HomeMy WebLinkAbout09-13-13 INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-73-0262
RobeR L. Shannon,Jr.and Donna L. D'Agostino
Personal Representative(s)of the Estate of RObert L.Shannon
deceased,depose(s)and say(s)that the items appearing in the following inventory inGude 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 decedenYs 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- � R¢�� � �� ✓ � q ��Z/��
tory are true and correct. I understand that false state-
ments herein are made subjed to the penalties of R���a����t„L �������
18 Pa.C.S.§4904 relating to unswom falsification to � DOnna L. D'Agostino �.T
authorities.
Attomey- (Name) ,lames D. Bogar (Supreme Courtl.D.No.) 19475
�F�^"� Bogar�Hipp Law Offices
�A���1 One West Main Street.Shiremanstown, PA 17071
(Te�ephone) (717)737-8761
DATE OF DEATH IAST RESIDENCE The Bridges at Bent Creek DECEDENTS SOC.SEC.N0.
02N7I2013 Meehanicsbu PA 17050 �
FIGURES MUST BE TOTALED %_� '", ��i
o <:>
z; -�
Personal Prooertv z <'
�^ �.... r--'
Cash............................................................................................... �= �: �''36�327.6b
.. u> f. ,..
Personal Property........................................................................ �� , -�32,?28.6j
StockslListed................................................................................ , c:, -.. _..,
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StockslClosely Held..................................................................... ' � �, =+l
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Bo n d s............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ 68,a50.21
Total Real Property................................................ 780.000.00
Total Personal and Real Property........................ yy{g�,�p,�� ',
NOTE: The Memo2ndum of real estate oulsitle the Commonwealth of Pennsylvania may al Ne election of the personal representaGve inclutle the value of each
item,but such figures should not be ex[entletl iMO Ne toql of the Inventory.(See'20 Pa.C.S.§3301(b))
Fo�RW-09 r+e�.iar�-zoos
�V\
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTHOFPENNSYLVANIA } SS
COUNTYOF Cumberland } FileNumber 21-73-0262
DATE OF DEATH LAST RESIDENCE The Bridges at Bent Creek DECEDENTS SOC.SEC.N0.
02I17I2013 Mechanicsbu PA 17050 184-12-4324
�'r8811
C.I.A.Security-Refund of August monitoring fee 20.00
Comcast -Refund 32.50
Highmark-Alert Phartnacy refund 4.70
JC Taylor-Refund of insurance on Oldsmobile 75.00
Medicare-Alert Pharmacy refund 9.38
Members tst Federel Credit Union-Regular Savings Account No.50035-00. Date of 14.09
death balance 574.09.
Members 7st Federel Credit Union-Lifesavings Account No.50035-04. Date of death 4,000.35
balance 54,000.00;accrued interest$0.35.
Members 1st Federel Credit Union-Checking Account No.50035-11. Date of death 4,345.43
balance$4,345.32;accrued interest E0.11
Members 1st Federal Credit Union-Invesbnent Savings Account No.50035-05. Date of 6,046.36
death balance$6,045.83;accrued interest 50.53.
Members 1st Federal Credit Union-CD No.50035-50. Date of death balance$5,231.67; 5,232.36
accrued interest§0.69.
Nationwide-insurance payment for water dama9g 10,322.34
Nationwide-payment for rods and shears gqg,�7
Nationwide Insurance -Refund of homeowner's insurance premlum 433.00
Penn Waste-refund of August and September trash payment 25.74
The Bridges-partial refund of payment for February 2013 1,403.00
(Attach additional sheets'rf necessary) Total Personal Property and Real Estate 248,450.21
.. _
INVENTORY
REGISTER OF WIL�S OF CUMBERLAND COUNTY, PENNSYLVANiA
CdMMONWEALTH OF PENNSYLVANtA
couNTV oF Gumberland } $$ �ne Number 27-13-0262
onrE oF oenrri �.nsr�sro�ce rn$Brid�es at Bent Cr�ek oECEOerms soc sec.r+o.
02/17/2013 Mechanicsburp, PA 17d80 784-12-4324
Union Fidetity life-partiai re#und of premium 186.78
US Treasury-2012 Persanal Inoome Tax Refund 3,383.00
Tatal Cash 36,321.60
P�arnenai Pro�
Personal Property-items retained by beneflciaries,per attaohed appraisai. 13,350.80
Personal Properiy-items soid at auctian,inciudfng 197Q Oidsmabile CuUass{copy of 4&,778.61
title attacheti}. See attached dacumerrtation ftam Rawe's Auction Serv3ce.
Total Personal Property 32,126.&1
��
Real Eatate-Aii that ceRain piece or parcel of reaf estate having erected tt�ereon a 1$8,404.Q0
dwelling house being known and numbered as 95d W.Trindle Road,Mechanicsburg,
Pennsylvania. The propeRy was acquired by Robert L.Shannon and Mildred L.
Shannon,his wife,by daed dated October 1, 1965 and recorded October 1,1865 in the
Cumberiand CoaMy Recorder of Deeda Ol�ice,a copy af said deed being attashed
hereto and in¢orporated herein. The said Miidred l.Shannon died November 23,2001,
whereupon full and complete tltle to the withln descriped real estate became vested
solely in Robert L.Shannon,surviving sppuse,the Decedent herein. The above-
descflhed reaI�ta#e was sald pursuant ta an AgreemenE af Sale far Real EsYate,a
aopy af which is attached hereto and incorporated herein. Finai Settlement took place
on July 37,2013. Copies of the Seitlement Sheet,alang with the Deed conveying the
real property are attached hereto and inwrporated herein. Tha sale price o€tt�e raal
estate was$180,�.00.
Total Real Estate 7s0,000.OQ
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