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HomeMy WebLinkAbout05-01-14 (2) _ �.�-�.- x� . � �� -.-� �. �, � �-�...�� , INVENTORY � o �:.�� � � REGISTER OF WILLS OF CUMBERLAND COUNTY, PENI��VAN� m h rn Z' �+ �'' o � � c� -c cn �t ta r 3�, '� C'�1 �a �T'1 f'l'1 COMMONWEALTH OF PENNSYLVANIA Z � "" � � COUNTY OF Cumb�rland } SS File Number 21-13-1237 � n Q � � Q Janet F. Souder and James F. McConkey,Jr. ° � � � '� Personal Representative(s)of the Estate of James F. McConkey � "��r"� w `" ° � deceased,depose(s)and say(s)that the items appearing in the foilowing inventory inciude 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 pears in a memorandum at end of this inventory. I verify that the statements made in this Inven- Q�,�� �� � -�Q o�D/ tory are true and correct. I understand that false state- � �anet F. Soud r ments herein are made subject to the penalties of ..� -3�, _� 18 Pa.C.S.§4904 relating to unsworn falsification to � es F. McCon ,Jr. authorities. Attorney-- (Name) James D. Bogar (Supreme Court I.D.No.) 19475 �Fir"') gogar 8� Hipp Law Offices (address) One West Main Street Shiremanstown PA 17011 (Te�ephone) (717)737-8761 DATE OF DEATH LAST RESIDENCE 9 Sherwood Drive DECEDENTS SOC.SEC.N0. 10/22/2013 Mechanicsburq, PA 17055 183-24-3185 FIGURES MUST BE TOTALED Personal Propertv Cash............................................................................................... 92,608.08 Personal Property........................................................................ 3,143.50 Stocks/Listed................................................................................ Stocks/Closely Held..................................................................... Bonds............................................................................................ 29,040.00 MutualFunds................................................................................ 124,227.42 Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... AllOther Property........................................................................ Total Personal Property........................................ 249,019.00 Total Real Property................................................ 139,000.00 Total Personal and Real Property........................ '388,019,00 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-09 Rev.10-i3-2006 � �� ______ ..�� � .� ._.., � �-�, �,�.-� �,����.. ��,�: �� � � �, INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA couNrY oF Cumberland } SS File Number 21-13-1237 DATE OF DEATH LAST RESIDENCE 9 Sherwood Drive DECEDENTS SOC.SEC.N0. 10/2212013 Mechanicsburq, PA 17055 183-24-3185 �b M&T Bank-Checking Account No.58681973. Principal balance at date of death 62,717.43 $62,176.94;accrued interest$0.49. M&T Bank-CD#31003914396245. Principal balance at date of death$25,225.60; 25,225.71 accrued interest$0.11. United Water-Refund 23.94 US Treasury-2013 Personal Income Tax Refund 4,641.00 Total Cash 92,608.08 Personal Pronert� 2002 Chevrolet -VIN#1G1nD52J72M525137. Sold at private sale. 2,500.00 Personal Property-sold at auction 643.50 Total Personal Property 3,143.50 �4.�S�S Series EE US Savings Bonds-Values per attached Savings Bond Calculator. 29,040.00 Total Bonds 29,040.00 Mutual Funds Raymond James Financial Services, Inc. -Account No.48943151. 124,227.42 Total Mutual Funds 124,227.42 (Attach additional sheets if necessary) Total Personal Property and Real Estate 388,019.00 �,�.- .n �,� � �w� <�-,�.�.�,.;� ,.� §,: �.�.���-��.,��-�:�,��..���<� �.��������� � ,��.��. INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss File Number 21-13-1237 DATE OF DEATH LAST RESIDENCE 9 Sherwood Drive DECEDENTS SOC.SEC.N0. 10/22/2013 Mechanicsburq, PA 17055 183-24-3185 Real Estate Real Estate-All that certain piece or parcel of real estate having erected thereon a 139.000.00 dwelling house being known and numbered as 9 Sherwood Drive,Mechanicsburg, Pennsylvania 17055. The property was acquired by James F. McConkey and Mary Phyllis McConkey,his wife, by Deed dated September 6, 1977,and recorded September 8, 1977 in the Cumberland County Recorder of Deeds Office.A copy of said Deed is attached hereto and incorporated herein. The said Mary Phyllis McConkey died November 4,2010,whereupon full and complete title to the real estate became vested solely in James F. McConkey,the Decedent herein.The property was sold pursuant to an Agreement of Sale for Real Estate dated November 12, 2013,a copy of which is attached hereto and incorporated herein. Final settlement took place on January 15, 2014.Copies of the Deed conveying the real estate and the Settlement Sheet,are attached hereto and incorporated herein. The sale price of the real estate was $139,000.00 Total Real Estate 139,000.00 -2-