HomeMy WebLinkAbout06-19-12INVENTORY
REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA } SS
couNTY of Cumberland }
CUMBERLAND COUNTY, PENNSYLVANIA
File Number 21-11-0095
J. Avonelle Whitacre
Personal Representative(s) of the Estate of Emogene W. Truxal
Frances Emogene Truxal or Frances Emogene Whitacre Truxal
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 hich~a/ppears in a memorandum at the end of this inf~ventory.
I verify that the statements made in this inven- i~ ,l.Y ii mio ~~ ~Bi ~.. ~ .t< S=x ~ ~.
tory are true and correct. I understand that false state- J
menu herein are made subject to the penalties of
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Avonelle
Attorney -- (Name)
(Firm)
Jessica L. Fisher
(:iupreme Court l.D. No.) 310018
Keystone Elder Law P.C.
(Address) 555 Gettysburg Pike, Mechanicsburg, PA 17055
(Telephone) 717-897-3223
DATE OF DEATH LAST RESIDENCE 215 E. Hillcrest Drive DECEDENTS SOC. SEC. N0.
0110512011 Carlisle, PA 17013 191-20-0294
FIGURES MUST BE TOTALED
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 ........................
301,880.92
11,952.50
7ts,af,~.71
N ?l
~ '~7
L
207,3.60
~o `:;' ni
_~,
~ `'.:. T
~; -?i
;r
240~32.75'~ f~
NOTE: The Memorantlum of real estate outsitle the Commonwealth of Pennsylvania may at the election of the personal repmsentadve inGutle the value of each
item, but such figures shoultl not De eMentletl into the total of Ne Inventory. (See ~0 Pa. C.S. § 3301(b))
Fwm RWAH Rev. 1413-2006
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-11-0095
DATE OF DEATH LAST RESIDENCE 215 E. Hillcrest Drive DECEDENTS SOC. SEC. NO.
01/05/2011 Carlisle, PA 17013
5:3811
Allianz Annuity Cash Surrender Value XXXXX-0821
Allianz Annuity Cash Surrender value XXXXXX0822
Highmark Health Insurance Premium Refund
Lafayette Annuity Policy
Met Life IRA
Sovereign Bank account number xxxxxx3815
Sovereign Bank acct no.xxxxxx4476
Sovereign Bank acct no. xxxxxx6623
Sovereign Bank acct no. xxxxxx9618
Total Cash
Personal Property
2003 Pontiac Sunfire Coupe 2D sale -10,174 miles, Sold For E5100
2010 Personal Federal Income Tax Refund
2010 Personal State Income Tax Refund
2011 Fiduciary Tax Refund
Additional Personal Property sold at auction by Rowe- violin and china doll
Family Piano, not a known brand
56.798.11
113,255.21
521.87
28,945.55
7,645.25
2,772.32
1,984.47
62,246.15
27,711.99
301,880.92
5,100.00
140.00
126.00
782.00
1,460.00
400.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate 1,240,332.73
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-11-0095
DATE OF DEATH LAST RESIDENCE 215 E. HillCrest Drive DECEDENT'S SOC. SEC. NO.
01/0512011 Carlisle, PA 17013
Miscellaneous Personal Property Sold At Auction By Rowe's Auction Service
Total Personal Property
3,924.50
11,952.50
S}nr4g/1 ig4gr
246.0000 l
shares Directs Group Inc -Com
10,184.40
14,922.2400 shares Eaton Vance Investment Trust - PA Ltd Mat B 128,331.26
14,451.6400 shares Franklin Tax Free Trust - PA Tax Free Income A 142,637.69
6.096.2570 shares Fundamental Investors Inc 225,805.36
T. Rowe Price New Income Fund (PRCIX) 57,047.86
1,668.6980 shares Vanguard Fixed Income Securities Fund - GNMA Portfolio 17,636.38
11,988.9820 shares Vanguard PA Tax Exempt Fund -Long Taxex Adm 128,761.67
Vanguard through date of death accrued interest 82.37
216.0000 shares Verizon Communications -Com 8,136.72
Total Stocks/Listed
100 U.S. Savings Bonds
Total Bonds
718,825.71
207,673.60
207,673.60
-2-