HomeMy WebLinkAbout06-17-08 (2)INVENTORY
REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA } SS
CouNTY of Cumberland
Gerald L Hempt
Personal Representative(s) of the Estate of ANNA F GERNERT
File Number 21-07-0918
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 the end of this inventory.
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of
18 Pa.C.3. § 4904 relating to unsworn falsification to
authorities.
Attorney ~•- (Name)
(Firm)
(Address)
(Telephone)
EDMUND G. MYERS
Johnson Duffie
(Supreme Court I.D. No.) 20558
301 MARKET STREET, LEMOYNE, PA 17043
(717) 761-4540
DATE OF DEATH ~ LAST RESIDENCE 5225 Wilson Lane DECEDENTS SOC. SEC. NO.
09/21/2007 Mechanicsburg, PA 17055 172-32-0587
FIGURES MUST BE TOTALED
Personal Property
Cash ...............................................................................................
Personal Property .........................................................................
Stocks/Listed .................................................................................
Stocks/Closely Held ......................................................................
Bonds .............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable ...............................................
All Other Property .........................................................................
Total Personal Property .........................................
Total Real Property ................................................
Total Personal and Reat Property .........................
547,729.04
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))
Fom, RW-09 Rey. io-~3-zoos
CUMBERLAND COUNTY, PENNSYLVANIA
L Hempt
92,214.09
16,180.12
380,287.62
59,047.21
547,729.04
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-07-0918
DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane DECEDENTS SOC. SEC. NO.
09/21/2007 Mechanicsburg, PA 17055 172-32-0587
Cash
Bethany Village Entrance Fee Refund
Coin Collection -Proceeds from Sale
Edward Jones Money Market Account
Farmers Insurance Group -Refund of Automobile Insurance
Farmers Insurance Group -Refund of Insurance
M8~T Bank Checking Account No. 950530363
MST Bank Estate Checking Account -Deposit Made to Account
Pennsylvania Emplyees Benefit Trust Fund
Hartford Leaders Annuity -Beneficiary: Estate
Total Cash
Personal Proae
Cordier Antiques -Proceeds from the Sale of Decedent's Jewelry
Costea's Auction Service -Proceeds from the sale of Decedent's personal
property
Turner Buick Company -proceeds from Sale of Automobile
Total Personal Property
34,653.00
1,792.00
10,404.00
202.10
71.69
4,381.82
2,263.13
133.53
38.312.82
92,214.09
2,533.1 Z
7,669.50
5,977.50
16,180.12
(Attache additional sheets if necessary) Total Personal Property and Reat Estate 547,729.04
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-07-0918
DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane DECEDENTS SOC. SEC. NO.
09/21/2007 Mechanicsburg, PA 17055 172-32-0587
Stock /Listed
EDWARD JONES INVESTMENT ACCOUNT NO. 896-08016 -Date of Death
Valution is Attached to this Return
2,060.0000 shares American Balanced Fund
779.0000 shares American Capital Income Builder
159.0000 shares American Capital World Growth 8~ Income
2,123.0000 shares American Income Fund
949.0000 shares American Investment Co of America
5,501.0000 Goldman High Yield Fund
5,259.0000 shares Goldman High Yield Municipal Fund
900.0000 shares Southern Co.
6,236.0000 shares Van Kampen High Yield Municipal Fund
Total Stock /Listed
Bond
United States Series EE Savings Bonds -Valued with Treasury Direct
Savings Bond Calculator and is attached to this Return
100.0000 shares Dauphin County Pa HAPSCO 5.5%
Accrued dividend on above item through date of death
41,550.20
51,452.95
7,542.96
44,922.68
34,638.50
43,622.93
56,586.84
33,183.00
66,787.56
380,287.62
24,746.18
10,753.00
84.03
-2-
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21-07-0918
DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane DECEDENTS SOC. SEC. N0.
09/21/2007 Mechanicsburg, PA 17055 172-32-0587
20,000.0000 shares PA HSG Financial Agency - 4.7%
50.0000 West Shore Area Hospital - 5.7%
Total Bond
18.494.00
4,970,00
59,047.21
-3-