HomeMy WebLinkAbout07-31-06
INVENTORY
Estate of Cope, Ruth B.
No.21
05
1086
, Deceased
Date of Death 12/12/2005
Social Security No. 177246359
also known as
Personal Representative(s) of the above Estate, deceased, verify 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 the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We
verify that the statements made in this inventory are true and correct. l!We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: William P. Douglas
Marlin Blaser
1.D. No.:
~J <q.Q c...
Address: 27 W. High St.
Carlisle
Dated July 24,2006
PA 17013
Telephone: 717-243-1790
Description
Value
Stocks & Bonds
MFS municipal bonds
:8$,207.78 I
MFS municipal bonds
.~~ ,853.od ,i
L.fo.)
....D
Putnam American Govt. Class A
15,787.61
Putnam Tax Exempt Class A
43,335.30
Van Kampen U.S. Mortgage Fund
12,165.51
Total
(Attach Additional Sheets if necessary)
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.
713,769.24
RW-4
t>-
Continuation of Inventory
Cope, Ruth B.
21
05
1086
PaQe 1
Description of Inventory
Description
Value
Van Kampen MVA Income Fund
8,137.27
Franklin Income Fund, Class A
71,357.42
Alliance, redemption of SGA
14,178.97
Alliance Gov. Ins.A
6,580.61
Pershing Funds
36,420.56
Met Life Investors
52,074.98
Carlisle Corp stock/Computers hare
27,142.98
Homestead Trust No.5 - See attached Release
6,632.99
Closely-Held Corporation, Partnership or Sole-Proprietorship
Mortgages & Notes Receivable
Cash, Bank Deposits, & Misc. Personal Property
M& T checking
77,180.83
State Farm Mutual, refund
86.39
Met Life, withdrawal
137.33
Subtotal
$
299,930.33
Continuation of Inventory
.
Cope, Ruth B.
21
05
1086
Paqe 2
Description of Inventory
Description
Value
Pershing Funds, withdrawal
159.56
Pershing Funds, withdrawal
55.99
Alliance Funds, withdrawal
120.00
Pershing Funds, withdrawal
115.97
Tax proration received on sale of 915 Hamilton St.
915.04
Cash given to nephews, Thomas, Aaron, Steven Bloser on October 31, 20C 5
25,000.00
Cash given to brother, Marlin, on October 31, 2005
10,000.00
North Middleton Township, refund water and sewer
79.90
AARP, refund on insurance
143.25
Real Estate
915 Hamilton St., Carlisle, Pa 17013, selling price, see attached settlement ~heet
184,900.00
Subtotal $
Grand Total $
221,489.71
713,769.24