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HomeMy WebLinkAbout05-04-10 (3)Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Carolyn E. Bartlebaugh No. 21-09-0788 also known as Carolyn Bartlebaugh Date of Death 08/15/2009 Deceased Social Security No. 206-38-7671 Diane B. Stamy, Personal Representative(s) of the above Estate, deceased, verify 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 memorandum at the end of this Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Name of Marlin R. McCaleb Es Si nature: `, Attorney: q • 9 Q~-tP Diane B. Stamy I.D. No.: 06353 Signature: Address: 219 East Main Street Address: 1191 Baish Road Mechanicsburg, PA 17055 Telephone: 717/691- 7770 Mechanicsburg, PA 17050 Telephone: 717/258 - 3612 Dated: ~~~~ ~ d ~ l ~ Description (See continuation page(s) attached) Value rv o - 1 O am ~ ; }y . ; i r ,T ~ '_ ~ ~ 3 s _ t i ~~ © _ i-•? ~.,i (Attach additional sheets if necessary) ~ Total: 487 , 635.37 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. Prepared by the Pennsylvania Bar Association Cnnvriaht (cl 1996 form software only CPSvstems. I ne. Fem.... #R W-7 noo~~ INVENTORY Estate of: Date of Death: County: Carolyn E. Bartlebaugh 08/15/2009 Cumberland CASH: Cash and coins in Decedent's possession. Graystone Bank Cert. Dep. Acct. ~~3000093192, - principal balance as of D.O.D.: $43,352.64; interest accrued to D.O.D.: $4.43. Wachovia Bank Premium Savings Acct. ~~3014156978794, - principal balance as of D.O.D.: $1,178.67; interest accrued to D.O.D.: $0.04. Wachovia Bank Crown Classic Acct. ~p1014164557400, - principal balance as of D.O.D.: $18,113.18; interest accrued to D.O.D.: $0.60. Wachovia Bank High Performance NINI Acct . ~~1010084089900 , - principal balance as of D.O.D.: $34,697.11; interest accrued to D.O.D.: $4.75. Wachovia Bank High Performance MM Acct. ~~1010233439673, - principal balance as of D.O.D.: $57,486.59; interest accrued to D.O.D.: $25.20. 115.58 43,357.07 1,178.71 18,113.78 34,701.86 57,511.79 -1- Wachovia Bank Cert. Dep. 32,812.04 Acct. ~~24740211328981, - principal balance as of D.O.D.: $32,809.16; interest accrued to D.O.D.: $2.88. 187,790.83 PERSONAL PROPERTY: 1 oz. silver medallions, - 260.00 twenty (20) @ $13.00. 100-oz. silver ingot (.999), 1,375.00 1982 Mercedes Benz 3805E 5,000.00 automobile, - (VIN: WDBBA45A7CB016072). 1999 Mercedes Benz E320W4 12,000.00 automobile, - (VIN: WDBJF82HOXX027056). AAA Central Penn, - refund of 73.00 membership fee. AARP, - member refund. 18.34 Allstate Property & Casualty 158.49 Co., - refund of automobile insurance premium (1999 Mercedes Benz E320W4). Allstate Insurance Co., - 163.65 refund of automobile insurance premium (1982 Mercedes Benz 380SL). Chase Credit Card Services, - 219.76 refund of credit balance. Comcast, - credit balance 158.70 refund. -2- Household goods, contents, 4,515.00 furniture and furnishings. Steven P. Morra and Ann C. 630.71 Morra, his wife, - claim for 2009/2010 school district real estate tax pro-ration. Suburban Heating Oil Partners, 401.88 LLC, - refund of credit balance. U. S. Treasury, - 2009 federal 3,253.81 income tax refund. 28,228.34 BONDS: U. S. Savings Bonds, Series 24,616.20 EE, - fifty-seven (57) bonds, $500.00 denomination, issued between 07/1994, and 10/1998; one (1) bond, $50.00 denomination, issued 10/98. U. S. Savings Bonds, Series 55,000.00 HH, - all issued 04/1997; three (3) @ $5,000.00; four (4) @ $10,000.00. 79,616.20 REAL ESTATE/PA: --------------- -3- House and lot at 5030 Erbs 192,000.00 Bridge Road, - Hampden Township, Cumberland County, PA, acquired by Decedent by deed of Stanley E. and Dawn M. Gibble dated 12/30/2004, recorded in Deed Book Volume 266, Page 4742 (value based on sale to Steven P. Morra and Ann G. Morra, his wife, on 01/22/10). 192,000.00 TOTAL RECEIPTS OF PRINCIPAL ............... 487,635.37 -4-