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Home My WebLink About03-27-08 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland Frederick B. Dewey Jr. Personal Representative(s) of the Estate of } SS } File Number 21 V7 -00672 Frederick B. Dewey 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. 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__ in a memoran at the end of . i1srf!'lYentory. .-'.~ ~... /~ ( k .~< ..--7-' Frederick B. Dewey Jr. } , -"'_1 (..., Attorney - (Name) (Firm) (Address) (Telephone) Wayne M. Pecht (Supreme Court I.D. No.) Pecht & Associates, PC 1205 Manor Drive, Suite 200, Mechanicsburg, PA 17055 717 -691-9809 38904 DATE OF DEATH 06/29/2007 LAST RESIDENCE 3620 Logan Court, 1 C Camp Hill, PA 17011 FIGURES MUST BE TOTALED DECEDENTS SOC. SEC. NO. 371-12-7890 Personal Property Cash............................................................................................... Personal Property......................................................................... Stocks/listed ................................................................................. Stocks/Closely Held...................................................................... Bonds............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... All Other Property......................................................................... 122,243.99 48,250.00 593,236.09 384,305.75 Total Personal Property......................................... 1,148,035.83 Total Real Property................................................ 275,000.00 Total Personal and Real Property......................... 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 -,\ J\~ INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2207 -00672 DATE OF DEATH 06/29/2007 LAST RESIDENCE 3620 Logan Court, 1 C Camp Hill, PA 17011 DECEDENTS SOC. SEC. NO. 371-12-7890 Cash Cash - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 61.87 Cash - found in safe deposit box 5.00 Fulton Bank Checking Account No. 1018-92906 - valued per bank letter dated 7/30/07 5,025.38 Fulton Bank Checking Account No. 1068-30670 - valued per bank letter dated 7/30/07 11,590.25 Fulton Bank IRA No. 105-1904966 - beneficiary is the Estate; valued per bank letter dated 7/30/07 2,812.45 Fulton Bank IRA No. 105-1904966, accrued interest - beneficiary is the Estate; valued per bank letter dated 7/30/07 61.69 Fulton Bank IRA No. 105-1907442 - beneficiary is the Estate; valued per bank letter dated 7/30/07 4.418.37 Fulton Bank IRA No. 105-1907442, accrued interest - beneficiary is the Estate; valued per bank letter dated 7/30/07 43.79 Fulton Bank IRA No. 120-1902150 - beneficiary is the Estate; valued per bank letter dated 7/30/07 4.948.35 Fulton Bank IRA No. 120-1902150, accrued interest - beneficiary is the Estate; valued per bank letter dated 7/30/07 52.13 Fulton Bank Money Market Account No. 9904-78601 - valued per bank letter dated 7/30/07 12.077 .03 (Attach additional sheets if necessary) Total Personal Property and Real Estate 1.423.035.83 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2207 -00672 DATE OF DEATH 06/29/2007 LAST RESIDENCE 3620 Logan Court, 1 C DECEDENT'S SDC SEC. NO. Camp Hill, PA 17011 371-12-7890 Fulton Bank Money Market Account No. 9904-78601, accrued interest - valued per bank letter dated 7/30/07 Indian River National Bank Checking Account No. 0198343101 - valued per bank letter dated 7/26/07 Indian River National Bank Checking Account No. 0198343101, accrued interest - valued per bank letter dated 7/26/07 ING USA Annuity & Life Insurance Company Life Insurance Policy No. 906461 - beneficiary is the Estate; valued per 712 Members 1st Federal Credit Union Savings Account No. 142422-00 - valued per bank letter dated 8/14/07 Members 1st Federal Credit Union Savings Account No. 142422-00, accrued interest - valued per bank letter dated 8/14/07 Money Market - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker Penn Mutual Life Insurance Company Life Insurance Policy No. 3094000 - beneficiary is the Estate; valued per 712 Penn Mutual Life Insurance Company Life Insurance Policy No. 4263628 - beneficiary is the Estate; valued per 712 Total Cash Personal Property 2006 BMW 5 Series 550i Sedan - valued per Kelley Blue Book Misc personal property - valued by Rowe's Auction Service -2- 7.66 16.639.98 4.01 14.676.09 15.448.88 11.80 15.195.53 11.365.03 7.798.70 122.243.99 43.830.00 4,420.00 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2207 -00672 DATE OF DEATH 06/29/2007 LAST RESIDENCE 3620 Logan Court, 1C Camp Hill, PA 17011 Total Personal Property DECEDENrs soc. SEC. NO 371-12-7890 48.250.00 Stock I Listed 324.0000 shares Bank of America Corp - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 15.840.36 396.0000 shares BP PLC - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 28.567.44 313.0000 shares Chevron Corp - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 26.367.12 475.0000 shares Citigroup Inc - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 24.362.75 650.0000 shares Colgate Palmolive Co - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 42.152.50 566.0000 shares Dow Chem Co - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 25.028.52 222.0000 shares Eastman Chem Co - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 14.281.26 241.5000 shares Excelsior Value & Restructg Fd - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 14.376.50 1.376.0000 shares Exxon Mobil Corp - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 115.418.88 800.0000 shares Heinz H J Co - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 37.976.00 -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2207 -00672 DATE OF DEATH 06/29/2007 34.0000 LAST RESIDENCE 3620 Logan Court, 1 C Camp Hill, PA 17011 shares Idearc Inc - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker DECEDENTS SOC. SEC. NO 371-12-7890 1.201.22 317.4900 shares Janus Fd Inc - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 13.147.34 313.0000 shares Johnson & Johnson - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 19.287.06 430.0000 shares PPL Corp - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 20.119.70 1.500.0000 shares Procter & Gamble Co - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 91.785.00 300.0000 shares Proshares Tr Short Mdcap - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 17.310.00 639.0000 shares Royce Value Tr Inc - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 13.687.38 295.2100 shares Sound Shore Fund - held by National Planning Brokerage Account No. 4NR-1 06135; valued per valuation provided by broker 12.289.76 300.0000 shares Streettracks Gold Tr Gold - held by National Planning Brokerage Account No. 4NR-1 06135; valued per valuation provided by broker 19.281.00 163.2800 shares Vanguard Wellington Inv - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 5.538.36 698.0000 shares Verizon Communications - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 28.736.66 -4- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2207 -00672 DATE OF DEATH 06/29/2007 152.0000 LAST RESIDENCE 3620 logan Court, 1 C DECEDENTS SOC. SEC. NO Camp Hill, PA 17011 371-12-7890 shares Washington Mut Inc - held by National Planning Brokerage Account No. 6.481.28 4NR-106135; valued per valuation provided by broker Total Stock / Listed 593.236.09 Bond 1.000.000.0000 Allegheny Cnty PA Hosp Dev Auth Rev 5.25% - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 10.000.00 2.500.000.0000 Allegheny Cnty PA Hosp Dev Auth Rev 6.25% - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 25.000.00 Allegheny Cnty PA Hosp Dev Auth Rev 6.25%, accrued interest - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 99.00 1.500.000.0000 Allegheny Cnty PA Indl Dev Auth Rev - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 15.000.00 Allegheny Cnty PA Indl Dev Auth Rev, accrued interest - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 62.10 2.000.000.0000 Bensalem Twp PA Rfdg - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 20.524.40 2.000.000.0000 Chester Upland Sch Dist Pa - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 19.985.00 1.500.000.0000 Coatesville PA Area Sch Dist - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 15.088.80 -5- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2207 -00672 DATE OF DEATH 06/29/2007 2.000.000.0000 LAST RESIDENCE 3620 Logan Court, 1 C DECEDENT'S SOC. SEC. NO Camp Hill, PA 17011 371-12-7890 Council Rock PA Sch Dist - held by National Planning Brokerage Account No. 20.330.20 4NR-106135; valued per valuation provided by broker 1.000.000.0000 Delaware Cnty Pa Auth Univ Rev - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 10.078.90 2.000.000.0000 Derry Pa Area Sch Dist - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 19.952.00 1.000.000.0000 Mount Joy Boro Pa Auth - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 9.744.00 2.000.000.0000 Newberry Twp Pa - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 20.000.00 Newberry Twp Pa, accrued interest - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 35.00 1.500.000.0000 Northern York Cnty Pa Sch Dist - held by National Planning Brokerage Account No. 4NR-1 06135; valued per valuation provided by broker 14.832.00 2.500.000.0000 Pennridge Pa Sch Dist - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 24.626.75 2.500.000.0000 Pennsylvania Intergvrmmntl Coop Auth - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 25.282.00 1.500.000.0000 Pennsylvania St First Ser - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 15.095.55 2.000.000.0000 Pennsylvania St Rfdgprojs - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 19.714.00 -6- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2207 -00672 DATE OF DEATH 06/29/2007 2.000,000.0000 LAST RESIDENCE 3620 Logan Cou rt, 1 C DECEDENT'S SOC. SEC. NO. Camp Hill, PA 17011 371-12-7890 Pennsylvania St Second Ser - held by National Planning Brokerage Account 20.000.00 No. 4NR-106135; valued per valuation provided by broker 2.000,000.0000 Pittsburgh Pa Sch Dist - held by National Planning Brokerage Account No. 19.216.60 4NR-106135; valued per valuation provided by broker 2,000,000.0000 Plumstead Twp Pa - held by National Planning Brokerage Account No. 19.873.20 4NR-106135; valued per valuation provided by broker 2.500,000.0000 Somerset Twp Pa Mun Auth - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 24,949.25 1.500,000.0000 West Allegheny Pa Sch Dist - held by National Planning Brokerage Account No. 4NR-106135; valued per valuation provided by broker 14,817.00 Total Bond 384,305.75 Real Estate Real estate located at 3620 Logan Court #1C, Hampden Township, Cumberland County, PA 275,000.00 Total Real Estate 275,000.00 -7- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Memorandum of Out-of-State Real Estate COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2207 -00672 DATE OF DEATH LAST RESIDENCE 3620 Logan Court, 1 C 06/29/2007 Camp Hill, PA 17011 Real estate located at 17 Park Avenue, Vera Beach, Indian River County, FL DECEDENT'S SOC. SEC. NO. 371-12-7890 825,000.00 Total Out-of-State Real Estate 825,000.00