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HomeMy WebLinkAbout01-09-09INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-08-0451 George R. Boyer Personal Representative(s) of the Estate of James A. Russell c-a ,-, n ° =, deceased, de ose s and sa s that the items a O ~ ' -- P O Y(1 ppearing in the following inventory include all of the personal i;i's ~ 6'~here~>~r ~ ' situate and all of the real estate In the Commonwealth of Pennsylvania of said Decedent that the valuation plac~~osite each s ~, item of said inventory represents its fair value as of the date of the decedent's death, anc~ that Decedent owned.r-er_-real estatr~ ~ c outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this:h;le~rr-f_o-ry. c - ~`'_ I verify that the statements made in this Inven- ~~ - 7 :. ~ ~~ ,.--- , 4 ~ ~- ~ ' tory are true and correct. I understand that false state- ~ c ~'`--'~` "'__~~C~ C' ~_~ - ments herein are made subject to the penalties of George R~ Dyer ' --+ •• 18 Pa.C.S. § 4904 relating to unsworn falsification to v ~ .' - ~ ~ authorities. Attorney -- (Name) Wayne M Pecht (Supreme Court I.D. No.) 38904 (F"m) Pecht 8< Associates, PC (Address) 1205 Manor Drive, Suite 200, Mechanicsburg, PA 17055 (telephone) 717-691-9809 DATE OF DEATH LAST RESIDENCE 1418 Carlisle Road DECEDENTS SOC. SEC. NO. 04/10/2008 Camp Hill, PA 17011 714-18-1511 FIGURES MUST BE TOTALED Personal Propertv Cash .................................................................................................... Personal Property ............................................................................. Stocks/Listed ..................................................................................... Stocks/Closely Held ......................................................................... Bonds ................................................................................................. Partnerships and Sole Proprietorships ........................................ Mortgages and Notes Receivable .................................................. All Other Property ............................................................................. Total Personal Property ........................................... Total Real Property ................................................... Total Personal and Real Property ........................... 762,655.62 17,210.00 31,208.79 413.80 811,488.21 152,492.00 963,980.21 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. to-ts-zoos 11VVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-08-0451 DATE OF DEATH I LAST RESIDENCE 1418 Carlisle Road DECEDENTS SOC. SEC. NO. 04/10/2008 Camp Hill, PA 17011 ~ 714-18-1511 Cash AIG Annuity Policy # FJ245788 -Per statement ending March 31, 2008 93 581.92 Brenner Nissan refund and ESC cancellation -Per copy of check# 46714 dated 1,014.00 712108 from Brenner Commerce Bank 50+ Checking Account # 513208652 -Per valuation letter from 6,158.01 Commerce Bank George Washington Silver Dollars 150.00 Hartford Insurance -Refund of unearned premium 115.00 Household Furnishings -Proceeds from sale of furniture 800.00 M8~T Bank Retirement Account # 35004201002570 -Per valuation letter from 252,593.66 bank M8~T Bank Retirement Account # 35004201002588 -Per valuation letter from 12,338.82 bank Pennsylvania American Water -Refund for overpayment of water bill 5.50 Pennsylvania Department of Revenue -Refund of Personal Income Taxes 31.44 Pennsylvania State Bank CD # 9150003754 -Per valuation letter from bank 63,719.54 Pennsylvania State Bank Statement Savings Account #9150012061 -Per 22,175.70 valuation letter from bank Scott's Lawn Service -Refund 204.20 (Attach additional sheets if necessary) Total Personal Property and Real Estate 963,980.21 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS } File Number 21-08-0451 DATE OF DEATH LAST RESIDENCE 1418 Carlisle Road DECEDENTS SOC. SEC. NO. 0 411 0/2 0 0 8 Camp Hill, PA 17011 714-18-1511 Sovereign Bank CD # 0575434931 -Per DOD valuation letter from Sovereign Bank Sovereign Bank Premier Checking Account # 2331027579 -Per DOD valuation letter from Sovereign Bank Sovereign Bank Savings Account # 0574176438 -Per DOD valuation letter from Sovereign Bank The Hartford pro-rata return of insurance -Per copy of check and check statement dated 7118108 US Stimulus Check Wachovia CD Account # 247402112923173 -Per Withdrawal confirmation dated 5/30/08 Wachovia Crown Classic Banking Account # 1010160096820 -Per statement ending 4/25/08 Wachovia Securities Account #4534-8485 -Per Account Summary ending 3/31 /08 Total Cash Personal Property 2008 Nissan Classic Firearms -Check for 2 hunting rifles, a pistol and a WWII knife Smith 8. Wesson TEF0499 Total Personal Property 41, 6.587.76 10,388.55 182.00 600.00 195,973.49 9,242.69 44,966.86 762,655.62 16,500.00 410.00 300.00 17,210.00 -2- REGISTER OF WILLS OF INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-08-0451 DATE OF DEATH LAST RESIDENCE 1418 Carlisle Road DECEDENTS SOC. SEC. NO. 04/10/2008 Camp Hill, PA 17011 714-18-1511 Stock /Listed 3,441.0000 shares 3,441 shares Sovereign Bankcorp, Inc. -Per mean value of $8.89/share on April 10, 2008 calculated from Scottrade.coom and Marketwatch, Inc. BNY Melon 10 shares of MetLife Stock at mean dod value of $61.83 Total Stock /Listed Bond 30,590.49 618.30 31,208.79 US Savings Bond Series EE Serial # L507776084 face $50 issued 1/1993 -Valued 57.24 per US Treasury redemption calculator US Savings Bond Series EE Serial # 815968017 face $200 issued 6/1984 - 356.56 Valued per US Treasury redemption calculator Total Bond Real Estate All that certain piece or parcel of land known and numbered as 1418 Carlisle Road, Camp Hill, PA -Net paid to Seller at settlement per HUD-1 Total Real Estate 413.80 152,492.00 152,492.00 -3-