HomeMy WebLinkAbout06-03-15 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND SS File Number 21 14 0942
Personal Representative(s)of the Estate of CHARLES E LAVERTY JR
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 Pennsyl\ -iia of -id Decedent,that the valuation placed opposite each item of said
inventory represents its fair value as of the date of the dece& `';dea,' and that Decedent owned no real estate outside of the
Commonwealth of Pennsylvania except that which appears in a 7.^.mora `, m at the end o:Fthis in ntory.
1 verify that the statements made in this Inven-
tory are true and correct. I understand that false state-
mentsI
herein are made subject to the penalties of
18 Pa. C.S. §4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) DAVID H STONE, ESQUIRE (Supreme Court I.D. No.) 39785
(Address) 414 BRIDGE STREET P.O. BOX E NEW CUMBERLAND PA 17070-
(Telephone) (717) 774-7435
DATE OF DEATH LAST RESIDENCE DECEDENTS SOC.SEC.NO.
824 LISBURN ROAD
9/9/2014 CAMP HILL PA 17011-
FIGURES MUST BE TOTALED � C_ o
HB McClure-refund check received 17
i r3 99.00
,- ter ; w �
Members 1st FCU-Cert of Deposit#281995-40 Z3
Princ$20,000, Int$4.82 Rollover from 3-21-2009 = C-'
►—� r rr,
C3
Members 1 st FCU-Cert of Deposit#281995-40-Accrued Int CX:) 4.82
Members 1st FCU-Cert of Deposit#281995-41 15,000.00
Princ$15,000.00, Int$7.17
Members 1st FCU-Cert of Deposit#281995-41 -Accrued Int 7.17
Members 1 st FCU-Cert of Deposit#281995-42 26,002.38
Princ$26,002.38, Int$5.13
Members 1st FCU-Cert of Deposit#281995-42 -Accrued Int 5.13
(Attach additional sheets as needed)
TOTAL: 448,239.85
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. 10.13.06 A
Continuation of Inventory
CHARLES E LAVERTY JR 21 14 0942
Decedent Name Page 1 File Number
Description of Inventory
Members 1 st FCU-Cert of Deposit#281995-49 40,000.00
Princ$40,000.00, Int$13.06 Rollover from 9-21-2011
Members 1st FCU-Cert of Deposit#281995-49-Accrued Int 13.06
Members 1 st FCU-Savings Acct#281995-00 36.69
Miscellaneous deposit 28.97
ML-Cash Account 4,650.16
ML-GNMA 01-53 PM REMIC MultiClass CMO 276.41
ML-Lancaster PA NTS G/O $10000 Bond due 5-1-29 10,702.60
3802 shares ML-Pepco Holdings Inc stock @ $27.055 each 102,863.11
Nationwide Insurance-refund on homeowners ins 5.50
Net proceeds on personal property sold at auction 1,523.75
by Cordier Auctions on March 7, 2015
PA American Water-refund 4.42
PNC Bank-Cert of Deposit#11020047481 6,588.39
Princ$6,588.39, Int$.21
PNC Bank-Cert of Deposit#11020047481 -Accrued Int 0.21
PNC Bank-Checking Acct#5140301561 39,229.19
Princ$39,229.19, Int$.31
PNC Bank-Checking Acct#5140301561 -Accrued Interest 0.31
PPL Electric-refund received 21.28
Subtotal $ 205,944.05
Continuation of Inventory
CHARLES E LAVERTY JR 21 14 0942
Decedent Name Page 2 File Number
Description of Inventory
Property located at 262 Susquehanna Ave Enola, East Pennsboro Twp., Cumberland 64,000.00
County, PA sold to Charles A Wevodau on February 27, 2015
SecurChoice-Annuity held for preneed funeral expenses 7,883.00
Susquehanna Conference UMC-Acct#2-11584 82,541.60
8 Cert of Deposits totalling $82,541.60 with interest of$342.60 for all cd's (see attached copies)
Susquehanna Conference UMC-Acct#2-11584 -Accrued Interest 342.60
The Woods-refund on living exp at nursing home 3,396.59
US Treasury-CSA checks received 12,587.19
US Treasury-refund from dec 2014 1040 tax return 210.00
VA proceeds received 10,216.32
Subtotal $ 181,177.30