HomeMy WebLinkAbout04-05-13 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-12-0906
James D. Bogar
Personal Representative(s)of the Estate of Ruth E. Evinger
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 oft a decedent's death, and that Decedent owned no real estate
outside of the Commonwealth of Pennsylvania except that Ic appe rs memorandum at trend of this aentory.
I verify that the statements made in this Inven- C
tory are true and correct. I understand that false state- ames D. Bog ca --
ments herein are made subject to the penalties of rn C n
18 Pa.C.S.§4904 relating to unsworn falsification to r— M rn
(jo authorities. A
-. co nn
Attorney-- (Name) James D. Bogar (SWree— a Court/.D. No. 19475
(Firm) Bogar& Hipp Law Offices Crt
(Address) One West Main Street, Shiremanstown, PA 17011
(Telephone) (717) 737-8761
DATE OF DEATH LAST RESIDENCE 1802 Anna Street DECEDENT'S SOC.SEC.NO.
08/03/2012 New Cumberland, PA 17070 179-12-3405
FIGURES MUST BE TOTALED
Personal Pro ep_ft
Cash............................................................................................... 2,234,767.26
Personal Property........................................................................ 17,959.00
Stocks/Listed................................................................................ 327,632.08
Stocks/Closely Held.....................................................................
Bonds............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ 2,580,358.34
Total Real Property................................................ 152,187.00
Total Personal and Real Property........................ 2,732,54514
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may,at the election of the personal representative include the value of each
item,but such figures should not be extended into the total of the Inventory.(See 20 Pa.C.S.§3301(b))
Form RW-09 Rev.10-13-2006
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH oFPENNSYLVANIA \
' 88
COUNTY OF Cumberland l File Number 21-12-0906
DATE OF DEATH LAST RESIDENCE 1802 Anna Street DECEDENT'S SOC.SEC.NO.
08/03/2012 New Cumberland, PA 17070 179-12-3405
Qxuh
Citizen's Bank'CD#G140728029. Date uf death balance$25.DDO.DD|accrued interest 25.010.82
$18.82
Fulton Bank'CO#052'0224793. Date of death balance$3D'50O.0U;accrued interest 38.502.64
$2.64
Fulton Bank'CO#052'02247S7. Date of death balance$54'5D0.DD| accrued interest 54.503.73
$4.73
Fulton Bank'CQ#052'02224801. Date of death balance$40'u0D.00; accrued interest 40.002.74
$2.74
K8&T Bank'Checking Account No.S852321711. Date of death balance$25.U2;accrued 25.02
interest$0.00
K8&T Bank'Savings Account No. 15004222i7S168. Date of death balance$3O.3OO.0B| 30.303.04
accrued interest$2.16
YNBJ Bank'CD#31UO3S1391882G. Date of death balance$55.0DO.00; accrued interest 55.003.17
$3.17
88&T Bank-CID#310O3S13S1818i. Date of death balance$3S.DDO.DD| accrued interest 25.004.28
$4.28
88etLifo'Annuity Contract No.A2073198. 303.036.53
Metro Bank'Savings Account No. euoo41onu. Date p,death balance$320,796.60 320.796.60
Metro Bank'CD#12O00055U. Date of death balance$40.O00.UU;accrued interest 40.013.75
$13.75
Nationwide Insurance 'car insurance refund 106.80
@otionxvide|nsurance-Rafund 19.00
(Attach additional sheets if necessary) Total P | Property and Real Estate
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-12-0906
DATE OF DEATH LAST RESIDENCE 1802 Anna Street DECEDENTS SOC.SEC.NO.
08/0312012 1 New Cumberland, PA 17070 179-12-3405
PA American Water-Refund 56.07
PNC Bank-CD#31500212116; date of death balance$50,000.00;accrued interest$0.97 50,000.97
PNC Bank-CD#31200257684. Date of death balance$40,000.00;accrued interest 40,002.87
$2.87
PNC Bank-CD#31700289885. Date of death balance$45,360.89; accrued interest 35,362.76
$1.87
PNC Bank-CD#31100314173. Date of death balance$33,635.27;accrued interest 33,636.94
$1.67
PNC Bank-CD#31700330046. Date of death balance$78,083.75; accrued interest 78,083.75
$0.00
PNC Bank-Checking Account No. 5140161693. Date of death balance 184,960.04; 184,961.29
accrued interest$1.25
PNC Bank-refund from close of safe deposit box 37.50
Sovereign Bank-CD#1685265082. Date of death balance$65,000.00;accrued interest 65,008.44
$8.44
Sovereign Bank-CD#1685410969. Date of death balance$50,000.00;accrued interest 50,002.88
$2.88
TD Ameritrade -Account No.757617023. 678,905.87
UGI -Refund 144.83
Wells Fargo-CD#XXXXXXXX0447. Date of death balance$30,001.35;accrued interest 30,010.88
$9.53
Western National Life Insurance Company-Annuity No. BX202902. 57,216.09
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY' PENNSYLVANIA
COMMONWEALTH OpPENNSYLVANIA l
^ 88
COUNTY OF Cumberland l File Number 21-12-0906
DATE OF DEATH LAST RESIDENCE 1802 Anna Street DECEDENT'S SOC.SEC.NO.
08/03/2012 New Cumberland, PA 17070 179-12-3405
Total Cash 2.234.767.36
Personal Prope
13SS Pontiac Bonneville'per attached appraisal 3.100.00
Personal Property'per appraisal 5.160.00
Personal Property'sold otauction 9.699.00
Total Pmnamma| Property 17.959.00
7.289.4530 shares Aberdeen Stock 78.798.98
55.0000 shares Century Link(Qwest)Stock-The decedent held 333 Certificate Shares of Owest 2.307.80
Stock asof the date mf her passing. Qvvmst was bought out by Century Link. The 333
shares of Qvvmet were converted to66 shares of Century Link. The date of death value
listed ie for 55 shares of Century Link.
3.091.5580 shares Dreyfus 'Account No. OOS8-zxzx7357. 52.061.84
158.0000 shares Frontier Communications Corporation Stock 702.78
84.0000 shares LS|Corporation Stock 242.76
950.0000 shares PNC Financial Services Group, Inc.Stock 56.829.00
10.362.3828 shares Pyxis Government Securities Fund C|A 92.432.45
1.037.0000 shares Vanguard Windsor Fund Stock 14.548.11
664.0000 shares Vehzon Communications, Inc.Stock 29.707.36
Tmta| 0tmcke/Limtmd 327.632.08
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND _—COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA SS
COUNTY OF Cumberland File Number 21-12-0906
DATE OF DEATH LAST RESIDENCE 1802 Anna Street DECEDENT'S SOC.SEC.NO.
08103/2012 New Cumberland, PA 17070 1179-12-3405
Real EState
Real Estate-All that certain piece or parcel of real estate having thereon erected a 152,187.00
dwelling house being known and numbered as 1802 Anna Street, New Cumberland,
Pennsylvania 17070. The property was acquired by Ruth E. Evinger and Elmer L.
Evinger,by Deed dated May 31, 1979 and recorded June 8, 1979 in the Cumberland
County Recorder of Deeds Office,a copy of which is attached hereto and incorporated
herein. The said Elmer L.Evinger died March 16, 1998,whereupon full and complete
title to the within described property became vested solely in Ruth E.Evinger,the
decedent herein. The above-described real estate was sold pursuant to an Agreement
of Sale for Real Estate dated September 9, 12012,a copy of which is attached hereto
and incorporated herein. Final settlement took place on August OCtober 25, 2012. A
copy of the Deed conveying said real estate,along with a copy of the Settlement Sheet,
are attached hereto and incorporated herein. The sale price of the real estate was
$152,187.00.
Total Real Estate 152,187.00
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