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INVENTORY
REGISTER OF WIL~~ixti~'bertan~ ~~ COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANI,4,,,~ I~ ~ r;~ ~ , 21-] 1-0879
COUNTY OF Cumberland ~ ~~~ 31 ~ I ~ ~~ 1 ~ File Number
Richard S. Sim son II Executor
Personal Representative(s) of the Estate ofl ~~t'A!~ ~andt' `' ` {
deceased, depose(s) and say(s) that the ~~i~.trtk~et-~folhing inventory include all of the personal assets wherever situate
and all of the real estate in the Commonwealth of Pennsylvania of satd 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 memoran mat the end of this inventory.
I verify that the statements made in this Inven- (.,~ ,~ 8'.. ` X P ~' V `~ 2
tory are true and correct. f understand that false state- is ar impson, xecu or
menu herein are made subject to the penalties of 282 Lowther Street
18 Pa.C.S. § 4904 relating to unsworn falsification to emoyne,
authorities.
Richard C. Snelbaker, Esquire (Supreme Courl I.D. No.) 6355
Attorney -- (Name)
Snelbaker & Brenneman, P.C., 44 West Main Street, Mechanicsburg, PA 17055
Add
ress)
(
(Telephone) 717-697-8528
DECEDENT'S SOC. SEC. NO.
DATE OF DEATH LAST RESIDENCE
08/08/2011 124 South Market Street, Shiremanstown, PA 17011
FIGURES MUST BE TOTALED
1. Property known and numbered as 124 South Market Street, Shiremanstown, PA 17011 (sale value) 157,447.21
2. MetLife, 158 shares of common stock valued at $34.21 per share 5,405.18
3. Principal Financial Group, Inc., 202 shares of common stock valued at $23.73 per share 4,793.46
4. U.S. Savings Bonds, 221 savings bonds consisting of E, EE and 1 Bonds 142,961.45
5. 2000 Cadillac Deville, sale value 3,000.00
20.00
6. Cash found in Decedent's possession
7. Citizens Investment Services, IRA, account #L7K000094 120,373.20
8. CUNA Mutual Group, IRA, account #000060127376 22,912.34
9. Encompass of America, premium refund due the decedent on auto insurance 182.00
10. Household goods, gross proceeds from sale 632.50
1 1. Jewelry consisting of ladies 14K yellow gold diamond solitaire, appraised value 6,500.00
12. Merrill Lynch, investment account, #872-33912 402,387.57
13. Morgan Stanley-Smith Barney, investment account, #724-11415-19-019 17,176.05
14. Morgan Stanley-Smith Barney, investment account, #724-11906-15-019 49,733.47
15. Patriot News, subscription refund due the decedent 70.91
16. Sports Illustrated, subscription refund due the decedent 39.87
Total carried from page two of Inventory 322,003.90
(Attach additional sheets as needed)
TOTAL: 1 255 639.11
NOTE: ~fhe Memorandurri 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. § 330/(b))
Form kW-09 rev. /0. /3.06
. ~ ..
ESTATE OF ROBERT E. BRANDY
INVENTORY -CONTINUED
17. M&T Bank, various accounts as follows: $118,369.24
Checking account #42680778 - $1,919.39
Certificate of Deposit #31003918742791 - $30,054.69
Certificate of Deposit #31003917889453 - $10,450.76
Certificate of Deposit #31003918742501 - $30,248.50
Certificate of Deposit #31003918742585 - $45,695.90
18. Belco Community Credit Union, various accounts as follows $198,927.50
under account #009370:
Savings (#S 1) - $2,674.78
Money Market (#S 16) - $124,093.34
Checking (#S4) - $7,092.65
Money Market (#S6) - $720.56
Certificates of Deposit - $64,346.17
19. U.S. Treasury, refund due the decedent on 2011 Final Individual $ 2,156.00
Income taxes (Form 1040)
20. Various coins found in safe deposit box $ 615.15
21. Verizon, pension payment due the decedent $ 1,936.01
SUB TOTAL FOR THIS PAGE: $322,003.90