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INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } 55
COUNTY OF Cumberland }
File Number 21 - 07 - 00900
Thomas L. Whitcomb Mary Luise Freeman
Personal Representative(s) of the Estate of Whitcomb, Luther M
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. S 4904 relating to unsworn falsification to }
authorities.
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THomas L. Whitcomb ./"7
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Attorney -- (Name)
(Firm)
Dale F Shughart, Jr. Esquire
(Supreme Court 1.0. No.) 19373
;:"
(Address) 10 West High Street
Carlisle, P A 17013
I ~ I
(.'.)
r.)
(Telephone) 717/241-4311
DATE OF DEATH
9/26/2007
LAST RESIDENCE
Thornwald Nursing Home
Carlisle, P A 17013
I FIGURES MUST BE TOTALED I
DECEDENTS Soc. SEC ~
182~36-3'213 ~:l
Personal Property
600 shares Boeing Co, CUSIP #097023105000 @104.615
62,769.00
23 shares Citadel Brodcasting Corp, CUSIP #17285T1060000 @ 4.165
95.80
525 shares Comcast Corp CL A, CUSIP #20030N101000 @ 24.32
12,768.00
414 shares COVIDIEN LTD. CUSIP #G2552X108001 ,@41.755
300 shares Walt Disney Co, CUSIP #25468710600 @34.385
17,286.57
10,315.50
570 shares DOVER CORP, CUSIP #260003108000 @50.875
28,998.75
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
$1,421,637.67
<:v
REGISTER OF WILLS OF
INVENTORY
(continued)
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21 - 07 - 00900
DATE OF DEATH
9/26/2007
LAST RESIDENCE Thornwald Nursing Home
Carlisle, PA 17013
DECEDENT'S soc. SEC. NO.
182-36-3213
914 shares GLAXOSMITHKLlNE PLC SP ADA, @ 53.33, (48,743.62), plus
x-dividend 452.17,
CUSIP #37733W205001
49.195.79
15 shares IDEAAC INC, CUSIP #451663108000 @31.185
467.78
2,979.34 shares LEGG MASON SPL INVESTMENT CUSIP #524904109000 @40.44
120.484.51
6,008.97 shares AOYCE PENNSYLVANIA MUTUAL FD, CUSIP
#7809000005816000 @11.51
69.163.24
414 shares TYCO Electronics L TO, CUSIP #G9144P105001 @34.785
14,400.99
414 shares TYCO Inti L TO, CUSIP #G9143X208001 @44.60
18.464.40
306 shares Verizon Communication, CUSIP #92343V104000 @44.405
13.587.93
250 shares Waste Mgmt Inc DEL, CUSIP #94106L 109000 @38.34
9.585.00
65,000 ACACIA Federal Savings Bk-VA @ .99074 (64,398.10) plus accrued
interest 373.97
CUSIP #003874NWOOBO
64.772.07
50,000 Mercantile Bank-FL @ .9905 (49,525.00) plus accrued interest 570.55
CUSIP #58740WFF4080
50.095.55
40,000 CIT Bank-UT @ .99378 (39,751.20) plus accrued interest 102.03
39.853.23
50,000 Discover Bank-DE @ .99546(49,773.00) plus accrued interest 126.99
49.899.99
70,000 Lehman Brothers Bank, FSB-DE @ .9829 (68,803.00) plus accrued
interest 202.52
69.005.52
2
REGISTER OF WillS OF
INVENTORY
(continued)
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21 - 07 - 00900
DATE OF DEATH
9/26/2007
LAST RESIDENCE Thornwald Nursing Home
Carlisle, PA 17013
DECEDENT'S soc. SEC. NO.
182-36-3213
30,000 Lehman Brothers, @ .99604 FSB-OE (29,881.20) plus accrued interest
14.79
29.895.99
65,000 National Bank S.C C/O @ .98492 (64,019.80) plus accrued interest 269.26.
64.289.06
50,000 ROYAL Amern Bk Inverness I@ .9817 (49,085.00) plus accrued interest
131.51
49.216.51
50,000 East Corolina Bank Engelhard @ .99135 (49,567.50) plus accrued interest
26.30
49.593.80
17305.131 shares Ameriprise Financial @ 7.560
130.826.79
119.416 shares PA Tax Exempt Income Fund @9.00 CUSIP #746852102
1.074.74
20,000 shares State Pub Sch Bldg Auth PA @$90.556 CUSIP #85732PBP4
18.111.20
5,000 shares PA State Higher Edl Fac @ $97.312 CUSIP #70917REY7
4.865.60
Contents of safe deposit box, valued in accordance with appraisal of Allysa
Loney attached.
516.00
Cash on hand, household goods, furniture and furnishings, and personal effects
of monetary value, valued in accordance with attached appraisal of Allysa
Loney.
1.375.00
1995 Buick LeSabre automobile, valued in accordance with attached Kelley Blue
Book private sale valuation.
2.330.00
M & T Bank checking account #90068548
Principal 11,197.64
Accrued interest .24
11.197.88
3
REGISTER OF WILLS OF
INVENTORY
(continued)
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21 - 07 - 00900
DATE OF DEATH
9/26/2007
LAST RESIDENCE Thornwald Nursing Home
Carlisle, P A 17013
DECEDENT'S SOC. SEC. NO.
182-36-3213
Smith Barney Bank Deposit Program Account #123992711000
Principal 56,343.62
Accrued interest 119.52
56.463.14
Edward Jones Money Market account #377-02944-1-05
1.012.41
Penn National Insurance, refund of auto insurance.
106.00
Genworth Financial, nursing care reimbursement
1.300.00
Cumberland County, final retirement
443.53
Peerless Insurance Company, refund of personal property insurance
108.00
Peerless Insurance Company, refund of homeowner's insurance policy
479.00
ING USA, Life Insurance Company, death benefit
10.353.67
National Life Insurance Company, death benefit
15.465.67
Union Central Life Insurance Company, death benefit
2.404.06
Total Personal Property
$1,152,637.67
4
INVENTORY
(continued)
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21 - 07 - 00900
DATE OF DEATH
9/26/2007
LAST RESIDENCE
Thornwald Nursing Home
Carlisle, P A 17013
DECEDENT'S soc. SEC. NO.
182-36-3213
Real Estate
House and lot at 616 Mooreland Avenue, Borough of Carlisle, Cumberland
County, PA: Prior Deed reference: Deed Book "U", Vol. 16, Page 65.
Cumberland County Tax Parcel #04-22-0483-003. Valued in accordance with
attached appraisal of Susan B. Burkholder.
269.000.00
Total Real Estate
$269,000.00
5