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HomeMy WebLinkAbout10-16-14 (2) Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of J. WILLIAM ROYER No. 2014-00420 also known as Date of Death April 13, 2014 late of Lower Allen Township, Cumberland County, Pennsylvania Deceased Social Security No. Personal Representative(s) of the above Estate, deceased, verify 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. UWe verify that the statements made in this Inventory are true and correct. UWe understand that false statements herein are made subject to the penalties of 18 Pa.C.S.Section 4904 relating to unsworn falsification to authorities. Zal Representative: Name of ) Attorney: James A. Ulsh, Esquire Xenia B. Royer, Execut x I.D.No.: 10169 Telephone: (717) 232-5000 Address 3401 North Front Street, PO Box 5950 © M C=, Address Harrisburg, PA 17110-0950 Dated: M �7 DESCRIPTION , c a ► c3 :_{ t_, rr— M REAL ESTATE: u� NONE $0.00 PERSONAL PROPERTY: SEE ATTACHED $352,659.69 TOTAL $352,659.69 (Attach Additional Sheets If Necessary) 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. 745579vl V- Estate of J. William Royer Estate Inventory Valued as of Date of Death Cash and Cash Equivalents Final income distribution as the beneficiary of Residuary Trust A (credit trust) under the Last Will and Testament of Annette H. Royer dated March 18, 1997 $ 424.55 Money market funds held in Merrill Lynch Account#872-42747 40.59 PNC Bank Checking Account #5140054185 70,639.13 Interest at Date of Death 0.11 Total Cash and Cash Equivalents $ 71,104.38 No. of Shares Stocks 200 Allete, Inc. $ 10,224.00 217 Enterprise Prdts Prtn LP 15,712.97 156 Johnson & Johnson 15,085.20 100 JP Morgan Chase & Co. 5,524.25 Dividend at Date of Death 38.00 28 Kraft Foods Group, Inc. 1,566.29 Dividend at Date of Death 14.70 60 Medtronic, Inc. 3,498.30 Dividend at Date of Death 16.80 85 Mondelez International 2,929.10 Dividend at Date of Death 11.90 100 Novartis ADR 8,329.50 80 PNC Fincl Services Group 6,537.60 100 Procter & Gamble Co. 8,096.90 120 Pub Svc Enterprise Grp 4,662.00 121 Royal Dutch Shell PLC 8,912.56 100 Virg El Pwr$5 Pfd Dtd:05/25/1944; Mat:12/31/2049 10,735.00 Total Stocks 101,895.07 Page 1 (1) Estate Inventory (Continued) Face Amount Bonds, Debentures & T-Bills 10,000 10,000 Bedford Cnty PA AMBAC Dtd:08/15/2005; Mat:09/01/2035 $ 10,114.80 Interest at Date of Death 55.56 10,000 10,000 Central Dauphin PA Sch Dtd:10/01/2006; Mat:02/01/2030 10,293.65 Interest at Date of Death 87.50 22,000 22,000 Eli Lilly corporate bond Dtd:06/12/1995; Mat:06/01/2025 28,976.75 Interest at Date of Death 566.04 10,000 10,000 Montgomery Cnty PA Dtd:05/15/2009; Mat:12/01/2032 10,510.80 Interest at Date of Death 157.99 40,000 40,000 PA St First Ser A Dtd:06/07/2007; Mat:11/0 1/2027 44,208.40 Interest at Date of Death 844.44 5,000 5,000 PA St Higher EFA Dtd:11/01/2005; Mat:11/01/2033 5,242.15 Interest at Date of Death 111.11 15,000 15,000 PA St Higher Edl Facs Dtd:07/01/2008; Mat:06/15/2021 16,138.65 Interest at Date of Death 193.33 20,000 20,000 Phila PA Wtr& Wastewtr Dtd:05/09/2007; Mat:08/01/2024 21,773.70 Interest at Date of Death 175.00 10,000 10,000 Texas St Dpt Hsg-Cmty Dtd:11/15/2006; Mat:09/01/2027 10,144.05 Interest at Date of Death 53.33 10,000 10,000 Unv Pittsbrgh Cmwlth Hgh Ed Dtd:03/31/2009; Mat:09/15/2031 11,150.20 Interest at Date of Death 36.11 Total Bonds, Debentures & T-Bills $ 170,833.56 Tangible Personal Property 2005 Mercury Grand Marquis, 138,000 miles - sale proceeds $ 4,300.00 Total Tangible Personal Property 4,300.00 Page 2 (2) Estate Inventory (Continued) Miscellaneous Genworth Insurance - long term care insurance payments received after death $ 4,498.25 Transunion Privacy Litigation Settlement- class action proceeds 25.80 Verizon Wireless - refund 2.63 Total Miscellaneous $ 4,526.68 Total Inventory $ 352,659.69 Page 3 (3) METTE., EVANS &WOODSIDE A PROFESSIONAL CORPORATION ATTORNEYS AT I.AW HOWELL C.METTE THOMAS F.SMIDA 3401 NORTH FRONT STREET MARK S.SILVER JAMES W.EVANS ROBERT MOORE PAULA J.LEICHT P.O.BOX 5950 BERNADETTE BARATTINI - 1926-2008 CHARLES B.ZWALLY TIMOTHY A.HOY HARRISBURG,PA 17110-0950 RANDALL G.HURST" PETER J.RESSLER THOMAS A.ARCHER" MELANIE L.VANDERAU JAMES A.ULSH HENRY W.VAN ECK IRS NO. AARON T.DOMOTO "NEW JERSEY BAR JEFFREY A.ERNICO MARK D.HIPP 23-1985005 BRIAN J.HINKLE MARYLAND BAR MARY ALICE BUSBY RONALD L.FINCK KEVIN J.HAYES KATHRYN L.SIMPSON HEATHER Z.KELLY TELEPHONE FACSIMILE (717)232-5000 (717)236-1816 TOLL FREE: 1-800-962-5097 HTTP;j/WWW.M3ETTE.COM October 14, 2014 Lisa M. Grayson, Esquire Cumberland County Register of Wills VIA CERTIFIED MAIL 1 Courthouse Square, Room 102 RETURN RECEIPT REQUESTED Carlisle, PA 17013 Re: Estate of J. William Royer ^, File No.: 2014-00420 s Dear Ms. Grayson: irn C' �J Enclosed for filing are the following: ('71 ' M 1. Original and one copy of an Inventory; C- . r rn 2. Original and one copy of a Pennsylvania Inheritance Tax Return,—pit,a copy of the cover page of the tax return; and 1= `n 3. A self-addressed, postage prepaid envelope for return mail. Please file the original Inventory and Inheritance Tax Return. Please forward a copy of the Inheritance Tax Return to the Pennsylvania Department of Revenue. Please return a date- stamped copy of the Inventory and the cover page of the tax return to my attention in the enclosed envelope. Please do not hesitate to call with any questions. Thank you for your assistance. V truly ours, Lisa J. Kno e Paralegal to James A. Ulsh LJK: Enclosures cc: Xenia B. Royer (w/o encls.) 745909v1 i i C3 ori ------- ni 02 C :C] 0 C] ill r �- O �.....�....�� U.I iT � � r CDp.`C � OHd � -' cp C7 0 x Z til co It � thD � �"� C�J� HH � Cpmb o ~ o y 0 C) r- r c rnV �sc3 -C C) Priority Mail comeasRrice C>o m m� 4� :5 4hO f a ay� �t mom• N 0 1a �