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Home My WebLink About06-13-14 (3) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-13-1077 - - Scott M. Stewart Personal Representative(s)of the Estate of James R. Stewart 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 that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that w '=app a dum at the end of this inventory. I verify that the statements made in this Inven- �5�fn�� ,��r� tory are true and correct. I understand that false state- Scott M. Stewart ments herein are made subject to the penalties of 18 Pa.C.S.§4904 relating to unsworn falsification to authorities. Attorney— (Name) Jennifer B. Hipp (Supreme Court/.D.No.) 86556 (Firm) Bogar and Hipp Law Offices (address) 1 West Main Street, Shiremanstown, PA 17011 (Telephone) 717-737-8761 DATE OF DEATH LAST RESIDENCE 325 Wesley Drive,Apt. 3104 DECEDENT'S SOC.SEC.NO. 0912412013 Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED Personal Property Cash............................................................................................... 34,142.01 Personal Property........................................................................ 9,000.00 Stocks/Listed................................................................................ ° 22,092 Stocks/Closely Held..................................................................... � ° T m Bonds............................................................................................ cl C�_ o� n rn MutualFunds................................................................................ 2 C� Z cn z --r o Partnerships and Sole Proprietorships ..................................... � w r rn Mortgages and Notes Receivable............................................... CD All Other Property........................................................................ o c 3 ,r Total Personal Property........................................ ~ 65, 34.08 - rh t rn ° -C _n Total Real Property................................................ 115,000.00 Total Personal and Real Property........................ 180,234.08 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.10-13-2006 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-13-1077 Apt. 3104 DECEDENTS SOC.SEC.N0. DATE OF DEATH LAST RESIDENCE 325 Wesley Drive, A p 09/24/2013 Mechanicsburg, PA 17055 Cash American Express -Refund 58.34 Asbury Communities, Inc. -Bethany Village refund 216.83 Asbury Communities, Inc. -Entrance Fee Refund - 7,791.40 Banker's Life&Casualty Company-Refund 289.00 Citizens Bank-Checking Account No.6100706842. Principal balance at date of death 22,157.82 $22,157.72;accrued interest$0.10. Citizens Bank-Savings Account No.6140168430. Principal balance at date of death 2,143.89 $2,143.86;accrued interest$0.03. Comcast-Refund 57.47 Comcast-Refund 16.73 Erie Insurance-Refund 59.00 Erie Insurance -Refund 113.50 Malpezzi Funeral Home-Refund of overpayment 203.67 Manulife-stock dividend check- This check was in the Decedent's possession at the 64.95 time of his death, but was not deposited until after his passing. The Sentinel -Refund 29.35 US Treasury-2013 Personal Income Tax Refund 874.00 Verizon -Refund 26.80 (Attach additional sheets if necessary) Total Personal Property and Real Estate 180,234.08 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } G COUNTY OF Cumberland } SS File Number 21-13-1077 DATE OF DEATH LAST RESIDENCE 325 Wesley Drive,Apt. 3104 DECEDENTS SOC.SEC.NO. 0912412013 Mechanicsburq, PA 17055 Washington National Insurance Company-Refund 39.26 Total Cash 34,142.01 Personal Property 2004 Volkswagon Jetta GLS-VIN#3VWSK69M44M078325. Per appraisal. 4,000.00 Knabe Baby Grand Piano-per appraisal 2,500.00 Personal Property-sold at private sale 2,500.00 Total Personal Property 9.000.00 Storlts/Listen 1,192.4430 shares John Hancock Investment-Stock 11,459.38 618.0000 shares Manulife Financial-Stock 10,632.69 Total Stocks/Listed 22,092.07 Real Estate Real Estate-All that certain piece or parcel of real estate having thereon erected a 115,000.00 dwelling house being known and numbered as 606 S. Market Street, Mechanicsburg, PA 17055. The property was acquired by James R. Stewart by Deed dated August 29, 1991 and recorded September 3, 1991 in the Cumberland County Recorder.of Deeds Office. A copy of said Deed is attached hereto and incorporated herein. The property was sold pursuant to an Agreement of Sale dated January 9,2014,a copy of which is attached hereto and incorporated herein. Final settlement took place on May 15, 2014. A copy of the Settlement Sheet and a copy of the Deed are attached hereto and incorporated herein. The sale price was$115,000.00. Total Real Estate 115,000.00 -2- r