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Home My WebLink About10-31-12 (2)INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } CUMBERLAND COUNTY, PENNSYLVANIA File Number 21 - 1:! - 00712 __ Harry J. Alleman, III Diane A. Keister Personal Representative(s) of the Estate of Alleman, Janice W. 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 me orandum at the end of this inventory. I verify that the statements made in this Inven- e C~~ tory are true and correct. I understand that false state-} - -- - - - menu herein are made subject to the penalties of Harry/~J'. All n, III ~ ~ /~~ 18 Pa.C.S. § 4904 relating to unsworn falsification to } - ,~;//y~ ~~~',a~~=~/~. authorities. /vim f -- ----- -- -- --- Diane A. Keister Attorney -• (Name) Shelly J Kunkel (Firm) Wion, Zulli & Seibert - __ (Address) 109 Locust Street Harrisburg, Pa 17101 (Telephone) 717/236-9301 - (Supreme Court I.D. No.) 64485 HATE OF HEATH LAST RESIDENCE 940 Walnut Bottom Road CECEOENT'S SOG. SEC. NO. 6/14/2012 Carlisle, PA 17013 184-12-2446 FIGURES MUST BE TOTALED Personal Property Wells Fargo & Company (WFC), 38 shares common stock; 1,211.82 Trading on date of death: High 32.25/share Low 31.53Ishare Average 31.89/share See attached stock valuation on Exhibit B. ~ ~~ ~ The Vanguard Group ~~ 10~3. 91~?, ~2 P.O. Box 13750 ~~~_ -+ << Philadelphia, PA 19101-9897 ? ~ .. w • l (tJ~ PA LT Tax-Exempt Investor Fund # 0077-09886025831 ~ °`~ - , c-~ - See Vanguard correspondence attached hereto as Exhibit B. ~t `; ~ 0~= '-; `j - ~ ~ - i0 r-;n r n `" n~ ~r (Attach additional sheets if necessary) Total Personal Property and Real Estate $318,918.31 INVENTORY (continued) REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21 -12 - 00712 GATE OF DEATH LAST RESIDENCE 940 Walnut Bottom Road DECEDENTS SOC. SEC. N0. 6114/2012 Carlisle, PA 17013 184-12-2446 The Vanguard Group P.O. Box 13750 Philadelphia, PA 19101-9897 PA LT Tax-Exempt Investor Fund # 0077-09886025831 Accrued dividends through date of death Fidelity Investments P.O. Box 770001 Cincinnatti, OH 45277-0002 Fidelity Funds Account # 2BR-284130 Fidelity Telecom and Utilities Fund See Fidelity valuation attached hereto as Exhibit B. Morgan Stanley Smith Barney Client Advisory Center P.O. Box 182505 Colulmbus, OH 43272 Basic Securities Account # 785-672636-656: 1,527.988 shares Legg Mason WA MGD Muncipal Fund A (SHMMX) 633.909 shares Legg Mason WA MUNI HI INC A Fund (STXAX) Fulton Bank P.O. Box 4887 Lancaster, PA 17604 Checking Account # 2218-25575 Valuation per Fulton Bank correspondence attached hereto as Exhibit IE. No accrued interest. CUMBERLAND COUNTY, PENNSYLVANIA 14.25 5,778.20 25,777.16 9,375.51 25,072.83 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 - 12 - 00712 DATE OF DEATH LAST RESIDENCE g40 Walnut Bottom Road DECEDENT'S SOC. SEC. NO. 6114/2012 Carlisle, PA 17013 184-12-2446 Fulton Bank 19.000.97 P.O. Box 4887 Lancaster, PA 17604 Money Market Account # 9900-66175 Valuation per Fulton Bank correspondence attached hereto as Exhibit E. Fulton Bank 1.76 P.O. Box 4887 Lancaster, PA 17604 Money Market Account # 9900-66175 Accrued interest through date of death. Fulton Bank 10,000.00 P.O. Box 4887 Lancaster, PA 17604 Certificate of Deposit # 022-0220877 Valuation per Fulton Bank correspondence attached hereto as Exhibit E. Fulton Bank 3.05 P.O. Box 4887 Lancaster, PA 17604 Certificate of Deposit # 022-0220877 Accrued interest through date of death. PNC Bank 14,560.23 1104 Carlisle Road, Suite 170 Camp Hill, PA 17011 Checking Account # 5140275041 Valuation at date of death per PNC Bank correspondence attached hereto as Exhibit E. No accrues interest. INVENTORY (continued) REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland ) CUMBERLAND COUNTY, PENNSYLVANIA File Number 21 - 12 - 00712 DATE OF DEATH LAST RESIDENCE g40 Walnut Bottom Road DECEDENTS SOC. SEC. NO. 6/14/2012 Carlisle, PA 17013 184-12-2446 PNC Bank 1104 Carlisle Road, Suite 170 22.717.08 Camp Hill, PA 17011 Savings Account # 5006447578 Valuation at date of death per PNC Bank correspondence attached hereto as Exhibit E. No accrued interest. PNC Bank 1104 Carlisle Road, Suite 170 Camp Hill, PA 17011 Certificate of Deposit # 31100236251 Valuation at date of death per PNC Bank correspondence attached hereto as Exhibit E. PNC Bank 1104 Carlisle Road, Suite 170 Camp Hill, PA 17011 Certificate of Deposit # 31100236251 Accrued interest through date of death. PNC Bank 1104 Carlisle Road, Suite 170 Camp Hill, PA 17011 Certificate of Deposit # 31400257511 Valuation at date of death per PNC Bank correspondence attached hereto as Exhibit E. 20,000.00 2.22 20,000.00 4 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA _. COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 -12 - 00712 DATE OF DEATH LAST RESIDENCE g40 Walnut Bottom Road DECEDENT'S SOC. SEC. NO. 6114/2072 Carlisle, PA 17013 184-12-2446 PNC Bank 1.54 1104 Carlisle Road, Suite 170 Camp Hill, PA 17011 Certificate of Deposit # 31400257511 Accrued interest through date of death. M&T Bank 10,666.53 499 Mitchell Road Millsboro, DE 19966 Certificate of Deposit # 31 00 3 91 51 241 58 Valuation per M&T Bank correspondence attached hereto as Exhibit E. M&T Bank 59.55 499 Mitchell Road Millsboro, DE 19966 Certificate of Deposit # 31003915124158 Accrued interest through date of death. Sovereign/Santander Bank 8,025.45 P.O. Box 841005 Boston, MA 02284 Checking Account # 0571202071 Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E. Sovereign/Santander Bank 0.04 P.O. Box 841005 Boston, MA 02284 Checking Account # 0571202071 Accrued interest through date of death. 5 INVENTORY (continued) REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTV of Cumberland } CUMBERLAND COUNTY, PENNSYLVANIA ____ File Number 21 - 12 - 00712 DATE OF DEATH L45T RESIDENCE 940 Walnut Bottom Road DECEDENTS 500. SED. NO. 6/14/2012 Carlisle, PA 17013 184-12-2446 Sovereign/Santander Bank 10,726.92 P.O. Box 841005 Boston, MA 02284 Money Market Account # 0571739418 Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E. SovereignlSantander Bank 1.08 P.O. Box 841005 Boston, MA 02284 Money Market Account # 0571139418 Accrued interest through date of death. SovereignlSantander Bank 10,000.00 P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 0575287446 Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E. SovereignlSantander Bank 4.69 P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 0575287446 Accrued interest through date of death. SovereignlSantander Bank 20,000.00 P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055161267 Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E. 6 INVENTORY (continued) REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATN LAST RESIDENCE 940 Walnut Bottom Road DECEDENT'S SOC. SEC. ND. 6/14/2012 Carlisle, PA 17013 184-12-2446 SovereignlSantander Bank P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055161267 Accrued interest through date of death. Sovereign/Santander Bank P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055177982 Valuation at date of death per Sovereign Bank correspondence attacheld hereto as Exhibit E. Sovereign/Santander Bank P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055177982 Accrued interest through date of death. 22.70 30,000.10 34.05 Sovereign/Santander Bank 10,000.00 P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055348542 Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E. SovereignlSantander Bank P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055348542 Accrued interest through date of death. CUMBERLAND COUNTY, PENNSYLVANIA File Number 21 -12 - 00712 4.89 7 INVENTORY (continued) REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTV OF Cumberland } DATE OF DEATH L45T RESIDENCE 940 Walnut Bottom Road DECEDENT'S 500. SEG. ND. 611 412 01 2 Carlisle, PA 17013 184-12-2446 SovereignlSantander Bank 10.000.00 P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055433534 Valuation at date of death per Sovereign Bank correspondence attachE:d hereto as Exhibit E. SovereignlSantander Bank P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055433534 Accrued interest through date of death. 2.47 SovereignlSantander Bank 20,000.00 P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055546061 Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E. Sovereign/Santander Bank P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055546061 Accrued interest through date of death. Manor Care -Refunds (3) of overpayments by decedent's Long Term Care Insurance companies: $1,083.29, $2,500, $1,911.94 Total Personal Property CUMBERLAND COUNTY, PENNSYLVANIA File Number 21 -121 - 00712 4.11 5,495.13 318,918.31 8