HomeMy WebLinkAbout05-16-14 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTYOF Cumberland } SS, File Number 21-13.1082
Bonnie J. Middleton
Personal Representative(s)of the Estate of Robert M. Middleton
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 which pears in/j}}a m(emororja�ndurh at {eJend of this inventory.
I verify that the statements made in this Inven- Ar f 1) d
tory are true and correct. I understand that false state- Bonnie J. Mid 1 ton
ments herein are made subject to the penalties of
18 Pa.C.S.§4904 relating to unworn falsification to
authorities.
Attorney— (Name) George F Douglas, III Esq. (Supreme Court I.D.No) 61886
(Firm) Salzmann Hughes, P.C.
(Address) 354 Alexander Spring Road, Suite 1, Carlisle, PA 17015
(Telephone) 717-249.6333
DATE OF DEATH LAST RESIDENCE 1700 Market Street DECEDENT's soc,sec.NO.
0812012013 Camp Hill, PA 17011
FIGURES MUST BE TOTALED
Personal Provertv
Cash............................................................................................... 213,612.22
PersonalProperty........................................................................
Stocks/Listed................................................................................ 13,910.64
Stocks/Closely Held..................................................................... v
0
Bonds............................................................................................ M rn
Cr rn
MutualFunds................................................................................ rn ca � cs o
Partnerships and Sole Proprietorships ..................................... rn s Er)
Mortgages and Notes Receivable.................. y � r
rn
AllOther Property........................................................................ o CD 0
Total Personal Property........................................ a— ,5Z28g3
r—
Total Real Property................................................ s N CD
Total Personal and Real Property........................ 227,522.66
NOTE: The Memorandum of real estate outside the Commonwealth of Ponnsovania may at the election of the personal representative include the value of each
Item,but such figures should not be axtended Into the total of the Inventory.(See XM Pa.C.S.§3301(b))
ro m RW-09 Rav,Wo 13-2006
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-13.1082
DATE OF DEATH LAST RESIDENCE 1700 Market Street DECEDENT'S SOC.SEC.NO.
08/2012013 Camp Hill, PA 17011
CA13b
Aetna-refund unused medical insurance premium 90.00
Cash held in PNC Investments Account No.097038397 27,613.02
M&T Bank,Checking Account No.60116897 7.918.79
Accrued interest on above item through date of death 0.05
Musselman Funeral Home&Cremation Services Inc.-refund 111.00
PA Treasury Department-monthly annuity payment 334.81
Santander Bank,Certificate of Deposit Account No.2335253403 1,554.73
Accrued interest on above item through date of death 0.19
Santander Bank,Checking Account No.0571121446 58,825.44
Accrued interest on above item through date of death 0.13
Santander Bank, Money Market Account No.1054168261 104,469.36
Accrued interest on above item through date of death 25.76
Santander Bank,Savings Account No.0574116802 10,642.65
Accrued interest on above item through date of death 0.29
United State Treasury-2013,1040 Income tax refund 2,026.00
Total Cash 213,612.22
(Attach additional sheets if necessary) Total Personal Property and Real Estate 227,522.86
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 21-13-1082
DATE OF DEATH LAST RESIDENCE 1700 Market Street DECEDENTS SOC.SEC.NO.
08/2012013 Camp Hill PA 17011
Sto _kS/ ict d
Computershare Account Holdings,
78.0000 shares Prudential Financial, Inc. 6,069.96
PNC Investments Account No 097038397
100.2800 shares Blackrock Large Cap Growth Fund Class A 1,242.52
98.8700 shares MFS Mass Investor Growth Stock A 2,031.76
224.1700 shares MFS Utilities Class A 4,566.40
Total Stocks/Listed 13,910.64
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