HomeMy WebLinkAbout05-12-09 (3)INVENTORY
REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA } SS
couNTY OF Cumberland }
Allan D. Shopp
File Number 21-08-1284
Personal Representative(s) of the Estate of Romayne I. Rupp
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 esttate
outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of th~?nventory. Fa
~~
I verify that the statements made in this Inven- // J~ ~~ `^ ~ ~, ~? ~
tory are true and correct. I understand that false state- } 6~4°- ~~ -~~~-
ments herein are made subject to the penalties of ~ Allan D. Shopp ~--' "'~
18 Pa.C.S. § 4904 relating to unsworn falsification to -~„
authorities. ~ _=~
Attorney - (Name)
(Fimt)
(Address)
(Telephone)
James D. Bogar
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(Supreme Court I.D. No.)
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~f'9475
Bogar ~ Hipp Law Offices
One West Main Street, Shiremanstown, PA 17011
717-737-8761
DATE OF DEATH I LAST RESIDENCE 222 Messiah Circle DECEDENTS SOC. SEC. N0.
12/20/2008 Mechanicsburg, PA 17055
FIGURES MUST BE TOTALED
Personal Progertv
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 .........................
88,549.34
0.00
8,920.92
97,470.26
97,470.26'
CUMBERLAND COUNITY, PENNSYLVANIA
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))
Form RW ~9 Rev. 10.132006
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-08;-1284
DATc OF DEATH LAST RESIDENCE 222 Messiah Circle DECEDENTS SOC. SEC. NO.
12/20/2008 Mechanicsburg, PA 17055
Cash
Bank of America -Certificate of Deposit No. *"""*"4983; date of dleath balance 15.753.17
$15,747.79; accreud interest $5.38
DRX Distribution Management -Bethlehem Steele Settlement 13.13
Erie Insurance -Refund of renters insurance premium 34.00
Genworth Life Insurance Co. -Refund of Long Term Care Premium 1.260.00
Highmark -Premium refund 216.69
Malpezzi Funeral Home -Refund of overpayment on account of funeral bill 66.23
PNC Bank, N.A. -Checking Account No. 5070202467; date of death balance 8,976.82
$8,976.17; accrued interest $0.65
PNC Bank, N.A. -Savings Account No. 5004884053; date of death balance 27.248.87
$27,215.18; accrued interest $33.69
PNC Bank , N.A. -Certificate of Deposit No. 11020047638; date alf death 10.094.63
bala~~ce $10,094.53; accrued interest $0.00
Provider Services -Refund 31.97
Sovereign Bank -Certificate of Deposit No. 1685312959; date o1` death balance 12.965.43
$12,540; accrued interest $425.43
U. S. Treasury - 2008 Personal Income Tax Refund 470.00
UBS Financial Services, Inc. -Account No. 1R 01284 T1 -Balance per attached 11,418.40
statement as provided.
(Attach additional sheets if necessary) Total Personal Property and Real Estate 97,470.26
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-08-1284
DATE OF DEATH LAST RESIDENCE 222 Messiah Circle DECEDENTS SOC. SEC. NO.
12/20/2008 Mechanicsburg, PA 17055
Total Cash 88,549.34
Personal Property
Personal Property -The Decedent had no personal property of any value.
Decedent had spent several years in a nursing home facility prior to her death.
Total Personal Property
Stock /Listed
932.1760 PNC Investments -Account No. 7224-3841; 932.1760 shares of IBlackrock Multi
State Municipal Series Trust PA Muni Bond Fund Class A
Total Stock /Listed
0.00
0.00
8,920.92
8,920.92
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