HomeMy WebLinkAbout04-14-10 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA ~ SS
COUNTY OF
File Number ? 1
Personal Representative(s) of the Estate of FRANK MELLORS BORTH
deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the persional 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 Fnven-
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) JILL M. WINEKA, ESQUIRE (SupremeCourtLD.No.) 58802
(Address) 1719 NORTH FRONT STREET HARRISBURG PA 17102
(Telephone) 717 - 2 3 4 - 417 8
__ ---
DATE OF DEATH LAST RESIDENCE DECEDENTS SOC. SEC. NO.
Green Ridge Village, 210 Big Spring Road
8/10/2009 Newville PA 17241 293-26-0025
FIGURES MUST BE TOTALED
Certificate of Deposit invested in GMAC BK Midvalue UT US
Certificate of Deposit invested in BMW Bank, NA UT US
Certificate of Deposit invested in Capital One USA
5378.477 shares of Mutual Fund MFS Pennsylvania Muni Bond Fund
CL-A @ $9.94 per share
0
~ o
~- ~ a
Y -o
~~~ ~
.r
~~ ~
c.C
25,456.50
.:~;, -~
,,
~~~ ~ ''~~
~~; , ...
l-; ,179.20
n-; ~-t
C' ~:
" 57246.70
~~_ r~
{-~ O
53 462.06
2999.139 shares of Van Kemper Tax Free Income Intermediate Fund @ $10.58 31,730.89
per share
Prudential Financial, Inc. dividend on Decedent's 100 shares of stock 70.00
100 shares of Prudential Financial, Inc. stock @ $46.98 per share 4,698.00
(Attac/i addltlonal s/ieets as needed)
__ TOTAL: 296,266.80
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(6))
09 0988
Form RW-09 rev. 10.13.06
Continuation of Inventory
FRANK MELLORS BORTH 21 0 9 0 9 8 8
Decedent Name Page ~ File Number
Description of Inventory
UBS Bank USA Deposit Account. 3,323.21
United Healthcare Service, LLC -premium refund ~ ( 15.56
East End Health Plan -premium refund ~ 966.00
Kuhn Communications -cable refund ~ 16.73
Flat screen TV ~ 400.00
Sun Trust Checking Acct. No. 1000040456849. ~ 3,555.20
Sun Trust Checking Acct. No. 1000040456807. ~ 31,146.75
subtotal $ 39,423.45
Grand Total $ 9qF, ~~~ Rn