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~ PNCBAIVK
ESTATE OF KATHRYN K WISE ALSO KNOWN AS
KATHRYN KILLICK WISE DECEASED
(DIED 5/16/11)
LATE OF THE TOWNSHIP OF HAMPDEN
CUMBERLAND COUNTY PA
WILL NO 21-11-0672
COMMONWEALTH OF PENNSYLVANIA .
COUNTY OF CUMBERLAND ~ SS
LINDA J LUNDBERG VICE PRESIDENT OF PNC BANK, NATIONAL ASSOCIATION, EXECUTOR OF
THE ESTATE OF KATHRYN K WISE ALSO KNOWN AS KATHRYN KILLICK WISE 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 ~_,DAY OF
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KATHRYN K WISE
CONTINUED: CERTIFICATES
31,954.70 PAR M8T BANK
CD #31003913821300
INTEREST TO 5/16/11
25,000.00 PAR SOVEREIGN BANK
CD 81682
INTEREST TO 5/16/11
20,204.20 PAR SOVEREIGN BANK
CD 87682
INTEREST TO 5/16/11
21,737.28 PAR SOVEREIGN BANK
CD 83565
INTEREST TO 5/16/11
36,997.52 PAR METRO BANK
CD 80227
INTEREST TO 5/16/11
53,718.99 PAR METRO BANK
CD 80561
INTEREST TO 5/16/11
24,371.27 PAR FULTON BANK
CD 8052-0197195
INTEREST TO 5/16/11
24,438.96 PAR FULTON BANK
CD 8522-0052167
INTEREST TO 5/16/11
28,439.45 PAR FULTON BANK
CD 8522-0065951
INTEREST TO 5/16/11
42,116.54 PAR FULTON BANK
CD 8522-0092494
INTEREST TO 5/16/11
21,125.12 PAR WELLS FARGO BANK
CD 8247402043256862
INTEREST TO 5/16/11
30,010.88 PAR WELLS FARGO BANK
CD 8247412051810501
INTEREST TO 5/16/11
SASH
COUNTRY MEADOWS ASSOCIATION
REFUND
- 3 -
~ PNCBANK
27-27-004-8890695
31,954.70
9.67
25,000.00
13.59
20,204.20
1.99
21,737.28
11.83
36,997.52
15.44
53,718.99
26.40
24,371.27
206.41
24,438.96
9.04
28,439.45
60.36
42,116.54
8.80
21,125.12
1.62
30,010.88
1.80
2,006.28
TR9N01 (10/071
KATHRYN K WISE
CONTINUED: CASH
PNC BANK, NATIONAL ASSOCIATION
CHECKING ACCOUNT #5140069782
DATE OF DEATH BALANCE 25,273.05
INTEREST TO 5/16/11 0.40
WELLS FARGO BANK
CD 80501
INTEREST PAYMENT DATED 5/5/11
PRUDENTIAL NATIONAL MUNI FUND
DIVIDEND PAYMENT DATED 4/29/11
PNC BANK, NATIONAL ASSOCIATION
SAVINGS ACCOUNT #5000939782
DATE OF DEATH BALANCE 20,815.38
INTEREST TO 5/16/11 0.17
M8T BANK
CD 81269
INTEREST PAYMENT DATED 5/15/11
M8(T BANK
CD #1300
INTEREST PAYMENT DATED 5/3/11
SOVEREIGN BANK
CD #1682
INTEREST PAYMENT DATED 4/30/11
PNC FINANCIAL SERVICES GROUP
DIVIDEND PAYMENT DATED 5/5/11
825 USA SERIES E SAVINGS BOND
DATED 12/1974 DUE 12/2004
PROCEEDS OF REDEMPTION
WELLS FARGO BANK
CHECKING ACCOUNT 81010234467851
PROCEEDS
HOLY SPIRIT HOSPITAL
REFUND OF OVERPAYMENT
HIGHMARK
REFUND OF PREMIUM DUE TO
CANCELLATION OF POLICY
WELLS FARGO BANK
MONEY MARKET ACCOUNT 81010028832003
DATE OF DEATH BALANCE 15,987.47
INTEREST TO 5116/11 0.44
M8(T BANK
CHECKING ACCOUNT 89843038895
DATE OF DEATH BALANCE 6,195.24
INTEREST TD 5/16/11 0.03
- 4 -
~pNe~~v~c
27-27-004-8890695
25,273.45
4.93
65.99
20,815.55
14.58
22.33
25.49
87.15
131.59
5.00
33.80
96.17
15,987.91
6,195.27
TR9ND1 (10lOT
KATHRYN K WISE
CONTINUED: CASH
TRAVELERS INSURANCE
REFUND DUE TO CANCELLATION OF
HOMEOWNERS INSURANCE
UNITED HEALTHCARE INSURANCE CO
REFUND OF OVERPAYMENT TO
CAMP HILL EMERGENCY PHYSICIANS
WELLS FARGO ADVISORS
ACCOUNT 88746-7653
DATE OF DEATH BALANCE
SOVEREIGN BANK
MONEY MARKET ACCOUNT #774100273
DATE OF DEATH BALANCE 10,864.34
INTEREST TO 5/16/11 1.19
CORDIER ANTIQUES
GROSS PROCEEDS ON SALE OF
PERSONAL PROPERTY
UNITED HEALTHCARE INSURANCE CO
REIMBURSEMENT FOR HEALTHCARE
SERVICES PAID BY INSURANCE
PNC BANK, NATIONAL ASSOCIATION
EXECUTOR OF THE ESTATE OF
ROLAND K WISE DECEASED
NET AMOUNT DUE ESTATE
TOTAL INVENTORY
_,
- 5 -
e PNCBANK
27-27-004-8890695
527.00
34.83
10.66
10,865.53
1,730.00
181.94
59,223.62
726,863.57
TR9N01 fl0/0A
PNC
WEALTH MANAGEMENT *`~
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PO Box 308
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Camp Hill PA 17001-0308 ~
Direct Dial (717) 730-2265 ~
Toll Free 1-800-762-0616 ~
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Email linda.lundberg@pnc.com c»
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February 2, 2012 ~
VIA HAND DELIVERY
Register of Wills
Cumberland County
1 Court House Square
Carlisle PA 17013-3301
RE: Estate of: Kathryn K. Wise
Date of Death: May 16, 2011
File No.: 21-11-0672
Dear Register Of Wills:
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.
Also enclosed is a check in the amount of $22,386.01 which represents the balance due on
the account.
I have also enclosed a check in the amount of $30.00 for filing fees.
Please time/date stamp the enclosed copies of the various documents and give them to
the PNC representative delivering them.
S' cerely,
Linda J. Lundberg, CTFA
Estate Administrator
Vice President
Enclosures
Member of The PNC Financial Services Group
4242 Carlisle Pike Camp Hill Pennsylvania 17011-4163