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HomeMy WebLinkAbout04-15-15 (2) 1 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } COUNTY OF COUNTY J SS File Number 2114 0751 Personal Representative(s)of the Estate of ELAINE J.KAUFMAN-SCHILLER deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate and all ofthe 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- v Ilk 18 1 IS- tory Story 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) Bridget M.Whitley (Supreme Court LD.No.) 33580 (Address) SkarlatosZonarich LLC,17 S 2nd St FL 6,Harrisburg,PA 17102 (Telephone)-.,717-233-1000 DATE OF DEATH LAST RESIDENCE DECEDENTS SOC.SEC.NO. 07/18/2014 965 Grandon Way,Mechanicsburg PA 17050 FIGURES MUST BE TOTALED CASH AND CASH EQUIVALENTS: Benefits Concepts Cash Refund 164.79 LPL Cash account 560.18 Mass Mutual commission checks 1,487.72 MUTUALFUNDS ry 950.067 shs PIMCO Commodity Real Return Strategy Fund x,510.39,;*, 1,117.363 shs PIMCO Total Return CLC O „22 . . 456.955 shs PIMCO Total Return CL A ,99�IQ9 "? tom, 406.831 shs Vanguard Wellesley Income Fund ' M 19,58 r ltti 265.607 AS Vanguard Wellington Fund 1> 0,670CD C C3 rT t! 7! M t7- (Attach additional sheets as needed) TOTAL 46,209.216 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.CS§3301(6)) Form RIV-09 rev./0.13.06