HomeMy WebLinkAbout09-19-12 (2)REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA } SS
couNTY of Cumberland }
Michael P. McCulloh and Maureen M. F
INVENTORY F~ECOR~~D C~~F~E ~
CUMBERLAND COUNTY PENNSYLVANIA
~~t? SEP ! 9 PM 4: Q2
File Number 21-12-0709 ~FHAN'; !Y1t ins
Personal Representative(s) of the Estate of Merlin L. McCulloh
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 decedents death, and that Decedent owned no real estate
outside of the Commonwealth of Pennsylvania except that w h a e s e o um at the end of this inventory.
I verify that the statements made in this Inven- ~ ~~~ , ~
tory are true and correct. I understand that false state- ~ ichael P. Cul +
ments herein are made subject to the penalties of ~ , ~ C.
18 Pa.C.S. § 4904 relating to unsworn falsification to Maureen M. HOllmeyer
authorities.
Attorney -- (Name) Edward P Seeber (Supreme Court I.D. No.) 76084
(F'r"') James, Smith, Dietterick Si Connelly, LLP
(Address) Suite C-400, Mechanicsburg, PA 17055
(Telephone) 717-533-3280
DATE OF DEATH I LAST RESIDENCE 2 Kensington Square DECEDENTS SOC. SEC. N0.
06/20/2012 Mechanicsburgt PA 17050
FIGURES MUST BE TOTALED
Personal Prooertv
Cash ...............................................................................................
Personal Property ........................................................................
Stocks/Listed ................................................................................
Stocks/Closely Held .....................................................................
Bonds ............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable ...............................................
All Other Property ........................................................................
Total Personal Property ........................................
Total Real Property ................................................
Total Personal and Real Property ........................
22,715.70
80,216.78
269,258.36
372,190.84
157,010.00
528,200.84
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 lie extended into the total of the Inventory. (See ~0 Pa. C.S. § 3301(b))
Form RIN 09 Rev. 10.13-2006
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA } SS
couNTY OF Cumberland }
DATE OF DEATH
06/20/2012
]ta~JJ
LAST RESIDENCE 2 Kensington Square
CNA -reimbursement for long-teen care
COUNTY, PENNSYLVANIA
File Number 21-12-0709
DECEDENTS SOC. SEC. NO.
Money Market held in RBC Brokerage Account No. *19 -valued per workbook dated
7/23/12
Total Cash
Personal Pronertr
Silver holdings -valued per letter dated 7/24/12
Total Personal Property
~tocke/ ictrarl
1,142.8380 shares Calamos Invt Tr held in RBC Brokerage Account No. *19 -valued per workbook
dated 7/23/12
5,100.00
17,615.70
22,715.70
80,216.78
80,216.78
14,125.48
1,514.1810 shares DWS Portfolio Tr held in RBC Brokerage Account No. *19 -valued per workbook 13,975.89
dated 7/23/12
2,071.0310 shares DWS Secs Tr held in RBC Brokerage Account No. *19 -valued per workbook 15,532.73
dated 7/23/12
2,505.0710 shares Federated Municipal held in RBC Brokerage Account No. *19 -valued per 28,582.86
workbook dated 7/23/12
8,651.0060 shares Federated Strategic V held in RBC Brokerage Account No. *19 -valued per 42,908.99
workbook dated 7/23/12
1,068.0830 shares Franklin Tax Free held in RBC Brokerage Account No. *19 -valued per 11,481.89
workbook dated 7/23/12
4,001.4470 shares Henderson Global held in RBC Brokerage Account No. *19 -valued per 27,609.98
workbook dated 7/23/12
(Attach additional sheets if necessary) Total Personal Property and Real Estate 529,200.84
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
couNTY of Cumberland } ss
} File Number 21-12-0709
DATE OF DEATH LAST RESIDENCE 2 Kensington Square DECEDENTS SOC. SEC. N0.
06/20/2012 Mechanicsbur PA 17050 355-09-2219
2,070.4460 shares Legg Mason Western A held in RBC Brokerage Account No. *19 -valued per 27
951
02
workbook dated 7123/12 ,
.
1,749.4970 shares Oppenheimer PA held in RBC Brokerage Account No. *19 -valued per workbook 19
839
30
dated 7/23/12 ,
.
1,396.5320 shares PIMCO Funds held in RBC Brokerage Account No. *19 -valued per workbook 17
261
14
dated 7/23/12 ,
.
1,110.9140 shares Templeton Global Bond held in RBC Brokerage Account No. *19 -valued per 14
053
06
workbook dated 7/23!12 ,
.
1,524.1460 shares Thornburg Invt Tr held in RBC Brokerage Account No. *19 -valued per 27
663
25
workbook dated 7/23/12 ,
.
741.2880 shares Vanguard Lmt Term Tax held in RBC Brokerage Account No. *19 -valued per 8
272
77
workbook dated 7/23/12 ,
.
Total Stocks/Listed 269,258.36
Real estate located at 2 Kensington Square, Hampden Township, Cumberland County, 157,010.00
PA -held as tenants in common; Decedent owns a 70% interest; valued per tax
assessment * common level ratio (224,300 * 1 * 70%)
Total Real Estate 157,010.00
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