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HomeMy WebLinkAbout07-12-07 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } SS 06 1073 File Number 21 Personal Representative(s) of the Estate of Richard D Shaffer 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 e d of his inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa. c.s. 94904 relating to unsworn falsification to authorities. } Attorney -- (Name) David H. Stone, Esquire (Address) 414 BridQe Street (Telephone) (717) 774-7435 (Supreme Court J.D. No.) 39785 New Cumberland PA 17070- DATE OF DEATH LAST RESIDENCE 214 Cumberland Drive Cam Hill PA 17011 204-03-7039 DECEDENT'S SOC. SEC. NO. 11/25/2006 FIGURES MUST BE TOTALED Adams Electric-refund Bank of Hanover-Cert. #156240 Princ. $50,000.00, Int. $33.05 Bank of Hanover-Cert. #156240 - Accrued Interest Bank of Hanover-Cert. #33024081 Principal $113,569.41, Int. $1,355.86 Bank of Hanover-Cert. #33024081 - Accrued Interest Bank of Hanover-Cert. #33024669 Principal $148,556.70, Int. $464.60 Bank of Hanover-Cert. #33024669 - Accrued Interest (Attach additional sheets as needed) TOTAL: 1"-0.) = = --' c..... C I TJ !'lOl (J ,'." -CoO.;fi. 74 , ),. ;:;:~ \.~:J N -0 :x w .. SO',@.oo -n .-~ W -oJ <aa.05 113,569.41 1,355.86 148,556.70 464.60 2,738,566.17 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may. at the election of the personal representative include the value of each llem. but such figures should not be extended into the total of the Inventory. (See 20 Pa. c.s. ,~. 330/(h)) Form R W.li9 re\' 10. /3.06 ~ Continuation of Inventory Richard D Shaffer Decedent Name 21 06 1073 File Number Page 1 Description of Inventory Bank of Hanover-Cert. #33025584 Principal $50,000.00, Int. $26.31 50,000.00 Bank of Hanover-Cert. #33025584 - Accrued Interest 26.31 Bank of Hanover-Cert. #33026785 Principal $108,091.04, Int. $795.00 108,091.04 Bank of Hanover-Cert. #33026785 - Accrued Interest 795.00 Citizens Bank-Cert. of Deposit #6140-756324 Princ. $50,000, Int. $127.60 50,000.00 Citizens Bank-Cert. of Deposit #6140-756324 - Accrued Interest 127.60 Citizens Bank-Cert. of Deposit #6140-852242 $51,406.62, Int. $81.12 51,406.62 Citizens Bank-Cert. of Deposit #6140-852242 - Accrued Interest 81.12 Commerce Bank-Time Deposit #800950 Principal $100,000.00, Int. $145.09 100,000.00 Commerce Bank-Time Deposit #800950 - Accrued Interest 145.09 Commerce Bank-Time Deposit #801819 Principal $100,000.00, Int. $96.48 100,000.00 Commerce Bank-Time Deposit #801819 - Accrued Interest 96.48 21859.466 shares Fulton Financial Adv.-Oppenheimer PA Municipal C @ $13.040 each 285,047.44 Fulton Financial Adv.-Prime Cash MM Acct #72624861 44.66 Guidepost-refund 19.95 Highmark-refund 23.26 Subtotal $ 745,904.57 Continuation of Inventory Richard D Shaffer Decedent Name 21 06 1073 File Number PaQe 2 Description of Inventory 38 shares Idearc Inc. stock @ $28.510 each 1,083.38 188 shares Lucent Technologies stock @ $13.240 each 2,489.12 National Geographic-refund 34.00 PNC Bank-Cert. of Deposit #3120277112 Principal $147,939.88, Int. $494.16 147,939.88 PNC Bank-Cert. of Deposit #3120277112 - Accrued Interest 494.16 PNC Bank-Cert. of Deposit #313001502005 100,000.00 PNC Bank-Cert. of Deposit #31500150975 Principal $246,745.41, Int. $83.96 246,745.41 PNC Bank-Cert. of Deposit #31500150975 - Accrued Interest 83.96 PNC Bank-Cert. of Deposit #31600297540 Principal $125,162.10, Int. $515.60 125,162.10 PNC Bank-Cert. of Deposit #31600297540 - Accrued Interest 515.60 PNC Bank-Checking Acct. #5004957638 Principal $18,228.55, Int. $4.32 18,228.55 PNC Bank-Checking Acct. #5004957638 - Accrued Inte 4.32 PNC Bank-Savings Acct. #5003797601 Principal $174,003.80, Int. $397.06 174,003.80 PNC Bank-Savings Acct. #5003797601 - Accrued Interest 397.06 9855 shares PNC Financial Services stock @ $69.330 each 683,247.15 11,464.443 shares PNC Investments-Oppnhmr PA Muni Fd CI A @ $13.06 each 149,725.63 Subtotal $ 1,650,154.12 Continuation of Inventory Richard D Shaffer Decedent Name 21 06 1073 File Number Page 3 Description of Inventory Readers Digest-refund 46.63 Reiman Publications-refund 56.94 Uncashed checks received prior to death-Bank of Hanover cert of deposit checks, Fulton Financial Adv. dividend check ($903.14), and Citizens cert of deposit check 2,062.75 760 shares Verizon Comm. stock @ $34.680 each 26,356.80 Subtotal $ 28,523.12