HomeMy WebLinkAbout05-07-13 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PFNNSYLVANIA } SS r �J , (�� 1��C�
COUNTY OF Cumberland } File Number 21 - (��- ? Y,� 1
Terrence J. Kerwin, Esq. John Schneiderhan
Personal Representative(s)of the 1=state of Stydahar, Helen M.
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deceased, depose(s) and say(s)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 decedenYs 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 verify that the statements made in this Inven- �L rf%
tory are true and correct. I unde�rstand that false state- } ��'� -� ��`��� -
ments herein are rnade subject to the penalties of T�rren . KePwin Esq.
18 Pa.0 S §4904 relating to unsworn falsification to } � �,c,�C-�-"�.--
authorities.
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Attorney-- (Namel Terrence J Kerwin �su�`a,�.��ourr�o�5iv.) �9�2
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�F�rm1 Kerwin 8 Kerwin, LLP � � r-- � �-'
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Elizabethville, PA 17023 " t_-� `-"�': _=_} � �
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:;n,�or :,t n ,� iF,s,H�sioENCF 45 Devonshire Square �F-cFOE r,r.,soc sr:c No
12l11l2012 Mechanicsburg, PA 17050
FIGURES MUST BE TOTALED
Personal Propertv
2,37'! Shares First Energy Corp. (Account#700034916) 98,396.50
valued a1 $41.50 per share equals total value of$98,396.50.
Ameriprise Fonancial Services - Mutual Fund Account#020145353643002 122,722.19
DW� Investments -Account#26088573 10,464.28
Invesco Account#0671416864 86,430.69
MFS Investment Management-Account#0026-09896328654 259,809.05
Merrill Edge -Account#2AT-40843 88,992.36
(.Attach additior.al sheets ir riecessary) Total Personal Property and Real Estate $1,212,512.28
INVENTORY
(continued)
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYI_VANIA } SS
COUNTY OF Cumberland } File Number 2�
»'f o� i�E��+,��+ i,asr�H�=sioENCE 45 Devonshire Square oECEOFNr�ssoc sEC No
12/11/2012 Mechanicsburg, PA 17050
Wells Fargo Advantage Funds - Municipal Bond A -Account#3317-1009178694 287,573.54
Welis Fargo Advantage Funds -Strategic Municipal Bond A 26,004.23
Account#4313-1009178694
Franklin Templeton Investments - Franklin Income Fund - Class A 79,920.00
Account#109-90219626164
CWV TEL Federal Credit Union -Account#0000001465 5,605.45
M 8� T Bank Checking Acct.#33396795 17,259.56
M 8� T Bank Savings Acct. #15004226637378 106,053.19
Refund - Harmer Funeral Home 235.72
Refund -Country Meadows 3,045.52
Charity Gas, Inc. - royalty interest 10,000.00
Exco Resources (PA), LLC - royalty interest 10,000.00
Total Personal Property 1,212,512.28
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