HomeMy WebLinkAbout10-31-14 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
4^SanCOUNTY OF Cumberland } SS File Number 21 .- 14—
Sandra
dra L. Cardinal
Personal Representative(s)of the Estate of Janet R. Utts
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 f this inventory.
I verify that the statements made in this Inven- C5 N-�� L. C,�= I
tory are true and correct. I understand that false state- Sandra L. Cardinal r)
ments herein are made subject to the penalties of p rn rn
c—s
18 Pa.C.S.§4904 relating to unsworn falsification to � � � Grp
authorities. -T- C')
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Attorney— (Name) Lauren E. Kays (Supreme CodrT1 r1VO.) 20596
(Firm) coBogar& Hipp Law Offices
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(Address) One West Main Street,Shiremanstown, PA 17011
(Telephone) 717-737-8761
DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane DECEDENTS SOC.SEC.NO.
08/08/2014 Mechanicsburg, PA 17055
FIGURES MUST BE TOTALED
Personal Property_
Cash...............................................................................................
Personal Property........................................................................ 13,812.00
Stocks/Listed................................................................................
Stocks/Closely Held.....................................................................
Bonds............................................................................................
MutualFunds................................................................................ 837,811.17
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property.......................................................................
Total Personal Property........................................ 851,623.17
Total Real Property................................................
Total Personal and Real Property........................ 851,623.17
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 M 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 21
DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane DECEDENTS SOC.SEC.N0.
08108/2014 Mechanicsburg, PA 17055
Personal Property
2010 Subaru Forrester-VIN#JF2SH6CC4AH717807-Kelly Blue Book value 13,812.00
Total Personal Property 13,812.00
Mutual Funds
Merrill Lynch-Account No.81 c-11076. Principal value at date of death$750,515.68; 754,088.07
accrued interest$3,572.39.
Merrill Lynch-Account No.81c-15862. Principal value at date of death$65,543.28; 65,694.79
accrued interest$151.51.
Merrill Lynch-Account No.81c-58708. Principal value at date of death$18,028.31; 18,028.31
accrued interest$0.00.
Total Mutual Funds 837,811.17
(Attach additional sheets if necessary) Total Personal Property and Real Estate 851,623.17