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Home My WebLink About03-03-14 (2) INVENTORY REGISTER OF WILLS OF —CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-13-0724 Ss -_ 11 n, Margie H.Fealtman Ri mer. Personal Representative(s)of the Estate of Paxton G.Wolfe '+m t co 5., �CSr, deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the persorpiya5sets wh ver situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuation d oppo eacR!_ E item of said inventory represents its fair value as of the date of the decedent's death,and that Decedent o ale me real eSto r- m outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of td inventory. a' I verify that the statements made in this Inven- -111 m, rd saamlaft& tory are true and correct. I understand that false state- Margie'H. Fealtman ments herein are made subject to the penalties of 18 Pa.C.S.§4904 relating to unsworn falsification to authorities. Attorney— (Name) James D. Bogar (supreme court l.D.No.) 19475 (Finn) Bogar& Hipp Law Offices (Address) One West Main Street,Shiremanstown PA 17011 (Telephone) (717)737-8761 DATE OF DEATH LAST RESIDENCE 119 Lancaster Boulevard DECEDENT'S SOC.SEC.NO, 06112/1 Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED Personal Property Cash............................................................................................... 1,345,951.85 Personal Property........................................................................ 4,974X0 Stocks/Listed................................................................................ 1,375,507.95 Stocks/Closely Held..................................................................... Bonds............................................................................................ 122,880.87 Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... AllOther Property........................................................................ Total Personal Property........................................ 2,849,314.67 Total Real Property................................................ 167,000.00 Total Personal and Real Property.,•..................... 3,016,314.6 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 `L / INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-13-0724 DATE OF DEATH LAST RESIDENCE 119 Lancaster Boulevard DECEDENTS SOC.SEC.NO 06/12/2013 Mechanicsburg PA 17055 Cash AAA-Refund 65.83 Discover Bank-Money Market Account No.XXXXX5857. Date of death balance - 247,731.83 $247,731.83 John Hancock-Long Term Care Refund 1,209.03 M&T Bank-Checking Account No.99897288. Principal balance at date of death 6,840.62 $6,840.59;,accrued interest$0.03. M&T Bank-Savings Account No. 15004211211343. Principal balance at date of death 241,887.44 $241,857.40;accrued interest$30.04. M&T Bank-Certificate of Deposit No.31003918743070. Principal balance at date of 44,935.94 death$44,903.94;accrued interest$32.00. M&T Bank-Certificate of Deposit No.3100391874297. Principal balance at date of 20,218.40 death$20,201.57; accrued interest$16.83. M&T Bank-Certificate of Deposit No.31 003 91 5936230. Principal balance at date of 5,702.39 death$5,693.72;accrued interest$8.67. r Manor Care-Patient Care Refund 444,00 Manor Care Carlisle-Refund - 4,319.00 Members list Federal Credit Union -Regular Savings Account No.455623-00. Principal 5.04 balance at date of death$5.04;accrued interest$0.00 Members 1st Federal Credit Union -Investment Savings Account No.455623-05. 217,116.28 Principal balance at date of death$217,096.65;accrued interest$19.63. Orrstown Bank-Money Market Account No. 149000039. Principal balance at date of 87,442.28 death$87441.32;accrued interest$0.96. (Attach additional sheets if necessary) Total Personal Property and Real Estate 3,016,314.67 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTYOF Cumberland } File Number 21-13-0724 DATE OF DEATH LAST RESIDENCE 119 Lancaster Boulevard DECEDENTS SOC.SEC.NO. 06/12/2013 Mechanicsburg, PA 17055 Orrstown Bank-Certificate of Deposit No.4000045588. Principal balance at date of 30,355.11 death$30,350.45;accrued interest$4.66. Orrstown Bank-Certificate of Deposit No.4000045739. Principal balance at date of 54,798.66 death$54,793.86;accrued interest$4.80. PNC Bank-Savings Account No.5004713799. Principal balance at date of death 189,952.02 $189,939.89;accrued interest$12.13. Sovereign Bank-Money Market Account No. 1681728761. Principal balance at date of 192,927.98 death$192,894.16;accrued interest$33.82. - Total Cash 1,345,951.85 Personal Property 2000 Saturn-VIN#1 G8ZH5286YZ264793. Sold at private sale. 2,000.00 Personal Property-sold at yard sale 1,974.00 Silverware-per attached appraisal 1,000.00 Total Personal Property 4,974.00 Stocks/Listed 1,000.0000 shares American Electric Power Co., Inc. 45,590.00 275.0000 shares Banco Santander 1,949.75 2,000.0000 shares Dominion Resources,Inc. - 111,100.00 2,000.0000 shares Exelon Corporation 61,840.00 Federated -Municipal Securities Fund 13,875.46 -2- INVENTORY REGISTER OF WILES OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss File Number 21-13-0724 DATE OF DEATH LAST RESIDENCE 119 Lancaster Boulevard DECEDENTS SOC.SEC,NO, 06112/2013 Mechanicsburg, PA 17056 2.000.0000 shares FirstEngery Corp. 76.640.00 905.0000 shares FNB Corporation 10,28$.85 Janney Montgomery Scott-Account No.8807-9230. Balance at date of death 460,162.47 $455,007.55;accrued interest/dividends$5,154.92 67.0000 shares MetLife 2,992.89 1,057.6693 shares National Grid 61,87165 290.0000 shares Niagra Mowhawk Power Corporation 29,000.00 1,506.0000 shares Northwest Utilities 62,145.00 Oppenheimer Funds-Account No.00740700279334. 13,033.37 55.0000 shares PECO(Exelon) 5,610.00 1,500.0000 shares Pepco Holdings,Inc. 30,240.00 2,500.0000 shares PH Glatfelter 65,300.00 4,000.0000 shares PPL Corporation 115,120.00 Vanguard 106,115.91 Wells Fargo Advisors-Account No.16265856. Date of death balance$102,629.50. 102,629.60 Total Stocks/Listed 1.375,507.95 139J: d 31 Series I US Savings Bonds-value per attached. 69,430.92 -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-13-0724 DATE OF DEATH LAST RESIDENCE 119 Lancaster Boulevard DECEDENTS SOD,SEC.NO 0 611 212 01 3 Mechanicsburg, PA 17055 9 Series EE and E US Savings Bonds-value per attached. 23,226.60 M&T Securities -Center County Hospital Authority Bond 10,223.35 Somerset County Hospital Authority Bonds-2 bonds with face values of$5,000.00 10,000.00 each Union County Hospital Authority Bonds-2 bonds with face values of$5,000.00 each 10,000.00 Total Bonds 122,860.87 i Real Estate ' Real Estate-All that certain piece or parcel of real estate having erected thereon a 1.67,000.00 dwelling house being known and numbered as 119 Lancaster Boulevard, Mechanicsburg, Pennsylvania. The property was acquired by Paxton G.Wolfe and Margie F.Wolfe, husband and wife, by Deed dated November 12, 1974 and recorded November 12, 1974 in the Cumberland County Recorder of Deeds Office. A copy of said Deed is attached hereto and incorporated herein. The said Margie F.Wolfe died November 3,2007,whereupon full and complete title the to within described real estate became vested solely in Paxton G.Wolfe,the Decedent herein. The above-described real estate was sold pursuant to an Agreement of Sale dated October 21,2013,a copy of which is attached hereto and incorporated herein. Final settlement took place on November 8, 2013. 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$167,000.00. Total Real Estate 167,000.00 I -4-