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HomeMy WebLinkAbout10-28-13 (2) f � � � INVENTORY � �� � �� � � �' �'� � REGlSTER OF WILLS �F CUMBERLAND GDU N�q1 ! �P N�YL�A�A '1`�'�� c� ..�.� c� � � t�- rv r_.., ��� �"' -- �'r"i .{� �.,, �,� �;M:"� � �� �� �� ..� � '�: � �m� con�ewoNwEn��oF PEnrn�sY�v�wiA ,.., �., ' -�;� -� .� COUNTY OF Cumberland 3 SS File Number 21-13-847'S �� � `� , ., ,__. Roy N.Shanafelter and Rodger S.Shanafelter Persflnal Representative(s)of#he Estate of Helga Margit Shanafelter deceased.depose(s)and say(s)that the items appearing in the foilowing invenfary i clude all of fhe personal assets where�er situa#e and all of the reai estafe in the Commonweatth of Pennsytvania of said t,tha#the valuation piaced opposite eac� item of said inventory represents its fair value as of the date of the ece n , that Decedent owned no real es#ate outside of the Commonwealth of Pennsylvania except that wh randum at fhe end of this inventory. f f verify that the statements made in this Inven- � � tory are true and correct.I understand that false state- ' ments herein are made subject to the penalties of � 18 Pa.C.S.§4904 refating ta unswum fatsfication to odger . nafelter authorities. �Or"°y- fN��l Linda J.Olsen Esq. (Suprems Caurf I.D.No.) 92858 lF'm'� Hazen Elder Law ta�s� � 2000 tin lestown Road Harrisbu PA 17490 lTelephone) 7'17-640-4332 DATE OF DEATH LAST RESIDENC�f 8��C��Dr DECEDENTS SOC.SEC.NO. �313't12�13 Mechanicsbu PA 17050 FIGURES MUST BE TOTALED Cash............................................................................................... 178,576A6 . Persona!PropertY........................................................................ � 7,743.25 Stoc kslLlsted................................................................................ 223,380.13 Stocks/Closely Held..................................................................... Bonds.................................................,.......................................... Mu#ua!Funds................................................................................ - 12,341.85� Partnerships and Sote Proprietorships..................................... Morbgages and Notes Receivable.................................:............. AllOther Property........................................................................ Total Personal Pra ........ pertY....................... ......... 422,041.69 Totaf Real Property................................................ 155 000.00 M.. W. • ■ , � Totat Personal and Real Properly..........:............. � -,��r = � . � u�oy u NOTE: The Me�norandum af real estab ouEside ihe CanunornMealth of Penrtisylvania may at the election of tlte pecsonal representalive mdude ihe value of each � �em,but suc�t�gures shoutd nd be extendeQ Into the�tal of!he tnvenbory.(See�LO Pa.C.S.§3301(b)} r-ornr RW-09 Ftev.�ar3 2oos , INVENTORY , REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA . Courvn oF Cumberland } ss File Number 21-13-0475 DATE OF DEATH LAST RESIDENCE g F�eldcrest Dr DECEDENTS SOC.SEC.NO. 03/31/2013 Mechanicsbur PA 17050 �� Bank of Landisburg Regular DDA#260390 10.134.T1 Bank of Landisburg Savings#60039020 5.980.52 Comcast refund 25.58 Erie Insurance refunds 26.00 IRS-2012 federal personal income tax refund 438.00 Members 1st FCU CD#252270�0 20,918.08 Members 1st FCU CD#252270�3 31.466.35 Members 1st FCU CD#252270-45 27,030.93 Members 1st FCU CD#252270-64 18,450.95 Members 1st FCU Savings#252270-00 44.021.37 Verizon refund 20.31 Wells Fargo Checking#1000319127877 2,593.12 Wells Fargo Savings#1010231168302 12,995.97 Welis Fargo Savings#3000128564580 4.474.57 Total Cash 978,576.46 Personal ProRer[T Auto-2005 Buick,LeSabre Limited--sold to disinterested 3rd party. 7,500.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 57T,041.69 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEA�TH OF PENNSYLVANIA couNnr oF Cumberiand } SS File Number 21-13-0475 DATE OF DEATH LAST RESIDENCE $ F1eICICI'@St Dr DECEDENTS SOC.SEC.NO. 03/31/2013 Mechanicsbur PA 17050 Personalty-sale at'Pass it On'shop 243.25 Total Personai Property 7,743.25 Stn��stl1 iatr�� 7,513.2590 shares Ailiance Bernstein Income Fund 61.518.56 11.574.0800 shares Federated Liberly US Govt MM Trust A 11,574.08 1.439.1500 shares Franklin Templeton Mutual European Shares Fund 31.704.48 4,176.4910 shares Frankiin Tempieton Mutual Shares fund 103.201.09 97.0000 shares MetLife Inc. 3.683.58 259.6170 shares Welis Fargo Advantage Funds 11.698.34 Total Stocks/Listed 223,380.13 Mutual Funds 1,505.1040 shares Putnam High Income Securities 12.341.85 Total Mutual Funds 12,341.85 Real Estate Real Estate-8 Fieldcrest Dr.,Mechanicsburg,PA-- appraisal prepared by Landrea 155.000.00 Appraisals of Mechanicsburg,PA is attached to PA Inheritance tax return. Totai Real Estate 155.000.00 _2_