HomeMy WebLinkAbout01-27-12INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
COUNTY, PENNSYLVANIA
File Number 21-11-0931
Jere D. Zimmerman
Personal Representative(s) of the Estate of Gerald R. Zimmerman
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 decedents death, and that Decedent owned no real estate
outside of the Commonwealth of Pennsylvania except that whi hap ears 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- J D. Zi me an
ments herein are made subject to the penalties of ~ ¢ a
18 Pa.C.S. § 4904 relating to unsworn falsification to - "'
authorities. ~ ~ C_., r
r ~ t't1 rV r'-+-i rv=
Attorne
Y - (Name)
Jennifer B. Hipp ~
(Supreme CouQ"6 ~• ~'' C
~655~ ' -'r,
(F""') Bogar and Hipp Law Offices -`~~ oo ~=
(address) 1 West Main Street, Shiremanstown, PA 17011 ~' ca
(Telephone) 717-737-8761 ~ `~'
DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane
Rm. 29 DECEDENTS SOC. SEC. N0.
08/24/2011 ,
Mechanicsbur PA 17055 172-01-5812
FIGURES MUST BE TOTALED
Personal Pro°ertv
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 ........................
142,309.29
1,900.00
53,526.77
51,500.00
151,191.78
400,427.84
404,427.84
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))
Form RW-09 Rev. ~o-is-zoos
INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 21-11-0931
DATE OF DEATH .LAST RESIDENCE 5225 Wilson Lane, Rm. 29 DECEDENTS SOC. SEC. NO.
08/24/2011 Mechanicsbur PA 17055 172-01-5812
~S.b
Bethany Village -Reimbursement 6,802.63
Erie Insurance -Renter's insurance refund 60.00
Members 1st Federal Credit Union -Savings Account No. 320925-00. Principal balance 6.91
at date of death $5.00; accrued interest $1.91
Members 1st Federal Credit Union -Certificate of Deposit No. 320935-62. Principal 5,361.43
balance at date of death $5,335.90; accrued interest $5.53
Members 1st Federal Credit Union -Certificate of Deposit No. 320935-63. Principal 6,458.51
balance at date of death $6,451.84; accrued interest $6.67
Members 1st Federal Credit Union -Certificate of Deposit No. 320935-65. Principal 5,461.14
balance at date of death $5,456.02; accrued interest $5.12
Members 1st Federal Credit Union -Certificate of Deposit No. 320935-66. Principal 11,110.13
balance at date of death $11,099.71; accrued interest $10.42
Members 1st Federal Credit Union -Certificate of Deposit No. 320935-67'. Principal 7,873.03
balance at date of death $7,865.15; accrued interest $7.88
Members 1st Federal Credit Union -Certificate of Deposit No. 320935-68. Principal 27,040.74
balance at date of death $27,022.01; accrued interest $18.73
PNC Bank -Certificate of Deposit No. 31300346953. Date of death balance $5,096.19; 5,097.94
accrued interest $1.75
PNC Bank -Checking Account No. 5070072774. Date of death balance $483.35; 483.35
accrued interest $0.00
PNC Investments -Account No. 001703109. Date of death balance $62,017.48. 62,017.48
Progressive Insurance -Automobile insurance refund 156.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate 400,427.84
REGISTER OF WILLS OF
INVENTORY
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
couNTY OF Cumberland } ss File Number 21-11-0931
DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane, Rm. 29 DECEDENTS SOC. SEC. N0.
08/24/2011 Mechanicsburg, PA 17055 172-01-5812
Transamerica Life Insurance Company - Long term care policy (July) 2,540.00
Transamerica Life Insurance Company -Long term care policy (August) 1,840.00
Total Cash 142,309.29
Personal Pronertr
1992 Mercury -VIN #2MECM75W1 NX735472. Sold at private sale.
Personal Property -sold at private sale
Total Personal Property
Stnc~s/l isterl
2,750.2262 shares Duke Energy -Stock
50.0000 shares MetLife -Stock
Total Stocks/Listed
U.S. Savings Bonds - 7 Series HH bonds (various denominations)
Total Bonds
M°rtyaQes/Notes Receivable
Susquehanna Conference (UMC) Loan Certificates -Date of death balance $150,000.00
+ $1,191.78 accrued interest
Total Mortgages/Notes Receivable
1,700.00
200.00
1,900.00
51,896.77
1,630.00
53,526.77
51,500.00
51,500.00
151,191.78
151,191.78
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