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Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of LEON I. LOCK No. 2014-00550
also known as Date of Death May 14, 2014
late of Hampden 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. INVe verify that the statements made in this Inventory are true and correct. INVe understand that false
statements herein are made subject to the penalties of 18 Pa.C.S.Section 4904 relating to unsworn falsification to authorities.
Personal Representatives:
Name of
Attorney: Howell C. Melte, Esquire
Barbara R. Lock, Co-Executor
I.D.No.: 07217
Telephone: (717)232-5000 H well C. Melte,Co-Executor
Address 3401 North Front Street, PO Box 5950
Address Harrisburg, PA 17110-0950 Dated: l
DESCRIPTION VALUE
REAL ESTATE: C) C)
NONE ^� _ _ c� $O.eo
W
Gh
PERSONAL PROPERTY: : c:.� •,� _ +�
SEE ATTACHED E, $385'.155.JZ n-1
w Cn C
co
TOTAL $380,755.49
(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.
757647v1
Estate of Leon I. Lock
Estate Inventory
Valued as of Date of Death
Cash and Cash Equivalents
M&T Bank Checking Account
#56096704 $ 90,655.07
Interest at Date of Death 0.30
Money market funds,Merrill Lynch
Account#872-23763 27,301.57
Uncashed dividend check, Wells
Fargo Shareowner Services 10.80
Uncashed dividend check,Registrar
and Transfer Company 415.14
Total Cash and Cash Equivalents 118,382.88
No. of
Shares Stocks
100 Anheuser-Busch Inbev Adr $ 10,945.00
Dividend at Date of Death 199.76
300 Annaly Cap Mgmt,Inc. 3,489.15
10 Apple, Inc. 5,945.50
Dividend at Date of Death 32.90
100 AT&T, Inc. 3,629.00
20 Avis Budget Group,Inc. 1,098.00
100 Bank New York Mellon 3,446.50
300 Bank of America Corp. 4,474.35
200 Coca Cola Com 8,200.50
48 Comcast Corporation 2,398.32
400 Consolidated Edison, Inc. 22,080.00
Dividend at Date of Death 252.00
30 Costco Wholesale Crp Del 3,475.05
300 CSX Corp. 8,829.00
100 Enterprise Prodts Prtn LP 7,307.50
250 Exxon Mobil Corp. Com 25,598.75
Dividend at Date of Death 172.50
2,607 Franklin Financial Services Corp. 49,533.00
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a
Estate Inventory(Continued)
No. of
Shares Stocks
449 Fulton Finl Corp. PA $ 5,257.79
200 KKR& Co, LP Del 4,654.00
Partnership at Date of Death 86.00
200 Lowe's Companies, Inc. 9,063.00
200 Nextera Energy,Inc. Shs 19,336.50
200 Odyssey Marine Expl Nev 336.00
195 Pfizer,Inc. 5,674.50
Dividend at Date of Death 50.70
200 Plains All Amern Pipl LP 11,330.00
Partnership at Date of Death 126.00
200 Select Medical Holdings Corp. 2,794.00
62 Transocean, Ltd. 0.00
100 UGI Corp.New 4,752.50
100 Vale SA 1,406.50
100 Visa,Inc. Cl A Shrs 21,123.00
126 Wells Fargo & Co.New Del 6,238.26
Dividend at Date of Death 44.10
100 Western Union CO 1,620.50
Total Stocks $ 255,000.13
Tangible Personal Property
2007 Ford Focus sedan $ 5,788.00
Household goods and furnishings
and miscellaneous personal effects 1,000.00
Total Tangible Personal Property 6,788.00
Miscellaneous
AAA Central Penn-refund on
cancellation of membership $ 12.33
Accrued benefit from Veterans
Administration 334.80
Capital Blue -refund,health
insurance premium 217.63
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Estate Inventory (Continued)
Miscellaneous
Investors Business Daily-refund
from cancellation of subscription $ 19.72
Total Miscellaneous $ 584.48
Total Inventory $ 380,755.49
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