HomeMy WebLinkAbout10-31-12INVENTORY
REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number
COUNTY, PENNSYLVANIA
21-12-0034
Lauren D. Metcalf, Jr., Carol M. Turner and Glenn E. Metcalf
Personal Representative(s) of the Estate of Estella R. Metcalf -.--
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 ecedent's death, and that Decedent owned no real estate
outside of the Commonwealth of Pennsylvania except that wh~ h ears in~ m~mora dum t f e ~nd of this inventory.
I verify that the statements made in this Inven-
toryare true and correct. I understand that false state- ~ La ren D. Metcalf, Jr.
menu herein are made subject to the penalties of i --
18 Pa.C.S. § 4904 relating to unsworn falsification to f . Turne
authorities.
Glenn E. Metcalf
Attorney -- (Name) _George F Douglas, III Esq. _ _ _ __ (Supreme Court 1.~. No.) 61886
(Firm) Salzmann Hushes P.C. --
(Address) 354 Alexander Spring Road, Suite 1 Carlisle, PA 17015 --
(telephone) 717-249-6333 _ --
DECEDENT'S SOG SEC. N0.
DATE OF DEATH LAST RESIDENCE g45 Forge Rd 179-14-7536
0110212012 Carlisle PA 17015
FIGURES MUST BE TOTALED
Personal Prooertv
Cash ........................................
Personal Property .................
Stoc kslListed .........................
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
n 16,374.09
,~~OO 6,66C8~,35
mT.- 112,894
y l ~
~~~., ~ --i ;
' I',
<•_ r , W -=
c.
~~ . , ,
- _.
CO C ~ .a. -~ --
~ Y
y, W i'- m
r-
N G+~ O
n T
135,913.38
169,000.00
304,913.38
NOTE'. I(em but such 9guresrshouldt oot be elrzlended ntoDlhe lolaltof thelnventory ~ (Sea 20 PaeC IS~§ 3301(b))personal representative include the value of each
CUMBERLAND
Form Rw-a9 Rev. f0-13-2006
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY., PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS File Number 21-12-0034
COUNTY OF Cumberland ~-- __
DECEDENT'S SOC. SEC. N0.
DATE OF DEATH LAST 0.ESiDENCE 945 Forge Rd 179-14-7536
0110212012 Carlisle PA 17015
~`~
5.41
Century Link -refund
11.02
Comcast -refund
Connect America.com LLC -refund
179.70
Met Life -Annuity payment on 1/2/2012 198'18
Metropolitan Life Insurance Company -Annuity Contract No. 00084820588 -beneficiary 10,709.03
is decedent's estate
35.55
Sentinel - refwnd
31.52
The Hanford -refund unused premium
225.03
U.S. Treasury -refund
MorganStanley Smith Barney
MorganStanley Smith Barney, Money Market Account No. 724-07735 4,173.03
Western Asset Money Market Class A 805.62
Total Cash 16,374.09
Personal Pro~ertr
2001 Buick Sedan -VIN 2G4WS52J211308442 4,000.00
Household furnishings - at net proceeds of sale 1,162.35
Household furnishings -taken in kind 1,500.00
Total Personal Property and Real Estate 304,913.38
(Attach additional sheets if necessary)
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS File Number 21-12.0034
COUNTY OF Cumberland
DECEDENT'S SOC. SEC. N0.
DATE OF DEATH LAST 0.ESIDENCE 945 Forge Rd
01/02/2012 Carlisle PA 17015
Total Personal Property 6,662.35
MorganStanley Smith Barney
1,117.3460 shares American Balanced Fund A
15.7694 shares Calamos Global Dynamic Income Fund
1,700.0000 shares CalamosStrategic Total Return Fd
165.4180 shares Capital World Growth S Income Fund A
300.0000 shares Dentsplylntl.lnc.
580.1610 shares Growth Fund of America A
100.0000 shares Hershey Co.
112.0000 shares Motorola Mobility Holdings
126.0000 shares Motorola Solutions Inc.
250.0000 shares PPL Corp.
250.0000 shares Proctor 8 Gamble
Other Individual Securities
265.6233 shares Corninglncorporated
36.0000 shares MetLlfe, Inc.
Total StockslListed
20,346.87
115.12
14,195.00
5,955.63
10,497.00
16,668.03
6,178.00
4,345.60
5.925.12
7,355.00
16,677.50
3,475.66
1,142.39
112,876.94
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INVENTORY
REGISTER OF WILLS OF - CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA ~ SS
COUNTY OF Cumberland }
COUNTY, PENNSYLVANIA
File Number 21-12-0034
Omtutrvia a~~. ~_~. ~•~.
DATE OF DEATH LAST RESIDENCE 945 Forge Rd
Carlisle PA 17015
01!0212012
RP~I Ec_tate
Real Estate located at 945 Forge Road, Carlisle, -South Middleton Township,
Cumberland Co., PA -See Settlement Statement (HUD-t) attached
Total Real Estate
tss,ooo.oo
169,000.00
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