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HomeMy WebLinkAbout08-31-07 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERLAND } SS File Number 21 06 1147 Personal Representative(s) of the Estate of FRANCES T. BRUNGARD 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 end of this 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. } {J~Ji~oJt.d RUSSELL G. BRUNGARD, EXECU R Attorney -- (Name) DAVID H. STONE, ESQUIRE (Address) 414 BRIDGE STREET (Telephone) (717) 774-7435 (Supreme Court I.D. No.) 39785 NEW CUMBERLAND PA 17070- DATE OF DEATH LAST RESIDENCE 123 15TH STREET NEW CUMBERLAND DECEDENrs soc. SEC. NO. 12/2/2006 PA 17070 177-09-8483 FIGURES MUST BE TOTALED $1000 Series EE Bond issued 8-1994 No. M63639242EE Princ. $500.00, Int. $337.20 500.00 $1000 Series EE Bond issued 8-1994 - Accrued Interest 337.20 $1000 Series EE Savings Bond issued 8-1994 No. M63639241 EE Princ. $500.00, Int. $337.20 500.00 $1000 Series EE Savings Bond issued 8-1994 - Accrued Interest p'-,) r-':) {:....:~} -J J..)bs c: GJ Co.) . 337.20 'J '-j $1000 Series HH Bond dtd 3-1998 No. 6618534HH : 1..~CilO.OO -ro $1000 Series HH Bond dtd 3-1998 No. M6618526HH w '(000.00 CJ1 C.,) $1000 Series HH Bond dtd 3-1998 No. M6618527HH 1,000.00 (Attach additiollal sheets as IIeeded) TOTAL: 1,009,625.80 ",GTE: The \kmorandum of real cstate outside the Commonwealth of Pennsyhania may. at the elcction of the personal representative inelude the ,alue of each Item. but such figures should not be extended into the total of the Invcntory. ISee ~O P<I. c.s. .,,' 3301Ih)) Form R IV.09 rev. 10.13. OfJ Lb Continuation of Inventory FRANCEST.BRUNGARD Decedent Name 21 06 1147 File Number Page 1 Description of Inventory $1000 Series HH Bond dtd 3-1998 No. M6618528HH 1,000.00 $1000 Series HH Bond dtd 3-1998 No. M6618529HH 1,000.00 $1000 Series HH Bond dtd 3-1998 No. M6618530HH 1,000.00 $1000 Series HH Bond dtd 3-1998 No. M6618531 HH 1,000.00 $1000 Series HH Bond dtd 3-1998 No. M6618532HH 1,000.00 $1000 Series HH Bond dtd 3-1998 No. M6618533HH 1,000.00 $1000 Series HH Bond dtd 3-2002 No. M8415121HH 1,000.00 $1000 Series HH Bond dtd 3-2002 No. M8415122HH 1,000.00 $1000 Series HH Bond dtd 3-2002 No. M8415123HH 1,000.00 $1000 US Series EE Savings Bond issued 8-1994 No. M63639240EE Princ. $500.00, Int. $337.20 500.00 $1000 US Series EE Savings Bond issued 8-1994 - Accrued Interest 337.20 $10000 Series EE Savings Bond dtd 2-1992 No. X2163231 EE @ 4.0% - Princ. $5,000, Int. $6,224 5,000.00 $10000 Series EE Savings Bond dtd 2-1992 - Accrued Interest 6,224.00 $5000 Series H Bond dtd 9-75 No. V5546692H 5,000.00 $1 $2 & $5 Silver Cert.- $2 & $5 Notes-Metal 1/2 dollars-proof sets-various coins sold at auction on 5-5-07 687.00 800 shares Chevron Corporation stock @ $72.840 each 58,272.00 Subtotal $ 85,020.20 Continuation of Inventory FRANCEST.BRUNGARD Decedent Name 21 06 1147 File Number Page 2 Description of Inventory Citizens Bank-Checking Accl. #a6205298736 13,010.30 Citizens Bank-Time Deposit No. 6140697611 Princ. $20,601.30, Inl.$63.55 20,601.30 Citizens Bank-Time Deposit No. 6140697611 - Accrued Interest 63.55 Citizens Bank-Time Deposit No. 6140866111 Princ. $24,991.20, Inl. $43.97 24,991.20 Citizens Bank-Time Deposit No. 6140866111 - Accrued Interest 43.97 Citizens Bank-Time Deposit No. 6140867703 Princ. $6001.71, Inl. $1.21 6,001.71 Citizens Bank-Time Deposit No. 6140867703 - Accrued Interest 1.21 Citizens Bank-Time Deposit No. 6140894689 Princ. $31,126.86, Inl. $85.32 31,126.86 Citizens Bank-Time Deposit No. 6140894689 - Accrued Interest 85.32 Citizens Bank-Time Deposit No. 6245257498 Princ. $17,061.93, Inl. $38.57 17,061.93 Citizens Bank-Time Deposit No. 6245257498 - Accrued Interest 38.57 Citizens Bank-Time Deposit No. 6248759168 Princ. $12,308.56, Inl. $44.26 12,308.56 Citizens Bank-Time Deposit No. 6248759168 - Accrued Interest 44.26 Citizens Bank-Time Deposit No. 6248759176 Princ. $12,000.00, Inl. $43.15 12,000.00 Citizens Bank-Time Deposit No. 6248759176 - Accrued Interest 43.15 Fulton Bank-Cert of Deposit No. 052-0224772 Princ. $11,900.95, Inl. $23.08 11,900.95 Subtotal $ 149,322.84 Continuation of Inventory FRANCES T. BRUNGARD Decedent Name 21 06 1147 File Number Page 3 Description of Inventory Fulton Bank-Cert of Deposit No. 052-0224772 - Accrued Interest 23.08 Fulton Bank-Cert of Deposit No. 052-0224776 Princ. $14,241.85, Int. $27.62 14,241.85 Fulton Bank-Cert of Deposit No. 052-0224776 - Accrued Interest 27.62 Fulton Bank-Cert of Deposit No. 052-0224780 Princ. $14,241.84, Int. $29.21 14,241.84 Fulton Bank-Cert of Deposit No. 052-0224780 - Accrued Interest 29.21 Fulton Bank-Cert of Deposit No. 052-0259735 Princ. $10,000.00, Int. $39.85 10,000.00 Fulton Bank-Cert of Deposit No. 052-0259735 - Accrued Interest 39.85 Fulton Bank-Cert of Deposit No. 400-3372283 Princ. $42,625.69, Int. $548.23 42,625.69 Fulton Bank-Cert of Deposit No. 400-3372283 - Accrued Interest 548.23 Fulton Bank-Cert of Deposit No. 400-3372291 Princ. $13,218.61, Int. $210.33 13,218.61 Fulton Bank-Cert of Deposit No. 400-3372291 - Accrued Interest 210.33 Fulton Bank-Cert of Deposit No. 522-0027886 Princ. $11,186.49, Int. $19.71 11,186.49 Fulton Bank-Cert of Deposit No. 522-0027886 - Accrued Interest 19.71 Fulton Bank-Cert of Deposit No. 522-0027901 Princ. $9,188.65, Int. $310.84 9,188.65 Fulton Bank-Cert of Deposit No. 522-0027901 - Accrued Interest 310.84 Fulton Bank-Cert of Deposit No. 522-0052158 Princ. $3,237.21, Int. $5.57 3,237.21 Subtotal $ 119,149.21 Continuation of Inventory FRANCES T. BRUNGARD Decedent Name 21 06 1147 File Number PaQe 4 Description of Inventory Fulton Bank-Cert of Deposit No. 522-0052158 - Accrued Interest 5.57 Fulton Bank-Cert of Deposit No. 522-0072905 Princ. $6,521.21, Int. $22.32 6,521.21 Fulton Bank-Cert of Deposit No. 522-0072905 - Accrued Interest 22.32 Fulton Bank-Cert of Deposit No. 522-0092450 Princ. $5,007.43, Int. $12.38 5,007.43 Fulton Bank-Cert of Deposit No. 522-0092450 - Accrued Interest 12.38 Fulton Bank-Cert of Deposit No. 523-0000440 Princ. $6,256.85, Int. $18.63 6,256.85 Fulton Bank-Cert of Deposit No. 523-0000440 - Accrued Interest 18.63 Fulton Bank-Cert of Deposit No. 523-0034478 Princ. $8,811.53, Int. $134.27 8,811.53 Fulton Bank-Cert of Deposit No. 523-0034478 - Accrued Interest 134.27 Land situate at Lot #18 New Cumberland Cumberland County, PA sold to James Smith on January 12, 2007. 17,500.00 M&T Bank-Cert of Deposit No. 031003913821285 Princ. $12,457.26, Int. $25.44 12,457.26 M&T Bank-Cert of Deposit No. 031003913821285 - Accrued Interest 25.44 M&T Bank-Cert of Deposit No. 031003914381345 Princ. $3,321.54, Int. $17.53 3,321.54 M&T Bank-Cert of Deposit No. 031003914381345 - Accrued Interest 17.53 M&T Bank-Cert of Deposit No. 031003914493299 Princ. $13,387.61, Int. $18.90 13,387.61 M&T Bank-Cert of Deposit No. 031003914493299 - Accrued Interest 18.90 Subtotal $ 73,518.47 Continuation of Inventory FRANCEST.BRUNGARD Decedent Name 21 06 1147 Page 5 File Number Description of Inventory 273 shares Pepco Holdings Inc. stock @ $26.430 each 7,215.39 Personal property at residence to be bequeathed to Russell G & Jean Brungard as per will 4,737.00 PNC Bank-Cert of Deposit No. 21001017216 Princ. $1,529.91, Int. $22.95 1,529.91 PNC Bank-Cert of Deposit No. 21001017216 - Accrued Interest 22.95 PNC Bank-Checking Acct. No. 5140008015 Princ. $33,285.01, Int. $12.28 33,285.01 PNC Bank-Checking Acct. No. 5140008015 - Accrued Interest 12.28 297 shares PNC Financial Services stock @ $71.170 each 21,137.49 13674.475 shares PNC Investments-Blackrock Multi St Mun Ser Tr (PA Muni Bond A) @ $11.440 each 156,435.99 PNC Investments-Cash Account No. 13433608 1.23 200 shares PPL Corporation stock @ $36.870 each 7,374.00 Property located at 123 15th St. New Cumberland Cumberland County, PA sold to Michael L. Coons on May 30, 2007 108,000.00 Sovereign Bank-Cert of Deposit No. 0775146699 Princ. $3,949.09, Int. $.91 3,949.09 Sovereign Bank-Cert of Deposit No. 0775146699 - Accrued Interest 0.91 Sovereign Bank-Cert of Deposit No. 0775147218 Princ. $3,175.62, Int. $1.28 3,175.62 Sovereign Bank-Cert of Deposit No. 0775147218 - Accrued Interest 1.28 Sovereign Bank-Cert of Deposit No. 0775149677 Princ. 6,548.21, Int. $2.80 6,548.21 Subtotal $ 353,426.36 Continuation of Inventory I . FRANCEST.BRUNGARD Decedent Name 21 06 1147 File Number Pa~e 6 Description of Inventory Sovereign Bank-Cert of Deposit No. 0775149677 - Accrued Interest 2.80 Sovereign Bank-Cert of Deposit No. 0775149974 Princ. $6,000.20, Int. $2.59 6,000.20 Sovereign Bank-Cert of Deposit No. 0775149974 - Accrued Interest 2.59 Sovereign Bank-Cert of Deposit No. 0775150055 Princ. $4,887.24, Int. $1.13 4,887.24 Sovereign Bank-Cert of Deposit No. 0775150055 - Accrued Interest 1.13 Sovereign Bank-Cert of Deposit No. 0775151160 Princ. $9,570.37, Int. $3.83 9,570.37 Sovereign Bank-Cert of Deposit No. 0775151160 - Accrued Interest 3.83 Sovereign Bank-Checking Acct. #0771039727 Princ. $46,501.65, Int. $7.56 46,501.65 Sovereign Bank-Checking Acct. #0771039727 - Accrued Interest 7.56 Sovereign Bank-Savings Acct. #0574112561 8,337.49 Wachovia Bank-Cert of Deposit No. 140312110219725 Princ. $14,050.86, Int. $7.88 14,050.86 Wachovia Bank-Cert of Deposit No. 140312110219725 - Accrued Interest 7.88 Wachovia Bank-Cert of Deposit No. 247022055669456 Princ. $25,808.33, Int. $639.75 25.808.33 Wachovia Bank-Cert of Deposit No. 247022055669456 - Accrued Interest 639.75 Wachovia Bank-Cert of Deposit No. 247022056533716 Princ. $13,908.22, Int. $466.08 13,908.22 Wachovia Bank-Cert of Deposit No. 247022056533716 - Accrued Interest 466.08 Subtotal $ 130,195.98 I Continuation of Inventory FRANCEST.BRUNGARD Decedent Name 21 06 1147 File Number PaQe 7 Description of Inventory Wachovia Bank-Cert of Deposit No. 247022063618463 Princ. $5,102.63, Int. $7.27 5,102.63 Wachovia Bank-Cert of Deposit No. 247022063618463 - Accrued Interest 7.27 Wachovia Bank-Cert of Deposit No. 247022063618625 Princ. $3,236.86, Int. $104.97 3,236.86 Waehovia Bank-Cert of Deposit No. 247022063618625 - Accrued Interest 104.97 Wachovia Bank-Cert of Deposit No. 247022063777243 Princ. $13,619.95, Int. $348.35 13,619.95 Wachovia Bank-Cert of Deposit No. 247022063777243 - Accrued Interest 348.35 Wachovia Bank-Cert of Deposit No. 247022063777499 Princ. $2,334.36, Int. $39.49 2,334.36 Wachovia Bank-Cert of Deposit No. 247022063777499 - Accrued Interest 39.49 Wachovia Bank-Cert of Deposit No. 247022064561694 Princ. $8,743.39, Int. $2.54 8,743.39 Wachovia Bank-Cert of Deposit No. 247022064561694 - Accrued Interest 2.54 Wachovia Bank-Cert of Deposit No. 247022064711858 Princ. $2,102.51, Int. $2.86 2,102.51 Wachovia Bank-Cert of Deposit No. 247022064711858 - Accrued Interest 2.86 Wachovia Bank-Cert of Deposit No. 247022066110827 Princ. $6,279.27, Int. $76.06 6,279.27 Wachovia Bank-Cert of Deposit No. 247022066110827 - Accrued Interest 76.06 Wachovia Bank-Cert of Deposit No. 247022066203093 Prine. $11,669.37, Int. $63.47 11,669.37 Wachovia Bank-Cert of Deposit No. 247022066203093 - Accrued Interest 63.47 Subtotal $ 53,733.35 Continuation of Inventory FRANCEST.BRUNGARD Decedent Name 21 06 1147 File Number Page 8 Description of Inventory Wachovia Bank-Cert of Deposit No. 247022066280224 Princ. $2,000.00, In1. $.18 2,000.00 Wachovia Bank-Cert of Deposit No. 247022066280224 - Accrued Interest 0.18 Wachovia Bank-Cert of Deposit No. 247022066280943 Princ. $6,388.20, In1. $209.54 6,388.20 Wachovia Bank-Cert of Deposit No. 247022066280943 - Accrued Interest 209.54 Wachovia Bank-Cert of Deposit No. 247412060172782 Princ. $2,888.58, In1. $5.69 2,888.50 Wachovia Bank-Cert of Deposit No. 247412060172782 - Accrued Interest 5.69 Wachovia Bank-Cert of Deposit No. 247412060348228 Princ. $1,000.00, In1. $17.21 1,000.00 Wachovia Bank-Cert of Deposit No. 247412060348228 - Accrued Interest 17.21 Wachovia Bank-Cert of Deposit No. 247412062082748 Princ. $1,000.00, In1. $23.37 1,000.00 Wachovia Bank-Cert of Deposit No. 247412062082748 - Accrued Interest 23.37 Wachovia Bank-Cert of Deposit No. 247412062106639 Princ. $1,000.00, In1. $9.32 1,000.00 Wachovia Bank-Cert of Deposit No. 247412062106639 - Accrued Interest 9.32 Wachovia Bank-Cert of Deposit No. 247412062106760 Princ. $2,000.00, In1. $17.17 2,000.00 Wachovia Bank-Cert of Deposit No. 247412062106760 - Accrued Interest 17.17 Wachovia Bank-Cert of Deposit No. 247412062116367 Princ. $2,000.00, In1. $8.47 2,000.00 Wachovia Bank-Cert of Deposit No. 247412062116367 - Accrued Interest 8.47 Subtotal $ 18,567.65 Continuation of Inventory FRANCEST.BRUNGARD Decedent Name Page 9 Description of Inventory Wachovia Bank-Cert of Deposit No. 247412062116839 Prine. $1,000.00, Int. $13.51 Wachovia Bank-Cert of Deposit No. 247412062116839 - Accrued Interest Wachovia Bank-Cert of Deposit No. 247412062122456 Prine. $1,000.00, Int. $3.83 Wachovia Bank-Cert of Deposit No. 247412062122456 - Accrued Interest Uncashed check dtd August 4, 2006 Subtotal 21 $ 06 1147 File Number 1,000.00 13.51 1,000.00 3.83 20,000.00 22,017.34 Continuation of Inventory FRANCES T. BRUNGARD Decedent Name 21 06 1147 File Number Page 10 Description of Inventory Subtotal $ Grand Total $ 1,009,625.80