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Home My WebLink About08-03-09 (3)INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } Dean W. Ellerman Jr. and Linda S. Spe Pnrennal Reoresentative(sl of the Estate of DE deceased, depose(s) and say(s),that the items a situate and all of the real estatte m the Commonv item of said inventory represents its fair value as outside of the Commonwealth of Pennsylvania e CUMBERLAND I verify that the statements made in this Inven- tory are true and corcect. I understand that false state- ments herein are made subject to the penaRies of 1S Pa.C.S. § 4904 relating to unswom falsification to authorities. COUNTY, PI~I~SYLV~JIA , ;- ~~ a my c _ r=: ..:-~ c'r;~ ~ m 1 ~:. .. 1 ~, ~ T 1 r-r 1....7 ` File Number 2008-01184 ~~1-T ~ ~.,._, i....D -- -„ the following inventory include all of the personal assets wherever nnsylvania of said Decedent, that the valuation placed opposite each of the decedent's death, and that Deced nt owned no eat estate rhich ears in a m~ randum at t d of this inv ory. Dean W. EIIBrman Jr. , n / Linda S. Spease Attorney -- (Name) James D. Hughes Esq. (Supreme Court I.D. No.) 58884 (Firm) SALZMANN HUGHES PC (Address) 354 Alexander Spring Road, Suite 1, Carlisle, PA 17015 _. (Telephone) 717-249-6333 -_ _. DATE OF DEATH LAST RESIDENCE 2g Donegal Drive 11/1412008 Carlisle, PA 17013 utce~cn ~ > ~,.,,. ~~,,. ,..,. 201-16-2247 FIGURES MUST BE TOTALED Personal Prooertv Cash ............................................................................................... 99,870.17 Personal Property ......................................................................... 20,751.60 StockslListed ................................................................................. 265,909.59 StockslClosely Held ...................................................................... Bonds ............................................................................................. 100,790.60 Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ......................................................................... Total Personal Property ......................................... 487,321.96 Total Real Property ................................................ 470,000.00 Total Personal and Real Property ......................... ~;~ Y3 ' NOTE: 7ne Memorandum of real estate outside me Commonwealth of PennsNvania may, at the election of the personal representative include the value of each item, but auto figures should not be eMended into the total o/the Inventory. (See 20 Pa. C.S. § 3301(b)) Form rzw Og Rev 1413-2006 \\\ REGISTER OF WILLS OF INVENTORY CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS COUNTY, PENNSYLVANIA COUNTY OF Cumberland } File Number 2008-01184 DATE OF DEATH LAST RESIDENCE 26 Donegal Drive DECEDENTS SOC. SEC. NO. 11114/2008 Carlisle, PA 17013 207-16-2247 Cash A.G.I.A. Inc. -check Adams Electric Coop -refund Capital Blue Cross -refund of unused premium Checking Account # 2891031393 -Sovereign Bank, Carlisle, PA Accrued Interest on above item through date of death Edward Jones, Money Market Account No. 377-07454-1-6 Money Market Account No. 2891023608 - Sovereign Bank, Carlisle, PA Accrued interest on above item through date of death USAA Money Market Account No. 11631462 Total Cash Personal Prooe 1991 Chrysler New Yorker Salon Sedan 2004 GMC Sierra Truck -VIN 2GTEK19T641271772 Coins and stamps - in safe deposit box at appraisal Household Goods taken in kind - 1l2 interest Total Personal Property 20,751.60 8.25 19.05 216.30 2,055.99 0.15 33,263.30 9,928.87 5.69 54,372.57 99,870.17 750.00 9,445.00 4,901.60 5,655.00 (Attach additional sheets if necessary) Total PBreOnai Property and Real Estate 857,321.96 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 2008-01184 GATE OF DEATH LAST RESIDENCE 26 Donegal Drive DECEDENTS SOC. SEC. NO. 1111412008 Carlisle, PA 17013 201-16-2247 Stock /Listed Edward Jones -Investment Account No. 377-07454-1-6 -Stock 661.0000 shares ACNB Corp -ACNB 8,427.75 25.0000 shares Breakwater Resource - BWLRF 2.00 100.0000 shares ConocoPhilllps -COP 4,739.00 208.8231 shares D R Horton, Inc. - DHI 1,209.09 100.0000 shares Dow Chemical Co. -DOW 2,115.00 100.0000 shares Duke Energy Corp. - DUK 1,554.00 681.2199 shares Duke Realty Corp. - DRE 6,614.65 223.0730 shares Emerson Electric Co. - EMR 7,450.64 1.0000 share Fairpoint Communications - FRP 2.66 3.0000 shares Five Star Quality Care - FVE 3.03 275.0000 shares Fulton Financial Corp. - FULT 2,857.25 2.0000 shares HKN Inc. -HKN 9.32 300.0000 shares HRPT Properties - TRSB; HRP 804.00 671.6744 shares KIMCO Realty Corp. -KIM 11,586.38 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } sS File Number COUNTY, PENNSYLVANIA 2008-01184 DATE OF DEATH 41ST RESIDENCE y6 Donegal Drive DECEDENTS SOC. SEC, NO. 11N4/2008 Carlisle, PA 17013 201-16-2247 587.2794 shares MDU Resources Group -MDU 11,081.96 63.7574 shares Medtronic Inc. -MDT 2,387.71 100.0000 shares Oshkosh Corp. - OSK 577.00 245.1204 shares Pfizer Inc. - PFE 3,890.56 100.0000 shares PPG Industries Inc. -PPG 4,538.00 100.0000 shares Rite Aid Corp. - RAD 35.00 21.0000 shares Ship Finance International - SFL 264.60 50.0000 shares Spectra Energy Corp. - SE 836.50 100.0000 shares Sunoco Inc. -SUN 3,797.00 100.0000 shares Verizon Communications - V2 3,000.00 100.0000 shares Wachovia Corp. - WB 549.00 EdwaM Jones -Investment Account No. 377-07454-1-6 -Mutual Funds 1,367.9060 shares Oppenheimer Global Opportunities, CL A 24,403.44 392.3830 shares Van Kampen Capital Growth Fund - ACPAX 2,636.81 885.4310 shares Van Kampen Comstock - ACSTX 9,252.75 468.8080 shares Van Kampen Growth and Income Fund - ACGIX 6,426.97 -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cum berland } SS File Number 2008-01184 DATE OF DEATH LAST RESIDENCE 26 Donegal Drive DECEDENTS SOC. SEC. N0. 11/1412008 Carlisle, PA 17.013 201-16-2247 Non Brokerage Account Securities 1,000.0000 shares Champions Biotechnology, Inc. -formerly Champions Sports, Inc.; 425.00 CSBR 341.5713 shares Duke Energy -reinvestment Account No. 420824; DUK 5,393.41 1,685.0000 shares M8T Bank - MTB 112,684.38 133.0000 shares Spectra Energy - SE 2,259.67 USAA -Brokerage Account No. 11631462 -Mutual Funds 300.0000 shares John Hancock Bank & Thrift Opp. Fund - BTO 20.10 100.0000 shares Market Vectors ETF Trust Coal - KOL 1,456.00 USAA -Brokerage Account No. 11631462 -Stocks 200.0000 shares Alcoa Inc. - AA 2,168.00 100.0000 shares Arlington Tankers LTD - ATB 977.00 100.0000 shares Carlisle COS Inc. - CSL 1,999.00 100.0000 shares Cemex S.A.B. DE C.V. - CX 514.00 100.0000 shares Companhia Vale Do Rio Doce -RIO 1,147.00 300.0000 shares Felcor Lodging Trust Inc. - FCH 459.00 100.0000 shares Frontier Oil Corp. - FTO 1,234.00 -4- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland ) File Number 2008-01184 DATE OF DEATN LAST RESIDENCE 26 Donegal Drive DECEDENTS SOC. SEC. NO. 11114/2008 Carlisle, PA 17013 201-16-2247 100.0000 shares Headwaters Inc. - HW 679.00 200.0000 shares Royal Caribbean Cruises LTD - RCL 2,084.00 4.100.4000 shares Sovereign Bancorp Inc. - SOV 9.799.86 50.0000 shares Suncor Inc. - SU 944.00 100.0000 shares Tyson Foods Inc. - TSN 490.00 200.0000 shares Veresun Energy Corp. - VSUNG 14.00 Total Stock /Listed 265.909.59 Bond Edward Jones -Investment Account No. 377-07454-1-8 Bonds 10.000.0000 PA State Turnpike Commission -Due 7H5/2041; rate 5% Accrued interest on above item through date of death 40,000.0000 Pittsburgh & Allegheny -Due 211/2031; rate 5.25% Accrued interest on above item through date of death Edward Jones -Investment Account No. 377-07454-1-6 Corporate Bond 410.0000 shares GE Capital Corp. -Due 3I15I2032; rate 6.75% Accrued dividend on above item through date of death Edward Jones -Investment Account No. 377-07454-1-6 Federal Agency Bonds 10,836.00 167.12 39,788.00 609.86 35.731.50 601.32 -5- " ~ ~ INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 2008-01184 GATE OF DEATH LAST RESIDENCE 26 Donegal Drive DECEDENTS SOC. SEC. NO. 11114/2008 Carlisle, PA 17013 201-16-2247 90.0000 shares Federal HM Loan Mortgage -Due 411512031; rate 6.375% 8,000.00 Accrued dividend on above item through date of death 47.16 4,000.0000 Western Mortgage Financial -due 8126/2020; rate 6.36% 3,986.40 Accrued interest on above item through date of death 13.24 Total Bond 100,780.60 Real Estate Real Estate situate at 20 Meeting House Road -Carlisle, Cumberland County, PA -see appraisal attached Real Estate situate at Elk HIII Road - Newrville, Cumberland County, PA -see appraisal attached Real Estate situate at Grahams Woods Road - Newville, Cumberland County, PA -see appraisal attached Total Real Estate 200,000.00 100,000.00 170,000.00 470,000.00 -6-