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Home My WebLink About07-11-14 (3) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-13-0746 Roger B. Irwin Personal Representative(s)of the Estate of John W. Griffith,Jr. 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 ap ears in a memorandum at the end of�inventory`,--' -g I verify that the statements made in this Inven- � /�,� � � �� tory are true and correct. I understand that false state- Roger B. I n ��`-_.` �` �J%; ---��. ments herein are made subject to the penalties of � �`', '— �, -^ 18 Pa.C.S.§4904 relating to unswom falsification to �-"� - r_� � ..a _=�; -i, authorities. ��?` ' � �� . � ;�°�� ._., �J � s`-� � �� d Attorney-- (Name) James D. Hughes Esq. (Supreme Court I.D. No.) �' 58884 (Firm) Salzmann Hughes, P.C. (Address) 354 Alexander Spring Road, Suite 1, Carlisle, PA 17015 (Telephone) 717-249-6333 DATE OF DEATH LAST RESIDENCE 201 Meadow Blvd DECEDENT'S SOC.SEC.N0. 06/01/2013 Carlisle PA 17013 FIGURES MUST BE TOTALED Personal Pronertv Cash............................................................................................... 472,969.36 Personal Property........................................................................ 16,557.00 StockslListed................................................................................ 1,561,599.09 StockslCloselyHeld..................................................................... Bonds............................................................................................ MutualFunds................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... AllOther Property........................................................................ Total Personal Property........................................ 2,051,125.45 Total Real Property................................................ 138,000.00 Total Personal and Real Property........................ � ' 2,189,125.45 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 Inve�tory.(See 20 Pa.C.S.§33o1(b)) Form RW-09 Re�.�o-�s-2oos INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-13-0746 DATE OF DEATH LAST RESIDENCE 201 Meadow Blvd DECEDENTS SOC.SEC.N0. 06/0112013 Carlisle, PA 17013 Cash Cash on hand 288.04 Cash on hand 1,140.00 Centurytel, Inc. -refund 11.25 Commonwealth of Pennsylvania-2013, PA40 income tax refund 227.00 Fidelity Government Money Market Account No. 152126780 76,633.05 Fidelity Investments,Annuity Contract No.410094404-Beneficiary is the decedent's 47,651.32 estate GE Capital Invest Direct Account No.93509242247164 6,414.85 GE Pension Plan Account 94,894.90 GE Retirement Savings Plan(401 K),Account No.03439 126,184.09 GE Retirement Savings Plan(401K),Account No.03439 14,563.47 General Electric Insurance-check to the estate 1,652.67 Genworth Life Insurance Co.-refund of unearned premium 45.63 Government Employees Insurance Co. -refund 102.06 Members 1st Federal Credit Union,Account No.208 5.45 MetLife, Insurance Policy-Beneficiary is the decedent's estate 50,000.00 PNC Bank,Checking Account No.5112072044 25,559.26 (Attach additional sheets if necessary) Total Personal Property and Real Estate 2,189,125.45 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA couNn oF Cumberland } SS File Number 21-13-0746 DATE OF DEATH LAST RESIDENCE 201 Meadow Blvd DECEDENTS SOC.SEC.N0. 06I01I2013 Carlisle PA 17013 Accrued interest on above item through date of death 0.07 United States Treasury-2013, 1040 income tax refund 364.00 Fideli Investments Rollover IRA AccQ��nt No 207282820-Beneficiarv is decedent� estate Beneficiary is the decedents estate Fidelity Government Money Market Account No. 207282820 3,647.72 110.0000 Vanguard Index Funds Vanguard Total Stock Market 9,307.10 Fidelip�Investments Roth I A Acco�nt No 152-151840-Beneficiarv is decedents estate Beneficiary is the decedents estate Fidelity Government Money Market Account No. 152151840 4,794.46 129.2310 Powershares QQQ Trust Unit Series 1 9,482.97 Total Cash 472,969.36 Personal ProRertr 2010 Chevrolet Cobalt-VIN1 G1AC5F57A7127471 12,000.00 Household goods at proceeds of sale 4,196.00 Household goods at proceeds of sale 361.00 Total Personal Property 16,557.00 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-13-0746 DATE OF DEATH LAST RESIDENCE 201 Meadow Blvd DECEDENT'S SOC.SEC.NO. 06/01/2013 Carlisle PA 17013 Stocks/Listed Fid li Investments-Individual Account No. 152126780 7,633.7330 shares Fidelity Low Priced Stock-FLPSX 349,395.96 6,926.8760 shares Fidelity Strategic Income-FSICX 77,650.28 300.0000 shares Pfizer Inc. -PFE 8,279.25 12,120.0000 Powershares QQQ Trust Unit Series 1 -QQQ 889,365.60 2,800.0000 Vanguard Index Funds Vanguard Total Stock Market-VTI 236,908.00 Total Stocks/Listed 1,561,599.09 Real Estate Real Estate situate at 201 Meadow Boulevard,Carlisle,Cumberland County, PA 138,000.00 Total Real Estate 138,000.00 -3-