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Home My WebLink About05-25-11 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-10-0273 Pippa S Calland and James F. Calland, M.D. Personal Representative(s) of the Estate of Sabra W. Calland, M.D. 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- ~-~~ ~! ~t~~ ments herein are made subject to the penalties of PIPpa S Calland 18 Pa.C.S. § 4904 relating to unswom falsification to ~ ~.,,,,, auth~ritipc James F. Calland. M.D. ~ Attorney -- (Name) (Firm) (Address) (Telephone) Marielle F Hazen Hazen Elder Law 2000 Linglestown Rd. , Harrisbu 717-540-4332 uHlt Vh UtATH 02/21 /2010 LAST RESIDENCE 511 West Main St Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED Personal Proms 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 ........................ 7,177.84 2,500.00 113,294.74 330,000.00 452,972.58 208,000.00 - ~ ," ` '- 'agar ~a ' : tiu '~P t 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'10 Pa. C.S. § 3301(b)) PA 17110 rti.~ ~ ~ ~.: (Supreme ~ . No.) ~ '` ~ ~.~ --~ t~ DECEDENTS SOC. SEC. N0. 420-44-3297 Form l?W-Q9 Rev. 10.13-2006 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-10-0273 DATE OF DEATH LAST RESIDENCE 511 West Main St DECEDENTS SOC. SEC. N0. 02/21/2010 Mechanicsburg, PA 17055 420-44-3297 ~b AARP Health -refund of premium Chase Bank -checking acct. #253060766065 Chase Bank -checking acct. #67208975 Chase Bank -money market acct. #67226736 Chase Bank -money market acct. #67241360 Chubb Insurance -settlement for repair of artwork Erie Insurance -refund of premium FMA Advisory, Inc. Acct. No. X07-227870: Fidelity Tax-Free Money Market Account # X07-227870 Myers Funeral -refund of fee for death certificates Travel Related Service -refund of payment Unclaimed Property -New York state -from Empire Blue Cross ~ Blue Shield United Healthcare -refund of premium Verizon -refund of payment Total Cash Personal Proms Personalty 22.00 13.55 888.06 0.24 1,675.21 3,073.88 92.00 1,029.14 60.00 40.00 185.44 29.60 68.72 7,177.84 2,500.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 660,972.58 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-10-0273 DATE OF DEATH LAST RESIDENCE 511 West Main St 02/21/2010 Mechanicsburg, PA 17055 Total Personal Property DECEDENTS SOC. SEC. NO. 420-44-3297 2,500.00 Stocks/Liste d 310.5250 shares FMA Advisory, Inc. Acct. No. X07-227870: Caterpillar Inc Del Com Nyse 204.0300 shares FMA Advisory, Inc. Acct. No. X07-227870: ConocoPhillips Com Nyse 310.7100 shares FMA Advisory, Inc. Acct. No. X07-227870: Exelon Corp - + accrued dividend of $163.12 233.2770 shares FMA Advisory, Inc. Acct. No. X07-227870: Honeywell Intl Inc. - + accrued dividend of $70.57 220.6580 shares FMA Advisory, Inc. Acct. No. X07-227870: Kinder Morgan Energy 207.2990 shares FMA Advisory, Inc. Acct. No. X07-227870: MB<T Bank Corp 203.3580 shares FMA Advisory, Inc. Acct. No. X07-227870: Magellan Midstream Partners LP Com Unit Rp Lp Nyse 2.9120 shares FMA Advisory, Inc. Acct. No. X07-227870: Nucor Corp 203.0060 shares FMA Advisory, Inc. Acct. No. X07-227870: Pepsico Inc. 100.2640 shares FMA Advisory, Inc. Acct. No. X07-227870: Powershares Qqq Trust Unit Ser 1 32.9802 shares General Electric Co. 239.0467 shares Intel Corp Total Stocks/Listed 18,069.45 10,073.73 14,082.93 9,431.39 13,970.58 15,920.05 8,937.72 128.32 12,681.02 4,493.33 535.24 4,970.98 113,294.74 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-10-0273 DATE OF DEATH LAST RESIDENCE 511 West Main St 02/21/2010 Mechanicsburg, PA 17055 DECEDENT'S SOC. SEC. N0. --- - - -- Stocks/Glospl~j~ Co-op located at 3Hanover Square #7K, New York, NY - 71 shares of co-op stock; valu as per attached appraisal Total Stocks/Closely Held Real Estate - 511 West Main St., Mechanicsburg, PA - as per attached appraisal Total Real Estate e 330,000.00 330,000.00 208.000.00 208.000.00 -3-