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HomeMy WebLinkAbout03-01-13 (2)r~ ~ t ~ s INVENTORY ;~~.; c ~„' rn a r n REGISTER OF WILLS OF CUMBERLAND COUNT ~NN S~V I~I~ ~~r- ~m r- ~ m t-~- ~ Cs COMMONWEALTH OF PENNSYLVANIA } SS ~ ~ ~ ~ ~ ~ :~ ~ ~ ~ COUNTY OF Cumberland } File Number 21-12-Ob~4~"' +~ ~~ ;,,;~ -rt RRX;~ r+i.. Karen B Rogan ° ~ e ~ '~" ~ r = ran ~.. Personal Representative(s) of the Estate of Marjorie J Bortner -~ '~ ~ ~ o~ ~? C~ ~ e 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 appears in a memorandum 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- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. ren B Attorney -- (Name) (Firm) Mark A. Mateya (Supreme Court I.D. No.) 78931 (Address) 55 W. Church Avenue, Carlisle, PA 17013 (Telephone) 717-241-6500 DATE OF DEATH LAST RESIDENCE 106 Fourth Street DECEDENT'S SOC. SEC. NO. 06/08/2012 Boiling Springs, PA 17007 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 ........................................ Total Real Property ................................................ Total Personal and Real Property ........................ 123,303.13 586.32 5,009.46 57,498.33 186,397.24 120,000.00 3IJfi,397.24 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-~9 Rev. 10-13-2006 ~~ ,i + i INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-12-0694 DATE OF DEATH LAST RESIDENCE 106 Fourth Street DECEDENTS SOC. SEC. NO. 06/08/2012 Boiling Springs, PA 17007 _ ~b CNA -Refund -Check No. 400725908 Kate Rogan - Transfer of asset prior to date of death without adequate consideration - See attached list Metro Bank - Transfer of funds from Metro Bank to Citizens Bank -Decedent's funds York Hospital -Refund for duplicate payment on Invoice No. E2911279 Total Cash Stocks/Listed 19.0000 shares Met Life -Proceeds from sale of stocks CUSIP no. 59156R10 Total Stocks/Listed Mortgages/Notes Receivable Russell Yinger -Payment for 7/12 mortgage contract Russell Yinger -Payment for 7/12 mortgage contract Russell Yinger -Payment for 9/12 mortgage contract Russell Yinger -Payment for 10/12 mortgage contract Russell Yinger -Payment for 11/12 mortgage contract Russell Yinger -Payment for 12/12 mortgage contract Total Mortgages/Notes Receivable 4,340.00 92,812.94 26,000.00 150.19 123,303.13 586.32 586.32 834.91 834.91 834.91 834.91 834.91 834.91 5,009.46 (Attach additional sheets if necessary) Total Personal Property and Real Estate 306,397.24 / ; INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-12-0694 DATE OF DEATH LAST RESIDENCE 106 Fourth Street DECEDENTS SOC. SEC. N0. 06/08/2012 Boiling Springs, PA 17007 Real Estate -106 Fourth Street, South Middleton Township, Boiling Springs, PA -See Attached Settlement Sheet Real Estate -Vacant lot in Boiling Springs, Cumberland County, PA - Parcel No. 40-30 -2659-055 Total Real Estate All Other Pron~rtvr Auer Cremation Services of PA, Inc. -Pre-Payment of funeral/cremation services Transamerica Life Insurance Co -IRA -Policy No. 02CBT129982 Total All Other Property 115,000.00 5,000.00 120,000.00 1,744.20 55,754.13 57,498.33 -2-