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Home My WebLink About09-08-15 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland File Number 21-14-0850 Pamela F.Van Kirk, Patricia F.Ta lor and Jim Van Kirk Personai Representative(s)of the Estate of J. Harold Widder John Harold Widder a/k/a John H.Widder a/k/a J.H.Widder deceased,depose(s)and say(s)that the items appearing in the foilowing 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 i�ventory represents its fair value as of the date of the decedenYs death,and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which ears in a memo um t the end of this inventory. I verify that the statements made in this Inven- �'�� /,��2� tory are true and coRect. I understand that false state- � pa a Van� �/� ments herein are made subject to the penalties of .,f 18 Pa.C.S.§4904 relating to unsworn falsification to � atriCia F Ta lo � authorities. im Van Kirk Attorney— (Name) Susan E. Lederer (Supreme Courtl.D.No.) 44861 {F;rm) L.O. of Susan E. Lederer (Address) 5011 Locust Lane, Harrisbu PA 17109 (Telephone) 7171652-7323 OECEDENTSSOC.SEC.NO- OATE OF DEATH LAST RESIDENCE g01 North Hanover Street 07131/2014 Carlisle, PA 17013 FIGURES MUST BE TOTALED �_� � c> �; .� � Personal Propertv � Q �T� �' �„, �� ;�'� �� Cash............................................................................................... �t c"i �0�4.8T, c:-.� - �-- 834.5b�, -� Personal Property........................................................................ : ; ., s� ��.��i StOCks/Listed................................................................................ 177,s51.73; ,.-, _.. _.� , _,;� StockslClosely Held..................................................................... --- -� � '' Bonds............................................................................................ rv � rn Mutual Funds................................................................................ . ;-- -�- �,� � Partnerships and Sole Proprietorships ..................................... . � Mortgages and Notes Receivable............................................... AllOther Property........................................................................ Total Personal Property........................................ 28a,171.10 Total Real Pro e •�•�•• p ......................................... ._._ Total Personal and Real Property........................ 284,171.10 NO7E: Ifem but�such figures hould ntot be exte�ded ntortthe totaltof theenventory�(See 20 PaeC�S§3301 bj)��na1�p�gentative inctude the value of each Form RW�9 Rev 10-13-2006 � � INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS _— COUNTY OF Cumberland File Number 21-14-0850 DATE OF DEATH LAST RESIDENCE g01 North Hanover Street DECEDENT'S SOC.SEC.N0, 07/31/2014 Carlisle, PA 17013 Cash 10,102.1800 units held in AXA Advisors Insured Cash Account No.8500-3578,titled to 10,102.18 John H.Widder($1.00INAV) Cash, held in AXA Advisors Account No. 8500-3578,titled to John H.Widder 157.47 Check from Bowmansdale Lodge(Odd Feliows death benefit) 500.00 Check from Church of God Home(refund of patient account) 8,353.30 Check from Dale L. Rishel (sale of coins) 11,890.00 Check from Genworth Financial (refund of long term care benefit) 1,100.00 Checking Account No.6210990286, held at Citizens Bank,titled to J. Harold Widder 28,035.67 ($0.15 accrued interest) Checking Account No. 6218731107, held at Citizens Bank,titled to J. Harold Widder 11,305.09 ($0.08 accrued interest) Checking Account No.6235806640, held at Citizens Bank,titled to J. Harold Widder 34,041.16 ($0.78 accrued interest) Total Cash 105,484.87 Perconal Pronertv Miscellaneous personal property 250.00 Mumma Jewelers (sale of gold jewelry, copy of check not available) 560.00 The Gold Mine (sale of coins,copy of check not available) 24.50 Total Personal Property 834.50 (Attach additional sheets if necessary) Total Personal Property and Real Estate 284,171.10 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-14-0850 DATE OF DEATH LAST RESIDENCE g01 North Hanover Street DECEDENT'S SOC.SEC.N0. 07/31/2014 Carlisle, PA 17013 Stocks/Listed 1,345.6150 shares of John Hancock Global Shareholder Yield CI I, held in AXA Advisors 16,201.20 Account No. 8500-3578,titled to John H.Widder($12.04/NAV) 1,403.1590 shares of Alliance Bernstein Select US Long Short Advisor CI, held in AXA 16,978.22 Advisors Account No.8500-3578,titled to John H.Widder($12.10/NAV) 1,758.5540 shares of John Hancock Absolute Return Currency CI I, held in AXA 17,251.41 Advisors Account No.8500-3578,titled to John H.Widder($9.811NAV) 2,367.6150 shares of John Hancock Global Absolute Return Strat CI I, held in AXA 26,730.37 Advisors Account No.8500-3578,titled to John H.Widder($11.29INAV) 247.3080 shares of Putnam Equity Spectrum CI Y, held in AXA Advisors Account No. 10,587.26 8500-3578,titled to John H.Widder($42.811NAV) 3,565.4050 shares of Prudential Absolute Return Bond CI Z, held in AXA Advisors 35,226.20 Account No. 8500-3578,titled to John H.Widder($9.88/NAV) 3,857.9050 shares of Lord Abbett Short Duration Income CI F, held in AXA Advisors 17,476.31 Account No. 8500-3578,titled to John H.Widder($4.53/NAV) 555.0760 shares of John Hancock Disciplined Val Mid Cap CI I, held in AXA Advisors 10,574.20 Account No. 8500-3578,titled to John H.Widder($19.05/NAV) 648.5190 shares of Principal Global Multi Strategy CI P, held in AXA Advisors Account 7,127.22 No. 8500-3578,titled to John H.Widder($10.99/NAV) 671.0530 shares of Fidelity Advisor New Insights Instl CI, held in AXA Advisors 18,635.14 Account No. 8500-3578,titled to John H.Widder($27.77/NAV) 10.0000 shares MetLife stock,titled to J. Harold Widder and Thelma I.Widder,Jt Ten (Thelma I. 532.10 Widder died on August 28, 2006)($53.211share) -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland File Number 21-14-0850 DATE OF DEATH LAST RESIDENCE g01 North Hanover Street DECEDENT'S SOC.SEC.N0. 07/31/2014 Carlisle, PA 17013 10.0000 shares MetLife stock,titled to J. Harold Widder and Thelma I.Widder,Jt Ten (Thelma I. 532.10 Widder died on August 28, 2006)($53.21/share) Total Stocks/Listed 177,851.73 -3- ��.dx �, ,« �r ., c-� � c� o �, �.� � :: �J �� ;.�'� r r� c-�� . .-.,.� -.-a it"�-ry .� .c.'� --,- — � 1__., ..']... �% � �`_'J :::7 September 4 2015 � � r ' � � rt � ��t � n„<;. � �n.�n�.. ,,.,,,i,«„w ��- , �� ` � _...� � �f Register of Wills -� Cumberland County Courthouse rv � r.�i 1 Courthouse Square G� `=^' _.�? Carlisle,PA 17013 RE: ESTATE OF J. HAROLD WIDDER a/k/a JOHN HAROLD WIDDER a/k/a JOHN H.WIDDER a/Wa J.H. WIDDER SOCIAL SECURITY NO.: 204-03-9773 DATE OF DEATH: 07/31/2014 FILE NO.: 2014-0850 Ladies and Gentlemen: Enclosed for filing with your office please find two (2) completed Form REV-1500 with the following attachments: � Date of death valuations; • Copy of the Last Will and Testament of J. Harold Widder; • Copy of the Harold and Thelma Revocable Living Trust; • Copy of the First Amendment to the Harold and Thelma Revocable Living Trust; ■ Copy of the Second Amendment to the I�arald and Thelma Revocable Living Trust; ■ Copy of the Third Amendment to the Harold and Thelma Revocable Living Trust; • Copy of the Fourth Amendment to the Harold and'Thelma Revocable Living Trust; and • Copy of the Fifth Amendment to the Harold and'Thelma Revocable Living Trust. Also enclosed for filing with your office is one (1) original lnventory for the above- referenced Estate. Please advise if any additional fees or expenses are due with regard to this matter. One (1) additional photocopy of the front page of the colnpleted REV-l 500 form and one (1) additional photocopy of the front page of the completed Inventory for the Estate have been provided. Please time/date stamp these copies as received and return them to rne in the envelope provided. If there are any questions or further requirements regarding th is return, please do not hesitate to contact me. Very truly yours, ,� �.'�-�� Susan E. Lederer Enclosures 5011 Locust Lane • Harrisburg,PA 17109 • Phone 717.652.7323 • Fax 717.652.7340 • susan@ledererlaw.com www.ledererlaw.com 7a15 �64� �007 7832 7821 ta.. crn c� c:n �-- �.0 .�� , e..� `�' � ��y =�> t�j�_ k,�,, � _ ca� :; �.a a . .. t u t.:,.: � �.a - �::; P..e. � -rt; t':':. �q�' �`J 4.. � `� [...j � C� U�.,, � �� 1,t.9 � ,�« ��..�` r�—r J. t� C 7 c�.,,, � � 5011 Locust Lane Harrisburg,PA 17109 TO: Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013