HomeMy WebLinkAbout12-30-10 (3)INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
Lauren E. Bogar
Personal Representative(s) of the Estate of
Louise Polk
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deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal sets where~'r
situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite'~"ach
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- ~ a,~, ;, ~, a„9
tory are true and correct. I understand that false state- Lauren E. Boga
ments herein are made subject to the penalties of
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) Lauren E. Bogar (Supreme Court 1.D. No.) 205966
(F""') Bogar & Hipp Law Offices
(Address) One West Main Street, Shiremanstown, PA 17011
(Telephone) 717-737-8761
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COUNTY, PENNSYLVANIA
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File Number 21-10-1022 ~~ W
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 ........................
DATE OF DEATH LAST RESIDENCE 325 Bethany Drive DECEDENTS SOC. SEC. N0.
10/03/2010 Mechanicsbur PA 17055 201-03-5882
FIGURES MUST BE TOTALED
318,781.72
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. ~o-~s-loos
318,281.72
500.00
318,781.72
INVENTORY
REGISTER OF WILLS OF _ CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-10-1022
DATE OF DEATH LAST RESIDENCE 325 Bethany Drive DECEDENTS SOC. SEC. NO.
10/03/2010 Mechanicsburg, PA 17055 201-03-5882
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Janney Montgomery Scott -Investment Account #6687-7075. Date of death value 236,065.51
$235,788.22; accrued interest $277.29
M&T Bank -Certificate of Deposit #31003915188584. Date of death balance $11,475.09; 11,480.75
accrued interest $5.66
PNC Bank -Checking Account #500489163. Date of death balance $4,056.26. This 4,056.26
account was non-interest bearing.
PNC Bank -Savings Account #5005797955. Date of death balance $40,243.81; accrued 40,243.85
interest $0.04
PSECU -Regular Share Account S01. Date of death balance $52.42; accrued interest 52.42
$0.00
PSECU -Checking Account SO4. Date of death balance $877.32; accrued interest $0.00 877.32
PSECU -Money Market Account S07. Date of death balance $9,332.35; accrued interest 9,332.61
$0.26
PSECU -Certificate of Deposit C52. Date of death balance $5,856.00; accrued interest 5,856.32
$0.32
PSECU -Certificate of Deposit C53. Date of death balance $5,821.22; accrued interest 5,821.70
$0.48
Public School Employees' Retirement System -final prorated retirement benefit 494.98
payment
U.S. Treasury - 2009 Personal Income Tax Refund 4,000.00
Total Cash 318,281.72
(Attach additional sheets if necessary) Total Personal Properly and Real Estate 318,781.72
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-10-1022
DATE OF DEATH LAST RESIDENCE 325 Bethany Drive DECEDENT'S SOC. SEC. N0.
_ 10/03/2010 Mechanicsburg, PA 17055 201-03-5882
Personal Proms r~tv
Personal Property -Sold at private sale
Total Personal Property
500.00
500.00
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