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Home My WebLink About05-05-11 (2)Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Margaret R. Yarnall No. 21-10-0994 also known as Margaret R. P. Yarnall Date of Death September 6, 2010 Late of: Hampden Township, Cumberland County, Pennsylvania ,Deceased Social Security No. 177-16-1806 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following in ~ clude~ of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of sa' t, thatdhe s as C> ~,,} :_~ ~ valuation placed opposke each item of said Inventory reprosents its fair value as of the date of the Deced andnhat f~ ! ~~.' Decedent owned no real estate outside of the Commonweath of Pennsylvania except that which appears in a ~ dum 6(the `r_i ~-~ end of this inventory. IIVye verify that the statements made in this Inventory are true and correct. IANe ~~ thatx}alse c''> ,,- - statements herein are made subject to the penakies of 18 Pa. C.S. Section 4904 relating to unswom falsificatio~~thDrities:~ '' ~~~ Name of Anomey: Vicky Ann Trimmer, Esq. ~,/" l.D. No.: 49679 Telephone: 717-620-2440 ~~ ~ ' m ca ~ ~ O Personal Repre/se~ntative: cam; 'Ti LI yd R. Persun, Executor Address PO Box 659 Mechanicsburg, PA 17055-0659 Dated: -r ~'~~~ REAL PROPERTY: DESCRIPTION VALUE SEE ATTACHED 250,000.00 PERSONAL PROPERTY: SEE ATTACHED 1,217,001.55 TOTAL 1,467,001.55 _ iAttach Additional Sheets H Necessary) NOTE: The Memorandum of roal estate outside the Commonweath of Pennsylvania may, at the election of the personal ropresentative, include the value of each Rem, but such figures should not be extended into the total of the Inventory. 21414v1 Fam RVK'7 rdk County) • Rw. YIV2 Estate of Margaret R. Yarnall Estate Inventory Valued as of Date of Death Face Value Cash and Cash Equivalents 100,000 Bank of China - NY Dtd 05/19/10; 00.500%; Maty 02/18/2011 $ 99,977.55 Interest at Date of Death 148.61 Citizens Bank Checking Account #610068-277-3 4,881.95 100,000 Compass Bank - AL Dtd 05/21/10; 00.250%; Maty 11 /22/2010 99,949.65 Interest at Date of Death 72.92 M&T Bank #14265575 12,042.48 Interest at Date of Death 0.04 Morgan Stanley Account #724-00912 Bank Deposit Program 245,383.90 Total Cash and Cash Equivalents No. of Shares Stocks 1,300 Altria Group, Inc. common stock $ 29,870.75 400 Amerco Ser A 8 1/2% preferred stock 10,244.00 1,325 AT&T Inc. common stock 36,152.63 600 Bank of America Corp. common stock 8,046.00 Dividend at Date of Death 6.00 300 Comcast Corp CL A- SPL common stock 5,088.75 500 Conagra Foods, Inc. common stock 10,968.75 400 DTE Energy Company common stock 18,929.00 200 Exxon Mobil Corp. common stock 12,193.50 Dividend at Date of Death 88.00 192 Frontier Communications Corp. common stock 1,517.52 800 General Electric Co. common stock Page 1 $ 462,457.10 (1) Estate Inventory (Continued) No. of Shares Stocks 12,294.00 500 Pfizer, Inc. common stock 8,203.75 1,200 PPL Common Stock 33,216.00 210.578 Southern Union Company common stock 5,053.34 2 The Corporate Income Fund, Unit Investment Trust 0.00 800 Verizon Communications common stock 24,116.00 800 Wells Fargo & Co. common stock 20,462.00 385 XCEL Energy Inc. common stock 8,775.11 Total Stocks Par Value Bonds, Debentures & T-Bills 600 American Telephone and Telegraph Company Debenture Certificate #8230-7552, 30 year, 8 3/4%, due 5/15/00 $ ~ 600.00 10,000 Easton PA Area Jt Sch Auth municipal bonds dated 4/15/1978 10,000.00 Interest at Date of Death 6,900.00 Total Bonds, Debentures & T-Bills Tangible Personal Property 1993 Buick LeSabre -sales price $ 1,200.00 Total Tangible Personal Property Miscellaneous Comcast -refund of cable services ~ $ 64.24 Genworth Financial -long term care benefits 130.00 Genworth Financial - uncashed annuity payment dated 8/24/10 420.64 Hampden Township school real estate taxes - refund, as prorated at settlement 839.71 Page 2 $ 245,225.10 17,500.00 1,200.00 (2) Estate Inventory (Continued) Miscellaneous Final income distribution from the G. Winfield Yarnall Trust Under Will FBO Margaret Yarnall Northwestern Mutual Fixed Annuity Contract #19214777 Pennsylvania American Water Company -refund, water utilities PA Department of Revenue -refund, 2009 state personal income tax Prudential Insurance Co. -refund of unearned premium Social Security benefits for August 2010 U.S. Treasury -refund, 2009 federal personal income tax Uncashed dividend checks U.S. Treasury -refund, 2009 federal personal income tax Total Miscellaneous Real Property Real estate situate in Hampden Tovimship, Cumberland County, Pennsylvania, numbered as 30 West Lauer Lane, Camp Hill; further identified as Tax Parcel Number 10-19-1600-113 Total Real Property No. of Shares Mutual Funds 7,825.788 Eaton Vance Penna Municipal Income Fund Cl A mutual fund 3,703.923 Legg Mason Clearbridge Small Cap Growth Fund Cl A mutual fund 27,878.003 Legg Mason Western Asset Pennsylvania Municipals Fund Cl A mutual fund Page 3 $ 2,677.33 0.00 22.05 416.00 124.37 2,497.00 4,400.00 63.18 2,569.00 $ 250,000.00 $ 72,232.02 52,817.94 369,941.10 14,223.52 250,000.00 (3) Estate Inventory (Continued) No. of Units Mutual Funds 50 Pennsylvania Insured Muni Income Trust UT Ser 6 M Total Mutual Funds Total Inventory 3,390.00 $ 498,381.06 $ 1,488,986.78 Page 4 (4)