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HomeMy WebLinkAbout08-20-13 (3) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS File Number 21 12 1294 Personal Representative(s)ofthe Estate of WENDY E HOWES 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 o ed o real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the e i in entory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- DAVID , CO UTOR ments herein are made subject to the penalties of 18 Pa.C.S. §4904 relating to unswom falsification to authorities. Attorney -- (Name) DAVID H STONE, ESQUIRE (Supreme Courtl.D.No.) 39785 (Address) 414 BRIDGE STREET NEW CUMBERLAND PA 17070- (Telephone) (717) 774-7435 DATE OF DEATH LAST RESIDENCE DECEDENTS SOC.SEC.NO. 26 KENSINGTON SQUARE 11/20/2012 MECHANICSBURG PA 17050 FIGURES MUST BE TOTALED 2007 Honda Odysse sold to Paui R ONeill on 2-4-13 12,000.00 Belco Community CU-Acct#892519 Checking S4 3,204.16 Beico Community CU-Acct#892519 MM S6 18,957.98 Belco Community CU-Acct#892519 Reg Savings S1 5.00 Belco Community CU-Acct#892521 Checking S4 1,507.61 Belco Community CU-Acct#892521 Regular Savings S1 5.00 �d ••�� ��1tl��39Y��'� Comcast-refund check 1���� '������� 213.12 �'� ����3 £� Z� l�d 4Z ��,'� ���� (Attach additional sh eets as needed) ..-� .� ��'�:; " ��� ,� ;, ; _. � ��i; �t�����`'��AL: 626,451.17 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 e�ctended into the total of the Inventory.(See 20 Pa.C.S.�3301(b)) Form RW-09 rev.10.13.06 � � Continuation of Inventory WENDY E HOWES 21 12 1294 Decedent Name Page 1 File Number Description of Inventory Edward Hamilton Bookseller Company-replacement cks 14.85 Erie Insurance-refund on car&home insurance 309.50 Hudson Valley Bank NA-uncashed check reissued 1,140.70 Internal Revenue Service-tax refund due from 1999 14,229.36 Princ$14,060.27 plus interest$531.34 minus PA Dept of Rev debt on prior tax yrs $362.25=$14,229.36 M&T Bank-Checking Acct#9846624626 5,864.63 Princ$5,864.63, Int$.02 M&T Bank-Checking Acct#9846624626-Accrued Int 0.02 M&T Bank-Savings Acct#15004200947826 29,015.94 Princ$29,015.94, Int$.44 M&T Bank-Savings Acct#150042�0947826-Accrued Int 0.44 Mass Mutual Financial Group-Life Ins#11018774 8,792•7� Owner is Wendy E Hawes, Insured is James A Decker-TOD is estate-Gross Value $11,850.00 plus Div Value$1,633.90 = $13,483.90 minus Loan Princ$4,539.25 and Loan Int$151.94= $8,792.71 Mass Mutual Financial Group-Life Ins#2459167 20,911.22 Owner is Wendy E Howes, Insured is Robert G Decker-TOD to estate-Gross Value $9,865.50, Div Yalue$11,045.72 Mass Mutual Financial Group-Life Ins#3020724 86,041.17 Owner is Wendy E Howes, insured is Robert G Decker-TOD is estate-Gross Value $24,659.20 plus Div Value$65,137.88= $89,797.08 minus Loan Princ$3,715.800 and Loan Int$40.11 =$86,041.17 Mass Mutual Financial Group-Life Ins#3842293 91,835.50 Owner is Wendy E Howes,lnsured is James A Decker-TOD is estate-Gross Value $53,276.00 plus Div Value$52,858.51 =$106,134.51 minus Loan Princ$13,853.51 and Loan Int$445.50=$91,835.50 Metro Bank-Checking Acct#536952195 2,367.43 subtotat S 260,523.47 Continuation of Inventory WENDY E HOWES 21 12 1294 Decedent Name Page 2 File Number Description of Inventory Morgan Stanley Smith Barney-CitiBank NA-Cash Acct 3,554.88 1350 shares Morgan Stanley Smith Barney-Invesco Van Kampen PA @$16.285 each 21,984.75 1300 shares Morgan Stanley Smith Barney-Nuveen PA Div Adv Muni @$15.650 each 20,345.00 PAWC-refund on service 14.28 Personal property sold at Cordier Auctions 25,046.69 at various times(net value) Property located at 26 Kensington Square 215,000.00 Hampden twp., Cumberland County, PA sold to Suzanne R. Chubb on May 30, 2013 Sanibel Beach Club Time Share in Sanibel Island FL 32,000.00 (1}Time Share Wk 46 (Unit 1A)to Robert G Decker Jr $4,000 (2)Time Share Wk 47 (Unit 2A)to Robert G Decker Jr $4,000 (3)Time Share Wk 49 (Unit 4B)to Robert G Decker Jr $4,000 (4)Time Share Wk 46 (Unit 1A)to James A Decker$4,000 (5)Time Share Wk 47 (Unit 2A)to James A Decker$4,000 (6)Time Share Wk 49 (Unit 4B)to James A Decker$4,000 (7)Tirne Share Wk 48 (Unit 7A)to Douglas Brown $4,000 (8)Time Share Wk 48 (Unit 7A)to Karen Smith Brown $4,000 Spink Inc-checks rec. from 2011 sales made by dec. 2,264.16 Unclaimed property proceeds check 9,825.07 subtotal S 330,034.83