HomeMy WebLinkAbout02-22-07 (2)
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of HELEN M. LEISING
No. 2006-00459
also known as
Date of Death May 22, 2006
late of Monroe Township, Cumberland
County, Pennsylvania
I Deceased
Social Security No. . 538-34-1805
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 ofthe 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. IM/e verify that the statements made in this Inventory are true and correct.. IM/e understand that false
statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: Peter J. Ressler, Esquire
1.0. No.: 06844
Telephone: (717) 232-5000
Address
3401 N. Front Street, Harrisburg, PA 17110-0950
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,
Dated:
DESCRIPTION
VALUE
SEE ATTACHED
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TOTAL
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(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.
462748v1
.r Form ~.7 (Dauphin County). Rev. lW2
Estate of Helen M. Leising
Estate Inventory
Valued as of Date of Death
Cash & Cash Equivalents
Cash and Travelers Cheques $ 340.00
Citigroup Smith Barney Money
Market Account #724-09228-10 28.52
Edward Jones Money Market
Account #377-01814-1-4 0.13
-
M&T Bank Checking Account
#55022871 100,845.35
Members 1st Federal Credit Union
Checking Account #53766-11 1,708.26
Members 1st Federal Credit Union
Money Management Account
#53766-05 63,496.87
Interest at Date of Death 83.29
Members 1st Federal Credit Union
Savings Account #53766-00 26.35
USAA Federal Savings Bank
Savings Account 1,215.89
Total Cash & Cash Equivalents $ 167,744.66
No. of
Shares Stocks
3 Agere Systems, Inc. - 3 shares of
common stock $ 0.00
30 AT&T, Inc. - 30 shares of common
stock 761.25
11 A vaya, Inc. - 11 shares of common
stock 127.49
616 Chevron Corporation - 616 shares of
common stock 35,657.16
Dividend at Date of Death 320.32
600 Citigroup, Inc. - 600 shares of
common stock 29,298.00
Dividend at Date of Death 294.00
Page 1 (1)
... Estate Inventory (Continued)
No. of
Shares Stocks
49 Comcast Corp. - 49 shares of
common stock $ 1,538.60
69 Delphi Corporation - 69 shares of
common stock 84.18
400 Edison International - 400 shares of
common stock 15,798.00
1,478 Exxon Mobil- 1,478 shares of
common stock 89,396.83
Dividend at Date of Death 472.96
2,160 General Electric Company - 2,160
shares of common stock 73,850.40
100 General Motors Corporation - 100
shares of common stock 2,432.50
Dividend at Date of Death 25.00
4,000 Hutton Telephone Trust, Series
Number 2 - 4,000 shares 9,320.00
33 Lucent Technologies - 33 shares of
common stock 83.66
2,000 Wells Fargo - 2,000 shares of
common stock 133,250.00
Dividend at Date of Death 1,040.00
Total Stocks $ 393,750.35
Par
Value Bonds, Debentures & T-Bills
10,000 Jersey Central Power & Light bond $ 9,967.71
Interest at Date of Death 39.38
37.5 U.S. Savings Bond, Series E, issued
09/1978 37.50
Interest at Date of Death 156.26
Total Bonds, Debentures & T -Bills 10,200.85
Tangible Personal Property
1985 Volkswagen Golf $ 675.00
Page 2 (2)
.~ Estate Inventory (Continued)
Tangible Personal Property
1986 Chrysler New Yorker $ 550.00
Tangible Personal Property 2,000.00
Total Tangible Personal Property $ 3,225.00
Miscellaneous
Bankers Life - refund of unearned
premium for long term care
insurance $ 886.90
Membership in Caledon Lake
Company, an unincorporated
nonprofit association 313,171.08
Riverside Anesthesia Associates -
refund 17.95
Total Miscellaneous 314,075.93
Real Property
Real property situate in Monroe
Township, Cumberland County,
Pennsylvania, known as 441 Long
Road; Tax Parcel Number
22-11-0282-049. $ 421,000.00
Total Real Property 421,000.00
No. of
Shares Mutual Funds
461.847 Capital Income Builder Fund, Class
A - 461.847 shares $ 25,373.87
362.565 Dryden Government Income A Fund,
Jennison Dryden Account
#07000710544 3,150.69
5,000 Federal Home Loan Mortgage Corp.
Bond, Series 2665, dated 08/01/2003 4,697.35
Interest at Date of Death 16.05
261.545 Income Fund of America - 261.545
shares 4,890.89
Page 3 (3)
.
No. of
Shares
1,850.405
1,387.223
2,517.408
Page 4
Estate Inventory (Continued)
Mutual Funds
Putnam Equity Income Fund, Class
A, Putnam Investments Account
#AOC 1538341805BBB 1
Putnam Investors Fund, Class A,
Putnam Investments Account
#A031538341805BBBE
T. Rowe Price Tax Free High Yield,
Account #4009499475-5
Dividend at Date of Death
Total Mutual Funds
Total Inventory
$
(4)
31,975.00
18,949.47
29,982.33
86.74
$
119,122.39
$ 1,429,119.18
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RESSLER PETER J ESQUIRE
METTE EVANS & WOODSIDE
3401 N FRONT ST PO BOX 5950
HARRISBURG, PA 17110-0950
_.nun fold
ESTATE INFORMATION: SSN: 538-34-1805
FILE NUMBER: 2106-0459
DECEDENT NAME: LEISING HELEN M
DA TE OF PAYMENT: 02/22/2007
POSTMARK DATE: 02/20/2007
COUNTY: CUMBERLAND
DA TE OF DEATH: OS/22/2006
NO. CD 007834
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $12,848.42
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I
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TOTAL AMOUNT PAID:
$12,848.42
REMARKS:
CHECK#1083
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS