HomeMy WebLinkAbout05-26-09INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA ~ SS
COUNTY OF CUMBERLAND
File Number 21 08 1144
Personal Representative(s) of the Estate of ELIZABETH A WOLFE aka BETTY A WOLFE
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.
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.
._ _ i i
ATRICIA D TEPSIC, EXECUTRIX
Attorney -- (Name) DAVID H. STONE ESQUIRE (Supreme Courtl.D. No.) 39785
(Address) 414 BRIDGE STREET NEW CUMBERLAND PA 17070-
(Telephone) (717) 774-7435
DATE OF DEATH LAST RESIDENCE C_IIr~DENT'S SEC. ND.
5225 WILSON LANE SUITE 225 =~?? ~;; -
10/31/2008 MECHANICSBURG PA 17055- 18~'-'35-66 -
r-n h;
FIGURES MUST BE TOTALED - ' cr
-'` - ~-~~ ~` .56.75
Cash on hand -cash $19.00, coins $37.75 _ ---
!-~ - W
,~-
uz
Mens ring w/3 diamonds-ring w/birthstone-diamond o 100.00
engagement ring-mens wedding band-cocktail ring
PNC Bank NA-Checking Acct #5140070193 10,717.71
Princ. $10,717.71, Int. $1.43
PNC Bank NA-Checking Acct #5140070193 -Accrued Interest 1.43
PNC Bank NA-Savings Acct #5004335791 8.01
471 shares PNC Financial Services Group Inc stock @ $65.060 each 30,643.26
45.049 shares PNC Inv-Artisan Fds Inc Midcap Value Inv @ $13.050 each 587.89
(Attach additional streets as needed)
TOTAL: ~ 70,780.78
NO'T'E: 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)J
Fnrm RGV-09 rev. /0.!3.06
Continuation of Inventory
ELIZABETH A WOLFE aka BETTY A WOLFE 21 08 1144
Decedent Name Pa e 1 File Number
Description of Inventory
262.663 shares PNC Inv-Eaton Vance Spl Invt Tr Large Cap Val A @ $15.350 each 4,031.88
110.246 shares PNC Inv-Euro Pac Growth Fd CI F-1 @ $29.730 each I 3,277.61
164.789 shares PNC Inv-Federated Equity Fds Kauffman CIA @ $3.810 each I 627.85
20.35 shares PNC Inv-Federated Equity Fds Kauffman Sm Cap A @ $15.190 each I 309.12
1581.942 shares PNC Inv-Federated Total Return Sers Total Ret Bd A @ $9.800 each I 15,503.03
10.066 shares PNC Inv-Franklin Value Invs Tr Sm Cap Value A @ $28.580 each I 287.69
209.372 shares PNC Inv-Growth Fd Amer Inc CI F-1 @ $22.090 each I 4,625.03
PNC Inv-MM Fund I 3.52
Subtotal ~ S 28,665.73