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HomeMy WebLinkAbout03-28-14 GUARDIAN'S INVENTORY COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Diana L Fenton-Pate L❑✓ an Incapacitated Person Estate of J ❑a Minor No 21-2013-1022 N_ c s m w :V �? o 1. Real Estate: (Location, by whom occupied and rental EstimaTl'e(Rall� rn M n ` z, terms,if applicable) Heir � n 7 r m > N C/) O Sub-Total for Real Estate: 0.00 2. Personal Property: Estimated Value: Government Thrift Savings Plan-Retirement account 191,930.00 Dividend Reinvestment Plan(DRIP)-Proctor&Gamble 1041 shares 82,344.00 DRIP-Washington Gas&Light 2037 shares 77,140.00 DRIPS-Exxon Mobile-411 shares/Chevron/Texaco 154 share 51,286.00 DRIPS-Smuckers 118 shares/COMCAST 171 shares 20,810.00 DRIPS DTF Tax Free Income 345 shares/INVESCO European 90 shares 8,963.00 Members Federal Credit Union Checking and Savings Accounts 6,524.00 American Century Roth IRA 51,398.00 Dreyfus Mutual Funds 10,684.00 USAA Self-directed Regular IRA 52,800.00 USAA Self-directed Roth IRA 181.00 3. Jointly Held Property: Estimated Value: (Set forth real and personal property owned by the Incapacitated Person JOINTLY with any other person(s). State whether held as tenants by the entireties;ifnot,whether the right of survivorship exists.) Jointly Held Property Home-5034 Erbs Bridge Road,Mechancisburg PA Jointly held as tenant by the entireties with Husband,Thomas Pate 210,000.00 USAA Joint Brokerage Account-Husband Jointly held as tenant by the entireties with Husband,Thomas Pate 523,489.00 Merrill Lynch CMA Brokerage Account-Husband Jointly held as tenant by the entireties with Husband,Thomas Pate 45,115.00 Form G-04 rev.10.13.06 Page 1 of 2 VV_� Estate of Diana L Fenton-Pate l©an Incapacitated Person ❑a Minor 4. Anticipated Assets: Estimated Value: (Set forth property ofany kind expected to be acquired hereafter,together with anticipated date ofacqu ution) Property Anticipated Date of Acquisition None Sub-Total for Personal Estate: 1,332,664.00 (Attach additional sheets if necessary) TOTAL OF ITEMS 1,2,3,and 4: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,332,664.00 Commonwealth of Pennsylvania : ss. County of Cumberland Thomas P Pate says that the foregoing is a full, Guardian true and complete Inventory of the Estate of Diana L Fenton-Pate the aforesaid Incapacitated Person or Minor; and that all of the information set forth herein is true and correct to the best of the Guardian's knowledge and belief. I verify that the statements made in this ) Inventory are true and correct. I under- stand that false statements herein are made subject to the penalties of ) Thomas P Pate 18 Pa.C.S. § 4904 relating to unswom ) Guardian falsification to authorities. ) Attorney for Guardian: Linda J. Olsen Supreme Court I.D.No.: 92858 Address: Hazen Elder Law,2000 Linglestown Road, Suite 202 Harrisburg,PA 17110 Telephone: (717)540-4332 Farm G-04 rev. 70.13.06 Page 2 of 2 IN RE: Diana L. FENTON-PATE The Court of Common Pleas Of Cumberland County, Pennsylvania 1 N Courthouse Ave Carlisle, PA 17013 An incapacitated person NO. 21-2013-1022 As directed by the Court on 23 January, 2014,the enclosed attachment provides an Initial Guardianship Report for the estate of Diana L Fenton-Pate. "722" . 1i4.� Thomas Pate Guardian Attachment: Initial Guardianship Report IN RE: Diana L. FENTON-PATE The Court of Common Pleas Of Cumberland County, Pennsylvania 1 N Courthouse Ave Carlisle, PA 17013 An incapacitated person NO. 21-2013-1022 Attn: Register of Wills Enclosed Check is provided as the filing fee for for the Initial Guardianship Report previously submitted. Thomas Pate Guardian Enclosure: Check for$15.00 o � rn � rn = n -i T, r- rn rn D > N Q O -n rn r- n G r-+ Obi N � O C" p nano 3 's 9 0- tx O #' r,.