HomeMy WebLinkAbout01-16-15 (3) Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of LEWIS D SWARTZ No 21 — 13 — 1217
also known as Date of Death OCTOBER 23, 2013
Deceased
Shirley J Mellinger, Cathy L. Gipe and Robert L. Swartz
Personal Representative(s) of the above Estate, deceased, verify 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
Decedents 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/We verify that the statements made in this Inventory are
true and correct I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section
4904 relating to unswom falsification to authorities.
Attorney R. Thomas Murphy 7
e e
I.D. No.: 72989
Cathy ie
Address: 237 East Queen Street Dated January 15, 2015
Chambersburg, PA 17201
Telephone: 717-762-1032
Description Value
See attached. $448,053.51
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(Attach additional sheets if necessary) 'focal: $448,D53 5f""
NOTE:The Memorandum of real estate outside the Commonwealth of Pennsylvania may,at the election of personal rep-
resentative,include the value of each item,but such figures should not be extended into the total of the Inventory.
Estate of Lewis D. Swartz
Estate Inventory
Valued as of Date of Death
Cash & Cash Equivalents
Citizens Bank, Money Market
Savings Account No: 6236792562 $ 64,965.27
Citizens Bank, Revocable Trust
Checking Account No: 6300744497 507.21
Citizens Bank, Circle Gold Checking
Account No: 6234770189 35,694.48
Travelers Checks 280.00
Total Cash & Cash Equivalents $ 101,446.96
No. of
Shares Stocks
Proceeds from sale of Cumberland
Valley stock $ 160.00
2706 shs. Orrstown Financial,
common stock @17.13 per share 46,353.78
Total Stocks 46,513.78
Tangible Personal Property
Greencastle Livestock Auction, sale
of calves $ 7,398.63
EZ Recycling, salvaged 1991
Chevrolet Corsica auto 342.50
Gross proceeds from sale of 1974
Chevrolet dump truck 3,500.00
Gross proceeds from private sale of
1968 Pontiac auto 475.00
Appraised personal property taken in
kind by beneficiaries 1,733.00
Gross proceeds from public sale on
3/14/14 of wagon loads small items
and misc personal property 20,454.25
Gross proceeds from public sale of
farm equipment and vehicles on
3/26/14 178,418.50
Gross proceeds from public sale on 42,539.25
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Estate Inventory(Continued)
Tangible Personal Property
4/18/14 of guns, butcher equipment,
antiques and household contents
Gross proceeds from private sale of
1979 Chevrolet van 1,500.00
Total Tangible Personal Propert3 $ 256,361.13
Miscellaneous
Adams Electric Cooperative, capital
credit $ 152.98
CenturyLink, telephone refund 3.41
Greencastle Livestock Auction, sale
of cows 24,620.45
Erie Insurance Co., endorsement
credit 233.00
Erie Insurance, auto policy premium
refund 144.00
Everett Cash Mutual Ins., farmowner
premium refund 1,206.00
Everett Cash Mutual Insurance,
farmowner policy premium refund 343.00
US Treasury, 2013 federal income
tax refund 165.00
Pa Board of Finance & Revenue,
liquid fuels refund 279.92
Rain& Hail, crop insurance
premium refund ck dated 10/11/13 225.00
Retirement Provider,pro-rated
benefit for October 120.72
Rolling Acres, proceeds from sale of
straw, ck dated 10/11/13 1,152.00
Senior Health Insurance, long term
care refund 1,297.92
M&R Grains, sale proceeds of
shelled corn 10,737.96
Pa. R.E. Settlement Services,tax
pro-ration refund
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Estate Inventory(Continued)
Miscellaneous
6.96
Refund of pro-rated real estate taxes
on the property sold to John Nolt 920.03
Refund of pro-rated real estate taxes
from sale of property to Kim H.
Wenger 6.82
Refund of pro-rated real estate taxes
from sale of property to Brad
Gardner 11.94
Refund of pro-rated real estate taxes
on sale of real estate to Blevens L.
Zinn 675.13
Tuscarora Wayne Ins Co.,
fannowners policy premium refund 42.00
Tuscarora Wayne Insurance,
fannowners premium refund 26.00
Tuscarora Wayne Insurance,
farmowners premium refund 170.40
US Treasury USDA FCC, CCC,
crops fund 1,191.00
Total Miscellaneous $ 43,731.64
Total Inventory $ 448L453.51
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