HomeMy WebLinkAbout06-19-14 (3) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COLJNTY OF CU1vIBERLAND SS File Number 2013-1167
Personal Representative(s)of the Estate of Joyce H.Greenawalt
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 �A/� �
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney-- (Name) Elyse E.Rogers � � (Supreme Court I.D.No.) 41274
(Address) Saidis,Sullivan&Rog rs,635 North 1 th St et,Suite 400,Lemoyne,PA 17043
(Telephone) �17-612-5801
DATE OF DEATH LAST RES�DENCE
FIGURES MUST BE TOTALED
SEE ATTACHED 395,85112
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(Attach additional sheets as needed)
TOTAL: 395,851.12
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. 10.13.06
Estate of Joyce H. Greenawalt
Date of Death: 10/10/2013
File No: 2013-1167
Attachment to Inventory
Chevron Corp New $23,082.00
Dominion Res Inc VA New 24,822.00
Microsoft Corp 6,715.00
Verizon Communications Inc 9,306.00
Verizon Communications Inc - dividend declared prior to
date of death 106.00
Aegon N V 18,415.60
Gabelli Util Tr Pfd A 5.625% 21,852.00
Calamos Conv Opp and Inc Fd 12,490.00
Calamos Conv Opp and Inc Fd - dividend declared prior to
date of death 95.00
Clearbridge Energy MLP Fd Inc 10,434.00
Invesco Unit Trs 23,881.90
Barclays Bk PLC Mtn Nt dtd 9/30/10 mat 9/30/15 25,248.85
Barclays Bk PLC Mtn Nt dtd 9/30/10 mat 9/30/15 - interest
accrued to date of death 17.57
Qwest Corp Nt 7% 13,079.00
PA St Tpk Commn dtd 1/22/09 mat 6/1/2039 25,156.75
PA St Tpk Commn dtd 1/22/09 mat 6/1/2039 - interest accrued
to date of death 451.39
PNC Bank Checking Account 5070079925 9,154.76
Wells Fargo Checking Account 1738612314 100.00
Wells Fargo Savings Account 140632415 0.13
Merrill Lynch Money Market Account 872-30999 30,772.91
Goldman Sachs Bk USA NY CD dtd 10/19/11 mat 10/19/21 39,992.92
Goldman Sachs Bk USA NY CD dtd 10/19/11 mat 10/19/21 -
interest accrued to date of death 545.08
GE Cap Retail Bk Draper Utah CD dtd 9/24/10 mat 9/24/15 15,247.86
GE Cap Retail Bk Draper Utah CD dtd 9/24/10 mat 9/24/15 -
interest accrued to date of death 12.68
GMAC Bk Midvale Utah CD dtd 3/27/09 mat 3/27/14 25,328.20
Estate of Joyce H. Greenawalt
Date of Death: 10/10/2013
File No: 2013-1167
Attachment to Inventory (continued)
GMAC Bk Midvale Utah CD dtd 3/27/09 mat 3/27/14 - interest
accrued to date of death 32.87
GE Cap Bk Inc Retail CD dtd 1/23/09 mat 1/25/16 26,476.60
GE Cap Bk Inc Retail CD dtd 1/23/09 mat 1/25/16 - interest
accrued to date of death 196.06
Wells Fargo CD 9015149793 5,458.50
Wells Fargo CD 9015149793 - interest accrued to date of death 1.18
Highmark Inc refund 561.60
Travelers - refund of renters insurance 153.00
Bank of America refund 25.98
US Treasury - 2013 refund 1,358.00
Unum/Paul Revere Variable Annuity Life Insurance Co Annuity
Contract 00026928 - Beneficiary: Estate of Joyce Greenawalt 25,279.73
TOTAL $395,851.12