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Home My WebLink About09-16-09 (4)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } Diane Lynn Steenstra File Number 21-09-0268 Personal Representative(s) of the Estate of Edmund W. Youngsman 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 saki 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 me ~ ora dum at th end of this inventory. I verify that the statements made in this Inven- ~ ~~; i rYIJ'~L ~~~~ tory are true and correct. I understand that false state- ments herein are made subject to the penalties of ~ Diane Lynn S tra 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) (Firm) (Address) (Telephone) Gary L. James Esq. James, Smith, Dietterick 8~ Connelly, LLP 134 Sipe Avenue, Hummelstown, PA 17036 7171533-3280 (Supreme Court I.D. No.) 27752 DATE OF DEATH 02/26/2009 LAST RESIDENCE g07 Gingko Grove Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED Personal Progert 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 ......................... DECEDENTS SOC. SEC. NO. 153-22-8440 94,429.28 8,050.00 235,'rF6-7.00 C7 0 -,., ~, .- 0 ~o ,.; -~, r,-~ `,,; -, c ,-: --r-~ ~ --~ ~ 337,66.28 ' '? ~`:, 337,646.28:.. 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. ~o-is-zoos REGISTER OF WILLS OF INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-09-0268 DATE OF DEATH LAST RESIDENCE g07 Gingko Grove DECEDENTS SOC. SEC. NO. 02/26/2009 Mechanicsburg, PA 17055 153-22-8440 Cash Citizens Bank Checking Account # 6213463651 -valued per letter dated April 14, 2009 Citizens Bank Savings Account Number 6248117816 -valued per letter dated April 14, 2009 Accrued interest on above item through date of death Commerce Bank Checking Account Number 513127027 -valued per letter dated April 7, 2009 Accrued interest on above item through date of death Commerce Bank Savings Account # 616177963 -valued per letter dated April 17, 2009 Accrued interest on above item through date of death ING Direct Orange Savings Account Number 60931201 -valued per letter dated March 19, 2009 ING Orange Savings Account Number 116771797 -valued per letter dated April 29, 2009 Messiah Village -refund of acquisition fee PA Department of Revenue - 2008 personal income tax refund U.S. Treasury - 2008 personal income tax refund Total Cash -1,010.65 3,547.21 0.38 15,335.46 0.19 4,456.67 0.79 6,586.08 1,000.35 60,410.80 985.00 3,117.00 94,429.28 (Attach additional sheets if necessary) Total Personal Property and Real Estate 337,646.28 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-09-0268 DATE OF DEATH LAST RESIDENCE g07 Gingko Grove DECEDENTS SOC. SEC. NO. 02/26/2009 Mechanicsburg, PA 17055 153-22-8440 Personal Property 2004 Buick LeSabre -valued per Kelley Blue Book fair condition 6,550.00 Personal Property 1,500.00 Total Personal Property 8,050.00 Stock /Listed 118.6010 shares T Rowe Price Blue Chip Growth Fund -held in the T Rowe Price 2,525.02 Account number 670191131-1; valued per public listing 627.7130 shares T Rowe Price Dividend Growth Fund -held in the T Rowe Price Account 8,982.57 number 670191131-1; valued per public listing 1,982.9000 shares T Rowe Price Equity Income Fund -held in the T Rowe Price Account 26,927.78 number 670191131-1; valued per public listing 569.1790 shares T Rowe Price Health Sciences Fund -held in the T Rowe Price Account 10,598.11 number 670191131-1; valued per public listing 1,186.8490 shares T Rowe Price Mid-Cap Growth Fund -held in the T Rowe Price Account 35,071.39 number 670191131-1; valued per public listing 1,679.7650 shares Vanguard Equity Income Fund -held in the Vanguard Account number 21,467.40 9900231747; valued per letter dated July 8, 2009 and public listing 1,341.5700 shares Vanguard Life Strategy Growth Fund -held in the Vanguard Account 18,231.94 number 9900231747; valued per letter dated July 8, 2009 and public listing 886.1370 shares Vanguard Life Strategy Moderate Growth Fund -held in the Vanguard 11,776.76 Account number 9900231747; valued per letter dated July 8, 2009 and public listing -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-09-0268 DATE OF DEATH LAST RESIDENCE 907 Gingko Grove DECEDENTS SOC. SEC. NO. 02/26/2009 Mechanicsburg, PA 17055 153-22-8440 1,836.0580 shares Vanguard Wellesley Income Fund -held in the Vanguard Account 30,864.13 number 9900231747; valued per letter dated July 8, 2009 and public listing 687.6480 shares Vanguard Wellington Fund -held in the Vanguard Account number 9900231747; valued per letter dated July 8, 2009 and public listing 1,929.3610 shares Vanguard Windsor II Fund -held in the Vanguard Account number 9900231747; valued per letter dated July 8, 2009 and public listing Total Stock /Listed 15,066.37 53,655.53 235,167.00 -3-