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Home My WebLink About04-27-11 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 - 10 - 00531 Joan L. Stoufer Personal Representative(s) of the Estate of Summers, Lois J -_- deceased, depose(s) and say(s) that the items appearing in the followin invento g ry 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. - g I verify that the statements made in this Inven- tory are true and correct. I understand that false state- } - ~M ~ T ~ ~ :~~~~~~ J ~ ~~ 1.-- ~-~-~~~- -~ ~ ments herein are made subject to the penalties of ~ n L. Stoufer 18 Pa.C.S. § 4904 relating to unsworn falsification to } a authorities. Attorney -- (Name) Shelly J Kunkel (Supreme Court I.D. No.) 64485 (Firm) Wion, Zulli & Seibert (Address) 109 Locust Street Harrisburg, Pa 17101 (Telephone) 717/236-9301 DATE OF DEATH LAST RESIDENCE 522 Terrace Drive 5/12/2010 New Cumberland, PA 17070 FIGURES MUST BE TOTALED DECEDENT'S 50C;. SEC. NO. 162-22-5'792 Personal Property r? ~-- ~_ -> Invest Financial Corporation -~ `_' [~J c/o Rowley Financial ~ ~ ~~~ =~ ~-r 600 J Eden Road, Suite 4 , f` Lancaster, PA 17601 ;__ `_~ - _~ ._„~ See individual investment account values on Rowley Financial correspondence ~ -- attached hereto as Exhibit B for additional details: ;, ~ =` 25,000.000 units FNMA 6% Bond; CUSIP # 3135A06X2 25,000.000 units FNMA 6.25% Bond; CUSIP # 3135AOZF9 -~^' ? ~...; - ... <_ . ~-' 25,042.75 24,993.75 (Attach additional sheets if necessary) Total Personal Property and Real Estate $699,044.06 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENN,'SYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS } File Number 21 - 10 - 00531 DATE OF DEATH LAST RESIDENCE 5/12/2010 522 Terrace Drive DECEDENT':i SOC. SEC. NO. New Cumberland, PA 17070 162-22-;5792 12,000.000 units GE Capital Corporate Internote 5.375% Bond; CUSIP # 36966RZ41 300 Shares Wells Fargo CAP XII Enh Tr Preferred stock; Ticker Symbol BWF 25.000 shares ADT 384 -Advanced Corporate Tr Strat Series 3 Tax Exempt unit investment trust; CUSIP # 00767X67 850.000 shares ADT 389 -Covered Call & Inc Strat Closed End Serios 8 unit investment trust; CUSIP # 00768A141 9.000 shares ADT 426 - Navellier/Dial High Inc Opp Series 5 unit investment trust; CUSIP# 007686602 702.000 shares ADT 429 -Preferred Income Port Series 6 unit investment trust; CUSIP # 007686776 30.647 shares ADT 429 -Preferred Income Port Series 6 ;CUSIP # 007686776; Dividend Reinvestment Personal Loan -Balance owed to decedent by Marie Fetrow for personal loan made without promissory note. Note also, offset of specific cash legacy distribution to Marie Fetrow set forth in Schedule J in full satisfaction of this debt. M&T Bank 499 Mitchell Road Millsboro, DE 19966 Checking Account # 80269958 Valuation per M&T Bank correspondence attached hereto as Exhibit E 12,120.00 7,785.00 26,325.00 9,596.50 9,242.10 7,083.18 309.23 300.00 4,963.11 2 REGISTER OF WILLS OF INVENTORY (continued) CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS File Number 21 - 10 - 00531 __ DATE OF DEATH LAST RESIDENCE 5/12/2010 522 Terrace Drive DECEDENT'S SOC. SEC. N0. New Cumberland, PA 17070 162-22-:5792 M&T Bank 499 Mitchell Road Millsboro, DE 19966 Checking Account # 80269958 Accrued interest through date of death Valuation per M&T Bank correspondence attached hereto as Exhibit E M&T Bank 499 Mitchell Road Millsboro, DE 19966 Savings Account # 15004213062075 M&T Bank 499 Mitchell Road Millsboro, DE 19966 Savings Account # 15004213062075 Accrued interest through date of death. Metro Bank 3801 Paxton Street Harrisburg, PA 17111 Individual Checking Account # 513207282 Valuation per Metro Bank correspondence attached hereto as Exhibit E. No accrued interest at date of death because account was closed prior to May 31, 2010. Invest Financial Corporation c/o Rowley Financial 600 J Eden Road, Suite 4 Lancaster, PA 17601 Individual Account # 5HT082542 Federated Capital Reserve -Cash portion of investment account See Rowley Financial correspondance attached hereto as Exhibit E 0.03 45,924.33 0.51 31,951.53 14,614.87 REGISTER OF WILLS OF INVENTORY (continued) CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS File Number 21 - 10 - 00531 DATE OF DEATH LAST RESIDENCE 5/12/2010 522 Terrace Drive DECEDENT':5 SOC. SEC. N0. New Cumberland, PA 17070 162-22-:5792 Sovereign Bank Mail Code: P.O. Box 841001 Boston, MA 02284 IRA Certificate of Deposit # 0358000933 Beneficiary: Lois A. Pilsitz (niece, pre-deceased) Beneficiary: Rae Jean Pilsitz (sister, pre-deceased) IRA funds paid to Estate of Lois J. Summers as a result of all named beneficiaries having pre-deceased the decedent Sovereign Bank Mail Code: P.O. Box 841001 Boston, MA 02284 IRA Certificate of Deposit # 0358000933 Accrued interest through date of death. 2009 Chevrolet Cobalt -Sale price per Bill of Sale attached hereto as Exhibit E. Miscellaneous tools and equipment in outdoor storage shed. Friendly Village Dishes and stainless flatware Miscellaneous clothing and furnishings donated to Salvation Army -valuation per Salvation Army guidelines Kayne Auctions -Gross Auction proceeds from sale of miscellaneous personal property Highmark - Prescription refund The Patriot News -Subscription refund Verizon -Telephone refund 14,174.30 3.73 10,150.00 850.00 250.00 465.00 1,265.50 32.49 26.25 19.88 4 REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS INVENTORY (continued) CUMBERLAND COUNTY, PENNSYLVANIA f File Number 21 - 10 - 00531 DATE OF DEATH LAST RESIDENCE 5/12/2010 522 Terrace Drive DECEDENT';; SOC. SEC. NO. New Cumberland, PA 17070 162.22_;5792 Comcast -Cable television refund - 57.03 UGI -Gas utility refund 25.85 Cash found on premises at decedent's house 130.00 Miscellaneous rolled coins found at decedent's house 229.39 Erie Insurance Exchange 100 Erie Ins. Place 300,000.00 Erie, PA 16530 Payment of Bodily Injury Liability Full and final settlement of all claims for motor vehicle accident - Claim # 010171073747 100% survivorship allocation See General Release of Erie Insurance and Cumberland County Court Order attached hereto as Exhibit E. Nationwide Mutual Insurance Company One Nationwide Gateway Dept. 5867 75,000.00 Des Moines, IA 50391-5867 Payment of Underinsured Motorist settlement Full and final settlement of all claims for motor vehicle accident - Claim # 58 37 B 428557 01182010 01 100% survivorship allocation See General Release of Nationwide Mutual Insurance Company and Cumberland County Court Order attached hereto as Exhibit E. Pro-rated reimbursement for 2010 County Township RE Taxes per HUD-1 settlement sheet attached hereteo as Exhibit A. 137.46 Pro-rated reimbursement for 2010-2011 School RE Taxes per HUD-1 settlement sheet attached hereto as Exhibit A. 606.35 5 REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS INVENTORY (continued) CUMBERLAND COUNTY, PENNSYLVANIA f File Number 21 - 10 - 00531 DATE OF DEATH LAST RESIDENCE 5/12/2010 522 Terrace Drive DECEDENT'S SOC. SEC. NO. New Cumberland, PA 17070 162-22-5792 Pro-rated 3rd Quarter Trash bill per HUD-1 settlement sheet attached hereto as Exhibit A. 2,94 Erie Insurance -Pro-rated refund on homeowner's insurance premium 160.00 U.S. Treasury - 2010 IRS refund on decedent's final 1040 1,356.00 Total Personal Property 625,194.06 Real Estate Single Family Frame Dwelling known and ,numbered as 522 Terrace Drive, New Cumberland, PA; Being Lot No. 28, Block C on the Plan of Simpson Terrace, 73,850.00 Addition No. 2 to Forrest Hills; Transferred to Lois J. Summers, a single woman, by Russel Eichelberger, Executor of the Estate of Charles E. Eichelberger, on April 10, 1068, by deed recorded in the Cumberland County Recorder of Deeds office on April 16, 1968 at Deed Book S , Volme 22, Page 812. Valuation is sale price as shown on HUD-1 settlement statement attached hereto as Exhibit A. Total Real Estate 73,850.00 6