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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-14-0777
Kathleen Sullivan
Personal Representative(s)of the Estate of Eric Douglas Sullivan
deceased, depose(s)and say(s)that the items appearing in the following inventory include all of f6i persong6assets wherever
situate and all of the real estate in the Commonwealth of Pennsylvania of said DecL%nt,that thEru—luat+'i§h ptaced opposite each
item of said inventory represents its fair value as of the date of the decedent's deat r4*that De@f-)dent4s�, &,d no real estate
outside of the Commonwealth of Pennsylvania except that whic appears in a me r um atthRnd gl�tt%inventory.
I verify that the statements made in this Inven- ;
tory are true and correct. I understand that false state- karthleen Sullivan „
ments herein are made subject to the penalties of
18 Pa.C.S.§4904 relating to unsworn falsification to
authorities.
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Attorney-- (Name) Edmund G. Myers (Supreme Court I.D. No.) 20558
(Firm) JOHNSON DUFFIE
(Address) 301 MARKET STREET, Lemoyne, PA 17043
(Telephone) (717) 761-4540
DATE OF DEATH LAST RESIDENCE 325 Wesley Drive
FIGURES MUST BE TOTALED
Personal Property
Cash............................................................................................... 130,792.12
Personal Property........................................................................ 15,028.00
Stocks/Listed................................................................................ 69,132.04
Stocks/Closely Held.....................................................................
Bonds............................................................................................
MutualFunds................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ 214,952.16
Total Real Property................................................
Total Personal and Real Property........................ 214,952.16
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 M Pa.C.S.§3301(b))
Form RW-09 Rev.10-13-2006
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-14-0777
DATE OF DEATH LAST RESIDENCE 325 Wesley Drive
Cash
LenCo Credit Union Money Market Account No. 315 60,170.50
LenCo Credit Union Regular Shares Account No. 315 1,020.97
LenCo Credit Union Regular Shares Account No.41525 10,907.23
LenCo Credit Union Share Draft Account No.315 35,316.37
LenCo Credit Union Share Draft Account No.41525 1,088.00
Merrill Lynch FIA Card Services Cash Deposit Account 16,638.00
Merrill Lynch FIA Card Services Cash Deposit Account-Cash Sweep 0.79
Reim bursement/Refund-Cash 87.00
Reim bursement/Refund to Account 255.37
Reimbursement/Refund to Account-Cash 1,120.34
SOM Retirement Payment 4,187.55
Total Cash 130,792.12
Personal PropertT
2006 Toyota Avalon-Contracted Sales Price 7,000.00
Various Pieces of Men's and Ladies Jewelry sold by C.G. Buser 5,528.00
Ladies 14K Yellow Gold Diagonal Style Ring Containing Two Brilliant Cut Diamonds- 2,500.00
Appraisal is Attached to this Return
(Attach additional sheets if necessary) Total Personal Property and Real Estate 214,952.16
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-14-0777
DATE OF DEATH LAST RESIDENCE 325 Wesley Drive
Total Personal Property 15,028.00
Stocks/Listed
Merrill Lynch Investment Account No.6CT-12313-Date of Death Valuation is Attached
435.6220 shares Alliance Bernstein High Income Fund A 4,190.68
194.0000 shares ALPS Alerian MLP 3,704.91
53.0000 shares ALPS ETF TR INTL Sector 1,649.59
118.0000 shares ALPS Sector Dividend Dogs 4,422.29
21.0000 shares Apple, Inc. 2,027.02
146.4600 shares Blackrock Multi Asset 1,698.93
436.3920 shares Blackrock Strategic 4,521.02
582.2500 shares Credit Suisse Floating High Rate Income Fund Class 1 4,046.63
356.3540 shares Double Line Total Return Bond Fund Cl L 3,927.02
16.0000 shares Facebook, Inc. 1,127.60
74.0000 shares FT Nasdaq Tech DVD Index Fd 2,024.64
97.0000 shares General Electric 2,521.41
182.0000 shares Global X Super Dividend ETF 4,757.48
76.6880 shares Goldman Sachs Intl Small Cap Insights 844.33
168.5110 shares Goldman Sachs Rising Dividend Growth FD 3,587.59
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INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-14-0777
DATE OF DEATH LAST RESIDENCE 325 Wesley Drive
442.2580 shares Goldman Sachs Strategic Income Fund 4,679.08
122.2090 shares Invesco Balanced Risk Allocation Fund Class Y 1,554.49
46.0000 shares Ishares China Largecap 1,820.10
62.0000 shares Ishares S&P Global Energy Sector .2,996.46
87.0000 shares Market Vectors ETF TR 2,320.07
172.2960 shares Principal Global Divers Income Fund CL P 2,591.33
35.0000 shares SPDR Gold Trust 4,400.20
91.0000 shares SPDR S&P Emerging Markets 3,719.17
Total Stocks/Listed 69,132.04
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