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HomeMy WebLinkAbout05-31-13 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-12-00419 Steven M. Garvin Personal Representative(s)of the Estate of Ernest E. Garvin 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 valua W n placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that DecederL6wned no realll estatg � outside of the Commonwealth of Pennsylvania except that which pear,%s/I�n a orandum at the end,-vf tMs invent. rn M I verify that the statements made in this Inven- /=�2���G`L " p -"- C CQ a tory are true and correct. I understand that false state- Steven M. Garvin Y ments herein are made subject to the penalties of r -En, 18 Pa.C.S. §4904 relating to unsworn falsification to %z p authorities. �-, c 'D _,l I� rte` ITT co Attorney-- (Name) Erin J. Miller Esquire (Supreme Court/.D. AO 87457 (Firm) Elder Law Firm of Robert Clofine (Address) 120 Pine Grove Commons, York, PA 17403-5151 (Telephone) 717-747-5995 DATE OF DEATH LAST RESIDENCE 1348 Kiner Boulevard FIGURES MUST BE TOTALED Personal Property Cash............................................................................................... 250,290.83 Personal Property........................................................................ 6,595.00 Stocks/Listed................................................................................ 643,635.68 Stocks/Closely Held..................................................................... Bonds............................................................................................ 45,501.32 Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... AllOther Property........................................................................ Total Personal Property........................................ 946,022.83 Total Real Property................................................ 855,300.00 Total Personal and Real Property........................ 801,322.83 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)) n Form RW-09 Rev 10-13-2006 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTYOF Cumberland } SS File Number 21-12-00419 DATE OF DEATH LAST RESIDENCE 1348 Kiner Boulevard �c8S1] Affinion Group-ADBD premium #5164 refund 10.76 Affinion Group-ADBD premium #0310 refund 6.27 Capital Tax Collection Bureau-2011 personal income tax refund 43.00 Century Link-refund 35.62 Citizens Bank Checking Account No. 1351 7,351.57 Accrued interest on above item through date of death 0.16 Citizens Bank Checking Account No. 3457 22,422.12 Accrued interest on above item through date of death 0.92 Knights of Pythias Lodge#299 -dues refund&death benefit 150.00 Members 1st Federal Credit Union Certificate of Deposit No. 11-40 7,275.17 Accrued interest on above item through date of death 0.24 Members 1st Federal Credit Union Checking Account No. 11-11 22,381.87 Accrued interest on above item through date of death 0.19 Members 1st Federal Credit Union Investment Savings Account No. 11-05 51,474.84 Accrued interest on above item through date of death 1.81 Members 1st Federal Credit Union Savings Account No. 10-00 49.07 Members 1st Federal Credit Union Savings Account No. 11-00 17,081.90 (Attach additional sheets if necessary) Total Personal Property and Real Estate 1,801,322.83 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-12-00419 DATE OF DEATH LAST RESIDENCE 1348 Kiner Boulevard Accrued interest on above item through date of death 0.35 National Guardian Life Insurance Company Policy No.096U 10,098.36 Nestle -pension check for March 392.40 PA Department of Revenue-2011 personal income tax refund 233.88 PNC Bank Certificate of Deposit No. 1107 11,990.41 Accrued interest on above item through date of death 0.44 PNC Bank Certificate of Deposit No. 1234 11.890.60 Accrued interest on above item through date of death 0.44 PNC Bank Certificate of Deposit No. 1235 11,890.60 Accrued interest on above item through date of death 0.44 PNC Bank Certificate of Deposit No.4487 8,499.24 Accrued interest on above item through date of death 0.81 PNC Bank Certificate of Deposit No.4554 6.295.68 Accrued interest on above item through date of death 0.02 PNC Bank Checking Account No. 1395 100.17 PNC Bank IRA Account No. 3989 3.410.29 PNC Bank IRA Account No. 3990 1.126.82 PNC Bank IRA Account No. 3991 6,478.43 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTYOF Cumberland } SS File Number 21-12-00419 DATE OF DEATH LAST RESIDENCE 1348 Kiner Boulevard PNC Bank IRA Account No. 3993-Ernest's 2,480.55 PNC Bank IRA Account No. 6293 4,498.27 PNC Bank IRA Account No. 6356 3,848.09 PNC Bank Savings Account No. 2641 1,723.42 Accrued interest on above item through date of death 0.03 Quantum Imaging&Therapeutic Associates, Inc. -medical refund 3.05 Reamstown Insurance-refund of homeowners insurance for Kiner Blvd 402.00 RiverSource Annuity Contract No. 1064 27,099.44 The Prudential Insurance Company of America Policy No.4524 7,319.46 Time Warner Inc. -dividend replacement checks from 06115109 and 12109109 34.12 United States Treasury-2011 personal income tax refund 2,186.00 Blackrock Money Market Investor A 1.51 Total Cash 250,290.83 Personal Property Miscellaneous tangible personal property 6.595.00 Total Personal Property 6,595.00 Stocks/Listed 9.0000 shares AOL Inc. -Corn 160.29 -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-12-00419 DATE OF DEATH LAST RESIDENCE 1348 Kiner Boulevard 10.0000 shares Cumberland Valley Cooperative Association-Preferred 10.00 12,800.0000 shares Eaton Vance Corp-Com Non Vtg 363,488.00 7,465.7800 shares Eaton Vance Mutual Funds Trust-Strtg Income A 60,696.79 1,035.0000 shares Energizer Holdings Inc-Com 77,997.60 401.6460 shares General Mills Inc-Com 15,395.09 200.0000 shares General Mills Inc-Com 7,666.00 2,128.0000 shares Investors Financial Services Corp-worthless 0.00 300.0000 shares Loral Space&Communications Inc.-worthless 0.00 1,000.0000 shares Sequential Information Systems,Inc.-worthless 0.00 1,927.0000 shares State Street Corp-Com 80.883.42 105.0000 shares Time Warner Inc.-Com 3,883.56 Accrued dividend on above item through date of death 27.30 26.0000 shares Time Warner Cable-Com 2,046.95 Accrued dividend on above item through date of death 14.56 2,778.2210 shares Federated Income Securities Trust-MuniBstk ADV A 31,366.12 Total Stocks/Listed 643,635.68 RondS US Savings Bonds-271 Series EE 45.501.32 -4- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-12-00419 DATE OF DEATH LAST RESIDENCE 1348 Kiner Boulevard Total Bonds 45,501.32 Real Estate 1348 Kiner Boulevard, Monroe Township,Cumberland County, PA-single family 231,000.00 dwelling and lot 1356 Shuman Drive, Monroe Township,Cumberland County, PA-single family dwelling 359,000.00 and lot 1380 Shuman Drive, Monroe Township, Cumberland County, PA-36 acres 53,000.00 815 Meadow Lane, East Pennsboro Township, Cumberland County, PA-single family 212,300.00 dwelling and lot Total Real Estate 855,300.00 -5-