HomeMy WebLinkAbout01-05-12 (2)
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• ESTATE OF HAROLD H LONGENECKER DECEASED
(DIED 2/28/10)
LATE OF THE TOWNSHIP OF HAMPDEN
CUMBERLAND COUNTY PA
WILL NO 21-10-0324
COMMONWEALTH OF PENNSYLVANIA
. SS
COUNTY OF CUMBERLAND
LINDA J LUNDBERG VICE PRESIDENT OF PNC BANK, NATIONAL ASSOCIATION,
EXECUTOR OF THE ESTATE OF HAROLD H LONGENECKER DECEASED HAVING BEEN
DULY AFFIRMED ACCORDING TO LAW DID DEPOSE AND SAY THAT THE ITEMS APPEARING
IN THE FOLLOWING INVENTORY ARE PERSONAL ASSETS WHEREVER SITUATE AND
REAL ESTATE IF ANY 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 THE DECEDENT
OWNED NO REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA EXCEPT THAT
WHICH APPEARS IN A MEMORANDUM AT THE END OF THIS INVENTORY
AFFIRMED AND SUBSCRIBED BEFORE ME
THIS /'~ Ofd °/J 20 _
ARIAL SEAL
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DENISE C. R`fAN, Notary
Hampden Twp., Cumberland County
Becember 17 X012
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HAROLD H LONGENECKER 27-27-004-8263642
REAL ESTATE
SELLING PRICE OF
222 ACRES SCOTCH VALLEY ROAD
HOLLIDAYSBURG PA 9bO,OOO.DO
104 HILL LANE
MECHANICSBURG PA
BONDS 140,000.00
35,000 PAR BANK OF AMERICA SUB NOTES
6.25% DUE 05/15/36
~ 97.8098 34,233.43
INTEREST TO 2/28/10 85.07
34,000 PAR PRUDENTIAL FINANCIAL INC
6.05% DUE 10/15/31
a 93.5867 31,819.48
INTEREST TO 2/28/10 765.66
20,000 PAR PRUDENTIAL FINANCIAL INTERNOTES
6.06% DUE 12/15/37
8 101.1417 20,228.34
INTEREST TO 2/28/10
FUND5 271.33
1,545.455 UTS OPPENHEIMER PENNSYLVANIA MUNICIPAL
FUND CLASS
a 10.6600 16,474.55
2,086.418 UTS VAN KAMPEN GROWTH & INCOME
FUND CLASS A
a 17.4100
CERTIFICATES 36,324.54
38,214.86 PAR MID PENN BANK
SAV CTF 8309001919 38,214.86
INTEREST TO 2/28/10 202.53
37,687.44 PAR MID PENN .BANK
SAV CTF 8309002719 37,687.49
INTEREST TO 2/28/10 249.73
37,687.49 PAR MID PENN BANK
SAV CTF 8309002718 37,b87.49
INTEREST TO 2/28/10 249.73
38,483.86 PAR MID PENN HANK
SAV CTF #309001926 38,483.86
INTEREST TO 2/28/10
MISCELLANEOUS 196.11
SELLING PRICE OF
2000 SUBARU OUTBACK 4DR WAGON 8,000.00
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HAROLD H LONGENECKER
CASH
LIBERTY MUTUAL INSURANCE COMPANY
POLICY 8060662-800
REFUND AUTOMOBILE INSURANCE
MID PENN BANK
CHECKING ACCOUNT 89015835
DATE OF DEATH BALANCE 49,322.61
INTEREST TO 02/28/10 1.49
VALLEY RURAL ELECTRIC COOPERATIV
ESTATE PRERETIREMENT
CORDIER ANTIQUES
PROCEEDS RE SALE OF PERSONAL
PROPERTY
SHERRY A BOWIE
CASH ON HAND AS OF DATE OF DEATH
CORDIER ANTIQUES
PROCEEDS ON SALE OF REMAINING
PERSONAL PROPERTY
INTERNAL REVENUE SERVICE
REFUND 2009 INDIVIDUAL INCOME TAX
EDWARD JONES
BROKERAGE ACCOUNT 827004808013
DATE OF DEATH BALANCE
PENNA DEPARTMENT OF REVENUE
REFUND 2009 INDIVIDUAL INCOME TAX
INTERNAL REVENUE SERVICE
REFUND 2010 INDIVIDUAL INCOME TAX
TOTAL INVENTORY
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~ PNCBANK
27-27-004-8263642
73.00
49,324.10
757.04
10,870.00
292.75
10.00
334.00
1,528.11
238.00
100.00
1,464,701.20
Tfl8N01 (10IOA
B PNC
WEALTH MANAGEMENT
PO Box 308
Camp Hill PA 17001-0308
Direct Dial (717) 730-2265
Toll Free 1-800-762-0616
Email - linda.lundberg@pnc.com
January 5, 2012
VIA HAND DELIVERY
Register of Wills
Cumberland County
1 Court House Square
Carlisle PA 17013-3301
RE: Estate of:
Date of Death
File No.:
Dear Register Of Wills:
Harold H. Longenecker
February 28, 2010
21-10-0324
On behalf of the Corporate Executor of the above-referenced Estate, enclosed are two
original copies of the Pennsylvania Inheritance Tax Return plus one copy of the Inventory.
Please note there is a refund due to the estate in the amount of $21,479.20.
Please time/date stamp the enclosed copies of the various documents and give them to
the PNC representative delivering them.
Sin re.~y,
Linda J. Lundberg, CTFA
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Estate Administrator n ~,
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Vice President ;~ ~ ~.~.. ,~; _~=,
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Enclosures ~°~'
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Member of The PNC Financial Services Group
4242 Carlisle Pike Camp Hill Pennsylvania 17011-4163