HomeMy WebLinkAbout07-07-14 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF SS File Number 2014-00384
Personal Representative(s)of the Estate of JANET C. MILLER
deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate
and all ofthe 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 en of inventory.
I verify that the statements made in this Inven-
tory are true and correct. 1 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) Timothy M.Finnerty,Esq. (Supreme Court LD. No.) 76048
(Address) 100 Pinc Street,P.O.Box 1166,Harrisburg,PA 17108-1166
(Telephone) (717)237-5394
DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO,
April 4,2014 5225 Wilson Lane,Mechanicsburg,Cumberland County,PA
FIGURES MUST BE TOTALED
x
O
T c C7 J
y�c r— vfz
SEE ATTACHED 53,567.p�,
21 N T= �ri
IV �7 Q
G't
(Attach additional sheets as needed)
TOTAL: 453,567.89
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 10 Pa.C.S.§3301(6))
Form RIV-09 rev.10.13.06
V
Estate of JANET C. MILLER
Estate Inventory ,
Valued as of Date of Death
Cash and Cash Equivalents
PNC Bank Checking Account No.
50-0097-7818 $ 24,551.26
Interest at Date of Death 0.19
U.S. Treasury - Estimated Refund re
2014 individual income tax return 775.00
Wells Fargo Money Market 18,137.50
Total Cash and Cash Equivalents $ 43,463.95
No. of
Shares Stocks
1,000 Aegon NV 7.25% $ 25,780.00
800 AT&T 28,552.00
1,465 Blackrock Credit Alloc Income 19,909.35
170 Chevron Corporation 20,258.90
900 DB Cont Cap Tr 6.55% Pfd 23,323.50
1,000 Frontier Communications 5,615.00
865 GE Cap Corp 4.875% 20,483.20
300 General Electric Company 7,858.50
Dividend at Date of Death 66.00
250 Johnson & Johnson 24,712.50
83 MetLife 4,449.22
675 Qwest Corp. 6.125% Pfd 14,974.88
700 Verizon Communications 33,708.50
Total Stocks 229,691.55
Tangible Personal Property
1996 Chrysler Cirrus $ 2,078.00
Total Tangible Personal Property 2,078.00
Miscellaneous
Prudential Life Insurance, Policy No.
21960240 $ 8,957.80
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Estate Inventory (Continued)
Miscellaneous
Total Miscellaneous 8,957.80
No. of
Shares Mutual Funds
1,231.803 IVY Funds High Income Fund A $ 10,778.28
5,950.433 IVY Funds High Income Fund B 52,066.29
2,211.538 IVY Municipal High Class A 11,124.04
3,400 Nuveen Quality Preferred Inc Fund 3 28,543.00
8,978.768 Prudential Invt 15 High Yield B 52,076.85
2,475 Western Asset High Inc. 14,788.13
Total Mutual Funds 169,376.59
Total Inventory $ 453,567.89
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