The URL can be used to link to this page

Home My WebLink About03-09-11 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS couNTY OF Cumberland Judith Scott McAllister Personal Representative(s) of the Estate of Betty Jane McAllister File Number n ~~~~ ~. o :_ ~_, . _ ., _ ; ?" r-- - 000NTY, P~~(LV~VIA' ~.:r ,- ' , t.~0~~ - .-} _ ~~ ~ --i .. r - 21-10-0667 _~' -~~ ~' ~ 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 dat f the dece ent's death, and that Dece ent wn real st to outside of the Commonwealth of Pennsylvania except th w 'chap i me orand m t t nd f i I nto I verify that the statements made in this Inven- tory are true and correct. I understand that false state- J dith Scott cAllister ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney - (Name) (Firm) (Address) (Telephone) Michael L. Bangs (Supreme Court I.D. No.) 41263 429 South 18th Street, Camp Hill, PA 17011 7171730-7310 DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane, Suite 3103 DECEDENTS SOC. SEC. N0. 06/11/2010 Mechanicsburg, PA 17055 162-22-6462 FIGURES MUST BE TOTALED Personal Property Cash ............................................................................................... Personal Property ........................................................................ StockslListed ................................................................................ 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 ........................ 722,955.30 154,421.46 88,053.04 965,429.80 965,429.80 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. 1o-13-2006 ~I 4 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane, Suite 3103 DECEDENTS SOC. SEC. NO. 06/11/2010 Mechanicsburg, PA 17055 162-22-6462 ~ ~ Fulton Bank - CD 022-0114214 7,014.76 Fulton Bank - CD 022-0114218 7,014.76 Fulton Bank - CD 022-0186528 684.14 Fulton Bank - CD 022-0186532 684.14 Fulton Bank - CD 022-0194365 14,632.05 Fulton Bank - CD 022-0233563 48,453.78 M8~T Bank -Checking Account (decedent owned this account jointly with her sister 38,370.91 Charlotte M. McCallister who predeceased the decedent on 4/3/01) MS<T Bank -Savings Account 38,167.92 M&T Bank - CD 31003914510572 (decedent owned this account jointly with her sister 16,563.14 Charlotte M. McAllister who precedeased the decedent on 4/3/01) M8~T Bank - CD 31003914510580 (decedent owned this account jointly with her sister 5,199.30 Charlotte M. McAllister who predeceased the decedent on 4/3/01) M8T Bank - CD 31003914513774 (decedent owned this account jointly with her sister 6,148.66 Charlotte M. McAllister who predeceased the decedent on 4/3/01) M8T Bank - CD 31003914513782 (decedent owned this account jointly with her sister 4,397.38 Charlotte M. McAllister who predeceased the decedent on 4/3/01) M&T Bank - CD 31003914516926 (decedent owned this account jointly with her sister 14,468.12 Charlotte M. McAllister who predecased the decedent on 4/3/01) M8~T Bank - CD 31003914516950 (decedent owned this account jointly with her sister 14,210.22 Charlotte M. McAllister who predeceased the decedent on 4/3/01) File Number 21-10-0667 (Attach additional sheets if necessary) Total Personal Property and Real Estate 965,429.80 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland File Number 21-10-0667 DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane, Suite 3103 DECEDENTS SOC. SEC. N0. 0611112010 Mechanicsbur PA 17055 162-22-6462 M8T Bank - CD 31003914529292 (decedent owned this account jointly with her sister 22,637.24 Charlotte M. McAllister who predeceased the decedent on 413/01) M&T Bank - CD 31003914558126 (decedent owned this account jointly with her sister 6,116.18 Charlotte M. McAllister who predeceased decedent on 4/3/01) M&T Bank - CD 31003914558134 (decedent owned this account jointly with her sister 6,116.18 Charlotte M. McAllister who predeceased the decedent on 4/3/01) M8~T Bank - CD 31003917681859 (decedent owned this account jointly with her sister 31,942.63 Charlotte M. McAllister who predeceased the decedent on 4/3/01) PNC Bank -Checking Account 746.17 PNC Bank - CD 31300235626 13,664.23 PNC Bank - CD 31500285041 16,062.58 PNC Bank - CD 31500156539 8,660.21 PNC Bank - CD 31200197702 12,853.22 PNC Bank - CD 31100278665 27,526.38 PNC Bank - CD 31100233005 13,269.15 PNC Bank - CD 31200156676 8,484.24 PSECU -Regular shares 6.10 PSECU - Moneyhandler 1.33 PSECU - CD No. 51 25,388.92 PSECU - CD 54 66,670.28 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland File Number 21-10-0667 DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane, Suite 3103 DECEDENTS SOC. SEC. NO. 06/1112010 Mechanicsbur PA 17055 162-22-6462 PSECU - CD 55 8,403.93 PSECU -Certificate of Deposit #50 27,850.57 PSECU -Certificate of Deposit #52 59,650.72 PSECU -Certificate of Deposit #53 7,767.33 PSECU -Regular Shares (Acct. 1162) 5.00 PSECU -Certificate of Deposit (24 mo.) Acct. 1162 54,275.61 PSECU -Regular Shares (Acct. 9102) 5.00 Refund from Bethany Village -Refund of purchase of independent apartment 86,247.00 Refund from Bethany Village - (refund of overpayment for Hospice care) 114.89 Refund from Bethany Village (overpayment) 1,371.00 Refund from Bon Appetit Magazine 5.00 Refund from Smithsonian Magazine 8.49 Refund from Special Event EMS 75.00 Refund from Vogue Magazine 14.00 State Employees Retirement System -Final pension payment 1,007.44 Total Cash 722,955.30 Stock /Listed 156.0000 shares Alcatel Lucent -156 book shares; mean value 411.84 -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA SS } COUNTY OF Cumberland File Number 21-10-0667 DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane, Suite 3103 DECEDENTS SOC. SEC. N0. 06/11/2010 Mechanicsbur PA 17055 162-22-6462 731.5756 shares ATBT Inc. - 731.575569 book shares (account 00009208356); mean value 18,421.07 55.7997 shares ATST Inc. - 55.799655 book shares (Account No. C2004984369); mean value 1,405.04 531.5482 shares AT8~T Inc. - 531.548157 book shares (Account No. C3004376764); mean value 13,384.38 121.0000 shares Comcast Corp - 29 certificate shares; 92 book shares; mean value 2,173.16 15.0000 shares General Motors Corporation -15 certificate shares; mean value 7.35 9.0000 shares General Motors Corporation - 9 certificate shares; mean value 4.41 6.0000 shares General Motors Corporation - 6 certificate shares; mean value 2.94 30.0000 shares General Motors Corporation - 30 book shares; mean value 14.70 491.5543 shares Occidental Petroleum Corp. - 203 certificate shares; 288.5543 book shares; 41,133.26 mean value 112.0000 shares Qwest Communications International, Inc. -112 book shares; mean value 590.24 2,338.5800 shares T. Rowe Price -Growth Stock Account No. 2244879-2 63,227.85 359.2860 shares T. Rowe Price - GNMA Account 1018411503-4 3,574.90 356.0934 shares Verizon Communications, Inc. - 28 certificate shares; 330.0934 book shares; 10,070.32 mean value Total Stock I Listed 154,421.46 Savings Bonds - 6 Series E 2,738.16 Savings Bonds - 8 Series I ($100 denomination) 968.88 -4- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland File Number 21-10-0667 DATE OF DEATH LAST RESIDENCE 5225 Wilson Lane, Suite 3103 DECEDENTS SOC. SEC. N0. 06/1112010 Mechanicsbur PA 17055 162-22-6462 Savings Bonds -10 Series I ($500 denomination) 6,208.00 Savings Bonds - 2 Series I ($5000 denomination) 13,638.00 Savings Bonds -1 Series HH ($500 denomination) 500.00 Savings Bonds - 4 Series HH ($1000 denomination) 4,000.00 Savings Bonds -12 Series HH ($5000 denomination) 60,000.00 Total Bond 88,053.04 -5-