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Home My WebLink About10-04-12z--~ .....~, 1`~J "~~ ;Y'1 C"i"'i : y I,S OF CUMBERLAND COUNTY, PENNSY~,~~~A .-.~ `:-~ .~ REGISTER of WIL _ ~} :.. , . _ ~- C =~; ~ _ _~ °,, '~_<, COMMONWEALTH OF PENNSYLVANIA ~~ 2012-00217 ~~:` ~ : ==~~ ~~ COUNTY OF ~ File Number - -~` CUMBERLAND ~ ;,~ 9 ~- ~...~ .~ ~ ~ ~~' LUCILE J. FOX "~ Personal Representative{s} of the Estate of deceased, depose(s) and says} 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 ofPennsylvania 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- tory are true and Correct. I understand that false state (signature) ments herein ara made sub3ect to the penalties of l8 Pa.C.5. § 4904 relating to unsworn falsification to (signature) authorities. Attorney -- (Name), (Address) JOHN D. KILLIAN ___ (Supreme Courtl:D. No.) 07080 ~~ R piNl= ~TRFFT_ HARRISBURG. PA 17101 (Terephone) 717 232-1851 DATE OF DEATfi LAST FtESlDENCE FEBRUARY 11, 2012 84 Plum Tree Circle, Newville,PA 1 7241 FIGURES MUST BE "1COTALED M&T Bank Joint Checking Account #1316400 with Judith A. Fox DOD Balance $42,629.63 50%= M&T Bank Joint Money Market Account #15004226663018 DOD Balance $38,054.39 50%= Adams County National Bank Savings Account #9627103 Adams County National Bank Joint Certificate of Deposit 900043203x50 Adams County National Bank Joint Certificate of Deposit 900043203051 F&M Trust Certificates of Deposit Credit Card Settlement Social Security Check -January 2012 Social Security Check -February 2012 Oppenheimer Fund Dividend (12/29/11) Oppenheimer Fund Dividend (01/24/12) T. Rowe Price Dividend (12/30/11) T. Rowe Price Dividend (01/31/12) AT&T Stock Dividend Bristol Myers Squibb Stock Dividend DECEDENT'S SOC. SEG. NU. 492-26-2465 21,314..82 19,027.20 1,325.10 59,090.13 59,090.13 17,886.00 18.04 1,066.00 1,066.00 126.43 126.51 198.64 160.63 1,310.76 718.08 (Attttch additional sheets as needed) --- TOTAL: 5, 051 , 779.85 .-.~- NOTE: The Memorandum of rest 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 Fa. C.S. § 3301(b)) RW-09 Form RW-09 rev. 10.13.06 T,1 TCTT,F, J_FnX/Tnvent~rv continued HSBC Stock Dividend 130.95 McKesson Stock Dividend 420.00 Sara Lee Stock Dividend 8,228.02 Insurance Settlement (Automobile) 4,121.56 Vanguard Ad Treasury Mutual Fund 536,190.00 Vanguard TEMF 85,710.00 Vanguard PA Tax Free MM 6,581.00 Vanguard LTD Term Tx-Ex (797,113 Shares @ 11.21) 8,936.00 Oppenheimer LTD Term NY Municipal A (22,001.881 Shares @3.37) 74,146.00 T. Rowe Price Tax Free Shrt-Interm (3 8,211.195 Shares @5.71) 218,186.00 AT&T Inc. (2,979 Shares @ 29.94) 89,191.00 Bristol Myers Squibb (2,112 Shares @ 31.95) 67,478.00 Cigna Corp. (157 Shares @ 43.36) 6,808.00 Exxon Mobile Corp. (992 Shares @ 84.11) 83,437.00 Hanesbrand Inc. (12, 818 Shares @ 26.94) 345,317.00 HSBC Holdings PLC (291 Shares 44.25) 12,877.00 IBM Corp. (4,976 Shares @ 192.52) 957,980.00 International Paper Company (6,496 Shares @ 32.44) 210,730.00 McKesson Corporation (2,100 Shares @ 81.50) 171,150.00 Pfizer Inc. (6,808 Shares @ 21.18) 144,193.00 Sara Lee Corp. (71,548 Shares @ 19.92) 1,425,236.00 Tri Continental Corp. (22,336.141 Shares @ 15.58) 347,997.00 Zimmer Holdings (211 Shares @ 63.15) 13,325.00 Residual from Philip Fox Estate 1,810.56 Travelers Check Refund 50.00 Carlisle Ear Nose & Throat Refund 12.72 Sentinel Refund 13.57 EE Savings Bond #X575604 Jointly w/Judith A. Fox Matures 08/2016-Issued 08/1986, DOD Value $19,300.00 50% = 9,650.00 EE Savings Bond #X575605 Jointly w/Judith A. Fox Matures 08/2016-Issued 08/1986, DOD Value $19,300.00 50% = 9,650.00 EE Savings Bond #X575606 Jointly w/Judith A. Fox Matures 08/2016-Issued 08/1986, DOD Value $19,300.00 50% = 9,650.00 EE Savings Bond #X575607 Jointly w/Judith A. Fox Matures 08/2016-Issued 08/1986, DOD Value $19,300.00 50% = 9,650.00 EE Savings Bond #X575608 Jointly w/Judith A. Fox Matures 08/2016-Issued 08/1986, DOD Value $19,300.00 50% = 9,650.00 HH Savings Bond #D6574418HH Jointly w/Judith A. Fox Dated 03/2004 DOD Value $500.00 50% = 250.00 HH Savings Bond #M9736642HH Jointly w/Paul J. Fox Dated 08/2004 DOD Value $1,000.00 50% = 500.00 TOTAL 5,051,779.85