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
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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
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Form RW-09 Rev. ~o-~s-zoos
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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
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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
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