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Home My WebLink About10-05-12 (2)Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of ROBERT HUGHES PETRY also known as ROBERT H. PETRY No. 2012-00044 Date of Death January 6, 2012 late of Camp Hill Borough, Cumberland County, Pennsylvania ,Deceased Social Security No. 168-24-3912 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 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/VVe verify that the statements made in this Inventory are true and correct. I/VVe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of ~ ~ -" ,, ,, Attorney: Howell C. Mette, Esquire i liam S. Petry, Execu or I.D. No.: 07217 Telephone: (717) 232-5000 Address 3401 North Front Street, PO Box 5950 ~/ Address Harrisburg, PA 17110-0950 Dated: DESCRIPTION REAL ESTATE: SEE ATTACHED PERSONAL PROPERTY: SEE ATTACHED ttach Additional Sheets If Necessa TOTAL VALUE $168,000.00 $1,207,643.34 $1,375,64~.~4 ~~ NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the al representative, include the value of each item, but such figures should not be extended into the total of the Inven-' ~.: -~~~ ~~~ ~f S J `._,. ~: © ~__ 598907v1 ~ '. Form Rw-7 (Dauphin County) -Rev. 9/92 ....,~ ~ i}.~ V i ~+..~ ^J C11 L*~ ~~ ~~-~ t t::~ ; R: :- ~" ~ r- .. ~ f~T_ t _~__ ~.~~ ~.~ _~ h uI Estate of Robert H. Petry Estate Inventory Valued as of Date of Death Page 1 Cash and Cash Equivalents Bank of America -credit balance on VISA account Janney Montgomery Scott Money Market Account #6589-4950 M&T Bank Checking Account #68571887 PNC Bank Checking Account #51-4001-3017 Total Cash and Cash Equivalents No. of Shares Stocks 600 Allied Irish Banks 300 Altria Group, Inc. Dividend at Date of Death 600 Amerigas Partners LP 300 AT&T, Inc. 200 BP Prudoe Bay Royalty Trust 300 Bristol Myers Squibb Co. Dividend at Date of Death 100 Chevron Corp. 200 Clorox Company 403 Coastal Caribbean Oils & Minerals Ltd. 150 ConocoPhillips 600 Consolidated Edison, Inc. 484 Dominion Resources, Inc. 600 Duke Energy Corp. 300 Eli Lilly & Company 300 Exelon Corp. 2,100 Exxon Mobil Corp. $ 31.49 79,261.08 16,466.80 16, 024.11 417.00 8,614.50 123.00 26,961.00 9,085.50 23,448.00 10,277.25 102.00 10,885.00 13,376.00 20.96 10,956.75 35,670.00 25,013.12 12,906.00 12,003.00 12,342.00 179,665.50 111,783.48 (1) Estate Inventory (Continued) No. of Shares Stocks 300 First Trust Energy Income & Growth Fund 545 Frontier Communications Corp. 300 H J Heinz Company Dividend at Date of Death 300 Intel Corp. 200 Kimberly Clark Corp. 300 Kinder Morgan Energy Partners LP 300 Merck & Co., Inc. 600 Penn Virginia Resource Partners LP 600 Pepco Holdings, Inc. 300 Philip Morris International, Inc. Dividend at Date of Death 300 Plum Creek Timber Company, Inc. 600 PNC Financial Services Group, Inc. 1,500 PPL Corp. 200 Procter & Gamble Company 300 Southern Company 1,500 Verizon Communications, Inc. 3 00 Windstream Corp. Dividend at Date of Death Total Stocks Face Amount Bonds, Debentures & T-Bills 10,000 Allegheny Cnty PA Residential Dtd:09/15/2002; Mat:05/01/2033; 5.2% Interest at Date of Death 10,000 Chambersburg PA Area Sch Dist Dtd:07/27/2011; Mat:02/01 /2034; 4.65% Interest at Date of Death 10,000 Penna Hsg Fin Agy Singl Page 2 8,718.00 2,787.68 15,929.57 144.00 7,561.50 14,532.00 25,099.50 11,577.00 15,747.00 12,114.00 23,169.00 231.00 11,220.00 35,622.00 42,855.00 13,256.00 13,411.50 58,275.00 3,505.86 75.00 $ 10,034.40 93.89 10,506.70 205.38 10,180.50 $ 707,697.19 (2) Face Amount 20,000 5,000 50,000 25,000 10,000 30,000 5,000 20,000 Page 3 Estate Inventory (Continued) Bonds, Debentures & T-Bills Dtd:10/14/2010; Mat:10/01/2039; 4.75% Interest at Date of Death Penna Hsg Fin Agy Dtd:03/29/2006; Mat:04/01 /2031; 4.75% Interest at Date of Death Penna Hsg Fin Agy Singl Dtd:03/29/2007; Mat:10/01/2037; 4.7% Interest at Date of Death Penna St Tpk Commn Rev Dtd:01 /22/2009; Mat: 06/01 /203 9; 5% Interest at Date of Death Penna St Tpk Commn Oil Dtd:08/O1/1998; Mat:12/O1/2027; 4.75% Interest at Date of Death Philadelphia PA Arpt Rev Dtd:08/16/2007; Mat:06/15/2018; 5% Interest at Date of Death Pittsburgh PA Wtr & Swr Auth W Dtd:03/02/1998; Mat:09/O1/2027; 0% Pittsburgh PA Wtr & Swr Auth W Dtd:03/02/1998; Mat:09/O1/2027; 0% State Pub Sch Bldg Auth PA Dtd:06/15/2003; Mat:05/01/2021; 4% Interest at Date of Death Total Bonds, Debentures & T-Bills Tangible Personal Property 1971 Pontiac LeMans sedan, 124,000 miles 125.35 19,923.80 250.69 5,017.50 62.01 52,129.00 243.06 25,009.50 115.45 10,843.40 29.17 13,482.90 2,928.50 20,395.40 144.44 $ 181,721.04 $ 8,000.00 (3) Estate Inventory (Continued) Face Amount 25,000 312.779 250,000 4,000 Page 4 Tangible Personal Property 2002 Buick sedan -poor condition Household goods and furnishing and miscellaneous personal effects Total Tangible Personal Property Miscellaneous AARP -refund, unearned membership dues MetLife Insurance -refund of unearned premium for long term care insurance Refund of unearned insurance premium Total Miscellaneous Real Property Real estate situate in Camp Hill Borough, Cumberland County, Pennsylvania, known as 1956 Chestnut Street; Tax Parcel Number O 1-22-05 3 6-007A-UA-195 6 Total Real Property Mutual Funds Fedl Home Loan Mtg Corp Remic Ser 2949 Mat:10/15/2034; 5.25% Interest at Date of Death First Eagle Gold Fund Cl A Govt Natl Mtg Assn Remic Ser 2003-91 Mat:10/20/2033; 5.5% Interest at Date of Death Govt Natl Mtg Assn Remic Ser 2005-55 Mat:06/20/2031; 5.0% Interest at Date of Death $ 500.00 1,500.00 $ 37.01 954.14 88.00 $ 168,000.00 204.13 0.99 9,370.86 6,399.63 32.10 252.11 1.10 10,000.00 1,079.15 168,000.00 (4) Face Amount 20,000 8,000 25,000 100,000 600 Page 5 Estate Inventory (Continued) Mutual Funds Govt Natl Mtg Assn Remic Ser 2005-74 Mat:09/16/2035; 5.0% Interest at Date of Death Govt Natl Mtg Assn Remic Ser 2005-92 Mat:01/20/2032; 5.0% Interest at Date of Death Govt Natl Mtg Assn Remic Ser 2009-93 Mat:10/20/2039; 5.0% Interest at Date of Death Govt Natl Mtg Assn Remic Ser 2011-129 Mat:09/20/2040; 4.0% Interest at Date of Death Tortoise Energy Infrastructure Corp. Total Mutual Funds Total Inventory $ 22,870.98 97.22 1,722.98 7.67 28,548.52 121.53 99,789.88 388.78 25,554.00 $ 195,362.48 $ 1,375,643.34 (5)