HomeMy WebLinkAbout08-28-13 (2) � �
INVENTt�RY
REGISTER OF WILL5 OF CUMBERLAND CdUNTI, PENNSYI.VANIA
COMMONWEALTH OF PENNSVLVANIA } SS
cqvr�mf oF Cumbertand } File NumAer 27-13- (;y+�q
Peter D Kirk
Peraonal Repreaantative(s)of the EsRata of Harold E Ocker
deceased,depose(s)and say(s)that the items appearing in the following invenrory include al!of She persona#assels wherever
situate and aIi of the reai estate in the Commonweaith of Pennsylvania of said Decedent,that the valuation placed opposite each
item of said inventory represents its fair value as of the date af tfie decedenYs death,and that Decedent owned no real estate
outside of the Commonwealtb of Pennsylvania excapC th�which ars in a r�emora at#he end of thia inve�tory�"i
I verify that the statements made in this Inven- j�
tory are true and correct. I understand that false state• pgter D Kirk
ment&herein are made subject tp the penalfies of
18 Pa.C.fi.§4904 relating to unswom faisification to � '— '--'—_—�__—_.__—_.—____—_—.�—_._
authorities.
Attamey- (Name} JERRY R. pUFF1E (Supreme Coud I.D.No.) Q8601
fF��"'j _JOHNSON, DUFFIE STEWART 3 WEIONER �_____ �__
(Addresa) 3�/ MARKET ST. LEMOYNE PA 17043-Qt09 ��� =v
--cz—��n- -
(Te�ePhone) (717�761-4$40 J� � o � • �
,_ a'�-Pr- :-� ---�T.s--^�_
�ATEOf DEATM LRSTRE5IQENCE ,��a g�m�ny 8rive m ,�, QEGEDERCf'SSOCi:BEGFh3.
41l28l2Q13 Cam Hhi PA 17091 �' z- ; r ,
FIt3URES MUST BE TOTALED �- � ' , e• >
'� r. --r, -,..�
Personal Propertv c> _= _' :-''
C.7 C... - C'�
Cash............................................................................................... -
"' � � 2.t1;��0.61
Pereonal Pra "" G,' "' c'
PertY........................................................................ iY J 4,700.d0
Stocksllisted................................................................................ 217,535.42
StockslClosely Heid.....................................................................
Bonds............................................................................................
MertuaiFunds................................................................................
Partnershipa and Soie Proprietorshipa .....................................
Mortgages and Notes Receivabie...............................................
AIIOther Proparty.....................�..................................................
Totat Persanal Pmperty........................................ a83,625.93
Tota!Reai Property................................................
7ota!Pensonal and Reai Proparty........................ ��MB3,825.83;
NOT�: �em�b�s�+ch fi8ures shoBWd ntof bet e iended inM tmheWto�tal ofatheenventory($�eey2�D Pa�Ce.�S�§301 @)�aa�e�repre�ntetive irxlutle ttro vatue oi earn
Fo.m RW-09 Rav.ra-+s-zoae
V �
lNVEPITORY
REGISTER OF WtLLS OF CUMBERLAND COUNTY, PENNSYLVANIA
C6MM4NlA+EAITN 6F PENNSVi.VANIA
C04JNTY OF Gumberiand } SS �i�e Number _21-13_ ��
DATE OF DEATN Lrl&T RESIDENCE 473 Bethany Drtve RECEpENTS SOQ SEC.M6.
01i28/2013 Ca_m�Hili.PA 17017 2Qd-Q3-5�7Z
�.88�1
2012 Federal Individual Income 7ax Refund T78.44
Highmark Biue Rx-Refund on Account 2.78
M&T Bank Pawer Checking Aocount No.687047�2 28,100.89
M&T Bank Powar Morrey Maricet Accaurrt Mo.15p042t$0387i8 64,681.66
i
Metro Bank Certlflcate of Deposlt-1.50°�-36 Morrth CD t02,331.81
Orretown Bank Cartiflcate of Deposit Account No.40Q�042470-Date of DeatFt Letter is 44,697.59
attached ko thia Retum
Totel Cash 241.594.51
p�rsanai Rronertv
1889 Ford Muetand Lz Convertible-Contncted Salea Prioe 4,604.�
Penonal Property 2Q4.04
Total Personal Property 4,700.00
Stocks/Listed
Weltc Farqo Inveatmant Accaunt No.1254-1274
5,632.8130 shares Goldman Sacha TR High Yield Munlclpal Fd C!A SS,737.89
12,219.4810 sharea inveaco High Yieid MuNcipal Fund CI C 124,149.83
3,348.6060 shares Weils Fargo Advantage Tax Free Fd Ciass C 39,8A7.50
TOta)BtOCksli.istBd 277,535.42
{AttacFa addkional sheets if rrecessary} TOtal P@�sOnai PtopBrty and R881 EStBta 483,825.83