HomeMy WebLinkAbout07-09-14 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND SS File Number 2013-0834
Personal Representative(s)of the Estate of Walter A. Lyon
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) Elyse E.Rogers (Supreme Court ID,No) 41274
(Rddre s) Said s,Suitivan&R gers,635 Na 2t Street,Suite 400,Lemoyne,PA 17043
(Telephone) 717-612-5801
DATE OF DEATH LAST RESIDENCE DECEDENTS SOC,SEC.NO.
06/27/2013 509 Albright Drive,Mechanicsburg,PA 17055
FIGURES MUST BE TOTALED
SEE ATTACHED 314,548.28
O c= _
°1r C, C
C.n
ray c�O
tc^ .
(Auaek additional sheers as needed)
TOTAL: 314,548.28
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.CS.§3301(b))
Form RW-09 rev. 70.13.06
Estate of Walter A. Lyon
Date of Death: 06/27/2013
File No: 2013-0834
Attachment to Inventory
BASF SE NPV ISIN#DEOOOBASF111 SEDOL#5086577 $22,228.64
Dreyfus Created China Cl 1
4,849.84
Fidelity Canada
Fidelity Latin America 4,667.86
13,672.76
Vanguard International Explorer Investor
7,469.38
Metro Bank Checking Account 513184275 114,176.60
Metro Bank Checking Account 513184275 interest accrued
to date of death
Emigrant Bank Savings Account 5800616251 1 87
79,340.42
Emigrant Bank Savings Account 82.51
Emigrant Bank VFD Savings Account 1,219.08
Emigrant Bank Savings Account
1,777.79
Fidelity Investments Account Z43713589 3,520.69
TIAA-CREF Annuity Contract Y0762842/AO762840 2,620.93
TIAA-CREF Annuity Contract ID027141/OU439568 5,350.50
TIAA-CREF Annuity Contract 6M340664 590.36
TIAA-CREF Annuity Contract 6M476708 332.92
TIAA-CREF Annuity Contract 6M536873 313.08
TIAA-CREF Annuity Contract 6M633738 559.74
Travelers Checks
Metro Bank Account 0537048670 180.00
Silver and End Tables (sale price) 1,232.41 310.00
Jacobian Cupboard (sale price)
2003 Toyota Avalon 485.00 7,000.00
1987 Ford Econoline 150 (sale price) 900.00
PA Unclaimed Property - Erie Insurance refund
3.00
John Hancock premium credit returned 30.00
2012 tax refund
USAA points redeemed 756.89 750.00
Additional misc. household items 1,175.00
Fidelity Investments IRA Account 147-255882 (estate was the
beneficiary) 38.951.01
TOTAL
$314,548.28