HomeMy WebLinkAbout05-20-15 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-15-0247
Robie L Hall
Personal Representative(s)of the Estate of Donald M Lauman
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- Robie L Hall -�
ments herein are made subject to the penalties of
18 Pa.C.S. §4904 relating to unsworn falsification to
authorities. '" r"' o r"{ rn
C) C)
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Attorney-- (Name) Edmund G. Myers (Supreme Court IltrANo.)r- 20558
(Firm) JOHNSON DUFFIE N Icn c)
(Address) 301 MARKET STREET, Lemoyne, PA 17043 ry
(Telephone) (717) 761-4540
DATE OF DEATH LAST RESIDENCE 20 N. 12th Street DECEDENTS SOC.SEC.NO.
02/03/2015 Lemoyne, PA 17043
FIGURES MUST BE TOTALED
Personal Property
Cash............................................................................................... 25,431.36
Personal Property........................................................................
Stocks/Listed................................................................................ 385,843.84
Stocks/Closely Held.....................................................................
Bonds............................................................................................
MutualFunds................................................................................ 246,682.47
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ 657,957.67
Total Real Property................................................
Total Personal and Real Property........................ 657,957.67
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 M Pa.C.S.§3301(b))
Form RW-09 Rev.10-13-2006 j„l�
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-15-0247
DATE OF DEATH LAST RESIDENCE 20 N. 12th Street DECEDENTS SOC.SEC.NO.
02/03/2015 Lemoyne, PA 17043
Cash
Capital Blue Cross-Refund on Account 227.39
Citizens Bank Checking Account No. Ending 9295 25,203.97
Total Cash 25,431.36
Stocks/Listed
Citizens Individual Investment Account No. L7C-065013
10,000.0000 shares Barclays Bank PLC FR -3.2000% 05/10/2019 10,207.60
15,000.0000 shares Barclays Bank PLC FR 3.000%-09/20/2014 14,927.70
50,000.0000 shares Credit Suisse New York Branch 47,875.00
50,000.0000 shares Credit Suisse New York Branch 47,875.00
15,000.0000 shares General Electric Capital Corp-3.7000% 14,319.90
50,000.0000 shares General Electric Capital Corp. -4.12500% 49,741.00
15,000.0000 shares Goldman Sachs Grp Inc MTN BE-4.5000% 14,939.10
57,000.0000 shares HSBC USA Inc. New SR IDX ZRO LKD 56,982.90
11,000.0000 shares National Rural Utils Coop Fin-3.000% 10,832.69
50,000.0000 shares National Rural Utils Coop Fin-3.5000% 52,641.00
50,000.0000 shares Royal Bank of Canada Bond-3.000% 50,438.50
(Attach additional sheets if necessary) Total Personal Property and Real Estate 657,957.67
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-15-0247
DATE OF DEATH LAST RESIDENCE 20 N. 12th Street DECEDENTS SOC.SEC.NO.
02/03/2015 Lemoyne, PA 17043 1163-
15,000.0000 shares WestPac Bkg Corp-Med TM NT BE 1.45% 15,063.45
Total Stocks/Listed 385.843.84
Mutual Funds
Deutsche Asset&Wealth Management Accounts
7,883.8790 shares Deutsche GNMA Fund Account Ending 444-Fund Class S 113,449.02
16,188.7540 shares Deutsche Income Fund Account Ending 2444-Strategic Govt.A Bonds 133,233.45
Total Mutual Funds 246,682.47
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