HomeMy WebLinkAbout05-13-14 INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-13-0907
Teresa Edwards
Personal Representative(s)of the Estate of Donald J Edwards, Jr.
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 whicoappears in a mrandum at the an of this inventory.XCAAJ
I verify that the statements made in this inven- `
tory are true and correct. I understand that false state- ga Edwards s
ments herein are made subject to the penalties of =;?"r �
18 Pa.C,&§4904 relating to unswom falsification to
authorities. rrT
Attorney- (Name) Michael L. Bangs (Supreme Cou`G No.) X1263';
(F enn) Bangs Law Office,LLC s- . �?
(Address) 429 South 16th Street, Camp Hill, PA 17011_
(Telephone) 7171730-7310
DATE OF DEATH LAST RESIDENCE 227 North 24th Street
FIGURES MUST BE TOTALED
Personal Prooertv
Cash__..................__.........................................___...................... 33,400.00
PersonalProperty........................................................................
Stocks/Listed................................................................................
StockslCioselyHeld.....................................................................
Bonds............................................................................................
Partnerships and Sole Proprietorships ..................................... 292,614.00
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ 326,014.00
Total Real Property................................................
Total Personal and Real Property........................ 326,014.00
NOTE. The memorandum of real estate outside the Commomreaith 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.G.S.§3301(b))
Form RW-e9 RQV 10.13-2006
r V
' INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-13-0907
DATE OF DEATH LAST RESIDENCE 227 North 24th Street
Csas i
1996 Four Wynne Horizon boat 1.000.00
Automobile-2005 Volvo 10,000.00
Automobile-1999 Volvo 11000.00
Automobile-2011 Ford 15,000.00
Automobile-2012 Genuine Buddy scooter 2,200.00
Automobile-2001 Ford Expedition 3,000.00
Automobile-2009 Vespa Monte Carlo scooter 1,200.00
Total Cash 33,400.00
Partnership Interests
SEWARDD,LUC-Decedent was the owner of a thirty-five(35%)percent Interest in the 6,614.00
limited liability company along with his wife and children at the time of his death.
Decedent started the company in 2010 and intended to use it as a vehicle to make
various investments,including real estate,over time for the benefit of his children. The
company operated solely at the time of decedent's death as a mechanism to receive
insurance commissions from referrals from a group of realtors who defendant had
established a relationship with which he hoped to expand over time. Unfortunately,his
death derailed those plans so partnership really never progressed and value is based
solely on K-1 earnings attached.
Stone and Edwards Insurance Agency,Inc.-Decedent was the sole shareholder of 286,000.00
Stone and Edwards Insurance Agency, Inc. All shares passed to his spouse pursuant
to the terms of the Will. The accountant who regularly represents the business has
performed a valuation which is attached evidencing the value of the corporation to be
$286,000.00.
(Attach additional sheets if necessary) Total Personal Property and Real Estate 326,014.00
' INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-13-0907
DATE OF DEATH LAST RESIDENCE 227 North 24th Street
Total Partnership Interests 292,614.00
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