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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 -2- 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 -3-