HomeMy WebLinkAbout08-18-14 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21.14-0270
Jack L. Kapp
Personal Representative(s)of the Estate of Elverta M. Kapp
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 Penns ivania of said Decedent, that the valuation placed opposite each
item of said inventory represents its fair value as of the date o e decedent's death,and that Decedent owned no real estate
outside of the Commonwealth of Pennsylvania except that is app ar in a memor ndum 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- k L. Kapp
ments herein are made subject to the penalties of
16 Pa.C.S.§4904 relating to unsworn falsification to
authorities.
Attorney-- (Name) Samuel J. Trueblood (Supreme Court LD. No.) 17078
(Firm) Morrow, Tompkins, Trueblood & Lefevre LLC
(Address) 1288 Valley Forge Road, Suite 62,Valley Forge, PA 19482
(Telephone) 610 935-2780
DATE OF DEATH LAST RESIDENCE 709 Charles Street DECEDENTS SOC.SEC,NO.
03/10/2014 Mechanicsburg, PA 17055
FIGURES MUST BE TOTALED
Personal Property
Cash............................................................................................... 3,189.87
Personal Property........................................................................ 23;747.00
Stocks/Listed...............„............................................................... CD �n
Stocks/Closely Held.,... ...................... ........ CIO 70,
Bands............................................................................................ Z7
MutualFunds................................................................................ co
Partnerships and Sole Proprietorships ..................................... C%' 3c`
Mortgages and Notes Receivable............................................... 141317.40'= T
AllOther Property........................................................................ x'
Total Personal Property........................................ 174,253.87
Total Real Property....................... ...... ........._ 160,000.00
Total Personal and Real Property...... ......... 334;253:87
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.§330I(b))
Form RW-09 Rev 1043-2006
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-14-0270____,__
DATE OF DEATH LAST RESK)ENCE 709 Charles Street DECEDENYS SOO.SEC.NO.
03/10/2014 Mechanicsburq, PA 17055
CAST]
AAA-Membership refund 30.92
American General Life-Life Insurance proceeds on life of George Kapp 54,00
Bogar Law Office-Additional property tax refund 185.50
Borough of Mechanicsburg -Refuse bill pro-rate 0.13
Borough of Mechanicsburg/County of Cumberland -County/Borough tax bill pro-rate 247.62
refund
Comcast-Refund 28.92
Energy Services Providers- Pre-death refund on electric account 18192
Erie Insurance-Car insurance refund 761.00
Erie Insurance-Homeowner's insurance refund 92.00
Patriot News -Refund on cancellation 11.31
Trugreen-Refund on cancellation 200.46
US Treasury-Income tax refund 1,361.00
Verixon-Refund on termination of service 33.09
Total Cash 3,189.87
Personal PropaiU
2006 Toyota Camry-4 door,V-6,33,000 miles,sold privately for$15,500 15.500.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate 334.253.87
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-14-0270
DATE OF DEATH LAST RESIDENCE 709 Charles Street DECEDENTS SOC.SEC.NO
03/1012014 1 Mechanicsburq, PA 17055
Proceeds of Sale of Contents of House-Auction sale held at house by Chuck Bricker& 8,247.00
Mike Cease,Auctioneers;sale proceeds were$10,277 less auctioneer fee of$2,030
Total Personal Property 23,747.00
Mortgages/Notes Receivable
Promissory Notes-Decedent loaned her daughter Nannette G. Forney a sum of 140.000.00
$140,000, as evidenced by two Promissory Notes,signed by Nanette and dated
February 28,2012. No payments were made on either Note and$140,000 plus accrued
interest in the amount of$7,317 was due at date of death.
Accrued interest on above item through date of death 7,317.00
Total Mortgages/Notes Receivable 147,317.00
Real Estate
709 Charles Street,Mechanicsburg, PA-Decedent's real estate consisting of a single 160,000.00
family ranch style home sold on 7/2114 for$160,000; tax parcel#17-24-0789-222;
assessed value 162,700.
Total Real Estate 160,000.00
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