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HomeMy WebLinkAbout08-05-09 (2) ~ INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA ~ SS COUNTY OF CUMBERLAND File Number 21 08 1201 Personal Representative(s) of the Estate of THYRA GLADYS AKA THYRA R AND THYRA G WISE deceased, depose(s) and say(s) that the items appearing in the following inventory include all oi'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- ~~~~y~`~/ ~"~'v~~t~-~~ ~e~s~c.~ tory are true and correct. I understand that false state- LORETTA M HOFFMAN, EXE RIX ments herein are made subject to the penalties of 18 Pa. C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) DAVID H STONE, ESQUIRE (Supreme Court I.D. No.) 39785 (Address) 414 BRIDGE STREET NEW CUMBERLAND PA 17070- (Telephone) (717) 774-7435 DATE OF DEATH LAST RESIDENCE DECEDENTS SOC. SEC. N0. 607 ALLEN STREET 11/10/2008 NEW CUMBERLAND PA 17070- FIGURES MUST BE TOTALED 5658.665 shares Morgan Stanley-American Balanced B @ $13.860 each 1555.251 shares Morgan Stanley-American WA Mutual C @ $21.940 each n .-- c' z Morgan Stanley-Capmark Bank-CD ~'? .:~: ~J) ~.: L i Morgan Stanley-Cash MM Account Fund _" -~ Z Morgan Stanley-Discover Bank CD 15576.008 shares Morgan Stanley-Franklin High Yield Tax Free A @ $8.388 each 1710.65 shares Morgan Stanley-Van Kampen High Yield A @ $7.410 each (Attach additional sheets as 136, 757.35 12,675.92 196.90 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(6)) 78,429.14 ~,,, 34,122.21 ~;~,- ~~ _ ~. ~Ci 1''00 OQ0.00 1 cn .. ~ 9;303.20 . rv _~ = ~ ~ ~2QOO.OO Form RW-09 rev. 10.13.06 Continuation of Inventory T~YRA GLADYS AKA THYRA R AND THYRA G WISE 21 08 1201 Decedent Name Page 1 File Number Description of Inventory PNC Bank-Checking Acct #5140069811 Property located at 607 Allen St New Cumberland Cumberland County PA at assessed value $149,610 times CLR (1.26) Refund from Capital Blue Cross on premium Refund from Erie Insurance on homeowners insurance (changed to fire insurance) Refund from AARP on membership dues Refund from Commonwealth of PA on decedent's 2008 income tax return Furniture sold to Vintage Antiques USTreasury-social security check received 4, 526.18 188,508.60 216.30 430.00 21.00 32.00 370.00 805.00 Subtotal 13 194, 909.08