HomeMy WebLinkAbout08-14-14 (3) � INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVAN,IA
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COMMONWEALTH OF PENNSYLVANIA } ��';- �' '_ �i
couNn oF Cumberland } ss File Number 21-13-1080 � '' ' � '� _'_'
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Patricia Wolf ��- - ; --,-
Personal Representative(s)of the Estate of Karen A Ziegelmeier �t=_ �' ;
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deceased, depose(s)and say(s)that the items appearing in the following inventory include all of the person�assets whe�er �
situate and all of the real estate in the Commonweaith 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 ears in a memorandum at the end of this inventory.
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I verify that the statements made in this Inven- � ^
tory are true and correct. I understand that false state- patriCia Wolf
ments herein are made subject to the penalties of � �
18 Pa.C.S.§4904 relating to unsworn falsification to
authorities.
Attorney-- (Name) Kevin D. Dolan Esq. (Supreme Court I.D. No.) 27738
(Firm) Gingrich, Smith, Klingensmith & Dolan
(Address) 222 S. Market Street, Suite 201, Elizabethtown, PA 17022
(Te�ephone) (717)367-1370
DATE OF DEATH LAST RESIDENCE 5222 Deerfield Avenue DECEDENT'S SOC.SEC.NO.
05/27/2013 Mechanicsbur PA 17050
FIGURES MUST BE TOTALED
Personal Pronertv
Cash............................................................................................... 9,752.82
PersonalProperty........................................................................ 500.00
Stocks/Listed................................................................................ 150,809.52
Stocks/Closely Held.....................................................................
Bonds............................................................................................ 2,741.46
MutualFunds................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ 163,803.80
Total Real Property................................................ 239,775.00
Total Personal and Real Property........................ 403,578.80
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may,at the e�ection 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-OJ Rev.10-13-2006 0("�
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� INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-13-1080
DATE OF DEATH LAST RESIDENCE 5222 Deerfield Avenue DECEDENT'S SOC.SEC.NO.
05/27/2013 Mechanicsburg, PA 17050
Cash
2013 Federal Income Tax Refund 525.00
County of Lancaster-Veteran's death benefit 100.00
CVS Pharmacy-prescription refund 3.02
Discover-refund 25.25
Express Scripts-retirement monthly distribution 64.19
Jackson Siegelbaum Gastroenterology-refund 38.86
Medco Cash Balance Retirement Plan payments 227.92
Merck Company-uncashed dividend checks from 7/9/12-$1.68 and 1/8/13-$1.72 3.40
Merck Company-uncashed dividend checks from 7/9/12-$178.50 and 1/8/13-$182.75 361.25
Orthopedic Institute of PA-refund 15.99
Pennsylvania Bureau of Unclaimed property 8.42
Prorated taxes at real estate settlement-per HUD-1 2,364.02
Prudential-uncashed dividends from 12/14/2012-$49.60 and 3/21/13-$12.40 62.00
The Hershey Company-uncashed dividend checks from 3/11/2013 to 9/12/13 5,953.50
Total Cash 9,752.82
Personal Pronert�
1996 Buick Regal -bluebook value 500.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate 403,578.80
� INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-13-1080
DATE OF DEATH LAST RESIDENCE 5222 Deerfield Avenue DECEDENT'S SOC.SEC.N0.
05/27/2013 Mechanicsburq, PA 17050
Total Personal Property 500.00
Stocks/Listed
A& P stock-no value 0.00
American Scientific Corp stock-no value 0.00
Campbell Resources stock-no value 0.00
900.0000 shares Hershey Company 80,325.00
2,445.7890 shares John Hancock Bond A Account#00004851649 39,537.62
LaBarge stock-300 shares exchanged for cash 5,775.00
Medco stock-81 shares were exchanged for cash by Express Scripts 2,880.00
429.0000 shares Merck&Company 20,231.64
New Valley Corp. -no value 0.00
31.0000 shares Prudential 2,060.26
Tota) Stocks/Listed 150,809.52
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16 U.S.Savings Bonds Series E and EE-see attached list 2,741.46
Total Bonds 2,741.46
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-13-1080
DATE OF DEATH LAST RESIDENCE 5222 Deerfield Avenue DECEDENTS SOC.SEC.NO.
05/27/2013 Mechanicsburq, PA 17050
Real Estate
Real estate-located at 609 Penn Ayr Road, Camp Hill,Cumberland County, PA 17011, 239,775.00
sale price
Total Real Estate 239,775.00
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