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INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNlY, PENNSYLVANIA
2001 AUG -9 PM 3: 46
t021
File Number 2006-0~
rl FRK OF
Or,PH/lll'S COURT
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
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Personal Representative(s) of the Estate of Lloyd J. Heffelfinger, 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 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 appears in a memorandum at the end of this inventory.
E H /-1.)1f-, tf.CCi<--fflX
I verify that the statements made in this Inven- }
tory are true and correct. I Wlderstand that false state-
ments herein are made subject to the penalties of
18 Pa.C.S. ~ 4904 relating to Wlswom falsification to
authorities.
Attorney __ (Name) Robert L. Keuch, Esq. ~~ L-~ .. _
(Address) 615 Devonshire Drive, Carlisle, PA 17013
(I'elephone) 717249 8433
(Supreme Court J.D. No.) 34992
DATE a: DEATH
LAST RESIDENCE
DECEDENT'S SOC. SEC. NO.
1110912006
90 East Ridge Street, Carlisle, P A 17013
I FIGURES MUST BE TOTALED I
159-24-8641
REAL ESTATE OWNED IN PENNA.
Decedenfs residence at 90 East Ridge Street, Carlisle, PA 17013
STOCKS AND BONDS
Various securities held in Citibank AccoWlt 73H-01628-13-SLP at Citigroup, Smith, Barney,
419 Village Drive, Carlisle, PA 17015.
127,000.00
325,369.63
22 Shares, Met Life, Mellon Investor Services, P.O. Box 4420, S. Hackensack, N.J. 07606
1,340.28
AIM Treasury Fund Acct. # 1000096487, Financial Network. Invest Corp. 5 Kacey Cowt Suite 101,
Mechanicsburg,PA.17055-9220
CASH AND BANK DEPOSITS
Checking Account #146000749, Orrstown Bank, 22 South Hanover St., Carlisle,P A 17013
Bank Deposit Program Acct.#734-01628-13-SLP, Citibank, Smi~ Barney (address as above)
Cash on hand
TOTAL FROM Page TWO
4,373.22
21,208.24
9,426.02
588.00
71,981.48
(AtttIC" tIIlIlitionlll s"eets tIS needed)
TOTAL:
561,286.87
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. 93301(b))
Form RW-09 rev. 10.13.06
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Estate of Lloyd J. Heffelfinger, Jr.
INVENTORY (pAGE TWO)
REGISTER OF WILLS OF CUMBERLAND COUNTY
File Number: 2006-01207
MISCELLANEOUS PERSONAL PROPERTY:
Personal Vehicle 2005 Ford Firestar SE SUV
Model Train Collection
7 Hunting Rifles
Miscellaneous personal property including home furnishings, tool, clocks, gun cases, table cloths and sheets,
a safe, books, garden tools and other personalty sold by Rowe's Auction Service, 2505 Ritner Highway, Carlisle
PA. 17015.
Prior to his death, decedendent had sold a larger number and greater variety of personal items
through Rowe's with the amount realized,$20, 811.00, deposited to the Orrstown Checking Account
listed above.
ACCOUNTS RECElV ABLES:
Social Security Check
Federai Income Tax Refund
State Income Tax Refund
Home Insurance Refund
Auto Insurance Refund
Medical Insurance Refund
Prescription Plan Refund
Phone Bill Refund
Oil Refund
Magazine Subscription Cancellation
Discover credit cover card cash back bonus
IRA Distribution, Western Southern Life Assurance CO.
IRA Distribution, AIG
IRA ACCOUNTS:
Contract # W 0020627789 Western Southern Life Assurance Co.
Contract# BX205483 AIG Annuity Insurance Company
Contract #000000238197185 Sovereign Bank
Contract # 818667211 Edward Jones Investments constituted of three Aemrican Funds
TOTAL FROM PAGE TWO:
. MEMORANDUM ITEMS:
Life Insurance Proceeds $13,723.50
Real Estate owned in Mexico (District of San Felipe, Baja California) $4000
17,500.00
2,700.00
1,130.00
3,057.25
743.00
1,230.00
265.00
351.00
471.00
95.79
57.23
22.71
988.80
28.72
140.00
323.42
781.60
6,849.93
15,224.56
4,215.42
15,806.05
71,981.48
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