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
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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
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