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HomeMy WebLinkAbout01-14-11 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND _ COUNI~Y, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } Flora E. Moorhead File Number 201 Personal Representative(s) of the Estate of Duane R. Moorhead deceased, depose(s) and say(s) that the items appearing in the following inventory include all of he personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that th valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that D edent owr~i no real e~t~te outside of the Commonwealth of Pennsylvania except that which ap ars in a mem randu at t e nd of th~i~entory..~-_ ._~., ?? ~~ ~ .: I verify that the statements made in this Inven- ~ ~ - '--" ~~~ >.: tory are true and correct. I understand that false state- ~ ~ ~~;> r-- ~'*- ~ n; ments herein are made subject to the penalties of Flora E. Moorhead .. rn ~ ,- , } ~ " 18 Pa.C.S. § 4904 relating to unsworn falsification to , _ -_ authorities. ~ '_~ ~~ - --~ .- Attorney -- (Name) (Firm) (Address) (Telephone) Edward P Seeber James, Smith, Dietterick & Connelly, LLP 555 Gettysburg Pike, Mechanicsburg, PA 17055 717-533-3280 DATE OF DEATH 04/18/2010 LAST RESIDENCE g2 Ashford Drive Enola, PA 17025 DECEDENT'S SOC. SEC. NO. 184-50-1092 FIGURES MUST BE TOTALED Personal Pro ertv Cash ............................................................................................... 6,707.43 Personal Property ........................................................................ Stocks/Listed ................................................................................ 35,383.50 Stocks/Closely Held ..................................................................... Bonds ............................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ........................................................................ Total Personal Property ........................................ 42,090.93 Total Real Property ................................................ 120,000.00 Total Personal and Real Property ........................ 162,090:93'' NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(b)) Forn, RW-09 Rey. ro-~s-loos C.~'~ ~j ~ ,~,~ `fit upreme Court I.D. No.) 76084 include the value of each ~~ INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTI+', PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland File Number 2010-0 25 DATE OF DEATH LAST RESIDENCE g2 Ashford Drive DECEDENT'S SOC. SEC. N0. 04/18/2010 Enola, PA 17025_ 184-50-1092 ~b 2005 Ford Escape -valued per sale 2010 County/Township Real Estate Taxes -per HUD1 Americhoice FCU Saved Change Account -valued per letter dated 511811 Money Market held in RBC Wealth Management Brokerage Account No. valued per public listing 8~ letter dated 5120110 Total Cash 311-71090 - Stock /Listed 169.1980 shares Capital World Growth 8~ Inc held in RBC Wealth Management Br kerage Account No. 311-71090 -valued per public listing Sz letter dated 5120110 472.5900 shares First Eagle Global Fund held in RBC Wealth Management Broke age Account No. 311-71090 -valued per public listing & letter dated 5120110 148.0180 shares Growth Fund America held in RBC Wealth Management Broker ge Account No. 311-71090 -valued per public listing 81 fetter dated 5/20110 328.6500 shares Income Fund of Amer held in RBC Wealth Management Broker a Account No. 311-71090 -valued per public listing 8~ letter dated 5120110 Total Stock /Listed Real estate located at 82 Ashford Drive, East Pennsboro Township, Cu County, PA -valued per sales price Total Real Estate mberland 6,500.00 122.90 14.84 69.69 6,707.43 5,830.56 20.014.19 4,283.64 5,255.11 35,383.50 120,000.00 120,000.00 (Attach additional sheets if necessary) Total Personal Property and Real Est~te 162,090.93