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Home My WebLink About03-23-07 (2) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of Ruth L Anderson No.21 06 0620 , Deceased Date of Death 6/28/2006 Social Security No. 270-03-1287 also known as David H. Stone 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. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements h in made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal tor Name of Attorney: David H. Stone, Esquire 1.0. No.: 39785 414 BridQe St New Cumberland PA Address: 414 BridQe Street New Cumberland Dated 3-Z-'3-()t PA 17070- '.,~ ) Telephone: (717) 774-7435 () Co -, ~-r'" ::..<J N ~36.00 Description VCllui'Q : ~~\-...\ ~_.... --'; c_,");.>-':::' AARP-insurance refund Bankers Life-home healthcare reimb. --rJ 2H18.14 .>:"" Cash on hand 2,932.54 20000 shares Citigroup/Smith Barney-Allegheny Cnty PA Res 3.5% @ $0.98 each Due 11/01/13 19,645.80 25000 shares Citigroup/Smith Barney-Allegheny CO PA 5.25% @ $1.02 each Due 01/01/16 25,449.50 100 shares Citigroup/Smith Barney-Alltel Corp Delaware @ $61.22 each 6,122.00 Total 3,471,305.73 (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. RW-4 \ ~ Continuation of Inventory Ruth L Anderson 21 06 0620 PaQe 1 Description of Inventory Description 800 shares Citigroup/Smith Barney-Apple Computer Inc @ $56.36 each Value 45,084.00 2500 shares Citigroup/Smith Barney-Bellsouth Corp @ $35.48 each 88,687.50 336 shares Citigroup/Smith Barney-Boeing Co @ $81.76 each 27,471.36 1200 shares Citigroup/Smith Barney-Campbell Soup Co @ $37.00 each 44,394.00 25000 shares Citigroup/Smith Barney-Carlisle PA SD 3.8% @ $0.97 each Due 09/01/14 24,299.50 Citigroup/Smith Barney-Cash 39,632.20 25000 shares Citigroup/Smith Barney-Cecil Twp PA 3.75% @ $0.99 each Due 11/01/13 24,675.75 1000 shares Citigroup/Smith Barney-Citigroup Capital XI 6% @ $22.12 ea h 22,120.00 1093 shares Citigroup/Smith Barney-Columbia Federal Sec @ $10.10 ea 11,039.30 15000 shares Citigroup/Smith Barney-Conewago SD PA 3% @ $0.95 eac Due 09/01/11 14,256.30 1600 shares Citigroup/Smith Barney-Cooper Inds Ltd CI A @ $87.87 each 140,584.00 800 shares Citigroup/Smith Barney-Corn Products Inti @ $28.41 each 22,724.00 51681.06 shares Citigroup/Smith Barney-Delaware Tax Free PA @ $7.92 each 409,313.99 484 shares Citigroup/Smith Barney-Dominion Resources Inc @ $73.44 each 35,544.96 Subtotal $ 949,826.86 Continuation of Inventory Ruth L Anderson 21 06 0620 Page 2 Description of Inventory Description 1200 shares Citigroup/Smith Barney-Eaton Corp @ $73.15 each Value 87,780.00 40 shares Citigroup/Smith Barney-Embarq Corp @ $40.57 each 1,622.60 10000 shares Citigroup/Smith Barney-Erie Cnty PA Hasp 3.8% @ $0.98 e ch Due 11/01/11 9,843.20 30000 shares Citigroup/Smith Barney-Hempfield PA SO 3.45% @ $0.95 e ch Due 10/15/14 28,491.60 200 shares Citigroup/Smith Barney-Idacorp Inc @ $33.59 each 6,717.00 1400 shares Citigroup/Smith Barney-Ing Groep Nv 6.2% Pfd @ $23.13 ea h 32,375.00 1000 shares Citigroup/Smith Barney-JP Morgan Chase Cap 7.0% @ $24.82 each 24,815.00 3108.251 shares Citigroup/Smith Barney-LMP Core Plus Bd A @ $11.84 each 36,801.69 1472 shares Citigroup/Smith Barney-Meadwestvaco Corp @ $27.04 each 39,795.52 1000 shares Citigroup/Smith Barney-Metlife Inc 6.5% Pfd @ $24.33 each 24,330.00 107 shares Citigroup/Smith Barney-Newmont Mining Corp @ $49.24 each 5,268.15 25000 shares Citigroup/Smith Barney-PA Hsg Fin Agency 4.0% @ $0.98 each Due 10/01/12 24,431.00 25000 shares Citigroup/Smith Barney-Pittsburgh PA SO 5.5% @ $1.00 each Due 09/01/06 25,071.25 1200 shares Citigroup/Smith Barney-PPL Corp @ $31.53 each 37,830.00 Subtotal $ 385,172.01 Continuation of Inventory Ruth L Anderson 21 06 0620 Page 3 Description of Inventory Description 12800 shares Citigroup/Smith Barney-Procter & Gamble Co @ $55.76 ea h Value 713,728.00 1000 shares Citigroup/Smith Barney-Public Service Ent Grp @ $65.81 ea h 65,805.00 2120.457 shares Citigroup/Smith Barney-Putnam Tax Free High Inc @ $12.86 each 27,269.08 777.605 shares Citigroup/Smith Barney-Putnam Tax Free Inc Tr @ $12.8 each 10,015.55 128 shares Citigroup/Smith Barney-Smucker J M Co New @ $44.98 each 5,756.80 800 shares Citigroup/Smith Barney-Sprint Nextel Corp @ $19.64 each 15,708.00 3960 shares Citigroup/Smith Barney-US Bancorp Del New @ $30.80 eac 121,948.20 798 shares Citigroup/Smith Barney-Van Kampen Govmt Sees @ $9.89 ea h 7,892.22 2100 shares Citigroup/Smith Barney-Verizon Communications @ $32.68 each 68,628.00 Citizens Bank-Cert of Deposit #6140704146 Prine. $13,431.10, Int. $13.07 13,444.17 Citizens Bank-Cert of Deposit #6140705762 Prine. $11,631.53, Int. $22.35 11,653.88 Citizens Bank-Cert of Deposit #6140705770 Prine. $10,000.00, Int. $20.45 10,020.45 Citizens Bank-Cert of Deposit #6140731860 Prine. $15,000.00, Int. $21.90 15,021.90 Citizens Bank-Cert of Deposit #6140731879 Prine. $5,000.00, Int. $10.29 5,010.29 Subtotal $ 1,091,901.54 Continuation of Inventory Ruth L Anderson 21 06 0620 Page 4 Description of Inventory Description Citizens Bank-Checking Acct. #6100769658 Prine. $47,657.10 Value 47,657.10 Citizens Bank-Savings Acct. #6140231663 Prine. $22,288.97, Int. $4.28 22,293.25 $5000 Legacy Treasury Direct Bill dt 11-15-04 @ $99.744019 Matures 11-15-07 4,987.20 $15,000 Legacy Treasury Direct Bill dt 1-31-06 @ $99.901410 Matures 1-31-08 14,985.22 $20,000 Legacy Treasury Direct Bill dt 2-9-06 @ $97.725 Matures 8-10-06 19,545.00 $10,000 Legacy Treasury Direct Bill dt 3-31-06 @ $99.801852 Matures 3-31-08 9,980.19 $20,000 Legacy Treasury Direct Bill dt 4-20-06 @ $97.598611 Matures 10-19-06 19,519.72 $60,000 Legacy Treasury Direct Bill dt 4-6-06 @ $97.639056 Matures 10-5-06 58,583.43 $115,000 Legacy Treasury Direct Bill dt 5-18-06 @ $97.563222 Matures 11-16-06 112,197.71 $10,000 Legacy Treasury Direct Bill dt 6-30-05 @ $99.952201 Matures 6-30-07 9,995.22 $120,000 Legacy Treasury Direct Bill dt 6-8-06 @ $97.565750 Matures 12-7-06 117,078.90 M&T Bank-Cert of Deposit #031003913919197 Prine. $15,000.57, Int. $16.40 15,016.97 M& T Bank-Cert of Deposit #031003914520737 Prine. $21,424.37, Int. $62.21 21,486.58 M& T Bank-Checking Acct. #10965424 Prine. $82,170.90, Int. $4.29 82,175.19 Subtotal $ 555,501.68 Continuation of Inventory Ruth L Anderson 21 06 0620 Page 5 Description of Inventory Description Messiah Village-729 Oak Oval apartment refund Value 24,187.00 33 shares Met-Life Inc. stock @ $49.24 each 1,624.92 Navistar Internal Payroll check 227.22 Personal property appraised by Smart Move Makers 1,706.00 PNC Bank-Cert of Deposit #31500192509 Prine. $12,454.99, Int. $19.24 12,474.23 PNC Bank-Cert of Deposit #31500211605 Prine. $10,000.00, Int. $2.95 10,002.95 PNC Bank-Cert of Deposit #31700042501 Prine. $10,000.00, Int. $11.99 10,011.99 PNC Bank-Cert of Deposit #3180042684 Prine. $10,000.00, Int. $14.74 10,014.74 PNC Bank-Checking Acct. #5140001294 Prine. $95,506.70, Int. $25.84 95,532.54 PNC Bank-Savings Acct. #5030125499 Prine. $75,614.39, Int. $130.93 75,745.32 PNC Bank-uncashed interest check for CD ...2836 30.52 Union Central-monthly check received 31.55 US Bank-Money Market Acct. #000008019818 15,996.36 7165.66 shares Wachovia Securities-Evergreen PA Tax Free Fd CI A @ $11.09 each 79,467.27 Subtotal $ 337,052.61 Continuation of Inventory Ruth L Anderson 21 06 0620 Page 6 Description of Inventory Description Wachovia Securities-Sweep Accl. #1149-7609 Prine. $15,329.13, Inl. $14.66 Value 15,343.79 1994 Chrysler New Yorker-Kelley Bluebook value 2,550.00 Proceeds from MetLife life insurance Policy No. 23-183-000-A Owner is Ruth L. Anderson and insured is Richard Anderson It is considered an asset of Ruth's not a life ins. policy on the dec. 4,523.10 Proceeds from New York life insurance Policy No. 62-089-380 Owner is Ruth L. Anderson and insured is Richard Anderson It is considered an asset of Ruth's not a life ins. policy on the dec. 47,130.16 Grand Total $ 69,547.05 3,471,305.73 Subtotal $