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HomeMy WebLinkAbout06-25-14 (3) s M C) _ riQ INVENTORY 7 n � z z `� ;a ;y- .11 r"- N ill 171 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENN$&VA A ' CD C ~ r_ rrl COMMONWEALTH OF PENNSYLVANIA } SS C�J'1 O COUNTYOF Cumberland } File Number 21-13-1202 Kevin D. McConnell Personal Representative(s)of the Estate of Mary Elizabeth McConnell 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 which appears In a memorandum at the end of this inventory. I verify that the statements made in this Inven- >,A- Z tory are true and correct. I understand that false state- Kevin D. McConnell ments herein are made subject to the penalties of 18 Pa.C,S.§4904 relating to unswom falsification to authorities. Attomey-- (Name) Michael L. Bangs _ _ (Supreme Courtt.D. No.) 41263 (Firm) Bangs Law OfficeLLC (address) 429 South 18th Street, Camp Hill, PA 17011 (Telephone) 7171730-7310 DATE OE DEATH LAST RESIDENCE 412 Summit Street FIGURES MUST BE TOTALED Personal Property Cash............................................................................................... 198,043.46 Personal Property........................................................................ Stocks/Listed................................................................................ 23,343.11 Stocks/Closely Held..................................................................... Bonds............................................................................................ 42,708.00 Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... AllOther Property........................................................................ Total Personal Property....._......... ................._ 264,094.57 Total Real Property................................................ 237,456.00 Total Personal and Real Property........................ 501,550.57 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)) Far RW-09 Rev f0-13-2006 INVENTORY REGISTER OF WILLS OF _-CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-13-1202 DATE OF DEATH LAST RESIDENCE 412 Summit Street CABb Automobile-2004 Mercedes C240 sold to Craig V.McConnell 8,600.00 Everbank-Yield Pledge Checking Account 0.80 MST Bank-Checking Account 78,341.21 M&T Bank-Savings Account 105.340.86 Refund from USAA-homeowners insurance 311.24 State Employees Retirement System-final benefit 1,273.28 Subscription Services-Refund of newsletter by email 9.75 U.S.Treasury-Veterans Administration burial refund 289.00 USAA-Subscriber's Account allocation/distribution for 2013 3,683.22 USAA distribution 194.10 Total Cash 198,043.46 StnekstlListe d 46.6720 shares DWS Investment Service Company-The New Germany Fund,Inc. 1,063.65 1,376.1250 shares USAA-Precious Metals and Minerals Fund 22,279.46 Total Stocks/Listed 23,343.11 Ronel Savings Bonds-Three Series EE savings bonds 42,708.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 501,550.57 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-13-1202 _ DATE OF DEATH LAST RESIDENCE 412 Summit Street Total Bonds 42,708.00 Real Estat e Real Estate-410 Summit Street,Lemoyne(Tax Parcel No. 12-21-0265-002A). County 42,486.00 assessed value$43,800.00 times common level ratio factor(.97)equals fair market value of$42,486.00. Real Estate.412 Summit Street,Lemoyne(Tax Parcel No. 12-21-0265-002). County 194,970.00 assessed value$201,000.00 times common level ratio factor(.97)equals fair market value of$194,970.00. Total Real Estate 237,456.00 -2-