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HomeMy WebLinkAbout02-20-15 (3) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland SS File Number 21-14-0129 Barbara L.Christie Personal Representative(s)of the Estate of Ingrid W. Christie Wanda Ingrid Christie 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 wphicapp ars,in arsinor at!tRh end of this inventory. I verify that the statements made in this Inven- L C tory are true and correct. I understand that false state- ra L.Christie arbara ments herein are made subject to the penalties of 18 Pa.C.S.§4904 relating to unsworn falsification to authorities. Attorney-- (Name) Wayne M Pecht Esq. (Supreme Court/.D.No.) 38904 (Firm) Pecht&Associates,R.C. (Address) 660 North Twelfth St., Lemoyne, PA 17043 (Telephone) 717-691-9808 DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane,Apt.228 FIGURES MUST BE TOTALED Personal Property Cash............................................................................:.................. c QN,3 5,t-23 Personal Property........................................................................ 0181.@0 J Stocks/Listed................................................................................ r- 1711-1.) Stocks/Closely Held..................................................................... F."! C:D Bonds............................................................................................ MutualFunds................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... T1 All Other Property......................................................................... Total Personal Property......................................... 484,372.23 Total Real Property........................................... Total Personal and Real Property........................ 484,372.23 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�O Pa.C.S.§3301(b)) Form RW-09 Rev.10-i3-2006 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss File Number 21-14-0129 DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane,Apt. 228 Cash Annuity Payment 252.07 Deposit-Decedent's cash 100.00 LPL Financial#1774-9307-Brokerage account 19,122.71 LPL Financial#3240-3020-investment account 269,435.89 LPL Financial#5523-0826-Investment account 122,173.28 Omnicare -refund 0.68 Social Security Payment 952.00 Wells Fargo##xxxx3240-opening deposit 1,000.00 Wells Fargo#xxxx0269-checking account 34,197.81 Wells Fargo#xxxx3232-opening deposit 50.00 Wells Fargo#xxxx3440-brokerage account 35,069.79 Total Cash 482,354.23 Personal Property Internal Revenue Service-2013 tax refund 2,018.00 Total Personal Property 2,018.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 484,372.23