HomeMy WebLinkAbout10-22-10 (2)INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
--, ~_4 ~~
COMMONWEALTH OF PENNSYLVANIA } SS ,--,
COUNTY OF Cumberland } File Number 21-10-0271 ~`"~ ~ T'
_~ti-_ r--~ ~;
Donald A Fry -~
r
.... .
Personal Representative(s) of the Estate of Isabel F. Maxwell ~__ - - r~
-
deceased, deposes} 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 piac+ad opposli9 each
item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owrt~d no real estate
outside of the Commonwealth of Pennsylvania except that whic ppear ~ random 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- Donald A. Fry ~'
ments herein are made subject to the penalties of ~ ~~
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name)
(Firm)
(Address)
(Telephone)
George F Douglas, III Esq.
Salzmann Hughes, P.C.
354 Alexander Spring Road, Suite 1, Carlisle, PA
717-249-6333
(Supreme Court 1. D. No.) 61886
DATE OF DEATH LAST RESIDENCE 121 Walnut Bottom Road DECEDENT'S SOC. SEC. NO.
02/27/2010 Shi ensbur PA 17257 199-07-3152
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 ........................
206,895.50
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))
127,078.66
79,816.84
206,895.50
Form Rw ~9 Rev. 10-13-2006
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS Five Number 21-10-0271
DATE OF DEATH LAST RESIDENCE 121 Walnut Bottom Road DECEDENT'S SOC. SEC. NO.
02/27/2010 Shi ensbur PA 17257 199-07-3152
Cash
Centurytel, Inc. -refund 22.56
F&M IMA Account No. 30551500, Federated Prime Obligation Fund 10 103,500.03
Accrued interest on above item through date of death 7.29
F8~M Trust, Checking Account No.34-12083 62.60
F8~M Trust IRA No. 68551500, Federated Prime Obligation 1,755.53
Prudential -life insurance proceeds 1,000.00
4.7730 Vanguard Fixed Income -record date 02/26/2010; payable 03/01/2010 51.41
1,920.0780 shares Vanguard Fixed Income Securities -Fund GNMA INV, F&M Trust IRA No. 20,679.24
68551500
Total Cash 127,078.66
Stock /Listed
F&M Trust, Investment Management Account No. 30551500
2,318.5130 shares Federated Income Trust Fund 36 24,692.16
334.1600 shares Vanguard 500 Index Fund 40 34,094.34
1,952.6780 shares Vanguard Fixed Income -Securities Fund, GNMA INV 21,030.34
Total Stock I Listed 79,816.84
(Attach additional sheets if necessary) Total Personal Property and Real Estate 206,895.50