HomeMy WebLinkAbout05-23-14 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } ss File Number 21-13-0299
Michael S. Salisbury
Personal Representative(s)of the Estate of Lydia Ann Salisbury
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 decedent's death,and that-Decedent owned no real estate
outside of the Commonwealth of Pennsylvania except that which ars in a memorandum at the end of this inventory.
1 verify that the statements made in this Inver- f
tory are true and correct. I understand that false state- Mito S. li tff rn rn
ments herein are made subject to the penalties of U 3- � o
18 Pa.C.S. §4904 relating to unsworn falsification to rn
authorities. a rn N
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Attorney-- (Name) George F Douglas, III Esq. (Suprem€-2ogI.D. No.) 6}866
(Firm) Salzmann Hughes, P.C. -_� r—
(Address) 354 Alexander Spring Road, Suite 1, Carlisle, PA 17015 m ��
(Telephone) 717-249-6333
DATE OF DEATH LAST RESIDENCE 1 Longsdorf Way DECEDENT'S SOC.SEC.NO.
02128/2013 Carlisle, PA 17015
FIGURES MUST BE TOTALED
Personal Property
Cash............................................................................................... 520,929.42
Personal Property........................................................................
Stocks/Listed................................................................................
Stocks/Closely Held.....................................................................
Bonds............................................................................................
MutualFunds................................................................................ 74,305.11
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ 595,234.53
Total Real Property................................................
Total Personal and Real Property ......................
p Y•• � 595,234.53:
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
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTYOF Cumberland } 36 File Number 21-13-0299
DATE OF DEATH LAST RESIDENCE 1 Longsdorf Way DECEDENTS SOC.SEC.NO.
02/2812013 Carlisle, PA 17015
�c3S�3
Commonwealth of PA-2013,PA40 income tax refund 284.40
Diakon Lutheran Social Ministries-refund 15.00
Highmark-refund 424.90
Highmark-refund 65.10
HMA Physician Management-refund 147.00
L.L. Bean -refund 43.44
RiverSource Life Insurance Co.-refund 1,264.56
Cash Accounts
M&T Bank, Checking Account No. 14297043 30,361.73
Accrued interest on above item through date of death 0.12
Morgan Stanley Account No.410.895354.012-Cash 17,092.71
Morgan Stanley Account No.410-895354-012 -Certificates of Deposit
40,000.0000 BMW Bank of North America Utah; 1.25%-dated 12/1012012;due 2128/2013;rate 125% 40,312.50
Accrued interest on above item through date of death 109.59
41,000.0000 Discover Bank;Certificate of Deposit;.8%-dated 1211312012;due 1 212 812 01 3;rate.8% 41,140.94
Accrued interest on above item through date of death 69.19
(Attach additional sheets if necessary) Total Personal Property and Real Estate 595,234.53
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 21-13.0299
DATE OF DEATH LAST RESIDENCE 1 Longsdorf Way OECEOENT'S SOC.SEC.NO.
0212812013 Carlisle, PA 17015
38.000.0000 Discover Bank;Certificate of Deposit; 1.15%-dated 02/22/2013;due 02/28/2013; rate 38,201.88
1.15%
Accrued interest on above item through date of death 7.18
41,000.0000 GE Capital Retail Bank; Certificate of Deposit; 1.1%-dated 06/08/2012; due 6/08/2015; 41,153.75
rate 1.1%
Accrued interest on above item through date of death 98.85
50,000.0000 GE Capital Retail Bank;Certificate of Deposit; 1.45%-dated 12/2112012; due 50,546.88
02/2812013; rate 1.45%
Accrued interest on above item through date of death 258.22
37,000.0000 Goldman Sachs Bank; Certificate of Deposit; .9%-dated 081222012; due 08/22/2014; 37,080.94
rate .9%
Accrued interest on above item through date of death 5.47
76,000.0000 Goldman Sachs Bank; Certificate of Deposit; .95%-dated 02/29/2012;due 03/02/2015; 76,142.50
rate .95%
75,000.0000 Metlife Bank; Certificate of Deposit; 1.3%-dated 10/13/2010; due 10/15/2013; rate 1.3% 75,515.63
Accrued interest on above item through date of death 368.63
35,000.0000 Ally Bank Midvale Utah, Certificate of Deposit; .9%-dated 12/1912012; due 12/21/2015; 35,043.75
rate .9%
Accrued interest on above item through date of death 61.27
35,000.0000 Ally Bank Midvale Utah, Certificate of Deposit;.7%-dated 12/1912012; due 12/19/2014; 35,065.63
rate .7%
Accrued interest on above item through date of death 47.66
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 21-13-0299
DATE OF DEATH LAST RESIDENCE 1 Longsdorf Way DECEDENT'S SOC,SEC.NO.
02/28/2013 Carlisle, PA 17015
Total Cash 520,929.42
Mutual Funds
Morgan Stanley Account No 410-895354-012-Mutual F nds
1,682.2910 shares American Inc. Fund of America CL C 31,189.68
949.2610 shares Legg Mason Global Asset Management Tr,CL C 43,115.43
Total Mutual Funds 74,305.11
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