HomeMy WebLinkAbout02-13-13 (3)
~. ~ Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Edward K. Lank No. 21-12-1230
also known as Date of Death December 19, 2012
Late of: Upper Allen Township, Cumberland
County ,Deceased Social Security No. 183-12-1594
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. IlWe verify that the statements made in this Inventory are true and correct. I/We understand that false
statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities.
Personal Representative:
Name of
Attorney: Vicky Ann Trimmer
Andrew E. Lank
I.D. No.: 49679
Telephone: 717-620-2440
Persun & Heim, P.C., P.O. Box 659, Mechanicsburg,
Address PA 17055-0659 Dated:
See attached
DESCRIPTION
VALUE
~
O $598,81~E~n
W ~ rT~ ~ Q
mza qo Cn~
~ a r f.,.,, ~ ran
~~~ ca ~o
~ ao
a c ~ ~
~o
--r o r' rn
~
a ~ ~
(Attach Additional Shoats If Necessary)
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.
31558v1
Fpm RW4 (CumbeMntl County) ~ Rev. 9/9P
_.. _.. -_
r~
Estate of Edward K. Lank
Estate Inventory
Valued as of Date of Death
No. of
Shares
200
4
100
100
5,206.7401
80
200
150
40
55
490
100
200
100
Cash and Cash Equivalents
Homeland Center- refund
Janney Montgomery Scott Money
Market Account #5053-0502
Refund of acquisition fee from
Messiah Village for cottage at 593
Locust Lane, Messiah Village
Metro Bank Checking Account
#833418569
Scottrade Money Market Account
#5119457
Total Cash and Cash Equivalents
Stocks
Aflac, Inc.
Dividend at Date of Death
Biopure Corp Cl A
Dominion Resources, Inc. VA
Kellogg Company
Metro Bancorp Inc.
5206.7401 shares @ 13.07
NetApp, Inc.
Nextera Energy, Inc.
Peabody Energy Corp.
Dividend at Date of Death
Powershares QQQ Trust
Rambus, Inc.
Rite Aid Corp.
Titan Pharmaceutcls, Inc. DEL
Tortoise Energy Infrastructure Corp
Unilever Plc
Dividend at Date of Death
$ 5,598.27
55,199.25
70,884.00
3,467.37
107.47
10,217.00
70.00
0.00
5,019.00
5,442.50
68,052.09
2,43 7.20
13,511.00
3,843.00
12.75
2,535.80
243.93
504.70
89.00
8,174.00
3,703.75
31.60
~ 135,256.36
Page 1
Estate Inventory (Continued)
No. of
Shares
200
66
Par
Value
20,000
No. of
Shares
526.203
1,347.509
732.434
1,343.204
25,000
308.453
Par
Value
Page 2
Stocks
Williams Cos, Inc. DEL
WPX Energy, Inc.
Total Stocks
Bonds, Debentures & T-Bills
PA Hsg Fin Agy Singl
Dtd:03/31/2010; Mat:10/01/2028;
4.75%
Interest at Date of Death
Total Bonds, Debentures & T-Bills
Tangible Personal Property
2005 Volvo
Household goods and miscellaneous
personal effects
Total Tangible Personal Property
Mutual Funds
Aim Invesco Mid Cap Core Equity
Cl A
Blackrock Global Allocation
Investor Cl A
First Eagle Global Cl A
First Eagle Gold Cl A
GNMA Remic Trust 2010-120
Mat:06/20/2040; 4.0%
Fact:0.67422065
Interest at Date of Death
Prudential Jennison Natural
Resource Cl A
Total Mutual Funds
Mortgages & Notes
Balance owed under Mortgage Note
dated January 14, 2004, from
Melissa Stock, Obligor, to Nancy B.
Lank, Obligee, as amended on May
6,465.00
1,043.13
$ 131,395.45
$ 21,963.60
126.67
8,000.00
2,500.00
11,713.28
25,993.45
35,654.89
37,864.92
18,004.99
92.98
13,658.30
$ 126,593.63
22,090.27
10,500.00
142,982.81
(2)
Estate Inventory (Continued)
Par
Value Mortgages & Notes
29, 2009.
Total Mortgages & Notes
Total Inventory
Page 3
$ 126,593.63
$ 568,818.52
(3)