HomeMy WebLinkAbout10-04-12 (2)INVENTORY ~-~~'~~"G ~~~i~ QF
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REGISTER OF WII..LS OF Cumberland COUNTY, PENNSYL~;~~ -~ PM IZ~ 23
COMMONWFALTFI OF P~'NNSYLVANIA ~ ~
k;otlN~rY of Cumblerand ~
File Number
Pessonat Representative(s) of the Estate of Ruth H. Simons
deceased, depose(s) and say(s) that the items appearing in the following inventory inchxle all of the personal assets wherever situate
and all of the real estate in the Commortweahlt of Pennsylvania of said Decedent, that the valuation platxd opposite each item of said
inventory represents its fair vahu as of the date of the decedent's death, and that Decadent owned no real estate outside of the
Cornmanwraith of Pennsylvania except that which appears in a memorandtun at the std of this inventory.
I verify that the statements made ;n this Inven- ~ ~ J
tory are true and cxlrr+ect. I understand that false state. ~~.~.~^
merits herein are made subject to the peoelties of
18 Pa. C.S. ~ 4904 relating to unswom thlsification to ~ ~ Z
authorities.
Attorney -(Name) Melanie Walz Sk:arirtsti (Strpre-ne Cow~t I.D. No.) 88347
(Addrsssj 2000 Linkalesbowrn Rd.. Sfie 106 Harrisburg PA 17110
{Telephone) 71757-7770
r>A~ of o~~n+ usr ~
100 Media Road
FIGURES MUST BE TQTALED
1000 units of Boston Capital Tax Credit Fund 2LPS14 {$0.50/unit)
500 units of Boston Capital Tax Credit Fund 4LPS23 {y0.10/unit)
500 units of Boston Capital Tax Credit Fund 4LPS29 ($O.ZOJunit)
M8T Bank Checking Account No. 9845712091
Personal property located at Decedent's residence (appraised value)
(inducting 3 i 19.00 of coins)
Dickinson CoNege Trust Deposits 7/19/2011 and 10/31/2011
Social SectHity Income Direct Deposit 8/312011
edr~Afesta! aA~ as
soc. ~. ~.
5a.oo
50.00
100.00
6,531.25
3,617.00
94.76
911.00
N07E: 7Le Mdgorandmn of real estate outside the Comnwnvrglth of Pamsylvaoa may, at the election of the Persaul repnpd~iva include 1Le slue of each
item. Aiu suds f9gurcs should not be extended into the total oftlm Invmtetq. (Sra IO Pa C.S. ~' 3301(6/1
Fovea RW-09 nv 10.13.06
Continuation of Inventory
Ruth H. Simons 21 11 0802
Decedent Name Page ~ File Number
Description of Inventory
Edward Jones Account No. 896-12881-1-8: Money Market Funds 39,041.00
Cash in wallet ~ 85.00
Unclaimed Property -State of Florida. Dept of Financial Services 2,378.73
United Healthcare refund due to automatic payment withdrawn from checking account 32.40
Lehigh University Gift Annuity Check for July 2011 85.56
PA Dept of Revenue tax refund - 5/18/2012 288.00
Bankers Life/Casualty Co Refund
52.76
Edwards Jones Account no: 896-12881-1-8 Mutual Funds and Miscellaneous Securities I 422,992.39
U.S. Treasury -IRS tax refund
225.00
Subtotal S 465,180.84
Grand To+ar S 476,534.85