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Home My WebLink About07-15-15 (3) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 2014-01149 Ann Michele Dobb Personal Representative(s)of the Estate of Joan M. Armstrong 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 valu ' n placed o2osite each item of said inventory represents its fair value as of the date of the decedent's death,and that Deced owned no rAW estate,,, outside of the Commonwealth of Pennsylvania except that whi h appears in a memorandum at erLFst»o is inv o -.0 rn. m I verify that the statements made in this Inven- tory are true and correct. I understand that false state- Ann Michele Dobb r— ments herein are made subject to the penalties of r`, m u7 r' tTt 18 Pa.C.S.§4904 relating to unsworn falsification to - authorities. I� Attorney-- (Name) Edward P Seeber (Supreme Court 1.a'Oo.) - 6084 (Firm) JSDC Law Offices (,address) Suite C-400, Mechanicsburg, PA 17055 (Telephone) 717-533-3280 DATE OF DEATH LAST RESIDENCE 621 Poplar Church Road FIGURES MUST BE TOTALED Personal Property_ Cash............................................................................................... 9,686.46 Personal Property........................................................................ 900.00 Stocks/Listed................................................................................ 39,429.82 Stocks/Closely Held..................................................................... Bonds............................................................................................ MutualFunds................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... AllOther Property........................................................................ Total Personal Property........................................ 50,016.28 Total Real Property................................................ 80,000.00 Total Personal and Real Property........................ 130,016.28 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 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 2014-01149 DATE OF DEATH LAST RESIDENCE 621 Poplar Church Road call l Accrued Dividends held in Edward Jones Account No.*5035-valued per estate 27.37 valuation dated 1/10/15 Cash held in Edward Jones Account No.*5035-valued per estate valuation dated 200.12 1/10115 M&T Bank Checking Account No.*697-valued per statement ending 11/28/14 9,338.44 Pentegra-final retirement benefit 99.00 Refund of 2014-15 school real estate taxes-valued per settelment sheet 21.53 Total Cash 9,686.46 Personal Prope Miscellaneous personal property-valued per Executrix 900.00 Total Personal Property 900.00 Stocks/Listed 97.1800 shares Allianz Funds held in Edward Jones Account No.*5035-valued per estate 1,705.51 valuation dated 1/10/15 252.4950 shares American Century Invt Tr held in Edward Jones Account No.*5035-valued per 2,739.57 estate valuation dated 1/10/15 460.2130 shares Bridge Bldr Tr held in Edward Jones Account No.*5035-valued per estate 4,684.97 valuation dated 1/10/15 281.2060 shares Dodge&Cox Income Fd held in Edward Jones Account No.*5035-valued per 3,908.76 estate valuation dated 1/10/15 (Attach additional sheets if necessary) Total Personal Property and Real Estate 130,016.28 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY of Cumberland } ss File Number 2014-01149 DATE OF DEATH LAST RESIDENCE 621 Poplar Church Road 423.7600 shares Franklin Investor Services Tr held in Edward Jones Account No.*5035-valued 4,326.59 per estate valuation dated 1/10/15 73.2010 shares John Hancock Fds III Dspin Val Fund I held in Edward Jones Account No.*5035 1,452.31 -valued per estate valuation dated 1/10/15 187.4570 shares John Hancock Fds III Glblshldr Yl I held in Edward Jones Account No.*5035- 2,300.10 valued per estate valuation dated 1/10/15 664.7000 shares JP Morgan Tr I Fed Money Market Instl held in Edward Jones Account No.*5035 664.70 -valued per estate valuation dated 1/10/15 45.9670 shares JP Morgan Tr I Mid Cap Eqt held in Edward Jones Account No.*5035-valued 2,136.09 per estate valuation dated 1/10/15 176.4740 shares Lord Abbett Invt Tr held in Edward Jones Account No.*5035-valued per estate 1,951.80 valuation dated 1/10/15 43.4860 shares Massachusetts Invs Tr held in Edward Jones Account No.*5035-valued per 1,288.49 estate valuation dated 1/10/15 68.8130 shares Scout Fds held in Edward Jones Account No.*5035-valued per estate valuation 2,489.65 dated 1/10/15 21.5020 shares T. Rowe Price Blue Chip Growth held in Edward Jones Account No.*5035- 1,525.78 valued per estate valuation dated 1/10/15 36.2830 shares T. Rowe Price Equity Income Fd held in Edward Jones Account No.*5035- 1,264.46 valued per estate valuation dated 1/10/15 280.5300 shares T. Rowe Price High Yield Fd held in Edward Jones Account No.*5035-valued 1,972.13 per estate valuation dated 1/10/15 207.3430 shares T. Rowe Price Intl Fds held in Edward Jones Account No.*5035-valued per 1,886.82 estate valuation dated 1/10/15 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 2014-01149 DATE OF DEATH LAST RESIDENCE 621 Poplar Church Road 655.2480 shares T. Rowe Price Short Term Bd Fd held in Edward Jones Account No.*5035- 3,132.09 valued per estate valuation dated 1/10/15 Total Stocks/Listed 39,429.82 Real Estate Real estate located at 621 Poplar Church Road, East Pennsboro Township,Cumberland 80,000.00 County, PA-valued per sales price Total Real Estate 80,000.00 -3-