HomeMy WebLinkAbout08-05-08 (3)Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of George Robert Freistak, Deceased No. 21-08-0565
Date of Death May 7 , 2008
Social Security No. 168-48-3979
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 apposite 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/We verify that the statements made in this Inventory are true
and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn
falsification to authorities.
Personal Representative:
Name of
Attorney: Stephanie Kleinfelter
I.D. No.: 80089
Address: Keefer Wood Allen & Rahal, LLP
635 N. 12`h Street ,Suite 400
Lemoyne, PA 17043
Telephone: 717-901-7786
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Richard T. Freistak
601 Harding Street
New Cumberland, PA 17070
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Dated: ~11y 1 , 2008
Description
Sett Attached Sheets
Value
$ 475,364.75
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Attach Additional Sheets if neces
Total: $47
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NOTE: The Memorandum of real estate outsitle the c;ommonweaitn or rennsyrvania r
value of each item, but such figures should not be extended into the total of the Inventory.
Form RW -7 (Cumberland County -Rev. 9192)
RECEIPTS OF PRINCIPAL Page 1
Estate of George R. Freistak
As of 07/25/2008
Fiduciary
Assets Listed in Inventory Acquisition
(Valued as of date of death) Value
Cash on Hand
Charles Schwab Acct 6193-8709
Cash In Account $ 69,421.55
Charles Schwab Account No. 3455-6000
Cash $ 54,707.82
$ 124,129.37
Checking Accounts
PNC Bank, N.A.
Checking Account No. 51-4026-4916 31,517.28
Money Market Accounts
PNC Bank, N.A.
Money Market Account 51-3021-1853 21,813.72
Comrnon Stocks
Cisco Systems Inc. $ 7,897.50
300 Units
General Electric Company $ 59,040.00
'I ,800 Units
Pfizer Incorporated $ 6,027.00
300 Units
72,964.50
Mutual Funds
T Rowe Price Equity $ 26,186.55
1',005.628 Units
Vanguard Wellington Fund $ 138,036.55
4,309.602 Units
Fidelity Puritan Fund $ 33,275.59
1,827.325 Units
Oakmark Equity Income Fund $ 27,220.59
978.454 Units
224,719.28
RECEIPTS OF PRINCIPAL
Estate of George R. Freistak
As of 07/25/2008
Assets Listed in Inventory
(Valued as of date of death)
Refunds
Highmark Freedom Blue - Premium Refund
Miscellaneous Property
PA Treasury Department
- Recovery Of Unclaimed Property
l.lncashed Revenue Refund Check
Page 2
Fiduciary
Acquisition
Value
120.60
$ 100.00
TOTAL INVENTORY $ 475,364.75