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Home My WebLink About06-28-11 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-2010-00780 Jane N. Eshelman and James B. Eshelman Personal Representative(s) of the Estate of Adolph Neuber 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 memo/ran~dum at the end of this inventors? I verify that the statements made in this Inven- ~ ~. C S~-C~ks~- __ ~? tory are true and correct. I understand that false state- ne N. ES I ~ ~? ments herein are made subject to the penalties of ~ ~ ~ cu, .: ~'~ 18 Pa.C.S. § 4904 relating to unsworn falsification to ~~ r°~~ mes B. Eshelman v3 oo `-~~ ~_? authorities. ~ ;---,, ; --., ~~~ ~ :.:.y _rt ~„ _ r-I L7 ~. I~Tt ~. ~np Attorney - (Name) James W. Appel (Supreme Court I.D. No.) ~:. Q7022'n (Firm) APPEL 8i YOST LLP (Address) 33 North Duke Street Lancaster PA 17602-2842 (Telephone) 717 384-0521 DATE OF DEATH I LAST RESIDENCE 737 West North Street I DECEDENTS SOC. SEC. NO. 07/1412010 Carlisle, PA 17013-2227 173-03-9801 FIGURES MUST BE TOTALED Personal Property 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 ........................ 218,004.07 1,925.00 652,996.29 220,004.41 1,092,929.77 1,082,929.77 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 ue extended into the total of the Inventory. (See 10 Pa. C.S. § 3301(b)) Fprm RW-O9 Rev. 10.182008 ~_ REGISTER OF WILLS OF INVENTORY CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS COUNTY, PENNSYLVANIA COUNTY OF Cumberland } File Number 21-2010-00780 DATE OF DEATH LAST RESIDENCE 737 West North Street DECEDENTS SOC. SEC. N0 . 07/14/2010 Carlisle, PA 17013-2227 173-03-9801 ~ra811 American Express Travelere Check 100.00 Cash 835.12 Cash 17.00 Cash 600.00 CenturyLink -refund overpayment 16.21 Conseco Life Insurance Co Policy 230248945P -proceeds 25,000.00 Conseco Llfe Insurance Company Policy 230288004P -proceeds 50,000.00 Kiplinger Letter • refund 208.86 Lincoln Financial Group -CIGNA Policy 770901 -proceeds 20,000.00 Lincoln Financial Group -CIGNA Policy 828210 -proceeds 25,000.00 Medicare Part D Coverage Gap Rebate 250.00 MSSB Municipal Money Market Fund CL A 83.561.71 PA Department of Revenue -refund - 2010 income tax overpayment 549.00 Prudential Insurance Company of America -policy 12188823 3,748.18 TD Bank Checking account 22113552 2,079.63 Wachovia Bank checking account ...3917 6,038.36 Total Cash 218.004.07 (Attach additional sheets if necessary) Total Personal Property and Real Estate 1,092,929.77 f } INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA couNTY OF Cumberland } ss File Number 21-2010-00780 DATE OF DEATH LAST RESIDENCE 737 Weat NOrth StrB@t DECEDENTS SOC. SEC. NO. 07/14/2010 Carlisle, PA 17013-2227 173-03-9801 Personal ProoArt~r Personal property - PA -appraised value 1,925.00 Total Personal Property 1.925.00 Stocks/Listed 500.0000 shares Altria Group Inc. 10,630.00 1,151.0000 shares Bank of America Corporation 17,921.07 250.0000 shares Berkshire Hathaway Inc. CI B 19,871.25 1,860.0000 shares BlackRock Municipal Income Trust II 26,384.10 1,500.0000 shares BlackRock MuniVest Fund, Inc 14,790.00 865.0000 shares Camden National Corporation 25,777.00 Accrued dividend on above item through date of death 216.25 475.0000 shares Citigroup, Inc. 2,002.13 3,970.2110 shares First Eagle Overseas Fund CIA 80,595.28 750.0000 shares Gabelli Global Gold, Natural Resources & Income Trust 11,756.25 Accrued dividend on above Item through date of death 105.00 1,350.0000 shares General Electric Co. 20,493.00 Accrued dividend on above item through date of death 135.00 400.0000 shares Harcis PFD Capital Ser A 7.375% 8,844.00 -2- ( ~ REGISTER OF WILLS OF INVENTORY CUMBERLAND Total Stocks/Listed COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss File Number 21-2010-00780 DATE OF DEATH LAST RESIDENCE 737 West North Street DECEDENTS SOC. SEC. NO. 07/14/2010 Carlisle, PA 17013-2227 173-03-9801 1,380.8590 shares Legg Mason Special Inv Trust CI C 400.0000 shares McDonald's Corp. 1,650.0000 shares Nicholas-Applegate Convertible 8: Income Fund 3,320.0000 shares Nuveen Municipal High Income Opportunity Fund 4,485.1560 shares Oppenheimer International Diversified Fund CI A 900.0000 shares Philip Morris International, Inc. 900.0000 shares Procter & Gamble Co. 3,624.2780 shares Royce Total Return Fund Consultant 2,350.0000 shares Susquehanna Bancshares, Inc. 213.4560 shares Vanguard Total Stock Market Index Fund 526.4160 shares Vanguard Health Care Fund 520.7700 shares Vanguard Windsor 11 Fund Investor ~$ 50.000.0000 Freddie Mac Ser 3002 CL EA 5.00°k Maty: 8/75/2034 - Factor:.08742370 Accrued interest on above item through date of death 25,000.0000 Freddie Mac Series 3329 Class TD 8.250% Maty: 3/75/2037 - Factor:.53948711 Accrued interest on above item through date of death COUNTY, PENNSYLVANIA 37.835.54 28,228.00 15,155.25 42,984.00 47,226.68 44,410.50 56.155.50 40.591.92 21,432.00 5,801.73 60,653.65 11,889.18 652,996.29 5,145.45 20.35 15,609.31 78.21 -3- REGISTER OF WILLS OF INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-2010-00780 DATE OF DEATH LAST RESIDENCE 737 WBSt North Street DECEDENTS SOC, SEC. N0. 07/14/2010 Carlisle, PA 17013-2227 173-03-8801 150,000.0000 General Electric Cap Corp Internotea 5.850°h Maty: 12/1S/2024 Accrued interest on above item through date of death 25,000.0000 Lancaster County PA Hosp Auth Rev Rfdg Hlth Sys Lancaster General-B B/E 4.50°~ Maty: 3/15/2036 Accrued interest on above item through date of death 25,000.0000 Southern Lehigh PA School District Ser AA FSA U.T B,E 4.50°~ Maty: 9/1/2026 Accrued interest on above item through date of death Total Bonds 148.888.50 702.33 23,408.00 371.88 25,364.75 415.63 220,004.41 -4- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Memorandum of Out-of-State Real Estate COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH ( LAST RESIDENCE 737 W@St NOrth Street I DECEDENTS SOC. SEC. NO. 07/14/2010 Carlisle, PA 17013-2227 173-03-8807 Condo at 120 Bellevue Street, Unit #3, Owl's Head, Knox County, Maine -sold for 425,000.00 File Number 21-2010-00780 Total Out-of-State Real Estate a2s_ooe_oo