HomeMy WebLinkAbout09-08-14 (2) i INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY Olr CUMBERLAND } SS File Number 21'14-0098
Personal Representative(s)of the Estate of Judith A. Ingram
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- (� d' Qa(I f pt_
tory are true and correct. I understand that false state- Eliza Ann Crouse, Exicutrix
ments herein are made subject to the penalties of
18 Pa.C.S. § 4904 relating to unswom falsification to
authorities.
Attorney-- (Name) David M.Watts,Jr.,Esquire (Supreme Court LD. No.) 42232
(Address) 100 Pine Street,P.O.Box 1166,Harrisburg,PA 17108-1166
(Telephone) (717)237-5344
DATE OF DEATH UST RESIDENCE DECEDENTS SOC.SEC.NO
January 24,2014 322 Wister Circle,Mechanicsburg,PA
FIGURES MUST BE TOTALED
SEE ATTACHED 2,360,641.82
(Attach additional sheets as needed)
TOTAL: 2,360,641.82
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(6))
Form RW-09 rev.10.13.06
Estate of Judith A. Ingram
Estate Inventory
Valued as of Date of Death
Cash and Cash Equivalents
Adjustments at Settlement of 394
Alison Avenue, Mechanicsburg, PA
School Taxes $ 443.13 $ 443.13
Commonwealth of Pennsylvania,
Pension payment 3,004.44
Health Management, refund 100.00
Members 1st Federal Credit Union
Savings Account #463007-00 5.00
Members 1 st Federal Credit Union
Checking Account#463007-11 118,879.54
Interest at Date of Death 3.85
Refunds deposited into checking
account 460.00
48,322.968 Vanguard Pa Tax Free Fd Long Tax
Adm Mutual Fund (As Quoted By
Nasdaq) 542,666.93
Interest at Date of Death 1,419.03
476,474.9798 Vanguard Pennsylvania Tax-Exempt
Money Market Fund 476,467.27
Total Cash and Cash Equivalents $ 1,143,449.19
No. of
Shares Stocks
2,009.239 PPL Corporation $ 60,518.28
Total Stocks 60,518.28
Face
Amount Bonds, Debentures & T-Bills
20,000 Various U.S. Savings Bond Series
EE $ 10,000.00
Interest at Date of Death 22,544.00
Total Bonds, Debentures &T-Bills 32,544.00
Tangible Personal Property
2012 Toyota Prins V $ 20 000.00
Total Tangible Personal Property 20,000.00
Page l
(1)
Estate Inventory(Continued)
Miscellaneous
Fidelity Investment IRA Account
IE2BC44405 $ 62,684.88
Total Miscellaneous $ 62,684.88
Real Property
Building lot known as 394 Alison
Avenue,Mechanicsburg,PA @ sale
price $ 35,000.00
Real Estate known as 322 Wister
Circle, Upper Allen Township,
Cumberland County, Mechanicsburg,
PA @ assessed value 206,901_00
Total Real Property 241,901.00
No. of
Shares Mutual Funds
1,225.593 Dreyfus Disciplined Stock Fund $ 42,123.63
569.803 DWS International Fund-S 27,789.29
2,183.56 Fidelity international Bond Fund 23,800.79
671.746 Fidelity Magellan 60,685.51
992.697 Rowe T Price Intl Fds Inc Intl
Discovery Mutual Fund (As Quoted
By Nasdaq) 54,697.60
6,139.145 Vanguard Fixed Income Secs I'd
Hiyld Corp Adm Mutual Fund (As
Quoted By Nasdaq) 37,141.83
Dividend at Date of Death 144.47
675.638 Vanguard Index Fds Extn Mkt
Admir Mutual Fund (As Quoted By
Nasdaq) 41,740.92
7,765.182 Vanguard Index Fds Tot Stkidx Adm
Mutual Fund (As Quoted By
Nasdaq) 352,616.91
4,406.313 Vanguard Trustees Equity I'd Intl
Value I'd Mutual Fund (As Quoted
By Nasdaq) 158,803.52
Total Mutual Funds 799,544.47
Total Inventory $ 2,360,641.82
Page 2
(2)