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HomeMy WebLinkAbout03-05-09 (3)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 2008-00635 Meegan Muller Personal Representative(s) of the Estate of Melina M. Muller 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 memoygndum a~,the~ end of this inventory. verify that the statements made in this Inven- ~` ~ r Y~`' tory are true and correct. I understand that false state- ments herein are made subject to the penalties of ~ Meegan Ilex 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney - (Name) (Firm) (Address) (Telephone) Neil W. Yahn Esq. James, Smith, Dietterick 8~ Connelly, LLP 134 Sipe Avenue, Hummelstown, PA 17036 717/533-3280 rr, cli ~ ~ !,.* 1 -?~ i-j {~ 'i'1 A <~.,.j ,~ ~ ' Z '.w1 .__ ~...~ ~~ C~ (Supreme Coisr/.D. No.) 822~~ C"'S DATE OF DEATH LAST RESIDENCE 3 Creekside Lane DECEDENT'S SOC. SEC. NO. 06/05/2008 Camp Hill, PA 17011 172-34-4814 FIGURES MUST BE TOTALED Personal Prooert 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 ......................... 9,931.16 500.00 126,544.84 136,976.00 230,409.20 387,385.20 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 Rey. ~a~s-zoos INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 2008-00635 DATE OF DEATH LAST RESIDENCE 3 Creekside Lane DECEDENT'S SOC. SEC. N0. 06/05/2008 Camp Hill, PA 17011 172-34-4814 Cash Cash held in Smith Barney Account No. 277-007892-1-4-290 -valued per letter 7,092.77 Cash held in Smith Barney Account No. 277-007892-1-4-290, accrued interest - 0.15 valued per letter Coins found in safe deposit box -valued at face value 251.50 Sovereign Bank Checking Account No. 2331032742 -valued per letter dated 1,970.80 9/16108 United States Treasury -stimulus check 600.00 West Shore Tax Bureau - 2008 indvidual income tax refund 2.46 West Shore Tax Bureau - 2007 indvidual income tax refund 13.48 Total Cash 9,931.16 Personal Property Miscellaneous personal property -valued per Executrix 500.00 Stock /Listed Total Personal Property 500.00 330.0000 shares CISCO Sys Inc held in Smith Barney Account No. 277-007892-1-4-290 - 8,987.55 valued per public listing 27.0000 shares Citadel Broadcasting Corp held in Smith Barney Account No. 46.98 277-007892-1-4-290 -valued per public listing (Attach additional sheets if necessary) Total Personal Property and Real Estate 367,385.20 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } File Number 2008-00635 DATE OF DEATH LAST RESIDENCE 3 Creekside Lane DECEDENT'S SOC. SEC. N0. 06/05/2008 Camp Hill, PA 17011 172-34-4814 100.0000 shares Foundry Networks Inc held in Smith Barney Account No. 1,368.00 277-007892-1-4-290 -valued per public listing 38.6739 shares General Electric Co held in Smith Barney Account No. 1,191.16 277-007892-1-4-290 -valued per public listing Legg Mason Partners Government Securities Fund Class A held in Smith 5.16 Barney Account No. 277-007892-1-4-290 -accrued dividend 1,508.2650 shares Legg Mason Partners Government Securities Fund Class A held in 14,238.02 Smith Barney Account No. 277-007892-1-4-290 -valued per public listing 403.6771 shares MFS Multimarket Incm Tr SBI held in Smith Barney Account No. 2,353.44 277-007892-1-4-290 -valued per public listing 150.0000 shares Microsoft Corp held in Smith Barney Account No. 277-007892-1-4-290 - 4,192.50 valued per public listing 3,092.0000 shares Pennsylvania Commerce Bankcorp Inc -common shares -valued per 82,015.30 public listing 200.0502 shares Walt Disney Co held in Smith Barney Account No. 277-007892-1-4-290 - 6,882.73 valued per public listing 200.0000 shares Yahoo Inc held in Smith Barney Account No. 277-007892-1-4-290 - 5,264.00 valued per public listing Real Estate Total Stock /Listed 126,544.84 Real estate located at 3 Creekside Lane, Hampden Township, Cumberland 230,409.20 County, PA -valued per tax assement * common level ratio (188„860 * 1.22) -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } File Number 2008-00635 DATE OF DEATH LAST RESIDENCE 3 Creekside Lane DECEDENT'S SOC. SEC. NO. 06/05/2008 Camp Hill, PA 17011 172-34-4814 Total Real Estate 230,409.20 -3-