HomeMy WebLinkAbout02-25-15 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND )SS File Number. 2014-0633
Personal Representatives of the Estate of Elsie W. Swenson
Deceased, depose and say 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
Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
inventory.
I verify that the statements made in this ) a' / lt✓A
Inventory are true and correct. I understand ) Robert Woodring, Exec
that false statements herein are made subject )
to the penalties of 18 Pa.C.S. § 4904 relating )
to unsworn falsification to authorities. )
Attorney— (Name) Stanley A Smith, Esquire (Supreme Court I.D. No.) 33782
(Address)c%Rhoads &Sinon LLP, P.O. Box 1146, Harrisburg PA 17108
(Telephone) 717-233-5731
DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO.
06/12/2014 5225 Wilson Lane
Mechanicsburg,PA 17055
FIGURES MUST BE TOTALED
See attached schedules
� 1,273,�10.8:t� �
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7additional sheets as needed
TOTAL: 1,273,610.80
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 20 Pa.C&§3301(b))
Form RW-09 rev. 10.13.06
979483.1
Estate of Elsie W Swenson
Estate Inventory
Valued as of Date of Death
Cash and Cash Equivalents
Morgan Stanley Cash 410-034319 $ 117,681.39
PNC Checking 50-0094-2957 139,822.42
Total Cash and Cash Equivalents $ 257,503.81
No. of
Shares Stocks
800 Cisco Sys Inc Com The Nasdaq
Stock Market Llc 19,852.00
200 Exxon Mobil Corp Com New York
Stock Exchange 20,451.50
1,000 General Electric Co Com New York
Stock Exchange 27,025.00
200 Honeywell Intl Inc Com New York
Stock Exchange 18,834.00
100 International Business Machs Corn
New York Stock Exchange 18,173.00
300 Johnson&Johnson Com New York
Stock Exchange 30,858.00
240 Mcdonalds Corp Com New York
Stock Exchange 24,066.41
Dividend at Date of Death 194.40
200 Procter& Gamble Co Com New
York Stock Exchange 15,972.00
Total Stocks 175,426.31
Par
Value Bonds, Debentures & T-Bills
175,000 Ally Bk Midvale Utah Mat:
07/23/2014 2.2%Interactive Data
Corporation $ 175,309.93
Interest at Date of Death 1,476.71
90,000 American Express Centre Mat:
09/12/2018 2.05%Interactive Data
Corporation 90,643.77
Interest at Date of Death 465.04
130,000 Ge Cap Bk Inc Retail Mat: 132,959.32
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Estate Inventory (Continued)
Par
---Value—--Bondsi-Debentures-&-T--Bills----
10/21/2016 2%Interactive Data
Corporation
Interest at Date of Death 356.16
30,000 Morgan Stanley D W Disc Srintns
Mat: 03/15/2021 5%Interactive Data
Corporation 30,787,50
Interest at Date of Death 112.50
Total Bonds, Debentures & T-Bills $ 432,110.93
Tangible Personal Property
Personal property - glassware and
etc. 1,810.00
Personal property -glassware and
etc. 396.00
Total Tangible Personal Property 2,206.00
Miscellaneous
Department of Treasury
Life insurance on Richard Rife date
of death 11/07/2013, beneficiary
Elsie Swenson 10,000.00
Interest at Date of Death 292.14
PA Deptr of Revenue 1,812.00
U S Treasury 2,400.00
Total Miscellaneous
14,504.14
No. of
Shares Mutual Funds
15,426.05 Bond Fd Amer Cl C Mutual Fund
(As Quoted By Nasdaq) 196,373.62
Dividend at Date of Death 112.92
17,889.17 Pimco Fds Pac Invt Mgmt Ser Total
Ret C Mutual Fund (As Quoted By
Nasdaq) 195,349.74
Dividend at Date of Death 23.33
Total Mutual Funds 391,859.61
Total Inventory 127361080
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