HomeMy WebLinkAbout08-19-08 (2)
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA.
COMMONWEALTH OF PENNSYLVANIA ~ SS
COUNTY OF
File Number 21-08-0321
Personal Representative(s) of the Estate of DORIS G HUTTON
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 enld of this inventory.
[ verify that the statements made in this Inven- ~ o~.~ n ~_,(,~~
tory are true and correct. I understand that false state- --sue
ments herein are made subject to the penalties of DANEEN HUTTON, EXEC.
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
`/ JEFFREY S COHICK, EA (SupremeCourtLD.No.) N/A
tCL~Nit7?Itf (Name)
(Address) 390 ALEXANDER SPRING ROAD, CARLISLE, PA 17015
(Telephone) (717) 249-5321
DECEDENT'S SOC. SEC. NO.
GATE OF DEATH LAST RESIDENCE
3/13/08 770 S HANOVER ST ~~118, CARLISLE, PA 17013 210-44-6337
FIGURES MUST BE TOTALED
1. CHARLES SCHWAB FAMILY CASH RESERVES
2. AMERICAN PROGRESSIVE REFUND OF UNEARNED PREMIUM
3. CHAPEL POINTS CREDIT FOR ROOM & BOARD
4. CHAPEL POINTS ENTRANCE FEE REFUND
5. PA TAX REFUND
6. FEDERAL TAX REFUND
7. FEDERAL ECONOMIC STIMULUS
8. SCHEDULE B - STOCKS & BONDS -ATTACHED
!Attach additional sheets as needed)
55.532.41
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))
FornrRW-09 rev. 10.!3.06
23,567.69
312.78
157.50
29,966.67
59.00
142.00
600.00
~~.
REV-1503 EX+ (6-98) ~,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
ESTATE OF
DORIS G HUTTON 21-08-0321
All property jointly owned with right of survivorship must be disclosed on Schedule F.
VALUE AT DATE
ITEM
NUMBER
DESCRIPTION OF DEATH
~ HSBC FIN CORP CUSIP:40429XJU1 30,000 UNITS 30,356.88
2. JOHN HANCOCK VAR CUSIP: 41013NJ25 30,000 UNITS 30,620.70
3, SLM CORP CUSIP:78490FBF5 50,000 UNITS 43,685.05
4. FED NATL MTG CUSIP: 3136F3FK7 50,000 UNITS 50,015.63
5. BEAR STEARNS CUSIP: 073902KD9 30,000 UNITS 26,200.17
6. GENL MOTORS ACC CUSIP: 37042GZ82 50,000 UNITS 32,816.60
7, DISCOVER BANK NA CUSIP: 25467RLH4 30,000 UNITS 30,070.26
g. FIRSTBANK PR NA CUSIP: 337627GJ6 50,000 UNITS 49,744.70
g. 37 SHARES OF METLIFE STOCK CUSIP:59156R10 2,130.09
10. THRIVENT INCOME FUND A 55-7121048 2,617.09
11. THRIVENT INCOME FUND A 55-40047183 2,469.60
TOTAL (Also enter on line 2, Recapitulation) $ 300,726.77
(If more space is needed, insert additional sheets of the same size)