HomeMy WebLinkAbout01-10-13 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
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~~~lUlfShPV~E'A(TI((),~ ~E J SYLV'ANIA t SS
File Number 2012 00429
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~T~crsonal Keprescntative(s) of the Estate of Edwin A. JUlius
dcccuscd,(CJ~o~~s)'~2fid say(s) that the items appearing in the following inventory include all of the personal assets wherever situate
and ~~~tl~~~a~'e~tfc''.~ir;~tl~ie Commomvealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said
invcn77or ~ ~ r~ t{>,it~ fpir y~µe as of the date of the decedent's death, and that Decedent owned no real estate outside of the
C~#d~,~~~ Pennsylvania except that which appears in a memorandum at the end of this inventory.
I verify that the statements made in this Inven-
tory arc u~uc and con~ect. I understand that false state-
ments herein are made subject to the penalties of
1 S I'a. C.S. ~ 4904 relating to unsworn falsification to
authorities.
~~tturney -- INunxc) Kent H. Patterson (Supreme Court LD. tUo.~
(.-1drlre.cs) 221 Pine Street Harrisburg PA 17101
I"l'elephnne) (717) 238-4100
DATE OF DCATH I AST RESIDENCE DECEDENT'S SOC. SEC. NO.
3 Victoria Way
3/26/2112 Camp Hill PA 17011 201-07-4871
FIGURES MUST BE TOTALED
Metro Bank Account #05125089590 3,955.83
Highmark Insurance refund 241.09
Ohio Casualty refund 583.70
Fidelity Mutual Distributing Trust 22.85
Social Security Administration payment 1,697.00
Maguire Ford lease refund 189.00
Alcatel-Lucent common stock - 7 shares 17.01
(Aturc/r udditiona/ sheets as needed)
TOTAL: I 328,273.39
~Ul 6. l-he Vlcnxxandum of real estate outside die Commonwealth of Pennsylvania may, at the election of [he personal representative include die value of each
item. but such figures should not he expended info the total of [he inventory. (,See 20 Pa C. J'. ~~ 330/(6))
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Continuation of Inventory
Edwin A. Julius
Decedent Name
Description of Inventory
AT&T common stock - 500 shares
Bank of America common stock - 200 shares
Comcast Corp common stock - 48 shares
Fairpoint Communications common stock - 15 shares
FNB Corp common stock - 628 shares
Ford Motor Company common stock - 100 shares
Frontier Communications common stock - 791 shares
Hersha Hospitality Trust (REIT) - 730 shares
Hospitality Properties Trust (REIT) - 630 shares
Idearc Inc. common stock - 39 shares
ING Groep NV preferred stock - 400 shares
Medical Properties Trust {REIT) - 350 shares
Pepco Holdings common stock - 775 shares
Verizon Communications common stock - 796 shares
Windstream Corp common stock - 800 shares
John Hancock Preferred Income Fund - 350 shares
2012 00429
~ File Number
15,895.00
1,986.00
1,456.80
0.00
7,749.52
1,248.00
3,298.47
3,978.50
16,411.50
0.00
8,792.00
3,374.00
14,763.75
31,306.68
9,544.00
7,605.50
Subtotal I $ 127,409.72
Continuation of Inventory
Edwin A. Julius 2012 00429
Decedent Name Paae 2 File Number
Description of Inventory
Income Fund of America stock - 3,597.363 shares 63,205.67
Nuveen Preferred Income Fund - 1400 shares 12,404.00
Advantage Government Liquidity Fund - 90,466.97 shares 90,466.97
VA Life insurance proceeds 28,080.55
Subtotal S 194,157.19
Grand Total S 328.273.39