HomeMy WebLinkAbout06-14-13 INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OFPENNSYLVANIA
COUNTY OF CllmbeMafld } SS File Number 27-17-7090
AnnSargent Wooster —
Personal Representative(s)of the Estate of Alice H.Wooster C `"'' ��
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deceased,depose(s)and say(s)that the items appearing in the following inventory indude all of t a5 I asszeFs when,e�er
situate and all of the real estate in the Commonweallh of Pennsylvania of said Decedent,that the�u$Qo�plac�ppcCsRe�¢�ch
item of said inventory represents its fair value as of the date of ihe decedenfs death, and that Decde oypaed rc6 real es�taf�
outside of the Commonwealth of Pennsylvanla except that which a pears in a memorandum at t n� �ISis'nventory�
I verify that the statements made in this Inven- � � �
tory are true antl correct I understand that false state- 7 pnnSa ent Wo�� � °�—�'" 5
ments herein are made subject to the penalties of l �� � N !— �
18 Pa.C.S.§4904 relating to unswom falsification to J y�,. '�' � �
authorities. �
attonrey-- (Name) James D. Hughes Esq. (Supramecourt�.D. No.) 58884
�F��"� Salzmann Hughes, P.C.
(Add�sssf 354 Alexander Spring Road,Suite 1 Carlisle, PA 17015 -
(Telephone) 717-248-6333
DATEOfDEATH I.ASTRESIDENCE 6MooreCircle DECE�ENT'SSOQSEC.NO.
07/2512071 Carlisle PA 17015
FIGURES MUST BE TOTALED
Personal Property
Cash............................................................................................... 222,673.25
PersonalProperty........................................................................ 2,763.25
Stocks/Listed................................................................................ 2a8�675.26
StockslCbsely Held.....................................................................
Bonds............................................................................................ 6,061.70
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Totai Personal Property........................................ 48o,t�s.as
Total Real Property................................................
Total Personal and Real Pro e " ' '
p PtY........................ . „� 4$O�Y73.46_,
NOTE: The Memorantlum d reai estate oufsitle ihe Commonwealih of Pemsylvanla may at Ihe election of Ihe personal representative Indude ihe value M each
Hem,but such figures should not be exlentle0 into Me total of the Inventory,(See�10 Pa.C.S.§3301 @)) .
Form RW-09 Re�.�afa-za�a �
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTYOF Cumberland } SS FileNUmbe� 21-11-1090
DFTE OF OEATH LAST RESIDENCE 6 Moore Circle DECEDENTS SOG SEC.NO
07/25/2011 Carlisle PA 17015
Cash
Cumberland Crossinas-Soecific
Cumberland Crossings-equity remaining in cottage at 6 Moore Circle,South Middleton 144,269.10
Township, Carlisle, Cumberland County, PA
Tangible Personal Prooertv-Ann�ities -Resid�e
Tanaible Personal Prooertv-Bank Accounts-Residue
Tanai6le Personal Prooertv-Cash -Resid�e
Tanaible Personal Prooertv-Refunds -Residue
Columbia Strategic Income Fund-A Fund Account No.0716-00002564727 72.61
Eastman Chemical Company-replacement of uncashed dividend checks not found in 197.68
cotWge-residue
Government Employees Insurance Co.(GEICO) -refund 75.79
M8T Bank-refund of credit balance on M&T VISA credit card 94.97
MetLife ToWI Control Account No.4049761484 32,538.87
Accrued interest on above item through date of death 23.94
Nationwide Mutual Fire Insurance Co.-refund of unused premium � 136.00
Nationwide Mutual Fire Insurance Co.-refund 32.16
NiSource-replacement check for sale of NiSource shares on 1/30/2006 -residue 374.95
Pershing-refund 0.97
(Attach additional sheets if necessary) Total Personal Property and Real Estate 480,173.46
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 27-11-1090
DATE OF DEATH LAST RESI�ENCE 6 Moore Circle DECEDENTS SOC.SEC.N0.
07/25I2011 Carlisle PA 17015
River Source Life Insurance Company-payment 473.75
Senior Health Insurance Company-refund of unearned premium for long term care 2,910.53
policy
Sun Trust Bank, Interest Checking Account No.809180383 2,443.08
The Sentinel -refund 37.20
TIAA-CREF Annuity Contract Account No.A2750956-Beneficiary is the Estate 2,143.93
TIAA-CREF Annuity Contrect Account No. P1886758-Beneficiary is the Estate 4,908.55
Verizon Communications Inc. -replacement check for uncashed dividend of 6/1/2009- 70.46
residue
Beolacement of uncashed checks found in the Cottaae: �
Columbia Management Services, Inc.-replacement check for uncashed dividend check 15.71
dated 12/23/2008 found in the cottage
Columbia Management Services,Inc.-replacement check for uncashed dividend check 33.99
dated 12/22/2010 found in the cottage
Commonwealth of Pennsylvania-unclaimed property proceeds for uncashed checks 74,329.53
from various securities found in cottage
Eastman Chemical Company-replacement of uncashed dividend checks found in � 274.40
cottage
NiSource-replacement check for uncashed dividend checks dated 2/18/OS thru 17.48
11/18105 found in the cottage
State of Maryland -Treasurer's Office-unclaimed property proceeds for uncashed 137.26
dividends from American Airlines found in cottage
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-11-7090
DATE OF DEHTH LAST RESI�ENCE 6 Moore Circle DECEOENPS$OC.$EC.N0.
07125/2011 Carlisle PA 17015
State of Maryland -Treasurer's Office-unclaimed property proceeds for uncashed 8,346.64
checks from various securities found in cottage
SWte of Maryland-Treasurer's O�ce-unclaimed property proceeds for uncashed 8,775.00
check from sale of Continental Holdings,Inc.,which certificates were found in cottage
Verizon Communications Inc. -replacement check for uncashed dividend check dated 4.70
7/8/2010 found in the cottage
Total Cash 222,673.25
Personal Pronertr
Household furnishings-Cottaae
Household furnishings-taken in kind-specific(Cottage) 765.00
Household furnishings-at net proceeds of sale-specific(Cottage) 7,976.25
Tanaible Personal Prooertv-Jewelrv-Residue
at net proceeds of sale-residue
Jewelry in safe deposit box-at net proceeds of sale-residue 22.00
Total Personal Property 2,763.25
Stocks/Listed
Residue M&T Securities. Inc.Account No.AZD-153542
Residue Stock:
158.2540 shares Bristol-Myers Squibb Company 4,642.16
238.0000 shares Chevron 25,727.80
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
couNrroF Cumberland } ss FileNUmber 21-11-1090
DATE OF DEATH LAST RESIDENCE 6 Moore Circle DECE�ENT'S SOC.SEC.N0.
07/25/2011 Carlisle PA 17015
3,751.9663 shares CSX Corporetion 95,525.57
56.0000 shares Eastman Chemical Company-Book Entry-residue 5,840.80
179.1257 shares Frontier Communications Corporation 1,372.10
220.3340 shares Oppenheimer Pennsylvania Muni Class A-Residue 2,337.73
89.6079 shares Public Service Enterprise Group Incorporated 2,974.98
730.5674 shares Verizon Communications Inc. 26,461.15
291.0000 shares Zimmer Holdings, Inc. 18,111.84
Personal Prooertv Securities found inside Cottage located at 6 Moore Circle.Carlisle. �
PA;
5.0000 shares Angeles Partners IX-Certificate No.006870,dated 03/31/1980 found in Cottage- 0.00
Partnership was closed before death;therefore,there is no value
500.0000 shares Bristol-Myers Squibb Company 23,466.88
238.0000 shares Chevron 25,727.80
300.0000 shares CSX Corporation 7,638.00
56.0000 shares Eastman Chemical Company-Certificate found in cottage 5,840.80
225.0000 shares Eastman Kodak Company 524.25
75.0000 shares Public Service Enterprise Group Incorporated 2,490.00
Total Stocks/Listed 248,675.26
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
couNTV oF Cumberland } ss Fiie Number 27-11-1090
DATE OF OEATH LAST RESIDENCE 6 Moore Circle DECEDENTS SOC SEC.N0.
07/25/2011 Carlisle PA 17015
BondS
Residue Bonds:
338.4390 shares Columbia Strategic Income Fund-A Fund Account No.0716-00002564727 2,081.40
383.4590 shares Maryland Tax-Free Bond Fund,Account No. 521222312-3-This security is being 3,980.30
held with T. Rowe Price
Total Bonds 6,os1.7o
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