HomeMy WebLinkAbout09-20-13 (3) _
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�PNCBANK
ESTATE OF BRIAN LEE ALEXANDER AL50 KNOWN AS
HRIAN L ALEXANDER DECEASED
(DIED 12/26/12)
LATE OF THE BOROU�H OF MECHANICSBURG
CUMBERLAND COUNTY PA
WILL NO 2013-00114
INVENTORY
COMMONWEALTH OF PENNSYIVANIA ,
COUNTY OF e 1�IDeJ'Iaf1Ct ? SS
JANET L YOST EXECUTRIX OF THE ESTATE OF HRIAN LEE ALEXANDER ALSO KNOWN AS
BRIAN L ALEXANDER DECEASED HAVING BEEN DULY AFFIRMED ACCORDING TO LAW DID
DEPOSE AND SAY THAT THE ITEMS APPEARING IN THE FOLLOWING INVENTORY ARE
PERSONAL ASSETS MHEREVER SITUATE AND REAL ESTATE IF ANY IN THE COI�IONNEALTH 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 THE DECEDENT OWNED NO REAL ESTATE OUTSIDE THE COMONWEALTH OF
PENNSYLVANIA EXCEPT THAT WHICH APPEARS IN A MEMORANDUM AT THE END OF THIS
INVENTORY
AFFIRMED AND SUBSCRIBED BEFORE ME .
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THIS L_DAY O�YXY 20I3 .
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B PNCBANK
BRIAN ALEXANDER 27-27-004-8500066
REAL ES7ATE
433 SOUTH YORK STREET
MECHANICSBURG PA 96,000.00
FUNDS
2,807.871 UTS ARTISAN GLOBAL OPPORTUNITIES
FUND CLASS IV FD •1675
a 14.6300 41,079.15
8,781.945 UTS DOUBLELINE TOTAL RETURN BOND FUND
CLA55 N FD Ik2041
a 11 .3800 99,938.53
7,616.975 UTS JANUS INVES7MENT HIGH YIELD FUND
al 9.3400 71,142.55
11,205.193 UTS METROPDLITAN WEST
UNCONSTRAINED BOND FUND CLASS M
a 11.7500 131,661 .02
15,390.494 UTS METROPOLITAN WE57
HIGH YIELD BOND FUND CLASS M
8 10.4200 160,368.95
880.077 UTS T ROWE PRICE
HEALTH SCIENCES FUND
a 41 .1100 36,179.97
1,947.747 UTS PRIMECAP ODYSSEY AGGRESSIVE
GROWTH FUND b1651
a 19.3400 37,669.43
6,353.192 UTS T ROWE PRICE
EMERGING MARKE7S BOND
� 14.1900 90,151.79
INCOME TO 12/26/12 305.50
7,584.976 UTS VANGUARD CONV SECS FD
SH BEN INT
a 13.1300 99,590.73
16,437.351 UTS VANGUARD FIXED INCOME SECS FD ADM
� 6.1100 100,432.21
12,047.690 UTS VANGUARD FUNDS C,NMA
FUND i536 ADMIRAL SHARES
8 11.0000 132,524.59
522.650 UTS VANGUARD CAPITAL OPPORTUNITY FUND
B 77.2900 40,395.62
100,591 .890 UTS VANGUARD MONEY MARKET TRUST
RESERVES INC PRIME PORTFOLIO 7t30
a 1 .0000 100,591 .89
INCOME TO 12/26/12 2.04
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TN6N01 110/Q)I
�PNCBANK
BRIAN ALEXANDER 27-27-004-8500066
T ROWE PRICE IRA ACCOUNT HOLDIN �
FUNDS
2,218.300 UTS T ROWE PRICE BLUE CNIP GROWTH
FUND INC
� 45.1800 100,222,79
1,130.046 UTS T ROWE PRICE MID-CAP GROWTH
INCOME FUND 864
a 55.9700 63,248.67
2,184.023 UTS T ROWE PRICE NEW HORIZONS FD INC
FUND R42
a 32.7600 71,548.59
4,536.511 UTS T ROWE PRICE DIVERSIFIED
SMALL-CAP 6ROWTH FUND INC
a 17.2201 78,119.29
SH 313,139.34
FLIGHT SYSTEMS INDUSTRIAI
PRO-RATED MEDICAL LO55 RATIO
REBATE DUE EMPLOYEES FROM
AETNA HEALTH CARE 13.09
CASH FOUND IN RADIO ROOM pyi gz
TRAVELERS INSURANCE
REFUND RE INSURANCE CANCELLA7ION 123.00
FUNDX INVESTMEN7 GROUP LLC
REFUND RE NO LOAD FUNDX
SUBSCRIPTION CANCELLATION 45.73
PNC BANK NATIDNAI ASSOCIATION
CHECKING ACCOUNT M5070032457
DATE OF DEATH BALANCE 131,446.91
BOSTON MUTUAL
FINAL LONG TERM DISABILITY PAYMENT 912.00
FLIGH7 SYSTEMS INDUSTRIAL
FINAL PAYCHECK 75.70
ALLSTATE INSURANCE CO
REFUND OF UNUSED PREMIUM ON
CANCEILATION OF AUTO POLICY
•008 360 800 70.10
CHUCK BRICKER AUCTIONEER
PROCEEDS RE SALE OF 2004 TOYOTA
COROLLA 6,200.00
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�PNCBANK
BRIAN ALEXANDER 27-27-004-8500066
CON7INUED: CASH
BANK OF AMERICA
CREDIT CARD
REFUND RE MSI MORININ�S7AR
SUBSCRIPTION CANCELLATION 119.29
CHUCK BRICKER AUCTIONEER
PROCEEDS RE SALE OF PERSONAL
PROPERTY 14,803.00
CITIBANK
RETURN OF CREDIT BALANCE 41.25
TOTAL INVENTORY 1,705,265.30
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TflSN01 110/0)1