HomeMy WebLinkAbout12-29-11 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA SS 20 1 1-00447
COUNTY OF CUMBERLAND File Number
Personal Representative(s) of the Estate of Joanne W. Houser
deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal 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 Inven- k ~`/
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of ~ c , ~~ ~
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) Robert C. Saidis (Supreme Court I.D. No.) 21458
(Address) Saidis, Sullivan & Rogers, 26 West High Street, Carlisle, PA 17013
(Telephone) 717-243-6222
DATE OF DEATH LAST RESIDENCE DECEDENTS SOC. SEC. N0.
Apri12, 2011 1103 Holly Pike, Carlisle, PA 17013 196-14-7721
FIGURES MUST BE TOTALED
SEE ATTACHED I 1,168,117.15
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(Attach additional sheets as needed)
TOTAL: ~ 1,168,117.15
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(b))
Form RW-09 rev. 10.13.06
Estate of Joanne W. Houser
Date of Death: April 2, 2011
File No: 2011-00447
Attachment to Inventory
1103 South Hanover Street (a/k/a Holly Pike),
Carlisle, PA 17013
26 Rolling Drive, Carlisle, PA
ACNB Corp
Alcatel-Lucent ADR
American Finl Group Inc. Ohio
Astrazeneca PLC
AT&T Inc.
CBS Corp New Cl B
Coca Cola Co
Cracker Barrel Old Ctry Store
Diebold Inc
Exxon Mobil Corp
Fulton Financial Corp PA
Dividend on Fulton Financial Corp PA declared prior to death
Heinz H J Co
Dividend on Heinz H J Co declared prior to death
Hershey Co
Kellogg Co
LSI Corp
M & T Bank Corp
Merck & Co Inc NEW
Dividend on Merck & Co Inc NEW declared prior to death
PPG Industries Inc
Rite Aid Corp
Susquehanna Bancshares Inc PA
Syngenta AG
Viacom Inc
Vanguard Specialized Portfolio Div Grw Fd
Vanguard Star Fund
Vanguard Wellesley Income Fund
Vanguard PA Tax Free Fund
200,000.00
175,000.00
14,440.55
228.15
106.88
9, 334.00
4,481.11
16, 240.82
6, 725.75
4, 908.00
7,065.50
16,900.50
38,523.33
135.96
4,899.50
45.00
54,497.50
5,409.25
66.74
109,604.40
1,892.83
21.66
9,578.50
105.50
11,340.02
1,589.15
30,802.07
83,114.32
17,648.79
77,189.68
39, 895.78
Dividend on Vanguard PA Tax Free Fund declared prior to death 8.98
Templeton Growth Funds Inc Cl C 17,802.24
Investors Mun PA Unit Tr UT 2nd Ser 324.81
Dividend on Investors Mun PA Unit Tr UT 2nd Ser declared prior
to death 10.26
PA Insd Muns Income UT Ser 106 1,060.08
Dividend on PA Insd Muns Income UT Ser 106 declared prior to
death 25.35
Bethlehem PA New Pub Hsg due 2/1/12 5,119.75
Interested on Bethlehem PA New Pub Hsg due 2/1/12 accrued as
of date of death 42.36
Sovereign Bank Savings Account 2894020789 9,623.13
HD Vest Financial Services Account 1564-1789 180,460.53
Misc. Household Items/Furnishings 4,000.00
1994 Ford Escort 2,000.00
South Middleton School District Health Care Premium Refund 1,059.72
PA Department of Revenue PA-40 Refund 196.00
State Farm Mutual Automobile Insurance Company Refund 19.62
State Farm Mutual Automobile Insurance Company Refund 726.22
Saidis, Sullivan & Rogers -refund of retainer for legal fees paid
prior to decedent's date of death 950.00
State Farm Mutual Automobile Insurance Co Refund for
service 03/26/11 33.80
Cumberland Goodwill Fire Rescue EMS Refund 83.51
State Farm Mutual Auto Insurance Medicare Supp Refund 13.65
Social Security Check 2.765.90
TOTAL 1,168.117.15