HomeMy WebLinkAbout07-11-14 INVENTORY
i
i REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
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COMMONWEALTH OF PENNSYLVANIA
-r COUNTYOF Cumberland } ss File Number 21-13-0566
William R Meredith and Stephen D Meredith
I Personal Representative(s)of the Estate of William J.Meredith
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.
1 verify that the statements made in this Invert- �X/-���„f 7.g , �
tory are true and correct.1 understand that false slate- William R Meredith - (
ments herein are made subject to the penalties of 'y'o n�1p,��(7tanaA itfl -7/9 11 q
18 Pa.C.S.§4904 relating to unswom falsification to Steph n D Meredith
authorities.
Attorney— (Name) Linda J.Olsen Esq. (Supreme Court I.D.No.) 92858
(Firm) Hazen Elder Law
(Address) 2000 Linglestown Road,Ste 202, Harrisburg PA 17110
(Telephone) 717-540-4332
GATE OF OEATN LAST RESNENCE 165 Linn Dr DECEDENTS SOC.SEC,NO.
04/13/2013 Carlisle PA 17013
FIGURES MUST BE TOTALED
Personal Property
Cash............................................................................................... 121,461.54
PersonalProperty........................................................................
Stocks/Listed................................................................................ 69,074.87
Stocks/Closely Held..................................................................... n n
Bonds............................................................................................
MutualFunds................................................................................ C rn
Partnerships and Sole Proprietorships ..................................... 0� r— 7 z
LZ
Mortgages and Notes Receivable............................................... DCc6,�- — �. C7
AllOther Property........................................................................ ,n S6
Total Personal Property........................................ Y� 0,536.41W- r-
Total
;c`•-n-h
Real Property................................................ 135,000.00 �i
Total Personal and Real Property........................ �
NOTE: The Memorandum of real estate outside the Commumwalth of Pennsylvania may st the election of the personal representative Include the vahre of each
eem,but such figures Should rot ba oxtended Into the total of the Inventory.(See 0 Pa.C.S.§3301(b))
Fo+n RW-09 Nov io-r3.a
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-13-0566
DATE OF DEATH LAST RESIDENCE 165 Linn Dr DECEDENTS SOC.SEC.NO.
04/13/2013 Carlisle, PA 17013
Soh
M&T Bank-cking acct.#9843118929 31,576.07
M&T Bank-cking acct.#9843118929 88,495.27
Refund from Century Link 25.28
Refund from Dominion Retail 3.92
Refund from IRS-Treasury-2013 personal income tax 1,361.00
Total Cash 121,461.54
Stocks/Listed
M&T Bank Brokerage Acct.#AZD-821999 69,074.87
Total Stocks/Listed 69,074.87
Real Estate
Real Estate-165 Linn Dr.,Carlisle-see attached Agreement of Sale for settlement of 135,000.00
real property on July 31, 2014.
Total Real Estate 135,000.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate 325,536.41