HomeMy WebLinkAbout12-05-13 INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTYOF Cumberland } SS File Number 21-13-0292
Daniel S. Lankford,Jr.
Personal Representative(s)of the Estate of Gladys S. Lankford
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,they a valuation placed opposite each
item of said inventory represents its fair value as of the date of the decedent's death,an�,i at,0ecedent owned no real estate
outside of the Commonwealth of Pennsylvania except that whi ppears in a memo du at the end of this inventory.
1 verify that the statements made in this Inven-
tory are true and correct. 1 understand that false state- ry �TTI_
aniel S. La cford,Jr. c m
ments herein are made subject to the penalties of 1 3; � t7 O
18 Pa.C.S.§4904 relating to unsworn falsification to J -v C-:) Cn
authorities. D r- m M
A
Z 7c O
Attorney— (Name) Jessica L Fisher (Supoer2ou I.o.NO.) =31pg18
(Finn) Keystone Elder Law P.C. ; ~ ma
(Address) 555 Gettysburg Pike , Mechanicsburg, PA 17055 u; 1
(Telephone) 717-697-3223
DATE OF DEATH LAST RESIDENCE 24 Farmhouse Lane OECEDENTS Soc.SEC.NO.
0 212712 01 3 Carlisle PA 17013
FIGURES MUST BE TOTALED
Personal Property
Cash............................................................................................... 130,195.31
Personal Property........................................................................ 11,087.00
Stocks/Listed................................................................................ 1,491.10
Stocks/Closely Held.....................................................................
Bonds............................................................................................
MutualFunds................................................................................ 58,891.34
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable............................................... 201,193.32
All Other Property........................................................................
Total Personal Property........................................ 402,858.07
Total Real Property................................................
Total Personal and Real Property........................ 402,858:07
NOTE: The Memorandum of real estate outside the Commonwealth of PennsNvanla may at the election of the personal mpresentallve Include the value of each
item,but such figures should not be extended Into the total of the Inventory.(See M Pa.C.S.§3301(b))
Fpm RW-09 Rev.to-tYMOB 6
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-13-0292
DATE OF DEATH LAST RESIDENCE 24 Farmhouse Lane DECEDENT'S SOO SEC N0,
0 2/2 712 01 3 Carlisle, PA 17013
Cach
Bank of America Certificate of Deposit last 4 digits-3838 22,038.92
Bank of America Checking Account last 4 digits.4106 95,873.45
Bank of America Savings Account last 4 digits-1961 4,381.29
Cigna-Insurance payment for ambulance service reimbursement 3,969.30
Citi Mortgage Escrow Account 1,844.80
Comcast Utility Bill Refund 6.20
PSE&G-gas company refund 31.70
Unuum Long Term Disability Benefit Refund 2,011.74
Verizon Wireless Utility Refund 37.91
Total Cash 130,195.31
Personal Property
Nissan Sentra 2009 11,087.00
Total Personal Property 11,087.00
Stocks/Listed
12.7890 shares AT&T Common Stock 456.31
25.9410 shares Comcast Corp-CMCSA 1,034.79
Total Stocks/Listed 1,491.10
(Attach additional sheets if necessary) Total Personal Property and Real Estate 402.858.07
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } Ss FiieNumber 21-13-0292
DATE OF DEATH LAST RESIDENCE 24 Farmhouse Lane DECEDENT'S SOC.SEC,NO,
0212712013 Carlisle, PA 17013
Mutual Funds
846.4870 shares Fidelity Fund•FFIDX•Acct No.XXXXX•4958 32,124.18
322.4570 shares Fidelity Value-FDVLX-Acct No.XXXXX-4940 26,767.16
Total Mutual Funds 58,891.34
Mortgages/Notes Receivable
Real Estate Sales Agreement on real estate located outside of PA,for sale prior to 201193.32
death but settlement occurred after death
Total Mortgages/Notes Receivable 201,193.32
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