HomeMy WebLinkAbout10-01-14 (4) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-14-0370
Robert W. Meyers
Personal Representative(s)of the Estate of Jacques D. Meyers
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- ) 2!� � �t✓
/ �
tory are true and correct. I understand that false stateF�Aepf W. Meyers
ments herein are made subject to the penalties of
18 Pa.C.S.§4904 relating to unsworn falsification to
authorities.
Attorney-- (Name) David J. Lenox (Supreme Court I.D. No.) 29078
(Firm)
(Address) 8 Tristan Drive, Suite 3, Dillsburg, PA 17019
(Telephone) 717-271-7175
DATE OF DEATH LAST RESIDENCE 12 Blue Mt.Vista Drive DECEDENT'S SOC.SEC.NO.
04/11/2014 Mechanicsburg, PA 17050
FIGURES MUST BE TOTALED
Personal Property_
Cash............................................................................................... 1,481,472.26
Personal Property........................................................................ ,1,9,263.00
Stocks/Listed................................................................................ C: _,Z) rn
Stocks/Closely Held..................................................................... c m c
ED -v ca — ca
Bonds............................................................................................ rn r, —� ('1 -0
Mutual Funds.......................................... „r"- rn rn rn
Partnerships and Sole Proprietorships ..................................... Z) s�
r':3 i -T1
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property
p Y........................................ 1l;990,735.M
Total Real Property................................................ 2,378,109.00
Total Personal and Real Property........................ 3,878,844.26
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
V�
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-14-0370
DATE OF DEATH LAST RESIDENCE 12 Blue Mt.Vista Drive DECEDENT'S SOC.SEC.NO.
04/11/2014 Mechanicsburq, PA 17050
Cash
Charles Schwab Account Number 62649058: 556,941.20
Erie Insurance(add'I refund): 41.00
Erie Insurance(refund): 11.00
Highmark(medical insurance refund): 731.93
Highmark(prescription drug plan refund): 47.06
Janney Montgomery Scott Account Number 4388-7670: 291,396.12
Mid Penn Homecare(refund): 250.00
PNC Bank Checking Account Number 5140042993: 67,179.22
PNC Bank Checking Account Number 5140163496: 64,408.60
PNC Bank Savings Account Number 5005372551: 407,714.10
ROBC Limited Partnership(refund): 1,528.54
Sale of 2000 Buick Park Avenue to CarMax: 2,000.00
Sale of 2006 Chevy Colorado Truck: 8,000.00
Sale of 2010 Pontoon Boat: 6,000.00
Sale of 600 shares of Rite Aid Corp.stock: 4,194.00
Santander Bank Account Number 1051081661: 37,146.17
Scott-Trade Account Number 55528674: 30,761.53
(Attach additional sheets if necessary) Total Personal Property and Real Estate 3,878,844.26
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-14-0370
DATE OF DEATH LAST RESIDENCE 12 Blue Mt.Vista Drive DECEDENTS SOC.SEC.NO.
04/11/2014 1 Mechanicsburg, PA 17050
Tax Allocation from sale of 12 Blue Mountain Vista closing: 1,802.79
US Treasury(2013 Tax Refund from IRS): 1,319.00
Total Cash 1,481,472.26
Personal Prope
Jewelry and Coins: 18,263.00
Misc. personal property and furnishings: 1,000.00
Total Personal Property 19,263.00
Real Estate
1204 Church Road, Mechanicsburg, PA: 138,900.00
17 Custer Drive, Lake Meade, East Berlin, PA(vacant lot): 170,000.00
237 Texaco Rd.,Mechanicsburg, PA 1,309,209.00
Post Office properties not included in inheritance tax return as exempt under Section 560,000.00
9111:
Sale of 12 Blue Mountain Vista, Mechanicsburg, PA: 200,000.00
Total Real Estate 2,378,109.00
-2-