HomeMy WebLinkAbout10-17-14 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA 2014-00136
COUNTY OF CUMBERLAND SS File Number
Personal Representative(s)of the Estate of Craig A.Williamson
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 end of 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) Anna Borro Hays,Esquire ��}N��� (Sup�•eme CourtLD.No.) �0375
(Address) Saidis,Sullivan&Rogers,635 North 12th Street,S 'te 400,Lemoyne,PA 17043
(Telephone) �17-612-5804
DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO.
02/09/2014 39 Creek Road,Camp Hill,PA 17011
FIGURES MUST BE TOTALED
SEE ATTACHED 1,175,904.82
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(Attach additional sheets as needed)
TOTAL: 1,175,904.82
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania inay, 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 rei�.10.13.06
Inventory
Estate of Craig A. Williamson
As of 2/9/2014
Description Accrued Interest Value Total
Cash on Hand
Westshoremen Investment Club Cash 5,525.39
Checking Accounts
Santander Checking Account 1051070589 7,730.40
Savings Accounts
Santander Money Market Savings Account 574176586 2,233.92
Santander Savings Account 574401048 9,447.71
Members 1 st Federal Credit Union 384076-00 5.00
Members 1st Federal Credit Union 384076-05 2.98 67,993.03
79,679.66
Money Market Accounts
E-Trade Financial Money Market Account 0.05 19,532.21
Common Stocks
Abbott Laboratories (Computershare) 100.61 17,036.64
Abbvie Inc. (Computershare) 186.72 23,011.73
Aflac Inc. (Aflac Inc.) 41,703.81
Sysco Corporation (American Stock Transfer&Trust Co) 458.99
Nucor Corporation (American Stock Transfer&Trust Co) 33.93 4,462.70
F.N.B. Corporation (Registrar&Transfer Co) 11,710.00
L. Brands, Inc. (American Stock Transfer&Trust Co) 32,992.9$
Walgreen Co (Welis Fargo, Transfer Agent)4003419898 36,591.44
General Electric Company(Computershare) 13,332.91
The Home Depot, Inc. (Computershare) 72,328.64
Johnson &Johnson (Computershare) 45,084.17
Pfizer, Inc. (Computershare) 3,951.34
The Clorox Company(Computershare) 42.44 5,152.52
Walmart Stores Inc. (Computershare) 27,472.50
Invesco PA Value Municipal Income Trust(Computershare) 4,247.10
Walgreen Co (Welis Fargo, Transfer Agent) 3405806479 244.76
339,782.23
Comon Stocks- E-Trade Financial
Amgen Inc. 52,515.21
Cerner Corp 99,427.50
Cisco Systems Inc. 45,230.00
Fiserv Inc. 10,975.50
LSI Corporation 210.24
Microchip Technology Inc. 13,320.00
Nucor Corp 38,819.13
Oracle Corporation 37,112.50
Procter& Gamble Co 15,471.00
Qualcomm Inc. 59,258.00
372,339.08
13:48 -1- 9/8/2014
Inventory
Estate of Craig A. Williamson
As of 2/9/2014
Description Accrued Interest Value Total
Westshoremen Investment Club Stocks
CVS Caremark 104,230.00
LKQ Corp 52,896.00
Standard & Poors 18,709.00
175,835.00
Residences
39 Creek Road, Camp Hill, PA 17011 152,000.00
Household Goods & Furnishings
Antiques and Coliectibles 15,029.80
Fishing Equipment 500.00
15,529.80
Misc. Personal Property
2004 Honda Odyssey Mini-Van 4,500.00
Refunds
US Treasury Refund re: 2013 Form 1040 168.00
PA Department of Revenue Refund re: 2013 PA-40 17.00
The Sentinel Refund 16.71
Commercial Travelers Mutual Insurance Company Refund 4.69
Erie Insurance Refund 68.00
PA Department of Revenue 2013 PA-40 Refund 1,398.48
1,672.88
Miscellaneous Property
PA Unclaimed Property 46.95
Invesco PA Value Muni Income Tr Jan 2014 Interest Check 24.75
DFAS-Cleveland Retirement Payment 1,562.62
Marsh US Consumer Check 143.85
1,778.17
1,175,904.82
13:48 -2- 9/8/2014