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HomeMy WebLinkAbout09-14-10INVENTORY ~ __ ~:. REGISTER OF WILLS OF CUMBERLAND COUNTY, P ~(L~VIA~~ ~ ~: ~ r.r, ~~ ~-_~ r- _ __ COMMONWEALTH OF PENNSYLVANIA } SS ~: > G~ ~ - _" `~~_-~ COUNTY OF Cumberland } File Number 21-09-1188 ~ ~ N - ' Margaret L Maas A '~ Personal Representative(s) of the Estate of Anthony E Maas 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- ~ ~~~ ~,,,,. ~ l tory are true and correct. I understand that false state- ~ Margaret L aas ments herein are made subject to the penalties of Z a ~ Q 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) (Firm) (Address) (Telephone) Aaron C. Jackson Tucker Arensberca, P.C. (Supreme Court I.D. No.) 200490 111 North Front Street, Harrisburg, PA 17108-0889 717-234-4121 DATE OF DEATH LAST RESIDENCE 482 Woodcrest Drive DECEDENTS SOC. SEC. N0. 12112/2009 Mechanicsburg, PA 17050 114-34-3122 FIGURES MUST BE TOTALED Personal Pronertv Cash ............................................................................................... Personal Property ........................................................................ Stocks/Listed ................................................................................ StockslClosely Held ..................................................................... Bonds ............................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ........................................................................ Total Personal Property ........................................ Total Real Property ................................................ Total Personal and Real Property ........................ ~-49,142. 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)) 34,418.93 4,050.00 354.64 10,319.00 49,142.57 Form RW-09 Rev. 10-19-loos INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTY OF Cumberland } File Number 21-09-1188 DATE OF DEATH LAST RESIDENCE 482 Woodcrest Drive DECEDENTS SOC. SEC. N0. 12/12/2009 Mechanicsburg, PA 17050 114-34-3122 ~~h TD Bank USA -Deposit obligation (short-term, domestic) in TD Ameritrade Account #xxx019520, valued per portfolio statement as of 11/30/2009 Western Asset -Money Market Fund A, held in Smith .Barnet Account #xxx-15088 -'4611, valued per statement as of 11/30/09 Total Cash Parsonal Pranertr Automobile -1997 Mercedes-Benz E-320 sedan, valued per Kelley Blue Book online Total Personal Property TDAM Municipal -Municipal Portfolio Class A, held in TD Ameritrade Account #xxx019520, valued per portfolio statement as of 11/30/2009 Total Stock I Listed PA State Higher Ed - $10,000 face amount PA State Higher Educational Facilities Bond OID @ 99.087, coupon rate 4.3%, callable 03/01/11 @ 100, due 03/01/14, valued per Janney Montgomery Scott pricing Total Bond 33,415.40 1,003.53 34,418.93 4,050.00 4,050.00 354.64 354.64 10,319.00 10,319.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 49,142.57