HomeMy WebLinkAbout11-20-08 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 2008-00602
Scott H. Fisher and Nancy J. Fisher
Personal Representative(s) of the Estate of Joe H. Fisher
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 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 of this inventory.
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
/ ,~
Attorney - (Name)
(Firm)
(Address)
(Telephone)
Edward P. Seeber
(Supreme Court I.D. No.) 76084
James, Smith, Dietterick 8r Connelly, LLP
Suite C-400, 555 Gettysburg Pike, Mechanicsburg, PA 17055
717-533-3280
DATE OF DEATH
05/2312008 LAST RESIDENCE 52O St. Johns Drive
Camp Hill, PA 17011 DECEDENT'S SOC. SEC. NO.
356-16-5308
FIGURES MUST BE TOTALED n.a
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Personal Propertv t~
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Cash ........ .....................................................................................
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Personal Property ......................................................................... -
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....................... ..................................................
Stocks/Listed ,.
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J ~ ~' 64~2
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StockslClosely Held ...................................................................... :..~ ~ v ~ ~
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Bonds .............................................................................................
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Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable ...............................................
All Other Property .........................................................................
Total Personal Property .........................................
Total Real Property ................................................
Total Personal and Real Property .........................
74,608.92
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-O9 Rev. 10-13-2006
74,608.92
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INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
couNTY of Cumberland }
File Number 2008-00602
DATE OF DEATH LAST RESIDENCE 52O St. Johns Drive DECEDENTS SOC. SEC. NO.
05/23/2008 Camp Hill, PA 17011 356-16-5308
Cash
Bank of America Savings Account No. "4837 -valued per bank letter dated 9,909.23
9116108
Bank of America Savings Account No. *4837, accrued interest -valued per 2.57
bank letter dated 9116/08
Cash held by Wachovia Securities Account No. 2766-2966 -valued per 4.97
statement
Total Cash 9,916.77
Stock /Listed
200.0000 shares BAC Capital Trust X Corp Junior Subordindated held by Wachovia 4,534.00
Securities Account No. 2766-2966 -valued per statement
200.0000 shares BAC Capital Trust XII held by Wachovia Securities Account No. 4.824.00
2766-2966 -valued per statement
200.0000 shares Citigroup Capital XVI Enhanced Trust held by Wachovia Securities 4,346.00
Account No. 2766-2966 -valued per statement
200.0000 shares Fifth Third Capital Trust V held by Wachovia Securities Account No. 4,420.00
2766-2966 -valued per statement
200.0000 shares Ford Motor Credit Company LLC held by Wachovia Securities Account 3,400.00
No. 2766-2966 -valued per statement
200.0000 shares Kinder Morgan Energy Partners Unit Int LP held by Wachovia Securities 11,836.00
Account No. 2766-2966 -valued per statement 8~ public listing
(Attach additional sheets if necessary) Total Personal Property and Real Estate 74,608.92
INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY, PENNSYLVANIA
COUNTY OF Cumberland } File Number 2008-00602
DATE OF DEATH LAST RESIDENCE 520 St. Johns Drive DECEDENT'S SOC. SEC. NO.
05/23/2008 Camp Hill, PA 17011 356-16-5308
5,000.0000 shares Lehman Brothers Holdings Inc held by Wachovia Securities Account 4,147.15
No. 2766-2966 -valued per statement
200.0000 shares Prudential PLC Perpetual Subordinated Capital SEC held by Wachovia
Securities Account No. 2766-2966 -valued per statement
200.0000 shares Public Storage Series D Cummulative held by Wachovia Securities
Account No. 2766-2966 -valued per statement
200.0000 shares Royal Bank of Scotland Group PLC Ser M held by Wachovia Securities
Account No. 2766-2966 -valued per statement
200.0000 shares Thornsburg Mortgage Inc held by Wachovia Securities Account No.
2766-2966 -valued per statement 8~ public listing
400.0000 shares USB Capital VIII Trust Securities held by Wachovia Securities Account
No. 2766-2966 -valued per statement
200.0000 shares Wells Fargo Capital XI Enhanced Trust held by Wachovia Securities
Account No. 2766-2966 -valued per statement
Total Stock I Listed
4,642.00
4,136.00
4,340.00
143.00
9,256.00
4,668.00
64,692.15
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