HomeMy WebLinkAbout10-02-07 (2)
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
Sally Ruth Maurer
Personal Representative(s) of the Estate of
} SS
}
File Number
21-07 -0303
Kathryn B. WILSON
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 ec;lC~ item of said
inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no reCilI ~state outside of the
Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory." C .:..::
tory ~r~e::Je t:~~ t~~r~~~:e~uenn~:r~:~~ ~~~~i~II~:~~~te_ }-V~ 22;~~~ '...'
ments herein are made subject to the penalties of SaUy ~h Maurer ;,',)
18 Pa.C.S. S 4904 relating to unsworn falsification to }
authorities.
Attorney -- (Name)
(Firm)
(Address)
(Telephone)
EDMUND G. MYERS
Johnson Duffie
0(__\)
1'0
(Supreme Court /.D. No.) 20558
301 MARKET STREET, LEMOYNE, PA 17043
___n________________ _______ __ _____u_
(717) 761-4540
DATE OF DEATH
03/05/2007
LAST RESIDENCE 1465 Hillcrest Court
Camp Hill, PA 17011
FIGURES MUST BE TOTALED
DECEDENT'S SOC. SEC. NO.
189-03-4601
Personal Property
Cas h...............................................................................................
Personal Property...... .... ... .... ...... ... ...... ...... ...... ......... .............. ......
Stocks/Listed................................................................................ .
Stocks/Closely Held .... ... ...... .... ......... ...... ...... .... ....... ...... ...... .........
Bon ds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
A II Other Property. ....... ............... ...... .......... ........ .......... ........ ........
152,688.70
475.00
221,806.01
Total Personal Property........... ............ ..................
374,969.71
T ota I Real Property... ................................ .............
Total Personal and Real Property.........................
374,969.71 I
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. S 3301 (b))
Form RW-09 Rev. 10-13-2006
1...'7"
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21-07 -0303
DATE OF DEATH
03/05/2007
LAST RESIDENCE 1465 Hillcrest Court
Camp Hill, PA 17011
DECEDENT'S SOC SEC. NO.
189-03-4601
Cash
AARP Refund
40.03
Cash
301.55
Cash
185.63
Check Deposited into Account
13.57
Members First Certificate of Deposit Account 175519-45
3.284.92
Peerless Insurance - Rental Insurance Refund
24.92
Sovereign Bank Certificate of Deposit Account 0575138565
34.542.27
Sovereign Bank Certificate of Deposit Account 0575138755
12.339.97
Sovereign Bank Certificate of Deposit Account 2335253874
25,014.17
Travelers Insurance - Refund on Account
101.64
U.S. Treasury Department - 2006 Individual Income Tax Refund
170.00
United Health Care - Reimbursement of Benefits
29.52
Wachovia Bank Certificate of Deposit Account No. 247412051183362
76.640.51
Total Cash
152,688.70
Personal Property
1989 Buick LeSabre - Valued using Kelly Blue Book.com Valuation is attached
to th is Retu rn
475.00
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
374.969.71
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21-07 -0303
DATE OF DEATH
03/05/2007
LAST RESIDENCE 1465 Hillcrest Court
Camp Hill, PA 17011
Total Personal Property
DECEDENT'S SOC. SEC. NO
189-03-4601
475.00
Stock I Listed
4.419.8970 shares Franklin Tax Free Trust - PA Tax Free Income A
46.320.52
1.541.0000 shares Nationwide Financial Services Inc - CL A
82.250.88
8.830.5750 shares Putnam PA Tax Exempt Inc Fund - Shares Ben Interest
80.888.07
674.2050 shares Van Kampen Merr PA Tax Free Fund A - Cone
11.778.36
32.6350 shares Van Kampen Merr PA Tax Free Fund B - CL B
568.18
Total Stock / Listed
221.806.01
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