HomeMy WebLinkAbout05-24-06 (2)
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of CLARA D. PAUL
also known as
No. 00831 of 2005
Date of Death Seotember 1. 2005
Social Security No. 188-24-6745
, Deceased
I. Bernadette Paul. Personal Representative of the above Estate, deceased, verify that the items appearing in the following inventory
indude 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 Decedenfs death, and that
Decedent owned no real estate outside of the Common.....ealth of Pennsylvania except that which appears in a memorandum at the end
of this inventory.
I verify that the statements made in this Inventory are true and correct. I understand that false statements herein are made subject to '
the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities.
Name of
Attorney:
1.0. No.:
Address:
Joanne E. Book, Esquire
82028
Rhoads & Sinon LLP, P.O. Box 1146
Harrisburg, PA 171~1146
(717) 233-5731
~~~7~Date 'f,;~~
~;~
Telephone:
Desaiption
Value
$ 1,387,862.31
See attachment
Total: $1,387,862.31
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal rep~ntative, incl
value of each item. but such figures should not be extended into the total of the Inventory. '
..-.')
602217.1
G.",,)
C-T'\
3:
Fg
C)
C)
='(J
I:::'.)
C-l
o
cj
: -=n
- -n
C)
_ iT1
)~
..--..~
-<
f',)
~
co
W
0"\
l
..-
Estate of Clara D Paul
Estate Inventory
Valued as of Date of Death
Cash & Cash Equivalents
Citizens Bank Certificate of Deposit
#6241-044449
Interest at Date of Death
Citizens Bank Checking Acct.
#610058- 792-4
$
Coins and currency, valued per
appraisal
Commerce Bank Checking Acct.
#5013204958
Interest at Date of Death
Commerce Bank Savings Acct.
#0616159474
Interest at Date of Death
Cortland General Money Market
Fund, Walnut Street Securities Acct.
#5W8-200987
Interest at Date of Death
Diocese of Harrisburg Savings Acct.
#01-36097
Interest at Date of Death
M&T Bank Checking Acct.
#67561934
Interest at Date of Death
PSECU Checking Acct.
#8006829520(S4 )
Interest at Date of Death
PSECU Savings Acct.
#8006829520(S 1 )
Interest at Date of Death
Page 1
(1)
120,087.39
62.65
6,962.77
161. 00
5,471.47
0.61
32,726.30
0.89
65,216.27
79.07
21,613.39
112.20
8,789.18
0.49
15,860.53
0.12
986.72
0.02
Page 2
(2)
, Estate Inventory (Continued)
No. of
Shares Stocks
800 Hewlett Packard Co
Common
New York Stock Exchange $ 22,108.00
3,200 Intel Corp
Common
NASDAQ Stocks 81,392.00
1,000 Johnson & Johnson
Common
New York Stock Exchange 63,310.00
Dividend at Date of Death 330.00
200 Lucent Technologies Inc
Common
New York Stock Exchange 614.00
120 Medco Health Solutions Inc
Common
New York Stock Exchange 5,901.60
300 Medtronic Inc
Common
New York Stock Exchange 17,124.00
800 Mellon Fin! Corp
Common
New York Stock Exchange 26,084.00
1,000 PNC Fin! Svcs Group Inc
Common
New York Stock Exchange 56,500.00
2,400 Sun Microsystems Inc
Common
NASDAQ Stocks 9,192.00
Total Stocks $ 634,227.90
Page 3
(3)
.. Estate Inventory (Continued)
Tangible Personal Property
1988 Buick sedan
Valued per sale proceeds . $ 7,300.00
Jewelry, watch and locket, valued
per appraisal 170.00
Household and personal articles 5,000.00
Total Tangible Personal Property $ 12,470.00
Miscellaneous
Walnut Street Securities, income
check issued before death $ 160.00
New York Life Insurance Company
Group Life Insurance
Beneficiary: Estate of Clara D. Paul 2,521.77
Penn Treaty Network America
Insurance Company
Beneficiary: Estate of Clara D. Paul 1,951.04
QTIP Trust B under the Will of Paul
E. Paul. Accumulated income to
date of death. 419.40
Refund, accidental death policy
prermum 17.24
Refund, Bank of America credit
card 474.26
Refunds, credit card ($19.90) and life
insurance premium ($6.82) 26.72
Refund, Adams Respiratory
Therapeutics 2.00
Refund of Federal taxes on final
1040 5,457.00
Page 4
(4)
..' Estate Inventory (Continued)
Miscellaneous
Social Security check for August $ 1,586.00
Total Miscellaneous $ 12,615.43
Real Property
Residence, 721 Hilltop Drive, Drexel
Hills, Borough of New Cumberland,
Cumberland County, P A, Map
Reference 26-24-0809-437, Census
Tract 107 $ 220,000.00
Total Real Property 220,000.00
No. of
Shares Mutual Funds
1,402.749 Aim Equity Fds Inc
Constellation $ 32,936.55
2,019.075 Eaton Vance Mut Fds Tr
Txmgd Gr 1.1 A 46,115.67
3,096.452 Emerald Mut Fds
Homest Pa Gr A 41,306.67
2,104.397 Putnam Invt Fds
Grwth Opptys A 27,441.34
2,421.977 Rs Invt Tr
Growth Fd 43,329.17
Total Mutual Funds 191,129.40
Total Inventory $ 1,387,862.31
Page 5
(5)