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Home My WebLink About02-21-08 (3) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEAL rn OF PENNSYLVANIA COUNTY OF CUMBERLAND } SS File Number 21 07 0557 Personal Representative(s) of the Estate of DOROTHY G. SUTHERLIN 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. ~ 4904 relating to unsworn falsification to authorities. } '~kcl ~ Attorney -- (Name) DAVID H. RADCLIFF, ESQ. (Address) 1011 MUMMA ROAD, STE 201 (Telephone) 717236-9318 (Supreme Court J.D. No.) 25483 LEMOYNE PA 17043 DATE OF DEATH LAST RESIDENCE 109 EGE DRIVE CARLISLE PA 17013 I FIGURES MUST BE TOTALED I DECEDENTS SOC. SEC. NO. 5/25/2007 149-01-4136 STOCKS AND BONDS (SEE ATTACHED SCHEDULE) 402,345.29 TWELVE U.S. SAVINGS BONDS 1,763.72 WORLD SAVINGS BANK 8,088.19 COUNTY EDUCATORS FEDERAL CREDIT UNION ACCT NO 7170000665193 - $14,030.09 SAVINGS ACCT - $559.96 STATE OF NJ PENSION 14,590.05 1,428.98 AARP REFUND 27.00 ,. ~.'_' HIGHMARK - PREMIUM REFUNDS .; 32.55 f") ',.' " '~ (Attach additional sheets as needed) " "j ,<) TOTAL: C::) 4291593.26 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 Po. C.S. f 330/(b)) FormRW-09 rev. /0./3.06 J' Continuation of Inventory DOROTHY G. SUTHERLIN Decedent Name 21 07 0557 File Number Page 1 Description of Inventory LADIES HOME JOURNAL REFUND 9.98 AMETHYST PIN - $45.00; AMETHYST PENDANT - $60.00; RUBY BRACELET - $60.00; SEA URCHING PINE - $35 200.00 STERLING SILVERWARE & SERVING PIECES (SEE APPRAISAL) 1,019.00 PERSONAL PROPERTY (SEE A IT ACHMENT) 88.50 Subtotal $ 1,317.48 429,593.26 Grand Total $ ESTATE OF DOROTHY G. SUTHERLIN S.S.# 149-01-4136 FILE NO. 21-07-0557 ATIACHMENT TO INVENTORY STOCKS AND BONDS ITEN VAlUEATOATE NUMBER DESCRIPTION OF DEATH 1. FIDELITY CASH RESERVES (ACCT NO. 2BE-316938) 4,108.57 PlUS ACCRUED DIVIDENDS - $13.93 2. EDWARD JONES MONEY MARKET TAX-FREE FUND 16,838.88 CUSIP 480199108 3. 616 SHARES AQUA AMERICA, INC @ $22.245 13,702.92 CUSlP 03836W103 4. 166 SHARES BANK OF AMERICA CORP @$51.02 8,562.28 CUSIP 060505104 WITH ACC'D DMDEND OF $92.96 5. 66 SHARES MllASTAR 0$2.68 176.88 7. 56 SHARES AT&T @$40.70 2,279.20 CUSIP 00206R102 8. 100 SHARES CITIGROUP @$54.82 5,482.00 CUSIP 172967101 9. 128 SHARES CHEVRON CORPORATION @$80.705 10,404.48 CUSIP 155764100cVX WITH ACC'D DMDEND OF $74.24 10. 120 SHARES CONOCOPHILLIPS @$75.98 9,166.80 CUSIP 20825C104 WITH ACC'D DMDEND OF $49.20 11. 50 SHARES COCA COLA CO @$51.835 2,591.75 CUSIP 191216100KO 12. 80 SHARES EXXON MOBIL CORP @$83.17 6,681.60 CUSIP 30231G102XOM WITH ACC'D DMDEND OF $28.00 13. 100 SHARES GENERAL OYNAMfCS CORP 0$79.325 7,932.50 CUSIP369550108 GO 14. 155 SHARES GENERAL ELECTRIC CO @$37.475 5,808.63 CUS1P 369604103 GE 15. 55 SHARES INTEL CORP @$22.17 1,219.35 CUSlP 458140100 INTC 16, 40 SHARES JOHNSON & JOHNSON @$63.335 2,550.00 CUSlP 478160104 JNJ WITH ACC'D DIVIDEND OF $16.60 17. 210 SHARES LOWES COMPANIES INC @$32.085 6,737.85 CUSlP 548661107 LOW DOROTHY G. SUTHERLIN Decedent's Name 21 07 0557 File Number ITEM VAlUEATOATE NUMBER DESCRIPTION OF DEATH 18. 210 SHARES MICROSOFT CORP @$30.42 6,388.20 CUSlP 594918104 MSFT 19. 80 SHARES PROCTOR & GAMBlE CO @$63.12 5,049.60 CUSlP 742718109 PG 20. 70 SHARES STRYKER CORP @$66.845 4,679.15 CUSlP 863667101 SYK 21. 120 SHARES TARGET CORP @$60.545 7,279.80 CUSIP 87612E106 WITH AcetO DMOENO OF $14.40 22. 205 SHARES US BANCORP DEL COM NEW @$34.35 7,041.75 CUSIP 902973304 use 23. 140 SHARES UNITED TECHNOLOGIES CORP @$68.475 9,623.60 CUSIP 913017109 WITH Ace'O OMOENO OF $37.10 24. 239.39 SHARES CAPITAL INC BLOR FO CL C @$64.96 15,550. n CUSIP 140193301 CIBCX 25. 1140.848 SHARES CAPITAL WORLD GRWTH & INC FD CL A @$45.79 52,239.43 CUSIP 140543109 CWGIX 26. 4.088.303 SHARES LORD ABBETT INVT TR US GOVT FO CL A @$2.53 10,380.07 CUSlP 543916308 LAGVX WITH ACC'D DIVIDEND OF $36.66 27. 685.154 SHARES VAN KAMPEN COMSTOCK CL A@$20.52 14,059.36 CUSIP 921120103 ACSTX 28. 1397.016 SHARES VAN KAMPEN REAL ESTATE SEC CL A @$30.64 42,804.57 CUSIP 92113P105 ACREX 29. 5000 LEHIGH CO PA IDA POLLUTION CONTROL SO @101.346 5,131.72 CUSlP 524808 8M3 PLUS Ace'O INTEREST OF $64.42 30. 5000 MONTGOMERCY CO PA HIGHER ED HLTH 80 @$97.623 4,915.05 CUSIP 613603QN2 PlUS ACC'O INTEREST OF $33.90 31. 1??oo PA ECON DEV FING AUTH BO@$101.620 10,311.92 CUSIP 70869RAA1 PLUS ACC'O INTEREST OF $149.92 32. 15000 PA ST HIGHER EOL FACS BD @$98.489 14,819.58 CUSlP 70917N3B8 PLUS ACC'D INTEREST OF $46.23 DOROTHY G. SUTHERLIN Decedent's Name 21 07 0557 File Number ITEM VAlUE AT OATE NUMBER DESCRIPTION OF DEATH 33. 1??oo PA ST HIGHER EOL FACS eo @$98.661 10,097.55 CUSlP 70917N4Q4 PLUS ACCO INTEREST OF $231.45 34. 1??oo FEOL HOME LONA MTG SERIES 2581 @$91 9,114.58 CUSfP 31393L YD9 PLUS ACCO INTEREST OF $14.58 35. 5000 CHL MORTAGE PASS THRU SER 2005-15 @$88.49 4,424.50 CUSIP 12669GQ87 36. 5000 CmGROUP INC DUE 8/27/12 @$100.88n 5,111.43 CUSfP 172967BP5 PLUS ACCO INTEREST OF $67.04 37. 6000 VERtZ ON MARYLAND INC DEB SER B @$82.6156 5,092.58 CUSfP 92344WAB7 PLUS ACCO INTEREST OF $135.64 38. 1000 crr GROUP INC NOTES @$98.6969 988.83 CUSIP 125581AE8 PLUS ACetO INTEREST OF $1.86 39. 4000 FEOL NATIONAL MTG ASSN @$100.4062 4,045.29 CUSIP 31359MGHO PLUS ACCtO INTEREST OF $29.04 40. 4000 ALCOA INC NOTES @$102.8617 4,239.84 CUSIP 013817AD3 PLUS ACCtO INTEREST OF $125.37 41. 5000 BANK ONE CORP SR NOTES @$100.4750 5,117.45 CUSlP 06423AAN3 PlUS ACCtO INTEREST OF $93.70 42. 5000 VERIZON NEW ENG INC SR NOTES @$103.2980 5,228.12 CUSIP 92344RAAO PLUS ACC'O INTEREST OF $63.22 43. 5000 TARGET CORP NOTES @$100.2191 5,111.09 CUSIP 87612EAJ5 PLUS ACCtO INTEREST OF $100.14 44. 5000 SBC COMMU7NCA TlON INC @$101.3975 5,212.13 CUSlP 78387GAM5 PLUS ACCtO INTEREST OF $142.25 45. 8000 US TREASURY NOTES DUE 5/15108 8,056.00 CUSIP 9128274F6 PLUS ACCtO INTEREST OF $12.33 46. 4000 US TREAS NOTES DUE 2/15/12 @$100.4141 4,069.98 CUSIP 9128277LO PLUS ACCO INTEREST OF $53.42 47. 6000 US TREASURY NOTES DUE 2/15/12 6,113.81 CUSlP 9128273EO PLUS ACC'O INTEREST OF $100.68 DOROTHY G. SUTHERUN Decedent's Name 21 07 0557 File Number ITEM VAlUE AT DATE NUMBER DESCRIPTION OF DEATH 48. 14 SHARES VERIZON COMMUNICATIONS @$42.44 594.16 CUSlP 92343V104 49. 12 SHARES LUCENT TEHCNOLOGIES @$.18 2.16 CUSfP 549463107 SO. 6 SHARES aWEST COMMUNICATIONS NATL @$9.95 59.70 CUSlP 749121109 51. 5000 GENERAL ELECTRIC CAPITAl.. CORP MED TERM NOTE SER A @$99.984 5,047.83 PLUS ACC'D INTEREST OF $48.63 52. VOOAFONE, PLC 100.00 GRAND TOTAL $ 402,345.29 ESTATE OF DOROTHY G. SUTHERLIN S.S.# 149-01-4136 FILE NO. 21-07-0557 AITACHMENTTOINVENTORY U.S. SAVINGS BONDS SERIAL # FACE AMOUNT ISSUE DATE VALUE 5/25/2007 L2102605120E $ 50.00 JAN 1978 $ 246.92 L2178302316E $ 50.00 NOV 1979 $ 200.40 K3667218EE $ 75.00 JUN 1980 $ 218.61 K102oo351EE $ 75.00 JAN 1981 $ 196.44 K46118949EE $ 75.00 SEP 1984 $ 128.52 K48996246EE $ 75.00 APR 1985 $ 126.00 K52781138EE $ 75.00 NOV 1985 $ 123.54 K060686784EE $ 75.00 JUN 1986 $ 118.74 K01597908EE $ 75.00 FEB 1987 $ 104.67 K75052217EE $ 75.00 SEPT 1987 $ 102.60 K81923813EE $ 75.00 MAY 1988 $ 100.59 K84665703EE $ 75.00 DEe 1988 $ 96.69 $1,763.72 PERSONAL PROPERTY TILT TOP TABLE SMALL CHAIR WOODEN WASTEBASKET MARTHA WASHINGTON CABINET MIRROR GEORGE WASHINGTON PICTURE WHA T-NOT-SHELF MAHOGANY ROCKER LARGE ROCKER SMALL ROCKER UPHOLSTERED OAK ROCKER BOWL & PITCHER COSTUME JEWELRY TOTAL $ 10.00 5.00 2.50 5.00 2.50 1.00 10.00 10.00 5.00 5.00 5.00 2.50 25.00 $ 88.50 I I /' APPRAISAL This is to certifY that I, Meyer Chovitz., P.O. Box 1073, Virginia Beach, Virginia 23451, telephone (757) 428-4008, am a qualified appraiser of the articles listed below, having been an established antique dealer in the Tidewater area ofVrrginia for over 35 years. To the best of my knowledge, the item(s) listed below, which I have examined, are authentic as they are listed. The appraiser is not interested in the buying or selling of these item(s). This appraisal is made at the request of Name: Estate of Dorothy Sutherlin Address: 505 E. Government Avenue Norfolk, Virginia 23503 The purpose of this appraisal is: Fair MarketValue In my judgment their values are as follows: Number Description Appraisal Value 1 18 STERLING SILVER TEASPOONS. Gorham, "Chesterfield" pattern, patented 1908. Total weight: approximately 13 troy ounces FOUR CONTINENTAL STERLING SILVER SERVING SPOONS AND TWO DESSERT SPOONS. Total weight: approximately 8 Y.z troy ounces APPROXlMATEL Y 27 PIECES ASSORTED STERLING SILVER SPOONS, SUGAR, SHELL. BUTTER KNIFE, PICKLE FORK, SCRAPER, NAPKIN RINGS, ETC. TWO AMERICAN COIN SILVER DESSERT SPOONS. With fiddleback handles. Nineteenth centuIy. Total weight: approximately 1 Y.z troy ounces $ 504.00 2 3 150.00 285.00 4 80.00 Replacement Vable is tile IDIIOIUIt it would cost to replace fill item with one of IIiMiItrr IlIUI 6Iu! qlUllity plU'Cllaed in tile most appropritzte IlUll'Iretpbu:e within Illi111ited IDIIOIUIt of time. Comparative Market Data Approach is based on past prices for similar works by the same artist or artisan, or similar works by another artist or artisan of equal standing and related reputation. SECONDARY MARKET :..~~~ effective date July 6, 2007