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HomeMy WebLinkAbout09-07-07 . ~ INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEAL TH OF PENNSYL VANIA COUNTY OF CUMBERLAND }- SS File Number 21 06 0968 Personal Representative(s) of the Estate of Josephine A Burke 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. 1 / 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. 9 4904 relating to unsworn falsification to authorities. } /1/ 1 f- --- hn F. Burke, Executor Attorney -- (Name) David H. Stone, Esquire (Address) 414 Bridqe Street (Telephone) (717) 774-7435 (Supreme Court J.D. No.) 39785 New Cumberland PA 17070- DA TE OF DEATH 10/18/2006 LAST RESIDENCE 719 Barbara Street New Cumberland DECEDENT'S SOC. SEC. NO. PA 17070 128-20-6360 FIGURES MUST BE TOTALED AAA-refund 68.00 AARP-refund 156.50 15000 shares Citigroup-Smith Barney - 15000 MBNA American Bank @ $.999 each bond dtd 12-19-2001 Int. 5.2% Maturity 12-19-2006 (...... 14,998.50 20000 shares Citigroup-Smith Barney - 20000 Countrywide Bank NA @ $.998 each bond dtd 1-19-2006 Int. 4.55% Maturity 1-19-2007 '-' 19,950.60 20000 shares Citigroup-Smith Barney - 20000 Countrywide Bk NA @ $.998 each bond dtd 4-27-2006 Int. 5.05% Maturity 4-27 -2007 en -.; 19,964.20 Citigroup-Smith Barney - 20000 Sterling Savings Bank-WA Cert. of Deposit dtd 1-20-06 @ 4.45% Maturity 10-20-06 20,000.00 Citigroup-Smith Barney - 20000 Sterling Savings Bank-Interest on Cert. of Deposit 665.67 (Attach additional sheets as needed) TOTAL: I 119,791.91 ,-orE' fh" \kll1l1r3ndull1 lJf 1'''31 "stat" outsIde the COll1ll1on\\ "alth of Pennsyl\ In;a may. at the election of the personal represent3t;\ e include the value of eJch Ikl11. hut ",ch ligures ,houle! Ih)( b" "'t"nd"d into th" total of the In\"ntory. (Set!:CO ['". Cs. .,,' 33I!flh)) Forlll RII'.IJ') reI fiJ.f3.l!fJ ~ - Continuation of Inventory . Josephine A Burke Decedent Name 21 06 0968 File Number Page 1 Description of Inventory 20000 shares Citigroup-Smith Barney - 20000 Washington Mutual @ $.999 each Bank bond dtd 8-2-2006 Inl. 5.35% Maturity 8-2-2007 19,992.60 Citigroup-Smith Barney - Money Fund 10,516.63 Comcast-refund 43.08 Diocese of Rockvil/e Centre-pension checks reed 1,194.24 Erie Insurance-refund 218.00 New York City Employees Ret. System-pension reed. 918.85 Sovereign Bank-Cert of Deposit #0775500481 Prine. $548.11, Inl. $1.19 548.11 Sovereign Bank-Cert of Deposit #0775500481 - Accrued interest 1.19 Sovereign Bank-Cert of Deposit #0775503089 Prine. $1,053.08, Inl. $1.89 1,053.08 Sovereign Bank-Cert of Deposit #0775503089 - Accrued interest 1.89 Sovereign Bank-Checking Accl. #0771033125 Prine. $7956.19, Inl. $.19 7,956.19 Sovereign Bank-Checking Acct. #0771033125 - Accrued interest 0.19 5 shares The Great Atlantic & Pacific Tea Company stock @ $27.530 each 137.65 Uncashed checks Sovereign Bank $143.70 Citigroup (2 2Countrywide) $163.07 306.77 United Health-refund 24.97 US Treasury-refund on decedents 2006 income tax 1,075.00 Subtotal $ 43,988.44