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HomeMy WebLinkAbout03-15-11INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-09-0234 Melissa D Reed Personal Representative(s) of the Estate of Kathleen S Gurv 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 I'p7eal estate `~~' outside of the Commonwealth of Pennsylvania except that whic ppe rs in um at th end of this Inv~tC4~y I verify that the statements made in this Inven- ~ ~ 1 ~ ii l Y tory are true and correct. I understand that false state- ~ Melis a D Reed - - ~}' '~' -- ments herein are made subject to the penalties of ~ -~ ~;=; ~? ~-' 18 Pa.C.S. § 4904 relating to unsworn falsification to .- c_;. ~,-~~ .., _:, -n authorities. ,=; - - -~ Attorney -- (Name) (Firm) (Address) (Telephone) __' `c --~ . . G: _~ -T-. ,~-~ C'j George F Douglas, III Esq. (Supreme Court I.D. No.) 61886 Salzmann Hughes, P.C. 354 Alexander Spring Road, Suite 1, Carlisle, PA 17015 717-249-6333 DATE OF DEATH LAST RESIDENCE 630 Brenton Street DECEDENT'S SOC. SEC. NO. 02/18/2009 Shippensburq, PA 17257 203-10-5041 FIGURES MUST BE TOTALED Personal Prooerty 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 ........................ 57, 221.68 66, 375.04 318,723.29 442,320.01 318,389.80 760,709.81 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 RtN ~9 Rev. 10-13-2006 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-09-0234 DATE OF DEATH LAST RESIDENCE 630 Brenton Street DECEDENTS SOC. SEC. NO. 02/18/2009 Shippensburq, PA 17257 203-10-5041 ~b $50 American Express Traveler Check - No. 108110320 50.00 Embarq -refund 24.01 EMC Insurance -refund of unused premium due to cancellation of insurance 111.00 Highmark -refund of unused premium due to cancellation 279.30 MS<T Bank, Money Market Fund #420 -Held in Revocable Trust Account No. 1104237503 12,944.52 Pennsylvania National Mutual Casualty Insurance Company -refund of unused 275.00 premium due to cancellation of insurance Sovereign Bank, Checking Account No. 3531060651 41,210.08 The News-Chronicle Company -refund 55.65 Timmons Oil Inc. -refund of credit 980.12 United States Treasury - 2008, 1040 income tax refund 1,292.00 Total Cash 57,221.68 Personal Pronertr 1990 Pontiac-VIN 1G2WJ14T8LF203080 200.00 Household Goods - at net proceeds of public sale 1,889.25 Orrstown Financial Services, Inc. - dividend of record 2/13/2009, payable 2/25/2009 1,558.48 Penn National Insurance 1,926.50 (Attach additional sheets if necessary) Total Personal Property and Real Estate 760,709.81 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-09-0234 DATE Of DEATH LAST RESIDENCE 630 Brenton Street DECEDENTS SOC. SEC. NO. 02/18/2009 Shi ensbur , PA 17257 203-10-5041 Penn National Insurance -loss payment claim for door replacement 592.00 Tower Bancorp, Inc. -dividend of record 2/2/2009, payable 2/16/09 64.40 Zullinger-Brenzie Outdoor Design and Maintenance -funds on account 60,144.41 Total Personal Property 66,375.04 Stnr~c/I ictart Individual Stock Certificates on Hand 33,651.0000 shares Allied Irish Banks, p.l.c. -American Depositary Shares 7,084.0000 shares Orrstown Financial Services, Inc. -common 43.0000 shares Prudential Financial, Inc. -common; Account No. 0012 34926 230.0000 shares Tower Bancorp Inc. -common M&T Revocable Trust Account No. 1104237503 530.0000 shares AT~T Inc. -common 700.0000 shares Duke Energy Corp New -common 275.0000 shares Exxon Mobil Corp. -common 250.0000 shares Spectra Energy Corp. -common 42.2690 shares Vanguard Institutional Index FD 200.0000 shares Verizon Communications Inc. -common 400.0000 shares Wyeth -common 54.851.13 187,088.44 964.92 4,598.85 12,229.75 9,971.50 19,779.38 3,366.16 3,058.16 5,617.00 17,198.00 -2- REGISTER OF WILLS OF INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA couNTY of Cumberland } ss File Number 21-09-0234 DATE OF DEATH LAST RESIDENCE 630 Brenton Street DECEDENTS SOC. SEC. NO. 02/18/2009 Shippensburg. PA 17257 203-10-5041 Total Stocks/Listed 318,723.29 Real Estate situate at 16671 Mountain Green Road -Spring Run, PA at proceeds of sale Real Estate situate at 318 E. Burd Street, Shippensburg, PA -See HUD 1 attached Real Estate situate at 630 Brenton Street, Shippensburg, PA at fair market value (145,230 x 1.26) Real Estate situate on Amberson Road in Fannett Township, Franklin County, PA at fair market value (1080 x 9.62) - at proceeds of sale -See HUD-1 attached Total Real Estate 43,000.00 79,900.00 182,989.80 12,500.00 318,389.80 -3-