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HomeMy WebLinkAbout05-30-14 (3) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUIvMERLAND SS File Number 21-13-1013 Personal Representative(s)of the Estate of William J.Healey deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth 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 Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unworn falsification to authorities. Attorney-- (A7ame) John A.Feiehtel �_ (Supreme Courl LD.NO) 77426 (Address) 635 N. 12th Street,Suite 400,Lemoyne,PA 17043 (Telephone} 717-612-5803 DATE OF DEATH LAST RESIDENCE DECEDENTS SOC.SEC.NO. 09/12/2013 325 Wesley Drive,Mechanicsburg,PA 17055 022-12-2658 FIGURES MOIST BE TOTALED See attached. 1,351,238.85 ry © mir1 C M 1 CS M SP1 rr1 -rl rT C.0 l =•°-`O �'v'i -Ti r.„7 C C) O -TM -'t'1 � -'p C'S\) f1' �, ti"1 Cr7 -rZ•� T S (Attach additional sheets as needed) TOTAL: 1,351,238.85 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 figums should not be extended into the total of the Inventory. (See 20 Pa. C.S.§3301O) Form RW-09 rev.10.13.06 �\{'1 KX, Inventory Estate of William J: Healey As of 09/12/2013 Description Accrued Interest Value Total Checking Accounts Mid Penn Bank Checking Account 9003500 0.59 35,849.16 Citizens Bank Checking Account 6100786404 0.13 38,255.19 M&T Bank Checking Account 9855288230 0.17 122,692.67 196,797.02 Money Market Accounts Fulton Bank Money Market Account 9902-19899 2.02 57,642.66 M&T Investment Group Account 4100721002 33,129.05 Fulton Financial Money Market Account 13.09 M&T Bank Money Market Account 15004230044684 1.63 238,201.57 328,986.37 Common Stocks-Held in Certificate Form/Direct Registration Fulton Financial 67,819.52 Phillips Petroleum now Phillips 66 29,792.88 Arch Chemicals 5,664.00 Quest Diagnostics 12,507.24 BP/Amoco 479.52 37,984.20 Corning Inc 41.20 6,073.91 Carlisle Companies, Inc. 55,544.00 PPL 73.50 6,099.50 Marathon Oil Corporation 14,518.00 Chemfix Technologies 0.00 ConocoPhillips 59,585.76 Marathon Petroleum Corporation 13,444.00 309,033.01 Common Stocks- M&T Investment Group Altria Group 7,045.00 Kraft Foods Group 2,459.39 Mondelez Intl Inc 4,309.40 Philip Morris Intl Inc. 17,271.00 31,084.79 Mutual Funds-M&T Investment Group Bridgeway Fd Inc. 8,506.58 Federated Equity Fds Strg Val Dv Inst 15,247.72 Harbor Fund Cap Appr Instl 34,424.92 Advisors Inner Circle Fd Lsv Val Eq Fd 12,984.58 Vanguard Instl Index Fund Sh Ben Int 94,441.78 Wilmington Funds MDCP Grw Instl 8,205.78 Wilmington Funds Smcp Grw Instl 10,648.70 Dreyfus/Laurel Funds Tr Intl Bd Fd 17,811.75 Federated Total Return Sers Totl Ret Instl 73.67 59,632.67 12:19 _1- 4/24/2014 Inventory Estate of William J. Healey As of 09/12/2013 Description Accrued Interest Value Total Ridgeworth Fds Seix Firt Hi Vanguard Fixed Income Secs Fd tntrm Jnvgrd 28'80 23,067.40 Vanguard Fixed Income Secs Fd L Trm Invgrd 64.65 60,850.13 Vanguard Bd Index Fd Inc Shtrm Bdidx Si 7.76 4,697.99 Guinness Atkinson Fds China& H K Fd 11.98 32,309.59 Harbor Fd Intl Fd Instl 2,872.02 Ing Mut Fd Intl R/E Fd W 36,988.73 3,719,55 Mutual Funds- Fulton Financial Advisors 426,409.89 Franklin PA Tax Free Income Fund Mutual Funds - Eaton Vance 28,843.20 Dividend Builder Fund Class A Certificates of Deposit 11,328.24 PNC Bank Certificate of Deposit 11.18 16,696.09 Refunds Hallmark insurance Refund Miscellaneous Property 1,305.64 Corning Dividend Check Marathon Oil Dividend Check 123.60 Capital Realty Investors III, LP Liquidation Distribution 96'00 535.00 754.60 1,351,238.85 az:�s -2- 4/24/2014 Law Offices of SAIDIS, SULLIVAN & ROGERS A PROFESSIONAL CORPORATION 635 NORTH 12TH STREET,SUITE 400 ROBERT C.SAIDIS LEMOYNE,PENNSYLVANIA 17043 612-5805 CARLISLE OFFICE: DANIEL L.SULLIVAN EMAIL:attorne @ssr-attorne TELEPHONE:(717)612-5800-FACSIMILE: 71 b 26 WEST HIGH STREET s com ELYSE E.ROGERS Y Y JOHN A.FEICHTEL www.ssr-attorneys.com CARLISLE,P 17013 TELEPHONE:(717)244 3{i222 MARYLOU MATHS FACSIMILE: (717)243-6486 ANNA BORRO HAYS DEAN E.REYNOSA Of Counsel TODD F.TRUNTZ STEPHEN L.GROSE SEAN M.SHULTZ REPLY TO LEMOYNE HANNAH WHITE-GIBSON Direct Dial: (717)612-5803 Email: ifeichtelCa�ssr-attornevs.com May 28, 2014 Lisa M. Grayson, Esquire, Register of Wills Cumberland County Courthouse I Courthouse Square, 102 Carlisle, PA 17013 _o C> m m Re: Estate of William J. Healey co v Za _� o Date of Death: September 12,2013 a X c) ;:0 - cj File No. 21 13 1013 ^ o r_11 M Dear Madam: o T r Enclosed for filing with your office in the above estate are the Pennsyly a�nherit�e r Q Tax Return (in duplicate) and Inventory. r n Please time-stamp the extra copy of this letter and return it in the enclosed envelope. Thank you for your attention to this matter. Very truly yours, SAIDIS-SULI & RS, P.C. By John e JAF/krh Enclosures cc: Barbara H. Lowes (w/o encls.) Richard H. Healey (w/o encls.) M o II a r N� O o rm a ' 0 y j♦� N = O M1 N 0 L d A N N � 0 0 O T--1 7 N L J e C] C 7 t, ._ LYJ . E o U n rA F N ^ i rl 141" fC O G. N E 0 OU h'-- r a ' v a. Ada O S X C� 1 N ■ C C3' �P1�Y •��� -n i r I NI O 1 I � � 1