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HomeMy WebLinkAbout04-18-13 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-12-0991 James D.Boger Personal Representative(s)of the Estate of Elizabeth B. Klinger 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 d de t' death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that whit p ors in rl1morandum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S.§4904 relating to unswom fats fcation to authorities. Attorney— (Name) James D, Bogar (Supreme Court I.D. No.) 19475 (Finn) Bogar& Hipp Law Offices (Address) One West Main Street Shiremanstown PA 17011 (Telephone) (717) 737-8761 DATE OF DEATH tASTRESIDENCE 1 Wayne Circle DECEDENTS SOC.SEC.NO 0910112012 Camp Hill PA 17011 FIGURES MUST BE TOTALED Personal Property C-� Cash.................... a x' 0 18 1 QQ. Personal Property........................................................................ 7 s Stocks/Listed................................................................................ ti my 69 Stocks/Closely Held.................. ................................. .. m r—ov Bonds. c Partnerships and Sale Proprietorships ..................................... I co ` rn Mortgages and Notes Receivabl e............................................... y,All Other Property........................................................................ co -n Total Personal Property....................................... 1,907,698.70 Total Real Property...........................................U.... 75,000.00 Total Personal and Real Property........... ........ 1,982,698.70' NOTE. The Memorandum of real estate outside the Commonvvealth of Pennsylvania may,at the election of the personal representative include the value of each item,twt such figures should not be extended into the total of the Inventory.(See 20 Pa.G.S.§3301(b)) Fom RW-OS Rev 10.73-2006 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-12-0991 DATE OF DEATH LAST RESIDENCE 1Wayne Circle CA;ab ACNB Bank-CD#162084;data of death balance$52,384.26;accrued interest$21.18 52,405.44 ACNB Bank-CD#162217;date of death balance$50,000.00; accrued interest$1.64 50,001.64 Cash-from wallets 69.00 Cash-deposit of fifty-one(51)checks which were in the possession of the decedent at 8,282.23 the time of her death, but not cashed Centric Bank-CD#3028636; date of death value$25,000.00 25,000.00 Centric Bank-CD#3032414; date of death value$26,210.43 26,210.43 Centric Bank-CD#3035797; date of death balance$61,744.83 61,774,83 Centric Bank-CD#3036985;date of death balance$20,841.18 20,841.18 Centric Bank-CD#3038130;date of death balance$104,159.90 104,159.90 Citizen's Bank-Checking Account No.6232311926; principal balance at date of death 28,167.49 $28,155.18;accrued interest$12.31 Citizens Bank-Checking Account No.6234870515;principal balance at date of death 39,886.16 $39,884.26;accrued interest$1.90 Citizens Bank-CD#6140796040;principal balance at date of death$114,755.92; 114,77419 accrued Interest$18.87 Citizens Bank-CD#6252137619;principal balance at date of death$38,276.93;accrued 38,279.44 interest$2.51 Citizens Bank-CD#6100714225;principal balance at date of death$11,017.45; accrued 11,018.06 interest$0.61 (Attach additional sheets if necessary) Total Personal Property and Real Estate 1,98Z.698.70 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss File Number 21-12-0991 DATE OF DEATH LAST RESIDENCE 1 Wayne Circle DECEDENTS SOC.SEC.NO 09/01/2012 1 Camp Hill, PA 17011 Coins-removed from home 53.29 Commonwealth of Pennsylvania-death benefit 147.76 First National Bank-CD#402110175;principal balance at date of death$24,996.45; 25,003.64 accrued interest$7.19 Fulton Bank-CD#328-0203481;principal balance at date of death$33,169.86;accrued 33,243.00 interest$73.14 Fulton Bank-CD#328-0227124;principal balance at date of death$30,986.40;accrued 31,044.27 interest$57.87 Fulton Bank-CD#328-0240773; principal balance at date of death $43,240.38;accrued 43,243.93 interest$3.55 integrity Bank-CD#1029930;date of death balance 26,462.20 Kilimore Eye Associates-Refund 15.00 M&T Bank-Checking Account No.9839058030; principal balance at date of death 25.06 $25.06; accrued interest$0.00 M&T Bank-CD#31003913914048; principal balance at date of death$41,000.00; 41,144.15 accrued Interest$144.15 Members 1st Federal Credit Union-Regular Savings Account No.3647-00; principal 89.58 balance at date of death$89.58;accrued interest$0.00 Members 1st Federal Credit Union-Life Savings Account No.3647-04;principal 4,000.00 balance at date of death$4,000.00;accrued interest$0.00 Members 1st Federal Credit Union-Investment Savings Account No.3647-05; principal 2,786.70 balance at date of death$2,786.70;accrued interest$0.00 -2. INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTYOF Cumberland } SS File Number 21-12-0991 DATE OF DEATH LAST RESIDENCE 1 Wayne Circle DECEDENT'S SOC.SEC.NO. 09/0112012 1 _Camp Hill, PA 17011 1 Members 1st Federal Credit Union-CD#3647110;principal balance at date of death 18,72765 $18.729.65;accrued interest$0.00 Members 1st Federal Credit Union-CD#3647-41;principal balance at date of death 73,805.00 $73,805.00;accrued interest$0.00 Members 1st Federal Credit Union-CD#3647-43;principal balance at date of death 66,000.00 $65,000.00;accrued Interest$0.00 Members 1st Federal Credit Union-CD#364748; principal balance at date of death 35,188.48 $35,188.48;accrued interest$0,00 Members 1st Federal Credit Union-CD#364749; principal balance at date of death 74,564.04 $74,564.04;accrued interest$0.00 MetLife-Total Control Account No.4053301765; principal balance at date of death 923.00 $923.00 Metro Bank-Savings Account No.480002150;date of death value$24,099.73 24,099.73 Mid Penn Bank-CD#309002329;principal balance at date of death$38,469.23;accrued 38,51117 interest$15.04 Mid Penn Bank-CD#309002921;principal balance at date of death$46,751.92;accrued 46,819.59 interest$67.67 Mid Penn Bank-CD#309002923; principal balance at date of death$86,231.32;accrued 86,364.72 interest$133.40 Mid Penn Bank-CD#309002971; principal balance at date of death$20,779.67;accrued 20,781.63 interest$1.96 Mid Penn Bank-CD#309003058;principal balance at date of death$35,000.00;accrued 35,007.16 interest$7.16 Millville Mutual Insurance Company-Refund of homeowner's insurance premium 602.00 -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-12-0991 DATE OF DEATH LAST RESIDENCE 1 Wayne Circle DECEDENTS SOC.SEC.NO 09101/1, 1 2 Camp Hill, PA 17011 New York Life -Annuity payment 188.90 New York Life Annuity -Policy No. 75616293; closeout value used. Date of death 13,605.76 balance was requested,but never received. Orrstown Bank-CD#4000027846; principal balance at date of death$60,000.00; 60,009.05 accrued interest$9.05 Orrstown Bank-CD#4000033635;principal balance at date of death$93,000.00; 93,025.48 accrued interest$25.48 Orrstown Bank-CD#4000034579;principal balance at date of death$$20,745.87; 20,747.01 accrued interest$1.14 Orrstown Bank-CD#4000035061;principal balance at date of death$31,288.93; 31,29105 accrued interest$4.12 PA American Water-Refund 20.03 PNC Bank-CD#11020043316; principal balance at date of death$40,000.00;accrued 40.006.28 interest$6.28 PNC Bank-Checking Account No.5004116257; principal balance at date of death 5,173.61 $5,173.59;accrued interest Susquehanna Bank-Checking Account No.13513568;principal balance at date of 100.38 death$100.38; accrued interest$0.00 Susquehanna Bank-CD#3000023248;principal balance at date of death$30,667.08; 30,675.78 accrued interest$8.70 Susquehanna Bank-CD#40340001835; principal balance at date of death$25,758.74; 25.759.89 accrued interest$1.15 Susquehanna Bank-CD#403500002304;principal balance at date of death 100,024.59 $100,000.00;accrued Interest$24.59 -4- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTYOF Cumberland } SS File Number 21-12-0991 DATE OF DEATH LAST RESIDENCE 1 Wayne Circle DECEDENT'S SOG.SEC.N0. 09/01/2012 Camp Hill, PA 17011 Wells Fargo-Checking Account No.xxx6080;principal balance at date of death$5.00; 5.00 accrued interest$0.00 Wells Fargo-CD#xxx7544;principal balance at date of death$37,146.02;accrued 37,146.07 interest$0.05 Wells Fargo-CD#xxx8625; principal balance at date of death$65,000.00;accrued 65,019.95 interest$19,95 Total Cash 1,831,326.27 Personal Property Personal Property-sold at auction 7,220.50 Personal Property -retained by Bruce and Naomi Speirs,per appraisal 145.00 Total Personal Property 7,365.50 Stocks/Listed 352.0000 shares Exxon Mobil Corporation-Stack 30,712.00 2,490.0000 shares Franklin Templeton Investments-Franklin PA Tax-Free Income A 27,240.60 Vanguard-Wellington Fund INV 0021-04743000017 11,054.33 Total Stocks/Listed 69,006.93 -5- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-12-0991 DATE OF DEATH LAST RESIDENCE 1 Wayne Circle DECEDENTS SOC.SEC.NO 09/01/2012 Camp Hill, PA 17011 Real Fc_tafa Real Estate-All that certain piece or parcel of real estate having erected thereon a 75,000.00 dwelling house being known and numbered as 1 Wayne Circle, Camp Hill, PA 17011. Total Real Estate 75,000.00 -6-