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HomeMy WebLinkAbout06-17-08 (2)~~~~~~ ~i~TER ~ fLLS Elf H 0~ PENN.SYLVANMI } ~ CErilt+tlY QF G } Ct1~3E~tl.l~tt~ CE1t~t'I'Y, P~SYLYANFA Ftie Number Z'4-1~T-~'~~'I Susan AI. taia~die 8fad Terry S. Di~rfonD Personal Representatives} of the Estate of Chaties R. Leacfi deceased, U aFthe rea estatein the~Cor~noith gPnen~nsvlfollowing- Srau ~ tt~ry ~! of tt-e p~~or~~a{ ~~ , '.._; situate and a aF th of that the vefuatbn o~~r~ach , item of said inventory represents its fair value as of the date of a decedent's death, and that Decedent real es~ outside ~ the Cortunonweatth of Pennsyhrania except that which ap~-ear3 in a merr~andum at the ~ of tt~y~ntory ~ - '-~~ n ~~ ~~ ~ I verily that the statements made in this Inven- ~ ~~ ~~~~~~ '~ -- tory are true and correct. I understand that false state- --' rnents hereirf are made subject to the penalties Uf - N. le . ~'` 7 '~ ~ _-~ 18 Pa.C.S. § 49f14 to urrswom fialsfication to ~• ; authorises. ~ Teltry S. - _ ~ .. `, _~ ~~ ~_ Attorney - (Name) Amy M.- Mora (Supreme Court 1.D. ~vo.) $1402 {Fam) Law t~ices of Susan E. Lederer {Address) 1 ~~_-Rr.»f, 3~ 2?~6, ktarrict~urg, PA 1710) !7') T~7-733 _. DATE OF DEATH f LART RESIDENCE ~~ ~ ~~ ~ DECEDENTS SQC. 3EC. N0. 11I~06/2007 I career IiNI, PA 17011 FtGURE3 MUST BE TOTALED Persoetal Pro>,eTty !Cash ...........................................................................».................. 287,143.03 Persoeeal Properly .................................................»...................... Stoclr~Listed.....„_»...»..........».......»....»....»..,......»....,.....»...»..., 1,039,7!6.08 Stodes/Clasely Heid ...................................................................... Bonds ........................................................................»„................. Partnersh~s and Sole Proprietorships ........»........................... AAA and t Re~evei~e..».,..».....».»...» ...................... Ali Ot#rer Property ......................................................................... Total Persoetai Property ......................................... 1,326,939.11 Total Real Property ................................................ 158,900 Total Peraonai snd Real Pr+operty ......................... 1~~~~1 WOTE: The Nfemoranaum ar rea- rs~e autslde the conxtianw~ln ar ~ nat~r, at flee a of the persot~ rapnsa~tl~ inmavawe of e~ iEern, but suds figures stauld not Ee ir~o flee •~ ~Me tirver~Ory. (Sae 20 Pa. C.S. § 33ts9 (b}) Farm RW-03 ~. za~~-2ooa INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-07-01021 DATE OF DEATH LAST RESIDENCE 4124 Rosemont Avenue DECEDENTS SOC. SEC. NO. 11/06/2007 Camp Hill, PA 17011 Cash 2003 Chevrolet S-10, titled to Charles R. Leach (title unavailable) (sale price) 7.000.00 Certificate of Deposit held at Pennsylvania State Bank, Account No. 70,161.58 9150015106, titled to Charles R. Leach (accrued interest $161.58) Certificate of Deposit held at IndyMac Bank, Account No. 2913635216, titled to 100,000.00 Charles R. Leach check from HARP (premium refund) 20.22 check from Comcast (refund of cable service) 9.96 check from Donegal Insurance (premium refund) 682.00 check from Federal Civil Service (final retirement check) 316.00 check from Lucent (final retirement check) 891.46 check from Lucent (retirement check) 31.02 check from Patriot News (subscription refund) ~ 32.70 check from United Health Care (premium refund) 2,25 check from Verizon (refund of telephone service) 1.55 Checking Account held at Sovereign Bank, Account No. 0571119476, titled to 2,483.43 Charles R. Leach (accrued interest $0.10) Household Goods sold at auction 5,268.50 (Attach additional sheets if necessary) Total Personal Property and Real Estate 1,485,839.11 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-07-01021 DATE OF DEATH LAST RESIDENCE 4124 Rosemont Avenue DECEDENT'S SOC. SEC. NO. 11/06/2007 Camp Hill, PA 17011 Share Certificate held at Penatgon Federal Credit Union, Account No. 100.216.19 4227016-56-7, titled to Charles R. Leach (accrued interest $216.19) Share Savings held at Pentagon Federal Credit Union, Account No. 5.04 2972686-01-4, titled to Charles R. Leach Verizon (phone bill) 21.13 Total Cash 287.143.03 Stock /Listed 2,850.0000 2,850 shares of AT&T -held at Wachovia Securities, Account No. 5097-8866, 113.487.00 titled to Charles R. Leach 523.0000 shares BP PLC Sponsor ADR -held at Wachovia Securities, Account No. 41,497.44 5097-8866, titled to Charles R. Leach 500.0000 shares CDA Natural Res LTD -held at Wachovia Securities, Account No. 41.812.50 5097-8866, titled to Charles R. Leach 154.0000 shares Chevron Corporation -held at Wachovia Securities, Account No. 13,813.03 5097-8866, titled to Charles R. Leach 700.0000 shares Coca Cola Company -held at Wachovia Securities, Account No. 42,469.00 5097-8866, titled to Charles R. Leach 420.0000 shares Comcast Corporation New Class A -held at Wachovia Securities, 8,645.70 Account No. 5097-8866, titled to Charles R. Leach 300.0000 shares Covidien LTD -held at Wachovia Securities, Account No. 5097-8866, 12.142.50 titled to Charles R. Leach -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-07-01021 DATE OF DEATH LAST RESIDENCE 4124 Rosemont Avenue DECEDENTS SOC. SEC. NO. 11/06/2007 Camp Hill, PA 17011 490.0020 shares Dodge Sz Cox International Stock Funds -held at Wachovia Securities, 24,549.10 Account No. 5097-8866, titled to Charles R. Leach 3,725.5680 shares Dryden Municipal Bond Fund H/l-A -held at Wachovia Securities, 37,963.54 Account No. 5097-8866, titled to Charles R. Leach 2,417.7580 shares Dryden Municipal Bond Fund H/I-B -held at Wachovia Securities, 24,661.13 Account No. 5097-8866, titled to Charles R. Leach 500.0000 shares Firstenergy Corp -held at Wachovia Securities, Account No. 5097-8866, 34,317.50 titled to Charles R. Leach 1,000.0000 shares Harsco Corporation -held at Wachovia Securities, Account No. 57,540.00 5097-8866, titled to Charles R. Leach 3,000.0000 shares Hersha Hospitality Trust -held at Wachovia Securities, Account No. 30.990.00 5097-8866, titled to Charles R. Leach 900.0000 shares Home Depot Inc -held at Wachovia Securities, Account No. 5097-8866, 26,829.00 titled to Charles R. Leach 1.384.7810 shares Jennison Sector Funds Inc -held at Wachovia Securities, Account No. 32,431.57 5097-8866, titled to Charles R. Leach 1,000.0000 shares McDermott International Inc. -held at Wachovia Securities, Account 59.885.00 No. 5097-8866, titled to Charles R. Leach 105,302.1900 shares Money Market Account -held at Wachovia Securities, Account No. 105,302.19 5097-8866, titled to Charles R. Leach 1,240.0000 shares Nuveen High Yield Municipal Bond - B -held at Wachovia Securities, 26.288.00 Account No. 5097-8866, titled to Charles R. Leach -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-07-01021 DATE OF DEATH LAST RESIDENCE 4124 Rosemont Avenue DECEDENT'S SOC. SEC. NO. 11/06/2007 Camp Hill, PA 17011 2,000.0000 shares Penn National Gaming lnc -held at Wachovia Securities, Account No. 123,340.00 5097-8866, titled to Charles R. Leach 50.0000 shares Pennsylvania Insured Municipals Income -Trust -Series 22, titled to 8,977.00 Charles R. Leach 800.0000 shares Pfizer Inc -held at Wachovia Securities, Account No. 5097-8866, titled 19,056.00 to Charles R. Leach 150.0000 shares PNC Financial Services Group Inc - held at Wachovia Securities, 10,391.25 Account No. 5097-8866, titled to Charles R. Leach 500.0000 shares Sovereign Bancorp Inc -held at Wachovia Securities, Account No. 6,527.50 5097-8866, titled to Charles R. Leach 1,000.0000 shares Sterling Financial Corporation -held at Wachovia Securities, Account 17,775.00 No. 5097-8866, titled to Charles R. Leach 300.0000 shares Tyco Electronics, Ltd. -held at Wachovia Securities, Account No. 9,963.00 5097-8866, titled to Charles R. Leach 2,351.0000 shares Van Kampen High Yield Municipal Fund Class B -held at Wachovia 25,038.15 Securities, Account No. 5097-8866, titled to Charles R. Leach 1,589.6430 shares Vanugard Index Small Cap Value -Small CP Value Investment held at 26,403.97 Wachovia Securities, Account No. 5097-8866, titled to Charles R. Leach 849.8970 shares Verizon Communications -held at Wachovia Securities, Account No. 37,030.01 5097-8866, titled to Charles R. Leach 500.0000 shares Weis Markets Inc -held at Wachovia Securities, Account No. 5097-8866, 20,670.00 titled to Charles R. Leach Total Stock 1 Listed 1,039,796.08 -4- INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH I LAST RESIDENCE 4124 Rosemont Avenue ( DECEDENTS SOC. SEC. NO. 11/06/2007 Camp Hill, PA 17011 Real Estate House and Lot located at 4124 Rosemont Avenue, Camp Hill, Parcel ID No. 13-24-0797-203A, titled to Charles R. Leach and Karen I. Leach (deceased November 16, 1987) (settlement sheet attached) Total Real Estate CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-07-01021 158,900.00 158,900.00 -5-