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HomeMy WebLinkAbout09-21-12 (2)r 'ti INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA ~ SS COUNTY OF CUMBERLAND File Number 2012 00740 Personal Representative(s) of the Estate of NETTIE A. MINNICH deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets where~r situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed osite each $ctn of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real es tside o>~e ~ n Commonwealth of Pennsylvania except that which appears in a memorandum at the end o is inventory. ~ t'*~ s/ Q -. 't7 Cry ccT~~ s N r-~~i r,'-I I verify that the statements made in this Inven- v? --' :.z-r ---, tory are true and correct. I understand that false state- C7 r_.' ` ~R` " ments herein are made subject to the penalties of Gerald tine 18 Pa. C.S. § 4904 relating to unsworn falsification to authorities. N ~.sr4~_r't rv `-'' S~ t~ Attorney -- (Name) Jacqueline A Kelly (Supreme Court I.D. No.) 91973 (Address) 845 Sir Thomas Court Suite 12 Harrisburg PA 17109 (Telephone) 717-541-5550 DATE OF DEATH LAST RESIDENCE 4905 E Trindle Road 12 DECEDENTS SOC. SEC. N0. 5 1 FIGURES MUST BE TOTALED American Funds American Balanced Fund CI F-1 (BALFX); 999.41 shs @ $18.86/sh 18,848.87 American Funds American High Income Trust Fund CI F-1 (AHTFX); 1,774.9 shs @ $10.84/sh 19,239.94 American Funds Capital World Bond Fund CI F-1 (WBFFX); 1,161.72 shs @ $20.82/sh 24,187.01 American Funds Capital World Growth and Income Fund CI F-1 (CWGFX); 4 368 87 134.55 shs @ $32.47/sh . ' American Funds US Government Securities Fund CI F-1 (UGSFX); 1,344.86 shs @ $14.56/sh 19,581.09 American Funds Washington Mutual Investors Fund CI F-1 (WSHFX); 374.51 shs @ $28.95/sh 10,842.12 Federated GNMA Trust Institutional Shares (FGMAX); 2,201.15 shs @ $11.50/sh 25,313.20 (Attach additional sheers as needed) TOTAL: 304,547.71 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. 10.13.06 ,(~ - - - _ _ `Lim _ _ _ - `+. Continuation of Inventory NETTIE A. MINNICH 2012 00740 Decedent Name Pa e 1 File Number Description of Inventory Fulton Bank Checking 3619-35548 13,491.96 Metro Bank Checking 0536572589 Liberty Bankers Life; Non-qualified Annuity A0000044558; Estate beneficiary TransAmerica Financial Advisors Brokerage Account 08H-224225; cash balance Country Meadows at Home; refund Quantum Diagnostics; refund Colonial Penn Life Insurance Company Policy OT73060809; Estate beneficiary 7,754.72 156,466.11 1,241.98 701.25 10.59 2, 500.00 subtotal S 182,166.61 Grand Total S 304,547.71