HomeMy WebLinkAbout07-29-14 INVENTORY r F ,�! ` ,. e OF
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
1�14 JUL 29 PL9 2: 06
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 2013-01140 QRPF. . 'ti: �'C,l IpT
Dana L. Smith CUMBERLAND CQ, PA
Personal Representative(s)of the Estate of William S. Smith, Sr.
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.
i verify that the statements made in this Inven- q,y/y r b !��
tory are true and correct. I understand that false state- Dana L. Smith
ments herein are made subject to the penalties of
18 Pa.C.S. §4904 relating to unsworn falsification to
authorities.
Attorney- (Name) Jessica F. Greene Esq. (Supreme Court I.D. No.) 310018
(Film) Keystone Elder Law P.C.
(Address) 555 Gettysburg Pike , Mechanicsburg, PA 17055
(Telephone) 717-697-3223
DATE OF DEATH LAST RESIDENCE 700 Walnut Bottom Road
FIGURES MUST BE TOTALED
Personal Property
Cash............................................................................................... 25,350.45
Personal Property........................................................................
Stocks/Listed................................................................................ 1,939.56
Stocks/Closely Held.....................................................................
Bonds............................................................................................ 138.04
MutualFunds................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther,Property........................................................................
Total Personal Property........................................ 27,428.05
Total Real Property................................................
Total Personal and Real Property........................ 12 7,a2 0
..
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.10-13-2006
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland ? ss File Number 2013-01140
DATE OF DEATH LAST RESIDENCE 700 Walnut Bottom Road
S'mh
Bankers Life and Casualty Co. Refund 512.13
Members First Credit Union Checking Account 5,255.08
Members First Credit Union Regular Savings Account 1,418.34
Omnicare Insurance Refund 419.25
Santander Bank CD 5,366.37
Santander Bank Money Market 5,038.62
Santander Checking Account 6,890.66
United States Treasury Personal Income Tax Refund from 2013 450.00
Total Cash 25,350.45
Stocks/Listed
42.0000 shares Met Life Stock 1,939.56
Total Stocks/Listed 1,939.56
Bonds
Savings bond E Series 138.04
Total Bonds 138.04
(Attach additional sheets if necessary) Total Personal Property and Real Estate 27,428.05
�VIKEYSTONE
ELDER LAW P.C.
www.keystoneelderlaw.com
t
July 29, 2014
Cumberland County Resister of Wills
Cumberland County Courthouse -l" Floor
1 Courthouse Square
Suite 102
Carlisle, PA 17013
RE: The Estate of o`vili'am S. S:ni*.h 4r;
Cumberland Countv Estate No.:,2013-013.40
Dear Register of Wills:
Enclosed are txvo,copies of the William S. Smith; Si. Estate Inventory for filing. Kindly file one
in your office and date stainp the other and return to my cffice in the self-addressed envelope. If
you have any questions please feel .free to contact, my office at the below referenced phone
dumber. Thank you for your prompt attention to'tlris matter.
Sincerely;
KEYSTONE ELDER LAW P.C.
Jessica F.Greene,Esquire
Enclosures: 2 copies Of Inventory
Self addressed stamped envelope
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555 Gettysburg Pike,Suite C 100 Mechanicsburg;TA 17055 Phone: 717.697.3223 Fax: 717.691.8070 f,