Madam: Enclosed for filing, please find an original and two copies of an inventory in the above- mentioned estate. Please file the original, time stamp the extra copies, and return one to me i 0 the self-addressed, stamped envelope enclosed. I also include a check in the amount of $15.0 , for filing of the same. If you have any questions, feel free to contact me. Very truly yours, Ja Bis ,Paralegal to Ronald M. Katzman, Esquire !ajb Enc. ~ ~: ~ ~a ~ ~ ~ ~ mrn ~ a , rn~~ w ~~ ~ y. r ~--~- r~ ~ v' ~ ~ o ~ ~»•~ ~.+~a ~ ~ / ~~..+ ~'J _~ r Tit }_...+ ~~ ~ W V.~ B PA 17112 717-234-4161 ~ fax: 717-234-6808 Harrisburg 6991 ' www.goldbergkatzman.com ox Suite 301 P.O. 4250 Crums Mill Roa1, , ~ {00634605;v1 } Plus convenient o~ices in downtown Harrisburg, Lancaster and Carlisle. ~. ttN j l+y J i~ M! F,~} {~~ ;~ f I~ t f` j p.r. ..~ .~ „~`.. •.,, •~ ~,. ^~~, r.`" ... +."" .,. r... ~.. W \ '~ti +-` r.,. ti ~... w ... .~- ~w O ~ fD ~,~ ~ °~• c~ o ~ ~ ~ a~ ,~~ O vii R ~ ~ ~~ w W .D ~ ~., ~ .~Y ~ ~ ~ a ~'` O y ~D e°° C.~.~ rn l~--a W ~ ~.. E...~ d C.t~ .~ ~ ~~ h .,~ ~ m O C> ~ ~ -. ..,~. ~ q. Uy O '~ O = ..; ~ H N "' ~ a ~' . w .. o ~ ' `' N o O ~ ~, r~•.i N v O~ ~ ~ " IV ~ ~ V ~O ~~ ~ Y y O y O ~.~+~+ z ~ ~~ ~c A rN ~ ~ i d r