HomeMy WebLinkAbout04-14-10 (3)INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA ~ SS
COUNTY OF
COUNTY, PENNSYLVANIA
File Number 21
Personal Representative(s) of the Estate of RUSSELLA A. WERNER
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.
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SHARON A. ROSE, EXECUTRIX
Attorney -- (Name) HEATHER D. ROYER, ESQUIRE (Supreme Court 1. D. No.) 76327
(Address) 4431 N. FRONT ST.~ 3RD FLOOR HARRISBURG PA 17110
(Telephone) 717-234-2401
DATE OF DEATH
7/21 /2009
IAST RESIDENCE
310 LAMP POST LANE
PA 17011 X298-28-1818
FIGURES MUST BE TOTALED
310 LAMP POST LANE, CAMP HILL, CUMBERLAND COUNTY, PA 17011
INTEGRITY BANK MONEY MARKET ACCOUNT #XXXXX6950 WITH ACCRUED INTEREST
CITIZENS BANK CHECKING ACCOUNT #XX7UCX-35S-9 WITH ACCRUED INTEREST
CITIZENS BANK CHECKING ACCOUNT #Xx;XXXX-737-8 WITH ACCRUED INTEREST
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CITIZENS BANK MONEY MARKET ACCOUNT #3i;XXXXX-733-5 WITH ACCRUED INTEREST 96,296.SS
ORRSTOWN BANK CHECKING ACCOUNT #XXXXX864 WITH ACCRUED INTEREST 13,629.98
WACHOVIA BANK CAPITAL GROWTH ACCOUNT #XXXXXX0184227 WITH ACCRUED 11,355.89
INTEREST
(Attach additional sheets as needed)
_ TOTAL: l ,929,286.88
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))
DECEDENTS SOC. SEC. N0.
09 0740
Form RW-09 rev. 10.13.06
Continuation of Inventory
RUSSELLA A. WERNER 21 09 0740
Decedent Name Page 1 File Number
Description of Inventory
WACHOVIA BANK CHECKING ACCOUNT #XXXXXXX256787 WITH ACCRUED INTEREST 104.65
HERITAGE WEALTH BROKERAGE ACCOUNT #XXXXX5060 1,208,805.40
VARIOUS SAVINGS BONDS 54,879.46
M & T BANK MONEY MARKET ACCOUNT #XXXXXXXXX84695 WITH ACCRUED 54,014.87
INTEREST
PNC BANK SAVINGS ACCOUNT #XXXXXXX-4025 WITH ACCRUED INTEREST 144,648.51
PENNSYLVANIA EMPLOYEES STATE RETIREMENT PENSION 1,655.60
PA CREMATION SOCIETY BENEFIT 2,170.00
PSECU MONEY MARKET ACCOUNT #292-28-XXXX 6,735.86
PSECU REGULAR SHARE SAVINGS ACCOUNT 217.49
COMCAST REFUND 5.58
PERSONAL PROPERTY SOLD AT ESTATE AUCTION .1,020.40
TRAVELERS HOMEOWNERS' INSURANCE REFUND 373.00
FLOOD INSURANCE REFUND 86.00
Q & T PHONE LEASE REFUND 7.44
AMERICAN EXPRESS TRAVELERS CHECKS 670.00
2009 INCOME TAX REFUND 156.00
Subtotal $ 1,475,550.26
Grand Total $ 1,829,286.88