HomeMy WebLinkAbout08-06-13 �_ _.. , . �.�P �,.e,� ,:� ��,,�F.�,� .:� �-��.�. �.., .��� ,�� _.... . _.�.�.�...� �_.
GUARDIAN'S INVENTORY
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PENNSYLVANIA
ORPHANS' COURT DIVISION
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Estate of Jean B. Deissler c.� °
' ��inor °' °
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No.21-12-1014 �r � �z;' °' ''' �
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1. Real Estate: (Location, by whom occupied and rental �EstimatedaValue:
terms,if applicable) �
311 Lamp Post Lane,Hampden Township,Cumberland County--currently 265,000.00
vacant
Sub-Total for Real Estate: 265,000.00
2. Personal Property: Estimated Value:
SEE ATTACHED 439,828.03
3. Jointly Held Property: Estimated Value:
(Set forth real and personal properry owned by the Incapacitated Person JOINTLY with any
other person(s). State whether held as tenants by the enrireties;if not,whether the right of
survivorship exists.)
Jointly He[d Properly
NONE
Form G-04 rev.10.13.06 Page 1 of 2
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Estate of Jean B. Deissler 1�an Incapacitated Person
'j�a Minor
4. Anticipated Assets: Estimated Value:
(Set forth property of any kind ezpected to be acquared hereafter,together with
anticipated date of acquisition.)
Properry Anticipated Date
ofAcquisUion
NONE
Sub-Total for Personal Estate: 439,828.03
(Attach additional sheets if necessary)
TOTAL OF ITEMS 1,2,3, and 4: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 704,828.03
Commonwealth of Pennsylvania :
: ss.
County of Cumberland :
Norman E. Deissler, Jr. , says that the foregoing is a full,
Guardian
true and complete Inventory of the Estate of Jean B. Deissler
�
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 ) �li++•..... P���1 .
18 Pa.C.S. § 4904 relating to unsworn ) Guardian
falsification to authorities. )
Attorney for Guardian: Todd F. Truntz
Supreme Court I.D.No.: 83302
Address: Saidis, Sullivan&Rogers, 635 N. 12th St., Ste. 400
Lemoyne, PA 17043
Telephone: ��17) 612-5807
Form G-04 rev.�0.�3.06 Page 2 of 2
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ATTACHMENT TO GUARDIAN'S INVENTORY
Estate of Jean B. Deissler, an Incapacitated Person
No. 21-12-1014
September 30, 2012
2. Personal Property Estimated Value
Metro Bank Account#0512097239 (Combined into one $1,115.24
Metro Bank Account#0512107335 (account - Ned as Gdn) 3,903.56
PNC Bank Account#51-4017-5331 (Ned as Guardian) 5,726.82
2,644 shares Rite Aid Corp. (now part of Scottrade account) 3,093.48
Scottrade Account#24373644 (9,904 shs Rite Aid Corp @
$1.17/sh and $1.25 cash) (Ned as Guardian) 11,588.93
Fidelity Account#2BN-611255 (Jean B. Deissler) 115,250.56
Fidelity Account#2BN-611271 (Jean B. Deissler 79,811.99
RevocableTrust)
Vanguard Account#0030-09883251967 -- Money Market 6,878.86
Account(Jean B. Deissler Revocable Trust)
Vanguard Account#0030-09883251967 -- 24.738 shs 500 Index 3,294.61
Fund (Jean B. Deissler Revocable Trust)
Vanguard Money Market Account#09937094672 (Jean B.
Deissler Revocable Trust) 21,072.96
Vanguard Money Market Account#0030-88023198526 (Jean B.
Deissler) 4,180.09
Proceeds of National Service Life policies on life of Norman
E. Deissler 36,934.30
Fidelity IRA#2BN-611263 (Jean B. Deissler) 61,945.80
Fidelity IRA#2BN-611247 (Norman E. Deissler IRA; Jean
B. Deissler - beneficiary) 49,276.90
Sterling Trust IRA#17322 (Norman E. Deissler IRA; Jean
B. Deissler - beneficiary) 26,006.23
2002 Cadillac Seville -- proceeds of sale 7,000.00
Household furniture and furnishings 2,747.70
Sub-total 439,828.03