Legal Document: In re the Estate of Shirley Jane Bishop, a/k/a Shirley J. Hansen-Bishop, a/k/a Shirley Hansen-Bishop, Deceased

On January 06, 2021 a Inventory Index #26 was filed involving a dispute between Vadnais, Dorothy, and for Formal Unsupervised in the District Court of Carlton County.

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09-PR-21-29
Filed in District Court
State of Minnesota
6/11/2021 11:04 AM

STATE OF MINNESOTA DISTRICT COURT

COUNTY OF CARLTON SIXTH JUDICIAL DISTRICT
Case Type: Probate

In RE the Estate of Court File No.1 09-PR-21-29

Shirley Jane Bishop
a/k/a Shirley J. Hansen-Bishop
and Shirley Hansen-Bishop INVENTORY

Decedent.

I, Dorothy Vadnais, am the Personal Representative of the Decedent’s Estate. The following is a
full, accurate and complete inventory and appraisement of property owned by the Decedent at the
time of her death. Unless otherwise stated, the values listed below and in the attached schedules
are the fair market values at the time of the Decedent’s death.

Total Value 0f Real Estate (from Schedule A) $0.00
Total Value of Stocks, Bonds and Securities (from Schedule B) $0 00
Total Value of Mortgages, Notes and Cash (from Schedule C) $137,497.30
Total Value of Miscellaneous Personal Property (from Schedule D) $0 00
Total Liens and Encumbrances (from Schedule E) $0.00
TOTAL NET VALUE 0F INVENTORY $137,497.30

I declare under the penalties for perjury that this Inventory, including all attached schedules, has
been examined by me and that its contents are true and complete to the best of my information,
knowledge, and belief. A copy of this Inventory has been mailed to: (check all that apply)

D the surviving spouse
Xall residuary distributees
D interested persons who have requested a copy
D creditors who have requested a copy /‘

Dated: 3’3) ‘3/
Dorothy Vddnais, Personal Representative

Attorney for Personal Representative:
ERHART LEGAL, LLC
William A. Erhart (ID#027066)
316 East Main Street
Anoka, MN 55303
Telephone: (763) 427-7800
Email: erhart@erhartlegal.com
09-PR-21-29
Filed in District Court
State of Minnesota
6/11/2021 11:04 AM

Court File No. 09—PR-21-29
Page: A-l
Schedule A: Real Estate

Include all Minnesota real estate owned by the Decedent. Separately identify the Decedent’s
homestead, if any. For assessed value, use the local assessor’s value assigned to the real estate.
For market value, use appraisal value unless assessed value is equivalent to market value. If special
use valuation of farm or business property will be elected for estate tax purposes for any item(s),
use that value for inventory market value and note the election in the description.

Also include any contracts for deed. For a vendor/obligee interest, show the value of the interest
at zero on this Schedule A and the contract balance on Schedule C. For a vendee/obligor interest,
fully describe and value the property on this Schedule A.

Describe any liens or encumbrances in detail in Schedule E, but list the amount associated with
each item of real property below. DO NOT reduce assessed value or market value amounts by the
amounts of any liens or encumbrances.

Description (Include, where applicable, the
Item street address and a complete legal Liens or
Assessed Value Market Value
No. description. If rural or farmland, include Encumbrances
total number of acres.)
Homestead:

TOTAL LIENS OR ENCUMBRANCES
FROM THIS SCHEDULE:
TOTAL MARKET VALUE OF REAL ESTATE:

D CHECK HERE IF ANY PROPERTY'S MARKET VALUE IS AN APPRAISAL VALUE.
Item number: [...] Appraiser name/address: [...]
Item number: [...] Appraiser name/address: [...]

CHECK HERE IF THE DECEDENT’S ESTATE CONTAINS NO REAL ESTATE.

Schedule A: Real Estate 12/2015
|
Estate of Shirley Jane Bishop
09-PR-21-29
Filed in District Court
State of Minnesota
6/11/2021 11:04 AM

Court File No. 09-PR-21—29
Page: B-l

Schedule B: Stocks, Bonds, and Securities

Include all stocks, mutual funds, U.S. Treasury bills, notes and bonds, and corporate, savings, or
municipal bonds. Indicate, where applicable, the number of shares, type of share or bond, face
value, the name and principal address of the corporation or entity for which the shares or bonds
relate, any CUSIP number, the dates of maturity, interest rates, and any other information affecting
the asset. Describe any liens or encumbrances in detail in Schedule E, but list the amount
associated with each item of property below. DO NOT reduce the market values of any items by
the amounts of any liens or encumbrances.

Description Market Value
11:3“ Enczlﬁlntfrgzces
l.
2.
3.
4.
5.
6.
7.
8.
9.
lO.
11.
12.
TOTAL LIENS OR ENCUMBRANCES
FROM THIS SCHEDULE:
TOTAL VALUE OF STOCKS AND BONDS:

g CHECK HERE IF THE DECEDENT’S ESTATE CONTAINS NO STOCKS OR BONDS.

Schedule B: Stocks, Bonds and Securities 12/2015
|
Estate of Shirley Jane Bishop
09-PR-21-29
Filed in District Court
State of Minnesota
6/11/2021 11:04 AM

Court File No. 09-PR-21-29
Page: C-l

Schedule C: Mortgages, Notes, and Cash

Include any mortgages that the Decedent owned, contracts for deed in which the Decedent was the
vendor/obligee, ﬁnancial institution or bank accounts and balances, and promissory notes or other
notes payable to the Decedent. Describe any liens or encumbrances in detail in Schedule E, but
list the amount associated with each item of property below. DO NOT reduce the market values
of any items by the amounts of any liens or encumbrances.

Item Liens or
Description Market Value
Na Encumbrances
1. Checking Account $0.00 $137,497.30
2.
3.
4.
5.
6.
7.
8.
9.
10.

12
TOTAL LIENS OR ENCUMBRANCES $0.00 $137,497.30
FROM THIS SCHEDULE:
TOTAL VALUE OF MORTGAGES, NOTES, AND CASH: $137,497.30

m CHECK HERE IF THE DECEDENT’S ESTATE CONTAINS NO MORTGAGES, NOTES,
OR CASH.

Schedule C: Mortgages, Notes, and Cash |
12/2015 Estate of Shirley Jane Bishop
09-PR-21-29
Filed in District Court
State of Minnesota
6/11/2021 11:04 AM

Court File No. 09-PR—21-29
Page: D-l

Schedule D: Miscellaneous Personal Property

Include all other property of the Decedent not speciﬁed on Schedules A, B, or C. This includes
the value of household goods, furniture, wearing apparel, as well as any motor vehicles and their
corresponding Vehicle Identiﬁcation Numbers (VIN). Also list any life insurance policies
speciﬁcally payable to the Decedent’s Estate, any business or partnership interests, refunds or
receivables, ﬁnal paychecks, machinery, or other equipment not otherwise reported on a different
schedule. Describe any liens or encumbrances in detail in Schedule E, but list the amount
associated with each item of property below. DO NOT reduce the market values of any items by
the amounts of any liens or encumbrances.

Item Liens or
Descri p tion Market Value
No Encumbrances

12
TOTAL LIENS OR ENCUMBRANCES
FROM THIS SCHEDULE:
TOTAL VALUE OF MISCELLANEOUS PROPERTY:

CHECK HERE IF THE DECEDENT’S ESTATE CONTAINS NO MISCELLANEOUS
PERSONAL PROPERTY.

Schedule D: Miscellaneous Personal Property |
12/2015 Estate of Shirley Jane Bishop
09-PR-21-29
Filed in District Court
State of Minnesota
6/11/2021 11:04 AM

Court File No. 09-PR—21-29
Page: E-l

Schedule E: Liens and Encumbrances

Show for all mortgages, liens and encumbrances the dates when the obligations arose, parties,
interest rates, terms and other relevant detail. For any contract for deed in which the Decedent was
a vendee/obligor, show the remaining contract balance. Show real property taxes separately for
each item shown on Schedule A. Show liens for any other taxes due, and other liens upon all of
the decedent's property, at the end of this Schedule. Where applicable, include interest and (for
taxes) penalties accrued to the date of death.

Schedule Item
Date of Death
Details of Lien or Encumbrance
Amount

TOTAL LIENS OR ENCUMBRANCES
FROM ALL SCHEDULES:

g CHECK HERE IF NONE OF THE DECEDENT’S PROPERTY WAS SUBJECT TO ANY
LIEN OR ENCUMBRANCE.

Schedule E: Liens and Encumbrances 12/2015
|
Estate of Shirley Jane Bishop

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Document for In re the Estate of Shirley Jane Bishop, a/k/a Shirley J. Hansen-Bishop, a/k/a Shirley Hansen-Bishop, Deceased

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