HomeMy WebLinkAbout11-15-06
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: JAMES D. HANSEN
Date of Death: 10/26/2005
Will No. 2106-0083
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate :
1 . State whether administration of the estate is complete:
Yes No X
2 . If the answer is No, state when the personal
representative reasonably Relieves that the administration will be
complete : \tJ ( vl \l/:>
3 . If the answer to No. 1 is Yes, state the following:
a.
account with the Court?
Did the personal representative file a final
Yes No
b . The separate Orphans' Court No. (if any) for
the personal representative' s account is:
c . Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report.
Date: 10/9/2006
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David M. Frees. III
Name (Please type or print)
120 Gay Street
Phoenixville PA 19460
Address
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INVENTORY
Estate of JAMES D. HANSEN
No. 21 06 0083
Date of Death 10/26/2005
Social Security No. 391306570
also known as
, Deceased
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 Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attomey:
Personal Representative:
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David M. Frees, III
43962
1.0. No.:
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Address:
120 Gay Street
Phoenixville
PA 19460
Dated
Telephone: 6109338069
Description
Value
Stocks & Bonds
Closely-Held Corporation, Partnership or Sole-Proprietorship
Mortgages & Notes Receivable
Cash, Bank Deposits, & Misc. Personal Property
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Members First Certificate of Deposit Account #24929-
opened 1/18/00 - titled James D. Hansen - per attached
Members First Regular Savings Account #24929-00 - opened
8/12/1980 - titled James D. Hansen - per attached
Total
(Attach Additional Sheets if necessary)
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r-a, 762.92"-
226,145.52
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.
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Continuation of Inventory
JAMES D. HANSEN
21
06
0083
Page 1
Description of Inventory
Description
Members First Checking Account #24929-11 - opened 1/24/1983
titled James D. Hansen - per attached
Value
1,535.51
Members First Money Management Account #24929-05 - opened 10/10/85
titled James D. Hansen - per attached
19,750.41
Members First Certificate of Deposit Account #24929-49
opened 8/18/99 titled James D. Hansen - per attached
5,429.07
Miscellaneous Personal Property
1,000.00
1997 Rav 4 - sold
2,000.00
1999 Ford Ranger
1,800.00
Citzens Bank Circle Checking Account #610076-997-6 - per attached state hent
5,370.90
Real Estate
Gross Sale price of real property located at 814 N. Arch Street
Mechanicsburg, PA Cumberland County, Pennsylvania - per attached
settlement sheet
170,000.00
Subtotal $
206,885.89
226,145.52
Grand Total $