Loading...
HomeMy WebLinkAbout01-09-13 (2)r r _ _ __ _ ~ • N INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 2012-00155 Constance L. Meck Personal Representative(s) of the Estate of LOTS G. Meck ..~; deceased, depose(s) and say(s) that the items appearin in the followin Invento `~~-' 9 g ~ ry include all of th ersonal as¢Q~~s wl~ r situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the atbDn placed opp~tt~ach item of said inventory represents its fair value as of the date of the decedent's death, and that D ~Powned r~real~tate outside of the Commonwealth of Pennsylvania except that whi appears in a memoran at th d~-f~is in~ihtor~ ' I verify that the statements made in this Inven- ~ ~. r-- ""{ ~~ tory are true and correct. I understand that false state- Constance L. Meck ~"-~ ments herein are made subject to the penalties of ~ ~ ~ ~'~ 18 Pa.C.S. § 4904 relating to unsworn falsification to ~•~ 4.,.; . ,., ~, , authorities. '~ ~"= ~~ ` °'~' s : ~•~~ "J~ ~ ~~ -"~ Attorney - (Name) John F Meck Esq. (Supreme Court I.D. No.) 26439 (F~f7") ECKERT SEAMANS CHERIN ~ MELLOTT LLC (Address) 600 Grant Street, 44th Floor, Pittsburgh, PA 15219 (Telephone) 412-566-1916 DATE OF DEATH LAST RESIDENCE 916 Aspen Avenue DECEDENTS SOC. SEC. NO. 01/25/2012 U er Allen Tw PA 17055 FIGURES MUST BE TOTALED Personal Property 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 ........................ 144,817.49 24,OOD.00 345,643.92 251,736.39 766,197.80 766,197.80 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 the total of the Inventory. (See 20 Pa. C.S. § 3301(b)) Form RW-09 Rev. 10-13-2006 ~. .. INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA CouNTY of Cumberland } ss DATE OF DEATH LAST RESIDENCE 916 Aspen Avenue 01/25/2012 Upper Allen Twp, PA 1 ~S~] COUNTY, PENNSYLVANIA File Number 2012-00155 DECEDENTS SOC. SEC. NO. Cincinnati Insurance Co. -Umbrella policy refund 19.00 Genworth Insurance -Long Term Care insurance refund 74 78 Highmark Health Insurance -refund 40.01 LPL Financial Acct No. 7773-8850 -cash account 111,957.23 Messiah Village - unamortized contract balance -continuing care community 6 779.60 MetLife Life Insurance -policy paid to Estate; includes $63 02 of interest . 3,629.17 Penn National Insurance -accident deductible on car, received prior to death 500.00 Penn National Insurance -refund on homeowner's insurance 109.00 PNC Bank Checking Acct No. 2408 19,813.94 Vanguard Acct No. 93119 -includes accrued interest of 05 . 1,894.76 Total Cash Personal Pro 144,817.49 ms 2012 Mazda 5 Grand Touring -VIN - JMICW2DL6C0110258 19,000.00 Household Goods 5,000.00 Total Personal Property Gtockc/I ictprl 24 000.00 800.0000 shares American Wtr Wks Co Inc -new 26,088.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 766,197.80 ,. -- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 2012-00155 DATE OF DEATH I LOST RESIDENCE 916 Aspen Avenue 01/25/2012 Upper Allen Twp, PA suu.uvoo shares AT&T Inc -Com Accrued dividend on above item through date of death 1,500.0000 shares Atlantic Power Corp - com Accrued dividend on above item through date of death 500.0000 shares Brookfield Asset Mgmt Inc. 50.0000 shares Bunge Limited -Com 72.0000 shares Frontier Communications Corp -Com 150.0000 shares Harsco Corp -Com Accrued dividend on above item through date of death 5,321.1240 shares JP Morgan Tr I 7,285.9740 shares JP Morgan Tr II -Shares Term Bond Fid 100.0000 shares Novartis AG -Adr Sponsored 260.0000 shares Oneok Inc New -Com 1,000.0000 shares Rayonier Inc -Com 600.0000 shares Southern Co -Com 400.0000 shares Vale SA -Adr Repstg Pfd 300.0000 shares Verizon Communications -Com Accrued dividend on above item through date of death DECEDENTS SOC. SEC. NO. 8,992.50 132.00 21,937.50 143.42 15,322.50 2,933.25 342.00 3,024.00 30.75 60,926.87 80,072.85 5,452.00 22,638.20 45,915.00 26,874.00 9,522.00 11,290.50 150.00 -2- .~ • INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA CouNTY of Cumberland i ss DATE OF DEATH I LAST RESIDENCE 916 Aspen Avenue 01/25/2012 Uuper Allen Twp, PA 171 50.0000 shares Whole Foods Market Inc - Com Total Stocks/Listed COUNTYr PENNSYLVANIA File Number 2012-00155 DECEDENTS SOC. SEC. NO. )55 U.S. Savings Bond, Series EE -issued 9/1989; serial #C223170292EE 77,000.0000 General Elec Cap Corp 5.25% dtd 10/19/2007 Accrued interest on above item through date of death 50,000.0000 Pepsico Inc., 4.5% dtd 1/14/2010 Accrued interest on above item through date of death 47,000.0000 Procter 8 Gamble Co, 4.7% dtd.2/6/2009 Accrued interest on above item through date of death 50,000.0000 U.S. Treasury Note, 1.375% dtd 1/15/2010 Accrued interest on above item through date of death Total Bonds 3,856.58 345,643.92 151.04 79,521.60 1,078.00 57,161.44 62.50 55,300.20 981.78 57,460.94 18.89 251,736.39 -3-