Loading...
HomeMy WebLinkAbout02-14-13GUARDIAN'S INVENTORY COURT OF COMMON PLEAS OF CUMBERLAND ORPHANS' COURT DIVISION COUNTY, PENNSYLVANIA Estate of Helena Martins Augusto l ©an Incapacitated Person ' ®a Minor No. 21-12-0975 1. Real Estate: (Location, by whom occupied and rental terms, if applicable) None ~ ~.: ~ ~ x ~ ~ ~ -, T m ,n ~ rn x ~ ~ ~ ~ti n ~ed ~a~e: n ~ ~ ~ x o ~ ova -zi m~ h ~ O C: ..,~ C7 ~ ~ N 1' 2+ ~ , -n Sub-Total for Real Estate: o.oo 2. Personal Property: Estimated Value: Wells Fargo Advisors, Inc. inherited tax-deferred remrement account 45,563.33 TIAA-GAFF inherited tax-deferred retirement account 9,085.33 TIAA-GAFF inherited tax-deferred retirement account 119,506.39 Metro Bank checking account (principal account)* 0.00 Metro Bank checking account (income account)* 0.00 *valued as of date account created 3. Jointly Held Property: Estimated Value: (Set forth real and personal property owned by the Incapacitated Person JOINTLY with any other person(s). State whether held as tenants by the emireties; rf not, whether the right of survivorship exists.) Jointly Keld Property None Form G-04 rev. 10.13.06 Page I Of 2 1~an Incapacitated Person Estate of Helena Martins Augusto ' I®a Minor 4. Anticipated Assets: (,Set forth property of any kind expected (o be acquired hereafter, together wi(h anucryated date of acquis711on.) Property Anticipated Date afAcquisiflon Fidelity Investments inherited tax-deferred retirement account (value based on PA Inheritance Tax Return for decedent; Co-Guardians working to gain possession and control) Sub-Total for Persona! Estate: (Attach additional sheets if necessary) TOTAL OF ITEMS 1, 2, 3, and 4 :............................. . Commonwealth of Pennsylvania County of Cumberland ss. Estimated Value: 5,747.16 ] 79,902.21 179,902.21 Stephanie M. Ritter and Pamela Davies Smith. Co-Guardians ,says that the foregoing is a full, Guardian true and complete Inventory of the Estate of Helena Martins Augusto the aforesaid Incapacitated Person or Minor; and that all of the information set forth herein is true and correct to the best of the Guardian's knowledge and belief. I verify that the statements made in this ) Inventory are true and correct. Iunder- ) stand that false statements herein are ) made subject to the penalties of ) 18 Pa.C.S. § 4904 relating to unsworn ) falsification to authorities. ) ~G~ , ~ ~~ C~/~! ua dian Guardian Attorney for Guardian: James D. Cameron Supreme Court LD. No.: 58998 Address: 1325 North Front Street Harrisburg, PA 17102 Telephone: (717) 236-3755 Form G-04 rev. 10.13.06 Page 2 of 2 JAMES DURYEA CAMERON ATTORNEY-AT-LAW 1325 NORTH FRONT STREET HARRISBURG PENNSYLVANIA 17102 LICENSED IN BOTH PENNSYLVANIA AND MARYLAND February 13, 2013 Office of the Register of Wills CUMBERLAND COUNTY COURTHOUSE 1 Courthouse Squaze Carlisle, PA 17013 Re: Helena Martins gugusto, a minor TELEPHONE: (717) 236-3755 FACSIMILE: (717) 236-3655 ca ~ ~ ~o h ~ ~m o ~ O m ~ O m z ~ m oo xF z~~ +-, nn -~ AG7 No. 21-12-0975 ~' ~ c, ~ -n ~ o c- ~ - ~ =` ra To Whom It May Concern: :9-roi '~ 11`- rn y. ~ co ,o You will find enclosed the original and one copy of an Inventory for the above- referenced guardianship, together with my check, payable to "Register of Wills", in the amount of $15.00, which we understand to be the filing fee for this document. Kindly file the original Inventory and return the date-stamped copy to ma in the envelope provided. Please contact my office if you have any questions. Thank you. Sincerely, ~• J es .Cameron JDC/sg Enclosures cc: Stephanie M. Ritter, Co-Guardian Pamela Davies Smith, Co-Guardian