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HomeMy WebLinkAbout05-04-15 O INVENTORY r REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNS (L)L -z 2_' rn COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-14-0836 Krishnan Ramaswamy Personal Representative(s)of the Estate of George K.Tokuhata 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 appe sin a me randum at the e d of this inventory. I verify that the statements made in this Inven- r tory are true and correct. I understand that false state- Krishnan Ramaswamy ments herein are made subject to the penalties of 18 Pa.C.S.§4904 relating to unsworn falsification to authorities. Attorney-- (Name) Michael L. Bangs (Supreme Court I.D.No.) 41263 (Firm) Bangs Law Office, LLC (Address) 429 South 18th Street, Camp Hill, PA 17011 (Telephone) 717/730-7310 DATE OF DEATH LAST RESIDENCE 100 Mt.Allen Drive DECEDENT'S SOC.SEC.NO. 08/18/2014 Mechanicsburg, PA 17050 FIGURES MUST BE TOTALED Personal Property Cash............................................................................................... 404,239.07 Personal Property........................................................................ Stocks/Listed................................................................................ 391,874.62 Stocks/Closely Held..................................................................... Bonds............................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... AllOther Property........................................................................ Total Personal Property........................................ 796,113.69 Total Real Property................................................ Total Personal and Real Property........................ 796,113.69 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 21-14-0836 DATE OF DEATH LAST RESIDENCE 100 Mt.Allen Drive DECEDENT'S SOC.SEC.NO. 08/18/2014 Mechanicsburg, PA 17050 PA Department of Revenue -2014 income tax refund 145.00 Sale of miscellaneous furniture 2,750.00 Sale of miscellaneous jewelry 790.00 r Sale of miscellaneous personal property 50.00 US Treasury-2014 income tax refund 1,848.00 Wells Fargo-Certificate of deposit 11,373.53 Wells Fargo-Checking Account#3539 3,659.46 Wells Fargo-Checking Account#2875 0.01 Wells Fargo-Checking Account#2676 100.01 Wells Fargo-Checking Account#8294 38,990.73 Wells Fargo-Savings Account#6793 73,002.14 Wells Fargo-Savings Account#8658 198,796.94 Wells Fargo-Savings Account#3041 55,903.32 Wells Fargo-Savings Account#3058 9,156.25 Wells Fargo-Savings Account#1586 7,673.68 Total Cash 404,239.07 (Attach additional sheets if necessary) Total Personal Property and Real Estate 796,113.69 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-14-0836 DATE OF DEATH LAST RESIDENCE 100 Mt. Allen Drive DECEDENT'S SOC.SEC.NO. 08/18/2014 Mechanicsburg PA 17050 Stocks/Listed 1,034.0080 shares American Funds Account#00086730412-Short-term Bond Fund of America-A 10,350.42 2,843.5700 shares American Funds Account#00086730412-The Income Fund of America-A 61,762.34 828.4460 shares American Funds Account#00086730412-Capital Income Builder-A 50,419.22 1,538.0210 shares American Funds Account#00086730412-Europacific Growth Fund-A 76.670.35 1,181.0140 shares American Funds Account#00086730412-Intermediate Bond Fund of America- 16,038.17 A 4,458.2060 shares American Funds Account#00086730412-The Investment Company of America- 176,634.12 A Total Stocks/Listed 391,874.62 -2-