HomeMy WebLinkAbout10-15-12 (3)INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
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COMMONWEALTH OF PENNSYLVANIA } SS wit°'~';,' ~'~~~T
COUNTY OF Cumberland } File Number 21-12-0152 pRP!-~ ~ "
Susan Ann Lindsey
Personal Representative(s) of the Estate of JEAN O SHANDELMIER
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 verity that the statements made in this Inven- ~ ,~__ ~ /J ~~r
tory are true and correct. I understand that false state- Susan Ann Lindsey
ments herein are made subject to the penalties of
18 Pa.C.S. § 4904 relating to unswom falsification to
authorities.
Attorney - (Name) EDMUND G. MYERS
(Supreme Court I.D. No.) 20558
(Fin") JOHNSON DUFFIE
(Address) 301 MARKET STREET, Lemoyne, PA 17043
(Telephone) (717) 761-4540
DATE OF DEATH LAST RESIDENCE 130 Hummel Avenue DECEDENTS SOC. SEC. NO.
01/13/2012 Lemovne, PA 17043 198-24-1853
FIGURES MUST BE TOTALED
Personal Prooertv
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 ........................
119,600.00
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may at the election of the personal representative indude the value of each
item, but such flpurea should' not be eMended into the total of the Inventory. (See §0 Pa. C.S. § 3301(b))
89,438.44
173,061.22
49,471.82
19,279.00
14,871.96
Form RW-09 Rev. 10.13-2006
REGISTER OF WILLS OF
INVENTORY
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 21-12-0152
DATE OF DEATH UST RESIDENCE 130 Hummel Avenue DECEDENTS SOC. SEC. N0.
01/13/2012 Lemoyne. PA 17043 198-24-1653
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Internal Revenue Service - 2011 Federal Income Tax Refund 1,853.00
Members First Checking Account No. 56124-11 -Date of Death Letter from Member's 11,747.00
Firet is Attached to this Retum.
Members. First Investment Account No. 56124-05 637.48
Members Firet Regular Savings Account No. 56124-00 26,834.34
Prudential Insurance Company 8,300.00
Total Cash 49.471.82
Personal Properhr
2009 Honda Accord -Kelly Blue Book Valuation is Attached to this Retum. 15,589.00
Personal Property 3,690.00
Total Personal Property 19,279.00
Stocks/Listed
153.0000 shares CitiGroup Inc. -Valued using EstateVal Valuation. A copy is attached to this 4,857.32
Retum.
72.0000 shares Reinsurance Group of America, Inc -Valued using EstateVal. A copy of the 3.828.60
valuation is attached.
108.0000 shares Travelers Companies, Inc. -Valued using EstateVal. A copy of the valuation is 8,386.04
attached.
Total Stocks/Listed 14,871.96
(Attach additional sheets if necessary) Total Personal Property and Real Estate 292,661.22
REGISTER OF WILLS OF
INVENTORY
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-12-0152
DATE OF DEATH LAST RESIDENCE 730 Hummel Avenue DECEDENTS SOC. SEC. N0.
01/13/2012 Lemo ne PA 17043 198-24-1653
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5,413.9490 Dreyfus State Municipal Bond Fund -Dreyfus PA Fund-CIA -Valued using EstateVal. A 89,438.44
copy of the valuation is attached to this Return.
Total Bonds 89,438.44
Real Estate
Real Estate located at 130 Hummel Avenue, Lemoyne, Cumberland County, PA -
Assessed Value of Real Estate. Assessment is attached to this Return.
Total Real Estate
119,600.00
119,600.00
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