Loading...
HomeMy WebLinkAbout01-07-10 (3)INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS Paula SylvesteF- ~ Personal Representative(s) of the Estate of ~ James D. Bogar CUMBERLAND COUNTY, PENNSYLVANIA n P. Wickwire deceased, depose(s) and say(s), that the items appearing in the following inventory include all of the ersonal assets wherever situate and all of the real estate m the Commonwealth of Pennsylvania of said Decedent th item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned nd opposite each outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this invento I estate I verify that the statements made in this Inven- ry tory are true and correct. I understand that false state- } ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) (Firm) (Address) (Te/ephone) DATE OF DEATH 10/07/2009 17011 LAST RESIDENCE 509 Spring Run Drive Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED Personal Property 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 ......................... ~ Hipp Law Offices File Number 21-09-1082 (~~O IiC~ Paula Sylvester c:a One West Main Street, Shiremanstown, PA 717-737-8761 ,:~ .-` '`..J t"j~'~~ J'~=- (Supreme Cou~o.) .~ a --{. ~ , ~ ~` -..,.>I .. ~ .~~ , i. ~ .~ - i:_e 947b.'~a ,I _ ~~ t .~ DECEDENTS SOC. SEC. NO. 019-12-4942 405,625.50 394,816.80 800,442.30 800,442.30 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the valu item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(b)) e of each Form Rw Q9 Rev. 10-13-2006 INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS urn ~ c ~r utATH 10/07/2009 Cash CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-09-1082 LAST RESIDENCE 509 Spring Run Drive Mechanicsburg, PA 17055 DECEDENTS SOC. SEC. NO. 019-12-4942 Members 1st Federal Credit Union -Savings Account No. 293937-00; date of death balance $55 06; accrued i t 55 06 . n erest $0.00 . Members 1st Federal Credit Union -Certificate of Deposit No. 293937-41; date of death balance $30,168.22; accrued interest $9.12 30,177.34 Members 1st Federal Credit Union -Certificate of Deposit No. 293937-45; date of death balance $34,229.43; accrued interest $8.95 34,238.38 Members 1st Federal Credit Union -Certificate of Deposit No. 293937-46; date of death balance $30,190.20; accrued interest $10.32 30,200.52 Members 1st Federal Credit Union -Savings Account No. 10066-00; date of death balance $189.50; accrued interest $0.02 189.52 Members 1st Federal Credit Union -Checking Account No. 10066-11; date of death balance $13,732.39; accrued interest $0.29 13,732.68 Members 1st Federal Credit Union -Investment Savings Account No. 10066-05• date of death balance $0 26 ~ 0 26 . ; accrued interest $0.00 . Members 1st Federal Credit Union -Certificate of Deposit No. 10066-41; date of death balance $24,366.35; accrued interest $8.73 24,375.08 Members 1st Federal Credit Union -Certificate of Deposit No. 10066-49; date of death balance $63,450.15; accrued interest $32.33 63,482.48 Members 1st Federal Credit Union -Certificate of Deposit No. 10066-50; date death balance $63,447.11; accrued interest $32.33 °f 63,479.44 Members 1st Federal Credit Union -Swipe 5 Rebate 0.25 ~t47nL, ...d.A:a:_ _ _ ~ ,_ ____,.. , w,,,,,~,~„Q, „iCeLS it necessary) Total Personal Property and Real Estate 800,442.30 INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS unit Vr UtAIN 10/07/2009 Bond CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-09-1082 LAST RESIDENCE 509 Spring Run Drive DECEDENTS SOC. SEC. NO. Mechanicsburg, PA 17055 019-12-4942 Navy Federal Credit Union -Savings Account; date of death balance $22.73 22.73 Navy Federal Credit Union -Money Market Savings Account; date of death balance $10.00 10.00 Navy Federal Credit Union -Certificate of Deposit No. 016440606800-05; date of death balance $33,648.34 33,648.34 Navy Federal Credit Union -Certificate of Deposit No. 016440606800-07• date death balance $39,705.85 ~ of 39,705.85 Navy Federal Credit Union -Certificate of Deposit No. 016440606800-08• dat death balance $39,294.25 a of 39,294.25 PSECU -Regular Share Account No. 8947473230 (S01); date of death balan $5.14; accrued interest $0 00 Ce . 5.14 PSECU -Checking Account No. 8947473230 (S04); date of death balance $13,001.91; accrued interest $0.21 13,002.12 PSECU -Money Market Account No. 8947473230 (S07); date of death bala $9.66; accrued interest $0 00 nce . 9.66 PSECU -Regular Share Account No. 99825 (S01); date of death balance $742.60; accrued interest $0 06 . 742.66 PSECU -Certificate of Deposit No. 99825 (C50); date of death balance $19,247.95; accrued inte rest $5.79 19,253.74 Total Cash 405,625.50 Walnut Street Securities, Inc. -Account No. 5W8968898 394,816.80 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA couNrY of Cumberland } ss 10/07/2009 } File Number 21-09-1082 LAST RESIDENCE 509 Spring Run Drive Mechanicsburg, PA 17055 Total Bond DECEDENTS SOC. SEC. NO. 019-12-4942 394,816.80 -3-