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HomeMy WebLinkAbout05-22-14 (2) f INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVAIVIA COMMONWEALTH OF PENNSYLVANIA COLJNTY OF Cumberland SS 2014-00128 File Number JAMES D. KEARNS and SCOTT R. KEARNS Personal Representative(s)of the Estate of June F. Kearns 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 decedenYs death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in morandum at e end of this inventory. I verify that the statements made in this Inven- � tory are true and correct. I understand that false state- s e ns, o—executor ments herein are made subject to the penalties of rr,'�A ��_ 18 Pa.C.S. § 4904 relating to unsworn falsification to l� authorities. Scott R. Kearns, Co—executor Attorney-- (Name) (Supreme Court I.D. No.) (Address) (Telephone) DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO. January 23,2014 5225 Wilson Lane,Apt 129,Mechanicsburg,PA 17055 FIGURES MUST BE TOTALED See attached schedule 212,608.57 � cJ � � —� ��� t�l c �� � �.' � ,-�;, � � _ c� rn _ c� `t ';, ;�� �� _ ."�.; c� '-- � tNV ; .i � � ., "> r'.'� ,J: � �� � :� �j +:�> `+`7 � ::.� � _ CO �"' t'T1 '� � �j O � � 'Y1 (Attach additional sheets as needed) TOTAL: 212,608.57 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 20 Pa.C.S.§3301(b)) �\ Form RW-09 rev. 10.13.06 ` �� � � Estate of June F. Kearns Estate Inventory Valued as of Date of Death Cash and Cash Equivalents Belco CCU - Checking 0040 Account 028220 $ 14,361.38 $elco CCU-Diamond MM 0061 Account 028220 173,281.43 Belco CCU - MM 0060 Account 028220 562.95 � Belco CCU - Savings 001 Account 028220 293.83 Total Cash and Cash Equivalents $ 188,499.59 Tangible Personal Property Household and personal property bequeathed to decedent's two sons in equal shares $ 500.00 Total Tangible Personal Property 500.00 Miscellaneous Bethany Village Refund $ 1,893.50 PA Dept of Revenue ' 2013 tax refund PA-40 328.00 Prudential Annuity Customer ID A02408039 689.79 Verizon - United Health Care Refund 1.69 Total Miscellaneous 2,912.98 No. of Shares Mutual Funds 8.808 Putman U S Govt Income Tr A Account 0066825530 Account liquidated on date of death. Proceeds deposited into decedent's checking account. Valued per attached statement $ 118.20 651.815 Putman Voyager Fd A ' Account 0066825530 Page 1 (1) � ��� .�. R ,. .� � � �.._.�� �.� .� ,� . e__ � Estate Inventory (Continued) No. of Shares Mutual Funds Account liquidated on date of death. Proceeds deposited into decedent's checking account. Valued per attached statement 20,577.80 Total Mutual Funds $ 20,696.00 TotalInventory $ 212,608.57 Page 2 �2)