HomeMy WebLinkAbout08-11-14 INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland SS File Number 21-13-1066
Michael J. Wilt
Personal Representatives)of the Estate of Faye K. Demy
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 app rs in memorandum at the end of this inventory.
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state- Michael J. It
ments herein are made subject to the penalties of
18 Pa.C.S. §4904 relating to unsworn �-
authorities.
Attorney- (Name) James D. Hughes Esq. (Supreme Court LD,No.) 58884
(Firm) Salzmann Hughes, P.C.
(Address) 354 Alexander Spring Road�Suite 1, Carlisle PA 17015
(Telephone) 717-249.6333
DATE OF DEATH LAST RESIDENCE 119 Oriole Drive DECEDENT'S$00.SEC.N0. .
0 911 812 01 3 Carlisle, PA 17013
FIGURES MUST BE TOTALED
Personal Property ;133 3.
L�
Cash............................................................................................... C33mTCt . iF065.7g i
Personal Property........................................................................ ta.: 40;439.65^_ -'
J
Stocks/Listed................................ .................................... ......... cat-;."' 1047.153.96- -n
Stocks/Closely Hel d.... .. .................................... ,=
..........................
c 31
Bonds............................................................................................ -o.. 15,*,80�n
Mutual Funds............................... _.t
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ 165,955.20
Total Rea! Property.................. ...........................
Total Personal and Real Property........................ 165,955,20
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 n W-09 Rev.10-13-2006 \y�
INVENTORY
REGISTER OF WILLS OF ____CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTYOF Cumberland } SS File Number 21-13-1066 _
DATE OF DEATH LAST RESIDENCE 119 Oriole Drive DECEDENT'S SOC,SEC.NO.
09118/2013 Carlisle, PA 17013 t
CaSb
AT&T-replacement of uncashed dividend checks 22.50
AT&T-replacement of uncashed dividend checks 183.60
AT&T-replacement of uncashed dividend check 3.52
AT&T Inc-held in Computershare Account No.C0003325741 -replacement of 52.65
uncashed dividend checks
Cash 8.00
CenturyLink-record date 09106/2013; payable 09/19/2013 7.02
CenturyLlnk-replacement check for uncashed dividend checks 153.86
Comcast Corp(NEW)-payment for uncashed dividend checks between April 2008 and 173.57
April 2012
Commonwealth of Pennsylvania-2013 tax rebate 250.00
Metropolitan Life Insurance Company-Life Insurance Policy No. 129868529 paid to the 1,082.37
estate
The Bank of Landisburg-refund charge for checks ordered 21.49
The Bank of Landisburg,Checking Account No.0744875 446.70
United States Treasury-2012, 1040 income tax refund 628.00
United States Treasury-2013, 1040 income tax refund 520.00
UPRR Securities,LLC-payment of unclaimed accrued AT&T dividends 4,975.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate 165,955.20
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-13-1066
DATE OF DEATH LAST RESIDENCE 119 Oriole Drive DECEDENTS SOC,SEC,NO.
0 9/1 812 01 3 1 Carlisle, PA 17013 1
Vodafone Group-Computershare Account No.00000704121 -replacement of 517.44
uncashed checks
Vodafone Group-Computershare Account No. C0000704121 -replacement of 40.07
uncashed checks(exchange$11.23 and Cash in Lieu of Fractional Shares$28.84)
Total Cash 9,085.79
Personal proms
2005 Skyline Mobile Home -VIN AC4911027OTBA 39,000.00
Household goods 1,239.65
Total Personal Property 40,239.65
StockslL9stin
Securities held in Direct Registration Accounts:
50.0000 shares AT&T Inc-held in Computershare Account No.C2001930047-Corn 1.733.00
117.0000 shares AT&T Inc;held in Computershare Account No.C1003425807-Conn 4,055.22
408.0000 shares AT&T Inc;held in Computershare Account No.C3001580077 -Com 14.141.28
13.0000 shares CenturyLink-held in Computershare Account No.0200757376-Cam 420.70
157.0000 shares Comcast Corp(NEW)-Class A 6,938.62
222.0000 shares Frontier Communications -held in Computershare Account No.C0003643476- 966.81
Corn
464.0000 shares Verizon Communications Inc-held in Computershare Account No. 22,434.40
00006094741 -Conn
.2.
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS Re Number 21-13-1066
DATE OF DEATH LAST RESIDENCE 119 Oriole Drive DECEDENT'S SOD,SEC.NO.
09/18/2013 1 Carlisle, PA 17013
27.0000 shares Verizon Communications Inc-held in Computershare Account No. 1,305.45
09600355128-Com
57.0000 Vodafone Group-Computershare Account No. C0000704121 1,93144
Morgan Stanley Smith Barney Account No.410-059864
296.0000 shares AT&T Inc-Cam 10,259.36
464.0000 shares Verizon Communications Inc-Com 22,434.40
UPRR Securities{Unclaimed Property:
408.0000 shares AT&T Inc;UPRR Securities Unclaimed Property-Com 14,141.28
Total Stocks/Listed 100,76196
Ranrfiq
U.S. Savings Bonds:
U.S.Treasury-Series "E"and Series"EE"Savings Bonds -principal 3,425.00
Accrued interest on above item through date of death 12,440.80
Total Bonds 15,865.80
-3-