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HomeMy WebLinkAbout08-27-13 (2) + INVENTORY REGISTER OF WILLS OF CUMBERI..AND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS File Number 21 12 00641 Personal Representative(s)ofthe Estate of NANCY J. PAYTON 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 ne3eal estate o de `' F��� af t�s r Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inva�o�? - , ' il � - f'tl c', �' , -" I verify that the statements made in this Inven- �� � ' � ~ r�„ �; tory are true and correct. I understand that false state- ��ARON KELLY, EXECUT �'} � : 4 ments herein are made subject to the penalties of °- � r " '' 18 Pa.C.S. §4904 relating to unswom falsification to � � ` ' _� ._ t..., authorities. � � - : � � =:i � "" Attorney -- (Name) DAVID R. GETZ, ESQUIRE (Supre�e Court I.D.�'y.) 3`48�� (Address) WIX, WENGER&WEIDNER, PO BOX 845 HARRISBURG PA 17108 (Telephone)(717)234-4182 DATE OF DEATH LAST RESIDENCE DECEDENTS SOC.SEC.N0. 906 BONNY LANE 6/2/2012 MECHANCISBURG PA 17055 378449357 FIGURES MUST BE TOTALED EDWARD JONES INVESTMENT ACCOUNT NO. 242-96229 316,965.55 EDWARD JONES INVESTMENT ACCOUNT NO. 242-10534 211,052.95 EDWARD JONES INVESTMENT ACCOUNT NO. 270-12207 444,833.94 EDWARD JONES INVESTMENT ACCOUNT NO. 270-94370 7,465.59 EDWARD JONES INVESTMENT ACCOUNT NO. 270-94677 16,444.13 CASH ON HAND 6,406.00 PNC BANK CHECKING ACCOUNT NO. XXXX4177 16,239.76 (Attach additional sheets as needed) TOTAL: 1,433,538.76 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 totat of the Inventory.(See 20 Pa.C.S.§3301(b)) Form RW-09 rev.10.13.06 ' Continuation of Inventory �IANCY J. PAYTON 2 1 12 00641 Decedent Name Page 1 File Number Description of Inventory PNC BANK SAVINGS ACCOUNT NO. XXX1588 15,519.56 USAA SAVINGS ACCOUNT XXXX2179 31,759.54 USAA CERTIFICATE OF DEPOSIT X�CX5421 15,073.25 USAA CERTIFICATE OF DEPOSIT XXXX5423 18,284.93 USAA CERTIFICATE OF DEPOSIT XXXX5578 10,015.30 U.S. SAVINGS BONDS 109,264.76 2009 TOYOTA CAMRY XLE 4 DOOR SEDAN 13,500.00 AAA CENTRAL PENN MEMBERSHIP REFUND 57.75 SOCIAL SECURITYADMINISTRATION WIDOW'S BENEFIT 1,557.00 COMCAST REFUND 42.75 JEWELRY(FINE AND COSTUME) 4,800.00 SOLD OUTSIDE OF AUCTION JEWELRY(FINE AND COSTUME) 17,285.00 ORDINARY HOUSEHOLD GOODS AND FURNISHINGS 5,740.00 ORDINARY HOUSEHOLD GOODS AND FURNISHINGS 5,925.00 SOLD OUTSIDE OF AUCTION 2012 FEDERAL INCOME TAX REFUND 1,965.00 2012 STATE INCOME TAX REFUND 1,341.00 subtotal $ 252,130.84 � Continuation of Inventory �IANCY J. PAYTON 2 1 12 00641 Decedent Name Page 2 File Number Description of Inventory HOUSE AND LOT SITUATE AT 906 BONNY LANE, MECHANICSBURG, UPPER 162,000.00 ALLEN TWP., CUMBERLAND COUNTY, PENNSYLVANIA, BEING TAX PARCEL N O. 42-31-2151-191 subtota� S 162,000.00 Grand Total S 1,433,538.76