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HomeMy WebLinkAbout02-17-11 (3)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA ~ SS COUNTY OF Cumberland } File Number 21-10-0666 James D Hughes Personal Representative(s) of the Estate of Elisabeth D. Myers 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 D edent, that the valuation placed opposite each item of said inventory represents its fair value as of the date a dece a h, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except th which ap emorandum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false stat J ughes ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification t _. authorities. ~ '- -~, Attorney -- (Name) (Firm) (Address) (Telephone) ~~ © __.., ,ter, ,"> A _ --~ ., . r -- __ , George F Douglas, III Esq. (Supreme .~No.) _ 61$86 :=? Salzmann Hu hes P.C. ~ ~~-~-`~' '-~ - ~.'.~ 9 ~ ,-~ ~ - 354 Alexander Spring Road, Suite 1, Carlisle, PA ~-~,---I -W ~;~ 717-249-6333 -~~'~-~'~ -- tt'' DATE OF DEATH I LAST RESIDENCE 117 Ege Drive DECEDENTS SOC. SEC. N0. 06/11/2010 Carlisle, PA 17015 579-20-7698 FIGURES MUST BE TOTALED Personal Property 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 ........................ 120,590:42 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. ~o-~3-zoos 120,590.42 41,937.03 5,366.25 63,132.63 10,154.51 REGIST`R OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-10-0666 DATE OF DEATH LAST RESIDENCE 117 Ege Drive DECEDENT'S SOC. SEC. N0. 06/11/2010 Carlisle, PA 17015 579-20-7698 Cash AAA Central Penn -Membership refund 18.75 HARP -Membership refund 31.00 BlackRock Corp. HY Fund -dividend declared to shareholders of record prior to death 163.19 and paid after death Cash on hand 194.61 Diakon Lutheran Social Ministries -refund 20.24 Erie Insurance Group -refund of unused homeowners insurance premium 178.00 Erie Insurance Group -refund of unused Personal Catastrophe insurance premium 80.00 Erie Insurance Group -refund of unused automobile insurance premium due to 51.00 cancellation First Energy -refund 27.54 Kaiser Permanente -refund 96.40 Merrill Lynch Deposit Account 872-55489 26,256.48 Orrstown Bank, Checking Account No. 106000580 14,634.34 Accrued interest on above item through date of death 0.44 The Patriot-News -cancellation refund 145.00 Time Inc. Shared Services -cancellation of People magazine 10.95 TV Guide -refund 29.09 (Attach additional sheets if necessary) Total Personal Property and Real Estate 120,590.42 ! ~ 't ., ,e.~ . v ~ ..:w .. REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-10-0666 DATE OF DEATH LAST RESIDENCE 117 Ege Drive DECEDENT'S SOC. SEC. NO. 06/11/2010 Carlisle, PA 17015 579-20-7698 Total Cash 41,937.03 Personal Pronertr 1995 Cutlass Ciera -VIN 1G3AJ55MXS6367143 Household Goods -Bequeathed as per Item THREE of the Will, Dining Roorn Table with Buffet - $250.00, 2 Leather Chairs - $50.00 Household Goods at net proceeds of sale Household Goods taken in kind Jewelry -Bequeathed as per Item FOUR of the Will Total Personal Property Merrill Lynch Account No. 872-55489 -Mutual Fund 3,199.7788 640.4680 999.7560 331.0000 473.0000 shares BlackRock Corp. HY Fund shares MSF Total Return Fund Class B shares PIMCO Total Return Fund Class A Merrill Lynch Account No. 872-55289 -Stock shares AT&T Inc. shares Verizon Communications Total Stock /Listed 2,650.00 300.00 1,348.25 668.00 400.00 5,366.25 21, 358.52 8,345.30 11,197.27 8,422.30 13,809.24 63,132.63 -2- REGIS 'ER OF WILLS OF a 1 .. :,. Y iil i w.. CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-10-0666 DATE OF DEATH LAST RESIDENCE 117 Ege Drive DECEDENT'S SOC. SEC. NO. 06/11/2010 Carlisle, PA 17015 579-20-7698 Merrill Lynch Account No. 872-55489 -Corporate Bond 10,000.0000 John Deere Capital Corp -Series Note 2; 3.75%; issued 4/22/2009; due 10!15/2010 Accrued interest on above item through date of death Total Bond 10, 084.72 69.79 10,154.51 -3-