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Home My WebLink About05-01-15 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 - 14-0496 William H. Love Personal Representative(s)of the Estate of LOVE,WALDEMAR J. 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- )Ze_tory are true and correct. I understand that false state-} ments herein are made subject to the penalties of Wi iam ove o 18 Pa.C.S. §4904 relating to unsworn falsification to } u, rrt authorities. -_—I o c cry C--) M r_3 r~I r-� Attorney-- (Name) JAMES C BOHORAD ESQUIRE (Supreme-.Court I.D. NoJ—►7848 -� (Firm) LIPKIN, MARSHALL, BOHORAD &THORNBURG, P.C. = -,� -D `rl 1940 W. NORWEGIAN STREET (Address) PO BOX 1280 �:7) POTTSVILLE, PA 17901 ;.b w to c.) Ca (Telephone) 570/622-1811 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO. 4/5/2014 FIGURES MUST BE TOTALED Personal Personal Propel Janney Montgomery Scott Individual Investment Account, No. 2329-5325 -- $350,935.05 -See entries 1-19 below 100 shares of Buffalo Wild Wings, Inc. 14,293.00 200 shares of Colgate Palmolive Co. 12,900.00 300 shares of Direct TV 23,268.00 200 shares of Dominion RES Inc.,VA NEW 13.968.00 400 shares of Eaton Corp. PLC 30,144.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate $938,934.50 U� INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 - 14-0496 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.N0, 4/5/2014 200 shares of Emerson Elec Co. 13,482.00 200 shares of Exxon Mobil Corp. 19,514.00 300 shares of General Mills, Inc. 15,516.00 500 shares of Hercules Tech Growth Cap , Inc. 7,020.00 800 shares of Intel Corp. 21,152.00 600 shares of Microsoft Corp. 24,156.00 400 Nasdaq OMX Group, Inc. 14,388.00 200 shares of Pepsico, Inc. 16,614.00 400 shares of TJX Cos Inc. New 24,392.00 400 shares of Valero Energy Corp. New 21,704.00 200 shares of Verizon Communications, Inc. 9,616.00 100 shares of Visa, Inc. 20,748.00 769.191 shares of Vanguard Horizon FD, Inc. 18.375.97 1,126.103 shares of T. Rowe Price Appreciat FD 29,684.08 Janney Montgomery Scott Individual Investment Account, No. 5332-4673 - $611,188.39 -see entries 20-43 below 220 shares of Cannondale Corp. High Perform Bicycle MFCTR 0.11 2 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 - 14-0496 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO. 4/5/2014 350 shares of Carlisle Cos, Inc. 27,588.75 602 shares of Gaming & Leisure PPTYS, Inc. 21,954.19 370 shares of Harsco, Corp. 8,794.90 740 shares of JP Morgan Chase& Co. 44,344.50 Includes accrued Dividends and Interest of$281.20 800 shares of New York County Bancorp, Inc. 12,753.00 460 shares of Penn National Gaming, Inc. 5,692.51 200 shares of PNC Financial Services Group, Inc. 17,261.50 1,000 shares of Rite Aid Corp. 6,240.00 10,000 shares of Lancaster PA Higher Ed Authority Co. 10,444.85 Includes accrued Dividends and Interest of$236.11 35,000 shares of Lancaster County PA Hospital Authority RE 35,379.93 Includes accrued Dividends and Interest of 594.03 25,000 shares of Exco Resources, Inc., NY Bond Exchange, 25,218.75 Includes accrued Dividends and Interest of$104.17 25,000 shares of Penn VA Corp., NY Bond Exchange 26,500.00 Includes accrued Dividends and Interest of$855.90 25,000 shares of United States STL Corp. New 27,343.75 Includes accrued Dividends and Interest of$20.49 3 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 - 14-0496 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO. 4/5/2014 25,000 shares of Advanced Micro Devices, Inc., NY Bond Exchange 25,687.50 Includes accrued Dividends and Interest of$344.44 30,000 shares of Forest Oil Corp. 26,025.00 Includes accrued Dividends and Interest of$125.00 25,000 shares of Best Buy, Inc., NY Bond Exchange 25,203.13 Includes accrued Dividends and Interest of$76.39 15,000 shares of Citizens Utilities Co. Del, NY Bond Exchange 13,425.00 Includes accrued Dividends and Interest of$291.79 560 shares of Barclays Bank PLC . 14,462.00 1,000 shares of Goldman Sachs Group, Inc. 20,017.50 350 shares of Hercules Tech Growth Cap, Inc. 9,048.38 600 shares of International Fcstone, Inc. 15,600.00 1,180 shares of Medley Cap Corp. 30,438.10 2,800 shares of Morgan Stanley, PFDA 56,420.00 1978 Chevrolet Corvette with 22,000 miles in average condition 10,000.00 Value calculated by sale to unrelated third party 1986 Jaguar XJS with 46,000 miles in average condition 4,600.00 Value calculated by sale to unrelated third party 2007 Cadillac DTS Sedan with 11,000 miles in excellent condition 13,750.00 Value calculated by sale to unrelated third party 4 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 -14-0496 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO. 4/5/2014 2013 Ford Focus with 6,250 miles in excellent condition 14,500.00 Value calculated by sale to unrelated third party Miscellaneous Personal Property and Personal Effects 33,544.75 Value determined by Martin's Auction Services, Shippensburg, PA Copy of Consignor Settlement Agreement attached at Exhibit"B" Janney Montgomery Scott Individual Investment Account, No. 2329-5325 -Cash 3,251.47 Janney Montgomery Scott Individual Investment Account No. 5332-4673 - Cash 1,423.00 Miscellaneous Jewelry 412.00 Value determined by sale to J.A. Meyer Jewelers, Kutztown, PA Refund from DirecTV . 145.86 Final prorated pension payment 110.73 Subscription refund from The Sentinel Newspaper, Carlisle, PA 51.12 City Group Class Action Settlement 29.98 Refund from State Farm Insurance for automobile insurance policies and 258.94 umbrella policy Refund from Advance Disposal for dumpster rental 78.25 Total Personal Property 938,934.50 5 LAW OFFICES - LIPKIN, MARSHALL, BOHORAD & THORNBURG ALVIN B.MARSHALL A PROFESSIONAL CORPORATION 1435 ARCH STREET RICHARD THORNBURG** 1940 WEST NORWEGIAN STREET ASHLAND,PA 17921 S.JOHN PRICE,JR. P.O.BOX 1280 (570)875-2121 JAMES C.BOHORAD POTTSVILLE, PENNSYLVANIA 17901-7280 THOMAS J.CAMPION,JR. TELEPHONE: (570)622-1811 ALEXANDER E.LIPKIN TOLL FREE: (877)669-1811 (1914-2001) FAX: (570)622-4850 ROBERT N.BOHORAD E-Mail:attys@Imbtlaw.com (1939-2014) ALL REPLIES TO ABOVE "ALSO MEMBER NJ BAR �V Writer's E-Mail: jcb0imbtlaw.comrn C?�. .0 April 28 2015 ' f T! Cumberland County Register of Wills 1 Courthouse Square, Suite 102 Carlisle, PA 17013 Re: Estate of Waldemar J. Love PA No. 21-14-0496 No. 2014-00496 Dear Sir/Madam: I am enclosing two Inheritance Tax Returns and one Inventory for the Estate of Waldemar J. Love. Also enclosed is a check, payable to the Register of Wills, in the amount of$615.00, for additional Probate Fees. Please time stamp the enclosed copy of this letter and return it to me to verify your receipt of the check and the aforementioned documents. Thank you for your assistance. Very truly yours, b7�_ C_ c) ZP James C. Bohorad, Esquire For Lipkin, Marshall, Bohorad & Thornburg, P.C. JCB/cc Enclosure !V 1 �"��A G/:'i yrs.',•('r'#! z •:AL3 N I'`_`1"tl; C.j`I •iry � i Mi b o a � Dr a a <_ om -Ir LA C) rr' oi � � I _ C) m 0 m CD ,4 Orc W p z f' z D -- En CD J i $. =O r N m z TT fl CN `p"�i � N 0 to C .