The URL can be used to link to this page

Home My WebLink About02-04-15 (3) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA 1 SS COiJNTY OF CUMBERLAND ) File Number 2014-1005 Personal Representative(s)of the Estate of Marion F.Byram 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 the end of this inventory. I verify that the statements made in this Inven- � ��+ ( �r�� tory are true and correct. I understand that false state- � ments herein are made subject to the penalties of 1 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney-- (Name) Anna Borro Hays (Supreme Court I.D.No.) �0375 (Address) Saidis,Sullivan&Rogers,635 North 12th Street,Suite 400,Lemoyne,PA 17043 (Telephone) �17-612-5804 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO. 09/30/2014 393 Alison Avenue,Mechanicsburg,PA 17055 058-18-9511 FIGURES MUST BE TOTALED SEE ATTACHED 729,688.30 �., ca t_:� � �,-, � r,.� ��: o if� � s, ''' r-�, `:' c.� "�'7 �7 � ;::7 :r; _._ C"� i ' i.._ � �..y . � r'„� r . � ; '. _ , � !`:� : ..y _ �-�7 1 `_�i . , . , ..:.::� ,� .._ `�'1 i :::» �> N ;__ rv� , f.._ C,.) U) cJ O `'� (Attach additional sheets as needed) TOTAL: 729,688.30 NOTE: The Memorandmn of real estate outside the Coimnonwealth of Pennsylvania may, at the election of the personai representative include the value of each item,but sucb figures should not be extended inCo the total of the Inventory. (See 20 Pa C.S.§3301(b)) Form RW-09 rev. 10.13.06 � Estate of Marion F. Byram File No: 2014-1005 Date of Death: 09/30/2014 ATTACHMENT TO INVENTORY Reinsurance Group of America, Inc $4,276.30 Abbott Labs Com 1,755.18 Alexion Pharmaceuticals Inc Com 2,495.18 Allergan Inc 2,494.66 Alliance Data Systems Corp Com 752.01 Amazon Com Inc Com 4,493.58 American Tower Corp New Com 1,405.66 American Tower Corp New Com -- dividend declared prior to death 5.40 Anadarko Pete Corp Com 920.03 Apple Inc Com 6,365.21 ARM Hldgs PLC Sponsored ADR 1,713.86 ARM Hldgs PLC Sponsored ADR -- dividend declared prior to death 4.15 Avago Technologies Ltd SHS 522.36 Biogen Idec Inc Com 3,627.14 Biomarin Phamaceutical Inc Com 1,381.68 Boeing Co Com 1,796.90 Bristol Myers Squibb Co Com 7,629.40 Canadian Pac Ry Ltd Com 1,869.66 Canadian Pac Ry Ltd Com -- dividend declared prior to death 2.93 Celgene Corp Com 2,087.03 Chipolte Mexican Grill Inc Com 1,991.42 Costco Whsl Corp New Com 2,128.15 Diageo P L C Spon ADR New 1,155.29 Diageo P L C Spon ADR New -- dividend declared prior to death 20.63 Discovery Communications New Com Ser C 710.60 Discovery Communications New Com Ser A 720.01 Disney Walt Co Com Disney 36,239.28 Dunkin Brands Group Inc Com 1 532.89 E M C Corp Mass Com 1,257.33 Ebay Inc Com 1,698.75 Enbridge Inc Com 576 7g Express Scripts Hldg Co Com 1 699.92 , FMC Technologies Inc Com 1,085.90 Facebook Inc Cl A 4,115.97 Estate of Marion F. Byram File No: 2014-1005 Date of Death: 09/30/2014 ATTACHMENT TO INVENTORY (continued) Gilead Sciences Inc Com 4,384.13 Goldman Sachs Group Inc Com 1,470.68 Google Inc Cl C 2,881.75 Google Inc Cl A 2,938.75 Illumina Inc Com 2,954.70 Kansas City Southern Com New 612.63 Kansas City Southern Com New -- dividend declared prior to death 1.40 Lauder Estee Cos Inc Cl A 2,314.62 Linkedin Corp Com Cl A 2,713.82 Lululemon Athletica Inc Com 252.27 Luxottica Group S P A Sponsored ADR 1,540.80 Mastercard Inc Cl A 5,969.20 Mead Johnson Nutrition Co Com 963.95 Mead Johnson Nutrition Co Com -- dividend declared prior to death 3.75 Michael Kors Hldgs Ltd Shs 2,074.23 Mondelez Intl Inc Cl A 1,740.89 Mondelez Intl Inc Cl A -- dividend declared prior to death 7.g� Monsanto Co New Com 2,932.80 Morgan Stanley Com New 1,930.60 Monster Beverage Corp Com 824.00 Netflix Inc Com 1,360.48 Nike Inc Cl B 2,680.35 Nike Inc Cl B -- dividend declared prior to death 7.20 Novo-Nordisk A S ADR 3,104.08 Perrigo Co PLC Shs 1,352.21 Precision Castparts Corp Com 1,899.96 Priceline Grp Inc Com New 4,642.76 Rackspace Hosting Inc Com 487.20 Ralph Lauren Corp Cl A 988 38 Ralph Lauren Corp Cl A -- dividend declared prior to death 2.70 Red Hat Inc Com 1,900.60 Splunk Inc Com 1,099.70 Salesforce Com Inc Com 2,573.66 Estate of Marion F. Byram File No: 2014-1005 Date of Death: 09/30/2014 ATTACHMENT TO INVENTORY (continued) Starbucks Corp Com 1,357.83 Under Armour Inc Cl A 139.38 TJX Cos Inc New Com 2,258.15 Tesla Mtrs Inc Com 243.89 Transdigm Group Inc Com 739.45 Union Pac Corp Com 2,616.60 Union Pac Corp Com -- dividend declared prior to death 12.00 United Technologies Corp Com 1,795.84 Unitedhealth Group Inc Com 1,212.37 VMWare Inc Cl A Com 1,683.18 Vertex Pharmaceuticals Inc Com 2,700.10 Visa Inc 2,550.26 Whole Foods Mkt Inc Com 1,310.02 Whole Foods Mkt Inc Com -- dividend declared prior to death 4.08 Workday Inc Cl A 986.34 Coco Cola Co Com 13,582.40 Coco Cola Co Com -- dividend declared prior to death 97.60 DuPont E I DE Nemours & Co Com 43,155.00 Exxon Mobil Corp Com 65,950.50 McDonalds Corp Com 25,744.50 PPL Corp Com 26,432.00 PPL Corp Com -- dividend declared piior to death 298.00 Zimmer Hldgs Inc Com 1,214.28 Zimmer Hldgs Inc Com -- dividend declared prior to death 2.64 AMCAP FD Inc Shs Cl F-2 13,806.15 Calamos Inc TR New Growth Fd Inst 5,503.49 First Eagles FDS Inc Overseas FD I 12,906.58 Growth Fd Amer Inc Cl F2 Shs 44,137.57 Lord Abbett Mid-Ca Stock FD Cl F 9,160.98 Davis NY Venture FD Inc Cl Y 20,903.48 Peoples S&P Midcap Index FD Dreyfs MCP IDX 10,948.77 Templeton FDS Inc Foreign FD ADV 4,233.04 Pimco FDS PAC Invt Mgmt Ser Total Ret C 36,503.10 Pimco FDS PAC Invt Mgmt Ser Total Ret C -- dividend declared prior to death 10.95 Prudential Invt Portfolios 3 Strg Value FD C 12,200.71 Estate of Marion F. Byram File No: 2014-1005 Date of Death: 09/30/2014 ATTACHMENT TO INVENTORY (continued) Prudential Sector FDS Inc Finl Svcs FD C 21,514.12 Prudential Sector FDS Inc JNS Hlth Sci C 61,799.62 Prudential Invt Ptflos Inc 15 Prud Hi Yield C 21,951.08 Prudential Invt Ptflos Inc 15 Prud Hi Yield C -- dividend declared prior to death 102.92 Prudential Short-Term Corporate Cl C 38,729.41 Prudential Short-Term Corporate Cl C -- dividend declared prior to death 66.73 Pennsylvania lnsd Muns Income UT Ser 118M 126.48 Wells Fargo Money Market Account 1925-3104 2,667.72 Wells Fargo Money Market Account 1925-3135 55,185.85 TOTAL $729,688.30