HomeMy WebLinkAbout04-27-11 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND
CONIMONWEALTH OF PENNSYLVANIA ~ SS
COUNTY OF CUMBERLAND
COUN7,Y, PENNSYLVANIA
File Number ? 1
Personal Representative(s) of the Estate of DAVID W. LONG
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 no real estate outside of the
Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory.
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of
18 Pa. C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) MARK A. MATEYA
(Address) 55 W. CHURCH AVENUE
(Telephone) 717-241-6500
DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. N0.
205 WEST GREEN STREET
2/13/2010 SHIREMANSTOWN PA 17'011 271-50-9418
FIGURES MUST BE TOTALED
PSECU (PENNSYVLANIA STATE EMPLOYEES CREDIT UNION)
SAVINGS ACCOUNT
ACCCOUNT NO. X~UUCX4659 (S1)
PSECU
CHECKING ACCOUNT
ACCOUNT NO. XXX~CX4659 (S4)
US. TREASURY
DIRECT LOAN REFUND
REAL ESTATE LOCATED AT 205 W GREEN STREET
SHIREMANSTOWN, PA
ASSESSED VALUE (JOINTLY OWNED - $222,616.80)
BNY MELLON SHAREHOLDER SERVICES
DIV REINVESTMENT & STK PURCHASE PLAN
CUSIP: 001-314-29101110 (JOINTLY OWNED - $206.86)
SOVEREIGN BANK
INTERST BEARING CHECKING ACCOUNT
ACCOUNT NO. X~vOCX2674 (JOINTLY OWNED - $2,060.59)
SOVEREIGN BANK
SAVINGS ACCOUNT
Cad ~-'~" `-~'~~~ ~If~~'~+~V(~a
~` ~,~t'Ndt~~
~~~~
ACCOUNT NO. ~JCX~;XX1029 (JOINTLY OWNED $355.18) ~
~1 ~~~~~
(Attach additional sheets as needed) ~, ';'
-~=-
616.45
5,115.43
459.46
111, 308.40
103.43
1,030.30
177.59
TOTAL:
~~~f., ~;
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylv' ' ~ t the electic5n`b. the personal representative include the value of each
~~.. ,~-
item, but such figures should not be extended into the total of the Inventat~. (~e' ~~~Ra. ~G'.,fi. ~~~~~
Form RW-09 rev. 10.13.06
BARBARA PHILLIPS LONG
CARLISLE
10 0363
(Supreme Court I.D. No.) 78931
PA 17013
436,222.59
I
Continuation of Inventory
DAVID W. LONG 21 10 0363
Decedent Name Page 1 File Number
Description of Inventory
T.ROWE PRICE 401(K)
RETIREMENT PLAN THROUGH RITE AID CORP.
BARBARA PHILLIPS LONG -DESIGNATED BENEFICIARY
FEINMORE ASSET MANAGEMENT
CHARLES SCHWAB IRA
FAM FUNDS
US BANK C/F IRA
ACCOUNT NO. ~;XX81-00
1997 CHEVROLET LUMINA AUTOMOBILE
JOINTLY OWNED WITH SPOUSE
KELLY BLUE BOOK VALUE - $2605.00
2004 CHEVROLET IMPALA AUTOMOBILE
JOINTLY OWNED WITH SPOUSE
KELLY BLUE BOOK VALUE $7990.00
120,202.62
153, 393.77
38, 517.64
1,302.50
3,995.00
Subtotal $ 317,411.53
Grind Total $ 436,222.59