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HomeMy WebLinkAbout04-27-15 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS File Number 2014-0732 Personal Representative(s)of the Estate of D.Bruce Conner 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- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of A 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney-- (Name) Elyse E.Rogers 11LQ t (Supreme Court ZD.No.) 41274 (Address) Saidis,Sullivan&Roge ,635 North 1 th Str t,Suite 400,Lemoyne,PA 17043 (Telephone) 717-612-5801 DATE OF DEATH LAST RESIDENCE - DECEDENT'S SOC.SEC.NO. 07/221/2014 5296 Cherry Court,Mechanicsburg,PA 17055. _. FIGURES MUST BE TOTALED SEE ATTACHED 583,553.65 (Attach additional sheets as deeded) TOTAL: 583,553.65 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 10 Pa. CS.§3301(6)) Farm RW-09 rev. 10.13.06 ( 1 V Estate of Bruce E. Conner Date of Death: 07/27/2014 File No: 2014-0732 ATTACHMENT TO INVENTORY AT&T $24,908.10 Kinder Morgan Energy Partner UT Ltd Partner 34,491.25 United Parcel Service Inc Cl B 30,984.90 Washington Mutual Investors 56,257.76 New York Life MainStay Funds 20,020.64 Blackrock Muniyield PA Insd 17,930.33 Franklin Fed T/F Income Fund 27,626.92 Thornburg Ltd Term Muni Fund A 22,055.78 PNC Checking Account 51-4016-9732 6,048.07 PNC Checking Account 51-4016-9732 -- interest accrued to date of death 0.05 Susquehanna Valley Federal Credit Union Savings Account 1970-00 298,395.50 Susquehanna Valley Federal Credit Union Savings Account 1970-00 -- interest accrued to date of death 2.21 Cetera Money Market Account 5WL446916 13,076.93 Susquehanna Valley Federal Credit Union CD 1970 plus interest accrued to date of death 27,243.32 Holy Spirit Hospital Refund 16.15 Accrued Income from Beverly U. Fowler Conner Marital Trust 793.43 Commonwealth of PA annuity payment 3,702.31 TOTAL $583,553.65