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HomeMy WebLinkAbout07-10-12 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland Donald L Lindsay and Cynthia K Hotchkiss Personal Representative(s) of the Estate of Rubv Mae Li =-=; :. cn 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 of this inventory. I verify that the statements made in this Inven- toryare true and correct. I understand that false state- ~ Donald L indsay ments herein are made subject to the penalties of ~ ~~~ G~ ~', ~ 18 Pa.C.S. § 4904 relating to unsworn falsification to C nthia K Hotchkiss authorities. Attorney -- (Name) (Firm) (Address) (Telephone) M~aprk~ A. Mateya ~^ (Supreme Court I.D. No.) 78931 55 W. Church Avenue, Carlisle, PA 717-241-6500 DATE OF DEATH LAST RESIDENCE g02 E Lowther Street DECEDENT'S SOC. SEC. NO. 11/20/2011 Carlisle, PA 17013 164-30-3295 FIGURES MUST BE TOTALED Personal ProRertx 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 ........................ 91,488.34 2,984.08 284,895.61 379,368.03 139,500.00 ~~ 518,868.03 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)) File Number e~.,7 C::'+ ~ ~'1 COUNTY, PE~ 1(LVA~A r; ='~` cA ~ ^ r -; 4 ("-- j f~ ~ ` r+ -~ ~ Y ~ ~ ('1'.! C.7~, - ~ ` r_' '__~ ~ 21-11-1285 C~ CJ -...~ Form RW-09 Rev. ~o-~s-zoos ~~~ l~ INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS File Number 21-11-1285 COUNTY OF Cumberland } Donald L Lindsa and C nthia K Hotchkiss Personal Representative(s) of the Estate of Ruby Mae Lindsay 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 w ~ch appears 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- Donald L Lindsay ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to Cynthia K Hotchkiss authorities. Attorney -- (Name) Mark A. Mateya (Firm) ~~T ,c,- Lcty- ~ ~ r.... ~. C. (Address) 55 W. Church Avenue, Carlisle, PA (Telephone) 717-241-6500 - DATE OF DEATH I LAST RESIDENCE 802 E Lowther Street 11/20/2011 Carlisle, PA 17013 FIGURES MUST BE TOTALED Personal Prog~Prtv 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 ........................ (Supreme Court I.D. No.) 78$31 DECEDENT'S SOC. SEC. NO. 164-30-3295 91,488.34 2,984.08 284,895.61 379,368.03 139,500.00 51$,868.03 NOTE: tem butsuchdflgures should ntot be extended Inrto tthe totalltof theenvent ry ~ (SeeY20 PaeC!Sc§ 3301(b))personal representative include the value of each Form FZtI{~ ~9 Rev. 10-13-2006 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS File Number 21-11-1285 COUNTY OF Cumberland DECEDENT'S SOC. SEC. N0. DATE OF DEATH LAST RESIDENCE g02 E Louther Street 164-30-3295 11/20/2011 Carlisle, PA 17013 ~~ 2,779.00 Chapel Pointe -Refund of Credit on Account Citizens Bank -Checking Account 6100727165 17,297.81 40,973.72 Citizens Bank -Savings Account 6140272505 Citizens Bank -Time Deposits Account No. 6140783577 6,450.63 DWS Investments -Strategic Government Sec Fund-C 10,943.67 5,095.52 DWS Investments -High Income Fund-C DWS Investments -Global Income Builder Fund-C 1,791.34 United Healthcare Insurance Company -Refund of Insurance Premium 194.25 32.40 United Healthcare Svs Inc -Refund of insurance premium US Department of Treasury -Personal Income Tax Refund for 2011 5,930.00 91,488.34 Total Cash Bond$ U.S. Savings Bonds -Series EE Issue Date 211996 $200.00 denomination. Serial No. 172.72 R115479520EE U.S. Savings Bonds -Series EE Issue Date 1/1996 $200.00 denomination. Serial No. 172.72 R115475873EE U.S. Savings Bonds -Series EE Issue Date 111996 $200.00 denomination. Serial No. 172.72 R115477628EE U.S. Savings Bonds -Series EE Issue Date 1211995 $200.00 denomination. Serial No. 172.72 R115472201EE Total Personal Property and Real Estate 518,868.03 (Attach additional sheets if necessary) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH LAST RESIDENCE 802 E Lowther Street 11/20/2011 Carlisle, PA 17013 File Number 21-11-1285 DECEDENT'S SDC;. Stt;. rvv. 164-30-3295 U.S. Savings Bonds -Series EE Issue Date 1211995 $200.00 denomination. Serial No. 172.72 R115474013EE U.S. Savings Bonds -Series EE Issue Date 1211995 $200.00 denomination. Serial No. 172.72 R115470359EE U.S. Savings Bonds -Series EE Issue Date 1111995 $200.00 denomination. Serial No. 174.16 R115466659EE U.S. Savings Bonds -Series EE Issue Date 1011995 $200.00 denomination. Serial No. 177.36 R115462946EE U.S. Savings Bonds -Series EE Issue Date 1011995 $200.00 denomination. Serial No. 177.36 R115464802EE U.S. Savings Bonds -Series EE Issue Date 911995 $200.00 denomination. Serial No. 177.36 R115459157EE U.S. Savings Bonds -Series EE Issue Date 911995 $200.00 denomination. Serial No. 177.36 R115461075EE U.S. Savings Bonds -Series EE Issue Date 711995 $200.00 denomination. Serial No. 177.36 R115453665EE U.S. Savings Bonds -Series EE Issue Date 611995 $200.00 denomination. Serial No. 177.36 R115450172EE U.S. Savings Bonds -Series EE Issue Date 611995 $200.00 denomination. Serial No. 177.36 R1154484338EE U.S. Savings Bonds -Series EE Issue Date 811995 $200.00 denomination. Serial No. 177.36 R115455438EE U.S. Savings Bonds -Series EE Issue Date 711995 $200.00 denomination. Serial No. 177.36 R115451879EE 177.36 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS File Number 21-11-1285 COUNTY OF Cumberland DECEDENT'S SOC. SEC. NO. DATE OF DEATH LAST RESIDENCE 802 E Lowther Street 164-30-3295 11/20/2011 Carlisle, PA 17013 U.S. Savings Bonds -Series EE Issue Date 8!1995 $200.00 denomination. Serial No. R115457337EE Total Bonds 2,984.08 goal Estate 139,500.00 Real Estate - 802 E. Lowther Street -Assessed Value Total Real Estate 139,500.00 All O her Property 6,500.00 Baltimore Life -Insurance Proceeds payable for Funeral Bill 278,395.61 Prudential Bank & Trust - SmartSolution IRA Total All Other Property 284,895.61 -3-