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Home My WebLink About02-03-09 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA N COMMONWEALTH OF PENNSYLVANIA } ~ °o COUNTY OF Cumberland ) SS File Number 21 - 08 - 0$75 m ~ f*i ~ ~ ? Mary Louise Walker FC r~ t r Personal Representative(s) of the Estate of Walker, Louise E. ~ ~ ti~ deceased, depose(s) and say(s) that the items appearing in the followin invento _ '~- ~ -_ ~ -, g ry include all of the personal ~ ere~sduale and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed oppo each it~~gg of s~ c inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real est~ outside of'lie Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. ~ ,.--' °"-~ :.C~ ..._,;~ I verify that the statements made in this Inven- ~ > ~~~~ tory are true and correct. I understand that false state- } ~~ `~ ~~ ~~`~~"uL "`_' ``~_`~-" ments herein are made subject to the penalties of ~ Mary Loulse Walker 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. - ____ __ Attorney-- (Name) (Firm) (Address) Francis A Zulli (Supreme Court I.D. No.J 15316 __ Wion, Zulli and Seibert 109 Locust Street Harrisburg, PA 17101 __ _ - (7eiephone) 717/232-1488 DATE OF DEATH LAST RESIDENCE 210 Big Spring Road DECEDENT'S SOC. SEC. NO. 5119/2008 Newville, PA 17241 183-12-4592 FIGURES MUST BE TOTALED Personal Proaerty Merrill Lynch Assets and Cusip Nos.as follows: Account No. 87242188 350 Shares of American Int'I Group, Inc. @ $39.13 per share 026874107 306 Shares of Anadarko Pete Corp @ $77.985 per share 032511107 2750 Shares of Analog Devices Inc. @ $35.915 per share 032654105 400 Shares of Bank of America Corp. @ $36.185 per share 060505104 1000 Shares of Baxter Int'I Inc @ $61.27 per share 071813109 13,697.25 23,863.41 98,766.25 14,474.00 61,270.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate $2,535,247.37 REGISTER OF WILLS OF INVENTORY (continued) CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 - 08 - 0575 -- DATE OF DEATH IAST RESIDENCE 210 Big Spring Road DECEDENTS SOC. SEC. N0. 5/19/2008 Newville, PA 17241 183-12-4592 800 Shares of H&R Block @ $23.585 per share 093671105 186 Shares of Cardinal Health, Inc @ $55.865 per share 141494108 800 Shares of Carpenter Technology Corp @ $60.955 144285103 Accrued dividend 1618 Shares of Chevron Corp New @ $101.61 per share 166764100 Accrued dividend 252 Shares of CVS Caremark Corp @ $43.305 per share 126650100 442 Shares of Devon Energy Corp New @ $122.77 per share 25179M703 1800 Shares of DuPont E I De Nemours @ $49.605 per share 263534109 Accrued dividend 150 Shares of Lilly Eli & Co @ $49.275 per share 532457108 Accrued dividend 1280 Shares of Exxon Mobil Corp @ $ 93.545 per share 302316102 Accrued dividend 11 Shares of Fairpoint Communications Inc. @ $8.745 per share 305560104 331 Shares of Firstenergy Corp @ $77.555 per share 337932107 Accrued dividends 18,868.00 10,390.89 48,764.00 144.00 164,404.98 1,051.70 10.912.86 54,264.34 89,289.00 738.00 7,391.25 70.50 119,737.60 512.00 96.20 25,670.71 182.05 2 REGISTER OF WILLS OF INVENTORY (continued) CUMBERLAND __ COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 - 08 - 0575 DATE OF DEATH LAST RESIDENCE 210 Big Spring Road DECEDENT'S SOC. SEC. N0. 5/19/2008 Newville, PA 17241 183-12-4592 4265 Shares of Forest Labs, Inc. @ $34.90 per share 345838106 900 Shares of Gannett Inc @ $29.955 per share 364730101 877.4630 Shares of General Electric Co. @ $32.35 per share 369604103 4800 Shares of Hershey Co. @ $37.62 per share 427866108 30 Shares of Idearc Inc @ $4.645 per share 451663108 400 Shares of Johnson & Johnson @ $ 66.525 per share 478160104 500 Shares of Kellogg Co. @ $51.005 per share 487836108 3200 Shares of Microsok Corp @ $29.60 per share 594918104 Accrued dividend 790 Monsanto Co. New @ $123.16 per share 61166W101 2772 Shares of Pfizer Inc @ $20.115 per share 717081103 Accrued dividend 396 Shares of Solutia Inc @ $0.00 per share 2 Shares of Solutia Inc. New @ $13.52 per share 834376501 800 Sharesof Travelers Companies Inc @ $50.845 per share 89417E109 400 Shares of Union Pac Corp @ $156.10 per share 907818108 112 Shares of Ventas Inc @ $48.25 per share 92276F100 148,848.50 26,959.50 28,385.93 180,576.00 139.35 26;610.00 25,502.50 94,720.00 352.00 97,296.40 55,758.78 887.04 0.00 27.04 40,676.00 62,440.00 5,404.00 3 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS uAIE OF DEATH I LAST RESIDENCE 210 Big Spring Road 5/19/2008 Newville, PA 17241 COUNTY, PENNSYLVANIA File Number 21 - 08 - 0575 DECEDENT'S SOC. SEC. NO. 183-12-4592 600 Shares of Verizon Communications @ $38.801 per share 9234V104 400 Shares of Wachovia Corp @ $27.595 per share 929903102 1012 Shares of Weis Mkts Inc. @ $34.225 per share 948849104 16 Shares of Solutia Inc @ $0.90 per share 834376147 1231.6140 Shares of Davis NY Venture Fd Inc @ $38.13 per share 239080203 10447.8890 Shares of Franklin Tax Free PA @ $10.35 per share 354723447 6747.180 Shares of Natixis FDS Tr @ $10.24 per share 638728889 CIDPX Central Dauphin School District Bond Cusip No. 153300KR8 dT 10-01-1998 4.750% 10-15-2014 $40,000.00 100.503 Accrued interest Ephrata PA Area School District Bond Cusip No. 294223JS2 DT 10-01-1998 4.750% 10-15-2014 $10,000.00 100.678 Accrued interest Lebanon County PA Bond Cusip No. 522426KQ7 Dt 03-15-2003 3.80% 10-15-2014 $40,000.00 100.85 Accrued interest Moshannon Vy School District Bond Cusip No. 61958FR7 Dt 08-01-2003 3.60% 12-01-2015 $10,000.00 98.091 Accrued interest 23,280.60 11,038.00 34,635.70 14.40 46,961.44 108.135.65 69,091.22 40,201.20 676.00 10,067.80 46.18 40.340.00 147.78 9,809.10 169.00 4 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS DATE OF DEATH LAST RESIDENCE 210 Big Spring Road 5/19/2008 Newville PA 17241 Pennsylvania St Bond Cusip No. 709141DS1 Dt 06-10-2003 3.500% 07-01-2016 $10,000.00 99.23 Accrued interest Pennsylvania St. Bond Cusip No. 709141WJ0 Dt 05-01-2002 5.00% 05-01-2020 $10,000.00 107.999 Accrued interest Pennsylvania St Bond Cusip No. 709141ZR9 Dt 01-01-2003 4.750% 01-01-2023 $10,000.00 102.279 Accrued interest End of Merrill Lynch Assets 483 Shares of Pfizer @ $20.12 per share 717081103 Accued Dividend Fiie Number 21 - 08 - 0575 DECEDENTS SOC. SEC. N0. 183-12-4592 1296.252 Shares of Wellington Fund @ $30.31 per share 949535306 800 Shares of British Petroleum @ $71.98 per share 055622104 286 Shares of Nationwide @ $49.84 per share 063861210 U.S. Series H Bond No. D12098084H Issued 06-79 U.S. Series H Bond No. M17787074H Issued 06-79 U.S. Series H Bond No. M17787075H Issued 06-79 9,923.00 135.14 10,799.90 26.39 10,227.90 183.40 9,717.96 154.56 39,289.40 57,584.00 14,254.24 500.00 1,000.00 1,000.00 r~ INVENTORY (continued) REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS CUMBERLAND COUNTY, PENNSYLVANIA unm ~r ueA ~H LAST RESIDENCE 5/19/2008 ?~0 Bi9 Spring Road U.S. Series H Bond No. M17788625H Issued 06-79 U.S. Series H Bond No. M17813026H Issued 09-79 U.S. Series H Bond No. M17813027H Issued 09-79 U.S. Series H Bond No. M17813028H Issued 09-79 U.S. Series H Bond No. V5348530H Issued 09-79 Morgan Stanley Assets and Cusip Nos. as follows: Account No. 410 015320 084 DECEDENT'S SOC. SEC. N0. 183-12-4592 1,000.00 1,000.00 1,000.00 1,000.00 5,000.00 602.27 Shares of American Cap World GR& Inc A @ $44.14 per share 140543109 2925.77 Shares of Goldman Sachs @ $9.75per share 38142Y825 300 Shares of Citigroup Inc @ $23.20 per share 172967101 1700 Shares of Eaton Vance Tax MGD Div Fd @ $17.39 per share 27829F108 200 Shares of Marathon Oil Co. @ $54.46 per share 565849106 3007 Shares of Van Kampen PA Mun Inc @ $13.08 per share 921127108 Central Dauphin PA Sch Dist NTS REF Cusip No. 153300QE1 4.500% 02-01-27 $30,000.00 98.466 Cumberland Cnty PA Mun Auth Messiah College Cusip No. 23061NBV8 5.125% 10-01-15 $5,000.00 100.295 Dallas PA Sch Dist Cusip No. 235177LH3 4.250% 04-01-24 $10,000.00 93.831 Fiie Number 21 - 08 - 0575 26,584.20 28.526.26 6,960.00 29.563.00 10.892.00 39.331.56 29,539.80 5,014.75 9,383.10 6 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS "~"t"'" ~nsrRESioENCE y10B1 S rln 5/19/2008 Newvilgle, PA 17241d Garnet Vy PA Sch Dist Cusip No. 366268GK0 5.00% 02-15-21 $10,000.00 107.119 Jeannette PA Sch Dist REh SER C Cusip No. 472286GV9 4.70% 06-15-28 $20,000.00 100.498 Mars PA Area Sch Dist UnLTD Tax Cusip No. 571720GT2 5.00% 09-01-18 $20,000.00 100.853 North Penn Sch Dist SER-A Cusip No. 661517RL8 4.033% 03-01-20 $5,000.00 100.85 DECEDENTS SOG SEG NO. 183-12-4592 North Hills PA Sch Dist RFDG UnLTD Tax Cusip No. 659868JV6 4.75% 10-15-17 $5,000.00 101.134 Penn St Edu Facs Au HLTH Svcs Rev C Cusip No. 709172ER7 5.70% 11-15-10 $20,000.00 100.504 Pittsburgh PA Aud Auth Cusip No. 72478PAP1 5.00% 02-01-29 $20,000.00 101.884 Reading PA Sch Dist Cusip No. 755638SK0 4.625% 01-15-32 $20,000.00 98.231 Warwick Twp PA Gen Cusip No. 936692CK6 4.60% 11-15-24 $20,000.00 101.224 William Penn PA Sch Dist Cusip No. 969255GR3 4.30% 03-01-21 $20,000.00 101.351 Butler Co PA Hosp Au Cusip No. 366268GK0 5.250% 07-01-12 $15,000.00 100.316 File Number 21 - 08 - 0575 10.711.90 20,099.60 20,170.60 5,042.50 5,056.70 20,001.80 20.376.80 19,646.20 20,244.80 20,270.20 15,047.40 M&T Bank Checking Account No. 88409619 27,646.54 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS DATE OF DEATH LAST RESIDENCE 21O 5/19/2008 Nevl mermi Lynch Ready Assets Trust Morgan Stanley Deposit Account Refund from Highmark Refund from Carlisle Regional MC Refund from Kinetic Imaging Refund from Highmark Economic Stimulus Check Refund from HMA Physicians Mgm Refund from Presbyterian Homes File Number 21 - 08 - 0575 Spring Road DECeDENrs soc. sec. No. :, PA 17241 183-12-4592 2,464.00 23.197.65 186.18 121.58 9.51 35.94 600.00 11.58 959.23 Total Personal Property 2,535,247.37 8