HomeMy WebLinkAbout10-16-07
INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYL V ANlA
COUNTY OF
} SS
File Number 2005-00997
Personal Representative(s) of the Estate of Carl E. Smith
deceased, depose( s) and say( s) that the items appearing in the following inventory include all of the personal assets wherever situate
and all ofthe 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
-I
c:;-.
18 Pa.C.S. S 4904 relating to unsworn falsification to
authorities.
~f
Attorney __ (Name) Debra K. Wallet
(Address) 24 North 32nd St., Camp Hill, PA 17011
(Telephone) (717) 737-1300
(Supreme COllY i1. No.) 2.3989
~,./'
~
DATE OF DEATH
I LAST RESIDENCE
6200 Wertzville Road, Enola, P A 17025
I FIGURES MUST BE TOTALED I
DECEDENT'S SOC. SEC. NO.
October 28, 2005
198-22-9630
22,133.00
7,943.00
24,368.00
20,527.00
12,333.00
11 ,991.00
12,225.00
3,200.00
100.00
4,100.00
153,000.00
38.00
26.00
Citizens Bank Checking Acct. #610-0686647
Citizens Bank Savings Acct. #614-0162297
Bank of Landisburg Checking Acct. #2644177
Bank of Landisburg CD #700012821 plus accrued interest
Bank of Landisburg CD #700012494 plus accrued interest
Bank of Landisburg CD #700012471 plus accrued interest
2005 Mercury Sable sedan
1999 Ford Econoline Cargo Van
Hull Trailer
Miscellaneous household items
Real estate located at 6200 Wertzville Road, Enola, P A
Advance Publications refund
Patriot News refund
SEE LIST OF STOCKS ON REVERSE
1,540,985.00
(Attach additional sheets as needed)
TOTAL:
1,812,969.00
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. J 330J(b))
Form RW-09 rev. 10./3.06
cJ
Inventory of the Estate of Carl E. Smith
(Page 2)
Stocks:
Smith Barney Citigroup
Acct. #724-03837-16$3.00
Acct. #724-08770-1414,100.00
1,700 shares Exxon MobIl Corp. .
4,900 shares Exxon Mobil Corp.
338.5 shares Franklin PA Tax Exempt
100 shares Johnson & Johnson
10,000 shares Bond-Montgomery Cty.
PA Higher Ed. 5% matures 6/1/28
Montgomery Cty. PA Higher Ed.
Accrued Interest
200 shares MGE Energy, Inc.
450 shares Erie Indemnity Co.
600 shares UGI Corporation
400 shares CVS Corporation
8,338 shares Exxon Mobil Corp.
1,058 shares PPL Corporation
24 shares Medco Health Sol., Inc.
200 shares Merck & Co.5,477.00
109,293.9 shares Morgan Stanley
Liquid Assets Fund
Oppenheimer & Co. A09-0019777-128
6,132 shares Exxon Mobil Corp.
23,078 shares Liquid Money Fund
2,359.219 shares Vankampen US
Mortgage Class A
6,242.433 shares John Hancock
Tax Free Bond Fund
495 shares ACM Income Fund, Inc.
95,727.00
275,919.00
3,507.00
6,295.00
10,138.00
204.00
6,700.00
23,704.00
13,878.00
9,946.00
464,427.00
32,131.00
1,333.00
109,294.00
345,293.00
23,078.00
32,132.00
63,610.00
4,089.00
$1,540,985.00