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Home My WebLink About07-13-07 REGISTER OF WILLS OF CUMBERLAND ,...., r-. c::;) C ::3 <:~ C- UI:] C - ; ::c () .-- COUNTY, PENN)~VANIA :'c.-5^ w ) C"") 0 ....... - "; t,:::) -n v . ) c= ::J: ::D File Number 21-06-0983 ).~ -4 I"r~) (-) il ,~g i--Tj '~:""J C) -n ,.., _:::=.n, ::"'n .I r"n '- INVENTORY COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland Carolyn Mastro Personal Representative(s) of the Estate of } 55 } N w ..::- ~"-J i'.-' Roseann C VONDRA deceased, depose(s) and say(s) that the items ap~earing in the following inventory include all of the personal assets wherever situate and all of the real estate in ttie 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 th d of this inv . 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. ~ 4904 relating to unsworn falsification to } authorities. Attorney - (Name) (Firm) (Address) (Telephone) EDMUND G. MYERS Johnson Duffie Stewart & Weidner 301 MARKET STREET, LEMOYNE, PA 17043 (717) 761-4540 (Supreme Court I.D. No.) 20558 DATE OF DEATH 10/17/2006 LAST RESIDENCE 3 Mayfield Road Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED DECEDENTS SOC. SEC. NO. 155-18-3448 Personal Property Cas h............................................................................................... Personal Property....... .................................................................. Stoc ks/Listed................................................................................. Stocks/Closely Held....... ............................................................... Bonds............................................................................................ . Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... A II Other Property.............................. ........................................... 187,975.90 6,714.81 490,444.20 75,362.62 Total Personal Property......................................... 760,497.53 Total Real Property............................. ................... 194,900.00 Total Personal and Real Property......................... ;55:391:56 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 } SS COUNTY OF Cumberland } File Number 21-06-0983 DATE OF DEATH 10/17/2006 LAST RESIDENCE 3 Mayfield Road Mechanicsburg, PA 17055 DECEDENT'S SOC. SEC. NO. 155-18-3448 Cash AIG Annuity Insurance Company 11.081.57 Cash in Possession of Decedent 264.44 Cash Received 75.00 Cash Received 88.18 Diocese of Harrisburg Savings Account No. LP01-53250 27.702.24 Erie Homeowners Insurance Policy - Refund on Policy 170.00 Erie Insurance Group - Refund on Pers. Policy 72.00 Federated American Leaders Fund IRA Account No. 307/5880138118 Custodian for the IRA of Roseann C. Vondra - Monthly Distribution to Account 682.33 Fort Dearborn Life Insurance Company 5.000.00 Highmark Retirement - Repayment of Overpayment 1.652.92 Highmark Retirement Life Insurance Policy 5.000.00 Knights of Columbus Insurance Policy 23.404.89 M& T Bank Certificate of Deposit Account No. 031003916808537 10.246.86 M& T Bank Checking Account No. #87532689 12.792.66 M& T Bank Savings Account No. 015004208557536 1.006.58 Newfield National Bank Certificate of Deposit Account 0000060036 44.256.48 (Attach additional sheets if necessary) Total Personal Property and Real Estate 955.397.53 l. INVENTORY REGISTER OF WillS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-06-0983 DATE OF DEATH 10/17/2006 LAST RESIDENCE 3 Mayfield Road Mechanicsburg, PA 17055 Newfield National Bank - Custodial Checking Account DECEDENrs soc. SEC. NO. 155-18-3448 385.10 Patriot News 102.15 Reimbursement at Settlement - for City, County and School taxes paid. Settlement Sheet is attached to this Return 403.15 Soverign Bank Certificate of Deposit Account #2335251258 12,898.96 Soverign Bank Certificate of Deposit Account #2335253460 22,737.22 Soverign Bank Savings Account No. 2334025240 7,347.10 T. Rowe Price New Income Fund Traditional IRA Account No. 2189827-5- Monthly Distribution from Account 506.07 VA Death Benefit - Cumberland County 100.00 Total Cash 187,975.90 Personal PrODertv 1998 Buick Century - Sale Price 5,000.00 Jewelry - Value and appraised by Dondero Diamonds and Fine Jewelry. Appraisal is attached to Return as Exhibit 1,714.81 Total Personal Property 6,714.81 Stock I listed 1,073.0000 shares Albertsons Inc - Com 21.835.55 106.0000 shares Arch Chemicals Inc 3,239.36 -2- ... INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-06-0983 DATE OF DEATH LAST RESIDENCE 3 Mayfield Road 10/17/2006 Mechanicsburg, PA 17055 192.0000 shares Cisco Systems Inc - Com DECEDENrs soc. SEC. NO. 155-18-3448 4.673.28 1.105.3090 FBR Funds - Gas Utility Index 21.022.98 406.5000 shares Midas Special Equities Fund Inc - Com 6.337.34 212.0000 shares Olin Corp 3.650.64 530.0000 shares Pennsylvania Power & Light Co - Com 17.715.25 1.481.0000 shares Pepco Holdings Inc - Com 36.706.59 944.1710 shares South Jersey Industries 29,193.77 10.358.9990 T. Rowe Price Non Retirement - Tax Free Income Fund Account No. 5001049180-8 103.589.99 DELAWARE INVESTMENTS ACCOUNT 2.795.9490 shares Delaware Group Equity Funds I - Large Cap Value A 57.876.14 1.782.7600 shares Delaware Group Equity Funds I - Balanced CL A 32.392.75 3.980.5500 shares DMC Tax Free Income Trust PA - Shares Ben Interest A 32.162.84 Vanguard PA Tax Exempt Fund - Long Taxex Investment 59.917.54 WELLS FARGO ADVANTAGE FUNDS 2.038.0000 shares Wells Fargo Advantage Common Stock Fund - Class Z - Account No. 20.685.70 3219-3200044378 1.629.9370 shares Wells Fargo Advantage Corporate Bond Fund - Investor Class - 39.444.48 Account No. 3210-2200078957 -3- I. INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-06-0983 DATE OF DEATH 10/17/2006 LAST RESIDENCE 3 Mayfield Road Mechanicsburg, PA 17055 Total Stock / Listed DECEDENTS SOC. SEC. NO. 155-18-3448 490.444.20 Bond Accrued income on above item through date of death 196.34 United States Savings Bonds - Series I, Serie EE and Serie E Bonds. Valued using US Treasury Department - Savings Bond Calculator and is attached to Return. 51.843.48 THE VANGUARD GROUP INVESTMENT ACCOUNT 3.804.6980 Vanguard Fixed Income Securities Fund - HI Yld CP Portfolio 23.322.80 Total Bond 75.362.62 Real Estate Residence -located at 3 Mayfield Road, Upper Allen Township, Mechanicsburg, PA. Tax Parcel No. 42-27-1890-034. Contracted Sales Price. Settlement Sheet is attached to Return 194.900.00 Total Real Estate 194.900.00 -4-