HomeMy WebLinkAbout02-14-13GUARDIAN'S INVENTORY
COURT OF COMMON PLEAS OF
CUMBERLAND
ORPHANS' COURT DIVISION
COUNTY, PENNSYLVANIA
Estate of Corinne Martins Augusto l ~ an Incapacitated Person
' ®a Minor
No. 21-12-0976
Real Estate: (Location, by whom occupied and rental
terms, if applicable)
_. _ x ,
ww ~-- wsQ
cK cn m v x w Sub-Total for Real Estate:
o ~. , °- m
ca W ~ ~ ~
`~' aPet?;dnal Pr°op~'ty:
Wells Fargo Advisors, Inc. inherited tax-deferred returement account
T1AA-CREF inherited tax-deferred retirement account
TIAA-CREF inheritedtax-deferred retirement account
Metro Bank checking account (principal account)*
Metro Bank checking account (income account)*
*valued as of date account created
3. Jointly Held Property:
(SeJ jorlh real and personal property owned by the Incapacitated Person JOINTLY wish arty
other person(s). State whether held as tenants by the entireties; ijnot, whether (he righ! of
survivorship exists.)
Jointly Held Property
None
Estimated Value:
0.00
Estimated Value:
45,563.34
9,085.36
119,506.45
0.00
0.00
Estimated Value:
Farm G-04 rev. /0.!3.06 Page 1 of 2
Estate of Corinne Martins Augusto 1®an Incapacitated Person
' J®a Minor
4. Anticipated Assets:
(Se7 forth property of any kind expected to be acquired hereafteq Together with
anticipated date ofacquisition.J
Property Anticipated Dute
ajAcquisition
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 Personal Estate:
Estimated Value:
5,747.16
179,902.31
(Attach additional sheets if necessary)
TOTAL OF ITEMS 1, 2, 3, and 4 :.............................. 179,902.31
Commonwealth of Pennsylvania
County of Cumberland
ss.
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 Corinne 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, I under- )
stand that false statements herein are )
made subject to the penalties of )
18 Pa.C.S. § 4904 relating to unsworn )
falsification to authorities. )
i
~~ ~ ~~~
Gu rdian /
Guardian
Attorney for Guardian: James D. Cameron
Supreme Court I.D. No.: 58998
Address: 1325 North Front Street
Harrisburg, PA 17102
Telephone: (717) 236-3755
Form G-04 rev. !0.13.06 Page 2 Of 2
JAMES DURYEA CAMERON
ATTORNEY-Ai-LAW
1325 NORTH FRONT STREET
HAAAI$BURO, PENNSYLVANIA 171D2
LICENSED IN BOTH PENNSYLVANIA
AND MARYLAND
February 13, 2013
Office of the Register of Wills
CUMBERLAND COUNTY COURTHOUSE
1 Courthouse Square
Carlisle, PA 17013
TELEPHONES (717) 236-3755
FACSIMILE (7l7) 236-3655
Re: Corinne Martins Augusto, a minor c u ~, sr
No. 21-12-0976 m ~ rn ~ o
~ x n m <n a7
To Whom It May Concern: ~ ' ~ r i
i v~ 1-` ~n ~1
-~
~
You will find enclosed the original and one copy of an Invento>~51~ ~ .ay ~,
ab~e- ~ ~
referenced guardianship, together with my check
payable to "Register•`t~f~/ills" tn.the~n~unt
,
of $15.00, which we understand to be the filing fee for this document.~v 'i ,
^' ~- m
N to 0
F-+ -r~
Kindly file the original Inventory and return the date-stamped copy to me in the envelope
provided. Please contact my office if you have any questions. Thank you.
Sincerely,
_-.,-
~l
Jam 's .Cameron
JDC/sg
Enclosures
cc: Stephanie M. Ritter, Co-Guardian
Pamela Davies Smith, Co-Guardian
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RECI tDED OFFICE: ~#~ ~ - ~~._..,,~ ~~ ` ~,i~rty
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MES DURYEA CA viERON
ATTORNEY-AT-LAW
1325 NORTH FRONT STr 8ET
HARRISBURG, PENNSYLVANIA VIO2 '
t
Office of the kagister of 'Wills
CUMBERLAND COUI;TY COURTHOtiSE
1 Courthouse SI fuare
,Carlisle, PA 7013
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