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HomeMy WebLinkAbout01-29-10 (2). •~ i INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-09-0555 Jane Raber and Rodrick Richard Sweigart Personal Representative(s) of the Estate of Pauline M Sweigart deceased, depose(s) and say(s). that the items appearing in the following inventory include all of the personal assets wh rever situate and all of the real estate In the Commonwealth of Pennsylvania of Bald Decedent, that the valuation placed opp~te each .. _. item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent ed no real tate -; , outside of the Commonwealth of Penns Ivania exce t that which a ears in a memorandum at the end o r`~' y p pp i®nventor~ , ,~ X ~ .~ I verify that the statements made in this Inven- ~Q°~~~, ` r~i ° c~ :+~- ~'' ' tory are true and correct. I understand that false state- ane Raber ~~ r-x~ ~ ' ` .1 ments herein are made subject to the penalties of =, f 18 Pa.C.S. § 4904 relating to unsworn falsification to } __ .. authorities. ~ :~~ _,_, ~.. . _~ ,, r~ _~, Attorney - (Name) Amy M. MOya (Supreme Courtl.D. No.) 91402 (F"'n) Law Offices of Susan E. Lederer _ ____ (Address) 5011 Locust Lane, Harrisburg, PA 17109 ~ _ _ (Telephone) 717/652-7323 DATE OF DEATH LAST RESIDENCE 4837 E Trlndle Road, Apt. 1 O7 DECEDENTS SOC. SEC. NO. 04/02/2009 Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED Personal Prope 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 ......................... 74,903.27 250.00 132,007.71 157,339.08 364,500.06 364,500.06 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)) Foam RW-09 Rev. ra~3-loos INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } Jane Raber and Rodrick Richard Sweigart File Number 21-09-0555 Personal Representative(s) of the Estate of Pauline M Sweigart 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 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. Rodrick Richard Sweigart Attorney -- (Name) Amy M. ~IAoya ~ ~.. ~ ~ (Supreme Caurtl.D. No.) 91402 (F""') Law Offices of Susan E. Lederer (address) 5011 Locust Lane, Harrisburg, PA 17109 (Te-ephone) 717!652-7323 DATE OF DEATH IAST RESIDENCE 4837 E Trindle Road, Apt. 1 O7 DECEDENTS SOC. SEC. NO. 0410212009 Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED Personal Propertv Cash ............................................................................................... 74,903.27 Personal Property ......................................................................... 250.00 Stocks/Listed ................................................................................. 132,007.71 Stocks/Closely Held ...................................................................... Bonds ............................................................................................. 157 339 08 Partnerships and Sole Proprietorships ..................................... , . Mortgages and Notes Receivable ............................................... All Other Property ......................................................................... Total Personal Property ......................................... 364,500.06 Total Real Property ................................................ Total Personal and Real Property ......................... ~ 364,500.06 CUMBERLAND COUNTY, 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. § 3307 (b)) Form RW-09 Rey. ~a~s-zoos 1 REGISTER OF WILLS OF INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-09-0555 DATE OF DEATH LAST RESIDENCE 4837 E Trindle Road, Apt. 1 O7 DECEDENTS SOC. SEC. N0. 04/02/2009 Mechanicsburg, PA 17055 Cash Check from Allstate Insurance Company - (refund of renter's insurance policy) 16.00 Check from Country Meadows - (refund of rent) 4,586.67 Check from PA State Employees Retirement System - (final benefit payment) 162.77 Check from U.S. Treasury - (refund of Individual Federal Income Tax) 946.00 Checking Account No. 5140219525 -held at PNC Bank, titled to Pauline M. 23,500.54 Sweigart ($1.28 accrued interest) Money Market Fund -held at Morgan Stanley, Account No. 410 018185140, 13,125.85 titled to Pauline M. Sweigart Savings Account No. 5003816331 -held at PNC Bank, titled to Pauline M. 32,565.44 Sweigart ($13.20 accrued interest) Total Cash 74,903.27 Personal ProaertY Personal Property 250.00 Total Personal Property 250.00 Stock /Listed 1,040.766 units of Pioneer Fund A -held at Morgan Stanley, Account No. 410 28,027.83 018185140, titled to Pauline M. Sweigart ($26.93/NAV) 1,645.557 units of Van Kampen PA Tax Free Inc B -held at Morgan Stanley, 23,366.91 Account No. 410 018185140, titled to Pauline M. Sweigart ($14.201NAV) (Attach additional sheets if necessary) Total Personal Property and Real Estate 364,500.06 . ... INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANfA couNTY OF Cumberland } SS File Number 21-09-0555 DATE OF DEATH LAST RESIDENCE 4837 E Trindle Road, Apt. 107 oeceoEN 04/02/2009 Mechanicsburg, PA 17055 336 share of Exelon Corp -held at Morgan Stanley, Account No. 410 018185 140, titled to Pauline M. Sweigart ($46.67/share) 922 shares of Exxon Mobil Corp -held at Morgan Stanley, Account No. 410 018185 140, titled to Pauline M. Sweigart ($70.425ishare) Total Stock !Listed TS SOC. SEC. N0. 15,681.12 Bond 11,033.596 units of Van Kampen PA Tax Free Inc A -held at Morgan Stanley, Account No. 410 018185140, titled to Pauline M. Sweigart ($14.26/NAV) Total Bond ` 64,931.85 132,007.71 157,339.08 157,339.08 -2-