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Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of
also known as
Ann O'Brien
late of East Pennsboro Township,
Cumberland County, Pennsylvania ,Deceased
No. 2011-010110
Date of Death September 14, 2011
Social Security PJo.
Personal Representative(s) of the above Estate, deceased, verify 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 fts fair value as of the dale 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. IYWe verify that the statements made in this Inventory are true and correct. INVe understand th~alse
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statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsificatio
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Personal Represent
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Name of ~ ~~ ~,_.~
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Anorney: Peter J. Ressler, Esquire
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I.D. No.: 06844 /l~wt ~ ~ ~ ~ ~
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Telephone: (717) 232-5000 Peter J. Ressler, Executor
Address 3401 North Front Street, PO Box 5950
Address Harrisburg, PA 17110-0950 Dated: _ G -r Z-rte'"
REAL ESTATE:
DESCRIPTION VALUE
SEE ATTACHED $140,900.00
PERSONAL PROPERTY:
SEE ATTACHED $161,872.96
TOTAL $302,772.96
(Attach Additional Sheets If Necessary)
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 eMended into the totsil of the Inventory.
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FINm RW-] (Oeu[t,ln Coun1Y1- Rw. WVI
Estate of Mary Ann O'Brien
Estate Inventory
Valued as of Date of Death
Page 1
Cash and Cash Equivalents
Cash $ 53.55
Men•ill Lynch Account #872-11634 193.80
Memll Lynch Money Market
Account #872-55229 481.33
PNC Bank Checking Account
#5140047436
See attached statement 5,506.71
PNC Bank Savings Account
#5130094263
See attached statement 16,604.67
Susquehanna Valley Federal Credit
Union Christmas Club Account
#1839
See attached correspondence 0.03
Susquehanna Valley Federal Credit
Union Savings Account #1839
See attached correspondence 80.90
Total Cash and Cash Equivalents
Tangible Personal Property
2006 Toyota Avalon -sales price
Household items and personal
furnishings
Miscellaneous costume jewlery
Total Tangible Personal Property
Miscellaneous
AAA Refund
Health Insurance Refund
Junkets with Judy Refund
Patriot News Refund
PNC Safe Deposit Box Refund
Total Miscellaneous
$ 18,000.00
4,467.00
1,000.00
59.75
353.91
105.00
86.00
52.50
$ 22,920.99
23,467.00
657.16
(1)
Estate Inventory (Continued)
Real Property
15 Circle Drive, Camp Hill Borough,
Cumberland County, PA
Tax Pazcel #09-20-1850-240
Total Real Property
No. of
Shares Mutual Funds
870 Blackrock Divers OME STRATE
238.275 Blackrock Multi St Mun Ser TR
59.885 Cambiaz Opportunity Fund
Advisors Inner Circle Fund
25.272 Dreyfus Appreciation Fund Inc.
237.724 DWS Tax Free Tr
292.748 Eaton Vance Investment Tr
259.213 Federated Strategic Equity Funds
37.241 Ivy Funds Inc.
73.101 Legg Mason Ptms Income Tr
1,510.423 Loomis Sayles Funds II
258.961 Lord Abbett Municipal Income Tr
143.778 Mainstay Funds
2,717.167 Oppenheimer Multi St Municipal
933.61 Sunamerica Focused Ser Inc.
6,310.722 SunAmerica Strategic Income Funds
205.558 T. Rowe Price Intermediate
Municipal Fundd
1,382.529 Transamerica Funds
Total Mutual Funds
Total Inventory
Page 2
$ ]I4Q,900.00
$ 8,363.75
2,621.03
998.28
970.16
2,776.62
2,962.61
1,169.05
887.45
995.64
22,339.16
2,724.27
1,029.45
18,666.94
10,260.37
21,456.45
2,380.36
14,226.22
140,900.00
114,827.81
S 302,772.96
(2)
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2011 JUN 14 PH I ~ 56
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CUMBERLAND CO., PA
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