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HomeMy WebLinkAbout04-28-15 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss File Number 21-13-0970 Kristine L Kraft and Kathryn L Johnson Personal Representative(s)of the Estate of Eugene R Hanson 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 fte ee d ofthi inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state Kristi a_ft ments herein are made subject to the penalties of ' c 18 Pa.C.S.§4904 relating to unsworn falsification to a, ry o son authorities. Attorney-- (Name) Mark A. Mateya (Supreme Court I.D.No.) 78931 (Firm) Mateya Law Firm (Address) 55 W. Church Avenue Carlisle PA 17013 (Telephone) 717-241-6500 DATE OF DEATH LAST RESIDENCE 33 Country Club Road DECEDENT'S SOC.SEC.NO. 09/06/2013 Carlisle, PA 17013 FIGURES MUST BE TOTALED Personal Property Cash.............................................:................................................. 381,883.92 Personal Property........................................................................ 55560.00 Stocks/Listed................................................................................ c= 301686.44P rn M Stocks/Closely Held..................................................................... a c7) n Bonds............................................................................................ r\)Mutual Funds................................... f�1 ............................................. rn co Partnerships and Sole Proprietorships C. Mortgages and Notes Receivable............................................... AllOther Property........................................................................ ;;i CID I— M r-- c.n C> Total Personal Property p Y........................................ "- 1,23$ 30.38 Total Real Property................................................ 161,020.00 Total Personal and Real Property........................ I 1,400,550.38 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 \ INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-13-0970 DATE OF DEATH LAST RESIDENCE 33 Country Club Road DECEDENT'S SOC.SEC.NO. 09/06/2013 Carlisle, PA 17013 �b Deibler Insurance Assoc-Homeowners Insurance coverage for residence 103.00 Erie Insurance-Refund on Auto Insurance 188.00 Erie Insurance-Refund on Auto Insurance 243.00 Exchange Bank-Money Market Account No. 607973 158,309.13 Exchange Bank-Checking account No. 739500 6,239.34 Fulton Bank-Interest bearing checking account No. xxxx5085 9,067.14 Great Western Bank-Checking account No. 100153620 14,512.48 Highmark Blue Shield-Reimbursement for ambulance bill 522.22 Metro Bank-Money Market Account No. 0833182496 114,551.19 PA Department of Revenue-2013 Personal Income Tax Refund 348.00 PNC Bank-Checking Account No. 5112023007 60,520.12 U.S.Treasury-2013 Personal Income Tax Refund 9,589.00 U.S.Treasury-Personal Income Tax Refund 7,691.30 Total Cash 381,883.92 Personal Property Auer Cremation Society - Pre-paid funeral expenses as of 11/10/10 1,835.00 Firearms&Miscellaneous memorabilia-See attached appraisal 553,405.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 1,400,550.38 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF Cumberland File Number 21-13-0970 DATE OF DEATH LAST RESIDENCE 33 Country Club Road DECEDENT'S SOC.SEC.NO. 09/06/2013 1 Carlisle, PA 17013 Gary Gibson-Sale of ammunition 320.00 Total Personal Property 555,560.00 Stocks/Listed Morgan Stanley -Investment Account No. 319-xxx571-096 255,828.84 Morgan Stanley-Investment Account No. 319-xxx195-096 46,257.62 Total Stocks/Listed 302,086.46 Real Estate Dwelling House and Lot-33 Country Club Road, Middlesex Township,Cumberland 161,020.00 County, Parcel ID#21-17-2692-042 Assessed value Total Real Estate 161,020.00 -2-