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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 `"'' �� � G O m -9 � '�"3 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 � � 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 -2- 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 -3- 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 -4- 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 -5-