HomeMy WebLinkAbout09-17-13 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA -
COUNTY OF Cumberland } SS File Number 21-13-0063
Pamela M. Hagerich and James D. Kingsborough
Personal Representative(s)of the Estate of Edith M, Kingsborough C)
deceased,depose(s)and say(s)that the items appearing in the following inventory include all of tFe personal assets wherever
situate and ail of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuatidhplaced opposite'each
item of said inventory represents its fair value as of the date of the decedent's death,and that Deu dant owned no real-estate
outside of the Commonwealth of Pennsylvania except th which appears in a memorandum at the ndlofis inventory. ,ri
i verify that the statements made in this Inven-
tory are true and correct. I understand that false state- Pa ela M Hager r"
ments herein are made subject to the penalties of
18 Pa.C.S.§4904 relating to unswom falsification to J amen U.ki g u
authorities.
Attorney-- (Name) George F Douglas, III Esq. (Supreme Court/.D. No.) 61886
(Firm) Salzmann Hughes, P.C. _
(Address) 354 Alexander Spring Road,Suite 1,Carlisle, PA 17015
(Telephone) 717-249-6333
DATE OF DEATH LAST RESIDENCE 124 Parker Street DECEDENTS SOC.SEC.NO,
0`1107/2013 Carlisle, PA 17013
FIGURES MUST BE TOTALED
Personal Property
Cash............—....................................................................—......... 12,31230
Personal Property........................................................................ 16,458.25
Stocks/Listed................................................................................ 145,044.87
Stocks/Closely Held.....................................................................
Bonds............................................................................................ 10,048.00
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ 183,863.42
Total Real Property..........................................I..... 216,000.00
Total Personal and Real Property........................ 399,863,42
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may,at the election or the personal representative include the value of each
item,but Such figures Should not be extended into the total of the Inventory.(See 20 Pa.G.S.§3301(b))
Form RW-e9 Rev.10-13-2006
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 21-13-0063
DATE OF DEATH LAST RESIDENCE 120 Parker Street DECEDENTS SOC.SEC,NO.
01/07/2013 Carlisle, PA 17013
Qasb
Ameriprise Financial Company,Annuity Account No. 93002970658 5 004-payout dated 261.56
1/18/13
Comcast Financial Agency Corporation-refund 235.51
Commonwealth of PA-2012, PA40 income tax refund 120.00
Commonwealth of PA-2012 tax rebate 250.00
Erie Insurance Group-refund from cancellation of homeowners insurance 306.00
IDT Energy, Inc.-refund 47.24
Members list Federal Credit Union,Checking Account#179763-11 3,382.00
Accrued interest on above item through date of death 0.01
Members 1st Federal Credit Union, Holiday Club Account#179763-02 100.07
Members 1st Federal Credit Union,Investment Savings Account#179763-05 812.36
Accrued interest on above item through date of death 0.01
Members 1st Federal Credit Union, Regular Savings Account#179763-00 2,467.34
Accrued interest on above item through date of death 0.08
MorganStanley, Money Market Account 912-105384-308 2,482.07
United States Treasury-2012, 1040 income tax refund 603.00
M&T Bank, IRA No. 35004200224555 1,191.40
(Attach additional sheets if necessary) Total Personal Property and Real Estate 399,863.42
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 21-13-0063
DATE OF DEATH LAST RESIDENCE 120 Parker Street DECEDENT'S SOC.SEC.NO,
01/07/2013 Carlisle PA 17013
Sunamerica Stategic Bond B 48.47
Accrued income on above item through date of death 3,18
Total Cash 12,312.30
Personal Property
Household goods at appraisal and taken in kind 3,579.00
Household goods at proceeds of public sale 12,879.25
Total Personal Property 16,458.25
Stocks/Listed
45.0000 shares Prudential Financial, Inc. 2,515.50
MoraanStanlev Smith Barney Account No 912-105384-308-Stock
760.0000 shares Aegon N Vp, pfd 6.5% 19,109.59
400.0000 shares Barclays Bank, PLC; pfd 7.75% 10,148.00
972.0460 shares Federated Invt.Series Funds Inc.;Class B 9,389.96
1,920.0000 shares TORO Co. 83,889.60
MoraanStanlev SmithBarnev Account No 912-105384-308 -Mutual Fund
994.8540 shares Alliancebernstein Growth 8 Income; Class A 4,098.80
91.7510 shares Blackrock International Fund A 1,172.58
393.4960 shares DWS Core Plus Income A 4,430.76
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTYOF Cumberland } File Number 21-13-0063
DATE OF DEATH LAST RESIDENCE 120 Parker Street DECEDENTS SOC.SEC,NO.
01/07/2013 Carlisle PA 17013
2,840.9090 shares Sunamerica Stategic Bond B 10,284.09
Accrued dividend on above item through date of death 5,99
Total Stocks/Listed 145,044.87
Bonds
Moroan Stanley Smith Barney Account Nn 912-105384-30 -Coroorate Bond
400.0000 Citigroup Cap XVI, pfd gtd 6.45%; matures 12/2112066; interest payable quarterly 10,048.00
Total Bonds 10,048.00
Real Estate
Real estate situate at 120 Parker Street, Carlisle,Cumberland Co., PA 216,000.00
Total Real Estate 216,000.00
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