The URL can be used to link to this page

Home My WebLink About11-09-12INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEAL~BOFRLPAENNDSYLVANIA y SS COUNTY OF ) File Number 2012-0643 Personal Representative(s) jofthe Estate of Beryl C. Gardner deceased, depose(s) and sa}~(s) that the items appeazing 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 valtilation placed opposite each item of said inventory represents its far value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsy vania except that which appears in a memorandum at the end of this inventory. I verify that the sta dements made in this Inven- ~ ~i -Q ~'~~ tory aze true and correct. understand that false state- ments herein are made ubject to the penalties of 18 Pa.C.S. § 4904 relatin to unswom falsification [o authorities. ~/~ ~ ~~ _ ar,. ~ 41274 Attorney-- (Name) Elys E. Sullivan & Roge}s, 635 North ] 7-612-5801 (Supreme Court L D. yne, PA 17043 DATE OF DEATH 03/24/2012 STT ATTACHED 422,504.14 C7 L ~~ _° rv x~ _, ..> Z n -U T O G .% <.7 Sl J- w ~ - ~ •~ ' t t o _ , -~ ri-- ~ v5 a ~7C.::_ _ ~ ~-i J Ai ;'_ 7' GJ CJ (Attach add/tional shee s as neeaea/ i TOTAL: 422,504.14 NOTE: The Memorandum o~ real estate outside the Commonwealth of Pennsylvania may, at [he election of [he personal representative include the value of each item, but such Lgureslshould not be extended into the total of the Inventory. (See 20 Po. C.S. § 3301(6)) Form RW-09 rev. 10.13.06 I LAST RESIDENCE 37 Kitszell Drive, Carlisle, PA 17015 ucc~~erv ~ ~ ~...,. ~,.,,. ,.., 059-28-2237 FIGURES MUST BE TOTALED Estate of Beryl C. Gardner Date of Death: 03/24/2012 File No: 21-120643 ATTACHMENT TO INVENTORY Advisors Disc Tr UT 469 Navellier/Dial Income Advisors Disc Tr UT 510 Corp Tr Navellier/Dial High Income opportunity Advisors Disc'~'r UT 642 Advisors CP Tr Navellier Dial Hig~ Income Opportunity Advisors Discil}lined Trust ADT 493 Advisors Corp Tr Strat Sep 6 Advisors Disciplined Trust UT 608 Act Navel/Dial High In~ome Opportunity PT 25 Blackrock Strategic Income Oppty Port Inv A Pimco Inv Grade Corp Bd Cl D Pimco Short T~rm Fund Cl D Pimco Unconstrained Tax Managed Bond D Allegheny Coujnty PA Indl Dev 5% Interest accru~d to date of death on Allegheny County SPA Indl Dev 5% Bucks Cnty P~ Wtr &Swr Auth 4.75% Interest accrued to date of death on Bucks Cnty PA Wtrl &Swr Auth 4.75% Cheltenham 'l~wp PA Sch Dist 3.45% Interest accru~d to date of death on Cheltenham Twp PF~ Sch Dist 3.45% East Stroudsburg PA Area Sch Dist 5% Interest accrujed to date of death on East Stroudsburg PA Area Sch Dist 5% Hempfield P?il Sch Dist Lancaster County 3.5% Interest accrbed to date of death on Hempfield PA Sch Dist Lancaster County 3.5% Lancaster PAi' Area Swr Auth 5% Interest accr~}ed to date of death on Lancaster PA Araa Swr Auth 5% 9,647.50 10,061.80 9,663.80 10,358.30 9,721.40 14,662.50 10,631.90 20,957.09 25,769.62 10,289.00 198.61 10,886.50 149.10 10, 548.00 165.79 10,811.50 31.94 10,495.00 154.58 10,281.50 240.28 Page 1 of 3 Estate of Beryl C. Gardner Date of Death: 03/24/2012 File No: 21-12-10643 ATTACHMENT TO INVENTORY (contirnued) Northeastern Y ork PA Sch Dist 5% 10,773.00 Interest accruej d to date of death on Northeastern York PAI Sch Dist 5% 240.28 Pennsylvania c onvention Center 6% 25,026.00 Interest accru~ d to date of death on Pennsylvania Convent ion Center 6% 76.67 Pennsylvania t for Future Issues 4.25% due 3/1/25 10,635.00 Interest accru~ d to date of death on Pennsylvania St for Fut re Issues 4.25% due 3/1/25 103.75 Pennsylvania~ t for Future Issues 4.5% due 1/1/24 10,625.50 ~ t d to date of death on Pennsylvania St accru Interes for Futu re Issues 4.5% due 1/1/24 27.15 Pennsylvania ~t Higher Ed15% 10,088.00 Interest accru d to date of death on Pennsylvania St Higher ~ d15% 137.50 Pennsylvania ~ St Tpk 5% 10,753.50 Interest accru ~d to date of death on Pennsylvania St Tpk 5%i 156.94 Pennsylvanial St Univ 4% 5,657.75 ~ terest accru I ed to date of death on Pennsylvania St n 12.78 Univ 4° ~0 Philadelphia ~A Water & Waste 5% 11,048.50 Interest accru ed to date of death on Philadelphia PA Water ~ Waste 5% 198.61 Port St. Luci FLA Lease Rev 5.423% 5,400.50 Interest accr ed to date of death on Port St. Lucie FLA Lease ~ev 5.423% 17.32 Puerto Rico ~ ub Bldg 11,543.50 Scranton PA ~ SCh Dist 3.904% 5,074.75 Page 2 of 3 Estate of Beryl C. Gardner Date of Death: 03/24/2012 File No: 21-120643 ATTACHMENT TO INVENTORY (continued) Interest accrued to date of death on Scranton PA Sch 83.80 Dist 3.9Q4% 10,081.50 Bank of America NA 2% Interest accrued to date of death on Bank of America 25.75 NA 2% ' 20,672.60 CIT Bank N A~13.45% 5,800.50 General Elec CCap Corp 5.625% Interest accru@d to date of death on General Elec 111.72 Cap Cop 5.625% 8,228.01 Wachovia Cor~ FLT 2016 Notes due 10/15/16 14,549.70 Wells Fargo Bank VAR 2017 due 8/20/17 58,617.85 Charles Schwab Money Market Account 3605-2447 P~422 504.14 TOTAL Page 3 of 3 Law Offices of SAIDIS, SULLIVAN & ROGERS A PROFESSIONAL CORPORATION 635 NORTH 12r" STREET, SUITE 400 26 w Si' HIGH STREET ROBERT C. SAIDIS LEMOYNE, PENNSYLVANIA 17043 TELEPHONE: (717) 612-5800 - FACSIMILIE (717) 612-5805 TELEPHONES(717)243-6222 DANIEL L. SULLIVAN ELYSE E. ROGERS EMAIL: attorney®ssr-attornevs.com FACSIMILE: (717)243-6486 JOHN A. FEICHTEL www ssr-attorneys.com DEAN E. REYNOSA Of Counsel TODD F. TRUNTZ JOHN E. SLIKE MARYLOU MAT'AS STEPHEN L. GROSE SEAN M. SHULT'Z ROBERT B. HAMILTON November 8, 2012 REPLY TO LEMOYNE HANNAH WHI'CE-GIBBON 717-612-5801 arnsersCu~a~r-Attornevs.com tiJJlti 1 it ia.i, ..,~ - - Register of Will of Cumberland County ~-an-,. ~ x - ~; One Courthouse' Square n ~ G , , ~ ~. o c ' z~ Carlisle, PA 17413 z;: ~ ~ r, ~ ~~" ,.~ G.::i Re: E tate of Beryl C. Gardner ~~ ~ -;` F~le No: 2012-0643 o~: rv --c-~ n r *, n w . w Dear Madam: ', Enclosed are the following: 1. Chriginal and one copy of the Pennsylvania Inheritance Tax Return. Please Dote there is no inheritance tax due; 2. I~lventory; and 3. II heck in the amount of $30 representing payment of your filing fees. Please gimestamp and return the copy of this letter which is enclosed. If you lave any questions or require additional information, please do not hesitate to contact me.' Sin~ely yours, <~~1~ ~~~ Elyse E. Rogers ~~ cjr Enclosures cc: Elizab~th S. Gardner a~O1 vni ~ N ~mM °~ p ° "o u0 a•- a r N ~ ~'} o r N ~~ O ~ N ~ d aD . O ttom~.. ~,~ C`7 C 7 V + ' -_ F- ti ~.. ~~ D_ _: ~7C~ ~ ~D c-, - ai r; cn `~ }~, } ~ ~ ?~ c7 i c , ~ s ~ :: a ti ~, M1 M1 0' A• O. ~~ O ~.r.~ c .n ...r ra ...~~~ fU ~~~ ~ N ~ ~~ 1 i; 4`? y ~i O U r~r~i i.i C b-0 ~ o ~ a ~ o ~ F '~ U ~ ~ w O v~j M ,; ~ . -a m ~ ~ N o '" ~ E °~ o ~ W .C'' di .. . z o F P. ,~ ~, ~, ~ a; o ~ ,~ , w U m . ~ ~ ~ ~OU O H ~.... ..r--...