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HomeMy WebLinkAbout11-22-11 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS 2011-0855 File Number Personal Representative(s) of the Estate of Anne W. Poole 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 apposite 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 mem um at the end o '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 unswom falsification to authorities. ~ Attorney -- ~ Elyse E. Rogers Sardis, Sullivan & Rogr#rs, 635 North 1 (Supreme Court I.D. No.) 41274 Suite 400, Lemoyne, PA 17043 (Telephone) 717-612-5801 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. NO. June 26, 2011 1512 Simpson Ferry Road, New Cumberland, PA 17070 141-16-3446 FIGURES MUST BE TOTALED SEE ATTACHED rn- O -T-1 (Attach addlt>tonal sheets as needed) 357,613.13 red c~ ~ ---- ~ . x rn~ r ;~ ~ -'-= t ~~ fV r^~+ t-n N :~~ t~ c:~ C~ ..,o ..:. _~~ ~ ~~~ N ~:. ~J'T G!~ ~"' 357,613.13 NOTE: The Memorandum of real estate outside the Commonwealth of Pemvsylvania 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)) Form RW-09 rev. 10.13.06 Estate of Anne W. Poole Date of Death: 06/26/2011 File No: 2011-0855 ATTACHMENT TO INVENTORY .1512 Simpson Ferry Road, New Cumberland, PA 17070 145,000.00 Columbia Diversified Bond Fund Class A (Ameriprise Financial Company) 48,185.48 Dividend declared prior to death on Columbia Diversified Bond Fund Class A 98.45 Fulton Bank Checking Account 3619-67129 8,528.57 Fulton Bank Checking Account 3632-28747 39,871.23 Fulton Bank Savings Account 0691-41270 400.00 Interest accrued to date of death on Fulton Bank Savings Account 0691-41270 0.06 Fulton Bank Money Market Account 9932-31248 7,050.52 Interest accrued to date of death on Fulton Bank Money Market Account 9932-31248 0.42 Fulton Bank CD Account 052-0182659 Matures 01/07/12 26,008.00 Interest accrued to date of death on Fulton Bank CD Account 052-0182659 21.39 Fulton .Bank CD Account 052-0224802 Matures 10/20/11 15,904.91 Interest accrued to date of death on Fulton Bank CD Account 052-0224802 36.91 Fulton Bank CD Account 052-0275975 Matures 07/20/11 15,972.39 Interest accrued to date of death on Fulton Bank CD Account 052-0275975 65.96 Fulton Bank CD Account 052-0259663 Matures 9/28/11 28,326.26 Interest accrued to date of death on Fulton Bank CD Account 052-0259663 166.63 Fulton Bank CD Account 052-0275969 Matures 2/12/12 17,833.61 Interest accrued to date of death on Fulton Bank CD Account 052-0275969 99.66 Misc. Household Items 850.00 Vehicle (1994) (Sale Price) 2,000.00 Comcast refund 47.39 PA Treasury Dept. -Annuity Payment PA State Employees Retirement System -final payment TOTAL 946.64 198.65 $357.613.13