HomeMy WebLinkAbout07-16-15 (3) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } ss File Number 21 -14 -1040
Walter W. Freeburn,Jr.
Personal Representative(s)of the Estate of Freeburn,Jacqueline F.
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 me ndum at a en f t ' inventory.
I verify that the statements made in this Inven- oh 4 fk,
tory are true and correct. I understand that false state- } ter W. Freeburri, Jr.
ments herein are made subject to the penalties of
18 Pa.C.S. §4904 relating to unsworn falsification to
authorities.
Attorney-- (Name) Elizabeth H Feather (Supreme Court I.D.No.) 92618
(Firm) Caldwell & Kearns P.C.
(Address) 3631 North Front Street
Harrisburg, PA 17110
(Telephone) 717/232-7661 o
DATE OF DEATH LAST RESIDENCE 308 N. 21st Street DECEN SOC.SECS rY7
10/12/2014 Camp Hill, PA 17011 c-- ca
FIGURES MUST BE TOTALED . rn nt
cn co
Personal Property
Morgan Stanley Brokerage Account-Assets listed as follows: y::'a Z
-a ►—' rte- m
609.073 Units of Blackrock Equity @$24.47 per unit =' �4,904.02
2,984.182 Units of Blackrock Low Dur Bd @$9.76 per unit 29,125.62
523.623 Units of Goldman Sachs Grw @$30.90 per unit 16,179.95
5,893. Units of Invesco Premier @$1.00 per unit 5.893.00
707.629 Units of Janus Forty @$40.40 per unit 28.588.21
(Attach additional sheets if necessary) Total Personal Property and Real Estate $507,826.53
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INVENTORY
(continued)
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21 - 14-1040
DATE OF DEATH LAST RESIDENCE 308 N. 21st Street DECEDENTS SOC.SEC.NO.
10/12/2014 Camp Hill, PA 17011
640.551 Units of Janus Perkins Mid Cap @$23.73 per unit 15,200.28
4,295.591 Units of Loomis Sayles Bond @$15.39 per unit 66,109.15
477.489 Units of Lord Abbett Dev Growth @$23.77 per unit 11,349.91
1,850.013 Units of Natixis Loomis @$12.08 per unit 22,348.16
260.857 Units of Oakmark I @$65.66 per unit 17,127.87
920.049 Units of Oakmark Internatl I @$23.71 per unit 21,814.36
1,917.542 Units of Prudential Sht Trm Corp @$11.31 per unit 21,687.40
357.379 Units of Royce Micro Cap @$14.53 per unit 5,192.72
270.359 Units of Royce Premier Inv @$20.74 per unit 5,607.25
1,176.710 Units of T Rowe Price Emerging Mkts @$12.68 per unit 14,920.68
2,320 Shares of Bank of America @$16.55 per share 38,396.00
PNC Bank Checking Account No. 5140123881 27,181.95
2002 Taurus 2,500.00
Total Personal Property 364,126.53
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INVENTORY
(continued)
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21 -14-1040
DATE OF DEATH LAST RESIDENCE 308 N. 21st Street DECEDENTS SOC.SEC.NO.
10/12/2014 Camp Hill, PA 17011 1182-
Real Estate
Real property situate at 308 North 21st Street, Camp Hill Borough, Cumberland 143,700.00
County, Camp Hill, Pennsylvania. Assessed value$160,500.00 X .99 CLR=
$158,895.00. See attached Realtors statement of market value $141,000.00 with
repairs and updates.Value used is assessed value, minus labor costs for
repairs of$15,195.00.
Total Real Estate 143,700.00
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