HomeMy WebLinkAbout03-21-14 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA . N
COUNTYOF CUMBERLAND SS FileNumber 21 �14 0�1 � �'
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Personal Representative(s)of the Estate of MIRIAM L KULP � D r"' � "� Q
deceased, depose(s)and say(s)that the items appearing in the following inventory include all of th �n�ass s whe�v�situate
and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuation�aFed o pos�eac t�of said
inventory represents its fair value as of the date of the decedent's death, and that Decedent owned nmr�e�te oi�ide�th9
Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inve�to,�y. F-�+ n
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I verify that the statements made in this Inven- /i1. / �` � ,C�
tory are true and correct. I understand that false state- �t����� `- " "' :
ments herein are made subject to the penalties of DARLA L. RE INGER, EXECUT
18 Pa. C.S. §4904 relating to unsworn falsification to ,
authorities.
Attorney -- (Name) DAVID H STONE, ESQUIRE (Supreme CourtLD. No.) 39785
(Address) 414 BRIDGE STREET NEW CUMBERLAND PA 17070-
(Telephone) (717) 774-7435
DATE OF DEATH IAST RESIDENCE DECEDENT'S SOC.SEC.N0.
1125-2 COLUMBUS AVENUE
1/13/2014 LEMOYNE PA 17043-
FIGURES MUST BE TOTALED
Personal property from apartment 500.00
361.955 shares RBC Wealth Management-Cohen & Steers @ $13.040 each 4,719.89
1653.397 shares RBC Wealth Management-Federated Strategic Value @ $5.910 each 9,771.58
3991.045 shares RBC Wealth Management-Franklin Custodian Funds @$2.440 each 9,738.15
1713.905 shares RBC Wealth Management-Henderson Global @ $8.370 each 14,345.38
698.613 shares RBC Wealth Management-Loomis Sayles Strategic @ $16.480 each 11,513.14
345.119 shares RBC Wealth Management-Oppenheimer Steelpath @ $10.940 each 3,775.61
(Attach additional sheets as needed)
TOTAL: 95,891.52
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 10 Pa. C.S.§3301(b))
Form RW-09 rev. 10.13.06 J 1
n«�
Continuation of Inventory
MIRIAM L KULP 21 14 0147
Decedent Name Paqe 1 File Number
Description of Inventory
430.288 shares RBC Wealth Management-Pimco Funds PRLPX @$11.170 each 4,806.32
887.79 shares RBC Wealth Management-Pimco Funds PTTPX @ $10.830 each 9,614.77
RBC Wealth Management-Prime Money Market 4,184.79
381.85 shares RBC Wealth Management-T Rowe Price Intl Fund @ $12.430 each 4,746.40
358.61 shares RBC Wealth Management-Templeton Global Bd Fd @ $12.840 each 4,604.55
455.149 shares RBC Wealth Management-Thornburg Invt Tr @ $21.130 each 9,617.30
300.852 shares RBC Wealth Management-World Funds Inc New Rems @ $13.130 each 3,950.19
Verizon-refund 3.45
Subtotal $ 41,527.77