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Home My WebLink About09-24-10 (2)INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } Pamela J. Ayre Personal Representative(s) oftheEstate of James T. Ayre 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 reastate outside of the Commonwealth of Pennsylvania except that which a ears in a ,error mat the end o~is inventor - verify that the statements made in this Inven- ~h ' ~ ~., ~-,- ap C.~ `,~{~~ ~ , } <- ~ -. tory are true and correct. I understand that false state- Pa ela J. Ayre ;~ ~ ~ ~ -,Q ~- .? ments herein are made subject to the penalties of ~ ~ ~ ~ ~ f ~~ ~~_~ ~~ 18 Pa.C.S. § 4904 relating to unsworn falsification to ~:,~ ~ _- -- , authorities. ~ ; ~ ~ ~" ` ' '_ ~' .~"` - attorney -- (Name) John C. Herrold Esq. (Supreme Court I.D. No.) C~ 18014 (Firm) Griest, Himes, Herrold, Schaumann, Ferro LLP (Address) 129 East Market Street, York, PA 17401 (Telephone) 717-846-8856 CUMBERLAND COUNTY, PENNSYLVANIA FileNumber 21-10-0058 DATE OF DEATH LAST RESIDENCE 708 Belvedere Street DECEDENT'S SOC. SEC. NO. 01/01/2010 Carlisle, PA 17013 211-10-4321 Personal Pr FIGURES MUST BE TOTALED 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 ........................ 848,031.90 10,000.00 2, 304, 222.04 3,162, 253.94 187,500.00 3,349,753.94 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-~9 Rev. 10-13-2006 T_~ INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } CUMBERLAND COUNTY, PENNSYLVANIA FileNumber 21-10-0058 Pamela J. Ayre Personal Representative(s) oftheEstate of James T. Ayre 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 memorandum at the end of this inventory. verify that the statements made in this Inven- tory are true and correct. I understand that false state- Pamela J. Ayre ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. attorney -- (Name) John C. Herrold Esq. (Fim,) Griest, Himes, Herrold, Schaumann, Ferro LLP (Address) 129 East Market Street, York, PA 17401 (Telephone) 717-846-8856 (Supreme Court 1. D. No.) 18014 DATE OF DEATH LAST RESIDENCE 708 Belvedere Street DECEDENT'S SOC. SEC. NO. 01/01/2010 Carlisle, PA 17013 211-10-4321 Personal Pr FIGURES MUST BE TOTALED 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 ................................................ 848,031.90 10,000.00 2,304,222.04 3,162,253.94 187,500.00 Total Personal and Real Property ........................ 3,349,753.94 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 ~9 Rev. 10-13-2006 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS FileNumber 21-10-0058 DATE OF DEATH LAST RESIDENCE 708 Belvedere Street DECEDENT'S SOC. SEC. NO. 01/01/2010 Carlisle, PA 17013 211-10-4321 Barclays Bank Delaware $50,000 Certificate of Deposit - in MorganStanley acct. 49,749.48 Accrued income on above item through date of death 365.56 Branch Banking and Trust Co $50,000 Certificate of Deposit - in MorganStanley acct. 52,198.40 Accrued income on above item through date of death 693.75 Citibank NA - NV $50,000 Certificate of Deposit - in MorganStanley acct. 49,749.48 Accrued income on above item through date of death 365.56 Cmwlth of Pennsylvania - 2009 personal income tax refund 863.00 Comcast refund check 50.17 Crescent Bank & Trust LA $95,000 Certificate of Deposit - in MorganStanley acct. 97,766.78 Accrued income on above item through date of death 175.49 Keybank Nat'I Association - OH $50,000 Certificate of Deposit - in MorganStanley acct. 52,206.85 Accrued income on above item through date of death 118.75 Midfirst Bank - OK $100,000 Certificate of Deposit - in MorganStanley acct. 98.988.70 Accrued income on above item through date of death 588.19 MorganStanley SmithBarney bank deposit program 428,698.94 PSERS -final retirement benefit 50.96 Tax prorations per settlement sheet 2.129.84 (Attach additional sheets if necessary) Total Personal Property and Real Estate 3,349,753.94 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-10-0058 DATE OF DEATH LAST RESIDENCE 708 Belvedere Street DECEDENT'S SOC. SEC. NO. 01/01/2010 Carlisle, PA 17013 211-10-4321 United States Treasury - 2009 personal income tax refund 13,272.00 Total Cash 848,031.90 Personal Prop~~ Personal property 10,000.00 Total Personal Property 10,000.00 Stock /Listed 600.0000 shares Allete Inc 19,677.00 1,400.0000 shares Alliant Energy Corp 42,745.50 400.0000 shares Allstate Corp 12,137.00 1,600.0000 shares American Electric Power Co Inc 56,394.00 1,600.0000 shares Aqua America Inc 27,936.00 147.0000 shares Arvinmeritor Inc 1,685.72 5,296.0000 shares AT&T Inc 150,055.54 400.0000 shares Bank of New York Mellon Corp 11,249.00 400.0000 shares BP PLC Spons ADR 23,499.00 1.600.0000 shares Bristol Myers Squibb Co 41,292.00 1,400.0000 shares Centerpoint Energy Inc 20,429.50 109.0000 shares Centurytel Inc 3,987.49 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } FiieNumber 21-10-0058 DATE OF DEATH LAST RESIDENCE 708 Belvedere Street DECEDENT'S SOC. SEC. NO. 01/01/2010 Carlisle, PA 17013 211-10-4321 1,000.0000 shares CH Energy Group Inc 43,128.75 1,000.0000 shares Citigroup Inc 3,355.00 100.0000 shares Coca Cola Co 5,720.00 1,350.0000 shares Constellation Energy Group Inc 47,506.50 2,400.0000 shares Dominion Resources Inc VA New 94,062.00 1,000.0000 shares Dow Chemical Co 28,245.00 1,200.0000 shares DPL Inc 33,291.00 1,200.0000 shares DTE Energy Co 52,770.00 400.0000 shares Du Pont E I DE Nemours PFD 33,869.00 3,696.0000 shares Duke Energy Corp New 63,672.84 2,600.0000 shares Exelon Corp 127,653.50 1,456.0000 shares Exxon Mobil Corp 99.888.88 37.0000 shares Fairpoint Communications Inc 1.22 1,317.0000 shares Firstenergy Corp 61,737.67 1,200.0000 shares FPL Group Inc 63,973.80 1,200.0000 shares General Electric Co 18,378.00 200.0000 shares Genuine Parts Co 7,647.48 800.0000 shares Hewlett Packard Co 41,648.00 -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number COUNTY, PENNSYLVANIA 21-10-0058 DATE OF DEATH LAST RESIDENCE 708 Belvedere Street DECEDENT'S SOC. SEC. NO. 01/01/2010 Carlisle, PA 17013 211-10,4321 200.0000 shares Idacorp Inc 6.457.00 400.0000 shares JP Morgan Chase & Co 16,834.00 248.0000 shares Macys Inc 4,233.99 400.0000 shares Merck & Co Inc New 14,737.00 400.0000 shares Microsoft Corp 12,316.00 800.0000 shares Motors Liquidation Co 396.20 400.0000 shares Occidental Petroleum Corp-Del 32,950.00 2,832.0000 shares Pepco Holdings Inc 48,278.52 1,200.0000 shares Pfizer Inc 22,153.50 200.0000 shares PNC Financial Services Group 10,661.50 4,000.0000 shares PPL Corp 130,450.00 200.0000 shares PPL Elec Utils Corp PFD 15,774.00 2,000.0000 shares Progress Energy Inc 82.444.70 4,800.0000 shares Public Service Enterprise Group 160,512.00 800.0000 shares Rockwell Automation Inc 37,924.00 588.0000 shares Rockwell Collins Inc 32,922.12 1.200.0000 shares Scana Corp New 45.528.00 62.0000 shares Sears Holdings Corp 5.227.52 -4- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-10-0058 DATE OF DEATH LAST RESIDENCE 708 Belvedere Street DECEDENT'S SOC. SEC. NO. 01/01/2010 Carlisle, PA 17013 211-10-4321 2.600.0000 shares Southern Co 86,885.50 1,848.0000 shares Spectra Energy Corp 38,198.16 1,600.0000 shares Sprint Nextel Corp 6,020.00 200.0000 shares Sunoco Inc 5,315.00 800.0000 shares Susquehanna Bancshares Inc-PA 4,786.00 4,200.0000 shares UGI Corp New 102.648.00 2,000.0000 shares Verizon Communications 66.580.00 100.0000 shares Wal-Mart Stores Inc 5,403.25 238.0000 shares Wells Fargo & Co New 6,439.69 1,000.0000 shares Westar Energy Inc 21,917.50 2.000.0000 shares Xcel Energy Inc 42,592.50 Total Stock /Listed 2,304,222.04 Real property with improvements situate at 708 Belvedere Street, Carlisle Borough, 187,500.00 Cumberland Co., PA; deed reference Book J, Volume 23, page 172, Cumberland County records; per settlement sheet Total Real Estate 187,500.00 -5-