HomeMy WebLinkAbout06-25-14 (2) INVENTORY
REGISTER OF WILLS OF Cumberland COUNTY,PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF FRANKLIN SS File Number 2113-1144
Personal Representative(s)of the Estate of Dean A.Weaver,Shannon M.Shertzer,James M.Weaver
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- zze„
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 unswom falsification to
authorities.
Attorney-- (Name) LeRoy S.Maxwell,Jr. (Supreme Court I.D. No) 7320
(Address) 12 Wynnecrest Drive,Waynesboro,PA 17268
(Telephone) 717-762-7096
DATE OF DEATH LAST RESIDENCE DECEDENTS SO�C.NO.
10/04/2013 38 Burket Road,Shippensburg,PA 17257 tr rn
_ CD
FIGURES MUST BE TOTALED M a C-� z to
1 c
Personal Property r— m CNJ't rn
Tangible Personal Property: o C3
Household Goods C� D o--T1 ::3 s20U.00
Tractor Co BrllM00
2003 Ford Explorer,VIN IFMYU93153KC86836 1i T0g,00
Intangible Personal Property:
Cash Equivalents:
M&T Select Account,Account No.2698052848 5,610.20
M&T Checking Account,Account No. 15004220851031 540.73
M&T Check for closing out account prior to death 1,290.12
Paycheck from Wal-Mart 1,148.08
Final Paycheck from Wal-Mart 1,152.01
U.S.Department of Treasury,Federal Income Tax Refund 1,413.00
Total from Additional Sheet 109,618.26
(Attach additional sheets as needed)
TOTAL: 133,972.40
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 R W-09 rev. 10.13.06
Securities.
Securities America Brokerage Account, no. 73U-085518:
32.135 shs. Eaton Vance Dividend
Builder Fund Class C @ 12.38 $ 397.85
242.539 shs. Eaton Vance Short
Duration
Strategic Income fund Class C @ 7.39 1;792.35
209.465 shs. Eaton Vance Global
Dividend
Income Fund Class C @ 7.78 1,629.63
1586.373 shs. Franklin Income
Fund Class C @ 2.35 3,727.99
1512.643 shs. Eaton Vance
Dividend Builder Fund Class C @ 12.38 18,726.52
3417.81 shs. Eaton Vance Short
Duration Strategic Income Fund
Class C @ 7.39 25,257.64
2771.87 shs. Eaton Vance Global
Dividend Income Fund Class C @ 7.78 21,567.92
15001.51 shs. Franklin Income
Fund Class C @ 2.35 35,253.55
Other Securities:
17.065 Shares of Wal-Mart Stock @ 72.80 1, 241.68
109,595.13
Refunds:
Centuryl-ink 23.13
TOTAL PERSONAL PROPERTY(carried forward to first page) $ 109,618.26