HomeMy WebLinkAbout11-13-13 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } ss File Number 21-2013-0396
Edward C Todd
Personal Representative(s)of the Estate of. Patricia J Todd
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 no real estate
outside of the Commonwealth of Pennsylvania except that whip]�ppears in a memor n at the end of this inventory.
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state- J Edward C Todd
ments herein are made subject to the penalties of
18 Pa.C.S. §4904 relating to unsworn falsification to
authorities.
Attorney-- (Name) Mark A. Mateya (Supreme Court/.D.No.) 78931
(Firm)
(,address) 55 W. Church Avenue, Carlisle, PA 17013
(Telephone) 717-241-6500
DATE OF DEATH LAST RESIDENCE 864 Carlwynne Manor,Apt B 303 DECEDENTS SOC.SEC.NO.
02/20/2013 Carlisle, PA 17013
FIGURES MUST BE TOTALED
� Cra
rn cn .�
Personal Proms r rn I— rri rn
Cash............................................................................................... z 3716/088.56
Personal Property '�
p rty........................................................................ � o � '250.00
Stocks/Listed................................................................................ =' C3
cry r— rn
Stocks/Closely Held..................................................... 0)r_ C>
Bonds............................................................................................ o
� �
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ 381,210.27
Total Real Property................................................
Total Personal and Real Property.. ;381;210:27=
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 total of the Inventory.(See�0 Pa.C.S.§3301(b))
Form R W-09 Rev.10-13-2006
,V 1`
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-2013-0396
DATE OF DEATH LAST RESIDENCE 864 Carlwynne Manor,Apt B 303 DECEDENTS SOC.SEC.NO.
02/20/2013 Carlisle, PA 17013
Qafib
Citizens Bank-Circle Gold Checking Account-No. 383-1 53,181.05
Citizens Bank-Circle Gold Money Market Account No. 221-5 107,395.07
Citizens Bank-Certificate of Deposit-Account No. 5188 5,005.10
Citizens Bank-Certificate of Deposit-Account No.9359 20,000.95
Citizens Bank-Certificate of Deposit-Account No.3519 51,620.67
Citizens Bank-Certificate of Deposit-Account No.2677 10,022.35
Citizens Bank-Certificate of Deposit-Account No.5013 5,003.12
Citizens Bank-Certificate of Deposit-Account No.9480 5,868.15
Citizens Bank-IRA CD-Account 6884 5,978.23
Citizens Bank-IRA CD-Account 2685 58,154.41
Citizens Investment Services-Investment Account-No. L7K-340766 4,751.37
HSBC-Certificate of Deposit-Account No. 062-50434-7 48,813.39
PNC Bank-Joint checking account#5140193003 244.70
Total Cash 376,038.56
Personal Property.
Automobile-1996 Nissan-Jointly owned with spouse-Kelly Blue Book value-See 250.00
attached
(Attach additional sheets if necessary) Total Personal Property and Real Estate 381,210.27
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-2013-0396
DATE OF DEATH LAST RESIDENCE 864 Carlwynne Manor,Apt B 303 DECEDENTS SOC.SEC.NO.
02/20/2013 Carlisle, PA 17013
Total Personal Property 250.00
Mutual Funds
Fidelity Investments-Mutual Funds jointly owned with Spouse -with rights of 4,921.71
survivorship-Account No. 2BE-610488
Total Mutual Funds 4,921.71
-2-