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INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA 1
COUNTY OF CUMBERLAND f SS 2008-00621
Fiie Number
Personal Representative(s) of the Estate of Sara Jane Caum
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- ~ ~~' z 7
ments herein are made subject to the penalties of ~- '~
l8 Pa.C.S. § 4904 relating to unsworn falsification to T~" ~- 7 / CI
authorities.
Attorney -- (Name)
(Supreme Court I.D. No.)
(Address)-
(Telephone),
DATE OF DEATH
05/24/2008
LAST RESIDENCE
16 Amherst Drive, Camp Hill, PA 17011
Personal Property:
Cash
Miscellaneous Personal Property
Stocks and Bonds Listed
Total Real Property
FIGITRES MIDST BE TOTALED
DECEDENT'S SOC. SEC. NO.
168-24-3021
324,112.15
8,000.00
780,970.96
153, 156.88
4
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(Attach additional sheets as needed)
TOTAL: ~ 1,271,239.99
NOTE: The Memorandum of rea! estate outside the Commonwealth oC Pennsylvania may, at the election oC the personal representative include the valor, of each
item, but such figures should not be extended into the total of the Inventory. /See 20 Pa_ CS S 330/(bJ)
Form RW-09 rev. 10.!3.06
(~/v
Register of Witls, Cumberland County, Pennsylvania
INVENTORY
Estate of SAGA JANE CAUM No, 2008-00621
Also known as Date of Death 05/24/2008
CASH Social Security No. 168-24-3021
M&T BAI`IIC 12 MO. C~3tT. OF DEPOSIT #31003914570857 $ 19, 780.76
ACCRUED Il~T ON ITFM 1 THROLTC~I DATE OF DEATH 26.61
M&T BANK TIME DEPOSIT C1;RT. OF DENT #31003913152482 11,172.75
ACCRUED INPERF~T ON ITEM 3 THROUGEI DATE OF DEATH 26
43
M&T BAIVKC 12 MO. (RRT. OF DEPOSIT #311003915142126 .
12, 967.17
ACCRUED INTEREST ON ITEM 5 TfiROiJGH DATE OF DEATH 32.55
M&T QIDCKING WITH Il~TEREST ACCT, #98028731 24,872.01
ACCRUED INTEREST ON ITQy 7 ZHROiiJC~i DATE OF DEATH .58
PNC BANK 11 MO. CERT. OF DEPOSIT #31900149493 24,172.35
ACCRUED I~ O1V ITEM 9 THROUGH DATE OF DEATH 69
77
PIJC BANK 12 MO. CERT. OF DEPOSIT #313002691925 .
11,393.49
ACCRUED INTEREST ON ITII~I 11 THROUGH DATE OF DEATH 13
15
PNC BANK CFIDC~CIlVG ACCOUNP #51-4000-9907 .
72,278.85
ACCRUED INTEREST ON ITFIwi 13 THROUGH DATE OF DEATH 9
36
PNC BANK MONEY MARKET' ACCOiJNT #50-0094-0134 .
13,815.45
ACCRUID INTEREST ON ITEM 15 THROUGH DATE OF DEATH 7
10
SOVEREIGN BANK CER'P. OF DEPOSIT #1055161226 .
29,087.55
ACCRUED IN'I1:~REST ON ITFM 17 THROUGFI DATE OF DEATH 86
19
SOVEREIGN BANK CERT. OF DEPOSIT #1055162802 .
28,131.37
ACCRUED IlVTEREST ON ITEM 19 THROi7GH DATE OF DEATH 47
28
SOVEREIGN BANR CAP. OF DEPOSIT #1055176174 .
17,119.11
ACCRUID INTEREST ON ITFl~I 21 THROi7GH DATE OF DEATH 64
96
SOVEREIGN BANK CERT. OF DEPOSIT #1055176786
' .
34,320.36
ACQ2UED Il~TTERES
T ON I'IT1~'I 23 TfiROUGFI DATE OF DEATH 68
87
STIF'II. NICDLAUS CASH/MONEY MARRED FUNDS .
837
24
SAVINGS BOND SERIFS EE ISSUED JUNE 29, 1992 .
58
38
CIfiIZENS BANK CERT. OF DEPOSIT #6140758084 ..
26,705.11
ACCRUED IIJTEREST ON 1:TFM 27 THROUGH DATE OF DEATH 24
35
~STSTES ZREASURY - REFUI`ID OF 2007 INCx~ TAX .
~ 1
743
00
~~ ,
.
180.00
~~' CASH 329,112.15
PERSONAL PROPERTY
CI~'VROLET SEDAN 2005 -VIN 1GiZS52F35F253018
TCITAL PERSONAL PROPERTY
8,000.00
8,000.00
{Attach additional sheets if necessarvl
- 2 -
Register of Wills, Cumberland County, Pennsylvania
[NVENTORY
Estate of SARA JANE CAUM
No. 2008-00621
Also known as Date of Death 05/24/2008
Social Security No. 168-24-3021
STOCKS LISTID
2,228.000 SHARES AT&T INC. $ 86,451.97
70.000 SHARES CHUBB CORP. 3,691.45
19.000 SHARES FAIRPOINT 00t~7UNICATI0NS INC. 163.07
548.000 SHARES PPL CORP. 27,295.95
1,018.000 SHARES VERIZON OONIMUNICATIONS INC. 37,831.43
90.000 SHARES WIlVDSTREAM CORP. 1,168.65
500.000 SEIARES DREYFUS MUN IIJCONfE INC. 4, 266.25
ACCRUID DIVIDEND ON ITEM! ? THROUGH DATE OF DEATH 20.50
301 .298 SHARES Nf)VEE1~1 PA PREM INCOd~ MUN FD 2 3, 726.45
ACCRUID DIVIDEND ON ITEM 9 THROiK~H DATE OF DEATH 1'4.91
324.282 SHARES NUVEEIV PA INV'P QUALITY MUN FD 4,269..17
ACCRUED DIVIDEND ON ITEM 11 THROUGH DATE OF DEATH 17.84
351.516 SHARES VAN KAMPEN PA VALUE MUN INCOME 4,595.19
ACCRUID DIVIDEND ON ITEM 13 THROLJGfi DATE OF DEATH 21.62
200.000 SHARES t~atRrr.r. Ly(~(~; pgp ~p ~ III ZOPRS 7$ 4, 356.00
4,513.459 SHARES DMC TAX FREE IlQCiOD~ TR PA 35,656.33
413.092 SHARES DREYFUS PRII~lIER MUN BD FD 5,221.48
3,972.083 SHARES DREYFUS PREMIER ST MUN BD FD 62,719.19
895.870 SfiARFS EATON VANCE MUT FDS TR TXMGD 22,710.30
2,672.877 SHARES EATDN VANCE MUNS TR PA MUN A 25,659.62
1,582.528 SHARES EATON VANCE MUNS TR PA MUMS CL B 15,714.50
6,311.959 SHARES FRAPiKLIN TAX FREE TR PA T/F IlJCM A 64,823.82
6,891,478 SHARES OPPII~INIER MULTI ST MUN PA MUN CL B 81,388.36
1,890.000 SHARES AT?•~ IRISH BKS PLC SPON ADR ORD 78,529.53
456.000 SHARES IlaI~2NATI0NAL BUSINESS MA(~iIlVES 57,006.84
ACCRUID DIVIDEND ON ITEM 25 THROiIGEi DATE OF DEATH 228.00
1, 200.000 FIQZSHE'Y CO. 44, 907.00
ACCRUID DIVIDED ON ITEM 27 THROUGH DATE OF DEATH 357.00
628.000 SHARES SOVEREIGN BANKCORP INC. 5,397.66
4,339.324 SHARES PRUDENTTAT.FUND #15 63,744.67
2,665.042 SHARES PRUDENTIAL FUND #22 39,016.21
TOTAL STOC'[CS LISTED 780, 970.96
(Attach additional sheets if necessary}
- 3 -
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of SARA ~~ ~~
Also known as
REAL ESTATE
No. 2008-00621
Date of Death 05/24/2008
Social Security No. 168-24-3021
16 AN)H7~-ST DRIVE, CAMP HILL, PA 17011. - DEF,D REUDRDID 8/28/1970 IN
HOOK T NO. 23, PAGE 800 IN TAE REOO~RDER OF DEEDS' OFFICE, OOt7N`PY
OF C~;INIBERI,AND, PENNSYLVANIA, LOWER ATT,ID gpy,~~IP, PARCEL #13-24-0807-044 $153,156.88
TOTAL REAP ESTATE 153,156.88
TOTAL PERSONAL AND REAL ESTATE
$1,271,239.99