HomeMy WebLinkAbout11-10-08INVENTORY
RIEGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
ROBERT W. FRANTZ
CUMBERLAND COUNTY, PENNSYLVANIA
File Number 2008-00674
Personal F:epresentative(s) of the Estate of PHYLLIS B. FRANTZ
deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever
situate artd all of the real estate In the Commonwealth of Pennsylvania of saki 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 his inventory.
I verify that the statements made in this Inven- ~ '
tory are true and correct. I understand that false state- - ~~" ~ _ !/' ~~ -~U~
ments herein are made subject to the penalties of OBER W. FRANTZ
18 Pa.C.,3. § 4904 relating to unsworn falsification to } --- - --- - - ---- --
authorities.
L
Attorney ••- (Name) ESQUIRE
ONAR ~TNER (Supreme Caur~tA:-~Vo.) ~ 068-59
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(Firm)
BOSWELL, TINTNER, PICCOLA
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(Address)
FRONT STREET/PO BOX 741
315 N .
,HARRISBURG, PA 17108-U74T. `+'
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(Telephone)
717-236-9377
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DATE OF DEATH LAST RESIDENCE g13 ACRI ROAD DECEDENT'S SOC. ~ NO.
12-3618"'
159
05114/:?008 MECHANICSBURG, PA 17050 -
FIGURES MUST BE TOTALED
Personal Property
Cash ...............................................................................................
Personal Property .........................................................................
Stocks/Listed .................................................................................
Stocks/Closely Held ......................................................................
Bonds .............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable ................................................
All Other Property .........................................................................
Total Personal Property .........................................
Total Real Property ................................................
Total Personal and Real Property ...................
243,098.36
6,250.83
496,843.56
746,192.75
746,192.75
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 Re~.io-ts-zoos
INVENTORY
RIEGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 2008-00674
DATE OF DEATH LAST RESIDENCE g13 ACRI ROAD DECEDENT'S SOC. SEC. NO.
05/14/2',008 MECHANICSBURG, PA 17050 159-12-3618
Cash
AARP -REFUND OF PAYMENT
FIDELITY INVESTMENTS -ACCOUNT #X09-160628
FIDELITY INVESTMENTS -IRA ACCOUNT #2BK-476358
UBS FINANCIAL SERVICES INC -UBS CASH FUND INC
UBS FINANCIAL SERVICES INC -UBS BANK USA DEP ACCT
Total Cash
Stock /Listed
4iD2.5000 shares WACHOVIA SECURITIES - WACHOVIA CORPORATION STOCK
Total Stock /Listed
Bond
MERRILL LYNCH -Georgia Municipal Electric Power Bond
MERRILL LYNCH -AIM Select Real Estate Income Fund Class A
MERRILL LYNCH -Fidelity Advisor Series II
MERRILL LYNCH -Fidelity Advisor Series II
MERRILL LYNCH -Fidelity Advisor Municipal
MERRILL LYNCH -John Hancock Investment Trust II
168.25
229,385.39
11,505.94
1.696.98
341.80
243,098.36
6,250.83
6,250.83
5, 515.95
15,926.96
9,585.50
15,424.83
25,241.60
18,081.96
(Attach additional sheets if necessary) Total Personal Property and Real Estate 746,192.75
INVENTORY
RIEGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 2008-00674
GATE OF DEATH LAST RESIDENCE g13 ACRI ROAD DECEDENT'S SOC. SEC. NO.
05/14/i!008 MECHANICSBURG, PA 17050 159-12-3618
MERRILL LYNCH -John Hancock Investment Trust II 4,198.90
MERRILL LYNCH -Blackrock Muncipal Insured Fund
MERRILL LYNCH -Blackrock Total Return Fund
MERRILL LYNCH -Blackrock Municipal Bond Fund
22,689.2510 UBS FINANCIAL SERVICES INC -UBS PACE MUNICIPAL FIXED INCOME
INVESTMENT
4.0000 UBS FINANCIAL SERVICES INC -UBS PACE MUNICIPAL SR BOND TRUST
WACHOVIA SECURITIES -ATLANTA GA AIRPORT REV RF GN SER A
Total Bond
50,027.76
40,411.20
776.69
279,531.57
639.84
31,480.80
496,843.56
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