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HomeMy WebLinkAbout12-16-14 (3) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-13-1279 Thomas A. Oiler Personal Representative(s)of the Estate of V. Pauline Oiler 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 appeaLs in a 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- Tho as A. Oiler ments herein are made subject to the penalties of 18 Pa.C.S.§4904 relating to unsworn falsification to authorities. Attorney-- (Name) James D. Hughes Esq. (Supreme Court I.D.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 801 N. Hanover Street DECEDENT'S SOC.SEC.NO. 11/06/2013 Carlisle, PA 17013 FIGURES MUST BE TOTALED Personal Property_ Cash............................................................................................... 347,071.97 Personal Property........................................................................ 6,285.00 Stocks/Listed................................................................................ 368,767.48 Stocks/Closely Held..................................................................... Bonds............................................................................................ MutualFunds................................................................................ Partnerships and Sole Proprietorships ................... .................. _ Mortgages and Notes Receivable............................................... M M c� r*t All Other Property................................................................. ..... c? o Total Personal Property a z p Y........................................ t n rMTt ,124eA5n ;aa c s Total Real Property................................................ �' - %38210 V_" Total Personal and Real Property........................ ` 1 --t 858 50674 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 COUNTY OF Cumberland } SS File Number 21-13-1279 DATE OF DEATH LAST RESIDENCE 801 N. Hanover Street Ca3b Capital Blue-refund of unused premium 181.18 Cash on hand 44.00 Church of God Home, Inc. -refund 99.38 Commonwealth of Pennsylvania-2013,PA40 income tax refund 37.00 Humana-prescription drug cancellation refund 42.30 M&T Bank,Classic Checking Account No.431508 30,534.44 Morgan Stanley Cash Account No.410-893317 9,641.70 Ohio Casualty-refund of automobile unearned premium 308.00 The Sentinel-newspaper cancellation refund 26.09 Moraan Stanley.Account No.410-893317 45,000.0000 45 Goldman Sachs Bank USA NY,Certificate of Deposit-Interactive Data Corporation; 45,108.50 dated 02/29/2012;due 03/02/2015;rate 0.95% Accrued interest on above item through date of death 78.47 50,000.0000 50 Ally Bank Midvale Utah,Certificate of Deposit-Interactive Data Corporation; dated 50,129.45 12/05/2012; due 12/07/2015; rate 0.9% Accrued interest on above item through date of death 189.86 50,000.0000 50 Discover Bank,Certificate of Deposit-Interactive Data Corporation;dated 49,802.50 03/06/2013; due 03/07/2016; rate 0.8% (Attach additional sheets if necessary) Total Personal Property and Real Estate 858,506.45. INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-13-1279 DATE OF DEATH LAST RESIDENCE 801 N. Hanover Street DECEDENT'S SOC.SEC.NO. 11/06/2013 Carlisle, PA 17013 Accrued interest on above item through date of death 66.85 50,000.0000 50 GE Cap Bank Inc. Retail,Certificate of Deposit-Interactive Data Corporation; dated 50,070.65 01/21/2011; due 01/21/2014; rate 1.25% Accrued interest on above item through date of death 184.93 50,000.0000 50 Goldman Sachs Bank USA NY,Certificate of Deposit-Interactive Data Corporation; 49,913.15 dated 01/16/2013; due 01/19/2016; rate 0.9% Accrued interest on above item through date of death 139.32 60,000.0000 60 Goldman Sachs Bank USA NY,Certificate of Deposit-Interactive Data Corporation; 60,464.34 dated 11/02/2011; due 11/03/2014; rate 1.5% Accrued interest on above item through date of death 9.86 Total Cash 347,071.97 Personal Pro CJ rLV 2002 Volvo 5,535.00 Household furnishing taken in kind by Thomas A.Oiler 750.00 Total Personal Property 6,285.00 Stocks/Listed Morgan Stanley Account No.410-893317 4,172.0000 shares General Electric Co.-Com 111,454.98 2,300.0000 shares M&T Bank Corp.-Com 257,312.50 Total Stocks/Listed 368,767.48 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-13-1279 DATE OF DEATH LAST RESIDENCE 801 N. Hanover Street DECEDENT'S SOC.SEC.NO. 11/06/2013 Carlisle, PA 17013 Raal Estata Real estate situate at 1304 Spring Road,Carlisle, North Middleton Township, 136,382.00 Cumberland County, PA-Assessed value$140,600 x.97,Common Level Ratio= $136,382(Currently listed for sale at$129,900) Total Real Estate 136,382.00 -3-