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HomeMy WebLinkAbout08-13-09 (2) REGISTER OF WILLS OF INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } Dale W. Grove File Number 21-08-1258 Personal Representative(s) of the Estate of Dorothy S. Smith 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 ester _ outside of the Commonwealth of Pennsylvania except that which appears in a memorandu at the end of thi~tventory. °~ ;: , C © ~, I verify that the statements made in this Inven- ~ } ~ ~ tory are true and correct. I understand that false state- Dale W. Grove -- ments herein are made subject to the penalties of , L.-m ~ ' ~._~_ _~ W 18 Pa.C.S. § 4904 relating to unsworn falsification to ;' authorities. ~ ,'~~ 'v -~ i __ ,_._ , r .. ~ , tit , Attorney -- (Name) John A. Goldstan, Esquire (Supreme Court l.D. No.) 23218 (Firm) Leisawitz Heller Abramowitch Phillips, P.C. (Address) 2755 Century Boulevard, Reading, PA 19610 (Telephone) 610-372-3500 DATE OF DEATH LAST RESIDENCE 484 Lucinda Lane DECEDENTS SOC. SEC. NO. 11/0912008 Mechanicsburg, PA 17055 199-07-1208 FIGURES MUST BE TOTALED Personal Property Cash ............................................................................................... 70,290.40 Personal Property ......................................................................... 5,200.00 StockslListed ................................................................................. 129,898.69 StockslClosely Held ...................................................................... Bonds ............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ......................................................................... Total Personal Property ......................................... 205,389.09 Total Real Property ................................................ 128,333.00 Total Personal and Real Property ......................... ~ 333,722.09 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. io-~s-zoos INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-08-1258 DATE OF DEATH LAST RESIDENCE 484 Lucinda Lane DECEDENTS SOC. SEC. ND. 11/09/2008 Mechanicsburg, PA 17055 199-07-1208 Cash Cash -Merrill Lynch Brokerage Acct. #872-56886 186.06 Chase -Credit card refund 10.00 Citizens Bank Checking Acct. #6400051280 55,294.29 Deposits clearing after death Citizens Bank Checking Acct. #6400051280 1,236.05 Hartford Life Insurance Company 6,000.00 Merrill Lynch Bank Deposit -.Merrill Lynch Brokerage Acct. #872-56886 7,564.00 Total Cash 70,290.40 Personal Property 2000 Chrysler automobile -Proceeds from sale 5,200.00 Total Personal Property 5,200.00 Stock /Listed 500.0000 shares ABN Amro Cap Fd Tr V -Merrill Lynch Brokerage Acct. #8'72-56886 6.250.00 500.0000 shares ABN. Amro Cap. Fund Tr VII -Merrill Lynch Brokerage Acct. #872-56886 6,225.00 500.0000 shares Aegon NV Pfd -Merrill Lynch Brokerage Acct. #872-56886 5,150.75 500.0000 shares BNY Capital V -Merrill Lynch Brokerage Acct. #872-56886 10,548.75 400.0000 shares Deutsche Bank Cap Fndg -Merrill Lynch Brokerage Acct. #872-56886 6,301.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 333,722.09 INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS COUNTY, PENNSYLVANIA COUNTY OF Cumberland } File Number 21-08-1;258 DATE OF DEATH LAST RESIDENCE 484 Lucinda Lane DECEDENTS SOC. SEC. ND. 11/0912008 Mechanicsburg, PA 17055 199-07-1208 200.0000 shares Enbridge Energy Partners -Merrill Lynch Brokerage Acct. #872-56886 6,692.00 400.0000 shares Federal National Mtg. Assoc -Merrill Lynch Brokerage Acct. #872-56886 1,043.00 500.0000 shares Financial Sec Assur Hld Senior Note Pfd 5.6% -Merrill Lynch Brokerage 2,722.50 Acct. #872-56886 300.0000 shares First Industrial Realty -Merrill Lynch Brokerage Acct. #872-56886 3,546.00 300.0000 shares Ford Motor Credit -Merrill Lynch Brokerage Acct. #872-56886 2,402.25 400.0000 shares General Electric Capital -Merrill Lynch Brokerage Acct. #872-56886 8,585.00 500.0000 shares ING Group NV -Merrill Lynch Brokerage Acct. #872-56886 6,378.75 400.0000 shares Morgan Stanley Cap Tr IV -Merrill Lynch Brokerage Acct. #872-56886 5,910.00 700.0000 shares Natl Rural Utility CFC Int Note -Merrill Lynch Brokerage Acct. 12,466.44 #872-56886 500.0000 shares PPL;Capital Funding Inc. Senior Note 6.85% -Merrill Lynch Brokerage 11,828.75 Acct. #872-56886 300.0000 shares PPLUS Series LMG Ser LD Class A Trust Cer Due 2/1/2030 -Merrill 2,880.75 Lynch Brokerage Acct. #872-56886 500.0000 shares PPLUS Tr Cert Class A Series GSG-2 5.750% Feb 15, 2033 -Merrill 7,313.75 Lynch Brokerage Acct. #872-56886 1,000.0000 shares Renaissancere Hldgs Ltd -Merrill Lynch Brokerage Acct. #872-56886 14,427.50 400.0000 shares Royal Bk Scotland Group -Merrill Lynch Brokerage Acct. #872-56886 4,019.00 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-08-1258 DATE OF DEATH LAST RESIDENCE 484 Lucinda Lane DECEDENT'S SOC. SEC. NO. 11/09/2008 Mechanicsburg, PA 17055 199-07-1208 500.0000 shares SLM Corp. -Merrill Lynch Brokerage Acct. #872-56886 5,207.50 Total Stock /Listed 129,898.69 Real Estate 1/3 interest in real estate located at 484 Lucinda Lane, Mechanicsburg, Cumberland County, Pennsylvania -See copy of Deed evidencing title to property attached. See copy of Appraisal attached. Total Real Estate 128,333.00 128,333.00 -3-