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Home My WebLink About06-08-11 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland File Number 21-11-0219 Paul L. Heishman, Frances L. Heishman, Joanne E. Henchbarger and Carl A. Heishman Personal Representative(s) of the Estate of Ruth R. Heishman 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 o~this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ~ ul L. Heis an panne E. Hegcht~~r ments herein are made subject to the penalties of ~ - ~_ _ L, ~~ ~i r~ 18 Pa.C.S. § 4904 relating to unsworn falsification to ~ Frances L. Heishman Carl A. Heishman authorities. ~ ~ 3 l .~ ~ ~ Attorney -- (Name) (Finn) (Address) (Telephone) James D. Bogar (Supreme Court I.D. No.) 19475 Bo ar & Hi Law Offices One West Main Street Shiremanstown PA 717-737-8761 DATE OF DEATH LAST RESIDENCE 203 Belaire Drive 01/24/2011 Shiremanstown, PA 1701 I FIGURES MUST BE TOTALED ~ Personal Prooertv Cash .........................:..................................................................... Personal Property ........................................................................ StockslListed ................................................................................ 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 ........................ DECEDENTS SOC. StG. rv0. 189-16-8895 rw~ 45,ff.'~.20 ~ ~ 1,887.00 ~ ~ ~ Z G'-> ~ -ern cn x t o~ -;:~E.: _~--1 ~-~ `~~CJ ar- ~~~~ n ` / -~ ~ ^y ?~ ~ D ~ ~~ .r~ 46,921.20 46,921.20 NOTE: Item butsuchf gures Should ntot be extended Intomhe t talltof thelnventory ~ (Seey20 PaeC ~S. § 3301(b))personal representative include the value of each Form RW-09 Rey. ~o-~s-loos INVENTORY REGISTER OF WILLS OF CUMBERLAND File Number COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH LAST RESIDENCE 203 Belaire Drive DECEDENT'S SOC. SEC. NO. 01/24/2011 Shiremanstown, PA 17011 189-16-8895 ~b AARP -Medicare Refund Aflac -Refund Apria Healthcare -Refund Belco Community Credit Union -Savings Account No. 623590-S1. Date of death balance $1,096.99. Accrued interest $0.43. U.S. Treasury - 2010 Personal Income Tax Refund Wachovia Bank -Checking Account No. XXXX8431. Date of death balance $3,350.91. Accrued interest $$0.08. Wachovia Bank -Checking Account No. XXXX8164. Date of death balance $3,076.31. Accrued interest $0.03. Wachovia Bank -Savings Account No. XXXX6039. Date of death balance $321.20. Accrued interest $0.01. Wachovia Bank -Safe deposit box refund Wachovia Bank/Vyells Fargo - IRA CD No. XXXX4971. (Part of Wells Fargo Account No. 3424-4367) Date of death balance $12,737.96. This account is referred to as IRA XXXX4971 on the attached February 28, 2011 letter from Wachovia Bank and as IRA/CD No. 257410080844971 on the Estate Valuation provided by Wells Fargo Advisors. Wachovia Bank was recently acquired by Wells Fargo. Wachovia Bank/VVells Fargo - (Part of Wells Fargo Account No. 3424-4367). This account is referred to on the February 28, 2011 correspondence from Wachovia Bank as IRA No. XXXX2344 and as IRA/CD No. 257410270822344 on the Wells Fargo Advisor Estate Valuation both of which are attached hereto and incorporated herein. This is a cash sweep account with a date of death balance of $248.79. 21-11-0219 32.40 503.75 9.22 1,097.42 600.00 3,350.99 3,076.34 321.21 43.75 12,737.96 248.79 (Attach additional sheets if necessary) Total Personal Property and Real Estate 46,921.20 INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS CUMBERLAND COUNTY, PENNSYLVANIA COUNTY OF Cumberland } File Number 21-11-0219 DATE OF DEATH LAST RESIDENCE 203 Belaire Drive DECEDENT'S SOC. SEC. NO. 01/24/2011 Shiremanstown, PA 17011 189-16-8895 Wells Fargo -Account No. 3424-4267. This is the mutual fund portion of this account. 23,012.37 Date of death value $23,012.37. Total Cash Personal Pronert~ Coins from Safe Deposit Box -Per attached appraisal. Personal Property -Sold at private sale Total Personal Property 45,034.20 287.00 1,600.00 1,887.00 -2-