Loading...
HomeMy WebLinkAbout12-11-09 (2) N C b " . . i INVENTORY „~ -p ~'~ , t .J ~_ ~= REGISTER OF WILLS OF CUMBERLAND ~~ ~ COUNTY PEN~I~ I/ANI-A ~~~} ' ~'~ , . ~ ~ :; `~~ ~ w~: _'~ COMMONWEALTH OF PENNSYLVANIA ~ '_ tY~ ~-~ ~, } SS COUNTY OF CUmberl8nd File Number 21 - 09 - 0499 ~" _. `"'' ~~ EdwaM M. Meckley Robert M. Meckley ~a Personal Representative(s) of the Estate of Meckley, Madalene M deceased, depose(s) and say(s) that the items appearing in the following inventory inGude all of the personal assets wherever situ ate 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 memorand t th d f um a e en o this inventory. I verify that the statements made in this Inven- tory are true and corre t I d t d h } / c . un ers an t at false state- Ed and M. Meckley ments herein are made subject to the penalties of ~ 18 Pa.C.S. § 4904 relating to unsworn falsfication to x authorities. Robert M. Meckley r Attorney -- (Name) Jean D Seibert (Supreme Court I.D. No.) 41713 (F~^") Wion, Zulli and Seibert (Address) 109 Locust Street Harrisburg, PA 17101 (Telephone) 7171236-9301 DATE OF DEATH 5/16/2009 LAST RESIDENCE 218 South York Street DECEDENTS SOC. SEC. NO. Mechanicsbu , PA 17055 198-10-7640 FIGURES MUST BE TOTALED Personal Property Morgan Stanley Smith Barney Account No. 54J-04843 listed below: 1,092.306 Shares of Calamos Growth & Income Fund I @ $22.93 per share 25.046.58 2,733.903 Shares of Calamos Market Neutral Income Fund I ~ $10.55 per share 28.842.68 603.872 Shares of Capital Income Builder Fund A a~ $41.24 per share 24,903.68 950.121 Shares of Capital World Growth 8: Inc Fund F ~ $27.39 26,023.81 4,747.845 Shares of First Eagle Overseas Fund I ~ $16.89 per share 80.191.10 (Attach additional sheets ff necessary) Total Personal Property and Real Estate $405,135.58 ~~` REGISTER OF WILLS OF INVENTORY (continued) CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS File Number 21 - 09 - 0499 DATE OF DEATH LAST RESIDENCE 218 South York Street 5/16/2008 Mechanicsbu , PA 17055 1,741.503 Shares of Income Fund of America A @ $12.92 per share DECEDENTS SOC. SEC. NO. 198-10-7640 1,683.828 Shares of Loomis Sayles Strategic Inc A ~ $11.39 per share 2,782.595 Shares of Oppenheimer PA Muni Fund A ~ $9.22 per share 3,756.061 Shares of Van Kampen Equity ~ Inc Fund I @ $8.51 per share 3,720.775 Shares of Van Kampen High Yield Muni Fund I @ $8.35 per share 2,188.583 Shares of Western Asset FDS Inc Core BD Port Finl Inter CI @ $9.23 per share Morgan Stanley Smith Barney Money Market Sovereign Bank Checking Account No. 1681701839 Accrued Interest Credit of 2009 County Real Estate tax at settlement Cash Refund from Freedom Blue Health Insurance Refund from Comcast Cable Credit for Sewer Bill at settlement Net Proceeds from Brickers Auction for personal items Refund from Homeowner's Insurance Policy 22,500.22 19.178.80 25,655.53 24.451.96 31,068.47 20,200.62 15,837.10 7,644.7 9 1.19 114.66 362.71 159.00 46.02 76.26 280.00 51.00 Total Personal Property 352,635.58 2 REGISTER OF WILLS OF INVENTORY (continued) CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS unit Vh DEATR 5116/2009 Real Estate File Number 21 - 09 - 0499 LAST RESIDENCE 218 South York Street Mechanicsburg, PA 17055 DECEDENTS SOC. SEC. NO. 198-10-7640 Real Property situate at 218 South York Street, Mechanicsburg, Cumberland County, Pennsylvania. For deed into decedent see Cumberland County Recorder of Deeds Office, Deed Book "O", Volume 14, Page 557. For date of death value see attached settlement sheet. Total Real Estate 52.500.00 52,500.00 3