HomeMy WebLinkAbout01-14-14 In re HELENA MARTINS : IN THE COURT OF COMMON PLEAS
AUGUSTO, a minor : CUMBERLAND COLJNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: NO. 21-12-0975
REPORT OF ACCOUNT CREATION
Pursuant to the Order of Court dated October 31, 2012, the undersigned reports the
creation of the following inherited tax-deferred retirement accounts with Cetera Advisors, Inc.,
through Anchor Financial:
1. IRA FBO Helena M. Augusto. This consists of the funds that had been held in the
minor's inherited tax-deferred account established with Fidelity Investments on January 7, 2013,
previously reported to the Court in the Report of Account Creation filed August 8, 2013. The
amount transferred from Fidelity to the new IRA at Cetera Advisors was $6,989.51. The transfer
of funds was made on September 17, 2013.
2. IRA FBO Helena M. Augusto. This consists of the funds that had been held in the
minor's inherited IRA account established with Wells Fargo Advisors on December 6, 2012,
previously reported to the Court in the Report of Account Creation filed January 18, 2013. The
amount transferred from Wells Fargo Advisors to the new IRA at Cetera Advisors was
$47,325.17. The transfer of finds was made on November 27, 2013.
Respectfully Submitted
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