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HomeMy WebLinkAbout04-16-15 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-14-0238 Pamela B.Thompson and Wesley R, Burns III Personal Representative(s)of the Estate of Gladys I. Burns 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 of this inventory. I verify that the statements made in this Inven- __ tory are true and correct. I understand that false state- Pamela B. Thompson ments herein are made subject to the penalties of 18 Pa.C.S. §4904 relating to unsworn falsification to i authorities. Attorney-- (Name) Jeffrey R. Boswell, Esquire (Supreme Court I.D. No.) 25444 (Firm) Boswell, Tintner& Piccola (Address) 315 North Front Street, Harrisburg, PA 17101 70 rn (Telephone) (717) 236-9377 C> c DATE OF DEATHLAST RESIDENCE 5225 Wilson Lane 70E6c.EDRWS S EC. ( C:)_03/0612014 Mechanicsburg, PA 17050 FIGURES MUST BE TOTALED Personal Property ' w r— m Cash............................................................................................... �o -t 45,2g,14D Personal Property........................................................................ ►—'1,865.80 Stocks/Listed................................................................................ Stocks/Closely Held..................................................................... Bonds............................................................................................ 5,700.56 MutualFunds................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... AllOther Property........................................................................ Total Personal Property........................................ 52,833.51 Total Real Property................................................ 180,000.00 Total Personal and Real Property........................ 232,833.51 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.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 21-14-0238 DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane DECEDENT'S SOC.SEC.NO. 03/06/2014 Mechanicsburg, PA 17050 Cash Asbury Bethany Village-refund 3,106.50 Dreyfus State Municipal Bond -close account 3,124.00 National Financial-refund 0.01 Omnicare King of Prussia-refund 141.67 PNC Investments-Account No.039-223573 37,418.47 PNC Investments-cash in bank 0.18 PSERS-refund 227.85 Tricare-refund 75.92 U.S.Treasury-2013 federal income tax return refund 1,004.78 USAA-insurance refund 167.77 Total Cash 45,267.15 Personal Property Personal Property -See Summary Appraisal Report-Personal Property Estate, 1,333.00 prepared by Ibis Appraisal Services(attached) Rowe's Auctioneer-proceeds from sale of personal property 532.80 Total Personal Property 1,865.80 (Attach additional sheets if necessary) Total Personal Property and Real Estate 232,833.51 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF Cumberland File Number 21-14-0238 DECEDENTS SOC.SEC.NO. c DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane DEN Mechanicsburg, PA 17050 Bond Dreyfus State Muni Bond PA Fund-Class A 5,642.16 U.S. Savings Bond-Series EE 58.40 Total Bonds 5,700.56 Real Estate Real Estate-Sale of 131 North 28th Street,Camp Hill,Cumberland County, PA-see 180,000.00 Settlement Statement(HUD-1)attached Total Real Estate 180,000.00 -2-