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HomeMy WebLinkAbout08-30-12 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA 1 SS COUNTY OF CUMBERLAND ) Robert C. Saidis 2011-0]:451 Personal Representative(s) of the Estate of W'lliam G. Miller deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all ofthe real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item ofsaid 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 ttlis inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of I S Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- File ro~~i (Supreme Court I.D. No.) 21458 High Street, Carlisle, PA 17013 Saidis, Sullivan & 717-243-6222 COUNTY, PENNSYLVANIA DATE OF DEATH LAST RESIDENCE DECEDENTS SOC. SEC. N0. December 5, 2011 3497 Rimer Highway, Carlisle, PA 17013 187-16-4533 FIGURES MU5T BE TOTALED SEE ATTACHED 1,260,401.27 ~ a ~y o ~ ~, o ' -v ~ ~ ~ ~~ :, c r~r 1 i ~ ~ tJ c--> ~ ... i C_1. ~. ~a n m ~C. ~ tv t.- ~~ ~ _„ N additional sheets as 1,260,401.27 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 [he total of the Inventory. (See 20 Pa. C.S. § 3301(6)) Form RW-09 rev. /U.13.06 INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA J SS COl1NTY OF CUMBERLAND ) COUNTY, PENNSYLVANIA File 2011-01351 Personal Representative(s) of [he Estate of William G. Miller 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. 1 verify that the statements made in this Inven- tory aze true and wrrect. I understand that false state- ~ ments herein are made subject to the penalties of ~ 18 Pa.C.S. § 4904 relating to unswom falsification [o authorities. Attorney -- (Name) Robert C. Saidis (Supreme Court LD. No.) 21458 (Address) Saidis, Sullivan & Rogers, 26 West High Street, Carlisle, PA 17013 rro>o„t,,,nol 717-243-6222 DATE OE DEATH LAST RESIDENCE DECEDENTS SOC. SEG N0. December 5, 201 1 3497 Ritner Highway, Carlisle, PA 17013 187-16-4533 FIGURES MUST BE TOTALED SEE ATTACHED I 1,260,401.27 e~ n cn Q N ~ ... Z1 C f rn l 1 G,c-~ r ( /~ - r c> . ~ -, N ~~ N (Attach additional sheets as needed) 27 NOTE The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each hem, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3J0/(b)) Form RW-04 rev. )0.(3.06 /lr Estate of William G. Miller Date of Death: December 5, 2011 File No: 2011-01351 ATTACHMENT TO INVENTORY 3497 Ritner Highway, Newville, PA 17241-9460 162,000.00 Kinder Morgan Management LLC 501.83 Magellan Midstream Prtnrs LP 13,100.18 Carmax Inc 15,486.00 Comcast Corp New 11,717.50 Disney Walt Co 7,410.00 General Motors Co 412.49 Hanesbrands Inc 1,178.75 Paychex Inc 25,338.37 Altria Group Inc 6,786.41 Coca Cola Co 74,253.06 Dividend on Coca Cola Co declared prior to decedent's death 524.52 Conagra Foods Inc 7,862.27 Heinz H J Co 2,629.00 Kraft Foods Inc 9,146.25 Pepsico Inc 38,722.43 Dividend on Pepsico Inc declared prior to decedent's death 309.52 Phillip Morris Intl Inc 16,610.51 Powershares ETF Trust 18,950.00 Ralcorp Hldgs Inc New 24,508.50 Sysco Corp 11,728.00 VValmart Stores Inc 31,923.74 Western Un Co 9,060.20 Apache Corp 14,634.00 Exxon Mobil Corp 16,339.47 Dividend on Exxon Mobil Corp declared prior to decedent's death 95.41 Halliburton Co 11,188.50 Dividend on Halliburton Co declared prior to decedent's death 27.00 Ignis Petroleum Group Inc 0.50 Murphy Oil Corp 4,186.50 Page 1 of 4 Estate of William G. Miller Date of Death: December 5, 2011 File No: 2011-01351 ATTACHMENT TO INVENTORY (continued) Occidental Pete Corp 4,923.50 Select Sector SPDR Tr SBI Int-Energy 7,142.25 Bank of America Corporation 3,001.76 Dividend on Bank of America Corporation declared prior to decedent's death 5.14 JP Morgan Chase & Co 42,647.22 Moodys Corp 3,672.21 Dividend on Moodys Corp declared prior to decedent's death 14.42 Travelers Companies Inc 6,850.00 Becton Dickinson & Co 3,716.75 Bristol Myers Squibb Co 16,466.25 Johnson & Johnson 27,644.25 Dividend on Johnson & Johnson declared prior to decedent's death 247.95 Pfizer Inc 19,952.50 Dividend on Pfizer Inc declared prior to decedent's death 200.00 Fastenal Co 28,221.75 Norfolk Southern Corp 15,162.00 Dividend on Norfolk Southern Corp declared prior to decedent's death 86.00 Old Dominion Freight Line Inc 17,664.75 Precision Castparts Corp 16,401.50 Timken Co 6,487.36 United Parcel Service Inc 5,398.13 International Business Machines 19,199.50 Dividend on International Business Machines declared prior to decedent's death 75.00 Select ector SPDR Tr Technology 15,637.50 Accenture PLC Ireland 8,918.25 Compass Minerals Intl Inc 42,276.87 Page 2 of 4 Estate of William G. Miller Date of Death: December 5, 2011 File No: 2011-01351 ATTACHMENT TO INVENTORY (continued) Dividend on Compass Minerals Intl Inc declared prior to decedent's death 251.10 Monsanto Co New 28,433.46 Nucor Corp 2,045.50 Sprint Nextel Corp 1,011.84 Exelon Corp 14,081.06 Dividend on Exelon Corp declared prior to decedent's death 169.05 Ishares Tr Russell 2000 13,606.32 SPDR S&P Midcap 400 ETF Tr Utserl 14,659.65 General Mtrs Co Wt Exp 071016 212.84 General Mtrs Co VG~t Exp 071019 154.02 Rite Aid Corp 6.875% matures 8/15/13 dated 8/15/1993 14,325.00 Interest on Rite Aid Corp bond accrued as of decedent's death 315.10 Royal Bk Scotland PLC 3.95% matures 9/21/2015 dated 9/2CI/10 47,296.80 Interest on Royal Bk Scotland bond accrued as of decedent's death 416.94 JP Morgan Chase & Co 3.45% matures 3/1/2016 dated 2/24/:11 50,764.70 Interest on JP Morgan Chase bond accrued as of decedent's death 450.42 Statoil ASA 3.125% matures 8/17/2017 dated 8/17/LO10 52,498.85 Interest on Statoil ASA bond accrued as of decedent's death 477.43 General Motors Corp 6.75% matures 5/1/2028 dated 4/29/1998 Interest in arrears -last price available 8/31/11 (.75/share) per Estate Val 0.00 Interest on General Motors Corp bond accrued as of decedent's death 31.88 50% interest in WG&D Investments 28,319.76 F & M Trust Checking Account 3299023 61,190.93 Interest on F R, M Trust Checking Account accrued as of decedent.'s death 0.40 F & M Trust Money Market Account 65,515.02 Page 3 of 4 Estate of William G. Miller Date of Death: December 5, 2011 File No: 2011-01351 ATTACHMENT TO INVENTORY (continued) Misc. Household items 2005 Ford Ranger 2002 Lincoln LS F & M Trust IRA Payment Adams Electric Cooperative Inc PaS~ment TOTAL 500.00 7,831.00 4,421.00 2,715.46 62.02 $1,260.401.27 Page 4 of 4