HomeMy WebLinkAbout10-21-09 (2)
REGISTER OF WILLS OF
INVENTORY
CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA } SS
couNTY OF CUMBERLAND
JOSETTE F. WRIGHT, JUDITH F. KNIGHT and JANIS F. SILER
Personal Representative(s) of the Estate of JUANITA R. FATTORINI
-~-i-
ca
Y 1
~: -- _::~ ~~:a
deceased, depose(s) and say(s). that the items appearing in the following inr! ntory inGude all of the personal ~aS `. ~ wttereygr ` , ' ' ~_
situate and all f the real estate In the Commonwealth of Pennsylvania of s~~III Decedent, that the valuation I ~~~osit ch '
item of said inventory represents its fair value as of the date of the decedent' death, and that Decedent own d^'r~ireal estatQ =~
outside of the Commonwealth of Pennsylvania except that which appears in ~ memorandum at the end of thi,i~+rentory. " '~.~'
.~" -'"
I verify that the statements made in this Inven- o ,l~y~ ~~f~ `. rv
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.
~uu~ i n r.
JANIS F. SILER
Attorney - (Name) Ralph H. Wright (Supreme Court I.D. No.) 56113
(Finn) Johnson, Duffle
(Address) 301 Market Street, Lemoyne, PA 17043
(Telephone) 717-761 X540
DATE OF DEATH LAST RESIDENCE 5225 WILSON LANE DECEDENTS SOC. SEC. NO.
04/01/2009 MECHANICSBURG, PA '7055 453-26,3317
Personal Proge
FIGURES MUST BE
Cash ...............................................................................................
Personal Property .........................................................................
Stocks/Listed .................................................................................
Stocks/Closely Held ......................................................................
Bonds .............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable ...............................................
All Other Property .........................................................................
Total Personal Property ..............................F..........
Total Real Property ................................................
Total Personal and Real Property .........................
759,546.51
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the e~ction of the personal representative indude 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 Rev. ~ar~-zoos
COUNTY, PENNSYLVANIA
File Number 21-09-00372
31,447.56
4,243.00
723,855.95
759,546.51
"1
REGISTER OF WILLS OF
INVENTORY
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND } SS File Number 21-09-00372
DATE OF DEATH LAST RESIDENCE 5225 WILSON LANE DECEDENTS SOC. SEC. NO.
04/01/2009 MECHANICSBURG, PA 1~l055 453-26-3317
Cash
Bethany Village -refund
Bethany Village -refund of overpayment '',
Penn Treaty -nursing home insurance - refund.// ',
The Central Pennsylvania Conference - Promissory Dote - $20,000.00 plus -
accrued interest. ~, '
Travelers Insurance -premium refund - homeov~rner'~ insurance.
United States Treasury -refund -decedent's 208 Foam 1040
I
Total Cash
Personal Prouerly !,
Furniture -Messiah Village Apartment -date of ~feath'value.
Jewelry -appraised value - (Copy of appraisal ~ttacFt~ed).
Total Personal Proplerty
Stock /Listed
103.350.39 Shares -Dreyfus Cash Management ~L Investor - Shares ~ $1.00
per share.
$50,000 Abbott Labs Corporate Bond dated 5/1?~/06 - 5/15/09 - 5.375% - @ 99.50,
plus $1,015.28 accrued interest.
24.17
851.75
420.00
20,363.64
116.00
9.672.00
31,447.56
1,750.00
2,493.00
4,243.00
103,350.39
50,765.28
(Attach additional sheets ff necessary) Total Personal Prope and Real Estate 759.546.51
r
REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA } SS
couNTY of CUMBERLAND
INVENTORY
CUMBERLAND
File Number
COUNTY, PENNSYLVANIA
21-09-00372
DATE OF DEATH I LAST RESIDENCE 5225 WILSON LANE I DECEDENTS SOC. SEC. NO.
04/01/2009 MECHANICSBURG, PA 17055 453-28-3317
x50,000 American Express Co. Corporate Bond - 07/24/03 - 07/15/2013 - - 44,575.63
4.875% - ~ 88.1221, plus 5514.58 accrued interest.
550,000 BellSouth Corp. Corporate Bond dated 9/13/04 - 9115109 - 4.2% - @ 49,593.33
99.00, plus 593.33 accrued interest.
550,000 - ConocoPhillips Corporate Bond - 02/03/2009 - 02/01/2014 - 4.75% - ~ 52,454.19
104.14310, plus x382.64 accrued interest.
550,000 Deere, John Cap. Corporate Bond -4/07106 - 4/07/2010 - 5.4% - @ 52,124.70
101.63940, plus 51,305.00 accrued interest.
550,000 Disney Walt Co. Corporate Bond -12104/07 -1210112012 - 4.7% - @ 52,385.73
103.2048, plus 5783.33 accrued interest.
550,000 Goldman Sachs Group, Inc. Corporate Bond - 06/28/05 - 06/15/2010 - - 50,664.90
4.5% aG~ 100.00480, plus 5662.50, accrued interest.
550,000 Home Depot, Inc. Corporate Bond - 3124106 - 3/01/2011 - 5.2% - @ 98.50, 49,466.67
plus 5216.67 accrued interest.
550,000 Kraft Foods, Inc Corporate Bond - 09/25/03 -10101/2013 - 5.25% - (a~ 52,022.40
104.04480 -Full Coupon paid on 04/01/2009 (Date of Death)
550,000 Pepsico, Inc. Corporate Bond -12104107 - 02/15/2013 - 4.65% - aG~ 53,412.73
106.23130, plus 5297.08 accrued interest.
550,000 Pfizer, Inc. Corporate Bond - 02/19/03 - 03/01/2018 - 4.65% - @ 98.848, 49,617.75
plus 5193.75 accrued interest.
550,000 SBC Communications, Inc. Corporate Bond - 8/19/02 - 8/15/2012 - 53,127.25
5.875% - a~ 105.5038, plus 5375.35 accrued interest.
-2-
REGISTER OF WILLS OF
INVENTORY
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND } sS File Number 21-09-00372
DATE OF DEATH LAST RESIDENCE 5225 WILSON LANE DECEDENTS SOC. SEC. N0.
04/01/2009 MECHANICSBURG, PA 17055 453-26-3317
500 Shares -General Electric Cap Corp. Preferred Stock - ~ 520.59 per shire.
Total Stock /Listed
10.295.00
723.855.95
-3-