HomeMy WebLinkAbout09-02-08REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of M. CHRISTINE CROWLEY No. 21 08 00387
also known as MARY C. CROWLEY
Deceased
HOWARD HOUTZ
Date of Death 2/8/2008
Social Security No.
Personal Representative(s) of the above Estate, deceased, verify 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 the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I1We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities.
Name of
Attorney: Richard M. Mohler
I.D. No.: 06373
Address: 14 S. Main Street
Lewistown, PA 17044
Telephone: X717) 248-5462
Description
TOTAL PERSONAL ESTATE
Page 1 Total 116,233.09
Page 2 Total 16,664.23
TOTAL REAL ESTATE
TOTAL REAL ESTATE OUTSIDE OF THE COMMONWEALTH
(Attach Additional Sheets if necessary)
Personal Representative:
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HOWARD HOUTZ, Executts
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Value
132,897.32
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Total
132,897.32
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.
R W-4
Continuation of Inventory
M. CHRISTINE CROWLEY
21 08 00387
Page 1
Description of Inventory
Description
PERSONAL ESTATE SCHEDULE
1. Citigroup Global Markets, Inc., Smith Barney Division, Account
No. 204-00016-18 554, consisting of the following:
(1) 2,000 shs. Tiers Principal Protected Minimum Return Trust Certi-
ficates Nasdaq-100 Index 2003-12 at $11.25 per share, Cusip
No. G88653-86-3 ($22,500.00);
(2) Bank Deposit Program ($2,793.27)
2. Wachovia Bank, N. A., Trust Account No. 1519192827 under
Agreement dated 4/29/1992, consisting of the following investments:
(1) 5,000 shs. Wachovia PT Money Market, Cusip ~
No. 9979981006 5,000.00
(2) 6461.173 shs. Evergreen Short Term Diversified
Income Fund (Fund #459) at $5.85 per share,
Cusip No. 299908202 37,797.86
Accrued dividend to date of death 44.29
(3) 866.449 Evergreen Select High Yield Bond
Fund (Fund #532) at $8.63 per share,
Cusip No. 299908798 7,477.45
Accrued dividend to date of death 13.58
(4) 458.299 shs. Evergreen International Bond
Fund Class I (Fund #460) at $11.59 per
share, Cusip No. 299908830 5,311.69
(5) 322.261 shs. Evergreen Strategic Growth
Fund Class I (Fund #440) at $29.45
per share, Cusip No. 299909408 9,526.04
(6) 232.783 shs. Evergreen Growth Fund
Class I (Fund #703) at $14.03 per share,
Cusip No. 300237252 3,265.95
(7) 178.304 Harbor Small Cap Value Fund Insured
Class at $18.56 per share, Cusip No. 411511843 3,309.32
(8) 382.472 shs. T. Rowe Price Equity Income
Fund Equity Income Fund at $26.10 per share,
Cusip No. 779547108 9,982.52
(9} 664.623 shs. Evergreen International Equity
Fund Class I (Fund #252), at $9.40 per share,
Cusip No. 299924704 6,247.46
{10) 2963.65 shs. Wachovia PT Money Market
at $1.00 per share, Cusip No. 997981006 2,963.65
Value
25,293.27
90,939.82
Subtotal I $ 116,233.09
Continuation of Inventory
M. CHRISTINE CROWLEY 21 08 00387
Paoe 2
Description of Inventory
Description
PERSONAL ESTATE SCHEDULE (Cont'd)
3. 16 shs. Supervalu, Inc., Common Stock at $29.09 per share,
Cusip No. 013104104
4. Wachovia Crown Classic Checking Account No. 1010084798275
5. Albertson's, Inc., per share merger cash entitlement to owners
of Albertson's Common Stock at $20.35 in cash per share for 90
shares (Merger completed on 6/2/2006, but Decedent never
converted shares of Albertson's Common Stock)
6. SuperValu, proceeds from liquidation of fractional share of
0.38 share of SuperValu, Inc., Common Stock as a result of merger
with Albertson's
7. Albertson's, Inc., payment of accrued dividends on unexchanged
shares
8. United States Treasury, government Stimulus Payment
9. MetLife Pension Co., pension payments dated 2/28/2008 ($590.50)
and 3/31/2008 ($590.50) beneficiary of Neill Crowley's pension
from Wyeth
REAL ESTATE SCHEDULE
None
MEMORANDUM OF REAL ESTATE OUTSIDE OF THE COMMONWEALTH
None
465.44
12,853.13
1,831.50
11.24
21.92
300.00
1,181.00
0.00
0.00
Subtotal $ 16,664.23
Grand Total $ 132,897.32
Value