HomeMy WebLinkAbout03-06-15 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA SS 2014-01200
COUNTY OF CUMBERLAND File Number
Personal Representative(s)of the Estate of Katharine S.Lorenz
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 appears in a memorandum at the end of this inventory.
I verify that the statements made in this Inven- `�,` 2,c
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney-- (Name) (Supreme Court LD. No.)
(Address)
(Telephone)
DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO.
09/13/2014 325 Wesley Drive,Mechanicsburg,PA
FIGURES MUST BE TOTALED
Fidelity Money Market Acct#xxxx0145 16,768.00
Belco Checking Acct#xxxx5060-0040 20,896.00
Belco Savngs Acct#xxxx5060-0001 248.00
Bank of America Checking Acct#xxxx7224 7,608.00
Stifel Money Market Acct#xxxx2586 29,725.00
Ohio National Non-Qualified Contract#xxxx1818-payable to estate 58,515.00
Ohio National IRA#xxxx7389-payable to estate 22,616.00
The Hartford Annuity#xxxx3454-payable to estate 19,341.00
The Hartford Annuity#xxxx8678-payable to estate 11,401.00
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(Attach additional sheets as needed)
TOTAL: ='=: 87,118.0�
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NOTE: The Memorandum of real estate ouuide the Commonwealth of Pennsylvania may,at the election of the personal representative include;tha value of e�r�h
item,but such figures should not be extended into the total of the Inventory. (See 20 Pa.C.S.§330/(b)) ,_ � �
C.1-1 _.,,�
Form RW-09 rev.10.13.06 \
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March 3, 2015
Lisa M. Grayson, Esquire
Cumberland County Register of Wills
1 Courthouse Square, Suite 102
Carlisle, PA 17013
Re: Estate of Katharine S. Lorenz
File#2014-01200
Dear Ms. Grayson:
Enclosed please find the Certification of Notice Under Rule 5.6(a) and the Inventory for filing in
regard to the Estate of Katharine S. Lorenz.
If you have any questions, please contact me.
Sincerely,
C_- --'
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Steven T. Lorenz, Ad ' 'strator
232 Beverly Road
Newark, DE 19711
302-593-2604
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