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Home My WebLink About02-20-09 (2)INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS Sandra L. Renninaer Personal Representative(s) of the Estate of situate anii all of thesreal estafesiri thetCornmor item of said inventory represents its fair value a outside of the Commnnwenxh ... oe...,-.....__:_ I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unswom falsification to authorities. Attorney -- (Name) (Firm) (Address) (Telephone) ~~ DATE OF DEATH 05/19/2008 Total Personal Property Total Personal and Real Property ........................... Total Real Property ................................................... CUMBERLAND File Number the COUNTY, PE[~IJNSYLVA~IA ~ o -_, -,~ t,i ~-~ W ra, 21-08-0604 ~' ~ T all date of ttie decedent's death and that D~ that which appears in a memorandum at Sandra L. Renning revs _, ~ J ~ •ets wherever ~ o~eale fate ch '. ~: __ ~,i ~.. Z_. ~~ i Neil E. Hendershot~~i~ S"cS--~~ ~' (Supreme Court I.D. No.) 23316 Goldberg Katzman, P.C. 320 PA 17108 LASTRESIDENCE 1115 South York Street Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED Personate pronertv Cash .............................................................. ...................................... Personal Property ............................................................................. Stocks/L Isted ..................................................................................... Stocks/Closely Held ......................................................................... Bonds ................... ........................ . ..................................................... Partnerships and Sole Proprietorships ........................................ Mortgages and Notes Receivable .................................................. All Other Property ............................................................................. DECEDENTS SOC. SEC. NO. 205-09-9289 291,879.17 9,660.00 1,732,864.70 760,003.22 2,794,407.09 575,000.00 NOTE: The Memorandum o! real estate outside the Commonwealm or Pennsylvania may, at Ma election of the personal represenfatise inclutle the value or each item, but such fgures shoultl not ba eMended into the total 01 the Inventory. (See 20 Pa. C.S. § 3301(b)) Form RW-09 Rav. f0-13-Ip06 INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS w i c ~r urarn 05/19/2008 Cash CUMBERLAND File Number LOST RESIDENCE 1115 South York Street Mechanicsburg, PA 17055 COUNTY, PENNSYLVANIA 21-08-0604 DECEDENTS SOC. SEC. NO. 205-09-9289 Capital Blue Cross -Refund of medical insurance premium 141.27 Cash in JMS -Cash in securities account held by Decedent at Janney 42,645.34 Montgomery Scott, Inc. Erie Insurance Group -Refund of automobile Insurance policy premium 378.00 M&T Bank CD -Principal balance In Certificate of Deposit No. 031003914561xxx titled in Decedent' sole name valu d 105,000.00 , e per letter from bank Accrued interest on above item through date of death 70.21 M&T Bank Checking Acct. -Principal balance in Checking Account No. 950280xxx titled in Decedent' sole nam l 20,801.48 e, va ued per letter from bank Accrued interest on above item through date of death 0.48 Met Life -Cash value of life insurance policy owned by Decedent on life of daughter, Sandra L. Renninger, liquidated with proceeds id 2,557.30 pa post-death to Estate, valued per Form 712 per insurer Northwestern Mutual -Balance in Access Fund Account No. 80200510099xxx owned by Decedent, valued per letter from issuer 107,570.40 Prudential Life Ins Co -Cash surrender value of Itfe insurance policy #M10403633 owned by Decedent on lif f 3,685.00 e o daughter, Sandra L. Renninger, valued per insurer's agent Wachovia Bank IRA -Individual Retirement Account No. 5300008xxx owed by 7,529.69 Decedent and paid post-death to the Estate, valued per renewal notice Waggoner, Fruitiger 8 Daub, CPAs -Refund of accounting fees 1,500.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 3,369,407.09 INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS ~ ur utn i n 05/19/2008 Personal Prooertv Total Cash COUNTY, PENNSYLVANIA 21-08-0604 DECEDENT'S SOC. SEC. NO. 205-09-9289 Chrysler Van - 2005 Chrysler Town & County van in good condition with 25K miles, valued per Kelly Blue Book (online) Total Personal Property Stock /Listed 1,140.0000 shares Alliant -Common stock, valued per EstateVal report 9,246.0000 shares Allied Irish Banks P L C - Spon Adr Ord, valued per EstateVal report 300.0000 shares American Electric Power Inc -Common stock, valued per EstateVal report Accrued dividend on above item through date of death 1,600.0000 shares Dominion Resources Inc Va New -Common stock, valued per EstateVal report 38,755.0480 units Eaton Vance Special Investment Trust • Utilities Fund CL A, valued per EstateVal report 5,486.3520 units Evergreen Equity Trust -Balanced Fund C, valued per EstateVal report 6,450.4300 units Evergreen Funds -Growth Fund CL C, valued per EstateVal report 4,000.0000 shares Exelon Corp -Common stock, valued per EstateVal report Accrued dividend on above item through date of death CUMBERLAND File Number LAST RESIDENCE 1115 South York Street INechanicsburg, PA 17055 291,879.17 9,660.00 9,660.00 42,858.30 398,733.75 13,017.00 123.00 73,856.00 560,010.44 51,461.98 75,857.06 343,340.00 2,000.00 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-08-0604 DATE OF DEATH LAST RESIDENCE 1715 South York Street 05/19/2008 DECEDENTS SOC. SEC. N0. Mechanieshurn an ~~nce ~~~ .. V9 9289 ~,..~...~000 shares 'repco hioidings Inc -Common stock, valued per EstateVal report 26,560.00 1,240.0000 shares PNC Financial Services Group Inc -Common stock, valued per EstateVal 84,332.40 report 4,000.0000 shares Rite Aid Corp -Common stock, valued per EstateVal report 9,580.00 2,002.0000 shares Van Kamp AMR Cap PA Value Municipal • Common stock, valued per 26,176.15 EstateVal report Accrued dividend on above item through date of death .123.12 900.0000 shares Wachovia Corp 2nd New -Common stock, valued per EstateVal report 24,835.50 Total Stock /Listed 1,732,884.70 Bond 745,675.3000 Columbia FDS SER TR I (Tax-exempt) -Mutual fund, valued per EstateVal report 99,249.38 3,007.0000 units Nuveen PA Premium Inc Mun Fund 2 -Bond fund, valued per EstateVal report 37,407.08 Accrued income on above item through date of death 148.85 100,000.0000 Nuveen Pertorm Plus Municipal Fund -Bond fund, valued per EstateVal report 13,540.00 Accrued income on above item through date of death 57.50 15,000.0000 Nuveen Tax Exempt UT TR INSD PA Ser 275 -Bond fund, valued per EstateVal 15,180.00 report Accrued income on above Item through date of death 42.00 -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS FileNUmber 21-08-0504 05/19/2008 LAST RESIDENCE 1115 South York Street DECEDENTS SOC. SEC. NO. Mechanicsburg PA 17055 205 09 9289 Nuveen Tax Exempt UT TR INSD PA Ser 52 -Bond fund, valued per EstateVal report 1,935.50 9,800.0000 Accrued income on above Item through date of death 13.72 55,300.0000 Nuveen Tax Free UT TR INSD PA Ser 187 -Bond fund, valued per EstateVal report 12,807.48 Accrued income on above item through date of death 66.36 20,000.0000 Nuveen Tax Free UT TR INSD PA Ser 253 -Bond fund, valued per EstateVal 12,192.00 report Accrued income on above item through date of death 34.00 1,500.0000 Nuveen Tax Free UT TR INSD PA Ser 264 -Bond fund, valued per EstateVal 14,826.45 report Accrued income on above item through date of death 55.65 Accrued income on above Item through date of death 22.20 200.0000 Nuveen Tax Free UT TR INSD PA Ser 265 -Bond fund, valued per EstateVal 20,270.00 report Accrued income on above item through date of death 62.00 15,000.0000 Nuveen Tax Free UT TR INSD PA Ser 268 -Bond fund, valued per EstateVal 13,776.00 report Accrued income on above item through date of death 39.00 15,000.0000 Nuveen Tax Free UT TR INSD PA Ser 270 -Common stock, valued per EstateVal 15,220.50 report -4- INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } ss GATE OF DEATH 05/19/2008 CUMBERLAND File Number LASTRESIOENCE 1115 South York Street _ Mechanicsburg PA 17055 Accrued Income on above item through date of death COUNTY, PENNSYLVANIA z1-os-osoa DECEDENTS SOG SEC. NO. 205-09-9289 15,000.0000 Nuveen Tax Free UT TR INSD PA Ser 274 -Bond fund, valued per EstateVal report Accrued Income on above item through date of death 15,000.0000 Nuveen Tax Free UT TR INSD PA Ser 276 -Bond fund, valued per EstateVal report Accrued income on above item through date of death 15,000.0000 Nuveen Tax Free UT TR INSD PA Ser 278 -Bond fund, valued per EstateVal report Accrued income on above item through date of death 1,500.0000 PA INSD MUNS INC TR - UT Series 260 -Bond fund, valued per EstateVal report Accrued income on above item through date of death Accrued income on above item through date of death 45.00 14,794.50 42.00 15,199.50 43.50 14,556.00 39.00 15,216.15 55.50 22.20 1,500.0000 PA INSD MUNS INC TR - UT Series 251 -Bond fund, valued per EstateVal report 15,253.80 Accrued income on above item through date of death Accrued income on above item through date of death 1,500.0000 PA INSD MUNS INC TR - UT Series 262 -Bond fund, valued per EstateVal report Accrued income on above item through date of death Accrued income on above Item through date of death 57.00 22.95 15,116.85 57.00 22.95 -5- INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-OS-0604 r i e ter utA rM 05/19/2008 1,500.0000 LAST RESIDENCE 1115 South York Street DECEDENTS SOC. SEC. NO. Mechanicsburg PA 17055 205-09-9289 PA iivSD MUivs INC TR - UT Series 265 -Bond fund, valued per EstateVal report 14,896.05 Accrued income on above Item through date of death 55.95 Accrued income on above Item through date of death 22 20 1,500.0000 PA INSD MUNS INC TR - UT Selves 266 -Bond fund, valued per EstateVal report 14,472.15 Accrued income on above Item through date of death 53.70 Accrued income on above item through date of death 21.45 1,500.0000 PA INSD MUNS INC TR - UT Series 257 -Bond fund, valued per EstateVal report 13,992.30 Accrued income on above item through date of death 51.30 Accrued income on above item through date of death 20.40 1,500.0000 PA INSD MUNS INC TR - UT Series 271 -Bond fund, valued per EstateVal report 14,526.00 Accrued income on above item through date of death 53.25 Accrued Income on above item through date of death 21.30 2,000.0000 PA INSD MUNS INCM TR - UT Series 280 -Bond fund, valued per EstateVal report 19,836.20 Accrued income on above item through date of death 74.60 Accrued income on above item through date of death 29.80 2,000.0000 PA INSD MUNS INCM TR - UT Series 282 -Bond fund, valued per EstateVal 19,499.20 report -6- INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS ~~n 05/19/2008 CUMBERLAND File Number LAST RESIDENCE 1115 South York Street Mechanicsburg PA 17055 Accrued income on above Item through date of death Accrued income on above Item through date of death COUNTY, PENNSYLVANIA 21-08-0604 DECEDENTS SOC. SEC. NO. 205-09-9289 1,500.0000 PA INSD MUNS INCM TR - UT Series 284 -Bond fund, valued per EstateVal report Accrued income on above item through date of death Accrued income on above item through date of death 1,500.0000 PA INSD MUNS INCM TR - UT Series 286 -Bond fund, valued per EstateVal report Accrued income on above item through date of death Accrued income on above item through date of death 2,000.0000 PA INSD MUNS INCM TR - UT Series 291 -Bond fund, valued per EstateVal report Accrued income on above item through date of death Accrued income on above item through date of death 2,000.0000 PA INSD MUNS INCM TR - UT Series 295 -Bond fund, valued per EstateVal report Accrued income on above Item through date of death Accrued Income on above item through date of death 2,000.0000 PA INSD MUNS INCM TR - UT Series 297 -Bond fund, valued per EstateVal report -7- 29.20 73.20 14,351.85 53.40 21.45 13,882.05 51.90 20.70 19,477.20 73.80 29.40 19,548.80 71.40 28.40 18,191.80 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 27-OS-0604 DATE OF DEATH LAST RESIDENCE 1115 South York Street DECEDENTS SOC. SEC. NO. 05/19/2008 Mechanicsburg PA 17055 205 09 9289 Accrued income on above Item through date of death 67.40 Accrued income on above item through date of death 27.00 1,000.0000 PA INSD MUNS INCM TR - UT Series 298 -Bond fund, valued per EstateVal 9,432.60 report Accrued income on above item through date of death 33.90 Accrued income on above item through date of death 13.60 2,000.0000 PA INSD MUNS INCM TR - UT Series 299 -Bond fund, valued per EstateVal 18,334.00 report Accrued income on above item through date of death 87.80 Accrued Income on above item through date of death 27.00 2,500.0000 PA INSD MUNS INCM TR - UT Series 304 -Bond fund, valued per EstateVal 23,359.75 report Accrued Income on above Item through date of death 87 25 Accrued income on above item through date of death 35.00 2,500.0000 PA INSD MUNS INCM TR - UT Series 306 -Bond fund, valued per EstateVal 23,082.50 report Accrued income on above item through date of death 35.00 Accrued income on above item through date of death 87 25 2,000.0000 PA INSD MUNS INCM TR - UT Series 307 -Bond fund, valued per EstateVal 18,361.20 report -$- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-08-0504 DATE OF DEATH LAST RESIDENCE 1115 South York Street 05/19/2008 DECEDENTS SOC. SEC. NO. Mechanicsburg PA 17055 205 09 9289 Accrued income on above item through date of death 27.40 Accrued income on above Item through date of death 68.40 2,500.0000 PA INSD MUNS INCM TR - UT Series 308 -Bond fund, valued per EstateVal 23,853.50 report Accrued income on above item through date of death 35.00 Accrued income on above item through date of death 87.50 2,500.0000 PA INSD MUNS INCM TR - UT Series 309 -Bond fund, valued per EstateVal 23,542.75 report Accrued income on above item through date of death 87 00 Accrued income on above item through date of death 35.00 2,500.0000 PA INSD MUNS INCM TR - UT Series 310 -Bond fund, valued per EstateVal 23,076.75 report Accrued income on above item through date of death 85.75 Accrued income on above item through date of death 34.25 2,000.0000 PA INSD MUNS INCM TR - UT Series 311 -Bond fund, valued per EstateVal 18,401.60 report Accrued income on above item through date of death 26.40 Accrued income on above item through date of death 68.40 2,000.0000 PA INSD MUNS INCM TR - UT Series 314 -Bond fund, valued per EstateVal 18,694.40 report -9- INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS n~~ 05/19/2008 CUMBERLAND File Number V+STRESIDENCE 1115 South York Street Mechanicsburg PA 17055 Accrued income on above item through date of death Accrued income on above Item through date of death COUNTY, PENNSYLVANIA 21-08.0604 DECEDENTS SOC. SEG NO. 205-09-9289 2,500.0000 PA INSD MUNS INCM TR - UT Series 315 -Bond fund, valued per EstateVal report Accrued income on above item through date of death Accrued income on above item through date of death 2,000.0000 PA INSD MUNS INCM TR - UT Series 89 -Bond fund, valued per EstateVal report Accrued income on above item through date of death Accrued income on above item through date of death 2,000.0000 PA INSD MUNS INCM TR - UT Series 95 -Bond fund, valued per EstateVal report Accrued Income on above Item through date of death Accrued income on above Item through date of death Total Bond Real Estate 28.00 70.00 22,927.00 34.00 85.50 1,900.00 42.20 8.00 2,646.40 57.20 11.60 760,003.22 Residence & Farm -Decedent's residence, outbuildings, and land located at 1115 South York Street, Mechanicsburg (Upper Allen Twp., Cumberland Co.), PA 17055, valued by RSR Appraisers in Reports Total Real Estate 575,000.00 575,000.00 -10- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Memorandum of Out-of-State Real Estate COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland File Number 21-OS-0604 PATE OF DEATH LAST RESIDENCE 1115 South York Street DECEDENTS SOC. SEC. NO. 05/19/2008 Mechanicsburg, PA 17055 205-09-9289 Condominium in Florida • Condominium known as Unit No. 909, located at 468 Boca Ciega Boulevard South, St. Petersburg, FL 33708, valued per appraisal report by Gehres & Associates, Appraisers 255,000.00 Total Out-of-State Real Estate 255,000.00