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HomeMy WebLinkAbout07-17-14 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-14-0237 Susan M. Fetzer and David W. Heicher Personal Representative(s)of the Estate of Mary Frances Heicher 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 memo darn at the end of this inventory. I verify that the statements made in this In n- y ^/ // / tory are true and correct. I understand that false state- j S San M. Fetzer ments herein are made subject to the penalties of 7 18 Pa.C.S. §4904 relating to unsworn falsification to David W. Fieicher authorities. Attorney— (Name) James D.Bogar (Supreme Court LD.NO) 19475 (Firm) Bo ag r&Hipp Law Offices (Address) One West Main Street Shiremanstown PA 17011 (Telephone) (717)737-8761 DATE OF DEATH LAW RESIDENCE 5225 Wilson Lane,Apt.322 DECEDENTS SOC.SEC.NO. 0210212014 Mechanicsburg, PA 17055 - FIGURES MUST BE TOTALED Personal Prooertv ,v Cash....................................................................I.......................... 140,677`:4 -XI Personal Property �c �' p rty........................................................................ &O B 1,5000 M c� Stocks/Listed................................................................................ M e-17,546.25 4 c� Stocks/Closely Held....................... c 9- r,r�' Bonds...........................................................................I..........I..... 8§236,75W�2 Mutual Funds................................................................................ ao 127,3s5 -� "_< Partnerships and Sole Proprietorships ..........................:.......... Mortgages and Notes Receivable.............................................. cc, YT AllOther Property........................................................................ Total Personal Property........................................ 523,865.36 Total Real Property................................................ Total Personal and Real Property........................ 523,865.361 NOTE: The Memorandum of real estate outside the Commomvealth of Pennsylvania may at the election of the personal representative Include the value of each Item,but such figures should not be"ended into the total of the Inventory.(See X10 Pa.C.S.§3301(b)) Fo RW-09 Rw mo•r3-2oos i T.sl� INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland File Number 21-14-0237 DATE OF DEATH LASTRESIDENCE 5225 Wilson Lane,Apt.322 DECEDENT'S SOD.SEC.NO. 02/0212014 Mechanicsburg PA 17055 Holy Spirit Hospital -Refund 162.04 Meti-ife-Total Control Account. Susan M.Fetzer and David W.Heicher are the named 15,305.08 beneficiaries of this account. PNC Bank-CD#31 60021 41 31. Principal balance at date of death$17,785.69;accrued 17,787.18 interest$1.49 PNC Bank-CD#31200215078. Principal balance at date of death$26,988.22;accrued 26,991.22 interest$3.00 PNC Bank-CD#31700242992. Principal balance at date of death$14,335.31;accrued 14.335.45 interest$0.14 PNC Bank-CD#31000293659. Principal balance at date of death$10,173.07;accrued 10,174.87 interest$2.94 PNC Bank-CD#31500277618. Principal balance at date of death$10,393.97;accrued 10,395.62 interest$1.65. PNC Bank-Checking Account No.5080032696. Principal balance at date of death 32,101.28 $32,101.11;accrued interest$0.17 PNC Bank-IRA Account No.65001006640. Principal balance at date of death 12,528.24 $12,527,50;accrued interest$0.74 State Employees'Retirement System-final payment 41.36 U.S.Treasury-2013 Personal Income Tax Refund 855.00 Total Cash 140,677.34 (Attach additional sheets if necessary) Total Personal Property and Real Estate 523,865.36 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTYbF Cumberland SS -File Number 21-14-0237 DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane,Apt. 322 DECEDENTS SOC.SEC.NO. 0210212014 Mechanicsburg, PA 17055 Personal Property Personal Property-sold at private sale 1,500.00 Total Personal Property 1,500.00 Stock / is -d 375.0000 shares MetLife Stock-Susan M.Fetzer and David W. Heicher are the named 17,546.25 beneficiaries of this account. Total Stocks/Listed 17,546.25 R Series EE US Savings Bonds-Value per attached Savings Bond Calculator 236,750.72 Total Bonds 236,750.72 Mutual Funds Franklin Templeton Investments-Franklin U.S.Government Securities Fund-Class A- 21,176.79 Account No.110-10158497776. Vanguard-PA LT Tax Exempt Admiral Fund. 106,214.26 Total Mutual Funds 127,391.05 -2-