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HomeMy WebLinkAbout03-12-15 (2) � c� �__. "'� m c= � � -'�� � r� INVENTORY _, REGISTER OP WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA ' � -.� GOMMONWEALTHOFPENNSYLVANIA - - �'� couurvoF Cumberlantl ) SS F��ieNumoe� 21-14-0164 �� �� _ �.� . John Ross Krie er, Barbara Anne Garrick and Ma Christina Mattise � `�� Personal Represenlalive(s)of the Esta[e of Mdly Af100 KfiE92! .. decease0,tlepose(s)and say(s)Ihat the Ilems appearing in ihe followiny inventory indutle all of Ihe personal assets wherever situate antl all of ihe real eslate in Ne Commonweal�h of Pennsylvania of saitl Decetlent,Ihat ihe valuation placed opposite each item of said inventory represen�s its fair value as of ihe tlate ol ihe tleceGenl's death, antl Ihat DeceOent ownetl no real estale outsitle of lhe Commonwealth of Pennsylvania except thal whlch appears m a memorandum a�the end o(this invento I verify lhat the s�atemenls made in�hle!nven- 7 ����. �� �j/�i��, . _ tory are Vue antl correct I understand lhat(alse stale- J � n Ross Krieger menis herein are made subject lo ihe penal�ies of . __. . iBPa.C.S.§4904relalinglounswomfalsifcationto � garbaraAnneGarrick authorilies .... � � - Mary Christina Mattise � nnar�ey- �Name� James D. Bogar (s�preme Court i.�. NOJ 19475 �F""'� eogar 8 Hipp Law Ottices . . . ._ --- ---- ��� faddressl One West Main Street, Shiremanstown, PA 11017 . . .... .. (ierePnanel (717) 737-8761 .... . . .. . . ... on.coroenn� usrnesmrucc gyEgeDriVe �oeceoeHrssocsecne 71/Y6/20'14 Carli le PA 17015 FIGURES MUST BE TOTALED - personal Prooertv Cash......................._............_.__...._..........................._................ 56�658.J5 Personal Property..........................................._........._................ B,�az.5o Stocks/Listetl................................................................................ StockslCloselyHeld..................................................................... Bonds............................................................................................ MutualFuntls................................................................................ G13.3a2^1 Partnerships and So�e Proprietorships ..................................... Mort9ages and Notes Receivable...................._...._................... All Olher ProPerty........._..............._...,.._.............__..............._.. To[al Personal Property............_.......................... 738,742.86 Total Real Property................................................ Total Perso�al and Real Property........................ 738.742.e6 NOTe. �emsu�cergures�snouia��otoee���ena��ioinemizi�oitneinventory�(SeeYio�P��Sclo�o��peoeisonaireoresenteiweincmtic�neva�oeo�eacn �mm RW-09 ee. ic-varos � INVENTORY REGISTER OF W�LLS OF CUMBERLAND _ COUNTY, PENNSYLVANiA COMMONWEALTHOFPENNSVLVANIP j 55 FileNumber 21-14-��64 CouNTY oF Cumbedantl — .__ —. .. — John Ross Krieger, Barbara Anne Garrick and Ma Christina Mattise Personai Rao�esenta6�e(s7 onne Estate of Mary Anne Krieger .__ __. . . .- _ — — tleceased.depose(s)antl say(s)that ihe items appeann9 in Ihe following irnentory indu0e all of Ihe personal assets wherever siNale and all ot the real estate in t�e Commonweal[h of PennsyNania of said�ecetlent,that ihe valua�ion placed opposile each item o`saitl invenfory represen�s Its fair value as of�he date of the decetlenfs tlea�h,antl�hal Decetlent ownetl m real estate outsitle of the Gommonwealih o1 Pennsylvania except that which appears in a memorandum at[he end of�his invenmry. I verity tha�lhe slalemen[s matle in this Imen- i . _ _ _ _ _ . . tory are tme antl caneCL I untlersland�hat false state- 1 ,fo n Ross Kllegef `� � ments hereln are made subjecllo Ihe penalties o! 7 �(,�'.y�L� �(iC �/�,J �-^�'� ��I I S 18 Pa.C.S. §4904 relating lo unswom falsifcation to l g �6ara Anne Garrick � � au:�ori�ies. . . .. _. _— - .. Mary Chris[ina Mattise � nnorney— �rvame) Jameso. Bogar _. fsupremecoun�.omo.� 19475 _ __ —.. .. _ _.. lFirml Bogar& Hipp Law Offices . . . — --.- --- — �addressl One West Main Streeq Shiremanstown, PA 17011 _ � _.. __. . .. _ — . ___— —_ _ . . .. �ieiephone) (7t7) 737-8761 -- � -- —___. _—_ - ___ _—. _. .. oeceoeurssoc sEc xo o�rEoroen�n �>s+e.siveHce 93EgeD�ive 11126l2014 Carlisle, PA t7D15 FIGURES MUST BE TOTALED P al P o rtv Cash............................................................................................... 56.658.15 Personal PropertY........................................................................ e,]42.50 Stocks/Listed................................................................................ Stocks/Closely Heltl..................................................................... Bo n tl s............................................................................................ Mutu21Fu�tlS................................................................................ 6]3.142.01 Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... AllOther PropertY........................................................................ ToWI Personal ProPer[y........................................ �38,742.96 Totai Real Property................................................ Total Pereonal and Real Property........................ 738,742.86 rvo1E nem eui s°ucn fi m o���ou`ie�o�ee�eeenam�m u�ie�`�oui or me i�+e���o�y jseevxo Pzec s g aao�i��ej�ce`sonai represen�av�e mcwae me.awe orearn guress .om RW-09 ee. ia�>zovE INVENTORY REGISTER OF WILLS OF CUMBERLAND _ COUNTY, PENNSYLVANIA COMMONWENLTH�PPENNSVLVANiN j 55 FileNum�er 21-74-1764 coun�ivoF Cumberlantl —_ .__ -- -- -- John Ross Krieger, Barbara Anne Garrick and Ma Chris[ina Mattise aersonai aepresenta�ive�s�onne Es�a�e of Mary Anne Krieger _ __. . _. . . - - tleceased tlepose(s)antl say(s)Ihat the items appearin9 in ihe following mvenlory inclutle all af the personal assets wherever situate and all of the real es[ate in ihe Commonweallh of Pennsylvania of saiC Decedent thal Ihe valuation placetl opposile each item of sai0 inven[ory represents ils fairvalue as of the date o�Ihe tlecetlen(s death,and that Decetlent ovmed no real estate outsitle of the Commonwealth of PennsyNania except that which appears in a memorandum at the end of this inventory. I verity lhat the statements made in��is Inven- i _ ._ __.. _ . — tory are�me antl wrrect. I untlerstana mat(alse state- I John Ross Kfiegef menis herein are made subjed�o Ihe penaities oi . .- — . — _ —_ 1 B Pa G5.§4904 relating�o unswom falsi5cation to garbara Anne Gar 'c��l k�� .y�� �^ �-i— � � `�. � 1� I�a..M-cAJL-3/`! iv aulnori�ies �l�'�'�- -- — MaryChristi �Mattise Attomey- (Name) JameS D. Bogar _ _ _ __ (Supreme Covrt ID. No.) 19475 lFirml Bogar&HIPP Law Offices . . — --. . -- . �aaaressl One Wes[Main Streel, Shiremanstown. PA 17011 __. ._. _ . . . _ __ - _ .—.—_ . __- . _ -_ �ie�epnone; (�17)737-8761 . .. __ --� . _. . __ _ .— . _. � oA�earoFn*n �>s*aEsm=xct 93EgeDriVe o=_ceoervrssocsecxo 11126/2014 Carlisle, PA 17015 FIGURES MUST BE TOTALEO Pe al Pmoertv CaSh............................................................................................... 56�658.35 PersonalPropei'b/........................................................................ 8.742.50 Stocks/Listed................................................................................ Stocks/Closely Held..................................................................... Bo n d s............................................................................................ MutualFuntls................................................................................ 613,342.a1 Partnerships and Sole Proprietorehips ..................................... Mortga9es and Notes Receivable............................................... AllOther PropertY........................................................................ Total Personal ProPertY........................................ �a8,7a2.e6 ToWIReal PropeRT................................................ Total Pesonal and Real Property........................ 738,742.86 Horemememoa�oumo�reaies�a�eo�n�eemecommo��a�moiae��syn.an ayaiuueien�o�o�mepersoreireo�eu��an�e�ncwaemevawemeacn vem,ew sum rre�res s�w�ie�oi ee eae�aee�mo me wui o��ne m�emm��(see zo aa.c s g aam�e�i .wm RW-09 ae. �o-i3 iooe INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSVLVANIA couNTroF Cumbedand } 5S FileNumber 27-14-1764 . onrE oF oearH us�nesioer+cE g3 Eg¢Df1V2 oeceoEr+rs sac.sEc.rvo 1 7/2 612 014 Carlisle PA 17015 �li AARP Denfal Plan-refund 56.64 Encompass Home antl Auto-premium refuntl �z2.�9 EZ Pass-refund 29.35 Genworth Financial LTC-refuntl of long term care insurance premium 880.97 M&TBank-CheckingAccountNo.52847462. PrincipalbalanceatdateMdeath 5.043.54 $5,043.53;accruetl interest50.01 Mary Wills Jennings Trust-payment �<2�46 Merrill Lynch-Mary Anne Krieger IRA Ac<ount No. BBA-90409. Principal balance at 50,292.09 date of tleath E50,265.08;accrued interest$27.01 NEA Trust Insurance-Premium Refund 2.�3 PSERS-prorotetl monthly annuiry payment 87.78 Total Cash 56.658.35 Persenal Proeertv Personal Property -retainetl by beneficiaries-sce aHached appnisal 4.035.00 Peraonal Property -Sold at auction-includes 2005 Buick Rentlervous VINN 4,707.50 3G5DA03E755546890. ToWI Personal Property s.7a2.50 (Attach additional sheets if necessary) TOtal PefSOnal Propefly Ofld Real EStetB 738,742.86 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA CouNivoF Cumberland } SS FiieNumber 21-14-7164 on.eoFOEn.H usraesmeucE g3EgeDrive oec[oEurssoc.sec.Ho. 1112612014 Carlisle PA 17075 Mutual Funds Mertill Lynch-Mary Anne Krieger PIA Options Account No. 88A-16475. Principal 356,495.57 balance at date of death E355,565.01;accruetl Interest$930.50 Merrill Lynch-Mary Anne Krieger CMA Account No.88A-16467. Principal balance at 376,846.50 tlate of tleath E315,786.96;accrued interest E1,059.54 TOtal Mutual FuntlS 673.342.01 '2'