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HomeMy WebLinkAbout08-26-13 (3) ,� ��..�.� _�.rt�,,,�� ,�„� �,.��,.�� .� , =�-.��.�.,�-��,,��.,�,�__�.��.�..�„�..,. ,R...: ,��,__.«.,,����.��..�,.�. r y INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS } File Number 21-12-1310 Floyd A Fahnestock Jr Personal Representative(s)of the Estate of Georganna L Stevens r� r� � C O �"'� r'e; � deceased, depose(s)and say(s)that the items appearing in the following inventory include all of t� ' �` �'' � situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the p�l '��}sonal asset p� 8r er item of said inventory represents its fair value as of the date of the decedenYs death,and that Dec�tle�t�nedR�d eai�esf�ach outside of the Commonwealth of Pennsylvania except that which app in a emorandu —' �'� I verify that the statements made in this Inven- � ��� �n r� �ntor-�r ' tory are true and correct. I understand that false state- � �� ments herein are made subject to the penalties of F yd ahnestoC Jr ,�., , '. =-� • , i .� �. _ , 18 Pa.C.S. §4904 relating to unsworn falsification to l .. � - __. . _.; ._ ..y authorities. } , _.a _�,�� Attorney-- (Name) Edmund G. Myers � (Supreme Court l.D. No.) 20558 (Firm) JOHNSON DUFFIE (Address) 301 MARKET STREET Lemo ne PA 17043 (Telephone) (717) 761-4540 DATE OF DEATH LAST RESIDENCE 11/21/2012 16 Salt Road DECEDENT'S SOC.SEC.N0. Enola, PA 17025 212-62-0412 FIGURES MUST BE TOTALED Personal Proq�rtv_ Cas h.............................................................................. ................. 21,228.34 Personal Property........................................................................ 40,101.50 Stoc ks/L isted............................ .................................................... 1,266,455.12 Stocks/Closely Held..................................................................... Bonds............................................................................................ MutualFunds................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... All Other Pro ert 15,664.04 p y........................................................................ Total Personal Property........................................ 1,343,449.00 Total Real Property................................................ 167,907.00 Total Personal and Real Property.. ...................... �-1,511,356.00 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.(See 20 Pa.C.S.§3301(b)) Form RW-09 Rev�o-�s-zoos � r � INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss File Number 21-12-1310 DATE OF DEATH LAST RESIDENCE 16 Salt Road DECEDENT'S SOC.SEC.N0. 11/21/2012 Enola, PA 17025 212-62-0412 �b 2012 U.S. Individual Income Tax Return-Refund 30.00 Automatic Deposit to PNC Individual Checking Account/After date of death -Cash 423.94 received PNC Bank Checking Account No. 5140380124-Date of Death Letter is Attached to this 14,993.86 Return PNC Bank Savings Account No.5130113145-Date of Death Letter is Attached to this 1,280.54 Retu rn Wells Fargo Advisors Brokerage/Investment Account No. 6330-1738-Cash Sweep 4,500.00 Account Total Cash 21,228.34 Personal Pro�rtv 1987 Chevrolet Truck Series 1500--Sales Price 850.00 Cemetery Plots -Washington National Cemetery 25,632.00 Personal Property sold at Auction by Chuck Bricker,Auctioneer-Proceeds from 13,619.50 Auction/Expense Sheet is Attached Total Personal Property 40,101.50 Stocks/Listed 531.0000 shares Duke Energy Corporation 32,061.78 2,480.0000 shares Enterprise Products Partners, L.P. 127,695.20 797.0000 shares Spectra Energy 22,164.57 (Attach additional sheets if necessary) Total Personal Property and Real Estate 1,511,356.00 .� r �_��,.� :���� .�V..� � s� ���� �x,.::��.�.,:.2.�,,.,-� ..,� �:A-.� =x.�-�� .,��;���.,�._ , INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS } File Number 21-12-1310 DATE OF DEATH LAST RESIDENCE 16 Salt Road 11/21/2012 DECEDENT'S SOC.SEC N0. Enola, PA 17025 212-62-0412 Welis Farao Advisors Brokeragg/�nvea+ment Acco�nt ti� ���r� �738 650.0000 shares Altria Group Inc-Com 21,329.75 500.0000 shares AT8�T Inc. -Com 16,866.50 19,728.0000 shares BB&T Corporation 558,992.88 200.0000 shares Chevrontexaco Corp-Com 20,753.00 600.0000 shares Cisco Systems Inc -Com 11,067.00 600.0000 shares Coca-Cola Hellenic Bottling -Sponsored Adr 22,407.00 750.0000 shares Comcast Holdings Corp-CL A 27,341.25 62.0000 shares Dun&Bradstreet Corp Del Ne-Com 4,677.28 1,794.0000 shares Exelon Corp-Com 51,801.75 180.0000 shares Frontier Communications Inc.-Com 786.15 32.0000 shares Gartner Inc-CL A 1,488.82 250.0000 shares Johnson&Johnson-Com 17.415.63 149.0000 shares Kraft Foods Inc-CL A 6,670.73 449.0000 shares Mondelez Int Inc. -CL A 11,487.67 250.0000 shares Moodys Corp-Com 11,536.25 2,120.0000 shares NV Energy Inc. -Com 37,799.60 -2- „ _�;,�.���� � ,.;, �,.� �. _��. - .,.,�. .�, ��_ ��_ .,,� ��,:�:.�._�.�._,. INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS } File Number 21-12-1310 DATE OF DEATH LAST RESIDENCE 11/21/2012 16 Salt Road DECEDENT'S SOC.SEC N0. Enola, PA 17025 212-62-0412 20,000.0000 Pennsylvania St Second SER G/O Unlimited B/E MBIA-CPN 3.750% Due 7/1/2017 DTD 06/10/03 FC01/01/04 20,418.00 4,240.0000 shares Pepco Holdings Inc-Com 80,825.00 650.0000 shares Philip Morris International-Com 57,489.25 5,000.0000 shares Pittsburgh PA Wtr&Swr Auth W(QAO)-CPN 4.000% Due 9/1/16 DTD 9/15/03 FC 3/1/04 5,635.25 10,000.0000 shares Pittsburgh PA Wtr&Swr Auth W(QF9)-DTD 9/15/03 MAT 09/01/2016 4% 11/21/2012 10,189.10 30,000.0000 shares Stroudsburg PA Area School District Ult OY 5.25-CPN 0.000%Due 10/01/13 DTD 05/01/1996 29,747.70 400.0000 shares Texas Instruments Inc-Com 11,696.00 190.0000 shares TLC Vision Corp-Com 0.76 750.0000 shares Verizon Communications-Com 32,231.25 400.0000 shares Wells Fargo 8�Co New-Com 13,094.00 100.0000 shares World Wrestling Entertainment Inc-CL A 786.00 Total Stocks/Listed 1,266,455.12 Mertaaa c/No pc R �pi��nFile $40,000.00 Promissory Note from Allen L. Ennis and Linda D. Ennis -Payable over 30 years at 9.5%interest with monthly payments of$336.35 beginning 10/4/87. Principal �5,664.04 balance plus interest accrued Total Mortgages/Notes Receivable -' 15,664.04 -3- _,., 4�,r.�;.r��,��. �� ��� ���.��,,£,, .,�A �,�.� �.���,� INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland SS } File Number 21-12-1310 DATE OF DEATH LAST RESIDENCE 11/21/2012 16 Salt Road DECEDENT'S SOC.SEC.NO. Enola, PA 17025 212-62-0412 Real a p Real Estate located at 16 Salt Road, Enola, East Pennsboro Township, Cumberland County, PA-Assessed Value of Real Estate(173,100.00)x CLR(.97) 167,907.00 Total Real Estate 167,907.00 -4-