HomeMy WebLinkAbout08-14-14 (3) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } s6 File Number 21-14-0153
Angela M Soto-Hamlin
Personal Representative(s)of the Estate of Marceilo H Soto
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 p-gate
outside of the Commonwealth of Pennsylvania except that whi appea s in a me orandVm at t end of4his inventory:-
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state- Anq#la M Soto-Hamlin rnf
menu herein are made subject to the penalties of V
18 Pa.C.S.§4904 relating to unworn falsification to — % cr, c_3
authorities. C?r - C
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Attorney-- (Name) RICHARD W. STEWART _ (Supreme CourtLD. No.) cX) 18039 T'
(Firm) Johnson Duffle _
(Address) 301 Market St.,_Lemoyno, PA 17043-0109
(Telephone) (717) 781-4540
DATE OF DEATH LASTRESIDENCE 704 Indiana Avenue
FIGURES MUST BE TOTALED
Personal Property
Cash............................................................................................... 88,268.79
Personal Property........................................................................ 1,500.00
Stocks/Listed................................................................................ 74,514.41
Stocks/Closely Held.....................................................................
Bonds............................................................................................
MutualFunds................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ i 164.283.20
Total Real Property................................................
Total Personal and Real Property........................ x_169,283.2
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'2O Pa.C.S.§3301(b))
Form RSV-09 Rev.10-la-2006 ,1
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } S6 File Number 21-14-0153
DATE OF DEATH LAST RESIDENCE 704 Indiana Avenue
CASb
Mac Life-Refund on Account 32.87
New York Life Annuity Contract No. 52155647-Date of Death letter from New York 88,017.34
Life/PNC Insurance Services is Attached,
Beneficiaries: Estate of Marcelio Soto
Reim bursement/Refunds 210.26
Woodworking Journal-Refund on Account 8.32
Total Cash 88,268.79
Personal Property
1996 Buick Park Avenue-Automobile-Contracted Sales Price 1,200.00
Personal Property/Power Tools 300.00
Total Personal Property 1.500.00
Stocks/Listed
PNC Investments Account No.004-72374
Date of Death Valuation from PNC Investments is Attached
85.9090 shares Artisan Mid Cap Value 2,280.88
882.3310 shares Eaton Vance Large-Cap Value Cl A 21.167.12
1,106.9200 shares Federated Muni Obligations FD SS 1,106.92
190.8460 shares Fidelity Advisor FL Rate High Inc CL T 1,904.64
(Attach additional sheets if necessary) Total Personal Property and Real Estate 164,283.20
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-14-0153
DATE OF DEATH LAST RESIDENCE 704 Indiana Avenue
530.8620 shares Fidelity Advisor Muni Income CL T 6.933.06
80.9870 shares JP Morgan Emerging Mkts Equity Select 1,732.31
187.1850 shares Mainstay Epoch Global Equity YId 1 3,655.72
205.6990 shares Mainstay ICap Intl FD CI A 7,347.57
1,953.7890 shares Mainstay Large Cap Growth Fund Class A 19,909.11
61.6520 shares PIMCO Unconstrained BD Intl Class 689.89
75.3990 shares Royce 100 Service Class 741.17
57.0570 shares Royce Opportunity FD Svcs CL 846.73
114580 shares T Rowe Price Intl Discovery Fund 70238
31.5910 shares T Rowe Price Mid Cap Growth 2,371.85
88.0260 shares T Rowe Price Real Estate Fund 2,003.47
1018510 shares Wells Fargo Advt Intl Bond Fund Adm Cl 1,121.59
Total Stocks/Listed 74,514.41
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