HomeMy WebLinkAbout07-01-09 (2)INVENTORY
CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA ~ SS
COUNTY OF CUMBERLAND
COUNTY, PENNSYLVANIA
File Number 21 08 1047
Personal Representative(s) of the Estate of M HARVEY TAYLOR I
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 MARTS VEY TAYLO II, EXECUTOR
18 Pa. C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) DAVID H STONE, ESQUIRE (Supreme Court I.D. No.) 39785
(Address) 414 BRIDGE STREET
NEW CUMBERLAND PA 17070-
DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. N0.
200 OTTERBEIN DRIVE
10/6/2008 MECHANICSBURG PA 17055-
FIGURES MUST BE TOTALED
2002 Mercury Mountaineer at Kelley Blue book value
~~
~.)
~~
2002 Mercury Sable at Kelley Blue book value
1000 shares Edward Jones-Rite Aid Corp stock @ $.860 each
2000 shares Edward Jones-Allied Capital Corp New stock @ $6.760 each
2000 shares Edward Jones-Duke Energy Corp stock @ $17.000 each
908.264 shares Edward Jones-E I Du Pont De Nemours & o stock @ $37.110 each
1000 shares Edward Jones-Fording Canadian Coal stock @ $76.100 each
(Attach additional sheets as needed)
~ 7,235.00
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. - -~
. .. r..:~
~ • 8~(~.00
,_ .~_._
~' 13, 5~~ 00
t~
34, 000.00
33,701.14
76, 095.00
TOTAL: I 860, 866.08
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))
REGISTER OF WILLS OF
(Telephone) (717) 774-7435
Form RW-09 rev. 10.13.06
Continuation of Inventory
M HARVEY TAYLOR II 21 08 1047
Decedent Name Pa e 1 File Number
Description of Inventory
2000 shares Edward Jones-Harvest Energy Trust stock @ $11.680 each 23,360.00
1009.463 shares Edward Jones-JP Morgan Chase & Co stock @ $43.430 each 43,835.93
Edward Jones-Money Market Acct 76,096.16
668 shares Edward Jones-Novell Inc stock @ $4.830 each 3,226.44
3376.324 shares Edward Jones-Nuveen Premier Municipal stock @ $9.820 each 33,155.51
8756.7765 shares Edward Jones-Oppenheimer Multi State Mutual Fd @ $9.800 each 85,816.41
Edward Jones-Oppenheimer Multi State Mutual Fd - A 197.32
1000 shares Edward Jones-Oracle Corp stock @ $18.280 each 18,275.00
515 shares Edward Jones-Penn West Energy Trust stock @ $18.110 each 9,326.65
500 shares Edward Jones-Phil PA Gas Works Rev Bond @ $106.240 each 53,119.50
2000 shares Edward Jones-PPL Corporation stock @ $34.410 each 68,820.00
7000 shares Edward Jones-Provident Energy Trust stock @ $6.900 each 48,265.00
3000 shares Edward Jones-Safeguard Scientifics Inc stock @ $1.040 each 3,105.00
3000 shares Edward Jones-Southern Cooper Corp stock @ $13.800 each 41,400.00
1000 shares Edward Jones-Spectra Energy Corp stock @ $20.980 each 20,975.00
Edward Jones-stock dividends to receive 567.94
from Harvest Energy Trust ($236.64) and Provident Energy Trust ($331.30)
Subtotal $ 529,541.86
Continuation of Inventory
M HARVEY TAYLOR II 21 08 1047
Decedent Name Page 2 Fi-e Number
Description of Inventory
524 shares Edward Jones-UIT Nuveen Tax Free @ $71.830 each
8968 shares Edward Jones-Van Kampen High Yield Mutual Fd @ $9.280 each
100 shares General Electric stock @ $20.780 each
Household goods and personal effects
37,638.92
83,223.04
2,078.00
8,500.00
3006 shares Van Kampen PA Value Mun Incom Com stock @ $10.520 each ( 31,623.12
Subtotal ~ $ 163,063.08