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Home My WebLink About06-12-14 (3) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COLINTY OF PHILADELPHIA SS File Number 21-13-0446 Personal Representative(s)of the Estate of Lewis S.Kunkel,Jr. 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 unsworn falsification to authorities. Attorney-- (Name) Kathleen A. Stephenson (Supreme Courtl.D.No.) 29618 (Address) Pepper Hamilton LLP,3000 Two Logan Square,Philadelphia,PA 19103-2799 (Telephone) �215)981-4311 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO. April 8,2013 916 McCormick Road,Mechanicsburg,PA 17055 253-60-4955 FIGURES MUST BE TOTALED See attached 9,688,555.09 N -�—'� "°7 � --� �� f°1 � � �..�� f-� .:.._ .%,.J � ::,."} �-� � ,J i i�� _ t..} � . �":7 -��_ r : F� _..� ... ':��; f�� .,_ _.... �._..� : �... r� . . c�-� .' r,. ','�.7 3 �.`) _. —Q `._; `'�I f—] c`> � — "i ``-y C— _,.. C"'� . �� rv r._ m _ --i �`-' �- � � -�1 O (Attach additional sheets as needed) TOTAL: 9,688,555.09 NOTE: The h4emorandum 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(bJ) Form RW-09 rev. /0./3.06 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COiJNTY OF PHILADELPHIA SS File Number 21-13-0446 Personal Representative(s)of the Estate of Lewis S.Kunkel,Jr. 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 � c;=._..- - '"� 18 Pa.C.S. § 4904 relating to unsworn falsification to "lf � authorities. Attorney-- (Name) Kathleen A. Stephenson (Supreme Court I.D.No.) 29618 (Address) Pepper Hamilton LLP,3000 Two Logan Square,Philadelphia,PA 19103-2799 (Telephone) �215)981-4311 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.N0. April 8,2013 916 McCormick Road,Mechanicsburg,PA 17055 253-60-4955 FIGURES MUST BE TOTALED See attached 9,688,555.09 (Attach additional sheets as needed) TOTAL: 9,688,555.09 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)) FormRW-09 rev. 10.13.06 Estate of Lewis S Kunkel, Jr. Estate Inventory Valued as of Date of Death Cash and Cash Equivalents American Express- litigation settlement $ 10.48 Mountain West Bank, Idaho 162.57 Tax Free Money Market Fund/Cash RBC Select Class RBC a/c#303-93050 447,632.99 Interest at Date of Death 1.05 Trust under Will Item IX of Rubye Kunkel -accumulated income 1,007.68 Trust under Will Item XI of Lewis S. Kunkel -accumulated income 9,901.92 Total Cash and Cash Equivalents $ 458,716.69 No. of Shares Stocks 1,000 Advanced Micro Devices Inc Com NYSE $ 2,435.00 1,000 Alcatel-Lucent Sponsored Adr NYSE 1,365.00 3,000 Applied Matls Inc Com Nasdaq 39,570.00 1,192 Berkshire Hathaway Inc Del CI B New Nyse 124,510.36 5 Berkshire Hathaway Inc Del CI A NYSE 783,680.00 1,000 Caterpillar Inc Del Com Nyse 84,530.00 2,250 CISCO Sys Inc Com Nasdaq 46,350.00 Dividend at Date of Death 382.50 500 Clorox Co Del Com NYSE 43,392.50 800 Conagra Foods Inc Com NYSE 27,516.00 1,200 Conagra Foods Inc Com Nyse 41,274.00 4,526 Conocophillips Com Nyse 266,694.55 4,000 Deere Co Com Nyse 344,860.00 Dividend at Date of Death 2,040.00 1,000 Dell Inc Com NASDAQ 14,195.00 Dividend at Date of Death 80.00 4,932 Dow Chem Co Com Nyse 151,017.84 Dividend at Datz of Death 1,578.24 5,400 Du Pont E I De Nemours Co Com NYSE 262,062.00 1,000 EMC Corp-Mass Com Nyse 23,090.00 400 Expeditors Int�Wash Inc Com NASDAQ 14,431.00 5,280 Exxon Mobil Corp Com Nyse 467,966.66 Page 1 (1) Estate Inventory(Continued) No. of Shares Stocks 121 Fidelity National Financial CI A Nyse $ 3,161.43 53 Fidelity Natl Information Svcs Com NYSE 2,068.06 850 Fluor Corp New Com NYSE 53,035.75 19,200 General Electric Co Com Nyse 441,120.00 Dividend at Date of Death 3,648.00 1,700 Halliburton Co Com NYSE 65,279.66 1,000 Harsco Corp Com NYSE 23,565.00 2,000 Hewlett Packard Co Com Nyse 43,900.00 1,000 Intel Corp Com Nasdaq 20,945.00 10,000 Iparty Corp Com AMEX 4,455.00 875 Jacobs Engr Group Inc Del Com NYSE 46,921.88 634 Kinder Morgan Inc Del Com NYSE 23,974.71 960 Kinder Morgan Inc Del W Exp 05/25/2017 NYSE 4,920.00 26 Lender Processing Svcs Inc Com NYSE 640.64 3,512 LSI Corporation Com Nyse 22,406.56 102 M &T Bank 10,281.60 1,704 Monsanto Co New Com Nyse 179,209.68 Dividend at Date of Death 639.00 171 Motorola Solutions, Inc. 10,733.67 Dividend at Date of.Death 44.46 7,000 Pfizer Inc Com Nyse 202,335.00 2,263 Phillips 66 Com Nyse 142,229.55 400 Powerwave Technologiss Inc Com New OTC OTHER 9.36 565 Schlumberger Ltd Com Nyse 42,149.00 Dividend at Date of Death 176.56 960 Transocean Ltd Reg Shs Nyse 48,748.80 1,000 Wajax Corp Com TORONTO SE 36,073.35 Dividend at Date of Death 264.80 Total Stocks $ 4,175,957.17 Par Value Bonds, Debentures &T-Biils 100,000 Allegheny Cnty Pa Dt 03/14/2007 5.000% 11/01/2032 NASDAQ $ 107,836.00 Interest at Date of Death 2,194.44 250,000 Allegheny Cnty Pa Hosp Dev Aut Dt 03/24/2010 0.070% 05/15/2037 NASDAQ 250,000.00 Page 2 (2) Estate Inventory(Continued) Par Value Bonds, Debentures &T-Bills Interest at Date of Death 11.67 100,000 Atlegheny Cnty Pa Hosp Dev Aut Dt 06/03/2009 5.125% 08/15/2024 NASDAQ 116,009.00 Interest at Date of Death 768.75 100,000 Berks Cnty Pa Mun Auth Rev Dt 07/15/2009 5.500% 11/01/2024 NASDAQ 117,506.00 Interest at Date of Death 2,413.89 100,000 Central Bucks Pa Sch Dist Dt 03/15/2008 5.000% 05/15/2024 Nasdaq 120,980.00 Interest at Date of Death 2,000.00 100,000 Delaware Valley Pa Regl Fin Au Dt 08/01/1998 5.500% 08/01/2028 Nasdaq 118,177.00 Interest at Date of Death 1,038.89 100,000 Easton Pa Area Sch Dist Dt 12/01/2008 5.100% 04/01/2025 NASDAQ 115,886.00 Interest at Date of Death 113.33 100,000 Geisinger Auth Pa Health Sys R Dt 08/01/1998 5.500% 08/15/2023 NAS DAQ 118,925.50 Interest at Date of Death 825.00 100,000 Lackawanna Cnty Pa Dt 12/17/2008 5.500% 01/01/2018 NASDAQ 112,947.00 Interest at Date of Death 1,497.22 100,000 Lancaster Cnty Pa Hosp Auth Re Dt 01/23/2008 5.500% 07/01/2013 NASDAQ 100,551.00 Interest at Date of Death 1,497.22 100,000 Lancaster Cnty Pa Hosp Auth Re Dt 01/23/2008 6.375% 07/01/2030 NASDAQ 107,367.50 Interest at Date of Death 1,735.42 100,000 Lancaster Pa Higher Ed Auth Co Dt 06/19/2008 5.000% 04/15/2029 NASDAQ 111,307.00 Interest at Date of Death 2,416.67 100,000 Methacton Pa Sch Dist Dt 01/01/2009 5.550% 03/01/2022 NASDAQ 118,321.50 Interest at Date of Death 585.83 100,000 Nazareth Pa Area Sch Dist Dt 11/15/2008 5.125% 11/15/2028 NASDAQ 109,564.50 Interest at Date of Death 2,050.00 100,000 New Hanover Cnty N C Hosp Rev Dt 100,000.00 Page 3 (3) Estate Inventory(Continued) Par Value Bonds, Debentures &T-Bilis 12/14/2005 0.340% 10/01/2023 NASDAQ Interest at Date of Death 7.56 100,000 Northeastern York Pa Sch Dist Dt - 08/01/2007 5.000% 04/01/2028 NASDAQ 107,981.00 Interest at Date of Death 111.11 100,000 Pennsyivania St Pub Sch Bldg A Dt 10/23/2008 5.700% 06/15/2021 NASDAQ 114,163.00 Interest at Date of Death 1,805.00 450,000 Pennsylvania St Tpk Commn Regi Dt 08/17/2005 07/15/2041 NASDAQ 450,000.00 Interest at Date of Death 45.00 100,000 Pine-Richiand Sch Dist Pa Dt 11/25/1996 0.000% 09/01/2022 NASDAQ 78,349.50 100,000 Pocono Mtn Pa Sch Dist Dt 03/15/2007 5.000% 09/01/2025 NASDAQ 111,287.50 Interest at Date of Death 527.7g Total Bonds, Debentures &T-Bills $ 2,708,803.78 Tangible Personal Property Fishing equipment $ 41,085.00 Gun collection 16,158.76 Tangible personal property located at 916 McCormick Road, Mechanicsburg, PA 38,700.00 Total Tangible Personal Property 95,943.76 Miscellaneous ADG-Keystone Plaza Associates $ 221,403.00 Long Meadows Associates 299,630.00 Total Miscellaneous 521,033.00 Real Property Dwelling & 10.55 acres 916 McCormick Road Upper Allen Township Cumberland County, PA $ 1,025,000.00 Leidy Township Clinton County, Pennsylvania Parcel#1 - 5/6 undivided interest(as tenants in common) in approximately 526 acres subject to an Oil &Gas Lease 104,117.19 Page 4 (4) Estate inventory(Continued) Real Property (tax parcel#05-01-0086-000-1) Parcel#2 - 100% interest in approximately 344 acres (sub-surface rights only) subject to an Oil & Gas Lease Vacant Land, 21.13 acres Parcel#35-024-087 Crums Mill Road Lower Paxton Township Dauphin County Harrisburg, PA 17112 315,000.00 Vacant Land, 35.82 acres Parcel#35-024-012 Crums Mill Road Lower Paxton Township Dauphin County Harrisburg, PA 17112 240,000.00 Total Real Property $ 1,684,117.19 No. of Shares Mutual Funds 500 Ishares Inc MSCI Cda Index NYSE Arca $ 13,722.50 500 Ishares Inc MSCI Australia NYSE Arca 13,267.50 100 Ishares Inc MSCI Chile Capp NYSE Arca 6,331.50 300 Ishares Tr FTSE China25 Idx NYSE Arca 10,662.00 Total Mutuai Funds 43,983.50 Totallnventory $ 9,688,555.09 Page 5 (5)