HomeMy WebLinkAbout05-30-14 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland SS File Number 21-13-1035
Monta E.Gentile
Personal Representative(s)of the Estate of Robert L.Alford -
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 appears in a memorandum at the end of this inventory. p,
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state- J Morita E. Gentile s _
Fn
ments herein are made subject to the penalties of 1 r O n n
18 Pa.C.S.§4904 relating to unswom falsification to l Co v cn 2
authorities. M rc ; o
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Attorney- (Name) ,James D. Bogar (Supremo M. No.7P— -19 5
(Firm) Bogar& Hipp Law Offices - ::u CO r- m
(Address) One West Main Street Shiremanstown PA 17011 r-
(Telephone) (717) 737-8761
DATE OF DEATH LAST RESIDENCE 252 Cumberland Road DECEDENT'S SOC.SEC.NO.
09/0612013 Camp Hill, PA 17011
FIGURES MUST BE TOTALED
Personal PropertW
Cash......................................................................................:........ 486,468.57
Personal Property........................................................................ 6,000.00
Stocks/Listed................................................................................ 172,077.60
Stocks/Closely Held.....................................................................
Bonds............................................................................................
MutualFunds................................................................................ 60,528.43
Partnerships and Sole Proprietorships.....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property....__................................ 725,074.60
Total Real Property................................................ 126,585.00
Total Personal and Real Property........................ 851,659.60
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 M Pa.C.S.§3301(b))
Fwm RW-09 Rev.10.ra2006
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland File Number 21-13-1035
DATE OF DEATH LAST RESIDENCE 252 Cumberland Road DECEDENT'S SOC.SEC.NO,
09105/2013 Camp Hill PA 17011
Cash
Comverge 10.00
Direct TV-Refund 36.93
Discover -Refund 160.99
Discover Card-CVS Caremark Refund 12,43
Erie Insurance-Refund of auto insurance premium 322.00
Erie Insurance-Refund of homeowner's insurance premium 222.00
ING-Annuity No. 2A02366780. 153,451.31
Monta Gentile-School Tax Proration 369.34
Sovereign Bank/Santander-Checking Account No. 1921034831. Date of death balance 17,236.10
,$17,236.00;accrued interest$0.10.
Sovereign Bank/Santander-Money Market Account No.7674851702. Date of death 38,101.22
balance$38,090.57;accrued interest$10.65.
US Treasury-2013 Personal Income Tax Refund 9,049.00
Verizon -Refund 2.27
Western National Life/American General Life-Annuity No. XP233859. 267,494.98
Total Cash 486,468.57
Personal Prom
2002 Lincoln-VIN#1LNHM86S22Y692650. Sold at private sale. 5,000.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate 851,659.60
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } S5 File Number 21-13-1035
DATE OF DEATH LAST RESIDENCE 252 Cumberland Road
Personal Property-Sold at private sale 1,000.00
Total Personal Property 6,000.00
Sto .ks/ istad
1,269.0000 shares Energizer Holdings,Inc.Stock 120,891.29
863.9070 shares General Mills Stock 42,253.69
212.0000 shares Post Stock 8,932.62
Total Stocks/Listed 172,077.60
Mutual Funds
Santander Securities-Individual Account No.HD9-295797. 60,528.43
Total Mutual Funds 60,528.43
Real Fst_atk
Real Estate-All that certain piece or parcel of real estate having thereon erected a 126,585.00
dwelling house being known and numbered as 252 Cumberland Road,Camp Hill,
Pennsylvania 17011. The property was acquired by Robert L.Alford and Isabelle B.
Alford, husband and wife, by Deed dated September$, 1955 and recorded September
10, 1955 In the Cumberland County Recorder of Deeds Office,a copy of said Deed is
attached hereto and incorporated herein. The County Assessed Value of the property
is$126,585.00.
Total Real Estate 126,585.00
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