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HomeMy WebLinkAbout10-18-10 (2)r ~ REGISTER OF WILLS OF INVENTORY CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } Laura R. Zuvich Personal Representative(s) of the Estate of WIIIIamSOn, June M ___ deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal a sets where situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed ops' ~ each its of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real est~~Wts~de of~e Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. - , t ~ ~-~ ~ t ~ ~- `: rTt --- _. _.. verify that the statements made in this Inven- ~ `, ~ ~ ,~~ .~~~.~ ? ~ _ tory are true and correct. I understand that false state- } --~~ ._ t ~ I ..~.< ~ 4 ments herein are made subject to the penalties of Laura R. Zuvich ~ ` ' 18 Pa.C.S. § 4904 relating to unsworn falsification to } `~==~ ". authorities. - _ ~~ ~-~ © ~~> r- Attorney -- (Name) Debra K Wallet yagp~ •k, ~,,,~,~,~- ~ (Supreme Court Lo. ~-o.) 23989 __ (Firm) Law Offices of Debra K. Wallet (Address) 24 North 32nd Street Camp Hill, PA 17011 (Telephone) 717/737-1300 DATE OF DEATH LAST RESIDENCE 311 Glendale Drive DECEDENTS SOC. SEC. NO. 5/11/2010 Shiremanstown, PA 17011 166-20-8510 FIGURES MUST BE TOTALED Personal Property Vanguard Windsor Fund Investor 50,197.76 Acct. #0022-88017706403 Vanguard I-T Investment -Grade Inv 97,987.29 Acct. #0071-88017706403 Vanguard Wellington Fund Admiral 133,475.34 Acct. #0521-88017706403 Vanguard Income Fund Inv 47,343.27 Acct. #0027-88017706403 (Attach additional sheets if necessary) Total Personal Property and Real Estate 81,540,556.50 COUNTY, PENNSYLVANIA File Number 21 - 10 - 00521 ,i, ~~~ INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland ~ SS File Number 21 - 10 - 00521 DATE OF DEATH LAST RESIDENCE 311 Glendale Drive DECEDENT'S SOC. SEC. NO. 5/11/2010 Shiremanstown, PA 17011 166-20-8510 Vanguard REIT Index Fund tnv 27,476.62 Acct. #0123-88017706403 Vanguard 500 Index Fund Inv. Acct. #0040-88017706403 Vanguard GNMA Fund Admiral Shares Acct. #0536-88017706403 Vanguard Equity Income Fund Inv Acct. #0065-88017706403 Morgan Stanley Smith Barney Legg Mason Western Asset Morgan Stanley Smith Barney LMP Strategic Income Morgan Stanley Smith Barney Legg Mason Western Asset Morgan Stanley Smith Barney Comcast Corp CL A Morgan Stanley Smith Barney Hershey Company Morgan Stanley Smith Barney JP Morgan Chase & Co Morgan Stanley Smith Barney Metro Bancorp !nc Morgan Stanley Smith Barney Morgan Stanley Morgan Stanley Smith Barney OGE Energy Corp Morgan Stanley Smith Barney Pepco Holdings Inc Morgan Stanley Smith Barney PPL Corp 26,061.63 230,459.13 45,293.16 100,925.80 22,359.67 25,357.83 16,887.84 67,783.70 13,684.95 92,477.23 4,459.26 58,312.50 15,839.98 68.898.28 2 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21 - 10 - 00521 DATE OF DEATH LAST RESIDENCE 311 Glendale Drive DECEDENT'S SOC. SEC. NO. 5/11/2010 Shiremanstown, PA 17011 166-20-8510 Morgan Stanley Smith Barney AT&T Inc 102,300.00 Morgan Stanley Smith Barney Vodafone Group PLC Spons 16,640.07 Morgan Stanley Smith Barney Verizon Communications 53,087.70 Morgan Stanley Smith Barney Cash Account 34,224.43 Personal property given to granddaughter, Catharine Keidel, in Schedule 2,260.00 attached to Will Personal property given to son, Robert G. Williamson, in Schedule attached to 30.00 Will Personal property given to granddaughter's husband, Christian Keidel, in 80.00 Schedule attached to Will Miscellaneous personal property not specifically bequeathed 1,895.00 CNA -premium refund 1,225.05 Cash in possession of Decedent 606.20 State Employees' Retirement System 127.67 Vanguard I-T Investment -Grade Inv accrued dividend 142.80 Vanguard GNMA Fund Admiral Shares accrued dividend 234.68 Vanguard Fund Investor Shares accrued dividend 12.10 Verizon refund 109.56 The Hartford -homeowners' refund 100.00 3 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 -10 - 00521 DATE OF DEATH LAST RESIDENCE 311 Glendale Drive DECEDENT'S SOC. SEC. N0. 5/11/2010 Shiremanstown, PA 17011 166-20-8510 Real Estate 311 Glendale Drive, Shiremanstown, PA (based upon 2010 Cumberland County assessment) Total Personal Property 1,358,356.50 Total Real Estate 182,200.00 182,200.00 4