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HomeMy WebLinkAbout01-09-09 (2)INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS Elizabeth R. Vogel and Margueritte H, t Personal Representative(s) of the Estate of FII• CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-08-0485 p .. nrauar p situate and all of th(e)realestat(e)irih(hetCommonWealth o~PennsYlvlan amof saidnDeryceldentathatlthe 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 I estate outside of the Commonwealth of Pennsylvania except that whic~ears in a memory , m at the en f this inve~ I verify that the statements made in this Inven- (///1 .nry ~ I tory are true and correct. I understand that false state- L -' O ~-- menu herein are made subject to the penalties of ~ ElizabetK R. Vogel ~-"~~ ~ 18 Pa.C.S. § 4904 relating to unsworn falsification to -~~- authorities. t "'' --i `- , Attorney - (Name) Amy M. Moya ~ N (5m') Law Offices of Susan E. Lederer (Supreme Court I.D. No.) 91402 (Address) 5017 Locust Lane, Harrisburg, PA 17109 (Telephone) 717/652-7323 DATE OF DEATH LAST RESIDENCE 04/10/2008 106 Boyer Street DECEDENTS SOC. SEC. NO. Summerdale, PA 17093 FIGURES MUST BE TOTALED Personal Prooe Cash ................... ............................................... Personal Pro a ~~~~~~~~~~~""""""""" p rty ......................................................................... 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 Real Property ................... 2,206.71 45,725.55 47,932.26 47,932.26 NOTE: The Memorantlum of real estate outside the Commonwealm of Pennsylvania may, at the election of the personal representative inclutle the value of each item, but such figures should not be extended into the total or the Inventory. (Sea 20 Pa. C.S. § 3307(b)) FwmRW-OS Rev rp.rg2006 INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS Elizabeth R. Vogel and Margueritte H. 1 Personal Representative(s) of the Estata nr erc CUMBERLAND COUNTY, PENNSYLVANIA N File Number 21-08-0485~~ _`O R. deceased, depose(s) and say(s) that the items appearing in the followin invento ~ ~L' situate and all of the real estate in the Commonwealth of Penns Ivania of said Decedent, that the va ua I laced y 9 ry include all of the pgr oi~a asset~vhereyer '-' item of said inventory represents its fair value as of the date of the decedent's death, and that DecedleppT~~p vS-h_ ed no real esta(s, - ~ outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the enrgdf this inverRary sde eat I verify that the statements made in this Inven- fV - '' tory are true and correct. I understand that false state- } _ menu herein are made subject to the penalties of - - 18 Pa.C.S. § 4904 relating to unsworn falsification to } ~~ ~~~ "S~ authorities. H. Kling Attorney -. (Name) (Firm) (Adtlress) (Telephone) Amy M. Moya Law Offices of Susan E. Lederer 5011 Locust Lane, Harrisburg, PA 17109 7~~rcen ~~.,.. _-. 04/10/2008 (Supreme Court I.D. No.) 91402 LAST RESIDENCE 106 Boyer Street Summerdale, PA 17093 FIGURES MUST BE TOTALED Persona~ODem 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 Real Property ......................... SOC. SEC. N0. 2,206.71 45,725.55 47,932.26 47,932.26 NOTE The Memorantlum of real estate outsitle the Commonwealth of Pennsylvania may, at the election of the personal representative intlutle the value of each item, Dut such figures shoultl not be extentletl into the total of the Inventory. (See 2D Pa. C.S. § 3301(b)) Form RW-09 Rev t0-13-2oa6 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY - - - - -- _ _ ___ _ _-_ _ ,PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF Cumberland ) SS 04/10/2008 LAST RESIDENCE 106 Boyer Street Summerdale, PA 17093 Cash File Number 21-08-0485 DECEDENTS SOC. SEC. NO. check from Highmark (health insurance premium refund) 268.92 check from Highmark (prescription refund) 39.99 check from U.S. Treasury (stimulus payment) 300.00 Checking Account No. 51-4011-5494 -held at PNC Bank, titled to Elizabeth R. 1,097.80 Rishar (accrued interest x0.08) Household Goods 500.00 Total Cash 2,206.71 Stock /Listed 117.6100 shares Ivy Global Natural Resources A, -CUSIP No. 465897429, held at Waddell & Reed Account No. 00035562798, titled to Elizabeth R. Rishar 218.9870 shares Ivy International Growth A -CUSIP No. 465897502, held at Waddell & Reed Account No. 00035562798, titled to Elizabeth R. Rishar 1.542.0410 shares Ivy Mortgage Securities Fund A -CUSIP No. 465898526, held at Waddell 8 Reed Account No. 00035562798, titled to Elizabeth R. Rishar 668.7150 shares Waddell & Reed Advisor Asset Strategy Fund A -CUSIP No. 930057237, held at Waddell & Reed Account No. 00035562798, titled to Elizabeth R. Rishar 1,426.3170 shares Waddell & Reed Advisors High-Income Fund A -CUSIP No. 930057716, held at Waddell & Reed Account No. 0035562798, titled to Elizabeth R. Rishar 4,607.96 8.098.14 14,834.43 8.399.06 9,727.48 (Attach additional sheets if necessary) Total Personal Property and Real Estate 47.932.26 INVENTORY REGISTER OF WILLS OF CUMBERLAND... COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS File Number 21-08-0485 DATE OF DEATH LAST RESIDENCE 106 Boyer Street DECEDENTS SOC. SEC. NO. 04/10/2008 Summerdale PA 17093 1.420.3 i7"u shares Waddell 8 Reed Advisors High-Income Fund A - CUSIP No. 930057716, held at Waddell 8 Reed Account No. 000355562798, titled to Elizabeth R. Rishar 58.48 (Dividend declared 4/10/2008) Total Stock /Listed 45,725.55 -2-