HomeMy WebLinkAbout06-30-14 INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVADIIA
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COMMONWEALTH OF PENNSYLVANIA � Z + `�
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COUNTY OF Cumberland } ss File Number 21-13-0819 �-� '� W , �;
James D. Hughes - .
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Personal Representative(s)of the Estate of Joseph C. Bowen f7 �, `-�"� � � � `�i
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deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the personnal�assets wherever �
situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuat�n placed o{�site�c�
item of said inventory represents its fair value as of the date of th a ,and that Decedent owned no re'af�estate
outside of the Commonwealth of Pennsylvania except that w ' app rs' a m orandum at the end of this inventory.
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state- Ja ghes
ments herein are made subject to the penalties of �
18 Pa.C.S.§4904 relating to unsworn falsification to
authorities.
Attorney-- (Name) ROger B. IPwln Esq. (Supreme Court I.D. No.) 62$2
(Firm) Salzmann Hughes, P.C.
(Address) 354 Alexander Spring Road, Suite 1, Carlisle, PA 17015
(Telephone) 717-249-6333
DATE OF DEATH LAST RESIDENCE 7 Circle Drive DECEDENT'S SOC.SEC.NO.
07/08/2013 Carlisle, PA 17015
FIGURES MUST BE TOTALED
Personal Pro�ertv
Cash............................................................................................... 21,751.15
PersonalProperty........................................................................ 57,126.50
Stocks/Listed................................................................................ 17,538.48
Stocks/Closely Held.....................................................................
Bonds............................................................................................
MutualFunds................................................................................ 89.42
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ 96,505.55
Total Real Property................................................ 220,000.00
Total Personal and Real Property... . ; ;;: ,3�g��p$,�� '
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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.io-i3-zoos
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } ss File Number 21-13-0819
DATE OF DEATH LAST RESIDENCE 7 Circle Drive DECEDENTS SOC.SEC.NO.
07/08/2013 Carlisle PA 17015
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25-$2 bilis uncirculated-Found in safe deposit box 50.00
Airy View Storage-refund of security deposit for two storage units 110.00
AlaskaUSA Federal Credit Union, Relationship Checking Account 163795-70 4,943.85
AlaskaUSA Federal Credit Union,Share Savings Account 163795-10 45.05
Ball Corporation-payment for uncashed dividend checks 12.32
Bank of America-Cassese v.Washington Mutual, Inc.,Class Action distribution 11.32
Bank of America, Home Loan Account No.227326740-refund balance left in real estate 169.70
escrow account
Carlisle Propane-refund 32.85
Cash found in house 613.91
Cash in safe deposit box 1,198.00
Chase Bank-refund of credit balance 192.73
Commonwealth of Pennsylvania-unclaimed property 3,192.09
First National Bank of Mifflintown,Common Sense 50+Account No.3884 3,328.62
Accrued interest on above item through date of death 0.09
FTC v.Central Coast Nutraceuticals Settlement-settlement proceeds 12.26
Georgeson-replacement check for uncashed PALL checks 228.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate 316,505.55
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 21-13-0819
DATE OF DEATH LAST RESIDENCE � Circle Drive DECEDENTS SOC.SEC.NO.
07/08/2013 Carlisle PA 17015
Pall Corporation-payment for uncashed dividend checks for February and May of 2013 50.00
Pennsylvania Turnpike Commission-refund 2g,g2
PSECU,Share Account No.8438 54.57
Republic Services,Inc.-refund cancellation of York Waste service 28.00
Shipley Energy-refund of credit 56.06
Sirus XM Satellite Radio-refund 477.21
The Bank of Landisburg, Passbook Savings Account No.068495390 113.34
Accrued interest on above item through date of death 0.02
The Bank of Landisburg, Regular DDA Account No.714534 g2,25
The First National Bank of Mifflintown-refund from closed safe deposit box 0.57
USAA-refund of unused automobile insurance premium 86.55
USAA-refund of unused homeowners insurance premium 596.18
USAA,Subscriber Account No.001068522 6,036.69
Total Cash 21,751.15
Personal Pronertv
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1973 Convertible Volkswagen-VIN 1832944149,at proceeds of sale 1,000.00
2006 Carry On Trailer-VIN 4YMUL12196V028103,at proceeds of sale 500.00
2012 Volkswagen Passat-VIN 1VWCN7A36CCO23153,at proceeds of sale 20,000.00
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 21-13-0819
DATE OF DEATH LAST RESIDENCE � Circle Drive
Colt 32 pistol -at proceeds of sale 250.00
� Flint lock replica-at proceeds of sale 30.00
Household goods at proceeds of sale 12,895.00
Household goods at proceeds of sale 1,225.00
Household goods at proceeds of sale 17,393.50
Household goods at proceeds of sale 2,963.00
Sleigh-at proceeds of sale 750.00
Special Construction Trailer-VIN SW101240PA 50.00
Victor 32 pistol-at proceeds of sale 70.00
Total Personal Property 57,126.50
Stocks/Listed
8.0000 Ball Corp-Com 342.28
172.7700 shares Harleysville Group Inc. 10,366.20
100.0000 shares Pall Corp-Com 6,830.00
Total Stocks/Listed 17,538.48
Mutual Funds
3.9900 shares Fidelity Destiny Plans I-O; No.507 89.42
Total Mutual Funds 89.42
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-13-0819
DATE OF DEATH IAST RESIDENCE � Circle Drive DECEDENTS SOC.SEC.NO.
07/08I2013 Carlisle PA 17015
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Real estate situate at 7 Circle Drive,Carlisle, Middlesex Township,Cumberland Co., PA 220,000.00
-See HUD-1 attached
Total Real Estate 220,000.00
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