HomeMy WebLinkAbout12-31-08INVENTORY
REGISTER OF WILLS OF
COMMON~NEALTH OF PENNSYLVANIA ~ SS
COUNTY C)F
Personal Representative(s) of the Estate of Edna E. Brandt
COUNTY, PENNSYLVANIA
File Number 2008-00972
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 tn~e and correct. I understand that false state- ona ran xecu
ments herein are made subject to the penalties of
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) Elizabeth P. Mullaugh
(Address) 100 Pine Street, P.O. Box 1166, Harrisburg, PA 17108-1166
(Telephone) ~~ 17) 237-5243
DATE OF DE,4TH LAST RESIDENCE
FIGURES MUST BE TOTALED
SEE ATTACHED
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(Attach additional sheets as needed)
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TOTAL: ~ 264,514.50
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each
iteun, but such tigures should not be exta~ded into the total of the Inventory. (See 20 Pa. C.S. ,¢ 3301(6))
(Supreme Court LD. No.) 76397
Cumberland
264,514.50
Form RW-09 rev. 10.13.06
Estate of Edna E. Brandt
Estate Inventory
Valued as of Date of Death
Cash & Cash Equivalents
Capital Blue Cross, Refund of insurance
premium
Diakon Lutheran Social Ministries,
refund
Franklin Templeton Investments,
dividend check dated 07/31/2008
Franklin Templeton Investments,
dividend check dated 08/05/2008
PNC Bank Checking Account
#50-7007-7209
Interest at Date of Death
PNC Bank, interest check dated
07/25/2008 on Certificate of Deposit
#21001012536
PNC Bank, interest check dated
08/36/2008 on Certificate of Deposit
#21001012812
36,341.22 PNC Bank Certificate of Deposit #
31600285154
Interest at Date of Death
11,000 PNC Bank Certificate of Deposit
#21001012536
Interest at Date of Death
35,445.5 PNC Bank Certificate of Deposit
#31900325651
Interest at Date of Death
30,000 PNC Bank Cetificate of Deposit
#21001012812
Interest at Date of Death
PNC Bank Performance Money Market
Account #50-3006-4411
Interest at Date of Death
Wachovia Bank, interest check dated
07/18/2008 on Certificate of Deposit
#24-741-205-1198171
35,000 Wachovia Bank Certificate of Deposit
#247412101812942
Interest at Date of Death
Page 1
$ 116.49
108.70
43.14
56.00
4,643.85
0.29
24.94
79.99
36,341.22
9.20
11,000.00
9.97
35,445.50
20.77
30,000.00
12.23
52,326.18
38.84
115.55
35,000.00
37.31
(1)
Estate Inventory (Continued)
Face
Value Cash & Cash Equivalents
35,011.78 Wachovia Bank Certificate of Deposit
#247412051198171
Interest at Date of Death
Total Cash & Cash Equivalents
No. of
Shares Mutual Funds
2,196 Franklin U.S. Government Securities
Fund -Class A
1,143.248 The Hartford U.S. Government
Securities Fund - Y
Total Mutual Funds
Total Inventory
Page 2
$ 35,011.78
76.99
$ 240,518.94
$ 13,900.68
10,094.88
23,995.56
$ 264,514.50
(2)