HomeMy WebLinkAbout03-25-14 , , �.. � -��..
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA
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COMMONWEALTH OF PENNSYLVANIA c � � rn
COUNTYOF CUMBERLAND � SS FileNumber 21 "-14—_ 0_02� � � 4-mj n
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Anthon L. DeLuca rn � h � v� �
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Personal Representative(s)of the Estate of n;a nA F (1�(`nnn�r � cn ='�
deceased,depose(s)and say(s)that the items appeanng in the following inventary include all of the ers�n�a�� e � �
p �ts�rev�+s�ate
and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuation plac��o`�Ite eacf�ite�o�aid
inventory represents its fair value as of the date of the decedent's death, and that Decedent owned�o r�l estatefutsi ,�'"e cSTtthe
Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this invent�y. r�—• tn o
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I verify that the statements made in this Inven-
tory are true and correct. I understand that false state- ' r - �
ments herein are made subject to the penalties of
1$ Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney-- (Name)_ Anthon L. DeLuc ,��qu i rP (Supreme Court I.D.No.)1 8 0 6 7
� (Address) 1 1 � Frnnt- St r p n u�Y Boi 1 i n��nri nqg� pA 1 7nn7
(Telephone)_ 71 7—2 5 8—6 8 4 4
DATE OF DEATH IAST RESIDENCE DECEDENT'S SOC.SEC.NO.
01 /02/2014 659 Spring Lane, Boiling Springs, PA
FIGURES MUST BE TOTALED
1. Residence situated at 659 Spring Lane, Boiling Springs, $263,000.00
PA 17007
' 2. 3,500 shares c/s of AT&T Inc. @ $35.120000 per share. 122,920.00
3. 800 shares c/s of Chevron Corp. @ $124.295000 per share 99,436.00
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4. 2,720 shares c/s of E�on Mobil Corp. @ $100.072500 per share 272,197.20
5. 425 shares of c/s of Frontier Communication Corp. @ $4.675000 1,986.88
per share
6. 1,774 shares of c/s of Verizon Communication @ $49.087500 87,081.23
per share
7. 1,025 shares of John Hancock Inv.Tr. Mass @ $18.740000 per share 19,208.50
8. 590 shares of Vanguard Utilities ETF @ $82.562500 per share 48,711.88
(Attach additional sheets as needed)
_ TOTAL: $1 437 544. 62
NQT'E: The Memorandum of real estate outside the Commonwealth of Pennsylvania may,at the eleclion of the personal representative include the value of each
item,bu[such figures should not be extended into the total of the Inventory. (See 20 Pa.C.S.§3301(b))
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INVENTORY CONTINUED
DIANE F. 0'CONNOR FILE# 21-14-0023
9. 880.90 shares of American Cap Inc. Builders CLC @ $58.030000 51,118.63
per share
10. 4,324.03 shares of American Income Fund CLC @ $20.260000 87,604.85
per share
11. 3,804.14 shares of Legg Mason Partners Equity Tr CBA Equity 67,903.90
@ $17.850000 per share
12. 18,616.08 shares of Templeton Global Invt. Tr @ $3.210000 per 59,757.62
share
13. $20,000.00 Corporate Bond of Bank of America @ $103.73970 20,785.25
14. 20,000 shares of Delaware County PA Authority Univ Rev Bonds 20,661.89
@ $102.965000
15. 20,000 shares of Stroudsburg PA Area School District Municipal 20,660.27
Bonds @ $103.04300 per share
16. 20,OQ0 shares of York County PA General Obligation Bonds 19,592.49
@ $96.618000 per share
17. Cash in Money Market account @ Morgan Stanley 9191.09
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18. Certificate of Deposit @ Barclays Bank,Wilmington, Delaware 30,812.19
19. Certificate of Deposit @ Barclays Bank,Wilmington, Delaware 20,537.91
20. Certificate of Deposit @ Barclays Bank,Wilmington, Delaware 10,267.05
21. Certificate of Deposit @ Flushing Savings Bank, New York 30,763.10
22. Miscellaneous items of household personal property 10,579.00
23. Miscellaneous items of jewelry 26 060.00
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24. Miscellaneous additional items of personal property including 23,306.00
artwork; paintings and prints of deceased's husband who was an
artist
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INVENTORY CONTINUED
DIANE F. 0'CONNOR FILE# 21-14-0023
25. Checking account at PNC Bank 2,706.35
26. Savings account at PNC Bank 10,695.34
$1,437,544.62