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HomeMy WebLinkAbout04-27-11 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland County } File Number 21-10-01015 Sara F Frailey _ Personal Representative(s) of the Estate of George D FreeStOne _ __ _ 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 iced opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent ow~~o real estate _ f ~::~ outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of t6.rs, ~rentory.. * ~ ~ ~ 1 -'> I veri~,y" that the statements made in this Inven- ~ _.~ -~ ' °' ~~ n "`-' ~~ tory are true and correct. I understand that false state- '~ ._-~-~` ~-~ ~.. ments herein are made subject to the penalties of Sara F Frailey ~' t~~' ~ `', - 18 Pa.C.S. § 4904 relating to unsworn falsification to = = = ~' - - ~:~ _~ authorities. - "' ~--~ = `- ` ,~ ;-,~ t- -;~ Attorney -- (Name) EDMUND G. MYERS (Supreme Court I.D. No.) 20558 (Firm) (Address) (Telephone) JOHNSON DUFFIE 301 MARKET STREET, Lemoyne, PA __ _ (717) 761-4540 DATE OF DEATH LAST RESIDENCE 824 Lisburn Road DECEDENT'S SOC. SEC. N0. 09/15/2010 Camp Hill, PA 17011 132-24-6713 FIGURES MUST BE TOTALED Personal Property Cash ............................................................................................... Personal Property ........................................................................ Stocks/Listed ................................................................................ Stocks/Closely Held ..................................................................... Bonds ............................................................................................ Partnerships and SOIe Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ........................................................................ Total Personal Property ........................................ Total Real Property ................................................ Total Personal and Real Property ........................ 753,559.30 182,852.55 8,332.34 944,744.19 C_ 944, 744.19 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 Rey. ~o-~s-loos INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland County } SS File Number 21-10-01015 DATE OF DEATH LAST RESIDENCE g24 Lisburn Road DECEDENT'S SOC. SEC. NO. 09/15/2010 Camp Hill, PA 17011 132-24-16713 Cash 2010 Federal Individual Income Tax Refund 2,000.00 2010 Pennsylvania Individual Income Tax Refund 46.00 BELCO Credit Union ~ Certificate of Deposit - A Copy of the Date of Death Letter is 10,398.69 attached to this Return for all BELCO Accounts Cash 90.00 Metro Bank ~ Time Deposit Account No. 120001683 - A Copy of the Date of Death Letter 10,563.95 is attached to this Return New York Life ~ Life Insurance Policy 18,632.54 PNC Bank ~ Certificate of Deposit Account No. 31200304992 - A Copy of the Date of 211,839.88 Death Letter for all PNC Accounts is attached to this Return PNC Bank ~ Certificate of Deposit Account No. 31600244990 54,001.00 PNC Bank ~ Certificate of Deposit Account No. 31800234376 10,522.07 PNC Bank ~ Certificate of Deposit Account No. 31900226039 30,707.11 PNC Bank ~ Interest Checking Account No. 51-4016-1554 111,335.68 PNC Investments ~ Account No. 78759923 - A copy of the Date of Death Value of this 53,636.23 Account is attached to this Return Prudential Financial Life Insurance Policy No. 19607239 10,000.00 Prudential Financial Life Insurance Policy No. 19607239 -Premium Adjustment 104.88 Refund from The Woods at Cedar Run 1,391.84 (Attach additional sheets if necessary) Total Personal Property and Real Estate 944,744.19 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland County } File Number 21-10-01015 DATE OF DEATH LAST RESIDENCE g24 Lisburn Road DECEDENT':i SC)C. SEC. N0. 09/15/2010 Camp Hill, PA 17011 132-24-6713 Sovereign Bank ~ 12 Month CD - A copy of the Date of Death Valuation Letter for all 5,455.98 Sovereign Accounts is attached to this Return Sovereign Bank ~ 18/23 Month CD 26,345.55 Sovereign Bank -- Premier Checking 457.15 Sovereign Bank ~ Premier Money Market 70,209.07 State Farm ~ Certificate of Deposit - A copy of the Death of Death valuation is attached 8,277.45 to this Return Capital Financial Brokerage Account ~ Federated Government Reserves Money Market 117,544.23 Account Total Cash 753,559.30 Stocks/Liste d Capital Financial Services ~ Brokerage Account No. N8T-006475 -Equities valued using EstateVal Valuation and is attached to this Return 300.0000 shares Air Products 8~ Chemicals Inc -Com 23,923.50 200.0000 shares Bard C R lnc -Com 15,429.00 200.0000 shares Clorox Co -Com 13,282.00 400.0000 shares Consolidated Edison Inc -Com 19,160.00 200.0000 shares Diebold Inc -Com 5,945.00 1,991.0820 shares Franklin Tax Free Trust - PA Tax Free Income A 20,923.05 200.0000 shares H 8~ R Block Inc -Com 2,548.00 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland County } SS File Number 21-10-01015 DATE OF DEATH LAST RESIDENCE 824 Lisburn Road DECEDENT'S SOC. SEC. NO. 09/15/2010 Camp Hill, PA 17011 132-24-Ei713 400.0000 shares Heinz H J Co -Com 18,699.00 600.0000 shares Nordstrom Inc -Com 20,916.00 400.0000 shares PPL Corp -Com 10,840.00 200.0000 shares Prudential Financial Inc -Com 10,961.00 400.0000 shares Talbots Inc -Com 4,580.00 200.0000 shares Thor Industries Inc -Com 5,128.00 200.0000 shares Wal Mart Stores Inc -Com 10,518.00 Total Stocks/Listed 182,852.55 Bank Amer Corp Sub Intnts BE Total Bonds 8,332.34 8,332.34 -3-